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
The Muller Company June 2008 - Present
Wells Fargo Bank 2004 - 2008
Skills
Leases, Disposition, Corporate Real Estate, Real Estate, Contract Negotiation
Education
University of Southern California 2000 — 2004
BS, Business Administration
Hancock Bank June 2012 - Present
Wells Fargo Bank 2005 - 2012
AmSouth Bank 2003 - 2005
SunTrust Bank 1995 - 2003
Education
University of South Florida
BS
University of South Florida
Wells Fargo Bank March 1998 - Present
Skills
Financial Analysis, Asset Management, Financial Modeling, Due Diligence, Valuation, Finance, Real Estate Economics, Loans, Investments, Portfolio Management
Education
University of Southern California 1976 — 1978
Bachelor of Science (B.S.), Finance, General
Wells Fargo September 2013 - Present
UBS Financial Services Inc. February 2008 - August 2013
Wells Fargo Bank August 2006 - February 2008
Cintas June 2005 - March 2006
Skills
Strategy, Investments, Management, Series 7, Asset Management, Equities, Wealth Management, Portfolio Management, Financial Analysis, Mutual Funds, Investment Banking, Finance, Analysis, Business Development, Risk Management, Marketing, Leadership
Education
University of Southern California 2002 — 2005
Bachelor of Arts, Sociology, Spanish, Entrepreneurship
Merrill Lynch November 2011 - Present
Wells Fargo Advisors, LLC January 2011 - December 2011
Wells Fargo Investments August 2008 - December 2010
Wells Fargo Bank 2006 - 2008
Wells Fargo Bank 2005 - 2006
Wells Fargo Bank 1998 - 2004
Skills
Strategy, Strategic Partnerships, Management, Leadership, Banking, Sales, Product Management, Marketing, Relationship Management, Financial Services, Marketing Strategy, Sales Management, Strategic Planning, Coaching, Recruiting, Program Management, Investments, Asset Management, Commercial Banking
Education
University of Southern California 1985 — 1989
BS, Business Administration/Entrepreneur Program
JPMorgan Chase & Co. May 2015 - Present
Wells Fargo Bank 2005 - 2015
Skills
Banking, Credit, Loans, Retail Banking, Financial Analysis, Credit Analysis, Commercial Banking, Mortgage Lending, Portfolio Management, Risk Management, Financial Services, Financial Modeling, Customer Service, Investments, Cross Selling, Relationship Management, Credit Risk, Consumer Lending, Finance, Business Analysis, Team Building, Commercial Lending, Management, Sales, Coaching
Education
University of South Florida
EY September 2013 - January 2014
American Homes 4 Rent May 2013 - August 2013
Stoked Skateboards August 2012 - March 2013
Higgins, Marcus & Lovett, Inc. August 2012 - November 2012
Creative Recreation Inc. May 2012 - August 2012
Wells Fargo Bank May 2011 - August 2011
American Commercial Equities June 2010 - August 2010
Skills
Internal Audit, Finance, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Financial Modeling, Research, Financial Accounting, Accounting, Auditing, Data Analysis, SAP, QuickBooks, Financial Statements
Education
University of Southern California 2009 — 2013
Bachelor of Science (B.S.), Accounting and Business Administration Double Major
Wells Fargo Bank October 2011 - Present
Skills
Mortgage Lending, FHA, Real Estate, Foreclosures, REO
Education
University of South Alabama 2004 — 2008
Bachelor's degree, Biology/Biological Sciences, General
Murphy High School
JPMorgan Chase & Co. February 2009 - Present
Wells Fargo Bank February 2003 - February 2009
Education
University of Southern California 2000 — 2003
Networking Systems Administration, Business Administration and Management, General
Denver West High School 1998 — 2000
Diploma, High School/Secondary Diploma Programs
Wells Fargo Bank January 2013 - Present
Wells Fargo January 2009 - January 2013
Wachovia Bank f/k/a First Union August 2001 - January 2009
First Union National Bank June 1997 - August 2001
Cort Furniture Rentals 1991 - 1993
Skills
Credit, Loans, Banking, Sales Management, Commercial Lending, Relationship Management, Small Business Lending, Credit Analysis, Loan Origination, New Business Development, Portfolio Management, Process Improvement, Underwriting, Management, Sales, Commercial Banking, Investments, Finance, Cross Selling
Education
University of South Florida 1983 — 1985
BS, Psychology
Wells Fargo Bank February 1998 - Present
Skills
Real Estate Economics, Commercial Real Estate, Investment Properties, Real Estate Development, Disposition, Loans, Real Estate, Investments, Portfolio Management, Real Estate Transactions
Education
University of South Florida
Bachelor's degree, Finance, General
Nitro, Inc. January 2015 - Present
Nitro, Inc. March 2013 - January 2015
Nitro, Inc. June 2012 - February 2013
Wells Fargo Bank February 2011 - June 2012
Wachovia, A Wells Fargo Company August 2009 - February 2011
LocalJobNetwork.com (Infosoft Group) January 2008 - February 2009
United Shipping Solutions January 2007 - December 2007
SchoolsFirst Federal Credit Union April 2004 - January 2007
Skills
Account Management, Lead Generation, Customer Service, Salesforce.com, Solution Selling, Email Marketing, Sales Management, Credit, Online Advertising, CRM, Marketing Strategy, Cloud Computing, B2B, Leadership, Sales Process, SaaS, Cold Calling, Sales, Business Development, Inside Sales, Commercial Banking, Software Solution Sales, Communication, Time Management, New Business Development
Education
University of Southern California 1999 — 2003
B.A., Psychology
University of Southern California 1999 — 2003
Minor, Cinema-Television
Wells Fargo Bank January 2009 - Present
Wachovia Bank October 2001 - December 2008
Skillsoft, Incorporated - 20283 State Road 7, Boca Raton, FL 33498 May 2001 - August 2004
iFusion 1995 - 2001
Nissan South Africa 1993 - 1995
Technoplus Services February 1990 - December 1993
Middelburg Steel & Alloys July 1981 - January 1990
Skills
Unix, AIX, Clustering, RedHat, VMware, System Administration, Disaster Recovery, Red Hat Linux, Operating Systems, Linux, Troubleshooting, Cluster, Data Center, Requirements Analysis, Servers
Education
University of South Africa/Universiteit van Suid-Afrika 1976 — 1993
Honnours Bachelor of Science; Master of Business Leadership., Mathematics and Computer Science
Mafeking High School 1961 — 1965
Wells Fargo Bank April 2009 - Present
Wells Fargo April 2008 - April 2009
Wells Fargo January 2001 - December 2008
Wells Fargo February 1992 - December 2000
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit, Mortgage Lending, Consumer Lending, Banking, Retail Banking, Lines Of Credit, Credit Analysis, Loan Origination, Mortgage Banking, Portfolio Management, Cross Selling, Commercial Mortgages, Treasury Management, Wealth Management, Series 7, SBA, Credit Risk, Financial Services, Cash Management, Risk Management, Branch Management, Private Banking, Deposits, Credit Cards, Strategic Financial..., Merchant Services, Retirement Planning, Insurance, Home Equity Loans, Sales, Wealth Management..., Executive Management, Asset Based Lending, Finance, Relationship Management, Team Leadership
Education
Pacific Coast Banking School, University of Washington 2010 — 2012
University of Southern California
Bachelor of Science
Edward Jones January 2014 - December 2014
OneWest Bank 2012 - 2014
Manufacturers Bank 2010 - 2012
Wachovia, A Wells Fargo Company 2007 - 2009
Wells Fargo Bank 2004 - 2006
Skills
Commercial Lending, Finance, Commercial Banking, Relationship Management, Sales, Treasury Management, Business Development, Commercial Real Estate, Commercial Mortgages, Loans, Cash Management, Real Estate, Credit, Lines Of Credit, Small Business Lending, Investing, Financial Planning, Investments
Education
University of Southern California
B.A., Communications
The Chris4Life Colon Cancer Foundation July 2013 - Present
Prison Fellowship Ministries December 2009 - September 2012
Prison Fellowship Ministries March 2009 - December 2009
Wells Fargo Bank 1991 - 1993
Wells Fargo Bank 1988 - 1991
Pepsi Cola Bottling Group February 1983 - May 1987
Pepsi Cola Bottling Group May 1982 - January 1983
Skills
Non-profits, Strategic Communications, Strategic Planning, Sales Management, Client Development, Donor Management, Faith-based, Donor Development, Event Planning, Nonprofits, Volunteer Management, Newsletters, Budgets, Philanthropy, Grants
Education
University of Southern California
B.S., Business Administration
Gold's Gym July 2012 - Present
Frisby's Corner 2004 - July 2012
Wells Fargo Bank October 2011 - April 2012
Home Depot Inc. May 2002 - August 2010
US Army October 1984 - November 2004
Skills
Interviews, Management, Training, Employee Relations, Performance Management, Recruiting, Human Resources, Sourcing, Employee Benefits, Personnel Management, Leadership, HRIS, Hiring, Team Building, Policy
Education
University of South Carolina-Columbia 2004 — 2007
BA, Journalism and Mass Communications (Public Relations)
Wells Fargo Bank June 2004 - September 2012
RPS, Inc. September 1996 - July 2002
Education
University of South Florida 1974 — 1976
St. Petersburg Junior College 1970 — 1973
Associate of Arts, Banking/Finance
The GW Medical Faculty Associates April 2015 - Present
Family Home Office April 2013 - April 2015
Wells Fargo Bank February 2011 - April 2012
Wells Fargo Bank June 2009 - January 2011
Wachovia Bank May 2008 - October 2008
Skills
Banking, Credit, AML, Wealth Management..., Loans, Finance, Insurance, Wealth Management, Portfolio Management, Private Banking, Financial Services, Accounting, Management, Credit Analysis, Investments, Anti Money Laundering, Risk Management
Education
District of Columbia - Notary Commission 2013 — 2018
University of South Carolina-Columbia 2001 — 2005
Business, Entrepreneurship and Marketing with a Minor in Hotel Restaurant Tourism Management
Walmart May 2011 - Present
Wells Fargo Bank 2000 - May 2011
EER Systems 1997 - 1999
SAIC 1995 - 1997
GTE Government Systems 1987 - 1995
USAF 1983 - 1987
Skills
Cisco Technologies, DNS, DHCP, NTP
Education
University of South Carolina-Columbia 1982 — 1983
n/a, n/a
Union Bank August 2013 - Present
US Bank May 2011 - August 2013
Wells Fargo Bank September 2001 - May 2011
Skills
Loan Origination, Mortgage Banking, Financial Structuring, Refinance, Mortgage Lending, Residential Mortgages, Retail Banking, Underwriting, Wealth Management, Banking, Certified Mortgage..., Commercial Banking, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Construction Loans, Credit, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, FHA, Finance, Financial Services, Foreclosures, First Time Home Buyers, Investment Properties, Home Equity Lines of..., Investors, Investments, Loans, Portfolio Management, Private Banking, REO, Real Estate, Real Estate Transactions, Real Estate Financing, Referrals, Relationship Management
Education
University of Southern California 1989 — 1992
BS, Finance
EverBank January 2015 - February 2015
Central Bank July 2013 - December 2014
SunTrust Bank March 2011 - July 2013
Wells Fargo Bank September 2009 - March 2011
RBC Royal Bank September 2004 - September 2009
Skills
Mortgage Lending, Mortgage Banking, Refinance, FHA, VA loans, Residential Mortgages, Loans, Commercial Lending, Underwriting, Credit, Consumer Lending, Loan Origination, Credit Analysis, Lines Of Credit, FHA financing, Construction Loans, USDA, Commercial Banking, Commercial Mortgages, Banking, Cross Selling, Small Business Lending, Credit Risk, Retail Banking, FHA Financing, VA Loans
Education
Liberty University 2014 — 2017
Master's Degree, Executive Leadership
University of South Florida
Bachelor of Arts
Answer Financial October 2013 - Present
National Positions February 2012 - October 2013
Wells Fargo Bank January 2010 - February 2012
Answer Financial December 2005 - May 2009
Answer Financial July 2004 - November 2005
Video Networks Ltd December 2000 - April 2004
Dial-a-Phone December 1998 - November 2000
Skills
Property & Casualty..., Management, Banking, Insurance, Call Centers, Product Development, Call Center, Account Management, Training, Outlook, Analysis, Budgets, Underwriting, Customer Service, Sales, SEO, Online Marketing, Sales Management, Team Building
Education
University of South Africa/Universiteit van Suid-Afrika 2008 — 2009
Postgraduate Diploma in Marketing Management, Marketing Management
University of South Africa/Universiteit van Suid-Afrika 1993 — 1997
BCOM, Business Management
Wells Fargo Bank December 2010 - Present
Victoria's Secret May 2008 - April 2011
Skills
Fluent Spanish, Training, Management, Sales, Time Management, Customer Service, Coaching, Sales Management, Teamwork, Payroll, Retail Banking, Auditing, Customer Satisfaction
Education
University of South Florida 2008 — 2012
Major, Criminology
Wells Fargo Bank June 2008 - Present
Package Supply & Equipment Co Inc. January 1992 - March 2008
Skills
Underwriting, Commercial Lending, Small Business Lending, Credit, Mortgage Lending, Banking, Loans, Management, New Business Development, Credit Analysis, Commercial Banking, Sales, Consumer Lending, Portfolio Management
Education
University of South Carolina-Columbia 1987 — 1991
Bachelor of Arts, Political Science
University of South Carolina-Columbia 1987 — 1991
BA, Political Science
BB&T May 2015 - Present
PNC Bank October 2011 - Present
Old Harbor Bank January 2011 - October 2011
Wells Fargo Bank November 2009 - December 2010
M&I Bank March 2007 - March 2009
Fifth Third Bank May 2004 - March 2007
JPMorgan Chase May 2001 - May 2004
Skills
Financial Accounting, Account Management, Underwriting, Commercial Banking, Banking, Loans, Credit, Commercial Lending, Credit Risk, Asset Management, Valuation, Asset Based Lending, Investments, Cross Selling, Sales, Cash Management, Treasury Management, Relationship Management, Portfolio Management, Credit Analysis, Small Business Lending, Cash Flow, Loan Origination, Lines Of Credit
Education
Leadership Manatee 2005 — 2006
University of South Florida 2000 — 2002
MBA, Finance, Economics, Accounting
Torrey Pines Bank 2008 - Present
Wells Fargo Bank 2007 - 2008
First Horizon National Corporation 2004 - 2006
City National Bank 2000 - 2004
San Diego National Bank 1996 - 2000
Skills
Commercial Real Estate, Real Estate, Residential Homes, Loans, Finance, Real Estate Economics, Construction, Refinance, Real Estate Development, Construction Loans, Commercial Mortgages, Real Estate Financing, Commercial Lending, Investment Properties, Mortgage Lending, Real Estate Transactions, Investments, Investors
Education
San Diego State University 1994 — 1996
Masters in Business Administration, Finance
University of California at San Diego 1989 — 1991
Bachelor's of Science, Political Science
University of Southern California 1987 — 1989
Business
Wells Fargo Bank January 2010 - Present
Wachovia, A Wells Fargo Company April 2005 - December 2009
Skills
Financial Analysis, Loans, Commercial Lending, Credit Analysis, Banking, Credit, Investments, Retirement Planning, Small Business Lending, Consumer Lending, Securities, Series 6, Series 63, Mutual Funds, Portfolio Management, Retirement, Fixed Annuities, Lines Of Credit, Finance, Insurance, Financial Services, Underwriting, Wealth Management
Education
University of South Carolina-Columbia 1991 — 1997
business, psychology
CVS Health December 2012 - Present
EDMC October 2011 - August 2012
EDMC October 2011 - August 2012
Wells Fargo Bank June 2010 - October 2011
Humana Direct Marketing Services June 2005 - July 2009
General Motors/SITEL Corporation May 1999 - June 2004
USAA Insurance November 1989 - April 1998
Skills
Insurance, Customer Service, Call Center, Sales, Microsoft Excel, Outlook, Teamwork, Coaching, Negotiation, Training, Analysis, Quality Control, CMS, Arbitration, Loss Prevention, Settlement, Health Insurance, Microsoft Office, Telemarketing, Medicare, Quality Assurance, Team Building, Supervisory Skills, Call Centers, Management, Process Improvement, Problem Solving, Public Speaking, Leadership
Education
University of South Florida
Bachelor of Arts, Speech English Education
Wells Fargo Bank September 2009 - Present
Wells Fargo Bank September 2009 - Present
Wells Fargo 2009 - Present
First Citizens Bank and Trust Company, Inc. February 2002 - September 2009
Wells Fargo June 1995 - February 2001
C&S Bank of South Carolina 1983 - 1993
Skills
Series 63, Loans, Mortgage Lending, Banking, Small Business Lending, Loan Origination, Commercial Lending, Credit, Series 7, Mortgage Banking, Credit Analysis, Commercial Banking, Lines Of Credit, Financial Services, Investments, Consumer Lending, Portfolio Management
Education
University of South Carolina-Columbia 1978 — 1982
Bachelor of Science, Psychology
University of South Carolina-Columbia 1978 — 1982
Bachelor of Science (BS), Psychology
Charles Schwab June 2014 - Present
THE VANGUARD GROUP, INC. July 2012 - March 2014
WELLS FARGO BANK June 2012 - April 2013
Education
University of South Carolina - The Moore School of Business 2006 — 2009
Bachelor of Science in Business Administration, Banking, Corporate, Finance, and Securities Law
Wells Fargo Bank July 2010 - August 2014
Wells Fargo Bank March 2006 - April 2009
Wells Fargo Bank March 1999 - March 2006
Skills
Access, Calendaring, Invoicing, Spreadsheets, Travel Arrangements, Telephone Skills, Onboarding, Editing, Filing, Event Planning, Microsoft Office, Banking, Microsoft Word, Event Management, Microsoft Excel, Data Entry, Social Media, Administrative...
Education
University of Southern California 1988 — 1992
BA, English Literature & Creative Writing
South Pasadena High School 1984 — 1988
CarMax September 2015 - Present
Macy's October 2012 - September 2015
Wells Fargo Bank January 2012 - August 2012
Rubio's Restaurants, Inc. June 2010 - December 2011
GameStop June 2008 - April 2010
Industrial Tire Service March 2005 - June 2008
Skills
Bilingual, Adaptability, Highly resourceful, Team-oriented, Leadership, Sales, Coaching, Employee Training, Profit, Building Relationships, Customer Service, Hiring, Highly motivated..., Inventory Management, Finance, Highly detail oriented, Teamwork, Recruiting, Training, Customer Retention, Operations Management, Time Management, Store Management, Retail Sales, Merchandising, Inventory Control, Retail, Loss Prevention, Team Leadership, Customer Satisfaction, Team Building, Driving Results, Sales Management, Store Operations, Microsoft Office, Microsoft Word, Management, Microsoft Excel, PowerPoint, Strategic Planning, Visual Merchandising
Education
University of Southern California
Hewlett-Packard 1995 - Present
HP 1995 - Present
Kirby 2007 - 2011
Los Gatos Weekly-Times 1988 - 1992
Wells Fargo Bank 1986 - 1988
Good Earth Restaurant 1977 - 1988
Education
University of South Florida
Valor Collegiate Academy August 2013 - Present
Achievement School District March 2012 - July 2013
Bain & Company January 2010 - July 2012
Wells Fargo Bank June 2008 - August 2008
Bank of America June 2007 - August 2007
IBM June 2006 - August 2006
Skills
Management Consulting, Strategy, Data Analysis, Operations Management, Charter Schools
Education
University of Southern California 2005 — 2009
B.S, Business Administration
University of Southern California - Marshall School of Business 2005 — 2009
Silvergate Bank March 2014 - Present
Opus Bank March 2011 - March 2014
Pacific Western Bank April 2010 - April 2011
US Bank/San Diego National Bank January 2003 - February 2010
Association for Corporate Growth 2004 - 2006
Association for Corporate Growth 2004 - 2006
COMERICA BANK/IMPERIAL BANK January 1998 - January 2003
Wells Fargo Bank January 1989 - January 1997
WESTERN HORIZONS REAL ESTATE COMPANY January 1987 - January 1989
MILLENNIUM III REAL ESTATE COMPANY January 1982 - January 1986
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Small Business Lending, Credit, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Underwriting, Financial Analysis, Credit Analysis, Portfolio Management, Mergers, Cash Management, Finance, New Business Development, Mergers & Acquisitions, Analysis, Business Strategy, Asset Management, Credit Risk, Financial Structuring, SBA, Loan Origination, Real Estate, Consumer Lending, Financial Services, Treasury Management, Mortgage Banking, Investments, Retail Banking, Strategic Planning, Asset Based Lending, Management, Commercial Real Estate, Strategy, Construction Loans, Executive Management, Strategic Financial..., Small Business, Cross Selling, Private Banking, Refinance, Relationship Management, Risk Management, Branch Banking, Due Diligence, Real Estate Economics, Real Estate Financing
Education
University of Southern California 1987 — 1989
Master of Business Administration, Corporate Finance
CALIFORNIA STATE UNIVERSITY 1977 — 1981
Bachelor of Arts, Real Estate Finance
Wells Fargo February 2006 - Present
Global Strategy - IAOP January 2012 - Present
Wells Fargo Bank 2006 - Present
Merrill Lynch December 2001 - April 2006
Global Financial Services 1999 - 2001
Skills
Vendor Management, Strategic Sourcing, Strategic Planning, International Business, Enterprise Risk..., Program Management, Global Sourcing, Global Business..., Global Operations, Global Strategy, Strategic Partnerships, Direct Sourcing, Sourcing & Procurement, Resource Management, Change Management, Six Sigma, Strategy, Management Consulting, Financial Services, Sourcing, Outsourcing, Management, Risk Management, Operational Risk, Banking, Analytics, Executive Management, Governance, Consulting, Cross-functional Team..., Business Transformation, New Business Development, Mergers & Acquisitions, IT Strategy, Contract Negotiation, Business Strategy, Offshoring, Process Improvement, Leadership, Acquisition Integration, Operations Management, BPO, CRM, Relationship Management, Business Development, Business Process..., Operational Risk...
Education
Furman University 2010 — 2013
Graduate School of Retail Bank Management, Banking and Financial Support Services
University of South Florida 1987 — 1992
Bachelor's degree, International Business
University of South Florida - College of Business Administration 1987 — 1992
BA, International Business
Morgan Stanley Investment Management September 2010 - Present
Wells Capital Management June 2009 - September 2010
Evergreen Investments October 2004 - June 2009
SEI Investments September 1997 - October 2004
Wells Fargo Bank September 1992 - September 1997
Phoenix Leasing September 1990 - September 1992
Skills
Mutual Funds, Fixed Income, Asset Management, Series 7, Investments
Education
University of Southern California 1983 — 1987
BS, Business Admin. - Finance, Investments, Real Estate
Business Consultant January 2015 - Present
Historic Union Cemetery January 2013 - Present
States West Cemetery Services January 1980 - Present
International Memorialization Supply Association 2009 - 2013
Union Cemetery 2011 - 2012
McCleskey Mausoleum Co. 1995 - 2006
Milne Construction Co 1986 - 1995
Wells Fargo Bank 1964 - 1979
Skills
Strategic Planning, Team Building, Marketing Strategy, New Business Development, Public Speaking, Sales Management, Customer Service, Marketing, Business Strategy, Public Relations, Coaching, Small Business
Education
University of Southern California 1968 — 1969
Business
University of Southern California 1960 — 1964
BS, Business
Wells Fargo Bank 1996 - 2001
Wells Fargo Bank 1996 - 2001
Wells Fargo Bank 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Leadership, Sales, Banking, Management, Process Improvement, Analysis, Social Media Marketing, Social Media, Team Building, Business Development, Negotiation, Event Management, Financial Analysis, Strategic Partnerships, Public Speaking, Finance, Program Management, Advertising, Portfolio Management, Investments, Marketing Strategy, Strategy, Coaching, Start-ups, Marketing, Financial Services, Small Business, Entrepreneurship, Budgets, Project Management, Public Relations, Business Strategy, Online Marketing, Sales Management, Contract Negotiation, Business Analysis, Marketing Communications, Credit
Education
University of South Carolina-Columbia 1981 — 1986
Bachelor of Business Administration (B.B.A.), Communication and Media Studies
Wells Fargo Bank June 2010 - Present
Wells Fargo June 2008 - June 2010
Wells Fargo June 2006 - June 2008
Skills
CFA, Interest Rate...
Education
University of Southern California 2003 — 2005
Master of Arts, Economics
University of Southern California 2001 — 2005
Bachelor of Arts, Economics
Wells Fargo Bank Capital Markets AnalystFleet Mortgage1999 - 2001
First Union 1997 - 1999
Skills
Loans, Portfolio Management, Banking, Relationship Management
Education
University of South Carolina - The Moore School of Business 2000 — 2002
IMBA, International Business
Wofford College 1991 — 1995
Bachelor of Arts
Bank of America October 2013 - July 2015
Bank of America March 2013 - October 2013
Wells Fargo Bank April 2011 - October 2012
Verizon Data Services January 2007 - April 2011
TECO Energy January 2004 - January 2007
Skills
Project Management, Quality Assurance, Business Analysis, Security, SDLC, Integration, Testing, Enterprise Software, Software Project..., Requirements Gathering, Visio, Requirements Analysis, Data Center, Databases, SQL, Software Documentation, Software Development, Analysis, Microsoft SQL Server
Education
University of South Florida 2002 — 2007
B.S. Engineering, Computer Science
Ventura Advisors October 2004 - Present
Wells Fargo Bank 1998 - 2001
Skills
Portfolio Management, Wealth Management, Finance, Financial Planning, Investment Management
Education
University of Southern California - Marshall School of Business 1990 — 1993
MBA, Finance
University of Southern California 1982 — 1987
BA, Economics
Harvard School
Wells Fargo Bank September 2005 - Present
Wells Fargo Bank 2005 - Present
RBC Bank 2000 - 2005
Skills
Commercial Banking, Banking, Portfolio Management, Commercial Lending, Small Business Lending, Loans, Credit Analysis, Credit, Underwriting, Financial Analysis, Relationship Management, Treasury Management, Investments, Consumer Lending, Loan Origination
Education
University of South Carolina-Columbia 1990 — 1994
Bachelor of Science (B.S.), Business Administration
CBIZ MHM, LLC January 2015 - Present
CBIZ MHM, LLC January 2014 - April 2014
Scottrade May 2012 - December 2013
Wells Fargo Bank August 2011 - July 2013
Skills
Customer Service, Microsoft Office, Banking, Social Media, Retail, Advertising, Relationship Management, English, Finance, Accounting, Internal Controls, Microsoft Excel, Sales, QuickBooks
Education
University of South Florida
Bachelor of Science, Finance and Accounting
Wells Fargo February 2013 - Present
Wells Fargo Bank June 2011 - February 2013
Wells Fargo Bank January 2011 - May 2011
Wells Fargo Bank May 2008 - December 2010
Builders Protection Group LLC September 2006 - May 2007
Skills
Excel, Argus, Financial Modeling, Fluent in Russian, Market Research, Real Estate, Loans, Portfolio Management, Real Estate Finance, Commercial Lending, Real Estate Transactions, Real Estate Economics, Investment Properties, Commercial Real Estate, Finance, Credit Analysis, Credit, Valuation, Underwriting
Education
University of Southern California 2004 — 2008
BS, Business Administration - Real Estate
Coastal Carolina Hardscapes June 2012 - Present
Wells Fargo Bank May 2011 - June 2012
Skills
Credit, Banking, Consumer Lending, Small Business Lending, Retail Banking, Budget Monitoring, Estimating, Quote Preparation, Construction Site..., Series 7, Series 65
Education
University of South Carolina-Columbia 2003 — 2007
Bachelor's degree, Economics
Duncan Leaf Group November 2006 - Present
Wells Fargo Bank June 2010 - April 2011
HSBC August 2009 - March 2010
Charles Schwab September 2008 - January 2009
OASES April 2008 - September 2008
Taproot Foundation January 2007 - April 2008
OmniSystems May 2005 - November 2006
KSJ Consulting November 2002 - February 2005
Corio Inc. December 1999 - April 2002
Writers Inc 1992 - 1999
Skills
Web Project Management, Process Improvement, Creative Problem Solving, Team Building, Vendor Management, Planning, Problem Solving, Small Business, Cross-functional Team..., Strategic Planning, Analytics, Program Management, Marketing Strategy, Product Management, Marketing Communications, Social Media, Customer Relations, Change Management, Messaging, E-commerce, Business Strategy, Coaching, Online Marketing, Product Marketing, Public Speaking, Marketing Management, Strategic Communications, Non-profits, Market Research, Lead Generation, Start-ups, Analysis, Team Leadership, Vendor Relations, Negotiation, Healthcare, Leadership Development, Project Planning, Training, Leadership, Nonprofits, Project Management, SEO, Marketing, Fundraising, Blogging, Management
Education
USF - School of Business
BA - Business Administration, MBA Program - 1 year completed
University of South Florida
BA, Business Administration, Marketing
Wells Fargo December 2013 - Present
St. Barnabas Senior Services January 2013 - Present
Korean American Coalition January 2012 - Present
U.S. Trust 2004 - November 2013
Bank of America 2002 - 2004
California Bank & Trust 2000 - 2002
Wells Fargo 1995 - 1998
Wells Fargo Bank 1992 - 1995
Skills
Loans, Series 7, Banking, Investments, Wealth Management, Portfolio Management, Asset Management, Strategic Financial..., Commercial Banking, Credit, Mortgage Lending, Asset Allocation
Education
University of Southern California 1988 — 1992
BS, psychology
US Bank January 2011 - Present
Wells Fargo Bank April 2009 - December 2010
WaMu, division of JPMorgan Chase Bank, N.A. 2002 - 2009
Wells Fargo Bank August 1997 - May 2002
First National Bank - South Africa January 1995 - July 1997
Absa Bank January 1983 - December 1994
Skills
SDLC, Production Support, Project Management
Education
University of South Africa/Universiteit van Suid-Afrika
Wells Fargo Bank September 2010 - Present
Wells Fargo Financial September 2005 - September 2010
Wells Fargo Financial January 1992 - August 2005
Wells Fargo Financial January 1990 - January 1992
Skills
Banking, Consumer Lending, Call Centers, Credit Cards, Financial Risk, Credit, Finance, Financial Services, Leadership, Loans, Management, Mortgage Lending, Portfolio Management, Project Management, Retail Banking, Sales, Sales Management, Sales Process, Selling, Solution Selling, Strategy, Training, Underwriting, FHA, Lines Of Credit, Small Business Lending
Education
University of South Florida
Finance
Wells Fargo January 2014 - Present
Wells Fargo Bank April 2011 - January 2014
Wachovia Bank November 2009 - April 2011
Wachovia Bank June 2006 - November 2009
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
Master of Business Administration
University of South Carolina-Columbia 2003 — 2006
B.S., Computer Information Systems
Walt Disney Family Museum May 2009 - Present
San Francisco Health Plan December 2007 - March 2009
Kaiser DOR 2009 - 2009
Business for Social Responsibility May 2006 - December 2007
World Savings December 2004 - May 2006
Information System Support June 2004 - December 2004
Wells Fargo Bank August 2000 - June 2004
Baker&Mckenzie 2000 - 2000
EDS Group 1999 - 2000
Education
University of South Australia 1998 — 2004
Engineer, Mechanical, CS
City National Bank January 2010 - Present
Wells Fargo Bank July 2006 - December 2009
Merrill Lynch June 2005 - June 2006
Education
University of Southern California 1998 — 2002
The Peddie School 1994 — 1998
CU Direct May 2014 - Present
CU Direct August 2012 - May 2014
Wells Fargo May 2010 - September 2012
Wells Fargo Bank September 2002 - May 2010
Skills
Customer Service, Credit Unions, Banking, Training, Insurance, Sales Management, Loans, Employee Training, Sales, Consumer Lending, Coaching, Leadership, Credit, Mortgage Lending, Risk Management, Customer Satisfaction
Education
University of South Africa/Universiteit van Suid-Afrika 1992 — 1994
sunward park high school 1987 — 1991
Wells Fargo Bank November 2010 - Present
Wells Fargo Bank November 2009 - November 2010
Wells Fargo Bank June 2009 - November 2009
WACHOVIA BANK September 2006 - June 2009
WACHOVIA BANK August 2005 - September 2006
Skills
Banking, Enterprise Risk..., Customer Service, Financial Services, Risk Management, Internal Audit, Loans, Management, Financial Risk, Operational Risk, Process Improvement, Fraud
Education
University of South Carolina-Columbia
Bachelor of Science
STRAYER UNIVERSITY
Master of Business Administration, 2009
Wells Fargo Bank March 2000 - Present
Bank of America 1994 - 2000
Skills
Consumer Lending, Loans, Credit Analysis, Credit, Underwriting, Loan Origination, Credit Risk, Banking, Customer Relations, Negotiation, Coaching, Excel, Retail Banking, Microsoft Excel, Customer Service, Small Business Lending, Commercial Lending, Mortgage Banking, Mortgage Lending, Financial Analysis, Refinance, Finance, Credit Cards, Portfolio Management, Relationship Management, Financial Services, Mortgage Servicing
Education
University of Southern California 1982 — 1986
Bachelor of Science, Business Administration Finance
First Republic Bank August 2011 - Present
Wells Fargo March 2004 - August 2011
Wells Fargo Bank March 2004 - August 2011
South Carolina National Bank 1984 - 1986
Skills
Wealth Management, Portfolio Management, Management, Asset Allocation, Series 7, Asset Management, Retirement Planning, Wealth Management..., Investments, Private Banking, Financial Analysis, Mutual Funds, Loans, Investment Management, Trusts, Strategic Financial..., Alternative Investments, Credit, Banking, Investment Advisory, Commercial Lending, Estate Planning
Education
University of South Carolina-Columbia 1977 — 1981
Bachelor Of Science, Finance, Management
Wells Fargo April 2004 - Present
Wells Fargo Bank 2004 - Present
Skills
Investments, Loans, Commercial Lending, Portfolio Management, Wealth Management, Credit, Financial Analysis, Mortgage Lending, Credit Analysis, Banking, Small Business Lending, Financial Modeling
Education
University of Southern California 1999 — 2003
BA, Economics
University of Southern California - Marshall School of Business 1999 — 2003
12/2003, Economics
Wells Fargo July 2012 - Present
CC Street Studio January 2008 - Present
Wells Fargo January 2011 - July 2012
Wells Fargo September 2007 - December 2010
Wells Fargo Bank June 2006 - September 2007
Skills
Loans, Credit, Banking, Small Business Lending, Commercial Lending, Mortgage Lending, Commercial Banking, Consumer Lending, Retail Banking, Credit Analysis, Loan Origination, Lines Of Credit, Commercial Real Estate, Real Estate Lending, Treasury Management, Digital Photography, Portrait Photography, Wedding Photography, Wedding Videos, Cinematography
Education
University of Southern California 2001 — 2005
Bachelor of Applied Science (BASc), Economics
Wells Fargo Bank October 2004 - Present
Trainingscape, Inc. January 2002 - March 2003
SmartForce 2000 - 2002
Dynatek 1998 - 2000
Verbatim 1995 - 1996
3M November 1989 - June 1994
Skills
Market Research, Product Development, Market Planning, Direct Marketing, Marketing Strategy, Communications
Education
University of South Florida 1986 — 1988
MBA, Marketing
University of Wisconsin-La Crosse 1981 — 1985
BS, Marketing and Economics
Orono High School, Orono MN
Wells Fargo Bank March 2005 - Present
Wachovia Bank March 2008 - 2009
Wachovia, A Wells Fargo Company January 2007 - March 2008
Wachovia Bank February 2001 - August 2005
Wachovia Bank August 1998 - February 2001
Wachovia Bank February 1996 - August 1998
Wachovia Bank October 1994 - February 1996
Wachovia Bank March 1994 - October 1994
Skills
Program Management, Vendor Management, Outsourcing, Enterprise Software, Process Improvement, Management, Strategy, Risk Management, Banking, Relationship Management, Mergers & Acquisitions, Team Building, Project Management, Change Management, PMO, E-commerce, Business Process..., Offshoring, Business Analysis
Education
University of South Carolina-Columbia
Wells Fargo Bank November 2007 - Present
Ford Motor Credit Company April 1998 - November 2007
Education
University of South Carolina 1993 — 1997
Wells Fargo Bank April 2013 - Present
iGov Technologies 2011 - 2012
Science Applications International Corporation June 2010 - January 2011
Jabil Circuit 2008 - April 2010
Jabil Circuit 2008 - April 2010
Tech Data 1998 - 2008
Skills
Systems Engineering, Active Directory, Windows Server, VMware, Integration
Education
University of South Florida 1994 — 1998
Wells Fargo Bank January 2011 - Present
Skills
Credit Analysis, Sales Management, Building Relationships, Finance, Commercial Lending, Relationship Management, Banking, Underwriting, Loans, Financial Analysis, Mortgage Lending, Credit, Investments, Portfolio Management, Commercial Banking
Education
University of Southern California 1998 — 2000
BS, Finance
Lenscrafters February 2011 - Present
Wells Fargo Bank February 2009 - November 2009
Wells Fargo Bank August 2006 - January 2009
Enterprise Rent-A-Car November 2002 - June 2006
Skills
Banking, Leadership, Sales, Management, New Business Development, Loans, Portfolio Management, Coaching, Retail, Customer Service, Solution Selling, Commercial Lending, Small Business, Analysis, Microsoft Excel, Financial Services, Inventory Management, Cash Management, Team Building, Account Management
Education
University of Southern California 1997 — 2002
BA, Economics
Serra High School, Morse High School 1994 — 1997
Wells Fargo Bank February 2008 - Present
Accenture August 2001 - February 2008
Hollywood.com, Inc. August 2000 - August 2001
Skills
Data Analysis, Requirements Analysis, Requirements Gathering
Education
University of Southern California 1996 — 2001
Bachelor of Arts, Spanish, Business
KPMG, LLP 2012 - Present
Wells Fargo Bank 2009 - 2012
Wachovia Bank October 2007 - July 2009
Wachovia Bank April 2006 - October 2007
Wachovia Bank October 2001 - April 2006
St. Andrews Eye Clinic, P.A. March 2001 - March 2003
JC Penney January 2001 - April 2001
Select Comfort September 1999 - January 2001
Skills
Operations Management, Credit, Loss Prevention, Profit & Loss Management, Retail, Cashiering, Laboratory Experience, Banking Operations, Call Center, Customer Service, Retail Management, Training Skills, Investigation, Banking, Fraud Detection, Call Centers, Store Management, Fraud, Risk Management, Management, Core Banking, Training, AML, Operational Risk, Bank Secrecy Act, Analysis, Retail Banking, Risk Assessment, KYC, Software Documentation, Finance, Operational Risk..., Leadership, Employee Training, Strategy, Policy, Enterprise Risk..., Financial Risk, P&L Management, Laboratory, Risk Analysis
Education
University of South Carolina-Columbia 1995 — 2000
Bachelor of Science (B.S.), Biology, General
Wells Fargo Bank December 2004 - Present
Wachovia, A Wells Fargo Company January 2000 - December 2004
Vanguard 1999 - 2000
Skills
Interest Rate..., Credit Derivatives, Swaps, Trading Systems, Calypso, Back Office, Banking, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Settlement, Investment Banking, Bonds
Education
University of South Carolina-Columbia 1995 — 1998
BA, Major:Economics Minor:Finance
University of South Carolina Upstate 1992 — 1995
Accounting
Wells Fargo Bank April 1996 - Present
First Interstate Bank May 1984 - April 1996
USAF May 1976 - May 1980
Education
CLCLA 1983 — 1984
Computer programming
University of Southern California 1980 — 1982
Wells Fargo November 2012 - Present
Wells Fargo Bank July 2006 - October 2012
Wachovia Bank October 1992 - July 2006
Skills
Recruiting, Talent Acquisition, Talent Management, College Recruiting, Employee Relations, Succession Planning, Human Resources, Onboarding, Internet Recruiting, Technical Recruiting
Education
University of South Florida 1988 — 1992
Bachelor of Arts, Mass Communications
Milk and Brookies October 2013 - Present
TRESSES, etc October 2008 - Present
Wells Fargo Bank April 2008 - October 2010
Education
University of Southern California 1996 — 2000
Psychology
Wells Fargo Retail 1986 - 2008
Wells Fargo Bank 1991 - October 2007
Wells Fargo Bank Business Banking June 1986 - May 1991
Education
University of South Carolina - Darla Moore School of Business 1980 — 1987
Wells Fargo Vice PresidentWells Fargo BankJune 2005 - Present
Wells Fargo Bank 2005 - Present
McKesson Corporation September 2000 - December 2004
Education
University of Southern California
Wells Fargo Bank November 2005 - Present
Wells Fargo 2005 - Present
Credit Suisse 1997 - 2005
Credit Suisse First Boston 1995 - 2005
BNP Paribas 1995 - 1996
Logica UK September 1994 - August 1995
Skills
Securities, Fraud, Transaction Processing, AML, Banking, Investment Banking, Financial Risk, Operational Risk, Enterprise Risk..., Information Technology, Internal Audit, Business Analysis, Security, Market Risk, Financial Services, Basel II, Risk Management, Credit, Enterprise Software, Leadership, Management, Operational Risk..., Portfolio Management, Anti Money Laundering
Education
University of Southampton 1991 — 1994
Dr Challoners
Wells Fargo Home Mortgage November 2013 - Present
Wells Fargo Home Mortgage July 1999 - Present
wells fargo bank October 1994 - July 1999
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, FHA, Loans, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA
Education
University of Southern California
Bachelor of Arts (B.A.), Communications
Simply Delicious Personal Chef Services May 2011 - Present
Wells Fargo Bank November 2002 - August 2008
Education
Cook Street School of Fine Cooking 2010 — 2011
Culinary Arts, Pastry Arts, Wine
University of South Carolina - Darla Moore School of Business 1997 — 2001
Pathways LA January 2014 - Present
Wells Fargo Bank July 2006 - Present
City National Bank June 2000 - July 2006
Union Bank of California 1991 - 1998
Skills
Commercial Lending, Asset Based Lending, Commercial Banking, Portfolio Management, Credit Analysis, Loans, Banking, Leadership, Small Business Lending, Credit, Middle Market, Financial Analysis, Underwriting
Education
University of Southern California 1986 — 1991
BS, Business
Wells Fargo Bank June 1995 - Present
Wells Fargo Bank - Debit Card Marketing January 2009 - November 2011
Wachovia Bank - Card & Payment Solutions Group December 2007 - December 2008
Wachovia - Payment Strategy Group June 2006 - November 2007
Wachovia Bank - Retail Deposit Products & Payments June 2003 - May 2006
Wachovia Bank - General Bank Business Analysis Group May 2002 - June 2003
Wachovia Bank - Retail Bank Expense and Special Projects May 2000 - May 2002
First Union National Bank - Debit Card November 1997 - May 2000
Signet Bank - Marketing & Analysis Group June 1995 - November 1997
Skills
Credit, Credit Cards, Banking, Analytics, Strategic Planning, Program Management, Strategy, Leadership, Portfolio Management, Finance, Risk Management, Analysis, Mergers & Acquisitions, Competitive Analysis, Management, Payments, Financial Modeling
Education
University of South Carolina - Darla Moore School of Business 1993 — 1995
International MBA, Finance
University of South Carolina-Columbia 1989 — 1993
BS, Physics
Union Bank April 1998 - Present
Wells Fargo Bank 1995 - 1998
Bank Of Amercia 1984 - 1995
Skills
Commercial Banking, Small Business Lending, Treasury Management, Commercial Lending, Banking, Middle Market, Loans, Credit, Mergers & Acquisitions, Cash Management, Lines Of Credit, Investments, Financial Analysis, SBA, Due Diligence, Risk Management, Credit Analysis, Commercial Mortgages, Asset Management, Consumer Lending, Treasury Services, Credit Risk, Capital Markets, Loan Origination, Portfolio Management, Retail Banking, Cross Selling, Financial Services, Private Banking, Trade Finance, Structured Finance, Underwriting, Mortgage Lending, AML, Finance
Education
University of Southern California 1974 — 1976
BS, Business/Finance
Wells Fargo January 2012 - Present
Wells Fargo Bank March 2009 - March 2012
Wachovia March 2005 - March 2009
Wachovia April 2002 - March 2005
Wachovia June 2000 - April 2002
Education
University of South Carolina - Darla Moore School of Business 1998 — 2000
International MBA, Global Finance & French
University of South Carolina - Darla Moore School of Business 1994 — 1998
BS, Finance & Management
Wells Fargo Bank August 2009 - Present
HR Excell May 2008 - June 2008
Bank Of America December 2007 - January 2008
Consumer Source Inc. December 2005 - August 2007
Skills
Employee Relations, Employee Benefits, Coaching, Human Resources, Management
Education
University of South Carolina-Columbia 1979 — 1981
BSBA, Management and Economics
Wells Fargo Bank January 2010 - Present
Wachovia April 2009 - October 2010
Fifth Third Securities June 2007 - April 2009
Ameriprise Financial March 2006 - May 2007
Ameriprise Financial January 2006 - May 2007
Premiere Book Services December 2002 - March 2006
Skills
Banking, Sales Management, Sales, Credit, Small Business Lending, Leadership, Coaching, Management, Customer Service, Finance, Investment Strategies, Securities, Financial Advisory, Series 7, Series 66, CRPC, Microsoft Office, Investments
Education
University of South Florida 2008 — 2010
MBA, Business Administration
University of South Florida 1999 — 2002
Bachelor of Arts, Psychology
Wells Fargo July 2014 - Present
Wells Fargo Bank March 2010 - July 2014
Wells Fargo Bank January 2008 - March 2010
Wells Fargo Financial October 2006 - January 2008
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Consumer Lending, Finance, Financial Analysis, Leadership, Cross Selling, Sales, Small Business Lending, Retail Banking, Online Social Networking, Customer Service, Credit Analysis, Community Outreach
Education
University of South Wales 2006 — 2006
Bachelor's of Business Administration, Dual Major: International Business/Finance
University of South Florida 2004 — 2006
Bachelors of Business Administration, International Business/Finance
University of South Florida 2004 — 2006
B.A, Business Administration; ) International Business/Finance
Wells Fargo Bank April 2011 - Present
Wells Fargo Bank August 2010 - May 2011
Wells Fargo Bank 2007 - July 2010
Wachovia Bank July 2005 - July 2007
First Union National Bank 1994 - 2005
Check Solutions January 1990 - September 1993
Nielsen Media Research October 1978 - October 1989
Education
University of South Florida 1976 — 1979
BA, Education
Wells Fargo Bank January 2009 - Present
Wachovia October 2000 - December 2008
Wachovia Bank February 1998 - September 2000
Wachovia Bank January 1997 - February 1998
Skills
Program Management, Change Management, Acquisition Integration, SDLC, Project Management, Financial Services, Project Portfolio..., Strategy, MS Project, PMO, Software Project..., Risk Management, Management, Requirements Analysis, Leadership, Mergers & Acquisitions, Integration, Banking
Education
University of South Carolina-Columbia 1986 — 1990
BA, English
Wells Fargo December 1999 - Present
Wells Fargo December 1999 - Present
Wells Fargo Bank 1999 - Present
Wachovia December 1999 - April 2004
Education
University of South Carolina-Columbia 1988 — 1992
Math
Wells Fargo August 1992 - Present
Wells Fargo Bank 1992 - Present
Bank of America 1985 - 1992
Education
University of South Florida 1980 — 1985
Bachelors, Business Administration
BBVA Compass Bank April 2011 - October 2014
Wells Fargo Bank October 2009 - April 2011
Ames Taping Tools October 2005 - September 2009
Multiple Contracts December 1991 - October 2001
Bank South November 1988 - November 1992
Bank South March 1981 - November 1992
Education
University of South Carolina-Columbia 1972 — 1976
BS, Pre Med
Boiling Springs High School 1959 — 1969
Graduate
INXPO July 2011 - Present
Wells Fargo Bank July 2010 - February 2011
Wells Fargo Financial April 2010 - July 2010
The Internet Company/Jobnab.com August 2008 - March 2010
Skills
Event Planning, Event Management, Lead Generation, Training, Marketing, Sales Operations, SaaS, Salesforce.com, Financial Services, Project Management, Social Networking, Account Management, CRM, Sales, Strategic Partnerships
Education
University of South Florida 2004 — 2008
Bachelor, Finance
JW Mitchell High School 2000 — 2004
Wells Fargo Bank 2007 - Present
Wells Fargo Bank 1999 - 2007
JPMorgan Chase 1993 - 1999
Skills
Commercial Lending, Commercial Banking
Education
University of South Carolina-Columbia
B.S. in Business Administration, Finance and Marketing
University of Virginia - Darden Graduate School of Business Administration
MBA, Finance
Wells Fargo 2010 - Present
Wells Fargo Bank 2003 - 2010
Skills
Portfolio Management, Investments, Fixed Income, Banking
Education
Washington University in St. Louis - Olin Business School 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Southern California 1986 — 1990
Bachelor's Degree, Finance and Business Economics
Verizon Wireless September 2010 - Present
ATLANTA METRO AREA January 2009 - Present
Wells Fargo July 2006 - Present
MISSOURI & ILLINOIS June 2006 - Present
Star Performer Nominee February 2005 - Present
Wells Fargo May 2003 - Present
Wells Fargo January 2003 - Present
Wells Fargo Bank November 2002 - Present
Wells Fargo Bank January 2001 - Present
Wells Fargo Financial 2000 - 2010
Education
University of South Florida
B.S, FINANCE & ECONOMICS
Southern First Bank 2014 - Present
Wells Fargo Bank October 2010 - October 2014
Wells Fargo Bank October 2010 - October 2014
The South Financial Group April 1994 - September 2010
Skills
Commercial Lending, Commercial Banking, Credit, Small Business Lending, Loans, Banking, Credit Analysis, Consumer Lending, Financial Analysis, Credit Risk, Lines Of Credit, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Underwriting
Education
University of South Carolina 1972 — 1976
Finance, Banking
University of South Carolina - The Moore School of Business 1972 — 1976
Finance, Banking
University of South Carolina-Columbia 1972 — 1976
Bachelor's Degree, Finance and Banking
Wells Fargo April 2015 - Present
Wells Fargo 2009 - Present
Wells Fargo Bank April 2007 - April 2009
Banc of America Securities 2001 - 2007
Education
University of South Carolina - Darla Moore School of Business 1997 — 2001
Bachelors, Finance and Accounting
Wells Fargo Bank September 2008 - Present
Wachovia Securities International Ltd. 2002 - 2008
Skills
Treasury Management, Asset Based Lending, Credit Analysis, Commercial Lending, Commercial Banking, Capital Markets, Series 7, Credit, Loans, Banking, Small Business Lending, Corporate Finance, Credit Risk, Portfolio Management, Investment Banking, Finance, Risk Management, Cash Management
Education
University of South Carolina - The Moore School of Business
MIBS, International Finance
Bank of America July 2014 - Present
OneWest Bank October 2007 - February 2013
Wells Fargo Bank August 2004 - June 2006
Wells Fargo Bank August 2000 - August 2004
Skills
Cash Management, Consumer Lending, Retail Banking, Mortgage Banking, Deposits, Banking, Credit, Commercial Banking, Small Business Lending, Loans, Commercial Lending, Portfolio Management, Credit Analysis, Mortgage Lending, Loan Origination, Credit Risk, Lines Of Credit, Cross Selling
Education
University of Southern California 1980 — 1984
Real Estate Finance
University of Southern California
PNC June 2013 - Present
Wells Fargo Bank April 2010 - June 2013
Bank of America 2005 - 2009
Milliken & Company 2001 - 2003
Skills
Credit, Sales, E-commerce, Financial Analysis, Commercial Banking
Education
University of South Carolina - Darla Moore School of Business 2003 — 2005
International MBA, Finance
Wofford College 1997 — 2001
Physics and German
Wells Fargo Bank January 2013 - Present
Bank of America May 2001 - January 2013
Skills
Loans, Credit, Banking, Mortgage Lending, Credit Analysis, Mortgage Banking, Portfolio Management, Small Business Lending, Consumer Lending, Relationship Management, Investments
Education
University of Southern California
Business Administration and Management, General
Wells Fargo Bank 2014 - Present
Wells Fargo Bank 2003 - 2014
Wells Fargo 1995 - 2003
Wells Fargo 1992 - 1995
Skills
Credit, Loans, Portfolio Management, Banking, Commercial Banking, Credit Analysis, Commercial Lending, Financial Analysis, Credit Risk, Treasury Management, Financial Modeling, Underwriting
Education
University of Southern California 1988 — 1992
Bachelor of Arts (B.A.), Economics
Wachovia, A Wells Fargo Company 2009 - Present
Wells Fargo Bank 2009 - Present
CSX Corporation 1999 - 2003
Sea-Land Service 1994 - 1999
Skills
Banking, Customer Service, AML, Bank Secrecy Act, Risk Management, Auditing, Operational Risk..., Credit Risk, Financial Services
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, Russian, Business
Vassar College 1985 — 1989
BA, Russian
Wells Fargo Bank Senior Trust and Fiduciary SpecialistSenior Vice President and Senior Trust and Fiduciary SpecialistWells FargoJune 1987 - Present
Skills
Wealth Management, Banking, Estate Planning, Strategic Financial..., Wealth Management..., Portfolio Management, Series 7, Mutual Funds, Investments, Loans, Credit, High Net Worth..., Retirement Planning, Private Banking, Investment Properties, Commercial Lending, Investment Management, Trust Management, Wealth, Asset Managment, Financial Services, Investment Strategies, Asset Allocation
Education
University of South Carolina-Columbia
Bachelor of Arts (BA)
Wells Fargo Bank May 2013 - Present
Bank of America May 2010 - Present
One World Telecom November 2009 - May 2010
Mercantil Commercebank 2000 - 2009
Education
University of South Florida
Wells Fargo Bank August 2012 - Present
RBC Bank August 2006 - August 2012
Skills
Commercial Lending, Loans, Commercial Banking, Credit, Credit Analysis, Small Business Lending, Banking, Portfolio Management, Loan Origination, Underwriting, Credit Risk
Education
University of South Florida
Wells Fargo Bank August 2012 - Present
Carly Daniel Photography October 2008 - Present
Wells Fargo December 2010 - August 2012
Wells Fargo October 2006 - December 2011
Wells Fargo December 2007 - December 2010
Education
USC 2001 — 2005
Bachelor of Science (BS), Economics
Wells Fargo Bank August 2010 - Present
Education
University of South Florida
Bachelor of Business Administration (B.B.A.), Finance
Cape Coral High School
Wells Fargo Bank October 2006 - Present
Education
University of South Florida - College of Business Administration
Wells Fargo Bank May 2007 - Present
ING January 2001 - December 2006
Assurant Group May 1995 - December 2000
United Capital Insurance Company February 1987 - April 1995
Coopers & Lybrand September 1981 - December 1986
Skills
Strategic Planning, Corporate Finance, Operational Risk..., Project and Process...
Education
University of South Carolina - The Moore School of Business 1977 — 1981
BS in Business Administration, Accounting
Edgestone Real Estate, Inc. January 2011 - Present
Wells Fargo Bank February 2009 - January 2011
Education
University of Southern California 2002 — 2006
Political Science
Calabasas High School 1999 — 2002
Wells Fargo Bank November 2008 - Present
Wachovia Bank NA March 2005 - November 2008
United States Air Force August 1994 - September 2000
Skills
Financial Analysis, Financial Reporting, Aircraft Weapons..., Banking, Customer Service, Team Building, Leadership, Credit, Portfolio Management, Management, Retail Banking, Sales, Loans
Education
University of South Carolina-Columbia 1998 — 2005
Bachelors of Science, Management and Marketing
Wells Fargo Bank March 2005 - Present
Wells Fargo Home Mortgage March 2005 - Present
Skills
Sales Management, Refinance, Mortgage Lending, Credit Analysis, FHA, Loans, Credit Risk, Real Estate, Insurance, First Time Home Buyers, Negotiation, Foreclosures
Education
University of South Carolina-Columbia 1996 — 2000
Bachelor of Science (BS), Finance and Marketing
Wells Fargo Bank October 1985 - Present
Skills
Agile Methodologies, Requirements Analysis, Microsoft SQL Server, Requirements Gathering, Business Analysis, Easytrieve, VSAM, SDLC, COBOL, Integration, CICS, JCL
Education
University of South Carolina-Columbia 1976 — 1980
Bachelor's Degree, Computer Science
Wells Fargo bank
Skills
Trust Services, Banking, Wealth Management, Wealth Management..., High Net Worth..., Relationship Management, Financial Services, Risk Management
Education
University of Southern California 1975 — 1979
Bachelor of Arts (B.A.), Psychology
First Republic Bank/First Republic Trust Company 2012 - 2014
Wells Fargo Bank 2009 - 2012
Bank of America/Bank of America Investments 2006 - 2009
Wachovia Bank (Wachovia Trust Company) 2004 - 2006
AST Trust Company (Security Trust Company) 1995 - 2004
Skills
Trusts, Trust Services, Business Development, Financial Services, Estate Planning, Wealth Management, High Net Worth..., Sales, Sales Process, Sales Presentations, Presentation Development
Education
University of Southern California
Bachelor of Arts (BA), Communications and Social Sciences
Citi July 2014 - Present
Wells Fargo Bank November 2011 - July 2014
Wells Fargo September 2010 - November 2011
Wells Fargo May 2007 - September 2010
Skills
Customer Service, Banking, Leadership, Microsoft Office, Financial Analysis, Coaching, Microsoft Word, Commercial Banking, Sales, Process Improvement
Education
Webster University 2009 — 2011
Master of Business Administration (M.B.A.)
University of South Carolina-Columbia
Bachelor of Arts (B.A.), Economics and Political Science
Wells Fargo Bank May 1994 - Present
Skills
Finance, Sales Management, Sales, Commercial Lending, Loans, Small Business Lending, Credit, Banking, Commercial Banking, Credit Analysis, Lines Of Credit, Management, Loan Origination
Education
University of South Carolina - The Moore School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Finance
University of South Carolina-Columbia 1988 — 1992
Bachelor of Arts (B.A.), English
Wells Fargo Bank May 1996 - Present
Columbia SC May 1984 - September 1985
Skills
balancing, selling,...
Education
University of South Carolina-Columbia 1981 — 1983
Associate's degree, Applied Professional Science
Dreher High School 1976 — 1981
First Republic Bank June 2013 - Present
JP MORGAN CHASE BANK January 2011 - June 2013
College Prep January 2010 - January 2011
Wells Fargo Bank January 2003 - January 2011
ZENSOKU TUNING January 2006 - January 2009
Skills
Loan Origination, Mortgage Lending, Management, Sales Management, Sales Management..., Hiring Practices, Loans, Banking
Education
UNIVERISTY OF CALIFORNIA, DAVIS
Bachelor of Science & Arts, Economics & Psychology (emphasizing Biology)
University of Southern California
Master of Arts, Teaching