Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Employee
Years
Job
Industry
Jack Marchette Jack Marchette's Wells Fargo Bank Experience July 2009 - Present
Job Principal Business Banking Relationship Manager
Industry Banking
Experience
Wells Fargo Bank July 2009 - Present
BB Hobbs Inc. September 2005 - July 2009
Triple R Farms LLC 1991 - 2005
Weyerhaeuser January 1979 - December 1990
Skills
Banking, Commercial Banking, Small Business, Loans, Financial Analysis, Business Development, Credit Analysis, Mergers & Acquisitions, New Business Development, Sales Management, Strategic Planning, Business Planning, Team Building, Selling, Commercial Lending, Risk Management, Insurance, Negotiation, Leadership, Real Estate, Credit, Sales, Analysis, Management, Finance, Underwriting, Small Business Lending, Building Relationships, Coaching, Customer Service, Loan Origination, Marketing, Process Improvement, Business Analysis, Leadership Development, Financial Modeling, Team Leadership, Strategy, Investments, Financial Services, Cash Management, Consumer Lending, Budgets, Credit Risk, Portfolio Management, Mortgage Lending, Business Strategy, Corporate Finance, Training, Cross Selling
Education
Clemson University 1974 — 1978
BS, Plant Science
Clemson University 1974 — 1978
Bachelor of Science (B.S.)
Wells Fargo Bank July 2009 - Present
BB Hobbs Inc. September 2005 - July 2009
Triple R Farms LLC 1991 - 2005
Weyerhaeuser January 1979 - December 1990
Skills
Banking, Commercial Banking, Small Business, Loans, Financial Analysis, Business Development, Credit Analysis, Mergers & Acquisitions, New Business Development, Sales Management, Strategic Planning, Business Planning, Team Building, Selling, Commercial Lending, Risk Management, Insurance, Negotiation, Leadership, Real Estate, Credit, Sales, Analysis, Management, Finance, Underwriting, Small Business Lending, Building Relationships, Coaching, Customer Service, Loan Origination, Marketing, Process Improvement, Business Analysis, Leadership Development, Financial Modeling, Team Leadership, Strategy, Investments, Financial Services, Cash Management, Consumer Lending, Budgets, Credit Risk, Portfolio Management, Mortgage Lending, Business Strategy, Corporate Finance, Training, Cross Selling
Education
Clemson University 1974 — 1978
BS, Plant Science
Clemson University 1974 — 1978
Bachelor of Science (B.S.)
Jessica Martin Jessica Martin's Wells Fargo Bank Experience May 2009 - Present
Job Vice President & Relationship Manager Commercial Real Estate at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank May 2009 - Present
Wells Fargo Bank January 2011 - May 2011
Wells Fargo Bank May 2009 - December 2010
JMC Communities October 2008 - May 2009
Struever Bros. Eccles & Rouse May 2008 - August 2008
Skills
Commercial Real Estate, Real Estate Development, Finance, Financial Modeling, Financial Analysis, Real Estate, Portfolio Management, Mergers & Acquisitions, Loans, Real Estate Economics, Credit Analysis
Education
Clemson University 2007 — 2009
Graduate, Master of Real Estate Development
Clemson University 2003 — 2007
B.S., Corporate Finance with a minor in Accounting
Wells Fargo Bank May 2009 - Present
Wells Fargo Bank January 2011 - May 2011
Wells Fargo Bank May 2009 - December 2010
JMC Communities October 2008 - May 2009
Struever Bros. Eccles & Rouse May 2008 - August 2008
Skills
Commercial Real Estate, Real Estate Development, Finance, Financial Modeling, Financial Analysis, Real Estate, Portfolio Management, Mergers & Acquisitions, Loans, Real Estate Economics, Credit Analysis
Education
Clemson University 2007 — 2009
Graduate, Master of Real Estate Development
Clemson University 2003 — 2007
B.S., Corporate Finance with a minor in Accounting
Wayne Hastad Wayne Hastad's Wells Fargo Bank Experience November 2012 - February 2014
Job Regional Bank Private Banker 2, Vice President
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo Bank November 2012 - February 2014
Wells Fargo May 2010 - November 2012
Intellifuel Systems, Inc. August 2007 - May 2010
The Home Depot December 2004 - August 2007
Skills
Professional Services, Experienced Sales..., Sales Presentations, Consumer Lending, Small Business Lending, Cold Calling, Financial Services, Loans, Cross Selling, Series 6, Series 63, Account Management, FHA, Lines Of Credit, Loan Origination, Relationship Management, Series 7, Credit, Fixed Annuities, Wealth Management, Mutual Funds, Investments, Small Business, Private Banking, Commercial Lending, Sales, Microsoft Office, Customer Service, Leadership, Banking, Mortgage Lending
Education
University of Central Florida 2004 — 2006
Bachelor's degree, Organizational Communication, General
College of Central Florida 2001 — 2004
Associate of Arts (A.A.), Mass Communication/Media Studies
Wells Fargo February 2014 - Present
Wells Fargo Bank November 2012 - February 2014
Wells Fargo May 2010 - November 2012
Intellifuel Systems, Inc. August 2007 - May 2010
The Home Depot December 2004 - August 2007
Skills
Professional Services, Experienced Sales..., Sales Presentations, Consumer Lending, Small Business Lending, Cold Calling, Financial Services, Loans, Cross Selling, Series 6, Series 63, Account Management, FHA, Lines Of Credit, Loan Origination, Relationship Management, Series 7, Credit, Fixed Annuities, Wealth Management, Mutual Funds, Investments, Small Business, Private Banking, Commercial Lending, Sales, Microsoft Office, Customer Service, Leadership, Banking, Mortgage Lending
Education
University of Central Florida 2004 — 2006
Bachelor's degree, Organizational Communication, General
College of Central Florida 2001 — 2004
Associate of Arts (A.A.), Mass Communication/Media Studies
Phil Caputo, PMP, Six Sigma BB's Wells Fargo Bank Experience November 2007 - July 2011
Job VP/Managing Director Process ReEngineering
Industry Financial Services
Experience
Springleaf Financial Services June 2014 - Present
Bank of America June 2013 - July 2014
Bank of America February 2013 - June 2013
Bank of America May 2012 - February 2013
Ally Financial Inc. July 2011 - June 2012
Wells Fargo Bank November 2007 - July 2011
Wachovia, A Wells Fargo Company August 2007 - November 2007
Bank of America May 2004 - August 2007
IKON Office Solutions August 2000 - May 2004
Ford Motor Company June 1999 - August 2000
Skills
PMO, Business Process..., SDLC, Process Improvement, Business Analysis, Business Requirements, Project Portfolio..., PMP, Vendor Management, Process Engineering, Operations Management, Program Management, Change Management, Strategy, Management, Risk Management, Team Management, Business Process, Requirements Analysis, Agile Methodologies, Portfolio Management, Six Sigma, Leadership
Education
Clemson University - College of Business and Behavioral Science
BS, Business Management
Motorola
Six Sigma Black Belt
Springleaf Financial Services June 2014 - Present
Bank of America June 2013 - July 2014
Bank of America February 2013 - June 2013
Bank of America May 2012 - February 2013
Ally Financial Inc. July 2011 - June 2012
Wells Fargo Bank November 2007 - July 2011
Wachovia, A Wells Fargo Company August 2007 - November 2007
Bank of America May 2004 - August 2007
IKON Office Solutions August 2000 - May 2004
Ford Motor Company June 1999 - August 2000
Skills
PMO, Business Process..., SDLC, Process Improvement, Business Analysis, Business Requirements, Project Portfolio..., PMP, Vendor Management, Process Engineering, Operations Management, Program Management, Change Management, Strategy, Management, Risk Management, Team Management, Business Process, Requirements Analysis, Agile Methodologies, Portfolio Management, Six Sigma, Leadership
Education
Clemson University - College of Business and Behavioral Science
BS, Business Management
Motorola
Six Sigma Black Belt
Stephen Sorrow's Wells Fargo Bank Experience February 2009 - October 2013
Job Senior Recruiter at Granite Solutions Groupe
Industry Capital Markets
Experience
Granite Solutions Groupe, Inc. November 2013 - Present
Wells Fargo Bank February 2009 - October 2013
Fidelity Investments January 2006 - July 2008
IBM June 2004 - December 2005
Pioneer Investments July 1999 - June 2004
Skills
Program Management, Vendor Management, Strategy, Cross-functional Team..., Management, Risk Management, Process Improvement, Project Management, Business Process..., Software Project..., Requirements Analysis, Requirements Gathering, Agile Project Management, Product Management, SDLC, Business Analysis, Integration, Analysis, SharePoint, Forecasting, Strategic Roadmaps, Banking, Web Design, Scrum, Project Portfolio..., Business Process, User-centered Design, Outstanding people..., Budgets, Financial Services, Agile Methodologies, Mentoring, Coaching, Mutual Funds, Treasury Management, Web Development, Software Development, Negotiation, Issue Management, Team Building, User Centered Design, Budget Forecasts, Human-Centered Design
Education
Bentley University 2002 — 2004
MBA, Finance
College of Charleston 1997 — 1999
BA, Philosophy
Lander University 1994 — 1997
English Literature and History
Granite Solutions Groupe, Inc. November 2013 - Present
Wells Fargo Bank February 2009 - October 2013
Fidelity Investments January 2006 - July 2008
IBM June 2004 - December 2005
Pioneer Investments July 1999 - June 2004
Skills
Program Management, Vendor Management, Strategy, Cross-functional Team..., Management, Risk Management, Process Improvement, Project Management, Business Process..., Software Project..., Requirements Analysis, Requirements Gathering, Agile Project Management, Product Management, SDLC, Business Analysis, Integration, Analysis, SharePoint, Forecasting, Strategic Roadmaps, Banking, Web Design, Scrum, Project Portfolio..., Business Process, User-centered Design, Outstanding people..., Budgets, Financial Services, Agile Methodologies, Mentoring, Coaching, Mutual Funds, Treasury Management, Web Development, Software Development, Negotiation, Issue Management, Team Building, User Centered Design, Budget Forecasts, Human-Centered Design
Education
Bentley University 2002 — 2004
MBA, Finance
College of Charleston 1997 — 1999
BA, Philosophy
Lander University 1994 — 1997
English Literature and History
Jim Hebenstreit, CFP® Jim Hebenstreit, CFP®'s Wells Fargo Bank Experience 2004 - 2005
Job Fee Only Financial Planner at ClearView Financial Planning
Industry Financial Services
Experience
ClearView Financial Planning 2013 - Present
Fidelity Investments 2005 - 2010
Wells Fargo Bank 2004 - 2005
Independent Capital Management 2003 - 2004
Todd-AO 1989 - 2002
Skills
Retirement Planning, Investments, Insurance, Estate Planning, Financial Planning, Retirement
Education
College for Financial Planning 2010 — 2012
CFP® Professional Education Program, Personal Financial Planning
University of Southern California
B.A.
ClearView Financial Planning 2013 - Present
Fidelity Investments 2005 - 2010
Wells Fargo Bank 2004 - 2005
Independent Capital Management 2003 - 2004
Todd-AO 1989 - 2002
Skills
Retirement Planning, Investments, Insurance, Estate Planning, Financial Planning, Retirement
Education
College for Financial Planning 2010 — 2012
CFP® Professional Education Program, Personal Financial Planning
University of Southern California
B.A.
Dale Golden's Wells Fargo Bank Experience July 1993 - December 2006
Job Head of Northern California Women's Business Banking Program at Torrey Pines Bank
Industry Banking
Experience
Torrey Pines Bank January 2007 - Present
Torrey Pines Bank 2007 - Present
Wells Fargo Bank July 1993 - December 2006
SOAR April 1983 - October 1990
Skills
Speaker, Team Leadership, Social Networking, Financial Advisory, Private Banking, Banking, Credit, Retail Banking, Loans, Commercial Banking, Commercial Lending, Credit Cards, Public Speaking, Non-profits, Women Leaders, Women Owned Business, Networking, Business Networking, Small Business Lending, Event Planning, Leadership Development, Nonprofits, Small Business, New Business Development, Business Development, Marketing, Mortgage Lending, Portfolio Management, Real Estate, Commercial Real Estate, Strategic Planning, Leadership, Customer Service, Sales, Investments, Finance, Credit Analysis, Underwriting, Wealth Management, Mortgage Banking, Relationship Management, Strategic Financial..., Real Estate Financing, Residential Mortgages, Refinance, Real Estate Economics, FHA, Financial Analysis, Asset Management, Fundraising
Education
Colby College 1972 — 1976
BA, American Studies
Pomona College 1974 — 1975
English, Education
Torrey Pines Bank January 2007 - Present
Torrey Pines Bank 2007 - Present
Wells Fargo Bank July 1993 - December 2006
SOAR April 1983 - October 1990
Skills
Speaker, Team Leadership, Social Networking, Financial Advisory, Private Banking, Banking, Credit, Retail Banking, Loans, Commercial Banking, Commercial Lending, Credit Cards, Public Speaking, Non-profits, Women Leaders, Women Owned Business, Networking, Business Networking, Small Business Lending, Event Planning, Leadership Development, Nonprofits, Small Business, New Business Development, Business Development, Marketing, Mortgage Lending, Portfolio Management, Real Estate, Commercial Real Estate, Strategic Planning, Leadership, Customer Service, Sales, Investments, Finance, Credit Analysis, Underwriting, Wealth Management, Mortgage Banking, Relationship Management, Strategic Financial..., Real Estate Financing, Residential Mortgages, Refinance, Real Estate Economics, FHA, Financial Analysis, Asset Management, Fundraising
Education
Colby College 1972 — 1976
BA, American Studies
Pomona College 1974 — 1975
English, Education
Tim Gholson Tim Gholson's Wells Fargo Bank Experience August 1983 - June 2010
Job COO of NewGov Foundation
Industry Internet
Experience
NewGov Foundation March 2011 - Present
Wells Fargo Bank August 1983 - June 2010
Skills
Entrepreneurship, Social Media, New Business Development, Strategic Planning, Social Media Marketing, Finance, Retail Banking, Branch Banking, People Development, Inspiring People, Consumer Lending, Commercial Lending, Loans, Public Relations, Management, Social Networking, Marketing Communications, Marketing, Marketing Strategy, Commercial Banking, Banking, Leadership, Mortgage Banking
Education
Coe College 1977 — 1981
Bachelor of Arts (BA), Business Admin and Accounting
NewGov Foundation March 2011 - Present
Wells Fargo Bank August 1983 - June 2010
Skills
Entrepreneurship, Social Media, New Business Development, Strategic Planning, Social Media Marketing, Finance, Retail Banking, Branch Banking, People Development, Inspiring People, Consumer Lending, Commercial Lending, Loans, Public Relations, Management, Social Networking, Marketing Communications, Marketing, Marketing Strategy, Commercial Banking, Banking, Leadership, Mortgage Banking
Education
Coe College 1977 — 1981
Bachelor of Arts (BA), Business Admin and Accounting
Bill Noonan Bill Noonan's Wells Fargo Bank Experience December 2004 - October 2007
Job Commercial Relationship Manager at Guaranty Bank and Trust
Industry Banking
Experience
Guaranty Bank and Trust Company December 2013 - Present
The Broomfield Chamber of Commerce 2015 - 2015
Mutual of Omaha Bank August 2011 - December 2013
BBVA Compass April 2009 - August 2011
BBVA Compass October 2007 - April 2009
Wells Fargo Bank December 2004 - October 2007
Skills
Commercial Lending, Real Estate Financing, Commercial Banking, Loans, Credit, Commercial Mortgages, Finance, Banking, Credit Analysis, Lines Of Credit, Consumer Lending, Business Development
Education
University of Colorado at Boulder 1995 — 1997
MBA, Entrepreneurship, Finance
Colgate University 1985 — 1989
Bachelor of Arts, Sociology
Princeton Day School
Guaranty Bank and Trust Company December 2013 - Present
The Broomfield Chamber of Commerce 2015 - 2015
Mutual of Omaha Bank August 2011 - December 2013
BBVA Compass April 2009 - August 2011
BBVA Compass October 2007 - April 2009
Wells Fargo Bank December 2004 - October 2007
Skills
Commercial Lending, Real Estate Financing, Commercial Banking, Loans, Credit, Commercial Mortgages, Finance, Banking, Credit Analysis, Lines Of Credit, Consumer Lending, Business Development
Education
University of Colorado at Boulder 1995 — 1997
MBA, Entrepreneurship, Finance
Colgate University 1985 — 1989
Bachelor of Arts, Sociology
Princeton Day School
Daniel Kirk's Wells Fargo Bank Experience May 2005 - November 2012
Job AVP, Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Citizens Bank November 2012 - August 2014
Delaware Church of Christ June 2008 - May 2014
Wells Fargo Bank May 2005 - November 2012
Skills
Wealth Management, Private Banking, High Net Worth..., Investment Advisory, Series 7, Lines Of Credit, Home Equity Lines of..., Small Business Lending, Consumer Lending, Home Equity, Series 65, Series 63, Series 6, Trust Services, Investment Management, Credit, Securities, Mutual Funds, Retirement Planning, Asset Allocation, Mortgage Lending, Banking
Education
College for Financial Planning 2014 — 2015
CFP Candidate 2015
La Salle University 1993 — 1997
BA
LML through ML Chamber of Commerce
Wells Fargo August 2014 - Present
Citizens Bank November 2012 - August 2014
Delaware Church of Christ June 2008 - May 2014
Wells Fargo Bank May 2005 - November 2012
Skills
Wealth Management, Private Banking, High Net Worth..., Investment Advisory, Series 7, Lines Of Credit, Home Equity Lines of..., Small Business Lending, Consumer Lending, Home Equity, Series 65, Series 63, Series 6, Trust Services, Investment Management, Credit, Securities, Mutual Funds, Retirement Planning, Asset Allocation, Mortgage Lending, Banking
Education
College for Financial Planning 2014 — 2015
CFP Candidate 2015
La Salle University 1993 — 1997
BA
LML through ML Chamber of Commerce
Kathleen Reinert Kathleen Reinert's Wells Fargo Bank Experience May 2006 - Present
Job Loan Consultant, NMLSR ID:404262 Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2006 - Present
Washington Mutual Bank May 2001 - May 2006
Bank of America June 1991 - May 2001
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, FHA, Refinance, Credit, VA loans, FHA financing, Banking, Residential Mortgages, USDA, Government Loans, Consumer Lending, Commercial Lending, Small Business Lending, Foreclosures, Real Estate, Sellers, First Time Home Buyers, Reverse Mortgages, Investment Properties, VA Loans, FHA Financing
Education
University of Phoenix 1996 — 1999
Business
College for Financial Planning 1986 — 1986
Licensed Paraplanner, Individual Financial Planning
Wells Fargo Bank May 2006 - Present
Washington Mutual Bank May 2001 - May 2006
Bank of America June 1991 - May 2001
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Loans, FHA, Refinance, Credit, VA loans, FHA financing, Banking, Residential Mortgages, USDA, Government Loans, Consumer Lending, Commercial Lending, Small Business Lending, Foreclosures, Real Estate, Sellers, First Time Home Buyers, Reverse Mortgages, Investment Properties, VA Loans, FHA Financing
Education
University of Phoenix 1996 — 1999
Business
College for Financial Planning 1986 — 1986
Licensed Paraplanner, Individual Financial Planning
Dennis Thonvold Dennis Thonvold's Wells Fargo Bank Experience May 2008 - Present
Job Senior Director of Brokerage for Wealth Brokerage Services at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Bank May 2008 - Present
Wells Fargo Advisors May 2008 - Present
Skills
Investments, Financial Services, Risk Management, Sales, Customer Service, Financial Recruiting
Education
College for Financial Planning
CFP
St. Cloud State University
Bachelor's of Science, Accounting
Wells Fargo Bank May 2008 - Present
Wells Fargo Advisors May 2008 - Present
Skills
Investments, Financial Services, Risk Management, Sales, Customer Service, Financial Recruiting
Education
College for Financial Planning
CFP
St. Cloud State University
Bachelor's of Science, Accounting
Dina Markos Dina Markos's Wells Fargo Bank Experience April 2011 - October 2014
Job Sr. Home Mortgage Consultant at Charter One Bank
Industry Real Estate
Experience
Charter One Bank October 2014 - Present
Wells Fargo Bank April 2011 - October 2014
Wells Fargo Home Mortgage 2010 - 2012
Skills
Loans, FHA, Refinance, Mortgage Lending, Mortgage Banking, FHA financing, Customer Service, VA loans, Credit, Loan Origination, Government Loans, Residential Mortgages, Sellers, USDA, VA Loans, Reverse Mortgages, FHA Financing
Education
Cleveland State University 1996 — 2000
Business, Marketing
Charter One Bank October 2014 - Present
Wells Fargo Bank April 2011 - October 2014
Wells Fargo Home Mortgage 2010 - 2012
Skills
Loans, FHA, Refinance, Mortgage Lending, Mortgage Banking, FHA financing, Customer Service, VA loans, Credit, Loan Origination, Government Loans, Residential Mortgages, Sellers, USDA, VA Loans, Reverse Mortgages, FHA Financing
Education
Cleveland State University 1996 — 2000
Business, Marketing
Leslie S. Klein, CFP® Leslie S. Klein, CFP®'s Wells Fargo Bank Experience 1995 - 1997
Job Director, Charitable Giving at The San Diego Foundation
Industry Financial Services
Experience
The San Diego Foundation August 2013 - Present
First American Trust June 2002 - July 2013
First National Bank 1997 - 2002
Wells Fargo Bank 1995 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Strategic Financial..., Planned Giving, Retirement, High Net Worth..., Financial Advisory, Investment Advisory, Philanthropy, Trusts, Wealth Management..., Banking, Charities, Financial Planning, Small Business, Investments, Asset Management
Education
Miami University 1974 — 1978
BSBus, Management, Marketing
College for Financial Planning
CFP
The San Diego Foundation August 2013 - Present
First American Trust June 2002 - July 2013
First National Bank 1997 - 2002
Wells Fargo Bank 1995 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Strategic Financial..., Planned Giving, Retirement, High Net Worth..., Financial Advisory, Investment Advisory, Philanthropy, Trusts, Wealth Management..., Banking, Charities, Financial Planning, Small Business, Investments, Asset Management
Education
Miami University 1974 — 1978
BSBus, Management, Marketing
College for Financial Planning
CFP
Brenda Robinson Brenda Robinson's Wells Fargo Bank Experience 2000 - Present
Job Sr. Vice President, Sr. Relationship Manager, Commercial Banking at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank 2000 - Present
Education
College of Business
MBA, Business / Finance
University of Oklahoma
B.A., English, French
Wells Fargo Bank 2000 - Present
Education
College of Business
MBA, Business / Finance
University of Oklahoma
B.A., English, French
Denise. Zapzalka Denise. Zapzalka's Wells Fargo Bank Experience 1993 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo April 1994 - Present
Wells Fargo Bank 1993 - Present
Education
College of Saint Benedict 1988 — 1992
Aquinas High School 1986 — 1988
High School Degree
LaCrescent High School 1984 — 1986
High School Degree
Wells Fargo April 1994 - Present
Wells Fargo Bank 1993 - Present
Education
College of Saint Benedict 1988 — 1992
Aquinas High School 1986 — 1988
High School Degree
LaCrescent High School 1984 — 1986
High School Degree
Ian Dybas Ian Dybas's Wells Fargo Bank Experience October 2011 - December 2012
Job Wintrust Mortgage Correspondent Auditor
Industry Banking
Experience
Wintrust Mortgage May 2013 - Present
Root Studios June 2009 - Present
Wells Fargo Home Mortgage December 2012 - May 2013
Wells Fargo Bank October 2011 - December 2012
Skills
Analysis, Software Documentation, Training, Mortgage Lending, Loans, Photoshop, Photography, Computer Hardware, Microsoft Office, Stata, Access, Banking, Social Media, Team Leadership, Underwriting, Customer Satisfaction
Education
Illinois State University 2008 — 2011
Bachelors of Science, Economics
College of DuPage 2006 — 2008
A.A., Business Admin
Wintrust Mortgage May 2013 - Present
Root Studios June 2009 - Present
Wells Fargo Home Mortgage December 2012 - May 2013
Wells Fargo Bank October 2011 - December 2012
Skills
Analysis, Software Documentation, Training, Mortgage Lending, Loans, Photoshop, Photography, Computer Hardware, Microsoft Office, Stata, Access, Banking, Social Media, Team Leadership, Underwriting, Customer Satisfaction
Education
Illinois State University 2008 — 2011
Bachelors of Science, Economics
College of DuPage 2006 — 2008
A.A., Business Admin
Cathy (Cathy Lindauer) Lopez, AAMS Cathy (Cathy Lindauer) Lopez, AAMS's Wells Fargo Bank Experience June 2005 - September 2008
Job Financial Consultant at Comerica Securities Inc
Industry Financial Services
Experience
Comerica Securities Inc April 2015 - Present
Northpointe Financial July 2012 - April 2015
Dress For Success Phoenix 2012 - 2014
AXA Advisors July 2010 - July 2012
Wells Fargo January 2008 - November 2010
Wells Fargo Bank June 2005 - September 2008
Wells Fargo Bank 2002 - 2003
Wells Fargo Bank January 1996 - January 2002
Wells Fargo Bank January 1994 - January 1996
Skills
Retirement Planning..., Retirement Planning, Investments, Fixed Annuities, Securities, FINRA, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Asset Managment, Wealth Management..., Asset Allocation, Financial Advisory, Alternative Investments, Series 9 & 10 Licensed, Life Insurance, Long-term care insurance
Education
College for Financial Planning
Asset Management
Comerica Securities Inc April 2015 - Present
Northpointe Financial July 2012 - April 2015
Dress For Success Phoenix 2012 - 2014
AXA Advisors July 2010 - July 2012
Wells Fargo January 2008 - November 2010
Wells Fargo Bank June 2005 - September 2008
Wells Fargo Bank 2002 - 2003
Wells Fargo Bank January 1996 - January 2002
Wells Fargo Bank January 1994 - January 1996
Skills
Retirement Planning..., Retirement Planning, Investments, Fixed Annuities, Securities, FINRA, Series 7, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Portfolio Management, Asset Managment, Wealth Management..., Asset Allocation, Financial Advisory, Alternative Investments, Series 9 & 10 Licensed, Life Insurance, Long-term care insurance
Education
College for Financial Planning
Asset Management
Jackieann Jackson's Wells Fargo Bank Experience March 2005 - December 2012
Job VP CTS Tax at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
Wells Fargo Bank March 2005 - December 2012
Wells Fargo January 1986 - March 2005
Skills
Investments, Process Improvement, Relationship Management, Business Analysis, Portfolio Management
Education
College of St. Benedict 1981 — 1985
BA, Business Administration
Saint John's University
Wells Fargo December 2012 - Present
Wells Fargo Bank March 2005 - December 2012
Wells Fargo January 1986 - March 2005
Skills
Investments, Process Improvement, Relationship Management, Business Analysis, Portfolio Management
Education
College of St. Benedict 1981 — 1985
BA, Business Administration
Saint John's University
Gabrielle Agha's Wells Fargo Bank Experience August 2006 - January 2012
Job Client Service Associate at Abbot Downing
Industry Banking
Experience
Abbot Downing January 2012 - Present
Wells Fargo Bank August 2006 - January 2012
Skills
Consumer Lending, Retail Banking, Cross Selling, Small Business Lending, Wealth Management, Financial Services, Private Banking, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Lines Of Credit, Relationship Management, Wealth Management..., Administrative..., Office Management, Credit
Education
College of Marin 2006 — 2008
Psychology
Abbot Downing January 2012 - Present
Wells Fargo Bank August 2006 - January 2012
Skills
Consumer Lending, Retail Banking, Cross Selling, Small Business Lending, Wealth Management, Financial Services, Private Banking, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Lines Of Credit, Relationship Management, Wealth Management..., Administrative..., Office Management, Credit
Education
College of Marin 2006 — 2008
Psychology
Mary (Olson) Videle Mary (Olson) Videle's Wells Fargo Bank Experience September 1996 - Present
Job Vice President, In Store Advertising at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 1996 - Present
John Ryan and Company 1991 - 1996
Skills
Advertising, Financial Services, Strategy, Management
Education
Pacific Coast Banking School 2008 — 2011
College of Saint Benedict 1984 — 1988
BA, English
Wells Fargo Bank September 1996 - Present
John Ryan and Company 1991 - 1996
Skills
Advertising, Financial Services, Strategy, Management
Education
Pacific Coast Banking School 2008 — 2011
College of Saint Benedict 1984 — 1988
BA, English
David Zimmerman's Wells Fargo Bank Experience March 2007 - July 2009
Job Senior Vice President, Senior Regional Brokerage Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2009 - Present
Wells Fargo Bank March 2007 - July 2009
Wells Fargo Investments September 2005 - March 2007
Wells Fargo Investments September 2004 - September 2005
Wells Fargo Bank April 2003 - September 2005
Prudential Securities January 2002 - April 2003
RBC Dain Rauscher, Inc. May 1997 - January 2002
Paine Webber, Inc. June 1993 - May 1997
Shearson Lehman Brothers January 1992 - June 1993
Shearson Lehman Brothers January 1991 - January 1992
Skills
Asset Management, Brokerage Office,..., Brokerage Strategies &..., Brokerage Manager..., Business Coaching, Debt Planning &..., Financial Advisory, Financial Advisor..., Investment Strategies, Retirement Planning, Investments, Financial Services
Education
University of Virginia - Consumer Bankers Association 2003 — 2007
Graduate School Retail Bank Management, Advanced Banking Studies
College for Financial Planning 2001 — 2001
AAMS, Accredited Asset Management Specialist
University of Pennsylvania - The Wharton School 1998 — 2001
Graduate Securities Industry Institute Management Programs, Brokerage & Financial Services
The American College 1987 — 1988
MS Financial Services Management (12hrs), Advanced Financial Services Management
College for Financial Planning 1983 — 1985
CERTIFIED FINANCIAL PLANNER™
Texas Tech University 1977 — 1981
BBA, Finance & Investments
Wells Fargo Advisors, LLC July 2009 - Present
Wells Fargo Bank March 2007 - July 2009
Wells Fargo Investments September 2005 - March 2007
Wells Fargo Investments September 2004 - September 2005
Wells Fargo Bank April 2003 - September 2005
Prudential Securities January 2002 - April 2003
RBC Dain Rauscher, Inc. May 1997 - January 2002
Paine Webber, Inc. June 1993 - May 1997
Shearson Lehman Brothers January 1992 - June 1993
Shearson Lehman Brothers January 1991 - January 1992
Skills
Asset Management, Brokerage Office,..., Brokerage Strategies &..., Brokerage Manager..., Business Coaching, Debt Planning &..., Financial Advisory, Financial Advisor..., Investment Strategies, Retirement Planning, Investments, Financial Services
Education
University of Virginia - Consumer Bankers Association 2003 — 2007
Graduate School Retail Bank Management, Advanced Banking Studies
College for Financial Planning 2001 — 2001
AAMS, Accredited Asset Management Specialist
University of Pennsylvania - The Wharton School 1998 — 2001
Graduate Securities Industry Institute Management Programs, Brokerage & Financial Services
The American College 1987 — 1988
MS Financial Services Management (12hrs), Advanced Financial Services Management
College for Financial Planning 1983 — 1985
CERTIFIED FINANCIAL PLANNER™
Texas Tech University 1977 — 1981
BBA, Finance & Investments
Timothy Kenney Timothy Kenney's Wells Fargo Bank Experience March 1993 - March 2007
Job Principal at Gerard Management Company
Industry Banking
Experience
Gerard Management Company March 2015 - Present
Community Banks of Colorado, a Division of NBH Bank, N.A. July 2013 - March 2015
First National Bank of Omaha April 2007 - May 2013
Wells Fargo Bank March 1993 - March 2007
National City Bank October 1989 - March 1993
Textron Financial - AVCO Industrial Bank February 1987 - September 1989
Northwestern Mutual May 1986 - February 1987
Skills
Commercial Banking, Portfolio Management, Banking, Financial Services, Commercial Lending, Loans, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Small Business, Retail Banking, Credit Risk, Financial Analysis, Loan Origination, Cross Selling, Finance, Business Development, Leadership, Strategy, Management, Lines Of Credit, Commercial Mortgages, SBA, Construction Loans, Treasury Management, Asset Based Lending
Education
Cleveland State University 1992 — 1992
Nance College of Business - Departed MBA Program to join Wells Fargo
Colorado State University 1981 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Sandler Sales & Topline Growth
Gerard Management Company March 2015 - Present
Community Banks of Colorado, a Division of NBH Bank, N.A. July 2013 - March 2015
First National Bank of Omaha April 2007 - May 2013
Wells Fargo Bank March 1993 - March 2007
National City Bank October 1989 - March 1993
Textron Financial - AVCO Industrial Bank February 1987 - September 1989
Northwestern Mutual May 1986 - February 1987
Skills
Commercial Banking, Portfolio Management, Banking, Financial Services, Commercial Lending, Loans, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Small Business, Retail Banking, Credit Risk, Financial Analysis, Loan Origination, Cross Selling, Finance, Business Development, Leadership, Strategy, Management, Lines Of Credit, Commercial Mortgages, SBA, Construction Loans, Treasury Management, Asset Based Lending
Education
Cleveland State University 1992 — 1992
Nance College of Business - Departed MBA Program to join Wells Fargo
Colorado State University 1981 — 1986
Bachelor of Arts (B.A.), Political Science and Government
Sandler Sales & Topline Growth
Nichole M. Jenkins's Wells Fargo Bank Experience June 2010 - March 2012
Job IT Project Manager/Business Analyst/Project Analyst
Industry Information Technology and Services
Experience
Hinda Incentives November 2014 - Present
Bank of America September 2013 - September 2014
City of Charlotte May 2012 - September 2013
Wells Fargo Bank June 2010 - March 2012
Wachovia, A Wells Fargo Company June 2010 - March 2012
PepsiCo August 2007 - January 2009
RR Donnelley April 2001 - February 2007
Skills
Requirements Gathering, Visio, Teradata, SDLC, Business Analysis, SAP, SQL Server, PeopleSoft, Filezilla, SharePoint, Microsoft Office, UltraEdit, Microsoft SQL Server, PMO, Software Documentation, Databases, Project Management, Management, Access, Business Intelligence, Program Management, Data Analysis, Training, Analysis, Business Process, Process Improvement, Business Requirements, Integration, Vendor Management, Microsoft Project, ERP, Leadership
Education
National-Louis University
Bachelor of Arts (BA), Behavioral Sciences/Managemnt, 3.87
College of DuPage
Certificate of Completion in Business Management & Marketing, Business, 3.6
Hinda Incentives November 2014 - Present
Bank of America September 2013 - September 2014
City of Charlotte May 2012 - September 2013
Wells Fargo Bank June 2010 - March 2012
Wachovia, A Wells Fargo Company June 2010 - March 2012
PepsiCo August 2007 - January 2009
RR Donnelley April 2001 - February 2007
Skills
Requirements Gathering, Visio, Teradata, SDLC, Business Analysis, SAP, SQL Server, PeopleSoft, Filezilla, SharePoint, Microsoft Office, UltraEdit, Microsoft SQL Server, PMO, Software Documentation, Databases, Project Management, Management, Access, Business Intelligence, Program Management, Data Analysis, Training, Analysis, Business Process, Process Improvement, Business Requirements, Integration, Vendor Management, Microsoft Project, ERP, Leadership
Education
National-Louis University
Bachelor of Arts (BA), Behavioral Sciences/Managemnt, 3.87
College of DuPage
Certificate of Completion in Business Management & Marketing, Business, 3.6
Julie Hardy Julie Hardy's Wells Fargo Bank Experience April 2010 - July 2011
Job Talent Acquisition Manager at South State Bank
Industry Staffing and Recruiting
Experience
South State Bank December 2014 - Present
Randstad December 2011 - December 2013
Cornerstone RPO July 2011 - December 2011
Wells Fargo Bank April 2010 - July 2011
Wachovia's FirstPlace Staffing August 1999 - August 2009
Skills
Recruiting, Training, Sourcing, Human Resources, Interviews, Contract Recruitment, Management, Leadership, Temporary Placement, Business Development, Sales, Coaching, Hiring, Marketing, Talent Acquisition, Technical Recruiting, Time Management, Cold Calling, Applicant Tracking..., Internet Recruiting, Onboarding, College Recruiting, Staffing Services, Temporary Staffing, Employee Relations, Talent Management, Performance Management
Education
College of Charleston
Bachelor of Arts, Fine Arts
South State Bank December 2014 - Present
Randstad December 2011 - December 2013
Cornerstone RPO July 2011 - December 2011
Wells Fargo Bank April 2010 - July 2011
Wachovia's FirstPlace Staffing August 1999 - August 2009
Skills
Recruiting, Training, Sourcing, Human Resources, Interviews, Contract Recruitment, Management, Leadership, Temporary Placement, Business Development, Sales, Coaching, Hiring, Marketing, Talent Acquisition, Technical Recruiting, Time Management, Cold Calling, Applicant Tracking..., Internet Recruiting, Onboarding, College Recruiting, Staffing Services, Temporary Staffing, Employee Relations, Talent Management, Performance Management
Education
College of Charleston
Bachelor of Arts, Fine Arts
Ezekiel Winders Ezekiel Winders's Wells Fargo Bank Experience May 2010 - June 2011
Job Commercial Lending Officer at First Community Bank of Galena
Industry Financial Services
Experience
First Community Bank of Galena June 2011 - Present
Wells Fargo Bank May 2010 - June 2011
Wells Fargo Bank June 2009 - May 2010
Skills
PowerPoint, Leadership, Investments, Finance, Loans, Credit, Financial Analysis, Commercial Lending, Banking
Education
Clarke University 2005 — 2009
BA, Business Adminstration, Finance
First Community Bank of Galena June 2011 - Present
Wells Fargo Bank May 2010 - June 2011
Wells Fargo Bank June 2009 - May 2010
Skills
PowerPoint, Leadership, Investments, Finance, Loans, Credit, Financial Analysis, Commercial Lending, Banking
Education
Clarke University 2005 — 2009
BA, Business Adminstration, Finance
Rebecca Austin Rebecca Austin's Wells Fargo Bank Experience 1998 - 1999
Job Cash Management Specialist, VP at Anchor Bank
Industry Banking
Experience
Anchor Bank January 2002 - Present
Wells Fargo 2001 - 2002
Wells Fargo 1999 - 2001
Wells Fargo Bank 1998 - 1999
Wells Fargo Bank 1997 - 1998
Skills
Banking, Cash Management, Treasury Management, Commercial Banking, Deposits, Sales, Credit, ACH, Relationship Management, Credit Cards, Small Business, Credit Analysis, Small Business Lending, Consumer Lending
Education
College of Saint Benedict 1993 — 1997
Saint John's University 1993 — 1997
Communication
Anchor Bank January 2002 - Present
Wells Fargo 2001 - 2002
Wells Fargo 1999 - 2001
Wells Fargo Bank 1998 - 1999
Wells Fargo Bank 1997 - 1998
Skills
Banking, Cash Management, Treasury Management, Commercial Banking, Deposits, Sales, Credit, ACH, Relationship Management, Credit Cards, Small Business, Credit Analysis, Small Business Lending, Consumer Lending
Education
College of Saint Benedict 1993 — 1997
Saint John's University 1993 — 1997
Communication
Christina Riffle, CFP®, CTFA's Wells Fargo Bank Experience January 2002 - Present
Job Senior Fiduciary Advisory Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank January 2002 - Present
Firstar Bank/US Bank January 1998 - January 2001
Black Hawk County Attorney's Office/Waterloo January 1994 - January 1998
Skills
Estate Planning, Trusts, Strategic Financial..., Wealth, New Business Development
Education
College for Financial Planning 2008 — 2010
Certified Financial Planner TM, Financial Planning
Cannon Financial Institute 2005 — 2006
Certified Trust & Financial Advisor, Trust and Estate Planning
University of Northern Iowa
Bachelor of Arts, Sociology
Wells Fargo Bank January 2002 - Present
Firstar Bank/US Bank January 1998 - January 2001
Black Hawk County Attorney's Office/Waterloo January 1994 - January 1998
Skills
Estate Planning, Trusts, Strategic Financial..., Wealth, New Business Development
Education
College for Financial Planning 2008 — 2010
Certified Financial Planner TM, Financial Planning
Cannon Financial Institute 2005 — 2006
Certified Trust & Financial Advisor, Trust and Estate Planning
University of Northern Iowa
Bachelor of Arts, Sociology
Nadynne Lynne (Herrmann-Mann) Moore Nadynne Lynne (Herrmann-Mann) Moore's Wells Fargo Bank Experience October 2007 - September 2009
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2015 - Present
Edward Jones September 2009 - February 2015
Wells Fargo Investments April 2009 - September 2009
Wells Fargo Bank October 2007 - September 2009
Sierra Microwave Technology January 2007 - October 2007
AFLAC Insurance January 2006 - October 2007
VWR International, Inc. June 2005 - November 2005
VWR International, Inc. June 2002 - 2005
Alameda Chemical and Scientific, Inc. 1998 - 2002
Pacific Pac International June 1995 - 1998
Skills
Insurance, Finance, Retirement Planning, Investments, Leadership, Sales, Mutual Funds, Series 7, Fixed Annuities, Investment Strategies, Sales Management, IRAs, Retirement, Team Building, New Business Development, Financial Advisory, Small Business, Strategic Planning, Financial Services, Pensions, Financial Analysis, Investment Advisory, Estate Consideration, Asset Allocation..., Asset Protection..., Wealth Protection..., Income Protection...
Education
College for Financial Planning
AAMS - Accredited Asset Management Specialist
Mission College, Santa Clara 1985 — 1996
Marketing, Marketing & Economics
West Valley College 1980 — 1983
General Education
Pioneer High School 1976 — 1979
Graduated
John Muir Junior High, San Jose 1973 — 1975
Wells Fargo Advisors, LLC February 2015 - Present
Edward Jones September 2009 - February 2015
Wells Fargo Investments April 2009 - September 2009
Wells Fargo Bank October 2007 - September 2009
Sierra Microwave Technology January 2007 - October 2007
AFLAC Insurance January 2006 - October 2007
VWR International, Inc. June 2005 - November 2005
VWR International, Inc. June 2002 - 2005
Alameda Chemical and Scientific, Inc. 1998 - 2002
Pacific Pac International June 1995 - 1998
Skills
Insurance, Finance, Retirement Planning, Investments, Leadership, Sales, Mutual Funds, Series 7, Fixed Annuities, Investment Strategies, Sales Management, IRAs, Retirement, Team Building, New Business Development, Financial Advisory, Small Business, Strategic Planning, Financial Services, Pensions, Financial Analysis, Investment Advisory, Estate Consideration, Asset Allocation..., Asset Protection..., Wealth Protection..., Income Protection...
Education
College for Financial Planning
AAMS - Accredited Asset Management Specialist
Mission College, Santa Clara 1985 — 1996
Marketing, Marketing & Economics
West Valley College 1980 — 1983
General Education
Pioneer High School 1976 — 1979
Graduated
John Muir Junior High, San Jose 1973 — 1975
Robert DeVaux, CFP® Robert DeVaux, CFP®'s Wells Fargo Bank Experience January 2010 - Present
Job Private Banker, VP
Industry Banking
Experience
Wells Fargo Private Bank June 2013 - Present
Wells Fargo Bank January 2010 - Present
Wachovia Bank N.A. January 2008 - December 2009
Wachovia Bank 2005 - 2007
Skills
Investments, Series 7, Retirement Planning, Banking, Small Business Lending, Private Banking, Loans, Wealth Management, Credit, High Net Worth..., Mortgage, Cash Management, Lines Of Credit, Custom Credit, Credit Risk, Balance Sheet Review, Series 66, Private Foundations, Holistic Financial...
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS Management, Business Management, Economics
Oglethorpe University 2013 — 2014
Certified Financial Planner
Wells Fargo Private Bank June 2013 - Present
Wells Fargo Bank January 2010 - Present
Wachovia Bank N.A. January 2008 - December 2009
Wachovia Bank 2005 - 2007
Skills
Investments, Series 7, Retirement Planning, Banking, Small Business Lending, Private Banking, Loans, Wealth Management, Credit, High Net Worth..., Mortgage, Cash Management, Lines Of Credit, Custom Credit, Credit Risk, Balance Sheet Review, Series 66, Private Foundations, Holistic Financial...
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
BS Management, Business Management, Economics
Oglethorpe University 2013 — 2014
Certified Financial Planner
Donald Hartmann Donald Hartmann's Wells Fargo Bank Experience May 1995 - December 1999
Job Banking Professional
Industry Banking
Experience
Monterey County Bank March 2015 - Present
Redwood Capital Bank September 2007 - November 2014
Mid-State Bank & Trust August 2004 - October 2006
Millennium Bank April 2000 - July 2004
Wells Fargo Bank May 1995 - December 1999
Bank of America June 1978 - April 1995
Skills
Risk Management, Commercial Banking, Business Planning, Credit, Financial Analysis, Loans, Portfolio Management, Capital Markets, Banking, Relationship Management, Credit Risk, Corporate Finance, Credit Analysis, Leadership, CRM, Strategic Planning, Management, Commercial Lending, Analysis, Start-ups, Underwriting, Investments, Sales
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Finance, Accounting & Marketing
Colgate University 1972 — 1975
B.A., English
Monterey County Bank March 2015 - Present
Redwood Capital Bank September 2007 - November 2014
Mid-State Bank & Trust August 2004 - October 2006
Millennium Bank April 2000 - July 2004
Wells Fargo Bank May 1995 - December 1999
Bank of America June 1978 - April 1995
Skills
Risk Management, Commercial Banking, Business Planning, Credit, Financial Analysis, Loans, Portfolio Management, Capital Markets, Banking, Relationship Management, Credit Risk, Corporate Finance, Credit Analysis, Leadership, CRM, Strategic Planning, Management, Commercial Lending, Analysis, Start-ups, Underwriting, Investments, Sales
Education
Northwestern University - Kellogg School of Management 1976 — 1978
MBA, Finance, Accounting & Marketing
Colgate University 1972 — 1975
B.A., English
Dana Bigalke Dana Bigalke's Wells Fargo Bank Experience October 2007 - April 2014
Job Participant Experience Consultant at Wells Fargo, CRSP
Industry Banking
Experience
Wells Fargo April 2014 - Present
Wells Fargo Bank October 2007 - April 2014
Wells Fargo Bank March 2005 - October 2007
Skills
Training, Team Building, Editing, Instructor-led Training, Instructional Design, Training Facilitation, Collaboration, Building Relationships, StrengthsFinder, PowerPoint, Customer Service..., Event Planning, Human Resources, Communication Skills, Pace Palette, Creative Solutions, Writing, Project Management, Strategy, Leadership, Financial Services, Relationship Management
Education
College of St. Benedict 2001 — 2004
Communication
Saint John's University 2001 — 2004
Wells Fargo April 2014 - Present
Wells Fargo Bank October 2007 - April 2014
Wells Fargo Bank March 2005 - October 2007
Skills
Training, Team Building, Editing, Instructor-led Training, Instructional Design, Training Facilitation, Collaboration, Building Relationships, StrengthsFinder, PowerPoint, Customer Service..., Event Planning, Human Resources, Communication Skills, Pace Palette, Creative Solutions, Writing, Project Management, Strategy, Leadership, Financial Services, Relationship Management
Education
College of St. Benedict 2001 — 2004
Communication
Saint John's University 2001 — 2004
Milton Price's Wells Fargo Bank Experience September 2009 - September 2012
Job Financial Services Manager
Industry Financial Services
Experience
First Tennessee Bank August 2014 - Present
Aflac October 2013 - January 2015
Wells Fargo Bank September 2009 - September 2012
Skills
Forecasting, New Business Development, Operations Management, Process Improvement, Budgets, Cross-functional Team..., Call Centers, Banking, Finance, Marketing, Insurance, Analysis, Credit, Microsoft Office, Small Business, Leadership Development, Customer Service, Coaching
Education
Clemson University 1987 — 1992
BS, Mechanical engineering
First Tennessee Bank August 2014 - Present
Aflac October 2013 - January 2015
Wells Fargo Bank September 2009 - September 2012
Skills
Forecasting, New Business Development, Operations Management, Process Improvement, Budgets, Cross-functional Team..., Call Centers, Banking, Finance, Marketing, Insurance, Analysis, Credit, Microsoft Office, Small Business, Leadership Development, Customer Service, Coaching
Education
Clemson University 1987 — 1992
BS, Mechanical engineering
Lisa Larkworthy Lisa Larkworthy's Wells Fargo Bank Experience January 1990 - January 1992
Job Account Manager at InnerWorkings
Industry Printing
Experience
InnerWorkings July 2014 - Present
InnerWorkings September 2011 - July 2014
Color Graphics - San Francisco July 2006 - September 2011
Anderson Lithograph 2002 - 2006
Graphic Press 2001 - 2002
Freealance @ Clear Ink 2000 - 2001
Highway One 1992 - 2000
Wells Fargo Bank January 1990 - January 1992
Education
Colgate University 1985 — 1989
BA, Philosophy, English
Glen Head
Glen Head
InnerWorkings July 2014 - Present
InnerWorkings September 2011 - July 2014
Color Graphics - San Francisco July 2006 - September 2011
Anderson Lithograph 2002 - 2006
Graphic Press 2001 - 2002
Freealance @ Clear Ink 2000 - 2001
Highway One 1992 - 2000
Wells Fargo Bank January 1990 - January 1992
Education
Colgate University 1985 — 1989
BA, Philosophy, English
Glen Head
Glen Head
Scott Trepal Scott Trepal's Wells Fargo Bank Experience August 2010 - February 2011
Job Experienced Inside Sales Associate
Industry Financial Services
Experience
Bank of America - Small Business Centralized Sales March 2014 - Present
Bank of America (Adecco USA) March 2011 - March 2014
Keller Williams Realty - Marina del Rey September 2013 - November 2013
Paradise Record Group March 2013 - September 2013
Herbalife August 2011 - January 2013
Wells Fargo Bank August 2010 - February 2011
Federal Deposit Insurance Corporation January 2010 - June 2010
AmTrust bank January 2009 - January 2010
AmTrust Bank April 2007 - January 2009
Dollar Bank November 2005 - March 2007
Skills
Banking, Loans, Credit, Mortgage Lending, Customer Service, Finance, Sales, Management, Training, Customer Satisfaction, Time Management, Teamwork, Microsoft Excel, Retail Banking, Process Improvement, Social Media, Social Media Marketing, Fitness, Personal Development, Retail, Recruiting, Coaching, Team Building, Leadership, Insurance, Strategic Planning, Budgets, Microsoft Office, Microsoft Word, Financial Analysis, Access, Public Speaking, Facebook, PowerPoint, Real Estate, Team Leadership, Marketing Strategy, Selling, Customer Retention, Marketing, Key Account Acquisition..., Lead Generation, Commercial Real Estate, Cold Calling, Product Presentation, Loan Origination, Small Business, Call Centers
Education
Cleveland State University
Business, Finance
Cleveland State University
Business, Management/Labor Relations
Bank of America - Small Business Centralized Sales March 2014 - Present
Bank of America (Adecco USA) March 2011 - March 2014
Keller Williams Realty - Marina del Rey September 2013 - November 2013
Paradise Record Group March 2013 - September 2013
Herbalife August 2011 - January 2013
Wells Fargo Bank August 2010 - February 2011
Federal Deposit Insurance Corporation January 2010 - June 2010
AmTrust bank January 2009 - January 2010
AmTrust Bank April 2007 - January 2009
Dollar Bank November 2005 - March 2007
Skills
Banking, Loans, Credit, Mortgage Lending, Customer Service, Finance, Sales, Management, Training, Customer Satisfaction, Time Management, Teamwork, Microsoft Excel, Retail Banking, Process Improvement, Social Media, Social Media Marketing, Fitness, Personal Development, Retail, Recruiting, Coaching, Team Building, Leadership, Insurance, Strategic Planning, Budgets, Microsoft Office, Microsoft Word, Financial Analysis, Access, Public Speaking, Facebook, PowerPoint, Real Estate, Team Leadership, Marketing Strategy, Selling, Customer Retention, Marketing, Key Account Acquisition..., Lead Generation, Commercial Real Estate, Cold Calling, Product Presentation, Loan Origination, Small Business, Call Centers
Education
Cleveland State University
Business, Finance
Cleveland State University
Business, Management/Labor Relations
Judith Greeney Judith Greeney's Wells Fargo Bank Experience April 2002 - June 2004
Job Program Control Analyst Lead at CACI International Inc
Industry Financial Services
Experience
CACI International Inc January 2015 - Present
SIERRA NEVADA CORPORATION March 2011 - December 2014
CSC August 2009 - March 2011
Space and Naval Warfare Atlantic May 2007 - August 2009
CSC November 2005 - April 2007
MATRIX GROUP INTERNATIONAL, INC June 2004 - November 2005
Wells Fargo Bank April 2002 - June 2004
Skills
Program Management, Analysis, Project Planning, Government Contracting, Visio, Government, Earned Value Management, PMP, Security Clearance, Configuration Management, Risk Management, Requirements Analysis, Process Improvement, Microsoft Office, Business Analysis, DoD, Project Management, Proposal Writing, Access, PMO, SharePoint, Team Leadership, MS Project, Requirements Management, Budgets, Management, Systems Engineering
Education
College of Charleston 1994 — 1997
CACI International Inc January 2015 - Present
SIERRA NEVADA CORPORATION March 2011 - December 2014
CSC August 2009 - March 2011
Space and Naval Warfare Atlantic May 2007 - August 2009
CSC November 2005 - April 2007
MATRIX GROUP INTERNATIONAL, INC June 2004 - November 2005
Wells Fargo Bank April 2002 - June 2004
Skills
Program Management, Analysis, Project Planning, Government Contracting, Visio, Government, Earned Value Management, PMP, Security Clearance, Configuration Management, Risk Management, Requirements Analysis, Process Improvement, Microsoft Office, Business Analysis, DoD, Project Management, Proposal Writing, Access, PMO, SharePoint, Team Leadership, MS Project, Requirements Management, Budgets, Management, Systems Engineering
Education
College of Charleston 1994 — 1997
R.C. Toby Babeuf R.C. Toby Babeuf's Wells Fargo Bank Experience 2013 - Present
Job Senior Vice President RVP New Jersey Commercial Banking at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank 2013 - Present
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Credit, Loan Origination, Asset Based Lending, Lines Of Credit, Mortgage Lending, Relationship Management
Education
Colgate University
Bachelor of Arts (BA)
Rutgers University
Master of Business Administration (M.B.A.), Finance
Wells Fargo Bank 2013 - Present
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Credit, Loan Origination, Asset Based Lending, Lines Of Credit, Mortgage Lending, Relationship Management
Education
Colgate University
Bachelor of Arts (BA)
Rutgers University
Master of Business Administration (M.B.A.), Finance
David Zendzian's Wells Fargo Bank Experience April 1998 - April 1999
Job Managing Partner ZZ Servers, LLC
Industry Computer & Network Security
Experience
ZZ Servers, LLC November 2006 - Present
DMZ Services November 1999 - Present
Digital Resources Group January 2005 - July 2012
Justgive.org November 1999 - March 2010
Virgin Mobile USA February 2005 - July 2005
Wells Fargo Bank Private Client Services March 2002 - December 2004
International Microcomputer Software April 1999 - November 1999
Wells Fargo Bank April 1998 - April 1999
Air Internet, LLC August 1997 - April 1998
DMZ Services August 1995 - April 1998
Skills
Information Security, HIPAA, Data Center, PCI DSS, GLBA, Penetration Testing, Firewalls, Sarbanes-Oxley Act, Servers, Security, Disaster Recovery, Security Audits, Computer Forensics, Linux, Computer Security, Information Security..., Integration, SDLC, CISSP, Vulnerability Assessment, Network Security, Security Architecture..., Information Technology, Network Architecture, Business Continuity, Networking, Vulnerability Management, Network Design, Data Security, Network Engineering, Routers, ISO 27001, Enterprise Software, Apache, System Deployment, Application Security, Identity Management, Encryption, IDS, CEH, Internet Security, Security Awareness, CISA, PKI, Payment Industry, Cloud Security, CISM, IT Audit, SAN, Web Application Security
Education
College of Charleston 1988 — 1995
James Island 1984 — 1988
ZZ Servers, LLC November 2006 - Present
DMZ Services November 1999 - Present
Digital Resources Group January 2005 - July 2012
Justgive.org November 1999 - March 2010
Virgin Mobile USA February 2005 - July 2005
Wells Fargo Bank Private Client Services March 2002 - December 2004
International Microcomputer Software April 1999 - November 1999
Wells Fargo Bank April 1998 - April 1999
Air Internet, LLC August 1997 - April 1998
DMZ Services August 1995 - April 1998
Skills
Information Security, HIPAA, Data Center, PCI DSS, GLBA, Penetration Testing, Firewalls, Sarbanes-Oxley Act, Servers, Security, Disaster Recovery, Security Audits, Computer Forensics, Linux, Computer Security, Information Security..., Integration, SDLC, CISSP, Vulnerability Assessment, Network Security, Security Architecture..., Information Technology, Network Architecture, Business Continuity, Networking, Vulnerability Management, Network Design, Data Security, Network Engineering, Routers, ISO 27001, Enterprise Software, Apache, System Deployment, Application Security, Identity Management, Encryption, IDS, CEH, Internet Security, Security Awareness, CISA, PKI, Payment Industry, Cloud Security, CISM, IT Audit, SAN, Web Application Security
Education
College of Charleston 1988 — 1995
James Island 1984 — 1988
Nosa (Nosakhare) Ikponmwonba Nosa (Nosakhare) Ikponmwonba's Wells Fargo Bank Experience February 2005 - April 2010
Job A Wise Student of Life, Law, Economics, Fashion & Poetry. Entrepreneur of Film, Fashion, and entertainment & Intellect.
Industry Entertainment
Experience
Yolo County District Attorney July 2014 - Present
Sacramento Area Youth Speaks January 2009 - July 2010
Wells Fargo Bank February 2005 - April 2010
Five Four Clothing 2007 - 2008
Up Against The Wall July 2006 - July 2007
2003 -2005 February 2003 - February 2005
Lucky AJ's Boutique January 1999 - January 2001
Skills
Strategic Planning, Project Management, Market Research, Legal Writing, Legal Issues, Legal Research, Increasing Brand..., Business Development, Business Process, Small Business Marketing, Marketing, Microsoft Office, iWork, Windows, Mac OS, Economics, Microsoft Excel, PowerPoint, Public Speaking, Outlook, Sales, Social Media, Social Networking, Customer Service, Event Management
Education
Full Sail University 2011 — 2012
Master of Science, Entertainment Business
Florida A&M University 2010 — 2011
Juris Doctorate, Law
University of California, Davis 2002 — 2006
Bachelor of Science, Economics
College of Alameda
B.A, Economics
Yolo County District Attorney July 2014 - Present
Sacramento Area Youth Speaks January 2009 - July 2010
Wells Fargo Bank February 2005 - April 2010
Five Four Clothing 2007 - 2008
Up Against The Wall July 2006 - July 2007
2003 -2005 February 2003 - February 2005
Lucky AJ's Boutique January 1999 - January 2001
Skills
Strategic Planning, Project Management, Market Research, Legal Writing, Legal Issues, Legal Research, Increasing Brand..., Business Development, Business Process, Small Business Marketing, Marketing, Microsoft Office, iWork, Windows, Mac OS, Economics, Microsoft Excel, PowerPoint, Public Speaking, Outlook, Sales, Social Media, Social Networking, Customer Service, Event Management
Education
Full Sail University 2011 — 2012
Master of Science, Entertainment Business
Florida A&M University 2010 — 2011
Juris Doctorate, Law
University of California, Davis 2002 — 2006
Bachelor of Science, Economics
College of Alameda
B.A, Economics
Beth Dinndorf Beth Dinndorf's Wells Fargo Bank Experience 1999 - 2006
Job President of Columbia College
Industry Banking
Experience
U.S. Bank 2007 - 2010
Wells Fargo Bank 1999 - 2006
U.S. Bank 1983 - 1999
Skills
Sales, Forecasting, Cross-functional Team..., Leadership, Banking, Credit, Loans, Strategic Financial..., Strategic Planning, New Business Development, Change Management, CRM, Business Development, Product Marketing
Education
Pacific Coast Banking School 2008 — 2011
Banking
College of St. Benedict
B.A., Mathematics
William Mitchell College of Law
J.D.
U.S. Bank 2007 - 2010
Wells Fargo Bank 1999 - 2006
U.S. Bank 1983 - 1999
Skills
Sales, Forecasting, Cross-functional Team..., Leadership, Banking, Credit, Loans, Strategic Financial..., Strategic Planning, New Business Development, Change Management, CRM, Business Development, Product Marketing
Education
Pacific Coast Banking School 2008 — 2011
Banking
College of St. Benedict
B.A., Mathematics
William Mitchell College of Law
J.D.
Toni Perry Toni Perry's Wells Fargo Bank Experience May 2006 - August 2014
Job Vice President at Huntington National Bank
Industry Commercial Real Estate
Experience
Huntington National Bank September 2014 - Present
Wells Fargo Bank May 2006 - August 2014
Huntington National Bank September 1996 - April 2006
Skills
Customer Service, Real Estate, Loans, Real Estate Transactions, Underwriting, Negotiation, Portfolio Management, Commercial Lending, Credit Analysis, Credit, Refinance, Real Estate Economics, Mortgage Lending, Sales, Financial Structuring
Education
Cleveland State University 1996 — 1999
Master of Business Administration
John Carroll University 1991 — 1995
Bachelor of Arts, History, Political Science
Lakewood High School 1987 — 1991
Huntington National Bank September 2014 - Present
Wells Fargo Bank May 2006 - August 2014
Huntington National Bank September 1996 - April 2006
Skills
Customer Service, Real Estate, Loans, Real Estate Transactions, Underwriting, Negotiation, Portfolio Management, Commercial Lending, Credit Analysis, Credit, Refinance, Real Estate Economics, Mortgage Lending, Sales, Financial Structuring
Education
Cleveland State University 1996 — 1999
Master of Business Administration
John Carroll University 1991 — 1995
Bachelor of Arts, History, Political Science
Lakewood High School 1987 — 1991
Debra Hense Debra Hense's Wells Fargo Bank Experience 1997 - 1997
Job Report/Data Analyst at Merit Resources
Industry Automotive
Experience
Wells Fargo Home Mortgage December 2014 - Present
Merit Resources April 2013 - Present
Bridgestone November 2006 - October 2012
Iowa Wireless LLC May 2003 - November 2006
Iowa Foundation for Medical Care May 1998 - February 2003
Microware May 1996 - May 1998
Wells Fargo Bank 1997 - 1997
DFM Enterprises Ltd. September 1993 - September 1995
Norand May 1981 - August 1993
Menards LLC 1979 - 1981
Skills
Microsoft SQL Server, Databases, SQL, Access, Testing, C#, Oracle, VB.NET, PL/SQL, Visual Basic, Web Development, ASP.NET, SSIS, C++, SSRS, Microsoft Excel, COBOL, Management, SDLC, Servers, SharePoint
Education
Des Moines Area Community College 1997 — 2005
EDU, Programming Classes
Clarke University 1974 — 1981
BA, Business and Computer Science
Kirkwood Community College 1978 — 1980
Diploma, Programming
Wells Fargo Home Mortgage December 2014 - Present
Merit Resources April 2013 - Present
Bridgestone November 2006 - October 2012
Iowa Wireless LLC May 2003 - November 2006
Iowa Foundation for Medical Care May 1998 - February 2003
Microware May 1996 - May 1998
Wells Fargo Bank 1997 - 1997
DFM Enterprises Ltd. September 1993 - September 1995
Norand May 1981 - August 1993
Menards LLC 1979 - 1981
Skills
Microsoft SQL Server, Databases, SQL, Access, Testing, C#, Oracle, VB.NET, PL/SQL, Visual Basic, Web Development, ASP.NET, SSIS, C++, SSRS, Microsoft Excel, COBOL, Management, SDLC, Servers, SharePoint
Education
Des Moines Area Community College 1997 — 2005
EDU, Programming Classes
Clarke University 1974 — 1981
BA, Business and Computer Science
Kirkwood Community College 1978 — 1980
Diploma, Programming
Kenneth Ericson CFP®, CTFA's Wells Fargo Bank Experience April 2002 - Present
Job Vice President and Fiduciary Advisory Specialist with Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2002 - Present
Skills
Wealth Management, High Net Worth..., Financial Advisory, Finance, Portfolio Management, Estate Planning, Trusts, Financial Planning
Education
University of Minnesota-Twin Cities 1989 — 1994
Bachelor of Arts (BA), Political Science
College for Financial Planning
CFP Certification Professional Education Program
Wells Fargo Bank April 2002 - Present
Skills
Wealth Management, High Net Worth..., Financial Advisory, Finance, Portfolio Management, Estate Planning, Trusts, Financial Planning
Education
University of Minnesota-Twin Cities 1989 — 1994
Bachelor of Arts (BA), Political Science
College for Financial Planning
CFP Certification Professional Education Program
Subash Thiruvengadam Subash Thiruvengadam's Wells Fargo Bank Experience May 2003 - Present
Job Manager at Wells Fargo Bank NA
Industry Financial Services
Experience
Wells Fargo Bank May 2003 - Present
iGate Mastech 1997 - 2002
larsen and toubro limited 1993 - 1996
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA, Finance
Coimbatore Institute of Technology 1989 — 1993
Govt boys high secondary school, cheyyar
Wells Fargo Bank May 2003 - Present
iGate Mastech 1997 - 2002
larsen and toubro limited 1993 - 1996
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2008
MBA, Finance
Coimbatore Institute of Technology 1989 — 1993
Govt boys high secondary school, cheyyar
Mitch Belton, MBA Mitch Belton, MBA's Wells Fargo Bank Experience August 2010 - April 2013
Job Commercial Loan Officer at Access to Capital for Entrepreneurs
Industry Banking
Experience
Access to Capital for Entrepreneurs March 2015 - Present
Ultra Group of Companies, Inc. March 2014 - March 2015
JPMorgan Chase March 2013 - March 2014
Wells Fargo Bank August 2010 - April 2013
The PrivateBank March 2008 - August 2010
Sunrise Bank of Atlanta January 2006 - March 2008
Citizens Trust Bank March 2003 - January 2006
South Trust Bank November 1999 - March 2003
Bank of America August 1997 - November 1999
CVS Distribution Center June 1996 - August 1997
Skills
Credit, Loans, Requirements Analysis, Analysis, Portfolio Management, Business Analysis, Underwriting, Documentation, Accounting, GAAP, Translation, Valuation, Financial Reporting, Financial Analysis, Mortgage, Requirements Gathering, Credit Analysis, Business Requirements, Banking, Financial Modeling, Testing, Credit Risk, Cash Flow, Commercial Banking, Business Process, Management
Education
Clemson University - College of Business and Behavioral Science 1991 — 1992
MBA, Finance
Clemson University 1986 — 1990
BS, Management
Richland Northeast High 1981 — 1986
High School
Access to Capital for Entrepreneurs March 2015 - Present
Ultra Group of Companies, Inc. March 2014 - March 2015
JPMorgan Chase March 2013 - March 2014
Wells Fargo Bank August 2010 - April 2013
The PrivateBank March 2008 - August 2010
Sunrise Bank of Atlanta January 2006 - March 2008
Citizens Trust Bank March 2003 - January 2006
South Trust Bank November 1999 - March 2003
Bank of America August 1997 - November 1999
CVS Distribution Center June 1996 - August 1997
Skills
Credit, Loans, Requirements Analysis, Analysis, Portfolio Management, Business Analysis, Underwriting, Documentation, Accounting, GAAP, Translation, Valuation, Financial Reporting, Financial Analysis, Mortgage, Requirements Gathering, Credit Analysis, Business Requirements, Banking, Financial Modeling, Testing, Credit Risk, Cash Flow, Commercial Banking, Business Process, Management
Education
Clemson University - College of Business and Behavioral Science 1991 — 1992
MBA, Finance
Clemson University 1986 — 1990
BS, Management
Richland Northeast High 1981 — 1986
High School
Jared De Jong, MBA Jared De Jong, MBA's Wells Fargo Bank Experience June 2008 - June 2010
Job Advisory Counselor at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price March 2015 - Present
T. Rowe Price February 2013 - March 2015
T. Rowe Price April 2012 - February 2013
T. Rowe Price June 2010 - April 2012
Wells Fargo Bank June 2008 - June 2010
Wells Fargo November 2006 - June 2008
Skills
Investments, Portfolio Management, Financial Analysis, Retirement Planning, Finance, Asset Allocation, Customer Satisfaction, Investment Advisory, Team-oriented, Management, Business Analysis, Microsoft Excel, Mutual Funds, Investment Strategies, 401k, Team Leadership, Sales Management, Customer Service, IRAs, FINRA, Retirement, Wealth Management, Risk Management, Financial Advisory
Education
College for Financial Planning 2015 — 2016
Certified Financial Planner Coursework
University of Colorado at Colorado Springs 2011 — 2013
MBA, Finance and International Business
South Dakota State University 2000 — 2005
BS, Economics
T. Rowe Price March 2015 - Present
T. Rowe Price February 2013 - March 2015
T. Rowe Price April 2012 - February 2013
T. Rowe Price June 2010 - April 2012
Wells Fargo Bank June 2008 - June 2010
Wells Fargo November 2006 - June 2008
Skills
Investments, Portfolio Management, Financial Analysis, Retirement Planning, Finance, Asset Allocation, Customer Satisfaction, Investment Advisory, Team-oriented, Management, Business Analysis, Microsoft Excel, Mutual Funds, Investment Strategies, 401k, Team Leadership, Sales Management, Customer Service, IRAs, FINRA, Retirement, Wealth Management, Risk Management, Financial Advisory
Education
College for Financial Planning 2015 — 2016
Certified Financial Planner Coursework
University of Colorado at Colorado Springs 2011 — 2013
MBA, Finance and International Business
South Dakota State University 2000 — 2005
BS, Economics
Lindsay Whiteside's Wells Fargo Bank Experience June 2008 - Present
Job Branch Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank June 2008 - Present
Skills
Personal Financial..., Loans, Investments, Banking, Management, Customer Service
Education
The Citadel 2009 — 2014
Masters in Business Administration, Business Administration and Management, General
Clemson University 2004 — 2008
Bachelor's degree, Management
Wells Fargo Bank June 2008 - Present
Skills
Personal Financial..., Loans, Investments, Banking, Management, Customer Service
Education
The Citadel 2009 — 2014
Masters in Business Administration, Business Administration and Management, General
Clemson University 2004 — 2008
Bachelor's degree, Management
Chris Probert's Wells Fargo Bank Experience October 1998 - November 2000
Job SVP, National Business & Branch Development
Industry Financial Services
Experience
OneTrust Home Loans January 2014 - Present
AmeriFirst Financial, Inc. April 2012 - January 2014
W.J. Bradley Company September 2011 - March 2012
Guild Mortgage Company January 2006 - April 2010
Wells Fargo Home Mortgage December 2000 - January 2006
Wells Fargo Bank October 1998 - November 2000
Skills
Strategic Development..., P&L Management, Contract Negotiation, Budgeting, Public Speaking, Public Relations, Channel Management, Channel Marketing, New Business Development, Pricing Negotiation, Recruitment/Retention, Budgets, Project Planning, Channel Partners, Mortgage Lending, Credit, Investment Properties, Sales Management, Real Estate, Recruiting, Sales, Pricing Strategy, Multi-channel Marketing, Customer Service, Training, Customer Satisfaction, Management, Leadership, CRM, Start-ups, Business Development, Strategy, Salesforce.com, Lead Generation, Direct Sales, Finance, Negotiation, B2B, Loans, Small Business, Banking, Mortgage Banking, Loan Origination, Refinance, Investments, Retail, Customer Retention, FHA, Residential Mortgages
Education
Colby Sawyer College 1993 — 1997
BS, Sports Management/Busienss Administration
OneTrust Home Loans January 2014 - Present
AmeriFirst Financial, Inc. April 2012 - January 2014
W.J. Bradley Company September 2011 - March 2012
Guild Mortgage Company January 2006 - April 2010
Wells Fargo Home Mortgage December 2000 - January 2006
Wells Fargo Bank October 1998 - November 2000
Skills
Strategic Development..., P&L Management, Contract Negotiation, Budgeting, Public Speaking, Public Relations, Channel Management, Channel Marketing, New Business Development, Pricing Negotiation, Recruitment/Retention, Budgets, Project Planning, Channel Partners, Mortgage Lending, Credit, Investment Properties, Sales Management, Real Estate, Recruiting, Sales, Pricing Strategy, Multi-channel Marketing, Customer Service, Training, Customer Satisfaction, Management, Leadership, CRM, Start-ups, Business Development, Strategy, Salesforce.com, Lead Generation, Direct Sales, Finance, Negotiation, B2B, Loans, Small Business, Banking, Mortgage Banking, Loan Origination, Refinance, Investments, Retail, Customer Retention, FHA, Residential Mortgages
Education
Colby Sawyer College 1993 — 1997
BS, Sports Management/Busienss Administration
Kevin Shelton, CFP® Kevin Shelton, CFP®'s Wells Fargo Bank Experience September 1996 - January 1998
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2015 - Present
Fidelity Investments April 2013 - Present
Citi April 2012 - April 2013
First Bank August 2006 - November 2011
East Bay Financial Planning Association 2002 - 2011
Lodestar Private Asset Management LLC August 2000 - August 2006
FPA NorCal Conference August 2004 - April 2005
American Century Brokerage January 1998 - August 2000
Wells Fargo Bank September 1996 - January 1998
Skills
Asset Management, Pensions, Deferred Compensation, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds, 401k, Succession Planning, Retirement Planning, Investments, Portfolio Management, Estate Planning, Investment Advisory, Financial Advisory, Equities, Series 7, Fixed Income, Investment Strategies, Retirement, Risk Management, Securities, Financial Analysis, Wealth, Financial Modeling, Strategic Financial...
Education
College for Financial Planning 2013 — 2014
Masters of Science, Financial Planning
University of California, Berkeley 1996 — 2000
Certificate, Certified Financial Planner Program
San Jose State University 1989 — 1992
Bachelors, Business Administration
Woodside Priory School 1982 — 1986
HS Diploma, College Prep Education
Fidelity Investments August 2015 - Present
Fidelity Investments April 2013 - Present
Citi April 2012 - April 2013
First Bank August 2006 - November 2011
East Bay Financial Planning Association 2002 - 2011
Lodestar Private Asset Management LLC August 2000 - August 2006
FPA NorCal Conference August 2004 - April 2005
American Century Brokerage January 1998 - August 2000
Wells Fargo Bank September 1996 - January 1998
Skills
Asset Management, Pensions, Deferred Compensation, Wealth Management, Asset Allocation, Financial Planning, Mutual Funds, 401k, Succession Planning, Retirement Planning, Investments, Portfolio Management, Estate Planning, Investment Advisory, Financial Advisory, Equities, Series 7, Fixed Income, Investment Strategies, Retirement, Risk Management, Securities, Financial Analysis, Wealth, Financial Modeling, Strategic Financial...
Education
College for Financial Planning 2013 — 2014
Masters of Science, Financial Planning
University of California, Berkeley 1996 — 2000
Certificate, Certified Financial Planner Program
San Jose State University 1989 — 1992
Bachelors, Business Administration
Woodside Priory School 1982 — 1986
HS Diploma, College Prep Education
Brandon M. Hogue Brandon M. Hogue's Wells Fargo Bank Experience July 2009 - October 2012
Job Sr. Vice President, Area Manager at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank November 2012 - Present
Wells Fargo Bank July 2009 - October 2012
Wachovia Bank May 2004 - July 2009
First Union National Bank September 1998 - May 2004
American General Finance February 1996 - September 1998
Skills
Investments, Loans, Consumer Lending, Small Business Lending, Sales Management, Commercial Lending, Organizational..., Coaching, Customer Service, Credit, Banking, Cross Selling, Lines Of Credit, Mortgage, Team Building, Mortgage Banking, Financial Services, Mortgage Lending, Underwriting, Portfolio Management, Credit Analysis, Finance, Relationship Management, Insurance, Credit Risk, Loan Origination, Leadership, Retail Banking, Strategic Planning, Commercial Mortgages, Risk Management, Customer Experience, Wealth Management, Treasury Management, Sales, Commercial Banking
Education
Clemson University 1990 — 1995
Bachelor of Science, Business Management
Florida State University 2004 — 2005
MBA, Business Law
SunTrust Bank November 2012 - Present
Wells Fargo Bank July 2009 - October 2012
Wachovia Bank May 2004 - July 2009
First Union National Bank September 1998 - May 2004
American General Finance February 1996 - September 1998
Skills
Investments, Loans, Consumer Lending, Small Business Lending, Sales Management, Commercial Lending, Organizational..., Coaching, Customer Service, Credit, Banking, Cross Selling, Lines Of Credit, Mortgage, Team Building, Mortgage Banking, Financial Services, Mortgage Lending, Underwriting, Portfolio Management, Credit Analysis, Finance, Relationship Management, Insurance, Credit Risk, Loan Origination, Leadership, Retail Banking, Strategic Planning, Commercial Mortgages, Risk Management, Customer Experience, Wealth Management, Treasury Management, Sales, Commercial Banking
Education
Clemson University 1990 — 1995
Bachelor of Science, Business Management
Florida State University 2004 — 2005
MBA, Business Law
Robert Faux Robert Faux's Wells Fargo Bank Experience July 2007 - October 2012
Job Sales and Service Specialist at PNC Wealth Management
Industry Banking
Experience
PNC Wealth Management July 2012 - Present
Coldwell Banker Pacific Properties April 2013 - October 2013
Wells Fargo Bank July 2007 - October 2012
Wachovia Bank September 2006 - June 2007
Wachovia Bank April 2002 - August 2006
Cox Communications August 1992 - April 2002
Skills
CRM, Banking, Customer Service, Consumer Lending, Loans, Small Business Lending, Credit, Mortgage Lending, Cash Management, Risk Management, Portfolio Management, Private Banking, Underwriting, Marketing, Investments
Education
Cleveland State University 1985 — 1989
Communications
PNC Wealth Management July 2012 - Present
Coldwell Banker Pacific Properties April 2013 - October 2013
Wells Fargo Bank July 2007 - October 2012
Wachovia Bank September 2006 - June 2007
Wachovia Bank April 2002 - August 2006
Cox Communications August 1992 - April 2002
Skills
CRM, Banking, Customer Service, Consumer Lending, Loans, Small Business Lending, Credit, Mortgage Lending, Cash Management, Risk Management, Portfolio Management, Private Banking, Underwriting, Marketing, Investments
Education
Cleveland State University 1985 — 1989
Communications
Alexander Creasey Alexander Creasey's Wells Fargo Bank Experience May 2002 - August 2006
Job Business Development @ Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies May 2015 - Present
TAD PGS, Inc. January 2012 - May 2015
US Navy August 2007 - September 2011
Wells Fargo Bank May 2002 - August 2006
Skills
Military, DoD, Team Leadership, Strategic Planning, Customer Service, Public Speaking, Operational Planning, Risk Management, Project Management, Social Media, Operations Management, Research, Business Development, Military Experience, Navy, New Business Development, Business Strategy, Government, Program Management, Leadership, Analysis, Training, Security Clearance, Project Planning, Management
Education
University of San Francisco 2004 — 2007
B.A., History & Legal Studies
Colby College 2002 — 2003
History
Palantir Technologies May 2015 - Present
TAD PGS, Inc. January 2012 - May 2015
US Navy August 2007 - September 2011
Wells Fargo Bank May 2002 - August 2006
Skills
Military, DoD, Team Leadership, Strategic Planning, Customer Service, Public Speaking, Operational Planning, Risk Management, Project Management, Social Media, Operations Management, Research, Business Development, Military Experience, Navy, New Business Development, Business Strategy, Government, Program Management, Leadership, Analysis, Training, Security Clearance, Project Planning, Management
Education
University of San Francisco 2004 — 2007
B.A., History & Legal Studies
Colby College 2002 — 2003
History
Ethan Burroughs Ethan Burroughs's Wells Fargo Bank Experience August 1991 - Present
Job Market President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 1991 - Present
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Loans, Credit Analysis, Mortgage Lending, Mortgage Banking, Risk Management, Loan Origination, Treasury Management, Credit, Financial Analysis, New Business Development, Portfolio Management, Banking, Small Business, Insurance
Education
Clemson University - College of Business and Behavioral Science 1987 — 1991
BS, Financial Management
Wells Fargo Bank August 1991 - Present
Skills
Commercial Lending, Small Business Lending, Consumer Lending, Commercial Banking, Loans, Credit Analysis, Mortgage Lending, Mortgage Banking, Risk Management, Loan Origination, Treasury Management, Credit, Financial Analysis, New Business Development, Portfolio Management, Banking, Small Business, Insurance
Education
Clemson University - College of Business and Behavioral Science 1987 — 1991
BS, Financial Management
Glenn Anderson Glenn Anderson's Wells Fargo Bank Experience January 1988 - July 1990
Job Principal at Strategikon Ventures
Industry Government Relations
Experience
Strategikon Ventures January 2013 - Present
Washington State House of Representatives January 2001 - January 2013
Bellevue College June 2003 - June 2005
Strategic Intelligence Group July 1990 - November 2000
Wells Fargo Bank January 1988 - July 1990
Wachovia, A Wells Fargo Company February 1984 - December 1987
AmSouth Bank May 1980 - December 1983
Skills
Non-profits, Strategic Planning, Public Policy, Executive Management, Program Management, Economic Development, Community Outreach, Mergers, Consulting, Cross-functional Team..., Economics, Start-ups, Public Speaking, Business Development, Social Media, Fundraising, Nonprofits, Strategy, Organizational..., Leadership, Mergers & Acquisitions, Entrepreneurship, Social Networking, Politics, Policy
Education
University of Alabama 1980 — 1983
B.A., Economics, Political Science
The University of Georgia 1979 — 1980
Finance and Economics
Georgia College and State University 1978 — 1979
History and Economics
College of Charleston 1977 — 1978
Literature and Political Science
The University of Georgia 1976 — 1977
Accounting
Strategikon Ventures January 2013 - Present
Washington State House of Representatives January 2001 - January 2013
Bellevue College June 2003 - June 2005
Strategic Intelligence Group July 1990 - November 2000
Wells Fargo Bank January 1988 - July 1990
Wachovia, A Wells Fargo Company February 1984 - December 1987
AmSouth Bank May 1980 - December 1983
Skills
Non-profits, Strategic Planning, Public Policy, Executive Management, Program Management, Economic Development, Community Outreach, Mergers, Consulting, Cross-functional Team..., Economics, Start-ups, Public Speaking, Business Development, Social Media, Fundraising, Nonprofits, Strategy, Organizational..., Leadership, Mergers & Acquisitions, Entrepreneurship, Social Networking, Politics, Policy
Education
University of Alabama 1980 — 1983
B.A., Economics, Political Science
The University of Georgia 1979 — 1980
Finance and Economics
Georgia College and State University 1978 — 1979
History and Economics
College of Charleston 1977 — 1978
Literature and Political Science
The University of Georgia 1976 — 1977
Accounting
Suzanne Saunders Suzanne Saunders's Wells Fargo Bank Experience March 2009 - September 2010
Job Enterprise IT Technical Writer, Project Coordinator, Disaster Response Expert, Webdiva
Industry Nonprofit Organization Management
Experience
Marin Medical Reserve Corps October 2007 - Present
K-9 Armor July 2004 - Present
Wells Fargo May 2013 - October 2014
Wells Fargo Bank March 2009 - September 2010
Wells Fargo Bank March 2004 - October 2004
Wells Fargo January 1998 - April 2001
Autodesk 1992 - 1997
ComputerLand September 1981 - July 1992
Skills
Software Documentation, SharePoint, Networking, Technical Writing, Disaster Recovery, Management, Microsoft Office, Process Improvement, Fundraising, Messaging, Project Management, SDLC
Education
College of Marin 2007 — 2007
EMT, Medicine
SFSU 1978 — 1981
Bachelor of Arts (BA), Theatre/Theater
Marin Medical Reserve Corps October 2007 - Present
K-9 Armor July 2004 - Present
Wells Fargo May 2013 - October 2014
Wells Fargo Bank March 2009 - September 2010
Wells Fargo Bank March 2004 - October 2004
Wells Fargo January 1998 - April 2001
Autodesk 1992 - 1997
ComputerLand September 1981 - July 1992
Skills
Software Documentation, SharePoint, Networking, Technical Writing, Disaster Recovery, Management, Microsoft Office, Process Improvement, Fundraising, Messaging, Project Management, SDLC
Education
College of Marin 2007 — 2007
EMT, Medicine
SFSU 1978 — 1981
Bachelor of Arts (BA), Theatre/Theater
ABRAHAM P. MATHEW II ABRAHAM P. MATHEW II's Wells Fargo Bank Experience 2005 - 2007
Job INSURANCE AGENT at AAA 4075451912
Industry Insurance
Experience
The Auto Club Group October 2009 - Present
Liberty Mutual Insurance January 2006 - August 2009
Wells Fargo Bank 2005 - 2007
Ameriquest Mortgage 2004 - 2005
Verizon Wireless February 1997 - April 2004
US Navy June 1993 - December 1999
Skills
Property & Casualty..., Underwriting, General Insurance, Life Insurance, Leadership, Health Insurance, Insurance, Term Life Insurance, Sales, Banking, Fixed Annuities, Brokers, Renters, Whole Life, Long-term Care, Risk Management, Employee Benefits, Call Centers, Professional Liability, Sales Management, Marketing, Commercial Lines, Disability Insurance, Universal Life, Small Business, Homeowners, Strategic Financial..., Claim, Workers Compensation, Long Term Care Insurance, Umbrella Insurance, Liability, Commercial Insurance, Casualty, Retirement Planning, Retirement, Accident, Licensed Life & Health..., Insurance Brokerage, Financial Planners, D&O, Critical Illness, Watercraft, Legal Liability, Health Savings Accounts
Education
The American College 2010 — 2013
CPCU, INSURANCE
STATE OF FLORIDA
Licensed General Insurance Agent
Medical University of South Carolina 1997 — 1998
Master's degree, Hospital and Health Care Facilities Administration/Management
College of Charleston 1996 — 1998
Bachelor of Science (B.Sc.), SOCIAL SCIENCE
The Auto Club Group October 2009 - Present
Liberty Mutual Insurance January 2006 - August 2009
Wells Fargo Bank 2005 - 2007
Ameriquest Mortgage 2004 - 2005
Verizon Wireless February 1997 - April 2004
US Navy June 1993 - December 1999
Skills
Property & Casualty..., Underwriting, General Insurance, Life Insurance, Leadership, Health Insurance, Insurance, Term Life Insurance, Sales, Banking, Fixed Annuities, Brokers, Renters, Whole Life, Long-term Care, Risk Management, Employee Benefits, Call Centers, Professional Liability, Sales Management, Marketing, Commercial Lines, Disability Insurance, Universal Life, Small Business, Homeowners, Strategic Financial..., Claim, Workers Compensation, Long Term Care Insurance, Umbrella Insurance, Liability, Commercial Insurance, Casualty, Retirement Planning, Retirement, Accident, Licensed Life & Health..., Insurance Brokerage, Financial Planners, D&O, Critical Illness, Watercraft, Legal Liability, Health Savings Accounts
Education
The American College 2010 — 2013
CPCU, INSURANCE
STATE OF FLORIDA
Licensed General Insurance Agent
Medical University of South Carolina 1997 — 1998
Master's degree, Hospital and Health Care Facilities Administration/Management
College of Charleston 1996 — 1998
Bachelor of Science (B.Sc.), SOCIAL SCIENCE
Kristie Gantt-Bean Kristie Gantt-Bean's Wells Fargo Bank Experience February 2012 - October 2014
Job VP, Global Product Manager
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo Bank February 2012 - October 2014
The Norman Group October 1998 - February 2012
Bank of America August 1997 - October 1998
Legacy First Union National Bank August 1995 - August 1997
Skills
SDLC, Requirements Gathering, Product Management, Project Management, Project Leadership, International Payments, Trade Finance, Process Improvement, Requirements Management, Program Management, Business Requirements, Payments, Team Management, Mergers & Acquisitions, Management, Business Process...
Education
Clemson University 1990 — 1994
BA, International Trade
Université catholique de l'Ouest
French
Wells Fargo October 2014 - Present
Wells Fargo Bank February 2012 - October 2014
The Norman Group October 1998 - February 2012
Bank of America August 1997 - October 1998
Legacy First Union National Bank August 1995 - August 1997
Skills
SDLC, Requirements Gathering, Product Management, Project Management, Project Leadership, International Payments, Trade Finance, Process Improvement, Requirements Management, Program Management, Business Requirements, Payments, Team Management, Mergers & Acquisitions, Management, Business Process...
Education
Clemson University 1990 — 1994
BA, International Trade
Université catholique de l'Ouest
French
Nailya Musayeva Nailya Musayeva's Wells Fargo Bank Experience September 1999 - September 2000
Job Student at Coastal Carolina Community College
Industry Consumer Services
Experience
Omega World Travel June 2004 - July 2010
Sears Holdings Corporation September 2000 - May 2004
Wells Fargo Bank September 1999 - September 2000
Norwest Bank/Wells Fargo Bank January 1997 - September 1999
Skills
Customer Service, Government, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Satisfaction, Teamwork, Data Entry, Time Management, Event Planning, Sales
Education
Coastal Carolina Community College 2012 — 2014
Medical Office Administration, Medical Office Administration
The University of South Dakota 1996 — 1998
Mass Communication/Media Studies
Omega World Travel June 2004 - July 2010
Sears Holdings Corporation September 2000 - May 2004
Wells Fargo Bank September 1999 - September 2000
Norwest Bank/Wells Fargo Bank January 1997 - September 1999
Skills
Customer Service, Government, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint, Customer Satisfaction, Teamwork, Data Entry, Time Management, Event Planning, Sales
Education
Coastal Carolina Community College 2012 — 2014
Medical Office Administration, Medical Office Administration
The University of South Dakota 1996 — 1998
Mass Communication/Media Studies
Jonathan E. Ladner Jonathan E. Ladner's Wells Fargo Bank Experience July 2011 - October 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2013 - Present
Wells Fargo Bank July 2011 - October 2013
College of Charleston Cougar Microfinance Initiative August 2010 - August 2011
The Capital Solutions Group August 2010 - May 2011
RBS Global Banking & Markets June 2010 - August 2010
Skills
Economics, Japanese, Corporate Finance, Excel, PowerPoint, Word, Outlook, Valuation, Microsoft Office, Financial Modeling, Research, Data Analysis, Analysis, Problem Solving, International Business, Strategic Planning, Bloomberg, Microsoft Excel, Finance, Due Diligence, Banking, Credit, Credit Analysis
Education
College of Charleston 2007 — 2011
B.S, Economics
Temple University, Japan Campus 2009 — 2010
Japanese Language and Literature
Wells Fargo Securities November 2013 - Present
Wells Fargo Bank July 2011 - October 2013
College of Charleston Cougar Microfinance Initiative August 2010 - August 2011
The Capital Solutions Group August 2010 - May 2011
RBS Global Banking & Markets June 2010 - August 2010
Skills
Economics, Japanese, Corporate Finance, Excel, PowerPoint, Word, Outlook, Valuation, Microsoft Office, Financial Modeling, Research, Data Analysis, Analysis, Problem Solving, International Business, Strategic Planning, Bloomberg, Microsoft Excel, Finance, Due Diligence, Banking, Credit, Credit Analysis
Education
College of Charleston 2007 — 2011
B.S, Economics
Temple University, Japan Campus 2009 — 2010
Japanese Language and Literature
Milton Price Milton Price's Wells Fargo Bank Experience September 2009 - Present
Job Vice President, District Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 2009 - Present
Education
Clemson University 1987 — 1992
Bachelor of Science (BS), Mechanical Engineering
Wells Fargo Bank September 2009 - Present
Education
Clemson University 1987 — 1992
Bachelor of Science (BS), Mechanical Engineering
Nicole. Reinarts Nicole. Reinarts's Wells Fargo Bank Experience January 2010 - Present
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank January 2010 - Present
Wells Fargo Home Mortgage October 2004 - January 2010
Wells Fargo Home Mortgage 2001 - 2004
Wells Fargo Home Mortgage 2000 - 2001
Wells Fargo Home Mortgage 1998 - 2000
ATI Title Support - A Division of Norwest, Inc. 1997 - 1998
Skills
Business Requirements, SharePoint, Relationship Management, Project Management, Analytics, Microsoft Excel, Microsoft Office, Microsoft Word, Problem Solving, User Acceptance Testing, Management, Analysis, Customer Service, Program Management, Risk Management, Software Documentation, Mortgage Lending, Access, Visio, Business Objects, Business Intelligence, Quality Assurance
Education
University of Minnesota-Twin Cities 1996 — 1999
Bachelor of Science, Child Psychology
College of Saint Benedict 1994 — 1996
Pscyhology
Totino Grace 1990 — 1994
Wells Fargo Bank January 2010 - Present
Wells Fargo Home Mortgage October 2004 - January 2010
Wells Fargo Home Mortgage 2001 - 2004
Wells Fargo Home Mortgage 2000 - 2001
Wells Fargo Home Mortgage 1998 - 2000
ATI Title Support - A Division of Norwest, Inc. 1997 - 1998
Skills
Business Requirements, SharePoint, Relationship Management, Project Management, Analytics, Microsoft Excel, Microsoft Office, Microsoft Word, Problem Solving, User Acceptance Testing, Management, Analysis, Customer Service, Program Management, Risk Management, Software Documentation, Mortgage Lending, Access, Visio, Business Objects, Business Intelligence, Quality Assurance
Education
University of Minnesota-Twin Cities 1996 — 1999
Bachelor of Science, Child Psychology
College of Saint Benedict 1994 — 1996
Pscyhology
Totino Grace 1990 — 1994
Neeraj Kadoo's Wells Fargo Bank Experience October 2007 - February 2008
Job Sr. QA Engineer at Hightail
Industry Information Technology and Services
Experience
Hightail - formerly YouSendIt May 2011 - Present
Google November 2010 - June 2011
Vodafone April 2008 - November 2010
Wells Fargo Bank October 2007 - February 2008
Persistent Systems November 2004 - January 2007
Persistent Systems Pvt Ltd. 2004 - 2007
First Indian corp. January 2003 - October 2004
Commerece Velocity 2003 - 2004
Skills
Selenium, Linux, Manual Testing, Test Planning, Test Cases, Automation, Testing, Test Director, Quality Assurance, Agile Testing, System Testing, SoapUI, Test Management, Quality Center, Test Automation, JIRA, Black Box Testing, Defect Tracking, Java, Test Strategy, JUnit, User Acceptance Testing, Integration Testing, Web Applications, Web Services, Software Quality..., Performance Testing, Mobile Applications, Databases, Scrum, QTP, Agile Methodologies, WebDriver, HP QTP
Education
College of Engineering Pune 1994 — 1999
BE, Engineerng
Muktangan english school and Jr. Collage 1990 — 1993
12th, Science
University of Pune
Engineering, Mechanical
Hightail - formerly YouSendIt May 2011 - Present
Google November 2010 - June 2011
Vodafone April 2008 - November 2010
Wells Fargo Bank October 2007 - February 2008
Persistent Systems November 2004 - January 2007
Persistent Systems Pvt Ltd. 2004 - 2007
First Indian corp. January 2003 - October 2004
Commerece Velocity 2003 - 2004
Skills
Selenium, Linux, Manual Testing, Test Planning, Test Cases, Automation, Testing, Test Director, Quality Assurance, Agile Testing, System Testing, SoapUI, Test Management, Quality Center, Test Automation, JIRA, Black Box Testing, Defect Tracking, Java, Test Strategy, JUnit, User Acceptance Testing, Integration Testing, Web Applications, Web Services, Software Quality..., Performance Testing, Mobile Applications, Databases, Scrum, QTP, Agile Methodologies, WebDriver, HP QTP
Education
College of Engineering Pune 1994 — 1999
BE, Engineerng
Muktangan english school and Jr. Collage 1990 — 1993
12th, Science
University of Pune
Engineering, Mechanical
Briggs Price, CFA, CFP® Briggs Price, CFA, CFP®'s Wells Fargo Bank Experience August 2002 - March 2011
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2011 - Present
Briggs Price Wealth Management, LLC March 2011 - October 2011
Wells Fargo Bank August 2002 - March 2011
First Union National Bank January 1999 - July 2002
Reznick Group January 1996 - December 1998
Wagner Noble & Company December 1993 - December 1995
Skills
Portfolio Management, Investments, Finance, Financial Analysis, Financial Planning, Estate Planning, Strategic Planning, Management, Investment Management, Financial Services, Wealth Management, Insurance, Asset Management, Security Valuation and..., Portfolio Strategies, Life Insurance Planning, Retirement, Customer Service, Retirement Planning
Education
Clemson University 1990 — 1992
BS, Accounting
Clemson University - College of Business and Behavioral Science 1990 — 1992
Bachelor of Science (B.S.), Accounting
Edward Jones November 2011 - Present
Briggs Price Wealth Management, LLC March 2011 - October 2011
Wells Fargo Bank August 2002 - March 2011
First Union National Bank January 1999 - July 2002
Reznick Group January 1996 - December 1998
Wagner Noble & Company December 1993 - December 1995
Skills
Portfolio Management, Investments, Finance, Financial Analysis, Financial Planning, Estate Planning, Strategic Planning, Management, Investment Management, Financial Services, Wealth Management, Insurance, Asset Management, Security Valuation and..., Portfolio Strategies, Life Insurance Planning, Retirement, Customer Service, Retirement Planning
Education
Clemson University 1990 — 1992
BS, Accounting
Clemson University - College of Business and Behavioral Science 1990 — 1992
Bachelor of Science (B.S.), Accounting
Brent N. Hunter, PMP, MCKM, CCMP, ITIL, CSPO, CSM Brent N. Hunter, PMP, MCKM, CCMP, ITIL, CSPO, CSM's Wells Fargo Bank Experience June 2006 - February 2008
Job Senior Project Manager at Blue Shield of California
Industry Internet
Experience
Blue Shield of California February 2012 - Present
Spirit Rising Productions 2000 - Present
Brent N. Hunter Enterprises October 1994 - Present
Intelligent Internet Marketing January 2011 - January 2012
ADVANTIS Global Services/Wells Fargo Bank July 2010 - February 2011
Robert Half International November 2009 - July 2010
The Surplus Line Association of California May 2008 - August 2009
Wells Fargo Bank June 2006 - February 2008
Wells Fargo Bank December 2000 - June 2006
United Nations Association 2001 - 2003
Skills
Knowledge Management, Program Management, Project Management, Leadership, Strategy, Management, IT Management, Integration, Team Building, Entrepreneurship, Vendor Management, Business Analysis, Social Networking, Project Planning, SDLC, Team Leadership, Software Development, Process Improvement, Consulting, Change Management, Enterprise Software, Security, Contract Negotiation, Software Project..., Project Portfolio..., Networking, Strategic Partnerships, Business Strategy, Information Technology, Project Delivery, PMP, Information Security, ITIL, Operating Budgets, Strategic Leadership, Thought Leadership, Network Infrastructure, Marketing, Analysis, Six Sigma, Quality Assurance, Telecommunications, IT Service Management, IT Strategy, Executive Management, Technology, Budgets
Education
General Electric Company 1987 — 1989
Master of Science (M.S.), Information Systems
Villanova University 1989 — 1992
Master of Science (M.S.), Counseling and Human Relations
Clarkson University 1982 — 1987
Bachelor of Science (B.S.), Math and Computer Science
The Chicago School of Professional Psychology 1993 — 1994
Doctor of Psychology (Psy.D.), Clinical Psychology
Clinton Central Schools 1971 — 1982
Blue Shield of California February 2012 - Present
Spirit Rising Productions 2000 - Present
Brent N. Hunter Enterprises October 1994 - Present
Intelligent Internet Marketing January 2011 - January 2012
ADVANTIS Global Services/Wells Fargo Bank July 2010 - February 2011
Robert Half International November 2009 - July 2010
The Surplus Line Association of California May 2008 - August 2009
Wells Fargo Bank June 2006 - February 2008
Wells Fargo Bank December 2000 - June 2006
United Nations Association 2001 - 2003
Skills
Knowledge Management, Program Management, Project Management, Leadership, Strategy, Management, IT Management, Integration, Team Building, Entrepreneurship, Vendor Management, Business Analysis, Social Networking, Project Planning, SDLC, Team Leadership, Software Development, Process Improvement, Consulting, Change Management, Enterprise Software, Security, Contract Negotiation, Software Project..., Project Portfolio..., Networking, Strategic Partnerships, Business Strategy, Information Technology, Project Delivery, PMP, Information Security, ITIL, Operating Budgets, Strategic Leadership, Thought Leadership, Network Infrastructure, Marketing, Analysis, Six Sigma, Quality Assurance, Telecommunications, IT Service Management, IT Strategy, Executive Management, Technology, Budgets
Education
General Electric Company 1987 — 1989
Master of Science (M.S.), Information Systems
Villanova University 1989 — 1992
Master of Science (M.S.), Counseling and Human Relations
Clarkson University 1982 — 1987
Bachelor of Science (B.S.), Math and Computer Science
The Chicago School of Professional Psychology 1993 — 1994
Doctor of Psychology (Psy.D.), Clinical Psychology
Clinton Central Schools 1971 — 1982
Patti Adams's Wells Fargo Bank Experience 1995 - 1997
Job Real Estate Broker for residential properties in Point Loma, Ocean Beach,Coastal and Downtown San Diego
Industry Real Estate
Experience
Point Loma Assembly July 2012 - Present
Pacific Sotheby's International Realty November 2010 - Present
Point Loma Summer Concerts 2002 - August 2014
Windermere Pacific Coast Properties February 2009 - November 2010
Prudential California Realty 1997 - February 2009
Wells Fargo January 1995 - November 1997
Wells Fargo Bank 1995 - 1997
San Diego Federal/Great American Bank January 1970 - December 1990
Skills
Sellers, Real Estate, Buyers, Brokerage, Loans, 1031 Exchanges, Income Properties, Short Sales, REO, Buyer Representation, Listings, Single Family Homes, Condos, First Time Home Buyers, Seniors, Leases, Residential Homes, Foreclosures, Investors, Real Estate Transactions, FHA, Resellers, Rentals, Referrals, Townhomes, Luxury, SFR, Relocation, Property, New Home Sales, Seller Representation, Move Up Buyers, Investment Properties, Real Property, Relocation Buyers, ABR, Vacation Homes, Real Estate Financing, New Homes, Real Estate Economics, Selling, International Real..., HUD, Home Staging, National Association of..., Real Estate Development, Property Management
Education
College for Financial Planning 1986 — 1988
CFP, Financial Planning
Point Loma Assembly July 2012 - Present
Pacific Sotheby's International Realty November 2010 - Present
Point Loma Summer Concerts 2002 - August 2014
Windermere Pacific Coast Properties February 2009 - November 2010
Prudential California Realty 1997 - February 2009
Wells Fargo January 1995 - November 1997
Wells Fargo Bank 1995 - 1997
San Diego Federal/Great American Bank January 1970 - December 1990
Skills
Sellers, Real Estate, Buyers, Brokerage, Loans, 1031 Exchanges, Income Properties, Short Sales, REO, Buyer Representation, Listings, Single Family Homes, Condos, First Time Home Buyers, Seniors, Leases, Residential Homes, Foreclosures, Investors, Real Estate Transactions, FHA, Resellers, Rentals, Referrals, Townhomes, Luxury, SFR, Relocation, Property, New Home Sales, Seller Representation, Move Up Buyers, Investment Properties, Real Property, Relocation Buyers, ABR, Vacation Homes, Real Estate Financing, New Homes, Real Estate Economics, Selling, International Real..., HUD, Home Staging, National Association of..., Real Estate Development, Property Management
Education
College for Financial Planning 1986 — 1988
CFP, Financial Planning
Rehna Cary Rehna Cary's Wells Fargo Bank Experience February 1995 - July 1999
Job Luxury Sales Professionals
Industry Luxury Goods & Jewelry
Experience
Christian Dior Couture July 2014 - Present
Nordstrom May 2007 - Present
Barneys New York 2013 - 2013
Baby Phat Jeans LLC June 2008 - August 2008
Sephora September 2003 - April 2007
Wells Fargo Bank February 1995 - July 1999
Skills
Sales, Visual Merchandising, Customer Service, Merchandising, Outlook, Microsoft Office, Retail, Microsoft Word, Microsoft Excel, Loss Prevention, Event Planning, Fashion, Store Management, Retail Sales, Marketing, Public Speaking, Management, Inventory Management, Leadership, Social Networking, Team Building, Styling, Social Media Marketing, Time Management, Social Media
Education
Illinois State University 2006 — 2008
Bs, Fashion merchandising management
College of DuPage 2004 — 2006
Associate of Science (A.S.), Fashion Merchandising
Christian Dior Couture July 2014 - Present
Nordstrom May 2007 - Present
Barneys New York 2013 - 2013
Baby Phat Jeans LLC June 2008 - August 2008
Sephora September 2003 - April 2007
Wells Fargo Bank February 1995 - July 1999
Skills
Sales, Visual Merchandising, Customer Service, Merchandising, Outlook, Microsoft Office, Retail, Microsoft Word, Microsoft Excel, Loss Prevention, Event Planning, Fashion, Store Management, Retail Sales, Marketing, Public Speaking, Management, Inventory Management, Leadership, Social Networking, Team Building, Styling, Social Media Marketing, Time Management, Social Media
Education
Illinois State University 2006 — 2008
Bs, Fashion merchandising management
College of DuPage 2004 — 2006
Associate of Science (A.S.), Fashion Merchandising
Deb Schrader Deb Schrader's Wells Fargo Bank Experience April 2011 - Present
Job Loan Admin Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2011 - Present
Wells Fargo January 2004 - March 2011
Skills
Banking, Credit Risk, Financial Analysis, Business Process..., Business Systems..., Risk Management, Customer Service, Leadership, Internal Audit, Microsoft Excel, Microsoft Office
Education
College of Saint Benedict 1987 — 1991
Bachelor of Arts (B.A.), Accounting and Business/Management
Wells Fargo Bank April 2011 - Present
Wells Fargo January 2004 - March 2011
Skills
Banking, Credit Risk, Financial Analysis, Business Process..., Business Systems..., Risk Management, Customer Service, Leadership, Internal Audit, Microsoft Excel, Microsoft Office
Education
College of Saint Benedict 1987 — 1991
Bachelor of Arts (B.A.), Accounting and Business/Management
Dawn (Comer/Hobin) Kluk's Wells Fargo Bank Experience May 2006 - January 2007
Job Mortgage Lending
Industry Financial Services
Experience
Freedom Mortgage Corporation September 2011 - April 2014
JPMorgan Chase August 2009 - January 2011
National City Mortgage (Now known as PNC Mortgage and FKA MidAmerica Bank, fsb.) February 2007 - October 2008
Wells Fargo Bank May 2006 - January 2007
MidAmerica Bank October 1995 - April 2006
Skills
Mortgage Lending, Loans, FHA, New Business Development, Sales, Refinance, Residential Mortgages, Credit, USDA, Underwriting, VA loans, Customer Service, First Time Home Buyers, FHA financing, Construction Loans, Home Equity Lines of..., FHA Financing, VA Loans
Education
College of DuPage 1998 — 2005
Bachelor of Arts
The Ohio State University 1993 — 1994
Creative Writing/Bachelor of Arts
Dublin High School 1989 — 1993
Yes, College Prep
Freedom Mortgage Corporation September 2011 - April 2014
JPMorgan Chase August 2009 - January 2011
National City Mortgage (Now known as PNC Mortgage and FKA MidAmerica Bank, fsb.) February 2007 - October 2008
Wells Fargo Bank May 2006 - January 2007
MidAmerica Bank October 1995 - April 2006
Skills
Mortgage Lending, Loans, FHA, New Business Development, Sales, Refinance, Residential Mortgages, Credit, USDA, Underwriting, VA loans, Customer Service, First Time Home Buyers, FHA financing, Construction Loans, Home Equity Lines of..., FHA Financing, VA Loans
Education
College of DuPage 1998 — 2005
Bachelor of Arts
The Ohio State University 1993 — 1994
Creative Writing/Bachelor of Arts
Dublin High School 1989 — 1993
Yes, College Prep
Nimu Shenoy, MBA Nimu Shenoy, MBA's Wells Fargo Bank Experience March 2011 - August 2012
Job Business Analyst Consultant at The DARTON GROUP for TIAACREF
Industry Financial Services
Experience
The DARTON GROUP for TIAA-CREF February 2015 - Present
Wells Fargo June 2013 - December 2014
Bank of America August 2012 - June 2013
Wells Fargo Bank March 2011 - August 2012
Bank of America Merrill Lynch August 2007 - December 2010
JPMorgan Chase Bank May 2000 - April 2007
Dixon Hughes, PLLC June 1997 - March 2000
Skills
Banking, Business Process, Risk, Fixed Income, Documentation, Process Mapping, Building Relationships, Client Retention, Project Planning, Project Implementation, Leadership Development, Mentoring, Data Analysis, Technical Analysis, Compliance, External Audit, Software Documentation
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2011
Masters, MBA - Finance Concentration
Clemson University 1992 — 1997
B.A, Speech & Communications Studies
The DARTON GROUP for TIAA-CREF February 2015 - Present
Wells Fargo June 2013 - December 2014
Bank of America August 2012 - June 2013
Wells Fargo Bank March 2011 - August 2012
Bank of America Merrill Lynch August 2007 - December 2010
JPMorgan Chase Bank May 2000 - April 2007
Dixon Hughes, PLLC June 1997 - March 2000
Skills
Banking, Business Process, Risk, Fixed Income, Documentation, Process Mapping, Building Relationships, Client Retention, Project Planning, Project Implementation, Leadership Development, Mentoring, Data Analysis, Technical Analysis, Compliance, External Audit, Software Documentation
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2011
Masters, MBA - Finance Concentration
Clemson University 1992 — 1997
B.A, Speech & Communications Studies
Carla Badillo's Wells Fargo Bank Experience March 2007 - January 2010
Job CSR at ADOT MVD
Industry Consumer Services
Experience
ADOT MVD March 2012 - Present
Tuba City Boarding School October 2010 - February 2012
Wells Fargo Bank March 2007 - January 2010
Farmers Insurance March 2005 - May 2007
Flagstaff Insurance Inc May 2004 - March 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Customer Satisfaction
Education
Coconino County Community College 2000 — 2002
None, Business Administration and Management, General
ADOT MVD March 2012 - Present
Tuba City Boarding School October 2010 - February 2012
Wells Fargo Bank March 2007 - January 2010
Farmers Insurance March 2005 - May 2007
Flagstaff Insurance Inc May 2004 - March 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Customer Satisfaction
Education
Coconino County Community College 2000 — 2002
None, Business Administration and Management, General
Scott M. Coble Scott M. Coble's Wells Fargo Bank Experience October 1986 - October 2013
Job Lead Region President; Executive Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo November 2013 - Present
Wells Fargo Bank October 1986 - October 2013
Wachovia 1986 - 2011
Wachovia, A Wells Fargo Company 1986 - 2011
Owens-Corning 1986 - 1986
Skills
Change Management, Business Analysis, Consumer Lending, Commercial Lending, Credit, Credit Analysis, Credit Risk
Education
Clemson University - College of Business and Behavioral Science 1982 — 1986
BS, Financial Management
Wells Fargo November 2013 - Present
Wells Fargo Bank October 1986 - October 2013
Wachovia 1986 - 2011
Wachovia, A Wells Fargo Company 1986 - 2011
Owens-Corning 1986 - 1986
Skills
Change Management, Business Analysis, Consumer Lending, Commercial Lending, Credit, Credit Analysis, Credit Risk
Education
Clemson University - College of Business and Behavioral Science 1982 — 1986
BS, Financial Management
Justin A. Weber, CRPC® Justin A. Weber, CRPC®'s Wells Fargo Bank Experience October 2011 - August 2012
Job Financial Advisor at DECU Investment & Retirement Services
Industry Financial Services
Experience
DECU Investment & Retirement Services September 2013 - Present
Deere Employees Credit Union October 2012 - September 2013
Lexus of the Quad Cities August 2012 - October 2012
Wells Fargo Bank October 2011 - August 2012
Northwestern Mutual January 2009 - September 2011
Best Buy October 2005 - September 2010
Skills
Sales, Finance, Customer Service, Entrepreneurship, Telemarketing, Negotiation, Lease Negotiations, Risk Management, Sales Management, Sales Process, Sales Presentations, New Business Development, Business Planning, Business Owner Planning, Successful Business..., Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Retail, Retail Banking, Retail Sales, Branch Banking, Investments, Advising Clients, Business Advising, Marketing Strategy
Education
College for Financial Planning 2014 — 2016
Master's Degree, Financial Analysis
University of Northern Iowa 2008 — 2011
Bachelors, Finance, Investments and Securities
University of Northern Iowa 2008 — 2011
Bachelors, Real Estate
North Scott Senior High School 2004 — 2007
DECU Investment & Retirement Services September 2013 - Present
Deere Employees Credit Union October 2012 - September 2013
Lexus of the Quad Cities August 2012 - October 2012
Wells Fargo Bank October 2011 - August 2012
Northwestern Mutual January 2009 - September 2011
Best Buy October 2005 - September 2010
Skills
Sales, Finance, Customer Service, Entrepreneurship, Telemarketing, Negotiation, Lease Negotiations, Risk Management, Sales Management, Sales Process, Sales Presentations, New Business Development, Business Planning, Business Owner Planning, Successful Business..., Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Retail, Retail Banking, Retail Sales, Branch Banking, Investments, Advising Clients, Business Advising, Marketing Strategy
Education
College for Financial Planning 2014 — 2016
Master's Degree, Financial Analysis
University of Northern Iowa 2008 — 2011
Bachelors, Finance, Investments and Securities
University of Northern Iowa 2008 — 2011
Bachelors, Real Estate
North Scott Senior High School 2004 — 2007
Shan Murugesan Shan Murugesan's Wells Fargo Bank Experience April 2010 - November 2011
Job Senior Solutions/Technical Architect at CA Technologies
Industry Computer & Network Security
Experience
Computer Science Corporation Senior Solutions/Technical ArchitectCA TechnologiesMay 2015 - Present
Innominds January 2015 - Present
Macate - Isaac Daniel Group March 2015 - May 2015
Delphi August 2013 - January 2015
Apple Inc November 2011 - August 2013
Wells Fargo Bank April 2010 - November 2011
Sun Microsystems 1996 - April 2010
Education
Saint Mary's College of California 2008 — 2010
MBA, Business Administration
Coimbatore Institute of Technology 1985 — 1989
BE, Computer Science & Engineering
Computer Science Corporation Senior Solutions/Technical ArchitectCA TechnologiesMay 2015 - Present
Innominds January 2015 - Present
Macate - Isaac Daniel Group March 2015 - May 2015
Delphi August 2013 - January 2015
Apple Inc November 2011 - August 2013
Wells Fargo Bank April 2010 - November 2011
Sun Microsystems 1996 - April 2010
Education
Saint Mary's College of California 2008 — 2010
MBA, Business Administration
Coimbatore Institute of Technology 1985 — 1989
BE, Computer Science & Engineering
Christine Feller Christine Feller's Wells Fargo Bank Experience 2005 - 2008
Job Practice Operations Director Primary Care at Mayo Clinic Health System
Industry Hospital & Health Care
Experience
Mayo Clinic Health System April 2015 - Present
Mayo Clinic Health System January 2013 - May 2015
Mayo Clinic May 2011 - January 2013
Mayo Clinic Health System June 2010 - May 2011
College of Public Health - Department of Health Management and Policy October 2009 - June 2010
University of Iowa College of Nursing September 2008 - October 2009
Bay Area Medical Center May 2009 - July 2009
La Crosse County Health Department January 2008 - May 2008
Wells Fargo Bank 2005 - 2008
Skills
Healthcare Management, Hospitals, Healthcare, Healthcare Information..., Process Improvement, EMR, Data Analysis, Coaching
Education
University of Iowa 2008 — 2010
MHA, Health Administration
University of Wisconsin-La Crosse 2005 — 2008
BA, Economics, Public Administration, Political Science
College of Saint Benedict 2004 — 2005
Management and Economics
Mayo Clinic Health System April 2015 - Present
Mayo Clinic Health System January 2013 - May 2015
Mayo Clinic May 2011 - January 2013
Mayo Clinic Health System June 2010 - May 2011
College of Public Health - Department of Health Management and Policy October 2009 - June 2010
University of Iowa College of Nursing September 2008 - October 2009
Bay Area Medical Center May 2009 - July 2009
La Crosse County Health Department January 2008 - May 2008
Wells Fargo Bank 2005 - 2008
Skills
Healthcare Management, Hospitals, Healthcare, Healthcare Information..., Process Improvement, EMR, Data Analysis, Coaching
Education
University of Iowa 2008 — 2010
MHA, Health Administration
University of Wisconsin-La Crosse 2005 — 2008
BA, Economics, Public Administration, Political Science
College of Saint Benedict 2004 — 2005
Management and Economics
Tara (Gleason) Buddin Tara (Gleason) Buddin's Wells Fargo Bank Experience July 2010 - April 2011
Job Assistant Vice President of Business Development at Affinity Bank Atlanta
Industry Banking
Experience
Affinity Bank - Atlanta April 2011 - Present
Wells Fargo Bank July 2010 - April 2011
Community First Bank March 2006 - June 2010
Skills
Business Development, Depository Operations, Customer Service, Commercial Banking, Retail Banking, Manage Client..., Internal Marketing, Internet Banking, Remote Deposit Capture, Marketing Strategy, Loans, Management, Commercial Lending, Small Business Lending, Banking, Investments, Leadership, Marketing, Public Speaking, Sales, Team Building, Strategic Planning
Education
Clemson University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Management and Human Resources
York Technical College 2001 — 2003
Transfer Program, Transfer Program
Affinity Bank - Atlanta April 2011 - Present
Wells Fargo Bank July 2010 - April 2011
Community First Bank March 2006 - June 2010
Skills
Business Development, Depository Operations, Customer Service, Commercial Banking, Retail Banking, Manage Client..., Internal Marketing, Internet Banking, Remote Deposit Capture, Marketing Strategy, Loans, Management, Commercial Lending, Small Business Lending, Banking, Investments, Leadership, Marketing, Public Speaking, Sales, Team Building, Strategic Planning
Education
Clemson University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Business Management and Human Resources
York Technical College 2001 — 2003
Transfer Program, Transfer Program
Larry Da Silva Larry Da Silva's Wells Fargo Bank Experience May 2011 - Present
Job Retired SVP & Wealth Advisor, Wells Fargo Private Bank at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 2011 - Present
Wells Fargo Private Bank 2000 - July 2011
First Interstate Bank 1986 - 1996
Skills
Wealth Management, Wealth Management..., Series 7, Asset Allocation, High Net Worth..., Strategic Financial..., Estate Planning, Retirement Planning, Investment Advisory, Investment Strategies, Portfolio Management, Trust Services, Investments, Private Banking, Investment Management
Education
C.I.E.M.
College for Financial Planning
C.F.P., Financial Planning
DePaul University
M.A., Economics
FPA Conference Seminars
Georgia State University
B.B.A., Economics
Wells Fargo Bank May 2011 - Present
Wells Fargo Private Bank 2000 - July 2011
First Interstate Bank 1986 - 1996
Skills
Wealth Management, Wealth Management..., Series 7, Asset Allocation, High Net Worth..., Strategic Financial..., Estate Planning, Retirement Planning, Investment Advisory, Investment Strategies, Portfolio Management, Trust Services, Investments, Private Banking, Investment Management
Education
C.I.E.M.
College for Financial Planning
C.F.P., Financial Planning
DePaul University
M.A., Economics
FPA Conference Seminars
Georgia State University
B.B.A., Economics
Del Lloyd's Wells Fargo Bank Experience January 2005 - March 2012
Job Entrepreneur at tbd
Industry Banking
Experience
tbd March 2015 - Present
Traveling Around The World September 2013 - March 2015
Silicon Valley Bank April 2012 - August 2013
Wells Fargo Bank January 2005 - March 2012
Exemplar Consulting Partners January 2008 - February 2011
Wells Fargo September 2005 - November 2008
American Express September 2002 - January 2005
American Express March 2000 - September 2002
American Express - Hong Kong March 1998 - March 2000
American Express September 1996 - March 1998
Skills
International Project..., Program Management, International business, compliance, Asia Pacific, Mobile Technology, Internet, Technology Development, Software Project..., Expatriates, Financial Services, IT Governance, Banking, Coaching, E-commerce, Vendor Management, IT Outsourcing, People Management, Delivering Results, PMO, Mentoring, Project Management, Project Portfolio..., Project Delivery, Governance, Mobile Banking, Internet Banking, Online and mobile, International Business, Management, Risk Management, Integration, Leadership, IT Strategy, Business Analysis, Cross-functional Team..., Consulting, Strategy, SDLC, Six Sigma, Software Documentation, Executive Management, Training, Business Process..., PMP
Education
Thunderbird School of Global Management 1995 — 1997
MBA, International Management - Marketing
Colby College 1988 — 1991
B.A., East Asian Studies
Miss Porter's School 1984 — 1987
high school diploma
Renbrook School 1982 — 1984
tbd March 2015 - Present
Traveling Around The World September 2013 - March 2015
Silicon Valley Bank April 2012 - August 2013
Wells Fargo Bank January 2005 - March 2012
Exemplar Consulting Partners January 2008 - February 2011
Wells Fargo September 2005 - November 2008
American Express September 2002 - January 2005
American Express March 2000 - September 2002
American Express - Hong Kong March 1998 - March 2000
American Express September 1996 - March 1998
Skills
International Project..., Program Management, International business, compliance, Asia Pacific, Mobile Technology, Internet, Technology Development, Software Project..., Expatriates, Financial Services, IT Governance, Banking, Coaching, E-commerce, Vendor Management, IT Outsourcing, People Management, Delivering Results, PMO, Mentoring, Project Management, Project Portfolio..., Project Delivery, Governance, Mobile Banking, Internet Banking, Online and mobile, International Business, Management, Risk Management, Integration, Leadership, IT Strategy, Business Analysis, Cross-functional Team..., Consulting, Strategy, SDLC, Six Sigma, Software Documentation, Executive Management, Training, Business Process..., PMP
Education
Thunderbird School of Global Management 1995 — 1997
MBA, International Management - Marketing
Colby College 1988 — 1991
B.A., East Asian Studies
Miss Porter's School 1984 — 1987
high school diploma
Renbrook School 1982 — 1984
Jennelle Chorak Jennelle Chorak's Wells Fargo Bank Experience February 2002 - July 2005
Job Senior Financial Consultant at Security Service Federal Credit Union
Industry Investment Management
Experience
Security Service Investment Group April 2010 - Present
Morgan Stanley Smith Barney July 2005 - April 2010
Wells Fargo Bank February 2002 - July 2005
Merrill Lynch May 1999 - September 2000
Skills
Series 7, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Uniform Combined State..., Investment Advisory, Retirement, Portfolio Management, Asset Allocation, Banking, Financial Advisory, Investment Management, 401k, Series 65, Insurance, Fixed Annuities, Risk Management, 401k Rollovers, IRAs, Roth IRA, Personal Financial..., Life Insurance, Fixed Income, Variable Annuities, Finance, Financial Planning
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Plans Specialist
Colorado State University-Pueblo 2002 — 2003
Economics
Security Service Investment Group April 2010 - Present
Morgan Stanley Smith Barney July 2005 - April 2010
Wells Fargo Bank February 2002 - July 2005
Merrill Lynch May 1999 - September 2000
Skills
Series 7, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Uniform Combined State..., Investment Advisory, Retirement, Portfolio Management, Asset Allocation, Banking, Financial Advisory, Investment Management, 401k, Series 65, Insurance, Fixed Annuities, Risk Management, 401k Rollovers, IRAs, Roth IRA, Personal Financial..., Life Insurance, Fixed Income, Variable Annuities, Finance, Financial Planning
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Plans Specialist
Colorado State University-Pueblo 2002 — 2003
Economics
Kristin Billings's Wells Fargo Bank Experience February 2006 - September 2007
Job Geico Field Representative
Industry Insurance
Experience
GEICO April 2015 - Present
Bank of America November 2010 - April 2015
Bank of America September 2008 - November 2010
Wells Fargo Financial September 2007 - September 2008
Wells Fargo Bank February 2006 - September 2007
Skills
Loan Origination, Customer Service, Credit Analysis, Recruiting, Microsoft Excel, Microsoft Office, Outlook, Team Building, Loans, Credit, Mortgage Lending, Microsoft Word, Strategic Planning, Referrals
Education
The University of North Dakota 2002 — 2005
B.S.Ed., Business Education
College of St. Benedict 2001 — 2002
Central Cass High School 1997 — 2001
GEICO April 2015 - Present
Bank of America November 2010 - April 2015
Bank of America September 2008 - November 2010
Wells Fargo Financial September 2007 - September 2008
Wells Fargo Bank February 2006 - September 2007
Skills
Loan Origination, Customer Service, Credit Analysis, Recruiting, Microsoft Excel, Microsoft Office, Outlook, Team Building, Loans, Credit, Mortgage Lending, Microsoft Word, Strategic Planning, Referrals
Education
The University of North Dakota 2002 — 2005
B.S.Ed., Business Education
College of St. Benedict 2001 — 2002
Central Cass High School 1997 — 2001
Bob Cassiday's Wells Fargo Bank Experience November 1998 - June 2003
Job Mortgage Loan Originator at Cherry Creek Mortgage, NMLS# 874575. LMB #100048032.
Industry Financial Services
Experience
Cherry Creek Mortgage December 2013 - Present
KeyBank January 2012 - December 2013
Wells Fargo Advisors, LLC May 2010 - January 2012
Corporate Express / Staples January 2009 - February 2010
Solo Cup Company July 2007 - December 2008
Midwest Chemical and Supply July 2005 - June 2007
Johnson Diversey Corp. August 2003 - June 2005
Wells Fargo Bank November 1998 - June 2003
VoiceStream Wireless August 1997 - April 1998
Northern Financial Group 1997 - 1997
Skills
Mortgage Lending, Banking, Loans, Customer Service, Cold Calling, Series 7, Insurance, Public Speaking, FHA, Consumer Lending, Account Management, Home Equity Loans, Sales Presentations, Outlook, PowerPoint, B2B, Investment Advisory, Microsoft Word, Deposits, Eagle Scout, Political Campaigns, Credit Scoring, Mortgage loans, Outside Sales, European History, American History, Excel, Bank Operations, Conventional Mortgages, Down Payment Assistance, Fair Lending, Investment Banking, Inside Sales, World History, Annuities, Word, Volunteer Recruiting, Chess, Mountaineering, Scouting, Christianity, Ethics, TaeKwonDo, Political Philosophy, Marathon Running, Study Abroad, Writing, VA, Publishing, Small Business
Education
University of Colorado at Denver 2008 — 2013
MBA Program
Xinnix Mortgage Loan Originator School 2013 — 2013
Xinnix Certified Orginator
Northern Colorado College of Real Estate 1997 — 1997
Graduate
Morton Blackwell Leadership Institute 1994 — 1996
Leadership, Political Organization and Activism
Colorado State University 1993 — 1996
Bachelor's Degree, History
University of Wales, Swansea 1995 — 1995
CSU Study Abroad Program, University of Wales, Swansea, United Kingdom, British History
College of Lake County 1992 — 1993
Associate of Arts, Liberal Arts, 3.8 GPA
Gashland, Clardy, Newmark 1976 — 1984
Grades 1-8
Financial Peace University Graduate 2010 — 2010
West Aurora High School
High School
Cherry Creek Mortgage December 2013 - Present
KeyBank January 2012 - December 2013
Wells Fargo Advisors, LLC May 2010 - January 2012
Corporate Express / Staples January 2009 - February 2010
Solo Cup Company July 2007 - December 2008
Midwest Chemical and Supply July 2005 - June 2007
Johnson Diversey Corp. August 2003 - June 2005
Wells Fargo Bank November 1998 - June 2003
VoiceStream Wireless August 1997 - April 1998
Northern Financial Group 1997 - 1997
Skills
Mortgage Lending, Banking, Loans, Customer Service, Cold Calling, Series 7, Insurance, Public Speaking, FHA, Consumer Lending, Account Management, Home Equity Loans, Sales Presentations, Outlook, PowerPoint, B2B, Investment Advisory, Microsoft Word, Deposits, Eagle Scout, Political Campaigns, Credit Scoring, Mortgage loans, Outside Sales, European History, American History, Excel, Bank Operations, Conventional Mortgages, Down Payment Assistance, Fair Lending, Investment Banking, Inside Sales, World History, Annuities, Word, Volunteer Recruiting, Chess, Mountaineering, Scouting, Christianity, Ethics, TaeKwonDo, Political Philosophy, Marathon Running, Study Abroad, Writing, VA, Publishing, Small Business
Education
University of Colorado at Denver 2008 — 2013
MBA Program
Xinnix Mortgage Loan Originator School 2013 — 2013
Xinnix Certified Orginator
Northern Colorado College of Real Estate 1997 — 1997
Graduate
Morton Blackwell Leadership Institute 1994 — 1996
Leadership, Political Organization and Activism
Colorado State University 1993 — 1996
Bachelor's Degree, History
University of Wales, Swansea 1995 — 1995
CSU Study Abroad Program, University of Wales, Swansea, United Kingdom, British History
College of Lake County 1992 — 1993
Associate of Arts, Liberal Arts, 3.8 GPA
Gashland, Clardy, Newmark 1976 — 1984
Grades 1-8
Financial Peace University Graduate 2010 — 2010
West Aurora High School
High School
L.R. Mickle L.R. Mickle's Wells Fargo Bank Experience April 2012 - Present
Job Registered Banker
Industry Financial Services
Experience
Wells Fargo Bank April 2012 - Present
Education
College of Charleston 1997 — 2001
B.A., Communications
Wells Fargo Bank April 2012 - Present
Education
College of Charleston 1997 — 2001
B.A., Communications
R. Mark Miller, Jr. R. Mark Miller, Jr.'s Wells Fargo Bank Experience March 2011 - June 2013
Job Senior Credit Analyst at Independence National Bank
Industry Banking
Experience
Independence National Bank May 2014 - Present
Wells Fargo July 2013 - May 2014
Wells Fargo Bank March 2011 - June 2013
Nehemiah Community Revitalization Corporation May 2009 - April 2010
Palmetto Craftsmen July 2007 - July 2008
Grubb & EllisBarkley Fraser September 2006 - June 2007
Skills
Real Estate Economics, Real Estate, Real Estate Development, Commercial Real Estate, Finance, Real Estate Transactions, Valuation, Due Diligence, Asset Management, Brokerage, Investments, Financial Modeling, Financial Analysis, Disposition, Investment Properties
Education
Furman University 2012 — 2013
Accounting
Clemson University 2008 — 2010
Master, Real Estate Development
Clemson University 2002 — 2006
BS, Psychology
Sping Valley
Independence National Bank May 2014 - Present
Wells Fargo July 2013 - May 2014
Wells Fargo Bank March 2011 - June 2013
Nehemiah Community Revitalization Corporation May 2009 - April 2010
Palmetto Craftsmen July 2007 - July 2008
Grubb & EllisBarkley Fraser September 2006 - June 2007
Skills
Real Estate Economics, Real Estate, Real Estate Development, Commercial Real Estate, Finance, Real Estate Transactions, Valuation, Due Diligence, Asset Management, Brokerage, Investments, Financial Modeling, Financial Analysis, Disposition, Investment Properties
Education
Furman University 2012 — 2013
Accounting
Clemson University 2008 — 2010
Master, Real Estate Development
Clemson University 2002 — 2006
BS, Psychology
Sping Valley
Debbie Bolas's Wells Fargo Bank Experience December 1990 - June 1998
Job Assistant Vice President/Loan Administration Manager 3
Industry Banking
Experience
Wells Fargo & Co. 2011 - Present
Wells Fargo Consumer Credit Group April 2003 - December 2007
JP Morgan Chase January 2002 - April 2003
GMAC June 1998 - September 2001
Wells Fargo Bank December 1990 - June 1998
Great American 1976 - 1990
Skills
Mortgage Lending, Credit, Consumer Lending, Loans, Mortgage Banking, Banking, Underwriting, Refinance, Credit Analysis, Finance, Loan Origination, Management, Residential Mortgages
Education
University of Phoenix 2003 — 2006
BS, Business Management
Coleman College 2001 — 2003
Networking
kelsey jenny 2001 — 2002
certificate, networking
Wells Fargo & Co. 2011 - Present
Wells Fargo Consumer Credit Group April 2003 - December 2007
JP Morgan Chase January 2002 - April 2003
GMAC June 1998 - September 2001
Wells Fargo Bank December 1990 - June 1998
Great American 1976 - 1990
Skills
Mortgage Lending, Credit, Consumer Lending, Loans, Mortgage Banking, Banking, Underwriting, Refinance, Credit Analysis, Finance, Loan Origination, Management, Residential Mortgages
Education
University of Phoenix 2003 — 2006
BS, Business Management
Coleman College 2001 — 2003
Networking
kelsey jenny 2001 — 2002
certificate, networking
Swarna Dandapani's Wells Fargo Bank Experience 2002 - 2004
Job Senior Software Engineer at ArcSight
Industry Computer & Network Security
Experience
HP Enterprise Security 2011 - Present
ArcSight December 2007 - Present
RSA security April 2007 - November 2007
Acxiom Digital 2007 - 2007
Wells Fargo 2002 - 2005
Wells Fargo Bank 2002 - 2004
Skills
Databases
Education
Coimbatore Institute of Technology
B.E., Electronics & Communications Engg
HP Enterprise Security 2011 - Present
ArcSight December 2007 - Present
RSA security April 2007 - November 2007
Acxiom Digital 2007 - 2007
Wells Fargo 2002 - 2005
Wells Fargo Bank 2002 - 2004
Skills
Databases
Education
Coimbatore Institute of Technology
B.E., Electronics & Communications Engg
Dolores Stansfield's Wells Fargo Bank Experience January 2008 - March 2008
Job Executive Assistant at Dean Barry Wealth Management
Industry Financial Services
Experience
Dean Barry Wealth Management December 2009 - Present
The Cleveland Orchestra January 2009 - July 2009
Wells Fargo Bank January 2008 - March 2008
Wells Fargo Bank (Formerly known as Greater Bay Bank N.A.) 2008 - 2008
Greater Bay Bancorp June 2006 - December 2007
Greater Bay Bank NA 2006 - 2007
Things Remembered April 2003 - May 2006
Franklin Templeton Investments November 2000 - May 2006
KeyBank October 1994 - November 2000
Society Bank July 1993 - October 1994
Skills
Vendor Management, Process Improvement, Change Management, Visio, Budgets, Project Management, Team Building, Training, Nonprofits, Human Resources, Access, Lotus Notes, Leadership, Banking, Program Management, Microsoft Office, Spreadsheets, Management, Employee Relations, Event Planning, Invoicing, Marketing, Non-profits
Education
Cleveland State University 1972 — 1978
Bachelor of Arts, English
Cuyahoga Community College 1970 — 1972
AA, Journalism
Dean Barry Wealth Management December 2009 - Present
The Cleveland Orchestra January 2009 - July 2009
Wells Fargo Bank January 2008 - March 2008
Wells Fargo Bank (Formerly known as Greater Bay Bank N.A.) 2008 - 2008
Greater Bay Bancorp June 2006 - December 2007
Greater Bay Bank NA 2006 - 2007
Things Remembered April 2003 - May 2006
Franklin Templeton Investments November 2000 - May 2006
KeyBank October 1994 - November 2000
Society Bank July 1993 - October 1994
Skills
Vendor Management, Process Improvement, Change Management, Visio, Budgets, Project Management, Team Building, Training, Nonprofits, Human Resources, Access, Lotus Notes, Leadership, Banking, Program Management, Microsoft Office, Spreadsheets, Management, Employee Relations, Event Planning, Invoicing, Marketing, Non-profits
Education
Cleveland State University 1972 — 1978
Bachelor of Arts, English
Cuyahoga Community College 1970 — 1972
AA, Journalism
Purnell Mills's Wells Fargo Bank Experience April 2010 - September 2011
Job IT Business Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
TIAA-CREF February 2015 - April 2015
Bank of America March 2013 - January 2015
Ally Financial Inc. October 2011 - January 2013
Wells Fargo Bank April 2010 - September 2011
JPMorgan Chase October 2006 - April 2010
Credit Suisse 2005 - 2006
Education
Colgate University 1976 — 1980
Bank of America June 2015 - Present
TIAA-CREF February 2015 - April 2015
Bank of America March 2013 - January 2015
Ally Financial Inc. October 2011 - January 2013
Wells Fargo Bank April 2010 - September 2011
JPMorgan Chase October 2006 - April 2010
Credit Suisse 2005 - 2006
Education
Colgate University 1976 — 1980
Aletha Seidel's Wells Fargo Bank Experience 2004 - March 2010
Job Operations Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2010 - Present
Wells Fargo March 2010 - August 2011
Wells Fargo Bank 2004 - March 2010
Mellon HRIS 1998 - 2002
Skills
Process Improvement, Personnel Development, Personnel Leadership
Education
University of Phoenix 2001 — 2009
Masters of Business Administration, Accounting
College for Financial Planning 1999 — 2002
Certified Financial Planner, Financial Planning
Wells Fargo March 2010 - Present
Wells Fargo March 2010 - August 2011
Wells Fargo Bank 2004 - March 2010
Mellon HRIS 1998 - 2002
Skills
Process Improvement, Personnel Development, Personnel Leadership
Education
University of Phoenix 2001 — 2009
Masters of Business Administration, Accounting
College for Financial Planning 1999 — 2002
Certified Financial Planner, Financial Planning
Pam Lindula's Wells Fargo Bank Experience December 2010 - Present
Job Senior Counsel at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2010 - Present
MoneyGram International January 2006 - January 2011
HSBC Card Services (Formerly Metris Companies, Inc.) October 2000 - January 2006
ResCap, fka GMAC/RFC December 1996 - October 2000
Bankers Systems Inc. 1989 - 1996
Education
University of Minnesota Law School 1985 — 1988
JD
College of Saint Benedict 1981 — 1984
B.S., Business Administration
Wells Fargo Bank December 2010 - Present
MoneyGram International January 2006 - January 2011
HSBC Card Services (Formerly Metris Companies, Inc.) October 2000 - January 2006
ResCap, fka GMAC/RFC December 1996 - October 2000
Bankers Systems Inc. 1989 - 1996
Education
University of Minnesota Law School 1985 — 1988
JD
College of Saint Benedict 1981 — 1984
B.S., Business Administration
Allen Boyles's Wells Fargo Bank Experience April 2010 - September 2011
Job Business Systems Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2015 - Present
Apex Systems May 2015 - September 2015
Bank of America November 2011 - January 2015
Wells Fargo Bank April 2010 - September 2011
Bank of America September 1998 - February 2010
Skills
Banking
Education
Clemson University - College of Business and Behavioral Science 1987 — 1991
BS, Management
Wells Fargo September 2015 - Present
Apex Systems May 2015 - September 2015
Bank of America November 2011 - January 2015
Wells Fargo Bank April 2010 - September 2011
Bank of America September 1998 - February 2010
Skills
Banking
Education
Clemson University - College of Business and Behavioral Science 1987 — 1991
BS, Management
Yimin Wu, CFA's Wells Fargo Bank Experience November 2005 - Present
Job Investment Professional
Industry Financial Services
Experience
Wells Fargo Bank November 2005 - Present
TD Waterhouse March 2004 - November 2005
Skills
Portfolio Management, Investments, Wealth Management, Financial Analysis, Asset Allocation, Derivatives, Risk Management, Banking, Investment Management, Equity Valuation, Retirement, Analysis, Equities, Alternative Investments, Asset Managment, Fixed Income, Financial Modeling, Financial Risk, Valuation
Education
University of Georgia - Terry College of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Clemson University 1997 — 2001
Bachelor of Science (B.S.), Computer Engineering
Wells Fargo Bank November 2005 - Present
TD Waterhouse March 2004 - November 2005
Skills
Portfolio Management, Investments, Wealth Management, Financial Analysis, Asset Allocation, Derivatives, Risk Management, Banking, Investment Management, Equity Valuation, Retirement, Analysis, Equities, Alternative Investments, Asset Managment, Fixed Income, Financial Modeling, Financial Risk, Valuation
Education
University of Georgia - Terry College of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Clemson University 1997 — 2001
Bachelor of Science (B.S.), Computer Engineering
Peter Kugeler's Wells Fargo Bank Experience June 2003 - September 2005
Job VP, Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley October 2010 - Present
Bank of America June 2010 - October 2010
Citizens Bank October 2009 - June 2010
BANK OF AMERICA October 2005 - April 2009
STINKY DOG NO MORE January 1999 - January 2006
Wells Fargo Bank June 2003 - September 2005
Skills
Credit, Banking, Equities, Financial Analysis, Relationship Management, Financial Modeling, Investment Banking, New Business Development, Cash Flow, Finance, Business Development, Valuation, Sales, Management, Financial Statements, Retail, Coaching, Networking, Consulting, Hubs
Education
BOSTON COLLEGE CARROLL GRADUATE SCHOOL OF MANAGEMENT (Dec. 2009) 2007 — 2010
Master, Masters in Business Administration; Finance
Colby College 1995 — 1999
Bachelor of Arts degree, French Studies
Morgan Stanley October 2010 - Present
Bank of America June 2010 - October 2010
Citizens Bank October 2009 - June 2010
BANK OF AMERICA October 2005 - April 2009
STINKY DOG NO MORE January 1999 - January 2006
Wells Fargo Bank June 2003 - September 2005
Skills
Credit, Banking, Equities, Financial Analysis, Relationship Management, Financial Modeling, Investment Banking, New Business Development, Cash Flow, Finance, Business Development, Valuation, Sales, Management, Financial Statements, Retail, Coaching, Networking, Consulting, Hubs
Education
BOSTON COLLEGE CARROLL GRADUATE SCHOOL OF MANAGEMENT (Dec. 2009) 2007 — 2010
Master, Masters in Business Administration; Finance
Colby College 1995 — 1999
Bachelor of Arts degree, French Studies
Lisa Billingham's Wells Fargo Bank Experience 1997 - 2008
Job Communications Manager at Wells Fargo Insurance Inc.
Industry Public Relations and Communications
Experience
Wells Fargo Insurance December 2010 - Present
Wells Fargo Insurance April 2008 - December 2010
Wells Fargo Bank 1997 - 2008
Honeywell Process Solutions 1995 - 1997
Marquette Bank, N.A. 1987 - 1995
Skills
Internal Communications, Strategic Communications, Corporate Communications, Marketing Communications, Public Relations, Editing, Writing, Event Management, Newsletters, Public Speaking, Press Releases, Copywriting, Marketing Strategy, Advertising, Strategic Planning, Communications Strategy, Community Relations, Promotions, Communications Planning, Corporate Branding, Budgeting, Marketing Management
Education
Coe College
B.A., English
Wells Fargo Insurance December 2010 - Present
Wells Fargo Insurance April 2008 - December 2010
Wells Fargo Bank 1997 - 2008
Honeywell Process Solutions 1995 - 1997
Marquette Bank, N.A. 1987 - 1995
Skills
Internal Communications, Strategic Communications, Corporate Communications, Marketing Communications, Public Relations, Editing, Writing, Event Management, Newsletters, Public Speaking, Press Releases, Copywriting, Marketing Strategy, Advertising, Strategic Planning, Communications Strategy, Community Relations, Promotions, Communications Planning, Corporate Branding, Budgeting, Marketing Management
Education
Coe College
B.A., English
Mary Nasvik's Wells Fargo Bank Experience December 1990 - Present
Job Human Resources Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 1990 - Present
Skills
Talent Management, Employee Relations, Succession Planning, Organizational Design, Leadership, Employee Benefits, Deferred Compensation, Employee Engagement, Talent Acquisition, Workforce Planning, Performance Management, Human Resources, Applicant Tracking..., Recruiting, HR Consulting, College Recruiting, HRIS, Organizational..., Interviews, Benefits Administration, PeopleSoft, Onboarding, Technical Recruiting
Education
College of Saint Benedict
Wells Fargo Bank December 1990 - Present
Skills
Talent Management, Employee Relations, Succession Planning, Organizational Design, Leadership, Employee Benefits, Deferred Compensation, Employee Engagement, Talent Acquisition, Workforce Planning, Performance Management, Human Resources, Applicant Tracking..., Recruiting, HR Consulting, College Recruiting, HRIS, Organizational..., Interviews, Benefits Administration, PeopleSoft, Onboarding, Technical Recruiting
Education
College of Saint Benedict
Ethan Forchette's Wells Fargo Bank Experience August 2006 - August 2008
Job Manager, Wholesale and Retail Development at BMW of North America, LLC
Industry Automotive
Experience
BMW of North America, LLC March 2015 - Present
Rolls-Royce Motor Cars August 2013 - Present
BMW of North America, LLC October 2011 - Present
BMW of North America, LLC August 2010 - January 2012
Husqvarna Motorcycles - BMW Group July 2008 - July 2010
Wells Fargo Bank August 2006 - August 2008
Wells Fargo 2000 - 2006
Skills
Automotive, Customer Satisfaction, Management, Marketing Strategy, Vehicles, Team Building, Sales Management, Automobile, New Business Development, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2008
MBA, Finance/Marketing
Coastal Carolina University 1996 — 2000
BSBA, Finance
BMW of North America, LLC March 2015 - Present
Rolls-Royce Motor Cars August 2013 - Present
BMW of North America, LLC October 2011 - Present
BMW of North America, LLC August 2010 - January 2012
Husqvarna Motorcycles - BMW Group July 2008 - July 2010
Wells Fargo Bank August 2006 - August 2008
Wells Fargo 2000 - 2006
Skills
Automotive, Customer Satisfaction, Management, Marketing Strategy, Vehicles, Team Building, Sales Management, Automobile, New Business Development, Strategy
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2008
MBA, Finance/Marketing
Coastal Carolina University 1996 — 2000
BSBA, Finance
Andrea Wannarka's Wells Fargo Bank Experience March 2011 - Present
Job Energetic and Experienced Team Lead and QA Analyst
Industry Computer Software
Experience
Wells Fargo Bank March 2011 - Present
Bonneville Power Administration November 2010 - March 2011
Wells Fargo November 2009 - December 2010
ADP June 2002 - June 2009
ADP Dealer Services June 1996 - May 2002
ADP Dealer Services January 1990 - May 1996
ADP Dealer Services May 1984 - December 1989
Skills
SDLC, Quality Assurance, Software Quality..., Agile Methodologies, Testing, SharePoint, User Acceptance Testing, Requirements Analysis, Software Project..., Quality Center, Scrum, Process Improvement, Waterfall, Software Documentation, SQL, Business Analysis, Microsoft SQL Server, Visio, Requirements Gathering, ClearQuest
Education
College of Saint Benedict 1979 — 1983
BA, Business Administration
Wells Fargo Bank March 2011 - Present
Bonneville Power Administration November 2010 - March 2011
Wells Fargo November 2009 - December 2010
ADP June 2002 - June 2009
ADP Dealer Services June 1996 - May 2002
ADP Dealer Services January 1990 - May 1996
ADP Dealer Services May 1984 - December 1989
Skills
SDLC, Quality Assurance, Software Quality..., Agile Methodologies, Testing, SharePoint, User Acceptance Testing, Requirements Analysis, Software Project..., Quality Center, Scrum, Process Improvement, Waterfall, Software Documentation, SQL, Business Analysis, Microsoft SQL Server, Visio, Requirements Gathering, ClearQuest
Education
College of Saint Benedict 1979 — 1983
BA, Business Administration
Gale Elson, CISA, CRISC's Wells Fargo Bank Experience September 1996 - May 1997
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2001 - Present
Systematic Technology Solutions February 1998 - March 2001
Wells Fargo Bank September 1996 - May 1997
First Interstate February 1995 - September 1996
Wells Fargo Bank September 1994 - February 1995
HomeFed Bank July 1989 - April 1994
Rohr Industries September 1988 - July 1989
IVAC Corp December 1985 - September 1988
Foodmaker-Jack in the Box May 1977 - December 1985
Education
National University 1981 — 1984
BBA
Coleman College 1972 — 1973
Wells Fargo September 2001 - Present
Systematic Technology Solutions February 1998 - March 2001
Wells Fargo Bank September 1996 - May 1997
First Interstate February 1995 - September 1996
Wells Fargo Bank September 1994 - February 1995
HomeFed Bank July 1989 - April 1994
Rohr Industries September 1988 - July 1989
IVAC Corp December 1985 - September 1988
Foodmaker-Jack in the Box May 1977 - December 1985
Education
National University 1981 — 1984
BBA
Coleman College 1972 — 1973
Henry Kleschen's Wells Fargo Bank Experience Vice President and Assistant General CounselJPMorgan Chase2001 - 2005
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank Vice President and Assistant General CounselJPMorgan Chase2001 - 2005
American National Bank and Trust Company of Chicago 1992 - 2001
Education
Northwestern University J.L. Kellogg Graduate School of Management 1982 — 1986
MM (MBA), Finance and Accounting
Northwestern University School of Law 1982 — 1986
JD
Colgate University 1977 — 1981
BA, Economics
ETHS
Wells Fargo Bank Vice President and Assistant General CounselJPMorgan Chase2001 - 2005
American National Bank and Trust Company of Chicago 1992 - 2001
Education
Northwestern University J.L. Kellogg Graduate School of Management 1982 — 1986
MM (MBA), Finance and Accounting
Northwestern University School of Law 1982 — 1986
JD
Colgate University 1977 — 1981
BA, Economics
ETHS
Kevin Oden's Wells Fargo Bank Experience February 2009 - December 2012
Job Chief Market & Institutional Risk Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo Bank February 2009 - December 2012
Wachovia Securities 2005 - 2008
Graham Capital Management 2004 - 2005
Bear Stearns 2003 - 2004
Montclair State University August 2002 - June 2003
Oden Capital 2001 - 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Goldman Sachs 1997 - 2000
Harvard University September 1994 - June 1997
Skills
Derivatives, Risk Management, Options, Market Risk, Fixed Income
Education
University of California, Los Angeles 1990 — 1994
Ph.D.
Cleveland State University 1985 — 1988
BS, BBA
Wells Fargo January 2013 - Present
Wells Fargo Bank February 2009 - December 2012
Wachovia Securities 2005 - 2008
Graham Capital Management 2004 - 2005
Bear Stearns 2003 - 2004
Montclair State University August 2002 - June 2003
Oden Capital 2001 - 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Goldman Sachs 1997 - 2000
Harvard University September 1994 - June 1997
Skills
Derivatives, Risk Management, Options, Market Risk, Fixed Income
Education
University of California, Los Angeles 1990 — 1994
Ph.D.
Cleveland State University 1985 — 1988
BS, BBA
Kathy Yeck's Wells Fargo Bank Experience 2007 - Present
Job eBusiness Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank 2007 - Present
Charles Schwab 1999 - 2003
RCM Capital Management 1993 - 1997
Skills
Business Analysis, Software Project..., SDLC, Management, Requirements Analysis, Project Management, Process Improvement
Education
Coleman College 1979 — 1981
Bachelors in Computer Science
Wells Fargo Bank 2007 - Present
Charles Schwab 1999 - 2003
RCM Capital Management 1993 - 1997
Skills
Business Analysis, Software Project..., SDLC, Management, Requirements Analysis, Project Management, Process Improvement
Education
Coleman College 1979 — 1981
Bachelors in Computer Science
Pete Gration's Wells Fargo Bank Experience October 1988 - Present
Job Information Security Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank October 1988 - Present
Skills
CISSP, GLBA, CISA, Vulnerability Assessment, Penetration Testing, Security, Project Management
Education
University of North Carolina at Charlotte 1991 — 1995
MBA, Business
Clemson University 1983 — 1987
Management
Clemson University
Homer Central High School
Wells Fargo Bank October 1988 - Present
Skills
CISSP, GLBA, CISA, Vulnerability Assessment, Penetration Testing, Security, Project Management
Education
University of North Carolina at Charlotte 1991 — 1995
MBA, Business
Clemson University 1983 — 1987
Management
Clemson University
Homer Central High School
Jennifer Rollar, CISA's Wells Fargo Bank Experience June 2010 - Present
Job Basel Program Office at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2010 - Present
Wells Fargo 1999 - June 2010
Skills
Financial Risk, IT Audit, Risk Management
Education
Coastal Carolina University 1993 — 1997
Business Administration
Wells Fargo Bank June 2010 - Present
Wells Fargo 1999 - June 2010
Skills
Financial Risk, IT Audit, Risk Management
Education
Coastal Carolina University 1993 — 1997
Business Administration
Miranda Doering's Wells Fargo Bank Experience January 2010 - December 2011
Job Implementation Consultant III at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2011 - Present
Wells Fargo Bank January 2010 - December 2011
Wells Fargo Bank January 2001 - January 2010
Rasmussen College April 2006 - June 2006
Wells Fargo January 1999 - January 2001
Wells Fargo January 1997 - January 1999
Skills
Minnesota Insurance..., Notary Public, Centra Certification, Situational Leadership, Facilitation..., Training, Program Management, Microsoft Word, Coaching, Recruiting, Management, Loan Origination, Mortgage Lending, Payroll, Analysis, Finance, Sales, Retail, Business Development, Loans, Budgets, Employee Training, Sales Management, Credit
Education
Minnesota School of Business 2013 — 2014
Master of Business Administration (MBA), Marketing
College of St. Benedict 1992 — 1996
B.A, Government and Management
Kimball High School
Wells Fargo December 2011 - Present
Wells Fargo Bank January 2010 - December 2011
Wells Fargo Bank January 2001 - January 2010
Rasmussen College April 2006 - June 2006
Wells Fargo January 1999 - January 2001
Wells Fargo January 1997 - January 1999
Skills
Minnesota Insurance..., Notary Public, Centra Certification, Situational Leadership, Facilitation..., Training, Program Management, Microsoft Word, Coaching, Recruiting, Management, Loan Origination, Mortgage Lending, Payroll, Analysis, Finance, Sales, Retail, Business Development, Loans, Budgets, Employee Training, Sales Management, Credit
Education
Minnesota School of Business 2013 — 2014
Master of Business Administration (MBA), Marketing
College of St. Benedict 1992 — 1996
B.A, Government and Management
Kimball High School
Antonio (Tony) Harrison's Wells Fargo Bank Experience September 2010 - May 2013
Job Lending Officer Wells Fargo Consumer Financial Services
Industry Banking
Experience
Wells Fargo May 2015 - Present
Wells Fargo June 2013 - April 2015
Wells Fargo Bank September 2010 - May 2013
Wachovia December 2006 - September 2010
Wells Fargo Financial February 2002 - November 2006
Sears, Roebuck and Co. February 1997 - February 2002
Skills
Credit, Consumer Lending, Credit Analysis, Compliance, Customer Service, Loans, Underwriting, Home Equity Lines of..., Home Equity Loans, Risk Management, Change Management, Partner Development, Proactive Monitoring, Leading Change, Financial Risk, Subject Matter Experts, Partnering, Risk Assessment, Operational Risk, Training Facilitation, Leading Meetings, Credit Risk, Mortgage Lending, Portfolio Management, Banking, Financial Services, Mortgage Banking
Education
Clemson University 1995 — 1999
BS, Accounting
Wells Fargo May 2015 - Present
Wells Fargo June 2013 - April 2015
Wells Fargo Bank September 2010 - May 2013
Wachovia December 2006 - September 2010
Wells Fargo Financial February 2002 - November 2006
Sears, Roebuck and Co. February 1997 - February 2002
Skills
Credit, Consumer Lending, Credit Analysis, Compliance, Customer Service, Loans, Underwriting, Home Equity Lines of..., Home Equity Loans, Risk Management, Change Management, Partner Development, Proactive Monitoring, Leading Change, Financial Risk, Subject Matter Experts, Partnering, Risk Assessment, Operational Risk, Training Facilitation, Leading Meetings, Credit Risk, Mortgage Lending, Portfolio Management, Banking, Financial Services, Mortgage Banking
Education
Clemson University 1995 — 1999
BS, Accounting
Kerri Hiniker's Wells Fargo Bank Experience March 1999 - December 2003
Job Business Relationship Manager at SharePoint Credit Union
Industry Banking
Experience
SharePoint Credit Union Business Relationship ManagerSharePoint Credit UnionSeptember 2013 - Present
Wells Fargo Bank March 1999 - December 2003
US Bank September 1996 - February 1999
Wells Fargo Bank October 1993 - August 1996
Skills
Banking, Commercial Real Estate, Credit Analysis, Business Relationship..., Credit, Commercial Banking
Education
College of Saint Benedict 1989 — 1993
BA, Business Management
SharePoint Credit Union Business Relationship ManagerSharePoint Credit UnionSeptember 2013 - Present
Wells Fargo Bank March 1999 - December 2003
US Bank September 1996 - February 1999
Wells Fargo Bank October 1993 - August 1996
Skills
Banking, Commercial Real Estate, Credit Analysis, Business Relationship..., Credit, Commercial Banking
Education
College of Saint Benedict 1989 — 1993
BA, Business Management
Jacqueline Lind's Wells Fargo Bank Experience July 2006 - August 2010
Job Registered Dental Assistant at Geissberger, DDS
Industry Hospital & Health Care
Experience
Geissberger, DDS July 2011 - Present
Wells Fargo Bank July 2006 - August 2010
Education
College of Marin 2010 — 2011
Certificate of Completion, Registered Dental Assisting
Geissberger, DDS July 2011 - Present
Wells Fargo Bank July 2006 - August 2010
Education
College of Marin 2010 — 2011
Certificate of Completion, Registered Dental Assisting
Curtice Winsch's Wells Fargo Bank Experience July 1997 - Present
Job Vice President at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank July 1997 - Present
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Financial Services, Loans, Commercial Lending, Mortgage Banking, Mortgage Lending, Small Business Lending
Education
Clemson University 1988 — 1992
L&IT, Business, French
Wells Fargo Bank July 1997 - Present
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Financial Services, Loans, Commercial Lending, Mortgage Banking, Mortgage Lending, Small Business Lending
Education
Clemson University 1988 — 1992
L&IT, Business, French
Christina Wucherpfennig, MHA's Wells Fargo Bank Experience June 2006 - March 2008
Job PAS Specialist at OHSU | Oregon Health & Science University
Industry Hospital & Health Care
Experience
OHSU Oregon Health & Science University June 2014 - Present
Providence Bridgeport Health Center September 2012 - February 2013
Browning Law Offices, LLC August 2009 - June 2012
Pacific Information Center September 2009 - May 2012
Wayfarer Restaurant March 2009 - August 2009
Wells Fargo Bank June 2006 - March 2008
Stephanie Inn June 2000 - June 2006
Gottschalks September 2000 - March 2001
Lamonts October 1999 - June 2000
Skills
Deposits, Data Entry, Filing, File Management, Customer Service, Outlook, Quicken, QuickBooks, PowerPoint, Microsoft Excel, Notary Public, Time Management, Microsoft Word, Critical Thinking, Medical Terminology, Microsoft Office, Community Outreach, Research, Healthcare, Management, Event Planning, Access, Telephone Skills, Sales, Multi-line Phone, Administrative..., Appointment Scheduling, Administration, Process Scheduler, HIPAA
Education
Pacific University 2012 — 2015
Master’s Degree, Healthcare Administration
Pacific University 2009 — 2012
BA, Management
Clatsop Community College 2007 — 2009
AGS, Business
Seaside High School 1995 — 1999
High School Diploma, General
OHSU Oregon Health & Science University June 2014 - Present
Providence Bridgeport Health Center September 2012 - February 2013
Browning Law Offices, LLC August 2009 - June 2012
Pacific Information Center September 2009 - May 2012
Wayfarer Restaurant March 2009 - August 2009
Wells Fargo Bank June 2006 - March 2008
Stephanie Inn June 2000 - June 2006
Gottschalks September 2000 - March 2001
Lamonts October 1999 - June 2000
Skills
Deposits, Data Entry, Filing, File Management, Customer Service, Outlook, Quicken, QuickBooks, PowerPoint, Microsoft Excel, Notary Public, Time Management, Microsoft Word, Critical Thinking, Medical Terminology, Microsoft Office, Community Outreach, Research, Healthcare, Management, Event Planning, Access, Telephone Skills, Sales, Multi-line Phone, Administrative..., Appointment Scheduling, Administration, Process Scheduler, HIPAA
Education
Pacific University 2012 — 2015
Master’s Degree, Healthcare Administration
Pacific University 2009 — 2012
BA, Management
Clatsop Community College 2007 — 2009
AGS, Business
Seaside High School 1995 — 1999
High School Diploma, General
Gordon Gregory's Wells Fargo Bank Experience February 2001 - Present
Job Retired CRE Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank February 2001 - Present
Education
United States Military Academy at West Point 1985 — 1989
Cert - BS, Philosophy
Clemson University 1992 — 1993
Master of Business Administration (MBA)
Graduate School of Banking @ LSU 2000 — 2001
Wells Fargo Bank February 2001 - Present
Education
United States Military Academy at West Point 1985 — 1989
Cert - BS, Philosophy
Clemson University 1992 — 1993
Master of Business Administration (MBA)
Graduate School of Banking @ LSU 2000 — 2001
Jason Boswell's Wells Fargo Bank Experience 2004 - Present
Job Messaging Engineer at Wells Fargo Bank
Industry Computer & Network Security
Experience
Wells Fargo Bank 2004 - Present
Colorfx 2000 - 2004
United States Marine Corps 1994 - 1998
United States Marine Corps 1990 - 1994
Education
William Penn University College for Working Adults 2000 — 2002
Coleman College 1998 — 2000
Wells Fargo Bank 2004 - Present
Colorfx 2000 - 2004
United States Marine Corps 1994 - 1998
United States Marine Corps 1990 - 1994
Education
William Penn University College for Working Adults 2000 — 2002
Coleman College 1998 — 2000
Chris Martwig, CFP®'s Wells Fargo Bank Experience February 2010 - January 2011
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Charles Schwab May 2014 - June 2015
Charles Schwab January 2011 - May 2014
Wells Fargo Bank February 2010 - January 2011
UMD Center for Economic Development March 2009 - May 2010
Skills
Series 7, Series 66, Investments, Financial Analysis, Sales, Financial Services, Mutual Funds, Time Management, FINRA, Asset Allocation, Retirement Planning, Investment Strategies, Market Research, Strategic Planning, Business Development, Trading, Securities, Financial Modeling, Equities, Strategic Financial..., Asset Management, Portfolio Management, Team Leadership, Fixed Income, Personal Financial..., Electronic Trading, ETFs, Credit, Banking, Customer Service, Derivatives, Options Strategies, Equity Trading, Trading Strategies, Team Management, Multi Tasking, Series 63, Wealth Management, Trading Systems, Emerging Markets, Business Planning, Valuation, Quantitative Analytics, Relationship Management, Financial Reporting, Mobile Devices, Corporate Development, Insurance, Forecasting, Corporate Finance
Education
College for Financial Planning 2014 — 2015
University of Minnesota-Duluth 2007 — 2009
BBA, Finance
Duluth East High School 2001 — 2005
General
Charles Schwab July 2015 - Present
Charles Schwab May 2014 - June 2015
Charles Schwab January 2011 - May 2014
Wells Fargo Bank February 2010 - January 2011
UMD Center for Economic Development March 2009 - May 2010
Skills
Series 7, Series 66, Investments, Financial Analysis, Sales, Financial Services, Mutual Funds, Time Management, FINRA, Asset Allocation, Retirement Planning, Investment Strategies, Market Research, Strategic Planning, Business Development, Trading, Securities, Financial Modeling, Equities, Strategic Financial..., Asset Management, Portfolio Management, Team Leadership, Fixed Income, Personal Financial..., Electronic Trading, ETFs, Credit, Banking, Customer Service, Derivatives, Options Strategies, Equity Trading, Trading Strategies, Team Management, Multi Tasking, Series 63, Wealth Management, Trading Systems, Emerging Markets, Business Planning, Valuation, Quantitative Analytics, Relationship Management, Financial Reporting, Mobile Devices, Corporate Development, Insurance, Forecasting, Corporate Finance
Education
College for Financial Planning 2014 — 2015
University of Minnesota-Duluth 2007 — 2009
BBA, Finance
Duluth East High School 2001 — 2005
General
Robin Giblin's Wells Fargo Bank Experience October 2012 - Present
Job Vice President Project Manager, Wholesale Loan Service Shared Services, Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2012 - Present
Wells Fargo August 2009 - October 2012
Wachovia, A Wells Fargo Company February 2007 - August 2009
Wachovia, A Wells Fargo Company February 2007 - February 2007
Education
Cleveland State University
MBA, Finance
Wells Fargo Bank October 2012 - Present
Wells Fargo August 2009 - October 2012
Wachovia, A Wells Fargo Company February 2007 - August 2009
Wachovia, A Wells Fargo Company February 2007 - February 2007
Education
Cleveland State University
MBA, Finance
Carmen Chacon's Wells Fargo Bank Experience May 1983 - May 1988
Job Executive/Administrative Assistant
Industry Accounting
Experience
n/a - currently unemployed Administrative Assistant/Office ManagerMBS Accountancy CorporationOctober 2012 - February 2014
Paul C. Chen Accountancy October 2011 - October 2012
The Garabedian Group, Inc. June 2008 - November 2009
Provost & Pritchard Engineering Group, Inc. January 2006 - April 2008
Poeschel Land Development Services, Inc. November 2003 - October 2005
City of Fresno, Planning and Development Department November 2001 - November 2003
Department of Community Health/HSS Adminstration October 2000 - November 2001
Fresno County Juvenile Hall Institutions November 1997 - September 2000
CB Commercial Real Estate Group, Inc. March 1989 - August 1996
Wells Fargo Bank May 1983 - May 1988
Skills
Customer Service, Data Entry, Office Management, Microsoft Word, Microsoft Excel, Outlook, Accounts Payable, Accounts Receivable, Office Equipment, Microsoft Office, PowerPoint, Shorthand, Microsoft Publisher, Google Chrome, QuickBooks, Lucid Chart, Contact Management, Practice Management, ProSeries, Bill.com
Education
Clovis Community College
Business/Commerce, General
Fresno City College
Secretarial Science, General Business
n/a - currently unemployed Administrative Assistant/Office ManagerMBS Accountancy CorporationOctober 2012 - February 2014
Paul C. Chen Accountancy October 2011 - October 2012
The Garabedian Group, Inc. June 2008 - November 2009
Provost & Pritchard Engineering Group, Inc. January 2006 - April 2008
Poeschel Land Development Services, Inc. November 2003 - October 2005
City of Fresno, Planning and Development Department November 2001 - November 2003
Department of Community Health/HSS Adminstration October 2000 - November 2001
Fresno County Juvenile Hall Institutions November 1997 - September 2000
CB Commercial Real Estate Group, Inc. March 1989 - August 1996
Wells Fargo Bank May 1983 - May 1988
Skills
Customer Service, Data Entry, Office Management, Microsoft Word, Microsoft Excel, Outlook, Accounts Payable, Accounts Receivable, Office Equipment, Microsoft Office, PowerPoint, Shorthand, Microsoft Publisher, Google Chrome, QuickBooks, Lucid Chart, Contact Management, Practice Management, ProSeries, Bill.com
Education
Clovis Community College
Business/Commerce, General
Fresno City College
Secretarial Science, General Business
Dawn Thrift's Wells Fargo Bank Experience January 2005 - December 2011
Job Supply Chain Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
Wells Fargo Bank January 2005 - December 2011
MTS Systems 1986 - 2004
Skills
Risk Management, Process Improvement, Cross-functional Team..., Strategic Planning, Vendor Management, Negotiation, Contract Negotiation, Financial Analysis, Banking, Customer Service, Management, Team Building, Contract Management, Corporate Law, Leadership, Strategy, Due Diligence, Intellectual Property, Supply Chain, Program Management, Product Development
Education
St. John's University MN
William Mitchell College of Law 1979 — 1983
JD, Law
College of St. Benedict 1974 — 1979
Bachelor of Arts (B.A.), Elementary Education and Teaching
Wells Fargo January 2012 - Present
Wells Fargo Bank January 2005 - December 2011
MTS Systems 1986 - 2004
Skills
Risk Management, Process Improvement, Cross-functional Team..., Strategic Planning, Vendor Management, Negotiation, Contract Negotiation, Financial Analysis, Banking, Customer Service, Management, Team Building, Contract Management, Corporate Law, Leadership, Strategy, Due Diligence, Intellectual Property, Supply Chain, Program Management, Product Development
Education
St. John's University MN
William Mitchell College of Law 1979 — 1983
JD, Law
College of St. Benedict 1974 — 1979
Bachelor of Arts (B.A.), Elementary Education and Teaching
Jilbert Dilanyan's Wells Fargo Bank Experience October 2010 - October 2013
Job EA II at County of Los Angeles
Industry Information Technology and Services
Experience
County of Los Angeles March 2015 - Present
Business Computing January 2014 - July 2014
Wells Fargo Bank October 2010 - October 2013
Wells Fargo September 2009 - September 2010
Oreco Duct Systems July 2007 - December 2009
Union Bank March 2005 - August 2006
Skills
Mortgage Lending, Commercial Banking, Credit Analysis, Credit, Leadership, Analytics, Cross-functional Team..., Management, Training, Risk Management, Team Building, Budgets, Sales, Finance, Microsoft Office, Banking
Education
Cleveland Chiropractic College 2005 — 2007
Bachelor of Science (B.S.), Human Biology
University of California, San Diego 2003 — 2004
Glendale High School 2000 — 2003
High School Diploma, General Education
County of Los Angeles March 2015 - Present
Business Computing January 2014 - July 2014
Wells Fargo Bank October 2010 - October 2013
Wells Fargo September 2009 - September 2010
Oreco Duct Systems July 2007 - December 2009
Union Bank March 2005 - August 2006
Skills
Mortgage Lending, Commercial Banking, Credit Analysis, Credit, Leadership, Analytics, Cross-functional Team..., Management, Training, Risk Management, Team Building, Budgets, Sales, Finance, Microsoft Office, Banking
Education
Cleveland Chiropractic College 2005 — 2007
Bachelor of Science (B.S.), Human Biology
University of California, San Diego 2003 — 2004
Glendale High School 2000 — 2003
High School Diploma, General Education
Chantal Keefer's Wells Fargo Bank Experience 2001 - 2004
Job staff RN at Southwest General Health Center
Industry Medical Practice
Experience
Southwest General Health Center staff RNSouthwest General Health CenterSeptember 2010 - Present
Wells Fargo 2002 - 2005
Wells Fargo Bank 2001 - 2004
Education
Cleveland State University 2010 — 2011
Southwest General Health Center staff RNSouthwest General Health CenterSeptember 2010 - Present
Wells Fargo 2002 - 2005
Wells Fargo Bank 2001 - 2004
Education
Cleveland State University 2010 — 2011
frances abram's Wells Fargo Bank Experience November 1973 - Present
Job service specialist at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 1973 - Present
Skills
Banking, Microsoft Office, Microsoft Excel, Sales, Process Improvement, Microsoft Word, Financial Analysis, Team Building, Insurance
Education
College of Alameda
Associate's degree, Accounting and Business/Management
Wells Fargo Bank November 1973 - Present
Skills
Banking, Microsoft Office, Microsoft Excel, Sales, Process Improvement, Microsoft Word, Financial Analysis, Team Building, Insurance
Education
College of Alameda
Associate's degree, Accounting and Business/Management
Jill marenco's Wells Fargo Bank Experience May 2008 - Present
Job
Industry
Experience
Wells Fargo Bank May 2008 - Present
Wells Fargo January 2002 - Present
Wells Fargo February 1999 - February 2005
Skills
Loans, Mortgage Lending, Commercial Lending, Credit, Loan Origination, Consumer Lending, Small Business Lending, Banking, Financial Analysis, Retail Banking, Sales, Credit Analysis, Customer Service, Team Building, Portfolio Management, Relationship Management, Mortgage Banking
Education
College of Marin
Wells Fargo Bank May 2008 - Present
Wells Fargo January 2002 - Present
Wells Fargo February 1999 - February 2005
Skills
Loans, Mortgage Lending, Commercial Lending, Credit, Loan Origination, Consumer Lending, Small Business Lending, Banking, Financial Analysis, Retail Banking, Sales, Credit Analysis, Customer Service, Team Building, Portfolio Management, Relationship Management, Mortgage Banking
Education
College of Marin
Arathy Gopikrishnan's Wells Fargo Bank Experience October 2010 - March 2011
Job Escalation Engineer at Iron Mountain Digital
Industry Information Technology and Services
Experience
Iron Mountain Digital April 2011 - Present
Wells Fargo Bank October 2010 - March 2011
Infosys January 2003 - October 2010
Education
College of Engineering, Trivandrum 1998 — 2002
B.TECH, Electrical and Electronics
Iron Mountain Digital April 2011 - Present
Wells Fargo Bank October 2010 - March 2011
Infosys January 2003 - October 2010
Education
College of Engineering, Trivandrum 1998 — 2002
B.TECH, Electrical and Electronics
Jeanine Burke's Wells Fargo Bank Experience October 2010 - Present
Job Lending Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank April 2007 - October 2010
Wells Fargo October 1998 - March 2007
Skills
Credit Analysis, Credit, Loans, Due Diligence, SBA
Education
Colgate University 1981 — 1985
B. A., Geology, Economics
Wells Fargo Bank October 2010 - Present
Wells Fargo Bank April 2007 - October 2010
Wells Fargo October 1998 - March 2007
Skills
Credit Analysis, Credit, Loans, Due Diligence, SBA
Education
Colgate University 1981 — 1985
B. A., Geology, Economics
Joseph Corvaia's Wells Fargo Bank Experience September 2008 - November 2011
Job Sales Manager @ Otto's MINI
Industry Automotive
Experience
Otto's MINI February 2013 - Present
Joseph Richard Photography June 2011 - December 2014
Wells Fargo Bank September 2008 - November 2011
Otto's BMW May 2006 - February 2008
Otto's BMW June 2004 - May 2006
Education
College of Charleston 2001 — 2004
Business Administration
Otto's MINI February 2013 - Present
Joseph Richard Photography June 2011 - December 2014
Wells Fargo Bank September 2008 - November 2011
Otto's BMW May 2006 - February 2008
Otto's BMW June 2004 - May 2006
Education
College of Charleston 2001 — 2004
Business Administration
Hattie Ruckheim's Wells Fargo Bank Experience July 2011 - January 2012
Job Account Manager at HelpSystems, LLC
Industry Computer Software
Experience
HelpSystems, LLC March 2015 - Present
Lafayette Country Club May 2012 - Present
HelpSystems, LLC June 2013 - March 2015
Cointstar/Redbox - New Ventures August 2012 - June 2013
Sil'Vie Hair Studio June 2012 - January 2013
Red Argentina para la Cooperación Internacional February 2012 - May 2012
Wells Fargo Bank July 2011 - January 2012
MHTA June 2011 - August 2011
St. John's University February 2009 - May 2011
Casa Guadalupe September 2010 - December 2010
Skills
Spanish, Customer Service, International Relations, Drive, Learning Quickly, Excel, Public Speaking, Non-profits, Research, Writing, Research Information, Teaching, Social Networking, Interviews, Microsoft Excel
Education
College of St. Benedict 2007 — 2011
Bachelor of Arts, Hispanic Studies
Minnetonka High School 2003 — 2007
HelpSystems, LLC March 2015 - Present
Lafayette Country Club May 2012 - Present
HelpSystems, LLC June 2013 - March 2015
Cointstar/Redbox - New Ventures August 2012 - June 2013
Sil'Vie Hair Studio June 2012 - January 2013
Red Argentina para la Cooperación Internacional February 2012 - May 2012
Wells Fargo Bank July 2011 - January 2012
MHTA June 2011 - August 2011
St. John's University February 2009 - May 2011
Casa Guadalupe September 2010 - December 2010
Skills
Spanish, Customer Service, International Relations, Drive, Learning Quickly, Excel, Public Speaking, Non-profits, Research, Writing, Research Information, Teaching, Social Networking, Interviews, Microsoft Excel
Education
College of St. Benedict 2007 — 2011
Bachelor of Arts, Hispanic Studies
Minnetonka High School 2003 — 2007
Samuel Schlang's Wells Fargo Bank Experience November 2010 - March 2013
Job Financial advisor for Edward Jones
Industry Banking
Experience
Tomren wealth management February 2014 - Present
Edward Jones March 2013 - January 2014
Wells Fargo Bank November 2010 - March 2013
Engage As You Age, LLC December 2009 - December 2010
Best Buy October 2006 - November 2010
Skills
Customer Service, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Budgets, Employee Relations, Coaching, Social Media, Community Outreach, Loans, Event Management, Financial Analysis, Time Management, Leadership
Education
Clark University 2000 — 2005
BA, History
Clark University 2000 — 2005
Bachelor of Arts, History
Tomren wealth management February 2014 - Present
Edward Jones March 2013 - January 2014
Wells Fargo Bank November 2010 - March 2013
Engage As You Age, LLC December 2009 - December 2010
Best Buy October 2006 - November 2010
Skills
Customer Service, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Budgets, Employee Relations, Coaching, Social Media, Community Outreach, Loans, Event Management, Financial Analysis, Time Management, Leadership
Education
Clark University 2000 — 2005
BA, History
Clark University 2000 — 2005
Bachelor of Arts, History
Courtney K. Clark, MBA's Wells Fargo Bank Experience November 2010 - July 2013
Job Accounting Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2015 - Present
Wells Fargo July 2013 - March 2015
Wells Fargo Bank November 2010 - July 2013
Wachovia, A Wells Fargo Company June 2005 - October 2010
Resurgent Capital Services June 2003 - June 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Banking, Access, Accounts Payable, Process Improvement, Portfolio Management, Analysis, Outlook, Visio, Account Reconciliation, Data Analysis, Microsoft Excel, Intellimatch, SRPL (Subsystem..., International Operations, Variance Analysis, Finance, Insurance, Auditing, Sarbanes-Oxley Act, Accounts Receivable
Education
Clemson University 1995 — 2000
BS, Accounting
Strayer University-North Carolina 2008 — 2010
MBA, Accounting
Wells Fargo April 2015 - Present
Wells Fargo July 2013 - March 2015
Wells Fargo Bank November 2010 - July 2013
Wachovia, A Wells Fargo Company June 2005 - October 2010
Resurgent Capital Services June 2003 - June 2005
Skills
Accounting, Financial Analysis, Financial Reporting, Banking, Access, Accounts Payable, Process Improvement, Portfolio Management, Analysis, Outlook, Visio, Account Reconciliation, Data Analysis, Microsoft Excel, Intellimatch, SRPL (Subsystem..., International Operations, Variance Analysis, Finance, Insurance, Auditing, Sarbanes-Oxley Act, Accounts Receivable
Education
Clemson University 1995 — 2000
BS, Accounting
Strayer University-North Carolina 2008 — 2010
MBA, Accounting
Liz Pomplun's Wells Fargo Bank Experience September 2002 - February 2008
Job Branch Manager at Associated Bank
Industry Banking
Experience
Associated Bank February 2008 - Present
Wells Fargo Bank September 2002 - February 2008
Wells Fargo September 2002 - February 2008
Skills
Consumer Lending, Small Business Lending, Lines Of Credit, Loans, Loan Origination, Credit, Credit Analysis, Retail Banking
Education
College of St. Benedict 1997 — 2000
St. Teresa's Academy 1993 — 1997
Associated Bank February 2008 - Present
Wells Fargo Bank September 2002 - February 2008
Wells Fargo September 2002 - February 2008
Skills
Consumer Lending, Small Business Lending, Lines Of Credit, Loans, Loan Origination, Credit, Credit Analysis, Retail Banking
Education
College of St. Benedict 1997 — 2000
St. Teresa's Academy 1993 — 1997
Christie Salonek's Wells Fargo Bank Experience January 2010 - March 2012
Job Business Systems Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Wells Fargo Bank January 2010 - March 2012
Wells Fargo Bank February 2007 - December 2009
Wells Fargo Bank January 2000 - February 2007
Securian Financial Group April 1993 - December 1999
Skills
Business Analysis, Process Improvement, Requirements Analysis, Business Requirements, Change Management, Project Management, Team Leadership, Program Management, Training, Team Building, Microsoft Excel, Management
Education
College of St. Benedict 1988 — 1992
BA, Economics
South St. Paul High School 1984 — 1988
Wells Fargo March 2012 - Present
Wells Fargo Bank January 2010 - March 2012
Wells Fargo Bank February 2007 - December 2009
Wells Fargo Bank January 2000 - February 2007
Securian Financial Group April 1993 - December 1999
Skills
Business Analysis, Process Improvement, Requirements Analysis, Business Requirements, Change Management, Project Management, Team Leadership, Program Management, Training, Team Building, Microsoft Excel, Management
Education
College of St. Benedict 1988 — 1992
BA, Economics
South St. Paul High School 1984 — 1988
Heather Deubel's Wells Fargo Bank Experience Area Underwriting & Closing ManagerWells Fargo Home Mortgage2012 - Present
Job Area Underwriting & Closing Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Bank Area Underwriting & Closing ManagerWells Fargo Home Mortgage2012 - Present
Skills
Mortgage Lending, Loans, Credit, Banking, Credit Analysis, Investments, Mortgage Banking, Loan Origination, Financial Analysis, Refinance
Education
Cleveland State University
Bachelor's degree, Marketing/Finance
Wells Fargo Bank Area Underwriting & Closing ManagerWells Fargo Home Mortgage2012 - Present
Skills
Mortgage Lending, Loans, Credit, Banking, Credit Analysis, Investments, Mortgage Banking, Loan Origination, Financial Analysis, Refinance
Education
Cleveland State University
Bachelor's degree, Marketing/Finance
Rosanne Plaski's Wells Fargo Bank Experience April 2013 - Present
Job Business Initiatives Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank July 2000 - April 2014
Hogan Systems September 1993 - July 2000
Skills
SQL, Data Warehousing, Unix, SDLC, ETL, SOA, Microsoft SQL Server, DB2, Agile Methodologies, Banking, Business Analysis
Education
Coleman College 1980 — 1982
Bachelor's Degree, Informations Systems
SDSU 1972 — 1980
Bachelor's Degree, Audiology/Audiologist and Speech-Language Pathology/Pathologist
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank July 2000 - April 2014
Hogan Systems September 1993 - July 2000
Skills
SQL, Data Warehousing, Unix, SDLC, ETL, SOA, Microsoft SQL Server, DB2, Agile Methodologies, Banking, Business Analysis
Education
Coleman College 1980 — 1982
Bachelor's Degree, Informations Systems
SDSU 1972 — 1980
Bachelor's Degree, Audiology/Audiologist and Speech-Language Pathology/Pathologist
Lillian Faust's Wells Fargo Bank Experience January 2007 - Present
Job Analyst at Wells Fargo Bank
Industry Banking
Cindy Agcolicol's Wells Fargo Bank Experience 2004 - 2011
Job Contract Specialist II
Industry Government Administration
Experience
Contractor - Department of the Interior August 2011 - July 2013
Wells Fargo Bank 2004 - 2011
Education
Cochise College
University of Phoenix
Contractor - Department of the Interior August 2011 - July 2013
Wells Fargo Bank 2004 - 2011
Education
Cochise College
University of Phoenix
Cameron Crosby's Wells Fargo Bank Experience April 2011 - September 2013
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners June 2015 - Present
Wells Fargo September 2013 - April 2015
Wells Fargo Bank April 2011 - September 2013
Wells Fargo Advisors May 2009 - April 2011
Wachovia Securities March 2006 - May 2009
Skills
Series 7, Fixed Income, Equities, Bloomberg, Bonds, Capital Markets, Derivatives, Swaps, FX Options, CDS, Structured Products, Credit, Securities, Trading, Options, FX Swaps, FX Trading
Education
College of Charleston 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Guggenheim Partners June 2015 - Present
Wells Fargo September 2013 - April 2015
Wells Fargo Bank April 2011 - September 2013
Wells Fargo Advisors May 2009 - April 2011
Wachovia Securities March 2006 - May 2009
Skills
Series 7, Fixed Income, Equities, Bloomberg, Bonds, Capital Markets, Derivatives, Swaps, FX Options, CDS, Structured Products, Credit, Securities, Trading, Options, FX Swaps, FX Trading
Education
College of Charleston 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Mary (Cathy) Polta's Wells Fargo Bank Experience January 2002 - January 2012
Job
Industry Banking
Experience
Wells Fargo Bank January 2002 - January 2012
Wells Fargo Bank 2002 - 2012
U.S. Bank 1998 - 2002
Piper Trust 1992 - 1999
Skills
Microsoft Excel, Microsoft Word, English, Windows, Research, Data Entry, Ten Key
Education
College of Saint Benedict 1970 — 1976
Bachelor of Arts (BA), History
College of Saint Benedict
Bachelor of Arts
Dakota Technical College
Wells Fargo Bank January 2002 - January 2012
Wells Fargo Bank 2002 - 2012
U.S. Bank 1998 - 2002
Piper Trust 1992 - 1999
Skills
Microsoft Excel, Microsoft Word, English, Windows, Research, Data Entry, Ten Key
Education
College of Saint Benedict 1970 — 1976
Bachelor of Arts (BA), History
College of Saint Benedict
Bachelor of Arts
Dakota Technical College
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank