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
Wells Fargo Bank February 1990 - Present
Skills
Loans, Commercial Lending, Banking, Mortgage Lending, Portfolio Management, Loan Origination, Consumer Lending, Commercial Banking, Credit, Retail Banking, Small Business Lending, Credit Analysis, Financial Services, Asset Based Lending, Lines Of Credit
Education
American Institute of Banking 1981 — 1986
Accredited Instructor, Financial Services
Colorado State University 1976 — 1980
Agricultural Economics plus 2 years of Engineering studies
F+W Media, Inc. 2013 - Present
TeleTech 2011 - 2013
Colorado State University 2009 - 2011
Tandem Select 2007 - 2009
Capital West National Bank 2004 - 2007
Wells Fargo Bank 1996 - 2004
Skills
PHR
Education
Colorado State University 2009 — 2011
Masters Degree, Education and Human Resources
University of Phoenix 1999 — 2001
Bachelor of Science, Business Management
Tastefully Simple 2009 - Present
Wells Fargo Bank 1998 - Present
Skills
Coaching, Business Analysis, Recruiting, Change Management, Team Building, Strategic Planning, Project Management, Business Process..., Management, Sales, Leadership Development
Education
Colorado Technical University-Sioux Falls 2000 — 2003
Bachelor of Science (BS), Business/Marketing
Southeast Technical Institute 1998 — 2000
Associate's degree, Business/Marketing
APPROVED MORTGAGE CORP November 1995 - Present
Approved Mortgage corp 1995 - Present
Round :Lake Association of Anoka County January 1999 - 2012
PRINCIPALRESIDENTIAL MORTGAGE January 1992 - October 1996
Kaplan Professional Schools 1993 - 1994
Prosource January 1992 - January 1993
Marquette Bank January 1990 - January 1992
Wells Fargo Bank January 1989 - January 1992
Independent Mortgage Servises (IMS) January 1984 - January 1989
Federal Housing Administration (FHA) January 1985 - November 1985
Skills
Business Planning, Mortgage, Loans, Mortgage Lending, Strategic Planning, Customer Relations, Negotiation, Budgeting, Team Building, Product Development, Business Strategy, Sales Management, Marketing Strategy, Investments, Coaching, Financial Planning, Customer Service, Insurance, New Business Development, Public Speaking, Microsoft Office, Start-ups, Contract Negotiation, Small Business, Problem Solving, Excel, Process Improvement, Mortgage Banking, Loan Origination, Executive Management, Mortgage Underwriting, Credit, Solution Selling, Residential Mortgages, Advertising, Refinance, Residential Homes, Pricing, Finance, Public Relations, Strategy, Real Estate, Investment Properties, Sales, Marketing, Banking, First Time Home Buyers, Strategic Financial..., REO, Budgets
Education
University of Notre Dame 1980 — 1980
not, Mortgage level one
North Hennepin Community College 1967 — 1968
not, Business Management
Colorado State University 1966 — 1967
Business Administration and Management, General
Wells Fargo Bank, N.A July 2006 - Present
Wells Fargo Bank July 2006 - Present
Wells Fargo January 2014 - April 2015
Greater Spokane Incorporated 2012 - 2013
Vibe Night Club May 2003 - June 2006
Hollywood Athletic Club January 1997 - December 2003
Skills
Problem Solving, Time Management, Banking, Customer Service, Coaching, Customer Satisfaction, Critical Thinking, Social Media, Social Media Marketing, Marketing Strategy, Digital Marketing, Mathematics, Marketing Research, Marketing Management, Integrated Marketing, International Relations, Business Development, Business Strategy, PowerPoint, Creative Writing, Credit Risk, Emotional Intelligence, Leadership, Marketing Communications, Sales, Advertising, Marketing
Education
Colorado Technical University 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A), Marketing, A
Colorado Technical University 2006 — 2013
Bachelor of Science, Marketing
Harvard University 1993 — 1994
Law and Ethics
Community Banks of Colorado, a Division of NBH Bank, N.A. April 2013 - Present
Wells Fargo Bank June 2006 - April 2013
Skills
Banking, Management, Finance, Customer Service, Loans, Credit, Mortgage Lending, Consumer Lending, Sales, Sales Management, Portfolio Management, Underwriting, Account Management, Strategic Financial..., Coaching, Leadership, Financial Analysis, Strategic Planning, Microsoft Office, Team Building, Commercial Lending, Marketing Strategy, Commercial Banking, Small Business Lending, Credit Analysis, Loan Origination, Lines Of Credit, Refinance, Deposits, Retail Banking, Cross Selling, Cash Management, Risk Management, Residential Mortgages, Small Business, Mortgage Banking, Relationship Management, Financial Risk
Education
Colorado State University-Pueblo 2003 — 2006
Bachelor's degree, Business Administration and Management, General
UBS 2009 - 2010
Wells Fargo Bank 2006 - 2009
Wells Fargo 2004 - 2006
Wells Fargo Bank 2001 - 2004
Mitsubishi UFJ Trust & Banking Corporation 1998 - 2000
The Chase Manhattan Bank 1995 - 1998
Skills
Finance, Risk Management, Portfolio Management, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Banking, Analysis, Business Analysis, Due Diligence, Management, Process Improvement, Business Development, Financial Risk, Strategy, Access, Corporate Finance, Loans, Credit Analysis, Financial Services, Relationship Management, SQL, VBA, Microsoft Excel
Education
Columbia University - Columbia Business School
MBA, Finance
Columbia University - School of International and Public Affairs
MIA, International Business
Lewis and Clark College
BS, Business Administration
Lewis and Clark College
BS, History
NAVEX Global October 2014 - Present
Prodapt December 2011 - July 2014
ASAP Managed Services April 2011 - November 2011
Automatic Data Processing, Inc February 2008 - May 2011
National Bank of Arizona October 2006 - December 2007
Wells Fargo Bank February 2001 - October 2006
Ohio Savings Bank November 1999 - February 2001
Skills
Leadership, Project Management, Team Building, Call Centers, Employee Relations, Change Management, Finance, Banking, Team Leadership, Process Improvement, Customer Service, Management, Technical Training, ADP Payroll, Telecommunications, Coaching, Data Entry, ACH, Performance Management, Employee Training, Resource Management, Team Management, Requirements Analysis, Business Requirements, CRM, Proficient in Microsoft..., Bilingual-Spanish, Multitasker, Professional..., Leading Groups, Diversity Training, Community Involvement, Technical Analysis, Technical Communication, Leadership Development, Client Relationship..., Multi-state Payroll, Payroll Processing, Payroll Taxes, Retail Banking, Banking Operations, Process Flow..., General Ledger, Call Center, Payments, Public Speaking, Workflow Analysis, Business Process..., Business Analysis, Project Coordination
Education
Portland State University 2015 — 2017
Bachelor's Degree, Management and Leadership
Colorado Technical University 2008 — 2010
Associate's Degree, General Studies
Westwood High School 1995 — 1998
High School Diploma, Business, General Studies
Stanford University, School of Humanities & Sciences October 2008 - Present
Angela Drury Photography 1991 - Present
Photoshop User Magazine May 2007 - February 2009
Adobe Systems October 2007 - September 2008
Adobe Systems December 2005 - November 2007
Macromedia October 1999 - November 2005
Industrial Light + Magic 1998 - 1999
Wells Fargo Bank 1997 - 1998
Skills
Web Content Management, Video, Photography, Marketing Communications, Team Building, Web Design, Marketing Strategy, Final Cut Pro, Writing, Video Producer, Creative Branding, Content Strategy, Editing, Training, Social Media, Enterprise Software, Video Production, Editorial, Multimedia, Adobe Creative Suite, Digital Photography, Mac, WordPress, Lightroom, Creative Direction, User Experience, Image Editing
Education
Columbia College Chicago
BA, Commerical Photography
The School of the Art Institute of Chicago
Fine Art Photography
Wells Fargo Home Mortgage April 2014 - Present
Wells Fargo March 2011 - April 2014
Wells Fargo Bank January 2009 - March 2011
Wells Fargo June 2008 - January 2009
Skills
Recruiting, Talent Acquisition, Banking, Finance, Applicant Tracking..., College Recruiting, Consumer Lending, Customer Service, Credit, Human Resources, Leadership, Investments, Loans, Management, Mortgage Banking, Mortgage Lending, Onboarding, Sourcing, Strategy
Education
Columbia Southern University 2008 — 2010
MBA, Human Resources
Winona State University 2000 — 2004
B.S., Human Resources
Scottsdale City Council 2011 - Present
Wells Fargo 2005 - Present
STARs 2004 - Present
Scottsdalle Cultural Council 1996 - 2010
Industrial Development Authority of the City of Scottsdale 1994 - 2010
Better Business Bureau of Central, Northern & Western Arizona 1990 - 2010
Scottsdale Leaderhip 2005 - 2009
Council of Better Business Bureaus 2001 - 2008
Scottsdale Area Chamber of Commerce 1994 - 2005
Wells Fargo Bank 1993 - 2005
Skills
Sales, Process Improvement, Economic Development, Commercial Real Estate, Strategic Planning, Retail, Leadership, Employee Benefits, Access, Public Speaking, Nonprofits, Team Building, Public Relations, Social Media, Marketing Strategy, Finance, Event Planning, Non-profits, Leadership Development, Budgets, Fundraising, Management, Program Management, Small Business, New Business Development, Coaching, Customer Service, Marketing, Business Development, Community Outreach, Real Estate
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Wellesley College 1976 — 1980
BA, Psychology
Paradise Valley HIgh School
AMIkids Orlando, Inc. September 2014 - Present
HBIF of Florida, Inc. 2012 - Present
Wells Fargo Bank May 2011 - Present
Regions Bank September 1996 - May 2011
Orlando Marine Institute July 2008 - September 2009
Rotary Club of South Lake County May 2007 - September 2009
West Orange Chamber of Commerce Leadership 2008 - 2009
Regions Bank 1996 - 2009
Southern Community Bank April 2001 - July 2003
Skills
Loans, Credit, Banking, Commercial Lending, Strategic Planning, Small Business Lending, Commercial Banking, Business Development, Real Estate, Financial Analysis, SBA, Team Building, Non-profits, Human Resources, Nonprofits, Management, CRM, Coaching, Leadership
Education
Columbia College Chicago 2002 — 2005
BA, Business Administration
West Orange Wowos
Leadership West Orange
Dexcom April 2014 - Present
GreenSky Financial December 2012 - February 2014
TRC STAFFING/ SA IT SERVICES July 2012 - December 2012
The Home Depot February 2010 - July 2012
CCCS OF GREATER ATLANTA March 2009 - January 2010
Aerotek July 2008 - January 2009
KYANI, INC July 2007 - July 2008
Wells Fargo Bank July 2006 - June 2007
Select Personnel February 2006 - May 2006
Aerotek July 2005 - February 2006
Skills
Recruiting, Onboarding, Applicant Tracking..., Talent Acquisition, Employee Relations, Human Resources, Sourcing, Technical Recruiting, New Hire Orientations, Talent Management, Interviews, Temporary Placement, Performance Management, Benefits Administration, Internet Recruiting, Customer Service, PeopleSoft
Education
Columbia Southern University 2012 — 2014
Wells Fargo December 2006 - Present
Hashibo Media, LLC August 2009 - Present
Wells Fargo Bank December 2006 - March 2012
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Cross Selling, Uniform Combined State..., Wealth Management, Credit, Loans, Mortgage Lending, Relationship Management, Banking, Leadership, Process Improvement, Financial Services, Private Banking, Finance, Commercial Banking, Portfolio Management, Insurance, Consumer Lending, Risk Management, Time Management, Small Business Lending, Business Development, Cash Management, Commercial Lending, Lines Of Credit, Loan Origination, Retail Banking, Strategy
Education
Colorado Technical University 2007 — 2009
Business Administration, Business Management/Finance, 3.95
Arrow Electronics March 2014 - Present
Western Union 2012 - 2013
Allonhill February 2010 - March 2012
Wells Fargo Bank March 2007 - March 2009
Bank of the West March 2006 - March 2007
University of Denver January 2006 - June 2006
Skills
Banking, Risk Management, Securities, Credit, Spanish, Microsoft Excel, Microsoft Office, Financial Analysis, AML, Financial Services, Credit Risk, Credit Analysis, Training, Tax Preparation, Data Analysis, Nonprofits, Community Engagement, Research, Mortgage Securities, Real Estate, Sales Management, Business Development, Finance, Loans, Portfolio Management, Due Diligence, Analysis, Commercial Banking
Education
Colorado State University 2010 — 2011
Master's of Science, Organizational Leadership
University of Denver 2002 — 2006
Bachelor's degree, Finance
YMCA of Greater Williamson County January 2014 - Present
Wells Fargo Bank June 2010 - January 2012
Anthem Bluecross & Blueshield July 2009 - January 2010
Wells Fargo April 2008 - November 2008
US Bank January 2007 - January 2008
Wells Fargo April 2006 - January 2007
Pikes Peak SATCOM, Inc. January 2005 - July 2005
Skills
Administrative Skills, Financial knowledge and..., Data Entry, Payroll, Administration, Banking, Outlook, Accounting, Loans, Microsoft Excel, Communication, Teamwork, Management
Education
Fisk Univeristy 2013 — 2013
CPhT and CMAA, Pharmacy Technician and Medical Assistant, A
Colorado State University-Pueblo 2001 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.49
El Camino College 1997 — 1999
Associate of Science (A.S.), Business Administration and Management, General
Wells Fargo Bank May 2010 - Present
Skills
Commercial Banking, Consumer Lending, Credit, Credit Analysis, Loan Origination, Loans, Mortgage Lending, Small Business Lending, Series 6, Series 63, Mutual Funds, Credit Cards, Insurance, Asset Allocation, Retirement, Asset Management, Fixed Annuities, Deposits, Retail Banking, Portfolio Management, Investments, Lines Of Credit, Cross Selling, Retirement Planning, Series 7, Private Banking, Home Equity, Relationship Management, Securities, Bonds, IRAs, Wealth
Education
Columbia College 2009 — 2011
Associate of Arts (AA), Health and Human Performance
Wells Fargo March 2015 - Present
Wells Fargo November 2012 - March 2015
Wells Fargo Bank May 2009 - November 2012
Wells Fargo January 2008 - May 2009
Wells Fargo Financial June 2005 - January 2008
Skills
Credit Analysis, Credit, Loan Origination, Loans, Credit Risk, Commercial Banking, Portfolio Management, Banking, Commercial Lending, Mortgage Lending, Small Business Lending, Asset Based Lending, Consumer Lending, Commercial Mortgages, Lines Of Credit
Education
Colorado State University 1999 — 2003
Bachelor's degree, Restaurant and Resort Management
Wells Fargo Bank September 1998 - Present
APAC Customer Services December 1997 - August 1998
Alltel Wireless February 1996 - July 1997
Enterprise Rent-A-Car March 1991 - October 1995
Skills
Mutual Funds, 401k, Leadership, Financial Advisory, Investments, Management, Retirement Planning, Banking, Finance, Sales, Retirement, Relationship Management, Financial Services, Series 63, Series 7, Sales Operations, Series 6, Asset Allocation, Securities, Wealth Management
Education
University of Massachusetts Boston 1986 — 1990
Bachelor of Science (B.S.), Psychology, 3.83 GPA
Columbia International University 1993 — 1994
Visual Analytics May 2015 - Present
Wells Fargo September 2001 - Present
Wells Fargo Bank April 2000 - September 2001
Wells Fargo Bank January 1999 - April 2000
AT&T April 1996 - December 1998
San Francisco Federal Savings February 1993 - April 1996
First Interstate Bank June 1990 - January 1992
Skills
Analysis, Analytics, Risk Management, Forecasting, Process Improvement, Management, Data Mining, Credit, Credit Cards, Financial Risk, Marketing, Program Management, Tableau, Statistical Modeling, Teradata, SQL, Account Management, Business Intelligence, Strategic Financial..., Visual Communication, Financial Services
Education
University of Rochester - Simon Business School 1988 — 1990
M.B.A
Colorado State University 1982 — 1985
B.S
Fifth Third Bank February 2011 - Present
Fifth Third Bank January 2013 - December 2013
FirsTier Bank March 2008 - January 2011
Community Banks of Colorado 2004 - 2007
Wells Fargo Bank November 1998 - November 2004
MetLife 1992 - 1998
Skills
Cash Management, Treasury, Cash, Customer Satisfaction, Commercial Banking, Credit, Banking, Credit Analysis, Loans, Portfolio Management, Financial Analysis, Leadership
Education
University of Colorado at Denver 1992 — 1998
Bachelor of Science
Colorado State University 1991 — 1992
Pueblo Chieftain June 2012 - Present
Wells Fargo Bank January 2006 - June 2012
Colorado State University - Pueblo Foundation August 2005 - December 2005
The Buckle January 2004 - August 2005
Skills
Direct Sales, Product Marketing, Sales Management, Customer Service, Fundraising, Business Management, Non-profit Experience, Outside Sales, Advertising, Event Planning, Sales, Customer Satisfaction, Account Management, Leadership Development, Management, New Business Development, Leadership, Cold Calling, Marketing, Marketing Strategy, Social Media Marketing, Event Management
Education
Colorado State University-Pueblo 1999 — 2004
Business Administration, Marketing and Management
Frost Bank March 2015 - Present
Capital One September 2011 - February 2015
Union Bank July 2009 - September 2011
Bank of the West March 2008 - July 2009
US Bank 2005 - 2008
Wells Fargo Bank 2002 - 2005
Skills
Treasury Management, Liquidity Management, Trade Finance, Payments, Cash Management, FX, Banking, Customer Relations, Transaction Banking, Global Cash Management, Foreign Exchange, Country Risk Analysis, Correspondent Banking, Supply Chain Finance, Relationship Management, Product Management, Mergers & Acquisitions, Internet Banking, Mortgage Lending, Financial Transactions, Credit, FX Options, Commercial Banking, Portfolio Management, Business Development, Credit Analysis, Treasury Services, Customer Service, SWIFT payments, Finance, Investments, Commercial Lending, Supply Chain, Financial Institutions, Strategy, Derivatives, Credit Risk, Credit Cards, Equities, Funding, Trading, Cross Selling, Deposits, Asset Based Lending, ACH, Financial Risk, Loans, Financial Services, Underwriting
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International Business
Colorado Technical University
Bachelor of Science, Business Administration/Marketing
Colorado Agricultural Aviation Association February 2013 - Present
FAASTeam 2013 - 2013
Wells Fargo March 2006 - April 2012
Wells Fargo Bank October 2002 - March 2006
Wells Fargo Bank May 2002 - October 2002
Skills
Portfolio Management, Financial Advisory, Customer Service, Small Business Lending, Finance, Economics, Retail, Commercial Lending, Treasury Services, Consumer Lending, Home Equity Lines of..., Personal Banking, Creative Problem Solving, Commercial Card, Sweep Accounts, Money Market Funds, Home Equity, Term Deposits, Project Coordination, Business Continuity..., Legislative Issues, General Industry Safety, Strategic Planning, Sales, Public Speaking, Program Management
Education
Colorado State University 1999 — 2001
Bachelors, Agricultural Business and Resource Economics
Northeastern Junior College 1997 — 1999
Associates, Agricultural Business
Wells Fargo January 2013 - Present
Wells Fargo Bank July 2010 - December 2012
The Alaska Club January 2006 - January 2007
Shannon Marie Salon January 2002 - December 2006
Skills
Automotive, Underwriting, Sales, Loans, Credit, Sales Management, Financial Analysis, Payroll, Marketing, QuickBooks, Bookkeeping, Peachtree, Relationship Management, New Business Development, Loan Origination, B2B, Team Building, Cross-functional Team...
Education
Charter College
Associate's Degree, Business Management
Colorado Technical University
Bachelor's Degree, Business Administration, Management and Operations
Force Marketing April 2013 - Present
Archdiocese of Atlanta January 2012 - March 2013
Archdiocese of Atlanta February 2011 - January 2012
Bank of America December 2009 - February 2010
Every Woman Works, Inc. 2010 - 2010
Wells Fargo Bank March 2007 - February 2009
TCF Bank November 2003 - June 2006
Skills
Data Entry, QuickBooks, Microsoft Excel, Sales, Banking, Financial Reporting, Finance, Spreadsheets, Invoicing, Accounting, Accounts Receivable, Accounts Payable, Financial Regulation, Cash Management, Loans, Tax Preparation, Superior interpersonal..., High standards of..., Excellent listening..., Excellent verbal and..., Aptitude for number;..., Demonstrated analytical..., Ability to be tactful,..., Credit Card Transaction..., Social Media Marketing, Customer Service, Advertising, Leadership, Microsoft Office, Marketing, Marketing Strategy, Marketing Communications, Social Media
Education
Colorado Technical University 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management
Colorado Retina Associates PC August 2012 - Present
Parkview Medical Center June 2010 - July 2011
Colorado State University August 2006 - May 2011
Wells Fargo Bank May 2008 - June 2010
Army Community Services February 2004 - February 2006
Parkview Medical Center August 2001 - October 2003
Education
Colorado State University 2006 — 2011
BS, Mass Communications (Broadcasting) and Spanish
Wells Fargo September 2010 - Present
Wells Fargo Bank June 2006 - September 2010
Skills
Sales Management, Banking, Loans, Mortgage Lending, Sales, Customer Service, Customer Satisfaction, Account Management, Cold Calling, Merchant Services, Marketing, Direct Sales, B2B, Finance
Education
Colorado State University 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Colorado State University 2001 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Frontier Communications May 2015 - Present
VHA January 2011 - May 2015
VHA April 2008 - January 2011
Wells Fargo Bank July 2001 - April 2008
Skills
Customer Service, Microsoft Office, Process Improvement, Microsoft Excel, Team Building, Project Management, Software Documentation, Telecommunications, Sales, Leadership, Outlook
Education
Columbia College 2011 — 2015
Bachelor's degree, General Studies / Minor Criminal Justice
Wells Fargo Wholesale Merchant Solutions February 2012 - Present
Wells Fargo Merchant Payment Solutions December 2007 - February 2012
Wells Fargo Bank March 2006 - November 2007
Wells Fargo Merchant Services September 2000 - March 2006
Skills
Merchant Services, Loans, Small Business, Banking, Sales
Education
Columbia College 1994 — 1995
Buena High School 1988 — 1992
Diploma
G&F Transport, LLC 2013 - Present
Colorado Technical University January 2008 - August 2012
Wells Fargo August 2007 - February 2008
Wells Fargo Bank January 2007 - January 2008
Skills
Adhere to FERPA..., Student Account..., Federal/State Laws and..., Customer-Focused/..., Process Improvement and..., Financial Planning, Microsoft Office Suite,..., VA Once, NSLDS, COD,..., Fluent in Russian, Vendor Management, Strategic Financial..., Process Improvement, Policy, Finance, Student Financial Aid, Leadership, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Team Building, Data Analysis, Higher Education, Leadership Development, PeopleSoft, Staff Development, Loans, Management, Training, Data Entry, Microsoft Word
Education
Colorado Technical University 2012 — 2013
Masters of Business Administration - Finance
Colorado Technical University 2008 — 2012
Bachelors of Science in Business Administration Management, •Graduated with honors - Cum Laude
Wells Fargo January 2015 - Present
Wells Fargo Bank July 2005 - Present
Skills
Commercial Lending, Strategic Planning, Mortgage Lending, Small Business Lending, Strategic Financial..., Credit, Banking, Loans, Real Estate, Retirement Planning, Public Speaking, Loan Origination, Customer Service, Team Building, Event Planning, Mortgage Banking, Leadership Development, Leadership, Investments, Public Relations, Program Management, Investment Properties, Small Business, Management, Portfolio Management, Business Development
Education
Colorado State University-Pueblo
Colorado State University-Pueblo
South High School
Wells Fargo August 2014 - Present
Wells Fargo Bank August 1999 - Present
Education
Regis Learning Solutions 2009 — 2009
Colorado State University 1990 — 1994
Bachelor of Science, Agricultural Business
MaritzCX May 2014 - Present
Allegiance, Inc. May 2013 - July 2014
DHI Computing-FPS GOLD 2007 - 2013
Wells Fargo Bank 2001 - 2008
American Banking Institute 2003 - 2005
US Bank 1999 - 2001
US Bank 1996 - 1997
Skills
IT Project & Program..., SaaS, Enterprise Software, Account Management, Software Development, Leadership, Kanban, Turnaround Specialist, Business Analysis, Software Project..., Management, Team Building, Managing Key Accounts, Project Management, Technology Team..., Training, Customer Service, Leadership Development, Program Management, Customer Experience, Process Improvement, Marketing, Internet Banking, Business Intelligence, Finance, Operations Management, Sales, Risk Management, Agile Methodologies, Business Process..., Executive Management, Project Planning, Customer Retention, Cross-functional Team..., Human Resources, ASP, Coaching, Employee Training, Change Management, Portfolio Management, Budgets, Call Centers, Problem Solving, Sales Growth, Series 6, Series 7, Voice of the Customer, Project Portfolio..., Software Documentation, Microsoft Project
Education
Colorado Technical University 2004 — 2007
Bachelors of Science, Business Management
Esurance April 2013 - Present
Wells Fargo Bank July 2005 - April 2013
Wells Fargo Financial Bank July 2004 - July 2005
Wells Fargo Financial Bank October 2001 - July 2004
Daktronics, Inc May 1999 - October 2001
Skills
Sales, Customer Service, Banking, Relationship Management, Call Centers, Financial Services, Team Building, Insurance, Coaching, Team Leadership, Sales Management, Cross Selling, Financial Analysis, Process Improvement, Change Management, Recruiting, Human Resources, Customer Experience, Leadership, Customer Retention, Training, Analysis, Strategic Planning, Customer Satisfaction, Credit, Loans, Management, Consumer Lending, Retail Banking, Underwriting, Credit Cards, Finance, Sales Process, Operations Management, Analytics, Leadership Development, Data Analysis, Talent Acquisition, Marketing, Mortgage Lending
Education
Colorado Technical University
Bachelor of Science, Business Administration - Finance
Bank of the San Juans November 2014 - Present
Wells Fargo Bank January 2007 - November 2014
Skills
Loans, Small Business Lending, Credit, Banking, Finance, Commercial Lending, Small Business, Strategic Planning, Financial Services, Financial Analysis, Commercial Banking, Credit Analysis
Education
Colorado State University 2000 — 2003
Bachelor's, Accounting
FMHS
True Customer Group August 1998 - Present
Wells Fargo Bank June 1999 - May 2014
Intuit November 2003 - March 2004
Visa February 1996 - December 1998
AIM SOLUTIONS INC April 1997 - July 1998
HSBC (Household Credit Services) June 1992 - October 1994
Citibank July 1990 - June 1992
Skills
Analytics, Strategy, Predictive Analytics, Marketing Strategy, Business Intelligence, Database Marketing, Strategic Partnerships, Segmentation, Leadership, Data Mining, Marketing, SAS, Statistics, Data Analysis, Direct Marketing, Cross-functional Team..., Analysis, Email Marketing, Digital Marketing, Financial Services, Customer Acquisition, Consulting, Multi-channel Marketing, Marketing Management, Credit Cards, Customer Analytics, Business Analytics, Executive Management, Consumer Insights, Online Marketing, Online Marketing..., Predictive Modeling, Customer Insight, SQL, Start-ups, Business Strategy, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2009
MBA
Columbia University - Columbia Business School 2008 — 2009
MBA
Rensselaer Polytechnic Institute 1985 — 1989
BS, Industrial Engineering
Stanford University
Data Mining and Applications
Bank of America September 2011 - Present
Bank of America September 2010 - Present
Wells Fargo Bank October 2009 - October 2010
God's Storehouse of Topeka April 2010 - July 2010
Trade Winds International May 2008 - October 2009
ShopKo LLC. February 2006 - May 2008
ShopKo Stores, Inc. 2006 - 2008
Sterling Commerce September 2000 - December 2006
IBM Global Services January 1998 - September 2000
Skills
Management, Project Management, Leadership, E-commerce, Business Strategy, Recruiting, B2B, Budgets, Software Development, Retail, Sales, Negotiation, Sales Management, SDLC, Business Planning, Analysis, Vendor Management, PMO, Training, IT Strategy, Information Technology, Integration, Data Center, Requirements Analysis, PMP, Business Analysis, Change Management, IT Management, Team Building, Networking, MS Project, Program Management, Business Intelligence, Process Improvement, Project Portfolio..., Business Process..., Visio, Software Project..., Business Process, Risk Management, Resource Management, Cross-functional Team..., Project Planning, Requirements Gathering, Software Documentation, CRM, SharePoint, Project Delivery
Education
Colorado Technical University 2003 — 2005
Masters, Managment Information Technology
MidAmerica Nazarene University
Bachelor of Arts (B.A.), Management & Human Relations
University of Nevada Reno July 2014 - Present
Las Vegas Recovery Center (LVRC) April 2014 - July 2014
Hazelden Foundation May 2012 - April 2014
Hazelden January 2011 - December 2011
US Bank June 2007 - December 2010
Wells Fargo Bank June 2006 - June 2007
AstraZeneca September 2000 - January 2006
Skills
Treatment, Group Therapy, Psychotherapy, Healthcare, Training, Community Outreach, Public Speaking, Therapists, Clinical Research, Program Development, Non-profits, Coaching, Fundraising, Management, Sales, Case Managment, Strategic Planning, Public Relations, Leadership, Leadership Development, Sales Management, Marketing Strategy, Adolescents, CBT, Crisis Intervention, Case Management, Chemical Dependency, Nonprofits, Motivational...
Education
Hazelden Graduate School of Addiction Studies 2011 — 2011
M.A., Addiction Studies, 4.0 clinical - 3.97 overall
Colorado State University
B.A., Technical Journalism
T. Rowe Price August 2013 - Present
Rosetta Foto (rosettafoto.com) August 2013 - Present
8z Real Estate February 2015 - July 2015
Wells Fargo Home Mortgage December 2012 - February 2014
Wells Fargo April 2010 - December 2012
Wells Fargo Bank August 2008 - April 2010
Help-U-Sell City & Mountain Real Estate October 2007 - July 2009
Skills
Banking, Financial Analysis, Credit, Finance, Investments, Valuation, Marketing, Microsoft Excel, Accounting, CRM, Financial Services, Customer Service, Sales Management, Business Analysis, Process Improvement, Investment Margining, Microsoft Office, Troubleshooting, Project Management, IT Hardware Support, Databases, Data Analysis, Application Support, Sales, Real Estate, Management, Leadership, Analysis, Credit Analysis, Portfolio Management, Risk Management, Team Building, Loans
Education
Colorado State University 2005 — 2008
Business Administration, Finance
Fort Collins High School 2000 — 2003
Bachelor of Science (B.S.), Finance, General
Armbrust Real Estate
Optum (formally Connextions) July 2013 - Present
E.S. Hawk Enterprises Inc. March 2007 - Present
NAA Life April 2013 - December 2014
Innovative Marketing Group September 2012 - September 2013
Rustic Log Furniture, Inc. April 2012 - August 2012
US Remodelers September 2011 - April 2012
Small Business Development Center (SBDC) Southern Colorado Region April 2008 - October 2008
Wells Fargo Bank March 2006 - April 2007
Skills
Financial Education, Sales Presentations, Sales Management, Management, Customer Service, Sales, Training, Small Business, Marketing, Project Management, Team Building, Operations Management, Insurance, Public Speaking, Customer Retention
Education
Red Rocks Community College 2013 — 2013
Intro to AutoCAD certificate, Computer Aided Drafting
Colorado State University-Pueblo 2003 — 2006
BSBA, Business Management with minor in Business Administration
University of Northern Colorado 1999 — 2004
Earth Sciences
VendNet - A Wittern Group Company November 2009 - Present
Wittern Group November 2009 - Present
Your Vending Solutions April 2004 - January 2010
Your Vending Solutions, LLC April 2004 - January 2010
Knology October 2008 - November 2009
Knology September 2008 - November 2009
Misc Contract Jobs April 2003 - November 2009
Wells Fargo Bank February 2008 - September 2008
Joey's Seafood & Grill December 2007 - February 2008
LodgeNet Entertainment October 2005 - December 2007
Skills
Customer Service, Inventory Management, Operating Systems, Databases, Call Center, Project Management, Technical Support, Technical Writing, Attention To Detail, Technical Training, Multitasker, Team Building, Account Management, Team Leadership, Process Improvement, Microsoft Office, Training, PowerPoint, Management, Customer Satisfaction, Computer Hardware, Troubleshooting, System Administration, Operations Management, Sales Management, Leadership, Customer Retention, Product Development, Telecommunications, New Business Development, Strategic Planning, Sales Operations, Time Management, Forecasting, Budgets, Selling, Product Management, Contract Negotiation, Product Marketing, Cross-functional Team..., Negotiation, Marketing Strategy, Vendor Management
Education
Colorado Technical University 2006 — 2008
Masters, Information Technology Project Management
Colorado Technical University 2006 — 2008
M.S. Degree, Information Technology Project Management
National American University 2000 — 2005
Bachelores, Manageing & Administering Information Systems
National American University 2000 — 2005
B.S. Degree, Information Technology; Management Information Systems
Intrado October 2013 - Present
Intrado May 2011 - October 2013
First National Bank June 2010 - April 2011
First National Bank June 2010 - April 2011
First National Bank of Colorado December 2009 - June 2010
First National Bank December 2009 - June 2010
Wells Fargo Bank May 2008 - October 2009
Wells Fargo Bank May 2008 - October 2009
The Rocky Mountain Collegian August 2005 - May 2008
The Rocky Mountain Collegian August 2005 - May 2008
Skills
Newspapers, Sales, Customer Service, Interviews, Call Centers, Budgets, Layout, Social Media, Accounting, Social Media Marketing, Microsoft Office, Credit, PowerPoint, Public Speaking, Research, Blogging, Dreamweaver, Adobe Creative Suite, Editing, Photoshop
Education
Colorado State University
Bachelor of Art, Communication Studies; media studies and rhetoric
Colorado State University
Bachelor of Art, Communication Studies; media studies and rhetoric
Colorado State University
Bessemer Trust 2014 - Present
J.P. Morgan Asset Management 2012 - 2014
J.P. Morgan Asset Management 2010 - 2012
J.P. Morgan 2009 - 2010
J.P. Morgan 2008 - 2008
Wells Fargo Asset Management 2005 - 2007
Wells Fargo Asset Management 2003 - 2005
Wells Fargo Private Wealth Management 2000 - 2003
Wells Fargo Bank 1998 - 2000
Skills
Investment Banking, Financial Modeling, Investments, Finance, Equities, Valuation, Asset Management, Financial Analysis, Portfolio Management, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Economics
CFA Institute 2004 — 2007
Earned the right to use the CFA designation
University of California, Irvine 1999 — 2003
BA, Economics
Robert Toigo Foundation
UCLA Riordan Fellows Program
Self Employed Trader June 2015 - Present
Wells Fargo Bank October 2012 - May 2015
Wells Fargo May 2012 - September 2013
Smart Accountancy Corp January 2011 - July 2011
UAP INSURANCE KENYA LTD May 2006 - December 2010
Skills
Insurance, Financial Risk, Health Insurance, Finance, Investments, Customer Service, Credit, Cash Management, Mortgage Lending, Banking, Financial Analysis, Loans, Strategic Financial..., Financial Planning
Education
Colorado State University 2012 — 2014
Master of Business Administration (MBA), Finance
Kenya Methodist University 2008 — 2010
Bachelor of Business Administration, Finance
Red Robin March 2015 - Present
Hitachi Data Systems April 2013 - February 2015
OppenheimerFunds January 2008 - April 2013
Wells Fargo Bank March 2006 - December 2006
Skills
Human Resources, Recruiting, Financial Services, Banking, Personnel Management, 401k, Mutual Funds, Retirement, Series 6, Project Management, Training, Process Improvement, Employee Benefits, Management, Leadership
Education
University of Denver 2011 — 2014
MA, Strategic Human Resource Management
Colorado State University 2003 — 2007
BA, Liberal Arts - Communication Studies
Marriott International June 2014 - Present
Holiday Inn Fresno Airport January 2012 - June 2014
Liberty Tax Service January 2013 - April 2013
Table Mountain Casino May 2011 - September 2011
Hilton Garden Inn Phoenix Midtown January 2011 - March 2011
Claim Jumper Restaurants September 2010 - December 2010
Hampton Inn & Suites by Hilton September 2009 - September 2010
Homewood Suites by Hilton September 2009 - September 2010
Claim Jumper Restaurants August 2006 - September 2009
Wells Fargo Bank September 2000 - July 2006
Skills
Customer Service, Event Planning, Hospitality, Catering, Fundraising, Training, Event Management, Budgets, Hospitality Management, Food & Beverage, Sales, Restaurants, Hotels, Marketing, Customer Satisfaction, Contract Negotiation, Hotel Management, Revenue Analysis, Teamwork, Trade Shows, Leadership, Hiring, Hospitality Industry, Organizational..., Social Networking, Public Relations, Sales Management, Team Building, Marketing Strategy, Payroll, Social Media Marketing, Tourism, Recruiting, Meeting Planning, Inventory Management, Resorts, Yield Management, Time Management, OnQ, Business Planning, Management, Banquets, Account Management, Food Service, Team Leadership, Food, Process Scheduler, Front Office, Property Management..., Income Statement
Education
Colorado Technical University 2005 — 2007
Bachelors Degree, Business Administration
Fresno City College 2001 — 2004
Associates Degree, Business
Bullard High School 1996 — 2000
General Education, General Education
Computers Unlimited January 2013 - Present
Wells Fargo Bank April 2011 - January 2013
Skills
Banking, Credit, Financial Analysis, Consumer Lending, Portfolio Management, Blueprint, Automotive, Construction, Analysis, Software Project..., Accounting, Project Management, Project Planning, Project Coordination, Problem Solving, Research, Communication, Social Skills, Xcel, Microsoft Office, Typing, History, Customer Service, Databases, Microsoft Excel, Microsoft SQL Server, Process Improvement, SQL, Software Documentation, Team Leadership, Testing, Troubleshooting, Windows
Education
Colorado Technical University-Greenwood Village 2004 — 2008
Bachelor's degree, Project Management, 3.48
BBVA Compass March 2015 - Present
Guaranty Bank and Trust Company August 2006 - March 2015
Capital Management July 2005 - August 2006
First National Bank of Fort Collins May 2004 - July 2005
Wells Fargo Bank December 1993 - May 2004
Skills
Treasury Management, Equipment Loans, Commercial Banking, Banking, Investments, Lines Of Credit, Cash Flow, Commercial Real Estate, Finance, Construction Loans, Commercial Lending, Small Business Lending, Financial Analysis, Credit Analysis, Loans, Commercial Mortgages, Credit, Loan Origination, Mortgage Lending
Education
Colorado State University 1992 — 1996
BS, Accounting
Wells Fargo Bank April 2011 - Present
rodan & Fields dermatologist 2009 - Present
Holiday Inn and Suites Airport January 2010 - April 2011
GJ Soccer Club February 2009 - November 2009
Double Tree Hotel May 2008 - February 2009
Enterprise Rent-A-Car June 2005 - May 2008
Skills
Marketing, Time Management, Business Relationship..., Event Management, Leadership Development, Cold Calling, Entrepreneurship, Business Strategy, Recruiting, Online Advertising, Negotiation, Small Business, Fundraising, Microsoft Office, Research, Team Leadership, Investments, Customer Service, New Business Development, Non-profits, Real Estate, Social Media, Marketing Communications, Project Management, Training, Customer Retention, Sales, Microsoft Word, Leadership, Sales Management, Strategic Planning, Marketing Strategy, Direct Sales, Direct Marketing, Business Networking, Account Management, Coaching, Public Relations, Budgets, Event Planning, Social Networking, Networking, Team Building, Public Speaking, Business Development, Microsoft Excel, Advertising, Salesforce.com, Building Relationships, Social Media Marketing
Education
Colorado State University 2001 — 2005
B.A, Sociology concentration Criminal Justice
Colorado State University 2001 — 2005
B.S, Business Administration concentration Marketing
Liberty High School 1997 — 2001
HS, HS
UMB September 2014 - Present
BBVA Compass August 2011 - September 2014
Wells Fargo Bank May 2008 - August 2011
Wells Fargo May 2006 - May 2008
Wells Fargo May 2005 - May 2006
Olive Garden September 2001 - May 2005
Skills
Banking, Mortgage Lending, Loans, Management, Training, Strategic Planning, Budget, Team Management, Time Management, Small Business Lending, Leadership, Licensed Life & Health..., Sales, Coaching, Investments, Series 6, Series 63, Budgets, Retail Banking, Relationship Management, Customer Service, Finance
Education
Grand Canyon University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wells Fargo Small Business and Management Training 2005 — 2010
Credit and Lending, Conflict Resolution, Situational Leadership, Understanding cycles of business
Columbia College 2007 — 2009
B.A., Psychology & Sociology
University of Colorado at Denver 1997 — 1999
Psychology
BBVA Compass Mortgage Certification Program
Mortgage Certified Banker
Utah System of Higher Education March 2015 - Present
Wells Fargo Bank March 2011 - Present
Comcast Cable October 2001 - March 2011
Skills
Employee Relations, Vendor Management, Sourcing, Recruiting, Talent Acquisition, Applicant Tracking..., Interviews, Onboarding, Community Outreach, Consulting, PeopleSoft, Staff Management, Strongbox, Background screening, CARCO, Strategic Partnerships, Diversity Planning, Employee Engagement, Process Improvement, Sales and Service, Banking, Finance, Accounting, Marketing, Time Management, Talent Management, Internet Recruiting, Training, Call Centers, Leadership, Coaching, Hiring, Management, Temporary Placement, Strategy, College Recruiting, Employee Benefits, Taleo, Technical Recruiting, Job Fairs, Cold Calling, Staffing Services, Resume Writing, Screening Resumes, New Hire Orientations, Benefits Negotiation, Deferred Compensation, Workforce Planning
Education
Colorado Technical University 2011 — 2013
U.S. HealthWorks December 2011 - Present
Wells Fargo Bank November 2006 - December 2011
lia sophia 2010 - 2011
lia sophia 2010 - 2011
The Capital Group Companies 2002 - 2006
Education
Columbia Southern University
AA, Business Administration
Wells Fargo Bank, N.A. December 2012 - August 2015
Zion's Bank December 2010 - December 2012
Wells Fargo Bank April 2008 - December 2010
Wells Fargo Bank July 2006 - April 2008
Wells Fargo Bank July 1998 - July 2006
Skills
Commercial Lending, Loans, Banking, Credit, Credit Analysis, Commercial Banking, Financial Analysis, Underwriting, Investments, Cash Management, SBA, Small Business Lending, Strategic Financial..., Portfolio Management, Finance, Relationship Management, Loan Origination, Risk Management, Mortgage Lending, Refinance
Education
Weber State University 2015 — 2016
Master’s Degree, Taxation
Colorado State University 2009 — 2011
MBA, Business
University of Phoenix 2002 — 2006
BS, Accounting
Wells Fargo March 2014 - Present
Wells Fargo March 2013 - March 2014
Wells Fargo Bank December 2007 - March 2013
Wells Fargo May 2005 - December 2007
Education
Colorado State University
B.A, Speech Communication
Wells Fargo Bank Assistant Branch ManagerMountain America Credit UnionMarch 2013 - February 2015
JPMorgan Chase January 2007 - July 2009
Education
Colorado Technical University 2008 — 2010
Business, Business Managemenrt
Waldorf College
Business, Business Management/ International Management
Colonial Life September 2014 - Present
Colonial Life June 2013 - Present
Wells Fargo Bank October 2010 - June 2013
Redbone Alley September 2009 - September 2010
Raceway Automotive June 2009 - September 2009
Florence Redwolves, Inc. May 2001 - August 2009
Redbone Alley May 2004 - August 2004
Skills
Banking, Loans, Commercial Banking, PowerPoint, Microsoft Excel, Financial Analysis, Credit, Finance, Microsoft Word, Microsoft Office, Customer Service, Public Speaking, Investments, Credit Analysis, Event Planning, Fundraising, Marketing, Management, Dependable Team Player, Account Management, Customer Satisfaction, Customer Retention, Health Insurance, Data Analysis, Operational Efficiency, Organizational..., Work Very Well with..., Sales
Education
Columbia College (SC) 2012 — 2013
Master of Arts in Organizational Change and Leadership
Wofford College 2005 — 2009
B.A., Finance, History
United Technologies June 2015 - Present
Safety Dynamics Group, Inc. November 2013 - July 2015
City National Bank May 2012 - August 2013
JP Morgan Chase April 2010 - May 2012
1st Centennial Bank April 2007 - January 2009
Rebuild Escondido 2008 - 2009
Escondido Chamber of Commerce 2004 - 2009
Wells Fargo Bank November 1997 - April 2007
Skills
Commercial Lending, Small Business Lending, Banking, Credit, Loans, Commercial Mortgages, Cash Management, Financial Analysis, Commercial Banking, Lines Of Credit, Credit Analysis, Strategic Financial..., Small Business, Financial Services, Underwriting, Asset Based Lending, SBA, Asset Managment, Mortgage Lending, Treasury Management, Financial Modeling, Retail Banking, Asset Management, Relationship Management, Consumer Lending, Funding, Risk Management, Cash Flow, Due Diligence, Loan Origination, Mortgage Banking, Credit Risk, Finance, Portfolio Management, Mergers & Acquisitions, Refinance
Education
Columbia Southern University
Master of Science (M.S.), Occupational Safety & Health- Environmental Management
Columbia Southern University
Bachelor of Science (B.S.), Occupational Health and Safety
Palomar College 2007 — 2008
Associates, Accounting
ReadyTalk February 2014 - Present
Downey Creative LLC February 2013 - Present
Gates Corporation March 2011 - February 2014
TransUnion June 2010 - March 2011
TransUnion November 2007 - June 2010
Desert Schools Federal Credit Union May 2007 - September 2007
Wells Fargo Bank October 2005 - May 2007
Skills
Salesforce.com, Force.com, Sales, Financial Services, Salesforce.com Certified, Customer Management, CRM, Business Analysis, Cloud Computing, Business Process, SaaS, Process Improvement, Sales Process, Analytics, Cross-functional Team..., Leadership, Project Management, Customer Service, Sales Operations, Marketing Operations, Product Development, Change Management, Training, Salesforce.com..., Pre-sales, Account Management, SFDC, Management, Business Process..., Vendor Management
Education
Colorado Technical University 2007 — 2009
Bachelor of Science, Business Administration
Chandler Gilbert Community College 2005 — 2007
Associate, General Business
Osceola Medical Center April 2013 - Present
Wells Fargo Bank July 2010 - April 2013
Dress Barn July 2008 - July 2010
Abercrombie & Fitch December 2006 - July 2008
Skills
Medical Terminology, Microsoft Excel, Access, Medical Records, PowerPoint, Customer Service, Outlook, Healthcare, Data Entry, HIPAA, Training, Leadership, Process Improvement
Education
Allied Business School 2011 — 2012
Certificate, Medical Coding Specialist/Coder
University of Phoenix 2009 — 2011
Masters of Health Administration, Informatics
Columbia College 2003 — 2006
Bachelor's of Science, Business Administration; Marketing; Business Management
Wells Fargo Bank 2005 - Present
Capital One Financial September 1997 - June 2005
Capital One 1997 - 2005
Skills
Process Improvement, Call Center, Leadership, Program Management, Management, Credit, Call Centers, Training, Analysis, Customer Experience, Employee Engagement, Operations Management, Finance, Banking, Strategic Planning, Credit Cards, Business Analysis, Customer Satisfaction, Vendor Management, Financial Services, Customer Service, Team Building
Education
Colorado Technical University 2004 — 2006
Business, Marketing
Kearney High Scool
Salesforce April 2015 - Present
salesforce.com February 2014 - Present
salesforce.com September 2006 - January 2014
Wells Fargo Bank February 2001 - December 2004
Humanscale January 1997 - May 2000
Skills
New Business Development, Salesforce.com, Selling, Analytics, Lead Generation, Product Marketing, SaaS, Social Media, Enterprise Software, Team Leadership, Coaching, Software Solution Sales, PaaS, Building Relationships, Cloud Computing, CRM, Sales, Strategy, Leadership, Management, Solution Selling, Sales Management, Sales Process, Professional Services, Direct Sales, Demand Generation, Account Management, Software Industry, Cold Calling, Strategic Partnerships, Go-to-market Strategy, Sales Operations, Channel Partners, Start-ups, Sales Enablement, B2B, Business Development, Business Alliances, Marketing Automation, Complex Sales, Product Management
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, General Management
Wake Forest University 1996 — 2000
BA, Psychology
North West College of Construction February 2012 - Present
Wells Fargo Bank December 2010 - January 2012
Hood River Cinemas May 2008 - March 2010
Skills
English to Spanish, Microsoft Excel, Microsoft Office, Photoshop, Digital Photography, Blogging, Online Marketing, Data Entry, Customer Service, Customer Support, Customer Engagement, Social Media Marketing, WordPress, Translation
Education
Hood River Valley High Scool 2006 — 2010
Columbia Gorge Community College
Gurstel Chargo February 2015 - Present
GWG Holdings, Inc. October 2012 - February 2015
Wells Fargo Bank March 2006 - October 2012
Vail Resorts December 2008 - April 2009
The Douglas County Development Association January 2005 - June 2005
Skills
SQL, Microsoft SQL Server, T-SQL Stored Procedures, Database Administration, SSIS, Customer Service, Leadership, CRM, Process Improvement, Graphic Design, Microsoft Office, HTML, Microsoft Excel, Analysis, SharePoint, Business Analysis, Outlook, Image Editing, Gimp, Linux, Java, Wordpress, Wordpress Design, Visio, Windows, Software Documentation, Databases, Windows 7, Email Marketing
Education
Colorado Technical University 2009 — 2011
BS, IT-Computer Software Engineering
University of Wisconsin-Superior 2003 — 2005
BS, Economics and Business Admin
St. Cloud State University 2001 — 2003
n/a, Business Admin, Marketing, Econ
Kaiser Permanente March 2014 - Present
First Data Corporation April 2013 - March 2014
Ball August 2012 - March 2013
TIAA-CREF 2007 - 2012
Wells Fargo 2003 - 2007
Wells Fargo Bank 2001 - 2003
Rhythms NetConnections 2000 - 2001
TELETECH HOLDINGS CURRENTLY CONVERGYS January 1995 - December 1999
Skills
Vendor Management, CISA, IT Audit, Risk Management, Sarbanes-Oxley Act, Information Security..., PCI DSS, Internal Audit, Risk Assessment, Governance, Enterprise Risk..., ITIL, Process Improvement, Banking Law, SAS70, Business Continuity, Access Control..., Project Management, Data Analysis, CISM, CRISC, Financial Risk, COBIT, Business Process
Education
Regis University 2009 — 2012
Master of Science, Project Management
Regis University 2006 — 2009
Masters, Business Administration; Technology Operations
METRO STATE COLLEGE OF DENVER 1997 — 2000
Bachelor of Science Degree, Computer Information Systems
Colorado State University 1994 — 1996
Computer Science
Wells Fargo Bank June 2013 - Present
Comcast October 2012 - July 2013
Check Into Cash February 2006 - December 2007
7-Eleven October 2004 - February 2006
Lifecore Biomedical January 2000 - January 2003
Chaska High School November 1998 - January 2000
Butch's Restaurant July 1983 - December 1998
Skills
Over 30 years of..., Problem Solving, Payroll, Customer Service, Time Management, Coaching, Banking, Sales, Microsoft Office, Team Building
Education
Colorado State University-Pueblo 2009 — 2011
CSU-Pueblo
BS, Sociology/Criminology
University of Phoenix
AA, Business
Chaska High School 1980 — 1983
General Diploma
Robert W. Baird & Co. 2011 - Present
Moreton & Company April 2004 - July 2011
Wells Fargo Bank October 2000 - April 2003
First Security Corporation September 1984 - October 2000
Skills
Wealth Management, Investments, Financial Planning, Credit Analysis, Credit, Strategic Financial..., Investment Advisory, Retirement Planning, Series 7, Finance, Financial Services, Portfolio Management, Mutual Funds, Financial Markets, Series 63, Treasury Management, Insurance, Banking, Financial Advisory, Strategic Planning, Financial Analysis, Management
Education
Colorado State University 1976 — 1978
M.S., Finance
Utah State University 1972 — 1976
B.S., Finance
Yukon Partners February 2008 - Present
Norwest Mezzanine Partners July 2000 - February 2008
Churchill Capital August 1995 - July 2000
Heller Financial January 1992 - July 1995
Wells Fargo Bank October 1988 - December 1991
European American Bank July 1985 - October 1988
Skills
Mezzanine, Private Equity, Leveraged Finance, LBO, Mergers & Acquisitions, Buyouts, Due Diligence, Growth Capital, Financial Structuring, Private Placements, M&A experience, Corporate Finance, Capital Raising, Deal Sourcing, Investor Relations, Portfolio Management, Alternative Investments, Recapitalizations, Structured Finance, Investment Banking, Investments, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
Columbia Engineering 1983 — 1985
BS, Industrial Engineering
Columbia University in the City of New York 1980 — 1984
BA, Math/Science and Comparative Literature
Hibbing High School 1977 — 1980
Amerisave Mortgage Corporation June 2009 - July 2009
Manpower Inc. December 2008 - February 2009
Wells Fargo Bank March 2008 - July 2008
Wells Fargo Bank October 2007 - March 2008
Wells Fargo Bank March 2007 - October 2007
TCF Bank November 2004 - July 2006
Education
Colorado Technical University 2008 — 2009
ASBA, Business
Wells Fargo Bank June 2008 - July 2014
Wells Fargo January 2006 - June 2008
Wells Fargo October 2004 - January 2006
Enterprise Rent-A-Car May 2002 - September 2004
Aspen Leaf Lodge/Silver Ridge Lodge August 1994 - May 2003
Skills
Commercial Banking, Treasury Management, Merchant Services, Sales Process, Cross Selling, Financial Analysis, Payments, Risk Management, Sales Management, Process Improvement, ACH, Liquidity Management, Internet Banking, Banking, Relationship Management, Cash Management
Education
Colorado State University 1998 — 2003
Masters, Business Management
Wells Fargo Bank 2008 - 2015
Wells Fargo Bank 1992 - 2008
Office of Thrift Supervision 1986 - 1992
Federal Reserve Bank of San Francisco 1980 - 1986
Skills
Strategic thinker who..., Proven relationship..., Recruited and developed..., Extensive knowledge of...
Education
Colorado State University 1976 — 2000
Bachelor of Science in Finance, Finance
EFI August 2013 - Present
Wells Fargo Bank May 2011 - August 2013
Wells Fargo Bank November 2008 - June 2011
Washington Mutual Card Services April 2007 - November 2008
Washington Mutual Card Services January 2006 - April 2007
Skills
Forecasting, Financial Modeling, Corporate Finance, Banking, Finance, Financial Analysis, Analysis, Mergers & Acquisitions, Analytics, Due Diligence, Cross-functional Team..., Valuation, Management, Strategic Planning, Portfolio Management, Risk Management, Process Improvement, Bloomberg, Investments, Strategic Financial..., Financial Planning
Education
Columbia Engineering 2003 — 2004
MS, Financial Engineering
Columbia University in the City of New York 2003 — 2004
Master of Science, Financial Engineering
University of California, Los Angeles 1999 — 2003
Bachelor of Science (B.S.), Electrical Engineering
First Republic Bank July 2008 - Present
Wells Fargo Bank July 2001 - July 2008
IBM October 1998 - December 2000
Skills
Private Banking, Wealth Management, Mortgage Lending, Home Equity Loans, Commercial Lending, Residential Homes, First Time Home Buyers, Real Estate Development, Management, Refinance, Real Estate
Education
Colorado State University 1986 — 1990
The University of Edinburgh 1989 — 1989
Wells Fargo Bank July 2008 - Present
Wells Fargo August 2007 - Present
Wells Fargo Bank April 2006 - August 2007
Education
Colorado Technical University
Bachelors, Business Administration
Colorado Springs POMS September 2012 - Present
Wells Fargo Bank February 1998 - April 2012
Builder's Square 1994 - December 1997
Skills
Requirements Gathering, Mortgage Banking, Requirements Analysis, Loans, Residential Mortgages, Mortgage Lending, SDLC, Testing, Credit, Loan Origination, Process Improvement
Education
University of Colorado Colorado Springs 2002 — 2006
MBA, Finance
Pikes Peak Community College 1998 — 2001
AAS, Legal Studies
Colorado State University 1993 — 1997
BS, Psychology
Wells Fargo Bank January 1997 - Present
Skills
Loans, Banking, Small Business Lending, Commercial Lending, Credit, Sales Operations, Sales, Commercial Banking, Credit Analysis, Loan Origination, Mortgage Lending, Deposits, Relationship Management
Education
Colorado State University 1992 — 1996
Wheat Ridge High School 1988 — 1992
San Francisco Police Department October 2012 - February 2014
San Francisco Police Department 2011 - 2012
Wells Fargo Bank April 1975 - January 1980
Skills
Investigation, Security, Strategic Planning, Personal Protection, Team Building, Firearms, Risk Assessment, Leadership, Private Investigations, Physical Security, Enforcement, Criminal Investigations, Homeland Security, Criminal Justice, Security Operations, Public Safety, Interrogation, Patrol, Surveillance, Personal Security, Crime Prevention, Internal Investigations, Counterterrorism, Evidence
Education
Columbia Southern University 2013 — 2014
Criminal Justice/Law Enforcement Administration
Wells Fargo Home Mortgage June 2010 - Present
Wells Fargo Bank August 2001 - Present
Wells Fargo 2001 - Present
Wells Fargo Consumer Credit Group 2001 - Present
Wells Fargo June 2008 - June 2010
Quantum 1997 - 2001
Skills
Management, Mortgage Banking, Sales, Training, Leadership, Sales Management, Customer Service, Credit, Loans, Process Improvement, Mortgage Lending, Loan Origination
Education
Colorado Technical University 1998 — 2001
Organizational Leadership
Wells Fargo Bank July 2005 - Present
Education
Colorado Technical University 2008 — 2009
Parks Jr. College 1993 — 1994
Business Administration
Northern Arizona University 1992 — 1992
Colorado Business Bank July 2013 - Present
Capital West Bank February 2011 - June 2013
First Community Bank/Great Western Bank February 2005 - February 2011
Wells Fargo Bank June 1981 - February 2005
Skills
Loans, Small Business Lending, Commercial Lending, Banking, Credit, Credit Analysis, Commercial Banking, Loan Origination, Asset Based Lending, Lines Of Credit, Commercial Mortgages, Consumer Lending, Leadership, SBA, Underwriting, Treasury Management, Construction Loans, Mortgage Lending, Retail Banking, Portfolio Management, Credit Risk, Investments
Education
Colorado State University 1971 — 1975
Bachelor of Science, Business Administration
Wells Fargo Bank February 2011 - Present
Smothers Asset Mangement February 2011 - Present
Skills
Portfolio Management, Investments, Banking, Financial Modeling, Financial Analysis, Credit
Education
Colorado State University 1999 — 2003
RBS Citizens September 2012 - Present
Wells Fargo Bank April 2008 - September 2012
Commerce Bank (now TD Bank) 2004 - 2008
Brown Brothers Harriman 1999 - 2003
U.S. Air Force 1994 - 1999
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Asset Based Lending, Loans, Banking, Credit, Underwriting, Portfolio Management
Education
U.S. Air Force Academy 1990 — 1994
Bachelor of Science (B.S.), Biology, General
Colorado State University 1997 — 1999
Master of Business Administration (MBA), Finance, General
KeyBank October 2010 - Present
Wells Fargo Bank March 2007 - October 2010
Education
Colorado State University 2001 — 2005
Bachelors, Economics
Artic Slope Regional Corporation August 2014 - Present
Arctic Slope Regional Corporation November 2011 - August 2014
Ball March 2011 - November 2011
The Coca-Cola Company April 2008 - March 2011
Aurora Loan Services January 2006 - March 2008
Wells Fargo Bank 2002 - 2005
Skills
Variance Analysis, Financial Reporting, Financial Analysis, Accounts Receivable, General Ledger
Education
Colorado State University 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance
Northern Arizona University 1998 — 2002
Bachelor of Science (BS)
HomeStreet Bank November 2011 - Present
North Kitsap Fishline July 2011 - November 2011
Washington Mutual (WaMu) September 2007 - November 2009
JPMorgan Chase 2009 - 2009
Wells Fargo Bank February 2005 - August 2007
Washington Mutual Bank June 1999 - January 2005
Rainier Bank 1980 - 1992
Education
Colorado State University
Project Management Institute Certification
Shoreline Community College
Associates, Business Adminstration
Wells Fargo Bank April 2012 - Present
U. S. Army November 1985 - Present
Wells Fargo Bank September 2008 - April 2012
Banking 2003 - 2008
Colorado Army National Guard 1995 - 2005
Skills
Public Speaking, Security Clearance, Operations Management, Government Relations, Strategic Planning, Team Building, Military, Leadership, DoD, Risk Management, Program Management, Risk Assessment, Process Improvement, Team Leadership, Policy, Customer Service, Banking, Project Management, Analysis, Security, Coaching, Organizational..., Emergency Management, Financial Analysis, Cross-functional Team..., Training, Operational Planning, Crisis Management, Commercial Banking, Business Planning, Organizational..., Business Development, Strategy, Commercial Lending, Management, Management Consulting, Small Business, Military Operations, Command, National Security, Military Experience, Army, Project Planning, Intelligence Analysis, Defense, Government Contracting, Intelligence, Executive Management, Tactics, Homeland Security
Education
University of Colorado Denver 2000 — 2002
MBA, Change Management
Colorado State University 1991 — 1994
BS, Finance and Real Estate
Wells Fargo October 2011 - Present
Wells Fargo Bank December 2010 - October 2011
Wells Fargo October 2009 - December 2010
Wells Fargo Bank January 2009 - October 2009
Wells Fargo Bank October 2007 - January 2009
1st Choice Mortgage August 2005 - October 2007
Nationstar Mortgage September 2004 - August 2005
Sheraton Steamboat Resort and Conference Center June 2002 - September 2004
Creekside Restaurant November 1999 - October 2001
Skills
Sales Management, Change Management, Finance, Sales, Motivated self-starter, Hospitality Management, Creative Strategy, Accountability, Presentations, Great Motivator, Banking, Coaching, Credit, Customer Retention, Leadership, Loans, Management, Marketing, Mortgage Lending, Team Building
Education
Colorado State University 1998 — 2000
St. Norbert College 1991 — 1993
Philosophy Humanities
Financial Industry May 2010 - Present
wells fargo bank September 1997 - May 2010
Education
Colorado State University 1991 — 1995
BA, Social Work
National Penn October 2012 - Present
Wells Fargo Bank August 2010 - October 2012
National Penn March 2003 - August 2010
Skills
Banking, Credit, Credit Analysis, Finance, Financial Services, Loans, Commercial Banking, Private Banking, Consumer Lending, Small Business Lending, Mortgage Lending, Commercial Lending, Retail Banking, Portfolio Management
Education
Colorado State University 1997 — 2000
BS, Natural Resources, Business
Wells Fargo Bank April 2011 - Present
Wells Fargo Bank August 2007 - March 2011
Wells Fargo Bank June 2007 - August 2007
Wells Fargo Bank September 2005 - June 2007
Wells Fargo Bank February 2004 - September 2005
Ultimate Electronics 1999 - 2003
Best Buy 1997 - 1999
Skills
Small Business Lending, SBA, Loans, Commercial Lending, SBA 504, Financial Analysis, Commercial Banking, Small Business, Asset Based Lending, Portfolio Management, Lines Of Credit, Merchant Services, Treasury Services, Underwriting, Cash Flow Lending, Account Management, Management, Relationship Management, Leadership, Sales, Customer Retention, Banking
Education
Colorado State University
Interactive Dynamics - USA May 2015 - Present
DustShield, LLC. October 2011 - Present
Alltech September 2005 - June 2011
Springfield News-Leader September 2002 - July 2005
Wells Fargo Bank 2000 - 2001
Dandelion Moving & Storage 1999 - 2000
Skills
B2B, Public Speaking, Marketing Communications, Advertising, Social Media, Social Media Marketing, Event Planning, Public Relations, Budgeting, Market Planning, Research, New Business Development, Account Management, Direct Marketing, Marketing Research, Photography, Marketing Strategy, Product Development, Negotiation, Planning, Event Management, Customer Relations, Customer Service, Press Releases, Retail, Writing, Promotions, Marketing Management, Online Marketing, Event Marketing, Copywriting, Media Relations, Project Planning, Budgets, Sales Operations, Sales, Trade Shows, Management, Email Marketing, Strategic Planning, International Sales, Online Advertising, Market Research, Brand Management, Brand Development, Product Marketing, Sales Management, Cold Calling, Competitive Analysis
Education
Colorado State University 1999 — 2002
Business Administration, Marketing, Marketing, Finance
Edward S. Marcus High School, Flower Mound, TX 1992 — 1996
NCH Corp. PartsMaster Division April 2015 - Present
BG/Kenz + Leslie November 2010 - March 2015
Peak Lighting March 2010 - November 2010
Colorado Lending Source April 2007 - October 2008
Wells Fargo Bank June 2005 - March 2007
OppenheimerFunds, Inc. March 2001 - August 2004
Skills
Banking, Underwriting, Sales Management, Investments, Marketing, Risk Management, Relationship Management, Cold Calling, Mortgage Banking, Strategic Planning, Life Insurance, Financial Analysis, Negotiation, Insurance, Business Strategy, Asset Managment, Finance, Loan Origination, Selling, Business Development, Management, Sales, Team Building, Customer Service, Customer Retention
Education
Colorado State University 1996 — 2000
Business, Business Admin/Marketing
Wells Fargo Bank February 2011 - Present
Green and Gold/Pinebeach May 2006 - October 2010
Liberty Mutual Insurance February 2003 - May 2006
Skills
Underwriting, Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Refinance, Loans, Credit, Residential Mortgages, Credit Analysis, Banking, Insurance, Investments, Investment Properties, Real Estate, First Time Home Buyers, Risk Management, Portfolio Management, Finance, Process Improvement, Sales, Customer Service, Real Estate Transactions, Residential Homes
Education
Colorado State University 1998 — 2002
Bachelor of Science, Health and Exercise Science/Teaching
Wells Fargo 2010 - Present
Wells Fargo Bank January 2004 - April 2010
Wells Fargo Bank August 2008 - March 2010
Skills
Commercial Banking, Loans, Credit, Loan Origination, Credit Analysis, Banking, Commercial Lending, Portfolio Management
Education
Colorado State University 1998 — 2001
Business Administration and Management, General
The Assistance House September 2013 - March 2015
J.F. Madddox Foundation November 2003 - March 2006
Wells Fargo Bank September 2002 - November 2003
Vectra Bank Colorado November 2001 - July 2002
Minnequa Bank of Pueblo April 2000 - October 2001
Minnequa Bank of Pueblo July 1996 - April 2000
Skills
Commercial Banking, Sales Management, Non-profit..., Financial Reporting, Financial Services, Financial Analysis, Credit Analysis, Loans, Loan Origination, Credit, Business Analysis, Customer Acquisition, Customer Retention, Customer Relations, Leadership, Team Leadership, Team Building, Program Development, Strategic Planning, Grant Writing, Grants, Public Relations, Marketing Communications, Leadership Development, Media Relations, Editing, Philanthropy, Event Management, Government, Strategic Communications, Community Development, Public Speaking, Entrepreneurship, Marketing, Grant Monitoring, Grant Management, Community Outreach, Employee Training, Nonprofits, Fundraising, Volunteer Management, Payroll Processing, Personnel Supervision, Management, Customer Service
Education
Colorado State University-Pueblo 2000 — 2002
Masters in Business Administration (MBA)
Colorado State University-Pueblo 1996 — 2000
BS Business Administration/Managment
Wells Fargo Bank July 2011 - Present
Wells Fargo Home Mortgage 1997 - Present
Education
Colorado State University 1987 — 1991
Bachelors, Interior Design
CenturyLink April 2014 - Present
Senate District 23 Republican Party March 2013 - Present
Colorado GOP January 2009 - Present
CenturyLink September 2012 - April 2014
Colorado House District 33 Republican Party January 2012 - February 2013
CenturyLink April 2011 - September 2012
CenturyLink October 2009 - April 2011
Beezley for HD33 2010 - 2010
Wells Fargo Bank August 2004 - October 2009
Skills
Strategic Planning, Data Analysis, Project Management, Salesforce.com, Sales, Telecommunications, Contract Negotiation, Analysis, Competitive Analysis, Program Management, Team Leadership, B2B, Negotiation, New Business Development, Leadership, Management, Fundraising, Pricing, Proposal Writing, Finance, Managed Services
Education
Colorado State University 1998 — 2002
BA, History and Political Science
Colorado Canine Concierge August 2013 - Present
Service Magic August 2011 - September 2012
First Bank January 2010 - August 2011
Easter Seals June 2008 - October 2008
Kroenke Sports Enterprises 2007 - 2008
Wells Fargo Bank November 2004 - September 2006
Skills
Fundraising, Event Planning, Event Management, Marketing, Non-profits, Public Relations, Social Media, Social Media Marketing, Public Speaking, Volunteer Management, Customer Service, Marketing Communications, Sales, Media Relations, Community Outreach, Budgets, Strategic Planning, Press Releases, Leadership, Advertising
Education
Colorado State University 2000 — 2004
Economics, Business, Marketing, Finance, Economics
Colorado State University 2000 — 2004
Bachelor's degree, Economics
CC
Great Western Bank June 2009 - Present
First Community Bank February 2006 - June 2009
Wells Fargo Bank 1986 - 2006
Education
Colorado State University
Bachelors, Business/Finance/Economics
University of Colorado Boulder
Graduate School of Banking
Alerus Financial January 2015 - Present
Wells Fargo Bank September 2011 - January 2015
Wells Fargo Bank December 2007 - September 2011
Eide Bailly LLP May 2006 - December 2007
KPMG September 2004 - May 2006
Education
Colorado State University 1999 — 2003
Bachelor, Accounting
Wells Fargo Bank November 2010 - Present
Wells Fargo Bank October 2009 - January 2011
Target June 2008 - October 2009
Education
Colorado State University 2006 — 2008
Business Management
State of Colorado January 2014 - Present
West Chamber of Commerce 2014 - 2014
West Chamber of Commerce 2014 - 2014
Wells Fargo November 2012 - October 2013
Wells Fargo October 2010 - November 2012
Wells Fargo Bank September 2009 - August 2010
Wells Fargo Bank April 2008 - September 2009
Wells Fargo Bank October 2007 - April 2008
Skills
Mortgage Lending, Loans, Business Development, Recruiting, Sales, Management, Budgets, Banking, Coaching, Customer Service, New Business Development, Finance, Small Business, Leadership, Policy
Education
Colorado State University- Global 2009 — 2012
BS, Organizational Leadership
Colorado State University-Global Campus
Bachelor of Science (BS), Organizational Leadership
Colorado State Bank and Trust February 2015 - Present
Centennial Bank January 2014 - February 2015
Wells Fargo Bank April 2007 - January 2014
The Home Depot March 2001 - March 2011
Wells Fargo April 2005 - March 2007
Wells Fargo January 2004 - March 2005
Skills
Commercial Lending, Loans, Financial Analysis, Commercial Real Estate, Commercial Banking, SBA, Business Development, Relationship Management, Fundraising, Credit Analysis, SBA 504, Non-profit Leadership, Business Acquisition, Credit, Construction Loans, Mergers & Acquisitions, Business Loans
Education
Colorado State University 2000 — 2003
B.A. Economics
AmWest Control Inc. August 2013 - Present
Wells Fargo Bank April 2010 - August 2013
Scottish Re April 2006 - February 2009
Fastaff Travel Nursing January 2003 - April 2006
Skills
Financial Analysis, Journal Entries, Bank Reconciliation, Account Reconciliation, General Ledger, Payroll, Accounting, Financial Statements, Auditing, Internal Controls, Finance, PeopleSoft, Analysis, Tax, Credit, Software Documentation, Loans, Sarbanes-Oxley
Education
Colorado State University 2013 — 2014
Master's degree, Business Administration and Management, General
Regis University 2008 — 2009
Bachelor of Applied Science (B.A.Sc.), Accounting
Red Rocks Community College 2003 — 2006
Associate's degree, Accounting Technology/Technician and Bookkeeping
Wells Fargo April 2014 - October 2014
Wells Fargo December 2012 - April 2014
Wells Fargo March 2012 - December 2012
Wells Fargo August 2011 - March 2012
Wells Fargo Bank January 2011 - August 2011
Prime Financial Credit Union October 2008 - January 2011
Prime Financial Credit Union February 2008 - October 2008
Starbucks Coffee Company June 2007 - October 2008
Prime Financial Credit Union August 2006 - January 2008
Skills
Sales Management, Branch Banking, Branch Operations, Customer retention, Marketing strategy, Credit Unions, Process Improvement, Coaching, Customer Satisfaction, Series 7, Series 63, Recruiting, Staff Management, Career Counseling, Customer Service, Training, Team Building, Management, Loans, Leadership Development, Employee Relations, Customer Retention, Consumer Lending, Cash Management, Salesforce.com, Insurance, Mortgage Lending, Lines Of Credit, Banking, Sales, Financial Services, Credit
Education
Colorado Technical University 2013 — 2015
Master of Business Administration (MBA)
Keller Graduate School of Management of DeVry University 2009 — 2013
MHRM
University of Wisconsin-Milwaukee - Lubar School of Business 2006 — 2008
BA
University of Wisconsin-La Crosse 2004 — 2006
BA
HUHS 2000 — 2004
High School
WBB June 2012 - Present
ASRC Federal August 2010 - June 2012
SAIC December 2004 - August 2010
Wells Fargo Bank October 2002 - December 2004
Financial Services December 2001 - December 2004
Household Financial Bank February 1999 - December 2001
First Premier Bank January 1998 - January 1999
First Premier Bank January 1993 - January 1998
France Telecom January 1987 - January 1989
Skills
Financial Analysis, Managerial Finance, Business Analysis, Risk Management, Analysis, Process Improvement, Financial Reporting, Forecasting, Finance, Management Consulting, Accounting, Budgets, Auditing, Management, Project Planning, Leadership
Education
Colorado Technical University 2003 — 2006
MBA
Georgetown University 1991 — 1995
B.S, Finance
Sorbonne University 1987 — 1989
A.S, Economics
Colorado Technical University
M.B.A, Finance
Colorado Technical University
M.A, Project Management
Wells Fargo Bank November 2010 - Present
Bank of America April 2006 - October 2010
Education
Columbia College Chicago 1996 — 1999
Associate's degree, Communication and Media Studies
Wells Fargo Bank August 2012 - Present
Wells Fargo Bank January 2006 - Present
Target October 2002 - January 2006
Skills
Performance Management, Human Resources, Recruiting, Employee Relations, Interviews, Coaching, Leadership, Process Improvement, Talent Management, Temporary Placement, College Recruiting, Onboarding, HRIS, Leadership Development, Building Relationships, Customer Service, Talent Acquisition, Applicant Tracking...
Education
Colorado State University
Bachelors
First Scottsdale Bank February 2015 - Present
Mutual of Omaha Bank December 2012 - February 2015
West Valley National Bank November 2011 - October 2012
Wells Fargo May 2010 - August 2011
Desert Schools Federal Credit Union August 2007 - May 2010
First National Bank of Arizona August 2006 - June 2007
Wells Fargo Bank November 2003 - June 2006
Skills
Commercial Banking, Loans, Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Loan Origination, Small Business Lending, Mortgage Lending, Commercial Mortgages, Underwriting, Retail Banking
Education
Colorado State University 1993 — 1996
Agricultural Business and Management
Fidelity Investments October 2014 - Present
Fidelity Investments May 2012 - October 2014
Merrill Lynch November 2011 - March 2012
Wells Fargo November 2006 - September 2011
Wachovia, A Wells Fargo Company November 2006 - May 2011
Wells Fargo Bank November 2006 - May 2011
Skills
Investment Strategies, Securities, series 9, series 10, Series 7, Series 63, Investments, Wealth Management, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Financial Advisory, Portfolio Management, Retirement, Strategic Financial..., Wealth Management...
Education
Colorado State University-Global Campus 2014 — 2017
Business Management
Northern Arizona University 2003 — 2004
Secondary Education
Northern Arizona University 2003 — 2004
Rio Salado College 2001 — 2003
Deer Valley High School 1999 — 2003
Wells Fargo Capital Finance January 2015 - Present
JDS Photography, LLC May 2005 - Present
Wells Fargo April 2011 - January 2015
Wells Fargo Bank April 2009 - April 2011
Wells Fargo Financial May 2008 - April 2009
Skills
Loans, Analysis, Customer Service, Retail Banking, Business Development, Insurance, Due Diligence
Education
Colorado State University 2004 — 2008
Bachelor of Science, Business Administration; Business Management
Wells Fargo Bank September 2011 - Present
Wells Fargo Bank Washington Region September 2007 - September 2011
Wells Fargo Bank April 2003 - September 2007
Wells Fargo Bank September 2001 - April 2003
Skills
Loans, Banking
Education
Colorado State University 2010 — 2013
Masters, Business Administration
Vanguard University
Bachelor of Arts, Business Administration
Wells Fargo Bank March 2005 - Present
Skills
Marketing Strategy, Leadership, Sales, Mortgage Lending, Customer Service, Risk Management, Microsoft Excel
Education
Columbia College Chicago
Bachelor of Arts (B.A.), American History (United States)
Gray Insurance Agency May 2012 - Present
COLONIAL LIFE June 2011 - January 2012
WELLS FARGO BANK January 2007 - February 2009
Wells Fargo Bank April 2005 - January 2007
FORRESTER & GRAY INSURANCE AGENCY July 2002 - April 2005
Skills
Insurance, Banking, Employee Benefits, Cold Calling, Sales, Customer Service, Sales Management, Marketing, Customer Retention, Fixed Annuities, Direct Sales, Customer Satisfaction, Life Insurance, Loans, Management, Marketing Strategy, Leadership, Small Business, Account Management, Selling, Training
Education
Colorado State University
Bachelor of Arts, Social Science
Texas Christian University
Master of Liberal Arts, Liberal Arts
Yodle May 2013 - Present
Yodle January 2013 - May 2013
Yodle April 2012 - January 2013
Yodle Inc September 2011 - April 2012
Green Mountain Junior Football Association July 2008 - November 2010
OTOD-Custom Garage Doors and Interiors August 2008 - March 2009
Western Beverage August 2008 - March 2009
Wells Fargo Bank June 2007 - August 2008
Wells Fargo Bank May 2005 - June 2007
Rossborough Park March 2006 - May 2007
Skills
Sales, Cold Calling, Customer Service, Marketing, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning, PowerPoint, Inventory Management, Small Business, Strategic Planning, QuickBooks, Budget, Salesforce.com, CRM, Customer Retention, Account Management, Advertising, Marketing Strategy, Online Marketing, Online Advertising, New Business Development, SEO, SEM, PPC
Education
Colorado State University 2001 — 2005
Bachelors of Science, Business Administration
Bolthouse Farms February 2015 - Present
Nestle USA September 2014 - February 2015
Bolthouse Farms November 2011 - September 2014
Lowe's April 2010 - November 2011
City of Delano January 2008 - April 2010
Continental Labor & Staffing Resources Inc February 2006 - January 2008
WELLS FARGO BANK July 2005 - January 2006
provident bank 2002 - 2005
Skills
Employee Relations, Immigration Compliance, Benefits Administration, Human Resources, Foreign Sponsorships, Recruiting, Management, Agriculture, Wage & Hour Laws, ADP Payroll, Accounts Payable, Administration, Analysis, Applicant Tracking..., College Recruiting, Data Entry, Deferred Compensation, Employee Benefits, Employee Engagement, FMLA, HRIS, Hiring, I-9 Compliance, Immigration Issues, Interviews, Job Descriptions, New Hire Orientations, Onboarding, Payroll, Performance Management, Personnel Management, Sales, Software Documentation, Staffing Services, Succession Planning, System Administration, Talent Acquisition, Talent Management, Temporary Placement, Time Management, Training, Workforce Planning, Immigration Law, Awesomeness, Microsoft Office
Education
Colorado Technical University 2009 — 2012
Master Degree of Science (MSM), Business Administration, Management and Operations, 4.00
Colorado Technical University 2007 — 2009
Bachelor of Arts (BA), Operations Management, 4.0
Colorado Technical University 2005 — 2007
Associate of Science (AA), Business Administration, Management and Operations, 3.33
Wells Fargo Bank April 2008 - Present
Citi January 2002 - March 2008
Citi July 1994 - December 2001
Skills
Project Management, PMO, SDLC, Business Analysis, Vendor Management, Software Project..., Business Requirements, IVR, Telecommunications..., Telecommunications
Education
Colorado Technical University-Sioux Falls 2003 — 2006
Master of Science (MS), Information Technology Project Management
South Dakota State University 1983 — 1987
Bachelor of Science (BS), Electrical and Electronics Engineering, 4.0
Colorado State University August 2013 - Present
Colorado State University August 2008 - June 2013
Metropolitan State University of Denver 2005 - 2009
Front Range Community College 2006 - 2008
Paradise Pen Company 2005 - 2006
Metropolitan State University of Denver 2003 - 2005
University of Colorado Bou August 2000 - May 2003
Wells Fargo Bank January 2000 - July 2000
Office Depot October 1999 - December 1999
Skills
Research, Matlab, C++, Mathematical Modeling, C, LaTeX, Applied Mathematics, Differential Equations, Teaching, Fortran, Statistics
Education
Colorado State University 2008 — 2013
Ph.D., Mathematics
University of Colorado Boulder 2000 — 2003
MS, Applied Mathematics
Universidad de Puerto Rico - Humacao 1994 — 1999
BS, Computational Mathematics
Wells Fargo Bank
Education
Mount Marty College 1994 — 1996
Bachelor of Arts (BA), English and History
St. Cloud State University 1991 — 1994
Colorado Technical University-Sioux Falls
Master of Business Administration (MBA)
Empire Hospitality June 2015 - Present
Umpqua Bank April 2009 - Present
Bank of Clark County July 2007 - January 2009
Wells Fargo Bank September 2005 - June 2007
Skills
Small Business Lending, Consumer Lending, Credit Analysis, Commercial Banking, Credit, Loans, Banking, Commercial Lending, Lines Of Credit
Education
Colorado State University
Colorado State University
Cardinal Bank June 2015 - Present
Wells Fargo May 2014 - June 2015
Wells Fargo Bank April 2010 - May 2014
Skills
Credit Analysis, Sales, Banking, Finance, Relationship Management, Commercial Lending, Commercial Banking, Small Business Lending, Credit Risk, Lines Of Credit, Financial Risk
Education
Colorado State University-Global Campus 2011 — 2014
Master of Science (M.S.), Management With a Specialization in Finance
Colorado State University-Pueblo
Bachelor of Science (B.S.), Automotive Industry Management
Mo Star Equine Wellness Center 2010 - Present
Young Living Essential Oils December 2009 - Present
T&B Treasures Inc June 2003 - Present
State of CA Notary 2002 - 2008
Wells Fargo Bank 1999 - 2002
Education
Columbia College
University of Maryland
BI Consultants group June 2011 - November 2014
Aljazeera Market January 2006 - May 2011
Wells Fargo Bank February 1999 - December 2005
Skills
Areas include Oracle..., Create and test..., Backup and recovery..., Developed database..., Developed SQL & Shell...
Education
Colorado Technical University 2014 — 2016
Master of Computer science, Database Technology, 3.5
Metro University 2004 — 2008
Bachelor of Information Technology, Information Technology, 2.5
Omdurman Ahlia University 1992 — 2007
Bachelor of Economic and Business Administration Science, Management, 3.00