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
Azteria October 2003 - Present
Medical Resource Network April 2001 - October 2003
i2 Technologies March 2000 - April 2001
Bill Control (Links) December 1997 - March 2000
Wells Fargo Bank August 1995 - December 1997
Skills
Linked Data, Product Development, Staffing Services, Business Modeling, RDF, Semantic Web, Alliance Management, Online Community..., Social Business Design, Strategic Alliances, Marketing Strategy, Software Development, Network Effects, Sales Operations, SaaS, Enterprise Software, SEO, B2B, Social Networking, Consulting, Community Development, Healthcare, Business Development, Temporary Placement, Executive Management, Management, Recruiting, Thought Leadership, Integration, Start-ups, Entrepreneurship, Strategic Partnerships, Strategy, Online Advertising, Networking, Product Management, Sales, Search, CRM, Leadership, E-commerce, Analytics, Lead Generation, Analysis, SEM, Online Marketing, Angel Investing, Competitive Analysis, Salesforce.com, PPC
Education
Cornell University - Johnson Graduate School of Management 1993 — 1995
MBA, Entrepreurship, IT
University of Southern California 1987 — 1991
BA, History
Hasso Platner Institute
The First National Bank in Sioux Falls June 2014 - Present
Wells Fargo March 2013 - May 2014
Wells Fargo Bank October 2011 - February 2013
Sioux Falls Federal Credit Union February 2010 - July 2011
Skills
Loans, Banking, Finance, Commercial Banking, Credit, Lines Of Credit, Loan Origination, Credit Analysis, Financial Analysis, Loan Servicing, Commercial Lending, Relationship Management, Personal Banking, Equipment Finance, Transportation Finance, Customer Service, Portfolio Management, Sales
Education
Dakota State University 2006 — 2008
Bachelors, Finance
Southwest Minnesota State University 2004 — 2006
General Studies, Chemistry
Chester High School 2000 — 2004
Google July 2013 - Present
Google January 2013 - April 2014
Google Inc March 2011 - July 2013
Google Inc April 2009 - March 2011
Google Inc July 2008 - April 2009
Wells Fargo Bank May 2007 - August 2007
Skills
Analytics, Training, Data Analysis, Management, Google Adwords, Online Marketing, Leadership, SEM, Online Advertising, Business Strategy, Project Management, Process Improvement, Advertising
Education
Cornell University 2005 — 2008
B.S., Hotel Administration, 3.92 Class Rank: 2
Ithaca College 2004 — 2005
School, Humanities and Science
Lansing 2000 — 2004
Unum December 2012 - Present
Ashford University December 2011 - December 2012
American Medical Response December 2007 - November 2011
J&J Realestate August 2006 - March 2007
CSD Sports Framing August 2005 - January 2006
Wells Fargo Bank 2001 - 2002
Skills
Microsoft Works, Excel, Public Speaking, Customer Service, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Cpr Certified, Data Entry, Research, Critical Thinking, Leadership, Teaching, Healthcare, Access, Team Building, Training, Coaching, Data Analysis, Process Scheduler, Time Management, Event Planning, Adult Education, Interviews, Program Management, Microsoft Excel
Education
San Francisco State University 2004 — 2006
Bachelor of Arts, Liberal Studies
San Francisco State University 2004 — 2006
Bachelor of Arts, Liberal Studies
Cuyamaca College 2001 — 2004
Associates Degree, Liberal Studies
Coronado High School
Coronado High School
Cuyamaca College
Associates Degree, Liberal Studies
Sovos Compliance October 2014 - Present
Convey January 2013 - Present
Convey April 2012 - January 2013
PointPath Corp August 2011 - April 2012
Meritide August 2011 - April 2012
Epicor Software Corp March 2011 - August 2011
Epicor August 2010 - March 2011
Wells Fargo Bank February 2005 - July 2010
Skills
Lead Generation, CRM, Sales Operations, SaaS, Business Development, Customer Service, Cold Calling, Salesforce.com, Solution Selling, Sales, Account Management, Channel Partners, Cloud Computing, Microsoft Office, Management, Strategic Partnerships, Sales Presentations, SharePoint, ERP, Enterprise Software, Microsoft Excel, Partner Management, New Business Development, Sales Process, Selling, Business Intelligence, Direct Sales, Networking, Sales Management, Software Industry, Pre-sales, Vendor Management, Windows, Process Improvement, Team Leadership, Business Analysis, B2B, Leadership, Cross-functional Team..., Product Marketing, Product Management, Project Management, Strategy, Marketing, Strategic Planning, Professional Services, Business Alliances, Customer Relations, Excel, Morale
Education
Dakota State University 1999 — 2001
Bachelors, Business Administration/Management
Maple River High School 1991 — 1995
Metro Equity Management LLC May 2008 - Present
Glenrose Floral June 2002 - February 2009
Wells Fargo Bank March 2007 - April 2008
Potbelly Sandwich Works August 2004 - November 2006
Skills
Customer Service, Retail, Event Management, Microsoft Office, Peachtree, Accounts Payable, Accounts Receivable, Internal Communications, Office Management, Training, Time Management
Education
Dakota County Technical College 2012 — 2016
Associate of Arts and Sciences (AAS), Accounting
Chaska High School 2001 — 2004
Infogressive, Inc. February 2013 - Present
AmSan October 2012 - December 2012
Dell Services March 2011 - November 2012
Wells Fargo Bank March 2008 - October 2010
SoultionOne January 2006 - January 2007
Hewlett-Packard May 1999 - May 2006
Hewlett-Packard January 1999 - January 2006
Computer Services inc June 1995 - May 1999
Stereo West 1991 - 1995
Skills
Customer Service, Sales&Marketing, Cold Calling Experience, Business Sale, Preaching, Teaching, Sales, Microsoft Office, Cold Calling, Outlook, Sales Management, Call Centers, Time Management, Recruiting, Account Management, Public Speaking, Management, Team Building, Team Leadership, Sales Operations, Leadership, Strategic Planning
Education
Crown College 1985 — 1989
christian ministries
Crown College 1985 — 1989
BA, Christian Ministry
Wells Fargo March 2014 - Present
Wells Fargo 2012 - 2014
Wells Fargo Bank March 2011 - February 2012
Skills
Banking, Microsoft Office, Loans, Credit, Financial Analysis, Credit Analysis, Mortgage Lending, Relationship Management, Small Business Lending, Consumer Lending, Mortgage Banking, Commercial Lending, Commercial Banking, Loan Origination, Customer Service
Education
University of Colorado at Boulder 2008 — 2010
bachelors, Economics
Covenant College
Capital One September 2013 - Present
Capital One February 2012 - August 2013
Wells Fargo August 2010 - February 2012
Wells Fargo Bank July 2009 - August 2010
Skills
Call Center, Banking, Customer Service, Telephone Skills, Customer Relations, Coaching, Credit Cards, Loss Mitigation, Collections, Call Centers, Risk Management, Loans, Consumer Lending, Microsoft Office, Mortgage Lending, Relationship Management, Credit, Management, Process Improvement, Leadership
Education
Dakota State University 2005 — 2009
BADM, Management
Wells Fargo Bank May 2014 - Present
HSBC Bank February 2013 - May 2014
American Income Life January 2011 - January 2012
FEDERAL HOME LOAN BANK February 2004 - December 2010
FEDERAL HOME LOAN BANK January 1999 - January 2004
AMERICAN EXPRESS BANK, LTD January 1989 - January 1999
CITIBANK, N.A. December 1985 - January 1989
Skills
Banking, Branch Banking, Risk Management, Compliance, CRM, Finance, Management, Training, Credit, Financial Services, Investments, Insurance, Coaching, Auditing, Sales, Time Management
Education
Pace University 1995 — 1997
Associate
Cornell University
The Boston Consulting Group September 2014 - Present
Northwestern Mutual January 2013 - September 2014
Northwestern Mutual April 2012 - January 2013
Aerotek Scientific November 2010 - March 2012
Wells Fargo Bank July 2006 - November 2010
Skills
Staffing Services, Recruiting, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Interviews, College Recruiting, Training, Finance, Onboarding, Coaching, Customer Service, Leadership, Contract Recruitment, Networking, Time Management, Management, Microsoft Excel, Microsoft Office
Education
San Francisco State University 2006 — 2008
Business Administration, Human Resource Management
Cuesta College 2004 — 2006
Associate of Science (A.S.), Transfer Studies
Wells Fargo Bank 2005 - Present
Skills
Loans, Financial Services, Treasury Management, Banking, Credit, SBA, Commercial Lending, Lines Of Credit, Program Management, Finance
Education
Creighton University 2004 — 2006
MBA
Creighton University 1996 — 2000
Finance
Citizens Bank 2010 - Present
RBS Citizens July 2007 - December 2009
Wells Fargo Bank June 2004 - June 2007
Skills
Credit, Banking, Commercial Lending, Commercial Banking, Risk Management, Portfolio Management, Executive Management, Financial Analysis, Vendor Management, Loans, Financial Risk, Due Diligence, Credit Analysis, Mutual Funds, Budgets, Cash Management, Credit Risk, Financial Services
Education
Northeastern University - Graduate School of Business Administration 1981 — 1983
MBA, Business
East Carolina University - College of Business 1977 — 1980
Bachelor of Science (BS), Marketing
River City Bank March 2013 - Present
Wells Fargo Bank December 2004 - March 2013
Bank of America June 1985 - December 2004
Skills
Commercial Lending, Financial Modeling, Business Development, Loans, Commercial Banking, Portfolio Management, Credit, Corporate Finance, Strategy, Credit Analysis, Derivatives, Management, New Business Development, Relationship Management, Underwriting, Trade Finance, Treasury Management, Banking, Commodity
Education
Cornell University 1984 — 1986
MBA, Finance, Accounting
University of California, Davis 1980 — 1984
BS, Agricultural Economics
Skyfall Bar April 2015 - May 2015
Wells Fargo Bank June 2012 - February 2015
Tishman Speyer May 2011 - August 2011
Le Cirque May 2010 - August 2010
HK Hotels May 2009 - August 2009
Skills
Hospitality, Hospitality Finance, Commercial Real Estate, Financial Analysis, Microsoft Excel, Excel Models, MS Excel Pivot Tables, Hospitality Management, Microsoft Office, Hotels, PowerPoint, Event Planning
Education
Cornell University 2009 — 2012
Bachelor of Science (BS), Hospitality Administration/Management
University of North Carolina at Chapel Hill 2008 — 2009
Wells Fargo Bank September 2009 - Present
HSBC May 1996 - March 2008
Skills
Applicant Tracking..., Onboarding, Recruiting, Employee Relations, Talent Management, Technical Recruiting, Performance Management, Succession Planning, Temporary Placement, Employee Engagement, Deferred Compensation, Interviews, Human Resources, Relationship Management, Leadership, Management, Credit, Banking
Education
Cornell University 2002 — 2003
HR Law certification
Hillside Public Schools September 2013 - Present
Things Remembered 2009 - Present
Newark Public Schools September 2012 - June 2013
Wells Fargo Bank January 2012 - October 2012
Rahway High School September 2011 - December 2011
Randolph Middle School January 2011 - May 2011
Skills
Bilingual, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Lotus Notes
Education
Kean University 2009 — 2011
Bachelor of Arts (B.A.), Mathematical Science (K-12 Education)
County College of Morris 2007 — 2009
Associate of Science (A.S.), Applied Mathematics
Roxbury High School 2003 — 2007
Diploma
Beresford School District June 2014 - Present
Quality Lenders Inc. April 2013 - April 2014
Surrounding School Districts January 2013 - April 2013
Dakota State University January 2012 - December 2012
Wells Fargo November 2011 - January 2012
CCC Information Services April 2011 - January 2012
Spherion April 2011 - January 2012
Wells Fargo Bank 2011 - 2012
CCC Information Services April 2011 - September 2011
Harrisburg School District February 2009 - August 2010
Skills
Research, Social Media, Wellness, Photoshop, Fitness, Event Planning, Educational Technology, Public Speaking, Management, Organization, Independence, Teamwork, Human Resources, Time Management
Education
Dakota State University 2004 — 2012
Bachelor of Science (B.S.), Elementary Education
Dakota State University 2007 — 2010
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
West Sioux High
General
American Express November 2014 - Present
American Express September 2013 - October 2014
Barclays Capital May 2011 - August 2013
Wells Fargo Bank June 2008 - April 2011
Lehman Brothers June 2007 - August 2007
Skills
Strategy, Fixed Income, Management, Bloomberg, Capital Markets, Financial Modeling, Foreign Exchange, Corporate Finance, Financial Analysis, Investment Banking, Corporate Law, Financial Risk, Business Development, Sales, Derivatives, Risk Management, Financial Advisory, Due Diligence, Portfolio Management, Finance, Real Estate
Education
Cornell University 2004 — 2008
Bachelor of Science (BS)
ModernLend 2013 - Present
Wells Fargo Bank September 2010 - May 2013
Ernst & Young September 2008 - September 2010
Skills
Financial Analysis, Due Diligence, Microsoft Office, Real Estate, Investments, Financial Modeling, Microsoft Excel, Valuation, Finance, Analysis, Market Research
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2004 — 2008
Bachelor's degree, Hospitality Administration/Management
JLL's Hotels & Hospitality Group January 2015 - Present
JLL Hotels & Hospitality Group August 2013 - Present
Caesars Entertainment Corporation July 2012 - July 2013
Wells Fargo Bank June 2011 - August 2011
Horwath HTL June 2010 - August 2010
Skills
Hotels, Hospitality, Entrepreneurship, Real Estate, Casino, Microsoft Excel, PowerPoint, Tourism, Private Equity, Finance, Revenue Analysis, Management
Education
Cornell University 2008 — 2012
Bachelor of Science, Hotel Administration
University Laboratory High School
KeyBank Real Estate Capital April 2015 - Present
KeyBank Real Estate Capital 2013 - April 2015
KeyBank Real Estate Capital 2010 - 2013
KeyBank Real Estate Capital 2008 - 2010
Land Capital Group 2007 - 2008
Wells Fargo Bank 2004 - 2007
Wells Fargo 2003 - 2004
Wells Fargo 2000 - 2003
Morgan Stanley Dean Witter Online 1999 - 2000
Fidelity Investments 1994 - 1999
Skills
Risk Management, Customer Relations, Real Estate, Financial Analysis, Leadership, Forecasting, Customer Service, Portfolio Management, Finance, Project Management, Loans, Management, Analytics, Training, Staff Training, Staff Development, Credit Risk, Asset Underwriting, Credit Underwriting, Relationship Management, Account Management, Business Development, Negotiation, Real Estate Underwriting, Commercial Real Estate, Commercial Loan..., Loan Origination, Underwriting, Real Estate Capital, Data Integrity, Portfolio Strategies, Reporting, Land Acquisition Loans, Commercial Loan..., Residential Development, Loan Agreements, Unsecured Lines of..., Interim Financing, Workout, Debt Restructuring, Debt Management, Debt & Equity Financing, Credit Analysis, Banking, Credit
Education
Cornell University - Johnson Graduate School of Management 2011 — 2011
Executive Leadership Certificate, Leadership
University of Utah - David Eccles School of Business 2000 — 2002
MBA, Business, Economics
Westminster College
BA in International Business
U.S. Bank November 2012 - March 2015
Community Resource Bank December 2008 - November 2012
Minnwest Bank 2005 - 2007
Wells Fargo Bank 1985 - 2005
ITT Industrial Credit 1975 - 1985
US Army 1968 - 1970
Skills
Small Business Lending, Credit Analysis, Banking, Credit Risk, Credit, Loans, Portfolio Management, Underwriting, Risk Management, Financial Analysis, Commercial Banking, Asset Based Lending, Investments, Team Building, Commercial Lending, Revolving Lines of..., C&I Lending, Cash Flow Lending, Asset Backed Lending, Repossessions, Debt Restructuring, Work-Out, Forbearance, Deed in Lieu, Mortgage Modification, Loan Work-outs, OREO, Senior Debt, Finance, Community Development, Mortgage Lending
Education
Concordia University-St. Paul
Bachelor of Arts (B.A.), Organizational Management and Leadership
De La Salle HS
Northrim Bank March 2012 - Present
Northrim Bank August 2010 - March 2012
Wells Fargo Bank September 2000 - August 2010
Skills
Credit, Loans, Banking, Commercial Banking, Commercial Lending, Financial Analysis, Retail Banking, Consumer Lending, Small Business Lending, Cross Selling, Credit Analysis, Loan Origination, Mortgage Lending, Lines Of Credit, Finance
Education
Corban University 1995 — 1999
Bachelor of Science (BS), Business Administration, Management and Operations
Susquehanna Bank April 2013 - Present
Wells Fargo Bank May 2010 - May 2013
National Penn Bank June 2008 - May 2010
Sterling Financial Corporation 1993 - June 2008
Skills
Banking, Commercial Lending, Credit, Credit Analysis, Loans, Commercial Banking, Consumer Lending, Risk Management, Retail Banking, Small Business Lending, Small Business, Real Estate, Lines Of Credit, Financial Analysis, Wealth Management, Underwriting, Cash Management, Financial Services, Investments, Loan Origination, Portfolio Management, Leadership, Credit Risk, Relationship Management, Asset Management, Mergers & Acquisitions, Mutual Funds, Retirement Planning, Executive Management, Treasury Management, Corporate Finance, Asset Based Lending, Finance, Commercial Mortgages, Strategic Financial..., SBA, Cash Flow
Education
Cornell University 1980 — 1984
B.S., Economics/Business Administration
Wells Fargo Home Mortgage March 2003 - August 2008
Wells Fargo Bank March 1999 - March 2003
Deluxe Corporation March 1996 - February 1999
Sanwa Bank of California 1995 - 1996
Wells Fargo Bank 1987 - 1995
Home Fed Bank San Diego 1980 - 1986
Skills
Strategy, Marketing, Product Management, Competitive Analysis, Management, Recruiting, Project Management, Leadership, Banking, Strategic Planning, Financial Services, Marketing Strategy, Market Research, Training, Product Development, Marketing Communications, Sales, Business Development, Analytics, Cross-functional Team..., Risk Management, Vendor Management, CRM, Program Management, Process Improvement, Strategic Partnerships, Business Analysis, Executive Management, Start-ups
Education
PMI - 6 Sigma Study 2010 — 2011
LSSBB, Lean Six Sigma Black Belt
Project Management Institute 2010 — 2011
PMP, Project Management Professional
University of California, Berkeley 2009 — 2010
Project Management
Cuesta College
Web Development Technologies Certification
JP Morgan Chase Bank, N.A. June 2012 - Present
Wells Fargo Bank August 2011 - June 2012
Bouchard Insurance June 2010 - August 2011
American General Finance March 2007 - June 2010
Education
Connecticut College 1997 — 2001
BA, Economics
Culver Military Academy 1993 — 2000
College Preparatory
1010data 2014 - 2015
SAC Capital June 2013 - 2014
Investment Technology Group, Inc. September 2008 - July 2013
Bevscout January 2012 - 2012
Majestic Research September 2008 - October 2010
Student at Cornell University - S.C. Johnson Graduate School of Management School of Management September 2006 - May 2008
Cowen and Co. May 2007 - August 2007
Wells Fargo Bank 2003 - 2006
Higherbyte 2001 - 2003
Ask.com 1997 - 1999
Skills
Valuation, Market Research, Equities, Equity Research, Investment Banking, Data Analysis, Due Diligence, Financial Modeling, Mergers & Acquisitions, R, Business Strategy, Portfolio Management, SQL, Databases, Bloomberg, Python, Statistical Tools, Machine Learning, Capital Markets, Big Data, Alternative Energy, Unstructured Data, R&D, Text Analytics, Tableau, alternative data
Education
University of California, Berkeley 1996 — 2000
BA, Cognitive Science and Artificial Intelligence
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
MBA
Home August 2010 - Present
Bank of America Home Loans October 2009 - August 2010
Bank of America July 2000 - August 2008
Bank of America September 2005 - March 2007
FCF Mortgage Corporation June 1997 - July 2000
First Fidelity Thrift & Loan February 1995 - May 1996
Cal Docs, Inc. December 1993 - May 1994
Orange National Bank September 1992 - December 1993
Wells Fargo Bank May 1978 - June 1992
Education
Pepperdine University 1975 — 1977
Administrative Science
Cypress College 1970 — 1973
Business Administration
University of California, Los Angeles 1966 — 1967
Engineering
Servite High School 1962 — 1966
Wells Fargo Bank April 2009 - Present
Wachovia Bank June 2008 - April 2009
MassMutual Financial Group June 2007 - August 2007
Skills
Credit Analysis, Bloomberg, Public Speaking, Derivatives, Direct Sales, Sales Process, Sales Presentations, Financial Risk, Risk Management, Base Metals, Microsoft Excel, Commodity Risk..., Team Leadership, Calypso, Endur, Compliance, Salesforce.com, CRM, Fixed Income, Valuation
Education
Cornell University 2005 — 2008
Bachelor of Arts (B.A.)
Saint Mark's School
Avon October 2013 - Present
Haasome Boutique May 2006 - Present
Wells Fargo bank February 2008 - May 2012
Prestige Motorsports January 2001 - January 2006
Skills
Sales, Retail Banking, Invoicing, Customer Service, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Data Entry, Operational Excellence, Mas 90, Positive Team Player, Dedication to..., Highly Dedicated, Administrative..., Waitressing, Multi Tasking, Accounts Receivable, Receptionist Duties, Teamwork, Investigation, Cash Management, QuickBooks, Critical Thinking, Banking, Team-oriented, Fundraising, Retail, Team Leadership, Inventory Management, Office Administration, Telephone Skills, Time Management
Education
Ashford University 2013 — 2016
Bachelor of Arts (BA), Early Childhood Education and Teaching
PennFoster Career School 2012 — 2013
Certificate/Diploma, Private Investigation, A
Cypress College 2009 — 2011
Human Services Criminal Justice Certificate, Criminal Justice, Early Childhood Education
Goetz Manderley Property Management Marketing & AdvertisingRE/MAX Central Santa RosaAugust 2007 - December 2013
Re/Max Central August 2007 - December 2013
RE/MAX August 2007 - December 2013
Wells Fargo Bank / Mortgage May 2001 - August 2007
Wells Fargo Bank January 2006 - January 2007
Wells Fargo Home Mortgage January 2001 - January 2007
Wells Fargo Home Mortgage 2001 - 2007
Skills
Training, Real Estate, Marketing, Mortgage Lending, Recruiting, Time Management, Sales, Advertising
Education
Empire College 2010 — 2015
Associate's degree, Accounting
Empire College 2011 — 2013
In Process, Accounting Technology/Technician and Bookkeeping
Cuesta College
Business Administration
Cuesta College 1996 — 1998
S.T.E, Business Administration
Empire College
Pinnacle Bank March 2010 - Present
Wells Fargo Bank June 2004 - February 2010
Skills
Commercial Lending, Small Business Lending, Loans, Credit Analysis, Credit, Banking, Underwriting, Mortgage Lending, Credit Risk, Commercial Mortgages, Consumer Lending, Financial Analysis, Finance, Portfolio Management, Relationship Management
Education
Creighton University 2000 — 2004
BSBA, Finance, General
Glazers Wholesale Distributors June 2015 - Present
Glazer's Distributors December 2013 - July 2015
Lake Charles Coca-Cola Bottling Company December 2006 - March 2013
Coca-Cola Bottling Company United January 1999 - March 2013
Coca Cola Bottling Company January 2003 - January 2006
Coca Cola Bottling Company January 2000 - January 2003
Coca Cola Bottling Company January 2000 - January 2003
Coca Cola Bottling Company January 1999 - January 2000
Wells Fargo Bank January 1996 - January 1998
Skills
Key Account Management, Key Account Development, Sales Management, Management, Sales, New Business Development, Customer Satisfaction, Business Development, B2B, Merchandising, Customer Service, Cold Calling, Product Development, Grocery, Consumer Products, Sales Operations, Forecasting, Account Management, Marketing Strategy, Direct Sales, National Accounts, Time Management, Profit, Marketing, Beverage Industry, Retail, Direct Store Delivery
Education
San Bernardino High School 1990 — 1994
Crafton Hills College
Wells Fargo Home Mortgage November 2012 - Present
Wells Fargo Financial May 2005 - November 2011
Wells Fargo Investments/ Call Center November 2003 - May 2005
Wells Fargo Bank August 1997 - November 2003
Skills
Identifying risk and..., Recommending policies..., Identifying red flags..., Credit, Risk, Loans, Operational Risk, Risk Mitigation, Fraud, Policy, Auditing, Funding, Recommendations, Credit Risk, Risk Management, Banking, Compliance, Underwriting, Financial Risk, Process Improvement, Risk Assessment
Education
St Mary's University, Minneapolis,MN 2001 — 2004
Master of Science, Project Management
Crown College 2000 — 2001
31 credits for BS, Leadership and Management in Computer Networking
San Francisco International Airport 2009 - Present
San Francisco International Airport 2004 - 2009
ARKHAM Consulting 1999 - 2004
Distributed Trust Management Inc. 1999 - 2002
Pilot Network Services 1998 - 1999
Wells Fargo Bank 1996 - 1998
Digitial Equipment Corporation 1986 - 1996
Education
Cornell University 1982 — 1986
BSEE'86
Phillips Exeter Academy
Interactive Data Corporation July 2001 - Present
Expect Miracles Foundation - Financial Services Against Cancer January 2007 - Present
Investors Bank and Trust 1996 - 2001
Bank of Boston 1992 - 1996
Wells Fargo Bank 1990 - 1993
United States Marine Corps January 1987 - April 1991
Skills
Financial Services, Securities, Financial Markets, Fixed Income, Mutual Funds, Equities, Series 7, Alternative Investments, Capital Markets, Hedge Funds, Corporate Actions, Trading, Investments, Wealth Management, Investment Management, Asset Allocation, Portfolio Management, Derivatives, Electronic Trading, Financial Analysis, Trading Systems, Back Office, Options, Risk Management, Bloomberg, Venture Capital, Valuation, FX Options, Bonds, Market Data, Relationship Management, Asset Management, Series 63, Asset Managment, Private Equity, Morningstar
Education
Northeastern University - Graduate School of Business Administration 1999 — 2001
MBA, Business
Northeastern University 1998 — 2001
MBA
Norwich University 1982 — 1986
BS
Braintree High School 1978 — 1982
Liberty Mutual Insurance August 2008 - April 2014
PETCO Animal Supplies, Inc. January 2006 - July 2008
Union Bank of California October 2002 - October 2005
Wells Fargo Bank September 2001 - August 2002
Skills
Customer Service, Call Centers, Insurance, Property & Casualty..., Claim, Health Insurance, Employee Benefits, Training, Life Insurance, Leadership, Process Improvement
Education
Cypress College 1998 — 2000
Watermarks March 2014 - Present
BlackRock July 2006 - February 2014
Wells Fargo Bank May 2004 - July 2006
CSAA July 2002 - May 2004
Food.com 2002 - 2002
Skills
Business Analysis, Management, Integration, Business Process, SDLC, Enterprise Software, Agile Methodologies, CRM, Portfolio Management, Consulting
Education
Dalhousie University 1993 — 1995
MBA
Western University 1985 — 1988
BA, ACS
SAP - Mobile Development June 2012 - Present
Sybase October 2008 - June 2012
Sybase May 2007 - September 2008
Wells Fargo Bank January 2003 - April 2007
Xerox November 1999 - September 2002
GRL Engineers, Inc. November 1991 - October 1999
Skills
Enterprise Software, Enterprise Architecture, SOA, SaaS, Software Project..., People Management, Software Development, SDLC, Agile Methodologies, Scrum, Design Thinking, Java, .NET, Web Applications, OSGi, Open Source, Telco Messaging, Solution Architecture, Cloud Computing, Management, Web Services
Education
Cornell University
MSc, Engineering
University of New South Wales
BE & BSc, Civil Engineering & Computer Science
Self-employed October 2012 - Present
Wells Fargo Bank June 2011 - October 2012
Skills
CNA, Cpr Certified, Home Care, Geriatric Nursing, Wound Care, Diabetes Management, Peritoneal Dialysis, Palliative Care, Cancer, Cognitive Impairment
Education
American Red Cross 2013 — 2013
CNA
Cuesta College 2001 — 2004
Associate of Science (AS), Human Biology
Relyea Zuckerberg Hanson, LLC July 2012 - Present
U.S. Trust Bank of America Private Wealth Management September 2009 - November 2011
PNC Wealth Management/Hawthorn July 2000 - September 2009
Chase Manhattan Private Wealth Management/PFG June 1994 - July 2000
Connecticut National Bank/Shawmut/Fleet Bank October 1988 - June 1994
Wells Fargo Bank September 1983 - October 1988
Morgan Guaranty Trust Company/JP Morgan September 1971 - September 1983
Skills
Wealth Management, Investments, Private Banking, Strategic Financial..., Investment Banking, Finance, Risk Management, Relationship Management, Business Strategy, Mergers & Acquisitions, Business Development, Executive Management, Alternative Investments, Loans, Securities, High Net Worth...
Education
Cornell University - Johnson Graduate School of Management 1969 — 1971
MBA, Accounting and Finance
DePauw University
Bachelor of Arts (B.A.), Economics
Scalvin Group July 2013 - Present
Wells Fargo Bank November 2007 - Present
Skills
First Time Home Buyers, Investment Properties, Management, Short Sales, Real Estate, Foreclosures, Credit, Customer Service, Banking, FHA, Loans, Mortgage Banking, Mortgage Lending, Refinance, Sales, Loan Origination, Residential Mortgages, REO, Real Estate Transactions, Investments, Credit Analysis
Education
Concordia University-St. Paul 2009 — 2010
HUMAN RESOURCE MANAGEMENT
Wells Fargo Bank August 2011 - Present
U.S. Bank November 2004 - August 2011
First National Bank of Omaha July 2001 - November 2004
First National Bank of Omaha July 2000 - July 2001
Skills
Banking, Commercial Banking, Corporate Finance, Credit Analysis, CRM, Loans, Commercial Lending, Relationship Management, Financial Services, Credit, Consumer Lending, Leadership, Small Business Lending, Portfolio Management, Lines Of Credit, Treasury Management, Asset Based Lending, Cross Selling, Retail Banking, Commercial Mortgages
Education
Creighton University 2003 — 2005
MBA
Creighton University 1996 — 2000
BA
U.S General Services Administration May 2013 - Present
General Services Administration May 2009 - April 2013
St. Louis Universty June 2008 - July 2008
Wells Fargo Bank May 2007 - September 2007
Skills
Real Estate Development, Management, Property Management, Real Estate Transactions, Negotiation, Construction, Contract Management, Leases, Customer Service, Real Estate, Financial Analysis, Marketing, Contract Negotiation
Education
University of Missouri-Kansas City 2010 — 2012
Masters of Business Administration, Real Estate & Finance
Creighton University 2006 — 2009
Bachelor of Science in Business Administration, Economics & Management-Human Resources
U.S. Bank January 2014 - Present
U.S. Bank August 2013 - Present
US Bank August 2011 - August 2013
Girls Incorporated of Omaha May 2008 - August 2011
Wells Fargo Bank May 2006 - April 2008
Skills
Financial Analysis, Sales, Public Speaking, Retirement Planning, PowerPoint, Microsoft Word, Series 63, Outlook, Insurance, Leadership, Microsoft Excel, Wealth Management, Strategic Financial..., Investments, Customer Service, Access, Risk Management
Education
Creighton University 2005 — 2011
B.S.B.A., Economics
BankIowa January 2015 - Present
BankIowa February 2007 - Present
Wells Fargo Bank 1993 - 2007
Crawford Sullivan Law Firm July 1989 - March 1993
Skills
Banking, Wealth Management, Financial Services, Portfolio Management, Investments, Retail Banking, Commercial Banking, Cross Selling, Series 7, Relationship Management, Strategic Financial..., Retirement Planning, Asset Management, Financial Advisory, Executive Management, Estate Planning, Wealth Management..., Strategy, Investment Management, New Business Development, Trust Services, Commercial Lending, Private Banking, Small Business Lending, Consumer Lending, Credit, Credit Analysis, Loans
Education
Creighton University School of Law 1985 — 1988
JD
Creighton University 1982 — 1985
BSBA
Wells Fargo Bank November 2010 - Present
Comerica Bank July 2005 - November 2010
Scotiabank 1991 - 2005
Skills
Corporate Finance, Commercial Lending, Management, Leadership, Risk Management, Public Speaking, Team Building, Business Strategy, Sales Management, Business Relationship...
Education
Dalhousie University
MBA, Master of Business Administration
University of Toronto
B.Sc., Bachelor of Science
SMR Associates January 2015 - Present
Standard & Poor's May 1996 - December 2014
Wells Fargo Bank 1992 - 1996
Security Pacific National Bank 1987 - 1991
Continental Bank 1985 - 1987
AT&T 1979 - 1983
Skills
Capital Markets, Fixed Income, Corporate Finance, High Yield, Debt, Credit Risk, Credit, Credit Analysis, Business Strategy, Banking, Negotiation, Leveraged Finance, Structured Finance, New Business Development, Loans, Sales Management, Team Leadership, Management, Pricing Strategy, Project Finance, Syndications
Education
UCLA Anderson School of Management 1983 — 1985
MBA, Finance/Marketing
Cornell University 1975 — 1979
BS, Agricultural Economics
Best Buy May 2015 - Present
Best Buy October 2013 - May 2015
Ameriprise Financial Services, Inc. July 2011 - October 2013
Wells Fargo Bank October 2009 - July 2011
Wells Fargo Home Mortgage June 2009 - October 2009
Kroll Ontrack June 2007 - April 2009
Skills
ITIL, Project Management, Incident Management, Process Improvement, Microsoft Office, Vendor Management, Customer Service, Software Documentation, Leadership, Lotus Notes, SharePoint, Windows, Information Technology, Monthly Close Process, Unix, Citrix, IT Service Management, Management, Vendor Relationships, Requirements Gathering, Troubleshooting, Disaster Recovery, SDLC
Education
Crown College 2003 — 2007
Bachelor's of Science
Charlotte Russe November 2005 - Present
Rampage November 2003 - November 2005
Kohl's Department Stores January 2003 - November 2003
Kohl’s January 2003 - November 2003
Wells Fargo Bank December 2001 - November 2002
Skills
Recruiting, Talent Management, Team Building, Customer Satisfaction, Coaching, Customer Service, Business Planning, Time Management, Store Management, Visual Merchandising, Loss Prevention, Store Operations, Analysis, Merchandising, Driving Results, New Store Development, New Store Openings, Inventory Control
Education
Crafton Hills College
Munchery February 2015 - Present
Starbucks Coffee Company, La Boulange Bakery May 2013 - February 2015
J.P. Morgan Private Bank June 2011 - May 2013
Stanford Alumni Association September 2010 - June 2011
Wells Fargo Bank June 2010 - August 2010
Born.com April 2010 - June 2010
Lewis Global Public Relations June 2008 - August 2008
Skills
Macroeconomics, Data Analysis, E-commerce, Wealth Management, French, Entrepreneurship, Project Management, Business Strategy, Marketing, Private Banking, Risk Management, Research, Financial Modeling, Economics, Social Media, Strategy, Public Speaking, Leadership, Management, Start-ups, Microsoft Excel, Microsoft Office
Education
Stanford University 2007 — 2011
Bachelor of Arts (BA), International Relations; Comparative and International Economics
Copenhagen Business School 2009 — 2009
International Business Strategy, International Management
Bentley High School 2003 — 2007
Wells Fargo Bank February 2004 - Present
BearingPoint Consulting 1997 - 2001
Deloitte & Touche 1996 - 1997
Skills
Hospitality, Hotels, Real Estate, Loans, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Leadership, Asset Managment, Underwriting, Commercial Lending, Financial Analysis, Real Estate Economics, Asset Management, Due Diligence, Management, Commercial Mortgages, Disposition, Investments, Training & Development, Continuing Education, Credit Risk
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA/MRED, Real Estate
Cornell University 1989 — 1993
BS, Hospitality Management
Wells Fargo Bank June 2002 - Present
Wells Fargo Bank June 2002 - June 2011
Wells Fargo Bank January 2006 - December 2010
Skills
Healthcare Industry, Cash Management, Treasury Management, Asset Based Lending, Commercial Banking, Commercial Mortgages, Small Business Lending, SBA, Merchant Services, Factoring, Real Estate Financing, Consumer Lending, Loans, Commercial Lending, Credit, Finance, Lines Of Credit, Financial Services, Refinance, Mergers & Acquisitions, Credit Analysis, Credit Cards, Business Development, Relationship Management, Underwriting
Education
Cypress College
Business Administration
Wells Fargo December 2014 - Present
Wells Fargo April 2014 - November 2014
Wells Fargo February 2012 - April 2014
Wells Fargo Bank July 2009 - February 2012
Wells Fargo Bank February 2006 - July 2009
Pacific Coast Realty February 2003 - January 2006
Wells Fargo Bank November 2001 - September 2003
Accenture January 2001 - October 2001
DARC Corporation March 2000 - January 2001
Andersen Consulting January 2000 - March 2000
Skills
Business Analysis, SDLC, Project Management, Cross-functional Team..., Banking, Requirements Analysis, Requirements Gathering, SQL, Business Intelligence, Analysis, Business Requirements, Leadership, Software Documentation, Business Process, Team Building, Data Analysis, User Acceptance Testing, Management, Oracle, Team Management, Testing, CRM, Analytics, System Testing, Finance, Sales, Software Development, Financial Services, SharePoint, ETL, Access, Microsoft Excel, Process Improvement, Oracle E-Business Suite, Thought Leadership, Risk Management, Business Process..., Project Planning, Vendor Management, Visio, Training, Data Warehousing, Oracle Forms, MS Project, Microsoft SQL Server, Toad, Business Intelligence..., Tableau, Credit Risk, Basel III
Education
St. Cloud State University 1996 — 1998
BS, Finance
Creighton University 1994 — 1996
Finance, General
YapStone July 2015 - Present
Wells Fargo Bank January 2012 - July 2015
Skills
Credit, Banking, Finance, Retail Banking, Customer Service, Microsoft Excel, Loans, Credit Analysis, Microsoft Office, Time Management, Leadership, Strategic Planning
Education
San Francisco State University 2015 — 2018
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Contra Costa College 2009 — 2013
Associates of arts communication studies, International Finance
Central Christian Church of Arizona July 2014 - Present
Wells Fargo May 2013 - July 2014
Hmong American Partnership April 2013 - August 2013
Minnesota Reading Corps August 2011 - September 2012
Wells Fargo Bank January 2007 - March 2008
Skills
Volunteer Management, Cross-cultural..., Cross-cultural Teams, Event Planning, Organizational..., Community Outreach, Community Development, Public Speaking, Tutoring, Nonprofits, Literacy, English, Teaching, Non-profits
Education
Crown College 2012 — 2015
Master's degree, International Leadership with Community Development
Crown College 2009 — 2011
Bachelor of Arts, TESOL (Teaching English to Speakers of Other Languages)
University of Colorado at Colorado Springs 2006 — 2008
California Republic Bank July 2014 - Present
BBVA COMPASS BANK September 2006 - June 2014
Wells Fargo Bank 2004 - 2006
Bank Of Delight January 2005 - December 2005
UNITED AUTO CREDIT CORP 2003 - 2004
Chevy Chase Bank 1999 - 2003
Ford Credit/Primus Financial services. 1996 - 1999
GMAC 1985 - 1996
Skills
Credit, Loans, Banking, Credit Analysis, Underwriting, Portfolio Management, Credit Risk, Mortgage Lending, Risk Management, Financial Analysis, Commercial Banking, Consumer Lending, Financial Risk, Process Improvement, Forecasting, Mortgage Banking, Cash Management, Team Building, Cross Selling, SBA, Investments, Finance, Strategic Planning, Retail Banking, Relationship Management, Strategic Financial..., Loan Origination, Commercial Lending, Sales Management, Insurance, Credit Cards, Small Business Lending, Customer Retention, Management, Training, Sales, Financial Services, Account Management, Executive Management, Loan Servicing, Marketing, Lines Of Credit, Asset Based Lending, Private Banking, Wealth Management, Loss Mitigation, Mergers & Acquisitions, Funding, Credit Scoring, Profit
Education
Cornell University 2012 — 2012
Leading People to Higher Perfomance, Organizational Leadership
Lone Star Chinese Language 2012 — 2014
CURRENTLY ENROLLED, Chinese Language
Southern Methodist University - Cox School of Business 1993 — 1993
Cerificate, MBA certificate program
GMAC Detroit management training 1988 — 1989
Floorplan, Collections and Credit Mgt.
Dale Carnegie course 1987 — 1987
leadership in public speaking, leadership training
Harding University 1980 — 1984
Bachelor of Arts (BA)
Wells Fargo Home Mortgage September 2012 - Present
Wells Fargo Bank February 2007 - September 2012
Toastmasters International September 2008 - July 2012
Leeann Chins February 2006 - February 2007
Primerica Financial Services June 2005 - February 2007
Hilltop Bar and Grill May 2002 - September 2005
Skills
Refinance, First Time Home Buyers, Customer Service, Renovation, Mortgage, Purchase, Investment Properties, FHA, Conventional, Mortgage Lending, Debt Consolidation, Mortgage Planning, Economics, Education, Emergency Medicine, Acting, Shakespeare, Public Speaking, Toastmasters, Outlook, Microsoft Office, Microsoft CRM, Sales, Marketing, Credit, Investments, Process Improvement, Certified Mortgage...
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA, Project Management
Cornell College 1998 — 2002
BA, Communications, Economics and Business
PCs for People - Bridging the Digital Divide for Low-Income Families. September 2013 - Present
Commercial Partners Title, LLC November 2011 - September 2013
Wells Fargo Bank April 2009 - November 2011
Wells Fargo Bank October 2007 - April 2009
Walsh Title & Real Estate Services April 2004 - September 2007
First Pioneer Mortgage June 2003 - April 2004
Skills
Mortgage Lending, Loans, FHA, Loan Servicing, Analysis, Real Estate, Credit, Banking, Funding, Management, Mortgage Banking, Customer Service, Leadership, Loan Origination, Credit Analysis, Residential Mortgages, HUD, Finance, Java Programming
Education
Concordia University-St. Paul 2014 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.94
St. Paul College 2012 — 2014
Associate of Arts (AA), General Studies
Mike Haubrich Web Design November 2012 - Present
Wells Fargo Bank October 2005 - August 2014
Talkorigins.org 1999 - 2005
Skills
Risk Management, Customer Service, Microsoft Excel, Microsoft Office, Process Improvement, Research, Strategic Planning, Data Analysis, Public Speaking, PowerPoint, Microsoft Word, Nonprofits, Project Management, Team Building, Outlook, Statistics, Fundraising, Data Entry, WordPress, Sales Content, Blogging, Mortgage Lending, Banking, Teamwork, Windows Server, Credit, Analysis, Leadership, Coaching
Education
Concordia University-St. Paul 1997 — 1999
Organizational Management and Communications, Organizational Leadership, 3.78
Concannon Business Consulting August 2015 - Present
Advanced Beauty, Inc. November 2014 - August 2015
Alon USA February 2014 - October 2014
BlackRock April 2013 - November 2013
Independent Consultant March 2010 - March 2013
Wells Fargo Bank May 2008 - October 2009
Skills
Series 6,, Series 7, Series 66, Portfolio Management, Asset Managment, Financial Analysis, Bloomberg, Valuation, Strategic Financial..., Due Diligence, Investment Banking, Securities, Banking, Financial Services, Mergers, Finance, Credit, Credit Analysis, Analysis, Mutual Funds, Asset Allocation, Business Development
Education
Cornell University 1995 — 2000
B.A., History
University of San Francisco - Masagung Graduate School of Management 2007 — 2009
MBA, Finance
Woodberry Forest School 1993 — 1995
Wells Fargo Home Mortgage August 2003 - Present
Wells Fargo Bank 2003 - Present
Wells Fargo 2003 - Present
Skills
Credit, Loans, Mortgage Banking, Mortgage Lending, FHA, Refinance, Underwriting, Consumer Lending, Commercial Lending, Credit Analysis, VA loans, Loan Origination, Residential Mortgages, Small Business Lending, Banking
Education
University of Iowa 1999 — 2003
Bachelor’s Degree, Finance, General
Creighton University
Eastern Bank March 2011 - Present
National Labor Relations Board October 2009 - March 2011
Wells Fargo Bank January 2009 - October 2009
DMC June 2006 - December 2008
East Boston Savings Bank December 1990 - June 2006
Skills
Banking, Multilingual, Financial Analysis, Credit, Loans, Commercial Lending, Strategic Planning, Risk Management, Portfolio Management, Business Strategy, Public Speaking, Mortgage Lending, Small Business Lending, Sales, Finance, Training, Time Management, Team Building, Business Development, Leadership, Mergers & Acquisitions, Retail Banking, Management, Customer Service, Consumer Lending, Business Planning, Financial Services, Investments, Relationship Management, Credit Analysis, Small Business, Insurance, Cash Management, Loan Origination, Analysis, Cross Selling, Mortgage Banking, Strategy, SBA, Commercial Mortgages, Branch Banking, Underwriting, Branch Management, Lines Of Credit, Refinance, Financial Planning, Real Estate, FHA, Deposits
Education
conexicion 2012 — 2013
Salem State University 2006 — 2007
ETP, entrepreneurial
University of New Hampshire 2005 — 2006
Commercial and Residential Financing, CREM
Cornell University 2004 — 2005
ASTD, Training and development
Fisher College 1987 — 1990
Associate of Arts and Sciences (A.A.S.), Accounting and Business/Management
fisher college 1987 — 1990
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Wells Fargo & Co September 2013 - Present
Wells Fargo Bank June 2006 - August 2013
Various Positions February 2004 - June 2006
Wells Fargo Bank June 1996 - February 2004
Wells Fargo Bank September 1992 - June 1996
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Leadership, Banking
Education
Cypress College 1992 — 1994
Associates Degree, Busness Administration
gingerCube Inc. November 2014 - Present
Tarrant County College October 2012 - Present
Freelance Photographer / Videographer January 2010 - Present
Fort Worth ISD February 2012 - April 2012
IMB July 2010 - January 2011
Grand Prairie ISD January 2010 - June 2010
Wells Fargo Bank July 2007 - March 2010
First Baptist Church Arlington January 2009 - August 2009
Skills
Microsoft Office, Final Cut Pro, Adobe Creative Suite, Pro Tools, Windows, Mac OS, Video Production, Video Editing, Photography, Audio, Writing, Social Media, Facebook, Blogging, Web 2.0, Graphic Design, Sound, Video, Videography, Post Production, Editing, Public Speaking, Social Networking
Education
Dallas Baptist University 2012 — 2014
Master of Arts (M.A.), Communications
The University of Texas at Arlington 2008 — 2010
Bachelors, Interdisciplinary Studies: Media and Communications Studies
Tarrant County College 2007 — 2010
Associates, Art
Oklahoma State University 2001 — 2005
Marketing
Computershare January 2015 - Present
J&L Marketing, Inc. March 2013 - November 2014
Cenveo September 2011 - March 2013
Kindred Healthcare September 2010 - July 2011
The Callos Companies February 2009 - May 2009
PharMerica February 2008 - September 2008
Wells Fargo Bank April 2004 - December 2007
Skills
Onboarding, Recruiting, New Hire Orientations, Human Resources, Interviews, Temporary Placement, Hiring, Taleo, Temporary Staffing, Time Management, CRM, FMLA, Job Fairs, Background Checks, Software Documentation, SAP, Teamwork, Employee Relations
Education
Cornell University 2007 — 2007
certification, Human Resources
Hampton High School
Diploma, 3.71 GPA
ICM School of Business
Associate, Business Management, 3.88 GPA
Peoples' Self-Help Housing May 2012 - Present
Peoples' Self-Help Housing January 2011 - May 2012
Peoples' Self-help Housing February 2010 - February 2011
Laguna PTA 2010 - 2011
Peoples' Self-Help Housing June 1996 - February 2010
Wells Fargo Bank September 1992 - May 1996
Skills
Non-profits, Philanthropy, Public Relations, Event Planning, Fundraising, Marketing Communications, Grant Writing, Event Management, Nonprofits, Volunteer Management, Community Outreach, Community Development, Grants, Marketing, Program Development, Editing, Project Management, Affordable Housing, Social Networking, Corporate Communications, Customer Service, Strategic Planning, Management, Public Speaking, Research, Budgets
Education
Cornell University 1988 — 1988
Hotel and Restaurant Management
Simon Analytics July 2001 - Present
Cendant August 2004 - September 2005
Good Technology August 2000 - January 2001
Harris Interactive August 1999 - August 2000
Wells Fargo Bank August 1997 - August 1999
Kaiser Permanente May 1994 - August 1997
Skills
Segmentation, Statistical Modeling, Data Mining, Conjoint Analysis, Analytics, Predictive Analytics, Consumer Insights, SPSS, SAS, Market Research, Survey Design, Customer Insight, Text Analytics, Competitive Analysis, Data Analysis, Marketing Research, Quantitative Research, Competitive Intelligence, Strategic Planning, Consumer Behaviour, Strategy, Predictive Modeling, Analysis, Web Analytics, Qualitative Research, Integrated Marketing, Start-ups, E-commerce, Statistics, Focus Groups, Forecasting, Business Development, Brand Management, Market Analysis, Management, B2B, Customer Analysis, Product Development, Pricing, Marketing, Consulting, CRM, Business Intelligence, Social Media Measurement, Market Planning, Direct Marketing, Quantitative Analytics, Business Analytics, Strategic Partnerships, Brand Loyalty
Education
Stanford University 1991 — 1992
M.A., Sociology
Cornell University 1987 — 1991
BA, Sociology
Nationwide Insurance March 2014 - Present
Code Tsunami March 2012 - September 2013
Nationwide Insurance February 2009 - October 2012
Nationwide October 2006 - February 2009
Wells Fargo 2004 - 2006
Wells Fargo Bank 2004 - 2006
Netscape Communications 1996 - 1998
Tandem Computers 1993 - 1996
Amdahl Corporation 1988 - 1993
Skills
Quality Assurance, Unix, CMMI, IEEE, ISO, Initiation, Innovator, People Skills, Geek Culture, SDLC, Agile Methodologies, Test Automation, Software Development, Software Quality..., Visio, Requirements Analysis, Testing, SharePoint, Quality Center, Test Planning, User Acceptance Testing, Requirements Gathering, Regression Testing, Test Cases, Test Management, System Testing, Test Strategy, Business Requirements, DB2, Business Analysis, HP Quality Center
Education
Cornell College 1984 — 1988
BA, Computer Science, Art
Wells Fargo January 2012 - Present
Wells Fargo Bank February 2009 - January 2012
Wells Fargo Internet Services Group 2009 - December 2010
Wells Fargo 2008 - 2009
Wells Fargo Bank 2002 - June 2008
Wells Fargo Bank July 2002 - December 2006
DigitalThink April 1999 - January 2002
Mitchell Madison Group August 1997 - April 1999
Mitchell Madison Group August 1993 - September 1995
Skills
Product Management, P&L Management, Customer Analytics, Customer Loyalty, Market Research, Vendor Relations, IT Management, Customer Research, Experience Design, Customer Experience, Customer Acquisition, Credit Cards, Segmentation, Product Strategy, Analytics, Product Development, Marketing Strategy, Strategic Planning, Vendor Management, Business Strategy, Mobile Payments, Retail Banking, Business Planning, Strategy Development, Executive Management, Payments, Competitive Analysis, Customer Insight, Commercial Banking, Banking, E-commerce, Customer Retention, Risk Management, Strategy, Business Development, Creative Strategy, Financial Services, SaaS, Management, Senior Stakeholder..., Role Model, Creative Problem Solving, Project Management, Animal Welfare, Executive Development, Creative Direction, Internet Banking, Corporate Branding, Senior Executive..., Multi Tasking
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Cornell University 1989 — 1993
BA
Robert College 1982 — 1989
High School
Marriott Vacations Worldwide Corporation February 2013 - Present
Wyndham Vacation Ownership August 2012 - January 2013
Karen Jackson Miller April 2012 - August 2012
Wells Fargo Bank August 2010 - April 2012
Business Banking November 2009 - August 2010
Chevy Chase Bank, Division of Capital One N. A. 2007 - 2009
Macy's East 2006 - 2007
CB Richard Ellis 2005 - 2007
Patterson Woods & Associates LLC 2004 - 2005
Coldwell Banker Commercial Amato 2000 - 2004
Skills
Business Development, Real Estate, Product Management, Tenant Representation, Commercial Real Estate, Business, Credit, Financial Analysis, Finance, Building Relationships, Banking, Portfolio Management, Loans, Investments, Sales
Education
University of Detroit Mercy 1972 — 1975
BEChE, Chemical Engineering
Creighton University 1970 — 1972
none, Chemistry
Wells Fargo Bank August 1997 - Present
Imperial Capital Bank February 1996 - August 1997
Koll-Dove (a subsidiary of the Koll Company) 1992 - 1995
Grubb & Ellis 1988 - 1991
Kenneth Leventhal & Co 1985 - 1988
Laventhol and Horwath 1984 - 1985
Skills
Underwriting, Loans, Real Estate, Hotels, Hospitality, Credit, Mergers, Real Estate Development, Risk Management, Credit Analysis, Economics, CMBS, Debt, Valuation, Commercial Mortgages, Financial Modeling, Structured Finance, Transaction, Investors, Capital Markets, Investment Banking, Real Estate Finance, Wealth Management, Real Estate Investment, Mortgage, Corporate Finance, Leases, Banking, Dispositions, Origination, Deal Structuring, Loan Origination, Construction Loans, Workout, Real Estate Financing, Structuring, Asset Management, Mortgage Lending, Real Estate Economics, Financial Structuring, Commercial Real Estate, Financial Transactions, Negotiation, Mergers & Acquisitions, Due Diligence, Investment Properties, Mezzanine, Disposition, Equities, Syndications
Education
Cornell University 1982 — 1984
Masters Degree, School of Hotel Administration
Cornell University 1977 — 1982
BA, College of Arts and Sciences
Delbarton School 1973 — 1977
Highschool
Wells Fargo Bank 2009 - Present
Mizuho Corporate Bank 2006 - 2009
Bank of Tokyo 2004 - 2006
WestLB 1994 - 2004
Skills
Credit Risk Assessment, Project Finance, Emerging Markets Cross..., Capital Markets, Corporate and..., Wealth Preservation..., Sovereign Risk Analysis, Relationship Management, Workout
Education
Cornell University - Johnson Graduate School of Management 2000 — 2002
MBA, Business Administration
Wells Fargo Bank 2010 - Present
Franklin Templeton Investments 2007 - 2009
Franklin Templeton Investments 2006 - 2007
Franklin Templeton Investments 2003 - 2006
Monarch Consulting Group 2001 - 2003
S1 Corporation June 2000 - August 2000
Mellon Capital Mgt 1993 - 1999
Skills
Portfolio Management, Investments, Equities, Mutual Funds, Strategy, Fixed Income, Asset Management, Management, Investment Management, Alternative Investments, CRM, Competitive Analysis, Cross-functional Team..., Financial Modeling, Financial Services
Education
Cornell University - Johnson Graduate School of Management 2000 — 2001
University of California, Berkeley
B.A.
Wells Fargo August 2012 - Present
Wells Fargo Home Mortgage November 2012 - February 2013
Wells Fargo October 2011 - November 2012
Wells Fargo Bank October 2009 - November 2011
Wells Fargo June 2003 - October 2009
Bank of America April 2000 - May 2003
Toyota July 1999 - April 2000
Bank of America January 1990 - June 1999
Education
Cypress College 1991 — 1994
Wells Fargo June 2014 - Present
Wells Fargo Bank April 2010 - June 2014
Wells Fargo Bank December 2008 - June 2010
Wachovia Bank August 2005 - December 2008
MCI June 2001 - August 2005
MCI July 1997 - June 2001
Wachovia Bank December 1994 - July 1997
Corning Incorporated December 1991 - December 1994
Skills
Account Management, Telecommunications, Strategy, Contract Negotiation, Sourcing, Strategic Planning, Management, Vendor Management, Business Planning, Marketing Strategy, Business Strategy, Sales, Managed Services, Contract Management, Supply Chain, Process Improvement, Cross-functional Team..., Supply Chain Management, Sales Management, Negotiation, SaaS, Outsourcing, Integration, Strategic Sourcing, Networking, Business Process..., Leadership, Program Management
Education
Creighton University 1985 — 1989
Bachelor of Arts (BA), Psychology
East Carolina University - College of Business 2008 — 2009
Master of Business Administration (M.B.A.), Business
Qualcomm May 2014 - Present
Wells Fargo Bank August 1994 - August 2009
Skills
Financial Analysis, Banking, Credit, Microsoft Excel, Microsoft Office, Risk Management, Financial Modeling, PowerPoint, Portfolio Management, Customer Service, Microsoft Word, Investments, Matlab, Data Analysis, Leadership
Education
San Diego State University-California State University 2012 — 2015
Bachelor’s Degree, Mechanical Engineering
Cuyamaca College 2010 — 2012
Mechanical Engineering
Wells Fargo Bank 2002 - Present
Skills
Basel I, Basel II, Basel III, Economic Capital, ICAAP, Credit Risk, Securitization, CCAR, Regulatory Affairs, Treasury Management, Counterparty Risk, Corporate FP&A, M&A experience, Operational Risk..., Regulatory Capital, Regulatory Policy, Data Management, Technology Risk, Strategic Financial...
Education
Cornell University - S.C. Johnson Graduate School of Management
MBA
University of California, Berkeley
BA
Wells Fargo Bank 2006 - Present
Wells Fargo August 2001 - Present
Wells Fargo Financial 2001 - 2006
Wells Fargo Financial Bank 2000 - 2006
Skills
SQL, Microsoft SQL Server, Agile Methodologies, XML, Visual Studio, JavaScript, .NET, C#, ASP.NET, jQuery, CSS, Databases, Database Design, Visio, SDLC, VBScript
Education
Dakota State University 1996 — 2001
Dakota State University 1995 — 2000
Bachelor of Science (BS), Computer Science
Wells Fargo June 2012 - Present
Wells Fargo Bank January 2009 - June 2012
Wachovia Bank September 2003 - December 2008
Bank of America July 2000 - September 2003
Skills
Commercial Lending, Loans, Contract Negotiation, Credit, Real Estate Economics, Asset Management, Credit Analysis, Real Estate Transactions, Banking, Finance, Financial Modeling, Commercial Banking, Leadership, Mortgage Lending, Small Business Lending, Valuation, Business Development, Strategic Planning, Portfolio Management, Investments, Mergers & Acquisitions, Investment Properties, Loan Origination, Due Diligence, Real Estate, Real Estate Development, Financial Analysis, Underwriting, Commercial Real Estate, Risk Management
Education
Ithaca College 1995 — 1997
Bachelor of Science, Business Management
Corning Community College 1993 — 1995
East Road Associates, LLC January 2015 - Present
Wells Fargo Bank April 2011 - December 2014
Bank of America Merrill Lynch September 2000 - September 2010
Xpedior Inc October 1999 - September 2000
Education
D'Amore-McKim School of Business at Northeastern University
MBA
Rutgers, The State University of New Jersey-Newark
BA, Business, Finance
Oaktree Capital Management, L.P. October 2013 - Present
Ernst & Young January 2009 - October 2013
Wells Fargo Bank February 2004 - June 2008
Cornwell Jackson January 2008 - March 2008
Skills
SOX 404, External Audit, Financial Reporting
Education
Texas Tech University - Rawls College of Business 2007 — 2008
Master of Science (M.S.), Accounting
Cornell University 1999 — 2003
Bachelor of Science, Applied Economics Management
Wells Fargo Bank May 2003 - Present
JPMorgan Chase July 1980 - May 2003
Skills
Banking, Portfolio Management, Credit Analysis, Cash Management, Corporate Finance, Financial Services, Capital Markets, Commercial Lending, Credit, Leveraged Finance, Credit Risk, Banking Relationships, Loan Origination, Finance, Commercial Finance, Fixed Income, Equities, Financial Analysis, Loans, Business Strategy, Commercial Banking, Structured Finance, Financial Risk, Valuation, Workout, Financial Modeling, Investments, Financial Structuring, Series 7, Relationship Management, Small Business Lending, Strategic Planning, Strategic Financial..., Mortgage Lending, Mergers, Cash Flow Lending, Factoring, Asset Based Lending, Private Equity, Investment Banking, Mergers & Acquisitions, Underwriting, Trade Finance, Asset Managment, Due Diligence, Alternative Investments, Bloomberg, Commercial Mortgages, Financial Advisory, Insurance
Education
Cornell University 1976 — 1980
B.S., Business Management & Marketing
Wells Fargo & Co. October 2005 - Present
Wells Fargo Bank December 2003 - December 2005
Wells Fargo Bank October 2000 - December 2003
Wells Fargo Bank October 1997 - October 2000
Skills
Mergers, Commercial Banking, Wealth Management, Credit, Private Banking, Start-ups, Mergers & Acquisitions, Commercial Lending, Portfolio Management, Wealth, Finance
Education
University of Minnesota - Carlson School of Management 1987 — 1990
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Creighton University 1976 — 1980
Bachelor of Science in Business Administration, Finance and Economics, undergraduate degree
Wells Fargo Bank October 2013 - Present
Wells Fargo Bank April 2002 - Present
Skills
Commercial Banking, Banking, Small Business Lending, Customer Service, Strategic Planning, Real Estate Economics
Education
County College of Morris 1980 — 1981
HDT Global May 2004 - Present
Nordic Air Inc (acquired by HDT Global) May 2004 - February 2010
Wells Fargo Bank January 2001 - May 2004
LoanChannel.com 2000 - 2001
Freddie Mac 1994 - 2000
TRI-COR Industries 1992 - 1994
Corporation for Open Systems 1990 - 1992
Booz Allen Hamilton 1985 - 1990
MITRE 1983 - 1985
Bell Laboratories 1980 - 1983
Skills
Program Management, Process Improvement, Product Management, Product Development, Strategic Planning, Strategy, Requirements Analysis, Business Analysis, IT Strategy, Engineering Management, Business Process..., Proposal Writing, Project Management, Leadership, Business Development, Integration, Six Sigma, Cross-functional Team..., Engineering, Systems Engineering, Process Engineering
Education
Cornell University 1980 — 1981
M Eng, Operations Research
Ohio University 1976 — 1980
BS, Industrial and Systems Engineering
U.S. Bank September 2012 - Present
US Trust July 2010 - June 2012
US Bancorp Investments and Insurance June 2009 - July 2010
UBS May 2005 - April 2009
Piper Jaffray 2005 - 2006
Investors Management Group August 2003 - April 2005
Wells Fargo October 1993 - August 2003
Wells Fargo Bank 1993 - 2003
Wells Fargo 1993 - 2003
City of Altoona, IA 1987 - 1989
Skills
Wealth Management, Investments, Asset Allocation, Finance, Portfolio Management, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Wealth Management..., Equities, Fixed Income, Investment Management
Education
Cornell College 1973 — 1977
BSS, Economics & Sociology
Mount Vernon High School 1970 — 1973
Wells Fargo Bank Vice President/Senior Relationship ManagerBankers Trust CompanySeptember 2012 - Present
Skills
Loans, Commercial Banking, Banking, Commercial Lending, Credit, Credit Analysis, Portfolio Management, Small Business Lending, Treasury Management, Consumer Lending, Credit Risk, Cross Selling, Wealth Management, Financial Analysis, Risk Management
Education
Creighton University 1965 — 1969
BSBA, Sciences
Wells Fargo January 2013 - Present
Wells Fargo April 2012 - November 2012
Wells Fargo Bank October 2010 - April 2012
Wells Fargo June 2009 - April 2012
Citi Grouop January 2008 - May 2009
Software Nucleus Solutions January 2005 - September 2007
Skills
Requirements Gathering, Visio, Business Requirements, SQL, Requirements Analysis, Business Analysis, SharePoint, Agile Methodologies, Software Project..., Microsoft SQL Server, Oracle, Business Intelligence, Java Enterprise Edition, Integration, Scrum, Process Improvement, Process Management, Business Process, User Acceptance Testing, Software Documentation
Education
CQUniversity 2002 — 2004
Masters, Information Systems
Dublin Business School 2001 — 2001
Diploma in Busines Studies
Wells Fargo Bank 2009 - Present
Wachovia June 2007 - June 2009
Federated Investors June 2006 - August 2006
Skills
Series 7, Series 63, Financial Modeling, Bloomberg, Capital Markets, Investments, Fixed Income, Derivatives, Credit, Portfolio Management, Securities, Financial Analysis, Options, Bonds, Commercial Lending, Financial Risk, Foreign Exchange, Hedging
Education
Cornell University 2003 — 2007
Applied Economics & Management
Central Catholic High School
Wells Fargo Bank June 1993 - Present
Wells Fargo Bank August 2009 - January 2012
Wachovia 2001 - 2009
Interstate/Johnson Lane 1993 - 2001
Computervison Corporation 1986 - 1993
Skills
Real Estate, Executive Management, Portfolio Management, Asset Managment, Financial Analysis, Risk Management, Strategic Planning, Consulting, Negotiation, Project Management, Due Diligence, Program Management, Budget, Marketing, Vendor Management, Mergers, Communications Planning, Relationship Management, Mentoring Of Staff, Customer Experience, Budgets, Mergers & Acquisitions
Education
Taylor University 1974 — 1978
BS
D'Amore-McKim School of Business at Northeastern University
Business
Wells Fargo Bank June 1987 - Present
CoreStates 1987 - 1998
Education
Cornell University 1982 — 1986
BA
TransFirst June 2007 - January 2009
Wells Fargo Bank November 2004 - June 2007
US Bank September 1996 - November 2004
Nova Information Systems September 1993 - June 1996
West America Bankcard 1989 - 1993
Education
Cuesta College 1974 — 1976
Business
Wells Fargo Bank July 1996 - Present
NatWest Bank 1988 - 1996
Bank of Boston 1982 - 1988
Intermetrics Inc 1982 - 1986
Skills
Investment Banking, Banking, Treasury Management, Credit, Commercial Banking, Portfolio Management, Credit Analysis, Financial Analysis, Commercial Lending, Cash Management, Loans, Risk Management, Investments, Financial Services, Retail Banking, Finance, Mergers, Payments, Relationship Management, Treasury Services, Fixed Income, Cross Selling
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1982
MBA, Finance
State University of New York College at Buffalo 1976 — 1980
BS, Finance/Accounting
Brooklyn Tech 1972 — 1976
Brooklyn Tech High School
Wells Fargo Bank February 2009 - Present
Charter Communications March 1983 - September 2008
Charter Communications 1983 - 2008
Skills
Customer Service, Outlook, Finance, Accounting, Access, Data Entry, Financial Accounting, Management, Teamwork, Budgets, Financial Analysis, Microsoft Excel, Accounts Payable, Invoicing, QuickBooks, Spreadsheets, Credit, Microsoft Office, Cash Management, Bookkeeping, Banking
Education
Converse College 1961 — 1965
Bachelor of Arts (B.A.), Biology, General
Altamont School (formerly Brooke HIll) - high school 1953 — 1961
High School Diploma, Science
Wells Fargo Bank May 1998 - Present
Education
Dakota State University
Finance and Accounting
Wells Fargo November 2013 - Present
Wells Fargo September 2011 - March 2013
Wells Fargo Bank June 2009 - December 2010
Wells Fargo Bank April 2004 - October 2008
Wells Fargo January 1999 - April 2004
Wells Fargo Bank January 1998 - January 1999
Franklin Templeton Group January 1996 - February 1998
Franklin Templeton Group January 1992 - January 1996
Skills
Process Improvement, Problem Management, Systems Analysis, Data Center, Technical Support, Healthcare Information..., Project Management, Change Management, Servers, Management, SharePoint, Networking, Testing, Leadership
Education
Cosumnes River College 2013 — 2013
Certificate Program, Healthcare-IT Technical Support Program
Cosumnes River College 2012 — 2012
Certificate Program, Healthcare-IT Implementation Support
University of Phoenix 1995 — 1997
M.A. Organizational Management, Business
The University of New Mexico 1976 — 1981
Bachelor of Science (B.S.), Sociology
Wells Fargo Bank March 2004 - Present
Pine Island Bank October 2000 - February 2002
Education
Cuyahoga Community College 1998 — 2000
AAS, Computer Programming
Denver Area HOA Management Company October 2012 - Present
Denver Area Radiology Practice November 2010 - Present
Family Dental Practice-Littleton 2010 - 2010
Springbok Services August 2008 - June 2009
Frontier Airlines January 2000 - July 2008
Pulte Mortgage September 1995 - January 1998
Wells Fargo Bank June 1974 - May 1986
Skills
Leadership, Customer Service, Visio, Microsoft Excel
Education
Colorado Graduate School of Banking
Creighton University
Bachelor of Science (BS), Business Management
University of Minnesota - Carlson School of Management
BSBA, Management
MetaBank October 2013 - Present
MetaBank March 2012 - September 2013
Wells Fargo November 2010 - May 2011
Wells Fargo Bank August 2007 - October 2010
Skills
Financial Services, Retail Banking
Education
Dakota State University 2002 — 2003
Master of Science (MS), Computer Education and Technology
Bank of America Corporation August 2012 - Present
Apex Systems June 2011 - August 2012
Wells Fargo Bank August 2004 - April 2011
Skills
Vendor Management, PMP, SDLC, Project Portfolio..., Program Management, Business Analysis, Waterfall, Risk Management, Management, Software Project..., Strategic Planning, MS Project, Cross-functional Team..., Requirements Analysis, Business Process, Change Management, Project Planning, Visio, IT Strategy, PMO, Process Improvement, Microsoft Project
Education
D'Amore-McKim School of Business at Northeastern University
MBA, International Business/ Marketing
Ralphs Grocery Company October 2014 - Present
Ralphs Grocery Company May 2012 - October 2014
Pickett Construction Corporation April 2006 - March 2010
Wells Fargo Bank September 2004 - May 2006
Ralphs Grocery Company January 2000 - July 2004
Ralphs Grocery Company January 1979 - January 2000
Skills
Store Management, Customer Service, Associate Development, Store Operations, Retail Sales, Profit, Process Scheduler, Merchandising, Loss Prevention, Inventory Control, Management, Retail, Sales, Team Building
Education
Cornell University 1994 — 1996
Human Resources, Management, Accounting
California Polytechnic State University-San Luis Obispo 1976 — 1980
BS
BIC November 2014 - April 2015
Fiserv September 2006 - April 2010
Wells Fargo Bank January 2006 - May 2006
Wells Fargo Bank September 2005 - January 2006
SMITH HAYES Financial Services October 2004 - May 2005
Creighton University February 2003 - September 2004
Skills
Business Intelligence, Software Documentation, SDLC, Analysis, Windows, Software Project..., Process Improvement, Project Management, Team Leadership, HTML, Account Management
Education
Creighton University 2003 — 2005
Masters, MBA
University of Nebraska-Lincoln 1997 — 2000
B.Sc., Computer Engineering
JBS Media July 2015 - Present
Vision Quest Distributing August 2012 - June 2015
Sierra Window Tinting Sparks, Nevada February 2010 - February 2012
Sierra Auto Care Plus L.L.C. Reno, Nevada January 2006 - January 2010
Bulbman Inc January 2005 - January 2006
Lithia Automotive Group February 2002 - January 2005
Wells Fargo Bank June 1998 - February 2002
Skills
Customer Service, Banking, Sales, Process Scheduler, Marketing, Product Management, Automotive, System Administration, Customer Satisfaction, Credit, Outlook, Call Center
Education
Cuesta College 1989 — 1995
Business Management/ Accounting
Mission San Jose High School 1985 — 1992
Diploma
Hallett & Perrin, P.C. April 2015 - Present
Jones Day June 2011 - March 2015
Wells Fargo Bank January 2010 - May 2011
UNC Chapel Hill Office of University Counsel September 2009 - December 2009
Orrick, Herrington & Sutcliffe LLP May 2008 - August 2008
Wachovia Securities November 2003 - August 2006
Skills
Asset Management, Real Estate, Legal Research, Loans, Commercial Real Estate, Due Diligence, Real Estate Transactions
Education
University of North Carolina School of Law 2006 — 2009
J.D., Law
Cornell University 2001 — 2003
B.A., Applied Economics and Management
Tesla Motors September 2014 - Present
Solomon Brothers Technologies, LLC July 2013 - Present
Wells Fargo Bank July 2012 - June 2013
Cornell University Emergency Medical Service April 2011 - May 2012
RBC Capital Markets June 2011 - August 2011
Vornado Realty Trust May 2010 - August 2010
Vornado Realty Trust May 2009 - August 2009
Vornado Realty Trust May 2008 - August 2008
Skills
Investment Banking, Capital Markets, Valuation, Commercial Real Estate..., Financial Analysis, Financial Modeling, Asset Managment, Data Analysis, New Business Development, Business Strategy, Due Diligence, Real Estate Lending, Marketing Strategy, Capital IQ, Bloomberg Terminal, Microsoft Office, Windows & Mac operating..., PowerPoint, Microsoft Excel
Education
Cornell University 2008 — 2012
Bachelor's degree, Applied Economics & Management
Cornell University, Charles H. Dyson School of Applied Economics and Management 2008 — 2012
BS, Applied Economics & Management, Specialization: Finance and Minor in Real Estate, Graduated with Honors
Wells Fargo Bank March 2010 - Present
BankUnited August 2005 - January 2010
Citrus Bank 2003 - 2005
Nortel 1994 - 2003
Citibank 1987 - 1994
Royal Bank of Canada 1982 - 1986
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, Finance
Coppead UFRJ 1980 — 1980
Graduate business classes
Specialized Transportation Inc December 2011 - April 2012
Sirva July 2011 - December 2011
NAL Worldwide 2003 - 2009
Wells Fargo Bank May 2000 - December 2003
Skills
Microsoft Excel, Microsoft Word, Staff Supervision, Research, Data Entry, Job Coaching, Training, Accounts Payable, Account Reconciliation, JD Edwards, Arthur Anderson, Customer Service, Payroll, Call Centers
Education
Concordia University-Wisconsin 1996 — 1999
Bachelor of Arts (B.A.), Management and Communications
Concordia University-Wisconsin
Bachelor of Arts (BA), Management and Communications
ClearOne Communications October 2011 - Present
Bard Access Systems July 2009 - September 2011
Wells Fargo Bank November 2009 - May 2010
Zions Bank December 2004 - October 2008
Disneyland February 1996 - January 2001
Skills
Software Documentation, Marketing, Process Improvement, Training, Team Building, Strategic Planning, Customer Service, PowerPoint, Time Management, Quality Assurance, Microsoft Excel, Sales, Microsoft Word, Management, Human Resources, Medical Devices, Sales Management, Interviews, Outlook, Recruiting, Administrative Work
Education
Cypress College 1997 — 1999
Liberal Arts
Jack Henry & Associates, Inc. March 2014 - Present
Aerotek March 2013 - March 2014
Wells Fargo Bank February 1990 - March 2010
Richard J. Codey Arena November 1988 - June 1997
Skills
Inventory Management, Windows, Excel, Word, Banking, Data Entry, Budgeting
Education
County College of Morris 1989 — 2010
Associate in Science Degree, Business Administration
Kean University 1993 — 1995
Coursework, Management; Economics, Marketing, Accounting and Finance
Ameriprise Financial Services, Inc. 2013 - Present
Green Tree Servicing 2012 - 2013
Wells Fargo Bank 2007 - 2012
Wells Fargo Bank 2005 - 2007
US Bank 2003 - 2005
U.S. Bank 2002 - 2003
U.S. Bank 1999 - 2002
Skills
Relationship Management, Accounting, •Excellent oral and..., •Critical thinker with..., Technical Documentation, Technical Project..., Project Planning, Strong Numerical..., Keen Attention to Detail, Process Improvement, Customer Service, Lotus Notes, Risk Analysis, Internal Control Audits, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Adobe Acrobat, Outlook, Access Database, Creative Problem Solving, Asset Management, Global Custody, User Acceptance Testing, Regression Testing, Meet Deadlines, Leadership, Account Reconciliation, Securities, Gathering and..., Corporate Actions..., Dividend & Income..., Asset and Cash Transfers, International Trade..., Foreign Exchange
Education
Dakota County Technical College
In Progress, Accounting and Finance
Sunflower Bank April 2013 - Present
Wells Fargo Bank October 2005 - April 2013
Diamond Marketing Solutions March 2002 - October 2005
Skills
Commerc, Financial Analysis, Accounting, Treasury Management, Risk Management, Strategic Financial..., Financial Modeling, Credit, Loans, Investments, Credit Analysis, Mergers & Acquisitions, Commercial Lending, Banking, Due Diligence, Asset Management, Strategic Planning
Education
University of Nebraska at Omaha 2000 — 2001
Creighton University 1996 — 2000
BSBA, Accounting
US Bank March 2010 - Present
Wells Fargo Bank March 2007 - March 2010
Johnson Bank 2001 - 2005
Education
Concordia University-Wisconsin 2001 — 2004
Masters, MBA
Marian University 1992 — 1995
BA, Business
Sheboygan North High
Wells Fargo Bank March 1999 - October 2014
Bank of America 1989 - 1999
Bankers Trust Company 1981 - 1987
Skills
Relationship Management, Commercial Banking, Banking, Corporate Finance, Credit Risk, Credit Analysis, Asset Based Lending, Capital Markets
Education
Tuck School of Business at Dartmouth 1987 — 1989
Master of Business Administration (MBA)
Connecticut College 1977 — 1981
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank January 2011 - Present
Grain Millers, Inc. October 2007 - January 2011
Wells Fargo Bank August 2001 - October 2007
Skills
Financial Analysis, Corporate Finance, Commercial Banking, Financial Modeling, Financial Risk, Leadership, Risk Management, Banking, Credit Analysis, Credit, Commercial Lending
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Business Administration
Cornell University 1999 — 2002
B.A., Economics and History
Ditech Mortgage Corp November 2013 - Present
First Home Mortgage August 2012 - November 2013
PrimeLending March 2011 - August 2012
JP Morgan Chase June 2010 - April 2011
PNC Mortgage September 2008 - June 2010
Wells Fargo Bank September 2007 - September 2008
Countrywide Home Loans Corporation, Full Spectrum Lending February 2004 - September 2007
State Street June 2000 - February 2004
Skills
FHA, Mortgage Banking, USDA, FHA financing, VA loans, Loans, Refinance, Mortgage Lending, Loan Origination, Residential Mortgages, Certified Mortgage..., Construction Loans, Mortgage Underwriting, Government Loans, Non-Conforming, Real Estate Financing, FHA Financing, VA Loans
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 2002
Bachelor of Science in Business Administration, Finance & Marketing
St. John's Prep in Danvers, MA. 1994 — 1997
H.S Diploma, College Prep
Wells Fargo Bank October 2007 - Present
Wells Fargo Home Mortgage October 2007 - Present
Skills
FHA, Refinance, VA loans, Mortgage Banking, First Time Home Buyers
Education
Cypress College 1982 — 1984
Wells Fargo Bank Lieutenant, Supply Corps, USNUnited States NavyAugust 1978 - August 1982
Education
Indiana University - Kelley School of Business 1982 — 1984
MBA, Finance
Cornell University 1974 — 1978
ILR, Economics
Wells Fargo Bank March 1983 - Present
Skills
Data Warehousing, Requirements Gathering, SDLC, Business Analysis, Business Intelligence, Vendor Management, Banking, Project Management, Process Improvement
Education
Dalhousie University 1975 — 1978
Master of Business Administration (MBA), International Business
Golfsmith April 2009 - Present
Wells Fargo Bank November 2008 - October 2009
Barnes & Noble December 2007 - November 2008
Education
Metropolitan State College of Denver 2010 — 2012
Philosophy
Cornell College 2007 — 2008
Philosophy
Ross Stores, Inc. September 2013 - Present
Wells Fargo January 2011 - November 2011
Wells Fargo February 2009 - November 2011
Wells Fargo Bank January 2009 - November 2011
Wells Fargo Bank 2009 - November 2011
Wells Fargo July 2009 - December 2010
Newport Financial January 2008 - January 2009
Nordstrom July 2006 - January 2008
Nordstrom November 2005 - January 2008
Nordstrom November 2005 - July 2006
Skills
Direct Sales, Sales Management, Telecommunications, CRM, Management, Selling, Customer Satisfaction, Customer Service, Cold Calling, Email Marketing, Retail, Banking, Credit, Analysis
Education
Cypress College 2001 — 2003
GENERAL ed
Cypress College 2001 — 2003
N/A, GENERAL
warren high school 1998 — 2001
general
Wells Fargo Bank January 2002 - Present
Wells Fargo October 1975 - December 2001
Education
Creighton University 1974 — 1978
Finance, General
Wells Fargo Bank August 2010 - Present
Wells Fargo February 2008 - August 2010
Skills
Sales Management, People Management, Product Management, Risk Management, Change Management
Education
Creighton University 2003 — 2007
Bachelor or Arts and Science, History
Medical Nursing 2011 - Present
Maxim Healthcare June 2010 - December 2010
Walt's Home Care/Nursing Registry April 2008 - June 2010
A Better Living Care February 2008 - May 2008
Wells Fargo Bank May 2005 - January 2007
Vallejo May 2005 - January 2007
Skills
Wound Care, Nursing, Pediatrics, Vital Signs, Healthcare, BLS, IV, Hospitals, Medication..., Phlebotomy, Cpr Certified, Clinical Research, ACLS, Patient Education, Home Care
Education
American College of Nursing 2007 — 2008
Vocational nursing, Nusring
Contra Costa College 2005 — 2006
General Education, Gen. Ed
Napa Valley College 2004 — 2005
no diploma, General Education
Jesse Bethel High School 1999 — 2003
High School Degree, High School/Secondary Diplomas and Certificates
Zuercher Technologies March 2015 - Present
Wells Fargo October 2013 - March 2015
Wells Fargo August 2012 - October 2013
Wells Fargo Bank August 2009 - August 2012
Wells Fargo July 2006 - July 2009
Skills
Banking, Lines Of Credit, Mortgage Servicing, Loan Servicing, Call Center, Quality Assurance, Call Centers
Education
Dakota State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Management and Marketing
Wells Fargo Premier Banker November 2007 - Present
Wells Fargo Bank 2007 - 2012
Wells Fargo July 2007 - November 2007
Polly's Bakery and Caf� May 2003 - August 2007
Education
Cypress College
banking March 1991 - Present
AgriBank January 2012 - June 2012
AgriBank, FCB 2012 - 2012
AgStar Financial Services November 2008 - December 2011
AgStar November 2008 - December 2011
Associated Bank July 2004 - October 2008
U.S. Bank March 2001 - July 2004
Wells Fargo Bank June 1997 - March 2001
Skills
Banking, Mortgage Lending, Loans, Credit, Financial Analysis, Underwriting, Finance, Insurance, Commercial Lending, Loan Origination, Risk Management, Loan Servicing
Education
Dakota County Technical College 2001 — 2004
Accounting, Graphic Communications
Burnsville Senior High School 1987 — 1991
Diploma, Basic Skills and Developmental/Remedial Education
Dakota County Technical College
Graphic Communications/Graphic Design, Accounting, Business
Southwest Airlines December 2013 - Present
Wells Fargo Bank August 2010 - August 2013
ThermoSpas Hot Tub Products, Inc. July 2008 - August 2010
Platinum Pools February 2006 - July 2008
Southwest Airlines May 2002 - February 2006
Skills
Software Documentation, Loans, Sales, Sales Operations, Credit
Education
Dallas Baptist University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5