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
Contra Costa ARC November 2014 - Present
Stefanie Lynn Creations August 2014 - Present
Tate Publishing April 2014 - Present
Randstad USA July 2014 - November 2014
Round Table Corporation April 2014 - July 2014
AMN Healthcare December 2013 - February 2014
Wells Fargo Bank November 1995 - November 2012
Skills
Consumer Lending, Lines Of Credit, Credit, Payments, Finance, Cross Selling, Loans, Accounts Payable, Accounting, Leadership, Management, Project Management, Public Speaking, Sales, Real Estate, Software Documentation, Team Building, Editing, Interviews
Education
Marinello Schools of Beauty-Concord, CA 2013 — 2014
Cosmetology License, Cosmetology/Cosmetologist, General
Diablo Valley College 1992 — 2011
Social Work
Rio Vista High School 1985 — 1989
diploma, General
Wells Fargo Bank November 2005 - Present
FORREST EDWARDS GROUP, LTD 2002 - 2003
Concepts In Staffing January 1997 - January 2002
Quantum Management Group January 1996 - January 1997
AEROTEK/MAXIM GROUP January 1995 - January 1996
Skills
Talent Acquisition, Screening Resumes, Recruiting, Sourcing, Talent Management, Interviews, Human Resources, Onboarding, Personnel Management, Temporary Placement, CRM, Screening, Employee Benefits, Leadership
Education
Drexel University 1988 — 1993
BS, Operations and HR Management
Computer Learning Center 1996 — 1996
Certification, Computer Technology/Computer Systems Technology
Balboa Capital November 2014 - Present
Balboa Capital April 2014 - October 2014
Blue Street Capital January 2013 - October 2013
Wells Fargo Bank May 2012 - December 2012
First American Equipment Finance October 2005 - February 2012
Skills
Strategic Partnerships, Sales, Corporate Finance, Financial Analysis, Accounting, Pricing, Excel, Cold Calling, Finance, Mergers & Acquisitions, Credit, Business Development, Loans, Forecasting, New Business Development, Microsoft Excel, Management, Salesforce.com, Solution Selling
Education
Drury University 1996 — 2000
BA, Business Administration
Regent's University London 1999 — 1999
Study Abroad
Seager Household November 2006 - Present
Take Shape For Life September 2013 - December 2013
Draper Chiropractic December 2010 - January 2011
Vensure International September 2010 - October 2010
Cambric Corporation September 2007 - September 2010
Financial Freedom International February 2007 - September 2007
Mountainlands Health Care October 2006 - January 2007
Financial Freedom International 2006 - 2007
Deseret First Credit Union June 2005 - November 2005
Wells Fargo Bank May 2004 - June 2005
Skills
Outlook, Word, Excel, Microsoft Office, Payroll Processing, Spanish, Time Management, Organizing, Calendars, Process Improvement, Access, Management, System Administration, Payroll, PowerPoint, Customer Service, Microsoft Excel, Data Entry, Software Documentation, Microsoft Word, Human Resources
Education
University of Phoenix 2011 — 2013
BS, Business Adminsitration
Dixie State University 1999 — 2006
AA, Generals
Wells Fargo Advisors, LLC March 2011 - Present
Wells Fargo Bank April 2005 - March 2011
Wells Fargo Bank August 2004 - April 2005
Skills
401(k) Rollovers, Asset Allocation, Estate Investment..., Financial Services, Insurance, Investments, Retirement Planning, Risk Management, Strategic Planning, Wealth Analysis, Annuities, Business Development, Customer Service, Deferred Compensation..., Financial Advisory, Financial Analysis, Investment Planning, Investment Strategies, Leadership, Management, Multigenerational..., Mutual Funds, Organization Skills, Project Management, Relationship Management, Retirement, Retirement Plan..., Retirement Savings, Securities, Stock Analysis, Tax Efficient Strategies, Team Building, Volunteering, Wealth Preservation..., Fixed Annuities
Education
Dixie State University 2000 — 2003
Bachelor of Science, Business Administration
Pine View High School 1993 — 1997
Northside Achievement Zone (NAZ) May 2014 - Present
East Side Neighborhood Services May 2013 - April 2014
Emerge Community Development August 2012 - May 2013
Emerge Community Development August 2011 - August 2012
Wells Fargo Bank April 2010 - July 2011
Skills
Non-profits, Volunteer Management, Community Outreach, Public Speaking, Nonprofits, Program Development, Social Media, Microsoft Excel, Fundraising, Microsoft Office, Grant Writing, Community Development, Case Management, Youth Development, Customer Service
Education
Drake University 2007 — 2009
BA, Public Relations
Independent Contractor January 2013 - Present
Independent Contractor June 2010 - December 2012
Wells Fargo Bank June 2003 - June 2010
The El Dorado County Women's Center January 1993 - August 2001
Wells Fargo Bank, Real Estate Group April 1977 - December 1999
Skills
Taxonomy, Content Management, Strategy, Information Management, Business Process, Knowledge Management, Content Strategy, Project Management, Research, Leadership, IT Strategy, Training, Analysis, E-commerce, Program Management, Competitive Intelligence, Management
Education
Drexel University 2006 — 2010
Master of Science (M.S.), Library and Information Science, Knowledge Management and Competitive Intelligence concentration
California State University Sacramento 1998 — 2001
Bachelor of Science (B.S.), Business Administration, International Business concentration
Wells Fargo August 2014 - Present
Wells Fargo Bank August 2011 - March 2012
EMJ Real Estate Company July 2005 - December 2007
Skills
Consumer Lending, Small Business Lending, Commercial Banking, Loans, Retail Banking, Cross Selling, Credit, Banking, Lines Of Credit, Credit Analysis, Commercial Lending, Personal Banking, Mortgage Lending, Wealth Management, Uniform Combined State..., Series 6, Home Equity Lines of..., Loan Origination, Home Equity Loans, Merchant Services, Sales Management, Investments, Sales, Customer Service
Education
Diablo Valley College 2011 — 2012
St. Mary's College of California 2007 — 2009
Monte Vista High School
Wells Fargo Bank June 2006 - Present
Education
Doane College 1991 — 1994
B.A., Business Administration
Wells Fargo February 2000 - Present
Wells Fargo January 2006 - February 2009
Wells Fargo January 2005 - September 2006
Wells Fargo Bank January 2004 - August 2005
Wells Fargo January 2003 - March 2004
Wells Fargo January 2000 - January 2003
Skills
Banking, Finance, Sales, Customer Service, Profit, Retail, Life Insurance, Sales Management, Loans, Commercial Banking, Small Business Lending, Consumer Lending, Portfolio Management, Investments, Lines Of Credit, Series 7, Credit, Retail Banking, Deposits, Coaching, Cross Selling, Insurance, Home Equity Loans, Microsoft Excel, Series 6, Relationship Management, Financial Services, Banking Relationships, Teamwork, Private Banking, Home Equity Lines of..., Mortgage Lending, Commercial Lending, Mortgage Banking, SBA, Risk Management, Loan Origination, Cash Management, Strategic Financial..., Financial Analysis
Education
University of Phoenix 2005 — 2007
Master, Business Administration
Dixie State College 2000 — 2004
Bachelors of Science, Business Administration
Dixie State University 2000 — 2004
Bachelors, Business Administration
Valley Perinatal Services July 2014 - Present
Sing2Live September 2012 - Present
Dixie State University August 2013 - June 2014
Valley Perinatal Services 2014 - 2014
Hinton Burdick CPA's and Advisors April 2013 - July 2013
Zesty Apps September 2012 - March 2013
Wells Fargo Bank September 2011 - September 2012
Pier 1 Imports March 2011 - August 2011
Church of Jesus Christ of Latter-Day Saints 2009 - 2011
Deseret First Credit Union July 2008 - January 2009
Skills
Mandarin, Accountability, Tenacious Work Ethic, Goal-oriented..., Basic Accounting, Sales, Entrepreneur, Positivity, Public Speaking, Politics, Entrepreneurship, Accounting, Coaching, Finance, Leadership Development, Financial Analysis, Leadership, Event Planning, Team Building, Nonprofits, Fundraising, Research, Start-ups, Time Management, Small Business, Customer Service, Banking, Teamwork, Social Networking, Customer Satisfaction, Training, Strategy, Data Analysis, Social Media Marketing, Strategic Planning, Social Media, Budgets, Public Relations, Market Research, Team Leadership, Marketing, Management, Business Strategy
Education
Dixie State College 2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General; Marketing
Dixie State College 2011 — 2012
Associate of Arts (A.A.), Chinese Language and Literature
Dixie High School 2005 — 2008
High School Diploma, Drama and Dramatics/Theatre Arts, General
University of Pennsylvania, Lippincott Library June 2012 - Present
University of Pennsylvania, Lippincott Library September 2011 - June 2012
Drexel University September 2011 - June 2012
Wells Fargo Bank August 2010 - September 2011
Allens, Inc. January 2010 - June 2010
Skills
Bloomberg, Microsoft Office, Wordpress, Illustrator, LibGuides, LibChat, Information Literacy, Social Media, Thomson One Banker, Zephyr, IBIS, Mintel, Business Source Complete, Capital IQ
Education
Drexel University 2010 — 2012
Master of Science, Library & Information Science (MSLIS)
John Brown University 2007 — 2009
Bachelor of Science, Accounting
Wells Fargo Bank June 2005 - Present
Education
University of San Francisco 2011 — 2013
Bachelor of Science
Diablo Valley College 2003 — 2009
Associate of Arts, Liberal Arts
CRJ Business Interests - Family Asset Management January 2013 - Present
Wells Fargo Bank May 2007 - December 2012
Wells Fargo Bank May 1985 - May 2007
Skills
Team Building, Strategic Planning, Financial Services, Management, Organizational..., Capital Markets, Program Delivery..., Program Management, Process Improvement, Change Management
Education
Drake University 1977 — 1984
Master's degree, Public Administration
Iowa State University 1969 — 1974
Bachelor's degree, Landscape Architecture
Wells Fargo Bank October 2010 - Present
Wells Fargo 2004 - December 2010
Wells Fargo Home Mortgage March 2003 - June 2004
DuPont Pioneer 2001 - 2003
Harvard Community Health Plan/Neighborhood Health Plan May 1997 - December 2001
VNA January 1989 - April 1997
Elliot Hospital 1987 - 1989
Drake University & Des Moines Area Community College January 1979 - January 1983
Skills
Content Management, Documentation, Public Relations, Relationship Management, Leadership, Program Management, Management, Risk Management, Marketing, Press Releases, Budgets, Insurance, Enterprise Software, Project Management, Finance, Process Improvement, Software Documentation, Consumer Lending, Business Process, Banking
Education
Drake University 1979 — 1983
Master of Arts, English
Drake University 1975 — 1979
Bachelor of Arts - cum laude, English, Music
New Hampshire College
Graduate Certificate, Marketing
Nelson Staffing August 2012 - October 2012
Bank of America December 2011 - April 2012
Wells Fargo Bank October 2009 - April 2011
Kohl's Department Stores January 2009 - October 2009
Fidelity Investments October 1993 - January 1998
Skills
Microsoft Word, Microsoft Excel..., Outlook, IT Strategy, Customer-focused Service, Ten-Key by touch, 45 WPM Typing, Mainframe system MSP, Customer Service, Banking, Accounting
Education
Western Career College 2008 — 2009
Certificate Medical Assisting, CMA, 4.0
Diablo Valley College 1993 — 1997
Associate of Arts (AA), Social Sciences and Real Estate, 3.88
Havens Creative March 2015 - Present
Independent Contractor July 2012 - Present
Freelancer - Multimedia May 2011 - Present
Arabica Lounge August 2012 - November 2013
Bulit for Man July 2012 - September 2012
Wells Fargo Bank May 2007 - May 2012
Skills
Microsoft Office, Spanish, PowerPoint, Customer Relations, Social Media, Marketing Communications, Audacity, Digital Photography, Wordpress, Writing, Event Planning, Photoshop, Soundslides, Multimedia, Public Relations, WordPress, Customer Service, Brand Development, Creative Writing, Photography, New Media, Online Marketing
Education
University of Washington 2010 — 2012
BS, Communications
Dixie State College 2007 — 2009
Associates of Art, Business, Spanish
Frontier Behavioral Health July 2013 - Present
Volt November 2012 - July 2013
Spokane Neighborhood Action Program October 2012 - November 2012
Wells Fargo November 2011 - October 2012
Wells Fargo Bank January 2006 - November 2011
Wells Fargo Bank August 2004 - January 2006
Wells Fargo Bank September 2003 - August 2004
Adecco Employment Services July 2003 - September 2003
Little Earthlings Home Day Care April 2002 - January 2003
Bank of America December 1998 - April 2002
Skills
SQL, SAS, Business Intelligence, Credit, Microsoft Excel, Credit Cards, Strategy, Microsoft SQL Server, Customer Service, Data Analysis, Analysis, Business Analysis, Fraud, Troubleshooting, Report Writing, Banking, Analytics, Finance
Education
Portland State University 2008 — 2011
MBA, International Management
Golden Gate University 2005 — 2008
BBA.FIN, Business - Finance
Diablo Valley College 1995 — 1997
AA, Liberal Arts
B. Christopher February 2013 - Present
Department of Public Social Services January 2012 - September 2014
Reach Los Angeles February 2011 - November 2013
Wells Fargo Bank October 2009 - January 2012
KJLH October 2008 - October 2009
Celebrity Service Int. October 2008 - February 2009
Dowling College September 2004 - June 2007
Talent ScoutOne Source November 2006 - January 2007
Skills
Banking, Customer Service, Enrollment Management, Cross Selling, Management, Outlook, Student Financial Aid, Finance, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Nonprofits, Leadership, Fundraising, Community Outreach, Marketing, Project Management, Training, Software Documentation, Policy, Research, Public Speaking, Facebook, Blogging, Social Networking, Office Management, Public Relations, Recruiting, Event Planning
Education
California State University 2007 — 2009
Bachelor of Arts, Cinema and Television
Dowling College 2004 — 2007
The Academy of Music at Alexander Hamilton High School ComplexSpring 2004
High School Diploma, Vocal Performance Major
Wells Fargo Bank July 2010 - Present
Century Bank August 2004 - April 2009
Washington Mutual April 1999 - August 2004
Skills
Management, Policy, Employee Relations, Banking, Recruiting, Leadership, Training, Customer Service, Coaching, Management Development, Training Delivery, Human Resources, Team Building, Process Improvement, Credit
Education
University of Phoenix 2000 — 2002
Master of Arts, Organizational Management
Dillard University 1994 — 1999
BA, Business Management
Mc Main 1988 — 1993
High School Diploma
VE Management and Investment Co., L.C. March 2013 - Present
Wilson Electronics June 2011 - March 2013
NAI Utah Southern Region February 2011 - June 2011
Wells Fargo Bank October 2009 - March 2011
Skills
Microsoft Excel, Crystal Reports, MAS 90, Google Analytics, Google Adwords, Data Analysis, Financial Analysis, QuickBooks, Omniture, Mobile Devices, Leadership, Outlook, Mas 90, Advertising, Budgets, Analysis, Sales, Management, Microsoft Office, Marketing, Customer Service
Education
Dixie State College 2007 — 2011
Business Administration, Finance
Wells Fargo Bank February 2006 - Present
Education
Diablo Valley College
Santander Bank, N.A. December 2009 - Present
Wells Fargo Bank January 2008 - November 2009
Citizens Bank 1996 - 2007
Skills
Due Diligence, New Business Development, Small Business Lending, Working Capital..., Asset Based Lending, Financial Modeling, Credit, Commercial Real Estate, Commercial Banking, Portfolio Management, Credit Analysis, Retail Banking, Mergers & Acquisitions, Capex, Middle Market, Loans, Underwriting, Financial Analysis, Cash Management, Finance, Risk Management, Business Development, Relationship Management, Capital Markets, Consumer Lending, Executive Management, Credit Risk, Banking, Loan Origination, Management, Private Equity, Commercial Lending, Mergers, Lines Of Credit
Education
Drexel University 1978 — 1983
B.A., Accounting
Bank of America Merrill Lynch October 2014 - Present
TEKsystems June 2014 - October 2014
Signature Consultants November 2013 - June 2014
Wells Fargo May 2013 - November 2013
Wells Fargo May 2012 - April 2013
Wells Fargo Bank September 2010 - May 2012
Wachovia, A Wells Fargo Company May 2009 - September 2010
Wachovia Corp. January 2007 - May 2009
Wachovia Bank January 2005 - January 2007
Wachovia Securities 2001 - 2005
Skills
Large Group Facilitation, Program Facilitation, Project Facilitation, Process Improvement, Program Management, Process Engineering, Strategic Planning, Imaging Systems, Mergers, Compliance, IT Management, Team Building, Change Management, Customer Relations, Vendor Management, Team Leadership, Cross-functional Team..., Business Analysis, Project Management, Banking, Leadership, Agile Methodologies, Visio, Disaster Recovery, Management, Mergers & Acquisitions, Quality Assurance, Software Documentation, Project Planning, Analysis, ITIL, Data Center, Enterprise Software, Start-ups, ERP, Servers, Skilled Relationship..., Cross Functional..., Budgets, Consulting, Project Portfolio..., Financial Services, Risk Management, IT Strategy, Information Technology, PMO, Software Project..., Infrastructure, Agile Project Management, Project Delivery
Education
Rowan University 1978 — 1982
BA, Communications
Drew University
Post-graduate coursework
Dominican University of California November 2014 - Present
Dominican University of California July 2010 - February 2014
CSU Bakersfield February 2007 - June 2010
Wells Fargo Bank January 2006 - September 2006
Sonoma State University August 2005 - November 2005
Skills
Spanish, Higher Education, Research, Program Management, Admissions, Management, Recruiting, Customer Service, Career Development, Public Speaking, Community Outreach, Student Affairs, Student Financial Aid, Nonprofits, Marketing
Education
Dominican University of California 2011 — 2013
MBA, Global Management
Sonoma State University 2001 — 2005
BS, Business Administration
Federal Reserve Bank of San Francisco June 2007 - Present
World Arts West 1999 - Present
Federal Reserve Bank of San Francisco October 2001 - June 2007
Fort Mason Foundation August 1989 - November 2006
INVESTools, Inc 1999 - 2001
Wells Fargo Bank 1990 - 1997
Skills
Usability Testing, User-centered Design, User Experience, Web Applications, Focus Groups, Training Skills, Section 508 Compliance, User Research, Usability, Persona, Training, Agile Methodologies, Visio, Usability Engineering, jQuery, SharePoint, Accessibility, Content Strategy, Web Development, JavaScript
Education
Dominican University of California 1980 — 1983
BA, Business Administration and Theatre (Double Major)
ReadyCap Lending, LLC June 2014 - Present
CIT October 2011 - June 2014
Wells Fargo December 2009 - January 2011
Wells Fargo Bank February 2008 - December 2009
TCF NATIONAL BANK August 2006 - January 2008
The University of Michigan 2001 - 2008
The University of Michigan 2001 - 2008
Skills
Financial Analysis, Financial Management, Corporate Finance, Excel, Financial Risk, Financial Regulation, Financial Responsibility, Regulatory Affairs, Regression, Statistics, Matlab, Strategic Planning, Business Strategy, Risk Management, Credit Risk, Risk Analysis, Executive Management, Appraisals, Benchmarking, Negotiation, Program Management, Process Improvement, Government Relations, Public Relations, Policy Analysis, Public Policy, PowerPoint, Word, KPI, Team Leadership, Thought Leadership, Technical Leadership, Situational Leadership, Technology..., System Testing, Workflow, Change Management, Budgeting, Budget Analysis, Capital Budgeting, Staff Management, Staff Development, Capital Markets, Financial Markets, Banking, Non-profits, Persuasion, Cost Reduction, Value Creation, SQL
Education
Drexel University 2009 — 2011
Master of Science, Public Policy-Economics
Wayne State University 1999 — 2006
Bachelor of Science, Finance
Washtenaw Community College 1995 — 2005
Associate of Science, Mathematics/Natural Science
Wells Fargo 2010 - Present
Wells Fargo Bank August 2009 - Present
Wachovia Securities 2004 - January 2010
Wachovia 1998 - 2004
CoreStates June 1986 - 1998
Reliance Insurance September 1984 - June 1986
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Due Diligence, Risk Management, Strategy, Credit, Financial Risk, Strategic Planning, Analysis, Business Development, Banking, Finance, Financial Services, Management, Executive Management, Investment Banking, Loans, Managerial Finance, Equities, Budgets
Education
Drexel University 1986 — 1990
MBA
La Salle University 1980 — 1984
B.S. Finance
La Salle University - School of Business Administration 1980 — 1984
BS
Wells Fargo Bank July 2006 - Present
Education
Drake University 2007 — 2010
BSBA in Management, Business & Public Administration
Wells Fargo Bank July 2014 - Present
TD Bank Group February 2009 - July 2014
Chase August 2006 - January 2009
Washington Mutual Bank August 2004 - July 2006
Skills
Consumer Lending, Small Business Lending, Retail Banking, Banking, Lines Of Credit, Loans, Credit, Commercial Banking, Mortgage Lending, Commercial Lending, Home Equity Lines of..., Personal Banking, Cross Selling, Financial Services, Wealth Management, Customer Service, Microsoft Office, Sales, Public Speaking, Management, Investments, Microsoft Word, Leadership, Insurance, Finance, Mutual Funds, Financial Planning, Cash Management, Deposits, Loan Origination, Credit Cards, Mortgage Banking, Refinance, Retirement Planning, Coaching
Education
Dowling College
Farmingdale State University of New York
State of Nebraska February 2013 - Present
Nebraska Department of Corrections September 2010 - February 2013
Star City Media, LLC April 2010 - July 2010
TierOne Bank May 2007 - February 2010
TierOne Bank November 2005 - May 2007
Edward Jones & Co May 2004 - October 2005
Wells Fargo Bank March 2003 - May 2004
Papa Johns Pizza October 1998 - March 2003
Skills
Customer Service, Sales, Loans, Retail Banking, Microsoft Office, Mortgage Lending, Advertising, Sales Management, Insurance, Management, Time Management, Public Speaking, Credit, Banking, Outlook, Leadership
Education
Doane College 2012 — 2015
Master of Arts (MA), Mental Health Counseling/Counselor
University of Phoenix 2009 — 2011
Bachelors, Criminal Justice
Southeast Community College 2003 — 2004
Associate of Applied Science, Business Administration; Marketing focus
Wells Fargo Bank 2003 - Present
IKON Office Solutions 2001 - 2003
Skills
Credit Analysis, Credit, Loans, Small Business Lending, Commercial Lending, Consumer Lending, Loan Origination
Education
Drake University 2005 — 2008
MBA, Business and Finance
Iowa State University - College of Business 1998 — 2001
Bachelor of Science, Marketing, Business Adminstration
Capital One, NA April 2013 - Present
Capital One December 2007 - April 2013
Wachovia Bank January 2005 - December 2007
Chase Bank 2003 - 2006
Wells Fargo Bank June 2000 - May 2003
European American Bank February 1996 - May 2000
Skills
Portfolio Management, Credit, Loans, Assets Recovery, Credit Analysis, Banking, Commercial Lending, Finance, Commercial Banking, Mortgage Lending, Underwriting, Asset Management, Relationship Management, Real Estate, Strategy, Treasury Management, Lines Of Credit, Commercial Real Estate, Business Development, Loan Origination, Financial Analysis, Risk Management, Credit Risk, Management, Financial Services
Education
Association of Certified Fraud Examiners 2012 — 2014
Certified Fraud Examiner, Financial Forensics and Fraud Investigation, Certified
Dowling College
BBA, Accounting
Wells Fargo Bank 2004 - Present
Harcourt Brace Jovanovich 1984 - 1986
Manufacturers Hanover Bank 1979 - 1984
Skills
Small Business, Financial Services, Credit, Portfolio Management, Small Business Lending, Business Relationship..., Commercial Banking, Credit Analysis
Education
New York University 1978 — 1982
Master of Business Administration (MBA)
Drew University
BA
The Bancorp March 2014 - Present
Susquehanna Bank April 2011 - February 2014
Wells Fargo Bank September 2010 - May 2011
CIT Healthcare LLC November 1998 - September 2010
Healthcare Business Credit Corp 1998 - 2009
Commerce Bank 2004 - 2005
Healthcare Finance Group 2003 - 2004
Mellon Bank 1994 - 1998
United Jersey Bank 1990 - 1994
Bank of New England 1988 - 1990
Skills
Asset Based Lending, Risk Management, Team Building, Training, Business Development, Change Management, Credit, Commercial Banking, Management, Loans, Banking, Commercial Lending, Portfolio Management, Leadership, Mergers, Underwriting, Credit Analysis, Financial Analysis, Mergers & Acquisitions, Loan Origination, Due Diligence, Capital Markets, Factoring, Commercial Real Estate, Lines Of Credit, Structured Finance, Sales, Insurance, Finance, Private Equity, Small Business Lending, Executive Management, Credit Risk, Financial Structuring, Financial Services, Corporate Finance
Education
CIT Core Manager Program 2008 — 2008
University of Delaware - Lerner College of Business and Economics 1984 — 1990
MBA, Finance
Drexel University - College of Business and Administration 1975 — 1979
BS, Accounting
Roxborough High School 1971 — 1975
Wells Fargo August 2012 - Present
Wells Fargo October 2009 - August 2012
PepsiCo 2004 - 2009
PepsiCo 1998 - 2004
Wells Fargo Bank 1996 - 1998
First Interstate Bank 1990 - 1996
Automated Financial Systems / Littlewood Shain and Company 1979 - 1990
Federal Reserve Bank of Philadelphia 1977 - 1979
Skills
Treasury Management, Cash Management, Finance, Banking, Mergers & Acquisitions, Strategy, Treasury, Financial Services, Portfolio Management, Analysis, Risk Management, Management, Process Improvement, Business Process, Change Management, Global Cash Management, Internal Controls, Integration, Liquidity Management, Mergers, Credit, Leadership, Financial Modeling, Financial Risk, Acquisition Integration, Corporate Finance, Forecasting, Working Capital..., Business Analysis, Training, SAP, Strategic Planning, Payments, Cash Flow Forecasting, Relationship Management, Strategic Financial..., Financial Reporting, Business Transformation, Capital Markets, Business Process..., Executive Management, Cash Flow, ERP
Education
Drexel University 1979 — 1982
MBA, Finance
University of Pennsylvania 1973 — 1977
BS, Finance, Decision Sciences
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Finance, Decision Sciences
Murphy-Hoffman Company (MHC Kenworth) May 2015 - Present
Wells Fargo Bank September 1992 - May 2015
McGladrey & Pullen July 1990 - September 1992
Skills
Commercial Banking, Commercial Lending, Finance, Sales
Education
Drake University 2000 — 2002
MBA
Simpson College 1986 — 1990
Anne Arundel County Public Library December 2014 - Present
Enoch Pratt Free Library & Maryland State Library Resource Center March 2014 - December 2014
Enoch Pratt Free Library June 2011 - March 2014
Enoch Pratt Free Library / State Library Resource Center October 2008 - June 2011
Ramsey County Library February 2007 - July 2008
Wells Fargo Bank July 2004 - February 2007
Wells Fargo Bank November 2003 - July 2004
Skills
Customer Service, Library, Research, Editing, Microsoft Office, Supervisory Skills, Scheduling, Event Planning, Programming, Program Development, Collection Development, Community Outreach, Library Instruction, Library Science, Public Libraries, Training, Virtual Reference, Books, Libraries
Education
Dominican University 2005 — 2008
MLIS, Library and Information Science
Eastern Mennonite University 1997 — 2001
BA, English
Wells Fargo Bank January 2012 - Present
Wells Fargo Bank January 2008 - December 2011
Wells Fargo February 2005 - January 2008
Wells Fargo April 1999 - February 2005
Cohesive Technical Solutions, Inc. January 1997 - March 1998
Skills
Enterprise Architecture, Integration, IT Strategy, Solution Architecture, Requirements Analysis, Testing, Servers, Strategic Planning, Distributed Systems, Deployment, Technical Architecture, Server Architecture, Windows, Business Architecture, SQL, SharePoint Designer, NetApp Filers, Tibco Cloud Technologies, Unix, SharePoint, Microsoft SQL Server, Visio, Virtualization, VMware, Software Development, Active Directory, Infrastructure, Windows Server, Linux, Scrum, Operating Systems, Powershell, Citrix, VMware Infrastructure, VBScript, Storage, Disaster Recovery, Vendor Management, System Deployment, IT Management, Cloud Computing, High Availability..., In-memory Data Grids, Security, IIS, SDLC
Education
Diablo Valley College
AA, Computer Science
University of San Francisco
BSc, Economics
CDC Small Business Finance August 1995 - Present
Wells Fargo Bank January 1991 - January 1994
Skills
Commercial Lending, Loans, Small Business Lending, SBA, Finance, Commercial Mortgages, Small Business, Commercial Banking, Mortgage Lending, Lines Of Credit, Loan Origination, Investment Properties, Underwriting, Asset Based Lending, Banking, Credit, Credit Analysis, Due Diligence
Education
Dordt College 1983 — 1988
B.A., Business Administration
John Muir Health January 2014 - Present
The Gap October 2013 - November 2013
Mapfre Insurance March 2013 - October 2013
Hedgehog Films September 2007 - December 2012
Wells Fargo Bank December 2000 - December 2010
Internal Revenue Service May 1997 - December 2000
Skills
Languages: English,..., Technical Support, Visio, XP, Active Directory, Security, Operating Systems, Help Desk Support, Software Documentation, TCP/IP, Vendor Management, Outlook, Training, Backup Exec, Software Installation, Hardware, Arcserve, Networking, Laptops, Disaster Recovery, SharePoint, Blackberry, Microsoft Certified..., System Deployment, Windows 7, Troubleshooting, Project Management, Remote Desktop, Desktop Computers, Lotus Notes, Citrix, Windows XP, Windows, Microsoft Exchange, HP, Computer Hardware, Customer Service
Education
Contra Costa College
Associate of Science (A.S.), Engineering Science
Diablo Valley College
Engineering, Business
San Francisco State University, College of Business
Bachelor of Science (B.S.), Business Administration
Wells Fargo Bank October 2005 - Present
Wells Fargo Bank March 2003 - October 2005
Skills
Process Improvement, Vendor Management, Business Analysis, Team Leadership, Team Building, Management, Strategic Planning, Help Desk Support, SharePoint, Leadership, Analysis, Staff Development, Troubleshooting, Information Technology, Contract Recruitment, Risk Management, ITIL, Microsoft Excel, Microsoft Office
Education
Drake University 1995 — 2000
BSBA, Management Information Systems
Wells Fargo Bank December 1997 - Present
Signet Bank January 1988 - December 1997
Skills
Operational Risk, Risk Assessment, Compliance Testing, Regulatory Analysis
Education
Phila Institute for Paralegal Training 1980 — 1982
Generalist, Business Law
Dickinson College 1976 — 1980
BA, Political Science
St Paul's School for Girls 1900 — 1900
NA, NA
Cathedral
Currently Unemployed December 2013 - Present
Union Bank June 2010 - December 2011
Union Bank April 2008 - September 2011
Union Bank April 2008 - April 2008
Wells Fargo Bank September 1996 - June 2005
Wells Fargo Bank September 1996 - June 2005
Consumer Card Services November 1997 - May 2000
Skills
Microsoft Office Suite, LexisNexis, SearchSpace, OFAC, SEI, SVP, Global Plus, RCIF, ESB, Gifts, CAMS, Microsoft Office, Auditing, Due Diligence, Bank Secrecy Act, KYC, Banking, Credit Risk, Financial Services, Credit Cards, Credit, Internal Audit, Risk Management, Anti Money Laundering
Education
Diablo Valley College 2002 — 2005
Associate of Arts Degree, Administration of Justice
E. & J. Gallo Winery January 2014 - Present
E. & J. Gallo Winery August 2012 - December 2013
Procter & Gamble May 2011 - July 2012
Procter & Gamble June 2010 - May 2011
Procter & Gamble November 2007 - June 2010
Procter & Gamble August 2005 - November 2007
Procter & Gamble October 2003 - August 2005
Procter & Gamble August 2001 - October 2003
Wells Fargo Bank May 2001 - July 2001
John Deere Credit May 2000 - June 2001
Skills
Cross-functional Team..., Forecasting, Business Strategy, Consumer Products, Financial Analysis, Lean Manufacturing, Strategic Planning, Analysis, Competitive Analysis, Pricing, Finance, Business Planning, Financial Modeling, Financial Forecasting, FMCG
Education
Drake University 1999 — 2001
MBA, Management
Drake University 1997 — 2001
BSBA, Finance
Piercy Bowler Taylor & Kern, CPAs July 2015 - Present
Piercy Bowler Taylor & Kern, CPAs June 2014 - July 2015
Campbell Jones Cohen CPAs August 2012 - June 2014
Wells Fargo Bank July 2008 - August 2012
Table Leaf, LLC January 2011 - July 2012
RocketNEXT January 2011 - December 2011
VITA (IRS Volunteer Income Tax Assistance) January 2010 - April 2010
Effex Pest Control June 2006 - January 2010
The Church of Jesus Christ of Latter-day Saints April 2004 - April 2006
Skills
Tax Preparation, Tax, Accounting, Financial Reporting, Caseware, Compilation Of..., Quarterly Tax Provisions, ASC 740, Auditing, Forecasting, Bookkeeping, QuickBooks, Financial Accounting, Microsoft Excel, Lacerte, Speak Italian, Speak Spanish
Education
Southern Utah University 2011 — 2012
Master of Accountancy, Accounting
Dixie State University 2006 — 2011
Bachelor of Science in Accounting, Accounting
InsideSales.com November 2014 - Present
InsideSales.com April 2014 - November 2014
Qualtrics October 2012 - April 2014
Fundly June 2011 - November 2012
ContactPoint, LLC April 2010 - June 2011
Wells Fargo Bank January 2006 - March 2010
The Church of Jesus Christ of Latter-day Saints December 2003 - December 2005
Skills
Management, Salesforce.com, SaaS, CRM, Sales, Account Management, Sales Hiring, The Art of Letting Go, Leadership, Time Management, Team Leadership, Trolling, Public Speaking, Enterprise Technology..., Sales Management, Training, Business Development, Sales Process, Customer Service, Team Building, B2B, Spanish, Market Research, Solution Selling, Lead Generation, Marketing, Marketing Strategy, Training Delivery, Sales Operations, Strategy, Strategic Partnerships, Business Relationship..., SugarCRM, Zoho, Customer Retention, Direct Sales, Coaching, Start-ups, Fundraising, Selling, Enterprise Solution..., Entrepreneurship, Analysis, Analytics, Interviews, Technology Management, New Business Development, Marketing Analytics, Survey Design, Online Survey Design
Education
Dixie State College 2010 — 2012
Associate of Science (A.S.), Business
Snow Canyon High School 1999 — 2002
Wells Fargo January 2014 - Present
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank July 2011 - April 2013
M&M Music June 1998 - April 2013
Circuit City July 2008 - March 2009
Skills
Composition, Guitar, Music, Music Education, Songwriting, Musical Theatre, Guitarist, Bass, Ableton Live, Music Performance, Ensemble, Customer Service, Sales, Music Production, Entertainment, Studio Recording, Music Theory, Bands, Music Industry, Recording, Guitar Playing, Teaching, Microsoft Office, Social Media, Microsoft Word
Education
Drexel University 2011 — 2015
Master of Science (M.S.), Elementary Education and Teaching
Rowan University 2007 — 2011
Bachelor of Music, Music Composition/Guitar
Wells Fargo Bank June 2011 - Present
National Bank of Malvern July 2005 - December 2010
National Bank of Malvern January 2003 - June 2005
Municipal Mortgage and Equity Corporation March 1999 - December 2003
Ocwen Financial January 1998 - March 1999
Skills
Direct Sales, Credit Analysis, Financial Modeling, Financial Reporting, Customer Relations, New Business Development, compliance banking, Building Relationships, Banking Relationships, Relationship Development, Proficient in Microsoft..., Time Management, Inter-personal, Financial Analysis, Banking, Sales, Customer Service, Strategy, Loans, Business Development, Compliance, Credit, Investments, Commercial Lending, Managerial Finance, Leadership, Start-ups, Due Diligence, Real Estate, Finance, Commercial Banking, Loan Origination, Mortgage Lending, Small Business Lending, Equities, Financial Structuring, Commercial Real Estate, Mergers & Acquisitions, Financial Services, Asset Management, Commercial Mortgages, Healthcare Industry
Education
Drexel University 1992 — 1997
B.S. Business Admin., Finance, Economics
Stonier Graduate School of Banking / University of Pennsylvania 2007 — 2009
Banking
Wilmington Friends School 1992 — 1992
High School
Wells Fargo Home Mortgage March 2015 - Present
Wells Fargo Home Mortgage March 2013 - March 2015
Wells Fargo Bank April 2010 - March 2013
Wells Fargo October 2006 - April 2010
Wells Fargo Home Mortgage June 2004 - October 2006
Skills
Mortgage Lending, Loans, Risk Management, Underwriting, Analysis, Credit, Mortgage Banking, Loan Origination, Credit Analysis, Sales, Banking, Financial Analysis, Consumer Lending, Analytics, Financial Services, Residential Mortgages, Strategic Planning, Customer Service, Portfolio Management, Credit Risk, Business Analysis, Finance, Refinance, Financial Risk
Education
Drake University 2005 — 2007
Masters of Business Administration, Emphasis in Finance
Graceland University 1999 — 2005
Bachelors of Arts, Business Administration
Realty Income Corporation April 2015 - Present
Deloitte September 2012 - April 2015
Wells Fargo Bank December 2010 - July 2011
Dominican University of California August 2009 - May 2011
Skills
CPA, Financial Accounting, Accounting, Financial Analysis, Auditing, REIT Accounting, Inventory Analysis, Financial Reporting, Internal Controls, Finance, Leadership, Budgets, PowerPoint, Microsoft Excel, US GAAP, Microsoft Office, Research, Public Speaking, Teamwork, SEC filings, Financial Statements, Social Media, Big 4, Journal Entries, General Ledger, Cash Handling, Cash Flow Statements, Bank Reconciliation, Impairment Testing, Sarbanes-Oxley Act
Education
University of Southern California 2011 — 2012
Master of Accountancy (MAcc), Accounting
Dominican University of California 2007 — 2011
Bachelor of Arts, Business Administration; Finance Concentration
Wells Fargo October 2015 - Present
Wells Fargo March 2013 - Present
Wells Fargo Bank July 2011 - March 2013
Wells Fargo 2010 - July 2011
Integra LifeSciences May 2008 - May 2010
Washington Mutual Card Services 2007 - 2008
Wells Fargo 2006 - 2007
Wells Fargo 2004 - 2006
Wells Fargo 2000 - 2004
Wells Fargo 1998 - 2000
Skills
SAS, SQL, Cognos, Business Intelligence, Financial Analysis, ETL, Credit Risk, OLAP, Analytics, Access, Analysis, Business Analysis, Databases, Management, Process Improvement, Risk Management, Program Management, SAS programming, SDLC, Software Documentation, Teradata
Education
Drexel University - LeBow College of Business 2008 — 2010
MBA, Finance
University of Phoenix 1999 — 2004
BS, Information Technology
Wells Fargo Bank August 2001 - Present
Wells Fargo 2010 - 2014
Wells Fargo 2003 - 2010
Skills
Leadership Development, Business Strategy, Small Business..., Business Acquisition..., Leadership, Banking, Small Business, Credit, Loans, Finance, Portfolio Management, Financial Analysis, Risk Management, Commercial Banking, Community Banking
Education
Southern Utah University 2004 — 2005
Master of Business Administration (M.B.A.), MBA
Dixie State University 2000 — 2003
Bachelor’s Degree, Business Administration and Management, General
Wells Fargo Bank August 2014 - Present
Wells Fargo Bank March 2014 - August 2014
Bank of America August 2013 - March 2014
Wells Fargo January 2013 - August 2013
Wells Fargo January 2012 - January 2013
PetSmart May 2011 - January 2012
Macys September 2010 - February 2011
Pathways Home Health & Hospice July 2010 - January 2011
Dominican University of California August 2006 - May 2010
Bath and Body Works July 2007 - December 2007
Skills
Marketing, Teamwork, Management, CRM, Patience, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Social Media, Event Planning, Social Networking, Time Management, Event Management, Public Speaking, Sales, Leadership, Coaching
Education
Dominican University of California 2006 — 2010
BA, Business Administration
Dominican University of California 2006 — 2010
Bachelors, Arts; Business Administration; Management
Dominican University of California 2006 — 2010
Business Administration, Management, 3.0 GPA
archbishop riordan 2002 — 2006
High School Diploma, H.S. Diploma
Wells Fargo Bank May 2015 - Present
Primerica November 2014 - July 2015
Prins farm March 2004 - October 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Java, HTML, Time Management, Finance, Team Leadership
Education
Dordt College 2010 — 2014
Bachelor of Arts (B.A.), Finance, General
McLean Mortgage Corporation November 2013 - Present
Wells Fargo Home Mortgage July 2012 - November 2013
ONQ Financial November 2011 - July 2012
Dover Mortgage Company April 2010 - October 2011
American Home Bank April 2009 - April 2010
Wells Fargo Bank June 2007 - April 2009
Emerican Lending, Inc January 2004 - June 2007
Home Loan Center June 2002 - January 2004
Skills
Mortgage Lending, Loans, FHA, Government Loans, Reverse Mortgages, Certified Mortgage..., Credit Analysis, Construction Loans, Pricing, USDA, Sales Management, Banking, Mortgage Underwriting, Purchasing, Underwriting, Customer Service, Foreclosures, Commercial Lending, Mortgage Banking, REO, Refinance, Retail, Sales, Loan Origination, Residential Homes, Due Diligence, VA loans, Selling, Credit, FHA financing, Investment Properties, Real Estate, Residential Mortgages, 203K, USDA Rural Housing, Renovation, Jumbo Mortgage, Super Jumbo, Luxury, Recruiting, Mortgage Marketing, nchfa, nc bond, House Charlotte, CTP, Vacant Lots, HomePath, New Home Purchase, Marketing Strategy, Real Estate Lending
Education
University of Southern California - Marshall School of Business 2002 — 2003
Dickinson College 1990 — 1994
Bachelor of Arts (B.A.), Political Science and Government
MarketLive December 2010 - Present
Wells Fargo Bank July 2010 - December 2010
Allianz May 2007 - April 2010
Firemans Fund Insurance Company May 2006 - May 2007
Firemans Fund Insurance Company March 2004 - May 2006
Pacific Gas and Electric Company September 2002 - September 2003
Chevron February 2001 - August 2002
Bank of America July 1996 - November 2000
Bank of America March 1990 - June 1996
Skills
PMP Certified, Certified Scrum Master..., Program Management, Process Improvement, Management, Strategy, Vendor Management, SDLC, Training, MS Project, Project Management, PMO, IT Management, Projects, Staff Development, Business Intelligence, CRM, Software Development, Team Building, Organizational..., Analysis, Business Analysis, IT Strategy, Leadership, E-commerce, PMP
Education
Diablo Valley College 1982 — 1984
Courses in General Management
Victory Automotive Group September 2012 - Present
UVI Investments Group September 2009 - Present
Red Stone Joint-Stock Trading Company February 2009 - February 2012
Bank of America December 2007 - February 2009
Westamerica Bank June 2006 - December 2007
Wells Fargo Bank August 1994 - June 2006
CITIBANK, FSB August 2000 - October 2002
Skills
State of California..., State of California..., Selective Leadership..., Commercial Banking..., Business Banking Academy, Real Estate Lending..., Banking Foundation..., Treasuries and..., Moody's Credit and..., Training, Finance, Strategic Planning, Budgets, Leadership, Loans, Commercial Lending, Management, Sales, Cash Management, Financial Reporting, Sales Management, Business Development, Customer Service, Team Building, Underwriting, Coaching, Negotiation, Relationship Management, Team Leadership, Process Improvement, Real Estate, Marketing, Change Management, Recruiting, Operations Management, Leadership Development, Public Speaking, Banking, Commercial Banking, Project Management, Portfolio Management, Microsoft Office, Small Business Lending, New Business Development, Retail, Credit, Credit Analysis, Microsoft Excel, Performance Management, Research
Education
Wells Fargo Bank, Commercial Lending Academy
Credit Underwriting Commercial Lending, Commercial Real Estate Lending, SBA Lending and C&I Lending
Wells Fargo Bank, Business Banking Academy
Selective Leadership Academy
Certificate of Achievement
Dominican University of California 1994 — 1998
Bachelor of Business Administration (B.B.A.), International Business and Finance
Wells Fargo Bank September 2004 - Present
Wells Fargo July 2008 - August 2010
Education
Fresno Pacific University 2011 — 2012
Master of Business Administration (M.B.A.)
Dordt College
B.A., Business Administration
Randstad USA September 2015 - Present
Randstad USA November 2014 - Present
Stuefer Brothers May 2014 - November 2014
RJ Reynolds September 2013 - May 2014
IBM March 2013 - July 2013
Great Western Bank August 2012 - February 2013
Wells Fargo Bank February 2011 - August 2012
Ace Construction June 2003 - March 2011
Skills
Sales Operations, Business to Business..., Direct Sales, Sales Presentations, Sales Management, Cross Selling, Lines Of Credit, Strategic Financial..., Credit Risk, Sales, Management, Leadership, Business Development, Selling, Training, Customer Service, Cold Calling, Talent Acquisition, Account Management, Temporary Placement, Team Building
Education
Doane College 2005 — 2010
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Wells Fargo July 2013 - Present
Wells Fargo Bank 2008 - 2013
Wells Fargo 2006 - 2008
Intermountain Health Care 2005 - 2006
Skills
Customer Service, Account Management, Employee Training, Payment Services, New System Testing, Notary Public, Relationship Management, Financial Services, Banking, Credit, Finance, Financial Analysis, Financial Modeling, Loans, Strategic Financial..., Treasury Management
Education
University of Utah 2005 — 2009
Bachelor's degree
Dixie State College 2002 — 2004
Associate of Science (A.S.)
Marketing consulting May 2014 - Present
Sing N sprout with Libby March 2014 - Present
TCF Bank December 2013 - March 2014
TCF Bank February 2012 - January 2014
Wells Fargo January 2011 - February 2012
Wells Fargo Bank June 2010 - January 2011
Wells Fargo Bank November 2006 - June 2010
Skills
Analysis, Coaching, Training, Customer Satisfaction, Banking, Process Improvement, Risk Management, Microsoft Excel, Microsoft Office, Team Building, Leadership, Microsoft Word, Outlook, PowerPoint, Leadership Development, Public Speaking, Teamwork, Change Management, Supervisory Skills, Interviews, Staff Development, Organizational..., Commercial Banking, Cross Selling, Budgets, Social Networking, Customer Service, Sales, Management, Recruiting, Team Leadership, Call Centers, Time Management, Financial Analysis, Human Resources, Employee Relations, Strategic Planning, Operations Management, Retail Banking, Program Management, Sales Management, Accounting, Social Media, Critical Thinking, Networking, Employee Engagement, Finance, Resume Writing, iPhone, Career Path Planning
Education
University of Sioux Falls 2011 — 2014
Masters, Business Administration
University of Sioux Falls 2006 — 2011
Bachelor of the Arts, Business Administration
Dordt College
Mosaic Sales Solutions February 2015 - Present
Coface in North America February 2013 - April 2014
Whitney Bank June 2011 - August 2012
Escalate Marketing January 2008 - May 2011
Wells Fargo Bank June 2005 - August 2007
Skills
Leadership, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, Python, Business Analytics, Statistics, Business Strategy, Finance, Management Consulting, Risk Management, Project Management, Organizational..., Operations Management, International Business, Product Development, Product Management, Social Media Marketing, Marketing, Human Resources, Training & Development, Brand Management, Change Management, CRM, Key Account Management, Market Analysis, Strategic Planning, Digital Marketing, Management, Recruiting, Financial Services, Public Speaking, Managerial Finance, Corporate Communications, HR Strategy, Team Management, Team Building, HR Management, Sales, Relationship Management, Negotiation, Brand Awareness, Business Process..., Continuous Improvement, TQM, Customer Insight, Customer Service, Corporate Finance, Cross-functional Team...
Education
Tulane University - A.B. Freeman School of Business 2013 — 2015
Master of Business Administration (MBA), Strategic Management & International Business
Dillard University
Bachelor of Business Management, Entrepreneurship
Perkins Coie Trust Company April 2014 - Present
Wells Fargo Bank September 2011 - April 2014
Wells Fargo Advisors July 2010 - August 2011
Wells Fargo Advisors October 2009 - July 2010
Wells Fargo Advisors March 2008 - October 2009
Wells Fargo Financial April 2007 - February 2008
Wells Fargo Financial August 2004 - March 2007
Robert Half Technology August 2003 - August 2004
Skills
Relationship Management, Wealth Management, Fiduciary Services, Trust Services, Estate Administration, Trustee, Irrevocable Life..., Trusts, Fiduciary, Fixed Income, Bonds, Capital Markets, Investments, Asset Management, Strategic Financial..., Securities, Bloomberg, Trading, Series 7, Financial Planning, Series 63
Education
Cannon Financial Institute 2014 — 2016
CTFA
Drake University 1999 — 2003
BA, History / Political Science
Staffly, Inc. January 2015 - Present
Visa March 2011 - December 2014
Serve, an American Express Company April 2010 - March 2011
PayPal April 2009 - April 2010
Bling Nation August 2008 - January 2009
Wells Fargo Bank June 2001 - August 2008
Netopia 1999 - May 2001
CMP Media October 1998 - December 1999
Investor's Business Daily January 1997 - October 1998
Epsteen & Associates May 1994 - December 1996
Education
Dominican University of California 2004 — 2006
MBA
San Diego State University-California State University 1992 — 1996
Bachelor of Science
Loran Fite & Associates January 2004 - Present
Miratech 2013 - 2015
AccountNow June 2012 - July 2013
News Corporation 2000 - 2004
Westpac Banking Corporation August 1993 - October 1999
Wells Fargo Bank 1985 - 1991
Bank of Montreal 1980 - 1984
Bank of Montreal 1974 - 1979
Skills
IT Operations, CRM, Management, Analytics, Outsourcing, Strategy, SDLC, Business Transformation, Management Consulting, Business Development, Security, Start-ups, Banking, Governance, Business Strategy, Telecommunications, IT Strategy, Mergers & Acquisitions, Customer Service, Project Management, Recruiting, Financial Services, Process Improvement, Information Technology, Project Portfolio..., Service Delivery, Product Management, Change Management, Business Process..., Vendor Management, Enterprise Architecture, Risk Management, Program Management, Strategic Partnerships, Project Delivery, Strategic Planning, Mergers, IT Management, Business Analysis, Leadership, Business Continuity, Stakeholder Management, Retail, Professional Services, Business Intelligence, Cross-functional Team..., Enterprise Software, Cloud Computing, Consulting, SaaS
Education
Stanford University Graduate School of Business 2001 — 2001
eCommerce Program
Stanford University Graduate School of Business 1999 — 1999
SEP, Stanford Executive Program
Drake University 1969 — 1973
BA, Sociology
Schneider Electric June 2013 - Present
OpenTable February 2011 - May 2013
Wells Fargo Bank June 2009 - December 2010
Wells Fargo Bank February 2006 - December 2007
Skills
Cucumber, QTP, Test Planning, Test Automation, Quality Center, Selenium, Testing, VBScript, Regression Testing, Integration Testing, Agile Methodologies, Quality Assurance, Oracle, Microsoft SQL Server, Databases, Java, .NET, Ruby, Bug Tracking, MySQL, Black Box Testing, Web Applications, SQL, ClearQuest, JIRA, Mobile Applications, Watir, Agile, Test Cases, Agile Testing, XML, Web Services, IOS Automation, Android Automation, Coded UI, Desktop Application, TestLink, Selenium Webdriver, Web Testing, Test Automation..., Android, HP QTP
Education
Doctor Babasaheb Ambedkar Marathwada University 1997 — 2001
B.S.
Sun Microsystems 2004 — 2004
Sun Certified Java Programmer
Wells Fargo Bank October 2009 - Present
Wells Fargo 2009 - Present
Education
Drake University 1986 — 1994
MBA, Management
Wells Fargo Bank January 2015 - Present
Wells Fargo Bank December 2013 - January 2015
Wells Fargo Bank April 2013 - December 2013
Wells Fargo Bank June 2010 - April 2013
Wells Fargo Financial June 2007 - June 2010
Wells Fargo Financial September 2006 - May 2007
Wells Fargo Financial 2000 - 2006
Skills
Contract Negotiation, Vendor Relations, Operations Management, Credit, Customer Relations, Negotiation, Loans, Compliance, Customer Service, Credit Analysis, Process Improvement, Underwriting, Budgeting, Business Strategy, Banking, Call Center, Mortgage, Strategic Planning, Consumer Lending, Loss Mitigation, Relationship Management, Vendor Management, Mortgage Lending, Budgets, Commercial Lending, Finance, Management, Customer Satisfaction, Leadership, Portfolio Management, Mortgage Banking, Call Centers, Financial Services, Risk Management, Refinance, Loan Origination, Credit Risk, Credit Cards, Insurance, Financial Analysis, Customer Retention, Small Business Lending, Sales, Retail Banking, Commercial Banking, Cross Selling, Business Analysis, Mortgage Servicing, Residential Mortgages, Loan Servicing
Education
Drake University 2013 — 2016
Master of Business Administration (M.B.A.), Executive Development
William Jewell College 1996 — 2000
Bachelor's Degree, Business Administration
Vanguard January 2007 - Present
Wells Fargo Bank January 1997 - January 2007
Wells Fargo Bank 1997 - 2007
Principal Financial Group January 1991 - January 1997
Principal Financial Group 1991 - 1996
Skills
Series 6, 401k, Series 63, Retirement, Investments, Defined Benefit, Financial Services, Pensions, Asset Allocation, Relationship Management, ERISA, Profit Sharing, Defined Contribution
Education
Drake University 1993 — 1997
MBA
University of Iowa - Henry B. Tippie College of Business 1987 — 1991
Preble High School 1984 — 1987
Drake University
Master of Business Administration (MBA)
University of Iowa
Bachelor of Business Administration, Finance
NYSE 2006 - Present
NYSE Group 2004 - Present
NYSE Euronext November 2002 - Present
Archipelago Holdings, Inc. (Currently NYSE) November 2002 - Present
Nextcard, Inc. 1999 - 2002
Wells Fargo May 1997 - May 1999
Wells Fargo Bank 1997 - 1999
JBA Software Products 1994 - 1996
Skills
Trading Systems, Vendor Management, SDLC
Education
Dublin City University 1993 — 1994
MEng, Electronic Engineering
University College Dublin 1988 — 1992
BEng, Electrical & Electronic Engineering
Wells Fargo January 2013 - Present
Wells Fargo Bank 2008 - Present
Wells Fargo June 2005 - June 2008
Wells Fargo June 2000 - June 2005
Education
Drake University 2002 — 2005
MBA
University of Northern Iowa 1993 — 1997
Wells Fargo May 2012 - Present
Wells Fargo 2010 - May 2012
Wells Fargo Bank August 2006 - February 2010
BMW MOA 1998 - 2008
Siterra, Inc October 2005 - July 2006
GreenPoint Mortgage 2003 - 2005
EDS January 1992 - July 2002
Cellular One of Boston 1989 - 1992
Skills
SDLC, Vendor Management, Software Project..., Business Analysis, Program Management, Process Improvement, Requirements Analysis, Project Management, Visio, PMP, Requirements Gathering, Change Management, SharePoint, Risk Management, Business Process..., Leadership, Software Documentation, Databases, Integration, SQL
Education
Dominican University of California 2002 — 2004
None, Masters of Education
University of Massachusetts Lowell 1981 — 1985
B.S., Business Administration - MIS concentration
Wells Fargo June 2012 - Present
Wells Fargo Bank January 2009 - June 2012
Wells Fargo 1994 - 2007
Skills
IT Risk Management, Project Management, Requirements Management, Financial Analysis, Vendor Management, Process Improvement, Business Analysis, Risk Management, Strategic Planning, Portfolio Management, Project Portfolio..., Integration, Project Planning
Education
Drexel University - LeBow College of Business 1987 — 1998
MBA, Finance
Drexel University - College of Business and Administration 1982 — 1987
Bachelor of Science (B.S.), Accounting
ShippingEasy August 2012 - Present
Beutler Heating and Air Conditioning January 2012 - August 2012
American 1st Realty June 2010 - January 2012
Fairfield Police Department August 2010 - June 2011
Wells Fargo Bank August 2009 - June 2010
J.Rockcliff Realtors May 2003 - 2010
Department of Emergency Communication August 2008 - June 2009
J. Rockcliff Realtors May 2006 - August 2008
Century 21 Heritage Real Estate September 2003 - May 2006
PACIFIC STOCK EXCHANGE February 1997 - April 2003
Skills
Sales, Selling, Training, Marketing, New Business Development, Recruiting, Inventory Management, Customer Service, Investment Properties, Sellers, Purchasing, Market Research, Trading, Retail, Market Analysis, Program Management, Equities, Relocation, Account Management, Business Development, Cold Calling, Start-ups, Marketing Strategy, E-commerce, Sales Process, Direct Sales, Leadership, Sales Management, Lead Generation, Contract Negotiation, Team Building
Education
Diablo Valley College 1985 — 1993
Diablo Valley College
Associate of Arts
Wells Fargo Bank National Account ManagerSprintApril 1995 - July 2006
Education
Drake University
BA, Journalism/Marketing
U.S. Department of Labor December 2014 - Present
U.S. Department of Labor August 2009 - December 2014
U.S. Department of Labor June 2008 - August 2009
U.S. Merit Systems Protection Board October 2004 - June 2008
Wells Fargo Bank June 2004 - October 2004
Celerity Consulting Group February 2004 - April 2004
Skills
Policy, Government, Employment Law, Labor Relations, Human Resources, Employee Benefits, Federal Government
Education
University of California, Berkeley 2001 — 2003
B.A., Legal Studies
Diablo Valley College 1999 — 2001
General Education
Wells Fargo Bank February 2013 - Present
Apollo Group February 2012 - October 2012
Wells Fargo February 2011 - December 2011
mFoundry 2010 - 2010
Core Mobility August 2007 - December 2008
Wells Fargo March 2008 - November 2008
Education
Dickinson College 2002 — 2006
Bachelor's degree, Computer Science and Economics
Dickinson College
Wells Fargo Bank Business Systems ConsultantWells Fargo2001 - Present
Wells Fargo Card Services 2001 - Present
Education
Drake University 2004 — 2008
MBA, Masters in Business Administration
Loras College 1995 — 1999
Wells Fargo March 2014 - Present
Wells Fargo Bank March 2010 - March 2014
Wells Fargo Bank March 2000 - April 2010
Skills
Supply Chain Management, Banking, Procurement, Process Improvement, Contract Negotiation, Change Management, Business Process..., Risk Management, Management, Vendor Management, Strategic Sourcing
Education
Drake University 1994 — 1998
Wells Fargo Bank Vice President - Marketing Database ConsultantWells Fargo2004 - Present
Global Media USA 2002 - 2004
Frankel & Associates 1997 - 2001
IDT 1997 - 2001
KPMG 1992 - 1996
Skills
Financial Modeling, SQL, Database Marketing, Risk Management, Portfolio Management, Data Warehousing, SAS, Project Management, Banking, Credit Cards, Data Mining, Business Analysis, Financial Analysis, Analytics, Data Analysis, Credit Risk, Business Intelligence, Analysis, Teradata, Credit, Process Improvement, SDLC, Financial Services, Visio, Business Process..., Financial Risk, Business Requirements, CRM, Requirements Gathering
Education
University of California, Berkeley, Haas School of Business 2010 — 2010
Pricing, Pricing for Profitability
Dublin City University 1989 — 1993
University of California, Berkeley
Wells Fargo Bank March 1994 - Present
Education
Drake University 1971 — 1973
Iowa Central Community College 1969 — 1971
Wells Fargo Financial Leasing March 2009 - Present
Wells Fargo Financial Leasing October 2007 - March 2009
Wells Fargo Financial Leasing June 2007 - October 2007
Wells Fargo Financial Leasing October 2005 - June 2007
Wells Fargo Bank 1999 - 2005
Skills
Credit
Education
Drake University
Masters Degree in Accounting, Accounting
Drake University
MBA, Business Administration
Iowa State University
BA, Speech Communications
Liberty Mutual Insurance August 2014 - Present
Allstate June 2013 - August 2014
Wells Fargo Bank May 2010 - June 2013
Skills
Sales Management, Banking, Real Estate, Internal Audit, Sales Operations, Customer Service, Loan Origination, Training, Computer Proficiency, Coaching, Finance, Investments, Securities, Credit Analysis, Financial Analysis, Loans, Credit, Credit Risk, Retail Banking, Consumer Lending, Sales, Mortgage Banking, Management, Financial Services
Education
Drew University
Bachelors Degree, English Literature
Wells Fargo September 2011 - Present
Wells Fargo Bank April 2010 - September 2011
Wells Fargo Bank January 2006 - April 2010
Charles Schwab November 2003 - January 2006
Leap - Arts In Education November 2000 - November 2003
Skills
Marketing Strategy, Strategic Planning, Marketing, Financial Services, Social Media, Social Media Marketing, Social Media Strategist, Relationship Management, Integrated Marketing, Direct Marketing, Digital Marketing, Facebook, Sponsorship, Brand Awareness, Strategy, New Media, Sales, Multi-channel Marketing, Analytics, Event Planning, Relationship Marketing
Education
San Francisco State University, College of Business 2007 — 2009
MBA, Business
The Evergreen State College 1997 — 1999
BA, Fine Arts, Spanish
Drew University 1995 — 1997
Wells Fargo Bank August 2009 - Present
Hypo Real Estate Bank International August 2004 - February 2009
Hypo Real Estate Capital 2004 - 2008
Merrill Lynch September 1998 - August 2004
Holliday Fenoglio Fowler December 1997 - September 1998
Skills
Real Estate, CMBS, Mortgage Lending, Commercial Mortgages, Securitization, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Real Estate Development, Syndications, Construction Loans, Loan Servicing, Asset Management, Banking, Loan Origination, Loans, Real Estate Economics
Education
Dillard University 1989 — 1993
Wells Fargo Bank AttorneyWells Fargo2003 - Present
Skills
Mergers, Banking, Loans, Litigation, Mergers & Acquisitions, Risk Management, Asset Management, Contract Negotiation, Sales
Education
Drake University Law School 1996 — 1998
University of Northern Iowa 1992 — 1996
Bachelor of Arts (B.A.), Accounting
Wells Fargo Bank April 2006 - Present
Wells Fargo July 2003 - March 2006
Wells Fargo March 2002 - July 2003
Skills
Private Banking, Cross Selling, Finance, Management, Leadership, Customer Service, Business Development, Sales, Team Building, Microsoft Excel, Asset Management, Relationship Management, Risk Management, Banking, Microsoft Office, Wealth Management
Education
Ramapo College of New Jersey 1999 — 2001
Bachelor of Applied Science (BASc), Business Administration and Management, General
Dominican College of Blauvelt
Associate's degree
Univest March 2015 - Present
Wells Fargo Bank November 2011 - March 2015
Archbishop Carroll High School August 2010 - November 2011
Catholic Athletes for Christ February 2010 - November 2011
Living a Christ Centered Life December 2009 - November 2011
Archdiocese of Philadelphia October 2005 - June 2009
Shared Supports Concepts, Inc. June 2004 - February 2005
Sovereign Bank October 1998 - June 2004
Republic First Bank April 1997 - September 1998
CoreStates Bank June 1988 - April 1997
Skills
Management, Curriculum Design, Public Speaking, Financial Analysis, Sales, Commercial Banking, Program Management, Marketing Strategy, Marketing
Education
Drexel University 1989 — 1994
Master of Business Administration (MBA), Finance, General
Penn State University 1984 — 1988
Bachelor of Science (BS), Finance, General
First Guaranty Mortgage Corp April 2012 - Present
Home Savings of America August 2008 - February 2012
Wells Fargo Bank February 2008 - August 2008
Lehman Brothers Bank April 2007 - August 2007
Fremont Investment and Loan July 2004 - March 2007
Wells Fargo Home Mortgage November 2001 - July 2004
Skills
Compliance, Audit, Fraud, Underwriting, Mortgage Lending, Credit, FHA, Real Estate, Problem Solving, VA, Conventional, Due Diligence, Credit Analysis, Auditing, Mortgage Underwriting, Loans, Mortgage Banking, FHA financing, Residential Mortgages, VA loans
Education
Diablo Valley College
Real Estate
RBP Consulting May 2006 - Present
Universal Savings Bank January 2004 - June 2006
Providian Financial July 2002 - December 2003
First Union Bank - HomEq Servicing 1998 - 2002
Wells Fargo Bank 1986 - 1998
Bank of America 1984 - 1986
Chase Manhattan Bank 1981 - 1984
Skills
Vendor Management, Project Management, Re-engineering, Managerial Finance, Process Simulation, Software Development, Credit, Risk Management, Loans, Banking, Mortgage Lending, Credit Risk, Executive Management, Portfolio Management, Financial Risk, Credit Cards, Start-ups, Strategic Planning, Process Improvement, Due Diligence
Education
University of Rochester 1979 — 1981
MBA, Finance and Marketing
Dickinson College 1975 — 1979
Bachelor of Arts (BA), Economics and Political Science
JPMorgan Chase & Co. May 2014 - Present
JPMorgan Chase & Co. September 2011 - May 2014
JPMorgan Chase & Co. May 2010 - April 2011
Marriage Equality USA, Inc. December 2008 - April 2010
Wells Fargo Bank 2007 - 2008
Skills
Credit, Banking, Loans, Customer Service, Risk Management, Retail Banking, Mortgage Lending, Financial Analysis, Sales, Credit Analysis, Finance, Commercial Banking, Portfolio Management
Education
Dominican University of California
Master of Business Administration (M.B.A.), Leadership
Santa Clara University
Bachelor's Degree, Psychology
Principal Funds May 2010 - Present
Principal Global Investors June 2008 - June 2010
Principal Global Investors June 2001 - November 2009
GuideOne Insurance January 1998 - April 2000
Wells Fargo Bank June 1994 - January 1999
Skills
Advertising, Email Marketing, Web Marketing, Video Production, Brand Management, SEM, Marketing Communications, Corporate Communications, Marketing Strategy, Social Media Marketing, Investments, Copywriting, Strategic Communications, Marketing, Market Research
Education
Drake University 2005 — 2008
MBA, Finance
Iowa State University - College of Business 1990 — 1994
BA, Marketing
Self Employed January 2010 - March 2012
Charles Schwab April 2007 - January 2010
Wells Fargo Bank September 2005 - December 2006
Charles Schwab July 1997 - December 2001
Montgomery Securities May 1996 - June 1997
Skills
Retirement, Sales, Bonds, Investments, Management, Securities, Wealth Management, Trading, Alternative Investments, Equities, Fixed Income, Asset Allocation, Investment Management, Investment Strategies, Portfolio Management, Series 7, Investment Advisory, Hedge Funds, Financial Markets, Asset Management, Financial Services, Equity Research, ETFs, Strategic Financial..., Bloomberg, Series 63, Private Equity, IRAs, Wealth Management..., Mortgage Lending, Finance, Series 24, Risk Management, Equity Trading, Retirement Planning, Series 65, Banking, Options, Mutual Funds, Funding, Uniform Combined State..., FINRA, Investment Banking, Corporate Finance, Financial Analysis, 401k, Due Diligence, Financial Advisory, Separately Managed...
Education
Golden Gate University 1988 — 1990
MBA, Finance
Drake University 1976 — 1981
BA, Finance/Economics
First Republic Bank 2014 - Present
SunLink Corporation 2014 - 2015
Athens Administrators 2013 - 2014
Paradigm Healthcare Services 2013 - 2013
Omega Performance 2013 - 2013
Manilla.com 2012 - 2012
Charles Schwab 2011 - 2012
Kaiser Permanente IT 2011 - 2011
Wells Fargo Bank 2009 - 2011
Hewlett-Packard 2003 - 2008
Skills
Business Intelligence, Data Warehousing, SDLC, Business Analysis, Microsoft SQL Server, SQL, Oracle, Databases, Business Objects, Integration, Data Integration, Open Source, SSRS, T-SQL
Education
Drexel University
Wells Fargo Bank February 1985 - Present
Skills
Cash Management, Working Capital..., Treasury Services, Commercial Lending, Payments, Commercial Banking, Financial Analysis, Treasury, Treasury Management, Banking, Credit, Relationship Management
Education
Saint Joseph's University 1980 — 1981
BS, Marketing
Drexel University
Master of Business Administration (M.B.A.)
Principal Global Investors 2006 - Present
Wells Fargo Bank 2004 - 2006
Washington Mutual 2003 - 2004
Safeco Insurance 2001 - 2003
Principal Global Investors 1989 - 2001
Skills
Valuation, Capital Markets, Loans, Real Estate, Credit Analysis, Commercial Real Estate, Banking, Commercial Mortgages, Mutual Funds, Management, Asset Management, Investments
Education
Drake University 1995 — 1996
MBA, Business Finance
Iowa State University 1985 — 1988
BBA, Marketing
Advent Software December 2010 - Present
Deutsche Bank Securities May 2009 - December 2010
Iris Financial July 2000 - January 2009
Wells Fargo Bank June 1994 - June 2000
Skills
Architecture, Trading Systems, Risk Management
Education
Drexel University 1980 — 1984
BS, Computer Science
DNB First March 2015 - Present
Wells Fargo Bank 2009 - December 2014
GE Commercial Finance 1997 - 2006
Skills
Credit
Education
Drexel University - LeBow College of Business 1993 — 1998
MS-Finance, Finance
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Finance and International Business
Wells Fargo January 1980 - Present
Wells Fargo Bank 1977 - Present
Thrift Plan Inc 1976 - 1977
Skills
Credit, Loans, Banking, Small Business Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Loan Origination, Investments, Underwriting, Risk Management, Mortgage Banking, Wealth Management, Relationship Management, Strategic Planning
Education
Drake University 1972 — 1994
Masters Degree, Public Administration
Drake University 1972 — 1994
Bachelor's degree, Political Science and Government
Wells Fargo Bank Finance ManagerWells Fargo2003 - Present
Skills
Financial Analysis, Banking, Risk Management, Loans, Business Analysis, Financial Services, Credit, Management
Education
Drake University 1985 — 1986
MBA, Business Administration
Iowa State University - College of Business 1980 — 1984
Finance, Finance, Accounting, Economics
Wells Fargo Bank October 2005 - Present
AAA Mid-Atlantic-KEYSTONE INS CO June 1989 - October 2001
Skills
Treasury Management, Insurance, Banking, Credit, Retail Banking, Philanthropy, Commercial Banking, Credit Analysis, Cross Selling, Branch Banking, Branch Management, Fundraising, Mortgage Lending, Small Business Lending, Credit Risk, Risk Management, Consumer Lending, Portfolio Management, Cash Management, Financial Services, Payments, Treasury Services, Relationship Management, Treasury, Lines Of Credit, Financial Modeling, Commercial Lending, ACH
Education
Drexel University - College of Business and Administration 1979 — 1984
BS, BUS ADMIN HR/OP MGT
Des Moines Area Community College June 2014 - Present
Life Care Services June 2010 - February 2014
Wells Fargo Bank June 2009 - June 2010
Life Care Services April 2008 - May 2009
Nationwide Insurance August 2006 - March 2008
Drake University Legal Clinic June 2005 - August 2005
Iowa Coalition Against Domestic Violence May 2004 - August 2004
Skills
Legal Research, Corporate Governance, Public Speaking, Litigation, Legal Writing, Corporate Law, Employment Law, Licensing, HIPAA, Intellectual Property, Legal Assistance, Policy, Document Drafting, Mediation, Wills, Mergers & Acquisitions, Medicare
Education
Drake University Law School 2003 — 2005
Juris Doctorate, Law
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
Bachelor's of Business Administration, Management & Organization
Wells Fargo Bank October 2003 - Present
RSM McGladrey, Inc July 1996 - October 2003
Farm Bureau Financial Services August 1989 - June 1996
Education
Drake University
MBA
Luther College
BA, Management, Spanish
Bank of America Merchant Services January 2011 - Present
RBS WorldPay, Inc. September 2009 - April 2011
SHAZAM June 2004 - June 2009
First Data Corp January 2004 - July 2004
Chase Paymentech October 2000 - November 2003
First Data Corp December 1998 - October 2000
Wells Fargo Bank 1998 - 2000
Alliance Data Systems 1993 - 1998
Skills
Debit Cards, Business Development, Sales Operations, Contract Negotiation, Credit Cards, Sales, Relationship Management, Payments, CRM, Sales Management, Strategic Planning
Education
Diablo Valley College 1981 — 1982
California High School 1976 — 1981
Wells Fargo Bank November 2006 - Present
Fard Engineering June 2004 - November 2006
UC Davis January 2003 - June 2004
Skills
Assembly, Java,..., Flash, Dreamweaver,..., Dreamweaver, Microsoft Excel, HTML, Flash, Editing, Banking, Microsoft Office, Customer Service, Leadership, Project Management, Management, Team Leadership, Program Management, PowerPoint, OS X, Microsoft Word, Product Development, Training
Education
Diablo Valley College 2004 — 2014
Studied, Computer Science
University of California, Davis 1999 — 2004
Bachelor's degree, Electrical Engineer
Independent Consulting Services, L.L.C. October 2013 - Present
First Midwest Bank April 2012 - October 2013
Wells Fargo Bank August 1989 - April 2012
American Federal Savings & Loan March 1987 - July 1989
Hawkeye Bank & Trust September 1982 - March 1987
Morris Plan June 1978 - August 1982
Skills
Commercial Real Estate, Credit Analysis, Real Estate Financing, Commercial Mortgages, Real Estate Economics, Underwriting, Portfolio Management, Treasury Management, Real Estate Transactions, Leases, Real Estate Development, Due Diligence, Financial Services, FHA, Valuation, Negotiation, Selling, Lines Of Credit, Foreclosures, Refinance, Retirement Planning, Credit Risk, Commercial Appraisal..., Corporate Real Estate, Sales
Education
Drake University 1981 — 1983
MBA, Business and Finance
University of Iowa 1974 — 1978
BBA, Finance and Financial Economics
Amana High School 1970 — 1974
Wells Fargo May 2012 - Present
Wells Fargo Bank 2004 - 2010
Education
Eastern University 2000 — 2002
Bachelor of Arts, Organizational Management
Drury University 1990 — 1992
Associate of Science, Business Administration
Wells Fargo Bank April 1990 - Present
Bloomingdale's 1999 - 2013
Education
Drexel University - LeBow College of Business
Self-Employed April 2004 - Present
Wells Fargo Bank 2001 - 2003
Skills
Data Entry, Software Documentation, Customer Service, Online Research, Outlook, Administrative..., Access, Training, Microsoft Word, Microsoft Office, Telephone Skills, 10 Key, Microsoft Excel, Team Building, Social Networking, Call Centers, Editing
Education
Dordt College 1994 — 1998
BA, Psychology
PrinterLogic April 2015 - Present
PrinterLogic March 2014 - April 2015
PrinterLogic October 2013 - May 2014
Wells Fargo Home Mortgage February 2012 - October 2013
Ziehl 2013 - 2013
Wells Fargo Bank 2010 - 2012
Wells Fargo Financial August 2003 - September 2010
Skills
Consumer Lending, Loans, Credit, Credit Analysis, Mortgage Lending, Mortgage Banking, Loan Origination, Refinance, Sales, Team Building, Small Business Lending, Risk Management, Financial Services, Residential Mortgages, Management, Sales Operations, Enterprise Software, Customer Service, Strategy, Marketing, CRM, Sales Process
Education
Dixie State University 2000 — 2003
Bachelor of Science (B.S.), Design and Visual Communications, General
Dixie State University 2000 — 2002
BS, CIT
Wells Fargo Bank December 2006 - Present
ING Financial Partners October 2003 - December 2006
Colorfx October 1998 - October 2003
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Financial Reporting, Banking, Series 7, Mutual Funds, Accounting, Securities, Internal Controls, Credit, Sarbanes-Oxley Act, Mergers & Acquisitions, Due Diligence, Equities, Fixed Income, Bloomberg
Education
Drake University 1993 — 1997
BS, Accounting
West Ponit Central Catholic High School 1989 — 1993
Wells Fargo Bank April 2004 - Present
Societe Generale 2000 - April 2004
Royal Bank of Scotland 1987 - 2000
Skills
FX, Electronic Trading, FX Options, Trading Systems, FX Hedging, FX trading, Proprietary Trading, Financial Markets, Liquidity, Fixed Income, Trading, Options, Derivatives, Capital Markets, Currency, Hedge Funds, Foreign Exchange, Prime Brokerage
Education
Drew University
BA, Political Science
Bank of the West August 2007 - Present
Washington Mutual WAMU May 2006 - August 2007
Wells Fargo Bank September 2002 - May 2006
Skills
Customer Service, Banking, Loans, Insurance, Finance, Financial Services, Credit, Retail Banking, Mortgage Lending, Risk Management, Sales, Consumer Lending, Outlook, Small Business Lending, Commercial Lending, Customer Satisfaction, Lines Of Credit, Commercial Banking, Loan Origination, Cross Selling, SBA, Home Equity Lines of..., Credit Analysis
Education
Diablo Valley College 2000 — 2002
A.A. Liberal Arts
Custer Agency, Inc. June 2001 - Present
Wells Fargo Bank March 1999 - March 2001
Skills
Private Investigations, Workplace Violence, Investigation, Surveillance, Corporate Security, Physical Security, Security Operations, Protection
Education
Diablo Valley College
Administration of Justice
Los Medanos College Basic Police Academy
Basic P.O.S.T.
Alameda County Industries March 2013 - Present
Jackson Hewitt Tax Service January 2013 - April 2013
Alameda County Industries April 2011 - March 2013
International Rescue Committee February 2011 - April 2011
Wells Fargo Bank May 2010 - September 2010
Comcast Corporation May 2008 - May 2010
Comcast Corporation July 2007 - May 2008
Comcast August 2002 - July 2007
Skills
Sales, Billing Systems, Invoicing, Teaching, Tutoring, Customer Retention, Customer Satisfaction, Customer Service, Customer Experience, Telecommunications, Coaching, Team Building, Account Management, Cross-functional Team..., Microsoft Office, B2B, Recruiting, Management, Training, Sales Management, Leadership, Human Resources, Troubleshooting, Teamwork, Software Documentation, Data Entry, Networking, Time Management
Education
University of Phoenix 2010 — 2012
Bachelor of Science, Business
Diablo Valley College 2007 — 2010
Political Science
Laney College 2000 — 2005
General Education
Bank of America Merrill Lynch 1993 - Present
Heller Financial, Inc 1989 - 1993
Wells Fargo Bank 1984 - 1989
Skills
Credit Analysis, Banking, Commercial Lending, Commercial Banking, Credit, Credit Risk
Education
Wabash College 1984 — 1989
Bachelor of Arts (B.A.), Physics
Thunderbird School of Global Management 1981 — 1982
MIM, Banking and Finance
Drake University 1979 — 1980
Master of Business Administration (MBA), Banking and Financial Support Services
Wells Fargo Home Mortgage February 2012 - Present
Wells Fargo Bank September 2009 - Present
Skills
Banking, Credit Analysis, Customer Service, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, Risk Management, Portfolio Management
Education
Drake University 2010 — 2012
Masters in Financial Management, Financial Management
Wartburg College
Wells Fargo Bank May 2012 - Present
Wells Fargo Bank April 2009 - September 2012
Wells Fargo Bank April 2006 - April 2009
Sprint Nextel March 2004 - April 2006
Skills
Series 7, Series 66, Notary Public, CA Insurance License, Banking, Loans, Uniform Combined State..., Wealth Management, Financial Advisory, Consumer Lending, Credit, Small Business Lending, Lines Of Credit, Retail Banking, Private Banking, Portfolio Management, Relationship Management, High Net Worth...
Education
Diablo Valley College
Residence Maintenance. November 2009 - Present
Lile International October 2008 - October 2009
Kelly Services December 2007 - August 2008
SBM / Intel December 2006 - October 2007
Harder Mechanical Contractors July 2005 - October 2006
Miller Paint Company October 2003 - June 2005
WinCo Foods November 2002 - July 2003
Cashier Traders Joe's Grocers Stores November 1994 - November 2002
Wells Fargo Bank May 1986 - October 1994
Education
Diablo Valley College
Associate of Arts; graduate diploma, Business
Wells Fargo Bank December 2008 - Present
Women's Health and Birth Center January 2008 - December 2009
Wells Fargo Bank December 2002 - December 2008
Wells Fargo Bank November 2000 - December 2002
Education
Dominican University of California 2010 — 2013
MBA Strategic Global Management
Sonoma State University
2007, Bachelor of Science, Business Adminstration (Concentration in Marketing)
Starbucks June 2008 - Present
WELLS FARGO BANK January 1987 - June 2011
Skills
Banking, Customer Service, Management, Microsoft Office, Risk Management, Leadership, Sales, Financial Analysis, Business Analysis, Finance
Education
Diablo Valley College 2015 — 2019
Associate's degree in process, Criminal Justice/Law Enforcement Administration
Wells Fargo Home Mortgage July 2013 - Present
Wells Fargo Bank 2001 - July 2013
Skills
Loans, Credit, Risk Management, Mortgage Lending, Consulting
Education
Drake University 2009 — 2014
Master of Business Administration (MBA)
Drake University 1986 — 1988
BA, Economics
Wells Fargo Bank March 2000 - Present
Principal Financial Group 1999 - 2000
Principal Financial Group 1994 - 1999
Bankers Trust 1979 - 1994
Skills
Bonds, Financial Analysis, Business Development, Financial Services, Fixed Income, Investments, Market Research
Education
Drake University
Interior Design
Santa Monica College
Theater Arts
First National Bank of Omaha March 2015 - Present
First National Bank of Omaha October 2014 - Present
Mead Lumber September 2014 - November 2014
Continental Western Group November 2013 - July 2014
Nationwide Insurance October 2011 - November 2013
Allied Insurance July 2008 - October 2011
Allied Insurance January 2007 - July 2008
Wells Fargo Bank September 2005 - January 2007
Wells Fargo Bank June 2001 - September 2005
Skills
Insurance, Banking, Finance, Sales, Financial Risk, Retail Banking, Property, General Insurance, Commercial Insurance, Liability, Commercial Lines, Credit, Umbrella Insurance, Credit Analysis, Workers Compensation, New Business Development, Underwriting, Customer Service, Process Improvement, Analysis, Portfolio Management, Property & Casualty...
Education
Doane College-Lincoln Grand Island and Master 2004 — 2007
MAM, Management
University of Nebraska at Omaha 1995 — 2000
Criminal Justice, Criminal Justice & Sociology
Columbus Senior High 1991 — 1995
Rock Wall Wine Company September 2011 - Present
Wells Fargo Bank October 2008 - September 2011
Education
Diablo Valley College
Wells Fargo August 1984 - Present
Wells Fago Bank December 1984 - August 2013
Wells Fargo Bank December 1978 - August 2013
Skills
Retail Banking, Consumer Lending, Customer Service, Fraud Detection, Network Settlement, Sales and Service
Education
Regional Occupational Program 1988 — 1990
Certification of Completion, Computer Literacy, Office Admin, Advanced English, Math, n/a
Diablo Valley College 1985 — 1988
Associate's Degree, Business, Banking Operations, b