Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Wells Fargo Bank May 2011 - Present
Moneygram and Jostens - SOX September 2010 - December 2010
Merrill Corporation January 2006 - July 2009
Wells Fargo Bank January 2005 - January 2006
Argosy University April 2001 - September 2004
Primera Technology June 1998 - April 2001
Waste Management Inc May 1995 - June 1998
Piper Jaffray Inc January 1989 - January 1994
Skills
Project Planning, Project Execution, Business Analysis, Financial Analysis, Data Analysis, Business Process, Process Improvement, Accounting, Financial Reporting, Internal Controls, SOX, Forecasting, PeopleSoft, Strategic Planning, Risk Management, Documentation, Internal Audit, GAAP, Securities, Stocks, Bonds, Options, Derivatives, Hedging, Enterprise Risk..., Budgeting, Sarbanes-Oxley Act, Software Documentation, Auditing, Portfolio Management, Project Management
Education
University of St. Thomas Opus School of Business 2004 — 2010
M.B.A, Accounting / Business Risk Management
Northwestern College 1996 — 1998
B.S, Business Administration
Florida State University 1983 — 1985
Apple April 2010 - Present
MOSSA (fka body training systems) February 2014 - Present
Wells Fargo Bank 2004 - 2009
Skills
Strategic Planning, Customer Service, Financial Analysis, Forecasting, Account Management, Financial Reporting, Sales Management, Project Management, New Business Development, Business Analysis, Budgets, Team Building, Leadership, Management, Marketing, Inventory Management, Negotiation, Process Improvement, Product Management, Customer Satisfaction, Retail, Sales, Solution Selling, Start-ups, Strategy, Team Leadership, Business Development, Business Planning, Contract Negotiation, Cross-functional Team..., Product Marketing, Program Management, CRM, Sales Operations, Sales Process, Training, Strategic Partnerships, B2B, iLife, iWork, Leadership Development, Networking, Sales Presentations
Education
Franciscan University of Steubenville 2000 — 2003
Marketing, Business
USAA October 2013 - Present
Wells Fargo January 2013 - October 2013
Wells Fargo Bank 2006 - January 2013
Wells Fargo July 2005 - March 2006
Wells Fargo Bank September 1997 - June 2005
Skills
Data Mining, Performance Monitoring, Data Analysis, IT Audit, CISA, SOX, Compliance, Internal Audit, Risk Management, Banking, ACL, Audit, Risk, Information Security..., Sarbanes-Oxley Act, Auditing, Internal Controls
Education
Fort Lewis College 1989 — 1996
BS, Accounting
Wells Fargo Home Mortgage March 2012 - Present
Wells Fargo Bank September 2009 - March 2012
Wells Fargo Bank December 2008 - September 2009
Wells Fargo Bank October 2007 - December 2008
Wells Fargo Bank March 2007 - October 2007
Wells Fargo Bank March 2006 - March 2007
Wells Fargo Bank October 2004 - March 2006
Skills
Strategic Financial..., Banking, Credit, Financial Services, Portfolio Management, Sales, Retail Banking, Customer Service, CRM, Loans, Mortgage Lending, Loan Origination, Business Development
Education
Franklin University 2006 — 2010
Dual Bachelor of Science, Business Administration and Financial Management
Foothill College 2002 — 2005
AA, Spanish
Wells Fargo Bank January 2009 - Present
Education
Franklin & Marshall College 1978 — 1982
Bachelor of Arts (B.A.), Accounting
Landmark Dividend LLC July 2014 - Present
Gibraltar Private Bank & Trust April 2013 - July 2014
The Lloyd Daniel Corporation April 2010 - April 2013
AT&T May 2008 - June 2010
Wells Fargo Bank December 2004 - November 2007
G.M.A.C. December 2001 - November 2004
Centurion Mortgage and Save-N-Sell Realty January 1994 - August 2001
Skills
Copywriting, Marketing Strategy, Telecommunications, Customer Relations, Market Planning, Finacial Management, Direct Marketing, Creative Strategy, Television, Broadcast Television, Donor Development, Customer Service, Team Building, Account Management, Direct Sales, Social Media, Business Development, Forecasting, Sales, Social Networking, Entrepreneurship, Small Business, Building Relationships, Leadership, Coaching, Online Marketing, Marketing, Blogging, Strategy, Online Advertising, Finance, Analysis, Public Relations, Strategic Partnerships, Advertising, Email Marketing, Social Media Marketing, Start-ups, Strategic Planning, Leadership Development
Education
Florida State University 1990 — 1993
Florida State University: "The" University of Florida
Florida State University, Creative Writing/Screenwriting
Westminster Acadamy
Homesteaders Life Company January 2009 - Present
Thompson's Bayview Mortuary Inc. October 2008 - June 2011
Wells Fargo Bank March 2006 - June 2007
World Savings Bank June 1998 - February 2006
United Insurance Company of America February 1987 - May 1998
Thompson's Bayview Mortuary January 1975 - February 1987
Skills
Outlook, Microsoft Office, PowerPoint, Windows, Strategic Planning, Research, Budgets, Public Speaking, HTML, Negotiation
Education
Foothill College 1978 — 1980
Associate of Science (AS), Anaplastology, 3.00
San Francisco College of Mortuary Science 1976 — 1977
Funeral Director Embalmer, Mortuary Science and Embalming/Embalmer, 3.00
Ameris Bank July 2009 - Present
EverBank April 2002 - July 2009
Wells Fargo Bank April 2001 - April 2002
Skills
Fluent in Spanish, Credit, Underwriting, Mortgage Lending, Banking, Loans, Commercial Lending, Small Business Lending, Commercial Banking, Portfolio Management, Loan Origination, Credit Analysis, Risk Management, Insurance, Financial Risk, Retail Banking, Mortgage Banking, Credit Risk, Lines Of Credit, Commercial Mortgages, SBA, Consumer Lending, Cash Management, Refinance, Cross Selling, Treasury Management, Relationship Management, Construction Loans
Education
Jacksonville University- Davis College of Business 2007 — 2008
Masters of Business Administration, Finance
Florida State University 1997 — 2001
Bachelor of Science, Economics
Auction.com February 2014 - Present
Berkeley Point Capital LLC January 2012 - November 2013
Deutsche Bank Berkshire Mortgage July 2002 - March 2012
Wells Fargo Bank March 1999 - October 2000
Skills
Real Estate, Asset Managment, Loans, Underwriting, Commercial Real Estate, Real Estate Economics, Property Management, CMBS, Disposition, Mortgage Lending, Valuation, Financial Analysis, Real Estate Transactions, Real Estate Financing, Loan Origination, Asset Management, Portfolio Management, Structured Finance
Education
Florida State University - College of Business 2008 — 2010
MBA, Real Estate Finance
Northern Arizona University, College of Business Administration 1995 — 2000
Bachelor's degree, Finance
Monster Technologies October 2011 - Present
Wells Fargo Bank January 2009 - June 2011
Education
Francis Marion University 1983 — 1988
Bachelor of Arts (B.A.), English/Mass Communications
1st Security Bank of Washington January 2015 - Present
Wells Fargo Bank September 2002 - August 2014
US Banccorp June 1991 - September 2002
Skills
Management, Customer Service, Banking, Sales, Leadership, Risk Management, Financial Services, Process Improvement, Retail Banking, Wealth Management
Education
Penn State University 1985 — 1989
Graduate Lecturer, Linguistics
Franklin & Marshall College 1980 — 1984
Bachelor of Arts (B.A.), English and Spanish
Sequoia Equities, Inc. September 2014 - Present
Sequoia Equities, Inc. August 2011 - September 2014
Wells Fargo Bank December 2009 - August 2011
Massage Envy January 2007 - December 2009
Skills
Leases, Apartments, Property Management, Lease Administration, Rentals, Fair Housing, OneSite, Selling, Resident Retention, Marketing, Sales, Property, Training, Customer Service, Management
Education
Folsom Lake College 2014 — 2017
Associate of Arts (A.A.), Marketing
Maravilla Scottsdale May 2014 - Present
Washington Federal August 2012 - March 2014
Russo and Steele Collector Automobile Auction 2003 - February 2012
Irwin Union Bank January 2007 - February 2010
National Bank of Arizona February 2004 - December 2006
Self-employment November 2002 - May 2003
Wells Fargo Bank June 2000 - November 2002
Skills
•Multi-executive..., •Documentation review, Banking, Event Planning, Customer Service, Loans, Business Development, Underwriting, Finance, Credit, CRM, Commercial Lending, Commercial Banking, Commercial Mortgages, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Mortgage Banking, Loan Origination, Lines Of Credit, Cash Management, Retail Banking
Education
Florida State University
Bachelors of Science, Early Childhood Education
Harford Community College
AA, Interior Decorating
Precision Door service of Portland June 2013 - Present
Western Governors University April 2011 - Present
AT&T Mobility November 2008 - March 2013
Wells Fargo April 2007 - October 2008
Wells Fargo January 2004 - April 2007
Wells Fargo Bank November 2000 - January 2004
Skills
Cold Calling, Direct Sales, Salesforce.com, Solution Selling, Sales Presentations, Sales, B2B, Sales Management, Lead Generation, Customer Service, Business Development, Marketing, Customer Experience, Product Marketing, Team Building, Mobile Devices, Customer Retention
Education
Western Governors University 2011 — 2014
Working Toward Bachelors of Science, Sales and Sales Management
Portland State University 2002 — 2005
Human Resources Management and Services
Foothill College 2000 — 2001
General Studies, 3.5
University of Arizona 1999 — 2000
Fine and Studio Arts
Los Gatos High School 1996 — 1999
High School Diploma, General Studies
BB&T October 2013 - Present
Jonah Isserman March 2006 - November 2013
Merrill Lynch January 2012 - July 2012
Wells Fargo Bank October 2010 - November 2011
Trustco Bank September 2008 - October 2010
Skills
Microsoft Office, Adobe Creative Suite, HTML, CSS, Microsoft Word, Advertising, Social Media Marketing, Vector Illustration, Event Based Marketing, Trade Show Strategy, Salesforce.com, Appointment Generation, Management, Customer Service, Marketing Communications, Selling, Leadership, Team Leadership, Team Building, New Business Development, Social Media, Sales, Marketing Strategy, Marketing, Social Networking, Facebook, Graphic Design, Brand Management
Education
Florida State University 2001 — 2005
Bachelor of Science (B.S.), Studio Arts / Business Administration, 3.8 Grade Point Average
Wells Fargo October 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Fargo Bank June 2010 - June 2012
Wells Fargo Financial June 2009 - June 2010
Education
Florida Southern College 2004 — 2008
B.A., Finance
Finklea Law Firm January 2015 - Present
Wells Fargo Home Mortgage November 2013 - January 2015
Wells Fargo Bank April 2007 - October 2013
Sentry Bank & Trust April 2005 - April 2007
Skills
Mortgage Lending, Refinance, Loan Origination, Mortgage Banking, Loans, Credit, FHA, First Time Home Buyers, Real Estate, Retail Banking, Investment Properties, REO, Referrals, Short Sales, Foreclosures
Education
Francis Marion University
Wells Fargo Bank 2011 - Present
Independent Investment Advisor 2008 - 2011
Bank of America 2003 - 2008
Skills
Portfolio Management, Commercial Lending, Banking, Loans, Credit, Commercial Banking, Credit Analysis, Wealth Management, Mortgage Lending, Lines Of Credit, Treasury Management, SBA, Investments, Loan Origination, Asset Based Lending, Financial Analysis, Credit Risk, Mergers & Acquisitions, Financial Risk
Education
Florida State University - College of Business 1999 — 2000
MBA, Finance
Hampden-Sydney College 1990 — 1994
BA, Economics
Bank of America December 2014 - Present
Santander May 2012 - December 2014
Wells Fargo November 2009 - May 2012
Wells Fargo Bank November 2009 - May 2012
Arctic Slope Regional Corporation August 2009 - November 2009
ASRC Federal August 2009 - November 2009
Potbelly Sandwich Works June 2003 - November 2009
Potbelly Sandwich Works June 2003 - September 2009
Franklin and Marshall Office of Financial Aid February 2009 - May 2009
Penske Truck Leasing May 2008 - January 2009
Skills
Series 6, Series 63, Notary Public, Life Insurance, Banking, Small Business Lending, Finance, Leadership, Loans, Sales, Time Management, Management, Customer Service, Insurance, Mortgage Lending
Education
Franklin & Marshall College 2005 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
Franklin & Marshall College 2005 — 2009
Bachelor of Arts, Business Organization
Maret School 2002 — 2005
High School Diploma, High School/Secondary Diploma Programs
Alice Deal 1999 — 2002
Wells Fargo July 2014 - Present
Wells Fargo Bank September 1999 - Present
Commercebank 1998 - 1999
International Finance Bank (IFB) 1995 - 1998
Skills
Portfolio Management, Banking, Risk Management, Credit, Corporate Finance, Finance, Commercial Banking, Credit Risk, Relationship Management, Loans, Business Development, Management, Commercial Lending, Treasury Management, Cash Management, Credit Analysis, Asset Based Lending, Small Business Lending
Education
Florida International University - College of Business Administration 2001 — 2002
Masters of Science, Finance
Visa April 2012 - Present
Coveroo / Avalon Cove March 2011 - May 2012
Wells Fargo Bank May 2002 - March 2011
Phillips Brooks School September 2006 - September 2008
Skills
Microsoft Windows and..., Microsoft Office Suite..., Gmail, Google Docs and..., Mac Mail and iCal, FileMaker Pro, Internal banking..., Salesforce, Banking, Customer Service, Salesforce.com, FileMaker, Accounts Payable, Management, Team Management, Sales, Analysis, Administration, Credit, Microsoft Office, Finance, Commercial Lending, Relationship Management, Training
Education
University of California, Santa Cruz 2002 — 2005
BS, Biology w/ Minor in Earth Sciences
Foothill College 2000 — 2002
Associate, General Sciences
Wells Fargo September 2013 - Present
Wells Fargo September 2011 - August 2013
Wells Fargo Bank January 2007 - September 2011
Wachovia Bank 2003 - 2007
Skills
Risk Management, Analysis, Community Development, Skilled with Internet..., Investments, Banking, Nonprofits, Community Outreach, Budgets, Grants, Management, Highly Proficient in..., Knowledgeable with..., Economic Development, Internal Audit, Sponsorship, Business Analysis
Education
Florida State University 2000 — 2003
Bachelor of Science, Exercise Science
EF Education First February 2013 - Present
Brockway Hair Design January 2013 - 2013
Bumunders December 2010 - January 2012
Blue Shield of California September 2008 - June 2009
Wells Fargo Bank 2006 - 2008
Skills
Fashion, Apparel, Retail, Merchandising, Social Media, Photoshop, Fashion Design, Customer Service, Styling, Textiles, Marketing Strategy, Illustrator, Social Media Marketing, Marketing
Education
Folsom Lake College 2006 — 2012
Associate of Arts (A.A.), Social and Behavioral Science
Central Sierra ROP for Cosmetology 2002 — 2002
Cosmetology State License, Cosmetology/Cosmetologist, General
Independence High School 2002 — 2003
Diploma, General Ed, 12
Santa Rosa High School 1999 — 2002
Diploma, general ed
InteliChart May 2014 - Present
InteliChart May 2014 - May 2015
Computer Services, Inc. September 2012 - May 2014
Wells Fargo Bank May 2010 - September 2012
Astro Flooring August 2009 - May 2010
Skills
Business Requirements, Agile Methodologies, User Stories, Stakeholder Engagement, Client Presentation, Change Management, Functional Requirements, Non-Functional..., Identifying Client Needs, Customer Satisfaction, Business Process..., Competitive Analysis, Web Applications, SQL, Communication Skills, Software Quality..., Microsoft Excel, TFS, Time Management
Education
Francis Marion University 2005 — 2009
Bachelor's Degree, Finance
Wells Fargo Bank May 2002 - Present
Trexta June 2000 - July 2001
Pacific Coast One Stop dba Tempo Music And Video January 1994 - May 1999
Skills
Leadership, Customer Service, Process Improvement, Customer Retention, Account Management, Training, Coaching, Call Center, Marketing, Strategic Planning, Call Centers, Salesforce.com, Banking, Management, Team Building, Ergonomics, Customer Relations, Team Leadership, Performance Management, B2B, Microsoft Office, Problem Solving, Business Analysis, Recruiting, Customer Experience, Financial Services, Vendor Management, Business Development, Strategy, Holistic Leadership, Advocacy, Trend Based Coaching, Sales
Education
Marylhurst University 2010 — 2016
Master's Degree, Non-Profit/Public/Organizational Management
Florida State University 1988 — 1992
Bachelor's Degree, History
SunTrust Bank, N.A. March 2012 - Present
Wells Fargo Bank June 2009 - September 2011
Wachovia Bank, N.A. February 1990 - May 2009
Suntrust Bank, N.A. January 1989 - February 1990
Skills
Commercial Lending, Credit, Banking, Loans, Portfolio Management, Wealth Management, Private Banking, Real Estate, Credit Analysis, Commercial Banking, Small Business Lending, Investment Management, Credit Risk, Mortgage Lending, Loan Origination, Risk Management, Underwriting, Lines Of Credit
Education
Florida State University 1984 — 1985
MBA, General Business
Rutgers University-New Brunswick 1978 — 1981
Bachelor's degree, Business Economics - Philosophy
Rabo AgriFinance September 2013 - Present
Vectra Bank Colorado March 2013 - September 2013
Vectra Bank Colorado May 2008 - March 2013
American National Bank October 2005 - May 2008
First Data Corporation December 2004 - October 2005
AT&T Global Card Holdings Inc April 2003 - December 2004
Wells Fargo Bank January 2002 - January 2003
Wells Fargo Bank December 2000 - June 2001
Wells Fargo Bank January 2000 - December 2000
Wells Fargo Bank January 1997 - January 1999
Skills
Cash Management, Banking, Treasury Management, Payments, Loans, Financial Analysis, Portfolio Management, Treasury Services
Education
Fort Lewis College 1989 — 1993
Bachelor of Arts, Business Administration
Central Bancorp February 2008 - Present
Ronald McDonald House Charities 2007 - 2010
Wells Fargo Bank August 1999 - February 2008
Skills
Commercial Lending, Small Business Lending, Commercial Mortgages, Commercial Banking, Loans, Credit
Education
University of Colorado Colorado Springs 2001 — 2003
MBA, Finance
Florida State University - College of Business 1992 — 1996
B.A., Finance
American Airlines November 2010 - Present
Bro Joe Decal June 2009 - Present
Hall Karls GP July 2009 - October 2010
Desert Schools Federal Credit Union November 2006 - June 2009
Wells Fargo Bank May 2004 - November 2006
Skills
Coaching, Human Resources, Team Building, Budgets, Recruiting, Training, Customer Service, Management, Process Improvement, Leadership, Leadership Development, Hiring, Employee Relations
Education
Florida Metropolitan University 2005 — 2007
Business Administration and Management, General
Indiana Christian University 1998 — 2002
Communications
Fifth Third Bank August 2015 - Present
Fifth Third Bank December 2014 - July 2015
Fifth Third Bank July 2011 - December 2014
Wells Fargo Bank November 2009 - July 2011
Wachovia Bank November 2007 - November 2009
Skills
Mergers, Relationship Management, Capital Markets, Corporate Credit, Commercial Banking, Financial Modeling, Industry Research, Mergers & Acquisitions, Corporate Finance, Finance, Loans, Banking, Cash Management, Financial Structuring, Commercial Lending, Credit, Credit Analysis, Financial Analysis, Portfolio Management
Education
University of North Florida - College of Business Administration 2006 — 2008
MBA, Finance
Florida State University - College of Business 1999 — 2003
RomeAgile 2014 - Present
Pop Up Shop February 2013 - Present
Cisco 2014 - 2015
Union Bank June 2010 - March 2013
Wells Fargo Bank April 2010 - June 2010
Wachovia Bank May 2007 - April 2010
Skills
Series 6, Series 63, Life Insurance, Mortgage Lending, Small Business, Change Management, Investment Properties, Team Leadership, Business Strategy, Small Business Lending, Business Process..., Entrepreneurship, Loans, Underwriting, Banking, Finance, Project Management, Coaching, Training, Credit, Community Outreach, Leadership, Customer Service, Management
Education
University of Phoenix 2004 — 2011
BS/BM, Business Managment
Foothill College 1998 — 2000
BS/BM, Business Managment
Vallejo High School
Wells Fargo Bank Senior Vice PresidentWells Fargo BankNovember 2001 - Present
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Small Business Lending, Commercial Lending, Commercial Mortgages, Retail Banking, Lines Of Credit, Loan Origination, Mortgage Banking, Treasury Management, Management, Strategic Planning, Financial Analysis, Budgets, Customer Service, Team Building, Finance, Sales, Contract Negotiation, Leadership
Education
Florida State University
Bachelor of Science (BS), Finance, Marketing & MultiNational Business Operations
Bank of America July 2013 - Present
Chase October 2012 - June 2013
W.J. Bradley Mortgage Capital, LLC November 2010 - August 2012
Bank of America Home Loans March 2006 - October 2010
Wells Fargo Bank March 2003 - December 2005
Skills
Mortgage, Mortgage Lending, Loans, Credit, Credit Analysis
Education
San Diego State University-California State University 2002 — 2004
Information Decision Systems, Business Administration
Foothill College 2000 — 2001
Associates, General Studies
Homestead High School 1995 — 1999
Dipolma, General
Alain Pinel Realtors October 1998 - Present
City of Mountain View 1998 - Present
City of Mountain View 1996 - Present
Mobile Notary July 1995 - Present
Old Mountain View Neighborhood Association 1986 - Present
Cornish & Carey Residential 1988 - 1998
Cornish & Carey Residential Real Estate 1982 - 1992
Wells Fargo Bank 1982 - 1987
Skills
Real Estate, Real Estate Transactions, Single Family Homes, Buyers, Investment Properties, Buyer Representation, Townhomes, Property, Real Property, Leases, Referrals, Residential Homes, Foreclosures, Sellers, REO, Listings, Relocation, Sales, Notary Public, Income Properties, First Time Home Buyers, Investors, Contract Negotiation, Home Staging, New Home Sales, 1031 Exchanges, Seniors, SFR, Commercial Real Estate, Certified Signing Agent, Property Assessment, Signing Agent, Tax Assessment, Diamond Certified
Education
Foothill College 1982 — 1986
Associate of Arts, Business
Sunnyvale High School 1976 — 1980
Cobalt Private Wealth February 2012 - Present
Cobalt Private Wealth LLC. February 2012 - Present
ANB Bank 2007 - February 2012
Wells Fargo Bank 1999 - 2007
Regions Financial Corp 1995 - 1998
Skills
Wealth Management, Asset Management, Portfolio Management, Banking, Financial Planning, Wealth, Investment Advisory, Financial Markets, Financial Advisory, Investments, Alternative Investments, Asset Allocation, Asset Managment, Investment Management, Loans, Management, Mutual Funds, Private Banking, Series 7, Strategic Financial...
Education
Midwestern State University 1999 — 2002
MBA, Investments
Florida State University 1985 — 1988
Bachelor of Science, Finance
Union Bank September 2012 - Present
Wells Fargo Bank January 2007 - March 2012
PRIORITYONE FUNDING March 2006 - January 2007
Skills
Sales, Customer Service, Credit, Finance, Cold Calling, Accounting, Small Business Lending, Banking, Loans, Financial Services, Consumer Lending, Mortgage Lending, Interviews, Retail Banking, Credit Analysis, Investments, Lines Of Credit, Cross Selling, Series 63, Private Banking, Credit Cards, Marketing, Time Management, Management, Sourcing, Commercial Lending, Loan Origination, Refinance, Relationship Management, Branch Management, Wealth Management, Financial Analysis, Deposits, Mortgage Banking, Home Equity Loans, Home Equity Lines of..., Business Development, Residential Mortgages, Branch Banking, Bank Secrecy Act, AML, Series 6, Real Estate, Commercial Mortgages, Financial Risk, Loan Servicing, Operational Risk, Mortgage Underwriting, Asset Based Lending, Banking Relationships
Education
Foothill College 2006 — 2010
finance, Marketing, Finance, Accounting
AXA Advisors October 2014 - Present
3D Babies October 2013 - Present
SME July 2012 - Present
Ozen Engineering Inc June 2012 - March 2013
Comerica Bank September 2007 - May 2012
Wells Fargo Bank July 2006 - September 2007
The Westin Hotel December 2003 - July 2006
Apple Computer September 2004 - September 2005
Education
Golden Gate University 2010 — 2011
M.B.A, Management
San Jose State University 2005 — 2007
BA, Economics
Foothill College 2002 — 2005
A.A, Economics
American Academy of Aeronautics
Pilot License, Aeronautics
Buffalo Wild Wings December 2012 - Present
DeHaven's Transfer and Storage June 2012 - November 2012
Wells Fargo Bank October 2008 - October 2011
MCCI May 2008 - August 2008
Garnet and Gold August 2007 - May 2008
Sunshine Savings Bank January 2003 - April 2006
Skills
Banking
Education
Florida State University
Bachelor's Degree, Sport Management
Tallahassee Community College
Associates in Arts Degree
Wells Fargo Bank May 1988 - Present
First Union National Bank 1997 - 1999
VyStar Credit Union 1986 - 1988
Skills
Loans, Commercial Banking, Credit, Banking, Retail Banking, Mergers, Process Improvement, Real Estate, Team Building, Coaching, Training, Mergers & Acquisitions, Risk Management, Credit Risk, Portfolio Management, Employee Training, Credit Analysis, Onboarding, Financial Services
Education
University of Phoenix 2003 — 2006
Business Management, Business
Florida State University 1986 — 1987
Business Administration and Management, General
Morgan Stanley October 2010 - Present
Wells Fargo Bank November 2006 - September 2010
Wells Fargo Bank April 2003 - November 2006
Prudential Securities December 2002 - February 2003
A.G. Edwards September 1996 - July 2002
CDC Federal Credit Union August 1995 - July 1996
Skills
Wealth Management, High Net Worth..., Financial Advisory, Investments, Credit, Securities Lending, Mortgage Lending, Home Equity Lines of..., Commercial Lending, Banking, Securities
Education
Florida State University 1991 — 1995
Bachelor of Science, Political Science
The Bank of Tampa May 2014 - Present
Wells Fargo Bank March 2010 - May 2014
Wells Fargo Bank October 2006 - May 2014
Skills
Estate Planning, High Net Worth..., Wealth Management, Wealth Management..., Trusts, Estate Administration, Retirement Planning, Strategic Financial..., Estate Tax Planning, Securities, Asset Allocation, Wealth, Financial Planners, Financial Advisory, Long-term Care, Investments, Mutual Funds
Education
Stetson University College of Law 1994 — 1996
JD
University of Cincinnati College of Law 1993 — 1994
Law
University of North Texas 1990 — 1991
M.Ed., Education
Florida State University 1981 — 1985
BS, Business Administration
Glades Day School 1973 — 1981
Wells Fargo Bank September 2011 - Present
Home Construction May 2007 - August 2009
G.T April 2007 - August 2007
Pino's 100 Central March 2005 - August 2007
Education
Florida State University 2007 — 2011
Bachelor of Science, Finance
MFG Mortgage Rates February 2010 - Present
Wise Money Financials November 2008 - Present
San Francisco State University June 2002 - Present
Wells Fargo Bank October 1998 - March 2002
Barclays Bank November 1996 - September 1997
SmartAccounts Inc. August 1996 - October 1996
Education
University of San Francisco 1993 — 1995
Masters, Financial Management
Fordham Gabelli School of Business 1987 — 1991
BS, Finance
Wells Fargo August 2012 - Present
Wells Fargo Bank September 2010 - August 2012
Ferguson Enterprises January 2007 - July 2009
Skills
Credit, Sales, Cold Calling, Loans, Account Management, Sales Management, Underwriting, Financial Analysis, Credit Analysis, Commercial Lending, Marketing, Direct Sales, Business Development
Education
Florida State University 2002 — 2006
Bachelor of Scinece, Marketing
Florida State University 2002 — 2006
Bachelor of Science (B.S.), Marketing
Well Fargo Bank NA August 2014 - Present
Stein Mart July 2013 - August 2014
Wells Fargo February 1990 - May 2012
Wells Fargo Bank January 2010 - January 2012
Wells Fargo 2010 - 2012
WACHOVIA BANK January 2001 - January 2010
US Navy June 1980 - June 2005
US Navy 1980 - 2002
AVP January 1999 - January 2001
Skills
Navy, Military, Security Clearance, DoD, Command, Customer Service, Coaching, Training, Building Relationships, Team Leadership, Strategic Planning, Leadership, Management, Process Improvement
Education
University of Phoenix-Jacksonville FL 2013 — 2016
Bachelor of Science (BS), Management
Florida Community College at Jacksonville
University of Maryland
Mathematics, English, Business and Business Management
BlueCross BlueShield of South Carolina December 2012 - Present
EdVenture Children's Museum October 2011 - June 2012
Aging With Flair December 2011 - May 2012
Wells Fargo Bank September 2008 - October 2011
Heartstrings Hospice August 2010 - May 2011
Sisters of Charity Providence Hospitals May 2007 - September 2008
Skills
Training, Mental Health, Time Management, Program Management, Healthcare, Customer Service, Software Documentation, Sales, CRM, Event Management, Medicare, Child Development, Banking, Administrative..., Elder Care, Microsoft Office
Education
Webster University
Master's Degree, Human Resource Management
Webster University
Master's Degree, Mental Health Counseling
Francis Marion University
Bachelor's Degree, Psychology
Wells Fargo Home Mortgage 2015 - Present
Bank of America June 2013 - September 2015
Mortgage Options, Inc February 2013 - April 2013
Citi (OneMain) March 2012 - January 2013
Wells Fargo Bank August 2011 - March 2012
Skills
Customer Satisfaction, Sales, CRM, Customer Service, Teamwork, Logistics, Credit, Banking, Finance, Store Management, Insurance, Call Centers, Customer Retention, Cold Calling, Microsoft Excel, Forecasting, Account Management, Outlook, Sales Management, Salesforce.com, Leadership, Direct Sales, Time Management
Education
Florida State University 2005 — 2009
B.S, Finance and Real Estate
Wells Fargo Bank December 2013 - Present
Alvarez & Marsal June 2008 - November 2012
ABN AMRO Bank N.V. April 2007 - May 2008
ABN AMRO Bank N.V. July 2006 - April 2007
ABN AMRO Bank N.V. April 2005 - July 2006
HypoVereinsbank - UniCredit Bank AG November 2001 - March 2005
HypoVereinsbank - UniCredit Bank AG May 2001 - November 2001
Skills
Banking, Corporate Finance, Restructuring, Financial Institutions, Risk Management, Due Diligence, Performance Improvement, Debt, Financial Modeling, Structured Finance, Financial Analysis, Credit, Loans, Debt Restructuring, Management Consulting, Business Strategy, Strategic Planning, Financial Management, Credit Risk, Valuation, Divestitures, Deal Structuring, Portfolio Management, Cash Management, Equities, Structuring, Mergers, Private Equity, Asset Management, Structured Products, Project Finance, Change Management, Negotiation, Planning, Business Planning, Acquisition Integration, Risk, Leveraged Finance, Capital Markets, Credit Analysis, Trade Finance, Business Valuation, Capital Structure, Working Capital..., Cash Flow Forecasting, Securitization, Commercial Banking, Financial Markets, Mezzanine, Real Estate
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
Master of Business Administration (MBA), Finance, Economics, 3.95
Indiana University - Kelley School of Business 1994 — 1997
Bachelor of Science (B.S.), Finance, Economics, 3.34
Lycee Colombes 1988 — 1991
High School, Sciences
Wells Fargo Bank April 2011 - Present
Capital One Bank March 2010 - April 2011
Capital One Bank October 2004 - March 2010
Florida State University Credit Union April 2004 - September 2004
Lady Foot Locker November 1999 - April 2004
Skills
Sales Management, Business Development, Change Management, Coaching, Credit, Customer Retention, Customer Satisfaction, Entrepreneurship, Leadership Development, Loans, Marketing, Marketing Strategy, Microsoft Office, New Business Development, Operations Management, Project Management, Relationship Management, Recruiting, Risk Management, Sales Operations, Sales, Team Building, Strategic Planning, Training, Team Leadership, Banking, Customer Experience, Customer Service, Leadership, Management, Mortgage Lending, Performance Management, Process Improvement, Strategy
Education
Florida State University 2000 — 2003
Bachelor of Arts, International Marketing
Promontory Financial Group, LLC March 2015 - Present
Urban Lending Solutions September 2014 - January 2015
Urban Lending Solutions May 2012 - September 2014
Wells Fargo Bank February 2006 - April 2010
Skills
Customer Service, Relationship Management, Sales Management, Recruiting, Microsoft Word, Salesforce.com, Team Building, New Business Development, PowerPoint, Account Management, Training, Inventory Management, Research, Budgets, Lotus Notes, Microsoft Excel, Microsoft Office, Event Planning
Education
University of Phoenix 2004 — 2006
MBA, Public Organization
Florida State University - College of Business 1998 — 2003
BS, Applied Economics
Wells Fargo Advisors, LLC March 2013 - Present
JPMorgan Chase Bank May 2011 - March 2013
University of Colorado January 2011 - May 2011
Wells Fargo Bank July 2006 - January 2011
University of Colorado Colorado Springs January 2008 - January 2009
Bank of America January 2006 - July 2007
Skills
Leadership, Marketing, Coaching, Customer Service, Public Speaking, Strategic Planning, Event Planning, Negotiation, Human Resources, Process Management, Relationship Management, Photography, Communication
Education
University of Colorado Colorado Springs 2008 — 2014
Bachelor of Arts (B.A.), Cultural Anthropology, Cum Laude
Florida SouthWestern State College 2005 — 2012
Visual and Performing Arts, 4.0
Wells Fargo Bank November 2011 - Present
Wells Fargo Bank January 2008 - October 2011
Wells Fargo Bank (Formerly Wachovia Bank) August 2007 - January 2008
Tompkins Trust Comany 2006 - 2007
Skills
Treasury Management, Cash Management, Cross Selling, Management, Commercial Banking, Sales, Banking, Credit, Treasury Services, Portfolio Management, Accounts Receivable
Education
Florida International University
SunTrust April 2015 - Present
Gabor Agency July 2014 - April 2015
PNC August 2013 - July 2014
PNC August 2012 - August 2013
Wells Fargo Bank March 2009 - September 2012
Skills
Microsoft Office, Leadership, Management, Customer Satisfaction, Team Leadership, Teamwork, Microsoft Excel, Customer Service, Relationship Management, Sales, Networking, Microsoft Word, Risk Management
Education
Florida State University 2007 — 2012
Bachelor of Science (B.S.), Applied Economics
The Ascent Services Group June 2012 - Present
Bayside Solutions August 2011 - June 2012
Wells Fargo Bank September 2010 - August 2011
Wells Fargo May 2009 - September 2010
Wells Fargo August 2007 - May 2009
ADP June 2007 - July 2007
Springleaf Financial Services May 2006 - June 2007
First United Methodist Church of Lakeland March 2002 - May 2006
Warren W. Willis United Methodist Camp May 2004 - August 2005
Skills
Technical Recruiting, Manufacturing..., Cold Calling, Regulatory Affairs, Contract Recruitment, Sales, Mortgage Lending, Microsoft Word, Customer Service, Human Resources, Talent Acquisition, Finance, Pharmaceutical Industry, Networking, Mortgage Banking, Account Resolution, Bond Adapt, Quality Assurance, Loan Origination, Retail Banking, Sociology, Social Recruiting, Business Networking, Software Engineering, Vendor Management, Biopharmaceuticals, Management, Client Development, Professional Networking, Networking Events, IT Sourcing, Credit Analysis, Home Equity Loans, Solicitation, Vendor Management Skills, Green Technology, Biotechnology Industry, Applicant Tracking..., Staffing Services, Consulting, Benefits Negotiation, Staff Augmentation, Temporary Placement, Permanent Placement, Screening, Internet Recruiting
Education
Florida Southern College 2001 — 2006
Bachelor of Science, Sociology
Pope John Paul II High School 1998 — 2001
Rice Memorial High School 1997 — 1998
Avalara January 2015 - Present
Avalara August 2012 - January 2015
Ingram Micro July 2011 - August 2012
Wells Fargo Bank October 2010 - July 2011
FSU Computerstore February 2007 - April 2010
Dell Computers August 2008 - December 2009
Livescribe Inc. September 2008 - April 2009
Skills
Sales, Account Management, SaaS, Enterprise Software, Program Management, Salesforce.com, Solution Selling, Channel, New Business Development, Sales Process, Lead Generation, Business Development, Product Marketing, Marketing Strategy, Strategic Partnerships, Multi-channel Marketing, Cloud Computing, Channel Partners, Marketing, CRM, Professional Services, ERP, Product Management, Selling
Education
Florida State University
Bachelors of Science, Business Double Major in Finance and Mangement - Minor in Accounting
Ferguson Enterprises October 2011 - Present
Wells Fargo Bank July 2008 - October 2011
Skills
Credit, Credit Analysis, Commercial Banking, Customer Service, Negotiation, Finance, Credit Risk, Forecasting, Accounts Receivable, Financial Analysis, Management, Risk Management, Sales, Team Building, Cash Flow, Wedding DJ, Health Insurance, Life Insurance, Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Collections Management, A/R Collections
Education
Fond du Lac Tribal and Community College 2006 — 2008
Associate's Degree
Beaver River Christian School 1994 — 1996
High School
Hermantown High School 1993 — 1994
High School
Lakeview Christian Academy 1991 — 1994
High School
Wells Fargo (Contractor through INT Technologies) April 2014 - March 2015
Sea Star Line June 2013 - April 2014
Home February 2013 - June 2013
Wells Fargo Bank April 2011 - February 2013
Software Management Consultants Incorporated August 2009 - November 2009
Time Warner Cable February 2008 - February 2009
Time Warner Cable May 2006 - February 2008
Dedicated Professionals 2004 - 2004
Skills
Call Center, Process Improvement, Customer Experience, Applicant Tracking..., Customer Satisfaction, Business Analysis, Troubleshooting, Telecommunications, Analytics, Customer Service, Quality Assurance, Call Centers, Program Management, CRM, SharePoint, Training, Management, Software Documentation
Education
Project Management Institute 2015 — 2015
PMP Prep Exam Boot Camp
Forsyth Technical Community College 2012 — 2012
ed2go, Creating Web Pages, 97
B2T Training 2008 — 2008
Business Analyst
Guilford Technical Community College 2004 — 2006
Graphic Design
First Republic Bank July 2011 - Present
Wells Fargo Bank September 2010 - July 2011
Wells Fargo January 2009 - September 2010
Ruby's Diner, Inc. August 2008 - May 2009
Wells Fargo October 2008 - January 2009
Music Producer January 2008 - December 2008
Wells Fargo June 2008 - October 2008
Ruby's Diner, Inc. September 2008 - September 2008
Ruby's Diner, Inc. May 2008 - July 2008
Army and Navy Academy May 2007 - August 2007
Skills
Banking, Sales, Customer Service, Leadership, Retail Banking, Microsoft Office, Financial Services, Credit Cards, PowerPoint, Commercial Banking, Loans, Cross Selling, Risk Management, Management
Education
Foothill College 2014 — 2015
Music Technology
Palomar College 2008 — 2010
Communication and Media Studies
MiraCosta College
Music Theory and Composition
Wells Fargo Bank February 1991 - November 2014
Bank of America March 2006 - March 2009
Skills
FHA, Mortgage Lending, Mortgage Banking, Loans, Loan Origination, First Time Home Buyers, Refinance, VA loans, FHA financing, USDA, Credit, REO, Residential Mortgages, Investment Properties, Real Estate, Government Loans, Loss Mitigation, Certified Mortgage..., Foreclosures, Short Sales, Mortgage Underwriting, Construction Loans, Reverse Mortgages, Sellers, Selling, Residential Homes
Education
Framingham State College 1979 — 1983
Bachelor of Science (BS), Psychology, Dean's List
Wells Fargo May 2015 - Present
Wells Fargo Bank May 2008 - Present
Bank of Feather River September 2007 - April 2008
Placer Sierra Bank 2005 - 2008
Comerica Bank 1996 - 2000
Skills
Loan Work-outs, Commercial Lending, Commercial Litigation, Credit, Commercial Banking, Small Business Lending
Education
Foothill College 1992 — 2004
University of the Pacific 1994 — 1996
BS, Business Administration, Finance
Wells Fargo Bank January 2013 - Present
Wells Fargo November 2010 - January 2013
SunTrust Bank May 2008 - November 2010
SunTrust Bank Inc May 2007 - May 2008
SunTrust Bank March 2004 - May 2007
PRC Employment January 2000 - January 2003
Skills
Banking, Mortgage Lending, Public Relations, Public Speaking, Consumer Lending, Credit, Coaching, Financial Services, Microsoft Office, Leadership, Event Planning, Loans, Customer Service, Finance, Sales, Insurance, Social Networking, Team Building, Social Media
Education
Miami Dade College 2001 — 2003
Business AdministrationMass Communications
Florida Memorial College 1997 — 2000
Bachelor's degree, Mass Communications
Wells Fargo Bank October 2011 - Present
Wells Fargo January 2010 - September 2011
Wachovia, A Wells Fargo Company November 2006 - January 2010
Skills
Mortgage Lending, Banking, Small Business Lending, Credit Analysis, Retail Banking, Portfolio Management, Financial Services, Financial Analysis, Wealth Management, Risk Management, Commercial Lending, Sales, Customer Service, Mutual Funds, Strategic Financial..., Finance, Cash Management, Sales Management, Asset Management, Credit Risk, Financial Modeling, Insurance, Investment Banking, Microsoft Word, New Business Development, Securities, Strategic Planning, Financial Planning, Astrology
Education
Fordham University 2002 — 2006
BA, Political Science
Wells Fargo June 2013 - Present
Wells Fargo Bank October 2002 - June 2013
Skills
Banking, Portfolio Management, Risk Management, Investments, Finance, Wealth Management, Financial Services, Financial Risk, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Team Building, Wealth Management..., Financial Planning
Education
Forsyth Technical Community College 2012 — 2015
Associate Degree, Business Administration
East Forsyth High School
High School Diploma
Nicholas Financial Inc. March 2012 - Present
Wells Fargo Bank January 2009 - February 2012
Enterprise Rent-A-Car January 2007 - December 2008
Enterprise Rent-A-Car August 2006 - January 2007
Enterprise Rent-A-Car July 2005 - August 2006
Skills
Account Management, Banking Sales, Customer Service, Conflict Management, Financial Advising and..., B2B Sales, Marketing Strategy, Fleet Management, Fleet Planning, Cold Calling, Risk Management, Collections, Loan Origination, Underwriting, Funding, Team Building, Banking, B2B, Forecasting, Loans, Business Development, Sales, Plannning, Leadership, Recruiting, Management, Credit, Customer Satisfaction, Relationship Management, Customer Retention, Analysis, Sales Management, Profit, Employee Training, Credit Analysis, Coaching, Finance, Portfolio Management, Human Resources, Consumer Lending, Business Planning, Insurance, Budgets, Time Management, Hiring, Branch Management, Commercial Lending, Credit Risk, Cross Selling, Employee Benefits
Education
Florida International University 2004 — 2006
Bachelor, Business Administration, 3.5
Miami Dade College 2002 — 2004
Associate in Arts, Business Administration, 3.4
The Florida Yacht Club January 2013 - Present
Nemours June 2012 - January 2013
Wells Fargo Bank June 2010 - June 2012
The Florida Yacht Club October 2006 - June 2010
UNF Women's Health Fair September 2009 - December 2009
Jacksonville Magazine May 2009 - July 2009
Skills
Adobe Design Programs, Microsoft Office, Social Media Marketing, Advertising, Social Media
Education
University of North Florida 2007 — 2009
Bachelor of Science, Communications; Advertising
Florida Community College at Jacksonville 2005 — 2007
Associate of Arts, Communications
Ridgeview High School 2001 — 2005
High School Diploma
Bank of America August 2015 - Present
Wells Fargo Bank April 2011 - July 2015
Ben-Ezra & Katz, P.A. May 2009 - February 2011
BankAtlantic September 2007 - April 2009
Windsor Capital Mortgage 2002 - 2008
Washington Mutual April 2004 - April 2007
Skills
Real Estate, Sales, Mortgage Lending, Loans, Loan Origination, Credit, Commercial Banking, Banking, Customer Service, Microsoft Word, Foreclosures, Management, Finance, Retail Banking, Consumer Lending, Leadership, Microsoft Office, Commercial Lending, Small Business Lending, VA Loans, Mortgage Banking, FHA, Contract Negotiation, Small Business, Training
Education
Florida International University 2015 — 2016
Paralegal
Keiser College 2001 — 2004
Associate's degree, Business Administration and Management, General
Wells Fargo Bank September 2009 - Present
Education
Fordham University 1989 — 1991
Master of Business Administration (M.B.A.), Finance
Franklin & Marshall College 1981 — 1985
Bachelor of Arts (BA), Political Science and Government
U.S. Bank March 2015 - Present
Daugherty Business Solutions July 2013 - March 2015
Wells Fargo Bank March 2011 - June 2013
Wachovia Securities, LLC and Wells Fargo Advisors September 2007 - December 2008
A.G. Edwards & Sons, Inc. May 1993 - September 2007
Skills
SDLC, Business Analysis, Multiple Project..., Project Management, Business Systems..., User Ac, Operational Efficiency, Application..., Technology Change..., Business Requirements, Technical Requirements..., Technology Solutions, Functional Requirements, Strategy Consulting, SQL, SAS programming, Teradata, Basics of Unix, Business Intelligence, RequisitePro, ClearQuest, ClearCase, Quality Center, HP Lifecycle Management, Data Warehousing, Teradata Data Warehouse, Requirements Analysis, TeamPlay, Hold Series 7, Hold Series 63, Corporate Governance, SharePoint, Integration, Business Process, Management, Analysis, Databases, Visio, Process Improvement, Testing, Requirements Gathering, Consulting, Vendor Management, Unix
Education
Fontbonne University 1997 — 1999
Bachelors in Business Administration, Business, Finance, Computer Science
Belleville Area College 1988 — 1993
Associate of Science, General Education, Biology, Medical Professional
Wells Fargo September 2012 - August 2013
Wells Fargo Bank October 2009 - September 2012
Wachovia Bank June 2004 - October 2009
Wachovia Bank March 2001 - June 2004
Skills
Banking, Consumer Lending, Auditing, Retail Banking, Cross Selling, Relationship Management, Mortgage Lending, Business Analysis, Process Improvement, Customer Service, Commercial Banking, Risk Management, Financial Services, Customer Satisfaction, Management
Education
Francis Marion University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences and Support Services
Florida State University 2013 - Present
Southern Wine & Spirits November 2011 - July 2013
Wells Fargo Bank 2008 - 2011
Wells Fargo Bank 2007 - 2008
Wells Fargo Bank 2005 - 2007
Spiffy Window Washing/Painting 2002 - 2005
College Works Painting 2003 - 2004
Skills
Relationship Management, Negotiation, Coaching, Public Speaking, Business Development, Social Influence, Financial Analysis, Customer Service, Banking, Sales, Strategic Planning, Microsoft Excel, Analysis, Strategy, Management, Quantitative Research, Qualitative Research, University Teaching, New Business Development
Education
Florida State University - College of Business 2013 — 2018
PhD - Organizational Behavior and Human Resources
Seattle University 2010 — 2013
MBA, Business Administration and Management, General
Western Washington University 2003 — 2007
Finance, Economics
De Voe Baker & Associates, LLC November 2011 - Present
Saint James AME Church January 2014 - Present
PureFaith Ministries, Inc January 1999 - Present
Aflac August 2014 - Present
Aflac December 2013 - August 2014
Saint Luke African Methodist Episcopal Church October 2012 - January 2014
Strayer University August 2012 - December 2013
Wells Fargo Bank October 1994 - December 2013
Skills
Public Speaking, Leadership, Strategic Planning, Leadership Development, Team Building, Fundraising, Microsoft Office, Non-profits, Sales, Budgets, Coaching, Customer Service, Business Development, Event Planning, Small Business, Staff Development, Organizational..., Executive Management, Public Relations, Business Planning, Business Strategy, Change Management, Community Outreach, Entrepreneurship, Executive Coaching, Finance, Human Resources, Management, Management Consulting, Marketing, Microsoft Word, Nonprofits, Program Development, Program Management, Recruiting, Retirement Planning, Social Media, Strategy, Teaching, Team Leadership, Time Management, Training, Volunteer Management, Employee Relations, Social Networking, Analysis, Data Analysis, Workshop Facilitation, Event Management, Policy
Education
Gardner-Webb University 2002 — 2012
Master of Business Administration (MBA)
Gardner-Webb University 2002 — 2012
Master of Divinity (MDiv), Pastoral Studies
Florida State University 2002 — 2005
Certificate in Financial Planning, Financial Planning and Services
University of South Carolina-Columbia 1988 — 1991
BS in Business Administration, Finance & Business Economics
First National Bank of Omaha 2008 - Present
Centris Federal Credit Union April 2007 - December 2008
Wells Fargo Bank September 2004 - April 2007
Skills
Banking, Credit, Loans, Commercial Banking, Retail Banking, Consumer Lending, Sales, Relationship Management, International Trade, Letters of Credit, Trade Finance, Credit Analysis, Cash Management, Cross Selling, Financial Services, Finance, Management, Risk Management
Education
Florida State University 1996 — 1997
MA, International Affairs
University of Nebraska-Lincoln 1991 — 1996
BA, International Affairs
TD Bank USA December 2010 - May 2012
Carolina First Bank March 2010 - December 2010
The South Financial Group June 2005 - March 2010
AmSouth Bank 2002 - 2005
Wells Fargo Bank 1996 - 2002
Texas Commerce Bank 1992 - 1996
Education
Florida Southern College 1979 — 1981
BS, Financial Management
Wells Fargo Bank June 2012 - Present
Wells Fargo Bank May 2009 - Present
Wells Fargo January 2004 - April 2009
Specialized Industries Risk Management January 2001 - January 2004
Wachovia Bank January 1999 - January 2001
Wachovia Bank January 1997 - January 1999
J.C January 1995 - January 1996
Skills
Portfolio Management, Credit Analysis, Credit Risk, Credit, Finance, Risk Management, Capital Markets, Financial Risk, Financial Analysis, Commercial Banking, Loans, Valuation, Investment Banking, Corporate Finance, Investments
Education
Florida State University - College of Business 1996 — 1997
MBA, International Business
Lipscomb University 1991 — 1995
BA, Economics, Management, Finance
Advance Auto Parts January 2015 - Present
Jeff Hachtel January 2009 - August 2014
Wake Technical Community College May 2013 - May 2014
Assumption Catholic Church August 2009 - June 2012
Assumption Catholic Church March 2009 - June 2012
Wells Fargo Bank December 2010 - December 2011
Assumption Catholic Church April 2009 - June 2011
Queen of Peace Radio November 2009 - October 2010
Assumption Catholic Church September 2008 - March 2009
AT&T March 2008 - December 2008
Skills
Sales Operations, Sales, Customer Service, Direct Sales, Customer Retention, Small Business, Project Planning, Sales Management, Team Building, Recruiting, Team Leadership, Solution Selling, Training, Time Management, Customer Satisfaction, Inventory Management, Consulting, B2B, Account Management, Process Improvement, Public Speaking, Guitarist, Acoustic Guitar, Electric Guitar, Leadership, Management, Retail, Leadership Development
Education
Wake Technical Community College 2013 — 2014
Associate of Arts (A.A.), Liberal Arts, English
ABC Bartending School, Jacksonville, FL 2012 — 2012
Bartending
Florida Community College at Jacksonville 1998 — 2012
Associate of Arts (A.A.), Finance & Economics, 3.38
Hondros College 2003 — 2003
Non-Degree Seeking, Real Estate Sales Pre-Licensing, Pass
Englewood Sr. High 1988 — 1991
Bank of America October 2013 - Present
SunTrust Bank October 2012 - September 2013
Wells Fargo Bank April 2006 - October 2012
Wachovia Bank, a Wells Fargo Company April 1998 - April 2006
First Union National Bank March 1997 - April 1998
First Union National Bank June 1995 - March 1997
Skills
Talent Management, Employee Engagement, Leadership Development, Change Management, Customer Retention, Performance Management, Employee Relations, Human Resources, Recruiting, Coaching, Conflict Resolution, Banking, Succession Planning, Leadership, Risk Management, Management, Training, Retail Banking, Business Development, Mergers, Strategy
Education
Florida State University - College of Business
B.S., Marketing Management
GAIN GTX September 2015 - Present
LATAM FX Partners January 2013 - August 2015
GAIN Capital April 2006 - January 2013
CortesGroup, Inc. January 2000 - April 2006
Wells Fargo Bank February 2003 - September 2003
Societe Generale Bank UK May 1998 - January 2000
Societe Generale Bank US April 1996 - May 1998
Tokai Bank (now Bank of Tokyo-Mitsubishi UFJ) October 1993 - April 1996
Bank Austria AG (now HypoVereinsbank) August 1992 - October 1993
Bank of America April 1989 - August 1992
Skills
FX trading, Trading Systems, Currency, Foreign Exchange, Trading, Electronic Trading, Traders, Options, Swaps, Fixed Income, Financial Analysis, Financial Modeling, Bonds, FX Trading, Management, Securities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Hofstra University
Bachelor of Business Administration (BBA), Finance & Computer Information Systems
JPMorgan Chase & Co. January 2012 - Present
Wells Fargo Bank April 2008 - January 2012
Wachovia Bank July 2005 - July 2008
Wachovia Bank January 2002 - July 2005
First Union National Bank 2000 - 2002
Skills
Leadership Development, Sales Management, Achieving Results, Finance, Financial Services, Banking, Investments, Retail Banking, Loans, Management, Leadership, Cross Selling, Mutual Funds
Education
Florida Southern College 1996 — 2000
BS, Business Administration; Finance concentration
Florida Southern College 1996 — 2000
Bachelor of Science (BS), Finance, General
Oracle April 2014 - Present
Telmate December 2011 - March 2014
Graham T Woodruff July 2008 - December 2011
Carley Corporation October 2006 - July 2008
SimiGon September 2005 - August 2006
Wells Fargo Bank March 2004 - May 2005
Padilla Woodruff LLC June 2001 - February 2004
SiteSmith April 2000 - May 2001
GlobalCenter October 1999 - May 2000
Robert Half Legal October 1997 - June 1999
Skills
Proposal Writing, Contract Negotiation, New Business Development, Research, Account Management, Writing, Editing, InDesign, Illustrator, Custom Publishing, Marketing Communications, Business Development, Social Media, Training, Project Management, Marketing, Advertising, Online Marketing, Team Building, Program Management, Product Marketing, Marketing Strategy, Competitive Analysis, Management, Strategic Planning, CRM, Cat Herding, Leadership, Analysis, Salesforce.com, Strategic Partnerships, Telecommunications
Education
Tulane University Law School 1994 — 1997
JD, Law
Florida State University 1989 — 1993
BA, English/Business
Cristo Rey High School Sacramento August 2010 - June 2012
Gap Inc. 2004 - 2004
DHL 2002 - 2003
Charles Schwab 2001 - 2002
NorthPoint Communications 1999 - 2001
Wells Fargo Bank 1998 - 1999
AT&T 1995 - 1998
Education
Jesuit School of Theology of Santa Clara University 2012 — 2015
Master of Divinity (M.Div.)
Fordham University Graduate School of Arts and Sciences 2007 — 2010
Master of Philosophy (M.Phil.)
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1995
MBA, Finance
Bank of the West March 2014 - Present
Callister Haag Consulting, LLC July 2013 - Present
Wells Fargo Bank July 2002 - July 2013
Deutsche Bank/Bankers Trust Company April 1985 - December 1993
Skills
Loans, Credit, Credit Analysis, Commercial Lending, Banking, Wealth Management, Commercial Banking, Credit Risk, Underwriting, Wealth Management..., Risk Management, Problem Solving, Problem Analysis, Credit Derivatives, Financial Services, Capital Markets, Financial Risk, Derivatives, Private Banking, Leadership, Strategy, Portfolio Management, Mergers & Acquisitions, Management, Investments, Structured Finance, Finance
Education
John F. Kennedy University 1997 — 1999
MA, Counseling Psychology
Fordham University 1972 — 1976
Bachelor of Arts (B.A.), English Literature
Hewlett Packard April 1997 - May 2007
Pacific Bell (AT&T) October 1996 - April 1997
Hewlett Packard October 1995 - October 1996
The Corporate Software Integrator (TCSI) August 1995 - October 1995
Wells Fargo Bank September 1991 - March 1995
Federal Reserve Bank of San Francisco April 1990 - September 1991
Wells Fargo Bank April 1984 - April 1990
Bank of America June 1981 - April 1984
Dept of Computer Science, U of Nebraska September 1979 - May 1981
Human Communications Laboratories (Boystown Institute) August 1978 - May 1979
Education
Foothill College 2008 — 2010
University of Nebraska-Lincoln
MS, Computer Science
University of Nebraska at Omaha
BA, Philosophy
U.S. Bank April 2015 - Present
Wells Fargo Bank December 2011 - April 2015
Apex Systems July 2010 - December 2011
JetBlue Airways July 2005 - July 2010
Granite Tech Solutions July 2008 - January 2010
James will cook September 2004 - April 2009
Controversial Records, Inc. January 2001 - January 2009
Sci Fi Channel 2003 - 2004
Christopher Stanley Salon July 2002 - September 2003
Skills
Business Process..., Business Analysis, Workflow Applications, Document Imaging, Visio, MS Project, Project Management, Coordination, Graphic Design, SharePoint, Program Management, Microsoft Office, SDLC, iOS, IBM Content Manager, FileNet, Image Capture, PowerPoint, Data Migration, Quality Assurance, Process Automation, Process Improvement, Integration, Requirements Gathering, PMO, Change Management, Risk Management, Business Requirements, Consulting, Business Process
Education
Florida State University 1999 — 2000
MMus (Candidate), Opera Performance
State University of New York College at Fredonia 1994 — 1998
B.M., Vocal Performance
Wells Fargo Bank
Skills
Banking, Financial Analysis, Commercial Lending, Financial Modeling, Credit, Strategic Financial..., Investments, Loans, Risk Management, Financial Services, Portfolio Management, Mortgage Lending, Treasury Management, Credit Analysis, Financial Planning, Finance
Education
Fort Lewis College 1977 — 1982
Wells Fargo Bank April 2005 - Present
Bank of America 2002 - 2005
Skills
Real Estate, Finance, Loans, Real Estate Economics, Commercial Lending, Real Estate Financing, Credit, Loan Origination, Valuation, Credit Analysis, Portfolio Management, Underwriting, Due Diligence, Financial Modeling, Commercial Mortgages, Financial Analysis, Real Estate Development
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
MBA, Finance
Villanova University 1985 — 1989
Bachelor's Degree, Business Administration
United States Department of Education January 2011 - Present
Financial Aid Service, Inc. June 2010 - January 2011
College Assist March 2008 - June 2010
Urban Ed Express/Urban Trust Bank December 2006 - November 2007
Wells Fargo Bank 2002 - 2007
Georgia Student Finance Commission March 2000 - September 2002
The College Board October 1995 - December 1999
Skills
Business Development, Product Development, Strategic Planning, Team Building, Budgets, Staff Development, Management, Project Management, Program Management, Coaching, Business Analysis, Sales, Business Process..., Organizational..., Policy
Education
Franklin & Marshall College
BA, Business Management
Wells Fargo Bank Account ExecutiveWells Fargo Home Mortgage1997 - 2004
Education
Florida State University 1982 — 1986
Wells Fargo 2012 - Present
Wells Fargo Bank 2010 - Present
Wells Fargo Bank April 1994 - Present
Skills
Banking, Business Analysis, Financial Services, Process Improvement, Relationship Management, Treasury Services, Vendor Management
Education
Florida State College at Jacksonville
Wells Fargo Bank December 2011 - Present
Wells Fargo Bank July 2009 - December 2011
Wachovia Bank June 2001 - December 2008
Charles Schwab October 2000 - June 2001
BankAtlantic March 1996 - October 2000
Skills
Portfolio Management, Loans, Commercial Lending, Banking, Investments, Finance, Financial Services, Credit Analysis, Mortgage Lending, Commercial Banking
Education
Florida State University - College of Business 1995 — 1996
Bachelor of Science, Finance
Florida State University 1994 — 1995
Bachelor's degree, Banking and Financial Support Services
Wells Fargo Bank November 2011 - Present
Caja Madrid Miami Agency September 2008 - October 2011
Citibank, N.A. October 2004 - May 2008
LaSalle Bank, N.A. February 2001 - September 2004
Merrill Lynch Private Finance 1998 - 2001
Skills
Banking, Capital Markets, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Credit Risk, Derivatives, Financial Analysis, Loans, Portfolio Management
Education
Florida International University - College of Business 1997 — 1998
Wells Fargo Bank July 2010 - Present
Fidelity Investments 2007 - July 2010
Wachovia Bank 2005 - 2007
Fidelity Investments 2003 - 2005
Fidelity Investments 2002 - 2003
Fidelity Investments 1999 - 2002
Fidelity Investments 1998 - 1999
Skills
PMP, PMO, SDLC, Project Portfolio..., Vendor Management, Resource Management, Software Project..., Requirements Gathering, Process Improvement, Business Analysis, Program Management, Waterfall, Visio, Requirements Analysis, Project Delivery, MS Project, Agile Methodologies, Integration, Cross-functional Team..., Project Management, SharePoint, Management, CRM, Business Process..., Microsoft Project
Education
University of Phoenix 2008 — 2011
MBA, Business Administration and Management, General, 3.8
Framingham State College 2000 — 2004
BA, Economics
Massachusetts Bay Community College
AA
Wells Fargo Bank February 2010 - Present
Skills
Credit, Banking, Commercial Lending, Credit Analysis, Strategic Planning
Education
Florida State University - College of Business 1983 — 1987
Marketing
Lumetra June 2007 - Present
Dodge and Associates, Inc October 2001 - June 2007
Wells Fargo Bank January 2001 - October 2001
Education
Foothill College 2001 — 2005
Art
Wells Fargo Bank August 2005 - Present
Wells Fargo Bank 2005 - 2010
Skills
Loan Origination, Loans, Banking, Credit, Portfolio Management, Underwriting, Commercial Banking, Financial Modeling, Commercial Lending, Capital Markets, Asset Management, Credit Analysis, Financial Structuring, Financial Risk
Education
Florida State University 1973 — 1976
BS, Economics and Environmental Studies
PayPal September 2012 - Present
Wells Fargo July 2011 - September 2012
Wells Fargo Bank December 2009 - July 2011
MEDIU 2007 - December 2009
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2003 - 2005
JPMorgan Chase 2003 - 2003
JPMorgan Chase 2001 - 2003
JPMorgan Chase 1999 - 2001
Skills
Avaya, Genesys, CTI, Cisco ICM, ACD, Call Centers, Call Routing, Contact Centers, IVR, Integration, Routing, SIP, Vendor Management, VoIP
Education
Florida State University 1994 — 1999
Wells Fargo Bank May 2010 - Present
Lehman Brothers 1997 - 2008
Skills
CMBS
Education
Fordham University School of Law 2000 — 2004
J.D.
Bank of the San Juans- A Division of Glacier Bank May 2014 - Present
Pine River Valley Bank May 2012 - April 2014
Pine River Valley Bank September 2010 - May 2012
Wells Fargo Bank September 2007 - August 2010
Wells Fargo September 2007 - September 2007
Wells Fargo January 2006 - September 2007
Skills
Banking, Credit, Loans, Mortgage Lending, Retail Banking, Consumer Lending, Commercial Banking, Customer Service, Small Business Lending, Portfolio Management, Risk Management, Cross Selling, Commercial Lending, Mortgage Banking, Financial Services, Relationship Management, Time Management, Construction Loans
Education
Fort Lewis College 2003 — 2005
Bachelor's degree, Psychology
McHenry County College 2001 — 2003
JPMorgan Chase August 2013 - Present
Wells Fargo Bank February 2001 - August 2013
US Bank November 1985 - February 2001
Skills
Loans, Wealth Management, Credit, Banking, Commercial Lending, Commercial Banking, Financial Analysis, Loan Origination, Process Improvement, Strategic Planning, Vendor Management, Leadership
Education
Fort Hays State University 1978 — 1982
B.A., Education
Wells Fargo Bank, N.A. January 2008 - Present
Wells Fargo Bank November 2001 - Present
SunTrust Bank December 1995 - October 2001
Education
Florida State University 1994 — 1995
BS, Finance, Marketing & Multi Business Operations
Great Western Bank May 2014 - Present
Guaranty Bank and Trust Company January 2013 - June 2014
BBVA Compass January 2011 - December 2012
Wells Fargo Bank August 2003 - January 2011
Wachovia 2003 - 2010
Wachovia, A Wells Fargo Company 2003 - 2007
Skills
Commercial Banking, Small Business Lending, Loans, Commercial Lending, Credit, Lines Of Credit, Consumer Lending, Risk Management, Treasury Management, SBA, Credit Analysis, Mortgage Lending, Asset Based Lending, Loan Origination, Commercial Mortgages
Education
Florida State University 1992 — 1995
Minnesota State University, Moorhead 1984 — 1989
Wells Fargo Bank November 2010 - Present
J.E. Robert Company, Inc. December 2006 - November 2010
Dechert LLP 2002 - 2005
Thacher Proffitt & Wood LLP September 2000 - 2002
Skills
Due Diligence, Corporate Law, Capital Markets, Investments, Private Equity, Real Estate Transactions, Mergers & Acquisitions, Corporate Finance
Education
Fordham University School of Law 1996 — 1999
Juris Doctor, Law
University of Scranton 1992 — 1996
BS, Political Science
Momentum/141 Worldwide June 2005 - June 2009
Wells Fargo Bank November 2007 - November 2008
Nationstar Mortgage August 2006 - October 2007
Education
Fort Lewis College 2002 — 2006
Education, Education
BBVA Compass EVPBBVA Compass1996 - Present
BBVA Compass Bank 1996 - Present
BBVA Compass (Texas State Bank) 1996 - Present
Texas State Bank 1996 - 2007
Wells Fargo Bank October 1993 - July 1996
Education
Florida State University 1971 — 1975
B.B.A., Finance
Wells Fargo Bank September 2011 - Present
Carmine Street Associates January 2001 - Present
The Concord Equity Group July 2005 - December 2008
Skills
Banking, Asset Managment, Equities, Series 7, Securities, Risk Management, Portfolio Management, Capital Markets, Financial Services, Fixed Income, Cash Management, Credit, Investments, Series 63, Series 24, Investment Banking, FINRA, Due Diligence, Trading Systems, Trading, Hedge Funds, Alternative Investments, AML, Derivatives, Valuation, FX Options, Bloomberg, Options, Mutual Funds, Bonds, Wealth Management
Education
Iona College 1975 — 1978
Master of Business Administration (MBA), Accounting, 3.0 above
Fordham University
BA, English
Iona College
MBA, Accounting
Citi August 2011 - Present
Wells Fargo Bank June 1999 - August 2011
SunTrust Bank June 1994 - June 1999
Skills
Spanish, Relationship Management, Trusted Advisor, Residential Mortgages, Foreign National Loans, Jumbo Mortgage, Mortgage Lending, International Banking..., Banking, Wealth Management, Retirement Planning, Credit, Investments, Series 63, Series 7, Financial Analysis, Commercial Banking, Loans, Portfolio Management, Fixed Annuities, Asset Allocation, Credit Analysis, Mutual Funds, Strategic Financial..., Retail Banking, Equities, Sales Management, Unsecured Loans, Equity Loans, Negotiation, Social Networking, Cash Out, Purchase Money, Second Mortgages, Home Equity Lines of..., NMLS Licensed, FNMA, HomePath, Super Jumbo, Direct Lender, Series 6, Securities, Home Equity Loans, Refinance, Deposits, High Net Worth..., Retirement, Sales, Credit Cards, Loan Origination
Education
Florida International University - College of Business 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance & International Business
University of Miami - School of Business 1990 — 1994
International Finance & Marketing
Greengates School Mexico City 1989 — 1990
International Baccalaureate
American School Foundation Mexico 1986 — 1989
Wells Fargo July 2015 - Present
Wells Fargo Bank 2005 - June 2015
Skills
Commercial Lending, Commercial Banking, Loans, Credit Analysis, Banking, Portfolio Management, Financial Analysis, Underwriting, Mergers & Acquisitions, Credit, Finance, Cash Management, Treasury Management, Mortgage Lending
Education
Florida State University 2004 — 2005
MBA, Concentration in Finance
Florida State University
BS, Finance
Progress Financial (will soon be named Oportun) April 2015 - Present
Progress Financial Corp April 2014 - April 2015
Progress Financial Corp. September 2011 - April 2014
Bebe au Lait, LLC August 2010 - September 2011
Wells Fargo Bank June 2007 - August 2008
United States Marine Corps March 2001 - December 2004
Skills
Microsoft Excel, Journal Entries, Bank Reconciliation, Accounts Payable, QuickBooks, Spanish-English, General Ledger, Account Reconciliation, Accounts Receivable, Cash Management, Navision, NetSuite, Accounting, Banking, Invoicing, Financial Statements, Accruals, Financial Analysis, GAAP, Fixed Assets, Financial Reporting, Payments, Internal Controls, US GAAP, Payroll, Revenue Recognition
Education
San Jose State University 2007 — 2010
Bachelor of Science (B.S.), Accounting
Foothill College 2005 — 2007
Business
Los Gatos High School
Wells Fargo Bank March 2000 - Present
First Place Financial Corp August 1993 - March 2000
Chandler and Co October 1989 - August 1993
Skills
CPA, CFP, CTFA
Education
Fort Lewis College
BA, Accounting
U.S. Bank August 2012 - Present
Self May 2012 - Present
IJC - International Snowboard Judges Commission December 2007 - Present
Colorado Mountain News Media July 2010 - May 2012
Colorado Mountain News Media July 2010 - May 2012
Millennium Bank April 2007 - June 2010
Wells Fargo Bank 2002 - 2007
Wells Fargo May 2004 - February 2005
Wells Fargo April 2003 - May 2004
Skills
Finance, Loans, Credit, Commercial Banking, Credit Analysis, Banking, Retail Banking, Insurance, Wealth Management, Equities, Cash Management, Customer Service, Microsoft Excel, Sales, Cross Selling, Financial Services, Training, Team Building, Management, Marketing, New Business Development, Event Management, Social Media, Social Media Marketing
Education
Fort Lewis College 1998 — 2002
Bachelor Arts, Political Science
Wells Fargo Bank October 2010 - November 2012
Woodforest National Bank March 2008 - June 2010
Education
Florida State University 2002 — 2005
Bachelor, Criminology and Criminal Justice
Wells Fargo Bank March 2010 - Present
Wells Fargo October 2008 - March 2010
Wachovia, A Wells Fargo Company February 2007 - October 2008
Skills
Consumer Lending, Loans, Credit, Small Business Lending, Portfolio Management, Commercial Lending, Banking, Mortgage Lending, Leadership, Finance, Process Improvement, Strategy, Management, Retail Banking
Education
Florida State University 1986 — 1991
BS, English and Business
Wells Fargo Bank May 1999 - Present
Compuware 1999 - 2010
Education
Francis Marion University 1995 — 1999
BS, Computer Science, Math
TD Bank N.A. January 2014 - Present
Wells Fargo Bank March 2012 - January 2014
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Merchant Services, Treasury Services, Lines Of Credit, Credit, Business Development, Sales Management, Account Management, Direct Marketing, Leadership, Banking, Management, Small Business, Strategy, Commercial Mortgages
Education
Florida International University - College of Business Administration 1995 — 1997
B.A., Marketing / International Business
Miami Beach Senior High
Miami Dade College
A.A, Business Administration
Wells Fargo Bank May 2007 - Present
Education
Florida International University - College of Business Administration 2008 — 2009
MACC
Wells Fargo Bank November 2004 - Present
Education
Florida International University - College of Business
Jag LLC September 2014 - Present
Equipment Enterprises September 2013 - September 2014
Wells Fargo Bank December 2000 - August 2013
Enterprise Rent-A-Car September 1998 - December 2000
Skills
Investments, Asset Allocation, Wealth Management, Alternative Investments, Mutual Funds, Financial Risk, Investment Advisory, Investment Strategies, Investment Management, Wealth Management..., High Net Worth..., Private Banking, Portfolio Management, Asset Management, Finance
Education
Florida International University 1996 — 1998
BA Finance, Finance, Statistics, banking
BCBSNC September 2013 - Present
Lauder Tax & Notary Services May 2013 - Present
Jackson Hewitt Tax Service Inc. January 2011 - April 2013
Wells Fargo Bank March 2008 - November 2009
High Point University August 2005 - May 2008
Wells Fargo Bank August 2006 - March 2008
Wells Fargo January 2001 - April 2005
Skills
Charitable Trusts, Investments, Customer Relations, Budgeting, Insurance, Budgets, Financial Analysis, Customer Service, Tax Preparation, Accounting, Social Media Marketing, Microsoft Excel, Finance, Financial Reporting, Small Business
Education
High Point University 2002 — 2003
MBA, Business Administration and Management, General
Florida State University 1993 — 1997
Bachelor of Science, Finance
Seacoast National Bank November 2013 - Present
Leaders in Regional Retail Banking Management in Fort Pierce, FL Area 2012 - Present
Wells Fargo Bank October 2012 - November 2013
BankUnited October 2011 - October 2012
PNC Bank (Formerly National City/Harbor Federal Bank) March 2007 - October 2011
Harbor Federal Savings Bank September 2005 - March 2007
Skills
Retail Banking, Branch Management, Deposit Growth, Branch Operation, Consumer Lending, Bank Management, Small Business Lending, Personal Banking, Retail Sales Analysis, Multi-unit Retail..., Building High..., Sales Growth, Territory..., Sales Management..., Driving Sales..., Deposits, Financial Services, Leadership, Credit, Sales, Lines Of Credit, CRM, Customer Satisfaction, Investment Management, Banking, Wealth Management, Loans, Commercial Banking
Education
Franklin & Marshall College 1972 — 1976
Business Management and Finance, 3.8
Wells Fargo September 2012 - Present
Wells Fargo November 2011 - September 2012
Wells Fargo Bank December 2006 - November 2011
Skills
Budgets, Team Building, Credit, Portfolio Management, Microsoft Excel, Business Analysis, Strategic Planning, Loans, Process Improvement, Customer Service, Banking
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.)
University of Phoenix 2009 — 2011
BS, Business Management
Fort Valley State University 1999 — 2003
Mathematics
Institute of Technology March 2011 - Present
Dress Barn May 2010 - Present
Lane Bryant 2004 - 2005
Wells Fargo Bank 1994 - 2000
Education
Institute Of Technology 2010 — 2012
Medical Assisting
Truckee Meadows Community College 1993 — 1995
Associates of Applied Science, Business Management
Fort Hays State University 1984 — 1986
Psychology
Wells Fargo Bank July 1988 - Present
Wells Fargo Bank 1988 - Present
Education
Florida State University 1984 — 1988
Business
Raymond James Trust N.A. December 2011 - Present
Wells Fargo Bank March 2007 - November 2011
Skills
Strategic Financial..., Wealth Management, Asset Managment, Investments, Loans, Banking
Education
Florida State University 1980 — 1982
Bachelor of Science (B.S.), Finance
Rollins College 1978 — 1980
Wells Fargo Bank May 2006 - Present
Skills
Commercial Banking, Credit, Commercial Lending, Small Business Lending, Loans, Merchant Services, Portfolio Management, Loan Origination, Banking, Treasury Management, Relationship Management, Mortgage Lending, Asset Based Lending, Cash Management, Financial Analysis
Education
Fort Lewis College 1992 — 2001
International Business, Business Administration w/ International Emphasis
Wells Fargo Bank April 2005 - August 2013
Skills
Banking, Investments, Credit, Loans, Portfolio Management
Education
Forsyth Technical Community College 1990 — 1992
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
United Healthcare Medicare Solutions October 2011 - Present
Wells Fargo bank May 2008 - October 2011
Education
Nova 2011 — 2011
BS, Business administration
Florida National College-Main Campus 2008 — 2010
A.A, Business administration
Self-employed August 2011 - Present
Wells Fargo Bank April 1985 - November 2012
Skills
On-site Massage, Therapeutic Massage, Deep Tissue Massage, Bodywork, Wellness, Swedish
Education
Forsyth Technical Community College 2009 — 2011
Diploma in Therapeutic Massage, Massage Therapy/Therapeutic Massage
Winthrop University 1975 — 1979
Bachelor of Science (B.S.), Elementary Education and Teaching
Wells Fargo Bank May 2006 - April 2014
Alvarez Refregeration April 1994 - January 2003
Skills
Real Estate, Notary Public, Banking, Excellent Customer..., Worked for K & B from...
Education
Folsom Lake College 2014 — 2017
Currently going for my AA in Business, Real Estate
Anthonys Real Estate School 1990-1991
Real Estate License, From 1991-2000
Sears At Avenues April 2011 - Present
Brink’s Inc November 2014 - January 2015
Wells Fargo Bank October 2013 - November 2014
BBVA Compass Bank August 2011 - September 2013
Skills
Management, Microsoft Office, Banking, Customer Service, Auditing, Cashiering, Outlook, Financial Analysis, Microsoft Word, Financial Risk, Web Design, Programming, Software Testing, IT Operations
Education
Anoopam Mission
Webpage Design, Information Technology, A
Florida State College at Jacksonville
Associate of Science (A.S.), Computer Science, A
Anand Comerce Collage
Ms Office, Information Technology, A
Anoopam Mision[India]
CC++, Information Technology, A
Sardar Patel University
Bachelor of Science, Pass