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
Fremont Bank December 2013 - Present
Fremont Bank November 2012 - December 2013
Synovus Financial Corporation May 2012 - August 2012
Synovus Financial Corporation February 2012 - May 2012
Wells Fargo Bank April 2006 - October 2011
Business Banking Systems Group August 2003 - March 2006
Robertson Stephens June 2000 - September 2002
Wells Fargo Bank October 1998 - May 2000
Evergreen Funds / Keystone Investments May 1998 - August 1998
KOWAL ASSOCIATES, INC February 1995 - April 1998
Skills
Information Security..., Operational Risk, Operational Risk..., Computer Security, Data Security, Security Awareness, Data Privacy, Compliance, Auditing, IT Audit, Public Policy, Political Campaigns, Political Consulting, Emergency Services, Presenter, Vendor Management, Privacy Policies, Personal Data Protection, Encryption, Security, Information Security, Risk Assessment, Privacy Law, Risk Management, Non-profits, Program Management, IT Management, Project Portfolio..., IT Service Management, Group Presentations, Information Security..., Privacy, Nonprofit Leadership, CISSP, Enterprise Risk..., Business Continuity, Disaster Recovery, Financial Risk, Information Technology, Security Audits, Banking, Networking, Business Process, IT Operations, Software Project..., Business Continuity..., Business Intelligence, Vulnerability Management, CISA, Enterprise Software
Education
Harvard University 1993 — 1994
Ed.M., Admin, Planning, and Policy
Tufts University 1988 — 1993
B.S., Psychology
Wells Fargo May 2013 - Present
LISTAS March 2013 - Present
California Board of Accountancy January 2015 - Present
Wells Fargo Bank April 2010 - May 2013
Wells Fargo Bank October 2007 - March 2010
Wells Fargo Bank November 2005 - September 2007
Wells Fargo Bank June 2005 - October 2005
Harvard University September 2004 - June 2005
Harvard University July 2004 - August 2004
Inter-American Development Bank June 2004 - July 2004
Skills
Strategy, Analytics, Market Research, Program Management, Analysis, Direct Marketing, Data Analysis, Segmentation, Marketing, Market Analysis, Team Leadership, Customer Insight, Economics, Product Development, Sales, Government, Economic Development, Financial Services, Investments, Strategic Planning, Leadership, Marketing Strategy, Competitive Analysis, Quantitative Analytics, Management Consulting, Risk Management
Education
Harvard University 2003 — 2005
MPP
Wellesley College 1995 — 1999
BA
Universidad de San Andres 1997 — 1997
Study Abroad
Bank of the West October 2012 - Present
Wells Fargo Bank April 2008 - October 2012
Wells Fargo Bank June 2005 - April 2008
Skills
Credit Analysis, Commercial Lending, Banking, Credit, Small Business Lending, Underwriting, Commercial Mortgages, Loans, Lines Of Credit, Consumer Lending, Commercial Banking, SBA, Credit Risk, Loan Origination, Portfolio Management, Cash Flow Lending
Education
Hastings College 2001 — 2005
B.S., Business Admn
Arlington High School 1998 — 2001
Mediasmith August 2015 - Present
Esurance February 2015 - August 2015
Mogo Marketing + Media March 2014 - February 2015
eBay Enterprise April 2012 - September 2013
FriendFinder Networks Inc. April 2011 - December 2011
Wells Fargo Bank August 2009 - November 2010
The Home Depot September 2005 - January 2010
Dwight, Bental, and Hall Communications August 2008 - May 2009
Skills
Advertising, Marketing Research, Social Media, Social Media Marketing, Sales, Online Advertising, Marketing, Media Planning, Microsoft Office, Google Adwords, Google Analytics, Microsoft Excel, Email Marketing, Digital Media, SPSS, Data Mining, Bookkeeping, PowerPoint, Online Marketing, Marketing Communications, Accounts Receivable, Accounts Payable, Account Reconciliation, Forecasting, SAP, Facebook, Digital Marketing, B2B, CPC/CPM/CPV/CPA, Advertising Operations, Excel, The Trade Desk DSP, DFA, DoubleClick
Education
San Jose State University 2007 — 2009
Bachelor of Science, Advertising
Heald College 2002 — 2004
AA, Computer IT
Department of Treasury January 2008 - Present
Carlson Companies, Inc. October 2007 - January 2008
US Bank May 2006 - May 2007
Wells Fargo Bank March 2003 - February 2006
Wells Fargo Bank March 2001 - March 2003
Skills
Accounting, Financial Reporting, Internal Controls, Auditing, Financial Analysis
Education
Minnesota State University, Mankato 2013 — 2014
Master's Degree, Accounting
Hamline University
University of Minnesota
University of Minnesota
University of Minnesota
University of Minnesota
University of Minnesota - Carlson School of Management
University of Minnesota - Carlson School of Management
Wells Fargo Bank April 2011 - Present
RBS Citizens April 2005 - December 2010
Fifth Third Bank July 2001 - April 2005
Bank One December 1998 - April 2001
First Chicago NBD December 1995 - December 1998
NBD Bank December 1994 - December 1995
NBD Bank May 1985 - December 1994
Skills
Customer Relations, Credit, New Business Development, Business Strategy, Commercial Lending, Customer Service, Capital Markets, Capital Structure, Interest Rate..., Commercial Banking, Building Relationships, Relationship Marketing, Risk Management, Start-ups, Marketing, Management, Loans, Credit Risk, Portfolio Management, Mergers & Acquisitions, Financial Risk, Finance, Sales, Investment Banking, Selling, Due Diligence, Small Business Lending, Leadership, Financial Analysis, Treasury Management
Education
Harvard Business School 2006 — 2007
RBS Executive Management Development Program, Leadership and Marketing
University of Michigan - Stephen M. Ross School of Business 1983 — 1985
MBA with distinction, Finance
Hope College 1981 — 1983
BA summa cum laude, Economics
Wells Fargo Bank January 2005 - 2010
Wells Fargo 1991 - 2005
Education
Hamline University 1994 — 1998
BA, Elementary Education & Psychology
University of St. Thomas
MBA
Wells Fargo May 2014 - Present
Wells Fargo Bank April 2007 - May 2014
International Dairy Queen 2006 - 2007
American Express/Ameriprise 1994 - 2005
Skills
Strategic Consulting, Organizational Design, Employee Relations, Compensation Strategies, Strategic Communications, HR Compliance, Organizational..., Project Management, Recruiting, Employee Benefits, Coaching, Leadership, Succession Planning, Personnel Management
Education
Hamline University 1986 — 1991
Bachelor's degree, Legal Studies, Criminal Justice and Abnormal Psychology
University of Minnesota-Twin Cities 1987 — 1988
HealthNOW Medical Center October 2013 - January 2014
Unison Health Connection March 2013 - October 2013
San Jose Medical Group September 2012 - November 2012
FAZ Restaurants September 2011 - October 2012
Fidelity National Technological Services April 2008 - February 2011
Rose Cart Florist February 2007 - December 2007
Wells Fargo Bank November 2006 - December 2006
Central National Bank April 2006 - August 2006
TJ Maxx June 2004 - December 2005
Skills
Customer Service, Microsoft Office, Management, 10 Key, Data Entry, Telephone Skills, Microsoft Word, Microsoft Excel, Medical Billing, Customer Satisfaction, Filing, Appointment Scheduling, Cashiering, Outlook, Time Management, Clerical Skills, Receptionist Duties, Medical Terminology, Medical Records, Clerical Work, Medical Coding, Medicare
Education
Heald College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Medical Insurance Billing and Coding
De Anza Community College 2005 — 2009
Business Administration
Mary Kraut and Associates Consulting April 1996 - Present
Wells Fargo Bank October 1992 - April 1996
Wells Fargo Bank 1990 - 1991
Wells Fargo Bank 1989 - 1990
United Cerebral Palsy 1984 - 1987
Skills
Program Management, Project Management, Change Management, Governance, Operations, Process Design, CRM, Negotiation, Post-Merger Integration, Global Leadership, Retail Banking, Investment Management..., Not for Profit, Fixed Income, Mutual Funds, Hedge Funds, Investments, Portfolio Management, Asset Management, Equities, Financial Services, Asset Managment, Strategy, Mergers & Acquisitions, Business Intelligence, Outsourcing, Acquisition Integration, Integration, Management
Education
Harvard Business School
MBA
Loyola Marymount University
BA, Psychology, Business Administration
Ameriprise Financial Services, Inc. January 2012 - Present
Ameriprise Financial Inc. November 2007 - January 2012
Ameriprise Financial Inc. June 2005 - November 2007
Wells Fargo Investments May 2004 - June 2005
Wells Fargo Bank July 2002 - May 2004
Skills
Strategic Financial..., Finance, Training, Sales, Analysis, Financial Advisory, Marketing Strategy, Asset Allocation, Retirement Planning, Financial Planners, Series 7, Wealth Management, Certified Financial..., Investments, Retirement, Mutual Funds, Investment Advisory, Uniform Combined State..., Investment Strategies, Fixed Annuities
Education
Hamline University 2012 — 2013
MBA, Business
Minnesota State University, Mankato 2010 — 2011
Certificate in Financial Planning, Financial Planning
University of Minnesota 1998 — 2000
Bachelor of Science, Applied Economics-Finance Management
Harvard University January 2015 - Present
ADP July 2014 - August 2014
BNY Mellon December 2013 - June 2014
Wells Fargo Bank March 2011 - October 2011
Enterprise Products May 2008 - January 2010
Skills
Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting, General Ledger, Account Reconciliation, Variance Analysis, Budgets, Process Improvement, Analysis, Financial Statements, Invoicing, Cash Flow, Treasury Management, Managerial Finance, Banking, Cash Management, Financial Modeling, Strategic Financial..., Microsoft Excel, Finance, Financial Accounting, Journal Entries, GAAP, Management, Internal Audit
Education
Harvard University 2015 — 2017
Master's Degree, Business, Management, Marketing, and Related Support Services
University of Houston, C.T. Bauer College of Business 2004 — 2008
Bachelor’s Degree, Accounting and Finance
Wells Fargo August 2015 - Present
Wells Fargo Bank October 2000 - Present
Gaylord Industries November 1999 - October 2000
Business Education Compact February 1999 - November 1999
US Air Force July 1989 - April 1996
Skills
Vendor Management, Business Analysis, Program Management, Requirements Analysis, Process Improvement, IT Strategy, Requirements Gathering, Enterprise Architecture, Integration, Risk Management, Visio, Change Management, MS Project, Banking, PMO, Data Center
Education
University of Phoenix 2003 — 2005
MBA, Technology Management
Hawaii Pacific University 1994 — 1998
BS, Computer Science
Wells Fargo Bank March 2005 - Present
Ceridian Employer Services 1992 - 2004
Ceridian 1987 - 2004
Skills
SaaS, Talent Management, Human Resources, Employee Benefits, BPO, Performance Management, Leadership, Payroll, Management, Benefits Administration, Business Development, Sales, Vendor Management, Mergers & Acquisitions, Process Improvement, Recruiting, Executive Management, Small Business, New Business Development, Team Building, Strategy, Strategic Partnerships, Outsourcing, Talent Acquisition, Customer Retention, Banking, Start-ups, Salesforce.com, Training
Education
Hamline University 1982 — 1986
BA, Business Administration
Target January 2014 - Present
Midwest Promotional Marketing July 2013 - Present
Wells Fargo November 2012 - May 2013
Wells Fargo Bank May 2011 - November 2012
Skills
Corporate Communications, Web Design, Proactivity, Internal Communications, Event Management, Newsletters, Strategic Communications, Public Speaking, Customer Service, Community Outreach, Social Media, PowerPoint, Microsoft Excel, Teamwork, Facebook, SEO, Marketing Strategy
Education
Minnesota State University, Mankato 2010 — 2013
Bachelor of Science (B.S.), Public Relations; Mass Communication, 3.77
Hamline University 2009 — 2010
Business, Management, Marketing, and Related Support Services, 4.0
Wells Fargo June 2015 - Present
Wells Fargo November 2013 - Present
Wells Fargo Bank January 2011 - November 2013
Wells Fargo January 2005 - May 2011
Wells Fargo June 2001 - July 2004
Wells Fargo January 2001 - June 2001
Skills
Banking, Management, Team Building, Teamwork, Customer Service, Customer Satisfaction, Sales, Interviews, Risk Management, Financial Services, Credit, Loans, Mortgage Lending, Portfolio Management
Education
Heald College 2009 — 2011
Associate of Applied Science in Business Administration and Accounting
VIRGEN Inc. June 2013 - Present
Wells Fargo Bank June 2009 - June 2013
Laird Christianson Advertising February 2007 - June 2008
Young & Rubicam June 2005 - August 2005
Walt Disney World March 2003 - July 2003
Skills
Advertising, Television, Sales, Marketing Communications, Public Speaking, Media Buying, Social Media Marketing, Online Advertising, Email Marketing
Education
Hawaii Pacific University 2002 — 2006
BA, Advertising, writing minor
Cigna January 2013 - June 2015
HealthNow New York Inc. May 2010 - December 2012
CareFirst BlueCross BlueShield October 2008 - May 2010
MedAssurant November 2007 - September 2008
Geico September 2005 - November 2007
I4 Commerce Inc. March 2005 - August 2005
e.magination May 2004 - February 2005
JPMorgan Chase & Co. January 2004 - April 2004
Wells Fargo Bank May 1999 - January 2004
Skills
Integration, Change Management, Risk Management, IT Management, Information Architecture, Negotiation, Scope Management, Matrix Management, Quality Management, Procurement, Time Management, Cost Management, Contingency Planning, Social Influence, SDLC, Agile Methodologies, Business Intelligence, Enterprise Architecture, Business Analysis, Leadership, Agile Project Management, Data Warehousing, Data Modeling, PMP, Project Management, SOA, Business Requirements, MS Project, Management, Cross-functional Team..., PMO, Disaster Recovery, Quality Assurance, Vendor Management, Requirements Analysis, Information Technology, Process Improvement, Solution Architecture, E-commerce, Project Portfolio..., IT Strategy, Software Project..., Strategy, Resource Management, Business Process..., Requirements Gathering, SharePoint, Software Documentation, Governance, Business Development
Education
Harvard University 1992 — 1994
Master
University of Southern California 1987 — 1992
Bachelor
Universitat de Barcelona
Master of Business Administration (MBA)
University of California, Berkeley
IT Certificate
Wells Fargo Home Mortgage July 2012 - Present
WACHOVIA BANK/WELLS FARGO BANK August 2010 - July 2012
Wells Fargo Bank August 1997 - September 2010
Skills
Cash Management, Consumer Lending, Credit, Commercial Banking, Credit Analysis, Banking, Series 7, Credit Risk, Risk Management, Sales Management, Commercial Lending, Cross Selling, Leadership, Relationship Management, FHA, Finance, Credit Cards, Financial Analysis, Lines Of Credit, Loan Origination, Real Estate, Mortgage Underwriting, Refinance, Residential Mortgages, Sales, Retail Banking, USDA, Underwriting, Mortgage Lending, Loans, Mortgage Banking, VA Loans, Financial Services, Management, Customer Service, First Time Home Buyers, Team Building, FHA Financing, Strategic Planning
Education
Hampden-Sydney College 1993 — 1997
BA---ECONOMICS, BUSINESS, ECONOMICS, ACCOUNTING
3Roads Productions January 2015 - Present
MJR Films May 2011 - Present
3roads April 2006 - January 2013
iCarly 2008 - 2008
iCarly 2008 - 2008
iCarly 2008 - 2008
Kansas City Star January 2005 - December 2005
Multi Service September 2001 - July 2003
US Navy December 1986 - May 1999
Wells Fargo Bank August 1984 - October 1987
Skills
Budgets, Public Speaking, Microsoft Office, Team Building, Event Planning, Social Media, Microsoft Excel, Strategic Planning, Customer Service, Account Management, Sales, Leadership, Management, Event Management, Program Management, Accounting, Script Analysis, Television, Entertainment, Film Production, Film, Video Production
Education
Harvard Business School 1989 — 1989
None, Global Funding, US-Japan Relations
University of Missouri-Columbia, College of Business 1976 — 1980
Accounting, Accounting, Finance, Economics, Business Management
Puptown LLC August 2012 - Present
Hamline University September 2009 - Present
Wells Fargo Bank August 2010 - September 2011
Petland Retail Stores 2008 - 2009
Bass Lake Pet Hospital 2008 - 2008
TCF National Bank 2007 - 2008
PetSmart 2005 - 2006
Skills
Microsoft Office, Social Media, Customer Service, Leadership, Leadership Development, Teamwork, Time Management, Microsoft Word, Research, PowerPoint, Event Planning, Social Networking, Coaching, Nonprofits, Sales, Team Building, Training, Canine Behavior, Canine Training, Canine Handling, Canine Rehiblitation
Education
Hamline University 2009 — 2013
Business Administration, Psychology, Animal Sciences
Normandale Community College 2007 — 2008
Biology, Business, Psychology
Orono High School 2003 — 2007
High School Diploma, Animal Sciences
Aon Benfield 2009 - Present
Lange Law Offices February 2009 - May 2009
Greatbatch, Inc. May 2008 - April 2009
Jeffrey Slocum & Associates September 2007 - December 2007
Wells Fargo Bank May 2007 - August 2007
Skills
Financial Modeling, Accounting, Investments, Due Diligence, Portfolio Management, Analysis, Hedge Funds, Valuation, Financial Risk, Insurance, Finance, Microsoft Excel
Education
St. Catherine University 2006 — 2008
Bachelor's, Accounting
Salem College 2004 — 2006
Bachelor's, Accounting
Hamline University
Union Bank February 2013 - Present
Wells Fargo Bank August 2011 - March 2013
Wells Fargo August 2004 - December 2011
Wells Fargo April 2002 - August 2004
Skills
Computer Skills Word, PowerPoint, Microsoft Excel, Customer Service, Staff Management..., Accurate Record Keeping, Merchandise Planning, Product Ordering, Organizational..., Coaching Staff, Administrative..., Multitasking Skills, Accounting, Recruiting, Project Development, Relationship Mgmt, MS Outlook, Conference Support, Sales Motivator, Conducting Interviews, Branch Banking
Education
CSU Northridge 2004 — 2006
Non-graduate/Transfer, Business, Management, Marketing, and Related Support Services
Hartnell College 2002 — 2004
Associate of Arts (AA), General Studies
Walmart September 2014 - Present
InduSun Pvt. Ltd. April 2013 - Present
IDI Gazeley - Brookfield Logistics Properties August 2012 - September 2014
Indev Partners October 2010 - December 2012
Competitiveness Support Fund September 2009 - September 2011
Tractus Asia November 2006 - September 2009
China Trade Center October 2003 - May 2004
Wells Fargo Bank August 2002 - August 2003
Skills
Management Consulting, Valuation, Investments, Financial Modeling, Due Diligence, Business Planning, Mergers, Private Equity, Business Strategy, Capital Markets, Economics, Economic Development
Education
Harvard University, John F. Kennedy School of Government 2004 — 2006
MPP, Business and Government Policy
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Finance and Management
American Airlines Federal Credit Union (Experis) July 2014 - December 2014
Wells Fargo (Experis) December 2012 - June 2014
Staffmark (JCPenney) December 2011 - December 2012
Wells Fargo Bank October 2008 - June 2011
Financial Consultant June 2000 - June 2011
M&T Bank February 2008 - October 2008
JPMorgan Chase July 2007 - January 2008
Siemens Government Services March 2007 - December 2007
US Forest Service January 2005 - September 2006
Vector SGI/Medavente July 2004 - November 2004
Education
Harding University 2003 — 2004
MBA, Business
Harding University 1993 — 1998
BA HR, Business/Human Resources
Union Endicott 1988 — 1992
TSG Consultancy, LLC January 2013 - Present
ECMCSolutions January 2011 - December 2013
Wells Fargo January 2007 - December 2010
Sallie Mae January 2000 - December 2007
Wells Fargo Bank January 1993 - December 1999
Skills
Risk Management, Software Documentation, Change Management, Mergers, Operations Management, Leadership, Sales Management, Marketing Management, Data Analysis, Financial Analysis, Skip Tracing, Project Management, Strategy, Mergers & Acquisitions, Management, Customer Service, Business Development, Banking, Strategic Planning, Loans, Financial Services, Team Building, Coaching, Program Management, Marketing, Executive Management, Product Development, Marketing Strategy, Business Planning, Team Management, Staff Development, Team Leadership, Sales, Process Improvement, Training, Customer Retention, Leadership Development, Finance, Credit, Employee Engagement, Vendor Management, Time Management, Budgets, CRM, Analysis, Business Analysis, Call Centers, Cross-functional Team..., Management Consulting, Start-ups
Education
Harvard University
Business Administration and Management, General
The University of Texas at Austin
Liberal Arts and Sciences, General Studies and Humanities
City National Bank July 2012 - Present
Good Samaritan Missionary Baptist Church January 2007 - Present
Bank of New York Mellon February 2011 - July 2012
City National Bank November 2002 - October 2010
City National Bank 2001 - 2002
Wells Fargo Bank April 1997 - June 2001
Wells Fargo Bank December 1999 - April 2001
Skills
Banking, Financial Analysis, Credit, Cash Management, Portfolio Management, Loans, Financial Services, Relationship Management, Wealth Management, CRM, Finance, Cross Selling, Financial Reporting, Management, Sales, Investments, Account Management, Accounting, Customer Service, Budgets, Underwriting
Education
University of Phoenix 2008 — 2011
Bachelor of Science Business, Accounting
Heald College 1991 — 1992
Associates of Applied Science, Accounting
James J. Hogan Senior High School 1987 — 1990
Diploma, General Education / Accounting
Wells Fargo March 2015 - Present
Wells Fargo Home Mortgage December 2009 - March 2015
Riskspan, Inc. June 2009 - December 2009
Wells Fargo Bank July 1999 - April 2009
Companion Servicing Company February 1998 - July 1999
Bank of America January 1996 - February 1998
Skills
Risk Management, Vendor Management, Process Improvement, Change Management, Management, Leadership, Banking, Analysis, Mortgage Lending, Operations Management, Training, Team Building, Strategic Planning, Cross-functional Team..., Project Management, Portfolio Management, Business Process, Financial Services, Financial Risk, Account Management, Budgets, Finance, Project Planning, Operational Risk..., Quality Assurance
Education
Hampton University
Bachlor of Arts, Mass Media Arts/Journalism, with a minor in Business Management
Wells Fargo Bank
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Financial Accounting, Account Reconciliation, Internal Controls, Financial Modeling, Finance, Internal Audit, Banking, Managerial Finance, Analysis, Corporate Finance, General Ledger
Education
Hamline University
MBA (pending), Finance
Wells Fargo Bank May 2010 - December 2010
Vanguard Car Rental February 2004 - July 2009
RAH Corporation July 2002 - February 2004
Bank of the West/Bank of America August 2001 - June 2002
Runaway Tours May 2000 - August 2001
Education
Heald College 2002 — 2004
Associates, Computer Business Administration
Polycom August 2012 - Present
Vox Mobile December 2011 - August 2012
Apple August 2011 - December 2011
Verizon Business February 2011 - August 2011
INNESS GROUP, LLC January 2009 - December 2010
Wells Fargo Bank April 2006 - August 2007
Wells Fargo Bank January 2006 - March 2006
Skills
Unified Communications, Conflict Resolution, Strategic Thinking, Marketing Strategy, Visionary Thinking, Reliability Analysis, Statistical Modeling, Graphic Design, Interaction Design, Cognitive Science, Cognitive Psychology, Issues Resolution, Resource Development, Resource Efficiency, Disaster Preparedness, Tactical Planning, Tactical Development, Adaptive Systems, Adaptive, Cultural Awareness, Cultural Sensitivity, Cultural Analysis, Structural Equation..., Loyalty Program..., Cost Accounting, Strength Training, Core Strength, Capacity Development, Fast Learner, Multi-channel Marketing, Multicultural, Proven Leader, Execution Management, Performance Excellence, Strategic Analysis, Strategy Development, Strategic Communications, Reverse Engineering, Emotional Intelligence, Efficiency Analysis, Reverse Logistics, International Logistics, Sustainability..., Competitive Intelligence, Intelligence Analysis, Observational Research, Competitive Advantage, SIP, SIP/TIP Protocol, H.264
Education
TEXAS STATE UNIVERSITY: (2003-2009) 2003 — 2010
DEGREE(S), 1) FINANCE 2) ECONOMICS
Hardin-Simmons University 2003 — 2004
Undegrad Core, Finance
Wildrick & Associates August 2015 - Present
Zions Bancorporation December 2011 - August 2015
Independent Consultant September 2011 - December 2011
Allonhill March 2011 - September 2011
TeleTech Loan Services October 2010 - March 2011
Aurora Bank 2006 - October 2010
Wells Fargo 2005 - 2006
Wells Fargo Bank 2002 - 2005
Proacsys, LLC 2000 - 2002
First Horizon Home Loans 1998 - 2000
Skills
Multi-Site Operations, Risk Management, High Performance Teams, Loans, Mortgage Lending, Change Management, Leadership, Management, Executive Management, Banking, Credit, Training, Finance, Financial Analysis, Portfolio Management, Strategy, Underwriting, Process Improvement, Operational Risk..., Mergers & Acquisitions, Contract Management, Financial Services, Process Engineering, Sales Management, Strategic Planning, Call Centers, Customer Service, Budgets, Loan Origination, Mortgage Banking, Technical Leadership, Outsourcing, Human Resources, Analysis, Start-ups, Coaching, Enterprise Software, Credit Risk, Credit Analysis, Due Diligence, Financial Risk, Loan Servicing
Education
Harvard University, John F. Kennedy School of Government 1977 — 1979
MPP, Public Policy
United States Military Academy at West Point 1969 — 1973
BS, Civil Engineering
Heald College April 2011 - Present
Wells Fargo Bank February 2006 - July 2010
Education
Heald College 2011 — 2012
SFSU
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors October 2012 - January 2014
Logical Advantage, LLC March 2012 - October 2012
Wells Fargo Advisors March 2011 - March 2012
Wells Fargo Bank September 2010 - February 2011
Bank of America July 2005 - July 2010
Trammell Crow Company 2002 - 2004
Skills
SDLC, Business Analysis, Requirements Analysis, SharePoint, Business Intelligence, Business Requirements, Process Improvement, Requirements Gathering, PMO, Waterfall, PMP, Software Project..., Integration, Business Process..., Agile Methodologies, Project Portfolio..., IT Strategy, Business Process, Data Warehousing
Education
Hampden-Sydney College 1984 — 1988
BA, Managerial Economics
Hardaway High School 1982 — 1984
Myers Park High School 1981 — 1982
UnitedHealthcare May 2010 - Present
Wells Fargo Bank September 2009 - January 2011
Comcast Cable January 2004 - September 2008
Outsource Inc 2001 - 2004
ELECTRICAL INSULATION SUPPLIER 1999 - 2001
MAINTENANCE EXPERTS 1996 - 1999
Education
Hamline University 2007 — 2009
Masters, Business Administration
National American University 2002 — 2006
B.S., Applied Management
KRS Computer and Business School 2000 — 2001
Certificate, Windows 2000 Microsoft Certified Systems Engineer (MCSE) / Fundamentals in Networking
Nason & Nason Executive Search December 1994 - Present
Credit Suisse June 1981 - December 1988
Wells Fargo Bank July 1971 - July 1979
Citibank June 1965 - July 1971
Skills
Branch Banking, Banking, Consulting, International Business..., Financial Analysis
Education
Tufts University - The Fletcher School of Law and Diplomacy 1964 — 1965
Harvard Business School 1975 — 1975
Corp Fin Mgt, Financial Management
Washington and Jefferson College 1955 — 1959
BA, Physics
Daily Press Media Group July 2015 - Present
Paychex September 2013 - July 2015
Wells Fargo Bank August 2012 - September 2013
hhgregg August 2011 - August 2012
CarMax October 2007 - October 2011
Skills
Credit, Mortgage Lending, Banking, Retail Banking, Sales, Customer Service, Customer Satisfaction, Loans, Consumer Lending, Customer Retention, Sales Management, Financial Analysis, Leadership, Financial Services, Coaching, Small Business, Retail, Process Improvement, Profit, Cross Selling, Lines Of Credit, Store Management, Small Business Lending, Retail Sales, Credit Cards, Training, Team Building, Portfolio Management, Finance, Risk Management, Management, Human Resources, Payroll, Time Management, Team Leadership, Analysis, Marketing, Outlook, New Business Development, Business Development, Strategic Planning, Teamwork, Leadership Development, Social Networking, Home Equity Loans, Microsoft Word, Business Strategy, Deposits, Cash Management, Credit Analysis
Education
Hampton University 2003 — 2007
Regent University
Bachelor’s Degree
Thomas Nelson Community College
Rocklin Oral Surgery January 2013 - Present
MD Stat Urgent Care September 2012 - December 2012
Bank of America December 2009 - July 2010
Klingbeil Capital Management June 2009 - December 2009
Wells Fargo Bank April 2009 - July 2009
JPMorgan Chase June 2001 - April 2009
BJ's Restaurants, Inc. 2008 - 2009
Skills
Mortgage Banking, Mortgage Lending, Loans, 10 Key, Refinance, Customer Service, Loan Origination, Credit, Outlook, Insurance, FHA, Microsoft Excel, Data Entry, Loan Servicing, Mortgage Servicing, Accounts Payable, Underwriting, Microsoft Word, Microsoft Office, Fax, VA loans, Healthcare, Vital Signs
Education
Heald College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Medical/Clinical Assistant
Heald College 2011 — 2013
Associate, Applied Science; Medical Assisting
Heald College 2011 — 2013
Associate, Applied Science; Medical Assisting
Heald College-Roseville 2011 — 2012
Associate of Arts and Sciences (AAS), Medical/Clinical Assistant
Eastdil Secured May 2014 - August 2014
Interstate Hotels & Resorts May 2013 - July 2013
Wells Fargo Bank June 2011 - April 2013
WELLS FARGO & COMPANY January 2011 - June 2011
Wells Fargo Bank August 2008 - January 2011
Skills
Portfolio Management, Banking, Credit Analysis, Credit, Finance, Loans, Treasury Management, CRM, Business Development, Underwriting, Management, Financial Structuring, Commercial Lending, Financial Modeling, Commercial Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Real Estate and Finance
Harvard University 2004 — 2008
Bachelor of Arts, Economics
Total Transit Inc October 2007 - Present
Distribution Management Corporation, Inc September 2006 - October 2007
Loomis September 1999 - September 2006
Wells Fargo Bank August 1996 - August 1999
United States Marine Corps May 1975 - July 1996
Skills
Operations Management, Customer Service, Strategic Planning, Cross-functional..., Team Building, Process Improvement, Business Development, Business Strategy, Business Analysis, Operational Excellence, Operational Efficiency, Budgets, Management, Logistics, Cross-functional Team..., Leadership, Sales, Start-ups, Project Management, Training, Management Consulting
Education
Valley Leadership
Valley Leadership
Valley Leadership
Tempe Leadership Class XXVIII 2012 — 2013
Webster University 1987 — 1988
MBA, Business Administration and Management, General
University of Kansas 1978 — 1981
BS, Business Administration
Harvard Business School
BOOST 1977 — 1978
PI Analytics 2005 - Present
George Washington University 2013 - Present
Wells Fargo Bank 2010 - 2015
EquityRock Capital Management 2008 - 2010
Property & Portfolio Research, Inc. 2006 - 2008
Avenue Capital Group 2005 - 2006
Fannie Mae 1991 - 2005
Federal Reserve Bank of Philadelphia 1987 - 1991
Education
Tulane University 1982 — 1986
Ph.D., Econometrics
Hampden-Sydney College 1978 — 1981
BS, Mathematics
Self-employed 1994 - 1997
Tandem Computers Incorporated 1987 - 1993
GATX Leasing Corporation 1985 - 1987
Wells Fargo Bank 1982 - 1985
Skills
Organization Leadership..., Business Analysis, Systems Analysis, Requirements Analysis, Quality Assurance, Test Planning, Testing, System Integration..., Training & Development
Education
Harvard University
Bachelor of Arts (BA), History
Ishpeming High School, Michigan
High School Diploma, Science Course
Raymond James Financial Services, Inc. Member FINRA/SIPC September 2007 - Present
First Northern Bank September 2007 - Present
Invest Financial Corporation November 2002 - September 2007
Placer Sierra Bank 2002 - 2007
Wells Fargo Bank May 1998 - September 2001
Sacramento Savings 1989 - 1995
Thomas Underly Design & Management 1980 - 1983
Skills
Investments, Securities, Finance, Financial Services, Financial Advisory, Sales, Portfolio Management, Mutual Funds, Series 7, Series 63, Wealth Management
Education
Kaplan University 2012 — 2013
Wealth Management
Heald College 1995 — 1997
AA, Business Management
CA Life/Variable Insurance License
Kaplan University
Wealth Management Specialist, Investments and Securities
La Sierra Highschool
Series 7
Financial
Keller Williams Realty, Inc. July 2015 - Present
New Heights Marketing, Inc. April 2014 - July 2015
Graebel Relocation Services Worldwide February 2013 - January 2014
North Atlanta Family Practice August 2011 - October 2012
Wells Fargo Bank January 2011 - September 2011
American Dream May 1996 - December 1997
Equifax September 1991 - December 1992
Days Inns December 1988 - September 1991
Skills
Real Estate, Real Estate Marketing, Real Estate Transactions, Leadership, Residential Homes, Single Family Homes, Listing Homes, Sellers, Sales, Customer Service, New Business Development, Senior Relocation, Corporate Relocation, Contract Negotiation, Marketing, Marketing Communications, Process Improvement, Marketing Strategy, Social Media, Strategic Planning, Project Management, Management, Finance, Microsoft Office, Microsoft Word, Account Management, Research, Quality Management, Team Building, Public Speaking, Public Relations, Writing, First Time Home Buyers, Existing Home Sales, New Homes, Vacation Homes, Custom Homes, New Home Sales, Townhomes, Condos, Senior Real Estate
Education
Harding University 1982 — 1986
BBA, Marketing
Greater Atlanta Christian School 1978 — 1982
Points of Light 2012 - Present
Travelport 2010 - 2012
Strayer University 2006 - 2009
SunTrust Bank 2005 - 2006
TSYS Debt Management 2003 - 2005
BetaSphere, Inc. 2000 - 2001
Planned Parenthood Mar Monte January 1999 - December 2000
Partners in Business Systems, Inc. 1996 - 1999
Congregation Beth Sholom 1994 - 1996
Wells Fargo Bank 1988 - 1993
Skills
Team Management, Staff Development, Net Promoter Score, Voice of the Customer, Service Operations, Program Management, Analysis, Non-profits, Strategy Development, Strategic Planning, Management Consulting, Team Building, Change Management, Process Improvement, Budgeting, Business Planning, Cross-functional Team..., Customer Research, Market Research, Project Execution, Strategic Communications, Business Relationship..., Vendor Management, Planning, Project Planning, Project Implementation, Research Project..., Client Interfacing, Stakeholder Engagement, Strategy, Project Management, CRM, Nonprofits, Strategic Partnerships, Management, Leadership Development, Leadership, Marketing, Training, Budgets, Business Strategy, Integrated Marketing, Business Development, Product Development, Executive Management, Policy, Enterprise Software, Start-ups
Education
Harvard Business School
MBA
Pomona College
B.A.
Capital One February 2009 - Present
PARTNERSHIPS January 2009 - Present
JPMorgan Chase January 2003 - February 2009
Build The Team, LLC January 1999 - January 2003
PNC BANK January 1998 - January 1999
Wells Fargo Bank January 1994 - January 1998
Twain Associates, Inc August 1989 - June 1994
CHARRETTE CORPORATION May 1988 - August 1988
NCR Corporation January 1985 - January 1987
Skills
Strategy, Product Management, Project Management, Credit Cards, Business Development, Marketing, Portfolio Management, Financial Analysis, Training, Team Building, Negotiation, Retail
Education
Harvard Business School 1987 — 1989
Masters of Business Administration; Bachelor of Science, Finance and Economics
University of Maryland College Park 1981 — 1985
Bachelor of Science (B.S.), Finance and Economics, Summa Cum Laude
Land O'Lakes, Inc. November 2014 - Present
Land O'Lakes, Inc. May 2012 - October 2014
Wells Fargo Bank September 2007 - March 2012
Skills
Problem solving and..., Customer Relationship..., Process Improvement, Outstanding customer..., Excellent people..., Experienced in..., Knowledge of...
Education
Hamline University 2008 — 2010
Master of Business Administration (MBA)
Universidad del Valle de México
International Relations
Bank of America July 2015 - Present
Bank of America July 2013 - July 2015
Wachovia, A Wells Fargo Company March 2010 - February 2013
Wells Fargo Bank August 2006 - March 2010
Skills
Loans, Mortgage Lending, Customer Service, Credit, Banking, Management
Education
Hamline University 2000 — 2004
Bachelor of Arts, Economics, Sociology
Southern Methodist University
International/Global Studies
The Private Client Group at US Bank January 2014 - Present
Quazar Capital Corporation May 2013 - November 2013
US Bank April 2010 - May 2013
Wells Fargo Home Mortgage January 2010 - April 2010
Wells Fargo Home Mortgage September 2009 - January 2010
Wells Fargo Bank September 2008 - May 2009
Wells Fargo Home Mortgage June 2007 - August 2007
Skills
Banking, Customer Service, Financial Analysis, CRM, Finance, Credit, Credit Analysis, Microsoft Excel, Commercial Banking, Loans, Mergers & Acquisitions, Marketing, Mortgage Lending, Languages, Critical Thinking, Time Management, Asset Based Lending, Detail Orientation, Teamwork, Account Reconciliation, Investment Banking, Private Equity, Marketing Communications, Building Relationships, Manage Client..., Financial Advisory, Social Media Marketing, Communication, Market Research, Consumer Lending, Social Media, Social Networking, Consulting, Client Prospecting, Financial Statements, Commercial Lending, Credit Risk
Education
Hamline University 2006 — 2009
Bachelor of Arts (BA), Finance and Management
Wells Fargo November 2013 - Present
Wells Fargo April 2013 - Present
Wells Fargo Bank October 2011 - May 2012
Merrill Lynch January 2009 - January 2010
Skills
Financial Analysis, Finance, Bloomberg, Banking, Loans, Financial Risk, Relationship Management, Market Research, Credit, Credit Risk, Mutual Funds, Wealth Management, Strategic Financial..., Securities, Investment Banking, Series 7, Life Insurance, Analysis
Education
Hawaii Pacific University 2010 — 2012
MBA, Finance
University of Nevada-Reno 2005 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Wells Fargo April 2014 - Present
Wells Fargo Retail Finance April 2011 - Present
Wells Fargo April 2011 - Present
Wells Fargo Bank September 2010 - Present
Wells Fargo Network May 2009 - Present
Wells Fargo Bank July 2006 - August 2007
Wells Fargo Bank May 2006 - July 2006
Wells Fargo Bank November 2005 - May 2006
Skills
Customer Service, Banking, Microsoft Office, Risk Management, Leadership, Finance, Financial Analysis, Sales, Management, Credit, Facilitation
Education
Hamline University 2012 — 2014
MBA, Currently Enrolled
University of Minnesota-Twin Cities 2001 — 2005
Major in Sociology, Minor in General Business
Hamline University
UNIVERSITY OF MINNESOTA
Bachelor of Arts, Sociology (Law
Stanford Children's Health Lucile Packard Children's Hospital Stanford September 2013 - September 2014
Washington Township Medical Foundation July 2012 - August 2013
NorCal Imaging - Radnet Inc March 2011 - July 2012
Advanced & Accurate Medical Billing May 2010 - February 2011
Harte-Hanks Pennysaver October 2006 - November 2008
Home Loan Experts March 2006 - October 2006
Wells Fargo Bank August 2000 - February 2006
Skills
Patience, Bilingual, Teamwork, Organizational..., Time Management, Able To Multi-task, Client Interfacing, Client Relationship..., Client Communications, Computer Literate, Problem Solving, Telephone Skills, Flexible Working, Highly Adaptable, Sales Operations, Invoicing, Medical Billing, Software Documentation, Human Resources, CRM, Adaptation, Customer Service, Insurance, Flexible Schedule, Management
Education
Heald College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Heald College
AA, Business Administration
Capital One March 2013 - Present
Wells Fargo Bank April 2009 - March 2013
Wells Fargo Bank March 2008 - March 2009
Wells Fargo Bank April 2005 - March 2008
Wells Fargo Bank January 2003 - August 2005
Wells Fargo Bank 2000 - 2002
Wells Fargo Bank 1995 - 1999
Skills
Banking, Portfolio Management, Relationship Management, Call Centers, Marketing, Strategy, Executive Management, Leadership, Management, Analytics, Budgets, Customer Satisfaction, Retail Banking, Sales, Sales Management, Operations Management, Loans, SDLC, Governance, Financial Services, Product Management, Business Analysis, Program Management
Education
Harvard University 1986 — 1990
BA, Psychology
UCLA Anderson School of Management 1993 — 1995
MBA, Marketing and Accounting
Wells Fargo September 2014 - Present
Wells Fargo January 2008 - Present
Wells Fargo Bank 2006 - 2008
Wells Fargo Internet Services 2006 - 2006
Wells Fargo 2004 - 2006
Wells Fargo Internet Service Group 2002 - 2004
Mercer Management Consulting (Now Oliver Wyman) 1995 - 2002
Skills
Strategy, Product Management, Analytics, Mobile Devices, Business Strategy, Leadership, Product Development, Management, Strategic Planning, Change Management, Marketing, Financial Modeling, Executive Management, Consulting, Multi-channel Marketing, Strategic Partnerships, Competitive Analysis, Digital Strategy
Education
Harvard Business School 1998 — 2000
MBA, Business
Harvard University 1991 — 1995
A.B., Economics
Intuit June 2014 - Present
Check Inc. April 2012 - June 2014
Green Dot Corporation December 2009 - April 2012
PayPal, Inc. (eBay) February 2008 - January 2010
AccountNow, Inc. September 2004 - February 2008
Wells Fargo Bank July 2004 - September 2004
Providian Financial August 1999 - July 2004
Skills
Email Marketing, Lead Generation, Online Marketing, SEM, Product Management, Analytics, SEO, Affiliate Marketing, Mobile Marketing, Marketing Strategy, Customer Acquisition, PPC, Strategic Partnerships, Product Marketing, Marketing, Strategy, Online Advertising, Start-ups, Direct Marketing, Advertising, Segmentation, Brand Management, Business Strategy, New Business Development, Online Lead Generation, Management, Product Development, Mobile Devices, Media Planning, Digital Marketing, Web Analytics, Media Buying, E-commerce, Competitive Analysis, Display Advertising, Social Media, Multi-channel Marketing, CRM
Education
San Francisco State University 1995 — 1999
Bachelor or Science, Business Administration Marketing, Cum laude
Hawaii Pacific University 1995 — 1996
Porthalla
Re/Max May 2000 - Present
United Business Development March 1978 - January 1982
Wells Fargo Bank September 1969 - May 1976
Skills
Relocation, Referrals, Listings, Buyer Representation, Short Sales, REO, First Time Home Buyers, New Home Sales, Foreclosures, Investors, Single Family Homes, Investment Properties
Education
Heald College 1971 — 1973
Accounting
San Jose State University 1969 — 1971
University of Arizona, Eller College of Management, McGuire Center for Entrepreneurship April 2015 - Present
Strategic Storage Growth Trust July 2014 - Present
MZ Advisors May 2014 - Present
MF Partners October 2012 - Present
OneWest Bank March 2012 - May 2014
JPMorgan Chase January 2011 - March 2012
Wells Fargo Bank August 2007 - January 2011
Commerce National Bank February 2006 - August 2007
Wells Fargo May 2004 - February 2006
Wells Fargo July 2001 - May 2004
Skills
Credit, Portfolio Management, Banking, Commercial Banking, Financial Analysis, Finance, Investments, Management, Financial Services, Underwriting, Strategic Planning, Private Equity, Leadership, New Business Development, Analysis, Fundraising, Nonprofits, Nonprofit Consulting, Mergers & Acquisitions
Education
Harvard Business School
Executive Education. Social Enterprise - Governing for Nonprofit Excellence
Pepperdine University 1998 — 2001
MBA
University of California, Irvine 1990 — 1992
BA, Social Ecology
University of Arizona 1988 — 1990
Corona del Mar High School 1983 — 1986
Automatic Data Processing BSA/FIU AnalystWells Fargo BankMay 2010 - Present
Warner Pacific College 2009 - 2010
Wells Fargo Bank June 2000 - December 2005
Education
Warner Pacific College 2007 — 2009
Bachelors, Business Administration
Heald College 2001 — 2003
Associate of Applied Science, Computer Technology
Wells Fargo Bank March 2013 - Present
Wells Fargo Bank July 2011 - March 2013
Wells Fargo Bank August 2010 - July 2011
Wells Fargo Bank November 2007 - August 2010
Rogers & Hollands Jewelers June 2007 - November 2007
Rogers & Hollands Jewelers November 2004 - May 2007
Skills
Project Management, Visio, Program Management, Process Improvement, CRM, Team Building, Microsoft Excel, Management
Education
Hamline University 2009 — 2010
Master of Business Administration
University of Wisconsin-Eau Claire 2002 — 2006
Bachelor of Business Administration, Business Finance
American Express April 2015 - Present
American Express June 2014 - April 2015
American Express August 2013 - June 2014
JP Morgan Chase September 2011 - June 2013
Texas Roadhouse December 2004 - September 2011
Wells Fargo Bank December 2010 - April 2011
Charles Schwab February 2009 - July 2010
Charles Schwab January 2007 - February 2009
US Army July 1997 - July 2001
Skills
Series 7, Series 63, Uniform Combined State..., Series 6, Mutual Funds, Series 65, Securities, Series 24, Credit, Retirement Planning, Investments, Strategic Financial..., Asset Allocation, Wealth Management, Financial Services, Relationship Management, Asset Management, Finance, Retirement, Loans, Bonds, Mortgage Lending, IRAs, Financial Advisory, Investment Advisory, Consumer Lending, 401k, Options, Portfolio Management, Investment Management, Retail Banking, FINRA, Trading, Sales Management, Operations Management, Full P&L Responsibility, Cash Handling Experience, Cold Calling Experience, Client Rapport, Negotiation, Credit Analysis, Training, Insurance
Education
University of Phoenix-Phoenix-Hohokam Campus 2009 — 2011
Master of Business Administration, Business Administration
University of Northern Iowa 2005 — 2006
Bachelor of Arts, Finance
Hawkeye Community College 2003 — 2005
Associate of Arts, Business Administration
Ft. Lewis NCO Academy 2000 — 2000
Certificate, Non-Commissioned Officer Training
US Army Basic Training 1997 — 1997
General, Infantry Basic Training, Mechanized Operations
Wells Fargo July 2014 - Present
Wells Fargo June 2013 - July 2014
Wells Fargo Bank January 2010 - June 2013
Wells Fargo Financial June 2008 - January 2010
Skills
Retail Banking, Series 6, 63 Licenses, Relationship Management, Consumer Lending, Credit, Credit Analysis, Financial Analysis, Fixed Annuities, Investments, Life Insurance, Loans, Mortgage Lending, Retirement Planning, Wealth Management
Education
Hampden-Sydney College 2004 — 2008
History
Wells Fargo Bank June 2015 - Present
The Disney Store August 1995 - Present
American Express September 2013 - June 2015
Randstad Staffing Services February 2013 - September 2013
Aon Integramark May 2011 - February 2013
Wells Fargo February 2011 - May 2011
Honda MPE Financial Services (American Honda Finance) June 2009 - February 2011
Jigsaw Meeting, LLC April 2009 - April 2010
Toyota Motor Manufacturing Texas May 2006 - April 2009
W.G. Yates & Sons Construction January 2003 - May 2006
Skills
Training, Management, Program Management, Data Analysis, Analysis, Software Documentation, Outlook, Budgets, Visio, PeopleSoft, Customer Service, PowerPoint, Process Improvement, Microsoft Office, Microsoft Excel, Human Resources, Microsoft Word, Leadership, Team Building, Team Leadership, Project Management, Sales, Problem Solving, Marketing, Time Management, Event Management, Access, SharePoint, Continuous Improvement, Project Planning, Troubleshooting, Teamwork
Education
Harding University 1973 — 1976
BA, Mathematics, English, 3.86
Harding University
Bachelor of Arts - Mathematics, Mathematics
Apple April 2013 - Present
LinkedIn October 2009 - March 2013
TokBox (acquired by Telefonica) August 2008 - August 2009
Endeca Technologies (acquired by Oracle) August 2005 - August 2008
AOL June 2003 - July 2005
Wells Fargo Bank June 1998 - August 2001
Skills
Global Business..., Product Marketing, Sales Management, Strategic Partnerships, Partner Management, Contract Negotiation, Business Development, Business Strategy, Microsoft Partner, Social Media, Management, Enterprise Software, Product Management
Education
Harvard Business School 2001 — 2003
MBA
University of San Diego 1994 — 1998
Bachelor's
Charles Schwab June 2011 - April 2013
Wells Fargo Bank November 2010 - May 2011
Charles Schwab October 2009 - January 2011
Wells Fargo July 2009 - August 2010
Instinet Corporation May 2008 - March 2009
Charles Schwab September 2006 - March 2007
Wells Fargo November 2004 - May 2006
Charles Schwab June 1999 - October 2004
Bank of America September 1997 - June 1999
McKesson 1996 - 1996
Skills
Project Planning, Management, Budgets, Negotiation, Clarity, PMO, SDLC, Business Requirements, PMP, Waterfall, Project Portfolio..., Agile Project Management, Strategy, Team Management, Project Management, Vendor Management, Business Analysis, Program Management, Communication, Agile Methodologies
Education
Harvard University, John F. Kennedy School of Government 1996 — 1997
MPA
University of Ottawa 1993 — 1994
n/a
Saint Mary's College of California 1991 — 1993
MBAIB
Mount Holyoke College 1979 — 1983
BA
Beuther Consulting 2006 - Present
Professional Appearances Inc. 2008 - 2009
Leverage, Inc. 2005 - 2006
The Picture People, a Hallmark retail subsidiary 2000 - 2005
Wells Fargo Bank 1997 - 2000
Levi Strauss and Company 1995 - 1997
Kraft Foods 1992 - 1995
The Procter & Gamble Company 1991 - 1991
I. Magnin and Company 1987 - 1990
Skills
Direct Marketing, Advertising, Marketing Strategy, Customer Relations, Online Communication, Campaign Development, Product Development, Brand Development
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Marketing
Harvard University 1982 — 1986
AB cum laude, Government
Health Advocate July 2012 - Present
WellCall April 1997 - Present
Wells Fargo Bank September 1991 - August 1996
Education
Harvard University Kennedy School of Government 1988 — 1990
M.P.A., Health Policy
University of California, Berkeley 1980 — 1984
BS, MA, M.F.C.C., MPH, Public Health, Psychology
Wells Fargo Bank February 2011 - Present
Wells Fargo, Internet Services Group 2003 - February 2011
Wells Fargo, Internet Services Group 1995 - 2003
Ad-Up 1997 - 2000
Pacific Access 1994 - 1995
Consilium 1992 - 1994
Consilium 1988 - 1992
Skills
Software Development, Business Architecture, Enterprise Architecture, Banking, Manufacturing..., Program Management, Product Launch, IT Service Management, Software Project..., SDLC, Strategy, SOA, Project Planning, Unix, Architecture, IT Management, Vendor Management, Business Process..., Enterprise Software, Management, Product Management, Agile Methodologies, Requirements Analysis, Start-ups, IT Strategy, Agile Project Management, Integration, Architectures
Education
Harvard University 1980 — 1981
SunTrust Bank, Inc. June 2015 - Present
Wells Fargo Bank January 2012 - June 2015
Wells Fargo Bank January 2011 - January 2012
Union First Market Bank October 2009 - January 2011
First Market Bank January 2004 - September 2005
First Market Bank November 2001 - December 2003
Skills
Credit Analysis, Client Relationship..., New Business Development, Financial Analysis, Commercial Lending, CRM, Financial Services, Portfolio Management, Loans, Small Business Lending, Credit, Banking, Commercial Banking, Consumer Lending, Loan Origination, Mortgage Lending, Finance, Management
Education
Virginia Banker's Association School of Bank Management (McIntire School of Commerce - University of Virginia) 2010 — 2012
Hampden-Sydney College 1996 — 2000
B.A., Managerial Economics
Collegiate School 1989 — 1996
High School Diploma
Regions Financial Corporation November 2013 - Present
Wells Fargo Bank July 2006 - November 2013
AmSouth Bank 2000 - 2006
Skills
Credit, Commercial Lending, Credit Analysis, Financial Analysis, Portfolio Management, Loans, Equities, Investments, Risk Management
Education
University of Tennessee-Knoxville - College of Business Administration 1998 — 2002
Bachelor of Science (BS), Finance, General
Wells Fargo Social Responsibility Group 1980 - Present
Wells Fargo Bank 1980 - Present
Children's Theatre Company 1975 - 1980
Education
Oklahoma State University 1973 — 1975
M.A., Theatre and Communications
Hanover College 1969 — 1973
B.A., Theatre
Wells Fargo Bank Vice President & Technology ManagerWells Fargo1985 - 2007
Education
Harvard Business School 2003 — 2005
Wells Fargo Bank June 2005 - Present
Education
Hampden-Sydney College 2001 — 2005
Penncro Associates, Inc. April 2015 - Present
Bridgeforce January 2013 - April 2015
Fireside Bank March 2003 - August 2012
OverC International May 2001 - March 2003
ExTerra Credit Recovery July 1997 - May 2001
Wells Fargo Bank July 1996 - July 1997
Household Finance Corp 1981 - 1996
Skills
Call Center, Sales Management, Vendor Management, Credit, Portfolio Management, Leadership, Account Management, Analysis, Analytics, Banking, Budgets, Business Analysis, Business Development, Business Process..., CRM, Call Centers, Change Management, Commercial Lending, Consumer Lending, Credit Analysis, Credit Cards, Credit Risk, Customer Retention, Customer Satisfaction, Customer Service, Executive Management, Finance, Financial Analysis, Financial Services, Forecasting, Human Resources, Insurance, Loan Origination, Loan Servicing, Loans, Loss Mitigation, Management, Marketing, Mergers, Mortgage Lending, Negotiation, New Business Development, Operations Management, Payments, Process Improvement, Relationship Management, Risk Management, Strategic Planning, Sales, Strategy
Education
Hampton University
Wells Fargo Bank May 2010 - Present
Wells Fargo Home Mortgage - Fraud Risk Management August 2006 - May 2010
Wells Fargo Home Mortgage August 2005 - November 2006
Wells Fargo 2003 - 2004
Wells Fargo 2002 - 2003
Skills
Risk Management, Operational Risk, Policy, Risk Mitigation, Risk, Compliance, Compliance Audits, Consultation, Credit Risk, Enterprise Risk..., Business Continuity..., Information Security..., Records Management, Controls Assessment, Control Testing, Ad Hoc Reporting, Persuasive Presentations, Financial Risk, Mortgage Lending, Loans
Education
Hamline University 2008 — 2010
MBA, Business
University of Wisconsin-River Falls 1998 — 2002
BS, Business Administration & Marketing Communications (Double Major)
Columbia Heights High School 1994 — 1998
Wells Fargo October 2014 - Present
Wells Fargo Bank September 1988 - Present
Norwest 1988 - 1998
Volume Services March 1982 - September 1989
Skills
Mergers, Tax Preparation, Payroll, Compensation, Benefits Administration, Employee Relations, Process Improvement, Documentation, General Ledger, Compliance, HRIS, Performance Management, Business Analysis, Strategic Planning, Vendor Management, Excel, Analysis, Problem Solving, Team Building, Customer Relations, Administration, Customer Service, Word, SOX, Payroll Processing, Microsoft Office, PowerPoint, PeopleSoft, Mergers & Acquisitions, Employee Benefits, Deferred Compensation, Account Reconciliation, Microsoft Word, Microsoft Excel, System Administration, Project Management
Education
Hamline University 1981 — 1985
B.A., Politicial Science
Jerry's Enterprises, Inc. September 2015 - Present
Wells Fargo December 2013 - June 2015
Wells Fargo Bank November 2011 - December 2013
Wells Fargo Bank December 2009 - November 2011
Wells Fargo July 2006 - December 2009
Excel Title, LLC July 2002 - June 2005
Metris Companies September 2001 - June 2002
Skills
Vendor Management, Process Improvement, Financial Analysis, Business Analysis, Analysis, Risk Management, Management, Leadership, Banking, Contract Negotiation, Business Process..., Nutritional Counseling, Holistic Health, Self-healing
Education
Institute of Integrative Nutrition 2014 — 2015
Health Coach Certification, Health and Wellness
Hamline University School of Law 1999 — 2002
J. D
Southwest Minnesota State University 1995 — 1998
B.S, Finance
Wells Fargo Home Mortgage October 2013 - Present
Wells Fargo Home Mortgage October 2013 - Present
Wells Fargo January 2005 - Present
Wells Fargo Bank 2005 - Present
Skills
Business Requirements, SDLC, Requirements Gathering, Business Analysis, Project Plans, Visio, Agile Methodologies, Business Intelligence, Business Process..., Business Process, Data Warehousing, Enterprise Architecture, Integration, PMO, Process Improvement, Requirements Analysis, SharePoint, Software Documentation, Software Project..., Systems Analysis, User Acceptance Testing, Vendor Management, System Deployment, Management, Project Management, Leadership, Customer Service, Analysis, Cross-functional Team..., Problem Solving, Team Leadership, Microsoft Office, Program Management
Education
Hamline University 1997 — 2002
Computer science and Computational Economics, Computer Science & Computational Economics
TIAA-CREF October 2013 - Present
Wells Fargo Bank March 2003 - September 2013
Holistic Health Clinic 2001 - 2006
CGS 1997 - 2000
Skills
Banking, Analysis, Business Analysis, Business Requirements, Data Analysis, Leadership, Vendor Management
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
Master of Business Administration (MBA)
Stony Brook University 1992 — 1995
BA, Sociology
Hampton University 1990 — 1991
SIL International November 2011 - Present
Wells Fargo Bank November 2007 - October 2011
SPARC July 2003 - November 2007
North End Area Revitalization February 1999 - June 2003
Skills
Real Estate Development, Community Development, Asset Management, Underwriting, Loans, Credit, Mortgage Lending, Financial Modeling, Commercial Lending, Real Estate Economics, Real Estate, Credit Analysis, Banking, Small Business Lending, Strategic Planning, Risk Management, Consumer Lending, Investment Properties, Valuation, Due Diligence, Affordable Housing, Asset Managment, Non-profits, Leadership, Property Management, Nonprofits
Education
Graduate Institute of Applied Linguistics 2012 — 2012
Harvard University 1993 — 1997
Bachelor of Arts (B.A.), East Asian Studies
Wells Fargo January 2010 - Present
Washington Mutual Card Services 2007 - January 2009
Bank of the West September 2006 - March 2007
Bank of the West March 2005 - September 2006
Bank of the West April 2000 - March 2004
Wells Fargo Bank 1998 - 2000
Wells Fargo Bank 1997 - 1998
Wells Fargo Bank 1994 - 1997
First Interstate Bank 1984 - 1991
Skills
Integration, Vendor Management, TCP/IP, Data Center, Project Management, Business Analysis, Business Process..., Leadership, Management, SharePoint, Enterprise Architecture, CRM, MS Project, PMP, Software Documentation, SDLC, Information Security, Quality Assurance, Project Planning, System Administration, Cross-functional Team..., Troubleshooting, Program Management, Banking, Information Technology, Testing, DNS, Business Strategy, Change Management, Software Development, Mergers, Process Improvement, Risk Management, Software Project...
Education
Heald College 1998 — 2000
USAA December 2012 - Present
USAA September 2007 - Present
Wells Fargo Bank 2005 - 2007
Skills
Banking, Customer Service, Process Improvement, Team Building, Sales, Risk Management
Education
Harper College 1981 — 1982
Western International University
Business Administration, Management and Operations
Golden State Water Company February 2012 - Present
Golden State Water Company October 2007 - February 2012
West Valley Construction March 2005 - August 2007
Wells Fargo Bank September 1998 - December 2004
Skills
Construction, Project Management, Construction Management, Engineering, Civil Engineering, Contract Management, AutoCAD, Stormwater Management, Pipelines, Water, Water Supply, Pump Stations, Water Distribution, Water Treatment
Education
San Jose State University 2001 — 2005
Bachelor of Science (B.S.), Civil Engineering
Heald College 2000 — 2001
A.S., Computer Technology
Lowell High School 1994 — 1998
Silver Ridge Capital March 2009 - Present
Buchanan Street Partners November 2004 - March 2009
Wells Fargo Bank 1994 - 1999
Education
Harvard University, John F. Kennedy School of Government 1992 — 1994
MPP, Urban Economics, Real Estate Finance
University of California, Berkeley 1988 — 1991
Wells Fargo Bank April 2009 - Present
AIG SunAmerica October 2007 - March 2009
Wells Fargo Bank July 2006 - October 2007
Skills
Loans, Mortgage Lending, Finance, Credit, Financial Analysis
Education
Hampden-Sydney College 2002 — 2006
Bachelor of Arts (BA), Economics
Ladera Investments, LLC January 2002 - Present
Mechanics Bank April 2003 - Present
HAL Investments May 1993 - December 2000
Berkeley Govett 1986 - 1993
Wells Fargo Bank 1983 - 1986
The Boston Consulting Group 1980 - 1983
Energy and Environmental Analysis 1976 - 1978
Skills
Wealth Management..., Portfolio Management, Capital Markets, Management, Credit Analysis, Investment Management, Project Management, Due Diligence, Mergers & Acquisitions, Banking, Business Planning, Financial Analysis, Wealth Management, Business Development, Investment Advisory, Strategic Planning, Investments, Valuation
Education
University of California, Berkeley 1978 — 1980
Masters of Business Administration, Finance and Applied Econommics
Harvard University 1971 — 1976
Bachelor of Arts (BA), Economics
Union Bank June 2009 - Present
Wells Fargo Bank August 2007 - May 2009
Southern California Edison May 2007 - August 2007
Countrywide Bank 2006 - 2007
Skills
Risk Management, Financial Analysis, Credit Risk, Credit Analysis, Fixed Income, Asset Managment, Commercial Banking, Counterparty Risk, Mortgage Banking, Energy Policy, Public Policy, Public Finance, Municipal Bonds, Project Finance, Bonds, Loans, Banking, Credit Scoring, Lines Of Credit, Letters of Credit, Derivatives, Due Diligence, Financial Modeling, Asset Management, Capital Markets, Portfolio Management, Mortgage Lending, Investment Banking, Securities, Trading, Basel II, Structured Finance, Analysis, Treasury Management, Commercial Lending
Education
Harvard Kennedy School of Government 1990 — 1991
MPA, business & government
University of California, Berkeley 1974 — 1978
BA, Economics
NYU Stern School of Business July 2015 - Present
Ampere February 2012 - Present
New York University July 2013 - Present
Davis Polk & Wardwell LLP October 2009 - February 2012
Davis Polk & Wardwell June 2008 - August 2008
Federal Public Defender January 2008 - June 2008
Faegre & Benson LLP May 2007 - August 2007
Minnesota Urban Debate League September 2003 - June 2006
Wells Fargo Bank May 2005 - August 2005
Skills
Legal Writing, Corporate Law, Securities, Corporate Governance, Securities Regulation, Private Equity, Joint Ventures, Mergers, Due Diligence, Corporate Finance, Mandarin, Capital Markets, Entrepreneurship, Fashion, Lingerie, Technology, Mergers & Acquisitions, Strategy, Legal Research, Management, Leadership
Education
Harvard Law School 2006 — 2009
JD, Law
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance, summa cum laude
University of Minnesota-Twin Cities 2002 — 2006
BA, Political Science, summa cum laude
CityLift Parking, LLC February 2015 - Present
Signature Trade Group December 2014 - Present
Starwood Waypoint Residential Trust January 2014 - October 2014
Waypoint Homes August 2011 - October 2014
Hercules Technology Growth Capital January 2010 - August 2011
United Commercial Bank March 2009 - December 2009
Wells Fargo Bank October 1997 - June 2008
Wells Fargo - HCFG 2001 - 2008
Wells Fargo & Co. 1997 - 2008
Wells Fargo Consumer Credit Group 1997 - 2008
Skills
Start-ups, Product Management, Mergers, Venture Capital, Corporate Development, Strategic Partnerships, Entrepreneurship, Strategy, Mergers & Acquisitions, Executive Management, P&L Management, Leadership, Strategic Planning, Business Development, Financial Analysis, Valuation, Management, Management Consulting, Product Marketing, Hedge Funds, Market Research, Investments, Acquisition Integration, Financial Modeling, Business Strategy, Portfolio Management, Private Equity, Marketing Strategy, SaaS, Financial Services, Analytics, Due Diligence, Cross-functional Team..., Investment Banking, Change Management, E-commerce, Market Analysis, Strategic Consulting, Risk Management, Finance, Residential Homes, Operations Management, Business Planning, Product Development, Asset Management, Marketing, Business Process..., Sales, Consulting, Acquisitions
Education
Harvard Business School 1989 — 1991
MBA, General Management
Stanford University 1983 — 1987
AB, International Relations
Waseda University 1985 — 1986
Japanese Studies
DMSK Enterprises SecretaryHBS Club of Michigan2009 - 2015
Pacific Telesis Group September 1986 - December 1989
Wells Fargo Bank February 1985 - September 1986
Crocker Mortgage Company March 1984 - January 1985
Skills
Strategy, Management, Business Development, Business Strategy, Product Management, Entrepreneurship, Strategic Partnerships, Telecommunications, Start-ups
Education
Harvard Business School 1978 — 1980
MBA, General Mgmt.
Vassar College 1973 — 1977
BA, History
Silicon Valley Bank March 2015 - Present
Silicon Valley Bank April 2013 - March 2015
Wells Fargo 2009 - 2013
Wells Fargo Bank 2006 - 2009
Independant Consultant 2002 - 2006
Prudential Financial 1998 - 2002
Minnesota Board of Medical Practice 1994 - 1998
Skills
Data Modeling, SQL, Visio, Oracle, Databases, Data Mining, Process Improvement, Business Process, Business Objects, Microsoft SQL Server, Data Warehousing, Analytics, Business Analysis, Requirements Gathering, Business Intelligence
Education
Metropolitan State University 2011 — 2013
Master of Business Administration (MBA)
Metropolitan State University 2004 — 2008
Bachelor of Science (B.S.), Accounting
Hamline University 1993 — 1997
Business Management
Bank of America May 2011 - Present
Wells Fargo Bank June 2010 - May 2011
Franklin Templeton Investments August 2009 - June 2010
GATX Corporation, Specialty Finance September 2001 - February 2009
Financial Operations Consulting October 1993 - September 2001
Aetna Life & Casualty January 1991 - January 1993
KPMG Peat Marwick January 1988 - January 1991
Skills
Sarbanes-Oxley Act, Business Process, Forecasting, Financial Reporting, Financial Modeling, Accounting, Finance, Analysis, Due Diligence, Internal Controls, Management, Process Improvement, Auditing, SEC filings, Portfolio Management, Banking, Leadership, Financial Analysis, Financial Services, Project Management, SAP, ERP, Corporate Finance, Budgets, Financial Accounting, Enterprise Software, Financial Statements, Business Analysis
Education
Hartwick College 1984 — 1987
BA, Management, Accounting
Wells Fargo Bank April 2007 - Present
Wells Fargo Wealth Management Services April 2007 - Present
Wells Fargo Wealth Management Services May 2005 - April 2007
Wells Fargo Bank March 2004 - May 2005
Education
Hamline University 1999 — 2002
Bachelor of Arts, Business Management, Economics
Hamline University St
Bachelor of Arts, Business Management
Wells Fargo Bank Store ManagerWells FargoAugust 2004 - Present
Education
Hamline University 2007 — 2009
MBA, MBA in finance
Huntington National Bank February 2014 - Present
Zions Bancorporation 2013 - 2014
Fifth Third Bank 2009 - 2013
Chase 2006 - 2009
First Bank 2005 - 2006
Bank of America 2003 - 2005
Quest Mortgage Company 1998 - 2004
Wells Fargo Bank 1999 - 2002
Bank of America 1984 - 1998
Bank of America formally Barnett Bank 1984 - 1998
Skills
Commercial Banking, Credit, Asset Management, Mortgage Banking, Small Business, Sales Management, Business Strategy, Team Building, Process Management, Operations, Retail Banking, Strategic Planning, Start-up Operations, Small Business Banking, SBA 7A/504 Lending, Indirect Auto Lending, Floor Plan, Risk and Scorecard..., SBA Lending, Loans, Mortgage Lending, SBA, Commercial Lending, Credit Risk, Banking, Financial Risk, Sales, Coaching, Credit Analysis, Credit Cards, Executive Management, Finance, Financial Analysis, Financial Services, Loan Origination, Management, Portfolio Management, Risk Management, Start-ups, Strategy, Underwriting, Small Business Lending, Consumer Lending, Leadership, Lines Of Credit, Business Development
Education
Harvard Business School 2001 — 2001
Visa Executive Management School, Bankcard Merchant Administration
Oklahoma State University 1997 — 1998
Banking School, Credit Management
Trinity University 1976 — 1980
B.S. Studied Business Administration
Indiana University East 1974 — 1976
Studied Mechanical Engineering
Wells fargo bank May 2009 - Present
Homeq Servicing 2006 - 2009
verizon wireless 2003 - 2008
SBC of Califonia 2003 - 2004
Education
Heald College 1998 — 2001
A.A.S, Electronics
Luther Burbank High School 1994 — 1998
Diploma, General Education
Phyllis Wheatley Community Center April 2012 - Present
Bundles of Love Charity January 2012 - Present
Wells Fargo Community Funding Council January 2011 - Present
Kaposia Retirement Services January 2007 - Present
William Mitchell College of Law January 2006 - Present
A-Wish Foundation of Minnesota January 2006 - Present
Cherished Creations, LLC and Close To My Heart May 2005 - Present
Wells Fargo Bank October 2004 - Present
Hamline University 2009 - 2010
Presbyterian Homes of December 2006 - December 2008
Skills
Customer Service, Marketing, Fundraising, Training, Non-profits, Teamwork, Nonprofits, Leadership, Research
Education
Hamline University 2009 — 2014
MNM/MBA, Master of Nonprofit Management
University of Phoenix 2006 — 2008
Bachelor, Business Administration
EFI October 2004 - May 2009
ACT - 1 February 2004 - October 2004
Bill Correctors, Inc August 2002 - August 2003
Wells Fargo Bank January 1978 - January 2002
Skills
Documentation, Budgeting, ICD-9, CPT, Review of EOB, EMR Systems, Follow Up on Insurance..., Recovering Funds, Accounts Payable, ICD-10, Microsoft Office, Accounts Receivable, Analysis, Spreadsheets, Access, Project Management, Accounting, Process Improvement, Time Management, Microsoft Excel, Invoicing, Outlook, Administration, EMR, Budgets, Data Entry, Software Documentation, Telephone Skills
Education
Heald College 2010 — 2012
Associate of Applied Science, Medical Insurance Billing and Coding
Heald College of San Francisco 2010 — 2012
Associate of Applied Science, Medical Insurance Specialist/Medical Biller
Sempra Energy October 1994 - March 2015
San Diego Gas & Electric October 1994 - March 2015
Wells Fargo Bank May 1993 - October 1994
Times Mirror Cable Television April 1990 - May 1993
Bunzl Foodservice USA January 1988 - April 1990
Ford Aerospace February 1986 - January 1988
Burlinton Air Express September 1984 - February 1986
AVCO Financial Services October 1983 - September 1984
Kraft Foods Inc. September 1977 - July 1983
Skills
Mainframe, Troubleshooting, Business Process..., Disaster Recovery, Data Center, Program Management, Change Management, Networking, IT Strategy, Technical Support, Project Management, IT Service Management, Integration, IT Management, Hardware, Linux
Education
Harper College 1976 — 1978
Hotel & Resturant Management
Glenbrook South HS 1971 — 1975
Special Counsel / Randstad US June 2015 - July 2015
Kathleen M. Newman + Associates, P.A. (Robert Half Placement) May 2015 - May 2015
Legal Delta, LLC January 2011 - April 2015
The Community Builders, Inc. October 2005 - May 2007
BearingPoint September 2004 - October 2005
Wells Fargo Bank January 2000 - June 2002
Skills
Family Law, Mediation, Litigation, Courts, LLC, Civil Litigation, Legal Writing, Negotiation, Financial Reporting, Finance, Financial Analysis
Education
Hamline University School of Law 2007 — 2009
J.D., Law
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance
University of Minnesota-Twin Cities 1997 — 2000
BS, Finance/Literature
Dstillery July 2013 - Present
DropTone Studio November 2012 - March 2013
State Farm Insurance January 2010 - August 2011
Wells Fargo Bank July 2007 - January 2010
Madden's on Gull Lake May 2004 - August 2006
Skills
International Business, Market Research, Financial Analysis, Business Planning, Business Strategy, Strategy, Corporate Finance, Competitive Analysis, Management Consulting, Strategic Planning, Marketing Strategy, Business Development, Marketing, CRM, Management
Education
Hult International Business School 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration
Hamline University 2003 — 2007
Bachelor of Arts (B.A.), International Business
Washington Mutual Bank August 2005 - September 2007
Washington Mutual Bank August 2005 - September 2007
Wells Fargo Bank January 2003 - September 2005
Education
Marquette University 2009 — 2015
Bachelor of Applied Science (BASc), Theoretical and Mathematical Physics, 3.0 Average
Harper College 2008 — 2009
Harper College
Aetna November 2012 - Present
Kelly IT Resources July 2010 - November 2012
Wells Fargo Bank February 2010 - July 2010
Health Net Inc 2005 - January 2010
Mobile Interactive System 2003 - 2005
Spherion Technology Service, Canada 2003 - 2003
Mitel Networks Corporation 2000 - 2001
Skills
PL/SQL, Oracle, Java, Software Development, Microsoft SQL Server, Java Enterprise Edition, JSP, SDLC, MySQL, Hibernate, Web Applications, SOA, Eclipse, Struts, AJAX
Education
Harbin Institute of Technology
Master, Computer Science
Wells Fargo Bank September 2000 - Present
Wells Fargo Financial 2000 - 2007
Skills
ETL, Data Warehousing, SSIS, SQL Tuning, SSRS, RMAN, Data Modeling, T-SQL, Oracle RAC, DB2, Microsoft SQL Server, Sybase, Analysis Services, Autosys, Business Analysis, DTS, Data Architecture, Data Guard, Data Integration, Data Migration, Data Warehouse..., Database Administration, Database Design, Databases, Disaster Recovery, Erwin, High Availability, Informatica, OLAP, Oracle, PL/SQL, Performance Tuning, Relational Databases, Replication, SQL, Shell Scripting, Software Development, Software Project..., Stored Procedures, Toad, Unix, Unix Shell Scripting, Visio
Education
Southeastern University 2004 — 2006
Master's of Science, Information Technology
Hampton University 1994 — 1998
Bachelor of Science, Computer Information Systems
Wells Fargo September 2012 - Present
Wells Fargo Bank June 2005 - September 2012
Skills
Credit
Education
Hamline University 2000 — 2004
BS, International Managerment/Spanish Minor
Carleon Capital Partners January 2011 - Present
Angelo, Gordon Advisors, LLC March 2004 - January 2011
Discovery Capital Management 2002 - March 2004
InvestorForce 2000 - 2002
Wells Fargo Bank 1998 - 2000
Oliver, Wyman & Company 1992 - 1996
Education
Harvard Business School 1997 — 1998
MBA
University of Pennsylvania - The Wharton School 1988 — 1992
BSE
Ernst & Young LLP January 1997 - Present
Ernst & Young October 1997 - May 2010
Wells Fargo Bank January 1995 - January 1997
Jeanie Sousa January 1993 - January 1995
Education
Heald Business College
Associate of Applied Science, Business Concentration
Heald College
AA, Business
MetLife July 2012 - Present
MetLife April 2006 - July 2012
Great-West Retirement Services May 2000 - April 2006
Wells Fargo Bank January 1998 - May 2000
Skills
Requirements Analysis, Soft Skills, Account Management, Team Building, Vendor Management, Relationship Management, Employee Benefits, Strategic Planning, Performance Management, Process Improvement, Financial Services, Management, Business Strategy, Business Development, Team Leadership, Financial Analysis, Leadership
Education
Harvard University 1992 — 1996
Bachelor's, Psychology
HP Enterprise Services April 2013 - Present
Assurant October 2012 - March 2013
Wells Fargo Bank June 1999 - May 2011
Skills
Supply Chain Consulting, Strategic Sourcing, Technology Transactions, Contract Negotiation, Software Licensing, Technology Contracts, Deal Analysis, Deal Structuring, Deal Management, Sourcing & Procurement, Services Agreements, Development Agreements, Software Asset..., Management, Information Technology, Strategy, Negotiation, Process Improvement, Analysis, Mergers & Acquisitions, Service Level Agreements, Business Intelligence
Education
Hamline University School of Law 1988 — 1992
Juris Doctorate received
Western State College of Colorado 1974 — 1977
Bachelor of Arts received, Physical Education major, Psychology minor
Wells Fargo Bank December 2006 - Present
Wells Fargo Bank February 2004 - December 2006
Styles For Less, Inc. July 2002 - February 2004
Education
Heald College 2001 — 2003
AA, business software application
Wells Fargo Bank February 2010 - Present
Wells Fargo Bank June 2009 - February 2010
Wachovia, A Wells Fargo Company April 2006 - June 2009
David's Bridal October 1997 - June 1998
Education
ABA National Compliance School 2010 — 2010
Certification, Lending Module
Hampton University 1993 — 1997
Bachelor of Science, Business Management
Wells Fargo Bank Branch ManagerWells Fargo FinancialOctober 1998 - November 2010
Wells Fargo Financial 1998 - 2010
Skills
Credit, Mortgage Lending, Mortgage Banking, Consumer Lending, Loans, Commercial Lending, Loan Origination, Lines Of Credit, Small Business Lending
Education
Hamline University 1991 — 1995
Business Mangagement, Economics
Standard Insurance Company May 2002 - Present
Northwestern Mutual August 2000 - May 2002
Wells Fargo Bank October 1997 - August 2000
Education
Portland State University 1997 — 2000
Bachelor of Science, Finance
Hawaii Pacific University 1995 — 1997
Wells Fargo Bank Commercial Strategies AnalystWachovia BankJune 2004 - December 2006
Education
Hampden-Sydney College 2000 — 2004
BS, Economics
Hampden-Sydney College 2000 — 2004
BS, Economics
Hampden-Sydney College 2000 — 2004
J.P. Morgan June 2012 - Present
Wells Fargo Bank June 2008 - June 2012
Skills
Financial Modeling, Series 7, Financial Analysis, Capital Markets, Valuation, Fixed Income, Bloomberg, Series 63
Education
Harvard College 2004 — 2008
AB, Economics
Wells Fargo Bank December 2007 - Present
State Farm Insurance July 2005 - November 2007
Heritage Christian School February 2000 - June 2005
Skills
Administrative Support, Clerical Duties, Telephone Skills, Fax, Customer Service, Confidentiality, Spreadsheets, Outlook, Calendars, Typing, Copying, Administrative Duties, Supplies, Microsoft Office, Word, Excel, General Office Duties, Invoicing, Insurance, Courteous, Business Meetings, Errands
Education
Harding University 1971 — 1973
B.A.., Social Work
Crowley's Ridge College 1969 — 1970
Associate of Arts
Wells Fargo Bank February 2005 - Present
Office of the Comptroller of the Currency July 1998 - February 2005
Pinnacle Bancorp July 1996 - July 1998
Office of the Comptroller of the Currency June 1987 - July 1996
Skills
Banking, Enterprise Risk..., Credit Risk, Operational Risk, Regulatory Requirements, Credit Analysis, Financial Institutions, Structured Finance, Securities, Retail Banking, Consumer Lending, Investment Banking, Valuation, Alternative Investments, Leasing, Asset Backed Lending, Credit Underwriting, Project Management, Compliance, Financial Services, Due Diligence, Credit, Management, Portfolio Management, Risk Management, Leadership
Education
Hastings College 1983 — 1987
Bachelor of Arts (BA), Business Administration - Finance, Economics
Loveland High School
Loveland High School
Loveland High School
Wells Fargo Bank January 1993 - Present
Education
The University of Montana 1981 — 1983
Master of Business Administration (MBA), Finance, General
Harvard University 1974 — 1978
Bachelor of Science (B.S.), Economics
Non-profits Work ExperienceCivic EngagementAugust 1984 - Present
San Francisco State University (SFSU) January 1994 - June 1997
Wells Fargo Bank January 1989 - January 1994
CIBC January 1987 - January 1989
Manufacturers Hanover Trust July 1983 - January 1987
MetLife August 1980 - July 1982
Skills
Fundraising, Event Planning, Nonprofits, Public Speaking, Community Outreach, Editing, Volunteer Management, Computer Proficiency, Organizational Structure, Organized self-starter, Landscaping and..., Communication, Recruiting, Career Development, Career Counseling, Career Assessment, Business Strategy, Capital Campaigns, Endowments, College Recruiting, college consulting
Education
Harvard University
Master's degree, Organizational Behavior Studies
Hartwick College 1976 — 1980
Bachelor's degree, Sociology and Spanish Literature
Wells Fargo Bank 1984 - 2012
Skills
Analysis, Training, Strong analytical &..., Ability to adjust to..., Strong understanding of..., Exceptional Customer..., Banking, CRM, Credit, Customer Service, Investments, Financial Analysis, Team Building, Business Strategy, Human Resources, Research, Risk Management, Coaching
Education
The George Washington University 2007 — 2009
Master of Arts (M.A.), Education & Human Development
Hampton University 2005 — 2007
Bachelor's of Science, System Organization & Human Resources
Wells Fargo Bank July 2006 - Present
Wells Fargo 2006 - Present
Wachovia Bank March 1983 - April 2006
Skills
Commercial real estate..., Loans, Real Estate Development, Commercial Lending, Commercial Mortgages, Commercial Real Estate
Education
Hampden-Sydney College 1977 — 1981
Bachelor's degree, Political Science and Government