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.
Wells Fargo Bank Salaries. You can even request information on how much does Wells Fargo Bank pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Bank directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Employee
Years
Job
Industry
Carin Nguyen Carin Nguyen's Wells Fargo Bank Experience April 1999 - November 2001
Job Team Lead of The Carin Nguyen Team at Keller Williams Realty Phoenix
Industry Real Estate
Experience
The Carin Nguyen Team May 2013 - Present
REALAZTATE June 2010 - December 2014
DPR Realty, LLC November 2003 - June 2010
Choice One Mortgage January 2003 - June 2004
Allied Home Mortgage November 2001 - December 2002
Wells Fargo Bank April 1999 - November 2001
Skills
REO, Residential Homes, Short Sales, Foreclosures, First Time Home Buyers, Investors, Investment Properties, Real Estate, Sellers, Single Family Homes, New Home Sales, Listings, Relocation, HUD, Buyer Representation, Referrals, Condos, Real Estate Transactions, FHA, Selling, ABR, Vacation Homes, Resellers, Seniors, Property, Sales, Real Estate Investor, Townhomes, Move Up Buyers, SFR, Buyers, Seller Representation, Real Estate Financing, Waterfront, Real Property, Marketing, Listing Homes, New Homes, 1031 Exchanges, Income Properties, National Association of..., Loans, Real Estate Development, Luxury, Property Management, Real Estate License, Commercial Real Estate, Rentals, Relocation Buyers, Land Acquisition
Education
Phoenix College 1996 — 1999
AS, General Business, Marketing, Management
The Carin Nguyen Team May 2013 - Present
REALAZTATE June 2010 - December 2014
DPR Realty, LLC November 2003 - June 2010
Choice One Mortgage January 2003 - June 2004
Allied Home Mortgage November 2001 - December 2002
Wells Fargo Bank April 1999 - November 2001
Skills
REO, Residential Homes, Short Sales, Foreclosures, First Time Home Buyers, Investors, Investment Properties, Real Estate, Sellers, Single Family Homes, New Home Sales, Listings, Relocation, HUD, Buyer Representation, Referrals, Condos, Real Estate Transactions, FHA, Selling, ABR, Vacation Homes, Resellers, Seniors, Property, Sales, Real Estate Investor, Townhomes, Move Up Buyers, SFR, Buyers, Seller Representation, Real Estate Financing, Waterfront, Real Property, Marketing, Listing Homes, New Homes, 1031 Exchanges, Income Properties, National Association of..., Loans, Real Estate Development, Luxury, Property Management, Real Estate License, Commercial Real Estate, Rentals, Relocation Buyers, Land Acquisition
Education
Phoenix College 1996 — 1999
AS, General Business, Marketing, Management
Sheri Boulton Sheri Boulton's Wells Fargo Bank Experience 2003 - May 2012
Job Director of Marketing at Sunflower Management
Industry Marketing and Advertising
Experience
Sunflower Management August 2014 - Present
Cobalt Mortgage May 2012 - August 2014
Wells Fargo Bank 2003 - May 2012
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Loan Origination, VA
Education
Pikes Peak Community College
business/medical
Sunflower Management August 2014 - Present
Cobalt Mortgage May 2012 - August 2014
Wells Fargo Bank 2003 - May 2012
Skills
Mortgage Lending, Refinance, FHA, Mortgage Banking, Loan Origination, VA
Education
Pikes Peak Community College
business/medical
Spencer R. Foosherian Spencer R. Foosherian's Wells Fargo Bank Experience October 2006 - April 2009
Job Director of Marketing/Operations at Glop & Glam Hair Products
Industry Entertainment
Experience
Glop & Glam Hair Products April 2013 - Present
Sony Pictures Entertainment June 2012 - 2014
Glop & Glam Hair Products April 2009 - June 2012
Wells Fargo Bank October 2006 - April 2009
9th Sphere Media February 2005 - April 2009
Wells Fargo 2006 - 2009
GBMI January 2004 - August 2005
Skills
Financial Analysis, Financial Modeling, Firm Valuation, DCF, SPSS, Database Management, Data Analysis, Real Options, Forecasting, Small Business..., Strategy Development, Business Strategy, Marketing Strategy, MBA, MBA Finance, Social Media Marketing, Marketing Communications, Graphic Design, New Business Development, Business Development, Valuation, Brand Management, CRM, Management, Market Analysis, Budgets, Social Media, Strategy, Database Admin, Options
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
MBA, Marketing, Finance, Social, Ethical & Environmental Responsibility
University of California, Santa Barbara 2002 — 2004
Bachelor of Arts, Business/Economics, Math
San Marcos High School 1994 — 1998
Glop & Glam Hair Products April 2013 - Present
Sony Pictures Entertainment June 2012 - 2014
Glop & Glam Hair Products April 2009 - June 2012
Wells Fargo Bank October 2006 - April 2009
9th Sphere Media February 2005 - April 2009
Wells Fargo 2006 - 2009
GBMI January 2004 - August 2005
Skills
Financial Analysis, Financial Modeling, Firm Valuation, DCF, SPSS, Database Management, Data Analysis, Real Options, Forecasting, Small Business..., Strategy Development, Business Strategy, Marketing Strategy, MBA, MBA Finance, Social Media Marketing, Marketing Communications, Graphic Design, New Business Development, Business Development, Valuation, Brand Management, CRM, Management, Market Analysis, Budgets, Social Media, Strategy, Database Admin, Options
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
MBA, Marketing, Finance, Social, Ethical & Environmental Responsibility
University of California, Santa Barbara 2002 — 2004
Bachelor of Arts, Business/Economics, Math
San Marcos High School 1994 — 1998
A. Jay Meyerson A. Jay Meyerson's Wells Fargo Bank Experience 1975 - 1987
Job Director, Ally Bank Board of Directors
Industry Financial Services
Experience
Ally Bank March 2013 - Present
A. Jay Meyerson Consulting June 2008 - Present
GMAC August 2007 - April 2008
Accredited Home Lenders (NASDAQ LEND) October 2006 - October 2007
Aames Investment Corp (NYSE AIC) October 1999 - April 2007
KeyCorp December 1990 - October 1999
Society National Bank 1987 - 1990
Wells Fargo Bank 1975 - 1987
wells fargo Bank 1975 - 1987
Skills
Mergers, Strategy, Financial Services, Loans, Management, Marketing Strategy, Credit, Management Consulting, Finance, Portfolio Management, Leadership, Business Strategy, Executive Management, Key Performance..., Mergers & Acquisitions, CRM, Product Management, Banking, Performance Improvement, Performance Management, Mortgage Lending, Private Equity, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business & Management
University of Maryland College Park
Ally Bank March 2013 - Present
A. Jay Meyerson Consulting June 2008 - Present
GMAC August 2007 - April 2008
Accredited Home Lenders (NASDAQ LEND) October 2006 - October 2007
Aames Investment Corp (NYSE AIC) October 1999 - April 2007
KeyCorp December 1990 - October 1999
Society National Bank 1987 - 1990
Wells Fargo Bank 1975 - 1987
wells fargo Bank 1975 - 1987
Skills
Mergers, Strategy, Financial Services, Loans, Management, Marketing Strategy, Credit, Management Consulting, Finance, Portfolio Management, Leadership, Business Strategy, Executive Management, Key Performance..., Mergers & Acquisitions, CRM, Product Management, Banking, Performance Improvement, Performance Management, Mortgage Lending, Private Equity, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business & Management
University of Maryland College Park
Betty R. Uribe, Ed.D. Betty R. Uribe, Ed.D.'s Wells Fargo Bank Experience 1988 - 2007
Job Executive Vice President, California Bank & Trust
Industry Financial Services
Experience
California Bank & Trust September 2011 - Present
Comerica Bank May 2007 - April 2011
Wells Fargo Bank 1988 - 2007
Skills
Finance, Coaching, Business Development, Small Business, Portfolio Management, Small Business Lending, Sales, Customer Insight, Underwriting, Retail Banking, Process Improvement, Financial Services, Credit Analysis, Investments, Consumer Lending, Loans, Analysis, Risk Management, Management, Relationship Management, Credit, Business Planning, Strategic Planning, Executive Management, Entrepreneurship, Banking, Mergers & Acquisitions, Customer Service, Commercial Banking, Financial Analysis, Commercial Lending, Treasury Management, Leadership, Asset Based Lending, Mortgage Lending, Lines Of Credit, Leadership Development, Organizational..., Public Speaking, Training, Motivational Speaking, Sales Management
Education
Pepperdine University 2009 — 2012
Doctorate, Organizational Leadership, School of Education & Psychology. Honors Graduate, Organizational Leadership
University of Virginia 2001 — 2003
Banking, Bank CEO's approach to M&A & Profit Generation
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance & Strategy
San Diego State University-California State University 1986 — 1988
Bachelor of Arts, Psychology Major, Business Minor
California Bank & Trust September 2011 - Present
Comerica Bank May 2007 - April 2011
Wells Fargo Bank 1988 - 2007
Skills
Finance, Coaching, Business Development, Small Business, Portfolio Management, Small Business Lending, Sales, Customer Insight, Underwriting, Retail Banking, Process Improvement, Financial Services, Credit Analysis, Investments, Consumer Lending, Loans, Analysis, Risk Management, Management, Relationship Management, Credit, Business Planning, Strategic Planning, Executive Management, Entrepreneurship, Banking, Mergers & Acquisitions, Customer Service, Commercial Banking, Financial Analysis, Commercial Lending, Treasury Management, Leadership, Asset Based Lending, Mortgage Lending, Lines Of Credit, Leadership Development, Organizational..., Public Speaking, Training, Motivational Speaking, Sales Management
Education
Pepperdine University 2009 — 2012
Doctorate, Organizational Leadership, School of Education & Psychology. Honors Graduate, Organizational Leadership
University of Virginia 2001 — 2003
Banking, Bank CEO's approach to M&A & Profit Generation
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance & Strategy
San Diego State University-California State University 1986 — 1988
Bachelor of Arts, Psychology Major, Business Minor
Jeff Barra Jeff Barra's Wells Fargo Bank Experience January 2008 - September 2010
Job Financial Services Professional • Helping Individuals, Families & Business Owners to Create, Build & Preserve Wealth
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company August 2014 - Present
Ernest J. Jones Associates, Inc. October 2013 - August 2014
Vanguard July 2013 - September 2013
Alliance Bank of Arizona September 2010 - July 2013
Wells Fargo Bank January 2008 - September 2010
Skills
Sales, Relationship Management, Retirement, Life Insurance, Estate Planning, Retirement Planning, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Fixed Annuities, Grandchild Gifting, Income Protection, Key Person Protection, Life Insurance..., Lifetime Income..., Long-Term Care Insurance, Multi-Generational..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement Income..., Succession Planning, Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Building Relationships, Business Development, Business Networking, Marketing, New Business Development, Public Speaking, Social Media Marketing, Strategic Planning, Time Management
Education
Phoenix Seminary 2011 — 2013
Graduate Diploma, Biblical Studies
Arizona State University 2005 — 2010
Bachelor of Arts (BA), History
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company August 2014 - Present
Ernest J. Jones Associates, Inc. October 2013 - August 2014
Vanguard July 2013 - September 2013
Alliance Bank of Arizona September 2010 - July 2013
Wells Fargo Bank January 2008 - September 2010
Skills
Sales, Relationship Management, Retirement, Life Insurance, Estate Planning, Retirement Planning, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Fixed Annuities, Grandchild Gifting, Income Protection, Key Person Protection, Life Insurance..., Lifetime Income..., Long-Term Care Insurance, Multi-Generational..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement Income..., Succession Planning, Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Building Relationships, Business Development, Business Networking, Marketing, New Business Development, Public Speaking, Social Media Marketing, Strategic Planning, Time Management
Education
Phoenix Seminary 2011 — 2013
Graduate Diploma, Biblical Studies
Arizona State University 2005 — 2010
Bachelor of Arts (BA), History
Raashaar Williams Raashaar Williams's Wells Fargo Bank Experience December 2012 - May 2013
Job Consumer Loan underwriter III at Wells Fargo Bank
Industry Facilities Services
Experience
Bank of America May 2013 - Present
Wells Fargo Bank December 2012 - May 2013
Bank of America February 2011 - December 2012
Tax Resolution Services July 2010 - February 2011
Bank of America January 2010 - July 2010
Thoreau Services November 2007 - December 2009
Key Lending June 2006 - September 2007
Health Net June 1997 - September 2002
Skills
I pride myself on being..., Highly Organized &..., Mortgage Underwriting, Analysis, Account Management, Credit, Customer Service, FHA, Due Diligence, Foreclosures, Invoicing, Loan Origination, Loans, Loss Mitigation, Management, Mortgage Banking, Mortgage Lending, Residential Mortgages, Retail, Store Management, Time Management, Underwriting, Real Estate, Team Building, Microsoft Office, Banking, Leadership, Negotiation, Training
Education
Pierce College 1991 — 1993
Communications
Bank of America May 2013 - Present
Wells Fargo Bank December 2012 - May 2013
Bank of America February 2011 - December 2012
Tax Resolution Services July 2010 - February 2011
Bank of America January 2010 - July 2010
Thoreau Services November 2007 - December 2009
Key Lending June 2006 - September 2007
Health Net June 1997 - September 2002
Skills
I pride myself on being..., Highly Organized &..., Mortgage Underwriting, Analysis, Account Management, Credit, Customer Service, FHA, Due Diligence, Foreclosures, Invoicing, Loan Origination, Loans, Loss Mitigation, Management, Mortgage Banking, Mortgage Lending, Residential Mortgages, Retail, Store Management, Time Management, Underwriting, Real Estate, Team Building, Microsoft Office, Banking, Leadership, Negotiation, Training
Education
Pierce College 1991 — 1993
Communications
Givonni Madril Givonni Madril's Wells Fargo Bank Experience November 2004 - June 2005
Job Project Planner Lead
Industry Renewables & Environment
Experience
Sunrun March 2015 - Present
Sunrun May 2014 - March 2015
City of Phoenix September 2012 - May 2014
Robert Half International November 2011 - April 2012
CRS Temporary Housing July 2005 - October 2011
Wells Fargo Bank November 2004 - June 2005
Servisair March 2003 - September 2004
Discover Financial Services April 2000 - March 2001
Skills
Payroll, Recruiting, Interviews, Customer Service, Outlook, Sales Management, Onboarding, Microsoft Excel, Sales, Salesforce.com, Temporary Placement, Temporary Staffing, Negotiation, Resume Writing, Employee Training, Cold Calling, Process Scheduler, Screening Resumes, Sourcing, Management
Education
Phoenix College 1999 — 2001
Business/Commerce, General
Westview High School 1997 — 1999
St. Marys Highschool 1995 — 1997
Sunrun March 2015 - Present
Sunrun May 2014 - March 2015
City of Phoenix September 2012 - May 2014
Robert Half International November 2011 - April 2012
CRS Temporary Housing July 2005 - October 2011
Wells Fargo Bank November 2004 - June 2005
Servisair March 2003 - September 2004
Discover Financial Services April 2000 - March 2001
Skills
Payroll, Recruiting, Interviews, Customer Service, Outlook, Sales Management, Onboarding, Microsoft Excel, Sales, Salesforce.com, Temporary Placement, Temporary Staffing, Negotiation, Resume Writing, Employee Training, Cold Calling, Process Scheduler, Screening Resumes, Sourcing, Management
Education
Phoenix College 1999 — 2001
Business/Commerce, General
Westview High School 1997 — 1999
St. Marys Highschool 1995 — 1997
Melissa Romero Melissa Romero's Wells Fargo Bank Experience 1999 - 2001
Job Loan Operations Manager, SSGB Financial Services
Industry Financial Services
Experience
BANK'34 September 2012 - Present
The Biltmore Bank of Arizona June 2007 - August 2012
The Biltmore Bank of Arizona June 2007 - August 2012
1st National Bank of Arizona 2003 - 2006
National Bank of Arizona 2001 - 2003
Wells Fargo Bank 1999 - 2001
Skills
Loans, Retail Banking, Project Management, Process Improvement, Merchant Services, Project Accounting, Commercial Lending, Banking, Credit Analysis, Credit, Underwriting, Commercial Banking, Small Business Lending, Mortgage Lending, Portfolio Management, Construction Loans, Commercial Mortgages, Loan Servicing, SBA, Asset Based Lending, Home Equity Loans, Commercial Real Estate, Real Estate, Loan Origination, Finance, Financial Services, Consumer Lending, Credit Risk, Lines Of Credit, Mortgage Banking
Education
Villanova University 2012 — 2012
Six Sigma Green Belt - Financial Services
Western International University 2005 — 2009
Bachelors, Business / International Business
Phoenix College 2001 — 2003
Business
BANK'34 September 2012 - Present
The Biltmore Bank of Arizona June 2007 - August 2012
The Biltmore Bank of Arizona June 2007 - August 2012
1st National Bank of Arizona 2003 - 2006
National Bank of Arizona 2001 - 2003
Wells Fargo Bank 1999 - 2001
Skills
Loans, Retail Banking, Project Management, Process Improvement, Merchant Services, Project Accounting, Commercial Lending, Banking, Credit Analysis, Credit, Underwriting, Commercial Banking, Small Business Lending, Mortgage Lending, Portfolio Management, Construction Loans, Commercial Mortgages, Loan Servicing, SBA, Asset Based Lending, Home Equity Loans, Commercial Real Estate, Real Estate, Loan Origination, Finance, Financial Services, Consumer Lending, Credit Risk, Lines Of Credit, Mortgage Banking
Education
Villanova University 2012 — 2012
Six Sigma Green Belt - Financial Services
Western International University 2005 — 2009
Bachelors, Business / International Business
Phoenix College 2001 — 2003
Business
Tommy Le Tommy Le's Wells Fargo Bank Experience August 1996 - October 2003
Job First Vice President and Business Development Manager Specialized in Commercial Loans Over $1MM.
Industry Banking
Experience
First Choice Bank in California 2014 - Present
Union Bank January 2013 - September 2014
Union Bank December 2011 - December 2012
Wells Fargo October 2003 - November 2011
Wells Fargo Bank August 1996 - October 2003
Bank of America October 1994 - August 1996
Skills
CRM, Cross Selling, Strategic Financial..., Sales Management, Credit, Management, Team Building, Banking, Financial Services, Commercial Banking, Loans, Program Management, Small Business Lending, Leadership, Risk Management, Team Leadership, Relationship Management, Mortgage Lending, Training, Commercial Lending, Budgets, Sales, Investments, Retail Banking, Wealth Management, Strategic Planning
Education
University of California, Irvine 2003 — 2005
Certificate of Completion, Professional Financial Planning
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2000
MBA, Finance
Oxford University 1998 — 1998
Certificate of Completion, Global Business Management
University of California, Riverside 1992 — 1996
BS, Business Administration
Los Amigos High School 1988 — 1992
Diploma
First Choice Bank in California 2014 - Present
Union Bank January 2013 - September 2014
Union Bank December 2011 - December 2012
Wells Fargo October 2003 - November 2011
Wells Fargo Bank August 1996 - October 2003
Bank of America October 1994 - August 1996
Skills
CRM, Cross Selling, Strategic Financial..., Sales Management, Credit, Management, Team Building, Banking, Financial Services, Commercial Banking, Loans, Program Management, Small Business Lending, Leadership, Risk Management, Team Leadership, Relationship Management, Mortgage Lending, Training, Commercial Lending, Budgets, Sales, Investments, Retail Banking, Wealth Management, Strategic Planning
Education
University of California, Irvine 2003 — 2005
Certificate of Completion, Professional Financial Planning
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 2000
MBA, Finance
Oxford University 1998 — 1998
Certificate of Completion, Global Business Management
University of California, Riverside 1992 — 1996
BS, Business Administration
Los Amigos High School 1988 — 1992
Diploma
Shane Minnich's Wells Fargo Bank Experience December 2010 - February 2012
Job Assistant Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
Wells Fargo June 2012 - December 2012
M&T Bank February 2012 - June 2012
Wells Fargo Bank December 2010 - February 2012
Emblem Outfitters, Inc. December 2008 - December 2010
Ark Rentals, Inc. August 2001 - December 2010
Skills
Microsoft Office, Typing, Basic Accounting, Sales Management, Banking, Banking Operations, Small Business, Business Acquisition, Coaching, Leadership Development, Team Leadership, Management, Risk Management, Budgets, Performance Management, Financial Services, Retail Banking, Team Building, Series 6, Negotiation, Marketing, Decision Analysis, Credit, Leadership, Sales, Strategy, Loans, Finance, Cross Selling, Consumer Lending, Relationship Management, Lines Of Credit, Series 63, Branch Management, Customer Service, Commercial Lending, Mortgage Lending, Mortgage Banking, Loan Origination, Credit Analysis, Merchant Services, Branch Banking, Hiring, Employee Training, Refinance, Core Banking
Education
Wells Fargo - Lead The Team 2013 — 2013
Certification, Strength Finders
Wells Fargo - Leadership Training 2013 — 2013
Certification, Situational Leadership II
Wells Fargo - Sales Training 2010 — 2011
Training/ Certification, Financial, Banking, Operations
Penn State University 1996 — 1997
Course Study, Marketing
Blue Mountain High School 1991 — 1995
graduate, business
Wells Fargo December 2012 - Present
Wells Fargo June 2012 - December 2012
M&T Bank February 2012 - June 2012
Wells Fargo Bank December 2010 - February 2012
Emblem Outfitters, Inc. December 2008 - December 2010
Ark Rentals, Inc. August 2001 - December 2010
Skills
Microsoft Office, Typing, Basic Accounting, Sales Management, Banking, Banking Operations, Small Business, Business Acquisition, Coaching, Leadership Development, Team Leadership, Management, Risk Management, Budgets, Performance Management, Financial Services, Retail Banking, Team Building, Series 6, Negotiation, Marketing, Decision Analysis, Credit, Leadership, Sales, Strategy, Loans, Finance, Cross Selling, Consumer Lending, Relationship Management, Lines Of Credit, Series 63, Branch Management, Customer Service, Commercial Lending, Mortgage Lending, Mortgage Banking, Loan Origination, Credit Analysis, Merchant Services, Branch Banking, Hiring, Employee Training, Refinance, Core Banking
Education
Wells Fargo - Lead The Team 2013 — 2013
Certification, Strength Finders
Wells Fargo - Leadership Training 2013 — 2013
Certification, Situational Leadership II
Wells Fargo - Sales Training 2010 — 2011
Training/ Certification, Financial, Banking, Operations
Penn State University 1996 — 1997
Course Study, Marketing
Blue Mountain High School 1991 — 1995
graduate, business
James Bacon James Bacon's Wells Fargo Bank Experience June 1999 - July 2008
Job Chief Executive Officer at Class Economics
Industry Financial Services
Experience
Class Economics March 2011 - Present
Financial Services Marketing August 2008 - Present
Wells Fargo Bank June 1999 - July 2008
Leo Burnett June 1992 - June 1998
Skills
Banking, Relationship Management, Loans, Portfolio Management, Financial Services, Credit, Sales, Team Building, Investments, Wealth Management, Credit Cards, Finance, Credit Analysis, Mortgage Lending, Commercial Banking, Marketing, Management, Executive Management, Small Business, Leadership, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Strategy, Business Development, Retail Banking, Customer Acquisition, Risk Management, Cross Selling, Private Banking, Cash Management, Customer Retention, Analytics, Segmentation, Loan Origination, Competitive Analysis, Financial Structuring, Underwriting, Marketing Strategy, Strategic Planning, CRM, Business Strategy, Marketing Communications, Program Management, Brand Development, Market Research
Education
University of Pennsylvania - The Wharton School 2005 — 2006
Executive Education, Marketing & Finance
Pepperdine University 2002 — 2004
MBA, Business
University of San Diego 1985 — 1989
BA, International Relations
Class Economics March 2011 - Present
Financial Services Marketing August 2008 - Present
Wells Fargo Bank June 1999 - July 2008
Leo Burnett June 1992 - June 1998
Skills
Banking, Relationship Management, Loans, Portfolio Management, Financial Services, Credit, Sales, Team Building, Investments, Wealth Management, Credit Cards, Finance, Credit Analysis, Mortgage Lending, Commercial Banking, Marketing, Management, Executive Management, Small Business, Leadership, Financial Analysis, Mergers & Acquisitions, Commercial Lending, Strategy, Business Development, Retail Banking, Customer Acquisition, Risk Management, Cross Selling, Private Banking, Cash Management, Customer Retention, Analytics, Segmentation, Loan Origination, Competitive Analysis, Financial Structuring, Underwriting, Marketing Strategy, Strategic Planning, CRM, Business Strategy, Marketing Communications, Program Management, Brand Development, Market Research
Education
University of Pennsylvania - The Wharton School 2005 — 2006
Executive Education, Marketing & Finance
Pepperdine University 2002 — 2004
MBA, Business
University of San Diego 1985 — 1989
BA, International Relations
Thomas M Jones Thomas M Jones's Wells Fargo Bank Experience October 1983 - October 1989
Job Senior Project Manager at Maas Companies, Inc.
Industry Architecture & Planning
Experience
Maas Companies, Inc. March 2015 - July 2015
AECOM (Formerly URS Corporation) April 2005 - January 2015
AIA LA 2010 - December 2013
Los Angeles Unified School District April 2005 - January 2010
Jones Lang LaSalle July 2002 - March 2005
City of West Hollywood January 2002 - July 2003
City Architects August 1992 - July 2002
City of West Hollywood June 1994 - May 1999
Klawiter and Associates November 1989 - August 1992
Wells Fargo Bank October 1983 - October 1989
Skills
Strategic Planning, Architecture, Interior Design, Microsoft Excel, CAD, InDesign, Urban Design, Facilities Management, Comprehensive Planning, General Business..., Master Planning, Keynote, PowerPoint, Access, Microsoft Office, Photoshop, Contract Management, Sustainability, Construction, Construction Drawings, Construction Management, Project Planning, LEED AP, LEED, Sustainable Design, Submittals, Design Management, Design Research, Proposal Writing, Green Building, Architectural Design, BIM, Mixed-use, Feasibility Studies, Architectures, Renovation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1983 — 1985
MBA, Business
University of Southern California 1976 — 1977
BArch, Architecture
University of Southern California 1972 — 1976
BS, Architecture
Maas Companies, Inc. March 2015 - July 2015
AECOM (Formerly URS Corporation) April 2005 - January 2015
AIA LA 2010 - December 2013
Los Angeles Unified School District April 2005 - January 2010
Jones Lang LaSalle July 2002 - March 2005
City of West Hollywood January 2002 - July 2003
City Architects August 1992 - July 2002
City of West Hollywood June 1994 - May 1999
Klawiter and Associates November 1989 - August 1992
Wells Fargo Bank October 1983 - October 1989
Skills
Strategic Planning, Architecture, Interior Design, Microsoft Excel, CAD, InDesign, Urban Design, Facilities Management, Comprehensive Planning, General Business..., Master Planning, Keynote, PowerPoint, Access, Microsoft Office, Photoshop, Contract Management, Sustainability, Construction, Construction Drawings, Construction Management, Project Planning, LEED AP, LEED, Sustainable Design, Submittals, Design Management, Design Research, Proposal Writing, Green Building, Architectural Design, BIM, Mixed-use, Feasibility Studies, Architectures, Renovation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1983 — 1985
MBA, Business
University of Southern California 1976 — 1977
BArch, Architecture
University of Southern California 1972 — 1976
BS, Architecture
Kim Am's Wells Fargo Bank Experience April 2011 - April 2012
Job Director National Sales at Worldpay
Industry Financial Services
Experience
Worldpay August 2015 - Present
Wells Fargo April 2012 - August 2015
Wells Fargo Bank April 2011 - April 2012
Wells Fargo Home Mortgage April 2009 - April 2011
AutoNation June 2006 - January 2009
T Mobile USA June 2002 - August 2005
Skills
Credit, Cash Management, Credit Cards, Commercial Banking, Commercial Lending, Payroll, Payments, E-commerce, Coaching, Retail Sales Experience, Customer Retention, Loss Prevention, Employee Training, Banking, Sales, Financial Services, Loans, Leadership, Merchant Services, Business Development, Sales Management, Sales Operations
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2010
Bachelor's Degree, Business Administration and Management, General
Worldpay August 2015 - Present
Wells Fargo April 2012 - August 2015
Wells Fargo Bank April 2011 - April 2012
Wells Fargo Home Mortgage April 2009 - April 2011
AutoNation June 2006 - January 2009
T Mobile USA June 2002 - August 2005
Skills
Credit, Cash Management, Credit Cards, Commercial Banking, Commercial Lending, Payroll, Payments, E-commerce, Coaching, Retail Sales Experience, Customer Retention, Loss Prevention, Employee Training, Banking, Sales, Financial Services, Loans, Leadership, Merchant Services, Business Development, Sales Management, Sales Operations
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2010
Bachelor's Degree, Business Administration and Management, General
Ethan Bates (Muajtsim Xyooj) Ethan Bates (Muajtsim Xyooj)'s Wells Fargo Bank Experience November 2001 - May 2010
Job Bank Branch Manager, Vice President at Bank of the West
Industry Real Estate
Experience
Bank of the West May 2013 - Present
Southwest Minnesota June 2010 - Present
Southwest Minnesota Housing Partnership May 2010 - Present
Wells Fargo Bank & Co December 2007 - May 2010
Wells Fargo Bank November 2001 - May 2010
Wells Fargo Bank & Co August 2006 - December 2007
Wells Fargo Bank & Co January 2002 - August 2006
Skills
Personal Finance, Foreign Languages, Community Organizing
Education
Utah Valley University 2000 — 2005
Phoenix College 1994 — 1995
Missionary District Leader North Carolina
Utah Valley University
International Business w
Bank of the West May 2013 - Present
Southwest Minnesota June 2010 - Present
Southwest Minnesota Housing Partnership May 2010 - Present
Wells Fargo Bank & Co December 2007 - May 2010
Wells Fargo Bank November 2001 - May 2010
Wells Fargo Bank & Co August 2006 - December 2007
Wells Fargo Bank & Co January 2002 - August 2006
Skills
Personal Finance, Foreign Languages, Community Organizing
Education
Utah Valley University 2000 — 2005
Phoenix College 1994 — 1995
Missionary District Leader North Carolina
Utah Valley University
International Business w
Tabitha Raus's Wells Fargo Bank Experience September 2013 - Present
Job Wells Fargo Bank, Private Banker
Industry Financial Services
Experience
Wells Fargo Bank September 2013 - Present
Pen Air Federal Credit Union July 2011 - September 2013
Pen Air Federal Credit Union September 2010 - July 2011
RBC Bank June 2008 - September 2010
Custom Built Personal Training January 2008 - June 2009
First Gulf Bank August 2005 - June 2008
Pensacola Bay Area Convention & Visitors Bureau January 2005 - July 2005
AmSouth Bank January 2002 - January 2005
Compass Bank July 1998 - January 2002
Skills
Leadership, Asset Managment, Credit, Customer Service, Team Building, Sales, Team Leadership, Asset Management, Microsoft Excel, Banking, Series 7, Risk Management, Uniform Combined State..., Commercial Lending, Loans, Financial Analysis, Strategic Planning, Public Speaking, Microsoft Office, Project Management, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Banking, Leadership Development
Education
University of West Florida 2000 — 2004
B.A., Communication Arts, Public Relations, Management
Pensacola Junior College 1998 — 2000
AA, General
Tate High School 1994 — 1998
High School Diploma
Wells Fargo Bank September 2013 - Present
Pen Air Federal Credit Union July 2011 - September 2013
Pen Air Federal Credit Union September 2010 - July 2011
RBC Bank June 2008 - September 2010
Custom Built Personal Training January 2008 - June 2009
First Gulf Bank August 2005 - June 2008
Pensacola Bay Area Convention & Visitors Bureau January 2005 - July 2005
AmSouth Bank January 2002 - January 2005
Compass Bank July 1998 - January 2002
Skills
Leadership, Asset Managment, Credit, Customer Service, Team Building, Sales, Team Leadership, Asset Management, Microsoft Excel, Banking, Series 7, Risk Management, Uniform Combined State..., Commercial Lending, Loans, Financial Analysis, Strategic Planning, Public Speaking, Microsoft Office, Project Management, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Banking, Leadership Development
Education
University of West Florida 2000 — 2004
B.A., Communication Arts, Public Relations, Management
Pensacola Junior College 1998 — 2000
AA, General
Tate High School 1994 — 1998
High School Diploma
Huy Do, CPA Huy Do, CPA's Wells Fargo Bank Experience July 1996 - July 2000
Job Family Office Director at PrideCo Capital
Industry Investment Management
Experience
PrideCo Capital Management June 2008 - Present
Great Scott Tree Service, Inc. December 2014 - Present
Asset Based Lending Fund September 2005 - January 2008
Aramark Corp. September 2003 - September 2005
Anycom Technologies Inc. September 2001 - September 2003
Arthur Andersen September 2000 - September 2001
Wells Fargo Bank July 1996 - July 2000
Skills
Family Office, Investments, Financial Analysis, Business Planning, Corporate Finance, Credit
Education
University of Southern California - Marshall School of Business
MBA
Pepperdine University
BS
Tustin High
PrideCo Capital Management June 2008 - Present
Great Scott Tree Service, Inc. December 2014 - Present
Asset Based Lending Fund September 2005 - January 2008
Aramark Corp. September 2003 - September 2005
Anycom Technologies Inc. September 2001 - September 2003
Arthur Andersen September 2000 - September 2001
Wells Fargo Bank July 1996 - July 2000
Skills
Family Office, Investments, Financial Analysis, Business Planning, Corporate Finance, Credit
Education
University of Southern California - Marshall School of Business
MBA
Pepperdine University
BS
Tustin High
Justin Loggins Justin Loggins's Wells Fargo Bank Experience August 2001 - March 2004
Job National Marketing Coordinator at Association of Graduates U.S. Air Force Academy
Industry Information Technology and Services
Experience
Association of Graduates - U.S. Air Force Academy May 2014 - Present
JCL Business Solutions March 2013 - May 2014
KeyValueData December 2010 - March 2013
Hewlett-Packard August 2007 - April 2010
Peoples National Bank and Mortgage March 2004 - July 2007
Wells Fargo Bank August 2001 - March 2004
Skills
Training, Pipeline Management, Sales Management, Business Development, Customer Service, New Business Development, CRM, SaaS, Management, Social Media, Salesforce.com, Marketing Strategy, Direct Sales, Solution Selling, Sales Process, Sales Operations, Account Management, Lead Generation, Sales Presentations, Cloud Computing, Sales, Selling, Call Centers, Social Media Marketing, Strategic Partnerships
Education
University of Colorado at Colorad Springs 2013 — 2016
Bachelor of Inovation in Computer Security, Minor in Computer Engineering
University of Colorado Colorado Springs 2006 — 2008
Bachelor of Business Administration (B.B.A.), Emphasis in Finance and Accounting
Pikes Peak Community College 2001 — 2004
Associate of Arts Degree, Business Transfer
Association of Graduates - U.S. Air Force Academy May 2014 - Present
JCL Business Solutions March 2013 - May 2014
KeyValueData December 2010 - March 2013
Hewlett-Packard August 2007 - April 2010
Peoples National Bank and Mortgage March 2004 - July 2007
Wells Fargo Bank August 2001 - March 2004
Skills
Training, Pipeline Management, Sales Management, Business Development, Customer Service, New Business Development, CRM, SaaS, Management, Social Media, Salesforce.com, Marketing Strategy, Direct Sales, Solution Selling, Sales Process, Sales Operations, Account Management, Lead Generation, Sales Presentations, Cloud Computing, Sales, Selling, Call Centers, Social Media Marketing, Strategic Partnerships
Education
University of Colorado at Colorad Springs 2013 — 2016
Bachelor of Inovation in Computer Security, Minor in Computer Engineering
University of Colorado Colorado Springs 2006 — 2008
Bachelor of Business Administration (B.B.A.), Emphasis in Finance and Accounting
Pikes Peak Community College 2001 — 2004
Associate of Arts Degree, Business Transfer
Roi Godinez's Wells Fargo Bank Experience January 2006 - January 2007
Job Encourage others to be great by being great.
Industry Construction
Experience
Godinez Flooring LLC November 2006 - Present
Wells Fargo September 2013 - August 2014
Wells Fargo April 2009 - September 2013
Wells Fargo Bank January 2006 - January 2007
Bank of America May 2006 - November 2006
Bank of America May 2006 - October 2006
Skills
Sales, Customer Service, Leadership, Management
Education
Pima Community College 2001 — 2003
LIBERAL ARTS, BUSINESS MARKETING
Pima Community College
Associate of Arts, Liberal Arts
Godinez Flooring LLC November 2006 - Present
Wells Fargo September 2013 - August 2014
Wells Fargo April 2009 - September 2013
Wells Fargo Bank January 2006 - January 2007
Bank of America May 2006 - November 2006
Bank of America May 2006 - October 2006
Skills
Sales, Customer Service, Leadership, Management
Education
Pima Community College 2001 — 2003
LIBERAL ARTS, BUSINESS MARKETING
Pima Community College
Associate of Arts, Liberal Arts
Maria Agosto Maria Agosto's Wells Fargo Bank Experience April 2010 - May 2012
Job Claims Representative
Industry Hospital & Health Care
Experience
UnitedHealth Group September 2012 - Present
Wells Fargo Bank April 2010 - May 2012
Account Executive February 2009 - December 2009
Skills
Credit, Banking, Loans, Financial Services, Financial Advisory, Finance, Mortgage Lending, Insurance, Strategic Financial..., Underwriting, Portfolio Management, Relationship Management, Credit Analysis, Financial Risk, Retail Banking, Financial Analysis, Retirement Planning, Risk Management, Management, Employee Benefits, Training, Customer Service, PowerPoint, Microsoft Excel
Education
Phoenix College 2014 — 2016
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Phoenix College 2014 — 2015
Associate's degree, Business Administration, Management and Operations
UnitedHealth Group September 2012 - Present
Wells Fargo Bank April 2010 - May 2012
Account Executive February 2009 - December 2009
Skills
Credit, Banking, Loans, Financial Services, Financial Advisory, Finance, Mortgage Lending, Insurance, Strategic Financial..., Underwriting, Portfolio Management, Relationship Management, Credit Analysis, Financial Risk, Retail Banking, Financial Analysis, Retirement Planning, Risk Management, Management, Employee Benefits, Training, Customer Service, PowerPoint, Microsoft Excel
Education
Phoenix College 2014 — 2016
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Phoenix College 2014 — 2015
Associate's degree, Business Administration, Management and Operations
Angelo Dixon Angelo Dixon's Wells Fargo Bank Experience May 2002 - May 2004
Job Office 365 Onboarding Engineer at Microsoft
Industry Information Technology and Services
Experience
Microsoft May 2015 - Present
Charlotte Works August 2011 - Present
Cardinal Health March 2015 - May 2015
LPL Financial June 2014 - February 2015
Audiology Systems Inc December 2012 - February 2014
Velocitor Solutions May 2010 - July 2011
Delhaize America May 2010 - April 2011
Wachovia May 2004 - February 2010
Wells Fargo Bank May 2002 - May 2004
Skills
VMware ESX, Networking, Active Directory, Clinical Support, Windows 7, Help Desk Support, Microsoft Office, Microsoft Exchange, Software Installation, VPN, Network Administration, Operating Systems, Organizational..., Hyper-V, Outlook, BMC Remedy, Team Leadership, Technical Support, Training, Servers, Remote Desktop, VoIP, Hardware, Medical Devices, Contract Negotiation, Consultative Sales..., Software Documentation, Vendor Management, Business Networking, Salesforce.com, Medical Terminology, Information Technology
Education
Pfeiffer University 2008 — 2010
M.S., Organizational Change Management
University of North Carolina at Charlotte 2000 — 2004
B.S., Criminal Justice
Microsoft May 2015 - Present
Charlotte Works August 2011 - Present
Cardinal Health March 2015 - May 2015
LPL Financial June 2014 - February 2015
Audiology Systems Inc December 2012 - February 2014
Velocitor Solutions May 2010 - July 2011
Delhaize America May 2010 - April 2011
Wachovia May 2004 - February 2010
Wells Fargo Bank May 2002 - May 2004
Skills
VMware ESX, Networking, Active Directory, Clinical Support, Windows 7, Help Desk Support, Microsoft Office, Microsoft Exchange, Software Installation, VPN, Network Administration, Operating Systems, Organizational..., Hyper-V, Outlook, BMC Remedy, Team Leadership, Technical Support, Training, Servers, Remote Desktop, VoIP, Hardware, Medical Devices, Contract Negotiation, Consultative Sales..., Software Documentation, Vendor Management, Business Networking, Salesforce.com, Medical Terminology, Information Technology
Education
Pfeiffer University 2008 — 2010
M.S., Organizational Change Management
University of North Carolina at Charlotte 2000 — 2004
B.S., Criminal Justice
Steven Gaglione's Wells Fargo Bank Experience December 2004 - Present
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank December 2004 - Present
BNY Mellon November 1995 - December 2004
Skills
Series 7, Portfolio Management, Leadership, Investments, Securities, Mutual Funds, Customer Service, Defined Benefit, 401k, Financial Services, Asset Allocation, Retirement, Risk Management, Banking
Education
Pepperdine University 1982 — 1986
BS, Public Relations and Political Science
Wells Fargo Bank December 2004 - Present
BNY Mellon November 1995 - December 2004
Skills
Series 7, Portfolio Management, Leadership, Investments, Securities, Mutual Funds, Customer Service, Defined Benefit, 401k, Financial Services, Asset Allocation, Retirement, Risk Management, Banking
Education
Pepperdine University 1982 — 1986
BS, Public Relations and Political Science
Dolores Arredondo's Wells Fargo Bank Experience Board ChairHispanas Organized for Political Equality
Job Financial Services Sales & Marketing Executive, Nationally Recognized Community Leader
Industry Financial Services
Experience
Wells Fargo Bank Board ChairHispanas Organized for Political Equality
Wells Fargo 2003 - 2010
Skills
Marketing, Strategic Planning, Integrated Marketing, Marketing Communications, Marketing Strategy, Market Research, Cross-functional Team..., Public Relations, Public Speaking, Nonprofits, Corporate Communications, Fundraising, Business Development, Direct Marketing, Strategy, Management, Social Media, Team Leadership, Program Management, Product Marketing
Education
Wellesley College 1991 — 1995
B.A., Psychology, Latin American Studies
Pepperdine University, The George L. Graziadio School of Business and Management
Wells Fargo Bank Board ChairHispanas Organized for Political Equality
Wells Fargo 2003 - 2010
Skills
Marketing, Strategic Planning, Integrated Marketing, Marketing Communications, Marketing Strategy, Market Research, Cross-functional Team..., Public Relations, Public Speaking, Nonprofits, Corporate Communications, Fundraising, Business Development, Direct Marketing, Strategy, Management, Social Media, Team Leadership, Program Management, Product Marketing
Education
Wellesley College 1991 — 1995
B.A., Psychology, Latin American Studies
Pepperdine University, The George L. Graziadio School of Business and Management
Ray DiSandro Ray DiSandro's Wells Fargo Bank Experience March 2012 - October 2013
Job Community Bank District Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo Bank March 2012 - October 2013
Wells Fargo Bank January 2010 - March 2012
Wells Fargo Financial November 2005 - January 2010
Wells Fargo Financial April 2004 - November 2005
Education
West Chester University of Pennsylvania 2002 — 2004
BS, Business Management
Penn State University 2000 — 2002
Business, Management, Marketing, and Related Support Services
Wells Fargo October 2013 - Present
Wells Fargo Bank March 2012 - October 2013
Wells Fargo Bank January 2010 - March 2012
Wells Fargo Financial November 2005 - January 2010
Wells Fargo Financial April 2004 - November 2005
Education
West Chester University of Pennsylvania 2002 — 2004
BS, Business Management
Penn State University 2000 — 2002
Business, Management, Marketing, and Related Support Services
Joe Galiardi Joe Galiardi's Wells Fargo Bank Experience May 1962 - November 1963
Job Owner, JFG Marketing
Industry Sports
Experience
JFG Marketing September 2009 - Present
Allstate Insurance Companies November 1963 - December 1993
Wells Fargo Bank May 1962 - November 1963
Skills
Event Management, Brochures, Coaching, Advertising, Public Speaking
Education
Penn State University 1954 — 1957
BS, Personnel Management
JFG Marketing September 2009 - Present
Allstate Insurance Companies November 1963 - December 1993
Wells Fargo Bank May 1962 - November 1963
Skills
Event Management, Brochures, Coaching, Advertising, Public Speaking
Education
Penn State University 1954 — 1957
BS, Personnel Management
Paul Wu, MBA's Wells Fargo Bank Experience May 2011 - July 2013
Job Vice President, Portfolio Manager
Industry Banking
Experience
HSBC May 2015 - Present
HSBC July 2013 - Present
Wells Fargo Bank May 2011 - July 2013
Wells Fargo Bank 2010 - May 2011
Wells Fargo October 2006 - July 2010
East West Bank March 2005 - October 2006
Cathay Bank September 2004 - March 2005
Skills
Credit, Finance, Accounting, Microsoft Excel, Analysis, Economics, Financial Statements, PowerPoint, Mandarin, Customer Service, Microsoft Word, Financial Planners, Sales, Financial Analysis, Forecasting, Loans, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
University of California, Riverside 2000 — 2004
BA, Business Economics
HSBC May 2015 - Present
HSBC July 2013 - Present
Wells Fargo Bank May 2011 - July 2013
Wells Fargo Bank 2010 - May 2011
Wells Fargo October 2006 - July 2010
East West Bank March 2005 - October 2006
Cathay Bank September 2004 - March 2005
Skills
Credit, Finance, Accounting, Microsoft Excel, Analysis, Economics, Financial Statements, PowerPoint, Mandarin, Customer Service, Microsoft Word, Financial Planners, Sales, Financial Analysis, Forecasting, Loans, Portfolio Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
University of California, Riverside 2000 — 2004
BA, Business Economics
Robert Swerdloff Robert Swerdloff's Wells Fargo Bank Experience June 2009 - May 2010
Job Vice President Residential Loan Consultant at City National Bank
Industry Financial Services
Experience
City National Bank June 2013 - Present
JP Morgan Chase May 2011 - June 2013
PNC Bank May 2010 - May 2011
Wells Fargo Bank June 2009 - May 2010
Washington Mutual Bank January 2001 - February 2008
Great Western Bank/Wamu June 1993 - January 2001
Skills
Mortgage Lending, Refinance, Mortgage Banking, Credit, Banking, Underwriting, FHA, Residential Mortgages, Credit Analysis, VA loans, Loans, Loan Origination, Consumer Lending, FHA financing, Commercial Lending, VA Loans, FHA Financing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
BS, Business
City National Bank June 2013 - Present
JP Morgan Chase May 2011 - June 2013
PNC Bank May 2010 - May 2011
Wells Fargo Bank June 2009 - May 2010
Washington Mutual Bank January 2001 - February 2008
Great Western Bank/Wamu June 1993 - January 2001
Skills
Mortgage Lending, Refinance, Mortgage Banking, Credit, Banking, Underwriting, FHA, Residential Mortgages, Credit Analysis, VA loans, Loans, Loan Origination, Consumer Lending, FHA financing, Commercial Lending, VA Loans, FHA Financing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
BS, Business
Bruce Simon Bruce Simon's Wells Fargo Bank Experience 1991 - 1994
Job Chief Investment Officer, Asset Management at City National Bank
Industry Financial Services
Experience
City National Bank January 2011 - Present
Ballentine Partners June 2007 - January 2011
Morgan Stanley 2002 - 2006
Glenmede Trust Company 1994 - 2002
Wells Fargo Bank 1991 - 1994
Certus Financial Corporation 1987 - 1991
Skills
Management, Alternative Investments, Investments, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Strategic Financial..., Investment Management, Hedge Funds, Asset Management, Financial Modeling, Investment Strategies, Private Banking, Investment Advisory, Mutual Funds, Equities, Asset Managment, Capital Markets, Equity Research
Education
The George Washington University - School of Business 1978 — 1981
MBA, Applied Economics
Penn State University 1974 — 1978
B.S., Marketing
City National Bank January 2011 - Present
Ballentine Partners June 2007 - January 2011
Morgan Stanley 2002 - 2006
Glenmede Trust Company 1994 - 2002
Wells Fargo Bank 1991 - 1994
Certus Financial Corporation 1987 - 1991
Skills
Management, Alternative Investments, Investments, Asset Allocation, Portfolio Management, Wealth Management, Fixed Income, Strategic Financial..., Investment Management, Hedge Funds, Asset Management, Financial Modeling, Investment Strategies, Private Banking, Investment Advisory, Mutual Funds, Equities, Asset Managment, Capital Markets, Equity Research
Education
The George Washington University - School of Business 1978 — 1981
MBA, Applied Economics
Penn State University 1974 — 1978
B.S., Marketing
Steve Lefler Steve Lefler's Wells Fargo Bank Experience February 2015 - Present
Job Commercial Loan Officer at Wells Fargo Bank
Industry Commercial Real Estate
Experience
Wells Fargo Bank February 2015 - Present
First Citizens Bank April 2012 - January 2015
Cornish & Carey Commercial Newmark Knight Frank October 2010 - April 2012
TRI Commercial June 1998 - October 2010
Ravel Property Management May 1994 - May 1998
Skills
Due Diligence, Corporate Real Estate, Property, Loans, Valuation, Sales, Small Business, Location Intelligence, Real Estate Financing, Mortgage Lending, Portfolio Management, Buyer Representation, Lease Negotiations, Finance, Investors
Education
Pepperdine University 1987 — 1989
MBA
UCSB 1982 — 1984
Bachelors, Business Economics
Wells Fargo Bank February 2015 - Present
First Citizens Bank April 2012 - January 2015
Cornish & Carey Commercial Newmark Knight Frank October 2010 - April 2012
TRI Commercial June 1998 - October 2010
Ravel Property Management May 1994 - May 1998
Skills
Due Diligence, Corporate Real Estate, Property, Loans, Valuation, Sales, Small Business, Location Intelligence, Real Estate Financing, Mortgage Lending, Portfolio Management, Buyer Representation, Lease Negotiations, Finance, Investors
Education
Pepperdine University 1987 — 1989
MBA
UCSB 1982 — 1984
Bachelors, Business Economics
Donovan Corzo Donovan Corzo's Wells Fargo Bank Experience February 2011 - December 2011
Job
Industry Financial Services
Experience
Pioneer Consulting October 2012 - February 2014
Pionear Recruiting October 2012 - February 2014
Bank of America 2012 - 2014
Wells Fargo Bank February 2011 - December 2011
Wells Fargo Bank February 2004 - February 2011
Wells Fargo Home Mortgage May 2001 - February 2004
Skills
MS Office Suite, Crystal Reports, Business Analysis, Business Strategy, Business Objects, Monarch, Passport, OCI, LPS, Alltell, CPI, Fidelity, Arrow, Daisy, Access, XP, Windows, ISO 9002, EDR, Total Quality Management, Windows XP
Education
Pfeiffer University 2009 — 2010
MSL, International Management
Pfeiffer University 2005 — 2008
MBA, Business Administration
York Technical College 2004 — 2005
University of South Carolina-Columbia 1992 — 1993
BA, Liberal Arts
University of South Carolina-Lancaster 1989 — 1991
AS, Criminal Justice
Pioneer Consulting October 2012 - February 2014
Pionear Recruiting October 2012 - February 2014
Bank of America 2012 - 2014
Wells Fargo Bank February 2011 - December 2011
Wells Fargo Bank February 2004 - February 2011
Wells Fargo Home Mortgage May 2001 - February 2004
Skills
MS Office Suite, Crystal Reports, Business Analysis, Business Strategy, Business Objects, Monarch, Passport, OCI, LPS, Alltell, CPI, Fidelity, Arrow, Daisy, Access, XP, Windows, ISO 9002, EDR, Total Quality Management, Windows XP
Education
Pfeiffer University 2009 — 2010
MSL, International Management
Pfeiffer University 2005 — 2008
MBA, Business Administration
York Technical College 2004 — 2005
University of South Carolina-Columbia 1992 — 1993
BA, Liberal Arts
University of South Carolina-Lancaster 1989 — 1991
AS, Criminal Justice
Robert Dransite Robert Dransite's Wells Fargo Bank Experience April 2011 - Present
Job Vice President at Wells Fargo Bank, Commercial Real Estate Finance
Industry Financial Services
Experience
Wells Fargo Bank April 2011 - Present
Wells Fargo Bank January 2008 - April 2011
Office of the Comptroller of the Currency May 2007 - August 2007
Skills
Underwriting, Microsoft Excel, Relationship Management, Credit Analysis, Portfolio Management, Commercial Lending, Banking, Credit, Financial Modeling, Loans, Financial Analysis, Capital Markets, Credit Risk, Finance, Asset Managment, Equity Research, Investments, Corporate Finance, Equities, Valuation, Commercial Real Estate, Mergers & Acquisitions, Real Estate
Education
University of Pittsburgh 2006 — 2007
Bachelor's of Science in Business Administration, Finance
Penn State University 2002 — 2005
Completed 90 credits, Marketing
Wells Fargo Bank April 2011 - Present
Wells Fargo Bank January 2008 - April 2011
Office of the Comptroller of the Currency May 2007 - August 2007
Skills
Underwriting, Microsoft Excel, Relationship Management, Credit Analysis, Portfolio Management, Commercial Lending, Banking, Credit, Financial Modeling, Loans, Financial Analysis, Capital Markets, Credit Risk, Finance, Asset Managment, Equity Research, Investments, Corporate Finance, Equities, Valuation, Commercial Real Estate, Mergers & Acquisitions, Real Estate
Education
University of Pittsburgh 2006 — 2007
Bachelor's of Science in Business Administration, Finance
Penn State University 2002 — 2005
Completed 90 credits, Marketing
Teddy Castro Teddy Castro's Wells Fargo Bank Experience January 2002 - June 2004
Job Broker/Owner for Home Execs Realty
Industry Real Estate
Experience
Home Execs Realty January 2007 - Present
High Profile Realty April 2002 - December 2006
Wells Fargo Bank January 2002 - June 2004
Wells Fargo Bank April 1999 - January 2002
Wells Fargo Bank January 1996 - April 1999
Wells Fargo Bank April 1995 - January 1996
FHP Health Care June 1993 - March 1995
Skills
Short Sales, Foreclosures, REO, Sales, Real Estate, First Time Home Buyers, Listings, Sellers, Investors, Relocation, Residential Homes, Buyers, Buyer Representation, Investment Properties, Single Family Homes, Relocation Buyers, Mortgage Lending, Property, Real Property
Education
Phoenix College
Business Management
Home Execs Realty January 2007 - Present
High Profile Realty April 2002 - December 2006
Wells Fargo Bank January 2002 - June 2004
Wells Fargo Bank April 1999 - January 2002
Wells Fargo Bank January 1996 - April 1999
Wells Fargo Bank April 1995 - January 1996
FHP Health Care June 1993 - March 1995
Skills
Short Sales, Foreclosures, REO, Sales, Real Estate, First Time Home Buyers, Listings, Sellers, Investors, Relocation, Residential Homes, Buyers, Buyer Representation, Investment Properties, Single Family Homes, Relocation Buyers, Mortgage Lending, Property, Real Property
Education
Phoenix College
Business Management
Ben Witsberger Ben Witsberger's Wells Fargo Bank Experience July 2012 - Present
Job Relationship Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2012 - Present
Wells Fargo Bank February 2012 - July 2012
Wells Fargo Bank June 2009 - February 2012
Skills
Credit Analysis, Financial Modeling, Credit, Finance, Underwriting, Financial Analysis, Commercial Lending, Commercial Banking, Portfolio Management, Loans, Loan Origination, Loan Servicing, Banking, Financial Structuring, Middle Market, Commercial Real Estate, Management
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance
Wells Fargo Bank July 2012 - Present
Wells Fargo Bank February 2012 - July 2012
Wells Fargo Bank June 2009 - February 2012
Skills
Credit Analysis, Financial Modeling, Credit, Finance, Underwriting, Financial Analysis, Commercial Lending, Commercial Banking, Portfolio Management, Loans, Loan Origination, Loan Servicing, Banking, Financial Structuring, Middle Market, Commercial Real Estate, Management
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance
Ed Bermudez, JD, MBA, MSL Miami/Ft. Lauderdale's Wells Fargo Bank Experience August 2012 - Present
Job Global Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2015 - Present
Wells Fargo December 2014 - Present
Wells Fargo Bank August 2012 - Present
Wells Fargo Bank July 2008 - August 2012
Allstate February 2006 - July 2008
Commercebank May 2002 - February 2006
Merrill Lynch May 2001 - May 2002
Sodexho February 1999 - May 2001
Bolivar Bank - Legacy subsidiary of Banco Caracas January 1995 - December 1998
Skills
Banking, Portfolio Management, Valuation, Risk, Risk Management, Credit Analysis, Credit, Financial Risk, Underwriting, Asset Based Lending, Restructuring, Financial Analysis, Analysis, Loans, Investments, Credit Risk, Business Planning, Commercial Banking, Management, Financial Modeling, Commercial Lending, Due Diligence, Financial Reporting, Finance, Structured Finance, Strategy, Leadership, Financial Structuring, Business Process..., Corporate Finance, Financial Services, Loan Origination, Executive Management
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Finance and Financial Management Services
Pfeiffer University 2009 — 2012
MSL/MBA, Organizational Change Management/Finance
University of North Carolina at Charlotte 1999 — 2002
Financial Institutions & Commercial Banking - Managerial Finance - Economics, Finance & Economics
Universidad Bicentenaria de Aragua 1993 — 1998
JD, Law
Wells Fargo August 2015 - Present
Wells Fargo December 2014 - Present
Wells Fargo Bank August 2012 - Present
Wells Fargo Bank July 2008 - August 2012
Allstate February 2006 - July 2008
Commercebank May 2002 - February 2006
Merrill Lynch May 2001 - May 2002
Sodexho February 1999 - May 2001
Bolivar Bank - Legacy subsidiary of Banco Caracas January 1995 - December 1998
Skills
Banking, Portfolio Management, Valuation, Risk, Risk Management, Credit Analysis, Credit, Financial Risk, Underwriting, Asset Based Lending, Restructuring, Financial Analysis, Analysis, Loans, Investments, Credit Risk, Business Planning, Commercial Banking, Management, Financial Modeling, Commercial Lending, Due Diligence, Financial Reporting, Finance, Structured Finance, Strategy, Leadership, Financial Structuring, Business Process..., Corporate Finance, Financial Services, Loan Origination, Executive Management
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2013
MBA, Finance and Financial Management Services
Pfeiffer University 2009 — 2012
MSL/MBA, Organizational Change Management/Finance
University of North Carolina at Charlotte 1999 — 2002
Financial Institutions & Commercial Banking - Managerial Finance - Economics, Finance & Economics
Universidad Bicentenaria de Aragua 1993 — 1998
JD, Law
James Ogonosky's Wells Fargo Bank Experience February 1999 - March 2011
Job
Industry Banking
Experience
Bank of Texas April 2011 - Present
Wells Fargo Bank February 1999 - March 2011
Frost Bank 1994 - 1998
Skills
Commercial Lending, Small Business Lending
Education
Penn State University 1979 — 1983
Bachelor of Science, Accounting
Passed CPA Exam in 1991
Bank of Texas April 2011 - Present
Wells Fargo Bank February 1999 - March 2011
Frost Bank 1994 - 1998
Skills
Commercial Lending, Small Business Lending
Education
Penn State University 1979 — 1983
Bachelor of Science, Accounting
Passed CPA Exam in 1991
JD Derr's Wells Fargo Bank Experience December 2007 - January 2010
Job Hospital Services/Sales/Medical Device
Industry Hospital & Health Care
Experience
Sterilmed/Johnson & Johnson September 2012 - Present
MidSouth Transplant Foundation August 2011 - August 2012
EMHC July 2011 - August 2012
University of Phoenix March 2010 - July 2011
Wells Fargo Bank December 2007 - January 2010
Snowbird Ski and Summer Resort November 2003 - December 2007
Skills
EMT-IV, Cpr Certified, Firefighter training, Coaching, Sales, Business, Business Services, Medicine, Emergency Services, Customer Service, Public Speaking, Leadership, Team Building, Critical Thinking, Training, Microsoft Office, Microsoft Excel, Marketing, Healthcare, Time Management, Sales Management
Education
University of Phoenix 2010 — 2012
Bachelor's Degree-2012, Business
Pikes Peak Community College 2009 — 2010
Salt Lake Community College 2007 — 2009
generals
Sterilmed/Johnson & Johnson September 2012 - Present
MidSouth Transplant Foundation August 2011 - August 2012
EMHC July 2011 - August 2012
University of Phoenix March 2010 - July 2011
Wells Fargo Bank December 2007 - January 2010
Snowbird Ski and Summer Resort November 2003 - December 2007
Skills
EMT-IV, Cpr Certified, Firefighter training, Coaching, Sales, Business, Business Services, Medicine, Emergency Services, Customer Service, Public Speaking, Leadership, Team Building, Critical Thinking, Training, Microsoft Office, Microsoft Excel, Marketing, Healthcare, Time Management, Sales Management
Education
University of Phoenix 2010 — 2012
Bachelor's Degree-2012, Business
Pikes Peak Community College 2009 — 2010
Salt Lake Community College 2007 — 2009
generals
Nancy Cambridge Nancy Cambridge's Wells Fargo Bank Experience January 2013 - Present
Job
Industry Professional Training & Coaching
Experience
Wells Fargo Bank January 2013 - Present
Omega Coaching Services January 2011 - Present
CFMA June 1999 - February 2010
Construction Financial Management Association 1999 - 2010
Morristown-Beard School April 1997 - May 1999
International Correspondence Schools 1982 - 1994
Skills
Non-profits, Strategic Planning, Staff Development, Strategic Partnerships, Auditing, Team Leadership, Advertising, Management, Product Development, Team Building, Strategy, Leadership Development, Management Consulting, Program Development, Marketing Strategy, Event Planning, Microsoft Office, Budgets, Nonprofits, Fundraising, Leadership
Education
Penn State University 1968 — 1972
Wells Fargo Bank January 2013 - Present
Omega Coaching Services January 2011 - Present
CFMA June 1999 - February 2010
Construction Financial Management Association 1999 - 2010
Morristown-Beard School April 1997 - May 1999
International Correspondence Schools 1982 - 1994
Skills
Non-profits, Strategic Planning, Staff Development, Strategic Partnerships, Auditing, Team Leadership, Advertising, Management, Product Development, Team Building, Strategy, Leadership Development, Management Consulting, Program Development, Marketing Strategy, Event Planning, Microsoft Office, Budgets, Nonprofits, Fundraising, Leadership
Education
Penn State University 1968 — 1972
Rachel Hamlet Rachel Hamlet's Wells Fargo Bank Experience July 2010 - Present
Job Personal Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2010 - Present
Wells Fargo Financial May 2010 - August 2010
Environmental Management Services October 2008 - May 2009
Emerald Bay Espresso July 2006 - June 2008
Applebee's June 2004 - March 2006
Arthur Murray School of Dance June 2000 - January 2004
Cottage Flowers and Gifts August 1999 - August 2000
Garden Botanika October 1997 - January 1998
Paradise Bay Tanning Salon June 1997 - August 1997
Education
Saint Martin's University 2008 — 2009
BA, Business Administration; Economics and Finance
Milgard School of Business at the University of Washington Tacoma 2007 — 2008
Business Administration
Pierce College 2005 — 2007
AA, Business Administration
Wells Fargo Bank July 2010 - Present
Wells Fargo Financial May 2010 - August 2010
Environmental Management Services October 2008 - May 2009
Emerald Bay Espresso July 2006 - June 2008
Applebee's June 2004 - March 2006
Arthur Murray School of Dance June 2000 - January 2004
Cottage Flowers and Gifts August 1999 - August 2000
Garden Botanika October 1997 - January 1998
Paradise Bay Tanning Salon June 1997 - August 1997
Education
Saint Martin's University 2008 — 2009
BA, Business Administration; Economics and Finance
Milgard School of Business at the University of Washington Tacoma 2007 — 2008
Business Administration
Pierce College 2005 — 2007
AA, Business Administration
Stephen Piccone Stephen Piccone's Wells Fargo Bank Experience September 2010 - March 2012
Job IT Specialist Operations Infrastructure at Catalyst360°
Industry Information Technology and Services
Experience
Catalyst360° May 2012 - Present
Wells Fargo Bank September 2010 - March 2012
Hewlett-Packard April 2005 - February 2010
ExcellerateHRO April 2005 - February 2010
Electronic Data Systems April 2005 - February 2010
Towers Watson January 1996 - March 2005
Towers Perrin January 1990 - December 1995
Skills
Software Documentation, Mainframe, Disaster Recovery, Process Improvement, Technical Support, SDLC, Unix, Program Management, Troubleshooting, Testing, Servers, Access, IT Management, Quality Assurance, Visual Basic, Windows, Business Analysis, Integration, Change Management
Education
Lee Hecht Harrison 2010 — 2010
Penn State University 1981 — 1985
Bachelor, Computer Science and Mathematics
Catalyst360° May 2012 - Present
Wells Fargo Bank September 2010 - March 2012
Hewlett-Packard April 2005 - February 2010
ExcellerateHRO April 2005 - February 2010
Electronic Data Systems April 2005 - February 2010
Towers Watson January 1996 - March 2005
Towers Perrin January 1990 - December 1995
Skills
Software Documentation, Mainframe, Disaster Recovery, Process Improvement, Technical Support, SDLC, Unix, Program Management, Troubleshooting, Testing, Servers, Access, IT Management, Quality Assurance, Visual Basic, Windows, Business Analysis, Integration, Change Management
Education
Lee Hecht Harrison 2010 — 2010
Penn State University 1981 — 1985
Bachelor, Computer Science and Mathematics
Josh Moore Josh Moore's Wells Fargo Bank Experience October 1999 - June 2005
Job Senior Vice President / Senior Loan Officer / Commercial Banking Manager at Bankers Trust
Industry Banking
Experience
Bankers Trust April 2013 - Present
Bankers Trust October 2007 - April 2013
BankIowa June 2005 - October 2007
Wells Fargo Bank October 1999 - June 2005
Brenton Bank 1999 - 2001
Skills
Commercial Banking, Small Business Lending, Financial Analysis, Commercial Lending, Loans, Credit Analysis, Management, Business Planning, Real Estate, Mortgage Lending, Credit, Banking, Sales Management, Portfolio Management, Sales
Education
Penn State University 1989 — 1994
BS, Economics
University of Iowa - Henry B. Tippie College of Business
MBA
Bankers Trust April 2013 - Present
Bankers Trust October 2007 - April 2013
BankIowa June 2005 - October 2007
Wells Fargo Bank October 1999 - June 2005
Brenton Bank 1999 - 2001
Skills
Commercial Banking, Small Business Lending, Financial Analysis, Commercial Lending, Loans, Credit Analysis, Management, Business Planning, Real Estate, Mortgage Lending, Credit, Banking, Sales Management, Portfolio Management, Sales
Education
Penn State University 1989 — 1994
BS, Economics
University of Iowa - Henry B. Tippie College of Business
MBA
Randy Re Randy Re's Wells Fargo Bank Experience October 1982 - October 2002
Job Veterans Employment Consultant, Dept. of Commerce, Div of Workforce Solutions
Industry Government Relations
Experience
Dept of Commerce, Div of Workforce Solutions May 2012 - Present
Division of Employment Solutions, Dept of Commerce July 2010 - Present
Alpha Dog Pet Sitters LLC January 2010 - Present
Wachovia National Bank March 2006 - November 2008
Whitney National Bank December 2002 - October 2005
Wells Fargo Bank October 1982 - October 2002
Skills
Commercial Banking, Customer Service, Small Business, Financial Services, Customer Retention, Small Business Lending, Commercial Lending, Loans, Credit, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1986
MBA, Business Administration
San Diego State University-California State University 1975 — 1977
BA, Rec Admin/Business
Dept of Commerce, Div of Workforce Solutions May 2012 - Present
Division of Employment Solutions, Dept of Commerce July 2010 - Present
Alpha Dog Pet Sitters LLC January 2010 - Present
Wachovia National Bank March 2006 - November 2008
Whitney National Bank December 2002 - October 2005
Wells Fargo Bank October 1982 - October 2002
Skills
Commercial Banking, Customer Service, Small Business, Financial Services, Customer Retention, Small Business Lending, Commercial Lending, Loans, Credit, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1986
MBA, Business Administration
San Diego State University-California State University 1975 — 1977
BA, Rec Admin/Business
Mary C Sanford Mary C Sanford's Wells Fargo Bank Experience July 2000 - Present
Job AVP, Sales Advisory Consultant II
Industry Banking
Experience
Wells Fargo Bank July 2000 - Present
American Express August 1982 - July 2000
Skills
Credit, Banking, Sales, Loans, Mortgage Lending
Education
Phoenix College
Wells Fargo Bank July 2000 - Present
American Express August 1982 - July 2000
Skills
Credit, Banking, Sales, Loans, Mortgage Lending
Education
Phoenix College
Thomas Sullivan Thomas Sullivan's Wells Fargo Bank Experience October 2004 - June 2012
Job First Vice President, Corporate Lending at Israel Discount Bank
Industry Financial Services
Experience
Israel Discount Bank June 2015 - Present
First Capital February 2013 - May 2015
HSBC Bank June 2012 - February 2013
Wells Fargo Bank October 2004 - June 2012
Skills
Finance, Sales Management, Building Relationships, Golf, Factoring, Asset Based Lending, Commercial Banking, Master Scuba Diver, Treasury Management, Community Outreach, Business Development, Commercial Lending, Working Capital..., Loans, Credit, Small Business Lending, Credit Analysis, Commercial Finance, Banking, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Commercial Mortgages, Middle Market, Lines Of Credit
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance, General
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (BS), Accounting and Finance
Israel Discount Bank June 2015 - Present
First Capital February 2013 - May 2015
HSBC Bank June 2012 - February 2013
Wells Fargo Bank October 2004 - June 2012
Skills
Finance, Sales Management, Building Relationships, Golf, Factoring, Asset Based Lending, Commercial Banking, Master Scuba Diver, Treasury Management, Community Outreach, Business Development, Commercial Lending, Working Capital..., Loans, Credit, Small Business Lending, Credit Analysis, Commercial Finance, Banking, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Commercial Mortgages, Middle Market, Lines Of Credit
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Finance, General
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor of Science (BS), Accounting and Finance
Robin Oliphant Robin Oliphant's Wells Fargo Bank Experience August 2012 - Present
Job Project Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2012 - Present
the ups store June 2005 - Present
Wells Fargo Bank November 2010 - April 2012
Business Development Specialists November 2007 - August 2010
Bank of America January 1992 - May 2002
Skills
Group Facilitation, Project Management, Credit Card Processing, Business Management, Business Process..., Strategic Planning, Personnel Leadership, Credit Cards, Call Centers, Management, Banking, Product Management, Leadership, Workshop Facilitation, Business Process...
Education
Phoenix College 1982 — 1984
Wells Fargo Bank August 2012 - Present
the ups store June 2005 - Present
Wells Fargo Bank November 2010 - April 2012
Business Development Specialists November 2007 - August 2010
Bank of America January 1992 - May 2002
Skills
Group Facilitation, Project Management, Credit Card Processing, Business Management, Business Process..., Strategic Planning, Personnel Leadership, Credit Cards, Call Centers, Management, Banking, Product Management, Leadership, Workshop Facilitation, Business Process...
Education
Phoenix College 1982 — 1984
Charles Ukwu Charles Ukwu's Wells Fargo Bank Experience February 2009 - June 2012
Job Client Services Consultant at Wells Fargo National Bank
Industry Banking
Experience
Wells Fargo National Bank July 2012 - Present
Wells Fargo Bank February 2009 - June 2012
Wachovia Bank March 2005 - January 2008
Skills
Business Analysis, Software Development, Cross-functional Team..., SharePoint, SDLC, MS Project, Software Documentation, Access, Program Management, Process Improvement, Management, Risk Management, Testing
Education
Pfeiffer University 2009 — 2011
MBA, Master of Business Administration
University of North Carolina at Charlotte 2006 — 2008
BS, Computer Science
Wells Fargo National Bank July 2012 - Present
Wells Fargo Bank February 2009 - June 2012
Wachovia Bank March 2005 - January 2008
Skills
Business Analysis, Software Development, Cross-functional Team..., SharePoint, SDLC, MS Project, Software Documentation, Access, Program Management, Process Improvement, Management, Risk Management, Testing
Education
Pfeiffer University 2009 — 2011
MBA, Master of Business Administration
University of North Carolina at Charlotte 2006 — 2008
BS, Computer Science
Randi Kibbie Randi Kibbie's Wells Fargo Bank Experience May 2003 - March 2009
Job Owner
Industry Restaurants
Experience
Olivia's Bagels January 2010 - Present
Wells Fargo Bank May 2003 - March 2009
Education
Pierce College at Puyallup
Olivia's Bagels January 2010 - Present
Wells Fargo Bank May 2003 - March 2009
Education
Pierce College at Puyallup
Jason Hansom Jason Hansom's Wells Fargo Bank Experience November 2002 - Present
Job Learning and Development Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2002 - Present
Homestore.com Inc January 2001 - November 2002
Buster's Restaurant March 1996 - October 2000
Skills
Adobe Acrobat, Captivate, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Branding & Identity, Presenter, SharePoint Designer, Training Delivery, Instructional Design, Leadership Development, Process Improvement, Team Building, Coaching, E-Learning
Education
Phoenix College 1992 — 1993
Bachelor, Business Administration
Greenway High School 1988 — 1992
Wells Fargo Bank November 2002 - Present
Homestore.com Inc January 2001 - November 2002
Buster's Restaurant March 1996 - October 2000
Skills
Adobe Acrobat, Captivate, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Branding & Identity, Presenter, SharePoint Designer, Training Delivery, Instructional Design, Leadership Development, Process Improvement, Team Building, Coaching, E-Learning
Education
Phoenix College 1992 — 1993
Bachelor, Business Administration
Greenway High School 1988 — 1992
James Reagan's Wells Fargo Bank Experience January 2007 - December 2010
Job Data Warehouse Analyst at Desert Schools Federal Credit Union
Industry Information Technology and Services
Experience
Desert Schools Federal Credit Union March 2015 - Present
Dignity Health May 2014 - February 2015
Providence Health & Services August 2013 - March 2014
Bank of America August 2011 - June 2013
Wells Fargo Bank January 2007 - December 2010
Wells Fargo Bank January 2002 - December 2006
Reagan & Associates January 1998 - January 2002
United States Postal Service January 1996 - January 1998
Skills
Risk Management, Business Intelligence, Performance Management, Program Management, Analytics, ETL, Analysis, Credit, Strategy, Call Centers, Management, Business Analysis, Business Requirements, Data Warehousing, PMO, Enterprise Architecture, Leadership, Business Process, Banking, Forecasting, Change Management, SAS, Vendor Management, Project Management, Software Documentation, SDLC, Process Improvement, Requirements Gathering, Strategic Planning, Access, Portfolio Management, Finance, SharePoint, Integration, Cognos, Microsoft SQL Server, Financial Services, Business Process...
Education
Phoenix College 1998 — 1999
Certificate, Programming and Systems Analysis
Cascade College (formerly Columbia Christian College) 1986 — 1990
B.A, Liberal Arts; Religious Studies, Business, Science
Desert Schools Federal Credit Union March 2015 - Present
Dignity Health May 2014 - February 2015
Providence Health & Services August 2013 - March 2014
Bank of America August 2011 - June 2013
Wells Fargo Bank January 2007 - December 2010
Wells Fargo Bank January 2002 - December 2006
Reagan & Associates January 1998 - January 2002
United States Postal Service January 1996 - January 1998
Skills
Risk Management, Business Intelligence, Performance Management, Program Management, Analytics, ETL, Analysis, Credit, Strategy, Call Centers, Management, Business Analysis, Business Requirements, Data Warehousing, PMO, Enterprise Architecture, Leadership, Business Process, Banking, Forecasting, Change Management, SAS, Vendor Management, Project Management, Software Documentation, SDLC, Process Improvement, Requirements Gathering, Strategic Planning, Access, Portfolio Management, Finance, SharePoint, Integration, Cognos, Microsoft SQL Server, Financial Services, Business Process...
Education
Phoenix College 1998 — 1999
Certificate, Programming and Systems Analysis
Cascade College (formerly Columbia Christian College) 1986 — 1990
B.A, Liberal Arts; Religious Studies, Business, Science
Jeff Teetsel Jeff Teetsel's Wells Fargo Bank Experience 1992 - 1994
Job Principal at Teetsel Properties, LLC
Industry Commercial Real Estate
Experience
Teetsel Properties, LLC March 2011 - Present
Privately Held Development Company March 2008 - March 2011
iStar Financial July 2007 - March 2008
Fremont Investment & Loan April 1997 - June 2007
Ernst & Young April 2004 - April 2007
Wells Fargo Bank 1992 - 1994
Education
Penn State University 1985 — 1989
B.S., Real Estate
Teetsel Properties, LLC March 2011 - Present
Privately Held Development Company March 2008 - March 2011
iStar Financial July 2007 - March 2008
Fremont Investment & Loan April 1997 - June 2007
Ernst & Young April 2004 - April 2007
Wells Fargo Bank 1992 - 1994
Education
Penn State University 1985 — 1989
B.S., Real Estate
Lambert Bunker Lambert Bunker's Wells Fargo Bank Experience 1992 - 1995
Job AthenaInvest
Industry Financial Services
Experience
AthenaInvest November 2009 - Present
Boys & Girls Clubs of Metro Denver January 2002 - Present
BusyLife Software January 2012 - January 2014
Integrated People Solutions October 2008 - November 2009
Primitive Logic March 2007 - October 2008
Charles Schwab 1995 - 2007
Charles Schwab 1995 - 2000
Wells Fargo Bank 1992 - 1995
1st Nationwide Bank 1987 - 1992
Bank Of America 1986 - 1987
Skills
Strategic Planning, Business Transformation, Product Development, Investments, Asset Management, Asset Managment, Sales, Management, Leadership, Strategy, Business Development, Business Strategy, Financial Services, Project Management, Entrepreneurship, Mobile Devices, Strategic Partnerships, Business Services, Marketing, E-commerce, Vendor Management, SaaS, Financial Analysis, Analysis, Start-ups, Executive Management, Management Consulting, Consulting, Integrated Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1997
MBA
University of the Pacific 1982 — 1985
BS, Economics
AthenaInvest November 2009 - Present
Boys & Girls Clubs of Metro Denver January 2002 - Present
BusyLife Software January 2012 - January 2014
Integrated People Solutions October 2008 - November 2009
Primitive Logic March 2007 - October 2008
Charles Schwab 1995 - 2007
Charles Schwab 1995 - 2000
Wells Fargo Bank 1992 - 1995
1st Nationwide Bank 1987 - 1992
Bank Of America 1986 - 1987
Skills
Strategic Planning, Business Transformation, Product Development, Investments, Asset Management, Asset Managment, Sales, Management, Leadership, Strategy, Business Development, Business Strategy, Financial Services, Project Management, Entrepreneurship, Mobile Devices, Strategic Partnerships, Business Services, Marketing, E-commerce, Vendor Management, SaaS, Financial Analysis, Analysis, Start-ups, Executive Management, Management Consulting, Consulting, Integrated Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1997
MBA
University of the Pacific 1982 — 1985
BS, Economics
Joshua Bastian Joshua Bastian's Wells Fargo Bank Experience June 2015 - Present
Job BSIT, CISSP, CEH, CHFI
Industry Information Technology and Services
Experience
Wells Fargo Bank June 2015 - Present
Isola Group October 2013 - Present
Private August 2013 - May 2014
Honeywell/DISYS June 2013 - August 2013
Total Transit Inc October 2011 - June 2013
Ntegrate IT Advisors July 2010 - October 2011
Allied Barton September 2010 - August 2011
Envoy Data Corporation June 2010 - July 2010
OrthoScan Inc July 2009 - November 2009
Dibble Engineering April 2008 - March 2009
Skills
Project Management, Windows Server, Security, Active Directory, Disaster Recovery, Servers, Business Continuity, Information Security, Data Center, Troubleshooting, Computer Security, SharePoint, Cisco Technologies, Networking, Operating Systems, DNS, Technical Support, Microsoft Exchange, TCP/IP, Hardware, Computer Hardware, Linux, Windows, Cloud Computing, VoIP, System Deployment, Information Technology, VPN, Software Installation, Management, Testing, Help Desk Support, LAN-WAN, Storage
Education
Penn State University 2015 — 2017
Masters of Professional Studies in Homeland Security, Information Security and Forensics Option
ISC2 2014 — 2015
CISSP Certification ID: 509149, Information Security
EC-COUNCIL 2014 — 2014
CHFI Certification number: ECC20684734774, Information Security
EC-COUNCIL 2014 — 2014
CEH Certification Number ECC36908915272, Information Security
Western International University 2000 — 2006
Bachelor of Science, Information Technology Management
Wells Fargo Bank June 2015 - Present
Isola Group October 2013 - Present
Private August 2013 - May 2014
Honeywell/DISYS June 2013 - August 2013
Total Transit Inc October 2011 - June 2013
Ntegrate IT Advisors July 2010 - October 2011
Allied Barton September 2010 - August 2011
Envoy Data Corporation June 2010 - July 2010
OrthoScan Inc July 2009 - November 2009
Dibble Engineering April 2008 - March 2009
Skills
Project Management, Windows Server, Security, Active Directory, Disaster Recovery, Servers, Business Continuity, Information Security, Data Center, Troubleshooting, Computer Security, SharePoint, Cisco Technologies, Networking, Operating Systems, DNS, Technical Support, Microsoft Exchange, TCP/IP, Hardware, Computer Hardware, Linux, Windows, Cloud Computing, VoIP, System Deployment, Information Technology, VPN, Software Installation, Management, Testing, Help Desk Support, LAN-WAN, Storage
Education
Penn State University 2015 — 2017
Masters of Professional Studies in Homeland Security, Information Security and Forensics Option
ISC2 2014 — 2015
CISSP Certification ID: 509149, Information Security
EC-COUNCIL 2014 — 2014
CHFI Certification number: ECC20684734774, Information Security
EC-COUNCIL 2014 — 2014
CEH Certification Number ECC36908915272, Information Security
Western International University 2000 — 2006
Bachelor of Science, Information Technology Management
MaryHelen Sanchez MaryHelen Sanchez's Wells Fargo Bank Experience October 1999 - August 2000
Job Debt collector at Bureau Of Economic phx,AZ
Industry Hospital & Health Care
Experience
Medical billing phx,AZ June 2010 - Present
Costco Wholesale August 2001 - November 2003
Costco Wholesale March 2000 - August 2003
Wells Fargo Bank October 1999 - August 2000
St. Vincent De Paul January 2000 - February 2000
Arrowhead hospital November 1996 - August 1997
Education
MaryVale High School
GED, Basics
Phoenix College
Medical billing phx,AZ June 2010 - Present
Costco Wholesale August 2001 - November 2003
Costco Wholesale March 2000 - August 2003
Wells Fargo Bank October 1999 - August 2000
St. Vincent De Paul January 2000 - February 2000
Arrowhead hospital November 1996 - August 1997
Education
MaryVale High School
GED, Basics
Phoenix College
Stanford (Stan) Nielson Stanford (Stan) Nielson's Wells Fargo Bank Experience October 2011 - June 2013
Job Sr. Business Banking Officer
Industry Banking
Experience
Wells Fargo Bank October 2011 - June 2013
Zions Bank January 1999 - January 2009
Zions Bank January 1999 - January 2004
Law Offices of Stanford Nielson January 1981 - January 1998
Skills
Loans, Financial Analysis, Account Management, Personal Training, Leadership, Business Development, Sales, Credit, Finance, Strategy, Management, Portfolio Management, Corporate Law, Credit Analysis, Commercial Banking, Relationship Management, Cash Management, Mergers & Acquisitions, Banking, Investments, Underwriting, Commercial Lending, Real Estate, Insurance, Treasury Management, Lines Of Credit, Financial Structuring, Risk Management, Mortgage Lending
Education
Pepperdine University School of Law 1978 — 1981
J.D., Law
Utah State University.
B.S., Political Science and Government
Wells Fargo Bank October 2011 - June 2013
Zions Bank January 1999 - January 2009
Zions Bank January 1999 - January 2004
Law Offices of Stanford Nielson January 1981 - January 1998
Skills
Loans, Financial Analysis, Account Management, Personal Training, Leadership, Business Development, Sales, Credit, Finance, Strategy, Management, Portfolio Management, Corporate Law, Credit Analysis, Commercial Banking, Relationship Management, Cash Management, Mergers & Acquisitions, Banking, Investments, Underwriting, Commercial Lending, Real Estate, Insurance, Treasury Management, Lines Of Credit, Financial Structuring, Risk Management, Mortgage Lending
Education
Pepperdine University School of Law 1978 — 1981
J.D., Law
Utah State University.
B.S., Political Science and Government
Julie Green Rommel Julie Green Rommel's Wells Fargo Bank Experience 1995 - 2003
Job Corporate Communications Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
Wells Fargo August 2011 - Present
Wells Fargo 2003 - Present
Wells Fargo Bank 1995 - 2003
Wells Fargo 1986 - 1995
Education
Pepperdine University 1989 — 1991
MBA
University of California, Los Angeles 1979 — 1982
Bachelor of Arts, Political Science
Wells Fargo June 2014 - Present
Wells Fargo August 2011 - Present
Wells Fargo 2003 - Present
Wells Fargo Bank 1995 - 2003
Wells Fargo 1986 - 1995
Education
Pepperdine University 1989 — 1991
MBA
University of California, Los Angeles 1979 — 1982
Bachelor of Arts, Political Science
Derrick Rideaux's Wells Fargo Bank Experience April 2010 - April 2013
Job Branch Manager at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo April 2013 - Present
Wells Fargo Bank April 2010 - April 2013
Education
Penn State University
Wells Fargo April 2013 - Present
Wells Fargo Bank April 2010 - April 2013
Education
Penn State University
Alyssa Pearson Alyssa Pearson's Wells Fargo Bank Experience August 2011 - Present
Job Senior Vice President and Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2011 - Present
Bank of the West June 2002 - August 2011
City National Bank September 2000 - June 2002
Imperial Bank 1997 - 2000
Bank of America November 1994 - December 1996
Bank of Hawaii September 1992 - November 1994
Skills
Commercial Lending, Business Development, Financial Analysis, New Business Development, Account Management, Cash Management, Commercial Banking, Loans, Relationship Management, Underwriting, Portfolio Management, Credit Analysis, Banking, Credit, Small Business Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Business Administration
University of California, Santa Barbara 1989 — 1992
B.A., Business Economics
Torrey Pines High School 1984 — 1988
Wells Fargo Bank August 2011 - Present
Bank of the West June 2002 - August 2011
City National Bank September 2000 - June 2002
Imperial Bank 1997 - 2000
Bank of America November 1994 - December 1996
Bank of Hawaii September 1992 - November 1994
Skills
Commercial Lending, Business Development, Financial Analysis, New Business Development, Account Management, Cash Management, Commercial Banking, Loans, Relationship Management, Underwriting, Portfolio Management, Credit Analysis, Banking, Credit, Small Business Lending
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1996 — 1998
MBA, Business Administration
University of California, Santa Barbara 1989 — 1992
B.A., Business Economics
Torrey Pines High School 1984 — 1988
Justin J Lee, MBA's Wells Fargo Bank Experience January 2008 - February 2009
Job VP, Market Sales Manager at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America March 2015 - July 2015
Bank of America January 2012 - March 2015
Bank of America February 2011 - January 2012
Bank of America August 2009 - February 2011
Wells Fargo Bank January 2008 - February 2009
Wells Fargo Financial July 2003 - December 2007
Skills
General Management, Banking, Loans, Resource Management, Business Development, Small Business Lending, Mortgage Lending, Commercial Lending, Strategy Planning, Risk Management, Credit, Consumer Lending, Credit Analysis, Loan Origination, Underwriting, Retail Banking, Portfolio Management, Financial Analysis, Cash Management, Financial Services, Strategic Planning, Leadership, Commercial Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2014
MBA, General
University of California, San Diego 1997 — 2001
Bachelor of Science, Management Science
Bank of America July 2015 - Present
Bank of America March 2015 - July 2015
Bank of America January 2012 - March 2015
Bank of America February 2011 - January 2012
Bank of America August 2009 - February 2011
Wells Fargo Bank January 2008 - February 2009
Wells Fargo Financial July 2003 - December 2007
Skills
General Management, Banking, Loans, Resource Management, Business Development, Small Business Lending, Mortgage Lending, Commercial Lending, Strategy Planning, Risk Management, Credit, Consumer Lending, Credit Analysis, Loan Origination, Underwriting, Retail Banking, Portfolio Management, Financial Analysis, Cash Management, Financial Services, Strategic Planning, Leadership, Commercial Banking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2014
MBA, General
University of California, San Diego 1997 — 2001
Bachelor of Science, Management Science
Celeste Magill Celeste Magill's Wells Fargo Bank Experience April 2015 - Present
Job Recruiter at Wells Fargo
Industry Human Resources
Experience
Wells Fargo Bank April 2015 - Present
Primary Financial Services February 2014 - December 2014
Revlon December 1991 - June 1996
Skills
Recruiting, Human Resources, Interviews, Talent Acquisition, Onboarding, Sourcing, Employee Benefits, Training, Technical Recruiting, Internet Recruiting, Applicant Tracking..., College Recruiting, Sales
Education
Phoenix College
Wells Fargo Bank April 2015 - Present
Primary Financial Services February 2014 - December 2014
Revlon December 1991 - June 1996
Skills
Recruiting, Human Resources, Interviews, Talent Acquisition, Onboarding, Sourcing, Employee Benefits, Training, Technical Recruiting, Internet Recruiting, Applicant Tracking..., College Recruiting, Sales
Education
Phoenix College
Staci Bern's Wells Fargo Bank Experience September 2010 - September 2011
Job J.D.; Pursuing employment opportunities.
Industry Law Practice
Experience
Schmeiser, Olsen & Watts September 2014 - June 2015
Blythe Grace PLLC February 2014 - October 2014
Leon Law, PLLC June 2013 - January 2014
Gregg R. Woodnick, PLLC December 2011 - August 2012
Stinson Morrison Hecker September 2011 - December 2011
Wells Fargo Bank September 2010 - September 2011
Skills
Nonprofits, Civil Litigation, Financial Modeling, Strategic Planning, Event Planning, Data Analysis, Financial Analysis, Research, Trials, Courts, Legal Research, Criminal Law, Litigation, Westlaw, Public Speaking, Personal Injury, Legal Writing
Education
Phoenix School of Law 2012 — 2015
Juris Doctor (J.D.)
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Psychology and Studio Art
Schmeiser, Olsen & Watts September 2014 - June 2015
Blythe Grace PLLC February 2014 - October 2014
Leon Law, PLLC June 2013 - January 2014
Gregg R. Woodnick, PLLC December 2011 - August 2012
Stinson Morrison Hecker September 2011 - December 2011
Wells Fargo Bank September 2010 - September 2011
Skills
Nonprofits, Civil Litigation, Financial Modeling, Strategic Planning, Event Planning, Data Analysis, Financial Analysis, Research, Trials, Courts, Legal Research, Criminal Law, Litigation, Westlaw, Public Speaking, Personal Injury, Legal Writing
Education
Phoenix School of Law 2012 — 2015
Juris Doctor (J.D.)
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (B.A.), Psychology and Studio Art
Hong (Hong Mao) Bynum's Wells Fargo Bank Experience April 2001 - November 2004
Job Retail Service Manager at Kinecta Federal Credit Union
Industry Financial Services
Experience
Kinecta Federal Credit Union October 2014 - Present
Kinecta Federal Credit Union September 2010 - Present
First Federal Bank of California November 2004 - October 2006
Wells Fargo Bank April 2001 - November 2004
Skills
Credit, Risk Management, Loans, Leadership, Banking, Branch Banking, Mortgage Lending, Customer Service, Commercial Lending, Customer Satisfaction, Business Development, Credit Analysis, Finance, Consumer Lending, Relationship Management, Management, Sales, Real Estate, Executive Management, Loan Origination, Portfolio Management, Financial Services, Small Business Lending, Mortgage Banking, Commercial Banking, Training, Investments, Credit Cards, Branch Management, Analysis, Retail Banking, Coaching, Credit Unions, Lines Of Credit, Small Business, Strategic Planning, Budgets, Marketing, Cash Management, Team Leadership, Recruiting, Performance Management, Human Resources, Process Improvement
Education
California State University-Long Beach
Project Management Essential
Pepperdine University, The George L. Graziadio School of Business and Management
Kinecta Federal Credit Union October 2014 - Present
Kinecta Federal Credit Union September 2010 - Present
First Federal Bank of California November 2004 - October 2006
Wells Fargo Bank April 2001 - November 2004
Skills
Credit, Risk Management, Loans, Leadership, Banking, Branch Banking, Mortgage Lending, Customer Service, Commercial Lending, Customer Satisfaction, Business Development, Credit Analysis, Finance, Consumer Lending, Relationship Management, Management, Sales, Real Estate, Executive Management, Loan Origination, Portfolio Management, Financial Services, Small Business Lending, Mortgage Banking, Commercial Banking, Training, Investments, Credit Cards, Branch Management, Analysis, Retail Banking, Coaching, Credit Unions, Lines Of Credit, Small Business, Strategic Planning, Budgets, Marketing, Cash Management, Team Leadership, Recruiting, Performance Management, Human Resources, Process Improvement
Education
California State University-Long Beach
Project Management Essential
Pepperdine University, The George L. Graziadio School of Business and Management
Bart Rivera Bart Rivera's Wells Fargo Bank Experience June 2004 - Present
Job Store Manager A.V.P. at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2004 - Present
Philadelphia December 2010 - July 2011
Equity One Mortgage January 2001 - April 2004
Skills
Sales, Mortgage Lending, Management, Banking, Credit, Retail Banking, Loans, Team Building, Small Business, Customer Service, Building Relationships, Coaching, Sales Management, Business Strategy, Team Leadership, Strategic Planning, Consumer Lending, Leadership, Branch Banking, Sales Process, Relationship Management, Property Management, Credit Analysis, Mentoring Of Staff, Entrepreneurship, Managerial Finance, Dependable Team Player, Employee Engagement, Coaching Staff, Sales Presentations
Education
Pennco Tech-Bristol 1989 — 1990
Associate's degree, Specialized Technician
Wells Fargo Bank June 2004 - Present
Philadelphia December 2010 - July 2011
Equity One Mortgage January 2001 - April 2004
Skills
Sales, Mortgage Lending, Management, Banking, Credit, Retail Banking, Loans, Team Building, Small Business, Customer Service, Building Relationships, Coaching, Sales Management, Business Strategy, Team Leadership, Strategic Planning, Consumer Lending, Leadership, Branch Banking, Sales Process, Relationship Management, Property Management, Credit Analysis, Mentoring Of Staff, Entrepreneurship, Managerial Finance, Dependable Team Player, Employee Engagement, Coaching Staff, Sales Presentations
Education
Pennco Tech-Bristol 1989 — 1990
Associate's degree, Specialized Technician
Heather Gormley Heather Gormley's Wells Fargo Bank Experience August 2010 - January 2011
Job Portfolio Analyst at Western Asset Management
Industry Financial Services
Experience
Western Asset Management July 2014 - Present
Market Street Advisors September 2013 - July 2014
Market Street Advisors January 2011 - September 2013
Wells Fargo Bank August 2010 - January 2011
Wells Fargo Financial May 2010 - August 2010
Skills
Financial Services, Mutual Funds, Trading, Credit, Securities, Banking, Financial Risk, Finance, Fixed Income, Account Reconciliation, Equities, Wealth Management
Education
Penn State University 2006 — 2010
BS, Finance
Western Asset Management July 2014 - Present
Market Street Advisors September 2013 - July 2014
Market Street Advisors January 2011 - September 2013
Wells Fargo Bank August 2010 - January 2011
Wells Fargo Financial May 2010 - August 2010
Skills
Financial Services, Mutual Funds, Trading, Credit, Securities, Banking, Financial Risk, Finance, Fixed Income, Account Reconciliation, Equities, Wealth Management
Education
Penn State University 2006 — 2010
BS, Finance
Amanda Annas Amanda Annas's Wells Fargo Bank Experience October 2010 - December 2012
Job Relationship Manager at The Keane Organization
Industry Financial Services
Experience
Andersen Corporation June 2015 - Present
The Keane Organization September 2013 - March 2015
Citizens Bank December 2012 - September 2013
Wells Fargo Bank October 2010 - December 2012
Wells Fargo August 2010 - October 2010
Wells Fargo Financial May 2010 - July 2010
Focus Talent & Promotions August 2009 - May 2010
Skills
Sales, Banking, Relationship Management, Loans, Credit, Consumer Lending, Small Business Lending, Management, Customer Service, Financial Services, Portfolio Management, Mortgage Banking, Loan Origination, Financial Planning, Finance, Account Management, Sales Operations, Mortgage Lending, Customer Satisfaction, Strategic Financial..., Retirement Planning, Training, Retail, Sales Management, Leadership, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science, Business Management, 3.42 GPA
Andersen Corporation June 2015 - Present
The Keane Organization September 2013 - March 2015
Citizens Bank December 2012 - September 2013
Wells Fargo Bank October 2010 - December 2012
Wells Fargo August 2010 - October 2010
Wells Fargo Financial May 2010 - July 2010
Focus Talent & Promotions August 2009 - May 2010
Skills
Sales, Banking, Relationship Management, Loans, Credit, Consumer Lending, Small Business Lending, Management, Customer Service, Financial Services, Portfolio Management, Mortgage Banking, Loan Origination, Financial Planning, Finance, Account Management, Sales Operations, Mortgage Lending, Customer Satisfaction, Strategic Financial..., Retirement Planning, Training, Retail, Sales Management, Leadership, Microsoft Office, Microsoft Excel, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science, Business Management, 3.42 GPA
Danny S Roberts Danny S Roberts's Wells Fargo Bank Experience January 2009 - February 2012
Job Vice President Banking
Industry Financial Services
Experience
Citibank May 2012 - Present
Wells Fargo Bank January 2009 - February 2012
WACHOVIA BANK December 2003 - December 2009
Fleet Credit Card Services September 2003 - December 2003
Skills
Banking, Customer Service, Series 7, Portfolio Management, Customer Relations, Problem Solving, Word, PowerPoint, Analysis, Financial Planning, Strategic Planning, Teamwork, Investments, Retail, Coaching, Sales Management, Budgeting, Forecasting, Team Building, Strategic Financial..., Commercial Lending, Marketing, New Business Development, Budgets, Retail Banking, Loans, Management, Business Development, Credit, Sales
Education
Philadelphia University 2001 — 2005
BACHELORS DEGREE, BUSINESS ADMINISTRATION; Finance
University at Albany, SUNY 1991 — 1993
Business
Citibank May 2012 - Present
Wells Fargo Bank January 2009 - February 2012
WACHOVIA BANK December 2003 - December 2009
Fleet Credit Card Services September 2003 - December 2003
Skills
Banking, Customer Service, Series 7, Portfolio Management, Customer Relations, Problem Solving, Word, PowerPoint, Analysis, Financial Planning, Strategic Planning, Teamwork, Investments, Retail, Coaching, Sales Management, Budgeting, Forecasting, Team Building, Strategic Financial..., Commercial Lending, Marketing, New Business Development, Budgets, Retail Banking, Loans, Management, Business Development, Credit, Sales
Education
Philadelphia University 2001 — 2005
BACHELORS DEGREE, BUSINESS ADMINISTRATION; Finance
University at Albany, SUNY 1991 — 1993
Business
Destinee Hawk Destinee Hawk's Wells Fargo Bank Experience June 2011 - January 2014
Job Regional Administrative Assistant at PNC Mortgage
Industry Real Estate
Experience
PNC Mortgage (Unofficial) October 2014 - Present
Atlanta Board of REALTORS June 2014 - October 2014
Ameris Bank February 2014 - May 2014
Wells Fargo Bank June 2011 - January 2014
Whitney Bank November 2010 - June 2011
Navy Federal Credit Union August 2006 - June 2010
Skills
Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Refinance, Loans, USDA, FHA financing, VA loans, Residential Mortgages, Credit, Consumer Lending, Banking, Credit Analysis, Mortgage Underwriting, Mortgage Servicing, Commercial Lending, Underwriting, Government Loans, Mortgage Marketing, Finance, VA Loans, First Time Home Buyers, FHA Financing, Investment Properties
Education
University of West Florida 2010 — 2012
Bachelor of Science in Business Administration, Management Information Systems
Pensacola Junior College 2006 — 2008
Associate of Arts, Business Administration
PNC Mortgage (Unofficial) October 2014 - Present
Atlanta Board of REALTORS June 2014 - October 2014
Ameris Bank February 2014 - May 2014
Wells Fargo Bank June 2011 - January 2014
Whitney Bank November 2010 - June 2011
Navy Federal Credit Union August 2006 - June 2010
Skills
Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Refinance, Loans, USDA, FHA financing, VA loans, Residential Mortgages, Credit, Consumer Lending, Banking, Credit Analysis, Mortgage Underwriting, Mortgage Servicing, Commercial Lending, Underwriting, Government Loans, Mortgage Marketing, Finance, VA Loans, First Time Home Buyers, FHA Financing, Investment Properties
Education
University of West Florida 2010 — 2012
Bachelor of Science in Business Administration, Management Information Systems
Pensacola Junior College 2006 — 2008
Associate of Arts, Business Administration
Tasha Fifer's Wells Fargo Bank Experience September 1999 - October 2001
Job Office Manager at Lamar Advertising
Industry Marketing and Advertising
Experience
Lamar Advertising February 2005 - Present
MDS Pharma Services October 2001 - February 2005
Wells Fargo Bank September 1999 - October 2001
National Bank of Commerce September 1997 - September 1999
Skills
Outlook, Excel, Word, Accounts Receivable, Budgeting, Customer Service, Microsoft Office, Accounts Payable, Spreadsheets, General Ledger, Account Management, Administrative..., Advertising, Analysis, Auditing, Budgets, Event Planning, Financial Reporting, Forecasting, Invoicing, Management, Microsoft Excel, Office Management, PowerPoint, Recruiting, Sales, Microsoft Word
Education
Peru State College 2001 — 2002
Bachelors
Southeast Community College 1998 — 2001
Associates
Lamar Advertising February 2005 - Present
MDS Pharma Services October 2001 - February 2005
Wells Fargo Bank September 1999 - October 2001
National Bank of Commerce September 1997 - September 1999
Skills
Outlook, Excel, Word, Accounts Receivable, Budgeting, Customer Service, Microsoft Office, Accounts Payable, Spreadsheets, General Ledger, Account Management, Administrative..., Advertising, Analysis, Auditing, Budgets, Event Planning, Financial Reporting, Forecasting, Invoicing, Management, Microsoft Excel, Office Management, PowerPoint, Recruiting, Sales, Microsoft Word
Education
Peru State College 2001 — 2002
Bachelors
Southeast Community College 1998 — 2001
Associates
Kim Kochsiek Kim Kochsiek's Wells Fargo Bank Experience August 2012 - Present
Job Commercial Loan Officer at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank August 2012 - Present
BRIGHTSTAR GOLF GROUP LLC (BGG) 2005 - 2011
CITICAPITAL / ASSOCIATES COMMERCIAL CAPITAL 1997 - 2005
SENIOR TOUR PLAYERS DEVELOPMENT, INC. 1995 - 1996
GOLF ENTERPRISES, INC 1991 - 1995
COOPERS & LYBRAND 1990 - 1991
Skills
Due Diligence, Financial Analysis, Mergers, Financial Modeling, Valuation, Real Estate, Contract Negotiation, Investments, Budgets, Finance, Portfolio Management, Investment Properties, Business Valuation, Management, Leadership, Golf, Negotiation, Strategic Planning, Business Development, Start-ups, Mergers & Acquisitions, Real Estate Economics, Executive Management, Financial Reporting, Risk Management, Accounting, Sales, Loans, Restructuring, Credit, Leases, Financial Services, Asset Management, Underwriting, Structured Finance, Acquisitions, Commercial Lending, Credit Analysis, Real Estate Financing, Asset Based Lending, Loan Origination, Commercial Real Estate
Education
Pepperdine University 1983 — 1985
Masters, Business Administration
University of Southern California
Bachelor of Arts, Psychology
Wells Fargo Bank August 2012 - Present
BRIGHTSTAR GOLF GROUP LLC (BGG) 2005 - 2011
CITICAPITAL / ASSOCIATES COMMERCIAL CAPITAL 1997 - 2005
SENIOR TOUR PLAYERS DEVELOPMENT, INC. 1995 - 1996
GOLF ENTERPRISES, INC 1991 - 1995
COOPERS & LYBRAND 1990 - 1991
Skills
Due Diligence, Financial Analysis, Mergers, Financial Modeling, Valuation, Real Estate, Contract Negotiation, Investments, Budgets, Finance, Portfolio Management, Investment Properties, Business Valuation, Management, Leadership, Golf, Negotiation, Strategic Planning, Business Development, Start-ups, Mergers & Acquisitions, Real Estate Economics, Executive Management, Financial Reporting, Risk Management, Accounting, Sales, Loans, Restructuring, Credit, Leases, Financial Services, Asset Management, Underwriting, Structured Finance, Acquisitions, Commercial Lending, Credit Analysis, Real Estate Financing, Asset Based Lending, Loan Origination, Commercial Real Estate
Education
Pepperdine University 1983 — 1985
Masters, Business Administration
University of Southern California
Bachelor of Arts, Psychology
Santanya Livsey Santanya Livsey's Wells Fargo Bank Experience February 2005 - August 2005
Job Associate Agent at Redfin
Industry Real Estate
Experience
Redfin May 2012 - Present
Prudential California Realty November 2011 - May 2012
Bank of the West December 2006 - November 2009
Universal Savings Bank November 2005 - August 2006
Wells Fargo Bank February 2005 - August 2005
Indy Mac Bank September 2002 - February 2005
Terran Systems, Inc June 1999 - October 2001
American InterContinental University August 1998 - May 1999
LA Cellular (AT&T) March 1997 - June 1998
Jeffrey Kalban Architects 1994 - 1996
Skills
Loans, Underwriting, Funding, Investments, Mortgage, Real Estate, Credit, Mortgage Lending
Education
Pepperdine University Graziadio School of Business and Management 2008 — 2014
MBA, Management and Leadership Emphasis
Pepperdine University 1995 — 1997
Bachelor of Science, Business Management
West Los Angeles College 1993 — 1995
Associate of Arts, Liberal Arts
Downtown Business Magnet High School 1983 — 1986
Diploma, Computer Programming/Mathematics
Griffith Junior High 1982 — 1983
Computer Science
John Burroughs Junior High 1980 — 1982
Wilton Place Elementary School 1976 — 1980
Redfin May 2012 - Present
Prudential California Realty November 2011 - May 2012
Bank of the West December 2006 - November 2009
Universal Savings Bank November 2005 - August 2006
Wells Fargo Bank February 2005 - August 2005
Indy Mac Bank September 2002 - February 2005
Terran Systems, Inc June 1999 - October 2001
American InterContinental University August 1998 - May 1999
LA Cellular (AT&T) March 1997 - June 1998
Jeffrey Kalban Architects 1994 - 1996
Skills
Loans, Underwriting, Funding, Investments, Mortgage, Real Estate, Credit, Mortgage Lending
Education
Pepperdine University Graziadio School of Business and Management 2008 — 2014
MBA, Management and Leadership Emphasis
Pepperdine University 1995 — 1997
Bachelor of Science, Business Management
West Los Angeles College 1993 — 1995
Associate of Arts, Liberal Arts
Downtown Business Magnet High School 1983 — 1986
Diploma, Computer Programming/Mathematics
Griffith Junior High 1982 — 1983
Computer Science
John Burroughs Junior High 1980 — 1982
Wilton Place Elementary School 1976 — 1980
Loren Porter Loren Porter's Wells Fargo Bank Experience June 2003 - July 2012
Job Business Liasion Consultant 1 at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo July 2012 - December 2014
Wells Fargo Bank June 2003 - July 2012
Wells Fargo Bank November 2000 - June 2003
Wells Fargo Home Mortgage February 1996 - November 2000
Skills
Banking, Loans, Credit, Refinance, FHA, Loan Origination, Mortgage Lending, Residential Mortgages, Mortgage Banking, Consumer Lending, Loan Servicing, Mortgage Servicing, Underwriting, VA loans, Investments, Credit Analysis
Education
Pensacola Christian College 1988 — 1992
BS, Business Administration
Pensacola Christian College
Wells Fargo January 2015 - Present
Wells Fargo July 2012 - December 2014
Wells Fargo Bank June 2003 - July 2012
Wells Fargo Bank November 2000 - June 2003
Wells Fargo Home Mortgage February 1996 - November 2000
Skills
Banking, Loans, Credit, Refinance, FHA, Loan Origination, Mortgage Lending, Residential Mortgages, Mortgage Banking, Consumer Lending, Loan Servicing, Mortgage Servicing, Underwriting, VA loans, Investments, Credit Analysis
Education
Pensacola Christian College 1988 — 1992
BS, Business Administration
Pensacola Christian College
Scott Caulkins, MBA, PMP Scott Caulkins, MBA, PMP's Wells Fargo Bank Experience 2006 - Present
Job Regional Manager, Vice President, Corporate Properties at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank 2006 - Present
McKesson 2003 - 2005
H&A Architects & Engineers 2001 - 2003
U.S. Department of State 1992 - 1999
Clark Construction 1988 - 1992
DynCorp International 1986 - 1988
Skills
Program Management, Proposal Writing, Contract Management, Project Management, Contract Negotiation, Project Planning, Process Scheduler, Facilities Management, Construction Management, Construction, Strategic Planning, MS Project, Budgets, Microsoft Office, PMP, Global Client Management, Engineering, building design, Leadership, Team Building, Vendor Management, Microsoft Excel
Education
The College of William and Mary 1999 — 2001
MBA, Masters of Business Administration
Pennsylvania State University 1981 — 1986
BAE, Bachelors of Architectural Engineering
Wells Fargo Bank 2006 - Present
McKesson 2003 - 2005
H&A Architects & Engineers 2001 - 2003
U.S. Department of State 1992 - 1999
Clark Construction 1988 - 1992
DynCorp International 1986 - 1988
Skills
Program Management, Proposal Writing, Contract Management, Project Management, Contract Negotiation, Project Planning, Process Scheduler, Facilities Management, Construction Management, Construction, Strategic Planning, MS Project, Budgets, Microsoft Office, PMP, Global Client Management, Engineering, building design, Leadership, Team Building, Vendor Management, Microsoft Excel
Education
The College of William and Mary 1999 — 2001
MBA, Masters of Business Administration
Pennsylvania State University 1981 — 1986
BAE, Bachelors of Architectural Engineering
Chris Ledesma, CAPM Chris Ledesma, CAPM's Wells Fargo Bank Experience April 2004 - March 2009
Job Customer Solutions at PayPal
Industry Financial Services
Experience
PayPal January 2011 - Present
Vangent, Inc. December 2009 - January 2011
Ledesma Brother Companies, LLC November 2008 - September 2010
Wells Fargo Bank April 2004 - March 2009
Wells Fargo Auto Finance Group February 2001 - April 2004
Wells Fargo Auto Finance Group Lien Perfection Work Director April 2000 - February 2001
Auto Finance Group November 1996 - April 2000
Skills
Vendor Management, Customer Satisfaction, Process Improvement, Call Center, Credit, Analysis, Business Strategy, CRM, Budgets, Change Management, Call Centers, Coaching, Cross-functional Team..., Customer Service, Forecasting, Human Resources, Leadership, Microsoft Excel, Management, Negotiation, Operations Management, PMP, Outlook, Program Management, Process Scheduler, Project Planning, Project Management, Public Speaking, Recruiting, Sales, Six Sigma, Strategic Planning, Team Building, Team Leadership, Time Management, Strategy, Training
Education
Project Management Institute 2010 — 2010
Certified Associate in Project Management, Project Management
Phoenix College 2004 — 2008
Associates of Arts, Business Administration
University of California, Los Angeles 2007 — 2007
Other 2005 — 2005
Achieve Global Certification, Training facilitation
Arizona Institute of Business and Technology 1995 — 1997
Associate of Arts Degree, Business Administration
PayPal January 2011 - Present
Vangent, Inc. December 2009 - January 2011
Ledesma Brother Companies, LLC November 2008 - September 2010
Wells Fargo Bank April 2004 - March 2009
Wells Fargo Auto Finance Group February 2001 - April 2004
Wells Fargo Auto Finance Group Lien Perfection Work Director April 2000 - February 2001
Auto Finance Group November 1996 - April 2000
Skills
Vendor Management, Customer Satisfaction, Process Improvement, Call Center, Credit, Analysis, Business Strategy, CRM, Budgets, Change Management, Call Centers, Coaching, Cross-functional Team..., Customer Service, Forecasting, Human Resources, Leadership, Microsoft Excel, Management, Negotiation, Operations Management, PMP, Outlook, Program Management, Process Scheduler, Project Planning, Project Management, Public Speaking, Recruiting, Sales, Six Sigma, Strategic Planning, Team Building, Team Leadership, Time Management, Strategy, Training
Education
Project Management Institute 2010 — 2010
Certified Associate in Project Management, Project Management
Phoenix College 2004 — 2008
Associates of Arts, Business Administration
University of California, Los Angeles 2007 — 2007
Other 2005 — 2005
Achieve Global Certification, Training facilitation
Arizona Institute of Business and Technology 1995 — 1997
Associate of Arts Degree, Business Administration
Kelly Poe Kelly Poe's Wells Fargo Bank Experience August 1994 - February 2006
Job Branch Manager at Great Western Bank
Industry Banking
Experience
Great Western Bank May 2011 - Present
Great Western Bank June 2009 - May 2011
First Community Bank February 2006 - June 2009
Wells Fargo Bank August 1994 - February 2006
Skills
Small Business Lending, Loans, Commercial Banking, Business Development, Banking, Commercial Lending, Mortgage Lending, Cash Management, Customer Service, Refinance, Risk Management, Consumer Lending, Credit, Sales Management, Credit Risk, Retail Banking, Residential Mortgages, Branch Banking, Credit Analysis, Leadership, Strategic Planning
Education
Pikes Peak Community College 1985 — 1988
Associate's degree, Business Administration and Management, General
Great Western Bank May 2011 - Present
Great Western Bank June 2009 - May 2011
First Community Bank February 2006 - June 2009
Wells Fargo Bank August 1994 - February 2006
Skills
Small Business Lending, Loans, Commercial Banking, Business Development, Banking, Commercial Lending, Mortgage Lending, Cash Management, Customer Service, Refinance, Risk Management, Consumer Lending, Credit, Sales Management, Credit Risk, Retail Banking, Residential Mortgages, Branch Banking, Credit Analysis, Leadership, Strategic Planning
Education
Pikes Peak Community College 1985 — 1988
Associate's degree, Business Administration and Management, General
Hans Mangelsdorf Hans Mangelsdorf's Wells Fargo Bank Experience February 1982 - June 1984
Job partner, the Auburn Companies, entertainment, REO, loan portfolio managers, Beverly Hills, CA 90210
Industry Real Estate
Experience
Auburn Companies June 1996 - Present
Resolution Trust Corporation June 1990 - June 1996
American Savings and Loan June 1984 - June 1990
Wells Fargo Bank February 1982 - June 1984
Skills
Real Estate, Asset Management, REO, Property Management, Loans, Banking, Brokerage, Valuation, Portfolio Management, Due Diligence, Negotiation, Investments, Dispositions, Deal Structuring, Film Finance, Project Acquisition, Commercial Real Estate
Education
University of Southern California 1977 — 1979
Real Estate
Pierce College 1974 — 1977
Auburn Companies June 1996 - Present
Resolution Trust Corporation June 1990 - June 1996
American Savings and Loan June 1984 - June 1990
Wells Fargo Bank February 1982 - June 1984
Skills
Real Estate, Asset Management, REO, Property Management, Loans, Banking, Brokerage, Valuation, Portfolio Management, Due Diligence, Negotiation, Investments, Dispositions, Deal Structuring, Film Finance, Project Acquisition, Commercial Real Estate
Education
University of Southern California 1977 — 1979
Real Estate
Pierce College 1974 — 1977
Christopher Bowman's Wells Fargo Bank Experience January 2008 - November 2009
Job VP, Global Production Services at U.S. Bank
Industry Financial Services
Experience
U.S. Bank June 2015 - Present
US Bank January 2012 - Present
Wells Fargo November 2009 - January 2012
Wells Fargo Bank January 2008 - November 2009
Wells Fargo January 2005 - December 2007
Wells Fargo Bank September 2003 - December 2004
Wells Fargo September 2002 - September 2003
Bow n Arrow Technologies January 1999 - August 2002
Skills
IT Management, Coaching, Product Management, Thought Leadership, Six Sigma, Process Improvement, IT Service Management, IT Strategy, Team Building, Change Management, IT Operations, Public Speaking, Problem Solving, Integration, SharePoint, Mentoring, Continuous Improvement, Application Development, Cost Reduction, IT Governance, Process Engineering, SDLC, Entrepreneurship, Business Intelligence, Business Analysis, Disaster Recovery, Leadership, Leadership Development, Software Development, Information Technology, Visio, Vendor Management, Project Management, Banking, Management, PMP, Networking, Business Process..., Enterprise Architecture, Program Management, PMO, Project Portfolio..., Cross-functional Team..., Strategy, Risk Management, Enterprise Software, Operations Management, Business Process, CRM, Portfolio Management
Education
Pepperdine University 1998 — 2002
Business Administration, Business
U.S. Bank June 2015 - Present
US Bank January 2012 - Present
Wells Fargo November 2009 - January 2012
Wells Fargo Bank January 2008 - November 2009
Wells Fargo January 2005 - December 2007
Wells Fargo Bank September 2003 - December 2004
Wells Fargo September 2002 - September 2003
Bow n Arrow Technologies January 1999 - August 2002
Skills
IT Management, Coaching, Product Management, Thought Leadership, Six Sigma, Process Improvement, IT Service Management, IT Strategy, Team Building, Change Management, IT Operations, Public Speaking, Problem Solving, Integration, SharePoint, Mentoring, Continuous Improvement, Application Development, Cost Reduction, IT Governance, Process Engineering, SDLC, Entrepreneurship, Business Intelligence, Business Analysis, Disaster Recovery, Leadership, Leadership Development, Software Development, Information Technology, Visio, Vendor Management, Project Management, Banking, Management, PMP, Networking, Business Process..., Enterprise Architecture, Program Management, PMO, Project Portfolio..., Cross-functional Team..., Strategy, Risk Management, Enterprise Software, Operations Management, Business Process, CRM, Portfolio Management
Education
Pepperdine University 1998 — 2002
Business Administration, Business
David Bolger's Wells Fargo Bank Experience April 2008 - Present
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2008 - Present
Wachovia Bank, NA April 2002 - April 2008
Morgan Stanley September 2000 - April 2002
Skills
Securities, Series 7, Series 63, Portfolio Management, Series 6, Wealth Management, Strategic Financial..., Mutual Funds, Alternative Investments, Financial Modeling, Retirement Planning, Financial Analysis, Small Business Lending, Retirement, Equities, Mortgage Lending, Loans, Investments, Credit Analysis, Asset Managment
Education
Villanova University 2010 — 2012
MBA
Penn State University 1994 — 1999
B.S., Marketing
Wells Fargo Bank April 2008 - Present
Wachovia Bank, NA April 2002 - April 2008
Morgan Stanley September 2000 - April 2002
Skills
Securities, Series 7, Series 63, Portfolio Management, Series 6, Wealth Management, Strategic Financial..., Mutual Funds, Alternative Investments, Financial Modeling, Retirement Planning, Financial Analysis, Small Business Lending, Retirement, Equities, Mortgage Lending, Loans, Investments, Credit Analysis, Asset Managment
Education
Villanova University 2010 — 2012
MBA
Penn State University 1994 — 1999
B.S., Marketing
Dale Murphy's Wells Fargo Bank Experience November 2008 - February 2011
Job Deposit Operations Trust Manager Ally Bank
Industry Financial Services
Experience
Ally Bank April 2013 - Present
SEI January 2011 - September 2012
Wells Fargo Bank November 2008 - February 2011
Wachovia Securities April 2003 - October 2008
Morgan Stanley January 1998 - April 2003
Joseph Ambler Inn April 1996 - January 1998
Rumtopf Design June 1989 - December 1997
American Red Cross, United Way, Embreeville State Hospital and St. Gabriel's Hall March 1978 - March 1988
Education
Pennsylvania State University, University Park 1974 — 1978
Bachelor of Arts (B.A.), Social Work
Ally Bank April 2013 - Present
SEI January 2011 - September 2012
Wells Fargo Bank November 2008 - February 2011
Wachovia Securities April 2003 - October 2008
Morgan Stanley January 1998 - April 2003
Joseph Ambler Inn April 1996 - January 1998
Rumtopf Design June 1989 - December 1997
American Red Cross, United Way, Embreeville State Hospital and St. Gabriel's Hall March 1978 - March 1988
Education
Pennsylvania State University, University Park 1974 — 1978
Bachelor of Arts (B.A.), Social Work
Daryl Mars's Wells Fargo Bank Experience July 1995 - September 2005
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo July 1995 - Present
Wells Fargo Bank July 1995 - September 2005
Skills
Banking, Credit, Portfolio Management, Relationship Management, Asset Managment, CRM, Strategic Financial..., Mortgage Lending, Risk Management, Wealth Management, Commercial Banking, Commercial Lending, Loans, Financial Analysis, Credit Analysis, Finance, Small Business Lending, Private Banking, Lines Of Credit, Equities, Cash Management, Commercial Mortgages, Mortgage Banking, Mutual Funds, Management, Retail Banking, Consumer Lending, Series 7, Financial Services, Asset Management, Residential Mortgages, Sales, Mergers & Acquisitions, Underwriting, Investments, Treasury Management, Loan Origination, Executive Management, Wealth Management..., Financial Modeling, Series 63, Cross Selling, Retirement Planning, Securities, Investment Advisory, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
MBA, Business Administration, Management and Operations
Wells Fargo July 1995 - Present
Wells Fargo Bank July 1995 - September 2005
Skills
Banking, Credit, Portfolio Management, Relationship Management, Asset Managment, CRM, Strategic Financial..., Mortgage Lending, Risk Management, Wealth Management, Commercial Banking, Commercial Lending, Loans, Financial Analysis, Credit Analysis, Finance, Small Business Lending, Private Banking, Lines Of Credit, Equities, Cash Management, Commercial Mortgages, Mortgage Banking, Mutual Funds, Management, Retail Banking, Consumer Lending, Series 7, Financial Services, Asset Management, Residential Mortgages, Sales, Mergers & Acquisitions, Underwriting, Investments, Treasury Management, Loan Origination, Executive Management, Wealth Management..., Financial Modeling, Series 63, Cross Selling, Retirement Planning, Securities, Investment Advisory, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2012
MBA, Business Administration, Management and Operations
Dave Funk, MBA's Wells Fargo Bank Experience March 2006 - Present
Job Member Board of Directors at PomegraNet Energy Inc
Industry Financial Services
Experience
CM Consulting Services March 2011 - Present
PomegraNet Energy Inc January 2011 - Present
Wells Fargo Bank March 2006 - Present
Wells Fargo March 2006 - June 2008
Wells Fargo Bank, Corporate Trust 2006 - June 2008
The Vanguard Group February 1998 - March 2006
Vanguard Group 1998 - 2006
Vanguard Group 1998 - 2006
Skills
Asset Management, Funding, Risk Management, Compliance, Financial Reporting, Financial Management, Financial Markets, Investor Relations, Hedge Funds, Capital Markets, Corporate Finance, Mutual Funds, Cash Management, Fixed Income, Securities, Financial Analysis, Alternative Investments, Asset Managment, Finance, Portfolio Management, Strategy, Start-ups, Management, Investments, Leadership, Banking
Education
Conestoga 1987 — 1991
hS, general
Pennsylvania State University-Great Valley Graduate Center
MBA
CM Consulting Services March 2011 - Present
PomegraNet Energy Inc January 2011 - Present
Wells Fargo Bank March 2006 - Present
Wells Fargo March 2006 - June 2008
Wells Fargo Bank, Corporate Trust 2006 - June 2008
The Vanguard Group February 1998 - March 2006
Vanguard Group 1998 - 2006
Vanguard Group 1998 - 2006
Skills
Asset Management, Funding, Risk Management, Compliance, Financial Reporting, Financial Management, Financial Markets, Investor Relations, Hedge Funds, Capital Markets, Corporate Finance, Mutual Funds, Cash Management, Fixed Income, Securities, Financial Analysis, Alternative Investments, Asset Managment, Finance, Portfolio Management, Strategy, Start-ups, Management, Investments, Leadership, Banking
Education
Conestoga 1987 — 1991
hS, general
Pennsylvania State University-Great Valley Graduate Center
MBA
Randy Ahlgren, CFA's Wells Fargo Bank Experience March 2008 - November 2009
Job Vice President, at Wells Fargo Securities, LLC
Industry Banking
Experience
Wells Fargo Securities, LLC November 2009 - Present
Wells Fargo Bank March 2008 - November 2009
Wells Fargo Bank December 2006 - February 2008
Wells Fargo Bank July 2006 - November 2006
Wells Fargo Bank March 2005 - June 2006
Skills
Bloomberg, Intex Desktop, Intex Dealmaker, CPR & CDR, VBA, Microsoft Office, Series 63, Series 7, Structured Products, Yield Book
Education
Penn State University 1999 — 2004
Bachelor of Science in Business Administration, Finance and International Business
Wells Fargo Securities, LLC November 2009 - Present
Wells Fargo Bank March 2008 - November 2009
Wells Fargo Bank December 2006 - February 2008
Wells Fargo Bank July 2006 - November 2006
Wells Fargo Bank March 2005 - June 2006
Skills
Bloomberg, Intex Desktop, Intex Dealmaker, CPR & CDR, VBA, Microsoft Office, Series 63, Series 7, Structured Products, Yield Book
Education
Penn State University 1999 — 2004
Bachelor of Science in Business Administration, Finance and International Business
Nancy Evans's Wells Fargo Bank Experience July 1978 - Present
Job Senior Vice President Program Manager Intl Portfolio & Program Management Group
Industry Banking
Experience
Wells Fargo Bank July 1978 - Present
Wells Fargo Bank, N.A. June 2011 - June 2014
Wachovia Bank 2002 - 2011
Corestates Bank 1978 - 1998
Skills
ACH, Financial Institutions, Internet Banking, Cash Management, Financial Services, SWIFT payments, Liquidity Management, Commercial Banking, Product Management, Risk Management, Correspondent Banking, Vendor Management, Management, Portfolio Management, Leadership, Relationship Management, Retail Banking, Credit, Financial Risk, Business Analysis, Executive Management, Mobile Payments, Trade Finance, Cross Selling, Product Development, SDLC, Credit Risk, Electronic Payments
Education
Penn State
Business Administration and Management, General
Wells Fargo Bank July 1978 - Present
Wells Fargo Bank, N.A. June 2011 - June 2014
Wachovia Bank 2002 - 2011
Corestates Bank 1978 - 1998
Skills
ACH, Financial Institutions, Internet Banking, Cash Management, Financial Services, SWIFT payments, Liquidity Management, Commercial Banking, Product Management, Risk Management, Correspondent Banking, Vendor Management, Management, Portfolio Management, Leadership, Relationship Management, Retail Banking, Credit, Financial Risk, Business Analysis, Executive Management, Mobile Payments, Trade Finance, Cross Selling, Product Development, SDLC, Credit Risk, Electronic Payments
Education
Penn State
Business Administration and Management, General
Joe Fallon's Wells Fargo Bank Experience August 1990 - Present
Job Implementation Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 1990 - Present
Education
Pepperdine University 1980 — 1984
Wells Fargo Bank August 1990 - Present
Education
Pepperdine University 1980 — 1984
Steve Calpino's Wells Fargo Bank Experience April 2010 - November 2011
Job Senior Business Analyst at American Board of Internal Medicine
Industry Information Technology and Services
Experience
American Board of Internal Medicine November 2011 - Present
Wells Fargo Bank April 2010 - November 2011
NAVTEQ November 2009 - March 2010
Law School Admission Council May 2007 - June 2009
Merck October 2006 - April 2007
Rapid Freight Systems November 2005 - September 2006
Strategic Systems Solutions March 2003 - September 2005
Lucent Technologies 1978 - 2002
AT&T 1984 - 1996
Bell Labs 1978 - 1996
Skills
Requirements Analysis, Process Improvement, SDLC, Visio, Business Analysis, Analysis, Unix, Business Process, Databases, Program Management, Business Intelligence, Project Management, Vendor Management, Software Documentation, Requirements Gathering, Agile Methodologies, Project Portfolio..., Software Project..., Testing, SQL, Product Management, Software Development, IT Strategy, User Acceptance Testing, Agile Project Management, Business Process..., SharePoint, Integration
Education
University of Southern California 1985 — 1986
MSCS, Artificial Intelligence
Rutgers University-New Brunswick 1979 — 1984
BSCS, Computer Science
Penn State University 1976 — 1978
ASCS, Computer Science
American Board of Internal Medicine November 2011 - Present
Wells Fargo Bank April 2010 - November 2011
NAVTEQ November 2009 - March 2010
Law School Admission Council May 2007 - June 2009
Merck October 2006 - April 2007
Rapid Freight Systems November 2005 - September 2006
Strategic Systems Solutions March 2003 - September 2005
Lucent Technologies 1978 - 2002
AT&T 1984 - 1996
Bell Labs 1978 - 1996
Skills
Requirements Analysis, Process Improvement, SDLC, Visio, Business Analysis, Analysis, Unix, Business Process, Databases, Program Management, Business Intelligence, Project Management, Vendor Management, Software Documentation, Requirements Gathering, Agile Methodologies, Project Portfolio..., Software Project..., Testing, SQL, Product Management, Software Development, IT Strategy, User Acceptance Testing, Agile Project Management, Business Process..., SharePoint, Integration
Education
University of Southern California 1985 — 1986
MSCS, Artificial Intelligence
Rutgers University-New Brunswick 1979 — 1984
BSCS, Computer Science
Penn State University 1976 — 1978
ASCS, Computer Science
Jonathon Dinise's Wells Fargo Bank Experience October 2008 - Present
Job Relationship Manager Gaming Division
Industry Banking
Experience
Wells Fargo Bank October 2008 - Present
Bank of Scotland July 2007 - October 2008
Education
Pepperdine University 2003 — 2007
Wells Fargo Bank October 2008 - Present
Bank of Scotland July 2007 - October 2008
Education
Pepperdine University 2003 — 2007
Elaine Baker's Wells Fargo Bank Experience January 2011 - April 2012
Job Project Coordinator at Wells Fargo Bank
Industry Management Consulting
Experience
Wells Fargo June 2013 - Present
Wells Fargo Bank January 2011 - April 2012
Proudfoot Consulting March 2008 - October 2009
National Capital Leasing October 2006 - December 2007
Zenith Insurance February 2004 - October 2006
Skills
Performance Improvement, Change Management, Business Analysis, Process Improvement, Business Process...
Education
Pensacola Christian College 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo June 2013 - Present
Wells Fargo Bank January 2011 - April 2012
Proudfoot Consulting March 2008 - October 2009
National Capital Leasing October 2006 - December 2007
Zenith Insurance February 2004 - October 2006
Skills
Performance Improvement, Change Management, Business Analysis, Process Improvement, Business Process...
Education
Pensacola Christian College 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Diana Knox's Wells Fargo Bank Experience July 2009 - July 2012
Job Business Initiatives Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo April 2012 - October 2014
Wells Fargo Bank July 2009 - July 2012
Wachovia January 2008 - April 2009
Wachovia July 2006 - December 2007
Wachovia February 2002 - July 2006
Wachovia September 2000 - February 2002
Bank of America September 1999 - September 2000
Charlotte-Mecklenburg Schools 1996 - 1997
Skills
Banking, Risk Management, Financial Services, Management, Business Analysis, Strategy, Finance, Leadership, Credit, Financial Analysis
Education
Vanderbilt University 2005 — 2007
Payments & Operations
Pfeiffer University 1985 — 1989
Bachelore of Science, Accounting
Wells Fargo October 2014 - Present
Wells Fargo April 2012 - October 2014
Wells Fargo Bank July 2009 - July 2012
Wachovia January 2008 - April 2009
Wachovia July 2006 - December 2007
Wachovia February 2002 - July 2006
Wachovia September 2000 - February 2002
Bank of America September 1999 - September 2000
Charlotte-Mecklenburg Schools 1996 - 1997
Skills
Banking, Risk Management, Financial Services, Management, Business Analysis, Strategy, Finance, Leadership, Credit, Financial Analysis
Education
Vanderbilt University 2005 — 2007
Payments & Operations
Pfeiffer University 1985 — 1989
Bachelore of Science, Accounting
Joseph Molitor's Wells Fargo Bank Experience June 2010 - Present
Job AVP Commercial Loan Administrator III Asset Mangement at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank June 2010 - Present
Amerlender Financial August 2007 - August 2009
First Franklin (subsidiary of Merrill Lynch) October 2004 - August 2007
First Franklin 2003 - 2007
Bozzuto Management January 2003 - September 2004
Skills
Management, Sales Management, Loan Origination, Real Estate, Commercial Lending, Credit, Underwriting, Loans, Accounting, Sales, Finance, Mortgage Lending, Marketing, Commercial Mortgages
Education
Pfeiffer University 2012 — 2014
Master of Business Administration (M.B.A.), Organizational Leadership, 4.0
University of Maryland College Park 1999 — 2002
Bachelor of Science (BS), Agricultural and Resource Economics
University of Maryland University College 1999 — 2002
A.A, Management Studies
University of MarylandCollege 1999 — 2002
B.S, Resource Economics
Wells Fargo Bank June 2010 - Present
Amerlender Financial August 2007 - August 2009
First Franklin (subsidiary of Merrill Lynch) October 2004 - August 2007
First Franklin 2003 - 2007
Bozzuto Management January 2003 - September 2004
Skills
Management, Sales Management, Loan Origination, Real Estate, Commercial Lending, Credit, Underwriting, Loans, Accounting, Sales, Finance, Mortgage Lending, Marketing, Commercial Mortgages
Education
Pfeiffer University 2012 — 2014
Master of Business Administration (M.B.A.), Organizational Leadership, 4.0
University of Maryland College Park 1999 — 2002
Bachelor of Science (BS), Agricultural and Resource Economics
University of Maryland University College 1999 — 2002
A.A, Management Studies
University of MarylandCollege 1999 — 2002
B.S, Resource Economics
Barbara Angel's Wells Fargo Bank Experience 1985 - Present
Job Senior Vice President at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank 1985 - Present
Wachovia Bank NA 2001 - 2009
First Union National Bank 1993 - 2001
Skills
Commercial Lending, Maintaining Strong..., New Business Development, Financial Analysis, Loan Structuring, Corporate Finance, Treasury Services, Middle Market, Financial Structuring, Lines Of Credit, Strategic Financial..., Relationship Management, Executive Management, Financial Modeling, Finance, Credit Risk, Due Diligence, Mergers & Acquisitions, Consumer Lending, Financial Services, Commercial Mortgages
Education
Grove City High School
Penn State University
Bachelor of Science (BS), Finance, Smeal College of Business
Wells Fargo Bank 1985 - Present
Wachovia Bank NA 2001 - 2009
First Union National Bank 1993 - 2001
Skills
Commercial Lending, Maintaining Strong..., New Business Development, Financial Analysis, Loan Structuring, Corporate Finance, Treasury Services, Middle Market, Financial Structuring, Lines Of Credit, Strategic Financial..., Relationship Management, Executive Management, Financial Modeling, Finance, Credit Risk, Due Diligence, Mergers & Acquisitions, Consumer Lending, Financial Services, Commercial Mortgages
Education
Grove City High School
Penn State University
Bachelor of Science (BS), Finance, Smeal College of Business
Ronnie Hooks's Wells Fargo Bank Experience February 2002 - June 2006
Job Customer Project Manager at Early Warning Services
Industry Banking
Experience
Early Warning Services June 2006 - Present
Early Warning® June 2006 - Present
Wells Fargo Bank February 2002 - June 2006
Wells Fargo Bank October 1993 - April 1994
Wells Fargo Bank September 1992 - October 1993
Skills
Vendor Management, Program Management, PMO, Technical Support, Integration, Business Analysis, SDLC
Education
University of Phoenix 1998 — 2010
Phoenix College
Early Warning Services June 2006 - Present
Early Warning® June 2006 - Present
Wells Fargo Bank February 2002 - June 2006
Wells Fargo Bank October 1993 - April 1994
Wells Fargo Bank September 1992 - October 1993
Skills
Vendor Management, Program Management, PMO, Technical Support, Integration, Business Analysis, SDLC
Education
University of Phoenix 1998 — 2010
Phoenix College
Hank Kaminski's Wells Fargo Bank Experience 2000 - 2005
Job Vice President Underwriter at Crestmark Bank
Industry Banking
Experience
Crestmark Bank May 2014 - Present
Fifth Third Bank July 2005 - May 2014
Wells Fargo Bank 2000 - 2005
Fremont Financial Corporation 1998 - 2000
Transamerica Commercial Finance 1992 - 1998
Skills
Portfolio Management, Commercial Lending, Asset Based Lending, Loans, Underwriting, Banking, Customer Relations, Structuring, Cash Flow, Financial Analysis, Credit Analysis, Credit, Commercial Banking, Financial Structuring, Customer Service, Small Business Lending, Treasury Management, Business Valuation, Finance, Business Analysis, Debt Restructuring
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Master of Business Administration, Global Business
St. Xavier University 1980 — 1982
BA, Business Administration
Crestmark Bank May 2014 - Present
Fifth Third Bank July 2005 - May 2014
Wells Fargo Bank 2000 - 2005
Fremont Financial Corporation 1998 - 2000
Transamerica Commercial Finance 1992 - 1998
Skills
Portfolio Management, Commercial Lending, Asset Based Lending, Loans, Underwriting, Banking, Customer Relations, Structuring, Cash Flow, Financial Analysis, Credit Analysis, Credit, Commercial Banking, Financial Structuring, Customer Service, Small Business Lending, Treasury Management, Business Valuation, Finance, Business Analysis, Debt Restructuring
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Master of Business Administration, Global Business
St. Xavier University 1980 — 1982
BA, Business Administration
Debbie Bangerter-Chow's Wells Fargo Bank Experience January 1999 - January 2004
Job Finance Professional
Industry Defense & Space
Experience
Raytheon February 2009 - Present
THE IRVINE COMPANY July 2007 - September 2008
The Irvine Company July 2006 - July 2007
BOEING April 2005 - July 2006
Wells Fargo Bank January 1999 - January 2004
Wells Fargo January 1998 - January 1999
Skills
Management, Financial Analysis, Leadership, Sales, Budgets, Process Improvement, Customer Service, Banking, Analysis, Program Management
Education
Pepperdine University 2000 — 2002
MBA
CAL STATE UNIVERSITY LONG BEACH 1995 — 1998
Bachelor of Science, Finance
Raytheon February 2009 - Present
THE IRVINE COMPANY July 2007 - September 2008
The Irvine Company July 2006 - July 2007
BOEING April 2005 - July 2006
Wells Fargo Bank January 1999 - January 2004
Wells Fargo January 1998 - January 1999
Skills
Management, Financial Analysis, Leadership, Sales, Budgets, Process Improvement, Customer Service, Banking, Analysis, Program Management
Education
Pepperdine University 2000 — 2002
MBA
CAL STATE UNIVERSITY LONG BEACH 1995 — 1998
Bachelor of Science, Finance
Chris Kyper's Wells Fargo Bank Experience September 2010 - Present
Job Assistant Vice President Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 2010 - Present
Wells Fargo Financial December 2001 - September 2010
Skills
Loans, Mortgage Lending, Retail Banking, Sales, Insurance, Mortgage Underwriting
Education
Penn State University 2008 — 2012
Masters, Leadership
West Chester University of Pennsylvania 1997 — 2001
BS, Marketing
Wells Fargo Bank September 2010 - Present
Wells Fargo Financial December 2001 - September 2010
Skills
Loans, Mortgage Lending, Retail Banking, Sales, Insurance, Mortgage Underwriting
Education
Penn State University 2008 — 2012
Masters, Leadership
West Chester University of Pennsylvania 1997 — 2001
BS, Marketing
Judd Holroyde's Wells Fargo Bank Experience July 1997 - Present
Job Head of Global Product Management, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 1997 - Present
Skills
Cash Management, Treasury Management, Banking, Commercial Banking, Credit, Commercial Lending, Financial Services, Loans, Payments, Portfolio Management, Relationship Management, Risk Management, Thought Leadership
Education
Pepperdine University 1994 — 1997
BA, Political Science
Wells Fargo Bank July 1997 - Present
Skills
Cash Management, Treasury Management, Banking, Commercial Banking, Credit, Commercial Lending, Financial Services, Loans, Payments, Portfolio Management, Relationship Management, Risk Management, Thought Leadership
Education
Pepperdine University 1994 — 1997
BA, Political Science
Shaun Lim's Wells Fargo Bank Experience November 2006 - June 2007
Job Associate Director, Finance at Initiative
Industry Marketing and Advertising
Experience
Initiative February 2014 - Present
Initiative June 2012 - Present
Initiative February 2011 - May 2012
Initiative July 2008 - January 2011
Wells Fargo Bank November 2006 - June 2007
Wells Fargo Bank January 2006 - October 2006
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Specializations in Corporate Finance and Strategy
Pepperdine University 2000 — 2004
BS, Business Admin
Initiative February 2014 - Present
Initiative June 2012 - Present
Initiative February 2011 - May 2012
Initiative July 2008 - January 2011
Wells Fargo Bank November 2006 - June 2007
Wells Fargo Bank January 2006 - October 2006
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Specializations in Corporate Finance and Strategy
Pepperdine University 2000 — 2004
BS, Business Admin
Kent Hodges's Wells Fargo Bank Experience September 2000 - September 2007
Job Branch Manager at The Marketing Dept
Industry Investment Banking
Experience
The Marketing Dept September 2011 - Present
Pavilack Law Group September 2007 - September 2011
Wells Fargo Bank September 2000 - September 2007
Skills
Private Placements, Structured Finance, Mortgage Lending, Commercial Real Estate, Equities, Commercial Lending, Residential Homes, Investments, Real Estate Economics, Asset Management, Credit, Portfolio Management, Valuation, Banking, Financial Analysis, Finance, Due Diligence, Capital Markets, Private Equity, Investment Banking
Education
Piedmont Technical College 2010 — 2011
Computer Science, Computer Science
University of Arkansas 1991 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
The Marketing Dept September 2011 - Present
Pavilack Law Group September 2007 - September 2011
Wells Fargo Bank September 2000 - September 2007
Skills
Private Placements, Structured Finance, Mortgage Lending, Commercial Real Estate, Equities, Commercial Lending, Residential Homes, Investments, Real Estate Economics, Asset Management, Credit, Portfolio Management, Valuation, Banking, Financial Analysis, Finance, Due Diligence, Capital Markets, Private Equity, Investment Banking
Education
Piedmont Technical College 2010 — 2011
Computer Science, Computer Science
University of Arkansas 1991 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Shirley Varney's Wells Fargo Bank Experience February 1995 - March 2005
Job Business Systems Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo 2005 - Present
Wells Fargo Bank February 1995 - March 2005
Skills
Banking, Business Requirements, Requirements Gathering, Business Analysis
Education
Phoenix College
Associate of Arts (AA), Business/Commerce, General
Phoenix College
Legal Assisting
Wells Fargo 2005 - Present
Wells Fargo Bank February 1995 - March 2005
Skills
Banking, Business Requirements, Requirements Gathering, Business Analysis
Education
Phoenix College
Associate of Arts (AA), Business/Commerce, General
Phoenix College
Legal Assisting
Gerald DeJong's Wells Fargo Bank Experience August 2011 - May 2014
Job Realtor at Shorewest Realtors
Industry Banking
Experience
Shorewest Realtors May 2014 - Present
Wells Fargo Bank August 2011 - May 2014
Wachovia Bank February 2007 - January 2009
Western Financial Bank August 1999 - February 2007
Sunwest Bank January 1981 - August 1999
Far West Savings & Loan April 1975 - January 1981
Skills
Training, Banking, Microsoft Office, Employee Training, Marketing, Management, Selling, Team Building, Leadership, Commercial Banking, Time Management, Recruiting, Coaching, Sales Management, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
BS, Management
UCLA
Shorewest Realtors May 2014 - Present
Wells Fargo Bank August 2011 - May 2014
Wachovia Bank February 2007 - January 2009
Western Financial Bank August 1999 - February 2007
Sunwest Bank January 1981 - August 1999
Far West Savings & Loan April 1975 - January 1981
Skills
Training, Banking, Microsoft Office, Employee Training, Marketing, Management, Selling, Team Building, Leadership, Commercial Banking, Time Management, Recruiting, Coaching, Sales Management, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1989 — 1991
BS, Management
UCLA
Lisa Chau's Wells Fargo Bank Experience January 2007 - January 2011
Job Business to Business/Corporate Sales at AAA Texas
Industry Consumer Services
Experience
AAA Texas August 2012 - Present
AAA Texas January 2011 - August 2012
Wells Fargo Bank January 2007 - January 2011
Wells Fargo Financial January 2005 - June 2007
Skills
Recruiting, Leadership, Training, Sales, Sales Management, Management, Strategic Planning, Coaching, Marketing, Customer Service, Mortgage Lending, Credit, Loans, Banking, Relationship Management, Financial Services, Consumer Lending, Underwriting, Team Building, Consulting, Account Management, Loan Origination
Education
Penn State University 2000 — 2004
Bachelor of Science, Marketing and International Business
AAA Texas August 2012 - Present
AAA Texas January 2011 - August 2012
Wells Fargo Bank January 2007 - January 2011
Wells Fargo Financial January 2005 - June 2007
Skills
Recruiting, Leadership, Training, Sales, Sales Management, Management, Strategic Planning, Coaching, Marketing, Customer Service, Mortgage Lending, Credit, Loans, Banking, Relationship Management, Financial Services, Consumer Lending, Underwriting, Team Building, Consulting, Account Management, Loan Origination
Education
Penn State University 2000 — 2004
Bachelor of Science, Marketing and International Business
Diana Benavidez, CCP's Wells Fargo Bank Experience May 2004 - Present
Job Compensation Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2004 - Present
Bank One 1992 - 2002
Skills
Compensation, Market Pricing, Salary Administration, Salary Surveys, Job Evaluation, HRIS, PeopleSoft, Job Descriptions, Organizational Design, FLSA, Project Planning, Project Implementation, Incentive Programs, Base Pay, Reporting & Analysis, Job Analysis, Bonus, Salary, Pay, Compensation Planning, Compensation..., Compliance, Deferred Compensation, Human Resources, Policy, Succession Planning, Employee Benefits, Onboarding, Benefits Administration, Workforce Planning, Talent Management, HR Consulting, Performance Management, HR Policies, Employee Relations
Education
Phoenix College 1979 — 1983
BS, Business Administration
Wells Fargo Bank May 2004 - Present
Bank One 1992 - 2002
Skills
Compensation, Market Pricing, Salary Administration, Salary Surveys, Job Evaluation, HRIS, PeopleSoft, Job Descriptions, Organizational Design, FLSA, Project Planning, Project Implementation, Incentive Programs, Base Pay, Reporting & Analysis, Job Analysis, Bonus, Salary, Pay, Compensation Planning, Compensation..., Compliance, Deferred Compensation, Human Resources, Policy, Succession Planning, Employee Benefits, Onboarding, Benefits Administration, Workforce Planning, Talent Management, HR Consulting, Performance Management, HR Policies, Employee Relations
Education
Phoenix College 1979 — 1983
BS, Business Administration
Scott Degler's Wells Fargo Bank Experience July 2009 - Present
Job Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 2009 - Present
Wachovia January 2008 - July 2009
First Union - Wachovia June 2000 - January 2008
Education
Penn State University 1996 — 2000
BS, Finance
Wells Fargo Bank July 2009 - Present
Wachovia January 2008 - July 2009
First Union - Wachovia June 2000 - January 2008
Education
Penn State University 1996 — 2000
BS, Finance
Andrew Hatzis's Wells Fargo Bank Experience August 1989 - June 1993
Job Vice President, Operations Services at Yoshinoya America
Industry Restaurants
Experience
Yoshinoya America April 2015 - Present
ADIR Restaurants / Pollo Campero June 2004 - March 2015
Disneyland Resort June 1998 - June 2004
Disneyland Resort June 1998 - June 2004
Taco Bell June 1993 - June 1998
Wells Fargo Bank August 1989 - June 1993
Skills
Operations Management, Food & Beverage, Hospitality, Restaurants, Human Factors, Root Cause Analysis, Team Building, Human Resources, Food Service, Income Statement, Sales, Food, Leadership, Sales Management, Franchising, Customer Service, Retail, Profit, Event Management, Strategic Planning, Business Planning, Management, Budgets, Process Scheduler, Forecasting, Hiring, Inventory Management, Customer Satisfaction, P&L Management, Pricing, P
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1992
MBA, Business Management
University of California, Irvine 1985 — 1989
BA, Psychology/Political Science
Yoshinoya America April 2015 - Present
ADIR Restaurants / Pollo Campero June 2004 - March 2015
Disneyland Resort June 1998 - June 2004
Disneyland Resort June 1998 - June 2004
Taco Bell June 1993 - June 1998
Wells Fargo Bank August 1989 - June 1993
Skills
Operations Management, Food & Beverage, Hospitality, Restaurants, Human Factors, Root Cause Analysis, Team Building, Human Resources, Food Service, Income Statement, Sales, Food, Leadership, Sales Management, Franchising, Customer Service, Retail, Profit, Event Management, Strategic Planning, Business Planning, Management, Budgets, Process Scheduler, Forecasting, Hiring, Inventory Management, Customer Satisfaction, P&L Management, Pricing, P
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1992
MBA, Business Management
University of California, Irvine 1985 — 1989
BA, Psychology/Political Science
Maribeth Myers's Wells Fargo Bank Experience February 1996 - December 1999
Job Office Manager: Arizona Mist Systems, Inc./ AZ Mist Systems, LLC
Industry Public Relations and Communications
Experience
AZ Mist Systems, LLC June 2013 - Present
Paradise Valley Community College October 2004 - September 2012
Royal Dance Works January 1989 - August 2003
Just Ask Me March 2000 - May 2002
Wells Fargo Bank February 1996 - December 1999
Skills
Student Affairs, Higher Education, Gal Friday (General..., Customer and Personal..., Service Orientation, Event Planning and..., Establishing and..., Working directly with..., Team Player, Active Listening, Keen Social..., Documenting/recording..., Microsoft Office Suite, Career Counseling, Access, Teamwork, Community Outreach, Leadership, Microsoft Word, Customer Service
Education
Durham Business College 1971 — 1972
Accounting
Phoenix College
AZ Mist Systems, LLC June 2013 - Present
Paradise Valley Community College October 2004 - September 2012
Royal Dance Works January 1989 - August 2003
Just Ask Me March 2000 - May 2002
Wells Fargo Bank February 1996 - December 1999
Skills
Student Affairs, Higher Education, Gal Friday (General..., Customer and Personal..., Service Orientation, Event Planning and..., Establishing and..., Working directly with..., Team Player, Active Listening, Keen Social..., Documenting/recording..., Microsoft Office Suite, Career Counseling, Access, Teamwork, Community Outreach, Leadership, Microsoft Word, Customer Service
Education
Durham Business College 1971 — 1972
Accounting
Phoenix College
Jill Snyder's Wells Fargo Bank Experience April 2009 - July 2011
Job NOVA SRCO
Industry Financial Services
Experience
Wells Fargo Bank, N.A. July 2011 - Present
Wells Fargo Bank April 2009 - July 2011
Cratos Capital Partners, LLC February 2007 - March 2008
Wachovia Securities, LLC September 2000 - November 2005
Wachovia Bank June 1997 - September 2000
HSBC BUSINESS LOANS, INC.(Formerly Marine Midland Business Loans, Inc.) 1993 - 1997
HSBC BUSINESS LOANS, INC. (Formerly Marine Midland Business Loans, Inc.) 1990 - 1993
CITICORP NORTH AMERICA, INC. 1986 - 1990
CITICORP NORTH AMERICA, INC. 1981 - 1986
Skills
Underwriting, Portfolio Management, Sales, Credit, Credit Analysis, Commercial Lending, Cash Flow, Asset Based Lending, Loans, Commercial Banking, Restructuring, Finance, Small Business Lending, Banking, Cash Flow Lending, Credit Risk, Lines Of Credit, Factoring, Structured Finance, Investment Banking, Loan Origination, Commercial Mortgages, Workout, Financial Structuring, Treasury Management, Commercial Finance, Debt Restructuring, Refinance, Mortgage Lending, Funding
Education
Penn State University 1969 — 1975
Bachelor of Science (B.S.), Small Group Communication
Citibank Credit Analysis Training
Wells Fargo Bank, N.A. July 2011 - Present
Wells Fargo Bank April 2009 - July 2011
Cratos Capital Partners, LLC February 2007 - March 2008
Wachovia Securities, LLC September 2000 - November 2005
Wachovia Bank June 1997 - September 2000
HSBC BUSINESS LOANS, INC.(Formerly Marine Midland Business Loans, Inc.) 1993 - 1997
HSBC BUSINESS LOANS, INC. (Formerly Marine Midland Business Loans, Inc.) 1990 - 1993
CITICORP NORTH AMERICA, INC. 1986 - 1990
CITICORP NORTH AMERICA, INC. 1981 - 1986
Skills
Underwriting, Portfolio Management, Sales, Credit, Credit Analysis, Commercial Lending, Cash Flow, Asset Based Lending, Loans, Commercial Banking, Restructuring, Finance, Small Business Lending, Banking, Cash Flow Lending, Credit Risk, Lines Of Credit, Factoring, Structured Finance, Investment Banking, Loan Origination, Commercial Mortgages, Workout, Financial Structuring, Treasury Management, Commercial Finance, Debt Restructuring, Refinance, Mortgage Lending, Funding
Education
Penn State University 1969 — 1975
Bachelor of Science (B.S.), Small Group Communication
Citibank Credit Analysis Training
Maksim Kolomeyer's Wells Fargo Bank Experience April 2007 - February 2015
Job WM Senior Private BankerVP
Industry Banking
Experience
Comerica Bank February 2015 - Present
Wells Fargo Bank April 2007 - February 2015
Wells Fargo Advisors, LLC April 2007 - February 2015
Wells Fargo Bank July 2005 - March 2007
Wells Fargo July 2004 - June 2005
Skills
Loans, Series 7, Mortgage Lending, Investments, Small Business Lending, Uniform Combined State..., Commercial Lending, Commercial Banking, Wealth Management, Banking, Portfolio Management, Financial Analysis, Credit Analysis, FHA, Real Estate, Brokerage, Consumer Lending, Loan Origination
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
California State University-Northridge 2004 — 2006
BS, Finance, Real Estate
Comerica Bank February 2015 - Present
Wells Fargo Bank April 2007 - February 2015
Wells Fargo Advisors, LLC April 2007 - February 2015
Wells Fargo Bank July 2005 - March 2007
Wells Fargo July 2004 - June 2005
Skills
Loans, Series 7, Mortgage Lending, Investments, Small Business Lending, Uniform Combined State..., Commercial Lending, Commercial Banking, Wealth Management, Banking, Portfolio Management, Financial Analysis, Credit Analysis, FHA, Real Estate, Brokerage, Consumer Lending, Loan Origination
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
California State University-Northridge 2004 — 2006
BS, Finance, Real Estate
Jesus Art Verdugo's Wells Fargo Bank Experience May 2000 - April 2007
Job Loan Officer NMLS # 1227004
Industry Financial Services
Experience
Bridgeview Bank Group April 2007 - December 2010
Wells Fargo Bank May 2000 - April 2007
Best Buy January 1998 - May 2000
Skills
Leadership, Loans, Banking, Commercial Lending, Mortgage Lending, Business Development, Commercial Banking, Consumer Lending, Strategy, Credit, Financial Analysis, Retail Banking, Government Loans, Business De, Learning Management, Training Facilitation, Program Facilitation, Training, Employee Training, Employee Management, Home Equity Loans, Sales, Sales Management, Sales Management..., Coaching, Account Management, Branch Banking, Branch Management, Account Executives, Real Estate Financing, Real Estate Transactions, FHA financing, Project Management, Curriculum Development, Finance, Management, Loan Origination, Mortgage Banking, Credit Analysis, Refinance
Education
Phoenix College 1997 — 2002
Camelback High School 1992 — 1996
Bridgeview Bank Group April 2007 - December 2010
Wells Fargo Bank May 2000 - April 2007
Best Buy January 1998 - May 2000
Skills
Leadership, Loans, Banking, Commercial Lending, Mortgage Lending, Business Development, Commercial Banking, Consumer Lending, Strategy, Credit, Financial Analysis, Retail Banking, Government Loans, Business De, Learning Management, Training Facilitation, Program Facilitation, Training, Employee Training, Employee Management, Home Equity Loans, Sales, Sales Management, Sales Management..., Coaching, Account Management, Branch Banking, Branch Management, Account Executives, Real Estate Financing, Real Estate Transactions, FHA financing, Project Management, Curriculum Development, Finance, Management, Loan Origination, Mortgage Banking, Credit Analysis, Refinance
Education
Phoenix College 1997 — 2002
Camelback High School 1992 — 1996
Cindy McGhee's Wells Fargo Bank Experience October 2006 - Present
Job HR Specialist at Wellsfargo
Industry Banking
Experience
Wells Fargo Bank October 2006 - Present
AT&T October 1989 - March 2005
Skills
Onboarding, Applicant Tracking..., Talent Acquisition, Recruiting, Employee Relations, Human Resources, Internet Recruiting, Sourcing, Employee Engagement, Benefits Administration, Interviews, Banking, Coaching, Workforce Planning, Vendor Management, HRIS
Education
Phoenix College
Associate of Arts (AA), Business
Wells Fargo Bank October 2006 - Present
AT&T October 1989 - March 2005
Skills
Onboarding, Applicant Tracking..., Talent Acquisition, Recruiting, Employee Relations, Human Resources, Internet Recruiting, Sourcing, Employee Engagement, Benefits Administration, Interviews, Banking, Coaching, Workforce Planning, Vendor Management, HRIS
Education
Phoenix College
Associate of Arts (AA), Business
Eric Egaas's Wells Fargo Bank Experience 1987 - 1998
Job Senior Private Banker
Industry Banking
Experience
City National Bank January 2007 - Present
Northern Trust January 2000 - January 2007
Wells Fargo Bank 1987 - 1998
Skills
Private Banking, Trust Services, Wealth Management, Estate Planning, High Net Worth..., Loans, Portfolio Management, Investment Management, Asset Allocation, Investments, Wealth Management..., Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1987
MBA
University of Utah 1978 — 1981
BS, Mass Communication
City National Bank January 2007 - Present
Northern Trust January 2000 - January 2007
Wells Fargo Bank 1987 - 1998
Skills
Private Banking, Trust Services, Wealth Management, Estate Planning, High Net Worth..., Loans, Portfolio Management, Investment Management, Asset Allocation, Investments, Wealth Management..., Wealth
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1987
MBA
University of Utah 1978 — 1981
BS, Mass Communication
John Berdon's Wells Fargo Bank Experience March 2008 - December 2009
Job Transportation Specialist at Colorado School District 11
Industry Transportation/Trucking/Railroad
Experience
Colorado School District 11 July 2010 - Present
Wells Fargo Bank March 2008 - December 2009
RadioShack October 1978 - June 2006
Skills
Customer Service, Microsoft Excel, Outlook, Access, Microsoft Office, Budgets, PowerPoint, Data Analysis, Microsoft Word, Team Building, Leadership, Process Improvement, Customer Satisfaction
Education
Pikes Peak Community College
University of Colorado at Colorado Springs
Business Administration and Management, General
Colorado School District 11 July 2010 - Present
Wells Fargo Bank March 2008 - December 2009
RadioShack October 1978 - June 2006
Skills
Customer Service, Microsoft Excel, Outlook, Access, Microsoft Office, Budgets, PowerPoint, Data Analysis, Microsoft Word, Team Building, Leadership, Process Improvement, Customer Satisfaction
Education
Pikes Peak Community College
University of Colorado at Colorado Springs
Business Administration and Management, General
Angie Gorman's Wells Fargo Bank Experience January 2010 - September 2011
Job Vice President, Product Services at Infovisa
Industry Banking
Experience
Infovisa November 2012 - Present
Wells Fargo September 2011 - November 2012
Wells Fargo Bank January 2010 - September 2011
Wachovia, A Wells Fargo Company January 2003 - January 2010
Infovisa 1998 - 2003
Skills
Requirements Analysis, Microsoft SQL Server, Oracle, Access, Testing, Program Management, Training, SDLC, Requirements Gathering, Business Requirements, SQL, Process Improvement, Data Warehousing, Business Analysis, Visio
Education
Pennsylvania State University-Erie Campus 1994 — 1998
BS, Management Information Systems
Windber Area High School
Infovisa November 2012 - Present
Wells Fargo September 2011 - November 2012
Wells Fargo Bank January 2010 - September 2011
Wachovia, A Wells Fargo Company January 2003 - January 2010
Infovisa 1998 - 2003
Skills
Requirements Analysis, Microsoft SQL Server, Oracle, Access, Testing, Program Management, Training, SDLC, Requirements Gathering, Business Requirements, SQL, Process Improvement, Data Warehousing, Business Analysis, Visio
Education
Pennsylvania State University-Erie Campus 1994 — 1998
BS, Management Information Systems
Windber Area High School
Sue Pegram's Wells Fargo Bank Experience October 1986 - February 2009
Job Finance Department at Tacoma Public Schools #10
Industry Accounting
Experience
Tacoma Public Schools #10 June 2015 - Present
Cedar Building Service, Inc, September 2013 - May 2015
HomeStreet Bank March 2011 - July 2013
Wells Fargo Bank October 1986 - February 2009
Wells Fargo Bank October 1983 - February 2009
Skills
Consumer Lending, Loans, Credit, Small Business Lending, Banking, Mortgage Lending, Lines Of Credit, Credit Analysis, Cash Management, Loan Origination, Mortgage Banking, Retail Banking, Financial Analysis, Deposits, Sales
Education
American Institute of Banking 1998 — 2002
General Banking, Business, Accounting
Pierce College at Puyallup
Business Administration and Management, General, 3.8
Queen Anne High School
Tacoma Public Schools #10 June 2015 - Present
Cedar Building Service, Inc, September 2013 - May 2015
HomeStreet Bank March 2011 - July 2013
Wells Fargo Bank October 1986 - February 2009
Wells Fargo Bank October 1983 - February 2009
Skills
Consumer Lending, Loans, Credit, Small Business Lending, Banking, Mortgage Lending, Lines Of Credit, Credit Analysis, Cash Management, Loan Origination, Mortgage Banking, Retail Banking, Financial Analysis, Deposits, Sales
Education
American Institute of Banking 1998 — 2002
General Banking, Business, Accounting
Pierce College at Puyallup
Business Administration and Management, General, 3.8
Queen Anne High School
Nick McCune's Wells Fargo Bank Experience March 2008 - Present
Job Senior Securites Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2008 - Present
Public Financial Management January 2007 - February 2008
Skills
Financial Analysis
Education
Penn State University 2004 — 2007
B.S., Finance
Wells Fargo Bank March 2008 - Present
Public Financial Management January 2007 - February 2008
Skills
Financial Analysis
Education
Penn State University 2004 — 2007
B.S., Finance
Marion Fuget's Wells Fargo Bank Experience
Job CTFA & CISP at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank
Skills
Investments, Banking, Wealth Management, Risk Management, Asset Management, Private Banking, Retirement Planning, Estate Administration, Financial Services, Trust Services, Estate Planning, Portfolio Management, Real Estate, Securities, Trusts, Mutual Funds, Asset Managment, Budgets, Customer Service, Financial Modeling, Research, Team Building, Staff Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
BSM, Business Management
Wells Fargo Bank
Skills
Investments, Banking, Wealth Management, Risk Management, Asset Management, Private Banking, Retirement Planning, Estate Administration, Financial Services, Trust Services, Estate Planning, Portfolio Management, Real Estate, Securities, Trusts, Mutual Funds, Asset Managment, Budgets, Customer Service, Financial Modeling, Research, Team Building, Staff Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
BSM, Business Management
Megan Thorpe Stanfield's Wells Fargo Bank Experience September 2009 - Present
Job Private Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 2009 - Present
Sterling Savings Bank January 2002 - September 2009
Bank of America May 1991 - December 2001
Whatcom Community College September 1990 - August 1991
Skills
Wealth Management, Credit, Financial Planning, Foreign Exchange..., Insurance Planning, Financial Planners, Strategic Financial..., Portfolio Management, Private Banking, Leadership, Management, Commercial Lending, Commercial Banking, Banking, Loans, Small Business Lending, Series 7, Credit Analysis, Loan Origination, Investments, Lines Of Credit, Wealth, Mortgage Lending, Consumer Lending
Education
Pepperdine University
Communication, Public Relations
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
St. Bonaventure High School
Wells Fargo Bank September 2009 - Present
Sterling Savings Bank January 2002 - September 2009
Bank of America May 1991 - December 2001
Whatcom Community College September 1990 - August 1991
Skills
Wealth Management, Credit, Financial Planning, Foreign Exchange..., Insurance Planning, Financial Planners, Strategic Financial..., Portfolio Management, Private Banking, Leadership, Management, Commercial Lending, Commercial Banking, Banking, Loans, Small Business Lending, Series 7, Credit Analysis, Loan Origination, Investments, Lines Of Credit, Wealth, Mortgage Lending, Consumer Lending
Education
Pepperdine University
Communication, Public Relations
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
St. Bonaventure High School
Gary Vessecchia's Wells Fargo Bank Experience April 2014 - Present
Job Senior Vice PresidentRM at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank April 2014 - Present
HSBC Bank USA December 2007 - April 2014
GMAC Commercial Finance 2004 - 2007
CIT Group August 1994 - October 2004
Skills
Risk Management, Commercial Banking, Small Business Lending, Financial Structuring, Credit Analysis, Factoring, Banking, Commercial Lending, Cash Flow Lending, Mergers, Commercial Finance, Credit, Structured Finance, Credit Risk, Financial Analysis, Portfolio Management, Trade Finance, Middle Market, Finance, Asset Based Lending, Financial Modeling, Cash Flow, Cash Management, Corporate Finance, Due Diligence, Financial Services, Loans, Mergers, Treasury Management
Education
The University of Texas at Dallas - School of Management 2001 — 2003
MS, Accounting
Wake Forest University - Babcock Graduate School of Management 1995 — 1997
MBA, Business Administration
Penn State University 1983 — 1987
BS, Finance
Cardinal Spellman HS 1979 — 1983
Wells Fargo Bank April 2014 - Present
HSBC Bank USA December 2007 - April 2014
GMAC Commercial Finance 2004 - 2007
CIT Group August 1994 - October 2004
Skills
Risk Management, Commercial Banking, Small Business Lending, Financial Structuring, Credit Analysis, Factoring, Banking, Commercial Lending, Cash Flow Lending, Mergers, Commercial Finance, Credit, Structured Finance, Credit Risk, Financial Analysis, Portfolio Management, Trade Finance, Middle Market, Finance, Asset Based Lending, Financial Modeling, Cash Flow, Cash Management, Corporate Finance, Due Diligence, Financial Services, Loans, Mergers, Treasury Management
Education
The University of Texas at Dallas - School of Management 2001 — 2003
MS, Accounting
Wake Forest University - Babcock Graduate School of Management 1995 — 1997
MBA, Business Administration
Penn State University 1983 — 1987
BS, Finance
Cardinal Spellman HS 1979 — 1983
Deb Surma Martin's Wells Fargo Bank Experience November 2003 - October 2011
Job Client Services at Continental
Industry Automotive
Experience
Continental November 2014 - Present
Accenture Credit Services October 2011 - December 2013
Wells Fargo Bank November 2003 - October 2011
Electronic Data Systems 2000 - 2003
United Guaranty Corporation 1992 - 1999
Skills
Banking, Loans, Loan Origination, Refinance, FHA, Underwriting, Residential Mortgages, Credit Risk, Financial Services, Credit, Relationship Management, Credit Analysis, Mortgage Lending, Finance, Risk Management, Mortgage Banking, Process Improvement, Management, Call Centers
Education
Executive Management Program, FARR, Greensboro, NC
Pfeiffer University
Bachelor of Science, Business Adminstration
Continental November 2014 - Present
Accenture Credit Services October 2011 - December 2013
Wells Fargo Bank November 2003 - October 2011
Electronic Data Systems 2000 - 2003
United Guaranty Corporation 1992 - 1999
Skills
Banking, Loans, Loan Origination, Refinance, FHA, Underwriting, Residential Mortgages, Credit Risk, Financial Services, Credit, Relationship Management, Credit Analysis, Mortgage Lending, Finance, Risk Management, Mortgage Banking, Process Improvement, Management, Call Centers
Education
Executive Management Program, FARR, Greensboro, NC
Pfeiffer University
Bachelor of Science, Business Adminstration
Michael Stoutenger's Wells Fargo Bank Experience February 2010 - Present
Job Producer at MJS Studios
Industry Financial Services
Experience
Wells Fargo Bank February 2010 - Present
MJS Studios January 2005 - Present
Education
Penn State University 2005 — 2009
Marketing and Management
Wells Fargo Bank February 2010 - Present
MJS Studios January 2005 - Present
Education
Penn State University 2005 — 2009
Marketing and Management
Alice Kopfer's Wells Fargo Bank Experience June 1976 - March 2009
Job Administrator at iAB Financial Bank
Industry Banking
Experience
iAB Financial Bank October 2012 - Present
Grabill Bank September 2010 - October 2012
Wells Fargo Bank June 1976 - March 2009
Skills
Probate, Estate Planning, Trusts, Charitable Trusts, Grant Writing, Investment Management, Wealth, Strategic Financial..., Mutual Funds, Real Estate, Series 7, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Insurance, Fundraising, IRAs, Nonprofits
Education
ABA Trust School 1981 — 1984
Certification
Penn State University 1968 — 1972
BS, Elementary Education
iAB Financial Bank October 2012 - Present
Grabill Bank September 2010 - October 2012
Wells Fargo Bank June 1976 - March 2009
Skills
Probate, Estate Planning, Trusts, Charitable Trusts, Grant Writing, Investment Management, Wealth, Strategic Financial..., Mutual Funds, Real Estate, Series 7, Investments, Retirement Planning, Investment Advisory, Asset Allocation, Insurance, Fundraising, IRAs, Nonprofits
Education
ABA Trust School 1981 — 1984
Certification
Penn State University 1968 — 1972
BS, Elementary Education
Brett Morley's Wells Fargo Bank Experience September 2006 - Present
Job Collateral Construction Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 2006 - Present
Skills
Banking, Credit, Loans, Portfolio Management
Education
Pennsylvania College of Technology 2000 — 2004
BS, Construction Management
Wells Fargo Bank September 2006 - Present
Skills
Banking, Credit, Loans, Portfolio Management
Education
Pennsylvania College of Technology 2000 — 2004
BS, Construction Management
Dava Krall's Wells Fargo Bank Experience 2010 - Present
Job Trust Administrator at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Bank 2010 - Present
Wells Fargo Philanthropic Services 2009 - Present
Skills
Asset Management, Loans, Investments, Accounting, Philanthropy, Wealth Management, Mutual Funds, Banking, Portfolio Management, Nonprofits, Asset Allocation, Securities, Estate Planning, Financial Services, Financial Planning, Retirement Planning
Education
Penn State University 1999 — 2002
Bachelor’s Degree, Business/Banking
Wells Fargo Bank 2010 - Present
Wells Fargo Philanthropic Services 2009 - Present
Skills
Asset Management, Loans, Investments, Accounting, Philanthropy, Wealth Management, Mutual Funds, Banking, Portfolio Management, Nonprofits, Asset Allocation, Securities, Estate Planning, Financial Services, Financial Planning, Retirement Planning
Education
Penn State University 1999 — 2002
Bachelor’s Degree, Business/Banking
Scott Holtzapple's Wells Fargo Bank Experience 1988 - Present
Job Director at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank 1988 - Present
Northern Central Bank 1996 - 1997
Skills
Credit, Banking, Loans, Debt Restructuring, Loan Work-outs, Financial Modeling, Financial Analysis, Commercial Real Estate, Strategic Negotiations, Legal Documents
Education
Virginia Polytechnical Institute 1992 — 1995
Masters, Business Administration
Penn State University 1981 — 1985
Bachelor of Science, Finance
Wells Fargo Bank 1988 - Present
Northern Central Bank 1996 - 1997
Skills
Credit, Banking, Loans, Debt Restructuring, Loan Work-outs, Financial Modeling, Financial Analysis, Commercial Real Estate, Strategic Negotiations, Legal Documents
Education
Virginia Polytechnical Institute 1992 — 1995
Masters, Business Administration
Penn State University 1981 — 1985
Bachelor of Science, Finance
Melissa Stout's Wells Fargo Bank Experience October 2007 - November 2011
Job Histology Technician at Caris Life Sciences
Industry Medical Practice
Experience
Caris Life Sciences November 2011 - Present
Wells Fargo Bank October 2007 - November 2011
Skills
Banking, Credit, Loans, Mortgage Lending, Financial Analysis, Consumer Lending, Credit Analysis, Cash Management, Retail Banking, Commercial Banking, Finance, Small Business Lending
Education
Phoenix College 2006 — 2011
Associate's of Applied Science, Histology
Caris Life Sciences November 2011 - Present
Wells Fargo Bank October 2007 - November 2011
Skills
Banking, Credit, Loans, Mortgage Lending, Financial Analysis, Consumer Lending, Credit Analysis, Cash Management, Retail Banking, Commercial Banking, Finance, Small Business Lending
Education
Phoenix College 2006 — 2011
Associate's of Applied Science, Histology
Patsy Wendler Sweet's Wells Fargo Bank Experience August 2006 - Present
Job Mortgage Consultant Renovation Specialist at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2006 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1987
MBA, Business
Wells Fargo Bank August 2006 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1987
MBA, Business
Danielle Barr's Wells Fargo Bank Experience April 2012 - Present
Job SVP Senior Program Manager, Finance at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2012 - Present
Wells Fargo Bank 2005 - 2011
Education
Waynesburg College 1969 — 1973
Bachelor of Arts (B.A.), Psychology
Pennsylvania State University-Great Valley Graduate Center
Master's degree, Organizational Development
Wells Fargo Bank April 2012 - Present
Wells Fargo Bank 2005 - 2011
Education
Waynesburg College 1969 — 1973
Bachelor of Arts (B.A.), Psychology
Pennsylvania State University-Great Valley Graduate Center
Master's degree, Organizational Development
Ed Terpanjian's Wells Fargo Bank Experience July 2007 - Present
Job Business Training Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2007 - Present
World Savings Bank - Acquired by Wachovia Corporation November 1996 - July 2007
Skills
Financial Services, Leadership Development, Banking, Retail Banking, Relationship Management, Performance Management, Process Improvement, Workshop Facilitation, Training, Coaching, Business Analysis, Analysis, Mergers, Sales Management, Database Programming, SQL, Visual Basic
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2010
MBA, Finance
UCLA 1995 — 1998
BS, Political Science
Wells Fargo Bank July 2007 - Present
World Savings Bank - Acquired by Wachovia Corporation November 1996 - July 2007
Skills
Financial Services, Leadership Development, Banking, Retail Banking, Relationship Management, Performance Management, Process Improvement, Workshop Facilitation, Training, Coaching, Business Analysis, Analysis, Mergers, Sales Management, Database Programming, SQL, Visual Basic
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2010
MBA, Finance
UCLA 1995 — 1998
BS, Political Science
Roseann Paciotti's Wells Fargo Bank Experience Global Banking Solutions ConsultingSolutions ConsultantWells Fargo2009 - Present
Job VP at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank Global Banking Solutions ConsultingSolutions ConsultantWells Fargo2009 - Present
Skills
Banking, Credit, Financial Services, Portfolio Management, Management Consulting, Risk Management, Business Strategy
Education
Thunderbird School of Global Management 1980 — 1980
Master of Business Administration (MBA), International Management
Penn State University 1972 — 1976
Bachelor's degree, French Language and Literature
la Sorbonne 1974 — 1975
Diplome Superior, Langue et Civilization Francaise
Wells Fargo Bank Global Banking Solutions ConsultingSolutions ConsultantWells Fargo2009 - Present
Skills
Banking, Credit, Financial Services, Portfolio Management, Management Consulting, Risk Management, Business Strategy
Education
Thunderbird School of Global Management 1980 — 1980
Master of Business Administration (MBA), International Management
Penn State University 1972 — 1976
Bachelor's degree, French Language and Literature
la Sorbonne 1974 — 1975
Diplome Superior, Langue et Civilization Francaise
M Robert Reed's Wells Fargo Bank Experience March 1995 - December 2011
Job Banking Executive
Industry Banking
Experience
WELLS FARGO BANK March 1995 - December 2011
WELLS FARGO BANK March 1992 - March 1995
Skills
Sales Management, Sales, Portfolio Management, Treasury Management, SPIN Sales Training, Training Needs Analysis, Loans, Accounting, Training, Small Business, Credit, Commercial Banking
Education
Pepperdine University
WELLS FARGO BANK March 1995 - December 2011
WELLS FARGO BANK March 1992 - March 1995
Skills
Sales Management, Sales, Portfolio Management, Treasury Management, SPIN Sales Training, Training Needs Analysis, Loans, Accounting, Training, Small Business, Credit, Commercial Banking
Education
Pepperdine University
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank