Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Employee
Years
Job
Industry
Julie T. Pham Julie T. Pham's Wells Fargo Bank Experience 1996 - 1999
Job Accomplished Operations Manager, Emerging Actor & TV Host for Film / TV / Theatre
Industry Computer Software
Experience
BuildingLink.com February 2009 - Present
Auditioning & Acting in NYC September 2004 - Present
Crossings TV October 2014 - Present
AsianBoston Magazine February 2005 - Present
OurStage.com February 2007 - June 2008
CONCENTRIC INVESTMENT MANAGEMENT March 2005 - March 2006
Suffolk University 2000 - 2005
Wells Fargo Bank 1996 - 1999
Skills
Video, Film, Entertainment, Social Media, Editing, Television, Acting, Training, Event Planning, Social Networking, Blogging, Theatre, Web Design, Digital Media, Video Production, Event Management, Email Marketing, Directing, Commercials, Online Marketing, Creative Writing, Social Media Marketing, Copywriting, Know-how, Advertising, SEO
Education
Suffolk University - Sawyer School of Management 2000 — 2004
Bachelor's degree, Finance and Financial Management Services, Summa Cum Laude
William Esper Studio 2008 — 2010
2-Year Conservatory Program, Meisner Technique, N/A
Bob Krakower 2014 — 2015
On-Camera Acting Techniques, On-Camera Acting Techniques, N/A
BuildingLink.com February 2009 - Present
Auditioning & Acting in NYC September 2004 - Present
Crossings TV October 2014 - Present
AsianBoston Magazine February 2005 - Present
OurStage.com February 2007 - June 2008
CONCENTRIC INVESTMENT MANAGEMENT March 2005 - March 2006
Suffolk University 2000 - 2005
Wells Fargo Bank 1996 - 1999
Skills
Video, Film, Entertainment, Social Media, Editing, Television, Acting, Training, Event Planning, Social Networking, Blogging, Theatre, Web Design, Digital Media, Video Production, Event Management, Email Marketing, Directing, Commercials, Online Marketing, Creative Writing, Social Media Marketing, Copywriting, Know-how, Advertising, SEO
Education
Suffolk University - Sawyer School of Management 2000 — 2004
Bachelor's degree, Finance and Financial Management Services, Summa Cum Laude
William Esper Studio 2008 — 2010
2-Year Conservatory Program, Meisner Technique, N/A
Bob Krakower 2014 — 2015
On-Camera Acting Techniques, On-Camera Acting Techniques, N/A
Bev Kimble-Reinert Bev Kimble-Reinert's Wells Fargo Bank Experience August 1994 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 1994 - Present
First State Bank of Austin August 1994 - November 1998
Union Bank October 1969 - August 1991
Education
Stephen F. Austin State University
Bachelor's degree, Special Education and Teaching
Wells Fargo Bank August 1994 - Present
First State Bank of Austin August 1994 - November 1998
Union Bank October 1969 - August 1991
Education
Stephen F. Austin State University
Bachelor's degree, Special Education and Teaching
Matthew Duke Anderson Matthew Duke Anderson's Wells Fargo Bank Experience October 2001 - September 2006
Job QA Analyst Sr. at ARGO Data Resource Corporation
Industry Computer Software
Experience
ARGO January 2015 - Present
ARGO December 2013 - January 2015
ARGO Data Resource Corporation May 2008 - December 2013
ARGO May 2004 - May 2008
Wells Fargo Bank October 2001 - September 2006
Staffmark, Inc. July 2000 - August 2001
Regal Staffing Services July 1999 - July 2000
SkillStaff Personnel Services / Office Specialists July 1994 - July 1999
Kelly Services December 1988 - July 1994
Fidelity Investments October 1987 - October 1988
Skills
Process Improvement, Quality Assurance, Software Quality..., Quality Center, Test Cases, Requirements Analysis
Education
Stephen F. Austin State University 1979 — 1985
BBA, Economics / Finance / General Business / Accounting
American Software Testing Qualifications Board (ASTQB)
ASTQB Certificate
ARGO January 2015 - Present
ARGO December 2013 - January 2015
ARGO Data Resource Corporation May 2008 - December 2013
ARGO May 2004 - May 2008
Wells Fargo Bank October 2001 - September 2006
Staffmark, Inc. July 2000 - August 2001
Regal Staffing Services July 1999 - July 2000
SkillStaff Personnel Services / Office Specialists July 1994 - July 1999
Kelly Services December 1988 - July 1994
Fidelity Investments October 1987 - October 1988
Skills
Process Improvement, Quality Assurance, Software Quality..., Quality Center, Test Cases, Requirements Analysis
Education
Stephen F. Austin State University 1979 — 1985
BBA, Economics / Finance / General Business / Accounting
American Software Testing Qualifications Board (ASTQB)
ASTQB Certificate
Jennifer Trainor Jennifer Trainor's Wells Fargo Bank Experience 1996 - 1998
Job Principal at Jennifer Trainor Consulting
Industry Computer Software
Experience
Jennifer Trainor Consulting 1994 - Present
xyberShield, Inc. March 2012 - December 2012
Added Value/Cheskin 2004 - 2012
Riverdeep 2002 - 2003
Hooked on Phonics 1998 - 2001
Wells Fargo Bank 1996 - 1998
Riva Software Distributors August 1985 - August 1989
Portal Publications (part of Devon Publishing Group) September 1985 - September 1988
MicroPro International August 1982 - August 1986
Skills
Marketing Strategy, Customer Insight, Product Management, Management, Project Planning, Organizational..., Analytics, Marketing, Project Management, Marketing Communications, Strategy, Social Media, Business Strategy, Analysis, Product Innovation, Business Planning, Nonprofits, Strategic Planning, Market Research, Competitive Analysis, Start-ups, Management Consulting, Business Development, Entrepreneurship, Strategic Partnerships, Segmentation, Public Relations
Education
Yale University - Yale School of Management 1978 — 1980
MBA, Marketing and Finance
Stanford University 1972 — 1976
BA, International Relations
Jennifer Trainor Consulting 1994 - Present
xyberShield, Inc. March 2012 - December 2012
Added Value/Cheskin 2004 - 2012
Riverdeep 2002 - 2003
Hooked on Phonics 1998 - 2001
Wells Fargo Bank 1996 - 1998
Riva Software Distributors August 1985 - August 1989
Portal Publications (part of Devon Publishing Group) September 1985 - September 1988
MicroPro International August 1982 - August 1986
Skills
Marketing Strategy, Customer Insight, Product Management, Management, Project Planning, Organizational..., Analytics, Marketing, Project Management, Marketing Communications, Strategy, Social Media, Business Strategy, Analysis, Product Innovation, Business Planning, Nonprofits, Strategic Planning, Market Research, Competitive Analysis, Start-ups, Management Consulting, Business Development, Entrepreneurship, Strategic Partnerships, Segmentation, Public Relations
Education
Yale University - Yale School of Management 1978 — 1980
MBA, Marketing and Finance
Stanford University 1972 — 1976
BA, International Relations
Barrie Phillip Barrie Phillip's Wells Fargo Bank Experience April 2009 - October 2013
Job Vice President/Sr. Business Relationship Manager at HSBC Bank N. A.
Industry Banking
Experience
HSBC Bank N. A. October 2013 - Present
Wells Fargo Bank April 2009 - October 2013
Washington Mutual June 2007 - April 2009
HSBC 2005 - 2007
Astoria Federal Savings 2003 - 2005
EAB 1997 - 2003
Citibank 1993 - 1995
Skills
Credit, Portfolio Management, Loans, Deposits, Credit Analysis, Small Business, Banking, Risk Management, Cash Management, Commercial Banking, Relationship Management, Financial Analysis, Cross Selling, Business Development, Lines Of Credit, Small Business Lending, Consumer Lending, Commercial Lending, Management
Education
State University of New York College at Oswego 1981 — 1985
BS, Business Administration
State University of New York College at Oswego 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
HSBC Bank N. A. October 2013 - Present
Wells Fargo Bank April 2009 - October 2013
Washington Mutual June 2007 - April 2009
HSBC 2005 - 2007
Astoria Federal Savings 2003 - 2005
EAB 1997 - 2003
Citibank 1993 - 1995
Skills
Credit, Portfolio Management, Loans, Deposits, Credit Analysis, Small Business, Banking, Risk Management, Cash Management, Commercial Banking, Relationship Management, Financial Analysis, Cross Selling, Business Development, Lines Of Credit, Small Business Lending, Consumer Lending, Commercial Lending, Management
Education
State University of New York College at Oswego 1981 — 1985
BS, Business Administration
State University of New York College at Oswego 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Elaine Kroll's Wells Fargo Bank Experience March 2007 - April 2014
Job Vice President & Senior Industry Specialist at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo April 2014 - Present
Catholic Social Services January 2014 - Present
Wells Fargo Bank March 2007 - April 2014
Anchorage Library Foundation 2009 - July 2013
Wells Fargo Bank June 2006 - January 2007
Wells Fargo Bank March 2004 - June 2006
Wells Fargo January 2002 - March 2004
National Bank May 1999 - December 2001
Skills
Organizational..., Customer Service, Retail Banking, Executive Management, Marketing Strategy, Training, Sales, Banking, Leadership Development, Cross Selling, Leadership, Management, Marketing, Risk Management, Strategy, Small Business
Education
Pacific Coast Banking School 2013 — 2015
Graduate school for bankers, Banking and Financial Support Services
SUNY Fredonia 1987 — 1990
Bachelor of Science, in Business Administration
State University of New York College at Fredonia 1987 — 1990
BS, Business Administration, Marketing Concentration
Wells Fargo July 2015 - Present
Wells Fargo April 2014 - Present
Catholic Social Services January 2014 - Present
Wells Fargo Bank March 2007 - April 2014
Anchorage Library Foundation 2009 - July 2013
Wells Fargo Bank June 2006 - January 2007
Wells Fargo Bank March 2004 - June 2006
Wells Fargo January 2002 - March 2004
National Bank May 1999 - December 2001
Skills
Organizational..., Customer Service, Retail Banking, Executive Management, Marketing Strategy, Training, Sales, Banking, Leadership Development, Cross Selling, Leadership, Management, Marketing, Risk Management, Strategy, Small Business
Education
Pacific Coast Banking School 2013 — 2015
Graduate school for bankers, Banking and Financial Support Services
SUNY Fredonia 1987 — 1990
Bachelor of Science, in Business Administration
State University of New York College at Fredonia 1987 — 1990
BS, Business Administration, Marketing Concentration
Jason Stewart, CIMA Jason Stewart, CIMA's Wells Fargo Bank Experience April 1995 - June 1997
Job Vice President, Regional Director at Chartwell Investment Partners
Industry Financial Services
Experience
Chartwell Investment Partners 2012 - Present
Breathe California Golden Gate Public Health Partnership February 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Smith Barney 2000 - 2009
Smith Barney November 1998 - November 2000
Smith Barney June 1997 - November 1998
Wells Fargo Bank April 1995 - June 1997
State Street Bank January 1994 - April 1995
Skills
Separately Managed..., Series 7, Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investments, Series 63, Series 65, Portfolio Management, Equities, Investment Strategies, Hedge Funds, Investment Management, Financial Analysis, Asset Management
Education
Stanford University 1989 — 1993
BA, Economics
Redwood High School 1985 — 1989
Chartwell Investment Partners 2012 - Present
Breathe California Golden Gate Public Health Partnership February 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Smith Barney 2000 - 2009
Smith Barney November 1998 - November 2000
Smith Barney June 1997 - November 1998
Wells Fargo Bank April 1995 - June 1997
State Street Bank January 1994 - April 1995
Skills
Separately Managed..., Series 7, Asset Allocation, Alternative Investments, Wealth Management, Asset Managment, Investment Advisory, Mutual Funds, Investments, Series 63, Series 65, Portfolio Management, Equities, Investment Strategies, Hedge Funds, Investment Management, Financial Analysis, Asset Management
Education
Stanford University 1989 — 1993
BA, Economics
Redwood High School 1985 — 1989
Lou Ann Richardson Lou Ann Richardson's Wells Fargo Bank Experience May 1995 - Present
Job EVP Region Head U.S. Sales at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank May 1995 - Present
BNY Mellon February 1990 - May 1995
First Republic Bank Dallas, TX 1985 - 1990
Skills
Credit Analysis, Loans, Program Management, Commercial Banking, Risk Management, Commercial Lending, Portfolio Management, Treasury Management, Credit, Banking, Cross Selling, Financial Analysis, Payments, Financial Services
Education
Stephen F. Austin State University 1979 — 1983
BBA, Business
Wells Fargo Bank May 1995 - Present
BNY Mellon February 1990 - May 1995
First Republic Bank Dallas, TX 1985 - 1990
Skills
Credit Analysis, Loans, Program Management, Commercial Banking, Risk Management, Commercial Lending, Portfolio Management, Treasury Management, Credit, Banking, Cross Selling, Financial Analysis, Payments, Financial Services
Education
Stephen F. Austin State University 1979 — 1983
BBA, Business
Susan Kistler's Wells Fargo Bank Experience 1974 - 1976
Job CEO, Independent Optical Shop
Industry Retail
Experience
Specs Optical, LLC 2003 - Present
Henry B. Kistler, Jr., M.D., Ph.D. January 1995 - December 2009
University School of Nashville 1992 - 1999
Susan Keller Kistler January 1989 - January 1996
Amdahl Corp. 1984 - 1989
Amdahl Corp. January 1983 - January 1984
IBM 1982 - 1983
IBM 1978 - 1982
Wells Fargo Bank 1974 - 1976
Skills
Customer Service, Negotiation, Fundraising, Management, Inventory Management, Human Resources, Competitive Analysis, Finance, Strategic Financial..., Managerial Finance, Pricing, Start-ups, Leadership Development, Marketing, Analysis, Product Development, Leadership, Sales Operations, Program Management, Product Marketing, Strategic Planning, Sales, Mergers, Project Planning, Business Planning, Strategy, Retail, Customer Satisfaction, Small Business, Contract Negotiation, Team Building, Entrepreneurship, Marketing Strategy, Business Strategy, New Business Development, Training, Coaching, Sales Management, Budgets, Analytics, Business Development, Merchandising
Education
Stanford University Graduate School of Business 1976 — 1978
MBA, Business
Stanford University 1971 — 1974
AB, Economics
The University of Texas at Austin 1970 — 1971
Specs Optical, LLC 2003 - Present
Henry B. Kistler, Jr., M.D., Ph.D. January 1995 - December 2009
University School of Nashville 1992 - 1999
Susan Keller Kistler January 1989 - January 1996
Amdahl Corp. 1984 - 1989
Amdahl Corp. January 1983 - January 1984
IBM 1982 - 1983
IBM 1978 - 1982
Wells Fargo Bank 1974 - 1976
Skills
Customer Service, Negotiation, Fundraising, Management, Inventory Management, Human Resources, Competitive Analysis, Finance, Strategic Financial..., Managerial Finance, Pricing, Start-ups, Leadership Development, Marketing, Analysis, Product Development, Leadership, Sales Operations, Program Management, Product Marketing, Strategic Planning, Sales, Mergers, Project Planning, Business Planning, Strategy, Retail, Customer Satisfaction, Small Business, Contract Negotiation, Team Building, Entrepreneurship, Marketing Strategy, Business Strategy, New Business Development, Training, Coaching, Sales Management, Budgets, Analytics, Business Development, Merchandising
Education
Stanford University Graduate School of Business 1976 — 1978
MBA, Business
Stanford University 1971 — 1974
AB, Economics
The University of Texas at Austin 1970 — 1971
David Goldfisher David Goldfisher's Wells Fargo Bank Experience January 1995 - February 1997
Job Principal and Founder at The Henley Group
Industry Commercial Real Estate
Experience
The Henley Group, Inc. October 2008 - Present
LaSalle Bank February 2004 - March 2008
Bear Stearns April 1997 - April 2004
Wells Fargo Bank January 1995 - February 1997
Skills
Negotiation, Financial Modeling, Real Estate Transactions, Restructuring, Real Estate Economics, Asset Managment, Due Diligence, Real Estate, Capital Markets, Structured Finance, Valuation, Real Estate Development, Disposition, Financial Analysis, Financial Structuring, Commercial Real Estate, Mortgage Lending, Loans, Banking, Commercial Mortgages, Asset Management
Education
The George Washington University - School of Business 1994 — 1996
MBA, Finance & Investments
Stockton University 1990 — 1994
BS, Management Information Systems
The Henley Group, Inc. October 2008 - Present
LaSalle Bank February 2004 - March 2008
Bear Stearns April 1997 - April 2004
Wells Fargo Bank January 1995 - February 1997
Skills
Negotiation, Financial Modeling, Real Estate Transactions, Restructuring, Real Estate Economics, Asset Managment, Due Diligence, Real Estate, Capital Markets, Structured Finance, Valuation, Real Estate Development, Disposition, Financial Analysis, Financial Structuring, Commercial Real Estate, Mortgage Lending, Loans, Banking, Commercial Mortgages, Asset Management
Education
The George Washington University - School of Business 1994 — 1996
MBA, Finance & Investments
Stockton University 1990 — 1994
BS, Management Information Systems
Michael Keith Michael Keith's Wells Fargo Bank Experience November 1999 - May 2001
Job Senior Relationship Manager, MidCorporate Banking
Industry Banking
Experience
Fifth Third Bank March 2015 - Present
PlainsCapital Bank January 2009 - March 2015
Wachiovia Bank, NA September 2005 - December 2008
Compass Bank 2001 - 2005
Wells Fargo Bank November 1999 - May 2001
Bank of America November 1992 - November 1999
Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Underwriting, Portfolio Management, Credit, Banking, Loan Origination, Small Business Lending, Financial Analysis, Asset Based Lending, Treasury Management
Education
Stephen F. Austin State University 1987 — 1991
BBA, Finance
Fifth Third Bank March 2015 - Present
PlainsCapital Bank January 2009 - March 2015
Wachiovia Bank, NA September 2005 - December 2008
Compass Bank 2001 - 2005
Wells Fargo Bank November 1999 - May 2001
Bank of America November 1992 - November 1999
Skills
Commercial Banking, Commercial Lending, Loans, Credit Analysis, Underwriting, Portfolio Management, Credit, Banking, Loan Origination, Small Business Lending, Financial Analysis, Asset Based Lending, Treasury Management
Education
Stephen F. Austin State University 1987 — 1991
BBA, Finance
Sandra Aponte Sandra Aponte's Wells Fargo Bank Experience October 2014 - Present
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank October 2014 - Present
Wells Fargo May 2013 - September 2014
Skills
Administrative..., Mortgage Lending, Mortgage Underwriting, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Publisher, Medical Terminology, Medical Billing, Patient Support, Bilingual Communications, Customer Service, Sales, Problem Solving, Team Building, Secretarial Skills, Office Administration, Microsoft Office, Banking, Budgets, Management, Negotiation, Sales Operations
Education
State University of New York Empire State College 1998 — 2001
Business Administration and Management, General
Wells Fargo Bank October 2014 - Present
Wells Fargo May 2013 - September 2014
Skills
Administrative..., Mortgage Lending, Mortgage Underwriting, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Microsoft Publisher, Medical Terminology, Medical Billing, Patient Support, Bilingual Communications, Customer Service, Sales, Problem Solving, Team Building, Secretarial Skills, Office Administration, Microsoft Office, Banking, Budgets, Management, Negotiation, Sales Operations
Education
State University of New York Empire State College 1998 — 2001
Business Administration and Management, General
Raquel Rosales's Wells Fargo Bank Experience March 2013 - September 2014
Job Personal Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo March 2013 - September 2014
Wells Fargo Bank March 2013 - September 2014
Advance America March 2012 - March 2013
ACE Cash Express February 2007 - March 2013
US Army May 2003 - May 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Banking, Customer Service, Customer Experience
Education
Strayer University 2009 — 2014
Associate's Degree, Business Administration and Management, General, 3.0
Wells Fargo March 2013 - September 2014
Wells Fargo Bank March 2013 - September 2014
Advance America March 2012 - March 2013
ACE Cash Express February 2007 - March 2013
US Army May 2003 - May 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Banking, Customer Service, Customer Experience
Education
Strayer University 2009 — 2014
Associate's Degree, Business Administration and Management, General, 3.0
Paula Kinnison Paula Kinnison's Wells Fargo Bank Experience November 1992 - Present
Job Vice President and Senior Real Estate Industry Specialist at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank November 1992 - Present
Wells Fargo Bank November 1992 - Present
Carmack Family Properties June 1986 - Present
Strategic Property Associates January 2001 - September 2015
Prudential Realty Group July 1985 - November 1989
Skills
Commercial Real Estate, Finance, Management, Mortgage Underwriting, Financial Analysis, Property Management, Loans, Mortgage Lending, Real Estate, Public Speaking, Investments
Education
University of California, Los Angeles - The Anderson School of Management 1983 — 1985
Master of Business Administration (MBA), Real Estate and Finance
Stanford University 1978 — 1982
Bachelor of Arts (BA), Public Policy
Wells Fargo Bank November 1992 - Present
Wells Fargo Bank November 1992 - Present
Carmack Family Properties June 1986 - Present
Strategic Property Associates January 2001 - September 2015
Prudential Realty Group July 1985 - November 1989
Skills
Commercial Real Estate, Finance, Management, Mortgage Underwriting, Financial Analysis, Property Management, Loans, Mortgage Lending, Real Estate, Public Speaking, Investments
Education
University of California, Los Angeles - The Anderson School of Management 1983 — 1985
Master of Business Administration (MBA), Real Estate and Finance
Stanford University 1978 — 1982
Bachelor of Arts (BA), Public Policy
Chris Noessner Chris Noessner's Wells Fargo Bank Experience January 2009 - November 2012
Job Treasury Management Sales Analyst 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo Bank January 2009 - November 2012
John Holtz Honda October 2004 - September 2008
Skills
Sales, New Business Development, Treasury Management, Treasury Services, Accounts Payable, Accounts Receivable, Business Relationship..., Business Process..., Experienced Business..., Business Strategy, Sales Management, Strategic Planning, Customer Service, Banking, Portfolio Management, Relationship Management, Commercial Banking, Financial Analysis, Financial Services, Marketing, Finance, Process Improvement, Management, Leadership, Negotiation, Team Building, Credit, Cross Selling
Education
State University of New York College at Geneseo 1998 — 2003
Wells Fargo November 2012 - Present
Wells Fargo Bank January 2009 - November 2012
John Holtz Honda October 2004 - September 2008
Skills
Sales, New Business Development, Treasury Management, Treasury Services, Accounts Payable, Accounts Receivable, Business Relationship..., Business Process..., Experienced Business..., Business Strategy, Sales Management, Strategic Planning, Customer Service, Banking, Portfolio Management, Relationship Management, Commercial Banking, Financial Analysis, Financial Services, Marketing, Finance, Process Improvement, Management, Leadership, Negotiation, Team Building, Credit, Cross Selling
Education
State University of New York College at Geneseo 1998 — 2003
Reya Duenas Reya Duenas's Wells Fargo Bank Experience July 2000 - October 2006
Job Design Director
Industry Design
Experience
Santa Catalina Island Company December 2012 - Present
M+D Design Studio October 2011 - Present
The Bright Group September 2008 - May 2010
Pantheon October 2006 - September 2007
Wells Fargo Bank July 2000 - October 2006
Skills
Sketchbook Pro, AutoCAD, Photoshop, Photography, Revit, Customer Service, Custom Homes, 3D Studio Max, Illustrator, Hand Drafting, Rendering, Hospitality, Residential Design, Commercial Banking, Retail Banking, InDesign, Independent Film, Interior Design, Adobe Creative Suite, Microsoft Office, Concept Design, Concept Development, Schematic, Development Design, Space-planning, Construction Drawings, Architectural Details, FF&E, Model Making, SU Podium, Space planning, Drawing, Art
Education
Suffolk University 2008 — 2011
Master of Arts (M.A.), Interior Design
California State University 2000 — 2005
B.A, Film & Electronic Media
Santa Catalina Island Company December 2012 - Present
M+D Design Studio October 2011 - Present
The Bright Group September 2008 - May 2010
Pantheon October 2006 - September 2007
Wells Fargo Bank July 2000 - October 2006
Skills
Sketchbook Pro, AutoCAD, Photoshop, Photography, Revit, Customer Service, Custom Homes, 3D Studio Max, Illustrator, Hand Drafting, Rendering, Hospitality, Residential Design, Commercial Banking, Retail Banking, InDesign, Independent Film, Interior Design, Adobe Creative Suite, Microsoft Office, Concept Design, Concept Development, Schematic, Development Design, Space-planning, Construction Drawings, Architectural Details, FF&E, Model Making, SU Podium, Space planning, Drawing, Art
Education
Suffolk University 2008 — 2011
Master of Arts (M.A.), Interior Design
California State University 2000 — 2005
B.A, Film & Electronic Media
Miguel A.M. Olivo Miguel A.M. Olivo's Wells Fargo Bank Experience December 2006 - September 2011
Job Independent Representative at WorldVentures
Industry Telecommunications
Experience
WorldVentures March 2014 - Present
Verizon Wireless January 2013 - Present
Wells Fargo Bank December 2006 - September 2011
Skills
Loans, Credit, Banking, Commercial Banking, Training, Lines Of Credit, Customer Service, Commercial Lending, Sales, Deposits, Time Management, Loan Origination, Small Business Lending, Microsoft Excel, Consumer Lending
Education
Strayer University 2013 — 2016
Master of Business Administration (M.B.A.), Management, 3.7
LIFE Pacific Collebe 2002 — 2006
Bachelors, Biblical Studies
WorldVentures March 2014 - Present
Verizon Wireless January 2013 - Present
Wells Fargo Bank December 2006 - September 2011
Skills
Loans, Credit, Banking, Commercial Banking, Training, Lines Of Credit, Customer Service, Commercial Lending, Sales, Deposits, Time Management, Loan Origination, Small Business Lending, Microsoft Excel, Consumer Lending
Education
Strayer University 2013 — 2016
Master of Business Administration (M.B.A.), Management, 3.7
LIFE Pacific Collebe 2002 — 2006
Bachelors, Biblical Studies
Nancy Traylor Nancy Traylor's Wells Fargo Bank Experience June 2010 - August 2011
Job Branch Processing Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
SunTrust Bank September 2014 - Present
Wells Fargo Home Mortgage February 2013 - November 2013
Wells Fargo Home Mortgage February 2012 - January 2013
Wells Fargo Bank June 2010 - August 2011
Wells Fargo Home Mortgage April 2007 - January 2010
Wachovia, A Wells Fargo Company 1995 - April 2007
Wachovia, A Wells Fargo Company February 1993 - April 1995
Skills
Excel, Word, PowerPoint, Mortgage Lending, Mortgage, Loan Origination, Call Center, Loans, Credit, Underwriting, Banking, FHA, Mortgage Banking, Consumer Lending, Customer Service, Outlook, Microsoft Excel, Finance, Call Centers, Sales, Microsoft Word, Training, Selling, Refinance, Team Building, Access, Coaching, Home Equity Loans, Sales Management, Commercial Lending, Management, Commercial Banking, Residential Mortgages
Education
Strayer University (VA) 2009 — 2011
Business Administration
SunTrust Bank September 2014 - Present
Wells Fargo Home Mortgage February 2013 - November 2013
Wells Fargo Home Mortgage February 2012 - January 2013
Wells Fargo Bank June 2010 - August 2011
Wells Fargo Home Mortgage April 2007 - January 2010
Wachovia, A Wells Fargo Company 1995 - April 2007
Wachovia, A Wells Fargo Company February 1993 - April 1995
Skills
Excel, Word, PowerPoint, Mortgage Lending, Mortgage, Loan Origination, Call Center, Loans, Credit, Underwriting, Banking, FHA, Mortgage Banking, Consumer Lending, Customer Service, Outlook, Microsoft Excel, Finance, Call Centers, Sales, Microsoft Word, Training, Selling, Refinance, Team Building, Access, Coaching, Home Equity Loans, Sales Management, Commercial Lending, Management, Commercial Banking, Residential Mortgages
Education
Strayer University (VA) 2009 — 2011
Business Administration
Gerald Stevenson Gerald Stevenson's Wells Fargo Bank Experience March 2005 - Present
Job Collection Supervisor at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2005 - Present
CLEAR Wireless in Charlotte NC 2009 - 2009
Skills
Loans, Mortgage Banking, Portfolio Management, Risk Management, Credit Risk, Credit, Mortgage Lending, Credit Analysis, Finance, Banking, Investments
Education
Strayer University 2012 — 2014
Wells Fargo Bank March 2005 - Present
CLEAR Wireless in Charlotte NC 2009 - 2009
Skills
Loans, Mortgage Banking, Portfolio Management, Risk Management, Credit Risk, Credit, Mortgage Lending, Credit Analysis, Finance, Banking, Investments
Education
Strayer University 2012 — 2014
Danielle Martone Danielle Martone's Wells Fargo Bank Experience 2009 - Present
Job Underwriter at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank 2009 - Present
Citi 2008 - 2009
American Home Key 2007 - 2008
Skills
Mortgage Underwriting, FHA, USDA, Government Loans, Mad Skills, HUD184 DG, SAR
Education
State University of New York College at Oswego 1987 — 1988
Wells Fargo Bank 2009 - Present
Citi 2008 - 2009
American Home Key 2007 - 2008
Skills
Mortgage Underwriting, FHA, USDA, Government Loans, Mad Skills, HUD184 DG, SAR
Education
State University of New York College at Oswego 1987 — 1988
Jose Capellan Jose Capellan's Wells Fargo Bank Experience February 2010 - June 2011
Job Bilingual Legal Assistant
Industry Legal Services
Experience
Midani, Hinkle, & Cole L.L.P March 2012 - Present
Wells Fargo Bank February 2010 - June 2011
Mattress Firm December 2008 - February 2010
Freedom Furniture & Electronics August 2007 - February 2008
Skills
Sales, Training, Customer Service, Credit, PowerPoint, Time Management, Lines Of Credit, Loans, Banking, Cross Selling, Retail Banking, Retail
Education
Stephen F. Austin State University 2000 — 2005
BBA, Marketing
Midani, Hinkle, & Cole L.L.P March 2012 - Present
Wells Fargo Bank February 2010 - June 2011
Mattress Firm December 2008 - February 2010
Freedom Furniture & Electronics August 2007 - February 2008
Skills
Sales, Training, Customer Service, Credit, PowerPoint, Time Management, Lines Of Credit, Loans, Banking, Cross Selling, Retail Banking, Retail
Education
Stephen F. Austin State University 2000 — 2005
BBA, Marketing
Suzánne Brown Suzánne Brown's Wells Fargo Bank Experience May 2003 - June 2007
Job Benefit Advisor at CignaHealthSpring
Industry Insurance
Experience
Cigna-HealthSpring May 2013 - Present
Suzánne Brown Insurance August 2009 - May 2013
Atria Senior Living Group October 2012 - March 2013
Farmers Insurance January 2009 - July 2009
Wells Fargo Bank May 2003 - June 2007
Skills
Medicare, Insurance, Sales, Customer Service, Marketing, Team Building, Retirement, Referrals
Education
Stephen F. Austin State University 1988 — 1991
BA, Political Science, History, Spanish
Texas A&M University 1985 — 1988
Cigna-HealthSpring May 2013 - Present
Suzánne Brown Insurance August 2009 - May 2013
Atria Senior Living Group October 2012 - March 2013
Farmers Insurance January 2009 - July 2009
Wells Fargo Bank May 2003 - June 2007
Skills
Medicare, Insurance, Sales, Customer Service, Marketing, Team Building, Retirement, Referrals
Education
Stephen F. Austin State University 1988 — 1991
BA, Political Science, History, Spanish
Texas A&M University 1985 — 1988
Larry Bardo Larry Bardo's Wells Fargo Bank Experience May 2010 - December 2014
Job Business Relationship Manager at Citizens Bank
Industry Banking
Experience
Citizens Bank December 2014 - Present
Wells Fargo Bank May 2010 - December 2014
Susquehanna Bank April 2007 - May 2010
Citizens Bank 2005 - 2006
Wachovia August 2001 - November 2004
HSBC 1992 - 2001
Skills
Loans, Credit, Credit Analysis, Networking, Relationship Management, Financial Analysis, Negotiation, Sales Prospecting
Education
State University of New York College at Buffalo 1983 — 1990
Bachelors, Business
Citizens Bank December 2014 - Present
Wells Fargo Bank May 2010 - December 2014
Susquehanna Bank April 2007 - May 2010
Citizens Bank 2005 - 2006
Wachovia August 2001 - November 2004
HSBC 1992 - 2001
Skills
Loans, Credit, Credit Analysis, Networking, Relationship Management, Financial Analysis, Negotiation, Sales Prospecting
Education
State University of New York College at Buffalo 1983 — 1990
Bachelors, Business
Bob Steedman Bob Steedman's Wells Fargo Bank Experience January 1995 - October 2010
Job Real Estate Broker at Coldwell Banker Bain
Industry Real Estate
Experience
Coldwell Banker Bain July 2012 - Present
Wells Fargo Bank January 1995 - October 2010
Skills
Sales Management, Mentoring, Marketing Strategy, Business Strategy, Sales, Contract Negotiation, Product Development, Key Account Management, Microsoft Excel, Selling, Sellers, Investments, First Time Home Buyers, Investment Properties, FHA, Real Estate, Management, Real Estate Transactions, Negotiation, Short Sales
Education
Suffolk County Community College 1980 — 1983
Business
Coldwell Banker Bain July 2012 - Present
Wells Fargo Bank January 1995 - October 2010
Skills
Sales Management, Mentoring, Marketing Strategy, Business Strategy, Sales, Contract Negotiation, Product Development, Key Account Management, Microsoft Excel, Selling, Sellers, Investments, First Time Home Buyers, Investment Properties, FHA, Real Estate, Management, Real Estate Transactions, Negotiation, Short Sales
Education
Suffolk County Community College 1980 — 1983
Business
Melissa Shearer Melissa Shearer's Wells Fargo Bank Experience February 2008 - October 2009
Job Mortgage Consultant at Movement Mortgage
Industry Banking
Experience
Movement Mortgage October 2009 - Present
Wells Fargo Bank February 2008 - October 2009
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, Loans, Banking, USDA, Finance, VA loans, Residential Mortgages, Investments, Government Loans, Loan Origination, FHA financing
Education
State University of New York College at Fredonia 2004 — 2007
Bachelor, Psychology
Movement Mortgage October 2009 - Present
Wells Fargo Bank February 2008 - October 2009
Skills
FHA, Refinance, Mortgage Lending, Mortgage Banking, Loans, Banking, USDA, Finance, VA loans, Residential Mortgages, Investments, Government Loans, Loan Origination, FHA financing
Education
State University of New York College at Fredonia 2004 — 2007
Bachelor, Psychology
Merydith Blank Merydith Blank's Wells Fargo Bank Experience 2005 - December 2012
Job Client Service Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo December 2012 - March 2015
Wells Fargo Bank 2005 - December 2012
Wachovia October 2000 - March 2005
First Union September 1997 - October 2000
Skills
Credit, Loans, Wealth Management, Banking, Underwriting, Regulatory Guidelines, Operational Risk, Compliance Operations, Mortgage Lending, Financial Services, Risk Management, Operational Risk...
Education
State University of New York College at Potsdam 1991 — 1997
B.A., Anthropology
Wells Fargo March 2015 - Present
Wells Fargo December 2012 - March 2015
Wells Fargo Bank 2005 - December 2012
Wachovia October 2000 - March 2005
First Union September 1997 - October 2000
Skills
Credit, Loans, Wealth Management, Banking, Underwriting, Regulatory Guidelines, Operational Risk, Compliance Operations, Mortgage Lending, Financial Services, Risk Management, Operational Risk...
Education
State University of New York College at Potsdam 1991 — 1997
B.A., Anthropology
Robert Rendell, CFE Robert Rendell, CFE's Wells Fargo Bank Experience September 2011 - March 2012
Job VP, Fraud Policy Manager at Citi
Industry Banking
Experience
Citi June 2014 - Present
Bank of America May 2014 - June 2014
Bank of America February 2012 - June 2014
Wells Fargo Bank September 2011 - March 2012
Wells Fargo Bank 2009 - September 2011
Wachovia March 2008 - November 2009
Skills
Fraud, AML, Banking, Credit, Fraud Detection, Product Management, Strategy, Financial Services, Financial Risk, Finance, Credit Risk, Credit Cards, Credit Analysis, Operational Risk, Risk Management, Anti Money Laundering
Education
State University of New York College at Oswego 2003 — 2007
Marketing, Economics
Citi June 2014 - Present
Bank of America May 2014 - June 2014
Bank of America February 2012 - June 2014
Wells Fargo Bank September 2011 - March 2012
Wells Fargo Bank 2009 - September 2011
Wachovia March 2008 - November 2009
Skills
Fraud, AML, Banking, Credit, Fraud Detection, Product Management, Strategy, Financial Services, Financial Risk, Finance, Credit Risk, Credit Cards, Credit Analysis, Operational Risk, Risk Management, Anti Money Laundering
Education
State University of New York College at Oswego 2003 — 2007
Marketing, Economics
Lisa Hardin Lisa Hardin's Wells Fargo Bank Experience 1990 - 1992
Job Civic & Social Organization Professional
Industry Civic & Social Organization
Experience
Self-employed 1994 - Present
Looking for home 2013 - 2013
First Interstate 1990 - 1992
Wells Fargo Bank 1990 - 1992
Skills
Non-profits, Strategic Planning, Public Speaking
Education
University of Houston 1989 — 1991
Psychology
Stephen F. Austin State University 1984 — 1988
Klein Forest High School
Self-employed 1994 - Present
Looking for home 2013 - 2013
First Interstate 1990 - 1992
Wells Fargo Bank 1990 - 1992
Skills
Non-profits, Strategic Planning, Public Speaking
Education
University of Houston 1989 — 1991
Psychology
Stephen F. Austin State University 1984 — 1988
Klein Forest High School
Ossama Hamdy Ossama Hamdy's Wells Fargo Bank Experience May 2005 - March 2012
Job Vice President Retail and Small Business Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2012 - Present
Wells Fargo Bank May 2005 - March 2012
Wachovia, A Wells Fargo Company 2006 - 2011
Wells Fargo August 2007 - December 2009
EAB 2000 - 2005
Skills
Credit, Small Business Lending, Loans, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Portfolio Management
Education
Strayer University (VA) 2008 — 2009
Master of Business Administration (MBA), Finance, A
Wells Fargo March 2012 - Present
Wells Fargo Bank May 2005 - March 2012
Wachovia, A Wells Fargo Company 2006 - 2011
Wells Fargo August 2007 - December 2009
EAB 2000 - 2005
Skills
Credit, Small Business Lending, Loans, Consumer Lending, Retail Banking, Mortgage Lending, Commercial Lending, Commercial Banking, Portfolio Management
Education
Strayer University (VA) 2008 — 2009
Master of Business Administration (MBA), Finance, A
Tami Sales Tami Sales's Wells Fargo Bank Experience April 2004 - November 2006
Job Regional Litigation Consultant at Esquire Solutions
Industry Legal Services
Experience
Esquire Solutions September 2012 - Present
TrialGraphix November 2006 - September 2012
Kroll Ontrack September 2007 - October 2011
Wells Fargo Bank April 2004 - November 2006
Thul Electronics, Inc. March 1999 - August 2001
Skills
Litigation Support, Business Development, Account Management, New Business Development, Sales, Strategic Planning, Customer Service, Marketing Strategy, Negotiation, Legal Research, Marketing, Sales Process, Selling, Contract Negotiation, Public Relations, CRM, Trials, Sales Management, Management, Leadership, Salesforce.com, Litigation, Lead Generation, Training, Solution Selling, B2B, SaaS, Cold Calling
Education
Stephen F. Austin State University 1994 — 1998
BBA, Business Administration and Management, General
J. Frank Dobie High School 1990 — 1994
Esquire Solutions September 2012 - Present
TrialGraphix November 2006 - September 2012
Kroll Ontrack September 2007 - October 2011
Wells Fargo Bank April 2004 - November 2006
Thul Electronics, Inc. March 1999 - August 2001
Skills
Litigation Support, Business Development, Account Management, New Business Development, Sales, Strategic Planning, Customer Service, Marketing Strategy, Negotiation, Legal Research, Marketing, Sales Process, Selling, Contract Negotiation, Public Relations, CRM, Trials, Sales Management, Management, Leadership, Salesforce.com, Litigation, Lead Generation, Training, Solution Selling, B2B, SaaS, Cold Calling
Education
Stephen F. Austin State University 1994 — 1998
BBA, Business Administration and Management, General
J. Frank Dobie High School 1990 — 1994
Greg Christmann Greg Christmann's Wells Fargo Bank Experience August 2005 - June 2008
Job Executive Vice President at Green Bank
Industry Banking
Experience
Green Bank June 2008 - Present
Wells Fargo Bank August 2005 - June 2008
Regions Bank February 2003 - August 2005
Skills
Lines Of Credit, Real Estate, Portfolio Management, Investments, Asset Based Lending, Banking, Commercial Real Estate, Investment Properties, Refinance, Small Business Lending, Mortgage Lending, Cash Management, Commercial Lending, Commercial Banking, Risk Management, Credit Risk, Financial Analysis, Treasury Management, Underwriting, Credit, Loans, Credit Analysis, Commercial Mortgages, Retail Banking, Disposition, Finance, Real Estate Economics, Construction Loans, Wealth Management, SBA, Consumer Lending, Due Diligence, Mergers & Acquisitions, Executive Management, Loan Origination, Financial Modeling
Education
Stephen F. Austin State University 1995 — 2000
Finance
Green Bank June 2008 - Present
Wells Fargo Bank August 2005 - June 2008
Regions Bank February 2003 - August 2005
Skills
Lines Of Credit, Real Estate, Portfolio Management, Investments, Asset Based Lending, Banking, Commercial Real Estate, Investment Properties, Refinance, Small Business Lending, Mortgage Lending, Cash Management, Commercial Lending, Commercial Banking, Risk Management, Credit Risk, Financial Analysis, Treasury Management, Underwriting, Credit, Loans, Credit Analysis, Commercial Mortgages, Retail Banking, Disposition, Finance, Real Estate Economics, Construction Loans, Wealth Management, SBA, Consumer Lending, Due Diligence, Mergers & Acquisitions, Executive Management, Loan Origination, Financial Modeling
Education
Stephen F. Austin State University 1995 — 2000
Finance
Thomas Read Thomas Read's Wells Fargo Bank Experience January 2008 - July 2013
Job
Industry Financial Services
Experience
Commonwealth Foreign Exchange August 2013 - December 2013
Wells Fargo Bank January 2008 - July 2013
Greater Bay Bank January 2007 - January 2008
Chinatrust Bank August 2004 - January 2007
Comerica Bank January 1997 - June 2004
Banco Portugues Do Atlantico 1989 - December 1996
Skills
FX Hedging, Foreign Exchange Risk..., FX Derivatives, Global Cash Management, Risk Management, Treasury Services, Capital Market..., Microsoft Excel, Microsoft Word, EBS, Reuters, Technical Analysis, Foreign Policy, Team-oriented, Hedging, Treasury Management, Portfolio Management, Derivatives, Fixed Income, Electronic Trading, Relationship Management, Cross Selling, Middle Office, Retail Banking, Emerging Markets, FX Options, Bloomberg, Advanced FX/Cash..., Funding, Financial Services, Proprietary Trading, Mergers & Acquisitions, Capital Markets, Rates, Financial Markets, Trading, Banking, Foreign Exchange, Interest Rate..., Swaps, Equities, Commercial Banking, Bonds, Currency, Investments, FX trading, Options, Cash Management, Wealth Management, Credit
Education
New York Institute of Finance 1992 — 1994
Further Educational Classes, Bonds & Fixed Income Securities
State University of New York College at Oneonta 1984 — 1988
Bachelor's degree, Business Economics, 3.3 GPA
Commonwealth Foreign Exchange August 2013 - December 2013
Wells Fargo Bank January 2008 - July 2013
Greater Bay Bank January 2007 - January 2008
Chinatrust Bank August 2004 - January 2007
Comerica Bank January 1997 - June 2004
Banco Portugues Do Atlantico 1989 - December 1996
Skills
FX Hedging, Foreign Exchange Risk..., FX Derivatives, Global Cash Management, Risk Management, Treasury Services, Capital Market..., Microsoft Excel, Microsoft Word, EBS, Reuters, Technical Analysis, Foreign Policy, Team-oriented, Hedging, Treasury Management, Portfolio Management, Derivatives, Fixed Income, Electronic Trading, Relationship Management, Cross Selling, Middle Office, Retail Banking, Emerging Markets, FX Options, Bloomberg, Advanced FX/Cash..., Funding, Financial Services, Proprietary Trading, Mergers & Acquisitions, Capital Markets, Rates, Financial Markets, Trading, Banking, Foreign Exchange, Interest Rate..., Swaps, Equities, Commercial Banking, Bonds, Currency, Investments, FX trading, Options, Cash Management, Wealth Management, Credit
Education
New York Institute of Finance 1992 — 1994
Further Educational Classes, Bonds & Fixed Income Securities
State University of New York College at Oneonta 1984 — 1988
Bachelor's degree, Business Economics, 3.3 GPA
Donna MacIsaac Donna MacIsaac's Wells Fargo Bank Experience January 1997 - January 1999
Job High Energy, Accomplished Econometrician and Data Scientist
Industry Information Services
Experience
Apollo Group October 2011 - December 2012
Yahoo May 2010 - July 2011
eBay USA July 2008 - May 2010
Visa USA May 2007 - July 2008
Stanford University, Health Research January 2003 - April 2007
The World Bank Group January 2002 - December 2002
Cisco Systems January 1999 - January 2001
Wells Fargo Bank January 1997 - January 1999
The World Bank Group & InterAmerican Development Bank January 1992 - January 1997
Skills
Econometric Modeling, Predictive Modeling, Discrete Choice, Panel Data Analysis, Data Mining, Statistics, Data Analysis, Data Management, Research, Decision Trees, R, Stata, Dimensionality Reduction, Policy Analysis, CRM, Pricing, GLM, Linear Models, Mixed Model, Medical Statistics, Logistic Regression, Market Basket Analysis, Response Models, Behavioral Segmentation, Cluster Analysis, Predictive Analytics, SAS, SQL, Hadoop, Hive, Project Management, Analytics, Statistical Modeling, Big Data
Education
Stanford University 2009 — 2012
Graduate Certificate, Data Mining and Applications, A
Stanford University 2002 — 2002
Graduate Certificate, Management Science and Engineering
University of Toronto 1989 — 1991
M.A., Economics
University of Waterloo 1984 — 1989
B.A. (Honors, Co op), Applied Economics
Apollo Group October 2011 - December 2012
Yahoo May 2010 - July 2011
eBay USA July 2008 - May 2010
Visa USA May 2007 - July 2008
Stanford University, Health Research January 2003 - April 2007
The World Bank Group January 2002 - December 2002
Cisco Systems January 1999 - January 2001
Wells Fargo Bank January 1997 - January 1999
The World Bank Group & InterAmerican Development Bank January 1992 - January 1997
Skills
Econometric Modeling, Predictive Modeling, Discrete Choice, Panel Data Analysis, Data Mining, Statistics, Data Analysis, Data Management, Research, Decision Trees, R, Stata, Dimensionality Reduction, Policy Analysis, CRM, Pricing, GLM, Linear Models, Mixed Model, Medical Statistics, Logistic Regression, Market Basket Analysis, Response Models, Behavioral Segmentation, Cluster Analysis, Predictive Analytics, SAS, SQL, Hadoop, Hive, Project Management, Analytics, Statistical Modeling, Big Data
Education
Stanford University 2009 — 2012
Graduate Certificate, Data Mining and Applications, A
Stanford University 2002 — 2002
Graduate Certificate, Management Science and Engineering
University of Toronto 1989 — 1991
M.A., Economics
University of Waterloo 1984 — 1989
B.A. (Honors, Co op), Applied Economics
Bill Fahey's Wells Fargo Bank Experience November 2007 - Present
Job VP, Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank November 2007 - Present
SunTrust Bank 2004 - 2007
Bank of America 1998 - 2004
JPMorgan Chase 1994 - 1998
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit Portfolio..., Financial Analysis, Financial Modeling, Term Sheets, Legal Documentation..., Loan Structuring, Financial Structuring, Portfolio Management, Middle Market, Small Business Lending, Loans, Document Review, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
SUNY Fredonia 1988 — 1992
BA, Business Administration
Wells Fargo Bank November 2007 - Present
SunTrust Bank 2004 - 2007
Bank of America 1998 - 2004
JPMorgan Chase 1994 - 1998
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit Portfolio..., Financial Analysis, Financial Modeling, Term Sheets, Legal Documentation..., Loan Structuring, Financial Structuring, Portfolio Management, Middle Market, Small Business Lending, Loans, Document Review, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
SUNY Fredonia 1988 — 1992
BA, Business Administration
Maura Walcott Maura Walcott's Wells Fargo Bank Experience February 2010 - August 2011
Job Lead Project Manager at American Express
Industry Information Technology and Services
Experience
American Express July 2012 - Present
American Express September 2011 - August 2012
Wells Fargo Bank February 2010 - August 2011
Rouse About LLC April 2005 - August 2010
Philip Morris USA March 1999 - April 2005
Philip Morris USA January 1997 - March 1999
Philip Morris Management Corp. (Altria) April 1989 - December 1996
Skills
Project Implementation, Software Project..., Financial Analysis, Business Case, Feasibility Studies, Vendor Management, PMO, PMP, SDLC, Requirements Gathering, Business Analysis, PMI, MS Project, Waterfall, Business Process..., Requirements Analysis, Project Delivery, Project Portfolio..., Project Management, Visio, Program Management, Cross-functional Team..., Change Management, Data Center, Integration, Leadership, SharePoint, Software Documentation
Education
University of Phoenix 1999 — 2001
Masters of Science, Information Technology
City University of New York 1987 — 1991
Bachelors of Science, Accounting
Stony Brook University 1986 — 1987
American Express July 2012 - Present
American Express September 2011 - August 2012
Wells Fargo Bank February 2010 - August 2011
Rouse About LLC April 2005 - August 2010
Philip Morris USA March 1999 - April 2005
Philip Morris USA January 1997 - March 1999
Philip Morris Management Corp. (Altria) April 1989 - December 1996
Skills
Project Implementation, Software Project..., Financial Analysis, Business Case, Feasibility Studies, Vendor Management, PMO, PMP, SDLC, Requirements Gathering, Business Analysis, PMI, MS Project, Waterfall, Business Process..., Requirements Analysis, Project Delivery, Project Portfolio..., Project Management, Visio, Program Management, Cross-functional Team..., Change Management, Data Center, Integration, Leadership, SharePoint, Software Documentation
Education
University of Phoenix 1999 — 2001
Masters of Science, Information Technology
City University of New York 1987 — 1991
Bachelors of Science, Accounting
Stony Brook University 1986 — 1987
Thomas Leung Thomas Leung's Wells Fargo Bank Experience 1991 - 1993
Job President, TMC Software, Inc.
Industry Information Technology and Services
Experience
TMC Software, Inc. May 1995 - Present
Wells Fargo Bank 1991 - 1993
First Nationwide Bank, Meryvn's, and Gifford Fong Associates 1986 - 1991
Skills
SAS, Business Objects, SharePoint, Hyperion Enterprise, Web Applications, .NET, Business Intelligence..., Brio Query, Business Intelligence, Analytics, Strategic Planning, Data Warehousing, Predictive Analytics, VBA, Data Mining, SaaS, Business Analytics, Enterprise Software, Project Planning, Business Analysis, ETL, Data Modeling, OLAP, Data Analysis, New Business Development, Training, SDLC, Business Strategy, Business Development, Dashboard, SQL, Consulting, CRM, Oracle, Visio, Microsoft SQL Server
Education
State University of New York at Buffalo - School of Management 1984 — 1986
MBA
The Chinese University of Hong Kong 1980 — 1984
BS
TMC Software, Inc. May 1995 - Present
Wells Fargo Bank 1991 - 1993
First Nationwide Bank, Meryvn's, and Gifford Fong Associates 1986 - 1991
Skills
SAS, Business Objects, SharePoint, Hyperion Enterprise, Web Applications, .NET, Business Intelligence..., Brio Query, Business Intelligence, Analytics, Strategic Planning, Data Warehousing, Predictive Analytics, VBA, Data Mining, SaaS, Business Analytics, Enterprise Software, Project Planning, Business Analysis, ETL, Data Modeling, OLAP, Data Analysis, New Business Development, Training, SDLC, Business Strategy, Business Development, Dashboard, SQL, Consulting, CRM, Oracle, Visio, Microsoft SQL Server
Education
State University of New York at Buffalo - School of Management 1984 — 1986
MBA
The Chinese University of Hong Kong 1980 — 1984
BS
James Fehring James Fehring's Wells Fargo Bank Experience November 2004 - November 2006
Job Experienced Banking Relationship Manager
Industry Financial Services
Experience
Bay Commercial Bank October 2012 - April 2014
Boys & Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Merrill Lynch August 2011 - October 2012
Rabobank, Napa November 2006 - August 2011
Wells Fargo Bank November 2004 - November 2006
Wells Fargo Bank 2004 - 2006
Skills
Commercial Lending, Relationship Management, Banking, Underwriting, Financial Services, Loans, Finance, Credit, Strategic Planning, Business Development, CRM, Management
Education
Stanford University 1982 — 1986
BA, English Lit
Bay Commercial Bank October 2012 - April 2014
Boys & Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Boys and Girls Clubs of Napa Valley 2003 - 2014
Merrill Lynch August 2011 - October 2012
Rabobank, Napa November 2006 - August 2011
Wells Fargo Bank November 2004 - November 2006
Wells Fargo Bank 2004 - 2006
Skills
Commercial Lending, Relationship Management, Banking, Underwriting, Financial Services, Loans, Finance, Credit, Strategic Planning, Business Development, CRM, Management
Education
Stanford University 1982 — 1986
BA, English Lit
Benjamin J. Connelly's Wells Fargo Bank Experience September 1999 - November 2002
Job Innovative networker IT Vendor Management Specialist Finds answers for the questions
Industry Information Services
Experience
WellPoint May 2011 - March 2014
Tracy Island LLC October 2010 - May 2011
Jones Stevedoring Company September 2006 - March 2009
Capt. Bradley Marine Consulting March 2005 - September 2006
Eid Passport September 2004 - March 2005
Embarcadero Systems Corp. August 2003 - September 2004
Wells Fargo Bank September 1999 - November 2002
Skills
Vendor Management, Risk Management, Project Management, Software Project..., Strategy, Analysis, Business Analysis, Business Strategy, Integration, Management, Change Management, Process Engineering, Governance, Project Planning, Contract Negotiation, Business Process, ERP, Leadership, Supply Chain, IT Strategy, Analytics, Technology Planning, Six Sigma, ITIL, IT Management, Business Intelligence, Program Management, PMP, Outsourcing, Technology Integration, Business Process..., Strategic Planning, Logistics, Product Management, Security, Visio, Software Documentation, Process Improvement, Project Portfolio..., Cross-functional Team..., PMO, CRM, SDLC, Management Consulting, Enterprise Software, Budgets, Consulting, Information Technology, Account Management, Portfolio Management
Education
Thunderbird School of Global Management 1992 — 1995
MBA, International Business
State University of New York at New Paltz 1986 — 1989
BA, Germanistics
Cranbrook 1977 — 1981
College Preparatory Diploma
WellPoint May 2011 - March 2014
Tracy Island LLC October 2010 - May 2011
Jones Stevedoring Company September 2006 - March 2009
Capt. Bradley Marine Consulting March 2005 - September 2006
Eid Passport September 2004 - March 2005
Embarcadero Systems Corp. August 2003 - September 2004
Wells Fargo Bank September 1999 - November 2002
Skills
Vendor Management, Risk Management, Project Management, Software Project..., Strategy, Analysis, Business Analysis, Business Strategy, Integration, Management, Change Management, Process Engineering, Governance, Project Planning, Contract Negotiation, Business Process, ERP, Leadership, Supply Chain, IT Strategy, Analytics, Technology Planning, Six Sigma, ITIL, IT Management, Business Intelligence, Program Management, PMP, Outsourcing, Technology Integration, Business Process..., Strategic Planning, Logistics, Product Management, Security, Visio, Software Documentation, Process Improvement, Project Portfolio..., Cross-functional Team..., PMO, CRM, SDLC, Management Consulting, Enterprise Software, Budgets, Consulting, Information Technology, Account Management, Portfolio Management
Education
Thunderbird School of Global Management 1992 — 1995
MBA, International Business
State University of New York at New Paltz 1986 — 1989
BA, Germanistics
Cranbrook 1977 — 1981
College Preparatory Diploma
Ralph Serpe's Wells Fargo Bank Experience 1990 - 1995
Job Vice President, Development at Baltimore Community Foundation
Industry Philanthropy
Experience
Baltimore Community Foundation June 2010 - Present
Princeton Area Community Foundation May 2002 - May 2010
Gift Planning Council of New Jersey 2002 - 2010
Community Foundation Silicon Valley 2000 - 2002
Nonprofit Development and Management 1995 - 2000
Wells Fargo Bank 1990 - 1995
Chase Manhattan Corporation 1987 - 1990
Skills
Planned Giving, Non-profits, Fundraising, Community Outreach, Philanthropy, Public Speaking, Nonprofits, Board Development, Training, Volunteer Management, Grants, Grant Writing, Non-profit..., Stewardship, Program Development, Marketing Communications, Endowments, Non-profit Board..., Board Relations, Annual Giving, Charities
Education
State University of New York College at Fredonia 1980 — 1985
BA, Economics
Baltimore Community Foundation June 2010 - Present
Princeton Area Community Foundation May 2002 - May 2010
Gift Planning Council of New Jersey 2002 - 2010
Community Foundation Silicon Valley 2000 - 2002
Nonprofit Development and Management 1995 - 2000
Wells Fargo Bank 1990 - 1995
Chase Manhattan Corporation 1987 - 1990
Skills
Planned Giving, Non-profits, Fundraising, Community Outreach, Philanthropy, Public Speaking, Nonprofits, Board Development, Training, Volunteer Management, Grants, Grant Writing, Non-profit..., Stewardship, Program Development, Marketing Communications, Endowments, Non-profit Board..., Board Relations, Annual Giving, Charities
Education
State University of New York College at Fredonia 1980 — 1985
BA, Economics
Amrita Narian MBA Amrita Narian MBA's Wells Fargo Bank Experience September 2008 - January 2012
Job AVP Branch Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank February 2012 - Present
Wells Fargo Bank September 2008 - January 2012
PERSONAL BANKER REGISTERED August 2008 - January 2012
Wachovia Bank/Wells Fargo September 2003 - January 2012
Wells Fargo Bank August 2003 - January 2012
Hudson City Savings Bank January 1994 - August 2003
Hudson City Savings Bank January 1993 - August 2003
Skills
Commercial Lending, Payroll, Cross Selling, Deposits, Leadership, Coaching, Underwriting, Commercial Mortgages, Credit Risk, Relationship Management, Branch Management, Accounting, Refinance, Business Development, Risk Management, Retail, Strategic Financial..., SBA, Mortgage Banking, Financial Planning, Small Business Lending, Banking, Consumer Lending, Credit, Retail Banking, Loans, Credit Analysis
Education
Strayer University 2013 — 2015
Master of Business Administration (MBA), Accounting and Business/Management
Strayer University 2010 — 2012
Bachelor of Science (B.S.), Accounting
American Institute of Banking 1994 — 1996
Associates, Business Banking
Dickinson High School 1990 — 1993
High school diploma, General Studies
Jersey 1989 — 1993
Diploma, Business/Managerial Economics
SunTrust Bank February 2012 - Present
Wells Fargo Bank September 2008 - January 2012
PERSONAL BANKER REGISTERED August 2008 - January 2012
Wachovia Bank/Wells Fargo September 2003 - January 2012
Wells Fargo Bank August 2003 - January 2012
Hudson City Savings Bank January 1994 - August 2003
Hudson City Savings Bank January 1993 - August 2003
Skills
Commercial Lending, Payroll, Cross Selling, Deposits, Leadership, Coaching, Underwriting, Commercial Mortgages, Credit Risk, Relationship Management, Branch Management, Accounting, Refinance, Business Development, Risk Management, Retail, Strategic Financial..., SBA, Mortgage Banking, Financial Planning, Small Business Lending, Banking, Consumer Lending, Credit, Retail Banking, Loans, Credit Analysis
Education
Strayer University 2013 — 2015
Master of Business Administration (MBA), Accounting and Business/Management
Strayer University 2010 — 2012
Bachelor of Science (B.S.), Accounting
American Institute of Banking 1994 — 1996
Associates, Business Banking
Dickinson High School 1990 — 1993
High school diploma, General Studies
Jersey 1989 — 1993
Diploma, Business/Managerial Economics
Kate Halverson Kate Halverson's Wells Fargo Bank Experience February 2006 - October 2006
Job Senior Recruiter Umpqua Bank
Industry Human Resources
Experience
Umpqua Bank November 2010 - Present
Netflix January 2007 - October 2010
Wells Fargo Bank February 2006 - October 2006
Volt Services Group January 2003 - January 2006
Skills
Talent Acquisition, CRM, Coaching, Talent Management, Recruiting, Technical Recruiting, Employee Relations, Human Resources, Sourcing, Temporary Placement, Applicant Tracking..., Performance Management, Interviews, Management, Leadership, Leadership Development, Resume Writing, College Recruiting, Training, Staff Development, Screening, Internet Recruiting, Call Centers, Team Building, Hiring, Finance, Benefits Negotiation, Banking, Onboarding, Workforce Planning, Executive Search
Education
Suffolk University
Bachelor of Science, Finance
Umpqua Bank November 2010 - Present
Netflix January 2007 - October 2010
Wells Fargo Bank February 2006 - October 2006
Volt Services Group January 2003 - January 2006
Skills
Talent Acquisition, CRM, Coaching, Talent Management, Recruiting, Technical Recruiting, Employee Relations, Human Resources, Sourcing, Temporary Placement, Applicant Tracking..., Performance Management, Interviews, Management, Leadership, Leadership Development, Resume Writing, College Recruiting, Training, Staff Development, Screening, Internet Recruiting, Call Centers, Team Building, Hiring, Finance, Benefits Negotiation, Banking, Onboarding, Workforce Planning, Executive Search
Education
Suffolk University
Bachelor of Science, Finance
Amrita Narian Amrita Narian's Wells Fargo Bank Experience August 2003 - Present
Job Manager/Asst Vise President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2003 - Present
Hudson City Savings Bank January 1994 - August 2003
Education
Strayer University 2008 — 2011
Accounting, Economic
Wells Fargo Bank August 2003 - Present
Hudson City Savings Bank January 1994 - August 2003
Education
Strayer University 2008 — 2011
Accounting, Economic
Douglas Roessel Douglas Roessel's Wells Fargo Bank Experience October 1998 - November 2002
Job Managing Director/ Personal Trainer at Elevation Fitness LLC
Industry Health, Wellness and Fitness
Experience
Summit Academy of Rock LLC April 2009 - Present
Elevation Fitness LLC November 2003 - Present
Quiznos/Continental Lending December 2002 - September 2003
Wells Fargo Bank October 1998 - November 2002
Skills
New Business Development, Product Marketing, Small Business...
Education
Richard Stockton College of New Jersey 1989 — 1990
BS, Finance
Universisity of Colorado Boulder 1984 — 1988
BS, Marketing/Commercial Recreation
Summit Academy of Rock LLC April 2009 - Present
Elevation Fitness LLC November 2003 - Present
Quiznos/Continental Lending December 2002 - September 2003
Wells Fargo Bank October 1998 - November 2002
Skills
New Business Development, Product Marketing, Small Business...
Education
Richard Stockton College of New Jersey 1989 — 1990
BS, Finance
Universisity of Colorado Boulder 1984 — 1988
BS, Marketing/Commercial Recreation
Jill J. Lowell, AAP Jill J. Lowell, AAP's Wells Fargo Bank Experience August 1999 - February 2004
Job Business Control Risk Manager at J.P. Morgan Chase & Co.
Industry Banking
Experience
J.P. Morgan Chase & Co. May 2012 - Present
Capitol Bancorp, Ltd. August 2008 - May 2012
Sunrise Bank of Arizona August 2007 - August 2008
Sunrise Bank of Arizona January 2005 - August 2007
First National Bank of Arizona February 2004 - December 2004
Wells Fargo Bank August 1999 - February 2004
AmerAsia DIRECT, Inc. 1998 - 1999
Skills
Internal Audit, Banking, Reasoning, Report Writing, Proofreading, Financial Analysis, Risk Management, General Ledger, Auditing, Analysis, Financial Risk, Risk Assessment, Loans, Accounting, Commercial Banking, Reasoning Skills, Commercial Lending, Internal Controls, Retail Banking, Account Reconciliation, Management, AML, Bank Secrecy Act, Enterprise Risk..., Anti Money Laundering, Credit
Education
Suffolk County Community College 1984 — 1984
Business Communications
J.P. Morgan Chase & Co. May 2012 - Present
Capitol Bancorp, Ltd. August 2008 - May 2012
Sunrise Bank of Arizona August 2007 - August 2008
Sunrise Bank of Arizona January 2005 - August 2007
First National Bank of Arizona February 2004 - December 2004
Wells Fargo Bank August 1999 - February 2004
AmerAsia DIRECT, Inc. 1998 - 1999
Skills
Internal Audit, Banking, Reasoning, Report Writing, Proofreading, Financial Analysis, Risk Management, General Ledger, Auditing, Analysis, Financial Risk, Risk Assessment, Loans, Accounting, Commercial Banking, Reasoning Skills, Commercial Lending, Internal Controls, Retail Banking, Account Reconciliation, Management, AML, Bank Secrecy Act, Enterprise Risk..., Anti Money Laundering, Credit
Education
Suffolk County Community College 1984 — 1984
Business Communications
SHEILA VOLARVICH SHEILA VOLARVICH's Wells Fargo Bank Experience May 2003 - August 2008
Job Home loan Processor at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage December 2014 - Present
American Pacific Mortgage June 2012 - September 2013
My Gal Friday 2011 - June 2012
Paramount Equity Mortgage - Home First Mortgage division June 2010 - March 2011
Beutler Corporation March 2009 - February 2010
Wells Fargo Bank May 2003 - August 2008
UNITED HOME MORTGAGE August 2002 - May 2003
Imperial Bank December 1999 - August 2000
Fremont Bank August 1992 - January 2000
EARLY PROFESSIONAL EXPERIENCE May 1983 - July 1992
Skills
Business Consulting, Personal Assistant, Project Management, Marketing Strategy, Management Consulting, Strategic Planning, Customer Service, Sales, CRM, Banking, New Business Development, Management, Mortgage Lending, Leadership, Negotiation, Loans, Real Estate, Training, Finance
Education
Stanford University 1973 — 1975
Bachelor of Arts, Sociology
Stanford University 1972 — 1975
BA Sociology, Sociology
Wells Fargo Home Mortgage December 2014 - Present
American Pacific Mortgage June 2012 - September 2013
My Gal Friday 2011 - June 2012
Paramount Equity Mortgage - Home First Mortgage division June 2010 - March 2011
Beutler Corporation March 2009 - February 2010
Wells Fargo Bank May 2003 - August 2008
UNITED HOME MORTGAGE August 2002 - May 2003
Imperial Bank December 1999 - August 2000
Fremont Bank August 1992 - January 2000
EARLY PROFESSIONAL EXPERIENCE May 1983 - July 1992
Skills
Business Consulting, Personal Assistant, Project Management, Marketing Strategy, Management Consulting, Strategic Planning, Customer Service, Sales, CRM, Banking, New Business Development, Management, Mortgage Lending, Leadership, Negotiation, Loans, Real Estate, Training, Finance
Education
Stanford University 1973 — 1975
Bachelor of Arts, Sociology
Stanford University 1972 — 1975
BA Sociology, Sociology
Jamie McKown Jamie McKown's Wells Fargo Bank Experience June 2010 - October 2010
Job Sales Manager at Latitude 33 Brewing Company
Industry Wine and Spirits
Experience
Latitude 33 Brewing Company November 2014 - Present
Latitude 33 Brewing Company November 2014 - Present
Ole Smoky Moonshine Distillery July 2013 - June 2014
Crest Beverage LLC January 2012 - July 2013
Lightning Brewery October 2010 - December 2011
Wells Fargo Bank June 2010 - October 2010
Four Women Only Fitness Center May 2010 - July 2010
One Source Federal Credit Union February 2010 - May 2010
Bamberg Middle High School September 2009 - December 2009
Community Bank operated by Bank of America May 2008 - June 2009
Skills
Account Management, Marketing, Management, Sales Management, Sales, CRM, Sales Operations, Business Development, Customer Service, Cold Calling, Direct Sales, Selling, Research, Marketing Strategy, New Business Development, Leadership, Social Media Marketing, Marketing Communications, Event Management
Education
State University of New York College at Brockport 2001 — 2005
Bachelor of Arts Degree, Spanish Language, Literature & Civilization
State University of New York College at Brockport 2001 — 2005
Bachelor of Science Degree, Communication Studies
Latitude 33 Brewing Company November 2014 - Present
Latitude 33 Brewing Company November 2014 - Present
Ole Smoky Moonshine Distillery July 2013 - June 2014
Crest Beverage LLC January 2012 - July 2013
Lightning Brewery October 2010 - December 2011
Wells Fargo Bank June 2010 - October 2010
Four Women Only Fitness Center May 2010 - July 2010
One Source Federal Credit Union February 2010 - May 2010
Bamberg Middle High School September 2009 - December 2009
Community Bank operated by Bank of America May 2008 - June 2009
Skills
Account Management, Marketing, Management, Sales Management, Sales, CRM, Sales Operations, Business Development, Customer Service, Cold Calling, Direct Sales, Selling, Research, Marketing Strategy, New Business Development, Leadership, Social Media Marketing, Marketing Communications, Event Management
Education
State University of New York College at Brockport 2001 — 2005
Bachelor of Arts Degree, Spanish Language, Literature & Civilization
State University of New York College at Brockport 2001 — 2005
Bachelor of Science Degree, Communication Studies
William (Brad) Cloys, CAMS, CISA William (Brad) Cloys, CAMS, CISA's Wells Fargo Bank Experience October 2003 - Present
Job Audit Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank October 2003 - Present
CSX Transportation June 2000 - September 2003
AutoZone 1992 - 1998
Skills
Internal Audit, Risk Management, Auditing, Banking, Accounting, Governance, Operational Risk, CISA, Mergers, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Counterparty Risk, Anti Money Laundering, CAMS, Reputational Risk, Basel II, Dodd-Frank, Report Writing, Credit Derivatives, Credit Risk, Retail Management, P & L Ownership, Operational Risk..., Financial Risk, AML, IT Audit, OFAC, Bank Secrecy Act, Risk Analysis
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
MBA, Finance, Marketing, Human Resources
Stetson University 1988 — 1992
BSBA, Business Administration and Management, General
Wells Fargo Bank October 2003 - Present
CSX Transportation June 2000 - September 2003
AutoZone 1992 - 1998
Skills
Internal Audit, Risk Management, Auditing, Banking, Accounting, Governance, Operational Risk, CISA, Mergers, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Counterparty Risk, Anti Money Laundering, CAMS, Reputational Risk, Basel II, Dodd-Frank, Report Writing, Credit Derivatives, Credit Risk, Retail Management, P & L Ownership, Operational Risk..., Financial Risk, AML, IT Audit, OFAC, Bank Secrecy Act, Risk Analysis
Education
University of Florida - Warrington College of Business Administration 1999 — 2000
MBA, Finance, Marketing, Human Resources
Stetson University 1988 — 1992
BSBA, Business Administration and Management, General
Jennifer G. Johnson Jennifer G. Johnson's Wells Fargo Bank Experience April 2011 - Present
Job Jennifer G. Johnson
Industry Banking
Experience
Wells Fargo Bank April 2011 - Present
Wells Fargo November 2009 - Present
Wachovia Corp October 2007 - Present
Wachovia Corp August 2005 - Present
Wachovia Securities November 2003 - Present
TIAA-CREF August 1992 - September 2003
Skills
Business Analysis, SharePoint, Business Requirements, Software Documentation, Testing, Management, Change Management, Financial Services, Project Management, Banking, Requirements Gathering, Mergers & Acquisitions, SDLC, Visio, Vendor Management
Education
State University of New York College at Geneseo 1985 — 1989
BS, Management, Management Information Systems, Spanish
Wells Fargo Bank April 2011 - Present
Wells Fargo November 2009 - Present
Wachovia Corp October 2007 - Present
Wachovia Corp August 2005 - Present
Wachovia Securities November 2003 - Present
TIAA-CREF August 1992 - September 2003
Skills
Business Analysis, SharePoint, Business Requirements, Software Documentation, Testing, Management, Change Management, Financial Services, Project Management, Banking, Requirements Gathering, Mergers & Acquisitions, SDLC, Visio, Vendor Management
Education
State University of New York College at Geneseo 1985 — 1989
BS, Management, Management Information Systems, Spanish
Jared Luther Jared Luther's Wells Fargo Bank Experience 2006 - 2007
Job Management Analyst at By Light Professional IT Services
Industry Computer Software
Experience
By Light Professional IT Services March 2015 - Present
Systems Made Simple, Inc. November 2013 - March 2015
Systems Made Simple, Inc. January 2013 - October 2013
Systems Made Simple, Inc. May 2012 - October 2013
Systems Made Simple, Inc. November 2011 - April 2012
New Dawn Technologies June 2009 - October 2011
New Dawn Technologies November 2007 - July 2009
Wells Fargo Bank 2006 - 2007
RR Donnelley 2005 - 2007
Spillman Technologies 1997 - 2005
Skills
Scrum, Agile Methodologies, Software Project..., Product Management, Requirements Analysis, Risk Management, Risk Analysis, Software Development, Team Leadership, Team Building, Business Analysis, Technical Analysis, Cross-functional Team..., Sprint Planning, Scheduling, Team Facilitation, Retrospectives, Project Status Reporting, Reporting & Analysis, JIRA, Technical Training, Employee Training, Technical Demonstrations, Product Demonstration, Databases, SQL, Microsoft SQL Server, Perl, XML, Requirements Gathering, XSLT, Java, HTML, Linux, Windows, Regular Expressions, Visual Studio, Project Planning, ETL, Data Manipulation, SQL Server, Database Development, Data Extraction, Data Transformation, Data Loading
Education
Stevens-Henager College 2004 — 2006
Bachelor's Degree, Computer Science
Utah State University 1995 — 1999
Computer Science
By Light Professional IT Services March 2015 - Present
Systems Made Simple, Inc. November 2013 - March 2015
Systems Made Simple, Inc. January 2013 - October 2013
Systems Made Simple, Inc. May 2012 - October 2013
Systems Made Simple, Inc. November 2011 - April 2012
New Dawn Technologies June 2009 - October 2011
New Dawn Technologies November 2007 - July 2009
Wells Fargo Bank 2006 - 2007
RR Donnelley 2005 - 2007
Spillman Technologies 1997 - 2005
Skills
Scrum, Agile Methodologies, Software Project..., Product Management, Requirements Analysis, Risk Management, Risk Analysis, Software Development, Team Leadership, Team Building, Business Analysis, Technical Analysis, Cross-functional Team..., Sprint Planning, Scheduling, Team Facilitation, Retrospectives, Project Status Reporting, Reporting & Analysis, JIRA, Technical Training, Employee Training, Technical Demonstrations, Product Demonstration, Databases, SQL, Microsoft SQL Server, Perl, XML, Requirements Gathering, XSLT, Java, HTML, Linux, Windows, Regular Expressions, Visual Studio, Project Planning, ETL, Data Manipulation, SQL Server, Database Development, Data Extraction, Data Transformation, Data Loading
Education
Stevens-Henager College 2004 — 2006
Bachelor's Degree, Computer Science
Utah State University 1995 — 1999
Computer Science
Lizzette (Liz) Nunez Lizzette (Liz) Nunez's Wells Fargo Bank Experience October 2009 - August 2012
Job Member Board of Directors at Pearls for Creative Healing Marketing Relations Officer
Industry Marketing and Advertising
Experience
Wells Fargo Bank October 2009 - August 2012
Wachovia, A Wells Fargo Company August 2008 - July 2009
Wachovia, A Wells Fargo Company August 2007 - August 2008
Wachovia, A Wells Fargo Company September 2006 - August 2007
Bank of America 2003 - 2004
Bank of America 2001 - 2003
Skills
Event MC/Host, Speaker, Nonprofits, Workshop Development, Building Relationships, Social Networking, Marketing, Facebook, Social Media Marketing, Social Media Blogging, Blogging, Instagram, Twitter, Social Media, Sales Management, Leadership, Microsoft Word, Referrals, Customer Service, Sales, PowerPoint, Retirement, Project Management, Event Planning, Team Leadership, Treasury Management, Social Media Consulting, Social Media Integration, Facebook Fan Page..., Hootsuite, CRM, Public Speaking
Education
Career Path Academy 2012 — 2012
Real Estate Certificate, Real Estate
FINRA NASD Registration of Agents 2008 — 2008
Series 63, Series 63 Securities Law
FINRA NASD Registration of Agents 2007 — 2007
Series 6, Series 6 Securities License
State University of New York Empire State College
BS, Business Management
Wells Fargo Bank October 2009 - August 2012
Wachovia, A Wells Fargo Company August 2008 - July 2009
Wachovia, A Wells Fargo Company August 2007 - August 2008
Wachovia, A Wells Fargo Company September 2006 - August 2007
Bank of America 2003 - 2004
Bank of America 2001 - 2003
Skills
Event MC/Host, Speaker, Nonprofits, Workshop Development, Building Relationships, Social Networking, Marketing, Facebook, Social Media Marketing, Social Media Blogging, Blogging, Instagram, Twitter, Social Media, Sales Management, Leadership, Microsoft Word, Referrals, Customer Service, Sales, PowerPoint, Retirement, Project Management, Event Planning, Team Leadership, Treasury Management, Social Media Consulting, Social Media Integration, Facebook Fan Page..., Hootsuite, CRM, Public Speaking
Education
Career Path Academy 2012 — 2012
Real Estate Certificate, Real Estate
FINRA NASD Registration of Agents 2008 — 2008
Series 63, Series 63 Securities Law
FINRA NASD Registration of Agents 2007 — 2007
Series 6, Series 6 Securities License
State University of New York Empire State College
BS, Business Management
Ali Kidd's Wells Fargo Bank Experience August 2006 - Present
Job Credit Analyst, Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2006 - Present
JPMorgan Chase May 2002 - July 2006
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Banking, Underwriting, Small Business Lending, Commercial Banking, Retail Banking, Credit Risk, Finance, Risk Management, Lines Of Credit, Consumer Lending, Financial Analysis, Cash Management, Relationship Management, Mortgage Lending, Portfolio Management, Loan Origination, Commercial Mortgages, SBA, Asset Based Lending, Treasury Management, Financial Modeling, Non-profits..., Leadership, Public Speaking, Financial Risk, Financial Structuring, Management, Analysis
Education
SUNY Brockport
Bachelor's degree, Business Administration
Wells Fargo Bank August 2006 - Present
JPMorgan Chase May 2002 - July 2006
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Banking, Underwriting, Small Business Lending, Commercial Banking, Retail Banking, Credit Risk, Finance, Risk Management, Lines Of Credit, Consumer Lending, Financial Analysis, Cash Management, Relationship Management, Mortgage Lending, Portfolio Management, Loan Origination, Commercial Mortgages, SBA, Asset Based Lending, Treasury Management, Financial Modeling, Non-profits..., Leadership, Public Speaking, Financial Risk, Financial Structuring, Management, Analysis
Education
SUNY Brockport
Bachelor's degree, Business Administration
Lisa Diaz aka Schrader's Wells Fargo Bank Experience March 2010 - Present
Job Business Systems Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2010 - Present
Wachovia Corp 2006 - March 2010
Tyler Technologies June 2006 - November 2006
TD Banknorth November 2005 - June 2006
Wachovia, A Wells Fargo Company February 2002 - November 2005
Coss Development Corporation March 2001 - February 2002
First Union National Bank 1998 - 2001
First Union Home Equity Bank 1997 - 1998
First Union Home Equity Bank 1996 - 1997
Peoples Heritage Savings Bank 1993 - 1996
Skills
User Acceptance Testing, Requirements Gathering, Test Planning, Requirements Analysis, Business Requirements, Quality Assurance, Testing, Software Documentation, Business Analysis, SDLC, Test Cases, Management, Regression Testing, Project Management, Analysis, Manual Testing, Release Management, Gap Analysis, Functional..., Systems Analysis
Education
State University of New York College at Brockport 1979 — 1983
BA, Speech Communications(Radio and TV)
Newburgh Free Academy 1976 — 1979
Wells Fargo Bank March 2010 - Present
Wachovia Corp 2006 - March 2010
Tyler Technologies June 2006 - November 2006
TD Banknorth November 2005 - June 2006
Wachovia, A Wells Fargo Company February 2002 - November 2005
Coss Development Corporation March 2001 - February 2002
First Union National Bank 1998 - 2001
First Union Home Equity Bank 1997 - 1998
First Union Home Equity Bank 1996 - 1997
Peoples Heritage Savings Bank 1993 - 1996
Skills
User Acceptance Testing, Requirements Gathering, Test Planning, Requirements Analysis, Business Requirements, Quality Assurance, Testing, Software Documentation, Business Analysis, SDLC, Test Cases, Management, Regression Testing, Project Management, Analysis, Manual Testing, Release Management, Gap Analysis, Functional..., Systems Analysis
Education
State University of New York College at Brockport 1979 — 1983
BA, Speech Communications(Radio and TV)
Newburgh Free Academy 1976 — 1979
Gerald Cannon Gerald Cannon's Wells Fargo Bank Experience October 2010 - June 2011
Job Senior Release Manager Infrastructure at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
TIAA-CREF May 2012 - May 2014
Wells Fargo Bank October 2010 - June 2011
Wells Fargo Bank December 2009 - October 2010
Wachovia Bank March 2004 - April 2009
US Marine Corps June 1994 - June 2004
Skills
Project Planning, Project Management, ITIL, Requirements Analysis, Servers, Software Documentation, Cross-functional Team..., Strategic Planning, Vendor Management, Management, Process Improvement, Testing, Security, Product Management, Team Building, SharePoint, SDLC, Leadership, Analysis, Business Analysis, Resource Management, Integration, Team Leadership, Infrastructure, Visio, Disaster Recovery, Budgets, Agile Methodologies
Education
Strayer University-North Carolina 2004 — 2005
BS, Computer Networking
Strayer University (VA) 1997 — 1999
BS, Computer Information, Science
TIAA-CREF May 2014 - Present
TIAA-CREF May 2012 - May 2014
Wells Fargo Bank October 2010 - June 2011
Wells Fargo Bank December 2009 - October 2010
Wachovia Bank March 2004 - April 2009
US Marine Corps June 1994 - June 2004
Skills
Project Planning, Project Management, ITIL, Requirements Analysis, Servers, Software Documentation, Cross-functional Team..., Strategic Planning, Vendor Management, Management, Process Improvement, Testing, Security, Product Management, Team Building, SharePoint, SDLC, Leadership, Analysis, Business Analysis, Resource Management, Integration, Team Leadership, Infrastructure, Visio, Disaster Recovery, Budgets, Agile Methodologies
Education
Strayer University-North Carolina 2004 — 2005
BS, Computer Networking
Strayer University (VA) 1997 — 1999
BS, Computer Information, Science
Erin Shimko Erin Shimko's Wells Fargo Bank Experience November 2006 - April 2007
Job Database Analyst
Industry Computer & Network Security
Experience
Tenable Network Security March 2015 - Present
The Ritz-Carlton Hotel Company L.L.C. January 2014 - March 2015
2U August 2011 - October 2013
Laureate Education July 2009 - July 2011
Laureate Education May 2008 - July 2009
Baltimore Animal Rescue and Care Shelter March 2007 - August 2008
Robert Half International April 2007 - April 2008
Wells Fargo Bank November 2006 - April 2007
Wells Fargo September 2005 - November 2006
Paychex January 2005 - September 2005
Skills
Recruiting, College Recruiting, Applicant Tracking..., Talent Acquisition, CRM, Salesforce.com, Sales, Management, Strategy, Program Management, Business Development, Analysis, Microsoft Office, Team Building
Education
Walden University 2008 — 2010
Masters, Organizational Psychology
State University of New York College at Brockport 1999 — 2002
Bachelor of Science (BS), Marketing/Marketing Management, General
Williamsville South High School 1995 — 1999
Tenable Network Security March 2015 - Present
The Ritz-Carlton Hotel Company L.L.C. January 2014 - March 2015
2U August 2011 - October 2013
Laureate Education July 2009 - July 2011
Laureate Education May 2008 - July 2009
Baltimore Animal Rescue and Care Shelter March 2007 - August 2008
Robert Half International April 2007 - April 2008
Wells Fargo Bank November 2006 - April 2007
Wells Fargo September 2005 - November 2006
Paychex January 2005 - September 2005
Skills
Recruiting, College Recruiting, Applicant Tracking..., Talent Acquisition, CRM, Salesforce.com, Sales, Management, Strategy, Program Management, Business Development, Analysis, Microsoft Office, Team Building
Education
Walden University 2008 — 2010
Masters, Organizational Psychology
State University of New York College at Brockport 1999 — 2002
Bachelor of Science (BS), Marketing/Marketing Management, General
Williamsville South High School 1995 — 1999
Ricky Hansen Jr. Ricky Hansen Jr.'s Wells Fargo Bank Experience April 2009 - Present
Job Blog Writer at #RecognizePositive Go 4 Gold LLC
Industry Financial Services
Experience
#Recognize Positive - Go 4 Gold LLC April 2012 - Present
Wells Fargo Bank April 2009 - Present
Diamond Wireless March 2006 - January 2008
Skills
Leadership Development..., Sales Management, Sales Presentations, Motivational Speaking, Organizational..., Community Building
Education
Cornell University 2009 — 2012
Leadership and Strategic Management, Organizational Leadership
State University of New York College of Agriculture and Technology at Morrisville 2003 — 2004
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Personal Finance
#Recognize Positive - Go 4 Gold LLC April 2012 - Present
Wells Fargo Bank April 2009 - Present
Diamond Wireless March 2006 - January 2008
Skills
Leadership Development..., Sales Management, Sales Presentations, Motivational Speaking, Organizational..., Community Building
Education
Cornell University 2009 — 2012
Leadership and Strategic Management, Organizational Leadership
State University of New York College of Agriculture and Technology at Morrisville 2003 — 2004
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Personal Finance
Damien Alvarado Damien Alvarado's Wells Fargo Bank Experience April 2003 - April 2005
Job Union BankDirector, Real Estate Industries
Industry Commercial Real Estate
Experience
Innovate Real Estate June 2015 - Present
Union Bank November 2009 - Present
Preferred Capital Advisors February 2009 - November 2009
Panattoni Development May 2005 - February 2009
Wells Fargo Bank April 2003 - April 2005
Scott Boras Corporation August 2001 - April 2003
Seattle Mariners June 2000 - August 2001
Education
Stanford University 1997 — 2000
Bachelor, Economics
Jesuit High School 1992 — 1996
Innovate Real Estate June 2015 - Present
Union Bank November 2009 - Present
Preferred Capital Advisors February 2009 - November 2009
Panattoni Development May 2005 - February 2009
Wells Fargo Bank April 2003 - April 2005
Scott Boras Corporation August 2001 - April 2003
Seattle Mariners June 2000 - August 2001
Education
Stanford University 1997 — 2000
Bachelor, Economics
Jesuit High School 1992 — 1996
Keith Gruver's Wells Fargo Bank Experience August 2008 - August 2009
Job AVP/Team Leader at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo August 2012 - Present
B Concept USA August 2011 - August 2012
Wells Fargo Bank August 2008 - August 2009
Skills
Sales, Customer Service, Inventory Management, Market Planning, Marketing, Finance, Sales Management, Marketing Strategy, Credit, Customer Satisfaction, Pricing, Banking, Budgets, Loans, New Business Development, Training, Outlook, Portfolio Management, Microsoft Excel, Financial Services, Cash Flow, Small Business Lending, Lines Of Credit, Team Building, Small Business, Loan Origination, Financial Analysis
Education
State College of Florida-Manatee-Sarasota 2010 — 2012
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services, 3.2
Venice High School 1998 — 2001
Diploma
Wells Fargo August 2012 - Present
B Concept USA August 2011 - August 2012
Wells Fargo Bank August 2008 - August 2009
Skills
Sales, Customer Service, Inventory Management, Market Planning, Marketing, Finance, Sales Management, Marketing Strategy, Credit, Customer Satisfaction, Pricing, Banking, Budgets, Loans, New Business Development, Training, Outlook, Portfolio Management, Microsoft Excel, Financial Services, Cash Flow, Small Business Lending, Lines Of Credit, Team Building, Small Business, Loan Origination, Financial Analysis
Education
State College of Florida-Manatee-Sarasota 2010 — 2012
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services, 3.2
Venice High School 1998 — 2001
Diploma
Timothy Cameron Timothy Cameron's Wells Fargo Bank Experience June 2010 - October 2013
Job Credit Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Securities October 2013 - Present
Wells Fargo Bank June 2010 - October 2013
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Small Business Lending, Lines Of Credit, Commercial Banking, Credit Risk, Banking, Mortgage Lending, Loan Origination, Commercial Mortgages, Asset Based Lending, Financial Analysis, Financial Risk, Finance, Cross Selling, Retail Banking, Treasury Management, Accounting, Financial Statement..., Cash Management, Deposits, Mortgage Banking, Warehouse Lending, Capital Markets, Due Diligence, Operational Due..., Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Analysis, Microsoft Word, Portfolio Management, Risk Management, Financial Modeling, Investments, Financial Services, Relationship Management
Education
SUNY Geneseo 2009 — 2010
Master of Science (MS), Accounting
SUNY Geneseo 2005 — 2009
Bachelor of Science (BS), Accounting
Wells Fargo Securities October 2013 - Present
Wells Fargo Bank June 2010 - October 2013
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Small Business Lending, Lines Of Credit, Commercial Banking, Credit Risk, Banking, Mortgage Lending, Loan Origination, Commercial Mortgages, Asset Based Lending, Financial Analysis, Financial Risk, Finance, Cross Selling, Retail Banking, Treasury Management, Accounting, Financial Statement..., Cash Management, Deposits, Mortgage Banking, Warehouse Lending, Capital Markets, Due Diligence, Operational Due..., Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Analysis, Microsoft Word, Portfolio Management, Risk Management, Financial Modeling, Investments, Financial Services, Relationship Management
Education
SUNY Geneseo 2009 — 2010
Master of Science (MS), Accounting
SUNY Geneseo 2005 — 2009
Bachelor of Science (BS), Accounting
Kim Wolin Kim Wolin's Wells Fargo Bank Experience November 1996 - December 2009
Job Executive Vice President Operations at Senestech, Inc.
Industry Biotechnology
Experience
Senestech, Inc. April 2014 - Present
Sunwest Bank January 2010 - May 2013
Wells Fargo Bank November 1996 - December 2009
Skills
Lines Of Credit, Small Business Lending, Loans, Commercial Lending, Commercial Banking, Retail Banking, Branch Management, Credit, Credit Analysis, Cash Management, Banking, OFAC, Bank Secrecy Act, Portfolio Management, Underwriting, Small Business, Investments, Sales, Commercial Mortgages, Cash Flow, Treasury Management, Marketing, Risk Management, Loan Origination, Deposits, Financial Analysis, Cross Selling, Mortgage Banking, Consumer Lending, Financial Risk
Education
State University of New York College at Buffalo 1973 — 1976
B.A., Psycology and Art
Senestech, Inc. April 2014 - Present
Sunwest Bank January 2010 - May 2013
Wells Fargo Bank November 1996 - December 2009
Skills
Lines Of Credit, Small Business Lending, Loans, Commercial Lending, Commercial Banking, Retail Banking, Branch Management, Credit, Credit Analysis, Cash Management, Banking, OFAC, Bank Secrecy Act, Portfolio Management, Underwriting, Small Business, Investments, Sales, Commercial Mortgages, Cash Flow, Treasury Management, Marketing, Risk Management, Loan Origination, Deposits, Financial Analysis, Cross Selling, Mortgage Banking, Consumer Lending, Financial Risk
Education
State University of New York College at Buffalo 1973 — 1976
B.A., Psycology and Art
Joan E. Eaton Joan E. Eaton's Wells Fargo Bank Experience August 1983 - August 1991
Job CoChairman/Broker at Guarantee Real Estate
Industry Real Estate
Experience
Guarantee Real Estate January 2013 - Present
Guarantee Real Estate January 1991 - December 2012
Wells Fargo Bank August 1983 - August 1991
Skills
Short Sales, SFR, REO, Listings, Single Family Homes, Real Estate Transactions, Buyer Representation, Townhomes, Real Estate, Sellers, Foreclosures, Investment Properties, First Time Home Buyers, New Home Sales, Seniors, Investors, Selling, Referrals, Move Up Buyers, Relocation
Education
Stanford University 1971 — 1975
BA
UCLA Anderson School of Management 1980 — 1983
MBA, Accounting/Finance
University of California, Los Angeles 1975 — 1976
MA, Education
Guarantee Real Estate January 2013 - Present
Guarantee Real Estate January 1991 - December 2012
Wells Fargo Bank August 1983 - August 1991
Skills
Short Sales, SFR, REO, Listings, Single Family Homes, Real Estate Transactions, Buyer Representation, Townhomes, Real Estate, Sellers, Foreclosures, Investment Properties, First Time Home Buyers, New Home Sales, Seniors, Investors, Selling, Referrals, Move Up Buyers, Relocation
Education
Stanford University 1971 — 1975
BA
UCLA Anderson School of Management 1980 — 1983
MBA, Accounting/Finance
University of California, Los Angeles 1975 — 1976
MA, Education
Pavan Ravilisetty Pavan Ravilisetty's Wells Fargo Bank Experience June 2010 - October 2012
Job Brokerage Associate/Premier Banker
Industry Banking
Experience
Wells Fargo Bank, N.A. August 2012 - Present
Wells Fargo Business payroll October 2012 - August 2013
Wells Fargo Bank June 2010 - October 2012
Skills
Sales, Leadership, Sales Management, Customer Retention, Retail, Human Resources, Banking, Credit, Customer Service, Business Development, Finance, Training, CRM, Coaching, Management, Marketing, Mortgage Lending, Outlook, Time Management, Customer Service..., Series 6, Series 63, California Life..., Loans, Retail Banking, Consumer Lending, Relationship Management, Commercial Banking, Loan Origination, Portfolio Management, Small Business Lending, Cross Selling, Credit Analysis, Financial Services, Commercial Lending
Education
SUNY New Paltz 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Wells Fargo Bank, N.A. August 2012 - Present
Wells Fargo Business payroll October 2012 - August 2013
Wells Fargo Bank June 2010 - October 2012
Skills
Sales, Leadership, Sales Management, Customer Retention, Retail, Human Resources, Banking, Credit, Customer Service, Business Development, Finance, Training, CRM, Coaching, Management, Marketing, Mortgage Lending, Outlook, Time Management, Customer Service..., Series 6, Series 63, California Life..., Loans, Retail Banking, Consumer Lending, Relationship Management, Commercial Banking, Loan Origination, Portfolio Management, Small Business Lending, Cross Selling, Credit Analysis, Financial Services, Commercial Lending
Education
SUNY New Paltz 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Vicky Lowdon Vicky Lowdon's Wells Fargo Bank Experience 1993 - 1994
Job Marketing Professional
Industry Marketing and Advertising
Experience
Ripple Communications VP Retail Investment Product MarketingBank of America1994 - 1999
Wells Fargo Bank 1993 - 1994
Franklin Templeton Investments 1991 - 1993
Franklin Templeton Investments 1986 - 1989
Skills
Nonprofits, Advertising, Public Relations
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
University of California, Berkeley
BA - Architecture
Ripple Communications VP Retail Investment Product MarketingBank of America1994 - 1999
Wells Fargo Bank 1993 - 1994
Franklin Templeton Investments 1991 - 1993
Franklin Templeton Investments 1986 - 1989
Skills
Nonprofits, Advertising, Public Relations
Education
Stanford University Graduate School of Business 1989 — 1991
MBA
University of California, Berkeley
BA - Architecture
Reginald Dayoan's Wells Fargo Bank Experience June 1995 - August 1995
Job Credit Risk Review at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
CIT Group Inc. June 2009 - July 2015
Deutsche Bank AG July 2007 - January 2009
Deutsche Bank AG November 2001 - June 2007
Deutsche Bank AG August 1998 - November 2001
Citibank August 1997 - July 1998
Citibank August 1996 - August 1997
Wells Fargo Bank June 1995 - August 1995
Wells Fargo Bank October 1992 - August 1994
Wells Fargo Bank September 1990 - September 1992
Skills
Risk Management, Portfolio Management, Credit Risk, Investments, Financial Risk, Financial Reporting, Banking, Credit, Forecasting, Accounting, Finance, Capital Markets, Loans, Valuation, Credit Analysis, Financial Analysis, Commercial Lending, Analysis, Internal Audit, Management, Fixed Income, Structured Finance, Loan Origination
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & International Business
Stockholm School of Economics 1995 — 1995
University of Denver 1986 — 1990
BSBA, Cum Laude, Finance
Credit Suisse July 2015 - Present
CIT Group Inc. June 2009 - July 2015
Deutsche Bank AG July 2007 - January 2009
Deutsche Bank AG November 2001 - June 2007
Deutsche Bank AG August 1998 - November 2001
Citibank August 1997 - July 1998
Citibank August 1996 - August 1997
Wells Fargo Bank June 1995 - August 1995
Wells Fargo Bank October 1992 - August 1994
Wells Fargo Bank September 1990 - September 1992
Skills
Risk Management, Portfolio Management, Credit Risk, Investments, Financial Risk, Financial Reporting, Banking, Credit, Forecasting, Accounting, Finance, Capital Markets, Loans, Valuation, Credit Analysis, Financial Analysis, Commercial Lending, Analysis, Internal Audit, Management, Fixed Income, Structured Finance, Loan Origination
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance & International Business
Stockholm School of Economics 1995 — 1995
University of Denver 1986 — 1990
BSBA, Cum Laude, Finance
Greg Crews's Wells Fargo Bank Experience June 1998 - Present
Job CW2 Army Reserves
Industry Banking
Experience
Wells Fargo Bank June 1998 - Present
324th SC Army Reserves June 2010 - March 2014
US Army 1993 - 1998
JCU 1993 - 1998
Skills
ITIL, IT Management, Team Leadership, Network Operations, CCNA, Computer Network..., CCNP, Network Administration, Troubleshooting, Networking, Cisco Technologies, Disaster Recovery, Management, Routers, Security
Education
Strayer University 2004 — 2006
BSIT, Internetworking Technology
Wells Fargo Bank June 1998 - Present
324th SC Army Reserves June 2010 - March 2014
US Army 1993 - 1998
JCU 1993 - 1998
Skills
ITIL, IT Management, Team Leadership, Network Operations, CCNA, Computer Network..., CCNP, Network Administration, Troubleshooting, Networking, Cisco Technologies, Disaster Recovery, Management, Routers, Security
Education
Strayer University 2004 — 2006
BSIT, Internetworking Technology
Sheri Anderson's Wells Fargo Bank Experience 1980 - 1984
Job Director at Little Passports
Industry Information Technology and Services
Experience
Little Passports 2011 - Present
Raleys January 2004 - May 2015
Business Objects (SAP) July 2005 - July 2008
Business Objects, an SAP Company 2008 - 2008
Xilinx, Inc. 2001 - 2004
Novell 2000 - 2001
Novell Inc 1995 - 2000
Charles Schwab 1984 - 1995
Wells Fargo Bank 1980 - 1984
Skills
SaaS, Strategic Partnerships, Management, Executive Management, Team Building, IT Strategy, Start-ups, Strategy, Change Management, Cloud Computing, Program Management, Business Strategy, Customer Service, Product Management, Cross-functional Team..., Mergers & Acquisitions, Strategic Planning, Business Intelligence
Education
Stanford University 1972 — 1976
Little Passports 2011 - Present
Raleys January 2004 - May 2015
Business Objects (SAP) July 2005 - July 2008
Business Objects, an SAP Company 2008 - 2008
Xilinx, Inc. 2001 - 2004
Novell 2000 - 2001
Novell Inc 1995 - 2000
Charles Schwab 1984 - 1995
Wells Fargo Bank 1980 - 1984
Skills
SaaS, Strategic Partnerships, Management, Executive Management, Team Building, IT Strategy, Start-ups, Strategy, Change Management, Cloud Computing, Program Management, Business Strategy, Customer Service, Product Management, Cross-functional Team..., Mergers & Acquisitions, Strategic Planning, Business Intelligence
Education
Stanford University 1972 — 1976
Mary Cheng, PMP's Wells Fargo Bank Experience 1999 - 2007
Job Scrum Master at HewlettPackard
Industry Internet
Experience
Hewlett-Packard April 2014 - Present
Various, Inc. March 2011 - April 2014
PayPal March 2009 - March 2011
Paypal Inc (an eBay Company) March 2007 - February 2009
Wells Fargo Bank 1999 - 2007
Skills
Product Management, Cross-functional Team..., Software Project..., Management, E-commerce, PMP, Program Management, Analytics, Agile Methodologies, Start-ups, Competitive Analysis, Vendor Management, SDLC, Product Development, Agile Project Management, Digital Marketing, Strategy, Project Management, SaaS
Education
Stanford University
Advanced Project Management
UC Berkeley
Project Management Certificate
University of Nevada-Las Vegas
Bachelor, Hotel Administration
Hewlett-Packard April 2014 - Present
Various, Inc. March 2011 - April 2014
PayPal March 2009 - March 2011
Paypal Inc (an eBay Company) March 2007 - February 2009
Wells Fargo Bank 1999 - 2007
Skills
Product Management, Cross-functional Team..., Software Project..., Management, E-commerce, PMP, Program Management, Analytics, Agile Methodologies, Start-ups, Competitive Analysis, Vendor Management, SDLC, Product Development, Agile Project Management, Digital Marketing, Strategy, Project Management, SaaS
Education
Stanford University
Advanced Project Management
UC Berkeley
Project Management Certificate
University of Nevada-Las Vegas
Bachelor, Hotel Administration
Sarah Remolina's Wells Fargo Bank Experience December 2013 - Present
Job Trust Team Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank December 2013 - Present
Wells Fargo Bank August 2008 - December 2013
Law Offices of Kevin P. Phillips May 2005 - April 2008
Skills
Personal Trust..., Legal Research, Wealth Management, Legal Writing, Microsoft Office, Public Speaking, Securities, Estate Administration, Litigation, Estate Planning
Education
Suffolk University Law School 2003 — 2006
Wells Fargo Bank December 2013 - Present
Wells Fargo Bank August 2008 - December 2013
Law Offices of Kevin P. Phillips May 2005 - April 2008
Skills
Personal Trust..., Legal Research, Wealth Management, Legal Writing, Microsoft Office, Public Speaking, Securities, Estate Administration, Litigation, Estate Planning
Education
Suffolk University Law School 2003 — 2006
Paul Zeh's Wells Fargo Bank Experience June 2007 - October 2008
Job Manager/ Sales Manager
Industry Financial Services
Experience
GM Financial/AmeriCredit January 2010 - Present
Atlantic Energy Solutions February 2009 - January 2010
Wells Fargo Bank June 2007 - October 2008
Onyx Acceptance Corp December 2004 - June 2007
AmeriCredit May 1997 - March 2003
First Merchants Acceptance Corp February 1995 - May 1997
Education
State University of New York at Oswego 1985 — 1989
Bachelor of Science, Business Administration
GM Financial/AmeriCredit January 2010 - Present
Atlantic Energy Solutions February 2009 - January 2010
Wells Fargo Bank June 2007 - October 2008
Onyx Acceptance Corp December 2004 - June 2007
AmeriCredit May 1997 - March 2003
First Merchants Acceptance Corp February 1995 - May 1997
Education
State University of New York at Oswego 1985 — 1989
Bachelor of Science, Business Administration
Jeryl Kronish's Wells Fargo Bank Experience October 2000 - Present
Job Private Banker/Business Champion at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2000 - Present
Rockland Business Women's Network 1995 - 2007
Jeryl's Jems April 1992 - January 2004
First Union National Bank 2000 - 2003
Citi September 1974 - September 1991
Skills
Banking, Small Business Lending, Loans, Credit, Finance, Mortgage Lending, Relationship Management, Customer Service, Commercial Lending, Investments, Small Business, Commercial Banking, Consumer Lending, Sales, Credit Analysis, Private Banking, Strategic Financial..., Mutual Funds, Financial Advisory, Portfolio Management, Lines Of Credit
Education
State University of New York College at Buffalo 1972 — 1973
Wells Fargo Bank October 2000 - Present
Rockland Business Women's Network 1995 - 2007
Jeryl's Jems April 1992 - January 2004
First Union National Bank 2000 - 2003
Citi September 1974 - September 1991
Skills
Banking, Small Business Lending, Loans, Credit, Finance, Mortgage Lending, Relationship Management, Customer Service, Commercial Lending, Investments, Small Business, Commercial Banking, Consumer Lending, Sales, Credit Analysis, Private Banking, Strategic Financial..., Mutual Funds, Financial Advisory, Portfolio Management, Lines Of Credit
Education
State University of New York College at Buffalo 1972 — 1973
Larry Cretan's Wells Fargo Bank Experience August 1983 - August 2001
Job EVP, Chief Credit Officer at Mechanics Bank
Industry Banking
Experience
Mechanics Bank March 2014 - Present
Pacific Capital Bancorp November 2010 - June 2013
The Wine Foundry 2007 - 2012
Tamalpais Bank October 2008 - November 2010
Greater Bay Bank,Palo Alto, CA September 2001 - May 2008
Greater Bay Bancorp 2001 - 2008
Wells Fargo Bank August 1983 - August 2001
Armenian Assembly of America January 1980 - June 1983
Skills
Credit, Loans, Commercial Lending, Banking, Commercial Banking, Credit Analysis, Small Business Lending, Portfolio Management, Underwriting, Retail Banking, Risk Management, Credit Risk, Financial Services, Relationship Management, Mortgage Lending, Financial Analysis, Cash Management, Lines Of Credit, Treasury Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1979 — 1983
MBA, Management
University of California, Los Angeles 1974 — 1976
MA, Middle Eastern History
Stanford University 1968 — 1972
BA, Honors, History
Mechanics Bank March 2014 - Present
Pacific Capital Bancorp November 2010 - June 2013
The Wine Foundry 2007 - 2012
Tamalpais Bank October 2008 - November 2010
Greater Bay Bank,Palo Alto, CA September 2001 - May 2008
Greater Bay Bancorp 2001 - 2008
Wells Fargo Bank August 1983 - August 2001
Armenian Assembly of America January 1980 - June 1983
Skills
Credit, Loans, Commercial Lending, Banking, Commercial Banking, Credit Analysis, Small Business Lending, Portfolio Management, Underwriting, Retail Banking, Risk Management, Credit Risk, Financial Services, Relationship Management, Mortgage Lending, Financial Analysis, Cash Management, Lines Of Credit, Treasury Management, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1979 — 1983
MBA, Management
University of California, Los Angeles 1974 — 1976
MA, Middle Eastern History
Stanford University 1968 — 1972
BA, Honors, History
John Likas's Wells Fargo Bank Experience 2009 - April 2011
Job GreenPath Software Solutions LLC
Industry Computer Software
Experience
Greenpath Software Solutions LLC May 2007 - Present
Walnut Computing Services April 2009 - May 2011
Wells Fargo Bank 2009 - April 2011
Wells Fargo 1980 - 2007
Wells Fargo Bank 1980 - 2006
Skills
Business Analysis, Risk Management, Banking, Program Management, Management Consulting, Process Improvement, Strategic Planning, Mergers, SDLC, Requirements Analysis, Vendor Management, Change Management, Integration, Financial Services, Management, Software Project..., Strategy, IT Strategy, Analysis, Enterprise Architecture, Business Process, Leadership, Business Strategy, Business Process..., Project Management, Project Portfolio..., Outsourcing, Product Management, Business Transformation, Start-ups, Cross-functional Team..., Mergers & Acquisitions, Business Requirements, Data Warehousing, Executive Management, PMO, Consulting, Business Development, Requirements Gathering, Enterprise Software, Business Intelligence, SaaS, CRM, IT Management, PMP, Analytics, Governance, Visio, Cloud Computing, Software Development
Education
Suffolk University - Sawyer Business School 1975 — 1976
MBA, Economics and Management
Northeastern University BS
Engineering Technology, General
Greenpath Software Solutions LLC May 2007 - Present
Walnut Computing Services April 2009 - May 2011
Wells Fargo Bank 2009 - April 2011
Wells Fargo 1980 - 2007
Wells Fargo Bank 1980 - 2006
Skills
Business Analysis, Risk Management, Banking, Program Management, Management Consulting, Process Improvement, Strategic Planning, Mergers, SDLC, Requirements Analysis, Vendor Management, Change Management, Integration, Financial Services, Management, Software Project..., Strategy, IT Strategy, Analysis, Enterprise Architecture, Business Process, Leadership, Business Strategy, Business Process..., Project Management, Project Portfolio..., Outsourcing, Product Management, Business Transformation, Start-ups, Cross-functional Team..., Mergers & Acquisitions, Business Requirements, Data Warehousing, Executive Management, PMO, Consulting, Business Development, Requirements Gathering, Enterprise Software, Business Intelligence, SaaS, CRM, IT Management, PMP, Analytics, Governance, Visio, Cloud Computing, Software Development
Education
Suffolk University - Sawyer Business School 1975 — 1976
MBA, Economics and Management
Northeastern University BS
Engineering Technology, General
Sonia Detels's Wells Fargo Bank Experience 1995 - 1996
Job IT Business Relationship Manager at Calix Networks
Industry Telecommunications
Experience
Calix Networks February 2007 - Present
Riverdeep February 1999 - February 2007
Franklin Templeton Group December 1997 - January 1999
Verizon 1996 - 1997
Wells Fargo Bank 1995 - 1996
PG&E 1994 - 1995
Skills
Software Development, Software Project..., Integration, Requirements Analysis, Business Process, Quality Assurance, SQL, Business Analysis, SDLC, Agile Methodologies, Cross-functional Team..., Telecommunications, Oracle E-Business Suite, Oracle, Visio, Cloud Computing, Cloud Applications, Scrum, Salesforce.com
Education
Stony Brook University 1989 — 1994
BS, Computer Science
Calix Networks February 2007 - Present
Riverdeep February 1999 - February 2007
Franklin Templeton Group December 1997 - January 1999
Verizon 1996 - 1997
Wells Fargo Bank 1995 - 1996
PG&E 1994 - 1995
Skills
Software Development, Software Project..., Integration, Requirements Analysis, Business Process, Quality Assurance, SQL, Business Analysis, SDLC, Agile Methodologies, Cross-functional Team..., Telecommunications, Oracle E-Business Suite, Oracle, Visio, Cloud Computing, Cloud Applications, Scrum, Salesforce.com
Education
Stony Brook University 1989 — 1994
BS, Computer Science
Chris Rodehau's Wells Fargo Bank Experience 1999 - June 2006
Job Engineer at Wells Fargo
Industry Banking
Experience
Wells Fargo 1999 - Present
Wells Fargo Bank 1999 - June 2006
Legend Data 1995 - 2000
Circle International 1989 - 1999
Circle International / Eagle Global Logistics 1989 - 1999
Komatsu 1986 - 1988
Skills
Solaris, NetBackup, Hitachi, Aptare, OpsCenter, SQL Tuning, Disaster Recovery, Technical Support, Business Analysis, Integration, Information Technology, Process Improvement
Education
State University of New York College at Fredonia 1976 — 1980
BA, Business Administration
Wells Fargo 1999 - Present
Wells Fargo Bank 1999 - June 2006
Legend Data 1995 - 2000
Circle International 1989 - 1999
Circle International / Eagle Global Logistics 1989 - 1999
Komatsu 1986 - 1988
Skills
Solaris, NetBackup, Hitachi, Aptare, OpsCenter, SQL Tuning, Disaster Recovery, Technical Support, Business Analysis, Integration, Information Technology, Process Improvement
Education
State University of New York College at Fredonia 1976 — 1980
BA, Business Administration
John Jin Lee's Wells Fargo Bank Experience 1977 - 2002
Job General Counsel & Secretary at Westlake Realty Group
Industry Real Estate
Experience
Westlake Realty Group June 2002 - Present
Wells Fargo Bank 1977 - 2002
Education
Stanford University 1971 — 1975
Westlake Realty Group June 2002 - Present
Wells Fargo Bank 1977 - 2002
Education
Stanford University 1971 — 1975
Susan Dolan-Reed's Wells Fargo Bank Experience February 1996 - January 2010
Job Client Service Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2010 - Present
Wells Fargo February 2005 - January 2010
Wells Fargo Bank February 1996 - January 2010
All Guard Insurance April 1986 - December 1995
PSEG 1981 - 1985
PSEG 1981 - 1985
PSEG 1981 - 1985
Skills
Customer Service, Business Analysis, Process Improvement, Microsoft Office, Coaching, Banking, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Insurance, Analysis, Database Design, Leadership
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Science, Business
Wells Fargo January 2010 - Present
Wells Fargo February 2005 - January 2010
Wells Fargo Bank February 1996 - January 2010
All Guard Insurance April 1986 - December 1995
PSEG 1981 - 1985
PSEG 1981 - 1985
PSEG 1981 - 1985
Skills
Customer Service, Business Analysis, Process Improvement, Microsoft Office, Coaching, Banking, Strategic Planning, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Insurance, Analysis, Database Design, Leadership
Education
Richard Stockton College of New Jersey 2001 — 2005
Bachelor of Science, Business
Reginald Sanderson's Wells Fargo Bank Experience 1986 - 1989
Job President at Anvil Capital
Industry Management Consulting
Experience
Anvil Capital January 2000 - Present
Boone Air Parts April 2004 - August 2007
Retail One September 2002 - April 2004
Coast Business Credit 1995 - 2002
Buccino and Assoc 1992 - 1995
Heller financial 1989 - 1993
Wells Fargo Bank 1986 - 1989
Union Bank 1977 - 1979
Skills
Financial Analysis, Problem Solving, Banking, Portfolio Management, Negotiation, Debt, Management Consulting, Restructuring, Financial Reporting, Finance, Asset Based Lending, Credit, Analysis, Business Strategy, Valuation, Entrepreneurship, Investments, Forecasting, Management, Mergers & Acquisitions, Venture Capital, Cash Management, Due Diligence, Executive Management, Private Equity, Cash Flow, Business Development, Funding, Financial Structuring, Corporate Finance, Structured Finance, Corporate Development
Education
The University of Chicago 1973 — 1976
Accouniting Finance, /marketing
Stanford University 1969 — 1973
BA, SOCIAL SCIENCES
Stanford University 1969 — 1973
Bachelor's degree
Anvil Capital January 2000 - Present
Boone Air Parts April 2004 - August 2007
Retail One September 2002 - April 2004
Coast Business Credit 1995 - 2002
Buccino and Assoc 1992 - 1995
Heller financial 1989 - 1993
Wells Fargo Bank 1986 - 1989
Union Bank 1977 - 1979
Skills
Financial Analysis, Problem Solving, Banking, Portfolio Management, Negotiation, Debt, Management Consulting, Restructuring, Financial Reporting, Finance, Asset Based Lending, Credit, Analysis, Business Strategy, Valuation, Entrepreneurship, Investments, Forecasting, Management, Mergers & Acquisitions, Venture Capital, Cash Management, Due Diligence, Executive Management, Private Equity, Cash Flow, Business Development, Funding, Financial Structuring, Corporate Finance, Structured Finance, Corporate Development
Education
The University of Chicago 1973 — 1976
Accouniting Finance, /marketing
Stanford University 1969 — 1973
BA, SOCIAL SCIENCES
Stanford University 1969 — 1973
Bachelor's degree
Bernadine Loftin's Wells Fargo Bank Experience October 2011 - Present
Job VP/Strategy Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2011 - Present
Wachovia May 1991 - October 2011
Wells Fargo Advisors 1991 - October 2011
Skills
Project Management, Strategic Planning, Six Sigma, Process Improvement, Banking, Strategic Financial..., Program Management, Operations Management, Building Relationships, Employee Management, Operational Efficiency, Strategic Sourcing, Procurement Outsourcing, Global Strategy, Global Sourcing
Education
Strayer University (VA)
Bachelor's Degree, Business Administration/Management/Finance, 4.0
Wells Fargo Bank October 2011 - Present
Wachovia May 1991 - October 2011
Wells Fargo Advisors 1991 - October 2011
Skills
Project Management, Strategic Planning, Six Sigma, Process Improvement, Banking, Strategic Financial..., Program Management, Operations Management, Building Relationships, Employee Management, Operational Efficiency, Strategic Sourcing, Procurement Outsourcing, Global Strategy, Global Sourcing
Education
Strayer University (VA)
Bachelor's Degree, Business Administration/Management/Finance, 4.0
Keith Wilton's Wells Fargo Bank Experience October 2000 - October 2002
Job Executive Vice President and Chief Operating Officer at Heritage Bank of Commerce
Industry Financial Services
Experience
Heritage Bank of Commerce February 2014 - Present
The Alta Group March 2013 - February 2014
Pacific Capital Bancorp, Santa Barbara, Ca. September 2010 - February 2013
Independent Consulting Assignments January 2008 - September 2010
Greater Bay Bank October 2002 - November 2007
Wells Fargo Bank October 2000 - October 2002
Wells Fargo Bank October 1997 - October 2000
AT&T Capital Corporation -Leasing Services September 1993 - September 1996
Skills
Financial Services, Pricing, Loans, Credit, Commercial Lending, Asset Based Lending, Portfolio Management, Small Business Lending, Asset Managment, Financial Analysis, Credit Analysis, Risk Management, Finance, Mergers & Acquisitions, Strategy, Asset Management, Executive Management, Leadership, Process Improvement, Business Process..., Management, Investments, Business Planning, Due Diligence, Business Development, Managerial Finance, Mortgage Lending, Banking, Budgets, Change Management, Treasury Management, Credit Risk, Negotiation, Loan Origination, Sales Management, Accounting, Commercial Banking
Education
University of San Francisco - School of Management 2009 — 2010
Master Certificate, Internet Marketing
Stanford University Graduate School of Business 2006 — 2006
Executive Program, General Management Strategy
The University of British Columbia 1975 — 1980
Bachelor of Commerce, Urban Land Economics and Finance
Heritage Bank of Commerce February 2014 - Present
The Alta Group March 2013 - February 2014
Pacific Capital Bancorp, Santa Barbara, Ca. September 2010 - February 2013
Independent Consulting Assignments January 2008 - September 2010
Greater Bay Bank October 2002 - November 2007
Wells Fargo Bank October 2000 - October 2002
Wells Fargo Bank October 1997 - October 2000
AT&T Capital Corporation -Leasing Services September 1993 - September 1996
Skills
Financial Services, Pricing, Loans, Credit, Commercial Lending, Asset Based Lending, Portfolio Management, Small Business Lending, Asset Managment, Financial Analysis, Credit Analysis, Risk Management, Finance, Mergers & Acquisitions, Strategy, Asset Management, Executive Management, Leadership, Process Improvement, Business Process..., Management, Investments, Business Planning, Due Diligence, Business Development, Managerial Finance, Mortgage Lending, Banking, Budgets, Change Management, Treasury Management, Credit Risk, Negotiation, Loan Origination, Sales Management, Accounting, Commercial Banking
Education
University of San Francisco - School of Management 2009 — 2010
Master Certificate, Internet Marketing
Stanford University Graduate School of Business 2006 — 2006
Executive Program, General Management Strategy
The University of British Columbia 1975 — 1980
Bachelor of Commerce, Urban Land Economics and Finance
Daniel N. Barr's Wells Fargo Bank Experience April 1998 - Present
Job Operational Risk Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 1998 - Present
Wells Fargo 1998 - Present
sallie mae 1994 - 1998
Skills
Operational Risk, Financial Analysis, Mortgage Lending, Risk Management, Loans, Securities, Banking, Financial Risk, Credit, Credit Analysis, Process Improvement
Education
State University of New York College at Potsdam 1980 — 1984
Wells Fargo Bank April 1998 - Present
Wells Fargo 1998 - Present
sallie mae 1994 - 1998
Skills
Operational Risk, Financial Analysis, Mortgage Lending, Risk Management, Loans, Securities, Banking, Financial Risk, Credit, Credit Analysis, Process Improvement
Education
State University of New York College at Potsdam 1980 — 1984
Christopher Borjon's Wells Fargo Bank Experience 2001 - 2007
Job Cabezon Investment Group
Industry Capital Markets
Experience
Cabezon Investment Group 2010 - Present
Wells Fargo Bank 2001 - 2007
Bank of America 1993 - 2000
NatWest Markets 1992 - 1993
Security Pacific National Bank 1991 - 1992
Stanford Graduate School of Business 1989 - 1991
Education
Stanford University 1985 — 1989
Bachelor of Arts, Economics
Cabezon Investment Group 2010 - Present
Wells Fargo Bank 2001 - 2007
Bank of America 1993 - 2000
NatWest Markets 1992 - 1993
Security Pacific National Bank 1991 - 1992
Stanford Graduate School of Business 1989 - 1991
Education
Stanford University 1985 — 1989
Bachelor of Arts, Economics
Kathleen Courtney's Wells Fargo Bank Experience 1970 - 1985
Job Owner, XDM Corporation
Industry Marketing and Advertising
Experience
XDM Corporation 1992 - Present
Cooperative Marketing Company 1985 - 1992
Wells Fargo Bank 1970 - 1985
Education
Stanford University Graduate School of Business 1984 — 1985
Certificate, Strategic Marketing Management
Trinity University-Washington 1963 — 1967
Bachelor of Arts, Russian, Philosophy
XDM Corporation 1992 - Present
Cooperative Marketing Company 1985 - 1992
Wells Fargo Bank 1970 - 1985
Education
Stanford University Graduate School of Business 1984 — 1985
Certificate, Strategic Marketing Management
Trinity University-Washington 1963 — 1967
Bachelor of Arts, Russian, Philosophy
Jayashree B's Wells Fargo Bank Experience April 2010 - August 2010
Job Photographer
Industry Photography
Experience
Freelance Photographer January 2014 - Present
Wells Fargo Bank April 2010 - August 2010
First Data Corporation September 2009 - February 2010
Covansys April 2004 - December 2007
Skills
SDLC, JCL, COBOL, Software Project..., DB2, Web Services, Testing, Requirements Gathering, Requirements Analysis, Management, Mainframe
Education
Stella Maris College 2000 — 2003
BCA, Computers
Freelance Photographer January 2014 - Present
Wells Fargo Bank April 2010 - August 2010
First Data Corporation September 2009 - February 2010
Covansys April 2004 - December 2007
Skills
SDLC, JCL, COBOL, Software Project..., DB2, Web Services, Testing, Requirements Gathering, Requirements Analysis, Management, Mainframe
Education
Stella Maris College 2000 — 2003
BCA, Computers
Narcisse Mondesir's Wells Fargo Bank Experience December 2009 - September 2013
Job Experienced Tax Associate
Industry Accounting
Experience
PwC September 2013 - Present
Wells Fargo Bank December 2009 - September 2013
Wachovia Bank November 2006 - December 2009
JPMorgan Chase June 2000 - November 2005
Skills
Credit, Underwriting, Banking, Credit Analysis, Financial Analysis, Loans, Finance, Customer Service, Microsoft Excel, Accounting, Analysis, Coaching, Consumer Lending, Financial Services, Strategic Financial..., Team Building
Education
Winthrop University 2011 — 2013
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2009 — 2011
B.S.
State University of New York College at Brockport 1995 — 2000
B.A.
South Shore High School 1991 — 1995
High School Diploma
PwC September 2013 - Present
Wells Fargo Bank December 2009 - September 2013
Wachovia Bank November 2006 - December 2009
JPMorgan Chase June 2000 - November 2005
Skills
Credit, Underwriting, Banking, Credit Analysis, Financial Analysis, Loans, Finance, Customer Service, Microsoft Excel, Accounting, Analysis, Coaching, Consumer Lending, Financial Services, Strategic Financial..., Team Building
Education
Winthrop University 2011 — 2013
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2009 — 2011
B.S.
State University of New York College at Brockport 1995 — 2000
B.A.
South Shore High School 1991 — 1995
High School Diploma
Steve Nosenchuck's Wells Fargo Bank Experience February 2008 - October 2013
Job Business Client Advisor at Union Bank
Industry Banking
Experience
Union Bank October 2013 - Present
Wells Fargo Bank February 2008 - October 2013
The CIT Group June 2004 - October 2007
Ingram Micro 1998 - 2001
Skills
Commercial Banking, Loans, Banking, Credit, Commercial Lending, Treasury Management, Financial Services, Lines Of Credit, Asset Based Lending, Mergers & Acquisitions, Strategy, Merchant Services, Mortgage Lending, Structured Finance, Finance, Business Development, Credit Analysis, Consumer Lending, Commercial Mortgages, Small Business Lending, Cross Selling, Sales
Education
State University of New York at Buffalo - School of Management 1995 — 2000
MBA, International Business, Marketing
Union Bank October 2013 - Present
Wells Fargo Bank February 2008 - October 2013
The CIT Group June 2004 - October 2007
Ingram Micro 1998 - 2001
Skills
Commercial Banking, Loans, Banking, Credit, Commercial Lending, Treasury Management, Financial Services, Lines Of Credit, Asset Based Lending, Mergers & Acquisitions, Strategy, Merchant Services, Mortgage Lending, Structured Finance, Finance, Business Development, Credit Analysis, Consumer Lending, Commercial Mortgages, Small Business Lending, Cross Selling, Sales
Education
State University of New York at Buffalo - School of Management 1995 — 2000
MBA, International Business, Marketing
Shari Adkins's Wells Fargo Bank Experience 1986 - 1989
Job Internal Audit Consultant at Robert Half Management Resources
Industry Financial Services
Experience
Robert Half Management Resources May 2009 - Present
CSAA 2009 - Present
World Savings/Wachovia Bank 1996 - 2008
Wells Fargo Bank 1986 - 1989
Crocker National Bank 1981 - 1986
Education
Stanford University
Robert Half Management Resources May 2009 - Present
CSAA 2009 - Present
World Savings/Wachovia Bank 1996 - 2008
Wells Fargo Bank 1986 - 1989
Crocker National Bank 1981 - 1986
Education
Stanford University
Al Torres's Wells Fargo Bank Experience June 2010 - June 2012
Job Quality Assurance Specialist II at First Tech Federal Credit Union
Industry Financial Services
Experience
First Tech Federal Credit Union January 2015 - Present
Gregory Funding March 2014 - December 2014
Bank of America December 2012 - December 2013
Wells Fargo Bank June 2010 - June 2012
Alpine Mortgage Planning April 2008 - July 2010
Wilmington Finance February 2003 - April 2008
Aegis Funding November 2001 - February 2003
EquiCredit September 1993 - November 2001
Skills
NMLS Licensed, Level 1 Dedicated..., Mortgage Lending, Loans, Mortgage Banking, FHA, Credit, Loan Origination, Residential Mortgages, Refinance, Reverse Mortgages, Customer Service, Financial Analysis, Bilingual Communications
Education
State University of New York at New Paltz 1981 — 1984
BA Poli Sci, International Relations
State University of New York College at Geneseo 1979 — 1981
North Shore High School 1975 — 1979
Yes, Teenage Life
First Tech Federal Credit Union January 2015 - Present
Gregory Funding March 2014 - December 2014
Bank of America December 2012 - December 2013
Wells Fargo Bank June 2010 - June 2012
Alpine Mortgage Planning April 2008 - July 2010
Wilmington Finance February 2003 - April 2008
Aegis Funding November 2001 - February 2003
EquiCredit September 1993 - November 2001
Skills
NMLS Licensed, Level 1 Dedicated..., Mortgage Lending, Loans, Mortgage Banking, FHA, Credit, Loan Origination, Residential Mortgages, Refinance, Reverse Mortgages, Customer Service, Financial Analysis, Bilingual Communications
Education
State University of New York at New Paltz 1981 — 1984
BA Poli Sci, International Relations
State University of New York College at Geneseo 1979 — 1981
North Shore High School 1975 — 1979
Yes, Teenage Life
Scott Ferro's Wells Fargo Bank Experience June 2010 - June 2011
Job Product Owner at Lowe's Companies, Inc.
Industry Internet
Experience
Lowe's Companies, Inc. September 2014 - Present
Lowe's Home Improvement November 2013 - September 2014
Lowe's Home Improvement October 2011 - November 2013
Wells Fargo Bank June 2010 - June 2011
Wachovia, A Wells Fargo Company October 2006 - June 2010
Wachovia September 2005 - October 2006
Wachovia November 2003 - September 2005
Skills
Leadership, Process Improvement, Management, E-commerce, Analytics, Training, Customer Satisfaction, Customer Experience, Banking, Mergers & Acquisitions, Financial Services, Business Analysis, Vendor Management, SDLC, Visio, Relationship Management, Program Management, CRM, Business Process..., Strategy, Requirements Gathering, Cross-functional Team...
Education
State University of New York College at Geneseo 1999 — 2003
Bachelors, Business Administration
Lowe's Companies, Inc. September 2014 - Present
Lowe's Home Improvement November 2013 - September 2014
Lowe's Home Improvement October 2011 - November 2013
Wells Fargo Bank June 2010 - June 2011
Wachovia, A Wells Fargo Company October 2006 - June 2010
Wachovia September 2005 - October 2006
Wachovia November 2003 - September 2005
Skills
Leadership, Process Improvement, Management, E-commerce, Analytics, Training, Customer Satisfaction, Customer Experience, Banking, Mergers & Acquisitions, Financial Services, Business Analysis, Vendor Management, SDLC, Visio, Relationship Management, Program Management, CRM, Business Process..., Strategy, Requirements Gathering, Cross-functional Team...
Education
State University of New York College at Geneseo 1999 — 2003
Bachelors, Business Administration
Suyun Xu's Wells Fargo Bank Experience June 2007 - June 2008
Job Director, Visa Analytics at Visa Inc.
Industry Financial Services
Experience
VISA Inc November 2013 - Present
Visa Inc. September 2011 - October 2013
Visa Inc. June 2008 - August 2011
Wells Fargo Bank June 2007 - June 2008
HSBC 2001 - 2006
SPSS September 2000 - August 2001
ZS Associates January 2000 - September 2000
Skills
Risk Management, Credit Risk, Financial Risk, Leadership, Analytics, SAS, Predictive Analytics, Predictive Modeling, Data Mining, Credit Cards, Business Analysis, Business Analytics, Data Analysis, Business Intelligence, Statistical Modeling
Education
Stanford University 2009 — 2011
Strategic Decision and Risk Management
University of Illinois at Chicago 1998 — 2000
M.S., BioStatistics
VISA Inc November 2013 - Present
Visa Inc. September 2011 - October 2013
Visa Inc. June 2008 - August 2011
Wells Fargo Bank June 2007 - June 2008
HSBC 2001 - 2006
SPSS September 2000 - August 2001
ZS Associates January 2000 - September 2000
Skills
Risk Management, Credit Risk, Financial Risk, Leadership, Analytics, SAS, Predictive Analytics, Predictive Modeling, Data Mining, Credit Cards, Business Analysis, Business Analytics, Data Analysis, Business Intelligence, Statistical Modeling
Education
Stanford University 2009 — 2011
Strategic Decision and Risk Management
University of Illinois at Chicago 1998 — 2000
M.S., BioStatistics
Douglas Chasser's Wells Fargo Bank Experience November 2011 - March 2014
Job Private Banker / Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank March 2014 - Present
Wells Fargo Bank November 2011 - March 2014
Wells Fargo Advisors November 2011 - March 2014
Wells Fargo Bank January 2010 - November 2011
Wachovia, A Wells Fargo Company October 2007 - January 2010
Wachovia, A Wells Fargo Company May 2006 - October 2007
AIG June 2005 - May 2006
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Loans, Private Banking, Small Business Lending, Banking, Retirement, Credit, Mutual Funds, Commercial Lending, Portfolio Management, Finance, Mortgage Lending, Securities, Credit Analysis, Financial Services, Strategic Financial..., Commercial Banking, Asset Allocation, Relationship Management, Asset Management, Equities, Fixed Income, Financial Analysis, Risk Management, Consumer Lending, Estate Planning, Insurance, Loan Origination, Customer Service, Lines Of Credit, Investment Advisory, Mortgage Banking, Financial Advisory, Underwriting, Credit Risk, Cash Management
Education
Stetson University 2001 — 2005
B.B.A., Business
Avon Old Farms School 1997 — 2001
Wells Fargo Private Bank March 2014 - Present
Wells Fargo Bank November 2011 - March 2014
Wells Fargo Advisors November 2011 - March 2014
Wells Fargo Bank January 2010 - November 2011
Wachovia, A Wells Fargo Company October 2007 - January 2010
Wachovia, A Wells Fargo Company May 2006 - October 2007
AIG June 2005 - May 2006
Skills
Series 7, Series 63, Retirement Planning, Investments, Wealth Management, Loans, Private Banking, Small Business Lending, Banking, Retirement, Credit, Mutual Funds, Commercial Lending, Portfolio Management, Finance, Mortgage Lending, Securities, Credit Analysis, Financial Services, Strategic Financial..., Commercial Banking, Asset Allocation, Relationship Management, Asset Management, Equities, Fixed Income, Financial Analysis, Risk Management, Consumer Lending, Estate Planning, Insurance, Loan Origination, Customer Service, Lines Of Credit, Investment Advisory, Mortgage Banking, Financial Advisory, Underwriting, Credit Risk, Cash Management
Education
Stetson University 2001 — 2005
B.B.A., Business
Avon Old Farms School 1997 — 2001
Patrick Sherwood's Wells Fargo Bank Experience 1987 - Present
Job US Region Head, GFI, Wells Fargo
Industry Banking
Experience
Wells Fargo Bank 1987 - Present
Education
Stanford University Graduate School of Business 1994 — 1995
Master in Management, Management
University of California, Davis 1982 — 1986
Wells Fargo Bank 1987 - Present
Education
Stanford University Graduate School of Business 1994 — 1995
Master in Management, Management
University of California, Davis 1982 — 1986
Seth Hejny's Wells Fargo Bank Experience January 2005 - August 2007
Job Business Relationship Manager at Wells Fargo
Industry Real Estate
Experience
Wells Fargo October 2011 - Present
Lone Peak Development April 2007 - October 2011
Wells Fargo Bank January 2005 - August 2007
Skills
Management, Real Estate, Forecasting, Market Analysis, Loans, Financial Analysis, Credit Analysis, Asset Management, Treasury Management, Sales, Salesforce.com, Leadership, Investment Properties, Banking, Commercial Lending
Education
Stanford University 1999 — 2004
Bachelor's degree, Economics
Wells Fargo October 2011 - Present
Lone Peak Development April 2007 - October 2011
Wells Fargo Bank January 2005 - August 2007
Skills
Management, Real Estate, Forecasting, Market Analysis, Loans, Financial Analysis, Credit Analysis, Asset Management, Treasury Management, Sales, Salesforce.com, Leadership, Investment Properties, Banking, Commercial Lending
Education
Stanford University 1999 — 2004
Bachelor's degree, Economics
Perry W. Thorndyke's Wells Fargo Bank Experience February 1992 - March 1994
Job Software industry executive and consultant
Industry Computer Software
Experience
Self-employed 2001 - Present
BroadVision August 1996 - February 2001
Quintus 1994 - 1996
Wells Fargo Bank February 1992 - March 1994
Metaphor Computer Systems 1990 - 1992
FMC 1984 - 1990
Education
Stanford University
Ph.D., Cognitive Psychology
Yale University
B.A., Computer and Information Sciences
Self-employed 2001 - Present
BroadVision August 1996 - February 2001
Quintus 1994 - 1996
Wells Fargo Bank February 1992 - March 1994
Metaphor Computer Systems 1990 - 1992
FMC 1984 - 1990
Education
Stanford University
Ph.D., Cognitive Psychology
Yale University
B.A., Computer and Information Sciences
pok chan's Wells Fargo Bank Experience May 2012 - Present
Job VP at wells fargo bank
Industry Banking
Experience
wells fargo bank May 2012 - Present
Wells Fargo November 2005 - May 2012
Wells Fargo February 1996 - November 2005
williams-sonoma June 1989 - February 1996
Skills
Portfolio Management, Unix, Financial Services, Microsoft SQL Server, SQL, Analytics, Business Intelligence, Statistical Modeling, Tableau
Education
Stanford University 1987 — 1989
Master’s Degree, Statistics
wells fargo bank May 2012 - Present
Wells Fargo November 2005 - May 2012
Wells Fargo February 1996 - November 2005
williams-sonoma June 1989 - February 1996
Skills
Portfolio Management, Unix, Financial Services, Microsoft SQL Server, SQL, Analytics, Business Intelligence, Statistical Modeling, Tableau
Education
Stanford University 1987 — 1989
Master’s Degree, Statistics
Mike Kinnen's Wells Fargo Bank Experience November 1982 - October 1996
Job VP Operations at Big O Tires
Industry Retail
Experience
Big O Tires April 2008 - April 2015
VICORP Restaurants, Inc. 1996 - 2008
Wells Fargo Bank November 1982 - October 1996
HSBC 1978 - 1982
Skills
Inventory Management, Process Improvement, Budgets, Income Statement, Strategic Planning, Retail, Operations Management, Performance Management, Sales, Employee Relations, Leadership, Customer Satisfaction, Profit, Team Building, P&L, Forecasting, Inventory Control, Pricing, P&L Management, Cross-functional Team..., Management, Customer Retention
Education
State University of New York College at Fredonia 1974 — 1978
Bachelors, Economics
Big O Tires April 2008 - April 2015
VICORP Restaurants, Inc. 1996 - 2008
Wells Fargo Bank November 1982 - October 1996
HSBC 1978 - 1982
Skills
Inventory Management, Process Improvement, Budgets, Income Statement, Strategic Planning, Retail, Operations Management, Performance Management, Sales, Employee Relations, Leadership, Customer Satisfaction, Profit, Team Building, P&L, Forecasting, Inventory Control, Pricing, P&L Management, Cross-functional Team..., Management, Customer Retention
Education
State University of New York College at Fredonia 1974 — 1978
Bachelors, Economics
Gregory Shot's Wells Fargo Bank Experience 2004 - Present
Job GIS Analyst at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2004 - Present
TomTom 2001 - 2004
US Department of Commrce, US Census Bureau 1997 - 2001
Skills
GIS, Spatial Analysis, Cartography, Access, Analysis, ESRI, Microsoft Office, ArcGIS, PowerPoint, SQL, Databases, Data Management, Data Analysis
Education
State University of New York College at Fredonia 1992 — 1996
Geosciences, GIS
Wells Fargo Bank 2004 - Present
TomTom 2001 - 2004
US Department of Commrce, US Census Bureau 1997 - 2001
Skills
GIS, Spatial Analysis, Cartography, Access, Analysis, ESRI, Microsoft Office, ArcGIS, PowerPoint, SQL, Databases, Data Management, Data Analysis
Education
State University of New York College at Fredonia 1992 — 1996
Geosciences, GIS
Chee-kee Chan's Wells Fargo Bank Experience October 2007 - September 2010
Job VP Core Services at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2007 - September 2010
World Savings Bank, FSB May 1987 - 2007
Education
State University of New York College at Fredonia 1973 — 1977
BS, Computer Science
Wells Fargo Bank October 2007 - September 2010
World Savings Bank, FSB May 1987 - 2007
Education
State University of New York College at Fredonia 1973 — 1977
BS, Computer Science
Elizabeth McArdle Solomon's Wells Fargo Bank Experience January 2001 - November 2009
Job Senior Vice President at Bank of the West
Industry Banking
Experience
Bank of the West November 2012 - Present
Wells Fargo January 2009 - November 2012
Wells Fargo Bank January 2001 - November 2009
Bank of America August 1978 - December 2000
San Francisco Recreation and Park Department 1994 - 1998
Stanford University Athletic Board 1990 - 1994
Skills
Operational Risk, Risk, Banking, Mergers, Process Improvement, Customer Relations, Change Management, Policy, Team Building, Mentoring, Coaching, Risk Management, Treasury Management, Operational Risk..., Enterprise Risk..., Process Engineering, Vendor Management, Program Management, Operations Management, Fraud Prevention, Team Management, Leadership, Financial Services, Financial Risk, Management, Management Consulting, Customer Service, Retail Banking, Governance, Executive Management, Commercial Banking, Electronic Payments, Relationship Management, Small Business Lending, Consumer Lending, Credit, Portfolio Management, Loans, Credit Analysis, Payments, Cash Management
Education
Stanford University
Bachelor of Arts (B.A.), Human Biology
Bank of the West November 2012 - Present
Wells Fargo January 2009 - November 2012
Wells Fargo Bank January 2001 - November 2009
Bank of America August 1978 - December 2000
San Francisco Recreation and Park Department 1994 - 1998
Stanford University Athletic Board 1990 - 1994
Skills
Operational Risk, Risk, Banking, Mergers, Process Improvement, Customer Relations, Change Management, Policy, Team Building, Mentoring, Coaching, Risk Management, Treasury Management, Operational Risk..., Enterprise Risk..., Process Engineering, Vendor Management, Program Management, Operations Management, Fraud Prevention, Team Management, Leadership, Financial Services, Financial Risk, Management, Management Consulting, Customer Service, Retail Banking, Governance, Executive Management, Commercial Banking, Electronic Payments, Relationship Management, Small Business Lending, Consumer Lending, Credit, Portfolio Management, Loans, Credit Analysis, Payments, Cash Management
Education
Stanford University
Bachelor of Arts (B.A.), Human Biology
Paul Benz's Wells Fargo Bank Experience January 2014 - Present
Job Commercial Business Development Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank January 2014 - Present
Wells Fargo Bank January 2010 - December 2013
Wachovia Bank 1998 - 2010
HSBC 1987 - 1998
Skills
Portfolio Management, Underwriting, Commercial Banking, Investments, Sales Operations, Mergers & Acquisitions, Risk Management, Finance, Banking, Management, Leadership, Credit, Budgets, Loans
Education
State University of New York at Buffalo - School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance and Financial Management Services
State University of New York College at Buffalo 1984 — 1988
Bachelor of Applied Science (BASc), Business Administration and Management, General
Wells Fargo Bank January 2014 - Present
Wells Fargo Bank January 2010 - December 2013
Wachovia Bank 1998 - 2010
HSBC 1987 - 1998
Skills
Portfolio Management, Underwriting, Commercial Banking, Investments, Sales Operations, Mergers & Acquisitions, Risk Management, Finance, Banking, Management, Leadership, Credit, Budgets, Loans
Education
State University of New York at Buffalo - School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance and Financial Management Services
State University of New York College at Buffalo 1984 — 1988
Bachelor of Applied Science (BASc), Business Administration and Management, General
Frank LaMonica, CTP's Wells Fargo Bank Experience April 2014 - Present
Job Foreign Exchange Sales Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank April 2014 - Present
Wells Fargo Bank May 2010 - March 2014
Wachovia, A Wells Fargo Company March 2005 - May 2010
Skills
Derivatives, Trading, Foreign Exchange, International Sales, Financial Risk, Banking, Hedging, Risk Management, FX Options, Middle Office, Payments, Fixed Income, Treasury Management, Capital Markets, Portfolio Management, Financial Services
Education
State University of New York College at Oneonta 1995 — 1999
BS, Business Economics
Wells Fargo Bank April 2014 - Present
Wells Fargo Bank May 2010 - March 2014
Wachovia, A Wells Fargo Company March 2005 - May 2010
Skills
Derivatives, Trading, Foreign Exchange, International Sales, Financial Risk, Banking, Hedging, Risk Management, FX Options, Middle Office, Payments, Fixed Income, Treasury Management, Capital Markets, Portfolio Management, Financial Services
Education
State University of New York College at Oneonta 1995 — 1999
BS, Business Economics
Kristopher Lacy's Wells Fargo Bank Experience July 2011 - April 2012
Job Team Leader, Vice President – Global Client Administration at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2013 - Present
BNY Mellon November 2012 - December 2013
Wells Fargo Bank July 2011 - April 2012
Virtus Partners, LLC July 2007 - April 2011
BNY Mellon February 2003 - July 2007
Merrill Lynch April 2000 - August 2001
RWG Construction Management March 1998 - April 2000
Newmark Homes October 1996 - March 1998
Skills
Investment Banking, Fixed Income, Portfolio Management, Finance, Analysis, Financial Reporting, Cash Management, Treasury Management, Financial Services, Private Equity, Trading, Securities, Structured Products, Management, Loans, Investments, Structured Finance, Financial Analysis
Education
Texas A&M University 1994 — 1996
BBA, Finance
Stephen F. Austin State University 1992 — 1994
Associate's degree, Accounting, Finance
BNY Mellon December 2013 - Present
BNY Mellon November 2012 - December 2013
Wells Fargo Bank July 2011 - April 2012
Virtus Partners, LLC July 2007 - April 2011
BNY Mellon February 2003 - July 2007
Merrill Lynch April 2000 - August 2001
RWG Construction Management March 1998 - April 2000
Newmark Homes October 1996 - March 1998
Skills
Investment Banking, Fixed Income, Portfolio Management, Finance, Analysis, Financial Reporting, Cash Management, Treasury Management, Financial Services, Private Equity, Trading, Securities, Structured Products, Management, Loans, Investments, Structured Finance, Financial Analysis
Education
Texas A&M University 1994 — 1996
BBA, Finance
Stephen F. Austin State University 1992 — 1994
Associate's degree, Accounting, Finance
Vincent Cheng NMLSR ID 964649's Wells Fargo Bank Experience September 2008 - August 2012
Job Branch Sales Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage August 2012 - Present
Wells Fargo Bank September 2008 - August 2012
Wells Fargo Home Mortgage April 1998 - October 2007
Skills
Credit, Portfolio Management, CRM, Sales, Mortgage Lending, Banking, Retail Banking, New Business Development, Relationship Management, Credit Analysis, Commercial Banking, Sales Operations, Loans, Underwriting, Credit Risk
Education
State University of New York College at Oneonta 1989 — 1993
BS, Mathematics
Wells Fargo Home Mortgage August 2012 - Present
Wells Fargo Bank September 2008 - August 2012
Wells Fargo Home Mortgage April 1998 - October 2007
Skills
Credit, Portfolio Management, CRM, Sales, Mortgage Lending, Banking, Retail Banking, New Business Development, Relationship Management, Credit Analysis, Commercial Banking, Sales Operations, Loans, Underwriting, Credit Risk
Education
State University of New York College at Oneonta 1989 — 1993
BS, Mathematics
Tiffany Bralley's Wells Fargo Bank Experience April 2010 - January 2011
Job Local Store Marketing Manager for Pluckers Wing Bar
Industry Marketing and Advertising
Experience
PLUCKERS WING BAR February 2012 - Present
Wells Fargo Bank April 2010 - January 2011
Wells Fargo Bank July 2009 - April 2010
Wells Fargo Bank August 2007 - July 2009
AUSTIN'S May 2006 - July 2007
Education
Stephen F. Austin State University 2000 — 2005
Bachelor of Arts (B.A.), Communications
Stephen F. Austin State University 2000 — 2005
Bachelor of Arts, Communication; Journalism/Public Relations
PLUCKERS WING BAR February 2012 - Present
Wells Fargo Bank April 2010 - January 2011
Wells Fargo Bank July 2009 - April 2010
Wells Fargo Bank August 2007 - July 2009
AUSTIN'S May 2006 - July 2007
Education
Stephen F. Austin State University 2000 — 2005
Bachelor of Arts (B.A.), Communications
Stephen F. Austin State University 2000 — 2005
Bachelor of Arts, Communication; Journalism/Public Relations
Doby Fleeman's Wells Fargo Bank Experience 1980 - 1981
Job Building Alliances to Inform, Engage and Empower the Electorate
Industry Public Policy
Experience
Political Crossroads February 2013 - Present
ACE Construction Services, Inc. 2002 - 2012
Engineered Metals Company 1983 - 2000
American Fiber Optics Corporation 1981 - 1983
Wells Fargo Bank 1980 - 1981
Union Bank 1975 - 1979
Skills
Public Policy, Community Outreach, Government, Political Campaigns, Politics, Strategic Communications, Contract Negotiation, Nonprofits, Policy, Community Development, Policy Analysis, Political Science, Economic Development, Qualitative Research, Strategic Planning
Education
Stanford University
AB, Human Biology
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Accounting and Finance
Political Crossroads February 2013 - Present
ACE Construction Services, Inc. 2002 - 2012
Engineered Metals Company 1983 - 2000
American Fiber Optics Corporation 1981 - 1983
Wells Fargo Bank 1980 - 1981
Union Bank 1975 - 1979
Skills
Public Policy, Community Outreach, Government, Political Campaigns, Politics, Strategic Communications, Contract Negotiation, Nonprofits, Policy, Community Development, Policy Analysis, Political Science, Economic Development, Qualitative Research, Strategic Planning
Education
Stanford University
AB, Human Biology
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Accounting and Finance
Bryon St Denny's Wells Fargo Bank Experience 2012 - Present
Job Fraud Analyst at Wachovia bank
Industry Banking
Experience
Wells Fargo bank 2012 - Present
Wachovia bank November 2009 - September 2011
GENERAL ELECTRIC 1998 - 2000
Skills
Mortgage Lending, Banking, Risk Management, Loans, Credit
Education
State University of New York College at Brockport 1983 — 1985
business administration, business
State University of New York College at Brockport 1983 — 1985
Bachelor of Business Administration (B.B.A.), Economics
Wells Fargo bank 2012 - Present
Wachovia bank November 2009 - September 2011
GENERAL ELECTRIC 1998 - 2000
Skills
Mortgage Lending, Banking, Risk Management, Loans, Credit
Education
State University of New York College at Brockport 1983 — 1985
business administration, business
State University of New York College at Brockport 1983 — 1985
Bachelor of Business Administration (B.B.A.), Economics
Richard Borda's Wells Fargo Bank Experience 1957 - 1985
Job Independent Banking Professional
Industry Banking
Experience
National Life Group 1985 - 1990
Wells Fargo Bank 1957 - 1985
Department of Defence October 1970 - June 1973
Education
Stanford University Graduate School of Business 1955 — 1957
MBA, Finance
Stanford University 1949 — 1953
AB, Economics
National Life Group 1985 - 1990
Wells Fargo Bank 1957 - 1985
Department of Defence October 1970 - June 1973
Education
Stanford University Graduate School of Business 1955 — 1957
MBA, Finance
Stanford University 1949 — 1953
AB, Economics
Gregg Solimine's Wells Fargo Bank Experience October 2008 - July 2009
Job Human Resources and Administration Manager at The Women's Foundation of California
Industry Philanthropy
Experience
The Women's Foundation of California March 2015 - Present
The Women's Foundation of California October 2014 - March 2015
The Women's Foundation of California August 2009 - October 2014
Wells Fargo Bank October 2008 - July 2009
OfficeTeam July 2008 - October 2008
Wells Fargo Bank August 2007 - May 2008
Riverside Publishing August 2006 - July 2007
University of the Pacific, School of Dentistry February 2005 - August 2006
University of the Pacific, School of Dentistry May 2004 - February 2005
Skills
Event Management, Administrative..., Training, Marketing, Recruiting, Budgets, Meeting Planning, PowerPoint, Project Management, Team Building, Policy, Customer Service
Education
State University of New York College at Geneseo 1994 — 1998
BA, Psychology
The Women's Foundation of California March 2015 - Present
The Women's Foundation of California October 2014 - March 2015
The Women's Foundation of California August 2009 - October 2014
Wells Fargo Bank October 2008 - July 2009
OfficeTeam July 2008 - October 2008
Wells Fargo Bank August 2007 - May 2008
Riverside Publishing August 2006 - July 2007
University of the Pacific, School of Dentistry February 2005 - August 2006
University of the Pacific, School of Dentistry May 2004 - February 2005
Skills
Event Management, Administrative..., Training, Marketing, Recruiting, Budgets, Meeting Planning, PowerPoint, Project Management, Team Building, Policy, Customer Service
Education
State University of New York College at Geneseo 1994 — 1998
BA, Psychology
Peter Koback's Wells Fargo Bank Experience July 2010 - Present
Job Vice President, Community Lending and Investment, Wells Fargo Bank, N.A.
Industry Real Estate
Experience
Wells Fargo Bank July 2010 - Present
Pillsbury Winthrop Shaw Pittman 1994 - 2010
Choate, Hall & Stewart 1992 - 1994
Education
Stanford University Law School 1990 — 1993
JD
University of Massachusetts, Amherst 1986 — 1990
BA, Economics
Wells Fargo Bank July 2010 - Present
Pillsbury Winthrop Shaw Pittman 1994 - 2010
Choate, Hall & Stewart 1992 - 1994
Education
Stanford University Law School 1990 — 1993
JD
University of Massachusetts, Amherst 1986 — 1990
BA, Economics
Susan P. Johnson's Wells Fargo Bank Experience September 2010 - Present
Job Operational Risk Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank September 2010 - Present
Wells Fargo Bank February 2010 - September 2010
Wachovia Mortgage Corporation October 2001 - December 2009
Wachovia Mortgage Corporation October 1997 - October 2001
Skills
Risk Management, Financial Risk, Integration, Management, Project Management, Banking, Credit, Change Management, Loan Origination, Leadership
Education
Stephen F. Austin State University 1982 — 1983
Child Development
Wells Fargo Bank September 2010 - Present
Wells Fargo Bank February 2010 - September 2010
Wachovia Mortgage Corporation October 2001 - December 2009
Wachovia Mortgage Corporation October 1997 - October 2001
Skills
Risk Management, Financial Risk, Integration, Management, Project Management, Banking, Credit, Change Management, Loan Origination, Leadership
Education
Stephen F. Austin State University 1982 — 1983
Child Development
Martha Clark's Wells Fargo Bank Experience 1987 - 1992
Job Board Member & Consultant
Industry Management Consulting
Experience
Project Redwood 2012 - Present
American Diabetes Association 2012 - Present
Stanford Women on Boards 2011 - Present
AXA Rosenberg 2001 - 2011
LookSmart 1999 - 2001
Sumitomo Bank of California 1997 - 1998
John Parry & Alexander (HR Consulting) 1995 - 1997
Fritz Companies 1993 - 1995
Wells Fargo Bank 1987 - 1992
Morgan Stanley 1984 - 1985
Skills
P&L Responsibility, Global Management, Leadership Development, Talent Management, Financial Management, Risk Management, M&A experience, Strategy, P&L Management, Executive Management, Program Management, Managerial Finance, Business Strategy, Finance, Human Resources, Strategic Planning, Project Management, Leadership, Employee Benefits
Education
Stanford University Graduate School of Business 1978 — 1980
MBA
Wellesley College 1971 — 1975
BA, Economics
Project Redwood 2012 - Present
American Diabetes Association 2012 - Present
Stanford Women on Boards 2011 - Present
AXA Rosenberg 2001 - 2011
LookSmart 1999 - 2001
Sumitomo Bank of California 1997 - 1998
John Parry & Alexander (HR Consulting) 1995 - 1997
Fritz Companies 1993 - 1995
Wells Fargo Bank 1987 - 1992
Morgan Stanley 1984 - 1985
Skills
P&L Responsibility, Global Management, Leadership Development, Talent Management, Financial Management, Risk Management, M&A experience, Strategy, P&L Management, Executive Management, Program Management, Managerial Finance, Business Strategy, Finance, Human Resources, Strategic Planning, Project Management, Leadership, Employee Benefits
Education
Stanford University Graduate School of Business 1978 — 1980
MBA
Wellesley College 1971 — 1975
BA, Economics
Sergio Del Puerto's Wells Fargo Bank Experience 2001 - 2002
Job
Industry Financial Services
Experience
Bank of the West March 2015 - Present
EFG Capital International Corp. October 2010 - January 2015
Standard Chartered Bank June 2007 - October 2010
Banco de Chile 2006 - 2007
Wachovia International 2005 - 2006
First Collateral Services October 2004 - May 2005
Wells Fargo Bank 2001 - 2002
Skills
Banking, Private Banking, Risk Management, Financial Risk, Credit, OFAC, Bank Secrecy Act, USA PATRIOT Act, AML, Capital Markets, KYC, Investment Banking, Operational Risk, Financial Analysis, Securities, Financial Institutions, Due Diligence, Wealth Management, FINRA, Commercial Banking
Education
University of Miami 2005 — 2007
M.A., International Administration
Stony Brook University 2002 — 2004
B.A., Political Science
Bank of the West March 2015 - Present
EFG Capital International Corp. October 2010 - January 2015
Standard Chartered Bank June 2007 - October 2010
Banco de Chile 2006 - 2007
Wachovia International 2005 - 2006
First Collateral Services October 2004 - May 2005
Wells Fargo Bank 2001 - 2002
Skills
Banking, Private Banking, Risk Management, Financial Risk, Credit, OFAC, Bank Secrecy Act, USA PATRIOT Act, AML, Capital Markets, KYC, Investment Banking, Operational Risk, Financial Analysis, Securities, Financial Institutions, Due Diligence, Wealth Management, FINRA, Commercial Banking
Education
University of Miami 2005 — 2007
M.A., International Administration
Stony Brook University 2002 — 2004
B.A., Political Science
Michelle Tracey-Quintero's Wells Fargo Bank Experience July 2009 - July 2015
Job Mortgage Operations Supervisor at SunTrust
Industry Financial Services
Experience
SunTrust July 2015 - Present
Wells Fargo Bank July 2009 - July 2015
First Horizon Home Loans August 2001 - November 2006
Skills
Mortgage Banking, Mortgage Lending, FHA, Refinance, Loans, Loan Origination, Credit, FHA financing, Residential Mortgages, USDA, VA loans, Government Loans, Credit Analysis, Underwriting, Construction Loans, First Time Home Buyers, Mortgage Underwriting, VA Loans, Banking
Education
Strayer University (VA)
BS, Business Management
Strayer University (VA)
Bachelor of Business Administration (BBA)
SunTrust July 2015 - Present
Wells Fargo Bank July 2009 - July 2015
First Horizon Home Loans August 2001 - November 2006
Skills
Mortgage Banking, Mortgage Lending, FHA, Refinance, Loans, Loan Origination, Credit, FHA financing, Residential Mortgages, USDA, VA loans, Government Loans, Credit Analysis, Underwriting, Construction Loans, First Time Home Buyers, Mortgage Underwriting, VA Loans, Banking
Education
Strayer University (VA)
BS, Business Management
Strayer University (VA)
Bachelor of Business Administration (BBA)
Jim Mahon's Wells Fargo Bank Experience September 1996 - January 1998
Job Sr. Manager, WFM at eBay
Industry Consumer Services
Experience
eBay October 2010 - Present
Sykes Enterprises, Inc August 2007 - November 2010
Dell Financial Services, Inc July 2006 - June 2007
Intuit, Inc January 2001 - January 2006
Bank of America January 1998 - January 2001
Wells Fargo Bank September 1996 - January 1998
Household International September 1990 - August 1996
Education
Strome College of Business 1987 — 1990
BA, Economics
eBay October 2010 - Present
Sykes Enterprises, Inc August 2007 - November 2010
Dell Financial Services, Inc July 2006 - June 2007
Intuit, Inc January 2001 - January 2006
Bank of America January 1998 - January 2001
Wells Fargo Bank September 1996 - January 1998
Household International September 1990 - August 1996
Education
Strome College of Business 1987 — 1990
BA, Economics
Nick Cen's Wells Fargo Bank Experience June 2011 - Present
Job AVP at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Bank June 2011 - Present
Wells Fargo Securities 2014 - 2015
Wells Fargo Securities 2014 - 2015
Wells Fargo Securities 2014 - 2015
AppCrown December 2009 - April 2011
AppCrown March 2009 - November 2009
Citi November 2007 - September 2009
Education
Stony Brook University 2001 — 2005
B.S, Information System
Wells Fargo Bank June 2011 - Present
Wells Fargo Securities 2014 - 2015
Wells Fargo Securities 2014 - 2015
Wells Fargo Securities 2014 - 2015
AppCrown December 2009 - April 2011
AppCrown March 2009 - November 2009
Citi November 2007 - September 2009
Education
Stony Brook University 2001 — 2005
B.S, Information System
Ron Westbrook's Wells Fargo Bank Experience January 1997 - Present
Job Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 1997 - Present
Bank of the Hills August 1980 - January 1991
Bank of the Hills August 1980 - January 1991
Education
Stephen F. Austin State University 1971 — 1975
BBA, Finance
Wells Fargo Bank January 1997 - Present
Bank of the Hills August 1980 - January 1991
Bank of the Hills August 1980 - January 1991
Education
Stephen F. Austin State University 1971 — 1975
BBA, Finance
William Jahnke's Wells Fargo Bank Experience June 1969 - April 1983
Job Founder and Partner Berkeley GeoImaging
Industry Oil & Energy
Experience
Murray Street Vineyards March 2001 - Present
Berkeley Geo-Imagin February 2001 - Present
Vestek Systems June 1983 - June 1993
Wells Fargo Bank June 1969 - April 1983
Education
Stanford University
AB Degree, Economics
Universitry of California
MBA, Finance
Murray Street Vineyards March 2001 - Present
Berkeley Geo-Imagin February 2001 - Present
Vestek Systems June 1983 - June 1993
Wells Fargo Bank June 1969 - April 1983
Education
Stanford University
AB Degree, Economics
Universitry of California
MBA, Finance
Edward Sanborn's Wells Fargo Bank Experience February 2011 - Present
Job Systems QA Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank February 2011 - Present
Wells Fargo Bank June 2008 - February 2011
Wells Fargo Bank August 2004 - June 2008
Wells Fargo Bank August 2002 - August 2004
Wells Fargo Bank August 2001 - August 2002
Compuware July 1996 - March 2001
Computer Horizons October 1995 - June 1996
WellCare July 1992 - October 1995
Computer Horizons April 1991 - March 1992
Lincoln Savings Bank October 1990 - April 1991
Skills
Quality Assurance, CSTE, Software Testing Life..., Software Testing, Testing, Databases, SQL, Oracle, Microsoft SQL Server, DB2, Visual Basic, COBOL, Software Development, Data Warehousing, Systems Analysis, JCL, Mainframe, Access
Education
State University of New York at New Paltz 1987 — 1990
BS Computer Science, Computer Science, Math
Wells Fargo Bank February 2011 - Present
Wells Fargo Bank June 2008 - February 2011
Wells Fargo Bank August 2004 - June 2008
Wells Fargo Bank August 2002 - August 2004
Wells Fargo Bank August 2001 - August 2002
Compuware July 1996 - March 2001
Computer Horizons October 1995 - June 1996
WellCare July 1992 - October 1995
Computer Horizons April 1991 - March 1992
Lincoln Savings Bank October 1990 - April 1991
Skills
Quality Assurance, CSTE, Software Testing Life..., Software Testing, Testing, Databases, SQL, Oracle, Microsoft SQL Server, DB2, Visual Basic, COBOL, Software Development, Data Warehousing, Systems Analysis, JCL, Mainframe, Access
Education
State University of New York at New Paltz 1987 — 1990
BS Computer Science, Computer Science, Math
Keith Burghardt's Wells Fargo Bank Experience April 2006 - June 2008
Job EVP, Chief Administrative Officer
Industry Financial Services
Experience
Community Bank June 2008 - Present
Wells Fargo Bank April 2006 - June 2008
Bank of the West July 1999 - April 2006
Skills
Public Relations, Marketing, Banking, Product Management, Management
Education
University of Washington 2004 — 2006
Banking, Pacific Coast Banking School
SUNY Oneonta 1994 — 1998
hastings-on-hudson
Community Bank June 2008 - Present
Wells Fargo Bank April 2006 - June 2008
Bank of the West July 1999 - April 2006
Skills
Public Relations, Marketing, Banking, Product Management, Management
Education
University of Washington 2004 — 2006
Banking, Pacific Coast Banking School
SUNY Oneonta 1994 — 1998
hastings-on-hudson
Lauren Travis's Wells Fargo Bank Experience May 2007 - March 2010
Job Enterprise Talent Development Strategy
Industry Human Resources
Experience
Wells Fargo March 2010 - December 2013
Wells Fargo Bank May 2007 - March 2010
InsideTrack 2005 - 2007
Skills
Coaching, Professional..., Talent Management, Innovation, Program Management, Human Resources
Education
University of San Francisco - School of Management
MBA
Stanford University
BA
Wells Fargo March 2010 - December 2013
Wells Fargo Bank May 2007 - March 2010
InsideTrack 2005 - 2007
Skills
Coaching, Professional..., Talent Management, Innovation, Program Management, Human Resources
Education
University of San Francisco - School of Management
MBA
Stanford University
BA
Arthur Flohr's Wells Fargo Bank Experience October 2000 - Present
Job Sr. Collateral Asset Based Examiner/Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2000 - Present
Skills
Loans, Banking, Loan Origination, Credit Analysis, Commercial Banking, Small Business Lending, Credit, Lines Of Credit, Commercial Lending, Credit Risk, Asset Based Lending, Portfolio Management, Underwriting, Consumer Lending
Education
Suffolk University
BSBA, Business Management
Wells Fargo Bank October 2000 - Present
Skills
Loans, Banking, Loan Origination, Credit Analysis, Commercial Banking, Small Business Lending, Credit, Lines Of Credit, Commercial Lending, Credit Risk, Asset Based Lending, Portfolio Management, Underwriting, Consumer Lending
Education
Suffolk University
BSBA, Business Management
Lance Galperin's Wells Fargo Bank Experience December 1975 - April 1996
Job Payroll Accountant at Houston ISD
Industry Education Management
Experience
Houston ISD April 2001 - Present
Wells Fargo Bank December 1975 - April 1996
Education
Stephen F. Austin State University 1967 — 1969
BBA, Accounting
University of Houston 1965 — 1967
Houston ISD April 2001 - Present
Wells Fargo Bank December 1975 - April 1996
Education
Stephen F. Austin State University 1967 — 1969
BBA, Accounting
University of Houston 1965 — 1967
Thomas DeCaprio's Wells Fargo Bank Experience March 2011 - Present
Job V.P. Affluent Segment Leader for Southern NJ at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank March 2011 - Present
Wells Fargo Bank August 2009 - March 2011
Wachovia Bank/Wells Fargo Bank September 2002 - August 2009
First Union Bank/Wachovia Bank June 1999 - October 2002
Prudential Financial September 1995 - June 1999
Skills
Commercial Banking, Finance, Mortgage Lending, Sales, Loans, Commercial Lending, Banking, Portfolio Management, Loan Origination, Investments, Cash Management, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Management, Customer Service, Financial Advisory, Underwriting, Mortgage Banking, Insurance, Fixed Income, Lines Of Credit, Credit Risk, Equities, Financial Risk, Wealth Management, Relationship Management, Leadership
Education
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Arts (B.A.), Business - Finance
College of Financial Planning
Certified Financial Planner
Wells Fargo Bank March 2011 - Present
Wells Fargo Bank August 2009 - March 2011
Wachovia Bank/Wells Fargo Bank September 2002 - August 2009
First Union Bank/Wachovia Bank June 1999 - October 2002
Prudential Financial September 1995 - June 1999
Skills
Commercial Banking, Finance, Mortgage Lending, Sales, Loans, Commercial Lending, Banking, Portfolio Management, Loan Origination, Investments, Cash Management, Series 63, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Management, Customer Service, Financial Advisory, Underwriting, Mortgage Banking, Insurance, Fixed Income, Lines Of Credit, Credit Risk, Equities, Financial Risk, Wealth Management, Relationship Management, Leadership
Education
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Arts (B.A.), Business - Finance
College of Financial Planning
Certified Financial Planner
Cheryl Ifill's Wells Fargo Bank Experience January 2013 - Present
Job Assistant Vice President, Commercial Banking Credit Analyst at Wells Fargo Company
Industry Banking
Experience
Wells Fargo Bank January 2013 - Present
Wells Fargo September 2010 - January 2013
Wachovia 2006 - 2009
BB&T 2001 - 2006
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Underwriting, Portfolio Management, Small Business Lending, Lines Of Credit, Commercial Banking, Process Improvement, Nonprofits, Team Building
Education
Strayer University
Master of Business Administration (M.B.A.), Human Resources Management and Services
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.), Financial Management
Wells Fargo Bank January 2013 - Present
Wells Fargo September 2010 - January 2013
Wachovia 2006 - 2009
BB&T 2001 - 2006
Skills
Credit, Credit Analysis, Loans, Commercial Lending, Underwriting, Portfolio Management, Small Business Lending, Lines Of Credit, Commercial Banking, Process Improvement, Nonprofits, Team Building
Education
Strayer University
Master of Business Administration (M.B.A.), Human Resources Management and Services
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.), Financial Management
Scott VanHee's Wells Fargo Bank Experience February 2010 - July 2014
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Wells Fargo Bank February 2010 - July 2014
Deutsche Bank December 2006 - January 2010
Bank of America May 1993 - December 2006
Education
Stetson University
BA, Accounting
Bank of America July 2014 - Present
Wells Fargo Bank February 2010 - July 2014
Deutsche Bank December 2006 - January 2010
Bank of America May 1993 - December 2006
Education
Stetson University
BA, Accounting
Lensworth Hayles's Wells Fargo Bank Experience April 2003 - Present
Job Work DirectorII at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2003 - Present
Skills
Loan Servicing, Banking, Credit Analysis, Loan Origination, Loans, Credit, Customer Service, Financial Analysis, Consumer Lending, Deposits
Education
Strayer University-Florida 2007 — 2009
Bachelor of Sciences Degree in Business Administration, Banking, Corporate, Finance, and Securities Law, GPA 3.85
Valencia Community College 1993 — 1995
A.S. Degree - Financial Services, Banking and Financial Support Services
Wells Fargo Bank April 2003 - Present
Skills
Loan Servicing, Banking, Credit Analysis, Loan Origination, Loans, Credit, Customer Service, Financial Analysis, Consumer Lending, Deposits
Education
Strayer University-Florida 2007 — 2009
Bachelor of Sciences Degree in Business Administration, Banking, Corporate, Finance, and Securities Law, GPA 3.85
Valencia Community College 1993 — 1995
A.S. Degree - Financial Services, Banking and Financial Support Services
Daunn Douglas's Wells Fargo Bank Experience January 2009 - June 2013
Job Licensed Personal Banker
Industry Retail
Experience
Wells Fargo Bank January 2009 - June 2013
Capital One Bank January 2006 - January 2009
Education
Suffolk County Community College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
St Catherine High School 1998 — 2003
High School Diploma
Wells Fargo Bank January 2009 - June 2013
Capital One Bank January 2006 - January 2009
Education
Suffolk County Community College 2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
St Catherine High School 1998 — 2003
High School Diploma
Lakisha Brunson's Wells Fargo Bank Experience
Job
Industry
Experience
Wells Fargo Bank
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Strayer University 2011 — 2015
Master’s Degree, Public Administration, 3.5
Strayer University 1991 — 1999
Bachelor’s Degree, Legal Studies, General
Wells Fargo Bank
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Strayer University 2011 — 2015
Master’s Degree, Public Administration, 3.5
Strayer University 1991 — 1999
Bachelor’s Degree, Legal Studies, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank