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
Valley Queen Cheese Factory, Inc. April 2007 - Present
Wells Fargo Bank April 2006 - April 2007
Wells Fargo Bank September 2004 - April 2006
Wells Fargo Bank March 2002 - September 2004
Wells Fargo Bank March 2001 - March 2002
Wells Fargo Bank November 1998 - March 2001
Wells Fargo Bank May 1997 - November 1998
Wells Fargo Bank November 1996 - May 1997
Skills
Corporate Finance, Non-profit Volunteer, Human Resources, IT Management, Organizational..., Marketing, Risk Management, Banking, SAP, Food, Strategic Planning, Forecasting, Managerial Finance, Mergers & Acquisitions, Finance, Team Building, Public Speaking
Education
Leadership South Dakota 2014 — 2015
The University of North Dakota 1992 — 1996
BS, Business Administration & Marketing
RepublicBankAz,N.A. December 2014 - September 2015
Direct Connect LLC August 2013 - December 2014
Wells Fargo November 2012 - August 2013
Wells Fargo Bank February 2012 - November 2012
Wells Fargo April 2010 - February 2012
Wells Fargo September 2009 - April 2010
Wells Fargo June 2007 - September 2009
Costco Wholesale May 2003 - February 2007
Skills
Business Networking, Financial Advice, Business Consulting, Customer Service, Strategic Planning, Small Business, Mentoring, Coaching, Building Relationships, Growing Businesses, New Business Development, Sales, Retail, Business Planning, Program Management, Financial Advisory, Market Research, Operations Management, Leadership, Management, Sales Management, Credit, Management Consulting, Finance, Leadership Development, Marketing, Loans, Commercial Banking, Financial Services, Business Development, Risk Management, Banking, Training
Education
The University of New Mexico 2002 — 2007
Bachelor of Business Management, Dual Major in Marketing & Entrepreneurial Studies
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2007
Bachelor of Business, Double Major: Marketing & Entrepreneurial Studies
Mountain West Bank May 2012 - Present
Wells Fargo Bank May 2011 - May 2012
Wells Fargo Financial January 2010 - May 2011
Skills
Commercial Banking, Credit, Credit Analysis, Loans, Commercial Lending, Credit Risk, Consumer Lending, Loan Origination, Commercial Mortgages, Small Business Lending
Education
The University of Montana - School of Business Administration 2006 — 2010
Bachelor of Science (B.S.), Finance
T.I.G.O. Trading December 2011 - Present
Boston's Restaurant & Sports Bar May 2011 - May 2012
Pei Wei Asian Diner June 2006 - May 2011
Wells Fargo Bank 2009 - 2010
Skills
Customer Service, Sales, Inventory Management, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Restaurants, Restaurant Management, Social Networking, Training, Employee Training, Market Research, Marketing Strategy, Accounting, Retail
Education
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2012
BBA, Marketing
Wells Fargo Bank June 1999 - Present
BBVA Compass June 1994 - June 1999
Skills
Loans, Real Estate, Portfolio Management, Mortgage Lending, Credit Analysis, Investment Properties, Real Estate Financing, Disposition, Location Intelligence, Residential Homes, Due Diligence, Property Management, Appraisals, Valuation, Corporate Real Estate, Credit, Construction Loans, Asset Managment, Real Estate Economics, Real Estate Transactions, Investments, Underwriting, Commercial Lending, Commercial Real Estate, Commercial Mortgages, Loan Origination, Commercial Banking, Real Estate Development, Banking, Small Business Lending, Brokerage, Investors, Leases, Mortgage Banking, FHA, Mergers & Acquisitions, Refinance, SBA, Property, Structured Finance, Asset Based Lending, Financial Structuring, Lines Of Credit, Loan Modifications, Funding, Finance, Consumer Lending, Commercial Real Estate..., CMBS, Asset Management
Education
The University of Georgia 1989 — 1993
BBA, Real Estate
The University of Georgia
Bachelor of Business Administration (B.B.A.), Real Estate
Future US May 2005 - May 2014
Unified Design Labs, LLC May 2002 - October 2005
Squeak Design February 1999 - February 2002
Red Industries, LLC January 2001 - January 2002
Wells Fargo Bank September 1992 - March 1998
San Francisco Bay Guardian August 1990 - August 1992
Miller Freeman July 1988 - July 1990
Skills
Magazines, Art Direction, Editorial, Typography, Press Checks, Creative Direction, Mac, Magazine Design, Publishing, Illustrator, Graphics, InDesign, Advertising, Photoshop, Graphic Design
Education
Art Institute of Denver
Associates Degree, Graphic Design
The University of Kansas
Bachelor's degree, Design and Applied Arts
Pacific Continental Bank October 2013 - Present
Pacific Continental Bank December 2012 - October 2013
CU Business Group June 2012 - December 2012
Montana First Credit Union January 2010 - June 2012
Wells Fargo Bank February 2008 - January 2010
ASUM May 2008 - May 2009
Zumiez October 2005 - June 2008
Skills
Strategic Planning, Credit, Loans, Investments, Policy, Financial Analysis, Customer Service, Team Building, Sales, Event Planning, Marketing, Banking, Accounting, Budgets, Microsoft Excel, Management, Leadership, Finance
Education
University of Oregon 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Montana - School of Business Administration 2005 — 2009
BS Business Administration, Finance
Leadership Montana 2009 — 2010
Certificate of Leadership Studies, State Leadership and Trusteeship
Wells Fargo Bank June 2010 - Present
Wells Fargo Home Mortgage June 2005 - June 2010
Witan Capital Investment Management & Consulting January 1999 - August 2004
GMAC-RFC April 1996 - January 1999
Piper Capital Management August 1988 - October 1995
Office of the Comptroller of the Currency January 1982 - August 1988
Skills
Portfolio Management, Capital Markets, Financial Risk, Credit, Risk Management, Treasury, Business Strategy, Team Building, Credit Analysis, Fixed Income, Loans, Asset Managment, Valuation, Investment Banking
Education
The University of North Dakota 1976 — 1981
BS, Finance
Community & Southern Bank January 2014 - Present
First Citizens Bank November 2011 - January 2014
Wells Fargo Bank February 2009 - January 2012
RBC Bank January 2008 - February 2009
Wachovia Bank January 2003 - December 2007
SunTrust Bank August 2000 - December 2002
Skills
Business Banking, Merchant Services, Treasury Management, Commercial Banking, Financial Analysis, Credit Cards, Consumer Lending, Business Development, Sales, Mortgage Lending, Credit, Relationship Management, Cross Selling, Loans, Commercial Lending, Loan Origination, Cold Calling, Branch Banking, Home Equity Loans, Commercial Mortgages, Deposits, Leadership, Finance, Insurance, Lines Of Credit, Banking, Small Business Lending, Sales Management, Small Business, Customer Service, Retail Banking, Credit Analysis, Mortgage Banking, SBA, Management
Education
The University of Georgia 1995 — 1999
BA, Speech Communications
Reinhardt University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
Wells Fargo April 2013 - April 2014
Wells Fargo Bank January 2009 - April 2013
Wells Fargo Bank January 2010 - August 2010
Chrysler Financial Services March 2009 - July 2009
Chrysler Financial August 2008 - March 2009
Chrysler Financial August 2007 - August 2008
Chrysler Financial July 2006 - August 2007
Chrysler Financial August 2005 - July 2006
Chrysler Financial November 2002 - August 2005
Skills
Credit, Finance, Sales, Portfolio Management, Inventory Management, Financial Risk, Customer Service, Credit Analysis, Leadership, Management, Consumer Lending, Credit Risk, Relationship Management, Financial Analysis, Training, Analysis
Education
University of Kansas 1997 — 2002
Economics, Economics, Finance, Business
Mooresville senior high
Mooresville senior high
Grand Targhee Resort November 2013 - Present
Frontier Landscape & Maintenance July 2012 - Present
Trail Creek Nursery Inc March 2012 - July 2012
Wells Fargo Bank September 2011 - March 2012
Oasis Ornamentals June 2011 - August 2011
Blackstock Vineyard and Winery May 2010 - August 2010
Skills
Community Banking, Sales, Time Management, Social Networking, Marketing, Leading, Patient, Imagination, Teller Operations, Personal Banking, Integrity, Helping Clients Succeed, Cold Calling, Facebook, Market Research, PowerPoint, Event Planning, Public Relations, Social Media Marketing, Social Media, Public Speaking, Hydrology, Soil Science, Soil Fertility, Landscape Maintenance, Post Production
Education
The University of Georgia 2008 — 2011
BSA, Agriculture and Horticulture
Gainesvilee State College 2006 — 2008
Southside Bank December 2014 - Present
Community Bank (now NorthStar Bank of Texas) September 2013 - December 2014
First Financial Bank June 2012 - August 2013
BBVA Compass May 2006 - June 2012
Wells Fargo Bank 1996 - 2006
Skills
Retail Banking, Loans, Small Business Lending, Commercial Banking, Underwriting, Mortgage Lending, Real Estate, Commercial Lending, Treasury Management, Credit Risk, Risk Management, Mortgage Banking, Credit, Finance, SBA, Lines Of Credit, Customer Service, Strategic Planning, Merchant Services, Commercial Mortgages, Cash Management, Investment Banking, Branch Management, Asset Based Lending, Loan Origination, Small Business, Financial Services, Management, Refinance, Mergers & Acquisitions, Wealth Management, Cross Selling, Executive Management, Analysis, Due Diligence, Investments, Construction Loans, Retirement Planning, Strategic Financial..., Insurance, Team Building, FHA, Commercial Real Estate, Financial Institutions, Banking, Portfolio Management, Credit Analysis, Financial Analysis, Leadership, Business Development
Education
The University of Texas at Austin 1983 — 1987
BBA, International Business
The University of Dallas 1999 — 2002
MBA, Corporate Finance
Nijenrode, The Netherlands School of Business 1986 — 1986
N/A, International Business
TricorBraun January 2014 - Present
McCue Corporation January 2013 - January 2014
W.W. Grainger February 2011 - January 2013
Rehrig Pacific Company October 2008 - March 2011
DHL April 2008 - October 2008
DHL Express February 2005 - April 2008
Hilti December 2003 - February 2005
Wells Fargo Bank January 2000 - December 2003
Skills
New Business Development, Account Management, Sales Management, Business Development, Strategic Planning, Product Development, Leadership, Selling, Project Management, Strategy, Supply Chain Management, Management, Public Speaking, Finanical Analysis, SPIN Sales Training, Travel Sales, Consultative Selling, Marketing, Sales, Pricing, Financial Analysis
Education
The University of Dallas 2006 — 2008
MBA, Global Business
University of Houston, C.T. Bauer College of Business 2001 — 2003
BBA, Marketing
Smith Barney January 2000 - May 2009
Wells Fargo Bank April 1994 - January 2000
Skills
Investment Management, Portfolio Management, Personal Financial..., Retirement Plan...
Education
The University of New Mexico 1992 — 1993
Bachelor of Science (BS), Economics
University of Maine 1989 — 1992
Wells Fargo Bank June 2012 - Present
Wells Fargo Bank October 2011 - June 2012
Wells Fargo Bank November 2006 - October 2011
Wells Fargo Bank December 2002 - November 2006
First National Bank in Albuquerque 1983 - 1993
Skills
Banking, Credit, Portfolio Management, Underwriting, Small Business Lending, Team Building, Commercial Banking, Commercial Lending, Credit Risk, Credit Analysis, Loans, Cross Selling, Strategic Planning, Change Management, Performance Management, Risk Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1997 — 1999
MBA, Management and Technology
The University of Texas at Arlington 1971 — 1975
BA, History
DCS Defense - The Law Office Of Damian Siwek May 2010 - Present
Wells Fargo Bank August 2008 - March 2010
The Hodjat Law Group January 2008 - July 2008
The Law Offices of Jay Chavkin March 2006 - January 2008
The Motion Picture Association of America January 2005 - May 2005
Skills
Legal Writing, Legal Research, Criminal Law, Trials, Civil Litigation, Legal Issues, Hearings, Licensing, Fraud, Immigration Law, Criminal Defense, Trademarks
Education
University of Kansas School of Law 2001 — 2004
Juris Doctor, Intellectual Property
UNH School of Law 2004 — 2005
LL.M, Intellectual Property, Commerce & Technology
The University of Kansas 1997 — 2001
BS, Political Science, English, & Creative Writing
Wells Fargo Bank May 2008 - Present
Norton Baseball Association September 2008 - September 2013
FirstMerit Bank 2003 - 2008
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Credit, Lines Of Credit, Loans, Credit Risk, Analysis, Small Business Lending, Underwriting, Banking, Financial Analysis
Education
The University of Akron 1997 — 2001
Finance, Corporate Finance, Personal Financial Services
The University of Nebraska 1992 — 1994
Wells Fargo Bank June 2003 - Present
Skills
Commercial Lending, Loans, Small Business Lending, Commercial Banking, Credit, Credit Analysis, Retail Banking
Education
The University of New Mexico - Robert O. Anderson School of Management 2004 — 2007
Master of Business Administration (M.B.A.), Accounting
The University of New Mexico - Robert O. Anderson School of Management 1999 — 2003
Bachelor's Degree, Finance
M&E Engineering January 2015 - Present
JG Management January 2014 - December 2014
Creative Content LLC December 2011 - December 2013
CASAA August 2011 - January 2013
Wells Fargo Bank June 2009 - August 2010
Skills
Research, Recruiting, Editing, Writing, Copy Editing, Microsoft Office, Microsoft Word, PowerPoint, Technical Writing, Customer Service, Proofreading
Education
The University of New Mexico 2005 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
The University of New Mexico 2010 — 2012
B.S., Psychology
Lincoln Financial Group July 2013 - Present
Wells Fargo Bank September 2011 - July 2013
Open Arms October 2010 - May 2011
University of Findlay January 2009 - May 2010
Bath & Body Works October 2007 - December 2009
Skills
Non-profits, Microsoft Office, Public Speaking, Fundraising, Event Planning, Social Media, Strategic Planning, Microsoft Excel, Research, Public Relations, PowerPoint, Event Management, Customer Service, Microsoft Word, Project Management, Sales, Management, Banking, Teamwork, Time Management, Financial Services
Education
University of Northwestern Ohio 2013 — 2016
Bachelor's degree, Accounting
University of Findlay 2007 — 2011
Bachelor of Liberal Arts, Criminal Justice Administration
Wells Fargo May 2015 - Present
Wells Fargo December 2011 - May 2015
Wells Fargo December 2009 - December 2011
Wells Fargo December 2007 - December 2009
Wells Fargo Bank September 2007 - December 2007
Ameriprise Financial March 2006 - August 2007
UnitedHealthcare March 2000 - March 2006
Miller Meester Advertising March 1997 - March 2000
Thomson West October 1992 - March 1997
Skills
Internal Communications, Staff Management, Direct Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Strategic Planning, Corporate Communications, Customer Acquisition, Thought Leadership, Financial Services, Cross-functional Team..., Segmentation, Analytics, Interactive Marketing, Relationship Management, Email Marketing, Marketing, Strategic Communications, Loyalty Marketing, Program Management
Education
University of Kansas 1988 — 1992
B.S.
Wells Fargo March 2002 - February 2011
Wells Fargo Bank March 2002 - March 2010
State National Bank February 1997 - February 2001
United Title Company March 1996 - March 1997
First National Bank of Belen/Norwest Bank March 1980 - March 1997
Skills
Credit, Consumer Lending, Loans, Lines Of Credit, Commercial Lending, Banking, Cross Selling, Credit Analysis, Deposits, Retail Banking, Customer Service, Branch Management, Refinance, Funding, Management, Training
Education
American Institute of Banking
General Banking Dipolma, Banking and Financial Support Services
American Institute of Banking
General Banking Diploma
Robert O. Anderson’s Western States School of Banking
The University of New Mexico
Business Administration and Management, General
The University of New Mexico
Business Technology
The University of New Mexico - Robert O. Anderson School of Management
Finance and Management
New Mexico Bank & Trust January 2010 - Present
Wells Fargo Bank January 2006 - January 2010
TransUnion Credit Bureau January 2000 - December 2005
Norwest Mortgage 1997 - 1997
KIRTLAND FCU 1993 - 1997
Skills
Commercial Lending, Banking, Commercial Banking, Loan Origination, Loans, Credit, Small Business Lending, Mortgage Lending, Credit Analysis, Lines Of Credit, Refinance, Commercial Mortgages, FHA, Mortgage Banking, Construction Loans, Customer Service
Education
Manzano High School
The University of New Mexico
Regions Bank November 2011 - July 2015
Wells Fargo Bank August 2010 - May 2012
Wells Fargo Bank August 2010 - December 2010
University of Georgia Food Services July 2008 - May 2009
Skills
Term Life Insurance, Permanent Life Insurance, Fixed Annuities, Indexed Annuities, Consumer Lending, Customer Service, Customer Acquisition, Retail Banking, Branch Banking, Team Leadership, Cross-functional Team..., Management, Leadership, Sales, Microsoft Office, Social Media, Banking, Financial Services, Cold Calling, Coaching, Relationship Management, Public Speaking, PowerPoint, Research, Insurance, Mortgage Lending
Education
Regions Bank Branch Leadership Academy 2014 — 2015
Branch Management and Leadership
The University of Georgia 2004 — 2009
Bachelor of Arts, History
Phil Bonelli 2013 - Present
Wells Fargo Bank August 2010 - Present
BB&T October 2008 - August 2010
BB&T December 2007 - October 2008
Skills
Public Speaking, Financial Analysis, Leadership, Management, Spanish, Loans, Finance, Banking, Credit, Commercial Banking, Credit Analysis, Small Business Lending, Risk Management, Sales
Education
The University of Georgia 2003 — 2007
Bachelors of Business Administration, Finance, Spanish
WCHS
WCHS
WCHS
Data Center Inc September 2005 - January 2012
DCI 2005 - 2012
Bank of America April 2003 - January 2005
Bank of America October 2002 - April 2003
Bank of America November 2001 - August 2002
Bank of America October 2000 - November 2001
Bank of America March 2000 - October 2000
Bank of America July 1999 - March 2000
Bank of America February 1997 - July 1999
Wells Fargo Bank May 1995 - December 1996
Skills
Banking, Analysis, Customer Service, Microsoft Office, Call Center, Process Engineering, Customer Relations, Windows, Problem Solving, Team Building, Process Improvement, SQL, Documentation, Six Sigma, Coaching, PowerPoint, Customer Satisfaction
Education
The University of Kansas 1989 — 1993
Bachelor of Arts, Economics
Wichita High School Southeast
Diploma
Wells Fargo Bank October 2012 - Present
Wells Fargo February 2009 - October 2012
Wells Fargo April 2007 - February 2009
Wells Fargo March 2006 - April 2007
Wells Fargo February 2004 - February 2006
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit, Commercial Mortgages, Banking, Credit Analysis, Portfolio Management, Cash Management, Underwriting, Financial Analysis, Loan Origination, Risk Management, Management, Leadership, Financial Services, Credit Risk, Loans, Relationship Management, Retail Banking, Consumer Lending
Education
The University of Connecticut School of Business 1999 — 2003
BS, Finance
JPMorgan Chase & Co. October 2014 - Present
Wells Fargo Bank September 2011 - October 2014
Pepsi Beverages Company January 2008 - January 2011
Value City Furniture/ American Signature Furniture October 2006 - July 2007
Skills
Financial Management, Investment Banking, Banking, Sales, Forecasting, Retail, Customer Service, Marketing, Marketing Strategy, New Business Development, Account Management, Inventory Management, Microsoft Excel, Strategic Planning, PowerPoint, Sales Operations, Team Building, Series 63, series 6, Series 65, Training, Finance, Analysis, Investments, Loans, Credit, Microsoft Office, Sales Management
Education
The University of Akron 2004 — 2005
MBA, International Business
The University of Akron 2001 — 2004
Bacehlor of Science, Political Science & Criminal Justice
Narrow Gate Security Agency July 2010 - Present
Wells Fargo Bank November 1997 - July 2010
Skills
Banking, Sellers, Credit, Investment Properties, Real Estate, Leases, Loans, Financial Analysis, Investments, Cash Management, Finance, Brokerage, Small Business Lending, Financial Reporting, Commercial Real Estate, Mortgage Lending, Real Estate Transactions
Education
Leadership Albuquerque
Leadership Albuquerque
The University of New Mexico - Robert O. Anderson School of Management
Global Business Center- Foster School of Business - Univ. of Washington August 2010 - Present
Trade Development Alliance of Seattle May 2009 - Present
Wells Fargo Bank June 2000 - Present
ABN AMRO Bank 1993 - 1996
Banque Indosuez 1991 - 1993
Skills
Bowstaff, Risk Management, Portfolio Management, Management, FX Options, Financial Risk, Financial Analysis, Foreign Exchange, Investments, Banking, Capital Markets, Trading, Fixed Income, Derivatives
Education
The University of Kansas 1981 — 1986
BS, Business
high school
x
Wells Fargo Bank colleagueWells Fargo2001 - 2008
Education
The University of North Dakota
BSBA/MBA, Business/Management
Maaco Collision Repair June 2005 - Present
Clovis National Bank April 2000 - January 2006
Wells Fargo Bank March 1991 - April 2000
Education
The University of New Mexico - Robert O. Anderson School of Management 1980 — 1982
Banking/Finance, Finance
Finance/Consumer Lending & management 1972 — 1980
continuing education, finance & management
Enchantment Land Certified Development Company June 2007 - January 2015
First Community Bank March 2006 - April 2007
Wells Fargo Bank June 1999 - March 2006
Skills
Credit, Banking, Loans, Commercial Lending, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Customer Service, Financial Analysis, Theatre Arts Background, Educational Theatre, Microsoft Excel, Microsoft Office, Microsoft Word
Education
The University of New Mexico
Bachelor's Degree, Fine Arts
Wells Fargo September 2014 - Present
Wells Fargo Bank April 2009 - Present
Wachovia July 2006 - April 2009
Progressive Insurance March 2003 - July 2006
Skills
SAS, Database Marketing, SAS programming, Credit Cards, Direct Marketing, Data Analysis, Analytics, Teradata, Segmentation, Data Mining, Predictive Modeling, Business Analytics, Strategy, Financial Services, Customer Acquisition, Data Warehousing, Statistical Modeling, SAS/SQL, Contact Strategy, Oracle SQL, Integrated Marketing..., Tableau, Campaign Performance...
Education
The University of Akron 2001 — 2003
MA, Economics
1994 — 1998
BA, Public Administration and Political Science
Wells Fargo Bank November 1983 - May 2013
Skills
Working Capital..., Loan Origination, Sales Management, Financial Analysis, Business Analysis, Strategic Financial..., Financial Risk, Credit, Loans, Commercial Banking, Commercial Lending, Credit Analysis, Small Business Lending, Banking, Treasury Management
Education
The University of New Mexico - Robert O. Anderson School of Management 1974 — 1978
Accounting and Finance
Albuquerque Academy 1967 — 1974
6th Grade thru High School
Bank of Albuquerque June 2013 - Present
Bank of Albuquerque June 2011 - May 2013
Bank of Albuquerque January 2008 - May 2011
Wells Fargo Bank April 2001 - November 2001
Skills
Account Management, Banking, Cash Management, Corporate Trust, Administration, System Administration
Education
The University of New Mexico
English, American Studies
Law & Moran May 2011 - March 2015
Wells Fargo Bank September 2009 - May 2011
Skills
Legal Research, Legal Writing, Criminal Law, Personal Injury, Civil Litigation, Courts, Litigation
Education
The University of Georgia 2007 — 2009
Bachelor of Science, Child and Family Development
First Citizens Bank September 2015 - Present
Wells Fargo Bank May 2009 - September 2015
The Coastal Bank June 2002 - May 2009
The Coastal Bank 2006 - 2007
Education
The University of Georgia 1995 — 2000
BBA, Terry College of Business, Business / Economics
Savannah Country Day School
SunTrust Bank August 2012 - Present
St. Andrews Episcopal Church August 2006 - Present
Bank of America July 2011 - August 2012
Wells Fargo Bank June 2010 - April 2011
Major Firm April 2009 - April 2010
Kohl's Department Stores August 2002 - April 2006
Skills
Financial Analysis, Credit, Banking, Strategic Financial..., Loans, Portfolio Management, Financial Modeling, Customer Service, Asset Allocation, Risk Management, Strategic Planning, Process Improvement, Microsoft Excel, Sales, Access, Microsoft Office, Commercial Banking, Mutual Funds, Investments, Accounting
Education
The University of Memphis 2005 — 2009
B.A. Business Administration, Finance
University of Tennessee-Knoxville 2004 — 2005
Umpqua Bank (formerly Sterling Bank) February 2008 - October 2014
Idaho Independent Bank May 2006 - January 2008
Wells Fargo Bank August 1997 - May 2006
R C COLA BEVERAGES October 1991 - March 1997
Skills
Commercial Banking, Credit, Portfolio Management, Small Business Lending, Loans, Credit Analysis, Commercial Lending, Mortgage Banking, Consumer Lending, Asset Based Lending, Loan Origination, Commercial Mortgages, Cash Management, Lines Of Credit, Banking, Financial Analysis, Wealth Management, Investments, Refinance, Credit Risk
Education
University of Kansas - Graduate School of Business 1968 — 1970
MBA, FINANCE
The University of Kansas 1963 — 1967
BA, ECONOMICS
Wells Fargo Bank December 2010 - Present
Skills
Time Management, Resourceful, Energetic, Work/life Balance, Tenacious, Banking, Business Planning, Business Strategy, Cash Management, Financial Services, Strategic Planning, Treasury Management, Treasury Services, Work Life Balance
Education
The University of Georgia 2000 — 2004
B.A., Spanish
University of Georgia - Terry College of Business 2000 — 2004
B.B.A., International Business
Alan C. Pope High School 1996 — 2000
Pacific Commerce Bank September 2015 - Present
Commonwealth Business Bank (CBB) May 2013 - September 2015
Wilshire State Bank July 2009 - April 2013
Discovery Bank February 2008 - April 2009
Wells Fargo Bank July 2007 - January 2008
Southwest Community Bank/Placer Sierra Bank September 2003 - July 2007
Wilshire State Bank May 2000 - September 2003
Hanmi Bank March 1995 - May 2000
Skills
SBA 504, SBA, Commercial Mortgages, Commercial Lending, Business Loans, Real Estate, Loans, Small Business Lending, Banking, Management, Loan Origination, Marketing, Business Development, Credit Analysis, Mortgage Lending, Commercial Banking, Lines Of Credit, Portfolio Management, Credit, Underwriting, Consumer Lending, Financial Structuring, Real Estate Economics, Finance, Asset Based Lending, Credit Risk, Investments, Mortgage Banking, Residential Mortgages, Cash Management, Retail Banking, Real Estate Financing, FHA, Relationship Management, Funding
Education
University of Manchester - Institute of Science and Technology 1975 — 1976
Postgraduate Diploma, Management Sciences
University of Manchester, England 1974 — 1975
Postgraduate Diploma, Development Economics
National University of Iran 1969 — 1973
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank August 2013 - Present
Wells Fargo Bank January 2012 - Present
Wells Fargo March 2011 - January 2012
Skills
Sales, Operational Excellence, Marketing, Social Skills, Customer Service, Customer Support, Customer Satisfaction, Writing, Communication, Advertising, Leadership, Networking, PowerPoint, Small Business, Team Leadership, Team Building
Education
The University of New Mexico - Robert O. Anderson School of Management 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, 3.0
Wells Fargo Bank April 2005 - August 2010
CACI International Inc June 1998 - August 2004
ACS Inc. May 1994 - September 1997
Defense Budget Project December 1991 - April 1994
Education
The University of Edinburgh 1990 — 1991
MBA, Corporte Strategic Planning
University of Michigan 1978 — 1982
BBA, Finance, Accounting
none July 2014 - Present
Custom Home Builders Title March 2013 - July 2014
Wells Fargo Home Mortgage March 2012 - February 2013
Wells Fargo Bank August 2005 - June 2011
Wells Fargo Bank June 2001 - August 2005
Wells Fargo Home Mortgage July 1998 - May 2001
Skills
Mortgage Lending, Credit, Loan Origination, Underwriting, Refinance, Commercial Banking, Loans, Real Estate, Construction Loans, Finance, FHA, Customer Service, Credit Analysis, Banking, Commercial Lending, Mortgage Underwriting, Residential Mortgages, VA loans, Lines Of Credit, Title Insurance, Closings, Mortgage Industry, Credit Review, Non-Conforming, Jumbo, Mortgage Banking, Management, Sales, Financial Analysis, Relationship Management, Analysis
Education
The University of North Dakota 1991 — 1996
BA, Communications
Cretin-Derham Hall 1987 — 1991
NFCU SubstituteAlbuquerque Public SchoolsMay 2010 - September 2010
Wells Fargo Bank January 2000 - January 2008
Education
The University of New Mexico
Interpersonal Communication, C&J
MetLife Home Loans August 2009 - Present
Wells Fargo Home Mortgage 2004 - 2007
Wells Fargo Bank 2004 - 2007
Education
King School, Stamford, CT
High School Diploma
The University of Connecticut School of Business
BS, Manpower Management
Wells Fargo Bank, NA October 2010 - April 2014
Wells Fargo Bank October 2010 - April 2014
Q10 Triad Capital Advisors May 2003 - October 2010
US Bank February 1994 - May 2003
Skills
Commercial Lending, Brokerage, Real Estate, Commercial Mortgages, Real Estate Transactions, Disposition, Investment Properties, Commercial Real Estate, Leases, Real Estate Economics, Investments, Loan Origination, Loans, Real Estate Financing
Education
The University of Kansas 1980 — 1984
BS, Journalism
First Citizens Bank May 2015 - Present
First Citizens Bank April 2012 - April 2015
Wells Fargo Bank September 1998 - April 2012
Wells Fargo September 1998 - April 2012
Wachovia September 1998 - December 2009
Wachovia Bank September 1998 - December 2009
UNC Charlotte January 2004 - May 2005
DEC 1990 - 1996
Digital Equipment Corp 1990 - 1996
Day Data / DUPONT 1986 - 1990
Skills
Security, Information Security, CISSP, Risk Management, Computer Security, Enterprise Architecture, Management, SDLC, Training, Disaster Recovery, Vendor Management, Operating Systems, IT Strategy, Integration, Testing, Architectures, Consulting, Business Continuity, Information Security..., ITIL Service Strategy, Problem Management, Change Management, Incident Management, Architecture, GLBA, Governance, Java, Data Center, Program Management, SharePoint, Unix, Business Process..., Cloud Computing, Financial Risk, Information Assurance, Information Technology, Network Security, Software Development, Virtualization, Visio
Education
The University of New Mexico
Calvin College July 2010 - Present
Talent Asset Advisors December 2011 - Present
Colorado Christian University July 2009 - April 2012
Corvirtus August 2004 - July 2010
CEB SHL Talent Measurement June 2002 - July 2004
CEB SHL Talent Measurement March 1998 - June 2002
Landy Jacobs and Associates (SHL) August 1994 - January 1998
Olsen, Stern, Murphy and Hogan (now Shaker Consulting Group) 1990 - 1994
Wells Fargo Bank 1991 - 1992
Skills
Organizational..., Leadership Development, Talent Assessment, Succession Planning, Performance Management, Employee Engagement, Job Analysis, Executive Coaching, 360 Feedback, Organizational Behavior, Business Strategy, Organizational..., Psychometrics, Talent Acquisition, Talent Management, Assessment Center, Instructional Design, Strategic Planning, Leadership, Human Resources, HR Consulting, Organizational Design, Career Development, Management, Personnel Management, Career Counseling, Workshop Facilitation, Recruiting, Consulting, MBTI, Psychology, Executive Development, Training, Staff Development, Interviews, Conflict Resolution, Hiring, Coaching, Career Management, Employee Training, Resume Writing, Management Development, Culture Change, Employee Relations, E-Learning, Onboarding, Personality Assessment, Emotional Intelligence, Human Capital, Employee Surveys
Education
The University of Akron 1992 — 1996
Ph.D., Industrial-Organizational Psychology
The University of Akron 1989 — 1992
MA, Industrial-Organizational Psychology
University of Wisconsin-Madison 1986 — 1989
BS, Psychology
Columbus Jewish Federation January 2015 - Present
Wentworth Institute of Technology September 2013 - December 2014
Wentworth Institute of Technology June 2012 - September 2013
Combined Jewish Philanthropies October 2011 - March 2012
Wells Fargo Bank October 2010 - October 2011
Skills
PowerPoint, Event Planning, Public Speaking, Community Outreach, Non-profits, Fundraising, Higher Education
Education
University of Massachusetts Boston
Master of Business Administration (M.B.A.), Accounting and Finance
University of Massachusetts, Amherst 2006 — 2010
B.A., Political Science
The University of Edinburgh
JPMorgan Chase April 2014 - Present
Wells Fargo Bank March 2011 - April 2014
Wells Fargo Bank, N.A. October 2004 - March 2011
Wells Fargo Bank June 2000 - October 2004
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Banking, Small Business Lending, Small Business, Portfolio Management, Commercial Mortgages, Financial Analysis, Construction Loans, Situational Leadership, Executive Coaching, Sales Coach, Sales Pipeline..., Leadership Development, Coaching, training, Training & Development, Credit Analysis, Sales Management, Sales, Mortgage Lending, Strategic Planning, Credit Risk, Finance, Retail Banking, Underwriting, Lines Of Credit, Financial Services, Consumer Lending, Investments, Cash Management, Employee Engagement, Management, Training Delivery, Loan Origination, Relationship Management, Training, Treasury Management, Business Development, Team Building
Education
The University of Texas at El Paso 2002 — 2004
MBA, Finance
The University of New Mexico 1992 — 1994
Architecture
Wells Fargo Bank 2015 - Present
Skills
Microsoft Office, Customer Service, Management, Microsoft Word, PowerPoint, Leadership, Time Management, Retail, Sales Management, Marketing, Networking, Sales
Education
The University of Memphis 2013 — 2016
Bachelor's Degree, Business Management, Junior
The University of Memphis 2013 — 2016
Business Management
Semi-retired and loving it! July 2015 - Present
J Wharton Consulting LLC April 2006 - July 2015
Chevron September 2005 - February 2006
Cisco Systems May 2005 - July 2005
ERG Transit Systems USA, Inc. November 2004 - March 2005
Pfizer, Inc. June 2004 - August 2004
SBC Services, Inc. September 2003 - January 2004
Wells Fargo Bank March 2000 - September 2001
ABN AMRO Bank March 1998 - January 2000
SBC/Pacific Bell August 1991 - March 1998
Skills
MS Project, PMO, Program Management, PMP, Project Portfolio..., Project Management, Change Management, Project Planning, Business Process..., SDLC, Requirements Analysis, Process Improvement, Business Analysis, Software Development, Management, Training, Enterprise Software, Management Consulting, Business Process, Software Project..., Consulting, Cross-functional Team..., Microsoft Project
Education
BA, University of California, Berkeley
BA, History (mnr: Math, Chemistry)
University of Memphis
M.A., US History
University of Vermont
M. Education, Foundations of Ed. (Educational Theory)
Vancouver City Savings Credit Union March 2010 - Present
Wells Fargo Bank June 2005 - October 2009
RBC Financial Group - Personal Service Center April 1996 - May 2004
Skills
Financial Risk, Due Diligence, Anti Money Laundering, Banking, Finance, Leadership, Loans, Management, Risk Management, Terrorist Financing
Education
The University of British Columbia 1984 — 1989
BA, Political Science, Psychology
Novelis June 2015 - Present
Novelis November 2012 - Present
Wells Fargo Bank August 2011 - November 2012
Enterprise Rent-A-Car May 2010 - August 2011
Skills
Insurance, Life Insurance, Disability Insurance, Customer Service, Microsoft Excel, Microsoft Office, Long-term Care, PowerPoint, Sales, Financial Analysis, Loans, Microsoft Word, Marketing, Banking, Human Resources, compensation, Management, Finance, Customer Satisfaction, Deferred Compensation, Training, Leadership
Education
The University of Georgia 2006 — 2010
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
University of Georgia - Terry College of Business 2006 — 2010
B.B.A, Risk Management and Insurance
Verizon April 2012 - Present
Verizon September 2010 - November 2012
Aflac July 2009 - September 2010
SeaStar Productions LLC July 2006 - September 2010
Fairfield Inn Marriott August 2009 - February 2010
Wells Fargo Bank October 2008 - February 2009
American Home Furnishings June 2006 - May 2007
Skills
CD covers, Album Production, Customer Service, Communication Skills, Computer Proficiency, Copy Editing, Dance, Direct Marketing, Direct Sales, Email Marketing, English Literature, Interior Decorating, Journalism, Licensed Life & Health..., Market Research, Online Research, Organization, Read Music, Sales Presentations, Social Media, Telecommunications, Visual Arts
Education
The University of New Mexico 2002 — 2007
Bachelor's degree, Communications and Journalism
Albuquerque High School 1998 — 2002
Diploma, College Preparatory
The Hartford November 2009 - April 2012
Wells Fargo Bank May 2006 - May 2009
Underdog Rescue 2008 - 2009
Banfield Pet Hospital 2000 - 2008
Banfield Pet Hospital April 1999 - April 2006
Banfield Pet Hospital April 1999 - April 2006
Bloomington Veterinary Hospital August 1997 - April 1999
Bloomington Veterinary Hospital August 1997 - April 1999
Skills
Customer Service, Training, Management, Time Management, Microsoft Excel
Education
The University of North Dakota 1982 — 1987
Bachelors of Arts and Science, recreation
grand forks central 1979 — 1982
AllBreed Obedience
The University of North Dakota
Bachelors of Arts and Science
Wells Fargo Bank 2011 - Present
Malkerson Gunn Martin LLP 2008 - 2011
Larkin Hoffman Daly & Lindgren Ltd. 2005 - 2008
Gislason & Hunter 2000 - 2005
Skills
Litigation, Bankruptcy, Commercial Litigation, Corporate Law, Mediation, Legal Research, Estate Planning, Legal Writing, Civil Litigation, Appeals, Westlaw, Courts, Legal Assistance, Trials, Employment Law, Arbitration
Education
University of Minnesota Law School 1997 — 2000
University of Minnesota-Twin Cities 1995 — 1997
BA, Philosophy and English Literature
The University of Dallas 1990 — 1992
Philosophy, Economics
Hopkins High School 1987 — 1990
Wells Fargo Commercial Banking March 2014 - Present
Wells Fargo Commercial Banking June 2012 - March 2014
Wells Fargo Commercial Banking June 2011 - June 2012
Wells Fargo SBA Lending December 2007 - May 2011
Wells Fargo Bank November 2005 - November 2007
Wells Fargo Financial June 2004 - October 2005
Education
University of Kansas 2000 — 2004
BS, Business Administration
Wells Fargo Bank May 2009 - Present
Wachovia (a Wells Fargo Company) August 2007 - May 2009
Royal SunAlliance 2005 - 2007
Royal SunAlliance 2001 - 2005
Royal & SunAlliance 1999 - 2001
Royal & SunAlliance 1990 - 1999
Skills
Strategy, Insurance, Portfolio Management, PMO, Cross-functional Team..., Business Strategy, Leadership, Mergers & Acquisitions, Change Management, Risk Management, Management, Relationship Management
Education
The University of Manchester 1983 — 1986
BA Hons, Geography
Wells Fargo Bank, NA March 2014 - Present
Well Fargo Bank March 2013 - March 2014
Wells Fargo Bank September 2010 - March 2013
Wells Fargo Bank April 2007 - September 2010
San Francisco American Marketing Association 2007 - July 2010
Center for Economic Studies, U.S. Census Bureau February 2001 - April 2007
Institute for Research in Social Science, UNC-Chapel Hill 1989 - 2001
Survey Analytics 1990 - 2000
Skills
SAS, Statistics, Analysis, Analytics, Predictive Modeling, Statistical Modeling, Data Mining, Data Analysis, Credit Risk, Risk Management, Predictive Analytics, Quantitative Analytics, Credit, Banking, Credit Cards, Segmentation, Finance, Financial Risk, Forecasting, Market Research, Financial Services
Education
University of California, Berkeley
Post-Doc
University of North Carolina at Chapel Hill 1991 — 2000
Ph.D.
University of Kansas
B.A.
University of North Carolina at Chapel Hill
Doctor of Philosophy (PhD)
University of Iowa Hospitals and Clinics July 2010 - Present
Children's Center for Therapy August 2009 - June 2010
Wells Fargo Bank June 2006 - February 2009
National City Bank 2003 - 2006
Education
The University of Kansas 1980 — 1984
B.A., Political Science/History
CSG Investments, Inc., an affiliate of Beal Bank Nevada January 2009 - Present
Wells Fargo Bank September 2002 - January 2009
Education
The University of Chicago - Booth School of Business
Accounting / Finance, Entrepreneurship
The University of Chicago
Master's degree
University of Wisconsin-Madison
RBC Wealth Management October 2011 - Present
Wells Fargo March 2010 - September 2011
Deluxe Corporation March 2008 - March 2010
Wells Fargo February 2006 - 2008
Wells Fargo August 2003 - January 2006
Wells Fargo Bank August 2000 - August 2003
Education
University of Kansas 1996 — 2000
Bachelor Degree, Economics & Business Communication
Wells Fargo March 2014 - Present
Wells Fargo Bank September 2004 - Present
San Francisco Women on the Web September 2004 - May 2007
UCSF February 2002 - September 2004
Ebates.com February 2001 - July 2001
AltaVista Company September 1999 - February 2001
Turner Broadcasting Systems, Inc September 1997 - August 1999
Skills
Management, Cross-functional Team..., Process Improvement, Content Management, Project Management, Leadership, Product Development, Strategy, Business Process..., Marketing, Business Development, Integration, Project Planning, Editing, Product Management, Sales, Social Media Marketing
Education
The University of Georgia 1993 — 1996
B.A
Wells Fargo 2008 - Present
Wells Fargo Bank 2002 - 2007
Education
The University of Chicago Booth School of Business 2006 — 2009
MBA, Analytic Finance, Accounting, Entrepreneurship
University of Minnesota - Carlson School of Management 1998 — 2002
BSB, Finance
Rio Grande Credit Union December 2009 - Present
Wells Fargo Bank January 2007 - December 2009
Anchor Blue 1993 - 2007
Skills
Customer Service, Sales, Retail, Coaching, Loss Prevention
Education
The University of New Mexico
Charles Schwab May 2014 - Present
State Compensation Insurance Fund October 2013 - April 2014
Cisco Systems March 2013 - October 2013
Charles Schwab June 2011 - March 2013
Cisco Systems May 2010 - May 2011
Wells Fargo Bank January 2010 - April 2010
Visa Inc. 2009 - March 2010
Cisco 2010 - 2010
Charles Schwab September 2008 - April 2009
Wells Fargo May 2008 - September 2008
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, SDLC, Software Project..., Agile Methodologies, Business Requirements, Business Intelligence, Risk Management, Vendor Management, Visio, Agile Project Management, ERP, Process Improvement, PMO, Business Process, Program Management, SharePoint, Resource Management, Business Process..., PMP, Change Management, Critical Thinking, Oral & Written..., Project Management, Project Portfolio..., Stakeholder Engagement, Presentation Development, CRM, Data Warehousing, IT Strategy, Enterprise Architecture, Project Delivery, Management, SQL, Integration
Education
The University of Findlay 2005 — 2007
MBA, Finance, Information Technology and International Business
M S University 1999 — 2002
Bachelor of Commerce (BCom), Accounting and Finance
Auxilium Convent High School
High School
Don Bosco High School
Minuteman Press February 2009 - Present
Washington Mutual May 2003 - August 2008
Wells Fargo September 2001 - May 2003
Wells Fargo Bank 2001 - 2003
Pinnfund January 1999 - June 2001
Bank of America / GreenPoint Credit July 1996 - September 1998
Norwest Financial February 1985 - July 1996
Skills
Mortgage Banking, Loans, Mortgage Lending, Customer Satisfaction, Sales, Management, Small Business, Business Development, Leadership, Banking, Marketing, Mergers & Acquisitions, Team Building, Sales Management, Credit, Loan Origination, Customer Service, Refinance, Residential Mortgages, Credit Analysis, Loan Servicing, Financial Analysis, Process Improvement
Education
University of Findlay 1980 — 1984
B.A., Business Management
Wells Fargo Equipment Finance, Inc. January 1994 - Present
Wells Fargo 1992 - Present
Wells Fargo Bank January 1993 - January 1994
Wells Fargo Bank January 1991 - January 1993
Skills
Lines Of Credit, Small Business Lending, Community Banking, Commercial Banking, Commercial Lending, Asset Based Lending, Equipment Finance, Term Loans, Commercial Credit, Credit, Credit Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 1989 — 1994
Dexter High School 1982 — 1986
HS
WELLS FARGO 1989 - Present
Wells Fargo Home Mortgage September 1987 - Present
Wells Fargo Bank 1987 - Present
Skills
Loans, Mortgage Banking, FHA, Mortgage Lending, Loan Origination
Education
The University of Akron 1984 — 1986
Wells Fargo Bank Senior VPWells Fargo2003 - Present
Education
The University of Kansas
Umpqua Bank October 2014 - Present
Wells Fargo Bank April 2011 - October 2014
Wells Fargo May 2005 - March 2011
Wells Fargo April 2002 - April 2005
Wells Fargo December 2001 - March 2002
Wells Fargo October 1995 - November 2001
Wells Fargo July 1991 - September 1995
Wells Fargo December 1989 - September 1991
Wells Fargo December 1987 - November 1989
Wells Fargo June 1984 - November 1987
Skills
Commercial Lending, Small Business Lending, Loans, Credit, Commercial Banking, Consumer Lending, Credit Analysis, Banking, Lines Of Credit, SBA, Loan Origination, Mortgage Lending, Treasury Management, Finance, Branch Banking, Portfolio Management, Financial Services, Retail Banking, Commercial Mortgages, Sales, Underwriting, Cross Selling, Credit Risk, Mortgage Banking, Refinance, Relationship Management, Management, Treasury Services, Deposits, Cash Management, Financial Analysis
Education
Pacific Coast Banking School 1997 — 1999
The University of Montana - School of Business Administration 1979 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Bank September 2006 - Present
HSBC September 2001 - October 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Corporate Finance, Portfolio Performance..., Campaign Performance...
Education
The University of Memphis 2000 — 2001
Master of Science (M.S.), Finance, 3.5
The University of Memphis 1996 — 2000
Master of Business Administration (MBA), Marketing, 3.5
Bank of America September 2013 - Present
Wells Fargo Bank June 2010 - May 2012
Wells Fargo April 2004 - May 2012
Skills
Wealth Management, Banking, Securities, Estate Planning, Customer Service, Strategic Planning, Trust Services, High Net Worth...
Education
Queens University 2001 — 2002
CFP, Financial Planning
University of Georgia 1994 — 1998
BSEH, Environmental Science
Wells Fargo Bank May 2006 - Present
Education
The University of Alabama School of Law 2010 — 2013
Master of Laws (LL.M.), Taxation
University of South Carolina School of Law 2002 — 2005
Doctor of Law (J.D.), Real Estate / Estate Planning
Wake Forest University 1996 — 2000
BA, Communication
Financial Strategy Consulting May 2012 - Present
ICON Technologies Corporation August 2012 - May 2013
5Degrees, Inc. November 2011 - August 2012
BidMed 2012 - 2012
Wells Fargo Bank June 2011 - November 2011
Wells Fargo Bank March 2010 - May 2011
Wells Fargo Bank November 2006 - March 2010
Ernst & Young 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Business Strategy, Process Improvement, Business Analysis, Corporate Finance, Strategic Planning, Cross-functional Team..., Strategy, Program Management, Competitive Analysis, Valuation, Finance, Project Management, Entrepreneurship, Due Diligence, Business Intelligence, Corporate Development, Financial Risk, Sarbanes-Oxley Act, Management Consulting, Analysis, Business Development, Management, Investment Banking, Forecasting, Business Process, Negotiation, Venture Capital, Leadership, Marketing Strategy, CRM, Financial Reporting, Mergers & Acquisitions, Private Equity, Business Process..., Internal Audit, Internal Controls, Start-ups, Product Management, Executive Management, Analytics, Risk Management, Business Planning, Data Analysis, Investments, Budgets, Acquisition Integration, Strategic Financial..., Portfolio Management
Education
The University of Chicago 2009 — 2012
MBA, Analytic Finance, Economics, Entrepreneurship
The University of Chicago Booth School of Business 2009 — 2012
MBA, Analytic Finance, Economics, and Entrepreneurship
University of Washington, Michael G. Foster School of Business 1998 — 2004
Bachelor of Arts (B.A.), Accounting and Finance
Wells Fargo December 2013 - Present
Wells Fargo Bank December 2011 - November 2013
Wells Fargo February 2009 - December 2011
Wachovia, A Wells Fargo Company August 2007 - February 2009
JPMorgan Chase February 2005 - July 2007
World Financial Group (WFG) August 2003 - February 2005
Skills
Banking, Commercial Banking, Credit, Series 6, Investments, Series 63, Credit Analysis, Financial Analysis, Commercial Lending, Loans, Portfolio Management, Small Business Lending, Treasury Management, Relationship Management, Credit Risk, Risk Management, Cross Selling, Lines Of Credit, Cash Flow, Financial Reporting, Asset Allocation, Fixed Income, Asset Management, Equities, Financial Modeling, Finance, Mutual Funds, Analysis, Financial Services, Insurance
Education
The University of Dallas 2000 — 2005
Philosophy
Sanderson HS 1996 — 1999
Wells Fargo Bank
Skills
Flight Training, Instrument Rated Pilot, FAA Licensed Pilot, Airplane Multiengine..., Helicopters, Commercial Aviation
Education
Washburn University School of Law 1980 — 1983
Juris Doctorate, Law
The University of Kansas 1975 — 1979
Scott Community High School
DAC, Inc. August 2011 - Present
Wells Fargo Bank January 2004 - August 2011
Standard Chartered Bank January 2001 - January 2002
Standard Chartered Bank January 1999 - January 2001
East China January 1997 - January 1999
Standard Chartered Bank January 1994 - January 1997
First Interstate Bank January 1991 - January 1993
Skills
Leadership, Relationship Management, Banking, Commercial Banking, Budgets, Business Development, Portfolio Management, Trade Finance, Strategy, Financial Institutions, Corporate Finance, Financial Services, Credit Analysis, Finance, Financial Structuring, Structured Finance, Credit, Credit Risk, Capital Markets, Cash Management, Loans, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 1976 — 1978
MBA, Finance/Marketing
Vanderbilt University 1969 — 1973
BA, Economics
The University of New Mexico
MA, Latin American Studies, Economics/Political Science
Wells Fargo Bank June 1993 - Present
US Army January 1989 - September 2010
Skills
Sales, Credit, Loans, Mortgage Lending, Banking, Customer Service, Sales Management, Retail, Consumer Lending, Customer Satisfaction, Retail Banking, Management, Small Business Lending, Commercial Banking, Credit Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 1998 — 2003
Bachelor of Arts (BA), International Business
US Army 1995 — 1995
Completion, Automated Logistical Specialist
USAESOM 1989 — 1989
Military Band
Wells Fargo Bank July 2012 - Present
Memorial Union Gallery, NDSU 2007 - 2012
Coldwater Creek April 2005 - January 2007
Sears & Roebuck 2004 - 2006
Wiregrass Museum of Art August 2002 - August 2004
Southeastern Museum Conference 1998 - 2002
Association of Midwest Museums 1992 - 1998
Minnetrista Cultural Center 1987 - 1992
Skills
Leadership, Grant Writing, Marketing, Strategic Planning, Management, Event Planning, Public Speaking, Research, Nonprofits, Training, Leadership Development, Fundraising, Volunteer Management, Team Building, Editing, Community Outreach, Budgets, Social Media, Teaching, Customer Service, Microsoft Word, Microsoft Excel, Public Relations, Program Development, PowerPoint, Event Management, Social Networking, Project Planning, Grants, Microsoft Office, Staff Development, Higher Education, History, Coaching, Organizational..., Policy, Data Analysis, Program Management, Community Development, Proposal Writing, Time Management, Non-profit..., Administration, Newsletters, Workshop Facilitation, Spanish, Philanthropy
Education
Wichita State University 1982 — 1985
M.Ed., Educational Administration and Supervision
Wichita State University 1973 — 1976
Bachelor of Fine Arts, art history; german language minor
The University of North Dakota 1971 — 1973
studio arts, Spanish, Geology
Bowman High School 1968 — 1971
college prep with honors
Wells Fargo Bank July 2013 - Present
Bank of America June 2011 - July 2013
Wells Fargo Bank April 2010 - June 2011
Northrop Grumman March 2009 - April 2010
IBM Corporation June 2006 - February 2009
Wells Fargo Bank July 1996 - June 2006
Evolving Systems 1994 - 1996
Hughes Aircraft Company (now Raytheon) 1989 - 1994
Skills
SOA, Unix, Agile Methodologies, Enterprise Architecture, Databases, Integration, Oracle, Websphere, Java, Architecture, Software Design, Testing, Eclipse, C++, Software Development, Web Services, DB2, Web Applications, SDLC, Java Enterprise Edition, Perl, SOAP, XML, Scrum, Requirements Analysis, Unix Shell Scripting, Shell Scripting, Linux, Tomcat, Solaris, SQL, Disaster Recovery, Weblogic, Solution Architecture, Spring, Software Project..., AIX, Microsoft SQL Server, JBoss Application Server, Middleware, WebSphere
Education
The University of Akron
BS, Computer Science/Math
Wells Fargo Bank April 2011 - Present
Wells Fargo June 2008 - April 2011
Wells Fargo March 2006 - June 2008
Wells Fargo March 2002 - March 2006
Skills
Series 7
Education
The University of Kansas 1997 — 2002
BS, Business Administration
Axcient September 2014 - Present
Oracle October 2012 - September 2014
Wells Fargo Bank June 2011 - September 2012
Wells Fargo Bank July 2008 - June 2011
Wells Fargo Bank October 2007 - July 2008
Root Dental Laboratory October 2005 - June 2006
Skills
Banking, Credit, Loans, Commercial Banking, Finance, Commercial Lending, Cash Management, Sales, Management, New Business Development, Sales Management, Treasury Management, Insurance, Customer Service, Retail, Time Management, Small Business, Accounts Payable, Salesforce.com, SaaS, CRM, Relationship Management, Business Development, Direct Sales, Team Building, Strategic Planning, Training
Education
The University of Kansas 2000 — 2005
BA, Human Biology
Wells Fargo Bank April 2010 - Present
Wells Fargo Bank March 2008 - July 2010
Wells Fargo Bank June 2006 - March 2008
Education
The University of Georgia 2002 — 2006
BBA, Finance
Binswanger Glass Company May 2008 - Present
FDIC May 2007 - April 2008
Binswanger 1983 - 2008
Binswanger 1983 - 2008
Wells Fargo Home Mortgage 2003 - 2006
Wells Fargo Bank February 1988 - November 1999
Binswanger Glass Company January 1983 - June 1987
Education
The University of Memphis
Premium Incentive Sales, Inc. Vice PresidentPremium Incentive Sales, Inc.April 2005 - Present
Premco Associates Inc 2004 - Present
Wells Fargo Bank September 1994 - April 2005
Education
The University of Kansas 1989 — 1993
Wells Fargo Bank 2003 - Present
JPMorgan Chase 1996 - 2003
Bank of America 1985 - 1995
Skills
Financial Analysis, Treasury Management, Management, Commercial Banking, Cash Management, Credit, Loans, Commercial Lending, Portfolio Management, Business Development, Banking, Credit Analysis, Relationship Management, Financial Services, Finance
Education
Jesuit
Jesuit
The University of Dallas
MBA
Bimbo Bakeries USA June 2014 - Present
Ingredion Incorporated October 2012 - May 2014
Unilever July 2008 - September 2012
Wells Fargo Bank June 2007 - August 2007
Accenture March 2006 - June 2007
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
JPMorgan Chase 2007 - Present
JP Morgan Chase August 2006 - Present
Prosperity Bank July 2006 - August 2007
Wells Fargo Bank July 2003 - August 2005
Education
The University of New Mexico 1990 — 1992
Wells Fargo May 2012 - Present
Wells Fargo Bank March 2011 - May 2012
Wells Fargo Bank September 2009 - March 2011
Wells Fargo Bank February 2007 - May 2009
McGriff, Seibels, and Williams, Inc May 2006 - August 2006
Scottrade December 2004 - December 2005
Skills
Underwriting, Valuation, Loans, Investments, Investment Properties, Commercial Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Portfolio Management, Credit Analysis, Real Estate, Asset Managment, Financial Risk
Education
The University of Georgia 2002 — 2006
BBA, Finance
University of Georgia - Terry College of Business 2002 — 2006
BBA, Finance
Lithia Chrysler Jeep Dodge of Missoula May 2011 - Present
Investment Advisors International July 2009 - December 2010
Worldwide Express January 2007 - January 2009
Wells Fargo Bank 2006 - 2007
Enterprise Rent-A-Car 2003 - 2006
Maytag 2003 - 2003
Skills
Sales Process, Sales Management, Sales, Customer Service, Marketing Strategy, Strategic Planning, Account Management, Public Speaking, New Business Development, Budgets, Business Development, Marketing Communications, Team Leadership, Online Advertising, Microsoft Excel, Social Media Marketing, Social Media, Business Planning, Succession Planning, Sales Operations, Direct Sales, Management, Team Building
Education
The University of Memphis—Cecil C. Humphreys School of Law 2002 — 2003
University of Portland 1998 — 2002
BA, History
Battle Ground High School 1996 — 1998
Tates Creek High School 1994 — 1998
Dallastown High School 1994 — 1994
Wells Fargo Bank March 1998 - Present
Wells Fargo 2005 - 2009
Wachovia Bank 1997 - 2003
Skills
Java Enterprise Edition, SDLC, Integration, Software Project..., SOA, Requirements Analysis, Business Analysis, Enterprise Architecture, SQL, Unix, Web Services, Data Warehousing, Weblogic, Websphere, Agile Methodologies, Risk Management, Visio, ETL, DB2
Education
The University of Memphis 1994 — 1996
Engineering
MauerPower Consulting June 2009 - Present
S.G. Long Financial Services Corporation May 2012 - May 2013
Missoula Area Chamber of Commerce September 2011 - May 2012
Wells Fargo Bank May 2008 - June 2009
First Interstate Bank January 2000 - January 2008
Kampgrounds of America, Inc January 1996 - January 2000
Piper Jaffray, Inc January 1993 - January 1996
Teacher's Insurance Annuity Association- College Retirement Equities Fund January 1988 - January 1993
Skills
Portfolio Management, Investments, Financial Accounting, Strategic Analysis, Project Management, Relationship Management, Financial Analysis, Market Development, Market Analysis, Business Analytics, Coaching, Brand Management, Management Accounting, Series 7 and 66 licensed, Risk Management, Business Development, Management, New Business Development, Business Analysis, Cross-functional Team..., Marketing, Product Marketing, Sales Process, Accounting, CFO by the hour, Forecasting
Education
The University of Montana - School of Business Administration 2009 — 2010
Accounting
Cannon Financial Institute 2001 — 2002
CTFA, Financial Planning
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
The University of Montana 1983 — 1987
BA, Psychology
The University of Montana - School of Business Administration 1983 — 1987
BS, Marketing
First Citizens Bank October 2006 - Present
Wells Fargo Bank August 1991 - June 2005
Skills
spanish speaking, business banker
Education
The University of New Mexico - Robert O. Anderson School of Management 1995 — 1998
Banking Certificate, banking
College of Santa Fe in Albuquerque 1995 — 1997
general studies, business
Wells Fargo Bank
Skills
Commercial Lending, Loans, Leadership Development, Financial Analysis, Credit Analysis, Public Speaking, Consumer Lending, Banking, Credit, Portfolio Management, Leadership, Mortgage Lending, Commercial Banking, Small Business Lending, Strategic Planning, Loan Origination, Fundraising, Nonprofits, Community Development, Risk Management, Underwriting, Asset Management
Education
The University of New Mexico - Robert O. Anderson School of Management
Bachelor of Business Administration, Finance
National Community Development Lending School
American Bankers Association National Compliance School
New Mexico School of Banking
NJ Department of Labor & Workforce Development January 2015 - Present
Donovan's Restaurant February 2011 - January 2015
Wells Fargo Bank September 2011 - April 2012
Jackson Hewitt Tax Services January 2008 - April 2008
Skills
QuickBooks, Microsoft Office, Tax Research, CCH Research, Management, Greek, Financial Reporting, FARS, Bookkeeper Certification, Tax Preparation, governmental accounting, Financial Statements, GAAP, Auditing, Tax Accounting
Education
The University of Akron 2007 — 2010
Master, Accounting
Technological Educational Institute of Crete, Greece 2000 — 2004
Bachelor, Accounting
SunTrust Bank April 2013 - Present
Wells Fargo Bank October 2003 - April 2013
Wachovia, A Wells Fargo Company October 1999 - October 2003
Skills
Credit, Small Business Lending, Loans, Banking, Credit Analysis, Commercial Banking, Commercial Lending, Mortgage Lending, Consumer Lending, Portfolio Management, Lines Of Credit, Loan Origination, Retail Banking, Financial Analysis
Education
The University of Georgia 1996 — 2001
Bachelors, Economics
Wells Fargo Bank April 2011 - Present
Cargil Solutions Limited 2010 - 2011
Wells Fargo 2001 - 2011
Aviva August 2008 - August 2010
Skills
SDLC, Business Analysis, Banking, Mergers, Management, Insurance, Finance, Mergers & Acquisitions, Program Management, Budgets, Project Management, Vendor Management, Business Process..., Process Improvement, Project Portfolio..., Requirements Analysis, Requirements Gathering, Visio
Education
University of Kansas 1980 — 1986
BA, Philosophy & Political Science
Overland Park, Kansas and Greece, as an exchange student
High school, General
Wells Fargo Bank April 2009 - Present
Lane Street Inn - Shelbyville TN August 2007 - Present
Cushman & Wakefield of Georgia, Inc April 2007 - December 2009
Cushman & Wakefield of California, Inc April 2007 - November 2007
Bryant Appraisal July 2006 - April 2007
Valuation Services LLC July 2005 - July 2006
Cushman & Wakefield of Georgia, Inc April 2001 - April 2005
Hospitality Appraisal Services, LLC / C&I, Inc January 1994 - April 2001
General Maintenance Service May 1989 - December 1993
Memory Lane Inn (Graceland) May 1989 - June 1990
Skills
Appraisals, Valuation, Commercial Real Estate, Property Management, Financial Analysis, Real Estate Economics, Contract Negotiation, Real Estate, Investment Properties, Leases, Real Estate Development, Real Estate Transactions, Location Intelligence, Shopping Centers, Due Diligence, Asset Managment, Marketing, Market Analysis
Education
Appraisal Institute 1997 — 2011
Passed Comp Exam, MAI candidate for designation
The University of Memphis 1989 — 1990
Master, Business Administration; Finance, Economics and Real Estate
University of Tennessee 1987 — 1989
Bachelor of Science, Finance and Economics
Siemens April 2012 - Present
Wells Fargo Bank August 2010 - April 2012
Barnes & Noble May 2007 - August 2010
Skills
Microsoft Excel, Customer Service, Microsoft Access, PowerPoint, SAP, Interpersonal..., Data Analysis, Problem Solving, Critical Thinking, Written Communication
Education
The University of Georgia 2006 — 2010
Bachelor’s Degree, English Language and Literature, General, 3.8 Combined GPA
The University of Georgia 2006 — 2010
Bachelor’s Degree, German Language and Literature, 3.8 Combined GPA
Santa Cruz County Schools January 2008 - Present
Banker fuck May 1984 - March 1989
Wells Fargo Bank May 1984 - August 1987
Education
The University of British Columbia / UBC 1992 — 1993
UC Berkeley 1975 — 1979
BA, Economics
Wells Fargo Bank March 2001 - Present
kee prince family 1971 - 2013
wells fargo 2001 - 2011
UNITED STATES CUSTOMS SERVICE 1982 - 1990
Skills
Program Management, Process Improvement, Forecasting, Financial Services, Strategic Planning, Financial Analysis, Outlook, Microsoft Office, Banking
Education
The University of Georgia 1977 — 1981
BA, Political Science
frederick douglass high school 1972 — 1977
Wells Fargo Bank January 2007 - Present
Skills
Wealth Management, Customer Service, Project Management, Portfolio Management, Microsoft Excel, Competitive Analysis, Equities, Financial Modeling, Marketing Strategy, Strategic Planning, Marketing, Strategic Financial..., Business Intelligence, Forecasting, Process Improvement, Risk Management, Financial Analysis, Insurance, Visio, Retail Banking, Sales, Analytics, Relationship Management, Analysis, PowerPoint, Finance, Banking, Market Research, Database Marketing, Access, Business Analysis, Investments, Data Analysis, Direct Marketing, Segmentation, Financial Services
Education
The University of Georgia 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
U.S. Bank February 2015 - Present
U.S. Bank November 2014 - February 2015
U.S. Bank January 2011 - June 2013
Wells Fargo Bank June 2010 - January 2011
Wells Fargo Financial July 2007 - June 2010
Wells Fargo Financial June 2005 - July 2007
Duty U.S. Army January 1999 - January 2001
Skills
Loans, Mortgage Lending, FHA, Credit, Banking, Consumer Lending, Loan Origination, Mortgage Banking, Credit Analysis, Refinance, Residential Mortgages, Cross Selling, Lines Of Credit, VA loans, FHA financing, Branch Management, Credit Cards, Home Equity Loans, Home Equity Lines of..., Small Business Lending, Sales
Education
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2005
BBA, Business Administration and Entrepreneurial Studies
Branch Banking and Trust April 2011 - Present
Wells Fargo Bank January 2009 - January 2011
Wells Fargo Bank March 1998 - January 2009
Wells Fargo Bank January 1994 - April 1998
Skills
Credit
Education
Thunderbird School of Global Management 1982 — 1983
MBA, Finance
The University of Kansas
BA, Mathematics
Fireman's Fund June 2013 - October 2013
Gap, Inc January 2013 - May 2013
Gap Inc Direct June 2007 - December 2010
Wells Fargo Bank November 2006 - June 2007
California State Automobile Association March 2005 - March 2006
Wells Fargo Bank January 2005 - March 2005
Charles Schwab & Company FTE October 2003 - March 2004
Charles Schwab & Company August 1999 - September 2001
Education
The University of Kansas
BA, Political Science
Wells Fargo Bank November 1992 - Present
Skills
ACH
Education
The University of Montana - School of Business Administration 1985 — 1990
Bachelor of Science, Management
Wells Fargo Bank August 1984 - Present
Wells Fargo 1984 - Present
Skills
Commercial Banking, Loans, Mortgage Lending, Commercial Lending, Credit Analysis, Due Diligence, Credit Risk, Portfolio Management, Credit, Investments, Mortgage Banking, Banking, Financial Analysis, Underwriting, Negotiation, Asset Management, Loan Origination, Small Business Lending, Finance, Risk Management
Education
The University of New Mexico 1972 — 1977
BBA Finance, Finance and Economics
CCB Community Bank December 2012 - Present
Wells Fargo bank October 2011 - December 2012
Chick-fil-A July 2002 - May 2011
Education
The University of Memphis 2009 — 2011
Wells Fargo Bank April 1998 - Present
Georgia National Bank February 1995 - April 1998
EDS (Electronic Data Systems, Inc.) February 1978 - January 1993
Skills
Loans, Credit, Banking, Portfolio Management, Commercial Lending, Credit Analysis, Loan Origination, Small Business Lending, Underwriting
Education
The University of Georgia
Wells Fargo Business Payroll Services April 2012 - Present
Wells Fargo Bank February 2011 - April 2012
Wachovia, A Wells Fargo Company April 2005 - February 2011
Wachovia, A Wells Fargo Company January 2004 - April 2005
Education
The University of Georgia
Bachelor of Arts, Economics
Wells Fargo Bank January 2000 - Present
Skills
Onboarding, Call Centers, Talent Management, Coaching, Performance Management, Process Improvement, Customer Service, Loans, Human Resources, Training, Employee Benefits, Employee Training, Employee Relations, Banking, Management, Consumer Lending, Sales, Team Building
Education
The University of New Mexico 1983 — 1989
Bacchelor of Psychology, General
O'Connell's Learn & Play October 2010 - Present
Wells Fargo Bank September 2008 - November 2009
Education
The University of Montana-Western 2011 — 2012
Bachlors, Early Childhood Education
Montana Tech 2007 — 2008
BA, Business
Wells Fargo Bank September 2008 - Present
Skills
Mortgage Lending, Loans, Loan Origination, Refinance, Credit, Mortgage Banking, FHA, Residential Mortgages, Credit Analysis, VA loans, FHA financing, Manufactured Home..., UnionPlus approved, Government Loans, USDA, Construction Loans, Home Equity Lines of..., Home Equity
Education
The University of Akron
Accounting
Wells Fargo November 2012 - Present
Wells Fargo Bank May 2010 - December 2012
Wells Fargo May 2006 - May 2010
Wells Fargo January 2005 - May 2006
Wells Fargo May 2000 - December 2004
Skills
Financial Analysis, Credit, Portfolio Management, Finance, Real Estate, Real Estate Development, Underwriting, SBA, Analysis, Commercial Real Estate, Commercial Lending, Credit Analysis
Education
University of Kansas 1990 — 1992
MBA, Finance
Bank of America Merrill Lynch May 2015 - Present
Wells Fargo Bank May 2009 - May 2015
Wells Fargo January 2007 - May 2009
Alcon Enterprises July 2001 - July 2006
Skills
Wells Fargo Credit..., Corporate Banking, Commercial B, Credit Analysis, Underwriting, Treasury Management, New Business Development, Business Analysis, Financial Analysis, Loan Origination, Loan Documents, Credit, Microsoft Excel, Microsoft Word, Commercial Banking
Education
The University of New Mexico - Robert O. Anderson School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Finance, Entrepreneurial Studies
Wells Fargo Bank May 2005 - Present
Wells Fargo Bank March 2003 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of New Mexico 1999 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Carlsbad Senior High School 1996 — 1999
High School Diploma
Wells Fargo Bank April 2006 - Present
Gold's Gym January 2001 - April 2006
Education
The University of New Mexico 2005 — 2007
Sandia High School 2001 — 2005