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
Richard Wallace Williams Richard Wallace Williams's Wells Fargo Bank Experience 1993 - 2012
Job Self at Retired and enjoying time to pursue personal interests and family
Industry Financial Services
Experience
Retired and enjoying time to pursue personal interests and family April 2012 - Present
Self April 2012 - March 2014
Raise The Bottom 2013 - 2013
Wells Fargo Bank 1993 - 2012
Soul Food Extravaganza 1998 - 2007
Ketchum Police Department 1978 - 1979
Skills
Fundraising, Problem Solving, Negotiation, Event Planning, Public Speaking, Customer Service, Non-profits, Strategic Planning, Public Relations, Banking, Outlook, Account Management, Event Management, Budgeting, Team Leadership, Team Building, Analysis, Microsoft Office, Business Planning, New Business Development, Research, Process Improvement, Leadership Development, Program Management, Change Management, Marketing, Business Analysis, System Administration, Microsoft Word, Leadership, Training, Financial Analysis, Microsoft Excel, Business Strategy, Retail, Credit, Coaching, Budgets, Forecasting, PowerPoint, Sales, Management, Loans, Loss Mitigation, Social Media, Sales Management, Recruiting, Project Planning, Project Management, Risk Management
Education
Idaho Department of Corrections 1986 — 1986
Correctional Officer
POST Academy 1980 — 1980
Law Enforcement
John Muir HS
Treasure Valley Community College
Retired and enjoying time to pursue personal interests and family April 2012 - Present
Self April 2012 - March 2014
Raise The Bottom 2013 - 2013
Wells Fargo Bank 1993 - 2012
Soul Food Extravaganza 1998 - 2007
Ketchum Police Department 1978 - 1979
Skills
Fundraising, Problem Solving, Negotiation, Event Planning, Public Speaking, Customer Service, Non-profits, Strategic Planning, Public Relations, Banking, Outlook, Account Management, Event Management, Budgeting, Team Leadership, Team Building, Analysis, Microsoft Office, Business Planning, New Business Development, Research, Process Improvement, Leadership Development, Program Management, Change Management, Marketing, Business Analysis, System Administration, Microsoft Word, Leadership, Training, Financial Analysis, Microsoft Excel, Business Strategy, Retail, Credit, Coaching, Budgets, Forecasting, PowerPoint, Sales, Management, Loans, Loss Mitigation, Social Media, Sales Management, Recruiting, Project Planning, Project Management, Risk Management
Education
Idaho Department of Corrections 1986 — 1986
Correctional Officer
POST Academy 1980 — 1980
Law Enforcement
John Muir HS
Treasure Valley Community College
Maureen Maffett Maureen Maffett's Wells Fargo Bank Experience May 2006 - Present
Job Administrative Assistant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2006 - Present
Wells Fargo May 2006 - December 2009
Jackson Hewitt Tax Service Inc. January 2002 - April 2006
Skills
Administrative..., Spreadsheets, Office Management, Telephone Skills, Office Administration, Outlook, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Banking, Time Management, Event Planning, 10 Key, Teamwork, Confidentiality, Sales, Calendaring, Retail Banking, Financial Services, Calendars
Education
Truckee Meadows Community College
Wells Fargo Bank May 2006 - Present
Wells Fargo May 2006 - December 2009
Jackson Hewitt Tax Service Inc. January 2002 - April 2006
Skills
Administrative..., Spreadsheets, Office Management, Telephone Skills, Office Administration, Outlook, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Banking, Time Management, Event Planning, 10 Key, Teamwork, Confidentiality, Sales, Calendaring, Retail Banking, Financial Services, Calendars
Education
Truckee Meadows Community College
Gayla Land Gayla Land's Wells Fargo Bank Experience May 2009 - November 2012
Job Branch Manager Assistant Vice President at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation June 2014 - Present
Five Star Credit Union November 2012 - June 2014
Wells Fargo Bank May 2009 - November 2012
Wells Fargo (Formerly Wachovia Bank) October 2005 - April 2009
Verizon Wireless November 2003 - October 2005
Verizon Wireless October 1996 - October 2003
Skills
Small Business Lending, Credit, Customer Service, Commercial Lending, Lines Of Credit, Loan Origination, Mortgage Banking, Commercial Banking, Retail, Credit Analysis, Risk Management, Coaching, Branch Banking, Inventory Management, Call Center, Cash Management, Training, Customer Retention, Management, Underwriting, Marketing Strategy, Asset Managment, CRM, Leadership, Investments, Sales Process, Recruiting, Financial Analysis, Real Estate, Temporary Placement, Customer Experience, Call Centers, Hiring, Selling, Strategic Financial..., Team Building, Employee Training, Customer Satisfaction, Cold Calling, Finance, Retirement Planning, Insurance, Financial Risk, Portfolio Management, Sales
Education
Troy University 1994 — 1996
Bachelor of Science (B.S.), Counseling Psychology
Regions Financial Corporation June 2014 - Present
Five Star Credit Union November 2012 - June 2014
Wells Fargo Bank May 2009 - November 2012
Wells Fargo (Formerly Wachovia Bank) October 2005 - April 2009
Verizon Wireless November 2003 - October 2005
Verizon Wireless October 1996 - October 2003
Skills
Small Business Lending, Credit, Customer Service, Commercial Lending, Lines Of Credit, Loan Origination, Mortgage Banking, Commercial Banking, Retail, Credit Analysis, Risk Management, Coaching, Branch Banking, Inventory Management, Call Center, Cash Management, Training, Customer Retention, Management, Underwriting, Marketing Strategy, Asset Managment, CRM, Leadership, Investments, Sales Process, Recruiting, Financial Analysis, Real Estate, Temporary Placement, Customer Experience, Call Centers, Hiring, Selling, Strategic Financial..., Team Building, Employee Training, Customer Satisfaction, Cold Calling, Finance, Retirement Planning, Insurance, Financial Risk, Portfolio Management, Sales
Education
Troy University 1994 — 1996
Bachelor of Science (B.S.), Counseling Psychology
Kathleen Courville Kathleen Courville's Wells Fargo Bank Experience September 2005 - March 2007
Job AVP/ Branch Manager at Veritex Bank
Industry Banking
Experience
Bank April 2012 - Present
Regions Bank October 2010 - April 2012
JP Morgan Chase January 2010 - April 2011
JPMorgan Chase 2007 - December 2009
Wells Fargo Bank September 2005 - March 2007
Wells Fargo Bank March 1996 - April 1999
Skills
Group 1 License, Notary Public, Beach Body Coach, NMLS Licensed, Mortgage Lending, Banking, Credit, Loans, Refinance, Consumer Lending, Finance, Business Development, Cash Management, Mortgage Banking, Lines Of Credit, Loan Origination, Recruiting, Small Business Lending, Sales, Follow Through, Networking, Commercial Banking, Commercial Lending, Credit Analysis, Cross Selling, Financial Services, Marketing, Small Business, CRM, Management, Relationship Management, Retail Banking, Customer Retention, Branch Management, Branch Banking, Sales Management, Underwriting, Portfolio Management, Residential Mortgages, Commercial Mortgages, Cold Calling, Credit Risk, SBA, Treasury Management, Leadership, Customer Service, Team Building
Education
University of North Texas 1990 — 1993
BS, Merchandising
The University of Texas at San Antonio 1989 — 1991
Marketing
Mcallen Memorial Highschool 1985 — 1989
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bank April 2012 - Present
Regions Bank October 2010 - April 2012
JP Morgan Chase January 2010 - April 2011
JPMorgan Chase 2007 - December 2009
Wells Fargo Bank September 2005 - March 2007
Wells Fargo Bank March 1996 - April 1999
Skills
Group 1 License, Notary Public, Beach Body Coach, NMLS Licensed, Mortgage Lending, Banking, Credit, Loans, Refinance, Consumer Lending, Finance, Business Development, Cash Management, Mortgage Banking, Lines Of Credit, Loan Origination, Recruiting, Small Business Lending, Sales, Follow Through, Networking, Commercial Banking, Commercial Lending, Credit Analysis, Cross Selling, Financial Services, Marketing, Small Business, CRM, Management, Relationship Management, Retail Banking, Customer Retention, Branch Management, Branch Banking, Sales Management, Underwriting, Portfolio Management, Residential Mortgages, Commercial Mortgages, Cold Calling, Credit Risk, SBA, Treasury Management, Leadership, Customer Service, Team Building
Education
University of North Texas 1990 — 1993
BS, Merchandising
The University of Texas at San Antonio 1989 — 1991
Marketing
Mcallen Memorial Highschool 1985 — 1989
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Joshua Vasquez Joshua Vasquez's Wells Fargo Bank Experience September 2007 - Present
Job Asst VP Business Sales Consultant II Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank September 2007 - Present
Skills
Banking, Commercial Banking, Loans, Sales, Customer Service, Financial Analysis, Lines Of Credit, Merchant Services, Team Leadership, Partnerships, Small Business Lending, Sales Management, Management, Leadership, Cold Calling, Team Building
Education
The University of Texas at San Antonio 2003 — 2005
Wells Fargo Bank September 2007 - Present
Skills
Banking, Commercial Banking, Loans, Sales, Customer Service, Financial Analysis, Lines Of Credit, Merchant Services, Team Leadership, Partnerships, Small Business Lending, Sales Management, Management, Leadership, Cold Calling, Team Building
Education
The University of Texas at San Antonio 2003 — 2005
Samantha K. Metzger's Wells Fargo Bank Experience August 2003 - December 2006
Job Director of Real Estate
Industry Real Estate
Experience
Smashburger August 2015 - Present
McDonald's Corporation September 2009 - July 2015
Starbucks Coffee Company December 2006 - February 2009
Wells Fargo Bank August 2003 - December 2006
Skills
Contract Negotiation, Real Estate, Real Estate Development, Management, Mergers & Acquisitions, Negotiation, Strategic Planning, Leases, Marketing, Strategy, Sales, Portfolio Management, Location Intelligence, Purchasing, Disposition, Analysis, Property Management, Retail, Finance, Corporate Real Estate, Shopping Centers, Commercial Real Estate, Lease Administration, Lease Negotiations, Franchising, Due Diligence, Dispositions
Education
The University of Texas at San Antonio 1988 — 1992
Kaplan University Denver
Smashburger August 2015 - Present
McDonald's Corporation September 2009 - July 2015
Starbucks Coffee Company December 2006 - February 2009
Wells Fargo Bank August 2003 - December 2006
Skills
Contract Negotiation, Real Estate, Real Estate Development, Management, Mergers & Acquisitions, Negotiation, Strategic Planning, Leases, Marketing, Strategy, Sales, Portfolio Management, Location Intelligence, Purchasing, Disposition, Analysis, Property Management, Retail, Finance, Corporate Real Estate, Shopping Centers, Commercial Real Estate, Lease Administration, Lease Negotiations, Franchising, Due Diligence, Dispositions
Education
The University of Texas at San Antonio 1988 — 1992
Kaplan University Denver
Wanida Black Wanida Black's Wells Fargo Bank Experience 2000 - 2004
Job Assistant Vice President Northern Nevada District Manager at One Nevada Credit Union
Industry Financial Services
Experience
One Nevada Credit Union May 2008 - Present
Wells Fargo Bank 2000 - 2004
Wells Fargo Bank 2000 - 2004
Skills
Sales Operations, Sales Presentations, Written & Oral..., Retail Banking, Sales Management, Strategic Planning, Small Business Owner, Project Management, Coaching Staff, Call Center..., Risk Management, Marketing Strategy, Organizational..., Events Coordination, New Business Development, Training Delivery, Situational Leadership, Strategic Financial..., Leadership, Banking, Customer Service, Loans, Sales, Financial Analysis
Education
Truckee Meadows Community College 2014 — 2017
Business Administration and Management, General, 3.51 GPA
One Nevada Credit Union May 2008 - Present
Wells Fargo Bank 2000 - 2004
Wells Fargo Bank 2000 - 2004
Skills
Sales Operations, Sales Presentations, Written & Oral..., Retail Banking, Sales Management, Strategic Planning, Small Business Owner, Project Management, Coaching Staff, Call Center..., Risk Management, Marketing Strategy, Organizational..., Events Coordination, New Business Development, Training Delivery, Situational Leadership, Strategic Financial..., Leadership, Banking, Customer Service, Loans, Sales, Financial Analysis
Education
Truckee Meadows Community College 2014 — 2017
Business Administration and Management, General, 3.51 GPA
Wohamar Anni Wohamar Anni's Wells Fargo Bank Experience February 2006 - June 2014
Job Substitute Teacher at Washoe County School District
Industry Education Management
Experience
Prologistix 2014 - Present
Washoe County School District 2014 - Present
Wells Fargo Bank February 2006 - June 2014
Wells Fargo Bank 2007 - 2007
West Corporation 2005 - 2006
Skills
cross-selling, computer software, customer service, Credit, Customer Service, Banking, Loans, Software, Cross Selling, Sales, Finance, Small Business Lending, Consumer Lending, Commercial Banking, Insurance, Microsoft Excel, Financial Analysis, Public Speaking
Education
University of Nevada, Reno 2011 — 2014
Bachelor's Degree, History, Minor in Political Science
Truckee Meadows Community College 2006 — 2011
Associate of Arts, History
The American College of Computer & Information Sciences (Sentinel University) 1999 — 2003
Bachelor's Degree, Information Systems
St. Joseph's Preparatory School 1993 — 1997
Secondary School Diploma
Prologistix 2014 - Present
Washoe County School District 2014 - Present
Wells Fargo Bank February 2006 - June 2014
Wells Fargo Bank 2007 - 2007
West Corporation 2005 - 2006
Skills
cross-selling, computer software, customer service, Credit, Customer Service, Banking, Loans, Software, Cross Selling, Sales, Finance, Small Business Lending, Consumer Lending, Commercial Banking, Insurance, Microsoft Excel, Financial Analysis, Public Speaking
Education
University of Nevada, Reno 2011 — 2014
Bachelor's Degree, History, Minor in Political Science
Truckee Meadows Community College 2006 — 2011
Associate of Arts, History
The American College of Computer & Information Sciences (Sentinel University) 1999 — 2003
Bachelor's Degree, Information Systems
St. Joseph's Preparatory School 1993 — 1997
Secondary School Diploma
Sue-Min Koh Sue-Min Koh's Wells Fargo Bank Experience January 2002 - January 2004
Job Engagement Programs Manager at Riot Games
Industry Computer Games
Experience
Riot Games January 2013 - Present
Riot Games March 2012 - December 2012
A Bit Lucky, Inc. July 2010 - January 2012
Booyah, Inc July 2010 - January 2012
Mercy Ships July 2009 - February 2010
Stryker May 2008 - August 2008
Wells Fargo Bank January 2002 - January 2004
Skills
Social Media, People Development, Human Resources, Market Research, Social Networking, Start-ups, Social Media Marketing, Online Advertising, Microsoft Office, Facebook, Email Marketing, Product Marketing, Community Management, Strategic Planning, Marketing, Recruiting, Management, Product Management, Leadership, Video Games, Strategy
Education
Thunderbird School of Global Management 2007 — 2009
MS, Global Management
Riot Games January 2013 - Present
Riot Games March 2012 - December 2012
A Bit Lucky, Inc. July 2010 - January 2012
Booyah, Inc July 2010 - January 2012
Mercy Ships July 2009 - February 2010
Stryker May 2008 - August 2008
Wells Fargo Bank January 2002 - January 2004
Skills
Social Media, People Development, Human Resources, Market Research, Social Networking, Start-ups, Social Media Marketing, Online Advertising, Microsoft Office, Facebook, Email Marketing, Product Marketing, Community Management, Strategic Planning, Marketing, Recruiting, Management, Product Management, Leadership, Video Games, Strategy
Education
Thunderbird School of Global Management 2007 — 2009
MS, Global Management
Amina Mujic Amina Mujic's Wells Fargo Bank Experience January 2013 - August 2014
Job Bilingual Legal Assistant
Industry Legal Services
Experience
Naima Said and Associates August 2014 - Present
Wells Fargo Bank January 2013 - August 2014
Icy Delights March 2008 - October 2012
Chartwells Higher Education Dining Services March 2012 - May 2012
People's Community Clinic March 2012 - May 2012
Bath & Body Works October 2011 - January 2012
Maryland Financial Bank May 2010 - June 2010
P.F. Chang's China Bistro January 2010 - March 2010
Skills
Customer Service, Banking, Foreign Languages, Translation, Interpretation, Task Completion, Close Attention to..., Spanish, Sales, Teamwork, Microsoft Office, Microsoft Word, Time Management, Data Entry
Education
Towson University 2009 — 2013
Bachelor of Arts (B.A.), Spanish
Towson University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Naima Said and Associates August 2014 - Present
Wells Fargo Bank January 2013 - August 2014
Icy Delights March 2008 - October 2012
Chartwells Higher Education Dining Services March 2012 - May 2012
People's Community Clinic March 2012 - May 2012
Bath & Body Works October 2011 - January 2012
Maryland Financial Bank May 2010 - June 2010
P.F. Chang's China Bistro January 2010 - March 2010
Skills
Customer Service, Banking, Foreign Languages, Translation, Interpretation, Task Completion, Close Attention to..., Spanish, Sales, Teamwork, Microsoft Office, Microsoft Word, Time Management, Data Entry
Education
Towson University 2009 — 2013
Bachelor of Arts (B.A.), Spanish
Towson University 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Memorie Bonham's Wells Fargo Bank Experience September 2010 - June 2011
Job Career Representative II at Everest College
Industry Education Management
Experience
Everest College June 2011 - December 2012
Wells Fargo Bank September 2010 - June 2011
Troy University August 2008 - May 2010
Compass Bank January 2006 - January 2007
Skills
Information Audit, Account Management, Operational Excellence, Portfolio Management, Project Coordination, Cash Management, Negotiable Instruments, Screening Resumes, Operational Planning, Manage Client..., Event Planning, Recruiting, Guest Lecturing, Management, Branch Banking, Public Speaking, Writing, Team Management, Presentation Coaching, Presentations, Notary Public, Career Counseling, Coaching, Training
Education
Troy University 2008 — 2010
Business Administration, Marketing
University of Arizona 2004 — 2006
General Business
Everest College June 2011 - December 2012
Wells Fargo Bank September 2010 - June 2011
Troy University August 2008 - May 2010
Compass Bank January 2006 - January 2007
Skills
Information Audit, Account Management, Operational Excellence, Portfolio Management, Project Coordination, Cash Management, Negotiable Instruments, Screening Resumes, Operational Planning, Manage Client..., Event Planning, Recruiting, Guest Lecturing, Management, Branch Banking, Public Speaking, Writing, Team Management, Presentation Coaching, Presentations, Notary Public, Career Counseling, Coaching, Training
Education
Troy University 2008 — 2010
Business Administration, Marketing
University of Arizona 2004 — 2006
General Business
Randall M. Rojas Randall M. Rojas's Wells Fargo Bank Experience February 2001 - May 2009
Job Vice President Commercial Relationship Manager & CRA Director Houston Market
Industry International Trade and Development
Experience
IBERIABANK October 2012 - Present
Lone Star Extremities August 2011 - October 2012
MIH Business Brokers and Consultants January 2008 - October 2012
Smart Financial Credit Union January 2010 - December 2011
Foot and Ankle Centers of North Houston August 2008 - January 2010
Wells Fargo Bank February 2001 - May 2009
Skills
Banking, Marketing Strategy, Statistics, Strategic Planning, Customer Relations, Excel, Microsoft Office, Performance Management, Sales Management, Team Building, Strategic Negotiations, Bilingual Communications, Notary Public, Regulatory Affairs, International Sales, Customer Satisfaction, Medical Sales, Sales, Business Planning, Marketing, Customer Service, Management, Business Development, Finance, Strategy, Financial Analysis
Education
University of Houston 2000 — 2003
BBA, Management, marketing, finance
Thunderbird School of Global Management
International Negotiations, International Business
IBERIABANK October 2012 - Present
Lone Star Extremities August 2011 - October 2012
MIH Business Brokers and Consultants January 2008 - October 2012
Smart Financial Credit Union January 2010 - December 2011
Foot and Ankle Centers of North Houston August 2008 - January 2010
Wells Fargo Bank February 2001 - May 2009
Skills
Banking, Marketing Strategy, Statistics, Strategic Planning, Customer Relations, Excel, Microsoft Office, Performance Management, Sales Management, Team Building, Strategic Negotiations, Bilingual Communications, Notary Public, Regulatory Affairs, International Sales, Customer Satisfaction, Medical Sales, Sales, Business Planning, Marketing, Customer Service, Management, Business Development, Finance, Strategy, Financial Analysis
Education
University of Houston 2000 — 2003
BBA, Management, marketing, finance
Thunderbird School of Global Management
International Negotiations, International Business
Henry (Hank) Ritchie's Wells Fargo Bank Experience June 2009 - July 2010
Job
Industry Information Technology and Services
Experience
Pixiboard January 2014 - Present
Various April 2011 - April 2014
Wells Fargo Bank June 2009 - July 2010
Wells Fargo Bank August 2005 - June 2009
Wells Fargo September 2003 - July 2005
Various February 2002 - September 2003
Nextera April 2000 - April 2001
The Communications Group October 1996 - March 2000
Strategent Tecnologies January 1996 - September 1996
The Communications Group October 1994 - January 1996
Skills
Project Management, Release Management, Operations Management, Business Analysis, Business Process..., SDLC, Management, Business Planning, Software Project..., Integration, Visio, Agile Methodologies, MS Project, Start-ups, Requirements Analysis, Process Improvement, Software Development, CRM, Outsourcing, Data Center, Vendor Management, Consulting, Business Process, Training, Business Intelligence, IT Strategy, Team Building, PMO, Strategy, Management Consulting, Banking, Program Management, Cross-functional Team...
Education
Tulane University 1982 — 1986
Bachelor of Arts (BA)
Pixiboard January 2014 - Present
Various April 2011 - April 2014
Wells Fargo Bank June 2009 - July 2010
Wells Fargo Bank August 2005 - June 2009
Wells Fargo September 2003 - July 2005
Various February 2002 - September 2003
Nextera April 2000 - April 2001
The Communications Group October 1996 - March 2000
Strategent Tecnologies January 1996 - September 1996
The Communications Group October 1994 - January 1996
Skills
Project Management, Release Management, Operations Management, Business Analysis, Business Process..., SDLC, Management, Business Planning, Software Project..., Integration, Visio, Agile Methodologies, MS Project, Start-ups, Requirements Analysis, Process Improvement, Software Development, CRM, Outsourcing, Data Center, Vendor Management, Consulting, Business Process, Training, Business Intelligence, IT Strategy, Team Building, PMO, Strategy, Management Consulting, Banking, Program Management, Cross-functional Team...
Education
Tulane University 1982 — 1986
Bachelor of Arts (BA)
Scott Hauck, MBA Scott Hauck, MBA's Wells Fargo Bank Experience April 2005 - June 2007
Job Director, Digital Channels at ThomasARTS | ROI Driven Digital Marketing Executive | Modern Marketing Expert
Industry Marketing and Advertising
Experience
ThomasARTS April 2015 - Present
Mountain America Credit Union August 2014 - April 2015
Kele, Inc. October 2012 - September 2014
ServiceMaster - American Home Shield March 2011 - November 2012
SDH Management December 2008 - March 2011
JPMorgan Chase June 2007 - December 2008
Wells Fargo Bank April 2005 - June 2007
Skills
Sales, Strategic Planning, Marketing Strategy, Direct Marketing, New Business Development, Marketing, B2B Marketing, Brand Management, Demand Generation, Digital Marketing, Eloqua, Lead Generation, Salesforce Administrator, Marketing Automation, Management, Account Management, Integrated Marketing, Market Research, B2B, Leadership, Marketing Management, Training, P&L Management, Forecasting, Competitive Analysis, CRM, Product Marketing, Analytics, Product Development, Online Marketing, Email Marketing, E-commerce, Cross-functional Team..., Negotiation, Strategic Partnerships, Strategy
Education
Thunderbird School of Global Management
MBA, Global Management, International Marketing Strategy and Brand Management
Utah State University
BA, Economics, Marketing, Mandarin Chinese
ThomasARTS April 2015 - Present
Mountain America Credit Union August 2014 - April 2015
Kele, Inc. October 2012 - September 2014
ServiceMaster - American Home Shield March 2011 - November 2012
SDH Management December 2008 - March 2011
JPMorgan Chase June 2007 - December 2008
Wells Fargo Bank April 2005 - June 2007
Skills
Sales, Strategic Planning, Marketing Strategy, Direct Marketing, New Business Development, Marketing, B2B Marketing, Brand Management, Demand Generation, Digital Marketing, Eloqua, Lead Generation, Salesforce Administrator, Marketing Automation, Management, Account Management, Integrated Marketing, Market Research, B2B, Leadership, Marketing Management, Training, P&L Management, Forecasting, Competitive Analysis, CRM, Product Marketing, Analytics, Product Development, Online Marketing, Email Marketing, E-commerce, Cross-functional Team..., Negotiation, Strategic Partnerships, Strategy
Education
Thunderbird School of Global Management
MBA, Global Management, International Marketing Strategy and Brand Management
Utah State University
BA, Economics, Marketing, Mandarin Chinese
Brent Byrd Brent Byrd's Wells Fargo Bank Experience March 2008 - March 2009
Job Synthetic GIC Analyst at AEGON Americas
Industry Investment Management
Experience
AEGON Americas June 2011 - Present
T. Rowe Price March 2009 - November 2011
Wells Fargo Bank March 2008 - March 2009
Skills
Investments, Mutual Funds, Series 6, Portfolio Management
Education
Towson University
AEGON Americas June 2011 - Present
T. Rowe Price March 2009 - November 2011
Wells Fargo Bank March 2008 - March 2009
Skills
Investments, Mutual Funds, Series 6, Portfolio Management
Education
Towson University
Douglas Jorgensen MBA's Wells Fargo Bank Experience June 2013 - Present
Job Sr. Vice President & Sr. Relationship Manager for Wells Fargo Bank Commercial Banking
Industry Banking
Experience
Wells Fargo Bank June 2013 - Present
Wells Fargo Bank April 2000 - June 2013
Norwest Bank and Wells Fargo Bank 1996 - 2000
U.S. Bank 1989 - 1996
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Small Business Lending, Credit Analysis, Portfolio Management, Treasury Management, Asset Based Lending, Financial Analysis, Underwriting, Lines Of Credit, Loan Origination, Cash Management, Credit Risk, Financial Modeling, Financial Services, Commercial Mortgages, Strategic Financial..., Financial Planning
Education
The University of Texas at San Antonio 1998 — 2000
MBA, International Business
University of Washington, Michael G. Foster School of Business 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
Wells Fargo Bank June 2013 - Present
Wells Fargo Bank April 2000 - June 2013
Norwest Bank and Wells Fargo Bank 1996 - 2000
U.S. Bank 1989 - 1996
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Small Business Lending, Credit Analysis, Portfolio Management, Treasury Management, Asset Based Lending, Financial Analysis, Underwriting, Lines Of Credit, Loan Origination, Cash Management, Credit Risk, Financial Modeling, Financial Services, Commercial Mortgages, Strategic Financial..., Financial Planning
Education
The University of Texas at San Antonio 1998 — 2000
MBA, International Business
University of Washington, Michael G. Foster School of Business 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
D. Anthony Miles, Ph.D., MCP, RBA, CMA, MBC D. Anthony Miles, Ph.D., MCP, RBA, CMA, MBC's Wells Fargo Bank Experience July 1997 - July 2002
Job CEO/Founder ● Miles Development Industries Corporation® ● Nationally Known Business and Marketng Expert ●Talk Show Host
Industry Venture Capital & Private Equity
Experience
Miles Development Industries Corporation ® January 2013 - Present
Game On Business Talk Radio® December 2012 - Present
ForensisGroup January 2012 - Present
Prosperity Publications, L.L.C. April 2014 - March 2015
Our Lady of the Lake University August 2011 - August 2014
Texas A&M University-San Antonio August 2009 - December 2012
Centro Universitario Incarnate Word (CIW)-Mexico City, Mexico August 2006 - December 2006
PAC Incorporated January 2002 - January 2005
Wells Fargo Bank July 1997 - July 2002
Skills
Entrepreneurship, Market Research, Statistics, Marketing, Start-ups, Marketing Strategy, Market Analysis, Mergers & Acquisitions, SPSS, Structual Equation..., Small Business, Social Media Marketing, Business Analytics, Consulting, Legal Expert Witness, Strategy, Strategic Planning, Economic Development, Competitive Intelligence, Forensic Marketing, Turn Around Management, Research Design, Business Planning, Training, Private Equity, Venture Capital, Analysis
Education
University of the Incarnate Word
Ph.D/MBA, Entrepreneurship/General Business
Our Lady of the Lake University
Master of Business Administration (MBA), International Business
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Marketing/Marketing Management
Miles Development Industries Corporation ® January 2013 - Present
Game On Business Talk Radio® December 2012 - Present
ForensisGroup January 2012 - Present
Prosperity Publications, L.L.C. April 2014 - March 2015
Our Lady of the Lake University August 2011 - August 2014
Texas A&M University-San Antonio August 2009 - December 2012
Centro Universitario Incarnate Word (CIW)-Mexico City, Mexico August 2006 - December 2006
PAC Incorporated January 2002 - January 2005
Wells Fargo Bank July 1997 - July 2002
Skills
Entrepreneurship, Market Research, Statistics, Marketing, Start-ups, Marketing Strategy, Market Analysis, Mergers & Acquisitions, SPSS, Structual Equation..., Small Business, Social Media Marketing, Business Analytics, Consulting, Legal Expert Witness, Strategy, Strategic Planning, Economic Development, Competitive Intelligence, Forensic Marketing, Turn Around Management, Research Design, Business Planning, Training, Private Equity, Venture Capital, Analysis
Education
University of the Incarnate Word
Ph.D/MBA, Entrepreneurship/General Business
Our Lady of the Lake University
Master of Business Administration (MBA), International Business
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Marketing/Marketing Management
Jaclyn (Jaci) Noel Jaclyn (Jaci) Noel's Wells Fargo Bank Experience 2003 - Present
Job SVP & Senior Private Banker
Industry Banking
Experience
Wells Fargo Bank 2003 - Present
Wells Fargo 1999 - 2003
Norwest Bank 1995 - 1998
Norwest Bank 1992 - 1994
Skills
Commercial Lending, Credit, Loans, Commercial Banking, Strategic Financial..., Financial Services, Portfolio Management, Financial Analysis, Corporate Finance, Finance, Banking, Credit Analysis, Financial Planning, Treasury Management, Wealth Management
Education
Thunderbird School of Global Management 1983 — 1984
Master's Degree, International Business
College of St. Thomas 1978 — 1982
Bachelor's Degree, Business Administration and Spanish, Magna Cum Laude
Wells Fargo Bank 2003 - Present
Wells Fargo 1999 - 2003
Norwest Bank 1995 - 1998
Norwest Bank 1992 - 1994
Skills
Commercial Lending, Credit, Loans, Commercial Banking, Strategic Financial..., Financial Services, Portfolio Management, Financial Analysis, Corporate Finance, Finance, Banking, Credit Analysis, Financial Planning, Treasury Management, Wealth Management
Education
Thunderbird School of Global Management 1983 — 1984
Master's Degree, International Business
College of St. Thomas 1978 — 1982
Bachelor's Degree, Business Administration and Spanish, Magna Cum Laude
Jamison Lamb Jamison Lamb's Wells Fargo Bank Experience September 2003 - August 2010
Job Store Manager
Industry Consumer Goods
Experience
Jacksoorens Food St July 2012 - Present
Wells Fargo Bank September 2003 - August 2010
Circus Circus Reno March 1997 - September 2003
Skills
Teamwork, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Banking, Public Speaking, Teaching, Coaching, Outlook, Research, Strategic Planning, Loans, Credit, Sales
Education
Truckee Meadows Community College 2009 — 2012
University or Nevada, Las Vegas, Art/Art Studies, General
Jacksoorens Food St July 2012 - Present
Wells Fargo Bank September 2003 - August 2010
Circus Circus Reno March 1997 - September 2003
Skills
Teamwork, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Banking, Public Speaking, Teaching, Coaching, Outlook, Research, Strategic Planning, Loans, Credit, Sales
Education
Truckee Meadows Community College 2009 — 2012
University or Nevada, Las Vegas, Art/Art Studies, General
Adam J. Varga, CFA Adam J. Varga, CFA's Wells Fargo Bank Experience August 2007 - March 2013
Job Vice President, Regional Investment Consultant at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 2013 - Present
Wells Fargo Bank August 2007 - March 2013
Charles Schwab October 2005 - August 2007
Piper Jaffray May 2004 - October 2005
Westwind School of Aeronautics 2002 - 2004
Skills
Mutual Funds, Securities, Asset Allocation, Equities, Retirement, Asset Managment, Wealth Management, Investment Strategies, 401k, Investment Advisory, Retirement Planning, Alternative Investments, ETFs, Strategic Financial..., Portfolio Management, Financial Advisory, Defined Benefit, Institutional..., Institutional, Pensions, Economics, Financial Services, Trading, Investment Advisory..., Stocks, Defined Contribution, Chartered Financial..., Retirement Plan..., Bloomberg, Separately Managed..., Bonds, Investment Management, Series 7, Series 63, Asset Management
Education
Transylvania University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
T. Rowe Price March 2013 - Present
Wells Fargo Bank August 2007 - March 2013
Charles Schwab October 2005 - August 2007
Piper Jaffray May 2004 - October 2005
Westwind School of Aeronautics 2002 - 2004
Skills
Mutual Funds, Securities, Asset Allocation, Equities, Retirement, Asset Managment, Wealth Management, Investment Strategies, 401k, Investment Advisory, Retirement Planning, Alternative Investments, ETFs, Strategic Financial..., Portfolio Management, Financial Advisory, Defined Benefit, Institutional..., Institutional, Pensions, Economics, Financial Services, Trading, Investment Advisory..., Stocks, Defined Contribution, Chartered Financial..., Retirement Plan..., Bloomberg, Separately Managed..., Bonds, Investment Management, Series 7, Series 63, Asset Management
Education
Transylvania University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Adan Moreno III's Wells Fargo Bank Experience August 2005 - December 2007
Job Management
Industry Package/Freight Delivery
Experience
UPS December 2013 - Present
Two Men and A Truck May 2012 - August 2013
PFS Investments December 2011 - May 2012
Merrill Lynch January 2008 - January 2009
Wells Fargo Bank August 2005 - December 2007
Skills
Management, Sales, Wealth Management, Banking, Finance, Insurance, Customer Service, Entrepreneurship, Marketing, Coaching, Credit, Team Building, CRM, Marketing Strategy, Strategic Planning
Education
The University of Texas at San Antonio 2002 — 2009
B.B.A., Finance
UPS December 2013 - Present
Two Men and A Truck May 2012 - August 2013
PFS Investments December 2011 - May 2012
Merrill Lynch January 2008 - January 2009
Wells Fargo Bank August 2005 - December 2007
Skills
Management, Sales, Wealth Management, Banking, Finance, Insurance, Customer Service, Entrepreneurship, Marketing, Coaching, Credit, Team Building, CRM, Marketing Strategy, Strategic Planning
Education
The University of Texas at San Antonio 2002 — 2009
B.B.A., Finance
Regina Del Rosario Regina Del Rosario's Wells Fargo Bank Experience August 2011 - Present
Job Branch Manager for Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Wells Fargo Bank August 2011 - Present
Wells Fargo Bank June 2013 - July 2014
Bare Escentuals April 2010 - March 2011
Charlotte Russe June 2009 - April 2010
SunTrust Bank December 2007 - June 2009
Education
Some College
High School Diploma, Business Management
Thomas Nelson Community College
Business Management
Wells Fargo July 2014 - Present
Wells Fargo Bank August 2011 - Present
Wells Fargo Bank June 2013 - July 2014
Bare Escentuals April 2010 - March 2011
Charlotte Russe June 2009 - April 2010
SunTrust Bank December 2007 - June 2009
Education
Some College
High School Diploma, Business Management
Thomas Nelson Community College
Business Management
Elizabeth Capdevila Elizabeth Capdevila's Wells Fargo Bank Experience January 1993 - May 1995
Job Director at KPMG
Industry Management Consulting
Experience
KPMG June 2012 - Present
KPMG US January 2011 - May 2012
KPMG January 2004 - December 2010
KPMG April 2003 - December 2003
Rogen International February 2001 - March 2003
Citi May 1995 - January 2001
Wells Fargo Bank January 1993 - May 1995
Skills
Sustainability, Strategic Planning, Tax, Management Consulting, Financial Analysis, International Business
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2010
RETool Professional Certificate
Thunderbird School of Global Management 1990 — 1991
MBA
University of Wisconsin-Madison 1982 — 1986
BA
Waukesha North High School
KPMG June 2012 - Present
KPMG US January 2011 - May 2012
KPMG January 2004 - December 2010
KPMG April 2003 - December 2003
Rogen International February 2001 - March 2003
Citi May 1995 - January 2001
Wells Fargo Bank January 1993 - May 1995
Skills
Sustainability, Strategic Planning, Tax, Management Consulting, Financial Analysis, International Business
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2010
RETool Professional Certificate
Thunderbird School of Global Management 1990 — 1991
MBA
University of Wisconsin-Madison 1982 — 1986
BA
Waukesha North High School
Eileen Johnstone, CTP Eileen Johnstone, CTP's Wells Fargo Bank Experience 1979 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 1979 - Present
Education
Thomas Edison State College
Wells Fargo Bank 1979 - Present
Education
Thomas Edison State College
Holly Mills Holly Mills's Wells Fargo Bank Experience September 1995 - Present
Job Business Associate at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 1995 - Present
Nike 1992 - 1995
Skills
Banking, Customer Service, Loans, Portfolio Management, Credit, Microsoft Excel, Finance, Small Business Lending, Commercial Banking, Lines Of Credit, Consumer Lending, Cross Selling, Loan Origination, Asset Based Lending, Treasury Management, Sales
Education
Thomas Nelson Community College 1992 — 1993
Lafayette High School, Williamsburg, VA 1988 — 1992
Wells Fargo Bank September 1995 - Present
Nike 1992 - 1995
Skills
Banking, Customer Service, Loans, Portfolio Management, Credit, Microsoft Excel, Finance, Small Business Lending, Commercial Banking, Lines Of Credit, Consumer Lending, Cross Selling, Loan Origination, Asset Based Lending, Treasury Management, Sales
Education
Thomas Nelson Community College 1992 — 1993
Lafayette High School, Williamsburg, VA 1988 — 1992
Landon Pitcher's Wells Fargo Bank Experience May 2007 - May 2010
Job Financial & Business Analyst
Industry Oil & Energy
Experience
XTO Energy July 2014 - Present
ExxonMobil February 2013 - Present
Cisco Systems March 2012 - August 2012
Lifetime Products December 2010 - January 2011
Wells Fargo Bank May 2007 - May 2010
Oakridge Country Club May 2002 - August 2004
Skills
Financial Sales, Sales Skills Training, Hospitality Management, Customer Service Skills..., International Business, Financial Analysis, Business Strategy, Sales Management, Valuation, Customer Relations, Team Leadership, Customer Service, Analysis, Management Consulting, Operations Management, Public Speaking, Excel, Microsoft Office, Microsoft Excel, Marketing Strategy, Customer Service..., Forecasting, Entrepreneurship, Selling Skills, Leadership, Cross-functional Team..., Strategy, Strategic Planning, Sales Finance, Consulting
Education
Thunderbird School of Global Management 2010 — 2012
Master of Business Administration (MBA), Global Management
Weber State University 2006 — 2010
BS, Business Administration
Davis High School 2001 — 2004
XTO Energy July 2014 - Present
ExxonMobil February 2013 - Present
Cisco Systems March 2012 - August 2012
Lifetime Products December 2010 - January 2011
Wells Fargo Bank May 2007 - May 2010
Oakridge Country Club May 2002 - August 2004
Skills
Financial Sales, Sales Skills Training, Hospitality Management, Customer Service Skills..., International Business, Financial Analysis, Business Strategy, Sales Management, Valuation, Customer Relations, Team Leadership, Customer Service, Analysis, Management Consulting, Operations Management, Public Speaking, Excel, Microsoft Office, Microsoft Excel, Marketing Strategy, Customer Service..., Forecasting, Entrepreneurship, Selling Skills, Leadership, Cross-functional Team..., Strategy, Strategic Planning, Sales Finance, Consulting
Education
Thunderbird School of Global Management 2010 — 2012
Master of Business Administration (MBA), Global Management
Weber State University 2006 — 2010
BS, Business Administration
Davis High School 2001 — 2004
Joseph Sweeney, PMP, CSM, CSSBB Joseph Sweeney, PMP, CSM, CSSBB's Wells Fargo Bank Experience September 2007 - August 2008
Job Project Manager at Capstone Turbine Corporation
Industry Oil & Energy
Experience
Capstone Turbine Corporation August 2013 - Present
Capstone Turbine Corporation August 2011 - August 2013
JP Morgan Chase September 2009 - December 2010
USAA August 2008 - September 2009
Wells Fargo Bank September 2007 - August 2008
Skills
Process Improvement, Project Management, Risk Management, Program Management, Forecasting, Product Development, Six Sigma, Analysis, Change Management, Earned Value Management, MS Project, Accounting, Business Analysis, Business Intelligence, Capital Budgeting, Continuous Improvement, Cross-functional Team..., Dashboarding, Financial Modeling, PMP, Project Planning, Strategic Planning, Business Process..., Financial Analysis, Financial Reporting, Process Automation, Program Evaluation, Project Governance, Project Server, SAP, Leadership, Management
Education
The University of Texas at San Antonio 2008 — 2010
BS , Business Administration, Emphasis in Finance/Management
Capstone Turbine Corporation August 2013 - Present
Capstone Turbine Corporation August 2011 - August 2013
JP Morgan Chase September 2009 - December 2010
USAA August 2008 - September 2009
Wells Fargo Bank September 2007 - August 2008
Skills
Process Improvement, Project Management, Risk Management, Program Management, Forecasting, Product Development, Six Sigma, Analysis, Change Management, Earned Value Management, MS Project, Accounting, Business Analysis, Business Intelligence, Capital Budgeting, Continuous Improvement, Cross-functional Team..., Dashboarding, Financial Modeling, PMP, Project Planning, Strategic Planning, Business Process..., Financial Analysis, Financial Reporting, Process Automation, Program Evaluation, Project Governance, Project Server, SAP, Leadership, Management
Education
The University of Texas at San Antonio 2008 — 2010
BS , Business Administration, Emphasis in Finance/Management
Paty Cabrales Paty Cabrales's Wells Fargo Bank Experience January 2002 - November 2005
Job Sr. Loan Officer
Industry Financial Services
Experience
Team Cabrales @ NLC Loans June 2015 - Present
Fairway Independent Mortgage Corporation NMLS2289 June 2010 - June 2015
Wells Fargo Bank January 2002 - November 2005
Wells Fargo Financial February 1997 - January 2002
Skills
FHA, Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, VA loans, FHA financing, Loans, Investments, USDA, Credit, First Time Home Buyers, Investment Properties, Construction Loans, Real Estate Financing, Government Loans, Reverse Mortgages, Certified Mortgage..., Sellers, Mortgage Underwriting, Home Equity Loans, Mortgage Marketing, Debt Consolidation, Rates, Real Estate, Real Estate Transactions, Underwriting, Credit Analysis, Real Estate Economics, FHA Financing, Interest Rates, VA Loans
Education
The University of Texas-Pan American 2003 — 2006
BBA, International Business
Team Cabrales @ NLC Loans June 2015 - Present
Fairway Independent Mortgage Corporation NMLS2289 June 2010 - June 2015
Wells Fargo Bank January 2002 - November 2005
Wells Fargo Financial February 1997 - January 2002
Skills
FHA, Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, Residential Mortgages, VA loans, FHA financing, Loans, Investments, USDA, Credit, First Time Home Buyers, Investment Properties, Construction Loans, Real Estate Financing, Government Loans, Reverse Mortgages, Certified Mortgage..., Sellers, Mortgage Underwriting, Home Equity Loans, Mortgage Marketing, Debt Consolidation, Rates, Real Estate, Real Estate Transactions, Underwriting, Credit Analysis, Real Estate Economics, FHA Financing, Interest Rates, VA Loans
Education
The University of Texas-Pan American 2003 — 2006
BBA, International Business
Ralph Dickman Ralph Dickman's Wells Fargo Bank Experience 2006 - January 2011
Job VP, Sr Private Client Advisor to Entrepreneurs and Business Owners at City National Bank
Industry Financial Services
Experience
City National Bank July 2011 - Present
Wells Fargo Bank 2006 - January 2011
Wells Fargo 2005 - 2006
Morgan Stanley 2002 - 2005
Quantum 1998 - 2001
Seagate 1995 - 2000
Maxtor 1987 - 2000
Interex 1999 - 1999
Dataquest 1984 - 1990
Mag Media 1982 - 1984
Skills
Portfolio Management, Estate Planning, Business Succession..., Team Leadership, Account Management, P&L responsibility, Commercial Banking, Credit, Banking, Wealth Management, Leadership, Small Business Lending, Sales, Loans, Entrepreneurship, Private Banking, Management, Finance, Commercial Lending, Financial Services, P
Education
Trinity College-Hartford 1968 — 1972
BA, English
City National Bank July 2011 - Present
Wells Fargo Bank 2006 - January 2011
Wells Fargo 2005 - 2006
Morgan Stanley 2002 - 2005
Quantum 1998 - 2001
Seagate 1995 - 2000
Maxtor 1987 - 2000
Interex 1999 - 1999
Dataquest 1984 - 1990
Mag Media 1982 - 1984
Skills
Portfolio Management, Estate Planning, Business Succession..., Team Leadership, Account Management, P&L responsibility, Commercial Banking, Credit, Banking, Wealth Management, Leadership, Small Business Lending, Sales, Loans, Entrepreneurship, Private Banking, Management, Finance, Commercial Lending, Financial Services, P
Education
Trinity College-Hartford 1968 — 1972
BA, English
Brettine Morris Brettine Morris's Wells Fargo Bank Experience August 1983 - July 1997
Job Training Manager at Great Basin Federal Credit Union
Industry Banking
Experience
Great Basin Federal Credit Union July 1997 - Present
Wells Fargo Bank August 1983 - July 1997
Skills
Training, Traning Certification, Creating Member Loyalty..., Sales Strategies..., Performance Management, IRA Specialist, Training Delivery, Talent Management, Sales, Employee Relations, Employee Engagement, Marketing Strategy, Soft Skills, Employee Training, Leadership Development, Management Development, Organizational..., Recruiting
Education
Truckee Meadows Community College 1980 — 1992
Finance, General
Lumen Cordium High School 1975 — 1978
High School Diploma
Great Basin Federal Credit Union July 1997 - Present
Wells Fargo Bank August 1983 - July 1997
Skills
Training, Traning Certification, Creating Member Loyalty..., Sales Strategies..., Performance Management, IRA Specialist, Training Delivery, Talent Management, Sales, Employee Relations, Employee Engagement, Marketing Strategy, Soft Skills, Employee Training, Leadership Development, Management Development, Organizational..., Recruiting
Education
Truckee Meadows Community College 1980 — 1992
Finance, General
Lumen Cordium High School 1975 — 1978
High School Diploma
Joe E Bailey Joe E Bailey's Wells Fargo Bank Experience August 1998 - July 2000
Job Chairman at Civil Service Comission
Industry Management Consulting
Experience
Timesavers Data / All Precision Mail May 2009 - December 2011
Royal Sleep Products, Ltd August 2000 - October 2008
Wells Fargo Bank August 1998 - July 2000
City of Watauga Texas May 1990 - June 1997
Education
The University of Texas-Pan American
BBA, Business Administartion
University of North Texas
Bachelor of Business Administration (B.B.A.), Business Administration and Management
PSJA ISD
High School Graduate
Timesavers Data / All Precision Mail May 2009 - December 2011
Royal Sleep Products, Ltd August 2000 - October 2008
Wells Fargo Bank August 1998 - July 2000
City of Watauga Texas May 1990 - June 1997
Education
The University of Texas-Pan American
BBA, Business Administartion
University of North Texas
Bachelor of Business Administration (B.B.A.), Business Administration and Management
PSJA ISD
High School Graduate
Ryan Glenn's Wells Fargo Bank Experience April 2010 - April 2011
Job Experienced consumer electronics salesperson with a passion to exceed clients' expectations...
Industry Consumer Electronics
Experience
Bjorn's Audio/Video January 2012 - Present
Bjorn's Audio/Video July 2005 - January 2012
Wells Fargo Bank April 2010 - April 2011
Best Buy January 2001 - June 2005
Skills
Retail, Profit, Sales, Merchandising, Customer Service, Sales Management, Team Building, Negotiation, Inventory Management, Coaching, Selling, Microsoft Office, Pricing, Team Leadership, Leadership, Home Theater, Management
Education
The University of Texas at San Antonio 2001 — 2005
Bachelor, Criminal Justice
Bjorn's Audio/Video January 2012 - Present
Bjorn's Audio/Video July 2005 - January 2012
Wells Fargo Bank April 2010 - April 2011
Best Buy January 2001 - June 2005
Skills
Retail, Profit, Sales, Merchandising, Customer Service, Sales Management, Team Building, Negotiation, Inventory Management, Coaching, Selling, Microsoft Office, Pricing, Team Leadership, Leadership, Home Theater, Management
Education
The University of Texas at San Antonio 2001 — 2005
Bachelor, Criminal Justice
Jim Sinor Jim Sinor's Wells Fargo Bank Experience January 1997 - January 1998
Job Head of Acquisition Marketing
Industry Renewables & Environment
Experience
Return Path September 2014 - April 2015
TW9 Consulting July 2013 - September 2014
Epsilon International March 2007 - July 2013
JOL MANAGEMENT, INC February 2006 - March 2007
NAUTILUS, INC January 2005 - February 2006
Emyco International, Inc. January 1998 - January 2003
Wells Fargo Bank January 1997 - January 1998
Bank of America January 1995 - January 1997
Education
Thunderbird School of Global Management
MBA, International Management
University of California, Berkeley
BS, Agriculture and Resouce Economics
Return Path September 2014 - April 2015
TW9 Consulting July 2013 - September 2014
Epsilon International March 2007 - July 2013
JOL MANAGEMENT, INC February 2006 - March 2007
NAUTILUS, INC January 2005 - February 2006
Emyco International, Inc. January 1998 - January 2003
Wells Fargo Bank January 1997 - January 1998
Bank of America January 1995 - January 1997
Education
Thunderbird School of Global Management
MBA, International Management
University of California, Berkeley
BS, Agriculture and Resouce Economics
Marshall Pipkin Marshall Pipkin's Wells Fargo Bank Experience October 2009 - May 2011
Job Branch Manager at FirstMark Credit Union
Industry Banking
Experience
Firstmark Credit Union June 2011 - Present
Wells Fargo Bank October 2009 - May 2011
Wells Fargo Bank August 2005 - October 2009
Wells Fargo Bank November 2002 - August 2005
Harlingen Chamber of Commerce May 1992 - November 1997
Skills
Loans, Marketing, Credit, Small Business Lending, Leadership, Mortgage Lending, Commercial Lending, Banking, Finance, Sales Management, Strategy, Team Building, Loan Origination, Analysis, Consumer Lending, Management
Education
The University of Texas-Pan American 1988 — 1992
Firstmark Credit Union June 2011 - Present
Wells Fargo Bank October 2009 - May 2011
Wells Fargo Bank August 2005 - October 2009
Wells Fargo Bank November 2002 - August 2005
Harlingen Chamber of Commerce May 1992 - November 1997
Skills
Loans, Marketing, Credit, Small Business Lending, Leadership, Mortgage Lending, Commercial Lending, Banking, Finance, Sales Management, Strategy, Team Building, Loan Origination, Analysis, Consumer Lending, Management
Education
The University of Texas-Pan American 1988 — 1992
Elizabeth R. Atkins's Wells Fargo Bank Experience January 2011 - Present
Job Executive Vice President at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank January 2011 - Present
Wells Fargo January 2006 - July 2011
Bank of America November 2000 - January 2006
Bank One June 1998 - November 2000
Wells Fargo HSBC Trade Bank, NA May 1996 - July 1998
Bank One July 1993 - May 1996
Education
Thunderbird School of Global Management 1991 — 1992
MBA, International Business, with Distinction
University of Arizona 1986 — 1990
BA, Spanish, Philosophy, cum laude
Universidad de Salamanca 1988 — 1989
Filologia Española
Wells Fargo Bank January 2011 - Present
Wells Fargo January 2006 - July 2011
Bank of America November 2000 - January 2006
Bank One June 1998 - November 2000
Wells Fargo HSBC Trade Bank, NA May 1996 - July 1998
Bank One July 1993 - May 1996
Education
Thunderbird School of Global Management 1991 — 1992
MBA, International Business, with Distinction
University of Arizona 1986 — 1990
BA, Spanish, Philosophy, cum laude
Universidad de Salamanca 1988 — 1989
Filologia Española
Jacob Bakst Jacob Bakst's Wells Fargo Bank Experience April 2006 - August 2008
Job Loan Officer at ExportImport Bank of the United States Trade Finance Division
Industry Banking
Experience
Export-Import Bank of the United States July 2013 - Present
Export-Import Bank of the United States October 2010 - July 2013
Wells Fargo Bank April 2006 - August 2008
Wells Fargo Bank January 2005 - April 2006
Sumitomo Trust and Banking March 2001 - January 2003
Skills
Financial Analysis, Credit, Credit Analysis, Loans, Currency
Education
Thunderbird School of Global Management 2008 — 2010
MBA in Global Management, Finance and Risk Management
University of Maryland - Robert H. Smith School of Business 1996 — 2000
B.S., Marketing
Export-Import Bank of the United States July 2013 - Present
Export-Import Bank of the United States October 2010 - July 2013
Wells Fargo Bank April 2006 - August 2008
Wells Fargo Bank January 2005 - April 2006
Sumitomo Trust and Banking March 2001 - January 2003
Skills
Financial Analysis, Credit, Credit Analysis, Loans, Currency
Education
Thunderbird School of Global Management 2008 — 2010
MBA in Global Management, Finance and Risk Management
University of Maryland - Robert H. Smith School of Business 1996 — 2000
B.S., Marketing
Steve Novak Steve Novak's Wells Fargo Bank Experience May 2010 - Present
Job Senior Vice President, Senior Investment Manager at Wells Fargo Bank
Industry Investment Management
Experience
Wells Fargo Bank May 2010 - Present
CFA Society Miami July 2013 - July 2014
Falcon Private Bank (ex-AIG PB) 2006 - September 2010
CFA Society of Argentina & Uruguay 2008 - 2010
Wells Fargo June 2002 - August 2006
ABN AMRO Bank 1991 - 2002
ABN AMRO 1991 - 2002
Skills
Gestión de cartera de..., Inversiones, Gestión de capital, Inversiones alternativas, Gestión de activos, Valores (finanzas), Banca, Rentas fijas, Acciones, Estrategias de inversión
Education
Thunderbird School of Global Management 1988 — 1989
MBA, MBA
University of Washington, Michael G. Foster School of Business 1980 — 1982
Wells Fargo Bank May 2010 - Present
CFA Society Miami July 2013 - July 2014
Falcon Private Bank (ex-AIG PB) 2006 - September 2010
CFA Society of Argentina & Uruguay 2008 - 2010
Wells Fargo June 2002 - August 2006
ABN AMRO Bank 1991 - 2002
ABN AMRO 1991 - 2002
Skills
Gestión de cartera de..., Inversiones, Gestión de capital, Inversiones alternativas, Gestión de activos, Valores (finanzas), Banca, Rentas fijas, Acciones, Estrategias de inversión
Education
Thunderbird School of Global Management 1988 — 1989
MBA, MBA
University of Washington, Michael G. Foster School of Business 1980 — 1982
Brandon Gilliam's Wells Fargo Bank Experience June 2008 - Present
Job Store Manager
Industry Banking
Experience
Wells Fargo Bank June 2008 - Present
Skills
Management, Finance, Insurance, Relationship Management, Banking, Retail Banking, Series 7, Series 63, Private Banking, Credit, Sales, Customer Service, Leadership, Sales Management
Education
Anderson University (SC) 2013 — 2015
Bachelor of Business Administration (BBA), BBA Program
Tri-County Technical College 2011 — 2013
Management with an emphasis in Banking and Finance, Transferred
Wells Fargo Bank June 2008 - Present
Skills
Management, Finance, Insurance, Relationship Management, Banking, Retail Banking, Series 7, Series 63, Private Banking, Credit, Sales, Customer Service, Leadership, Sales Management
Education
Anderson University (SC) 2013 — 2015
Bachelor of Business Administration (BBA), BBA Program
Tri-County Technical College 2011 — 2013
Management with an emphasis in Banking and Finance, Transferred
Marcus Honarvar Marcus Honarvar's Wells Fargo Bank Experience March 1999 - October 2001
Job Financial Services Professional
Industry Financial Services
Experience
Lockheed Martin (via KJMK Management, Inc.) 2011 - 2013
Life Time Fitness May 2009 - May 2010
The Co-Star Group September 2008 - April 2009
Freddie Mac June 2004 - March 2008
Principal Residential Mortgage May 2002 - March 2004
Columbia Association 2002 - 2004
Wells Fargo Bank March 1999 - October 2001
Baltimore County Public Schools August 1995 - March 1999
Skills
Microsoft Office, Customer Service, Program Management, Access, Microsoft Excel, Event Planning, Financials, Social Media, Process Improvement, Analysis, Business Analysis, Budgets, Public Speaking, Time Management, Financial Analysis, Management, Project Management, Change Management, Leadership, Editing, Training, Team Leadership, PowerPoint, Risk Management, Teaching, Requirements Analysis, Coaching, Microsoft Word
Education
Towson University 1992 — 1995
Bachelor of Arts, Mathematics; Secondary Education Concentration
Lockheed Martin (via KJMK Management, Inc.) 2011 - 2013
Life Time Fitness May 2009 - May 2010
The Co-Star Group September 2008 - April 2009
Freddie Mac June 2004 - March 2008
Principal Residential Mortgage May 2002 - March 2004
Columbia Association 2002 - 2004
Wells Fargo Bank March 1999 - October 2001
Baltimore County Public Schools August 1995 - March 1999
Skills
Microsoft Office, Customer Service, Program Management, Access, Microsoft Excel, Event Planning, Financials, Social Media, Process Improvement, Analysis, Business Analysis, Budgets, Public Speaking, Time Management, Financial Analysis, Management, Project Management, Change Management, Leadership, Editing, Training, Team Leadership, PowerPoint, Risk Management, Teaching, Requirements Analysis, Coaching, Microsoft Word
Education
Towson University 1992 — 1995
Bachelor of Arts, Mathematics; Secondary Education Concentration
Allison Starkey Allison Starkey's Wells Fargo Bank Experience March 2005 - Present
Job Marketing Manager, VP at Wells Fargo Bank
Industry Marketing and Advertising
Experience
Wells Fargo Bank March 2005 - Present
Education
York College of Pennsylvania 2000 — 2004
BS, Marketing
Towson University 2008 — 2011
MBA
Wells Fargo Bank March 2005 - Present
Education
York College of Pennsylvania 2000 — 2004
BS, Marketing
Towson University 2008 — 2011
MBA
Bobbi McKinney Bobbi McKinney's Wells Fargo Bank Experience April 1984 - October 2007
Job AVP / Administrative Officer at First Independent Bank
Industry Banking
Experience
First Independent Bank December 2007 - Present
Wells Fargo Bank April 1984 - October 2007
Skills
Loans, Banking, Commercial Banking, Small Business Lending, Bank Operations, Property Appraisals, Office Administration, Appraisals, Commercial Mortgages, Underwriting
Education
Reed High School
TMCC
Truckee Meadows Community College
First Independent Bank December 2007 - Present
Wells Fargo Bank April 1984 - October 2007
Skills
Loans, Banking, Commercial Banking, Small Business Lending, Bank Operations, Property Appraisals, Office Administration, Appraisals, Commercial Mortgages, Underwriting
Education
Reed High School
TMCC
Truckee Meadows Community College
John Gilbaugh John Gilbaugh's Wells Fargo Bank Experience 1970 - March 2012
Job Retired Senior Credit Officer & SVP Insurance at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. January 1970 - March 2012
Wells Fargo Bank 1970 - March 2012
Bank of America 1994 - 1997
JPMorgan Chase 1968 - 1969
Skills
Commercial Banking, Loans, Banking, Trade Finance, Commercial Lending, Credit Analysis, Financial Analysis, Mortgage Lending, Portfolio Management, Auditing, Small Business Lending, Credit, Insurance, Credit Risk, Cash Management, Financial Risk
Education
Pacific Coast Banking School @ UofW - Seattle, WA 1977 — 1980
Thunderbird School of Global Management 1967 — 1968
University of Oregon - Charles H. Lundquist College of Business 1962 — 1966
Wells Fargo Bank, N.A. January 1970 - March 2012
Wells Fargo Bank 1970 - March 2012
Bank of America 1994 - 1997
JPMorgan Chase 1968 - 1969
Skills
Commercial Banking, Loans, Banking, Trade Finance, Commercial Lending, Credit Analysis, Financial Analysis, Mortgage Lending, Portfolio Management, Auditing, Small Business Lending, Credit, Insurance, Credit Risk, Cash Management, Financial Risk
Education
Pacific Coast Banking School @ UofW - Seattle, WA 1977 — 1980
Thunderbird School of Global Management 1967 — 1968
University of Oregon - Charles H. Lundquist College of Business 1962 — 1966
Donna Anderson - GCDF Donna Anderson - GCDF's Wells Fargo Bank Experience 2001 - 2003
Job Career CoachRutherford County at Nashville Career Advancement Center
Industry Government Administration
Experience
Nashville Career Advancement Center July 2011 - Present
Metropolitan Action Commission November 2009 - July 2011
Humana September 2006 - March 2009
Fieldstone Mortgage Company March 2003 - August 2005
Wells Fargo Bank 2001 - 2003
Bethleham Centers of Nashville 1996 - 1999
Skills
Leadership and Coaching, Strategic Planning, Training and Development, Client Relations, Project Management, Group Facilitations, Microsoft Office, Time Management, Problem Solving, Communication Skills, Employee Relations, Community Outreach, Customer Service, Training, Employee Benefits, Career Development, Leadership Development, Leadership, Coaching, Policy, Management, Recruiting, Public Speaking, Talent Management, Career Counseling, Insurance, Employee Training, Project Planning, Resume Writing, Team Building, Organizational..., Job Search, Budgets, Interviews, Nonprofits, Staff Development, Benefits Administration, Team Leadership, Job Fairs, Program Management, Software Documentation, New Hire Orientations, Workshop Facilitation, Strategy, Sales, Employee Engagement, Process Improvement, Human Resources, Conflict Resolution, Onboarding
Education
Trevecca Nazarene University
Bachelors, Management and Human Relations
Nashville Career Advancement Center July 2011 - Present
Metropolitan Action Commission November 2009 - July 2011
Humana September 2006 - March 2009
Fieldstone Mortgage Company March 2003 - August 2005
Wells Fargo Bank 2001 - 2003
Bethleham Centers of Nashville 1996 - 1999
Skills
Leadership and Coaching, Strategic Planning, Training and Development, Client Relations, Project Management, Group Facilitations, Microsoft Office, Time Management, Problem Solving, Communication Skills, Employee Relations, Community Outreach, Customer Service, Training, Employee Benefits, Career Development, Leadership Development, Leadership, Coaching, Policy, Management, Recruiting, Public Speaking, Talent Management, Career Counseling, Insurance, Employee Training, Project Planning, Resume Writing, Team Building, Organizational..., Job Search, Budgets, Interviews, Nonprofits, Staff Development, Benefits Administration, Team Leadership, Job Fairs, Program Management, Software Documentation, New Hire Orientations, Workshop Facilitation, Strategy, Sales, Employee Engagement, Process Improvement, Human Resources, Conflict Resolution, Onboarding
Education
Trevecca Nazarene University
Bachelors, Management and Human Relations
Miguel Armendariz's Wells Fargo Bank Experience October 2010 - October 2012
Job Financial Advisor at BBVA Compass Investment Solutions
Industry Financial Services
Experience
BBVA Compass Investment Solutions April 2014 - Present
BBVA Compass October 2012 - March 2014
Wells Fargo Advisors LLC April 2012 - October 2012
Wells Fargo Bank October 2010 - October 2012
Skills
Personal Financial..., Wealth Management, Team Leadership, Microsoft Office, Loans, Credit, Banking, Cross Selling, Finance, Management, Portfolio Management, Sales, Series 6, Series 63, Series 7, Series 65, Investments, Retirement Planning, Life Insurance, Financial Advisory, Mutual Funds, Risk Management, Insurance, Financial Services, Relationship Management, Strategic Financial..., Securities
Education
Rice University 2013 — 2014
Graduate Certificate in Financial Planning, Financial Planning
The University of Texas-Pan American 2006 — 2012
Bachelor of Business Administration (BBA), Finance
BBVA Compass Investment Solutions April 2014 - Present
BBVA Compass October 2012 - March 2014
Wells Fargo Advisors LLC April 2012 - October 2012
Wells Fargo Bank October 2010 - October 2012
Skills
Personal Financial..., Wealth Management, Team Leadership, Microsoft Office, Loans, Credit, Banking, Cross Selling, Finance, Management, Portfolio Management, Sales, Series 6, Series 63, Series 7, Series 65, Investments, Retirement Planning, Life Insurance, Financial Advisory, Mutual Funds, Risk Management, Insurance, Financial Services, Relationship Management, Strategic Financial..., Securities
Education
Rice University 2013 — 2014
Graduate Certificate in Financial Planning, Financial Planning
The University of Texas-Pan American 2006 — 2012
Bachelor of Business Administration (BBA), Finance
J. Alex Williams's Wells Fargo Bank Experience May 2011 - October 2012
Job Assistant Vice President Business Consultant II at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2012 - Present
Wells Fargo Bank May 2011 - October 2012
The Flock of Eagles, Inc. March 2009 - September 2011
Wells Fargo October 2010 - May 2011
Wachovia Bank November 2009 - December 2009
Wachovia Bank October 2006 - November 2009
Skills
Budgets, Staff Development, Small Business Lending, Banking, Commercial Lending, Credit, Financial Analysis, Risk Management, Relationship Management, Loans, Analysis, Finance, Team Building, Business Development, Sales, Management, CRM
Education
Troy University 2004 — 2006
ACCOUNTING, BUSINESS ADMINISTRATION
Wells Fargo October 2012 - Present
Wells Fargo Bank May 2011 - October 2012
The Flock of Eagles, Inc. March 2009 - September 2011
Wells Fargo October 2010 - May 2011
Wachovia Bank November 2009 - December 2009
Wachovia Bank October 2006 - November 2009
Skills
Budgets, Staff Development, Small Business Lending, Banking, Commercial Lending, Credit, Financial Analysis, Risk Management, Relationship Management, Loans, Analysis, Finance, Team Building, Business Development, Sales, Management, CRM
Education
Troy University 2004 — 2006
ACCOUNTING, BUSINESS ADMINISTRATION
Kassie Dickinson's Wells Fargo Bank Experience December 2008 - October 2011
Job B2B Dedicated Care
Industry Wireless
Experience
T-Mobile August 2013 - Present
Terry Lee Wells Nevada Discovery Museum August 2011 - June 2013
Wells Fargo Bank December 2008 - October 2011
Charlotte Russe November 2007 - December 2008
Skills
Microsoft Office, Excel, PowerPoint, Banking, Retail Banking, Customer Service, Customer Satisfaction, Microsoft Excel, Event Planning, Nonprofits, Office Administration, Administrative..., Clerical Skills, Filing, Customer Retention, Sales, Business Ideas, SharePoint, Calendar Planning, Call Centers, Time Management, Multi Tasking, Reliability, Communication, Community Outreach, Microsoft Word, Leadership, Teamwork, Team Building, Retail, Coaching, Social Networking, Social Media, Event Management, Telephone Skills, Outlook, Data Entry, Deposits, Supervisory Skills, Spreadsheets, Cross Selling, Cpr Certified, Volunteer Management, Management, Team Leadership, Inventory Management, Invoicing, 10 Key, Ten Key
Education
RTI 2006 — 2007
Certificate, Business and Computer Systems, 4.0
Truckee Meadows Community College 2006 — 2007
Certificate, Business and Computer Systems
Robert McQueen High School 2003 — 2007
High School Diploma, General Office Occupations and Clerical Services
T-Mobile August 2013 - Present
Terry Lee Wells Nevada Discovery Museum August 2011 - June 2013
Wells Fargo Bank December 2008 - October 2011
Charlotte Russe November 2007 - December 2008
Skills
Microsoft Office, Excel, PowerPoint, Banking, Retail Banking, Customer Service, Customer Satisfaction, Microsoft Excel, Event Planning, Nonprofits, Office Administration, Administrative..., Clerical Skills, Filing, Customer Retention, Sales, Business Ideas, SharePoint, Calendar Planning, Call Centers, Time Management, Multi Tasking, Reliability, Communication, Community Outreach, Microsoft Word, Leadership, Teamwork, Team Building, Retail, Coaching, Social Networking, Social Media, Event Management, Telephone Skills, Outlook, Data Entry, Deposits, Supervisory Skills, Spreadsheets, Cross Selling, Cpr Certified, Volunteer Management, Management, Team Leadership, Inventory Management, Invoicing, 10 Key, Ten Key
Education
RTI 2006 — 2007
Certificate, Business and Computer Systems, 4.0
Truckee Meadows Community College 2006 — 2007
Certificate, Business and Computer Systems
Robert McQueen High School 2003 — 2007
High School Diploma, General Office Occupations and Clerical Services
Spencer Taggart Spencer Taggart's Wells Fargo Bank Experience 2002 - 2004
Job Director of Marketing / Social Media Professor at LDS Business College Strategy, Vision & Leadership
Industry Marketing and Advertising
Experience
LDS Business College July 2014 - Present
LDS Business College September 2013 - Present
Social Stewards April 2014 - August 2015
Taggart Land June 2005 - September 2013
Social Commerce Institute 2011 - 2013
Blendtec 2010 - 2012
Struck 2008 - 2010
Wells Fargo Bank 2002 - 2004
Skills
Marketing Strategy, Social Media Marketing, Strategy, Leadership, Entrepreneurship, Public Speaking, Teaching, Marketing, Brand Development, Social Media, Strategic Partnerships, Public Relations, E-commerce, Business Strategy, Management, New Business Development, Online Marketing, Sales, Product Launch, Blogging, Product Marketing, Competitive Analysis, Online Advertising, Sales Presentations, Sales Management, Market Research, Web Analytics, Singing, Negotiation, Pricing Strategy, Product Innovation, Real Estate Development, Social Networking, Email Marketing, Integrated Marketing, Marketing Communications, Golf, Product Development, Advertising, Lead Generation, Digital Marketing, Start-ups, SEO, Analytics, Segmentation, Video, Business Development
Education
Thunderbird School of Global Management 2007 — 2008
MBA, Business Development / Marketing
University of Utah 1998 — 2004
BA, Communication
LDS Business College July 2014 - Present
LDS Business College September 2013 - Present
Social Stewards April 2014 - August 2015
Taggart Land June 2005 - September 2013
Social Commerce Institute 2011 - 2013
Blendtec 2010 - 2012
Struck 2008 - 2010
Wells Fargo Bank 2002 - 2004
Skills
Marketing Strategy, Social Media Marketing, Strategy, Leadership, Entrepreneurship, Public Speaking, Teaching, Marketing, Brand Development, Social Media, Strategic Partnerships, Public Relations, E-commerce, Business Strategy, Management, New Business Development, Online Marketing, Sales, Product Launch, Blogging, Product Marketing, Competitive Analysis, Online Advertising, Sales Presentations, Sales Management, Market Research, Web Analytics, Singing, Negotiation, Pricing Strategy, Product Innovation, Real Estate Development, Social Networking, Email Marketing, Integrated Marketing, Marketing Communications, Golf, Product Development, Advertising, Lead Generation, Digital Marketing, Start-ups, SEO, Analytics, Segmentation, Video, Business Development
Education
Thunderbird School of Global Management 2007 — 2008
MBA, Business Development / Marketing
University of Utah 1998 — 2004
BA, Communication
Jodi McCown Jodi McCown's Wells Fargo Bank Experience March 2009 - Present
Job Risk Advisor / Credit Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2009 - Present
Wachovia Bank, a Wells Fargo Company January 2005 - March 2009
SouthTrust Bank June 2001 - January 2005
SouthTrust Bank January 2000 - June 2001
SouthTrust Bank February 1999 - January 2000
Skills
People-oriented, Financial Analysis, Making the Complex..., Credit Risk, Project Coordination, Loan Origination, Loans, Credit, Credit Analysis, Commercial Lending
Education
Troy University in Montgomery 2000 — 2001
Master of Business Administration (M.B.A.), Finance, General
Troy University in Montgomery 1996 — 1999
Bachelor's degree, Accounting and Business/Management
Wells Fargo Bank March 2009 - Present
Wachovia Bank, a Wells Fargo Company January 2005 - March 2009
SouthTrust Bank June 2001 - January 2005
SouthTrust Bank January 2000 - June 2001
SouthTrust Bank February 1999 - January 2000
Skills
People-oriented, Financial Analysis, Making the Complex..., Credit Risk, Project Coordination, Loan Origination, Loans, Credit, Credit Analysis, Commercial Lending
Education
Troy University in Montgomery 2000 — 2001
Master of Business Administration (M.B.A.), Finance, General
Troy University in Montgomery 1996 — 1999
Bachelor's degree, Accounting and Business/Management
Chad M. Kortgard, MBA, MGM's Wells Fargo Bank Experience May 1996 - May 2003
Job Global People Leadership | Emerging Market Entry Strategy | Global Financial Strategy | Business & Financial Analytics
Industry Consumer Electronics
Experience
Buffalo Wild Wings, Inc. 2013 - Present
Best Buy - Exclusive Brands September 2009 - February 2013
Best Buy - Business Analytics March 2008 - September 2009
Best Buy - Supply Chain & Merchandising December 2006 - March 2008
BMO Harris Bank May 2003 - December 2006
Wells Fargo Bank May 1996 - May 2003
Skills
Financial Analysis, Financial Modeling, Business Analytics, Valuation Modeling, Budgets, Forecasting, Financial Accounting, Strategic Planning, Negotiation, Economic Value Added, Competitive Analysis, Cross-functional Team..., Project Finance, International Project..., Project Management, Business Strategy, Cross-cultural..., GAAP Standards, Business Coaching, Latin American markets, Asian markets, European Markets, M&A Modeling, DCF Valuation, Business Development, Corporate FP&A, Financial Consulting, Real Options Analysis, Management, Corporate Finance, Program Management, Business Analysis, Mergers, Management Consulting, Valuation, Strategy, Analysis, Leadership, Due Diligence, Product Management, Operations Management, Analytics, Financial Advisory, Mergers & Acquisitions, Training, Market Research, Business Intelligence, International Business
Education
Thunderbird School of Global Management 2011 — 2013
Master of Global Management, International Management & Strategy, Summa Cum Laude - GPA: 3.98 / 4.00
University of Minnesota - Carlson School of Management 2003 — 2007
MBA, Corporate Finance & Strategic Management, GPA: 3.64 / 4.00
Buffalo Wild Wings, Inc. 2013 - Present
Best Buy - Exclusive Brands September 2009 - February 2013
Best Buy - Business Analytics March 2008 - September 2009
Best Buy - Supply Chain & Merchandising December 2006 - March 2008
BMO Harris Bank May 2003 - December 2006
Wells Fargo Bank May 1996 - May 2003
Skills
Financial Analysis, Financial Modeling, Business Analytics, Valuation Modeling, Budgets, Forecasting, Financial Accounting, Strategic Planning, Negotiation, Economic Value Added, Competitive Analysis, Cross-functional Team..., Project Finance, International Project..., Project Management, Business Strategy, Cross-cultural..., GAAP Standards, Business Coaching, Latin American markets, Asian markets, European Markets, M&A Modeling, DCF Valuation, Business Development, Corporate FP&A, Financial Consulting, Real Options Analysis, Management, Corporate Finance, Program Management, Business Analysis, Mergers, Management Consulting, Valuation, Strategy, Analysis, Leadership, Due Diligence, Product Management, Operations Management, Analytics, Financial Advisory, Mergers & Acquisitions, Training, Market Research, Business Intelligence, International Business
Education
Thunderbird School of Global Management 2011 — 2013
Master of Global Management, International Management & Strategy, Summa Cum Laude - GPA: 3.98 / 4.00
University of Minnesota - Carlson School of Management 2003 — 2007
MBA, Corporate Finance & Strategic Management, GPA: 3.64 / 4.00
Lisa O'Leary's Wells Fargo Bank Experience January 2004 - January 2007
Job Associate Attorney
Industry Law Practice
Experience
Laughlin, Falbo, Levy & Moresi February 2013 - Present
Clapp Moroney September 2012 - January 2013
Yaron & Associates January 2011 - September 2012
Kramer deBoer Endelicato & Keane June 2010 - January 2011
San Diego County Public Defender's Office February 2010 - May 2010
United States District Court, San Diego August 2009 - December 2009
San Diego County Public Defender’s Office May 2008 - August 2009
First Republic Bank, San Francisco, CA February 2007 - August 2007
Wells Fargo Bank January 2004 - January 2007
Skills
Westlaw, Toxic Tort, Legal Writing, Courts, Civil Litigation, Mediation, Depositions, Legal Research, Document Review, Criminal Law, Pleadings, Non-profits, Trials, Hearings, Personal Injury, Claim, Bankruptcy, Motions, Civil Rights, Legal Assistance, Medical Malpractice, Litigation, Research, Management, Biomarker Discovery, Negotiation
Education
Thomas Jefferson School of Law 2007 — 2009
Juris Doctor, Law
Laughlin, Falbo, Levy & Moresi February 2013 - Present
Clapp Moroney September 2012 - January 2013
Yaron & Associates January 2011 - September 2012
Kramer deBoer Endelicato & Keane June 2010 - January 2011
San Diego County Public Defender's Office February 2010 - May 2010
United States District Court, San Diego August 2009 - December 2009
San Diego County Public Defender’s Office May 2008 - August 2009
First Republic Bank, San Francisco, CA February 2007 - August 2007
Wells Fargo Bank January 2004 - January 2007
Skills
Westlaw, Toxic Tort, Legal Writing, Courts, Civil Litigation, Mediation, Depositions, Legal Research, Document Review, Criminal Law, Pleadings, Non-profits, Trials, Hearings, Personal Injury, Claim, Bankruptcy, Motions, Civil Rights, Legal Assistance, Medical Malpractice, Litigation, Research, Management, Biomarker Discovery, Negotiation
Education
Thomas Jefferson School of Law 2007 — 2009
Juris Doctor, Law
Rebecca Olaguibel Rebecca Olaguibel's Wells Fargo Bank Experience 1999 - 2004
Job Director Retail and Business Development at City of McAllen, TX
Industry Government Administration
Experience
City of McAllen, TX July 2014 - Present
City of McAllen, TX July 2007 - Present
Laredo Chamber of Commerce 2004 - 2007
Wells Fargo Bank 1999 - 2004
Skills
Non-profits, Public Relations, Event Management, Event Planning, Public Speaking
Education
The University of Texas at San Antonio 1992 — 1996
BA, Humanities
City of McAllen, TX July 2014 - Present
City of McAllen, TX July 2007 - Present
Laredo Chamber of Commerce 2004 - 2007
Wells Fargo Bank 1999 - 2004
Skills
Non-profits, Public Relations, Event Management, Event Planning, Public Speaking
Education
The University of Texas at San Antonio 1992 — 1996
BA, Humanities
Christopher Cavallaro's Wells Fargo Bank Experience July 2005 - Present
Job Vice President, Community Banking District Manager at Wells Fargo co
Industry Banking
Experience
Wells Fargo Bank July 2005 - Present
Bank of America 2002 - 2005
Skills
Banking, Leadership, Sales, HR Coaching, Service Management, Operations Management, Customer Service, Retail Banking, Customer Experience, Credit, Process Improvement, Risk Management, Credit Analysis, Consumer Lending
Education
Towson University 1997 — 2001
BS
Wells Fargo Bank July 2005 - Present
Bank of America 2002 - 2005
Skills
Banking, Leadership, Sales, HR Coaching, Service Management, Operations Management, Customer Service, Retail Banking, Customer Experience, Credit, Process Improvement, Risk Management, Credit Analysis, Consumer Lending
Education
Towson University 1997 — 2001
BS
Ellisa Faldet Ellisa Faldet's Wells Fargo Bank Experience March 2010 - June 2011
Job Patient Coordinator at Dr. Max Gouverne, MD Cosmetic Surgery
Industry Medical Practice
Experience
Max Gouverne Cosmetic Surgery May 2015 - Present
Sundance Cattle Company dba Sundance Services October 2011 - Present
Doterra Certified Pure Therepeutic Grade Essential Oils January 2014 - Present
Team Beachbody March 2015 - Present
doTERRA January 2014 - Present
Wells Fargo Bank March 2010 - June 2011
Julian Gold August 2006 - February 2010
Skills
Invoicing, Contract Management, ISNetworld, DOT Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Accounts Receivable, OSHA Record Keeping, Customer Service, Strategic Planning, Leadership, Home Based Business, Retail, Social Media, Wellness, Supplements, Diet Planning, Body Wraps, Fitness, Weightlifting, Bodybuilding, Cosmetics, Inventory, Nutrition
Education
NASM - National Academy of Sports Medicine 2015 — 2015
Personal Trainer, Fitness Nutrition, Exercise Therapy, Strength & Conditioning, Master Trainer, Sports Science, Sports Medicine, Nutrition, Supplementation
The University of Texas at San Antonio 2006 — 2006
N/A, Music Production and Manufacturing
Richard King High School 2000 — 2004
High School Diploma, General Academics
Max Gouverne Cosmetic Surgery May 2015 - Present
Sundance Cattle Company dba Sundance Services October 2011 - Present
Doterra Certified Pure Therepeutic Grade Essential Oils January 2014 - Present
Team Beachbody March 2015 - Present
doTERRA January 2014 - Present
Wells Fargo Bank March 2010 - June 2011
Julian Gold August 2006 - February 2010
Skills
Invoicing, Contract Management, ISNetworld, DOT Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Payable, Accounts Receivable, OSHA Record Keeping, Customer Service, Strategic Planning, Leadership, Home Based Business, Retail, Social Media, Wellness, Supplements, Diet Planning, Body Wraps, Fitness, Weightlifting, Bodybuilding, Cosmetics, Inventory, Nutrition
Education
NASM - National Academy of Sports Medicine 2015 — 2015
Personal Trainer, Fitness Nutrition, Exercise Therapy, Strength & Conditioning, Master Trainer, Sports Science, Sports Medicine, Nutrition, Supplementation
The University of Texas at San Antonio 2006 — 2006
N/A, Music Production and Manufacturing
Richard King High School 2000 — 2004
High School Diploma, General Academics
Enrique Del Rio Enrique Del Rio's Wells Fargo Bank Experience June 2006 - December 2009
Job Sales/Project Manager at Buffaloe Floor Covering
Industry Retail
Experience
Buffaloe Floor Covering December 2012 - Present
Graymeiren Holdings, LLC January 2012 - December 2012
Wells Fargo Bank June 2006 - December 2009
NONGSHIM AMERICA, INC. 2006 - 2007
Old Navy May 2005 - June 2006
Skills
Sales Management, Financial Reporting, Customer Service, Customer Engagement, Business Networking, Leadership Development, Microsoft Excel, Bloomberg Terminal, Product Marketing, Leadership, Sales, Marketing
Education
The University of Texas at San Antonio 2008 — 2011
Bachelor of Business Administration, Finance
Lonestar Community College 2005 — 2008
Business Administration in Finance
Buffaloe Floor Covering December 2012 - Present
Graymeiren Holdings, LLC January 2012 - December 2012
Wells Fargo Bank June 2006 - December 2009
NONGSHIM AMERICA, INC. 2006 - 2007
Old Navy May 2005 - June 2006
Skills
Sales Management, Financial Reporting, Customer Service, Customer Engagement, Business Networking, Leadership Development, Microsoft Excel, Bloomberg Terminal, Product Marketing, Leadership, Sales, Marketing
Education
The University of Texas at San Antonio 2008 — 2011
Bachelor of Business Administration, Finance
Lonestar Community College 2005 — 2008
Business Administration in Finance
Benjamin Karten Benjamin Karten's Wells Fargo Bank Experience June 2011 - June 2014
Job Assistant Vice PresidentCommercial Banking Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo Bank June 2011 - June 2014
Flextronics January 2005 - May 2011
Flextronics January 2004 - January 2005
Flextronics December 2002 - January 2004
WMDT 1994 - 1995
WMDT 1994 - 1995
WMDT 1994 - 1995
WMDT 1994 - 1995
WMDT 1994 - 1995
Skills
Customer Service, Sales, Sales Operations, Leadership, Management, Customer Satisfaction, Team Building, Inventory Management, Team Leadership, Operations Management, Microsoft Office, Sales Management, Process Improvement, Troubleshooting, Telecommunications, Coaching, P&L Management, Customer Experience, Program Management
Education
Towson University
Television, Radio, Film
Wells Fargo June 2014 - Present
Wells Fargo Bank June 2011 - June 2014
Flextronics January 2005 - May 2011
Flextronics January 2004 - January 2005
Flextronics December 2002 - January 2004
WMDT 1994 - 1995
WMDT 1994 - 1995
WMDT 1994 - 1995
WMDT 1994 - 1995
WMDT 1994 - 1995
Skills
Customer Service, Sales, Sales Operations, Leadership, Management, Customer Satisfaction, Team Building, Inventory Management, Team Leadership, Operations Management, Microsoft Office, Sales Management, Process Improvement, Troubleshooting, Telecommunications, Coaching, P&L Management, Customer Experience, Program Management
Education
Towson University
Television, Radio, Film
Vincent Moore Vincent Moore's Wells Fargo Bank Experience June 2011 - September 2012
Job Fiscal Associate at The Upright Citizens Brigade Theatre
Industry Entertainment
Experience
The Upright Citizens Brigade Theatre January 2014 - Present
The Upright Citizens Brigade Theatre February 2012 - January 2014
Wells Fargo Bank June 2011 - September 2012
Louie February 2012 - June 2012
The Upright Citizens Brigade Theatre June 2011 - February 2012
Onion News Network July 2011 - October 2011
Wells Fargo Bank June 2007 - January 2011
Skills
Research, Blogging, Social Media, Marketing, Public Speaking, Event Planning, Facebook, Social Networking, Fundraising, Microsoft Excel, Editing, Writing, Copy Editing, Nonprofits, Creative Writing
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Arts, Religious Studies
The Upright Citizens Brigade Theatre January 2014 - Present
The Upright Citizens Brigade Theatre February 2012 - January 2014
Wells Fargo Bank June 2011 - September 2012
Louie February 2012 - June 2012
The Upright Citizens Brigade Theatre June 2011 - February 2012
Onion News Network July 2011 - October 2011
Wells Fargo Bank June 2007 - January 2011
Skills
Research, Blogging, Social Media, Marketing, Public Speaking, Event Planning, Facebook, Social Networking, Fundraising, Microsoft Excel, Editing, Writing, Copy Editing, Nonprofits, Creative Writing
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Arts, Religious Studies
David Nowak David Nowak's Wells Fargo Bank Experience February 2003 - June 2008
Job If you think you need a lawyer. You probably do.
Industry Law Practice
Experience
Law Office of David D. Nowak, LLC November 2010 - Present
Warnken, LLC March 2009 - December 2010
Special Master Andrea Kelly, Circuit Court for Baltimore City August 2008 - March 2009
Wells Fargo Bank February 2003 - June 2008
Skills
Legal Advice, Legal Research, Trial Advocacy, Family Mediation, Mediation, Litigation, Courts, Civil Litigation, Criminal Law, Family Law, Appeals, Commercial Litigation, Personal Injury, Legal Writing, Westlaw, Wills, Dispute Resolution, Alternative Dispute..., Criminal Defense, Legal Assistance, Administrative Law, Lexis, Legal Issues, Corporate Law
Education
University of Baltimore School of Law 2005 — 2008
Juris Doctor
Towson University 1997 — 2001
BA, International Studies, Economics
Calvert Hall College Highschool 1993 — 1997
Law Office of David D. Nowak, LLC November 2010 - Present
Warnken, LLC March 2009 - December 2010
Special Master Andrea Kelly, Circuit Court for Baltimore City August 2008 - March 2009
Wells Fargo Bank February 2003 - June 2008
Skills
Legal Advice, Legal Research, Trial Advocacy, Family Mediation, Mediation, Litigation, Courts, Civil Litigation, Criminal Law, Family Law, Appeals, Commercial Litigation, Personal Injury, Legal Writing, Westlaw, Wills, Dispute Resolution, Alternative Dispute..., Criminal Defense, Legal Assistance, Administrative Law, Lexis, Legal Issues, Corporate Law
Education
University of Baltimore School of Law 2005 — 2008
Juris Doctor
Towson University 1997 — 2001
BA, International Studies, Economics
Calvert Hall College Highschool 1993 — 1997
samson sahadevan samson sahadevan's Wells Fargo Bank Experience May 2010 - November 2010
Job Senior Business Systems Analyst at Nike
Industry Sporting Goods
Experience
Nike November 2014 - Present
Nike July 2014 - November 2014
Nike January 2011 - June 2014
Wells Fargo Bank May 2010 - November 2010
Standard Insurance Company 2008 - 2010
Skills
Quality Assurance, SQL, Testing, Business Analysis, Test Automation..., QTP, Perl Scripting, QA Lead, Project Quality, Microsoft SQL Server, Visio, Databases, Software Development, SDLC, Customer Service, Requirements Analysis, Software Project..., Requirements Gathering
Education
The University of Texas at El Paso 2004 — 2007
Master's Degree, Computer Science
University of Madras 2000 — 2004
Bachelor's Degree, Computer Science
Nike November 2014 - Present
Nike July 2014 - November 2014
Nike January 2011 - June 2014
Wells Fargo Bank May 2010 - November 2010
Standard Insurance Company 2008 - 2010
Skills
Quality Assurance, SQL, Testing, Business Analysis, Test Automation..., QTP, Perl Scripting, QA Lead, Project Quality, Microsoft SQL Server, Visio, Databases, Software Development, SDLC, Customer Service, Requirements Analysis, Software Project..., Requirements Gathering
Education
The University of Texas at El Paso 2004 — 2007
Master's Degree, Computer Science
University of Madras 2000 — 2004
Bachelor's Degree, Computer Science
L. Alisyn Daniel L. Alisyn Daniel's Wells Fargo Bank Experience March 2005 - July 2006
Job Attorney Advisor at Social Security Administration
Industry Legal Services
Experience
Social Security Administration October 2014 - Present
Wolverine Bar Association 2014 - 2015
United States District Court for the Eastern District of Michigan August 2013 - November 2013
Greater Boston Legal Services - Elder, Health & Disability Unit February 2013 - May 2013
NEBLSA June 2012 - March 2013
Bubalo Rotman PLC August 2012 - November 2012
Greater Boston Legal Services - Welfare Law Unit June 2011 - August 2011
Bank of America July 2006 - October 2007
Wells Fargo Bank March 2005 - July 2006
Skills
Legal Research, Lexis, Mediation, Westlaw, Legal Writing, Policy Analysis, Policy, Public Health, Chinese Mandarin, Loans, Research, PowerPoint, Medicare, Medicaid, Employment Law, Complaince, Public Health Law, Banking, Teaching, Health Promotion, Quality Patient Care
Education
Northeastern University School of Law, Boston 2010 — 2013
Doctor of Law (JD)
Tufts University School of Medicine 2011 — 2013
Master of Public Health (M.P.H.)
University of Massachusetts 2008 — 2010
Bachelor of Arts, Psychology and Sociology
Social Security Administration October 2014 - Present
Wolverine Bar Association 2014 - 2015
United States District Court for the Eastern District of Michigan August 2013 - November 2013
Greater Boston Legal Services - Elder, Health & Disability Unit February 2013 - May 2013
NEBLSA June 2012 - March 2013
Bubalo Rotman PLC August 2012 - November 2012
Greater Boston Legal Services - Welfare Law Unit June 2011 - August 2011
Bank of America July 2006 - October 2007
Wells Fargo Bank March 2005 - July 2006
Skills
Legal Research, Lexis, Mediation, Westlaw, Legal Writing, Policy Analysis, Policy, Public Health, Chinese Mandarin, Loans, Research, PowerPoint, Medicare, Medicaid, Employment Law, Complaince, Public Health Law, Banking, Teaching, Health Promotion, Quality Patient Care
Education
Northeastern University School of Law, Boston 2010 — 2013
Doctor of Law (JD)
Tufts University School of Medicine 2011 — 2013
Master of Public Health (M.P.H.)
University of Massachusetts 2008 — 2010
Bachelor of Arts, Psychology and Sociology
Rhonda Schuster's Wells Fargo Bank Experience September 2010 - December 2014
Job Accountant at Ward McCampbell PC
Industry Accounting
Experience
Ward McCampbell PC August 2015 - Present
Rhonda Schuster, Inc. DBA Realizing Profit January 2000 - August 2015
Wells Fargo Bank September 2010 - December 2014
Mobile Enterprises May 2006 - March 2010
Austin Duraclean, Construction Works, 620 and Ben White Car Washes February 2002 - August 2004
Skills
Financial Analysis, Accounting, Management, Trust Services, Accounts Receivable, Wealth Management..., QuickBooks, High Net Worth..., Tax, General Ledger, GAAP, Financial Reporting, Job Costing, Strategic Planning, Budget Process, Risk Management, Public Speaking, Cash Flow, Fixed Assets, Customer Service, Training, Intercompany..., Journal Entries, Compliance, Forecasting, Recruiting, Accounts Payable, Project Management, Consulting, Creative Problem Solving, Outside Sales, Customer Retention, Business Process..., Contract Negotiation, Microsoft Office, Policy Writing, Profitability..., Business Process..., act!, AMSI, Rent Manager, Peachtree, CYMA, Dynacom, Retail Category..., Relationship Management, Sarbanes-Oxley, Dodd-Frank, Sarbanes-Oxley Act, Auditing
Education
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Accounting
Ward McCampbell PC August 2015 - Present
Rhonda Schuster, Inc. DBA Realizing Profit January 2000 - August 2015
Wells Fargo Bank September 2010 - December 2014
Mobile Enterprises May 2006 - March 2010
Austin Duraclean, Construction Works, 620 and Ben White Car Washes February 2002 - August 2004
Skills
Financial Analysis, Accounting, Management, Trust Services, Accounts Receivable, Wealth Management..., QuickBooks, High Net Worth..., Tax, General Ledger, GAAP, Financial Reporting, Job Costing, Strategic Planning, Budget Process, Risk Management, Public Speaking, Cash Flow, Fixed Assets, Customer Service, Training, Intercompany..., Journal Entries, Compliance, Forecasting, Recruiting, Accounts Payable, Project Management, Consulting, Creative Problem Solving, Outside Sales, Customer Retention, Business Process..., Contract Negotiation, Microsoft Office, Policy Writing, Profitability..., Business Process..., act!, AMSI, Rent Manager, Peachtree, CYMA, Dynacom, Retail Category..., Relationship Management, Sarbanes-Oxley, Dodd-Frank, Sarbanes-Oxley Act, Auditing
Education
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Accounting
Valerie Perry Valerie Perry's Wells Fargo Bank Experience March 2011 - May 2011
Job Product Manager at The Golden 1 Credit Union
Industry Marketing and Advertising
Experience
Golden 1 Credit Union May 2011 - Present
Home Plate Personal Chef Service January 2008 - Present
Wells Fargo Bank March 2011 - May 2011
Nfinit Solutions, Inc. July 2009 - February 2011
Placer Sierra Bank 1999 - 2007
Charles Schwab 1990 - 1999
Education
University of San Francisco 1994 — 1996
MA, Asian Studies
Tufts University 1982 — 1986
BA, International Relations
Golden 1 Credit Union May 2011 - Present
Home Plate Personal Chef Service January 2008 - Present
Wells Fargo Bank March 2011 - May 2011
Nfinit Solutions, Inc. July 2009 - February 2011
Placer Sierra Bank 1999 - 2007
Charles Schwab 1990 - 1999
Education
University of San Francisco 1994 — 1996
MA, Asian Studies
Tufts University 1982 — 1986
BA, International Relations
Robert Plumas Robert Plumas's Wells Fargo Bank Experience February 2011 - April 2011
Job ECommerce Product Owner at Frost Bank
Industry Banking
Experience
Frost Bank October 2013 - Present
Frost Bank February 2013 - October 2013
Frost Bank April 2011 - February 2013
Wells Fargo Bank February 2011 - April 2011
First Tennessee Bank October 2010 - February 2011
USAA March 2007 - July 2010
USAA July 2004 - March 2007
USAA Federal Savings Bank January 2001 - July 2004
USAA Federal Savings Bank August 1999 - January 2001
USAA Federal Savings Bank November 1998 - August 1999
Skills
Business Analysis, Change Management, Team Building, User Experience, Workflow Analysis, Agile Methodologies, Business Intelligence, CRM, E-commerce, Management, Process Improvement, Product Management, SDLC, Strategy, Banking, Analysis, Business Process...
Education
The University of Texas at San Antonio 1989 — 1995
BA, Pyschology
Frost Bank October 2013 - Present
Frost Bank February 2013 - October 2013
Frost Bank April 2011 - February 2013
Wells Fargo Bank February 2011 - April 2011
First Tennessee Bank October 2010 - February 2011
USAA March 2007 - July 2010
USAA July 2004 - March 2007
USAA Federal Savings Bank January 2001 - July 2004
USAA Federal Savings Bank August 1999 - January 2001
USAA Federal Savings Bank November 1998 - August 1999
Skills
Business Analysis, Change Management, Team Building, User Experience, Workflow Analysis, Agile Methodologies, Business Intelligence, CRM, E-commerce, Management, Process Improvement, Product Management, SDLC, Strategy, Banking, Analysis, Business Process...
Education
The University of Texas at San Antonio 1989 — 1995
BA, Pyschology
David Hulse's Wells Fargo Bank Experience August 2000 - Present
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2000 - Present
CitiFinancial October 1991 - August 2000
Skills
Finance, Leadership, Access, Project Management, Structured Products, Residential Mortgages, Relationship Management
Education
Towson University 1985 — 1990
B.S., Business Administration, Finance
Wells Fargo Bank August 2000 - Present
CitiFinancial October 1991 - August 2000
Skills
Finance, Leadership, Access, Project Management, Structured Products, Residential Mortgages, Relationship Management
Education
Towson University 1985 — 1990
B.S., Business Administration, Finance
Angel Mendez, CRPC Angel Mendez, CRPC's Wells Fargo Bank Experience October 2007 - December 2007
Job Financial Professional
Industry Investment Management
Experience
Merrill Edge October 2013 - Present
USAA Federal Savings Bank October 2011 - March 2013
Morgan Stanley Smith Barney May 2010 - December 2011
Morgan Stanley Smith Barney February 2008 - January 2010
Wells Fargo Bank October 2007 - December 2007
Skills
Spanish, Wealth Management, Series 7, series 66, Series 31, Series 3, Retirement Planning, Insurance, Securities, Finance
Education
The University of Texas at San Antonio 2003 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Edge October 2013 - Present
USAA Federal Savings Bank October 2011 - March 2013
Morgan Stanley Smith Barney May 2010 - December 2011
Morgan Stanley Smith Barney February 2008 - January 2010
Wells Fargo Bank October 2007 - December 2007
Skills
Spanish, Wealth Management, Series 7, series 66, Series 31, Series 3, Retirement Planning, Insurance, Securities, Finance
Education
The University of Texas at San Antonio 2003 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kelly Swenson Kelly Swenson's Wells Fargo Bank Experience 1997 - 1999
Job Vice President Special Assets Officer at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank October 2009 - Present
Southern Community Bank and Trust 2006 - 2009
First Charter Bank 2003 - 2006
SouthTrust Bank November 1999 - August 2003
Wells Fargo Bank 1997 - 1999
West One Bank 1985 - 1997
Skills
Strategy Development, Operational Excellence, Adept at developing and..., Credit Risk Analysis, Customer Loyalty, Credit Risk, Banking, Project Management, Loans, Strategy
Education
West One Bank Loan Officer Trainee 1990 — 1991
Comprehensive Lending Program
Treasure Valley Community College 1988 — 1990
Accounting & Business Law
Payette High School
Fifth Third Bank October 2009 - Present
Southern Community Bank and Trust 2006 - 2009
First Charter Bank 2003 - 2006
SouthTrust Bank November 1999 - August 2003
Wells Fargo Bank 1997 - 1999
West One Bank 1985 - 1997
Skills
Strategy Development, Operational Excellence, Adept at developing and..., Credit Risk Analysis, Customer Loyalty, Credit Risk, Banking, Project Management, Loans, Strategy
Education
West One Bank Loan Officer Trainee 1990 — 1991
Comprehensive Lending Program
Treasure Valley Community College 1988 — 1990
Accounting & Business Law
Payette High School
Kim Del Pozzo, CTP's Wells Fargo Bank Experience June 2002 - Present
Job Senior Vice President, Treasury Management Sales Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank June 2002 - Present
My Neighborhood Mechanic, Inc. dba Auto-Serv November 2001 - Present
Hyperion Solutions February 2001 - April 2002
Wachovia Bank February 1995 - January 2001
LenCrafters August 1992 - August 1994
Plettner-Hart Management Consultants Inc. October 1986 - July 1992
Skills
Treasury Services, ACH, Banking, Cash Management, Commercial Banking, Finance, Financial Analysis, Financial Services, Payments, Portfolio Management, Sales, Treasury, Treasury Management, Working Capital..., Credit, Liquidity Management
Education
Thomas More College 1986 — 1990
BA Accounting, BA Business Administration, AA Economics
Wells Fargo Bank June 2002 - Present
My Neighborhood Mechanic, Inc. dba Auto-Serv November 2001 - Present
Hyperion Solutions February 2001 - April 2002
Wachovia Bank February 1995 - January 2001
LenCrafters August 1992 - August 1994
Plettner-Hart Management Consultants Inc. October 1986 - July 1992
Skills
Treasury Services, ACH, Banking, Cash Management, Commercial Banking, Finance, Financial Analysis, Financial Services, Payments, Portfolio Management, Sales, Treasury, Treasury Management, Working Capital..., Credit, Liquidity Management
Education
Thomas More College 1986 — 1990
BA Accounting, BA Business Administration, AA Economics
Elaine Molski's Wells Fargo Bank Experience July 2000 - Present
Job Technical Project Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 2000 - Present
Skills
Process Improvement, Vendor Management, SDLC, SharePoint, Integration, PMP, PMO, Banking, Portfolio Management, Change Management, Risk Management, Requirements Analysis, Agile Methodologies, Business Analysis, Release Management, Data Warehousing, Call Centers, Management, Business Intelligence, Requirements Gathering, Visio, Business Requirements, ITIL, Project Portfolio..., Project Management, Production Support, Disaster Recovery, Systems Analysis, Business Process..., Financial Services, Enterprise Architecture, CRM, Software Project..., Leadership, Unix, Software Documentation
Education
Thomas Edison State College
B.S, Business Administration/Marketing
Wells Fargo Bank July 2000 - Present
Skills
Process Improvement, Vendor Management, SDLC, SharePoint, Integration, PMP, PMO, Banking, Portfolio Management, Change Management, Risk Management, Requirements Analysis, Agile Methodologies, Business Analysis, Release Management, Data Warehousing, Call Centers, Management, Business Intelligence, Requirements Gathering, Visio, Business Requirements, ITIL, Project Portfolio..., Project Management, Production Support, Disaster Recovery, Systems Analysis, Business Process..., Financial Services, Enterprise Architecture, CRM, Software Project..., Leadership, Unix, Software Documentation
Education
Thomas Edison State College
B.S, Business Administration/Marketing
Dario. Clark's Wells Fargo Bank Experience Sales ConsultantWells Fargo Merchant Payment Solutions2004 - Present
Job Sales Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank Sales ConsultantWells Fargo Merchant Payment Solutions2004 - Present
Wells Fargo 2004 - Present
Education
Towson University 1989 — 1996
Wells Fargo Bank Sales ConsultantWells Fargo Merchant Payment Solutions2004 - Present
Wells Fargo 2004 - Present
Education
Towson University 1989 — 1996
Kathryn Farthing's Wells Fargo Bank Experience August 2000 - May 2004
Job Chief Marketing Officer at Vacay Inc
Industry Marketing and Advertising
Experience
Vacay Inc September 2015 - Present
BlackRock September 2008 - August 2015
Young & Rubicam March 2006 - September 2008
Schwartz Communications March 2005 - February 2006
Wells Fargo Bank August 2000 - May 2004
Skills
Integrated Marketing, Digital Marketing, Marketing Communications, Marketing Strategy, Direct Marketing, Advertising, Online Advertising, Account Management, Lead Generation, Email Marketing, Marketing, Analytics, Brand Development, Cloud Computing, Direct Mail, Strategy, Web Analytics, Digital Media, Management, Social Media Marketing, Sales
Education
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (B.A.)
Vacay Inc September 2015 - Present
BlackRock September 2008 - August 2015
Young & Rubicam March 2006 - September 2008
Schwartz Communications March 2005 - February 2006
Wells Fargo Bank August 2000 - May 2004
Skills
Integrated Marketing, Digital Marketing, Marketing Communications, Marketing Strategy, Direct Marketing, Advertising, Online Advertising, Account Management, Lead Generation, Email Marketing, Marketing, Analytics, Brand Development, Cloud Computing, Direct Mail, Strategy, Web Analytics, Digital Media, Management, Social Media Marketing, Sales
Education
Trinity College-Hartford 1996 — 2000
Bachelor of Arts (B.A.)
Doug Leister's Wells Fargo Bank Experience May 2008 - Present
Job Interest Rate Derivatives Large Corporate Sales at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank May 2008 - Present
US Navy: University of San Diego NROTC April 2005 - August 2007
US Navy: USS Toledo (SSN 769) January 2001 - March 2005
US Navy: Nuclear Power Training August 2000 - December 2001
Skills
Microsoft Excel, PowerPoint, Interest Rate..., Bloomberg, Leadership, Analysis, Quality Assurance, Management, Training, Investments, Derivatives, Engineering, Credit, Risk Management, Navy, Options, Sales, Marketing, Financial Modeling, Nuclear, Banking
Education
University of San Diego 2005 — 2007
MBA, Business with Finance Concentration
Tufts University 1996 — 2000
BA, Economics and International Relations
Wells Fargo Bank May 2008 - Present
US Navy: University of San Diego NROTC April 2005 - August 2007
US Navy: USS Toledo (SSN 769) January 2001 - March 2005
US Navy: Nuclear Power Training August 2000 - December 2001
Skills
Microsoft Excel, PowerPoint, Interest Rate..., Bloomberg, Leadership, Analysis, Quality Assurance, Management, Training, Investments, Derivatives, Engineering, Credit, Risk Management, Navy, Options, Sales, Marketing, Financial Modeling, Nuclear, Banking
Education
University of San Diego 2005 — 2007
MBA, Business with Finance Concentration
Tufts University 1996 — 2000
BA, Economics and International Relations
Shaheen Mohajer's Wells Fargo Bank Experience June 2013 - Present
Job Vice President Business Development, Corporate Trust at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank June 2013 - Present
Wells Fargo Bank February 2011 - June 2013
Wells Fargo Bank February 2007 - March 2011
Amriprise Financial Advisors/American Express Financial Advisors October 1999 - August 2005
AMERIPRISE FINANCIAL / AMERICAN EXPRESS FINANCIAL ADVISORS, INC January 1999 - January 2005
Skills
Risk Management, Portfolio Management, Retirement Planning, Investments, Investment Advisory, Financial Modeling, Asset Managment, Financial Analysis, Strategic Financial..., Retirement, Banking, Finance, Strategic Planning, Mortgage Lending, Loans, Securities, Credit, Asset Management, Equities, Leadership, Management, Program Management, Strategy
Education
Towson University 2005 — 2008
Masters, Applied Information Technology
University of Florida 1994 — 1999
Bachelor of Arts, Cultural Anthropology
Wells Fargo Bank June 2013 - Present
Wells Fargo Bank February 2011 - June 2013
Wells Fargo Bank February 2007 - March 2011
Amriprise Financial Advisors/American Express Financial Advisors October 1999 - August 2005
AMERIPRISE FINANCIAL / AMERICAN EXPRESS FINANCIAL ADVISORS, INC January 1999 - January 2005
Skills
Risk Management, Portfolio Management, Retirement Planning, Investments, Investment Advisory, Financial Modeling, Asset Managment, Financial Analysis, Strategic Financial..., Retirement, Banking, Finance, Strategic Planning, Mortgage Lending, Loans, Securities, Credit, Asset Management, Equities, Leadership, Management, Program Management, Strategy
Education
Towson University 2005 — 2008
Masters, Applied Information Technology
University of Florida 1994 — 1999
Bachelor of Arts, Cultural Anthropology
Jim Dorman's Wells Fargo Bank Experience February 2008 - January 2010
Job Account Executive
Industry Telecommunications
Experience
Time Warner Cable Business Class January 2010 - Present
Wells Fargo Bank February 2008 - January 2010
ADVO, Inc December 1993 - September 2007
Skills
Account Management, Salesforce.com, Selling, Solution Selling, B2B, Sales Process, Customer Retention, Sales, New Business Development, Lead Generation, Direct Marketing, Contract Negotiation, Marketing Strategy, Customer Acquisition, Sales Operations
Education
The University of Texas at San Antonio 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at San Antonio
Time Warner Cable Business Class January 2010 - Present
Wells Fargo Bank February 2008 - January 2010
ADVO, Inc December 1993 - September 2007
Skills
Account Management, Salesforce.com, Selling, Solution Selling, B2B, Sales Process, Customer Retention, Sales, New Business Development, Lead Generation, Direct Marketing, Contract Negotiation, Marketing Strategy, Customer Acquisition, Sales Operations
Education
The University of Texas at San Antonio 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Texas at San Antonio
Leti O'Brien's Wells Fargo Bank Experience May 2001 - Present
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2001 - Present
Skills
Financial Services, Banking, Strategic Planning, Strategic Leadership, Marketing Strategy, Marketing Communications, Small Business Lending, Credit, Customer Experience, Product Management, Business Development, Management, Project Management, Customer Service, Product Marketing, Product Launch, Sales Management, Program Management, Consumer Lending, Event Management, Leadership, Team Leadership, Leadership Development, Business Analysis, Analytics
Education
The University of Texas at San Antonio 1988 — 1993
Wells Fargo Bank May 2001 - Present
Skills
Financial Services, Banking, Strategic Planning, Strategic Leadership, Marketing Strategy, Marketing Communications, Small Business Lending, Credit, Customer Experience, Product Management, Business Development, Management, Project Management, Customer Service, Product Marketing, Product Launch, Sales Management, Program Management, Consumer Lending, Event Management, Leadership, Team Leadership, Leadership Development, Business Analysis, Analytics
Education
The University of Texas at San Antonio 1988 — 1993
Beth Hansler's Wells Fargo Bank Experience May 1999 - January 2002
Job National Sales Manager at Loews Santa Monica Beach Hotel
Industry Hospitality
Experience
Loews Santa Monica Beach Hotel July 2012 - Present
Bluebell Events 2010 - 2014
Pryor Events 2010 - 2014
Sheraton Delfina Santa Monica (Viceroy Hotel Group, Starwood) August 2011 - July 2012
DoubleTree by Hilton Los Angeles-Commerce July 2010 - July 2011
Kreative Celebrations May 2006 - 2011
Doubletree Guest Suites Santa Monica July 2009 - June 2010
Best Western Gateway Hotel December 2006 - July 2009
The Victorian January 2002 - April 2006
Wells Fargo Bank May 1999 - January 2002
Skills
Customer Service, Event Management, Hotels, Event Planning, Restaurants, Hospitality, Hospitality Management, Meeting Planning, Trade Shows, Food & Beverage, Corporate Events, Tourism, Weddings, Banquets, Marketing, Advertising, Wedding Planning, Rooms Division, Pre-opening, Delphi, Front Office, Leisure, Convention Services, Resorts, Yield Management, Menu Development, Property Management..., Business Travel, Hotel Booking
Education
Trident Technical College 1989 — 1993
Loews Santa Monica Beach Hotel July 2012 - Present
Bluebell Events 2010 - 2014
Pryor Events 2010 - 2014
Sheraton Delfina Santa Monica (Viceroy Hotel Group, Starwood) August 2011 - July 2012
DoubleTree by Hilton Los Angeles-Commerce July 2010 - July 2011
Kreative Celebrations May 2006 - 2011
Doubletree Guest Suites Santa Monica July 2009 - June 2010
Best Western Gateway Hotel December 2006 - July 2009
The Victorian January 2002 - April 2006
Wells Fargo Bank May 1999 - January 2002
Skills
Customer Service, Event Management, Hotels, Event Planning, Restaurants, Hospitality, Hospitality Management, Meeting Planning, Trade Shows, Food & Beverage, Corporate Events, Tourism, Weddings, Banquets, Marketing, Advertising, Wedding Planning, Rooms Division, Pre-opening, Delphi, Front Office, Leisure, Convention Services, Resorts, Yield Management, Menu Development, Property Management..., Business Travel, Hotel Booking
Education
Trident Technical College 1989 — 1993
Dario Clark's Wells Fargo Bank Experience 2005 - Present
Job Sales Consultant Wells Fargo Merchant Services
Industry Banking
Experience
Wells Fargo Bank 2005 - Present
Prime Services Group June 2001 - September 2005
Skills
Merchant Services, Credit Cards, Cross Selling, Credit Card Processing, Payment Processing, Payment Systems, Online Payments, Payment Solutions, Payment Card Processing, B2B, Payments, Relationship Management, Debit Cards, Credit, Sales, Electronic Payments, Selling, Mobile Payments, Banking, Loans, E-payments, Commercial Banking, Financial Services, Retail Banking, Customer Retention, Consumer Lending, Customer Acquisition, Business Relationship..., Commercial Lending
Education
Towson University 1994 — 1996
Bachelor of Science, International Studies
Wells Fargo Bank 2005 - Present
Prime Services Group June 2001 - September 2005
Skills
Merchant Services, Credit Cards, Cross Selling, Credit Card Processing, Payment Processing, Payment Systems, Online Payments, Payment Solutions, Payment Card Processing, B2B, Payments, Relationship Management, Debit Cards, Credit, Sales, Electronic Payments, Selling, Mobile Payments, Banking, Loans, E-payments, Commercial Banking, Financial Services, Retail Banking, Customer Retention, Consumer Lending, Customer Acquisition, Business Relationship..., Commercial Lending
Education
Towson University 1994 — 1996
Bachelor of Science, International Studies
Sheila Wood's Wells Fargo Bank Experience 2003 - Present
Job EBusiness Systems Consultant at Wells Fargo
Industry Banking
John Easterwood's Wells Fargo Bank Experience 2008 - 2011
Job Vice President, Business Initiatives Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo January 2011 - Present
Wells Fargo May 2009 - November 2011
Wells Fargo Bank 2008 - 2011
Wells Fargo August 2005 - May 2009
Skills
Mortgage Lending, Document Management, Loans, Mortgage Banking, Banking, Lean Management, Business Process, Consumer Lending
Education
Trinity International University 1982 — 1985
Master's Degree
Wells Fargo July 2013 - Present
Wells Fargo January 2011 - Present
Wells Fargo May 2009 - November 2011
Wells Fargo Bank 2008 - 2011
Wells Fargo August 2005 - May 2009
Skills
Mortgage Lending, Document Management, Loans, Mortgage Banking, Banking, Lean Management, Business Process, Consumer Lending
Education
Trinity International University 1982 — 1985
Master's Degree
Jessica Hinebaugh's Wells Fargo Bank Experience Reverse Engineering ConsultantWells Fargo2005 - Present
Job Reverse Engineering Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank Reverse Engineering ConsultantWells Fargo2005 - Present
Education
Towson University 2000 — 2004
Wells Fargo Bank Reverse Engineering ConsultantWells Fargo2005 - Present
Education
Towson University 2000 — 2004
Gus Poole's Wells Fargo Bank Experience 2000 - 2004
Job Project Manager at Dyna Contracting
Industry Construction
Experience
Dyna Contracting September 2004 - Present
Wells Fargo August 2000 - September 2004
Wells Fargo Bank 2000 - 2004
Education
Trinity College-Hartford 1996 — 2000
Dyna Contracting September 2004 - Present
Wells Fargo August 2000 - September 2004
Wells Fargo Bank 2000 - 2004
Education
Trinity College-Hartford 1996 — 2000
Jordan Walder's Wells Fargo Bank Experience September 2010 - Present
Job Managing Director at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank September 2010 - Present
Real Estate Finance Executive May 2008 - August 2010
JP Morgan August 1999 - April 2008
Skills
CMBS, Valuation, Mezzanine, Loans, Commercial Mortgages, Securitization, Structured Finance, Loan Origination, Due Diligence, Underwriting, Credit, Capital Markets, Financial Structuring, Investment Properties, Commercial Real Estate
Education
The University of Texas at San Antonio 1983 — 1985
BA, Finance
Wells Fargo Bank September 2010 - Present
Real Estate Finance Executive May 2008 - August 2010
JP Morgan August 1999 - April 2008
Skills
CMBS, Valuation, Mezzanine, Loans, Commercial Mortgages, Securitization, Structured Finance, Loan Origination, Due Diligence, Underwriting, Credit, Capital Markets, Financial Structuring, Investment Properties, Commercial Real Estate
Education
The University of Texas at San Antonio 1983 — 1985
BA, Finance
Sandy Villasenor's Wells Fargo Bank Experience
Job Business Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank
Skills
Commercial Lending, Banking Relationships, Treasury Services
Education
The University of Texas at San Antonio 2001 — 2006
Wells Fargo Bank
Skills
Commercial Lending, Banking Relationships, Treasury Services
Education
The University of Texas at San Antonio 2001 — 2006
Jon Lefferts's Wells Fargo Bank Experience October 1997 - October 2001
Job Chief Financial Officer at Argonaut Investments
Industry Real Estate
Experience
Argonaut Investments September 2010 - Present
First Community Bank November 2009 - September 2010
Basin Street Properties November 2001 - October 2009
Wells Fargo Bank October 1997 - October 2001
Bank of America 1995 - 1997
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance, Real Estate
Tufts University 1987 — 1991
The Branson School 1983 — 1987
Argonaut Investments September 2010 - Present
First Community Bank November 2009 - September 2010
Basin Street Properties November 2001 - October 2009
Wells Fargo Bank October 1997 - October 2001
Bank of America 1995 - 1997
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA, Finance, Real Estate
Tufts University 1987 — 1991
The Branson School 1983 — 1987
Karla Gross's Wells Fargo Bank Experience November 2001 - April 2004
Job Manager, Testing & Analysis IT Service Delivery
Industry Food & Beverages
Experience
Whataburger April 2012 - Present
HEB April 2007 - April 2012
USAA May 2004 - April 2007
Wells Fargo Bank November 2001 - April 2004
Acendant Solutions June 2000 - July 2001
SofTest Designs 1999 - 2000
Skills
Quality Assurance, Quality Center, Software Development..., Quality & Process..., Analytical & Logical..., QA Strategy, Definition..., Software Testing..., Strategic Planning, Integration, Business Process, Project Delivery, Manual Testing, Leadership, Software Quality..., Business Analysis, Requirements Analysis, Process Improvement, Agile Methodologies, Performance Testing, User Acceptance Testing, Regression Testing, Information Technology, Analysis, Management, Test Management, System Testing, Waterfall, Test Planning, Testing, SDLC, Project Management, PMP, Security, Analytical Skills, Requirements Gathering, Business Intelligence, Software Documentation, Software Project..., Strategy, Vendor Management, Pre-sales, Systems Analysis, Project Portfolio..., PMO, Business Requirements, Test Cases, Cross-functional Team..., IT Management, IT Strategy, Test Strategy
Education
The University of Texas at San Antonio 1992 — 1998
Bachelor of Science (BS), Electrical Engineering
Whataburger April 2012 - Present
HEB April 2007 - April 2012
USAA May 2004 - April 2007
Wells Fargo Bank November 2001 - April 2004
Acendant Solutions June 2000 - July 2001
SofTest Designs 1999 - 2000
Skills
Quality Assurance, Quality Center, Software Development..., Quality & Process..., Analytical & Logical..., QA Strategy, Definition..., Software Testing..., Strategic Planning, Integration, Business Process, Project Delivery, Manual Testing, Leadership, Software Quality..., Business Analysis, Requirements Analysis, Process Improvement, Agile Methodologies, Performance Testing, User Acceptance Testing, Regression Testing, Information Technology, Analysis, Management, Test Management, System Testing, Waterfall, Test Planning, Testing, SDLC, Project Management, PMP, Security, Analytical Skills, Requirements Gathering, Business Intelligence, Software Documentation, Software Project..., Strategy, Vendor Management, Pre-sales, Systems Analysis, Project Portfolio..., PMO, Business Requirements, Test Cases, Cross-functional Team..., IT Management, IT Strategy, Test Strategy
Education
The University of Texas at San Antonio 1992 — 1998
Bachelor of Science (BS), Electrical Engineering
Sheila James's Wells Fargo Bank Experience 2010 - Present
Job Project Manager Internet Services Group SF at Wells Fargo Bank
Industry Management Consulting
Experience
Wells Fargo Bank 2010 - Present
Mission Business Development, Inc February 1999 - Present
Blackhawk Network 2007 - 2009
Visa USA 2005 - 2007
Visa 1994 - 1999
Wells Fargo Bank 1987 - 1994
Visa 1983 - 1987
Education
Trinity University-Washington
Economics, Mathmatics
Wells Fargo Bank 2010 - Present
Mission Business Development, Inc February 1999 - Present
Blackhawk Network 2007 - 2009
Visa USA 2005 - 2007
Visa 1994 - 1999
Wells Fargo Bank 1987 - 1994
Visa 1983 - 1987
Education
Trinity University-Washington
Economics, Mathmatics
Melanie Marmorstein's Wells Fargo Bank Experience October 2007 - October 2011
Job Wealth Management/Project Management/Consulting/Trust and Estates
Industry Financial Services
Experience
Wells Fargo Bank October 2007 - October 2011
Wells Fargo Bank November 2001 - October 2007
JP Morgan August 1999 - February 2001
Skills
Wealth Management, Estate Planning, Banking, Retirement Planning, Trust Services, Investments, Portfolio Management, Series 7, Estate Tax Planning, Securities
Education
University of Denver - Sturm College of Law 1989 — 1992
JD, Law
Trinity University 1985 — 1989
BA, History
Wells Fargo Bank October 2007 - October 2011
Wells Fargo Bank November 2001 - October 2007
JP Morgan August 1999 - February 2001
Skills
Wealth Management, Estate Planning, Banking, Retirement Planning, Trust Services, Investments, Portfolio Management, Series 7, Estate Tax Planning, Securities
Education
University of Denver - Sturm College of Law 1989 — 1992
JD, Law
Trinity University 1985 — 1989
BA, History
David House's Wells Fargo Bank Experience July 2004 - June 2011
Job VP Senior Business Banker at Regions Bank
Industry Banking
Experience
Regions Bank September 2015 - Present
Capital One June 2011 - Present
Wells Fargo Bank July 2004 - June 2011
Skills
Commercial Lending, Loans, Treasury Management, Finance, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Banking, Consumer Lending, Credit Risk, Customer Service, Financial Analysis, Loan Origination, Management, Merchant Services, Mortgage Lending, Risk Management, Underwriting
Education
The University of Texas at San Antonio 2001 — 2004
BBA Finance, Accounting and Finance
Three Rivers High School
Regions Bank September 2015 - Present
Capital One June 2011 - Present
Wells Fargo Bank July 2004 - June 2011
Skills
Commercial Lending, Loans, Treasury Management, Finance, Credit, Commercial Banking, Small Business Lending, Credit Analysis, Banking, Consumer Lending, Credit Risk, Customer Service, Financial Analysis, Loan Origination, Management, Merchant Services, Mortgage Lending, Risk Management, Underwriting
Education
The University of Texas at San Antonio 2001 — 2004
BBA Finance, Accounting and Finance
Three Rivers High School
Jimmy T. Wong's Wells Fargo Bank Experience April 2006 - October 2008
Job SVP Senior Cross Sell Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Wells Fargo June 2010 - January 2014
Wells Fargo November 2008 - June 2010
Wells Fargo Bank April 2006 - October 2008
Wells Fargo July 2004 - April 2006
Wells Fargo Bank July 2001 - July 2004
Wells Fargo Bank July 1998 - July 2001
Citibank May 1996 - July 1998
Skills
Vendor Management, Portfolio Management, Program Management, Leadership, Business Development, Employee Engagement, Banking, Management, Product Management, Enterprise Software, Training, Relationship Management, Marketing Strategy
Education
Thunderbird School of Global Management 1994 — 1995
MBA, International Management
Thunderbird School of Global Management 1994 — 1995
University of Southern California 1987 — 1991
BA, International Relations
Central High School
Wells Fargo January 2014 - Present
Wells Fargo June 2010 - January 2014
Wells Fargo November 2008 - June 2010
Wells Fargo Bank April 2006 - October 2008
Wells Fargo July 2004 - April 2006
Wells Fargo Bank July 2001 - July 2004
Wells Fargo Bank July 1998 - July 2001
Citibank May 1996 - July 1998
Skills
Vendor Management, Portfolio Management, Program Management, Leadership, Business Development, Employee Engagement, Banking, Management, Product Management, Enterprise Software, Training, Relationship Management, Marketing Strategy
Education
Thunderbird School of Global Management 1994 — 1995
MBA, International Management
Thunderbird School of Global Management 1994 — 1995
University of Southern California 1987 — 1991
BA, International Relations
Central High School
Wanda Price's Wells Fargo Bank Experience April 2012 - Present
Job Project Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2012 - Present
Wachovia Bank October 2008 - April 2012
Chesapeake Business Partners November 2007 - June 2008
SunGard 2007 - 2008
Tiaa-Cref 2007 - 2008
NRECA 1996 - 2004
National Rural Electric Cooperative Association 1996 - 2004
T Rowe Price 1988 - 1995
Skills
Business Analysis, Pensions, Analysis, Process Improvement, Retirement, Requirements Analysis, Requirements Gathering, Risk Management, SDLC
Education
Towson University 1984 — 1988
BS, Finance
Wells Fargo Bank April 2012 - Present
Wachovia Bank October 2008 - April 2012
Chesapeake Business Partners November 2007 - June 2008
SunGard 2007 - 2008
Tiaa-Cref 2007 - 2008
NRECA 1996 - 2004
National Rural Electric Cooperative Association 1996 - 2004
T Rowe Price 1988 - 1995
Skills
Business Analysis, Pensions, Analysis, Process Improvement, Retirement, Requirements Analysis, Requirements Gathering, Risk Management, SDLC
Education
Towson University 1984 — 1988
BS, Finance
Dora Segura's Wells Fargo Bank Experience Senior Business Relationship ManagerWells Fargo2000 - Present
Job SR. Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank Senior Business Relationship ManagerWells Fargo2000 - Present
Education
The University of Texas at San Antonio
BBA Finance, BBA Finance
Wells Fargo Bank Senior Business Relationship ManagerWells Fargo2000 - Present
Education
The University of Texas at San Antonio
BBA Finance, BBA Finance
Luis Wu's Wells Fargo Bank Experience 1994 - 1995
Job Manager, Credit & Collections at Tessenderlo Kerley Inc.
Industry Chemicals
Experience
Tessenderlo Kerley Inc. January 2011 - Present
Tessenderlo Kerley, Inc 2011 - 2014
Tessenderlo Kerley, Inc 2011 - 2014
Tessenderlo Kerley, Inc 2011 - 2014
ASARCO LLC March 2008 - December 2010
Freeport McMoRan Copper & Gold Inc. September 2004 - February 2008
Motorola Inc. (Semiconductor Products Sector) 2001 - 2004
Motorola Inc. (Semicondictor Products Sector) 2000 - 2001
Motorola Inc. 1997 - 2000
Wells Fargo Bank 1994 - 1995
Skills
Forecasting, Financial Analysis, Financial Reporting, Process Improvement, Credit, Accounting, Financial Modeling, Budget, Finance, SAP, Analysis, Strategic Planning, Performance Appraisal, Budgets, Accounts Receivable, Project Management, DSO, Credit Risk, Order to Cash, Mentoring, Executive Reporting, Microsoft Excel, Business Process..., Internal Audit, Access, Management, Variance Analysis, Cash Management, Cost Accounting, Sarbanes-Oxley Act, Risk Management, Strategic Financial..., Customer Service, Sarbanes-Oxley, Cash Flow, Operations Management, ERP, Managerial Finance, Six Sigma, Portfolio Management, Auditing, Hyperion Enterprise, Leadership, Internal Controls, Mergers & Acquisitions, Credit Management, Corporate Finance, Financial Audits, Business Planning, Business Strategy
Education
Thunderbird School of Global Management 1997 — 1997
MIM, International Management
Weatherhead School of Management at Case Western Reserve University 1996 — 1997
MBA, Finance
University of Massachusetts Boston 1995 — 1997
BA, Economics
Tessenderlo Kerley Inc. January 2011 - Present
Tessenderlo Kerley, Inc 2011 - 2014
Tessenderlo Kerley, Inc 2011 - 2014
Tessenderlo Kerley, Inc 2011 - 2014
ASARCO LLC March 2008 - December 2010
Freeport McMoRan Copper & Gold Inc. September 2004 - February 2008
Motorola Inc. (Semiconductor Products Sector) 2001 - 2004
Motorola Inc. (Semicondictor Products Sector) 2000 - 2001
Motorola Inc. 1997 - 2000
Wells Fargo Bank 1994 - 1995
Skills
Forecasting, Financial Analysis, Financial Reporting, Process Improvement, Credit, Accounting, Financial Modeling, Budget, Finance, SAP, Analysis, Strategic Planning, Performance Appraisal, Budgets, Accounts Receivable, Project Management, DSO, Credit Risk, Order to Cash, Mentoring, Executive Reporting, Microsoft Excel, Business Process..., Internal Audit, Access, Management, Variance Analysis, Cash Management, Cost Accounting, Sarbanes-Oxley Act, Risk Management, Strategic Financial..., Customer Service, Sarbanes-Oxley, Cash Flow, Operations Management, ERP, Managerial Finance, Six Sigma, Portfolio Management, Auditing, Hyperion Enterprise, Leadership, Internal Controls, Mergers & Acquisitions, Credit Management, Corporate Finance, Financial Audits, Business Planning, Business Strategy
Education
Thunderbird School of Global Management 1997 — 1997
MIM, International Management
Weatherhead School of Management at Case Western Reserve University 1996 — 1997
MBA, Finance
University of Massachusetts Boston 1995 — 1997
BA, Economics
Jim Lassen's Wells Fargo Bank Experience February 2007 - Present
Job Account Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank February 2007 - Present
CoreStar Financial Group August 2003 - January 2007
Skills
Credit, Mortgage Lending, Loans, Credit Analysis, Management, Banking, Risk Management, Financial Analysis, Securities, Financial Services
Education
Towson University 1989 — 1993
BS, Business Administration
Wells Fargo Bank February 2007 - Present
CoreStar Financial Group August 2003 - January 2007
Skills
Credit, Mortgage Lending, Loans, Credit Analysis, Management, Banking, Risk Management, Financial Analysis, Securities, Financial Services
Education
Towson University 1989 — 1993
BS, Business Administration
Robert Swafford's Wells Fargo Bank Experience August 2014 - June 2015
Job Perl Developer
Industry Computer Software
Experience
Wells Fargo Bank August 2014 - June 2015
Bank of America October 2013 - February 2014
Yale University September 2013 - October 2013
Sigma Space Corporation April 2012 - November 2012
L-3 Communications GSI July 2006 - November 2011
TeleCommunication Systems October 2000 - November 2004
Raytheon Technical Services Company July 1991 - October 2000
Skills
Databases, Perl, Apache, SQL, MySQL, Software Development, Linux, JavaScript, C, Program Management, PostgreSQL, Solaris, Oracle
Education
Towson University 1976 — 1981
B.S., Math; Gen. Studies with conc. in Computer Science
Wells Fargo Bank August 2014 - June 2015
Bank of America October 2013 - February 2014
Yale University September 2013 - October 2013
Sigma Space Corporation April 2012 - November 2012
L-3 Communications GSI July 2006 - November 2011
TeleCommunication Systems October 2000 - November 2004
Raytheon Technical Services Company July 1991 - October 2000
Skills
Databases, Perl, Apache, SQL, MySQL, Software Development, Linux, JavaScript, C, Program Management, PostgreSQL, Solaris, Oracle
Education
Towson University 1976 — 1981
B.S., Math; Gen. Studies with conc. in Computer Science
William Paty's Wells Fargo Bank Experience 1998 - Present
Job Senior Vice President at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Bank 1998 - Present
Sumitomo Mitsui Banking Corporation 1996 - 1998
Daiwa Bank 1990 - 1996
Lloyds Banking Group 1979 - 1990
Southeast Bank 1974 - 1979
Education
Universidad Autonoma de Guadalajara 1974 — 1974
Business in Mexico
Thunderbird School of Global Management 1973 — 1974
MBA, International Finance
University of North Carolina at Chapel Hill 1968 — 1972
BA, American Studies
Culver Military Academy 1964 — 1968
High School
Wells Fargo Bank 1998 - Present
Sumitomo Mitsui Banking Corporation 1996 - 1998
Daiwa Bank 1990 - 1996
Lloyds Banking Group 1979 - 1990
Southeast Bank 1974 - 1979
Education
Universidad Autonoma de Guadalajara 1974 — 1974
Business in Mexico
Thunderbird School of Global Management 1973 — 1974
MBA, International Finance
University of North Carolina at Chapel Hill 1968 — 1972
BA, American Studies
Culver Military Academy 1964 — 1968
High School
Donna Coughlan's Wells Fargo Bank Experience Business Systems ConsultantWells Fargo Bank1999 - Present
Job Business System Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank Business Systems ConsultantWells Fargo Bank1999 - Present
Wells Fargo 1999 - Present
Skills
SDLC, Requirements Analysis, Business Analysis, Process Improvement, Risk Management, Vendor Management, Banking, Program Management, Management, Software Project..., Business Requirements, Mortgage Lending, Project Management
Education
Towson University
Business Administration and Management, General
Wells Fargo Bank Business Systems ConsultantWells Fargo Bank1999 - Present
Wells Fargo 1999 - Present
Skills
SDLC, Requirements Analysis, Business Analysis, Process Improvement, Risk Management, Vendor Management, Banking, Program Management, Management, Software Project..., Business Requirements, Mortgage Lending, Project Management
Education
Towson University
Business Administration and Management, General
Blanca Velez's Wells Fargo Bank Experience November 2005 - Present
Job Business Associate
Industry Banking
Experience
Wells Fargo Bank November 2005 - Present
Wells Fargo Bank 1999 - 2011
Education
The University of Texas at San Antonio 1996 — 2000
BBA, Accounting
Wells Fargo Bank November 2005 - Present
Wells Fargo Bank 1999 - 2011
Education
The University of Texas at San Antonio 1996 — 2000
BBA, Accounting
Aaron Gandy's Wells Fargo Bank Experience August 2009 - Present
Job Learning & Development Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2009 - Present
Wachovia May 2005 - November 2008
Home Funds Direct January 2005 - February 2005
KB Home November 2002 - December 2004
USAA June 1997 - November 2002
Skills
Mortgage Lending
Education
The University of Texas at San Antonio 1995 — 1998
BA, Political Science
Wells Fargo Bank August 2009 - Present
Wachovia May 2005 - November 2008
Home Funds Direct January 2005 - February 2005
KB Home November 2002 - December 2004
USAA June 1997 - November 2002
Skills
Mortgage Lending
Education
The University of Texas at San Antonio 1995 — 1998
BA, Political Science
Dan Metz's Wells Fargo Bank Experience December 1998 - Present
Job Senior Vice President Wells Fargo Community Lending & Investment
Industry Real Estate
Experience
Wells Fargo Community Lending & Investment 1999 - Present
Wells Fargo Bank December 1998 - Present
Lockwood Development Company May 1991 - December 1998
Skills
Strategic Planning, Asset Management, Financial Analysis, Real Estate Economics, Due Diligence, Investments, Financial Modeling, Real Estate Development, Valuation, Loans, Tax Credits, Real Estate, Underwriting, Affordable Housing, Credit, Budgets, Sales Management, Leadership, Management, New Business Development
Education
Truman State University 1987 — 1991
BA, BS, Finance, Economics
Wells Fargo Community Lending & Investment 1999 - Present
Wells Fargo Bank December 1998 - Present
Lockwood Development Company May 1991 - December 1998
Skills
Strategic Planning, Asset Management, Financial Analysis, Real Estate Economics, Due Diligence, Investments, Financial Modeling, Real Estate Development, Valuation, Loans, Tax Credits, Real Estate, Underwriting, Affordable Housing, Credit, Budgets, Sales Management, Leadership, Management, New Business Development
Education
Truman State University 1987 — 1991
BA, BS, Finance, Economics
Nick Christiansen's Wells Fargo Bank Experience October 2014 - Present
Job Regional Bank Private Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 2014 - Present
Wells Fargo Home Mortgage February 2012 - October 2014
Wells Fargo Bank August 2010 - January 2012
Wachovia Bank January 2007 - August 2010
Enterprise Rent-A-Car January 2002 - January 2007
Skills
Customer Service, Loans, Sales, Management, Credit, Series 6, Registered Life Agent..., Series 7, Mortgage Lending, Series 66
Education
Towson University
BA, History, Psychology
Wells Fargo Bank October 2014 - Present
Wells Fargo Home Mortgage February 2012 - October 2014
Wells Fargo Bank August 2010 - January 2012
Wachovia Bank January 2007 - August 2010
Enterprise Rent-A-Car January 2002 - January 2007
Skills
Customer Service, Loans, Sales, Management, Credit, Series 6, Registered Life Agent..., Series 7, Mortgage Lending, Series 66
Education
Towson University
BA, History, Psychology
Liz Janota's Wells Fargo Bank Experience 1988 - 1995
Job Experienced Financial Services Manager and Nonprofit Leader
Industry Nonprofit Organization Management
Experience
H&R Block October 2008 - Present
Nonprofit Finance Fund January 2008 - September 2008
YWCA of Trenton 2001 - 2007
Camden Empowerment Zone Corporation 1998 - 2001
Regional Business Assistance Corporation 1996 - 1998
New Jersey Community Capital August 1995 - December 1995
Wells Fargo Bank 1988 - 1995
Education
Thunderbird School of Global Management 1983 — 1985
MBA, Finance- International
University of South Florida 1976 — 1978
B.A., Mass Communication
H&R Block October 2008 - Present
Nonprofit Finance Fund January 2008 - September 2008
YWCA of Trenton 2001 - 2007
Camden Empowerment Zone Corporation 1998 - 2001
Regional Business Assistance Corporation 1996 - 1998
New Jersey Community Capital August 1995 - December 1995
Wells Fargo Bank 1988 - 1995
Education
Thunderbird School of Global Management 1983 — 1985
MBA, Finance- International
University of South Florida 1976 — 1978
B.A., Mass Communication
Jennifer Sauls's Wells Fargo Bank Experience 2004 - 2011
Job Branch Manager BBVA Compass Bank
Industry Banking
Experience
BBVA Compass 2011 - Present
Wells Fargo Bank 2004 - 2011
Bank of America 2002 - 2004
Education
The University of Texas at San Antonio
Bachelor’s Degree
BBVA Compass 2011 - Present
Wells Fargo Bank 2004 - 2011
Bank of America 2002 - 2004
Education
The University of Texas at San Antonio
Bachelor’s Degree
Kirk Vogel's Wells Fargo Bank Experience November 2009 - July 2012
Job SVP and Senior Relationship Manager at HSBC
Industry Banking
Experience
HSBC July 2012 - Present
Wells Fargo Bank November 2009 - July 2012
RBS Citizens March 2008 - November 2009
Wachovia Securities, LLC March 1996 - March 2008
First Union 1996 - 2008
Societe Generale May 1994 - March 1996
Bayerische Vereinsbank AG March 1992 - March 1994
Westdeutsche Landesbank August 1990 - March 1992
Deutsche Bank May 1985 - August 1990
Skills
Commercial Banking, Credit, Corporate Finance, Banking, Credit Analysis, Credit Risk, Loans
Education
Thunderbird School of Global Management 1983 — 1984
MBA, Finance, Banking
Wartburg College
West High School
HSBC July 2012 - Present
Wells Fargo Bank November 2009 - July 2012
RBS Citizens March 2008 - November 2009
Wachovia Securities, LLC March 1996 - March 2008
First Union 1996 - 2008
Societe Generale May 1994 - March 1996
Bayerische Vereinsbank AG March 1992 - March 1994
Westdeutsche Landesbank August 1990 - March 1992
Deutsche Bank May 1985 - August 1990
Skills
Commercial Banking, Credit, Corporate Finance, Banking, Credit Analysis, Credit Risk, Loans
Education
Thunderbird School of Global Management 1983 — 1984
MBA, Finance, Banking
Wartburg College
West High School
Neil Berger's Wells Fargo Bank Experience 1998 - 2001
Job Audit Manager at Dembo, Jones, Healy, Pennington & Marshall, P.C.
Industry Accounting
Experience
Dembo, Jones, Healy, Pennington & Marshall, P.C. January 2008 - Present
Maryland Jockey Club September 2005 - January 2008
Gross Mendelsohn & Associates November 2001 - July 2005
Wells Fargo 1998 - 2001
Wells Fargo Bank 1998 - 2001
Skills
Corporate Tax, Partnership Taxation, Tax Preparation, Tax, Financial Reporting, Auditing, Accounting, Tax Returns, Income Tax
Education
Towson University 1979 — 1997
Accounting, Accounting
Dembo, Jones, Healy, Pennington & Marshall, P.C. January 2008 - Present
Maryland Jockey Club September 2005 - January 2008
Gross Mendelsohn & Associates November 2001 - July 2005
Wells Fargo 1998 - 2001
Wells Fargo Bank 1998 - 2001
Skills
Corporate Tax, Partnership Taxation, Tax Preparation, Tax, Financial Reporting, Auditing, Accounting, Tax Returns, Income Tax
Education
Towson University 1979 — 1997
Accounting, Accounting
David Shay's Wells Fargo Bank Experience April 2009 - May 2012
Job Manager of Customer Contact & Collections Strategy and Change Management Teams at Wells Fargo Home Mortgage
Industry Commercial Real Estate
Experience
Wells Fargo Home Mortgage May 2013 - Present
Wells Fargo May 2012 - Present
Wells Fargo Bank April 2009 - May 2012
Wachovia, A Wells Fargo Company June 2005 - April 2009
Wachovia, A Wells Fargo Company April 2002 - June 2005
CRIIMI MAE Services LP June 1998 - April 2002
USF&G January 1993 - June 1998
KPMG June 1987 - December 1992
Skills
Vendor Management, Loan Servicing, Financial Analysis, Financial Institutions, Real Estate, Offshoring, Team Leadership, CMBS, Accounting, Outsourcing, Problem Solving, Financial Reporting, Negotiation, Project Management, Operations Management, Process Improvement, Real Estate Investment, Business Relationship..., Strategic Planning, Asset Management, Risk Management, Human Capital Management, Credit Analysis, Acquisition Integration, Acquisition Analysis, Operational Efficiency, Mortgage Servicing, Offshore Project..., Software Project..., Business Process..., Big 4, Operational Risk..., Commercial Mortgages, Commercial Insurance, Property & Casualty..., New Business Development, Business Process Design, Technology
Education
University of Baltimore 1989 — 1992
MBA, Finance
Towson University 1983 — 1987
BS, Accounting
Wells Fargo Home Mortgage May 2013 - Present
Wells Fargo May 2012 - Present
Wells Fargo Bank April 2009 - May 2012
Wachovia, A Wells Fargo Company June 2005 - April 2009
Wachovia, A Wells Fargo Company April 2002 - June 2005
CRIIMI MAE Services LP June 1998 - April 2002
USF&G January 1993 - June 1998
KPMG June 1987 - December 1992
Skills
Vendor Management, Loan Servicing, Financial Analysis, Financial Institutions, Real Estate, Offshoring, Team Leadership, CMBS, Accounting, Outsourcing, Problem Solving, Financial Reporting, Negotiation, Project Management, Operations Management, Process Improvement, Real Estate Investment, Business Relationship..., Strategic Planning, Asset Management, Risk Management, Human Capital Management, Credit Analysis, Acquisition Integration, Acquisition Analysis, Operational Efficiency, Mortgage Servicing, Offshore Project..., Software Project..., Business Process..., Big 4, Operational Risk..., Commercial Mortgages, Commercial Insurance, Property & Casualty..., New Business Development, Business Process Design, Technology
Education
University of Baltimore 1989 — 1992
MBA, Finance
Towson University 1983 — 1987
BS, Accounting
Dawn Dries's Wells Fargo Bank Experience October 1997 - April 2011
Job Branch Manager Assistant
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Security National Bank April 2011 - May 2013
Wells Fargo Bank October 1997 - April 2011
Chuck E Cheese June 1993 - September 2000
Skills
Team Leadership, Banking, Coaching, Customer Service, Social Networking, Organizing, Teamwork, Credit, Series 7, Consumer Lending, Loans, Retail Banking, Financial Services
Education
University of Nebraska at Omaha 1997 — 2000
Bachelor of Science in Business Administration, Banking and Finance
Truman State University 1995 — 1997
Pre-Pharmacy
Morgan Stanley Wealth Management June 2013 - Present
Security National Bank April 2011 - May 2013
Wells Fargo Bank October 1997 - April 2011
Chuck E Cheese June 1993 - September 2000
Skills
Team Leadership, Banking, Coaching, Customer Service, Social Networking, Organizing, Teamwork, Credit, Series 7, Consumer Lending, Loans, Retail Banking, Financial Services
Education
University of Nebraska at Omaha 1997 — 2000
Bachelor of Science in Business Administration, Banking and Finance
Truman State University 1995 — 1997
Pre-Pharmacy
Rafael Olazagasti's Wells Fargo Bank Experience November 2010 - Present
Job Store Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank November 2010 - Present
Wachovia Bank October 2007 - November 2010
Enterprise Rent-A-Car May 2004 - October 2007
Skills
Customer Service, Leadership, Organization, Spanish, Process Engineering, Time Management, CRM, Networking, Sales Management, Performance Management, Team Building, Account Management, Coaching, Marketing, Market Planning, Inventory Management, Profit, Strategic Planning, Credit, New Business Development, Budgets, Sales Process
Education
University of Baltimore 2009 — 2011
Master, Business Administration
Towson University 2001 — 2005
Bachelor, Business Administration
Wells Fargo Bank November 2010 - Present
Wachovia Bank October 2007 - November 2010
Enterprise Rent-A-Car May 2004 - October 2007
Skills
Customer Service, Leadership, Organization, Spanish, Process Engineering, Time Management, CRM, Networking, Sales Management, Performance Management, Team Building, Account Management, Coaching, Marketing, Market Planning, Inventory Management, Profit, Strategic Planning, Credit, New Business Development, Budgets, Sales Process
Education
University of Baltimore 2009 — 2011
Master, Business Administration
Towson University 2001 — 2005
Bachelor, Business Administration
Jason Dorich's Wells Fargo Bank Experience March 2007 - Present
Job Securities Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2007 - Present
Wells Fargo Financial November 2005 - March 2007
Education
Towson University 2000 — 2005
Computer Information Systems
Towson University 2000 — 2005
Business Administration
Wells Fargo Bank March 2007 - Present
Wells Fargo Financial November 2005 - March 2007
Education
Towson University 2000 — 2005
Computer Information Systems
Towson University 2000 — 2005
Business Administration
Clifton Yessick's Wells Fargo Bank Experience 2007 - 2008
Job Student at Troy University
Industry International Affairs
Experience
Wells Fargo Bank 2007 - 2008
Education
Troy University 2008 — 2009
M.S., International Relations
University of Alabama 2002 — 2007
B.S., Business
Wells Fargo Bank 2007 - 2008
Education
Troy University 2008 — 2009
M.S., International Relations
University of Alabama 2002 — 2007
B.S., Business
E. Denise McLaughlin's Wells Fargo Bank Experience November 2006 - March 2009
Job Strategic Project Manager
Industry Financial Services
Experience
StoneLake Leadership January 2009 - Present
RiskSpan March 2010 - March 2011
Wells Fargo Bank November 2006 - March 2009
MCI Corporation January 2003 - January 2006
Education
Towson University 1985 — 1989
BS, Mass Communication and Speech Communication
StoneLake Leadership January 2009 - Present
RiskSpan March 2010 - March 2011
Wells Fargo Bank November 2006 - March 2009
MCI Corporation January 2003 - January 2006
Education
Towson University 1985 — 1989
BS, Mass Communication and Speech Communication
Duffy Daughenbaugh's Wells Fargo Bank Experience 1971 - Present
Job Retired Sr Director of Credit at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Wells Fargo Bank 1971 - Present
Wells frago Bank October 1998 - April 2013
Skills
Wealth Management, Credit Analysis, Underwriting, Commercial Lending, Investments, Small Business Lending, Credit, Mortgage Lending, Portfolio Management, Loans, Risk Management, Financial Analysis, Private Banking, Credit Risk, Commercial Banking, Consumer Lending
Education
Thunderbird School of Global Management 1970 — 1971
Wells Fargo April 2013 - Present
Wells Fargo Bank 1971 - Present
Wells frago Bank October 1998 - April 2013
Skills
Wealth Management, Credit Analysis, Underwriting, Commercial Lending, Investments, Small Business Lending, Credit, Mortgage Lending, Portfolio Management, Loans, Risk Management, Financial Analysis, Private Banking, Credit Risk, Commercial Banking, Consumer Lending
Education
Thunderbird School of Global Management 1970 — 1971
Daniel Dalton's Wells Fargo Bank Experience November 2004 - September 2007
Job SVP Marketing, Small Business Lending at Citi
Industry Financial Services
Experience
Citi February 2012 - Present
MasterCard Advisors September 2007 - December 2009
Wells Fargo Bank November 2004 - September 2007
JP Morgan Chase April 1999 - November 2004
PNC Bank November 1996 - March 1999
Commission on Office Laboratory Accreditation December 1994 - November 1996
Citibank February 1991 - December 1994
Skills
Direct Marketing, Business Strategy, Product Development, Product Management, Marketing, Marketing Strategy, Strategy, Product Marketing, P&L Management, Mergers & Acquisitions, Leadership, Segmentation, Team Management
Education
Towson University 1987 — 1992
Citi February 2012 - Present
MasterCard Advisors September 2007 - December 2009
Wells Fargo Bank November 2004 - September 2007
JP Morgan Chase April 1999 - November 2004
PNC Bank November 1996 - March 1999
Commission on Office Laboratory Accreditation December 1994 - November 1996
Citibank February 1991 - December 1994
Skills
Direct Marketing, Business Strategy, Product Development, Product Management, Marketing, Marketing Strategy, Strategy, Product Marketing, P&L Management, Mergers & Acquisitions, Leadership, Segmentation, Team Management
Education
Towson University 1987 — 1992
David Camarillo, CFP®, CFS's Wells Fargo Bank Experience August 2005 - April 2007
Job Financial Advisor at Smith Anglin Financial
Industry Financial Services
Experience
Smith Anglin Financial February 2014 - Present
HD Vest May 2008 - January 2014
Wells Fargo Bank August 2005 - April 2007
Skills
Wealth Management, Financial Advisory, Retirement Planning, Retirement, Estate Planning, Wealth, Strategic Financial..., Asset Allocation, 401k, Investment Advisory, Finance, Financial Planners, Financial Services, Investment Strategies, Strategic Planning, Series 7, Securities
Education
Trinity University 2000 — 2004
Bachelors, English and History
Smith Anglin Financial February 2014 - Present
HD Vest May 2008 - January 2014
Wells Fargo Bank August 2005 - April 2007
Skills
Wealth Management, Financial Advisory, Retirement Planning, Retirement, Estate Planning, Wealth, Strategic Financial..., Asset Allocation, 401k, Investment Advisory, Finance, Financial Planners, Financial Services, Investment Strategies, Strategic Planning, Series 7, Securities
Education
Trinity University 2000 — 2004
Bachelors, English and History
John Parrilli's Wells Fargo Bank Experience September 1993 - September 2007
Job Senior Private Banker Wealth Management Group
Industry Banking
Experience
Northern Trust January 2008 - July 2009
Northern Trust January 2008 - July 2009
Wells Fargo Bank September 1993 - September 2007
Skills
Loans, Wealth Management, Portfolio Management, Credit, Commercial Banking, Banking, Series 7, Investments, Investment Advisory, Private Banking, Asset Management, Equities, Credit Analysis, Fixed Income, Commercial Lending, Financial Analysis
Education
Thunderbird School of Global Management 1984 — 1986
MBA, Finance
Trinity University 1977 — 1981
BA in Business Administration, Business
Northern Trust January 2008 - July 2009
Northern Trust January 2008 - July 2009
Wells Fargo Bank September 1993 - September 2007
Skills
Loans, Wealth Management, Portfolio Management, Credit, Commercial Banking, Banking, Series 7, Investments, Investment Advisory, Private Banking, Asset Management, Equities, Credit Analysis, Fixed Income, Commercial Lending, Financial Analysis
Education
Thunderbird School of Global Management 1984 — 1986
MBA, Finance
Trinity University 1977 — 1981
BA in Business Administration, Business
Dianne Yeomans's Wells Fargo Bank Experience July 1994 - October 2004
Job Senior Vice President/Regional Sales Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass November 2004 - Present
Wells Fargo Bank July 1994 - October 2004
Amegy Bank 1991 - 1994
Skills
Payments, Merchant Services, Commercial Banking, Banking, Commercial Lending, Credit, Finance, Mortgage Lending, Loans, Credit Analysis, Small Business Lending, Retail Banking, Lines Of Credit, Asset Based Lending, Financial Services, Treasury Management, Credit Cards, Credit Risk, Cross Selling, Management, Sales, Cash Management, Loan Origination, Underwriting, Investments, Mortgage Banking, Private Banking, Consumer Lending, Middle Market, Process Improvement, Relationship Management, Change Management, ACH, Wealth Management, Portfolio Management, Risk Management, Financial Analysis, Internet Banking, Electronic Payments, Treasury Services, Series 7, Commercial Mortgages, SBA, Deposits, Capital Markets, Banking Relationships, Financial Institutions, Payment Card Processing, Strategic Financial..., Financial Risk
Education
Trinity University 1965 — 1970
BA, History
University of Houston
MBA, Finance
BBVA Compass November 2004 - Present
Wells Fargo Bank July 1994 - October 2004
Amegy Bank 1991 - 1994
Skills
Payments, Merchant Services, Commercial Banking, Banking, Commercial Lending, Credit, Finance, Mortgage Lending, Loans, Credit Analysis, Small Business Lending, Retail Banking, Lines Of Credit, Asset Based Lending, Financial Services, Treasury Management, Credit Cards, Credit Risk, Cross Selling, Management, Sales, Cash Management, Loan Origination, Underwriting, Investments, Mortgage Banking, Private Banking, Consumer Lending, Middle Market, Process Improvement, Relationship Management, Change Management, ACH, Wealth Management, Portfolio Management, Risk Management, Financial Analysis, Internet Banking, Electronic Payments, Treasury Services, Series 7, Commercial Mortgages, SBA, Deposits, Capital Markets, Banking Relationships, Financial Institutions, Payment Card Processing, Strategic Financial..., Financial Risk
Education
Trinity University 1965 — 1970
BA, History
University of Houston
MBA, Finance
Billy Alba's Wells Fargo Bank Experience April 2007 - Present
Job Finance professional with solid financial and reporting back ground.
Industry Financial Services
Experience
Wells Fargo Bank April 2007 - Present
Morgan Stanley July 2005 - April 2007
Skills
Project Management, Forecasting, Accounting
Education
Towson University
Business, Finance
Wells Fargo Bank April 2007 - Present
Morgan Stanley July 2005 - April 2007
Skills
Project Management, Forecasting, Accounting
Education
Towson University
Business, Finance
Sonia Comisarenco's Wells Fargo Bank Experience February 2009 - July 2011
Job Realtor at Team Price Real Estate
Industry Financial Services
Experience
Team Price Real Estate June 2014 - Present
Wells Fargo July 2011 - December 2013
Wells Fargo Bank February 2009 - July 2011
Wells Fargo Banker October 2006 - February 2009
Skills
Leadership, Mortgage Lending, Sales, Mortgage Banking, Small Business, Management, Direct Sales, Credit, Investments, Business Development, Loans, Marketing, Sales Management, Selling, Insurance, SDLC, Financial Services, Banking, Investment Properties, Marketing Strategy, Strategic Planning, Real Estate
Education
The University of Texas at San Antonio
BS, Fine Arts/Spanish
Team Price Real Estate June 2014 - Present
Wells Fargo July 2011 - December 2013
Wells Fargo Bank February 2009 - July 2011
Wells Fargo Banker October 2006 - February 2009
Skills
Leadership, Mortgage Lending, Sales, Mortgage Banking, Small Business, Management, Direct Sales, Credit, Investments, Business Development, Loans, Marketing, Sales Management, Selling, Insurance, SDLC, Financial Services, Banking, Investment Properties, Marketing Strategy, Strategic Planning, Real Estate
Education
The University of Texas at San Antonio
BS, Fine Arts/Spanish
Callan Doak's Wells Fargo Bank Experience March 1995 - July 1999
Job
Industry Financial Services
Experience
Wells Fargo June 2011 - Present
Allianz Global Investors Asia Pacific, Hong Kong September 2008 - September 2009
Franklin Templeton Investments April 2006 - August 2008
Visa August 1999 - October 2005
Wells Fargo Bank March 1995 - July 1999
Skills
Internal Audit, Auditing, Banking, Business Analysis, AML, Risk Management, Enterprise Risk...
Education
Thunderbird School of Global Management 1996 — 1998
MBA
Wells Fargo June 2011 - Present
Allianz Global Investors Asia Pacific, Hong Kong September 2008 - September 2009
Franklin Templeton Investments April 2006 - August 2008
Visa August 1999 - October 2005
Wells Fargo Bank March 1995 - July 1999
Skills
Internal Audit, Auditing, Banking, Business Analysis, AML, Risk Management, Enterprise Risk...
Education
Thunderbird School of Global Management 1996 — 1998
MBA
Edward Saldana's Wells Fargo Bank Experience 2000 - 2001
Job Owner, Millennium Capital Partners
Industry Capital Markets
Experience
Invision Capital Group 2008 - Present
Millennium Capital Partners September 2004 - Present
Diamond Creek Capital January 2008 - October 2010
Goldsmith Agio Helms May 2003 - October 2004
Wells Fargo Bank 2000 - 2001
American Honda Motor Company, Inc. 1995 - 1996
Skills
Mergers, Venture Capital, Private Equity, Corporate Development, Restructuring, Entrepreneurship, Investments, Corporate Finance, Business Strategy, Leveraged Finance, Valuation, Investment Banking, Business Planning, Financial Modeling, Strategic Planning, Business Valuation, New Business Development, Private Placements, Equities, Business Development, Capital, Mergers & Acquisitions, Management Consulting, Finance, Middle Market, Capital Raising
Education
Thunderbird School of Global Management 1998 — 1999
MBA, Finance
UCLA 1990 — 1994
BA, International Economics
Invision Capital Group 2008 - Present
Millennium Capital Partners September 2004 - Present
Diamond Creek Capital January 2008 - October 2010
Goldsmith Agio Helms May 2003 - October 2004
Wells Fargo Bank 2000 - 2001
American Honda Motor Company, Inc. 1995 - 1996
Skills
Mergers, Venture Capital, Private Equity, Corporate Development, Restructuring, Entrepreneurship, Investments, Corporate Finance, Business Strategy, Leveraged Finance, Valuation, Investment Banking, Business Planning, Financial Modeling, Strategic Planning, Business Valuation, New Business Development, Private Placements, Equities, Business Development, Capital, Mergers & Acquisitions, Management Consulting, Finance, Middle Market, Capital Raising
Education
Thunderbird School of Global Management 1998 — 1999
MBA, Finance
UCLA 1990 — 1994
BA, International Economics
Esther Villarreal's Wells Fargo Bank Experience February 2004 - May 2010
Job Internal Auditor Intermediate at UTHSCSA
Industry Accounting
Experience
UTHSCSA October 2011 - Present
Martinez & Rosario CPAs, LLP July 2011 - September 2011
Frost Bank December 2010 - July 2011
The University of Texas at San Antonio September 2010 - June 2011
Wells Fargo Bank February 2004 - May 2010
Education Solutions, LLC (dba Sylvan Learning Centers) March 2004 - September 2006
Skills
Auditing, Budgets, General Ledger, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Microsoft Excel, Accounting, Software Documentation, Accounts Payable, Financial Reporting, Finance
Education
The University of Texas at San Antonio 2009 — 2011
BBA, Accounting
UTHSCSA October 2011 - Present
Martinez & Rosario CPAs, LLP July 2011 - September 2011
Frost Bank December 2010 - July 2011
The University of Texas at San Antonio September 2010 - June 2011
Wells Fargo Bank February 2004 - May 2010
Education Solutions, LLC (dba Sylvan Learning Centers) March 2004 - September 2006
Skills
Auditing, Budgets, General Ledger, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Microsoft Excel, Accounting, Software Documentation, Accounts Payable, Financial Reporting, Finance
Education
The University of Texas at San Antonio 2009 — 2011
BBA, Accounting
Maggie Pena's Wells Fargo Bank Experience September 2010 - September 2012
Job Financial Analyst at New York University
Industry Hospital & Health Care
Experience
New York University December 2013 - Present
University of Utah Hospitals and Clinics September 2012 - December 2013
Wells Fargo Bank September 2010 - September 2012
Wells Fargo Bank February 2010 - September 2010
Wells Fargo Bank August 2009 - February 2010
Siemens Hearing Instruments, Inc. April 2006 - May 2009
Skills
Process Improvement, Financial Analysis, Accounting, Microsoft Excel, Data Analysis, Budgets, Healthcare, Customer Service, Auditing, Management, Payroll, Finance, Analysis, Accounts Payable, Microsoft Office, Credit, Sales, CRM, General Ledger, Financial Reporting, Forecasting, Outlook
Education
Thomas Edison State College 2008 — 2010
Bachelor's of Science in Business Administration, Accounting
New York University December 2013 - Present
University of Utah Hospitals and Clinics September 2012 - December 2013
Wells Fargo Bank September 2010 - September 2012
Wells Fargo Bank February 2010 - September 2010
Wells Fargo Bank August 2009 - February 2010
Siemens Hearing Instruments, Inc. April 2006 - May 2009
Skills
Process Improvement, Financial Analysis, Accounting, Microsoft Excel, Data Analysis, Budgets, Healthcare, Customer Service, Auditing, Management, Payroll, Finance, Analysis, Accounts Payable, Microsoft Office, Credit, Sales, CRM, General Ledger, Financial Reporting, Forecasting, Outlook
Education
Thomas Edison State College 2008 — 2010
Bachelor's of Science in Business Administration, Accounting
Daron Lofton's Wells Fargo Bank Experience January 2009 - April 2010
Job Frost Bank
Industry Banking
Experience
Frost Bank May 2014 - Present
Texas Capital Bank April 2010 - May 2014
Wells Fargo Bank January 2009 - April 2010
Wachovia, A Wells Fargo Company 2004 - December 2008
SouthTrust Bank 2000 - 2004
Broadway Bank October 2000 - April 2001
Security National Bank, San Antonio 1996 - 2000
209th Weather Flight 1988 - 1997
Skills
Commercial Lending, Commercial Banking, Lines Of Credit, Middle Market
Education
The University of Texas at San Antonio 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Frost Bank May 2014 - Present
Texas Capital Bank April 2010 - May 2014
Wells Fargo Bank January 2009 - April 2010
Wachovia, A Wells Fargo Company 2004 - December 2008
SouthTrust Bank 2000 - 2004
Broadway Bank October 2000 - April 2001
Security National Bank, San Antonio 1996 - 2000
209th Weather Flight 1988 - 1997
Skills
Commercial Lending, Commercial Banking, Lines Of Credit, Middle Market
Education
The University of Texas at San Antonio 1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Sally Anaya-Boyer's Wells Fargo Bank Experience February 2006 - November 2012
Job Corporate Lender, Treasurer for Nonprofits, Microfinance, Board Member
Industry Financial Services
Experience
Associated Bank 2012 - 2015
Wells Fargo Bank February 2006 - November 2012
Education
Thunderbird School of Global Management
Master's Degree, Accounting concentration
University of Minnesota-Twin Cities
Bachelor's Degree, Spanish - Secondary Education
Associated Bank 2012 - 2015
Wells Fargo Bank February 2006 - November 2012
Education
Thunderbird School of Global Management
Master's Degree, Accounting concentration
University of Minnesota-Twin Cities
Bachelor's Degree, Spanish - Secondary Education
Lewis Waller's Wells Fargo Bank Experience
Job Sales Manager at Wells Fargo Home Mortgage NMLS #217844
Industry Financial Services
Experience
Wells Fargo Bank
Skills
FHA, Refinance, Mortgage Lending, Loans, Loan Origination, Mortgage Banking, FHA financing, Residential Mortgages, USDA, First Time Home Buyers
Education
Towson University
Wells Fargo Bank
Skills
FHA, Refinance, Mortgage Lending, Loans, Loan Origination, Mortgage Banking, FHA financing, Residential Mortgages, USDA, First Time Home Buyers
Education
Towson University
Jeff Pruett's Wells Fargo Bank Experience September 1989 - Present
Job Principal Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank September 1989 - Present
Institute of Texan Cultures 2005 - 2015
Southwest School of Art 2013 - 2014
First City Bank 1981 - 1985
Skills
Loans, Small Business Lending, Commercial Lending, Banking, Credit, Mortgage Lending, Loan Origination, Consumer Lending, Commercial Banking, Credit Analysis, Treasury Management, Underwriting, Lines Of Credit, Credit Risk, Refinance, Investments, Commercial Mortgages, Portfolio Management, Asset Based Lending, Wealth Management, Retail Banking, Mortgage Banking, Cash Management, Finance, Mergers & Acquisitions, Financial Analysis, Risk Management, Due Diligence, FHA, Deposits, Small Business, Financial Modeling, Executive Management, Capital Markets, Branch Banking, Branch Management, Strategic Financial..., Investment Banking, Commercial Real Estate, Relationship Management, Corporate Finance, Real Estate Economics, Factoring, Cross Selling, Private Banking, Financial Institutions, SBA, Investment Properties, Securities, Asset Management
Education
University of the Incarnate Word 1984 — 1986
MBA, Accounting
Trinity University 1977 — 1981
BS, Business Administration
Wells Fargo Bank September 1989 - Present
Institute of Texan Cultures 2005 - 2015
Southwest School of Art 2013 - 2014
First City Bank 1981 - 1985
Skills
Loans, Small Business Lending, Commercial Lending, Banking, Credit, Mortgage Lending, Loan Origination, Consumer Lending, Commercial Banking, Credit Analysis, Treasury Management, Underwriting, Lines Of Credit, Credit Risk, Refinance, Investments, Commercial Mortgages, Portfolio Management, Asset Based Lending, Wealth Management, Retail Banking, Mortgage Banking, Cash Management, Finance, Mergers & Acquisitions, Financial Analysis, Risk Management, Due Diligence, FHA, Deposits, Small Business, Financial Modeling, Executive Management, Capital Markets, Branch Banking, Branch Management, Strategic Financial..., Investment Banking, Commercial Real Estate, Relationship Management, Corporate Finance, Real Estate Economics, Factoring, Cross Selling, Private Banking, Financial Institutions, SBA, Investment Properties, Securities, Asset Management
Education
University of the Incarnate Word 1984 — 1986
MBA, Accounting
Trinity University 1977 — 1981
BS, Business Administration
Joanie Jenson's Wells Fargo Bank Experience March 1995 - Present
Job LFBP at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 1995 - Present
Education
Transylvania University
Business, Management, Marketing, and Related Support Services
Wells Fargo Bank March 1995 - Present
Education
Transylvania University
Business, Management, Marketing, and Related Support Services
Madonna Nero's Wells Fargo Bank Experience 1980 - 1985
Job System Analyst at City of Elmhurst
Industry Information Technology and Services
Experience
City of Elmhurst September 1999 - Present
wells fargo bank 1980 - 1985
Wells Fargo 1980 - 1985
Skills
Web Content Management, Windows 7, Windows Server, Troubleshooting, Operating Systems, Servers, Databases, Group Policy, VMware, Windows, Disaster Recovery, Computer Maintenance, PHP, VMware ESX, DHCP, Active Directory, Microsoft Exchange, CMOS, Cognos, OS/400, sungard software, Query Writing, Microsoft Office
Education
Triton-College 1973 — 1975
Art, IT
St Simeon;s
City of Elmhurst September 1999 - Present
wells fargo bank 1980 - 1985
Wells Fargo 1980 - 1985
Skills
Web Content Management, Windows 7, Windows Server, Troubleshooting, Operating Systems, Servers, Databases, Group Policy, VMware, Windows, Disaster Recovery, Computer Maintenance, PHP, VMware ESX, DHCP, Active Directory, Microsoft Exchange, CMOS, Cognos, OS/400, sungard software, Query Writing, Microsoft Office
Education
Triton-College 1973 — 1975
Art, IT
St Simeon;s
Iantha Brown's Wells Fargo Bank Experience December 2009 - Present
Job Service Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2009 - Present
Education
Troy University 2007 — 2010
Bachelor, Accounting
Wells Fargo Bank December 2009 - Present
Education
Troy University 2007 — 2010
Bachelor, Accounting
Paula Davies's Wells Fargo Bank Experience December 2005 - December 2007
Job Interior Design
Industry Design
Experience
Budget Blinds of North San Antonio June 2012 - November 2012
Best Buy September 2008 - December 2009
Wells Fargo Bank December 2005 - December 2007
Skills
Interior Design, AutoCAD, SketchUp, Revit, Word, Microsoft Office, Excel, Space Planning, Photoshop, InDesign, Illustrator, PowerPoint, Rendering, Sustainable Design, Construction Documents, Space-planning, Microsoft Word, Furniture, AutoCAD Architecture, Submittals, Space planning, Adobe Creative Suite, Construction Management
Education
The University of Texas at San Antonio 2008 — 2012
Bachelor of Science, Interior Design
Budget Blinds of North San Antonio June 2012 - November 2012
Best Buy September 2008 - December 2009
Wells Fargo Bank December 2005 - December 2007
Skills
Interior Design, AutoCAD, SketchUp, Revit, Word, Microsoft Office, Excel, Space Planning, Photoshop, InDesign, Illustrator, PowerPoint, Rendering, Sustainable Design, Construction Documents, Space-planning, Microsoft Word, Furniture, AutoCAD Architecture, Submittals, Space planning, Adobe Creative Suite, Construction Management
Education
The University of Texas at San Antonio 2008 — 2012
Bachelor of Science, Interior Design
Michael HEISLER's Wells Fargo Bank Experience March 2011 - Present
Job Home Mortgage Consultant at Wells Fargo Bank NMSLR ID:117199
Industry Financial Services
Experience
Wells Fargo Bank March 2011 - Present
Skills
FHA, Mortgage Banking, Refinance, Loans, Loan Origination, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA, Credit Analysis, Investments, Underwriting, Consumer Lending, Government Loans, Financial Analysis, Finance, Financial Services
Education
Towson University
Wells Fargo Bank March 2011 - Present
Skills
FHA, Mortgage Banking, Refinance, Loans, Loan Origination, Residential Mortgages, Credit, VA loans, Banking, FHA financing, USDA, Credit Analysis, Investments, Underwriting, Consumer Lending, Government Loans, Financial Analysis, Finance, Financial Services
Education
Towson University
Gerardo Higareda's Wells Fargo Bank Experience February 2011 - March 2012
Job .
Industry Financial Services
Experience
Greenbridge Capital May 2014 - October 2014
Rio Bank October 2013 - May 2014
Inter National Bank June 2012 - October 2013
theStudyCentral February 2012 - March 2013
HQ Solutions January 2012 - August 2012
Wells Fargo Bank February 2011 - March 2012
International Bank of Commerce July 2010 - January 2011
Skills
Banking, Credit Analysis, Financial Analysis, Risk Management, Loans, Microsoft Excel, Commercial Lending, Mortgage Lending, Small Business Lending, Investments, Entrepreneurship, Loan Origination, Commercial Banking, Portfolio Management, Education, Innovation, Visionary, Strategic Planning, Analysis, Cash Flow, Credit Risk, Credit, Finance, Financial Risk, Corporate Finance, Underwriting
Education
The University of Texas-Pan American 2008 — 2012
BBA, Finance
Greenbridge Capital May 2014 - October 2014
Rio Bank October 2013 - May 2014
Inter National Bank June 2012 - October 2013
theStudyCentral February 2012 - March 2013
HQ Solutions January 2012 - August 2012
Wells Fargo Bank February 2011 - March 2012
International Bank of Commerce July 2010 - January 2011
Skills
Banking, Credit Analysis, Financial Analysis, Risk Management, Loans, Microsoft Excel, Commercial Lending, Mortgage Lending, Small Business Lending, Investments, Entrepreneurship, Loan Origination, Commercial Banking, Portfolio Management, Education, Innovation, Visionary, Strategic Planning, Analysis, Cash Flow, Credit Risk, Credit, Finance, Financial Risk, Corporate Finance, Underwriting
Education
The University of Texas-Pan American 2008 — 2012
BBA, Finance
Raul Pina III's Wells Fargo Bank Experience October 2012 - Present
Job Experienced commercial underwriter evaluating and mitigating risks for commercial loan requests
Industry Banking
Experience
Wells Fargo Bank October 2012 - Present
Comerica Bank (Formerly Sterling Bank) December 2007 - September 2012
chase 2005 - 2006
Skills
Risk Management, Banking, Commercial Lending, Credit Analysis, Credit, Commercial Banking, Underwriting, Credit Risk, Small Business Lending, Loans, Portfolio Management, Mortgage Lending, Financial Risk
Education
The University of Texas at San Antonio
BBA Finance, Economics Minor
Wells Fargo Bank October 2012 - Present
Comerica Bank (Formerly Sterling Bank) December 2007 - September 2012
chase 2005 - 2006
Skills
Risk Management, Banking, Commercial Lending, Credit Analysis, Credit, Commercial Banking, Underwriting, Credit Risk, Small Business Lending, Loans, Portfolio Management, Mortgage Lending, Financial Risk
Education
The University of Texas at San Antonio
BBA Finance, Economics Minor
Oscar A. Palafox Leal's Wells Fargo Bank Experience December 2008 - January 2014
Job Associate Scientist at DPT Laboratories
Industry Chemicals
Experience
DPT Laboratories January 2014 - Present
Wells Fargo Bank December 2008 - January 2014
Crowne Plaza Riverwalk Hotel September 2006 - March 2008
San Angel Inn Restaurant at Walt Disney World Resort April 2004 - April 2005
Skills
Analytical Skills, Teamwork, Creativity Skills, Innovation, Communication, Problem Solving, Timely Decision Making, Cooperation, Mathematics
Education
The University of Texas at San Antonio 2010 — 2013
Bachelor of Science (BS), Chemistry
University of Texas 2010 — 2013
BS, Chemistry
DPT Laboratories January 2014 - Present
Wells Fargo Bank December 2008 - January 2014
Crowne Plaza Riverwalk Hotel September 2006 - March 2008
San Angel Inn Restaurant at Walt Disney World Resort April 2004 - April 2005
Skills
Analytical Skills, Teamwork, Creativity Skills, Innovation, Communication, Problem Solving, Timely Decision Making, Cooperation, Mathematics
Education
The University of Texas at San Antonio 2010 — 2013
Bachelor of Science (BS), Chemistry
University of Texas 2010 — 2013
BS, Chemistry
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank