Wells Fargo Bank

Industry: Financial services company

Description

Wells 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 StatesNumber of locations: 8,050 branches (2018); 13,000 ATMs (2018)Founded: March 18, 1852Founders: William Fargo, Henry WellsDid you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org

Site: https://www.wellsfargo.com/

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17,543 employees in database.
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Wells Fargo Bank List of Employees: 1992-2019
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Wells Fargo Bank Employees

Employee
Years
Job
Industry
Richard Wallace WilliamsRichard Wallace Williams Boise, Idaho Area
Wells Fargo Bank Years 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

Maureen MaffettMaureen Maffett Reno, Nevada Area
Wells Fargo Bank Years 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

Gayla LandGayla Land Dothan, Alabama Area
Wells Fargo Bank Years 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

Kathleen CourvilleKathleen Courville Frisco, Texas
Wells Fargo Bank Years 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

Joshua VasquezJoshua Vasquez McAllen, Texas Area
Wells Fargo Bank Years 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

Samantha K. MetzgerSamantha K. Metzger San Antonio, Texas
Wells Fargo Bank Years 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

Wanida BlackWanida Black Reno, Nevada Area
Wells Fargo Bank Years 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

Wohamar AnniWohamar Anni Reno, Nevada Area
Wells Fargo Bank Years 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

Sue-Min KohSue-Min Koh Santa Monica, California
Wells Fargo Bank Years 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

Amina MujicAmina Mujic Essex, Maryland
Wells Fargo Bank Years 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

Memorie BonhamMemorie Bonham Washington D.C. Metro Area
Wells Fargo Bank Years 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

Randall M. RojasRandall M. Rojas Houston, Texas Area
Wells Fargo Bank Years 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

Henry (Hank) RitchieHenry (Hank) Ritchie San Francisco, California
Wells Fargo Bank Years 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)

Scott Hauck, MBAScott Hauck, MBA Greater Salt Lake City Area
Wells Fargo Bank Years 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

Brent ByrdBrent Byrd Baltimore, Maryland Area
Wells Fargo Bank Years 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

Douglas Jorgensen MBADouglas Jorgensen MBA Phoenix, Arizona Area
Wells Fargo Bank Years 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

D. Anthony Miles, Ph.D., MCP, RBA, CMA, MBCD. Anthony Miles, Ph.D., MCP, RBA, CMA, MBC San Antonio, Texas Area
Wells Fargo Bank Years 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

Jaclyn (Jaci) NoelJaclyn (Jaci) Noel Phoenix, Arizona Area
Wells Fargo Bank Years 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

Jamison LambJamison Lamb Tacoma, Washington
Wells Fargo Bank Years 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

Adam J. Varga, CFAAdam J. Varga, CFA Greater Denver Area
Wells Fargo Bank Years 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

Adan Moreno IIIAdan Moreno III San Antonio, Texas Area
Wells Fargo Bank Years 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

Regina Del RosarioRegina Del Rosario Richmond, Virginia Area
Wells Fargo Bank Years 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

Elizabeth CapdevilaElizabeth Capdevila Greater Denver Area
Wells Fargo Bank Years 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

Eileen Johnstone, CTPEileen Johnstone, CTP Greater Philadelphia Area
Wells Fargo Bank Years 1979 - Present
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank   1979 - Present

Education
Thomas Edison State College

Holly MillsHolly Mills Newport News, Virginia
Wells Fargo Bank Years 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

Landon PitcherLandon Pitcher Greater Salt Lake City Area
Wells Fargo Bank Years 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

Joseph Sweeney, PMP, CSM, CSSBBJoseph Sweeney, PMP, CSM, CSSBB Greater Los Angeles Area
Wells Fargo Bank Years 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

Paty CabralesPaty Cabrales McAllen, Texas Area
Wells Fargo Bank Years 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

Ralph DickmanRalph Dickman San Francisco Bay Area
Wells Fargo Bank Years 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

Brettine MorrisBrettine Morris Reno, Nevada
Wells Fargo Bank Years 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

Joe E BaileyJoe E Bailey Dallas/Fort Worth Area
Wells Fargo Bank Years 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

Ryan GlennRyan Glenn San Antonio, Texas Area
Wells Fargo Bank Years 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

Jim SinorJim Sinor Los Angeles, California
Wells Fargo Bank Years 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

Marshall PipkinMarshall Pipkin San Antonio, Texas Area
Wells Fargo Bank Years 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

Elizabeth R. AtkinsElizabeth R. Atkins San Francisco Bay Area
Wells Fargo Bank Years 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

Jacob BakstJacob Bakst Washington D.C. Metro Area
Wells Fargo Bank Years 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

Steve NovakSteve Novak Miami/Fort Lauderdale Area
Wells Fargo Bank Years 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

Brandon GilliamBrandon Gilliam Greenville, South Carolina Area
Wells Fargo Bank Years 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

Marcus HonarvarMarcus Honarvar Baltimore, Maryland Area
Wells Fargo Bank Years 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

Allison StarkeyAllison Starkey Greater New York City Area
Wells Fargo Bank Years 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

Bobbi McKinneyBobbi McKinney Reno, Nevada
Wells Fargo Bank Years 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

John GilbaughJohn Gilbaugh Greater Los Angeles Area
Wells Fargo Bank Years 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

Donna Anderson - GCDFDonna Anderson - GCDF Greater Nashville Area
Wells Fargo Bank Years 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

Miguel ArmendarizMiguel Armendariz Austin, Texas
Wells Fargo Bank Years 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

J. Alex WilliamsJ. Alex Williams Madison, Alabama
Wells Fargo Bank Years 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

Kassie DickinsonKassie Dickinson Bellingham, Washington Area
Wells Fargo Bank Years 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

Spencer TaggartSpencer Taggart Greater Salt Lake City Area
Wells Fargo Bank Years 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

Jodi McCownJodi McCown Gulf Breeze, Florida
Wells Fargo Bank Years 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

Chad M. Kortgard, MBA, MGMChad M. Kortgard, MBA, MGM Greater Minneapolis-St. Paul Area
Wells Fargo Bank Years 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

Lisa O'LearyLisa O'Leary San Francisco Bay Area
Wells Fargo Bank Years 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

Rebecca OlaguibelRebecca Olaguibel McAllen, Texas Area
Wells Fargo Bank Years 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

Christopher CavallaroChristopher Cavallaro Baltimore, Maryland Area
Wells Fargo Bank Years 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

Ellisa FaldetEllisa Faldet Corpus Christi, Texas Area
Wells Fargo Bank Years 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

Enrique Del RioEnrique Del Rio Houston, Texas Area
Wells Fargo Bank Years 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

Benjamin KartenBenjamin Karten Baltimore, Maryland
Wells Fargo Bank Years 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

Vincent MooreVincent Moore Greater New York City Area
Wells Fargo Bank Years 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

David NowakDavid Nowak Baltimore, Maryland Area
Wells Fargo Bank Years 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

samson sahadevansamson sahadevan Portland, Oregon Area
Wells Fargo Bank Years 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

L. Alisyn DanielL. Alisyn Daniel Greater Detroit Area
Wells Fargo Bank Years 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

Rhonda SchusterRhonda Schuster Corpus Christi, Texas Area
Wells Fargo Bank Years 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

Valerie PerryValerie Perry Sacramento, California Area
Wells Fargo Bank Years 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

Robert PlumasRobert Plumas San Antonio, Texas Area
Wells Fargo Bank Years 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

David HulseDavid Hulse Baltimore, Maryland Area
Wells Fargo Bank Years 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

Angel Mendez, CRPCAngel Mendez, CRPC San Antonio, Texas Area
Wells Fargo Bank Years 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

Kelly SwensonKelly Swenson Charlotte, North Carolina Area
Wells Fargo Bank Years 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

Kim Del Pozzo, CTPKim Del Pozzo, CTP Greater Atlanta Area
Wells Fargo Bank Years 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

Aaron GandyAaron Gandy San Antonio, Texas Area
Wells Fargo Bank Years 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

Blanca VelezBlanca Velez Austin, Texas Area
Wells Fargo Bank Years 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

Daron LoftonDaron Lofton San Antonio, Texas Area
Wells Fargo Bank Years 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

David HouseDavid House San Antonio, Texas Area
Wells Fargo Bank Years 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

Dora SeguraDora Segura San Antonio, Texas Area
Wells Fargo Bank Years 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

Esther VillarrealEsther Villarreal San Antonio, Texas Area
Wells Fargo Bank Years 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

Jennifer SaulsJennifer Sauls Dallas/Fort Worth Area
Wells Fargo Bank Years 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

Jim DormanJim Dorman San Antonio, Texas Area
Wells Fargo Bank Years 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

Jordan WalderJordan Walder Greater Los Angeles Area
Wells Fargo Bank Years 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

Karla GrossKarla Gross San Antonio, Texas Area
Wells Fargo Bank Years 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

Leti O'BrienLeti O'Brien United States
Wells Fargo Bank Years 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

Oscar A. Palafox LealOscar A. Palafox Leal San Antonio, Texas
Wells Fargo Bank Years 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

Paula DaviesPaula Davies Honolulu, Hawaii
Wells Fargo Bank Years 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

Raul Pina IIIRaul Pina III San Antonio, Texas
Wells Fargo Bank Years 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

Sandy VillasenorSandy Villasenor San Antonio, Texas Area
Wells Fargo Bank Years
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

Sonia ComisarencoSonia Comisarenco Austin, Texas Area
Wells Fargo Bank Years 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

Gerardo HigaredaGerardo Higareda McAllen, Texas Area
Wells Fargo Bank Years 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

Elaine MolskiElaine Molski Phoenix, Arizona Area
Wells Fargo Bank Years 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

Maggie PenaMaggie Pena Greater New York City Area
Wells Fargo Bank Years 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

Callan DoakCallan Doak San Francisco Bay Area
Wells Fargo Bank Years 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

Duffy DaughenbaughDuffy Daughenbaugh Greater Los Angeles Area
Wells Fargo Bank Years 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

Edward SaldanaEdward Saldana Greater Los Angeles Area
Wells Fargo Bank Years 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

Jimmy T. WongJimmy T. Wong San Francisco Bay Area
Wells Fargo Bank Years 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

John ParrilliJohn Parrilli Phoenix, Arizona Area
Wells Fargo Bank Years 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

Kirk VogelKirk Vogel Charlotte, North Carolina
Wells Fargo Bank Years 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

Liz JanotaLiz Janota Greater Philadelphia Area
Wells Fargo Bank Years 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

Luis WuLuis Wu Phoenix, Arizona Area
Wells Fargo Bank Years 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

Sally Anaya-BoyerSally Anaya-Boyer Greater Minneapolis-St. Paul Area
Wells Fargo Bank Years 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

William PatyWilliam Paty Palm Beach, Florida
Wells Fargo Bank Years 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

Rafael OlazagastiRafael Olazagasti Laurel, Maryland
Wells Fargo Bank Years 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

Billy AlbaBilly Alba Columbia, Maryland
Wells Fargo Bank Years 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

Daniel DaltonDaniel Dalton Greater New York City Area
Wells Fargo Bank Years 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

Dario. ClarkDario. Clark San Francisco Bay Area
Wells Fargo Bank Years 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

Dario ClarkDario Clark San Francisco Bay Area
Wells Fargo Bank Years 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

David ShayDavid Shay Charlotte, North Carolina Area
Wells Fargo Bank Years 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

Donna CoughlanDonna Coughlan Baltimore, Maryland Area
Wells Fargo Bank Years 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

E. Denise McLaughlinE. Denise McLaughlin Baltimore, Maryland Area
Wells Fargo Bank Years 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

Jason DorichJason Dorich Baltimore, Maryland Area
Wells Fargo Bank Years 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

Jessica HinebaughJessica Hinebaugh Washington D.C. Metro Area
Wells Fargo Bank Years 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

Jim LassenJim Lassen Baltimore, Maryland Area
Wells Fargo Bank Years 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

Lewis WallerLewis Waller Baltimore, Maryland Area
Wells Fargo Bank Years
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

Michael HEISLERMichael HEISLER Baltimore, Maryland Area
Wells Fargo Bank Years 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

Neil BergerNeil Berger Washington D.C. Metro Area
Wells Fargo Bank Years 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

Nick ChristiansenNick Christiansen Washington D.C. Metro Area
Wells Fargo Bank Years 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

Robert SwaffordRobert Swafford Baltimore, Maryland Area
Wells Fargo Bank Years 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

Shaheen MohajerShaheen Mohajer Baltimore, Maryland Area
Wells Fargo Bank Years 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

Wanda PriceWanda Price Charlotte, North Carolina Area
Wells Fargo Bank Years 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

Joanie JensonJoanie Jenson Boise, Idaho Area
Wells Fargo Bank Years 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

Beth HanslerBeth Hansler Santa Monica, California
Wells Fargo Bank Years 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

Gus PooleGus Poole Greater Seattle Area
Wells Fargo Bank Years 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

Kathryn FarthingKathryn Farthing Mill Valley, California
Wells Fargo Bank Years 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.)

John EasterwoodJohn Easterwood Greater Minneapolis-St. Paul Area
Wells Fargo Bank Years 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

David Camarillo, CFP®, CFSDavid Camarillo, CFP®, CFS Dallas/Fort Worth Area
Wells Fargo Bank Years 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

Dianne YeomansDianne Yeomans Houston, Texas Area
Wells Fargo Bank Years 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

Jeff PruettJeff Pruett San Antonio, Texas
Wells Fargo Bank Years 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

Melanie MarmorsteinMelanie Marmorstein Greater Denver Area
Wells Fargo Bank Years 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

Sheila WoodSheila Wood Phoenix, Arizona Area
Wells Fargo Bank Years 2003 - Present
Job EBusiness Systems Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank   2003 - Present
MicroAge   1998 - 2001

Education
Trinity University

Sheila JamesSheila James San Francisco Bay Area
Wells Fargo Bank Years 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

Madonna NeroMadonna Nero Greater Chicago Area
Wells Fargo Bank Years 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

Clifton YessickClifton Yessick Montgomery, Alabama Area
Wells Fargo Bank Years 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

Iantha BrownIantha Brown Pensacola, Florida Area
Wells Fargo Bank Years 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

Dan MetzDan Metz Charlotte, North Carolina Area
Wells Fargo Bank Years 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

Dawn DriesDawn Dries Greater Omaha Area
Wells Fargo Bank Years 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

Doug LeisterDoug Leister Charlotte, North Carolina
Wells Fargo Bank Years 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

Jon LeffertsJon Lefferts San Francisco Bay Area
Wells Fargo Bank Years 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