Wells Fargo Bank
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. CEO: Timothy J. Sloan (Oct 12, 2016–) Headquarters: San Francisco, California, United States Number of locations: 8,050 branches (2018); 13,000 ATMs (2018) Founded: March 18, 1852 Founders: William Fargo, Henry Wells Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Bank Salaries. You can even request information on how much does Wells Fargo Bank pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Bank directly from the past employees.
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17,543 Wells Fargo Bank employees in database. Find out everything there's to know about Wells Fargo Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank Employees
Employee
Years
Job
Industry
Gyssela Moreno, PMP Gyssela Moreno, PMP's Wells Fargo Bank Experience January 2009 - October 2012
Job Technology Development Area Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo June 2011 - Present
Wells Fargo Bank January 2009 - October 2012
Wachovia May 2004 - January 2009
Wachovia Bank August 1993 - November 1998
Skills
Process Improvement, Project Management, SDLC, Risk Management, Process Management, Financial Risk, Management, PMO, Governance, Change Management, Business Process, IT Management, Information Technology, Enterprise Software, Vendor Management, Business Analysis
Education
Universidad de Puerto Rico 1987 — 1991
BS, Computarized Information Systems
University of Puerto Rico-Mayaguez
Wells Fargo December 2014 - Present
Wells Fargo June 2011 - Present
Wells Fargo Bank January 2009 - October 2012
Wachovia May 2004 - January 2009
Wachovia Bank August 1993 - November 1998
Skills
Process Improvement, Project Management, SDLC, Risk Management, Process Management, Financial Risk, Management, PMO, Governance, Change Management, Business Process, IT Management, Information Technology, Enterprise Software, Vendor Management, Business Analysis
Education
Universidad de Puerto Rico 1987 — 1991
BS, Computarized Information Systems
University of Puerto Rico-Mayaguez
Pablo Caban's Wells Fargo Bank Experience March 2011 - Present
Job Personal Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2011 - Present
Amscot Financial June 2008 - March 2011
Nationwide Furniture, Inc. May 2006 - May 2008
Skills
Small Business Lending, Microsoft Excel, Financial Analysis, Recruiting, Credit, Customer Service, Loans, Team Building, Cash Management, Leadership, Banking, Coaching, Accounting, Budgets, Outlook, Sales Management, New Business Development, Management, Team Leadership
Education
Universidad Metropolitana 2008 — 2011
Master's degree, Finance, General
Universidad de Puerto Rico
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Wells Fargo Bank March 2011 - Present
Amscot Financial June 2008 - March 2011
Nationwide Furniture, Inc. May 2006 - May 2008
Skills
Small Business Lending, Microsoft Excel, Financial Analysis, Recruiting, Credit, Customer Service, Loans, Team Building, Cash Management, Leadership, Banking, Coaching, Accounting, Budgets, Outlook, Sales Management, New Business Development, Management, Team Leadership
Education
Universidad Metropolitana 2008 — 2011
Master's degree, Finance, General
Universidad de Puerto Rico
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Brandon Gouin's Wells Fargo Bank Experience January 2011 - May 2011
Job Senior Consultant Telecom, Media, & Technology at FTI Consulting
Industry Financial Services
Experience
FTI Consulting January 2015 - Present
Zayo Group October 2014 - December 2014
Zayo Group January 2014 - October 2014
Zayo Group June 2013 - December 2013
Zayo Group January 2013 - May 2013
Zayo Group June 2012 - December 2012
Wells Fargo May 2011 - June 2012
Wells Fargo Bank January 2011 - May 2011
University of Colorado Football Team January 2008 - July 2010
Skills
Salesforce.com, Microsoft Excel, Management, Financial Analysis, Operations Management, Sales Operations, Mergers & Acquisitions, Finance, Acquisition Integration, Sales, PowerPoint, Consumer Lending, Credit, Business Development, Strategy, Analysis, Start-ups, Banking, Project Management, Forecasting, Sales Management
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
B.S. degree, Business Administration
United States Air Force Academy
FTI Consulting January 2015 - Present
Zayo Group October 2014 - December 2014
Zayo Group January 2014 - October 2014
Zayo Group June 2013 - December 2013
Zayo Group January 2013 - May 2013
Zayo Group June 2012 - December 2012
Wells Fargo May 2011 - June 2012
Wells Fargo Bank January 2011 - May 2011
University of Colorado Football Team January 2008 - July 2010
Skills
Salesforce.com, Microsoft Excel, Management, Financial Analysis, Operations Management, Sales Operations, Mergers & Acquisitions, Finance, Acquisition Integration, Sales, PowerPoint, Consumer Lending, Credit, Business Development, Strategy, Analysis, Start-ups, Banking, Project Management, Forecasting, Sales Management
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
B.S. degree, Business Administration
United States Air Force Academy
Ekeisha Gibbs Ekeisha Gibbs's Wells Fargo Bank Experience September 2011 - December 2013
Job Personal Banker II/Business Advocate
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wells Fargo Bank September 2011 - December 2013
Wachovia/Wells Fargo July 2005 - August 2010
Skills
Strategic Management, Public Speaking, Partnership and..., Team Building, Performance Management, Leadership, Sales, Finance, Retail Banking, Loans, Credit, Portfolio Management
Education
Tuskegee University
Sales and Marketing
Wells Fargo January 2014 - Present
Wells Fargo Bank September 2011 - December 2013
Wachovia/Wells Fargo July 2005 - August 2010
Skills
Strategic Management, Public Speaking, Partnership and..., Team Building, Performance Management, Leadership, Sales, Finance, Retail Banking, Loans, Credit, Portfolio Management
Education
Tuskegee University
Sales and Marketing
Chris Sutherland Chris Sutherland's Wells Fargo Bank Experience 1998 - 2002
Job Chief Information Security Officer
Industry Banking
Experience
BMO Financial Group October 2012 - Present
DEFCON August 2014 - Present
Think Forward Consulting July 2013 - August 2015
Sterling Volunteer Fire Department 2004 - July 2012
Loudoun County Fire Rescue 2005 - June 2012
Abt Associates November 2009 - June 2011
US Government Agencies January 2003 - November 2009
Wells Fargo Bank 1998 - 2002
Coopers & Lybrand Consulting 1996 - 1997
Royal Navy September 1989 - May 1994
Skills
Information Security, Program Management, Security, Information Security..., Computer Security, Risk Assessment, Disaster Recovery, Security Audits, Crisis Management, Emergency Management, Being Stylishly Bald, Security Awareness, Risk Management, CISSP, Project Planning, Management, Enterprise Software, Leadership, NIST, Policy, Strategic Planning, ISO 27001, Unix, Information Technology, Strategy, Vulnerability Assessment, Team Building, Governance, IT Strategy, Consulting, Enterprise Architecture, Project Management, Vendor Management
Education
University of Cambridge 1994 — 1998
Engineer’s Degree
University of Aberdeen
BEng
Columbia University
Certificate
University of London
Certificate
Yale University
Certificate
Columbia University
Certificate
BMO Financial Group October 2012 - Present
DEFCON August 2014 - Present
Think Forward Consulting July 2013 - August 2015
Sterling Volunteer Fire Department 2004 - July 2012
Loudoun County Fire Rescue 2005 - June 2012
Abt Associates November 2009 - June 2011
US Government Agencies January 2003 - November 2009
Wells Fargo Bank 1998 - 2002
Coopers & Lybrand Consulting 1996 - 1997
Royal Navy September 1989 - May 1994
Skills
Information Security, Program Management, Security, Information Security..., Computer Security, Risk Assessment, Disaster Recovery, Security Audits, Crisis Management, Emergency Management, Being Stylishly Bald, Security Awareness, Risk Management, CISSP, Project Planning, Management, Enterprise Software, Leadership, NIST, Policy, Strategic Planning, ISO 27001, Unix, Information Technology, Strategy, Vulnerability Assessment, Team Building, Governance, IT Strategy, Consulting, Enterprise Architecture, Project Management, Vendor Management
Education
University of Cambridge 1994 — 1998
Engineer’s Degree
University of Aberdeen
BEng
Columbia University
Certificate
University of London
Certificate
Yale University
Certificate
Columbia University
Certificate
Walter Lara's Wells Fargo Bank Experience 1991 - 2000
Job Director, Interactive Services at SourceLink
Industry Marketing and Advertising
Experience
SourceLink April 2012 - Present
SourceLink January 2010 - September 2012
Sourcelink 2006 - November 2010
Sourcelink March 2000 - January 2006
Wells Fargo Bank 1991 - 2000
Skills
Database Marketing, Database Management, HTML, Access, MySQL, Data Reporting, Database Admin, JavaScript, Microsoft SQL Server, Data Analysis, Email Marketing, Multi-channel Marketing, Direct Marketing, CRM, Lead Generation, Segmentation, Product Marketing, Analytics, Customer Acquisition, Marketing Strategy, Direct Mail, Marketing, Integrated Marketing, Relationship Marketing, Interactive Marketing, Databases, Digital Marketing, Web Marketing, Creative Direction, SEM, Mobile Marketing, E-commerce, Web Analytics, B2B Marketing, Online Marketing, Campaign Management, Marketing Automation, Online Advertising, Google Analytics, Digital Strategy, SEO, Marketing Research, Advertising, B2B, Strategic Partnerships, Brand Development, Social Media Marketing, Market Planning, Salesforce.com, Web Development
Education
University of Phoenix 2002 — 2006
BS, Information Tech
UCLA Extension Corporate Education & Custom Programs 1997 — 1999
UCLA Extension, Database Management, Information Technology
SourceLink April 2012 - Present
SourceLink January 2010 - September 2012
Sourcelink 2006 - November 2010
Sourcelink March 2000 - January 2006
Wells Fargo Bank 1991 - 2000
Skills
Database Marketing, Database Management, HTML, Access, MySQL, Data Reporting, Database Admin, JavaScript, Microsoft SQL Server, Data Analysis, Email Marketing, Multi-channel Marketing, Direct Marketing, CRM, Lead Generation, Segmentation, Product Marketing, Analytics, Customer Acquisition, Marketing Strategy, Direct Mail, Marketing, Integrated Marketing, Relationship Marketing, Interactive Marketing, Databases, Digital Marketing, Web Marketing, Creative Direction, SEM, Mobile Marketing, E-commerce, Web Analytics, B2B Marketing, Online Marketing, Campaign Management, Marketing Automation, Online Advertising, Google Analytics, Digital Strategy, SEO, Marketing Research, Advertising, B2B, Strategic Partnerships, Brand Development, Social Media Marketing, Market Planning, Salesforce.com, Web Development
Education
University of Phoenix 2002 — 2006
BS, Information Tech
UCLA Extension Corporate Education & Custom Programs 1997 — 1999
UCLA Extension, Database Management, Information Technology
Alesia Branson's Wells Fargo Bank Experience March 2011 - August 2012
Job Executive Director
Industry Hospital & Health Care
Experience
Broadmore Senior Living June 2015 - Present
Happy Hearts Adult Day Services February 2013 - Present
Wells Fargo Advisors August 2012 - February 2013
Wells Fargo Bank March 2011 - August 2012
The Summit Companies April 2010 - March 2011
Huff Ford Subaru and Huff Chevrolet GMC September 2009 - April 2010
New Peoples Bank September 2006 - January 2009
AmSouth Bank July 2004 - September 2005
Virginia Retirement Specialists, Inc June 2001 - July 2004
Gourmet Goodies and Gifts February 1997 - February 2003
Skills
Healthcare, Healthcare Management, Customer Service, Microsoft Office, Public Speaking, Elder Care, Medicare, Event Planning, Microsoft Excel, Team Building, Strategic Planning, Sales, Marketing, Management, Coaching, Leadership Development, Leadership
Education
Tusculum College 1999 — 2001
Master of Arts Degree, Organizational Management
Virginia Intermont College 1997 — 1999
Bachelor of Arts Degree, Organizational
Broadmore Senior Living June 2015 - Present
Happy Hearts Adult Day Services February 2013 - Present
Wells Fargo Advisors August 2012 - February 2013
Wells Fargo Bank March 2011 - August 2012
The Summit Companies April 2010 - March 2011
Huff Ford Subaru and Huff Chevrolet GMC September 2009 - April 2010
New Peoples Bank September 2006 - January 2009
AmSouth Bank July 2004 - September 2005
Virginia Retirement Specialists, Inc June 2001 - July 2004
Gourmet Goodies and Gifts February 1997 - February 2003
Skills
Healthcare, Healthcare Management, Customer Service, Microsoft Office, Public Speaking, Elder Care, Medicare, Event Planning, Microsoft Excel, Team Building, Strategic Planning, Sales, Marketing, Management, Coaching, Leadership Development, Leadership
Education
Tusculum College 1999 — 2001
Master of Arts Degree, Organizational Management
Virginia Intermont College 1997 — 1999
Bachelor of Arts Degree, Organizational
Mariko Plumlee Mariko Plumlee's Wells Fargo Bank Experience July 2008 - July 2014
Job Vice President / Senior Private Banker, Relationship Management, Customized Credit and Wealth Management Solutions
Industry Financial Services
Experience
City National Bank July 2014 - Present
Wells Fargo Bank July 2008 - July 2014
Wells Fargo Bank December 2007 - July 2008
Wells Fargo Bank April 2007 - December 2007
Wells Fargo Bank July 2006 - April 2007
Wells Fargo Bank April 2004 - July 2006
Wells Fargo Bank April 2002 - April 2004
Wells Fargo Bank October 2001 - April 2002
Wells Fargo Bank April 2001 - October 2001
Wells Fargo Bank February 1997 - April 2001
Skills
Banking, Series 7, Wealth Management, Credit, Mortgage Lending, Private Banking, Loans, Finance, Underwriting, Commercial Banking, Credit Analysis, Small Business Lending, Relationship Management, Insurance, Loan Origination, Retail Banking, Deposits, Portfolio Management, Cash Management, Life Insurance, Financial Services, Wealth Management..., Branch Management, Wealth, Sales Management, High Net Worth..., Cross Selling, Sales, Home Equity Lines of..., Commercial Lending, Residential Mortgages, Commercial Mortgages, Financial Analysis
Education
UCLA Extension 2014 — 2015
Personal Financial Planning Certificate
University of California, Los Angeles
City National Bank July 2014 - Present
Wells Fargo Bank July 2008 - July 2014
Wells Fargo Bank December 2007 - July 2008
Wells Fargo Bank April 2007 - December 2007
Wells Fargo Bank July 2006 - April 2007
Wells Fargo Bank April 2004 - July 2006
Wells Fargo Bank April 2002 - April 2004
Wells Fargo Bank October 2001 - April 2002
Wells Fargo Bank April 2001 - October 2001
Wells Fargo Bank February 1997 - April 2001
Skills
Banking, Series 7, Wealth Management, Credit, Mortgage Lending, Private Banking, Loans, Finance, Underwriting, Commercial Banking, Credit Analysis, Small Business Lending, Relationship Management, Insurance, Loan Origination, Retail Banking, Deposits, Portfolio Management, Cash Management, Life Insurance, Financial Services, Wealth Management..., Branch Management, Wealth, Sales Management, High Net Worth..., Cross Selling, Sales, Home Equity Lines of..., Commercial Lending, Residential Mortgages, Commercial Mortgages, Financial Analysis
Education
UCLA Extension 2014 — 2015
Personal Financial Planning Certificate
University of California, Los Angeles
Chuck Delich Chuck Delich's Wells Fargo Bank Experience 2009 - Present
Job Sr Sales Executive at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services January 2013 - Present
Wells Fargo Bank 2009 - Present
Wells Fargo Insurance Services 1998 - Present
Skills
Mortgage Lending, Underwriting, Small Business Lending, Loans, Credit, Banking, Customer Service, Series 6, Employee Benefits, Life Insurance, Series 63, Risk Management, Recruiting, Team Building
Education
University of Southern California 1979 — 1981
Masters System Management, Project Management
US Air Force Academy 1973 — 1977
Bachelor of Science (BS), Behavioral Sciences
Wells Fargo Insurance Services January 2013 - Present
Wells Fargo Bank 2009 - Present
Wells Fargo Insurance Services 1998 - Present
Skills
Mortgage Lending, Underwriting, Small Business Lending, Loans, Credit, Banking, Customer Service, Series 6, Employee Benefits, Life Insurance, Series 63, Risk Management, Recruiting, Team Building
Education
University of Southern California 1979 — 1981
Masters System Management, Project Management
US Air Force Academy 1973 — 1977
Bachelor of Science (BS), Behavioral Sciences
Jodi (Berger) Barthold Jodi (Berger) Barthold's Wells Fargo Bank Experience January 1988 - January 1992
Job CFO at BOSS News Network, LLC
Industry Publishing
Experience
BOSS News Network March 2015 - Present
The Asset Diva April 2012 - February 2015
Accountants In Transition May 2013 - October 2013
TAG July 2011 - September 2012
Accents US, Inc. September 1995 - June 2011
ORPI January 2006 - February 2007
Conventions in America January 1994 - January 1995
Balboa Travel January 1993 - January 1994
Wells Fargo Bank January 1988 - January 1992
GAO July 1986 - August 1986
Skills
Accounting, QuickBooks, Financial Reporting, Finance, Financial Statements, Cash Flow, Budgets, Accounts Receivable, Payroll, Accounts Payable, Small Business, Bookkeeping, Financial Analysis, Management Consulting, Quicken, Property Management, Family Business, Business Planning, Sales & Use Tax, 1099 Preparation, General Ledger, Small Business..., Sales & Use Tax..., Accounting for Small..., ProAdvisor, entree, Budgeting, Cash Flow Management, Financial statement..., Creation of business..., Full Circle, FreshBooks
Education
Université de Perpignan Via Domitia 2006 — 2007
Master of Arts (MA), Major: Economics and Management / Minor: Management and Business Organization
University of California, Santa Barbara 1983 — 1987
BA, Business Economics (Accounting)
BOSS News Network March 2015 - Present
The Asset Diva April 2012 - February 2015
Accountants In Transition May 2013 - October 2013
TAG July 2011 - September 2012
Accents US, Inc. September 1995 - June 2011
ORPI January 2006 - February 2007
Conventions in America January 1994 - January 1995
Balboa Travel January 1993 - January 1994
Wells Fargo Bank January 1988 - January 1992
GAO July 1986 - August 1986
Skills
Accounting, QuickBooks, Financial Reporting, Finance, Financial Statements, Cash Flow, Budgets, Accounts Receivable, Payroll, Accounts Payable, Small Business, Bookkeeping, Financial Analysis, Management Consulting, Quicken, Property Management, Family Business, Business Planning, Sales & Use Tax, 1099 Preparation, General Ledger, Small Business..., Sales & Use Tax..., Accounting for Small..., ProAdvisor, entree, Budgeting, Cash Flow Management, Financial statement..., Creation of business..., Full Circle, FreshBooks
Education
Université de Perpignan Via Domitia 2006 — 2007
Master of Arts (MA), Major: Economics and Management / Minor: Management and Business Organization
University of California, Santa Barbara 1983 — 1987
BA, Business Economics (Accounting)
Henry (Hank) Ritchie's Wells Fargo Bank Experience June 2009 - July 2010
Job
Industry Information Technology and Services
Experience
Pixiboard January 2014 - Present
Various April 2011 - April 2014
Wells Fargo Bank June 2009 - July 2010
Wells Fargo Bank August 2005 - June 2009
Wells Fargo September 2003 - July 2005
Various February 2002 - September 2003
Nextera April 2000 - April 2001
The Communications Group October 1996 - March 2000
Strategent Tecnologies January 1996 - September 1996
The Communications Group October 1994 - January 1996
Skills
Project Management, Release Management, Operations Management, Business Analysis, Business Process..., SDLC, Management, Business Planning, Software Project..., Integration, Visio, Agile Methodologies, MS Project, Start-ups, Requirements Analysis, Process Improvement, Software Development, CRM, Outsourcing, Data Center, Vendor Management, Consulting, Business Process, Training, Business Intelligence, IT Strategy, Team Building, PMO, Strategy, Management Consulting, Banking, Program Management, Cross-functional Team...
Education
Tulane University 1982 — 1986
Bachelor of Arts (BA)
Pixiboard January 2014 - Present
Various April 2011 - April 2014
Wells Fargo Bank June 2009 - July 2010
Wells Fargo Bank August 2005 - June 2009
Wells Fargo September 2003 - July 2005
Various February 2002 - September 2003
Nextera April 2000 - April 2001
The Communications Group October 1996 - March 2000
Strategent Tecnologies January 1996 - September 1996
The Communications Group October 1994 - January 1996
Skills
Project Management, Release Management, Operations Management, Business Analysis, Business Process..., SDLC, Management, Business Planning, Software Project..., Integration, Visio, Agile Methodologies, MS Project, Start-ups, Requirements Analysis, Process Improvement, Software Development, CRM, Outsourcing, Data Center, Vendor Management, Consulting, Business Process, Training, Business Intelligence, IT Strategy, Team Building, PMO, Strategy, Management Consulting, Banking, Program Management, Cross-functional Team...
Education
Tulane University 1982 — 1986
Bachelor of Arts (BA)
Patricia Sierra Adams Patricia Sierra Adams's Wells Fargo Bank Experience 2009 - 2010
Job Personal Lines Manager at LHR
Industry Insurance
Experience
Lee, Hill & Rowe Insurors March 2010 - Present
Wells Fargo Bank 2009 - 2010
Wells Fargo Insurance Services May 2005 - March 2009
Hyatt Hotels Corporation May 2004 - May 2005
Clean Venture, Inc. May 2003 - November 2004
Best Western International July 1999 - May 2003
Jose Antonio Hotel August 1997 - July 1999
Hotel Riviera 1996 - 1997
Skills
Insurance, Customer Service, Property & Casualty..., Microsoft Office, Commercial Insurance, Training, Legal Liability, Professional Liability, Process Improvement, General Insurance, Security, Leadership, Strategic Planning, Team Leadership, Workers Compensation, Underwriting, Employment Practices..., Risk Management, Umbrella Insurance, Employee Benefits, Notary Public
Education
San Martin del Peru - Universidad de Tacna 1999 — 2003
Bachelor's Degree, Hotel and Restaurant Management
Universidad San Ignacio de Loyola 1994 — 1996
Computer Systems Analysis
Lee, Hill & Rowe Insurors March 2010 - Present
Wells Fargo Bank 2009 - 2010
Wells Fargo Insurance Services May 2005 - March 2009
Hyatt Hotels Corporation May 2004 - May 2005
Clean Venture, Inc. May 2003 - November 2004
Best Western International July 1999 - May 2003
Jose Antonio Hotel August 1997 - July 1999
Hotel Riviera 1996 - 1997
Skills
Insurance, Customer Service, Property & Casualty..., Microsoft Office, Commercial Insurance, Training, Legal Liability, Professional Liability, Process Improvement, General Insurance, Security, Leadership, Strategic Planning, Team Leadership, Workers Compensation, Underwriting, Employment Practices..., Risk Management, Umbrella Insurance, Employee Benefits, Notary Public
Education
San Martin del Peru - Universidad de Tacna 1999 — 2003
Bachelor's Degree, Hotel and Restaurant Management
Universidad San Ignacio de Loyola 1994 — 1996
Computer Systems Analysis
Carrie Straub's Wells Fargo Bank Experience June 2007 - June 2013
Job Programs Director at SPI Study Abroad
Industry Leisure, Travel & Tourism
Experience
SPI Study Abroad August 2014 - Present
SPI Study Abroad November 2012 - August 2014
Wells Fargo Bank June 2007 - June 2013
Skills
International Education, Spanish, Email Marketing, Social Media Marketing, Travel Planning, Operations Management, Marketing Communications, Language Teaching, Social Networking, Staff Development, Study Abroad Programs, Travel Management, Sales Management, Online Advertising, Store Operations, Retail Sales, French, Community Outreach, Education, Customer Service, International Logistics, Marketing Strategy
Education
University of Nebraska-Lincoln 2003 — 2008
Bachelor of Arts (BA), International/Global Studies, Spanish
Universidad de Granada 2005 — 2006
Certificate of Hispanic Studies, Spanish, Literature
SPI Study Abroad August 2014 - Present
SPI Study Abroad November 2012 - August 2014
Wells Fargo Bank June 2007 - June 2013
Skills
International Education, Spanish, Email Marketing, Social Media Marketing, Travel Planning, Operations Management, Marketing Communications, Language Teaching, Social Networking, Staff Development, Study Abroad Programs, Travel Management, Sales Management, Online Advertising, Store Operations, Retail Sales, French, Community Outreach, Education, Customer Service, International Logistics, Marketing Strategy
Education
University of Nebraska-Lincoln 2003 — 2008
Bachelor of Arts (BA), International/Global Studies, Spanish
Universidad de Granada 2005 — 2006
Certificate of Hispanic Studies, Spanish, Literature
Steven Bochinski Steven Bochinski's Wells Fargo Bank Experience 1994 - 1999
Job System Administrator at Command Prompt Inc
Industry Information Technology and Services
Experience
commandprompt.com February 2015 - Present
Steve's Tech Solutions April 2007 - Present
Charter College / Prospect Education December 2010 - October 2014
Steve's Tech Solutions January 2003 - April 2007
previewtravel.com 1999 - 2001
travelocity.com 1999 - 2001
Wells Fargo Bank 1994 - 1999
Amdahl Corporation 1991 - 1995
Eastman Kodak Company 1988 - 1991
Skills
Security Testing, Network Architecture, Wireless Network Design, Wireless Security, Network Security, Ethical Hacking, Cryptography, Penetration Testing, Linux System..., Linux Server, Linux, Network Design, Network Engineering, Wireless Networking, Quality Assurance, Apache, LAMP administration, CEH, Servers, Network Administration, Firewalls, Security, Computer Hardware, Integration, Active Directory, Routers, Unix, Computer Security, Windows 7, Networking, TCP/IP, Information Security, DNS, VPN, Information Technology, System Administration, Cisco Technologies, Virtualization, VMware, Disaster Recovery, Operating Systems, Testing, Management, Databases, Shell Scripting, Troubleshooting, Hardware, Infrastructure
Education
The State University of New Jersey Rutgers 2007 — 2008
Certificate, Unix Systems Administrator
State University of New York at Buffalo 1983 — 1987
B.S., Computer Science
commandprompt.com February 2015 - Present
Steve's Tech Solutions April 2007 - Present
Charter College / Prospect Education December 2010 - October 2014
Steve's Tech Solutions January 2003 - April 2007
previewtravel.com 1999 - 2001
travelocity.com 1999 - 2001
Wells Fargo Bank 1994 - 1999
Amdahl Corporation 1991 - 1995
Eastman Kodak Company 1988 - 1991
Skills
Security Testing, Network Architecture, Wireless Network Design, Wireless Security, Network Security, Ethical Hacking, Cryptography, Penetration Testing, Linux System..., Linux Server, Linux, Network Design, Network Engineering, Wireless Networking, Quality Assurance, Apache, LAMP administration, CEH, Servers, Network Administration, Firewalls, Security, Computer Hardware, Integration, Active Directory, Routers, Unix, Computer Security, Windows 7, Networking, TCP/IP, Information Security, DNS, VPN, Information Technology, System Administration, Cisco Technologies, Virtualization, VMware, Disaster Recovery, Operating Systems, Testing, Management, Databases, Shell Scripting, Troubleshooting, Hardware, Infrastructure
Education
The State University of New Jersey Rutgers 2007 — 2008
Certificate, Unix Systems Administrator
State University of New York at Buffalo 1983 — 1987
B.S., Computer Science
Ray Juman Ray Juman's Wells Fargo Bank Experience June 2011 - June 2015
Job VP, Global Banking, International Group
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo Bank June 2011 - June 2015
Wells Fargo May 2009 - June 2011
Wells Fargo September 2006 - August 2007
Skills
Chartered Financial..., Investments, Risk Management, Investment Banking, Finance, Financial Services, Treasury Management, Bonds, Loans, Portfolio Management, Banking
Education
UCLA Anderson School of Management 2007 — 2009
Master of Business Administration (MBA), Corporate Finance
Champlin
University of Minnesota - Carlson School of Management
Bachelor's degree, Finance, General
Wells Fargo July 2015 - Present
Wells Fargo Bank June 2011 - June 2015
Wells Fargo May 2009 - June 2011
Wells Fargo September 2006 - August 2007
Skills
Chartered Financial..., Investments, Risk Management, Investment Banking, Finance, Financial Services, Treasury Management, Bonds, Loans, Portfolio Management, Banking
Education
UCLA Anderson School of Management 2007 — 2009
Master of Business Administration (MBA), Corporate Finance
Champlin
University of Minnesota - Carlson School of Management
Bachelor's degree, Finance, General
Chadwick Kales's Wells Fargo Bank Experience April 2008 - March 2012
Job Sales Manager at Yelp
Industry Internet
Experience
Yelp.com May 2015 - Present
Yelp.com November 2014 - Present
Yelp.com May 2014 - Present
Yelp.com February 2014 - Present
Yelp.com October 2013 - Present
Yelp.com September 2013 - Present
Yelp.com April 2013 - Present
Yelp.com January 2013 - Present
Yelp.com March 2012 - Present
Wells Fargo Bank April 2008 - March 2012
Skills
Linguistics, Team Management, Finance, Credit, Social Media Marketing, Customer Service, Sales, Salesforce.com, Sales Management, Social Media, Leadership, Customer Satisfaction, Sales Operations, Facebook, Sales Process, Event Planning, CRM, Social Networking, Marketing, Advertising, Management, Cold Calling, Start-ups, Online Advertising, Account Management, Online Marketing, Business Development, Direct Sales, Banking, Lead Generation, Public Speaking
Education
University of Nevada-Reno 2007 — 2011
BA, Communication Studies, BA, Spanish
Universidad Rey Juan Carlos 2011 — 2011
Contemporary Spanish Literature
Yelp.com May 2015 - Present
Yelp.com November 2014 - Present
Yelp.com May 2014 - Present
Yelp.com February 2014 - Present
Yelp.com October 2013 - Present
Yelp.com September 2013 - Present
Yelp.com April 2013 - Present
Yelp.com January 2013 - Present
Yelp.com March 2012 - Present
Wells Fargo Bank April 2008 - March 2012
Skills
Linguistics, Team Management, Finance, Credit, Social Media Marketing, Customer Service, Sales, Salesforce.com, Sales Management, Social Media, Leadership, Customer Satisfaction, Sales Operations, Facebook, Sales Process, Event Planning, CRM, Social Networking, Marketing, Advertising, Management, Cold Calling, Start-ups, Online Advertising, Account Management, Online Marketing, Business Development, Direct Sales, Banking, Lead Generation, Public Speaking
Education
University of Nevada-Reno 2007 — 2011
BA, Communication Studies, BA, Spanish
Universidad Rey Juan Carlos 2011 — 2011
Contemporary Spanish Literature
Bertrand Tchoumkeu Bertrand Tchoumkeu's Wells Fargo Bank Experience September 2011 - Present
Job Technology Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank September 2011 - Present
Wells Fargo Bank December 2006 - August 2011
DaimlerChrysler August 2005 - September 2006
Skills
SSRS, Databases, Data Analysis, Database Design, Data Modeling, SQL Server, SSIS, Database Administration, DB2, SQL, Business Intelligence, .NET, XML, Data Warehousing, ASP.NET, Java, ETL, SSAS, C#, Oracle SQL, OLAP, T-SQL, Database Development, Data Integration, Performance Tuning, DTS, Stored Procedures, Relational Databases, Application Development, Data Migration, RDBMS, Database Management, Data Mining, Programming, Microsoft SQL Server, Oracle
Education
University of Yaounde 1998 — 2008
computer science
Ulm University 2004 — 2006
M. Sc, Computer Science
Wells Fargo Bank September 2011 - Present
Wells Fargo Bank December 2006 - August 2011
DaimlerChrysler August 2005 - September 2006
Skills
SSRS, Databases, Data Analysis, Database Design, Data Modeling, SQL Server, SSIS, Database Administration, DB2, SQL, Business Intelligence, .NET, XML, Data Warehousing, ASP.NET, Java, ETL, SSAS, C#, Oracle SQL, OLAP, T-SQL, Database Development, Data Integration, Performance Tuning, DTS, Stored Procedures, Relational Databases, Application Development, Data Migration, RDBMS, Database Management, Data Mining, Programming, Microsoft SQL Server, Oracle
Education
University of Yaounde 1998 — 2008
computer science
Ulm University 2004 — 2006
M. Sc, Computer Science
Kitchener Lara Kitchener Lara's Wells Fargo Bank Experience January 2008 - July 2011
Job Business Development Officer | Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
Wells Fargo April 2013 - December 2013
Citi July 2011 - February 2013
Wells Fargo Bank January 2008 - July 2011
Banco de Reservas June 2002 - February 2006
Skills
Banking, Commercial Banking, Business Finance, Loans, Cross Selling, Corporate Finance, Business Development, Cash Management, Retail Banking, Credit, Credit Analysis, Consumer Lending, Financial Services, Commercial Lending, Small Business Lending, Cold Calling, Portfolio Management, Finance, Treasury Management, Credit Cards, Lines Of Credit, Deposits, Relationship Management, Insurance, Mortgage Lending, Loan Origination, Wealth Management, Management, Mortgage Banking, Credit Risk, Private Banking, Commercial Mortgages, Underwriting, Branch Management, Branch Banking, Personal Banking, CRM, Residential Mortgages, Refinance, Customer Retention, Sales, Asset Based Lending, SBA, Home Equity Lines of..., Home Equity Loans, Treasury Services, Financial Advisory, Banking Relationships, Funding, Construction Loans
Education
Universidad Catolica Santo Domingo 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration
Wells Fargo January 2014 - Present
Wells Fargo April 2013 - December 2013
Citi July 2011 - February 2013
Wells Fargo Bank January 2008 - July 2011
Banco de Reservas June 2002 - February 2006
Skills
Banking, Commercial Banking, Business Finance, Loans, Cross Selling, Corporate Finance, Business Development, Cash Management, Retail Banking, Credit, Credit Analysis, Consumer Lending, Financial Services, Commercial Lending, Small Business Lending, Cold Calling, Portfolio Management, Finance, Treasury Management, Credit Cards, Lines Of Credit, Deposits, Relationship Management, Insurance, Mortgage Lending, Loan Origination, Wealth Management, Management, Mortgage Banking, Credit Risk, Private Banking, Commercial Mortgages, Underwriting, Branch Management, Branch Banking, Personal Banking, CRM, Residential Mortgages, Refinance, Customer Retention, Sales, Asset Based Lending, SBA, Home Equity Lines of..., Home Equity Loans, Treasury Services, Financial Advisory, Banking Relationships, Funding, Construction Loans
Education
Universidad Catolica Santo Domingo 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration
Bruce Armstrong Bruce Armstrong's Wells Fargo Bank Experience September 1979 - June 1985
Job Managing Director at Menke & Associates
Industry Financial Services
Experience
Menke & Associates August 1985 - Present
Wells Fargo Bank September 1979 - June 1985
Marsh & McLennan Companies, Inc. March 1976 - August 1977
Skills
Business Development, Valuation, Investment Banking, Strategy, Mergers & Acquisitions, Due Diligence, Business Valuation, Management, ESOP, Loans, Credit, Finance, Banking, Executive Management, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Financial Advisory
Education
UCLA Anderson School of Management 1977 — 1979
MBA in Accounting and Finance from UCLA Anderson Graduate School of Management
Stanford University 1971 — 1975
Bachelor's degree in, Economics with additional concentration in Political Science
Menke & Associates August 1985 - Present
Wells Fargo Bank September 1979 - June 1985
Marsh & McLennan Companies, Inc. March 1976 - August 1977
Skills
Business Development, Valuation, Investment Banking, Strategy, Mergers & Acquisitions, Due Diligence, Business Valuation, Management, ESOP, Loans, Credit, Finance, Banking, Executive Management, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Financial Advisory
Education
UCLA Anderson School of Management 1977 — 1979
MBA in Accounting and Finance from UCLA Anderson Graduate School of Management
Stanford University 1971 — 1975
Bachelor's degree in, Economics with additional concentration in Political Science
Amy Savicky Injaian Amy Savicky Injaian's Wells Fargo Bank Experience October 2008 - May 2014
Job Assistant Vice President, Wells Fargo Corporate Communications
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo Bank October 2008 - May 2014
Wells Fargo October 2004 - October 2008
Skills
Media Relations, Public Relations, Corporate Communications, Internal Communications, Crisis Communications, Strategic Communications, Press Releases, Communications Planning, Speech Writing, Marketing Communications, Editing, Integrated Marketing, Social Media, Nonprofits, Strategy
Education
State University of New York at Albany 1999 — 2003
BA, Mass Communications and Rhetoric
Wells Fargo May 2014 - Present
Wells Fargo Bank October 2008 - May 2014
Wells Fargo October 2004 - October 2008
Skills
Media Relations, Public Relations, Corporate Communications, Internal Communications, Crisis Communications, Strategic Communications, Press Releases, Communications Planning, Speech Writing, Marketing Communications, Editing, Integrated Marketing, Social Media, Nonprofits, Strategy
Education
State University of New York at Albany 1999 — 2003
BA, Mass Communications and Rhetoric
Bobby Ward's Wells Fargo Bank Experience 1996 - 1998
Job C. E.
Industry Government Administration
Experience
AXA Equitable 1998 - 2011
Wells Fargo Bank 1996 - 1998
The BW Group 1994 - 1996
The Equitable Life Assurance Society of the U.S. 1991 - 1994
Skills
Research, Analyzing data, Auditing, Listening, Relating to customers, Presenting ideas, Following up, Facilitating, Training, Setting Priorities, Decision Making, Series 63, 401k, Data Analysis
Education
Tulane University - A.B. Freeman School of Business
MBA, Business Administration
Xavier University of Louisiana
BS, Cum Laude, Accounting, Economics & Marketing
AXA Equitable 1998 - 2011
Wells Fargo Bank 1996 - 1998
The BW Group 1994 - 1996
The Equitable Life Assurance Society of the U.S. 1991 - 1994
Skills
Research, Analyzing data, Auditing, Listening, Relating to customers, Presenting ideas, Following up, Facilitating, Training, Setting Priorities, Decision Making, Series 63, 401k, Data Analysis
Education
Tulane University - A.B. Freeman School of Business
MBA, Business Administration
Xavier University of Louisiana
BS, Cum Laude, Accounting, Economics & Marketing
Jason Sutton Jason Sutton's Wells Fargo Bank Experience 2004 - Present
Job Region Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2004 - Present
Skills
Team Building, Banking, Credit, Finance, Financial Analysis, Series 7, Leadership, Cross-functional Team..., Underwriting, Process Improvement, Investments, Operations Management, Loans, Strategic Planning, Financial Modeling, Portfolio Management, Risk Management, Credit Analysis, Executive Management, Corporate Finance, Mergers & Acquisitions, Capital Markets, Commercial Lending, Commercial Banking, Financial Risk
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point
Bachelor of Science (B.S.), System's Engineering
Wells Fargo Bank 2004 - Present
Skills
Team Building, Banking, Credit, Finance, Financial Analysis, Series 7, Leadership, Cross-functional Team..., Underwriting, Process Improvement, Investments, Operations Management, Loans, Strategic Planning, Financial Modeling, Portfolio Management, Risk Management, Credit Analysis, Executive Management, Corporate Finance, Mergers & Acquisitions, Capital Markets, Commercial Lending, Commercial Banking, Financial Risk
Education
Case Western Reserve University - Weatherhead School of Management 2000 — 2002
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point
Bachelor of Science (B.S.), System's Engineering
Matthew Gorzka Matthew Gorzka's Wells Fargo Bank Experience August 2009 - April 2012
Job Proprietary Trader at First New York Securities
Industry Financial Services
Experience
First New York Securities October 2015 - Present
HSBC January 2015 - September 2015
HSBC April 2012 - January 2015
Wells Fargo Bank August 2009 - April 2012
Skills
Investments, Financial Analysis, Mortgage Lending, Equities, Loans, Portfolio Management, Credit, Asset Management, Fixed Income, Retirement Planning, Valuation, Series 63, Finance, Series 7
Education
SUNY Albany 2005 — 2009
Bachelors, Economics
First New York Securities October 2015 - Present
HSBC January 2015 - September 2015
HSBC April 2012 - January 2015
Wells Fargo Bank August 2009 - April 2012
Skills
Investments, Financial Analysis, Mortgage Lending, Equities, Loans, Portfolio Management, Credit, Asset Management, Fixed Income, Retirement Planning, Valuation, Series 63, Finance, Series 7
Education
SUNY Albany 2005 — 2009
Bachelors, Economics
Heather Brandt Heather Brandt's Wells Fargo Bank Experience August 1998 - February 2000
Job VP Finance at Trusted Hands Network
Industry Consumer Services
Experience
Trusted Hands Network December 2010 - Present
Wells Fargo Bank August 1998 - February 2000
ABN AMRO Bank N.V. 1993 - 1998
Education
UCLA Anderson School of Management 1995 — 1998
Master of Business Administration (MBA), Finance, General
UCSD
Bachelor of Arts (B.A.), Economics
Trusted Hands Network December 2010 - Present
Wells Fargo Bank August 1998 - February 2000
ABN AMRO Bank N.V. 1993 - 1998
Education
UCLA Anderson School of Management 1995 — 1998
Master of Business Administration (MBA), Finance, General
UCSD
Bachelor of Arts (B.A.), Economics
Edward Vaccaro, CPA's Wells Fargo Bank Experience July 2008 - May 2012
Job Business Finance Officer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Wells Fargo Bank July 2008 - May 2012
Wachovia Securities May 2007 - December 2007
Banc of America Securities 1995 - May 2007
Citibank 1988 - 1995
Arthur Andersen & Co 1985 - 1988
Skills
Capital Markets, ABS, CMBS, Securitization, CDO, Loans, MBS, Mortgage, Structured Finance, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Commercial Mortgages, Accounting, Real Estate, Financial Planning, Budgeting, Structured Products, Derivatives, Fixed Income, Compliance, Bonds, Residential Mortgages, Mortgage Servicing, Finance, Internal Controls, Commercial Real Estate, Securities, SEC filings, Sarbanes-Oxley Act, Essbase, Credit Derivatives, Operational Risk, Managerial Finance, US GAAP, Hyperion Enterprise, Hedging, Account Reconciliation, General Ledger, Operational Risk..., Budgets, Strategic Financial..., Mortgage Lending, Team Leadership
Education
State University of New York at Albany 1984 — 1985
Bachelor of Science, Accounting
TIAA-CREF May 2012 - Present
Wells Fargo Bank July 2008 - May 2012
Wachovia Securities May 2007 - December 2007
Banc of America Securities 1995 - May 2007
Citibank 1988 - 1995
Arthur Andersen & Co 1985 - 1988
Skills
Capital Markets, ABS, CMBS, Securitization, CDO, Loans, MBS, Mortgage, Structured Finance, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Commercial Mortgages, Accounting, Real Estate, Financial Planning, Budgeting, Structured Products, Derivatives, Fixed Income, Compliance, Bonds, Residential Mortgages, Mortgage Servicing, Finance, Internal Controls, Commercial Real Estate, Securities, SEC filings, Sarbanes-Oxley Act, Essbase, Credit Derivatives, Operational Risk, Managerial Finance, US GAAP, Hyperion Enterprise, Hedging, Account Reconciliation, General Ledger, Operational Risk..., Budgets, Strategic Financial..., Mortgage Lending, Team Leadership
Education
State University of New York at Albany 1984 — 1985
Bachelor of Science, Accounting
Josh Sawyers Josh Sawyers's Wells Fargo Bank Experience September 2008 - Present
Job
Industry Information Technology and Services
Experience
Wells Fargo Bank September 2008 - Present
Skills
CCNA, Technical Support, Cisco IOS, Networking, Cisco Technologies, Active Directory, Switches, Firewalls, Routers, Windows Server, Routing, Troubleshooting, LAN-WAN, Network Engineering, Python, Disaster Recovery, Data Center, VPN, Network Security, DNS, VMware, OSPF, Servers, TCP/IP, Microsoft Exchange, Network Administration
Education
University of Advancing Technology 2003 — 2007
BS, Network Engineering
Wells Fargo Bank September 2008 - Present
Skills
CCNA, Technical Support, Cisco IOS, Networking, Cisco Technologies, Active Directory, Switches, Firewalls, Routers, Windows Server, Routing, Troubleshooting, LAN-WAN, Network Engineering, Python, Disaster Recovery, Data Center, VPN, Network Security, DNS, VMware, OSPF, Servers, TCP/IP, Microsoft Exchange, Network Administration
Education
University of Advancing Technology 2003 — 2007
BS, Network Engineering
Victor Colon Victor Colon's Wells Fargo Bank Experience January 2010 - November 2011
Job Administrative/Financial Manager at Smarte Carte
Industry Airlines/Aviation
Experience
Smarte Carte December 2012 - Present
H&R Block December 2011 - April 2012
Wells Fargo Bank January 2010 - November 2011
Wachovia Corp. 2003 - 2009
First Union National Bank 1999 - 2001
Skills
Banking, Call Center, Team Leadership, Sales, Leadership, Process Improvement, Credit, Customer Service, Automated Retail
Education
Colegio San José
University of Puerto Rico
Bachelor of Science (B.S.), Mathematics
Smarte Carte December 2012 - Present
H&R Block December 2011 - April 2012
Wells Fargo Bank January 2010 - November 2011
Wachovia Corp. 2003 - 2009
First Union National Bank 1999 - 2001
Skills
Banking, Call Center, Team Leadership, Sales, Leadership, Process Improvement, Credit, Customer Service, Automated Retail
Education
Colegio San José
University of Puerto Rico
Bachelor of Science (B.S.), Mathematics
Felipe Price, MBA's Wells Fargo Bank Experience August 2010 - August 2012
Job Compliance Officer at Atlantic Capital Bank
Industry Financial Services
Experience
Atlantic Capital Bank August 2012 - Present
Wells Fargo Bank August 2010 - August 2012
Associated Credit Union February 2009 - August 2010
Associated Credit Union September 2007 - January 2009
Skills
Valuation Modeling, Microsoft Excel, Financial Modeling, Microsoft Office 2010
Education
Argosy University 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Tuskegee University 2001 — 2005
Bachelor of Science (B.S.), Finance
Investment Banking Institute
Financial Modeling and Valuation Analysis
Atlantic Capital Bank August 2012 - Present
Wells Fargo Bank August 2010 - August 2012
Associated Credit Union February 2009 - August 2010
Associated Credit Union September 2007 - January 2009
Skills
Valuation Modeling, Microsoft Excel, Financial Modeling, Microsoft Office 2010
Education
Argosy University 2008 — 2011
Master of Business Administration (M.B.A.), Finance
Tuskegee University 2001 — 2005
Bachelor of Science (B.S.), Finance
Investment Banking Institute
Financial Modeling and Valuation Analysis
Mark Malone's Wells Fargo Bank Experience March 2008 - October 2011
Job Vice President, Area Sales Leader at Rhinebeck Bank
Industry Banking
Experience
Rhinebeck Bank October 2012 - Present
M&T Bank October 2011 - October 2012
Wells Fargo Bank March 2008 - October 2011
HSBC Consumer and Mortgage Lending January 2006 - March 2008
Skills
Small Business Lending, Finance, Loans, Leadership, Commercial Lending, Consumer Lending, Sales, Banking, Credit, Financial Services, Commercial Banking, Mortgage Lending, Life Insurance, Lines Of Credit, Loan Origination, Retail Banking, Commercial Mortgages
Education
State University of New York at Albany 2002 — 2005
BA, Political Science/Business Administration
Rhinebeck Bank October 2012 - Present
M&T Bank October 2011 - October 2012
Wells Fargo Bank March 2008 - October 2011
HSBC Consumer and Mortgage Lending January 2006 - March 2008
Skills
Small Business Lending, Finance, Loans, Leadership, Commercial Lending, Consumer Lending, Sales, Banking, Credit, Financial Services, Commercial Banking, Mortgage Lending, Life Insurance, Lines Of Credit, Loan Origination, Retail Banking, Commercial Mortgages
Education
State University of New York at Albany 2002 — 2005
BA, Political Science/Business Administration
Rebecca Stevenson's Wells Fargo Bank Experience July 2010 - December 2010
Job Vice President & Relationship Manager, Life Sciences Group at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo October 2015 - Present
Wells Fargo Bank International July 2013 - Present
Wells Fargo Bank, N.A. January 2011 - July 2013
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank January 2008 - July 2010
Skills
Portfolio Management, Credit Analysis, Finance, Risk Management, Credit, Loans, Analysis, Commercial Banking, Underwriting, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor’s Degree, Finance
Wells Fargo October 2015 - Present
Wells Fargo Bank International July 2013 - Present
Wells Fargo Bank, N.A. January 2011 - July 2013
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank January 2008 - July 2010
Skills
Portfolio Management, Credit Analysis, Finance, Risk Management, Credit, Loans, Analysis, Commercial Banking, Underwriting, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor’s Degree, Finance
Adam McNicol Adam McNicol's Wells Fargo Bank Experience February 1995 - April 2005
Job Private Investor
Industry Investment Management
Experience
Fintan Partners, LLC May 2005 - June 2012
AM Wealth Management May 2005 - January 2009
Wells Fargo Bank February 1995 - April 2005
Skills
Alternative Investments, Asset Managment, Portfolio Management, Asset Allocation, Investments, Private Equity, Fixed Income, Wealth Management, Due Diligence
Education
University College London, U. of London
Bachelor of Arts (B.A.) Honors, Archaeology
Fintan Partners, LLC May 2005 - June 2012
AM Wealth Management May 2005 - January 2009
Wells Fargo Bank February 1995 - April 2005
Skills
Alternative Investments, Asset Managment, Portfolio Management, Asset Allocation, Investments, Private Equity, Fixed Income, Wealth Management, Due Diligence
Education
University College London, U. of London
Bachelor of Arts (B.A.) Honors, Archaeology
Philip Morse Philip Morse's Wells Fargo Bank Experience 1998 - Present
Job Managing Director at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 1998 - Present
Skills
Real Estate Financing, Mortgage Banking, Commercial Real Estate
Education
University of Georgia - Terry College of Business 1978 — 1979
Master of Business Administration (MBA), Real Estate
SUNY at Buffalo 1974 — 1978
Bachelor of Science (B.S.), Finance, General
Wells Fargo Bank 1998 - Present
Skills
Real Estate Financing, Mortgage Banking, Commercial Real Estate
Education
University of Georgia - Terry College of Business 1978 — 1979
Master of Business Administration (MBA), Real Estate
SUNY at Buffalo 1974 — 1978
Bachelor of Science (B.S.), Finance, General
Carmen Medina Carmen Medina's Wells Fargo Bank Experience October 1988 - August 2011
Job Senior Relationship Manager at JPMorgan Chase
Industry Banking
Experience
JPMorganChase August 2011 - Present
Wells Fargo Bank October 1988 - August 2011
Barnett Bank October 1985 - October 1988
Skills
Commercial Banking, Credit Analysis, Banking, Small Business Lending, Consumer Lending, Credit, Commercial Lending, Loans, Credit Risk, Private Banking, Commercial Mortgages, Lines Of Credit, Branch Banking, SBA, Cash Management, Cross Selling, Asset Based Lending, Deposits, Residential Mortgages, Loan Origination, Financial Risk, Mortgage Lending, Underwriting, Portfolio Management, Retail Banking, Relationship Management, Trade Finance, Treasury Management, Financial Services, Financial Analysis, Refinance
Education
Universidad Complutense de Madrid 1979 — 1984
BA, Modern languages and literature
JPMorganChase August 2011 - Present
Wells Fargo Bank October 1988 - August 2011
Barnett Bank October 1985 - October 1988
Skills
Commercial Banking, Credit Analysis, Banking, Small Business Lending, Consumer Lending, Credit, Commercial Lending, Loans, Credit Risk, Private Banking, Commercial Mortgages, Lines Of Credit, Branch Banking, SBA, Cash Management, Cross Selling, Asset Based Lending, Deposits, Residential Mortgages, Loan Origination, Financial Risk, Mortgage Lending, Underwriting, Portfolio Management, Retail Banking, Relationship Management, Trade Finance, Treasury Management, Financial Services, Financial Analysis, Refinance
Education
Universidad Complutense de Madrid 1979 — 1984
BA, Modern languages and literature
Peter Bassett's Wells Fargo Bank Experience July 2003 - August 2007
Job Sr. Financial Analyst at Best Buy
Industry Retail
Experience
Best Buy September 2012 - Present
Center for Diagnostic Imaging October 2009 - August 2012
Imation January 2008 - May 2008
Wells Fargo Bank July 2003 - August 2007
Skills
Competitive Analysis, Analysis, Valuation, Forecasting, Finance
Education
University of St. Thomas - Opus College of Business 2007 — 2009
MBA, Accounting and Finance
Tulane University - A.B. Freeman School of Business 1999 — 2003
BS, Finance
ICADE 2002 — 2002
International Finance & Management
Best Buy September 2012 - Present
Center for Diagnostic Imaging October 2009 - August 2012
Imation January 2008 - May 2008
Wells Fargo Bank July 2003 - August 2007
Skills
Competitive Analysis, Analysis, Valuation, Forecasting, Finance
Education
University of St. Thomas - Opus College of Business 2007 — 2009
MBA, Accounting and Finance
Tulane University - A.B. Freeman School of Business 1999 — 2003
BS, Finance
ICADE 2002 — 2002
International Finance & Management
Robert Greene, CPA, CMA Robert Greene, CPA, CMA's Wells Fargo Bank Experience 1981 - 1983
Job President at Tax Strategies, Inc.
Industry Accounting
Experience
Tax Strategies, Inc. 1989 - Present
Local CPA firms on Long Island, New York 1984 - 1989
Wells Fargo Bank 1981 - 1983
Bank of America, World HeadQuarters, San Francisco, CA 1979 - 1981
Skills
Income Tax, Financial Planners, Tax, Tax Preparation, Attorneys, Small Business, Corporate Tax, Accounting, Engineers, Tax Returns, Auditing, Tax Research, Management, Sales Tax, Employee Benefits, Analysis, Start-ups, Corporate Law, CPA, IRS, Finance, Estate Planning, S Corporations, Bookkeeping, Real Estate, Mergers & Acquisitions, Consulting, Strategy, QuickBooks, Due Diligence, Nonprofits, Time Management, Financial Reporting, Strategic Financial..., Financial Analysis, Budgets, Business Planning, Payroll, Restructuring, Project Planning, Sales, Management Consulting, Investments, Private Equity, Financial Services, Corporate Finance, Outlook, Valuation
Education
State University of New York at Buffalo 1972 — 1977
BS Accounting, Bus. Mgmt., Computer Science, International Trade
Tax Strategies, Inc. 1989 - Present
Local CPA firms on Long Island, New York 1984 - 1989
Wells Fargo Bank 1981 - 1983
Bank of America, World HeadQuarters, San Francisco, CA 1979 - 1981
Skills
Income Tax, Financial Planners, Tax, Tax Preparation, Attorneys, Small Business, Corporate Tax, Accounting, Engineers, Tax Returns, Auditing, Tax Research, Management, Sales Tax, Employee Benefits, Analysis, Start-ups, Corporate Law, CPA, IRS, Finance, Estate Planning, S Corporations, Bookkeeping, Real Estate, Mergers & Acquisitions, Consulting, Strategy, QuickBooks, Due Diligence, Nonprofits, Time Management, Financial Reporting, Strategic Financial..., Financial Analysis, Budgets, Business Planning, Payroll, Restructuring, Project Planning, Sales, Management Consulting, Investments, Private Equity, Financial Services, Corporate Finance, Outlook, Valuation
Education
State University of New York at Buffalo 1972 — 1977
BS Accounting, Bus. Mgmt., Computer Science, International Trade
Clovis Lacerda Clovis Lacerda's Wells Fargo Bank Experience February 2010 - Present
Job Telecom Executive
Industry Telecommunications
Experience
Wells Fargo Bank February 2010 - Present
LeadingQuest LLC & Parlacom Telecomunicacoes Brazil October 2004 - Present
University of Maryland University College July 2009 - Present
Lowe's May 2011 - April 2012
Pragmatics March 2009 - February 2010
ACN November 2007 - December 2008
InPhonic November 2005 - October 2007
Inter.net April 2002 - September 2004
Inter.net Brazil March 2000 - April 2002
Grupo Elogica September 1995 - April 2000
Skills
Telecommunications, Start-ups, Budgeting, VoIP, Call Center, M2M, MVNO, Brazil, Budgets, Team Leadership, Mobile Devices, Management, Wireless, Cloud Computing, Process Improvement, Project Management, Program Management, Business Intelligence, E-commerce, Leadership, Security, SDLC, Software Development, Integration, Requirements Analysis, Entrepreneurship, Project Planning, Networking, IT Service Management, Product Management, Business Planning, IP, Direct Sales, Mergers & Acquisitions, Consulting, Strategy, Data Center, Call Centers, SaaS, CRM, Vendor Management, Strategic Partnerships, Business Development, Cross-functional Team...
Education
George Mason University - School of Business 2004 — 2006
EMBA, Executive management
Universidade Federal de Pernambuco 1996 — 1997
MBA, Marketing
Universidade Federal de Pernambuco 1984 — 1990
Engineer, Electronic Engineering
Wells Fargo Bank February 2010 - Present
LeadingQuest LLC & Parlacom Telecomunicacoes Brazil October 2004 - Present
University of Maryland University College July 2009 - Present
Lowe's May 2011 - April 2012
Pragmatics March 2009 - February 2010
ACN November 2007 - December 2008
InPhonic November 2005 - October 2007
Inter.net April 2002 - September 2004
Inter.net Brazil March 2000 - April 2002
Grupo Elogica September 1995 - April 2000
Skills
Telecommunications, Start-ups, Budgeting, VoIP, Call Center, M2M, MVNO, Brazil, Budgets, Team Leadership, Mobile Devices, Management, Wireless, Cloud Computing, Process Improvement, Project Management, Program Management, Business Intelligence, E-commerce, Leadership, Security, SDLC, Software Development, Integration, Requirements Analysis, Entrepreneurship, Project Planning, Networking, IT Service Management, Product Management, Business Planning, IP, Direct Sales, Mergers & Acquisitions, Consulting, Strategy, Data Center, Call Centers, SaaS, CRM, Vendor Management, Strategic Partnerships, Business Development, Cross-functional Team...
Education
George Mason University - School of Business 2004 — 2006
EMBA, Executive management
Universidade Federal de Pernambuco 1996 — 1997
MBA, Marketing
Universidade Federal de Pernambuco 1984 — 1990
Engineer, Electronic Engineering
Noreen Sobottka Noreen Sobottka's Wells Fargo Bank Experience April 2010 - Present
Job SVP Commercial Banking at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank April 2010 - Present
Wells Fargo 1984 - Present
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Commercial Banking, Banking, Mortgage Lending, Small Business Lending, Portfolio Management, Credit Risk, Underwriting, Loan Origination, Consumer Lending, Lines Of Credit, Retail Banking, Financial Analysis, Risk Management, Investments, Finance, Financial Risk, Asset Based Lending, Relationship Management, Commercial Mortgages
Education
University College Cork 1974 — 1979
Bachelor of Commerce (B.Com.), Accounting and law, Magne Cum Laude
University College Cork 1974 — 1979
Bachelor of Commerce (BCom), Accounting and International law
Wells Fargo Bank April 2010 - Present
Wells Fargo 1984 - Present
Skills
Credit, Commercial Lending, Loans, Credit Analysis, Commercial Banking, Banking, Mortgage Lending, Small Business Lending, Portfolio Management, Credit Risk, Underwriting, Loan Origination, Consumer Lending, Lines Of Credit, Retail Banking, Financial Analysis, Risk Management, Investments, Finance, Financial Risk, Asset Based Lending, Relationship Management, Commercial Mortgages
Education
University College Cork 1974 — 1979
Bachelor of Commerce (B.Com.), Accounting and law, Magne Cum Laude
University College Cork 1974 — 1979
Bachelor of Commerce (BCom), Accounting and International law
Stephanie Kassab's Wells Fargo Bank Experience July 2010 - May 2011
Job Senior Marketing Manager at BulletinHealthcare
Industry Marketing and Advertising
Experience
BulletinHealthcare January 2014 - Present
BulletinHealthcare June 2011 - January 2014
Wells Fargo Bank July 2010 - May 2011
Skills
Digital Marketing, Direct Marketing, Digital Strategy, Email Marketing, Market Research, Online Advertising, Lead Generation, Social Media, Salesforce.com, Multi-channel Marketing, Advertising, Marketing Strategy, Marketing Communications, Online Marketing, Management, Product Marketing, Analytics, Digital Media, Start-ups, Social Media Marketing, Strategic Planning, CRM, Proposal Writing, Media Kit Development, Newsletters, Social Networking, B2B, Mobile Data, Pardot, WordPress
Education
University of Virginia 2006 — 2010
Bachelor of Arts, Economics, Middle East Studies, French
Université Lumière (Lyon II) 2008 — 2008
French Studies
BulletinHealthcare January 2014 - Present
BulletinHealthcare June 2011 - January 2014
Wells Fargo Bank July 2010 - May 2011
Skills
Digital Marketing, Direct Marketing, Digital Strategy, Email Marketing, Market Research, Online Advertising, Lead Generation, Social Media, Salesforce.com, Multi-channel Marketing, Advertising, Marketing Strategy, Marketing Communications, Online Marketing, Management, Product Marketing, Analytics, Digital Media, Start-ups, Social Media Marketing, Strategic Planning, CRM, Proposal Writing, Media Kit Development, Newsletters, Social Networking, B2B, Mobile Data, Pardot, WordPress
Education
University of Virginia 2006 — 2010
Bachelor of Arts, Economics, Middle East Studies, French
Université Lumière (Lyon II) 2008 — 2008
French Studies
Priscilla Chang Priscilla Chang's Wells Fargo Bank Experience July 2007 - June 2008
Job Digital Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Wells Fargo March 2015 - August 2015
Fast Marble Consulting October 2014 - March 2015
Wells Fargo November 2010 - November 2014
PayPal May 2010 - October 2010
BlackRock July 2008 - March 2010
Wells Fargo Bank July 2007 - June 2008
StubHub January 2008 - February 2008
Charles Schwab June 2005 - June 2007
OurStory 2007 - 2007
Skills
E-commerce, Strategy, Marketing Strategy, Product Management, Marketing, Marketing Communications, CRM, SEM, SEO, Start-ups, Online Marketing, Content Strategy, Advertising, Lead Generation, Brand Development, Customer Acquisition, Digital Marketing, Copywriting, Content Management, Social Networking, Market Research, Project Management, Strategic Partnerships, User Experience, Vendor Management, Website Development, Copy Editing, Brand Management, Technical Writing, Client Communication, Contract Negotiation, Writing, Online Travel, Online Dating, Wealth Management, Digital Media, Email Marketing, Web Content Management, Web Project Management, Editing
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing, International Marketing
Yale University
BA, History, Biology
Wells Fargo August 2015 - Present
Wells Fargo March 2015 - August 2015
Fast Marble Consulting October 2014 - March 2015
Wells Fargo November 2010 - November 2014
PayPal May 2010 - October 2010
BlackRock July 2008 - March 2010
Wells Fargo Bank July 2007 - June 2008
StubHub January 2008 - February 2008
Charles Schwab June 2005 - June 2007
OurStory 2007 - 2007
Skills
E-commerce, Strategy, Marketing Strategy, Product Management, Marketing, Marketing Communications, CRM, SEM, SEO, Start-ups, Online Marketing, Content Strategy, Advertising, Lead Generation, Brand Development, Customer Acquisition, Digital Marketing, Copywriting, Content Management, Social Networking, Market Research, Project Management, Strategic Partnerships, User Experience, Vendor Management, Website Development, Copy Editing, Brand Management, Technical Writing, Client Communication, Contract Negotiation, Writing, Online Travel, Online Dating, Wealth Management, Digital Media, Email Marketing, Web Content Management, Web Project Management, Editing
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Marketing, International Marketing
Yale University
BA, History, Biology
John Cimba Sr John Cimba Sr's Wells Fargo Bank Experience January 2010 - 2012
Job Entrepenural Business opportunities
Industry Investment Management
Experience
My Florida Home February 2012 - Present
The Business Exchange of America, Inc 1998 - Present
Wells Fargo Bank January 2010 - 2012
Dextrosang Inc January 2005 - April 2010
Star Industries January 1973 - November 2004
GoSTM,Inc. January 1999 - November 2003
Appletree Marketing,Inc February 1990 - November 2000
Melro Inc. February 1979 - October 1984
Skills
Real Estate, Investments, Business Strategy, Mergers, Venture Capital, Due Diligence, Financial Modeling, Private Equity, Business Planning, Corporate Finance, Financial Analysis, Banking, Risk Management, Small Business, Management, Finance, Valuation, Mergers & Acquisitions, Corporate Development, Strategy, Alternative Investments, Start-ups, Portfolio Management, Asset Management, Executive Management, Strategic Financial..., Equities, New Business Development, Capital Markets
Education
University at Buffalo
BSc, Business Administration, Economics
My Florida Home February 2012 - Present
The Business Exchange of America, Inc 1998 - Present
Wells Fargo Bank January 2010 - 2012
Dextrosang Inc January 2005 - April 2010
Star Industries January 1973 - November 2004
GoSTM,Inc. January 1999 - November 2003
Appletree Marketing,Inc February 1990 - November 2000
Melro Inc. February 1979 - October 1984
Skills
Real Estate, Investments, Business Strategy, Mergers, Venture Capital, Due Diligence, Financial Modeling, Private Equity, Business Planning, Corporate Finance, Financial Analysis, Banking, Risk Management, Small Business, Management, Finance, Valuation, Mergers & Acquisitions, Corporate Development, Strategy, Alternative Investments, Start-ups, Portfolio Management, Asset Management, Executive Management, Strategic Financial..., Equities, New Business Development, Capital Markets
Education
University at Buffalo
BSc, Business Administration, Economics
Nash Abu-Zahra Nash Abu-Zahra's Wells Fargo Bank Experience February 2009 - August 2011
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Wells Fargo Bank February 2009 - August 2011
Marcus & Millichap Real Estate Investment Services June 2005 - February 2009
Skills
Investment Banking, Financial Analysis, Financial Modeling, Valuation, IPO, Mergers, High Yield Bonds, Market Research, Project Management, Cross-functional Team..., Corporate Finance, Commercial Finance, Finance, Commercial Real Estate, Commercial Real Estate..., Career Development..., Sales, Credit, Equity Valuation, Competitive Analysis, Hedge Funds, Mergers & Acquisitions, Loans, Investments, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
University of California, Irvine 2001 — 2005
BA, Economics
Bank of America Merrill Lynch July 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Wells Fargo Bank February 2009 - August 2011
Marcus & Millichap Real Estate Investment Services June 2005 - February 2009
Skills
Investment Banking, Financial Analysis, Financial Modeling, Valuation, IPO, Mergers, High Yield Bonds, Market Research, Project Management, Cross-functional Team..., Corporate Finance, Commercial Finance, Finance, Commercial Real Estate, Commercial Real Estate..., Career Development..., Sales, Credit, Equity Valuation, Competitive Analysis, Hedge Funds, Mergers & Acquisitions, Loans, Investments, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
University of California, Irvine 2001 — 2005
BA, Economics
Mark E Pope's Wells Fargo Bank Experience August 2006 - Present
Job Regional Private Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2006 - Present
Guaranty Bank March 2000 - August 2006
Washington Mutual Consumer Finance April 1990 - March 2000
Skills
Customer Relations, Direct Sales, Client Services, Sales Management, Staff Training, New Business Development, Loans, Investments, Securities, Underwriting, Credit, Customer Service, CRM, Banking, Small Business Lending
Education
Tyler Junior College 1985 — 1987
AAS, Recreation Leadership
Hondo High School
Wells Fargo Bank August 2006 - Present
Guaranty Bank March 2000 - August 2006
Washington Mutual Consumer Finance April 1990 - March 2000
Skills
Customer Relations, Direct Sales, Client Services, Sales Management, Staff Training, New Business Development, Loans, Investments, Securities, Underwriting, Credit, Customer Service, CRM, Banking, Small Business Lending
Education
Tyler Junior College 1985 — 1987
AAS, Recreation Leadership
Hondo High School
Philip Lu Philip Lu's Wells Fargo Bank Experience May 2004 - Present
Job VP and Customer Insights Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank May 2004 - Present
Chela Education Financing March 2002 - May 2004
Schwab November 2000 - December 2001
Gartner November 1999 - November 2000
Center for Business Knowledge, Ernst & Young LLP January 1998 - October 2000
Cubic Transportation Systems October 1995 - December 1998
Skills
Customer Experience, Contract Negotiation, Policy Analysis, Analysis, Mobile Devices, Online Advertising, Management, Competitive Analysis, Competitive Intelligence, Segmentation, Product Management, Financial Services, Market Research, Business Strategy, Product Development, Leadership, CRM
Education
UC San Diego School of Global Policy and Strategy (GPS) 1993 — 1995
MPIA, International Relations and Technology Management
University of California, Irvine 1988 — 1993
BS, Electrical Engineering
Wells Fargo Bank May 2004 - Present
Chela Education Financing March 2002 - May 2004
Schwab November 2000 - December 2001
Gartner November 1999 - November 2000
Center for Business Knowledge, Ernst & Young LLP January 1998 - October 2000
Cubic Transportation Systems October 1995 - December 1998
Skills
Customer Experience, Contract Negotiation, Policy Analysis, Analysis, Mobile Devices, Online Advertising, Management, Competitive Analysis, Competitive Intelligence, Segmentation, Product Management, Financial Services, Market Research, Business Strategy, Product Development, Leadership, CRM
Education
UC San Diego School of Global Policy and Strategy (GPS) 1993 — 1995
MPIA, International Relations and Technology Management
University of California, Irvine 1988 — 1993
BS, Electrical Engineering
Keith Watrous Keith Watrous's Wells Fargo Bank Experience August 1997 - March 1999
Job Investment Solutions Representative COUNTRY Financial ®
Industry Financial Services
Experience
COUNTRY Financial® September 2012 - Present
International Cruise and Excursions November 2011 - September 2012
American General Finance (aka Springleaf Fin'l) September 1999 - July 2011
Wells Fargo Bank August 1997 - March 1999
Skills
Sales, Sales Presentations, Team Leadership, Leadership Development, Property & Casualty..., Life Insurance, Health Insurance, New Business Development, Business Development, Customer Service, Customer Satisfaction, Customer Retention
Education
University at Buffalo 1989 — 1992
Mathematics and Political Science
COUNTRY Financial® September 2012 - Present
International Cruise and Excursions November 2011 - September 2012
American General Finance (aka Springleaf Fin'l) September 1999 - July 2011
Wells Fargo Bank August 1997 - March 1999
Skills
Sales, Sales Presentations, Team Leadership, Leadership Development, Property & Casualty..., Life Insurance, Health Insurance, New Business Development, Business Development, Customer Service, Customer Satisfaction, Customer Retention
Education
University at Buffalo 1989 — 1992
Mathematics and Political Science
Fleur Twohig Fleur Twohig's Wells Fargo Bank Experience January 2011 - January 2012
Job Executive Vice President, COO, Strategy & Head of Liability & Investment Management at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2014 - Present
Wells Fargo January 2012 - July 2014
Wells Fargo Bank January 2011 - January 2012
Wells Fargo Bank November 2009 - January 2011
Wachovia, A Wells Fargo Company January 2004 - November 2009
Skills
Banking, Commercial Banking, Risk Management, Credit, Capital Markets, Portfolio Management, Cash Management, Financial Services, Loans, Treasury Management, Credit Risk, Payments
Education
UCL 1993 — 1996
Wells Fargo July 2014 - Present
Wells Fargo January 2012 - July 2014
Wells Fargo Bank January 2011 - January 2012
Wells Fargo Bank November 2009 - January 2011
Wachovia, A Wells Fargo Company January 2004 - November 2009
Skills
Banking, Commercial Banking, Risk Management, Credit, Capital Markets, Portfolio Management, Cash Management, Financial Services, Loans, Treasury Management, Credit Risk, Payments
Education
UCL 1993 — 1996
Arthur McAllister Arthur McAllister's Wells Fargo Bank Experience August 1982 - May 1996
Job Retired
Industry Financial Services
Experience
Raymond James May 2009 - January 2015
Merrill Lynch 1996 - 2009
Wells Fargo Bank August 1982 - May 1996
Skills
Series 7, Wealth Management, Retirement Planning, Series 65, Series 63, Estate Planning, Retirement Income..., Financial Planning
Education
UCLA Anderson School of Management 1971 — 1972
MBA, Management
University of Colorado at Boulder
B.A., Asian Studies
Raymond James May 2009 - January 2015
Merrill Lynch 1996 - 2009
Wells Fargo Bank August 1982 - May 1996
Skills
Series 7, Wealth Management, Retirement Planning, Series 65, Series 63, Estate Planning, Retirement Income..., Financial Planning
Education
UCLA Anderson School of Management 1971 — 1972
MBA, Management
University of Colorado at Boulder
B.A., Asian Studies
Lisa Wilhelm Lisa Wilhelm's Wells Fargo Bank Experience 1990 - 1998
Job Founder & Managing Partner, Global Payments Experts llc.
Industry Management Consulting
Experience
Global Payments Experts llc. (GPE) 1998 - Present
iPeopleFINANCE 2012 - 2013
Stealth Start Up 2009 - 2013
Cydelity 2005 - 2006
Primary Payment Systems, Inc. (now Early Warning Services LLC) 1994 - 1998
Wells Fargo Bank 1990 - 1998
Wells Fargo Bank 1983 - 1990
Skills
Strategy, Start-ups, Business Strategy, Analytics, Banking, Risk Management, Mergers & Acquisitions, Payments, Leadership, Credit Cards, Financial Risk, Management, Credit, Strategic Planning, Product Innovation, Portfolio Management, Business Development, Business Process, Integration, Predictive Analytics, Financial Services, Venture Capital, Analysis, E-commerce, MSME Credit and Banking, Credit/Behavior Scoring, Go-to-market Strategy, Marketing, Product Development, Payment Systems, Entrepreneurship, Mobile Commerce, Consumer Credit and..., Product Management, Consulting, Business Intelligence, Segmentation, Market Analysis, Strategic Partnerships, Mobile Payments, Management Consulting, Debit Cards, Thought Leadership, Emerging Markets
Education
University of Virginia 1987 — 1989
Graduate, CBA School of Retail Bank Management
University of Maine 1974 — 1977
MA Degree Candidate, BA, Liberal Studies (History, Languages, Literature)
Université Paris-Sorbonne 1971 — 1972
Diplôme de Langue et la Civilisation Française
Goethe Institute
German Language 1973
SHAPE International School
Global Payments Experts llc. (GPE) 1998 - Present
iPeopleFINANCE 2012 - 2013
Stealth Start Up 2009 - 2013
Cydelity 2005 - 2006
Primary Payment Systems, Inc. (now Early Warning Services LLC) 1994 - 1998
Wells Fargo Bank 1990 - 1998
Wells Fargo Bank 1983 - 1990
Skills
Strategy, Start-ups, Business Strategy, Analytics, Banking, Risk Management, Mergers & Acquisitions, Payments, Leadership, Credit Cards, Financial Risk, Management, Credit, Strategic Planning, Product Innovation, Portfolio Management, Business Development, Business Process, Integration, Predictive Analytics, Financial Services, Venture Capital, Analysis, E-commerce, MSME Credit and Banking, Credit/Behavior Scoring, Go-to-market Strategy, Marketing, Product Development, Payment Systems, Entrepreneurship, Mobile Commerce, Consumer Credit and..., Product Management, Consulting, Business Intelligence, Segmentation, Market Analysis, Strategic Partnerships, Mobile Payments, Management Consulting, Debit Cards, Thought Leadership, Emerging Markets
Education
University of Virginia 1987 — 1989
Graduate, CBA School of Retail Bank Management
University of Maine 1974 — 1977
MA Degree Candidate, BA, Liberal Studies (History, Languages, Literature)
Université Paris-Sorbonne 1971 — 1972
Diplôme de Langue et la Civilisation Française
Goethe Institute
German Language 1973
SHAPE International School
John Drosner John Drosner's Wells Fargo Bank Experience May 1994 - December 1998
Job Senior Manager at EY
Industry Financial Services
Experience
EY September 2014 - Present
Deloitte & Touche September 2010 - September 2014
Robert W. Baird December 2008 - April 2010
PricewaterhouseCoopers December 1998 - December 2008
Bay Bridge Airport - Capitol Air May 2004 - October 2006
Wells Fargo Bank May 1994 - December 1998
Skills
Securitization, Structured Finance, Valuation, Structured Products, Financial Analysis, MBS, Financial Services, Asset Management, Derivatives, Accounting, Finance, Management, Cash Flow, Investment Banking, Analysis, Bloomberg, Cash Flow Forecasting, Banking, Portfolio Management
Education
University of Maryland Baltimore County 1994 — 1994
B.A., Economics/ Finance
United States Naval Academy 1988 — 1992
Economics
EY September 2014 - Present
Deloitte & Touche September 2010 - September 2014
Robert W. Baird December 2008 - April 2010
PricewaterhouseCoopers December 1998 - December 2008
Bay Bridge Airport - Capitol Air May 2004 - October 2006
Wells Fargo Bank May 1994 - December 1998
Skills
Securitization, Structured Finance, Valuation, Structured Products, Financial Analysis, MBS, Financial Services, Asset Management, Derivatives, Accounting, Finance, Management, Cash Flow, Investment Banking, Analysis, Bloomberg, Cash Flow Forecasting, Banking, Portfolio Management
Education
University of Maryland Baltimore County 1994 — 1994
B.A., Economics/ Finance
United States Naval Academy 1988 — 1992
Economics
Elise Fortin Elise Fortin's Wells Fargo Bank Experience December 2007 - February 2013
Job SVP Private Bank Market Leader
Industry Banking
Experience
Umpqua Bank April 2013 - Present
Wells Fargo Bank December 2007 - February 2013
Umpqua Bank 2013 - 2013
U.S. Trust July 2005 - December 2007
Northern Trust October 1999 - July 2005
Skills
Wealth Management, High Net Worth..., Private Banking, Investments, Strategic Financial..., Wealth, Customer Service, Insurance, Series 7, Business Development, Small Business, Finance, Strategy, Banking, Customer Relations
Education
Laval University
Umpqua Bank April 2013 - Present
Wells Fargo Bank December 2007 - February 2013
Umpqua Bank 2013 - 2013
U.S. Trust July 2005 - December 2007
Northern Trust October 1999 - July 2005
Skills
Wealth Management, High Net Worth..., Private Banking, Investments, Strategic Financial..., Wealth, Customer Service, Insurance, Series 7, Business Development, Small Business, Finance, Strategy, Banking, Customer Relations
Education
Laval University
Molly Munson's Wells Fargo Bank Experience July 2013 - Present
Job Financial Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2013 - Present
University of Oregon September 2011 - June 2013
Accessible Education Center September 2011 - June 2013
Wells Fargo Bank June 2012 - August 2012
University of Oregon Club Ultimate Frisbee Team October 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Marketing, Credit, Analysis, Finance, Microsoft Excel, Loans, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2013
Bachelor of Science (B.S.), Major: Finance, Senior
Universidad Nacional de Rosario 2012 — 2012
Study Abroad Participant with the School of Law, Spanish and Business Administration, Exchange Student
University of California, Los Angeles 2009 — 2010
College of Letters and Science, Pre-Business Curriculum
Wells Fargo Bank July 2013 - Present
University of Oregon September 2011 - June 2013
Accessible Education Center September 2011 - June 2013
Wells Fargo Bank June 2012 - August 2012
University of Oregon Club Ultimate Frisbee Team October 2011 - June 2012
Skills
Financial Analysis, Financial Modeling, Marketing, Credit, Analysis, Finance, Microsoft Excel, Loans, Accounting
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2013
Bachelor of Science (B.S.), Major: Finance, Senior
Universidad Nacional de Rosario 2012 — 2012
Study Abroad Participant with the School of Law, Spanish and Business Administration, Exchange Student
University of California, Los Angeles 2009 — 2010
College of Letters and Science, Pre-Business Curriculum
Terri Bullock Terri Bullock's Wells Fargo Bank Experience 1980 - 1991
Job Director at Windrider Film Forum Bay Area
Industry Entertainment
Experience
Windrider Film Forum - Bay Area 2010 - Present
Wells Fargo Bank 1980 - 1991
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance and Accounting
University of the Pacific
Bachelor's degree, English Literature
Windrider Film Forum - Bay Area 2010 - Present
Wells Fargo Bank 1980 - 1991
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance and Accounting
University of the Pacific
Bachelor's degree, English Literature
Austin Myers, CFA Austin Myers, CFA's Wells Fargo Bank Experience August 2004 - May 2006
Job Fixed Income Sales
Industry Capital Markets
Experience
Wells Fargo Securities September 2009 - Present
Anderson Student Asset Management Fund April 2012 - June 2013
Wells Fargo Securities October 2007 - August 2009
Wells Fargo May 2006 - October 2007
Wells Fargo Bank August 2004 - May 2006
Skills
Fixed Income, Structured Products, MBS, Bonds, Bloomberg, High Yield, Excel, Credit, Securities, Investments, Derivatives, Microsoft Excel, Capital Markets
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance
University of California, Santa Barbara
BA, Business Economics
Wells Fargo Securities September 2009 - Present
Anderson Student Asset Management Fund April 2012 - June 2013
Wells Fargo Securities October 2007 - August 2009
Wells Fargo May 2006 - October 2007
Wells Fargo Bank August 2004 - May 2006
Skills
Fixed Income, Structured Products, MBS, Bonds, Bloomberg, High Yield, Excel, Credit, Securities, Investments, Derivatives, Microsoft Excel, Capital Markets
Education
UCLA Anderson School of Management 2011 — 2014
MBA, Finance
University of California, Santa Barbara
BA, Business Economics
Glenn Hoey Glenn Hoey's Wells Fargo Bank Experience September 1978 - December 1983
Job Investor
Industry Financial Services
Experience
Security Investing Group, LLC September 2011 - September 2012
Merrill Lynch 1996 - 2009
The Printing Center January 1984 - December 1995
Wells Fargo Bank September 1978 - December 1983
Union Bank June 1976 - August 1978
Skills
Entrepreneurship, Investment Strategies, Execution Management, Wealth, Risk, Start-ups, Sales Management, Wealth Management, Banking, Small Business, Business Management, Asset Allocation, Credit, Capital Markets, Investments, Portfolio Management, Investment Advisory, Management, Risk Management, Series 7, Private Equity, Emerging Markets, Wealth Management...
Education
UCLA Anderson School of Management 1974 — 1976
MBA, Finance
University of California, San Diego 1969 — 1974
BA, Biology and Chinese Studies
Security Investing Group, LLC September 2011 - September 2012
Merrill Lynch 1996 - 2009
The Printing Center January 1984 - December 1995
Wells Fargo Bank September 1978 - December 1983
Union Bank June 1976 - August 1978
Skills
Entrepreneurship, Investment Strategies, Execution Management, Wealth, Risk, Start-ups, Sales Management, Wealth Management, Banking, Small Business, Business Management, Asset Allocation, Credit, Capital Markets, Investments, Portfolio Management, Investment Advisory, Management, Risk Management, Series 7, Private Equity, Emerging Markets, Wealth Management...
Education
UCLA Anderson School of Management 1974 — 1976
MBA, Finance
University of California, San Diego 1969 — 1974
BA, Biology and Chinese Studies
Julie Cane's Wells Fargo Bank Experience 2002 - 2005
Job Culture of Caring at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo November 2012 - March 2014
Charles Schwab June 2010 - November 2012
Wells Fargo Bank 2002 - 2005
Autodesk 1999 - 2002
Accenture 1997 - 1998
Price Waterhouse Management Consultants 1996 - 1996
SEI 1993 - 1995
United States Navy 1989 - 1993
Skills
Acquisition Integration, Banking, Business Development, Change Management, Competitive Intelligence, Consulting, Financial Services, Segmentation, Strategy, Marketing Strategy, Management Consulting, Marketing, Integrated Marketing
Education
St. Agnes St. Stephens
University of California, Los Angeles - The Anderson School of Management
MBA
University of Virginia
BA
Wells Fargo March 2014 - Present
Wells Fargo November 2012 - March 2014
Charles Schwab June 2010 - November 2012
Wells Fargo Bank 2002 - 2005
Autodesk 1999 - 2002
Accenture 1997 - 1998
Price Waterhouse Management Consultants 1996 - 1996
SEI 1993 - 1995
United States Navy 1989 - 1993
Skills
Acquisition Integration, Banking, Business Development, Change Management, Competitive Intelligence, Consulting, Financial Services, Segmentation, Strategy, Marketing Strategy, Management Consulting, Marketing, Integrated Marketing
Education
St. Agnes St. Stephens
University of California, Los Angeles - The Anderson School of Management
MBA
University of Virginia
BA
Maria Isabel Meza- MBA Maria Isabel Meza- MBA's Wells Fargo Bank Experience June 2009 - May 2011
Job Human Resources Generalist at Blue Diamond Growers
Industry Consumer Goods
Experience
Blue Diamond Growers October 2013 - Present
Frito Lay June 2011 - October 2013
ClubZ!-In-Home Tutoring Services July 2007 - December 2012
Wells Fargo Bank June 2009 - May 2011
Skills
PowerPoint, Customer Service, Microsoft Word, Event Planning, Microsoft Office, Spanish, Outlook, Sales, Team Leadership, Leadership, Recruiting, Teamwork, Speech, Public Speaking, Data Entry, Event Management, Microsoft Excel, Coaching
Education
California State University, Stanislaus 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of the Pacific - Eberhardt School of Business 2007 — 2011
BS, Business Administration
Universidad de Sevilla 2010 — 2010
Spanish Language and Literature
Blue Diamond Growers October 2013 - Present
Frito Lay June 2011 - October 2013
ClubZ!-In-Home Tutoring Services July 2007 - December 2012
Wells Fargo Bank June 2009 - May 2011
Skills
PowerPoint, Customer Service, Microsoft Word, Event Planning, Microsoft Office, Spanish, Outlook, Sales, Team Leadership, Leadership, Recruiting, Teamwork, Speech, Public Speaking, Data Entry, Event Management, Microsoft Excel, Coaching
Education
California State University, Stanislaus 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of the Pacific - Eberhardt School of Business 2007 — 2011
BS, Business Administration
Universidad de Sevilla 2010 — 2010
Spanish Language and Literature
Jade Sand Jade Sand's Wells Fargo Bank Experience July 2001 - December 2012
Job Community Bank Manager
Industry Banking
Experience
Mutual of Omaha Bank September 2015 - Present
Mutual of Omaha Bank April 2015 - September 2015
Chase February 2013 - April 2015
Wells Fargo Bank July 2001 - December 2012
Skills
Account Management, Cold Calling, Customer Service, Leadership, Management, New Business Development, Sales, Sales Management, Team Building, Customer Satisfaction, Direct Sales, Sales Process, Salesforce.com, Training
Education
University of Advancing Technology 1996 — 1998
Associates of Art, Multimedia
Mutual of Omaha Bank September 2015 - Present
Mutual of Omaha Bank April 2015 - September 2015
Chase February 2013 - April 2015
Wells Fargo Bank July 2001 - December 2012
Skills
Account Management, Cold Calling, Customer Service, Leadership, Management, New Business Development, Sales, Sales Management, Team Building, Customer Satisfaction, Direct Sales, Sales Process, Salesforce.com, Training
Education
University of Advancing Technology 1996 — 1998
Associates of Art, Multimedia
Marco M. Gandra, HCS, SWP Marco M. Gandra, HCS, SWP's Wells Fargo Bank Experience December 2007 - December 2009
Job Apple Maps LATAM, Portugal, Spain at Apple
Industry Internet
Experience
Apple October 2013 - Present
Google August 2012 - October 2013
Wells Fargo Bank December 2007 - December 2009
Wells Fargo 2005 - December 2009
Wells Fargo Bank 2004 - 2005
Rotary International 2000 - 2004
Skills
Performance Management, Organizational..., Affirmative Action, University Relations, Coaching, Campus, Leadership Development, Human Capital Management, Talent Management, Succession Planning, HR Strategy, Strategic Planning, Workforce Planning, EEO, Mentoring, Talent Development, Management Development, Talent Acquisition, Onboarding, Career Development, OFCCP, Hiring, College Recruiting, Compliance, Orientation, Employee Engagement, HRIS, Compensation, Talent Assessment, Recruitment/Retention, HR Policies, Employer Branding, HR Consulting, Interviewing, Conflict Resolution, Applicant Tracking..., 360 Feedback, Metrics, Full-cycle Recruiting, Staff Development, Human Capital Strategy, Change Leadership, Team Building, Career Counseling, HR Business Partnering, PeopleSoft, Integrity, Positivity, Strategy, Human Resources
Education
University of San Francisco 2006 — 2008
Master, Organizational Development
1994 — 1996
Master, Political Science
Business College 1990 — 1994
BA, Business
Apple October 2013 - Present
Google August 2012 - October 2013
Wells Fargo Bank December 2007 - December 2009
Wells Fargo 2005 - December 2009
Wells Fargo Bank 2004 - 2005
Rotary International 2000 - 2004
Skills
Performance Management, Organizational..., Affirmative Action, University Relations, Coaching, Campus, Leadership Development, Human Capital Management, Talent Management, Succession Planning, HR Strategy, Strategic Planning, Workforce Planning, EEO, Mentoring, Talent Development, Management Development, Talent Acquisition, Onboarding, Career Development, OFCCP, Hiring, College Recruiting, Compliance, Orientation, Employee Engagement, HRIS, Compensation, Talent Assessment, Recruitment/Retention, HR Policies, Employer Branding, HR Consulting, Interviewing, Conflict Resolution, Applicant Tracking..., 360 Feedback, Metrics, Full-cycle Recruiting, Staff Development, Human Capital Strategy, Change Leadership, Team Building, Career Counseling, HR Business Partnering, PeopleSoft, Integrity, Positivity, Strategy, Human Resources
Education
University of San Francisco 2006 — 2008
Master, Organizational Development
1994 — 1996
Master, Political Science
Business College 1990 — 1994
BA, Business
Kate Schmidt's Wells Fargo Bank Experience January 2008 - 2010
Job Vice President, Digital Marketing and Brand Manager at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo January 2011 - Present
Wells Fargo Bank January 2008 - 2010
Wells Fargo October 2007 - June 2008
Leo Burnett 2005 - 2007
Leo Burnett 2001 - 2006
State Street Corporation January 2000 - January 2001
The Salisbury School 2000 - 2000
Skills
Email Marketing, Integrated Marketing, Online Advertising, Digital Marketing, Direct Marketing, Strategy, Advertising, Creative Direction, Product Management, Marketing, Copywriting, Online Marketing, Segmentation, Cross-functional Team..., Marketing Management, Corporate Branding, Management
Education
Union College 1996 — 2000
Bachelor of Arts, English
Union College 1996 — 2000
Bachelor's degree
Wells Fargo January 2011 - Present
Wells Fargo Bank January 2008 - 2010
Wells Fargo October 2007 - June 2008
Leo Burnett 2005 - 2007
Leo Burnett 2001 - 2006
State Street Corporation January 2000 - January 2001
The Salisbury School 2000 - 2000
Skills
Email Marketing, Integrated Marketing, Online Advertising, Digital Marketing, Direct Marketing, Strategy, Advertising, Creative Direction, Product Management, Marketing, Copywriting, Online Marketing, Segmentation, Cross-functional Team..., Marketing Management, Corporate Branding, Management
Education
Union College 1996 — 2000
Bachelor of Arts, English
Union College 1996 — 2000
Bachelor's degree
Jennifer Edwards Jennifer Edwards's Wells Fargo Bank Experience June 2013 - Present
Job Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank June 2013 - Present
Wells Fargo Bank May 2012 - August 2012
Skills
Credit, Credit Analysis, Banking, Financial Analysis, Commercial Banking, Loans, Finance, Underwriting, Financial Services, Financial Modeling, Healthcare Industry, Financial Risk, Financial Monitoring, Healthcare Banking, Community Outreach, Event Planning, Marketing
Education
University of Alabama 2009 — 2013
Bachelor of Science (B.S.), Commerce and Business Administration; Double Major: Marketing and Management
Memorial High School 2005 — 2009
Wells Fargo Bank June 2013 - Present
Wells Fargo Bank May 2012 - August 2012
Skills
Credit, Credit Analysis, Banking, Financial Analysis, Commercial Banking, Loans, Finance, Underwriting, Financial Services, Financial Modeling, Healthcare Industry, Financial Risk, Financial Monitoring, Healthcare Banking, Community Outreach, Event Planning, Marketing
Education
University of Alabama 2009 — 2013
Bachelor of Science (B.S.), Commerce and Business Administration; Double Major: Marketing and Management
Memorial High School 2005 — 2009
Belinda Blok's Wells Fargo Bank Experience June 2011 - August 2011
Job Americas IT Compliance Lead
Industry Information Technology and Services
Experience
Bank of America August 2014 - December 2014
Wells Fargo February 2014 - May 2014
Bank of America October 2013 - December 2013
Bank of America February 2013 - October 2013
Bank of America October 2011 - April 2012
Wells Fargo Bank June 2011 - August 2011
Bank of America October 2010 - April 2011
Wells Fargo November 2009 - April 2010
Maersk Line March 1996 - January 2009
Right-O-Way Transportation 1989 - 1996
Skills
Business Intelligence, Data Warehousing, Data Analysis, Data Modeling, Database Design, Dashboards / Scorecards..., Business Process..., Relational Databases, Full SDLC, Software Project..., SDLC, Dashboard, Microsoft SQL Server, Project Management, SharePoint, Business Analysis, Integration, ETL, Business Objects, Business Process, Databases, Requirements Gathering, Software Documentation, SQL, Visio, MS Project, Oracle, Analysis, Quality Assurance, Access, Data Migration, Data Integration, Data Quality, Quality Center, Business Requirements, User Acceptance Testing, Testing, Data Governance, Data Marts, Enterprise Architecture, Datastage, PL/SQL, DB2, Master Data Management, Data Warehouse..., Business Intelligence..., Process Improvement, Troubleshooting, Visual Basic, Agile Methodologies
Education
The George Washington University, School of Business
Certificate
The Data Warehouse Institute - TDWI 2006 — 2006
Certificate
Universidad Autónoma de Santo Domingo 1977 — 1979
Colegio Quisqueya 1966 — 1977
HS
Bank of America August 2014 - December 2014
Wells Fargo February 2014 - May 2014
Bank of America October 2013 - December 2013
Bank of America February 2013 - October 2013
Bank of America October 2011 - April 2012
Wells Fargo Bank June 2011 - August 2011
Bank of America October 2010 - April 2011
Wells Fargo November 2009 - April 2010
Maersk Line March 1996 - January 2009
Right-O-Way Transportation 1989 - 1996
Skills
Business Intelligence, Data Warehousing, Data Analysis, Data Modeling, Database Design, Dashboards / Scorecards..., Business Process..., Relational Databases, Full SDLC, Software Project..., SDLC, Dashboard, Microsoft SQL Server, Project Management, SharePoint, Business Analysis, Integration, ETL, Business Objects, Business Process, Databases, Requirements Gathering, Software Documentation, SQL, Visio, MS Project, Oracle, Analysis, Quality Assurance, Access, Data Migration, Data Integration, Data Quality, Quality Center, Business Requirements, User Acceptance Testing, Testing, Data Governance, Data Marts, Enterprise Architecture, Datastage, PL/SQL, DB2, Master Data Management, Data Warehouse..., Business Intelligence..., Process Improvement, Troubleshooting, Visual Basic, Agile Methodologies
Education
The George Washington University, School of Business
Certificate
The Data Warehouse Institute - TDWI 2006 — 2006
Certificate
Universidad Autónoma de Santo Domingo 1977 — 1979
Colegio Quisqueya 1966 — 1977
HS
Joshua Nielson's Wells Fargo Bank Experience August 2003 - March 2004
Job Strategic Account Management and Customer Success Leader
Industry Information Technology and Services
Experience
Simplus March 2015 - Present
Workfront January 2013 - March 2015
Workfront June 2011 - January 2013
Central Bank of Utah January 2006 - June 2011
Central Bank of Utah March 2004 - December 2005
Wells Fargo Bank August 2003 - March 2004
Bank of American Fork March 2002 - May 2003
Skills
Account Management, Leadership, Management, Sales, Salesforce.com, CRM, SaaS, Marketing, Sales Process, Spanish, B2B, Microsoft Office, Sales Operations, Contract Negotiation, Sales Management, Banking, Commercial Banking, Commercial Lending, Negotiation, Integration, Manage Client..., Great communications..., Solution Selling, Direct Sales, Lead Generation, Time Management, Cold Calling, International Business, Quota Achievement, Customer Success, Team Leadership, Project Management, Strategy, Team Building
Education
Utah Valley University 2002 — 2006
Bachelors of Science, Business Management; International Business Emphasis
Universidad de Alcalá 2004 — 2005
Certificado Superior de Español de los Negocios, Negocios Internacionales
Simplus March 2015 - Present
Workfront January 2013 - March 2015
Workfront June 2011 - January 2013
Central Bank of Utah January 2006 - June 2011
Central Bank of Utah March 2004 - December 2005
Wells Fargo Bank August 2003 - March 2004
Bank of American Fork March 2002 - May 2003
Skills
Account Management, Leadership, Management, Sales, Salesforce.com, CRM, SaaS, Marketing, Sales Process, Spanish, B2B, Microsoft Office, Sales Operations, Contract Negotiation, Sales Management, Banking, Commercial Banking, Commercial Lending, Negotiation, Integration, Manage Client..., Great communications..., Solution Selling, Direct Sales, Lead Generation, Time Management, Cold Calling, International Business, Quota Achievement, Customer Success, Team Leadership, Project Management, Strategy, Team Building
Education
Utah Valley University 2002 — 2006
Bachelors of Science, Business Management; International Business Emphasis
Universidad de Alcalá 2004 — 2005
Certificado Superior de Español de los Negocios, Negocios Internacionales
Gardner Marks's Wells Fargo Bank Experience June 2010 - August 2010
Job Undergraduate at Tulane University
Industry Financial Services
Experience
Bloomberg March 2011 - August 2011
Wells Fargo Bank June 2010 - August 2010
Skills
Bloomberg Terminal, Bloomberg
Education
Tulane University 2008 — 2013
BSM, Finance
Bloomberg March 2011 - August 2011
Wells Fargo Bank June 2010 - August 2010
Skills
Bloomberg Terminal, Bloomberg
Education
Tulane University 2008 — 2013
BSM, Finance
Rosendo Diaz's Wells Fargo Bank Experience October 1996 - Present
Job Vice President/Divisional Customer Service Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank October 1996 - Present
First Interstate Bank October 1986 - June 1996
Skills
Commercial Banking, Credit, Banking, Cash Management, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, New Business Development, Sales Management, Customer Service, Account Management, Excel, Microsoft Office, Commercial Lending, Compliance, Small Business Lending, Relationship Management, Asset Based Lending, Loans, Credit Analysis, Financial Services, Finance, Management, Investments, Underwriting, Treasury Management, Loan Origination, Leadership, Sales, Financial Risk, Cross Selling, Retail Banking, Financial Modeling, Lines Of Credit, Mergers
Education
UCLA Anderson School of Management
Latino Leadership Program, Accounting and Finance / Leadership
Wells Fargo Bank October 1996 - Present
First Interstate Bank October 1986 - June 1996
Skills
Commercial Banking, Credit, Banking, Cash Management, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, New Business Development, Sales Management, Customer Service, Account Management, Excel, Microsoft Office, Commercial Lending, Compliance, Small Business Lending, Relationship Management, Asset Based Lending, Loans, Credit Analysis, Financial Services, Finance, Management, Investments, Underwriting, Treasury Management, Loan Origination, Leadership, Sales, Financial Risk, Cross Selling, Retail Banking, Financial Modeling, Lines Of Credit, Mergers
Education
UCLA Anderson School of Management
Latino Leadership Program, Accounting and Finance / Leadership
Lauren Felder's Wells Fargo Bank Experience February 2006 - August 2006
Job Clinical Dietitian at LSU HSC University Medical Center
Industry Health, Wellness and Fitness
Experience
LSU HSC University Medical Center February 2013 - Present
Medical Weight Loss Clinic, Inc August 2012 - April 2013
Our Lady of Lourdes RMC January 2010 - June 2011
Wells Fargo Financial October 2006 - July 2008
Wells Fargo Bank February 2006 - August 2006
Nordstrom October 2005 - January 2006
Curves International July 2005 - August 2005
The Faculty Club October 2002 - December 2003
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service
Education
Tulane University 2011 — 2012
Internship, Dietetics and Clinical Nutrition Services
University of Louisiana at Lafayette 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Dietetics
University of Louisiana at Lafayette
BS, Business Administration, Concentration Marketing
LSU HSC University Medical Center February 2013 - Present
Medical Weight Loss Clinic, Inc August 2012 - April 2013
Our Lady of Lourdes RMC January 2010 - June 2011
Wells Fargo Financial October 2006 - July 2008
Wells Fargo Bank February 2006 - August 2006
Nordstrom October 2005 - January 2006
Curves International July 2005 - August 2005
The Faculty Club October 2002 - December 2003
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service
Education
Tulane University 2011 — 2012
Internship, Dietetics and Clinical Nutrition Services
University of Louisiana at Lafayette 2008 — 2011
Bachelor of Applied Science (B.A.Sc.), Dietetics
University of Louisiana at Lafayette
BS, Business Administration, Concentration Marketing
Cole Peyton Cole Peyton's Wells Fargo Bank Experience May 2006 - August 2006
Job Founder & President at Meister MMA
Industry Retail
Experience
Meister MMA May 2007 - Present
Best Buy February 2012 - May 2013
Best Buy January 2010 - February 2012
Machtig & Associates September 2008 - January 2010
Wells Fargo Bank May 2006 - August 2006
Skills
Pricing, Financial Analysis, Competitive Analysis, Pricing Strategy, Analytics, Strategy, Sales, Retail, Management, Entrepreneurship, Investments
Education
University of Southern California - Marshall School of Business 2004 — 2008
BS, International Business
Università Commerciale 'Luigi Bocconi' 2007 — 2007
BS, International Business
Meister MMA May 2007 - Present
Best Buy February 2012 - May 2013
Best Buy January 2010 - February 2012
Machtig & Associates September 2008 - January 2010
Wells Fargo Bank May 2006 - August 2006
Skills
Pricing, Financial Analysis, Competitive Analysis, Pricing Strategy, Analytics, Strategy, Sales, Retail, Management, Entrepreneurship, Investments
Education
University of Southern California - Marshall School of Business 2004 — 2008
BS, International Business
Università Commerciale 'Luigi Bocconi' 2007 — 2007
BS, International Business
Saman Bravo-Karimi Saman Bravo-Karimi's Wells Fargo Bank Experience July 2010 - July 2011
Job Director of Capital Fund Compliance at Los Angeles Unified School District
Industry Education Management
Experience
Los Angeles Unified School District May 2014 - Present
Los Angeles Unified School District July 2011 - May 2014
The Broad Center for the Management of School Systems July 2011 - June 2013
Wells Fargo Bank July 2010 - July 2011
Wells Fargo Bank June 2009 - August 2009
Wells Fargo Bank, Wealth Management Group May 2005 - July 2008
Skills
Budgeting, Analytics, Data Analysis, Financial Planning, Financial Analysis, Business Development, Strategy, Start-ups, Strategic Planning, Strategic Financial..., Market Research, Budgets, Management, Business Strategy, Competitive Analysis, Management Consulting, Financial Modeling, Marketing, Marketing Communications, Cross-functional Team..., Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA
University of California, Los Angeles 2001 — 2004
BA, Economics, History
Los Angeles Unified School District May 2014 - Present
Los Angeles Unified School District July 2011 - May 2014
The Broad Center for the Management of School Systems July 2011 - June 2013
Wells Fargo Bank July 2010 - July 2011
Wells Fargo Bank June 2009 - August 2009
Wells Fargo Bank, Wealth Management Group May 2005 - July 2008
Skills
Budgeting, Analytics, Data Analysis, Financial Planning, Financial Analysis, Business Development, Strategy, Start-ups, Strategic Planning, Strategic Financial..., Market Research, Budgets, Management, Business Strategy, Competitive Analysis, Management Consulting, Financial Modeling, Marketing, Marketing Communications, Cross-functional Team..., Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA
University of California, Los Angeles 2001 — 2004
BA, Economics, History
Gordon Ledingham Gordon Ledingham's Wells Fargo Bank Experience June 2006 - 2012
Job Principal Commercial Real Estate Lending Specialist at Wells Fargo Bank Aspen / Western Slope
Industry Real Estate
Experience
Wells Fargo July 2012 - Present
Aspen Chamber of Commerce/Food & Wine Classic/Volunteer 2007 - 2014
Wells Fargo Bank June 2006 - 2012
Wells Fargo Aspen June 2006 - June 2011
Commercial and Business Lending January 2000 - June 2006
Bank of America 1997 - 2000
Bank of America, FSB 1992 - 1997
Honfed Bank 1990 - 1992
Skills
Real Estate, Credit, Insurance, Construction, Customer Relations, Marketing Strategy, Commercial Real Estate, Loans, Commercial Banking, Finance, Customer Service, Strategic Planning, Portfolio Management
Education
Universidade de Lisboa 1982 — 1982
Diploma, Lengua e Cultura Portuguesa
University of Washington 1980 — 1982
Bachelor's degree, Linguistics
Wells Fargo July 2012 - Present
Aspen Chamber of Commerce/Food & Wine Classic/Volunteer 2007 - 2014
Wells Fargo Bank June 2006 - 2012
Wells Fargo Aspen June 2006 - June 2011
Commercial and Business Lending January 2000 - June 2006
Bank of America 1997 - 2000
Bank of America, FSB 1992 - 1997
Honfed Bank 1990 - 1992
Skills
Real Estate, Credit, Insurance, Construction, Customer Relations, Marketing Strategy, Commercial Real Estate, Loans, Commercial Banking, Finance, Customer Service, Strategic Planning, Portfolio Management
Education
Universidade de Lisboa 1982 — 1982
Diploma, Lengua e Cultura Portuguesa
University of Washington 1980 — 1982
Bachelor's degree, Linguistics
Lisa Crawford's Wells Fargo Bank Experience April 2000 - August 2003
Job Owner and CEO CrawfordLifestyle, Wealth Advisor and Personal Development Coach
Industry Marketing and Advertising
Experience
Polaris Media Group April 2008 - Present
Polaris Media Group April 2008 - Present
Wells Fargo Bank April 2000 - August 2003
Education
Tulane University 1985 — 1989
Spanish and Int'l Relations/Communications
Polaris Media Group April 2008 - Present
Polaris Media Group April 2008 - Present
Wells Fargo Bank April 2000 - August 2003
Education
Tulane University 1985 — 1989
Spanish and Int'l Relations/Communications
Marianela Deutmeyer Marianela Deutmeyer's Wells Fargo Bank Experience April 2004 - October 2008
Job Director of Ingredient Solutions at LaBudde Group Inc
Industry Renewables & Environment
Experience
LaBudde Group Inc October 2008 - Present
Wells Fargo Bank April 2004 - October 2008
Skills
Sales, Sales Management, Customer Satisfaction, Strategic Planning, Public Speaking, Microsoft Excel, Customer Service, Entrepreneurship, Project Management, Team Building, New Business Development, Budgets, Microsoft Office, Business Planning, Start-ups, Financial Analysis, Cross-functional Team..., Team Leadership, Account Management, Marketing Strategy, Product Development, Fundraising, Management, Business Development, Executive Management, Social Media, Marketing, Forecasting, Contract Negotiation, Retail, Negotiation, Business Strategy, Leadership, Pricing, Key Account Management, Purchasing, Training, Sales Operations, Recruiting, Solution Selling, Project Planning, Trade Shows, Inventory Management, Logistics, Operations Management, Business Analysis, Agribusiness, Process Improvement, Social Media Marketing, Business Process...
Education
Universidad Interamericana de Costa Rica 1999 — 2003
Business, Marketing
LaBudde Group Inc October 2008 - Present
Wells Fargo Bank April 2004 - October 2008
Skills
Sales, Sales Management, Customer Satisfaction, Strategic Planning, Public Speaking, Microsoft Excel, Customer Service, Entrepreneurship, Project Management, Team Building, New Business Development, Budgets, Microsoft Office, Business Planning, Start-ups, Financial Analysis, Cross-functional Team..., Team Leadership, Account Management, Marketing Strategy, Product Development, Fundraising, Management, Business Development, Executive Management, Social Media, Marketing, Forecasting, Contract Negotiation, Retail, Negotiation, Business Strategy, Leadership, Pricing, Key Account Management, Purchasing, Training, Sales Operations, Recruiting, Solution Selling, Project Planning, Trade Shows, Inventory Management, Logistics, Operations Management, Business Analysis, Agribusiness, Process Improvement, Social Media Marketing, Business Process...
Education
Universidad Interamericana de Costa Rica 1999 — 2003
Business, Marketing
Vibhore Bhaskar Vibhore Bhaskar's Wells Fargo Bank Experience August 2005 - July 2007
Job Investment Officer, AVP
Industry Banking
Experience
City National Securities July 2007 - Present
The Painted Turtle 2012 - 2013
Los Angeles Junior Chamber of Commerce September 2010 - August 2012
Empowher July 2009 - January 2010
Ginga Arts September 2008 - July 2009
Wells Fargo Bank August 2005 - July 2007
Associated Students of UC Riverside September 2003 - July 2005
Model United Nations, UC Riverside November 2003 - June 2005
Skills
Fixed Income Trading, Strategic Planning, Fundraising, Customer Relations, Client Services, Financial Analysis, Excel, PowerPoint, Research, Asset Management, Investments, Financial Planning, Microsoft Office, Negotiation, Business Strategy, Word, Banking, Non-profits, Fixed Income, Strategic Financial..., Microsoft Excel, Asset Managment, Portfolio Management, Financial Modeling, Microsoft Word, Business Development, Corporate Finance, Relationship Management, Finance, Valuation, Bloomberg, Credit
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
University of California, Riverside 2001 — 2005
Bachelors, Business Administration and Finance
CFA
City National Securities July 2007 - Present
The Painted Turtle 2012 - 2013
Los Angeles Junior Chamber of Commerce September 2010 - August 2012
Empowher July 2009 - January 2010
Ginga Arts September 2008 - July 2009
Wells Fargo Bank August 2005 - July 2007
Associated Students of UC Riverside September 2003 - July 2005
Model United Nations, UC Riverside November 2003 - June 2005
Skills
Fixed Income Trading, Strategic Planning, Fundraising, Customer Relations, Client Services, Financial Analysis, Excel, PowerPoint, Research, Asset Management, Investments, Financial Planning, Microsoft Office, Negotiation, Business Strategy, Word, Banking, Non-profits, Fixed Income, Strategic Financial..., Microsoft Excel, Asset Managment, Portfolio Management, Financial Modeling, Microsoft Word, Business Development, Corporate Finance, Relationship Management, Finance, Valuation, Bloomberg, Credit
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
University of California, Riverside 2001 — 2005
Bachelors, Business Administration and Finance
CFA
Judy Cronin Judy Cronin's Wells Fargo Bank Experience July 2010 - February 2011
Job Executive Assistant at First Data Corporation
Industry Financial Services
Experience
First Data Corporation November 2011 - Present
Wells Fargo Bank July 2010 - February 2011
Wells Fargo Bank December 2008 - July 2010
Wells Fargo Bank November 2006 - December 2008
Wells Fargo Bank November 2004 - November 2006
Skills
Leadership, Event Planning, Marketing, Event Management, Sales Management, Sales, Business Strategy, Non-profits, Customer Service, Project Management, Merchandising, Operations Management, Analysis, Enterprise Software, Project Planning, Time Management, Nonprofits
Education
State University of New York at Buffalo 1985 — 1989
Bachelor's degree, English Language and Literature/Letters
First Data Corporation November 2011 - Present
Wells Fargo Bank July 2010 - February 2011
Wells Fargo Bank December 2008 - July 2010
Wells Fargo Bank November 2006 - December 2008
Wells Fargo Bank November 2004 - November 2006
Skills
Leadership, Event Planning, Marketing, Event Management, Sales Management, Sales, Business Strategy, Non-profits, Customer Service, Project Management, Merchandising, Operations Management, Analysis, Enterprise Software, Project Planning, Time Management, Nonprofits
Education
State University of New York at Buffalo 1985 — 1989
Bachelor's degree, English Language and Literature/Letters
Mike Size, MBA, CVA Mike Size, MBA, CVA's Wells Fargo Bank Experience April 2005 - March 2007
Job President at Portside Advisors
Industry Financial Services
Experience
Portside Advisors February 2009 - Present
Community Bank - Missoula, Inc March 2007 - February 2009
Wells Fargo Bank April 2005 - March 2007
GE Corporate Lending 2003 - 2005
GE Commercial Finance 2003 - 2005
Skills
Financial Analysis, Banking, Business Valuation, Due Diligence, Risk Management, Investments, Mergers, Portfolio Management, Mergers & Acquisitions, Financial Modeling, Credit Analysis, Private Equity, Loans, Valuation, Credit, Finance, Financial Services, Asset Management, Capital Markets, Commercial Lending, Strategic Planning, Strategic Financial..., Financial Planning
Education
University of Phoenix 2000 — 2002
MBA, Business
State University of New York at Buffalo 1994 — 1998
Bachelor's degree, Business/Corporate Communications
St Joseph's Collegiate Institute 1990 — 1994
Portside Advisors February 2009 - Present
Community Bank - Missoula, Inc March 2007 - February 2009
Wells Fargo Bank April 2005 - March 2007
GE Corporate Lending 2003 - 2005
GE Commercial Finance 2003 - 2005
Skills
Financial Analysis, Banking, Business Valuation, Due Diligence, Risk Management, Investments, Mergers, Portfolio Management, Mergers & Acquisitions, Financial Modeling, Credit Analysis, Private Equity, Loans, Valuation, Credit, Finance, Financial Services, Asset Management, Capital Markets, Commercial Lending, Strategic Planning, Strategic Financial..., Financial Planning
Education
University of Phoenix 2000 — 2002
MBA, Business
State University of New York at Buffalo 1994 — 1998
Bachelor's degree, Business/Corporate Communications
St Joseph's Collegiate Institute 1990 — 1994
Owen Egan Owen Egan's Wells Fargo Bank Experience June 2004 - January 2011
Job Global Commercial Bank at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch January 2011 - Present
Wachovia, A Wells Fargo Company September 2006 - January 2011
Wells Fargo Bank June 2004 - January 2011
Skills
Spanish, Notary Public, Series 7, Insurance, Real Estate License, Series 66, English, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, FINRA, Financial Analysis, Business Analysis, Financial Services, Lines Of Credit, Loans, Mergers, Mergers & Acquisitions, Mortgage Lending, Portfolio Management, Private Equity, Relationship Management, SBA 504, Sales, Series 63, Structured Finance, Uniform Combined State..., Valuation, Wealth Management, Small Business Lending, Cash Management, Commercial Mortgages, Loan Origination, Cross Selling, Underwriting
Education
University of California, Irvine 2000 — 2004
BA, Law
Universitat de Barcelona 2002 — 2002
Certificate, Spanish
Davis High School 1998 — 2000
General
Bank of America Merrill Lynch January 2011 - Present
Wachovia, A Wells Fargo Company September 2006 - January 2011
Wells Fargo Bank June 2004 - January 2011
Skills
Spanish, Notary Public, Series 7, Insurance, Real Estate License, Series 66, English, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, FINRA, Financial Analysis, Business Analysis, Financial Services, Lines Of Credit, Loans, Mergers, Mergers & Acquisitions, Mortgage Lending, Portfolio Management, Private Equity, Relationship Management, SBA 504, Sales, Series 63, Structured Finance, Uniform Combined State..., Valuation, Wealth Management, Small Business Lending, Cash Management, Commercial Mortgages, Loan Origination, Cross Selling, Underwriting
Education
University of California, Irvine 2000 — 2004
BA, Law
Universitat de Barcelona 2002 — 2002
Certificate, Spanish
Davis High School 1998 — 2000
General
Blake Bush's Wells Fargo Bank Experience November 2002 - July 2008
Job
Industry Information Technology and Services
Experience
HP 2011 - Present
Hewlett-Packard January 2009 - 2011
Hewlett-Packard October 2008 - December 2010
EDS July 2008 - December 2008
Wells Fargo Bank November 2002 - July 2008
Real Time Systems June 2001 - September 2002
TechEdge May 1999 - May 2001
Xoriant 1999 - 2001
USInternetworking May 1998 - May 1999
Computer Task Group 1997 - 1998
Skills
SOA, Process Improvement, Management, Quality Assurance, Product Management, Program Management, Integration, Start-ups, CRM, Leadership, Enterprise Architecture, Servers, Enterprise Software, PMO, Cross-functional Team..., IT Strategy, Vendor Management, E-commerce, SDLC, Consulting, IT Management, PMP, Testing, Cloud Computing, Requirements Analysis, Training, Data Center, Business Process, Business Analysis, Business Process..., IT Service Management, Software Project..., Business Intelligence, Outsourcing, SaaS, Change Management, Security, ITIL, Solution Architecture, Infrastructure, Disaster Recovery, SharePoint, IT Operations, Resource Management, Service Delivery, Project Delivery, Information Technology, Software Development, Visio, Project Portfolio...
Education
US Naval Academy 1978 — 1982
BS
HP 2011 - Present
Hewlett-Packard January 2009 - 2011
Hewlett-Packard October 2008 - December 2010
EDS July 2008 - December 2008
Wells Fargo Bank November 2002 - July 2008
Real Time Systems June 2001 - September 2002
TechEdge May 1999 - May 2001
Xoriant 1999 - 2001
USInternetworking May 1998 - May 1999
Computer Task Group 1997 - 1998
Skills
SOA, Process Improvement, Management, Quality Assurance, Product Management, Program Management, Integration, Start-ups, CRM, Leadership, Enterprise Architecture, Servers, Enterprise Software, PMO, Cross-functional Team..., IT Strategy, Vendor Management, E-commerce, SDLC, Consulting, IT Management, PMP, Testing, Cloud Computing, Requirements Analysis, Training, Data Center, Business Process, Business Analysis, Business Process..., IT Service Management, Software Project..., Business Intelligence, Outsourcing, SaaS, Change Management, Security, ITIL, Solution Architecture, Infrastructure, Disaster Recovery, SharePoint, IT Operations, Resource Management, Service Delivery, Project Delivery, Information Technology, Software Development, Visio, Project Portfolio...
Education
US Naval Academy 1978 — 1982
BS
Ted Bradpiece's Wells Fargo Bank Experience 2001 - 2002
Job President at Explorer Travel Services
Industry Leisure, Travel & Tourism
Experience
Polaris Enterprises 2004 - Present
Beekman Place Financial June 2000 - Present
Explorer Travel Services May 2014 - Present
Two Bears Travel May 2003 - May 2014
J. P. Morgan Chase & Co. 2002 - 2004
Wells Fargo Bank 2001 - 2002
U. S. Bancorp 1997 - 2002
US Bancorp (formerly The Wadsworth Group) 1997 - 2002
Skills
Disney, Family Reunions, Travel Planning, Cruises, Budgeting, Vacation, Analysis, Negotiation, Honeymoons, Contract Negotiation, Festivals, Celebrity, Production, Policy, Procurement, Caribbean, Travel Management, Customer Service, Administration, Corporate Events, Compliance, Pricing, Tourism, Event Management, Customer Relations, New Business Development, Budgets, Project Planning, Revenue Analysis, Time Management, Management, Meeting Planning, Sales Management, Trade Shows, Hotels, Hospitality Industry, Incentives, Account Management, Customer Satisfaction, Food & Beverage, Front Office, Hospitality Management, Leadership, Leisure, Luxury, Marketing, Marketing Strategy, Online Marketing, Proposal Writing, Public Relations
Education
Tulane University 1983 — 1987
Bachelors of Science in Management, Finance
Fairfax High School 1980 — 1983
Polaris Enterprises 2004 - Present
Beekman Place Financial June 2000 - Present
Explorer Travel Services May 2014 - Present
Two Bears Travel May 2003 - May 2014
J. P. Morgan Chase & Co. 2002 - 2004
Wells Fargo Bank 2001 - 2002
U. S. Bancorp 1997 - 2002
US Bancorp (formerly The Wadsworth Group) 1997 - 2002
Skills
Disney, Family Reunions, Travel Planning, Cruises, Budgeting, Vacation, Analysis, Negotiation, Honeymoons, Contract Negotiation, Festivals, Celebrity, Production, Policy, Procurement, Caribbean, Travel Management, Customer Service, Administration, Corporate Events, Compliance, Pricing, Tourism, Event Management, Customer Relations, New Business Development, Budgets, Project Planning, Revenue Analysis, Time Management, Management, Meeting Planning, Sales Management, Trade Shows, Hotels, Hospitality Industry, Incentives, Account Management, Customer Satisfaction, Food & Beverage, Front Office, Hospitality Management, Leadership, Leisure, Luxury, Marketing, Marketing Strategy, Online Marketing, Proposal Writing, Public Relations
Education
Tulane University 1983 — 1987
Bachelors of Science in Management, Finance
Fairfax High School 1980 — 1983
Melissa Szczech's Wells Fargo Bank Experience May 2002 - March 2005
Job Customer Operations Specialist II at General Mills
Industry Consumer Services
Experience
General Mills May 2015 - Present
Agape Moments Photography January 2009 - Present
General Mills November 2012 - May 2015
SUPERVALU June 2011 - November 2012
SUPERVALU April 2010 - June 2011
State Farm Insurance March 2005 - April 2010
Wells Fargo Bank May 2002 - March 2005
Skills
Business Strategy, Customer Service, Retail, Sales, Leadership, Marketing, Customer Satisfaction, Management, Account Management, Credit, Team Building, Team Leadership, Banking, Training, Coaching, Insurance, Data Entry, Inventory Management, Merchandising, Outlook, Time Management
Education
University of St. Thomas 2001 — 2004
BA Business Administration, Marketing Management & Business Communication
University of St. Thomas - Opus College of Business 2001 — 2004
BA Business Administration, Marketing Mgmt & Business Commuications
UCL 2003 — 2003
n/a, Study Abroad--London Business Semester
Armstrong High School 1997 — 2001
General Mills May 2015 - Present
Agape Moments Photography January 2009 - Present
General Mills November 2012 - May 2015
SUPERVALU June 2011 - November 2012
SUPERVALU April 2010 - June 2011
State Farm Insurance March 2005 - April 2010
Wells Fargo Bank May 2002 - March 2005
Skills
Business Strategy, Customer Service, Retail, Sales, Leadership, Marketing, Customer Satisfaction, Management, Account Management, Credit, Team Building, Team Leadership, Banking, Training, Coaching, Insurance, Data Entry, Inventory Management, Merchandising, Outlook, Time Management
Education
University of St. Thomas 2001 — 2004
BA Business Administration, Marketing Management & Business Communication
University of St. Thomas - Opus College of Business 2001 — 2004
BA Business Administration, Marketing Mgmt & Business Commuications
UCL 2003 — 2003
n/a, Study Abroad--London Business Semester
Armstrong High School 1997 — 2001
Giovanna Malhotra's Wells Fargo Bank Experience 2007 - 2011
Job Application/Web Developer » FrontEnd Development & Implementation
Industry Computer Software
Experience
Genee, 2014-Present 2014 - Present
Hacker Dojo 2014 - 2014
Apple Inc. / SOAIS Consulting & Infosys 2012 - 2013
Wells Fargo Bank 2007 - 2011
GMAC Company 2007 - 2007
Wells Fargo Bank 2005 - 2007
Oracle (PeopleSoft) 2003 - 2004
Doe Run Peru 2000 - 2002
Skills
HTML, CSS, JavaScript, jQuery, Integration, Business Analysis, Agile Methodologies, Business Process, Java, CRM, Testing, Ruby on Rails, Python, SQL, Analysis, Web Services
Education
Universidad de Lima
Computer Science
Genee, 2014-Present 2014 - Present
Hacker Dojo 2014 - 2014
Apple Inc. / SOAIS Consulting & Infosys 2012 - 2013
Wells Fargo Bank 2007 - 2011
GMAC Company 2007 - 2007
Wells Fargo Bank 2005 - 2007
Oracle (PeopleSoft) 2003 - 2004
Doe Run Peru 2000 - 2002
Skills
HTML, CSS, JavaScript, jQuery, Integration, Business Analysis, Agile Methodologies, Business Process, Java, CRM, Testing, Ruby on Rails, Python, SQL, Analysis, Web Services
Education
Universidad de Lima
Computer Science
Derek Armour's Wells Fargo Bank Experience November 1994 - Present
Job Senior Vice President Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank November 1994 - Present
Lehman Brothers August 1988 - October 1994
Salomon Brothers July 1987 - August 1988
Skills
Credit Analysis, Portfolio Management, Capital Markets, Securitization, Credit, Risk Management, Residential Mortgages, Credit Risk, Structured Finance, Securities, Structured Products, Mortgage Banking, Financial Markets, Financial Modeling, Bloomberg, Loans, Fixed Income, Financial Services, Financial Risk
Education
University at Buffalo 1982 — 1986
BS, Physics
Stuyvesant High School 1978 — 1981
Fatima College (T&T) 1975 — 1978
Wells Fargo Bank November 1994 - Present
Lehman Brothers August 1988 - October 1994
Salomon Brothers July 1987 - August 1988
Skills
Credit Analysis, Portfolio Management, Capital Markets, Securitization, Credit, Risk Management, Residential Mortgages, Credit Risk, Structured Finance, Securities, Structured Products, Mortgage Banking, Financial Markets, Financial Modeling, Bloomberg, Loans, Fixed Income, Financial Services, Financial Risk
Education
University at Buffalo 1982 — 1986
BS, Physics
Stuyvesant High School 1978 — 1981
Fatima College (T&T) 1975 — 1978
Michelle Di Gangi's Wells Fargo Bank Experience 1983 - 2005
Job EVP, Director of Small and MidSize Enterprise Banking at Bank of the West
Industry Financial Services
Experience
Bank of the West May 2008 - Present
Greater Bay Bank, N.A. October 2005 - April 2008
Wells Fargo Bank 1983 - 2005
Wells Fargo & Company 1983 - 2005
Skills
Loans, Banking, Credit, Commercial Banking, Portfolio Management, Commercial Lending, Underwriting, Cash Management, Credit Analysis, Risk Management, Financial Analysis, Treasury Management, Asset Based Lending, Small Business Lending, Financial Services, Financial Modeling, Mergers, Mortgage Lending, Financial Risk, Relationship Management, Retail Banking, Credit Risk, Lines Of Credit, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance and Marketing
Bank of the West May 2008 - Present
Greater Bay Bank, N.A. October 2005 - April 2008
Wells Fargo Bank 1983 - 2005
Wells Fargo & Company 1983 - 2005
Skills
Loans, Banking, Credit, Commercial Banking, Portfolio Management, Commercial Lending, Underwriting, Cash Management, Credit Analysis, Risk Management, Financial Analysis, Treasury Management, Asset Based Lending, Small Business Lending, Financial Services, Financial Modeling, Mergers, Mortgage Lending, Financial Risk, Relationship Management, Retail Banking, Credit Risk, Lines Of Credit, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1981 — 1983
Master of Business Administration (MBA), Finance and Marketing
Thomas W. Hulick, CIMA's Wells Fargo Bank Experience January 1991 - January 1993
Job President and CEO, Holly Street Wealth Management
Industry Financial Services
Experience
Holly Street Wealth Management April 2013 - Present
Trovena, LLC November 2012 - April 2013
First Foundation, Inc. August 2010 - October 2012
Citizens Business Bank September 2007 - August 2010
UBS Wealth Management January 2005 - September 2007
Bank of America Private Bank September 2002 - September 2007
CITIBANK FSB January 1993 - January 1995
Wells Fargo Bank January 1991 - January 1993
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Private Banking, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Analysis, Valuation, Investment Strategies, Asset Managment, Private Equity, Fixed Income, Hedge Funds, Retirement Planning
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA
Tulane University 1985 — 1989
BA, Political Science
Blair Academy 1981 — 1985
University of Pennsylvania - The Wharton School
CIMA, Executive Education
Holly Street Wealth Management April 2013 - Present
Trovena, LLC November 2012 - April 2013
First Foundation, Inc. August 2010 - October 2012
Citizens Business Bank September 2007 - August 2010
UBS Wealth Management January 2005 - September 2007
Bank of America Private Bank September 2002 - September 2007
CITIBANK FSB January 1993 - January 1995
Wells Fargo Bank January 1991 - January 1993
Skills
Wealth Management, Investments, Strategic Financial..., Portfolio Management, Financial Advisory, Private Banking, Wealth Management..., Banking, Alternative Investments, Asset Allocation, Equities, Financial Modeling, Financial Analysis, Valuation, Investment Strategies, Asset Managment, Private Equity, Fixed Income, Hedge Funds, Retirement Planning
Education
University of Southern California - Marshall School of Business 1994 — 1996
MBA
Tulane University 1985 — 1989
BA, Political Science
Blair Academy 1981 — 1985
University of Pennsylvania - The Wharton School
CIMA, Executive Education
Adaliz Gimenez's Wells Fargo Bank Experience February 2005 - Present
Job Principal Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank February 2005 - Present
Wells Fargo 2005 - Present
Skills
Loans, Commercial Banking, Commercial Lending, Finance, Small Business Lending, Cash Flow Lending, Treasury Management, Credit Risk, Credit Analysis, Credit, Portfolio Management, Lines Of Credit, Mortgage Lending, SBA, Cash Management
Education
Universidad de Puerto Rico 1996 — 2000
Wells Fargo Bank February 2005 - Present
Wells Fargo 2005 - Present
Skills
Loans, Commercial Banking, Commercial Lending, Finance, Small Business Lending, Cash Flow Lending, Treasury Management, Credit Risk, Credit Analysis, Credit, Portfolio Management, Lines Of Credit, Mortgage Lending, SBA, Cash Management
Education
Universidad de Puerto Rico 1996 — 2000
Felix Cheung's Wells Fargo Bank Experience May 2011 - November 2012
Job Risk Management Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo Bank May 2011 - November 2012
Wells Fargo Bank October 2008 - May 2011
Kaiser Permanente July 2006 - October 2008
Skills
SAS programming, VBA, SQL, Statistical Modeling, Basel II, Basel III, Counterparty Risk
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA
University of Southern California 2004 — 2005
M.S., Operations Research Engineering
University of California, Berkeley 2000 — 2004
B.A., Applied Mathematics
Wells Fargo January 2013 - Present
Wells Fargo Bank May 2011 - November 2012
Wells Fargo Bank October 2008 - May 2011
Kaiser Permanente July 2006 - October 2008
Skills
SAS programming, VBA, SQL, Statistical Modeling, Basel II, Basel III, Counterparty Risk
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA
University of Southern California 2004 — 2005
M.S., Operations Research Engineering
University of California, Berkeley 2000 — 2004
B.A., Applied Mathematics
Bogdan Bayrak's Wells Fargo Bank Experience December 2006 - April 2013
Job Technology Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
Wells Fargo October 2008 - April 2013
Wells Fargo Bank December 2006 - April 2013
Skills
Software Documentation, User Acceptance Testing, Regression Testing, Software Quality..., Agile Methodologies, SDLC, Bugzilla, WinRunner, QTP, SQL, Quality Assurance, Quality Center, Test Automation
Education
Universität Lüneburg 2002 — 2006
Wells Fargo May 2013 - Present
Wells Fargo October 2008 - April 2013
Wells Fargo Bank December 2006 - April 2013
Skills
Software Documentation, User Acceptance Testing, Regression Testing, Software Quality..., Agile Methodologies, SDLC, Bugzilla, WinRunner, QTP, SQL, Quality Assurance, Quality Center, Test Automation
Education
Universität Lüneburg 2002 — 2006
Kwame Anochie's Wells Fargo Bank Experience 1999 - 2001
Job Executive Vice President at PIMCO
Industry Financial Services
Experience
PIMCO August 2003 - Present
Wells Fargo Bank 1999 - 2001
Skills
Equities, Fixed Income, Asset Management, Strategic Planning, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Asset Managment, Bloomberg, Series 7, Asset Allocation, Investment Management, Bonds, Capital Markets, Financial Modeling, Securities, Valuation, Derivatives
Education
UCLA Anderson School of Management 2001 — 2003
Master’s Degree, Business Administration and Management, General
University of Southern California 1996 — 1998
Bachelor of Science, Business Administration
Achimota School 1988 — 1990
A-Levels, Economics, Geography and Religious Studies
PIMCO August 2003 - Present
Wells Fargo Bank 1999 - 2001
Skills
Equities, Fixed Income, Asset Management, Strategic Planning, Investments, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Asset Managment, Bloomberg, Series 7, Asset Allocation, Investment Management, Bonds, Capital Markets, Financial Modeling, Securities, Valuation, Derivatives
Education
UCLA Anderson School of Management 2001 — 2003
Master’s Degree, Business Administration and Management, General
University of Southern California 1996 — 1998
Bachelor of Science, Business Administration
Achimota School 1988 — 1990
A-Levels, Economics, Geography and Religious Studies
Brian Weber's Wells Fargo Bank Experience July 2011 - Present
Job Senior Vice President Technology Banking Group at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank July 2011 - Present
Mindspeed April 2009 - July 2011
ORIX 2005 - 2009
Broadcom Corporation 2003 - 2005
Deloitte & Touche 2002 - 2003
Comdisco Ventures 1998 - 1999
Skills
Valuation, Mergers & Acquisitions, Mergers, Corporate Finance, Sarbanes-Oxley Act, Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Venture Capital, Capital Markets, Financial Reporting, Due Diligence, Finance, Private Equity, Risk Management, Banking, Start-ups, Strategy, Portfolio Management, Managerial Finance, Cash Management, Forecasting
Education
UCLA Anderson School of Management 1999 — 2001
MBA, Finance
University of California, Davis
BA, Economics
Wells Fargo Bank July 2011 - Present
Mindspeed April 2009 - July 2011
ORIX 2005 - 2009
Broadcom Corporation 2003 - 2005
Deloitte & Touche 2002 - 2003
Comdisco Ventures 1998 - 1999
Skills
Valuation, Mergers & Acquisitions, Mergers, Corporate Finance, Sarbanes-Oxley Act, Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Venture Capital, Capital Markets, Financial Reporting, Due Diligence, Finance, Private Equity, Risk Management, Banking, Start-ups, Strategy, Portfolio Management, Managerial Finance, Cash Management, Forecasting
Education
UCLA Anderson School of Management 1999 — 2001
MBA, Finance
University of California, Davis
BA, Economics
Hal Plain's Wells Fargo Bank Experience 1993 - 1994
Job Owner, MIS Consulting & Training
Industry Information Technology and Services
Experience
MIS Consulting & Training Senior Consulting ManagerLotus DevelopmentOctober 2000 - August 2001
Wells Fargo Bank 1993 - 1994
Education
UCLA Anderson School of Management 1980 — 1989
MIS Consulting & Training Senior Consulting ManagerLotus DevelopmentOctober 2000 - August 2001
Wells Fargo Bank 1993 - 1994
Education
UCLA Anderson School of Management 1980 — 1989
W. Dane Sheldon's Wells Fargo Bank Experience July 2009 - Present
Job SVP, Government & Institutional Banking at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 2009 - Present
Seaside National Bank & Trust March 2008 - May 2009
Integrity Bank 2007 - 2008
SunTrust Bank 1991 - 2008
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Banking, Credit, Small Business Lending, Credit Risk, Wealth Management, Treasury Management, Financial Services, Finance, Corporate Finance, Relationship Management, Mortgage Lending, Strategic Financial...
Education
University of Miami - School of Business
Master of Business Administration (MBA)
Tulane University
BS, Geology
Wells Fargo Bank July 2009 - Present
Seaside National Bank & Trust March 2008 - May 2009
Integrity Bank 2007 - 2008
SunTrust Bank 1991 - 2008
Skills
Commercial Lending, Loans, Credit Analysis, Commercial Banking, Banking, Credit, Small Business Lending, Credit Risk, Wealth Management, Treasury Management, Financial Services, Finance, Corporate Finance, Relationship Management, Mortgage Lending, Strategic Financial...
Education
University of Miami - School of Business
Master of Business Administration (MBA)
Tulane University
BS, Geology
David Marquardt's Wells Fargo Bank Experience 2007 - Present
Job Senior Vice President at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo Bank 2007 - Present
California Society of CPAs/CalCPA Education Foundation 1983 - 2014
First Republic Bank 2003 - 2007
Bank of America 1989 - 2003
California Federal Savings Bank 1986 - 1989
Arthur Andersen & Co. 1981 - 1985
Skills
Investment Management, Portfolio Management, High Net Worth..., Wealth Management, Accounting, Financial Services, Investments, Alternative Investments, Asset Allocation, Asset Managment, Banking
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Management
University of Maryland, College Park 1977 — 1981
BS, Accounting
Wells Fargo Bank 2007 - Present
California Society of CPAs/CalCPA Education Foundation 1983 - 2014
First Republic Bank 2003 - 2007
Bank of America 1989 - 2003
California Federal Savings Bank 1986 - 1989
Arthur Andersen & Co. 1981 - 1985
Skills
Investment Management, Portfolio Management, High Net Worth..., Wealth Management, Accounting, Financial Services, Investments, Alternative Investments, Asset Allocation, Asset Managment, Banking
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Management
University of Maryland, College Park 1977 — 1981
BS, Accounting
Larry Rodriguez's Wells Fargo Bank Experience August 1998 - Present
Job Wells Fargo BankSenior Vice President Senior Relationship Manager. Board of Directors NV State EB5 Regional Ctr.
Industry Financial Services
Experience
Wells Fargo Bank August 1998 - Present
Fountainhead Foursquare Church Carson City 2013 - Present
Nevada State EB-5 Regional Center April 2014 - Present
Skills
Strategic Planning, Commercial Lending, Financial Analysis, Building Relationships, Business Development, Credit, Organization, Negotiation, New Business Development, Leadership, Financial Risk, Team Building, Strategic Negotiations, Financial Modeling, Investment Banking, Finance, Commercial Banking, Business Planning, Portfolio Management, Executive Management, Financial Services, Strategic Financial..., Treasury Management, Management, CRM, Real Estate Economics, Banking, Due Diligence, Small Business, Loans, Mergers & Acquisitions, Budgets, Strategy, Real Estate, Investments, Credit Analysis, Valuation, Small Business Lending, Commercial Real Estate, Underwriting, Financial Structuring, Commercial Mortgages, Risk Management, Mortgage Lending, Real Estate Financing, Funding
Education
University of Phoenix - Reno
Bachelor of Business Administration (B.B.A.)
United States Air Force Academy 1974 — 1976
Wells Fargo Bank August 1998 - Present
Fountainhead Foursquare Church Carson City 2013 - Present
Nevada State EB-5 Regional Center April 2014 - Present
Skills
Strategic Planning, Commercial Lending, Financial Analysis, Building Relationships, Business Development, Credit, Organization, Negotiation, New Business Development, Leadership, Financial Risk, Team Building, Strategic Negotiations, Financial Modeling, Investment Banking, Finance, Commercial Banking, Business Planning, Portfolio Management, Executive Management, Financial Services, Strategic Financial..., Treasury Management, Management, CRM, Real Estate Economics, Banking, Due Diligence, Small Business, Loans, Mergers & Acquisitions, Budgets, Strategy, Real Estate, Investments, Credit Analysis, Valuation, Small Business Lending, Commercial Real Estate, Underwriting, Financial Structuring, Commercial Mortgages, Risk Management, Mortgage Lending, Real Estate Financing, Funding
Education
University of Phoenix - Reno
Bachelor of Business Administration (B.B.A.)
United States Air Force Academy 1974 — 1976
John Teget's Wells Fargo Bank Experience November 2006 - Present
Job VP / Database Marketing Decision Strategies Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank November 2006 - Present
Wells Fargo November 1999 - November 2006
Bank of America April 1992 - November 1999
Security Pacific Bank November 1982 - April 1992
Pertec November 1978 - 1981
Skills
Portfolio Management, Analytics, Financial Analysis
Education
UCLA Anderson School of Management 1980 — 1982
MBA, Finance
Chaffey High
University of California, Los Angeles
Wells Fargo Bank November 2006 - Present
Wells Fargo November 1999 - November 2006
Bank of America April 1992 - November 1999
Security Pacific Bank November 1982 - April 1992
Pertec November 1978 - 1981
Skills
Portfolio Management, Analytics, Financial Analysis
Education
UCLA Anderson School of Management 1980 — 1982
MBA, Finance
Chaffey High
University of California, Los Angeles
James Hurlburt's Wells Fargo Bank Experience June 2006 - Present
Job Web Developer at Wells Fargo Bank
Industry Banking
Luda Rechevskiy's Wells Fargo Bank Experience April 1999 - Present
Job Systems QA Team Lead, AVP
Industry Computer Software
Experience
Wells Fargo Bank April 1999 - Present
Wells Fargo 1999 - Present
Harris Communications April 1998 - April 1999
Skills
Business Process, Waterfall, Team Building, Regression Testing, Quality Center, SDLC, User Acceptance Testing, Test Planning, Test Cases, Defect Tracking, QTP, Test Automation, Software Quality..., Business Requirements, System Testing, Test Strategy, Integration Testing, Agile Testing, HP Quality Center, HP QTP
Education
Universitatea de Stat din Moldova
Bachelor of Arts (BA), Russian Language and Literature
Wells Fargo Bank April 1999 - Present
Wells Fargo 1999 - Present
Harris Communications April 1998 - April 1999
Skills
Business Process, Waterfall, Team Building, Regression Testing, Quality Center, SDLC, User Acceptance Testing, Test Planning, Test Cases, Defect Tracking, QTP, Test Automation, Software Quality..., Business Requirements, System Testing, Test Strategy, Integration Testing, Agile Testing, HP Quality Center, HP QTP
Education
Universitatea de Stat din Moldova
Bachelor of Arts (BA), Russian Language and Literature
Matt Bleecker's Wells Fargo Bank Experience
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank
Skills
Relationship Management, Cash Management, Banking, Treasury Management, Risk Management, Financial Services, Portfolio Management, Commercial Banking, Payments, Commercial Lending, Financial Risk, Credit Cards, Loans
Education
Union University 1991 — 1993
Wells Fargo Bank
Skills
Relationship Management, Cash Management, Banking, Treasury Management, Risk Management, Financial Services, Portfolio Management, Commercial Banking, Payments, Commercial Lending, Financial Risk, Credit Cards, Loans
Education
Union University 1991 — 1993
Robert Czochara's Wells Fargo Bank Experience June 1994 - February 2003
Job Commercial Banking Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2009 - Present
BB&T August 2006 - March 2008
Wells Fargo Bank June 1994 - February 2003
Skills
Commercial Lending, Underwriting, Business Relationship..., Commercial Banking, Loans, Portfolio Management, Lines Of Credit, Term Loans, Commercial Mortgages, Asset Based Lending, Credit Analysis, Loan Structuring, Loan Origination, Commercial Credit, Small Business Lending, Credit, Credit Risk, Banking, Risk, Financial Analysis, Risk Management, Construction Loans, Cash Flow, Credit Administration, Workout, Community Banking, Cross Selling, Middle Market, Equipment Finance, New Business Development
Education
Tulane University - A.B. Freeman School of Business 1981 — 1985
Bachelor of Science, Business Management & Finance
JPMorgan Chase May 2009 - Present
BB&T August 2006 - March 2008
Wells Fargo Bank June 1994 - February 2003
Skills
Commercial Lending, Underwriting, Business Relationship..., Commercial Banking, Loans, Portfolio Management, Lines Of Credit, Term Loans, Commercial Mortgages, Asset Based Lending, Credit Analysis, Loan Structuring, Loan Origination, Commercial Credit, Small Business Lending, Credit, Credit Risk, Banking, Risk, Financial Analysis, Risk Management, Construction Loans, Cash Flow, Credit Administration, Workout, Community Banking, Cross Selling, Middle Market, Equipment Finance, New Business Development
Education
Tulane University - A.B. Freeman School of Business 1981 — 1985
Bachelor of Science, Business Management & Finance
Michael Ogilvie's Wells Fargo Bank Experience February 2003 - Present
Job Application Systems Engineer at Wells Fargo Bank
Industry Information Technology and Services
Experience
Wells Fargo Bank February 2003 - Present
Kiwi Consultants Inc. January 2002 - February 2003
Compuware May 1999 - January 2002
Computec International Resources May 1997 - May 1999
Computec International Resources May 1994 - May 1997
Computec International Resources September 1992 - May 1994
National Australia Bank December 1989 - September 1992
Centron Corporation Ltd January 1987 - December 1989
Skills
SDLC, Visio, Unix, Enterprise Software, Requirements Gathering, Banking, Requirements Analysis, Business Analysis, Agile Methodologies
Education
Unitec Institute of Technology 1986 — 1988
NZCDP
Wells Fargo Bank February 2003 - Present
Kiwi Consultants Inc. January 2002 - February 2003
Compuware May 1999 - January 2002
Computec International Resources May 1997 - May 1999
Computec International Resources May 1994 - May 1997
Computec International Resources September 1992 - May 1994
National Australia Bank December 1989 - September 1992
Centron Corporation Ltd January 1987 - December 1989
Skills
SDLC, Visio, Unix, Enterprise Software, Requirements Gathering, Banking, Requirements Analysis, Business Analysis, Agile Methodologies
Education
Unitec Institute of Technology 1986 — 1988
NZCDP
Jennifer Tian's Wells Fargo Bank Experience June 2007 - September 2007
Job Senior Product Manager Mobile
Industry Financial Services
Experience
PayPal April 2012 - February 2015
eBay March 2011 - March 2012
eBay August 2008 - March 2011
UCLA Anderson School of Management October 2006 - June 2008
Wells Fargo Bank June 2007 - September 2007
Computer Sciences Corporation August 2000 - August 2006
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Strategy & Marketing
PayPal April 2012 - February 2015
eBay March 2011 - March 2012
eBay August 2008 - March 2011
UCLA Anderson School of Management October 2006 - June 2008
Wells Fargo Bank June 2007 - September 2007
Computer Sciences Corporation August 2000 - August 2006
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Strategy & Marketing
Rebecca Eyre's Wells Fargo Bank Experience 1991 - 1998
Job Senior Vice President, Ultra HighNetWorth Segment Marketing
Industry Financial Services
Experience
Bank of America 2012 - Present
Bank of America 2009 - 2012
Bank of America 2004 - 2008
Fleet Bank 2000 - 2004
Wells Fargo Bank 1991 - 1998
Skills
Cross-functional Team..., Financial Services, Banking, Analytics, Strategic Planning, Management, Product Marketing, CRM, Marketing, Market Research, Marketing Strategy, Leadership, Strategy, Private Equity, Project Management, Investments
Education
UC San Diego School of Global Policy and Strategy (GPS) 1987 — 1990
MPIA, International Business / China
University of California, San Diego 1979 — 1984
Bachelors, Double Major: Philosophy & Italian Studies; Double Minor: Political Science & Chinese Studies
Bank of America 2012 - Present
Bank of America 2009 - 2012
Bank of America 2004 - 2008
Fleet Bank 2000 - 2004
Wells Fargo Bank 1991 - 1998
Skills
Cross-functional Team..., Financial Services, Banking, Analytics, Strategic Planning, Management, Product Marketing, CRM, Marketing, Market Research, Marketing Strategy, Leadership, Strategy, Private Equity, Project Management, Investments
Education
UC San Diego School of Global Policy and Strategy (GPS) 1987 — 1990
MPIA, International Business / China
University of California, San Diego 1979 — 1984
Bachelors, Double Major: Philosophy & Italian Studies; Double Minor: Political Science & Chinese Studies
Marcus. Jones's Wells Fargo Bank Experience November 2004 - January 2013
Job AVP Lending Manager (QIS) Quality Review at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Bank November 2004 - January 2013
Skills
Consumer Lending, Mortgage Lending, Underwriting, Six Sigma, Leadership, Leadership Development, Career Development..., Credit, Banking, Coaching, Commercial Lending, Credit Risk, Financial Services, Investments, Loan Origination, Loans, Management, Mortgage Banking, Risk Management, Credit Analysis
Education
UCLA Anderson School of Management
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Bank November 2004 - January 2013
Skills
Consumer Lending, Mortgage Lending, Underwriting, Six Sigma, Leadership, Leadership Development, Career Development..., Credit, Banking, Coaching, Commercial Lending, Credit Risk, Financial Services, Investments, Loan Origination, Loans, Management, Mortgage Banking, Risk Management, Credit Analysis
Education
UCLA Anderson School of Management
Rick Clugston's Wells Fargo Bank Experience March 2000 - January 2006
Job Director, Air Force Financial Management Center of Expertise
Industry Defense & Space
Experience
United States Air Force June 2015 - Present
US Air Force Reserve 2012 - 2015
US Air Force 2006 - 2015
Wells Fargo Bank March 2000 - January 2006
Tecolote Research 1999 - 2000
United States Air Force 1997 - 1999
United States Air Force 1994 - 1996
Skills
FAR, Operational Planning, DoD, Homeland Security, Government Contracting, Change Management, PMP, Financial Analysis, Cross-functional Team..., Air Force, Operations Management, Process Improvement, Security Clearance, Risk Management, Defense, Program Management, Military, Government, Command
Education
Wright State University 1995 — 1997
MBA, Finance
United States Air Force Academy 1990 — 1994
Bachelor’s Degree, Management
United States Air Force June 2015 - Present
US Air Force Reserve 2012 - 2015
US Air Force 2006 - 2015
Wells Fargo Bank March 2000 - January 2006
Tecolote Research 1999 - 2000
United States Air Force 1997 - 1999
United States Air Force 1994 - 1996
Skills
FAR, Operational Planning, DoD, Homeland Security, Government Contracting, Change Management, PMP, Financial Analysis, Cross-functional Team..., Air Force, Operations Management, Process Improvement, Security Clearance, Risk Management, Defense, Program Management, Military, Government, Command
Education
Wright State University 1995 — 1997
MBA, Finance
United States Air Force Academy 1990 — 1994
Bachelor’s Degree, Management
Owen Martinez's Wells Fargo Bank Experience April 2004 - April 2010
Job Information Security Analyst/Project Officer/COMSEC Account Manager
Industry Information Technology and Services
Experience
Florida Army National Guard - Full Time May 2005 - September 2011
Wells Fargo Bank April 2004 - April 2010
Wells Fargo Financial October 1996 - July 2004
Skills
CISSP, Information Security..., ISO 17799/27002, COMSEC, Physical Security, OPSEC
Education
Universidad del Sagrado Corazón 1993 — 1996
MBA, Management of Information Systems
University of Southern California 1988 — 1989
Master's Certificate, Systems Management
Universidad de Puerto Rico 1982 — 1986
B.A., Computer Science
Florida Army National Guard - Full Time May 2005 - September 2011
Wells Fargo Bank April 2004 - April 2010
Wells Fargo Financial October 1996 - July 2004
Skills
CISSP, Information Security..., ISO 17799/27002, COMSEC, Physical Security, OPSEC
Education
Universidad del Sagrado Corazón 1993 — 1996
MBA, Management of Information Systems
University of Southern California 1988 — 1989
Master's Certificate, Systems Management
Universidad de Puerto Rico 1982 — 1986
B.A., Computer Science
Linnette Echandy's Wells Fargo Bank Experience October 2014 - Present
Job Treasury Management Sales Consultant at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank October 2014 - Present
Wells Fargo 2008 - Present
Wells Fargo 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo 2003 - 2004
Skills
Treasury Management, Cash Management, Treasury Services, Commercial Banking, Cross Selling, Banking, Relationship Management, ACH, Financial Services, Portfolio Management, Retail Banking, Banking Relationships, Commercial Lending
Education
University of Puerto Rico 1991 — 1995
Bachelor, Business Administration
Wells Fargo Bank October 2014 - Present
Wells Fargo 2008 - Present
Wells Fargo 2006 - 2008
Wells Fargo 2004 - 2006
Wells Fargo 2003 - 2004
Skills
Treasury Management, Cash Management, Treasury Services, Commercial Banking, Cross Selling, Banking, Relationship Management, ACH, Financial Services, Portfolio Management, Retail Banking, Banking Relationships, Commercial Lending
Education
University of Puerto Rico 1991 — 1995
Bachelor, Business Administration
Catherine Hill's Wells Fargo Bank Experience March 2010 - February 2013
Job Global Treasury Manager at salesforce.com
Industry Internet
Experience
salesforce.com June 2014 - Present
Wells Fargo February 2013 - June 2014
Wells Fargo Bank March 2010 - February 2013
Wells Fargo Bank October 2009 - March 2010
Wells Fargo June 2007 - October 2009
Gilead Sciences May 2006 - August 2006
Skills
Economics, Financial Accounting, Portfolio Management, Financial Analysis, Underwriting, Finance, Credit, Commercial Lending, Loans, Venture Capital, Credit Analysis, Commercial Banking, Investments
Education
University of Southern California 2002 — 2006
BA, Biological Sciences, Minor: French
University of California, Berkeley 2007 — 2011
Accounting
Université Paris-Sorbonne 2006 — 2007
Certificat de Langue Française, Niveau Intermediaire, French Language
salesforce.com June 2014 - Present
Wells Fargo February 2013 - June 2014
Wells Fargo Bank March 2010 - February 2013
Wells Fargo Bank October 2009 - March 2010
Wells Fargo June 2007 - October 2009
Gilead Sciences May 2006 - August 2006
Skills
Economics, Financial Accounting, Portfolio Management, Financial Analysis, Underwriting, Finance, Credit, Commercial Lending, Loans, Venture Capital, Credit Analysis, Commercial Banking, Investments
Education
University of Southern California 2002 — 2006
BA, Biological Sciences, Minor: French
University of California, Berkeley 2007 — 2011
Accounting
Université Paris-Sorbonne 2006 — 2007
Certificat de Langue Française, Niveau Intermediaire, French Language
Lucy Nixon's Wells Fargo Bank Experience 2000 - 2006
Job Managing Director at JPMorgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities LLC April 2006 - Present
JPMorgan Chase 2006 - December 2012
Wells Fargo Bank 2000 - 2006
Bank of America 1995 - 1999
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance
J.P. Morgan Securities LLC April 2006 - Present
JPMorgan Chase 2006 - December 2012
Wells Fargo Bank 2000 - 2006
Bank of America 1995 - 1999
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance
Eric Wyszkowski's Wells Fargo Bank Experience April 2010 - August 2011
Job SR Reverse Mortgage Specialist at Security 1 Lending
Industry Banking
Experience
Security 1 Lending May 2013 - Present
Genworth Financial Home Equity Access, Inc. January 2011 - April 2013
Wells Fargo Bank April 2010 - August 2011
New Millenium Bank October 2006 - August 2009
Skills
FHA, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Loans, Refinance, Construction Loans, Retirement, Loan Origination, Credit Analysis, FHA financing, Home Equity, Residential Mortgages, Strategic Financial..., USDA, Home Equity Loans, Commercial Mortgages, Credit, Banking, Underwriting, Mortgage Underwriting, Commercial Lending, Investment Properties, VA loans, Certified Mortgage...
Education
Uni of Miami 1978 — 1981
BBA, International Marketing and Finance
Tulane University 1976 — 1978
BBA, Economics
Security 1 Lending May 2013 - Present
Genworth Financial Home Equity Access, Inc. January 2011 - April 2013
Wells Fargo Bank April 2010 - August 2011
New Millenium Bank October 2006 - August 2009
Skills
FHA, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Loans, Refinance, Construction Loans, Retirement, Loan Origination, Credit Analysis, FHA financing, Home Equity, Residential Mortgages, Strategic Financial..., USDA, Home Equity Loans, Commercial Mortgages, Credit, Banking, Underwriting, Mortgage Underwriting, Commercial Lending, Investment Properties, VA loans, Certified Mortgage...
Education
Uni of Miami 1978 — 1981
BBA, International Marketing and Finance
Tulane University 1976 — 1978
BBA, Economics
Yona Shulaker's Wells Fargo Bank Experience 1980 - 1987
Job Process Improvement Manager at Stanford University School of Medicine
Industry Research
Experience
Stanford University (School of Medicine) January 2015 - Present
Stanford University August 2005 - January 2015
Wells Fargo Bank 1980 - 1987
Arthur Andersen & Co. Consulting (now Accenture) 1977 - 1980
Skills
Program Management, Student Affairs, Technical Writing, Data Analysis, Management Consulting, Policy, Research, Project Management, Higher Education, FDA
Education
UCL
BSc(Hons)(Eng), Chemical Engineering
Stanford University (School of Medicine) January 2015 - Present
Stanford University August 2005 - January 2015
Wells Fargo Bank 1980 - 1987
Arthur Andersen & Co. Consulting (now Accenture) 1977 - 1980
Skills
Program Management, Student Affairs, Technical Writing, Data Analysis, Management Consulting, Policy, Research, Project Management, Higher Education, FDA
Education
UCL
BSc(Hons)(Eng), Chemical Engineering
Eric Rosenthal's Wells Fargo Bank Experience December 2010 - Present
Job Commercial Relationship Manager Dealer Services at Wells Fargo Bank
Industry Automotive
Experience
Wells Fargo Bank December 2010 - Present
HSBC August 2009 - December 2010
Quiznos Sub - Central Valley and Goshen, New York November 2003 - August 2010
HSBC October 2005 - July 2009
Ford Motor Credit Company September 1991 - October 2005
Skills
Business Planning, Financial Risk, Credit, Loans, Underwriting, Selling, Commercial Banking, Credit Analysis, Financial Analysis, Management, Finance, Competitive Analysis, Credit Risk, Relationship Management, Portfolio Management, Risk Management, Commercial Lending, Financial Services, Mortgage Lending
Education
University at Albany, SUNY 1987 — 1991
BS, Business Administration - Finance and Management Information Systems
Wells Fargo Bank December 2010 - Present
HSBC August 2009 - December 2010
Quiznos Sub - Central Valley and Goshen, New York November 2003 - August 2010
HSBC October 2005 - July 2009
Ford Motor Credit Company September 1991 - October 2005
Skills
Business Planning, Financial Risk, Credit, Loans, Underwriting, Selling, Commercial Banking, Credit Analysis, Financial Analysis, Management, Finance, Competitive Analysis, Credit Risk, Relationship Management, Portfolio Management, Risk Management, Commercial Lending, Financial Services, Mortgage Lending
Education
University at Albany, SUNY 1987 — 1991
BS, Business Administration - Finance and Management Information Systems
Carlos Wejebe's Wells Fargo Bank Experience February 2012 - January 2013
Job Regional Leader at Primerica Financial Services
Industry Financial Services
Experience
Primerica June 2015 - Present
Primerica December 2014 - Present
Wells Fargo 2011 - Present
Wells Fargo Bank February 2012 - January 2013
Wells Fargo July 2011 - February 2012
Tienda Bombon CxA January 2007 - October 2010
Nearshore Call Center Services June 2006 - December 2006
Skills
Inventory Management, Marketing, Call Center, Microsoft Excel, Microsoft Word, PowerPoint, Cross Selling, Spanish, Marketing Communications, Customer Satisfaction, Customer Service, Customer Retention, Online Advertising, Sales, Social Media Marketing, Retail, Team Leadership, Account Management, Marketing Strategy, Teamwork, Credit, Banking, Cold Calling, Direct Sales, English, Credit Analysis, Merchandising, Sales Management, Budgets
Education
Universidad Iberoamericana 2006 — 2010
BBA, Business Administration
Louis E. Dieruff High School
Primerica June 2015 - Present
Primerica December 2014 - Present
Wells Fargo 2011 - Present
Wells Fargo Bank February 2012 - January 2013
Wells Fargo July 2011 - February 2012
Tienda Bombon CxA January 2007 - October 2010
Nearshore Call Center Services June 2006 - December 2006
Skills
Inventory Management, Marketing, Call Center, Microsoft Excel, Microsoft Word, PowerPoint, Cross Selling, Spanish, Marketing Communications, Customer Satisfaction, Customer Service, Customer Retention, Online Advertising, Sales, Social Media Marketing, Retail, Team Leadership, Account Management, Marketing Strategy, Teamwork, Credit, Banking, Cold Calling, Direct Sales, English, Credit Analysis, Merchandising, Sales Management, Budgets
Education
Universidad Iberoamericana 2006 — 2010
BBA, Business Administration
Louis E. Dieruff High School
Joseph Tkac's Wells Fargo Bank Experience SVPWachovia Bank/ First Fidelity BankJuly 1986 - July 2007
Job SVP at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank SVPWachovia Bank/ First Fidelity BankJuly 1986 - July 2007
Wachovia Bank, N.A. 1986 - 2007
Wachovia 1985 - 2007
Education
Tulane University 1975 — 1979
BS, Economics
Wells Fargo Bank SVPWachovia Bank/ First Fidelity BankJuly 1986 - July 2007
Wachovia Bank, N.A. 1986 - 2007
Wachovia 1985 - 2007
Education
Tulane University 1975 — 1979
BS, Economics
Celine Ghebbano's Wells Fargo Bank Experience June 2011 - Present
Job Business Relationship Manager, AVP at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank June 2011 - Present
Wells Fargo Bank February 2005 - August 2011
Wells Fargo May 2003 - January 2005
Wells Fargo Bank, NA March 2002 - June 2003
Education
Université Stendhal (Grenoble III) 1989 — 1995
Master, English and American Civilization and Literature
Wells Fargo Bank June 2011 - Present
Wells Fargo Bank February 2005 - August 2011
Wells Fargo May 2003 - January 2005
Wells Fargo Bank, NA March 2002 - June 2003
Education
Université Stendhal (Grenoble III) 1989 — 1995
Master, English and American Civilization and Literature
Amanda Doss's Wells Fargo Bank Experience 2009 - 2010
Job Human Resources Generalist at KIND
Industry Human Resources
Experience
KIND November 2013 - Present
KIND May 2013 - November 2013
Wells Fargo February 2011 - May 2013
Wells Fargo 2010 - 2011
Wells Fargo Bank 2009 - 2010
Nordstrom 2008 - 2009
Victoria's Secret 2006 - 2008
Skills
Employee Engagement, Conflict Resolution, Employee Relations, Personnel Management, HR Policies, Employment Law, Federal & State..., Oral & Written..., Human Resources, Operations Management, Banking, Customer Service, Consumer Lending, Deposits, Retail Banking, Customer Service..., Credit, Cash Management, Microsoft Word, Cross Selling, Payroll, Communication
Education
University of Oregon 2005 — 2009
Journalism, Public Relations, Advertising, and Applied Communication
Universidad de Oviedo
KIND November 2013 - Present
KIND May 2013 - November 2013
Wells Fargo February 2011 - May 2013
Wells Fargo 2010 - 2011
Wells Fargo Bank 2009 - 2010
Nordstrom 2008 - 2009
Victoria's Secret 2006 - 2008
Skills
Employee Engagement, Conflict Resolution, Employee Relations, Personnel Management, HR Policies, Employment Law, Federal & State..., Oral & Written..., Human Resources, Operations Management, Banking, Customer Service, Consumer Lending, Deposits, Retail Banking, Customer Service..., Credit, Cash Management, Microsoft Word, Cross Selling, Payroll, Communication
Education
University of Oregon 2005 — 2009
Journalism, Public Relations, Advertising, and Applied Communication
Universidad de Oviedo
Jeff Gryziec's Wells Fargo Bank Experience July 2010 - Present
Job Quality Assurance Analyst at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank July 2010 - Present
Education
Union College 1997 — 2001
B.A, Economics
Wells Fargo Bank July 2010 - Present
Education
Union College 1997 — 2001
B.A, Economics
Shashi Rajagopal's Wells Fargo Bank Experience May 2008 - August 2010
Job Vice President, Wholesale Banking at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2014 - Present
Wells Fargo April 2012 - Present
Wells Fargo August 2010 - March 2012
Wells Fargo Bank May 2008 - August 2010
Wells Fargo September 2005 - May 2008
Skills
Financial Modeling, Financial Analysis, Business Analysis, Management Consulting, Business Strategy, Analytics, Strategy, Financial Services, Valuation, Marketing, Portfolio Management, Financial Risk
Education
Anderson School at UCLA 2010 — 2013
Master of Business Administration (MBA), Strategy and Finance
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (B.A.), Economics and Political Science (International Relations)
Wells Fargo December 2014 - Present
Wells Fargo April 2012 - Present
Wells Fargo August 2010 - March 2012
Wells Fargo Bank May 2008 - August 2010
Wells Fargo September 2005 - May 2008
Skills
Financial Modeling, Financial Analysis, Business Analysis, Management Consulting, Business Strategy, Analytics, Strategy, Financial Services, Valuation, Marketing, Portfolio Management, Financial Risk
Education
Anderson School at UCLA 2010 — 2013
Master of Business Administration (MBA), Strategy and Finance
University of California, Los Angeles 2001 — 2005
Bachelor of Arts (B.A.), Economics and Political Science (International Relations)
Barbara Davey's Wells Fargo Bank Experience 1993 - 2005
Job Credit Concurrence Officer at Bank of Texas
Industry Banking
Experience
Bank of Texas August 2005 - Present
Wells Fargo May 1996 - July 2005
Wells Fargo Bank 1993 - 2005
First Interstate Bank January 1993 - April 1996
Education
Tulane University - A.B. Freeman School of Business 1980 — 1982
MBA, Accounting-Finance
Tulane University
Master of Arts, Latin American Studies
Bank of Texas August 2005 - Present
Wells Fargo May 1996 - July 2005
Wells Fargo Bank 1993 - 2005
First Interstate Bank January 1993 - April 1996
Education
Tulane University - A.B. Freeman School of Business 1980 — 1982
MBA, Accounting-Finance
Tulane University
Master of Arts, Latin American Studies
Ana Elizabeth (Anelise) Lago's Wells Fargo Bank Experience November 2010 - April 2013
Job Associate at Locke Lord LLP
Industry Law Practice
Experience
Locke Lord LLP April 2013 - Present
Wells Fargo Bank November 2010 - April 2013
O'Neill & Borges January 2006 - October 2010
Skills
Real Estate, Corporate Law, Legal Writing, Portfolio Management, Real Estate Financing, Asset-Based Finance, Commercial Leasing, Due Diligence, Transactional, Contract Negotiation, Workouts, Commercial Lending, Commercial Real Estate, Real Estate Transactions, Asset Based Lending, Restructuring
Education
University of Puerto Rico School of Law 2001 — 2005
JD, Law
Universitat de Barcelona / University of Barcelona 2003 — 2004
Bachelor of Laws (LL.B.)
Locke Lord LLP April 2013 - Present
Wells Fargo Bank November 2010 - April 2013
O'Neill & Borges January 2006 - October 2010
Skills
Real Estate, Corporate Law, Legal Writing, Portfolio Management, Real Estate Financing, Asset-Based Finance, Commercial Leasing, Due Diligence, Transactional, Contract Negotiation, Workouts, Commercial Lending, Commercial Real Estate, Real Estate Transactions, Asset Based Lending, Restructuring
Education
University of Puerto Rico School of Law 2001 — 2005
JD, Law
Universitat de Barcelona / University of Barcelona 2003 — 2004
Bachelor of Laws (LL.B.)
Neil L. Siegel's Wells Fargo Bank Experience December 2002 - Present
Job Private Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2002 - Present
Skills
Real Estate, Portfolio Management, Wealth Management, Strategic Planning, Marketing, Investments, Loans, Public Speaking, Credit, Banking, Sales, Series 63, Microsoft Office, Mortgage Lending, Series 7, Management
Education
State University of New York at Albany 1979 — 1983
Bachelor of Science (BS), Computer Science and Economics
University at Albany, SUNY 1979 — 1983
bs, economics, business
Wells Fargo Bank December 2002 - Present
Skills
Real Estate, Portfolio Management, Wealth Management, Strategic Planning, Marketing, Investments, Loans, Public Speaking, Credit, Banking, Sales, Series 63, Microsoft Office, Mortgage Lending, Series 7, Management
Education
State University of New York at Albany 1979 — 1983
Bachelor of Science (BS), Computer Science and Economics
University at Albany, SUNY 1979 — 1983
bs, economics, business
Lisa Reusch, CRCM's Wells Fargo Bank Experience October 2010 - February 2015
Job Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo Bank October 2010 - February 2015
Wells Fargo Financial April 2006 - October 2010
Wells Fargo Financial February 2003 - April 2006
Education
University at Buffalo
Wells Fargo March 2015 - Present
Wells Fargo Bank October 2010 - February 2015
Wells Fargo Financial April 2006 - October 2010
Wells Fargo Financial February 2003 - April 2006
Education
University at Buffalo
Michael Andry's Wells Fargo Bank Experience January 2010 - Present
Job Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Bank January 2010 - Present
US Trust 2001 - 2010
Bank of America 1988 - 2001
Education
Tulane University - A.B. Freeman School of Business 1986 — 1988
Masters of Business Administration
Vanderbilt University 1981 — 1985
Economics
Wells Fargo Bank January 2010 - Present
US Trust 2001 - 2010
Bank of America 1988 - 2001
Education
Tulane University - A.B. Freeman School of Business 1986 — 1988
Masters of Business Administration
Vanderbilt University 1981 — 1985
Economics
Renee Armbruster's Wells Fargo Bank Experience Senior Trust OfficerUS Trust2005 - 2010
Job Senior Trust and Fiduciary Specialist at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank Senior Trust OfficerUS Trust2005 - 2010
Skills
Trust Services, Wealth Management..., Estate Planning, High Net Worth..., Investment Management, Investments, Asset Allocation, Mortgage Lending, Wealth, Estate Tax Planning, Wills, Investment Strategies, Wealth Management, Trusts, Asset Protection, Financial Planners, Retirement, Hedge Funds, Estate Administration, Trust Management, Banking, Strategic Financial..., Leadership, Long-term Care, Investment Advisory, Asset Management, Estate Law, Private Banking, Mutual Funds, Financial Services, Financial Advisory, Equities, Retirement Planning, Alternative Investments, Portfolio Management, Loans
Education
University of Akron School of Law
Juris Doctor
University of Central Florida
Bachelor of Science, Finance
Wells Fargo Bank Senior Trust OfficerUS Trust2005 - 2010
Skills
Trust Services, Wealth Management..., Estate Planning, High Net Worth..., Investment Management, Investments, Asset Allocation, Mortgage Lending, Wealth, Estate Tax Planning, Wills, Investment Strategies, Wealth Management, Trusts, Asset Protection, Financial Planners, Retirement, Hedge Funds, Estate Administration, Trust Management, Banking, Strategic Financial..., Leadership, Long-term Care, Investment Advisory, Asset Management, Estate Law, Private Banking, Mutual Funds, Financial Services, Financial Advisory, Equities, Retirement Planning, Alternative Investments, Portfolio Management, Loans
Education
University of Akron School of Law
Juris Doctor
University of Central Florida
Bachelor of Science, Finance
Adele Federico's Wells Fargo Bank Experience Assistant Vice PresidentWells Fargo1992 - Present
Job Operations Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank Assistant Vice PresidentWells Fargo1992 - Present
Education
Union College
BS, Psychology
University of New Haven
MA, Community Psychology
Wells Fargo Bank Assistant Vice PresidentWells Fargo1992 - Present
Education
Union College
BS, Psychology
University of New Haven
MA, Community Psychology
Christian Palma's Wells Fargo Bank Experience December 2002 - August 2006
Job Business Management
Industry International Trade and Development
Experience
State Farm Insurance March 2012 - March 2013
Idemitsu Lubricants America Corp April 2008 - December 2009
Countrywide Home Loans August 2006 - August 2007
Wells Fargo Bank December 2002 - August 2006
HSBC Bank Co - Brazil March 2001 - March 2002
Skills
New Business Development, Sales Management, Forecasting, Leadership, Underwriting, Loans, Banking, Sales, Management, Direct Sales, Product Marketing, Negotiation, Market Research, Finance, Risk Management
Education
Universidade Mackenzie 1996 — 2001
Bachelor, Business Management
University of California San Diego, La Jolla 1998 — 1999
Certification, Business Management
State Farm Insurance March 2012 - March 2013
Idemitsu Lubricants America Corp April 2008 - December 2009
Countrywide Home Loans August 2006 - August 2007
Wells Fargo Bank December 2002 - August 2006
HSBC Bank Co - Brazil March 2001 - March 2002
Skills
New Business Development, Sales Management, Forecasting, Leadership, Underwriting, Loans, Banking, Sales, Management, Direct Sales, Product Marketing, Negotiation, Market Research, Finance, Risk Management
Education
Universidade Mackenzie 1996 — 2001
Bachelor, Business Management
University of California San Diego, La Jolla 1998 — 1999
Certification, Business Management
Ana Soza-Barrera's Wells Fargo Bank Experience July 2001 - Present
Job Business Banking Specialist at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank July 2001 - Present
Wells Fargo Bank September 1988 - Present
Skills
Loans, Mortgage Lending, Financial Analysis, Process Improvement, Consumer Lending, Credit, Loan Origination, Mortgage Banking, Strategic Planning, Credit Analysis, Refinance, Retirement Planning
Education
Universidad Autónoma Metropolitana 1979 — 1982
Colegio Primero de Febrero 1966 — 1975
Bachiller en Ciencias y Letras
Wells Fargo Bank July 2001 - Present
Wells Fargo Bank September 1988 - Present
Skills
Loans, Mortgage Lending, Financial Analysis, Process Improvement, Consumer Lending, Credit, Loan Origination, Mortgage Banking, Strategic Planning, Credit Analysis, Refinance, Retirement Planning
Education
Universidad Autónoma Metropolitana 1979 — 1982
Colegio Primero de Febrero 1966 — 1975
Bachiller en Ciencias y Letras
Alfonso Osorio NMLS ID 257134's Wells Fargo Bank Experience August 2011 - Present
Job Loan Officer
Industry Financial Services
Experience
Wells Fargo Bank August 2011 - Present
Skills
FHA, Mortgage Lending, VA loans, Refinance, Government Loans, Non-Conforming, FHA financing, Mortgage Banking, Loan Origination, USDA, Home Equity, Residential Mortgages, Loans, Certified Mortgage..., Reverse Mortgages, Construction Loans, Credit, Home Equity Lines of..., Home Equity Loans, Banking
Education
Tulane University 1992 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Bank August 2011 - Present
Skills
FHA, Mortgage Lending, VA loans, Refinance, Government Loans, Non-Conforming, FHA financing, Mortgage Banking, Loan Origination, USDA, Home Equity, Residential Mortgages, Loans, Certified Mortgage..., Reverse Mortgages, Construction Loans, Credit, Home Equity Lines of..., Home Equity Loans, Banking
Education
Tulane University 1992 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Mike Gillfillan's Wells Fargo Bank Experience 1973 - 1998
Job Director and Consultant
Industry Banking
Experience
AloStar Bank Of Commerce April 2011 - April 2015
Meriturn Partners, Neveric LLC and Gavilan Partners 1999 - 2009
Wells Fargo Bank 1973 - 1998
Education
UC Berkeley
BA, History
UCLA Anderson School of Management
MBA
AloStar Bank Of Commerce April 2011 - April 2015
Meriturn Partners, Neveric LLC and Gavilan Partners 1999 - 2009
Wells Fargo Bank 1973 - 1998
Education
UC Berkeley
BA, History
UCLA Anderson School of Management
MBA
Annie Meyer's Wells Fargo Bank Experience March 1985 - July 2010
Job retired at Freelance; Selfemployed
Industry Professional Training & Coaching
Experience
Freelance; Self-employed April 2011 - Present
Wells Fargo Bank March 1985 - July 2010
Skills
Coaching, Sales Management, Strategic Planning, Team Building, Hospitality, Sales Process, Contract Negotiation, Customer Retention, Negotiation, Sales, Account Management, Event Management, Customer Service, Management, Event Planning, Marketing Strategy, Leadership, Hotels, New Business Development, Strategy, Budgets
Education
Université Paris X Nanterre
Bachelor of Arts (BA), English Literature (British and Commonwealth) and American Civilization
Freelance; Self-employed April 2011 - Present
Wells Fargo Bank March 1985 - July 2010
Skills
Coaching, Sales Management, Strategic Planning, Team Building, Hospitality, Sales Process, Contract Negotiation, Customer Retention, Negotiation, Sales, Account Management, Event Management, Customer Service, Management, Event Planning, Marketing Strategy, Leadership, Hotels, New Business Development, Strategy, Budgets
Education
Université Paris X Nanterre
Bachelor of Arts (BA), English Literature (British and Commonwealth) and American Civilization
Nadege Draper's Wells Fargo Bank Experience October 2006 - March 2011
Job Operational Risk Consultant at Abbot Downing
Industry Banking
Experience
Abbot Downing March 2013 - Present
Abbot Downing April 2011 - February 2013
Wells Fargo Bank October 2006 - March 2011
Wells Fargo and Fleet Banks March 2000 - September 2006
Wells Fargo Bank November 1998 - February 2000
Skills
Banking, Risk Management, Credit, Loans, Portfolio Management, Private Banking, Operational Risk, Wealth Management, Asset Management, Investments
Education
Université de Nantes / University of Nantes
2 year degree, Foreign Languages and Literatures, General
Abbot Downing March 2013 - Present
Abbot Downing April 2011 - February 2013
Wells Fargo Bank October 2006 - March 2011
Wells Fargo and Fleet Banks March 2000 - September 2006
Wells Fargo Bank November 1998 - February 2000
Skills
Banking, Risk Management, Credit, Loans, Portfolio Management, Private Banking, Operational Risk, Wealth Management, Asset Management, Investments
Education
Université de Nantes / University of Nantes
2 year degree, Foreign Languages and Literatures, General
Elizabeth Kimura's Wells Fargo Bank Experience August 2007 - Present
Job Personal Business Banker 2 at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank August 2007 - Present
Skills
Loans, Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Loan Origination, Financial Analysis, Lines Of Credit
Education
Universidade Paulista / UNIP 1999 — 2003
aldo dallago
Wells Fargo Bank August 2007 - Present
Skills
Loans, Banking, Mortgage Lending, Credit Analysis, Small Business Lending, Commercial Lending, Consumer Lending, Commercial Banking, Loan Origination, Financial Analysis, Lines Of Credit
Education
Universidade Paulista / UNIP 1999 — 2003
aldo dallago
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
USAA
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank