Wells Fargo Bank, N.A.
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. Customer service: 00 800 9564 4422 CEO: Timothy J. Sloan (12 Oct 2016–) Headquarters: San Francisco, California, United States Revenue: 88.39 billion USD (2017) Subsidiaries: Wells Fargo Advisors, Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
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1,272 Wells Fargo Bank, N.A. employees in database. Find out everything there's to know about Wells Fargo Bank, N.A. 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, N.A. Employees
Employee
Years
Job
Industry
Pia Corder Pia Corder's Wells Fargo Bank, N.A. Experience September 2013 - Present
Job International Operational Risk Consultant at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. September 2013 - Present
Wells Fargo Bank, N.A. June 2010 - August 2013
Wells Fargo HSBC Trade Bank January 2001 - January 2010
Wells Fargo HSBC Trade Bank January 1996 - January 2001
Wells Fargo Bank January 1988 - January 1996
Hokkaido Takushoku Bank, LTD January 1987 - January 1988
Korea Trade Center January 1984 - January 1987
Skills
International Trade, Project Management, Management, People-oriented, Spanish, Banking, Business Development, Leadership, Risk Management, Credit, Analysis, Loans, Financial Risk, Financial Services, Trading
Education
California State University-Los Angeles 1981 — 1986
Bachelor of Science (BS), Business Administration/International Business
Wells Fargo Bank, N.A. September 2013 - Present
Wells Fargo Bank, N.A. June 2010 - August 2013
Wells Fargo HSBC Trade Bank January 2001 - January 2010
Wells Fargo HSBC Trade Bank January 1996 - January 2001
Wells Fargo Bank January 1988 - January 1996
Hokkaido Takushoku Bank, LTD January 1987 - January 1988
Korea Trade Center January 1984 - January 1987
Skills
International Trade, Project Management, Management, People-oriented, Spanish, Banking, Business Development, Leadership, Risk Management, Credit, Analysis, Loans, Financial Risk, Financial Services, Trading
Education
California State University-Los Angeles 1981 — 1986
Bachelor of Science (BS), Business Administration/International Business
Jason Bettendorf Jason Bettendorf's Wells Fargo Bank, N.A. Experience July 2013 - Present
Job Assistant Vice President Fiduciary Relationship Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. July 2013 - Present
Wesierski & Zurek January 2008 - July 2013
Blue Star Marine, Inc. January 2006 - December 2008
Tuverson & Hillyard January 2003 - December 2005
Robinson DiLando & Whitaker January 2001 - January 2003
Skills
Personal Injury, Courts, Litigation, Pleadings, Hearings, Alternative Dispute..., Civil Litigation, Legal Writing, Westlaw, Wrongful Death, Legal Assistance, Legal Research, Management, Problem Solving, Project Management, Contract Negotiation, Business Development, Entrepreneurship, Leadership, Microsoft Office, Negotiation, PowerPoint, Sustainability, Corporate Law, Medical Malpractice, Criminal Law, Trials, Appeals
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1997 — 2000
Juris Doctor, Law
California State University-Fullerton 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Wells Fargo Bank, N.A. July 2013 - Present
Wesierski & Zurek January 2008 - July 2013
Blue Star Marine, Inc. January 2006 - December 2008
Tuverson & Hillyard January 2003 - December 2005
Robinson DiLando & Whitaker January 2001 - January 2003
Skills
Personal Injury, Courts, Litigation, Pleadings, Hearings, Alternative Dispute..., Civil Litigation, Legal Writing, Westlaw, Wrongful Death, Legal Assistance, Legal Research, Management, Problem Solving, Project Management, Contract Negotiation, Business Development, Entrepreneurship, Leadership, Microsoft Office, Negotiation, PowerPoint, Sustainability, Corporate Law, Medical Malpractice, Criminal Law, Trials, Appeals
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1997 — 2000
Juris Doctor, Law
California State University-Fullerton 1993 — 1997
Bachelor of Arts (B.A.), Political Science
Kourosh Pourkazemi Kourosh Pourkazemi's Wells Fargo Bank, N.A. Experience September 2009 - March 2013
Job Executive Director | AwardLimoInc.com
Industry Leisure, Travel & Tourism
Experience
Award Limousine Inc. March 2012 - Present
Exquisite Services Group July 2010 - January 2014
Wells Fargo Bank, N.A. September 2009 - March 2013
Radisson Hotel Midtown Los Angeles at USC June 2008 - September 2009
Courtyard by Marriott Santa Clarita February 2007 - June 2008
VIP Direct Home Loans October 2004 - January 2007
Skills
Business Development, Social Media Marketing, Business Analysis, Online Marketing, Increasing Revenue, Relationship Marketing, Corporate Communications, Promotions, Client Relationship..., Financial Accounting, Business Relationship..., Staff Development, Staff Management, Staff Training, Account Management, Promotion Planning, Communications Planning, New Business Development, Banking Relationships, Marketing Management, Margin Analysis, Relationship Development, Closing Skills, Margin Enhancement, Business Management, International Business..., Marketing Strategy, Loan Closing, Market Identification, Talent Identification, Increasing Profitability, CRM, Online Advertising, Marketing Research, Negotiation, Coaching, Increased Profitability, Management, Talent Management, Customer Retention, Business Planning, Customer Service, Selling Skills, Event Planning, Budgets, Business Strategy, Small Business, Marketing, Social Networking, Entrepreneurship
Education
University of Southern California - Marshall School of Business
Master of Business, Administration / Marketing
University of Phoenix 2005 — 2008
Bachelor of Science, Business Management
College of the Canyons 2002 — 2005
Associate of Arts, Business
Award Limousine Inc. March 2012 - Present
Exquisite Services Group July 2010 - January 2014
Wells Fargo Bank, N.A. September 2009 - March 2013
Radisson Hotel Midtown Los Angeles at USC June 2008 - September 2009
Courtyard by Marriott Santa Clarita February 2007 - June 2008
VIP Direct Home Loans October 2004 - January 2007
Skills
Business Development, Social Media Marketing, Business Analysis, Online Marketing, Increasing Revenue, Relationship Marketing, Corporate Communications, Promotions, Client Relationship..., Financial Accounting, Business Relationship..., Staff Development, Staff Management, Staff Training, Account Management, Promotion Planning, Communications Planning, New Business Development, Banking Relationships, Marketing Management, Margin Analysis, Relationship Development, Closing Skills, Margin Enhancement, Business Management, International Business..., Marketing Strategy, Loan Closing, Market Identification, Talent Identification, Increasing Profitability, CRM, Online Advertising, Marketing Research, Negotiation, Coaching, Increased Profitability, Management, Talent Management, Customer Retention, Business Planning, Customer Service, Selling Skills, Event Planning, Budgets, Business Strategy, Small Business, Marketing, Social Networking, Entrepreneurship
Education
University of Southern California - Marshall School of Business
Master of Business, Administration / Marketing
University of Phoenix 2005 — 2008
Bachelor of Science, Business Management
College of the Canyons 2002 — 2005
Associate of Arts, Business
Chris Stalboerger Chris Stalboerger's Wells Fargo Bank, N.A. Experience June 1995 - July 2002
Job REALTOR® at Edina Realty
Industry Real Estate
Experience
Edina Realty June 2010 - Present
St. John Neumann Roman Catholic Church August 2008 - April 2010
Wells Fargo Bank, N.A. June 1995 - July 2002
Skills
Negotiation, Microsoft Office, Customer Service, Real Estate, Selling, Marketing Strategy, Contract Negotiation, Residential, First Time Home Buyers, Sellers, Investment Properties, Home, Single Family Homes, Buyer Representation, First Time Buyers, New Home Sales, Investors, Listings, Realty, Real Estate Staging, Condos, Construction, Townhomes, Executive homes, Wine tasting, Listing homes, Short Sales, Foreclosures, Move Up Buyers, Sales, REO, Referrals, Residential Homes
Education
College of St. Benedict 1991 — 1995
BA, Psychology
Edina Realty June 2010 - Present
St. John Neumann Roman Catholic Church August 2008 - April 2010
Wells Fargo Bank, N.A. June 1995 - July 2002
Skills
Negotiation, Microsoft Office, Customer Service, Real Estate, Selling, Marketing Strategy, Contract Negotiation, Residential, First Time Home Buyers, Sellers, Investment Properties, Home, Single Family Homes, Buyer Representation, First Time Buyers, New Home Sales, Investors, Listings, Realty, Real Estate Staging, Condos, Construction, Townhomes, Executive homes, Wine tasting, Listing homes, Short Sales, Foreclosures, Move Up Buyers, Sales, REO, Referrals, Residential Homes
Education
College of St. Benedict 1991 — 1995
BA, Psychology
Julie Aguilar Julie Aguilar's Wells Fargo Bank, N.A. Experience November 2007 - November 2010
Job President Tree ServiceN More, Inc.
Industry Construction
Experience
Self-employed August 2009 - Present
Wells Fargo Bank, N.A. November 2007 - November 2010
Blankinship Sand Co., LLC September 2003 - October 2007
Skills
Construction, Microsoft Office, Leadership, Real Estate, Contract Negotiation, Strategic Planning, Sales Management, New Business Development, Business Development, Management, Customer Service, Team Building, Sales, Operations Management, Marketing Strategy, Microsoft Excel
Education
Chattahoochee Technical College 2007 — 2011
Self-employed August 2009 - Present
Wells Fargo Bank, N.A. November 2007 - November 2010
Blankinship Sand Co., LLC September 2003 - October 2007
Skills
Construction, Microsoft Office, Leadership, Real Estate, Contract Negotiation, Strategic Planning, Sales Management, New Business Development, Business Development, Management, Customer Service, Team Building, Sales, Operations Management, Marketing Strategy, Microsoft Excel
Education
Chattahoochee Technical College 2007 — 2011
Ben A. Green, CTP, MBA Ben A. Green, CTP, MBA's Wells Fargo Bank, N.A. Experience June 2011 - Present
Job VP, Treasury Management Sales Consultant, Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2011 - Present
Columbus Bank and Trust January 2007 - June 2011
Wells Fargo Financial May 2004 - September 2005
Skills
Cash Management, Relationship Management, Treasury Management, Business Strategy, Strategic Planning, Risk Management, Portfolio Management, Banking, Commercial Banking, Small Business Lending, Strategy, Financial Analysis, Finance, Loans, Commercial Lending, Management, Credit Analysis
Education
Troy University 2004 — 2006
MBA, Business
Auburn University 2000 — 2004
B.S., Finance
Southern Union State Community College 1998 — 2000
Assoc. Degree, Industrial Electricity/Electronics
Wells Fargo Bank, N.A. June 2011 - Present
Columbus Bank and Trust January 2007 - June 2011
Wells Fargo Financial May 2004 - September 2005
Skills
Cash Management, Relationship Management, Treasury Management, Business Strategy, Strategic Planning, Risk Management, Portfolio Management, Banking, Commercial Banking, Small Business Lending, Strategy, Financial Analysis, Finance, Loans, Commercial Lending, Management, Credit Analysis
Education
Troy University 2004 — 2006
MBA, Business
Auburn University 2000 — 2004
B.S., Finance
Southern Union State Community College 1998 — 2000
Assoc. Degree, Industrial Electricity/Electronics
Ashley Wilson's Wells Fargo Bank, N.A. Experience January 2015 - Present
Job Recruiting Consultant at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, N.A. May 2014 - January 2015
Wells Fargo Bank, N. A. July 2012 - May 2014
Wells Fargo Bank, N.A. April 2011 - July 2012
Wells Fargo Bank, N.A. August 2010 - April 2011
Skills
Employee Relations, Human Resources, Training, Onboarding, Sales, Customer Service, Microsoft Office, PeopleSoft, Administrative..., Banking, Brand Development, HR Consulting, Consulting, Interviews, Credit, Talent Acquisition, College Recruiting, Employee Benefits, Applicant Tracking..., Performance Management, Internet Recruiting, Sourcing, Technical Recruiting, Employee Training, New Hire Orientations, Payroll, Deferred Compensation, Leadership, Talent Management, Employee Engagement, Process Improvement, Coaching, Management
Education
Arizona State University
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, N.A. May 2014 - January 2015
Wells Fargo Bank, N. A. July 2012 - May 2014
Wells Fargo Bank, N.A. April 2011 - July 2012
Wells Fargo Bank, N.A. August 2010 - April 2011
Skills
Employee Relations, Human Resources, Training, Onboarding, Sales, Customer Service, Microsoft Office, PeopleSoft, Administrative..., Banking, Brand Development, HR Consulting, Consulting, Interviews, Credit, Talent Acquisition, College Recruiting, Employee Benefits, Applicant Tracking..., Performance Management, Internet Recruiting, Sourcing, Technical Recruiting, Employee Training, New Hire Orientations, Payroll, Deferred Compensation, Leadership, Talent Management, Employee Engagement, Process Improvement, Coaching, Management
Education
Arizona State University
Brian Holly's Wells Fargo Bank, N.A. Experience 2011 - 2012
Job Associate Service Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
Wilmington Trust 2012 - 2013
Avnet Technology Solutions 2012 - 2012
Wells Fargo Bank, N.A. 2011 - 2012
Zions Bancorporation 2010 - 2011
LPL Financial 2007 - 2010
Pacific Western Bank 2006 - 2007
Security Business Bank of San Diego 2005 - 2006
Wells Fargo 2004 - 2005
Sterling Savings Bank 2003 - 2005
Skills
Financial Services, Access, Process Improvement, Banking, Accounting, Software Documentation, Data Entry, Microsoft Word, Time Management, Sales, Microsoft Excel, Customer Service, Financial Analysis, Treasury Management, OFAC, Credit, ACH, Databases, Invoicing, Accounts Payable, Accounts Receivable, Portfolio Management, Spanish Translation, Business Process..., Technical Analysis, Public Speaking, Presentation Skills, Leadership, Organization Skills, Communication, Written Communication, Project Management, Sales Commissions, Investments, Brokerage, Finance, Financial Reporting, 1099 Preparation
Education
Arizona State University 2010 — 2012
Bachelor of Arts, Communication Studies
San Diego City College 2005 — 2006
Associate in Arts, Transfer Studies, 3.5
LPL Financial November 2013 - Present
Wilmington Trust 2012 - 2013
Avnet Technology Solutions 2012 - 2012
Wells Fargo Bank, N.A. 2011 - 2012
Zions Bancorporation 2010 - 2011
LPL Financial 2007 - 2010
Pacific Western Bank 2006 - 2007
Security Business Bank of San Diego 2005 - 2006
Wells Fargo 2004 - 2005
Sterling Savings Bank 2003 - 2005
Skills
Financial Services, Access, Process Improvement, Banking, Accounting, Software Documentation, Data Entry, Microsoft Word, Time Management, Sales, Microsoft Excel, Customer Service, Financial Analysis, Treasury Management, OFAC, Credit, ACH, Databases, Invoicing, Accounts Payable, Accounts Receivable, Portfolio Management, Spanish Translation, Business Process..., Technical Analysis, Public Speaking, Presentation Skills, Leadership, Organization Skills, Communication, Written Communication, Project Management, Sales Commissions, Investments, Brokerage, Finance, Financial Reporting, 1099 Preparation
Education
Arizona State University 2010 — 2012
Bachelor of Arts, Communication Studies
San Diego City College 2005 — 2006
Associate in Arts, Transfer Studies, 3.5
Penny Duncan Penny Duncan's Wells Fargo Bank, N.A. Experience February 2004 - July 2008
Job Financial Professional | Administrative Assistant | Customer Service | Sales
Industry Financial Services
Experience
Boulder Community Health December 2014 - Present
Sturtz & Copeland Florist 1997 - 2014
Meridian Wealth Management July 2008 - May 2013
Wells Fargo Bank, N.A. February 2004 - July 2008
Branching Out Enterprises LLC 2000 - 2003
ContiCommodity Services (Canada), Inc. Midland Doherty 1980 - 1984
Skills
Sales, Management, Loans, Investments, Notary Public, Portfolio Management, Entrepreneurship, Finance, Strategic Planning, Financial Services, Customer Service, Personal Finance, Banking, Investing, Time Management, Entrepreneurial..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook
Education
Concordia University
Bachelor of Commerce, Cum Laude, Business/Commerce
Boulder Community Health December 2014 - Present
Sturtz & Copeland Florist 1997 - 2014
Meridian Wealth Management July 2008 - May 2013
Wells Fargo Bank, N.A. February 2004 - July 2008
Branching Out Enterprises LLC 2000 - 2003
ContiCommodity Services (Canada), Inc. Midland Doherty 1980 - 1984
Skills
Sales, Management, Loans, Investments, Notary Public, Portfolio Management, Entrepreneurship, Finance, Strategic Planning, Financial Services, Customer Service, Personal Finance, Banking, Investing, Time Management, Entrepreneurial..., Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook
Education
Concordia University
Bachelor of Commerce, Cum Laude, Business/Commerce
Chevonne Dozier's Wells Fargo Bank, N.A. Experience September 2009 - Present
Job Operational Risk Consultant at Wells Fargo Bank, N.A.
Industry Commercial Real Estate
Experience
Wells Fargo Bank, N.A. September 2009 - Present
Wells Fargo September 2009 - June 2011
Wells Fargo February 2004 - September 2009
Union Bank 2000 - 2003
Bank of San Francisco September 1999 - April 2000
Skills
Regulatory Compliance, Operational Risk, Risk Analysis, Risk Management, Internal Audit, External Audit, Quality Auditing, Training & Development, Treasury Management, Loans, Commercial Banking, Real Estate, Banking, Microsoft Office, Help Desk Support, Sales Operations, Database Design
Education
University of Phoenix 2001 — 2003
BS, Business Administration and Management, General
City College of San Francisco
Wells Fargo Bank, N.A. September 2009 - Present
Wells Fargo September 2009 - June 2011
Wells Fargo February 2004 - September 2009
Union Bank 2000 - 2003
Bank of San Francisco September 1999 - April 2000
Skills
Regulatory Compliance, Operational Risk, Risk Analysis, Risk Management, Internal Audit, External Audit, Quality Auditing, Training & Development, Treasury Management, Loans, Commercial Banking, Real Estate, Banking, Microsoft Office, Help Desk Support, Sales Operations, Database Design
Education
University of Phoenix 2001 — 2003
BS, Business Administration and Management, General
City College of San Francisco
Kenia Hui's Wells Fargo Bank, N.A. Experience February 2003 - Present
Job Business Associate II
Industry Banking
Experience
Wells Fargo February 2003 - Present
Wells Fargo Bank, N.A. February 2003 - Present
Wells Fargo Bank, N.A. February 2003 - Present
Wells Fargo Bank, N.A. February 2003 - Present
Wells Fargo Bank, N.A. February 2003 - Present
Skills
Bilingual, Banking, Loans, Credit, Credit Analysis, Commercial Banking, Portfolio Management, Commercial Lending, Cross Selling, Retail Banking, Mortgage Banking, Financial Analysis, Small Business Lending, FHA, Loan Origination, Marketing, Social Media Marketing, Consumer Lending
Education
UNLV 2009 — 2011
Bachelor's degree, Marketing
University of Nevada-Las Vegas 2009 — 2011
Marketing Bachelors Degree, Marketing
College of Southern Nevada 2003 — 2009
Associate's degree, Business/Commerce, General
Wells Fargo February 2003 - Present
Wells Fargo Bank, N.A. February 2003 - Present
Wells Fargo Bank, N.A. February 2003 - Present
Wells Fargo Bank, N.A. February 2003 - Present
Wells Fargo Bank, N.A. February 2003 - Present
Skills
Bilingual, Banking, Loans, Credit, Credit Analysis, Commercial Banking, Portfolio Management, Commercial Lending, Cross Selling, Retail Banking, Mortgage Banking, Financial Analysis, Small Business Lending, FHA, Loan Origination, Marketing, Social Media Marketing, Consumer Lending
Education
UNLV 2009 — 2011
Bachelor's degree, Marketing
University of Nevada-Las Vegas 2009 — 2011
Marketing Bachelors Degree, Marketing
College of Southern Nevada 2003 — 2009
Associate's degree, Business/Commerce, General
Sabrina Collins Sabrina Collins's Wells Fargo Bank, N.A. Experience November 2013 - Present
Job Growth & Change Leader
Industry Banking
Experience
Wells Fargo Bank, N.A. November 2013 - Present
BankFIRST March 2006 - November 2013
ESTEEM, Inc. April 2003 - March 2006
Boys Town, USA January 2001 - April 2003
Skills
Merchant Services, Remote Deposit Capture, Cash Management, Training, Strategic Planning, ACH, Commercial Banking, Internet Banking, Electronic Payments, Cross Selling, Payment Card Processing, Program Management, Deposits, E-payments, Treasury Services, Public Speaking, Payment Systems, Analysis, Career Development..., Resume Writing, Training Delivery, Professional..., Product Development, Product Management, Treasury Management, Competitive Analysis, Proposal Writing, Non-profits, Non-profit Board..., Board of Director..., Fundraising, Online Fraud, Information Security, Executive Coaching, Business Coaching, Life Coaching, Nonprofits, Small Business Lending, Commercial Lending, Banking, Strategy, Retail Banking, Leadership, Consumer Lending, Loans
Education
ABA Stonier Graduate School of Banking 2009 — 2011
Stonier Graduate School of Bank Management
Rollins College 2005 — 2007
Bachelor of Arts
Institute for Professional Excellence in Coaching 2013 — 2016
Certified Professional Coach
Wells Fargo Bank, N.A. November 2013 - Present
BankFIRST March 2006 - November 2013
ESTEEM, Inc. April 2003 - March 2006
Boys Town, USA January 2001 - April 2003
Skills
Merchant Services, Remote Deposit Capture, Cash Management, Training, Strategic Planning, ACH, Commercial Banking, Internet Banking, Electronic Payments, Cross Selling, Payment Card Processing, Program Management, Deposits, E-payments, Treasury Services, Public Speaking, Payment Systems, Analysis, Career Development..., Resume Writing, Training Delivery, Professional..., Product Development, Product Management, Treasury Management, Competitive Analysis, Proposal Writing, Non-profits, Non-profit Board..., Board of Director..., Fundraising, Online Fraud, Information Security, Executive Coaching, Business Coaching, Life Coaching, Nonprofits, Small Business Lending, Commercial Lending, Banking, Strategy, Retail Banking, Leadership, Consumer Lending, Loans
Education
ABA Stonier Graduate School of Banking 2009 — 2011
Stonier Graduate School of Bank Management
Rollins College 2005 — 2007
Bachelor of Arts
Institute for Professional Excellence in Coaching 2013 — 2016
Certified Professional Coach
Jeff McDowell, CFP® Jeff McDowell, CFP®'s Wells Fargo Bank, N.A. Experience October 2008 - October 2011
Job Managing Director at Roadstead Capital Partners, LLC
Industry Financial Services
Experience
Roadstead Capital Partners, LLC January 2014 - Present
Wells Fargo Advisors, LLC October 2011 - January 2014
Wells Fargo Bank, N.A. October 2008 - October 2011
Skills
Finance, Securities, Mutual Funds, Credit, Financial Advisory, Financial Risk, Retirement Planning, Series 63, Managerial Finance, Sales, Financial Services, Risk Management, Financial Modeling, Insurance
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Finance and Financial Management Services
Roadstead Capital Partners, LLC January 2014 - Present
Wells Fargo Advisors, LLC October 2011 - January 2014
Wells Fargo Bank, N.A. October 2008 - October 2011
Skills
Finance, Securities, Mutual Funds, Credit, Financial Advisory, Financial Risk, Retirement Planning, Series 63, Managerial Finance, Sales, Financial Services, Risk Management, Financial Modeling, Insurance
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Finance and Financial Management Services
Mary Ann King Mary Ann King's Wells Fargo Bank, N.A. Experience May 2011 - May 2012
Job Development Officer at United Way of Central Carolinas
Industry Banking
Experience
United Way of Central Carolinas May 2012 - November 2012
Wells Fargo Bank, N.A. May 2011 - May 2012
First Citizens Bank February 2008 - November 2010
Boone Oakley June 2006 - August 2006
Skills
Investments, Insurance, Small Business Lending, Consumer Lending, Loans, Banking, Credit, Credit Analysis, Customer Service, Financial Analysis, Financial Modeling, Leadership, Loan Origination, Marketing, Mortgage Lending, New Business Development, Real Estate, Retirement Planning, Wealth Management, Strategic Financial..., Sales, Sales Management
Education
Appalachian State University 2003 — 2007
BS, Communications
United Way of Central Carolinas May 2012 - November 2012
Wells Fargo Bank, N.A. May 2011 - May 2012
First Citizens Bank February 2008 - November 2010
Boone Oakley June 2006 - August 2006
Skills
Investments, Insurance, Small Business Lending, Consumer Lending, Loans, Banking, Credit, Credit Analysis, Customer Service, Financial Analysis, Financial Modeling, Leadership, Loan Origination, Marketing, Mortgage Lending, New Business Development, Real Estate, Retirement Planning, Wealth Management, Strategic Financial..., Sales, Sales Management
Education
Appalachian State University 2003 — 2007
BS, Communications
Tigran Khachatryan's Wells Fargo Bank, N.A. Experience February 2000 - January 2004
Job Builds and Tools Engineer at DAQRI
Industry Computer Software
Experience
DAQRI March 2015 - Present
Bellows Manufacturing and Research/MedArtCo, Inc December 2012 - April 2015
Medsmart Consulting July 2013 - January 2014
Aragamoto October 2013 - December 2013
Aegis Medical Systems, Inc January 2006 - July 2012
Wells Fargo Bank, N.A. February 2000 - January 2004
Skills
Microsoft SQL Server, Databases, Team Leadership, Project Management, JavaScript, CSS, Leadership, jQuery, Program Management, HTML, ASP.NET, C#, Analysis, AJAX, Visual Basic, Programming, Subversion, Sales, Marketing, Online Marketing, Public Relations, Public Speaking, Presentation Skills, Technical Presentations, Management, Strategy
Education
California State University-Northridge 2003 — 2006
Bachelor of Science, Computer Science
DAQRI March 2015 - Present
Bellows Manufacturing and Research/MedArtCo, Inc December 2012 - April 2015
Medsmart Consulting July 2013 - January 2014
Aragamoto October 2013 - December 2013
Aegis Medical Systems, Inc January 2006 - July 2012
Wells Fargo Bank, N.A. February 2000 - January 2004
Skills
Microsoft SQL Server, Databases, Team Leadership, Project Management, JavaScript, CSS, Leadership, jQuery, Program Management, HTML, ASP.NET, C#, Analysis, AJAX, Visual Basic, Programming, Subversion, Sales, Marketing, Online Marketing, Public Relations, Public Speaking, Presentation Skills, Technical Presentations, Management, Strategy
Education
California State University-Northridge 2003 — 2006
Bachelor of Science, Computer Science
Peggy Roush Peggy Roush's Wells Fargo Bank, N.A. Experience October 2006 - December 2010
Job Experienced Financial Services Executive
Industry Banking
Experience
Wells Fargo Bank, N.A. October 2006 - December 2010
Wells Fargo Bank April 1979 - October 2006
Children's Cancer Research Fund 2005 - 2006
Skills
Commercial Banking, Retail Banking, Strategic Planning, Commercial Lending, Private Banking, Banking, Marketing Strategy, Fundraising, Mergers, New Business Development, Sales, Risk Management, Customer Service, Leadership, Investments, Treasury Management, Mergers & Acquisitions, Loans, Management
Education
Brown University
Master of Arts (M.A.), Russian Language and Literature
Loyola University New Orleans
B.A., Russian language and mathematics
Wells Fargo Bank, N.A. October 2006 - December 2010
Wells Fargo Bank April 1979 - October 2006
Children's Cancer Research Fund 2005 - 2006
Skills
Commercial Banking, Retail Banking, Strategic Planning, Commercial Lending, Private Banking, Banking, Marketing Strategy, Fundraising, Mergers, New Business Development, Sales, Risk Management, Customer Service, Leadership, Investments, Treasury Management, Mergers & Acquisitions, Loans, Management
Education
Brown University
Master of Arts (M.A.), Russian Language and Literature
Loyola University New Orleans
B.A., Russian language and mathematics
Jamie Ann Marchetti Jamie Ann Marchetti's Wells Fargo Bank, N.A. Experience January 2013 - September 2013
Job Mediation Specialist II at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo Bank, N.A. January 2013 - September 2013
Wells Fargo January 2010 - January 2013
HSBC February 2007 - February 2009
The TJX Companies, Inc. September 2002 - February 2007
Godfather's Pizza October 1999 - September 2002
Skills
Customer Service, Training, Management, Banking, Coaching, Employee Training, Mortgage Lending, Software Documentation, Call Centers, Hiring, Vendor Management, Leadership, Customer Experience, Credit, Loans, Team Building, Microsoft Office, Employee Relations, Human Resources, Risk Management, Performance Management, Team Leadership, Inventory Management, Project Management, Cross-functional Team..., Forecasting, Staff Development, Strategic Planning, Microsoft Excel, Business Planning, Recruiting, Testing, Customer Retention, Applicant Tracking..., Sourcing, Account Management, Talent Acquisition, Risk, Operational Risk, Analytical Skills, FHA, FNMA, FHLMC
Education
American Intercontinental University 2008 — 2010
Associate of Arts in Business Administration (ABA), Human Resources, Business Management, Personnel Administration, & General, 3.7
Wells Fargo September 2013 - Present
Wells Fargo Bank, N.A. January 2013 - September 2013
Wells Fargo January 2010 - January 2013
HSBC February 2007 - February 2009
The TJX Companies, Inc. September 2002 - February 2007
Godfather's Pizza October 1999 - September 2002
Skills
Customer Service, Training, Management, Banking, Coaching, Employee Training, Mortgage Lending, Software Documentation, Call Centers, Hiring, Vendor Management, Leadership, Customer Experience, Credit, Loans, Team Building, Microsoft Office, Employee Relations, Human Resources, Risk Management, Performance Management, Team Leadership, Inventory Management, Project Management, Cross-functional Team..., Forecasting, Staff Development, Strategic Planning, Microsoft Excel, Business Planning, Recruiting, Testing, Customer Retention, Applicant Tracking..., Sourcing, Account Management, Talent Acquisition, Risk, Operational Risk, Analytical Skills, FHA, FNMA, FHLMC
Education
American Intercontinental University 2008 — 2010
Associate of Arts in Business Administration (ABA), Human Resources, Business Management, Personnel Administration, & General, 3.7
Joshua Ramirez Joshua Ramirez's Wells Fargo Bank, N.A. Experience October 2009 - August 2010
Job Real Estate Agent at Re/Max TriCity, Amador Realty Group
Industry Real Estate
Experience
Re/Max Tri-City, Amador Realty Group October 2013 - Present
MySEOFootprint September 2010 - Present
Wells Fargo Bank, N.A. October 2009 - August 2010
P.C. & Associates, LLC February 2009 - September 2009
Skills
Strong analytical,..., Exceptional ability to..., Marketing, Social Media, Blogging, Facebook, Sales, Event Planning, Marketing Strategy
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelors of Science, International Business with an emphasis in Marketing
Re/Max Tri-City, Amador Realty Group October 2013 - Present
MySEOFootprint September 2010 - Present
Wells Fargo Bank, N.A. October 2009 - August 2010
P.C. & Associates, LLC February 2009 - September 2009
Skills
Strong analytical,..., Exceptional ability to..., Marketing, Social Media, Blogging, Facebook, Sales, Event Planning, Marketing Strategy
Education
California State Polytechnic University-Pomona 2003 — 2008
Bachelors of Science, International Business with an emphasis in Marketing
Robert Looney's Wells Fargo Bank, N.A. Experience May 2014 - Present
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. May 2014 - Present
Wells Fargo Capital Finance August 2010 - May 2014
Wells Fargo Bank, N.A. March 2013 - July 2013
Wells Fargo Capital Finance November 2007 - August 2010
Wells Fargo Bank, N.A. August 2006 - November 2007
Skills
Commercial Lending, Loans, Lines Of Credit, Small Business Lending, Loan Origination, Financial Analysis, Credit, Credit Analysis, Asset Based Lending, Commercial Banking, Underwriting, Credit Risk, Banking, Portfolio Management, Finance
Education
Baylor University 2000 — 2005
Bachelor's Degree, Double Major: Finance & Management with a concentration in Accounting
Wells Fargo Bank, N.A. May 2014 - Present
Wells Fargo Capital Finance August 2010 - May 2014
Wells Fargo Bank, N.A. March 2013 - July 2013
Wells Fargo Capital Finance November 2007 - August 2010
Wells Fargo Bank, N.A. August 2006 - November 2007
Skills
Commercial Lending, Loans, Lines Of Credit, Small Business Lending, Loan Origination, Financial Analysis, Credit, Credit Analysis, Asset Based Lending, Commercial Banking, Underwriting, Credit Risk, Banking, Portfolio Management, Finance
Education
Baylor University 2000 — 2005
Bachelor's Degree, Double Major: Finance & Management with a concentration in Accounting
Michael Bayles Michael Bayles's Wells Fargo Bank, N.A. Experience September 2011 - May 2014
Job Publicity and Finance Specialist at The Walt Disney Studios
Industry Entertainment
Experience
The Walt Disney Studios September 2015 - Present
USC Marshall School of Business August 2014 - Present
Universal Studios Hollywood 2015 - 2015
Wells Fargo Bank, N.A. September 2011 - May 2014
Bayles Apartments May 2009 - April 2014
Toyota Financial Services May 2010 - August 2010
Brigham Young University January 2009 - April 2009
Toyota Financial Services May 2008 - August 2008
The Church of Jesus Christ of Latter-day Saints July 2005 - July 2007
Skills
Economics, Bloomberg, Competitive Analysis, Customer Service, Microsoft Excel, Microsoft Word, Data Analysis, Financial Modeling, Financial Analysis, Risk Management, Finance
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Arts, Entertainment, and Media Management, 3.90
Brigham Young University 2004 — 2011
Bachelor of Arts, Economics, 3.96
Crescenta Valley High School 2000 — 2004
High School Diploma, 4.16
The Walt Disney Studios September 2015 - Present
USC Marshall School of Business August 2014 - Present
Universal Studios Hollywood 2015 - 2015
Wells Fargo Bank, N.A. September 2011 - May 2014
Bayles Apartments May 2009 - April 2014
Toyota Financial Services May 2010 - August 2010
Brigham Young University January 2009 - April 2009
Toyota Financial Services May 2008 - August 2008
The Church of Jesus Christ of Latter-day Saints July 2005 - July 2007
Skills
Economics, Bloomberg, Competitive Analysis, Customer Service, Microsoft Excel, Microsoft Word, Data Analysis, Financial Modeling, Financial Analysis, Risk Management, Finance
Education
University of Southern California - Marshall School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Arts, Entertainment, and Media Management, 3.90
Brigham Young University 2004 — 2011
Bachelor of Arts, Economics, 3.96
Crescenta Valley High School 2000 — 2004
High School Diploma, 4.16
Larry J. Cooper Larry J. Cooper's Wells Fargo Bank, N.A. Experience 2001 - 2007
Job
Industry Executive Office
Experience
Northrim Bank January 2014 - Present
Millrock Resources, Inc May 2011 - Present
Cooper & Associates, LLC January 2010 - December 2013
Millrock Resources, Inc April 2011 - July 2013
Ukpeagvik Iñupiat Corporation 2007 - January 2010
Wells Fargo Bank, N.A. 2001 - 2007
National Bank of Alaska 1994 - 2001
National Bank of Alaska of Juneau 1990 - 1994
Skills
Corporate Finance, Management Consulting, Commercial Banking, Project Management, Negotiation, Treasury Management, Change Management, Team Leadership, Communication, Community Development, Investment Banking, Strategic Planning, Innovation, Financial Reporting, Financial Analysis, Management, Managerial Finance, Accounting, Entrepreneurship, Program Management, Mergers & Acquisitions, Business Development, Start-ups, Leadership, Budgets, Financial Modeling, Strategy, Contract Negotiation, Business Strategy, Banking, Credit, Executive Management, Human Resources, Business Analysis, Restructuring, Internal Controls, Risk Management, Cash Flow, Analysis, Auditing, Business Planning, ERP, CRM, Financial Risk, Portfolio Management, IFRS, Cash Management, Internal Audit
Education
University of Washington, Michael G. Foster School of Business 1999 — 2001
Pacific Coast Banking School
College for Financial Planning 1993 — 1996
Certified Financial Planner
University of Iowa - Henry B. Tippie College of Business 1977 — 1981
Northrim Bank January 2014 - Present
Millrock Resources, Inc May 2011 - Present
Cooper & Associates, LLC January 2010 - December 2013
Millrock Resources, Inc April 2011 - July 2013
Ukpeagvik Iñupiat Corporation 2007 - January 2010
Wells Fargo Bank, N.A. 2001 - 2007
National Bank of Alaska 1994 - 2001
National Bank of Alaska of Juneau 1990 - 1994
Skills
Corporate Finance, Management Consulting, Commercial Banking, Project Management, Negotiation, Treasury Management, Change Management, Team Leadership, Communication, Community Development, Investment Banking, Strategic Planning, Innovation, Financial Reporting, Financial Analysis, Management, Managerial Finance, Accounting, Entrepreneurship, Program Management, Mergers & Acquisitions, Business Development, Start-ups, Leadership, Budgets, Financial Modeling, Strategy, Contract Negotiation, Business Strategy, Banking, Credit, Executive Management, Human Resources, Business Analysis, Restructuring, Internal Controls, Risk Management, Cash Flow, Analysis, Auditing, Business Planning, ERP, CRM, Financial Risk, Portfolio Management, IFRS, Cash Management, Internal Audit
Education
University of Washington, Michael G. Foster School of Business 1999 — 2001
Pacific Coast Banking School
College for Financial Planning 1993 — 1996
Certified Financial Planner
University of Iowa - Henry B. Tippie College of Business 1977 — 1981
Lindsey Trull Lindsey Trull's Wells Fargo Bank, N.A. Experience May 2004 - December 2012
Job Treasury Management Sales Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo January 2013 - Present
Wells Fargo Bank, N.A. May 2004 - December 2012
Wells Fargo Bank, N.A. December 2002 - May 2004
Wells Fargo Bank, N.A. June 2000 - December 2002
Education
The University of Texas at Dallas 2002 — 2002
Accounting
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance, Real Estate
Baylor University
Bachelor, Business Administration; Finance and Real Estate
Wells Fargo January 2013 - Present
Wells Fargo Bank, N.A. May 2004 - December 2012
Wells Fargo Bank, N.A. December 2002 - May 2004
Wells Fargo Bank, N.A. June 2000 - December 2002
Education
The University of Texas at Dallas 2002 — 2002
Accounting
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance, Real Estate
Baylor University
Bachelor, Business Administration; Finance and Real Estate
Desiree Jolley Desiree Jolley's Wells Fargo Bank, N.A. Experience May 2006 - November 2011
Job Independent Credit Analyst
Industry Banking
Experience
AmericanWest Bank March 2012 - March 2013
JPMorgan Chase November 2011 - March 2012
Wells Fargo Bank, N.A. May 2006 - November 2011
Education
Utah State University 2007 — 2009
MBA, Business
Brigham Young University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance
THS 1996 — 2000
High School
AmericanWest Bank March 2012 - March 2013
JPMorgan Chase November 2011 - March 2012
Wells Fargo Bank, N.A. May 2006 - November 2011
Education
Utah State University 2007 — 2009
MBA, Business
Brigham Young University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance
THS 1996 — 2000
High School
Joshua Lowman Joshua Lowman's Wells Fargo Bank, N.A. Experience March 2000 - November 2009
Job Manager, Filmmaker, Actor
Industry Banking
Experience
Perseverance Theatre August 2012 - Present
Midwives For Haiti: A Documentary January 2013 - Present
Alaska Dance Theatre April 2011 - June 2013
Anchorage International Film Festival December 2009 - December 2012
Never Sets Film Festival February 2011 - September 2012
First National Bank Alaska March 2010 - September 2012
American Diabetes Association 2010 - 2012
Wells Fargo Bank, N.A. March 2000 - November 2009
Jump For Fun, Inc. March 1999 - April 2000
Various August 1979 - May 1991
Skills
Sales Management, Acting, Film Acting, Voice Acting, Recruitment/Retention, Conducting Interviews, Interviewing, Web Design, HTML + CSS, Final Cut Pro, Event Management, Video Production, Video Editing, Cinematography, Employee Management, Event Planning, Non-profits, Social Media Marketing, HTML, Nonprofits, Social Media, Entertainment, Theatre, Interviews
Education
Al Collins School of Graphic Desigh 1997 — 1998
Cerritos College 1996 — 1997
Drama, Computer Science
Perseverance Theatre August 2012 - Present
Midwives For Haiti: A Documentary January 2013 - Present
Alaska Dance Theatre April 2011 - June 2013
Anchorage International Film Festival December 2009 - December 2012
Never Sets Film Festival February 2011 - September 2012
First National Bank Alaska March 2010 - September 2012
American Diabetes Association 2010 - 2012
Wells Fargo Bank, N.A. March 2000 - November 2009
Jump For Fun, Inc. March 1999 - April 2000
Various August 1979 - May 1991
Skills
Sales Management, Acting, Film Acting, Voice Acting, Recruitment/Retention, Conducting Interviews, Interviewing, Web Design, HTML + CSS, Final Cut Pro, Event Management, Video Production, Video Editing, Cinematography, Employee Management, Event Planning, Non-profits, Social Media Marketing, HTML, Nonprofits, Social Media, Entertainment, Theatre, Interviews
Education
Al Collins School of Graphic Desigh 1997 — 1998
Cerritos College 1996 — 1997
Drama, Computer Science
Shanterrica Tolbert Shanterrica Tolbert's Wells Fargo Bank, N.A. Experience September 2009 - Present
Job Personal Banker at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. September 2009 - Present
Wells Fargo Home Mortgage April 2005 - April 2007
Education
Ashford University 2009 — 2011
MBA, Finance
Winthrop University 1997 — 2001
BS, Finance
Wells Fargo Bank, N.A. September 2009 - Present
Wells Fargo Home Mortgage April 2005 - April 2007
Education
Ashford University 2009 — 2011
MBA, Finance
Winthrop University 1997 — 2001
BS, Finance
Robert Trent Robert Trent's Wells Fargo Bank, N.A. Experience July 2011 - February 2012
Job Professional Car Sales Consultant
Industry Automotive
Experience
Robins Air Force Base March 2015 - June 2015
Wells Fargo Bank, N.A. July 2011 - February 2012
Wells Fargo Bank, N.A. March 2011 - June 2011
Wells Fargo Bank, N.A. January 2011 - February 2011
Valdosta State University August 2008 - December 2010
College of Coastal Georgia January 2007 - August 2008
Skills
Financial Accounting, Managerial Finance, Financial Advisory, Microsoft Office, Financial Analysis, Business Analysis, Sales, Business Communications, Economic Research, Customer Service, Community Involvement, Financial Management, Sales Excellence, Economics, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Corporate Finance, Financial Reporting, Managerial Economics, Regression Analysis, Regression Models, Data Modeling, Business Process..., Marketing Research, Process Improvement, Marketing Strategy, Marketing, Analysis, Data Entry, Operations Management, Econometrics, Outlook, Team Leadership, Organizational..., Cross-functional Team..., Big Data, Forecasting, Health Economics, Digital Marketing, Product Marketing, Online Marketing, Project Management, Project Planning, Event Management, OS X, SAP, Leadership
Education
Mercer University - Stetson School of Business and Economics 2012 — 2014
Master of Business Administration (M.B.A.), 3.5/4.0
Valdosta State University 2008 — 2010
Bachelor of Business Administration, Finance, 3.1/4.0
Valdosta State University 2008 — 2010
Bachelor of Business Administration, Economics, 3.1/4.0
College of Coastal Georgia 2005 — 2008
Pre-Medicine/Pre-Medical Studies, 3.6/4.0
Robins Air Force Base March 2015 - June 2015
Wells Fargo Bank, N.A. July 2011 - February 2012
Wells Fargo Bank, N.A. March 2011 - June 2011
Wells Fargo Bank, N.A. January 2011 - February 2011
Valdosta State University August 2008 - December 2010
College of Coastal Georgia January 2007 - August 2008
Skills
Financial Accounting, Managerial Finance, Financial Advisory, Microsoft Office, Financial Analysis, Business Analysis, Sales, Business Communications, Economic Research, Customer Service, Community Involvement, Financial Management, Sales Excellence, Economics, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Corporate Finance, Financial Reporting, Managerial Economics, Regression Analysis, Regression Models, Data Modeling, Business Process..., Marketing Research, Process Improvement, Marketing Strategy, Marketing, Analysis, Data Entry, Operations Management, Econometrics, Outlook, Team Leadership, Organizational..., Cross-functional Team..., Big Data, Forecasting, Health Economics, Digital Marketing, Product Marketing, Online Marketing, Project Management, Project Planning, Event Management, OS X, SAP, Leadership
Education
Mercer University - Stetson School of Business and Economics 2012 — 2014
Master of Business Administration (M.B.A.), 3.5/4.0
Valdosta State University 2008 — 2010
Bachelor of Business Administration, Finance, 3.1/4.0
Valdosta State University 2008 — 2010
Bachelor of Business Administration, Economics, 3.1/4.0
College of Coastal Georgia 2005 — 2008
Pre-Medicine/Pre-Medical Studies, 3.6/4.0
JACLYN JACOBSEN's Wells Fargo Bank, N.A. Experience June 2010 - February 2012
Job Recruiting Specialist, Weichert Realtors
Industry Real Estate
Experience
Weichert September 2013 - Present
Jake's Cakes May 2013 - Present
A Money Sportz February 2013 - Present
Crunch Fitness June 2013 - November 2014
JPMorgan Chase May 2012 - August 2013
Wells Fargo Bank, N.A. June 2010 - February 2012
Skills
Sales Operations, Sales Management, Customer Service, Customer Satisfaction, Customer Retention, Product Knowledge, Retail Banking, Mortgage Banking, Account Management, Microsoft Excel, Microsoft Word, Outlook Express, Sales Prospecting, Recruiting, Interviews, Outlook, Loan Origination, Refinance, Real Estate, Banking, Building Relationships, Loans, Cold Calling, Finance, Home Equity Loans, Training, Sales, Relationship Management, Team Building, Coaching, Financial Services, Cross Selling, Human Resources, Management
Education
Montclair State University 2014 — 2016
Master's Degree, Nutrition Sciences
Weichert Real Estate School 2013 — 2013
Real estate license, Real Estate
Assumption College 2006 — 2010
Bachelor of Arts (B.A.), Psychology AND PHILOSOPHY
Weichert September 2013 - Present
Jake's Cakes May 2013 - Present
A Money Sportz February 2013 - Present
Crunch Fitness June 2013 - November 2014
JPMorgan Chase May 2012 - August 2013
Wells Fargo Bank, N.A. June 2010 - February 2012
Skills
Sales Operations, Sales Management, Customer Service, Customer Satisfaction, Customer Retention, Product Knowledge, Retail Banking, Mortgage Banking, Account Management, Microsoft Excel, Microsoft Word, Outlook Express, Sales Prospecting, Recruiting, Interviews, Outlook, Loan Origination, Refinance, Real Estate, Banking, Building Relationships, Loans, Cold Calling, Finance, Home Equity Loans, Training, Sales, Relationship Management, Team Building, Coaching, Financial Services, Cross Selling, Human Resources, Management
Education
Montclair State University 2014 — 2016
Master's Degree, Nutrition Sciences
Weichert Real Estate School 2013 — 2013
Real estate license, Real Estate
Assumption College 2006 — 2010
Bachelor of Arts (B.A.), Psychology AND PHILOSOPHY
Roxanna Smith Roxanna Smith's Wells Fargo Bank, N.A. Experience June 2015 - Present
Job Sr Relationship Manager WFB MidValley Commercial Banking Office
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2015 - Present
Oak Valley Community Bank February 2013 - June 2015
Sunwest Bank June 2012 - December 2012
Westamerica Bank February 2009 - June 2012
County Bank May 2002 - February 2009
Bank of the West March 1982 - May 2002
Skills
Banking, Agribusiness, Commercial Lending, Mortgage Lending, Credit Analysis, Loans, Commercial Banking, New Business Development, Credit, Leadership, Marketing, Strategic Planning, Small Business Lending, Budgets, Underwriting, Loan Origination, Sales Management, Financial Analysis, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 1978 — 1981
Bachelor of Science (BS), Agricultural Business and Management
University of California, Riverside 1976 — 1978
Wells Fargo Bank, N.A. June 2015 - Present
Oak Valley Community Bank February 2013 - June 2015
Sunwest Bank June 2012 - December 2012
Westamerica Bank February 2009 - June 2012
County Bank May 2002 - February 2009
Bank of the West March 1982 - May 2002
Skills
Banking, Agribusiness, Commercial Lending, Mortgage Lending, Credit Analysis, Loans, Commercial Banking, New Business Development, Credit, Leadership, Marketing, Strategic Planning, Small Business Lending, Budgets, Underwriting, Loan Origination, Sales Management, Financial Analysis, Portfolio Management
Education
California Polytechnic State University-San Luis Obispo 1978 — 1981
Bachelor of Science (BS), Agricultural Business and Management
University of California, Riverside 1976 — 1978
Arielle Willens's Wells Fargo Bank, N.A. Experience February 2008 - December 2013
Job Licensed Claims Adjuster
Industry Insurance
Experience
The Hartford October 2014 - Present
Wells Fargo December 2013 - October 2014
Wells Fargo Bank, N.A. February 2008 - December 2013
Skills
Training, Banking, Sales, Finance, Customer Service, Customer Satisfaction, Leadership, Recruiting, Direct Sales, Sales Management, Public Speaking, Financial Services, Coaching, New Business Development, Sales Process, Technical Writing, Writing, Rhetoric, Rhetorical Analysis, Long-term Customer...
Education
Arizona State University 2011 — 2013
Bachelor's Degree, Communication, General, Summa Cum Laude
Paradise Valley Community College 2008 — 2011
Associate of Arts (A.A.)
The Hartford October 2014 - Present
Wells Fargo December 2013 - October 2014
Wells Fargo Bank, N.A. February 2008 - December 2013
Skills
Training, Banking, Sales, Finance, Customer Service, Customer Satisfaction, Leadership, Recruiting, Direct Sales, Sales Management, Public Speaking, Financial Services, Coaching, New Business Development, Sales Process, Technical Writing, Writing, Rhetoric, Rhetorical Analysis, Long-term Customer...
Education
Arizona State University 2011 — 2013
Bachelor's Degree, Communication, General, Summa Cum Laude
Paradise Valley Community College 2008 — 2011
Associate of Arts (A.A.)
Nicole Berger Nicole Berger's Wells Fargo Bank, N.A. Experience January 1999 - January 2008
Job Contracts Project Manager at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management September 2013 - Present
Galliard Capital Management September 2011 - Present
Mooney Vision Solutions 2011 - December 2011
Bank of the West October 2008 - June 2009
Wells Fargo Bank, N.A. January 1999 - January 2008
Wells Fargo Bank, N.A. January 1997 - January 1999
Wells Fargo Bank, N.A. January 1996 - January 1997
Carlson Companies January 1995 - January 1996
Skills
Asset Managment, Securities, Investments, Banking, Alternative Investments, Fixed Income, Financial Services, Risk Management, Finance
Education
Augsburg College 1991 — 1995
B.A., Psychology
Galliard Capital Management September 2013 - Present
Galliard Capital Management September 2011 - Present
Mooney Vision Solutions 2011 - December 2011
Bank of the West October 2008 - June 2009
Wells Fargo Bank, N.A. January 1999 - January 2008
Wells Fargo Bank, N.A. January 1997 - January 1999
Wells Fargo Bank, N.A. January 1996 - January 1997
Carlson Companies January 1995 - January 1996
Skills
Asset Managment, Securities, Investments, Banking, Alternative Investments, Fixed Income, Financial Services, Risk Management, Finance
Education
Augsburg College 1991 — 1995
B.A., Psychology
LaTonja Williams LaTonja Williams's Wells Fargo Bank, N.A. Experience December 2006 - September 2008
Job Administrative Assistant at ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT
Industry Consumer Services
Experience
ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT January 2013 - Present
Wells Fargo Bank, N.A. December 2006 - September 2008
Wells Fargo Bank July 2005 - December 2006
SBC California now AT&T July 2004 - March 2005
People's Community Partnership FCU 2002 - 2004
Skills
Time Management, Customer Service, Data Entry, Accounts Payable, Customer Retention, Invoicing, Banking, Teamwork, Project Management, Office Administration, Mortgage Lending, Sales, Research, Credit Cards, Customer Satisfaction
Education
Chabot College 2011 — 2011
Certificate, Medical Insurance Billing
Oakland Adult Career and Technical Education 2009 — 2010
Certificiate, Administrative Assistant I
ALAMEDA COUNTY PUBLIC HEALTH DEPARTMENT January 2013 - Present
Wells Fargo Bank, N.A. December 2006 - September 2008
Wells Fargo Bank July 2005 - December 2006
SBC California now AT&T July 2004 - March 2005
People's Community Partnership FCU 2002 - 2004
Skills
Time Management, Customer Service, Data Entry, Accounts Payable, Customer Retention, Invoicing, Banking, Teamwork, Project Management, Office Administration, Mortgage Lending, Sales, Research, Credit Cards, Customer Satisfaction
Education
Chabot College 2011 — 2011
Certificate, Medical Insurance Billing
Oakland Adult Career and Technical Education 2009 — 2010
Certificiate, Administrative Assistant I
Andrew Nyquist Andrew Nyquist's Wells Fargo Bank, N.A. Experience 2006 - April 2014
Job Founder at See It Market LLC
Industry Financial Services
Experience
See It Market LLC September 2011 - Present
Wells Fargo Bank, N.A. 2006 - April 2014
The Nielsen Company 2003 - 2006
Cintas 1998 - 2003
Skills
Equity Trading, Investments, Technical Analysis, Portfolio Management, Capital Markets, Financial Analysis, Equities, Sales Operations, Alternative Investments, Trading, Business Strategy, Financial Markets, Strategy, Risk Management, Fixed Income, Financial Services, Securities, Asset Management
Education
Carleton College 1994 — 1998
English
See It Market LLC September 2011 - Present
Wells Fargo Bank, N.A. 2006 - April 2014
The Nielsen Company 2003 - 2006
Cintas 1998 - 2003
Skills
Equity Trading, Investments, Technical Analysis, Portfolio Management, Capital Markets, Financial Analysis, Equities, Sales Operations, Alternative Investments, Trading, Business Strategy, Financial Markets, Strategy, Risk Management, Fixed Income, Financial Services, Securities, Asset Management
Education
Carleton College 1994 — 1998
English
Dustin J. Morse Dustin J. Morse's Wells Fargo Bank, N.A. Experience August 2010 - April 2012
Job HLS Pipeline Specialist 1 at RBS Citizens Group
Industry Banking
Experience
RBS Citizens Group July 2013 - Present
Tenacity Group March 2012 - July 2013
Wells Fargo Bank, N.A. August 2010 - April 2012
Wells Fargo & Company October 2005 - August 2010
Wells Fargo & Company June 2003 - October 2005
Skills
Credit, Loans, Customer Relations, Customer Service, Banking, Mortgage Lending, Commercial Banking, Outlook, Coaching, Microsoft Word, Consumer Lending, Compliance, Loan Origination, Microsoft Office, Small Business Lending, Mortgage, Word, Team Building, B2B, Credit Risk, Lines Of Credit, Time Management, Retail Banking, Cross Selling, Mortgage Banking, Servicing, Refinance, Residential Mortgages, Credit Cards, Deposits, Home Equity, Small Business, New Business Development, Secondary Mortgage..., Pipeline Management, Lock Desk, Portfolio Management, Financial Services
Education
Christopher Newport University 1997 — 2001
Bachelor of Science, Business Administration * Finance
RBS Citizens Group July 2013 - Present
Tenacity Group March 2012 - July 2013
Wells Fargo Bank, N.A. August 2010 - April 2012
Wells Fargo & Company October 2005 - August 2010
Wells Fargo & Company June 2003 - October 2005
Skills
Credit, Loans, Customer Relations, Customer Service, Banking, Mortgage Lending, Commercial Banking, Outlook, Coaching, Microsoft Word, Consumer Lending, Compliance, Loan Origination, Microsoft Office, Small Business Lending, Mortgage, Word, Team Building, B2B, Credit Risk, Lines Of Credit, Time Management, Retail Banking, Cross Selling, Mortgage Banking, Servicing, Refinance, Residential Mortgages, Credit Cards, Deposits, Home Equity, Small Business, New Business Development, Secondary Mortgage..., Pipeline Management, Lock Desk, Portfolio Management, Financial Services
Education
Christopher Newport University 1997 — 2001
Bachelor of Science, Business Administration * Finance
Connie Guerra, CTP Connie Guerra, CTP's Wells Fargo Bank, N.A. Experience September 2004 - Present
Job Sr. Treasury Management Sales Consultant
Industry Banking
Experience
Wells Fargo Bank, N.A. September 2004 - Present
BNP Paribas May 2003 - August 2004
ABN AMRO Bank N.V. February 1991 - January 2003
Skills
Treasury Services, Commercial Banking, Banking, Cash Management, Treasury Management, Private Banking, Portfolio Management, Small Business Lending, Commercial Lending, Credit, Credit Analysis, Cross Selling, Loans, Asset Based Lending, Consumer Lending, Lines Of Credit, Risk Management
Education
Colorado State University
Bachelor of Science, Finance and Real Estate
Wells Fargo Bank, N.A. September 2004 - Present
BNP Paribas May 2003 - August 2004
ABN AMRO Bank N.V. February 1991 - January 2003
Skills
Treasury Services, Commercial Banking, Banking, Cash Management, Treasury Management, Private Banking, Portfolio Management, Small Business Lending, Commercial Lending, Credit, Credit Analysis, Cross Selling, Loans, Asset Based Lending, Consumer Lending, Lines Of Credit, Risk Management
Education
Colorado State University
Bachelor of Science, Finance and Real Estate
Patrick Brannon's Wells Fargo Bank, N.A. Experience August 2010 - May 2013
Job Middle School Pastor at Crossroads Church Newnan
Industry Banking
Experience
Crossroads Church Newnan May 2013 - Present
Wells Fargo Bank, N.A. August 2010 - May 2013
Skills
Student Ministry, Theology, Leadership Development
Education
Columbus State University 2006 — 2009
Bachelor of Science (BS), History and Secondary Education
Clayton State University 2004 — 2006
Crossroads Church Newnan May 2013 - Present
Wells Fargo Bank, N.A. August 2010 - May 2013
Skills
Student Ministry, Theology, Leadership Development
Education
Columbus State University 2006 — 2009
Bachelor of Science (BS), History and Secondary Education
Clayton State University 2004 — 2006
Clip Holverson Clip Holverson's Wells Fargo Bank, N.A. Experience May 2006 - December 2006
Job Registered Nurse at University of Utah Hospitals and Clinics | BYUIdaho Alumni Mentor
Industry Hospital & Health Care
Experience
University of Utah Hospitals and Clinics January 2012 - Present
Idaho Mountain Homes, LLC May 2002 - Present
Kansas City VA Medical Center August 2010 - August 2011
Minimally Invasive Surgery Hospital June 2010 - May 2011
Wells Fargo Bank, N.A. May 2006 - December 2006
East Idaho Credit Union October 2003 - May 2006
Center Partners May 2001 - October 2003
United States Air Force May 1997 - May 2001
Skills
Piano Playing, Violin, Boy Scouts, Nursing, Property Management, Drywall, Finance, Spanish-English, Telemetry, ACLS, inventor, Real Estate Investor, BLS, Medicine, Surgery, Medical/Surgical, Post Anesthesia Care, EMR, Inventor, Direct Patient Care, Quality Patient Care, IV, Healthcare Information..., Phlebotomy, Cpr Certified, Internal Medicine, Vital Signs, EKG, Medical Terminology, Patient Education, Hospitals, Healthcare Management, CPR Certified, Medical-Surgical
Education
BYU-Idaho 2008 — 2010
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Community College of the Air Force 1997 — 2001
Associate of Science (AS), Health Services/Allied Health/Health Sciences, General
University of Utah Hospitals and Clinics January 2012 - Present
Idaho Mountain Homes, LLC May 2002 - Present
Kansas City VA Medical Center August 2010 - August 2011
Minimally Invasive Surgery Hospital June 2010 - May 2011
Wells Fargo Bank, N.A. May 2006 - December 2006
East Idaho Credit Union October 2003 - May 2006
Center Partners May 2001 - October 2003
United States Air Force May 1997 - May 2001
Skills
Piano Playing, Violin, Boy Scouts, Nursing, Property Management, Drywall, Finance, Spanish-English, Telemetry, ACLS, inventor, Real Estate Investor, BLS, Medicine, Surgery, Medical/Surgical, Post Anesthesia Care, EMR, Inventor, Direct Patient Care, Quality Patient Care, IV, Healthcare Information..., Phlebotomy, Cpr Certified, Internal Medicine, Vital Signs, EKG, Medical Terminology, Patient Education, Hospitals, Healthcare Management, CPR Certified, Medical-Surgical
Education
BYU-Idaho 2008 — 2010
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Community College of the Air Force 1997 — 2001
Associate of Science (AS), Health Services/Allied Health/Health Sciences, General
Lisa DiLouie Lisa DiLouie's Wells Fargo Bank, N.A. Experience 2005 - 2011
Job CoFounder & Grant Writer
Industry Philanthropy
Experience
Grant Creations LLC March 2013 - Present
Wells Fargo Bank, N.A. 2005 - 2011
Wells Fargo Bank, N.A. (formerly Wachovia Bank, N.A.) 2000 - 2004
Wells Fargo Bank, N.A. (formerly First Union Bank) 1998 - 2000
Wells Fargo Bank, N.A. (formerly First Union Bank) 1996 - 1998
Skills
Institutional, Philanthropy, Wealth Management, Risk Management, Strategic Planning, Client Service, Banking, Compliance, Microsoft Office, Excel, Word, Grant Writing, Financial Services, Microsoft Excel, Marketing, Trust Services, Proposal Writing, Trusts, Investments, Microsoft Word, Grants, High Net Worth..., Mutual Funds, Estate Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Securities, Asset Management, Client Services
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Marketing
Northwestern University
Trust School
Brookdale Community College
Certificate in NonProfit Management & Grant Writing
Wachovia Bank, N.A.
Trust & Investment Academy
Grant Creations LLC March 2013 - Present
Wells Fargo Bank, N.A. 2005 - 2011
Wells Fargo Bank, N.A. (formerly Wachovia Bank, N.A.) 2000 - 2004
Wells Fargo Bank, N.A. (formerly First Union Bank) 1998 - 2000
Wells Fargo Bank, N.A. (formerly First Union Bank) 1996 - 1998
Skills
Institutional, Philanthropy, Wealth Management, Risk Management, Strategic Planning, Client Service, Banking, Compliance, Microsoft Office, Excel, Word, Grant Writing, Financial Services, Microsoft Excel, Marketing, Trust Services, Proposal Writing, Trusts, Investments, Microsoft Word, Grants, High Net Worth..., Mutual Funds, Estate Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Securities, Asset Management, Client Services
Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Marketing
Northwestern University
Trust School
Brookdale Community College
Certificate in NonProfit Management & Grant Writing
Wachovia Bank, N.A.
Trust & Investment Academy
Keaston Smith's Wells Fargo Bank, N.A. Experience October 2013 - Present
Job Financial Specialist & Aspiring Educator
Industry Primary/Secondary Education
Experience
Wells Fargo Bank, N.A. October 2013 - Present
Sprint May 2013 - September 2013
APAC Customer Services August 2011 - May 2013
Walmart August 2010 - July 2011
Convergys August 2009 - August 2010
Skills
Security, Windows, Customer Service, Outlook, Call Centers, Microsoft Office, HTML, Customer Experience, Photoshop, Technical Support, Microsoft Word, PowerPoint, Customer Satisfaction, Troubleshooting, Computer Hardware, Apple, ios support, Mac OS Support, Adobe Creative Suite, iWork Applications, iLife Applications
Education
Central Piedmont Community College 2013 — 2014
Associate's Degree, Associates in Arts
South Carolina State University 2008 — 2009
Digital Media, Digital Communication and Media/Multimedia
Wells Fargo Bank, N.A. October 2013 - Present
Sprint May 2013 - September 2013
APAC Customer Services August 2011 - May 2013
Walmart August 2010 - July 2011
Convergys August 2009 - August 2010
Skills
Security, Windows, Customer Service, Outlook, Call Centers, Microsoft Office, HTML, Customer Experience, Photoshop, Technical Support, Microsoft Word, PowerPoint, Customer Satisfaction, Troubleshooting, Computer Hardware, Apple, ios support, Mac OS Support, Adobe Creative Suite, iWork Applications, iLife Applications
Education
Central Piedmont Community College 2013 — 2014
Associate's Degree, Associates in Arts
South Carolina State University 2008 — 2009
Digital Media, Digital Communication and Media/Multimedia
Jodi Chrystal, Assistant Vice President, CRSP Jodi Chrystal, Assistant Vice President, CRSP's Wells Fargo Bank, N.A. Experience August 2015 - Present
Job
Industry Financial Services
Experience
Wells Fargo Bank, N.A. August 2015 - Present
Wells Fargo Bank, N.A. May 2010 - August 2015
Wachovia Bank, N.A., A Wells Fargo Company 2004 - May 2010
Providence Day School July 2004 - October 2009
TIAA-CREF February 2004 - February 2005
The Vanguard Group September 1998 - February 2004
Skills
Mutual Funds, 401k, Retirement, Financial Services, Retirement Planning, Wealth Management, Defined Benefit, Banking, Investments, Fixed Annuities, Portfolio Management, Investment Advisory, Strategic Financial..., Financial Advisory, ERISA, Asset Management, Asset Allocation, Defined Contribution, Qualified Retirement..., Investment Strategies
Education
Appalachian State University 1995 — 1998
Bachelors of Science, Communications
Catawba College 1994 — 1995
Liberal Arts
Wells Fargo Bank, N.A. August 2015 - Present
Wells Fargo Bank, N.A. May 2010 - August 2015
Wachovia Bank, N.A., A Wells Fargo Company 2004 - May 2010
Providence Day School July 2004 - October 2009
TIAA-CREF February 2004 - February 2005
The Vanguard Group September 1998 - February 2004
Skills
Mutual Funds, 401k, Retirement, Financial Services, Retirement Planning, Wealth Management, Defined Benefit, Banking, Investments, Fixed Annuities, Portfolio Management, Investment Advisory, Strategic Financial..., Financial Advisory, ERISA, Asset Management, Asset Allocation, Defined Contribution, Qualified Retirement..., Investment Strategies
Education
Appalachian State University 1995 — 1998
Bachelors of Science, Communications
Catawba College 1994 — 1995
Liberal Arts
Susan Zorfas Susan Zorfas's Wells Fargo Bank, N.A. Experience July 2010 - May 2015
Job Senior Administrative Assistant IV, Wells Fargo Bank, N.A. RETIRED
Industry Financial Services
Experience
Wells Fargo Bank, N.A. July 2010 - May 2015
Wells Fargo Bank February 2008 - June 2010
Skills
Banking, Commercial Banking, Loans, Credit
Education
Siena College of Quezon City
Associate's degree
Siena College of Quezon City
Elementary to High School
The Philippine Women's University
Grade School
Wells Fargo Bank, N.A. July 2010 - May 2015
Wells Fargo Bank February 2008 - June 2010
Skills
Banking, Commercial Banking, Loans, Credit
Education
Siena College of Quezon City
Associate's degree
Siena College of Quezon City
Elementary to High School
The Philippine Women's University
Grade School
Aimee Jeffries Aimee Jeffries's Wells Fargo Bank, N.A. Experience December 2000 - August 2010
Job Development
Industry Real Estate
Experience
Macerich August 2010 - Present
Wells Fargo Bank, N.A. December 2000 - August 2010
Skills
Customer Service, Real Estate, Outlook, Marketing, Marketing Strategy, Event Planning, Team Building, Nonprofits, Strategic Planning, Management, Property Management, Social Media Marketing, Leadership, Social Media, Notary Public, Microsoft Office, Writing, Banking, Family Services, Child Development, Public Speaking, Foster Care, Customer Relations, Customer Experience, Customer Retention
Education
Arizona State University
Family Studies, Family and Human Development
Macerich August 2010 - Present
Wells Fargo Bank, N.A. December 2000 - August 2010
Skills
Customer Service, Real Estate, Outlook, Marketing, Marketing Strategy, Event Planning, Team Building, Nonprofits, Strategic Planning, Management, Property Management, Social Media Marketing, Leadership, Social Media, Notary Public, Microsoft Office, Writing, Banking, Family Services, Child Development, Public Speaking, Foster Care, Customer Relations, Customer Experience, Customer Retention
Education
Arizona State University
Family Studies, Family and Human Development
William O'Hara William O'Hara's Wells Fargo Bank, N.A. Experience July 1984 - April 1987
Job Trust Real Estate Management, Acquisitions, and Dispositions
Industry Real Estate
Experience
PCS Realty Advisors, Inc. April 2000 - Present
SDA 2007 - 2015
SDA 2007 - 2015
SDA 2007 - 2015
Pacific Blue, LLC November 2007 - October 2010
Christian Pacific Homes, Inc. December 1990 - March 2000
Santa Fe Pacific Realty Corporation (Now Catellus Corporation) April 1987 - November 1990
Wells Fargo Bank, N.A. July 1984 - April 1987
Skills
Real Estate, Real Estate Development, Due Diligence, Real Estate Transactions, Real Estate Economics, Disposition, Contract Negotiation, Asset Managment, Investment Properties, Leases, Asset Management, Residential Homes, Private Equity, Real Estate Financing, Zoning, Brokerage, Commercial Real Estate, Real Property, Investments, Mergers & Acquisitions, Acquisitions, Corporate Real Estate, Valuation, Sellers, Financial Analysis, Loans, Financial Structuring, Investors, Property, Finance, Mortgage Lending, Venture Capital, Portfolio Management, Entitlements, Negotiation, Location Intelligence, Property Management, Land Acquisition, REO, Lease Negotiations, Foreclosures, Construction, Shopping Centers, Tenant, Management, Land Development, Short Sales, Condos, Appraisals, Apartments
Education
University of California - San Diego 2013 — 2014
Facilities Management, Commercial Real Estate - Operations and Project Management
China University of Political Science and Law 1996 — 1996
Developing Laws of China
Golden Gate University, School of Law 1993 — 1994
LLM (Taxation), Federal Taxation, Estate Planning & Tax Accounting
Thomas Jefferson School of Law 1989 — 1992
J.D., Law
University of Southern California - Marshall School of Business 1975 — 1985
BS, MBA, Business, Real Estate, Finance, Entrepreneurship
United States Navy Nuclear Power School 1965 — 1966
Mechanical Engineering
Brownsburg 1960 — 1964
High School
PCS Realty Advisors, Inc. April 2000 - Present
SDA 2007 - 2015
SDA 2007 - 2015
SDA 2007 - 2015
Pacific Blue, LLC November 2007 - October 2010
Christian Pacific Homes, Inc. December 1990 - March 2000
Santa Fe Pacific Realty Corporation (Now Catellus Corporation) April 1987 - November 1990
Wells Fargo Bank, N.A. July 1984 - April 1987
Skills
Real Estate, Real Estate Development, Due Diligence, Real Estate Transactions, Real Estate Economics, Disposition, Contract Negotiation, Asset Managment, Investment Properties, Leases, Asset Management, Residential Homes, Private Equity, Real Estate Financing, Zoning, Brokerage, Commercial Real Estate, Real Property, Investments, Mergers & Acquisitions, Acquisitions, Corporate Real Estate, Valuation, Sellers, Financial Analysis, Loans, Financial Structuring, Investors, Property, Finance, Mortgage Lending, Venture Capital, Portfolio Management, Entitlements, Negotiation, Location Intelligence, Property Management, Land Acquisition, REO, Lease Negotiations, Foreclosures, Construction, Shopping Centers, Tenant, Management, Land Development, Short Sales, Condos, Appraisals, Apartments
Education
University of California - San Diego 2013 — 2014
Facilities Management, Commercial Real Estate - Operations and Project Management
China University of Political Science and Law 1996 — 1996
Developing Laws of China
Golden Gate University, School of Law 1993 — 1994
LLM (Taxation), Federal Taxation, Estate Planning & Tax Accounting
Thomas Jefferson School of Law 1989 — 1992
J.D., Law
University of Southern California - Marshall School of Business 1975 — 1985
BS, MBA, Business, Real Estate, Finance, Entrepreneurship
United States Navy Nuclear Power School 1965 — 1966
Mechanical Engineering
Brownsburg 1960 — 1964
High School
lisbeth m. hopper's Wells Fargo Bank, N.A. Experience May 1999 - January 2011
Job BYU Marriott School of Management
Industry Education Management
Experience
BYU Marriott School of Management August 2011 - Present
Wells Fargo Bank, N.A. May 1999 - January 2011
FirstBank December 1991 - May 1999
Brown Forman Corporatio October 1984 - December 1992
Skills
Treasury Management, Credit Analysis, Loans, Banking, Capital Markets, Negotiation, Public Speaking, Analysis, Research, Relationship Management, Credit, Financial Analysis, Portfolio Management, Underwriting, Series 63, Finance, Series 7, Sales, Career Management, Investments, Education, Forecasting, Process Improvement, Administraion
Education
Regis University, Denver, CO 1991 — 1996
BS in Finance & Accounting, MBA - Finance, MBA
Bellarmine University 1991 — 1992
MBA
BYU Marriott School of Management August 2011 - Present
Wells Fargo Bank, N.A. May 1999 - January 2011
FirstBank December 1991 - May 1999
Brown Forman Corporatio October 1984 - December 1992
Skills
Treasury Management, Credit Analysis, Loans, Banking, Capital Markets, Negotiation, Public Speaking, Analysis, Research, Relationship Management, Credit, Financial Analysis, Portfolio Management, Underwriting, Series 63, Finance, Series 7, Sales, Career Management, Investments, Education, Forecasting, Process Improvement, Administraion
Education
Regis University, Denver, CO 1991 — 1996
BS in Finance & Accounting, MBA - Finance, MBA
Bellarmine University 1991 — 1992
MBA
Marshall Allen, CFP® Marshall Allen, CFP®'s Wells Fargo Bank, N.A. Experience June 2010 - November 2012
Job Associate, Client Services at Abbot Downing
Industry Financial Services
Experience
Abbot Downing November 2012 - Present
Wells Fargo Bank, N.A. June 2010 - November 2012
Campbell University Natatorium May 2007 - August 2009
Southeastern Trust School June 2009 - June 2009
Quiznos Subs April 2005 - August 2006
Education
Palm Beach Atlantic University 2013 — 2014
Master of Business Administration (MBA), Business Administration
Campbell University 2006 — 2010
BBA, Trust & Wealth Management
Abbot Downing November 2012 - Present
Wells Fargo Bank, N.A. June 2010 - November 2012
Campbell University Natatorium May 2007 - August 2009
Southeastern Trust School June 2009 - June 2009
Quiznos Subs April 2005 - August 2006
Education
Palm Beach Atlantic University 2013 — 2014
Master of Business Administration (MBA), Business Administration
Campbell University 2006 — 2010
BBA, Trust & Wealth Management
Megan Hewko Megan Hewko's Wells Fargo Bank, N.A. Experience April 2008 - March 2012
Job Property Manager
Industry Real Estate
Experience
Red Tail Communities, LLC February 2015 - Present
Bach Asset Managers and Advisors July 2014 - January 2015
Bach Asset Managers and Advisors April 2013 - July 2014
Riverstone Residential Group 2012 - 2013
Wells Fargo Bank, N.A. April 2008 - March 2012
Claim Jumper Restaurants November 2003 - May 2008
Skills
Sales, Outlook, Real Estate Transactions, Underwriting, Loans, Investment Properties, Property Management, Customer Service, Credit, Financial Analysis, Banking, Real Estate, Mortgage Lending, Finance, Loan Origination, Mortgage Banking, Investments, Rentals, Leases, Management, Apartments, Real Estate Development
Education
California State Polytechnic University-Pomona 2004 — 2011
B.A. Liberal Arts
Red Tail Communities, LLC February 2015 - Present
Bach Asset Managers and Advisors July 2014 - January 2015
Bach Asset Managers and Advisors April 2013 - July 2014
Riverstone Residential Group 2012 - 2013
Wells Fargo Bank, N.A. April 2008 - March 2012
Claim Jumper Restaurants November 2003 - May 2008
Skills
Sales, Outlook, Real Estate Transactions, Underwriting, Loans, Investment Properties, Property Management, Customer Service, Credit, Financial Analysis, Banking, Real Estate, Mortgage Lending, Finance, Loan Origination, Mortgage Banking, Investments, Rentals, Leases, Management, Apartments, Real Estate Development
Education
California State Polytechnic University-Pomona 2004 — 2011
B.A. Liberal Arts
Nabila Dablan's Wells Fargo Bank, N.A. Experience July 2015 - Present
Job Business Specialist
Industry Banking
Experience
Wells Fargo Bank, N.A. July 2015 - Present
Wells Fargo Bank, N.A. August 2013 - Present
CTFF April 2011 - August 2013
Rite Aid Pharmacy November 2008 - March 2011
Skills
Teaching, Tutoring, E-Learning, Research, Microsoft Office, Educational Technology, Public Speaking, Curriculum Development, Instructional Technology, PowerPoint, Curriculum Design, Editing, Classroom, Program Development, Distance Learning, Lesson Planning, Nonprofits, Training, Sales, Leadership, Customer Service, Team Building, Teamwork
Education
California State University, Fresno
Business
Wells Fargo Bank, N.A. July 2015 - Present
Wells Fargo Bank, N.A. August 2013 - Present
CTFF April 2011 - August 2013
Rite Aid Pharmacy November 2008 - March 2011
Skills
Teaching, Tutoring, E-Learning, Research, Microsoft Office, Educational Technology, Public Speaking, Curriculum Development, Instructional Technology, PowerPoint, Curriculum Design, Editing, Classroom, Program Development, Distance Learning, Lesson Planning, Nonprofits, Training, Sales, Leadership, Customer Service, Team Building, Teamwork
Education
California State University, Fresno
Business
Darryll G. DeCotis, Sr., MS, CPP's Wells Fargo Bank, N.A. Experience July 2011 - Present
Job Security Agent at Wells Fargo Corporate Security
Industry Security and Investigations
Experience
Wells Fargo Bank, N.A. July 2011 - Present
Special Olympics North Carolina 1993 - 2015
Town of Bolton February 2010 - October 2011
City of Winston-Salem August 2009 - February 2010
Town of Cary January 2000 - January 2009
City of Havelock January 1994 - January 2000
United States Marine Corps November 1989 - November 1995
Education
Boston University 2002 — 2004
Master of Science
Park University 1998 — 2000
Bachelor of Science
Wells Fargo Bank, N.A. July 2011 - Present
Special Olympics North Carolina 1993 - 2015
Town of Bolton February 2010 - October 2011
City of Winston-Salem August 2009 - February 2010
Town of Cary January 2000 - January 2009
City of Havelock January 1994 - January 2000
United States Marine Corps November 1989 - November 1995
Education
Boston University 2002 — 2004
Master of Science
Park University 1998 — 2000
Bachelor of Science
Jamie Kissler's Wells Fargo Bank, N.A. Experience October 2012 - September 2014
Job Registered Medical Assistant at Center for Diagnostic Imaging (CDI)
Industry Medical Practice
Experience
Center for Diagnostic Imaging (CDI) August 2015 - Present
Nix Health Care System December 2014 - July 2015
Cardiac Center of San Antonio September 2014 - October 2014
Wells Fargo Bank, N.A. October 2012 - September 2014
Wells Fargo September 2011 - September 2012
Atento January 2010 - September 2011
Walmart April 2007 - September 2009
OfficeMax April 2006 - April 2007
Walmart April 2003 - April 2006
Skills
Healthcare, Medical Terminology, HIPAA, Customer Service, Data Entry, Microsoft Office, Teamwork
Education
Sanford-Brown College-Dallas 2013 — 2014
Associate's degree, Medical/Clinical Assistant
Minneapolis Business College 2005 — 2006
Associate's degree, Graphic Design
Center for Diagnostic Imaging (CDI) August 2015 - Present
Nix Health Care System December 2014 - July 2015
Cardiac Center of San Antonio September 2014 - October 2014
Wells Fargo Bank, N.A. October 2012 - September 2014
Wells Fargo September 2011 - September 2012
Atento January 2010 - September 2011
Walmart April 2007 - September 2009
OfficeMax April 2006 - April 2007
Walmart April 2003 - April 2006
Skills
Healthcare, Medical Terminology, HIPAA, Customer Service, Data Entry, Microsoft Office, Teamwork
Education
Sanford-Brown College-Dallas 2013 — 2014
Associate's degree, Medical/Clinical Assistant
Minneapolis Business College 2005 — 2006
Associate's degree, Graphic Design
Salisa Douglas Salisa Douglas's Wells Fargo Bank, N.A. Experience January 2000 - August 2005
Job Experienced Banking Operations Manager
Industry Banking
Experience
HSBC Bank January 2008 - Present
Wells Fargo Bank, N.A. January 2000 - August 2005
Skills
Budgeting, Customer Service, Compliance, Scheduling, Customer Satisfaction, Mentoring, Excel, Employee Relations, PowerPoint, Word, Sales Management, Customer Relations, Team Building, Fundraising, Problem Solving, Team Leadership, Microsoft Office, Coaching, Event Planning, PeopleSoft, Public Speaking, Budgets, Microsoft Excel, Forecasting, Financial Analysis, Management
Education
Chapman University, The George L. Argyros School of Business and Economics 2005 — 2007
MBA
California State University-Fullerton, Mihaylo College of Business and Economics 1999 — 2005
BS, Marketing
HSBC Bank January 2008 - Present
Wells Fargo Bank, N.A. January 2000 - August 2005
Skills
Budgeting, Customer Service, Compliance, Scheduling, Customer Satisfaction, Mentoring, Excel, Employee Relations, PowerPoint, Word, Sales Management, Customer Relations, Team Building, Fundraising, Problem Solving, Team Leadership, Microsoft Office, Coaching, Event Planning, PeopleSoft, Public Speaking, Budgets, Microsoft Excel, Forecasting, Financial Analysis, Management
Education
Chapman University, The George L. Argyros School of Business and Economics 2005 — 2007
MBA
California State University-Fullerton, Mihaylo College of Business and Economics 1999 — 2005
BS, Marketing
Janice Montgomery's Wells Fargo Bank, N.A. Experience 1990 - 1992
Job Passionately protecting Families and Businesses as a Financial Services Professional with New York Life
Industry Financial Services
Experience
New York Life Insurance Company 2014 - Present
NYLIFE Securities LLC April 2014 - Present
HDL Companies 2009 - 2013
Wells Fargo Bank, N.A. 1990 - 1992
ADP 1988 - 1990
Chase National Corporate Services 1986 - 1988
Wells Fargo Bank, N.A. 1978 - 1986
Skills
Finance, Retirement, Financial Services, Mortgage Lending, Banking, Insurance, Loans, Commercial Banking, Cash Management, Investments, Sales Process, Small Business, Supplements to Employee..., Wealth Preservation..., Account Management, Customer Relations, Education Funding..., Long-Term Care Insurance, Long Term Care Insurance
Education
California State Polytechnic University-Pomona 1987 — 1988
Bachelor's Degree, Finance, Real Estate & Law
Arcadia High School 1973 — 1976
High School
New York Life Insurance Company 2014 - Present
NYLIFE Securities LLC April 2014 - Present
HDL Companies 2009 - 2013
Wells Fargo Bank, N.A. 1990 - 1992
ADP 1988 - 1990
Chase National Corporate Services 1986 - 1988
Wells Fargo Bank, N.A. 1978 - 1986
Skills
Finance, Retirement, Financial Services, Mortgage Lending, Banking, Insurance, Loans, Commercial Banking, Cash Management, Investments, Sales Process, Small Business, Supplements to Employee..., Wealth Preservation..., Account Management, Customer Relations, Education Funding..., Long-Term Care Insurance, Long Term Care Insurance
Education
California State Polytechnic University-Pomona 1987 — 1988
Bachelor's Degree, Finance, Real Estate & Law
Arcadia High School 1973 — 1976
High School
Benji Goodrich, PHR's Wells Fargo Bank, N.A. Experience October 2004 - May 2006
Job Serving others through Talent Acquisition
Industry Staffing and Recruiting
Experience
Great-West Financial July 2006 - Present
Benji's Piano Lessons September 1996 - August 2009
Wells Fargo Bank, N.A. October 2004 - May 2006
Wells Fargo Bank, N.A. June 2004 - September 2004
Wells Fargo Bank, N.A. September 2003 - June 2004
Skills
Responsiveness, Piano, iCIMS, Management, Human Resources, Recruiting, Retail Banking, Talent Acquisition, Screening Resumes, Applicant Tracking..., Talent Management, Screening, Financial Services, Resume Writing, Recruitment Advertising, Piano Teaching, Music Theory, Interviews
Education
California Polytechnic State University-San Luis Obispo 2001 — 2003
Bachelors
De Anza College 1998 — 2001
Great-West Financial July 2006 - Present
Benji's Piano Lessons September 1996 - August 2009
Wells Fargo Bank, N.A. October 2004 - May 2006
Wells Fargo Bank, N.A. June 2004 - September 2004
Wells Fargo Bank, N.A. September 2003 - June 2004
Skills
Responsiveness, Piano, iCIMS, Management, Human Resources, Recruiting, Retail Banking, Talent Acquisition, Screening Resumes, Applicant Tracking..., Talent Management, Screening, Financial Services, Resume Writing, Recruitment Advertising, Piano Teaching, Music Theory, Interviews
Education
California Polytechnic State University-San Luis Obispo 2001 — 2003
Bachelors
De Anza College 1998 — 2001
Diana George's Wells Fargo Bank, N.A. Experience December 2012 - August 2015
Job Sr. Private Banker at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. December 2012 - August 2015
Zion's Bank December 2010 - December 2012
Wells Fargo Bank April 2008 - December 2010
Wells Fargo Bank July 2006 - April 2008
Wells Fargo Bank July 1998 - July 2006
Skills
Commercial Lending, Loans, Banking, Credit, Credit Analysis, Commercial Banking, Financial Analysis, Underwriting, Investments, Cash Management, SBA, Small Business Lending, Strategic Financial..., Portfolio Management, Finance, Relationship Management, Loan Origination, Risk Management, Mortgage Lending, Refinance
Education
Weber State University 2015 — 2016
Master’s Degree, Taxation
Colorado State University 2009 — 2011
MBA, Business
University of Phoenix 2002 — 2006
BS, Accounting
Wells Fargo Bank, N.A. December 2012 - August 2015
Zion's Bank December 2010 - December 2012
Wells Fargo Bank April 2008 - December 2010
Wells Fargo Bank July 2006 - April 2008
Wells Fargo Bank July 1998 - July 2006
Skills
Commercial Lending, Loans, Banking, Credit, Credit Analysis, Commercial Banking, Financial Analysis, Underwriting, Investments, Cash Management, SBA, Small Business Lending, Strategic Financial..., Portfolio Management, Finance, Relationship Management, Loan Origination, Risk Management, Mortgage Lending, Refinance
Education
Weber State University 2015 — 2016
Master’s Degree, Taxation
Colorado State University 2009 — 2011
MBA, Business
University of Phoenix 2002 — 2006
BS, Accounting
Michael Misquez Michael Misquez's Wells Fargo Bank, N.A. Experience July 2000 - June 2002
Job Consumer Lending Mortgage Originations Support
Industry Banking
Experience
MUFG in the Americas March 2015 - Present
Fontana Pop Warner Youth Football & Cheer January 2011 - April 2015
Wescom Credit Union October 2014 - March 2015
Bank of America February 2013 - December 2013
Bank of America September 2007 - January 2013
IndyMac Bank, F.S.B. May 2005 - September 2007
Toastmasters International 2004 - 2007
Aon Risk Services, Inc. June 2002 - May 2005
Wells Fargo Bank, N.A. July 2000 - June 2002
Wells Fargo Bank, N.A. September 1997 - July 2000
Skills
Regulatory Analysis, Software Project..., Corporate Communications, Leadership, Event Planning, Risk Management, Vendor Management, Program Management, SDLC, Data Analysis, Business Strategy, Team Building, Management Consulting, Team Leadership, Requirements Analysis, Cross-functional Team..., Strategy, Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2010 — 2012
Executive MBA, Strategy and Leadership
Caltech 2005 — 2006
N/A, Project Management Certification Program (PMI Approved)
California State University-Los Angeles 2000 — 2003
B.S., Business Administration, Economics
University of Southern California 1997 — 1998
Pre-Business
BHS 1985 — 1989
MUFG in the Americas March 2015 - Present
Fontana Pop Warner Youth Football & Cheer January 2011 - April 2015
Wescom Credit Union October 2014 - March 2015
Bank of America February 2013 - December 2013
Bank of America September 2007 - January 2013
IndyMac Bank, F.S.B. May 2005 - September 2007
Toastmasters International 2004 - 2007
Aon Risk Services, Inc. June 2002 - May 2005
Wells Fargo Bank, N.A. July 2000 - June 2002
Wells Fargo Bank, N.A. September 1997 - July 2000
Skills
Regulatory Analysis, Software Project..., Corporate Communications, Leadership, Event Planning, Risk Management, Vendor Management, Program Management, SDLC, Data Analysis, Business Strategy, Team Building, Management Consulting, Team Leadership, Requirements Analysis, Cross-functional Team..., Strategy, Analysis
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2010 — 2012
Executive MBA, Strategy and Leadership
Caltech 2005 — 2006
N/A, Project Management Certification Program (PMI Approved)
California State University-Los Angeles 2000 — 2003
B.S., Business Administration, Economics
University of Southern California 1997 — 1998
Pre-Business
BHS 1985 — 1989
Rohit Surve's Wells Fargo Bank, N.A. Experience November 2009 - June 2012
Job Software Developer
Industry Computer Software
Experience
AIG June 2014 - August 2014
Asurion July 2012 - August 2013
Synechron November 2009 - August 2013
Wells Fargo Bank, N.A. November 2009 - June 2012
Skills
XML, WCF, WPF, VB.NET, .NET, ASP.NET, JavaScript, HTML, C#, SSRS, MVVM, TFS, Design Patterns, ADO.NET, AJAX, LINQ, SQL, Agile Methodologies, Scrum, ASP.NET AJAX, UML, Microsoft SQL Server, Oracle, Visual Basic, SOA, Cloud Computing, Android, Java, Spring DI, Windows Azure, SQL Azure, MySQL, PHP, SDLC, Software Development, Web Services, C++
Education
California State University-Sacramento 2013 — 2015
Master of Science (MS), Computer Science
University of Mumbai 2005 — 2009
BE, Computer
SIES Junior College, Sion, Mumbai 2003 — 2005
Our Lady of Perpetual Succour High School ( OLPS ) , Chembur , Mumbai 1991 — 2003
AIG June 2014 - August 2014
Asurion July 2012 - August 2013
Synechron November 2009 - August 2013
Wells Fargo Bank, N.A. November 2009 - June 2012
Skills
XML, WCF, WPF, VB.NET, .NET, ASP.NET, JavaScript, HTML, C#, SSRS, MVVM, TFS, Design Patterns, ADO.NET, AJAX, LINQ, SQL, Agile Methodologies, Scrum, ASP.NET AJAX, UML, Microsoft SQL Server, Oracle, Visual Basic, SOA, Cloud Computing, Android, Java, Spring DI, Windows Azure, SQL Azure, MySQL, PHP, SDLC, Software Development, Web Services, C++
Education
California State University-Sacramento 2013 — 2015
Master of Science (MS), Computer Science
University of Mumbai 2005 — 2009
BE, Computer
SIES Junior College, Sion, Mumbai 2003 — 2005
Our Lady of Perpetual Succour High School ( OLPS ) , Chembur , Mumbai 1991 — 2003
GREGG S. SHERMAN, CFP® GREGG S. SHERMAN, CFP®'s Wells Fargo Bank, N.A. Experience 2006 - 2008
Job Financial Advisor at U.S. BANCORP INVESTMENTS, INC.
Industry Financial Services
Experience
U.S. BANCORP INVESTMENTS, INC. July 2013 - Present
Wells Fargo Advisors, LLC 2011 - 2013
Wells Fargo Investments, LLC 2008 - 2011
Wells Fargo Bank, N.A. 2006 - 2008
Skills
Leadership, Sales, Investments, Insurance, Certified Financial..., Financial Planning, Retirement Planning
Education
Metropolitan State University of Denver 2013 — 2014
Personal Financial Planning Certificate
Vanguard University of Southern California 2007 — 2011
Master's degree
Chapman University 2003 — 2006
Bachelor's Degree
Saddleback College 2001 — 2003
Associate's Degree
U.S. BANCORP INVESTMENTS, INC. July 2013 - Present
Wells Fargo Advisors, LLC 2011 - 2013
Wells Fargo Investments, LLC 2008 - 2011
Wells Fargo Bank, N.A. 2006 - 2008
Skills
Leadership, Sales, Investments, Insurance, Certified Financial..., Financial Planning, Retirement Planning
Education
Metropolitan State University of Denver 2013 — 2014
Personal Financial Planning Certificate
Vanguard University of Southern California 2007 — 2011
Master's degree
Chapman University 2003 — 2006
Bachelor's Degree
Saddleback College 2001 — 2003
Associate's Degree
Scott Sunbury Scott Sunbury's Wells Fargo Bank, N.A. Experience June 1987 - May 1995
Job Vice President, Technology Risk Manager at BlackRock
Industry Investment Management
Experience
BlackRock August 2013 - Present
BlackRock December 2009 - July 2013
Barclays Global Investors June 2006 - November 2009
State Street Investment Manager Solutions January 2004 - May 2006
State Street Investment Manager Solutions September 2001 - December 2003
State Street Investment Manager Solutions February 2001 - December 2001
CBRE January 1998 - April 1999
Wells Fargo Bank, N.A. June 1987 - May 1995
Skills
Securities Operations, Risk Management, Internal Audit, Regulatory Compliance, Systems Management, Systems Implementation, Asset Management, Project Management
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Middlebury College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Economics
BlackRock August 2013 - Present
BlackRock December 2009 - July 2013
Barclays Global Investors June 2006 - November 2009
State Street Investment Manager Solutions January 2004 - May 2006
State Street Investment Manager Solutions September 2001 - December 2003
State Street Investment Manager Solutions February 2001 - December 2001
CBRE January 1998 - April 1999
Wells Fargo Bank, N.A. June 1987 - May 1995
Skills
Securities Operations, Risk Management, Internal Audit, Regulatory Compliance, Systems Management, Systems Implementation, Asset Management, Project Management
Education
Carnegie Mellon University - Tepper School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Middlebury College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Economics
Brian Nelsen, CFA, CFP Brian Nelsen, CFA, CFP's Wells Fargo Bank, N.A. Experience October 2012 - Present
Job Reverse Engineering Consultant, Analytics Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. October 2012 - Present
Wells Fargo Bank, N.A. February 2008 - September 2012
Tower Financial Services July 2006 - January 2008
Rydex Investments October 2005 - June 2006
MassMutual Financial January 2003 - October 2005
The Hanover Insurance Group January 2001 - July 2002
HD Vest Financial Services January 1997 - January 2001
Skills
Excel, Access, Bloomberg Terminal, Financial Services, Options, Fixed Annuities, Equities, Investments, Financial Modeling, Valuation, Financial Analysis, Mutual Funds, Fixed Income, Structured Products, MBS, Structured Finance, Securitization, Analytics, VBA, Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Data Analysis, Banking, Finance, Asset Management, Analysis, Portfolio Management, Series 7
Education
Ambassador University
BS, Business Administration
Wells Fargo Bank, N.A. October 2012 - Present
Wells Fargo Bank, N.A. February 2008 - September 2012
Tower Financial Services July 2006 - January 2008
Rydex Investments October 2005 - June 2006
MassMutual Financial January 2003 - October 2005
The Hanover Insurance Group January 2001 - July 2002
HD Vest Financial Services January 1997 - January 2001
Skills
Excel, Access, Bloomberg Terminal, Financial Services, Options, Fixed Annuities, Equities, Investments, Financial Modeling, Valuation, Financial Analysis, Mutual Funds, Fixed Income, Structured Products, MBS, Structured Finance, Securitization, Analytics, VBA, Equity Research, Hedge Funds, Alternative Investments, Bloomberg, Data Analysis, Banking, Finance, Asset Management, Analysis, Portfolio Management, Series 7
Education
Ambassador University
BS, Business Administration
Nelson Aaron Nelson Aaron's Wells Fargo Bank, N.A. Experience April 1986 - Present
Job International Operations Executive
Industry Banking
Experience
Wells Fargo Bank, N.A. April 1986 - Present
Skills
Commercial Banking, Management, Trading, Loans, Operations Management, Cash Management, Leadership, Credit Analysis, Financial Services, Portfolio Management, Treasury Management, Risk Management, Financial Risk, Banking, Credit, Team Building
Education
Baruch College, City University of New York (CUNY) 1977 — 1979
MBA, Management
City University of New York-Brooklyn College 1971 — 1976
BS, psychology
UNC Chapel Hill
Wells Fargo Bank, N.A. April 1986 - Present
Skills
Commercial Banking, Management, Trading, Loans, Operations Management, Cash Management, Leadership, Credit Analysis, Financial Services, Portfolio Management, Treasury Management, Risk Management, Financial Risk, Banking, Credit, Team Building
Education
Baruch College, City University of New York (CUNY) 1977 — 1979
MBA, Management
City University of New York-Brooklyn College 1971 — 1976
BS, psychology
UNC Chapel Hill
Cindy Funderburk Cindy Funderburk's Wells Fargo Bank, N.A. Experience 2012 - Present
Job
Industry Banking
Experience
Wells Fargo Bank, N.A. 2012 - Present
Wells Fargo Bank, N.A. 1998 - 2012
Wells Fargo Bank, N.A. 1985 - 1998
Skills
Retail Banking, Banking, Management, Financial Analysis, Mortgage Lending, Loans, Customer Service, Credit Analysis, Underwriting, Consumer Lending, Credit, Commercial Banking, Leadership, Small Business Lending, Mortgage Banking, Commercial Lending, Deposits
Education
Ashford University 2008 — 2012
Bachelor's degree, Business Administration with minor in Psychology
W. E. Boswell High School 1971 — 1975
Wells Fargo Bank, N.A. 2012 - Present
Wells Fargo Bank, N.A. 1998 - 2012
Wells Fargo Bank, N.A. 1985 - 1998
Skills
Retail Banking, Banking, Management, Financial Analysis, Mortgage Lending, Loans, Customer Service, Credit Analysis, Underwriting, Consumer Lending, Credit, Commercial Banking, Leadership, Small Business Lending, Mortgage Banking, Commercial Lending, Deposits
Education
Ashford University 2008 — 2012
Bachelor's degree, Business Administration with minor in Psychology
W. E. Boswell High School 1971 — 1975
Sridhar Somasundharam Sridhar Somasundharam's Wells Fargo Bank, N.A. Experience January 2012 - June 2012
Job SharePoint Developer at Johnson Brothers
Industry Information Technology and Services
Experience
Johnson Brothers July 2012 - Present
Wells Fargo Bank, N.A. January 2012 - June 2012
Carver County July 2011 - November 2011
Medtronic May 2011 - June 2011
Skills
SharePoint Business..., ASP.NET, C#, XML, HTML, ADO.NET, JavaScript, CSS, Dreamweaver, XSLT, Citrix, Solaris, JDBC, SharePoint, Business Intelligence, SQL Server, MOSS 2007, VB.NET, .NET, T-SQL, SSRS, Visual Basic, IIS, Visual Studio, SQL, Visio, Windows, Web Applications, SharePoint Designer, LINQ, Operating Systems, Windows Server 2008, Object Oriented Design, Application Development, Web Services, SSIS, WSS 3.0, Crystal Reports, InfoPath, Databases, jQuery, Microsoft SQL Server, SharePoint Server, Software Development, Windows Server
Education
Massachusetts Institute of Technology 2014 — 2014
Certificate
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2013
Certificate
SetFocus 2010 — 2011
Master's Program in SharePoint
Capella University 2008 — 2010
BS
Southeast Technical College 2006 — 2008
AAS
Johnson Brothers July 2012 - Present
Wells Fargo Bank, N.A. January 2012 - June 2012
Carver County July 2011 - November 2011
Medtronic May 2011 - June 2011
Skills
SharePoint Business..., ASP.NET, C#, XML, HTML, ADO.NET, JavaScript, CSS, Dreamweaver, XSLT, Citrix, Solaris, JDBC, SharePoint, Business Intelligence, SQL Server, MOSS 2007, VB.NET, .NET, T-SQL, SSRS, Visual Basic, IIS, Visual Studio, SQL, Visio, Windows, Web Applications, SharePoint Designer, LINQ, Operating Systems, Windows Server 2008, Object Oriented Design, Application Development, Web Services, SSIS, WSS 3.0, Crystal Reports, InfoPath, Databases, jQuery, Microsoft SQL Server, SharePoint Server, Software Development, Windows Server
Education
Massachusetts Institute of Technology 2014 — 2014
Certificate
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2013
Certificate
SetFocus 2010 — 2011
Master's Program in SharePoint
Capella University 2008 — 2010
BS
Southeast Technical College 2006 — 2008
AAS
Cameron B. McMurtrey, J.D, M.A. Cameron B. McMurtrey, J.D, M.A.'s Wells Fargo Bank, N.A. Experience December 1996 - January 2004
Job VP & Banking Compliance Consultant
Industry Banking
Experience
Wells Fargo April 2015 - Present
Wells Fargo March 2015 - Present
C.B. McMurtrey Law Office, PLC August 2010 - Present
Wells Fargo May 2005 - April 2015
Summer Academy in International Commercial Arbitration (SAIICA) May 2014 - June 2014
Summer Academy in International Commercial Arbitration (SAIICA) May 2012 - June 2012
International Arbitration Centre of the Austrian Federal Economic Chamber May 2009 - June 2009
Wells Fargo Bank, N.A. December 1996 - January 2004
Skills
International..., Legal Writing, Civil Litigation, Risk Management, Legal Research, Portfolio Management, Commercial Litigation, Corporate Law, Litigation, Mediation, Dispute Resolution, Litigation Support, Banking
Education
Arizona Summit Law School 2005 — 2008
JD, Law
Arizona State University
MA, German
Arizona State University
BA, Political Science
Arizona State University
BA, German
Georgia State University College of Law 2008 — 2008
Summer Program, Summer Academy in International Commercial Arbitration
Wells Fargo April 2015 - Present
Wells Fargo March 2015 - Present
C.B. McMurtrey Law Office, PLC August 2010 - Present
Wells Fargo May 2005 - April 2015
Summer Academy in International Commercial Arbitration (SAIICA) May 2014 - June 2014
Summer Academy in International Commercial Arbitration (SAIICA) May 2012 - June 2012
International Arbitration Centre of the Austrian Federal Economic Chamber May 2009 - June 2009
Wells Fargo Bank, N.A. December 1996 - January 2004
Skills
International..., Legal Writing, Civil Litigation, Risk Management, Legal Research, Portfolio Management, Commercial Litigation, Corporate Law, Litigation, Mediation, Dispute Resolution, Litigation Support, Banking
Education
Arizona Summit Law School 2005 — 2008
JD, Law
Arizona State University
MA, German
Arizona State University
BA, Political Science
Arizona State University
BA, German
Georgia State University College of Law 2008 — 2008
Summer Program, Summer Academy in International Commercial Arbitration
Travis Clemens Travis Clemens's Wells Fargo Bank, N.A. Experience 2000 - 2005
Job Strategic Human Resource Business Partner at Syngenta
Industry Chemicals
Experience
Syngenta January 2012 - Present
Honeywell Aerospace 2010 - January 2012
Wells Fargo Bank 2005 - 2010
Wells Fargo Bank, N.A. 2000 - 2005
Skills
Employee Relations, HRIS, Performance Management, Coaching, Problem Solving
Education
Augsburg College
B.A., Business Administration
Syngenta January 2012 - Present
Honeywell Aerospace 2010 - January 2012
Wells Fargo Bank 2005 - 2010
Wells Fargo Bank, N.A. 2000 - 2005
Skills
Employee Relations, HRIS, Performance Management, Coaching, Problem Solving
Education
Augsburg College
B.A., Business Administration
Christian Price Christian Price's Wells Fargo Bank, N.A. Experience September 2005 - January 2008
Job Information Security Leader Risk Management
Industry Information Technology and Services
Experience
Financial Services April 2012 - Present
PetSmart March 2010 - April 2012
Arizona Security Practitioners’ Forum (AZSPF.org) September 2005 - April 2012
SunGard Availability Services January 2009 - March 2010
Strohl Systems (Acquired by SunGard) January 2008 - January 2009
Wells Fargo Bank, N.A. September 2005 - January 2008
ITT-Tech June 2005 - November 2007
Catholic Health West / Perot Systems July 2005 - September 2005
Sprint February 2002 - June 2005
Paranet (acquired by Sprint) October 1998 - February 2002
Skills
DevSecOps, Information Security..., Business Continuity..., Information Security, Amazon Web Services..., Incident Driven..., Security As Code, GLBA, HIPAA, Identity Management, VPN, Authentication, Authorization, SB1386, OCC, Computer Security, Security, Network Security, Disaster Recovery, Cisco Technologies, Firewalls, Information Technology, Integration, Business Continuity, Risk Assessment, PCI DSS, Encryption, IPS, Sarbanes-Oxley Act, Security Architecture..., Data Center, Vulnerability Assessment, CISSP, Enterprise Architecture, SDLC, ISO 17799, Enterprise Software, ITIL, Penetration Testing, Application Security, Data Security
Education
University of Phoenix 2002 — 2007
Masters, Business Administration (MBA)
Arizona State University 1995 — 2001
B.S., Politics, Minor Mathematics
Financial Services April 2012 - Present
PetSmart March 2010 - April 2012
Arizona Security Practitioners’ Forum (AZSPF.org) September 2005 - April 2012
SunGard Availability Services January 2009 - March 2010
Strohl Systems (Acquired by SunGard) January 2008 - January 2009
Wells Fargo Bank, N.A. September 2005 - January 2008
ITT-Tech June 2005 - November 2007
Catholic Health West / Perot Systems July 2005 - September 2005
Sprint February 2002 - June 2005
Paranet (acquired by Sprint) October 1998 - February 2002
Skills
DevSecOps, Information Security..., Business Continuity..., Information Security, Amazon Web Services..., Incident Driven..., Security As Code, GLBA, HIPAA, Identity Management, VPN, Authentication, Authorization, SB1386, OCC, Computer Security, Security, Network Security, Disaster Recovery, Cisco Technologies, Firewalls, Information Technology, Integration, Business Continuity, Risk Assessment, PCI DSS, Encryption, IPS, Sarbanes-Oxley Act, Security Architecture..., Data Center, Vulnerability Assessment, CISSP, Enterprise Architecture, SDLC, ISO 17799, Enterprise Software, ITIL, Penetration Testing, Application Security, Data Security
Education
University of Phoenix 2002 — 2007
Masters, Business Administration (MBA)
Arizona State University 1995 — 2001
B.S., Politics, Minor Mathematics
Jane Labouliere Jane Labouliere's Wells Fargo Bank, N.A. Experience April 2006 - Present
Job Vice President and Quality Process Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
Wells Fargo Bank, N.A. April 2006 - Present
J.P. Morgan April 2003 - April 2006
Citizens Bank March 1990 - April 2003
Skills
Financial Services, Banking, Finance, Product Management, Investments, Credit, Bonds, Management, Mergers & Acquisitions, Fixed Income
Education
Bryant College 1983 — 1987
Bachelor of Science (BS), Economics
Wells Fargo May 2013 - Present
Wells Fargo Bank, N.A. April 2006 - Present
J.P. Morgan April 2003 - April 2006
Citizens Bank March 1990 - April 2003
Skills
Financial Services, Banking, Finance, Product Management, Investments, Credit, Bonds, Management, Mergers & Acquisitions, Fixed Income
Education
Bryant College 1983 — 1987
Bachelor of Science (BS), Economics
Shannon Oswald's Wells Fargo Bank, N.A. Experience September 1993 - January 1996
Job Director of Human Resources at Team Jenn Corp
Industry Human Resources
Experience
Team Jenn Corp July 2013 - Present
Clover Consulting Solutions, Inc. June 2011 - October 2014
IAC Search & Media/Ask.com June 2009 - February 2011
IAC Search & Media/Ask.com July 2008 - June 2009
Lexico Publishing Group December 2005 - July 2008
Callaway Golf June 2002 - December 2005
Callaway Golf January 1999 - June 2002
Wells Fargo Bank, N.A. September 1993 - January 1996
Skills
Deferred Compensation, Employee Benefits, SPHR, HRIS, Organizational..., Performance Management, Human Resources, Personnel Management, Onboarding, Job Analysis, Benefits Administration, HR Consulting, Leadership, Workforce Planning, Training, Employee Relations, Job Evaluation, Talent Management, Talent Acquisition, Applicant Tracking..., Succession Planning
Education
World at Work (CBASD) 2003 — 2005
CCP, Certified Compensation Professional
National University 2001 — 2003
Master's, Human Resources Management
California State University-Fullerton 1988 — 1993
Bachelor's, Cultural Anthropology (Applied)
Team Jenn Corp July 2013 - Present
Clover Consulting Solutions, Inc. June 2011 - October 2014
IAC Search & Media/Ask.com June 2009 - February 2011
IAC Search & Media/Ask.com July 2008 - June 2009
Lexico Publishing Group December 2005 - July 2008
Callaway Golf June 2002 - December 2005
Callaway Golf January 1999 - June 2002
Wells Fargo Bank, N.A. September 1993 - January 1996
Skills
Deferred Compensation, Employee Benefits, SPHR, HRIS, Organizational..., Performance Management, Human Resources, Personnel Management, Onboarding, Job Analysis, Benefits Administration, HR Consulting, Leadership, Workforce Planning, Training, Employee Relations, Job Evaluation, Talent Management, Talent Acquisition, Applicant Tracking..., Succession Planning
Education
World at Work (CBASD) 2003 — 2005
CCP, Certified Compensation Professional
National University 2001 — 2003
Master's, Human Resources Management
California State University-Fullerton 1988 — 1993
Bachelor's, Cultural Anthropology (Applied)
Wayne Shoumaker's Wells Fargo Bank, N.A. Experience November 2004 - August 2008
Job V.P., Quantitative Analytics Manager
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo Corporate Risk April 2013 - June 2015
Wells Fargo Bank February 2009 - April 2013
Freeman-Sullivan Corporation August 2008 - February 2009
Wells Fargo Bank, N.A. November 2004 - August 2008
Charles Schwab & Co., Inc. 1999 - 2004
Skills
Analysis, Analytics, SAS, Unix, Predictive Modeling, Statistics, Strategy, R, Time Series Analysis, Predictive Analytics, Business Analysis, Business Intelligence, Data Mining
Education
West Coast School of Law 2004 — 2007
J.D., B.A., Law
University of California, Berkeley 1984 — 1994
Ph.D., Quantitative Psychology
California State University-Northridge 1982 — 1984
M.A., General-Experimental Psychology
Wells Fargo July 2015 - Present
Wells Fargo Corporate Risk April 2013 - June 2015
Wells Fargo Bank February 2009 - April 2013
Freeman-Sullivan Corporation August 2008 - February 2009
Wells Fargo Bank, N.A. November 2004 - August 2008
Charles Schwab & Co., Inc. 1999 - 2004
Skills
Analysis, Analytics, SAS, Unix, Predictive Modeling, Statistics, Strategy, R, Time Series Analysis, Predictive Analytics, Business Analysis, Business Intelligence, Data Mining
Education
West Coast School of Law 2004 — 2007
J.D., B.A., Law
University of California, Berkeley 1984 — 1994
Ph.D., Quantitative Psychology
California State University-Northridge 1982 — 1984
M.A., General-Experimental Psychology
Donald Hayes's Wells Fargo Bank, N.A. Experience Senior Vice PresidentKey Bank2002 - 2004
Job Regional Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. Senior Vice PresidentKey Bank2002 - 2004
Education
Case Western Reserve University 1979 — 1983
MBA, Finance
Miami University 1975 — 1979
Wells Fargo Bank, N.A. Senior Vice PresidentKey Bank2002 - 2004
Education
Case Western Reserve University 1979 — 1983
MBA, Finance
Miami University 1975 — 1979
Myrtle McGovern's Wells Fargo Bank, N.A. Experience 2000 - June 2010
Job Sr. Project Manager at UnitedHealthcare
Industry Hospital & Health Care
Experience
UnitedHealthcare May 2015 - Present
UnitedHealthcare May 2012 - May 2015
UnitedHealth Group February 2010 - May 2012
Wells Fargo Bank, N.A. 2000 - June 2010
Wells Fargo August 2006 - 2007
AMEX October 1997 - December 2000
Norwest Investment Services (NISI) 1994 - 1996
Skills
Process Improvement, Strategic Planning, Business Requirements, Risk Management, Training, Compliance, Management, Program Management, Problem Solving, User Acceptance Testing, Business Process, Procedure Development, Mutual Funds, Blended Learning, Diversity Training, Employee Training, Mentoring, Spanish translation, Business Documentation, Project Documentation, Procedure Manuals, Procedure Review, SWIFT, Quality Center, Banking Operations, Compliance Management, Agile Testing, Training & Development, Training Delivery, Staff Training, Volunteer Management, Volunteer Coordination, Volunteer Leadership, Regulatory Requirements, Requirements Management, Compliance Audits, Microsoft Office, Project Management
Education
Capella University 2005 — 2007
M.S., Organizational Management & Leadership
University of Minnesota-Twin Cities 1991 — 1997
B.I.S., Economics, English, Spanish
South High School 1987 — 1991
Highest Honors Diploma, College Prepatory
UnitedHealthcare May 2015 - Present
UnitedHealthcare May 2012 - May 2015
UnitedHealth Group February 2010 - May 2012
Wells Fargo Bank, N.A. 2000 - June 2010
Wells Fargo August 2006 - 2007
AMEX October 1997 - December 2000
Norwest Investment Services (NISI) 1994 - 1996
Skills
Process Improvement, Strategic Planning, Business Requirements, Risk Management, Training, Compliance, Management, Program Management, Problem Solving, User Acceptance Testing, Business Process, Procedure Development, Mutual Funds, Blended Learning, Diversity Training, Employee Training, Mentoring, Spanish translation, Business Documentation, Project Documentation, Procedure Manuals, Procedure Review, SWIFT, Quality Center, Banking Operations, Compliance Management, Agile Testing, Training & Development, Training Delivery, Staff Training, Volunteer Management, Volunteer Coordination, Volunteer Leadership, Regulatory Requirements, Requirements Management, Compliance Audits, Microsoft Office, Project Management
Education
Capella University 2005 — 2007
M.S., Organizational Management & Leadership
University of Minnesota-Twin Cities 1991 — 1997
B.I.S., Economics, English, Spanish
South High School 1987 — 1991
Highest Honors Diploma, College Prepatory
Ray R. Rowshankhah's Wells Fargo Bank, N.A. Experience November 2004 - August 2009
Job Vice President at Bank of the West BNP Paribas Group
Industry Banking
Experience
Bank of the West- BNP Paribas Group August 2013 - Present
Wells Fargo Business Banking Group August 2009 - August 2013
Wells Fargo Bank, N.A. November 2004 - August 2009
Skills
Credit, Commercial Banking, Banking, Cash Management, Small Business Lending, Commercial Lending, Lines Of Credit, Mortgage Lending, Sales Management, Real Estate Financing, Cross Selling, Finance, Commercial Mortgages, Underwriting, Asset Based Lending, Treasury Management, SBA, Credit Analysis, Business Acquisition, Foreign Exchange, Factoring, Letters of Credit, Farsi, Risk Management, Private Equity, Brokers, Branch Management, Branch Operation, Coaching Staff
Education
California State University-Long Beach - College of Business Administration 2000 — 2005
Business Finance, Real Estate, Law
Bank of the West- BNP Paribas Group August 2013 - Present
Wells Fargo Business Banking Group August 2009 - August 2013
Wells Fargo Bank, N.A. November 2004 - August 2009
Skills
Credit, Commercial Banking, Banking, Cash Management, Small Business Lending, Commercial Lending, Lines Of Credit, Mortgage Lending, Sales Management, Real Estate Financing, Cross Selling, Finance, Commercial Mortgages, Underwriting, Asset Based Lending, Treasury Management, SBA, Credit Analysis, Business Acquisition, Foreign Exchange, Factoring, Letters of Credit, Farsi, Risk Management, Private Equity, Brokers, Branch Management, Branch Operation, Coaching Staff
Education
California State University-Long Beach - College of Business Administration 2000 — 2005
Business Finance, Real Estate, Law
Scott Alderson's Wells Fargo Bank, N.A. Experience July 2006 - November 2009
Job Treasury Management Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2014 - Present
JP Morgan Chase & Co. November 2009 - February 2014
Wells Fargo Bank, N.A. July 2006 - November 2009
1st Integrity Home Loans July 2005 - August 2006
Skills
Finance, Treasury Management, Commercial Banking, Cash Management, Financial Analysis, Small Business, Loans, Credit, Commercial Lending, Management, Small Business Lending, Start-ups, Relationship Management, Portfolio Management
Education
California State University-San Marcos - College of Business Administration 2003 — 2005
Bachelor of Science (BS), Business Administration
Wells Fargo February 2014 - Present
JP Morgan Chase & Co. November 2009 - February 2014
Wells Fargo Bank, N.A. July 2006 - November 2009
1st Integrity Home Loans July 2005 - August 2006
Skills
Finance, Treasury Management, Commercial Banking, Cash Management, Financial Analysis, Small Business, Loans, Credit, Commercial Lending, Management, Small Business Lending, Start-ups, Relationship Management, Portfolio Management
Education
California State University-San Marcos - College of Business Administration 2003 — 2005
Bachelor of Science (BS), Business Administration
Melissa Dress's Wells Fargo Bank, N.A. Experience 1996 - Present
Job VP Product Manager at Wells Fargo Institutional Brokerage Services
Industry Banking
Experience
Wells Fargo Securities March 2011 - Present
Wells Fargo Bank, N.A. 1996 - Present
Wells Fargo Securities 2011 - 2011
Wells Fargo September 2002 - September 2008
Bemis Company, Inc. August 1988 - September 1989
Skills
Financial Services, Leadership, Program Management, Corporate Finance, Analysis, Management, Project Management, Loans, Financial Analysis, Credit, Customer Service, New Business Development, Strategic Planning, Risk Management, Securities, Vendor Management, Banking, Portfolio Management, Treasury Management, Cash Management, Payments, Fixed Income, Finance, Strategy, Relationship Management, Business Analysis
Education
Augsburg College 1986 — 1988
BS, Accounting
Wells Fargo Securities March 2011 - Present
Wells Fargo Bank, N.A. 1996 - Present
Wells Fargo Securities 2011 - 2011
Wells Fargo September 2002 - September 2008
Bemis Company, Inc. August 1988 - September 1989
Skills
Financial Services, Leadership, Program Management, Corporate Finance, Analysis, Management, Project Management, Loans, Financial Analysis, Credit, Customer Service, New Business Development, Strategic Planning, Risk Management, Securities, Vendor Management, Banking, Portfolio Management, Treasury Management, Cash Management, Payments, Fixed Income, Finance, Strategy, Relationship Management, Business Analysis
Education
Augsburg College 1986 — 1988
BS, Accounting
Renee Kuhl's Wells Fargo Bank, N.A. Experience February 2008 - October 2008
Job at Wilmington Trust
Industry Banking
Experience
Wilmington Trust October 2008 - Present
Wells Fargo Bank, N.A. February 2008 - October 2008
Wells Fargo Bank, N.A. April 2005 - February 2008
Kaufer Law Firm, LLC August 2003 - January 2005
Skills
Securities
Education
Hamline University School of Law 2001 — 2004
JD
Azusa Pacific University 1997 — 2001
BA, Political Science & History
Wilmington Trust October 2008 - Present
Wells Fargo Bank, N.A. February 2008 - October 2008
Wells Fargo Bank, N.A. April 2005 - February 2008
Kaufer Law Firm, LLC August 2003 - January 2005
Skills
Securities
Education
Hamline University School of Law 2001 — 2004
JD
Azusa Pacific University 1997 — 2001
BA, Political Science & History
Erin Rooney's Wells Fargo Bank, N.A. Experience 2004 - Present
Job Sr. Project/Program Manager
Industry Financial Services
Experience
Wells Fargo Bank, N.A. 2004 - Present
NextStudent 2002 - 2004
FrontRange Solutions (formerly GoldMine Software) 2000 - 2002
GoldMine Software 2000 - 2002
Skills
Product Management, Program Management, SDLC, Six Sigma, Cross-functional Team..., Software Project..., Product Development, Mergers, Visio, Vendor Management, Business Analysis, Business Process..., Risk Management, Process Improvement, Management, PMO, Project Portfolio..., PMP, CRM, IT Strategy, MS Project, Requirements Gathering, Requirements Analysis
Education
Bryn Mawr College
B.A., History, Biology
University of Arizona
M.A., History
Wells Fargo Bank, N.A. 2004 - Present
NextStudent 2002 - 2004
FrontRange Solutions (formerly GoldMine Software) 2000 - 2002
GoldMine Software 2000 - 2002
Skills
Product Management, Program Management, SDLC, Six Sigma, Cross-functional Team..., Software Project..., Product Development, Mergers, Visio, Vendor Management, Business Analysis, Business Process..., Risk Management, Process Improvement, Management, PMO, Project Portfolio..., PMP, CRM, IT Strategy, MS Project, Requirements Gathering, Requirements Analysis
Education
Bryn Mawr College
B.A., History, Biology
University of Arizona
M.A., History
Ramon Sandino's Wells Fargo Bank, N.A. Experience April 2002 - July 2008
Job Visual and Interactive Designer at Intel Corporation
Industry Design
Experience
Intel Corporation December 2014 - Present
Intel Corporation March 2014 - Present
BASIS Science November 2013 - March 2014
Apple Retail August 2008 - November 2013
Wells Fargo Bank, N.A. April 2002 - July 2008
Skills
OS X, Mac, iWork, Mac OS, Troubleshooting, Adobe Creative Suite, iOS, Digital Photography, Photoshop, Microsoft Office, InDesign, Apple Aperture, Web Design, User Experience, Adobe Illustrator, Graphic Design, Typography, Web Development, HTML 5, CSS, Adobe Acrobat, JavaScript, Interaction Design, User Interface Design, Keynote, After Effects, Illustrator
Education
Academy of Art University 2011 — 2014
BFA, Web Design and New Media
Lowell Highschool
Intel Corporation December 2014 - Present
Intel Corporation March 2014 - Present
BASIS Science November 2013 - March 2014
Apple Retail August 2008 - November 2013
Wells Fargo Bank, N.A. April 2002 - July 2008
Skills
OS X, Mac, iWork, Mac OS, Troubleshooting, Adobe Creative Suite, iOS, Digital Photography, Photoshop, Microsoft Office, InDesign, Apple Aperture, Web Design, User Experience, Adobe Illustrator, Graphic Design, Typography, Web Development, HTML 5, CSS, Adobe Acrobat, JavaScript, Interaction Design, User Interface Design, Keynote, After Effects, Illustrator
Education
Academy of Art University 2011 — 2014
BFA, Web Design and New Media
Lowell Highschool
Denise Roy's Wells Fargo Bank, N.A. Experience March 2008 - March 2012
Job CTS Account Associate 3 at Wells Fargo
Industry Banking
Experience
Wells Fargo July 1989 - Present
Wells Fargo Bank, N.A. March 2008 - March 2012
Wells Fargo Financial May 2001 - March 2008
Education
Bemidji State University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo July 1989 - Present
Wells Fargo Bank, N.A. March 2008 - March 2012
Wells Fargo Financial May 2001 - March 2008
Education
Bemidji State University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Trey Jeffries's Wells Fargo Bank, N.A. Experience December 2010 - May 2014
Job Interest Rate Risk Management at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo 2014 - Present
Wells Fargo Bank, N.A. December 2010 - May 2014
Wells Fargo Bank, N.A. December 2009 - December 2010
Wells Fargo Bank, N.A. June 2007 - December 2009
Credit Suisse 2006 - 2007
Skills
Bloomberg, Calypso, Reuters, Markitwire, Credit Derivatives, Interest Rate..., FX Options, Counterparty Risk, Series 7, Fixed Income, VBA, Credit Risk, Derivatives, Capital Markets, Options, Swaps, Financial Analysis, Economics, Structured Products, Bloomberg Terminal, Market Risk, Quantitative Analytics, Financial Modeling, Risk Management
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA)
Appalachian State University
Bachelor of Science, Business Administration - Economics
Appalachian State University
Bachelor of Science, Political Science
Wells Fargo 2014 - Present
Wells Fargo Bank, N.A. December 2010 - May 2014
Wells Fargo Bank, N.A. December 2009 - December 2010
Wells Fargo Bank, N.A. June 2007 - December 2009
Credit Suisse 2006 - 2007
Skills
Bloomberg, Calypso, Reuters, Markitwire, Credit Derivatives, Interest Rate..., FX Options, Counterparty Risk, Series 7, Fixed Income, VBA, Credit Risk, Derivatives, Capital Markets, Options, Swaps, Financial Analysis, Economics, Structured Products, Bloomberg Terminal, Market Risk, Quantitative Analytics, Financial Modeling, Risk Management
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA)
Appalachian State University
Bachelor of Science, Business Administration - Economics
Appalachian State University
Bachelor of Science, Political Science
Matilde Zelaya's Wells Fargo Bank, N.A. Experience December 1996 - June 2006
Job Customer/Servicer Review Analyst ICredit Portfolio Management at Fannie Mae
Industry Financial Services
Experience
Fannie Mae August 2014 - Present
Caliber Home Loans October 2011 - 2013
Financial Freedom Senior Funding Corp., a subsidiary of IndyMac Bank August 2006 - October 2008
Wells Fargo Bank, N.A. December 1996 - June 2006
Hamilton Financial Corporation September 1983 - May 1996
Skills
Investor Reporting, CMBS, MBS, Team Building, Data Analysis, Problem Solving, Testing, Team Leadership, Mortgage Lending, Portfolio Management, Finance, Financial Modeling, Due Diligence, Loan Servicing
Education
American University 1978 — 1978
Labor Economics
Universidad Centroamericana, Managua 1972 — 1976
Engineer, Industrial Engineer
Colegio Divina Pastora 1967 — 1971
High School
Fannie Mae August 2014 - Present
Caliber Home Loans October 2011 - 2013
Financial Freedom Senior Funding Corp., a subsidiary of IndyMac Bank August 2006 - October 2008
Wells Fargo Bank, N.A. December 1996 - June 2006
Hamilton Financial Corporation September 1983 - May 1996
Skills
Investor Reporting, CMBS, MBS, Team Building, Data Analysis, Problem Solving, Testing, Team Leadership, Mortgage Lending, Portfolio Management, Finance, Financial Modeling, Due Diligence, Loan Servicing
Education
American University 1978 — 1978
Labor Economics
Universidad Centroamericana, Managua 1972 — 1976
Engineer, Industrial Engineer
Colegio Divina Pastora 1967 — 1971
High School
Molly Durant's Wells Fargo Bank, N.A. Experience August 2005 - March 2009
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2009 - Present
Wells Fargo Bank, N.A. August 2005 - March 2009
Mellon Financial January 1998 - August 2005
Skills
Management, Leadership, Team Management, Negotiation, Customer Satisfaction, Risk Management, Customer Service
Education
Clarion University of Pennsylvania 1996 — 1998
Duquesne University 1994 — 1996
Morgan Stanley March 2009 - Present
Wells Fargo Bank, N.A. August 2005 - March 2009
Mellon Financial January 1998 - August 2005
Skills
Management, Leadership, Team Management, Negotiation, Customer Satisfaction, Risk Management, Customer Service
Education
Clarion University of Pennsylvania 1996 — 1998
Duquesne University 1994 — 1996
Lynn Shindel's Wells Fargo Bank, N.A. Experience 2007 - Present
Job Litigation Case Manager at Wells Fargo Bank, N.A.
Industry Legal Services
Experience
Wells Fargo Bank, N.A. 2007 - Present
Wells Fargo 2005 - Present
Skills
Research, Lexis, Litigation Support, Legal Writing, Nonprofits, Legal Research, Westlaw, Editing, Litigation Management, Community Outreach, Litigation, Mediation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
University of California, Los Angeles 1993 — 1997
BA, English
Wells Fargo Bank, N.A. 2007 - Present
Wells Fargo 2005 - Present
Skills
Research, Lexis, Litigation Support, Legal Writing, Nonprofits, Legal Research, Westlaw, Editing, Litigation Management, Community Outreach, Litigation, Mediation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2000 — 2003
University of California, Los Angeles 1993 — 1997
BA, English
Socrates Kostas's Wells Fargo Bank, N.A. Experience 2008 - Present
Job Real Estate Broker at Kostas Realty, Attorney at the Law firm of Socrates J. Kostas, Trade Show Consultant at KAK Mgt.
Industry Real Estate
Experience
Wells Fargo Bank, N.A. 2008 - Present
Kostas Realty June 2003 - Present
Socrates J. Kostas, Attorney at Law November 1989 - Present
KAK Management, Inc. November 1989 - Present
Socrates J. Kostas, Attorney November 1989 - Present
Education
Cleveland State University - Cleveland-Marshall College of Law 1986 — 1989
Juris Doctor
Miami University 1975 — 1979
Bachelor of Science, Business Administration
Wells Fargo Bank, N.A. 2008 - Present
Kostas Realty June 2003 - Present
Socrates J. Kostas, Attorney at Law November 1989 - Present
KAK Management, Inc. November 1989 - Present
Socrates J. Kostas, Attorney November 1989 - Present
Education
Cleveland State University - Cleveland-Marshall College of Law 1986 — 1989
Juris Doctor
Miami University 1975 — 1979
Bachelor of Science, Business Administration
Leo Santiago's Wells Fargo Bank, N.A. Experience May 2009 - Present
Job Litigation Case Manager
Industry Financial Services
Experience
Wells Fargo Bank, N.A. May 2009 - Present
Wells Fargo Bank, N.A. March 2008 - April 2009
Wells Fargo Bank, N.A. January 2007 - March 2008
Wells Fargo Bank, N.A. August 2004 - January 2007
Wells Fargo Bank, N.A. September 2002 - August 2004
Skills
Fixed Income, MS Access, MS Excel, Risk Assessment, Financial Modeling, Access, Finance, Microsoft Excel, Management, Securities, Financial Analysis, Risk Management, Analysis, Loans, Training, Banking, Credit, Investments, Portfolio Management, Financial Services
Education
Central Connecticut State University
Wells Fargo Bank, N.A. May 2009 - Present
Wells Fargo Bank, N.A. March 2008 - April 2009
Wells Fargo Bank, N.A. January 2007 - March 2008
Wells Fargo Bank, N.A. August 2004 - January 2007
Wells Fargo Bank, N.A. September 2002 - August 2004
Skills
Fixed Income, MS Access, MS Excel, Risk Assessment, Financial Modeling, Access, Finance, Microsoft Excel, Management, Securities, Financial Analysis, Risk Management, Analysis, Loans, Training, Banking, Credit, Investments, Portfolio Management, Financial Services
Education
Central Connecticut State University
Regina Warren's Wells Fargo Bank, N.A. Experience
Job Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A.
Skills
Banking, Risk Management, Credit, Management, Loans, Portfolio Management, Financial Analysis, Leadership, Customer Service, Finance
Education
Oakwood College 1972 — 1975
Alabama A&M University Graduate School
Wells Fargo Bank, N.A.
Skills
Banking, Risk Management, Credit, Management, Loans, Portfolio Management, Financial Analysis, Leadership, Customer Service, Finance
Education
Oakwood College 1972 — 1975
Alabama A&M University Graduate School
Jason Wheat's Wells Fargo Bank, N.A. Experience August 2003 - Present
Job Business Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. August 2003 - Present
Wells Fargo Financial August 2001 - August 2003
Education
Ashford University 1997 — 2001
Wells Fargo Bank, N.A. August 2003 - Present
Wells Fargo Financial August 2001 - August 2003
Education
Ashford University 1997 — 2001
Natasha Clay's Wells Fargo Bank, N.A. Experience 2000 - 2008
Job Occupational Therapist Assistant
Industry Hospital & Health Care
Experience
Weston Group Inc. Rehabilitation Services November 2012 - Present
Bethesda Lutheran Communities October 2010 - Present
Wells Fargo Bank, N.A. 2000 - 2008
Deutsche Bank 1997 - 2000
Skills
Mortgage Lending, Leadership, Treatment, Mental Health
Education
Santa Ana College 2009 — 2011
Associate of Science (A.S.), Occupational Therapist Assistant
California State University-San Bernardino
Bachelors, Business Administration / Finance
Weston Group Inc. Rehabilitation Services November 2012 - Present
Bethesda Lutheran Communities October 2010 - Present
Wells Fargo Bank, N.A. 2000 - 2008
Deutsche Bank 1997 - 2000
Skills
Mortgage Lending, Leadership, Treatment, Mental Health
Education
Santa Ana College 2009 — 2011
Associate of Science (A.S.), Occupational Therapist Assistant
California State University-San Bernardino
Bachelors, Business Administration / Finance
Darlene McKinney's Wells Fargo Bank, N.A. Experience August 2009 - January 2014
Job Lease Negotiator; Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wells Fargo Bank, N.A. August 2009 - January 2014
Wachovia Bank January 2004 - August 2009
Sanchez Data Systems, Inc. March 1999 - October 2003
Morgan Management Company October 1996 - March 1999
Skills
Budgets
Education
Carlow University 2001 — 2003
Bachelor of Science, Business Management
Wells Fargo January 2014 - Present
Wells Fargo Bank, N.A. August 2009 - January 2014
Wachovia Bank January 2004 - August 2009
Sanchez Data Systems, Inc. March 1999 - October 2003
Morgan Management Company October 1996 - March 1999
Skills
Budgets
Education
Carlow University 2001 — 2003
Bachelor of Science, Business Management
Patrick Gorrien's Wells Fargo Bank, N.A. Experience April 2000 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2000 - Present
Wells Fargo Bank, N.A. 2000 - Present
Deutsche Bank 1997 - 2000
Bankers Trust 1997 - 2000
Education
California State University-Long Beach - College of Business Administration 1990 — 1993
Wells Fargo Bank, N.A. April 2000 - Present
Wells Fargo Bank, N.A. 2000 - Present
Deutsche Bank 1997 - 2000
Bankers Trust 1997 - 2000
Education
California State University-Long Beach - College of Business Administration 1990 — 1993
Gary Gamaldo's Wells Fargo Bank, N.A. Experience April 2010 - January 2014
Job Business Banking Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wells Fargo Bank, N.A. April 2010 - January 2014
Capital One Financial Corp February 2009 - June 2010
Bank of America January 2007 - January 2009
Bank of America, N.A. June 2006 - January 2007
Bank of America, N.A. July 2005 - June 2006
Coca-Cola Enterprises November 2004 - July 2005
Brooklyn Welding Corporation July 2001 - August 2002
Independence Community Bank (now Sovereign Bank) November 2000 - July 2001
Skills
Credit Analysis, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Credit Risk, Relationship Management, Diversity, Loans, Banking, Financial Risk, Financial Analysis, Mortgage Lending, Lines Of Credit, Management, Underwriting, Finance, Investments, Treasury Management, Analysis, Cash Flow, Strategic Financial..., Corporate Finance, Asset Based Lending, Portfolio Management, Commercial Mortgages, Retail Banking, Consumer Lending, Loan Origination, Financial Structuring, Risk Management, SBA, Auditing
Education
American International College 1997 — 2004
Master of Business Administration (M.B.A.)
American International College 1996 — 2000
Bachelor of Applied Science (B.A.Sc.)
Wells Fargo January 2014 - Present
Wells Fargo Bank, N.A. April 2010 - January 2014
Capital One Financial Corp February 2009 - June 2010
Bank of America January 2007 - January 2009
Bank of America, N.A. June 2006 - January 2007
Bank of America, N.A. July 2005 - June 2006
Coca-Cola Enterprises November 2004 - July 2005
Brooklyn Welding Corporation July 2001 - August 2002
Independence Community Bank (now Sovereign Bank) November 2000 - July 2001
Skills
Credit Analysis, Commercial Lending, Credit, Commercial Banking, Small Business Lending, Credit Risk, Relationship Management, Diversity, Loans, Banking, Financial Risk, Financial Analysis, Mortgage Lending, Lines Of Credit, Management, Underwriting, Finance, Investments, Treasury Management, Analysis, Cash Flow, Strategic Financial..., Corporate Finance, Asset Based Lending, Portfolio Management, Commercial Mortgages, Retail Banking, Consumer Lending, Loan Origination, Financial Structuring, Risk Management, SBA, Auditing
Education
American International College 1997 — 2004
Master of Business Administration (M.B.A.)
American International College 1996 — 2000
Bachelor of Applied Science (B.A.Sc.)
Derek Raper's Wells Fargo Bank, N.A. Experience June 2005 - Present
Job Vice President, Business Banking Relationship Manager Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2005 - Present
Skills
Commercial Lending, Small Business Lending, Loans, Credit Analysis
Education
South Carolina Bankers School 2012 — 2014
Graduate
Clemson University 2003 — 2005
Master of Business Administration (MBA)
Lander University 1999 — 2003
BS, Business Administration
Lugoff Elgin High School 1996 — 1999
Wells Fargo Bank, N.A. June 2005 - Present
Skills
Commercial Lending, Small Business Lending, Loans, Credit Analysis
Education
South Carolina Bankers School 2012 — 2014
Graduate
Clemson University 2003 — 2005
Master of Business Administration (MBA)
Lander University 1999 — 2003
BS, Business Administration
Lugoff Elgin High School 1996 — 1999
Bill Bartlett's Wells Fargo Bank, N.A. Experience 1997 - Present
Job Wells Fargo SVP, Senior Relationship Manager
Industry Banking
Experience
Wells Fargo Bank, N.A. 1997 - Present
RBC Bank 2007 - 2008
First Union National Bank 1997 - 2001
SunTrust Bank 1991 - 1994
Education
Auburn University 1987 — 1991
BSBA, Finance
Wheeler High School
Wells Fargo Bank, N.A. 1997 - Present
RBC Bank 2007 - 2008
First Union National Bank 1997 - 2001
SunTrust Bank 1991 - 1994
Education
Auburn University 1987 — 1991
BSBA, Finance
Wheeler High School
Ken Cogland's Wells Fargo Bank, N.A. Experience 1997 - Present
Job Senior Company Counsel at Wells Fargo Bank
Industry Capital Markets
Experience
Wells Fargo Bank 1997 - Present
Wells Fargo Bank, N.A. 1997 - Present
Thacher Proffitt & Wood LLP September 1987 - April 1997
Manufacturers Hanover Trust 1982 - 1986
Skills
Structured Finance, Securities, Capital Markets, Corporate Governance, Securities Regulation, Corporate Law, Due Diligence
Education
Fordham University School of Law 1983 — 1987
J.D., Law
Columbia University in the City of New York 1977 — 1981
A.B., English & Comparative Literature
Wells Fargo Bank 1997 - Present
Wells Fargo Bank, N.A. 1997 - Present
Thacher Proffitt & Wood LLP September 1987 - April 1997
Manufacturers Hanover Trust 1982 - 1986
Skills
Structured Finance, Securities, Capital Markets, Corporate Governance, Securities Regulation, Corporate Law, Due Diligence
Education
Fordham University School of Law 1983 — 1987
J.D., Law
Columbia University in the City of New York 1977 — 1981
A.B., English & Comparative Literature
Andrew Noll's Wells Fargo Bank, N.A. Experience June 2002 - Present
Job Vice President, Trust & Fiduciary Specialist at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2002 - Present
JPMorgan Chase July 1988 - May 2002
US Trust 1985 - 1988
Skills
Estate Planning, Banking, Trusts, Wealth Management, Loans
Education
Adelphi University 1986 — 1988
CFP(r), Certified Financial Planner(r) Certificant
Pace University 1978 — 1986
BBA, Public Accounting
Wells Fargo Bank, N.A. June 2002 - Present
JPMorgan Chase July 1988 - May 2002
US Trust 1985 - 1988
Skills
Estate Planning, Banking, Trusts, Wealth Management, Loans
Education
Adelphi University 1986 — 1988
CFP(r), Certified Financial Planner(r) Certificant
Pace University 1978 — 1986
BBA, Public Accounting
Timothy Pizzitola's Wells Fargo Bank, N.A. Experience February 2002 - February 2009
Job Executive/Lifestyle Coach I Manager I Professional I Customer Relations I Open to Relocation
Industry Computer Networking
Experience
RW Lynch September 2013 - Present
Professionals Edge Business and Executive Coaching/Honu Life Coaching March 2009 - Present
Cogent Communications March 2013 - September 2013
ImageTag March 2012 - November 2012
Wells Fargo Bank, N.A. February 2002 - February 2009
Skills
Sales, Training, Sales Operations, Coaching, Leadership, Sales Process, CRM, Account Management, Market Research, Time Management, Salesforce.com, Direct Sales, Public Speaking, Team Leadership, Public Relations, Human Resources, Retail, Budgets, Selling, Team Building, Project Planning, Cold Calling, Sales Management, Executive Coaching, Lifestyle Coaching, Management Consulting, Training/Mentoring, Mentoring, International Sales, Lead Generation, Marketing
Education
Saguaro High School
Southwest Institute of Healing Arts
Arizona State University
Bachelor of Arts
RW Lynch September 2013 - Present
Professionals Edge Business and Executive Coaching/Honu Life Coaching March 2009 - Present
Cogent Communications March 2013 - September 2013
ImageTag March 2012 - November 2012
Wells Fargo Bank, N.A. February 2002 - February 2009
Skills
Sales, Training, Sales Operations, Coaching, Leadership, Sales Process, CRM, Account Management, Market Research, Time Management, Salesforce.com, Direct Sales, Public Speaking, Team Leadership, Public Relations, Human Resources, Retail, Budgets, Selling, Team Building, Project Planning, Cold Calling, Sales Management, Executive Coaching, Lifestyle Coaching, Management Consulting, Training/Mentoring, Mentoring, International Sales, Lead Generation, Marketing
Education
Saguaro High School
Southwest Institute of Healing Arts
Arizona State University
Bachelor of Arts
Gloria Robinson's Wells Fargo Bank, N.A. Experience August 2014 - Present
Job Registered Financial Representative/Business Specialist
Industry Financial Services
Experience
Wells Fargo Bank, N.A. August 2014 - Present
New York Life Insurance Company May 2011 - May 2014
Bloomberg Financial October 2009 - May 2011
Wells Fargo May 2006 - September 2009
Nationwide Financial Network October 2003 - April 2006
Neuberger Berman LLC, New York January 1996 - September 2003
Skills
Leadership, Insurance, Business Development, Management, Retirement Planning, Sales, CRM, Financial Services, Relationship Management, Retirement, Equities, Financial Analysis, Investment Management, Investments, Finance
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Wells Fargo Bank, N.A. August 2014 - Present
New York Life Insurance Company May 2011 - May 2014
Bloomberg Financial October 2009 - May 2011
Wells Fargo May 2006 - September 2009
Nationwide Financial Network October 2003 - April 2006
Neuberger Berman LLC, New York January 1996 - September 2003
Skills
Leadership, Insurance, Business Development, Management, Retirement Planning, Sales, CRM, Financial Services, Relationship Management, Retirement, Equities, Financial Analysis, Investment Management, Investments, Finance
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
Linda Juricich's Wells Fargo Bank, N.A. Experience
Job Loan Documentation Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A.
Skills
Mortgage Banking, Banking, Loans, Portfolio Management, Mortgage Lending, Credit, Customer Service, Commercial Lending, Commercial Banking
Education
City College of San Francisco
San Francisco State
Business Administration, Management and Operations
San Francisco State University
Business Administration, Management and Operations
Wells Fargo Bank, N.A.
Skills
Mortgage Banking, Banking, Loans, Portfolio Management, Mortgage Lending, Credit, Customer Service, Commercial Lending, Commercial Banking
Education
City College of San Francisco
San Francisco State
Business Administration, Management and Operations
San Francisco State University
Business Administration, Management and Operations
Amy Curcio's Wells Fargo Bank, N.A. Experience May 1995 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. May 1995 - Present
Wells Fargo Bank 1995 - Present
Education
Bucknell University 1988 — 1992
BA, English/Political Science
Wells Fargo Bank, N.A. May 1995 - Present
Wells Fargo Bank 1995 - Present
Education
Bucknell University 1988 — 1992
BA, English/Political Science
Glenn Callahan's Wells Fargo Bank, N.A. Experience March 1972 - December 1982
Job CEO at Morning Star Ventures, LLC
Industry Financial Services
Experience
Morning Star Ventures, LLC September 2014 - Present
Morning Star Movies, LLC February 2012 - Present
Sequoia Pacific Capital, LLC December 2001 - Present
Various Investment Holdings March 2008 - September 2014
Sequoia Pacific Funding, Inc. December 1982 - December 2005
Wells Fargo Bank, N.A. March 1972 - December 1982
Skills
Investments, Business Strategy, Private Equity, Negotiation, Mergers, Strategic Planning, Funding, Trading, Mergers & Acquisitions, Corporate Finance, Start-ups, Venture Capital, Strategy, Entrepreneurship, Finance, Portfolio Management, Business Planning
Education
California Polytechnic State University-San Luis Obispo 1968 — 1972
Bachelor's degree, Business Administration and Management, General
Morning Star Ventures, LLC September 2014 - Present
Morning Star Movies, LLC February 2012 - Present
Sequoia Pacific Capital, LLC December 2001 - Present
Various Investment Holdings March 2008 - September 2014
Sequoia Pacific Funding, Inc. December 1982 - December 2005
Wells Fargo Bank, N.A. March 1972 - December 1982
Skills
Investments, Business Strategy, Private Equity, Negotiation, Mergers, Strategic Planning, Funding, Trading, Mergers & Acquisitions, Corporate Finance, Start-ups, Venture Capital, Strategy, Entrepreneurship, Finance, Portfolio Management, Business Planning
Education
California Polytechnic State University-San Luis Obispo 1968 — 1972
Bachelor's degree, Business Administration and Management, General
William Train's Wells Fargo Bank, N.A. Experience 2005 - 2008
Job Analytics Consultant at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo September 2014 - Present
Bank of the West 2010 - September 2014
Del Monte Foods 2008 - 2010
Wells Fargo Bank, N.A. 2005 - 2008
Skills
Financial Modeling, Essbase, Financial Analysis, Variance Analysis, Cognos, Forecasting, Strategic Financial..., Finance, Financial Reporting, Banking, Budgets, Financial Planning, Portfolio Management
Education
California State University-East Bay 1998 — 2003
B.S., Business Administration - Accounting
Wells Fargo September 2014 - Present
Bank of the West 2010 - September 2014
Del Monte Foods 2008 - 2010
Wells Fargo Bank, N.A. 2005 - 2008
Skills
Financial Modeling, Essbase, Financial Analysis, Variance Analysis, Cognos, Forecasting, Strategic Financial..., Finance, Financial Reporting, Banking, Budgets, Financial Planning, Portfolio Management
Education
California State University-East Bay 1998 — 2003
B.S., Business Administration - Accounting
J. Brandon Thornock, MBA, MHA's Wells Fargo Bank, N.A. Experience 2002 - 2010
Job Director of Clinical Operations at Shasta Community Health Center
Industry Hospital & Health Care
Experience
Shasta Community Health Center July 2013 - Present
Intermountain Healthcare December 2010 - July 2013
Wells Fargo Bank, N.A. 2002 - 2010
Skills
Management, Microsoft Office, Healthcare Management, Healthcare, Strategic Planning, Analysis, Leadership, Physician Relations, Process Improvement, Hospitals, Data Analysis, Customer Service, Team Building, HIPAA, Microsoft Excel, Operations Management, Public Speaking, Project Management, Budgets, PowerPoint, Employee Relations, Financial Analysis, Training, Coaching, Healthcare Information..., EMR, Access, Revenue Cycle
Education
Weber State University 2011 — 2012
MHA, Health Administration
University of Utah - David Eccles School of Business 2009 — 2011
MBA, Business Operations
Brigham Young University 2002 — 2006
B.S., Business Management, Entrepreneurship
Shasta Community Health Center July 2013 - Present
Intermountain Healthcare December 2010 - July 2013
Wells Fargo Bank, N.A. 2002 - 2010
Skills
Management, Microsoft Office, Healthcare Management, Healthcare, Strategic Planning, Analysis, Leadership, Physician Relations, Process Improvement, Hospitals, Data Analysis, Customer Service, Team Building, HIPAA, Microsoft Excel, Operations Management, Public Speaking, Project Management, Budgets, PowerPoint, Employee Relations, Financial Analysis, Training, Coaching, Healthcare Information..., EMR, Access, Revenue Cycle
Education
Weber State University 2011 — 2012
MHA, Health Administration
University of Utah - David Eccles School of Business 2009 — 2011
MBA, Business Operations
Brigham Young University 2002 — 2006
B.S., Business Management, Entrepreneurship
Sean Gebauer's Wells Fargo Bank, N.A. Experience 2001 - Present
Job Mortgage Consultant at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Home Mortgage February 2001 - Present
Wells Fargo Bank, N.A. 2001 - Present
Skills
Sales, Investment Properties, Refinance, Customer Service, Real Estate, Mortgage Lending, Loan Origination, FHA, Credit, Residential Homes, REO, Foreclosures, First Time Home Buyers
Education
California State University Stanislaus
Bacherlor's , Business, Management, Marketing, and Related Support Services
Wells Fargo Home Mortgage February 2001 - Present
Wells Fargo Bank, N.A. 2001 - Present
Skills
Sales, Investment Properties, Refinance, Customer Service, Real Estate, Mortgage Lending, Loan Origination, FHA, Credit, Residential Homes, REO, Foreclosures, First Time Home Buyers
Education
California State University Stanislaus
Bacherlor's , Business, Management, Marketing, and Related Support Services
Gerald Chow's Wells Fargo Bank, N.A. Experience May 1985 - October 1995
Job President at Rio Mesa Golf, Inc. dba River Park Golf Center
Industry Management Consulting
Experience
Rio Mesa Golf, Inc. dba River Park Golf Center September 2010 - Present
Warmerdam Packing April 2002 - February 2010
Bank of Visalia (currently Valley Business Bank) January 1998 - April 2002
Wells Fargo Bank, N.A. May 1985 - October 1995
Skills
Finance, Management, Budgets, Risk Management, Due Diligence, Portfolio Management, Investments, Valuation, Marketing, Internal Audit
Education
California State University-Fresno 1976 — 1978
BS, Accounting and Finance
Rio Mesa Golf, Inc. dba River Park Golf Center September 2010 - Present
Warmerdam Packing April 2002 - February 2010
Bank of Visalia (currently Valley Business Bank) January 1998 - April 2002
Wells Fargo Bank, N.A. May 1985 - October 1995
Skills
Finance, Management, Budgets, Risk Management, Due Diligence, Portfolio Management, Investments, Valuation, Marketing, Internal Audit
Education
California State University-Fresno 1976 — 1978
BS, Accounting and Finance
Ferdinand B. Soriano's Wells Fargo Bank, N.A. Experience July 2010 - July 2013
Job Relationship Sales And Effective Marketing Professional
Industry Financial Services
Experience
Wells Fargo Bank, N.A. July 2010 - July 2013
Wells Fargo Home Mortgage March 2009 - June 2010
Drexel Lending Group February 2008 - February 2009
JP Morgan Chase Home Equity March 2003 - February 2008
PCFS Mortgage March 2001 - March 2003
Mortgagenet@work 2000 - 2001
Countrywide Mortgage Services 2000 - 2001
Skills
Small Business Lending, Loan Origination, Voice Over Talent, Notary Public, Event Planning, Sales Management, Customer Engagement, Customer Relations, Promotions, Consulting, Coordinator, Public Speaking, Facilitators, Underwriting, Customer Service, Sales, Real Estate, Selling, Mortgage Banking, Refinance, Investment Properties, First Time Home Buyers, Leadership, Business Development
Education
California State University-Northridge
Marketing
University of Phoenix
Bachelor of Science, Business Management
Wells Fargo Bank, N.A. July 2010 - July 2013
Wells Fargo Home Mortgage March 2009 - June 2010
Drexel Lending Group February 2008 - February 2009
JP Morgan Chase Home Equity March 2003 - February 2008
PCFS Mortgage March 2001 - March 2003
Mortgagenet@work 2000 - 2001
Countrywide Mortgage Services 2000 - 2001
Skills
Small Business Lending, Loan Origination, Voice Over Talent, Notary Public, Event Planning, Sales Management, Customer Engagement, Customer Relations, Promotions, Consulting, Coordinator, Public Speaking, Facilitators, Underwriting, Customer Service, Sales, Real Estate, Selling, Mortgage Banking, Refinance, Investment Properties, First Time Home Buyers, Leadership, Business Development
Education
California State University-Northridge
Marketing
University of Phoenix
Bachelor of Science, Business Management
James Savelsberg's Wells Fargo Bank, N.A. Experience December 2011 - Present
Job Store Manager (Current Position) at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. December 2011 - Present
Wells Fargo Bank, N.A. January 2010 - December 2011
Wells Fargo May 2006 - January 2010
Wells Fargo August 2004 - June 2006
University Club, Colorado State University August 2003 - June 2004
DJ Guy Professional Disc Jockey June 2000 - June 2004
Skills
Small Business Lending, Retail Banking, Mortgage Lending, Banking, Cross Selling, Loans, Credit, Consumer Lending, Sales, Strategic Planning, Portfolio Management, Customer Service, Lines Of Credit, Training, Coaching skills, Management, Commercial Banking, Strategy, Coaching
Education
Colorado State University 1999 — 2004
Liberal Arts, Public Relations emphasis, Public Relations
Colorado State University 1999 — 2004
Liberal Arts, Public Relations, Technical Journalism, Public Relations
Wells Fargo Bank, N.A. December 2011 - Present
Wells Fargo Bank, N.A. January 2010 - December 2011
Wells Fargo May 2006 - January 2010
Wells Fargo August 2004 - June 2006
University Club, Colorado State University August 2003 - June 2004
DJ Guy Professional Disc Jockey June 2000 - June 2004
Skills
Small Business Lending, Retail Banking, Mortgage Lending, Banking, Cross Selling, Loans, Credit, Consumer Lending, Sales, Strategic Planning, Portfolio Management, Customer Service, Lines Of Credit, Training, Coaching skills, Management, Commercial Banking, Strategy, Coaching
Education
Colorado State University 1999 — 2004
Liberal Arts, Public Relations emphasis, Public Relations
Colorado State University 1999 — 2004
Liberal Arts, Public Relations, Technical Journalism, Public Relations
Jane Quaintance's Wells Fargo Bank, N.A. Experience October 2002 - November 2011
Job Underwriter at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2011 - Present
Wells Fargo Bank, N.A. October 2002 - November 2011
Smith Schafer & Associates 1996 - 2002
Access Cash Int'l 1995 - 1996
McGladrey & Pullen 1989 - 1995
Skills
Credit, Commercial Banking, Credit Analysis, Loans
Education
Augsburg College 1985 — 1986
Accounting Major
Wartburg College 1978 — 1982
BA, Business Admin & Economics
Wells Fargo November 2011 - Present
Wells Fargo Bank, N.A. October 2002 - November 2011
Smith Schafer & Associates 1996 - 2002
Access Cash Int'l 1995 - 1996
McGladrey & Pullen 1989 - 1995
Skills
Credit, Commercial Banking, Credit Analysis, Loans
Education
Augsburg College 1985 — 1986
Accounting Major
Wartburg College 1978 — 1982
BA, Business Admin & Economics
Veronica V. Saucedo [LION]*'s Wells Fargo Bank, N.A. Experience October 2000 - May 2004
Job Notary Public & Loan Signing Agent
Industry Real Estate
Experience
Veronica V. Saucedo January 2011 - Present
AppleOne Employment Services April 2014 - September 2014
Aerotek April 2011 - March 2012
Pro-Hire, Inc. September 2010 - October 2010
Select Staffing May 2007 - March 2010
Plum Financial Group February 2009 - September 2009
Xpress Mortgage Corp. July 2005 - December 2008
Century 21 Premier Realty June 2004 - June 2005
Wells Fargo Bank, N.A. October 2000 - May 2004
Skills
Short Sales, Mortgage Lending, Recruiting, Real Estate, Foreclosures, Sales, Customer Service, Marketing, Real Estate Transactions, Human Resources, Accounts Receivable, Banking, Contract Negotiation, Insurance, Finance, Loans, Management, Microsoft Excel, Notary Public, Social Media, Payroll, PeopleSoft, Negotiation, Outlook, Time Management, Nonprofits, Residential Homes, Software Documentation, Small Business, CRM, REO, Sellers, Accounting, Credit
Education
City College of San Francisco 1999 — 2001
Finance & Real Estate
Veronica V. Saucedo January 2011 - Present
AppleOne Employment Services April 2014 - September 2014
Aerotek April 2011 - March 2012
Pro-Hire, Inc. September 2010 - October 2010
Select Staffing May 2007 - March 2010
Plum Financial Group February 2009 - September 2009
Xpress Mortgage Corp. July 2005 - December 2008
Century 21 Premier Realty June 2004 - June 2005
Wells Fargo Bank, N.A. October 2000 - May 2004
Skills
Short Sales, Mortgage Lending, Recruiting, Real Estate, Foreclosures, Sales, Customer Service, Marketing, Real Estate Transactions, Human Resources, Accounts Receivable, Banking, Contract Negotiation, Insurance, Finance, Loans, Management, Microsoft Excel, Notary Public, Social Media, Payroll, PeopleSoft, Negotiation, Outlook, Time Management, Nonprofits, Residential Homes, Software Documentation, Small Business, CRM, REO, Sellers, Accounting, Credit
Education
City College of San Francisco 1999 — 2001
Finance & Real Estate
Kyla Clavelle's Wells Fargo Bank, N.A. Experience February 2012 - Present
Job Business Banker 2 at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. February 2012 - Present
Bank of America May 2007 - November 2011
Skills
Critical Thinking, Leadership, Negotiation, Training, Sales, Marketing, Call Centers, Selling, Human Resources, Customer Service, Outsourcing, Finance, Customer Retention, Customer Satisfaction, Analysis
Education
Central Piedmont Community College
Political Science and Government
Wells Fargo Bank, N.A. February 2012 - Present
Bank of America May 2007 - November 2011
Skills
Critical Thinking, Leadership, Negotiation, Training, Sales, Marketing, Call Centers, Selling, Human Resources, Customer Service, Outsourcing, Finance, Customer Retention, Customer Satisfaction, Analysis
Education
Central Piedmont Community College
Political Science and Government
Don Zatroch's Wells Fargo Bank, N.A. Experience April 1999 - Present
Job Banking Professional
Industry Banking
Experience
Wells Fargo Bank, N.A. April 1999 - Present
Skills
Team Building, Customer Service, Public Speaking, Call Centers, Training, Analysis, Microsoft Office, Leadership Development, Management, Leadership, Outlook, Employee Training, Customer Satisfaction, PowerPoint, Coaching, Program Management, Community Outreach
Education
Cleveland State University
Bachelor of Arts, Social Services
Gordon Conwell Theological Seminary
Master of Divinity, Urban Ministry
John Marshall High School, Cleveland, OH
Wells Fargo Bank, N.A. April 1999 - Present
Skills
Team Building, Customer Service, Public Speaking, Call Centers, Training, Analysis, Microsoft Office, Leadership Development, Management, Leadership, Outlook, Employee Training, Customer Satisfaction, PowerPoint, Coaching, Program Management, Community Outreach
Education
Cleveland State University
Bachelor of Arts, Social Services
Gordon Conwell Theological Seminary
Master of Divinity, Urban Ministry
John Marshall High School, Cleveland, OH
David Allman's Wells Fargo Bank, N.A. Experience April 2005 - Present
Job Managing Director at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2005 - Present
ABN AMRO Bank N.V. September 1999 - April 2005
Education
Baylor University 1991 — 1994
BBA Finance, Finance
Wells Fargo Bank, N.A. April 2005 - Present
ABN AMRO Bank N.V. September 1999 - April 2005
Education
Baylor University 1991 — 1994
BBA Finance, Finance
Barry Somrock's Wells Fargo Bank, N.A. Experience December 2012 - Present
Job Asst. Group Controller at Wells Fargo Bank N.A.
Industry Financial Services
Experience
Wells Fargo Bank N.A. December 2012 - Present
Wells Fargo Bank November 2009 - November 2012
Wells Fargo Bank, N.A. November 2005 - November 2009
Wells Fargo October 2004 - November 2005
Wells Fargo December 1999 - October 2004
Education
Bemidji State University 1990 — 1992
Bachelor of Science (B.S.), Accounting
Wells Fargo Bank N.A. December 2012 - Present
Wells Fargo Bank November 2009 - November 2012
Wells Fargo Bank, N.A. November 2005 - November 2009
Wells Fargo October 2004 - November 2005
Wells Fargo December 1999 - October 2004
Education
Bemidji State University 1990 — 1992
Bachelor of Science (B.S.), Accounting
Marc Chandler's Wells Fargo Bank, N.A. Experience January 1997 - October 2001
Job Banking Professional
Industry Banking
Experience
BBVA Compass February 2007 - November 2011
KeyBank December 2005 - November 2006
Bank One October 2001 - April 2004
Wells Fargo Bank January 1997 - October 2001
Wells Fargo Bank, N.A. January 1997 - October 2001
National Quality Review February 1997 - August 1997
Scudder, Stevens, & Clark January 1994 - November 1996
Dean Witter Reynolds December 1992 - December 1993
Shawmut Bank September 1990 - December 1992
Education
Babson College 1988 — 1991
Bachelor of Science, Finance & Economics
BBVA Compass February 2007 - November 2011
KeyBank December 2005 - November 2006
Bank One October 2001 - April 2004
Wells Fargo Bank January 1997 - October 2001
Wells Fargo Bank, N.A. January 1997 - October 2001
National Quality Review February 1997 - August 1997
Scudder, Stevens, & Clark January 1994 - November 1996
Dean Witter Reynolds December 1992 - December 1993
Shawmut Bank September 1990 - December 1992
Education
Babson College 1988 — 1991
Bachelor of Science, Finance & Economics
Daniel Willard's Wells Fargo Bank, N.A. Experience January 2012 - September 2015
Job TFA at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management September 2015 - Present
Wells Fargo Bank, N.A. January 2012 - September 2015
First PREMIER Bank – PREMIER Bankcard June 2009 - January 2012
Lehman Brothers August 2008 - September 2008
United States Army April 1999 - September 2004
Skills
Leadership, Team Building, Investments, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Finance, Analysis, Strategic Planning, Credit, Sales, Small Business, Policy Analysis, Policy, Community Outreach, Grassroots Organizing, Public Speaking, Strategic Communications
Education
University of Nebraska-Lincoln
Master of Science (MS), Family Financial Planning
Bellevue University
Bachelor of Science (BS), Business
Merrill Lynch Wealth Management September 2015 - Present
Wells Fargo Bank, N.A. January 2012 - September 2015
First PREMIER Bank – PREMIER Bankcard June 2009 - January 2012
Lehman Brothers August 2008 - September 2008
United States Army April 1999 - September 2004
Skills
Leadership, Team Building, Investments, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Finance, Analysis, Strategic Planning, Credit, Sales, Small Business, Policy Analysis, Policy, Community Outreach, Grassroots Organizing, Public Speaking, Strategic Communications
Education
University of Nebraska-Lincoln
Master of Science (MS), Family Financial Planning
Bellevue University
Bachelor of Science (BS), Business
Rebecca Goulding's Wells Fargo Bank, N.A. Experience January 2010 - Present
Job
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2010 - Present
Wells Fargo September 2007 - January 2010
Wachovia Wealth Management June 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning
Education
Appalachian State University 1987 — 1991
Business Administration and Management, General
Appalachian State University
Master of Business Administration (MBA), currently enrolled
Wells Fargo Bank, N.A. January 2010 - Present
Wells Fargo September 2007 - January 2010
Wachovia Wealth Management June 2006 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning
Education
Appalachian State University 1987 — 1991
Business Administration and Management, General
Appalachian State University
Master of Business Administration (MBA), currently enrolled
Charity Frank's Wells Fargo Bank, N.A. Experience September 2008 - Present
Job Personal Banker at Wells Fargo Bank, N.A
Industry Financial Services
Experience
Wells Fargo Bank, N.A. September 2008 - Present
Skills
Credit, Loans
Education
California State University-San Bernardino 2004 — 2006
Bachelor's degree, Communication and Media Studies
California State Polytechnic University-Pomona 2002 — 2003
Radio and Television Broadcasting Technology/Technician
California State University, Los Angeles - College of Business and Economics 2001 — 2002
Broadcast Journalism
Wells Fargo Bank, N.A. September 2008 - Present
Skills
Credit, Loans
Education
California State University-San Bernardino 2004 — 2006
Bachelor's degree, Communication and Media Studies
California State Polytechnic University-Pomona 2002 — 2003
Radio and Television Broadcasting Technology/Technician
California State University, Los Angeles - College of Business and Economics 2001 — 2002
Broadcast Journalism
Deedee Devol's Wells Fargo Bank, N.A. Experience April 2004 - October 2007
Job Recent BSU Grad
Industry Public Policy
Experience
Boise State University August 2011 - May 2015
2015 Idaho Legislative Session January 2015 - April 2015
Idaho Democratic Party August 2014 - December 2014
Pioneer Mortgage and Insurance May 2008 - October 2009
Wells Fargo Bank, N.A. April 2004 - October 2007
Wells Fargo Bank, N.A. March 2001 - April 2004
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Windows, English, Research, Public Policy, Community Outreach, Social Networking, Event Planning, Social Media, Nonprofits, Training
Education
BSU 2011 — 2015
Political Science, with an emphasis on American Government and Public Policy, Political Science with an emphasis on American Government and Public Policy
Boise State University 2011 — 2015
Bachelor's Degree, Political Science major, with an emphasis on American Government and Public Policy, 3.46 GPA
Boise State University 2011 — 2015
Bachelor's Degree, Internships
Boise State University August 2011 - May 2015
2015 Idaho Legislative Session January 2015 - April 2015
Idaho Democratic Party August 2014 - December 2014
Pioneer Mortgage and Insurance May 2008 - October 2009
Wells Fargo Bank, N.A. April 2004 - October 2007
Wells Fargo Bank, N.A. March 2001 - April 2004
Skills
Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Windows, English, Research, Public Policy, Community Outreach, Social Networking, Event Planning, Social Media, Nonprofits, Training
Education
BSU 2011 — 2015
Political Science, with an emphasis on American Government and Public Policy, Political Science with an emphasis on American Government and Public Policy
Boise State University 2011 — 2015
Bachelor's Degree, Political Science major, with an emphasis on American Government and Public Policy, 3.46 GPA
Boise State University 2011 — 2015
Bachelor's Degree, Internships
Theresa Burkart, MBA's Wells Fargo Bank, N.A. Experience July 2006 - February 2011
Job Business Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2011 - Present
Wells Fargo Bank, N.A. July 2006 - February 2011
Washington Mutual May 2005 - June 2006
Fox Wholesale Electric June 2001 - May 2005
International Commercial Bank of China November 1996 - December 2000
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Building, Project Management
Education
Ashford University 2011 — 2012
Master of Business Administration (MBA), Global Management, GPA 4.0
Ashford University 2011 — 2012
MBA, Global Management, GPA 4.0
University of Santo Tomas 1980 — 1984
AB Behavioral Science and Accounting
Wells Fargo February 2011 - Present
Wells Fargo Bank, N.A. July 2006 - February 2011
Washington Mutual May 2005 - June 2006
Fox Wholesale Electric June 2001 - May 2005
International Commercial Bank of China November 1996 - December 2000
Skills
Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Team Building, Project Management
Education
Ashford University 2011 — 2012
Master of Business Administration (MBA), Global Management, GPA 4.0
Ashford University 2011 — 2012
MBA, Global Management, GPA 4.0
University of Santo Tomas 1980 — 1984
AB Behavioral Science and Accounting
Andrea Osbon's Wells Fargo Bank, N.A. Experience January 2014 - Present
Job Business Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2014 - Present
Wells Fargo Bank, N.A. January 2013 - January 2014
Lloyds Banking Group January 2012 - November 2012
Skills
Retail Banking, Banking, Loans, Relationship Management, Commercial Banking
Education
University of East Anglia 2009 — 2010
Master of Arts (M.A.), Media and Cultural Politics
California State University-Long Beach 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Bank, N.A. January 2014 - Present
Wells Fargo Bank, N.A. January 2013 - January 2014
Lloyds Banking Group January 2012 - November 2012
Skills
Retail Banking, Banking, Loans, Relationship Management, Commercial Banking
Education
University of East Anglia 2009 — 2010
Master of Arts (M.A.), Media and Cultural Politics
California State University-Long Beach 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.