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
Eleanor Kas Eleanor Kas's Wells Fargo Bank, N.A. Experience 2008 - 2011
Job Advertising Creative Director, Retired
Industry Marketing and Advertising
Experience
Wells Fargo Bank, N.A. 2008 - 2011
Wachovia, A Wells Fargo Company 2006 - 2008
World Savings 2000 - 2006
Brierley & Partners August 1999 - January 2000
DDB Los Angeles 2000 - 2000
Kovel Kresser + Partners 1998 - 1999
Foote, Cone & Belding August 1993 - March 1998
Rapp Collins Worldwide October 1988 - March 1993
Cramer Krasselt October 1985 - October 1988
TBWA Italia April 1981 - December 1982
Skills
Direct Marketing, Integrated Marketing, Advertising, Marketing Communications, Direct Mail, Creative Direction, Email Marketing, Marketing Strategy, Copywriting, Marketing, Creative Strategy, Relationship Marketing, Adobe Creative Suite, Graphic Design, Art Direction, Strategy, Brand Development, Interactive Marketing, Corporate Branding, Digital Strategy
Education
Loyola University of Chicago
Bachelor of Arts, Modern Foreign Language and Literature
Loyola University, Rome Center
Purdue University
Roosevelt University
Marketing Communications
Wells Fargo Bank, N.A. 2008 - 2011
Wachovia, A Wells Fargo Company 2006 - 2008
World Savings 2000 - 2006
Brierley & Partners August 1999 - January 2000
DDB Los Angeles 2000 - 2000
Kovel Kresser + Partners 1998 - 1999
Foote, Cone & Belding August 1993 - March 1998
Rapp Collins Worldwide October 1988 - March 1993
Cramer Krasselt October 1985 - October 1988
TBWA Italia April 1981 - December 1982
Skills
Direct Marketing, Integrated Marketing, Advertising, Marketing Communications, Direct Mail, Creative Direction, Email Marketing, Marketing Strategy, Copywriting, Marketing, Creative Strategy, Relationship Marketing, Adobe Creative Suite, Graphic Design, Art Direction, Strategy, Brand Development, Interactive Marketing, Corporate Branding, Digital Strategy
Education
Loyola University of Chicago
Bachelor of Arts, Modern Foreign Language and Literature
Loyola University, Rome Center
Purdue University
Roosevelt University
Marketing Communications
Randy Stille Randy Stille's Wells Fargo Bank, N.A. Experience August 1988 - Present
Job VP Commerical Real Estate at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. August 1988 - Present
City of St. Anthony Village January 2004 - Present
Federal Deposit Insurance Corporation August 1986 - August 1988
Skills
Loans, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Real Estate Economics
Education
Dordt College 1979 — 1983
Bachelor of Arts (B.A.), Agribusiness/Agricultural Business Operations
Wells Fargo Bank, N.A. August 1988 - Present
City of St. Anthony Village January 2004 - Present
Federal Deposit Insurance Corporation August 1986 - August 1988
Skills
Loans, Mortgage Lending, Credit, Commercial Lending, Credit Analysis, Real Estate Economics
Education
Dordt College 1979 — 1983
Bachelor of Arts (B.A.), Agribusiness/Agricultural Business Operations
Elyssa Joy Verzosa Elyssa Joy Verzosa's Wells Fargo Bank, N.A. Experience October 2010 - November 2013
Job Private Banker & Business Specialist at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
KeyPoint Credit Union December 2013 - March 2014
Wells Fargo Bank, N.A. October 2010 - November 2013
Skills
Finance, Sales, Customer Service, Portfolio Management, Product Marketing, Investments, Sales Presentations, Social Media, Analysis, Business Acquisition, Banking, Banking Relationships, Account Management, Commercial Banking, Small Business...
Education
San Jose State University 2011 — 2013
Public Relations/Image Management
De Anza College 2010 — 2012
Associate of Arts (AA), Journalism & Mass Communications - Emphasis on Public Relations
JPMorgan Chase March 2014 - Present
KeyPoint Credit Union December 2013 - March 2014
Wells Fargo Bank, N.A. October 2010 - November 2013
Skills
Finance, Sales, Customer Service, Portfolio Management, Product Marketing, Investments, Sales Presentations, Social Media, Analysis, Business Acquisition, Banking, Banking Relationships, Account Management, Commercial Banking, Small Business...
Education
San Jose State University 2011 — 2013
Public Relations/Image Management
De Anza College 2010 — 2012
Associate of Arts (AA), Journalism & Mass Communications - Emphasis on Public Relations
Kelly (Stocksdale) Nicholls Kelly (Stocksdale) Nicholls's Wells Fargo Bank, N.A. Experience May 2015 - Present
Job Treasury Management Sales Analyst
Industry Banking
Experience
Wells Fargo Bank, N.A. May 2015 - Present
Wells Fargo Bank, N.A. April 2012 - Present
Ace Party Rental September 2010 - April 2012
Cumulus Broadcasting August 2009 - September 2010
Holiday Inn Hotel & Suites 2008 - 2009
Skills
Event Management, Treasury Management, Event Planning, Meeting Planning, Corporate Events, Sales Operations, Marketing, CTP, Sales, Training, Trade Shows, Strategy, Social Media Marketing, Management, Customer Service, Facebook, Budgets, Leadership, Social Media, Team Building
Education
Indiana University Bloomington 2004 — 2008
BA, Telecommunications, Communications & Culture
Wells Fargo Bank, N.A. May 2015 - Present
Wells Fargo Bank, N.A. April 2012 - Present
Ace Party Rental September 2010 - April 2012
Cumulus Broadcasting August 2009 - September 2010
Holiday Inn Hotel & Suites 2008 - 2009
Skills
Event Management, Treasury Management, Event Planning, Meeting Planning, Corporate Events, Sales Operations, Marketing, CTP, Sales, Training, Trade Shows, Strategy, Social Media Marketing, Management, Customer Service, Facebook, Budgets, Leadership, Social Media, Team Building
Education
Indiana University Bloomington 2004 — 2008
BA, Telecommunications, Communications & Culture
William L. Braude, Jr. William L. Braude, Jr.'s Wells Fargo Bank, N.A. Experience August 2015 - Present
Job Registered Personal Banker at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. August 2015 - Present
Wells Fargo Advisors, LLC April 2014 - August 2015
Merrill Lynch March 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Windows, Photoshop, Financial Modeling, Investments, Finance, Leadership, Retirement, Marketing
Education
Jacksonville University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Alabama
Wells Fargo Bank, N.A. August 2015 - Present
Wells Fargo Advisors, LLC April 2014 - August 2015
Merrill Lynch March 2013 - April 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Windows, Photoshop, Financial Modeling, Investments, Finance, Leadership, Retirement, Marketing
Education
Jacksonville University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
University of Alabama
Michael Bjorge's Wells Fargo Bank, N.A. Experience March 2008 - October 2011
Job Consumer Loan Underwriter at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Washington Federal February 2014 - January 2015
Wells Fargo Home Mortgage November 2011 - October 2013
Wells Fargo Bank, N.A. March 2008 - October 2011
Lending Consultants Network, Inc. June 2002 - March 2008
Skills
Credit Analysis, Mortgage Lending, Banking, Loan Origination, Credit Risk, Mortgage Banking, Consumer Lending, Commercial Lending, Commercial Banking, Retail Banking, Refinance, Underwriting, Small Business Lending, FHA, Financial Risk, Mortgage Underwriting
Education
Montana State University-Bozeman 1985 — 1990
Bachelor of Arts, Speech Communication and Business Administration, graduate
Wells Fargo January 2015 - Present
Washington Federal February 2014 - January 2015
Wells Fargo Home Mortgage November 2011 - October 2013
Wells Fargo Bank, N.A. March 2008 - October 2011
Lending Consultants Network, Inc. June 2002 - March 2008
Skills
Credit Analysis, Mortgage Lending, Banking, Loan Origination, Credit Risk, Mortgage Banking, Consumer Lending, Commercial Lending, Commercial Banking, Retail Banking, Refinance, Underwriting, Small Business Lending, FHA, Financial Risk, Mortgage Underwriting
Education
Montana State University-Bozeman 1985 — 1990
Bachelor of Arts, Speech Communication and Business Administration, graduate
Rachel Salminen, CTFA's Wells Fargo Bank, N.A. Experience February 2013 - Present
Job Trust Administrator, AVP
Industry Financial Services
Experience
Wells Fargo Bank, N.A. February 2013 - Present
Wells Fargo Bank, N.A April 2005 - February 2013
Wells Fargo Bank, N.A September 2001 - April 2005
Skills
Trust, Wealth Management, Investments, Financial Statements, Banking, Superior Client Service, Diversity & Inclusion..., Cultural Diversity, Travel, High Net Worth..., Interpersonal..., Intercultural...
Education
Minneapolis Community and Technical College 2012 — 2015
Associate's Degree
Wells Fargo Bank, N.A. February 2013 - Present
Wells Fargo Bank, N.A April 2005 - February 2013
Wells Fargo Bank, N.A September 2001 - April 2005
Skills
Trust, Wealth Management, Investments, Financial Statements, Banking, Superior Client Service, Diversity & Inclusion..., Cultural Diversity, Travel, High Net Worth..., Interpersonal..., Intercultural...
Education
Minneapolis Community and Technical College 2012 — 2015
Associate's Degree
Sean Yeager's Wells Fargo Bank, N.A. Experience 2001 - 2003
Job Beverage Steward at Safeway
Industry Food & Beverages
Experience
Safeway 2010 - Present
Safeway, Inc. 2003 - 2010
Wells Fargo Bank, N.A. 2001 - 2003
ArtInsider.com 1999 - 2001
Warner Bros Studio Stores 1994 - 1999
Skills
Wine, Food, Inventory Management, Human Resource, Risk Management, Food & Beverage, Retail, Merchandising, Beer, Customer Service, Food Safety, Inventory Control, Wine Tasting, Menu Development, Alcoholic Beverages, Event Planning, Schedules, Project Sales, Labor Relations, Interviews, Employee Training, Employee Wellness, Employee Benefits, Employee Relations
Education
George Mason University 2013 — 2013
Certificate, Human Resources Management and Services
Alison.com 2012 — 2012
Essentials of Human Resource Management, Human Resources Management/Personnel Administration, General, Diploma
Safeway 2010 - Present
Safeway, Inc. 2003 - 2010
Wells Fargo Bank, N.A. 2001 - 2003
ArtInsider.com 1999 - 2001
Warner Bros Studio Stores 1994 - 1999
Skills
Wine, Food, Inventory Management, Human Resource, Risk Management, Food & Beverage, Retail, Merchandising, Beer, Customer Service, Food Safety, Inventory Control, Wine Tasting, Menu Development, Alcoholic Beverages, Event Planning, Schedules, Project Sales, Labor Relations, Interviews, Employee Training, Employee Wellness, Employee Benefits, Employee Relations
Education
George Mason University 2013 — 2013
Certificate, Human Resources Management and Services
Alison.com 2012 — 2012
Essentials of Human Resource Management, Human Resources Management/Personnel Administration, General, Diploma
Molly Nickal Molly Nickal's Wells Fargo Bank, N.A. Experience July 2014 - April 2015
Job Senior Portfolio Manager, VP at Summit Bank & Trust
Industry Banking
Experience
Summit Bank & Trust April 2015 - Present
Wells Fargo Bank N.A. July 2014 - April 2015
Wells Fargo Bank, N.A. November 2012 - June 2014
Wells Fargo Capital Finance February 2012 - August 2012
Wells Fargo Bank, N.A. August 2005 - April 2012
Skills
Credit Analysis, Credit, Commercial Banking, Underwriting, Portfolio Management, Risk Management, Risk Assessment, Management
Education
Minnesota State University, Mankato
Bachelors, Finance
Summit Bank & Trust April 2015 - Present
Wells Fargo Bank N.A. July 2014 - April 2015
Wells Fargo Bank, N.A. November 2012 - June 2014
Wells Fargo Capital Finance February 2012 - August 2012
Wells Fargo Bank, N.A. August 2005 - April 2012
Skills
Credit Analysis, Credit, Commercial Banking, Underwriting, Portfolio Management, Risk Management, Risk Assessment, Management
Education
Minnesota State University, Mankato
Bachelors, Finance
Christopher Fain Christopher Fain's Wells Fargo Bank, N.A. Experience June 2011 - Present
Job Director Derivatives Documentation Specialist at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2011 - Present
RBS June 2008 - June 2011
ABN AMRO Bank N.V. July 2003 - June 2011
Loyola University Chicago School of Law - Federal Tax Clinic January 2002 - July 2003
Loyola University School of Law - Business and Corporate Governance Law Clinic August 2001 - July 2003
Chicago Stock Exchange June 2002 - September 2002
University of Florida January 1999 - August 1999
The Club Pelican Bay April 1992 - August 1998
Skills
Banking, Derivatives, Entrepreneurship, Fixed Income, Securities, Legal Writing, Team Building, Portfolio Management, Credit, Structured Finance, Options, Software Documentation, Risk Management, Capital Markets, Corporate Law, Equities, FX Options, Structured Products
Education
Loyola University Chicago School of Law 2000 — 2003
J.D., Law
University of Florida - Warrington College of Business Administration 1998 — 1999
B.S.B.A., Finance, Economics
Wells Fargo Bank, N.A. June 2011 - Present
RBS June 2008 - June 2011
ABN AMRO Bank N.V. July 2003 - June 2011
Loyola University Chicago School of Law - Federal Tax Clinic January 2002 - July 2003
Loyola University School of Law - Business and Corporate Governance Law Clinic August 2001 - July 2003
Chicago Stock Exchange June 2002 - September 2002
University of Florida January 1999 - August 1999
The Club Pelican Bay April 1992 - August 1998
Skills
Banking, Derivatives, Entrepreneurship, Fixed Income, Securities, Legal Writing, Team Building, Portfolio Management, Credit, Structured Finance, Options, Software Documentation, Risk Management, Capital Markets, Corporate Law, Equities, FX Options, Structured Products
Education
Loyola University Chicago School of Law 2000 — 2003
J.D., Law
University of Florida - Warrington College of Business Administration 1998 — 1999
B.S.B.A., Finance, Economics
Jennifer Morrissey Jennifer Morrissey's Wells Fargo Bank, N.A. Experience October 2012 - August 2014
Job StayAtHome Mom
Industry Management Consulting
Experience
Stay-At-Home Mom August 2014 - Present
Wells Fargo Bank, N.A. October 2012 - August 2014
Bank of America, N.A. May 2007 - September 2012
Skills
Management, Retail Banking, Sales Management, Compliance, Staff Development, Team Building, Corporate Communications, Community Outreach, Cold Calling, Interviews, Classroom, E-Learning, Microsoft Excel, Managerial Finance, HR Policies, Internet, Internal Audit, Internal Communications, K-12, Lead Generation, Microsoft Office, Microsoft Word, Social Media, New Business Development, Networking, Organization, PowerPoint, Proofreading, Strategic Partnerships, Tutoring, Translation, Typing, Windows, Youth Development, Youth Mentoring, Sales, Banking, Customer Service, Lines Of Credit, Employee Training, Consumer Lending, Small Business Lending, Outlook, Home Equity Loans, Home Equity Lines of..., Branch Management, Deposits, Loan Origination, Cross Selling, Retail
Education
Richard Stockton College of New Jersey 2004 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
West Virginia University 2004 — 2005
Fordham University 2003 — 2003
Stay-At-Home Mom August 2014 - Present
Wells Fargo Bank, N.A. October 2012 - August 2014
Bank of America, N.A. May 2007 - September 2012
Skills
Management, Retail Banking, Sales Management, Compliance, Staff Development, Team Building, Corporate Communications, Community Outreach, Cold Calling, Interviews, Classroom, E-Learning, Microsoft Excel, Managerial Finance, HR Policies, Internet, Internal Audit, Internal Communications, K-12, Lead Generation, Microsoft Office, Microsoft Word, Social Media, New Business Development, Networking, Organization, PowerPoint, Proofreading, Strategic Partnerships, Tutoring, Translation, Typing, Windows, Youth Development, Youth Mentoring, Sales, Banking, Customer Service, Lines Of Credit, Employee Training, Consumer Lending, Small Business Lending, Outlook, Home Equity Loans, Home Equity Lines of..., Branch Management, Deposits, Loan Origination, Cross Selling, Retail
Education
Richard Stockton College of New Jersey 2004 — 2007
Bachelor of Arts (BA), Business Administration and Management, General
West Virginia University 2004 — 2005
Fordham University 2003 — 2003
John Shulak John Shulak's Wells Fargo Bank, N.A. Experience January 2001 - January 2004
Job Private Mortgage Banker, Builder Division, Wells Fargo Home Mortgage, NMLSR ID 869924
Industry Banking
Experience
Wells Fargo Home Mortgage NMLSR ID 869924 October 2014 - Present
Keller Williams Realty Beverly Hills October 2014 - Present
Keller Williams Realty March 2013 - September 2014
Citi March 2012 - September 2014
Bank of America October 2006 - March 2012
Wells Fargo Home Mortgage January 2003 - October 2006
Wells Fargo Bank, N.A. January 2001 - January 2004
Skills
FHA, REO, Mortgage, Loans, Credit, Mortgage Lending, VA, First Time Home Buyers, Conventional, Purchase, Refinance, Underwriting, Loan Origination, VA loans, Conforming, Mortgage Banking, Mortgage Industry, Credit Analysis, Banking, Construction Loans, FHA financing, Real Estate Finance, Home, Residential Mortgages, Government Loans, Investment Properties, Mortgage Planning, Real Estate, Non-Conforming, Home Equity Lines of..., First Time Buyers, Referrals, Finance, Real Estate Economics, Residential Homes, USDA
Education
Illinois Wesleyan University 1990 — 1994
Bachelor of Fine Arts, Music Theatre
Wells Fargo Home Mortgage NMLSR ID 869924 October 2014 - Present
Keller Williams Realty Beverly Hills October 2014 - Present
Keller Williams Realty March 2013 - September 2014
Citi March 2012 - September 2014
Bank of America October 2006 - March 2012
Wells Fargo Home Mortgage January 2003 - October 2006
Wells Fargo Bank, N.A. January 2001 - January 2004
Skills
FHA, REO, Mortgage, Loans, Credit, Mortgage Lending, VA, First Time Home Buyers, Conventional, Purchase, Refinance, Underwriting, Loan Origination, VA loans, Conforming, Mortgage Banking, Mortgage Industry, Credit Analysis, Banking, Construction Loans, FHA financing, Real Estate Finance, Home, Residential Mortgages, Government Loans, Investment Properties, Mortgage Planning, Real Estate, Non-Conforming, Home Equity Lines of..., First Time Buyers, Referrals, Finance, Real Estate Economics, Residential Homes, USDA
Education
Illinois Wesleyan University 1990 — 1994
Bachelor of Fine Arts, Music Theatre
David Kimbrell David Kimbrell's Wells Fargo Bank, N.A. Experience April 2006 - Present
Job Human Resources Manager at California Army National Guard
Industry Military
Experience
California Army National Guard August 2006 - Present
Wells Fargo Bank, N.A. April 2006 - Present
Verizon Online - Coleman and Associates, Enterprise November 2004 - March 2006
Skills
Military Operations, Military, Army, Team Leadership, Microsoft Office, Military Experience, Management, Customer Service, Leadership, Team Building, Human Resources, Training, Security Clearance, Government, Leadership Development
Education
Kaplan University 2010 — 2011
Associate's Degree, Paralegal Studies, 3.8
Saint Leo University 2008 — 2010
Master's Degree, Criminal Justice and Critical Incident Management, 3.8 Graduate GPA
Saint Leo University 2008 — 2009
Bachelor's Degree, Criminal Justice, 3.0
Saint Leo University 2005 — 2008
Associate's Degree, Liberl Arts, 3.0
California Army National Guard August 2006 - Present
Wells Fargo Bank, N.A. April 2006 - Present
Verizon Online - Coleman and Associates, Enterprise November 2004 - March 2006
Skills
Military Operations, Military, Army, Team Leadership, Microsoft Office, Military Experience, Management, Customer Service, Leadership, Team Building, Human Resources, Training, Security Clearance, Government, Leadership Development
Education
Kaplan University 2010 — 2011
Associate's Degree, Paralegal Studies, 3.8
Saint Leo University 2008 — 2010
Master's Degree, Criminal Justice and Critical Incident Management, 3.8 Graduate GPA
Saint Leo University 2008 — 2009
Bachelor's Degree, Criminal Justice, 3.0
Saint Leo University 2005 — 2008
Associate's Degree, Liberl Arts, 3.0
Raymond Harrison's Wells Fargo Bank, N.A. Experience October 2014 - November 2014
Job at
Industry Information Technology and Services
Experience
Macy's Inc. December 2014 - Present
Wells Fargo Bank, N.A. October 2014 - November 2014
Fireman's Fund Insurance Company October 2012 - September 2014
Wells Fargo Bank August 2011 - October 2012
Pacific Gas & Electric June 2008 - April 2011
Genentech July 2004 - May 2008
Blue Shield of California July 2002 - July 2004
SBC Directory 1997 - 2000
Network Equipment Technologies 1987 - 1996
Skills
Software Project..., Deployment Planning, Certified Scrum Master..., Program Management, Plannning, SDLC, Quality Assurance, IT Management, Oracle, Cross-functional Team..., Visio, Information Technology, Change Management, Project Planning, Testing, Vendor Management, Agile Methodologies, Team Leadership, Project Management, PMP, Requirements Analysis, Budgets, Resource Management, Integration, Management, IT Strategy, Data Center, Databases, Data Warehousing, MS Project
Education
Indiana University Bloomington
BA, Political Science
Macy's Inc. December 2014 - Present
Wells Fargo Bank, N.A. October 2014 - November 2014
Fireman's Fund Insurance Company October 2012 - September 2014
Wells Fargo Bank August 2011 - October 2012
Pacific Gas & Electric June 2008 - April 2011
Genentech July 2004 - May 2008
Blue Shield of California July 2002 - July 2004
SBC Directory 1997 - 2000
Network Equipment Technologies 1987 - 1996
Skills
Software Project..., Deployment Planning, Certified Scrum Master..., Program Management, Plannning, SDLC, Quality Assurance, IT Management, Oracle, Cross-functional Team..., Visio, Information Technology, Change Management, Project Planning, Testing, Vendor Management, Agile Methodologies, Team Leadership, Project Management, PMP, Requirements Analysis, Budgets, Resource Management, Integration, Management, IT Strategy, Data Center, Databases, Data Warehousing, MS Project
Education
Indiana University Bloomington
BA, Political Science
Erika Connelly Erika Connelly's Wells Fargo Bank, N.A. Experience March 2000 - Present
Job Learning & Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. March 2000 - Present
Norwest Bank MN April 1998 - February 2000
Norwest Services, Inc. July 1996 - March 1998
Skills
Learning Management, Project Management, Program Management, Strategy Development, Leadership and Talent..., Instructional Design, Vendor Management, Leadership Development, Change Management, Strategy
Education
University of St. Thomas 1998 — 2001
Master of Arts, Human Resource Development
Luther College 1992 — 1996
Bachelor of Arts, Business Management & Psychology
Wells Fargo Bank, N.A. March 2000 - Present
Norwest Bank MN April 1998 - February 2000
Norwest Services, Inc. July 1996 - March 1998
Skills
Learning Management, Project Management, Program Management, Strategy Development, Leadership and Talent..., Instructional Design, Vendor Management, Leadership Development, Change Management, Strategy
Education
University of St. Thomas 1998 — 2001
Master of Arts, Human Resource Development
Luther College 1992 — 1996
Bachelor of Arts, Business Management & Psychology
James Boney James Boney's Wells Fargo Bank, N.A. Experience April 2007 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2007 - Present
Bank of America, N.A. May 1994 - April 2007
The Federal Reserve Bank of Chicago April 1988 - May 1994
Skills
Banking, Management, Investments, CRM, Retirement Planning, Mutual Funds, Risk Management
Education
DePaul University
Master of Business Administation, Finance, General
University of Illinois at Chicago
Bachelor of Science (BS), Finance, General
Wells Fargo Bank, N.A. April 2007 - Present
Bank of America, N.A. May 1994 - April 2007
The Federal Reserve Bank of Chicago April 1988 - May 1994
Skills
Banking, Management, Investments, CRM, Retirement Planning, Mutual Funds, Risk Management
Education
DePaul University
Master of Business Administation, Finance, General
University of Illinois at Chicago
Bachelor of Science (BS), Finance, General
Amina Shabir's Wells Fargo Bank, N.A. Experience June 2004 - July 2011
Job AHA Employee Enrichment Leader & AppleCare Backfill Team Manager at Apple, Inc
Industry Consumer Electronics
Experience
Mehndi By Mina, Inc May 2014 - Present
Apple September 2014 - Present
Apple September 2013 - Present
Apple May 2012 - Present
Apple July 2013 - November 2013
Apple January 2013 - April 2013
Wells Fargo Bank, N.A. June 2004 - July 2011
Skills
Human Resources, Project Management, Office Administration, Management, Contact Centers, Customer Service, Executive Support, Organization, Communication, Critical Thinking, Creative Problem Solving, Recruiting, Staff Retention, Change Management, Team Leadership, Team Building, New Hire Orientations, Training, Staff Development, Performance Management, Help Desk Support, Compliance, Ergonomics, Business Process..., HR Policies, Key Performance..., Quality Assurance, Strategic Planning, Employee Engagement, Coaching, Leadership, Problem Solving, Time Management, Interviews
Education
California State University-Sacramento 2011 — 2013
Bachelor's degree, Business Administration: Human Resources Management & Organizational Behavior
Cosumnes River College 2009 — 2011
Associate's degree, Business Administration and Management, General
University of California, Davis 2004 — 2006
General Education, Human Development
Mehndi By Mina, Inc May 2014 - Present
Apple September 2014 - Present
Apple September 2013 - Present
Apple May 2012 - Present
Apple July 2013 - November 2013
Apple January 2013 - April 2013
Wells Fargo Bank, N.A. June 2004 - July 2011
Skills
Human Resources, Project Management, Office Administration, Management, Contact Centers, Customer Service, Executive Support, Organization, Communication, Critical Thinking, Creative Problem Solving, Recruiting, Staff Retention, Change Management, Team Leadership, Team Building, New Hire Orientations, Training, Staff Development, Performance Management, Help Desk Support, Compliance, Ergonomics, Business Process..., HR Policies, Key Performance..., Quality Assurance, Strategic Planning, Employee Engagement, Coaching, Leadership, Problem Solving, Time Management, Interviews
Education
California State University-Sacramento 2011 — 2013
Bachelor's degree, Business Administration: Human Resources Management & Organizational Behavior
Cosumnes River College 2009 — 2011
Associate's degree, Business Administration and Management, General
University of California, Davis 2004 — 2006
General Education, Human Development
Keith Crumpler's Wells Fargo Bank, N.A. Experience April 2013 - Present
Job Business Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank, N.A. April 2013 - Present
BB&T June 2011 - April 2013
Skills
Financial Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Business Planning, Credit, Banking, Consumer Lending, Sales
Education
Lee University 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo Bank, N.A. April 2013 - Present
BB&T June 2011 - April 2013
Skills
Financial Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Small Business Lending, Credit Analysis, Business Planning, Credit, Banking, Consumer Lending, Sales
Education
Lee University 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mark Unglaub - Farmers Insurance Agency Owner Mark Unglaub - Farmers Insurance Agency Owner's Wells Fargo Bank, N.A. Experience 2002 - 2005
Job Experienced property/casualty and life insurance agent who is a proud member of the respected Farmers Insurance team.
Industry Insurance
Experience
Farmers Insurance November 2011 - Present
The Mitchell Insurance Agency April 2007 - November 2011
Liberty Mutual Insurance 2005 - 2007
Wells Fargo Bank, N.A. 2002 - 2005
Nj Broadcasting, Inc. 1997 - 2002
Skills
Property, casualty and..., Property & Casualty..., Commercial Insurance, Insurance, Life Insurance, Health Insurance, Financial Services, Workers Compensation, Casualty, Term Life Insurance, Fixed Annuities, Mortgage Lending, General Insurance, Homeowners, Marketing, Estate Planning, Customer Service, Whole Life, Professional Liability, First Time Home Buyers, Disability Insurance, Underwriting, Investments, Commercial Lines, Umbrella Insurance, Claim, Medicare, Long Term Care Insurance, Small Business, Legal Liability, Employee Benefits, Management, Liability, Finance, Sales, Long-term Care, Brokers
Education
Kean University 1985 — 1988
B.S. Management Science, Marketing
Vernon Twp. High School, Class of '84
Farmers Insurance November 2011 - Present
The Mitchell Insurance Agency April 2007 - November 2011
Liberty Mutual Insurance 2005 - 2007
Wells Fargo Bank, N.A. 2002 - 2005
Nj Broadcasting, Inc. 1997 - 2002
Skills
Property, casualty and..., Property & Casualty..., Commercial Insurance, Insurance, Life Insurance, Health Insurance, Financial Services, Workers Compensation, Casualty, Term Life Insurance, Fixed Annuities, Mortgage Lending, General Insurance, Homeowners, Marketing, Estate Planning, Customer Service, Whole Life, Professional Liability, First Time Home Buyers, Disability Insurance, Underwriting, Investments, Commercial Lines, Umbrella Insurance, Claim, Medicare, Long Term Care Insurance, Small Business, Legal Liability, Employee Benefits, Management, Liability, Finance, Sales, Long-term Care, Brokers
Education
Kean University 1985 — 1988
B.S. Management Science, Marketing
Vernon Twp. High School, Class of '84
Brian L. White, MBA Brian L. White, MBA's Wells Fargo Bank, N.A. Experience 2009 - 2011
Job Solutions Architect at B2R Finance L.P.
Industry Information Technology and Services
Experience
B2R Finance L.P. March 2015 - Present
TEK Systems October 2014 - February 2015
Wells Fargo Bank April 2014 - September 2014
TIAA-CREF / TEK Systems 2013 - 2014
TIAA-CREF / TEK Systems 2012 - 2013
HF Financial, Mass Mutual General Agency 2011 - 2012
Wells Fargo Bank, N.A. 2009 - 2011
Wachovia Bank, N.A. 2001 - 2008
First Union Bank, N.A. 1995 - 2001
Skills
SDLC, Analysis, Management, Project Management, Strategy, Strategic Planning, Team Building, Enterprise Software, Vendor Management, Integration, Executive Management, Risk Management, Business Analysis, Process Improvement, Business Development, Business Process, Software Development, Training, Financial Services, Program Management, Banking, Cross-functional Team..., Team Leadership, Technical Project..., Infrastructure Planning, IT Leadership, Solutions Delivery, Enterprise Technology, Requirements Analysis &..., Business Process..., Vendor Relations, Supplier Sourcing, Emerging Technologies, Technical Implementation, Software Testing, Quality Control, Process Improvements, Staff Training, Budgeting, Cost Reduction
Education
Mansfield University of Pennsylvania
Bachelor of Science, Information Sciences
University of Phoenix - Online Campus
Master of Business Administration (MBA), Business Administration
B2R Finance L.P. March 2015 - Present
TEK Systems October 2014 - February 2015
Wells Fargo Bank April 2014 - September 2014
TIAA-CREF / TEK Systems 2013 - 2014
TIAA-CREF / TEK Systems 2012 - 2013
HF Financial, Mass Mutual General Agency 2011 - 2012
Wells Fargo Bank, N.A. 2009 - 2011
Wachovia Bank, N.A. 2001 - 2008
First Union Bank, N.A. 1995 - 2001
Skills
SDLC, Analysis, Management, Project Management, Strategy, Strategic Planning, Team Building, Enterprise Software, Vendor Management, Integration, Executive Management, Risk Management, Business Analysis, Process Improvement, Business Development, Business Process, Software Development, Training, Financial Services, Program Management, Banking, Cross-functional Team..., Team Leadership, Technical Project..., Infrastructure Planning, IT Leadership, Solutions Delivery, Enterprise Technology, Requirements Analysis &..., Business Process..., Vendor Relations, Supplier Sourcing, Emerging Technologies, Technical Implementation, Software Testing, Quality Control, Process Improvements, Staff Training, Budgeting, Cost Reduction
Education
Mansfield University of Pennsylvania
Bachelor of Science, Information Sciences
University of Phoenix - Online Campus
Master of Business Administration (MBA), Business Administration
Cassey Saunders Cassey Saunders's Wells Fargo Bank, N.A. Experience July 2009 - February 2011
Job Global Buyer at Columbia Sportswear
Industry Marketing and Advertising
Experience
Columbia Sportswear February 2011 - Present
Wells Fargo Bank, N.A. July 2009 - February 2011
Charles Schwab May 2008 - September 2008
State Farm Insurance Agency May 2007 - September 2007
Skills
Customer Service, Process Improvement, Management, Marketing, Team Leadership, Time Management, Event Planning, Social Networking, Public Relations, Public Speaking, Analysis, Cross-functional Team..., Supply Chain Management, Business Process..., Sourcing, Retail, Inventory Management, Advertising, Brand Management, Merchandising
Education
Linfield College 2005 — 2009
2009, Business Marketing and Mass Communications
Columbia Sportswear February 2011 - Present
Wells Fargo Bank, N.A. July 2009 - February 2011
Charles Schwab May 2008 - September 2008
State Farm Insurance Agency May 2007 - September 2007
Skills
Customer Service, Process Improvement, Management, Marketing, Team Leadership, Time Management, Event Planning, Social Networking, Public Relations, Public Speaking, Analysis, Cross-functional Team..., Supply Chain Management, Business Process..., Sourcing, Retail, Inventory Management, Advertising, Brand Management, Merchandising
Education
Linfield College 2005 — 2009
2009, Business Marketing and Mass Communications
Stuart Goodpasture Stuart Goodpasture's Wells Fargo Bank, N.A. Experience 2012 - Present
Job Senior Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. 2012 - Present
Bank of America Merrill Lynch 2008 - 2011
LaSalle Bank Corporation October 1994 - 2008
U.S. Department of Justice 1991 - 1993
State of Illinois 1987 - 1991
State of Illinois 1985 - 1987
State of Illinois 1980 - 1985
Skills
Relationship Management, Business Development, Business Strategy, Contract Negotiation, Human Capital Management
Education
Lake Forest Graduate School of Management 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
Illinois State Police Academy 1980 — 1981
University of Illinois at Chicago 1972 — 1980
Bachelor of Arts (BA), Criminal Justice/Law Enforcement Administration
New Trier High School 1968 — 1972
Wells Fargo Bank, N.A. 2012 - Present
Bank of America Merrill Lynch 2008 - 2011
LaSalle Bank Corporation October 1994 - 2008
U.S. Department of Justice 1991 - 1993
State of Illinois 1987 - 1991
State of Illinois 1985 - 1987
State of Illinois 1980 - 1985
Skills
Relationship Management, Business Development, Business Strategy, Contract Negotiation, Human Capital Management
Education
Lake Forest Graduate School of Management 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
Illinois State Police Academy 1980 — 1981
University of Illinois at Chicago 1972 — 1980
Bachelor of Arts (BA), Criminal Justice/Law Enforcement Administration
New Trier High School 1968 — 1972
Sues Alexander's Wells Fargo Bank, N.A. Experience November 2009 - Present
Job Vice President, Principal Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. November 2009 - Present
BB&T January 2001 - November 2009
Education
Jacksonville University 2005 — 2006
MBA, Accounting and Finance
Wells Fargo Bank, N.A. November 2009 - Present
BB&T January 2001 - November 2009
Education
Jacksonville University 2005 — 2006
MBA, Accounting and Finance
Teri Maki Teri Maki's Wells Fargo Bank, N.A. Experience November 2005 - November 2011
Job Commercial Real Estate Agent at Denny Elwell Company
Industry Real Estate
Experience
Denny Elwell Company June 2013 - Present
Iowa Realty Commercial January 2012 - May 2013
Wells Fargo Bank, N.A. November 2005 - November 2011
Brad Johnson Investments 1992 - 2005
Skills
Leases, Tenant, Retail, Dispositions, Budgeting, Landlord, Purchasing, Property Management, Negotiation, Site Selection, Contract Negotiation, Investment Properties, Real Estate, Customer Service, Construction Management, Microsoft Office, Customer Relations, Strategic Planning, Construction, Word, Valuation, Excel, Facilities Management, Research, Contract Management, Portfolio Management, Corporate Real Estate, Team Building, Asset Management, Marketing Strategy, Problem Solving, Relocation, Selling, Disposition, Microsoft Word, Location Intelligence, Lease Negotiations, Sellers, Real Estate Transactions, Brokerage, Real Estate Development, Commercial Real Estate, Real Estate Economics, Property, Lease Administration, Investors, Land Acquisition
Education
Des Moines Area Community College 1984 — 1986
AA, Business
Dowling High School
State of Iowa Real Estate License
Real Estate License, Real Estate
Upper Iowa University
Business
Denny Elwell Company June 2013 - Present
Iowa Realty Commercial January 2012 - May 2013
Wells Fargo Bank, N.A. November 2005 - November 2011
Brad Johnson Investments 1992 - 2005
Skills
Leases, Tenant, Retail, Dispositions, Budgeting, Landlord, Purchasing, Property Management, Negotiation, Site Selection, Contract Negotiation, Investment Properties, Real Estate, Customer Service, Construction Management, Microsoft Office, Customer Relations, Strategic Planning, Construction, Word, Valuation, Excel, Facilities Management, Research, Contract Management, Portfolio Management, Corporate Real Estate, Team Building, Asset Management, Marketing Strategy, Problem Solving, Relocation, Selling, Disposition, Microsoft Word, Location Intelligence, Lease Negotiations, Sellers, Real Estate Transactions, Brokerage, Real Estate Development, Commercial Real Estate, Real Estate Economics, Property, Lease Administration, Investors, Land Acquisition
Education
Des Moines Area Community College 1984 — 1986
AA, Business
Dowling High School
State of Iowa Real Estate License
Real Estate License, Real Estate
Upper Iowa University
Business
Lynda Mitchell Lynda Mitchell's Wells Fargo Bank, N.A. Experience January 1997 - January 2007
Job Gold Canyon Candle, LLC
Industry Consumer Goods
Experience
Samual I. White, P.C. 2008 - Present
Gold Canyn Candle, LLC November 2004 - Present
Wells Fargo Bank, N.A. January 1997 - January 2007
Skills
Retail, Customer Service, Beauty, Cosmetics, Beauty Industry, Direct Sales, Sales, Marketing, Social Networking, Event Planning, Team Building, Coaching
Education
Marysville Ohio
Mesa Community College
Samual I. White, P.C. 2008 - Present
Gold Canyn Candle, LLC November 2004 - Present
Wells Fargo Bank, N.A. January 1997 - January 2007
Skills
Retail, Customer Service, Beauty, Cosmetics, Beauty Industry, Direct Sales, Sales, Marketing, Social Networking, Event Planning, Team Building, Coaching
Education
Marysville Ohio
Mesa Community College
Jacob Sanders Jacob Sanders's Wells Fargo Bank, N.A. Experience June 2015 - Present
Job Sr Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2015 - Present
AECOM (formerly URS) March 2014 - February 2015
McKay Brothers, LLC December 2013 - March 2014
Quinn Interactive, Inc. March 2005 - March 2014
Radiant Nonprofit Management February 2005 - April 2005
Charles Schwab October 1995 - November 2001
Skills
Financial Modeling, Budgets, Cash Flow, Bookkeeping, Analytics, Financial Analysis, Project Management, E-commerce, Business Analysis, SQL, Web Development, Finance, Information Architecture, Process Improvement, Accounting, Web Analytics, General Ledger, Strategic Financial..., US GAAP, Forecasting, Financial Reporting, Management, Start-ups, Financial Statements, Leadership, Data Analysis, Analysis, Business Process, Salesforce.com, Managerial Finance, QuickBooks
Education
University of California, Davis - Graduate School of Management 2002 — 2004
MBA, Finance concentration
Hope College 1989 — 1993
BA, Business-French-PolySci composite major, Geology minor
Wells Fargo Bank, N.A. June 2015 - Present
AECOM (formerly URS) March 2014 - February 2015
McKay Brothers, LLC December 2013 - March 2014
Quinn Interactive, Inc. March 2005 - March 2014
Radiant Nonprofit Management February 2005 - April 2005
Charles Schwab October 1995 - November 2001
Skills
Financial Modeling, Budgets, Cash Flow, Bookkeeping, Analytics, Financial Analysis, Project Management, E-commerce, Business Analysis, SQL, Web Development, Finance, Information Architecture, Process Improvement, Accounting, Web Analytics, General Ledger, Strategic Financial..., US GAAP, Forecasting, Financial Reporting, Management, Start-ups, Financial Statements, Leadership, Data Analysis, Analysis, Business Process, Salesforce.com, Managerial Finance, QuickBooks
Education
University of California, Davis - Graduate School of Management 2002 — 2004
MBA, Finance concentration
Hope College 1989 — 1993
BA, Business-French-PolySci composite major, Geology minor
Emily Mcconkey Emily Mcconkey's Wells Fargo Bank, N.A. Experience September 2009 - May 2011
Job Associate General Counsel at Emerson Process Management
Industry Mechanical or Industrial Engineering
Experience
Emerson Process Management May 2011 - Present
Emerson Process Management May 2011 - Present
Wells Fargo Bank, N.A. September 2009 - May 2011
Wells Fargo August 2008 - September 2009
Wells Fargo March 2005 - August 2008
American Republic Insurance Company n/k/a American Enterprise Mutual Holdings September 2000 - March 2005
Polk County Attorney's Office May 1995 - September 2000
Mahaska County Attorney's Office January 1995 - May 1995
Skills
Strategy, Vendor Management, Cross-functional Team..., Management, Leadership, Training, Legal Writing, Corporate Law, Recruiting, Negotiation, Strategic Planning, Policy, Banking, SDLC, Enterprise Software, Auditing, Marketing, Supply Chain Management, Financial Risk, Supply Chain, Corporate Governance, Mergers & Acquisitions, Contract Management
Education
Drake University Law School 1992 — 1994
J.D., Law
Iowa State University 1988 — 1992
B.A., Political Science and History
Emerson Process Management May 2011 - Present
Emerson Process Management May 2011 - Present
Wells Fargo Bank, N.A. September 2009 - May 2011
Wells Fargo August 2008 - September 2009
Wells Fargo March 2005 - August 2008
American Republic Insurance Company n/k/a American Enterprise Mutual Holdings September 2000 - March 2005
Polk County Attorney's Office May 1995 - September 2000
Mahaska County Attorney's Office January 1995 - May 1995
Skills
Strategy, Vendor Management, Cross-functional Team..., Management, Leadership, Training, Legal Writing, Corporate Law, Recruiting, Negotiation, Strategic Planning, Policy, Banking, SDLC, Enterprise Software, Auditing, Marketing, Supply Chain Management, Financial Risk, Supply Chain, Corporate Governance, Mergers & Acquisitions, Contract Management
Education
Drake University Law School 1992 — 1994
J.D., Law
Iowa State University 1988 — 1992
B.A., Political Science and History
Derek Schofield Derek Schofield's Wells Fargo Bank, N.A. Experience July 2014 - Present
Job Vice President at Wells Fargo Bank, Technology & Venture Banking
Industry Banking
Experience
Wells Fargo Bank, N.A. July 2014 - Present
Wells Fargo Bank, N.A. August 2012 - July 2014
Wells Fargo Capital Finance February 2010 - August 2012
Wells Fargo Bank, N.A. October 2009 - February 2010
Wells Fargo Foothill October 2006 - October 2009
TD Waterhouse December 2004 - September 2006
Skills
Credit Analysis, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Loans, Credit, Corporate Finance, Due Diligence, Finance, Capital Markets, Private Equity, Financial Structuring, Commercial Lending, Asset Based Lending, Commercial Banking, Valuation, Investments, Treasury Management, Loan Origination, Underwriting, Mergers & Acquisitions, Investment Banking, Cash Management, Hedge Funds, Accounting, Commercial Real Estate, Interest Rate...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Master of Business Administration (M.B.A.), Finance
Johnson & Wales University 1999 — 2003
Bachelor's Degree, Financial Services Management
Wells Fargo Bank, N.A. July 2014 - Present
Wells Fargo Bank, N.A. August 2012 - July 2014
Wells Fargo Capital Finance February 2010 - August 2012
Wells Fargo Bank, N.A. October 2009 - February 2010
Wells Fargo Foothill October 2006 - October 2009
TD Waterhouse December 2004 - September 2006
Skills
Credit Analysis, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Loans, Credit, Corporate Finance, Due Diligence, Finance, Capital Markets, Private Equity, Financial Structuring, Commercial Lending, Asset Based Lending, Commercial Banking, Valuation, Investments, Treasury Management, Loan Origination, Underwriting, Mergers & Acquisitions, Investment Banking, Cash Management, Hedge Funds, Accounting, Commercial Real Estate, Interest Rate...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Master of Business Administration (M.B.A.), Finance
Johnson & Wales University 1999 — 2003
Bachelor's Degree, Financial Services Management
Connie Feltenberger Connie Feltenberger's Wells Fargo Bank, N.A. Experience 2012 - Present
Job Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. 2012 - Present
Wells Fargo Bank, N.A. 2003 - December 2011
Wells Fargo Bank 2001 - 2003
Bank of America 1995 - 2001
Banc of America Securities LLC 1994 - 1995
Skills
Credit, Portfolio Management, Credit Analysis, Finance, Commercial Banking, Loans, Financial Analysis, Financial Services, Mergers & Acquisitions, Due Diligence, Commercial Lending, Insurance Company..., Underwriting, Financial Structuring, Corporate Trust
Education
Loyola University of Chicago - Graduate School of Business 1990 — 1994
MBA, Finance
Illinois State University 1983 — 1987
BS, Finance, General
Wells Fargo Bank, N.A. 2012 - Present
Wells Fargo Bank, N.A. 2003 - December 2011
Wells Fargo Bank 2001 - 2003
Bank of America 1995 - 2001
Banc of America Securities LLC 1994 - 1995
Skills
Credit, Portfolio Management, Credit Analysis, Finance, Commercial Banking, Loans, Financial Analysis, Financial Services, Mergers & Acquisitions, Due Diligence, Commercial Lending, Insurance Company..., Underwriting, Financial Structuring, Corporate Trust
Education
Loyola University of Chicago - Graduate School of Business 1990 — 1994
MBA, Finance
Illinois State University 1983 — 1987
BS, Finance, General
Michael B. Miller Michael B. Miller's Wells Fargo Bank, N.A. Experience January 2012 - Present
Job VP Senior Relationship Manager at Wells Fargo Atlanta, GA Michael.B.Miller@WellsFargo.com
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2012 - Present
FirstMerit Bank October 2005 - February 2012
Sky Bank (Now Huntington) July 2003 - October 2005
National City Corporation (Now PNC Bank) January 2000 - June 2003
Firstar Corporation (Now US Bank) January 1998 - January 2000
Skills
Commercial Lending, Client Relationship..., Portfolio Management, Business Management, Small Business Lending, Sales Management, Cash Flow Forecasting, Relationship Selling, Commercial Real Estate, Lines Of Credit, Budgeting, Commercial Banking, Cash Flow, Consultative Selling, Treasury Management, Business Payroll, Merchant Services, Foreign Exchange..., Small Business..., Equipment Finance, Insurance Services, Loans, SBA, Insurance, Budgets, Finance, Credit, Coaching, Management, Banking, Financial Analysis, Risk Management, Credit Analysis, Leadership, Financial Services, Consumer Lending, Cash Management, Mortgage Lending, Commercial Mortgages, Business Development, Sales, Loan Origination, Underwriting, Asset Based Lending, Deposits
Education
Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (MBA), Business Administration; Organizational Behavior and International Marketing
Kent State University
Bachelors, Business Administration; Management and Marketing
Wells Fargo Bank, N.A. January 2012 - Present
FirstMerit Bank October 2005 - February 2012
Sky Bank (Now Huntington) July 2003 - October 2005
National City Corporation (Now PNC Bank) January 2000 - June 2003
Firstar Corporation (Now US Bank) January 1998 - January 2000
Skills
Commercial Lending, Client Relationship..., Portfolio Management, Business Management, Small Business Lending, Sales Management, Cash Flow Forecasting, Relationship Selling, Commercial Real Estate, Lines Of Credit, Budgeting, Commercial Banking, Cash Flow, Consultative Selling, Treasury Management, Business Payroll, Merchant Services, Foreign Exchange..., Small Business..., Equipment Finance, Insurance Services, Loans, SBA, Insurance, Budgets, Finance, Credit, Coaching, Management, Banking, Financial Analysis, Risk Management, Credit Analysis, Leadership, Financial Services, Consumer Lending, Cash Management, Mortgage Lending, Commercial Mortgages, Business Development, Sales, Loan Origination, Underwriting, Asset Based Lending, Deposits
Education
Case Western Reserve University - Weatherhead School of Management
Master of Business Administration (MBA), Business Administration; Organizational Behavior and International Marketing
Kent State University
Bachelors, Business Administration; Management and Marketing
Bridget Essma MBA Bridget Essma MBA's Wells Fargo Bank, N.A. Experience November 2010 - November 2012
Job Business Initiatives Manager at Wells Fargo Insurance Services
Industry Financial Services
Experience
Wells Fargo Insurance Services October 2012 - Present
Wells Fargo Bank, N.A. November 2010 - November 2012
Wells Fargo June 2005 - October 2010
Wells Fargo Advisors 2004 - 2005
Wells Fargo Insurance Services 1997 - 2004
Wells Fargo Advisors 1991 - 1997
Skills
Retail Banking, Customer Service, Cross Selling, Consumer Lending, Wealth Management, Strategic Planning, Virtual Teams, Community Outreach, Events, Non-profits, Problem Solving, Product Management, Cross-functional Team..., Situational Leadership, Learning Management, Leadership Development, Thought Leadership, Small Business Lending, Loans, Process Improvement, Microsoft Office, Marketing Communications, Strategic Communications, Investment Brokerage, Insurance, Training, Leadership, Sales Management, Sales, Recruiting, Marketing, Coaching, Budgets, Investments, Nonprofits, Customer Insight, Team Leadership, Marketing Strategy
Education
University of St. Thomas
MBA, Management
Marquette University 1979 — 1983
BS, Medical Technology
Wells Fargo Insurance Services October 2012 - Present
Wells Fargo Bank, N.A. November 2010 - November 2012
Wells Fargo June 2005 - October 2010
Wells Fargo Advisors 2004 - 2005
Wells Fargo Insurance Services 1997 - 2004
Wells Fargo Advisors 1991 - 1997
Skills
Retail Banking, Customer Service, Cross Selling, Consumer Lending, Wealth Management, Strategic Planning, Virtual Teams, Community Outreach, Events, Non-profits, Problem Solving, Product Management, Cross-functional Team..., Situational Leadership, Learning Management, Leadership Development, Thought Leadership, Small Business Lending, Loans, Process Improvement, Microsoft Office, Marketing Communications, Strategic Communications, Investment Brokerage, Insurance, Training, Leadership, Sales Management, Sales, Recruiting, Marketing, Coaching, Budgets, Investments, Nonprofits, Customer Insight, Team Leadership, Marketing Strategy
Education
University of St. Thomas
MBA, Management
Marquette University 1979 — 1983
BS, Medical Technology
Jason Beyerlein Jason Beyerlein's Wells Fargo Bank, N.A. Experience September 2005 - October 2007
Job Assistant Vice President, Credit Executive, Investment Banking Capital Markets Risk Management
Industry Investment Banking
Experience
MUFG Americas July 2013 - Present
Wells Fargo Capital Finance December 2009 - July 2013
Wells Fargo Bank October 2007 - December 2009
Wells Fargo Bank, N.A. September 2005 - October 2007
Costco Wholesale February 2003 - October 2005
Skills
Financial Analysis, Financial Modeling, Capital Markets, Financial Services, Budgets, Portfolio Management, Strategic Planning, Analytics, Valuation, Loans
Education
Loyola Marymount University, College of Business Administration 2006 — 2008
MBA, Finance
MUFG Americas July 2013 - Present
Wells Fargo Capital Finance December 2009 - July 2013
Wells Fargo Bank October 2007 - December 2009
Wells Fargo Bank, N.A. September 2005 - October 2007
Costco Wholesale February 2003 - October 2005
Skills
Financial Analysis, Financial Modeling, Capital Markets, Financial Services, Budgets, Portfolio Management, Strategic Planning, Analytics, Valuation, Loans
Education
Loyola Marymount University, College of Business Administration 2006 — 2008
MBA, Finance
Justin Hawkins Justin Hawkins's Wells Fargo Bank, N.A. Experience September 2010 - Present
Job Area President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo March 2015 - Present
Wells Fargo Bank, N.A. September 2010 - Present
Wachovia, A Wells Fargo Company September 2008 - August 2010
Wachovia August 2003 - December 2008
Skills
Coaching, Sales Management, Retail Banking, Banking, Cross Selling, Hiring, Retail, Branch Management, Change Management, Leadership Development, Advanced Leadership, Situational Leadership, Customer Acquisition, Marketing, Management, Strategy, Selling, Sales, Leadership, Talent Acquisition
Education
Furman University 2010 — 2011
Riley Institute-Diversity Fellow Class X
Greenville Technical College 1996 — 1998
Health Science
Wells Fargo March 2015 - Present
Wells Fargo Bank, N.A. September 2010 - Present
Wachovia, A Wells Fargo Company September 2008 - August 2010
Wachovia August 2003 - December 2008
Skills
Coaching, Sales Management, Retail Banking, Banking, Cross Selling, Hiring, Retail, Branch Management, Change Management, Leadership Development, Advanced Leadership, Situational Leadership, Customer Acquisition, Marketing, Management, Strategy, Selling, Sales, Leadership, Talent Acquisition
Education
Furman University 2010 — 2011
Riley Institute-Diversity Fellow Class X
Greenville Technical College 1996 — 1998
Health Science
Scott Hubka Scott Hubka's Wells Fargo Bank, N.A. Experience November 1998 - December 2001
Job Marketing Analytics & CRM Consultant
Industry Marketing and Advertising
Experience
THE QUALITY DATA COMPANY, LLC September 2008 - Present
RESPONSE AGENCY, INC August 2005 - August 2008
ZIONS FIRST NATIONAL BANK December 2001 - August 2005
WELLS FARGO BANK, N.A. November 1998 - December 2001
INTERNATIONAL BANKING TECHNOLOGIES January 1994 - November 1998
PIZZA HUT OF AMERICA, INC. August 1990 - December 1993
ANDERSEN CONSULTING (now Accenture) May 1989 - August 1990
Skills
Competitive Analysis, Direct Marketing, Account Management, B2B, Sales, Strategy, Marketing, Program Management, SEO, CRM, Marketing Strategy, SAS, Market Research, Analytics, Advertising, Management, Team Leadership, Data Mapping, Business Intelligence, Market Analysis, Analysis, Customer Service, Selling, Lead Generation, Segmentation, Salesforce.com, Database Marketing, Data Mining, Budgets, Predictive Modeling, Customer Acquisition, Predictive Analytics, Marketing Research, Product Marketing, Executive Management, Web Analytics
Education
Emory University 1987 — 1989
MBA, Marketing
Texas A&M University 1981 — 1985
B.S., Petroleum Engineering
THE QUALITY DATA COMPANY, LLC September 2008 - Present
RESPONSE AGENCY, INC August 2005 - August 2008
ZIONS FIRST NATIONAL BANK December 2001 - August 2005
WELLS FARGO BANK, N.A. November 1998 - December 2001
INTERNATIONAL BANKING TECHNOLOGIES January 1994 - November 1998
PIZZA HUT OF AMERICA, INC. August 1990 - December 1993
ANDERSEN CONSULTING (now Accenture) May 1989 - August 1990
Skills
Competitive Analysis, Direct Marketing, Account Management, B2B, Sales, Strategy, Marketing, Program Management, SEO, CRM, Marketing Strategy, SAS, Market Research, Analytics, Advertising, Management, Team Leadership, Data Mapping, Business Intelligence, Market Analysis, Analysis, Customer Service, Selling, Lead Generation, Segmentation, Salesforce.com, Database Marketing, Data Mining, Budgets, Predictive Modeling, Customer Acquisition, Predictive Analytics, Marketing Research, Product Marketing, Executive Management, Web Analytics
Education
Emory University 1987 — 1989
MBA, Marketing
Texas A&M University 1981 — 1985
B.S., Petroleum Engineering
Nikki Taylor Tanner, CIMA® Nikki Taylor Tanner, CIMA®'s Wells Fargo Bank, N.A. Experience 2007 - Present
Job Senior Investment Manager
Industry Investment Management
Experience
Wells Fargo Bank, N.A. 2007 - Present
US Trust, Bank of America Private Wealth Management September 2005 - September 2007
Bank of America, Private Bank March 2003 - September 2005
Bank of America, Private Bank January 1998 - March 2003
Barnett Bank (Bank of America Private Bank) January 1997 - January 1998
Barnett Investments (Banc of America Investments) May 1995 - January 1997
Merrill Lynch November 1994 - May 1995
Prudential Securities (Wachovia Securities) May 1993 - November 1994
Skills
Asset Allocation, Investment Advisory..., Investment Policy, Investment Management, High Net Worth..., Alternative Investments, Portfolio Management, Wealth Management, Fixed Income, Mutual Funds, Investments, Investment Strategies, Investment Advisory, Asset Management, Retirement, Institutional..., Financial Services, Wealth, Separately Managed...
Education
University of North Florida - College of Business Administration 1995 — 1998
MBA, Business Administration
Jacksonville University 1989 — 1993
BS, Accounting
Wells Fargo Bank, N.A. 2007 - Present
US Trust, Bank of America Private Wealth Management September 2005 - September 2007
Bank of America, Private Bank March 2003 - September 2005
Bank of America, Private Bank January 1998 - March 2003
Barnett Bank (Bank of America Private Bank) January 1997 - January 1998
Barnett Investments (Banc of America Investments) May 1995 - January 1997
Merrill Lynch November 1994 - May 1995
Prudential Securities (Wachovia Securities) May 1993 - November 1994
Skills
Asset Allocation, Investment Advisory..., Investment Policy, Investment Management, High Net Worth..., Alternative Investments, Portfolio Management, Wealth Management, Fixed Income, Mutual Funds, Investments, Investment Strategies, Investment Advisory, Asset Management, Retirement, Institutional..., Financial Services, Wealth, Separately Managed...
Education
University of North Florida - College of Business Administration 1995 — 1998
MBA, Business Administration
Jacksonville University 1989 — 1993
BS, Accounting
Jennifer Quigley Jennifer Quigley's Wells Fargo Bank, N.A. Experience April 2008 - Present
Job Managing Director at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. April 2008 - Present
Skills
Banking, Loans, Credit Analysis, Financial Analysis, Commercial Banking, Commercial Lending, Real Estate Development, Loan Origination, Valuation, Asset Management, Due Diligence
Education
James Madison University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Bank, N.A. April 2008 - Present
Skills
Banking, Loans, Credit Analysis, Financial Analysis, Commercial Banking, Commercial Lending, Real Estate Development, Loan Origination, Valuation, Asset Management, Due Diligence
Education
James Madison University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Devin Newman Devin Newman's Wells Fargo Bank, N.A. Experience August 2010 - July 2011
Job Associate Consulting Services Manager at Symantec
Industry Marketing and Advertising
Experience
Symantec April 2014 - Present
Rutledge Advisroy Group 2013 - December 2013
TD Bank Group November 2011 - December 2012
Wells Fargo Bank, N.A. August 2010 - July 2011
All Florida Firm, Inc. March 2005 - March 2010
Skills
Consumer Lending, Lines Of Credit, Credit, Cross Selling, Retail Banking, Banking, Financial Services, Cold Calling, Small Business Lending, Account Management
Education
University of Central Florida 2009 — 2011
Bachelor's Degree, Business Administration, Marketing
Daytona State College 2005 — 2008
Associates Degree, Communications
Symantec April 2014 - Present
Rutledge Advisroy Group 2013 - December 2013
TD Bank Group November 2011 - December 2012
Wells Fargo Bank, N.A. August 2010 - July 2011
All Florida Firm, Inc. March 2005 - March 2010
Skills
Consumer Lending, Lines Of Credit, Credit, Cross Selling, Retail Banking, Banking, Financial Services, Cold Calling, Small Business Lending, Account Management
Education
University of Central Florida 2009 — 2011
Bachelor's Degree, Business Administration, Marketing
Daytona State College 2005 — 2008
Associates Degree, Communications
Becky A. Lewis Becky A. Lewis's Wells Fargo Bank, N.A. Experience 2012 - Present
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
Wells Fargo Bank, N.A. 2012 - Present
Wells Fargo Bank, N.A. 2007 - 2012
Wells Fargo Bank 2004 - 2007
Gap Inc./Old Navy 1999 - 2004
Kmart Corporation 1996 - 1999
Skills
Relationship Management, Process Management, Process Implementation, Strategic Planning, Problem Solving, Sales/strategy execution, Customer Oriented, Excellent..., Strong intersonal skills, Peer Mentoring, Coaching, Exceptionally well..., Microsoft Word, Microsoft CRM, Microsoft Office, Cross Selling, Customer Retention, Management, Account Management, Mentoring, Training, Microsoft Power Point
Education
East Tennessee State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo July 2014 - Present
Wells Fargo Bank, N.A. 2012 - Present
Wells Fargo Bank, N.A. 2007 - 2012
Wells Fargo Bank 2004 - 2007
Gap Inc./Old Navy 1999 - 2004
Kmart Corporation 1996 - 1999
Skills
Relationship Management, Process Management, Process Implementation, Strategic Planning, Problem Solving, Sales/strategy execution, Customer Oriented, Excellent..., Strong intersonal skills, Peer Mentoring, Coaching, Exceptionally well..., Microsoft Word, Microsoft CRM, Microsoft Office, Cross Selling, Customer Retention, Management, Account Management, Mentoring, Training, Microsoft Power Point
Education
East Tennessee State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Philip L. Schantz Philip L. Schantz's Wells Fargo Bank, N.A. Experience January 1979 - June 1984
Job Independent Investment Management Professional
Industry Investment Management
Experience
Schantz Investments February 2009 - Present
HSBC Global Asset Management May 2005 - January 2009
Credit Suisse Asset Management February 2000 - April 2005
Prudential Securities, Inc. February 1988 - January 2000
E.F. Hutton & Co. July 1984 - January 1988
Wells Fargo Bank, N.A. January 1979 - June 1984
The Chase Manhattan Bank, N.A. February 1971 - December 1978
United States Army September 1970 - January 1971
Skills
High Yield, Bonds, Securities, Credit Analysis, Fixed Income, Asset Managment, Investment Banking, Hedge Funds, Asset Management, Loans, Credit, Equities, LBO, Alternative Investments, Capital Markets, Options
Education
Lehigh University 1966 — 1970
B.A., Government (Magna Cum Laude)
Schantz Investments February 2009 - Present
HSBC Global Asset Management May 2005 - January 2009
Credit Suisse Asset Management February 2000 - April 2005
Prudential Securities, Inc. February 1988 - January 2000
E.F. Hutton & Co. July 1984 - January 1988
Wells Fargo Bank, N.A. January 1979 - June 1984
The Chase Manhattan Bank, N.A. February 1971 - December 1978
United States Army September 1970 - January 1971
Skills
High Yield, Bonds, Securities, Credit Analysis, Fixed Income, Asset Managment, Investment Banking, Hedge Funds, Asset Management, Loans, Credit, Equities, LBO, Alternative Investments, Capital Markets, Options
Education
Lehigh University 1966 — 1970
B.A., Government (Magna Cum Laude)
George Cotto, J.D., CTFA George Cotto, J.D., CTFA's Wells Fargo Bank, N.A. Experience January 2011 - Present
Job
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2011 - Present
Wells Fargo Bank, N.A. January 2009 - January 2011
Wachovia Bank, N.A. June 2005 - December 2008
Wachovia Bank, N.A. June 2004 - May 2005
Merrill Lynch Trust Company, FSB December 1997 - June 2004
Florida Legislature May 1994 - August 1997
Skills
Wealth Management, Asset Allocation, Risk Management, Personal Trust..., Investments, Banking, Financial Risk, Financial Advisory, Trusts, Management, Auditing, Training, Real Estate, Accounting, Asset Management, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Trust Services, Wealth Management..., Estate Planning, Series 7, Strategic Financial..., Investment Advisory, Investment Management
Education
Florida Coastal School of Law 1997 — 2002
J.D.
Florida State University
BA
New York University
Wells Fargo Bank, N.A. January 2011 - Present
Wells Fargo Bank, N.A. January 2009 - January 2011
Wachovia Bank, N.A. June 2005 - December 2008
Wachovia Bank, N.A. June 2004 - May 2005
Merrill Lynch Trust Company, FSB December 1997 - June 2004
Florida Legislature May 1994 - August 1997
Skills
Wealth Management, Asset Allocation, Risk Management, Personal Trust..., Investments, Banking, Financial Risk, Financial Advisory, Trusts, Management, Auditing, Training, Real Estate, Accounting, Asset Management, Securities, Mutual Funds, Portfolio Management, Retirement Planning, Trust Services, Wealth Management..., Estate Planning, Series 7, Strategic Financial..., Investment Advisory, Investment Management
Education
Florida Coastal School of Law 1997 — 2002
J.D.
Florida State University
BA
New York University
Paul Gioffre Paul Gioffre's Wells Fargo Bank, N.A. Experience August 2012 - Present
Job Consumer Loan Underwriter at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Bank, N.A. August 2012 - Present
Wells Fargo Bank, N.A. November 2011 - August 2012
Wells Fargo Home Mortgage April 2010 - November 2011
Wells Fargo Bank, N.A. September 2009 - April 2010
The Keane Organization, Inc. June 2008 - March 2009
TransUnion, LLC June 2006 - June 2008
Skills
Risk Management, Risk Analysis, Financial Analysis, Financial Risk, Long-term Customer..., Processing, Regulatory Guidelines, Guideline Development, Business Process..., Underwriting, Interdepartmental..., Compliance
Education
Frostburg State University 2000 — 2004
Bachelor of Science (B.S.), Mass Communication/Media Studies
Wells Fargo Bank, N.A. August 2012 - Present
Wells Fargo Bank, N.A. November 2011 - August 2012
Wells Fargo Home Mortgage April 2010 - November 2011
Wells Fargo Bank, N.A. September 2009 - April 2010
The Keane Organization, Inc. June 2008 - March 2009
TransUnion, LLC June 2006 - June 2008
Skills
Risk Management, Risk Analysis, Financial Analysis, Financial Risk, Long-term Customer..., Processing, Regulatory Guidelines, Guideline Development, Business Process..., Underwriting, Interdepartmental..., Compliance
Education
Frostburg State University 2000 — 2004
Bachelor of Science (B.S.), Mass Communication/Media Studies
Joseph Taffe Joseph Taffe's Wells Fargo Bank, N.A. Experience October 2007 - September 2013
Job Operational Risk Analyst at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. September 2013 - Present
Wells Fargo Bank, N.A. October 2007 - September 2013
Wells Fargo Bank N.A. September 2001 - October 2007
Wells Fargo Bank. N.A. July 2000 - September 2001
Wells Fargo Bank. N.A. 1999 - 2000
Wells Fargo Bank. N.A. September 1994 - December 1999
Skills
Project Management, Enterprise Risk..., Change Management, Employee Training, Program Development, Risk Management, Issue Management, Financial Services, Banking, Process Improvement, Financial Risk, Relationship Management, Financial Analysis, CRM, Investments, Sales, Management, Finance, Portfolio Management
Education
University of Saint Thomas - School of Business 2005 — 2011
MBA, Strategic Management, Finance, Entrepreneurship
Minnesota State University, Mankato 1996 — 2000
BS, Economics w/ Minor in Business Administration
RBC Global Asset Management (U.S.) Inc. September 2013 - Present
Wells Fargo Bank, N.A. October 2007 - September 2013
Wells Fargo Bank N.A. September 2001 - October 2007
Wells Fargo Bank. N.A. July 2000 - September 2001
Wells Fargo Bank. N.A. 1999 - 2000
Wells Fargo Bank. N.A. September 1994 - December 1999
Skills
Project Management, Enterprise Risk..., Change Management, Employee Training, Program Development, Risk Management, Issue Management, Financial Services, Banking, Process Improvement, Financial Risk, Relationship Management, Financial Analysis, CRM, Investments, Sales, Management, Finance, Portfolio Management
Education
University of Saint Thomas - School of Business 2005 — 2011
MBA, Strategic Management, Finance, Entrepreneurship
Minnesota State University, Mankato 1996 — 2000
BS, Economics w/ Minor in Business Administration
Rumman Ahmed's Wells Fargo Bank, N.A. Experience May 2012 - Present
Job Securities Operations Service Specialist 2, Wells Fargo Bank, N.A. – Minneapolis, MN
Industry Financial Services
Experience
Wells Fargo Bank, N.A. May 2012 - Present
Maverick Fund January 2012 - May 2012
MNSU Copy Shoppe January 2009 - May 2012
Habitat for Humanity January 2010 - December 2011
Rashid Investment Services LTD June 2007 - July 2008
Skills
Microsoft Office, Customer Service, Sales, Social Media, Research, Outlook, Public Speaking, Marketing, Teamwork, Investments, Financial Analysis, Financial Reporting, Financial Risk, Strategic Financial..., Financial Accounting, Investment Banking, Investment Advisory, Financial Modeling, Account Reconciliation, TIBCO, Java, Oracle, Microsoft SQL Server, DB2, Risk Management, Stock Trading, Stock Market Analysis, Sybase, Tomcat, Apache, JMS, HP Openview, XML, XML Schema, XSLT, HTML, JavaScript, Unix, Linux, Atlassian JIRA
Education
MNSU 2008 — 2012
Bachelor of Science, Finance – Investment Analysis, 3.4
Minnesota State University, Mankato 2008 — 2012
BS, Finance
Wells Fargo Bank, N.A. May 2012 - Present
Maverick Fund January 2012 - May 2012
MNSU Copy Shoppe January 2009 - May 2012
Habitat for Humanity January 2010 - December 2011
Rashid Investment Services LTD June 2007 - July 2008
Skills
Microsoft Office, Customer Service, Sales, Social Media, Research, Outlook, Public Speaking, Marketing, Teamwork, Investments, Financial Analysis, Financial Reporting, Financial Risk, Strategic Financial..., Financial Accounting, Investment Banking, Investment Advisory, Financial Modeling, Account Reconciliation, TIBCO, Java, Oracle, Microsoft SQL Server, DB2, Risk Management, Stock Trading, Stock Market Analysis, Sybase, Tomcat, Apache, JMS, HP Openview, XML, XML Schema, XSLT, HTML, JavaScript, Unix, Linux, Atlassian JIRA
Education
MNSU 2008 — 2012
Bachelor of Science, Finance – Investment Analysis, 3.4
Minnesota State University, Mankato 2008 — 2012
BS, Finance
Maryalice Panarello Maryalice Panarello's Wells Fargo Bank, N.A. Experience 2000 - 2012
Job VP Relationship Management at Sanosil International, LLC
Industry Chemicals
Experience
Experian October 2012 - 2013
WELLS FARGO BANK, N.A. 2000 - 2012
First Union National Bank 1993 - 1999
THE CHASE MANHATTAN BANK, N.A 1992 - 1993
THE CHASE MANHATTAN BANK, N.A 1990 - 1992
The Chase Manhattan Bank 1988 - 1990
Skills
C-Suite Selling, Major Account..., New Business Development, New Market Penetration, Relationship Management, Correspondent Banking, Treasury Services Sales, Global Banking Solutions, Client Services..., Salesforce.com, Sales Training, Profit and Loss..., CRM, Financial Services, Marketing, Business Development, Leadership, Portfolio Management, Banking, Income Statement, Finance, Sales, Selling Skills, Market Penetration, Financial Risk, Cross-functional Team..., Commercial Banking, Cash Management, Strategy, B2B, Executive Management, Mortgage Lending, Credit, Operations Management, Account Management, Risk Management, Credit Cards, Management, Customer Retention, Wealth Management, Capital Markets, Loans, Payments, Treasury Management, Cross Selling, Retail Banking, Credit Risk, Electronic Payments
Education
Lehigh University
Mount Holyoke College
Unionville High School
Experian October 2012 - 2013
WELLS FARGO BANK, N.A. 2000 - 2012
First Union National Bank 1993 - 1999
THE CHASE MANHATTAN BANK, N.A 1992 - 1993
THE CHASE MANHATTAN BANK, N.A 1990 - 1992
The Chase Manhattan Bank 1988 - 1990
Skills
C-Suite Selling, Major Account..., New Business Development, New Market Penetration, Relationship Management, Correspondent Banking, Treasury Services Sales, Global Banking Solutions, Client Services..., Salesforce.com, Sales Training, Profit and Loss..., CRM, Financial Services, Marketing, Business Development, Leadership, Portfolio Management, Banking, Income Statement, Finance, Sales, Selling Skills, Market Penetration, Financial Risk, Cross-functional Team..., Commercial Banking, Cash Management, Strategy, B2B, Executive Management, Mortgage Lending, Credit, Operations Management, Account Management, Risk Management, Credit Cards, Management, Customer Retention, Wealth Management, Capital Markets, Loans, Payments, Treasury Management, Cross Selling, Retail Banking, Credit Risk, Electronic Payments
Education
Lehigh University
Mount Holyoke College
Unionville High School
Richard Welch's Wells Fargo Bank, N.A. Experience November 2011 - May 2013
Job Real Estate Licensed Realtor Virtual Properties Realty
Industry Real Estate
Experience
Georgia Land & Commercial Solutions-Virtual Properties January 2014 - Present
Maximum One Realty Greater Atlanta January 2013 - January 2014
Wells Fargo Bank, N.A. November 2011 - May 2013
Debt Brokers, LLC June 2009 - January 2011
Prommis Solutions August 2009 - April 2010
Global Equity Lending April 2008 - March 2009
Dal Dio Real Estate Investments & Consultants February 2000 - March 2009
Coldwell Banker Schweitzer Real Estate May 1995 - August 2000
Skills
Banking, Mortgage Lending, Real Estate, Financial Management..., Bankruptcy, Sales&Marketing, Public Speaking, Ministries, Exceptional mentor &..., Commercial Real Estate, FHA, Foreclosures, Investment Properties, Investments, Investors, Loan Origination, Loans, Loss Mitigation, Management, Marketing, Mortgage Banking, Property, Real Estate Transactions, Residential Homes, Sales, Sellers, Training
Education
Ferris State University 1989 — 1992
Georgia Land & Commercial Solutions-Virtual Properties January 2014 - Present
Maximum One Realty Greater Atlanta January 2013 - January 2014
Wells Fargo Bank, N.A. November 2011 - May 2013
Debt Brokers, LLC June 2009 - January 2011
Prommis Solutions August 2009 - April 2010
Global Equity Lending April 2008 - March 2009
Dal Dio Real Estate Investments & Consultants February 2000 - March 2009
Coldwell Banker Schweitzer Real Estate May 1995 - August 2000
Skills
Banking, Mortgage Lending, Real Estate, Financial Management..., Bankruptcy, Sales&Marketing, Public Speaking, Ministries, Exceptional mentor &..., Commercial Real Estate, FHA, Foreclosures, Investment Properties, Investments, Investors, Loan Origination, Loans, Loss Mitigation, Management, Marketing, Mortgage Banking, Property, Real Estate Transactions, Residential Homes, Sales, Sellers, Training
Education
Ferris State University 1989 — 1992
Mary Scialo Mary Scialo's Wells Fargo Bank, N.A. Experience December 1995 - Present
Job Senior Relationship Associate, Government & Institutional Banking at Wells Fargo Bank N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. December 1995 - Present
Phar-Mor 1986 - 1992
Skills
Cross Selling, Management, Recruiting, Banking, Sales, Team Building, Microsoft Office, Leadership, Customer Service
Education
Kennesaw State University 2001 — 2003
Wells Fargo Bank, N.A. December 1995 - Present
Phar-Mor 1986 - 1992
Skills
Cross Selling, Management, Recruiting, Banking, Sales, Team Building, Microsoft Office, Leadership, Customer Service
Education
Kennesaw State University 2001 — 2003
Sumesh Rajkumar's Wells Fargo Bank, N.A. Experience September 2009 - Present
Job Vice President at Wells Fargo Commercial Real Estate
Industry Financial Services
Experience
Wells Fargo Bank, N.A. September 2009 - Present
Sunoco Chemicals April 2008 - January 2009
NWJ Companies April 2007 - December 2007
Skills
Financial Analysis, Commercial Real Estate, Due Diligence, Asset Management
Education
Drexel University 2004 — 2009
BSBA, Finance and Legal Studies
Wells Fargo Bank, N.A. September 2009 - Present
Sunoco Chemicals April 2008 - January 2009
NWJ Companies April 2007 - December 2007
Skills
Financial Analysis, Commercial Real Estate, Due Diligence, Asset Management
Education
Drexel University 2004 — 2009
BSBA, Finance and Legal Studies
Georgetta Lee Pless MBA, MM Georgetta Lee Pless MBA, MM's Wells Fargo Bank, N.A. Experience 1999 - 2000
Job Underwriter / Credit Analyst/ Processor /Credit/Commercial & Consumer Lending/Financial Services Industry Professional
Industry Financial Services
Experience
Wells Fargo Home Mortgage, Consumer Lending Division 2012 - 2015
Sunrise Bank of Arizona 2009 - 2012
Sunrise Bank of Arizona (formerly Camelback Community Bank) 2008 - 2009
Stearns Bank 2007 - 2008
Stearns Bank 2006 - 2007
Wells Fargo Bank, N.A., SBA Lending Division 2003 - 2005
Wells Fargo Corporate Trust 2002 - 2003
Wells Fargo Home Mortgage 2001 - 2002
Wells Fargo Bank, N.A. 1999 - 2000
Arizona State Fund Workers' Compensation Insurance 1997 - 1998
Skills
15 years Financial..., Credit Analysis, Underwriting, Customer Service, Consumer Lending, Banking, Commercial Banking, Commercial Lending, Credit, Financial Risk, Loans, Mortgage Lending, Securities, Small Business Lending, Finance, Credit Risk, Analysis, Financial Analysis
Education
University of Maryland University College 2010 — 2017
Certificate, Accounting
University of Maryland University College 2009 — 2017
Master of Science (MS), Accounting and Financial Management
University of Maryland University College 2010 — 2014
Certificate, Financial Management in Organizations
University of Phoenix - Online 2004 — 2008
Master of Management (MM), Management
University of Phoenix - Online 2001 — 2004
Master of Business Administration (M.B.A.), Technology Management
Grand Canyon University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance
Phoenix College
Associate of Arts (A.A.), General Studies
Wells Fargo Home Mortgage, Consumer Lending Division 2012 - 2015
Sunrise Bank of Arizona 2009 - 2012
Sunrise Bank of Arizona (formerly Camelback Community Bank) 2008 - 2009
Stearns Bank 2007 - 2008
Stearns Bank 2006 - 2007
Wells Fargo Bank, N.A., SBA Lending Division 2003 - 2005
Wells Fargo Corporate Trust 2002 - 2003
Wells Fargo Home Mortgage 2001 - 2002
Wells Fargo Bank, N.A. 1999 - 2000
Arizona State Fund Workers' Compensation Insurance 1997 - 1998
Skills
15 years Financial..., Credit Analysis, Underwriting, Customer Service, Consumer Lending, Banking, Commercial Banking, Commercial Lending, Credit, Financial Risk, Loans, Mortgage Lending, Securities, Small Business Lending, Finance, Credit Risk, Analysis, Financial Analysis
Education
University of Maryland University College 2010 — 2017
Certificate, Accounting
University of Maryland University College 2009 — 2017
Master of Science (MS), Accounting and Financial Management
University of Maryland University College 2010 — 2014
Certificate, Financial Management in Organizations
University of Phoenix - Online 2004 — 2008
Master of Management (MM), Management
University of Phoenix - Online 2001 — 2004
Master of Business Administration (M.B.A.), Technology Management
Grand Canyon University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance
Phoenix College
Associate of Arts (A.A.), General Studies
Vickie Fulton Vickie Fulton's Wells Fargo Bank, N.A. Experience August 2015 - Present
Job Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. August 2015 - Present
Eddie Bauer March 2014 - Present
Nine West Group November 2013 - Present
Skills
Customer Service, Retail, Merchandising, Microsoft Office, Fashion, Microsoft Word, Apparel, Visual Merchandising, PowerPoint, Inventory Management
Education
High Point University 1999 — 2003
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Wells Fargo Bank, N.A. August 2015 - Present
Eddie Bauer March 2014 - Present
Nine West Group November 2013 - Present
Skills
Customer Service, Retail, Merchandising, Microsoft Office, Fashion, Microsoft Word, Apparel, Visual Merchandising, PowerPoint, Inventory Management
Education
High Point University 1999 — 2003
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Alicia Johnston Alicia Johnston's Wells Fargo Bank, N.A. Experience January 2010 - April 2011
Job VP Business Banking Relationship Manager at Chase
Industry Banking
Experience
Chase May 2015 - Present
Wells Fargo April 2012 - May 2015
TCF Bank April 2011 - April 2012
Wells Fargo Bank, N.A. January 2010 - April 2011
Wells Fargo June 2006 - January 2010
Education
Seattle University 2010 — 2011
Certificate, Accounting
Drake University 2003 — 2005
MBA, Executive Leadership Development
Iowa State University 1998 — 2002
B.S., Marketing
Chase May 2015 - Present
Wells Fargo April 2012 - May 2015
TCF Bank April 2011 - April 2012
Wells Fargo Bank, N.A. January 2010 - April 2011
Wells Fargo June 2006 - January 2010
Education
Seattle University 2010 — 2011
Certificate, Accounting
Drake University 2003 — 2005
MBA, Executive Leadership Development
Iowa State University 1998 — 2002
B.S., Marketing
Melissa Jones, M.Ed.'s Wells Fargo Bank, N.A. Experience April 2002 - Present
Job Learning and Development Project Manager AVP; Wells Fargo Home Lending
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2002 - Present
Skills
Banking, Needs Analysis, Process Improvement, Performance Consulting, Risk Management, Project Management, Organizational Learning, Strategic Leadership, Business Process, Credit, Call Centers, Management, Performance Management, Change Management, Training, Leadership, Relationship Management, Strategy, Executive Management, Strategic Planning, Coaching, Vendor Management, Budgets, Team Building, Finance, Staff Development, Leadership Development, Training Delivery, Learning Management, Organizational...
Education
Drake University 2005 — 2008
Masters, Adult Learning, Performance and Development
University of Northern Iowa 1997 — 2001
Bachelors, Social Work
Wells Fargo Bank, N.A. April 2002 - Present
Skills
Banking, Needs Analysis, Process Improvement, Performance Consulting, Risk Management, Project Management, Organizational Learning, Strategic Leadership, Business Process, Credit, Call Centers, Management, Performance Management, Change Management, Training, Leadership, Relationship Management, Strategy, Executive Management, Strategic Planning, Coaching, Vendor Management, Budgets, Team Building, Finance, Staff Development, Leadership Development, Training Delivery, Learning Management, Organizational...
Education
Drake University 2005 — 2008
Masters, Adult Learning, Performance and Development
University of Northern Iowa 1997 — 2001
Bachelors, Social Work
Scotty Hensby Scotty Hensby's Wells Fargo Bank, N.A. Experience November 2010 - June 2012
Job Mortgage Banker at Park Sterling Bank, Richmond, VA
Industry Financial Services
Experience
Park Sterling Bank April 2015 - Present
Union First Market Bank (StellarOne Bank) June 2012 - April 2014
Wells Fargo Bank, N.A. November 2010 - June 2012
Wachovia Securities October 2006 - December 2010
New York Life January 2005 - October 2006
Skills
Loans, Small Business Lending, Commercial Banking, Financial Services, Finance, Retail Banking, Real Estate Lending, Insurance, New Business Development, Banking, Referrals, Customer Service, Cold Calling, Financial Analysis, Consumer Lending, Customer Experience, Leadership, Sales, Sales Prospecting, Managed Money, Reporting & Analysis, Financial Advisory, Residential Mortgages, Mortgage Industry, Mortgage Underwriting
Education
East Carolina University 2000 — 2004
B.S., Economics - Business Minor
Douglas Southall Freeman HS 1996 — 2000
Park Sterling Bank April 2015 - Present
Union First Market Bank (StellarOne Bank) June 2012 - April 2014
Wells Fargo Bank, N.A. November 2010 - June 2012
Wachovia Securities October 2006 - December 2010
New York Life January 2005 - October 2006
Skills
Loans, Small Business Lending, Commercial Banking, Financial Services, Finance, Retail Banking, Real Estate Lending, Insurance, New Business Development, Banking, Referrals, Customer Service, Cold Calling, Financial Analysis, Consumer Lending, Customer Experience, Leadership, Sales, Sales Prospecting, Managed Money, Reporting & Analysis, Financial Advisory, Residential Mortgages, Mortgage Industry, Mortgage Underwriting
Education
East Carolina University 2000 — 2004
B.S., Economics - Business Minor
Douglas Southall Freeman HS 1996 — 2000
David Stead's Wells Fargo Bank, N.A. Experience August 2010 - November 2011
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. December 2011 - Present
Wells Fargo Bank, N.A. August 2010 - November 2011
Wells Fargo Financial May 2010 - August 2010
Education
Indiana University Bloomington 2002 — 2007
JPMorgan Chase Bank, N.A. December 2011 - Present
Wells Fargo Bank, N.A. August 2010 - November 2011
Wells Fargo Financial May 2010 - August 2010
Education
Indiana University Bloomington 2002 — 2007
Pieter Burhans Pieter Burhans's Wells Fargo Bank, N.A. Experience October 2013 - Present
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. October 2013 - Present
JPMorgan Chase Bank, N.A. November 2009 - October 2013
Laidlaw & Company April 2009 - October 2009
Oppenheimer & Co. September 2008 - April 2009
Skills
Private Wealth..., Private Banking, Financial Planning, Financial Markets, Wealth Transfer Planning, Financial Analysis, Bloomberg, Microsoft Office, Attention To Detail, Excel, Public Speaking, Writing, Self Management, Critical Thinking, Decision Making, Mathematics, Accounting, Research, Team Leadership, Teamwork, New Business Acquisition, IRA Rollovers, 401 K Rollovers, Debt Elimination, Credit Analysis, Banking Relationships, Wealth Management..., Strategic Financial..., Series 7, Finance, Series 63, Equities, Wealth Management, Relationship Management
Education
Stony Brook University 2004 — 2006
BA, Economics
Hudson Valley Community College 2002 — 2004
AS, Business Administration
Wells Fargo Bank, N.A. October 2013 - Present
JPMorgan Chase Bank, N.A. November 2009 - October 2013
Laidlaw & Company April 2009 - October 2009
Oppenheimer & Co. September 2008 - April 2009
Skills
Private Wealth..., Private Banking, Financial Planning, Financial Markets, Wealth Transfer Planning, Financial Analysis, Bloomberg, Microsoft Office, Attention To Detail, Excel, Public Speaking, Writing, Self Management, Critical Thinking, Decision Making, Mathematics, Accounting, Research, Team Leadership, Teamwork, New Business Acquisition, IRA Rollovers, 401 K Rollovers, Debt Elimination, Credit Analysis, Banking Relationships, Wealth Management..., Strategic Financial..., Series 7, Finance, Series 63, Equities, Wealth Management, Relationship Management
Education
Stony Brook University 2004 — 2006
BA, Economics
Hudson Valley Community College 2002 — 2004
AS, Business Administration
Nicole Papin Nicole Papin's Wells Fargo Bank, N.A. Experience 2006 - 2007
Job Owner/Proprietor at Big Head Baby Productions, Inc.
Industry Music
Experience
Nicole Renee 2001 - Present
Big Head Baby Productions, Inc. 2001 - Present
Urban Lending Solutions March 2012 - May 2013
Wells Fargo Bank, N.A. 2006 - 2007
Skills
Customer Relations, Problem Solving, Account Management, Key Account Management, Solution Selling, Customer Service, Management, Music Industry, CRM, Analysis, Advertising, Composition, Entertainment, Entrepreneurship, Leadership, Music, Music Production, Online Marketing, Recording, Sales, Sales Management, Sales Operations, Selling, Social Media Marketing, Social Networking, Sound, Strategic Planning, Songwriting
Education
Holy Names College 1996 — 1999
Business Administration
Metropolitan State College of Denver 1992 — 1994
Business Management - Finance
Nicole Renee 2001 - Present
Big Head Baby Productions, Inc. 2001 - Present
Urban Lending Solutions March 2012 - May 2013
Wells Fargo Bank, N.A. 2006 - 2007
Skills
Customer Relations, Problem Solving, Account Management, Key Account Management, Solution Selling, Customer Service, Management, Music Industry, CRM, Analysis, Advertising, Composition, Entertainment, Entrepreneurship, Leadership, Music, Music Production, Online Marketing, Recording, Sales, Sales Management, Sales Operations, Selling, Social Media Marketing, Social Networking, Sound, Strategic Planning, Songwriting
Education
Holy Names College 1996 — 1999
Business Administration
Metropolitan State College of Denver 1992 — 1994
Business Management - Finance
Franklin Rosario Franklin Rosario's Wells Fargo Bank, N.A. Experience February 2015 - Present
Job Customer Sales and Service Representative
Industry Financial Services
Experience
Wells Fargo Bank, N.A. February 2015 - Present
Wells Fargo Bank, N.A. January 2013 - February 2015
Skills
Management, Marketing, Finance, Leadership, Retail Banking, Financial Services, Credit, Sales, Bilingual, Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Kean University 2011 — 2015
Bachelor's of Science, Business Management - Management of Organizations
Wells Fargo Bank, N.A. February 2015 - Present
Wells Fargo Bank, N.A. January 2013 - February 2015
Skills
Management, Marketing, Finance, Leadership, Retail Banking, Financial Services, Credit, Sales, Bilingual, Customer Service, Customer Satisfaction, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Kean University 2011 — 2015
Bachelor's of Science, Business Management - Management of Organizations
Richard Ferrell Richard Ferrell's Wells Fargo Bank, N.A. Experience February 2010 - Present
Job senior counsel at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. February 2010 - Present
Taft Stettinius & Hollister LLP August 2001 - February 2010
Arter & Hadden LLP April 1999 - August 2001
Skills
Contract Negotiation, Litigation, Financial Services, Banking, Loan Restructuring, Bankruptcy, UCC Article 9 Rights...
Education
University of Akron School of Law 1991 — 1994
Doctor of Law (J.D.)
High Point University 1987 — 1991
B.A., Political Science
Wells Fargo Bank, N.A. February 2010 - Present
Taft Stettinius & Hollister LLP August 2001 - February 2010
Arter & Hadden LLP April 1999 - August 2001
Skills
Contract Negotiation, Litigation, Financial Services, Banking, Loan Restructuring, Bankruptcy, UCC Article 9 Rights...
Education
University of Akron School of Law 1991 — 1994
Doctor of Law (J.D.)
High Point University 1987 — 1991
B.A., Political Science
Brian Vecchio Brian Vecchio's Wells Fargo Bank, N.A. Experience September 2008 - April 2010
Job Manager, AML at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2015 - Present
Prudential Financial May 2010 - Present
Wells Fargo Bank, N.A. September 2008 - April 2010
Skills
OFAC, Investment Compliance, Anti Money Laundering, Compliance..., FINRA, Hedge Funds, Due Diligence
Education
Loyola College in Maryland 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Prudential Financial March 2015 - Present
Prudential Financial May 2010 - Present
Wells Fargo Bank, N.A. September 2008 - April 2010
Skills
OFAC, Investment Compliance, Anti Money Laundering, Compliance..., FINRA, Hedge Funds, Due Diligence
Education
Loyola College in Maryland 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Katya Meekins Katya Meekins's Wells Fargo Bank, N.A. Experience September 2002 - May 2008
Job MBA, CPA
Industry Consumer Goods
Experience
McCormick & Company June 2015 - Present
McCormick & Company May 2012 - Present
McCormick & Company October 2010 - July 2012
McCormick & Company May 2008 - October 2010
Wells Fargo Bank, N.A. September 2002 - May 2008
Amerix 2002 - 2002
Skills
Accounting, Financial Analysis, Process Improvement, Budgeting, Competitive Analysis
Education
Maryland Board of Public Accountancy
CPA
Loyola University Maryland 2010 — 2011
Master's Plus Program, Accounting
Loyola University Maryland 2004 — 2007
Master of Science in Finance (MSF)
Goucher College 1998 — 2002
BA, Business Management
McDonogh 1993 — 1997
High School
McCormick & Company June 2015 - Present
McCormick & Company May 2012 - Present
McCormick & Company October 2010 - July 2012
McCormick & Company May 2008 - October 2010
Wells Fargo Bank, N.A. September 2002 - May 2008
Amerix 2002 - 2002
Skills
Accounting, Financial Analysis, Process Improvement, Budgeting, Competitive Analysis
Education
Maryland Board of Public Accountancy
CPA
Loyola University Maryland 2010 — 2011
Master's Plus Program, Accounting
Loyola University Maryland 2004 — 2007
Master of Science in Finance (MSF)
Goucher College 1998 — 2002
BA, Business Management
McDonogh 1993 — 1997
High School
Francois Bessing Francois Bessing's Wells Fargo Bank, N.A. Experience August 2011 - February 2012
Job Founder CEO Lead Songwriter Vocalist at SocoPop Records LLC
Industry Music
Experience
SocoPop Records LLC March 2014 - Present
Kutztown University January 2015 - May 2015
Pa Dept of Labor & Ind. October 2013 - May 2014
Priccut August 2011 - March 2014
Telerx February 2013 - May 2013
iQor November 2012 - February 2013
Amazon August 2012 - October 2012
Wells Fargo Bank, N.A. August 2011 - February 2012
Lehigh Carbon Community College 2009 - 2011
Skills
French-speaking, Spanish-speaking, Customer Satisfaction, Customer Experience, Translation, Banking, IT Solutions, Computer Science, Grassroots Fundraising, Exceed Sales Goals, Goal Setting, Marketing Strategy, Team Leadership, Leadership Development, Youth Leadership, Singing, Songwriting, Musicians, Social Media Marketing, Budget Setting, Resilience, Pivot, Microsoft Office, Mac, Software Documentation, Cultural Diversity, Chess, Strategic Planning, Semantics, Philosophy, Religion, Plugins, Web Browsing, Virus Removal, Malware Analysis, Trojans, Microsoft Excel, Executive Management, Gold, Idea Generation, Future Leaders, Youth Culture, Trend Analysis, Multicultural, French, Marketing, Online Advertising, E-commerce, Web 2.0, Email Marketing
Education
Kutztown University of Pennsylvania 2014 — 2018
Music Performance, Voice Emphasis
Lehigh Carbon Community College 2007 — 2011
N/A-Dropout, Business Administration, Management and Operations
Tamaqua Area Senior High School 2006 — 2007
High School Diploma, English/Math/French/Geography
SocoPop Records LLC March 2014 - Present
Kutztown University January 2015 - May 2015
Pa Dept of Labor & Ind. October 2013 - May 2014
Priccut August 2011 - March 2014
Telerx February 2013 - May 2013
iQor November 2012 - February 2013
Amazon August 2012 - October 2012
Wells Fargo Bank, N.A. August 2011 - February 2012
Lehigh Carbon Community College 2009 - 2011
Skills
French-speaking, Spanish-speaking, Customer Satisfaction, Customer Experience, Translation, Banking, IT Solutions, Computer Science, Grassroots Fundraising, Exceed Sales Goals, Goal Setting, Marketing Strategy, Team Leadership, Leadership Development, Youth Leadership, Singing, Songwriting, Musicians, Social Media Marketing, Budget Setting, Resilience, Pivot, Microsoft Office, Mac, Software Documentation, Cultural Diversity, Chess, Strategic Planning, Semantics, Philosophy, Religion, Plugins, Web Browsing, Virus Removal, Malware Analysis, Trojans, Microsoft Excel, Executive Management, Gold, Idea Generation, Future Leaders, Youth Culture, Trend Analysis, Multicultural, French, Marketing, Online Advertising, E-commerce, Web 2.0, Email Marketing
Education
Kutztown University of Pennsylvania 2014 — 2018
Music Performance, Voice Emphasis
Lehigh Carbon Community College 2007 — 2011
N/A-Dropout, Business Administration, Management and Operations
Tamaqua Area Senior High School 2006 — 2007
High School Diploma, English/Math/French/Geography
Craig Mayo Craig Mayo's Wells Fargo Bank, N.A. Experience August 2006 - May 2009
Job Chief Credit Officer at Investors Community Bank
Industry Banking
Experience
Investors Community Bank April 2014 - Present
Investors Community Bank October 2011 - March 2014
Citizens Republic Bank May 2009 - October 2011
Wells Fargo Bank, N.A. August 2006 - May 2009
M&I Marshall & Ilsley Bank April 2004 - August 2006
Bank One, N.A. 2002 - 2004
St. Francis Bank 2001 - 2002
State Financial Bank 1999 - 2000
Vermont National Bank 1989 - 1999
E. F Hutton 1986 - 1988
Skills
Commercial Lending, OREO Management, Loan Review, Special Assets..., Credit Analysis, Credit, Management, Loans, Asset Based Lending, OREO, Portfolio Management, Banking, Mortgage Lending, Executive Management, Commercial Banking, Financial Analysis, Credit Risk, Mergers & Acquisitions, Financial Risk, Financial Services, Investments
Education
Graduate School of Banking - Madison 2014 — 2016
Banking
Middlebury College 1980 — 1984
B.A., History, Education
Agricultural Lending School
Investors Community Bank April 2014 - Present
Investors Community Bank October 2011 - March 2014
Citizens Republic Bank May 2009 - October 2011
Wells Fargo Bank, N.A. August 2006 - May 2009
M&I Marshall & Ilsley Bank April 2004 - August 2006
Bank One, N.A. 2002 - 2004
St. Francis Bank 2001 - 2002
State Financial Bank 1999 - 2000
Vermont National Bank 1989 - 1999
E. F Hutton 1986 - 1988
Skills
Commercial Lending, OREO Management, Loan Review, Special Assets..., Credit Analysis, Credit, Management, Loans, Asset Based Lending, OREO, Portfolio Management, Banking, Mortgage Lending, Executive Management, Commercial Banking, Financial Analysis, Credit Risk, Mergers & Acquisitions, Financial Risk, Financial Services, Investments
Education
Graduate School of Banking - Madison 2014 — 2016
Banking
Middlebury College 1980 — 1984
B.A., History, Education
Agricultural Lending School
Jeff McAfee Jeff McAfee's Wells Fargo Bank, N.A. Experience 2009 - March 2011
Job Technical Project Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo January 2014 - Present
Wells Fargo July 2012 - January 2014
Wells Fargo Bank November 2011 - July 2012
Bank of America, N.A. March 2011 - November 2011
Wells Fargo Bank, N.A. 2009 - March 2011
Wells Fargo 2006 - 2008
Wells Fargo 2003 - 2006
Wells Fargo 2000 - 2003
North American Mortgage Company 1992 - 2000
Citibank 1988 - 1992
Skills
Strategic/Operational..., Influence &..., Team..., Resource..., Profit and Loss, Customer Management, Program/Project..., Project Management..., Six Sigma Green Belt, Process Development, Process Deployment, Client/Partner..., Problem Resolution, Change Management, Release Management
Education
University of Phoenix 1986 — 1988
Bachelor, Business Administration
Kent State University 1979 — 1981
Business Administration
Wells Fargo January 2014 - Present
Wells Fargo July 2012 - January 2014
Wells Fargo Bank November 2011 - July 2012
Bank of America, N.A. March 2011 - November 2011
Wells Fargo Bank, N.A. 2009 - March 2011
Wells Fargo 2006 - 2008
Wells Fargo 2003 - 2006
Wells Fargo 2000 - 2003
North American Mortgage Company 1992 - 2000
Citibank 1988 - 1992
Skills
Strategic/Operational..., Influence &..., Team..., Resource..., Profit and Loss, Customer Management, Program/Project..., Project Management..., Six Sigma Green Belt, Process Development, Process Deployment, Client/Partner..., Problem Resolution, Change Management, Release Management
Education
University of Phoenix 1986 — 1988
Bachelor, Business Administration
Kent State University 1979 — 1981
Business Administration
Larry Parente's Wells Fargo Bank, N.A. Experience 2002 - 2003
Job Principal, Senior Wealth Advisor at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust April 2013 - May 2015
MERRILL LYNCH September 2007 - April 2013
BANK OF AMERICA, N.A. 2003 - 2007
WELLS FARGO BANK, N.A. 2002 - 2003
BROBECK, PHLEGER & HARRISON, LLP 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Series 63, Investments, Bloomberg, Mutual Funds, Wealth, Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation, Asset Management, Credit, Estate Planning, Wealth Management...
Education
Golden Gate University, School of Law 1994 — 1997
Juris Doctorate, Law
University at Albany 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Bessemer Trust April 2013 - May 2015
MERRILL LYNCH September 2007 - April 2013
BANK OF AMERICA, N.A. 2003 - 2007
WELLS FARGO BANK, N.A. 2002 - 2003
BROBECK, PHLEGER & HARRISON, LLP 2000 - 2001
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Fixed Income, Series 63, Investments, Bloomberg, Mutual Funds, Wealth, Portfolio Management, High Net Worth..., Alternative Investments, Asset Allocation, Asset Management, Credit, Estate Planning, Wealth Management...
Education
Golden Gate University, School of Law 1994 — 1997
Juris Doctorate, Law
University at Albany 1990 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Lesa Hudak Lesa Hudak's Wells Fargo Bank, N.A. Experience November 1999 - October 2004
Job Financial Consultant at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo & Company October 2004 - Present
Wells Fargo Bank, N.A. November 1999 - October 2004
Wells Fargo Bank, N.A. June 1998 - November 1999
TCF Bank June 1997 - June 1998
TCF Bank June 1997 - May 1998
Skills
Excel, Essbase, Financial Analysis, Data Presentation, Word, Outlook, Forecasting, Planning, Access, Project Planning, Microsoft Excel, Budgets, Accounting, Microsoft Word, Financial Reporting, Sales, Management, Business Development, Finance, Series 7, Strategic Planning, Analysis, Portfolio Management, Human Resources, Customer Service, Financial Services
Education
DeVry University - Keller School of Management 2009 — 2011
MBA, Accounting
University of St. Thomas 1999 — 2004
MBA, Financial Services Management
Macalester College 1993 — 1997
Bachelor of Arts, Economics
Bismarck High School
Bismarck High School
Wells Fargo & Company October 2004 - Present
Wells Fargo Bank, N.A. November 1999 - October 2004
Wells Fargo Bank, N.A. June 1998 - November 1999
TCF Bank June 1997 - June 1998
TCF Bank June 1997 - May 1998
Skills
Excel, Essbase, Financial Analysis, Data Presentation, Word, Outlook, Forecasting, Planning, Access, Project Planning, Microsoft Excel, Budgets, Accounting, Microsoft Word, Financial Reporting, Sales, Management, Business Development, Finance, Series 7, Strategic Planning, Analysis, Portfolio Management, Human Resources, Customer Service, Financial Services
Education
DeVry University - Keller School of Management 2009 — 2011
MBA, Accounting
University of St. Thomas 1999 — 2004
MBA, Financial Services Management
Macalester College 1993 — 1997
Bachelor of Arts, Economics
Bismarck High School
Bismarck High School
Jay Denny Jay Denny's Wells Fargo Bank, N.A. Experience 2001 - October 2011
Job Retired at Denny Ranch
Industry Financial Services
Experience
Denny Ranch 2014 - Present
Wells Fargo January 2001 - May 2014
BB&T June 2012 - December 2012
Wells Fargo April 2011 - October 2011
Wells Fargo March 2003 - October 2011
Wells Fargo Bank, N.A. 2001 - October 2011
Wells Fargo January 2001 - February 2003
Bank of America October 1998 - January 2001
Bank of America April 1993 - September 1998
Skills
Banking, Commercial Banking, Risk Management, Commercial Lending, Financial Reporting, Management, CRM, Credit, Financial Analysis, Treasury Management, Asset Based Lending, Loans, Financial Services, Finance, Portfolio Management, Leadership, Small Business Lending, Strategic Planning
Education
University of Phoenix 1998 — 2000
MBA
Stephen F. Austin State University 1973 — 1976
BBS, Agribusiness - Biology
Fairfield University 1972 — 1973
Accounting
Trumbull High School 1969 — 1972
Denny Ranch 2014 - Present
Wells Fargo January 2001 - May 2014
BB&T June 2012 - December 2012
Wells Fargo April 2011 - October 2011
Wells Fargo March 2003 - October 2011
Wells Fargo Bank, N.A. 2001 - October 2011
Wells Fargo January 2001 - February 2003
Bank of America October 1998 - January 2001
Bank of America April 1993 - September 1998
Skills
Banking, Commercial Banking, Risk Management, Commercial Lending, Financial Reporting, Management, CRM, Credit, Financial Analysis, Treasury Management, Asset Based Lending, Loans, Financial Services, Finance, Portfolio Management, Leadership, Small Business Lending, Strategic Planning
Education
University of Phoenix 1998 — 2000
MBA
Stephen F. Austin State University 1973 — 1976
BBS, Agribusiness - Biology
Fairfield University 1972 — 1973
Accounting
Trumbull High School 1969 — 1972
Kristen Ann Cronin Kristen Ann Cronin's Wells Fargo Bank, N.A. Experience April 1994 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 1994 - Present
Skills
FHA financing, Securitization, MBS, Credit, Banking, Risk Management, Credit Analysis, Mortgage Lending, Financial Risk, Mortgage Banking, Residential Mortgages, Portfolio Management, Credit Risk, Loan Origination, Loans, Financial Services
Education
Loyola University Maryland 1987 — 1990
BA, Business Administration
University of Baltimore 1991 — 1997
MBA, Business Administration
Wells Fargo Bank, N.A. April 1994 - Present
Skills
FHA financing, Securitization, MBS, Credit, Banking, Risk Management, Credit Analysis, Mortgage Lending, Financial Risk, Mortgage Banking, Residential Mortgages, Portfolio Management, Credit Risk, Loan Origination, Loans, Financial Services
Education
Loyola University Maryland 1987 — 1990
BA, Business Administration
University of Baltimore 1991 — 1997
MBA, Business Administration
Robert M. Anderson Robert M. Anderson's Wells Fargo Bank, N.A. Experience July 2014 - Present
Job Philanthropic Fiduciary Advisor / Senior Trust and Fiduciary Specialist* at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. July 2014 - Present
The Law Offices of James C. Hardin, III, PLLC July 2013 - May 2014
Nexsen Pruet, LLC July 2010 - July 2013
Stephenson Harwood LLP June 2008 - August 2008
Warren & Sinkler, LLP May 2008 - June 2008
Leatherwood Walker Todd & Mann, P.C. May 2007 - August 2007
Education
Georgetown University Law Center 2009 — 2010
Master of Laws (LL.M.), Taxation
Charleston School of Law 2006 — 2009
Doctor of Law (J.D.)
Furman University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Classical Studies
Bishop England High School 2000 — 2002
High School
First Baptist Church School 1992 — 2000
Wells Fargo Bank, N.A. July 2014 - Present
The Law Offices of James C. Hardin, III, PLLC July 2013 - May 2014
Nexsen Pruet, LLC July 2010 - July 2013
Stephenson Harwood LLP June 2008 - August 2008
Warren & Sinkler, LLP May 2008 - June 2008
Leatherwood Walker Todd & Mann, P.C. May 2007 - August 2007
Education
Georgetown University Law Center 2009 — 2010
Master of Laws (LL.M.), Taxation
Charleston School of Law 2006 — 2009
Doctor of Law (J.D.)
Furman University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Classical Studies
Bishop England High School 2000 — 2002
High School
First Baptist Church School 1992 — 2000
Ken Glover's Wells Fargo Bank, N.A. Experience March 2015 - Present
Job V.P. of Business Development Commercial Banking at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. March 2015 - Present
American Express 2010 - March 2015
GE Capital 2002 - 2009
Deutsche Bank 1996 - 2002
ITT 1990 - 1996
Marine Midland Automotive Finance 1988 - 1990
Skills
Green Belt trained, Program Management, Relationship Management, Credit, New Business Development, Sales Management, Financial Analysis, Risk Management, Business Development, Pricing, Business Strategy, Sales, Negotiation, Loans, Portfolio Management, Selling, Management, Customer Service, Leadership, Strategy, Finance, Financial Services, Sales Process
Education
Kutztown University of Pennsylvania 1980 — 1984
BS
Wells Fargo Bank, N.A. March 2015 - Present
American Express 2010 - March 2015
GE Capital 2002 - 2009
Deutsche Bank 1996 - 2002
ITT 1990 - 1996
Marine Midland Automotive Finance 1988 - 1990
Skills
Green Belt trained, Program Management, Relationship Management, Credit, New Business Development, Sales Management, Financial Analysis, Risk Management, Business Development, Pricing, Business Strategy, Sales, Negotiation, Loans, Portfolio Management, Selling, Management, Customer Service, Leadership, Strategy, Finance, Financial Services, Sales Process
Education
Kutztown University of Pennsylvania 1980 — 1984
BS
Blake Wysong's Wells Fargo Bank, N.A. Experience August 2007 - November 2009
Job Sr Vice President, Human Resources at POET
Industry Renewables & Environment
Experience
POET May 2015 - Present
Syngenta December 2010 - May 2015
Novartis Animal Health November 2009 - December 2010
Wells Fargo Bank, N.A. August 2007 - November 2009
Novartis Animal Health March 2003 - August 2007
CAPITAL Card Services, Inc. December 1999 - March 2003
Beverly Healthcare January 1999 - December 1999
The Vanguard Group May 1997 - October 1998
Skills
Succession Planning, Employee Relations, Human Resources, Organizational Design, Employee Engagement, Organizational..., Performance Management, Talent Management, Recruiting, Change Management, Employee Benefits, Organizational..., Leadership, Management, Strategy
Education
Minnesota State University, Mankato 1992 — 1996
B.S., Human Resource Management and Business Management
POET May 2015 - Present
Syngenta December 2010 - May 2015
Novartis Animal Health November 2009 - December 2010
Wells Fargo Bank, N.A. August 2007 - November 2009
Novartis Animal Health March 2003 - August 2007
CAPITAL Card Services, Inc. December 1999 - March 2003
Beverly Healthcare January 1999 - December 1999
The Vanguard Group May 1997 - October 1998
Skills
Succession Planning, Employee Relations, Human Resources, Organizational Design, Employee Engagement, Organizational..., Performance Management, Talent Management, Recruiting, Change Management, Employee Benefits, Organizational..., Leadership, Management, Strategy
Education
Minnesota State University, Mankato 1992 — 1996
B.S., Human Resource Management and Business Management
Ben Heatley's Wells Fargo Bank, N.A. Experience April 2007 - Present
Job
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2007 - Present
Wachovia Bank, N.A. March 2005 - April 2007
Wachovia Bank, N.A. April 2002 - March 2005
Wachovia/First Union 1999 - 2001
First Union September 1998 - May 1999
First Union October 1995 - September 1998
First Union February 1994 - October 1995
Skills
AML, Banking, Compliance, Due Diligence, Enterprise Risk..., Governance, Policy, Risk Management
Education
Johnson C. Smith University - JCSU
Bachelor of Arts
Wells Fargo Bank, N.A. April 2007 - Present
Wachovia Bank, N.A. March 2005 - April 2007
Wachovia Bank, N.A. April 2002 - March 2005
Wachovia/First Union 1999 - 2001
First Union September 1998 - May 1999
First Union October 1995 - September 1998
First Union February 1994 - October 1995
Skills
AML, Banking, Compliance, Due Diligence, Enterprise Risk..., Governance, Policy, Risk Management
Education
Johnson C. Smith University - JCSU
Bachelor of Arts
Craig Kentner's Wells Fargo Bank, N.A. Experience February 2006 - September 2013
Job Legal Liaison at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2015 - Present
Wells Fargo September 2013 - Present
Wells Fargo Bank, N.A. February 2006 - September 2013
Wells Fargo Bank March 2001 - January 2006
Specialty's Cafe & Bakery April 1998 - March 2001
Skills
Commercial Lending, Portfolio Management, Credit, Loans, Banking, Process Improvement, Credit Analysis, Budgets, Commercial Banking, Finance, Financial Analysis, Financial Modeling, Underwriting, Management
Education
Graceland University 1981 — 1985
Economics and Finance
Wells Fargo February 2015 - Present
Wells Fargo September 2013 - Present
Wells Fargo Bank, N.A. February 2006 - September 2013
Wells Fargo Bank March 2001 - January 2006
Specialty's Cafe & Bakery April 1998 - March 2001
Skills
Commercial Lending, Portfolio Management, Credit, Loans, Banking, Process Improvement, Credit Analysis, Budgets, Commercial Banking, Finance, Financial Analysis, Financial Modeling, Underwriting, Management
Education
Graceland University 1981 — 1985
Economics and Finance
Kathleen Cave Sitzmann's Wells Fargo Bank, N.A. Experience October 2012 - Present
Job Compliance Manager at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. October 2012 - Present
Wells Fargo Home Mortgage September 2010 - September 2012
Wells Fargo Financial September 2009 - September 2010
Wells Fargo Financial August 2005 - September 2009
Skills
Operational Risk, Banking, Risk Management, Credit, Financial Risk, Mortgage Lending, Consumer Lending, Operational Risk..., Quality Assurance, Loans, Analysis, Bank Secrecy Act
Education
Drake University 2002 — 2004
MBA, Executive Development
Morningside College 1998 — 2002
Business Administration, Minor in Accounting
Wells Fargo Bank, N.A. October 2012 - Present
Wells Fargo Home Mortgage September 2010 - September 2012
Wells Fargo Financial September 2009 - September 2010
Wells Fargo Financial August 2005 - September 2009
Skills
Operational Risk, Banking, Risk Management, Credit, Financial Risk, Mortgage Lending, Consumer Lending, Operational Risk..., Quality Assurance, Loans, Analysis, Bank Secrecy Act
Education
Drake University 2002 — 2004
MBA, Executive Development
Morningside College 1998 — 2002
Business Administration, Minor in Accounting
Jolene Thomas-Higman's Wells Fargo Bank, N.A. Experience November 2011 - Present
Job CSR
Industry Banking
Experience
Wells Fargo Bank, N.A. November 2011 - Present
Wells Fargo Banker Connection 2011 - Present
Wells Fargo 1986 - Present
Skills
Loans
Education
Montana State University-Billings
Wells Fargo Bank, N.A. November 2011 - Present
Wells Fargo Banker Connection 2011 - Present
Wells Fargo 1986 - Present
Skills
Loans
Education
Montana State University-Billings
Jill Larson's Wells Fargo Bank, N.A. Experience 2010 - Present
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2010 - Present
Wells Fargo Bank, N.A. 2010 - Present
Wells Fargo 2007 - 2010
Wells Fargo 1997 - 2005
Skills
401k, Mutual Funds, Financial Services, Retirement, Relationship Management, Investments, Retirement Planning, Banking, Asset Allocation, Employee Benefits, Pensions, Risk Management, Defined Benefit, Series 63, Asset Management, Management
Education
Minnesota State University, Mankato 1987 — 1990
Bachelor's degree, Marketing/Marketing Management, General
Waldorf College 1985 — 1987
AA, General Business
Wells Fargo 2010 - Present
Wells Fargo Bank, N.A. 2010 - Present
Wells Fargo 2007 - 2010
Wells Fargo 1997 - 2005
Skills
401k, Mutual Funds, Financial Services, Retirement, Relationship Management, Investments, Retirement Planning, Banking, Asset Allocation, Employee Benefits, Pensions, Risk Management, Defined Benefit, Series 63, Asset Management, Management
Education
Minnesota State University, Mankato 1987 — 1990
Bachelor's degree, Marketing/Marketing Management, General
Waldorf College 1985 — 1987
AA, General Business
Greg Cleary's Wells Fargo Bank, N.A. Experience 1989 - 1995
Job Senior Manager at Optimity Advisors
Industry Hospital & Health Care
Experience
Optimity Advisors November 2014 - Present
Scripps Health April 2014 - August 2014
Kaiser Foundation Health Plan October 1999 - February 2014
Wells Fargo Bank, N.A. 1989 - 1995
Skills
Healthcare Information..., Healthcare, HIPAA, Healthcare Consulting, Revenue Cycle, Managed Care, Performance Improvement, EHR, Health Insurance, Management, Project Management, Change Management, Medicare, Member Relations, Medicaid, Healthcare Industry, Exchange Implementation..., Lean Six Sigma Black..., Process Improvement
Education
Harvard Business School Executive Education 2011 — 2011
Leadership
San Diego State University-California State University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Optimity Advisors November 2014 - Present
Scripps Health April 2014 - August 2014
Kaiser Foundation Health Plan October 1999 - February 2014
Wells Fargo Bank, N.A. 1989 - 1995
Skills
Healthcare Information..., Healthcare, HIPAA, Healthcare Consulting, Revenue Cycle, Managed Care, Performance Improvement, EHR, Health Insurance, Management, Project Management, Change Management, Medicare, Member Relations, Medicaid, Healthcare Industry, Exchange Implementation..., Lean Six Sigma Black..., Process Improvement
Education
Harvard Business School Executive Education 2011 — 2011
Leadership
San Diego State University-California State University 1984 — 1988
Bachelor of Arts (B.A.), Economics
Richard Helling's Wells Fargo Bank, N.A. Experience 1991 - Present
Job VP Commodities Trade Division at Wells Fargo Bank, N.A.
Industry International Trade and Development
Experience
Wells Fargo Bank, N.A. 1991 - Present
Wells Fargo HSBC Trade Bank 1998 - 2009
Education
Hastings College 1975 — 1979
Wells Fargo Bank, N.A. 1991 - Present
Wells Fargo HSBC Trade Bank 1998 - 2009
Education
Hastings College 1975 — 1979
Allan John Gil's Wells Fargo Bank, N.A. Experience October 2011 - March 2013
Job Trade Services Representative Standby Letters of Credit | Wells Fargo Bank
Industry Banking
Experience
Wells Fargo September 2014 - Present
Amegy Bank April 2013 - September 2014
Wells Fargo Bank, N.A. October 2011 - March 2013
Bridge Bank August 2009 - June 2011
Comerica Bank March 2007 - August 2009
Comerica Bank January 2000 - March 2007
Pacific Maintenance Company January 1998 - December 1999
Skills
Import/Export Letters..., Standby Letters of..., Documentary Colletion, Check Collection, Cash Letter, Accounts Payable, Accounts Receivable, General Ledger..., Bankers Acceptance, Deferred Payment, Letters of Credit, Trade Draft Discount, Acceptance Testing, Payments, Account Reconciliation, Banking, Cash, Letter Writing, Discount, Credit, Collections, Draft, Loans, Due Diligence, Credit Risk, Credit Analysis, Accounting, Cash Management, Commercial Banking, Finance, Portfolio Management, Financial Analysis
Education
Far Eastern University 1983 — 1987
Bachelor of Science in Commerce, Management
Wells Fargo September 2014 - Present
Amegy Bank April 2013 - September 2014
Wells Fargo Bank, N.A. October 2011 - March 2013
Bridge Bank August 2009 - June 2011
Comerica Bank March 2007 - August 2009
Comerica Bank January 2000 - March 2007
Pacific Maintenance Company January 1998 - December 1999
Skills
Import/Export Letters..., Standby Letters of..., Documentary Colletion, Check Collection, Cash Letter, Accounts Payable, Accounts Receivable, General Ledger..., Bankers Acceptance, Deferred Payment, Letters of Credit, Trade Draft Discount, Acceptance Testing, Payments, Account Reconciliation, Banking, Cash, Letter Writing, Discount, Credit, Collections, Draft, Loans, Due Diligence, Credit Risk, Credit Analysis, Accounting, Cash Management, Commercial Banking, Finance, Portfolio Management, Financial Analysis
Education
Far Eastern University 1983 — 1987
Bachelor of Science in Commerce, Management
Mary Cady's Wells Fargo Bank, N.A. Experience June 2012 - July 2015
Job Strategic Vendor Manager at USBank
Industry Banking
Experience
USBank July 2015 - Present
Wells Fargo Bank, N.A. June 2012 - July 2015
Wells Fargo Bank, N.A. October 2006 - June 2012
Sprint 1995 - 2006
Sprint Nextel 1995 - 2006
Skills
Key Account Management, Banking, Contract Negotiation, Contract Negotiations, Strategic Partnerships, Negotiation, Telecommunications, Consultative Selling, Account Management, Solution Selling, Forecasting, Sales Process, Customer Retention, B2B, PowerPoint, Customer Satisfaction, Team Building, Wireless, Business Acumen, RFP, Vendor Relations, Competitive Analysis, Mobile Applications, Selling, Leadership, Program Management, Salesforce.com, CRM, Sales
Education
Drake University
BA, Jounalism
USBank July 2015 - Present
Wells Fargo Bank, N.A. June 2012 - July 2015
Wells Fargo Bank, N.A. October 2006 - June 2012
Sprint 1995 - 2006
Sprint Nextel 1995 - 2006
Skills
Key Account Management, Banking, Contract Negotiation, Contract Negotiations, Strategic Partnerships, Negotiation, Telecommunications, Consultative Selling, Account Management, Solution Selling, Forecasting, Sales Process, Customer Retention, B2B, PowerPoint, Customer Satisfaction, Team Building, Wireless, Business Acumen, RFP, Vendor Relations, Competitive Analysis, Mobile Applications, Selling, Leadership, Program Management, Salesforce.com, CRM, Sales
Education
Drake University
BA, Jounalism
Trina Ward's Wells Fargo Bank, N.A. Experience 2009 - Present
Job Analytics Consultant at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. 2009 - Present
Wells Fargo Bank, N.A. March 2007 - November 2009
Vision Technologies February 2006 - March 2007
NSC Systems Group 1997 - 2007
Sun Microsystems 2000 - October 2005
Ingram Industries 1993 - 1997
Skills
Business Analysis, Requirements Gathering, Java, SDLC, Visio, Business Intelligence, Requirements Analysis, Risk Management, Software Documentation, Access, Analysis, Business Requirements, Process Improvement
Education
Fisk University 1989 — 1993
Bachelor of Arts (BA), Computer Science
Wells Fargo Bank, N.A. 2009 - Present
Wells Fargo Bank, N.A. March 2007 - November 2009
Vision Technologies February 2006 - March 2007
NSC Systems Group 1997 - 2007
Sun Microsystems 2000 - October 2005
Ingram Industries 1993 - 1997
Skills
Business Analysis, Requirements Gathering, Java, SDLC, Visio, Business Intelligence, Requirements Analysis, Risk Management, Software Documentation, Access, Analysis, Business Requirements, Process Improvement
Education
Fisk University 1989 — 1993
Bachelor of Arts (BA), Computer Science
Christie Schneck's Wells Fargo Bank, N.A. Experience July 2014 - Present
Job Marketing Analyst at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. July 2014 - Present
Wells Fargo Bank, N.A. September 2011 - July 2014
CHEP August 2006 - April 2008
Skills
Process Improvement, Visio, Training, Customer Service, Microsoft Office, Leadership, Access, Team Leadership
Education
University of Central Florida 2007 — 2012
Master of Arts, History
Florida State University 2002 — 2006
Bachelor of Arts, English (concentration Creative Writing), History
Wells Fargo Bank, N.A. July 2014 - Present
Wells Fargo Bank, N.A. September 2011 - July 2014
CHEP August 2006 - April 2008
Skills
Process Improvement, Visio, Training, Customer Service, Microsoft Office, Leadership, Access, Team Leadership
Education
University of Central Florida 2007 — 2012
Master of Arts, History
Florida State University 2002 — 2006
Bachelor of Arts, English (concentration Creative Writing), History
Mignon Winston's Wells Fargo Bank, N.A. Experience 2005 - December 2010
Job First Vice President & Portfolio Manager at Sterling National Bank
Industry Banking
Experience
Sterling National Bank May 2015 - Present
First Capital September 2012 - May 2015
First Capital May 2011 - October 2012
Wells Fargo Bank, N.A. 2005 - December 2010
The CIT Group, Inc. 2001 - 2005
JP Morgan Chase 2000 - 2001
Heller Financial 1994 - 1999
Chemical Bank 1985 - 1994
Skills
Credit, Loans, Finance, Underwriting, Asset Based Lending, Account Management, Auditing, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Corporate Finance, Commercial Lending
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Harvard University 1981 — 1985
1985, Economics
Sterling National Bank May 2015 - Present
First Capital September 2012 - May 2015
First Capital May 2011 - October 2012
Wells Fargo Bank, N.A. 2005 - December 2010
The CIT Group, Inc. 2001 - 2005
JP Morgan Chase 2000 - 2001
Heller Financial 1994 - 1999
Chemical Bank 1985 - 1994
Skills
Credit, Loans, Finance, Underwriting, Asset Based Lending, Account Management, Auditing, Credit Analysis, Portfolio Management, Financial Analysis, Credit Risk, Corporate Finance, Commercial Lending
Education
New York University - Leonard N. Stern School of Business 1989 — 1993
MBA, Finance
Harvard University 1981 — 1985
1985, Economics
Heather Doane's Wells Fargo Bank, N.A. Experience Client Service AdministratorWells Fargo Bank Institutional TrustFebruary 2006 - February 2007
Job Service Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. Client Service AdministratorWells Fargo Bank Institutional TrustFebruary 2006 - February 2007
Education
Indiana University-Northwest 2002 — 2004
Wells Fargo Bank, N.A. Client Service AdministratorWells Fargo Bank Institutional TrustFebruary 2006 - February 2007
Education
Indiana University-Northwest 2002 — 2004
David Oles's Wells Fargo Bank, N.A. Experience January 1989 - December 1992
Job Managing Director at Pickwick Capital Partners, LLC
Industry Investment Banking
Experience
Pickwick Capital Partners, LLC July 2014 - Present
Asher Consulting Group, Ltd. December 2000 - Present
Mortgage Managers December 1996 - Present
Virtual Film Market, Inc. January 1995 - December 1996
Chase Manhattan Bank - PFS January 1993 - May 1994
Wells Fargo Bank, N.A. January 1989 - December 1992
Skills
Investment Banking, Financial Analysis, Private Equity, Corporate Finance, Investments, Venture Capital, Alternative Investments, Structured Finance, Financial Structuring, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Executive Management, Emerging Markets, Due Diligence, Corporate Development, Capital Markets, Restructuring, Project Finance, Joint Ventures, Financial Modeling, Start-ups, Asset Management, Finance, Acquisitions, Funding, Hedge Funds, Equities, Portfolio Management, Loans, Real Estate Economics, Mortgage Lending, Real Estate Financing
Education
Fuller Theological Seminary 2002 — 2005
Master of Arts (M.A.), Theology
University of Southern California - Marshall School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Corporate Finance
University of California, Los Angeles 1982 — 1988
Bachelor’s Degree, Political Science
Pickwick Capital Partners, LLC July 2014 - Present
Asher Consulting Group, Ltd. December 2000 - Present
Mortgage Managers December 1996 - Present
Virtual Film Market, Inc. January 1995 - December 1996
Chase Manhattan Bank - PFS January 1993 - May 1994
Wells Fargo Bank, N.A. January 1989 - December 1992
Skills
Investment Banking, Financial Analysis, Private Equity, Corporate Finance, Investments, Venture Capital, Alternative Investments, Structured Finance, Financial Structuring, Mergers & Acquisitions, Entrepreneurship, Strategic Planning, Executive Management, Emerging Markets, Due Diligence, Corporate Development, Capital Markets, Restructuring, Project Finance, Joint Ventures, Financial Modeling, Start-ups, Asset Management, Finance, Acquisitions, Funding, Hedge Funds, Equities, Portfolio Management, Loans, Real Estate Economics, Mortgage Lending, Real Estate Financing
Education
Fuller Theological Seminary 2002 — 2005
Master of Arts (M.A.), Theology
University of Southern California - Marshall School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Corporate Finance
University of California, Los Angeles 1982 — 1988
Bachelor’s Degree, Political Science
Chris Spaugh's Wells Fargo Bank, N.A. Experience June 2014 - Present
Job Philanthropic Planning Strategist Team Manager
Industry Banking
Experience
Wells Fargo Bank, NA June 2014 - Present
Wells Fargo Bank, N.A. September 2012 - May 2014
Wells Fargo Bank and Wachovia Bank March 2004 - September 2012
Wachovia Bank, N.A. June 2001 - March 2004
Wachovia Bank, N.A. December 1995 - June 2001
Skills
Asset Management, Wealth Management, Public Speaking, Portfolio Management, Banking, Estate Planning, Financial Services, Philanthropy, Risk Management, Wealth, Charitable Trusts, Training, Investments, Nonprofits, Private Foundations, Wealth Management..., High Net Worth..., Management, Retirement Planning, Charities
Education
The American College 2012 — 2014
MSFS, Masters of Science in Financial Services
Gardner-Webb University 1995 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Bank, NA June 2014 - Present
Wells Fargo Bank, N.A. September 2012 - May 2014
Wells Fargo Bank and Wachovia Bank March 2004 - September 2012
Wachovia Bank, N.A. June 2001 - March 2004
Wachovia Bank, N.A. December 1995 - June 2001
Skills
Asset Management, Wealth Management, Public Speaking, Portfolio Management, Banking, Estate Planning, Financial Services, Philanthropy, Risk Management, Wealth, Charitable Trusts, Training, Investments, Nonprofits, Private Foundations, Wealth Management..., High Net Worth..., Management, Retirement Planning, Charities
Education
The American College 2012 — 2014
MSFS, Masters of Science in Financial Services
Gardner-Webb University 1995 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Michael J. Porter CFA, CTFA's Wells Fargo Bank, N.A. Experience January 2003 - June 2014
Job Investment Analyst/Financial Advocate
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2003 - June 2014
Wachovia/Wells Fargo Bank January 1999 - December 2003
Skills
Financial Literacy, Bartering, Effective Efficiency, Personal Finance, Investments, Investment Advisory, Logical Reasoning, Due Diligence, Financial Advocacy, Analytical Reasoning, Closely Held Businesses, Trust Asset Management, Business Valuation, Business Succession..., Fiduciary Services, Financial Analysis, Fiduciary Management, Investment Management, Portfolio Management, Equities, Self Reliancy, Wealth Management, Financial Advisory, Investment Strategies, Strategic Financial..., Charitable Trusts, Nonprofits, Alternative Investments, Valuation, Financial Modeling, Credit, High Net Worth..., Completion of Cannon...
Education
Marshall University 1994 — 1996
MBA
Marshall University 1989 — 1993
B.S., Mathematics / Minor: Economics
Wells Fargo Bank, N.A. January 2003 - June 2014
Wachovia/Wells Fargo Bank January 1999 - December 2003
Skills
Financial Literacy, Bartering, Effective Efficiency, Personal Finance, Investments, Investment Advisory, Logical Reasoning, Due Diligence, Financial Advocacy, Analytical Reasoning, Closely Held Businesses, Trust Asset Management, Business Valuation, Business Succession..., Fiduciary Services, Financial Analysis, Fiduciary Management, Investment Management, Portfolio Management, Equities, Self Reliancy, Wealth Management, Financial Advisory, Investment Strategies, Strategic Financial..., Charitable Trusts, Nonprofits, Alternative Investments, Valuation, Financial Modeling, Credit, High Net Worth..., Completion of Cannon...
Education
Marshall University 1994 — 1996
MBA
Marshall University 1989 — 1993
B.S., Mathematics / Minor: Economics
Jacki Baker's Wells Fargo Bank, N.A. Experience July 2012 - Present
Job Senior Learning and Development Consultant
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo Bank, N.A. July 2012 - Present
Wells Fargo Bank, N.A. 2000 - Present
Wells Fargo Home Mortgage May 1998 - May 2000
EDS, an HP company 1989 - 1998
Skills
Performance Management, Talent Management, Training Delivery, Performance Consulting, Instructor-led Training, Leadership Development, Needs Analysis, Training, Banking, Mortgage Lending, Coaching, Change Management, ADDIE, Workshop Facilitation, Blended Learning, Instructional Design
Education
Grand View College 1980 — 1983
Wells Fargo April 2015 - Present
Wells Fargo Bank, N.A. July 2012 - Present
Wells Fargo Bank, N.A. 2000 - Present
Wells Fargo Home Mortgage May 1998 - May 2000
EDS, an HP company 1989 - 1998
Skills
Performance Management, Talent Management, Training Delivery, Performance Consulting, Instructor-led Training, Leadership Development, Needs Analysis, Training, Banking, Mortgage Lending, Coaching, Change Management, ADDIE, Workshop Facilitation, Blended Learning, Instructional Design
Education
Grand View College 1980 — 1983
Kevin D. Poppe's Wells Fargo Bank, N.A. Experience March 2008 - Present
Job Wells Fargo Bank, N.A. Senior Vice President Commercial Real Estate
Industry Commercial Real Estate
Experience
Wells Fargo Bank, N.A. March 2008 - Present
Wachovia Capital Markets, LLC - Wachovia Securities June 2007 - March 2008
JP Morgan 2003 - 2007
Skills
Sourcing, Series 7, Commercial Banking, Securities, Small Business Lending, Series 63, Real Estate Transactions, Wealth Management, Financial Services, Relationship Management, Brokerage, Strategic Planning, Investment Management, Derivatives, Real Estate Development
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance
Williams College 1993 — 1997
BA
Wells Fargo Bank, N.A. March 2008 - Present
Wachovia Capital Markets, LLC - Wachovia Securities June 2007 - March 2008
JP Morgan 2003 - 2007
Skills
Sourcing, Series 7, Commercial Banking, Securities, Small Business Lending, Series 63, Real Estate Transactions, Wealth Management, Financial Services, Relationship Management, Brokerage, Strategic Planning, Investment Management, Derivatives, Real Estate Development
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Finance
Williams College 1993 — 1997
BA
Chris Barta's Wells Fargo Bank, N.A. Experience 2004 - 2008
Job Independent Human Resources Professional
Industry Human Resources
Experience
Wells Fargo Bank, N.A. 2004 - 2008
Education
Del Mar College 1976 — 1980
Wells Fargo Bank, N.A. 2004 - 2008
Education
Del Mar College 1976 — 1980
Wood Stortzum's Wells Fargo Bank, N.A. Experience February 2006 - April 2010
Job Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank July 2013 - Present
First State Bank of Illinois May 2010 - July 2013
Wells Fargo Bank, N.A. February 2006 - April 2010
Bi-County Title Company January 1996 - January 2006
Skills
Banking, Financial Analysis, Small Business Lending, Portfolio Management, Loan Origination, Credit Analysis, Public Speaking, Business Development, Nonprofits, Leadership Development, Mortgage Lending, Commercial Lending, Public Relations, Retail Banking, Fundraising, Underwriting, Credit, Project Management, Leadership, Loans, Commercial Banking, Economic Development, Strategic Planning, Investments
Education
Eastern Illinois University 1972 — 1976
B.S., Business Adminstration and Finance
U.S. Bank July 2013 - Present
First State Bank of Illinois May 2010 - July 2013
Wells Fargo Bank, N.A. February 2006 - April 2010
Bi-County Title Company January 1996 - January 2006
Skills
Banking, Financial Analysis, Small Business Lending, Portfolio Management, Loan Origination, Credit Analysis, Public Speaking, Business Development, Nonprofits, Leadership Development, Mortgage Lending, Commercial Lending, Public Relations, Retail Banking, Fundraising, Underwriting, Credit, Project Management, Leadership, Loans, Commercial Banking, Economic Development, Strategic Planning, Investments
Education
Eastern Illinois University 1972 — 1976
B.S., Business Adminstration and Finance
Beverly Capers's Wells Fargo Bank, N.A. Experience April 2000 - December 2006
Job Account Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Farg Bank, N.A. January 2007 - October 2014
Friendship Baptist Church June 1991 - August 2012
Wells Fargo Bank, N.A. April 2000 - December 2006
Norwest Bank December 1991 - April 2000
Skills
Banking, Customer Service, Finance, Financial Analysis, Risk Management, Management, Sales, Social Media, Accounting, Relationship Management, Team Building, Credit Analysis
Education
Hood College 1987 — 1991
BA, Economics and Management
Wells Farg Bank, N.A. January 2007 - October 2014
Friendship Baptist Church June 1991 - August 2012
Wells Fargo Bank, N.A. April 2000 - December 2006
Norwest Bank December 1991 - April 2000
Skills
Banking, Customer Service, Finance, Financial Analysis, Risk Management, Management, Sales, Social Media, Accounting, Relationship Management, Team Building, Credit Analysis
Education
Hood College 1987 — 1991
BA, Economics and Management
Alex Beuzelin's Wells Fargo Bank, N.A. Experience July 2007 - October 2010
Job Senior Portfolio Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae June 2012 - Present
Fannie Mae October 2010 - June 2012
Wells Fargo Bank, N.A. July 2007 - October 2010
Ruesch International January 1997 - July 2007
Ruesch International January 1995 - January 1997
Ruesch International January 1993 - January 1995
Group Health & Medical Services, Inc. January 1992 - January 1993
World Access, Inc. January 1990 - January 1992
Skills
Portfolio Management, Securities, Financial Markets, Risk Management, Fixed Income, Credit Risk, Operational Excellence, Collaborative, Team Leadership, Market Analysis, Market Research, Analysis, Relationship Management, Cross-functional Team..., Structured Products, Leadership, Capital Markets, Securitization, Currency, Sales, Structured Finance
Education
The Johns Hopkins University - Carey Business School 1996 — 2000
MBA, Finance
McGill University 1986 — 1990
BA, Economics and Political Science
Fannie Mae June 2012 - Present
Fannie Mae October 2010 - June 2012
Wells Fargo Bank, N.A. July 2007 - October 2010
Ruesch International January 1997 - July 2007
Ruesch International January 1995 - January 1997
Ruesch International January 1993 - January 1995
Group Health & Medical Services, Inc. January 1992 - January 1993
World Access, Inc. January 1990 - January 1992
Skills
Portfolio Management, Securities, Financial Markets, Risk Management, Fixed Income, Credit Risk, Operational Excellence, Collaborative, Team Leadership, Market Analysis, Market Research, Analysis, Relationship Management, Cross-functional Team..., Structured Products, Leadership, Capital Markets, Securitization, Currency, Sales, Structured Finance
Education
The Johns Hopkins University - Carey Business School 1996 — 2000
MBA, Finance
McGill University 1986 — 1990
BA, Economics and Political Science
Catherine Parkhurst's Wells Fargo Bank, N.A. Experience 2006 - 2008
Job Business Analyst
Industry Information Technology and Services
Experience
Schumacher Group August 2011 - Present
Trine Consulting 2007 - December 2011
Wells Fargo Bank, N.A. 2006 - 2008
Wells Fargo Bank, N.A. 2005 - 2006
Wells Fargo Bank, N.A. 2000 - 2005
Wells Fargo Bank, N.A. 1996 - 1999
Skills
Business Analysis, Business Process Design, Program Management, Project Management, Data Analysis, Document Management, Data Conversion, Real Estate, Leadership, Cross-functional Team..., Business Objects, Business Process..., Change Management, Visio, SDLC, ERP, Business Intelligence
Education
San Francisco State University 2008 — 2008
Project Management
Harvard University 1990 — 1991
Government
Louisiana State University 1986 — 1990
B.A., Political Science, Summa cum laude
Schumacher Group August 2011 - Present
Trine Consulting 2007 - December 2011
Wells Fargo Bank, N.A. 2006 - 2008
Wells Fargo Bank, N.A. 2005 - 2006
Wells Fargo Bank, N.A. 2000 - 2005
Wells Fargo Bank, N.A. 1996 - 1999
Skills
Business Analysis, Business Process Design, Program Management, Project Management, Data Analysis, Document Management, Data Conversion, Real Estate, Leadership, Cross-functional Team..., Business Objects, Business Process..., Change Management, Visio, SDLC, ERP, Business Intelligence
Education
San Francisco State University 2008 — 2008
Project Management
Harvard University 1990 — 1991
Government
Louisiana State University 1986 — 1990
B.A., Political Science, Summa cum laude
Adam Ryzenman's Wells Fargo Bank, N.A. Experience January 2008 - Present
Job Vice President at Wachovia Bank
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2008 - Present
Wells Fargo Bank November 2001 - Present
SunTrust Bank December 1995 - October 2001
Education
Florida State University 1994 — 1995
BS, Finance, Marketing & Multi Business Operations
Wells Fargo Bank, N.A. January 2008 - Present
Wells Fargo Bank November 2001 - Present
SunTrust Bank December 1995 - October 2001
Education
Florida State University 1994 — 1995
BS, Finance, Marketing & Multi Business Operations
Stacy Falconer`'s Wells Fargo Bank, N.A. Experience March 2011 - Present
Job Strategy Consultant, Business Support Manager at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. March 2011 - Present
Wachovia Bank, N.A. October 2009 - March 2011
Wachovia, A Wells Fargo Company 2008 - March 2011
Wells Fargo 2008 - March 2011
Wells Fargo Bank 2008 - March 2011
Wachovia Corporation 1995 - March 2011
Skills
Banking, Change Management, Process Improvement, Program Management, Cross-functional Team..., Vendor Management, Situational Leadership, Team Building, Project Management, Customer Experience, Business Requirements, Performance Management, Risk Management, SDLC, Business Analysis, Mergers & Acquisitions, Leadership, Business Strategy, Executive Management
Education
Miami Dade College 1970 — 1972
Mathmatics; Foreign Language-Spanish
Miami Dade College
Miami Senior High School, Miami Dade College
Wells Fargo Bank, N.A. March 2011 - Present
Wachovia Bank, N.A. October 2009 - March 2011
Wachovia, A Wells Fargo Company 2008 - March 2011
Wells Fargo 2008 - March 2011
Wells Fargo Bank 2008 - March 2011
Wachovia Corporation 1995 - March 2011
Skills
Banking, Change Management, Process Improvement, Program Management, Cross-functional Team..., Vendor Management, Situational Leadership, Team Building, Project Management, Customer Experience, Business Requirements, Performance Management, Risk Management, SDLC, Business Analysis, Mergers & Acquisitions, Leadership, Business Strategy, Executive Management
Education
Miami Dade College 1970 — 1972
Mathmatics; Foreign Language-Spanish
Miami Dade College
Miami Senior High School, Miami Dade College
Claire Kneip's Wells Fargo Bank, N.A. Experience May 2005 - Present
Job Senior Administrative Assistant at Wachovia Corporation
Industry Financial Services
Experience
Wells Fargo Bank, N.A. May 2005 - Present
UnitedHealthcare - Charlotte, NC June 2001 - June 2004
Computer Sciences Corportion June 1999 - April 2001
Nordberg Sales Corporation October 1995 - October 1998
Deloitte & Touche April 1987 - April 1995
Skills
Budgets, Organization, Financial Reporting, Notary Public, Human Resources, Project Management, Office Management, Accounting, Microsoft Excel, Event Planning, Accounts Payable, Customer Service, Outlook, Risk Management, Financial Analysis
Education
Gardner-Webb University 1999 — 2003
Bachelor of Science, Business Administration, 3.5
Wells Fargo Bank, N.A. May 2005 - Present
UnitedHealthcare - Charlotte, NC June 2001 - June 2004
Computer Sciences Corportion June 1999 - April 2001
Nordberg Sales Corporation October 1995 - October 1998
Deloitte & Touche April 1987 - April 1995
Skills
Budgets, Organization, Financial Reporting, Notary Public, Human Resources, Project Management, Office Management, Accounting, Microsoft Excel, Event Planning, Accounts Payable, Customer Service, Outlook, Risk Management, Financial Analysis
Education
Gardner-Webb University 1999 — 2003
Bachelor of Science, Business Administration, 3.5
Chris Hadley's Wells Fargo Bank, N.A. Experience April 2014 - July 2015
Job Principal Consultant at Hadley Consulting Group, LLC
Industry Financial Services
Experience
Hadley Consulting Group, LLC July 2015 - Present
Wells Fargo Bank, N.A. April 2014 - July 2015
Citywide Banks October 2007 - March 2014
Guaranty Bank April 2006 - October 2007
Hadley & Associates, Inc. June 1990 - May 2006
Southside National Bank June 1985 - May 1990
Mercantile Bank & Trust August 1980 - May 1985
Skills
Analysis, Real Estate, Budget, Customer Service, Project Management, Process Improvement, Private Banking, Marketing, Team Leadership, Small Business Lending, Fly Fishing, Strategic Planning, Budgets, Commercial Lending, Risk Management, Loan Origination, Commercial Mortgages, Finance, Business Development, Corporate Finance, Accounting, Mortgage Lending, Construction Loans, Credit, Insurance, SBA 504, Refinance, Public Speaking, Healthcare, Consumer Lending, Lines Of Credit, Sales, Change Management, Portfolio Management, Financial Modeling, SBA, Due Diligence
Education
St. Louis University 1978 — 1980
Associate's Degree, International Finance
The American College 1975 — 1978
Chartered Life Underwriter, Insurance Industry
Drury University 1963 — 1967
B.S., Business Admin./Economics
Hadley Consulting Group, LLC July 2015 - Present
Wells Fargo Bank, N.A. April 2014 - July 2015
Citywide Banks October 2007 - March 2014
Guaranty Bank April 2006 - October 2007
Hadley & Associates, Inc. June 1990 - May 2006
Southside National Bank June 1985 - May 1990
Mercantile Bank & Trust August 1980 - May 1985
Skills
Analysis, Real Estate, Budget, Customer Service, Project Management, Process Improvement, Private Banking, Marketing, Team Leadership, Small Business Lending, Fly Fishing, Strategic Planning, Budgets, Commercial Lending, Risk Management, Loan Origination, Commercial Mortgages, Finance, Business Development, Corporate Finance, Accounting, Mortgage Lending, Construction Loans, Credit, Insurance, SBA 504, Refinance, Public Speaking, Healthcare, Consumer Lending, Lines Of Credit, Sales, Change Management, Portfolio Management, Financial Modeling, SBA, Due Diligence
Education
St. Louis University 1978 — 1980
Associate's Degree, International Finance
The American College 1975 — 1978
Chartered Life Underwriter, Insurance Industry
Drury University 1963 — 1967
B.S., Business Admin./Economics
Leon Crumpler's Wells Fargo Bank, N.A. Experience February 2010 - Present
Job Project Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank, N.A. February 2010 - Present
Wachovia May 1996 - February 2010
Wachovia Bank May 1996 - February 2010
Skills
Banking, Financial Services, Business Requirements, Business Analysis, SDLC, Process Improvement, Risk Management, Vendor Management, Visio, PMO, Portfolio Management, Relationship Management, Training
Education
Strayer University (VA) 2008 — 2011
Executive Graduate Certificate in Business Administration - Concentration in Management
Fayetteville State University 1981 — 1984
B.A., Political
Wells Fargo Bank April 2013 - Present
Wells Fargo Bank, N.A. February 2010 - Present
Wachovia May 1996 - February 2010
Wachovia Bank May 1996 - February 2010
Skills
Banking, Financial Services, Business Requirements, Business Analysis, SDLC, Process Improvement, Risk Management, Vendor Management, Visio, PMO, Portfolio Management, Relationship Management, Training
Education
Strayer University (VA) 2008 — 2011
Executive Graduate Certificate in Business Administration - Concentration in Management
Fayetteville State University 1981 — 1984
B.A., Political
Jennifer (Koeppel) Wegmann's Wells Fargo Bank, N.A. Experience January 2010 - Present
Job Fund Events Analyst at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2010 - Present
Wachovia Bank July 2007 - January 2010
Wachovia Bank, N.A. June 2005 - June 2007
SouthTrust Bank, N.A. September 2002 - April 2005
Skills
Retirement Planning, Relationship Management, 401k, Investments, Retirement, Customer Service, Manage Client..., Mutual Funds
Education
University of Maryland Baltimore County 1993 — 1996
Sociology, Creative Writing
Covenant College 1989 — 1992
Wells Fargo Bank, N.A. January 2010 - Present
Wachovia Bank July 2007 - January 2010
Wachovia Bank, N.A. June 2005 - June 2007
SouthTrust Bank, N.A. September 2002 - April 2005
Skills
Retirement Planning, Relationship Management, 401k, Investments, Retirement, Customer Service, Manage Client..., Mutual Funds
Education
University of Maryland Baltimore County 1993 — 1996
Sociology, Creative Writing
Covenant College 1989 — 1992
John Schellpfeffer's Wells Fargo Bank, N.A. Experience 2009 - 2010
Job Managing Director at Wells Fargo Real Estate Capital Markets
Industry Commercial Real Estate
Experience
Wells Fargo Real Estate Capital Markets 2010 - Present
Wells Fargo Bank, N.A. 2009 - 2010
Wachovia Securities 2002 - 2008
First Union Securities 1998 - 2002
Austin Realty Advisors, LLC 1995 - 1998
GE Capital - Commercial Real Estate 1987 - 1995
Education
Fairfield University 1983 — 1987
BS, Finance
Southern Methodist University
Southern Methodist University
Southern Methodist University
Wells Fargo Real Estate Capital Markets 2010 - Present
Wells Fargo Bank, N.A. 2009 - 2010
Wachovia Securities 2002 - 2008
First Union Securities 1998 - 2002
Austin Realty Advisors, LLC 1995 - 1998
GE Capital - Commercial Real Estate 1987 - 1995
Education
Fairfield University 1983 — 1987
BS, Finance
Southern Methodist University
Southern Methodist University
Southern Methodist University
Bob Huddleston's Wells Fargo Bank, N.A. Experience 1991 - Present
Job Business Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. 1991 - Present
Skills
Project Management, Strategic Planning, Small Business Lending, Team Building, Customer Service, Sales, Team Leadership, Budgets, Financial Analysis, Risk Management
Education
Creighton University 1982 — 1986
B.S.B.A., Management Information Systems
Wells Fargo Bank, N.A. 1991 - Present
Skills
Project Management, Strategic Planning, Small Business Lending, Team Building, Customer Service, Sales, Team Leadership, Budgets, Financial Analysis, Risk Management
Education
Creighton University 1982 — 1986
B.S.B.A., Management Information Systems
Deanna Drake's Wells Fargo Bank, N.A. Experience September 2004 - September 2009
Job Front Office Administrator @ Cushman & Wakefield | Thalhimer
Industry Real Estate
Experience
Cushman & WakefieldThalhimer December 2012 - Present
The Chickasaw Nation, Department of Tourism August 2009 - November 2010
Wells Fargo Bank, N.A. September 2004 - September 2009
Skills
Customer Service, Event Planning, Marketing Communications, Public Relations, Project Management, Social Media, Event Management, Public Speaking, Marketing Strategy, Social Media Marketing, Advertising, Project Coordination
Education
Iowa State University 1972 — 1974
none, Distributive Studies, Physical Education
Cushman & WakefieldThalhimer December 2012 - Present
The Chickasaw Nation, Department of Tourism August 2009 - November 2010
Wells Fargo Bank, N.A. September 2004 - September 2009
Skills
Customer Service, Event Planning, Marketing Communications, Public Relations, Project Management, Social Media, Event Management, Public Speaking, Marketing Strategy, Social Media Marketing, Advertising, Project Coordination
Education
Iowa State University 1972 — 1974
none, Distributive Studies, Physical Education
Reda Sabaliauskaite's Wells Fargo Bank, N.A. Experience February 2012 - Present
Job Relationship Manager, Vice President at Wells Fargo Bank, N.A.
Industry
Experience
Wells Fargo Bank, N.A. February 2012 - Present
The Bank of New York Mellon Trust Company, N. A. June 2010 - January 2012
Architectural Design Concepts LLC June 2009 - January 2010
The Bank of New York Trust Company, N. A. June 2007 - December 2008
The Bank of New York Trust Company, N. A. June 2005 - June 2007
Kennesaw State University August 2004 - May 2005
Skills
Banking
Education
Kennesaw State University 2006 — 2008
Master of Science in Information Systems
Kennesaw State University - Michael J. Coles College of Business
Wells Fargo Bank, N.A. February 2012 - Present
The Bank of New York Mellon Trust Company, N. A. June 2010 - January 2012
Architectural Design Concepts LLC June 2009 - January 2010
The Bank of New York Trust Company, N. A. June 2007 - December 2008
The Bank of New York Trust Company, N. A. June 2005 - June 2007
Kennesaw State University August 2004 - May 2005
Skills
Banking
Education
Kennesaw State University 2006 — 2008
Master of Science in Information Systems
Kennesaw State University - Michael J. Coles College of Business
Tina Armour's Wells Fargo Bank, N.A. Experience 2011 - Present
Job Loan Verification Analyst III at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. 2011 - Present
Wells Fargo Bank, N.A 2009 - Present
Wachovia, A Wells Fargo Company June 2007 - June 2009
Wells Fargo Bank, N.A. 2004 - 2007
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Mortgage Banking, Banking, Sales, Customer Service, Commercial Lending, Quality Auditing, Document Review, Data Analysis, Finance, Financial Analysis, Loan Origination, Portfolio Management, Loss Mitigation, Underwriting, Analysis, Refinance, Residential Mortgages
Education
Johnson C. Smith University - JCSU 1996 — 1999
Bachlor of Arts, Sociology and Criminal Justice
Wells Fargo Bank, N.A. 2011 - Present
Wells Fargo Bank, N.A 2009 - Present
Wachovia, A Wells Fargo Company June 2007 - June 2009
Wells Fargo Bank, N.A. 2004 - 2007
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Mortgage Banking, Banking, Sales, Customer Service, Commercial Lending, Quality Auditing, Document Review, Data Analysis, Finance, Financial Analysis, Loan Origination, Portfolio Management, Loss Mitigation, Underwriting, Analysis, Refinance, Residential Mortgages
Education
Johnson C. Smith University - JCSU 1996 — 1999
Bachlor of Arts, Sociology and Criminal Justice
Christopher Boozer's Wells Fargo Bank, N.A. Experience April 2002 - April 2003
Job AXA Advisors
Industry Financial Services
Experience
AXA Advisors February 2015 - Present
American Express March 2012 - April 2014
NSHMBA 2010 - 2011
Thunderbird School of Global Management 2010 - 2011
Pre-Paid Legal Services, Inc April 2004 - December 2010
Intel Corporation May 2010 - August 2010
Wells Fargo Bank Arizona April 2002 - September 2005
Wells Fargo Bank, N.A. April 2002 - April 2003
Skills
Recruiting, Marketing, Negotiation, Sourcing, Talent Management, Training, Business Planning, Strategic Planning, Financial Analysis, Process Improvement, Cross-functional Team..., Strategy, Business Development, Leadership, Business Strategy, Project Management, Competitive Analysis, Entrepreneurship, Nonprofits, Finance, Analysis, Market Research, Management Consulting, Marketing Strategy, Program Management, Salesforce.com, Human Resources, Pricing, Change Management, International Business, Data Analysis, New Business Development, Analytics, Market Analysis, Contract Negotiation, Team Leadership, Consulting, Risk Management, Project Planning, Budgets, Operations Management, Leadership Development, Team Building, Organizational..., Strategic Consulting, Relationship Management, Account Management, Team Management, Business Intelligence, Coaching
Education
Thunderbird School of Global Management 2010 — 2011
MBA, Global Management; Strategy and Bus Dev
Kansas State University 2000 — 2002
Studied Finance
Grambling State University 1996 — 2000
Bachelor of Science (BS), Accounting
AXA Advisors February 2015 - Present
American Express March 2012 - April 2014
NSHMBA 2010 - 2011
Thunderbird School of Global Management 2010 - 2011
Pre-Paid Legal Services, Inc April 2004 - December 2010
Intel Corporation May 2010 - August 2010
Wells Fargo Bank Arizona April 2002 - September 2005
Wells Fargo Bank, N.A. April 2002 - April 2003
Skills
Recruiting, Marketing, Negotiation, Sourcing, Talent Management, Training, Business Planning, Strategic Planning, Financial Analysis, Process Improvement, Cross-functional Team..., Strategy, Business Development, Leadership, Business Strategy, Project Management, Competitive Analysis, Entrepreneurship, Nonprofits, Finance, Analysis, Market Research, Management Consulting, Marketing Strategy, Program Management, Salesforce.com, Human Resources, Pricing, Change Management, International Business, Data Analysis, New Business Development, Analytics, Market Analysis, Contract Negotiation, Team Leadership, Consulting, Risk Management, Project Planning, Budgets, Operations Management, Leadership Development, Team Building, Organizational..., Strategic Consulting, Relationship Management, Account Management, Team Management, Business Intelligence, Coaching
Education
Thunderbird School of Global Management 2010 — 2011
MBA, Global Management; Strategy and Bus Dev
Kansas State University 2000 — 2002
Studied Finance
Grambling State University 1996 — 2000
Bachelor of Science (BS), Accounting
Yesenia Foshee's Wells Fargo Bank, N.A. Experience April 2012 - February 2013
Job Banking
Industry Banking
Experience
Wells Fargo Bank, N.A. April 2012 - February 2013
Libertad Bank, SSB August 2005 - September 2011
American 1 Credit Union March 2002 - July 2004
Skills
Banking, Credit Unions, Business Relationship..., Customer Satisfaction, Customer Retention, Loans, Branch Management, New Account Opening
Education
Jackson Community College
Business Administration
Wells Fargo Bank, N.A. April 2012 - February 2013
Libertad Bank, SSB August 2005 - September 2011
American 1 Credit Union March 2002 - July 2004
Skills
Banking, Credit Unions, Business Relationship..., Customer Satisfaction, Customer Retention, Loans, Branch Management, New Account Opening
Education
Jackson Community College
Business Administration
Mary Cosentino's Wells Fargo Bank, N.A. Experience August 1978 - Present
Job Trust and Fiduciary Specialist at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. August 1978 - Present
Education
Drexel University 1970 — 1974
BS, Education
Wells Fargo Bank, N.A. August 1978 - Present
Education
Drexel University 1970 — 1974
BS, Education
Anthony Kohler's Wells Fargo Bank, N.A. Experience June 2012 - March 2014
Job Staff Accountant at Crave Holdings, LLC
Industry Financial Services
Experience
Crave Holdings, LLC September 2014 - Present
Accountemps May 2014 - August 2014
Wells Fargo Bank, N.A June 2012 - March 2014
Wells Fargo Bank, N.A. July 2010 - May 2012
St. Croix Lutheran High School August 2008 - July 2010
Schaeffler (Ningxia) Co., Ltd February 2008 - April 2008
Aston English School June 2007 - April 2008
Ningxia Institute of Science September 2004 - June 2006
Skills
Public Speaking, Residential Mortgages, Cold Calling, Microsoft Office, Leadership, Mortgage Lending, Financial Analysis, Customer Service, English, Credit, Mortgage Banking, Loan Origination, Microsoft Excel, FHA
Education
St. Mary’s University of Minnesota 2011 — 2014
Accounting
Ningxia University
Martin Luther College
Bachelor of Science, Education
Crave Holdings, LLC September 2014 - Present
Accountemps May 2014 - August 2014
Wells Fargo Bank, N.A June 2012 - March 2014
Wells Fargo Bank, N.A. July 2010 - May 2012
St. Croix Lutheran High School August 2008 - July 2010
Schaeffler (Ningxia) Co., Ltd February 2008 - April 2008
Aston English School June 2007 - April 2008
Ningxia Institute of Science September 2004 - June 2006
Skills
Public Speaking, Residential Mortgages, Cold Calling, Microsoft Office, Leadership, Mortgage Lending, Financial Analysis, Customer Service, English, Credit, Mortgage Banking, Loan Origination, Microsoft Excel, FHA
Education
St. Mary’s University of Minnesota 2011 — 2014
Accounting
Ningxia University
Martin Luther College
Bachelor of Science, Education
Rebecca Donaldson's Wells Fargo Bank, N.A. Experience January 2001 - March 2002
Job Paralegal at Dorsey & Whitney
Industry Law Practice
Experience
Dorsey & Whitney LLP October 2011 - Present
Thomas P. Lenihan August 2009 - October 2011
Wells Fargo March 2002 - January 2009
Wells Fargo Bank, N.A. January 2001 - March 2002
Des Moines University January 1999 - January 2000
OLSTEN STAFFING January 1999 - January 1999
Skills
Courts, Legal Documents, Banking, Time Management, Paralegals, Commercial Litigation, Document Review, Pleadings, Training, Lexis, Litigation Support, Westlaw, Trials, Bankruptcy
Education
Des Moines Area Community College 2007 — 2009
Certificate, Paralegal
University of Iowa 1990 — 1994
B.A., Asian Languages and Literature
Dorsey & Whitney LLP October 2011 - Present
Thomas P. Lenihan August 2009 - October 2011
Wells Fargo March 2002 - January 2009
Wells Fargo Bank, N.A. January 2001 - March 2002
Des Moines University January 1999 - January 2000
OLSTEN STAFFING January 1999 - January 1999
Skills
Courts, Legal Documents, Banking, Time Management, Paralegals, Commercial Litigation, Document Review, Pleadings, Training, Lexis, Litigation Support, Westlaw, Trials, Bankruptcy
Education
Des Moines Area Community College 2007 — 2009
Certificate, Paralegal
University of Iowa 1990 — 1994
B.A., Asian Languages and Literature
Brian Burden's Wells Fargo Bank, N.A. Experience October 2009 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. October 2009 - Present
Brian A. Burden, PA March 1995 - October 2009
Education
Indiana University Bloomington 1981 — 1985
JD/MBA, Business Law
Miami University 1976 — 1980
BS Business Administration, Economics
Wells Fargo Bank, N.A. October 2009 - Present
Brian A. Burden, PA March 1995 - October 2009
Education
Indiana University Bloomington 1981 — 1985
JD/MBA, Business Law
Miami University 1976 — 1980
BS Business Administration, Economics
Ken Stinson's Wells Fargo Bank, N.A. Experience May 1995 - March 1997
Job Business System Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage September 2012 - Present
Wells Fargo Home Mortgage April 2012 - September 2012
Wells Fargo Bank November 2006 - April 2012
Wells Fargo March 2002 - November 2006
Wells Fargo March 1997 - March 2002
Wells Fargo Bank, N.A. May 1995 - March 1997
Wells Fargo Bank, IA, N.A. September 1991 - May 1995
Skills
Business Requirements, Conversions, Requirements Gathering, Business Rules, Business Analysis, SDLC, Project Management, Vendor Management, Process Improvement, Analysis, Visio, Data Conversion, Business Process..., Credit, Requirements Analysis, Mortgage Lending, SharePoint, Business Process, Management, Project Planning, Banking, Software Documentation, Risk Management
Education
Iowa State University 1989 — 1995
Bachelor of Business Administration, Operations Management
Wells Fargo Home Mortgage September 2012 - Present
Wells Fargo Home Mortgage April 2012 - September 2012
Wells Fargo Bank November 2006 - April 2012
Wells Fargo March 2002 - November 2006
Wells Fargo March 1997 - March 2002
Wells Fargo Bank, N.A. May 1995 - March 1997
Wells Fargo Bank, IA, N.A. September 1991 - May 1995
Skills
Business Requirements, Conversions, Requirements Gathering, Business Rules, Business Analysis, SDLC, Project Management, Vendor Management, Process Improvement, Analysis, Visio, Data Conversion, Business Process..., Credit, Requirements Analysis, Mortgage Lending, SharePoint, Business Process, Management, Project Planning, Banking, Software Documentation, Risk Management
Education
Iowa State University 1989 — 1995
Bachelor of Business Administration, Operations Management
Renee Cuffie's Wells Fargo Bank, N.A. Experience June 2006 - Present
Job CTS Account Associate III at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2006 - Present
Wells Fargo 2006 - Present
Skills
Banking, Credit, Loans, Portfolio Management, Mortgage Lending, Credit Analysis, Investments, Financial Analysis, Commercial Banking, Risk Management, Retail Banking, Wealth Management, Credit Risk, Financial Services, Commercial Lending
Education
Howard University 1982 — 1987
Bachelor's Degree, Economics
Wells Fargo Bank, N.A. June 2006 - Present
Wells Fargo 2006 - Present
Skills
Banking, Credit, Loans, Portfolio Management, Mortgage Lending, Credit Analysis, Investments, Financial Analysis, Commercial Banking, Risk Management, Retail Banking, Wealth Management, Credit Risk, Financial Services, Commercial Lending
Education
Howard University 1982 — 1987
Bachelor's Degree, Economics
Mark Neibch's Wells Fargo Bank, N.A. Experience July 2015 - Present
Job Senior Vice President / Commercial Credit Consultant at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. July 2015 - Present
Wells Fargo Bank, N.A. August 2011 - July 2015
Wells Fargo Bank, N.A. January 2009 - July 2011
Wells Fargo Bank, N.A. April 2007 - December 2008
Wells Fargo Bank, N.A. January 2006 - March 2007
Wells Fargo Bank, N.A. August 2004 - December 2005
Wells Fargo Bank, N.A. June 2001 - July 2004
GE Capital Real Estate December 1996 - May 2001
Bank of America October 1993 - November 1996
Frain Camins & Swartchild August 1991 - September 1993
Skills
Underwriting, Commercial Real Estate, Real Estate Economics, Finance, Commercial Banking, Real Estate, Commercial Lending, Portfolio Management, Leadership, Commercial Mortgages, Investors, Management, Investments, Loans, Credit Analysis
Education
DePaul University 1993 — 1996
Master of Business Administration, Corporate Finance
Wheaton College 1987 — 1991
Bachelor of Arts, Business/Economics
Wells Fargo Bank, N.A. July 2015 - Present
Wells Fargo Bank, N.A. August 2011 - July 2015
Wells Fargo Bank, N.A. January 2009 - July 2011
Wells Fargo Bank, N.A. April 2007 - December 2008
Wells Fargo Bank, N.A. January 2006 - March 2007
Wells Fargo Bank, N.A. August 2004 - December 2005
Wells Fargo Bank, N.A. June 2001 - July 2004
GE Capital Real Estate December 1996 - May 2001
Bank of America October 1993 - November 1996
Frain Camins & Swartchild August 1991 - September 1993
Skills
Underwriting, Commercial Real Estate, Real Estate Economics, Finance, Commercial Banking, Real Estate, Commercial Lending, Portfolio Management, Leadership, Commercial Mortgages, Investors, Management, Investments, Loans, Credit Analysis
Education
DePaul University 1993 — 1996
Master of Business Administration, Corporate Finance
Wheaton College 1987 — 1991
Bachelor of Arts, Business/Economics
Flora Rushing's Wells Fargo Bank, N.A. Experience June 2013 - Present
Job National Treasury Services Manager, VP at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. June 2013 - Present
Wells Fargo October 2012 - June 2013
Wells Fargo Bank March 2010 - October 2012
Wells Fargo Bank May 2003 - March 2010
Wells Fargo Bank April 2000 - May 2003
Wells Fargo Bank 1997 - 2000
Skills
MS Office Suite, Treasury Management, Cash Mana, Treasury Services, Banking, Cusotmer Service, Sales, Mergers, Manager, Banking Operations, Cash, Commercial Banking, Finance, Process Improvement, Cash Management, Mergers & Acquisitions, Loans, Risk Management, Management
Education
Eastfield College
Wells Fargo Bank, N.A. June 2013 - Present
Wells Fargo October 2012 - June 2013
Wells Fargo Bank March 2010 - October 2012
Wells Fargo Bank May 2003 - March 2010
Wells Fargo Bank April 2000 - May 2003
Wells Fargo Bank 1997 - 2000
Skills
MS Office Suite, Treasury Management, Cash Mana, Treasury Services, Banking, Cusotmer Service, Sales, Mergers, Manager, Banking Operations, Cash, Commercial Banking, Finance, Process Improvement, Cash Management, Mergers & Acquisitions, Loans, Risk Management, Management
Education
Eastfield College
Michael Rzeszut's Wells Fargo Bank, N.A. Experience November 1995 - Present
Job Loan officer at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. November 1995 - Present
Education
Georgetown University
Bachelor's degree, Foreign Service
Georgetown University
Master of Arts (MA), Russian Area Studies
Wells Fargo Bank, N.A. November 1995 - Present
Education
Georgetown University
Bachelor's degree, Foreign Service
Georgetown University
Master of Arts (MA), Russian Area Studies
Michael Rzeszut's Wells Fargo Bank, N.A. Experience December 2014 - Present
Job Credit Analysis Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. December 2014 - Present
Wells Fargo Bank, N.A. January 2009 - November 2014
Wells Fargo 2002 - 2008
Wells Fargo Bank, N.A. November 1995 - January 2002
Gray Line of Alaska 1991 - 1994
Skills
Commercial loan..., Business financial..., Credit Analysis, Commercial Banking, Underwriting, Financial Analysis, Mortgage Lending, Restructuring, Loans, Credit, Commercial Lending, Portfolio Management, Sales, Small Business Lending, Credit Risk, Loan Origination, Banking, Management, Financial Risk
Education
Georgetown University 1994 — 1995
Master of Arts (MA), Russian Area Studies
Georgetown University 1990 — 1995
Bachelor of Science (BS), Foreign Service
Wells Fargo Bank, N.A. December 2014 - Present
Wells Fargo Bank, N.A. January 2009 - November 2014
Wells Fargo 2002 - 2008
Wells Fargo Bank, N.A. November 1995 - January 2002
Gray Line of Alaska 1991 - 1994
Skills
Commercial loan..., Business financial..., Credit Analysis, Commercial Banking, Underwriting, Financial Analysis, Mortgage Lending, Restructuring, Loans, Credit, Commercial Lending, Portfolio Management, Sales, Small Business Lending, Credit Risk, Loan Origination, Banking, Management, Financial Risk
Education
Georgetown University 1994 — 1995
Master of Arts (MA), Russian Area Studies
Georgetown University 1990 — 1995
Bachelor of Science (BS), Foreign Service
ANN BOTKA's Wells Fargo Bank, N.A. Experience November 2013 - February 2014
Job Registered Client Associate | Customer Service | Administrative Assistant
Industry Financial Services
Experience
Boulanger's Barberie 2012 - Present
Ann G. Botka, CMT 2002 - Present
Wells Fargo Bank, N.A. November 2013 - February 2014
The Children's Dispensary, Inc. March 2013 - July 2013
Wells Fargo Advisors, LLC 2011 - 2012
Wells Fargo Investments, LLC 2001 - 2011
Skills
Securities, Mutual Funds, Investments, Series 7, Wealth Management..., Financial Services, Finance, Banking, Customer Service, FINRA, Series 63, Uniform Combined State..., Equities, Series 65, State of Indiana/Life,..., ThomsonOne, Appointment Scheduling, SmartStation Brokerage..., Fixed Income, Managed Products, Compliance
Education
Indiana University South Bend
Bachelor of Arts (B.A.), History
Blue Heron Academy
Massage Therapist
Boulanger's Barberie 2012 - Present
Ann G. Botka, CMT 2002 - Present
Wells Fargo Bank, N.A. November 2013 - February 2014
The Children's Dispensary, Inc. March 2013 - July 2013
Wells Fargo Advisors, LLC 2011 - 2012
Wells Fargo Investments, LLC 2001 - 2011
Skills
Securities, Mutual Funds, Investments, Series 7, Wealth Management..., Financial Services, Finance, Banking, Customer Service, FINRA, Series 63, Uniform Combined State..., Equities, Series 65, State of Indiana/Life,..., ThomsonOne, Appointment Scheduling, SmartStation Brokerage..., Fixed Income, Managed Products, Compliance
Education
Indiana University South Bend
Bachelor of Arts (B.A.), History
Blue Heron Academy
Massage Therapist
Adriaan Schieferdecker's Wells Fargo Bank, N.A. Experience August 1990 - September 1996
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America September 1996 - Present
Wells Fargo Bank, N.A. August 1990 - September 1996
Merrill Lynch & Co. June 1988 - July 1990
Skills
Insurance Risk..., Databases, Claims Resolution, Risk Management, Operational Risk..., Directors & Officers..., Property & Casualty..., Loss Prevention, Professional Liability, Premises Liability..., Enterprise Risk..., General Insurance, Umbrella Insurance, Risk Finance, OCIP, Marine Insurance, Aviation Insurance, Risk Analysis, Financial Risk, Underwriting, Risk Financing, Reinsurance, Middle Market, Litigation Management, Commercial Insurance, Risk Assessment
Education
Lafayette College 1972 — 1976
Bachelor of Arts (BA), International Relations and Affairs
Brunswick School 1968 — 1972
Bank of America September 1996 - Present
Wells Fargo Bank, N.A. August 1990 - September 1996
Merrill Lynch & Co. June 1988 - July 1990
Skills
Insurance Risk..., Databases, Claims Resolution, Risk Management, Operational Risk..., Directors & Officers..., Property & Casualty..., Loss Prevention, Professional Liability, Premises Liability..., Enterprise Risk..., General Insurance, Umbrella Insurance, Risk Finance, OCIP, Marine Insurance, Aviation Insurance, Risk Analysis, Financial Risk, Underwriting, Risk Financing, Reinsurance, Middle Market, Litigation Management, Commercial Insurance, Risk Assessment
Education
Lafayette College 1972 — 1976
Bachelor of Arts (BA), International Relations and Affairs
Brunswick School 1968 — 1972
Carolyn V. Juhl's Wells Fargo Bank, N.A. Experience March 2014 - Present
Job Paralegal II at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. March 2014 - Present
Wells Fargo Home Mortgage March 2010 - March 2014
Wells Fargo Home Mortgage March 2009 - March 2010
Wells Fargo Home Mortgage November 2008 - February 2009
Skills
Bankruptcy, Legal Research, Westlaw, Legal Writing, Legal Documents, Document Review, Mortgage Lending, Legal Assistance, Notary Public, Loans, Litigation, Mortgage Banking, Lexis, Corporate Law, Banking
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts (B.A.), History
Des Moines Area Community College
Paralegal Certificate
Wells Fargo Bank, N.A. March 2014 - Present
Wells Fargo Home Mortgage March 2010 - March 2014
Wells Fargo Home Mortgage March 2009 - March 2010
Wells Fargo Home Mortgage November 2008 - February 2009
Skills
Bankruptcy, Legal Research, Westlaw, Legal Writing, Legal Documents, Document Review, Mortgage Lending, Legal Assistance, Notary Public, Loans, Litigation, Mortgage Banking, Lexis, Corporate Law, Banking
Education
University of Northern Iowa 1998 — 2002
Bachelor of Arts (B.A.), History
Des Moines Area Community College
Paralegal Certificate
Sabrina Geddes's Wells Fargo Bank, N.A. Experience August 2009 - July 2012
Job Loan Administrator at Wells Fargo Commericial Real Estate
Industry Commercial Real Estate
Experience
Wells Fargo Commericial Real Estate July 2012 - Present
Wells Fargo Bank, N.A. August 2009 - July 2012
Wells Fargo September 2005 - August 2009
Skills
Compliance Regulations, Operational Risk, Credit, Portfolio Management, Commercial Banking, Investments, Financial Analysis, Finance, Risk Management, Financial Services, Account Management, USA PATRIOT Act, Bank Secrecy Act, Risk Assessment, Banking, Real Estate Financing, Retail Banking, Asset Management, Due Diligence, Real Estate
Education
Lenoir-Rhyne University 1999 — 2004
Bachelor of Science
Wells Fargo Commericial Real Estate July 2012 - Present
Wells Fargo Bank, N.A. August 2009 - July 2012
Wells Fargo September 2005 - August 2009
Skills
Compliance Regulations, Operational Risk, Credit, Portfolio Management, Commercial Banking, Investments, Financial Analysis, Finance, Risk Management, Financial Services, Account Management, USA PATRIOT Act, Bank Secrecy Act, Risk Assessment, Banking, Real Estate Financing, Retail Banking, Asset Management, Due Diligence, Real Estate
Education
Lenoir-Rhyne University 1999 — 2004
Bachelor of Science
Kay Mizukami's Wells Fargo Bank, N.A. Experience April 2011 - Present
Job Business Banker at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. April 2011 - Present
Apple Inc April 2010 - March 2011
T-Mobile USA, Inc July 2002 - December 2009
Skills
Relationship Management, Banking, Business Relationship..., Customer Service, Sales, Team Leadership, iOS, Loans, Retail Banking, Committed to..., Highly detail oriented, iPad, Driving Results, Cash Management, Leadership, Small Business Lending, Hiring, iPhone, Training, Cold Calling, Store Management, Lines Of Credit, Merchant Services, Credit, Credit Underwriting..., High Organizational..., Payments, Financial Services, Written & Oral..., Microsoft Office, Coaching, Fraud Detection, Deposits, Loss Prevention, Operations Management, People Development, Profit, Forecasting, SBA, Commercial Lending, Treasury Services, Treasury Management, Customer Retention, Management, Social Media
Education
DeVry University
Information Technology
Wells Fargo Bank, N.A. April 2011 - Present
Apple Inc April 2010 - March 2011
T-Mobile USA, Inc July 2002 - December 2009
Skills
Relationship Management, Banking, Business Relationship..., Customer Service, Sales, Team Leadership, iOS, Loans, Retail Banking, Committed to..., Highly detail oriented, iPad, Driving Results, Cash Management, Leadership, Small Business Lending, Hiring, iPhone, Training, Cold Calling, Store Management, Lines Of Credit, Merchant Services, Credit, Credit Underwriting..., High Organizational..., Payments, Financial Services, Written & Oral..., Microsoft Office, Coaching, Fraud Detection, Deposits, Loss Prevention, Operations Management, People Development, Profit, Forecasting, SBA, Commercial Lending, Treasury Services, Treasury Management, Customer Retention, Management, Social Media
Education
DeVry University
Information Technology
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.