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
Wells Fargo Bank, N.A. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Bank, N.A. Salaries. You can even request information on how much does Wells Fargo Bank, N.A. pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Bank, N.A. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Josh Francisco Josh Francisco's Wells Fargo Bank, N.A. Experience April 2008 - Present
Job Operations Supervisor at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2008 - Present
Education
Santa Monica College
Wells Fargo Bank, N.A. April 2008 - Present
Education
Santa Monica College
Law Yolanda Law Yolanda's Wells Fargo Bank, N.A. Experience July 2004 - Present
Job Vice President at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo Bank, N.A. July 2004 - Present
Bank of America, N.A. October 2002 - June 2004
Skills
Banking, Loans, Mortgage Lending, Credit, Commercial Lending, Risk Management, Financial Services, Strategic Planning, Relationship Management, Customer Service, Portfolio Management, Program Management, Team Building, Financial Analysis, Underwriting, Leadership, Microsoft Office
Education
Wake Forest University - Babcock Graduate School of Management 2014 — 2015
Master’s Degree, Business Administration and Management, General
Rochester Institute of Technology
Bachelor’s Degree, Accounting and Business/Management
Wells Fargo Bank, N.A. July 2004 - Present
Bank of America, N.A. October 2002 - June 2004
Skills
Banking, Loans, Mortgage Lending, Credit, Commercial Lending, Risk Management, Financial Services, Strategic Planning, Relationship Management, Customer Service, Portfolio Management, Program Management, Team Building, Financial Analysis, Underwriting, Leadership, Microsoft Office
Education
Wake Forest University - Babcock Graduate School of Management 2014 — 2015
Master’s Degree, Business Administration and Management, General
Rochester Institute of Technology
Bachelor’s Degree, Accounting and Business/Management
Phillip Hoban Phillip Hoban's Wells Fargo Bank, N.A. Experience February 2013 - Present
Job Senior Principal Relationship Manager | Commercial Real Estate at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. February 2013 - Present
Skills
Loans, Credit, Risk Management, Portfolio Management, Real Estate, Commercial Lending, Real Estate Development, Budgets, Negotiation, Strategic Planning, Real Estate Transactions, Underwriting, Commercial Real Estate, Commercial Mortgages, Banking, New Business Development, Cash Management, Investments, Financial Analysis, Loan Origination, Finance, Foreclosures, Sales, Mortgage Lending, Management, Credit Analysis, Real Estate Economics, Commercial Banking, Asset Management, Disposition, Small Business Lending, Refinance, Lines Of Credit, Due Diligence, Investment Properties, Mergers & Acquisitions, Valuation, Mortgage Banking, Wealth Management, Treasury Management
Education
Rockhurst University 1997 — 2001
BSBA, Finance/Economics
St. Pius X
Wells Fargo Bank, N.A. February 2013 - Present
Skills
Loans, Credit, Risk Management, Portfolio Management, Real Estate, Commercial Lending, Real Estate Development, Budgets, Negotiation, Strategic Planning, Real Estate Transactions, Underwriting, Commercial Real Estate, Commercial Mortgages, Banking, New Business Development, Cash Management, Investments, Financial Analysis, Loan Origination, Finance, Foreclosures, Sales, Mortgage Lending, Management, Credit Analysis, Real Estate Economics, Commercial Banking, Asset Management, Disposition, Small Business Lending, Refinance, Lines Of Credit, Due Diligence, Investment Properties, Mergers & Acquisitions, Valuation, Mortgage Banking, Wealth Management, Treasury Management
Education
Rockhurst University 1997 — 2001
BSBA, Finance/Economics
St. Pius X
Lindon Gareis's Wells Fargo Bank, N.A. Experience September 2003 - October 2012
Job $500.00 Discount to Active Duty Members, First Responders & Honorably Discharged Veterans.
Industry Public Relations and Communications
Experience
Decker and Associates Realty January 2015 - Present
Action Plan Ministries LLC. April 2012 - Present
Declutter Now / Action Plan Ministries 2012 - April 2015
APM, Action Plan Ministries, LLC April 2012 - February 2014
Wells Fargo Bank, N.A. September 2003 - October 2012
Skills
Leadership, Coaching, Personal Development, Life Coaching, Leadership Development, Training, Public Speaking, Conflict Resolution, Social Networking, Fundraising, Published Author, Nonprofits, Motivational Speaking, Workshop Facilitation, Entrepreneurship, Management, Team Building, Sales, Call Center Development, Business Coaching, Recruiting, Instructor-led Training, Sales Presentations, Contact Centers, Career Counseling, Call center start-up, Radio, Radio Broadcasting, Business Development, Contact Center..., Live Sound, Radio Advertising, Real Estate, Real Estate Transactions, Real Estate Financing, Mortgage Banking
Education
Rio Salado College 2014 — 2014
Banking and Financial Support Services, 4.0
Light University 2013 — 2013
Stress Management Coaching, Christian Life Coach
Light University 2012 — 2012
Advanced Christian Life Coaching Certification, Life Coaching & Marriage Coaching, 4.0
Stanford Graduate School of Business Executive Education 2011 — 2012
Seminars and course work, Business
US Coast Guard, Federal Law Enforcement School and Defensive Tactics Instructor School 1989 — 1989
Certification, Defensive tactics, 4.0
Portland Community College, 1987 — 1988
Emergency Medical Technician National Certification, USCG., Emergency Care Attendant (EMT Ambulance), 3.8
Bailie School Of Broadcasting 1984 — 1985
Broadcast Communications, Broadcast production & sales, 3.8
Decker and Associates Realty January 2015 - Present
Action Plan Ministries LLC. April 2012 - Present
Declutter Now / Action Plan Ministries 2012 - April 2015
APM, Action Plan Ministries, LLC April 2012 - February 2014
Wells Fargo Bank, N.A. September 2003 - October 2012
Skills
Leadership, Coaching, Personal Development, Life Coaching, Leadership Development, Training, Public Speaking, Conflict Resolution, Social Networking, Fundraising, Published Author, Nonprofits, Motivational Speaking, Workshop Facilitation, Entrepreneurship, Management, Team Building, Sales, Call Center Development, Business Coaching, Recruiting, Instructor-led Training, Sales Presentations, Contact Centers, Career Counseling, Call center start-up, Radio, Radio Broadcasting, Business Development, Contact Center..., Live Sound, Radio Advertising, Real Estate, Real Estate Transactions, Real Estate Financing, Mortgage Banking
Education
Rio Salado College 2014 — 2014
Banking and Financial Support Services, 4.0
Light University 2013 — 2013
Stress Management Coaching, Christian Life Coach
Light University 2012 — 2012
Advanced Christian Life Coaching Certification, Life Coaching & Marriage Coaching, 4.0
Stanford Graduate School of Business Executive Education 2011 — 2012
Seminars and course work, Business
US Coast Guard, Federal Law Enforcement School and Defensive Tactics Instructor School 1989 — 1989
Certification, Defensive tactics, 4.0
Portland Community College, 1987 — 1988
Emergency Medical Technician National Certification, USCG., Emergency Care Attendant (EMT Ambulance), 3.8
Bailie School Of Broadcasting 1984 — 1985
Broadcast Communications, Broadcast production & sales, 3.8
Edwin Poole, III Edwin Poole, III's Wells Fargo Bank, N.A. Experience March 2001 - October 2013
Job Senior Underwriter at Wells Fargo Securities
Industry Real Estate
Experience
Wells Fargo Securities October 2014 - Present
Wells Fargo Bank, N.A. March 2001 - October 2013
Wachovia Bank, N.A. September 1995 - March 2001
Skills
Commercial Real Estate..., Investments, Credit, Real Estate, Real Estate Economics, Disposition, Commercial Real Estate, Portfolio Management, Loans, Underwriting, Banking, Commercial Banking, Mergers, Commercial Mortgages, Cash Flow, Loan Origination, Syndications, Credit Analysis, Construction Loans, Loss Mitigation, Credit Risk, Due Diligence, Capital Markets, Loan Work-outs
Education
University of North Carolina at Chapel Hill 1988 — 1990
Master of Business Administration (MBA), Commercial Real Estate
Rice University 1978 — 1982
B.A., Economics and Architectural Studies
Wells Fargo Securities October 2014 - Present
Wells Fargo Bank, N.A. March 2001 - October 2013
Wachovia Bank, N.A. September 1995 - March 2001
Skills
Commercial Real Estate..., Investments, Credit, Real Estate, Real Estate Economics, Disposition, Commercial Real Estate, Portfolio Management, Loans, Underwriting, Banking, Commercial Banking, Mergers, Commercial Mortgages, Cash Flow, Loan Origination, Syndications, Credit Analysis, Construction Loans, Loss Mitigation, Credit Risk, Due Diligence, Capital Markets, Loan Work-outs
Education
University of North Carolina at Chapel Hill 1988 — 1990
Master of Business Administration (MBA), Commercial Real Estate
Rice University 1978 — 1982
B.A., Economics and Architectural Studies
Jeremy Rasmussen Jeremy Rasmussen's Wells Fargo Bank, N.A. Experience February 2009 - January 2014
Job Director, Genlink Capital
Industry Banking
Experience
Genlink Capital January 2014 - Present
Wells Fargo Bank, N.A. February 2009 - January 2014
Wells Fargo Bank, N.A. October 1999 - February 2009
Skills
Credit, Loans, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Small Business Lending, Underwriting, Loan Origination, Credit Risk, C&I Lending, Real Estate Lending, Cash Flow Lending, Leadership, Venture Capital, Financial Risk, Sales, Investments, Commercial Banking
Education
University of Northern Iowa 1996 — 1998
B.A., Accounting
Southwestern Community College 1994 — 1996
Associate's degree
Genlink Capital January 2014 - Present
Wells Fargo Bank, N.A. February 2009 - January 2014
Wells Fargo Bank, N.A. October 1999 - February 2009
Skills
Credit, Loans, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Small Business Lending, Underwriting, Loan Origination, Credit Risk, C&I Lending, Real Estate Lending, Cash Flow Lending, Leadership, Venture Capital, Financial Risk, Sales, Investments, Commercial Banking
Education
University of Northern Iowa 1996 — 1998
B.A., Accounting
Southwestern Community College 1994 — 1996
Associate's degree
Todd Cornelius Todd Cornelius's Wells Fargo Bank, N.A. Experience May 2005 - August 2015
Job North Texas Corporate Banking Manager at BB&T
Industry Financial Services
Experience
BB&T August 2015 - Present
First Tee of Dallas December 2010 - Present
Wells Fargo Bank, N.A. May 2005 - August 2015
Momentum Equity Group, LLC July 2000 - April 2004
Institutional Equity Group April 1997 - July 2000
Skills
Due Diligence, Banking, Credit, Entrepreneurship, Strategic Planning, Corporate Finance, Financial Modeling, Investment Banking, Private Equity, Valuation, Commercial Lending, Finance, Financial Analysis, Project Finance, Mergers, Risk Management, Portfolio Management, Investments, Treasury Management, Accounting, Credit Analysis, Management, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1997 — 2000
MBA
Texas A&M University 1990 — 1994
BS, Chemical Engineering
BB&T August 2015 - Present
First Tee of Dallas December 2010 - Present
Wells Fargo Bank, N.A. May 2005 - August 2015
Momentum Equity Group, LLC July 2000 - April 2004
Institutional Equity Group April 1997 - July 2000
Skills
Due Diligence, Banking, Credit, Entrepreneurship, Strategic Planning, Corporate Finance, Financial Modeling, Investment Banking, Private Equity, Valuation, Commercial Lending, Finance, Financial Analysis, Project Finance, Mergers, Risk Management, Portfolio Management, Investments, Treasury Management, Accounting, Credit Analysis, Management, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1997 — 2000
MBA
Texas A&M University 1990 — 1994
BS, Chemical Engineering
Mario Cardona Mario Cardona's Wells Fargo Bank, N.A. Experience August 2009 - November 2011
Job Seasoned SBA Business Acquisition and Real Estate Lender
Industry Banking
Experience
Wells Fargo February 2015 - Present
Liftfund formerly known as Accion Texas Inc. March 2013 - February 2015
Wells Fargo Home Mortgage November 2011 - March 2013
Wells Fargo Bank, N.A. August 2009 - November 2011
Texas Agrilife Extension Service August 2008 - December 2008
Skills
Loans, Credit, Customer Service, Customer Relations, PowerPoint, Small Business, Business Loans, Banking, Loan Origination, Management, Sales, Analysis, CRM, Start-ups, Entrepreneurship, Training, Small Business Lending, Nonprofits, Mortgage Lending, Commercial Lending, Consumer Lending, Credit Analysis
Education
Our Lady of the Lake University 2009 — 2011
Master of Business Administration, Management
Texas A&M University-Kingsville 2004 — 2008
Bachelor of Science, Animal Science
Texas A&M University 1999 — 2003
Animal Science
Wells Fargo February 2015 - Present
Liftfund formerly known as Accion Texas Inc. March 2013 - February 2015
Wells Fargo Home Mortgage November 2011 - March 2013
Wells Fargo Bank, N.A. August 2009 - November 2011
Texas Agrilife Extension Service August 2008 - December 2008
Skills
Loans, Credit, Customer Service, Customer Relations, PowerPoint, Small Business, Business Loans, Banking, Loan Origination, Management, Sales, Analysis, CRM, Start-ups, Entrepreneurship, Training, Small Business Lending, Nonprofits, Mortgage Lending, Commercial Lending, Consumer Lending, Credit Analysis
Education
Our Lady of the Lake University 2009 — 2011
Master of Business Administration, Management
Texas A&M University-Kingsville 2004 — 2008
Bachelor of Science, Animal Science
Texas A&M University 1999 — 2003
Animal Science
Jeff Browning Jeff Browning's Wells Fargo Bank, N.A. Experience February 1990 - July 2000
Job Partner at Chapman and Cutler LLP
Industry Legal Services
Experience
Chapman and Cutler LLP June 2003 - Present
GnazzoThill, APC 2000 - 2003
Wells Fargo Bank, N.A. February 1990 - July 2000
Education
University of California, Hastings College of the Law 1997 — 2000
San Diego State University-California State University 1988 — 1990
MBA, Finance
University of Colorado Boulder 1985 — 1988
BA, Economics
University of California, San Diego 1984 — 1985
Chapman and Cutler LLP June 2003 - Present
GnazzoThill, APC 2000 - 2003
Wells Fargo Bank, N.A. February 1990 - July 2000
Education
University of California, Hastings College of the Law 1997 — 2000
San Diego State University-California State University 1988 — 1990
MBA, Finance
University of Colorado Boulder 1985 — 1988
BA, Economics
University of California, San Diego 1984 — 1985
Anthon Cooley, Jr.'s Wells Fargo Bank, N.A. Experience 2009 - 2013
Job Investment Advisor Representative with Transamerica Financial Advisors, Inc. Transamerica Financial Group Division
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 2014 - Present
Wells Fargo Bank, N.A. 2009 - 2013
Wachovia, A Wells Fargo Company 2006 - 2009
Broadway National Bank 2000 - 2006
RailTex, Inc. 1989 - 1999
Arthur Andersen & Co. 1987 - 1989
Education
Texas State University
B.B.A.
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division 2014 - Present
Wells Fargo Bank, N.A. 2009 - 2013
Wachovia, A Wells Fargo Company 2006 - 2009
Broadway National Bank 2000 - 2006
RailTex, Inc. 1989 - 1999
Arthur Andersen & Co. 1987 - 1989
Education
Texas State University
B.B.A.
Christopher Funk Christopher Funk's Wells Fargo Bank, N.A. Experience June 2006 - September 2008
Job Treasury Mgt Product Consultant, Vice President
Industry Banking
Experience
Wells Fargo Bank 2011 - Present
Wells Fargo Bank September 2008 - December 2010
Wells Fargo Bank, N.A. June 2006 - September 2008
Hamline University September 2001 - June 2006
The College of St. Scholastica August 1998 - September 2001
Skills
Banking, Treasury Management, Cash Management, Commercial Banking, Treasury Services, Internet Banking, Loans, Relationship Management, Credit, Financial Services, Portfolio Management, Payments
Education
St. Norbert College 1994 — 1998
Communication, Media, Theatre
Wells Fargo Bank 2011 - Present
Wells Fargo Bank September 2008 - December 2010
Wells Fargo Bank, N.A. June 2006 - September 2008
Hamline University September 2001 - June 2006
The College of St. Scholastica August 1998 - September 2001
Skills
Banking, Treasury Management, Cash Management, Commercial Banking, Treasury Services, Internet Banking, Loans, Relationship Management, Credit, Financial Services, Portfolio Management, Payments
Education
St. Norbert College 1994 — 1998
Communication, Media, Theatre
Esmeralda Tinajero Esmeralda Tinajero's Wells Fargo Bank, N.A. Experience June 2008 - June 2009
Job Associate Attorney at Winstead PC
Industry Law Practice
Experience
Winstead PC August 2015 - Present
Quilling, Selander, Lownds, Winslett & Moser, P.C. 2014 - July 2015
U.S. District Court 2012 - 2014
Carrington, Coleman, Sloman, and Blumenthal, LLP May 2011 - July 2011
Wells Fargo Bank, N.A. June 2008 - June 2009
Wells Fargo Bank, N.A. May 2006 - June 2008
University of Texas at Austin August 2004 - May 2006
Manor Independent School District August 2003 - July 2004
Skills
Spanish, Legal Writing, Legal Research, Westlaw, Courts, Lexis
Education
Southern Methodist University Dedman School of Law 2009 — 2012
Juris Doctor, Magna Cum Laude
The University of Texas at Austin 2004 — 2006
M.A., Spanish Literature
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), Spanish and French
Winstead PC August 2015 - Present
Quilling, Selander, Lownds, Winslett & Moser, P.C. 2014 - July 2015
U.S. District Court 2012 - 2014
Carrington, Coleman, Sloman, and Blumenthal, LLP May 2011 - July 2011
Wells Fargo Bank, N.A. June 2008 - June 2009
Wells Fargo Bank, N.A. May 2006 - June 2008
University of Texas at Austin August 2004 - May 2006
Manor Independent School District August 2003 - July 2004
Skills
Spanish, Legal Writing, Legal Research, Westlaw, Courts, Lexis
Education
Southern Methodist University Dedman School of Law 2009 — 2012
Juris Doctor, Magna Cum Laude
The University of Texas at Austin 2004 — 2006
M.A., Spanish Literature
The University of Texas at Austin 1999 — 2003
Bachelor of Arts (B.A.), Spanish and French
Brendan Dooley, CRPC® Brendan Dooley, CRPC®'s Wells Fargo Bank, N.A. Experience July 2010 - October 2012
Job Financial Advisor at MLS Wealth Partners, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Wells Fargo Advisors, LLC October 2012 - December 2014
Wells Fargo Bank, N.A. July 2010 - October 2012
Mihlfeld & Associates September 2009 - May 2010
Penn State University January 2009 - July 2009
Penn State University October 2006 - July 2009
Urish Popeck & Co., LLC January 2009 - April 2009
Penn State University January 2008 - January 2009
Penn Mutual June 2008 - August 2008
Education
Penn State University 2005 — 2009
B.S., Economics
Hatboro-Horsham High School
Ameriprise Financial Services, Inc. December 2014 - Present
Wells Fargo Advisors, LLC October 2012 - December 2014
Wells Fargo Bank, N.A. July 2010 - October 2012
Mihlfeld & Associates September 2009 - May 2010
Penn State University January 2009 - July 2009
Penn State University October 2006 - July 2009
Urish Popeck & Co., LLC January 2009 - April 2009
Penn State University January 2008 - January 2009
Penn Mutual June 2008 - August 2008
Education
Penn State University 2005 — 2009
B.S., Economics
Hatboro-Horsham High School
Anthony Ricco, CCIM Anthony Ricco, CCIM's Wells Fargo Bank, N.A. Experience March 2014 - Present
Job Senior Real Estate Specialist, Real Estate Asset Management at Wells Fargo Wealth Management
Industry Real Estate
Experience
Wells Fargo Bank, N.A. March 2014 - Present
Sperry Van Ness Bluestone & Hockley February 2013 - March 2014
Barnard Commercial Real Estate/Miller Industrial Properties September 2011 - 2013
Trainor & Associates 2004 - 2011
Skills
Leasing, Contract Negotiation, Green Construction, Renovation, Land Use Planning, Sustainable Development, Adaptive Reuse, Real Estate, Green Building, Tenant, Sustainability, Construction, Investments, Property, Valuation, Lease Administration, Property Management, Commercial Real Estate, Real Estate Development, Leases, Corporate Real Estate, Location Intelligence, Lease Negotiations, Landlords, Entitlements, Portfolio Management, Residential Homes, Urban Planning, Negotiation, CCIM, Retail, Contract Management, Redevelopment, Dispositions
Education
CCIM Institute 2009 — 2010
Designee, Commercial Real Estate Investment
University of Nevada 2005 — 2005
Land Use Planning
San Francisco State 2001 — 2004
Bachelors, Environmental Studies
San Francisco State University 2000 — 2004
Bachelors, Environmental Studies: The Urban Environment (Sustainability & Land Use Planning)
Reed High 1996 — 1999
Wells Fargo Bank, N.A. March 2014 - Present
Sperry Van Ness Bluestone & Hockley February 2013 - March 2014
Barnard Commercial Real Estate/Miller Industrial Properties September 2011 - 2013
Trainor & Associates 2004 - 2011
Skills
Leasing, Contract Negotiation, Green Construction, Renovation, Land Use Planning, Sustainable Development, Adaptive Reuse, Real Estate, Green Building, Tenant, Sustainability, Construction, Investments, Property, Valuation, Lease Administration, Property Management, Commercial Real Estate, Real Estate Development, Leases, Corporate Real Estate, Location Intelligence, Lease Negotiations, Landlords, Entitlements, Portfolio Management, Residential Homes, Urban Planning, Negotiation, CCIM, Retail, Contract Management, Redevelopment, Dispositions
Education
CCIM Institute 2009 — 2010
Designee, Commercial Real Estate Investment
University of Nevada 2005 — 2005
Land Use Planning
San Francisco State 2001 — 2004
Bachelors, Environmental Studies
San Francisco State University 2000 — 2004
Bachelors, Environmental Studies: The Urban Environment (Sustainability & Land Use Planning)
Reed High 1996 — 1999
Vanessa Faura Vanessa Faura's Wells Fargo Bank, N.A. Experience May 2006 - April 2012
Job Career and Life Coach | Mentor | Philanthropist
Industry Professional Training & Coaching
Experience
Parachute Advising and Consulting (PAC) December 2014 - Present
Candidate for Charlotte City Council At-Large June 2013 - November 2013
Wells Fargo Bank, N.A. May 2006 - April 2012
Skills
Strategic Communications, Relationship Management, Organizational..., Public Speaking, Event Planning, Strategic Planning, Microsoft Office, Customer Service, Social Media, Fundraising, Microsoft Excel, Public Relations, Marketing, Marketing Communications, PowerPoint, Leadership Development, Research, Non-profits, Corporate Communications, Motivational Speaking, Nonprofits, Organizational..., Leadership, Management, Entrepreneurship, Budgets
Education
McColl School of Business, Queens University of Charlotte 2012 — 2014
Master of Science (M.S.), Organization Development
Knight School of Communication, Queens University of Charlotte 2003 — 2010
Master of Arts (M.A.), Organizational & Strategic Communication
Queens University of Charlotte
Bachelor of Arts (B.A.), Communication
Parachute Advising and Consulting (PAC) December 2014 - Present
Candidate for Charlotte City Council At-Large June 2013 - November 2013
Wells Fargo Bank, N.A. May 2006 - April 2012
Skills
Strategic Communications, Relationship Management, Organizational..., Public Speaking, Event Planning, Strategic Planning, Microsoft Office, Customer Service, Social Media, Fundraising, Microsoft Excel, Public Relations, Marketing, Marketing Communications, PowerPoint, Leadership Development, Research, Non-profits, Corporate Communications, Motivational Speaking, Nonprofits, Organizational..., Leadership, Management, Entrepreneurship, Budgets
Education
McColl School of Business, Queens University of Charlotte 2012 — 2014
Master of Science (M.S.), Organization Development
Knight School of Communication, Queens University of Charlotte 2003 — 2010
Master of Arts (M.A.), Organizational & Strategic Communication
Queens University of Charlotte
Bachelor of Arts (B.A.), Communication
Marlene Talasnik Marlene Talasnik's Wells Fargo Bank, N.A. Experience 2005 - 2006
Job Volunteer at The Center for the Rights and Interests of the Elderly ("CARIE")
Industry Marketing and Advertising
Experience
Helpful Transitions LLC 2012 - 2012
Simplified Living, LLC 2007 - 2009
Wells Fargo Bank, N.A. 2005 - 2006
Mellon Bank, N.A./CoreStates Bank, N.A. 1985 - 2000
Skills
Advertising, Online Advertising, Marketing, Social Media, Social Networking, Social Media Marketing, Web Design, Online Marketing, PowerPoint, Email Marketing, Blogging, Writing, Management, Entrepreneurship, Public Speaking, Business Planning, Internet, Microsoft Office, Outlook, Facebook, Marketing Communications, Lead Generation, Strategic Planning, Start-ups, Windows, Marketing Strategy, Event Management, Nonprofits, Strategy, Direct Marketing, New Business Development, Retentive Sales, Twitter, Budgets, Small Business, Leadership, Team Building, Customer Service, Sales, Coaching, Time Management, Contract Negotiation, Account Management, Training, B2B, Event Planning, Program Management, Business Development
Education
Temple University - James E. Beasley School of Law
Juris Doctorate, Law
Temple University - Fox School of Business and Management
Bachelor's Degree in Business Administration, Accounting
Helpful Transitions LLC 2012 - 2012
Simplified Living, LLC 2007 - 2009
Wells Fargo Bank, N.A. 2005 - 2006
Mellon Bank, N.A./CoreStates Bank, N.A. 1985 - 2000
Skills
Advertising, Online Advertising, Marketing, Social Media, Social Networking, Social Media Marketing, Web Design, Online Marketing, PowerPoint, Email Marketing, Blogging, Writing, Management, Entrepreneurship, Public Speaking, Business Planning, Internet, Microsoft Office, Outlook, Facebook, Marketing Communications, Lead Generation, Strategic Planning, Start-ups, Windows, Marketing Strategy, Event Management, Nonprofits, Strategy, Direct Marketing, New Business Development, Retentive Sales, Twitter, Budgets, Small Business, Leadership, Team Building, Customer Service, Sales, Coaching, Time Management, Contract Negotiation, Account Management, Training, B2B, Event Planning, Program Management, Business Development
Education
Temple University - James E. Beasley School of Law
Juris Doctorate, Law
Temple University - Fox School of Business and Management
Bachelor's Degree in Business Administration, Accounting
Aimee Abbruzzese's Wells Fargo Bank, N.A. Experience January 2010 - Present
Job Global Relocation at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank, N.A. January 2010 - Present
Nor-Cal Moving Services March 2009 - January 2010
Cartus 1990 - 2009
Skills
Management, Customer Service, Contract Negotiation, Sales, Account Management, Negotiation, Team Building, Leadership, Relocation, Real Estate
Education
Plymouth State University 1981 — 1986
Bachelor's degree, Geography
Greenwich High School 1977 — 1981
High School diploma
Wells Fargo Bank, N.A. January 2010 - Present
Nor-Cal Moving Services March 2009 - January 2010
Cartus 1990 - 2009
Skills
Management, Customer Service, Contract Negotiation, Sales, Account Management, Negotiation, Team Building, Leadership, Relocation, Real Estate
Education
Plymouth State University 1981 — 1986
Bachelor's degree, Geography
Greenwich High School 1977 — 1981
High School diploma
Xianbin Zhao Xianbin Zhao's Wells Fargo Bank, N.A. Experience November 2014 - January 2015
Job Associate and Client Account Officer at Citi Private Bank
Industry International Trade and Development
Experience
Citi Private Bank January 2015 - Present
TeaMee, LLC July 2014 - Present
Wells Fargo Bank, N.A. November 2014 - January 2015
Wells Fargo Bank, N.A. April 2013 - November 2014
ChinaSF March 2013 - January 2014
Volvo Car Corporation January 2013 - February 2013
Chinese Student and Scholar Association of University of San Francisco January 2012 - December 2012
University of San Francisco - Office of Development July 2010 - December 2012
University of San Francisco April 2012 - September 2012
University of San Francisco July 2010 - September 2012
Skills
Fluent in written and..., Advanced knowledge of..., Advanced knowledge of..., Advanced knowledge of..., PowerPoint, Excel, Mandarin, Word, Research, Microsoft Excel, Microsoft Word, Non-profits, Social Networking, Microsoft Office, Dreamweaver, Dedicated Professional, Time Management, Public Relations, Fundraising, Marketing, Leadership, Access, Data Analysis, Management, Customer Service, Recruiting, Event Planning
Education
Stanford University 2012 — 2012
Bachelor's degree, Business Administration and Management, General, 3.4
University of San Francisco 2009 — 2012
Bachelor, International Business, Asian Studies, 3.65
Christian Unified School 2007 — 2009
High School, 4.20
Citi Private Bank January 2015 - Present
TeaMee, LLC July 2014 - Present
Wells Fargo Bank, N.A. November 2014 - January 2015
Wells Fargo Bank, N.A. April 2013 - November 2014
ChinaSF March 2013 - January 2014
Volvo Car Corporation January 2013 - February 2013
Chinese Student and Scholar Association of University of San Francisco January 2012 - December 2012
University of San Francisco - Office of Development July 2010 - December 2012
University of San Francisco April 2012 - September 2012
University of San Francisco July 2010 - September 2012
Skills
Fluent in written and..., Advanced knowledge of..., Advanced knowledge of..., Advanced knowledge of..., PowerPoint, Excel, Mandarin, Word, Research, Microsoft Excel, Microsoft Word, Non-profits, Social Networking, Microsoft Office, Dreamweaver, Dedicated Professional, Time Management, Public Relations, Fundraising, Marketing, Leadership, Access, Data Analysis, Management, Customer Service, Recruiting, Event Planning
Education
Stanford University 2012 — 2012
Bachelor's degree, Business Administration and Management, General, 3.4
University of San Francisco 2009 — 2012
Bachelor, International Business, Asian Studies, 3.65
Christian Unified School 2007 — 2009
High School, 4.20
April Gramby April Gramby's Wells Fargo Bank, N.A. Experience March 2011 - Present
Job Lead Teller at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. March 2011 - Present
DOMINO'S PIZZA REGIONAL OFFICE January 2010 - February 2011
Skills
MS Office tools, Strategic Planning, Action Planning, Communication Written, Communication Verbal, Outstanding Customer...
Education
North Carolina Central University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Strayer University
Pursing Masters of Business Administration (MBA), Human Resource Management
Wells Fargo Bank, N.A. March 2011 - Present
DOMINO'S PIZZA REGIONAL OFFICE January 2010 - February 2011
Skills
MS Office tools, Strategic Planning, Action Planning, Communication Written, Communication Verbal, Outstanding Customer...
Education
North Carolina Central University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Strayer University
Pursing Masters of Business Administration (MBA), Human Resource Management
Robert L. Skelley, Esq. Robert L. Skelley, Esq.'s Wells Fargo Bank, N.A. Experience April 2015 - Present
Job Operational Risk Consultant at Wells Fargo Bank, N.A.
Industry Legal Services
Experience
Wells Fargo Bank, N.A. April 2015 - Present
Law Office Of Robert L. Skelley January 2005 - Present
Skills
Criminal Defense, Juvenile Law, Litigation, Guardianship, Legal Research, Mediation, Civil Litigation, Criminal Law, Juvenile Delinquency, Trial Practice, Family Law, Legal Writing, Special Education, Hearings, Courts, Trials, LLC, Torts, Appeals, Commercial Litigation, Wills, Foreign Exchange
Education
Suffolk Law School 2001 — 2004
Doctor of Law (JD)
Southern Connecticut State University 1979 — 1982
MA, Clinical Psychology
Wells Fargo Bank, N.A. April 2015 - Present
Law Office Of Robert L. Skelley January 2005 - Present
Skills
Criminal Defense, Juvenile Law, Litigation, Guardianship, Legal Research, Mediation, Civil Litigation, Criminal Law, Juvenile Delinquency, Trial Practice, Family Law, Legal Writing, Special Education, Hearings, Courts, Trials, LLC, Torts, Appeals, Commercial Litigation, Wills, Foreign Exchange
Education
Suffolk Law School 2001 — 2004
Doctor of Law (JD)
Southern Connecticut State University 1979 — 1982
MA, Clinical Psychology
Jamai Robinson Jamai Robinson's Wells Fargo Bank, N.A. Experience September 2006 - Present
Job Assistant Vice President Store Manager at Wells Fargo Financial
Industry Financial Services
Experience
Wells Fargo Bank, N.A. September 2006 - Present
Vision Consulting Services January 2006 - Present
Bank of America November 2004 - September 2006
Allied Barton Specta Guard February 2002 - September 2006
Skills
Development & Managing..., Mentoring, Strategy Development, Leadership Development, Marketing Strategy, Compliance, Customer Relations, Business Planning, Change Management, Coaching, Budgets, Customer Service, Management, New Business Development, Operations Management, PowerPoint, Sales Management, Strategic Planning, Strategy, Team Building, Team Leadership, Training, Marketing, Finance, Leadership, Public Speaking, Microsoft Office, Sales
Education
Temple University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
St. Joseph Prep 1996 — 2000
High School Diploma, Business Research & Development
Wells Fargo Bank, N.A. September 2006 - Present
Vision Consulting Services January 2006 - Present
Bank of America November 2004 - September 2006
Allied Barton Specta Guard February 2002 - September 2006
Skills
Development & Managing..., Mentoring, Strategy Development, Leadership Development, Marketing Strategy, Compliance, Customer Relations, Business Planning, Change Management, Coaching, Budgets, Customer Service, Management, New Business Development, Operations Management, PowerPoint, Sales Management, Strategic Planning, Strategy, Team Building, Team Leadership, Training, Marketing, Finance, Leadership, Public Speaking, Microsoft Office, Sales
Education
Temple University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
St. Joseph Prep 1996 — 2000
High School Diploma, Business Research & Development
Heather Kelly Heather Kelly's Wells Fargo Bank, N.A. Experience June 2006 - April 2012
Job Senior Vice President at SRS|Acquiom
Industry Financial Services
Experience
SRSAcquiom June 2014 - Present
Wilmington Trust April 2012 - June 2014
Wells Fargo Bank, N.A. June 2006 - April 2012
Wells Fargo Shareowner Services January 2006 - December 2009
Wells Fargo Shareowner Services June 2000 - October 2006
Skills
Mergers, Securities, Banking, Capital Markets, Corporate Finance, Relationship Management, Financial Services, Equities, Mergers & Acquisitions, Corporate Governance, Finance, Strategy, Management, Start-ups, Leadership, Accounting
Education
Northwestern College
SRSAcquiom June 2014 - Present
Wilmington Trust April 2012 - June 2014
Wells Fargo Bank, N.A. June 2006 - April 2012
Wells Fargo Shareowner Services January 2006 - December 2009
Wells Fargo Shareowner Services June 2000 - October 2006
Skills
Mergers, Securities, Banking, Capital Markets, Corporate Finance, Relationship Management, Financial Services, Equities, Mergers & Acquisitions, Corporate Governance, Finance, Strategy, Management, Start-ups, Leadership, Accounting
Education
Northwestern College
Tammy Tokash Tammy Tokash's Wells Fargo Bank, N.A. Experience December 1998 - Present
Job Personal Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank, N.A. December 1998 - Present
Education
Tarrant County College
Wells Fargo Bank, N.A. December 1998 - Present
Education
Tarrant County College
Jaclyn Schultz's Wells Fargo Bank, N.A. Experience June 2003 - March 2006
Job Client Support Analyst at Concur Technologies
Industry Computer Software
Experience
Concur Technologies March 2006 - Present
Wells Fargo Bank, N.A. June 2003 - March 2006
Wickes Furniture January 2003 - March 2006
Skills
SQL, Salesforce.com, Business Intelligence, Business Analysis, Analytics, Vendor Management, Integration, Process Improvement, Business Process, HTML, Team Leadership, Project Management, Data Analysis, Program Management, Analysis
Education
St. Cloud State University 1998 — 2002
Bachelor of Science (B.S.), International Business & Marketing
Sartell High School 1994 — 1998
High School Diploma
Concur Technologies March 2006 - Present
Wells Fargo Bank, N.A. June 2003 - March 2006
Wickes Furniture January 2003 - March 2006
Skills
SQL, Salesforce.com, Business Intelligence, Business Analysis, Analytics, Vendor Management, Integration, Process Improvement, Business Process, HTML, Team Leadership, Project Management, Data Analysis, Program Management, Analysis
Education
St. Cloud State University 1998 — 2002
Bachelor of Science (B.S.), International Business & Marketing
Sartell High School 1994 — 1998
High School Diploma
Yousuf Ghalayini Yousuf Ghalayini's Wells Fargo Bank, N.A. Experience February 2014 - January 2015
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2015 - Present
Wells Fargo Bank, N.A. February 2014 - January 2015
JPMorgan Chase Bank, N.A. May 2007 - March 2012
Education
University of Central Florida 2011 — 2013
Bachelor of Arts (B.A.), Accounting and Finance
Seminole Community College 2008 — 2011
Associate of Arts (A.A.), Accounting
JPMorgan Chase Bank, N.A. January 2015 - Present
Wells Fargo Bank, N.A. February 2014 - January 2015
JPMorgan Chase Bank, N.A. May 2007 - March 2012
Education
University of Central Florida 2011 — 2013
Bachelor of Arts (B.A.), Accounting and Finance
Seminole Community College 2008 — 2011
Associate of Arts (A.A.), Accounting
Rié Pham Rié Pham's Wells Fargo Bank, N.A. Experience September 2009 - December 2010
Job Recruiting Coordinator / University Relations Recruiter at WePay
Industry Internet
Experience
WePay, Inc. February 2015 - Present
Comprehend Systems, Inc. September 2014 - February 2015
GREE International, Inc September 2011 - May 2014
Google, Inc. January 2011 - September 2011
Wells Fargo Bank, N.A. September 2009 - December 2010
Yelp, Inc. July 2008 - September 2009
WorkMetro, Inc. October 2007 - December 2007
The Culver Group June 2005 - June 2007
Four Seasons Hotel San Francisco 2004 - 2005
Skills
Sourcing, Recruiting, Cold Calling, Internet Recruiting, Interviews, Applicant Tracking..., Technical Recruiting, Management, Benefits Negotiation, Sales, Team Building, Office Management, College Recruiting, Social Networking, Screening Resumes, Selling Skills, Open Source, HRIS, Japanese, Sales Operations, Talent Acquisition, Salesforce.com, Deal Closure, SaaS, Temporary Placement, Objection Handling, Global Sourcing, Japanese culture, Executive Sales..., Corporate Events, Event Planning, Onboarding, Contract Recruitment, Competitive Analysis, Screening, New Business Development, Recruitment Advertising, Staffing Services, Time Management, Employer Branding, Temporary Staffing, Advertising, CRM, Networking, Closing Skills, Conversational Japanese
Education
San Francisco State University
Bachelor of Science, International Business with an emphasis in Marketing
WePay, Inc. February 2015 - Present
Comprehend Systems, Inc. September 2014 - February 2015
GREE International, Inc September 2011 - May 2014
Google, Inc. January 2011 - September 2011
Wells Fargo Bank, N.A. September 2009 - December 2010
Yelp, Inc. July 2008 - September 2009
WorkMetro, Inc. October 2007 - December 2007
The Culver Group June 2005 - June 2007
Four Seasons Hotel San Francisco 2004 - 2005
Skills
Sourcing, Recruiting, Cold Calling, Internet Recruiting, Interviews, Applicant Tracking..., Technical Recruiting, Management, Benefits Negotiation, Sales, Team Building, Office Management, College Recruiting, Social Networking, Screening Resumes, Selling Skills, Open Source, HRIS, Japanese, Sales Operations, Talent Acquisition, Salesforce.com, Deal Closure, SaaS, Temporary Placement, Objection Handling, Global Sourcing, Japanese culture, Executive Sales..., Corporate Events, Event Planning, Onboarding, Contract Recruitment, Competitive Analysis, Screening, New Business Development, Recruitment Advertising, Staffing Services, Time Management, Employer Branding, Temporary Staffing, Advertising, CRM, Networking, Closing Skills, Conversational Japanese
Education
San Francisco State University
Bachelor of Science, International Business with an emphasis in Marketing
Jason Bivin Jason Bivin's Wells Fargo Bank, N.A. Experience 1999 - 2003
Job Associate at Bivin and Associates, Inc.
Industry Financial Services
Experience
Bivin and Associates, Inc. January 2008 - Present
Wells Fargo Bank, N.A. 1999 - 2003
Skills
Series 7, Investments, Retirement Planning, Investment Advisory, Financial Analysis, Financial Modeling
Education
Oklahoma State University 1992 — 1996
Bivin and Associates, Inc. January 2008 - Present
Wells Fargo Bank, N.A. 1999 - 2003
Skills
Series 7, Investments, Retirement Planning, Investment Advisory, Financial Analysis, Financial Modeling
Education
Oklahoma State University 1992 — 1996
Juan Lahens Juan Lahens's Wells Fargo Bank, N.A. Experience 2015 - Present
Job Senior Vice President, International Trade Services at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. 2015 - Present
Citizens Commercial Banking 2011 - 2014
UPS Capital 2006 - 2010
UPS Capital 2001 - 2006
RBC 1999 - 2001
RBC 1997 - 1999
RBC 1992 - 1996
RBC 1989 - 1992
Skills
Supply Chain Finance, Financial Institutions, International Business, Banking, Credit, Trade Finance, Business Development, Cash Management, Commercial Banking, Supply Chain, Risk Management, Capital Markets, Finance, Business Strategy, Treasury Management, Financial Services, Trading, Credit Analysis, Commercial Lending, Credit Risk, Portfolio Management, Relationship Management, Corporate Finance, Loans, Asset Based Lending, Financial Risk, Securities, Structured Finance, Financial Structuring, Payments
Education
Saint Louis University
Bachelors in Business Administration, Finance
Wells Fargo Bank, N.A. 2015 - Present
Citizens Commercial Banking 2011 - 2014
UPS Capital 2006 - 2010
UPS Capital 2001 - 2006
RBC 1999 - 2001
RBC 1997 - 1999
RBC 1992 - 1996
RBC 1989 - 1992
Skills
Supply Chain Finance, Financial Institutions, International Business, Banking, Credit, Trade Finance, Business Development, Cash Management, Commercial Banking, Supply Chain, Risk Management, Capital Markets, Finance, Business Strategy, Treasury Management, Financial Services, Trading, Credit Analysis, Commercial Lending, Credit Risk, Portfolio Management, Relationship Management, Corporate Finance, Loans, Asset Based Lending, Financial Risk, Securities, Structured Finance, Financial Structuring, Payments
Education
Saint Louis University
Bachelors in Business Administration, Finance
John (Jan Willem) Krens John (Jan Willem) Krens's Wells Fargo Bank, N.A. Experience 2011 - 2012
Job Senior Executive Recruiter at The Compliance Search Group
Industry Financial Services
Experience
The Compliance Search Group, LLC 2015 - Present
Robert Half International 2013 - 2015
Wells Fargo Bank, N.A. 2011 - 2012
ABN AMRO Bank N.V. 2010 - 2011
Rabobank International 1997 - 2008
MeesPierson NV 1991 - 1997
Education
RSM Erasmus Universiteit
Master Sc. in Business Administration
The Compliance Search Group, LLC 2015 - Present
Robert Half International 2013 - 2015
Wells Fargo Bank, N.A. 2011 - 2012
ABN AMRO Bank N.V. 2010 - 2011
Rabobank International 1997 - 2008
MeesPierson NV 1991 - 1997
Education
RSM Erasmus Universiteit
Master Sc. in Business Administration
Scott Iden's Wells Fargo Bank, N.A. Experience February 2015 - Present
Job Business Systems Consultant at Wells Fargo Bank, N.A.
Industry Real Estate
Experience
Wells Fargo Bank, N.A. February 2015 - Present
Advance Mortgage Education January 2004 - Present
Wells Fargo Home Mortgage June 2012 - January 2015
Wells Fargo Home Mortgage March 2011 - May 2012
Skills
Mortgage Lending, Leadership, Mortgage Banking, Finance, Microsoft Excel, Real Estate, REO, Loans
Education
University of North Texas 1983 — 1987
Corporate Finance & Accounting
Texas Tech University 1982 — 1983
Business Administration
Wells Fargo Bank, N.A. February 2015 - Present
Advance Mortgage Education January 2004 - Present
Wells Fargo Home Mortgage June 2012 - January 2015
Wells Fargo Home Mortgage March 2011 - May 2012
Skills
Mortgage Lending, Leadership, Mortgage Banking, Finance, Microsoft Excel, Real Estate, REO, Loans
Education
University of North Texas 1983 — 1987
Corporate Finance & Accounting
Texas Tech University 1982 — 1983
Business Administration
Jason Himmelstein Jason Himmelstein's Wells Fargo Bank, N.A. Experience 2011 - 2012
Job Licensed Real Estate Salesperson at The Himmelstein Group at Houlihan Lawrence
Industry Real Estate
Experience
The Himmelstein Group at Houlihan Lawrence Vice President, Branch ManagerCiti2012 - 2014
Wells Fargo Bank, N.A. 2011 - 2012
JPMorgan Chase 2007 - 2011
HSBC Mortgage Corporation (USA) 2004 - 2007
Citicorp Investment Services 1999 - 2001
Skills
Business Development, Banking, Recruiting, Customer Service, Human Resources, Management, Sales, Retail Banking, Performance Management, Financial Services, Mortgage Banking, Marketing, Budgets, Coaching, Investment Banking, Private Banking, Mergers, CRM, Real Estate, Mortgage Lending, Loans, Loan Origination, Consumer Lending, Credit, Credit Analysis, Consulting, Lines Of Credit, Financial Analysis, Finance, Sales Management, Financial Reporting, Strategic Financial..., Business Strategy, Business Analysis, Business Planning, Small Business, Hiring, Operations Management, Team Management, Small Business Lending, Credit Cards, Home Equity Loans, Account Management, Investments, Relationship Management, Leadership, Portfolio Management, Public Speaking, Commercial Banking, Branch Banking
Education
State University of New York College at Old Westbury 1996 — 2000
Mount Saint Michael's Academy 1993 — 1996
High School Diploma, General Academics
The Himmelstein Group at Houlihan Lawrence Vice President, Branch ManagerCiti2012 - 2014
Wells Fargo Bank, N.A. 2011 - 2012
JPMorgan Chase 2007 - 2011
HSBC Mortgage Corporation (USA) 2004 - 2007
Citicorp Investment Services 1999 - 2001
Skills
Business Development, Banking, Recruiting, Customer Service, Human Resources, Management, Sales, Retail Banking, Performance Management, Financial Services, Mortgage Banking, Marketing, Budgets, Coaching, Investment Banking, Private Banking, Mergers, CRM, Real Estate, Mortgage Lending, Loans, Loan Origination, Consumer Lending, Credit, Credit Analysis, Consulting, Lines Of Credit, Financial Analysis, Finance, Sales Management, Financial Reporting, Strategic Financial..., Business Strategy, Business Analysis, Business Planning, Small Business, Hiring, Operations Management, Team Management, Small Business Lending, Credit Cards, Home Equity Loans, Account Management, Investments, Relationship Management, Leadership, Portfolio Management, Public Speaking, Commercial Banking, Branch Banking
Education
State University of New York College at Old Westbury 1996 — 2000
Mount Saint Michael's Academy 1993 — 1996
High School Diploma, General Academics
Juli Pelletier's Wells Fargo Bank, N.A. Experience July 2002 - November 2012
Job Compliance Consultant at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo February 2013 - August 2013
Wells Fargo Bank, N.A. July 2002 - November 2012
Wells Fargo Bank, N. A. April 1999 - June 2002
Institutional Trust Services March 1996 - April 1999
Skills
Customer Service, English, Research, Public Speaking, Budgets, Negotiation, Editing, Windows 7, Photoshop, Lightroom, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Risk Management
Education
College of St. Catherine
Bachelors Degree
Wells Fargo February 2013 - August 2013
Wells Fargo Bank, N.A. July 2002 - November 2012
Wells Fargo Bank, N. A. April 1999 - June 2002
Institutional Trust Services March 1996 - April 1999
Skills
Customer Service, English, Research, Public Speaking, Budgets, Negotiation, Editing, Windows 7, Photoshop, Lightroom, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Risk Management
Education
College of St. Catherine
Bachelors Degree
Matt Sampson's Wells Fargo Bank, N.A. Experience June 2009 - August 2010
Job Enterprise Account Manager at MRI Software LLC
Industry Computer Software
Experience
MRI Software LLC October 2014 - Present
Softchoice November 2012 - October 2014
Softchoice August 2010 - November 2012
Wells Fargo Bank, N.A. June 2009 - August 2010
Versahaul February 2009 - May 2009
CDW 2008 - 2009
Skills
Virtualization, Solution Selling, Volume Licensing, Account Management, Cloud Computing, Sales Process, Direct Sales, Cold Calling, B2B, Storage, Sales Operations, Professional Services, Salesforce.com, Partner Management, Strategic Partnerships, Channel Partners, Enterprise Software, Sales, Storage Area Networks, Networking, Cisco Technologies, Managed Services, Business Development, SAN
Education
Purdue University 2005 — 2009
B.S. Selling and Sales Management, Sales and Marketing
MRI Software LLC October 2014 - Present
Softchoice November 2012 - October 2014
Softchoice August 2010 - November 2012
Wells Fargo Bank, N.A. June 2009 - August 2010
Versahaul February 2009 - May 2009
CDW 2008 - 2009
Skills
Virtualization, Solution Selling, Volume Licensing, Account Management, Cloud Computing, Sales Process, Direct Sales, Cold Calling, B2B, Storage, Sales Operations, Professional Services, Salesforce.com, Partner Management, Strategic Partnerships, Channel Partners, Enterprise Software, Sales, Storage Area Networks, Networking, Cisco Technologies, Managed Services, Business Development, SAN
Education
Purdue University 2005 — 2009
B.S. Selling and Sales Management, Sales and Marketing
Alfredo Marquetti Alfredo Marquetti's Wells Fargo Bank, N.A. Experience March 2010 - Present
Job Strategic Sourcing and Vendor Management Professional at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. March 2010 - Present
SPX Corporation August 2008 - March 2010
Delhaize Group January 2006 - August 2008
One Avenue Networks LLC January 2003 - January 2006
Bank of America February 2001 - June 2003
First Union National Bank (now Wells Fargo Bank, N.A) November 1997 - February 2001
Transamerica Reinsurance March 1986 - November 1997
Skills
Vendor Management, Negotiation, Strategic Sourcing, Contract Negotiation, Project Management, Enterprise Software, Risk Management, Program Management, Process Improvement, Business Analysis, Strategic Planning, Leadership, Management, Strategy, Business Process, Change Management, Procurement, Analysis, Team Leadership, Business Development, Sourcing, Supply Chain, Contract Management, SAP, Team Building, Outsourcing, Business Process..., Governance, PMO, Operations Management, Supply Chain Management, Cross-functional Team..., Information Technology, Consulting, Banking, Professional Services
Education
Montreat College
Bachelor of Business Administration (B.B.A.)
More than Conquerors College
Master of Christian Ministry
More than Conquerors College
Doctor of Christian Ministry
University of California, Santa Barbara
Business Administration and Management, General
Wells Fargo Bank, N.A. March 2010 - Present
SPX Corporation August 2008 - March 2010
Delhaize Group January 2006 - August 2008
One Avenue Networks LLC January 2003 - January 2006
Bank of America February 2001 - June 2003
First Union National Bank (now Wells Fargo Bank, N.A) November 1997 - February 2001
Transamerica Reinsurance March 1986 - November 1997
Skills
Vendor Management, Negotiation, Strategic Sourcing, Contract Negotiation, Project Management, Enterprise Software, Risk Management, Program Management, Process Improvement, Business Analysis, Strategic Planning, Leadership, Management, Strategy, Business Process, Change Management, Procurement, Analysis, Team Leadership, Business Development, Sourcing, Supply Chain, Contract Management, SAP, Team Building, Outsourcing, Business Process..., Governance, PMO, Operations Management, Supply Chain Management, Cross-functional Team..., Information Technology, Consulting, Banking, Professional Services
Education
Montreat College
Bachelor of Business Administration (B.B.A.)
More than Conquerors College
Master of Christian Ministry
More than Conquerors College
Doctor of Christian Ministry
University of California, Santa Barbara
Business Administration and Management, General
Jenny Vizena Jenny Vizena's Wells Fargo Bank, N.A. Experience November 2004 - May 2006
Job Controller, Operations at Axip Energy Services, LP
Industry Accounting
Experience
Axip Energy Services, LP July 2012 - Present
Valerus July 2012 - December 2013
Laser Northeast Gathering Company, LLC May 2011 - May 2012
Valencia Group January 2008 - August 2011
Heights Venture Architects, LLP 2006 - 2007
Wells Fargo Bank, N.A. November 2004 - May 2006
Skills
Financial Reporting, Internal Controls, Accounting, General Ledger, Sarbanes-Oxley Act, GAAP, Accounts Payable, SEC filings, Account Reconciliation, Accounts Receivable, Auditing, Cost Accounting, Sarbanes-Oxley, US GAAP, Financial Audits
Education
Sam Houston State University 2007 — 2009
MBA, Accounting
Sam Houston State University 2003 — 2005
BBA, Accounting
Stephen F. Austin State University
Axip Energy Services, LP July 2012 - Present
Valerus July 2012 - December 2013
Laser Northeast Gathering Company, LLC May 2011 - May 2012
Valencia Group January 2008 - August 2011
Heights Venture Architects, LLP 2006 - 2007
Wells Fargo Bank, N.A. November 2004 - May 2006
Skills
Financial Reporting, Internal Controls, Accounting, General Ledger, Sarbanes-Oxley Act, GAAP, Accounts Payable, SEC filings, Account Reconciliation, Accounts Receivable, Auditing, Cost Accounting, Sarbanes-Oxley, US GAAP, Financial Audits
Education
Sam Houston State University 2007 — 2009
MBA, Accounting
Sam Houston State University 2003 — 2005
BBA, Accounting
Stephen F. Austin State University
Brian Crevoiserat Brian Crevoiserat's Wells Fargo Bank, N.A. Experience March 2010 - Present
Job Senior Vice President National Sales Executive
Industry Financial Services
Experience
Wells Fargo Bank, N.A. March 2010 - Present
Saint John’s University July 2013 - Present
Saint John’s University September 2014 - Present
Saint John’s University July 1999 - Present
Northern Star Council, BSA January 2015 - April 2015
Stonebrooke Homeowners Association, Inc. July 2004 - April 2015
Northern Star Council, BSA January 2010 - December 2014
Northern Star Council, BSA January 2011 - December 2013
Saint John’s University July 2001 - June 2013
Wells Fargo Bank, N.A. June 2009 - February 2010
Skills
Major Clients, Strategic Planning, Budget, Staff Development, Mergers, Forecasting, Financial Services, Investments, Financial Analysis, Financial Modeling, Team Building, Mergers & Acquisitions, Sales, Leadership, Strategy, Budgets, Relationship Management, Sales Management, Trustee, Custodians, Defined Benefit, Benefit Payments, Marketing, Pensions, Accounting, Retirement, Management, Coaching, Competitive Analysis, Employee Benefits, Fundraising, Writing, Presentations, Customer Satisfaction, Sales Growth, Business Profitability, ERISA, Money Market, CPA, Business Management, Profitability..., Fee Development, Fee Negotiation, Legal Agreements, FASB/GASB, Reporting, Auditing, Risk Management, Compliance, Mutual Funds
Education
St. John's University 1977 — 1981
Bachelor of Science, Accounting (Major), Business Management (Minor)
John Hersey High School 1973 — 1977
HS Diploma, College Preparatory Studies
Wells Fargo Bank, N.A. March 2010 - Present
Saint John’s University July 2013 - Present
Saint John’s University September 2014 - Present
Saint John’s University July 1999 - Present
Northern Star Council, BSA January 2015 - April 2015
Stonebrooke Homeowners Association, Inc. July 2004 - April 2015
Northern Star Council, BSA January 2010 - December 2014
Northern Star Council, BSA January 2011 - December 2013
Saint John’s University July 2001 - June 2013
Wells Fargo Bank, N.A. June 2009 - February 2010
Skills
Major Clients, Strategic Planning, Budget, Staff Development, Mergers, Forecasting, Financial Services, Investments, Financial Analysis, Financial Modeling, Team Building, Mergers & Acquisitions, Sales, Leadership, Strategy, Budgets, Relationship Management, Sales Management, Trustee, Custodians, Defined Benefit, Benefit Payments, Marketing, Pensions, Accounting, Retirement, Management, Coaching, Competitive Analysis, Employee Benefits, Fundraising, Writing, Presentations, Customer Satisfaction, Sales Growth, Business Profitability, ERISA, Money Market, CPA, Business Management, Profitability..., Fee Development, Fee Negotiation, Legal Agreements, FASB/GASB, Reporting, Auditing, Risk Management, Compliance, Mutual Funds
Education
St. John's University 1977 — 1981
Bachelor of Science, Accounting (Major), Business Management (Minor)
John Hersey High School 1973 — 1977
HS Diploma, College Preparatory Studies
Jeff Deloglos's Wells Fargo Bank, N.A. Experience March 2009 - Present
Job Personal Banker, Business Advocate, Officer, Wells Fargo Financial Advisors Advocate (Licensed)
Industry Banking
Experience
Wells Fargo Bank, N.A. March 2009 - Present
Wells Fargo Bank, N.A. (formerly Wachovia Bank, N.A.) 2009 - Present
Abacus Regional Mortgage February 2008 - March 2009
Countrywide Home Loans May 2005 - October 2007
GMAC Mortgage 1999 - 2005
Merrill Lynch March 1993 - May 1999
Skills
Loans, Banking, Commercial Mortgages, Outside Sales, Mortgage Lending, USDA, Credit, Mortgage Banking
Education
Penn State University 1979 — 1983
BS, Administration of Justice
The Culinary Institute of America 1983 — 1986
AOS, Occupational Studies in Culinary Arts
Wells Fargo Bank, N.A. March 2009 - Present
Wells Fargo Bank, N.A. (formerly Wachovia Bank, N.A.) 2009 - Present
Abacus Regional Mortgage February 2008 - March 2009
Countrywide Home Loans May 2005 - October 2007
GMAC Mortgage 1999 - 2005
Merrill Lynch March 1993 - May 1999
Skills
Loans, Banking, Commercial Mortgages, Outside Sales, Mortgage Lending, USDA, Credit, Mortgage Banking
Education
Penn State University 1979 — 1983
BS, Administration of Justice
The Culinary Institute of America 1983 — 1986
AOS, Occupational Studies in Culinary Arts
Cliff John's Wells Fargo Bank, N.A. Experience February 2012 - January 2013
Job Account Manager at Blue Corona
Industry Marketing and Advertising
Experience
Blue Corona September 2014 - Present
Capital One January 2013 - May 2014
Dads In The Game, LLC July 2011 - April 2013
Wells Fargo Bank, N.A. February 2012 - January 2013
Wells Fargo Bank, N.A. April 2011 - February 2012
Wells Fargo Bank, N.A. February 2009 - April 2011
Priority Financial Services October 2003 - January 2009
OMC Mortgage September 2001 - September 2003
Johnson Lambert LLP September 2000 - September 2001
Skills
Mortgage Lending, Refinance, Real Estate, Relationship Management, Banking, Mortgage Banking, Leadership, Finance, Loans, Residential Mortgages, Blogging, Management, Sales Management, FHA, Credit, Financial Analysis, Loan Origination, Underwriting, Retail Banking, Change Management, Consumer Lending, Home Equity, Operations Management, Blogger, Risk Management, Credit Risk, Branch Management, Deposits, Credit Cards, Financial Risk, Cash Management, Lines Of Credit, Commercial Banking, Small Business Lending, Credit Analysis, Commercial Lending, Start-ups, Social Media Blogging, Social Media Marketing, SEO, PPC, PPC Bid Management, Digital Marketing, Digital Strategy, Google Analytics, Public Speaking
Education
Quinnipiac University 1996 — 2000
Bachelors of Science, Accounting
Thomas S. Wootton High School 1992 — 1996
Blue Corona September 2014 - Present
Capital One January 2013 - May 2014
Dads In The Game, LLC July 2011 - April 2013
Wells Fargo Bank, N.A. February 2012 - January 2013
Wells Fargo Bank, N.A. April 2011 - February 2012
Wells Fargo Bank, N.A. February 2009 - April 2011
Priority Financial Services October 2003 - January 2009
OMC Mortgage September 2001 - September 2003
Johnson Lambert LLP September 2000 - September 2001
Skills
Mortgage Lending, Refinance, Real Estate, Relationship Management, Banking, Mortgage Banking, Leadership, Finance, Loans, Residential Mortgages, Blogging, Management, Sales Management, FHA, Credit, Financial Analysis, Loan Origination, Underwriting, Retail Banking, Change Management, Consumer Lending, Home Equity, Operations Management, Blogger, Risk Management, Credit Risk, Branch Management, Deposits, Credit Cards, Financial Risk, Cash Management, Lines Of Credit, Commercial Banking, Small Business Lending, Credit Analysis, Commercial Lending, Start-ups, Social Media Blogging, Social Media Marketing, SEO, PPC, PPC Bid Management, Digital Marketing, Digital Strategy, Google Analytics, Public Speaking
Education
Quinnipiac University 1996 — 2000
Bachelors of Science, Accounting
Thomas S. Wootton High School 1992 — 1996
Allen Au Allen Au's Wells Fargo Bank, N.A. Experience August 2011 - Present
Job Premier Banker at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. August 2011 - Present
Realty World May 2008 - June 2010
Skills
Sales, Mortgage Lending, Customer Service
Education
San Jose State University 2007 — 2010
Criminal Justice/Safety Studies
Wells Fargo Bank, N.A. August 2011 - Present
Realty World May 2008 - June 2010
Skills
Sales, Mortgage Lending, Customer Service
Education
San Jose State University 2007 — 2010
Criminal Justice/Safety Studies
Ryan Stichka's Wells Fargo Bank, N.A. Experience February 2015 - Present
Job Service Manager 1 (Lo) at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank N.A. February 2015 - Present
Wells Fargo Bank, N.A. September 2013 - January 2015
Wells Fargo Bank, NA October 2012 - January 2013
Philadelphia Trolley Works April 2012 - September 2012
Philadelphia Trolley Works May 2009 - April 2012
Skills
Operations Management, Customer Service, Customer Experience, Sales, Sales Management, Problem Solving, Critical Thinking, Writing, Reasoning Skills, Research, Management
Education
Temple University 2008 — 2012
Bachelor of Arts (B.A.), American History (United States)
Metropolitan Community College-Omaha, NE 2005 — 2008
General Studies, General Studies
Wells Fargo Bank N.A. February 2015 - Present
Wells Fargo Bank, N.A. September 2013 - January 2015
Wells Fargo Bank, NA October 2012 - January 2013
Philadelphia Trolley Works April 2012 - September 2012
Philadelphia Trolley Works May 2009 - April 2012
Skills
Operations Management, Customer Service, Customer Experience, Sales, Sales Management, Problem Solving, Critical Thinking, Writing, Reasoning Skills, Research, Management
Education
Temple University 2008 — 2012
Bachelor of Arts (B.A.), American History (United States)
Metropolitan Community College-Omaha, NE 2005 — 2008
General Studies, General Studies
Rebecca Parnell's Wells Fargo Bank, N.A. Experience July 2015 - Present
Job Construction Loan Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. July 2015 - Present
Wells Fargo Bank, N.A. November 2010 - June 2015
Wells Fargo Bank, N.A. November 2010 - November 2011
Wells Fargo Bank, N.A. January 2008 - November 2009
Wells Fargo Bank, N.A. July 2005 - December 2007
Mortgages Unlimited, Inc. July 2003 - June 2005
Skills
Commercial Banking, Cash Management, Loan Servicing, Software Documentation, Auditing, SBA, Consumer Lending, Small Business Lending, Quality Assurance, Mortgage Servicing, Training, Loss Mitigation, Closings, Commercial Mortgages, Lines Of Credit, Customer Service
Education
North Hennepin Community College
Associate of Science (A.S.), Business Management and Computer Information Systems
Wells Fargo Bank, N.A. July 2015 - Present
Wells Fargo Bank, N.A. November 2010 - June 2015
Wells Fargo Bank, N.A. November 2010 - November 2011
Wells Fargo Bank, N.A. January 2008 - November 2009
Wells Fargo Bank, N.A. July 2005 - December 2007
Mortgages Unlimited, Inc. July 2003 - June 2005
Skills
Commercial Banking, Cash Management, Loan Servicing, Software Documentation, Auditing, SBA, Consumer Lending, Small Business Lending, Quality Assurance, Mortgage Servicing, Training, Loss Mitigation, Closings, Commercial Mortgages, Lines Of Credit, Customer Service
Education
North Hennepin Community College
Associate of Science (A.S.), Business Management and Computer Information Systems
Monica Kowalski Monica Kowalski's Wells Fargo Bank, N.A. Experience 1994 - 2007
Job Training & eLearning
Industry Information Technology and Services
Experience
OptumInsight October 2007 - Present
Wells Fargo 1995 - 2007
Wells Fargo Bank, N.A. 1994 - 2007
Skills
Process Improvement, Organizational..., Change Management, Leadership Development, Employee Training, Training, Vendor Management, Call Centers, Software Documentation, Business Process...
Education
The University of New Mexico 1989 — 1994
BS, Biology
OptumInsight October 2007 - Present
Wells Fargo 1995 - 2007
Wells Fargo Bank, N.A. 1994 - 2007
Skills
Process Improvement, Organizational..., Change Management, Leadership Development, Employee Training, Training, Vendor Management, Call Centers, Software Documentation, Business Process...
Education
The University of New Mexico 1989 — 1994
BS, Biology
Nicholas Varga Nicholas Varga's Wells Fargo Bank, N.A. Experience June 2012 - August 2013
Job Loan Officer at Fairway Independent Mortgage Corporation NMLS 945659
Industry Banking
Experience
Fairway Independent Mortgage Corporation February 2015 - Present
Wells Fargo Home Mortgage August 2013 - February 2015
Wells Fargo Bank, N.A. June 2012 - August 2013
The Wireless Experience March 2010 - June 2012
Royal Caribbean Cruises, Ltd. April 2003 - July 2007
Cunard Line September 2002 - December 2003
Skills
Mortgage Lending, Mortgage Banking, Refinance, FHA, Loan Origination, Residential Mortgages, Loans, VA loans, FHA financing, USDA, Credit, Banking, Government Loans, Credit Analysis, Certified Mortgage..., Construction Loans, Underwriting, Consumer Lending, VA Loans, FHA Financing
Education
State University of New York College at Fredonia 2001 — 2003
Bachelor of Science (B.S.), Documentary Film Production
Mercer County Community College 1997 — 2000
Associates Applied Science, Radio, Television, and Digital Communication
Ewing High School 1995 — 1997
Fairway Independent Mortgage Corporation February 2015 - Present
Wells Fargo Home Mortgage August 2013 - February 2015
Wells Fargo Bank, N.A. June 2012 - August 2013
The Wireless Experience March 2010 - June 2012
Royal Caribbean Cruises, Ltd. April 2003 - July 2007
Cunard Line September 2002 - December 2003
Skills
Mortgage Lending, Mortgage Banking, Refinance, FHA, Loan Origination, Residential Mortgages, Loans, VA loans, FHA financing, USDA, Credit, Banking, Government Loans, Credit Analysis, Certified Mortgage..., Construction Loans, Underwriting, Consumer Lending, VA Loans, FHA Financing
Education
State University of New York College at Fredonia 2001 — 2003
Bachelor of Science (B.S.), Documentary Film Production
Mercer County Community College 1997 — 2000
Associates Applied Science, Radio, Television, and Digital Communication
Ewing High School 1995 — 1997
Jake Huey Jake Huey's Wells Fargo Bank, N.A. Experience October 2004 - March 2011
Job VP, Commercial Banker Auto Dealer Commercial Services
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Wells Fargo Bank March 2011 - April 2014
Wells Fargo Bank, N.A. October 2004 - March 2011
Wells Fargo Bank June 2000 - October 2004
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Banking, Small Business Lending, Small Business, Portfolio Management, Commercial Mortgages, Financial Analysis, Construction Loans, Situational Leadership, Executive Coaching, Sales Coach, Sales Pipeline..., Leadership Development, Coaching, training, Training & Development, Credit Analysis, Sales Management, Sales, Mortgage Lending, Strategic Planning, Credit Risk, Finance, Retail Banking, Underwriting, Lines Of Credit, Financial Services, Consumer Lending, Investments, Cash Management, Employee Engagement, Management, Training Delivery, Loan Origination, Relationship Management, Training, Treasury Management, Business Development, Team Building
Education
The University of Texas at El Paso 2002 — 2004
MBA, Finance
The University of New Mexico 1992 — 1994
Architecture
JPMorgan Chase April 2014 - Present
Wells Fargo Bank March 2011 - April 2014
Wells Fargo Bank, N.A. October 2004 - March 2011
Wells Fargo Bank June 2000 - October 2004
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Banking, Small Business Lending, Small Business, Portfolio Management, Commercial Mortgages, Financial Analysis, Construction Loans, Situational Leadership, Executive Coaching, Sales Coach, Sales Pipeline..., Leadership Development, Coaching, training, Training & Development, Credit Analysis, Sales Management, Sales, Mortgage Lending, Strategic Planning, Credit Risk, Finance, Retail Banking, Underwriting, Lines Of Credit, Financial Services, Consumer Lending, Investments, Cash Management, Employee Engagement, Management, Training Delivery, Loan Origination, Relationship Management, Training, Treasury Management, Business Development, Team Building
Education
The University of Texas at El Paso 2002 — 2004
MBA, Finance
The University of New Mexico 1992 — 1994
Architecture
Marc Santmyers Marc Santmyers's Wells Fargo Bank, N.A. Experience May 2007 - October 2011
Job Email Marketing Manager, U.S. Bank
Industry Financial Services
Experience
U.S. Bank October 2011 - Present
Wells Fargo Bank, N.A. May 2007 - October 2011
Modem Media December 2006 - May 2007
McCann SF 2005 - 2006
MRM Worldwide/Universal McCann - SF 2005 - 2006
Microsoft 2004 - 2005
Autodesk, Inc. 1994 - 2002
Skills
Email Marketing, Direct Marketing, Content Management, Database Marketing, Multi-channel Marketing, Web Analytics, Lead Generation, Content Development, Digital Marketing, Analytics, Online Advertising, Product Marketing, Direct Mail, Product Management, Segmentation
Education
San Francisco State University 1989 — 1992
Bachelor of Arts, English Literature
U.S. Bank October 2011 - Present
Wells Fargo Bank, N.A. May 2007 - October 2011
Modem Media December 2006 - May 2007
McCann SF 2005 - 2006
MRM Worldwide/Universal McCann - SF 2005 - 2006
Microsoft 2004 - 2005
Autodesk, Inc. 1994 - 2002
Skills
Email Marketing, Direct Marketing, Content Management, Database Marketing, Multi-channel Marketing, Web Analytics, Lead Generation, Content Development, Digital Marketing, Analytics, Online Advertising, Product Marketing, Direct Mail, Product Management, Segmentation
Education
San Francisco State University 1989 — 1992
Bachelor of Arts, English Literature
Brooke Fierro Brooke Fierro's Wells Fargo Bank, N.A. Experience May 2013 - June 2014
Job Recruiting Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo Bank, N.A. May 2013 - June 2014
Skills
College Recruiting, Talent Management, Human Resources, Recruiting, Talent Acquisition, Onboarding, Applicant Tracking...
Education
University of California, San Diego 2005 — 2007
Bachelor’s Degree, Communications
Saddleback College 2003 — 2005
Associate’s Degree, General Education
Wells Fargo June 2014 - Present
Wells Fargo Bank, N.A. May 2013 - June 2014
Skills
College Recruiting, Talent Management, Human Resources, Recruiting, Talent Acquisition, Onboarding, Applicant Tracking...
Education
University of California, San Diego 2005 — 2007
Bachelor’s Degree, Communications
Saddleback College 2003 — 2005
Associate’s Degree, General Education
Byong Lee Byong Lee's Wells Fargo Bank, N.A. Experience September 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2014 - Present
Wells Fargo Bank, N.A. September 2014 - Present
Wells Fargo Bank, N.A. January 2012 - August 2014
Skills
Loans, Credit, Relationship Management, Banking, Financial Services, Sales, Small Business Lending, Consumer Lending, Finance, Home Equity Loans, Refinance, Financial Analysis, Series 63, Series 6, Insurance, Mutual Funds, Mortgage Lending, Corporate Finance, Financial Modeling, Loan Origination
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor’s Degree, Finance Management Information Systems
Wells Fargo Advisors, LLC September 2014 - Present
Wells Fargo Bank, N.A. September 2014 - Present
Wells Fargo Bank, N.A. January 2012 - August 2014
Skills
Loans, Credit, Relationship Management, Banking, Financial Services, Sales, Small Business Lending, Consumer Lending, Finance, Home Equity Loans, Refinance, Financial Analysis, Series 63, Series 6, Insurance, Mutual Funds, Mortgage Lending, Corporate Finance, Financial Modeling, Loan Origination
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor’s Degree, Finance Management Information Systems
Eric Montemayor Sr.'s Wells Fargo Bank, N.A. Experience December 2002 - February 2015
Job Commercial Relationship Manager at Community Banks of Colorado, a Division of NBH Bank, N.A.
Industry Banking
Experience
Community Banks of Colorado, a Division of NBH Bank, N.A. February 2015 - Present
Wells Fargo Bank, N.A. December 2002 - February 2015
Bank of America February 2000 - December 2002
Skills
Sales, Credit Analysis, Loans, Banking, Management, Credit, Commercial Lending, Portfolio Management, Customer Service, Investment Properties, Financial Analysis, Small Business Lending, Commercial Banking, Retail Banking, Mortgage Lending, Finance, Consumer Lending
Education
Texas State University-San Marcos
Accounting and Finance
United High
Community Banks of Colorado, a Division of NBH Bank, N.A. February 2015 - Present
Wells Fargo Bank, N.A. December 2002 - February 2015
Bank of America February 2000 - December 2002
Skills
Sales, Credit Analysis, Loans, Banking, Management, Credit, Commercial Lending, Portfolio Management, Customer Service, Investment Properties, Financial Analysis, Small Business Lending, Commercial Banking, Retail Banking, Mortgage Lending, Finance, Consumer Lending
Education
Texas State University-San Marcos
Accounting and Finance
United High
Amy Lampkin Amy Lampkin's Wells Fargo Bank, N.A. Experience May 2013 - Present
Job Regional Lease Manager; Vice President at Wells Fargo Bank, N.A.
Industry Real Estate
Experience
Wells Fargo Bank, N.A. May 2013 - Present
Wells Fargo January 2010 - May 2013
Wells Fargo October 2008 - January 2010
Wells Fargo February 2003 - October 2008
Wells Fargo October 2002 - February 2003
Wells Fargo July 1998 - October 2002
Loffredo Fresh Produce March 1997 - July 1998
C.C.&D.,Inc. June 1991 - March 1997
Skills
Commercial Real Estate, Corporate Real Estate, Retail, Real Estate Transactions, Lease Negotiations, Contract Negotiation, Trending, Analysis, Strategic Planning, Contract Management, Market Research, Lease Options, Lease Administration, Abstracting, Lease Audit, Lease Documentation, Budget, Budget Reconciliation, Forecasting, CAM Reconciliation, Property Management, Operations Management, Customer Service, Management, Vice Presidents, Leases, Location Intelligence, Real Estate Development
Education
Simpson College 2006 — 2012
Wells Fargo Bank, N.A. May 2013 - Present
Wells Fargo January 2010 - May 2013
Wells Fargo October 2008 - January 2010
Wells Fargo February 2003 - October 2008
Wells Fargo October 2002 - February 2003
Wells Fargo July 1998 - October 2002
Loffredo Fresh Produce March 1997 - July 1998
C.C.&D.,Inc. June 1991 - March 1997
Skills
Commercial Real Estate, Corporate Real Estate, Retail, Real Estate Transactions, Lease Negotiations, Contract Negotiation, Trending, Analysis, Strategic Planning, Contract Management, Market Research, Lease Options, Lease Administration, Abstracting, Lease Audit, Lease Documentation, Budget, Budget Reconciliation, Forecasting, CAM Reconciliation, Property Management, Operations Management, Customer Service, Management, Vice Presidents, Leases, Location Intelligence, Real Estate Development
Education
Simpson College 2006 — 2012
Tina Sponsler Tina Sponsler's Wells Fargo Bank, N.A. Experience April 2003 - August 2006
Job Independent Ambassador at Plexus Worldwide, Inc.
Industry Health, Wellness and Fitness
Experience
Home Care Network, Inc. September 2014 - Present
Arbor Hills Memory Care Community January 2014 - Present
Plexus Worldwide, Inc. January 2014 - Present
Baybrooke Village July 2013 - June 2014
CareNow September 2012 - June 2013
Wells Fargo Bank, N.A. April 2003 - August 2006
Skills
Healthcare, Marketing, Urgent Care, EKG, Teaching, Treatment, Vital Signs, Surgery, Hospitals, Medication...
Education
Grayson County College 2011 — 2012
Vocational Nursing, Licensed Practical/Vocational Nurse Training
Texas Tech University 1991 — 1995
B.S., Exercise and Sports Sciences
Home Care Network, Inc. September 2014 - Present
Arbor Hills Memory Care Community January 2014 - Present
Plexus Worldwide, Inc. January 2014 - Present
Baybrooke Village July 2013 - June 2014
CareNow September 2012 - June 2013
Wells Fargo Bank, N.A. April 2003 - August 2006
Skills
Healthcare, Marketing, Urgent Care, EKG, Teaching, Treatment, Vital Signs, Surgery, Hospitals, Medication...
Education
Grayson County College 2011 — 2012
Vocational Nursing, Licensed Practical/Vocational Nurse Training
Texas Tech University 1991 — 1995
B.S., Exercise and Sports Sciences
Beth DeBerry's Wells Fargo Bank, N.A. Experience February 2012 - Present
Job Bank Manager, AVP Wells Fargo Bank, N.A
Industry Banking
Experience
Wells Fargo Bank, N.A February 2012 - Present
Wells Fargo Bank, N.A. February 2012 - February 2013
Montgomery County Schools July 2006 - February 2012
Skills
Loans, Credit, Banking, Sales, Cross Selling, Loan Origination, Customer Retention, Team Building, Leadership, Coaching, Financial Services, Microsoft Office, Finance, Risk Management
Education
East Carolina University 2006 — 2007
Teacher's Certification
North Carolina State University
Bachelor of Arts (B.A.)
Wells Fargo Bank, N.A February 2012 - Present
Wells Fargo Bank, N.A. February 2012 - February 2013
Montgomery County Schools July 2006 - February 2012
Skills
Loans, Credit, Banking, Sales, Cross Selling, Loan Origination, Customer Retention, Team Building, Leadership, Coaching, Financial Services, Microsoft Office, Finance, Risk Management
Education
East Carolina University 2006 — 2007
Teacher's Certification
North Carolina State University
Bachelor of Arts (B.A.)
Minerva Claudio Minerva Claudio's Wells Fargo Bank, N.A. Experience April 2013 - Present
Job Accounting Student at Rasmussen College
Industry Nonprofit Organization Management
Experience
Wells Fargo Bank, N.A. April 2013 - Present
Neighborhood Home Solutions, Inc July 2011 - February 2013
MicroEnterprise Project January 2010 - November 2012
US Census Bureau April 2010 - June 2010
Skills
Nonprofits, Public Speaking, Microsoft Office, Fundraising, Event Planning, Strategic Planning, Social Media, Research, Customer Service, Community Outreach, Public Relations, Event Management, Microsoft Excel, Project Management, PowerPoint, QuickBooks, Payroll Services, Bookeeping, Tax Preparations, Personal Income Tax..., Team Building, Telephone Skills
Education
Rasmussen College Fort Myers Campus 2012 — 2014
Associate's degree, Accounting and Finance
The Salter School-Malden Campus 1997 — 1998
Certificate, Legal Office Specialist
Wells Fargo Bank, N.A. April 2013 - Present
Neighborhood Home Solutions, Inc July 2011 - February 2013
MicroEnterprise Project January 2010 - November 2012
US Census Bureau April 2010 - June 2010
Skills
Nonprofits, Public Speaking, Microsoft Office, Fundraising, Event Planning, Strategic Planning, Social Media, Research, Customer Service, Community Outreach, Public Relations, Event Management, Microsoft Excel, Project Management, PowerPoint, QuickBooks, Payroll Services, Bookeeping, Tax Preparations, Personal Income Tax..., Team Building, Telephone Skills
Education
Rasmussen College Fort Myers Campus 2012 — 2014
Associate's degree, Accounting and Finance
The Salter School-Malden Campus 1997 — 1998
Certificate, Legal Office Specialist
Tom Tsih Tom Tsih's Wells Fargo Bank, N.A. Experience November 2003 - August 2007
Job Product Management at macys.com
Industry Retail
Experience
macys.com December 2010 - Present
EZShield April 2010 - July 2010
PayPal, an eBay company September 2007 - November 2009
Wells Fargo Bank, N.A. November 2003 - August 2007
Digital Impact, Inc. 2000 - 2003
Benefit Consultants, Inc (a Cendant Company) September 1999 - July 2000
Skills
Product Management, Email Marketing, Product Marketing, E-commerce, Online Marketing, Digital Marketing, Direct Marketing, Account Management, Cross-functional Team..., Marketing, Competitive Analysis, User Experience, Database Marketing, Management, Analytics, Strategy, Strategic Partnerships, Leadership
Education
University of California, San Diego 1997 — 1999
Bachelor of Arts
Skyline College 1995 — 1997
Mills High School 1991 — 1995
macys.com December 2010 - Present
EZShield April 2010 - July 2010
PayPal, an eBay company September 2007 - November 2009
Wells Fargo Bank, N.A. November 2003 - August 2007
Digital Impact, Inc. 2000 - 2003
Benefit Consultants, Inc (a Cendant Company) September 1999 - July 2000
Skills
Product Management, Email Marketing, Product Marketing, E-commerce, Online Marketing, Digital Marketing, Direct Marketing, Account Management, Cross-functional Team..., Marketing, Competitive Analysis, User Experience, Database Marketing, Management, Analytics, Strategy, Strategic Partnerships, Leadership
Education
University of California, San Diego 1997 — 1999
Bachelor of Arts
Skyline College 1995 — 1997
Mills High School 1991 — 1995
Lawrence Dominic Rossiter's Wells Fargo Bank, N.A. Experience August 2000 - October 2014
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® June 2015 - Present
Bluestem Brands, Inc. November 2014 - April 2015
Wells Fargo Bank, N.A. August 2000 - October 2014
Well Fargo Trust 1997 - 1999
Skills
Credit, Portfolio Management, Bonds, Derivatives, Trustee, Capital Markets, Analysis, Valuation, Bloomberg, Securitization, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Visual Basic, Banking, Customer Service, Public Speaking, Leadership, Management, Sales, Relationship Management, Negotiation, Investment Solutions, Farm & Ranch Insurance, Homeowners Insurance, Long-term Care, Federal Crop Insurance, Education Funding, Retirement Planning
Education
Saint Mary's University of Minnesota 1993 — 1995
Bachelor of Arts (B.A.), Political Science
COUNTRY Financial® June 2015 - Present
Bluestem Brands, Inc. November 2014 - April 2015
Wells Fargo Bank, N.A. August 2000 - October 2014
Well Fargo Trust 1997 - 1999
Skills
Credit, Portfolio Management, Bonds, Derivatives, Trustee, Capital Markets, Analysis, Valuation, Bloomberg, Securitization, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Visual Basic, Banking, Customer Service, Public Speaking, Leadership, Management, Sales, Relationship Management, Negotiation, Investment Solutions, Farm & Ranch Insurance, Homeowners Insurance, Long-term Care, Federal Crop Insurance, Education Funding, Retirement Planning
Education
Saint Mary's University of Minnesota 1993 — 1995
Bachelor of Arts (B.A.), Political Science
Pamela C. Whitley's Wells Fargo Bank, N.A. Experience January 2011 - May 2012
Job
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2011 - May 2012
Wells Fargo Bank, N.A. April 2007 - December 2010
Wells Fargo Home Mortgage August 2003 - March 2007
Chevron Federal Credit Union August 1999 - July 2003
Skills
Mortgage Lending, Loan Servicing, Auditing, Credit, Loans, Commercial Lending, System Testing, Subject Matter Experts, Residential Mortgages, Banking, Enterprise Risk..., Operational Risk..., Business Process..., Consumer Lending, Customer Service, Underwriting, Credit Risk, Financial Services, Financial Analysis
Education
Penn State University
Bachelor of Science, Business Management
Sacred Heart University
Business Management
Wells Fargo Bank, N.A. January 2011 - May 2012
Wells Fargo Bank, N.A. April 2007 - December 2010
Wells Fargo Home Mortgage August 2003 - March 2007
Chevron Federal Credit Union August 1999 - July 2003
Skills
Mortgage Lending, Loan Servicing, Auditing, Credit, Loans, Commercial Lending, System Testing, Subject Matter Experts, Residential Mortgages, Banking, Enterprise Risk..., Operational Risk..., Business Process..., Consumer Lending, Customer Service, Underwriting, Credit Risk, Financial Services, Financial Analysis
Education
Penn State University
Bachelor of Science, Business Management
Sacred Heart University
Business Management
Pavan Ravilisetty Pavan Ravilisetty's Wells Fargo Bank, N.A. Experience August 2012 - Present
Job Brokerage Associate/Premier Banker
Industry Banking
Experience
Wells Fargo Bank, N.A. August 2012 - Present
Wells Fargo Business payroll October 2012 - August 2013
Wells Fargo Bank June 2010 - October 2012
Skills
Sales, Leadership, Sales Management, Customer Retention, Retail, Human Resources, Banking, Credit, Customer Service, Business Development, Finance, Training, CRM, Coaching, Management, Marketing, Mortgage Lending, Outlook, Time Management, Customer Service..., Series 6, Series 63, California Life..., Loans, Retail Banking, Consumer Lending, Relationship Management, Commercial Banking, Loan Origination, Portfolio Management, Small Business Lending, Cross Selling, Credit Analysis, Financial Services, Commercial Lending
Education
SUNY New Paltz 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Wells Fargo Bank, N.A. August 2012 - Present
Wells Fargo Business payroll October 2012 - August 2013
Wells Fargo Bank June 2010 - October 2012
Skills
Sales, Leadership, Sales Management, Customer Retention, Retail, Human Resources, Banking, Credit, Customer Service, Business Development, Finance, Training, CRM, Coaching, Management, Marketing, Mortgage Lending, Outlook, Time Management, Customer Service..., Series 6, Series 63, California Life..., Loans, Retail Banking, Consumer Lending, Relationship Management, Commercial Banking, Loan Origination, Portfolio Management, Small Business Lending, Cross Selling, Credit Analysis, Financial Services, Commercial Lending
Education
SUNY New Paltz 2001 — 2005
Bachelor of Business Administration (BBA), Marketing
Saher Lalani's Wells Fargo Bank, N.A. Experience October 2013 - Present
Job Licensed Financial Consultant at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors, LLC January 2015 - Present
Wells Fargo Bank, N.A. October 2013 - Present
Georgia State Senate - Government Administration 2013 - Present
Helzberg Diamonds February 2013 - March 2014
UBC Model United Nations 2011 - 2012
Gold Center 2009 - 2012
NorthWest Model United Nations 2011 - 2011
The University of British Columbia 2010 - 2011
UBC Centre for Teaching, Learning and Technology 2009 - 2011
JCPenney 2010 - 2010
Skills
Research, Training, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Teaching, Event Management, Finance, Financial Analysis, Strategic Planning, Strategy, Consulting, Diplomacy, Banking, Sales, International Relations, International..., Foreign Policy, Investment Banking, Budgets, Program Management, Data Analysis, Loans, Credit, Consumer Lending, Wealth Management, Dance Instruction, Cross Selling, Small Business Lending, Long Term Relationship..., Brokerage, Leadership, Event Planning, Teamwork, Management, Time Management, Social Media
Education
The University of British Columbia / UBC 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Political Science
Wells Fargo Advisors, LLC January 2015 - Present
Wells Fargo Bank, N.A. October 2013 - Present
Georgia State Senate - Government Administration 2013 - Present
Helzberg Diamonds February 2013 - March 2014
UBC Model United Nations 2011 - 2012
Gold Center 2009 - 2012
NorthWest Model United Nations 2011 - 2011
The University of British Columbia 2010 - 2011
UBC Centre for Teaching, Learning and Technology 2009 - 2011
JCPenney 2010 - 2010
Skills
Research, Training, Customer Service, Public Speaking, Microsoft Office, Microsoft Excel, Teaching, Event Management, Finance, Financial Analysis, Strategic Planning, Strategy, Consulting, Diplomacy, Banking, Sales, International Relations, International..., Foreign Policy, Investment Banking, Budgets, Program Management, Data Analysis, Loans, Credit, Consumer Lending, Wealth Management, Dance Instruction, Cross Selling, Small Business Lending, Long Term Relationship..., Brokerage, Leadership, Event Planning, Teamwork, Management, Time Management, Social Media
Education
The University of British Columbia / UBC 2008 — 2012
Bachelor of Arts (B.A.), International Relations and Political Science
Jeff Hendricks's Wells Fargo Bank, N.A. Experience May 2005 - August 2005
Job
Industry Commercial Real Estate
Experience
Bank of America, N.A. June 2006 - Present
Wells Fargo Bank, N.A. May 2005 - August 2005
Watkins Hamilton Ross February 2002 - July 2004
Education
The University of Texas at Austin 2004 — 2006
Master of Business Administration (MBA)
University of Houston 1997 — 2000
Master of Architecture
Southwestern University
BA, Mathematics
Trinity Valley School (Fort Worth, TX) 1986 — 1993
Diploma, High School
Bank of America, N.A. June 2006 - Present
Wells Fargo Bank, N.A. May 2005 - August 2005
Watkins Hamilton Ross February 2002 - July 2004
Education
The University of Texas at Austin 2004 — 2006
Master of Business Administration (MBA)
University of Houston 1997 — 2000
Master of Architecture
Southwestern University
BA, Mathematics
Trinity Valley School (Fort Worth, TX) 1986 — 1993
Diploma, High School
Wendy Jo Williams's Wells Fargo Bank, N.A. Experience May 1996 - May 1999
Job Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage February 2008 - Present
Word of Peace Lutheran Church 2013 - 2013
Wells Fargo Insurance, Inc. May 1999 - February 2008
Spaghetti's Ready 2004 - 2008
Wells Fargo Bank, N.A. May 1996 - May 1999
Wells Fargo & Company 1995 - 1996
Norwest Bank N. A. February 1994 - May 1995
Skills
Direct Mail, Newsletters, Event Planning, Email Marketing, Advertising, Marketing Communications, Management, Program Management, Marketing, Direct Marketing, Editing, Market Research, Marketing Strategy, Leadership, Analytics
Education
The University of North Dakota 1983 — 1987
Wells Fargo Home Mortgage February 2008 - Present
Word of Peace Lutheran Church 2013 - 2013
Wells Fargo Insurance, Inc. May 1999 - February 2008
Spaghetti's Ready 2004 - 2008
Wells Fargo Bank, N.A. May 1996 - May 1999
Wells Fargo & Company 1995 - 1996
Norwest Bank N. A. February 1994 - May 1995
Skills
Direct Mail, Newsletters, Event Planning, Email Marketing, Advertising, Marketing Communications, Management, Program Management, Marketing, Direct Marketing, Editing, Market Research, Marketing Strategy, Leadership, Analytics
Education
The University of North Dakota 1983 — 1987
Allyson Neiman-Thomas's Wells Fargo Bank, N.A. Experience February 2010 - January 2011
Job Vice President, Business Development at Pacific Enterprise Bank
Industry Banking
Experience
Pacific Enterprise Bank February 2015 - Present
Community Bank June 2013 - December 2014
Wells Fargo January 2011 - May 2013
Wells Fargo Bank, N.A. February 2010 - January 2011
Wells Fargo Bank, N.A. December 2007 - February 2010
Home Lending Group October 2005 - May 2007
DeVry University August 2001 - September 2005
Laurel & Party March 2001 - August 2003
Dole Food Company September 1996 - September 2001
Jobs.com of CBS Broadcasting January 2001 - August 2001
Skills
Credit, Financial Analysis, Mortgage Lending, Loans, Banking, Sales, Outside Sales, Bus Dev, Leadership, Public Speaking, Commercial Lending, Leadership Development, Marketing, Marketing Strategy, Business Development, Strategic Planning, Customer Service, New Business Development, Account Management, Finance, Business Planning, Training, Small Business Lending, Cross Selling, Recruiting, Financial Services, Strategic Partnerships, Lines Of Credit, Lead Generation, Commercial Banking, SBA, Credit Analysis, Loan Origination, Relationship Management, Refinance, Cash Management, Construction Loans, Real Estate, Real Estate Financing, Funding, Commercial Mortgages, Customer Retention
Education
St. Cloud State University 1989 — 1993
Bachelor of Science (B.S.), Mass Communication/Media Studies
Pacific Enterprise Bank February 2015 - Present
Community Bank June 2013 - December 2014
Wells Fargo January 2011 - May 2013
Wells Fargo Bank, N.A. February 2010 - January 2011
Wells Fargo Bank, N.A. December 2007 - February 2010
Home Lending Group October 2005 - May 2007
DeVry University August 2001 - September 2005
Laurel & Party March 2001 - August 2003
Dole Food Company September 1996 - September 2001
Jobs.com of CBS Broadcasting January 2001 - August 2001
Skills
Credit, Financial Analysis, Mortgage Lending, Loans, Banking, Sales, Outside Sales, Bus Dev, Leadership, Public Speaking, Commercial Lending, Leadership Development, Marketing, Marketing Strategy, Business Development, Strategic Planning, Customer Service, New Business Development, Account Management, Finance, Business Planning, Training, Small Business Lending, Cross Selling, Recruiting, Financial Services, Strategic Partnerships, Lines Of Credit, Lead Generation, Commercial Banking, SBA, Credit Analysis, Loan Origination, Relationship Management, Refinance, Cash Management, Construction Loans, Real Estate, Real Estate Financing, Funding, Commercial Mortgages, Customer Retention
Education
St. Cloud State University 1989 — 1993
Bachelor of Science (B.S.), Mass Communication/Media Studies
Adrian Musetescu's Wells Fargo Bank, N.A. Experience January 2012 - Present
Job Assistant Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2012 - Present
Wells Fargo Bank, N.A. May 2006 - January 2012
Skills
Mortgage Lending, Banking, Credit Analysis, Loans, Credit, Commercial Banking, Investments, Risk Management, Mortgage Banking, Retail Banking, Credit Risk, Loan Origination, Equity Derivatives, Interest Rate..., FX Derivatives, Calypso, Scrittura, Markitwire, Dodd-Frank, CFTC
Education
San Francisco State University
Finance, General
Wells Fargo Bank, N.A. January 2012 - Present
Wells Fargo Bank, N.A. May 2006 - January 2012
Skills
Mortgage Lending, Banking, Credit Analysis, Loans, Credit, Commercial Banking, Investments, Risk Management, Mortgage Banking, Retail Banking, Credit Risk, Loan Origination, Equity Derivatives, Interest Rate..., FX Derivatives, Calypso, Scrittura, Markitwire, Dodd-Frank, CFTC
Education
San Francisco State University
Finance, General
Jeff Sundheimer's Wells Fargo Bank, N.A. Experience January 2002 - November 2009
Job Government Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
Wells Fargo Bank November 2009 - December 2013
Wells Fargo Bank, N.A. January 2002 - November 2009
Wells Fargo Bank February 1997 - January 2002
Skills
Management, Financial Analysis, Portfolio Management, Finance, Banking, Credit, Risk Management, Sales, Loans, Investments
Education
Southern Methodist University 2006 — 2008
MBA
University of Arizona 1997 — 2001
B.S., Agriculture and Resource Economics
JPMorgan Chase December 2013 - Present
Wells Fargo Bank November 2009 - December 2013
Wells Fargo Bank, N.A. January 2002 - November 2009
Wells Fargo Bank February 1997 - January 2002
Skills
Management, Financial Analysis, Portfolio Management, Finance, Banking, Credit, Risk Management, Sales, Loans, Investments
Education
Southern Methodist University 2006 — 2008
MBA
University of Arizona 1997 — 2001
B.S., Agriculture and Resource Economics
Jerome Harney's Wells Fargo Bank, N.A. Experience January 2005 - September 2008
Job Business Development, Project Management and Operations Management
Industry Education Management
Experience
Maranatha Educational Serivices April 2015 - Present
Tutor Doctor (PDCC Investments) October 2014 - March 2015
Wells Fargo January 2013 - April 2014
BNY Mellon August 2009 - December 2012
Wells Fargo Bank, N.A. January 2005 - September 2008
Deutsche Bank June 1994 - January 2005
Imperial Credit Industries, Inc. October 1992 - June 1994
Skills
Relationship Management, Financial Services, Business Development, Cash Management, Project Management, Business Analysis, Product Management, Operations Management, Contract Negotiation, Investment Banking, Recruiting, Change Management, Leadership, Management, Salesforce.com, Business Planning, Credit, Portfolio Management, CRM, Sales, Banking, Risk Management, Business Intelligence, Cross-functional Team..., Finance, Securities, Software Documentation, Team Leadership, Loans, Customer Service, Process Improvement, Team Building, Capital Markets, Mortgage Lending
Education
University of California, Irvine 1989 — 1992
BA, English
Orange Coast College 1987 — 1989
General Studies
Maranatha Educational Serivices April 2015 - Present
Tutor Doctor (PDCC Investments) October 2014 - March 2015
Wells Fargo January 2013 - April 2014
BNY Mellon August 2009 - December 2012
Wells Fargo Bank, N.A. January 2005 - September 2008
Deutsche Bank June 1994 - January 2005
Imperial Credit Industries, Inc. October 1992 - June 1994
Skills
Relationship Management, Financial Services, Business Development, Cash Management, Project Management, Business Analysis, Product Management, Operations Management, Contract Negotiation, Investment Banking, Recruiting, Change Management, Leadership, Management, Salesforce.com, Business Planning, Credit, Portfolio Management, CRM, Sales, Banking, Risk Management, Business Intelligence, Cross-functional Team..., Finance, Securities, Software Documentation, Team Leadership, Loans, Customer Service, Process Improvement, Team Building, Capital Markets, Mortgage Lending
Education
University of California, Irvine 1989 — 1992
BA, English
Orange Coast College 1987 — 1989
General Studies
Dianne Prusinowski's Wells Fargo Bank, N.A. Experience Compliance ConsultantWells Fargo Home Mortgage2003 - Present
Job Compliance Consultant at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. Compliance ConsultantWells Fargo Home Mortgage2003 - Present
Wells Fargo 2003 - Present
Skills
FHA, Financial Risk, Mortgage Lending, Loans, Banking, Credit, Loan Origination, Financial Services, Consumer Lending
Education
Saint Mary's College of California 1977 — 1978
Phoenix College 1966 — 1976
Associates of Arts, Business
Wells Fargo Bank, N.A. Compliance ConsultantWells Fargo Home Mortgage2003 - Present
Wells Fargo 2003 - Present
Skills
FHA, Financial Risk, Mortgage Lending, Loans, Banking, Credit, Loan Origination, Financial Services, Consumer Lending
Education
Saint Mary's College of California 1977 — 1978
Phoenix College 1966 — 1976
Associates of Arts, Business
Monyette Perry's Wells Fargo Bank, N.A. Experience August 1998 - March 2009
Job Cash Management Professional at Freddie Mac
Industry Banking
Experience
VisionIT-Freddie Mac September 2013 - Present
Ascend One January 2010 - April 2013
Wells Fargo Bank, N.A. August 1998 - March 2009
A.J. Burton Group, Incorporated October 1996 - June 1998
Skills
Mortgage Lending, Portfolio Management, Management, Software Documentation, Microsoft Excel, Financial Risk, General Ledger, Loans, Internal Audit, Cash Flow, Variance Analysis, Internal Controls, Financial Analysis, Banking, Risk Management, Vendor Management
Education
Morgan State University 1991 — 1995
BS, Accounting
VisionIT-Freddie Mac September 2013 - Present
Ascend One January 2010 - April 2013
Wells Fargo Bank, N.A. August 1998 - March 2009
A.J. Burton Group, Incorporated October 1996 - June 1998
Skills
Mortgage Lending, Portfolio Management, Management, Software Documentation, Microsoft Excel, Financial Risk, General Ledger, Loans, Internal Audit, Cash Flow, Variance Analysis, Internal Controls, Financial Analysis, Banking, Risk Management, Vendor Management
Education
Morgan State University 1991 — 1995
BS, Accounting
Jason Nebgen's Wells Fargo Bank, N.A. Experience November 2007 - Present
Job Regional Private Banker at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. November 2007 - Present
South Point Nissan May 2005 - November 2007
Education
Texas State University-San Marcos 1999 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo Bank, N.A. November 2007 - Present
South Point Nissan May 2005 - November 2007
Education
Texas State University-San Marcos 1999 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Emebet Booker's Wells Fargo Bank, N.A. Experience August 2014 - Present
Job AVP, Account Management Supervisor
Industry Financial Services
Experience
Wells Fargo Bank, N.A August 2014 - Present
Wells Fargo Bank, N.A September 2013 - August 2014
Wells Fargo Bank, N.A September 2007 - August 2013
Wells Fargo Bank, N.A. April 2006 - September 2007
Bank of America Corporation August 2005 - April 2006
Skills
Financial Analysis, Data Analysis, Process Improvement, Securities, Mortgage Lending, Banking, Bonds, Financial Services, Leadership, Management, Portfolio Management
Education
Portland State University - School of Business
BA, Finance
Wells Fargo Bank, N.A August 2014 - Present
Wells Fargo Bank, N.A September 2013 - August 2014
Wells Fargo Bank, N.A September 2007 - August 2013
Wells Fargo Bank, N.A. April 2006 - September 2007
Bank of America Corporation August 2005 - April 2006
Skills
Financial Analysis, Data Analysis, Process Improvement, Securities, Mortgage Lending, Banking, Bonds, Financial Services, Leadership, Management, Portfolio Management
Education
Portland State University - School of Business
BA, Finance
Brenda Goodson, MBA, PMP, Six Sigma Black Belt's Wells Fargo Bank, N.A. Experience January 2001 - August 2007
Job Senior IS Project Manager at Prescription Solutions
Industry Health, Wellness and Fitness
Experience
Prescription Solutions August 2007 - Present
Prescription Solutions (UnitedHealth Group) 2007 - Present
Wells Fargo Bank, N.A. January 2001 - August 2007
Wells Fargo Consumer Credit Group 2001 - 2007
Skills
PMP, SDLC, Process Improvement, PMO, Strategy, Project Management, Business Strategy, Visio, Vendor Management, Requirements Gathering, Business Analysis, Requirements Analysis, Business Process..., Program Management, Project Portfolio..., Software Project..., MS Project, Business Requirements, SharePoint
Education
Regis University
MBA
Whittier College
BA, Business Management, Finance, Marketing
Prescription Solutions August 2007 - Present
Prescription Solutions (UnitedHealth Group) 2007 - Present
Wells Fargo Bank, N.A. January 2001 - August 2007
Wells Fargo Consumer Credit Group 2001 - 2007
Skills
PMP, SDLC, Process Improvement, PMO, Strategy, Project Management, Business Strategy, Visio, Vendor Management, Requirements Gathering, Business Analysis, Requirements Analysis, Business Process..., Program Management, Project Portfolio..., Software Project..., MS Project, Business Requirements, SharePoint
Education
Regis University
MBA
Whittier College
BA, Business Management, Finance, Marketing
Devon Cohen's Wells Fargo Bank, N.A. Experience October 2007 - Present
Job commercial relationship associate at wells fargo bank, n.a.
Industry Banking
Experience
wells fargo bank, n.a. October 2007 - Present
Skills
Microsoft Office, Customer Service, Banking, Credit, Loans, Financial Analysis, Insurance
Education
St. Catherine University
wells fargo bank, n.a. October 2007 - Present
Skills
Microsoft Office, Customer Service, Banking, Credit, Loans, Financial Analysis, Insurance
Education
St. Catherine University
Nancy Evans's Wells Fargo Bank, N.A. Experience June 2011 - June 2014
Job Senior Vice President Program Manager Intl Portfolio & Program Management Group
Industry Banking
Experience
Wells Fargo Bank July 1978 - Present
Wells Fargo Bank, N.A. June 2011 - June 2014
Wachovia Bank 2002 - 2011
Corestates Bank 1978 - 1998
Skills
ACH, Financial Institutions, Internet Banking, Cash Management, Financial Services, SWIFT payments, Liquidity Management, Commercial Banking, Product Management, Risk Management, Correspondent Banking, Vendor Management, Management, Portfolio Management, Leadership, Relationship Management, Retail Banking, Credit, Financial Risk, Business Analysis, Executive Management, Mobile Payments, Trade Finance, Cross Selling, Product Development, SDLC, Credit Risk, Electronic Payments
Education
Penn State
Business Administration and Management, General
Wells Fargo Bank July 1978 - Present
Wells Fargo Bank, N.A. June 2011 - June 2014
Wachovia Bank 2002 - 2011
Corestates Bank 1978 - 1998
Skills
ACH, Financial Institutions, Internet Banking, Cash Management, Financial Services, SWIFT payments, Liquidity Management, Commercial Banking, Product Management, Risk Management, Correspondent Banking, Vendor Management, Management, Portfolio Management, Leadership, Relationship Management, Retail Banking, Credit, Financial Risk, Business Analysis, Executive Management, Mobile Payments, Trade Finance, Cross Selling, Product Development, SDLC, Credit Risk, Electronic Payments
Education
Penn State
Business Administration and Management, General
Johnathan Aelmore CFP®'s Wells Fargo Bank, N.A. Experience August 2011 - May 2012
Job Financial Administrator at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors May 2012 - Present
Mercer Advisors May 2012 - Present
Wells Fargo Bank, N.A. August 2011 - May 2012
Wells Fargo Bank N. A. August 2009 - August 2011
Investec Advisory Group, Inc. February 2008 - August 2009
New York Life October 2007 - February 2008
Texas Tech University August 2003 - May 2007
Risch and Associates June 2006 - August 2006
Skills
Personal Financial..., Estate Planning, Investment Strategies, Life Insurance, Long Term Care Insurance, Retirement Planning, Banking, Finance, Insurance
Education
Texas Tech University 2003 — 2007
Bachelors of Science, Personal Financial Planning
Stephen F. Austin High School 1998 — 2002
Mercer Advisors May 2012 - Present
Mercer Advisors May 2012 - Present
Wells Fargo Bank, N.A. August 2011 - May 2012
Wells Fargo Bank N. A. August 2009 - August 2011
Investec Advisory Group, Inc. February 2008 - August 2009
New York Life October 2007 - February 2008
Texas Tech University August 2003 - May 2007
Risch and Associates June 2006 - August 2006
Skills
Personal Financial..., Estate Planning, Investment Strategies, Life Insurance, Long Term Care Insurance, Retirement Planning, Banking, Finance, Insurance
Education
Texas Tech University 2003 — 2007
Bachelors of Science, Personal Financial Planning
Stephen F. Austin High School 1998 — 2002
William Carmody's Wells Fargo Bank, N.A. Experience October 2008 - June 2014
Job Executive Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. October 2008 - June 2014
Wells Fargo Bank October 2008 - March 2011
Babcock & Brown Parallel LLC April 2008 - October 2008
JPMorgan Chase Bank February 1994 - January 2006
Chase Manhattan Bank 1984 - 1994
Lincoln First Bank 1972 - 1984
Skills
Asset Managment, Portfolio Management, Capital Markets, Credit Analysis, Due Diligence, Business Strategy, Real Estate, Commercial Banking, Credit Risk, Asset Management, Restructuring, Loans, Commercial Real Estate
Education
Pace University
BBA
Pace University - Lubin School of Business
Wells Fargo Bank, N.A. October 2008 - June 2014
Wells Fargo Bank October 2008 - March 2011
Babcock & Brown Parallel LLC April 2008 - October 2008
JPMorgan Chase Bank February 1994 - January 2006
Chase Manhattan Bank 1984 - 1994
Lincoln First Bank 1972 - 1984
Skills
Asset Managment, Portfolio Management, Capital Markets, Credit Analysis, Due Diligence, Business Strategy, Real Estate, Commercial Banking, Credit Risk, Asset Management, Restructuring, Loans, Commercial Real Estate
Education
Pace University
BBA
Pace University - Lubin School of Business
Barbara Sarver's Wells Fargo Bank, N.A. Experience September 1999 - Present
Job Relationship Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank, N.A. September 1999 - Present
Education
Oglethorpe University
Wells Fargo Bank, N.A. September 1999 - Present
Education
Oglethorpe University
Jeffrey Aiken's Wells Fargo Bank, N.A. Experience 1998 - 2002
Job Chief Operating Officer at Realty in Motion
Industry Financial Services
Experience
Realty in Motion 2011 - Present
Bank of America 2004 - 2011
Bank of America 2006 - 2010
Countrywide Bank FSB / Countrywide Financial Corp. (now Bank of America) 2004 - 2006
Saxon Mortgage (Morgan Stanley) 2003 - 2004
Fidelity National Financial 2002 - 2003
Wells Fargo Bank, N.A. 1998 - 2002
Skills
Mortgage Servicing, Loss Mitigation, Loans, Default, Bankruptcy, Foreclosures, Risk Management, Financial Risk, REO, Mortgage Lending, Mortgage Banking, Credit, Banking, Leadership, Underwriting, Portfolio Management, Credit Risk, Financial Services, Credit Analysis, Loan Servicing
Education
Southern Methodist University 1987 — 1992
Bachelor's Degree, History / English
Realty in Motion 2011 - Present
Bank of America 2004 - 2011
Bank of America 2006 - 2010
Countrywide Bank FSB / Countrywide Financial Corp. (now Bank of America) 2004 - 2006
Saxon Mortgage (Morgan Stanley) 2003 - 2004
Fidelity National Financial 2002 - 2003
Wells Fargo Bank, N.A. 1998 - 2002
Skills
Mortgage Servicing, Loss Mitigation, Loans, Default, Bankruptcy, Foreclosures, Risk Management, Financial Risk, REO, Mortgage Lending, Mortgage Banking, Credit, Banking, Leadership, Underwriting, Portfolio Management, Credit Risk, Financial Services, Credit Analysis, Loan Servicing
Education
Southern Methodist University 1987 — 1992
Bachelor's Degree, History / English
Dan Lamont's Wells Fargo Bank, N.A. Experience January 2009 - Present
Job Director at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2009 - Present
Wachovia Securities August 2006 - December 2008
Wachovia Securities August 2004 - August 2006
Criimi Mae Services LP 1998 - 2004
Roche Biomedical Analytics Laboratories May 1991 - September 1992
Skills
Underwriting, Private Banking, Credit Analysis, Loans, CMBS, Asset Management, Asset Managment, Special Servicing, Portfolio Management, Mortgage Lending, Investments, Credit, Capital Markets, Commercial Mortgages, Valuation, Commercial Real Estate, Disposition, Securitization, Risk Management, Real Estate, Loss Mitigation, Loan Servicing, Loan Origination, REO, Foreclosures, Real Estate Economics, Real Estate Financing, Structured Finance, Financial Structuring, Commercial Lending, Banking, Leases, Mortgage Servicing, Dispositions
Education
Mount Saint Mary's Graduate School of Business 1994 — 1997
MBA, Business Administration, 4.0
Mount St. Mary's University 1989 — 1993
BS, Biology
Wells Fargo Bank, N.A. January 2009 - Present
Wachovia Securities August 2006 - December 2008
Wachovia Securities August 2004 - August 2006
Criimi Mae Services LP 1998 - 2004
Roche Biomedical Analytics Laboratories May 1991 - September 1992
Skills
Underwriting, Private Banking, Credit Analysis, Loans, CMBS, Asset Management, Asset Managment, Special Servicing, Portfolio Management, Mortgage Lending, Investments, Credit, Capital Markets, Commercial Mortgages, Valuation, Commercial Real Estate, Disposition, Securitization, Risk Management, Real Estate, Loss Mitigation, Loan Servicing, Loan Origination, REO, Foreclosures, Real Estate Economics, Real Estate Financing, Structured Finance, Financial Structuring, Commercial Lending, Banking, Leases, Mortgage Servicing, Dispositions
Education
Mount Saint Mary's Graduate School of Business 1994 — 1997
MBA, Business Administration, 4.0
Mount St. Mary's University 1989 — 1993
BS, Biology
Elliot E. Ichinose's Wells Fargo Bank, N.A. Experience January 1986 - March 2001
Job Senior Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors LLC 2001 - Present
Wells Fargo Bank, N.A. January 1986 - March 2001
Skills
Securities, Fixed Income, Credit Analysis, Financial Analysis, Financial Modeling, Equity Valuation, Asset Allocation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1995
M.B.A.
Westmont College 1972 — 1975
San Diego State University-California State University 1971 — 1972
Wells Fargo Advisors LLC 2001 - Present
Wells Fargo Bank, N.A. January 1986 - March 2001
Skills
Securities, Fixed Income, Credit Analysis, Financial Analysis, Financial Modeling, Equity Valuation, Asset Allocation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1995
M.B.A.
Westmont College 1972 — 1975
San Diego State University-California State University 1971 — 1972
Ginny Housum's Wells Fargo Bank, N.A. Experience PartnerDorsey & Whitney LLP1992 - 2004
Job Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. PartnerDorsey & Whitney LLP1992 - 2004
Dorsey & Whitney LLP 1992 - 2003
Education
New York University School of Law 1975 — 1977
Wells Fargo Bank, N.A. PartnerDorsey & Whitney LLP1992 - 2004
Dorsey & Whitney LLP 1992 - 2003
Education
New York University School of Law 1975 — 1977
Angie Meacham's Wells Fargo Bank, N.A. Experience April 2013 - Present
Job Executive Assistant at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. April 2013 - Present
Wells Fargo Home Mortgage April 2005 - April 2013
Wells Fargo.Home Mortgage 2005 - 2008
Atrix International 1981 - 1996
Skills
Customer Service, Loans, Mortgage Lending, Banking, Credit
Education
Normandale Community College
Wells Fargo Bank, N.A. April 2013 - Present
Wells Fargo Home Mortgage April 2005 - April 2013
Wells Fargo.Home Mortgage 2005 - 2008
Atrix International 1981 - 1996
Skills
Customer Service, Loans, Mortgage Lending, Banking, Credit
Education
Normandale Community College
Michelle (Carusone) Gursky's Wells Fargo Bank, N.A. Experience August 2006 - Present
Job Senior Counsel at Wells Fargo Bank, N.A.
Industry Legal Services
Experience
Wells Fargo Bank, N.A. August 2006 - Present
O'Melveny & Myers LLP 2001 - 2006
Education
The Catholic University of America, Columbus School of Law 1998 — 2001
JD, Law
State University of New York College at Geneseo 1994 — 1998
BA, English
Wells Fargo Bank, N.A. August 2006 - Present
O'Melveny & Myers LLP 2001 - 2006
Education
The Catholic University of America, Columbus School of Law 1998 — 2001
JD, Law
State University of New York College at Geneseo 1994 — 1998
BA, English
Alicia Copelli's Wells Fargo Bank, N.A. Experience 1999 - 2008
Job Business System Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Business System ConsultantWells Fargo Consumer Credit Group2004 - Present
Wells Fargo 1999 - 2008
Wells Fargo Bank N.A. 1999 - 2008
Wells Fargo Bank, N.A. 2000 - 2002
Education
Pikes Peak Community College 1997 — 1999
Coronado High School 1992 — 1995
Wells Fargo Business System ConsultantWells Fargo Consumer Credit Group2004 - Present
Wells Fargo 1999 - 2008
Wells Fargo Bank N.A. 1999 - 2008
Wells Fargo Bank, N.A. 2000 - 2002
Education
Pikes Peak Community College 1997 — 1999
Coronado High School 1992 — 1995
Becky Holman's Wells Fargo Bank, N.A. Experience November 1998 - Present
Job Assistant Vice President, Wells Fargo Regional Commercial Bank
Industry Financial Services
Experience
Wells Fargo Bank, N.A. November 1998 - Present
Skills
Commercial Lending, Loans, Commercial Banking, Small Business Lending, Treasury/Cash..., Credit, Sales Management, Award Winning Customer..., Cross-Sell, Operational Risk..., Financial Services, Lines Of Credit, Credit Analysis, Consumer Lending, Mortgage Lending, Treasury Management, Banking, Loan Origination, Mortgage Banking, Asset Based Lending, Commercial Mortgages, Underwriting, Relationship Management
Education
Southwestern Paralegal Institute 1981 — 1982
Legal Assistant Certification, Specializing in Contracts, Personal Injury & Products Liability
Stephen F. Austin State University 1979 — 1981
BBA, General Business/Marketing
Kilgore College 1977 — 1979
AS, Business Management
Wells Fargo Bank, N.A. November 1998 - Present
Skills
Commercial Lending, Loans, Commercial Banking, Small Business Lending, Treasury/Cash..., Credit, Sales Management, Award Winning Customer..., Cross-Sell, Operational Risk..., Financial Services, Lines Of Credit, Credit Analysis, Consumer Lending, Mortgage Lending, Treasury Management, Banking, Loan Origination, Mortgage Banking, Asset Based Lending, Commercial Mortgages, Underwriting, Relationship Management
Education
Southwestern Paralegal Institute 1981 — 1982
Legal Assistant Certification, Specializing in Contracts, Personal Injury & Products Liability
Stephen F. Austin State University 1979 — 1981
BBA, General Business/Marketing
Kilgore College 1977 — 1979
AS, Business Management
Julie Bahret's Wells Fargo Bank, N.A. Experience 2009 - 2011
Job Lawyer
Industry Legal Services
Experience
Julie Bahret, Attorney-at-Law June 2014 - Present
First Republic Bank 2013 - 2014
Kilpatrick Townsend & Stockton LLP 2011 - 2012
Wells Fargo Bank, N.A. 2009 - 2011
Allen Matkins 2007 - 2009
DLA Piper 2005 - 2006
The Krausz Companies, Inc. 1999 - 2005
Mintz Levin 1992 - 1997
Superior Court of Massachusetts 1990 - 1992
Skills
Commercial Litigation, Real Estate, Civil Litigation, Real Estate Transactions, Due Diligence, Litigation, Disposition, Commercial Real Estate, Corporate Law, Legal Research, Joint Ventures, Trials
Education
Stetson University College of Law 1987 — 1990
Magna Cum Laude – J.D., Law
University of Florida
Magna Cum Laude - B.A., Cultural Anthropology and Environmental Studies
Julie Bahret, Attorney-at-Law June 2014 - Present
First Republic Bank 2013 - 2014
Kilpatrick Townsend & Stockton LLP 2011 - 2012
Wells Fargo Bank, N.A. 2009 - 2011
Allen Matkins 2007 - 2009
DLA Piper 2005 - 2006
The Krausz Companies, Inc. 1999 - 2005
Mintz Levin 1992 - 1997
Superior Court of Massachusetts 1990 - 1992
Skills
Commercial Litigation, Real Estate, Civil Litigation, Real Estate Transactions, Due Diligence, Litigation, Disposition, Commercial Real Estate, Corporate Law, Legal Research, Joint Ventures, Trials
Education
Stetson University College of Law 1987 — 1990
Magna Cum Laude – J.D., Law
University of Florida
Magna Cum Laude - B.A., Cultural Anthropology and Environmental Studies
Joe Scheffer III, PMP's Wells Fargo Bank, N.A. Experience January 2015 - Present
Job VP Business Process/Quality Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, N.A. 2013 - 2014
Wells Fargo Home Mortgage 2012 - 2013
Wells Fargo Bank, N.A. 2007 - 2012
Verizon 2004 - 2007
Verizon 2000 - 2004
Skills
Vendor Management, Process Improvement, Business Analysis, SDLC, Requirements Analysis, Visio, Risk Management, Program Management, Project Management, PMP, Business Requirements, SharePoint, Telecommunications, Requirements Gathering, Software Project...
Education
Shepherd University
Bachelor of Science, Business Management
Stevens Institute of Technology
Master of Science, Telecommunications Management
Villanova University
Masters Certificates, IS/IT and Applied Project Management
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, N.A. 2013 - 2014
Wells Fargo Home Mortgage 2012 - 2013
Wells Fargo Bank, N.A. 2007 - 2012
Verizon 2004 - 2007
Verizon 2000 - 2004
Skills
Vendor Management, Process Improvement, Business Analysis, SDLC, Requirements Analysis, Visio, Risk Management, Program Management, Project Management, PMP, Business Requirements, SharePoint, Telecommunications, Requirements Gathering, Software Project...
Education
Shepherd University
Bachelor of Science, Business Management
Stevens Institute of Technology
Master of Science, Telecommunications Management
Villanova University
Masters Certificates, IS/IT and Applied Project Management
Kurt Morgenweck's Wells Fargo Bank, N.A. Experience October 2005 - Present
Job Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. October 2005 - Present
Education
St. Cloud State University
Bachelor's degree, Business Finance
Wells Fargo Bank, N.A. October 2005 - Present
Education
St. Cloud State University
Bachelor's degree, Business Finance
Tracey Eberly's Wells Fargo Bank, N.A. Experience June 2010 - October 2012
Job Senior Vice President & Loan Team Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo October 2012 - December 2014
Wells Fargo Bank, N.A. June 2010 - October 2012
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit
Education
Shippensburg University of Pennsylvania 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo December 2014 - Present
Wells Fargo October 2012 - December 2014
Wells Fargo Bank, N.A. June 2010 - October 2012
Skills
Commercial Lending, Commercial Banking, Loans, Banking, Credit
Education
Shippensburg University of Pennsylvania 1988 — 1992
Bachelor of Business Administration (B.B.A.), Finance, General
Pam Probst's Wells Fargo Bank, N.A. Experience Vice PresidentWells Fargo Bank, N.A.February 2006 - June 2007
Job Vice President/Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. Vice PresidentWells Fargo Bank, N.A.February 2006 - June 2007
Wells Fargo Bank, N.A. September 2001 - February 2006
Skills
Asset Managment, Credit, Commercial Mortgages, Construction Loans, Underwriting, Capital Markets, Relationship Management, Commercial Lending, Loans, Real Estate, Financial Analysis, Due Diligence, Portfolio Management, Mortgage Lending, Credit Analysis, Loan Origination, Finance, Commercial Banking, Real Estate Economics, Asset Management
Education
Roosevelt University
BSBA, Accounting
Wells Fargo Bank, N.A. Vice PresidentWells Fargo Bank, N.A.February 2006 - June 2007
Wells Fargo Bank, N.A. September 2001 - February 2006
Skills
Asset Managment, Credit, Commercial Mortgages, Construction Loans, Underwriting, Capital Markets, Relationship Management, Commercial Lending, Loans, Real Estate, Financial Analysis, Due Diligence, Portfolio Management, Mortgage Lending, Credit Analysis, Loan Origination, Finance, Commercial Banking, Real Estate Economics, Asset Management
Education
Roosevelt University
BSBA, Accounting
Brian Helfrich's Wells Fargo Bank, N.A. Experience September 2007 - February 2013
Job Vice President Client Relations Manager at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo Bank N.A. September 2007 - February 2013
Wells Fargo Bank, N.A. May 2003 - September 2007
Wells Fargo Bank, N.A. February 2001 - May 2003
Wells Fargo Home Mortgage August 1999 - February 2001
Wachovia October 1995 - August 1999
HSBC May 1993 - October 1995
Skills
Asset Management, Securitization, Capital Markets
Education
Niagara University 1989 — 1993
BBA, Accounting
Lewiston - Porter High School 1985 — 1989
HS Diploma, HS Diploma
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo Bank N.A. September 2007 - February 2013
Wells Fargo Bank, N.A. May 2003 - September 2007
Wells Fargo Bank, N.A. February 2001 - May 2003
Wells Fargo Home Mortgage August 1999 - February 2001
Wachovia October 1995 - August 1999
HSBC May 1993 - October 1995
Skills
Asset Management, Securitization, Capital Markets
Education
Niagara University 1989 — 1993
BBA, Accounting
Lewiston - Porter High School 1985 — 1989
HS Diploma, HS Diploma
Ryan Doodnauth's Wells Fargo Bank, N.A. Experience January 2010 - June 2013
Job Executive Director at passionchurch.com
Industry Religious Institutions
Experience
Passion Church July 2013 - Present
UpstairsGuys LLC March 2006 - July 2014
Wells Fargo Bank, N.A. January 2010 - June 2013
Finish Line March 2003 - July 2008
Skills
Photoshop, Dreamweaver, InDesign, Advertising, Illustrator, Adobe Creative Suite, HTML, HTML 5, HTML emails, CSS, CSS3, JavaScript, Joomla, Graphic Design, Video Production, Motion Graphics, Strategic Hiring, Management, Project Management, Financial Analysis, Finance, Marketing, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, QuickBooks, Adobe Fireworks, Economics, Econometrics, Digital Marketing, Leadership, Social Networking, Web Design, After Effects, Final Cut Pro, Flash, Time Management, Sales, Entrepreneurship, Small Business, SEO
Education
University of Minnesota-Twin Cities 2007 — 2010
BA, Economics
North Hennepin Community College 2004 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
Passion Church July 2013 - Present
UpstairsGuys LLC March 2006 - July 2014
Wells Fargo Bank, N.A. January 2010 - June 2013
Finish Line March 2003 - July 2008
Skills
Photoshop, Dreamweaver, InDesign, Advertising, Illustrator, Adobe Creative Suite, HTML, HTML 5, HTML emails, CSS, CSS3, JavaScript, Joomla, Graphic Design, Video Production, Motion Graphics, Strategic Hiring, Management, Project Management, Financial Analysis, Finance, Marketing, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, QuickBooks, Adobe Fireworks, Economics, Econometrics, Digital Marketing, Leadership, Social Networking, Web Design, After Effects, Final Cut Pro, Flash, Time Management, Sales, Entrepreneurship, Small Business, SEO
Education
University of Minnesota-Twin Cities 2007 — 2010
BA, Economics
North Hennepin Community College 2004 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
Wayne S. Creadick Jr.'s Wells Fargo Bank, N.A. Experience September 1992 - Present
Job Implementation Manager 2, VP at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Town of Myersville, Maryland July 2001 - Present
Wells Fargo Bank, N.A. September 1992 - Present
The Machine Gun Nest 2015 - 2015
The Machine Gun Nest 2015 - 2015
Wells Fargo Home Mortgage November 2009 - April 2013
Wells Fargo Home Mortgage 1996 - January 2009
Prudential Home Mortgage Company 1992 - 1996
The Ryland Group 1985 - 1992
Skills
Risk Management, Management, Loans, Financial Risk, Leadership, Project Management, Structured Finance, Team Building, Cross-functional Team..., Budgets, Marketing, Banking, Governance, Program Management, Business Continuity..., Emergency Management, Comprehensive Planning, Public Safety, Government..., Website Development, Strategic Planning, Executive Management, Budget, Business Development, Mortgage Lending, Financial Services, Capital Markets, Process Improvement, Portfolio Management, Emergency Medicine, Emergency Vehicle..., Firearms Instruction, Self Defense, Public Health Emergency..., Preparedness
Education
Maryland Fire and Rescue Institute 2014 — 2014
Emergency Medical Technician B, Emergency Medical Technology/Technician (EMT Paramedic)
The Johns Hopkins University 1980 — 1984
B.A., Social and Behavioral Sciences (Psychology)
University of Maryland University College 2001 — 2004
Graduate Fellow, Academy for Excellence in Local Governance, 4.0
Frederick County (MD) Sheriff's Department 2002 — 2002
Certificate, Citizens Police Academy
Town of Myersville, Maryland July 2001 - Present
Wells Fargo Bank, N.A. September 1992 - Present
The Machine Gun Nest 2015 - 2015
The Machine Gun Nest 2015 - 2015
Wells Fargo Home Mortgage November 2009 - April 2013
Wells Fargo Home Mortgage 1996 - January 2009
Prudential Home Mortgage Company 1992 - 1996
The Ryland Group 1985 - 1992
Skills
Risk Management, Management, Loans, Financial Risk, Leadership, Project Management, Structured Finance, Team Building, Cross-functional Team..., Budgets, Marketing, Banking, Governance, Program Management, Business Continuity..., Emergency Management, Comprehensive Planning, Public Safety, Government..., Website Development, Strategic Planning, Executive Management, Budget, Business Development, Mortgage Lending, Financial Services, Capital Markets, Process Improvement, Portfolio Management, Emergency Medicine, Emergency Vehicle..., Firearms Instruction, Self Defense, Public Health Emergency..., Preparedness
Education
Maryland Fire and Rescue Institute 2014 — 2014
Emergency Medical Technician B, Emergency Medical Technology/Technician (EMT Paramedic)
The Johns Hopkins University 1980 — 1984
B.A., Social and Behavioral Sciences (Psychology)
University of Maryland University College 2001 — 2004
Graduate Fellow, Academy for Excellence in Local Governance, 4.0
Frederick County (MD) Sheriff's Department 2002 — 2002
Certificate, Citizens Police Academy
Pamela Cains Henderson's Wells Fargo Bank, N.A. Experience 1991 - 2006
Job Director of Development, Dunebrook f/k/a La Porte County Child Abuse Prevention Council, Inc.
Industry Nonprofit Organization Management
Experience
Dunebrook July 2006 - Present
Wells Fargo Bank, N.A. 1991 - 2006
Education
Roosevelt University 1986 — 1986
Valparaiso University 1982 — 1986
BA, Intl Economics/Cultural Affairs
LNI
Dunebrook July 2006 - Present
Wells Fargo Bank, N.A. 1991 - 2006
Education
Roosevelt University 1986 — 1986
Valparaiso University 1982 — 1986
BA, Intl Economics/Cultural Affairs
LNI
Chanda Cahoon's Wells Fargo Bank, N.A. Experience September 1985 - Present
Job OS Manager Two at Wellsfargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. September 1985 - Present
Skills
Banking, Financial Analysis, Retail Banking, Customer Service, Team Building, Process Improvement, Credit, Forecasting, Risk Management, Microsoft Excel, Microsoft Office, Customer Satisfaction, Strategic Planning, Loans, Business Strategy, Call Centers, Accounts Receivable, Finance, Mortgage Lending, Outlook, Budgets, Credit Analysis, Internal Controls, Accounting, Analysis, Management, Financial Reporting, Performance Management, Training, Business Analysis, Leadership, Small Business Lending, Vendor Management, Access, Change Management, Portfolio Management
Education
Savannah State University 1994 — 1997
BBA, Accounting
Wells Fargo Bank, N.A. September 1985 - Present
Skills
Banking, Financial Analysis, Retail Banking, Customer Service, Team Building, Process Improvement, Credit, Forecasting, Risk Management, Microsoft Excel, Microsoft Office, Customer Satisfaction, Strategic Planning, Loans, Business Strategy, Call Centers, Accounts Receivable, Finance, Mortgage Lending, Outlook, Budgets, Credit Analysis, Internal Controls, Accounting, Analysis, Management, Financial Reporting, Performance Management, Training, Business Analysis, Leadership, Small Business Lending, Vendor Management, Access, Change Management, Portfolio Management
Education
Savannah State University 1994 — 1997
BBA, Accounting
Jill Snyder's Wells Fargo Bank, N.A. Experience July 2011 - Present
Job NOVA SRCO
Industry Financial Services
Experience
Wells Fargo Bank, N.A. July 2011 - Present
Wells Fargo Bank April 2009 - July 2011
Cratos Capital Partners, LLC February 2007 - March 2008
Wachovia Securities, LLC September 2000 - November 2005
Wachovia Bank June 1997 - September 2000
HSBC BUSINESS LOANS, INC.(Formerly Marine Midland Business Loans, Inc.) 1993 - 1997
HSBC BUSINESS LOANS, INC. (Formerly Marine Midland Business Loans, Inc.) 1990 - 1993
CITICORP NORTH AMERICA, INC. 1986 - 1990
CITICORP NORTH AMERICA, INC. 1981 - 1986
Skills
Underwriting, Portfolio Management, Sales, Credit, Credit Analysis, Commercial Lending, Cash Flow, Asset Based Lending, Loans, Commercial Banking, Restructuring, Finance, Small Business Lending, Banking, Cash Flow Lending, Credit Risk, Lines Of Credit, Factoring, Structured Finance, Investment Banking, Loan Origination, Commercial Mortgages, Workout, Financial Structuring, Treasury Management, Commercial Finance, Debt Restructuring, Refinance, Mortgage Lending, Funding
Education
Penn State University 1969 — 1975
Bachelor of Science (B.S.), Small Group Communication
Citibank Credit Analysis Training
Wells Fargo Bank, N.A. July 2011 - Present
Wells Fargo Bank April 2009 - July 2011
Cratos Capital Partners, LLC February 2007 - March 2008
Wachovia Securities, LLC September 2000 - November 2005
Wachovia Bank June 1997 - September 2000
HSBC BUSINESS LOANS, INC.(Formerly Marine Midland Business Loans, Inc.) 1993 - 1997
HSBC BUSINESS LOANS, INC. (Formerly Marine Midland Business Loans, Inc.) 1990 - 1993
CITICORP NORTH AMERICA, INC. 1986 - 1990
CITICORP NORTH AMERICA, INC. 1981 - 1986
Skills
Underwriting, Portfolio Management, Sales, Credit, Credit Analysis, Commercial Lending, Cash Flow, Asset Based Lending, Loans, Commercial Banking, Restructuring, Finance, Small Business Lending, Banking, Cash Flow Lending, Credit Risk, Lines Of Credit, Factoring, Structured Finance, Investment Banking, Loan Origination, Commercial Mortgages, Workout, Financial Structuring, Treasury Management, Commercial Finance, Debt Restructuring, Refinance, Mortgage Lending, Funding
Education
Penn State University 1969 — 1975
Bachelor of Science (B.S.), Small Group Communication
Citibank Credit Analysis Training
Jeni Burgess's Wells Fargo Bank, N.A. Experience January 2008 - January 2011
Job Principal Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank, N.A. January 2008 - January 2011
Wells Fargo Bank, N.A. January 2001 - January 2008
Education
San Diego State University-California State University 1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank, N.A. January 2008 - January 2011
Wells Fargo Bank, N.A. January 2001 - January 2008
Education
San Diego State University-California State University 1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Paul Say's Wells Fargo Bank, N.A. Experience January 2010 - June 2011
Job Market Leader
Industry Financial Services
Experience
First Volunteer Bank June 2015 - Present
Regions Financial Corporation June 2011 - June 2015
Wells Fargo Bank, N.A. January 2010 - June 2011
Skills
Consumer Lending, Retail Banking, Insurance, Customer Service, Microsoft Excel, Process Improvement, Strategic Planning, Business Analysis, Team Building, Microsoft Office, Budgets, Business Development, Leadership, Microsoft Word, Customer Satisfaction, Sales Management, Account Management, New Business Development, Training, Marketing, Loans, Mortgage Lending, Credit, Small Business Lending, Loan Origination, Banking, Credit Analysis, Mortgage Banking, Lines Of Credit, Refinance, Commercial Lending, Branch Management, Cross Selling, Deposits, Commercial Banking, Negotiation, Fixed Annuities, Notary Public, Public Speaking, Home Equity Loans, Internet Banking
Education
Temple Baptist Seminary 1999 — 2003
Master of Arts (M.A.), Biblical Studies
Tennessee Temple University 1996 — 1999
Bachelor of Arts (BA), Pastoral Studies
First Volunteer Bank June 2015 - Present
Regions Financial Corporation June 2011 - June 2015
Wells Fargo Bank, N.A. January 2010 - June 2011
Skills
Consumer Lending, Retail Banking, Insurance, Customer Service, Microsoft Excel, Process Improvement, Strategic Planning, Business Analysis, Team Building, Microsoft Office, Budgets, Business Development, Leadership, Microsoft Word, Customer Satisfaction, Sales Management, Account Management, New Business Development, Training, Marketing, Loans, Mortgage Lending, Credit, Small Business Lending, Loan Origination, Banking, Credit Analysis, Mortgage Banking, Lines Of Credit, Refinance, Commercial Lending, Branch Management, Cross Selling, Deposits, Commercial Banking, Negotiation, Fixed Annuities, Notary Public, Public Speaking, Home Equity Loans, Internet Banking
Education
Temple Baptist Seminary 1999 — 2003
Master of Arts (M.A.), Biblical Studies
Tennessee Temple University 1996 — 1999
Bachelor of Arts (BA), Pastoral Studies
Robert R. Sykes's Wells Fargo Bank, N.A. Experience August 2011 - Present
Job Oil and Gas Asset Management
Industry Oil & Energy
Experience
Wells Fargo Bank, N.A. August 2011 - Present
Robert R. Sykes 1985 - 2011
Robert R. Sykes 1985 - 2011
Midland A&M Club January 2000 - December 2000
Texas A&M University Class of '74 1979 - 1999
Texas A&M University Class of '74 1979 - 1999
Texas A&M University Class of '74 1979 - 1999
First National Bank of Midland March 1981 - August 1985
Tom Green County Attorney's Office January 1978 - March 1981
Association of Former Yell Leaders 1972 - 1974
Skills
Due Diligence, Financial Analysis, Risk Management, Banking, Loans, Contract Negotiation, Credit, Strategic Planning, Negotiation, Finance, Energy
Education
Southern Methodist University Dedman School of Law 1974 — 1977
J.D.
Texas A&M University 1970 — 1974
BBA, Business Management
Wells Fargo Bank, N.A. August 2011 - Present
Robert R. Sykes 1985 - 2011
Robert R. Sykes 1985 - 2011
Midland A&M Club January 2000 - December 2000
Texas A&M University Class of '74 1979 - 1999
Texas A&M University Class of '74 1979 - 1999
Texas A&M University Class of '74 1979 - 1999
First National Bank of Midland March 1981 - August 1985
Tom Green County Attorney's Office January 1978 - March 1981
Association of Former Yell Leaders 1972 - 1974
Skills
Due Diligence, Financial Analysis, Risk Management, Banking, Loans, Contract Negotiation, Credit, Strategic Planning, Negotiation, Finance, Energy
Education
Southern Methodist University Dedman School of Law 1974 — 1977
J.D.
Texas A&M University 1970 — 1974
BBA, Business Management
Lindsay Rose's Wells Fargo Bank, N.A. Experience March 2000 - January 2002
Job Senior Attorney, Employment Division at City of Colorado Springs
Industry Law Practice
Experience
City of Colorado Springs August 2015 - Present
City of Colorado Springs November 2013 - August 2015
Bingham & Lea, P.C. November 2006 - March 2013
U.S. Securities & Exchange Commission May 2005 - August 2005
Wells Fargo Bank, N.A. March 2000 - January 2002
Skills
Litigation, Bankruptcy, Collections, Trial Practice, Jury Trials, Arbitration, Securities Litigation, Commercial Litigation, Employment Law, Estate Planning, Wills, Chapter 7, Chapter 13 Bankruptcy
Education
Texas Tech University School of Law 2003 — 2006
J.D., Top 6%, summa cum laude
Texas Tech University 1999 — 2002
B.B.A., Finance, Economics, GPA 4.0, summa cum laude
City of Colorado Springs August 2015 - Present
City of Colorado Springs November 2013 - August 2015
Bingham & Lea, P.C. November 2006 - March 2013
U.S. Securities & Exchange Commission May 2005 - August 2005
Wells Fargo Bank, N.A. March 2000 - January 2002
Skills
Litigation, Bankruptcy, Collections, Trial Practice, Jury Trials, Arbitration, Securities Litigation, Commercial Litigation, Employment Law, Estate Planning, Wills, Chapter 7, Chapter 13 Bankruptcy
Education
Texas Tech University School of Law 2003 — 2006
J.D., Top 6%, summa cum laude
Texas Tech University 1999 — 2002
B.B.A., Finance, Economics, GPA 4.0, summa cum laude
Edna Barber's Wells Fargo Bank, N.A. Experience December 2014 - Present
Job Relationship Management Control Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. December 2014 - Present
Wells Fargo Bank, N.A. September 2000 - November 2014
Wells Fargo Bank, N.A. January 1997 - August 2000
Wells Fargo Bank, N.A. October 1994 - January 1997
Skills
Securitization, Structured Finance, Securities, Banking, Portfolio Management, ABS, Corporate Trust, Financial Services, Capital Markets
Education
Southwest Minnesota State University 1979 — 1984
Business
Wells Fargo Bank, N.A. December 2014 - Present
Wells Fargo Bank, N.A. September 2000 - November 2014
Wells Fargo Bank, N.A. January 1997 - August 2000
Wells Fargo Bank, N.A. October 1994 - January 1997
Skills
Securitization, Structured Finance, Securities, Banking, Portfolio Management, ABS, Corporate Trust, Financial Services, Capital Markets
Education
Southwest Minnesota State University 1979 — 1984
Business
Karl Pfeil III's Wells Fargo Bank, N.A. Experience June 2010 - Present
Job Senior Vice President at Wells Fargo's
Industry Utilities
Experience
Wells Fargo Bank, N.A. June 2010 - Present
Fitch Ratings November 1996 - June 2010
Education
Rowan University 1985 — 1999
Bachelor of Science (BS), Finance, General
New York University Wagner School of Public Service 1993 — 1996
Masters in Public Administration, Public Finance
Wells Fargo Bank, N.A. June 2010 - Present
Fitch Ratings November 1996 - June 2010
Education
Rowan University 1985 — 1999
Bachelor of Science (BS), Finance, General
New York University Wagner School of Public Service 1993 — 1996
Masters in Public Administration, Public Finance
Kathleen Taddei's Wells Fargo Bank, N.A. Experience 2006 - Present
Job Experienced Trust Professional
Industry Banking
Experience
Wells Fargo Bank, N.A. 2006 - Present
J.P. Morgan 2003 - 2006
Citizens Bank 1981 - 2003
Education
Providence College
B.A.
Universtiy of Connecticut
J.D
Wells Fargo Bank, N.A. 2006 - Present
J.P. Morgan 2003 - 2006
Citizens Bank 1981 - 2003
Education
Providence College
B.A.
Universtiy of Connecticut
J.D
David Ring's Wells Fargo Bank, N.A. Experience March 2009 - March 2011
Job President New England Region and Head of Enterprise Banking at First Niagara Bank
Industry Banking
Experience
Wells Fargo Bank, N.A. March 2009 - March 2011
Wachovia Bank, N.A. December 2005 - March 2009
Wachovia Bank, N.A. January 2003 - December 2005
Wachovia Bank, N.A. March 2001 - January 2003
National Westminster Bank 1992 - 1996
NatWest Bank USA 1992 - 1996
NatWest Bank USA 1992 - 1996
people's bank 1982 - 1993
Education
Providence College 1982 — 1986
BS, Finance
Wells Fargo Bank, N.A. March 2009 - March 2011
Wachovia Bank, N.A. December 2005 - March 2009
Wachovia Bank, N.A. January 2003 - December 2005
Wachovia Bank, N.A. March 2001 - January 2003
National Westminster Bank 1992 - 1996
NatWest Bank USA 1992 - 1996
NatWest Bank USA 1992 - 1996
people's bank 1982 - 1993
Education
Providence College 1982 — 1986
BS, Finance
Elyn Dortch's Wells Fargo Bank, N.A. Experience December 2012 - Present
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank, N.A. December 2012 - Present
Queens University of Charlotte April 2009 - December 2012
U.S. Trust, Bank of America Private Wealth Management June 2006 - January 2009
McColl Garella 2004 - 2006
Bank of America 1986 - 2000
Skills
Strategic Planning, Business Strategy, New Business Development, Financial Analysis, Fundraising, Turnaround Experience, Wealth Management, Diplomacy, Private Banking, Investment Banking, Private Equity, Management, Finance, Marketing, Banking, Mergers & Acquisitions, Credit, Investment Management
Education
Wake Forest University 1978 — 1982
BA, Business, French
Southern Oregon University 1982 — 1984
MBA, Finance
Wells Fargo Bank, N.A. December 2012 - Present
Queens University of Charlotte April 2009 - December 2012
U.S. Trust, Bank of America Private Wealth Management June 2006 - January 2009
McColl Garella 2004 - 2006
Bank of America 1986 - 2000
Skills
Strategic Planning, Business Strategy, New Business Development, Financial Analysis, Fundraising, Turnaround Experience, Wealth Management, Diplomacy, Private Banking, Investment Banking, Private Equity, Management, Finance, Marketing, Banking, Mergers & Acquisitions, Credit, Investment Management
Education
Wake Forest University 1978 — 1982
BA, Business, French
Southern Oregon University 1982 — 1984
MBA, Finance
Cecilia Rohloff's Wells Fargo Bank, N.A. Experience December 2010 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. December 2010 - Present
JPMorgan Chase Bank, N.A. April 1988 - October 2010
Skills
Risk Management, Disaster Recovery, Trust Management, Investments, Investment Management, Wealth Management, Banking, Personal Trust..., Trust Services, Wealth Management..., Estate Planning, Financial Planning, Financial Services, Management
Education
Southwest Texas State University 1983 — 1987
BBA, Computer and Information Systems Security/Information Assurance
Wells Fargo Bank, N.A. December 2010 - Present
JPMorgan Chase Bank, N.A. April 1988 - October 2010
Skills
Risk Management, Disaster Recovery, Trust Management, Investments, Investment Management, Wealth Management, Banking, Personal Trust..., Trust Services, Wealth Management..., Estate Planning, Financial Planning, Financial Services, Management
Education
Southwest Texas State University 1983 — 1987
BBA, Computer and Information Systems Security/Information Assurance
Joseph Mikalic's Wells Fargo Bank, N.A. Experience August 2005 - February 2009
Job Retired Credit Card and Payment Services Executve
Industry Banking
Experience
Source4Teachers March 2010 - April 2013
Collingswood School District April 2009 - April 2013
Wells Fargo Bank, N.A. August 2005 - February 2009
Genpass Technologies August 2004 - August 2005
First Union National Bank May 2000 - August 2004
Peirce College March 1999 - November 1999
CoreStates Bank, N.A. February 1997 - August 1998
Advanta Business Services August 1995 - February 1997
Skills
Social Media Marketing, Social Media, Integrated Marketing, Email Marketing, Public Relations, Online Advertising, Digital Marketing, Event Management, CRM, Leadership, Social Networking, Editing, Management, Customer Service, Sales, Public Speaking, Business Development, Coaching, Fundraising, Leadership Development, Small Business, Team Leadership, Staff Development, Team Building, Entrepreneurship, Teaching, Budgets, Time Management
Education
Temple University 1974 — 1980
Bachelor's degree, Public Health
Bishop Neumann High School 1970 — 1974
High School Diploma, Academic
Source4Teachers March 2010 - April 2013
Collingswood School District April 2009 - April 2013
Wells Fargo Bank, N.A. August 2005 - February 2009
Genpass Technologies August 2004 - August 2005
First Union National Bank May 2000 - August 2004
Peirce College March 1999 - November 1999
CoreStates Bank, N.A. February 1997 - August 1998
Advanta Business Services August 1995 - February 1997
Skills
Social Media Marketing, Social Media, Integrated Marketing, Email Marketing, Public Relations, Online Advertising, Digital Marketing, Event Management, CRM, Leadership, Social Networking, Editing, Management, Customer Service, Sales, Public Speaking, Business Development, Coaching, Fundraising, Leadership Development, Small Business, Team Leadership, Staff Development, Team Building, Entrepreneurship, Teaching, Budgets, Time Management
Education
Temple University 1974 — 1980
Bachelor's degree, Public Health
Bishop Neumann High School 1970 — 1974
High School Diploma, Academic
Alex Andazola's Wells Fargo Bank, N.A. Experience May 2010 - August 2012
Job Business Training Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
Wells Fargo November 2011 - December 2012
Wells Fargo Bank, N.A. May 2010 - August 2012
Wells Fargo Bank July 2007 - May 2010
Wells Fargo Bank June 2006 - July 2007
KB Toys March 2006 - August 2006
Phi Sigma Kappa August 2004 - August 2005
Skills
Leadership, Management, Recruiting, Sales, Coaching, Customer Service, Employee Training, Banking, Sales Management, Credit, Microsoft Excel, Retail, Finance, Teamwork, Fundraising, Workshop Facilitation, Loan Origination, Retail Banking, Financial Services
Education
Northern Arizona University
Bachelor of Arts, Liberal Studies
Wells Fargo December 2012 - Present
Wells Fargo November 2011 - December 2012
Wells Fargo Bank, N.A. May 2010 - August 2012
Wells Fargo Bank July 2007 - May 2010
Wells Fargo Bank June 2006 - July 2007
KB Toys March 2006 - August 2006
Phi Sigma Kappa August 2004 - August 2005
Skills
Leadership, Management, Recruiting, Sales, Coaching, Customer Service, Employee Training, Banking, Sales Management, Credit, Microsoft Excel, Retail, Finance, Teamwork, Fundraising, Workshop Facilitation, Loan Origination, Retail Banking, Financial Services
Education
Northern Arizona University
Bachelor of Arts, Liberal Studies
Elizabeth Stevens Adams's Wells Fargo Bank, N.A. Experience March 1988 - July 2001
Job Business Owner, The Insightful Organizer
Industry Individual & Family Services
Experience
The Insightful Organizer 2011 - Present
Union Bank, N.A. January 2006 - June 2010
Merrill Lynch Trust Company, N.A. 2004 - 2006
Charles Schwab & Company June 2001 - August 2004
Wells Fargo Bank, N.A. March 1988 - July 2001
Wells Capital Management 1994 - 1997
Goldman Sachs June 1979 - March 1988
Skills
Wealth Management, Investments, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Estate Planning, Strategy, Banking, Finance, Asset Managment, Investment Management, Organization Skills, Management, Risk Management
Education
Northwestern University - Kellogg School of Management 1974 — 1978
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1969 — 1973
B.A., English
The Insightful Organizer 2011 - Present
Union Bank, N.A. January 2006 - June 2010
Merrill Lynch Trust Company, N.A. 2004 - 2006
Charles Schwab & Company June 2001 - August 2004
Wells Fargo Bank, N.A. March 1988 - July 2001
Wells Capital Management 1994 - 1997
Goldman Sachs June 1979 - March 1988
Skills
Wealth Management, Investments, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Estate Planning, Strategy, Banking, Finance, Asset Managment, Investment Management, Organization Skills, Management, Risk Management
Education
Northwestern University - Kellogg School of Management 1974 — 1978
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1969 — 1973
B.A., English
Cedric Davis's Wells Fargo Bank, N.A. Experience September 2014 - Present
Job Market Risk Consultant at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. September 2014 - Present
Davis Media, LLC October 2011 - Present
Wells Fargo Bank, N.A. July 2012 - September 2014
Wells Fargo August 2010 - July 2012
Wachovia, A Wells Fargo Company May 2005 - August 2010
Education
Winthrop University 2004 — 2006
MBA, Accounting
South Carolina State University 1998 — 2002
Bachelor's of Science, Accounting
Wells Fargo Bank, N.A. September 2014 - Present
Davis Media, LLC October 2011 - Present
Wells Fargo Bank, N.A. July 2012 - September 2014
Wells Fargo August 2010 - July 2012
Wachovia, A Wells Fargo Company May 2005 - August 2010
Education
Winthrop University 2004 — 2006
MBA, Accounting
South Carolina State University 1998 — 2002
Bachelor's of Science, Accounting
Marla Klaas's Wells Fargo Bank, N.A. Experience 2001 - 2008
Job Senior Fiduciary Officer at Union Bank, The Private Bank
Industry Financial Services
Experience
Union Bank, The Private Bank January 2011 - Present
Marla S. Klaas, APC 2008 - January 2011
Wells Fargo Bank, N.A. 2001 - 2008
Skills
Estate Planning, Mergers & Acquisitions, Risk Management, Investments, Trusts, Litigation, Tax, Mediation, Policy, Financial Risk, Integration, Estate Law, Wealth, Asset Management, Wealth Management
Education
Nova Southeastern University—Shepard Broad Law Center 1996 — 1999
J.D., Law
University of Florida
Bachelor of Arts, English
Union Bank, The Private Bank January 2011 - Present
Marla S. Klaas, APC 2008 - January 2011
Wells Fargo Bank, N.A. 2001 - 2008
Skills
Estate Planning, Mergers & Acquisitions, Risk Management, Investments, Trusts, Litigation, Tax, Mediation, Policy, Financial Risk, Integration, Estate Law, Wealth, Asset Management, Wealth Management
Education
Nova Southeastern University—Shepard Broad Law Center 1996 — 1999
J.D., Law
University of Florida
Bachelor of Arts, English
Christie Carpenter's Wells Fargo Bank, N.A. Experience November 2007 - Present
Job Assistant Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. November 2007 - Present
Skills
Finance, Portfolio Management, Credit, Securities, Risk Management
Education
Park University
BS, Computer Information Systems
Wells Fargo Bank, N.A. November 2007 - Present
Skills
Finance, Portfolio Management, Credit, Securities, Risk Management
Education
Park University
BS, Computer Information Systems
Joseph Panepinto's Wells Fargo Bank, N.A. Experience April 2005 - March 2006
Job Managing Director Corporate Trust US Head Transaction Management Group
Industry Financial Services
Experience
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - Present
The Bank of New York Mellon December 2006 - August 2012
Computershare Investor Services, LLC April 2006 - November 2006
Wells Fargo Bank, N.A. April 2005 - March 2006
The Bank of New York August 2000 - April 2005
Sandler O'Neill & Partners, LP March 1992 - August 2000
IBJ Schroder Bank & Trust Company January 1983 - March 1992
Skills
Banking, Capital Markets, Corporate Finance, Financial Risk, Securities, Investment Banking, Mutual Funds, Asset Managment, Fixed Income, Financial Services, Hedge Funds, Equities, Bonds, Asset Management, Structured Finance
Education
Saint Peter's University 1978 — 1982
BS, Management
BNY Mellon October 2014 - Present
BNY Mellon September 2012 - Present
The Bank of New York Mellon December 2006 - August 2012
Computershare Investor Services, LLC April 2006 - November 2006
Wells Fargo Bank, N.A. April 2005 - March 2006
The Bank of New York August 2000 - April 2005
Sandler O'Neill & Partners, LP March 1992 - August 2000
IBJ Schroder Bank & Trust Company January 1983 - March 1992
Skills
Banking, Capital Markets, Corporate Finance, Financial Risk, Securities, Investment Banking, Mutual Funds, Asset Managment, Fixed Income, Financial Services, Hedge Funds, Equities, Bonds, Asset Management, Structured Finance
Education
Saint Peter's University 1978 — 1982
BS, Management
Mary Angela McMurphy's Wells Fargo Bank, N.A. Experience August 2010 - March 2013
Job VP Branch Manager at Southern States Bank
Industry Financial Services
Experience
Southern States Bank December 2014 - Present
Wells Fargo Advisors, LLC March 2013 - December 2014
Wells Fargo Bank, N.A. August 2010 - March 2013
Wells Fargo May 2010 - August 2010
Education
Presbyterian College 2006 — 2010
Bachelor of Arts, English and Business Management
Brookstone School
Southern States Bank December 2014 - Present
Wells Fargo Advisors, LLC March 2013 - December 2014
Wells Fargo Bank, N.A. August 2010 - March 2013
Wells Fargo May 2010 - August 2010
Education
Presbyterian College 2006 — 2010
Bachelor of Arts, English and Business Management
Brookstone School
Aaron Cambel's Wells Fargo Bank, N.A. Experience May 2013 - Present
Job Store Manager, Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. May 2013 - Present
Education
Geroge Mason University 1993 — 1998
Bachelor of Arts, Communication
Northern Virginia Community College
Associates, Psychology and Arabic Language
Wells Fargo Bank, N.A. May 2013 - Present
Education
Geroge Mason University 1993 — 1998
Bachelor of Arts, Communication
Northern Virginia Community College
Associates, Psychology and Arabic Language
Dwight Reid's Wells Fargo Bank, N.A. Experience October 2007 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry
Experience
Wells Fargo Bank, N.A. October 2007 - Present
PMC Commercial Trust April 1993 - October 2007
Skills
Real Estate
Education
Southern Methodist University
MLA, Liberal Arts
University of North Texas
BAAS, Liberal Arts
Wells Fargo Bank, N.A. October 2007 - Present
PMC Commercial Trust April 1993 - October 2007
Skills
Real Estate
Education
Southern Methodist University
MLA, Liberal Arts
University of North Texas
BAAS, Liberal Arts
Tripp Meares's Wells Fargo Bank, N.A. Experience January 1989 - Present
Job Senior Commercial Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. January 1989 - Present
Skills
Credit, Credit Analysis, Risk Management, Mortgage Lending, Commercial Lending, Banking, Consumer Lending, Wealth Management, Loans, Underwriting, Portfolio Management, Relationship Management, Small Business Lending, Retail Banking, Loan Origination, Credit Risk, Financial Analysis
Education
Presbyterian College 1984 — 1988
Bachelor of Science (BS), Business/Managerial Economics
Presbyterian College
Wells Fargo Bank, N.A. January 1989 - Present
Skills
Credit, Credit Analysis, Risk Management, Mortgage Lending, Commercial Lending, Banking, Consumer Lending, Wealth Management, Loans, Underwriting, Portfolio Management, Relationship Management, Small Business Lending, Retail Banking, Loan Origination, Credit Risk, Financial Analysis
Education
Presbyterian College 1984 — 1988
Bachelor of Science (BS), Business/Managerial Economics
Presbyterian College
Steve Gideon's Wells Fargo Bank, N.A. Experience November 2009 - Present
Job Branch Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. November 2009 - Present
Wells Fargo February 2008 - November 2009
Wells Fargo February 2002 - February 2008
Education
Tarrant County College 1998 — 2002
Premajor
Texas Christian University 1998 — 2000
Business Communication
Wells Fargo Bank, N.A. November 2009 - Present
Wells Fargo February 2008 - November 2009
Wells Fargo February 2002 - February 2008
Education
Tarrant County College 1998 — 2002
Premajor
Texas Christian University 1998 — 2000
Business Communication
Fredrick Evans's Wells Fargo Bank, N.A. Experience Loan Administrator 3Wells Fargo2009 - 2014
Job Loan Administrator in Real Estate at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. Loan Administrator 3Wells Fargo2009 - 2014
Skills
I have performed..., I was instrumental in..., Was trainor and managed...
Education
Philadelphia University 1977 — 1983
Bachelors, Accounting
Wells Fargo Bank, N.A. Loan Administrator 3Wells Fargo2009 - 2014
Skills
I have performed..., I was instrumental in..., Was trainor and managed...
Education
Philadelphia University 1977 — 1983
Bachelors, Accounting
Lisa Mitchem's Wells Fargo Bank, N.A. Experience July 2012 - Present
Job Banking Professional
Industry Banking
Experience
Wells Fargo Bank, N.A. July 2012 - Present
BB&T 2006 - 2009
Skills
Banking, Loans, Credit, Retail Banking, Credit Analysis, Commercial Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Lending
Education
North Carolina Agricultural and Technical State University
Wells Fargo Bank, N.A. July 2012 - Present
BB&T 2006 - 2009
Skills
Banking, Loans, Credit, Retail Banking, Credit Analysis, Commercial Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Commercial Lending
Education
North Carolina Agricultural and Technical State University
Lynn Tytla's Wells Fargo Bank, N.A. Experience September 2008 - August 2010
Job Vice President at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets, LLC March 2013 - Present
Morgan Stanley September 2010 - March 2013
Wells Fargo Bank, N.A. September 2008 - August 2010
Morgan Stanley September 2007 - August 2008
Goldman Sachs Asset Management, L.P. March 2005 - September 2007
Skills
Structured Finance, Emerging Markets, Fixed Income, Equities, Commodity, Alternative Investments, Trading, Derivatives, Hedge Funds
Education
New York Law School
J.D.
Tufts University
B.A., magna cum laude
RBC Capital Markets, LLC March 2013 - Present
Morgan Stanley September 2010 - March 2013
Wells Fargo Bank, N.A. September 2008 - August 2010
Morgan Stanley September 2007 - August 2008
Goldman Sachs Asset Management, L.P. March 2005 - September 2007
Skills
Structured Finance, Emerging Markets, Fixed Income, Equities, Commodity, Alternative Investments, Trading, Derivatives, Hedge Funds
Education
New York Law School
J.D.
Tufts University
B.A., magna cum laude
Rhonda Cirrito's Wells Fargo Bank, N.A. Experience June 1984 - Present
Job VP/Loan Administration Manager at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. June 1984 - Present
First National TItle Company August 1982 - May 1984
Crocker National Bank 1980 - August 1982
Skills
Loans, Credit, Loan Origination, Commercial Lending, Credit Analysis, Underwriting, Refinance
Education
California Banking School 1994 — 1995
Banking and Financial Support Services
Mt. San Antonio College 1975 — 1976
General Studies
Wells Fargo Bank, N.A. June 1984 - Present
First National TItle Company August 1982 - May 1984
Crocker National Bank 1980 - August 1982
Skills
Loans, Credit, Loan Origination, Commercial Lending, Credit Analysis, Underwriting, Refinance
Education
California Banking School 1994 — 1995
Banking and Financial Support Services
Mt. San Antonio College 1975 — 1976
General Studies
Khaled Moafi's Wells Fargo Bank, N.A. Experience May 2013 - January 2015
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Bank, N.A. May 2013 - January 2015
Arete Wealth Management March 2011 - September 2012
Education
University of Maryland University College 2014 — 2015
Master's Degree, Finance and Financial Management Services
Rutgers University-New Brunswick 2002 — 2006
Bachelor's degree, Criminal Justice and Corrections
Wells Fargo Advisors January 2015 - Present
Wells Fargo Bank, N.A. May 2013 - January 2015
Arete Wealth Management March 2011 - September 2012
Education
University of Maryland University College 2014 — 2015
Master's Degree, Finance and Financial Management Services
Rutgers University-New Brunswick 2002 — 2006
Bachelor's degree, Criminal Justice and Corrections
Errikka Jones's Wells Fargo Bank, N.A. Experience April 2013 - June 2015
Job Compliance Professional
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2013 - June 2015
T. Rowe Price 2004 - 2011
Johns Hopkins University 2001 - 2003
Brazos County Community Supervision & Corrections 1997 - 2000
Skills
Risk Management, Accounting, Analysis, PowerPoint, Business Analysis, Process Improvement, Data Analysis, Financial Analysis, Strategic Planning
Education
Prairie View A&M University 1998 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas A&M University 1991 — 1992
Bachelor of Arts (B.A.), Political Science
Wells Fargo Bank, N.A. April 2013 - June 2015
T. Rowe Price 2004 - 2011
Johns Hopkins University 2001 - 2003
Brazos County Community Supervision & Corrections 1997 - 2000
Skills
Risk Management, Accounting, Analysis, PowerPoint, Business Analysis, Process Improvement, Data Analysis, Financial Analysis, Strategic Planning
Education
Prairie View A&M University 1998 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas A&M University 1991 — 1992
Bachelor of Arts (B.A.), Political Science
Arden Levering's Wells Fargo Bank, N.A. Experience 1981 - 2011
Job Banking Professional
Industry Banking
Experience
Wells Fargo Bank, N.A. 1981 - 2011
Burlington County College August 1974 - January 1981
Skills
Loans, Commercial Banking, Customer Service, Organizational..., Banking, Mortgage Banking, Friendly Personality, Software Documentation, Credit, Time Management, Mortgage Lending, Small Business Lending, Commercial Lending, Consumer Lending, Loan Origination, Strong communication..., Working Experience, Retail Banking, Documentation, Quality Assurance, Financial Analysis
Education
Pemberton Township High School 1970 — 1974
Diploma, Business/Commerce, General
Burlington County College
Associate’s Degree, Legal Assistant/Paralegal
Wells Fargo Bank, N.A. 1981 - 2011
Burlington County College August 1974 - January 1981
Skills
Loans, Commercial Banking, Customer Service, Organizational..., Banking, Mortgage Banking, Friendly Personality, Software Documentation, Credit, Time Management, Mortgage Lending, Small Business Lending, Commercial Lending, Consumer Lending, Loan Origination, Strong communication..., Working Experience, Retail Banking, Documentation, Quality Assurance, Financial Analysis
Education
Pemberton Township High School 1970 — 1974
Diploma, Business/Commerce, General
Burlington County College
Associate’s Degree, Legal Assistant/Paralegal
Alex Rafalovich's Wells Fargo Bank, N.A. Experience December 1997 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Bank, N.A. December 1997 - June 2008
Matson Navigation Company June 1996 - December 1997
Integrated Systems Solutions Corporation (ISSC); IBM subsidiary January 1994 - January 1996
Southern Pacific Transportation Company April 1992 - December 1993
Skills
Analysis, Software Documentation, Programming, Visio, Testing
Education
Mathematical High School #116, Odessa, Ukraine
Odessa National 'I.I. Mecnikov' University
Bachelor of Science (B.S.) in Applied Mathematics and Computer Science
Wells Fargo Bank, N.A. December 1997 - June 2008
Matson Navigation Company June 1996 - December 1997
Integrated Systems Solutions Corporation (ISSC); IBM subsidiary January 1994 - January 1996
Southern Pacific Transportation Company April 1992 - December 1993
Skills
Analysis, Software Documentation, Programming, Visio, Testing
Education
Mathematical High School #116, Odessa, Ukraine
Odessa National 'I.I. Mecnikov' University
Bachelor of Science (B.S.) in Applied Mathematics and Computer Science
Marcela Negrete, MBA's Wells Fargo Bank, N.A. Experience March 2009 - May 2010
Job Global Business Professional
Industry Investment Management
Experience
Wells Fargo Asset Management (WFAM) - Wells Capital Management May 2010 - Present
Wells Fargo Bank, N.A. March 2009 - May 2010
Ameriprise Financial Services, Inc. March 2006 - December 2008
Skills
Financial Services, Client Liaison, Managing Accounts, Requirements Gathering, FINRA, SharePoint, Advent, Logistics, Project Coordination, SEC filings, Document Review, Procedure Development, Investments, Communication Skills, Project Management
Education
San Francisco State University 2013 — 2014
Master of Business Administration (MBA)
San Francisco State University 2000 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Institut d'Etudes Francaises pour Etudiants Etrangers 2002 — 2003
French Studies
Wells Fargo Asset Management (WFAM) - Wells Capital Management May 2010 - Present
Wells Fargo Bank, N.A. March 2009 - May 2010
Ameriprise Financial Services, Inc. March 2006 - December 2008
Skills
Financial Services, Client Liaison, Managing Accounts, Requirements Gathering, FINRA, SharePoint, Advent, Logistics, Project Coordination, SEC filings, Document Review, Procedure Development, Investments, Communication Skills, Project Management
Education
San Francisco State University 2013 — 2014
Master of Business Administration (MBA)
San Francisco State University 2000 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Institut d'Etudes Francaises pour Etudiants Etrangers 2002 — 2003
French Studies
Jessica Porch's Wells Fargo Bank, N.A. Experience February 2008 - June 2011
Job Banking Professional
Industry Banking
Experience
Wells Fargo Bank, N.A. February 2008 - June 2011
Wells Fargo Bank, N.A. 2008 - 2011
Education
San Jacinto College 2004 — 2005
Wells Fargo Bank, N.A. February 2008 - June 2011
Wells Fargo Bank, N.A. 2008 - 2011
Education
San Jacinto College 2004 — 2005
Sheri Schrock's Wells Fargo Bank, N.A. Experience September 2002 - August 2005
Job Senior Vice President & Fiduciary Legal Counsel at Bell State Bank & Trust
Industry Banking
Experience
Bell State Bank & Trust August 2005 - Present
Wells Fargo Bank, N.A. September 2002 - August 2005
Law Office of Sheri Gronhovd Schrock April 2000 - September 2002
Skills
Estate Planning, Trust & Estate..., Fiduciary Services, Regulation of Corporate..., Charitable Gift Planning, Business Succession..., Qualified Retirement..., Estate Administration, Wealth Management, Estate Tax Planning, Succession Planning
Education
University of Notre Dame Law School 1985 — 1988
Doctor of Law (JD), Law
The University of North Dakota 1981 — 1984
Bachelor of Arts (BA), Political Science and Government
Bell State Bank & Trust August 2005 - Present
Wells Fargo Bank, N.A. September 2002 - August 2005
Law Office of Sheri Gronhovd Schrock April 2000 - September 2002
Skills
Estate Planning, Trust & Estate..., Fiduciary Services, Regulation of Corporate..., Charitable Gift Planning, Business Succession..., Qualified Retirement..., Estate Administration, Wealth Management, Estate Tax Planning, Succession Planning
Education
University of Notre Dame Law School 1985 — 1988
Doctor of Law (JD), Law
The University of North Dakota 1981 — 1984
Bachelor of Arts (BA), Political Science and Government
Le Voir N. Lewis's Wells Fargo Bank, N.A. Experience December 2005 - January 2011
Job Lobby Teller at Hometown Bank Of Galveston
Industry Banking
Experience
Hometown Bank Of Galveston February 2015 - Present
Landry's Restaurants January 2011 - February 2015
Wells Fargo Bank, N.A. December 2005 - January 2011
Skills
Operating systems:..., Applications: MS..., Typing: 80 WPM, 70 ten key, Gehegan cold call...
Education
Texas A&M University 1996 — 1999
Biology/Biological Sciences, General
Ball High School 1992 — 1996
High School, Honors Program, 3.5 GPA
Hometown Bank Of Galveston February 2015 - Present
Landry's Restaurants January 2011 - February 2015
Wells Fargo Bank, N.A. December 2005 - January 2011
Skills
Operating systems:..., Applications: MS..., Typing: 80 WPM, 70 ten key, Gehegan cold call...
Education
Texas A&M University 1996 — 1999
Biology/Biological Sciences, General
Ball High School 1992 — 1996
High School, Honors Program, 3.5 GPA
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.