Wells Fargo Bank, N.A.
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. Customer service: 00 800 9564 4422 CEO: Timothy J. Sloan (12 Oct 2016–) Headquarters: San Francisco, California, United States Revenue: 88.39 billion USD (2017) Subsidiaries: Wells Fargo Advisors, Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
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1,272 Wells Fargo Bank, N.A. employees in database. Find out everything there's to know about Wells Fargo Bank, N.A. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Bank, N.A. Employees
Employee
Years
Job
Industry
Edward Licon, MBA Edward Licon, MBA's Wells Fargo Bank, N.A. Experience October 2012 - April 2015
Job Vice President Business Banking at Bank of the West
Industry Banking
Experience
Bank of the West May 2015 - Present
Wells Fargo Bank, N.A. October 2012 - April 2015
Capital Financial Consultants dba IA / Pharmachem Access January 2005 - December 2012
Bank of the West January 2005 - December 2008
Citi January 1999 - December 2004
Skills
Organizational..., Large Scale Change..., Strategic Financial..., Financial Analysis, Operational Due..., Underwriting, Enterprise Risk..., Quantitative Risk..., Business Strategy, Business Process..., Business Development, Business Planning, Relationship Management, Strategic Consulting, Investment Banking, Commercial Business..., Manufacturing..., Lean Manufacturing, Corporate Finance, Corporate Relationship..., Leadership, Finance, Financial Planning, Banking, Credit, Strategy, Loans, Commercial Lending, Risk Management
Education
The University of Texas at Austin
Master of Business Administration (MBA), Accounting and Finance
Bank of the West May 2015 - Present
Wells Fargo Bank, N.A. October 2012 - April 2015
Capital Financial Consultants dba IA / Pharmachem Access January 2005 - December 2012
Bank of the West January 2005 - December 2008
Citi January 1999 - December 2004
Skills
Organizational..., Large Scale Change..., Strategic Financial..., Financial Analysis, Operational Due..., Underwriting, Enterprise Risk..., Quantitative Risk..., Business Strategy, Business Process..., Business Development, Business Planning, Relationship Management, Strategic Consulting, Investment Banking, Commercial Business..., Manufacturing..., Lean Manufacturing, Corporate Finance, Corporate Relationship..., Leadership, Finance, Financial Planning, Banking, Credit, Strategy, Loans, Commercial Lending, Risk Management
Education
The University of Texas at Austin
Master of Business Administration (MBA), Accounting and Finance
JAY BRAXTON JAY BRAXTON's Wells Fargo Bank, N.A. Experience November 2012 - Present
Job Consumer & Small Business Banker | Brokerage Associate at Wells Fargo & Company
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Wells Fargo Bank, N.A. November 2012 - Present
Skills
Retail Banking, Finance, Account Management, Sales Management, Credit Management, Debt Management, Business Strategy, Amortization, Budgets, Time Value of Money, Microsoft Office, Team Management, Diamonds, Watches, Banking, Insurance, Financial Analysis, Customer Service, Relationship Management, Credit
Education
University of North Florida - College of Business Administration 2007 — 2010
BA, Finance & Accounting, General
Wells Fargo Advisors December 2013 - Present
Wells Fargo Bank, N.A. November 2012 - Present
Skills
Retail Banking, Finance, Account Management, Sales Management, Credit Management, Debt Management, Business Strategy, Amortization, Budgets, Time Value of Money, Microsoft Office, Team Management, Diamonds, Watches, Banking, Insurance, Financial Analysis, Customer Service, Relationship Management, Credit
Education
University of North Florida - College of Business Administration 2007 — 2010
BA, Finance & Accounting, General
Kristal Barney Kristal Barney's Wells Fargo Bank, N.A. Experience July 2007 - Present
Job Paralegal (Contracts, Technology and Transaction) at Wells Fargo
Industry Legal Services
Experience
E.C. Reems Community Service - A Journey to Success August 2014 - Present
Wells Fargo Bank, N.A. July 2007 - Present
Skills
SharePoint, Free and Open Source..., Web Content, Legal Research, Networking, Microsoft Office, Open Source Software, Leadership, Team Leadership, Nonprofits, Public Speaking, Research
Education
UC Berkeley 1998 — 2003
Bachelor of Arts (BA), Rhetoric with an emphasis in Public Discourse
E.C. Reems Community Service - A Journey to Success August 2014 - Present
Wells Fargo Bank, N.A. July 2007 - Present
Skills
SharePoint, Free and Open Source..., Web Content, Legal Research, Networking, Microsoft Office, Open Source Software, Leadership, Team Leadership, Nonprofits, Public Speaking, Research
Education
UC Berkeley 1998 — 2003
Bachelor of Arts (BA), Rhetoric with an emphasis in Public Discourse
Kirsten Weisser Kirsten Weisser's Wells Fargo Bank, N.A. Experience March 1985 - December 1997
Job Managing Director at Evercore Wealth Management
Industry Investment Management
Experience
Evercore Wealth Management, LLC May 2015 - Present
Mechanics Bank 2005 - December 2013
Mechanics Bank December 2012 - October 2013
U.S. Trust Company, N.A. 1997 - 2005
Wells Fargo Bank, N.A. March 1985 - December 1997
Skills
Bank Management, Risk Management, Wealth Management, Private Banking, Investment Management, Community Banking, Strategic Financial..., Mergers & Acquisitions, Strategic Planning, Banking, Commercial Lending, Commercial Banking, Investments, Leadership, Loans, Portfolio Management, Financial Services, Credit, Credit Analysis, Asset Management, Wealth, Business Planning, Small Business Lending, Specialties:..., Financial Planning
Education
University of California, Berkeley
A.B.
Evercore Wealth Management, LLC May 2015 - Present
Mechanics Bank 2005 - December 2013
Mechanics Bank December 2012 - October 2013
U.S. Trust Company, N.A. 1997 - 2005
Wells Fargo Bank, N.A. March 1985 - December 1997
Skills
Bank Management, Risk Management, Wealth Management, Private Banking, Investment Management, Community Banking, Strategic Financial..., Mergers & Acquisitions, Strategic Planning, Banking, Commercial Lending, Commercial Banking, Investments, Leadership, Loans, Portfolio Management, Financial Services, Credit, Credit Analysis, Asset Management, Wealth, Business Planning, Small Business Lending, Specialties:..., Financial Planning
Education
University of California, Berkeley
A.B.
Courtney Westhoff Courtney Westhoff's Wells Fargo Bank, N.A. Experience September 2012 - January 2014
Job Regional Bank Recruiting Wells Fargo
Industry Human Resources
Experience
Wells Fargo January 2014 - September 2015
Wells Fargo Bank, N.A. September 2012 - January 2014
Perry Homes - A Trusted Texas Builder For Over 45 Years April 2010 - September 2012
Amegy Bank January 2006 - May 2009
David Weekley Homes June 2003 - December 2005
Skills
Sales Recruitment, College Recruiting, Recruitment Advertising, HRIS, Applicant Tracking..., Sourcing, Scheduling, New Hire Orientation, Offer Development, New Hire Orientations, Process Scheduler, Recruiting, Screening, Banking, Retail Banking, Financial Services, Training, Management, Onboarding
Education
University of Houston
Communications/Nutrition
Wells Fargo January 2014 - September 2015
Wells Fargo Bank, N.A. September 2012 - January 2014
Perry Homes - A Trusted Texas Builder For Over 45 Years April 2010 - September 2012
Amegy Bank January 2006 - May 2009
David Weekley Homes June 2003 - December 2005
Skills
Sales Recruitment, College Recruiting, Recruitment Advertising, HRIS, Applicant Tracking..., Sourcing, Scheduling, New Hire Orientation, Offer Development, New Hire Orientations, Process Scheduler, Recruiting, Screening, Banking, Retail Banking, Financial Services, Training, Management, Onboarding
Education
University of Houston
Communications/Nutrition
Andrew Riddell Andrew Riddell's Wells Fargo Bank, N.A. Experience May 2011 - Present
Job Kenai Peninsula Regional Business Banking Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. May 2011 - Present
Wells Fargo October 2003 - Present
Education
The University of Queensland
International study abroad / Australia
Universidad del pais Vasco
International study abroad / Spain
Vanguard University of Southern California
Bachelor of Business Administration (BBA)
Wells Fargo Bank, N.A. May 2011 - Present
Wells Fargo October 2003 - Present
Education
The University of Queensland
International study abroad / Australia
Universidad del pais Vasco
International study abroad / Spain
Vanguard University of Southern California
Bachelor of Business Administration (BBA)
Pamela V Korn Pamela V Korn's Wells Fargo Bank, N.A. Experience June 2015 - Present
Job Credit Analyst Business Banking at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2015 - Present
American Enterprise Bank of Florida September 2013 - May 2015
High Energy Dog Walking August 2008 - September 2013
American Enterprise Bank of Florida April 2004 - May 2008
Business Development Corporation of Northeast Florida May 2002 - May 2004
Skills
New Business Development, Financial Analysis, Leadership, Banking, Customer Service, Accounting, Loans, Sales, Business Development, Business Analysis, Small Business, Credit, Commercial Lending, Portfolio Management, Management, Strategic Planning, Finance, Team Building, Commercial Banking, Credit Analysis
Education
University of Toronto 1977 — 1979
Master of Business Administration (MBA), Finance, General
SUNY Albany 1974 — 1974
Bachelor of Arts (B.A.), Psychology
Wells Fargo Bank, N.A. June 2015 - Present
American Enterprise Bank of Florida September 2013 - May 2015
High Energy Dog Walking August 2008 - September 2013
American Enterprise Bank of Florida April 2004 - May 2008
Business Development Corporation of Northeast Florida May 2002 - May 2004
Skills
New Business Development, Financial Analysis, Leadership, Banking, Customer Service, Accounting, Loans, Sales, Business Development, Business Analysis, Small Business, Credit, Commercial Lending, Portfolio Management, Management, Strategic Planning, Finance, Team Building, Commercial Banking, Credit Analysis
Education
University of Toronto 1977 — 1979
Master of Business Administration (MBA), Finance, General
SUNY Albany 1974 — 1974
Bachelor of Arts (B.A.), Psychology
Joe Whitehead Joe Whitehead's Wells Fargo Bank, N.A. Experience June 1993 - August 1995
Job Financial Sales Representative at Regions Financial Corporation
Industry Information Technology and Services
Experience
Regions Financial Corporation November 2013 - Present
Alabama Army National Guard August 2010 - Present
Life Plus 2010 - 2014
Ricoh Americas Corporation January 2008 - October 2013
Fitness Systems, Inc January 2004 - September 2007
Infirmary Health Systems October 2000 - December 2003
IMF Facility September 1999 - September 2000
APTA HealthActions September 1995 - August 1999
Wells Fargo Bank, N.A. June 1993 - August 1995
Skills
Direct Sales, Solution Selling, Sales Presentations, Account Management, Salesforce.com, Sales, Sales Process, Cold Calling, New Business Development, Management, Sales Operations, B2B, Leadership
Education
University of South Alabama
Master of Science, Exercise Physiology
University of California, Davis 1989 — 1993
BA, Economics
Regions Financial Corporation November 2013 - Present
Alabama Army National Guard August 2010 - Present
Life Plus 2010 - 2014
Ricoh Americas Corporation January 2008 - October 2013
Fitness Systems, Inc January 2004 - September 2007
Infirmary Health Systems October 2000 - December 2003
IMF Facility September 1999 - September 2000
APTA HealthActions September 1995 - August 1999
Wells Fargo Bank, N.A. June 1993 - August 1995
Skills
Direct Sales, Solution Selling, Sales Presentations, Account Management, Salesforce.com, Sales, Sales Process, Cold Calling, New Business Development, Management, Sales Operations, B2B, Leadership
Education
University of South Alabama
Master of Science, Exercise Physiology
University of California, Davis 1989 — 1993
BA, Economics
Dana Dickson Dana Dickson's Wells Fargo Bank, N.A. Experience October 2014 - Present
Job Commercial Relationship Associate at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. October 2014 - Present
Wells Fargo February 2013 - October 2014
Wells Fargo October 2007 - February 2013
Wells Fargo 2003 - 2007
Skills
Customer Service, Project Management, Loans, Banking, Outlook, Account Management, Financial Modeling, Microsoft Office, Investments, Insurance, Finance, Sales, Microsoft Word, Financial Analysis, Microsoft Excel, PowerPoint, Accounting, Credit, Team Building, Risk Management, Strategic Planning, Access, New Business Development, Marketing, Salesforce.com, Data Analysis, Leadership, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing and Entrepreneurship
Wells Fargo Bank, N.A. October 2014 - Present
Wells Fargo February 2013 - October 2014
Wells Fargo October 2007 - February 2013
Wells Fargo 2003 - 2007
Skills
Customer Service, Project Management, Loans, Banking, Outlook, Account Management, Financial Modeling, Microsoft Office, Investments, Insurance, Finance, Sales, Microsoft Word, Financial Analysis, Microsoft Excel, PowerPoint, Accounting, Credit, Team Building, Risk Management, Strategic Planning, Access, New Business Development, Marketing, Salesforce.com, Data Analysis, Leadership, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Marketing and Entrepreneurship
Hailey Sinder Hailey Sinder's Wells Fargo Bank, N.A. Experience August 2013 - November 2014
Job Premier Banker and Brokerage Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo Bank, N.A. August 2013 - November 2014
Wells Fargo Bank, N.A. August 2012 - July 2013
Wells Fargo Bank, N. A. August 2011 - July 2012
Skills
Cross Selling, Banking, Retail Banking, Relationship Management, Deposits, Customer Service, Loans, Consumer Lending, Human Resources, Customer Relations, Sales Process, Selling, Solution Selling, Creative Problem Solving, Finance, Financial Services, Money Management, Building Relationships, Risk Assessment, Credit Management, Credit Analysis, Investments, Retirement Planning, Referrals, Sales
Education
University of California, Santa Cruz 2007 — 2011
BA, Business Management Economics, Minor In History
Wells Fargo November 2014 - Present
Wells Fargo Bank, N.A. August 2013 - November 2014
Wells Fargo Bank, N.A. August 2012 - July 2013
Wells Fargo Bank, N. A. August 2011 - July 2012
Skills
Cross Selling, Banking, Retail Banking, Relationship Management, Deposits, Customer Service, Loans, Consumer Lending, Human Resources, Customer Relations, Sales Process, Selling, Solution Selling, Creative Problem Solving, Finance, Financial Services, Money Management, Building Relationships, Risk Assessment, Credit Management, Credit Analysis, Investments, Retirement Planning, Referrals, Sales
Education
University of California, Santa Cruz 2007 — 2011
BA, Business Management Economics, Minor In History
Gloria Thomas Gloria Thomas's Wells Fargo Bank, N.A. Experience
Job Vice President, Communication Consultant, Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A.
Skills
Public Speaking, Microsoft Excel, Banking, Strategic Planning, Microsoft Office, Team Building, Leadership, Event Planning, Customer Service, Financial Services, Microsoft Word, Social Media, Project Management, Nonprofits, Event Management, Process Improvement
Education
University of Houston 1976 — 1979
Accounting
Wells Fargo Bank, N.A.
Skills
Public Speaking, Microsoft Excel, Banking, Strategic Planning, Microsoft Office, Team Building, Leadership, Event Planning, Customer Service, Financial Services, Microsoft Word, Social Media, Project Management, Nonprofits, Event Management, Process Improvement
Education
University of Houston 1976 — 1979
Accounting
Jose M Ruiz Jose M Ruiz's Wells Fargo Bank, N.A. Experience May 2006 - April 2010
Job Gas Scheduling and Operations Analyst at Pro Energy Solutions
Industry Oil & Energy
Experience
Pro Energy Solutions July 2014 - Present
Shell Trading October 2012 - July 2014
Bank of New York Mellon June 2012 - October 2012
JPMorgan Chase & Co. February 2012 - July 2012
Amegy Bank of Texas April 2010 - February 2012
Wells Fargo Bank, N.A. May 2006 - April 2010
Skills
Banking, Global Payments, Oil Lease Administration, Financial Analysis, T&L, Cash Flow, Microsoft Excel, Access Database, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Trading, Corporate Trust, Logistic Support, Trucking, Crude Pipeline, Customer Service, Analysis, Finance, Risk Management, Access, Credit
Education
University of Houston, C.T. Bauer College of Business 2005 — 2011
Bachelor of Business Administration (BBA); Minor: Marketing, Business Administration and Management, General
Pro Energy Solutions July 2014 - Present
Shell Trading October 2012 - July 2014
Bank of New York Mellon June 2012 - October 2012
JPMorgan Chase & Co. February 2012 - July 2012
Amegy Bank of Texas April 2010 - February 2012
Wells Fargo Bank, N.A. May 2006 - April 2010
Skills
Banking, Global Payments, Oil Lease Administration, Financial Analysis, T&L, Cash Flow, Microsoft Excel, Access Database, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Trading, Corporate Trust, Logistic Support, Trucking, Crude Pipeline, Customer Service, Analysis, Finance, Risk Management, Access, Credit
Education
University of Houston, C.T. Bauer College of Business 2005 — 2011
Bachelor of Business Administration (BBA); Minor: Marketing, Business Administration and Management, General
LaPrie Townsend LaPrie Townsend's Wells Fargo Bank, N.A. Experience August 2005 - December 2012
Job Principal Consultant at CRG Solutions, LLC
Industry Management Consulting
Experience
CRG Solutions, LLC February 2010 - Present
Wingspan Portfolio Advisors January 2013 - July 2013
Wells Fargo Bank, N.A. August 2005 - December 2012
Skills
Loans, Credit, Banking, Strategic Planning, Financial Analysis, Team Building, Customer Service, Management, Finance, Consumer Lending, Loan Origination, Mortgage Banking, Microsoft Office, Refinance, VA loans, FHA, USDA, FHA financing, Home Equity Loans, Small Business Lending, Branch Management, Cross Selling, Microsoft Excel, Competitive Analysis, Business Strategy, New Business Development, Business Analysis, Business Process..., Government Contracting, Government Procurement, Federal Government, Municipal Management, Human Resources, Texas Notary
Education
University of Phoenix 2010 — 2013
Bachelor of Science, Business Management
Thomas Edison State College 2001 — 2006
Bachelor Of Science, Administration of Justice
CRG Solutions, LLC February 2010 - Present
Wingspan Portfolio Advisors January 2013 - July 2013
Wells Fargo Bank, N.A. August 2005 - December 2012
Skills
Loans, Credit, Banking, Strategic Planning, Financial Analysis, Team Building, Customer Service, Management, Finance, Consumer Lending, Loan Origination, Mortgage Banking, Microsoft Office, Refinance, VA loans, FHA, USDA, FHA financing, Home Equity Loans, Small Business Lending, Branch Management, Cross Selling, Microsoft Excel, Competitive Analysis, Business Strategy, New Business Development, Business Analysis, Business Process..., Government Contracting, Government Procurement, Federal Government, Municipal Management, Human Resources, Texas Notary
Education
University of Phoenix 2010 — 2013
Bachelor of Science, Business Management
Thomas Edison State College 2001 — 2006
Bachelor Of Science, Administration of Justice
Dustin Neyra Dustin Neyra's Wells Fargo Bank, N.A. Experience October 2007 - December 2008
Job Principal, Community Manager at NTX Management Group, LLC
Industry Financial Services
Experience
NTX Management Group June 2014 - Present
Homeward Residential, Inc. January 2014 - Present
Gateway Mortgage Group May 2013 - December 2013
Nationstar Mortgage June 2012 - May 2013
Financemyhome.com August 2011 - May 2012
Bank of America Home Loans January 2009 - July 2011
Wells Fargo Bank, N.A. October 2007 - December 2008
Wells Fargo Bank, N.A. January 2005 - October 2007
Skills
Homeowner Association..., Community Associations, Association Management, HOA, Collections Management, Communication, Homeowners, Budgeting, Budget Management, Vendor Management, Maintenance Management, Process Improvement, Lean Management, Continuous Improvement, Mortgage Lending, Loans, Refinance, Mortgage Banking, Sales, Sales Management, Operations Management, Sales Operations, Inside Sales, Operational Efficiency, CRM, Credit, Home Equity Loans, Loan Origination, Finance, Commercial Mortgages, Call Centers, Residential Mortgages, Financial Services, Real Estate Financing, Banking, Underwriting
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Integrated Supply Chain and Operations Management
University of North Texas 2000 — 2004
Finance
NTX Management Group June 2014 - Present
Homeward Residential, Inc. January 2014 - Present
Gateway Mortgage Group May 2013 - December 2013
Nationstar Mortgage June 2012 - May 2013
Financemyhome.com August 2011 - May 2012
Bank of America Home Loans January 2009 - July 2011
Wells Fargo Bank, N.A. October 2007 - December 2008
Wells Fargo Bank, N.A. January 2005 - October 2007
Skills
Homeowner Association..., Community Associations, Association Management, HOA, Collections Management, Communication, Homeowners, Budgeting, Budget Management, Vendor Management, Maintenance Management, Process Improvement, Lean Management, Continuous Improvement, Mortgage Lending, Loans, Refinance, Mortgage Banking, Sales, Sales Management, Operations Management, Sales Operations, Inside Sales, Operational Efficiency, CRM, Credit, Home Equity Loans, Loan Origination, Finance, Commercial Mortgages, Call Centers, Residential Mortgages, Financial Services, Real Estate Financing, Banking, Underwriting
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Integrated Supply Chain and Operations Management
University of North Texas 2000 — 2004
Finance
BRENDA ENCINAS BRENDA ENCINAS's Wells Fargo Bank, N.A. Experience February 2006 - October 2010
Job Business Banker
Industry Banking
Experience
Wells Fargo Bank July 2012 - Present
Wells Fargo Bank October 2010 - July 2012
Wells Fargo Bank, N.A. February 2006 - October 2010
Enterprise Rent-A-Car June 2004 - February 2006
Skills
Spanish, Brazilian Portuguese
Education
UC Santa Barbara 1998 — 2003
Portuguese, Portuguese
Wells Fargo Bank July 2012 - Present
Wells Fargo Bank October 2010 - July 2012
Wells Fargo Bank, N.A. February 2006 - October 2010
Enterprise Rent-A-Car June 2004 - February 2006
Skills
Spanish, Brazilian Portuguese
Education
UC Santa Barbara 1998 — 2003
Portuguese, Portuguese
Desiree Washington Desiree Washington's Wells Fargo Bank, N.A. Experience June 2010 - May 2011
Job Service Delivery and Business Operations Analyst at Discover Financial Services
Industry Banking
Experience
Discover Financial Services July 2013 - Present
Discover Financial Services June 2012 - June 2013
Wells Fargo May 2011 - May 2012
Wells Fargo Bank, N.A. June 2010 - May 2011
Wells Fargo September 2008 - June 2010
Skills
Customer Service, Workflow Analysis, Data Analysis, Microsoft Office, Coaching, Staff Training, System Testing, System Integration..., Process Improvement, Productivity Improvement, Legal Compliance, Operations Research, Research, Client Services, Timeliness, Confidentiality, Investments, Operations, Internal Audit, Audit
Education
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Arts, Antrhopology
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Arts (B.A.), Cultural Anthropology
Discover Financial Services July 2013 - Present
Discover Financial Services June 2012 - June 2013
Wells Fargo May 2011 - May 2012
Wells Fargo Bank, N.A. June 2010 - May 2011
Wells Fargo September 2008 - June 2010
Skills
Customer Service, Workflow Analysis, Data Analysis, Microsoft Office, Coaching, Staff Training, System Testing, System Integration..., Process Improvement, Productivity Improvement, Legal Compliance, Operations Research, Research, Client Services, Timeliness, Confidentiality, Investments, Operations, Internal Audit, Audit
Education
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Arts, Antrhopology
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Arts (B.A.), Cultural Anthropology
Erica Whittaker Erica Whittaker's Wells Fargo Bank, N.A. Experience May 2011 - March 2014
Job Service Manager II for Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo March 2014 - December 2014
Wells Fargo Bank, N.A. May 2011 - March 2014
Texas Roadhouse August 2008 - February 2013
LEGO Group January 2011 - October 2012
Skills
Customer Service, Sales, Leadership, Microsoft Excel, Time Management, PowerPoint, Banking, Microsoft Office, Marketing, Microsoft Word, Customer Satisfaction, Team Leadership, Teamwork, SPSS, Qualtrics, Financial Services, Social Media
Education
University of North Carolina at Charlotte 2008 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Marketing
East Gaston High School 2004 — 2008
Wells Fargo December 2014 - Present
Wells Fargo March 2014 - December 2014
Wells Fargo Bank, N.A. May 2011 - March 2014
Texas Roadhouse August 2008 - February 2013
LEGO Group January 2011 - October 2012
Skills
Customer Service, Sales, Leadership, Microsoft Excel, Time Management, PowerPoint, Banking, Microsoft Office, Marketing, Microsoft Word, Customer Satisfaction, Team Leadership, Teamwork, SPSS, Qualtrics, Financial Services, Social Media
Education
University of North Carolina at Charlotte 2008 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Marketing
East Gaston High School 2004 — 2008
Justin Eve Justin Eve's Wells Fargo Bank, N.A. Experience October 2010 - February 2011
Job Senior Investment Data Analyst at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price May 2012 - Present
Standard & Poor's February 2011 - May 2012
Wells Fargo Bank, N.A. October 2010 - February 2011
Wells Fargo Bank, N.A. March 2008 - February 2011
Wells Fargo Bank, N.A. November 2006 - March 2008
Wells Fargo Bank, N.A. July 2006 - November 2006
Fastenal May 2006 - July 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Client Service, Reconciliation, Trend Analysis, Data Analysis, Database Management, C#, VBA, SQL, T-SQL, SQL Server, SSRS, PgSQL, PL/SQL, Databases, Data Mining, Visual Studio, Microsoft Office, Account Reconciliation, Fixed Income, Microsoft SQL Server
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland College Park 2002 — 2006
Bachelor of Arts, Economics
T. Rowe Price May 2012 - Present
Standard & Poor's February 2011 - May 2012
Wells Fargo Bank, N.A. October 2010 - February 2011
Wells Fargo Bank, N.A. March 2008 - February 2011
Wells Fargo Bank, N.A. November 2006 - March 2008
Wells Fargo Bank, N.A. July 2006 - November 2006
Fastenal May 2006 - July 2006
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Client Service, Reconciliation, Trend Analysis, Data Analysis, Database Management, C#, VBA, SQL, T-SQL, SQL Server, SSRS, PgSQL, PL/SQL, Databases, Data Mining, Visual Studio, Microsoft Office, Account Reconciliation, Fixed Income, Microsoft SQL Server
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Maryland College Park 2002 — 2006
Bachelor of Arts, Economics
Deborah Fuetsch's Wells Fargo Bank, N.A. Experience September 2000 - Present
Job Senior Vice President, Senior Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. September 2000 - Present
First Independent Bank September 1999 - September 2000
Bayer Brown Bauserman Advertising September 1995 - July 1999
First Interstate Bank August 1989 - September 1995
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Treasury Management, Banking, Cash Management, Credit, Finance, Loans, Leadership, Portfolio Management, Financial Analysis, Risk Management, Small Business Lending, Wealth Management, Underwriting, Financial Modeling, Strategic Financial..., Marketing, Management, Budgets, Customer Service, Strategic Planning, Relationship Managment, Community Outreach, Special Events..., Financial Planning
Education
University of Nevada, Reno 1980 — 1984
Bachelor's degree, Business Administration/ Marketing Emphasis
University of Nevada-Reno 1980 — 1984
Bachelor of Business Administration (BBA), Marketing
Wells Fargo Bank, N.A. September 2000 - Present
First Independent Bank September 1999 - September 2000
Bayer Brown Bauserman Advertising September 1995 - July 1999
First Interstate Bank August 1989 - September 1995
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Treasury Management, Banking, Cash Management, Credit, Finance, Loans, Leadership, Portfolio Management, Financial Analysis, Risk Management, Small Business Lending, Wealth Management, Underwriting, Financial Modeling, Strategic Financial..., Marketing, Management, Budgets, Customer Service, Strategic Planning, Relationship Managment, Community Outreach, Special Events..., Financial Planning
Education
University of Nevada, Reno 1980 — 1984
Bachelor's degree, Business Administration/ Marketing Emphasis
University of Nevada-Reno 1980 — 1984
Bachelor of Business Administration (BBA), Marketing
Samuel Garcia's Wells Fargo Bank, N.A. Experience September 2011 - January 2013
Job Operations Manager Ledvora Brokerage Team | National Retail Group
Industry Commercial Real Estate
Experience
Marcus & Millichap September 2014 - Present
Koin Raise March 2014 - September 2014
SoftRock October 2013 - March 2014
Bankers Life and Casualty Company April 2013 - October 2013
Wells Fargo Bank, N.A. September 2011 - January 2013
Dillards June 2010 - June 2012
Kiehl's Since 1851 February 2008 - May 2010
Skills
Brand Development, Sales, Marketing, Social Media Marketing, Event Planning, Social Media, Advertising, Marketing Strategy, Social Networking, Event Management, Account Management, Marketing Communications, Public Relations, Facebook, Retail, Sales Management, Customer Service, Online Marketing, Strategic Planning, New Business Development, Market Research, Email Marketing, Time Management, Relationship Building
Education
University of Central Florida 2006 — 2010
BS, Business Administration & Minor in Marketing, Business and Marketing
Fernandina beach high school 2002 — 2006
Marcus & Millichap September 2014 - Present
Koin Raise March 2014 - September 2014
SoftRock October 2013 - March 2014
Bankers Life and Casualty Company April 2013 - October 2013
Wells Fargo Bank, N.A. September 2011 - January 2013
Dillards June 2010 - June 2012
Kiehl's Since 1851 February 2008 - May 2010
Skills
Brand Development, Sales, Marketing, Social Media Marketing, Event Planning, Social Media, Advertising, Marketing Strategy, Social Networking, Event Management, Account Management, Marketing Communications, Public Relations, Facebook, Retail, Sales Management, Customer Service, Online Marketing, Strategic Planning, New Business Development, Market Research, Email Marketing, Time Management, Relationship Building
Education
University of Central Florida 2006 — 2010
BS, Business Administration & Minor in Marketing, Business and Marketing
Fernandina beach high school 2002 — 2006
Jack C. Ansley Jack C. Ansley's Wells Fargo Bank, N.A. Experience May 2011 - Present
Job AVP, Regional Services Advisor at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. May 2011 - Present
Wells Fargo Bank, N.A. March 2010 - May 2011
Wells Fargo Bank, N.A. December 2005 - March 2010
First Savings Bank August 1999 - December 2005
Skills
Loans, Small Business Lending, Credit, Underwriting, Commercial Banking, Financial Analysis, Portfolio Management, Credit Analysis, Construction Loans, Mortgage Lending, Financial Services, Process Improvement, Mortgage Banking, Strategic Planning, Relationship Management, Loan Origination, Leadership Development, Business Analysis, Analysis, Compliance Procedures, Operational Risk..., Risk Management..., Training
Education
The University of Texas at El Paso
Coursework, Business Administration / Finance
Wells Fargo Bank, N.A. May 2011 - Present
Wells Fargo Bank, N.A. March 2010 - May 2011
Wells Fargo Bank, N.A. December 2005 - March 2010
First Savings Bank August 1999 - December 2005
Skills
Loans, Small Business Lending, Credit, Underwriting, Commercial Banking, Financial Analysis, Portfolio Management, Credit Analysis, Construction Loans, Mortgage Lending, Financial Services, Process Improvement, Mortgage Banking, Strategic Planning, Relationship Management, Loan Origination, Leadership Development, Business Analysis, Analysis, Compliance Procedures, Operational Risk..., Risk Management..., Training
Education
The University of Texas at El Paso
Coursework, Business Administration / Finance
Valerie DiGennaro Valerie DiGennaro's Wells Fargo Bank, N.A. Experience July 2002 - October 2012
Job Managing Partner at Seabridge Wealth Management, LLC
Industry Banking
Experience
Seabridge Wealth Management, LLC June 2015 - Present
Cadence Bank, N.A. April 2013 - May 2015
Citi October 2012 - April 2013
Wells Fargo Bank, N.A. July 2002 - October 2012
Kforce June 1999 - January 2002
Bank of America June 1997 - June 1999
Skills
Banking, Treasury Management, Commercial Banking, Credit, Commercial Lending, Cash Management, Working Capital..., Loans, Relationship Management, Asset Based Lending, Credit Analysis, Lines Of Credit, Strategic Financial..., Finance, Middle Market, Small Business Lending, Private Equity, Accounting, Portfolio Management, Commercial Mortgages, Loan Origination, Financial Analysis, Credit Risk, Consumer Lending, Financial Services, Underwriting, Financial Risk, Investments
Education
University of Florida - Hough Graduate School of Business 1994 — 1996
MBA, Dual focus: Marketing and Strategic Management
University of Florida 1989 — 1993
B.S., Public Relations/Business Administration
Gaither High School
Seabridge Wealth Management, LLC June 2015 - Present
Cadence Bank, N.A. April 2013 - May 2015
Citi October 2012 - April 2013
Wells Fargo Bank, N.A. July 2002 - October 2012
Kforce June 1999 - January 2002
Bank of America June 1997 - June 1999
Skills
Banking, Treasury Management, Commercial Banking, Credit, Commercial Lending, Cash Management, Working Capital..., Loans, Relationship Management, Asset Based Lending, Credit Analysis, Lines Of Credit, Strategic Financial..., Finance, Middle Market, Small Business Lending, Private Equity, Accounting, Portfolio Management, Commercial Mortgages, Loan Origination, Financial Analysis, Credit Risk, Consumer Lending, Financial Services, Underwriting, Financial Risk, Investments
Education
University of Florida - Hough Graduate School of Business 1994 — 1996
MBA, Dual focus: Marketing and Strategic Management
University of Florida 1989 — 1993
B.S., Public Relations/Business Administration
Gaither High School
Kelly Swenson's Wells Fargo Bank, N.A. Experience July 2013 - Present
Job Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. July 2013 - Present
Skills
Credit Analysis, Portfolio Management, Commercial Lending, Finance, Commercial Banking, Underwriting, Financial Analysis, Banking, Team Building, Building Relationships, Communication, Project Coordination, Credit, Loans, Middle Market
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, International Business
Università Commerciale 'Luigi Bocconi' 2008 — 2008
International Business, International Business/Trade/Commerce
Wells Fargo Bank, N.A. July 2013 - Present
Skills
Credit Analysis, Portfolio Management, Commercial Lending, Finance, Commercial Banking, Underwriting, Financial Analysis, Banking, Team Building, Building Relationships, Communication, Project Coordination, Credit, Loans, Middle Market
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, International Business
Università Commerciale 'Luigi Bocconi' 2008 — 2008
International Business, International Business/Trade/Commerce
Reshama McGovern Reshama McGovern's Wells Fargo Bank, N.A. Experience 2010 - 2011
Job Vice President, Bank of America Merrill Lynch Global Commercial Banking
Industry Banking
Experience
Bank of America Merrill Lynch 2014 - Present
Fifth Third Bank June 2011 - July 2013
Wells Fargo Bank, N.A. 2010 - 2011
Skills
Commercial Banking, International Sales, Mergers & Acquisitions, Customer Service, Underwriting, Process Improvement, Global/International..., Trade Finance, Treasury Management,..., Credit/Lending, Sales & Marketing..., New Business Development, Relationship Management
Education
University of Georgia
Bachelor's degree, Marketing
University of Georgia - Terry College of Business
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Bank of America Merrill Lynch 2014 - Present
Fifth Third Bank June 2011 - July 2013
Wells Fargo Bank, N.A. 2010 - 2011
Skills
Commercial Banking, International Sales, Mergers & Acquisitions, Customer Service, Underwriting, Process Improvement, Global/International..., Trade Finance, Treasury Management,..., Credit/Lending, Sales & Marketing..., New Business Development, Relationship Management
Education
University of Georgia
Bachelor's degree, Marketing
University of Georgia - Terry College of Business
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Lauren Ruiz Lauren Ruiz's Wells Fargo Bank, N.A. Experience August 2010 - July 2015
Job Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. August 2010 - July 2015
Deloitte September 2008 - August 2010
Hill Country Home Health February 2006 - May 2007
Skills
Certified Public..., Accounting, Auditing, Banking, CPA, Corporate Finance, Due Diligence, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Internal Controls, Risk Management, Valuation
Education
The University of Texas at Austin 2007 — 2008
Master's degree, Accounting
The University of Texas at Austin 2002 — 2005
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank, N.A. August 2010 - July 2015
Deloitte September 2008 - August 2010
Hill Country Home Health February 2006 - May 2007
Skills
Certified Public..., Accounting, Auditing, Banking, CPA, Corporate Finance, Due Diligence, Financial Analysis, Finance, Financial Modeling, Financial Reporting, Internal Controls, Risk Management, Valuation
Education
The University of Texas at Austin 2007 — 2008
Master's degree, Accounting
The University of Texas at Austin 2002 — 2005
Bachelor of Arts (B.A.), Economics
Greg Kertman Greg Kertman's Wells Fargo Bank, N.A. Experience May 2003 - November 2008
Job AVP, Commercial Banking at Alliance Bank of Arizona
Industry Banking
Experience
Alliance Bank of Arizona July 2014 - Present
Guild Mortgage Company October 2013 - June 2014
JPMorgan Chase Bank, N.A. January 2009 - September 2013
Wells Fargo Bank, N.A. May 2003 - November 2008
Hansen Family Interests May 2001 - September 2002
Skills
Commercial Banking, Credit, Commercial Lending, Credit Risk, Underwriting, Credit Analysis, Risk Management, Financial Analysis, Commercial Real Estate, Financial Structuring, Portfolio Management, Asset Based Lending, Corporate Finance, Mortgage Banking, Mortgage Lending, Loans, Banking, Residential Mortgages, Loan Origination, Real Estate Financing, Sales, Investments, Real Estate, Real Estate Economics, Business Development, Middle Market, Enterprise Valuation
Education
University of Arizona 1998 — 2002
Bachelors, Finance
Alliance Bank of Arizona July 2014 - Present
Guild Mortgage Company October 2013 - June 2014
JPMorgan Chase Bank, N.A. January 2009 - September 2013
Wells Fargo Bank, N.A. May 2003 - November 2008
Hansen Family Interests May 2001 - September 2002
Skills
Commercial Banking, Credit, Commercial Lending, Credit Risk, Underwriting, Credit Analysis, Risk Management, Financial Analysis, Commercial Real Estate, Financial Structuring, Portfolio Management, Asset Based Lending, Corporate Finance, Mortgage Banking, Mortgage Lending, Loans, Banking, Residential Mortgages, Loan Origination, Real Estate Financing, Sales, Investments, Real Estate, Real Estate Economics, Business Development, Middle Market, Enterprise Valuation
Education
University of Arizona 1998 — 2002
Bachelors, Finance
Barrett Matthews Barrett Matthews's Wells Fargo Bank, N.A. Experience August 2004 - January 2006
Job Real Estate Attorney, Board Certified
Industry Financial Services
Experience
Self Employed January 2012 - Present
MidFirst Bank October 2010 - January 2012
Barrett G. Matthews, J.D. January 2008 - October 2010
Undisclosed November 2006 - January 2008
Wells Fargo Bank, N.A. August 2004 - January 2006
Local Federal Bank/Local Oklahoma Bank June 1994 - May 2004
Federal Deposit Insurance Corporation February 1991 - June 1994
Gill Savings Association February 1981 - October 1990
Education
University of Houston Law Center
Juris Doctor
University of Miami
Bachelor of Arts (B.A.), Politics and Public Affairs/History
Self Employed January 2012 - Present
MidFirst Bank October 2010 - January 2012
Barrett G. Matthews, J.D. January 2008 - October 2010
Undisclosed November 2006 - January 2008
Wells Fargo Bank, N.A. August 2004 - January 2006
Local Federal Bank/Local Oklahoma Bank June 1994 - May 2004
Federal Deposit Insurance Corporation February 1991 - June 1994
Gill Savings Association February 1981 - October 1990
Education
University of Houston Law Center
Juris Doctor
University of Miami
Bachelor of Arts (B.A.), Politics and Public Affairs/History
Lynn Nieves's Wells Fargo Bank, N.A. Experience June 2008 - Present
Job
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2008 - Present
Bank of America 1996 - 2008
Skills
Loans, Retail Banking, Commercial Banking, Banking, Small Business Lending, Treasury Services, Credit, Portfolio Management, Commercial Lending, Relationship Management, Risk Management, Treasury Management, Cash Management, Credit Analysis, Management, Process Improvement, Strategic Planning
Education
University of Central Florida 1993 — 1996
MBA
Wells Fargo Bank, N.A. June 2008 - Present
Bank of America 1996 - 2008
Skills
Loans, Retail Banking, Commercial Banking, Banking, Small Business Lending, Treasury Services, Credit, Portfolio Management, Commercial Lending, Relationship Management, Risk Management, Treasury Management, Cash Management, Credit Analysis, Management, Process Improvement, Strategic Planning
Education
University of Central Florida 1993 — 1996
MBA
David K. Cho David K. Cho's Wells Fargo Bank, N.A. Experience January 1987 - May 1994
Job
Industry Banking
Experience
Wells Fargo July 2013 - Present
HSBC March 2011 - February 2013
JPMorgan Chase August 2008 - February 2011
Citi April 2007 - August 2008
Chemfocus LLC August 2002 - August 2006
Enron April 2001 - December 2001
Chematch / Chemconnect April 2000 - April 2001
Samsung May 1996 - April 2000
Halliburton / Landmark Graphics June 1995 - May 1996
Wells Fargo Bank, N.A. January 1987 - May 1994
Skills
Commercial Banking, Credit, Banking, Treasury Management, Portfolio Management, Trading, Trade Finance, Derivatives, Finance, FX Options, Relationship Management, Loans, Credit Analysis, Commodity, Credit Risk, Mergers & Acquisitions, Financial Risk, Commercial Lending, Management, Business Development
Education
Thunderbird School of Global Management 1994 — 1996
MBA
Escuela Campo Alegre de Caracas
Fork Union Military Academy
Massanutten Military Academy
Wells Fargo July 2013 - Present
HSBC March 2011 - February 2013
JPMorgan Chase August 2008 - February 2011
Citi April 2007 - August 2008
Chemfocus LLC August 2002 - August 2006
Enron April 2001 - December 2001
Chematch / Chemconnect April 2000 - April 2001
Samsung May 1996 - April 2000
Halliburton / Landmark Graphics June 1995 - May 1996
Wells Fargo Bank, N.A. January 1987 - May 1994
Skills
Commercial Banking, Credit, Banking, Treasury Management, Portfolio Management, Trading, Trade Finance, Derivatives, Finance, FX Options, Relationship Management, Loans, Credit Analysis, Commodity, Credit Risk, Mergers & Acquisitions, Financial Risk, Commercial Lending, Management, Business Development
Education
Thunderbird School of Global Management 1994 — 1996
MBA
Escuela Campo Alegre de Caracas
Fork Union Military Academy
Massanutten Military Academy
Elizabeth Fuchs Elizabeth Fuchs's Wells Fargo Bank, N.A. Experience January 2015 - Present
Job Regional Vice President Global Banking at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank January 2011 - December 2014
Wells Fargo Bank February 1999 - December 2010
Skills
Credit, Loans, Treasury Management, Finance, Trade Finance, Relationship Management, Cash Flow, Working Capital..., Commercial Lending, Credit Analysis, Commercial Banking, Banking, Asset Based Lending, Portfolio Management, Financial Structuring, Financial Analysis, Financial Services, Small Business Lending
Education
University of California, Los Angeles 1994 — 1996
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1994
Bachelor of Science, Business Administration
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank January 2011 - December 2014
Wells Fargo Bank February 1999 - December 2010
Skills
Credit, Loans, Treasury Management, Finance, Trade Finance, Relationship Management, Cash Flow, Working Capital..., Commercial Lending, Credit Analysis, Commercial Banking, Banking, Asset Based Lending, Portfolio Management, Financial Structuring, Financial Analysis, Financial Services, Small Business Lending
Education
University of California, Los Angeles 1994 — 1996
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1994
Bachelor of Science, Business Administration
Rebecca Stevenson's Wells Fargo Bank, N.A. Experience January 2011 - July 2013
Job Vice President & Relationship Manager, Life Sciences Group at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo October 2015 - Present
Wells Fargo Bank International July 2013 - Present
Wells Fargo Bank, N.A. January 2011 - July 2013
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank January 2008 - July 2010
Skills
Portfolio Management, Credit Analysis, Finance, Risk Management, Credit, Loans, Analysis, Commercial Banking, Underwriting, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor’s Degree, Finance
Wells Fargo October 2015 - Present
Wells Fargo Bank International July 2013 - Present
Wells Fargo Bank, N.A. January 2011 - July 2013
Wells Fargo Bank July 2010 - December 2010
Wells Fargo Bank January 2008 - July 2010
Skills
Portfolio Management, Credit Analysis, Finance, Risk Management, Credit, Loans, Analysis, Commercial Banking, Underwriting, Derivatives
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor’s Degree, Finance
Kenneth Daily Kenneth Daily's Wells Fargo Bank, N.A. Experience April 2012 - November 2014
Job Financial Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Wells Fargo Bank, N.A. April 2012 - November 2014
Wachovia September 2000 - February 2010
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
SQL, Process Improvement, Program Management, SAS, Process Engineering, Data Warehousing, Financial Analysis, Financial Risk, Credit, Portfolio Management, Forecasting, Analytics, CAS - The Collateral..., Analysis, Business Analysis
Education
University of North Carolina at Charlotte
post bach, Computer Science
Wells Fargo November 2014 - Present
Wells Fargo Bank, N.A. April 2012 - November 2014
Wachovia September 2000 - February 2010
Wachovia, A Wells Fargo Company 2007 - 2008
Skills
SQL, Process Improvement, Program Management, SAS, Process Engineering, Data Warehousing, Financial Analysis, Financial Risk, Credit, Portfolio Management, Forecasting, Analytics, CAS - The Collateral..., Analysis, Business Analysis
Education
University of North Carolina at Charlotte
post bach, Computer Science
Linda Meints Linda Meints's Wells Fargo Bank, N.A. Experience August 1996 - June 1997
Job Senior Compliance Officer at Victory Capital
Industry Investment Management
Experience
Victory Capital November 2014 - Present
Munder Capital Management October 2000 - October 2014
Strong Capital Management June 1997 - June 2000
WELLS FARGO BANK, N.A. August 1996 - June 1997
FDIC 1987 - 1993
Skills
Mutual Funds, Internal Controls, Investment Company Act, Investment Advisory, Risk Management, Separately Managed..., Accounting, Capital Markets, Due Diligence, Private Equity, Bloomberg, Securities Regulation, Asset Allocation, ETFs, Investment Management
Education
University of Nebraska at Kearney 1983 — 1987
BS, Business - Finance
Victory Capital November 2014 - Present
Munder Capital Management October 2000 - October 2014
Strong Capital Management June 1997 - June 2000
WELLS FARGO BANK, N.A. August 1996 - June 1997
FDIC 1987 - 1993
Skills
Mutual Funds, Internal Controls, Investment Company Act, Investment Advisory, Risk Management, Separately Managed..., Accounting, Capital Markets, Due Diligence, Private Equity, Bloomberg, Securities Regulation, Asset Allocation, ETFs, Investment Management
Education
University of Nebraska at Kearney 1983 — 1987
BS, Business - Finance
Linda Mack Linda Mack's Wells Fargo Bank, N.A. Experience April 2014 - Present
Job Sr. Triust Administrator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. April 2014 - Present
Merrill Lynch Private Banking and Investment Group May 2010 - November 2012
Wilmington Trust Company August 1997 - May 2010
Aris Corporation February 1994 - August 1997
Skills
Wealth Management, High Net Worth..., Financial Services, Wealth Management..., Investments
Education
University of Delaware 1987 — 1991
Bachelor of Science, Business Administration
Wilmington Friends High School 1983 — 1987
Wells Fargo Bank, N.A. April 2014 - Present
Merrill Lynch Private Banking and Investment Group May 2010 - November 2012
Wilmington Trust Company August 1997 - May 2010
Aris Corporation February 1994 - August 1997
Skills
Wealth Management, High Net Worth..., Financial Services, Wealth Management..., Investments
Education
University of Delaware 1987 — 1991
Bachelor of Science, Business Administration
Wilmington Friends High School 1983 — 1987
Mark. Hower Mark. Hower's Wells Fargo Bank, N.A. Experience business consultant to the marble and tile industrycreative design consultingApril 2002 - March 2007
Job Affluent and Business banking specialist at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. business consultant to the marble and tile industrycreative design consultingApril 2002 - March 2007
southwest marble and tile, inc January 1990 - March 2002
Education
University of California, Davis 1974 — 1977
none, business
Wells Fargo Bank, N.A. business consultant to the marble and tile industrycreative design consultingApril 2002 - March 2007
southwest marble and tile, inc January 1990 - March 2002
Education
University of California, Davis 1974 — 1977
none, business
Pamela (Penny) Nickols-Anderson Pamela (Penny) Nickols-Anderson's Wells Fargo Bank, N.A. Experience September 1988 - September 2009
Job Program Assistant at SDSU Extension 4H Youth Development
Industry Writing and Editing
Experience
SDSU Extension 4-H Youth Development November 2010 - Present
Penny Nickols, LLC September 2009 - Present
Wells Fargo Bank, N.A. September 1988 - September 2009
Skills
Content Management, Editing, Creative Writing
Education
University of Minnesota-Twin Cities 1985 — 1992
Scientific and Techncial Communication
SDSU Extension 4-H Youth Development November 2010 - Present
Penny Nickols, LLC September 2009 - Present
Wells Fargo Bank, N.A. September 1988 - September 2009
Skills
Content Management, Editing, Creative Writing
Education
University of Minnesota-Twin Cities 1985 — 1992
Scientific and Techncial Communication
Ryan T. O'Donnell's Wells Fargo Bank, N.A. Experience January 2012 - June 2013
Job Branch Manager, Vice President at Citi
Industry Financial Services
Experience
Citi July 2013 - Present
Wells Fargo Bank, N.A. January 2012 - June 2013
HSBC Bank USA, N.A. September 2010 - January 2012
HSBC Bank Card & Retail Services July 2007 - September 2010
HSBC Bank USA, N.A. June 2005 - June 2007
Citizens Bank May 2003 - June 2005
Joe Slade White & Company 2002 - 2003
Skills
Relationship Management, Credit, Banking, Loans, Commercial Banking, Portfolio Management, Mortgage Lending, Series 6, Wealth Management, Investments, Series 7, Insurance, Leadership, Series 63, Financial Services, Cross Selling, Retail Banking, Small Business Lending, Branch Banking, Consumer Lending, Management, Loan Origination, Credit Analysis, Commercial Lending
Education
State University of New York 1998 — 2002
B.A. COMMUNICATION
University at Buffalo 1998 — 2002
Bachelor's degree, Communication and Media Studies
CERTIFICATE OF ADVERTISING AND PUBLIC RELATIONS ~ Millard Fillmore College
Citi July 2013 - Present
Wells Fargo Bank, N.A. January 2012 - June 2013
HSBC Bank USA, N.A. September 2010 - January 2012
HSBC Bank Card & Retail Services July 2007 - September 2010
HSBC Bank USA, N.A. June 2005 - June 2007
Citizens Bank May 2003 - June 2005
Joe Slade White & Company 2002 - 2003
Skills
Relationship Management, Credit, Banking, Loans, Commercial Banking, Portfolio Management, Mortgage Lending, Series 6, Wealth Management, Investments, Series 7, Insurance, Leadership, Series 63, Financial Services, Cross Selling, Retail Banking, Small Business Lending, Branch Banking, Consumer Lending, Management, Loan Origination, Credit Analysis, Commercial Lending
Education
State University of New York 1998 — 2002
B.A. COMMUNICATION
University at Buffalo 1998 — 2002
Bachelor's degree, Communication and Media Studies
CERTIFICATE OF ADVERTISING AND PUBLIC RELATIONS ~ Millard Fillmore College
Margaret Byers Margaret Byers's Wells Fargo Bank, N.A. Experience August 1987 - Present
Job International Trade Services at Wells Fargo
Industry
Experience
Wells Fargo Bank, N.A. August 1987 - Present
Skills
Corporate Finance, Portfolio Management, Business Development, Trading, International Trade, Management, Relationship Management, Commercial Banking, Retail, Finance, Treasury Management
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), Finance, General
Wells Fargo Bank, N.A. August 1987 - Present
Skills
Corporate Finance, Portfolio Management, Business Development, Trading, International Trade, Management, Relationship Management, Commercial Banking, Retail, Finance, Treasury Management
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), Finance, General
Trey Anglin Trey Anglin's Wells Fargo Bank, N.A. Experience January 2013 - Present
Job Sr. Vice President/Sr. Relationship Manager Commercial Banking at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2013 - Present
PNC Bank May 2007 - January 2013
Wachovia, A Wells Fargo Company August 2001 - May 2007
Education
Wake Forest University School of Business 1999 — 2001
MBA, Finance and Consulting
University of North Carolina at Chapel Hill 1989 — 1993
BA, Economics
The McCallie School 1986 — 1989
Wells Fargo Bank, N.A. January 2013 - Present
PNC Bank May 2007 - January 2013
Wachovia, A Wells Fargo Company August 2001 - May 2007
Education
Wake Forest University School of Business 1999 — 2001
MBA, Finance and Consulting
University of North Carolina at Chapel Hill 1989 — 1993
BA, Economics
The McCallie School 1986 — 1989
Beau Carder Beau Carder's Wells Fargo Bank, N.A. Experience January 2005 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2005 - Present
Skills
Sales Management, Sales, Cold Calling, Banking, Loans, Relationship Management, Insurance, Investments, Retail, Real Estate, Credit, Account Management, Commercial Lending, Wealth Management, Leadership, Financial Analysis, Management, Marketing, Customer Service
Education
University of Florida 1998 — 2002
B.S., Communications
Wells Fargo Bank, N.A. January 2005 - Present
Skills
Sales Management, Sales, Cold Calling, Banking, Loans, Relationship Management, Insurance, Investments, Retail, Real Estate, Credit, Account Management, Commercial Lending, Wealth Management, Leadership, Financial Analysis, Management, Marketing, Customer Service
Education
University of Florida 1998 — 2002
B.S., Communications
Randall Pollack's Wells Fargo Bank, N.A. Experience January 2007 - January 2009
Job Licensed Personal Banker
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
Wells Fargo January 2013 - May 2015
Wells Fargo January 2009 - January 2013
Wells Fargo Bank, N.A. January 2007 - January 2009
Target Corporation January 2005 - January 2007
CHIME Charter Middle School January 2003 - January 2005
Thirty First District PTSA January 1998 - January 2003
Skills
Management, Microsoft Office, Customer Service, Training, 10 Key, Small Business, Coaching, Recruiting, Sales, Retail Banking, Finance, Advertising, Accounting, Outlook, Sales Management, Selling, Inventory Management, Investments, Cross Selling, Human Resources, New Business Development, Small Business..., Financial Services, Financial Analysis, Financial Risk, Financial Reporting, Financial Planning, Sales and Marketing, Persuasion, Negotiation, Management of Financial..., Customer and Personal..., Critical Thinking, Time Management, Leadership, Marketing, Budgets, Microsoft Word, Public Speaking, Social Media, Customer Retention, Team Building
Education
University of La Verne 2002 — 2004
M.A.
Woodbury University 1997 — 2001
B.S.
Granada Hills High School 1993 — 1997
High School Diploma
Wells Fargo May 2015 - Present
Wells Fargo January 2013 - May 2015
Wells Fargo January 2009 - January 2013
Wells Fargo Bank, N.A. January 2007 - January 2009
Target Corporation January 2005 - January 2007
CHIME Charter Middle School January 2003 - January 2005
Thirty First District PTSA January 1998 - January 2003
Skills
Management, Microsoft Office, Customer Service, Training, 10 Key, Small Business, Coaching, Recruiting, Sales, Retail Banking, Finance, Advertising, Accounting, Outlook, Sales Management, Selling, Inventory Management, Investments, Cross Selling, Human Resources, New Business Development, Small Business..., Financial Services, Financial Analysis, Financial Risk, Financial Reporting, Financial Planning, Sales and Marketing, Persuasion, Negotiation, Management of Financial..., Customer and Personal..., Critical Thinking, Time Management, Leadership, Marketing, Budgets, Microsoft Word, Public Speaking, Social Media, Customer Retention, Team Building
Education
University of La Verne 2002 — 2004
M.A.
Woodbury University 1997 — 2001
B.S.
Granada Hills High School 1993 — 1997
High School Diploma
Rene Helfenstein Rene Helfenstein's Wells Fargo Bank, N.A. Experience January 2011 - April 2013
Job Underwriter, Portfolio Management Group, SBA at Wells Fargo
Industry Banking
Experience
Wells Fargo April 2013 - Present
Wells Fargo Bank, N.A. January 2011 - April 2013
M & I Bank January 2008 - January 2011
Wells Fargo Bank August 2002 - January 2008
Fidelity Bank 2000 - 2002
Skills
Credit Analysis, Credit, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Customer Service, Loans, Portfolio Management, Treasury Management, Mortgage Lending, Consumer Lending, Lines Of Credit, Asset Based Lending, SBA, Financial Analysis, Finance, Loan Origination, Relationship Management, Credit Risk
Education
University of Minnesota - Carlson School of Management 1998 — 2000
B.S., Finance
Wells Fargo April 2013 - Present
Wells Fargo Bank, N.A. January 2011 - April 2013
M & I Bank January 2008 - January 2011
Wells Fargo Bank August 2002 - January 2008
Fidelity Bank 2000 - 2002
Skills
Credit Analysis, Credit, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Customer Service, Loans, Portfolio Management, Treasury Management, Mortgage Lending, Consumer Lending, Lines Of Credit, Asset Based Lending, SBA, Financial Analysis, Finance, Loan Origination, Relationship Management, Credit Risk
Education
University of Minnesota - Carlson School of Management 1998 — 2000
B.S., Finance
Candace Snyder Candace Snyder's Wells Fargo Bank, N.A. Experience 2007 - 2009
Job Real Estate Paralegal
Industry Real Estate
Experience
Whitcomb Law Firm, P.C. January 2013 - February 2015
Nesbitt & Williams, LLP 2009 - 2012
Wells Fargo Bank, N.A. 2007 - 2009
Murray Law Offices, P.A. 2004 - 2007
Skills
Real Estate Transactions, Commercial Real Estate, Leases, Real Estate Financing, Estate Planning, Title Insurance, Foreclosures, LLC, Short Sales, Buyer Representation, New Home Sales, Condos, Residential Homes, Sellers, Relocation, Sales, Single Family Homes, First Time Home Buyers
Education
State University of New York at Buffalo
Bachelor of Arts (B.A.), Economics/ finance
Whitcomb Law Firm, P.C. January 2013 - February 2015
Nesbitt & Williams, LLP 2009 - 2012
Wells Fargo Bank, N.A. 2007 - 2009
Murray Law Offices, P.A. 2004 - 2007
Skills
Real Estate Transactions, Commercial Real Estate, Leases, Real Estate Financing, Estate Planning, Title Insurance, Foreclosures, LLC, Short Sales, Buyer Representation, New Home Sales, Condos, Residential Homes, Sellers, Relocation, Sales, Single Family Homes, First Time Home Buyers
Education
State University of New York at Buffalo
Bachelor of Arts (B.A.), Economics/ finance
Vincent Abrue's Wells Fargo Bank, N.A. Experience December 2004 - Present
Job Vice President | Business Development Officer at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. December 2004 - Present
U.S. Bank May 2000 - December 2004
Skills
Business Development, Commercial Lending, Loans, Small Business Lending, Credit, Banking, Commercial Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Loan Origination, Underwriting, Asset Based Lending, Consumer Lending, Financial Services
Education
University of Colorado Boulder
Wells Fargo Bank, N.A. December 2004 - Present
U.S. Bank May 2000 - December 2004
Skills
Business Development, Commercial Lending, Loans, Small Business Lending, Credit, Banking, Commercial Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Loan Origination, Underwriting, Asset Based Lending, Consumer Lending, Financial Services
Education
University of Colorado Boulder
Thomas Carson Thomas Carson's Wells Fargo Bank, N.A. Experience June 1988 - October 2012
Job Finance and Banking Professional
Industry Banking
Experience
Community Banks of Colorado October 2012 - November 2013
Wells Fargo Bank, N.A. June 1988 - October 2012
Skills
Financial Services, Relationship Management, Business Decision Making, Financial Statement..., Commercial Lending
Education
University of Denver 1982 — 1983
Master of Business Administration (M.B.A.), Finance
University of Denver 1975 — 1979
Bachelor's degree, Economics
Community Banks of Colorado October 2012 - November 2013
Wells Fargo Bank, N.A. June 1988 - October 2012
Skills
Financial Services, Relationship Management, Business Decision Making, Financial Statement..., Commercial Lending
Education
University of Denver 1982 — 1983
Master of Business Administration (M.B.A.), Finance
University of Denver 1975 — 1979
Bachelor's degree, Economics
Malcolm Stuhlmiller Malcolm Stuhlmiller's Wells Fargo Bank, N.A. Experience November 2001 - October 2012
Job Retired
Industry Financial Services
Experience
Marquette Asset Management January 2012 - June 2015
Wells Fargo Bank, N.A. November 2001 - October 2012
Wells Fargo Advisors March 2012 - June 2012
Wells Fargo Bank April 2000 - November 2001
Kaplan, Strangis and Kaplan, P.A. January 1993 - March 2000
Skills
Fiduciary and Risk..., Relationship Development, Strategic Communications, Confidentiality, Training and mentoring, Microsoft Excel, Financial Risk, Training, Wealth Management..., High Net Worth...
Education
University of Minnesota-Twin Cities 1975 — 1977
Bachelor of Arts, English Literature / Music
Marquette Asset Management January 2012 - June 2015
Wells Fargo Bank, N.A. November 2001 - October 2012
Wells Fargo Advisors March 2012 - June 2012
Wells Fargo Bank April 2000 - November 2001
Kaplan, Strangis and Kaplan, P.A. January 1993 - March 2000
Skills
Fiduciary and Risk..., Relationship Development, Strategic Communications, Confidentiality, Training and mentoring, Microsoft Excel, Financial Risk, Training, Wealth Management..., High Net Worth...
Education
University of Minnesota-Twin Cities 1975 — 1977
Bachelor of Arts, English Literature / Music
John Gilbaugh John Gilbaugh's Wells Fargo Bank, N.A. Experience January 1970 - March 2012
Job Retired Senior Credit Officer & SVP Insurance at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. January 1970 - March 2012
Wells Fargo Bank 1970 - March 2012
Bank of America 1994 - 1997
JPMorgan Chase 1968 - 1969
Skills
Commercial Banking, Loans, Banking, Trade Finance, Commercial Lending, Credit Analysis, Financial Analysis, Mortgage Lending, Portfolio Management, Auditing, Small Business Lending, Credit, Insurance, Credit Risk, Cash Management, Financial Risk
Education
Pacific Coast Banking School @ UofW - Seattle, WA 1977 — 1980
Thunderbird School of Global Management 1967 — 1968
University of Oregon - Charles H. Lundquist College of Business 1962 — 1966
Wells Fargo Bank, N.A. January 1970 - March 2012
Wells Fargo Bank 1970 - March 2012
Bank of America 1994 - 1997
JPMorgan Chase 1968 - 1969
Skills
Commercial Banking, Loans, Banking, Trade Finance, Commercial Lending, Credit Analysis, Financial Analysis, Mortgage Lending, Portfolio Management, Auditing, Small Business Lending, Credit, Insurance, Credit Risk, Cash Management, Financial Risk
Education
Pacific Coast Banking School @ UofW - Seattle, WA 1977 — 1980
Thunderbird School of Global Management 1967 — 1968
University of Oregon - Charles H. Lundquist College of Business 1962 — 1966
James Janus James Janus's Wells Fargo Bank, N.A. Experience March 1998 - July 2012
Job Member Services at HealthPartners
Industry Financial Services
Experience
HealthPartners April 2014 - Present
ProStaff/Rels Evaluation April 2013 - April 2014
Wells Fargo Bank, N.A. March 1998 - July 2012
Minnesota Twins March 1994 - October 2005
U.S. Bank October 1995 - March 1998
Skills
Possess strong..., Flexibility, Highly Dedicated, Computer literate, Curiosity, ABS, Bonds, Finance, Securities, Banking, Analysis, Credit, Portfolio Management, Mutual Funds, Wealth Management, Financial Reporting, Financial Services, Bloomberg, Capital Markets, Fixed Income, Asset Management, Asset Allocation, Leadership
Education
University of Minnesota-Twin Cities 1983 — 1990
Master's of Planning, Public Administration, 3.5
University of Minnesota 1978 — 1983
Bachelor of Arts (BA), Urban Studies/Affairs
HealthPartners April 2014 - Present
ProStaff/Rels Evaluation April 2013 - April 2014
Wells Fargo Bank, N.A. March 1998 - July 2012
Minnesota Twins March 1994 - October 2005
U.S. Bank October 1995 - March 1998
Skills
Possess strong..., Flexibility, Highly Dedicated, Computer literate, Curiosity, ABS, Bonds, Finance, Securities, Banking, Analysis, Credit, Portfolio Management, Mutual Funds, Wealth Management, Financial Reporting, Financial Services, Bloomberg, Capital Markets, Fixed Income, Asset Management, Asset Allocation, Leadership
Education
University of Minnesota-Twin Cities 1983 — 1990
Master's of Planning, Public Administration, 3.5
University of Minnesota 1978 — 1983
Bachelor of Arts (BA), Urban Studies/Affairs
Ruben H. Torres's Wells Fargo Bank, N.A. Experience October 2004 - October 2014
Job Managing Principal at PDN Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
PDN Capital Management, LLC April 2010 - Present
Wells Fargo Bank, N.A. October 2004 - October 2014
Merrill Lynch June 2003 - September 2004
A.G. Edwards & Sons, Inc. January 2002 - June 2003
First Union Securities September 2000 - January 2002
Credit Suisse First Boston May 2000 - August 2000
Skills
Financial Analysis, Strategic Planning, Commercial Lending, Due Diligence, Loans, Real Estate, Commercial Banking, Private Equity, Mergers & Acquisitions, New Business Development, Small Business Lending, Municipal Bonds, Asset Management, Investments, Portfolio Management, Asset Managment, Real Estate Economics, Credit Analysis, Business Planning, Business Strategy, Business Development, Executive Management, Credit, Loan Origination, Treasury Management, Strategic Financial..., Finance, Banking, Valuation, Series 7, Underwriting, Risk Management, Financial Services
Education
The University of Texas at El Paso
Finance
PDN Capital Management, LLC April 2010 - Present
Wells Fargo Bank, N.A. October 2004 - October 2014
Merrill Lynch June 2003 - September 2004
A.G. Edwards & Sons, Inc. January 2002 - June 2003
First Union Securities September 2000 - January 2002
Credit Suisse First Boston May 2000 - August 2000
Skills
Financial Analysis, Strategic Planning, Commercial Lending, Due Diligence, Loans, Real Estate, Commercial Banking, Private Equity, Mergers & Acquisitions, New Business Development, Small Business Lending, Municipal Bonds, Asset Management, Investments, Portfolio Management, Asset Managment, Real Estate Economics, Credit Analysis, Business Planning, Business Strategy, Business Development, Executive Management, Credit, Loan Origination, Treasury Management, Strategic Financial..., Finance, Banking, Valuation, Series 7, Underwriting, Risk Management, Financial Services
Education
The University of Texas at El Paso
Finance
Ron Carpenter Ron Carpenter's Wells Fargo Bank, N.A. Experience June 2011 - Present
Job Banking Direct Team Leader, MidAtlantic & Northeast Regions, Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2011 - Present
Wells Fargo Bank, N.A. June 2010 - June 2011
Wachovia Bank, N.A. October 2006 - June 2010
Wachovia Bank December 1999 - October 2006
First Union National Bank January 1999 - December 1999
Education
University of Mississippi 1981 — 1982
BA, Business Advertising
The University of Southern Mississippi 1977 — 1980
Journalism/Political Science/English/History/German
Wells Fargo Bank, N.A. June 2011 - Present
Wells Fargo Bank, N.A. June 2010 - June 2011
Wachovia Bank, N.A. October 2006 - June 2010
Wachovia Bank December 1999 - October 2006
First Union National Bank January 1999 - December 1999
Education
University of Mississippi 1981 — 1982
BA, Business Advertising
The University of Southern Mississippi 1977 — 1980
Journalism/Political Science/English/History/German
Asal Eftekhari's Wells Fargo Bank, N.A. Experience June 2012 - December 2013
Job banking
Industry Real Estate
Experience
Alison James March 2015 - Present
Union Bank December 2013 - Present
Wells Fargo Bank, N.A. June 2012 - December 2013
Bank of America June 2011 - June 2012
Skills
Customer Service, Management, Risk Management, Microsoft Office, Financial Analysis, Credit, Leadership, Sales, Loans, Finance, Business Analysis, Portfolio Management, Analysis, Microsoft Word, Process Improvement, Investments, Mortgage Lending, Marketing, Credit Analysis, Team Building
Education
University of California, San Diego
Bachelor's degree, Business/Corporate Communications
Alison James March 2015 - Present
Union Bank December 2013 - Present
Wells Fargo Bank, N.A. June 2012 - December 2013
Bank of America June 2011 - June 2012
Skills
Customer Service, Management, Risk Management, Microsoft Office, Financial Analysis, Credit, Leadership, Sales, Loans, Finance, Business Analysis, Portfolio Management, Analysis, Microsoft Word, Process Improvement, Investments, Mortgage Lending, Marketing, Credit Analysis, Team Building
Education
University of California, San Diego
Bachelor's degree, Business/Corporate Communications
Martin (Marcin) Demkowicz Martin (Marcin) Demkowicz's Wells Fargo Bank, N.A. Experience June 2002 - June 2004
Job Digital Strategy Consultant, Product Manager
Industry Internet
Experience
Self-employed May 2015 - Present
100 Pomysłów (100 Ideas) - Rapid Prototyping Group December 2013 - Present
Outsourcing for SMB November 2014 - Present
Dell May 2011 - April 2015
nFusion Group, LLC August 2007 - May 2011
nFusion Group, LLC March 2007 - August 2007
nFusion Group, LLC November 2005 - March 2007
Lifeboat Ltd. (now Local Life) January 2004 - June 2005
Wells Fargo Bank, N.A. June 2002 - June 2004
Skills
Web Analytics, Interactive Marketing, User Experience, Product Management, Multi-channel Marketing, Management, Information Architecture, E-commerce, Usability, Project Management, Marketing Strategy, Marketing, Digital Marketing, Web Strategy, CRM, Analytics, Demand Generation, Business Strategy, SEO, B2B Marketing, Online Marketing, Digital Strategy, Strategy, Web Marketing, Pretotyping, Personalization, Rapid Prototyping, Consulting, Program Management, Mobile Marketing, Start-ups, Content Strategy, Social Media Marketing, Integrated Marketing, Lead Generation, Product Marketing, Cross-functional Team..., B2B, Strategic Partnerships, Competitive Analysis, Strategic Planning, Market Research, Business Development, Enterprise Software, New Business Development, Vendor Management, Outsourcing, Email Marketing, Online Advertising, Google Analytics
Education
The University of Texas at Austin 1999 — 2004
BA, Plan II Honors Program
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA, Marketing
Self-employed May 2015 - Present
100 Pomysłów (100 Ideas) - Rapid Prototyping Group December 2013 - Present
Outsourcing for SMB November 2014 - Present
Dell May 2011 - April 2015
nFusion Group, LLC August 2007 - May 2011
nFusion Group, LLC March 2007 - August 2007
nFusion Group, LLC November 2005 - March 2007
Lifeboat Ltd. (now Local Life) January 2004 - June 2005
Wells Fargo Bank, N.A. June 2002 - June 2004
Skills
Web Analytics, Interactive Marketing, User Experience, Product Management, Multi-channel Marketing, Management, Information Architecture, E-commerce, Usability, Project Management, Marketing Strategy, Marketing, Digital Marketing, Web Strategy, CRM, Analytics, Demand Generation, Business Strategy, SEO, B2B Marketing, Online Marketing, Digital Strategy, Strategy, Web Marketing, Pretotyping, Personalization, Rapid Prototyping, Consulting, Program Management, Mobile Marketing, Start-ups, Content Strategy, Social Media Marketing, Integrated Marketing, Lead Generation, Product Marketing, Cross-functional Team..., B2B, Strategic Partnerships, Competitive Analysis, Strategic Planning, Market Research, Business Development, Enterprise Software, New Business Development, Vendor Management, Outsourcing, Email Marketing, Online Advertising, Google Analytics
Education
The University of Texas at Austin 1999 — 2004
BA, Plan II Honors Program
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA, Marketing
Carlos E. Fernandez's Wells Fargo Bank, N.A. Experience January 2015 - Present
Job Vice President at Wells Fargo Bank N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, N.A. January 2013 - December 2014
Wells Fargo Bank, N.A. August 2009 - December 2012
Wachovia Bank, N.A. June 2007 - July 2009
Skills
Commercial Banking, Sales Management, Wealth Management, Financial Analysis, Treasury Management, Credit Analysis, Finance, Banking, Financial Services, Commercial Lending, Team Leadership, Commercial Aviation, Relationship Management, Credit, Financial Modeling, Portfolio Management, Leadership, FX Options, Underwriting, Cross Selling, Business Development, Small Business
Education
University of Louisville 1999 — 2003
Finance
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, N.A. January 2013 - December 2014
Wells Fargo Bank, N.A. August 2009 - December 2012
Wachovia Bank, N.A. June 2007 - July 2009
Skills
Commercial Banking, Sales Management, Wealth Management, Financial Analysis, Treasury Management, Credit Analysis, Finance, Banking, Financial Services, Commercial Lending, Team Leadership, Commercial Aviation, Relationship Management, Credit, Financial Modeling, Portfolio Management, Leadership, FX Options, Underwriting, Cross Selling, Business Development, Small Business
Education
University of Louisville 1999 — 2003
Finance
Kyle Button Kyle Button's Wells Fargo Bank, N.A. Experience August 2009 - February 2010
Job Experienced Financier
Industry Financial Services
Experience
Self-employed May 2015 - Present
Wells Fargo Bank, N.A., Global CleanTech Group February 2010 - May 2015
Wells Fargo Bank, N.A. August 2009 - February 2010
US Army June 2001 - August 2009
Skills
Credit Analysis, Portfolio Management, Business Development, Risk Management, Financial Analysis, Leadership, Strategic Planning, Operations Management
Education
United States Military Academy at West Point 1997 — 2001
Bachelor's Degree, Environmental Geography, Environmental Engineering
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration
Self-employed May 2015 - Present
Wells Fargo Bank, N.A., Global CleanTech Group February 2010 - May 2015
Wells Fargo Bank, N.A. August 2009 - February 2010
US Army June 2001 - August 2009
Skills
Credit Analysis, Portfolio Management, Business Development, Risk Management, Financial Analysis, Leadership, Strategic Planning, Operations Management
Education
United States Military Academy at West Point 1997 — 2001
Bachelor's Degree, Environmental Geography, Environmental Engineering
University of Phoenix 2007 — 2009
Master of Business Administration (M.B.A.), Business Administration
Jeffery Slade Jeffery Slade's Wells Fargo Bank, N.A. Experience January 2008 - August 2010
Job Lending Manager at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Home Mortgage January 2014 - October 2014
Wells Fargo Home Mortgage July 2013 - January 2014
Wells Fargo Home Mortgage February 2012 - July 2013
Wells Fargo Wealth Management August 2010 - February 2012
Wells Fargo Bank, N.A. January 2008 - August 2010
Staples December 2005 - January 2008
Skills
Banking, Consumer Lending, Customer Service, Government Loans, Operational Risk..., Branch Banking, Operations Management, Operational Risk, Asset Allocation, Mortgage Lending, Mortgage Servicing, Home Equity Loans, Credit, Leadership, Loans, Loss Mitigation, Management, Risk Management, Sales, Analysis, Underwriting, Training, Time Management
Education
University of North Carolina at Greensboro 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, Psychology
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Home Mortgage January 2014 - October 2014
Wells Fargo Home Mortgage July 2013 - January 2014
Wells Fargo Home Mortgage February 2012 - July 2013
Wells Fargo Wealth Management August 2010 - February 2012
Wells Fargo Bank, N.A. January 2008 - August 2010
Staples December 2005 - January 2008
Skills
Banking, Consumer Lending, Customer Service, Government Loans, Operational Risk..., Branch Banking, Operations Management, Operational Risk, Asset Allocation, Mortgage Lending, Mortgage Servicing, Home Equity Loans, Credit, Leadership, Loans, Loss Mitigation, Management, Risk Management, Sales, Analysis, Underwriting, Training, Time Management
Education
University of North Carolina at Greensboro 2003 — 2007
Bachelor of Arts (BA), Business Administration and Management, Psychology
Garrett S Gunberg's Wells Fargo Bank, N.A. Experience February 2010 - July 2011
Job Senior Vice President and Team Leader at Personal Capital
Industry Financial Services
Experience
Personal Capital Advisors September 2013 - Present
Discrete Clothing May 2012 - Present
Wells Fargo Advisors, Private Client Group July 2011 - September 2013
Wells Fargo Bank, N.A. February 2010 - July 2011
Innovative Office Solutions July 2009 - February 2010
FirstBank June 2007 - February 2009
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
BS, Business Administration
Personal Capital Advisors September 2013 - Present
Discrete Clothing May 2012 - Present
Wells Fargo Advisors, Private Client Group July 2011 - September 2013
Wells Fargo Bank, N.A. February 2010 - July 2011
Innovative Office Solutions July 2009 - February 2010
FirstBank June 2007 - February 2009
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
BS, Business Administration
Dorothy A. Galvin Dorothy A. Galvin's Wells Fargo Bank, N.A. Experience July 2011 - May 2014
Job Banking and Finance Attorney
Industry Law Practice
Experience
Riemer & Braunstein LLP May 2014 - Present
Wells Fargo Bank, N.A. July 2011 - May 2014
Goldberg Weprin Finkel Goldstein LLP July 2005 - April 2011
Mazzoni & Associates, P.C. January 2003 - July 2005
Skills
Commercial Mortgages, Loans, Real Estate, Mortgage Lending, Commercial Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Commercial Banking, Refinance, Construction Loans, Portfolio Management, mezzanine loans, Syndicated Loans, Real Estate Due..., Legal Compliance, Contract Negotiation, Document Drafting, Negotiation, Due Diligence, Commercial Real Estate, Leases
Education
University of Miami School of Law 1999 — 2002
Doctor of Law (J.D.)
University of Massachusetts, Amherst 1995 — 1998
Bachelor's degree, Psychology
Riemer & Braunstein LLP May 2014 - Present
Wells Fargo Bank, N.A. July 2011 - May 2014
Goldberg Weprin Finkel Goldstein LLP July 2005 - April 2011
Mazzoni & Associates, P.C. January 2003 - July 2005
Skills
Commercial Mortgages, Loans, Real Estate, Mortgage Lending, Commercial Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Commercial Banking, Refinance, Construction Loans, Portfolio Management, mezzanine loans, Syndicated Loans, Real Estate Due..., Legal Compliance, Contract Negotiation, Document Drafting, Negotiation, Due Diligence, Commercial Real Estate, Leases
Education
University of Miami School of Law 1999 — 2002
Doctor of Law (J.D.)
University of Massachusetts, Amherst 1995 — 1998
Bachelor's degree, Psychology
Humphrey Mark's Wells Fargo Bank, N.A. Experience 2001 - 2003
Job Financial Services Professional
Industry Investment Management
Experience
Boston Private Bank January 2013 - Present
HighMark Capital Management, Inc. 2003 - 2011
Wells Fargo Bank, N.A. 2001 - 2003
Morgan Stanley & Co. 2000 - 2001
Skills
High Net Worth..., Mutual Funds, Financial Services, Wealth Management, CRM, Portfolio Management, Asset Management, Investments, Securities, Alternative Investments, Asset Allocation, Fixed Income, Equities, Finance, Hedge Funds, Investment Management
Education
University of California, Berkeley
Finance and Financial Management Services
University of California, Riverside
Bachelor of Arts (B.A.), Economics
Boston Private Bank January 2013 - Present
HighMark Capital Management, Inc. 2003 - 2011
Wells Fargo Bank, N.A. 2001 - 2003
Morgan Stanley & Co. 2000 - 2001
Skills
High Net Worth..., Mutual Funds, Financial Services, Wealth Management, CRM, Portfolio Management, Asset Management, Investments, Securities, Alternative Investments, Asset Allocation, Fixed Income, Equities, Finance, Hedge Funds, Investment Management
Education
University of California, Berkeley
Finance and Financial Management Services
University of California, Riverside
Bachelor of Arts (B.A.), Economics
Scott Gaston's Wells Fargo Bank, N.A. Experience 2003 - 2005
Job Marketing and Market Data Professional
Industry Financial Services
Experience
Charles Schwab & Co., Inc. 2009 - Present
BuildASign, Inc. 2006 - 2008
Wells Fargo Bank, N.A. 2003 - 2005
Charles Schwab & Co., Inc. 1999 - 2002
Cortijo Custom Furnishings 1997 - 1999
Citibank International 1993 - 1997
Citibank, N.A. 1989 - 1993
Skills
Marketing, Marketing Strategy, Program Management, Strategic Planning, Product Development, Product Marketing, Management, Strategy, Sales, Business Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1982
BBA, Engineering Route Through Business
Charles Schwab & Co., Inc. 2009 - Present
BuildASign, Inc. 2006 - 2008
Wells Fargo Bank, N.A. 2003 - 2005
Charles Schwab & Co., Inc. 1999 - 2002
Cortijo Custom Furnishings 1997 - 1999
Citibank International 1993 - 1997
Citibank, N.A. 1989 - 1993
Skills
Marketing, Marketing Strategy, Program Management, Strategic Planning, Product Development, Product Marketing, Management, Strategy, Sales, Business Strategy
Education
The University of Texas at Austin - Red McCombs School of Business 1978 — 1982
BBA, Engineering Route Through Business
Melissa Jordan's Wells Fargo Bank, N.A. Experience September 2008 - Present
Job Marketing, Corporate Trust Services, Wells Fargo Bank, N.A.
Industry Marketing and Advertising
Experience
Wells Fargo Bank, N.A. September 2008 - Present
Century 21 - Judge Fite Co. May 2006 - 2011
Dallas Telco Federal Credit Union November 1998 - April 2006
Skills
Marketing, Public Relations, Corporate Communications, Business Development, Microsoft CRM, Strategic Planning, Special Events..., MCIF, Fundraising, Volunteer Management, Marketing Strategy, Marketing Communications, Marketing Research, Marketing Management, Product Marketing, Product Development, Email Marketing, Leadership, Nonprofits, Market Research, Budgets, Negotiation, Management, New Business Development, Entrepreneurship, Team Building, Team Leadership, Account Management, Community Development, Contract Negotiation, Direct Marketing, Sales Management, Customer Service, Public Speaking, Investments, Selling, Training, Small Business, Social Media Marketing
Education
The University of Texas at Austin
B.S., Speech Communications
The University of Texas at Dallas
Graduate Studies in Political Economics and Business
Wells Fargo Bank, N.A. September 2008 - Present
Century 21 - Judge Fite Co. May 2006 - 2011
Dallas Telco Federal Credit Union November 1998 - April 2006
Skills
Marketing, Public Relations, Corporate Communications, Business Development, Microsoft CRM, Strategic Planning, Special Events..., MCIF, Fundraising, Volunteer Management, Marketing Strategy, Marketing Communications, Marketing Research, Marketing Management, Product Marketing, Product Development, Email Marketing, Leadership, Nonprofits, Market Research, Budgets, Negotiation, Management, New Business Development, Entrepreneurship, Team Building, Team Leadership, Account Management, Community Development, Contract Negotiation, Direct Marketing, Sales Management, Customer Service, Public Speaking, Investments, Selling, Training, Small Business, Social Media Marketing
Education
The University of Texas at Austin
B.S., Speech Communications
The University of Texas at Dallas
Graduate Studies in Political Economics and Business
Claudette Jasper's Wells Fargo Bank, N.A. Experience January 2001 - Present
Job VP/Business Development at Wells FArgo Bank
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2001 - Present
Wells Fargo January 1999 - January 2001
Skills
Credit Analysis, Small Business Lending, Commercial Lending, Commercial Banking, Credit, Loans, Mergers & Acquisitions, Small Business, Financial Services, Real Estate Economics, Portfolio Management, Underwriting, Asset Based Lending, Cross Selling, Sales, Management, Banking, Lines Of Credit, Business Development, Real Estate, Commercial Real Estate
Education
University of Houston-Downtown
Wells Fargo Bank, N.A. January 2001 - Present
Wells Fargo January 1999 - January 2001
Skills
Credit Analysis, Small Business Lending, Commercial Lending, Commercial Banking, Credit, Loans, Mergers & Acquisitions, Small Business, Financial Services, Real Estate Economics, Portfolio Management, Underwriting, Asset Based Lending, Cross Selling, Sales, Management, Banking, Lines Of Credit, Business Development, Real Estate, Commercial Real Estate
Education
University of Houston-Downtown
Wilsey, Kristin's Wells Fargo Bank, N.A. Experience 2008 - Present
Job Relationship Manager
Industry Banking
Experience
Wells Fargo Bank, N.A. 2008 - Present
Wells Fargo April 2003 - August 2008
Wells Fargo April 1999 - May 2003
Skills
Commercial Banking, Relationship Building, Correspondent Banking, Business Banking, Retail Banking, Financial Analysis, Treasury Management, Agricultural Lending, Foreign Exchange, Liquidity Management, Strategic Planning, Verbal & Written..., Compliance, Risk Management, Credit Monitoring, Credit Rating, Community Banking, Banking Solutions
Education
University of Colorado at Boulder 2011 — 2013
Graduate School of Banking
University of Nebraska-Lincoln 1999 — 2003
Business Administration
Wells Fargo Bank, N.A. 2008 - Present
Wells Fargo April 2003 - August 2008
Wells Fargo April 1999 - May 2003
Skills
Commercial Banking, Relationship Building, Correspondent Banking, Business Banking, Retail Banking, Financial Analysis, Treasury Management, Agricultural Lending, Foreign Exchange, Liquidity Management, Strategic Planning, Verbal & Written..., Compliance, Risk Management, Credit Monitoring, Credit Rating, Community Banking, Banking Solutions
Education
University of Colorado at Boulder 2011 — 2013
Graduate School of Banking
University of Nebraska-Lincoln 1999 — 2003
Business Administration
Mindy Kissner's Wells Fargo Bank, N.A. Experience June 2004 - Present
Job Store Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. June 2004 - Present
McDowell Group, Inc. September 1995 - March 2003
Education
University of Alaska Southeast 1994 — 2003
Wells Fargo Bank, N.A. June 2004 - Present
McDowell Group, Inc. September 1995 - March 2003
Education
University of Alaska Southeast 1994 — 2003
Kristi Puttin's Wells Fargo Bank, N.A. Experience January 2000 - Present
Job Relationship Manager Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2000 - Present
Wells Fargo Bank, N.A. 2000 - 2010
Skills
Relationship Management, Credit, Banking, Loans, Financial Services, Portfolio Management, Customer Service, Financial Analysis, Risk Management, Investments, Wealth Management
Education
University of St. Thomas - Opus College of Business 2003 — 2008
MBA
University of Minnesota-Twin Cities 1994 — 1997
B.S., Child Psychology
Park Center
Wells Fargo Bank, N.A. January 2000 - Present
Wells Fargo Bank, N.A. 2000 - 2010
Skills
Relationship Management, Credit, Banking, Loans, Financial Services, Portfolio Management, Customer Service, Financial Analysis, Risk Management, Investments, Wealth Management
Education
University of St. Thomas - Opus College of Business 2003 — 2008
MBA
University of Minnesota-Twin Cities 1994 — 1997
B.S., Child Psychology
Park Center
Melanie Moseley's Wells Fargo Bank, N.A. Experience 2005 - Present
Job Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Card Services July 2005 - Present
Wells Fargo 2005 - Present
Wells Fargo Bank, N.A. 2005 - Present
Education
University of Houston 1988 — 1992
Wells Fargo Card Services July 2005 - Present
Wells Fargo 2005 - Present
Wells Fargo Bank, N.A. 2005 - Present
Education
University of Houston 1988 — 1992
Justin Button's Wells Fargo Bank, N.A. Experience October 2012 - December 2013
Job Finance
Industry International Trade and Development
Experience
Wells Fargo Bank, N.A. October 2012 - December 2013
Wells Fargo Capital Finance August 2009 - October 2012
Wells Fargo Capital Finance May 2007 - August 2009
U.S. Bank Business Credit December 2004 - May 2007
GE Capital Equipment Finance May 2003 - August 2003
Skills
Asset Based Lending, Credit Analysis, Loans, Capital Markets, Financial Modeling, Corporate Finance, Bankruptcy, Credit, Syndications, Restructuring, Portfolio Management, Underwriting, Investments, Finance, Recapitalizations, Commercial Banking, Banking, Cash Flow, LBO, Equities, Commercial Lending, Financial Structuring, Leveraged Finance, Structured Finance, Valuation, Mergers & Acquisitions, Treasury Management, Investment Banking, Due Diligence, Credit Risk, Loan Origination, Commercial Finance
Education
University of Dayton
Bachelor of Science in Business Administration, Finance & Economics
Universität Augsburg
Summer Study Abroad Program, Economics
Wells Fargo Bank, N.A. October 2012 - December 2013
Wells Fargo Capital Finance August 2009 - October 2012
Wells Fargo Capital Finance May 2007 - August 2009
U.S. Bank Business Credit December 2004 - May 2007
GE Capital Equipment Finance May 2003 - August 2003
Skills
Asset Based Lending, Credit Analysis, Loans, Capital Markets, Financial Modeling, Corporate Finance, Bankruptcy, Credit, Syndications, Restructuring, Portfolio Management, Underwriting, Investments, Finance, Recapitalizations, Commercial Banking, Banking, Cash Flow, LBO, Equities, Commercial Lending, Financial Structuring, Leveraged Finance, Structured Finance, Valuation, Mergers & Acquisitions, Treasury Management, Investment Banking, Due Diligence, Credit Risk, Loan Origination, Commercial Finance
Education
University of Dayton
Bachelor of Science in Business Administration, Finance & Economics
Universität Augsburg
Summer Study Abroad Program, Economics
Ellen Grosso's Wells Fargo Bank, N.A. Experience October 2005 - Present
Job Store Manager at Wells Fargo Bank, N.A.
Industry Retail
Experience
Wells Fargo Bank, N.A. October 2005 - Present
University of Denver June 1998 - March 2005
Education
University of Bridgeport 1986 — 1990
Wells Fargo Bank, N.A. October 2005 - Present
University of Denver June 1998 - March 2005
Education
University of Bridgeport 1986 — 1990
A. Michael Gubeno's Wells Fargo Bank, N.A. Experience 2001 - Present
Job AVP, Operational Risk Consultant
Industry Banking
Experience
Wells Fargo Home Mortgage August 2006 - Present
Wells Fargo Bank, N.A. 2001 - Present
Wells Fargo August 2006 - September 2010
Wells Fargo Home Consumer Finance Group 2006 - September 2010
Skills
Credit, Analytics, Business Analysis, Loans, Series 7, Commercial Banking, Credit Analysis, Commercial Lending, Portfolio Management, Underwriting, Wealth Management, Loan Origination, Small Business Lending, Series 63, Consumer Lending, FHA
Education
University of Cincinnati 1988 — 1991
Medina High School 1981 — 1985
Wells Fargo Home Mortgage August 2006 - Present
Wells Fargo Bank, N.A. 2001 - Present
Wells Fargo August 2006 - September 2010
Wells Fargo Home Consumer Finance Group 2006 - September 2010
Skills
Credit, Analytics, Business Analysis, Loans, Series 7, Commercial Banking, Credit Analysis, Commercial Lending, Portfolio Management, Underwriting, Wealth Management, Loan Origination, Small Business Lending, Series 63, Consumer Lending, FHA
Education
University of Cincinnati 1988 — 1991
Medina High School 1981 — 1985
Cary Sandell's Wells Fargo Bank, N.A. Experience 1994 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. 1994 - Present
Skills
Commercial Lending, Banking, Credit, Financial Analysis, Leadership, Sales Management, New Business Development, Management, Sales, Business Strategy, Team Leadership, Leadership Development
Education
University of Nebraska-Lincoln 1988 — 1994
Master's degree, Agricultural Economics
Wells Fargo Bank, N.A. 1994 - Present
Skills
Commercial Lending, Banking, Credit, Financial Analysis, Leadership, Sales Management, New Business Development, Management, Sales, Business Strategy, Team Leadership, Leadership Development
Education
University of Nebraska-Lincoln 1988 — 1994
Master's degree, Agricultural Economics
Stephen Bardon, CPA's Wells Fargo Bank, N.A. Experience January 2015 - Present
Job Senior Audit Manager at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, NA December 2013 - January 2015
Wells Fargo Advisors June 2008 - December 2013
A.G. Edwards Trust Company FSB June 2006 - December 2007
A.G. Edwards October 2004 - June 2006
A.G. Edwards & Sons, Inc. November 1998 - October 2004
Ernst & Young LLP February 1997 - November 1998
Boatmen's Bancshares, Inc. December 1984 - February 1997
Skills
Accounting, Sarbanes-Oxley, Risk Assessment, Risk Management, Finance, Internal Controls, Budgets, Budget Forecasts, Compliance, Project Management, Internal Audit, External Audit, Leadership, Program Management, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Executive Management, Financial Services, Financial Risk, Mergers & Acquisitions, Financial Planning
Education
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science Business Administration, Accounting
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, NA December 2013 - January 2015
Wells Fargo Advisors June 2008 - December 2013
A.G. Edwards Trust Company FSB June 2006 - December 2007
A.G. Edwards October 2004 - June 2006
A.G. Edwards & Sons, Inc. November 1998 - October 2004
Ernst & Young LLP February 1997 - November 1998
Boatmen's Bancshares, Inc. December 1984 - February 1997
Skills
Accounting, Sarbanes-Oxley, Risk Assessment, Risk Management, Finance, Internal Controls, Budgets, Budget Forecasts, Compliance, Project Management, Internal Audit, External Audit, Leadership, Program Management, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Executive Management, Financial Services, Financial Risk, Mergers & Acquisitions, Financial Planning
Education
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science Business Administration, Accounting
James H. Davis III's Wells Fargo Bank, N.A. Experience June 1999 - June 2001
Job Director and Associate General Counsel at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Metropolitan Black Bar Association July 2011 - June 2014
UBS July 2013 - December 2013
MetLife Bank, N.A. January 2012 - May 2013
MetLife Bank, N.A. November 2007 - January 2012
Charles Schwab Bank, N.A. November 2003 - November 2007
Providian Financial June 2001 - November 2003
Wells Fargo Bank, N.A. June 1999 - June 2001
United States Securities and Exchange Commission August 1994 - June 1999
Skills
Risk Management, Corporate Law, Insurance, Commercial Litigation, Corporate Governance, Litigation, Privacy Law, Employment Law, Litigation Management, Legal Research, Legal Writing, Mortgage Lending, Due Diligence, Underwriting, Financial Risk, Licensing, Banking, Mergers & Acquisitions
Education
University of Arizona, James E. Rogers College of Law 1991 — 1994
University of California, Santa Barbara 1985 — 1989
B.A., Law and Society
Independence High School
TIAA-CREF January 2014 - Present
Metropolitan Black Bar Association July 2011 - June 2014
UBS July 2013 - December 2013
MetLife Bank, N.A. January 2012 - May 2013
MetLife Bank, N.A. November 2007 - January 2012
Charles Schwab Bank, N.A. November 2003 - November 2007
Providian Financial June 2001 - November 2003
Wells Fargo Bank, N.A. June 1999 - June 2001
United States Securities and Exchange Commission August 1994 - June 1999
Skills
Risk Management, Corporate Law, Insurance, Commercial Litigation, Corporate Governance, Litigation, Privacy Law, Employment Law, Litigation Management, Legal Research, Legal Writing, Mortgage Lending, Due Diligence, Underwriting, Financial Risk, Licensing, Banking, Mergers & Acquisitions
Education
University of Arizona, James E. Rogers College of Law 1991 — 1994
University of California, Santa Barbara 1985 — 1989
B.A., Law and Society
Independence High School
Carrie Cox's Wells Fargo Bank, N.A. Experience March 2010 - January 2013
Job Sr. Paralegal National Agency Division at First American Financial Corporation
Industry Financial Services
Experience
First American Financial Corporation January 2013 - Present
Wells Fargo Bank, N.A. March 2010 - January 2013
Wells Fargo & Co. April 2006 - November 2009
The First American Corporation 2000 - 2007
RESdirect 2000 - 2007
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Loss Mitigation, Risk Mitigation, Risk Strategy, Post Closing, Title Agent, Title Underwriting, Legal Research, Customer Service, Vendor Management, Business Analysis, Strategy, Loans, Loan Servicing, Mortgage Servicing, Credit, Underwriting, Banking, Mortgage Underwriting, FHA, Financial Services, Refinance, Title Insurance, Consumer Lending, Escrow, Risk Management
Education
Minnesota Paralegal Institute 1996 — 1997
Post Baccalaurate ABA Paralegal Certificate, Paralegal
University of Minnesota-Twin Cities 1971 — 1976
Bachelor of Science (BS), Foods, Nutrition, and Wellness Studies, General
First American Financial Corporation January 2013 - Present
Wells Fargo Bank, N.A. March 2010 - January 2013
Wells Fargo & Co. April 2006 - November 2009
The First American Corporation 2000 - 2007
RESdirect 2000 - 2007
Skills
Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Loss Mitigation, Risk Mitigation, Risk Strategy, Post Closing, Title Agent, Title Underwriting, Legal Research, Customer Service, Vendor Management, Business Analysis, Strategy, Loans, Loan Servicing, Mortgage Servicing, Credit, Underwriting, Banking, Mortgage Underwriting, FHA, Financial Services, Refinance, Title Insurance, Consumer Lending, Escrow, Risk Management
Education
Minnesota Paralegal Institute 1996 — 1997
Post Baccalaurate ABA Paralegal Certificate, Paralegal
University of Minnesota-Twin Cities 1971 — 1976
Bachelor of Science (BS), Foods, Nutrition, and Wellness Studies, General
Paul J. Duhamel's Wells Fargo Bank, N.A. Experience January 2012 - Present
Job Senior Company Counsel at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2012 - Present
Wells Fargo Bank, N.A. August 1996 - Present
Wells Fargo & Co. 1996 - March 2012
LB Credit Corporation January 1993 - December 1993
Skills
Financial Structuring, Financial Services, Legal Writing, Financial Risk, Privacy Law, Risk Management, Real Estate, Vendor Management, Contract Negotiation, Corporate Governance, Intellectual Property, Due Diligence, Corporate Law
Education
University of California, Hastings College of the Law
Juris Doctor, Law
Wells Fargo Bank, N.A. January 2012 - Present
Wells Fargo Bank, N.A. August 1996 - Present
Wells Fargo & Co. 1996 - March 2012
LB Credit Corporation January 1993 - December 1993
Skills
Financial Structuring, Financial Services, Legal Writing, Financial Risk, Privacy Law, Risk Management, Real Estate, Vendor Management, Contract Negotiation, Corporate Governance, Intellectual Property, Due Diligence, Corporate Law
Education
University of California, Hastings College of the Law
Juris Doctor, Law
Gerry Schwartzmeyer's Wells Fargo Bank, N.A. Experience October 2012 - Present
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. October 2012 - Present
Wells Fargo June 2009 - October 2012
California Freedom Dynamic Lending Solutions November 2007 - May 2011
Alzheimer's Association May 2006 - November 2007
Gerry Schwartzmeyer, Personal Trainer September 2001 - May 2006
Skills
Credit, Finance, Investments, Management, Wealth Management, Leadership, Sales, Portfolio Management
Education
University of California, San Diego 2000 — 2005
B.A., Political Science, Political Economy
University of San Diego School of Law
Wells Fargo Bank, N.A. October 2012 - Present
Wells Fargo June 2009 - October 2012
California Freedom Dynamic Lending Solutions November 2007 - May 2011
Alzheimer's Association May 2006 - November 2007
Gerry Schwartzmeyer, Personal Trainer September 2001 - May 2006
Skills
Credit, Finance, Investments, Management, Wealth Management, Leadership, Sales, Portfolio Management
Education
University of California, San Diego 2000 — 2005
B.A., Political Science, Political Economy
University of San Diego School of Law
Raymond Delli Colli's Wells Fargo Bank, N.A. Experience July 2006 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. July 2006 - Present
Wachovia Bank 2002 - 2006
Skills
Corporate Finance, Corporate Trust, Fixed Income, Structured Finance, Securities, Equities, Investments, Financial Services, Bonds, Relationship Management, Securitization, Capital Markets, Portfolio Management, Risk Management, Project Finance, Finance, Funding, Banking, Loans, Structured Products, Financial Markets
Education
University at Albany, SUNY 1988 — 1993
Wells Fargo Bank, N.A. July 2006 - Present
Wachovia Bank 2002 - 2006
Skills
Corporate Finance, Corporate Trust, Fixed Income, Structured Finance, Securities, Equities, Investments, Financial Services, Bonds, Relationship Management, Securitization, Capital Markets, Portfolio Management, Risk Management, Project Finance, Finance, Funding, Banking, Loans, Structured Products, Financial Markets
Education
University at Albany, SUNY 1988 — 1993
Zach Gillespie's Wells Fargo Bank, N.A. Experience April 2008 - Present
Job Personal Banker
Industry Banking
Experience
Wells Fargo Bank, N.A. April 2008 - Present
Wells Fargo Bank September 2007 - April 2008
Wells Fargo March 2007 - October 2007
Education
Wayland Baptist University 2008 — 2010
University of North Texas 2003 — 2005
Business Admin, Finance
Wells Fargo Bank, N.A. April 2008 - Present
Wells Fargo Bank September 2007 - April 2008
Wells Fargo March 2007 - October 2007
Education
Wayland Baptist University 2008 — 2010
University of North Texas 2003 — 2005
Business Admin, Finance
Tong Patten's Wells Fargo Bank, N.A. Experience September 2006 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. September 2006 - Present
Skills
Human Resources, Negotiation, New Business Development
Education
University of Colorado Boulder - Leeds School of Business 1988 — 1993
Wells Fargo Bank, N.A. September 2006 - Present
Skills
Human Resources, Negotiation, New Business Development
Education
University of Colorado Boulder - Leeds School of Business 1988 — 1993
Michael Orendorf's Wells Fargo Bank, N.A. Experience 2002 - August 2011
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust Company August 2011 - Present
Wells Fargo Bank, N.A. 2002 - August 2011
Wachovia Corporation 1997 - 2002
Wachovia Bank 1997 - 2002
Wilmington Trust 1988 - 1997
Skills
Securities, Asset Managment, Alternative Investments, Banking, Mutual Funds, Portfolio Management, Asset Management, Series 7, Hedge Funds, Investments, Life Insurance, Risk Management, Structured Finance, Wealth Management
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
BSEC, Economics
Wilmington Trust Company August 2011 - Present
Wells Fargo Bank, N.A. 2002 - August 2011
Wachovia Corporation 1997 - 2002
Wachovia Bank 1997 - 2002
Wilmington Trust 1988 - 1997
Skills
Securities, Asset Managment, Alternative Investments, Banking, Mutual Funds, Portfolio Management, Asset Management, Series 7, Hedge Funds, Investments, Life Insurance, Risk Management, Structured Finance, Wealth Management
Education
University of Delaware - Lerner College of Business and Economics 1983 — 1987
BSEC, Economics
Alan C. Frazier's Wells Fargo Bank, N.A. Experience May 2007 - Present
Job SVP, Wells Fargo Bank, N.A., Managing Director, Executive Benefits
Industry Financial Services
Experience
Wells Fargo Bank, N.A. May 2007 - Present
Wachovia December 1996 - May 2007
Wachovia June 1986 - December 1996
Union Carbide 1985 - 1986
TRW July 1984 - March 1985
Skills
Retirement Planning, Investments, Employee Benefits, Relationship Management, 401k, Pensions, Mutual Funds, Financial Services, Retirement, Asset Allocation, Series 63, Asset Management, Life Insurance, Series 7, Series 24, Investment Management, Banking, Defined Benefit, Insurance, Asset Managment, Team Leadership, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Executive Program
University of North Carolina at Chapel Hill 1980 — 1984
BSBA
Wells Fargo Bank, N.A. May 2007 - Present
Wachovia December 1996 - May 2007
Wachovia June 1986 - December 1996
Union Carbide 1985 - 1986
TRW July 1984 - March 1985
Skills
Retirement Planning, Investments, Employee Benefits, Relationship Management, 401k, Pensions, Mutual Funds, Financial Services, Retirement, Asset Allocation, Series 63, Asset Management, Life Insurance, Series 7, Series 24, Investment Management, Banking, Defined Benefit, Insurance, Asset Managment, Team Leadership, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Executive Program
University of North Carolina at Chapel Hill 1980 — 1984
BSBA
Carol Tracey Gibson's Wells Fargo Bank, N.A. Experience September 1994 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. September 1994 - Present
Wells Fargo Bank, N.A. 1994 - 2008
Skills
Fixed Income, Structured Finance, Capital Markets, Portfolio Management, Loans, Securitization, Financial Modeling, Securities, Banking, Derivatives, Bloomberg, Valuation, Structured Products, Financial Analysis, Credit
Education
University of Maryland Baltimore County 1988 — 1994
Economics, Accounting, Finance
University of Maryland College Park 1988 — 1993
Wells Fargo Bank, N.A. September 1994 - Present
Wells Fargo Bank, N.A. 1994 - 2008
Skills
Fixed Income, Structured Finance, Capital Markets, Portfolio Management, Loans, Securitization, Financial Modeling, Securities, Banking, Derivatives, Bloomberg, Valuation, Structured Products, Financial Analysis, Credit
Education
University of Maryland Baltimore County 1988 — 1994
Economics, Accounting, Finance
University of Maryland College Park 1988 — 1993
Seamus Murphy's Wells Fargo Bank, N.A. Experience January 2013 - July 2013
Job Mortgage Loan Officer at Guild Mortgage NMLS 484496
Industry Real Estate
Experience
Guild Mortgage Company July 2013 - Present
Wells Fargo Bank, N.A. January 2013 - July 2013
Wells Fargo Bank, N.A. October 2011 - January 2013
Wells Fargo Bank, N.A. January 2011 - October 2011
Wells Fargo Bank, N.A. October 2009 - December 2010
Lahontan Golf Club 2006 - 2009
Skills
Mortgage Lending, Customer Service, Credit, Management, Small Business Lending, Loans, Banking, Marketing, Sales, Golf, Retail Banking, Finance, Leadership, Commercial Lending, Consumer Lending, Financial Analysis, Loan Origination, Mortgage Banking, Refinance, Strategic Planning, Credit Analysis, Investments, Lines Of Credit, Investment Properties, First Time Home Buyers, Team Building, Government Loans, VA loans, Residential Mortgages, FHA, Financial Services, Financial Advisory, Cross Selling, Real Estate, Training, Branch Banking, FHA financing, Relationship Management, Loan Servicing, FHA Financing, VA Loans
Education
University of Nevada-Reno 2004 — 2009
Bachelor of Science, Business Management
Incline Village Highschool
Palo Verde Highschool
Guild Mortgage Company July 2013 - Present
Wells Fargo Bank, N.A. January 2013 - July 2013
Wells Fargo Bank, N.A. October 2011 - January 2013
Wells Fargo Bank, N.A. January 2011 - October 2011
Wells Fargo Bank, N.A. October 2009 - December 2010
Lahontan Golf Club 2006 - 2009
Skills
Mortgage Lending, Customer Service, Credit, Management, Small Business Lending, Loans, Banking, Marketing, Sales, Golf, Retail Banking, Finance, Leadership, Commercial Lending, Consumer Lending, Financial Analysis, Loan Origination, Mortgage Banking, Refinance, Strategic Planning, Credit Analysis, Investments, Lines Of Credit, Investment Properties, First Time Home Buyers, Team Building, Government Loans, VA loans, Residential Mortgages, FHA, Financial Services, Financial Advisory, Cross Selling, Real Estate, Training, Branch Banking, FHA financing, Relationship Management, Loan Servicing, FHA Financing, VA Loans
Education
University of Nevada-Reno 2004 — 2009
Bachelor of Science, Business Management
Incline Village Highschool
Palo Verde Highschool
Rana Noueilaty Ramsey's Wells Fargo Bank, N.A. Experience 2006 - 2008
Job Corporate Accounts Manager at Leica Biosystems
Industry Medical Devices
Experience
Leica Biosystems September 2014 - Present
Leica Biosystems December 2010 - Present
Leica Biosystems October 2009 - December 2010
Helping the Aging, Needy and Disabled January 2009 - December 2009
Regions Bank May 2008 - March 2009
Big Hearts for Brave Hearts, Hospice Austin January 2008 - January 2009
Wells Fargo Bank, N.A. 2006 - 2008
Skills
Sales, Sales Process, Non-profits, Salesforce.com, Customer Service, Sales Management, Social Media, Selling, New Business Development, Direct Sales, Event Planning, Nonprofits, Cold Calling, Marketing, Sales Operations, Account Management
Education
The University of Texas at Austin 2001 — 2004
Bachelor, Psychology
Leica Biosystems September 2014 - Present
Leica Biosystems December 2010 - Present
Leica Biosystems October 2009 - December 2010
Helping the Aging, Needy and Disabled January 2009 - December 2009
Regions Bank May 2008 - March 2009
Big Hearts for Brave Hearts, Hospice Austin January 2008 - January 2009
Wells Fargo Bank, N.A. 2006 - 2008
Skills
Sales, Sales Process, Non-profits, Salesforce.com, Customer Service, Sales Management, Social Media, Selling, New Business Development, Direct Sales, Event Planning, Nonprofits, Cold Calling, Marketing, Sales Operations, Account Management
Education
The University of Texas at Austin 2001 — 2004
Bachelor, Psychology
Angela Mavis's Wells Fargo Bank, N.A. Experience January 2008 - January 2009
Job Experienced Finance Professional
Industry Financial Services
Experience
Wells Fargo January 2009 - Present
Wells Fargo Bank, N.A. January 2008 - January 2009
Wells Fargo Bank, N.A. March 2006 - January 2008
Wells Fargo Bank, N.A. March 2005 - March 2006
Wells Fargo Bank, N.A. February 2001 - March 2005
Wells Fargo Bank, N.A. June 2000 - February 2002
Wells Fargo Bank, N.A. December 1998 - June 2000
Skills
Risk Management, Mortgage Lending, Capital Markets, Securitization, Cash Management, Financial Analysis, Finance, MBS, Financial Risk, Structured Finance, Analysis, Strategic Financial..., Securities
Education
Gov. Thomas Johnson H. S.
University of Maryland College Park
BS Finance, Finance / Economics
Wells Fargo January 2009 - Present
Wells Fargo Bank, N.A. January 2008 - January 2009
Wells Fargo Bank, N.A. March 2006 - January 2008
Wells Fargo Bank, N.A. March 2005 - March 2006
Wells Fargo Bank, N.A. February 2001 - March 2005
Wells Fargo Bank, N.A. June 2000 - February 2002
Wells Fargo Bank, N.A. December 1998 - June 2000
Skills
Risk Management, Mortgage Lending, Capital Markets, Securitization, Cash Management, Financial Analysis, Finance, MBS, Financial Risk, Structured Finance, Analysis, Strategic Financial..., Securities
Education
Gov. Thomas Johnson H. S.
University of Maryland College Park
BS Finance, Finance / Economics
Fleming Castlebury's Wells Fargo Bank, N.A. Experience May 2010 - Present
Job Loan Administration Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. May 2010 - Present
Education
Wake Forest University School of Business 1985 — 1987
MBA, Business
University of North Carolina at Chapel Hill 1974 — 1979
BS, Industrial Relations
Wells Fargo Bank, N.A. May 2010 - Present
Education
Wake Forest University School of Business 1985 — 1987
MBA, Business
University of North Carolina at Chapel Hill 1974 — 1979
BS, Industrial Relations
Roderick Shipley's Wells Fargo Bank, N.A. Experience 2000 - Present
Job Regional Director, Wells Fargo Bank N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. 2000 - Present
National Bank of Alaska 1991 - 2000
National Bank of Alaska 1987 - 1991
Skills
Retirement Planning, Banking, Strategic Planning, Team Building, Sales Management, New Business Development, Change Management, Coaching, Risk Management, Team Leadership, Strategic Financial..., Mutual Funds, Financial Analysis, Investments, Budgets, Training, Strategy, Forecasting, Financial Services, Negotiation, Business Development, Business Analysis, Leadership, Asset Allocation, Financial Modeling, Executive Management, Investment Strategies, Alternative Investments, Commercial Lending, Investment Management, Portfolio Management, 401k, Bonds, Pensions, Fixed Income, ERISA, Employee Benefits, Defined Benefit, Underwriting, Qualified Retirement..., Financial Planning
Education
University of Nevada-Reno 1972 — 1975
Bachelor of Science, Business Administration
Wells Fargo Bank, N.A. 2000 - Present
National Bank of Alaska 1991 - 2000
National Bank of Alaska 1987 - 1991
Skills
Retirement Planning, Banking, Strategic Planning, Team Building, Sales Management, New Business Development, Change Management, Coaching, Risk Management, Team Leadership, Strategic Financial..., Mutual Funds, Financial Analysis, Investments, Budgets, Training, Strategy, Forecasting, Financial Services, Negotiation, Business Development, Business Analysis, Leadership, Asset Allocation, Financial Modeling, Executive Management, Investment Strategies, Alternative Investments, Commercial Lending, Investment Management, Portfolio Management, 401k, Bonds, Pensions, Fixed Income, ERISA, Employee Benefits, Defined Benefit, Underwriting, Qualified Retirement..., Financial Planning
Education
University of Nevada-Reno 1972 — 1975
Bachelor of Science, Business Administration
Jeffrey Collier's Wells Fargo Bank, N.A. Experience April 2005 - December 2008
Job Senior Vice President/Lending Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank December 2008 - Present
Wells Fargo Bank, N.A. April 2005 - December 2008
Skills
Commercial Credit, Equipment Finance, Loans, Small Business Lending, Commercial Banking, Real Estate, Lines Of Credit, Structuring, Credit Analysis, Loan Structuring, Loan Origination, Credit, Financial Structuring, Underwriting, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Sales, Mortgage Lending, Consumer Lending, Credit Risk, Relationship Management, Investments
Education
University of Iowa 1988 — 1992
BBA, Finance
Wells Fargo Bank December 2008 - Present
Wells Fargo Bank, N.A. April 2005 - December 2008
Skills
Commercial Credit, Equipment Finance, Loans, Small Business Lending, Commercial Banking, Real Estate, Lines Of Credit, Structuring, Credit Analysis, Loan Structuring, Loan Origination, Credit, Financial Structuring, Underwriting, Portfolio Management, Commercial Lending, Banking, Financial Analysis, Sales, Mortgage Lending, Consumer Lending, Credit Risk, Relationship Management, Investments
Education
University of Iowa 1988 — 1992
BBA, Finance
Alex Ray's Wells Fargo Bank, N.A. Experience October 2006 - February 2011
Job San Francisco Mortgage Loan Officer, NMLSR ID 690395
Industry Banking
Experience
Wells Fargo Home Mortgage March 2011 - Present
Wells Fargo Investments, LLC October 2008 - February 2011
Wells Fargo Bank, N.A. October 2006 - February 2011
12 Threads September 2007 - December 2010
IDEAL English Academy September 2004 - June 2006
IDEAL English Academy March 2002 - August 2004
ELC International November 2000 - March 2002
Skills
Loans, Teaching, Financial Services, Credit, Banking, Curriculum Design, Mortgage Banking, Customer Service, Recruiting, Refinance, Employee Relations, Strategic Planning, Management, Mortgage Lending, Training, Outlook, Credit Analysis, Analysis, Event Planning, English, Human Resources, FHA
Education
New World Teachers 2000 — 2000
TEFL Certificate, English as a Foreign Language
University of California, Berkeley 1987 — 1992
Bachelor's Degree (dual), Film Studies and German Language
Wells Fargo Home Mortgage March 2011 - Present
Wells Fargo Investments, LLC October 2008 - February 2011
Wells Fargo Bank, N.A. October 2006 - February 2011
12 Threads September 2007 - December 2010
IDEAL English Academy September 2004 - June 2006
IDEAL English Academy March 2002 - August 2004
ELC International November 2000 - March 2002
Skills
Loans, Teaching, Financial Services, Credit, Banking, Curriculum Design, Mortgage Banking, Customer Service, Recruiting, Refinance, Employee Relations, Strategic Planning, Management, Mortgage Lending, Training, Outlook, Credit Analysis, Analysis, Event Planning, English, Human Resources, FHA
Education
New World Teachers 2000 — 2000
TEFL Certificate, English as a Foreign Language
University of California, Berkeley 1987 — 1992
Bachelor's Degree (dual), Film Studies and German Language
Mark Dolnack's Wells Fargo Bank, N.A. Experience May 2007 - September 2010
Job SelfEmployed
Industry Financial Services
Experience
Wells Fargo Bank, N.A. May 2007 - September 2010
SunTrust Bank April 2006 - April 2007
Wells Fargo Bank, N.A. November 1989 - March 2006
Skills
Loans, Commercial Lending, Credit, Underwriting, Credit Risk, Banking, Deposits, Credit Analysis, Commercial Banking, Treasury Management, Small Business Lending, Mortgage Banking, Credit Management, Accounting, Financial Accounting, Financial Risk, Financial Markets, Financial Statements, Construction Loans, Real Estate Lending, C&I Lending
Education
University of Central Florida - College of Business Administration
MBA, Business Administration
University of Central Florida - College of Business Administration
BSBA, Finance
Wells Fargo Bank, N.A. May 2007 - September 2010
SunTrust Bank April 2006 - April 2007
Wells Fargo Bank, N.A. November 1989 - March 2006
Skills
Loans, Commercial Lending, Credit, Underwriting, Credit Risk, Banking, Deposits, Credit Analysis, Commercial Banking, Treasury Management, Small Business Lending, Mortgage Banking, Credit Management, Accounting, Financial Accounting, Financial Risk, Financial Markets, Financial Statements, Construction Loans, Real Estate Lending, C&I Lending
Education
University of Central Florida - College of Business Administration
MBA, Business Administration
University of Central Florida - College of Business Administration
BSBA, Finance
Aaron Stafford's Wells Fargo Bank, N.A. Experience March 2009 - July 2011
Job Operational Risk Consultant, AVP
Industry Financial Services
Experience
Wells Fargo Home Mortgage July 2011 - Present
Wells Fargo Bank, N.A. March 2009 - July 2011
Skills
Operational Risk..., Risk Modeling, Strategic Planning, Financial Analysis, Financial Accounting, Financial Reporting, Quality Assurance, Program Management, Vendor Management, Business Objects, Microsoft Excel, Access, SAS programming, Data Analysis, Data Mining, Internal Controls, Mortgage Lending, Financial Risk, Business Process, Analysis, Operational Risk, Enterprise Risk..., Loan Servicing, Leadership, Securities, Business Process..., Information Technology, Requirements Analysis, CRM, Training, Economics, Loss Mitigation, Software Documentation, Security, Risk Management, Financial Services, Customer Service, Loans, SAS, Finance, Credit, Management, Mortgage Banking, Financial Modeling, Portfolio Management, Executive Management, Credit Analysis, Policy, Underwriting, Change Management
Education
University of Maryland Baltimore County
B.A., Economics
Meade Senior High
Wells Fargo Home Mortgage July 2011 - Present
Wells Fargo Bank, N.A. March 2009 - July 2011
Skills
Operational Risk..., Risk Modeling, Strategic Planning, Financial Analysis, Financial Accounting, Financial Reporting, Quality Assurance, Program Management, Vendor Management, Business Objects, Microsoft Excel, Access, SAS programming, Data Analysis, Data Mining, Internal Controls, Mortgage Lending, Financial Risk, Business Process, Analysis, Operational Risk, Enterprise Risk..., Loan Servicing, Leadership, Securities, Business Process..., Information Technology, Requirements Analysis, CRM, Training, Economics, Loss Mitigation, Software Documentation, Security, Risk Management, Financial Services, Customer Service, Loans, SAS, Finance, Credit, Management, Mortgage Banking, Financial Modeling, Portfolio Management, Executive Management, Credit Analysis, Policy, Underwriting, Change Management
Education
University of Maryland Baltimore County
B.A., Economics
Meade Senior High
Alex E. Roedel's Wells Fargo Bank, N.A. Experience July 2012 - Present
Job Legal Process Specialist at Wells Fargo Bank, N.A.
Industry Legal Services
Experience
Wells Fargo Bank, N.A. July 2012 - Present
Russell & Lazarus June 2011 - July 2012
Self-Employed June 2011 - July 2012
Russell & Lazarus February 2008 - June 2011
IMARC,LLC June 2006 - January 2008
Argent Mortgage Company April 2005 - May 2006
Ameriquest Mortgage Company November 2004 - March 2005
Cadden & Fuller, LLP September 2003 - September 2004
Skills
Litigation, Westlaw, Legal Research, Lexis, Legal Writing, Courts, Trials, Legal Assistance, Public Speaking, Real Estate, Civil Litigation, Bankruptcy, Legal Documents, Depositions, Licensing, Torts, Mediation, Fraud, Arbitration, Appeals, Real Estate Transactions, Litigation Support, Loans, Litigation Management, Contract Negotiation, Foreclosures, Research, Analysis, Wordperfect, Document Review, Legal Issues, Filing, Spanish, Dispute Resolution, Employment Law, Due Diligence, Mortgage Lending, Personal Injury
Education
University of California, Irvine 2003 — 2005
Paralegal Certificate - ABA Certified, Paralegal Certificate
University of Colorado at Boulder 1993 — 1998
Bachelor of Arts (B.A.), Political Science / Minor: Economics
San Marino 1990 — 1993
High School Education, General Studies
Wells Fargo Bank, N.A. July 2012 - Present
Russell & Lazarus June 2011 - July 2012
Self-Employed June 2011 - July 2012
Russell & Lazarus February 2008 - June 2011
IMARC,LLC June 2006 - January 2008
Argent Mortgage Company April 2005 - May 2006
Ameriquest Mortgage Company November 2004 - March 2005
Cadden & Fuller, LLP September 2003 - September 2004
Skills
Litigation, Westlaw, Legal Research, Lexis, Legal Writing, Courts, Trials, Legal Assistance, Public Speaking, Real Estate, Civil Litigation, Bankruptcy, Legal Documents, Depositions, Licensing, Torts, Mediation, Fraud, Arbitration, Appeals, Real Estate Transactions, Litigation Support, Loans, Litigation Management, Contract Negotiation, Foreclosures, Research, Analysis, Wordperfect, Document Review, Legal Issues, Filing, Spanish, Dispute Resolution, Employment Law, Due Diligence, Mortgage Lending, Personal Injury
Education
University of California, Irvine 2003 — 2005
Paralegal Certificate - ABA Certified, Paralegal Certificate
University of Colorado at Boulder 1993 — 1998
Bachelor of Arts (B.A.), Political Science / Minor: Economics
San Marino 1990 — 1993
High School Education, General Studies
Dave Bernas's Wells Fargo Bank, N.A. Experience March 2001 - Present
Job Senior Vice President at Wells Fargo
Industry Real Estate
Experience
Wells Fargo Bank, N.A. March 2001 - Present
GE Capital Real Estate December 1997 - March 2001
Altschuler Melvoin & Glasser LLP, Certified Public Accountants September 1994 - December 1997
Skills
Credit, Commercial Mortgages, Due Diligence, Finance, Disposition, Real Estate, Risk Management, Contract Negotiation
Education
University of Illinois at Chicago 1990 — 1994
Bachelor of Science (B.S.), Accounting
Wells Fargo Bank, N.A. March 2001 - Present
GE Capital Real Estate December 1997 - March 2001
Altschuler Melvoin & Glasser LLP, Certified Public Accountants September 1994 - December 1997
Skills
Credit, Commercial Mortgages, Due Diligence, Finance, Disposition, Real Estate, Risk Management, Contract Negotiation
Education
University of Illinois at Chicago 1990 — 1994
Bachelor of Science (B.S.), Accounting
Sheila Mangus's Wells Fargo Bank, N.A. Experience August 2012 - Present
Job Sales Team Lead at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. August 2012 - Present
Wells Fargo, N A September 2006 - May 2010
Wells fargo Bank, N.A. May 2005 - October 2005
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Portfolio Management, Commercial Banking, Risk Management, Relationship Management, Financial Analysis, Investments
Education
The University of Texas at Austin 1995 — 2000
Bachelor of Arts (B.A.), Psychology
Wells Fargo Bank, N.A. August 2012 - Present
Wells Fargo, N A September 2006 - May 2010
Wells fargo Bank, N.A. May 2005 - October 2005
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Portfolio Management, Commercial Banking, Risk Management, Relationship Management, Financial Analysis, Investments
Education
The University of Texas at Austin 1995 — 2000
Bachelor of Arts (B.A.), Psychology
Ari Rotenberg's Wells Fargo Bank, N.A. Experience July 2009 - February 2013
Job Attorney
Industry Oil & Energy
Experience
Frederic Dorwart, Lawyers February 2013 - Present
Wells Fargo Bank, N.A. July 2009 - February 2013
Sidley Austin LLP November 2004 - July 2009
Field and Goldberg, LLC December 2002 - November 2004
DePaul University College of Law January 2004 - June 2004
Neal, Gerber & Eisenberg June 1999 - December 2002
Israeli Knesset (Parliament) June 1997 - August 1997
American Jewish Congress, Midwest Region June 1994 - August 1995
Education
University of Chicago Law School 1997 — 1999
J.D.
University of Michigan 1990 — 1994
B.A., Political Science
Frederic Dorwart, Lawyers February 2013 - Present
Wells Fargo Bank, N.A. July 2009 - February 2013
Sidley Austin LLP November 2004 - July 2009
Field and Goldberg, LLC December 2002 - November 2004
DePaul University College of Law January 2004 - June 2004
Neal, Gerber & Eisenberg June 1999 - December 2002
Israeli Knesset (Parliament) June 1997 - August 1997
American Jewish Congress, Midwest Region June 1994 - August 1995
Education
University of Chicago Law School 1997 — 1999
J.D.
University of Michigan 1990 — 1994
B.A., Political Science
Mark Olson, CSM, PMP's Wells Fargo Bank, N.A. Experience May 2014 - Present
Job Project / Program Manager
Industry Information Technology and Services
Experience
Wells Fargo Bank, N.A. May 2014 - Present
Experian Consumer Direct May 2011 - February 2014
Stewart Professional Solutions August 2009 - June 2011
Ajilon Consulting September 2007 - June 2009
New Century Mortgage September 2005 - February 2007
Irvine Technology Corporation October 2003 - September 2005
Countrywide Home Loans April 2001 - October 2003
Skills
Project Management, SDLC, Business Analysis, Software Project..., Vendor Management, PMP, MS Project, Agile Methodologies, Program Management, Agile Project Management, Process Improvement, Requirements Analysis, Visio, Business Process..., Project Portfolio..., PMO, Business Process, Business Intelligence, Integration, Quality Assurance, Management, Software Development, Software Documentation, CRM
Education
University of Missouri-Columbia 1993 — 1997
BSBA, Finance and Banking, Economics
Wells Fargo Bank, N.A. May 2014 - Present
Experian Consumer Direct May 2011 - February 2014
Stewart Professional Solutions August 2009 - June 2011
Ajilon Consulting September 2007 - June 2009
New Century Mortgage September 2005 - February 2007
Irvine Technology Corporation October 2003 - September 2005
Countrywide Home Loans April 2001 - October 2003
Skills
Project Management, SDLC, Business Analysis, Software Project..., Vendor Management, PMP, MS Project, Agile Methodologies, Program Management, Agile Project Management, Process Improvement, Requirements Analysis, Visio, Business Process..., Project Portfolio..., PMO, Business Process, Business Intelligence, Integration, Quality Assurance, Management, Software Development, Software Documentation, CRM
Education
University of Missouri-Columbia 1993 — 1997
BSBA, Finance and Banking, Economics
Angie Dugick's Wells Fargo Bank, N.A. Experience September 2006 - June 2012
Job President at Dugick Consulting LLC
Industry Banking
Experience
Dugick Consulting LLC December 2011 - Present
Wells Fargo Bank, N.A. September 2006 - June 2012
Banc of America Securities February 1989 - July 2006
Education
The University of Texas at Dallas
MBA, Finance
University of Alaska Anchorage
B.A., Economics
Dugick Consulting LLC December 2011 - Present
Wells Fargo Bank, N.A. September 2006 - June 2012
Banc of America Securities February 1989 - July 2006
Education
The University of Texas at Dallas
MBA, Finance
University of Alaska Anchorage
B.A., Economics
Owen O'Brien's Wells Fargo Bank, N.A. Experience June 2010 - November 2011
Job
Industry Information Technology and Services
Experience
Wells Fargo June 2012 - Present
Wells Fargo Bank, N.A. June 2010 - November 2011
DHL Express, Inc November 2003 - July 2009
DHL Express, Inc. December 1998 - November 2003
DHL Express, Inc January 1997 - December 1998
Skills
Enterprise Management, System Monitoring, Remote Infrastructure..., HP Openview, Unix, HP-UX, Linux, Red Hat Linux, Windows Server 2003, Informix, Informix 4GL, Oracle, MySQL, Erwin, OPNET, Wireshark, Remedy, Service Desk, SharePoint, ClearCase, Netbackup, Visio, MS Project, Unix Shell Scripting, Perl
Education
University College Dublin
BA
Wells Fargo June 2012 - Present
Wells Fargo Bank, N.A. June 2010 - November 2011
DHL Express, Inc November 2003 - July 2009
DHL Express, Inc. December 1998 - November 2003
DHL Express, Inc January 1997 - December 1998
Skills
Enterprise Management, System Monitoring, Remote Infrastructure..., HP Openview, Unix, HP-UX, Linux, Red Hat Linux, Windows Server 2003, Informix, Informix 4GL, Oracle, MySQL, Erwin, OPNET, Wireshark, Remedy, Service Desk, SharePoint, ClearCase, Netbackup, Visio, MS Project, Unix Shell Scripting, Perl
Education
University College Dublin
BA
Philip Coote's Wells Fargo Bank, N.A. Experience August 2011 - Present
Job Senior Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. August 2011 - Present
Regions Bank June 1994 - August 2011
Education
Graduate School of Banking at LSU
Banking and Finance
University of New Orleans
Finance
Wells Fargo Bank, N.A. August 2011 - Present
Regions Bank June 1994 - August 2011
Education
Graduate School of Banking at LSU
Banking and Finance
University of New Orleans
Finance
John Stohlmann's Wells Fargo Bank, N.A. Experience Vice PresidentWells Fargo2007 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. Vice PresidentWells Fargo2007 - Present
The Bank of New York April 2002 - March 2007
NCNB Bank, N.A. 1977 - 1993
Education
University of Nebraska-Lincoln 1962 — 1964
BS in BA, Finance and Economics
Wells Fargo Bank, N.A. Vice PresidentWells Fargo2007 - Present
The Bank of New York April 2002 - March 2007
NCNB Bank, N.A. 1977 - 1993
Education
University of Nebraska-Lincoln 1962 — 1964
BS in BA, Finance and Economics
Mabel Harris's Wells Fargo Bank, N.A. Experience October 2006 - Present
Job Director at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. October 2006 - Present
Wells Fargo June 1987 - Present
Reilly Mortgage Group 1987 - 2006
Skills
Risk Management, Asset Management, Credit, Loans, Mortgage Lending, Credit Risk, Customer Service, Financial Analysis, Credit Analysis, Portfolio Management, Financial Modeling, Banking, Valuation, Due Diligence
Education
University of Maryland College Park
B.A,, Economics
Wells Fargo Bank, N.A. October 2006 - Present
Wells Fargo June 1987 - Present
Reilly Mortgage Group 1987 - 2006
Skills
Risk Management, Asset Management, Credit, Loans, Mortgage Lending, Credit Risk, Customer Service, Financial Analysis, Credit Analysis, Portfolio Management, Financial Modeling, Banking, Valuation, Due Diligence
Education
University of Maryland College Park
B.A,, Economics
S. Grant Hendren's Wells Fargo Bank, N.A. Experience
Job Human Resource Consultant at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A.
Skills
Human Resources, Recruiting, Talent Management, Performance Management, Management, Marketing, Leadership, Customer Service, Public Speaking, Hospitality Industry, Tourism, Budgets, Team Building, Event Planning, Strategic Planning
Education
Society for Human Resource Management
SPHR, Senior Professional Human Resources
University of North Carolina at Chapel Hill
BA
Wells Fargo Bank, N.A.
Skills
Human Resources, Recruiting, Talent Management, Performance Management, Management, Marketing, Leadership, Customer Service, Public Speaking, Hospitality Industry, Tourism, Budgets, Team Building, Event Planning, Strategic Planning
Education
Society for Human Resource Management
SPHR, Senior Professional Human Resources
University of North Carolina at Chapel Hill
BA
Heather Adair's Wells Fargo Bank, N.A. Experience May 2010 - August 2011
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase April 2013 - January 2014
Bank of America Home Loans June 2012 - April 2013
Bank of America August 2011 - June 2012
Wells Fargo Bank, N.A. May 2010 - August 2011
Wells Fargo Home Mortgage March 2011 - June 2011
JP Morgan Chase Bank 2007 - 2009
Royce Builders 2006 - 2007
Encore Appraisal Group, Ltd. 2005 - 2006
Sold/Max Realty & Mortgage 2003 - 2006
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Consumer Lending, Loan Origination, Small Business Lending, Refinance, Banking, FHA, Loss Mitigation, Retail Banking, Real Estate, Underwriting, Credit Risk, Portfolio Management, Sales, Financial Analysis, Notary Public, Customer Service, First Time Home Buyers
Education
University of Houston 1999 — 2003
BBA, Business Administration Management
JPMorgan Chase February 2014 - Present
JPMorgan Chase April 2013 - January 2014
Bank of America Home Loans June 2012 - April 2013
Bank of America August 2011 - June 2012
Wells Fargo Bank, N.A. May 2010 - August 2011
Wells Fargo Home Mortgage March 2011 - June 2011
JP Morgan Chase Bank 2007 - 2009
Royce Builders 2006 - 2007
Encore Appraisal Group, Ltd. 2005 - 2006
Sold/Max Realty & Mortgage 2003 - 2006
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Consumer Lending, Loan Origination, Small Business Lending, Refinance, Banking, FHA, Loss Mitigation, Retail Banking, Real Estate, Underwriting, Credit Risk, Portfolio Management, Sales, Financial Analysis, Notary Public, Customer Service, First Time Home Buyers
Education
University of Houston 1999 — 2003
BBA, Business Administration Management
Noel Banuelos's Wells Fargo Bank, N.A. Experience September 2012 - May 2014
Job Financial Analyst at Ayco, a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company April 2015 - Present
MUFG Union Bank, N.A. June 2014 - April 2015
Wells Fargo Bank, N.A. September 2012 - May 2014
Enterprise Rent-A-Car September 2011 - August 2012
UCI Bookstore August 2009 - September 2011
First Investors Corporation September 2010 - December 2010
Skills
Marketing, Retail Banking, Sales, Customer Satisfaction, Management, Finance, Customer Service, Analysis, Financial Analysis, Social Networking, Time Management, Public Speaking
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Ayco, a Goldman Sachs Company April 2015 - Present
MUFG Union Bank, N.A. June 2014 - April 2015
Wells Fargo Bank, N.A. September 2012 - May 2014
Enterprise Rent-A-Car September 2011 - August 2012
UCI Bookstore August 2009 - September 2011
First Investors Corporation September 2010 - December 2010
Skills
Marketing, Retail Banking, Sales, Customer Satisfaction, Management, Finance, Customer Service, Analysis, Financial Analysis, Social Networking, Time Management, Public Speaking
Education
University of California, Irvine 2007 — 2011
Bachelor of Arts, Business Economics
Jelicia Reece's Wells Fargo Bank, N.A. Experience April 2010 - August 2011
Job Counter Manger at Lancome
Industry Cosmetics
Abraham John's Wells Fargo Bank, N.A. Experience September 2005 - October 2013
Job Plan Compliance Administrator at Interactive Retirement Systems, Ltd
Industry Banking
Experience
Alerus Retirement Solutions October 2013 - Present
Wells Fargo Bank, N.A. September 2005 - October 2013
Lincoln Financial Group 2002 - 2005
Toyota Financial Services 2000 - 2002
Westrec Marinas 1999 - 2000
Skills
Investments, Mutual Funds, Insurance, Retirement, Pensions, Training, 401k, Employee Benefits, Financial Services, Relationship Management, Retirement Planning, Securities, Series 63, Banking
Education
University of Illinois at Chicago 1988 — 2000
BA, Psychology, Biology
Alerus Retirement Solutions October 2013 - Present
Wells Fargo Bank, N.A. September 2005 - October 2013
Lincoln Financial Group 2002 - 2005
Toyota Financial Services 2000 - 2002
Westrec Marinas 1999 - 2000
Skills
Investments, Mutual Funds, Insurance, Retirement, Pensions, Training, 401k, Employee Benefits, Financial Services, Relationship Management, Retirement Planning, Securities, Series 63, Banking
Education
University of Illinois at Chicago 1988 — 2000
BA, Psychology, Biology
Jennifer. Sheets's Wells Fargo Bank, N.A. Experience March 1997 - Present
Job VP Senior Trust & Fiduciary Specialist at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. March 1997 - Present
Wells Fargo Bank, N.A. July 1990 - March 1997
Skills
Wealth Management, Estate Planning, Wealth Management..., High Net Worth..., Asset Allocation, Investments, Retirement Planning, Wealth, Investment Strategies, Investment Advisory, Trust Services, Strategic Financial..., Investment Management, Retirement, Banking, Financial Planning, Portfolio Management, Asset Management
Education
University of Nebraska College of Law 1992 — 1996
Juris Doctorate, Law
University of Nebraska-Lincoln 1992 — 1996
Master of Business Administration (M.B.A.), Juris Doctorate
University of Nebraska-Lincoln 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Waverly 1977 — 1987
High School Diploma
Wells Fargo Bank, N.A. March 1997 - Present
Wells Fargo Bank, N.A. July 1990 - March 1997
Skills
Wealth Management, Estate Planning, Wealth Management..., High Net Worth..., Asset Allocation, Investments, Retirement Planning, Wealth, Investment Strategies, Investment Advisory, Trust Services, Strategic Financial..., Investment Management, Retirement, Banking, Financial Planning, Portfolio Management, Asset Management
Education
University of Nebraska College of Law 1992 — 1996
Juris Doctorate, Law
University of Nebraska-Lincoln 1992 — 1996
Master of Business Administration (M.B.A.), Juris Doctorate
University of Nebraska-Lincoln 1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General
Waverly 1977 — 1987
High School Diploma
Carmen Lamadrid's Wells Fargo Bank, N.A. Experience August 2010 - Present
Job Student at University of Arizona
Industry
Experience
WELLS FARGO BANK, N.A. August 2010 - Present
WELLS FARGO FINANCIAL March 2010 - August 2010
Education
University of Arizona 2008 — 2010
WELLS FARGO BANK, N.A. August 2010 - Present
WELLS FARGO FINANCIAL March 2010 - August 2010
Education
University of Arizona 2008 — 2010
Debra Stowers's Wells Fargo Bank, N.A. Experience December 2002 - Present
Job
Industry Banking
Experience
Wells Fargo Bank, N.A. December 2002 - Present
Education
The University of Texas at Dallas 1975 — 1977
BS
Wells Fargo Bank, N.A. December 2002 - Present
Education
The University of Texas at Dallas 1975 — 1977
BS
Pete Sibal, PhD.'s Wells Fargo Bank, N.A. Experience September 2005 - Present
Job Economist and VP (on leave)
Industry Financial Services
Experience
Wells Fargo Bank, N.A. September 2005 - Present
Skills
Financial Risk, Forecasting, Economics, Stress Testing, Banking, Financial Analysis, Portfolio Management, Financial Modeling, Credit Risk, MIS Data Management and...
Education
University of Minnesota-Twin Cities
Doctor of Philosophy (Ph.D.), Applied Economics
Wells Fargo Bank, N.A. September 2005 - Present
Skills
Financial Risk, Forecasting, Economics, Stress Testing, Banking, Financial Analysis, Portfolio Management, Financial Modeling, Credit Risk, MIS Data Management and...
Education
University of Minnesota-Twin Cities
Doctor of Philosophy (Ph.D.), Applied Economics
Charley Kier's Wells Fargo Bank, N.A. Experience January 2013 - Present
Job Sr. Business Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. January 2013 - Present
Vectra Bank Colorado April 2007 - June 2012
Bank of Colorado August 2000 - April 2007
Skills
Accounting, Banking, Credit Analysis, Customer Service, Wealth Management, Risk Management, Underwriting, Cash Management, Investments
Education
Pacific Coast Banking School 1996 — 1998
University of Colorado at Boulder - Leeds School of Business 1987 — 1991
Bachelor of Science, Business Administration- Finance Emphasis
Wells Fargo Bank, N.A. January 2013 - Present
Vectra Bank Colorado April 2007 - June 2012
Bank of Colorado August 2000 - April 2007
Skills
Accounting, Banking, Credit Analysis, Customer Service, Wealth Management, Risk Management, Underwriting, Cash Management, Investments
Education
Pacific Coast Banking School 1996 — 1998
University of Colorado at Boulder - Leeds School of Business 1987 — 1991
Bachelor of Science, Business Administration- Finance Emphasis
Lissa Hudson Archer's Wells Fargo Bank, N.A. Experience December 2009 - July 2012
Job Customer Support Specialist at MirrorMate
Industry Marketing and Advertising
Experience
MirrorMate January 2014 - Present
Our Town March 2013 - Present
Wells Fargo Bank, N.A. December 2009 - July 2012
Wachovia Bank April 2004 - December 2009
Mary Kay Cosmetics October 1999 - December 2004
Skills
Banking, Customer Service, Retail Banking, Service Management, Customer Satisfaction, Microsoft Office, Service Delivery, Microsoft Excel, Team Building, Team Leadership, Operations Management, Public Speaking, Account Management, Direct Sales, Customer Retention, Sales, Sales Management, Recruiting, Program Management, Leadership, Strategic Planning
Education
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science (B.S.), Dental Hygiene/Hygienist
MirrorMate January 2014 - Present
Our Town March 2013 - Present
Wells Fargo Bank, N.A. December 2009 - July 2012
Wachovia Bank April 2004 - December 2009
Mary Kay Cosmetics October 1999 - December 2004
Skills
Banking, Customer Service, Retail Banking, Service Management, Customer Satisfaction, Microsoft Office, Service Delivery, Microsoft Excel, Team Building, Team Leadership, Operations Management, Public Speaking, Account Management, Direct Sales, Customer Retention, Sales, Sales Management, Recruiting, Program Management, Leadership, Strategic Planning
Education
University of North Carolina at Chapel Hill 1971 — 1975
Bachelor of Science (B.S.), Dental Hygiene/Hygienist
Rachelle Cayanan's Wells Fargo Bank, N.A. Experience May 2007 - Present
Job Vice President / Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. May 2007 - Present
Wells Fargo Bank January 2009 - May 2009
Wells Fargo Bank May 2007 - January 2009
Education
University of California, Berkeley 2003 — 2007
Economics
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2007
Bachelor of Science, Business Administration
San Leandro High School
Wells Fargo Bank, N.A. May 2007 - Present
Wells Fargo Bank January 2009 - May 2009
Wells Fargo Bank May 2007 - January 2009
Education
University of California, Berkeley 2003 — 2007
Economics
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2007
Bachelor of Science, Business Administration
San Leandro High School
Karen Mintiens's Wells Fargo Bank, N.A. Experience August 1995 - Present
Job Regulatory Compliance Consultant at Wells Fargo Bank, N.A
Industry Banking
Experience
Wells Fargo Bank, N.A August 1995 - Present
Wells Fargo Bank, N.A. August 1986 - August 1995
Skills
Certified Corporate..., Securities, Banking, Management, Strategic Planning, Securitization, Process Improvement, Operational Risk, Regulatory Analysis, Research, Regulatory Compliance, Leadership, Risk Management, Bank Secrecy Act, Public Speaking, AML, USA PATRIOT Act
Education
University of Baltimore 1983 — 1985
Bachelor of Science, Business Administration/Accounting
Towson University 1981 — 1983
Business Administration
Wells Fargo Bank, N.A August 1995 - Present
Wells Fargo Bank, N.A. August 1986 - August 1995
Skills
Certified Corporate..., Securities, Banking, Management, Strategic Planning, Securitization, Process Improvement, Operational Risk, Regulatory Analysis, Research, Regulatory Compliance, Leadership, Risk Management, Bank Secrecy Act, Public Speaking, AML, USA PATRIOT Act
Education
University of Baltimore 1983 — 1985
Bachelor of Science, Business Administration/Accounting
Towson University 1981 — 1983
Business Administration
Diana Dietsch's Wells Fargo Bank, N.A. Experience June 2002 - Present
Job Vice President, Relationship Manager at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. June 2002 - Present
JPMorgan Chase February 1993 - June 2002
First City National Bank of Houston December 1979 - February 1993
Skills
Nonprofits, Relationship Management, Retirement, Credit, Employee Benefits, Investments, Banking, Accounting, Leases, Financial Services, Loans, Portfolio Management, Financial Analysis, Management, Negotiation, Wealth Management, Mutual Funds, Retirement Planning, Risk Management, Finance
Education
University of Houston-Downtown 1992 — 1997
Bachelor of Business Administration, Accounting
Wells Fargo Bank, N.A. June 2002 - Present
JPMorgan Chase February 1993 - June 2002
First City National Bank of Houston December 1979 - February 1993
Skills
Nonprofits, Relationship Management, Retirement, Credit, Employee Benefits, Investments, Banking, Accounting, Leases, Financial Services, Loans, Portfolio Management, Financial Analysis, Management, Negotiation, Wealth Management, Mutual Funds, Retirement Planning, Risk Management, Finance
Education
University of Houston-Downtown 1992 — 1997
Bachelor of Business Administration, Accounting
Christine Nyholm's Wells Fargo Bank, N.A. Experience November 1992 - Present
Job Senior Vice President at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Bank, N.A. November 1992 - Present
Education
University of California, Irvine
B.A., History
Wells Fargo Bank, N.A. November 1992 - Present
Education
University of California, Irvine
B.A., History
Judy Saunders's Wells Fargo Bank, N.A. Experience April 2011 - August 2012
Job IT Project Manager
Industry Information Technology and Services
Experience
Bank of America April 2013 - Present
CoreLogic, Data & Analytics Division October 2012 - March 2013
Wells Fargo Bank, N.A. April 2011 - August 2012
Velocitor Solutions March 2010 - March 2011
Medflow, Inc. July 2005 - November 2009
Triad Semiconductor July 2003 - June 2005
Lambert Architecture + Interiors 2001 - 2002
Skills
Project Management, Process Improvement, MS Project, Project Planning, Strategic Planning, Management, Team Leadership, Microsoft Office, Program Management, Access, Microsoft Excel, PowerPoint, Business Analysis, Change Management, Software Project..., OneNote, Training, Software Documentation, SharePoint, Business Process, Analysis, SDLC, Visio
Education
North Carolina School of the Arts 1992 — 1995
Bank of America April 2013 - Present
CoreLogic, Data & Analytics Division October 2012 - March 2013
Wells Fargo Bank, N.A. April 2011 - August 2012
Velocitor Solutions March 2010 - March 2011
Medflow, Inc. July 2005 - November 2009
Triad Semiconductor July 2003 - June 2005
Lambert Architecture + Interiors 2001 - 2002
Skills
Project Management, Process Improvement, MS Project, Project Planning, Strategic Planning, Management, Team Leadership, Microsoft Office, Program Management, Access, Microsoft Excel, PowerPoint, Business Analysis, Change Management, Software Project..., OneNote, Training, Software Documentation, SharePoint, Business Process, Analysis, SDLC, Visio
Education
North Carolina School of the Arts 1992 — 1995
Eric Braithwaite's Wells Fargo Bank, N.A. Experience April 2003 - August 2008
Job Global AntiFinancial Crime Compliance Officer at PIMCO
Industry Financial Services
Experience
PIMCO June 2014 - Present
BlackRock August 2008 - June 2014
Wells Fargo Bank, N.A. April 2003 - August 2008
Skills
Auditing, Financial Services, AML, Economic Sanctions, Fraud, Bribery and Corruption, Finance, Management, Compliance, Anti Money Laundering, Capital Markets
Education
Trinity College-Hartford
PIMCO June 2014 - Present
BlackRock August 2008 - June 2014
Wells Fargo Bank, N.A. April 2003 - August 2008
Skills
Auditing, Financial Services, AML, Economic Sanctions, Fraud, Bribery and Corruption, Finance, Management, Compliance, Anti Money Laundering, Capital Markets
Education
Trinity College-Hartford
Adrienne Farrell Briggs's Wells Fargo Bank, N.A. Experience November 2004 - Present
Job Compliance Testing Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank, N.A. November 2004 - Present
Education
SUNY at Buffalo 1996 — 1999
BS, BA / Minor in Finance
Wells Fargo Bank, N.A. November 2004 - Present
Education
SUNY at Buffalo 1996 — 1999
BS, BA / Minor in Finance
Monika Stransky Hix's Wells Fargo Bank, N.A. Experience August 2004 - Present
Job Vice President/Relationship Manager at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. August 2004 - Present
Skills
Commercial Lending, Loans, Banking, Credit Analysis, Credit, Commercial Banking
Education
College of Idaho
Bachelor of Arts (BA), International Business/Spanish, Summma Cum Laude
Thunderbird School of Global Management
MBA, International Management
Wells Fargo Bank, N.A. August 2004 - Present
Skills
Commercial Lending, Loans, Banking, Credit Analysis, Credit, Commercial Banking
Education
College of Idaho
Bachelor of Arts (BA), International Business/Spanish, Summma Cum Laude
Thunderbird School of Global Management
MBA, International Management
Will Duong's Wells Fargo Bank, N.A. Experience August 2014 - April 2015
Job Analytics Consultant, Corporate Finance Controllers Group
Industry Financial Services
Experience
Wells Fargo April 2015 - Present
Wells Fargo Bank, N.A. August 2014 - April 2015
Wells Fargo Bank, N.A. February 2013 - August 2014
Wells Fargo Bank, N.A. September 2008 - February 2013
Chase Bank (Washington Mutual Card Services) November 2006 - August 2008
Kaiser Permanente March 2006 - November 2006
Skills
Business Analysis, Financial Analysis, Project Management, Microsoft Excel, Strategic Planning, Analysis, Analytics, Banking, Data Analysis, Program Management, Risk Management, Strategic Financial..., Financial Planning
Education
University of California, Davis 2000 — 2005
BS & BA, Mathematics & Economics
University of Tsukuba 2002 — 2003
Wells Fargo April 2015 - Present
Wells Fargo Bank, N.A. August 2014 - April 2015
Wells Fargo Bank, N.A. February 2013 - August 2014
Wells Fargo Bank, N.A. September 2008 - February 2013
Chase Bank (Washington Mutual Card Services) November 2006 - August 2008
Kaiser Permanente March 2006 - November 2006
Skills
Business Analysis, Financial Analysis, Project Management, Microsoft Excel, Strategic Planning, Analysis, Analytics, Banking, Data Analysis, Program Management, Risk Management, Strategic Financial..., Financial Planning
Education
University of California, Davis 2000 — 2005
BS & BA, Mathematics & Economics
University of Tsukuba 2002 — 2003
Elizabeth Velleman's Wells Fargo Bank, N.A. Experience October 2001 - June 2007
Job Family Management & Logistics
Industry Logistics and Supply Chain
Experience
Wells Fargo August 2012 - March 2013
Wells Fargo Bank, N.A. October 2001 - June 2007
Wells Fargo Bank, N.A June 1996 - October 2001
Norwest Bank, N.A. July 1995 - June 1996
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1995
B.A, M.B.A., Finance and Marketing
Wells Fargo August 2012 - March 2013
Wells Fargo Bank, N.A. October 2001 - June 2007
Wells Fargo Bank, N.A June 1996 - October 2001
Norwest Bank, N.A. July 1995 - June 1996
Education
University of Iowa - Henry B. Tippie College of Business 1988 — 1995
B.A, M.B.A., Finance and Marketing
Brian Moulton's Wells Fargo Bank, N.A. Experience 2001 - 2011
Job Independent Claims Adjuster
Industry Insurance
Experience
Wells Fargo Bank, N.A. 2001 - 2011
Skills
Customer Service, Communication, Conflict Resolution, Objection Handling, Sales Process, Problem Solving
Education
University of Colorado at Boulder 1985 — 1990
Bachelor of Arts (B.A.), Psychology
Wells Fargo Bank, N.A. 2001 - 2011
Skills
Customer Service, Communication, Conflict Resolution, Objection Handling, Sales Process, Problem Solving
Education
University of Colorado at Boulder 1985 — 1990
Bachelor of Arts (B.A.), Psychology
Karry Vesik's Wells Fargo Bank, N.A. Experience January 1992 - April 2008
Job
Industry Financial Services
Experience
Frontier Financial Credit Union October 2008 - Present
Wells Fargo Bank, N.A. January 1992 - April 2008
Skills
Teaching, Microsoft Word, English, Customer Service, PowerPoint, Research, Microsoft Office, Microsoft Excel
Education
University of Nevada-Reno 1984 — 1987
Associate of Arts (AA), Elementary Education and Teaching
Truckee Meadows Community College
Frontier Financial Credit Union October 2008 - Present
Wells Fargo Bank, N.A. January 1992 - April 2008
Skills
Teaching, Microsoft Word, English, Customer Service, PowerPoint, Research, Microsoft Office, Microsoft Excel
Education
University of Nevada-Reno 1984 — 1987
Associate of Arts (AA), Elementary Education and Teaching
Truckee Meadows Community College
Marie Autry's Wells Fargo Bank, N.A. Experience January 1987 - Present
Job Vice President at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. January 1987 - Present
Skills
Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Small Business Lending, Loan Origination, Mortgage Banking, Consumer Lending
Education
The University of Texas at El Paso
Wells Fargo Bank, N.A. January 1987 - Present
Skills
Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Small Business Lending, Loan Origination, Mortgage Banking, Consumer Lending
Education
The University of Texas at El Paso
Brett Levang's Wells Fargo Bank, N.A. Experience August 2013 - Present
Job Analytics Consultant at Wells Fargo Bank, N.A.
Industry Banking
Experience
Wells Fargo Bank, N.A. August 2013 - Present
Wells Fargo Home Mortgage December 2005 - August 2013
Skills
Banking, Financial Analysis, Financial Modeling, Loans, Valuation, Data Analysis, Risk Management, Microsoft SQL Server, Analytics, Data Mining, Financial Services
Education
University of Iowa
Bachelor of Arts (B.A.), Economics
Wells Fargo Bank, N.A. August 2013 - Present
Wells Fargo Home Mortgage December 2005 - August 2013
Skills
Banking, Financial Analysis, Financial Modeling, Loans, Valuation, Data Analysis, Risk Management, Microsoft SQL Server, Analytics, Data Mining, Financial Services
Education
University of Iowa
Bachelor of Arts (B.A.), Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.