Wells Fargo Bank, N.A.
Industry: Financial services company
DescriptionWells Fargo & Company is an American multinational financial services company headquartered in San Francisco, California, with central offices throughout the United States. It is the world's second-largest bank by market capitalization and the fourth largest bank in the US by total assets. Customer service: 00 800 9564 4422 CEO: Timothy J. Sloan (12 Oct 2016–) Headquarters: San Francisco, California, United States Revenue: 88.39 billion USD (2017) Subsidiaries: Wells Fargo Advisors, Did you know: Wells Fargo is the fourth-largest bank in the US by total assets ($1,879 B). wikipedia.org
Wells Fargo Bank, N.A. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Bank, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
imortgage August 2013 - Present
Inventure Foods, Inc. April 2013 - August 2013
Knight Brokerage LLC, Phoenix Arizona June 2007 - March 2013
Wells Fargo Bank N.A October 2005 - June 2007
Wells Fargo Bank N.A June 2002 - August 2003
Skills
Sales, Banking, Management, Credit, Accounts Receivable, Selling, Financial Analysis, Finance, Forecasting, Loans, Budgets, Accounting, Leadership, Risk Management, Financial Reporting
Education
Arizona State University
Bachelor of Arts
Keller Williams RESIDENTIAL REAL ESTATE November 2014 - Present
Premier Beverage May 2012 - June 2014
Wells Fargo Bank, NA January 2010 - January 2012
Cape Canaveral Fire Department November 2008 - September 2010
Brevard County Ocean Rescue February 2002 - March 2008
The Mobil Solution January 2003 - January 2004
Skills
Beverage Industry, Alcoholic Beverages, Wine, Key Account Development, Sales, Sales Management, Account Management, Sales Operations, Pricing, Territory Management, Sales Presentations, Brand Management, Merchandising, New Business Development, Market Planning, Sales Process, Marketing, Retail, Wine Tasting, Marketing Strategy, Selling
Education
Florida Medical Trainning Institute 2008 — 2010
Emergency Medical Technition-Paramedic, Prehosipital Medican, B+
Eastern Florida State College
AA Degree, Business Administration/Sales/Marketing
SACU San Antonio Federal Credit Union March 2015 - Present
Wells Fargo Bank, NA August 2009 - Present
HSBC March 2004 - May 2008
Skills
Mortgage Underwriting, Mortgage Lending, Consumer Lending, Commercial Lending, Finance, Financial Analysis, Financial Accounting, Financial Reporting, Internal Audit, Sales Management, Sales Operations, International Sales, Pipeline Management, Contract Negotiation, Retail Banking, Commercial Banking, Branch Management, Management
Education
Baylor University 1998 — 2003
Bachelor of Business Administration (BBA), Finance and International Business
American medical response July 2013 - Present
Wells Fargo Bank NA June 2012 - June 2013
Sendori December 2011 - June 2012
Wells Fargo July 2010 - December 2011
Medtronic Minimed Inc June 2008 - May 2010
Skills
Microsoft SQL Server, SSIS, SSRS, SSAS 2008, .NET, Informatica, ASP.NET, Business Intelligence, Databases, T-SQL, Software Development, Business Analysis, Data Warehousing, Integration, ETL, Testing, PL/SQL, Database Design, Data Modeling, OLAP, SDLC
Education
CSUN 2006 — 2008
Master's degree, Engineering, 3.5
Barran Liebman LLP 2014 - Present
National Financial Services Law Firm 2012 - 2014
United States Department of of Commerce Bureau of Industry and Security 2010 - 2010
Law Office of Bowerman & David, PC 2009 - 2009
Clackamas County Circuit Court 2009 - 2009
Wells Fargo Bank, NA 2005 - 2008
Skills
Westlaw, Legal Research, Litigation, Legal Writing, Commercial Litigation, Civil Litigation, business law, Courts, Corporate Law, Employment Law, Mediation, Criminal Law, Appeals, Bankruptcy, Trials, Motions, Online Publishing
Education
Boston University School of Law 2008 — 2011
Doctor of Law (JD)
Portland State University 2004 — 2006
Bachelor of Science (B.S.), Economics
Wells Fargo Bank NA 1999 - Present
Santa Jerry & Mrs. Claus October 2009 - January 2013
Skills
Treasury Management, Banking, Credit, Cash Management, Loans, Commercial Banking, Process Improvement, Relationship Management, Financial Services, Social Media, Leadership, Commercial Lending, Business Analysis, Payments, Credit Cards
Education
University of Wisconsin 1987 — 1989
Fine/Studio Arts, General
Anoka Ramsey Community College 1997 — 1998
Cisco Certified Network Associate (CCNA) coursework
Century College 1990 — 1996
Associate of Arts (AA), Fine/Studio Arts, Business
PNC Bank N.A March 2011 - Present
Wells Fargo Bank N.A May 2008 - March 2011
Wachovia Bank NA August 2000 - May 2008
Skills
Retail Banking, Loans, Consumer Lending, Lines Of Credit, Cross Selling, Branch Management, Banking, Branch Banking, Business Development, Finance, Leadership, Management, Mortgage Lending, Sales, Small Business Lending, Sales Management, Customer Service
Education
City University of New York-Herbert H. Lehman College 1992 — 1996
Bachelor of Arts (BA), Economics
City University of New York-Herbert H. Lehman College 1992 — 1996
Bachelor of Arts (B.A.), Economics
F.I.T State University of New York 1988 — 1990
Associate of Arts and Sciences (AAS), Marketing/Marketing Management, General
Minuteman Press Oakland May 2013 - Present
Oakland Schools Foundation 2008 - 2014
Alta Alliance Bank 2006 - January 2011
E-LOAN July 2000 - March 2005
Escrow Closing Services/E-Loan 2000 - 2005
Bank of America 1998 - 2000
Wells Fargo Bank 1983 - 1998
Wells Fargo Bank NA 1983 - 1996
IBM 1976 - 1983
Skills
Loans, Credit, Mortgage Lending, Leadership, Management, Training, Marketing, Coaching, Sales, Human Resources, Retail, Time Management, Financial Analysis, Risk Management
Education
Stanford University Graduate School of Business 1974 — 1976
MBA, Finance and Marketing
Dartmouth College 1970 — 1974
BA, Economics
Wells Fargo Bank NA February 2006 - Present
Washington Mutual Bank August 2003 - August 2005
Mizuho Corporate Bank June 1993 - April 2003
Skills
Commercial Banking, Financial Risk, Mortgage Lending, Retail Banking, Small Business Lending, Wealth Management, Lines Of Credit, Analysis
Education
Baruch College 1988 — 1993
Bachelor of Business Administration (BBA), International Business
Wells Fargo Bank, N.A. Assistant Vice President, Loan AdministratorWells Fargo Bank NAMay 1995 - Present
Skills
Loans, Credit, Mortgage Lending, Banking, Commercial Lending, Loan Origination, Credit Analysis, Commercial Banking, Mortgage Banking, Consumer Lending, Small Business Lending, Portfolio Management
Education
Immaculate Heart Of Mary College
University of Santo Tomas
Bachelor of Fine Arts (B.F.A.), Advertising
Wells Fargo Bank, NA October 2013 - Present
Merrimack Valley Habitat for Humanity January 2004 - Present
Wells Fargo Bank, NA August 2011 - October 2013
Sovereign Bank December 2009 - August 2011
Northfield Trust May 2006 - December 2009
Domania.com February 2000 - April 2001
Wells Fargo Financial May 1992 - July 1999
Skills
Bilingual-Spanish, Mortgage Lending, Leadership, Sales, Loan Origination, Mortgage Banking, Loans, Customer Service, Credit, FHA, Refinance, Residential Mortgages, Credit Analysis, Consumer Lending, FHA financing, Team Leadership, Relationship Management, Cross Selling, Financial Services, Spanish, Retail Banking, Finance, First Time Home Buyers, Investment Properties, USDA, Customer Retention, Project Management, Recruiting, Hiring and..., Strategic Planning and..., Partnership Development, Customer Referrals, Community Relations, Sales/Forecast..., Spanish Fluency, Cross-Marketing, Banking, Management, Real Estate, FHA Financing, Reverse Mortgages, Construction Loans, VA loans, Community Development, Partnerships, Mortgage Underwriting
Education
Bryant University 1988 — 1992
Bachelor of Science, Finance
Telegraph Hill Neighborhood Center March 2013 - Present
Wells Fargo Bank N.A August 2008 - November 2012
Sierra Communications June 2008 - August 2008
Enterprise Record May 2007 - May 2008
The Orion January 2007 - May 2008
Skills
Consumer Lending, Cross Selling, Lines Of Credit, Credit, Loans, Loan Origination, Banking, News Writing, Organization, Interpersonal Skill, Oral & Written..., Time Management, Sales, Outlook, Microsoft Office, Customer Service, Customer Support, AP Style, Social Media, Finance, Fundraising, Marketing Communications, Event Planning, QuickBooks, Salesforce.com, Facebook
Education
California State University-Chico 2004 — 2008
BA, Journalism
Wells Fargo, NA January 2014 - Present
Wells Fargo, NA April 2013 - December 2013
Wells Fargo Bank, NA October 2011 - March 2013
Skills
Team Leadership, Team Building, Leadership, Banking, Training, Microsoft Office, Customer Service, Process Improvement, Time Management, Coaching, Microsoft Word, Management, Quality Assurance, Public Speaking, Social Media, Outlook, Customer Satisfaction, Employee Training, Credit, Finance, Call Centers, Social Networking, Loans, Customer Retention
Education
Empire Beauty School-Warminster 2008 — 2009
Licentiate degree, Cosmetology/Cosmetologist, General
Montgomery County Community College 1999 — 2000
Information Technology
Private Practice September 1992 - Present
California State University, Fresno August 1992 - May 2012
Wells Fargo Bank, N.A. January 1980 - June 1988
Education
University of San Francisco 1986 — 1988
Masters in Counseling, Child, Family and Individual Therapy
TRW Automotive, Inc June 2008 - Present
TRW June 2008 - September 2014
TRW 2008 - 2011
Weil-McLain August 2004 - May 2008
Weil McLain August 2004 - May 2008
Wells Fargo Bank NA September 2000 - August 2004
Wells Fargo Bank December 2000 - July 2004
Daikin-Modine, Inc August 1999 - September 2000
Goettl Air Conditioning, Inc October 1995 - August 1999
Goettl Air Conditioning 1995 - 1999
Skills
Global Sourcing, Strategic Sourcing, Lean Manufacturing, Supply Management, Supply Chain, Purchasing, MRP, Inventory Management, Procurement, Continuous Improvement, Forecasting, Supplier Development, Product Development, Contract Negotiation, Kaizen, Warehousing, Program Management, Manufacturing, Supplier Evaluation, Management, Pricing, Negotiation, Contract Management, Supply Chain Management, Logistics, Supplier Negotiation, Materials Management, PPAP, Six Sigma, Automotive, Value Stream Mapping, APQP
Education
University of Phoenix 2001 — 2004
MBA, Supply Chain
University of Phoenix
Masters of Business Administration, Supply Chain and Project Management
Arizona State University 1995 — 2000
BS, Supply Chain
College of DuPage 1990 — 1993
AA, Accounting
Arizona State University
Bachelors of Science, Supply Chain Management
EDGAR® Online, an RR Donnelley Company March 2013 - Present
Best Buy March 2012 - August 2012
Wells Fargo Bank NA June 2010 - December 2010
Skills
Accounting, Financial Analysis, Financial Reporting, QuickBooks, XBRL, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Accounting, Teamwork, Customer Service, Tax
Education
Augsburg College 2008 — 2010
Bachelor of Arts (B.A.), Accounting
Aon Risk Solutions December 2009 - Present
Matheson Trucking September 2008 - November 2009
University of California, Davis May 2006 - September 2008
Sacramento Metro Chamber of Commerce January 2005 - July 2005
Wells Fargo Bank, NA December 2002 - June 2005
Twelve Bridges Golf Club March 2000 - December 2002
Skills
Healthcare, Workers Compensation, Financial Services, Professional Liability, CEOs, Claim, Risk Assessment, Claims Management, Management, Brokers, Insurance, Risk Management, Enterprise Risk..., D&O, Reinsurance, Liability Analysis, Property & Casualty..., Auditing, Financial Risk, Strategy, Leadership, Strategic Planning, Liability, Executive Management, Sales, Budgets, Due Diligence, Litigation Management, Analysis, Inland Marine, Commercial Insurance, Program Management
Education
California State University-Sacramento 2000 — 2005
BA, Political Science; International Relations/Finance/Risk Management & Insurance
Oakmont High School 1996 — 2000
Diploma, General
Wells Fargo Bank, NA January 1994 - Present
Wachovia Bank January 2002 - January 2008
Business Credit Solutions, Wachovia Bank January 1999 - January 2001
First Union National Bank January 1994 - January 1998
NationsBank 1987 - 1991
Skills
Commercial Lending, Portfolio Management, Loans, Risk Management, Underwriting, Banking, Credit
Education
Baylor University 1983 — 1984
Masters of Business Administration, Accounting and finance
University of the South 1978 — 1982
Bachelor of Arts, English Literature
City Auto July 2012 - Present
Wells Fargo Bank, NA October 2010 - July 2012
Wells Fargo Financial February 2010 - October 2010
Gossett Motors June 2003 - March 2009
Skills
Consumer Lending, Loans, Mortgage Lending, Credit, Loan Origination, Mortgage Banking, Credit Analysis, Home Equity Loans, Refinance, FHA, Banking
Education
Southeastern Louisiana University 2000 — 2000
Delta State University 1995 — 2000
Music Education
Press Ganey Associates August 2012 - Present
Wells Fargo Bank NA January 2011 - August 2012
Menards June 2010 - January 2011
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, Project Management, Marketing, Communication, Team Building, Human Resources, Sales, Microsoft Word, PowerPoint, Public Relations, Recruiting, Employee Training, Volunteering, Community Outreach, Volunteer Management, HCAHPS, Customer Satisfaction, Teamwork, Coaching, Account Management, Time Management, Social Media, Public Speaking, Nonprofits, Team Leadership, Mentoring, Customer Retention, Social Media Marketing, Relationship Building, Problem Solving
Education
Bethel College 2004 — 2009
Bachelor of Business Administration (BBA), Marketing and Human Resource Management
EMHS 2000 — 2004
Core 40
Wells Fargo March 2013 - Present
Wells Fargo Insurance Services May 2012 - March 2013
Wells Fargo Bank NA April 2002 - May 2012
Comsys 1998 - 2004
Kaiser Permanente October 1994 - October 1997
Kaiser Permanente September 1984 - October 1994
Skills
Program Management, SDLC, Business Analysis, Vendor Management, Project Management, Databases, Leadership, Process Improvement, Enterprise Software, Management, Risk Management
Education
California State University-Chico
Wells Fargo Bank, NA September 2012 - Present
VIST Financial Corp September 2009 - September 2012
Homesale Settlement Services September 2005 - March 2009
Spring Ridge Abstract November 2001 - September 2005
Skills
Calyx Point, Mortgage Underwriting, Credit Analysis, Income Analysis, Fixed Income Analysis, Residential Mortgages
Education
Bloomsburg University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Business Economics
Wells Fargo Bank, NA January 2015 - Present
Wells Fargo Securities June 2009 - December 2014
Wells Fargo Securities February 2006 - June 2009
Bath and Body Works December 1997 - October 2005
Skills
Banking, Back Office, Fixed Income, Customer Service, Sales, Account Reconciliation, Process Improvement, Middle Office, Equities, Project Management, Derivatives, Financial Risk, Portfolio Management, Securities, Series 63, Options, Trading, Settlement, Trading Systems, Management
Education
East Carolina University 1996 — 1998
Master of Science
Wells Fargo Bank N.A March 2014 - Present
Skills
Cross Selling, Customer Service, Banking, Leadership, Microsoft Excel, Sales, Microsoft Office, Sales Management, Management, Credit, Loans, Risk Management, Team Building, Marketing Strategy, Financial Analysis, Negotiation, Relationship Management, Credit Analysis, Customer Satisfaction, Portfolio Management, Retail Banking, Commercial Banking, Process Improvement, Coaching, Vendor Management, Social Media, CRM, Small Business Lending, Training, Social Networking
Education
Westchester Business Institute 2001 — 2003
Associate's degree, Business Administration and Management, General
Valhalla high school 1996 — 2000
Regents high school diploma, General Studies
City University of New York-Herbert H. Lehman College
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Sweetwater Sound April 2014 - Present
Talbots, Inc. November 2012 - Present
WELLS FARGO BANK, N.A. July 2010 - November 2012
PERFECTION BAKERIES, INC., dba AUNT MILLIE'S BAKERIES June 2004 - July 2010
VICTORIA’S SECRET, INC. – Fort Wayne, IN April 2006 - August 2006
Skills
Sales, Customer Service, Time Management, Retail, Marketing, Leadership, Budgets, Marketing Communications, Finance, Social Networking, Advertising, Credit, Strategic Financial..., Banking, Small Business, Selling, Sales Management, Public Speaking, Microsoft Excel, Inventory Management, Team Building, Microsoft Office
Education
University of Saint Francis 2005 — 2010
Bachelor of Science, Business Administration, Concentration in Marketing
Citi Habitats September 2012 - Present
Wells Fargo Bank N.A November 2010 - August 2014
JPMorgan Chase March 2006 - November 2008
Skills
Retail Banking, Sales, Customer Service, Telemarketing, Credit, Negotiation, Residential Homes, Sellers, Investors, Real Estate Transactions, First Time Home Buyers, Finance, Investment Properties, Loans
Education
City University of New York-Herbert H. Lehman College 1996 — 2000
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Bronx HS of Science 1992 — 1996
Regents Diploma, Mathematics
Wells Fargo Home Mortgage April 2013 - Present
Wells Fargo Home Mortgage April 2013 - Present
Wells Fargo Bank NA March 2012 - April 2013
Education
Central Michigan University 1995 — 1999
Exercise Physiology
Swartz Creek High School
Swartz Creek High School
Cingular Staffing, Inc. September 2014 - Present
Los Altos Food Products, Inc. September 2010 - September 2014
Cisco Brothers Corp. September 2008 - September 2010
Wachovia Bank Corp May 2007 - September 2008
Bank of America, NT & SA May 2005 - May 2007
Wells Fargo Bank, N.A. February 1993 - March 2005
Skills
Finance, Commercial Banking, Strategy, Strategic Planning, Real Estate, Accounting, Business Development, Business Strategy, Credit, Customer Service, Financial Analysis, Financial Modeling, Financial Reporting, Insurance, Investments, Leadership, Loans, Management, Marketing Strategy, Mergers, Negotiation, Portfolio Management, Team Building, Sales, Budgets, Entrepreneurship, Banking, Marketing, Business Planning
Education
University of Southern California 1998 — 2002
Bachelor of Science (BS), Business Administration
Wells Fargo Bank, NA June 2012 - Present
Lender Processing Services, Inc. (LPS) February 2009 - May 2012
Wachovia Bank 2007 - 2009
Skills
Valuation, Real Estate, Compliance, Appraisal, Mortgage, REO, FHA, Residential, Risk Assessment, Appraisals, Mortgage Lending, Residential Homes, Real Property, Appraising, Data Analysis, Asset Management, Client Requirements, Foreclosures
Education
Bentley University 1986 — 1987
Real Estate Appraisal
North Shore Community College 1970 — 1972
Liberal Arts and Sciences, General Studies and Humanities
Lyndon B. Johnson Hospital (Harris Health System) January 2013 - March 2013
Wells Fargo Bank Na. June 2007 - June 2011
Skills
ICU, Respiratory Therapy, Mechanical Ventilation, Non- Invasive..., Trach Care, Patient Assessment, Arterial Blood Gas, Acute Care, Disease Management, ACLS, Aerosol Therapy, BCLS, Healthcare, Microsoft Office, Patient-Family Education, Patient Charting
Education
Pima Medical Institute-Houston 2013 — 2014
Associate's Degree, Respiratory Therapy
Alter Ego Consulting Inc. October 2014 - Present
Village of Hoffman Estates January 2013 - Present
AUBOOM Media June 2012 - Present
Western International University July 2010 - September 2012
Keller Graduate School November 2008 - March 2010
Wells Fargo Bank North America June 2008 - November 2008
Wells Fargo Bank NA October 2006 - June 2008
The Filling Station July 2004 - July 2006
Skills
Social Media Marketing, Facebook, Project Management, Brand Management, Process Review, Strategy Implementation, YouTube, Management, Public Speaking, Marketing, Coaching, Social Media, Creative Direction, Digital Marketing, Communication, Business Analysis, Analytics, Google Analytics, LinkedIn, PowerPoint, Career Counseling, Higher Education, Program Management, Recruiting, Sales, Salesforce.com, Strategy, Team Building, Training, Analysis, Customer Service, Project Planning, Time Management, Leadership, Social Networking
Education
Benedictine University 2011 — 2012
MBA, Marketing
St. Ambrose University 2002 — 2006
B.A., Philosophy and Marketing
Wells Fargo May 2014 - Present
Wells Fargo April 2014 - May 2014
Wells Fargo Bank, NA February 2011 - March 2014
Allstate May 2008 - February 2011
Roanoke Valley Credit Union December 2000 - January 2006
Skills
Banking, Risk Management, Retail Banking, Credit Analysis, Financial Risk, Credit Risk, Financial Services, Consumer Lending, Analysis, Payments, Finance, Customer Service, Microsoft Office, Sales, Leadership, Microsoft Word
Education
Averett University 2012 — 2016
Business Administration and Management, General
Patrick Henry High School 1993 — 1997
Va Standard Diploma, General Studies
True Oil Enterprises November 2011 - Present
Wells Fargo Bank, NA 2003 - 2005
Skills
Employee Relations, Benefits Administration, Organizational..., Human Resources, Recruiting, New Hire Orientations, Property & Casualty..., Health Insurance, Employee Benefits, 401k, Event Planning, Travel Arrangements, Marketing, Social Media, Management, Customer Service, Public Speaking, Microsoft Office, Workforce Planning
Education
University of La Verne 2003 — 2005
Business, Organizational Management
Ventura College 2002 — 2004
Associate's degree, Liberal Arts and Sciences/Liberal Studies
East Central University 1980 — 1981
Wells Fargo home mortgage September 2002 - Present
Wells Fargo Bank NA February 1996 - September 2002
Express Retail Store February 1992 - February 1996
Skills
Organizational..., Time Management, Sales Operations, Project Management, Multi Tasking, Problem Analysis, Problem Solving, Team Leadership, Finance, Consumer Lending, Compliance, Motivated self-starter, Loan Origination, Refinance, Mortgage Banking, Strategic Planning, FHA, Merchandising, Credit, Marketing, Training, Mortgage Lending, Negotiation, Business Analysis, First Time Home Buyers, Investment Properties, Credit Analysis, Financial Analysis, Real Estate, Sales Management, Vendor Management, Team Building, Coaching, Residential Homes, Leadership, Sales, Management, Customer Service, Process Improvement, Retail
Education
Capella University 2014 — 2016
Bachelor’s Degree, Business Administration and Human Resource Management, A
Hennepin Technical College 1990 — 1992
Associate's Degree, Elementary Education and Teaching, A
Wells Fargo Bank N.A January 1995 - Present
Skills
Recruiting, Sourcing, Hiring Employees, Training, Sales, Management, Banking
Education
Pierce College 1998 — 2010
Bachelor's degree, Business Administration and Management, General
Berks Technical Institute 1995 — 1997
Bachelor's degree, Criminal Justice/Law Enforcement Administration
WELLS FARGO BANK, NA December 2011 - Present
Freelance January 2009 - Present
Jason's Deli June 2003 - March 2012
Education
Arizona State University 2006 — 2010
Graphic Information Technology
College of Technology and Innovation-Arizona State University
Bachelors of Science, Graphic Information Technology
Colorado State Bank and Trust March 2015 - Present
Vectra Bank Colorado May 2014 - February 2015
Zions Bancorporation June 2014 - September 2014
Vectra Bank Colorado August 2013 - May 2014
Wells Fargo March 2012 - June 2013
Wells Fargo Bank June 2011 - March 2012
Wells Fargo Bank NA August 2008 - July 2011
Wells Fargo August 2009 - December 2009
BYU Idaho January 2008 - April 2008
Skills
Spanish, Cash Flow, Commercial Banking, Financial Analysis, Underwriting, Credit, Finance, Microsoft Word, Microsoft Excel, Management, PowerPoint, Analysis, Banking, Financial Modeling
Education
Brigham Young University - Idaho 2008 — 2011
Bachelor of Science, Financial Economics
Wells Fargo Bank, NA July 2008 - Present
Wells Fargo Bank, NA December 2004 - July 2008
Wells Fargo Bank, NA August 2006 - March 2007
Top Dog Gourmet Sausages January 1997 - October 2005
Pacific Mortgage Consultants February 2004 - December 2004
Innovative Mortgage Solutions November 2001 - October 2003
Conley Consulting Group October 2001 - November 2001
CellularONE September 1999 - March 2000
Nordstrom September 1998 - November 1998
Skills
Credit, Sales, Relationship Management, Asset Based Lending, Accounting, Training, Networking, Cash Management, Financial Services, Real Estate, Business Analysis, Banking, Financial Analysis, Marketing, Portfolio Management, Finance, Series 7, Recruiting, Small Business, Investments, Loans, Mortgage Lending, Wealth Management, Coaching, Budgets, Commercial Banking, Marketing Strategy, Management, Credit Analysis, New Business Development, Strategic Planning, Customer Service, Team Building, Commercial Lending, Loan Origination
Education
Drexel University - LeBow College of Business 1997 — 2001
Bachelors of Science, General Business
Lick Wilmerding High School 1993 — 1997
Coldwell Banker Commercial Alliance August 2014 - Present
George Smith Partners July 2010 - August 2014
State of California January 2010 - January 2014
US Bank July 2008 - August 2010
Fox and Fox LLP April 2008 - July 2008
Wells Fargo Bank March 2004 - April 2008
First Mortgage Capital, Inc November 2005 - May 2006
City National Bank October 2005 - February 2006
Wells Fargo Bank, NA January 2004 - October 2005
Hertz Local Edition November 1999 - March 2004
Skills
Mortgage Lending, Real Estate Economics, Real Estate, Loans, Investments, Commercial Banking, Business Development, Banking, Corporate Governance, New Business Development, Finance, Portfolio Management, Commercial Real Estate, Commercial Lending, Real Estate Transactions, Real Estate Financing, Investment Properties, Leases, Real Estate Development, Disposition, Private Equity, Brokerage, Negotiation, Property Management, Property, Financial Modeling, Referrals, Investors, Accounting, Asset Management, Asset Managment, Capital Markets, Commercial Mortgages, Corporate Finance, Credit, Credit Analysis, Due Diligence, Financial Analysis, Financial Structuring, Foreclosures, Funding, Insurance, Loan Origination, Management, Marketing, Mergers, Mergers & Acquisitions, Mortgage Banking, Recruiting, Refinance
Education
University of West Los Angeles 2011 — 2016
JD, Law
California State University-Northridge 1993 — 2000
BA, Political Science, International Relations
California State University-Northridge 1997 — 1999
International Relations / Global Politics
Abraham Friedman Occupational Center 1991 — 1994
Certificate, Computer Programming and Computer
Wells Fargo bank July 2014 - Present
Wells Fargo Bank, NA February 2009 - July 2014
Joann Fabric and Crafts February 2008 - February 2009
Stewart Realty, LLC August 2007 - October 2007
Keller Williams Realty Bosie March 2006 - July 2007
Prudential California Realty January 2000 - March 2006
Skills
Customer Service, Team Building, Training, Mortgage Lending, Loans, Investments, Credit, Marketing, Strategic Planning, Public Speaking, Refinance, Mortgage Banking, New Home Sales, Sales, Relocation, Management, Buyer Representation, Negotiation, Referrals
Education
Brigham Young University 1981 — 1985
Wells Fargo Bank, NA May 2012 - Present
Reasonable rates. November 2008 - April 2012
Countrywide Bank March 2008 - October 2008
Colonial Bank March 2006 - March 2008
JP Morgan Chase December 1997 - January 2006
The Prudential Assurance Co. Ltd. 1988 - 1992
Skills
Investments, Estate Planning, Risk Management, Consulting, Coaching
Education
College for Financial Planning 1986 — 1986
CFP®, Estate Planning, Financial Planning, Income Tax, Retirement, Investments, Risk Management
The American College 1979 — 1980
CLU, Estate Planning, Business Insurance, Law, Economics
Eastern Kentucky University 1971 — 1975
BS, Recreation Administration
Wells Fargo Bank, NA December 2014 - Present
Davidson College August 2012 - May 2014
Wells Fargo January 2013 - February 2013
Skills
Spanish, Microsoft Office, PowerPoint, Stata, French, Excel, Bloomberg Terminal, Portuguese, Prezi, Data Analysis, Microsoft Excel, Research, Community Outreach, Economics, Critical Thinking, Public Speaking, Social Media, Editing, Microsoft Word
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Providence Day School 1997 — 2010
Global Studies Diploma
School for International Training
Argentina: Regional Integration, Development, and Social Change
Wells Fargo Bank N.A July 2014 - Present
Wells Fargo Advisors October 2011 - Present
SunTrust Bank July 2008 - December 2009
US Navy October 2003 - February 2008
Skills
Series 6, Series 7, Series 63, Series 65, Investments, Financial Services, Financial Advisory, Portfolio Management, CRM, Loans, Retirement Planning, Credit, Cross Selling, Life Insurance, IRAs, Retail Banking, Commercial Banking, Equities, Fixed Annuities, Lines Of Credit, Annuity Sales, Variable Annuities, Mutual Funds, Wealth Management, Finance
Education
Old Dominion University 2010 — 2011
Business
California State University-Los Angeles 2001 — 2003
Business
Wells Fargo bank, NA May 2008 - Present
US Bank NA July 1999 - April 2008
Skills
Small Business Lending, Credit, Commercial Banking, Loans, Banking, Lines Of Credit, Commercial Lending, Consumer Lending, Retail Banking, Credit Analysis, Mortgage Lending, Asset Based Lending
Education
Eastern Michigan University 1984 — 1988
Criminal Justice / Criminal Law
Howell High School
Keller Williams-Orlando Advantage III 2012 - Present
Wells Fargo Bank NA May 1980 - March 2012
Skills
Real Estate, Banking, Accounting, Selling, Property, Investment Properties, New Home Sales, Short Sales, Listings, First Time Home Buyers, Foreclosures, Buyer Representation, Sellers, Single Family Homes, Negotiation, Townhomes, Relocation, Referrals, Condos, Vacation Homes
Education
City University of New York-Herbert H. Lehman College 1970 — 1972
Associate of Arts (AA), Liberal Arts and Business
Thermo Fisher Scientific (Life Technologies) November 2014 - Present
Life Technologies August 2012 - November 2014
Life Technologies June 2009 - August 2013
Creative Memories November 1990 - August 2013
Cookie Lee August 2004 - December 2012
Applied Biosystems January 2009 - June 2009
Applied Biosystems September 2006 - December 2008
The Institute for Innovation, Integration & Impact, Inc. January 2001 - May 2003
Wells Fargo Bank, NA August 1983 - August 1995
Atari, Inc. June 1981 - May 1983
Skills
Project Management, Event Planning, Customer Service, Knowledge Management, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, User Experience, User Acceptance Testing, Recruiting, Product Development, Training, PowerPoint, Team Building, Business Development, Marketing, Management, Software Documentation, Sales, Project Planning, Product Management
Education
California State University-East Bay 1981 — 1985
BS, Computer Science
Foothill College 1976 — 1978
AA, Fine Art
Wells Fargo Bank, NA May 2013 - Present
U. S. Trust/ Bank of America June 1997 - July 2012
Bank of America, NA and predecessor organizations May 1984 - June 1997
Skills
Wealth Management, Trust Management, Fiduciary Services, Estate Administration, Public Speaking, Wealth Management..., Trusts, Tax, Estate Law, Banking, Estate Tax Planning, Estate Planning, Asset Management, Investments, Asset Protection, High Net Worth..., Retirement, Financial Planners, Risk Management, Asset Allocation, Retirement Planning, Investment Advisory, Investment Management, Private Banking, Trust Services, Strategic Financial..., Financial Services
Education
Campbell University 1980 — 1984
BBA, Trust Management, Magna Cum Laude
ABA’s National Graduate Trust School 1990 — 1992
Certified Financial Services Counselor
Diversified Protection Systems, Inc. March 2012 - Present
Wells Fargo Bank, NA November 2010 - April 2011
Novelle Financial Services Inc. March 2007 - September 2007
Lenders Direct Capital Corporation January 2005 - February 2007
Master Financial Inc. August 2001 - June 2004
Skills
Fire Protection, FHA, Mortgage, Underwriting, SAG, AFTRA
Education
CSUF
Fullerton College
Cypress College
Sunny Hills High School
Bank United N.A. October 2012 - Present
Wells Fargo Bank, NA June 2010 - May 2012
JP Morgan Chase May 1976 - June 2009
Skills
Commercial Lending, Business Relationship..., Credit Analysis, Investments, Commercial Banking, Mergers & Acquisitions, Banking, Credit, Financial Analysis, Small Business, Loans, Cash Management, Management, Portfolio Management
Education
Binghamton University 1971 — 1975
BA, Economics
Wells Fargo Shareowner Services July 2013 - Present
City of South St. Paul January 2000 - Present
The Willow Group June 2009 - June 2013
Wells Fargo Bank, NA April 2005 - December 2008
American Express Asset Management September 1999 - December 2004
Ameriprise 1998 - 2004
US Bank January 1979 - August 1998
Skills
Program Management, Product Development, Strategic Planning, Financial Services, Process Improvement, Business Analysis, Leadership Development, Business Process..., Change Management, Team Building, Risk Management, Investments, Project Management, Vendor Management, Strategy, Business Strategy, Product Management, Leadership, Marketing Strategy, Coaching, Cross-functional Team..., Training, Management, Management Consulting, Marketing, Project Portfolio..., New Business Development, Budgets, Business Development, Consulting, Competitive Analysis, Policy, Workshop Facilitation, Financial Analysis, Operations Management, Business Process, Team Leadership, Business Intelligence, Project Planning, Organizational..., CRM, PMO, Executive Management, Analysis, Mergers & Acquisitions
Education
St. Catherine University MAOL Program 1996 — 1998
Masters, Organizational Leadership
Augsburg College 1990 — 1996
BA, Business
South St. Paul High School 1974 — 1976
Verizon Cellular Sales December 2013 - Present
Verizon Cellular Sales April 2011 - December 2013
Wachovia July 2010 - June 2012
Wells Fargo Bank NA October 2009 - April 2011
Wells Fargo Financial October 2009 - July 2010
Ace Wireless June 2009 - October 2009
US Cellular June 2009 - October 2009
The Wireless Co - Alltel June 2008 - June 2009
Alltel Wireless June 2008 - June 2009
Skills
Sales, Credit, Credit Analysis, Loans, Cross Selling, Banking, Mortgage Lending, Loan Origination, Relationship Management, Retail Banking, Financial Analysis, Portfolio Management, Credit Risk, Underwriting, Finance, Customer Service, Sales Management, Customer Retention, Leadership, Account Management
Education
University of North Carolina at Wilmington 2005 — 2009
Bachelor of Science (BS), Business administration; International Business
Central Piedmont Community College
Associate of Arts (AA)
Wells Fargo April 2015 - Present
Wells Fargo Bank NA December 2011 - April 2015
Wells Fargo October 2010 - December 2011
Skills
Customer Service, Microsoft Excel, Microsoft Word, Event Planning, Customer Satisfaction, Teamwork, Employee Training, Team Building, Underwriting, Calculations, Advertising, Mortgage Lending
Education
DeVry University Phoenix, AZ 2015 — 2018
Accounting
York Technical College 1995 — 1996
Business/Office Automation/Technology/Data Entry, c
Chester Sr. High 1990 — 1994
American Express August 2015 - Present
American Express September 2014 - August 2015
American Express August 2013 - August 2014
Wells Fargo Bank NA April 2010 - August 2013
Wells Fargo Bank NA July 2005 - April 2010
Wells Fargo Bank NA January 2004 - July 2005
CrackerJax Amusement Park August 1996 - January 2004
Skills
Analysis, Call Centers, Leadership, Management
Education
Arizona State University 2001 — 2003
Bachelor of Arts, Communication
Paradise Valley Community College 1998 — 2000
Associates degree, Arts
SmartZip August 2014 - Present
CoffeeTable July 2013 - May 2014
Xero September 2012 - February 2013
Bill.com February 2011 - May 2012
Wells Fargo Bank May 2010 - January 2011
Build.com May 2009 - May 2010
Wells Fargo Bank, NA December 2004 - May 2008
Skills
New Business Development, Sales Management, Word, Microsoft Office, Banking, Lead Generation, Account Management, Start-ups, Quickbooks, Peachtree, NetSuite, QuickBooks, Salesforce.com, Sales, Marketing, SaaS, Small Business, Business Development, Training, CRM, Sales Operations, Cold Calling, Leadership, Management, Sales Process, Finance, Customer Service, Advertising, Microsoft Word, Human Resources
Education
California State University-Chico 2004 — 2006
Business
Lincoln Financial Group December 2014 - Present
Lincoln Financial Group August 2013 - January 2015
BB&T January 2013 - May 2013
Wells Fargo August 2012 - May 2013
Wells Fargo Bank, NA June 2011 - August 2012
Skills
Universal Life, Variable Life, Series 6, Loan Origination, Consumer Lending, Cross Selling, Loans, Credit, Mortgage Lending, Lines Of Credit, Credit Analysis, Banking, Underwriting, Employee Training, Small Business Lending, Retail Banking, Commercial Banking, Commercial Lending, Mortgage Banking, Deposits, Refinance, Relationship Management, FHA, Cash Management, Customer Service, Life Insurance, Sales, Finance, Credit Cards, Home Equity Lines of..., Home Equity Loans, Call Centers, Loan Servicing, Notary Public
Education
Guilford College 2013 — 2016
Cape Fear Community College 2007 — 2009
Flushing Bank August 2013 - Present
Wells Fargo Bank, N.A. June 2012 - August 2013
Mitsubishi UFJ Union Bank 2005 - 2012
Standard & Poor's 1992 - September 2005
EY 1991 - 1992
Deloitte 1989 - 1991
Bank of America 1985 - 1989
Merrill Lynch 1983 - 1985
Marriott International June 1984 - August 1984
Wells Fargo 1981 - 1983
Skills
Counterparty Risk, Credit, Capital Markets, Banking, Ratings, Asset Management, Fixed Income, Financial Institutions, Credit Analysis, Securitization, Structured Finance, Credit Risk, Investment Banking, Debt, Bonds, Financial Markets, Capital Structure, Industry Analysis, Commercial Banking, Corporate Finance, Equities, Equity Research, Leveraged Finance, High Yield, Credit Cards, Management Consulting, Risk, Buy-side, ABS, Investments, Loans, Interest Rate Risk..., Credit Derivatives, Derivatives, Swaps, Cash Flow Forecasting, Credit Assessment, Portfolio Management, Fixed Income Products, Business Relationship..., Small Business Lending, Commercial Lending, Treasury Management, Cash Flow Lending, Secured Financing, Financial Structuring, Relationship Management, Underwriting, Financial Services, Asset Based Lending
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Investments, Accounting
The University of Chicago 1977 — 1981
BA in Economics with Honors, Minors: Mathematics, Statistics, Econometrics
Akiba Barrack Hebrew Academy 1971 — 1977
High School Diploma/College Prep, Bryn Mawr, PA
Wells Fargo Bank N.A August 2008 - Present
Washington Mutual Bank July 2006 - July 2008
Skills
Credit Analysis, Underwriting, Consumer Lending, Loan Origination, Mortgage Lending, Portfolio Management, Financial Analysis, Investments, Finance, Banking, Credit, Loans, Small Business Lending, Commercial Lending, Relationship Management, Retail Banking, Sales, Commercial Banking, Cross Selling, Lines Of Credit, Financial Services, Customer Service, Risk Management, Treasury Management
Education
Fremont High School 1997 — 2001
Diploma, General Studies, 12th
Chabot College
Accounting and Business/Management
Wells Fargo Bank, NA February 2014 - Present
Wells Fargo Bank, NA May 2011 - February 2014
La Salle University November 2012 - March 2013
VILLA Join The Movement August 2007 - December 2010
VILLA Join The Movement February 2006 - August 2007
Skills
Small Business, Loans, Sales, Customer Service, Banking, Leadership, Business Planning, Consumer Lending, Retail Banking, Finance, Management, Microsoft Office, Credit Cards, Mortgage Lending, Relationship Building, Notary, Merchant Services, Payroll, Partnerships, Team Leadership, Lines Of Credit, Home Equity Lines of..., Community Outreach, Strategic Finance, Problem Solving, Networking, Retail Sales, Personal Finance, Higher Education, Collections, Budgets, Retail Audit, Accounts Receivable, Inventory Management, Shrinkage
Education
Bloomsburg University of Pennsylvania 2002 — 2006
Business Administration, Business Administration, Management and Operations
Delaware State University 2001 — 2002
Accounting
Harrisburg High School 1998 — 2001
Accounting
Neill-TSP March 2013 - Present
Paul Mitchell The School Nashville April 2010 - March 2013
RJ Reynolds Tobacco Company/MI Services June 2006 - December 2009
RJ Reynolds Tobacco Company/MI Services June 2006 - December 2009
Genuine Parts Company January 2009 - November 2009
RJ Reynolds June 2006 - January 2009
Dell Computers Inc December 2005 - June 2006
Dell December 2003 - June 2006
Spherion Workforce/Dell Computers Inc December 2003 - July 2004
Wells Fargo Bank, NA February 2002 - February 2003
Skills
Procurement, Time Management, Management, SAP, Training, Customer Service, Supply Chain, Inventory Management, Leadership, Logistics, Process Improvement, Microsoft Office, Sales, Analysis, Microsoft Excel
Education
Central Texas College 1996 — 1997
None, Computer Science, Pshychology
Coronado High School 1991 — 1994
Apple, Inc. December 1999 - November 2009
Wells Fargo Bank, NA June 1997 - December 1999
America West Airlines January 1989 - June 1997
Skills
Product Management, Business Intelligence, Strategy, Process Improvement, User Experience, Management, Product Lifecycle..., Data Mining, Data Science, Hospitality, Homesharing, Customer Experience, CRM, Project Management, Big Data, Supply Chain, IT Strategy, Supplier Quality, Fraud, Retail, SQL, SQL*Plus, OS X, Microsoft Excel, Mac OS X Server, Access, Keynote, PowerPoint, Photoshop, Illustrator, Adobe Acrobat, OmniGraffle, OmniFocus, Unix, Unix Shell Scripting, Oracle, Teradata, Data Modeling, Data Quality, Fitness Data, Nutrition Data
Education
ESMOD École Supérieure des Arts et techniques de la Mode 2009 — 2011
Modéliste, Homme
Stanford University 2008 — 2008
Data Mining
City College of San Francisco 1993 — 2008
Fashion Design
Bridge-Linguatec, Rio de Janeiro, RJ, Brasil 2003 — 2007
Português, Portuguese
San Francisco State University 1994 — 1997
BS, International Finance
1985 — 1986
English Literature
1985 — 1986
Aviation
Self Owned January 2005 - Present
Vista Outdoor Inc. March 2013 - May 2015
Ameriprise Financial Services, Inc. June 2011 - March 2013
Wells Fargo Bank N.A December 2008 - May 2010
Grand Casino October 2005 - June 2008
Skills
Talent Acquisition, Recruiting, Leadership, Customer Service, Sales, Marketing, PeopleSoft, Event Planning, Onboarding, Human Resources, Portrait Photography, Wedding Photography
Education
Saint Cloud State 2002 — 2003
aa, Marketing, English
Anoka Ramsey Community College 2000 — 2002
AA, Arts
Coon Rapids High School 1995 — 1997
MoFa Design April 2005 - Present
Bluewolf August 2014 - May 2015
Eccolo Media, Inc December 2009 - November 2010
YOU Technology, LLC formerly known as Softcoin May 2008 - April 2009
Littler Mendelson, PC February 2007 - April 2008
San Francsico Parks Trust 2006 - 2006
Wells Fargo Bank, NA March 2003 - March 2005
Wells Fargo Bank, NA April 1999 - March 2003
Wells Fargo Bank, NA September 1997 - April 1999
Federated Department Stores September 1995 - August 1996
Skills
Strategy, Branding & Identity, Graphic Design, Marketing Strategy, Leadership, Corporate Identity, CRM, Integrated Marketing, Marketing, Project Management, Cross-functional Team..., Management, Program Management, Event Management, Project Planning, Marketing Communications, Adobe Creative Suite, InDesign, Photoshop, Creative Direction
Education
Academy of Art University 2010 — 2014
MFA, Graphic Design
University of California, Davis 1991 — 1995
BA, International Relations
Wells Fargo Bank, NA January 2005 - Present
DuPont Pioneer June 2000 - January 2005
Ruan Transportation Management Services June 1995 - June 2000
Skills
Microsoft SQL Server, SSIS, Oracle PL/SQL..., Financial Analysis, Financial Reporting, Autosys, Automated Processes, Volunteering, SQL, Finance, Process Improvement, Databases, Essbase, Analysis, Business Intelligence, Access, Requirements Analysis, Forecasting, Strategic Financial..., Database Design, Project Planning, Management, Team Management, Data Warehousing, Data Modeling, SQL Tuning, OLAP, Variance Analysis, VBA, Relational Databases, Data Integration, Training, OBIEE, Teradata, Crystal Reports, Performance Tuning, Business Analysis, Hyperion Enterprise, Business Intelligence..., PL/SQL, T-SQL, Budgets, Customer Service, Strategic Planning, Leadership, Team Building
Education
Drake University 2000 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Drake University 1986 — 1991
Bachelor of Science (BS), Accounting and Finance
Chase Bank March 2015 - Present
PennyMac June 2013 - February 2015
Key Bank Corp. December 2011 - May 2013
Wells Fargo Bank, NA November 2008 - December 2011
Countrywide Home Loans/FSL/B of A December 1999 - October 2008
Ameriquest Mortgage September 1998 - December 1999
Skills
Mortgage Lending, Loans, Loan Origination, Banking, Mortgage Banking, Business Development, Retail Banking, FHA, Consumer Lending, Credit, Branch Management, Credit Analysis, Branch Banking, Residential Mortgages, Cross Selling, Team Leadership, Refinance, Development & delivery..., Purchase Financing, Foreclosures, Investment Properties, First Time Home Buyers
Education
Chemeketa Community College 1995 — 1997
General Studies
Wells Fargo Bank, NA April 2012 - Present
Wells Fargo Bank, NA 2008 - 2012
Education
The George Washington University 1986 — 1989
MBA, International Business
Bucknell University 1979 — 1983
Bachelor of Arts (BA), Economics and French
Wells Fargo Bank N,A July 2006 - Present
Albertsons July 1996 - February 2006
Skills
IRAs, Mortgage Lending, Consumer Lending, Business Analysis, Credit Analysis, Home Equity Lines of..., Insurace, Business Loans, Logistics Management, Sales Operations, Operations Management, Analysis, Investments, Public Speaking
Education
California State University-Chico 2002 — 2005
Bachelor of Arts (B.A.), Business Administration, Management, Operations and Marketing
NA June 2011 - Present
Wells Fargo Bank, NA November 2010 - June 2011
Wells Fargo Bank 2009 - 2011
Wells Fargo Financial December 2009 - November 2010
Wells Fargo Financial November 2009 - November 2010
Portfolio Recovery associates August 2007 - December 2009
montgomery & associates November 2004 - November 2007
Skills
Sales, Customer Retention, Customer Satisfaction, Collections, Negotiation, Payments, Financial Analysis
Education
Bethel University
Bachelor of Science, Management
Jackson State Community College
Organizational Development; Registered Nursing Program
Lambuth University
Business Administration, Management and Operations
Lambuth University
Bachelor of Business, Business Administration
DealerSocket May 2015 - Present
DealerSocket March 2015 - May 2015
SCFD Inc. June 2012 - March 2015
WELLS FARGO BANK, NA September 2008 - May 2012
Skills
Customer Satisfaction, International Sales, New Business Procurement, Problem Analysis, Credit Analysis, Financial Analysis, Strategic Financial..., Finance, Investments, Wealth Management, Financial Accounting, Time Management, Team Leadership, Forecasting, GAAP, Financial Reporting, Accounting
Education
California State University-Fullerton 2009 — 2012
Bachelor of Arts (B.A.), Business Administration Concentration in Accounting
Georgia Bank and Trust September 2013 - Present
Jessica Marie Photography August 2012 - Present
Georgia Bank and Trust February 2012 - Present
Wells Fargo Bank NA July 2011 - February 2012
First Bank Mortgage September 2008 - July 2011
First Bank September 2008 - July 2011
Columbia County Magistrate Court Augusta GA August 2006 - September 2008
Georgia Bank and Trust June 2002 - August 2006
Skills
Typing, Administration, Data Entry, Customer Service, Accounts Payable, Cash Handling, Confidentiality, Telecommunications, Product Marketing, Banking, Retail Banking, Outlook, Cash Flow, Credit, Leadership, Management
Education
Augusta State University
RAISE Energy Solutions January 2013 - Present
The ERAS Group, Inc. November 2000 - Present
Wells Fargo Bank, NA September 2001 - February 2008
Carolina Fiber Communications, Inc. October 1994 - December 1998
PC Concepts, Inc. June 1989 - October 1994
Skills
Solar, Wind Energy, Renewable Energy, New Business Development, Business Strategy, LED Lighting, Lithium-ion Batteries, Solar Energy, Wind, Venture Capital, Solar PV, Negotiation, Sustainable Energy, Marketing Strategy, Contract Negotiation, Strategic Planning, Energy Efficiency, Start-ups, Business Development, Strategy, Entrepreneurship, Energy, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
MBA
DePaul University 1984 — 1987
BS
Ditto Labs June 2015 - Present
General Assembly January 2015 - April 2015
Wells Fargo Bank NA November 2010 - January 2015
Wells Fargo Advantage Funds January 2009 - October 2010
Evergreen Investments June 2008 - December 2008
Skills
Ruby on Rails, Ruby, JavaScript, SASS, CSS, HTML, jQuery, AJAX, Backbone.js, Github, WordPress, HubSpot, AngularJS, Tumblr, Microsoft Excel, Adobe Illustrator, Adobe LiveCycle Designer, Alternative Investments, Microsoft Office, Investor Relations, Series 7, Product Management, Mutual Funds, Investments, Android SDK, HTML5
Education
Bentley University 2004 — 2008
BS, Finance
Bentley University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Industrial Commission of Arizona June 2013 - Present
AZPCnet October 2011 - February 2013
Rolf Lohse Global June 2010 - December 2010
American Express March 2007 - February 2010
DHL Worldwide Express July 2006 - March 2007
Countrywide Home Finance December 2005 - June 2006
MicroSymplex, Inc May 2005 - December 2005
American Standard, Inc July 2004 - June 2005
Wells Fargo Bank, NA April 2004 - June 2004
DHL Worldwide Express January 2002 - January 2003
Skills
Cisco Security, Active Directory, Firewalls, Routers, Network Administration, Help Desk Management, Desktop Support, Wireless Networking, IP Networking, Disaster Recovery, Linux, Help Desk Support, Data Center, Windows Server, Networking, Servers, DNS, Technical Support, IP, DHCP, Troubleshooting, VMware, Hardware, Customer Oriented, Security, Switches, VPN, Cisco Technologies, System Deployment, Information Security, Operating Systems, Software Documentation
Education
University of Phoenix 1999 — 2000
Information Technology
Arizona State University 1989 — 1996
BA, History
Wells Fargo Bank N.A January 2012 - Present
Wells Fargo Bank N.A. September 2006 - Present
The Vanguard Group August 2005 - August 2006
The Vanguard Group June 2003 - August 2005
Education
Binghamton University 1999 — 2004
BS, Economics
Wells Fargo Bank, NA June 2007 - Present
Skills
Marketing, Commercial Lending, Mortgage Lending, Wealth Management, Credit, Loans, Small Business, Commercial Banking, Lines Of Credit, Financial Reporting, Public Speaking, Marketing Communications, Strategy, Credit Analysis, Banking, Financial Analysis, Strategic Planning, SBA, Leadership, Relationship Management, Coaching, Marketing Strategy, Small Business Lending, Portfolio Management
Education
Amberton University 2004 — 2007
Wells Fargo October 2014 - Present
Wells Fargo Bank, NA October 2002 - October 2014
First Union Securities October 2000 - October 2002
New York State Unified Court System July 1997 - June 2000
Kings County District Attorney Office May 1995 - June 1997
Skills
Legal, Fiduciary, Asset Management, Banking, Financial Services, Trust Services, Trust Management, Investments, Corporate Law, Dispute Resolution, Litigation, Powers of Attorney, Conservatorships, Guardianship, Legislative Affairs, Wealth Management, Compliance, Risk Management, Spanish, Courts, Corporate Governance, Fiduciary Services, Legal Research
Education
Benjamin N. Cardozo School of Law, Yeshiva University
JD
City University of New York-John Jay College of Criminal Justice
BA
LPL Financial July 2009 - Present
Northern Trust July 2007 - July 2009
Silvergate Bank August 2005 - June 2007
US Bank December 2002 - August 2005
Wells Fargo Bank, NA October 2000 - December 2001
Wells Fargo Bank, NA April 1999 - September 2000
Wells Fargo Bank, NA January 1997 - March 1999
Wells Fargo Bank, NA December 1994 - December 1996
Wells Fargo Bank, NA January 1993 - December 1994
Skills
Banking, Mortgage Lending, Investments, Loans, Strategic Planning, Wealth Management, Mutual Funds, Credit, Asset Managment, Securities, Portfolio Management, Financial Services, Commercial Banking, Financial Goals, Series 7, Public Relations
Education
University of California, Irvine 1985 — 1988
MBA, Management
California State University, Fresno 1977 — 1981
BA, Journalism
U.S. Veterans Initiative January 2011 - Present
Parents Television Council May 2010 - January 2011
Special Olympics Southern California 2006 - 2009
Netzel Associates, Inc. 2005 - 2006
AAF ROSE BOWL AQUATICS CENTER 1994 - 2004
WORLD CUP USA, 1994 (Soccer) 1993 - 1994
HUGH O’BRIAN YOUTH FOUNDATION 1992 - 1994
WELLS FARGO BANK, NA 1989 - 1992
UNITED STATES OLYMPIC COMMITTEE 1984 - 1989
LAOOC 1982 - 1984
Skills
Community Outreach, Fundraising, Non-profits, Annual Giving, Public Policy, Social Media, Event Management, Program Management, Philanthropy, Leadership, Budgets, Grants, Government, Research, Team Building, Teaching, Team Leadership, Higher Education, Press Releases, Social Networking, Strategic Communications, Community Development, Policy, International Relations, Strategy, Staff Development, Marketing, Proposal Writing, Management, Non-profit..., Organizational..., Marketing Communications, Training, Community Organizing, Policy Analysis, Stewardship, Leadership Development, Coaching, Recruiting, Editing, Social Services, Workforce Development, Nonprofits, Career Counseling
Education
California State University-Northridge
BA, History & Business Administration
Wells Fargo Bank, NA 2018 — Present
Morgan Law Group 2016 — 2018
Sexton Estate Planning 2000 — 2016
Skills
Estate Planning, Trust and Probate Administration, Public Speaking, Legal Research and Writing
Education
Thomas Jefferson School of Law 1991 — 1995
J.D., Law
American University 1987 — 1991
B.A., International Studies
American University of Paris 1989 — 1989
International Studies
Long Beach Poly 1984 — 1987
High School
Citi June 2015 - Present
Wells Fargo - Asset Backed Finance Consumer Compliance Risk Assessment August 2009 - May 2015
Wells Fargo Home Mortgage January 2009 - July 2009
Wells Fargo Auto Finance June 2005 - January 2009
Wells Fargo Bank NA December 2004 - June 2005
Wells Fargo Financial August 2003 - December 2004
Wells Fargo Financial July 2001 - August 2003
Wells Fargo Financial December 2000 - July 2001
Wells Fargo Financial September 2000 - December 2000
Wells Fargo Financial January 2000 - September 2000
Skills
Financial Risk, Credit Risk, Auditing, Credit, Analysis, Management, Banking, Quality Assurance, Risk Management, Loans, Finance, Project Management, Six Sigma, Call Centers, Portfolio Management, Visio, Mortgage Lending, Executive Management, Training, Leadership, Consumer Lending, Process Improvement, Credit Analysis, Operational Risk..., Financial Analysis, Operational Risk, Analytics, Underwriting
Education
University of Phoenix 2001 — 2003
Master of Business Administration, Technology Management
Universidad Nuevo Mundo, A.C. 1990 — 1995
Bachelor, Business Administration
Wells Fargo Bank NA October 2013 - Present
Union Bank March 2012 - September 2013
DIRECTV August 2006 - March 2012
Nissan North America 2001 - 2006
Global Associates 1999 - 2001
Skills
SAS Platform..., Business Intelligence, Databases, SQL, Business Objects, Data Analysis, SAS, Data Mining, Data Warehousing, Visio, Analysis, Process Improvement, ETL, Oracle, Business Analysis, Requirements Analysis, Access, Software Engineering, Database Design, Testing, SDLC, Data Modeling, Teradata, Analytics
Education
California State University-Fullerton
MS, Software Engineering
University of Houston
BS, Computer Science
Wells Fargo Bank, N.A. September 2012 - Present
BMO Harris Bank, N.A. August 2004 - September 2012
Bank of America August 2001 - August 2004
Skills
Portfolio Management, Treasury Management, Loans, Financial Analysis, C&I Lending, Commercial Lending, Corporate Finance, Commercial Banking, Investments, Banking, Credit Analysis, Credit, Mergers & Acquisitions, Finance
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
University of Richmond 1989 — 1993
Bachelor of Arts (B.A.), English
WELLS FARGO BANK, NA November 2009 - Present
Skills
Banking, Leadership
Education
Des Moines Area Community College 1978 — 1980
Wells Fargo Bank, NA May 2004 - Present
United Artists Metro Theater 1995 - 1998
Education
City College of San Francisco 2006 — 2008
Wells Fargo Bank, NA September 1991 - Present
TradeCard 1999 - 2001
Education
Dickinson College 1984 — 1988
East Asian Studies
Nanjing University 1986 — 1986
Wells Fargo October 2012 - Present
Wells Fargo Bank, NA August 2004 - October 2012
Skills
Banking, Credit, Loans, Risk Management, Financial Analysis, Customer Service, Credit Analysis, Underwriting
Education
California State University-Long Beach - College of Business Administration 1998 — 2002
Bachelor's Degree, Accounting
University of California, Riverside 1997 — 1998
First Midwest Bank November 2012 - Present
Wells Fargo Bank N.A April 2007 - March 2011
LaSalle Bank N.A September 2003 - April 2007
BMO Harris Private Banking September 1980 - September 2003
Skills
Wealth Management, Credit, Certified Mixologist, B.A.S.S.E.T. Certified, Banking sales, Commercial Lending, Credit Analysis, Loans, Small Business Lending, Financial Analysis, Mortgage Lending, Wealth Management..., Commercial Mortgages, Credit Risk, Consumer Lending, Relationship Management, Banking
Education
Wittenberg University 1976 — 1980
BA, Business Administration
New Trier West 1972 — 1976
DePaul University
CFP
Wells Fargo Bank, N.A. March 2013 - January 2015
Skills
Commercial Lending, Loans, Banking, Small Business Lending, Credit, Commercial Banking, Consumer Lending, Credit Analysis, Lines Of Credit, Mortgage Lending, Finance, Asset Based Lending, Loan Origination, Treasury Management, Management, Risk Management, Commercial Mortgages, Underwriting, Retail Banking, Portfolio Management, Financial Analysis
Education
University of San Francisco
Wells Fargo 2009 - Present
Wells Fargo Bank, N.A. June 1985 - Present
Skills
Financial Risk, Banking, Portfolio Management, Credit, Capital Markets, Risk Management, Fixed Income, Financial Services, Commercial Banking, Retail Banking, Cash Management, Treasury Management, Operational Risk..., AML, Credit Risk, Credit Analysis, Loans, Payments
Education
University of Pennsylvania 1980 — 1985
Wells Fargo Bank N.A. August 2014 - Present
Wells Fargo Bank N.A January 2013 - August 2014
Wells Fargo Bank N.A. August 2008 - January 2013
Wells Fargo Bank N.A. June 2006 - August 2008
Hinrichs & Associates, LTD May 2005 - August 2005
Skills
Business Continuity..., Financial Analysis, Auditing, Banking, Cash Management, Accounting, Financial Reporting, Sarbanes-Oxley, Risk Management, Internal Audit, Enterprise Risk..., Internal Controls
Education
Capella University 2007 — 2011
MBA, IT Management
University of Maine at Presque Isle 2002 — 2006
Bachelor's Degree, Accounting and Management Information Systems
Wells Fargo Bank NA August 2010 - Present
Wells Fargo Home Mortgage May 2002 - August 2010
Commerce Bank January 1996 - May 2002
Education
Bryant University 1979 — 1983
Bachelor of Science, Business Education/Business Administration
United Nectar, LLC April 2009 - Present
Wells Fargo Bank, NA August 1997 - Present
Learning Express Toys July 2003 - July 2014
Aubergine Industries, LLC December 1996 - May 1998
Black Forest Inn February 1990 - July 1996
HOKY International Marketing Corporation October 1986 - October 1988
Skills
Business Analysis, SharePoint, Process Improvement, Project Management, Public Speaking, Analysis, Vendor Management, Microsoft Office, Strategic Planning, Nonprofits, Leadership, Training, SDLC, Access, Program Management, Writing, Grant Writing, Research, Proposal Writing, Business Requirements, Editing, Risk Management, Public Education, Community Engagement, Parent Education, Beekeeping, Gifted Education, Grant Administration, Civic Engagement, Software Documentation, Non-profit..., Documentation, Business Process..., Social Media Marketing, Customer Service, Contract Negotiation, Event Planning, Legal Writing, Legal Research, Negotiation, Operations Management, Quality Assurance, Public Relations, Community Gardens, Microsoft Excel, Microsoft Word, PowerPoint, Contract Management, Procurement
Education
Carleton College 1981 — 1985
Bachelor of Arts (BA), History
Wells Fargo Home Mortgage April 2013 - Present
Wells Fargo Bank, NA February 2013 - April 2013
Wells Fargo Home Mortgage March 2006 - February 2013
Norwest Mortgage November 1997 - March 2006
Ruan Transportation 1995 - 1997
Amoco Oil Company 1989 - 1995
BP & Amoco 1989 - 1995
Ruan Transportation 1975 - 1989
Education
Drake University
MBA
Simpson College
BA, Accounting
Great-West Financial August 2014 - Present
Great-West Financial December 2012 - Present
Great-West Life and Annuity Insurance Company November 2009 - Present
Key Bank March 2007 - October 2009
Wells Fargo Bank, N.A. 2002 - 2007
State of Colorado May 2001 - August 2001
Skills
Credit, Sales, Loans, Management, Project Management, Series 63, Mutual Funds, Finance, Mortgage Lending, Banking, Investments, Relationship Management, Financial Services, Financial Analysis, Retirement Planning
Education
University of Northern Colorado 1998 — 2002
Bachelors of Arts, Economics
H.B. Fuller Company June 2013 - Present
HB Fuller Company August 2011 - June 2013
H.B. Fuller June 2006 - August 2011
US Bancorp Equipment Finance January 2004 - August 2005
US Bancorp Equipment Finance January 2002 - January 2004
Farm Credit Leasing January 1998 - January 2000
Farm Credit Leasing January 1997 - January 1998
Wells Fargo Bank January 1996 - January 1997
Wells Fargo Bank January 1991 - January 1996
Wells Fargo Bank, NA January 1986 - January 1989
Skills
JD Edwards, Financial Analysis, Microsoft Office, Process Improvement, Accounts Receivable, Financial Reporting
Education
National Association of Credit Management 2008 — 2011
Successfully Completed all course work and tests
Metropolitan State University 1998 — 2005
Bachelor of Science Degree, Business Administration- Major; Economics- Minor, 3.91 GPA, Graduated with Honors- Top 10% of Class
Alexandria Technical College
Associate Degree, Marketing and Sales Management
Saint Cloud Technical College
Associate Degree, Credit and Finance
Wells Fargo Bank, NA July 2012 - Present
Neltec, Inc. April 2006 - October 2009
Education
Arizona State University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Multimedia Comm/Technical Writing, 3.85
Wells Fargo Bank, NA October 2013 - Present
Wells Fargo Bank NA December 2011 - October 2013
Wells Fargo Bank NA December 2009 - December 2011
Wells Fargo Bank NA April 2008 - December 2009
Wells Fargo Bank NA January 2007 - April 2008
Wells Fargo Bank NA June 2005 - January 2007
Wells Fargo Bank NA April 2003 - May 2005
Wells Fargo Bank NA April 2002 - April 2003
Wells Fargo Home Equity April 1999 - April 2002
Wells Fargo Bank NA September 1997 - April 1999
Skills
Project Management, Financial Risk, Portfolio Management, Banking, Strategic Planning, Loan Servicing, Financial Analysis, Mortgage Lending, Process Improvement, Mortgage Banking, Credit, Leadership, Consumer Lending, Risk Management, Relationship Management, Credit Risk, Analysis, Loans, Loan Origination, Management, Residential Mortgages, Mortgage Servicing, Financial Services, Vendor Management, Customer Service, Business Process...
Education
Black Hills State University 1989 — 1995
Education, Ed, Middle, Early Childhood, Math
Wells Fargo Bank NA December 2004 - Present
Wells Fargo Bank 2004 - Present
Wachovia Bank, A Wells Fargo Company 2004 - Present
Wachovia, A Wells Fargo Company 2004 - 2010
PMI Metrolina 2007 - 2009
Education
California State University-Fullerton 1982 — 1987
BA, Psychology
California State University-Fullerton 1982 — 1987
BA, Psychology
Wells Fargo Bank, NA March 2015 - Present
Wells Fargo 2010 - Present
Northern Arizona University 2011 - Present
Montalbano Homes of Arizona 2005 - 2009
Moyes Storey Ltd. 2004 - 2005
Mesa City Attorney's Office 2003 - 2004
Skills
Legal, Commercial Banking, In-house Counsel, Real Estate, Finance, Disposition, Underwriting, Legal Writing, Loans, Real Estate Development, Property Management, Leases, Financial Analysis, Public Speaking, Investments, Business Development, Acquisitions, Investment Properties, Financial Modeling, Non-profits, Brokerage, Portfolio Management, Valuation
Education
University of Denver - Sturm College of Law 2001 — 2004
J.D., Law
Arizona State University 1994 — 2000
B.I.S., Economics & Communications
Healthware Technologies September 2015 - Present
Tesla Motors September 2012 - September 2015
Tesla Motors September 2012 - July 2013
Capital Asset Exchange & Trading, LLC February 2012 - May 2012
JPMorgan Chase September 2010 - January 2012
Wells Fargo Bank NA July 2007 - October 2010
Applied Silver, LLC September 2009 - June 2010
William Henry Crew III Wealth Management April 2009 - September 2009
Skills
Accounting, Finance, Sales, Excel, Word, PowerPoint, iWork, Japanese, Customer Service, Banking, Negotiation, Salesforce.com, Analysis, Process Improvement, Project Management, Business Development, Business Analysis, Leadership, Management, Customer Satisfaction, Retail, Lead Generation, Sales Process, SAP, Outlook, New Business Development, Microsoft Excel, Microsoft Word, Start-ups
Education
California Polytechnic State University-San Luis Obispo 2005 — 2010
BS, Business Admin - Accounting
Wells Fargo Bank, N.A. 2006 - Present
JPMorgan Chase March 1993 - December 2005
Education
University of Phoenix 2011 — 2012
Bachelor of Science (BS), Business Management
Wells Fargo Home Mortgage August 2014 - Present
Wells Fargo Home Mortgage October 2009 - Present
Wells Fargo Bank, NA 2009 - 2011
USAutoforce, INC 2007 - 2009
Behavioral Health 2006 - 2007
Wells Fargo Home Mortgage July 2000 - January 2006
Skills
Visio, Outlook, Access, PowerPoint, Lotus Notes, Microsoft Excel, Microsoft Word, Customer Service, Invoicing, Software Installation, Time Management, Spreadsheets, Telephone Skills, Databases, Database Administration, Training, Troubleshooting, Analysis, Microsoft Office, Data Entry, Fax, Administrative..., Mortgage Lending
Education
Augsburg College 2000 — 2004
Bachelors of Arts, Fine Arts; Psychology
Augsburg College
Bachelors of Arts, Fine Arts; Psychology
Wells Fargo Bank, NA January 2005 - July 2012
River Software Systems, INC January 1990 - January 2005
Wachovia Bank 1998 - 2005
IBM August 1979 - May 1990
Skills
MVS/ zOS, Workstations, Windows Server, Assembler Language, 'C', C++ Language, COBOL, JCL, Mcirosoft Visual Studio, Windows SDK, Windows Back Office, Paradigm Debug and..., tcp/ip (sockets), MQ Series, Connect:Direct, DB2, SQL, data encryption/..., dump analysis, IBM IPCF, IBM Strobe, Compuware Xpeditor, TSO, File Aid, REXX, Eztrieve, Compuware Abend-Aid, Endevor, Pac2000, Change Man, Harvest, Anthill, PICCT, MS Word, MS Excel, MS Powerpoint, T-SQL
Education
Clemson University
Bachelor of Science (BS), Engineering Technology/ Electrical
Wells Fargo Bank NA August 2009 - Present
Wachovia SBA Lending, Inc August 2000 - August 2007
The Money Store July 1997 - August 2000
Skills
Banking, Small Business Lending, Excel, Microsoft Office, Word
Education
American River College 1994 — 1996
AA, Accounting & Real Estate
Bono Family Auto Dealership November 2009 - Present
Wells Fargo Bank NA January 2005 - Present
Skills
Performance Management, Microsoft Office, Leadership, Team Building, Employee Relations, Process Improvement
Education
Metropolitan State University
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Anoka Technical College
Kindred Healthcare February 2014 - Present
Wells Fargo Bank NA September 2011 - March 2013
Wells Fargo Bank September 2010 - August 2011
Desert Hills Bank January 2008 - April 2010
Desert Hills Bank February 2006 - January 2008
Desert Hills Bank December 2004 - February 2006
Harris Bank, N.A. 1996 - 2004
Skills
Performance Appraisal, Commercial Banking, New Hire Orientations, Benefits Administration, Credit Analysis, Payroll, Policy, Management, Human Resources, Banking, Time Management, Credit, Customer Service
Education
Iowa State University 1987 — 1990
Bachelor of Arts, Communication
Des Moines Area Community College 1985 — 1987
Associate of Arts, Fine Arts
DSV - Global Transport and Logistics June 2015 - Present
Hospital Receivables Service, Inc. October 2014 - June 2015
Pantheon Tile July 2014 - September 2014
Kuehne-Nagel Aerotek Temporary Staffing September 2013 - July 2014
Old Republic General Services August 2010 - June 2013
ATS May 2007 - January 2010
Wells Fargo Bank, NA January 1999 - December 2006
Skills
Customer Service, Microsoft Office, Team Building, Budgets, Management, Sales, Contract Negotiation, Leadership, Marketing, Microsoft Excel, Negotiation, Coaching, Public Speaking
Education
North Lake College 2014 — 2016
Supervisor certification, Business Administration and Management, General
Dallas County Community College 2014 — 2015
Associate of Arts (AA), Business Administration and Management, General
Brookhaven Community College
Associate, Arts
Wells Fargo Bank NA October 2001 - Present
Education
Cardinal Stritch University 2001 — 2003
MBA, Doubke Major Finance andStrategic management
Goldwater Bank, N.A. September 2010 - Present
BBVA Compass Bank April 2006 - January 2009
University of Phoenix August 2004 - March 2007
Wells Fargo Bank, NA April 2003 - April 2006
Merrill Lynch March 1999 - April 2003
Skills
Relationship Management, Finance, Management, Banking, Investments, Mortgage Lending, Small Business Lending, Commercial Lending, Portfolio Management
Education
Arizona State University 1982 — 1983
Master of Business Administration (MBA)
Arizona State University 1981 — 1981
Added Accounting Major Equivalent for CPA Exam
Wells Fargo Bank, NA January 2011 - Present
Wells Fargo Home Mortgage January 2010 - January 2011
Auburn University Campus Recreation January 2007 - January 2010
Skills
Leadership, Customer Service, Sales, Program Management, Data Analysis, Time Management, Loans, Training, Strategic Planning, Team Leadership, Recruiting, Critical Thinking, Management, Public Speaking, Event Planning, Microsoft Office, Outlook, Microsoft Excel
Education
Auburn University
B.S, Business Administration; Finance
Wells Fargo Bank, N.A. January 1996 - Present
SunTrust Bank May 1981 - December 1995
Skills
Mortgage Lending, Series 7, Wealth Management, Consumer Lending, Commercial Mortgages, Securities, Retail Banking, Mutual Funds, Private Banking, Mortgage Banking
Education
University of Richmond - Robins School of Business 1979 — 1983
BS, Management
Wells Fargo Bank, NA
Skills
Accounting, Financial Analysis
Education
Regis University 2009 — 2012
Master of Business Administration (M.B.A.), Accounting & Finance
College of St. Benedict
BA, Communications & Political Science
Edina High School
Regis University
Master of Business Administration (MBA), Accounting and Finance
Wells Fargo Bank NA
Skills
Credit, Credit Risk, Commercial Lending, Lines Of Credit, Loans, Commercial Banking, Small Business Lending, Banking, Portfolio Management, Financial Analysis, Wealth Management, Wealth Management..., Credit Analysis, Mortgage Lending, Treasury Management
Education
Angelo State University
The University of Texas at El Paso
BBA
Wells Fargo Bank NA June 2011 - Present
JP Morgan Chase April 2007 - October 2009
JP Morgan Chase April 2001 - April 2007
Personnel Source Temp Agency at JPMorgan Chase August 1998 - April 2001
Skills
Facebook, Customer Service, Financial Services, Process Improvement, Microsoft Excel, Vendor Management, Training, Microsoft Office, Credit, Team Building, Outlook, Leadership, Social Media, PowerPoint, Microsoft Word, Business Analysis, Social Networking
Education
New York Institute of Technology-Manhattan Campus 2001 — 2004
BFA, Communications
American InterContinental University 1995 — 1998
AA, Video Production
Wells Fargo Bank, NA November 2012 - Present
Home Title of America May 2012 - November 2012
Law Offices of Daniel C. Consuegra May 2011 - May 2012
DPI Mid Atlantic November 2008 - September 2010
KB Home June 2007 - November 2007
Pulte Homes January 2006 - June 2007
Beazer Homes November 2002 - December 2005
Corporate Services Group July 2001 - April 2002
Garrison Glass February 1999 - July 2001
Skills
Business Math, Computer..., Notary Public held for..., Florida Real Estate..., Real Estate, Investment Properties, Customer Service
Education
D G Erwin Technical Center 1995 — 1997
Business Administration and Management, General
Armwood Senior Highschool 1990 — 1994
5.11 Tactical April 2015 - Present
Pacific SunWear of California November 2010 - April 2015
JPMorgan Chase June 2010 - November 2010
JP Morgan Chase Bank June 2010 - November 2010
Wells Fargo Bank N.A April 2007 - April 2010
Wells Fargo Bank N.A March 2005 - April 2007
Wells Fargo Bank N.A October 2004 - March 2005
Best Buy Inc August 2003 - September 2004
Sears Roebuck, and CoBuena Park September 2001 - July 2003
Skills
Treasury, Cash Management, Banking, Cost Reduction, Cost Management, Commercial Banking, Banking Relationships, Microsoft Office, Customer Relations, Loss Prevention, Investment Banking, Retail Banking, Corporate Treasury, Bilingual, Customer Service, Team Leadership, Team Building, Teamwork, Problem Solving, System Administration, Operating Systems, Negotiation, Analysis, Data Analysis, Data Entry, Building Relationships, Treasury Management, Cash Flow, Financial Reporting, Management, Sales, Finance, Retail, Forecasting, Financial Analysis, Training, Microsoft Excel, Leadership, Relationship Management
Education
CSU Pomona 1999 — 2000
Undecided
Magnolia High School 1996 — 2000
Hugh school diploma
Cypress College
Mathematics
Cypress Community College
Wells Fargo Bank NA August 1986 - Present
Wells Fargo 1986 - Present
Skills
Banking, Retail Banking, Mortgage Lending, Credit, Loans, Small Business Lending, Credit Analysis, Consumer Lending, Loan Origination, Commercial Lending, Mortgage Banking, Customer Service, Lines Of Credit, Commercial Banking
Education
Canisius College 1978 — 1982
Canisius College
cardinal mindszenty
cardinal mindszenty
Wells Fargo Bank, NA February 2013 - Present
Wells Fargo Bank, NA December 2011 - February 2013
Wells Fargo Home Mortgage April 2010 - December 2011
Leesville Road High School August 2009 - December 2009
Skills
Microsoft Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Microsoft Office, Loans, Loss Mitigation, Loan Servicing, Research, Access, Data Analysis, Process Improvement
Education
Appalachian State University 2005 — 2009
Bachelor of Science, History, Secondary Education
Appalachian State University 2005 — 2009
Bachelor of Science (B.S.)
Wells Fargo Bank, NA January 2015 - Present
Wells Fargo Bank, NA August 2006 - January 2015
Wells Fargo Bank NA August 1999 - August 2006
Skills
Banking, Commercial Lending, Credit, Loans, Risk Management, Commercial Banking, Credit Analysis, Underwriting, Mortgage Lending, Finance, Cash Management, Relationship Management, Leadership, Portfolio Management
Education
Bowling Green State University 1986 — 1990
Bachelor's Degree, Business Administration with a specialization in Hotel / Restaurant Management
Wells Fargo Bank NA October 2010 - Present
Bremer Bank February 2003 - October 2010
U.S. Bank December 1987 - June 2001
Skills
Banking, Microsoft Office, Microsoft Excel, Financial Analysis, Credit, Risk Management, Customer Service, Microsoft Word, PowerPoint, Project Management, Loans, Business Analysis, Strategic Planning, Change Management, Retail Banking, Portfolio Management, Credit Risk, Business Strategy, Credit Analysis, Negotiation
Education
Concordia College
Bachelor of Arts (BA), Marketing
JPMorgan Chase Bank, N.A. August 2014 - Present
JPMorgan Chase Bank, NA June 2013 - Present
Modern Jewelry Mart, Inc. October 1991 - Present
Wells Fargo Bank, NA March 2010 - June 2013
Washington Mutual Bank, NA January 2001 - April 2002
American Savings Bank March 1995 - December 1997
Great Western Savings & Loans May 1986 - February 1995
Great Western Savings & Loans May 1985 - April 1986
Education
California State University-Long Beach 1985 — 1993
Bachelor of Science (BS), Business Administration and Management, General
The Copy Catalyst November 2014 - Present
Wells Fargo Bank, N.A. November 2011 - January 2014
Wells Fargo June 2008 - November 2011
Citifinancial June 2006 - June 2008
Skills
Banking, Credit, Loans, Portfolio Management, Mortgage Lending, Investments, Finance, Risk Management, Credit Analysis, Financial Analysis, Marketing, Content Writing, Brand Development, Creative Writing, Insurance, Commercial Banking, Sales, Writing, Marketing Strategy, Business Planning, Relationship Management, Marketing Communications, Strategy
Education
University of Notre Dame 2001 — 2005
Bachelor's Degree, History
WELLS FARGO BANK NA July 2014 - Present
Wells Fargo July 2012 - June 2014
Wells Fargo June 2011 - June 2012
Fidelity Bank January 2009 - April 2011
Skills
Typing, Store Management, Store Operations, Retail Banking, Retail Sales, Branch Banking, Sales Management, Team Management, Banking, Customer Satisfaction, Relationship Management
Education
Wichita State University 2007 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Coffeyville Community College 2004 — 2006
Associate of Science (A.S.)