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
Wells Fargo July 2013 - Present
Wells Fargo Bank N.A June 2012 - July 2013
Wells Fargo Bank N.A September 2010 - June 2012
Wells Fargo Bank N.A July 2009 - September 2010
Wells Fargo Bank, N.A May 2007 - July 2009
Skills
Problem Solving, Banking, Microsoft Excel, Customer Experience, Time Management, Financial Services, Management, Retail Banking
Education
Metropolitan State University 2008 — 2010
Bachelor of Science, Human Resource Management
Minnesota State University, Mankato 2005 — 2008
MyBeeble January 2013 - Present
Corix Utilities July 2009 - July 2011
Wells Fargo Bank NA July 2006 - May 2009
Skills
Environmental Compliance, Logistics, MS Project, Forecasting, Policy, Project Planning, Water Distribution, Microsoft Office, Microsoft Excel, Change Management, Sustainability, Purchasing, Power Utilities, Project Management, Customer Service, Water Treatment, Management, Water Supply, SAP, Contract Management, Energy, Environmental Impact..., Teamwork, Gas, Water, Strategic Planning, Integration, Financial Analysis, Procurement, Process Improvement, Team Leadership
Education
Northern Arizona University 2001 — 2005
Bachelor of Science (BS), Advertising and Business Management
Northern Arizona University
Wells Fargo Home Mortgage April 1999 - December 2013
Wells Fargo Home Mortgage April 1999 - April 2001
Wells Fargo Bank NA September 1998 - April 1999
Skills
Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Research, Outlook, Public Speaking, Retail, PowerPoint, Teaching, Leadership, Sales, English, Windows, Time Management, Budgets, Training, Data Entry, Negotiation, Leadership Development, Nonprofits, Team Building, Coaching, Event Management, Event Planning, Public Relations, Teamwork, Photoshop, Strategic Planning, Fundraising, Editing, Mortgage loan processing, Mortgage Lending
Education
University of Nebraska at Omaha 1984 — 1986
Classes in Accounting I, micro and macro economics
Grace University 1975 — 1978
Associate of Arts (AA), Bible/Biblical Studies
Wells Fargo Private Bank 2008 - Present
Wells Fargo Bank N.A 2005 - 2008
Wells Fargo / Wachovia / SouthTrust Bank 1999 - 2005
NationsBank N.A 1995 - 1999
Skills
Asset Management, Credit Analysis, Small Business Lending, Credit, Underwriting, Loans, Valuation, Commercial Banking, Credit Risk, Commercial Lending, Portfolio Management, Relationship Management, Finance, Risk Management, Financial Risk, Financial Analysis, Banking
Education
Florida Atlantic University 1994 — 1999
Masters of Business Administration, Finance & Real Estate
Nations Bank 1995 — 1996
Credit Risk Training & Certification
Florida Atlantic University 1990 — 1993
Bachelors of Business Administration, Finance, Real Estate
EyeCatch Networks August 2012 - Present
Citi Bank N.A March 2011 - September 2012
Wells Fargo Bank N.A January 2010 - March 2011
Air Force One January 2005 - January 2009
Skills
Management, Marketing, Customer Service, Team Leadership, Sales Management, New Business Development, Business Strategy, Sales, Negotiation, Marketing Strategy, Networking, Analytical Skills, Social Media, Inventory Management, Credit Risk, Invoicing, Advertising, Training, Spanish, Leadership, Time Management, Business Communications, Digital Signage, Digital Marketing, Brand Engagement, Animation, Social Media Marketing, Microsoft Word, Strategic Planning, Marketing Communications, Social Networking, Project Management, Team Building, Teamwork, Strategy, Business Development, Public Relations, Entrepreneurship
Education
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (BBA), Finance & International Business, GPA: 3.91
Wells Fargo Bank Business Banking ManagerWells Fargo Bank NA2000 - Present
Wells Fargo Bank, NA July 1996 - Present
Skills
Credit Analysis, Commercial Banking, Management, Risk Management, Financial Analysis, Portfolio Management, Loans, Commercial Lending, Credit, Banking, Small Business Lending
Education
Illinois State University 1990 — 1992
Master of Business Administration (M.B.A.), Concentration in Finance
Illinois State University 1984 — 1987
Bachelor’s Degree, Finance
PNC Private Client Group September 2012 - June 2013
Wells Fargo Bank, NA May 2011 - August 2012
J.P.Morgan Private Wealth Management December 2009 - May 2011
Wells Fargo Private Bank January 2009 - December 2009
Umbach Financial Group May 2007 - January 2009
GenSpring Family Offices March 2002 - May 2007
Skills
Portfolio Management, Alternative Investments, Fixed Income, Investments, Wealth Management..., High Net Worth..., Finance, Investment Management, Wealth Management, Financial Analysis, Due Diligence, Investment Strategies, Estate Planning
Education
Florida Atlantic University
Bachelor of Science, Business Administration; Finance
Wells Fargo Bank NA April 2014 - Present
Shane English Nanyang June 2013 - April 2014
Shane English Fenghua May 2012 - May 2013
Shane English Fenghua February 2011 - May 2012
CDS Global October 2008 - July 2010
Senior Customer Service Rep September 2006 - October 2008
Sears Credit / Citigroup April 2001 - August 2006
Rohwer Video Productions April 2002 - August 2005
US Army Reserves January 1992 - January 2003
Qwest Communications August 1995 - April 2001
Skills
Microsoft Office, Management, Training, TESOL, ESL, Teaching, Research, English, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Customer Service, Budgets, Strategic Planning, Editing, Coaching, Team Building, Staff Development, Higher Education, Curriculum Development, Curriculum Design, Instructional Design, Teaching English as a..., Teacher Training, Leadership, Tutoring, Educational Leadership, Lesson Planning, Process Improvement, Event Planning, E-Learning, Language Teaching, Call Centers, Account Management, Creative Writing, Social Media, Project Management, Program Management, Team Leadership, CRM, Recruiting, Leadership Development, Business Strategy, Marketing, Sales, Adult Education, Classroom
Education
East High School 1986 — 1990
East High School 1986 — 1990
Iowa State University 2003 — 2010
Bachelor of Arts (BA), English Language and Literature, General
Des Moines Area Community College 1993 — 1996
Associate of Arts (AA), Business Administration and Management, General
International House Bogota 2010 — 2010
CELTA, Teaching English as a Second or Foreign Language/ESL Language Instructor
Wells Fargo Bank NA May 2012 - Present
TEKsystems January 2011 - May 2012
Los Padres Bank June 2006 - December 2010
Green Tree Servicing, LLC August 2005 - June 2006
Green Tree Servicing, LLC February 2000 - August 2005
Green Tree Servicing, LLC November 1999 - February 2000
Green Tree Servicing, LLC March 1999 - November 1999
Green Tree Servicing, LLC June 1998 - March 1999
Green Tree Servicing, LLC July 1997 - June 1998
Transamerica Financial Services, Inc. August 1994 - July 1997
Skills
Business Intelligence, Microsoft SQL Server, ETL, Databases, SSIS, SSRS, SQL, T-SQL, Access, Analysis, Relational Databases, Microsoft Excel, Stored Procedures, Business Requirements, Banking, Data Modeling, Database Design, Project Management, Analytics, Data Warehousing, Management, Oracle, SAS, VBA, Business Objects, Database Administration
Education
Northern Arizona University 1986 — 1989
BSBA
University of Arizona 1983 — 1985
Major
Wells Fargo Bank NA August 2007 - Present
Vendarian Video Production LLC June 2012 - January 2015
Wells Fargo Bank via Teckstar December 2005 - January 2006
IPOWER contract February 2005 - October 2005
Citicorp via Professional Access September 2002 - November 2002
Hallmark IT/Totaltech April 2002 - April 2002
U.S. Postal Service contract February 2002 - March 2002
Cablevision April 2001 - December 2001
North Shore Long Island Jewish Health System/Futurelink December 2000 - February 2001
Fromme, Schwartz,Newman,and Cornicello Law Firm November 2000 - December 2000
Skills
Audio Engineering, Videography, Microsoft Office, Computer Hardware, Servers, SharePoint, Disaster Recovery, Linux, Process Improvement, Marketing, Integration, Visio
Education
Mesa Community College 2015 — 2016
Currently Enrolled in C.C.N.A. Certificate classes working toward certification testing June 2016
Indiana Institute of Technology 1985 — 1987
Computer and Information Sciences and Support Services
Leonia High School 1981 — 1985
High School, General Education
American Pacific Mortgage June 2015 - Present
Wells Fargo Bank, NA July 2013 - June 2015
Urban Financial Group, Inc. 2011 - 2012
Skills
Mortgage Lending, Reverse Mortgages, Loans, FHA, Refinance, Mortgage Banking, Loan Origination, Residential Mortgages, VA loans, Credit, FHA financing, Investment Properties, First Time Home Buyers, USDA, Non-Conforming, Certified Mortgage..., VA Loans, Construction Loans, FHA Financing, 203K, Government Loans, Home Equity Lines of..., Home Equity, Home Equity Loans
Education
Los Angeles City College 2000 — 2002
Technical Theatre/Theatre Design and Technology
Major Hospital/Major Health Partners January 2014 - Present
Major Hospital/Major Health Partners June 2012 - Present
Major Hospital/Major Health Partners May 2010 - June 2012
Wealth Management Group March 2009 - May 2010
Wells Fargo Bank, NA May 2005 - March 2009
Skills
Team Leadership, Public Relations, Communication, Corporate Events, Event Planning, Corporate Communications, Community Outreach, Office Administration, Holistic Health, Nursing, Healthcare, EMR, Hospitals, Patient Education, IV, Medication..., Medical/Surgical, Telemetry, Surgery, ACLS, Meditech, Direct Patient Care, BLS, Inpatient, Patient Safety, PALS, Quality Patient Care, Microsoft Office, Post Anesthesia Care, Interviews, Cpr Certified, Management, Customer Service, Patient Advocacy, Cardiac Monitoring, Nursing Process, Medical Terminology, Therapeutic..., PICC lines, EKG, Central Lines, Wound Care, Vital Signs, Epic Systems, Nursing Care, Emergency Room, Nursing Documentation, Cardiac Care, Acute Care, Emergency Nursing
Education
IUPUC 2014 — 2015
BSN, Registered Nursing/Registered Nurse
Harrison College-Indianapolis 2010 — 2012
Associate's degree, Registered Nursing/Registered Nurse
Ivy Tech Community College 2008 — 2010
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
Clinical Rotations 2010 — 2012
Medical/Surgical
Community East Hospital 2010 — 2012
Community South Hospital 2010 — 2012
St. Vincent’s Hospital 2010 — 2012
Vertical Screen July 2013 - Present
Pinnacle Group, BRS Inc. November 2011 - July 2013
Wells Fargo Bank, NA August 2010 - October 2011
Wells Fargo Financial June 2008 - July 2010
Skills
Results Oriented, Reliable, Efficent, Detail oriented, Positive Team Player, Unwavering Work Ethic, Exceptionally Organized, Work Ethic, Goal Oriented, CRM, Sales, New Business Development, Recruiting, Leadership, Human Resources, Interviews, Employee Relations, Employee Training, Customer Retention, Onboarding, Customer Satisfaction, Program Management, Cold Calling, Training, Performance Management, Applicant Tracking...
Education
Eastern University 2004 — 2008
BS, Business Management, Communications
Christopher Dock
Bremer Bank November 2014 - Present
TCF Bank April 2012 - July 2014
Wells Fargo Bank NA January 2009 - November 2011
Wells Fargo Bank NA January 2006 - October 2009
Wells Fargo Bank January 2004 - January 2006
Wells Fargo Brokerage Services, LLC January 1998 - January 2004
Norwest Bank January 1987 - January 1998
Skills
Banking, Risk Management, Commercial Banking, Loans, Credit, Credit Analysis, Negotiation, Coaching, Process Improvement, Cross-functional Team..., Customer Service, Finance, Business Development, Mentoring, Cross Selling, Deal Structuring, Strategic Planning, Portfolio Management, Financial Analysis
Education
University of Wisconsin-Madison 1984 — 1986
MBA, Marketing, Finance
Hope College 1979 — 1983
BA, History
Creditsafe USA December 2014 - Present
Endeavor Church November 2009 - Present
Closet Raiders January 2001 - Present
CareNet of the Lehigh Valley December 2013 - December 2014
Olympus Imaging America, Inc May 2006 - July 2012
Mu Alpha Omega, LLC January 2005 - November 2010
Wells Fargo Bank, NA August 1999 - October 2002
PNC Bank June 1996 - October 1999
Galt House Hotels June 1993 - May 1996
Skills
E-commerce, Social Media, Online Advertising, Public Speaking, Coaching, Public Relations, SEO, Sales, Customer Service, Pastoral Theology, Selling, Account Management, Social Networking, Product Development, Community Outreach, Marketing Communications, Product Marketing, Social Media Marketing, Sales Management, Management, New Business Development, Program Management, Online Marketing, Email Marketing, Leadership, Entrepreneurship, Blogging, Start-ups, Marketing, Team Building, Marketing Strategy, Small Business, Strategy, Product Launch, Fundraising, Advertising, Lead Generation, Strategic Partnerships, Competitive Analysis, Strategic Planning, B2B, Marketing Management, Trade Shows, Leadership Development, Sales Operations, Direct Sales, Product Management, Team Leadership, Business Development, Sales Process
Education
Mid-America Christian University 2011 — 2015
Christian Ministries
Penn State University 2001 — 2003
Business Communication
Elizabeth City State University
Alliance Direct Lending 2010 - Present
CERTIFIED FEDERAL CREDIT UNION January 2008 - December 2008
WELLS FARGO BANK N.A January 2005 - December 2008
CAPITAL WERKS LLC January 2002 - January 2004
Skills
Customer Service, New Business Development, Account Management, Sales Management, Sales, Negotiation, Marketing Strategy, Automotive, Sales Process, CRM
Education
Fullerton College
Wells Fargo Bank, NA November 2011 - Present
Wells Fargo Bank, NA September 2003 - November 2011
Project Consulting Group 1999 - 2002
Bankers Sustems 1992 - 1997
NSP (Excel Engery) 1977 - 1991
Education
Macalester College 1969 — 1973
BA, Anthropology and Geography
Wells Fargo Bank, NA August 2011 - Present
Wells Fargo Bank, NA August 2011 - Present
Education
Globe University-Minneapolis 2011 — 2012
Master in Business Administration, Finance, General
Enchico
Wells Fargo November 2014 - Present
Wells Fargo February 2013 - November 2014
Wells Fargo September 2012 - February 2013
Wells Fargo September 2011 - September 2012
Wells Fargo January 2011 - September 2011
Wells Fargo May 2009 - January 2011
Wells Fargo August 2008 - April 2009
Wells Fargo September 2007 - August 2008
Wells Fargo Bank N/A 2006 - 2007
Project Management Institute (PMI) 2001 - 2007
Skills
Product Management, Sales, Business Services, Vendor Management, Banking, Business Analysis, Risk Management, Financial Services, Program Management, Process Improvement, PMP, Project Management, Relationship Management, SDLC, Change Management, Strategic Planning, Portfolio Management, Visio, Project Portfolio..., Mergers, Integration, CRM, Leadership, Management, Strategy, Mergers & Acquisitions
Education
Regis University 2003 — 2005
MBA, Finance, Magna Cum Laude
Regis University 2001 — 2003
BS, Finance
Minneapolis Community and Technical College 1995 — 1997
Associate in Arts, Women's Studies
Harding Nursing Home 2008 — 2008
CNA, Certified Nurses Assistant
NEW BERLIN CENTRAL SCHOOL 1970 — 1982
Wells Fargo Bank, NA June 2015 - Present
Analytical Computer Solutions January 1989 - May 2015
American Express April 2013 - December 2014
American Express February 2012 - December 2012
Equity Methods December 2009 - December 2010
American Express 2002 - 2009
American Express 1999 - 2002
COMSYS 1997 - 1999
Analytical Computer Solutions 1989 - 1997
Computer Task Group 1987 - 1989
Skills
SAS, Data Analysis, SAS programming, Data Modeling, SQL, Data Management, Analytics, Analysis, Project Management, ETL, Visio, SDLC, Data Warehousing, Unix, Requirements Analysis, Business Intelligence, Program Management, Software Project..., Solution Architecture, Six Sigma, Databases, SAS Programming, Business Analysis, Consulting
Education
Purdue University Calumet
Computer Science
Voya Financial May 2015 - Present
Businessolver February 2014 - February 2015
ADP November 2012 - February 2014
Aviva plc December 2011 - November 2012
Aviva plc December 2010 - April 2012
Bankers Life and Casualty July 2008 - December 2010
Sears Holdings Corporation June 2005 - June 2008
Wells Fargo Bank NA December 2004 - June 2005
First American Bank June 1998 - December 2004
Skills
Visionary, Leadership Development, Strategic Planning, Financial Planning, Underwriting, Process Improvement, Call Center, Research, Problem Solving, Metrics, Profitability, Insurance, Annuities, Risk Management, Compliance, Financial Analysis, Claims, Analysis, Performance Management, Health Insurance, New Business Development, Banking, Vendor Management, Negotiation, Business Analysis, Business Process..., Mergers, Budgeting, Contract Negotiation, Product Development, Operations Management, Budgets, Strategy, Leadership, Cross-functional Team..., Call Centers, Sales, Project Management, Human Resources, Executive Management, Management, Customer Service, Team Building, Change Management, Consulting, Training, Employee Benefits, Team Leadership, Account Management, Marketing
Education
Iowa State University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration, 3.8
Grand View College 2000 — 2012
Business Administration, Finance, Management
Johnston 1996 — 2000
Diploma
The Training Associates January 2011 - Present
Morgan Stanley Smith Barney, LLC January 2011 - Present
Wells Fargo Bank, NA August 2010 - January 2011
PNC Bank February 2010 - September 2010
Capital One Bank, NA June 2009 - March 2010
Supreme Mortgage Group, LLC September 2006 - June 2009
Wells Fargo Bank, NA July 2003 - August 2006
State Farm Insurance Companies May 1995 - June 2003
Skills
Coaching, Training, Employee Training, Leadership, Recruiting, Organizational..., Negotiation, Performance Management, Leadership Development, Personal Development, Training Delivery, Program Management, CRM, Instructional Design, Software Documentation, Call Centers, E-Learning, Time Management, Sales
Education
University of Texas
Bachelor, Political and Social Sciences
Odessa College
Associates Degree of Arts
World Evangelism Program December 2010 - Present
Wells Fargo Bank, NA April 2007 - May 2011
World Financial Group (WFG) May 2003 - April 2007
Skills
Photoshop, Editing, Video Production, Final Cut Pro, Video Editing, writer news paper...
Education
Inver Hills Community College
University of St. Thomas
Wells Fargo Bank, NA August 2008 - Present
Wells Fargo Home Mortgage August 2007 - August 2008
Mattia and Abey Inc, Tucson, AZ June 2006 - July 2007
Skills
Six Sigma Green Belt, Financial Analysis, Risk Management, Loss Mitigation, Operations Management, Valuation, Loans, Six Sigma, Capital Budgeting, Quality Control, Consumer Lending, Mortgage Underwriting, Loan Origination, Banking, Portfolio Management, Financial Risk, Credit, Customer Service, Mortgage Lending, Finance, Financial Services, Leadership, Loan Servicing, Mortgage Banking, Underwriting
Education
Strayer University 2008 — 2010
MBA
University of Arizona 2005 — 2007
BS
Pima Community College 2002 — 2005
Associate's degree
Kemper July 2015 - Present
East Coast Institute for Research May 2012 - July 2015
Internal Revenue Service January 2011 - April 2011
People Quest Staffing @ Merrill Lynch August 2010 - January 2011
Wells Fargo Bank N.A January 2002 - May 2010
Watchtower June 1997 - July 2001
Skills
Invoicing, Accounting, Finance, Customer Service, Financial Analysis, Internal Audit, Accounts Receivable, Human Resources, Financial Reporting, Variance Analysis, Financial Forecasting, Financial Statements, Healthcare, Teamwork, Account Reconciliation, Cash Flow, Microsoft Excel, Financial Planning, Cash Management, Purchasing, Strategic Financial..., General Ledger, Financial Modeling, Analysis, Budgets, Management, Public Speaking, PowerPoint, Pharmaceutical Industry, Accounts Payable, Leadership, Team Building, Clinical Trials, Microsoft Word, Data Analysis, Microsoft Office, Strategic Planning, Process Improvement, Training
Education
Florida State College at Jacksonville 2011 — 2015
Associate of Arts (A.A.), 3.90
Florida State College at Jacksonville 2008 — 2014
Associate of Science (A.S.), Accounting Technology, 3.92
The Hospitals of Providence - Sierra and Memorial Campuses February 2002 - Present
Texas Society for Medical Staff Services - Sun City Chapter of El Paso January 2014 - March 2015
The Littleton Group 2001 - 2001
Wells Fargo Bank, NA 1999 - 2001
Salomon Smith Barney 1998 - 1999
Skills
Credentialing, HIPAA, Physician Relations, Hospitals, Healthcare Management, JCAHO, Practice Management, Accreditation, Healthcare, Physicians, Healthcare Consulting, Medical Staff..., Performance Improvement, Network Development, Health Information..., Healthcare Industry, Provider Relations, Medical Terminology, Clinical Research, Customer Service, Team Building, Healthcare Information..., Strategic Planning, Leadership
Education
The University of Texas at El Paso 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
El Paso Community College 2000 — 2005
Associate of Arts (A.A.), Accounting and Business/Management
Dollar General Distribution Center June 2013 - Present
The Sheraton Hotel February 2012 - Present
The Home Depot February 2008 - Present
Wells Fargo Bank N.A November 2012 - February 2013
Education
Miles College 2007 — 2012
Bachelor of Science (B.S.), Accounting and Business Administration
Wells Fargo Bank NA January 2001 - Present
Pfizer October 1992 - November 1993
US Navy July 1988 - July 1992
Skills
Banking, Payments, ACH, Policy, Electronic Payments, Team Building, Payment Systems, Microsoft Office, Financial Services, Call Centers, Business Analysis
Education
North Hennepin Community College 1995 — 1996
web developer
Zurich North America June 2014 - Present
The Salvation Army August 2010 - Present
Wells Fargo Bank NA October 2010 - June 2014
PNC Financial Services Group November 2005 - October 2010
Skills
Risk Management, Customer Service, Real Estate, Lines Of Credit, Underwriting, Credit, Commercial Banking, Loans, Investments, Cash Management, Business Analysis, Relationship Management, Finance, Budgets, Credit Analysis, Treasury Management, Financial Services, Insurance, Commercial Lending, Financial Analysis, Portfolio Management, Small Business Lending, Mortgage Lending, Retail Banking, Consumer Lending
Education
Indiana University—Purdue University Fort Wayne 2009 — 2010
MBA
Purdue University 1994 — 2002
B.S., Management
AXS Group, Inc October 2010 - Present
AECOM June 2009 - October 2011
QB Global Consulting November 2007 - November 2010
JP Morgan Chase March 2005 - November 2007
Wells Fargo Bank, NA January 2002 - March 2005
Skills
Military, DoD, Risk Management, Government, Operations Management, Program Management, Team Building, Business Development, Strategic Planning, Team Leadership, Recruiting, Process Improvement, Proposal Writing, Strategic Leadership, Security Clearance, International Relations, International Sales, International Project..., International..., Leadership, Management, Mergers & Acquisitions, Organizational..., Finance, Training, Security, Energy, Forecasting, Change Management, Business Strategy, Contract Negotiation, Business Planning, Project Management, Portfolio Management, Leadership Development, Executive Management, Sales, Logistics, Strategy, Mergers, Management Consulting
Education
Ferris State University
Henry Ford Community College
Schoolcraft College
v Fordson High School
Luxottica September 2009 - Present
Wells Fargo Bank NA July 2009 - July 2010
Lifetouch Portrait Studios June 2004 - July 2009
Skills
Retail, Recruiting, Customer Satisfaction, Leadership, Team Leadership, Sales, Coaching, Hiring, Inventory Management, Loss Prevention, Merchandising, Team Building, Training
Education
Missouri Western State University 2001 — 2004
Legal Writing and Research
ThyssenKrupp North America May 2013 - Present
Sears Holdings Corporation September 2009 - May 2013
American Tax Reporting December 2008 - September 2009
Wells Fargo Bank, NA May 2008 - August 2008
Wells Fargo Home Mortgage July 2006 - May 2008
AmeriHerb, Inc. January 2005 - August 2006
Skills
Property Tax, Excellent Communicator, Microsoft Excel, Access, Outlook, Analytical/Research..., Interpersonal Abilities, Leadership/Management..., Goal-driven, Planning/Organizing, Problem-Solving/Reasonin..., Teamworker, Honesty/Integrity/Morali..., Adaptability/Flexibility, Responsibility/Dependabi..., Positive..., Self-Confidence, Willingness to Learn, Goal Oriented, Auditing, Analysis, Tax, Budgets, General Ledger, Invoicing, Tax Research, Due Diligence, Accounting, Microsoft Word, Forecasting, PeopleSoft, Account Reconciliation, Software Documentation, Financial Statements, Internal Audit, Finance, Teamwork, Leadership, Customer Service, Financial Analysis, Tax Accounting, Accounts Receivable, Self-confidence
Education
Iowa State University - College of Business 2001 — 2006
Business, Finance
Wells Fargo Bank, NA June 2011 - June 2012
Wells Fargo Home Mortgage August 2010 - June 2011
Navy Federal Credit Union August 2007 - June 2009
Option One Mortgage October 2001 - July 2004
Navy Federal Credit Union October 1999 - October 2001
Navy Federal Credit Union October 1997 - October 2001
Skills
Refinance, Loan Origination, Mortgage Lending, FHA, Mortgage Banking, Rural Development, VA Loans, New Home Construction, Sales, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Support, Client Liaison, Business Process..., Process Improvement, Team Motivation, Teamwork, Onboarding
Education
Kaplan University 2014 — 2016
Bachelor's Degree, Business Administration, Management and Operations, Current GPA of 3.85
Herndon High School 1988 — 1992
High School
Market Development Divisional Sales Leaders in Albany NY 2015 - Present
Dignified Insurance Solutions July 2013 - Present
Dignified Insurance Solutions May 2012 - Present
Well Fargo Home Mortgage February 2014 - May 2014
Wells Fargo Bank, NA December 2001 - April 2012
Skills
Leadership, Business Development, Sales, Mortgage Lending, Team Building, Management, New Business Development, Small Business, Reverse Mortgages, Training, Finance, Mortgage Banking, Accountability, Communication, Financial Services, Life Insurance, Account Management, Residential Mortgages, Recruiting, Insurance, Sales Management, Financial Planning, B2B, Territory Development, Customer Oriented, Communication and..., Strategic Financial..., B2B Sales, Consultative Sales..., Lead Generation, Brand Development, Strategic Partnerships, Account Sales Strategies, Client Presentation, Sales Motivation, Senior Final Expense..., Leadership and Team..., Direct Sales, Social Networking, Mature Market, Talent Acquisition, Solution Selling, Sales Coaching, Client Aquisition, Strong Customer Focus, Final Expense Planning, Practice Management, Organizational..., Strategic Leadership, Disability Insurance
Education
Mercy College 1985 — 1989
BS, Finance, Management
Westlake High School 1981 — 1984
Bachelor's degree, Business/Finance
Wells Fargo Private Bank January 2012 - Present
Wells Fargo Bank NA September 2009 - Present
Verizon wireless April 2005 - September 2009
Skills
Sales, Cross Selling, Credit Analysis, Mortgage Banking, Loans, Mortgage Lending, Commercial Banking, Credit, Banking, Retail Banking, Loan Origination, Lines Of Credit, Small Business Lending
Education
University of Phoenix 2007 — 2009
MBA, Marketing/Management
Florida Atlantic University 2003 — 2007
BS, Marketing/Management
Pearson VUE October 2013 - Present
Lender Processing Services November 2005 - August 2013
Wells Fargo Bank, NA June 2004 - November 2005
Applebee's Neighborhood Bar & Grill August 2002 - August 2003
Blockbuster Video April 2002 - August 2003
Skills
Training, Leadership, Time Management, Management, Banking, Finance, Loans, Sales, Customer Service, Data Entry, Accounting, Program Management, Retail, Foreclosures, Outsourcing, Access, Business Analysis, Auditing, Analysis, Call Centers, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office 2010, Proficient Typing Skills, Employee Training, 10 Key, Scanners, Software Documentation, Human Resources, Payroll
Education
strayer university 2013 — 2017
Bachelor of Business Administration (BBA), business information systems
Minnesota School of Business 2009 — 2011
Business
Wells Fargo June 2014 - Present
Wells Fargo Bank, NA February 2013 - June 2014
Robert Half Management Resources April 2012 - November 2012
Robert Half Management Resources January 2011 - March 2012
Columbia Management Investment Service March 2009 - October 2010
RiverSource Fund Distributors, Inc March 2007 - March 2009
Ameriprise Financial, Inc January 2001 - January 2007
Ameriprise Financial, Inc January 1998 - January 2001
Ameriprise Financial, Inc January 1996 - January 1998
Mutual Funds January 1994 - January 1996
Skills
Process Improvement, Change Management, Visio, Project Management, Leadership, Strategy, Forecasting, Product Management, Analysis, Business Process, Budgets, Talent Management, Access, Contract Management, Management
Education
Bethel College and Seminary 1990 — 1992
Master of Arts, Education
Northwestern College 1983 — 1988
Bachelor of Arts, Social Science; Psychology emphasis, Music
Nationstar Mortgage September 2015 - Present
loanDepot August 2013 - September 2015
Smith Monitoring June 2012 - August 2013
Wells Fargo Home Mortgage June 2011 - June 2012
Wells Fargo Bank NA February 2010 - June 2011
Skills
New Business Development, Forecasting, Negotiation, Networking, Presentations, Workflow Prioritization, Marketing, Customer Relationship..., Credit, FHA, Mortgage Banking, Non-Conforming, Loan Origination, Refinance, VA loans, FHA financing, Home Equity, Loans, Residential Mortgages, Value Selling, Mortgage Lending, Domestic Travel
Education
The University of Texas at Dallas 2004 — 2007
BA, Business Administration
Louisiana State University 2001 — 2003
BA, Business Adminstration
St. Aug 1998 — 2001
ILM Capital LLC March 2014 - Present
Chain Bridge Capital, LLC 2010 - Present
Mortgage Bankers Association of Metropoitan Washington January 2011 - December 2012
Grandbridge Real Estate Capital 2005 - 2009
BB&T 2005 - 2009
Bridger Commercial Funding 2000 - 2005
WELLS FARGO BANK, NA 1998 - 2000
AMRESCO CAPITAL L.P 1997 - 1998
MetLife 1990 - 1997
Metropolitan Life Insurance Company 1990 - 1997
Skills
Real Estate, Credit, Capital Markets, Negotiation, Equities, Banking, Restructuring, Real Estate Finance, Due Diligence, Real Estate Investment, Valuation, Brokerage, Debt, Investment Properties, CMBS, Dispositions, Team Building, Property Management, Risk Management, Real Estate Transactions, Leases, Mortgage Lending, Loans, Underwriting, Real Estate Economics, Real Estate Financing, Commercial Real Estate, Portfolio Management, Real Estate Development, Disposition, Financial Analysis, Loan Origination, Funding, Structured Finance, Commercial Mortgages, Asset Management, Investors, Commercial Lending, Investments
Education
University of Tulsa 1977 — 1982
Bachelor of Science, Business Administration; Marketing
Oklahoma State University 1976 — 1977
Business
Nathan Hale High
USBank July 2010 - Present
Securian Financial Group September 2009 - October 2010
Consultant April 2009 - September 2009
Wells Fargo Bank, NA February 2000 - March 2009
USBank 1986 - 1997
Skills
Middle Market, Banking, Financial Analysis, Loans, Commercial Lending, Commercial Banking, Strategic Financial..., Accounting, Small Business Lending, Treasury Management, Cash Management, Due Diligence, Credit, Credit Analysis, Credit Risk, Finance, Portfolio Management, Mortgage Lending, Consumer Lending, Underwriting, Loan Origination, Financial Planning
Education
Iowa State University
Bachelor of Science, Economics
Wells Fargo Bank, NA 2002 - Present
Bank One 2000 - 2002
Lancaster Pollard & Co. 1998 - 2000
Bank One 1993 - 1998
Skills
Real Estate, Financial Analysis, Loans, Banking, Commercial Lending, Management, Credit Analysis, Portfolio Management, Credit
Education
Miami University 1988 — 1992
BS, Accounting and Finance
Korn Ferry, August 2015 - August 2015
Best Buy March 2015 - May 2015
Ceridian October 2014 - November 2014
Best Buy June 2014 - September 2014
Hosanna, LLC July 2010 - September 2014
Medtronic, Inc., Minneapolis, MN April 2014 - May 2014
Best Buy December 2013 - February 2014
Thomson Reuters Westlaw February 2013 - November 2013
U.S. Bank October 2012 - November 2012
Wells Fargo Bank, NA September 2011 - September 2012
Skills
Contract Management, Personal Injury, Negotiation, Microsoft Excel, Workers Compensation, Legal Writing, Litigation, Courts, Real Estate, Bankruptcy, Westlaw, Software Documentation, Document Review, Insurance, Microsoft Office, Access, Due Diligence, Microsoft Word, Contract Negotiation, Legal Documents, Risk Management, Training, Management, Legal Research, Litigation Support, Customer Service, Interviews, Program Management, Outlook, Research, Project Management, Editing, Team Building
Education
Minnesota School of Business
AAS, Legal Assistant/Paralegal
San Diego Eaton College
Associate's degree, Medical/Clinical Assistant
Strauss Paper Company September 2013 - March 2015
David Lerner Associates, inc. March 2012 - August 2013
Wells Fargo Bank NA 2011 - 2012
JPMorgan Chase 2009 - 2010
New England Financial 2009 - 2009
Westrock Advisors Inc March 2006 - March 2008
Skills
Investments, Portfolio Management, Mutual Funds, Retirement Planning, Financial Services, Banking, Insurance, Finance, Life Insurance, Analysis, Asset Allocation, Financial Advisory, Series 7, Relationship Management, Series 63
Education
Fordham University
Bachelor of Arts (BA), Economics
Westchester Community College
Associate of Science (A.S.), Economics
Wells Fargo Bank, NA November 2010 - Present
Vonya Global LLC June 2008 - November 2010
Control Solutions International December 2005 - June 2008
Meijer March 2003 - December 2005
Skills
Risk Assessment, Risk Management, ITIL, Governance, IT Audit, Compliance, Internal Audit, Sarbanes-Oxley, Internal Controls, Auditing, Fraud, Process Improvement, Security, Business Process, IT Management, Information Security, Information Technology, Sarbanes-Oxley Act
Education
Ferris State University
Bachelor of Science in Business, Computer Information Technology
FairWinds Partners LLC January 2015 - Present
FairWinds Partners LLC June 2012 - December 2014
Comfort for America's Uniformed Services (Cause) January 2014 - May 2014
Wells Fargo Bank, NA June 2011 - July 2012
Wachovia Bank NA, A Wells Fargo Company November 2007 - June 2011
Federal Reserve Bank of New York August 2005 - 2007
MANHATTAN DISTRICT ATTORNEY’S OFFICE August 2003 - July 2005
Education
Georgetown University 2011 — 2014
Master's Degree
Vassar College 1999 — 2003
Bachelor of Arts (B.A.) Major: English
General Assembly 2015 — 2015
Visual Design
Wells Fargo Bank NA September 2010 - Present
SunTrust Bank February 2004 - September 2010
Skills
Commercial Banking, Credit Analysis, Banking, Commercial Lending, Small Business Lending, CRM, Commercial Mortgages, Consumer Lending, Credit, Cross Selling, Finance, Financial Analysis, Lines Of Credit, Loans, Management, Portfolio Management, Retail Banking, SBA, Sales
Education
Nova Southeastern University 2008 — 2010
MBA, Business Administration, Management and Operations
Florida International University - College of Business 2002 — 2006
BA, International Business & Finance
Wells Fargo Bank NA July 2010 - Present
Skills
Customer Service, Sales, Business Strategy, Retail Banking
Education
James H Faulkner State Community College
Wells Fargo Bank NA March 2011 - Present
U.S. Bank February 2009 - March 2011
Skills
•Extensive success in..., •Proficient in..., •Extensive experience..., •Supported FMEAs..., •Performed gap..., •Proficiency in..., •Extensively used MS..., •Expert in claims..., •Experience in..., •Lead the impact..., •Knowledge on Prime..., •processing (OLTP) and..., •Solid understanding...
Education
st mary's university Minnesota 2012 — 2013
Master of Arts, Project Management, 4.00
St. Cloud State University 2009 — 2011
Bachelor of Arts (BA), Finance, General, 3.23
North Hennepin Community College 2007 — 2009
Associate of Arts (A.A.), Accounting and Finance, 3.4
Wells Fargo Bank NA March 2015 - Present
Wells Fargo Bank NA March 2011 - February 2015
The MENTOR Network January 1994 - November 2013
US Bank June 2000 - March 2011
American Express Financial Advisors August 1999 - May 2000
Skills
Corporate Trust, Finance, Securities, Portfolio Management, Investments, Asset Management, Bonds, Financial Analysis, Financial Reporting, Cash Management, Bloomberg, Treasury Management, Relationship Management, Customer Service, Banking, Management, Financial Services
Education
Metropolitan State University
Bachelor of Science, Finance
University of Wisconsin-Stout
Business Administration and Management, General, Coaching (equipment, facilities and safety)
Wells Fargo Bank N.A March 2012 - Present
Opus Capital Markets Consultants LLC May 2011 - March 2012
Forsythe Appraisals July 2010 - May 2011
Forsythe Appraisals, LLC January 2009 - June 2010
Forsythe Appraisals, LLC May 2004 - December 2008
Forsythe Appraisals, LLC September 1999 - April 2004
Forsythe Appraisals, Inc November 1995 - August 1999
Skills
Single Family Homes, Real Estate Transactions, Investment Properties, Appraisals, Real Estate, Short Sales, Valuation, Condos, REO, Appraisers, Residential Homes, Foreclosures, Analysis, Relocation, Property, Loans, FHA, Investors, Buyer Representation, Selling, Mortgage Lending, Loss Mitigation
Education
Oakton Community College 1995 — 1995
Real Estate Appraisal
Glenbrook
Wells Fargo Bank, NA October 2011 - Present
Wells Fargo Bank, NA September 2009 - October 2011
Wachovia May 2003 - August 2009
USI May 2001 - May 2003
Little Diversified Architectural Consulting May 1998 - May 2001
Silver Petrucelli and Assoc. May 1995 - May 1998
Skills
Construction, Vendor Management, Negotiation, Corporate Real Estate, Portfolio Management, Real Estate, Facilities Management, Commercial Real Estate, Property Management, Banking, Leases, Property, Real Estate Transactions, Project Management, Asset Management, Budgets, Management, Contract Negotiation, Contract Management, Risk Management, Strategic Planning, Real Estate Development, Leadership
Education
New York Institute of Technology 1990 — 1995
BA Arch - MA Science, Architecture and Energy Managment
Pentagon Federal Credit Union April 2014 - Present
CDI Corporation October 2013 - Present
CA Technologies April 2010 - May 2013
Wells Fargo Bank NA May 2007 - January 2010
Grand Canyon Consulting. LLC October 2007 - April 2008
CA Technologies March 2001 - September 2006
CA Inc. (Computer Associates) January 1998 - February 2001
Computer Associates Inc. January 1996 - December 1997
PHILIP MORRIS / GENERAL FOODS January 1982 - January 1996
Skills
Data Center, Operating Systems, Mainframe, Performance Tuning, Linux, Pre-sales, z/VM, VM, Testing, Storage Management, Hardware, Technical Support, Management, System Deployment, zSeries, Software Installation, Enterprise Software, Information Technology, MVS, z/OS, VSE, IBM Mainframe, ISPF, TSO, JCL, A+ Trained, Network+ Trained, Linux on System Z, Program Management, Virtualization, REXX, Unix, ITIL, Storage, Enterprise Architecture, IT Service Management, IT Operations, DB2
Education
Computer Skills Institute 2013 — 2013
CompTIA Network+ Certification, IT Certification
Chandler-Gilbert Community College 2012 — 2012
non-degree, Information Technology, 4.0 GPS
Roosevelt University 1994 — 2014
Consideration for a Bachelors Degree, Computer Science
Moraine Valley Community College 1976 — 1979
Associates Degree, Computer Science
Phoenix Bookkeeping Service September 2015 - Present
ConsultNet May 2013 - Present
Randstad USA May 2013 - August 2013
Robert Half International January 2013 - April 2013
Wells Fargo Bank NA August 2010 - September 2011
Holiday Inn and Days Inn March 2007 - May 2010
Skills
Accounts Payable, Accounts Receivable, Administrative..., Account Reconciliation, Auditing, General Ledger, Financial Analysis, Accounting, Legal Documents, Legal Compliance, QuickBooks, SAP, Oracle, Recruiting, Time Management, Customer Service, Management, Payroll, Talent Acquisition
Education
Pima Medical Institute-Denver 1992 — 1993
Certification, Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Brown & Altman, LLP March 2014 - Present
Citi May 2012 - February 2014
wells fargo bank, na March 2010 - May 2012
Wells Fargo March 2008 - March 2010
Madison national bank November 2006 - March 2008
Cullen and Dykman LLP February 2002 - November 2006
Skills
CRM, Banking
Education
Long Island Business Institute
The Hair Braiding Shop March 2015 - Present
Wells Fargo Bank NA October 2014 - March 2015
MERSCORP Holdings, Inc. August 2011 - April 2014
Roanoke College Upward Bound May 2008 - May 2011
Roanoke College January 2007 - October 2009
Roanoke College January 2007 - January 2008
Skills
Bilingual, French, International Relations, Public Speaking, Microsoft Office, Research, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Data Analysis, Non-profits, Community Outreach, Outlook, Teaching, Social Media, Data Entry, Leadership, Virtual Merchant Credit..., Nonprofits
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA) - Finance, Finance and Financial Management Services
Roanoke College 2006 — 2010
BA, French and International Relations
Université Pierre-Mendès, Grenoble, France 2009 — 2009
French and International Relations, International Relations and Affairs
Wells Fargo January 2003 - Present
Wachovia, A Wells Fargo Company 2002 - Present
Wells Fargo Bank NA November 2009 - November 2011
Wachovia Bank NA January 2003 - November 2009
Skills
Credit, Loans, Sales, Commercial Banking, Commercial Lending, Small Business Lending, Banking, Credit Analysis, Loan Origination, Retail Banking, Relationship Management, Lines Of Credit, Cross Selling, Series 7, Treasury Management, Credit Risk, Commercial Mortgages, Series 63, Asset Based Lending, Finance, SBA, Branch Management
Education
Fairleigh Dickinson University
bs, economics
New York University September 2014 - May 2015
Wells Fargo Bank NA August 2011 - August 2013
Foreign Currency Exchange Corp. / Bank of Ireland August 2010 - August 2011
Foreign Currency Exchange Corp. / Bank of Ireland April 2010 - August 2010
Foreign Currency Exchange Corp. / Bank of Ireland April 2009 - April 2010
Foreign Currency Exchange Corp. / Bank of Ireland June 2008 - April 2009
Skills
Process Improvement, Banking, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Data Analysis, PowerPoint, Risk Management, Sales, Management, Access, Project Management, Outlook, Latin American Business, Emerging Markets, Research, International Trade, Problem Solving, Foreign Languages, Corporate Finance, Free Trade Agreements, Leadership, Microsoft Word
Education
New York University 2013 — 2015
Master of Science (MS), Global Affairs
University of Central Florida - College of Business Administration 2006 — 2009
Economics B.S.B.A., International Economics
Darioush Winery January 2014 - Present
Equitex October 2012 - December 2013
Whole Foods Market October 2011 - September 2012
Whole Foods Market October 2010 - October 2011
Wells Fargo Bank NA May 2006 - June 2009
Citi February 2004 - May 2006
Skills
Customer Service..., Customer Service..., Experienced Trainer, Human Resources, Administrative Work, Clerical Skills, Phone Etiquette, Email, Compliance, Bank Reconciliation, Retail Banking, Organization, Coaching Staff, Positive Can-do Attitude, Some Spanish, Type 88 wpm, 10-key 13,457 keystrokes, Multitasking Skills, Privacy Law, Professional...
Education
Napa Valley College 2001 — 2003
Mathematics
Napa High School 1996 — 2001
Diploma, General
ServisFirst Bank April 2015 - Present
Wells Fargo Bank, NA July 2012 - Present
Canterbury Child Development Center May 2009 - Present
Wells Fargo Home Mortgage July 2012 - April 2015
Insight Card Services, LLC July 2011 - July 2012
Insight Card Services, LLC December 2010 - July 2011
Lane Bryant Outlet March 2008 - May 2008
Church Extension August 2007 - January 2008
LandAmerica Credit Services July 2004 - August 2005
Skills
Mortgage Lending, Loans, Credit, Banking, Mortgage Banking, Loan Origination, Credit Analysis, FHA, Residential Mortgages, Consumer Lending, Credit Risk, Loan Servicing, Customer Service, Financial Services, Retail Banking, Call Centers
Education
Miles College 2005 — 2009
Bachelors of Arts, Political Science
Miles College 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo January 2015 - Present
Wells Fargo Advisors, LLC October 2013 - Present
Wells Fargo Bank N.A June 2012 - October 2013
U.S. Bank August 2011 - April 2012
Skills
Small Business Lending, Loans, Financial Analysis, Commercial Lending, Commercial Banking, Consumer Lending, Banking, Credit, Mutual Funds, Finance, Investments, Retirement Planning, Credit Analysis, Term Life Insurance, Whole Life Insurance, Variable Annuities, Variable Life Insurance, Unit Investment Trusts, Mortgage Lending, Leadership, Public Speaking, IPO, Retail Banking, Portfolio Management, Loan Origination, Relationship Management, Lines Of Credit
Education
Grand Canyon University 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Buea - Cameroon 2007 — 2010
Bachelor of Science (B.Sc.), Banking and Finance
First Citizens Bank & Trust of South Carolina April 2012 - Present
Wells Fargo Bank N.A 2009 - May 2012
Small Business Consulting January 2008 - August 2008
Valdosta Med Bank 2005 - December 2007
Skills
Credit, Credit Analysis, Banking, Loans, Retail Banking, Underwriting, Financial Analysis, Insurance, Commercial Banking, Risk Management, Mortgage Lending, Portfolio Management, Series 63, Customer Service, New Business Development, Sales, Strategic Planning, Wealth Management, Sales Management, Series 6, Project Management, Fixed Annuities, Variable Annuities, Commercial Lending, Cash Management, Business Development, Leadership, Relationship Management, Strategy, Start-ups, Financial Services, Mortgage Banking, Investments, Strategic Financial..., Treasury Management, Credit Risk, Cross-functional Team..., Financial Risk
Education
Georgia Southern University 1999 — 2003
BBA in Business Admin and Marketing
Valdosta State University 2005 — 2007
MBA, Masters in Business Administration
Independent June 2013 - Present
MassMutual Financial Group December 2011 - June 2013
BNI 2011 - 2012
Chase Bank NA October 2010 - December 2011
Wells Fargo Bank NA March 2005 - September 2010
Skills
Series 63, Series 6, Notary, Retirement, Disability Insurance, Long Term Care Insurance, Insurance, Financial Services, Finance, Access, Financial Goals, Retirement Planning, Mutual Funds, Fixed Annuities, Wealth Management
Education
Howard University
cGMP Validation LLC January 2013 - February 2014
Mail Systems Management Consultants May 2012 - September 2012
Wells Fargo Bank, NA October 2002 - August 2011
Precise Systems March 2002 - September 2002
Hecht's Department Stores August 1994 - January 2001
Skills
Customer Service, Budgeting, Operations Management, PowerPoint, Word, Team Building, Supervisory Skills, Business Analysis, Logistics, Budgets, Event Planning, Performance Management, Personal Development, Public Speaking, Business Process..., Customer Insight, Budget Setting, Goal Oriented, Inventory Management, Shortage Control, Management Consulting, Quality Control, Move Management, Employee Training, Strategic Planning, Training, Program Management, Government, Project Planning, Coaching, Customer Satisfaction, Management, Leadership, Process Improvement
Education
Penn State University
BS, Business Logistics
Montgomery College
Certificate, Tech leap
Wells Fargo Bank, NA May 2011 - Present
Operation Breakthrough, Inc. March 2010 - September 2010
North Carolina Central University January 2009 - February 2010
Beneficial Finance, Inc January 2001 - January 2009
Beneficial Financial Group 1995 - 2009
Beneficial Management Corporation August 1997 - September 2001
Beneficial Finance, Inc January 1997 - January 2001
Beneficial Finance, Inc January 1995 - January 1997
West Forsyth High School January 1994 - January 1995
Lancaster High School January 1991 - January 1994
Skills
Direct Sales, Account Management, Customer Relations, Customer Service, Event Planning, Team Building, Research, Strategic Planning, Loans, Credit, Customer Experience
Education
North Carolina Central University 2002 — 2004
MBA, Business Management
North Carolina Central University School of Business 2002 — 2004
Master, Business Administration
Hampton University 1987 — 1991
Bachelor of Arts, Mathematics
Hampton University 1987 — 1991
Bachelor of Arts, Mathematics
BAE Systems Applied Intelligence September 2015 - Present
East Coast Metal Distributors April 2015 - September 2015
AT&T March 2014 - April 2015
Wells Fargo Bank NA July 2011 - October 2012
The Limited May 2009 - October 2012
North Carolina Department of Environmental and Natural Resources May 2008 - August 2008
Skills
Retail, Customer Service, Microsoft Office, Inventory Management, PowerPoint, Microsoft Excel, Social Networking, Loss Prevention, POS, Microsoft Word, Customer Satisfaction, Data Entry, Teamwork, Windows, Data Analysis, Networking, Inventory Control, Training, Team Building, Leadership
Education
Strayer University-North Carolina 2013 — 2015
Software Engineering Management, Information Technology
North Carolina Agricultural and Technical State University 2005 — 2011
Bachelor of Science, Computer Science, Computer Science
Ocean Bank November 2011 - Present
Wells Fargo Bank NA March 2005 - December 2011
Wachovia Bank NA January 2003 - March 2005
Wachovia Bank January 2001 - December 2001
Skills
Exceptional knowledge..., Extensive communication..., Strong knowledge of..., Detail oriented,..., Able to learn and..., Outlook, Call Centers, Banking, Training, Program Management, Strategic Planning, English, Management, Coaching, Leadership, Recruiting, Microsoft Office, Human Resources, Leadership Development, Team Building, Adult Education, Sales, Spanish, Customer Service, Sales Management, Customer Satisfaction, Team Leadership, Performance Management, Business Analysis, Employee Relations, Employee Training, Time Management, Risk Management, Finance, Organizational..., Teamwork, Process Improvement, Analysis
Education
Miami Dade College 2010 — 2012
Associates in Arts, Business
American Senior High 1996 — 1997
High School Diploma
Florida Computer and Business
Advanced Home Care July 2015 - Present
Urban Ministries of Wake County June 2015 - Present
Urban Ministries of Wake County May 2015 - Present
NCSU Outdoor Adventures May 2015 - Present
Insight Sourcing Group July 2014 - July 2014
Insight Sourcing Group June 2012 - July 2014
Wells Fargo Bank NA June 2011 - August 2011
Alpha Tau Omega Fraternity November 2009 - November 2010
Skills
Financial Modeling, Data Analysis, Microsoft Excel, Valuation, Financial Analysis, PowerPoint, Microsoft Office, Management Consulting, Leadership, Economics, Strategic Planning, Corporate Finance, Bloomberg, Social Media, Business Strategy, Risk Management, Consulting, Business Process Design, Business Analysis, Portfolio Management, Procurement
Education
North Carolina State University 2014 — 2016
Master's Degree, Physiology, General
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
BSBA, BA Economics, Business and Economics
University of Economics in Prague 2011 — 2011
Finance and Economics
Weddington High School 2004 — 2008
IBM February 2013 - Present
Wells Fargo Bank NA June 2010 - January 2013
Skills
Performance Management, Interpersonal Savvy, Communication, Employee Engagement, Leadership, Recruiting, Human Resources, Employer Branding, Business Process, Onboarding, Employee Benefits, Business Intelligence, Leadership Development, Talent Acquisition
Education
Hastings College 2006 — 2010
Bachelor of Arts (BA), Business Administration and Communication Studies
Pacific Union Financial, LLC August 2014 - Present
Wells Fargo Bank, NA November 2007 - February 2014
Financial Freedom Senior Funding Corp 2006 - 2006
Stearns Lending 2005 - 2006
Sea Breeze Financial Services 2005 - 2005
CBSK Financial Group 2002 - 2005
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Refinance, Residential Homes, Residential Mortgages, Loan Origination, FHA financing, Reverse Mortgages, Construction Loans, Credit, Government Loans, Finance, VA loans
Education
Certificates and Courses
Irvine Valley College
Business Administration and Management, General
Orange Coast College
BUSINESS
C.H. Robinson May 2015 - Present
C.H. Robinson Worldwide, Inc. June 2012 - May 2015
Iowa City High School July 2012 - June 2014
DHL Global Forwarding – Air Express InternationalMoline September 2011 - June 2012
Volt Workforce Solutions December 2010 - September 2011
Wells Fargo Bank N.A October 2009 - December 2010
New York & Company August 2009 - December 2009
Hy-Vee, Inc November 2007 - June 2009
Hy-Vee, Inc August 2002 - November 2007
America Reads/America Counts August 2006 - March 2007
Skills
Customer Service, Microsoft Office, Troubleshooting, Leadership, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Invoicing, Operations Management, Data Entry, Fundraising, Coaching, Retail
Education
Iowa State University 2004 — 2009
Bachelor of Liberal Studies (BLS), Liberal Studies; Elementary Education
Davenport Central High School 2000 — 2004
Diploma, General Studies
Wells Fargo October 2012 - Present
JPMorgan Chase Bank August 2011 - September 2012
Wells Fargo Bank N.A May 2009 - August 2011
T-Mobile USA March 2007 - May 2009
Skills
Direct Sales, Sales Management, Banking, Customer Service, Operations Management, Business Management, Sales Skills Training, Team Leadership, Employee Training, Employee Development, Problem Solving, Team Building, Coaching, Customer Relations, Employee Relations, Financial Analysis, Financial Planning, Hiring, Leadership Development, Mentoring, Planning, Quality, Retail, Telecommunications, Teamwork, Business Travel, Small Business, Sales Operations, Sales Process, Retail Banking, Branch Banking, Private Banking, Cellular Communications, Strategic Leadership, Wireless, Corporate Communications, Inventory Management, Team Management, Management, Budgets, Financial Services, Sales, Leadership, Loans, Relationship Management, Customer Retention, Microsoft Office, Strategy, Marketing, Microsoft Excel
Education
Western Governors University 2012 — 2015
B.S. Sales and Sales Management, Business, Management, Marketing, and Related Support Services
Highline Community College 2004 — 2006
AAS, Criminal Justice
Decatur high school 2001 — 2004
Wells Fargo Bank, NA December 2011 - Present
Home Loan August 2006 - May 2011
Banco de Oro Unibank August 2006 - January 2011
Real Estate Department December 1994 - August 2006
Education
Manila Law College 1994 — 2001
LLB, Law
Far Eastern University 1989 — 1993
BSC, Management
BDO Center- Greenhills
Manila Law College
Graduate: Bachelor of Laws; Bachelor of Science, LLB; Commerce; Management
American Mortgage and Equity Consultants September 2014 - Present
Rubicon Mortgage Advisors May 2010 - Present
Rubicon Mortgage Advisors May 2010 - Present
Wells Fargo Home Mortgage June 2005 - September 2007
Wells Fargo Bank NA March 2003 - February 2005
TCF National Bank April 2001 - December 2001
Education
Minnesota State University, Mankato 1993 — 2000
Bachelor of Science, Finance and Business Administration
Minnesota State University, Mankato
Bachelor of Science Degree, Finance
Reverse Mortgage USA April 2012 - Present
American Advisors Group January 2014 - May 2014
Reverse Mortgage USA November 2012 - November 2013
Wells Fargo Bank, NA April 2006 - August 2011
Skills
Direct Sales, Product Marketing, Mortgage Banking, Mortgage Lending, Loan Origination
Education
NC State University 1966 — 1970
BA, History
North Carolina State University 1966 — 1970
BA, History
Bank of Oklahoma Financial NA April 2009 - Present
AMCORE Bank NA November 2004 - October 2008
Wells Fargo Bank NA November 1995 - October 2004
Skills
Loans, Analysis, Mortgage Lending, Banking, Leadership, Management, Human Resources, Finance, Recruiting, Sales, Investments
Education
Minnesota State University, Moorhead 1991 — 1993
Undergraduate Courses, Business
Harder Mechanical Contractors, Inc. March 2011 - Present
Local UA 469 2011 - 2014
Local UA 469 2011 - 2014
Advanced Time Management, LLC May 2010 - January 2013
Wells Fargo Bank NA December 2004 - May 2010
S & S communications June 2002 - October 2004
Toyota Lexus Dealership January 1998 - January 2000
Skills
Customer Service
Education
Gateway Community College
Pipefitting/Pipefitter and Sprinkler Fitter
Hartford Technical Institute
Computer Operations
Wells Fargo Bank NA August 2003 - Present
America West Airlines 1986 - 2003
Skills
Call Center Executive, Relationship Management, Banking, Call Center, Credit, Risk Management, Underwriting, Loans, Credit Analysis, Consumer Lending, Mortgage Lending, Operational Risk..., Financial Services, Credit Cards, Financial Risk, Credit Risk, Commercial Banking, Retail Banking, Portfolio Management, Call Centers, Financial Analysis, Small Business Lending, Cross Selling, Commercial Lending, Loan Origination, Investments
Education
Menlo College 1980 — 1983
BSBA, Business
Wells Fargo May 2012 - Present
Wells Fargo Bank N/A January 2008 - Present
Wells Fargo July 2007 - January 2008
SafeNet Consulting May 2007 - July 2007
Spiegelhoff's Super Food Market January 1998 - November 2006
Spiegelhoff's Super Food Market Inc January 1995 - January 1998
Spiegelhoff's Super Food Market Inc. November 1993 - January 1995
Milsco Manufacturing 1989 - 1993
Skills
Integration, Vendor Management, Program Management, PMP, Agile Methodologies, Project Management, SDLC, Process Improvement, Enterprise Software, Data Center, Software Development, Management, Visio, Testing, Troubleshooting, Disaster Recovery, Databases, Leadership, Business Analysis, Analysis, Networking, Requirements Gathering, Strategic Planning, Infrastructure, Business Process..., Project Planning, Project Portfolio..., Resource Management, Microsoft SQL Server, MS Project, Enterprise Architecture, SharePoint, Windows, Software Project..., IT Strategy, Unix, IT Service Management, Team Leadership, Team Building, Risk Management, Requirements Analysis, Software Documentation, Change Management, VMware, Information Technology, IT Management, Relationship Management
Education
University of Wisconsin-Madison 2007 — 2007
Working toward PMP certification
Milwaukee School of Engineering 1987 — 1996
BS, Electrical Engineering Technology - Computer Science
City of Costa Mesa April 2013 - Present
Hanley Investment Group - Real Estate Advisors January 2011 - Present
Faris Lee Investments July 2008 - January 2011
Wells Fargo Bank NA July 2006 - April 2008
Full Signal Group, Inc. January 2003 - January 2006
Deutsche Telekom AG / T-Mobile USA, Inc. 2001 - 2002
Sprint 1999 - 2001
Skills
Financial Modeling, CMBS, Cash Flow Forecasting, Valuation, Underwriting, Real Estate Economics, Management, Loans, Real Estate, Brokerage, Investments, Commercial Mortgages, Loan Origination, Property
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Wells Fargo Bank NA December 2000 - Present
MidAmerica Bank 1996 - 2000
Skills
Finance, First Time Home Buyers, FHA Financing
Education
Elmhurst College 1990 — 1993
Fremd
Classics 4 Kids May 2014 - Present
Mission Federal Credit Union December 2007 - October 2013
YMCA of San Francisco (2005-2007) February 2005 - December 2007
Gap Inc. Global Brands February 2004 - April 2005
Wells Fargo Bank, NA December 2000 - February 2004
Skills
Corporate Communications, Media Relations, Public Relations, Marketing Communications, Strategic Partnerships, Strategy, Internal Communications, Marketing, Leadership, Community Development, Business Development, Fundraising, Nonprofits, Strategic Planning, Management, Banking, Community Engagement
Education
Loyola University Chicago School of Law 1995 — 1996
LLM, Master of Law Degree
University of Wisconsin Law School 1991 — 1991
University of Wisconsin-Madison 1987 — 1991
BA in Journalism, magna cum laude
Wells Fargo Bank N.A March 2011 - Present
Wachovia Bank, A Wells Fargo Company January 2005 - Present
WELLS FARGO BANK N.A 2005 - Present
Education
New York Institute of Technology 1997 — 2001
bachelor, business
Principal Financial Group March 2008 - Present
Wells Fargo Bank, Na June 2003 - February 2008
Audit Bureau of Circulations September 2000 - April 2003
Skills
Project Planning, Customer-focused Service, Loans, Vendor Management Skills, Financial Analysis, Contract Management, Asset Management, Risk Management, Underwriting, Credit, Negotiation, Investments, Portfolio Management, Insurance
Education
Iowa State University 1996 — 2000
BS, Economics
Wells Fargo 2011 - Present
Wells Fargo Bank, NA 2003 - 2009
Skills
Leadership Development, Vendor Management, Management, Organizational..., Analytics, Mortgage Lending, Risk Management, Relationship Management, Leadership, Banking, Performance Management, Performance Consulting, Change Management, Talent Management, Workshop Facilitation, Process Improvement, Business Analysis, Financial Services, Learning Management, Team Building, Strategic Planning, Training, Credit, Succession Planning, Employee Engagement, Blended Learning, Coaching
Education
Michigan State University 1990 — 1994
Wells Fargo Bank NA March 2010 - Present
RockBridge Commercial Bank August 2007 - January 2010
SunTrust Bank January 2007 - August 2007
IronStone Bank 2004 - 2006
Skills
Treasury Management, Banking, Cash Management, Portfolio Management, Treasury Services, Financial Analysis, Risk Management, Relationship Management, Payments, Merchant Services, ACH, Cross Selling, Cash Flow, Commercial Banking, Treasury, Financial Services, Credit Cards, Electronic Payments, Working Capital..., Payment Card Processing, Deposits
Education
Miami University 2000 — 2004
BS, Organizational Leadership Management
Wells Fargo Bank, NA June 2013 - Present
Palmer Group June 2006 - May 2007
Principal Financial Group June 2000 - June 2003
NAPA March 1997 - June 2000
Skills
Customer Service, Microsoft Excel, Credit, Loans, Access, Microsoft Word, Real Estate, Social Media, PowerPoint, Microsoft Office, Event Planning, Event Management, Public Relations, Research, Advertising
Education
Indian Hills Community College 1997 — 1999
Wells Fargo Bank, NA April 2008 - Present
Wells Fargo Home Mortgage April 2003 - April 2008
Education
Metropolitan State University 1998 — 2002
Wells Fargo Bank N.A November 2000 - September 2012
Wells Fargo November 1998 - July 2001
Wells Fargo Home Mortgage January 1998 - November 2000
Norwest Mortgage May 1996 - January 1998
Prudential Home Mortgage January 1993 - May 1996
Illinois Department of Revenue January 1988 - January 1993
Skills
Mortgage Banking, Mortgage Lending, FHA, Loans, Refinance, Operations Analysis, Report Writing, Management, Microsoft Office, Microsoft Excel, Customer Service, Risk Management, Sales Management, Training, Project Management, Operational Analysis, Leadership, Finance, Insurance, Forecasting
Education
University of Illinois Springfield 1984 — 1986
Post Graduate, Legal Studies
Quincy University 1980 — 1984
Bachelor of Arts;, Political Science; History
Wells Fargo Bank, NA September 2001 - Present
Wells Fargo September 2000 - August 2001
Applebees International March 1990 - December 1999
Skills
Instructor-led Training, Consulting, Instructional Design, Mortgage Lending, Project Management, Program Management, Adult Learning Theory, Consumer Lending, ADDIE, Blended Learning, Training Delivery, Coaching, Program Facilitation, Program Coordination, Program Evaluation, Employee Training
Education
University of Minnesota-Twin Cities 1997 — 2000
Adult Learning and Business Management
North Hennepin Community College 1992 — 1994
Associate of Arts (A.A.)
Wells Fargo Bank, NA June 2014 - Present
Wells Fargo Bank, N.A. September 2012 - May 2014
Wells Fargo Bank and Wachovia Bank March 2004 - September 2012
Wachovia Bank, N.A. June 2001 - March 2004
Wachovia Bank, N.A. December 1995 - June 2001
Skills
Asset Management, Wealth Management, Public Speaking, Portfolio Management, Banking, Estate Planning, Financial Services, Philanthropy, Risk Management, Wealth, Charitable Trusts, Training, Investments, Nonprofits, Private Foundations, Wealth Management..., High Net Worth..., Management, Retirement Planning, Charities
Education
The American College 2012 — 2014
MSFS, Masters of Science in Financial Services
Gardner-Webb University 1995 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Tawani Foundation August 2015 - Present
Wells Fargo Bank, NA March 2015 - August 2015
Bank of America Merrill Lynch July 2013 - June 2014
BNY Mellon Trust Company N.A. October 2012 - July 2013
BNY Mellon Trust Company N.A. October 2008 - October 2012
BNY Mellon Trust Company N.A. May 2004 - October 2008
Balley Total Fitness October 2001 - November 2003
CNA Insurance October 1986 - September 2001
Heritage Middle School - School District 171 August 1976 - August 1986
Skills
Customer Service, Microsoft Office, Microsoft Word, Process Improvement, Leadership, Project Management, Sales, Team Building, Banking, Event Planning, Financial Services, Investments, Marketing, Portfolio Management, Public Speaking, Risk Management, Capital Markets, Fixed Income
Education
Governors State University
Master's Degree, Fine/Studio Arts, General
Moraine Valley Community College
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
North Central College
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
WellPoint May 2013 - Present
Allstate Insurance March 2013 - May 2013
ResCare Homecare October 2012 - March 2013
Wells Fargo Bank NA August 2012 - October 2012
Unicare March 1996 - November 2010
Skills
Claims Handling, Financial Analysis, HMO, Accounts Receivable, Risk Management, PPO, Account Reconciliation, Health Savings Accounts, PeopleSoft, Claim Investigation, Customer Service, Process Improvement, Medicare, Health Insurance, Claim, Finance, Access, Training
Education
North Carolina Agricultural and Technical State University
Wells Fargo Bank May 2005 - Present
Wells Fargo Bank, NA May 1997 - Present
Wells Fargo Bank January 1997 - Present
Wells Fargo Bank June 2000 - May 2005
Wells Fargo Bank June 1997 - June 2000
Electronic Data Systems January 1994 - January 1996
Western Corporate Federal Credit Union January 1992 - January 1994
Citi January 1986 - January 1994
Skills
Operations Management, Payment Systems, Banking, Risk Management, Commercial Banking, Retail Banking, Cross Selling, Relationship Management, Vendor Management, Executive Management, Financial Services, Business Analysis, Strategy, Leadership, Management
Education
Loyola Marymount University
Wells Fargo Bank NA June 2013 - Present
Charles Schwab February 2010 - June 2013
ThinkBiz June 2009 - January 2010
Washington Mutual Card Services February 2007 - January 2009
JPMorgan Chase (formerly Washington Mutual Card Services) 2007 - 2009
JP Morgan Chase 2007 - 2009
Providian Financial March 2003 - February 2007
Firemans Fund Insurance Company December 2000 - May 2002
Firemans Fund Insurance Company September 1995 - November 2000
Firemans Fund Insurance Company 1993 - September 1995
Skills
Cross-functional Team..., Analytics, SQL, SDLC, Software Documentation, Strategy, CRM, Project Management, Data Analysis, Management, Analysis, Marketing, Enterprise Architecture, Direct Marketing, Segmentation, Quality Assurance
Education
Golden Gate University 1996 — 2000
BS, Computer Information Systems Mgmt
First Republic Bank February 2011 - Present
Wells Fargo Bank N.A November 2009 - February 2011
JPMorgan Chase February 2009 - October 2009
Wells Fargo Bank N A June 2007 - December 2008
EDS-General Motors Corp November 2006 - April 2007
Mervyns July 2006 - October 2006
Skills
Software Packaging and..., WMI, SCCM, System Deployment, VBScript, Windows 7, Scripting, App-V, Software Packaging, Active Directory, SMS, VMware, XP, InstallShield, Citrix, Application Packaging, ITIL, Windows, DHCP, Virtualization, Windows Server
Education
University of Wollongong 2003 — 2004
MICT, Information and Communication Technology
Pondicherry University 1997 — 2001
BTech, Computer Science and Engineering
Medtronic September 2015 - Present
Wells Fargo Bank N.A October 2008 - September 2015
Wells Fargo Bank N.A June 2006 - October 2008
Stanton Trust Company, N.A December 2004 - June 2006
Skills
Factset, Morningstar Direct, Investment Manager..., Mutual Funds, CIMA, Collective Investment..., 401k, Retirement, Investments, Asset Managment, Asset Allocation, Financial Services, Risk Management, Investment Management, Due Diligence, Securities, Asset Management, Finance, Portfolio Management
Education
Metropolitan State University 2006 — 2008
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor's Degree, Finance
Fannie Mae November 2009 - Present
Wells Fargo Bank, NA May 2007 - January 2009
Wells Fargo January 2004 - May 2007
Wells Fargo January 2001 - December 2003
Deutsche Bank July 1998 - January 2001
Merrill Lynch January 1998 - April 1998
Magellan Health Services January 1996 - June 1997
Education
Loyola University Maryland 2000 — 2002
MBA
Towson University 1995 — 1998
BS, Finance/Business
Promontory Interfinancial Network August 2014 - Present
Wells Fargo Bank, NA February 2013 - August 2014
Pinckney Consulting January 2013 - August 2014
Associated Bank January 2011 - December 2012
Johnson Bank November 2001 - December 2010
US Bank September 1990 - October 2001
BMO Harris (formerly known as M & I Marshall & Ilsley Bank) June 1981 - August 1990
Skills
Finance, Team Management, Communication Skills, Small Business Lending, Commercial Lending, Business Development, Credit Analysis, Community..., Consulting, Loans, Cash Management, Commercial Banking, Underwriting, Portfolio Management, Credit, Banking, Consumer Lending, Lines Of Credit, Financial Analysis, Treasury Management, Strategy, Cross Selling, Leadership, Management, Asset Based Lending, Small Business, Sales, Commercial Real Estate, Loan Origination, Commercial Mortgages, Financial Services
Education
Ripon College 1977 — 1981
AB, Economics
Wisconsin Bankers Association Commercial Lending School 1986 — 1986
Wells Fargo Bank November 2014 - Present
Wells Fargo Bank, NA May 2009 - November 2014
Wells Fargo Bank July 2004 - April 2010
Education
Texas Tech University 2001 — 2003
MBA, Finance
Fundación Universidad de las Américas Puebla 1989 — 1994
Arryn Inc January 2010 - Present
Consultant January 2010 - July 2012
Wells Fargo Bank NA March 2004 - June 2010
Skills
Loans, Credit, Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Mortgage Banking, Portfolio Management, Small Business Lending, Capital Markets, Private Equity, Business Development, Investments, Risk Management, Entrepreneurship
Education
Symbiosis institute of Management Studies 1996 — 1998
International Business / Finance, International Finance
Osmania University 1993 — 1996
Bachelor of Economics, Economics
Wells Fargo June 2012 - Present
Wells Fargo Home Mortgage July 2011 - June 2012
Wells Fargo Bank, NA December 2008 - July 2011
Wells Fargo Bank, NA September 2007 - December 2008
Wells Fargo Home Mortgage March 2001 - September 2007
Community Coffee Company September 1999 - March 2001
Skills
Analysis, Gathering, Excel, Banking, Word, Microsoft Excel, Microsoft Word, Management, Software Documentation
Education
Louisiana State University 1977 — 1980
B.A., Anthropology
Louisiana State University
in Master's of Business Administration (MBA), Education
Wells Fargo April 2015 - Present
Wells Fargo Bank, NA April 2013 - Present
Hennepin County September 2005 - March 2013
Target Corporation September 2002 - August 2005
Target Financial Services June 2001 - September 2002
ITC INTERNATIONAL BANK, Liberia Ltd. December 1999 - May 2000
ITC INTERNATIONAL BANK, Liberia Ltd. December 1996 - December 1999
H. Richards & Company, CPA Firm, Liberia June 1996 - November 1996
H. Richards & Company, CPA Firm, Liberia December 1993 - May 1996
Skills
Data Analytics, Financial Analysis, Internal Audit, Internal Controls, Auditing, Data Analysis, Managerial Finance, Analysis, Financial Accounting, Financial Audits, Financial Reporting, Program Management, Nonprofits, Leadership, Management, Budgets, Account Reconciliation, Access, Finance
Education
Hamline University 2010 — 2012
MBA, Corporate Finance
University of Liberia 1988 — 1996
B.S., Accounting & Financial Management
PNC BANK, NA February 2012 - Present
Wells Fargo Bank, NA August 2001 - January 2012
United Parcel Service May 1995 - August 2001
Skills
Loans, Financial Analysis, Commercial Banking, Business Development, Small Business Lending, Commercial Lending, Underwriting, Credit, Business to Business..., Certified in Public..., Omega Credit Training, Cash Managment Expertise
Education
Fairleigh Dickinson University 1981 — 1985
bs marketing, marketing
Galliard Capital Management June 2014 - Present
Wells Fargo Securities, LLC March 2006 - June 2014
Wells Fargo Securities LLC March 2006 - June 2014
Wells Fargo Securities 2007 - 2011
Wells Fargo Bank NA December 2004 - March 2006
Skills
Securities, Banking, Trading, Settlement, Credit, Customer Service, Fixed Income, Funding, Bloomberg, Investment Banking, Risk Management, Financial Services, Mutual Funds, Investments, Asset Management, Financial Analysis, Relationship Management, Bonds, Financial Risk, Research, Business Analysis, Valuation, Finance, Wealth Management, Credit Risk, Process Improvement, Corporate Finance, Middle Office, Financial Markets, Derivatives, Capital Markets, Back Office, Leadership, Analysis, FINRA, Retail, Equities, Portfolio Management, Series 7, Management
Education
St. Cloud State University 2002 — 2004
BA, Political Science, Criminal Justice
North Hennepin Community College
Associates of Arts
La Quinta Inn & Suites September 2012 - Present
Bank of America July 2011 - January 2012
Capital ABC Funding January 2011 - July 2011
Wells Fargo Bank, NA March 2004 - June 2006
City of Houston Legal Department October 1986 - March 2004
Coastal Oil and Gas Corporation September 1980 - January 1983
Aero Service Corporation September 1978 - September 1980
West Virginia Geological Survey September 1973 - September 1977
Skills
Remote Sensing, FHA, Loans, Environmental Awareness, Mortgage Lending, Mortgage Banking, Aerial Photography, Loan Origination, Residential Mortgages, Refinance, VA loans, Reverse Mortgages, Credit
Education
Purdue University
M.S., Geoscience
Wells Fargo Bank, NA September 2015 - Present
Wells Fargo 1995 - Present
Wachovia, A Wells Fargo Company 2005 - 2010
Wachovia Bank, NA 2000 - 2008
Ephesians 6, Inc. 2004 - 2007
Skills
Information Technology, Project Management, Banking, Leadership, Process Improvement, Risk Management, Business Process, Business Analysis, Business Continuity..., Vendor Management, Management, Marketing Strategy, Business Continuity, Analysis, SDLC, Operational Risk...
Education
North Carolina Central University 1982 — 1987
BS, Business Administration
DriveTime November 2010 - Present
IKON Office Solutions December 2009 - July 2010
Wells Fargo Bank January 2008 - December 2009
Wells Fargo Bank Na January 2008 - December 2009
Hy-Vee Inc May 2007 - January 2008
Skills
Sales Management, Teamwork, Account Management, Customer Service, Cold Calling
Education
University of Northern Iowa 2006 — 2009
Bachelors, Marketing/Sales
Kirkwood Community College 2004 — 2006
A.A
First Niagara Bank, NA September 2014 - Present
Wells Fargo Bank, NA April 2012 - September 2014
HSBC Bank USA October 2005 - May 2012
M&T Bank March 2000 - October 2005
KeyBank , NA August 1997 - March 2000
Fleet Bank June 1989 - August 1997
Skills
Banking, Credit, Loans, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Risk Management, Credit Risk, Financial Analysis, Small Business Lending, Asset Based Lending, Mortgage Lending, Relationship Management, Treasury Management, Retail Banking, Cash Management, Consumer Lending, Commercial Mortgages, Lines Of Credit, Financial Risk, Wealth Management, Underwriting
Education
State University of New York at Buffalo 1992 — 1995
Master's degree, Business Administration and Management, General
Marquette University 1983 — 1987
Bachelor of Science (B.S.), Finance and Marketing
The O'Dowd Group 2006 - Present
Coachella Valley Water District (CVWD) November 2014 - Present
Salton Sea Authority December 2014 - Present
Smart Dog Films February 2014 - Present
The Garden Fellowship February 2012 - December 2014
City of Indio December 2008 - July 2011
Indio Water Authority June 2008 - December 2008
TD Desert Development, LLC, a division of Drummond Company, Inc. June 2000 - February 2006
Adams Trade Press 1996 - 1998
Wells Fargo Bank, NA September 1992 - December 1995
Skills
Entitlements, Land Use Planning, Business Planning, Mergers & Acquisitions, Project Planning, Strategic Planning, Policy, Finance, Human Resources, Contract Negotiation, Construction Management, Contract Management, Due Diligence, Leadership, Budgets, Nonprofits, Strategy, Real Estate
Education
Louisiana State University
BS, Construction
Wells Fargo Bank, NA March 2003 - July 2009
Norwest Invesments & Trust December 1997 - August 1999
Education
Metropolitan State University of Denver
Journalism, Public Relations
Custom Creative Installations November 2014 - Present
DIRECTV December 2012 - Present
DIRECTV December 2012 - July 2013
SOLSTICE MANAGEMENT GROUP LLC August 2006 - December 2012
WELLS FARGO BANK N.A October 2007 - September 2010
Skills
Customer Service, Marketing Strategy, Fraud Detection, Fraud Claims, Human Resources, Negotiation, Sales, Product Development, Event Management, Event Planning, Social Networking, Social Media Marketing, Strategy, Management, Public Relations, Marketing, Public Speaking, Leadership, Advertising, Call Centers
Education
Phoenix College 2007 — 2009
Business Management
Phoenix St Mary's High School 2000 — 2004
High School Diploma
Phoenix College
Business Management
St. Mary’s High School
High School Diploma
Vin De Garde LLC 2008 - Present
Vin De Garde Wines, Ltd. 1995 - Present
Michael S. Bathurst, CPA/CVA 1993 - 2000
Wells Fargo Bank, NA 1989 - 1992
KPMG US 1982 - 1989
Weyerhaeuser 1980 - 1982
Arthur Young & Company 1977 - 1980
Coopers & Lybrand Consulting 1976 - 1977
Skills
Wine, Strategic Planning, Import Logistics, Customer Service, Direct Import, Hospitality, Sales Management, Food, Food & Beverage, Marketing Strategy
Education
University of San Francisco School of Law 1982 — 1985
Doctor of Law (JD)
Michigan State University 1974 — 1976
Master of Business Administration (MBA), Accounting and Finance
University of Windsor 1970 — 1973
Bachelor of Arts (B.A.), Theology & Philosophy
Webster Bank January 2013 - Present
Wells Fargo January 2004 - January 2013
Wells Fargo Bank NA January 2004 - January 2013
Wachovia Bank January 2004 - January 2013
Wachovia Bank NA January 2004 - January 2013
Wachovia, A Wells Fargo Company January 2004 - April 2012
Regional Bank February 2006 - August 2011
Washington Mutual Bank, FA October 2001 - December 2003
CB Bank October 1997 - September 2001
The Bank of New York November 1975 - September 1997
Skills
Banking, Commercial Banking, Credit, Mortgage Lending, Small Business Lending, Loans, Lines Of Credit, Commercial Lending
Education
American Institute of Banking
Advanced Degree
Iona College
Economics
Mercy College 2011 - Present
Mall Properties 2010 - 2011
Di Nardo's Restaurant 2009 - 2010
JP Morgan Chase Bank 2008 - 2009
Wells Fargo Bank, NA 2007 - 2008
JP Morgan Chase Bank 2003 - 2007
Skills
Customer Service, Event Planning, Higher Education, Real Estate, Program Development, Fundraising, Student Affairs, Marketing, Nonprofits, Public Speaking, Social Media, Community Outreach, Microsoft Office, Event Management, Editing, Mortgage Lending, Photography, Staff Development, Recruiting
Education
Ramapo College of NJ
B A, Sociology
Johns Hopkins Hospital August 2014 - Present
Wells Fargo Securities August 2008 - July 2014
Wells Fargo Bank N.A December 2005 - July 2008
Skills
Portfolio Management, Financial Analysis, Banking, Financial Services, Process Improvement, Financial Modeling, Analysis, Bloomberg, Data Analysis, Customer Service, Risk Management, Accounting, Investments, Financial Reporting, Business Analysis, Corporate Finance, Finance, Budgets, Leadership, Project Management, Valuation, Strategic Planning
Education
The Johns Hopkins University - Carey Business School 2013 — 2016
Master of Business Administration (MBA), Health Care Management
Marshall University 2001 — 2005
Finance, Finance
Wells Fargo Bank, NA 2008 - Present
Education
Stonier Graduate School of Banking 1977 — 1979
Graduate Banking, Banking and Financial Support Services
Rider University 1968 — 1972
Bachelor of Applied Science (BASc), Business Administration and Management, General
First Premier Bank April 2011 - Present
Wells Fargo Bank, NA April 2001 - February 2011
Bank of America May 1995 - March 2001
Skills
Banking, Financial Risk, Financial Analysis, Credit Cards, Risk Management, Financial Modeling, Insurance, Strategic Financial..., Business Analysis, SAS, Call Center, Private Banking, Financial Planning, Sales Management, Wealth Management, Commercial Lending, consumer lending, Securities Lending, Real Estate Lending, Credit, Customer Service
Education
Northwest Missouri State University 1989 — 1993
Bachelor of Science
Wells Fargo Bank, NA May 2012 - Present
Astoria Federal Savings February 2003 - April 2012
Bank of New New York July 1999 - February 2002
Republic National Bank/HSBC January 1991 - July 1999
Skills
Commercial Banking, Cross Selling, Banking, Commercial Lending, Commercial Mortgages, Portfolio Management, Small Business Lending, Term Loans, Lines Of Credit, Remote Deposit Capture, Lockbox, ACH, Business Management, Team Building, Business Analysis, Treasury Management, Loan Origination, Credit Analysis, Loans, Credit, Management, SBA, Deposits, Asset Based Lending, Relationship Management, Cash Management
Education
Long Island University, C.W. Post Campus 1986 — 1990
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Wells Fargo Bank NA August 2015 - Present
Wells Fargo July 2014 - August 2015
Wells Fargo January 2013 - July 2014
Abos Pizza Washington Park July 2008 - January 2012
Global Real Estate Network International LLC July 2009 - December 2010
various May 2002 - July 2008
Skills
Loans, Credit, Banking, Portfolio Management, Commercial Lending, Sales, Consumer Lending
Education
Metropolitan State University of Denver 2008 — 2013
Bachelor of Arts (BA), Economics
Front Range Community College 2005 — 2008
Associate of Arts (AA), General Studies
Wells Fargo Bank, NA March 2012 - Present
Wells Fargo Bank, NA August 2005 - April 2012
Wachovia Bank, NA August 2002 - July 2005
Wachovia Bank, NA September 2001 - August 2002
Fleet Bank 1978 - 2001
Skills
Commercial Lending, Commercial Banking, Loans, Underwriting, Municipal Finance, Commerical Real Estate, Credit Policy, Bank Relationship..., Private Banking, Credit, Banking, Finance, Relationship Management
Education
Mount Holyoke College
BA, American Studies
The University of Connecticut School of Business
MBA, Finance and Marketing
Wells Fargo Bank NA September 2014 - Present
Wells Fargo Bank NA August 2014 - Present
Wells Fargo Bank NA September 2002 - August 2014
Wells Fargo Bank NA June 1980 - August 2002
Skills
Financial Analysis, Banking, Tax Preparation, Tax Accounting, Team Management, Fiduciary, Data Analysis, Credit analysis, Income Tax
Education
Montana Tech of the University of Montana
BS, Business, emphasis Accounting
Wells Fargo Bank NA September 1997 - Present
Skills
Credit, Loans, Commercial Lending, Loan Origination, Requirements Analysis, Credit Analysis, Oracle, Credit Risk, Commercial Banking, Business Analysis, Retail Banking, Finance, Mortgage Lending, Portfolio Management, Financial Analysis, Banking, Consumer Lending, Mortgage Banking
Education
North Carolina State University
Bachelor of Science (B.S.), Nuclear Engineering
South University September 2012 - Present
Wells Fargo Financial February 2011 - September 2012
Wells Fargo Bank N.A October 2011 - December 2011
Wells Fargo Bank N.A February 2011 - October 2011
Wells Fargo Bank N.A August 2010 - February 2011
Enterprise Rent-A-Car May 2007 - August 2010
Georgia Department of Human Resources June 2006 - August 2006
Skills
Loans, Small Business Lending, Credit, Project Management, Integrated Marketing, Marketing Communications, Product Marketing, Market Research, Marketing Strategy, Mortgage Lending, Lines Of Credit, Loan Origination, Marketing, Banking, Credit Analysis, Commercial Lending, Series 6, Home Equity, Consumer Lending, Social Media Marketing
Education
Florida Institute of Technology 2012 — 2014
Masters of Business Administration, Project Management
Savannah State University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
A. R Johnson Health Science and Engineering High School 2000 — 2004
College Prepratory, Engineering
West Side Summit May 2013 - Present
Northland Temporaries October 2012 - February 2013
Cretex Concrete Products May 2012 - October 2012
Cretex Concrete Products Midwest, Inc July 2008 - May 2012
AFSC 2005 - 2010
Iowa Valley Continuing Education July 2006 - June 2008
Wells Fargo Bank, NA January 2005 - June 2006
Madelia High School January 1998 - October 2004
Watonwan County Human Services June 1989 - December 1997
Skills
Educational Leadership, Community Outreach, Leadership Development, Immigration Law, Office Coordinator, Conflict Resolution, Microsoft Office, Google Drive, Dropbox, Windows XP, Windows 7
Education
Marshalltown Community College 2005 — 2005
General Studies
Minnesota State University, Mankato 2000 — 2004
Criminal Justice, Criminal Justice and Corrections
Moorhead Technical College 1988 — 1989
Legal Secretarial, Legal Secretary Program
Wells Fargo Bank NA November 1996 - Present
Skills
SAP, Retail Banking, Team Building, Banking, Commercial Lending, Leadership, Strategic Planning, Sales Management, Negotiation, Operations Management, Credit, Customer Service, Management
Education
Northern State University 1988 — 1990
Bachelor's Degree, Business Administration and Management, General
Wells Fargo Bank NA May 2010 - Present
Wells Fargo Bank N.A. April 2010 - Present
New York & Company September 2005 - April 2011
Skills
Credit, Loans, Banking, Commercial Banking, Financial Analysis, Mortgage Lending, Retail Banking, Consumer Lending, Finance, Commercial Lending, Cash Management, Mortgage Banking, Small Business Lending, Cross Selling, Loan Origination, Strategic Financial..., Lines Of Credit, Financial Planning
Education
Naugatuck Valley Community College 2001 — 2005
Associate of Science (AS), Finance, General
Naugatuck Valley Community College 2001 — 2005
Associate of Science (AS), Business Administration and Management, General
Pomperaug
Pomperaug
Pomperaug
Wells Fargo Bank NA September 2012 - Present
Wells Fargo May 2012 - September 2012
Wells Fargo October 2010 - May 2012
Skills
Credit, Loans, Mortgage Lending, Loan Origination, Banking, Consumer Lending, Customer Service, Cross Selling, Deposits, Lines Of Credit, Retail Banking
Education
Inver Hills Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Emergency Medical Technology/Technician (EMT Paramedic)
Caterpillar October 2013 - Present
Caterpillar February 2012 - Present
Private March 2010 - Present
Primerica June 2011 - August 2013
Wells Fargo Bank NA March 2010 - January 2012
Skills
Financial Analysis, Banking, Investments, Financial Modeling, Risk Management, Portfolio Management, Credit, Loans, Strategic Financial..., Equities, Corporate Finance, Financial Reporting, Finance, Insurance, American Welding..., Material Handling, Machining, Personal Training, Construction, Residential Roofing, Computer Proficiency, Mutual Funds
Education
Minnesota State University, Moorhead 2006 — 2009
BA, History (emphasis Law and Political Philosophy)
Wells Fargo Bank, NA June 2012 - Present
Wells Fargo January 2007 - June 2012
Education
Hamline University School of Law 2001 — 2004
Doctor of Law (JD)
University of Northern Iowa 1997 — 2001
Bachelor of Science (BS), Mathematics and Statistics
Wells Fargo Bank NA May 2005 - Present
Education
Fisk University 1979 — 1983
Bachelor of Science (BS), Management
Wells Fargo Bank NA 2008 - Present
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Credit Risk, Mortgage Lending, Consumer Lending, Portfolio Management, Small Business Lending, Commercial Lending, Financial Analysis, Financial Risk, Cross Selling, Investments, Financial Services, Finance, Loan Origination, Relationship Management, Risk Management
Education
Far Eastern State University
Economics
Wells Fargo Bank Na June 2010 - Present
Skills
Investments, Portfolio Management, Finance, Strategic Financial..., Business Development, Sales, Mutual Funds, Loans, Budgets, New Business Development, Retail, Series 63, Fixed Annuities, Payroll, Teamwork, Banking, Credit, Risk Management, Mortgage Lending, Financial Services, Wealth Management, Retail Banking, Relationship Management, Consumer Lending
Education
Hofstra University
Bachelor of Science- Business Administration, Finance
Hofstra University
Bachelor of Business Administration (B.B.A.), Finance
Washington Federal April 2010 - Present
Wells Fargo Bank NA February 2005 - June 2008
Skills
Banking, Customer Service, Credit, Retail Banking, Sales, Commercial Banking, Lines Of Credit, Cross Selling
Education
Paradise Valley Community College 2013 — 2016
Associates in Business