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
Employee
Years
Job
Industry
Jason Ranck Jason Ranck's Wells Fargo Bank, N.A. Experience February 2011 - April 2015
Job City Credit Union Financial Services
Industry Financial Services
Experience
City Credit Union May 2015 - Present
Wells Fargo Bank NA February 2011 - April 2015
Blockbuster October 2003 - February 2011
Four Seasons Radiator September 2006 - January 2010
Arlington Life Shelter February 2004 - April 2006
Skills
Credit Analysis, Banking, Mortgage Lending, Loans, Credit, Small Business Lending, Retail Banking, Credit Risk, Finance, Commercial Banking, Cross Selling, Commercial Lending, Management, Loan Origination, Portfolio Management, Financial Analysis, Relationship Management, Mortgage Banking, Lines Of Credit, Investments
Education
The University of Texas at Arlington 2015 — 2018
Bachelor of Business Administration (BBA), Finance
Tarrant County College 2007 — 2009
Associate's degree, Accounting and Business/Management
Tarrant County College 2007 — 2009
Associate Degree, Accounting and Business/Management
City Credit Union May 2015 - Present
Wells Fargo Bank NA February 2011 - April 2015
Blockbuster October 2003 - February 2011
Four Seasons Radiator September 2006 - January 2010
Arlington Life Shelter February 2004 - April 2006
Skills
Credit Analysis, Banking, Mortgage Lending, Loans, Credit, Small Business Lending, Retail Banking, Credit Risk, Finance, Commercial Banking, Cross Selling, Commercial Lending, Management, Loan Origination, Portfolio Management, Financial Analysis, Relationship Management, Mortgage Banking, Lines Of Credit, Investments
Education
The University of Texas at Arlington 2015 — 2018
Bachelor of Business Administration (BBA), Finance
Tarrant County College 2007 — 2009
Associate's degree, Accounting and Business/Management
Tarrant County College 2007 — 2009
Associate Degree, Accounting and Business/Management
Natalie Seiler Natalie Seiler's Wells Fargo Bank, N.A. Experience April 2009 - Present
Job Trust Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
Wells Fargo Bank, NA April 2009 - Present
Wells Fargo January 2011 - October 2011
Enterprise Rent-A-Car August 2006 - April 2009
Education
University of Missouri-Columbia 2002 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wells Fargo October 2013 - Present
Wells Fargo Bank, NA April 2009 - Present
Wells Fargo January 2011 - October 2011
Enterprise Rent-A-Car August 2006 - April 2009
Education
University of Missouri-Columbia 2002 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
J. Kurt Killion J. Kurt Killion's Wells Fargo Bank, N.A. Experience May 2013 - Present
Job Associate Commercial Management Training Program at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
Wells Fargo Bank, NA May 2013 - Present
Wells Fargo Commercial Banking May 2012 - August 2012
Lubbock National Bank August 2010 - August 2011
Skills
Financial Analysis, Financial Modeling, Banking, Portfolio Management, Credit Analysis, Commercial Banking, Loans, Commercial Lending, Microsoft Excel, Accounting, Underwriting, Wealth Management, Microsoft Office, Bloomberg, Microsoft Word, Auditing, PowerPoint, Valuation, Customer Service, Bloomberg Terminal, Data Analysis, Teamwork, Economics, Mortgage Lending, Corporate Finance, Cash Flow, Budgets, Investment Banking, Management, Credit, Analysis, Financial Services, Leadership, Finance, Real Estate, Financial Risk, Outlook
Education
Texas Tech University 2011 — 2013
Master of Science (MS), Finance, 4.0
Texas Tech University 2005 — 2009
Business Administration and Management, General, Finance, General
Wells Fargo June 2015 - Present
Wells Fargo Bank, NA May 2013 - Present
Wells Fargo Commercial Banking May 2012 - August 2012
Lubbock National Bank August 2010 - August 2011
Skills
Financial Analysis, Financial Modeling, Banking, Portfolio Management, Credit Analysis, Commercial Banking, Loans, Commercial Lending, Microsoft Excel, Accounting, Underwriting, Wealth Management, Microsoft Office, Bloomberg, Microsoft Word, Auditing, PowerPoint, Valuation, Customer Service, Bloomberg Terminal, Data Analysis, Teamwork, Economics, Mortgage Lending, Corporate Finance, Cash Flow, Budgets, Investment Banking, Management, Credit, Analysis, Financial Services, Leadership, Finance, Real Estate, Financial Risk, Outlook
Education
Texas Tech University 2011 — 2013
Master of Science (MS), Finance, 4.0
Texas Tech University 2005 — 2009
Business Administration and Management, General, Finance, General
Lilly Magallanes Lilly Magallanes's Wells Fargo Bank, N.A. Experience May 2004 - Present
Job VP/ Market Growth Development Consultant
Industry Banking
Experience
Wells Fargo May 2004 - Present
Wells Fargo Bank N.A May 2004 - Present
Bank of America May 1996 - May 2004
Skills
Banking, Cross Selling, Loans, Sales, Management, Sales Operations
Education
South Plains College
Wells Fargo May 2004 - Present
Wells Fargo Bank N.A May 2004 - Present
Bank of America May 1996 - May 2004
Skills
Banking, Cross Selling, Loans, Sales, Management, Sales Operations
Education
South Plains College
Frederick Ward Frederick Ward's Wells Fargo Bank, N.A. Experience August 2013 - Present
Job Vice President of Sales and Marketing at The Golseth Allstate Agency
Industry Insurance
Experience
WELLS FARGO BANK, NA August 2013 - Present
The Golseth Allstate Agency March 2011 - Present
Wachovia April 2007 - February 2011
New Century Mortgage February 2004 - April 2007
Invigorations, Inc May 2001 - January 2006
Full Specturm Lending January 2002 - January 2004
Versalign Inc. 1999 - 2001
United States Marine Corps May 1983 - January 1993
Skills
Air Traffic Control, Sales Management, Direct Sales, Recruiting, Management, Team Building, Forecasting, Marketing, Business Development, B2B, Strategic Planning, Pricing, Customer Satisfaction, Leadership, Negotiation, Team Leadership, Marketing Strategy, Income Statement
Education
USMC PROFESSIONAL RECRUITING ACADEMY 1989 — 1989
Certificate of Completion, Selling Skills and Sales Operations, Recruiting and Community Outreach, 98.7
USMC LEADERSHIP ACADEMY 1985 — 1985
Certificate of Completion, Organizational Leadership, 98.3
University of California, Irvine 1984 — 1985
USMC FAA AIR TRAFFIC CONTROL ACADEMY, Air Traffic Controll and Airport Management
G.W. Carver High School 1979 — 1983
HS Diploma, Academic
WELLS FARGO BANK, NA August 2013 - Present
The Golseth Allstate Agency March 2011 - Present
Wachovia April 2007 - February 2011
New Century Mortgage February 2004 - April 2007
Invigorations, Inc May 2001 - January 2006
Full Specturm Lending January 2002 - January 2004
Versalign Inc. 1999 - 2001
United States Marine Corps May 1983 - January 1993
Skills
Air Traffic Control, Sales Management, Direct Sales, Recruiting, Management, Team Building, Forecasting, Marketing, Business Development, B2B, Strategic Planning, Pricing, Customer Satisfaction, Leadership, Negotiation, Team Leadership, Marketing Strategy, Income Statement
Education
USMC PROFESSIONAL RECRUITING ACADEMY 1989 — 1989
Certificate of Completion, Selling Skills and Sales Operations, Recruiting and Community Outreach, 98.7
USMC LEADERSHIP ACADEMY 1985 — 1985
Certificate of Completion, Organizational Leadership, 98.3
University of California, Irvine 1984 — 1985
USMC FAA AIR TRAFFIC CONTROL ACADEMY, Air Traffic Controll and Airport Management
G.W. Carver High School 1979 — 1983
HS Diploma, Academic
Tami Carlock Tami Carlock's Wells Fargo Bank, N.A. Experience November 2011 - Present
Job Personal Banker at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo Bank, NA November 2011 - Present
Wells Fargo Bank October 2011 - Present
Wells Fargo January 2005 - October 2011
Skills
Banking, Loans, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Cross Selling, Loan Origination
Education
College of St. Catherine 2012 — 2013
Communication and Media Studies
Winona State University 1976 — 1979
Mass Communication/Media Studies
Wells Fargo Bank, NA November 2011 - Present
Wells Fargo Bank October 2011 - Present
Wells Fargo January 2005 - October 2011
Skills
Banking, Loans, Credit, Consumer Lending, Retail Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Cross Selling, Loan Origination
Education
College of St. Catherine 2012 — 2013
Communication and Media Studies
Winona State University 1976 — 1979
Mass Communication/Media Studies
Eddy Badrina Eddy Badrina's Wells Fargo Bank, N.A. Experience September 2006 - March 2008
Job CoFounder and Chief Strategy Officer, Buzzshift
Industry Internet
Experience
BuzzShift December 2009 - Present
CherryPick January 2012 - January 2014
University of Texas at Dallas March 2012 - December 2013
Badrina Marketing Strategies September 2009 - December 2010
29 Agency March 2009 - September 2009
Belltower Tech March 2008 - March 2009
Wells Fargo Bank, NA September 2006 - March 2008
The White House Initiative On Asian Americans and Pacific Islanders May 2004 - March 2006
Overseas Private Investment Corporation November 2002 - May 2004
U.S. Department of State March 2001 - November 2002
Skills
Social Media Marketing, Public Relations, Public Speaking, Social Networking, Blogging, Strategic Planning, Business Development, Copywriting, Team Leadership, Content Marketing, Social Media, Marketing Strategy, Marketing Communications, Online Advertising, Digital Marketing, Strategic Communications, Marketing, Fundraising, Event Planning, Non-profits, Networking, Digital Strategy, Management, Start-ups, Nonprofits, Leadership, Creative Direction, Entrepreneurship, SEO, New Business Development, Corporate Communications, Event Management, Content Strategy, Training
Education
Texas A&M University 1999 — 2000
MPSA, Public Admin and International Affairs
Texas A&M University 1995 — 1998
BS, Psychology
BuzzShift December 2009 - Present
CherryPick January 2012 - January 2014
University of Texas at Dallas March 2012 - December 2013
Badrina Marketing Strategies September 2009 - December 2010
29 Agency March 2009 - September 2009
Belltower Tech March 2008 - March 2009
Wells Fargo Bank, NA September 2006 - March 2008
The White House Initiative On Asian Americans and Pacific Islanders May 2004 - March 2006
Overseas Private Investment Corporation November 2002 - May 2004
U.S. Department of State March 2001 - November 2002
Skills
Social Media Marketing, Public Relations, Public Speaking, Social Networking, Blogging, Strategic Planning, Business Development, Copywriting, Team Leadership, Content Marketing, Social Media, Marketing Strategy, Marketing Communications, Online Advertising, Digital Marketing, Strategic Communications, Marketing, Fundraising, Event Planning, Non-profits, Networking, Digital Strategy, Management, Start-ups, Nonprofits, Leadership, Creative Direction, Entrepreneurship, SEO, New Business Development, Corporate Communications, Event Management, Content Strategy, Training
Education
Texas A&M University 1999 — 2000
MPSA, Public Admin and International Affairs
Texas A&M University 1995 — 1998
BS, Psychology
Jay Farley's Wells Fargo Bank, N.A. Experience 2007 - 2009
Job Banking
Industry Banking
Experience
Allegiance Bank August 2015 - Present
Highpoint Insurance Group August 2013 - November 2014
Integrity Bank, SSB 2011 - 2013
Moody National Bank July 2009 - August 2011
Wells Fargo Bank, NA 2007 - 2009
Action First Mortgage January 2004 - January 2007
Smart Mortgages, LLC June 2001 - 2004
Skills
Loans, Risk Management, Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Credit, Financial Analysis, Underwriting, Commercial Banking, Credit Analysis, Loan Origination, Finance, Portfolio Management, Real Estate, Commercial Insurance, Treasury Management, CRM, Risk Assessment, Credit Risk, small busine, Community Bank Insurance, Credit Union Insurance
Education
Texas A&M University 1994 — 1999
Finance
Clear Lake High School
Allegiance Bank August 2015 - Present
Highpoint Insurance Group August 2013 - November 2014
Integrity Bank, SSB 2011 - 2013
Moody National Bank July 2009 - August 2011
Wells Fargo Bank, NA 2007 - 2009
Action First Mortgage January 2004 - January 2007
Smart Mortgages, LLC June 2001 - 2004
Skills
Loans, Risk Management, Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Credit, Financial Analysis, Underwriting, Commercial Banking, Credit Analysis, Loan Origination, Finance, Portfolio Management, Real Estate, Commercial Insurance, Treasury Management, CRM, Risk Assessment, Credit Risk, small busine, Community Bank Insurance, Credit Union Insurance
Education
Texas A&M University 1994 — 1999
Finance
Clear Lake High School
Heinz Hemken Heinz Hemken's Wells Fargo Bank, N.A. Experience July 2005 - November 2006
Job Senior Quality Software Engineer at Tintri
Industry Computer Software
Experience
Tintri May 2013 - Present
In Silico Studios, LLC January 2005 - Present
Akamai Technologies December 2006 - May 2013
Wells Fargo Bank, NA July 2005 - November 2006
Applied Biosystems November 2001 - June 2005
dna sciences 2000 - 2001
Aurora Biosciences September 1999 - May 2000
Skills
Perl, Python, C++, PostgreSQL, Linux, Bash, Daz Studio, Apache 2, Agile Project Management, XML, Software Development, Databases, Testing, Java, Oracle
Education
CINVESTAV 1985 — 1998
Master of Science (MSc)
UC San Diego 1975 — 1980
BA
Tintri May 2013 - Present
In Silico Studios, LLC January 2005 - Present
Akamai Technologies December 2006 - May 2013
Wells Fargo Bank, NA July 2005 - November 2006
Applied Biosystems November 2001 - June 2005
dna sciences 2000 - 2001
Aurora Biosciences September 1999 - May 2000
Skills
Perl, Python, C++, PostgreSQL, Linux, Bash, Daz Studio, Apache 2, Agile Project Management, XML, Software Development, Databases, Testing, Java, Oracle
Education
CINVESTAV 1985 — 1998
Master of Science (MSc)
UC San Diego 1975 — 1980
BA
Michelle Hutchinson's Wells Fargo Bank, N.A. Experience January 2005 - July 2010
Job Investments Adoption and Support Team Lead, Wealth Management Group
Industry Banking
Experience
Wells Fargo Bank, Wealth Management Group January 2010 - Present
Wells Fargo Bank, NA January 2005 - July 2010
Wells Fargo Bank, NA October 2003 - January 2005
Skills
Portfolio Management, Banking, Investments, Wealth Management, Business Analysis, Financial Services, Risk Management, Series 7, Relationship Management, Asset Management, Mutual Funds, Financial Analysis, Analysis, Investment Management, Strategy, Leadership, Process Improvement, Asset Allocation, Business Strategy
Education
University of Phoenix 2009 — 2010
MBA, Business
University of Arizona 1999 — 2004
BS, Political Science, Economics
Wells Fargo Bank, Wealth Management Group January 2010 - Present
Wells Fargo Bank, NA January 2005 - July 2010
Wells Fargo Bank, NA October 2003 - January 2005
Skills
Portfolio Management, Banking, Investments, Wealth Management, Business Analysis, Financial Services, Risk Management, Series 7, Relationship Management, Asset Management, Mutual Funds, Financial Analysis, Analysis, Investment Management, Strategy, Leadership, Process Improvement, Asset Allocation, Business Strategy
Education
University of Phoenix 2009 — 2010
MBA, Business
University of Arizona 1999 — 2004
BS, Political Science, Economics
Kyle Kneubuhl Kyle Kneubuhl's Wells Fargo Bank, N.A. Experience January 2001 - January 2003
Job Vice President Commercial Relationship Manager Preferred Bank
Industry Financial Services
Experience
Preferred Bank January 2015 - Present
Popular Community Bank January 2011 - Present
Popular Community Bank January 2011 - April 2014
Union Bank N.A January 2009 - January 2011
Wachovia Bank N.A. - Irvine, Ca (Multiple Headquarters) January 2003 - January 2008
Wells Fargo Bank N.A January 2001 - January 2003
Skills
Commercial Lending, Small Business Lending, Commercial Banking, SBA, Loans, Lines Of Credit, Credit, Commercial Mortgages, Banking, SBA 504, Loan Origination, Treasury Management, Retail Banking, Portfolio Management, Cash Management, Cash Flow Lending, Cross Selling, Refinance, Lockbox, Construction Loans, Commercial Finance, Middle Market, Relationship Management
Education
Santiago Canyon College
Preferred Bank January 2015 - Present
Popular Community Bank January 2011 - Present
Popular Community Bank January 2011 - April 2014
Union Bank N.A January 2009 - January 2011
Wachovia Bank N.A. - Irvine, Ca (Multiple Headquarters) January 2003 - January 2008
Wells Fargo Bank N.A January 2001 - January 2003
Skills
Commercial Lending, Small Business Lending, Commercial Banking, SBA, Loans, Lines Of Credit, Credit, Commercial Mortgages, Banking, SBA 504, Loan Origination, Treasury Management, Retail Banking, Portfolio Management, Cash Management, Cash Flow Lending, Cross Selling, Refinance, Lockbox, Construction Loans, Commercial Finance, Middle Market, Relationship Management
Education
Santiago Canyon College
Jamaal Mervin's Wells Fargo Bank, N.A. Experience February 2014 - Present
Job Store Manager at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank, NA February 2014 - Present
Wells Fargo June 2013 - February 2014
Wells Fargo Bank, NA April 2011 - June 2013
Wells Fargo Bank, NA February 2010 - April 2011
Pepper Dining - Chili's May 2002 - February 2010
Skills
Financial Literacy, Critical Thinking, Psychology, Performance Management, Microsoft Office, Leadership, Mentoring, Reading Comprehension, Exceptional Listener, Banking, Image Consulting, Goal Oriented, Social Networking, Coaching, Time Management, Multitasking Skills, Customer Service, Music, Teamwork, Consumer Lending, Deposits, Small Business Lending, Loan Origination, Finance, Lines Of Credit, Merchant Services, IRAs, New Hire Training, Training Facilitation, Loans, Training, Management, Sales
Education
University of Phoenix 2008 — 2011
Bachelor of Science, Psychology
Wells Fargo Bank, NA February 2014 - Present
Wells Fargo June 2013 - February 2014
Wells Fargo Bank, NA April 2011 - June 2013
Wells Fargo Bank, NA February 2010 - April 2011
Pepper Dining - Chili's May 2002 - February 2010
Skills
Financial Literacy, Critical Thinking, Psychology, Performance Management, Microsoft Office, Leadership, Mentoring, Reading Comprehension, Exceptional Listener, Banking, Image Consulting, Goal Oriented, Social Networking, Coaching, Time Management, Multitasking Skills, Customer Service, Music, Teamwork, Consumer Lending, Deposits, Small Business Lending, Loan Origination, Finance, Lines Of Credit, Merchant Services, IRAs, New Hire Training, Training Facilitation, Loans, Training, Management, Sales
Education
University of Phoenix 2008 — 2011
Bachelor of Science, Psychology
Katy Dodd Katy Dodd's Wells Fargo Bank, N.A. Experience April 2012 - July 2013
Job Treasury Management Consultant, AVP
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Wells Fargo July 2013 - November 2013
Wells Fargo Bank NA April 2012 - July 2013
WELLS FARGO BANK August 2010 - April 2012
Skills
Sales Management, Banking, Sales, Customer Retention, Employee Benefits, Marketing, Entrepreneurship, Resourceful..., Building Relationships, Business Partner..., Small Business, Selling, Mortgage Lending, Finance, Commercial Banking, Commercial Lending, Financial Analysis, Portfolio Management, Relationship Management
Education
Texas Tech University
Dual Bachelor of Arts, English and Philosophy
Wells Fargo November 2013 - Present
Wells Fargo July 2013 - November 2013
Wells Fargo Bank NA April 2012 - July 2013
WELLS FARGO BANK August 2010 - April 2012
Skills
Sales Management, Banking, Sales, Customer Retention, Employee Benefits, Marketing, Entrepreneurship, Resourceful..., Building Relationships, Business Partner..., Small Business, Selling, Mortgage Lending, Finance, Commercial Banking, Commercial Lending, Financial Analysis, Portfolio Management, Relationship Management
Education
Texas Tech University
Dual Bachelor of Arts, English and Philosophy
Don Winchester Don Winchester's Wells Fargo Bank, N.A. Experience May 2014 - Present
Job FX / International Treasury Management Volcker Rule Compliance AVP
Industry Financial Services
Experience
Wells Fargo Bank, NA May 2014 - Present
Wells Fargo Advisors January 2001 - May 2014
FINRA September 1986 - January 2001
Education
University of Georgia - Terry College of Business 1980 — 1985
BBA, Risk Management
Wells Fargo Bank, NA May 2014 - Present
Wells Fargo Advisors January 2001 - May 2014
FINRA September 1986 - January 2001
Education
University of Georgia - Terry College of Business 1980 — 1985
BBA, Risk Management
Altheria Wheeler Altheria Wheeler's Wells Fargo Bank, N.A. Experience October 2011 - November 2012
Job City National Bank N.A.
Industry Banking
Experience
City National Bank June 2013 - Present
Wells Fargo Bank NA October 2011 - November 2012
Wells Fargo August 2007 - October 2011
City National Bank 2004 - July 2007
Skills
NMLS Licensed, Notary Public, Administrative..., Public Speaking, Event Planning, Corporate Events, Banking, Microsoft Office, Office Management, Private Events, Management, Sales, Credit, Consumer Lending, Risk Management, Financial Analysis, Travel Arrangements, Financial Services
Education
Academy of Computer Technology
Technical Certificate of Completion, Business/Office Automation/Technology/Data Entry
Santa Monica College
Physchology/Englis
City National Bank June 2013 - Present
Wells Fargo Bank NA October 2011 - November 2012
Wells Fargo August 2007 - October 2011
City National Bank 2004 - July 2007
Skills
NMLS Licensed, Notary Public, Administrative..., Public Speaking, Event Planning, Corporate Events, Banking, Microsoft Office, Office Management, Private Events, Management, Sales, Credit, Consumer Lending, Risk Management, Financial Analysis, Travel Arrangements, Financial Services
Education
Academy of Computer Technology
Technical Certificate of Completion, Business/Office Automation/Technology/Data Entry
Santa Monica College
Physchology/Englis
Donald Cook Donald Cook's Wells Fargo Bank, N.A. Experience July 2010 - October 2012
Job Loan Consultant at First Bank
Industry Financial Services
Experience
First Bank January 2014 - Present
Wells Fargo Home Mortgage October 2012 - January 2014
Wells Fargo Bank, NA July 2010 - October 2012
Princess Cruises July 2008 - July 2010
Countrywide Home Loans November 2006 - August 2007
One United Bank January 2001 - November 2006
Skills
Loan Origination, Customer Service, Wealth Building, Customer Relations, Loans, Mortgage, Microsoft Office, Banking, Sales, Mortgage Lending, Customer Satisfaction, Marketing, CRM, Home Equity Loans, Business Planning, Commercial Lending, Mortgage Banking, FHA, Refinance, Residential Mortgages, Credit, Real Estate, Finance, Wealth
Education
University of California, Santa Barbara
First Bank January 2014 - Present
Wells Fargo Home Mortgage October 2012 - January 2014
Wells Fargo Bank, NA July 2010 - October 2012
Princess Cruises July 2008 - July 2010
Countrywide Home Loans November 2006 - August 2007
One United Bank January 2001 - November 2006
Skills
Loan Origination, Customer Service, Wealth Building, Customer Relations, Loans, Mortgage, Microsoft Office, Banking, Sales, Mortgage Lending, Customer Satisfaction, Marketing, CRM, Home Equity Loans, Business Planning, Commercial Lending, Mortgage Banking, FHA, Refinance, Residential Mortgages, Credit, Real Estate, Finance, Wealth
Education
University of California, Santa Barbara
Craig May Craig May's Wells Fargo Bank, N.A. Experience April 2012 - September 2013
Job Carolinas Market Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. January 2014 - Present
Wells Fargo Bank, NA April 2012 - September 2013
Wells Fargo Bank, NA 2009 - April 2012
Wachovia Bank, NA 2008 - 2009
Education
The Citadel
Bachelor of Arts (B.A.), Political Science and Government
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (M.B.A.), Finance
JPMorgan Chase & Co. January 2014 - Present
Wells Fargo Bank, NA April 2012 - September 2013
Wells Fargo Bank, NA 2009 - April 2012
Wachovia Bank, NA 2008 - 2009
Education
The Citadel
Bachelor of Arts (B.A.), Political Science and Government
Wake Forest University - Babcock Graduate School of Management
Master of Business Administration (M.B.A.), Finance
James Corey James Corey's Wells Fargo Bank, N.A. Experience July 2012 - November 2013
Job Assistant Vice President, Financial Center Manager II / Licensed Life Insurance Broker
Industry Banking
Experience
Bank of America November 2013 - Present
Wells Fargo Bank NA July 2012 - November 2013
Bank of America December 2010 - July 2012
AT&T Mobility October 2008 - July 2012
Skills
Loans, Consumer Lending, Credit, Banking, Small Business Lending, Mortgage Lending, Lines Of Credit, Retail Banking, Loan Origination, Mortgage Banking, Cross Selling, Personal Banking, Home Equity Lines of..., Refinance, Credit Risk, Insurance
Education
The College of New Jersey
Bachelor of Applied Science (B.A.Sc.), Finance
Bank of America November 2013 - Present
Wells Fargo Bank NA July 2012 - November 2013
Bank of America December 2010 - July 2012
AT&T Mobility October 2008 - July 2012
Skills
Loans, Consumer Lending, Credit, Banking, Small Business Lending, Mortgage Lending, Lines Of Credit, Retail Banking, Loan Origination, Mortgage Banking, Cross Selling, Personal Banking, Home Equity Lines of..., Refinance, Credit Risk, Insurance
Education
The College of New Jersey
Bachelor of Applied Science (B.A.Sc.), Finance
Harry Smith III Harry Smith III's Wells Fargo Bank, N.A. Experience January 2008 - October 2011
Job Independent Insurance Agent at Goosehead
Industry Insurance
Experience
Goosehead Insurance May 2014 - Present
State Farm Insurance July 2012 - April 2014
Chase Bank October 2011 - August 2012
Wells Fargo Bank, NA January 2008 - October 2011
Wells Fargo Bank, NA July 2007 - January 2008
Wells Fargo Bank, NA June 2006 - July 2007
Wells Fargo Bank, NA June 2004 - June 2006
Enterprise Leasing Corporation December 2003 - June 2004
Enterprise Leasing Corporation May 2003 - December 2003
Skills
Leadership, Management, Customer Service, Business Strategy, Sales, Analysis, Finance, Business Development, Portfolio Management, Product Marketing, Loans, Solution Selling, Insurance, Commercial Insurance, Life Insurance, Umbrella Insurance, General Insurance, Relationship Management, Marketing Strategy, Customer-focused Service, Strategic Planning
Education
Southern Methodist University 1999 — 2003
Economics w/ Finance, Finance
Southern Methodist University 1999 — 2003
Bachelor of Science, Economics with Financial Applications
Goosehead Insurance May 2014 - Present
State Farm Insurance July 2012 - April 2014
Chase Bank October 2011 - August 2012
Wells Fargo Bank, NA January 2008 - October 2011
Wells Fargo Bank, NA July 2007 - January 2008
Wells Fargo Bank, NA June 2006 - July 2007
Wells Fargo Bank, NA June 2004 - June 2006
Enterprise Leasing Corporation December 2003 - June 2004
Enterprise Leasing Corporation May 2003 - December 2003
Skills
Leadership, Management, Customer Service, Business Strategy, Sales, Analysis, Finance, Business Development, Portfolio Management, Product Marketing, Loans, Solution Selling, Insurance, Commercial Insurance, Life Insurance, Umbrella Insurance, General Insurance, Relationship Management, Marketing Strategy, Customer-focused Service, Strategic Planning
Education
Southern Methodist University 1999 — 2003
Economics w/ Finance, Finance
Southern Methodist University 1999 — 2003
Bachelor of Science, Economics with Financial Applications
Bryan Gorman Bryan Gorman's Wells Fargo Bank, N.A. Experience June 2013 - Present
Job Bank Teller at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo Bank, NA June 2013 - Present
Belk August 2012 - April 2013
McDaniels Auto Group September 2011 - July 2012
Image Resource Group February 2011 - August 2011
Macy's Corporate Services June 2007 - March 2008
Skills
Financial Analysis, Financial Modeling, Project Management, Microsoft Excel, Microsoft Office, Sales, Public Relations, Retail, Contract Management, Time Management, Management, Customer Service, Marketing
Education
University of Cincinnati 2005 — 2009
BBA, Finance & International Business, Graduated Cum Laude, 3.65 GPA
Wells Fargo Bank, NA June 2013 - Present
Belk August 2012 - April 2013
McDaniels Auto Group September 2011 - July 2012
Image Resource Group February 2011 - August 2011
Macy's Corporate Services June 2007 - March 2008
Skills
Financial Analysis, Financial Modeling, Project Management, Microsoft Excel, Microsoft Office, Sales, Public Relations, Retail, Contract Management, Time Management, Management, Customer Service, Marketing
Education
University of Cincinnati 2005 — 2009
BBA, Finance & International Business, Graduated Cum Laude, 3.65 GPA
Todd Ellingson Todd Ellingson's Wells Fargo Bank, N.A. Experience July 2008 - August 2013
Job SVP Lending & Wealth Management Group at Bank of Jackson Hole
Industry Financial Services
Experience
Bank of Jackson Hole August 2013 - Present
Wells Fargo Bank, NA July 2008 - August 2013
Jackson State Bank & Trust March 1992 - July 2008
Federal Reserve Bank January 1986 - March 1992
Skills
Loans, Series 7, Wealth Management, Investments, Estate Planning, Retirement Planning, Commercial Banking, Banking, Insurance, Tax, Investment Advisory, Financial Services, Real Estate, Portfolio Management, Financial Risk, Credit, Asset Management, Credit Analysis, Mutual Funds, Mortgage Lending, Strategic Financial..., Securities, Commercial Lending
Education
University of Iowa 1982 — 1984
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Bank of Jackson Hole August 2013 - Present
Wells Fargo Bank, NA July 2008 - August 2013
Jackson State Bank & Trust March 1992 - July 2008
Federal Reserve Bank January 1986 - March 1992
Skills
Loans, Series 7, Wealth Management, Investments, Estate Planning, Retirement Planning, Commercial Banking, Banking, Insurance, Tax, Investment Advisory, Financial Services, Real Estate, Portfolio Management, Financial Risk, Credit, Asset Management, Credit Analysis, Mutual Funds, Mortgage Lending, Strategic Financial..., Securities, Commercial Lending
Education
University of Iowa 1982 — 1984
Bachelor of Business Administration (BBA), Finance and Financial Management Services
brad booe brad booe's Wells Fargo Bank, N.A. Experience July 2008 - October 2011
Job Claims Adjuster at GEICO
Industry Food & Beverages
Experience
GEICO January 2012 - Present
Wells Fargo Bank, NA July 2008 - October 2011
Chili's June 2006 - July 2008
T.G.I. Friday's March 2000 - May 2006
Skills
Sales, Customer Satisfaction, Customer Service, Restaurant Management
Education
University of North Texas
Bachelor of Science, Advertising, Management, Marketing
GEICO January 2012 - Present
Wells Fargo Bank, NA July 2008 - October 2011
Chili's June 2006 - July 2008
T.G.I. Friday's March 2000 - May 2006
Skills
Sales, Customer Satisfaction, Customer Service, Restaurant Management
Education
University of North Texas
Bachelor of Science, Advertising, Management, Marketing
Arthur Gabbidon Arthur Gabbidon's Wells Fargo Bank, N.A. Experience September 2007 - Present
Job Branch Manager Wells Fargo Bank N.A 15 years at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank N.A September 2007 - Present
Wells Fargo Bank N.A September 2000 - September 2007
Skills
Banking, Retail Banking, Relationship Management, Loans, Finance, Financial Services, Consumer Lending, Commercial Banking, Credit, Cross Selling, Portfolio Management, Customer Service, Financial Analysis, Management, Sales
Education
Amberton University 2012 — 2013
Masters of Arts (MA), Professional Development.
The University of Texas at Arlington 1995 — 1997
Bachelor of Arts (B.A.), Marketing
Wells Fargo Bank N.A September 2007 - Present
Wells Fargo Bank N.A September 2000 - September 2007
Skills
Banking, Retail Banking, Relationship Management, Loans, Finance, Financial Services, Consumer Lending, Commercial Banking, Credit, Cross Selling, Portfolio Management, Customer Service, Financial Analysis, Management, Sales
Education
Amberton University 2012 — 2013
Masters of Arts (MA), Professional Development.
The University of Texas at Arlington 1995 — 1997
Bachelor of Arts (B.A.), Marketing
Denise Marsolek Denise Marsolek's Wells Fargo Bank, N.A. Experience January 2002 - December 2006
Job Vice President/Compliance Manager Enterprise Compliance Risk Assessment at US Banccorp
Industry Financial Services
Experience
U.S. Bank July 2014 - Present
U.S. Bank November 2013 - July 2014
Wells Fargo November 2012 - November 2013
Wells Fargo Bank January 2007 - November 2012
Wells Fargo Bank, NA January 2002 - December 2006
Wells Fargo Bank, NA June 1998 - December 2001
Wells Fargo Bank, NA October 1996 - June 1998
U.S. Bank 1994 - 1996
Skills
Leadership, Program Management, Project Managment, Risk Management, Corporate Trust, Financial Services, Financial Analysis, Business Analysis, Strategic Planning, Banking, Process Improvement, SDLC, Analysis, PMO, Management, Strategy, Finance, Financial Risk, Vendor Management, Business Process..., Change Management, Business Process, Visio, Team Building, Team Leadership, Operational Risk, Budgets, Mergers & Acquisitions, Project Portfolio..., Cross-functional Team..., Project Management, Relationship Management, Securities
Education
College of St. Catherine 1998 — 2006
Master of Arts (M.A.), Organizational Leadership, 3.94
College of St. Catherine 1990 — 1994
Bachelor of Arts (B.A.), International Business/Economics & French
U.S. Bank July 2014 - Present
U.S. Bank November 2013 - July 2014
Wells Fargo November 2012 - November 2013
Wells Fargo Bank January 2007 - November 2012
Wells Fargo Bank, NA January 2002 - December 2006
Wells Fargo Bank, NA June 1998 - December 2001
Wells Fargo Bank, NA October 1996 - June 1998
U.S. Bank 1994 - 1996
Skills
Leadership, Program Management, Project Managment, Risk Management, Corporate Trust, Financial Services, Financial Analysis, Business Analysis, Strategic Planning, Banking, Process Improvement, SDLC, Analysis, PMO, Management, Strategy, Finance, Financial Risk, Vendor Management, Business Process..., Change Management, Business Process, Visio, Team Building, Team Leadership, Operational Risk, Budgets, Mergers & Acquisitions, Project Portfolio..., Cross-functional Team..., Project Management, Relationship Management, Securities
Education
College of St. Catherine 1998 — 2006
Master of Arts (M.A.), Organizational Leadership, 3.94
College of St. Catherine 1990 — 1994
Bachelor of Arts (B.A.), International Business/Economics & French
Andrea Jacobson Andrea Jacobson's Wells Fargo Bank, N.A. Experience August 2013 - Present
Job SVP International Operations Manager, Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA August 2013 - Present
Insight Global February 2012 - August 2013
Bank of America April 1999 - November 2011
Bank of America April 1999 - October 2005
Bank of America December 1990 - April 1999
Citibank January 1990 - December 1990
Citibank September 1987 - January 1990
Bankers Trust Company April 1986 - September 1987
Chemical Bank August 1982 - April 1986
Skills
Global Operations, Program Management, Project Implementation, FX Options, Project Management, Mergers, Currency, Management, Money Market, Back Office, Banking, Business Analysis, Business Process..., Business Requirements, E-commerce, Foreign Exchange, IT Strategy, Leadership, Options, PMO, Requirements Gathering, Project Portfolio..., Six Sigma, User Acceptance Testing, Project Delivery
Education
Rutgers University, Graduate School of Management 1986 — 1990
MBA, International Business and Consulting Management
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1985
BA, English and Economics
Wells Fargo Bank NA August 2013 - Present
Insight Global February 2012 - August 2013
Bank of America April 1999 - November 2011
Bank of America April 1999 - October 2005
Bank of America December 1990 - April 1999
Citibank January 1990 - December 1990
Citibank September 1987 - January 1990
Bankers Trust Company April 1986 - September 1987
Chemical Bank August 1982 - April 1986
Skills
Global Operations, Program Management, Project Implementation, FX Options, Project Management, Mergers, Currency, Management, Money Market, Back Office, Banking, Business Analysis, Business Process..., Business Requirements, E-commerce, Foreign Exchange, IT Strategy, Leadership, Options, PMO, Requirements Gathering, Project Portfolio..., Six Sigma, User Acceptance Testing, Project Delivery
Education
Rutgers University, Graduate School of Management 1986 — 1990
MBA, International Business and Consulting Management
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1985
BA, English and Economics
Panna Sharma Panna Sharma's Wells Fargo Bank, N.A. Experience 2008 - 2009
Job Sales
Industry Retail
Experience
Herstyler June 2012 - Present
Goldmine LLC June 2009 - June 2012
Wells Fargo Bank, NA 2008 - 2009
California Savings Bank 2005 - 2007
Associated Students, Inc. San Francisco State University 2002 - 2004
Skills
Public Relations, Banking, Investments, Project Portfolio..., Legal Support, Online Journalism, Magazine Writing, Magazines, Sales, Public Speaking, Social Media, Customer Service, Event Planning, Social Networking, Leadership, Community Outreach
Education
San Francisco State University 1999 — 2004
Bachelor of Arts, Journalism
Skyline College 1997 — 1999
Associate of Arts, Liberal Studies
Herstyler June 2012 - Present
Goldmine LLC June 2009 - June 2012
Wells Fargo Bank, NA 2008 - 2009
California Savings Bank 2005 - 2007
Associated Students, Inc. San Francisco State University 2002 - 2004
Skills
Public Relations, Banking, Investments, Project Portfolio..., Legal Support, Online Journalism, Magazine Writing, Magazines, Sales, Public Speaking, Social Media, Customer Service, Event Planning, Social Networking, Leadership, Community Outreach
Education
San Francisco State University 1999 — 2004
Bachelor of Arts, Journalism
Skyline College 1997 — 1999
Associate of Arts, Liberal Studies
Jerry Ryan's Wells Fargo Bank, N.A. Experience October 2013 - March 2015
Job Vice President, Territory Sales Manager at Valley National Bank
Industry Financial Services
Experience
Valley National Bank March 2015 - Present
Wells Fargo Bank NA October 2013 - March 2015
Wells Fargo Bank NA March 2010 - October 2014
Self Employed January 2009 - March 2010
Petroleum & Franchise Capital LLC 2007 - 2008
Lehman Brothers Bank 2006 - 2007
Wachovia January 2004 - December 2005
CIT 2000 - 2004
Amercian Express Business Finance (formerly AT&T Capital Corp) 1995 - 2000
Prudential Securities 1989 - 1995
Skills
Cold Calling, Building Relationships, Product Marketing, Credit Risk, Underwriting, Mortgage Lending, Financial Analysis, Real Estate, Analysis, Banking, Loans, Credit Analysis, Financial Services, Commercial Mortgages, Finance, Small Business, Sales, Funding, Business Development, Small Business Lending, Credit, New Business Development, Commercial Banking, Cash Flow, Asset Based Lending, Portfolio Management, Structured Finance
Education
The College of New Jersey 1977 — 1981
BS, Criminal Justice
Valley National Bank March 2015 - Present
Wells Fargo Bank NA October 2013 - March 2015
Wells Fargo Bank NA March 2010 - October 2014
Self Employed January 2009 - March 2010
Petroleum & Franchise Capital LLC 2007 - 2008
Lehman Brothers Bank 2006 - 2007
Wachovia January 2004 - December 2005
CIT 2000 - 2004
Amercian Express Business Finance (formerly AT&T Capital Corp) 1995 - 2000
Prudential Securities 1989 - 1995
Skills
Cold Calling, Building Relationships, Product Marketing, Credit Risk, Underwriting, Mortgage Lending, Financial Analysis, Real Estate, Analysis, Banking, Loans, Credit Analysis, Financial Services, Commercial Mortgages, Finance, Small Business, Sales, Funding, Business Development, Small Business Lending, Credit, New Business Development, Commercial Banking, Cash Flow, Asset Based Lending, Portfolio Management, Structured Finance
Education
The College of New Jersey 1977 — 1981
BS, Criminal Justice
Joy Pizarro Joy Pizarro's Wells Fargo Bank, N.A. Experience June 2008 - July 2011
Job Marketing at Stuck In July
Industry Marketing and Advertising
Experience
SIJ Online Boutique November 2008 - Present
Stuck In July May 2008 - Present
Wells Fargo Bank NA June 2008 - July 2011
Skills
Direct Marketing, Customer Relations, Advertising Sales
Education
University of Houston-Downtown 2007 — 2011
Business Administration, Marketing
University of Houston-Downtown
La Marque High School 2003 — 2007
La Marque High School
SIJ Online Boutique November 2008 - Present
Stuck In July May 2008 - Present
Wells Fargo Bank NA June 2008 - July 2011
Skills
Direct Marketing, Customer Relations, Advertising Sales
Education
University of Houston-Downtown 2007 — 2011
Business Administration, Marketing
University of Houston-Downtown
La Marque High School 2003 — 2007
La Marque High School
Cindy Duncan Cindy Duncan's Wells Fargo Bank, N.A. Experience April 1978 - August 2003
Job Reverse Mortgage Loan Officer/Consultant at Bank of America Reverse Mortgage
Industry Financial Services
Experience
Bank of America Reverse Mortgage April 2010 - Present
Wells Fargo Bank September 2001 - December 2009
Wells Fargo Bank, NA April 1978 - August 2003
Education
University of Nevada-Reno
B.A., Social Work
Bank of America Reverse Mortgage April 2010 - Present
Wells Fargo Bank September 2001 - December 2009
Wells Fargo Bank, NA April 1978 - August 2003
Education
University of Nevada-Reno
B.A., Social Work
Vinnicius Giolo's Wells Fargo Bank, N.A. Experience July 2011 - November 2012
Job Small Business Specialist
Industry Financial Services
Experience
U.S. Bank October 2013 - Present
Wells Fargo Bank N.A July 2011 - November 2012
Wells Fargo February 2011 - July 2011
Skills
Banking, Loans, Credit, Commercial Banking, Small Business Lending, Lines Of Credit, Wealth Management, Cross Selling, Consumer Lending, Commercial Lending, Retail Banking, Mortgage Banking, Relationship Management, Credit Cards, Refinance, Customer Service, FHA, Merchant Services, Insurance, Residential Mortgages, Deposits, Sales, Microsoft Excel, Credit Analysis
Education
Santa Rosa Junior College
TLHs
University of Phoenix
Business Management
U.S. Bank October 2013 - Present
Wells Fargo Bank N.A July 2011 - November 2012
Wells Fargo February 2011 - July 2011
Skills
Banking, Loans, Credit, Commercial Banking, Small Business Lending, Lines Of Credit, Wealth Management, Cross Selling, Consumer Lending, Commercial Lending, Retail Banking, Mortgage Banking, Relationship Management, Credit Cards, Refinance, Customer Service, FHA, Merchant Services, Insurance, Residential Mortgages, Deposits, Sales, Microsoft Excel, Credit Analysis
Education
Santa Rosa Junior College
TLHs
University of Phoenix
Business Management
Winnie Parcell/ Cloth Diaper Advocate Winnie Parcell/ Cloth Diaper Advocate's Wells Fargo Bank, N.A. Experience January 2009 - May 2010
Job President, sales and marketing executive/ Cloth diaper advocate
Industry Health, Wellness and Fitness
Experience
Sankofa Diapers, LLC March 2013 - Present
Bumz In Style LLC July 2012 - Present
Mountain America Credit Union August 2010 - July 2011
Wells Fargo Bank N.A January 2009 - May 2010
Skills
Sales, Organization, Social Networking, Marketing, Customer Service, Training, Microsoft Excel, Event Planning, Customer Satisfaction, Management, Leadership, Advertising, Recruiting, Teamwork, Analysis, Entrepreneurship, Public Relations, Social Media, Marketing Strategy, Social Media Marketing, Team Building, Coaching, Tax Accounting, Financial Accounting
Education
University of Ghana 2003 — 2007
Bachelor of Arts (B.A.), Linguistics
Aburi Girls' Secondary School 2000 — 2002
Sankofa Diapers, LLC March 2013 - Present
Bumz In Style LLC July 2012 - Present
Mountain America Credit Union August 2010 - July 2011
Wells Fargo Bank N.A January 2009 - May 2010
Skills
Sales, Organization, Social Networking, Marketing, Customer Service, Training, Microsoft Excel, Event Planning, Customer Satisfaction, Management, Leadership, Advertising, Recruiting, Teamwork, Analysis, Entrepreneurship, Public Relations, Social Media, Marketing Strategy, Social Media Marketing, Team Building, Coaching, Tax Accounting, Financial Accounting
Education
University of Ghana 2003 — 2007
Bachelor of Arts (B.A.), Linguistics
Aburi Girls' Secondary School 2000 — 2002
Stetson Owen Stetson Owen's Wells Fargo Bank, N.A. Experience November 2012 - Present
Job Business System Consultant at Wells Fargo Bank NA
Industry Information Technology and Services
Experience
Wells Fargo Bank NA November 2012 - Present
Wells Fargo June 2010 - September 2012
Check Into Cash February 2010 - June 2010
Skills
Business Requirements, Business Analysis, Loan Origination, SDLC, Mortgage Lending, SharePoint, Process Improvement, Microsoft Office, Social Networking, Visio, Systems Analysis, Production Support, Requirements Gathering, Requirements Analysis, Leadership, Analysis, Banking, Data Analysis, Support Systems, Reporting Systems, Schedules, System Requirements, Business Process, Microsoft Excel, Microsoft Word, JIRA, MS Excel Pivot Tables, Windows XP Pro, Windows 7, Windows Vista, Social Media, Online Social Networking, Mobile Social Networking, Outlook, Mortgage Banking, Retail, Android, Risk Management, Training, Quality Assurance, software support, User Acceptance Testing, Public Speaking
Education
William Jewell College 2009 — 2011
Religion/Religious Studies
University of Northern Iowa 2006 — 2008
General Studies
Indianola High School 2002 — 2006
Diploma
Wells Fargo Bank NA November 2012 - Present
Wells Fargo June 2010 - September 2012
Check Into Cash February 2010 - June 2010
Skills
Business Requirements, Business Analysis, Loan Origination, SDLC, Mortgage Lending, SharePoint, Process Improvement, Microsoft Office, Social Networking, Visio, Systems Analysis, Production Support, Requirements Gathering, Requirements Analysis, Leadership, Analysis, Banking, Data Analysis, Support Systems, Reporting Systems, Schedules, System Requirements, Business Process, Microsoft Excel, Microsoft Word, JIRA, MS Excel Pivot Tables, Windows XP Pro, Windows 7, Windows Vista, Social Media, Online Social Networking, Mobile Social Networking, Outlook, Mortgage Banking, Retail, Android, Risk Management, Training, Quality Assurance, software support, User Acceptance Testing, Public Speaking
Education
William Jewell College 2009 — 2011
Religion/Religious Studies
University of Northern Iowa 2006 — 2008
General Studies
Indianola High School 2002 — 2006
Diploma
Michael Lambrakis, CFP®'s Wells Fargo Bank, N.A. Experience January 2010 - July 2011
Job Portfolio Strategist / Investment Analyst at Beacon Pointe Advisors
Industry Financial Services
Experience
Beacon Pointe Advisors November 2013 - Present
Wells Fargo Advisors, LLC July 2011 - November 2013
Wells Fargo Bank, NA January 2010 - July 2011
Skills
Portfolio Management, Wealth Management, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Investment Advice, Investment Analysis
Education
University of California, Los Angeles 2007 — 2009
Bachelor of Arts, History
Newport Harbor High School 2000 — 2004
High School Diploma
Beacon Pointe Advisors November 2013 - Present
Wells Fargo Advisors, LLC July 2011 - November 2013
Wells Fargo Bank, NA January 2010 - July 2011
Skills
Portfolio Management, Wealth Management, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Investment Advice, Investment Analysis
Education
University of California, Los Angeles 2007 — 2009
Bachelor of Arts, History
Newport Harbor High School 2000 — 2004
High School Diploma
Susan Ginger Susan Ginger's Wells Fargo Bank, N.A. Experience January 2014 - Present
Job Senior Real Estate Industry Specialist at Wells Fargo Bank, NA
Industry Real Estate
Experience
Wells Fargo Bank, NA January 2014 - Present
The Muller Company January 2010 - July 2013
Wells Fargo Bank 2005 - 2009
Wells Fargo Bank 1997 - 2004
Wells Fargo Bank 1996 - 1997
Wells Fargo Bank 1995 - 1996
First Interstate Bank 1992 - 1996
First Interstate Bank 1992 - 1996
Wells Fargo Bank 1992 - 1995
Skills
Credit Analysis, Loans, Portfolio Management, Financial Analysis, Asset Management, Financial Modeling, Real Estate Economics, Real Estate, Mergers & Acquisitions, Structured Finance, Management, Underwriting
Education
William & Mary 1981 — 1985
B.B.A, Finance and Management
Commercial Credit Training
San Diego State University-California State University
M.B.A, Real Estate and Finance
Wells Fargo Bank, NA January 2014 - Present
The Muller Company January 2010 - July 2013
Wells Fargo Bank 2005 - 2009
Wells Fargo Bank 1997 - 2004
Wells Fargo Bank 1996 - 1997
Wells Fargo Bank 1995 - 1996
First Interstate Bank 1992 - 1996
First Interstate Bank 1992 - 1996
Wells Fargo Bank 1992 - 1995
Skills
Credit Analysis, Loans, Portfolio Management, Financial Analysis, Asset Management, Financial Modeling, Real Estate Economics, Real Estate, Mergers & Acquisitions, Structured Finance, Management, Underwriting
Education
William & Mary 1981 — 1985
B.B.A, Finance and Management
Commercial Credit Training
San Diego State University-California State University
M.B.A, Real Estate and Finance
David Massin's Wells Fargo Bank, N.A. Experience August 2011 - Present
Job Regional Private Banking Manager
Industry Financial Services
Experience
Wells Fargo Bank, NA August 2011 - Present
Northern Trust, NA June 2010 - August 2011
Northern Trust, NA May 2008 - June 2010
Skills
Financial Analysis, Banking, Wealth Management, Financial Planning, Investments, Real Estate, Portfolio Management, Business Planning, High Net Worth..., Asset Allocation, Strategic Planning, Microsoft Office, Financial Markets, Estate Planning, Mortgage Lending, Strategic Financial..., Finance, Wealth, Wealth Management..., Financial Services, Loans, Relationship Management, Financial Risk, Private Banking, Financial Advisory, Commercial Banking, Series 7, Credit, Asset Management, Commercial Lending, Investment Advisory
Education
Tulane University 1985 — 1989
Bachelor of Science Management, Accounting
Wells Fargo Bank, NA August 2011 - Present
Northern Trust, NA June 2010 - August 2011
Northern Trust, NA May 2008 - June 2010
Skills
Financial Analysis, Banking, Wealth Management, Financial Planning, Investments, Real Estate, Portfolio Management, Business Planning, High Net Worth..., Asset Allocation, Strategic Planning, Microsoft Office, Financial Markets, Estate Planning, Mortgage Lending, Strategic Financial..., Finance, Wealth, Wealth Management..., Financial Services, Loans, Relationship Management, Financial Risk, Private Banking, Financial Advisory, Commercial Banking, Series 7, Credit, Asset Management, Commercial Lending, Investment Advisory
Education
Tulane University 1985 — 1989
Bachelor of Science Management, Accounting
John C. Torres JT John C. Torres JT's Wells Fargo Bank, N.A. Experience August 2007 - Present
Job Bank ManagerWells Fargo/OwnerROCKADIVE AUSTIN LLC
Industry Banking
Experience
Wells Fargo Bank, NA August 2007 - Present
Wachovia Bank, N.A. August 2007 - June 2010
KEYE-TV 2003 - 2008
Edward Jones May 2007 - August 2007
Barton Creek Resort & Spa August 2005 - May 2007
Four Seasons Hotels and Resorts 1996 - 2005
Skills
Advertising, Financial Analysis, Strategic Financial..., Forecasting, Banking, Investments, Customer Service, Sales, Budget, Sales Management, Profit, Marketing, Credit, Coaching, Insurance, Team Building, Retail, Strategic Planning, Loans, Team Leadership
Education
Texas State University 1994 — 1995
Advertising
Tarrant County College 1992 — 1994
General Academics
Wells Fargo Bank, NA August 2007 - Present
Wachovia Bank, N.A. August 2007 - June 2010
KEYE-TV 2003 - 2008
Edward Jones May 2007 - August 2007
Barton Creek Resort & Spa August 2005 - May 2007
Four Seasons Hotels and Resorts 1996 - 2005
Skills
Advertising, Financial Analysis, Strategic Financial..., Forecasting, Banking, Investments, Customer Service, Sales, Budget, Sales Management, Profit, Marketing, Credit, Coaching, Insurance, Team Building, Retail, Strategic Planning, Loans, Team Leadership
Education
Texas State University 1994 — 1995
Advertising
Tarrant County College 1992 — 1994
General Academics
Tim Kreitzer Tim Kreitzer's Wells Fargo Bank, N.A. Experience January 2007 - Present
Job Senior Vice President, Business Banking Manager at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank, NA January 2007 - Present
Wells Fargo October 2001 - December 2006
Wells Fargo January 1998 - September 2001
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Lines Of Credit, Treasury Management, Commercial Mortgages, Portfolio Management, Credit Risk, Mortgage Lending, Underwriting, Loan Origination, Financial Analysis, Asset Based Lending, Consumer Lending, Cash Management, Wealth Management
Education
University of Houston 1987 — 1991
BS, Marketing
Wells Fargo Bank, NA January 2007 - Present
Wells Fargo October 2001 - December 2006
Wells Fargo January 1998 - September 2001
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Lines Of Credit, Treasury Management, Commercial Mortgages, Portfolio Management, Credit Risk, Mortgage Lending, Underwriting, Loan Origination, Financial Analysis, Asset Based Lending, Consumer Lending, Cash Management, Wealth Management
Education
University of Houston 1987 — 1991
BS, Marketing
Cliff Zachry Cliff Zachry's Wells Fargo Bank, N.A. Experience July 2008 - September 2011
Job Commercial/Corporate Real Estate Professional 512.745.4480 cliffzachry@gmail.com
Industry Commercial Real Estate
Experience
The Zachry Company October 2011 - Present
Wells Fargo Bank NA July 2008 - September 2011
The Zachry Company March 2005 - June 2008
Paul Gamel Associates, Inc. February 2001 - March 2005
CB Richard Ellis May 1996 - February 2001
Skills
Commercial Real Estate, Retail Site Selection, Lease Administration, Lease Negotiations, Daily Operations..., Financial Analysis, Operating Budgets, Acquisitions, Property Disposition, Strategic Planning, Third Party Vendor..., Risk Management, Deal Execution, Executive Reporting, Multi Tasking, Problem Solving, Communication, Strategic Thinking, reducing occupancy..., Creativity, Proactive self-starter, Contract Management, Teamwork, Business Development, Management, Real Estate, New Business Development, Due Diligence, Mergers & Acquisitions
Education
Texas Christian University 1986 — 1990
BBA, Business Management
The Zachry Company October 2011 - Present
Wells Fargo Bank NA July 2008 - September 2011
The Zachry Company March 2005 - June 2008
Paul Gamel Associates, Inc. February 2001 - March 2005
CB Richard Ellis May 1996 - February 2001
Skills
Commercial Real Estate, Retail Site Selection, Lease Administration, Lease Negotiations, Daily Operations..., Financial Analysis, Operating Budgets, Acquisitions, Property Disposition, Strategic Planning, Third Party Vendor..., Risk Management, Deal Execution, Executive Reporting, Multi Tasking, Problem Solving, Communication, Strategic Thinking, reducing occupancy..., Creativity, Proactive self-starter, Contract Management, Teamwork, Business Development, Management, Real Estate, New Business Development, Due Diligence, Mergers & Acquisitions
Education
Texas Christian University 1986 — 1990
BBA, Business Management
Jacob Sena Jacob Sena's Wells Fargo Bank, N.A. Experience October 2005 - November 2008
Job Retail Store Manager, Wells Fargo
Industry Banking
Experience
Wells Fargo November 2014 - Present
Wells Fargo December 2013 - Present
Bank of Albuquerque July 2013 - November 2013
BBVA Compass December 2008 - July 2013
Wells Fargo Bank NA October 2005 - November 2008
Wells Fargo Bank August 2002 - October 2005
Wells Fargo Bank December 1999 - August 2002
USS Mobile Bay 1990 - 1999
Skills
Small Business Lending, Consumer Lending, Specialized Programs, Mortgage Lending, Public Speaking, SBA, Series 6, Fixed Annuities, Residential Mortgages, First Time Home Buyers, Refinance, Portfolio Management, Relationship Management, Loan Origination, Loans, Commercial Lending, Small Business, Financial Analysis, Mortgage Banking, Commercial Banking, Credit, Credit Analysis, Banking, Retail Banking, Cross Selling, Merchant Services, Underwriting, Branch Management, Lines Of Credit
Education
University of Phoenix
Wells Fargo November 2014 - Present
Wells Fargo December 2013 - Present
Bank of Albuquerque July 2013 - November 2013
BBVA Compass December 2008 - July 2013
Wells Fargo Bank NA October 2005 - November 2008
Wells Fargo Bank August 2002 - October 2005
Wells Fargo Bank December 1999 - August 2002
USS Mobile Bay 1990 - 1999
Skills
Small Business Lending, Consumer Lending, Specialized Programs, Mortgage Lending, Public Speaking, SBA, Series 6, Fixed Annuities, Residential Mortgages, First Time Home Buyers, Refinance, Portfolio Management, Relationship Management, Loan Origination, Loans, Commercial Lending, Small Business, Financial Analysis, Mortgage Banking, Commercial Banking, Credit, Credit Analysis, Banking, Retail Banking, Cross Selling, Merchant Services, Underwriting, Branch Management, Lines Of Credit
Education
University of Phoenix
Jordan Loewer Jordan Loewer's Wells Fargo Bank, N.A. Experience July 2013 - May 2014
Job Consultant
Industry Financial Services
Experience
Wells Fargo Bank NA July 2013 - May 2014
Coit Capital Securities January 2012 - November 2013
Windfall Securities LLC fka Iron Capital Securities October 2010 - October 2012
McKim Capital Inc January 2000 - December 2010
BrightStar Information Technology Group Inc April 2006 - April 2009
Self Employed January 1998 - December 1999
Bank of America January 1985 - April 1998
Skills
Securities, Capital Markets, Auditing, Audit, Compliance, Risk Management, Analysis, Mergers, Due Diligence, Operations Management, Banking, Change Management, Internal Audit, Risk Mitigation, Internal Controls, Process Improvement, Program Management, Mergers & Acquisitions, Derivatives, Accounting, Private Equity, Finance, Investments
Education
San Francisco State University 1971 — 1978
Master's Degree, English Literature, Course work only
Syracuse University 1967 — 1971
BA, English Literature
Bayside High School 1964 — 1967
Wells Fargo Bank NA July 2013 - May 2014
Coit Capital Securities January 2012 - November 2013
Windfall Securities LLC fka Iron Capital Securities October 2010 - October 2012
McKim Capital Inc January 2000 - December 2010
BrightStar Information Technology Group Inc April 2006 - April 2009
Self Employed January 1998 - December 1999
Bank of America January 1985 - April 1998
Skills
Securities, Capital Markets, Auditing, Audit, Compliance, Risk Management, Analysis, Mergers, Due Diligence, Operations Management, Banking, Change Management, Internal Audit, Risk Mitigation, Internal Controls, Process Improvement, Program Management, Mergers & Acquisitions, Derivatives, Accounting, Private Equity, Finance, Investments
Education
San Francisco State University 1971 — 1978
Master's Degree, English Literature, Course work only
Syracuse University 1967 — 1971
BA, English Literature
Bayside High School 1964 — 1967
Jill Holleran Jill Holleran's Wells Fargo Bank, N.A. Experience February 2011 - January 2014
Job at
Industry Retail
Experience
Wells Fargo January 2014 - Present
Wells Fargo Bank, Na February 2011 - January 2014
Wells Fargo Bank August 2010 - February 2012
J.C.Penney June 2008 - April 2010
JCPenney 2008 - 2010
J.C.Penney January 2008 - June 2008
White House/Black Market October 2006 - December 2007
Macy*s November 2005 - October 2006
Education
University of Arizona 2000 — 2004
BA, Political Science, Business
Wells Fargo January 2014 - Present
Wells Fargo Bank, Na February 2011 - January 2014
Wells Fargo Bank August 2010 - February 2012
J.C.Penney June 2008 - April 2010
JCPenney 2008 - 2010
J.C.Penney January 2008 - June 2008
White House/Black Market October 2006 - December 2007
Macy*s November 2005 - October 2006
Education
University of Arizona 2000 — 2004
BA, Political Science, Business
Robert Babiak Robert Babiak's Wells Fargo Bank, N.A. Experience March 2007 - November 2009
Job Package Car Driver at UPS
Industry Banking
Experience
UPS October 2012 - Present
State Street Bank January 2011 - October 2012
State of Delaware February 2010 - December 2010
Look What Mom Found...and Dad too! 2008 - 2010
Wells Fargo Bank NA March 2007 - November 2009
PFPC May 2006 - February 2007
Wilmington Trust Company January 2005 - May 2006
Wilmington Trust Company March 2003 - January 2005
HSBC Overseas Bank March 2001 - March 2003
J.P. MORGAN March 2000 - March 2001
Skills
Securities, Fixed Income, Invoicing, Auditing, Portfolio Management, Swaps, Equities, Bonds, Financial Services, Budgets, Financial Risk, Finance, Trading, Investments, Options, Mutual Funds, Analysis, Accounting, Funding, Account Reconciliation
Education
Richard Stockton College of New Jersey 1992 — 1996
Bachelor's degree, Finance, General
UPS October 2012 - Present
State Street Bank January 2011 - October 2012
State of Delaware February 2010 - December 2010
Look What Mom Found...and Dad too! 2008 - 2010
Wells Fargo Bank NA March 2007 - November 2009
PFPC May 2006 - February 2007
Wilmington Trust Company January 2005 - May 2006
Wilmington Trust Company March 2003 - January 2005
HSBC Overseas Bank March 2001 - March 2003
J.P. MORGAN March 2000 - March 2001
Skills
Securities, Fixed Income, Invoicing, Auditing, Portfolio Management, Swaps, Equities, Bonds, Financial Services, Budgets, Financial Risk, Finance, Trading, Investments, Options, Mutual Funds, Analysis, Accounting, Funding, Account Reconciliation
Education
Richard Stockton College of New Jersey 1992 — 1996
Bachelor's degree, Finance, General
Tim Engberg's Wells Fargo Bank, N.A. Experience April 2011 - Present
Job Analytics Consultant III at Wells Fargo Bank NA
Industry Information Technology and Services
Experience
Wells Fargo Bank NA April 2011 - Present
Zachry Construction Corp. July 2007 - August 2009
Capitol Aggregates, Ltd. January 1981 - July 2007
Education
Texas A&M University - CED 1995 — 1995
San Antonio College 1981 — 1988
Assoc. Applied Science, Computer Programming
Wells Fargo Bank NA April 2011 - Present
Zachry Construction Corp. July 2007 - August 2009
Capitol Aggregates, Ltd. January 1981 - July 2007
Education
Texas A&M University - CED 1995 — 1995
San Antonio College 1981 — 1988
Assoc. Applied Science, Computer Programming
Daniel Hoover Daniel Hoover's Wells Fargo Bank, N.A. Experience January 1996 - July 2003
Job
Industry Investment Management
Experience
BlackRock December 2011 - Present
BlackRock December 2009 - December 2011
Barclays Global Investors March 2008 - December 2009
Ernst & Young LLP September 2005 - March 2008
ABN AMRO WCS Services Business Management June 2004 - August 2004
Wells Fargo Bank NA January 1996 - July 2003
Skills
Asset Management, Portfolio Management, Fixed Income, Mutual Funds, Banking, Investments, ETFs, Financial Modeling, Financial Analysis, Risk Management, Securities, Asset Managment, Equities, Financial Services, Due Diligence, Mergers & Acquisitions, Management, Asset Allocation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2005
MBA
University of California San Diego 1992 — 1996
BA
BlackRock December 2011 - Present
BlackRock December 2009 - December 2011
Barclays Global Investors March 2008 - December 2009
Ernst & Young LLP September 2005 - March 2008
ABN AMRO WCS Services Business Management June 2004 - August 2004
Wells Fargo Bank NA January 1996 - July 2003
Skills
Asset Management, Portfolio Management, Fixed Income, Mutual Funds, Banking, Investments, ETFs, Financial Modeling, Financial Analysis, Risk Management, Securities, Asset Managment, Equities, Financial Services, Due Diligence, Mergers & Acquisitions, Management, Asset Allocation
Education
University of Notre Dame - Mendoza College of Business 2003 — 2005
MBA
University of California San Diego 1992 — 1996
BA
Prakash Mathew Thomas Prakash Mathew Thomas's Wells Fargo Bank, N.A. Experience December 2006 - November 2011
Job Relationship Manager Private Client Group / Asst Vice President
Industry Financial Services
Experience
PNC November 2011 - Present
Wells Fargo Financial December 2006 - November 2011
Wells Fargo Bank NA December 2006 - November 2011
Al Baraka Group November 2001 - August 2006
Al Zayani Group November 1999 - October 2001
Damas Jewelry January 1998 - October 1999
SB&T International January 1995 - November 1998
Education
Jones International 2010 — 2011
MBA, Forensic Audit
Jones International 2009 — 2010
MBA, Accounting
St Peters school mazagoan 1994 — 1999
University of Mumbai 1993 — 1996
commerce
University of Mumbai
Bachelor of Commerce, Accounting and Finance
PNC November 2011 - Present
Wells Fargo Financial December 2006 - November 2011
Wells Fargo Bank NA December 2006 - November 2011
Al Baraka Group November 2001 - August 2006
Al Zayani Group November 1999 - October 2001
Damas Jewelry January 1998 - October 1999
SB&T International January 1995 - November 1998
Education
Jones International 2010 — 2011
MBA, Forensic Audit
Jones International 2009 — 2010
MBA, Accounting
St Peters school mazagoan 1994 — 1999
University of Mumbai 1993 — 1996
commerce
University of Mumbai
Bachelor of Commerce, Accounting and Finance
Chaz Engan Chaz Engan's Wells Fargo Bank, N.A. Experience January 2007 - Present
Job Application Systems Engineer at Wells Fargo Bank
Industry Computer Software
Experience
Wells Fargo Bank, NA January 2007 - Present
CSC August 2000 - July 2006
Computer Sciences Corporation 2003 - 2006
Alysis Technologies February 1997 - August 2000
IA Corporation 1998 - 2000
Integrated Automation February 1982 - February 1997
Skills
Software Engineering, Unix, Software Development, Shell Scripting, Java, Programming, Perl, C++, Integration, PMP, Architecture, Agile Methodologies, SQL, SDLC, Cloud Computing, Leadership, XML, Singing, Python
Education
University of California, Berkeley 1977 — 1981
BA, Computer Science
Wells Fargo Bank, NA January 2007 - Present
CSC August 2000 - July 2006
Computer Sciences Corporation 2003 - 2006
Alysis Technologies February 1997 - August 2000
IA Corporation 1998 - 2000
Integrated Automation February 1982 - February 1997
Skills
Software Engineering, Unix, Software Development, Shell Scripting, Java, Programming, Perl, C++, Integration, PMP, Architecture, Agile Methodologies, SQL, SDLC, Cloud Computing, Leadership, XML, Singing, Python
Education
University of California, Berkeley 1977 — 1981
BA, Computer Science
Jace Brendle Jace Brendle's Wells Fargo Bank, N.A. Experience December 2003 - March 2005
Job Integrated Marketing Manager at Code42
Industry Marketing and Advertising
Experience
Code42 January 2013 - Present
Code 42 January 2012 - Present
Group O March 2011 - September 2011
Streicher's March 2005 - March 2011
Wayzata Country Club, Food Service January 1997 - April 2010
Wells Fargo Bank NA December 2003 - March 2005
Metrocall Inc December 2000 - May 2002
Mulligans 1994 - 1998
Skills
SEO, Email Marketing, Analytics, SEM, Online Marketing, PPC, Web Analytics, Social Media Marketing, Google Analytics, Google Adwords, Digital Marketing, E-commerce, Online Advertising, Lead Generation, Digital Strategy, Interactive Marketing, Newsletters, Marketing Communications, Web Marketing, Account Management, Marketing, Strategic Partnerships, Sales, Marketing Strategy, Integrated Marketing
Education
University of Minnesota - Carlson School of Management 1996 — 2000
B.S., Marketing/Finance
Code42 January 2013 - Present
Code 42 January 2012 - Present
Group O March 2011 - September 2011
Streicher's March 2005 - March 2011
Wayzata Country Club, Food Service January 1997 - April 2010
Wells Fargo Bank NA December 2003 - March 2005
Metrocall Inc December 2000 - May 2002
Mulligans 1994 - 1998
Skills
SEO, Email Marketing, Analytics, SEM, Online Marketing, PPC, Web Analytics, Social Media Marketing, Google Analytics, Google Adwords, Digital Marketing, E-commerce, Online Advertising, Lead Generation, Digital Strategy, Interactive Marketing, Newsletters, Marketing Communications, Web Marketing, Account Management, Marketing, Strategic Partnerships, Sales, Marketing Strategy, Integrated Marketing
Education
University of Minnesota - Carlson School of Management 1996 — 2000
B.S., Marketing/Finance
Brad Tichenor Brad Tichenor's Wells Fargo Bank, N.A. Experience April 2004 - December 2006
Job Assistant Vice PresidentHome Mortgage Group with Partners Federal Credit Union
Industry Financial Services
Experience
Partners Federal Credit Union June 2010 - Present
PHH Mortgage July 2008 - June 2010
Wells Fargo Home Mortgage December 2006 - May 2008
Wells Fargo Bank, NA April 2004 - December 2006
SunTrust Bank September 1997 - April 2004
SunTrust Bank August 1990 - September 1997
Skills
Sales Management, Mortgage, Banking, Loans, Refinance, Credit, New Business Development, Team Building, Strategic Planning
Education
Credit Union National Association (CUNA) 2013 — 2015
Credit Union Business Lending Professional (CUBLP) Certification, Business and Commercial Lending
University of Phoenix 2011 — 2013
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Valencia College 1992 — 1994
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Partners Federal Credit Union June 2010 - Present
PHH Mortgage July 2008 - June 2010
Wells Fargo Home Mortgage December 2006 - May 2008
Wells Fargo Bank, NA April 2004 - December 2006
SunTrust Bank September 1997 - April 2004
SunTrust Bank August 1990 - September 1997
Skills
Sales Management, Mortgage, Banking, Loans, Refinance, Credit, New Business Development, Team Building, Strategic Planning
Education
Credit Union National Association (CUNA) 2013 — 2015
Credit Union Business Lending Professional (CUBLP) Certification, Business and Commercial Lending
University of Phoenix 2011 — 2013
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Valencia College 1992 — 1994
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
arben hamiti arben hamiti's Wells Fargo Bank, N.A. Experience November 2004 - August 2008
Job Relationship Manager at JP Morgan Chase
Industry Investment Banking
Experience
JP Morgan Chase July 2009 - Present
Pacific National Bank September 2008 - June 2009
Wells Fargo Bank, NA November 2004 - August 2008
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Small Business Lending, Credit Analysis, Banking, Portfolio Management, Relationship Management, Treasury Management, Cash Management, Credit Risk, Investments, Financial Services, Lines Of Credit, Loan Origination, Private Banking, Wealth Management, Underwriting, Finance, Financial Risk, Financial Analysis, Funding, Strategic Financial..., Investment Banking, Risk Management
Education
University Of Prishtina (Kosovo) 1996 — 2008
Undeclared- Economics College (Fakulteti Ekonomik)
University of California, Berkeley 1999 — 2002
Economics, Political Economy of Industrial Societies (PEIS).
JP Morgan Chase July 2009 - Present
Pacific National Bank September 2008 - June 2009
Wells Fargo Bank, NA November 2004 - August 2008
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Small Business Lending, Credit Analysis, Banking, Portfolio Management, Relationship Management, Treasury Management, Cash Management, Credit Risk, Investments, Financial Services, Lines Of Credit, Loan Origination, Private Banking, Wealth Management, Underwriting, Finance, Financial Risk, Financial Analysis, Funding, Strategic Financial..., Investment Banking, Risk Management
Education
University Of Prishtina (Kosovo) 1996 — 2008
Undeclared- Economics College (Fakulteti Ekonomik)
University of California, Berkeley 1999 — 2002
Economics, Political Economy of Industrial Societies (PEIS).
Jeremy Whittlesey Jeremy Whittlesey's Wells Fargo Bank, N.A. Experience July 2006 - July 2012
Job VP, Sr. Business Banking Deposit Product Manager at Huntington National Bank
Industry Banking
Experience
Huntington National Bank July 2014 - Present
Huntington National Bank June 2012 - July 2014
Wells Fargo Bank, NA July 2006 - July 2012
Wells Fargo Bank, NA September 2003 - July 2006
Wells Fargo Bank, NA September 2002 - August 2003
Repacorp Label Products May 2002 - August 2002
Skills
Financial Analysis, Operational Excellence, Operations Management, Project Execution, Data Analysis, Process Improvement, Customer Service, Mortgage Banking, Project Management, Leadership, Finance, Banking, Loans, Business Analysis, Risk Management, Mortgage Lending
Education
University of Findlay 1998 — 2002
Bachelor of Science, Technology Management and Business Application Consulting
Huntington National Bank July 2014 - Present
Huntington National Bank June 2012 - July 2014
Wells Fargo Bank, NA July 2006 - July 2012
Wells Fargo Bank, NA September 2003 - July 2006
Wells Fargo Bank, NA September 2002 - August 2003
Repacorp Label Products May 2002 - August 2002
Skills
Financial Analysis, Operational Excellence, Operations Management, Project Execution, Data Analysis, Process Improvement, Customer Service, Mortgage Banking, Project Management, Leadership, Finance, Banking, Loans, Business Analysis, Risk Management, Mortgage Lending
Education
University of Findlay 1998 — 2002
Bachelor of Science, Technology Management and Business Application Consulting
Bess Kessinger's Wells Fargo Bank, N.A. Experience October 2010 - April 2014
Job Commercial Real Estate Finance
Industry Financial Services
Experience
Wells Fargo Bank, NA October 2010 - April 2014
Wells Fargo Bank October 2010 - April 2014
Q10 Triad Capital Advisors May 2003 - October 2010
US Bank February 1994 - May 2003
Skills
Commercial Lending, Brokerage, Real Estate, Commercial Mortgages, Real Estate Transactions, Disposition, Investment Properties, Commercial Real Estate, Leases, Real Estate Economics, Investments, Loan Origination, Loans, Real Estate Financing
Education
The University of Kansas 1980 — 1984
BS, Journalism
Wells Fargo Bank, NA October 2010 - April 2014
Wells Fargo Bank October 2010 - April 2014
Q10 Triad Capital Advisors May 2003 - October 2010
US Bank February 1994 - May 2003
Skills
Commercial Lending, Brokerage, Real Estate, Commercial Mortgages, Real Estate Transactions, Disposition, Investment Properties, Commercial Real Estate, Leases, Real Estate Economics, Investments, Loan Origination, Loans, Real Estate Financing
Education
The University of Kansas 1980 — 1984
BS, Journalism
Benjamin Zoss Benjamin Zoss's Wells Fargo Bank, N.A. Experience August 2002 - Present
Job PC LAN Analyst at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA August 2002 - Present
Programming January 1999 - January 2003
XUMA 1997 - 1999
Skills
Programming, Agile Methodologies, SQL, XML, Windows, Software Engineering, MySQL, Disaster Recovery, CSS, Unix, Databases, Java, Information Security, TSO, Apache, System Administration, SharePoint, Tomcat, Security, Windows Server, Integration, Active Directory, Database Design, Java Enterprise Edition, Software Development, Software Design
Education
University of Iowa 1992 — 1999
BS, Computer Science
Wells Fargo Bank NA August 2002 - Present
Programming January 1999 - January 2003
XUMA 1997 - 1999
Skills
Programming, Agile Methodologies, SQL, XML, Windows, Software Engineering, MySQL, Disaster Recovery, CSS, Unix, Databases, Java, Information Security, TSO, Apache, System Administration, SharePoint, Tomcat, Security, Windows Server, Integration, Active Directory, Database Design, Java Enterprise Edition, Software Development, Software Design
Education
University of Iowa 1992 — 1999
BS, Computer Science
Adrian Levinson Adrian Levinson's Wells Fargo Bank, N.A. Experience August 2011 - September 2011
Job Sr. Project Manager at AT&T
Industry Information Technology and Services
Experience
AT&T November 2012 - August 2015
Emergint Technologies February 2012 - October 2012
Wells Fargo Bank NA August 2011 - September 2011
Green & Yellow Co. LLC June 2008 - March 2011
Credigy Solutions Inc. October 2003 - May 2008
Nextel Telecom (NII -Brazil) December 1999 - November 2001
UNDP (United Nations Program Development) March 1997 - August 1999
CNPq - MCT 1986 - 1990
Skills
Business Intelligence, Business Analysis, ITIL, IT Management, Microsoft SQL Server, Telecommunications, Data Warehousing, IT Service Management, SharePoint, Software Project..., SQL, Visio, PMP, Call Center, Business Process, Project Management, MS Project, Agile Methodologies, Infrastructure, Process Improvement, Solution Architecture, Change Management, Systems Analysis, Disaster Recovery, Leadership, Project Planning, Management, Business Process..., Databases, Integration, Strategy, Data Modeling, IT Strategy, Requirements Analysis, Enterprise Architecture, Call Centers, Cloud Computing, Analytics, Innovation Consulting, Technological Innovation, Innovation Management, Telecommunications..., Telecommunications..., Enterprise Software, SaaS, VoIP, Security, PMO, Oracle, Vendor Management
Education
Universidade de São Paulo 1973 — 1979
Bachelor, Industrial Engineering
Georgia Institute of Technology - Georgia Tech College of Management
AT&T November 2012 - August 2015
Emergint Technologies February 2012 - October 2012
Wells Fargo Bank NA August 2011 - September 2011
Green & Yellow Co. LLC June 2008 - March 2011
Credigy Solutions Inc. October 2003 - May 2008
Nextel Telecom (NII -Brazil) December 1999 - November 2001
UNDP (United Nations Program Development) March 1997 - August 1999
CNPq - MCT 1986 - 1990
Skills
Business Intelligence, Business Analysis, ITIL, IT Management, Microsoft SQL Server, Telecommunications, Data Warehousing, IT Service Management, SharePoint, Software Project..., SQL, Visio, PMP, Call Center, Business Process, Project Management, MS Project, Agile Methodologies, Infrastructure, Process Improvement, Solution Architecture, Change Management, Systems Analysis, Disaster Recovery, Leadership, Project Planning, Management, Business Process..., Databases, Integration, Strategy, Data Modeling, IT Strategy, Requirements Analysis, Enterprise Architecture, Call Centers, Cloud Computing, Analytics, Innovation Consulting, Technological Innovation, Innovation Management, Telecommunications..., Telecommunications..., Enterprise Software, SaaS, VoIP, Security, PMO, Oracle, Vendor Management
Education
Universidade de São Paulo 1973 — 1979
Bachelor, Industrial Engineering
Georgia Institute of Technology - Georgia Tech College of Management
Benny Simon Benny Simon's Wells Fargo Bank, N.A. Experience December 2010 - December 2012
Job Assistant Vice President
Industry Financial Services
Experience
Bank of America January 2013 - Present
Wells Fargo Bank, NA December 2010 - December 2012
Canon Financial Services November 2005 - December 2010
Citizens Bank April 2002 - October 2005
Skills
Account Management, Sales Operations, Sales Process, Selling, Sales, Management, New Business Development, Cold Calling, Sales Management, Customer Satisfaction, Banking, Budgets, Program Management, Customer Service, Pricing, Call Centers, Human Resources, Performance Management, Employee Training, Time Management, Retail
Education
Temple University - Fox School of Business and Management
Business MGMT, Marketing / Finance
Bank of America January 2013 - Present
Wells Fargo Bank, NA December 2010 - December 2012
Canon Financial Services November 2005 - December 2010
Citizens Bank April 2002 - October 2005
Skills
Account Management, Sales Operations, Sales Process, Selling, Sales, Management, New Business Development, Cold Calling, Sales Management, Customer Satisfaction, Banking, Budgets, Program Management, Customer Service, Pricing, Call Centers, Human Resources, Performance Management, Employee Training, Time Management, Retail
Education
Temple University - Fox School of Business and Management
Business MGMT, Marketing / Finance
Ryan Stichka's Wells Fargo Bank, N.A. Experience February 2015 - Present
Job Service Manager 1 (Lo) at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank N.A. February 2015 - Present
Wells Fargo Bank, N.A. September 2013 - January 2015
Wells Fargo Bank, NA October 2012 - January 2013
Philadelphia Trolley Works April 2012 - September 2012
Philadelphia Trolley Works May 2009 - April 2012
Skills
Operations Management, Customer Service, Customer Experience, Sales, Sales Management, Problem Solving, Critical Thinking, Writing, Reasoning Skills, Research, Management
Education
Temple University 2008 — 2012
Bachelor of Arts (B.A.), American History (United States)
Metropolitan Community College-Omaha, NE 2005 — 2008
General Studies, General Studies
Wells Fargo Bank N.A. February 2015 - Present
Wells Fargo Bank, N.A. September 2013 - January 2015
Wells Fargo Bank, NA October 2012 - January 2013
Philadelphia Trolley Works April 2012 - September 2012
Philadelphia Trolley Works May 2009 - April 2012
Skills
Operations Management, Customer Service, Customer Experience, Sales, Sales Management, Problem Solving, Critical Thinking, Writing, Reasoning Skills, Research, Management
Education
Temple University 2008 — 2012
Bachelor of Arts (B.A.), American History (United States)
Metropolitan Community College-Omaha, NE 2005 — 2008
General Studies, General Studies
Avalon-Rose Wehe-Moody Avalon-Rose Wehe-Moody's Wells Fargo Bank, N.A. Experience May 2009 - April 2010
Job Doing my best since 2002, and it shows in my results!
Industry Apparel & Fashion
Experience
Custom Landscape Management July 2013 - Present
francesca’s® July 2014 - March 2015
Wet Seal, Inc April 2014 - July 2014
Arden B/ Wet Seal Inc. July 2013 - April 2014
Big Lots October 2012 - June 2013
SWAK May 2011 - September 2011
Jessica McClintock Inc. June 2010 - October 2010
Wells Fargo Bank, NA May 2009 - April 2010
Target Corporation December 2007 - April 2009
Lenscrafters, Luxxoittica Retail August 2007 - December 2007
Skills
PowerPoint, Microsoft Word, Customer Experience, Retail, Merchandising, Store Management, Inventory Management, Time Management, Microsoft Office, Fashion, Microsoft Excel, Social Media, Retail Sales, Event Planning, Marketing, Outlook, Sales Management, Customer Retention, Team Leadership, Interviews, Inventory Control, Driving Results, Social Networking, Cashiering, Teamwork, Hiring, Store Operations, New Store Openings, Team Building, Coaching, Shrinkage, Employee Training, Social Media Marketing, Profit, Planograms, POS, New Store Development, Telephone Skills, Big Box, Trend Analysis, Cash Register, Window Displays, Associate Development, Styling, Product Knowledge, New Hire Training, People Development, Performance Management, Visual Merchandising, Loss Prevention
Education
Sacramento City College 2003 — 2012
N/A, Communications
Sacramento Senior High School 1999 — 2003
High School Diploma, Visual & Performing Arts/ General Education
Custom Landscape Management July 2013 - Present
francesca’s® July 2014 - March 2015
Wet Seal, Inc April 2014 - July 2014
Arden B/ Wet Seal Inc. July 2013 - April 2014
Big Lots October 2012 - June 2013
SWAK May 2011 - September 2011
Jessica McClintock Inc. June 2010 - October 2010
Wells Fargo Bank, NA May 2009 - April 2010
Target Corporation December 2007 - April 2009
Lenscrafters, Luxxoittica Retail August 2007 - December 2007
Skills
PowerPoint, Microsoft Word, Customer Experience, Retail, Merchandising, Store Management, Inventory Management, Time Management, Microsoft Office, Fashion, Microsoft Excel, Social Media, Retail Sales, Event Planning, Marketing, Outlook, Sales Management, Customer Retention, Team Leadership, Interviews, Inventory Control, Driving Results, Social Networking, Cashiering, Teamwork, Hiring, Store Operations, New Store Openings, Team Building, Coaching, Shrinkage, Employee Training, Social Media Marketing, Profit, Planograms, POS, New Store Development, Telephone Skills, Big Box, Trend Analysis, Cash Register, Window Displays, Associate Development, Styling, Product Knowledge, New Hire Training, People Development, Performance Management, Visual Merchandising, Loss Prevention
Education
Sacramento City College 2003 — 2012
N/A, Communications
Sacramento Senior High School 1999 — 2003
High School Diploma, Visual & Performing Arts/ General Education
Carolyn Storey Carolyn Storey's Wells Fargo Bank, N.A. Experience December 2006 - March 2012
Job VP, Business Systems Consultant Manager Data Quality and Governance at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo February 2015 - Present
Wells Fargo March 2012 - Present
Wells Fargo Bank, NA December 2006 - March 2012
Wells Fargo Home Mortgage January 2006 - December 2006
Wells Fargo Bank March 2004 - December 2006
Wells Fargo July 2002 - March 2004
Skills
Project Management, Integration, SDLC, Quality Assurance, Process Improvement, Leadership, Requirements Gathering, Release Management, Testing, Business Process, Vendor Management, Visio, Consulting, Requirements Management, Production Support, Test Management, Business Analysis, User Acceptance Testing, PMO, Data Analysis, Data Migration, Data Integrity, Banking, Management, Business Requirements
Education
University of Minnesota-Twin Cities 1995 — 2001
BIS, Business/Industry Education and Communications
Wells Fargo February 2015 - Present
Wells Fargo March 2012 - Present
Wells Fargo Bank, NA December 2006 - March 2012
Wells Fargo Home Mortgage January 2006 - December 2006
Wells Fargo Bank March 2004 - December 2006
Wells Fargo July 2002 - March 2004
Skills
Project Management, Integration, SDLC, Quality Assurance, Process Improvement, Leadership, Requirements Gathering, Release Management, Testing, Business Process, Vendor Management, Visio, Consulting, Requirements Management, Production Support, Test Management, Business Analysis, User Acceptance Testing, PMO, Data Analysis, Data Migration, Data Integrity, Banking, Management, Business Requirements
Education
University of Minnesota-Twin Cities 1995 — 2001
BIS, Business/Industry Education and Communications
Mary C. Gerdes Mary C. Gerdes's Wells Fargo Bank, N.A. Experience June 1997 - December 2002
Job Commercial Market Manager at INTRUST Bank
Industry Banking
Experience
INTRUST Bank April 2015 - Present
US Bank May 2012 - April 2015
MCG Bank Consulting July 2011 - May 2012
Nebraska Bank of Commerce f/k/a Community Bank of Lincoln March 2007 - July 2011
Arbor Bank f/k/a Otoe County Bank & Trust December 2002 - March 2007
Capitol Bancorp 2007 - 2007
Wells Fargo Bank NA June 1997 - December 2002
First Commerce Bancshares 1992 - 1997
Overland National Bank 1974 - 1992
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Commercial Lending, Leadership, Portfolio Management, Underwriting, Relationship Management, Management, Mortgage Lending, Financial Services, Risk Management, Retail Banking, Small Business Lending, Finance, Loan Origination, Financial Analysis, Executive Management, Wealth Management, Credit Risk, Financial Institutions, Bank Management, Investments, Refinance, Commercial Mortgages, Financial Risk, Lines Of Credit, Business Development, Policy Review, Internet Banking, Credit Cards, Asset Based Lending, Cross Selling, Strategic Financial..., Sales, Cash Management, Bank Consulting, Facilities Management, Entrepreneurship, Small Business, Payments, Facilities Planning, Employee Development, Growth Initiatives, Independent Loan Review, Salesforce.com, Asset Management
Education
University of Nebraska-Lincoln 1992 — 1997
Business
INTRUST Bank April 2015 - Present
US Bank May 2012 - April 2015
MCG Bank Consulting July 2011 - May 2012
Nebraska Bank of Commerce f/k/a Community Bank of Lincoln March 2007 - July 2011
Arbor Bank f/k/a Otoe County Bank & Trust December 2002 - March 2007
Capitol Bancorp 2007 - 2007
Wells Fargo Bank NA June 1997 - December 2002
First Commerce Bancshares 1992 - 1997
Overland National Bank 1974 - 1992
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Commercial Lending, Leadership, Portfolio Management, Underwriting, Relationship Management, Management, Mortgage Lending, Financial Services, Risk Management, Retail Banking, Small Business Lending, Finance, Loan Origination, Financial Analysis, Executive Management, Wealth Management, Credit Risk, Financial Institutions, Bank Management, Investments, Refinance, Commercial Mortgages, Financial Risk, Lines Of Credit, Business Development, Policy Review, Internet Banking, Credit Cards, Asset Based Lending, Cross Selling, Strategic Financial..., Sales, Cash Management, Bank Consulting, Facilities Management, Entrepreneurship, Small Business, Payments, Facilities Planning, Employee Development, Growth Initiatives, Independent Loan Review, Salesforce.com, Asset Management
Education
University of Nebraska-Lincoln 1992 — 1997
Business
Bilal Akram Bilal Akram's Wells Fargo Bank, N.A. Experience June 2015 - Present
Job Supervisor Card Operations
Industry Banking
Experience
Wells Fargo Bank NA June 2015 - Present
Simpex BPO April 2014 - April 2015
Scicom (MSC) Bhd August 2012 - December 2013
trg tech September 2011 - July 2012
SAP January 2010 - September 2011
Ovex Technologies December 2009 - December 2010
i2c Inc. December 2008 - December 2009
Ovex Technologies May 2005 - December 2008
Westpac May 2004 - May 2005
Worldcall Telecom Limited May 2003 - May 2004
Skills
BPO, Call Center, Workforce Management, Customer Satisfaction, Inbound Marketing, Soft Skills, Team Management, Contact Center..., Service Delivery, CRM, Outsourcing, Customer Retention, Lead Generation, Customer Services, Operations Management, Microsoft Office, Leadership, Marketing, Networking, Call Centers, Performance Management, Quality Assurance, Human Resources, Team Building, Recruiting, Customer Service, Customer Experience, Account Management, Telemarketing, Teamwork, Management, Analysis, Business Development
Education
ACCA (UK) 2009 — 2013
ACCA, Auditing, 1st Attempt
University of Central Punjab 2006 — 2008
Master's Degree, Business And Finance, 3.4 CGPA
University of the Punjab, Lahore 2003 — 2005
Bachelor's Degree, Business And Finance, 3.6 CGPA
Forman Christian College 2001 — 2003
ICS, Computer, A+
St Anthony's High School 1990 — 2001
Metric, Science, A+
Wells Fargo Bank NA June 2015 - Present
Simpex BPO April 2014 - April 2015
Scicom (MSC) Bhd August 2012 - December 2013
trg tech September 2011 - July 2012
SAP January 2010 - September 2011
Ovex Technologies December 2009 - December 2010
i2c Inc. December 2008 - December 2009
Ovex Technologies May 2005 - December 2008
Westpac May 2004 - May 2005
Worldcall Telecom Limited May 2003 - May 2004
Skills
BPO, Call Center, Workforce Management, Customer Satisfaction, Inbound Marketing, Soft Skills, Team Management, Contact Center..., Service Delivery, CRM, Outsourcing, Customer Retention, Lead Generation, Customer Services, Operations Management, Microsoft Office, Leadership, Marketing, Networking, Call Centers, Performance Management, Quality Assurance, Human Resources, Team Building, Recruiting, Customer Service, Customer Experience, Account Management, Telemarketing, Teamwork, Management, Analysis, Business Development
Education
ACCA (UK) 2009 — 2013
ACCA, Auditing, 1st Attempt
University of Central Punjab 2006 — 2008
Master's Degree, Business And Finance, 3.4 CGPA
University of the Punjab, Lahore 2003 — 2005
Bachelor's Degree, Business And Finance, 3.6 CGPA
Forman Christian College 2001 — 2003
ICS, Computer, A+
St Anthony's High School 1990 — 2001
Metric, Science, A+
Tim Bleistine's Wells Fargo Bank, N.A. Experience August 2007 - July 2013
Job Licensed Financial Specialist
Industry Banking
Experience
M&T Bank May 2015 - Present
Santander Bank, N.A. July 2013 - November 2014
Wells Fargo Bank N.A August 2007 - July 2013
Skills
Sales Management, Risk Management, Customer Service, Account Management, Banking, Loans, Mortgage Lending, Team Building, Coaching, Microsoft Office, Sales, Investments, Credit, Relationship Management, Finance
Education
Burlington County College 2014 — 2014
Business Management Technology
M&T Bank May 2015 - Present
Santander Bank, N.A. July 2013 - November 2014
Wells Fargo Bank N.A August 2007 - July 2013
Skills
Sales Management, Risk Management, Customer Service, Account Management, Banking, Loans, Mortgage Lending, Team Building, Coaching, Microsoft Office, Sales, Investments, Credit, Relationship Management, Finance
Education
Burlington County College 2014 — 2014
Business Management Technology
Nick Koutoulas's Wells Fargo Bank, N.A. Experience February 2011 - December 2012
Job Concierge at Boca Raton Resort & Club, A Waldorf Astoria Resort
Industry Financial Services
Experience
Boca Raton Resort & Club, A Waldorf Astoria Resort January 2015 - Present
Boca Raton Resort & Club, A Waldorf Astoria Resort June 2014 - January 2015
Circles January 2013 - August 2013
Wells Fargo Bank NA February 2011 - December 2012
Steven L. Relis PA September 2009 - January 2011
MB Wealth April 2010 - June 2010
Washington Mutual, Inc. June 2003 - August 2004
Skills
Finance, Commodity, Valuation, Accounting, Financial Markets, Portfolio Management, Financial Modeling, Bonds, Forecasting, Derivatives, Corporate Finance, Customer Service
Education
University of Central Florida 2005 — 2009
BS, Finance
University of Central Florida
Bachelor's degree, Finance, General
Boca Raton Resort & Club, A Waldorf Astoria Resort January 2015 - Present
Boca Raton Resort & Club, A Waldorf Astoria Resort June 2014 - January 2015
Circles January 2013 - August 2013
Wells Fargo Bank NA February 2011 - December 2012
Steven L. Relis PA September 2009 - January 2011
MB Wealth April 2010 - June 2010
Washington Mutual, Inc. June 2003 - August 2004
Skills
Finance, Commodity, Valuation, Accounting, Financial Markets, Portfolio Management, Financial Modeling, Bonds, Forecasting, Derivatives, Corporate Finance, Customer Service
Education
University of Central Florida 2005 — 2009
BS, Finance
University of Central Florida
Bachelor's degree, Finance, General
Ernest Hendrix Ernest Hendrix's Wells Fargo Bank, N.A. Experience
Job Bankruptcy Manager at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo Bank, NA
Skills
Banking, Credit, Risk Management, Portfolio Management, Mortgage Lending, Financial Services, Process Improvement, Credit Analysis, Vendor Management, Credit Risk, Relationship Management
Education
Shaw University
Wells Fargo Bank, NA
Skills
Banking, Credit, Risk Management, Portfolio Management, Mortgage Lending, Financial Services, Process Improvement, Credit Analysis, Vendor Management, Credit Risk, Relationship Management
Education
Shaw University
Ricky Siu Ricky Siu's Wells Fargo Bank, N.A. Experience June 2007 - January 2015
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors LLC January 2015 - Present
Wells Fargo Bank, NA June 2007 - January 2015
JPMorgan Securities LLC August 2013 - November 2013
Sprint Nextel February 2004 - April 2007
Circuit City February 2003 - February 2004
The Good Guys August 1996 - November 2002
Skills
Sales, Customer Service, Marketing, Sales Management, Team Building, Management, Life Insurance, Microsoft Excel, Microsoft Office, Coaching, Merchandising, Marketing Strategy, Budgets, Strategic Planning, Advertising, Microsoft Word, PowerPoint, Financial Advisory, Store Management
Education
University of Phoenix
Bachelors of Science in Business, Marketing
Wells Fargo Advisors LLC January 2015 - Present
Wells Fargo Bank, NA June 2007 - January 2015
JPMorgan Securities LLC August 2013 - November 2013
Sprint Nextel February 2004 - April 2007
Circuit City February 2003 - February 2004
The Good Guys August 1996 - November 2002
Skills
Sales, Customer Service, Marketing, Sales Management, Team Building, Management, Life Insurance, Microsoft Excel, Microsoft Office, Coaching, Merchandising, Marketing Strategy, Budgets, Strategic Planning, Advertising, Microsoft Word, PowerPoint, Financial Advisory, Store Management
Education
University of Phoenix
Bachelors of Science in Business, Marketing
Gary Clint Jones, Jr. Gary Clint Jones, Jr.'s Wells Fargo Bank, N.A. Experience March 2012 - December 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC December 2013 - Present
Wells Fargo Bank N.A March 2012 - December 2013
Wells Fargo Bank N.A February 2010 - March 2012
Wachovia Bank N.A July 2009 - February 2010
Elliott Davis, LLC September 2007 - March 2009
Northwestern Mutual Financial Network May 2006 - August 2006
Skills
Financial Analysis, Accounting, Financial Planners, Financial Reporting, Insurance, High Net Worth..., Auditing, Microsoft Excel, Account Reconciliation, Financial Accounting, Risk Management, Asset Allocation, Securities, Invstments, Stock Analysis, Investment Strategies, Retirement Planning, Financial Planning
Education
The Citadel 2003 — 2007
Bachelor of Science, Business Administration; Accounting
Ridge View High School 1998 — 2002
Wells Fargo Advisors LLC December 2013 - Present
Wells Fargo Bank N.A March 2012 - December 2013
Wells Fargo Bank N.A February 2010 - March 2012
Wachovia Bank N.A July 2009 - February 2010
Elliott Davis, LLC September 2007 - March 2009
Northwestern Mutual Financial Network May 2006 - August 2006
Skills
Financial Analysis, Accounting, Financial Planners, Financial Reporting, Insurance, High Net Worth..., Auditing, Microsoft Excel, Account Reconciliation, Financial Accounting, Risk Management, Asset Allocation, Securities, Invstments, Stock Analysis, Investment Strategies, Retirement Planning, Financial Planning
Education
The Citadel 2003 — 2007
Bachelor of Science, Business Administration; Accounting
Ridge View High School 1998 — 2002
Gloria Kratz Gloria Kratz's Wells Fargo Bank, N.A. Experience 1998 - Present
Job Trust Associate at Wells Fargo Bank NA
Industry Financial Services
Experience
Wells Fargo Bank January 1998 - Present
Wells Fargo Bank NA 1998 - Present
Pittsburgh School of Massage Therapy November 1996 - March 1997
National Renewable Energy Laboratory April 1994 - January 1996
Skills
Customer Service, Event Management, Event Planning, Management, Trust Services, Public Speaking, Fundraising, Program Management, Community Outreach, Marketing, Research, Teaching, Data Analysis
Education
Santa Fe Community College
Associates Degree, Business Administration
Wells Fargo Bank January 1998 - Present
Wells Fargo Bank NA 1998 - Present
Pittsburgh School of Massage Therapy November 1996 - March 1997
National Renewable Energy Laboratory April 1994 - January 1996
Skills
Customer Service, Event Management, Event Planning, Management, Trust Services, Public Speaking, Fundraising, Program Management, Community Outreach, Marketing, Research, Teaching, Data Analysis
Education
Santa Fe Community College
Associates Degree, Business Administration
Bonnie Larson-de Paz Bonnie Larson-de Paz's Wells Fargo Bank, N.A. Experience March 1993 - October 1999
Job Vice President, Corporate Counsel at Prologis, Inc.
Industry Law Practice
Experience
Prologis, Inc. August 2011 - Present
Isaacson Rosenbaum P.C. March 2001 - June 2011
Silver & DeBoskey, PC 1999 - 2001
Wells Fargo Bank, NA March 1993 - October 1999
Education
Southwestern University School of Law 1984 — 1988
JD, Law
San Diego State University-California State University 1980 — 1983
Bachelor of Arts, Political Science
Prologis, Inc. August 2011 - Present
Isaacson Rosenbaum P.C. March 2001 - June 2011
Silver & DeBoskey, PC 1999 - 2001
Wells Fargo Bank, NA March 1993 - October 1999
Education
Southwestern University School of Law 1984 — 1988
JD, Law
San Diego State University-California State University 1980 — 1983
Bachelor of Arts, Political Science
Larry Washburn's Wells Fargo Bank, N.A. Experience 2001 - Present
Job Computer Systems Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo September 2005 - Present
Wells Fargo Bank NA 2001 - Present
Strong Financial Corporation 2001 - 2005
Strong Capital 2001 - 2004
American Forms (formerly CST/Star), DePere, WI November 1997 - August 2001
American Forms 1997 - 2000
American Cancer Society, Palatine, IL August 1995 - November 1997
Washington DC June 1991 - August 1995
Hostelling International 1992 - 1995
Skills
Business Analysis, Non-profits, Customer Service, Unix, Training, Strategic Planning, Agile Methodologies, Active Directory, Servers, SharePoint, Windows, Visio, SDLC
Education
The University of Kansas 1985 — 1991
BS, Journalism
Wells Fargo September 2005 - Present
Wells Fargo Bank NA 2001 - Present
Strong Financial Corporation 2001 - 2005
Strong Capital 2001 - 2004
American Forms (formerly CST/Star), DePere, WI November 1997 - August 2001
American Forms 1997 - 2000
American Cancer Society, Palatine, IL August 1995 - November 1997
Washington DC June 1991 - August 1995
Hostelling International 1992 - 1995
Skills
Business Analysis, Non-profits, Customer Service, Unix, Training, Strategic Planning, Agile Methodologies, Active Directory, Servers, SharePoint, Windows, Visio, SDLC
Education
The University of Kansas 1985 — 1991
BS, Journalism
Gina Magsombol's Wells Fargo Bank, N.A. Experience June 2004 - December 2005
Job Project Manager
Industry Financial Services
Experience
Northern Trust October 2012 - Present
Discover Financial Services May 2010 - September 2012
CSC August 2008 - May 2010
Greer January 2008 - September 2008
HomeStart Mortgage June 2006 - June 2007
Wells Fargo Bank, NA June 2004 - December 2005
Skills
VoIP, Project Management, Program Management, Management, Leadership, Training, Analysis, Vendor Management, Data Analysis, Account Management, Budgets, Operations Management, Integration, PMP, ITIL, SDLC, Product Management, MS Project, Visio, Sales, Business Process Mapping, Portfolio Management, SharePoint, Business Relationship..., Business Process..., Business Process Design, Cross-functional Team..., Resource Management, Product Development, Business Analysis, Business, Change Management, PMO, Process Improvement
Education
NYU Stern, Hong Kong University of Science & Technology 2015 — 2016
Masters of Science, Global Finance
Keller Graduate School of Management 2007 — 2009
MBA, Project Management
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor of Arts, Architecture
Northern Trust October 2012 - Present
Discover Financial Services May 2010 - September 2012
CSC August 2008 - May 2010
Greer January 2008 - September 2008
HomeStart Mortgage June 2006 - June 2007
Wells Fargo Bank, NA June 2004 - December 2005
Skills
VoIP, Project Management, Program Management, Management, Leadership, Training, Analysis, Vendor Management, Data Analysis, Account Management, Budgets, Operations Management, Integration, PMP, ITIL, SDLC, Product Management, MS Project, Visio, Sales, Business Process Mapping, Portfolio Management, SharePoint, Business Relationship..., Business Process..., Business Process Design, Cross-functional Team..., Resource Management, Product Development, Business Analysis, Business, Change Management, PMO, Process Improvement
Education
NYU Stern, Hong Kong University of Science & Technology 2015 — 2016
Masters of Science, Global Finance
Keller Graduate School of Management 2007 — 2009
MBA, Project Management
University of Illinois at Urbana-Champaign 1995 — 2000
Bachelor of Arts, Architecture
Shari Ochs Shari Ochs's Wells Fargo Bank, N.A. Experience 1999 - 2002
Job Practice Manager at Premier Health & Wellness
Industry Health, Wellness and Fitness
Experience
Premier Health & Wellness October 2010 - Present
Premier Gynecology of Austin October 2010 - Present
Cen-Tex Billing and Professional Services February 2004 - October 2010
Wells Fargo Bank, NA 1999 - 2002
Skills
Medical Billing, Credentialing, Fee Analysis, Practice Management, Medical Coding, Supplements, Teamwork, Social Media, Wellness, Treatment, Spa, Lifestyle, Wellness Coaching, Skin Care, Sales, Healthcare, Marketing Strategy
Education
Southwest Texas State University 1995 — 1999
BBA, Business Management
Premier Health & Wellness October 2010 - Present
Premier Gynecology of Austin October 2010 - Present
Cen-Tex Billing and Professional Services February 2004 - October 2010
Wells Fargo Bank, NA 1999 - 2002
Skills
Medical Billing, Credentialing, Fee Analysis, Practice Management, Medical Coding, Supplements, Teamwork, Social Media, Wellness, Treatment, Spa, Lifestyle, Wellness Coaching, Skin Care, Sales, Healthcare, Marketing Strategy
Education
Southwest Texas State University 1995 — 1999
BBA, Business Management
Jim Wisherd's Wells Fargo Bank, N.A. Experience January 2007 - Present
Job Branch Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank August 2013 - Present
Wells Fargo Bank NA January 2007 - Present
Sigma Pi Fraternity 2008 - 2009
Southgate Financial Group April 2006 - January 2007
H&R Block Mortgage December 2002 - March 2006
H&R Block Mortgage Corp (Option One) 2002 - 2006
Allstate January 1998 - December 2002
Allstate Insurance Company January 1998 - January 2002
Skills
Banking, Loans, Business Development, Mortgage Lending, Credit, Sales, Underwriting, Customer Service, Marketing, Commercial Lending, Investments, Management, Sales Process, Leadership, Small Business, Customer Retention, Team Building, Budgets, Business Strategy, Finance, Financial Analysis, FHA, Retail, Refinance, Real Estate
Education
The University of Georgia 1989 — 1993
BBA, Finance
The University of Georgia 1989 — 1993
BBA, Finance
SunTrust Bank August 2013 - Present
Wells Fargo Bank NA January 2007 - Present
Sigma Pi Fraternity 2008 - 2009
Southgate Financial Group April 2006 - January 2007
H&R Block Mortgage December 2002 - March 2006
H&R Block Mortgage Corp (Option One) 2002 - 2006
Allstate January 1998 - December 2002
Allstate Insurance Company January 1998 - January 2002
Skills
Banking, Loans, Business Development, Mortgage Lending, Credit, Sales, Underwriting, Customer Service, Marketing, Commercial Lending, Investments, Management, Sales Process, Leadership, Small Business, Customer Retention, Team Building, Budgets, Business Strategy, Finance, Financial Analysis, FHA, Retail, Refinance, Real Estate
Education
The University of Georgia 1989 — 1993
BBA, Finance
The University of Georgia 1989 — 1993
BBA, Finance
Ritch Milby Ritch Milby's Wells Fargo Bank, N.A. Experience March 2014 - Present
Job Advanced Analytics Consultant Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank, NA March 2014 - Present
Well Fargo Bank March 2013 - March 2014
Wells Fargo Bank September 2010 - March 2013
Wells Fargo Bank April 2007 - September 2010
San Francisco American Marketing Association 2007 - July 2010
Center for Economic Studies, U.S. Census Bureau February 2001 - April 2007
Institute for Research in Social Science, UNC-Chapel Hill 1989 - 2001
Survey Analytics 1990 - 2000
Skills
SAS, Statistics, Analysis, Analytics, Predictive Modeling, Statistical Modeling, Data Mining, Data Analysis, Credit Risk, Risk Management, Predictive Analytics, Quantitative Analytics, Credit, Banking, Credit Cards, Segmentation, Finance, Financial Risk, Forecasting, Market Research, Financial Services
Education
University of California, Berkeley
Post-Doc
University of North Carolina at Chapel Hill 1991 — 2000
Ph.D.
University of Kansas
B.A.
University of North Carolina at Chapel Hill
Doctor of Philosophy (PhD)
Wells Fargo Bank, NA March 2014 - Present
Well Fargo Bank March 2013 - March 2014
Wells Fargo Bank September 2010 - March 2013
Wells Fargo Bank April 2007 - September 2010
San Francisco American Marketing Association 2007 - July 2010
Center for Economic Studies, U.S. Census Bureau February 2001 - April 2007
Institute for Research in Social Science, UNC-Chapel Hill 1989 - 2001
Survey Analytics 1990 - 2000
Skills
SAS, Statistics, Analysis, Analytics, Predictive Modeling, Statistical Modeling, Data Mining, Data Analysis, Credit Risk, Risk Management, Predictive Analytics, Quantitative Analytics, Credit, Banking, Credit Cards, Segmentation, Finance, Financial Risk, Forecasting, Market Research, Financial Services
Education
University of California, Berkeley
Post-Doc
University of North Carolina at Chapel Hill 1991 — 2000
Ph.D.
University of Kansas
B.A.
University of North Carolina at Chapel Hill
Doctor of Philosophy (PhD)
William Kastigar's Wells Fargo Bank, N.A. Experience May 2012 - Present
Job Vice President, Digital Marketing
Industry Marketing and Advertising
Experience
WELLS FARGO BANK N.A. May 2012 - Present
WELLS FARGO BANK, NA 2010 - 2012
KODAK GALLERY.COM 2008 - 2010
AMERICAN AUTOMOBILE ASSOCIATION (AAA) 2006 - 2008
CHARLES SCHWAB & CO 2000 - 2006
TRAVELOCITY.COM / PREVIEWTRAVEL.COM 1997 - 2000
ANDERSON & LEMBKE 1997 - 1997
J. WALTER THOMPSON, USA 1995 - 1997
Skills
Online Advertising, Affiliate Marketing, Partnership Marketing, Brand Awareness, Direct Marketing, SEM, Integrated Marketing, Social Media Marketing, Advertising, Marketing Strategy, Local Marketing, Viral Marketing, Channel Optimization, Marketing Research, Customer Acquisition, Direct Mail, Advertising Research, Radio Advertising, Outdoor Advertising, Television, Marketing Communications, Market Planning, Digital Marketing, B2C marketing, Customer Retention, Branding Development, Client Segmentation, Interactive Marketing, Interactive Advertising, Interactive Marketing..., Digital Media, Digital Strategy, Process Development, Vendor Management, Mobile Advertising, Advertising Management, Strategic Communications, Communications Planning, Web Analytics, User Experience, Forecasting, Cross Selling, Promotions, Promotional Material..., Print Collateral, Launching Of New..., Client Communications, Campaign Planning, Customer Experience, Strategic Consulting
Education
University of San Francisco
Masters of Business Administration
San Diego State University-California State University
Bachelor of Science, Business Administration & Sociology
WELLS FARGO BANK N.A. May 2012 - Present
WELLS FARGO BANK, NA 2010 - 2012
KODAK GALLERY.COM 2008 - 2010
AMERICAN AUTOMOBILE ASSOCIATION (AAA) 2006 - 2008
CHARLES SCHWAB & CO 2000 - 2006
TRAVELOCITY.COM / PREVIEWTRAVEL.COM 1997 - 2000
ANDERSON & LEMBKE 1997 - 1997
J. WALTER THOMPSON, USA 1995 - 1997
Skills
Online Advertising, Affiliate Marketing, Partnership Marketing, Brand Awareness, Direct Marketing, SEM, Integrated Marketing, Social Media Marketing, Advertising, Marketing Strategy, Local Marketing, Viral Marketing, Channel Optimization, Marketing Research, Customer Acquisition, Direct Mail, Advertising Research, Radio Advertising, Outdoor Advertising, Television, Marketing Communications, Market Planning, Digital Marketing, B2C marketing, Customer Retention, Branding Development, Client Segmentation, Interactive Marketing, Interactive Advertising, Interactive Marketing..., Digital Media, Digital Strategy, Process Development, Vendor Management, Mobile Advertising, Advertising Management, Strategic Communications, Communications Planning, Web Analytics, User Experience, Forecasting, Cross Selling, Promotions, Promotional Material..., Print Collateral, Launching Of New..., Client Communications, Campaign Planning, Customer Experience, Strategic Consulting
Education
University of San Francisco
Masters of Business Administration
San Diego State University-California State University
Bachelor of Science, Business Administration & Sociology
Ashley Dellinger's Wells Fargo Bank, N.A. Experience November 2011 — October 2012
Job Paralegal/Closing Specialist at The Hunoval Law Firm PLLC
Industry Legal Services
Experience
The Hunoval Law Firm PLLC January 2014 — Present
Carolina Rapids Soccer Club August 2011 — Present
Brock & Scott, PLLC October 2012 — January 2014
Wells Fargo Bank, NA November 2011 — October 2012
Brock & Scott, PLLC February 2009 — November 2011
Skills
Legal Research, Legal Writing, Real Estate, Microsoft Excel, Microsoft Office, Legal Assistance, Customer Service, Loans, Notary Public, Foreclosures, Real Estate Transactions
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor's degree, Political Science and Government
The Hunoval Law Firm PLLC January 2014 — Present
Carolina Rapids Soccer Club August 2011 — Present
Brock & Scott, PLLC October 2012 — January 2014
Wells Fargo Bank, NA November 2011 — October 2012
Brock & Scott, PLLC February 2009 — November 2011
Skills
Legal Research, Legal Writing, Real Estate, Microsoft Excel, Microsoft Office, Legal Assistance, Customer Service, Loans, Notary Public, Foreclosures, Real Estate Transactions
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor's degree, Political Science and Government
Pat Giordano's Wells Fargo Bank, N.A. Experience March 2006 - Present
Job Vice President Sr Relationship Manager at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank, NA March 2006 - Present
Skills
Business Development, Loans, Banking, Securities, Portfolio Management, Bonds, Relationship Management
Education
Suffolk University, Boston MA 1984 — 1989
Business Administration and Management, General
Wells Fargo Bank, NA March 2006 - Present
Skills
Business Development, Loans, Banking, Securities, Portfolio Management, Bonds, Relationship Management
Education
Suffolk University, Boston MA 1984 — 1989
Business Administration and Management, General
Kalli Bennett's Wells Fargo Bank, N.A. Experience March 2006 - August 2008
Job Attorney at Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.A.
Industry Law Practice
Experience
City of Bloomington, MN February 2014 - Present
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.A. June 2013 - Present
McCollum Crowley Law November 2011 - June 2013
McCollum Crowley Law March 2011 - October 2011
Ramsey County January 2011 - May 2011
City of Minneapolis June 2009 - August 2010
Child Advocacy Clinic at the University of Minnesota Law School September 2009 - May 2010
Wells Fargo Bank NA March 2006 - August 2008
Williams & Connolly LLP May 2004 - August 2004
American Family Insurance September 2003 - May 2004
Skills
Legal Research, Litigation, Legal Writing, Workers Compensation, Civil Litigation, Depositions, Hearings, Mediation, Trials, Personal Injury, Employment Law, Torts, Legal Assistance, Legal Advice, Oral & Written...
Education
University of Minnesota Law School 2008 — 2011
Doctor of Law (J.D.)
University of Minnesota-Twin Cities 2002 — 2005
Bachelor of Arts (B.A.), Psychology & Sociology
City of Bloomington, MN February 2014 - Present
Heacox, Hartman, Koshmrl, Cosgriff & Johnson, P.A. June 2013 - Present
McCollum Crowley Law November 2011 - June 2013
McCollum Crowley Law March 2011 - October 2011
Ramsey County January 2011 - May 2011
City of Minneapolis June 2009 - August 2010
Child Advocacy Clinic at the University of Minnesota Law School September 2009 - May 2010
Wells Fargo Bank NA March 2006 - August 2008
Williams & Connolly LLP May 2004 - August 2004
American Family Insurance September 2003 - May 2004
Skills
Legal Research, Litigation, Legal Writing, Workers Compensation, Civil Litigation, Depositions, Hearings, Mediation, Trials, Personal Injury, Employment Law, Torts, Legal Assistance, Legal Advice, Oral & Written...
Education
University of Minnesota Law School 2008 — 2011
Doctor of Law (J.D.)
University of Minnesota-Twin Cities 2002 — 2005
Bachelor of Arts (B.A.), Psychology & Sociology
Joanna Albers's Wells Fargo Bank, N.A. Experience 2002 - Present
Job EBusiness Consultant at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Bank, NA 2002 - Present
Wells Fargo November 2000 - Present
Skills
Financial Services, Business Requirements, SDLC, Business Analysis, Banking
Education
St. Cloud State University 1994 — 1998
BA, Public Administration
Wells Fargo Bank, NA 2002 - Present
Wells Fargo November 2000 - Present
Skills
Financial Services, Business Requirements, SDLC, Business Analysis, Banking
Education
St. Cloud State University 1994 — 1998
BA, Public Administration
Evette Collins - Bowman's Wells Fargo Bank, N.A. Experience October 2006 - April 2007
Job Sr. Test Engineer at Northrop Grumman Corporation
Industry Information Technology and Services
Experience
Northrop Grumman Corporation August 2012 - Present
Prometric May 2007 - August 2012
Wells Fargo Bank NA October 2006 - April 2007
Prometric 2000 - 2006
Bally Total Fitness 1998 - 2000
Skills
Software Quality Control, Functional Testing, Regression Testing, Integration Testing, SDLC, CMMI, Microsoft Team..., Quality Center, SQL, SharePoint, Requirements..., Continuous Improvement, Team Building, Test Planning, Test Cases, User Acceptance Testing, Team-oriented, Testing, Software Quality..., TFS, Web Services, System Testing, Defect Tracking, SoapUI, XML, Requirements Management, DB2, MS Project, PL/SQL, Manual Testing, Bug Tracking, Quality Assurance, QTP, Databases, Bugzilla, Test Management, Java, Software Project..., Requirements Gathering, Oracle, Agile Methodologies, Visio, Agile Testing, HP Quality Center, Black Box Testing, Scrum, LoadRunner, JIRA, Visual Basic, C#
Education
University of Baltimore
Bachelor of Science (B.S.), Information Systems and Technology Management
University of Baltimore
Northrop Grumman Corporation August 2012 - Present
Prometric May 2007 - August 2012
Wells Fargo Bank NA October 2006 - April 2007
Prometric 2000 - 2006
Bally Total Fitness 1998 - 2000
Skills
Software Quality Control, Functional Testing, Regression Testing, Integration Testing, SDLC, CMMI, Microsoft Team..., Quality Center, SQL, SharePoint, Requirements..., Continuous Improvement, Team Building, Test Planning, Test Cases, User Acceptance Testing, Team-oriented, Testing, Software Quality..., TFS, Web Services, System Testing, Defect Tracking, SoapUI, XML, Requirements Management, DB2, MS Project, PL/SQL, Manual Testing, Bug Tracking, Quality Assurance, QTP, Databases, Bugzilla, Test Management, Java, Software Project..., Requirements Gathering, Oracle, Agile Methodologies, Visio, Agile Testing, HP Quality Center, Black Box Testing, Scrum, LoadRunner, JIRA, Visual Basic, C#
Education
University of Baltimore
Bachelor of Science (B.S.), Information Systems and Technology Management
University of Baltimore
Angie Knoll's Wells Fargo Bank, N.A. Experience Risk AnalystWells Fargo Auto Finance2004 - 2006
Job Relationship Specialist at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank, NA Risk AnalystWells Fargo Auto Finance2004 - 2006
Wells Fargo CTS 2003 - 2004
Skills
Risk Management
Education
Rutgers University-New Brunswick 1998 — 2001
Eastern High School 1993 — 1997
Wells Fargo Bank, NA Risk AnalystWells Fargo Auto Finance2004 - 2006
Wells Fargo CTS 2003 - 2004
Skills
Risk Management
Education
Rutgers University-New Brunswick 1998 — 2001
Eastern High School 1993 — 1997
Toby Swaim's Wells Fargo Bank, N.A. Experience December 2009 - November 2011
Job Information Security Analyst 4 at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2013 - Present
Wells Fargo December 2013 - Present
Wells Fargo Bank of NA June 2012 - December 2013
Wells Fargo Bank NA December 2009 - November 2011
Asbury Automotive Group September 2003 - March 2009
Skills
Servers, Active Directory, Network Security, Networking, Microsoft Exchange, Security, Windows Server, Cisco Technologies, DHCP, Firewalls, Microsoft Technologies, HPNA, Compliance Management, Internal Audit, Scorecard Management, Risk Management, HP, Hardware, SharePoint, System Administration, WAN, Troubleshooting, Antivirus
Education
University of North Carolina at Greensboro 1998 — 2012
Bachelor of Business Administration (BBA)
University of North Carolina at Greensboro 1998 — 2002
Bachelor of Science (BS), Small Business Administration/Management
Wells Fargo December 2013 - Present
Wells Fargo December 2013 - Present
Wells Fargo Bank of NA June 2012 - December 2013
Wells Fargo Bank NA December 2009 - November 2011
Asbury Automotive Group September 2003 - March 2009
Skills
Servers, Active Directory, Network Security, Networking, Microsoft Exchange, Security, Windows Server, Cisco Technologies, DHCP, Firewalls, Microsoft Technologies, HPNA, Compliance Management, Internal Audit, Scorecard Management, Risk Management, HP, Hardware, SharePoint, System Administration, WAN, Troubleshooting, Antivirus
Education
University of North Carolina at Greensboro 1998 — 2012
Bachelor of Business Administration (BBA)
University of North Carolina at Greensboro 1998 — 2002
Bachelor of Science (BS), Small Business Administration/Management
Nicole Ledet's Wells Fargo Bank, N.A. Experience March 2001 - Present
Job Sr. Learning & Development Facilitator at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank September 2008 - Present
Wells Fargo Bank NA March 2001 - Present
Wells Fargo Bank 2001 - Present
Wells Fargo Bank January 2005 - September 2008
Wells Fargo November 2003 - August 2008
Wells Fargo and Company April 2004 - October 2005
2004Wells Fargo and Company October 2004 - May 2005
2003Wells Fargo and Company March 2003 - October 2003
Wells Fargo and Company January 2001 - January 2002
Bisou-Bisou January 1999 - January 2001
Skills
Recruiting, Management, Coaching, Banking, Sales, Sales Management, Interviews, Program Management, Customer Experience, Mortgage Lending, Loans, Credit, Time Management, Retail Banking, Commercial Banking, Performance Management, Leadership Development, Talent Management, Customer Service, Finance
Education
University of Phoenix 2000 — 2003
Business, Management, Marketing, and Related Support Services
University of Phoenix 1998 — 2001
B.S, Business Management
Wells Fargo Bank September 2008 - Present
Wells Fargo Bank NA March 2001 - Present
Wells Fargo Bank 2001 - Present
Wells Fargo Bank January 2005 - September 2008
Wells Fargo November 2003 - August 2008
Wells Fargo and Company April 2004 - October 2005
2004Wells Fargo and Company October 2004 - May 2005
2003Wells Fargo and Company March 2003 - October 2003
Wells Fargo and Company January 2001 - January 2002
Bisou-Bisou January 1999 - January 2001
Skills
Recruiting, Management, Coaching, Banking, Sales, Sales Management, Interviews, Program Management, Customer Experience, Mortgage Lending, Loans, Credit, Time Management, Retail Banking, Commercial Banking, Performance Management, Leadership Development, Talent Management, Customer Service, Finance
Education
University of Phoenix 2000 — 2003
Business, Management, Marketing, and Related Support Services
University of Phoenix 1998 — 2001
B.S, Business Management
Stephen Bardon, CPA's Wells Fargo Bank, N.A. Experience January 2015 - Present
Job Senior Audit Manager at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, NA December 2013 - January 2015
Wells Fargo Advisors June 2008 - December 2013
A.G. Edwards Trust Company FSB June 2006 - December 2007
A.G. Edwards October 2004 - June 2006
A.G. Edwards & Sons, Inc. November 1998 - October 2004
Ernst & Young LLP February 1997 - November 1998
Boatmen's Bancshares, Inc. December 1984 - February 1997
Skills
Accounting, Sarbanes-Oxley, Risk Assessment, Risk Management, Finance, Internal Controls, Budgets, Budget Forecasts, Compliance, Project Management, Internal Audit, External Audit, Leadership, Program Management, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Executive Management, Financial Services, Financial Risk, Mergers & Acquisitions, Financial Planning
Education
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science Business Administration, Accounting
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, NA December 2013 - January 2015
Wells Fargo Advisors June 2008 - December 2013
A.G. Edwards Trust Company FSB June 2006 - December 2007
A.G. Edwards October 2004 - June 2006
A.G. Edwards & Sons, Inc. November 1998 - October 2004
Ernst & Young LLP February 1997 - November 1998
Boatmen's Bancshares, Inc. December 1984 - February 1997
Skills
Accounting, Sarbanes-Oxley, Risk Assessment, Risk Management, Finance, Internal Controls, Budgets, Budget Forecasts, Compliance, Project Management, Internal Audit, External Audit, Leadership, Program Management, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Executive Management, Financial Services, Financial Risk, Mergers & Acquisitions, Financial Planning
Education
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science Business Administration, Accounting
Lori Hall's Wells Fargo Bank, N.A. Experience May 2005 - January 2010
Job Marketing Program Manager Small Business Segment at Wells Fargo
Industry Banking
Experience
Wells Fargo February 2014 - Present
Wells Fargo November 2011 - Present
Wells Fargo May 2010 - November 2011
Wells Fargo January 2010 - May 2010
Wells Fargo Bank, NA May 2005 - January 2010
Target June 1985 - May 2005
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Sales, Marketing, Integrated Marketing, Retail, Social Media Marketing, Advertising, Product Marketing, Email Marketing, Digital Marketing, Strategic Communications, Marketing Management, Trade Shows, Social Media, Public Relations, Online Advertising, Sponsorship, Strategic Planning, Internal Communications, Corporate Communications, Event Management, Competitive Analysis, B2B, Leadership, Market Research
Education
Henry Sibley
St. Cloud State University
Communications
Wells Fargo February 2014 - Present
Wells Fargo November 2011 - Present
Wells Fargo May 2010 - November 2011
Wells Fargo January 2010 - May 2010
Wells Fargo Bank, NA May 2005 - January 2010
Target June 1985 - May 2005
Skills
Marketing Communications, Marketing Strategy, Direct Marketing, Sales, Marketing, Integrated Marketing, Retail, Social Media Marketing, Advertising, Product Marketing, Email Marketing, Digital Marketing, Strategic Communications, Marketing Management, Trade Shows, Social Media, Public Relations, Online Advertising, Sponsorship, Strategic Planning, Internal Communications, Corporate Communications, Event Management, Competitive Analysis, B2B, Leadership, Market Research
Education
Henry Sibley
St. Cloud State University
Communications
Beverly Matter's Wells Fargo Bank, N.A. Experience April 2006 - Present
Job Vice President, Real Estate Banking at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank, NA April 2006 - Present
Wachovia Bank April 2006 - March 2011
SunTrust 1995 - 1999
SunTrust Bank 1994 - 1999
Barnett Bank - Orlando / Tampa 1987 - 1991
Education
University of Florida 1983 — 1987
Wells Fargo Bank, NA April 2006 - Present
Wachovia Bank April 2006 - March 2011
SunTrust 1995 - 1999
SunTrust Bank 1994 - 1999
Barnett Bank - Orlando / Tampa 1987 - 1991
Education
University of Florida 1983 — 1987
Richard Marsdale's Wells Fargo Bank, N.A. Experience 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Bank, NA 2008 - Present
PHH Mortgage / Cendant Corporation 2000 - 2008
Skills
Real Estate, Mortgage Lending, Investment Properties, REO, Banking, Loans, FHA, Mortgage Banking, Financial Services, Loan Origination, Certified Mortgage..., Selling, Residential Mortgages, Refinance, Credit, Customer Service, First Time Home Buyers, Finance, Negotiation, Residential Homes, Sales, VA loans, Investments, FHA financing, Government Loans, Funding, Reverse Mortgages, USDA, Loss Mitigation, Construction Loans, Real Estate Financing
Education
Rowan College at Burlington County
Wells Fargo Bank, NA 2008 - Present
PHH Mortgage / Cendant Corporation 2000 - 2008
Skills
Real Estate, Mortgage Lending, Investment Properties, REO, Banking, Loans, FHA, Mortgage Banking, Financial Services, Loan Origination, Certified Mortgage..., Selling, Residential Mortgages, Refinance, Credit, Customer Service, First Time Home Buyers, Finance, Negotiation, Residential Homes, Sales, VA loans, Investments, FHA financing, Government Loans, Funding, Reverse Mortgages, USDA, Loss Mitigation, Construction Loans, Real Estate Financing
Education
Rowan College at Burlington County
Monica Balters's Wells Fargo Bank, N.A. Experience March 2001 - Present
Job Relationship Manager at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank, NA March 2001 - Present
Skills
Spanish Speaker, Spanish, Financial Analysis, Banking, Credit, Loans, Risk Management, Credit Analysis, Portfolio Management, Customer Service, Investments, Finance, Corporate Finance, Financial Modeling
Education
University of Nebraska-Lincoln 1989 — 1992
Masters of Proficiency in Accountancy, Business
Universidad de Concepción, Chile 1979 — 1982
BS, Business
Wells Fargo Bank, NA March 2001 - Present
Skills
Spanish Speaker, Spanish, Financial Analysis, Banking, Credit, Loans, Risk Management, Credit Analysis, Portfolio Management, Customer Service, Investments, Finance, Corporate Finance, Financial Modeling
Education
University of Nebraska-Lincoln 1989 — 1992
Masters of Proficiency in Accountancy, Business
Universidad de Concepción, Chile 1979 — 1982
BS, Business
Ruthann Redmon's Wells Fargo Bank, N.A. Experience July 2006 - June 2008
Job Senior Vice President, Fair Lending at BBVA Compass
Industry Financial Services
Experience
BBVA Compass October 2014 - Present
Springleaf Financial Services November 2013 - July 2014
USBancorp December 2008 - November 2013
Wells Fargo Bank, NA July 2006 - June 2008
Wells Fargo Home Mortgage October 2002 - June 2006
State Farm Bank, FSB 2001 - 2002
Compliance Services, Inc. 2000 - 2001
COMDISCO, Inc. 1999 - 2000
Mercantile Bancorporation, Inc. 1995 - 1999
St. Johns Bank & Trust Company 1992 - 1995
Skills
Risk Management, Mortgage Lending, OFAC, Loans, Credit, Process Improvement, Business Process, Financial Risk, Banking, AML, Financial Services, Leadership, Consumer Lending, Data Analysis, Analysis, Auditing, Credit Cards, Enterprise Risk..., Internal Audit, Risk Assessment, Strategy
Education
Saint Louis University 1997 — 1999
Executive MBA, International Business
Southern Illinois University, Edwardsville
Bachelor of Science, Marketing and Business Administration
BBVA Compass October 2014 - Present
Springleaf Financial Services November 2013 - July 2014
USBancorp December 2008 - November 2013
Wells Fargo Bank, NA July 2006 - June 2008
Wells Fargo Home Mortgage October 2002 - June 2006
State Farm Bank, FSB 2001 - 2002
Compliance Services, Inc. 2000 - 2001
COMDISCO, Inc. 1999 - 2000
Mercantile Bancorporation, Inc. 1995 - 1999
St. Johns Bank & Trust Company 1992 - 1995
Skills
Risk Management, Mortgage Lending, OFAC, Loans, Credit, Process Improvement, Business Process, Financial Risk, Banking, AML, Financial Services, Leadership, Consumer Lending, Data Analysis, Analysis, Auditing, Credit Cards, Enterprise Risk..., Internal Audit, Risk Assessment, Strategy
Education
Saint Louis University 1997 — 1999
Executive MBA, International Business
Southern Illinois University, Edwardsville
Bachelor of Science, Marketing and Business Administration
Dara L's Wells Fargo Bank, N.A. Experience 2006 - 2007
Job Financial/Performance Analyst – MA, BBA
Industry Oil & Energy
Experience
Confidential 2007 - Present
Wells Fargo Bank NA 2006 - 2007
Scottrade Financial Services 2002 - 2004
Skills
Forecasting, Accounting, Accounts Receivable, General Ledger, Budgeting, SAP, Financial Analysis, PowerPoint, Peachtree, Microsoft Office, SQL, Debit, Variance Analysis, Financial Modeling, Reconciliation, Accruals, Budget Analysis, Accounts Payable
Education
Texas Southern University
Bachelor of Business Administration, Finance
University of Phoenix
Master of Arts, Organizational Management
Confidential 2007 - Present
Wells Fargo Bank NA 2006 - 2007
Scottrade Financial Services 2002 - 2004
Skills
Forecasting, Accounting, Accounts Receivable, General Ledger, Budgeting, SAP, Financial Analysis, PowerPoint, Peachtree, Microsoft Office, SQL, Debit, Variance Analysis, Financial Modeling, Reconciliation, Accruals, Budget Analysis, Accounts Payable
Education
Texas Southern University
Bachelor of Business Administration, Finance
University of Phoenix
Master of Arts, Organizational Management
Lora Dahle's Wells Fargo Bank, N.A. Experience August 2005 - Present
Job Operations Manager at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA August 2005 - Present
Wells Fargo Bank NA January 2001 - August 2005
Skills
Credit, Risk Management, Process Improvement, Vendor Management, Operations Management, Customer Service
Education
University of Minnesota-Twin Cities 1990 — 1995
Wells Fargo Bank NA August 2005 - Present
Wells Fargo Bank NA January 2001 - August 2005
Skills
Credit, Risk Management, Process Improvement, Vendor Management, Operations Management, Customer Service
Education
University of Minnesota-Twin Cities 1990 — 1995
Robert Farnham's Wells Fargo Bank, N.A. Experience January 2000 - Present
Job Senior Vice President at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo Bank January 2000 - Present
Wells Fargo Bank, NA January 2000 - Present
First American Corporation January 1999 - January 2000
First American National Bank January 1997 - January 1999
Fisrt American National Bank January 1996 - January 1997
NASHVILLE BANK OF COMMERCE January 1992 - January 1996
Skills
Mergers, Analysis, CRM, Fixed Income, Banking, Financial Analysis, Portfolio Management, Loans, Strategy, Forecasting, Strategic Planning, Investments, Management, Leadership, Budgets, Sales, Underwriting, Project Management, Insurance, Risk Management, Mergers & Acquisitions, Finance, Corporate Finance
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Management/Finance
The Southeastern School of Banking 1995 — 1996
Certification, Financial Services
Sewanee-The University of the South 1988 — 1992
BA, Political Science- Public Law
Wells Fargo Bank January 2000 - Present
Wells Fargo Bank, NA January 2000 - Present
First American Corporation January 1999 - January 2000
First American National Bank January 1997 - January 1999
Fisrt American National Bank January 1996 - January 1997
NASHVILLE BANK OF COMMERCE January 1992 - January 1996
Skills
Mergers, Analysis, CRM, Fixed Income, Banking, Financial Analysis, Portfolio Management, Loans, Strategy, Forecasting, Strategic Planning, Investments, Management, Leadership, Budgets, Sales, Underwriting, Project Management, Insurance, Risk Management, Mergers & Acquisitions, Finance, Corporate Finance
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA, Management/Finance
The Southeastern School of Banking 1995 — 1996
Certification, Financial Services
Sewanee-The University of the South 1988 — 1992
BA, Political Science- Public Law
John Skibiak's Wells Fargo Bank, N.A. Experience January 2013 - Present
Job AVP, Collateral Res Appraisal Manager at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA January 2013 - Present
RELS Valuation October 2009 - January 2013
Wachovia Valuation Services January 2009 - August 2009
Wachovia Mortgage 2007 - 2008
Wachovia 2006 - 2007
World Savings 2002 - 2006
Skills
Appraisals, Leadership, FHA, Mortgage Lending, Refinance, Loans, Banking, Credit, Investment Properties, Loss Mitigation, Management, Mortgage Banking, REO, Real Estate, Residential Mortgages
Education
Temple University 1985 — 1989
BBA, Marketing
Wells Fargo Bank NA January 2013 - Present
RELS Valuation October 2009 - January 2013
Wachovia Valuation Services January 2009 - August 2009
Wachovia Mortgage 2007 - 2008
Wachovia 2006 - 2007
World Savings 2002 - 2006
Skills
Appraisals, Leadership, FHA, Mortgage Lending, Refinance, Loans, Banking, Credit, Investment Properties, Loss Mitigation, Management, Mortgage Banking, REO, Real Estate, Residential Mortgages
Education
Temple University 1985 — 1989
BBA, Marketing
David Geppert's Wells Fargo Bank, N.A. Experience June 2005 - Present
Job Business Payroll Services at Wells Fargo Bank, NA
Industry Accounting
Experience
Wells Fargo Bank, NA June 2005 - Present
Practice Management Institute November 2001 - April 2005
Record Consultants Inc August 1997 - November 2001
US Army August 1984 - July 1997
Skills
Banking, Start-ups, Sales, Payroll, Coaching, Risk Management, Management, Financial Analysis, Leadership, Financial Services, Strategic Planning, Loans, Training, Customer Service, Team Building, Sales Management
Education
University of Oklahoma 1987 — 1992
Business Management
Wells Fargo Bank, NA June 2005 - Present
Practice Management Institute November 2001 - April 2005
Record Consultants Inc August 1997 - November 2001
US Army August 1984 - July 1997
Skills
Banking, Start-ups, Sales, Payroll, Coaching, Risk Management, Management, Financial Analysis, Leadership, Financial Services, Strategic Planning, Loans, Training, Customer Service, Team Building, Sales Management
Education
University of Oklahoma 1987 — 1992
Business Management
Katherine M Ortiz's Wells Fargo Bank, N.A. Experience December 2010 - April 2012
Job Experienced in Banking
Industry Banking
Experience
Union Bank & Trust January 2013 - Present
Currently seeking new role April 2012 - Present
Coloradans for Nebraska September 2012 - Present
Jackson Hewitt Tax Service November 2012 - Present
Wells Fargo Bank NA December 2010 - April 2012
Wells Fargo Bank September 2008 - December 2010
Linens N Things September 2006 - December 2008
Wells Fargo August 2005 - September 2008
Wells Fargo Bank August 2003 - August 2005
Wells Fargo November 2001 - August 2003
Skills
Human Resources, Following Up, Managing Accounts, Customer Service, Highly Dedicated, Team-oriented, Close Attention to..., High Level Of..., Document Review, Compliance
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (B.B.A.), Economis & Marketing
Jackson Hewitt 2012 — 2012
Taxes
Union Bank & Trust January 2013 - Present
Currently seeking new role April 2012 - Present
Coloradans for Nebraska September 2012 - Present
Jackson Hewitt Tax Service November 2012 - Present
Wells Fargo Bank NA December 2010 - April 2012
Wells Fargo Bank September 2008 - December 2010
Linens N Things September 2006 - December 2008
Wells Fargo August 2005 - September 2008
Wells Fargo Bank August 2003 - August 2005
Wells Fargo November 2001 - August 2003
Skills
Human Resources, Following Up, Managing Accounts, Customer Service, Highly Dedicated, Team-oriented, Close Attention to..., High Level Of..., Document Review, Compliance
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (B.B.A.), Economis & Marketing
Jackson Hewitt 2012 — 2012
Taxes
Marita Vogel's Wells Fargo Bank, N.A. Experience 2004 - 2008
Job Product Support Specialist at Mercer
Industry Insurance
Experience
Mercer April 2008 - Present
Wells Fargo Bank, NA 2004 - 2008
ADP 1999 - 2004
Skills
PMP, PMO, Project Portfolio..., Vendor Management, Business Analysis, Business Requirements, Requirements Gathering, Program Management, Employee Benefits, SDLC
Education
University of Iowa
Bachelor of Science (BS), Human Resources & Industrial Relations
Mercer April 2008 - Present
Wells Fargo Bank, NA 2004 - 2008
ADP 1999 - 2004
Skills
PMP, PMO, Project Portfolio..., Vendor Management, Business Analysis, Business Requirements, Requirements Gathering, Program Management, Employee Benefits, SDLC
Education
University of Iowa
Bachelor of Science (BS), Human Resources & Industrial Relations
Scott Pinover's Wells Fargo Bank, N.A. Experience May 2006 - Present
Job NE Deal Team Manager Wells Fargo Bank, NA
Industry Real Estate
Experience
Wells Fargo Bank, NA May 2006 - Present
Skills
Accounting, Financial Modeling, Financial Reporting, Mortgage Lending, Strategic Financial...
Education
MBA - University of Maryland - College Park 1987 — 1989
Master of Business Administration (MBA)
University of Maryland College Park 1980 — 1984
Accounting and Finance
Wells Fargo Bank, NA May 2006 - Present
Skills
Accounting, Financial Modeling, Financial Reporting, Mortgage Lending, Strategic Financial...
Education
MBA - University of Maryland - College Park 1987 — 1989
Master of Business Administration (MBA)
University of Maryland College Park 1980 — 1984
Accounting and Finance
Barney Spann's Wells Fargo Bank, N.A. Experience December 1996 - Present
Job Vice President at Wells Fargo
Industry Banking
Experience
City of Jacksonville October 2013 - Present
Avela Day Spa January 2013 - Present
NNAPS LLC January 2012 - Present
Net Boy Consulting January 2000 - Present
Wells Fargo Bank, NA December 1996 - Present
Wachovia, A Wells Fargo Company December 1996 - Present
NNAPS, Inc 1987 - Present
Tallatainment, Inc January 2008 - December 2011
Carperks, LLP August 2001 - September 2011
Joseph E Lee Republican Club 2007 - June 2010
Skills
Asset Managment, Strategic Planning, Mergers, Risk Management, Financial Analysis, Business Strategy, Vendor Management, Business Planning, Contract Negotiation, Program Management, Financial Reporting, Financial Services, Management, Mergers & Acquisitions, Business Analysis, Financial Modeling, Start-ups, Portfolio Management, Executive Management, Process Improvement, Project Management, Business Development, Asset Management, Coaching, Team Building, Business Process..., Management Consulting, Change Management, Banking, Strategy, Leadership, IT Strategy, Outsourcing, CRM, Project Portfolio..., Consulting, Analytics, Finance, Strategic Partnerships, Business Intelligence, Entrepreneurship, Small Business, New Business Development, Analysis, Cross-functional Team..., Integration, Product Management, Business Process
Education
Raines High 1974 — 1977
University of North Florida - College of Business Administration
BS, Accounting/Info systems
City of Jacksonville October 2013 - Present
Avela Day Spa January 2013 - Present
NNAPS LLC January 2012 - Present
Net Boy Consulting January 2000 - Present
Wells Fargo Bank, NA December 1996 - Present
Wachovia, A Wells Fargo Company December 1996 - Present
NNAPS, Inc 1987 - Present
Tallatainment, Inc January 2008 - December 2011
Carperks, LLP August 2001 - September 2011
Joseph E Lee Republican Club 2007 - June 2010
Skills
Asset Managment, Strategic Planning, Mergers, Risk Management, Financial Analysis, Business Strategy, Vendor Management, Business Planning, Contract Negotiation, Program Management, Financial Reporting, Financial Services, Management, Mergers & Acquisitions, Business Analysis, Financial Modeling, Start-ups, Portfolio Management, Executive Management, Process Improvement, Project Management, Business Development, Asset Management, Coaching, Team Building, Business Process..., Management Consulting, Change Management, Banking, Strategy, Leadership, IT Strategy, Outsourcing, CRM, Project Portfolio..., Consulting, Analytics, Finance, Strategic Partnerships, Business Intelligence, Entrepreneurship, Small Business, New Business Development, Analysis, Cross-functional Team..., Integration, Product Management, Business Process
Education
Raines High 1974 — 1977
University of North Florida - College of Business Administration
BS, Accounting/Info systems
Dennis Ohl's Wells Fargo Bank, N.A. Experience June 2005 - July 2014
Job Retired
Industry Banking
Experience
Retired July 2014 - Present
Wells Fargo Bank NA June 2005 - July 2014
US Bank May 1998 - June 2005
Wells Fargo July 1994 - May 1998
Wells Fargo July 1987 - July 1994
Merchants National Bank August 1982 - July 1987
Skills
Trust administration, Estate administration, Estate Planning, Estate Tax Planning, Trusts, Trust Services, Estate Administration
Education
University of Iowa College of Law 1977 — 1980
Juris Doctor, Law
Simpson College 1973 — 1977
Bachelor of Arts (B.A.), History and Political Science
Retired July 2014 - Present
Wells Fargo Bank NA June 2005 - July 2014
US Bank May 1998 - June 2005
Wells Fargo July 1994 - May 1998
Wells Fargo July 1987 - July 1994
Merchants National Bank August 1982 - July 1987
Skills
Trust administration, Estate administration, Estate Planning, Estate Tax Planning, Trusts, Trust Services, Estate Administration
Education
University of Iowa College of Law 1977 — 1980
Juris Doctor, Law
Simpson College 1973 — 1977
Bachelor of Arts (B.A.), History and Political Science
Connie Mantilla's Wells Fargo Bank, N.A. Experience December 2012 - Present
Job Regional Private Banker at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA December 2012 - Present
Wells Fargo Bank January 2008 - November 2012
Wachovia Bank June 2004 - June 2009
Skills
Commercial Banking, Loans, Program Management, Banking, Mortgage Lending, Investments, Small Business, Finance, Financial Services, Portfolio Management, New Business Development, Team Building, Insurance, Wealth Management, Estate Planning, Refinance, Commercial Mortgages, CRM, Lines Of Credit, Small Business Lending
Education
Tennessee State University 1994 — 1996
bs, marketing
Wells Fargo Bank NA December 2012 - Present
Wells Fargo Bank January 2008 - November 2012
Wachovia Bank June 2004 - June 2009
Skills
Commercial Banking, Loans, Program Management, Banking, Mortgage Lending, Investments, Small Business, Finance, Financial Services, Portfolio Management, New Business Development, Team Building, Insurance, Wealth Management, Estate Planning, Refinance, Commercial Mortgages, CRM, Lines Of Credit, Small Business Lending
Education
Tennessee State University 1994 — 1996
bs, marketing
Kara Stave's Wells Fargo Bank, N.A. Experience 1996 - Present
Job Product Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank, NA 1996 - Present
Skills
Product Management, Volunteering, Business Analysis, Banking, Financial Services, Vendor Management, Portfolio Management, Risk Management, Process Improvement, Relationship Management, SDLC, Analysis, CRM, Financial Analysis, Management, Investments, Strategy
Education
University of Minnesota-Twin Cities
Wells Fargo Bank, NA 1996 - Present
Skills
Product Management, Volunteering, Business Analysis, Banking, Financial Services, Vendor Management, Portfolio Management, Risk Management, Process Improvement, Relationship Management, SDLC, Analysis, CRM, Financial Analysis, Management, Investments, Strategy
Education
University of Minnesota-Twin Cities
Steve Gubrud's Wells Fargo Bank, N.A. Experience January 1981 - June 2015
Job Vice President at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA January 1981 - June 2015
First National Bank of Minneapolis 1976 - 1980
American National Bank and Trust Co. 1972 - 1976
Skills
Bonds, Banking, Capital Markets, Corporate Trust, Risk Management, Corporate Finance, Accounting, Mergers, Trust Services, Mergers & Acquisitions, Securities, Portfolio Management, Treasury Management, Financial Services, Cash Management, Credit Analysis
Education
St. Cloud State University 1969 — 1972
BS, Accounting
Wells Fargo Bank NA January 1981 - June 2015
First National Bank of Minneapolis 1976 - 1980
American National Bank and Trust Co. 1972 - 1976
Skills
Bonds, Banking, Capital Markets, Corporate Trust, Risk Management, Corporate Finance, Accounting, Mergers, Trust Services, Mergers & Acquisitions, Securities, Portfolio Management, Treasury Management, Financial Services, Cash Management, Credit Analysis
Education
St. Cloud State University 1969 — 1972
BS, Accounting
Roy Seay's Wells Fargo Bank, N.A. Experience April 1990 - November 2005
Job Owner, maaco Collision
Industry Automotive
Experience
maaco Collision November 2005 - Present
Wells Fargo Bank, NA April 1990 - November 2005
Ruidoso State Bank January 1980 - May 1990
Skills
Sales Management, Profit, New Business Development, Team Building, Operations Management, Automotive, Marketing Strategy, Business Planning, Sales, Strategic Planning, Customer Service, Franchising, Start-ups, Social Media Marketing, Franchise Consulting, Marketing Communications, Social Media, Social Networking, Collision, Automotive Aftermarket, Sales Process, Automobile, Customer Satisfaction
Education
The University of New Mexico 1980 — 1982
Bachelor's Degree, Finance, General
Western States School of Banking 1980 — 1982
Bank management, Banking, Corporate, Finance, and Securities Law
Roswell High School; University of New Mexico 1967 — 1982
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
maaco Collision November 2005 - Present
Wells Fargo Bank, NA April 1990 - November 2005
Ruidoso State Bank January 1980 - May 1990
Skills
Sales Management, Profit, New Business Development, Team Building, Operations Management, Automotive, Marketing Strategy, Business Planning, Sales, Strategic Planning, Customer Service, Franchising, Start-ups, Social Media Marketing, Franchise Consulting, Marketing Communications, Social Media, Social Networking, Collision, Automotive Aftermarket, Sales Process, Automobile, Customer Satisfaction
Education
The University of New Mexico 1980 — 1982
Bachelor's Degree, Finance, General
Western States School of Banking 1980 — 1982
Bank management, Banking, Corporate, Finance, and Securities Law
Roswell High School; University of New Mexico 1967 — 1982
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Cindy Houston Duncan's Wells Fargo Bank, N.A. Experience 1978 - 2002
Job Reverse Mortgage Specialist at Wells Fargo Reverse Mortgage/Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Reverse Mortgage Reverse Mortgage SpecialistWells Fargo Reverse Mortgage/Wells Fargo Home MortgageApril 2002 - Present
Wells Fargo Bank NA 1978 - 2002
Education
University of Nevada-Reno 1972 — 1976
BA, Social Services and Minor in Education
Wells Fargo Reverse Mortgage Reverse Mortgage SpecialistWells Fargo Reverse Mortgage/Wells Fargo Home MortgageApril 2002 - Present
Wells Fargo Bank NA 1978 - 2002
Education
University of Nevada-Reno 1972 — 1976
BA, Social Services and Minor in Education
Ed Fiegen's Wells Fargo Bank, N.A. Experience 1990 - April 2012
Job Market President/Business Banking Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2010 - Present
Wells Fargo Bank, NA 1990 - April 2012
Wells Fargo September 1999 - December 2009
Skills
Banking, Community Banking, Small Business Lending, Credit, Loans, Commercial Lending, Sales Management, Sales, Credit Analysis, Commercial Banking, Consumer Lending, Loan Origination, Lines Of Credit, Credit Risk, Portfolio Management, Underwriting, Retail Banking, Mortgage Banking, Relationship Management
Education
South Dakota State University 1981 — 1985
BS, Ag Business
Wells Fargo January 2010 - Present
Wells Fargo Bank, NA 1990 - April 2012
Wells Fargo September 1999 - December 2009
Skills
Banking, Community Banking, Small Business Lending, Credit, Loans, Commercial Lending, Sales Management, Sales, Credit Analysis, Commercial Banking, Consumer Lending, Loan Origination, Lines Of Credit, Credit Risk, Portfolio Management, Underwriting, Retail Banking, Mortgage Banking, Relationship Management
Education
South Dakota State University 1981 — 1985
BS, Ag Business
Dot Cooper's Wells Fargo Bank, N.A. Experience 1990 - Present
Job Accounting Professional, Corporate HR Finance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank NA 1990 - Present
Skills
Account Reconciliation, Microsoft Office, Accounting, Risk Management, Internal Controls, Banking, Customer Service, Financial Analysis, General Ledger, Accounts Receivable, Budgets, Accounts Payable, Financial Reporting, Business Analysis
Education
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Business Administration
Wells Fargo Bank NA 1990 - Present
Skills
Account Reconciliation, Microsoft Office, Accounting, Risk Management, Internal Controls, Banking, Customer Service, Financial Analysis, General Ledger, Accounts Receivable, Budgets, Accounts Payable, Financial Reporting, Business Analysis
Education
University of North Carolina at Chapel Hill
Bachelor of Science (BS), Business Administration
Yvonne Belizario's Wells Fargo Bank, N.A. Experience July 2012 - Present
Job Treasury Service Associate at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA July 2012 - Present
Wells Fargo September 2009 - July 2012
Wells Fargo August 2006 - September 2009
Skills
Nonprofits, Entrepreneurship, Teaching, Mortgage Banking, Politics, Banking, Residential Mortgages, Commercial Lending
Education
Stony Brook University 1999 — 2003
Bachelor's, Political Science
Wells Fargo Bank NA July 2012 - Present
Wells Fargo September 2009 - July 2012
Wells Fargo August 2006 - September 2009
Skills
Nonprofits, Entrepreneurship, Teaching, Mortgage Banking, Politics, Banking, Residential Mortgages, Commercial Lending
Education
Stony Brook University 1999 — 2003
Bachelor's, Political Science
Celine Ghebbano's Wells Fargo Bank, N.A. Experience March 2002 - June 2003
Job Business Relationship Manager, AVP at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank June 2011 - Present
Wells Fargo Bank February 2005 - August 2011
Wells Fargo May 2003 - January 2005
Wells Fargo Bank, NA March 2002 - June 2003
Education
Université Stendhal (Grenoble III) 1989 — 1995
Master, English and American Civilization and Literature
Wells Fargo Bank June 2011 - Present
Wells Fargo Bank February 2005 - August 2011
Wells Fargo May 2003 - January 2005
Wells Fargo Bank, NA March 2002 - June 2003
Education
Université Stendhal (Grenoble III) 1989 — 1995
Master, English and American Civilization and Literature
Daniel Houston's Wells Fargo Bank, N.A. Experience November 2010 - March 2012
Job Strategic Sales Consultant at Wellmark Blue Cross and Blue Shield
Industry Insurance
Experience
Wellmark Blue Cross and Blue Shield December 2013 - Present
Wells Fargo Home Mortgage March 2012 - November 2013
Wells Fargo Bank NA November 2010 - March 2012
Wells Fargo Financial May 2010 - November 2010
Hy Vee September 1999 - June 2009
Skills
Loans, Credit, Banking, Credit Analysis, Mortgage Lending, Retail Banking, Consumer Lending, Loan Origination, Finance, Risk Management, Mortgage Banking, Customer Service, Microsoft Excel, Cross Selling, Underwriting, Cash Management, Leadership
Education
University of Northern Iowa 2008 — 2010
Bachelor's degree, Marketing/Sales
Wellmark Blue Cross and Blue Shield December 2013 - Present
Wells Fargo Home Mortgage March 2012 - November 2013
Wells Fargo Bank NA November 2010 - March 2012
Wells Fargo Financial May 2010 - November 2010
Hy Vee September 1999 - June 2009
Skills
Loans, Credit, Banking, Credit Analysis, Mortgage Lending, Retail Banking, Consumer Lending, Loan Origination, Finance, Risk Management, Mortgage Banking, Customer Service, Microsoft Excel, Cross Selling, Underwriting, Cash Management, Leadership
Education
University of Northern Iowa 2008 — 2010
Bachelor's degree, Marketing/Sales
Roger Meidl's Wells Fargo Bank, N.A. Experience
Job manager at wells fargo bank na
Industry Banking
Experience
wells fargo bank na
Skills
Financial Analysis, Portfolio Management, Credit, Credit Analysis, Credit Risk, Commercial Banking, Banking, Loans, Mortgage Lending, Risk Management, Retail Banking, Loan Origination, Commercial Lending
Education
San Diego State University-California State University 1979 — 1981
Bachelor of Science (BS), Economics
wells fargo bank na
Skills
Financial Analysis, Portfolio Management, Credit, Credit Analysis, Credit Risk, Commercial Banking, Banking, Loans, Mortgage Lending, Risk Management, Retail Banking, Loan Origination, Commercial Lending
Education
San Diego State University-California State University 1979 — 1981
Bachelor of Science (BS), Economics
Mila Cainey's Wells Fargo Bank, N.A. Experience January 2001 - November 2004
Job Director of Franchisee Relations at Boot Camp
Industry Health, Wellness and Fitness
Experience
Burn Boot Camp February 2014 - Present
Wells Fargo Home Mortgage June 2011 - October 2012
Wells Fargo Home Mortgage July 2010 - June 2011
Conclusive Analytics June 2009 - August 2009
Millennium Mortgage September 2005 - May 2006
Wells Fargo Home Mortgage November 2004 - April 2005
Wells Fargo Bank, NA January 2001 - November 2004
Key Home Equity Services, Inc January 1998 - September 2001
Skills
Loans, Management, Credit, Banking, Customer Service, Project Management, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Credit Analysis, Microsoft Excel, Technical Support, Mortgage Banking, Microsoft Office, Loan Servicing, Outlook, SharePoint, PowerPoint, Executive..., Google Docs, Google Apps, Google Drive, CRM Program Management, Client Services, Document Review, Document Drafting, Operations Management, Leadership, Team Building, Training, Strategic Planning, Sales
Education
University of North Carolina at Greensboro 1992 — 1996
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration
Dallastown Area High School 1989 — 1990
High School, High School/Secondary Diploma Programs
Arvada West High School 1986 — 1989
Diploma, High School/Secondary Diploma Programs
Burn Boot Camp February 2014 - Present
Wells Fargo Home Mortgage June 2011 - October 2012
Wells Fargo Home Mortgage July 2010 - June 2011
Conclusive Analytics June 2009 - August 2009
Millennium Mortgage September 2005 - May 2006
Wells Fargo Home Mortgage November 2004 - April 2005
Wells Fargo Bank, NA January 2001 - November 2004
Key Home Equity Services, Inc January 1998 - September 2001
Skills
Loans, Management, Credit, Banking, Customer Service, Project Management, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Credit Analysis, Microsoft Excel, Technical Support, Mortgage Banking, Microsoft Office, Loan Servicing, Outlook, SharePoint, PowerPoint, Executive..., Google Docs, Google Apps, Google Drive, CRM Program Management, Client Services, Document Review, Document Drafting, Operations Management, Leadership, Team Building, Training, Strategic Planning, Sales
Education
University of North Carolina at Greensboro 1992 — 1996
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration
Dallastown Area High School 1989 — 1990
High School, High School/Secondary Diploma Programs
Arvada West High School 1986 — 1989
Diploma, High School/Secondary Diploma Programs
Shaida Horner, JD, CPA's Wells Fargo Bank, N.A. Experience 2004 - September 2012
Job Assistant Vice President Planned Giving & Marketing at Wake Forest University
Industry Banking
Experience
Wake Forest University August 2012 - Present
Wells Fargo Bank, NA 2004 - September 2012
Wake Forest University School of Law August 1999 - May 2005
Blanco Tackabery Combs & Matamoros, P.A. 2001 - 2004
Carruthers & Roth, P.A. 1999 - 2001
Tuggle Duggins & Meschan, P.A. 1998 - 1998
Price Waterhouse 1994 - 1996
Skills
Tax, Marketing, Planned Giving, Accounting, Auditing, Estate Administration, Strategic Planning, Banking, Nonprofits, Leadership, Strategy, Public Speaking, Marketing Strategy, Small Business, Start-ups, Leadership Development, Entrepreneurship, Competitive Analysis, Data Analysis, Business Development, Wealth Management, Trust Management, Trusts, Mergers & Acquisitions, Business Process..., Business Planning, Tax Advisory, Real Estate Investor, Real Estate Economics, Real Estate, CPA, Attorneys
Education
Wake Forest University School of Law 1996 — 1999
JD, Business Law, Commercial Transactions, Taxation, Estates and Trusts
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
MAC, Accounting
University of North Carolina at Chapel Hill 1989 — 1993
BA, Economics, Business
The London School of Economics and Political Science (LSE) 1990 — 1990
NA, Economics, Business, Film Studies, Russian History
Forsyth Country Day School 1985 — 1989
High School
Wake Forest University August 2012 - Present
Wells Fargo Bank, NA 2004 - September 2012
Wake Forest University School of Law August 1999 - May 2005
Blanco Tackabery Combs & Matamoros, P.A. 2001 - 2004
Carruthers & Roth, P.A. 1999 - 2001
Tuggle Duggins & Meschan, P.A. 1998 - 1998
Price Waterhouse 1994 - 1996
Skills
Tax, Marketing, Planned Giving, Accounting, Auditing, Estate Administration, Strategic Planning, Banking, Nonprofits, Leadership, Strategy, Public Speaking, Marketing Strategy, Small Business, Start-ups, Leadership Development, Entrepreneurship, Competitive Analysis, Data Analysis, Business Development, Wealth Management, Trust Management, Trusts, Mergers & Acquisitions, Business Process..., Business Planning, Tax Advisory, Real Estate Investor, Real Estate Economics, Real Estate, CPA, Attorneys
Education
Wake Forest University School of Law 1996 — 1999
JD, Business Law, Commercial Transactions, Taxation, Estates and Trusts
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1994
MAC, Accounting
University of North Carolina at Chapel Hill 1989 — 1993
BA, Economics, Business
The London School of Economics and Political Science (LSE) 1990 — 1990
NA, Economics, Business, Film Studies, Russian History
Forsyth Country Day School 1985 — 1989
High School
William Drescher's Wells Fargo Bank, N.A. Experience May 2000 - Present
Job Supply Chain Management, Datacenter Systems at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo Bank, NA May 2000 - Present
Education
University of Central Florida
BSBA, Finance
University of Central Florida
BS, Accounting
Wells Fargo Bank, NA May 2000 - Present
Education
University of Central Florida
BSBA, Finance
University of Central Florida
BS, Accounting
Melissa Parkin's Wells Fargo Bank, N.A. Experience June 2010 - Present
Job Commercial Relationship Associate at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA June 2010 - Present
Wells Fargo Bank March 2008 - 2010
Wells Fargo Bank NA June 2007 - June 2008
Wells Fargo March 2002 - 2008
Marquette Bank September 1989 - 2002
Skills
Outstanding Customer..., Sales Support, Team Leadership, Customer Service
Education
Simley High school
University of Minnesota-Twin Cities
Wells Fargo Bank NA June 2010 - Present
Wells Fargo Bank March 2008 - 2010
Wells Fargo Bank NA June 2007 - June 2008
Wells Fargo March 2002 - 2008
Marquette Bank September 1989 - 2002
Skills
Outstanding Customer..., Sales Support, Team Leadership, Customer Service
Education
Simley High school
University of Minnesota-Twin Cities
Helen Hurilla's Wells Fargo Bank, N.A. Experience Relationship Manager, IRTWells Fargo BankMarch 1991 - Present
Job VP & Relationship Manager, IRT at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank, NA Relationship Manager, IRTWells Fargo BankMarch 1991 - Present
Education
University of Delaware 1972 — 1976
BAAS, Math/Economics
Wells Fargo Bank, NA Relationship Manager, IRTWells Fargo BankMarch 1991 - Present
Education
University of Delaware 1972 — 1976
BAAS, Math/Economics
Connie Priest's Wells Fargo Bank, N.A. Experience October 2004 - December 2013
Job RETIRED Store Manager from Wells Fargo Bank NA,
Industry Banking
Experience
Wells Fargo Bank NA October 2004 - December 2013
US Bank August 1988 - January 1995
AT&T June 1988 - February 1989
Skills
Management, Business Development, Coaching, Budgets, Retail, Payroll, Staff Development, Finance, Small Business, Credit, Loans
Education
University of Houston 1969 — 1970
Wells Fargo Bank NA October 2004 - December 2013
US Bank August 1988 - January 1995
AT&T June 1988 - February 1989
Skills
Management, Business Development, Coaching, Budgets, Retail, Payroll, Staff Development, Finance, Small Business, Credit, Loans
Education
University of Houston 1969 — 1970
Omar Coronado's Wells Fargo Bank, N.A. Experience January 2009 - January 2012
Job Wells Fargo Bank Store Manager
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
BBVA Compass January 2012 - February 2014
Wells Fargo Bank N.A January 2009 - January 2012
Wells Fargo Bank N.A January 2008 - December 2008
Oppenheimer Funds January 2007 - January 2008
Colorado Coalition Against Sexual Assault January 2005 - January 2006
Skills
Microsoft Office, Banking, Investments, Retirement Planning, Windows, Windows Server, Retail Banking, Loans, Sales, Cross Selling, Training, Small Business Lending, Credit, Finance, Consumer Lending, Financial Services
Education
University of Colorado at Denver 2009 — 2011
Bachelor's degree, International/Global Studies
The University of Texas at El Paso
Wells Fargo February 2014 - Present
BBVA Compass January 2012 - February 2014
Wells Fargo Bank N.A January 2009 - January 2012
Wells Fargo Bank N.A January 2008 - December 2008
Oppenheimer Funds January 2007 - January 2008
Colorado Coalition Against Sexual Assault January 2005 - January 2006
Skills
Microsoft Office, Banking, Investments, Retirement Planning, Windows, Windows Server, Retail Banking, Loans, Sales, Cross Selling, Training, Small Business Lending, Credit, Finance, Consumer Lending, Financial Services
Education
University of Colorado at Denver 2009 — 2011
Bachelor's degree, International/Global Studies
The University of Texas at El Paso
Detrick Fagan's Wells Fargo Bank, N.A. Experience March 2010 - October 2014
Job Service Manager 2 at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Wells Fargo Bank, NA March 2010 - October 2014
Wells Fargo Bank March 2000 - May 2003
Wells Fargo Bank June 1998 - March 2000
Skills
Microsoft Office, QuarkXPress, Pagemaker, Hogan, Click2Staff, ICOM, Consumer Lending, Customer Service, Applications, Retail Banking, Compliance, Food & Beverage, Hospitality Industry, Interviews, Internet, Internal Audit, Journalism, Layout, Volunteer Management, Foreign Currency..., Loan Origination, Mortgage Banking, Training, Sales, Management, Microsoft Word, Public Speaking, Team Building, Banking
Education
Texas Southern University 1994 — 1998
Bachelors of Arts, Communications
Wells Fargo October 2014 - Present
Wells Fargo Bank, NA March 2010 - October 2014
Wells Fargo Bank March 2000 - May 2003
Wells Fargo Bank June 1998 - March 2000
Skills
Microsoft Office, QuarkXPress, Pagemaker, Hogan, Click2Staff, ICOM, Consumer Lending, Customer Service, Applications, Retail Banking, Compliance, Food & Beverage, Hospitality Industry, Interviews, Internet, Internal Audit, Journalism, Layout, Volunteer Management, Foreign Currency..., Loan Origination, Mortgage Banking, Training, Sales, Management, Microsoft Word, Public Speaking, Team Building, Banking
Education
Texas Southern University 1994 — 1998
Bachelors of Arts, Communications
Mara Gillogly's Wells Fargo Bank, N.A. Experience April 2005 - March 2006
Job Substitute Staff Person at Burnt HillsBallston Lake Central Schools
Industry Education Management
Experience
Burnt Hills-Ballston Lake Central Schools September 2014 - Present
Gillogly residence March 2006 - Present
Wells Fargo Bank, NA April 2005 - March 2006
Wells Fargo Bank, NA January 2002 - April 2005
Wells Fargo Bank, NA September 2000 - January 2002
Skills
Analytical, Highly detail oriented, Organized self-starter, Thorough, Flexible approach to..., Consumer Lending, Analytical Skills, Underwriting, Loans
Education
Rochester Institute of Technology
Bachelor of Science, Hotel and Resort Management
Burnt Hills-Ballston Lake Central Schools September 2014 - Present
Gillogly residence March 2006 - Present
Wells Fargo Bank, NA April 2005 - March 2006
Wells Fargo Bank, NA January 2002 - April 2005
Wells Fargo Bank, NA September 2000 - January 2002
Skills
Analytical, Highly detail oriented, Organized self-starter, Thorough, Flexible approach to..., Consumer Lending, Analytical Skills, Underwriting, Loans
Education
Rochester Institute of Technology
Bachelor of Science, Hotel and Resort Management
Frankie Perry's Wells Fargo Bank, N.A. Experience 1973 - 2011
Job President of North Carolina Central University Foundation Board at North Caroolina Central University
Industry Banking
Experience
Frankie J. Perry, Wealth Management Consultant 2012 - Present
North Caroolina Central University September 2004 - Present
Wells Fargo Wealth Managemnt April 1973 - September 2011
Wells Fargo Bank, NA 1973 - 2011
Wachovia Bank 1973 - 2011
Skills
Commercial Lending, Credit, Loans, Wealth Management, Commercial Banking, Credit Analysis
Education
UNC Chapel Hill
Bachelor of Arts (BA), Sociology
Frankie J. Perry, Wealth Management Consultant 2012 - Present
North Caroolina Central University September 2004 - Present
Wells Fargo Wealth Managemnt April 1973 - September 2011
Wells Fargo Bank, NA 1973 - 2011
Wachovia Bank 1973 - 2011
Skills
Commercial Lending, Credit, Loans, Wealth Management, Commercial Banking, Credit Analysis
Education
UNC Chapel Hill
Bachelor of Arts (BA), Sociology
Vincent Dam's Wells Fargo Bank, N.A. Experience January 1999 - Present
Job Business Analyst at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank, NA January 1999 - Present
Skills
Financial Analysis, Business Analysis, Banking, Financial Modeling, Financial Reporting, Accounting, Risk Management, Microsoft Excel, Process Improvement, Analysis, Credit Risk, Corporate Finance, Business Process..., Financial Risk, Cash Management, Forecasting, Finance, Auditing
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities
BS, Accounting
Wells Fargo Bank, NA January 1999 - Present
Skills
Financial Analysis, Business Analysis, Banking, Financial Modeling, Financial Reporting, Accounting, Risk Management, Microsoft Excel, Process Improvement, Analysis, Credit Risk, Corporate Finance, Business Process..., Financial Risk, Cash Management, Forecasting, Finance, Auditing
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities
BS, Accounting
Richard Cochren's Wells Fargo Bank, N.A. Experience February 2010 - November 2010
Job Marketing Assistant at Aware Products
Industry Airlines/Aviation
Experience
Aware Products March 2012 - Present
Jet Blue Airways April 2011 - Present
Wells Fargo Bank, NA February 2010 - November 2010
Best Buy July 2009 - February 2010
Education
University of California, Los Angeles 2007 — 2009
Bachelor of Arts, History
Aware Products March 2012 - Present
Jet Blue Airways April 2011 - Present
Wells Fargo Bank, NA February 2010 - November 2010
Best Buy July 2009 - February 2010
Education
University of California, Los Angeles 2007 — 2009
Bachelor of Arts, History
Darcy Myers's Wells Fargo Bank, N.A. Experience December 1978 - September 2006
Job Financial Consultant
Industry Banking
Experience
Abundantia Consulting 2009 - Present
Guaranty Bank & Trust September 2006 - November 2008
Wells Fargo Bank, NA December 1978 - September 2006
Central Bank Of Denver August 1976 - December 1978
Skills
Financial Analysis, Portfolio Management, Investments, Banking, Strategic Financial..., Corporate Finance, Credit, Trust Management, Business Strategy, Agribusiness, Commercial Banking, Retail Banking, Credit Analysis, Commercial Lending, Loans, Small Business Lending
Education
University of Colorado at Boulder 1975 — 1976
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder 1969 — 1973
Bachelor of Science (BS), Marketing
Abundantia Consulting 2009 - Present
Guaranty Bank & Trust September 2006 - November 2008
Wells Fargo Bank, NA December 1978 - September 2006
Central Bank Of Denver August 1976 - December 1978
Skills
Financial Analysis, Portfolio Management, Investments, Banking, Strategic Financial..., Corporate Finance, Credit, Trust Management, Business Strategy, Agribusiness, Commercial Banking, Retail Banking, Credit Analysis, Commercial Lending, Loans, Small Business Lending
Education
University of Colorado at Boulder 1975 — 1976
Master of Business Administration (M.B.A.), Finance
University of Colorado at Boulder 1969 — 1973
Bachelor of Science (BS), Marketing
Connie Reese's Wells Fargo Bank, N.A. Experience May 1993 - Present
Job Operations Analysist at Wells Fargo Bank NA
Industry Financial Services
Experience
Wells Fargo Bank NA May 1993 - Present
Founders Trust Company April 1993 - May 1998
Ameritrust April 1990 - April 1993
Skills
Microsoft Office, SEI Trust 3000, Sunguard, Process Improvement, Vendor Management, Visio, Investments, Financial Risk, Banking, Customer Service, Leadership
Education
The University of Texas at Austin 1975 — 1977
na, Fine Arts Major
Wells Fargo Bank NA May 1993 - Present
Founders Trust Company April 1993 - May 1998
Ameritrust April 1990 - April 1993
Skills
Microsoft Office, SEI Trust 3000, Sunguard, Process Improvement, Vendor Management, Visio, Investments, Financial Risk, Banking, Customer Service, Leadership
Education
The University of Texas at Austin 1975 — 1977
na, Fine Arts Major
Rebecca Lisi's Wells Fargo Bank, N.A. Experience December 2003 - Present
Job Account Manager Supervisor at Wells Fargo Bank, NA
Industry Financial Services
Experience
Wells Fargo Bank, NA December 2003 - Present
Skills
Microsoft Excel, Customer Service, Financial Analysis, Credit
Education
University of Maryland Baltimore County 1994 — 1999
Bachelor of Arts (B.A.), Economics, Psychology
Wells Fargo Bank, NA December 2003 - Present
Skills
Microsoft Excel, Customer Service, Financial Analysis, Credit
Education
University of Maryland Baltimore County 1994 — 1999
Bachelor of Arts (B.A.), Economics, Psychology
Joey Sheets's Wells Fargo Bank, N.A. Experience March 2013 - July 2014
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Chase Bank NA August 2014 - Present
Wells Fargo Bank NA March 2013 - July 2014
Wells Fargo Bank NA July 2006 - March 2013
Education
The University of Texas at Dallas 2006 — 2010
118 Credits - GPA 3.36, Arts and Technology
Cinco Ranch High School 2001 — 2004
JP Morgan Chase Bank NA August 2014 - Present
Wells Fargo Bank NA March 2013 - July 2014
Wells Fargo Bank NA July 2006 - March 2013
Education
The University of Texas at Dallas 2006 — 2010
118 Credits - GPA 3.36, Arts and Technology
Cinco Ranch High School 2001 — 2004
Joshua Deluna's Wells Fargo Bank, N.A. Experience February 2004 - February 2008
Job Senior Corporate Accountant at Neiman Marcus
Industry Accounting
Experience
Neiman Marcus August 2015 - Present
PwC July 2014 - August 2015
Deloitte January 2013 - July 2014
State National Insurance Co February 2008 - January 2013
Wells Fargo Bank N.A February 2004 - February 2008
Education
The University of Texas at Arlington 2008 — 2011
Master of Science (M.S.), Accounting
The University of Texas at Arlington 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Neiman Marcus August 2015 - Present
PwC July 2014 - August 2015
Deloitte January 2013 - July 2014
State National Insurance Co February 2008 - January 2013
Wells Fargo Bank N.A February 2004 - February 2008
Education
The University of Texas at Arlington 2008 — 2011
Master of Science (M.S.), Accounting
The University of Texas at Arlington 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
April Serafin's Wells Fargo Bank, N.A. Experience August 1983 - June 2009
Job Administrative Assistant at Mechanical Insulation Systems, Inc
Industry Financial Services
Experience
Mechanical Insulation Systems, Inc December 2013 - Present
Denver, Colorado August 1983 - June 2009
Wells Fargo Bank, NA August 1983 - June 2009
Skills
Finance, Account Reconciliation, Internal Investigations, Financial Accounting, Accounting, Internal Audit, Time Management, Business Process, Access, Analysis, Financial Modeling, Payroll, Microsoft Excel, Financial Analysis, Banking, Budgets, Outlook, Communication Skills, Microsoft Office, Risk Management, Microsoft Word, Management, Credit, Accounts Receivable, Auditing, Accounts Payable, QuickBooks, Data Entry, Financial Services, Investments, Sales
Education
University Of Phoenix 2009 — 2015
Bachelor of Science in Business, Accounting, 3.93
University of Phoenix 2009 — 2012
AA/ACC, Accounting, 3.97
Arvada West Senior high school 1979 — 1981
Mechanical Insulation Systems, Inc December 2013 - Present
Denver, Colorado August 1983 - June 2009
Wells Fargo Bank, NA August 1983 - June 2009
Skills
Finance, Account Reconciliation, Internal Investigations, Financial Accounting, Accounting, Internal Audit, Time Management, Business Process, Access, Analysis, Financial Modeling, Payroll, Microsoft Excel, Financial Analysis, Banking, Budgets, Outlook, Communication Skills, Microsoft Office, Risk Management, Microsoft Word, Management, Credit, Accounts Receivable, Auditing, Accounts Payable, QuickBooks, Data Entry, Financial Services, Investments, Sales
Education
University Of Phoenix 2009 — 2015
Bachelor of Science in Business, Accounting, 3.93
University of Phoenix 2009 — 2012
AA/ACC, Accounting, 3.97
Arvada West Senior high school 1979 — 1981
Eric Barth's Wells Fargo Bank, N.A. Experience October 2003 - Present
Job Business Relationship Manager at Wells Fargo Bank NA
Industry Banking
Experience
Wells Fargo Bank NA October 2003 - Present
Education
University of Minnesota-Twin Cities 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Plant Protection and Integrated Pest Management
Wells Fargo Bank NA October 2003 - Present
Education
University of Minnesota-Twin Cities 1991 — 1993
Bachelor of Applied Science (B.A.Sc.), Plant Protection and Integrated Pest Management
Robert Heinlin's Wells Fargo Bank, N.A. Experience March 2013 - Present
Job Service Manager 2 at Wells Fargo Bank N.A
Industry Banking
Experience
Wells Fargo Bank N.A March 2013 - Present
Wells Fargo Bank N.A. April 2011 - March 2012
Education
University of Phoenix-Southern California Campus
Bachelor of Marketing
Wells Fargo Bank N.A March 2013 - Present
Wells Fargo Bank N.A. April 2011 - March 2012
Education
University of Phoenix-Southern California Campus
Bachelor of Marketing
Virginia Kress's Wells Fargo Bank, N.A. Experience July 2001 - April 2006
Job Vice President Loan Administration at U.S. Bank
Industry Banking
Experience
U.S. Bank April 2006 - Present
Wells Fargo Bank, NA July 2001 - April 2006
Education
The Johns Hopkins University 1999 — 2002
Masters of Real Estate, Commercial Real Estate
Simmons College
Master of Library & Information Science (M.L.I.S.), Library and Information Science
U.S. Bank April 2006 - Present
Wells Fargo Bank, NA July 2001 - April 2006
Education
The Johns Hopkins University 1999 — 2002
Masters of Real Estate, Commercial Real Estate
Simmons College
Master of Library & Information Science (M.L.I.S.), Library and Information Science
Didier Ambroise's Wells Fargo Bank, N.A. Experience July 2007 - Present
Job Linux Operating System Engineer
Industry Information Technology and Services
Experience
Wells Fargo Bank, NA July 2007 - Present
Carolinas Healthcare System January 2002 - July 2007
Skills
Unix, Linux, Integration, Software Documentation, Data Center, Oracle, Enterprise Architecture, Disaster Recovery
Education
University of North Carolina at Charlotte
Bachelor of Science (BS), Computer Science
Wells Fargo Bank, NA July 2007 - Present
Carolinas Healthcare System January 2002 - July 2007
Skills
Unix, Linux, Integration, Software Documentation, Data Center, Oracle, Enterprise Architecture, Disaster Recovery
Education
University of North Carolina at Charlotte
Bachelor of Science (BS), Computer Science
Benjamin Rae's Wells Fargo Bank, N.A. Experience May 2008 - May 2010
Job Professional
Industry Hospital & Health Care
Experience
Pagosa Springs Medical Center November 2013 - Present
Fish On May 2002 - Present
Wells Fargo Bank, NA May 2008 - May 2010
All For You Catering May 2002 - May 2008
Education
Weber State University 2011 — 2013
Associate’s Degree, Radiologic Technology/Science - Radiographer
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 2002
Bachelor’s Degree, Business Administration and Management, General
Pagosa Springs Medical Center November 2013 - Present
Fish On May 2002 - Present
Wells Fargo Bank, NA May 2008 - May 2010
All For You Catering May 2002 - May 2008
Education
Weber State University 2011 — 2013
Associate’s Degree, Radiologic Technology/Science - Radiographer
University of New Hampshire -- Peter T. Paul College of Business and Economics 1995 — 2002
Bachelor’s Degree, Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.