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
Wells Fargo Bank N.A. October 2006 - Present
Skills
Customer Service, Coaching, Loans, Credit, Problem Solving, Retail, Banking, Teamwork, Sales Management, Outlook, Servicing, Process Improvement, Team Leadership, Payments, Inventory Management, Customer Relations, Commercial Lending, Budgets, Sales, Leadership, Management, Microsoft Office
Education
Colorado State University 2014 — 2016
Master's Degree
Colorado State University College of Agriculture 2001 — 2003
Bachelor of Science Degree
Salix Pharmaceuticals January 2014 - Present
Santarus, Inc. January 2012 - January 2014
JP Morgan Chase Bank May 2009 - June 2011
Wells Fargo Bank N.A. April 2007 - May 2009
Neiman Marcus Group October 2006 - April 2007
Sprint/Nextel Communications October 2004 - July 2006
Skills
Sales, Leadership, Customer Service, Training, Microsoft Office, Microsoft Excel, Management, PowerPoint, Negotiation, Program Management, Retail, Business Planning, Public Speaking, Team Building, Event Planning, Finance, Endocrinology, Gastroenterology, Pharmaceutical Sales, Cold Calling, Infectious Diseases, Internal Medicine, Pharmaceutical Industry, Pharmacology, Pharmacokinetics, Banking, Credit, Merchandising, Visual Merchandising, Selling Skills, Time Management, Loans, Portfolio Management, Sales Management, Healthcare, Microsoft Word, Inventory Management, Liver Disease, Pain Management, Hepatology
Education
University of Houston-Victoria 2014 — 2016
Master of Business Administration (MBA), Strategic Management
DeVry University 2008 — 2011
Bachelor's, Finance
Advanced Circuits January 2015 - Present
Advanced Circuits February 2012 - January 2015
Solar Eclipse Shades June 2009 - February 2012
Red Robin International, Inc. 2007 - 2008
Wells Fargo Bank N.A. January 2006 - February 2007
Skills
Marketing, Sales, Loans, Event Planning, Market Analysis, Microsoft Office, Outlook, Microsoft Excel, Customer Service, Critical Thinking, International Business, Process Improvement, Data Analysis, Cross-functional Team..., Social Media, Management, Financial Analysis
Education
Gonzaga University - School of Business Administration 2001 — 2005
BBA, International Business
Regis Jesuit High School 1997 — 2001
Mercantil Commercebank April 2015 - Present
Brightech Solutions, LLC January 2013 - April 2015
Wells Fargo Bank N.A. February 2006 - April 2015
Duty Free Americas November 2003 - February 2006
Mercantil Commercebank January 1999 - March 2003
Skills
Business Analysis, Technical Support, Troubleshooting, Disaster Recovery, User Acceptance Testing, Software Installation, Customer Service, Call Centers, SharePoint, Outlook, Training, Microsoft Office, Process Improvement, Windows, Windows 7, Quality Assurance, Testing, Microsoft Excel, Information Technology, Web Applications, HP Quality Center, Systems QA, Web Application Security, End User Training, Team Leadership, Project Planning, Project Coordination, Microsoft Project, Fiserv
Education
Colorado Technical University 2013 — 2014
Master's degree, Information Technology, 3.85
Florida International University 2009 — 2011
Bachelor's Degree, Information Technology, 3.25
Wells Fargo October 2014 - Present
Wells Fargo June 2014 - October 2014
Wells Fargo Bank N.A. October 2013 - June 2014
Wells Fargo June 2012 - October 2013
Wells Fargo August 2011 - June 2012
Alexander Group llc June 2007 - December 2007
Kohl's Department Stores October 2002 - June 2007
Midlands Technical College January 2007 - May 2007
Kohl's Department Stores October 2002 - February 2003
Skills
Scuba Diving, Latin Dance, Sailing, Customer Service, Sales, Credit, Banking, Customer Experience, Risk Management, Loans, Consumer Lending, Retail, Finance, Financial Services, Small Business Lending, Retail Banking, Relationship Management, Loan Origination, Leadership, Cross Selling, Management
Education
University of South Carolina-Columbia 2008 — 2010
Bachelor of Science (BS), Finance; Anthropology
Midlands Technical College 2005 — 2008
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies, Rising Junior
Citrix May 2015 - Present
Revel Technology April 2014 - May 2015
SHI International Corp. September 2012 - April 2014
SHI International Corp. December 2011 - September 2012
SHI International Corp. January 2011 - December 2011
SHI International Corp. October 2009 - January 2011
Wells Fargo Bank N.A. March 2008 - May 2009
Wells Fargo October 2007 - March 2008
Northwestern Mutual June 2005 - August 2005
Skills
Salesforce.com, Solution Selling, Microsoft Certified..., Customer Retention, Sales, VMware Workstation, Account Management, Sales Process, Cold Calling, SaaS, Enterprise Software, Lead Generation, Data Center, Sales Management, Selling, Management, Direct Sales, Channel, Sales Operations, Investments, Channel Partners, Software Industry, Sales Presentations, B2B, Managed Services, Security, Cloud Computing, Go-to-market Strategy, Partner Management, New Business Development, Professional Services, Networking, Unified Communications, Business Alliances, Demand Generation, Storage, SMB, Strategic Partnerships, Complex Sales, HP, Software Licensing, Virtualization, Storage Solutions, Business Development, Channel Sales, Resellers, CRM, Leadership, Disaster Recovery, Sales Enablement
Education
Texas State University 2002 — 2007
BA, Finance
Wells Fargo Bank N.A. August 2011 - Present
Wells Fargo 2006 - 2011
Denali Alaskan Federal Credit Union 2005 - 2006
Skills
Underwriting, Credit Risk, Financial Analysis, Business Relationship..., Financial Risk, Lines of Credit, Commercial Banking, Real Estate Financing, Credit Analysis, Loan Origination, Portfolio Management, Commercial Lending, Loans, Asset Based Lending
Education
University of Washington 2003 — 2005
Bachelor's degree, Business Admin/Accounting
Seattle Central Community College
Associate of Arts (AA), Deaf Studies
Summit Bank & Trust April 2015 - Present
Wells Fargo Bank N.A. July 2014 - April 2015
Wells Fargo Bank, N.A. November 2012 - June 2014
Wells Fargo Capital Finance February 2012 - August 2012
Wells Fargo Bank, N.A. August 2005 - April 2012
Skills
Credit Analysis, Credit, Commercial Banking, Underwriting, Portfolio Management, Risk Management, Risk Assessment, Management
Education
Minnesota State University, Mankato
Bachelors, Finance
McGladrey November 2011 - Present
Wells Fargo Bank N.A. October 2009 - November 2011
MassMutual Financial Group 2008 - 2009
AIG 2007 - 2008
Chaffey College 2001 - 2007
Skills
External Audit, Auditing, Financial Accounting, Financial Audits, Accounting, Financial Advisory, CRM, Strategic Financial..., Finance, Investments, Financial Analysis, Valuation, Leadership, Tax, Budgets, Management, Financial Services, Corporate Finance, Financial Statements, CPA, Insurance, Internal Controls, Financial Reporting, GAAP, Sarbanes-Oxley Act, US GAAP, Assurance, Asset Management, General Ledger, SEC filings, Data Analysis, Internal Audit
Education
Cal State Fullerton 2010 — 2012
MS Accountancy, Accounting
California State University-Fullerton 2004 — 2007
BA Business Administration, Finance
University of Southern California 1999 — 2003
Computer Engineering and Computer Science
Etiwanda High School
Wells Fargo - Global Banking April 2013 - Present
Wells Fargo Bank N.A. July 2011 - March 2013
Wachovia, A Wells Fargo Company June 2010 - July 2011
Waddell & Reed February 2010 - April 2010
U.S. Department of Commerce, U.S Commercial Service May 2009 - August 2009
Skills
Banking, Credit, Financial Analysis, Loans, Credit Analysis, Small Business Lending, Trade Finance, Commercial Banking, Consumer Lending, Investments
Education
St. Louis University, Madrid
Susquehanna University
Wells Fargo Home Mortgage May 2010 - Present
Wells Fargo Bank N.A. December 2007 - July 2010
Wells Fargo Home Mortgage July 2003 - October 2007
Wells Fargo Bank N.A. - Investment Services 2000 - 2002
RBC Dain Rauscher 1993 - 1998
Skills
Operational Risk, Mortgage Lending, Risk Management, Series 7, Securities, Loans, Financial Services, Management, Mutual Funds, Consumer Lending, Equities
Education
Inver Hills Community College
Wells Fargo February 2014 - Present
Wells Fargo Bank N.A. August 2011 - January 2014
D&D Idaho Foods May 2004 - August 2011
Horizon West Auto Glass May 2001 - May 2004
Skills
Small Business Lending, Consumer Lending, Commercial Lending, Credit, Management, Commercial Banking, Loan Origination, Employee Training, Customer Service, Sales, Deposits, Banking, Relationship Management, Retail Banking, Cross Selling, Lines Of Credit, Refinance, Credit Cards, Branch Banking
Education
American River College
Business Administration and Management, General
The Auburn Journal/ Gold Country Media August 2015 - Present
Little hands August 2013 - August 2015
Umpqua associate October 2012 - August 2013
Sprint November 2011 - September 2012
Wells Fargo Bank N.A. May 2004 - May 2011
Burger King January 2003 - May 2004
Skills
Account Management, Solution Selling, Direct Sales, Cold Calling, Sales Management, Sales, Sales Process, Customer Retention, B2B, Customer Satisfaction, Sales Operations, Call Center, Managed Services, Wireless, Sales Presentations, Management, Customer Service, Customer Experience, Finance, Leadership
Education
National University College 2013 — 2015
Bachelor's degree, Business Administration and Management, General
Heald College Roseville California 2002 — 2004
AA degree, Information Technology
Chana High School
Diploma
Goldman Sachs & Co. July 2014 - Present
Wells Fargo Bank Northwest, N.A. February 2012 - July 2014
Wells Fargo Bank N.A. July 2011 - February 2012
Skills
Analysis, Microsoft Excel, Banking, Microsoft Office, Data Analysis, Sales, Business Analysis, Management, Finance, Customer Service, Access, Risk Management, Financial Analysis, Leadership, Teamwork, Financial Services, Requirements Analysis, Mortgage Lending, AML, PowerPoint, CIP, Product Management, Project Management, Compliance, Regulatory Compliance, OFAC, Strategy, Software Documentation, Portfolio Management, Process Improvement, Financial Risk, Anti Money Laundering
Education
The Maharaja Sayajirao University of Baroda 2006 — 2009
Bachelor's Degree, Clinical Psychology
Atos IT Solutions and Services November 2013 - January 2015
VMC Consulting Corporation August 2013 - November 2013
TEKsystems November 2011 - October 2013
Wells Fargo Bank N.A. October 2005 - November 2011
Skills
Software Documentation, Technical Support, Sales, Management, Training, Sales Operations, Time Management, Call Centers, Sales Management, Retail, Databases, CRM, Vendor Management, Process Improvement, Troubleshooting, Microsoft Office, Team Leadership, Program Management
Education
Strategy Computers - Bellevue, WA 2008 — 2009
Microsoft Certified Systems Engineer
Strategy Computers - Bellevue, WA 2008 — 2009
CompTia A+
Cascadia Community College 2003 — 2004
Simon A. Sanchez 1998 — 2002
High School
Wells Fargo Bank N.A. August 2012 - Present
Bank of America October 2010 - September 2012
Bank of America September 2009 - October 2010
Bank of America January 2006 - December 2009
Comcast Cable March 2003 - January 2006
Affiliated Computer Services Solutions France S.A.S. November 2002 - March 2003
Providian Financial May 1998 - November 2002
Citi 1995 - 1998
Skills
Call Center, Business Control, Risk Management, Business Strategy, Performance Metrics, Career Development, Leadership Development, Management, Training, Call Centers, Loans, Operations Management, Outsourcing, Vendor Management, Credit Cards, Banking, Team Building, Credit, Business Process..., Customer Satisfaction, Leadership, Program Management, Forecasting, Customer Experience, Cross-functional Team..., Team Leadership, Process Improvement, Financial Services, Analytics, Recruiting, Account Management, Six Sigma, Strategy, Business Process, Customer Service, Customer Retention, Organizational..., Staff Development, Employee Relations, Finance, Customer Support, Project Management, Team Management, Employee Management, Change Management
Education
Texas A&M University - Mays Business School 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General
Weber State University 1998 — 2002
Bachelor's Degree, Business Administration / Finance
Valley Christian Counseling Center February 2013 - Present
Wells Fargo Bank N.A. April 2013 - June 2013
Wells Fargo Bank N.A. September 2012 - March 2013
Wells Fargo Bank N.A. December 2011 - August 2012
Victoria's Secret August 2011 - June 2012
City of Edgerton June 2004 - August 2011
McGaw YMCA September 2010 - December 2010
Calvin College January 2008 - May 2010
Grand Rapids Golf Lesson.com January 2010 - April 2010
Skills
Social Media Marketing, Social Media, Press Releases, Marketing, Public Speaking, Illustrator, Photoshop, Trade Shows, Event Planning, Marketing Communications, Advertising, Fundraising, Microsoft Office, Customer Service, Event Management, PowerPoint, Microsoft Excel
Education
Calvin College 2007 — 2011
Bachelor of Arts Business, Communications
Energy & Cleantech Strategic Consulting January 2015 - Present
Johnson Controls, Inc. July 2011 - December 2014
EnergyConnect Group, Inc. January 2009 - July 2011
EPRI, Inc. (Electric Power Research Institute) July 2003 - July 2008
PlaceWare, Inc. (acquired by Microsoft) November 1999 - June 2003
Sequel, Inc. (acquired by Flextronics) January 1998 - June 1999
Madge Networks December 1995 - December 1997
Merisel Inc May 1990 - November 1995
KERR Glass Mfg Corp May 1989 - May 1990
Wells Fargo Bank N.A. September 1984 - May 1989
Skills
Smart Grid, Energy, Business Strategy, Mergers, Start-ups, Energy Efficiency, Cleantech, Energy Management, Mergers & Acquisitions, Renewable Energy, Power Generation, Leadership, Management, Wind, Strategy, Manufacturing, Demand Response, Finance, Program Management, Sustainable Energy, Business Process..., Solar Energy, Energy Policy, Venture Capital, Alternative Energy, Corporate Development, Energy Conservation, Business Planning, Contract Negotiation, Executive Management
Education
San Diego State University-California State University 1980 — 1982
MBA, International Finance
Sonoma State University 1977 — 1979
BA, Economics and Management
Cargill Incorporated 2005 - 2012
Wells Fargo Bank N.A. February 2001 - July 2005
Cargill Incorporated September 1994 - February 2001
Tennant Company October 1985 - September 1994
Skills
Import & export..., Divisional resource for..., Letter of Credit..., Thorough and current..., Negotiations with..., Innovative problem..., Trusted customer..., Systems expertise: ..., Letters of Credit, Solutions Provider, Negotiation, Logistics, Compliance, Regulations, Vendor Relationships, Trusted, Systems, International Trade, Freight, Industrial Sector, Best Practices, Import, International Logistics, Shipping, Export, Customs Regulations, Freight Forwarding, Transportation, Supply Chain Management, International Business, Supply Chain, NAFTA, Container, Trade Compliance, Ocean Freight
Education
Anoka Technical College 1982 — 1984
Diploma, International Business/Trade/Commerce
Anoka Ramsey Community College 1974 — 1976
General Business, Accounting
TCF Bank July 2014 - Present
Sheridan County Title Insurance Agency May 2012 - June 2014
Wells Fargo Bank N.A. November 2009 - May 2011
Wells Fargo Bank N.A. September 2004 - November 2009
Wells Fargo Bank N.A. June 1997 - September 2004
Norwest Bank March 1995 - June 1997
Norwest Bank August 1993 - March 1995
Norwest Bank January 1991 - August 1993
Skills
Business Continuity, Information Security..., HIPAA, Information Security, Project Portfolio..., Customer Service, Information Gathering, Banking, Project Coordination, Reporting & Analysis, Operational Risk..., Security, Administrative Support, Customer Relations, Bank Secrecy Act, Microsoft Office, ISO standards, Adminstrative Services, Vendor Management, Administrative...
Education
North Hennepin Community College 2001 — 2005
Associate of Science (A.S.), Business Administration and Management, General, 3.67
Wells Fargo Bank N.A. July 2000 - Present
Bank of America 1997 - 2000
Union Bank of Switzerland 1996 - 1997
Bank of America 1993 - 1996
Skills
Fixed Income, Derivatives, Portfolio Management, Rates, Bloomberg, Capital Markets, Alternative Investments, Bonds, Credit, Options, Equities, Loans, Series 7, Structured Products, Trading, Banking, Interest Rates, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA
University of California, Berkeley 1984 — 1988
BA
Wells Fargo Advisors September 2013 - Present
Wells Fargo Bank N.A. May 2012 - January 2013
Wells Fargo Bank N.A. September 2012 - December 2012
Wells Fargo Bank N.A. October 2003 - July 2011
First Union 1995 - 1997
Skills
Network Administration, Data Network Design, Telecommunications..., IT Strategy, User Acceptance Testing, Cisco Technologies, Self Defense, Special Education, Teaching, Disaster Recovery, TCP/IP, Networking, Data Center, Troubleshooting, Technical Support
Education
Self Defense America - Defensive Services International, Inc. 2003 — 2013
Black Belt, Personal Security & Self Defense Training, 3rd Degree
South Florida Community College 1978 — 1980
Fine Arts, General
Avon Park High School 1974 — 1978
Acedemic Diploma, Fine Arts, General
Wells Fargo August 2006 - Present
Orphan Advocates International, Inc. 2003 - Present
Wells Fargo Bank, NA. 1992 - 2006
US Bank 1989 - 1992
American Investors Group, Inc 1987 - 1989
Skills
Compliance, Operational Risk, Financial Risk, Settlement, Financial Services, Operational Efficiency, Information Security, Business Continuity..., Corporate Finance, Third Party Vendor..., risk management, Securities, System Conversion, Project Management, Management, Finance, Process Improvement, Relationship Management, Operational Risk..., Trading, Banking, Investments, Business Analysis, Vendor Management, Leadership, AML, Enterprise Risk..., Information Security..., Risk Management, Anti Money Laundering
Education
St. Catherine University
BA, Business Administration/Economics
Wells Fargo Bank N.A. October 2012 - Present
Wells Fargo Bank August 2006 - October 2013
Wells Fargo Bank March 2008 - September 2010
Wells Fargo Bank August 2006 - March 2008
Wells Fargo 2004 - August 2006
Wells Fargo 2002 - 2004
Wells Fargo 2001 - 2002
Wells Fargo 1999 - 2001
Wells Fargo December 1998 - 1999
Skills
Business Analysis, Banking, SDLC, Financial Services, Visio, Process Improvement, Vendor Management, SQL, Microsoft SQL Server, Databases, Integration, Project Management, Microsoft Excel, T-SQL, Database Design, Agile Methodologies, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Outlook, Technical Writing, Software Development, Business Process..., Windows, Requirements Gathering, SharePoint, Access, Software Documentation, Analysis, Business Requirements, Data Modeling, Workforce Management, Data Warehousing, Strategic Planning, Business Intelligence, Systems Analysis, Requirements Analysis, SSIS, User Acceptance Testing, Enterprise Architecture, Business Process, SSRS, Crystal Reports, Business Objects, ETL, Financial Modeling, Call Centers, Analytics, Loans
Education
American River College 1999 — 2010
Associates of Art, Liberal Arts
American River College 1999 — 2010
Associates of Science, Mathematics & Physical Science
Florin High School 1994 — 1999
G.E.D.
Wells Fargo Bank N.A. December 2013 - Present
Wells Fargo Equipment Finance, Inc October 2012 - December 2013
Wells Fargo Equipment Finance, Inc. January 2010 - October 2012
Wells Fargo Equipment Finance, Inc. October 2006 - April 2010
The CIT Group May 2005 - October 2006
The CIT Group July 2003 - May 2005
Citicapital Commercial Corp August 2000 - March 2003
Skills
Credit, Risk Management, Loans, Underwriting, Finance, Analysis, Auditing, Loss Mitigation, Credit Analysis, Contract Negotiation, Strategy, Competitive Analysis, Financial Analysis, Banking, Business Development, Commercial Banking, Commercial Lending, Management, Relationship Management, Loan Origination, Portfolio Management, Small Business Lending, Financial Services
Education
Mercer University - Stetson School of Business and Economics 2004 — 2006
MBA, Business
Georgia State University 1995 — 1999
BBA, Finance
Wells Fargo Bank N.A. March 2011 - Present
Emerson Process Management September 2004 - December 2010
Education
Code Campus
Saint Petersburg State Electrotechnical University "LETI"
Master, Electrical Engineering and Computer Science
Deloitte June 2013 - August 2013
U.S. Department of Justice June 2012 - August 2012
World Trade Center Association Los Angeles-Long Beach September 2010 - July 2011
Real Medicine Foundation January 2010 - July 2011
Wells Fargo Bank N.A. June 2009 - September 2010
Women's Economic Agenda Project (WEAP) December 2008 - December 2009
Wells Fargo Bank N.A. August 2008 - June 2009
Skills
Stata
Education
Duke University - Fuqua School of Business 2011 — 2014
Master of Business Administration (MBA)
Duke University - Sanford School of Public Policy 2011 — 2014
MPP
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
Business Administration
Wells Fargo Home Mortgage October 2010 - September 2013
Wells Fargo Bank N.A. October 2010 - March 2011
Remedy Intelligent January 2009 - March 2009
Citi Mortgage September 2001 - January 2008
CitiGroup (CitiMortgage and CitiCards) September 2001 - January 2008
St Mary's College September 1991 - December 1992
Skills
Public Policy, Credit, College Recruiting, Risk Management, Recruiting, Employee Relations, Public Speaking, Research, Policy, Management, Microsoft Office
Education
Drake University 2005 — 2008
MPA, Executive Development
Wartburg College 1998 — 2000
BA, Business Administration
Adisadel college
The Ratkovich Company November 2012 - Present
The Urban House December 2011 - Present
NBC Universal June 2012 - April 2013
Hollywood Community Housing Corporation August 2012 - December 2012
Wells Fargo Bank NA September 2010 - January 2012
Thomas Properties Group June 2006 - November 2009
Playa Capital Company 2002 - 2006
Ernst & Young 2001 - 2002
CME Corporation June 1999 - June 2000
Skills
Real Estate Development, Real Estate Due..., Real Estate Financing, Financial Analysis, Entitlements, Project Planning, Financial Modeling, Urban Planning, Business Development, Land Acquisition, Real Estate Acquisitions, Commercial Real Estate..., Commercial Real Estate..., Branding & Identity, Asset Management, Commercial Real Estate, Disposition, Due Diligence, Real Estate, Valuation, Feasibility Studies, Construction Management, Dispositions
Education
University of Southern California 2000 — 2001
Masters, Real Estate Development (MRED), Emphasis in Finance
University of Southern California 1995 — 1999
B.S., Civil Engineering (Architecture Minor)
Wells Fargo Bank N.A. April 2015 - Present
Wells Fargo March 2009 - July 2014
Skills
Loans, Mortgage Lending, Credit, Sales, Call Centers, Loan Origination, Refinance, Portfolio Management, Finance
Education
Arizona State University
Attended Mesa Community College and Scottsdale Community College
Rose Radiology June 2013 - Present
Michael Schmoker Ph.D December 2011 - May 2013
Wells Fargo Bank N.A March 2011 - September 2011
Publix Supermarkets December 2005 - April 2011
Education
University of South Florida 2010 — 2014
Bachlors of Science, Public Health
Hillsborough Community College
Associates of Arts
BACTES Imaging Solutions, LLC September 2015 - Present
REApplications May 2011 - Present
ASAP Datasolutions September 2008 - Present
BANK OF INTERNET FEDERAL BANK September 2013 - September 2015
Karl Strauss Brewing Company May 2013 - August 2013
Bofi 2013 - 2013
Wells Fargo Bank N.A. February 2010 - March 2011
Wells Fargo Bank N.A. 2010 - 2011
SAN DIEGO DATA PRO’S 2008 - 2009
Barratt American 2001 - 2007
Skills
Visual Studio 2008, SQL Server 2008, VB.NET, MS Office (Excel /..., Visual Studio, Object Oriented Design, Software Development, Integration, SSIS, Business Intelligence, Microsoft SQL Server, Software Engineering, ASP.NET, Databases, Customer Service, Web Applications, SQL, Crystal Reports, Access, SDLC, Database Design, Troubleshooting, T-SQL, Cross-functional Team..., Microsoft Excel
Education
University of Phoenix 2008 — 2009
MIS, Information Systems
California State University-Northridge 1984 — 1988
BA, Finance / Real Estate
Lemniscate Investments LLC January 2010 - Present
Lemniscate Investments LLC 1999 - Present
Consorcio La Moneda 1986 - 1997
Banco Latino 1984 - 1985
Banco de la Nacion del Peru 1983 - 1984
Wells Fargo Bank N.A. 1977 - 1983
Skills
Business Strategy, Corporate Finance, Financial Modeling, Financial Analysis, Risk Management, Mergers, Strategic Planning, Strategic Financial..., Business Planning, Portfolio Management, Management Consulting, Banking, Business Analysis, Valuation, Investment Banking, Investments, Due Diligence, Financial Structuring, Strategy, Private Equity, Forecasting, Venture Capital, Finance, Business Development, Economics, Management, Internal Audit, Restructuring, Emerging Markets, Capital Markets, Executive Management, Project Finance, Asset Management, Managerial Finance, Equities, Financial Risk, Corporate Development, Fixed Income, Derivatives, Start-ups, Entrepreneurship, Hedge Funds, Credit Risk, Trading, Funding, Strategic Consulting, Financial Markets, M&A experience, Financial Services, Mergers & Acquisitions
Education
Harvard University 1974 — 1976
MBA, Business Administration / Finance
Universidad Nacional de Ingenieria 1962 — 1966
BSc. EE, Electronics
Universidad Nacional de Ingeniería
BS in Electrical Engineering
Scarmardo Foodservice Inc. February 2012 - Present
Wells Fargo Bank N.A. August 2011 - February 2012
Wells Fargo Bank N.A. October 2010 - November 2011
Enterprise Rent-A-Car February 2010 - August 2010
Whispering Pines Golf Club September 2005 - June 2008
Skills
Customer Service, Building Relationships, Leadership, Sales, Food Service, Restaurants, Food & Beverage, Cold Calling, New Business Development, Accounts Payable, Accounts Receivable, Banking, Credit, Management, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Accounting
Education
Sam Houston State University 2005 — 2009
Business Management, Business
JPMorgan Chase August 2013 - Present
JPMorgan Chase N.A. January 2011 - August 2013
Wells Fargo Bank N.A. August 2008 - December 2010
Wells Fargo Bank N.A. December 2006 - August 2008
Genisys Financial Corporation October 2005 - February 2006
American Internet Mortgage May 2004 - September 2005
Skills
Banking, Financial Analysis, Revenue, Credit, Management, Loans, Coaching, Mortgage Lending, Leadership, Strategic Planning, Microsoft Excel, Underwriting, Project Management, Sales Management, Financial Services
Education
University of California, San Diego 2004 — 2008
BA, International Studies with an Emphasis in Economics
Accountemps June 2014 - Present
Saint Andrew's Episcopal Children's Center November 2012 - May 2014
WyzAnt Tutoring March 2011 - February 2013
Pepsi Beverages Company November 2007 - October 2011
Robert Half Accountemps March 2006 - November 2007
Mission Hills Church April 2004 - November 2005
Wells Fargo Bank N.A. July 2003 - April 2004
Insigna Technology November 2002 - July 2003
Hadley Auto Transport July 1999 - November 2002
Pacific Monarch Resorts September 1997 - July 1999
Skills
Entrepreneurship..., Accounting, Access, Microsoft Excel, Outlook, QuickBooks, Accounts Payable, Microsoft Word, Financial Accounting, PowerPoint, Human Resources, Benefits Administration, Visio, Microsoft Publisher, Science, Financial Analysis, Budgets, General Ledger, Financial Reporting, Leadership, Payroll
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1995 — 2002
Bachelors, Entrepreneurship (Professional Business)
California Polytechnic State University-San Luis Obispo 1983 — 1987
Wells Fargo Bank N.A. January 2010 - Present
Peter Heffring May 2009 - December 2009
Countrywide Home Loans September 2001 - June 2008
Skills
Credit Analysis, Mortgage Banking, Mortgage Lending, Credit, Loans, Underwriting, Loan Origination, Residential Mortgages, Banking, Refinance
Education
University of California, Berkeley
BA, Economics
Murphy's Landscaping March 2014 - Present
Melrose Enterprises, Ltd. April 2013 - February 2014
NetCarrier June 2012 - March 2013
Wells Fargo Bank N.A. February 2011 - June 2012
Skills
Banking, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Client Service Oriented
Education
Montgomery County Community College 2007 — 2008
English Language and Literature, General
Buxmont Christian Educational Institute 1991 — 2006
Wells Fargo Bank N.A. November 2012 - Present
Wells Fargo October 2012 - Present
Leapset January 2012 - June 2012
TNT March 2003 - January 2012
Skills
Customer Service, Sales, Leadership, Management, Microsoft Excel, Microsoft Office, Team Building, Training, Time Management, Marketing, Team Leadership, Software Documentation, Microsoft Word, Account Management, Coaching, Social Networking, Event Management, Customer Satisfaction, Social Media, Project Management, Salesforce.com, Cloud Computing, Web Design, Security
Education
Skyline College 2002 — 2008
Business Administration and Management, General
Mills High School 1998 — 2002
Diploma, High School/Secondary Diplomas and Certificates, 9-12
Voya Financial April 2015 - Present
BI WORLDWIDE September 2014 - April 2015
Thomson Reuters September 2013 - September 2014
Green Tree Servicing October 2012 - September 2013
Wells Fargo Bank N.A. September 2007 - October 2012
Wells Fargo Corporate Trust April 2005 - August 2007
Wells Fargo Institutional Trust March 2000 - March 2005
Norwest Investment Services, Inc. June 1997 - March 2000
Norwest Investment Services, Inc. June 1997 - March 2000
Washington Square Securities December 1996 - June 1997
Skills
Cross-functional Team..., Management, Program Management, Sales Management, Analysis, Business Development, Sales, Marketing, Product Development, Banking, Training, Marketing Strategy, Google Analytics
Education
University of St. Thomas 2005 — 2009
MBA, Marketing
Luther College 1990 — 1994
Bachelor of Arts, Business Management
Osseo Sr High
Security State Bank March 2009 - Present
Wells Fargo Bank N.A. 1987 - September 2008
Skills
Banking, Loans, Commercial Banking, Credit
Education
St. Cloud State University
Bachelor of Arts (B.A.), Business Administration and Management, General
RBC Global Asset Management (U.S.) Inc. September 2013 - Present
Wells Fargo Bank, N.A. October 2007 - September 2013
Wells Fargo Bank N.A. September 2001 - October 2007
Wells Fargo Bank. N.A. July 2000 - September 2001
Wells Fargo Bank. N.A. 1999 - 2000
Wells Fargo Bank. N.A. September 1994 - December 1999
Skills
Project Management, Enterprise Risk..., Change Management, Employee Training, Program Development, Risk Management, Issue Management, Financial Services, Banking, Process Improvement, Financial Risk, Relationship Management, Financial Analysis, CRM, Investments, Sales, Management, Finance, Portfolio Management
Education
University of Saint Thomas - School of Business 2005 — 2011
MBA, Strategic Management, Finance, Entrepreneurship
Minnesota State University, Mankato 1996 — 2000
BS, Economics w/ Minor in Business Administration
Wells Fargo Bank N.A. October 2012 - June 2014
Education
Prairie View A&M University 1995 — 2003
Bachelor of Business Administration (BBA), Management Information Systems and Services
Grupo de la Vega April 2014 - Present
Capital Bank, El Paso February 2011 - April 2014
Wells Fargo Bank, NA. September 1998 - February 2011
Skills
Commercial Banking, Banking, Loans, Trade Finance, Treasury Management, Credit, Managerial Finance, Investments, Credit Analysis, Small Business Lending, Commercial Lending, Portfolio Management, Credit Risk
Education
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM
MBA - Finance
Breaking Barriers Community Service Center August 1996 - December 2014
Wells Fargo Bank N.A. February 2008 - October 2013
Sacramento Rainbow Chamber of Commerce 2001 - 2009
Feather Thy Nest 2001 - 2007
Education
San Joaquin Delta College 1982 — 1985
Interior Design, Decorating
Tokay High School, Lodi CA 1978 — 1982
Graduate Class of 1982, General Studies
Advantage Sales & Marketing March 2011 - Present
Booster Shot Marketing 2011 - December 2011
Wells Fargo Bank N.A. October 2006 - November 2009
Wells Fargo Bank October 2006 - November 2009
Adventures August 2006 - November 2006
Barking Dogs Promotions October 2001 - April 2005
Disneyland Resort June 2001 - June 2002
Education
Azusa Pacific University 2002 — 2006
BA, Liberal Studies
Wells Fargo Bank N.A. March 2010 - Present
Wachovia Bank 2000 - March 2010
Citigroup October 1973 - September 2000
Citibank 1973 - 2000
Skills
Treasury Management, Banking, Cash Management, Commercial Banking, Financial Risk, Payments, AML, Financial Institutions, Risk Management, Operational Risk..., Process Improvement, SWIFT payments, Trade Finance, Credit Risk, ACH, Loans, Liquidity Management, Back Office, Customer Service, Capital Markets, FX Options, Treasury Services, FX, Compliance, SWIFT, Product Management, Business Strategy, Business Process..., Product Development, Change Management, Program Management, Customer Relations, Business Continuity..., Relationship Management, Payment Systems, Enterprise Risk..., Executive Management, Structured Finance, Mergers & Acquisitions, Bank Secrecy Act, OFAC, Fraud Detection, Emerging Markets, Organizational..., Stock Trading, International Business, Portfolio Management, Credit, Financial Services
Education
Pace University - Lubin School of Business 1976 — 1979
BS, Accounting, Finance
Site Planning Site Development May 2015 - Present
Self-Employed October 2014 - April 2015
Wells Fargo Bank, NA. May 2013 - October 2014
Skills
FHA, Financial Services, Banking, Loans, Microsoft Excel, Credit, Retail Banking, Real Estate, Financial Accounting, Consumer Lending, Accounting, Financial Analysis, Commercial Banking, Finance, Investments, Bloomberg, Equities, Customer Service, Sales, Microsoft Office, Time Management
Education
Texas State University - McCoy College of Business Administration 2011 — 2015
Bachelor’s Degree, Finance
Wells Fargo Bank N.A. 1993 - Present
Skills
Banking, Commercial Banking, Credit, Loans, Commercial Lending, Relationship Management, Small Business Lending, Finance, Credit Analysis, Cross Selling, Financial Services, Portfolio Management
Education
Norwalk Community College
Associate's degree, Business, Management, Marketing, and Related Support Services
Red Licorice MediaWorks March 2012 - Present
Pigskin Nerd July 2014 - Present
CDK Global November 2014 - July 2015
Analytics Pros January 2013 - June 2014
Mars Hill Church March 2010 - March 2012
Mars Hill Church December 2008 - March 2010
Wells Fargo Bank N.A. September 2001 - December 2008
Wells Fargo Bank N.A. March 2001 - September 2001
Wells Fargo Bank N.A. August 1999 - March 2001
AmSouth Bank February 1997 - August 1999
Skills
Leadership, Google Analytics, Management, Digital Marketing, Project Management, SEO, Executive Management, Google Adwords, JavaScript, Node.js, jQuery, HTML5, Git, Github, Unix, AJAX, WordPress, Data Analysis, PPC, Data Visualization, Financial Analysis, Real Estate, Banking, Contract Negotiation, Business Development, Marketing Strategy, Salesforce.com, Forecasting, Strategic Consulting, SQL, R, Client Services, Music, German
Education
Code Fellows
Web Development - JavaScript
Louisiana State University and Agricultural and Mechanical College 1994 — 1996
B.S., Major: Finance; Minor: Accounting
University of Mississippi 1990 — 1994
English / Accounting
Mississippi School for Math and Science 1988 — 1990
Wells Fargo Bank N.A. April 2010 - Present
Champion Bank June 2008 - March 2010
First Horizon August 2006 - April 2009
First United Bank 1986 - 2004
First United Bank 1986 - 2004
Skills
20 years of Banking..., Loans, Credit, Portfolio Management, Commercial Lending, Mortgage Lending, Credit Analysis, Small Business Lending, Banking, Loan Origination, Commercial Banking, Mortgage Banking, Consumer Lending
Education
Metropolitan State College of Denver 1981 — 1984
JPMorgan Chase Bank N.A. May 2013 - Present
Wells Fargo Bank N.A. July 2007 - November 2012
Sleep Train Mattress Center January 2006 - July 2007
Fry's Electronics August 2002 - January 2006
SUPERVALU February 1995 - August 2002
Education
St. Cloud State University 1997 — 2002
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
Heritage Property Management Ltd January 2015 - Present
Tax Preparation January 2009 - Present
Wells Fargo Bank N.A. December 2006 - January 2012
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Accounting and Finance
Technical University Sofia
Master of Engineering (M.Eng.)
Wells Fargo Home Mortgage September 2012 - Present
Wells Fargo Home Mortgage September 2009 - September 2012
Wells Fargo Home Mortgage February 2005 - September 2009
Wells Fargo Bank N.A. January 2004 - February 2005
Skills
Analysis, Budgets, Finance, Risk Management, Credit Analysis, Loan Origination, Relationship Management
Education
North Dakota State University
Regions Bank July 2013 - Present
Wells Fargo Bank N.A. November 2006 - July 2013
Regions Bank June 2004 - November 2006
GE Capital September 1995 - May 2004
GE Capital October 1992 - September 1995
GE Capital January 1989 - October 1992
Skills
Commercial Banking, Loans, Credit, Banking, Commercial Lending, Consumer Lending, Insurance, Treasury Management
Education
Auburn University
U.S. Department of Housing and Urban Development November 2014 - Present
U.S. Department of Housing and Urban Development November 2011 - October 2014
U.S Department of Housing and Urban Development July 2008 - November 2011
Indymac bank 2004 - 2007
Wells Fargo Bank N.A. 2003 - 2004
Countrywide Financial Corp 1999 - 2003
Skills
FHA Financing, Mortgage Lending, Risk Management, Public Administration, Reverse Mortgages, Management, Government, Mortgage Banking, Policy, Banking, Leadership, Training, Marketing, Credit, Financial Services, Analysis, Program Management, Real Estate, Federal Government, Public Policy, Community Outreach, Loans, Nonprofits, Grant Writing, Credit Analysis, Policy Analysis, Consumer Finance, Home Equity Conversion..., Federal Government..., Underwriting, Customer Service, FHA, Finance, Residential Mortgages, Financial Analysis
Education
University of Alabama 1994 — 1999
B.A, Political Science, Womens' Studies
Clayton State University 2011 — 2013
Master of Arts in Liberal Studies, Political Science
Mechanics Bank September 2014 - Present
Mechanics Bank August 2012 - September 2014
Mechanics Bank January 2007 - August 2012
Bank of Walnut Creek January 1998 - December 2006
Bank of Walnut Creek January 1996 - December 1997
Citibank, F.S.B October 1994 - December 1995
Citibank N.A. December 1988 - September 1994
Wells Fargo Bank N.A. June 1987 - November 1988
Skills
Banking, Commercial Banking, Portfolio Management, Risk Management, Cash Management, Treasury Management, Accounting Management, Finance, Analysis, CRM, Financial Services, Retail Banking, Financial Analysis, Management
Education
Cal State East Bay 2011 — 2014
Bachelor of Science in Business Administration, Corporate Management and Finance, 3.8
Diablo Valley College 1996 — 2011
Associate's Degrees, Business, Accounting and Liberal Arts, 3.8
Pacific Coast Bankers School 1999 — 2002
PNC March 2014 - Present
Wells Fargo Bank N.A. February 2011 - March 2014
BB&T July 2010 - February 2011
BB&T 2005 - 2010
BB&T June 2005 - December 2005
Federal Valet Car Parking, Inc April 2002 - April 2005
Skills
Portfolio Management, Credit, Loans, Financial Analysis, Underwriting, Cash Management, Credit Analysis, Banking, Commercial Lending, Forecasting, New Business Development, Risk Management, Treasury Management, FX Hedging, Interest Rate..., Commercial Banking, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
MBA
University of Maryland - Robert H. Smith School of Business
BS
ESET North America July 2011 - Present
A-Z Bus Sales, Inc. April 2010 - April 2011
Paragon Software 2008 - December 2009
ESRI January 2008 - July 2008
FarStone Technology, Inc. 2004 - 2007
Newport International (formerly GrassRoots Communications, Inc.) 2003 - 2004
Wells Fargo Bank N.A. 2002 - 2003
Integrated Device Technology, Inc. (IDTI) 1998 - 2002
United States Air Force 1993 - 1998
Skills
Product Marketing, Lead Generation, Competitive Analysis, Email Marketing, E-commerce, Cross-functional Team..., Enterprise Software, Marketing, Management, Market Research, Leadership, Program Management, Account Management, Advertising, Business Development, Channel, Contract Negotiation, Digital Marketing, Marketing Management, Marketing Strategy, Mobile Devices, Multi-channel Marketing, Negotiation, New Business Development, Online Advertising, Online Marketing, Product Development, Product Launch, Product Management, Public Relations, Sales, Sales Operations, Social Media, Social Media Marketing, Strategic Partnerships, Strategic Planning, Training, Web Analytics
Education
Golden Gate University 1998 — 2000
MBA, Marketing Management
United States Air Force Academy 1989 — 1993
BS, General Engineering / Political Science
Southwestern High School 1985 — 1989
Wells Fargo Bank N.A. January 2012 - Present
Wells Fargo Bank N.A. April 2011 - January 2012
Wells Fargo Bank N.A. September 2008 - April 2011
Merrill Lynch February 2007 - September 2008
Wachovia, A Wells Fargo Company September 2002 - February 2007
Skills
Banking, Loans, Credit, Treasury Management, Commercial Banking, Commercial Lending, Portfolio Management, Financial Analysis, Cash Management, Credit Analysis, Investments, Mortgage Lending, Risk Management, Relationship Management, Small Business Lending, Financial Risk, Cross Selling, Financial Services
Education
San Francisco State University, College of Business 2004 — 2006
BS, Finance
Diablo Valley College 2001 — 2004
General Education
Matsui Nursery, Inc. March 2015 - Present
Matsui Nursery, Inc. January 2014 - February 2015
The USA Group/USAssets December 1984 - December 2014
InnWorks January 1992 - January 2014
Open Arms of Minnesota February 2012 - May 2012
CIS Equipment Leasing 1983 - 1984
Wells Fargo Bank N.A. 1982 - 1983
Skills
Asset Management, Risk Management, Investor Relations, Strategic Planning, Leading Change, Interim Management, Mentoring, Family Business, Financial Analysis, Crisis Management, Turn Around Management, Work Outs, Hotels, Public Relations, Tourism, Marketing Strategy, Mergers, Asset Managment, Social Media, Hospitality Management, Strategy, Budgets, Mergers & Acquisitions, Marketing
Education
Northwestern University - Kellogg School of Management 2002 — 2004
MBA
Harvard University 1977 — 1981
AB, cl
UMB Bank June 2015 - Present
Wells Fargo Bank N.A. November 2013 - June 2015
Wells Fargo Home Mortgage October 2012 - November 2013
The Palmer Group March 2012 - October 2012
Principal Financial Group February 2006 - February 2012
Ashworth Road Baptist 2006 - 2012
YMCA of Greater Des Moines December 1999 - February 2006
Graceland University 1992 - 1997
Skills
Financial Analysis, Sales, Customer Service, Training, Coaching, Banking, Team Building, Analysis, Risk Management, Credit, Data Analysis, Leadership Development, Portfolio Management, Public Speaking, Time Management, Business Analysis, Strategic Financial..., Strategy, PowerPoint, Microsoft Excel, Teamwork, Fundraising, Loans, Social Media, Project Management, Business Process..., Strategic Planning, Budgets, Customer Satisfaction, Management
Education
William Penn University 2008 — 2010
Master of Business Leadership, Leadership/Management
Graceland University 1992 — 1997
Bachelor's of Arts, History/Iowa Secondary Education Teaching License
Wells Fargo Bank N.A. September 2013 - Present
Revolution Leadership, Inc. 2011 - Present
Wells Fargo Bank N.A. August 2012 - September 2013
Wells Fargo March 2012 - August 2012
Wells Fargo Bank N.A. May 2011 - March 2012
Wells Fargo Bank N.A. July 2010 - May 2011
Darden Restaurants August 2005 - May 2011
Wells Fargo Financial August 2006 - July 2010
West Telemarketing Corporation August 2002 - November 2004
Skills
Consumer Lending, Lines Of Credit, Home Equity, Small Business Lending, Loans, Banking, Sales Operations, Telemarketing, Sales Management, Coaching, Insurance, Administration, Product Marketing, Customer Retention, Marketing, Team Building, Direct Sales, Budgets, Sales Process, B2B, Strategic Planning, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Event Planning, Mortgage Lending
Education
University of Central Florida - College of Business Administration 2014 — 2016
Master of Business Administration (MBA)
Troy University 2009 — 2011
Bachelor of Science (B.S.), Marketing/Business Administration
George C Wallace State Community College-Dothan 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
George C Wallace State Community College-Dothan 2002 — 2005
Associate OF APPLIED SCIENCE (A.A.S.), PTA
Watson Realty Corp. November 2014 - September 2015
Wells Fargo Bank N.A. April 2009 - March 2013
Harold Scherr Law Offices October 2003 - January 2009
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, Research, Outlook, Mortgage Lending, Residential Homes, Investment Properties, Negotiation, Customer Service, Team Leadership
Education
Bethune-Cookman University 1990 — 1995
Bachelor’s Degree, Business Administration, Management and Operations
AUSGAR Technologies Inc. October 2007 - September 2015
Harris Information Technology Inc. 2001 - 2007
DSIC 1998 - 2001
NCH/NuWorld Marketing Limited 1997 - 1998
Hughes Network Systems 1996 - 1997
Technology Integration Group Inc. 1995 - 1996
LANSystems Incorporated 1994 - 1995
Communications TeleSystems International 1993 - 1994
Wells Fargo Bank N.A. 1989 - 1993
A.O. Smith 1986 - 1989
Skills
Network Infrastructure..., Cisco Routers, Wireless Networking, WAN, WAN Optimisation, Information Assurance, Business Development, Program Management, Network Architecture, Network Engineering, CISSP, Cisco Technologies, Network Design, Security Clearance, Virtualization, System Administration, DIACAP, Project Management, Data Center, VMware, Enterprise Software, Computer Security, Network Administration, DoD, Information Security, Systems Engineering, Troubleshooting, NIST, Navy, Network Security, Enterprise Architecture, Firewalls, Integration, Information Technology, Networking, Security+, Security, Disaster Recovery, Routers, Vulnerability Assessment, Active Directory, FISMA, LAN-WAN, VPN, IPSec, Switches, Vulnerability Management, Information Security..., Penetration Testing, Servers
Education
University of San Diego 1984 — 1986
BBA
San Diego Mesa College 1982 — 1984
Transfer Program
WELLS FARGO BANK N.A. November 2009 - Present
Wells Fargo Home Mortgage November 2009 - December 2009
BWAY May 2008 - April 2009
USAA FEDERAL SAVINGS BANK March 1996 - July 2006
Skills
Mortgage Lending, Internal Audit, Management, Home Equity, Collections, Consultation, Loss Mitigation, Operational Risk, Operational Excellence, Privacy Policies, Root Cause Analysis, Program Evaluation, Mortgage Banking, Loans, Credit
Education
St. Mary's University 1971 — 1973
ASSOC, Law Enforcement, English
Walmart November 2013 - Present
Beacon Credit Union July 2010 - November 2013
United States Marine Corps January 2000 - October 2013
PakMail April 2009 - May 2012
Wells Fargo Bank N.A. October 2004 - April 2009
Fire Police FCU July 2001 - October 2004
Skills
Process Improvement, Project Management,..., Budgets, Leadership, Military, Sales, Management, Team Leadership, Human Resources, Project Planning, Security, Strategy, Logistics, Training, Team Building, Security Clearance
Education
International Business College 2004 — 2009
B.S, Business Accounting
loanDepot LLC August 2015 - Present
Greenlight Loans (Formerly Greenlight Financial Services) September 2012 - July 2015
Robert Half International - The Creative Group Division June 2011 - July 2012
Robert Half International-OfficeTeam Division December 2009 - June 2011
Ajilon Professional Staffing September 2008 - November 2009
Ajilon Professional Staffing May 2007 - August 2008
Ajilon February 2004 - May 2007
Wells Fargo Bank N.A. August 2001 - September 2003
Wells Fargo Bank N.A. June 1999 - August 2001
Skills
Temporary Staffing, Staffing Services, Recruiting, Applicant Tracking..., Technical Recruiting, Temporary Placement, Talent Acquisition, College Recruiting, Contract Recruitment, Internet Recruiting, Benefits Negotiation, Executive Search, Screening Resumes, Permanent Placement, Sourcing, Onboarding, Human Resources, Employee Relations, Resume Writing, Job Fairs
Education
California State University-Long Beach 1998 — 2000
Bachelor's Degree, Human Resources Management
Cypress College 1995 — 1998
Associate's Degree, Business Administration
Wells Fargo Bank N.A. August 2007 - Present
LaSalle Bank, N.A. 1995 - 2007
Skills
Commercial Lending, Organizational..., Commercial Banking, Networking, Business Development, Customer Service, Relationship Management, Alumni Relations, Team Leadership, Asset Based Lending, Investments, Loans, Credit Analysis
Education
Northwestern University - Kellogg School of Management 2008 — 2012
Master's degree, Management & Organizational Behavior / Accounting
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
Bachelor, Finance
Wells Fargo Bank N.A January 2012 - Present
Wells Fargo Bank N.A. September 2006 - Present
The Vanguard Group August 2005 - August 2006
The Vanguard Group June 2003 - August 2005
Education
Binghamton University 1999 — 2004
BS, Economics
WELLS FARGO BANK 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
Bank of the West July 2014 - August 2015
Wells Fargo Bank N.A. July 2008 - September 2010
Standard Chartered Bank December 2004 - October 2005
Skills
Microsoft Excel, Research, PowerPoint, CRM, Salesforce.com..., Certified...
Education
Army Institute Of Management
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Miranda House College
Bachelor’s Degree, Bachelors in Arts
Wells Fargo Bank N.A. March 2008 - Present
Principal Financial Group 1994 - 2006
Dreher, Simpson & Jensen 1993 - 1994
Skills
Procurement, Vendor Management, Risk Mitigation, Contract Negotiations, Vendor Relations, Process Improvement, Contract Management, Contract Negotiation, Hardware, Strategic Sourcing, Negotiation, Real Estate, Risk Management, Compliance, Mergers, Leadership, Sourcing, Management, Business Analysis, Program Management, Business Process..., Team Building, Strategy, Project Management, Strategic Planning, Insurance, Cross-functional Team..., Sales, Change Management, IT Strategy, Budgets, Business Strategy, Analysis, Team Leadership, CRM, Business Intelligence, Operations Management, Business Process, Purchasing, Financial Services, Mergers & Acquisitions, Legal Writing, Requirements Gathering
Education
Iowa State University - College of Business
Bachelor’s Degree, Business Administration and Management, General
Wells Fargo Bank N.A. May 2005 - Present
Education
Montana State University-Bozeman 2000 — 2005
Bachelor of Applied Science (BASc), Agricultural Economics & Economics
Fannie Mae September 2010 - Present
Wells Fargo Bank N.A. 2006 - December 2010
The Bank Of New York 1998 - 2006
Fifth Avenue Chocolatiere 1991 - 1998
Skills
Securities, Portfolio Management, Fixed Income, Risk Management, Asset Management, Banking, CRM, Corporate Finance, Financial Analysis, Financial Services, Hedge Funds, Investments, Project Management, Structured Products
Education
American Institute of Banking 1999 — 1999
Certified Corporate Trust Specialist designation, Corporate Trust Administration
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, International Investments and Finance Major, International Marketing Minor.
IBERIABANK June 2015 - Present
Wells Fargo Bank N.A. March 2007 - March 2015
Public Bank April 2005 - February 2007
Fifth Third Bank/First National Bank of Florida September 1996 - April 2005
Education
University of Central Florida - College of Business Administration 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
University at Buffalo 1989 — 1991
Wells Fargo Bank N.A. September 2010 - Present
Wachovia June 2008 - March 2011
Citigroup November 2001 - June 2007
Citigroup June 1996 - November 2001
Citibank January 1992 - June 1996
Citibank April 1990 - January 1992
Skills
Credit, Portfolio Management, Risk Management, Credit Analysis, Compliance, Risk Analysis, Banking, Financial Services, Project Management, Credit Risk, Financial Risk, Commercial Banking, Operational Risk, Internal Controls, Due Diligence, Capital Markets, Internal Audit, Financial Modeling, Financial Institutions, Finance, Investments, Basel II, Loans, Managerial Finance, Investment Banking, Economics, Relationship Management, Financial Analysis, Corporate Finance, Cash Management, Cross-functional Team..., Strategic Financial..., Team Building, Auditing, Management, Leadership, Operational Risk..., Business Strategy, New Business Development, Financial Reporting, Commercial Lending, Coaching, Enterprise Risk..., Executive Management, Project Planning, AML, Treasury Management, Training, Fraud, Cash Flow
Education
Nova Southeastern University 1992 — 1994
MBA, Finance
University of the West Indies, Mona 1985 — 1988
B.Sc., Management Studies
Manchester High School 1983 — 1985
A Levels
deCarteret College 1978 — 1983
O'Levels and CXC's
Deluxe Corporation April 2015 - Present
Honeywell January 2008 - April 2015
Wells Fargo Bank N.A. 2002 - 2008
Skills
SharePoint, Six Sigma, Administrative..., Outlook, Certified..., Office Management, PowerPoint, Lotus Notes, Microsoft Excel, Spreadsheets, Microsoft Office, Microsoft Word, Visio, Event Planning, Customer Service, Calendars, Time Management, Expenses, Travel Planning, Travel Arrangements, Process Scheduler, Accounts Payable, Leadership, System Administration, Human Resources, Telephone Skills, Access, Calendaring, Employee Relations, Mentoring, Confidentiality, Accounts Receivable, Adobe Acrobat, Executive..., Data Entry, Microsoft Publisher, Invoicing, Administration, Concur, QuickBooks, Process Improvement, Teamwork, Budgets, Office Administration, Software Documentation, Microsoft Office 2007, Expense Reports, Meeting Planning, PeopleSoft, Payroll
Education
Louisiana State University 1980 — 1984
Wells Fargo Home Mortgage Vice PresidentWells Fargo1997 - Present
Wells Fargo Bank N.A. 1997 - Present
Chase Manhattan Corporation October 1989 - May 1996
Skills
Loans, Funding, Mortgage Lending, Credit, Loss Mitigation, Underwriting, Mortgage Banking, Loan Origination, Refinance, FHA, Consumer Lending, Credit Analysis, Mortgage Servicing, Residential Mortgages
Education
The University of New Mexico 1971 — 1976
Bachelor, Phsycology
Bank Leumi USA November 2014 - Present
California First National Bank May 2014 - November 2014
Federal Deposit Insurance Corporation July 2009 - April 2014
City National Bank December 2007 - December 2008
Citibank N.A August 2006 - November 2007
Wells Fargo Bank N.A. September 2001 - August 2006
Foothill Capital Corporation December 1995 - September 2001
Fleet Bank August 1981 - December 1995
Fidelity Union Bank July 1978 - August 1981
Skills
Credit, Loans, Portfolio Management, Banking, Credit Risk, Credit Analysis, Cash Flow, Credit Administration, Bank asset quality..., Credit Review, Credit Risk Management, Asset Based Lending, Commercial Lending, Underwriting, Commercial Banking, Financial Risk, Structured Finance, Relationship Management, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1994
MBA, Strategic Management
Mount Holyoke College 1974 — 1978
Bachelor's degree, Economics
Williams College 1976 — 1977
None, Economics
Wells Fargo Home Mortgage December 2013 - Present
Wells Fargo Home Mortgage March 2001 - November 2013
Wells Fargo Bank N.A. March 1993 - March 2001
Skills
Mortgage Lending, Loans, Cross Selling, Banking, Business Requirements, Consumer Lending, Credit Analysis, Credit, Loan Origination, Residential Mortgages, Lead Management, Process Improvement, Leadership, Sales, Call Centers, Relationship Management, Risk Management, Requirements Gathering
Education
The University of North Dakota
Bachelor's degrees, Management & Marketing
Wells Fargo October 2004 - Present
Wells Fargo Bank N.A. 2004 - Present
State of Iowa Credit Union Division May 1999 - October 2004
Skills
Legal Compliance, Auditing, Microsoft Office
Education
Luther College 1993 — 1997
Strategy - Process - Change January 2014 - Present
Wells Fargo Bank N.A. 2014 - Present
JP Morgan 2011 - 2013
JPMorganChase 2009 - 2011
Washington Mutual Bank/JPMorgan Chase & Co 2003 - 2009
Booz Allen Hamilton 2001 - 2003
US Postal Service 1980 - 2000
Skills
Six Sigma, Business Process..., Process Improvement, Change Management, Lean Manufacturing, Operational Excellence, Program Management, Vendor Management, Cross-functional Team..., Process Engineering, Business Analysis, PMP, Project Management, Operations Management, Risk Management, Project Portfolio..., Management, Financial Services, Statistics, Leadership, Business Transformation, Business Process, PMO, Strategy, Outsourcing, Business Process..., Analysis
Education
University of Southern California
DPA
University of Colorado Boulder
Doctoral Program
California State University-Long Beach
Master of Public Administration (M.P.A.)
California State University-Long Beach
Bachelor's Degree
Wells Fargo November 2012 - Present
Wells Fargo Bank, Health Benefit Services June 2007 - November 2012
Wells Fargo Bank N.A. 1988 - 2012
Wells Fargo January 2000 - July 2007
Skills
SDLC, Vendor Management, Business Analysis, Business Requirements, Banking, Project Portfolio..., Requirements Gathering, PMO, Process Improvement, Risk Management, Visio, Requirements Analysis
Education
Metropolitan State University 1989 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Alexandria Technical College 1984 — 1986
Computer Programming, Computer Programming
Wells Fargo Bank N.A. October 2008 - Present
MSA Solutions November 2004 - July 2008
OSI Collection Services 2000 - 2004
OSI Collection Services 1996 - 2000
Skills
Human Resources, Deferred Compensation, Employee Relations, Recruiting, Employee Benefits, Process Improvement, Management, Interviews, Strategic Planning, Team Building, Personnel Management, Organizational..., Risk Management, Operations Management, Call Center, Leadership, Coaching, Training, Call Centers, Hiring, Customer Service, New Hire Orientations, Financial Services, Change Management, Insurance, Leadership Development, Project Management, Analysis, Loans, Performance Management, Talent Acquisition, Team Leadership, Credit, Executive Management, Credit Cards, Mergers & Acquisitions, Finance, Vendor Management, Banking, Outsourcing, Strategy, Employee Engagement, Employee Training, Loss Mitigation, Relationship Management, CRM, Customer Retention, Consumer Lending, Portfolio Management, Business Development
Education
Glendale Community College 2001 — 2009
Wells Fargo Bank N.A. August 2012 - Present
Wells Fargo Bank N.A. July 2010 - August 2012
HSBC Bank USA 2009 - August 2010
French-American Chamber of Commerce of North Carolina 2000 - 2009
Wachovia Capital Markets LLC 2005 - 2007
Wachovia Securities, LLC 1997 - 2005
UBS AG (Swiss Bank Corporation) 1995 - 1997
UBS (f.k.a. "Swiss Bank Corporation") 1991 - 1995
UBS (f.k.a. Swiss Bank Corporation) 1990 - 1991
UBS (f.k.a. Swiss Bank Corporation) 1981 - 1990
Skills
Capital Markets, Credit Risk, Corporate Finance, Credit Analysis, Risk Management, Cash Management, Banking, Credit, Investment Banking, Derivatives, Portfolio Management, Finance, Asset Management
Education
Tulane University 1978 — 1980
MBA, Finance and International Business
Institut d'Etudes Politiques de Grenoble 1976 — 1978
BA, Political Science (Economics and Finance major)
Université Pierre Mendès-France (Grenoble II) 1972 — 1977
Maitrise, Sciences Economiques
Wells Fargo Bank N.A. October 2010 - Present
Wachovia Bank August 2008 - October 2009
Wachovia Bank September 2006 - August 2008
KeyBank February 2005 - September 2006
UBS Investment Bank March 2004 - February 2005
Misys Banking Systems February 1998 - January 2004
Bankers Trust Company February 1992 - February 1998
US Army 1981 - 1987
Skills
Portfolio Management, Credit, Syndications, Mergers & Acquisitions, Financial Services, Commercial Lending, Integration, Leadership, Business Analysis, Middle Office
Education
George Mason University - School of Business 1990 — 1991
MBA, emphasis on Finance, Accounting
Tulane University 1978 — 1981
BS, Computer Science Engineering
Wells Fargo Bank, NA. April 2008 - Present
Wells Fargo Home Mortgage February 2008 - October 2010
Wells Fargo Home Mortgage April 2005 - October 2007
Wells Fargo Home Mortgage January 2003 - March 2005
Wells Fargo Home Mortgage September 1998 - December 2002
Skills
Financial Risk, Loans, Mortgage Lending, Business Analysis, Credit Analysis, Underwriting, Risk Management, Credit, Banking, Analysis, Leadership, Management, Auditing, Training, Financial Services, Software Documentation
Education
Metropolitan State University 1998 — 2002
BS, Business Finance
American Institute of Banking 1992 — 1995
Associate, Securities Service Skills
Wells Fargo Business System ConsultantWells Fargo Consumer Credit Group2004 - Present
Wells Fargo 1999 - 2008
Wells Fargo Bank N.A. 1999 - 2008
Wells Fargo Bank, N.A. 2000 - 2002
Education
Pikes Peak Community College 1997 — 1999
Coronado High School 1992 — 1995
Wells Fargo Bank N.A. August 2014 - Present
Wells Fargo Bank N.A January 2013 - August 2014
Wells Fargo Bank N.A. August 2008 - January 2013
Wells Fargo Bank N.A. June 2006 - August 2008
Hinrichs & Associates, LTD May 2005 - August 2005
Skills
Business Continuity..., Financial Analysis, Auditing, Banking, Cash Management, Accounting, Financial Reporting, Sarbanes-Oxley, Risk Management, Internal Audit, Enterprise Risk..., Internal Controls
Education
Capella University 2007 — 2011
MBA, IT Management
University of Maine at Presque Isle 2002 — 2006
Bachelor's Degree, Accounting and Management Information Systems
Wells Fargo Home Mortgage April 2002 - Present
Wells Fargo Bank N.A. April 1992 - Present
Wells Fargo Home Mortgage April 1992 - April 2002
Wells Fargo Home Mortgage April 1992 - March 2002
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Refinance, Relocation, Residential Mortgages, Credit, Financial Services
Education
Miami University
Bachelor, Management & Finance
Wells Fargo January 2011 - Present
Wells Fargo Bank January 2009 - January 2011
Wells Fargo February 2005 - May 2008
Wells Fargo Bank N.A. May 2002 - December 2005
Universal Computer Systems October 1999 - March 2001
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
BSBA, Marketing, Information Systems
Loyola College in Maryland 2001 — 2002
MBA, Finance, Information Systems
Denver Homes Group LLC May 2013 - February 2015
RE Acquisitions LLC April 2011 - January 2014
Swedish American Chamber of Commerce - Colorado August 2010 - October 2013
Wells Fargo Bank N.A. September 2009 - March 2011
Central Valley Coyotes March 2007 - August 2008
Big Oak Flat Groveland Unified School District January 2007 - March 2008
Skills
Customer Service, Investments, Strategic Planning, Risk Management
Education
Fort Lewis College 2001 — 2006
BA, Sport Administration
Wells Fargo Bank N.A. March 2007 - Present
U.S. Bank N.A. March 2002 - February 2007
Security Pacific National Bank March 1982 - May 1991
Bank of America N.A. June 1978 - March 1982
Skills
Commercial Banking, Commercial Lending, Finance, Credit, Underwriting, Loans, Relationship Management, Banking, Financial Services, Financial Risk, Capital Markets, Treasury Management, Cross Selling
Education
Boston University 1984 — 1986
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California - Marshall School of Business 1974 — 1978
Bachelor of Science (BS), Finance
National Institutes of Health March 2010 - Present
NIH 2010 - Present
Digicon Corporation March 2010 - February 2012
Wells Fargo Bank N.A. November 2005 - March 2010
Skills
High Availability, Oracle, PL/SQL, Databases, Solaris, ETL, Troubleshooting
Education
Certifications/Technical Trainings
Oxford Brookes University
University of Ghana
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo Bank N.A. September 2007 - February 2013
Wells Fargo Bank, N.A. May 2003 - September 2007
Wells Fargo Bank, N.A. February 2001 - May 2003
Wells Fargo Home Mortgage August 1999 - February 2001
Wachovia October 1995 - August 1999
HSBC May 1993 - October 1995
Skills
Asset Management, Securitization, Capital Markets
Education
Niagara University 1989 — 1993
BBA, Accounting
Lewiston - Porter High School 1985 — 1989
HS Diploma, HS Diploma
Wells Fargo Bank N.A. November 1984 - Present
Education
University of Richmond - Robins School of Business 1979 — 1981
MBA, Finance
Appalachian State University 1971 — 1975
BSBA, Finance
Rendition Luxury Homes April 2013 - Present
Paladin Asset Preservation & Management, Inc. April 2010 - November 2012
Land Interests, Inc. September 2009 - May 2010
John Laing Homes May 2004 - January 2009
Sares-Regis Group May 1999 - March 2004
Wells Fargo Bank N.A. 1997 - 1999
Education
California State University-Fullerton, Mihaylo College of Business and Economics
BA, Business Administration with Emphasis in Real Estate Finance
Wert Investment Consulting Group of Wells Fargo Advisors, LLC March 2014 - Present
Wells Fargo Bank N.A. October 2013 - March 2014
Wells Fargo October 2012 - October 2013
Wells Fargo Advisors, LLC September 2002 - October 2012
Skills
Microsoft Excel, Microsoft Office
Education
Alvernia College 2010 — 2012
Master of Business Administration (MBA)
Alvernia College 2007 — 2009
Bachelor of Science (B.S.), Accounting
Gap Inc. August 2012 - Present
Wells Fargo Bank N.A. July 2011 - July 2012
Twinhill Corporate Apparel- Subsidiary of Men's Wearhouse April 2010 - June 2011
Skills
Financial Reporting, General Ledger, Account Reconciliation, Financial Analysis, Budgets, Financial Accounting, Accounting, Peachtree, QuickBooks, US GAAP, Accounts Payable, Accounts Receivable, Cash Flow, Microsoft Excel, MS Excel Pivot Tables, Vlookup
Education
Maharishi University of Management 2009 — 2012
Master of Business Administration (MBA), Accounting
Maharishi University of Management 2009 — 2012
Master of Business Administration (MBA), Accounting
Addis Ababa University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Wells Fargo Bank N/A January 2012 - Present
Approved Funding April 2004 - December 2011
Skills
Loans, Mortgage Lending, Mortgage Marketing, Refinance, Credit, Sales, New Business Development, Microsoft Excel, Microsoft Office, Banking, PowerPoint, Credit Analysis, FHA, Loan Origination, Financial Analysis, Investments, Sales Management, Team Building, Real Estate
Education
University of Rhode Island 1996 — 2000
4, History & Philosophy
The Frisch School
RBC September 2010 - Present
RBC Royal Bank August 2006 - Present
Wells Fargo 2004 - 2006
TD Canada Trust 2001 - 2004
Wells Fargo Bank N.A. 2001 - 2004
Skills
Sales Management, Commercial Banking, Small Business Lending, Financial Analysis
Education
Simon Fraser University
Bachelor's degree
Wells Fargo Bank N.A. November 2013 - Present
Bank of America January 2008 - November 2013
LaSalle Bank March 1999 - 2008
Heller Financial December 1993 - January 1999
Transamerica Commercial Finance 1986 - 1990
Skills
Due Diligence, Corporate Law, Commercial Lending, Banking, Asset Based Lending, Corporate Finance, Commercial Banking, Financial Services, Bank Secrecy Act, Wire, Remittances, Trade Finance, Letters of Credit, Syndications, Treasury Management
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1983 — 1986
J.D, Law
University of Illinois at Urbana-Champaign 1979 — 1983
B.A, History and Political Science
U.S. Bank July 2013 - Present
Wells Fargo Bank N.A. August 2009 - March 2013
Wells Fargo Bank N.A. August 2006 - August 2009
BankServ (Acquired by FundTech) January 2004 - August 2006
Metavante (Acquired by FIS) 1996 - 2004
The First National Bank of Chicago-First Chicago (Acquired by JP Morgan Chase) 1985 - 1996
Skills
Banking, Electronic Payments, ACH, Commercial Banking, Payments, Relationship Management, Cross Selling, Sales, Internet Banking, Business Development, Cash Management, Treasury Management, Portfolio Management, Project Management, Product Management, Treasury Services, Financial Services, Treasury, Credit Cards
Education
DePaul University 1986 — 1991
Bachelor’s Degree, Marketing, Finance
Wells Fargo Bank N.A. September 1997 - Present
Skills
Integration, Software Documentation, Windows Server, Visio, Solaris, SharePoint, SDLC, Data Center, Disaster Recovery, Active Directory, Requirements Analysis, Vendor Management, Team Leadership, Enterprise Architecture, IIS, IT Management, Microsoft SQL Server, Servers, ITIL
Education
University of Alabama at Birmingham
BSCS, Computer Science
New Horizons Computer Learning Center 1997 — 1997
Master CNE, Novell Networking
Bessember State Technical College 1987 — 1987
Associate of Science (A.S.), Heating, Air Conditioning, Ventilation and Refrigeration
R.E.T.S. Electronic Institute 1980 — 1982
Associate of Science (A.S.), Electronics Technology
Wells Fargo Bank N.A. June 2010 - Present
Express June 2009 - June 2010
Travelers 2005 - 2007
State Farm Insurance April 1998 - 2005
Skills
Retail, Customer Service, Recruiting, Retail Sales, Microsoft Excel, PowerPoint, Marketing, Microsoft Office, Customer Satisfaction, Outlook, Financial Analysis
Education
Minnesota State University, Mankato 1994 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Century College 1992 — 1994
Associate of Arts (A.A.), General
Wells Fargo Bank N.A. March 2013 - Present
Wells Fargo Bank March 2011 - March 2013
Wells Fargo Bank January 2001 - March 2011
Skills
Small Business, Banking, Finance, Loans, Credit, Commercial Banking, Refinance, Relationship Management, Portfolio Management
Education
Inver Hills Community College 2004 — 2007
Wells Fargo Bank N.A. February 2013 - Present
Skills
Due Diligence, FINRA, Investments, Mortgage Banking, Operational Risk..., Fraud, Retail Banking, KYC, Capital Markets, Bank Secrecy Act, Insurance, Series 63
Education
Pennsylvania College of Technology 1993 — 1998
Bachelors, Business Administration
Loyalsock Township High School
Loyalsock Township High School
CDS Electric Inc. 2003 - Present
Washington State Auditor's Office 1998 - 2003
Wells Fargo Bank N.A. 1988 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation
Education
Seattle University
Masters Degree, Public Administration
University of Nevada-Reno
Bachelor of Arts (B.A.)
Wells Fargo Bank June 2012 - Present
Wells Fargo Bank N.A. January 2010 - June 2012
Skills
Leadership, Consumer Lending, Small Business Lending, Loans, Banking, Coaching, Credit, Cross Selling, Mortgage Lending, Retail Banking, Commercial Banking, Credit Analysis, Loan Origination, Commercial Mortgages, Mortgage Banking, Management, Contract Negotiation, Risk Management, Credit Risk, Business Loans, Loan Servicing, Team Building, Team Leadership, Team Management, Teamwork, Cross-functional Team..., Team Motivation
Education
Texas Tech University - Rawls College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance / Accounting
Victoria High School 1996 — 2000
Wells Fargo Bank N.A. December 2012 - Present
Wells Fargo Bank November 2009 - November 2012
Wells Fargo Bank, N.A. November 2005 - November 2009
Wells Fargo October 2004 - November 2005
Wells Fargo December 1999 - October 2004
Education
Bemidji State University 1990 — 1992
Bachelor of Science (B.S.), Accounting
Wells Fargo Bank N.A. June 2006 - Present
John D Gomke Charity January 2010 - Present
Patrons Mutual Insurance Assoc. June 2004 - June 2006
Briggs Corp. March 2002 - May 2004
Skills
Loans, Credit, Banking, Marketing Strategy, Event Planning, Insurance, Corporate Communications, Program Design, Event Management, Program Implementation
Education
Northwest Missouri State University 2001 — 2003
Bachelor of Science (B.S.), Therapeutic Recreation/Recreational Therapy
Southwestern Community College 1999 — 2001
Associate of Arts (AA)
Community 1st Credit Union February 2015 - Present
Community 1st Credit Union March 2013 - February 2015
Donatech Corporation June 2011 - November 2012
Wells Fargo Bank N.A. May 2010 - December 2010
U.S. Bank N.A. March 2008 - May 2010
Cambridge Investment Research Inc. March 2006 - July 2007
Physician Assistant Staffing Service, LLC March 2002 - June 2005
Skills
Process Improvement, Management, Leadership, Analysis, Microsoft Excel, Troubleshooting, Continuous Improvement, Customer Service, Loans, Banking, Financial Analysis, Credit, Team Building, Microsoft Office, Business Development, Sales, Finance
Education
Buena Vista University
Bachelor of Science, Business & Finance
Indian Hills Community College
Associate of Sciences, Business Management
Indian Hills Community College
Associate of Arts, Arts and Sciences
Wells Fargo Bank N.A. June 2010 - Present
Wachovia Bank N.A. January 2008 - June 2010
Carolina First Bank September 2004 - December 2007
Skills
Computer Proficiency, Proficient with..., Great Customer Service...
Education
Midlands Technical College 1981 — 1985
Banking and Financial Support Services
Lower Richland High School 1977 — 1980
High School Diploma
Wells Fargo Bank N.A. September 1999 - Present
Skills
Loans, Credit, Banking, Risk Management
Education
James Madison University 1986 — 1992
B.S., Political Science and Government
Wells fargo Bank N.A. October 2013 - Present
Wells Fargo Bank N.A. August 2012 - Present
Wells Fargo Bank April 2010 - August 2012
Wells Fargo Bank January 2009 - April 2010
Wells Fargo Bank 2005 - 2009
Wells Fargo Bank 2002 - 2005
USAA January 1999 - April 2002
Indian Hotels Company 1993 - 1996
Skills
Risk Management, Business Strategy, Strategic Planning, Financial Analysis, Consumer Lending, Process Improvement, Credit, Banking, Commercial Lending, Loans, Small Business Lending, Lines Of Credit, Diversity & Inclusion, Team Leadership, Peer Mentoring, Leadership Development, Strategic Leadership, Credit Management, Credit Analysis, Insurance, Hospitality Management, Food & Beverage, Customer Service, Financial Services, People Development, Team Management, Event Management, Sales, Sales Process, Sales Management, Commercial Banking, Finance, Mortgage Lending, Retail Banking, Loan Origination, Manage Client..., Business Relationship..., Project Management, People Skills, Cross Selling, Relationship Management, Commercial Mortgages, Treasury Management, Cash Management, Mortgage Banking, Asset Based Lending, Portfolio Management, Branch Management, Underwriting, Branch Banking
Education
Delhi University 1991 — 1994
Bachelor's degree, Business Administration and Management, General
IHM Pusa 1990 — 1993
Associates Degree, Hospitality Administration/Management
Wells Fargo Bank NA May 2010 - Present
Wells Fargo Bank N.A. April 2010 - Present
New York & Company September 2005 - April 2011
Skills
Credit, Loans, Banking, Commercial Banking, Financial Analysis, Mortgage Lending, Retail Banking, Consumer Lending, Finance, Commercial Lending, Cash Management, Mortgage Banking, Small Business Lending, Cross Selling, Loan Origination, Strategic Financial..., Lines Of Credit, Financial Planning
Education
Naugatuck Valley Community College 2001 — 2005
Associate of Science (AS), Finance, General
Naugatuck Valley Community College 2001 — 2005
Associate of Science (AS), Business Administration and Management, General
Pomperaug
Pomperaug
Pomperaug
Wells Fargo Bank N.A. November 2010 - Present
Peter Ohtaki Campaign September 2010 - November 2010
Associated Students, Inc. May 2009 - May 2010
Skills
Retail Banking, Financial Analysis, Banking Relationships, Long-term Customer...
Education
San Francisco State University 2005 — 2010
Bachelor of Science, Political Science and Government
Wells Fargo Bank N.A. February 2010 - Present
Vantage Point Bank and Financial Services January 2008 - February 2010
Education
Pennsylvania State University-Penn State Abington 1998 — 2002
Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo Bank N.A. March 1985 - June 2008
Midland National Bank (US Bank N.A.) June 1975 - March 1985
CITI Finance, Avco Finance and First Montana Finance September 1973 - June 1975
Education
Rocky Mountain College 1970 — 1973
Bachelor of Science, Education and Business
William E Tolman 1967 — 1970
High School degree
Wells Fargo Bank N.A. September 2008 - Present
Skills
Loans, Credit, Banking, Consumer Lending, Credit Analysis, Small Business Lending, Commercial Lending, Retail Banking, Loan Origination, Lines Of Credit, Portfolio Management, Refinance
Education
University of Southern Mississippi 2013 — 2015
Business Administration and Management, General
Mississippi Gulf Coast Community College 2004 — 2006
Long Beach Senior High School 2000 — 2004
Four Seasons Palm Beach September 2013 - Present
Woodfield Country Club December 2012 - March 2013
Wells Fargo Bank N.A. September 2012 - December 2012
Publix Supermarkets December 2008 - November 2012
Skills
Hospitality, Customer Service, Retail, Retail Banking, Food & Beverage, Restaurants, Hospitality Industry, Hospitality Management, Food, Sales, Hotels, Banquets, Team Leadership
Education
Miami Dade College 2013 — 2014
A.A. Degree, Hospitality Management
Palm Beach Central H.S. 2009 — 2012
Diploma
Northwoods Bank of Minnesota November 2004 - Present
Wells Fargo Bank N.A. September 2001 - 2004
Skills
Customer Service, Customer Satisfaction, Customer Retention, Problem Solving, Banking, Mortgage Lending, Consumer Lending, Teller Operations, Teamwork, Self-starter, Dependable Team Player
Education
Minnesota School of Business-Blaine
AAS, Business Administration and Management, General
Wells Fargo Bank N.A. June 2012 - Present
Eau Claire County August 2013 - November 2013
US Bank N.A. August 2008 - November 2011
Skills
Employee Benefits, Customer Service, Classroom, E-Learning, Financial Risk, HR Policies, Interviews, Internet, Loans, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Social Media, Social Networking, Office Management, PowerPoint, Research, Risk Assessment, Sellers, Small Business, Typing, Windows, Creative Writing, Warehousing, Banking, Sales, Call Centers, Cross Selling, Small Business Lending, Lines Of Credit, Consumer Lending, Loan Origination, Credit, Home Equity Loans, Refinance, Training, Loan Servicing, Personal Banking, Deposits, Human Resources, Finance, Retail, Branch Banking, Credit Cards, Financial Services, Relationship Management, Financial Advisory, Cash Management, Time Management
Education
Chippewa Valley Technical College 2009 — 2014
Pursuing Associate's degree in Business Management, Business Administration and Management, General
Chippewa Valley Technical College 2009 — 2013
Associate's degree in Human Resourse Management, Human Resources Management/Personnel Administration, General
Wells Forgo Bank N.A. January 1989 - Present
Wells Fargo Bank N.A. 1989 - 2012
Wachovia Bank N.A. January 1989 - August 2009
Skills
Accounting, Customer Service, Management, Banking, Financial Risk, Financial Analysis, Microsoft Office, Mutual Funds, Finance, Microsoft Word, Microsoft Excel, Budgets
Education
Clayton State University,& Dekalb Community College 1989 — 1992
Associate's degree
Dekalb Community College 1987 — 1989
Business Administration & Accounting
Wells Fargo Bank N.A. December 2009 - Present
Skills
Team Management, Sales Management, Recruiting, Financial Accounting, Project Management, Charity Work
Education
De Anza College
Wells Fargo Bank N.A. Customer Service ManagerWells FargoMarch 2012 - Present
Education
American Military University 2011 — 2013
Master of Arts (M.A.), Organizational Leadership
University of Colorado Colorado Springs 2008 — 2009
Bachelor of Arts (B.A.), Sociology
Tidewater Community College 2006 — 2008
Associate of Science (A.S.), Business Administration and Management, General