Wells Fargo Capital Finance
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1,115 Wells Fargo Capital Finance employees in database. Find out everything there's to know about Wells Fargo Capital Finance 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 Capital Finance Employees
Wells Fargo Capital Finance October 2002 - Present
Wells Fargo Capital Finance (fka Foothill) 1998 - 2002
Wells Fargo Capital Finance (fka Foothill) 1997 - 1998
Wells Fargo Capital Finance (fka Foothill) 1996 - 1997
Wells Fargo Capital Finance (fka Foothill) 1994 - 1996
Skills
Financial Analysis, Credit, Portfolio Management, Credit Analysis, Underwriting, Account Management, Asset Based Lending, Talent Development, Adult Learning Theory, Program Management, Facilitation, Instructional Design, Recruiting, Management, Employee Training, Commercial Banking, Finance
Education
California State University-Northridge 1989 — 1994
Bachelor's degree, Finance
Wells Fargo Capital Finance September 2015 - Present
CHG-MERIDIAN September 2013 - September 2015
CHG-MERIDIAN September 2011 - September 2013
Morro Construction April 2008 - January 2012
SCG Financial Services November 2008 - September 2010
Skills
Finance, Business Analysis, Risk Management, Microsoft Technologies, Portfolio Management, Credit, Credit Analysis, Credit Risk, PowerPoint, Microsoft Excel, Financial Analysis, Funding, Bookkeeping, Customer Service
Education
California State University-Northridge 2008 — 2012
BS, Finance, General
Moody's Analytics 2013 — 2013
Fundamentals of Corporate Credit
UCSB 2005 — 2007
Business Economics
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo Capital Finance 2013 - October 2014
Wells Fargo Capital Finance 2009 - 2013
Wells Fargo Trade Capital 2007 - 2009
Wells Fargo Trade Capital 2007 - 2007
Wells Fargo Trade Capital 2005 - 2007
Wells Fargo Trade Capital 2004 - 2005
Bank of America Business Credit f/n/a Fleet Capital Corporation 2000 - 2004
Fleet Bank, NA 1996 - 2000
Sterling National Bank & Trust Company 1994 - 1996
Skills
Risk Management, Asset Based Lending, Factoring, Data Governance, Operational Risk..., Compliance, Data Integrity, Credit, Portfolio Management, Commercial Lending, Commercial Banking, Banking, Customer Service, Credit Risk, Underwriting, Commerical Transactions, Strategic Planning, Loans, Credit Analysis, Financial Analysis, Negotiation, Budgets, Research, Microsoft Office, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Windows, English, Editing, Corporate Finance, Financial Modeling
Education
Calvin College
Economics
Wells Fargo Capital Finance March 2015 - Present
Wells Fargo Bank July 2010 - March 2015
Wells Fargo March 2006 - June 2010
Wells Fargo February 2005 - February 2006
Telesis Community Credit Union February 2004 - February 2005
Morgan Stanley June 2003 - August 2003
Skills
Wealth Management, Retirement Planning, Investment Management, Estate Planning, Personal Financial..., Business Development, Sales Presentations, Coaching, Mentoring, Wealth Management..., Financial Advisory, Strategic Financial..., Financial Risk, Asset Management, Finance, Financial Planning, Portfolio Management, Financial Analysis, Analysis, Investments, Leadership, Management
Education
University of Southern California 2012 — 2015
Master of Business Administration (MBA)
California State University-Northridge 2002 — 2004
Bachelor's degree, Business Administration, Finance
SnapCap July 2012 - Present
Merrill Lynch, Pierce, Fenner & Smith December 2010 - July 2012
Wells Fargo Capital Finance December 2008 - December 2010
Skills
Investments, Retirement Planning, Portfolio Management, Wealth Management, Credit, Mortgage Lending, Loans, Financial Analysis, Banking, Mutual Funds, Credit Analysis, Equities, Financial Modeling, Asset Allocation, Asset Managment, Retirement, Risk Management, Series 7, Series 63, Series 65, Equity Trading, Options Strategies, Investment Management, Trading, Valuation, Securities, Asset Management
Education
College of Charleston 2003 — 2007
Bachelor of Arts (B.A.)
University of Vermont 2002 — 2003
St. Johns Preparatory 1998 — 2002
AvidXchange, Inc. April 2015 - Present
TIAA-CREF July 2014 - April 2015
Discover Financial Services April 2013 - July 2014
Alliance One March 2013 - April 2013
Wells Fargo Capital Finance October 2012 - February 2013
Fluor January 2011 - February 2012
Eaton Corporation May 2007 - December 2010
Volvo Construction Equipment SNA October 1992 - April 2007
High Country Computer Services September 1990 - October 1992
Martin County School Board March 1985 - April 1989
Skills
Project Management, Business Analysis, Production Managment, Process Improvement, Change Management, Business Intelligence, Business Process..., Program Management, SharePoint, Team Leadership, Integration, Business Process, Visual Studio 2010, Joomla, Drupal, Python, IBM AS/400, FoxPro, VB.NET, C#, C++, Pascal, PHP, MySQL, Microsoft SQL Server, Embedded SQL, Microsoft access, Microsoft CRM, Agile Methodologies, InfoPath, SharePoint Designer, Visual Studio, .NET, Visual Basic, Management, SDLC, IT Strategy, Leadership, Information Technology, SQL, Cross-functional Team..., Web Development, PMO, Oracle, Analysis, Visio, Software Documentation, Consulting, Vendor Management, Microsoft Technologies
Education
Columbia Southern University 2005 — 2007
MBA
Montreat College 1978 — 1981
BBA
SchoolsFirst Federal Credit Union July 2015 - Present
VIANT. Inc January 2015 - July 2015
Specific Media March 2013 - January 2015
Organic Textiles April 2012 - March 2013
Wells Fargo Capital Finance August 2011 - March 2012
Keller Williams Realty, Inc. January 2010 - July 2011
Skills
Web Marketing, SEO, PPC, Web Analytics, A/B testing, Google Analytics, Google Adwords, Website Development, E-commerce, comScore, MicroStrategy Reporting, Nielsen, SQL, Google BigQuery, Experimental Design, Digital Media, R
Education
California State University-Fullerton
Masters of Science, Statistics
UC Davis
Bachelor of Science (BS), Statistics
Paradise Valley Unified School District August 2001 - Present
The Home Depot March 2008 - November 2013
Sears, Roebuck and Co. May 2003 - January 2008
Baby's Away March 2003 - August 2006
Wells Fargo Capital Finance July 2002 - January 2003
Parsons Preschool September 1996 - June 2001
Heart Share Human Services, NY August 1990 - July 1995
Skills
Sales, Sales Operations, Customer Service, Customer Satisfaction, Customer Experience, Customer Support, Retail Sales, Loan Servicing, Loans, Credit, Waitressing, Customer Oriented, Higher Education, Adult Education, Instructional Design, Preschool, Early Childhood..., Early Intervention, Team Leadership, Public Speaking
Education
Arizona School of Real Estate 2002 — 2002
Loan Processing
St. John's University 1999 — 2001
Masters Degree, Elementary Education/ Early Childhood
Daemen College, Amherst, NY 1983 — 1990
Bachelor's degree, Special Education/ Elementary Education
Amazon March 2014 - Present
MarketSource Inc. 2010 - 2014
Clearwire 2009 - 2010
Altria 2007 - 2009
Wells Fargo Capital Finance 2005 - 2008
Advantage Rent A Car 2002 - 2005
Hertz Rent A Car 1998 - 2002
Skills
Team Building, Channel Partners, Sales Process, Consumer Electronics, Product Marketing, Selling, Customer Service, Sales Management, Salesforce.com, Marketing Strategy, Merchandising, Sales Operations, Direct Sales, Sales, New Business Development, Account Management, CRM, Retail, B2B, Cold Calling, Sales Presentations, Marketing
Education
California State University San Bernardinio
Bachelor of Science (B.S.), Clinical Psychology
California State University-San Bernardino
Masters of Science Studies Psychology, General Experimental Psychology
Washington State University
Bachelors of Science, Accounting and MIS
Wells Fargo April 2014 - Present
Wells Fargo Capital Finance January 2008 - April 2014
Universal Music Publishing January 2006 - January 2008
Countrywide Home Loans 2004 - 2006
Countrywide Home Loans 2002 - 2004
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Accounting, Sarbanes-Oxley Act, Finance, Forecasting, Corporate Finance, Cash Management, Essbase, Budgets, Managerial Finance, Microsoft Excel, Financial Accounting, Investments, Hyperion Enterprise, Variance Analysis, Banking, Credit, General Ledger, Financial Planning
Education
California State University-Northridge
B.S, Business Administration, Management Systems Analysis
Walden Eyecare, LLC. November 2011 - Present
United States Air Force November 2008 - March 2013
Wells Fargo Capital Finance 2007 - 2008
Skills
Sales, Healthcare, Office Management, Medical Terminology, Medical Records, Military, Public Speaking, Medical Billing, Cpr Certified, Air Force, Team Leadership, Leadership, EMR
Education
Columbia Southern University 2011 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Hanover College 2002 — 2006
Bachelor of Science (B.S.), Biology, General
LPL Financial May 2015 - Present
ChristyDerek Photography February 2014 - Present
Naval Base Point Loma December 2013 - Present
Aeropostale November 2013 - May 2014
UCSD August 2013 - January 2014
GUESS?, Inc. March 2010 - January 2014
SeaWorld San Diego February 2013 - October 2013
Boys & Girls Clubs of America November 2007 - August 2009
Wells Fargo Capital Finance May 2008 - September 2008
Skills
Microsoft Office, Video Editing, Photography, Written & Verbal..., Teamwork, Flexibility, Time Management, Visual Merchandising, Customer Service, Program Management, Portrait Photography, Retail, Facebook
Education
California State University-San Marcos 2009 — 2013
Bachelors of Kinesiology, Applied Health and Science
Port of Los Angeles High School 2006 — 2009
High School Diploma
Wells Fargo Capital Finance July 2014 - Present
Wells Fargo Capital Finance July 2011 - Present
Freddie Mac June 2009 - July 2011
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
London School of Economics and Political Science 2007 — 2008
Municipal Credit Union September 2015 - Present
Wells Fargo Capital Finance October 2013 - May 2015
TD August 2007 - September 2013
NYC Department of Education April 2005 - June 2007
ABC Television December 2003 - March 2005
Skills
Retail Banking, Consumer Lending, Credit, Deposits, Lines Of Credit, Loans, Call Center, Small Business Lending, Teller Operations, Commercial Banking, Cross Selling, Customer Service, Mortgage Lending, Personal Banking, Commercial Lending, Customer Experience, Credit Analysis, Customer Satisfaction, Credit Cards, Security, Payroll Analysis, Selling Skills, Call Centers, Sales
Education
Brooklyn College 2002 — 2007
Bachelor's Degree, Business Administration, Management and Operations
Washington Irving
High School
Wells Fargo Capital Finance June 2015 - Present
Wells Fargo Foothill December 2011 - June 2015
Wells Fargo Capital Finance March 2007 - December 2011
Wells Fargo Foothill September 2001 - April 2007
Wells Fargo Foothill November 2000 - September 2001
Skills
Corporate Finance, Mergers & Acquisitions, Asset Based Lending, Private Equity, Portfolio Management, Loans, Commercial Lending, Credit Analysis, Credit, Finance, Restructuring, Due Diligence, Capital Markets, Financial Modeling, Banking, Structured Finance, Risk Management, Commercial Banking, Mergers, Venture Capital, Financial Structuring, Leveraged Finance, Treasury Management, Team Leadership
Education
California State University-Northridge 1987 — 1992
BS, Finance with emphasis in Real Estate
J.P Morgan Chase & Co. November 2013 - Present
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo August 2012 - Present
Acapulco Restaurant April 2011 - January 2012
El Pollo Loco September 2009 - August 2010
Skills
Customer Service, Computer Information..., Spanish-speaking, Teamwork
Education
California State University-Fullerton 2012 — 2015
California State University-Fullerton
Information Systems
Wells Fargo July 2015 - Present
Wells Fargo June 2010 - November 2014
Wells Fargo Capital Finance October 1993 - December 2009
Skills
Finance, Loans, Commercial Real Estate, Asset Based Lending, Microsoft Excel, Microsoft Office, Credit, Syndications, Loans Administration, UCC filings, ORE, Document Management, Document Review, Document Imaging, File Management, Risk Management, Banking, Commercial Lending, Management, Commercial Banking, Financial Analysis, Portfolio Management, Underwriting, Credit Analysis, Financial Risk
Education
Central Piedmont Community College 1990 — 1994
Business Administration and Management, General
Kings College 1987 — 1988
Diploma and Certification, Administration and Legal Studies
Ashbrook High School 1984 — 1987
High School Diploma, Business Administration and Management, General
IBM/ Seterus March 2015 - August 2015
Fidelity National Title February 2015 - March 2015
Wells Fargo Capital Finance October 2013 - November 2014
QBE Insurance March 2011 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java, Team Leadership, Leadership, Event Planning, Management, Social Media, Training, Team Building
Education
Champlain College 2013 — 2015
Masters of Science in Law
North Carolina Central University 2004 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Wells Fargo Capital Finance
Skills
Credit Analysis, Asset Based Lending, Commercial Lending, Credit, Loans, Lines Of Credit, Small Business Lending, Commercial Banking, Credit Risk, Cash Flow Lending, Middle Market, Portfolio Management, Commercial Mortgages, Loan Origination, Consumer Lending
Education
Colorado Technical University 2013 — 2015
Bachelor’s Degree, Criminal Justice/Human Services
JPMorgan Chase December 2010 - Present
Wells Fargo June 2005 - December 2010
Wells Fargo Capital Finance September 2001 - September 2005
Bayview Capital Corporation January 1997 - September 2001
Fremont Financial Corporation January 1995 - January 1997
KBK Capital January 1992 - January 1995
Sumitomo Mitsui Banking Corporation January 1987 - January 1992
Skills
Credit, Credit Analysis, Loans, Banking, Portfolio Management, Commercial Lending, Credit Risk, Asset Based Lending, Financial Risk, Lines Of Credit, Underwriting, Financial Analysis, Risk Management, Finance, Corporate Finance, Cross Selling, Financial Structuring, Mergers, Refinance, Auditing, Accounting, Cash Flow, Restructuring, Commercial Finance, Commercial Banking, Structured Finance, Middle Market, SBA, Leveraged Finance, Small Business Lending, Cash Management, Relationship Management
Education
California State University-Northridge 1983 — 1988
Bachelor's degree, Accounting and Finance
Wells Fargo Capital Finance March 2015 - Present
Target March 2014 - January 2015
Oracle - SSI October 2009 - April 2013
Yahoo! India August 2008 - October 2009
Collabis Consulting Pvt. Ltd. March 2007 - July 2008
Education
Christ University, Bangalore
Marquette Financial Companies December 2012 - Present
Wells Fargo Capital Finance September 2000 - November 2012
GE Capital September 1999 - September 2000
Skills
Asset Based Lending, Credit, Commercial Lending, Loans, Credit Analysis, Banking, Business Development, Factoring, Portfolio Management, Commercial Banking, Loan Origination, Mortgage Lending
Education
California State Polytechnic University-Pomona
Target May 2012 - July 2012
Wells Fargo Capital Finance December 2011 - March 2012
Sleep Number by Select Comfort June 2011 - November 2011
Cargill April 2010 - October 2010
Target October 2009 - February 2010
Blue Cross and Blue Shield of Minnesota May 2007 - March 2008
Metropolitan Health Plan August 2006 - January 2007
UnitedHealth Group June 2005 - February 2006
UnitedHealth Group August 2003 - June 2005
Knight Financial Advisors November 2002 - April 2003
Skills
MS Project, Process Improvement, Business Process, Project Management, Program Management, Team Leadership, Management, Six Sigma, Change Management, Leadership, Visio, Business Analysis, Microsoft Project, SharePoint, Consulting, Vendor Management
Education
Normandale Community College 1992 — 1996
AA Degree
College of DuPage
Wells Fargo Capital Finance October 2014 - Present
Flazingo December 2012 - Present
National Football League March 2012 - December 2012
Extron Electronics April 2005 - March 2012
MarketScan Information Systems January 2004 - April 2005
Los Angeles Water Quality Control Board January 1999 - January 2000
Skills
C#, ASP.NET, .NET, Microsoft SQL Server, ASP.NET MVC, Web Applications, Windows, Software Development, Enterprise Architecture, Requirements Analysis, Programming, Software Engineering, SQL, HTML, Software Documentation, MVVM, Integration, LINQ, WPF, SQL Server, Databases, Database Design, Design Patterns, XML, JavaScript, Visual Studio, Web Services, AJAX, Application Development, jQuery, Subversion, CSS, Object Oriented Design, T-SQL, Web Development, OOP, Node.js, MySQL, Jade, Knockout.js, MVC, User Interface, Enterprise Software, Agile Methodologies
Education
California State Polytechnic University-Pomona 1999 — 2004
Bachelor's degree, Computer Science
Gladstone High School
High school diploma
Intuit September 2013 - Present
Wells Fargo September 2012 - September 2013
Wells Fargo Capital Finance November 2008 - September 2012
GE October 2006 - October 2007
Skills
Analysis, Finance, Business Analysis, Microsoft Excel, Access, Financial Analysis, Strategy, Program Management, Software Documentation, Data Analysis, Financial Reporting, Banking, Portfolio Management, Microsoft SQL Server, Marketing Strategy, Leadership, Analytics, SQL
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance
California State Polytechnic University-Pomona 2002 — 2007
BS, Computer Engineering
Prudential Capital Group July 2014 - Present
Lone Star Funds / Hudson Advisors June 2013 - July 2013
Wells Fargo Capital Finance April 2011 - May 2012
Wells Fargo Capital Finance October 2009 - April 2011
Wells Fargo Foothill September 2004 - October 2009
Harvey and Company May 2003 - August 2003
Accenture May 2002 - August 2002
First Union Securities June 2001 - August 2001
Education
Columbia Business School 2012 — 2014
MBA
University of California, Los Angeles 2004 — 2006
Continuing Education, Accounting & Finance
University of Southern California 2000 — 2004
B.S., Business
Highland Park High School 1996 — 2000
St. Michael's
Wells Fargo Capital Finance June 2012 - Present
Verizon Wireless July 1999 - August 2005
Verizon Wireless February 2004 - July 2005
Skills
Credit, Credit Analysis, Loans, Commercial Banking, Commercial Lending, Portfolio Management, Credit Risk, Mortgage Lending, Small Business Lending, Financial Analysis, Loan Origination, Retail Banking
Education
Columbia College (SC)
Early Childhood Education and Teaching
Midlands Technical College
Accounting
Wells Fargo Capital Finance March 2010 - Present
Wells Fargo Bank October 2009 - March 2010
Wells Fargo July 2007 - September 2009
Wells Fargo Bank October 2003 - June 2007
Skills
Credit Analysis, Credit, Finance, Loans, Corporate Finance, Commercial Banking, Asset Based Lending, Financial Analysis, Mergers & Acquisitions, Loan Origination, Underwriting, Capital Markets, Relationship Management, Commercial Lending, Business Development, Business Strategy, Accounting, Middle Market, Risk Management, Portfolio Management, Research, Working Capital..., Leveraged Finance, Lines Of Credit, Venture Capital, Venture Debt, Leveraged Lending, Secured Financing, Debt Restructuring, Early-stage Startups, Startup Development
Education
California State University-Fresno 2003 — 2007
Bachelor of Science in Business Administration
Ecole Superieure du Commerce Exterieur 2005 — 2005
Clovis West High School 1999 — 2003
Elite Realty Group October 2004 - Present
Redlands Theatre Festival May 2003 - Present
Wells Fargo Capital Finance August 2002 - October 2004
Glen Ivy January 1997 - July 2002
Skills
Short Sales, Buyer Representation, First Time Home Buyers, Sellers, Single Family Homes, New Home Sales, Referrals, Investment Properties, Real Estate, Foreclosures, Real Estate Transactions, Residential Homes, Investors, Seller Representation, Selling, REO
Education
California State University-San Bernardino 2002 — 2014
Bachelor of Arts (B.A.), Musical Theatre
Riverside Community College 1998 — 2002
Ryan Homes September 2013 - Present
NVR, Inc. September 2013 - Present
Wells Fargo Capital Finance April 2013 - September 2013
National Head Start Association September 2007 - June 2013
Skills
Customer Service, Sales, Banking, Administrative..., Financial Accounting, Elementary Education, Case Managment, Community Outreach, Fundraising
Education
Chestnut Hill College 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Human Services, General
Burlington County College 2003 — 2006
Elementary Education and Teaching
Wells Fargo Capital Finance September 2008 - Present
Childrens Medical Center Dallas July 2004 - September 2008
Hemophilia Health Services 2000 - 2003
Shear Engineering 1998 - 2000
Equine CARE January 1997 - June 1999
Motor City Yamaha 1989 - 1990
Motorola 1983 - 1989
Skills
Accounting, Strategic Planning, Risk Management, Process Improvement, Vendor Management, Banking, Leadership, Asset Based Lending, Financial Analysis, Corporate Finance, Loans
Education
Dallas Baptist University 2006 — 2009
MBA, Finance
Colorado State University 1995 — 1998
BS, Equine Science
North Texas State University 1980 — 1982
N/A
Assurant Solutions August 2014 - Present
Profusion May 2010 - June 2011
Wells Fargo Capital Finance 2011 - 2011
Miami-Dade County Public Schools March 2008 - April 2010
Healey and Associates P.A. January 2007 - January 2008
Skills
Troubleshooting, XP, Windows Server, Technical Support, Software Installation, Databases, Help Desk Support, Windows, Telecommunications, Testing, Microsoft Excel, Management, Computer Hardware, Call Centers, Active Directory, HTML, System Administration, Networking, Windows 7, Remote Desktop, Servers, Wireless Networking, Hardware, Network Administration, Microsoft Exchange, LAN-WAN, Information Technology, Cloud Computing, Ubuntu, VPN, SharePoint, DHCP, Routers, Network Security, Security, DNS, Cisco Technologies, IT Management, IT Operations, Firewalls, VMware, Switches, IIS, Disaster Recovery, HP, Network Design, Laptops, Windows XP, Linux
Education
New Horizons 2010 — 2011
A+ / Network+, Computer Systems Networking and Telecommunications
Santa Ana College 1996 — 1998
Music
California State University-Fullerton 1993 — 1994
Music
Graduate: South Gate High 1985 — 1989
General Studies
TD June 2015 - Present
TD November 2013 - Present
TD September 2012 - October 2013
Wells Fargo Capital Finance May 2011 - August 2011
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Communication, Organizational..., Analytical Skills, Credit Analysis, Credit Risk, Deal Structures, Microsoft Word, Financial Risk
Education
Wilfrid Laurier University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Conestoga College 2011 — 2011
Microsoft Excel Training, Level 1-4
Office Depot May 2014 - Present
Wells Fargo Capital Finance July 2013 - May 2014
NCH March 2013 - July 2013
XO Communications November 2012 - March 2013
Bupa Worldwide Corporation July 2012 - September 2012
The Home Depot November 2011 - July 2012
Broward College July 2011 - November 2011
ABBCONCISE November 2010 - July 2011
Advanced Public Safety December 2008 - October 2010
Miami Dade County Public Schools September 2007 - November 2008
Skills
IT Project Management..., ERP, Microsoft CRM, Software Documentation, SDLC, Security, PMI, Business Analysis, Requirements Analysis, Change Management, Microsoft SQL Server, Process Improvement, Team Leadership, Strategic Planning, Risk Management, Program Management, Microsoft Office..., Salesforce.com, Microsoft Office, Agile Project Management, MS Project, Project Server, .NET, Web Project Management, Application Lifecycle..., Software Project..., Agile Methodologies, Integration, Visio, SharePoint, Software Development, Business Intelligence, PMO, CRM, Databases, Project Management, SQL, Data Warehousing, Project Planning, Oracle
Education
Colorado State University-Pueblo 1994 — 1995
Computer Science 4.0 GPA, Computer Science Technology, 4.0
Colorado Springs Community College 1992 — 1994
A.S., Computer Science, 4.0
Wells Fargo Capital Finance October 1989 - Present
Skills
Financial Analysis, Finance, Financial Modeling, Portfolio Management, Due Diligence, Banking, Direct Sales, Affordable Housing, Credit Analysis, Asset Management
Education
Clemson University 1985 — 1989
Bachelor of Science
Clemson University, Clemson, South Carolina
The Oakleaf Group March 2015 - Present
Navigant June 2012 - December 2014
District of Columbia Government June 2009 - March 2012
Office of Management and Budget April 2006 - May 2009
World Health Organization October 2006 - July 2007
Columbia University April 2001 - September 2006
TIAA-CREF April 1999 - March 2001
Wells Fargo Capital Finance September 1997 - January 1999
Skills
Policy Analysis, Government, Research, Policy, Program Evaluation, Data Analysis, Public Administration, Budgets, Management, Microsoft Office, Non-profits, PowerPoint, Public Policy, Public Speaking, Qualitative Research, Strategic Planning, Fundraising, Nonprofits
Education
INSTITUT d'ETUDES POLITIQUES de PARIS, Sciences Po 2006 — 2007
MPA, Risk Governance
Columbia University - School of International and Public Affairs 2005 — 2007
MPA, International Financial Policy
Colgate University 1993 — 1997
BA, Education
Sociate General Expressbank December 2013 - Present
Société Générale September 2010 - December 2013
Alpha Bank Bulgaria August 2007 - September 2010
Piraeus Bank March 2007 - August 2007
Postbank (Eurobank Bulgaria AD) November 2004 - March 2007
Demirbank Bulgaria August 2003 - November 2004
Corbis April 2000 - June 2003
Wells Fargo Capital Finance February 1999 - April 2000
Skills
Commercial Banking, Corporate Finance, Credit, Finance, Credit Risk, Management, Risk Management, Financial Analysis, Retail Banking, Credit Analysis, Portfolio Management, Banking, Financial Reporting, Loans, Cash Management, Commercial Lending, Small Business Lending, Relationship Management, Investment Banking
Education
California State University-Dominguez Hills 2001 — 2003
Master of Business Administration (MBA), International Business
California State University-Los Angeles 1997 — 2001
Bachelor of Science (BS), Finance, General
Wells Fargo Capital Finance 1996 - Present
Congress Talcott Corp 1988 - 1996
Skills
Goal-oriented..., Highly motivated..., Result Oriented, Strategic Leadership, Organizational..., Reliable, Microsoft Office, Number Crunching, Strategic Financial..., Bold, Assertiveness, Group Leadership, Operations Management, Portfolio Management, Communication Skills, Credit Analysis, Credit, Loans, Asset Based Lending, Loan Origination
Education
City University of New York 2009 — 2012
Bachelor's degree, Business Administration, Management and Operations
Laguardia Community College 1982 — 1984
Associate of Science (A.S.), Business Administration, Management and Operations
CP Handheld Technologies August 2012 - Present
Wells Fargo Capital Finance June 2011 - March 2012
Spradley Barr Automotive June 2010 - March 2011
Spradley Barr Automotive February 2010 - June 2010
Lockheed Martin May 2009 - August 2009
Skills
Microsoft Office, CRM, Customer Service, Management, Financial Analysis, Public Speaking, Leadership, Sales, Research, Social Media, Microsoft Excel, Team Building, Finance, New Business Development, Marketing
Education
Colorado State University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Colorado State University 2007 — 2011
B.S, Business Administration; Finance
Wells Fargo Capital Finance December 2013 - Present
Wells Fargo July 2013 - December 2013
Wells Fargo Bank January 2011 - July 2013
National Football League - St. Louis Rams April 2010 - September 2010
Wells Fargo - Wealth Management Group June 2009 - August 2009
Skills
Credit, Credit Analysis, Financial Analysis, Loans, Commercial Lending, Banking, Financial Statement..., Credit Risk, Real Estate Financing, Financial Accounting, Financial Modeling, Investments, Commercial Banking, Finance, Portfolio Management, Treasury Management
Education
California State University-Fresno 2009 — 2010
MBA
California State University-Fresno 2005 — 2009
BS, Finance
Merck November 2012 - April 2013
US Army October 2009 - June 2011
Wells Fargo Capital Finance July 2009 - February 2010
Skills
Business Operations, Customer Service, Knowledge Management, Leadership, Team Building, Microsoft Office, Software Documentation
Education
UNCC 2012 — 2012
Extended Academics Program
Cochise College 2009 — 2011
Human Intelligence
Winston-Salem State University 2008 — 2009
Kinesiology and Exercise Science
Skycom Courier May 2014 - September 2014
DLA PIPER November 2013 - February 2014
Wells Fargo Capital Finance July 2013 - August 2013
Operation ABLE-Skills to work October 2012 - August 2013
Urban League of Eastern Massachusettes December 2012 - February 2013
GAB Robins, North America August 2006 - July 2008
McWong International and McWong Environmental and Energy Group February 2006 - August 2006
Church Co-Op Credit Union April 2003 - November 2005
Skills
Outlook, Accounts Receivable, Copying, Inventory Management, Administrative..., Access, Microsoft Word, Resume Writing, PowerPoint, Training, Microsoft Office, Microsoft Excel, Time Management, Customer Service, Social Networking, Social Media, Team Building, Employee Relations, Human Resources, Recruiting, Nonprofits, Public Speaking, Leadership, Teamwork, Fundraising, Performance Management, Event Management, Public Relations, Organizational..., Research, Staff Development, Coaching, Community Outreach, Policy, Data Analysis, Leadership Development, Onboarding, Career Counseling, Program Management, Higher Education, Career Development, Administrative...
Education
Cerro Coso Community College 1982 — 1984
Business and Data Processing, completed one year
Del Campo High School
Wells Fargo Capital Finance May 2012 - Present
Red Bridge Consulting Group August 2009 - February 2013
TIAA-CREF September 2010 - April 2012
Wells Fargo August 2009 - September 2010
TIAA-CREF July 2006 - August 2009
Keane 1998 - August 2009
Wachovia June 1998 - June 2006
HBO and Company June 1993 - June 1998
Independent Electric Supply 1984 - 1993
Skills
Software Project..., Business Analysis, Software Quality..., Data Conversion, Testing, Quality Center, Requirements Analysis, Requirements Gathering, Project Facilitation, Agile Project Management, Scrum, Quality Assurance, Project Management, Mainframe, Enterprise Architecture, SDLC, Process Improvement, Waterfall, Agile Methodologies, PMO, ITIL, User Acceptance Testing, Business Process, Business Process..., IT Strategy, PMP, Program Management, Vendor Management, Enterprise Software, Software Development, SharePoint, Visio, HP Quality Center
Education
Central Piedmont Community College 1990 — 1994
AAS
University of North Carolina at Chapel Hill 1977 — 1981
BSBA
Wells Fargo Capital Finance May 2013 - Present
Wells Fargo Capital Finance January 2000 - May 2013
Foothill Capital January 1996 - December 2001
Skills
Human Resources, Employee Relations, Employee Benefits, Onboarding, Talent Acquisition, HRIS, Employee Engagement, Microsoft Excel, Customer Service, Administrative..., Team Building
Education
California State University-Northridge
Business Administration and Management, General
Salus Capital Partners April 2013 - Present
Wells Fargo Capital Finance September 2006 - March 2013
General Electric Capital Company - Healthcare Financial Services June 2001 - August 2006
MCI WorldCom May 1999 - May 2001
Delphos International October 1998 - April 1999
CARESBAC (SEAF) Bulgaria, AD July 1997 - August 1998
New England Funds March 1993 - August 1995
Skills
Financial Modeling, Underwriting, Portfolio Management, Credit Analysis, New Business Development, Start-ups, Marketing, Debt, Financial Analysis
Education
THUNDERBIRD - SCHOOL OF GLOBAL 1995 — 1996
Master
College of the Holy Cross 1988 — 1992
Bachelor Of Arts
St Sebastians
Wells Fargo Capital Finance July 2001 - Present
Skills
Portfolio Management, Credit, Financial Analysis, Risk Management, Credit Analysis, Banking, Strategic Planning, Loans, Finance, Analysis, Credit Risk, Financial Risk, Asset Based Lending, Mortgage Lending, Financial Services, Underwriting, Small Business Lending, Commercial Lending
Education
City University of New York-Brooklyn College 1971 — 1975
Bachelor's Degree, Political Science and Government
JP Morgan Chase March 2011 - Present
Wells Fargo Capital Finance July 2005 - March 2011
GE Commercial Finance June 2004 - June 2005
Boeing Capital Corporation 2000 - 2004
The Boeing Company 1997 - 2000
Earle M. Jorgensen Company 1997 - 1997
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Finance
California State University-Long Beach 1994 — 1996
BS, Finance
Wells Fargo Capital Finance August 2015 - Present
Tier II Capital January 2015 - July 2015
Adam Capital Clean Energy Asset Finance LLC January 2011 - December 2014
First International Bank & Trust October 2006 - December 2009
Compass Bank October 2005 - September 2006
1st National Bank of Arizona April 2002 - September 2005
Zions Bank March 1998 - February 2001
Zions Bancorporation January 1994 - January 1998
Federal Deposit Insurance Corporation January 1991 - January 1994
Skills
Loans, Credit Analysis, Entrepreneurship, Real Estate, Underwriting, Cash Flow, Financial Analysis, Credit, Banking, Business Development, CRM, Management, Portfolio Management, Commercial Lending, Leadership, Loan Origination, Relationship Management, Mortgage Lending, Strategic Planning, Business Planning, Start-ups, Investments
Education
Brigham Young University 1987 — 1990
B.S, International Finance
Wells Fargo Capital Finance April 2007 - August 2013
SourceMedia December 2004 - April 2007
Imperial Parking Systems February 2002 - June 2004
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Choice, CICS, IBS, E-commerce, Citrix, Microsoft Office, Remote Deposit Capture, Banking, Project Management, Sales, Management, Facebook, Social Media, Customer Satisfaction, Customer Service, Finance, Accounts Receivable, Analysis, Invoicing, Account Reconciliation, Human Resources, Strategic Planning, Leadership
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA)
SUNY Stony Brook 1996 — 2001
Bachelor of Arts (BA), Economics
Citi September 2012 - Present
Wells Fargo Capital Finance March 2009 - June 2012
Wells Fargo & Co. March 2006 - March 2009
DePaul University December 2000 - November 2005
Illinois Institute of Technology May 2000 - December 2000
Skills
Brand management and..., Creative and editorial..., Higher education..., Integrated Marketing, Advertising, Editing, Writing, Direct Marketing, Marketing Communications, Digital Marketing, Email Marketing, Online Marketing, Content Development, Online Advertising, Higher Education, Marketing, Corporate Communications, Marketing Strategy, Employee Training, Leadership, Management, Strategy, Social Media Marketing, Branding & Identity, Corporate Branding, Brand Development
Education
DePaul University 2001 — 2003
M.A.
Concordia College 1995 — 1999
B.A.
Phoenix Management Services March 2015 - Present
FirstMerit Bank Business Credit August 2010 - March 2015
Wells Fargo Capital Finance June 2008 - August 2010
National City Bank October 2003 - June 2008
The Provident Bank December 2000 - October 2003
Education
Bowling Green State University 1994 — 1998
BSBA, Accounting
Cleveland State University 2006 — 2007
MBA
Bank of America September 2014 - Present
BIQ SELECT March 2014 - Present
Wells Fargo Capital Finance January 2013 - May 2013
InTouch Credit Union February 2012 - July 2012
Capital One Auto Finance April 2011 - August 2011
Republic National Distributing Company July 2008 - February 2010
LFT Lifestyle, Fashion, Terminal September 2006 - August 2007
Santander Consumer USA Inc. 2006 - 2007
Chili's Grill & Bar August 2003 - July 2006
Skills
Sales, Customer Service, Retail, Time Management, Negotiation, Access, Software Documentation, Teamwork, Accounts Payable, Call Centers, Account Management, Sales Management, Leadership, Training, Budgets, Customer Satisfaction, Finance, Microsoft Word, Management, Team Building
Education
The University of Texas at Dallas 2012 — 2014
General Business, Business Administration and Management, General
Collin County Community College 2009 — 2011
Associates, Business Management
Wells Fargo Capital Finance January 2008 - Present
TLP Funding May 2005 - January 2008
Washington Mutual Bank August 2002 - May 2005
Skills
Asset Based Lending, Credit, Commercial Lending, Commercial Finance, Leveraged Finance, Mergers & Acquisitions, Cash Management, Real Estate, Analysis, CRM, Syndications, Credit Analysis, Finance, Commercial Banking, Loans, Management, Portfolio Management, Financial Services, Underwriting, Capital Markets, Equities, Private Equity, Valuation, Derivatives, Financial Structuring, Strategy, Treasury Management, Financial Analysis
Education
California State University-Northridge 2000 — 2004
B.S., Finance
Amgen August 2013 - Present
Wells Fargo Capital Finance March 2007 - August 2013
Move, Inc. September 2005 - February 2007
SkyNet Information Systems October 1995 - September 2005
LACERA June 1995 - September 2005
R-Computer August 1992 - May 1995
Skills
Project Management, Agile Methodologies, SDLC, PMP, Vendor Management, Scrum, Product Management, PMO, Leadership, Business Analysis, CRM, Risk Management, Program Management, MS Project, Management, Project Portfolio..., Project Planning, Software Development, Business Process..., Business Requirements, Project Delivery, Software Project..., Requirements Analysis, Resource Management, Requirements Gathering, SharePoint, Agile Project Management, Visio, Strategic Planning, IT Strategy, Process Improvement, Data Center, Banking, IT Management, Change Management, PMO Development, Mergers & Acquisitions, Business Intelligence, Quality Assurance, Enterprise Architecture, Mentoring
Education
California State Polytechnic University-Pomona
Santa Monica College
University of Phoenix
Bank of the West August 2011 - Present
U.S. Bank January 2011 - July 2011
Wells Fargo Capital Finance June 2006 - January 2011
Skills
Commercial Banking, Commercial Lending, Lines Of Credit, Small Business Lending, Financial Analysis, Portfolio Management, SBA, Loan Origination, Consumer Lending, Mortgage Lending, Retail Banking, Finance
Education
University of Colorado Denver 2000 — 2002
Bachelor of Business Administration (BBA), Finance, General
Colorado State University 1998 — 2000
Transferred to University of Colorado, Finance, General
Callidus Capital Corp. March 2015 - Present
Alignvest Private Debt Ltd. August 2013 - March 2015
Wells Fargo Capital Finance March 2007 - August 2013
Royal Bank of Canada 2003 - 2007
BDC 1999 - 2002
Scotiabank 1996 - 1999
Skills
Asset Based Lending, Direct Sales, Underwriting, Debt, Leveraged Finance, Commercial Banking, Relationship Management, Acquisitions, Corporate Finance, Credit Risk, Credit Analysis, Financial Structuring, Portfolio Management, Credit, Capital Markets, Banking, Finance, Syndications, Commercial Lending, Business Development, Financial Risk, Loans, Loan Origination, LBO, Structured Finance, Mergers & Acquisitions, Financial Services, Asset Management, Financial Modeling, Lines Of Credit, Due Diligence, Financial Analysis
Education
Dalhousie University 1992 — 1996
Commerce
Wells Fargo Capital Finance June 2014 - Present
Wells Fargo Capital Finance January 2013 - June 2014
Wells Fargo Bank June 1991 - December 2012
Skills
Strategic Planning, Small Business, Non-profits, Credit, Loans, Commercial Lending, Budgets, Financial Analysis, Public Speaking, Commercial Banking, Small Business Lending, Community Outreach, Team Building, Banking, Investments, Nonprofits, Finance, Leadership
Education
University of Colorado Denver 2013 — 2015
Master's Degree, Accounting
University of Colorado Denver 1994 — 1996
Master's Degree, Finance
University of Colorado Boulder - Leeds School of Business 1989 — 1993
Bachelors, Finance
City University London 1992 — 1992
Bachelor's Degree, International Finance, STUDY ABROAD PROGRAM
SunTrust January 2015 - June 2015
Wells Fargo Capital Finance March 2013 - January 2015
MetLife Bank, N.A. June 2009 - February 2011
Bank of America April 2008 - June 2009
Wells Fargo December 2007 - April 2008
Capital One March 2006 - November 2007
Anvil Mortgage Corporation April 2004 - March 2006
Weichert Financial Services April 2002 - April 2004
Bank of America September 1995 - April 2002
Skills
Account Management, New Business Development, Sales, Leadership, Management, Customer Service, Banking, Key Account Development, Sales Management, Public Speaking, Product Marketing, Sales Presentations, Fundraising, Training, Retail Banking, Interviews, Networking, Loans, Mortgage Lending, Translation, Loan Origination, Credit, Financial Services, Finance, Microsoft Office, Mortgage Banking, Marketing, Real Estate, Underwriting, Credit Analysis
Education
Capella University 2014 — 2017
Master of Public Health (MPH), Public Health Education and Promotion
University of Phoenix 2004 — 2007
Bachelor of Science in Business, Management
USDA - Rural Development August 2009 - Present
The Consumer's Lobby, Inc. May 2009 - Present
DAWA Enterprises January 2008 - August 2009
Hopi Tribe Economic Development Corporation April 2008 - October 2008
Sierra Southwest Cooperative, Inc. March 2006 - January 2008
Nantucket Bank June 2005 - March 2006
American Electric Power April 2004 - May 2005
Washington Mutual Finance Co April 2003 - April 2004
Applied Card Systems April 2001 - April 2003
Wells Fargo Capital Finance September 1999 - February 2001
Skills
Economic Development, Government, Grants, Economics, Program Management, Policy Analysis, Climate Change, Policy, Public Policy, Rural Development, Grant Writing, Project Analysis, Federal Government..., Technical Writing, Feasibility Studies, Social Media, Cultural Diversity, Program Development, Community Outreach, Proposal Writing, Volunteer Management, Fundraising, Community Engagement, Nonprofits, Legislative Relations, Politics, Capacity Building, Federal Government, Program Evaluation, International Relations, Public Administration, Public Speaking, Community Development, International..., Research, Community Organizing, Organizational..., Grassroots Organizing, Public Relations
Education
Mountain State University
Bachelor of Arts (B.A.), Business Law
University of Maryland University College 1998 — 1999
Communication and Media Studies
Concord University 1991 — 1993
Accounting
MidFirst Bank August 2005 - Present
Wells Fargo Capital Finance June 2003 - August 2005
Family Dollar July 2002 - June 2003
Jonny's at Oak Tree Restaurant August 1996 - July 2002
A.G. Edwards & Sons, Inc. May 2001 - July 2001
Association for South-Central Oklahoma Government June 1996 - July 1996
Skills
Training, Accounting, Finance, Operations Management, Payroll, Banking, Portfolio Management, Financial Analysis, Loans, Data Entry, Cash Management, Cash Flow, Credit, Process Improvement
Education
Cameron University 2001 — 2003
Master of Business Administration (MBA), 3.73
Cameron University 1997 — 2001
Bachelor of Business Administration (BBA), Accounting and Finance, 3.63
Wells Fargo Capital Finance March 2015 - Present
Bechtel Corporation July 2012 - February 2015
Skills
Teamwork, Customer Satisfaction, Customer Service, PowerPoint, Microsoft Excel, Access, Microsoft Word, Efficiency/Reliability, Time Management, Communication, Outlook, Data Entry, Leadership, Organization, Computer Literate, Windows, Visual Basic, Excel, Word, Telephone, Publisher, Keyboarding/Typing:..., Budgeting, Social Networking, People Skills, Motivational, Money Handling, Inventory Management, Sales, Retail, Bartending, Critical Thinking, Training, Cash Register, Mathematics, Quality Assurance, Accounting, Data Analysis, Change Management, Financial Analysis, Financial Accounting, Financial Reporting, General Ledger, Microsoft Office, Microsoft Technologies, Lync, Visio, QuickBooks, Organization Skills, Project Management
Education
The George Washington University
Bachelor of Business Administration, Information Systems Technology, 3.6
Carroll Community College 2007 — 2009
Accounting, 4.0
Wells Fargo April 2014 - Present
Wells Fargo Capital Finance May 2013 - April 2014
Wells Fargo October 2012 - April 2013
Bank of America July 2011 - September 2012
Wells Fargo Charlotte, NC October 2010 - March 2011
Bankof America/Corporate Workplace July 2007 - May 2010
Broward County Schools/Education Technology Services November 1992 - March 2007
Skills
SharePoint, Software Documentation, SDLC, Business Analysis, Testing, Process Improvement, Quality Assurance, Troubleshooting, Project Management, Analysis, Security, Management, Networking, Business Process, Databases, Project Planning, CRM, Information Technology, Business Requirements, User Acceptance Testing, Visio, Vendor Management
Education
Clark Atlanta University
Computer Science
University of Miami
Computer Science
Euclid Analytics August 2015 - Present
Wells Fargo June 2014 - Present
Wells Fargo Capital Finance July 2013 - June 2014
DCA Partners April 2012 - August 2012
Computer Sciences Corporation June 2011 - August 2011
Skills
Golf, Microsoft Office, Excel, Capital IQ, Financial Accounting, Financial Statement..., Microsoft Excel, Corporate Finance, Financial Analysis, Economics, Due Diligence, Accounting, Credit Analysis, US GAAP, Underwriting, Bloomberg, Finance, Customer Experience, Investments
Education
Claremont McKenna College 2009 — 2013
B.A, Economics and Accounting
London School of Economics and Political Science 2011 — 2011
Issues in Money and Finance
Jesuit High School 2005 — 2009
Wells Fargo Capital Finance April 2014 - Present
TSU School of Business August 2013 - Present
Capital Maverick & Co September 2011 - April 2014
Merrill Lynch & Co June 2005 - November 2009
JPMorgan Chase & Co June 1998 - June 2005
Skills
Private Equity, Investments, Private Banking, Asset Managment, Retirement Planning, Asset Management, Investment Banking, High Net Worth..., Insurance, Strategic Financial..., Equities, Investment Management, Wealth Management, Banking, Capital Markets, Series 7, Portfolio Management, Mutual Funds, Financial Services, Leadership, Financial Planning
Education
State University of New York College at Brockport 1993 — 1998
BA
Columbia University - Columbia Business School 2000 — 2001
Finance
Capital One February 2014 - Present
JPMorgan Chase March 2013 - September 2013
Wells Fargo Capital Finance February 2012 - February 2013
HSBC September 2010 - February 2012
Skills
Investments, Portfolio Management, Wealth Management, Banking, Equities, Credit, Fixed Income, Loans, Financial Modeling, Capital Markets, Series 7, Financial Analysis, Credit Analysis, Mutual Funds, Financial Planning
Education
Concordia College-New York
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo July 2014 - September 2014
Wells Fargo August 2012 - July 2014
Wells Fargo September 2011 - August 2012
Wells Fargo July 2010 - February 2011
Park Inc January 2008 - September 2010
Park Inc. June 2007 - January 2008
Halal Market & Meats June 2002 - December 2006
Skills
Customer Service, Audit, Research, Microsoft Office, Excel, Credit Analysis, Cash Flow, Quality Control, Leadership, Management, Process Improvement, Inventory Management, Microsoft Excel, Business Analysis, SAP, Marketing, Social Media, Risk Management, Data Analysis, Microsoft Word, Credit, Accounts Receivable, Financial Modeling, Banking, Portfolio Management, Non-profits, Public Speaking, Analysis, Software Documentation, Project Planning, Team Leadership, Sales Management, Social Media Marketing, Training, Recruiting, QuickBooks, Auditing, Access, Time Management, Financial Analysis, Finance, Team Building, PowerPoint, Public Relations, Accounting, Social Networking, Strategic Planning, Market Research, Sales, Teamwork
Education
Queens University of Charlotte 2012 — 2014
Master of Business Administration (MBA)
Central Piedmont Community College 2011 — 2011
Business Analysis Certificate Program, Business Analysis
University of North Carolina at Charlotte 2005 — 2010
Business Administration, Finance, Management
Wells Fargo Capital Finance March 2015 - Present
Avidbank May 2014 - March 2015
California State University, Fresno January 2009 - December 2013
Wells Fargo January 2013 - May 2013
Skills
Microsoft Excel, Sports, Athletics, Football, Critical Thinking, Economics, Research, Time Management, Teamwork, PowerPoint, Microsoft Word, Intercollegiate..., Weight Training, Microsoft Office, Business, Access, Coaching, Fitness, Strength, Sports Coaching
Education
California State University, Fresno 2009 — 2013
Bachelor of Applied Science (BASc), Finance, General
California State University-Fresno 2009 — 2013
Wells Fargo August 2014 - Present
Wells Fargo Capital Finance November 2008 - August 2014
Skills
Banking, Commercial Lending, Credit, Portfolio Management, Credit Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Risk Management, Relationship Management, Vendor Management, Insurance, Sales
Education
Community College of Rhode Island 1993 — 1996
Associate of Science (A.S.), Computer Science
Flawless Tracks April 2011 - Present
EMC June 2014 - Present
EMC January 2014 - Present
EMC June 2013 - Present
EMC January 2013 - Present
EMC May 2012 - Present
Deloitte May 2011 - August 2011
Wells Fargo Capital Finance March 2008 - September 2009
Skills
Business Analysis, Financial Analysis, Project Management, Analysis, Strategic Planning, Competitive Analysis, Market Analysis, Business Development, Market Research, Strategic Consulting, Consulting, Customer Satisfaction, Customer Insight, Music Production, Start-ups, Due Diligence, Operational Due..., Oracle Applications, SAP, Oracle SQL, SQL, Microsoft SQL Server, Lean Thinking, Lean Transformation, Lean Startup, Lean Operations, Oracle BI EE
Education
Clark Atlanta University 2009 — 2012
Master of Business Administration (MBA), Finance
Howard University 2002 — 2007
Bachelor of Business Administration (B.B.A.), International Business
Georgia Institute of Technology - Georgia Tech College of Management
Wells Fargo Capital Finance December 2014 - Present
Union Pacific Railroad April 2013 - November 2014
Manarin Investment Counsel, Ltd. June 2013 - September 2013
Union Pacific Railroad September 2012 - April 2013
Creighton University May 2012 - September 2012
Skills
Leadership, Research, Time Management, Analysis, Customer Service, Finance, Financial Analysis, Access, Data Analysis, Management, Accounting, Teaching, Public Speaking, Microsoft Excel, Microsoft Office, People Skills, PowerPoint, Youth Mentoring, Financial Modeling, Teamwork, Microsoft SQL Server, Mathematics, Revenue Analysis, Oral & Written..., Business Analysis, Microsoft Word, Analytics, Business Intelligence, Business Strategy, SQL Server Management..., English, Windows, Outlook, Volunteering, Budgets, Retail, Organization, Medical Billing, Bill Paying, Academic Tutoring, Microsoft Visual Studio..., Data Entry, Public Relations, SAP, Visual Basic
Education
Creighton University's Heider College of Business 2011 — 2014
B.S.B.A., Finance, Financial Planning, 3.7 GPA
Abraham Lincoln High School 2007 — 2011
High School Diploma
Gasparilla Inn and Club March 2013 - Present
Wells Fargo Capital Finance July 2012 - July 2013
George Patton Associates January 2006 - July 2012
Citizens Bank March 2000 - March 2001
BankBoston April 1996 - March 2000
Skills
Microsoft Office, Account Reconciliation, Accounting, Accounts Receivable, Contract Negotiation, Financial Accounting, Sales, Customer Satisfaction, Customer Retention, New Custom Homes, Credit Risk, Credit Cards, Dispute Resolution, Merchant Services, Merchant Banking, itransact, Elavon, Authnet, Office Administration, Solicitation, Special Collections, Inventory Management, Banking
Education
Community College of Rhode Island
Wells Fargo Capital Finance March 2015 - Present
State Street October 2014 - February 2015
State Street January 2012 - October 2014
Skills
Loan Servicing, Microsoft Office, Customer Service, Conflict Resolution, Multi-currency..., Senior Bank Loans, Human Rights, Communication, Time Management, Human Services, Innovation Development, Accounting, Term Loans, Financial Services, Financial Analysis, Organizational..., Office Administration, Stress Management, Administrative..., Youth Development, Creative Writing, Adobe Design Programs, Readiness, Childcare, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word
Education
Cambridge College 2015 — 2018
Bachelor’s Degree, Human Services, General
Cambridge College 2011 — 2012
Certificate, Accounting and Finance
D+H 2001 - 2015
Wells Fargo Capital Finance 1999 - 2001
Skills
Netbackup, Data Domain, Encryption Software, Tape Libraries, VPN, Servers, Backup Exec, SRDF, TSM, EMC Storage, EMC Networker, Microsoft SQL Server, Network Administration, Computer Network..., Symantec Backup, Wireless Networking, Backup & Restore, Databases, Offsite Backup, Tape Backup, Data Backup Solutions, Symantec Antivirus, McAfee Antivirus, Veritas Volume Manager, Symmetrix, Clariion, AIX, Brocade, Technical Support
Education
CDI College 1996 — 1997
Associate's Degree, Network Specialist
Minsk University 1984 — 1990
Bachelor's Degree, Applied Mathematics
West Owl & Company LLC, WA, April 2014 -Present April 2014 - Present
Union Bank March 2014 - Present
Wells Fargo Capital Finance October 2012 - February 2014
Housing Bank for Trade and Finance June 2009 - May 2012
BYU Central Heating Plant April 2005 - April 2008
Skills
Financial Analysis, Financial Modeling, SQL, Underwriting, sale, Public Relations, International Relations, Multilingual, Documentations, Corporate Finance, Buy-sell Agreements, Sales, Mutual Funds, Portfolio Management, Commercial Lending, Loans, Banking, Credit, Due Diligence, Commercial Banking, Strategic Financial..., Strategy, Credit Analysis, Wealth Management, Investments, Mergers & Acquisitions, Financial Planning
Education
BRIGHAM YOUNG UNIVERSITY, Marriott School of Business 2005 — 2008
Bachelor of Business Administration, Corporate Finance
Brigham Young University 2003 — 2008
BSC, Corporate Finance
US Bank - Asset Based Finance November 2010 - Present
Wells Fargo Capital Finance April 2006 - September 2010
LaSalle Business Credit April 1999 - April 2006
Sanwa Business Credit Corp. 1994 - 1999
Education
California State University-Northridge 1974 — 1979
Bachelor of Science, Business Administration, Finance Option
PNC April 2015 - Present
Wells Fargo April 2014 - April 2015
Wells Fargo Capital Finance April 2010 - March 2014
Duff & Phelps July 2007 - April 2010
Deloitte May 2006 - August 2006
Skills
Business Valuation, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Private Equity, Financial Reporting, Financial Statement..., Capital Markets, Debt, Restructuring, Portfolio Management
Education
Claremont McKenna College 2003 — 2007
BA, Econ/Accounting
LPL Financial January 2014 - Present
LPL Finanical February 2011 - January 2014
Wells Fargo Capital Finance January 2010 - February 2011
Sunglass Hut 2006 - 2010
Skills
Customer Service, Investments, Process Improvement, Banking, Financial Analysis, Team Building, Strategic Planning, Project Management, Microsoft Excel, Microsoft Office, Small Business, Salesforce.com, Business Development, Sales Management, Sales, Vendor Management, Management, PowerPoint, Account Management, Coaching, Leadership, Financial Services, Risk Management, Series 63, Series 7, IRAs
Education
Central Piedmont Community College
Wells Fargo Capital Finance April 2011 - Present
Legends Golf & Resort June 2010 - April 2011
Rockrimmon Country Club August 2009 - November 2009
Richter Park Golf Course April 2009 - September 2009
Metropolitan PGA April 2007 - August 2008
Rock Ridge Country Club May 2006 - August 2006
Skills
Supply Chain Finance, Microsoft Office 2007, Supply Chain, Microsoft Excel, Customer Service, Financial Analysis, Leadership, Marketing, New Business Development, Analysis, Management, Business Development, Sales, Finance, Sales Management, Sales Process, Forecasting, Time Management, Credit
Education
Coastal Carolina University 2005 — 2010
B.S, Business Administration; Accounting
Ridgefield High School
Honcho Energy March 2014 - Present
HBS Systems August 2013 - March 2014
Bridgefarmer & Associates, Inc. February 2013 - July 2013
Wells Fargo Capital Finance May 2012 - November 2012
PricewaterhouseCoopers December 2010 - June 2011
PricewaterhouseCoopers December 2010 - June 2011
Amdocs September 2008 - December 2010
ALA July 2007 - March 2008
Clear Investigative Advantage, LLC 2006 - 2007
Skills
Microsoft Office 2007, Lotus Notes, Adobe, Internet, Telecommunications, Program Management, PMO, PeopleSoft, Vendor Management, Outlook, Business Analysis, Invoicing, Billing Systems, Order Management, Professional Services, Project Management, Visio, Team Leadership, Human Resources, Acess, Peachtree, Office Management, Process Improvement, PowerPoint, Onboarding, Microsoft Excel
Education
Western Governors University 2013 — 2014
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Wills Point High School 1999 — 2003
Diploma
Collin County Community College
In Process, Business/ Human Resources
Wells Fargo December 2013 - Present
CompuCom 2013 - December 2013
Wells Fargo Capital Finance August 2012 - July 2013
Lowe's Home Improvement June 1997 - March 2012
Skills
Microsoft Office, Research, Budget, C++, C, Teaching, Program Management, SPECIALIZED SKILLS:, Logistics and..., Pac2000 Change..., Proficient working in..., Monitors and maintains..., Budgets, BMC Remedy, •Network device..., Troubleshooting, Networking, Visio, Data Center, Technical Support, Switches, Security, Telecommunications, Servers, Cisco Technologies, Routers, Vendor Management
Education
Central Piedmont Community College 1998 — 1998
3.5
Central Piedmont Community College 1982 — 1983
Wells Fargo Capital Finance June 1993 - Present
Skills
Real Estate, Finance, Commercial Real Estate, Management, Loans, Real Estate Economics, Asset Management, Due Diligence, Valuation, Portfolio Management, Mergers & Acquisitions, Real Estate Development, Financial Modeling, Financial Analysis, Investments, Real Estate Transactions, Credit
Education
Cornell University - Johnson Graduate School of Management 2000 — 2002
Master of Business Administration (MBA), Real Estate
University of California, Santa Barbara 1984 — 1989
Economics
Wells Fargo Capital Finance October 2009 - Present
Wells Fargo Foothill 2006 - October 2009
Wells Fargo Foothill September 2004 - December 2005
Wells Fargo Foothill January 2003 - August 2004
Skills
Banking, Credit, Financial Analysis, Corporate Finance, Loans
Education
California State University-Northridge 2000 — 2002
MBA, Finance
Universidade de São Paulo 1990 — 1994
Bachelor of Science (BS), Civil Engineering
Wells Fargo Capital Finance March 2015 - Present
Allen Company Inc. June 2012 - February 2015
Snyder Industries formerly Rotonics August 2010 - May 2012
Accountemps 2012 - 2012
MANPOWER August 2010 - June 2011
Flight Services & Systems June 2010 - July 2010
Global Music Products/ Rockley Consulting August 2009 - May 2010
DISH NETWORK July 2009 - August 2009
AGRIUM US INC September 2006 - June 2009
ADVANTAGE SECURITY INC January 2006 - September 2006
Skills
Invoicing, Microsoft Office, 10 Key, Customer Service, File Management, Research, Database Administration, Teamwork, Time Management, Management, Accounts Receivable, Accounts Payable, Administrative..., Sales, Accounting, Bank Reconciliation, Journal Entries, Customer Management, Vendor Management, Customer Satisfaction, Efficiency, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Data Entry, Accurate Data Entry, Financial Research, Budgets, Multi Tasking, American Sign Language, Receptionist Duties, Office Administration, Office Management, Keyboard Skills, Administration, 60 WPM Typing, Microsoft Dynamics..., Fourth Shift, Internet Explorer, Ambidextrous 10-key, Daily Deposits, US GAAP, Internal Controls, Administrative...
Education
Front Range Community College 2011 — 2014
Accounting and American Sign Language
Community College of Aurora 2008 — 2009
AAS
West High School 1994 — 1999
Wells Fargo Capital Finance January 2013 - Present
Wells Fargo Capital Finance June 2011 - January 2013
Wells Fargo Capital Finance January 2009 - June 2011
Wells Fargo Capital Finance October 2007 - January 2009
Education
Clark Atlanta University 1973 — 1977
Accounting and Business/Management
LifeSpan of Minnesota May 2015 - Present
Life development resources April 2014 - November 2014
Wells Fargo Capital Finance April 2010 - April 2014
Wells Fargo February 2007 - March 2010
Tweeter 2004 - 2006
Gold's Gym 2003 - 2004
Education
Adler Graduate School 2013 — 2015
Master of Arts (MA), Marriage and Family Therapy/Counseling
Concordia University-St. Paul
Organizational Development, Human resources
Wells Fargo Capital Finance November 2007 - Present
UBS Investment Bank June 2005 - October 2006
Skills
Portfolio Management, Credit, Financial Analysis, Credit Analysis, Valuation, Investment Banking, Corporate Finance, Private Equity, Commercial Lending, Commercial Banking, Mergers & Acquisitions, Loans
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Rice University 2000 — 2004
Bachelor's degree, Economics
Wells Fargo Capital Finance July 2010 - Present
Entisys Solutions, Inc. April 2007 - January 2011
People's Choice Home Loan March 2003 - April 2007
High Touch Media January 2003 - March 2003
Payment Resources, Intl January 2001 - December 2002
Wareforce May 1998 - December 1999
Microtech International 1998 - 1999
Skills
Citrix, VMware, NetApp, Disaster Recovery, Cisco Technologies, VMware Infrastructure, Active Directory, Cloud Computing, Server Architecture, Storage, Virtualization, VMware ESX, Servers, VDI, Enterprise Architecture, Storage Area Networks, Microsoft Technologies, vSphere, Citrix Metaframe, Architecture, Windows Server, System Administration, Application..., Applications Delivery, Business Continuity, HP, High Availability, Windows, IT Strategy, Technical Architecture, SAN, Infrastructure, IT Management, Cluster, CCNA, Data Center, Hardware, Networking
Education
California State University-Long Beach 1993 — 1994
Computer Science
Lionsgate July 2015 - Present
Wells Fargo Capital Finance May 2014 - July 2015
XAP Corporation January 2011 - May 2014
Main Point Systems, Inc. February 2007 - March 2010
Pfizer Health Solutions 2002 - 2007
Skills
SDLC, Agile Methodologies, Quality Assurance, Business Analysis, SQL, Requirements Analysis, Requirements Gathering, Testing, Scrum, Visio, SharePoint, Management, Project Management, Software Project..., Software Development, Vendor Management, Software Documentation, Integration, Consulting, JIRA, Confluence, Rally
Education
Coleman University
Bachelor's degree, Computer Science
Eastern Illinois University
Master's degree, Child Development and Family Sevices
Ares Management April 2015 - Present
First Capital April 2014 - Present
SunTrust Robinson Humphrey 2010 - April 2014
Wells Fargo Capital Finance April 2006 - November 2010
Mutual of Omaha February 2005 - April 2006
Congress Financial (a Wachovia Company) September 1999 - January 2005
Skills
Portfolio Management, Loans, Credit, Banking
Education
Capella University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Houghton College 1995 — 1999
Bachelor's Degree, Accounting and Business/Management
Wells Fargo Capital Finance January 2009 - Present
Wells Fargo Capital Finance June 2007 - January 2009
Medtronic 2000 - 2007
Skills
Valuation, Capital Markets, Investment Banking, Financial Modeling, Credit Analysis, Portfolio Management, Banking, Commercial Lending, Corporate Finance, Credit, Financial Analysis, Loans, Mergers, Due Diligence, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Finance
Claremont McKenna College 1996 — 2000
BA, Biology
Tennenbaum Capital Partners, LLC September 2014 - Present
Bank of America Business Capital May 2013 - September 2014
Wells Fargo Capital Finance August 2002 - May 2013
Skills
Capital Markets, Loans, Portfolio Management, Credit Analysis, Private Equity, Banking, Corporate Finance, Credit, Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Commercial Lending, Equities, Asset Based Lending, Middle Market, Finance, LBO, Structured Finance
Education
Claremont McKenna College 1996 — 2000
Bachelors, Government and Economics
Wells Fargo Capital Finance May 2011 - Present
Ace Metrix November 2008 - April 2011
Sun Life Financial February 2008 - November 2008
Silverscape February 2007 - February 2008
Brandeis University June 2005 - January 2007
Skills
Flex, Data Mining, Python, User Interface, ActionScript, User Experience, Data Analysis, SQL, Data Visualization, Machine Learning, Mathematics, Vim, Data Intelligence, TypeScript, AngularJS, npm, Ant, Code Review, Test Automation, Continuous Integration, Agile Application..., Git, Process Automation
Education
Brandeis University 1998 — 2007
BA, Physics
Wells Fargo Capital Finance April 2010 - Present
Wells Fargo May 2009 - April 2011
Hewlett Packard March 2008 - November 2010
Wells Fargo 2006 - 2007
Wetfeet 2005 - 2006
Macrovision 2004 - 2005
Skills
Selenium, Software Quality..., Business Analysis
Education
Christ University, Bangalore
MCA, Computer Science
San Jose State University
Wells Fargo Capital Finance January 2008 - Present
Wells Fargo US Corporate Banking January 2007 - January 2008
Wells Fargo US Corporate Banking July 2005 - January 2008
Skills
Credit Analysis, Credit, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Asset Based Lending, Finance, Underwriting, Leadership, Debt Restructuring, Commercial Banking, Investments, Financial Structuring, Loan Origination, Middle Market, Loans, Capital Markets, Commercial Lending, Marketing, Marketing Communications, Originations, Leveraged Finance, Sales, Syndications, Cash Flow, Real Estate, Banking, Valuation
Education
Carleton College 2001 — 2005
Bachelor of Arts (B.A.), Economics
Bank of America May 2014 - Present
Wells Fargo June 2013 - March 2014
Bank of America July 2012 - December 2012
Wells Fargo Capital Finance October 2011 - April 2012
Bank of America January 2010 - October 2011
Patriarch Partners LLC February 2008 - 2009
Wachovia Securities, LLC May 2005 - December 2007
Janney Montgomery Scott June 2004 - April 2005
BANC OF AMERICA SECURITIES, LLC January 2002 - June 2002
BANC OF AMERICA SECURITIES, LLC May 2001 - December 2001
Skills
Portfolio Management, Financial Modeling, Credit, Risk Management, Finance, Investments, Mergers & Acquisitions, Financial Analysis, Credit Risk, Loans, Investment Banking, Equities, Derivatives, Structured Finance, Financial Structuring, Bonds, Leveraged Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Investment Management Concentration
Brown University 1994 — 1998
BA, Business Economics & Organizational Behavior and Management
Wells Fargo May 2014 - Present
Wells Fargo August 2013 - May 2014
Austin Restaurant Partners June 2012 - May 2013
Wells Fargo June 2009 - January 2011
Wells Fargo Capital Finance January 2008 - May 2009
Wells Fargo Capital Finance March 2006 - January 2008
Comerica Bank 2005 - 2006
Lehman Brothers August 1998 - June 2001
Skills
Credit Analysis, Loans, Credit, Commercial Lending, Underwriting, Asset Based Lending, Credit Risk, Commercial Banking, Financial Analysis, Financial Modeling, Banking, Leveraged Finance, Portfolio Management, Middle Market, Restaurants, Restaurant Management, M&A experience, Distressed Debt, Distressed M&A
Education
University of Southern California - Marshall School of Business 2001 — 2003
Master of Business Administration (MBA), Finance and Business Economics
Claremont McKenna College 1994 — 1998
Bachelor of Arts (BA), Philosophy, Politics, Economics
Wells Fargo Capital Finance April 2007 - Present
Wells Fargo Foothill 2007 - Present
Education
California State University-Northridge 1989 — 1990
Accounting, Accounting
MUFG America / MUFG Union Bank July 2010 - Present
Wells Fargo Capital Finance September 2008 - July 2010
CIT 1990 - 2008
Education
California State Polytechnic University-Pomona 1980 — 1985
BS, Accounting
Wells Fargo Capital Finance August 2010 - Present
Congress Financial/Wachovia August 1996 - August 2010
Foothill Capital a Wells Fargo Company June 1989 - 1996
All American Asphalt April 1985 - May 1989
Skills
Asset Based Lending, Commercial Lending, Commercial Finance, Small Business Lending, Loans, Commercial Banking, Credit Analysis, Lines Of Credit, Credit, Middle Market, Underwriting, Banking, Due Diligence, Risk Management, Financial Risk, Finance, Credit Risk, Portfolio Management, Leadership, Loan Origination, Hands-on Problem Solver
Education
California State University-Los Angeles 1978 — 1981
BS, Management/Accounting
Woodbury University 1976 — 1978
BA, Management
Wells Fargo Capital Finance July 2012 - Present
Wells Fargo January 2001 - July 2012
NAAAHR 2006 - 2007
Wachovia Corporation January 1998 - January 2001
Wachovia Corporation January 1996 - January 1997
Moore Enterprises, Incorporated January 1992 - January 1996
Skills
Leadership, Financial Risk, Training, Customer Service, Management, Strategy, Banking, Process Improvement, Credit Analysis, Analysis, Budgets, Finance
Education
Capella University
Master of Science, Organization and Management
Virginia Commonwealth University
Bachelor of Arts, English
Wells Fargo Capital Finance January 2010 - Present
Wells Fargo Retail Finance March 2005 - December 2010
Wells Fargo Retail Finance January 2002 - March 2005
Wells Fargo Retail Finance January 2001 - January 2002
Paragon Capital LLC October 1997 - January 2001
Skills
Credit, Asset Based Lending, Compliance, Financial Analysis, Commercial Lending, Inventory Valuation, Banking, Underwriting, Mergers & Acquisitions, Due Diligence, Finance, Valuation
Education
Brandeis University 1993 — 1997
Bachelor of Arts (B.A.)
Town & Country Bank May 2010 - Present
Southwest Bank of St. Louis December 2004 - May 2010
U.S. Bank September 2003 - December 2004
Wells Fargo Capital Finance September 2002 - September 2003
GE Capital June 1999 - September 2002
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Banking, Credit Analysis, Small Business Lending, Retail Banking, Cross Selling, Consumer Lending, Underwriting, Mortgage Lending, Portfolio Management, Lines Of Credit, Relationship Management, Credit Risk, Loan Origination, Credit Cards, Commercial Mortgages, Financial Analysis
Education
University of Wisconsin-Madison 2011 — 2013
Graduate School of Banking
Central Methodist University-College of Liberal Arts & Sciences 1996 — 1999
BS, Business
Cloud County Community College 1994 — 1996
Business/Managerial Economics
Wells Fargo May 2014 - Present
Wells Fargo Capital Finance November 2012 - May 2014
Live Nation May 2011 - November 2012
25 by 7, Inc. November 2007 - May 2011
Global Vision Systems January 2006 - November 2007
Spying Eye Surveillance, Inc October 2003 - January 2006
Arey Jones September 2002 - September 2003
Pasadena City College April 2001 - September 2001
Priority Records, LLC June 2000 - March 2001
Skills
Powershell, DNS, SAN, Active Directory, Virtualization, Networking, VMware, VMware ESX, DHCP, System Administration, Disaster Recovery, Microsoft Exchange, Servers, High Availability, Cluster, NetApp, Windows Server, Microsoft SQL Server, Citrix, VMware Infrastructure, Data Center, IIS, SCCM, Network Security, Windows 7, Linux, System Deployment, Network Administration, Apache, Perl, Unix, Red Hat Linux, Operating Systems, Troubleshooting, Firewalls, Shell Scripting, VPN, Server Architecture, Storage, TCP/IP, Cisco Technologies, NFS, Blackberry Enterprise..., CentOS, SCOM, NAS, Group Policy
Education
California State Polytechnic University-Pomona 2002 — 2005
Bachelor of Science (BS), Computer Science, Minors in Mathematics & Business Administration
Pasadena City College 2000 — 2002
AS/AA, General
Temple City High School
WELLS FARGO July 2014 - Present
Wells Fargo Capital Finance 2010 - Present
Wells Fargo Capital Finance 2008 - 2010
Wachovia Bank 2007 - 2008
Wachovia Bank 2005 - 2007
Wachovia Bank 1997 - 2005
Norwest Bank June 1994 - September 1997
Corning Incorporated 1992 - 1992
Dow Corning 1990 - 1991
Education
Clark Atlanta University 1992 — 1994
MBA, Finance
Christian Brothers University 1986 — 1990
BS, Mechanical Engineering
Wells Fargo Trade Capital Services May 2011 - Present
Wells Fargo Trade Capital May 2009 - Present
Wells Fargo Capital Finance 2005 - Present
Wells Fargo Trade Capital 2005 - Present
Wells Fargo Trade Capital 2005 - Present
Skills
Asset Based Lending, Credit, Loans, Credit Analysis, Commercial Lending, Portfolio Management, Financial Analysis, Risk Management, Credit Risk, Finance, Strategic Financial...
Education
Bowling Green State University 1967 — 1971
Bachelor of Science (BS), Accounting and Finance
Wells Fargo Capital Finance March 2001 - Present
El Camino Resources September 1998 - March 2001
Education
California State University-Northridge 1995 — 1998
BS, Finance
Wells Fargo Capital Finance November 2014 - Present
Wells Fargo Capital Finance January 2013 - November 2014
Wilsey Meyer Eatmon Tate PLLC 2011 - October 2012
Oklahoma State Auditor & Inspector June 2010 - February 2011
First Capital September 2004 - July 2009
Farmers Insurance Group February 2004 - August 2004
Merrill Lynch June 2003 - August 2003
DCA Services, Inc January 1998 - January 2003
Skills
Self-driven, Attention To Detail, Data Mining, Auditing, Account Reconciliation, US GAAP, Accounting, GAAP, Financial Reporting, Financial Analysis, Cash Management, Financial Statements, Accounts Receivable, Assurance, Government Accounting, Finance, Financial Accounting, Financial Audits, Financial Statement..., Fund Accounting, QuickBooks, Vlookup, Revenue Recognition, Internal Controls, Variance Analysis, Pivot Tables, External Audit, COSO, Accounting Research, Microsoft Word, Microsoft Excel, Loans, Forensic Accounting, SEC filings, Sarbanes-Oxley, Microsoft Office, Cash Flow, General Ledger, CPA, Sarbanes-Oxley Act, Journal Entries
Education
College of Business 2009 — 2010
B.S., Accounting
College of Business 2002 — 2003
B.B.A., Finance
Wells Fargo Capital Finance February 2014 - Present
Hyundai Motor America October 2013 - Present
Self Employed Independent/Freelance Consultant December 2011 - October 2013
Cachet Banq 2008 - 2009
Skills
New Business Development, Sales Management, Account Management, Salesforce.com, Cold Calling, Territory Management, Sales Process, Team Building, Managed Care, Negotiation, Executive Management, Training, B2B, Healthcare, Customer Service, Start-ups, Management, Process Improvement, Healthcare Industry, Medicare, Business Development, Leadership, Contract Negotiation, Sales, Sales Presentations, Strategic Planning, CRM
Education
California State University-Long Beach
Bachelor of Arts (B.A.), Communication Sciences and Disorders, General
Barclays September 2013 - January 2014
Wells Fargo Capital Finance October 2012 - June 2013
Prudential Financial 1988 - 2007
Education
City University of New York-Brooklyn College
Wells Fargo Capital Finance January 2011 - Present
Wells Fargo Foothill, LLC 2001 - January 2011
Wells Fargo Business Credit, Inc. 1998 - 2001
Norwest Business Credit, Inc. 1996 - 1998
Skills
Commercial Lending, Commercial Banking, Banking, Financial Analysis, Portfolio Management, Corporate Finance, Credit Analysis, Underwriting, Credit, Credit Risk, Debt, New Business Development, Structured Finance, Strategic Planning, Business Strategy, Capital Markets, Cash Management, Asset Based Lending, Financial Risk, Investments, Loan Origination, Treasury Management
Education
The George Washington University 1990 — 1994
BA, International Affairs and Finance
Choate Rosemary Hall 1986 — 1990
Wells Fargo Capital Finance June 2005 - Present
Citibank (Banamex USA) Los Angeles, CA February 2004 - May 2005
BBVA Bancomer S. A. Los Angeles, CA 1994 - 2003
Skills
Treasury Management, Credit Risk, Private Banking, Risk Management, Banking Relationships, Derivatives, Asset Based Lending, Banking, Cash Flow, Financial Reporting, Working Capital..., Portfolio Management, Capital Markets, Management, Loans, Trading, Trade Finance, Treasury Services, Payments, Internal Controls, Investment Banking, Financial Modeling, FX Options, Credit Analysis, Commercial Lending, Retail Banking, Auditing, Strategic Financial..., Financial Analysis, Cash Management, Financial Markets, Financial Accounting, Liquidity Management, Accounts Payable, Bonds, Project Finance, Accounting, Financial Risk, Finance, Credit, Hedging, Letters of Credit, Corporate Finance, Account Reconciliation, Treasury, Internal Audit, Commercial Banking, Structured Finance, General Ledger, Financial Services
Education
California State University-Los Angeles 2009 — 2011
Bachelors of Science, Business Management
East Los Angeles College 2006 — 2008
Associates Degree in Business Administrative
Valley National Bank May 2015 - Present
Santander Bank, N.A. October 2013 - May 2015
Santander Bank July 2012 - October 2013
Sovereign Bank November 2010 - July 2012
Wells Fargo Capital Finance April 2002 - November 2010
Skills
Asset Based Lending, Commercial Banking, Credit, Loans, Credit Risk, Banking, Small Business Lending, Portfolio Management, Underwriting, Lines Of Credit, Consumer Lending, Loan Origination, Capital Markets, Corporate Finance, Credit Analysis, Commercial Lending, Financial Analysis, Risk Management, Finance, Relationship Management
Education
Brooklyn College 1998 — 2002
Bachelor of Science (BS), Business Management and Finance
City University of New York-Brooklyn College 1998 — 2002
Bachelor's degree, Business Management and Finance
WELLS FARGO CAPITAL FINANCE February 2007 - Present
Coudert Brothers 2002 - 2007
Krystaltech international 1996 - 2002
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Finance, Financial Reporting, Banking, Investments, Credit, Investment Banking
Education
Hunter College
Bachelor of Science (B.S.), Accounting and Finance
TrueCar, Inc. July 2014 - Present
Wells Fargo Capital Finance June 2013 - Present
Wells Fargo Capital Finance 2010 - 2013
Chicago Title 2001 - 2005
First Southwestern Title Company 1996 - 2001
Benefit Land Title Company 1992 - 1996
Skills
Banking, Credit, Loans, Risk Management, Customer Service, Relationship Management, Microsoft Excel, Microsoft Office, Call Centers, Retail Banking, Mortgage Lending, Finance, Sales
Education
Collin County Community College 2009 — 2013
Wells Fargo Capital Finance September 2011 - Present
Wells Fargo Business Credit - Capital Finance 2008 - September 2011
Skills
Credit, Credit Analysis, Commercial Banking, Portfolio Management, Risk Management, Financial Risk, Finance, Cash Management, Small Business Lending
Education
Brooklyn College 1978 — 1982
Bachelor of Science (B.S.), Economics
Wells Fargo Capital Finance 2013 - Present
Prospect Mortgage, LLC 2008 - 2013
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, General Ledger, Sarbanes-Oxley Act, Variance Analysis, Banking, Finance, Account Reconciliation, Microsoft Excel
Education
California State University-Northridge 2001 — 2004
B.S., Accounting
Wells Fargo Capital Finance June 2014 - Present
Wells Fargo June 2013 - June 2014
Wells Fargo September 2011 - May 2013
Skills
Finance, Investments, Financial Analysis, Credit Analysis, Banking, Financial Modeling, Microsoft Excel, Strategic Financial..., Valuation, Financial Accounting, Commercial Banking, Corporate Finance, Economics, Underwriting, Equities, Fixed Income
Education
UCLA Extension 2014 — 2015
California State Polytechnic University-Pomona 2007 — 2010
Bachelor of Science, Finance
AloStar Bank Of Commerce June 2015 - Present
Wells Fargo Capital Finance 2001 - Present
FINOVA Capital Corporation 2000 - 2001
Skills
Banking, Finance, Commercial Lending, Asset Based Lending, Due Diligence, Credit, Loans, Training
Education
Clemson University
Wells Fargo Capital Finance January 2015 - Present
JDS Photography, LLC May 2005 - Present
Wells Fargo April 2011 - January 2015
Wells Fargo Bank April 2009 - April 2011
Wells Fargo Financial May 2008 - April 2009
Skills
Loans, Analysis, Customer Service, Retail Banking, Business Development, Insurance, Due Diligence
Education
Colorado State University 2004 — 2008
Bachelor of Science, Business Administration; Business Management
Wells Fargo Home Mortgage October 2014 - Present
Wells Fargo Home Mortgage 2012 - 2013
Wells Fargo Capital Finance August 2010 - May 2012
Trustee Corps 2008 - 2009
Old Republic National Default Services 2008 - 2008
Option One Mortgage 2003 - 2006
Alliance Title 2003 - 2003
Downey Savings 1998 - 2000
Skills
Mortgage Lending, Loans, Credit, Loan Origination, Mortgage Banking, Credit Analysis, Banking, Refinance, FHA, Commercial Lending, Consumer Lending, Residential Mortgages, Underwriting, Portfolio Management, Commercial Banking, Small Business Lending, Financial Analysis, Credit Risk, Retail Banking, VA loans
Education
Cal State Fullerton 1992 — 1997
California State University-Fullerton 1992 — 1996
Diamond Bar High School 1988 — 1992
Wells Fargo Capital Finance Media DirectorGolden CommunicationsMay 2008 - June 2010
Secured Funding 2005 - 2006
Argent Mortgage 2003 - 2005
Bank of America 1989 - 2002
Education
California State Polytechnic University-Pomona
BA, Business Management
Wells Fargo Securities & Investments Group September 2011 - Present
Wells Fargo Capital Finance May 2008 - August 2011
Wells Fargo October 2006 - May 2008
Wells Fargo October 2003 - October 2006
Education
California State University-Fullerton, Mihaylo College of Business and Economics
B.A., Finance
Wells Fargo Capital Finance May 2008 - Present
Skills
Asset Based Lending, Underwriting, Loans, Credit Analysis, Loan Structuring, Mortgage Banking, FHA, Refinance, Residential Mortgages, Construction Loans, Loan Origination, VA loans, Banking
Education
Cornell University 1996 — 2000
Bachelor of Arts and Science, Psychology
Wells Fargo Capital Finance October 2013 - Present
Wells Fargo Capital Finance August 2006 - October 2013
Skills
Risk Management, Process Improvement, Management, Customer Service, Project Management, Strategic Planning, Salesforce.com, Sales, New Business Development, Cross-functional Team..., Software Project..., SharePoint, Real Estate, MS Project, Banking, Relationship Management, Business Loans, Team Facilitation, Strategic Partnerships, Cross Selling, Business Development, Commercial Banking, Team Leadership
Education
California State University-East Bay 1999 — 2003
Bachelor's degree, Business Administration, Management and Operations
Wells Fargo Capital Finance March 2006 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Editing, Spanish, Management
Education
Broward College
Florida Atlantic University
Bachelor of Science (BS), Finance, General
First National Denver January 2015 - Present
Wells Fargo Capital Finance 1997 - December 2014
Skills
Structured Finance, Loans, Credit, Asset Based Lending, Commercial Banking, Finance, Commercial Lending, Credit Analysis, Valuation, Banking, Small Business Lending, Portfolio Management, Business Development, Credit Risk, Underwriting, Financial Risk, Relationship Management
Education
Colorado State University-Pueblo
University of Colorado Boulder
Relationship Manager at Webster Bank January 2012 - Present
Rhode Island Commerce Corporation August 2010 - December 2011
RBS Citizens Financial Group November 2008 - July 2010
Wells Fargo Capital Finance November 2007 - June 2008
HSBC Bank USA November 2005 - October 2007
Fleet Financial Group, Inc. July 1988 - November 2005
Ernst & Young July 1985 - June 1988
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Banking, Small Business Lending, Credit Analysis, Retail Banking, Consumer Lending, Mortgage Lending, Portfolio Management, Lines Of Credit
Education
Bryant University
Master of Business Administration (MBA), Accounting
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Applied Science (BASc), Pharmacy
SunTrust Bank November 2010 - Present
Wells Fargo Capital Finance September 2006 - November 2010
Mutual of Omaha August 2005 - September 2006
Congress Financial September 1999 - June 2005
BWIA International Airways 1989 - 1995
Education
Houghton College 1995 — 1999
Bachelor of Science (BSc), Accounting and Business/Management
Capella University
Masters of Business Administration
Imagine Charter School at Firetone August 2012 - Present
Wells Fargo Capital Finance July 2006 - July 2012
Adams 12 Five Star Schools April 2011 - May 2012
Turnberry Elementary August 2011 - December 2011
SunCorp Corporate CU April 2004 - July 2006
Skills
Editing, Microsoft Office, Public Speaking, Team Building, Event Planning, Public Relations, Social Media, Marketing Communications, Classroom, Teaching, Strategic Planning, Marketing, Advertising, Educational Technology, Nonprofits, Staff Development, Social Networking, Community Outreach, Fundraising, Coaching, Leadership, Training, Leadership Development
Education
University of Phoenix 2010 — 2011
Masters, Elementary Education
Colorado State University 1998 — 2002
Bachelors, Technical Journalism
Wells Fargo Capital Finance March 1989 - Present
Education
Catawba Valley Community College
Wells Fargo Capital Finance November 2011 - Present
Trust Sale Realty March 2011 - November 2011
Bank of America July 2010 - March 2011
Skills
Real Estate, Real Estate Development, Real Estate Investment, Real Estate Transactions, Real Estate Financing, Escrow, Real Estate Excange
Education
California State University-Long Beach 1964 — 1971
Math and Physics
Los Angeles Harbor College 1961 — 1964
Associate of Arts, Math and Physics
Wells Fargo Capital Finance July 2014 - Present
Wells Fargo Financial October 2013 - July 2014
Wells Fargo Retail Finance August 2011 - November 2013
Citizens Bank July 2005 - May 2006
Bank of America June 1997 - July 2004
Skills
Credit, Credit Analysis, Loans, Banking, Retail Banking, Consumer Lending, Lines Of Credit, Credit Risk, Cross Selling, Financial Analysis, Cash Management, Loan Origination
Education
Northeastern University 2004 — 2006
Bachelors of Science, Business Administration, Management and Operations
Bunker Hill Community College 1997 — 2002
Associate's degree, Computer Science
Sandia National Laboratories July 2013 - Present
Cornell University August 2010 - August 2012
Wells Fargo Capital Finance June 2009 - June 2010
Sub-Zero, Inc May 2007 - May 2008
University of Wisconsin-Madison January 2004 - May 2007
Beka, Inc. June 2006 - August 2006
Skills
Microsoft Office, Matlab, Solidworks, NX 6, ANSYS, AutoCAD, Labview, Mechanical Testing, Confocal Microscopy, Machining
Education
Cornell University 2010 — 2012
Master of Science, Mechanical Engineering
University of Wisconsin 2003 — 2008
Bachelor of Science; Graduated, Mechanical Engineering
Wells Fargo Capital Finance
Skills
Asset Based Lending, Field examination, Credit Risk, Credit Analysis
Education
Bryant University
Bachelor's degree & MBA, Accounting and Finance