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 July 2014 - Present
Wells Fargo Capital Finance June 2013 - June 2014
Goldman Sachs June 2012 - January 2013
MFS Investment Management July 2011 - January 2012
Skills
Financial Analysis, Corporate Finance, Banking, Risk Management, Financial Services, Finance, Credit, Credit Analysis, Business Analysis, Credit Risk, Microsoft Excel, Analysis, Microsoft Office, Microsoft Word, PowerPoint, Asset Based Lending
Education
Northeastern University 2009 — 2014
Bachelor of Science (B.S.), Business Finance
Wells Fargo Capital Finance October 2007 - Present
Skills
Investments, Financial Analysis, Strategic Financial..., Risk Management, Portfolio Management, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA, Finance
Spinunity March 2014 - Present
ENMAX October 2013 - June 2015
Mobilicity November 2010 - October 2013
Xplornet Communications July 2007 - November 2010
Wells Fargo Capital Finance April 2002 - July 2007
Skills
Sales Management, Coaching, New Business Development, Sales, Account Management, Management, Recruiting, Team Leadership, Marketing, Leadership, Telecommunications, Direct Sales, Performance Management, Training, Time Management, Sales Process, Customer Retention, Customer Service, Salesforce.com, Retail, Budgets, Sales Operations, Customer Satisfaction, Cold Calling, CRM, Business Strategy, Business Development, Strategic Planning, Customer Experience, Negotiation, Human Resources, Marketing Strategy, Solution Selling, Entrepreneurship, Call Centers, Wireless, Channel Partners, Teamwork, Strategy, B2B, Team Building, Operations Management, Competitive Analysis, Cross-functional Team..., Business Planning, Contract Negotiation, Strategic Partnerships, Forecasting, Vendor Management, Selling
Education
Northern Alberta Institute of Technology 1999 — 2003
Engineering Diploma, wood products
Kepner - Tregoe
Problem Solving & Decision Making
Core Clarity Personal Discovery
Strengths Finder
Effort Works Leadership Course
Clearview Performance Training
Wells Fargo Capital Finance February 2015 - July 2015
Wells Fargo Capital Finance July 2014 - January 2015
Wells Fargo Capital Finance February 2014 - July 2014
Wells Fargo Capital Finance July 2013 - January 2014
Liberty Mutual Insurance January 2013 - June 2013
Liberty Mutual Insurance May 2012 - August 2012
State Street Bank January 2011 - June 2011
Produban (Santander Group) October 2009 - December 2010
Education
Northeastern University 2008 — 2012
Business Administration
London School of Economics and Political Science 2011 — 2011
Summer School Degree
J.P. Stevens High School 2004 — 2008
High School Diploma
Wells Fargo Capital Finance July 2014 - Present
Rosenthal Collins Group 2012 - 2013
Reebie Storage and Moving Company, Inc 2009 - 2011
Skills
Bloomberg, Financial Analysis, Financial Modeling, Equities, Investments, Securities, Portfolio Management, Risk Management, Finance, Access, Customer Service, Economics, Financial Planning, Asset Management, Financial Services, Data Analysis, Accounting, Analysis
Education
Regis University 2010 — 2014
Bachelor of Science (BS), Economics and Finance
Wells Fargo Capital Finance January 2015 - Present
Wells Fargo Capital Finance November 2012 - December 2014
Wellington Management June 2011 - January 2012
John Hancock Financial Services January 2010 - July 2010
Skills
Microsoft Excel, Microsoft CRM, Competitive Analysis, Capital IQ, Financial Analysis, Financial Modeling, Credit, CRM, PowerPoint, Microsoft Office, Mutual Funds, Investments
Education
Northeastern University 2008 — 2012
Bachelor of Science Degree, Business Administration; Finance and Marketing
Falmouth High School
Wells Fargo Capital Finance July 2014 - Present
Smeal College of Business May 2014 - July 2014
Wells Fargo Capital Finance May 2013 - August 2013
DeVito, Snowden, & Co., LLC May 2012 - August 2012
Christine Valmy Salon September 2006 - August 2011
Skills
Microsoft Office, ProSystem fx Tax, Millenium, ProSystem fx Engagement, Accounting, Financial Reporting
Education
Penn State University 2010 — 2014
Bachelor's Degree, Accounting
Immaculate Heart Academy 2006 — 2010
PlatinumCode February 2014 - Present
Wells Fargo Capital Finance March 2011 - November 2013
JBL Companies January 2008 - November 2010
Skills
Sales, Account Management, Customer Service, Team Building, Negotiation, Sales Process, Salesforce.com, Nursing Care, Healthcare, Contract Negotiation, Medical Devices
Education
Saint Paul College-A Community and Technical College 2006 — 2007
Certificate, Phlebotomy Technician/Phlebotomist
MN School of Business 2003 — 2006
Business/Accounting
Capital One March 2013 - Present
HSBC August 2004 - March 2013
Household International October 2000 - August 2003
Specialized Card Services May 1998 - October 2000
Wells Fargo Capital Finance December 1994 - May 1998
Skills
Process Improvement, Business Analysis, Management, Leadership, Customer Service, Banking, Risk Management, Vendor Management, Project Management, Financial Services, Telecommunications, Telephony, Video Conferencing, Avaya, Credit Cards, Team Building, Call Centers, Project Planning
Education
Oklahoma Wesleyan University 1987 — 1991
Bachelor of Science (BS), Applied Computers and Information Systems
Clover Capital Partners LLC 2015 - Present
Auto Driveaway Systems, LLC 2014 - Present
High Street Capital 2014 - Present
Merrick Ventures, LLC January 2014 - March 2014
Beverly Capital LLC September 2013 - December 2013
Element Bars, Inc. June 2013 - August 2013
Wells Fargo Capital Finance 2010 - 2012
Credigy 2009 - 2010
Macquarie Capital Partners 2007 - 2009
Skills
Valuation, Financial Services, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Finance, Analytics, Financial Modeling, Investment Banking, Investments
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Intended Majors: Entrepreneurship & Innovation, Finance, Marketing
University of Georgia - Terry College of Business 2003 — 2007
BBA, Banking and Finance, Spanish
Wells Fargo Capital Finance August 2014 - Present
CIT Group, Inc. March 2013 - May 2014
CIT Group, Inc. July 2010 - March 2013
Deloitte September 2004 - June 2010
Skills
Accounting, Internal Audit, General Ledger, Financial Reporting, Finance, US GAAP, Auditing, IT Audit
Education
Rider University 2000 — 2004
Bachelor of Science (BS), Accounting
Wells Fargo Capital Finance 2004 - Present
Transamerica 2002 - 2004
Barclays Business Credit 1988 - 2001
CIT 1980 - 1987
Skills
Commercial Lending, Financial Risk, Banking, Underwriting, Loans, Credit, Credit Analysis, Financial Reporting, Finance, Financial Analysis, Portfolio Management, Credit Risk, Risk Management, Commercial Banking, Financial Services
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Capital Finance March 2015 - Present
Gordon Brothers Group December 2012 - March 2015
State Street May 2011 - December 2012
State Street November 2009 - May 2011
Kelliher Samets Volk January 2009 - May 2009
Skills
Mutual Funds, Bloomberg, Fixed Income, Securities, Investments, Hedge Funds, Corporate Actions, Equities, Investment Management, Research, Asset Managment, Fund Accounting, Financial Analysis, Bonds, Portfolio Management
Education
Saint Michael's College 2005 — 2009
Bachelor of Science, Business/Marketing
PNC Business Credit September 2014 - Present
Banner Bank May 2013 - September 2014
Wells Fargo Capital Finance October 1997 - November 2012
Union Bank 1995 - 1997
Mellon Business Credit 1985 - 1995
Skills
Asset Based Lending, Credit Analysis, Commercial Lending, Loans, Credit, Portfolio Management, Banking, Finance, Mergers & Acquisitions, New Business Development, Underwriting, Turn-around Situations, Creative Problem Solving, Business Development, Risk Management, Commercial Banking, Cash Management, Structured Finance, Corporate Finance
Education
St. Joseph's University 1979 — 1983
Bachelor of Science (BS), Accounting and Finance
Urban Partnership Bank January 2015 - Present
Wells Fargo Capital Finance July 2015 - October 2015
Lafayette Urban Ministry June 2014 - August 2014
Skills
Microsoft Office, Matlab, Research, Microsoft Excel, Public Speaking, Event Planning, Microsoft Word, PowerPoint, Social Media, Customer Service, Social Media Marketing, Public Relations, Sales
Education
Purdue University 2010 — 2014
Bachelor of Applied Science (BASc), Finance and Financial Management Services
Wells Fargo Capital Finance March 2015 - Present
Wells Fargo Capital Finance July 2013 - March 2015
Bank of America January 2012 - July 2013
Bank of America December 2008 - December 2011
Skills
Portfolio Management, Finance, Credit, Loans, Credit Analysis, Commercial Lending, Mortgage Lending, Underwriting, Credit Risk, Risk Management, Financial Analysis, Financial Modeling, Relationship Management, Asset Based Lending, Banking, Consumer Lending
Education
Wells Fargo Financial Analyst Program 2013 — 2016
University of California, Irvine 2005 — 2008
Bachelor of Arts (B.A.), Political Science
Mt. San Antonio College 2003 — 2005
Associate of Arts (A.A.), Transfer Studies
reinesgallery.com 2011 - 2014
Wells Fargo Capital Finance 2010 - 2011
TeleCheck 1998 - 2010
ESPN 1996 - 1998
Skills
Customer Service, Outlook, Microsoft Excel, Sales, Microsoft Word, Strategic Planning, PowerPoint, Sales Management, Account Management, Microsoft Office
Education
Queens College
Bachelor of Arts (B.A.), Psychology
Wells Fargo Capital Finance February 2014 - Present
Luminous Capital, a division of First Republic Investment Management July 2013 - January 2014
PricewaterhouseCoopers September 2010 - July 2013
Skills
Financial Analysis, Financial Reporting, CPA, Microsoft Office, Variance Analysis, Smartview, SEC Financial Reporting, Regulatory Reporting, Sarbanes-Oxley Act
Education
USC Marshall School of Business 2006 — 2010
BS, Finance, Accounting
Punahou School 1993 — 2006
Lynn Yee Makeup LLC January 2014 - Present
Parfums Christian Dior May 2014 - May 2015
Wells Fargo Capital Finance October 2012 - December 2013
Freelance Makeup Artist April 2003 - December 2013
Ernst & Young October 2011 - October 2012
Ernst & Young October 2009 - September 2011
Expressions Photography June 2005 - December 2008
Skills
Assurance, Finance, Auditing, Financial Reporting, US GAAP, GAAP, Internal Controls, SEC filings, Accounting, Sarbanes-Oxley Act, External Audit, Financial Accounting, CPA, Financial Analysis, Financial Statements, SEC Filings, Financial Modeling, Marketing
Education
University of Southern California 2008 — 2009
Master of Accountancy (MAcc), Accounting
University of Southern California 2005 — 2009
Bachelor of Science (BS), Accounting
Punahou School 1992 — 2005
Jacobs Engineering February 2010 - Present
Faithful+Gould October 2006 - February 2010
Wells Fargo Capital Finance January 2006 - October 2006
Skills
Project Control, Cost Engineering, WBS, Earned Value Management, Primavera P6, Cost Management, MS Project, Risk Analysis, Project Estimation, Cost Control, EPC, Project Planning, Project Management, P3, Cost Reporting, Progress Monitoring, Procurement, Quantity Surveying, Value Engineering, Change Orders, Cost Planning, Construction Management, CPM Scheduling
Education
Purdue University 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Selling and Sales Mgmt
SunTrust September 2014 - Present
Wells Fargo August 2012 - September 2014
Wells Fargo Capital Finance February 2010 - August 2011
Verizon Wireless January 2007 - September 2010
Skills
Credit, Loans, Mortgage Lending, Banking, Consumer Lending, Credit Analysis, Loan Origination, Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Mortgage Banking, Portfolio Management, Refinance, Wealth Management, Cross Selling, Lines Of Credit
Education
New Jersey Institute of Technology
Wells Fargo Capital Finance August 2012 - Present
Skills
Finance, Business Analysis, Financial Analysis, Management, Banking, Sales, Microsoft Office, Process Improvement, Customer Service, SharePoint, Program Management
Education
Nova Southeastern University—Shepard Broad Law Center 2012 — 2014
University of the Punjab, Lahore 1998 — 2002
Bachelors of Arts, Psychology
Methodist University August 2010 - Present
Liberty Hardware April 1999 - May 2004
Wells Fargo Capital Finance June 1996 - April 1999
Skills
Student Affairs, Student Development, Higher Education, Resume Writing, Career Counseling, Career Development, Teaching, University Teaching, Public Speaking, Program Development, Curriculum Design, Community Outreach, Staff Development, Event Planning, Strong Interest..., Research, Leadership Development, Critical Thinking, Management, Program Management, Student Leadership, Cover Letters, Interviews, Training, Student Engagement, Admissions, Volunteer Management, Residence Life, Career Assessment, Job Coaching, Curriculum Development, Academic Advising, Adult Education, College Teaching, Fundraising, CampusVue, Coaching, Academic Administration, Job Search Strategies, Mock Interviews, Conflict Resolution, Retaining Customers, Student Conduct, Distance Learning, Student Recruiting, Job Search, Leadership, Alumni Relations, Enrollment Management, Higher Education...
Education
Webster University 2004 — 2006
Master of Arts (M.A.), Human Resources Development
North Carolina A&T State University 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Marykay April 2007 - Present
Wells Fargo Capital Finance May 2007 - April 2013
Skills
Beauty Industry, Public Speaking, Makeovers, Outlook, Data Entry, Cosmetics, Coaching, Retail, Microdermabrasion, Customer Service, Security, Motivational Speaking, Microsoft Word, Skin Care, Makeup Artistry, Fragrance, Event Planning, Gift Baskets, Beauty, Microsoft Office, PowerPoint, Glamour, Microsoft Excel, Bridal Showers
Education
Rasmussen College-Minnesota 2011 — 2014
Bachelor's Degree, Accounting and Finance, 3.5
Wells Fargo Capital Finance January 2015 - Present
Wells Fargo Capital Finance January 2014 - Present
Wells Fargo Capital Finance March 2010 - December 2013
Wells Fargo Capital Finance December 2008 - April 2010
West Coast Bank March 2006 - December 2008
Skills
Credit, Commercial Lending, Loans, Auditing, Cash Flow, Commercial Banking, Accounting, LBO, Business Expansion, Background, Mergers, Working Capital...
Education
Regis University 2011 — 2013
Master of Business Administration (M.B.A.), Accounting and Finance
Washington State University - College of Business and Economics 2006 — 2008
Finance
Utah Valley University 2001 — 2005
BS, Finance/Poly Sci
Wells Fargo Capital Finance March 2014 - Present
City of Richmond, Virginia September 2013 - December 2013
Department of the Navy 2008 - 2010
Skills
Human Resources, Coaching, Employee Relations, Invoicing, Performance Management, Customer Service, Public Speaking, Leadership, Team Building, Microsoft Office, Training, Social Networking, Management, Strategic Planning, Event Planning, Marketing, Microsoft Word, PowerPoint, Sales, Social Media
Education
Norfolk State University 2011 — 2013
Business Management, Finance, General
CJ Affiliate by Conversant February 2014 - Present
Wells Fargo Capital Finance July 2013 - February 2014
Wells Fargo November 2011 - July 2013
Bank of America February 2008 - April 2010
P.F. Chang's China Bistro January 2007 - February 2008
Skills
Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Risk Management, Sales, Access, Microsoft Word, Outlook, Leadership, Budgets, Business Analysis, Data Analysis, Analysis, Blogging, Credit, Finance, Banking, Strategic Planning, Marketing, Account Management, Accounting, People-oriented, Time Management, Sales Management, Social Media, Advertising, Research, Email Marketing, Social Networking, Facebook, Online Advertising, Teamwork, Affiliate Marketing, Product Marketing, Online Marketing
Education
Virginia Commonwealth University 2010 — 2012
Bachelor's degree, Strategic Advertising
Northern Virginia Community College 2003 — 2006
Associate of Science (A.S.), Marketing
Robert E Lee 1999 — 2003
Wells Fargo Capital Finance July 2010 - Present
Scotia Capital July 2009 - December 2009
Morgan Stanley July 2008 - December 2008
Wellington Management July 2007 - December 2007
Skills
Portfolio Management, Capital Markets, Valuation, Finance, Loans, Cash Flow Lending, Cross-border..., Financial Modeling, Mergers & Acquisitions, Private Equity, Leveraged Finance, Credit, Data Analysis, Derivatives, Banking, Hedge Funds, Corporate Finance
Education
Northeastern University 2005 — 2010
BS in Business Administration, Finance & Insurance/Management
Wells Fargo Capital Finance January 2014 - July 2014
Federal Reserve Bank of Boston January 2013 - June 2013
Boston Private Bank January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Stata, Photoshop, Financial Risk, AML, Research
Education
Northeastern University 2010 — 2014
Candidate for BS, Economics
The Miami Valley School
Cetera Financial Group April 2015 - Present
Wells Fargo Capital Finance March 2013 - March 2015
Flatiron Capital a Division of Wells Fargo Bank May 2009 - March 2013
Wells Fargo August 2008 - May 2009
Wells Fargo 2007 - 2008
Skills
Direct Marketing, Marketing, Strategy, CRM, Sales, New Business Development, Trade Shows, Marketing Strategy, Social Media Marketing, Marketing Communications, Market Research, Business Development, Leadership, Email Marketing, B2B, Strategic Planning
Education
University of Colorado at Denver 2010 — 2015
Master of Business Administration (MBA), Marketing
Northern Arizona University 2003 — 2006
Bachelor of Applied Science (BASc), Marketing
Freelance 2009 - Present
Wells Fargo Capital Finance March 2005 - June 2005
Sears Holdings Corporation September 2003 - December 2003
DirecTV Broadband June 2000 - February 2003
Dominion Printing and Design 1997 - 1999
Ore-Ida Heinz September 1996 - September 1997
Education
Portland Community College 1992 — 1994
Business
Whitworth University 1985 — 1986
Graphic Design
Comerica Bank January 2015 - Present
Community CDC January 2013 - January 2015
Wells Fargo Bank April 2011 - December 2012
Wells Fargo Bank February 2006 - March 2011
Wells Fargo Capital Finance June 2000 - February 2006
Skills
Loans, Small Business Lending, Portfolio Management, Finance, Commercial Lending, SBA, Credit, Banking, Commercial Banking, Commercial Mortgages, Credit Analysis, Loan Origination, Mortgage Lending, Refinance, Lines Of Credit, Asset Based Lending, Underwriting, Wealth Management, Investment Properties, Treasury Management
Education
Texas A&M University - Mays Business School 1996 — 2000
Bachelor of Science (BS), Finance, General
Alief Hastings
Alief Hastings
Prairie View A&M University
Master of Business Administration (MBA)
First Business November 2012 - Present
Sterling National Bank December 2011 - November 2012
Commercial Finance Specialists February 2010 - May 2012
Wells Fargo Capital Finance April 1998 - December 2009
Inland Capital Corporation March 1992 - April 1998
JPMorgan Chase October 1988 - March 1992
The CIT Group/Equipment Finance June 1987 - July 1988
The CIT Group/Equipment Finance November 1982 - June 1987
Skills
Factoring, Credit, Commercial Finance, Accounts Receivable, Small Business, Refinance, Asset Based Lending, Loans, Restructuring, Commercial Lending, Credit Analysis, Banking, Mergers & Acquisitions, Strategy, Small Business Lending, Finance, Commercial Banking, Lines Of Credit, Portfolio Management, Mortgage Lending, Funding, Cash Flow, Financial Analysis, Management, Cash Flow Lending, Structured Finance, Private Equity, Financial Structuring, Middle Market, Business Planning, SBA, Credit Risk, Start-ups, Due Diligence, Underwriting, Loan Origination, Cash Management, Treasury Management, Financial Risk, Financial Services, Executive Management, Leveraged Finance, Business Development, Risk Management, Financial Planning, Asset Management, New Business Development, Debt Restructuring, Relationship Management, Capital
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1984 — 1986
MBA, Managment and Finance
University of Wisconsin-Eau Claire 1974 — 1977
BA, Sociology/Anthropology
Wells Fargo Capital Finance April 2014 - Present
Wells Fargo Capital Finance May 2011 - March 2014
Wells Fargo September 2010 - May 2011
TD Bank May 2006 - September 2010
Skills
Relationship Management, International Relations, Banking, Loans, Finance, Financial Modeling, Analysis, Financial Analysis, Sales, Mortgage Lending, Customer Service, Sales Management, Business Development, Risk Management, Risk Analysis, International Business, Leadership, Relationship Building, Business Analysis
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2014
Masters of Business Administration, Marketing and Global Business
William Paterson University of New Jersey 2006 — 2010
Bachelors of Science, Business Administration: Finance, Economics
Mass Mutual Greater Washington January 2012 - Present
Wells Fargo Capital Finance March 2008 - December 2011
Skills
Securities, Insurance, Retirement Planning, Strategic Financial..., Investments
Education
Penn State University 2001 — 2006
BS, Hotel & Restaurant Management
Franklin American Mortgage Company May 2012 - Present
Wells Fargo Capital Finance January 2011 - February 2012
Bank of America June 2008 - January 2011
US Script January 2007 - June 2008
Evans Residential Lot and Land May 2004 - December 2006
Skills
Access, Mortgage Lending, Loan Origination
Education
Norfolk State University 2003 — 2005
Broadcast Journalism
Carondelet High School 1999 — 2003
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Plano TX November 2011 - Present
Wells Fargo Capital Finance 2001 - November 2011
FINOVA Capital Corporation 1997 - 2001
Transamerica Business Credit 1991 - 1997
First Capital Westinghouse 1989 - 1991
GE Capital 1974 - 1988
Skills
Asset Based Lending, Accounts Receivable, Auditing, Working Capital..., Commercial Lending, Corporate Finance, Loans, Restructuring, Credit, Cash Management, Portfolio Management, Financial Analysis, Credit Analysis, Small Business Lending, Mergers & Acquisitions, Financial Services, Commercial Banking, Finance, Financial Modeling, Private Equity, Cash Flow, Banking, Lines Of Credit, Credit Risk, Loan Origination, Financial Structuring, Structured Finance, Funding, Financial Risk, Capital Markets, Underwriting, Treasury Management, Valuation, Investments, Due Diligence, Strategic Financial..., Investment Banking, Mortgage Lending, Risk Management, Executive Management, Asset Management, Wealth Management, Securities, Equities, Retail Banking, Cross Selling, Financial Advisory, Relationship Management, Project Finance, Trade Finance
Education
Pace University
BBA, Accounting and Finance
Wells Fargo Capital Finance July 2011 - Present
Castle Pines Capital 2007 - July 2011
Emerald Consulting Partners 1996 - 2007
Ross Systems Inc. 1989 - 1992
Skills
Credit, Financial Analysis, Risk Management, Banking, Customer Support, Management, Business Analysis, Commercial Lending, Credit Analysis, Credit Risk, Finance, Financial Services, Loans, Portfolio Management, Sales Management, Relationship Management, Leadership, Process Improvement
Education
Rhode Island College 1983 — 1987
Bachelor’s Degree, Computer Science
Wells Fargo Capital Finance March 2013 - Present
Wells Fargo Enterprise Payment Operations January 2010 - March 2013
Wells Fargo Corporate Properties 2007 - December 2010
Independence Charter Middle School July 1998 - June 2006
Education
Oklahoma State University
Tarrant County College
Cornerstone Alzheimer’s and Dementia Assisted Living Center May 2015 - Present
Hot Topic March 2014 - June 2015
Telerx December 2013 - September 2014
Wells Fargo Capital Finance 2013 - 2014
Skills
Microsoft Office, Microsoft Word, Hazmat Operations, Handcuffing, Taser
Education
Northampton Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Criminology
Wells Fargo Capital Finance January 2013 - Present
Wells Fargo Capital Finance May 2010 - December 2012
Wells Fargo May 2009 - May 2010
Wells Fargo May 2007 - May 2009
Wells Fargo January 2007 - April 2007
Wells Fargo March 2006 - December 2006
Skills
Negotiation, New Business Development, Credit, Strategy, Deal Execution
Education
New York University 2007 — 2008
Accounting
Saint Louis University 2002 — 2006
Bachelor of Science (BS), Marketing, Finance
Saint Louis University - Madrid 2003 — 2003
Study Abroad Program
New York State Division of Criminal Justice Services September 2012 - Present
Wells Fargo Capital Finance August 2010 - September 2012
Motorola Solutions October 2008 - July 2010
LSI Corporation May 2008 - August 2008
Skills
QA, Manual Testing, QTP, Quality Center, IBM Rational Tools, Visio, JIRA, Bugzilla, Windows, SQL, Microsoft SQL Server, Oracle SQL, VBScript, Test Automation, Testing, Quality Assurance, System Testing, Functional Testing, Agile Methodologies, Mobile Devices, Software Testing Life..., Test Cases, Scrum, QC ALM, SDLC, HP Quality Center, HP QTP, Test Planning, User Acceptance Testing, Regression Testing, Test Strategy, Requirements Analysis, Defect Tracking
Education
Siva Sivani Institute of Management 2003 — 2005
PGDBA, Marketing with Systems
Osmania University 2000 — 2003
Bcom in Computer Applications, Commerce with Computer Applications, A
Wells Fargo Capital Finance June 2015 - August 2015
The Chicken and Rice Guys May 2013 - June 2015
Wells Fargo Capital Finance July 2014 - March 2015
Putnam Investments June 2013 - December 2013
Skills
Fundraising, Organizational..., Nonprofits, Team Leadership, Microsoft Excel, Microsoft Word, Budgets, Management, Finance, Salesforce.com
Education
Northeastern University 2011 — 2016
Bachelor's degree, Finance and Economics
SKEMA Business School 2015 — 2015
Haverford Senior High School 2007 — 2011
TriNet May 2015 - Present
Wells Fargo April 2014 - May 2015
Wells Fargo Capital Finance April 2011 - April 2014
Wells Fargo December 2009 - May 2011
Wells Fargo August 2008 - December 2009
Skills
Credit, Loans, Banking, Management, Credit Analysis, Sales, Commercial Lending, Portfolio Management, Finance, Financial Services, Microsoft Office, Team Building, Leadership, Strategy, Customer Service, New Business Development, Account Management, Sales Management, Business Development, Cold Calling, Training, Sales Process
Education
Northern Arizona University
Pinterest April 2015 - August 2015
Twitter August 2014 - April 2015
Twitter June 2013 - August 2014
Wells Fargo Capital Finance July 2012 - June 2013
UBS Wealth Management May 2011 - July 2011
Pepperdine University - Pepperdine Ambassadors Council August 2010 - May 2011
OG Packing and Grower Direct Marketing April 2010 - June 2010
Skills
SQL, Data Analysis, Social Media Marketing, Microsoft Excel, Team Leadership, Tableau, Account Management, Social Media, Marketing Strategy, Analytics, Facebook, Microsoft Office, Sales, Public Speaking, Social Networking, Teamwork, Microsoft Word, Leadership, Dreamweaver, Mac OS X, Customer Service, Fundraising, Nonprofits, Event Planning, PowerPoint, Word, Excel, Research, Blogging, Non-profits, Marketing, Market Research, Strategy
Education
Pepperdine University
Bachelors of Science
Wells Fargo Capital Finance January 2015 - Present
Goldman Sachs January 2014 - July 2014
Gelfand, Rennert & Feldman, LLP July 2013 - December 2013
Trump National Golf Club May 2009 - September 2011
Education
Northeastern University
Degree in International Business, Major: Finance and Accounting, Minor: International Affairs
Wells Fargo Capital Finance July 2012 - Present
THL Credit, Inc. January 2011 - June 2011
Morgan Stanley Smith Barney September 2010 - December 2010
Skills
LBO, Alternative Investments, Portfolio Management, Bloomberg, Financial Analysis, Investments, Finance, Fixed Income, Business Analysis, Series 7, Microsoft Excel, CRM, Capital Markets, Financial Modeling, Corporate Finance, Strategic Financial..., Banking, Equities, Credit Analysis, Loans, Underwriting
Education
Northeastern University 2008 — 2012
B.S., Finance
Worcester Academy
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo Capital Finance January 2014 - June 2014
UBS January 2013 - July 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Social Media, Research, Customer Service, Public Speaking, Event Planning, Facebook, Outlook, Teamwork, Editing, Social Networking, Time Management, Community Outreach, Public Relations, Data Analysis
Education
Northeastern University 2011 — 2015
Bachelor’s Degree, Business Administration
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo Capital Finance June 2014 - March 2015
Boston Capital May 2013 - December 2013
PanAgora Asset Management July 2012 - December 2012
Wells Fargo Advisors September 2011 - June 2012
Cape Cod Healthcare May 2011 - August 2011
Education
Northeastern University 2010 — 2015
BS, Finance
Genesis Rehab Services August 2015 - Present
RehabCare July 2015 - Present
Orthopedics Associates of Stamford March 2015 - May 2015
RehabCare January 2015 - March 2015
Wells Fargo Capital Finance August 2013 - January 2015
Bridgeport Hospital September 2014 - December 2014
Skills
Banking, Microsoft Office, Customer Service, Microsoft Excel, Time Management, Public Speaking, Management
Education
Norwalk Community College 2012 — 2015
Associate's degree, Physical Therapist Assistant, 3.27 GPA
Farmers Insurance February 2015 - July 2015
Wells Fargo Capital Finance April 2007 - November 2014
Wells Fargo Capital Finance January 2001 - April 2007
Wells Fargo Capital Finance October 1997 - January 2001
Indymac Bank 1996 - 1997
GN Mortgage September 1992 - 1996
Skills
IT Strategy, Management, Leadership, SDLC, Software Development, Agile Methodologies, Software Project..., Integration, Microsoft SQL Server, Project Management, Application Architecture, Business Analysis, Quality Assurance, Technology Management, Scrum, Database Administration, IT Compliance, IT Operations, System Architecture, Data Governance, Team Building, Vendor Management, Process Improvement, IT Outsourcing, Requirements Analysis, Data Warehouse..., PMO, Data Modeling, Enterprise Architecture, Business Intelligence, Finance, Banking, Mergers & Acquisitions, SQL, Disaster Recovery, SOA, Web Services, Microsoft Project, ETL, Oracle Database, JIRA, .NET, IT Audit
Education
Odessa National 'I.I. Mecnikov' University 1985 — 1990
BS, Applied Mathematics
Wells Fargo Capital Finance November 2006 - Present
Castle Pines Capital November 2006 - July 2011
Emerald Consulting Partners July 1997 - November 2006
Celerity Solutions January 1997 - July 1997
CSTI March 1994 - January 1997
Ross Systems May 1990 - March 1994
Education
Rhode Island College 1986 — 1990
Bachelor of Arts (B.A.), Computer Science
M Financial Group June 2012 - April 2013
Wells Fargo Capital Finance November 2009 - November 2011
El Gaucho Portland October 2004 - July 2009
Skills
Loans, Credit, Commercial Lending, Commercial Banking, Credit Analysis, Relationship Management, Sales Process, Accurate Data Entry, Customer Service, New Business Development, Finance
Education
Portland State University
BS, Economics
University of Oregon
Bachelor of Science (B.S.), Economics
CBS Corporation October 2014 - Present
BB&T March 2014 - September 2014
CA Technologies December 2013 - March 2014
Intralinks August 2013 - December 2013
Active Health Management December 2012 - April 2013
Wells Fargo Capital Finance August 2011 - December 2012
Broadridge May 2011 - August 2011
CA Technologies July 2010 - March 2011
Guidewire Software (P&C Insurance) December 2007 - July 2010
Self Employed June 2007 - December 2007
Skills
Requirements Analysis, SDLC, Budgeting, Testing, Deliverables, Analysis, Customer Relations, Planning, Documentation, Business Analysis, Integration, Program Management, Microsoft Office, Databases, Business Requirements, Banking, Problem Solving, Deployment, Administration, Insurance, Call Center, Process Improvement, Compliance, Quality Assurance, Business Process, Risk, Cost, Application Development, Software Documentation, Project Management, MS Project, IT Management, Data Warehousing, Oracle, User Acceptance Testing, Microsoft SQL Server, Cloud Computing, Risk Management, Software Development
Education
Pace University 1976 — 1979
BBA, Accounting / Information Systems
3M February 2015 - Present
3M September 2009 - February 2015
J C Christenson and Associates May 2009 - September 2009
Target 2009 - 2009
Wells Fargo Capital Finance 2005 - 2008
Skills
Marketing, Microsoft Excel, Management, PowerPoint, Kaizen, Data Entry, Powered industrial..., Extruder operator
Education
Northern State University 2005 — 2009
Bachelor of Science (BS), Marketing/Marketing Management, General
The JBG Companies July 2015 - Present
Van Metre Companies July 2013 - Present
Bainbridge August 2011 - July 2013
Wells Fargo Capital Finance January 2011 - July 2011
RCM Solutions 2010 - 2011
Skills
Negotiation, Customer Relations, Customer Service, Microsoft Office, Budgeting, A+ Certified, Budgets, MRI Software, OneSite, Windows 7, Windows XP Pro, Yardi, Property Management, Fair Housing, Sales, Real Estate, Sales Management, Contract Negotiation, Marketing, Apartments, Management
Education
Northern Virginia Community College 2007 — 2012
A+ Certificate, Comptia
CPA Institute 2002 — 2004
Certificate, Comptia A+
Protiviti March 2014 - Present
Wells Fargo Capital Finance February 2012 - March 2014
VIM Inc. August 2009 - August 2012
GGE, Inc. June 2010 - December 2010
Bank of America August 2006 - November 2010
Academic Advantage Tutoring 2006 - 2008
Skills
Financial modeling, Data analysis, Business strategy, Mergers & Acquisitions, Stata, Sql, Financial Modeling, Data Analysis, Business Strategy, Financial Analysis, Analysis, Management, Leadership, Strategy, Finance, Business Analysis, Process Improvement, Business Planning, Corporate Finance, Microsoft CRM, SQL, Microsoft Excel, Valuation, Marketing Strategy, Entrepreneurship, Capital IQ
Education
Santa Monica College 2013 — 2014
Accounting, 4.0
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2011
MBA, finance
Pepperdine University 2009 — 2010
BS, Business & Management
University of California, Los Angeles
Pre-Med/Neuroscience
Wells Fargo Bank May 2013 - Present
Wells Fargo Capital Finance January 2009 - May 2013
Wells Fargo September 2008 - January 2009
Wells Fargo October 2006 - September 2008
Skills
Loans, Credit Analysis, Credit, Commercial Lending, Commercial Banking, Treasury Management, Underwriting, Banking, Financial Modeling, Financial Analysis, Portfolio Management, Asset Based Lending, Cash Management, Lines Of Credit, Relationship Management, Finance
Education
Regis University 2003 — 2005
Masters of Business Administration, Finance & Accounting
University of Northern Colorado 1998 — 2002
Liberal Arts, Public Relations
Auction.com 2012 - Present
Wells Fargo Capital Finance 2010 - 2012
Softnet Ventures March 2007 - September 2010
Noble Solutions September 2005 - December 2006
Skills
Business Intelligence, Data Modeling, Data Warehousing, SDLC, Microsoft SQL Server, SSRS, SSIS, SQL, PL/SQL, Analysis Services, Business Analysis, SSAS, Databases, ETL, Agile Methodologies, C#, VB.NET, ASP.NET MVC, JavaScript, Web Development, Github, Tableau
Education
Osmania University
Bachelors, Information Technology
National University
Masters of Science, Computer
Southern States University
Master in Business Admistration, Project Managment
USPTO October 2013 - Present
Sabre Airline Solutions January 2012 - September 2013
Wells Fargo Capital Finance February 2011 - December 2011
Walmart.com April 2008 - December 2010
Cisco Systems January 2006 - February 2008
Elsevier MDL August 2004 - December 2005
Applied Biosystems January 2001 - June 2004
AVST formerly Sound Advantage LLC March 2000 - January 2001
British Airways June 1998 - January 2000
Mindteck, India & UK formerly Mindware 1996 - 1998
Skills
SOA, Agile Methodologies, Java Enterprise Edition, Web Services, Java, Enterprise Architecture, Software Project..., SDLC, Software Development, C++, Unix, Architecture, Solution Architecture
Education
Santa Clara University 2002 — 2005
MS, Software Engineering
Osmania University 1992 — 1996
BS, computer science
Wells Fargo Capital Finance February 2015 - Present
Toyota Motor Sales August 2011 - December 2014
The Walt Disney Studios March 2003 - August 2011
Dell Professional Services July 2000 - May 2001
Accenture October 1998 - July 2000
Skills
Vendor Management, SDLC, Program Management, Project Management, Business Analysis, Agile Project Management, PMO, IT Strategy, Software Development, Enterprise Architecture, Integration, CRM, E-commerce, IT Management, Digital Marketing, Scrum, Product Management, Agile Methodologies, Leadership, Project Portfolio..., Management, Databases, IT Outsourcing, Interactive Marketing, Product Development, Information Technology, Digital Media, Project Planning, Software Project..., User Acceptance Testing, Team Leadership, Mobile Devices, Content Management, Business Process..., Atlassian JIRA, Mobile Applications, Outsourcing, Media Technology, Collaboration Solutions, Automotive, Software Quality..., Process Improvement, Budgets, Business Process, Interactive Programming, SharePoint, Application Development, IT Governance, Governance, Enterprise Software
Education
Queens College
BA, Computer Science
Trident University International
MBA, Information Technology Management
Wells Fargo Capital Finance June 2015 - Present
Wells Fargo Capital Finance March 2013 - Present
Wells Fargo Capital Finance March 2012 - March 2013
Wells Fargo Capital Finance March 2011 - March 2012
Wells Fargo Capital Finance November 2007 - April 2011
Shopzilla Inc. October 2006 - November 2007
Yahoo! Inc. May 2005 - August 2005
Yahoo! Inc. May 2004 - August 2004
Skills
Budgets, Leadership, Mobile Devices, SDLC, Management, Banking, Finance, Telecommunications, Business Analysis, Microsoft SQL Server, Business Intelligence, SQL
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance
San Diego State University-California State University 2002 — 2006
Bachelors, Information & Decision Making Systems
Wells Fargo Capital Finance January 2009 - Present
Wells Fargo 1998 - April 2010
Wells Fargo Foothill November 1998 - June 2008
Skills
Credit
Education
Providence College 1991 — 1995
Mt. Ararat High School 1988 — 1991
diploma, n/a
Wells Fargo October 2012 - Present
Wells Fargo Capital Finance March 2008 - October 2012
Wells Fargo 2007 - 2008
Wells Fargo Institutional Brokerage and Sales 2004 - 2007
Ducharme, McMillen & Associates 2003 - 2004
Fidelity Investments 2001 - 2003
Skills
Financial Analysis, Banking, Capital Markets, Portfolio Management, Securities, Fixed Income, Credit, Loans, Risk Management, Cross-Sell, Treasury Management, Asset Based Lending, Relationship Management, Commercial Lending, Mutual Funds, Commercial Banking, Bonds, Cash Management, Financial Services, Credit Risk, Credit Analysis, Business Development, Loan Origination, Middle Market, Cross Selling, Financial Modeling, Small Business Lending
Education
Providence College 1997 — 2001
Bachelor's degree, Management/Finance
Boston College High School 1994 — 1997
Cablevision February 2012 - Present
Citi September 2010 - February 2012
JPMorgan Chase August 2008 - February 2010
People's United Bank February 2007 - April 2008
Wells Fargo Capital Finance January 2006 - February 2007
IBM September 2004 - October 2005
Sprint Nextel 2001 - 2004
Digex March 2000 - December 2000
Skills
Integration, SDLC, Requirements Analysis, Disaster Recovery, Business Analysis, Enterprise Architecture, Data Center, Unix, SQL, ITIL, Vendor Management, Telecommunications, Data Warehousing, Databases
Education
Rockhurst University 2003 — 2005
Master of Business Administration (MBA)
Wells Fargo Capital Finance June 2014 - Present
Wells Fargo February 2013 - June 2014
BBVA Compass September 2011 - February 2013
CoBank, ACB February 2011 - September 2011
CoBank, ACB February 2008 - February 2011
CoBank, ACB February 2007 - February 2008
Wells Fargo 2005 - 2007
Skills
Financial Statement..., Real Estate, Agribusiness, Participation, Credit, Loans, Commercial Lending, Credit Analysis, Commercial Banking, Underwriting, Financial Analysis, Banking, Leadership, Credit Risk, Portfolio Management
Education
Regis University 2009 — 2010
MBA, Finance & Accounting
University of Denver - Daniels College of Business 2001 — 2005
BSBA, Real Estate & Marketing
Universtiy of Colorado at Denver
Universtiy of Colorado at Denver
JPMorgan Chase November 2013 - Present
JPMorgan Chase September 2011 - November 2013
Wells Fargo Capital Finance April 2010 - September 2011
GMAC Commercial Finance May 2009 - April 2010
Landsbanki Commercial Finance July 2007 - November 2008
HSBC Business Credit (USA) Inc. April 2000 - July 2007
Education
City University of New York - Baruch College, Zicklin School of Business 2004 — 2006
MBA, Finance & Investment
Penn State University 1996 — 2000
BA, Economics & History
Wells Fargo Capital Finance March 2012 - Present
Wells Fargo Bank March 2010 - March 2012
Skills
Financial Analysis, Banking, Credit Analysis, Credit, Loans, Portfolio Management, Commercial Lending, Finance, Financial Modeling, Treasury
Education
Northeastern University
Wells Fargo Capital Finance February 2015 - Present
LPL Financial May 2014 - January 2015
SCOR August 2011 - May 2014
Transamerica Reinsurance April 2005 - August 2011
Signature Consultants October 2002 - April 2005
Arthur Andersen Business Consulting February 2001 - January 2002
Ajilon October 2000 - February 2001
Nemeth Martin Consulting April 2000 - October 2000
Infosystems Technology Consulting October 1998 - April 2000
Keane Consulting January 1998 - October 1998
Skills
Oracle, SQL Navigator, Visio, Microsoft Office, SQL Server Management..., Business Objects Data..., ETL, Business Intelligence, SDLC, Agile & Waterfall..., Requirements Analysis, Functional Requirements, System Requirements, Process Improvement, Risk Management, Software Testing Life..., QA Testing, UAT Testing, Requirements Gathering, Banking, Insurance, Finance, Retail, Master Data Management, Business Process..., Data Analysis, Data Modeling, Data Governance, Data Mining, Data Migration, Data Warehousing, Data Structures, Mergers & Acquisitions, Business Analysis
Education
State University of New York College at Oswego 2004 — 2007
B.S., Business Administration, Economics, Finance, 3.9
Onondaga Community College 1995 — 1997
Associate's Degree, Business Administration, Computer Science, 3.7
Savanna High School 1982 — 1986
High School, Mathematics, 3.9
EigenRisk September 2014 - Present
The Receivables Exchange November 2012 - November 2013
TD Bank August 2011 - October 2012
Wells Fargo Capital Finance April 2010 - July 2011
General Electric - Capital Solutions July 2005 - March 2009
Xerox Capital Services July 2002 - June 2005
GE Commercial Finance January 2001 - June 2002
GE Commercial Finance January 1998 - December 2000
GE Commercial Financial Services January 1996 - December 1997
GE Commercial Finance January 1996 - December 1997
Skills
Credit Risk, Asset Based Lending, Financial Risk, Portfolio Management, Credit Analysis, Credit, Risk Management, Structured Finance, Commercial Lending, Loans, Underwriting, Commercial Banking, Banking, Operational Risk, Corporate Finance, Enterprise Risk..., Financial Analysis, Private Equity, Executive Management, Strategy, Leadership, Due Diligence, Business Development, Capital Markets, Finance, Mergers & Acquisitions
Education
Providence College 1973 — 1977
BS Accounting
Fairfield Prep 1969 — 1973
Diploma
Wells Fargo Capital Finance 2013 - Present
Wells Fargo Capital Finance July 2011 - June 2013
Wachovia Capital Finance March 2007 - July 2011
Wachovia Capital Finance September 2002 - March 2007
Wachovia Bank, NA August 2001 - September 2002
SouthTrust Bank March 1994 - August 2001
Skills
Customer Service, Banking, Management, Microsoft Office, Leadership, Risk Management, Sales, Financial Analysis, Credit, Business Analysis
Education
Morris Brown College 1992 — 1997
Bachelor's Degree, Architecture, Cum Laude Graduate
Wells Fargo Capital Finance March 2011 - Present
Wells Fargo Capital Finance May 2010 - March 2011
Wachovia Capital Finance October 2008 - May 2010
Wachovia Capital Finance November 2007 - October 2008
Wachovia Capital Finance October 2006 - November 2007
Wachovia Capital Finance June 2005 - October 2006
Levin Management August 2004 - June 2005
Skills
Credit, Loans, Portfolio Management, Credit Analysis, Commercial Lending, Finance
Education
Pace University 2007 — 2009
MBA, Finance
University of Delaware 2000 — 2004
BS, Finance
HSBC November 2013 - Present
IDB Bank June 2011 - November 2013
IDB Bank November 2008 - June 2011
Wells Fargo Capital Finance November 2007 - November 2008
Eurostar Diamond Traders August 2004 - November 2007
Skills
Asset Based Lending, Loans, Credit, Credit Analysis, Underwriting, Financial Analysis, Loan Documents, Portfolio Management, Due Diligence, Financial Structuring, Risk Management, Finance, Mergers & Acquisitions, Commercial Lending, Restructuring, Banking, Cash Flow, Credit Risk, Commercial Banking, Capital Markets, Middle Market, Cash Flow Lending, Funding, Small Business Lending, Structured Finance, Business Development, Loan Origination, Relationship Management, Trade Finance, Corporate Finance, Lines Of Credit, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Pace University 2003 — 2007
BBA, Finance and Economics
The Art Institute of New York City 2001 — 2002
Culinary Arts/Chef Training
Kurtzman Carson Consultants LLC June 2013 - Present
Wells Fargo Capital Finance February 2009 - May 2013
Skills
Investment Banking, Due Diligence, Mergers & Acquisitions, Private Equity, Restructuring, Capital Markets, Valuation, Mergers, Credit, Financial Modeling, Asset Based Lending, Corporate Finance, Chapter 11, Bankruptcy, Leveraged Finance, Loans
Education
Quinnipiac University School of Law 1984 — 1987
Juris Doctor
New York University
Bachelor of Arts (B.A.)
First National Denver February 2014 - Present
First National Denver (fka Mile High Banks) February 2014 - Present
Wells Fargo Capital Finance April 1994 - August 2013
Wells Fargo Business Credit 1994 - 1997
Chrismer Financial Group 1992 - 1994
First Interstate Bank of Denver 1984 - 1992
Skills
Analytical, People-oriented, People Development, Building Relationships, Out Of the Box, Creative Problem Solving, Business Strategy, Commercial Banking, Asset Based Lending, Credit, Leadership, Commercial Lending, Loans, Mergers & Acquisitions, Factoring, Cash Flow Lending
Education
Regis University
Bachelor of Business Administration (B.B.A.), Magna Cum Laude
Wells Fargo Capital Finance May 2011 - Present
Wells Fargo Capital Finance July 2007 - May 2011
Wells Fargo Capital Finance December 2000 - July 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Credit Analysis, Financial Analysis, Collateral, Compliance, Banking, Asset Based Lending, Credit, Management, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Bachelor's degree, Business Administration and Management, General, GPA 3.0
Wells Fargo Commercial Real Estate Group December 2014 - Present
Wells Fargo Credit Management Training Program July 2014 - November 2014
Wells Fargo Capital Finance August 2012 - July 2014
Wells Fargo Capital Finance August 2011 - July 2012
Skills
Accounting, Commercial Real Estate, Asset Based Lending, Underwriting, Finance, Credit Analysis, Portfolio Management, Equities, Investment Management, Investment Advisory, Asset Allocation, Fixed Income Analysis, Financial Modeling
Education
University of Puget Sound 2004 — 2008
Bachelors, Business & Biology
Punahou School
Wells Fargo Capital Finance October 2007 - Present
Wells Fargo Foothill August 2004 - October 2007
Wells Fargo Foothill November 2001 - August 2004
Guarantee Fund Management Services October 2000 - November 2001
Vedior North America dba AccountPros 1993 - 2000
Skills
SDLC, SharePoint, Visio, Software Documentation, Requirements Gathering, Business Analysis, Disaster Recovery, Project Management, Risk Management, MS Project, Agile Methodologies, Technical Writing, Financial Services
Education
Newbury College
Associates, Paralegal Studies
Northeastern University
BS, Technical Communications
Wells Fargo Capital Finance 2000 - 2014
NationsBank 1990 - 2000
Continental Illinois National Bank and Trust 1984 - 1989
Royal Thai Naval Academy 1979 - 1981
Telcom Communications 1977 - 1978
Skills
Banking, Portfolio Management, Credit Analysis, Credit, Financial Analysis, Loans, Corporate Finance, Asset Based Lending, Commercial Lending, Mergers & Acquisitions
Education
Tulane University - A.B. Freeman School of Business 1982 — 1984
Master of Business Administration (M.B.A.), International Finance
Ohio Wesleyan University 1972 — 1976
Bachelor's Degree, History and French
Wells Fargo Capital Finance September 2000 - Present
Skills
Credit, Credit Analysis, Factoring, Financial Modeling, Corporate Finance, Commercial Finance, Commercial Lending, Loans, Asset Based Lending, Middle Market, Financial Analysis, Banking, Portfolio Management, Underwriting, Commercial Banking
Education
Rutgers Graduate School of Management
Wells Fargo Capital Finance 2014 - Present
Chicago HOPE 2006 - Present
Wells Fargo Capital Finance 2012 - 2014
Wells Fargo Capital Finance June 2011 - June 2012
Wells Fargo Bank December 2010 - June 2011
Wells Fargo July 2008 - December 2010
Skills
Portfolio Management, Financial Modeling, Credit, Finance, Underwriting, Mergers & Acquisitions, Financial Analysis, Credit Analysis, Banking, Leveraged Finance, Capital Markets, Valuation, LBO, Commercial Lending, Sandwiches, Management, Leadership, Corporate Finance
Education
Northwestern University 2004 — 2008
BA, Economics and Psychology
University of Chicago 2009 — 2010
Accounting
Totino Grace
MUFG Union Bank February 2014 - Present
MUFG Bank of Tokyo-Mitsubishi UFJ July 2011 - February 2014
Morrison & Foerster LLP May 2010 - July 2011
Wells Fargo Capital Finance February 2006 - April 2010
California National Bank July 2003 - February 2006
The California Endowment August 1998 - May 2003
Baeder/Murphy & Associates - Executive Search November 1996 - August 1998
Skills
Strategic Human..., Executive Search, Talent Acquisition, Applicant Tracking..., Recruiting, Mergers, Change Management, Employee Relations, Employment Law, Talent Management, Onboarding, Performance Management, Training, Leadership Development, Team Building, Payroll, Employee Benefits, International Relations, Vendor Management, Strategic Planning, Finance, Financial Analysis, Financial Reporting, Asset Managment, Technology Management, Information Technology..., Project Management, PeopleSoft, Oracle HR, Diversity & Inclusion, Community Outreach, Corporate Finance, Commercial Banking, Asset Based Lending, Retail Banking, Law Firm Administration, Non-profits, Executive Development, Executive Pay, Executive Coaching, Career Development, Strategic Leadership, StrengthsFinder, Employee Engagement, Total Rewards, Employee Recognition, Internal Communications, Corporate Branding, Organizational..., HRIS
Education
Purdue University 1992 — 1995
Bachelor of Arts (B.A.), Communication
Wells Fargo Capital Finance 2011 - Present
Macmillan Publishing May 2009 - May 2010
ING Clarion April 2008 - December 2008
Bearing Point, Inc. / Formerly KPMG Consulting March 2006 - April 2008
Centerline Capital Group November 2004 - March 2006
Cap Gemini Ernst & Young, LLC December 1995 - January 2004
United Staffing / Formerly Madamoiselle Personnel June 1994 - July 1995
Skills
Financial Modeling, Treasury, Treasury Management, Cash Management, Cash Flow Forecasting, Cash, Treasury Services, Investments, Banking Relationships, Funding, Forecasting, Hyperion Enterprise, Financial Reporting, Financial Analysis, ACH
Education
New York Institute of Technology 1990 — 1992
Bachelor of Fine Arts, Communication Arts
Wells Fargo Capital Finance June 2015 - Present
Wells Fargo Capital Finance June 2014 - June 2015
Wells Fargo Capital Finance February 2012 - June 2014
Wells Fargo Capital Finance June 2009 - February 2012
Wachovia, A Wells Fargo Company July 2008 - June 2009
Wachovia, A Wells Fargo Company July 2006 - July 2008
Skills
Finance, Financial Analysis, Banking, Loans, Financial Modeling, Risk Management, Strategic Financial..., Accounting, Underwriting, Business Analysis, Microsoft Excel, Vendor Management, Forecasting, Relationship Management, Microsoft Office, Financial Reporting, Customer Service, Account Management, Analysis, Process Improvement, Sales, Management, Corporate Finance, Salesforce.com
Education
Saint Bonaventure University 2002 — 2006
Bachelor of Business Administration
Wells Fargo Capital Finance August 2010 - Present
Keith Contole October 2006 - August 2010
Siemens Financial Services September 2001 - September 2006
PPM America September 1999 - September 2001
Transamerica Business Credit August 1996 - September 1999
Skills
Asset Based Lending, Underwriting, Loans, Risk Management, Credit Analysis, Portfolio Management, Credit, Credit Risk, Commercial Lending, Commercial Banking, Corporate Finance, Structured Finance, Leveraged Finance, Relationship Management, Working Capital..., Loan Origination, Capital Markets, Financial Risk, Microsoft Office, Due Diligence, Banking
Education
Purdue University - Krannert School of Management 1992 — 1996
BS, Accounting & Finance
Wells Fargo Capital Finance December 2013 - Present
Wells Fargo Capital Finance February 2008 - November 2013
CapitalSource October 2005 - January 2008
Legacy Partners Group January 2005 - October 2005
Legg Mason Wood Walker January 2004 - December 2004
Skills
Financial Modeling, Banking, Portfolio Management, Loans, Accounting, Credit Analysis, Investments, Credit, Mergers & Acquisitions, Commercial Lending, Investment Banking, Finance, Corporate Finance, Commercial Banking, Leveraged Finance
Education
Penn State University 1999 — 2003
Bachelor of Science in Business Administration, Finance and International Business Major, International Studies Minor
Mount Lebanon Senior High School 1996 — 1999
Carolinas HealthCare System August 2015 - Present
Carolinas HealthCare System May 2015 - August 2015
Wells Fargo Capital Finance February 2013 - April 2015
Wells Fargo June 2011 - February 2013
Wells Fargo June 2010 - June 2011
Bridge Terminal Transport - Maersk 2006 - 2009
GE Capital 1998 - 2006
Skills
Customer Service, Financial Analysis, Banking, Portfolio Management, Asset Based Lending, Trend Analysis, Analysis, Account Reconciliation, Document Review, Microsoft Office, Research, Time Management, Problem Solving, Training
Education
Sacred Heart University 2003 — 2006
Bachelor's, Business Management
Quality Improvement May 2014 - Present
TheResource Group-Kansas City October 2012 - Present
Truman Medical Centers March 2010 - February 2011
Wyandotte County Panthers 2007 - 2010
Wyandotte County Panthers 2007 - 2010
Wells Fargo Capital Finance June 2008 - October 2009
Procter & Gamble May 2006 - April 2007
Skills
Management, Training, Strategic Planning, Marketing, Interviews, Analysis, Proposal Writing, Time Management, Sales, New Business Development, Organizational..., Leadership Development, The Joint Commission, OSHA Certified, Medical Case Management, Telemetry, Occupational Health..., Clinical Research, Radiology, Budgets, Coaching, Customer Service, Employee Training, Event Planning, Leadership, Networking, Nonprofits, Program Development, Program Management, Project Planning, Public Speaking, Recruiting, Research, Team Building
Education
Rockhurst University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Non-Profit/Public/Organizational Management
Rockhurst College
Bachelor of Business Administration (BBA), Organizational Leadership
Wells Fargo Capital Finance October 2006 - Present
Navigant Capital Advisors March 2005 - October 2006
LECG July 2003 - February 2005
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Valuation, Banking, Credit, Capital Markets, Loans, Corporate Finance, Commercial Banking, Underwriting, Commercial Lending, Due Diligence
Education
Occidental College 1999 — 2003
BA, Economics
Bank of America May 2014 - Present
Wells Fargo Capital Finance July 2012 - May 2014
Wells Fargo Foothill 2009 - 2012
Wells Fargo Capital Finance 2005 - 2009
Skills
Series 63, Financial Analysis, Strategic Planning, Credit Analysis, Credit, Banking, Portfolio Management, Finance, Financial Modeling, Loans, Asset Management, Commercial Lending, Corporate Finance, Financial Risk, Commercial Banking, Credit Risk
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
Bachelor of Science (BSM), Business, Management, Marketing, and Related Support Services, 3.6 GPA
Auctus Group, Inc July 2015 - Present
MSC October 2010 - July 2015
Houlihan Smith & Company, Inc. March 2008 - October 2010
Merrill Lynch 2006 - 2007
Wells Fargo Capital Finance 2004 - 2007
Goldman Sachs September 2003 - May 2004
Skills
Valuation, Investment Banking, Corporate Finance, Financial Modeling, DCF, LBO, Debt Restructuring, M&A experience, Capital Markets, Business Valuation, Private Equity, Banking, Due Diligence, Finance, Equity Valuation, Mergers, Venture Capital, Equities, Mergers & Acquisitions, Private Placements, Capital, Investor Relations, Hedge Funds, Restructuring, Deal Sourcing, Corporate Development, Financial Structuring, Capital Structure, Financial Analysis, Alternative Investments, Leveraged Finance, Portfolio Management, Structured Finance, Securities, Project Finance, Capital Raising, Deal Execution, Equity Research, Growth Capital, Asset Management, Investments, Crowdfunding, Crowdsourcing, Analysis, Financial Advisory, Start-ups, Strategic Planning, Management, Business Strategy
Education
Rutgers University-New Brunswick 2007 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (BS)
Wells Fargo Capital Finance September 2011 - Present
Wells Fargo Capital Finance, Plano, TX February 2008 - September 2011
CIT May 2005 - February 2008
SEMI January 2001 - May 2003
The Keith Companies, now Stantec February 1988 - November 2000
Skills
Banking, Asset Based Lending, Compliance, Analysis, Customer Relations, Customer Service, Accounts Receivable, Loans, Accounting, Operations Management, Credit Analysis, Management, Financial Analysis, Credit Risk, Portfolio Management, Credit, Finance
Education
UCI 1978 — 1979
Finance and Accounting
Orange Coast College 1974 — 1975
Some College, finance and accounting
Wells Fargo Capital Finance March 2015 - Present
Wells Fargo May 2013 - February 2015
BB&T July 2011 - May 2013
Enterprise Rent-A-Car January 2011 - June 2011
Skills
Sales, Credit, Loans, Financial Risk, Commercial Lending, Financial Analysis, Credit Analysis, Commercial Banking
Education
Salisbury University - Perdue School of Business 2009 — 2011
B.S., Finance
Chesapeake College 2007 — 2009
A.A., Liberal Arts
Wells Fargo Capital Finance August 2012 - Present
Durkin Group LLC September 2010 - August 2012
Point Blank Solutions Inc. August 2007 - August 2010
LaSalle Business Credit, LLC May 1999 - August 2007
CIT December 1997 - May 1999
LaSalle Business Credit, LLC June 1995 - December 1997
Skills
Accounting, Equities, Loans, Finance, Strategic Financial..., Banking, New Business Development, Debt Restructuring, Portfolio Management, Corporate Finance, Commercial Lending, Underwriting, Budgets, Financial Analysis, Mergers & Acquisitions, Working Capital..., Financial Reporting, Risk Management, Credit, Cash Flow, Mezzanine, Turn Around Management, Asset Based Lending, Negotiation, Restructuring, Management, Middle Market, Workout, Audit Committee, Strategy, Strategic Planning, Analysis, Due Diligence, Sarbanes-Oxley Act
Education
Pace University - Lubin School of Business 1984 — 1988
Master of Science, Accounting
Pace University - Lubin School of Business 1980 — 1984
BBA, International Management
Pace University - Lubin School of Business 1980 — 1984
BBA
Xaverian
Wells Fargo Capital Finance July 2014 - Present
Alpha Epsilon Pi November 2013 - May 2014
Wells Fargo Capital Finance July 2013 - December 2013
Goldman Sachs July 2012 - December 2012
Northeastern University Hillel January 2012 - December 2012
State Street Capital Markets Accounting Group July 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, Bloomberg, Social Media, Valuation, Bloomberg Terminal, FX Options, Financial Analysis, PowerPoint, Financial Modeling, Finance, Analytics, Data Analysis, Economics, Strategy
Education
Northeastern University 2009 — 2014
Bachelor's Degree, Finance & Accounting, Cum Laude
Northeastern University
Wells Fargo Capital Finance February 2015 - Present
Safety-Kleen June 2008 - February 2015
Countrywide Home Loans November 2006 - June 2008
First American Real Estate Tax Services April 2003 - November 2006
Skills
Recycling, Waste Management, Waste, Hazardous Waste..., Accounts Receivable, Solid Waste, Leadership, Account Management, Accounting
Education
Northwestern State University
Wells Fargo Capital Finance March 2013 - August 2013
Bank of America February 2012 - March 2013
Premier, Inc January 2008 - August 2011
EquiFirst 2004 - 2007
Skills
Quality Assurance, Visio, Testing, Process Improvement, Regression Testing, System Testing, Test Automation, Team Foundation Server, Microsoft Office, SQL Server Management..., MicroStrategy Reporting, Netezza, Databases, Team Management, Document Management, Business Intelligence
Education
Roosevelt University 2000 — 2003
Bachelor of Science (B.S.), Computer Science
Wells Fargo Capital Finance Loan OfficerChase Home FinanceJuly 2007 - July 2010
Education
Olivet College 1982 — 1986
BA, Journalism
Wells Fargo Capital Finance Principal / PresidentClearview Mortgage LLC2004 - 2009
Education
Philadelphia University 1970 — 1975
B.S., Textile Marketing & Management
Wells Fargo Capital Finance March 2013 - Present
Education
Rogers State University
Associate of Arts and Sciences (AAS), Paralegal Studies
University of Oklahoma
Bachelor of Arts (B.A.), Educational Leadership and Administration, General
Wells Fargo Capital Finance June 2007 - Present
Wachovia Capital Finance February 2005 - February 2007
Skills
Auditing, Credit, Analysis, Microsoft Excel, Accounts Receivable, Accounting, Banking, Financial Analysis, Finance, Loans, Credit Analysis, Microsoft Word, Account Reconciliation, Internal Controls, Corporate Finance, Risk Management, Financial Modeling
Education
Saint John's University - Peter J. Tobin College of Business 2003 — 2004
MS
St. John's University 1999 — 2003
B.S
Wells Fargo Capital Finance
Skills
Commercial Lending, Credit, Loans, Portfolio Management
Education
Queensborough Community College
Wells Fargo Capital Finance February 2008 - Present
Wells Fargo Bank January 2008 - Present
Nationwide Insurance May 2005 - February 2008
Nationwide Insurance January 2003 - January 2008
Skills
Underwriting, Insurance, Series 6, Life Insurance, Property & Casualty..., Loans, Mortgage Lending, Term Life Insurance, Disability Insurance, Banking, Life & Health Insurance...
Education
North Carolina State University 1998 — 2003
BA, Communications
North Carolina State University
Bachelor of Arts
Wells Fargo Capital Finance March 2014 - Present
Wells Fargo Capital Finance March 2013 - February 2014
Wells Fargo Capital Finance August 2010 - February 2013
China Construction Bank January 2010 - June 2010
Freescale Semiconductor July 2009 - December 2009
Skills
Mergers, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Finance
Education
Oklahoma City University 2008 — 2010
MBA, Finance, International Trade
New Mexico State University 2006 — 2008
Business, General Business
Wells Fargo Capital Finance 2004 - Present
Wells Fargo Capital Finance 1997 - 2004
Norwest Bank 1995 - 1997
FDIC 1994 - 1995
Skills
Microsoft Excel, Due Diligence, Mortgage Lending, Credit, Sales Management, Commercial Banking, Finance, Internal Audit, Process Improvement, Strategic Financial..., Microsoft Office, Credit Analysis, New Business Development, Financial Analysis, Contract Negotiation, Credit Risk, Financial Modeling, SDLC, Management, Business Strategy, Underwriting, Banking, Customer Service, Portfolio Management, Project Management, Commercial Lending, Cash Management, Leadership, Strategic Planning, Asset Based Lending, Loans, Budgets, Business Analysis, Auditing, PowerPoint, Treasury Management, Sales, Team Building, Negotiation, Loan Origination, Lines Of Credit, Financial Risk, Corporate Finance, Mergers & Acquisitions, Change Management, Relationship Management, Cross Selling, Small Business Lending, Investments, Working Capital...
Education
Northwestern College
South Dakota State University
Bachelor of Arts (BA), Economics
Eastern Congo Initiative June 2014 - Present
Eastern Congo Initiative January 2014 - June 2014
Counterpart International November 2011 - January 2014
Counterpart International November 2011 - January 2014
Wells Fargo Capital Finance January 2011 - November 2011
The Home Depot May 2009 - January 2011
Liberty Tax Service January 2009 - April 2009
EFEC – Ecole Enseignement Catholique October 2003 - January 2005
GPV June 2002 - October 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Financial Analysis, Account Reconciliation
Education
University of Maryland University College 2011 — 2013
Master's, Accounting & Financial Management –Operations
University of Maryland University College 2011 — 2013
M.S, Accounting and Financial Management
Northern Virginia Community College 2007 — 2009
CPA review classes, Business Administration; Economics and Organizational Management
Columbia community College 2005 — 2006
ESL, ESL
University of Ouagadougou 1999 — 2004
Master's degree, Economics and management
University of Ouagadougou 2000 — 2002
Associate's degree, Accounting and Finance
BMO Harris Financial March 2013 - Present
BMO Harris Financial July 2012 - March 2013
Copesan 2012 - 2012
Wells Fargo Capital Finance February 2000 - November 2011
Skills
Loans, Consumer Lending, Commercial Banking, Commercial Lending, Small Business Lending, Retail Banking, Mortgage Lending, Cross Selling
Education
Ottawa University-Milwaukee 2012 — 2016
Wells Fargo Capital Finance June 2010 - Present
Wachovia July 2007 - June 2010
Duke Energy August 1998 - April 2006
Barloworld January 1980 - January 1996
Education
Northern Illinois University - College of Business
Bachelor of Science (BS), Marketing
Wells Fargo Capital Finance March 2005 - Present
PNC Business Credit September 1998 - March 2005
Skills
Credit, New Business Development, Loans, Banking, Credit Analysis, Portfolio Management, Financial Analysis, Commercial Lending, Financial Modeling, Commercial Banking, Corporate Finance, Credit Risk, Underwriting, Mortgage Lending, Risk Management, Capital Markets, Investments
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1984 — 1986
Accounting
Wells Fargo Capital Finance July 2011 - Present
Wells Fargo July 2011 - Present
Education
Oklahoma State University 2001 — 2003
Communications
Hospira November 2011 - Present
Greenzilla Eco-Friendly December 2009 - November 2011
Wells Fargo Capital Finance September 2008 - December 2009
Panini Cafe Inc. February 2007 - August 2008
Skills
Pricing, Accounting, Microsoft Excel, Business Objects, Pharmaceutical Industry, Biotechnology, Medical Devices, Managed Care, Pharmaceutics, SAP, Data Analysis, Process Improvement, Quality Assurance, Cross-functional Team..., Payroll, Leadership, Accounts Payable, Accounts Receivable, Customer Service, Direct Sales, Contract Negotiation, Eligibility, Customer Satisfaction
Education
Robert Morris College 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
James B. Conant High School 1998 — 2003
High School Diploma
Wells Fargo Capital Finance 2002 - Present
Skills
Asset Management, Public Speaking, Microsoft Excel, Marketing, Portfolio Management, Investments, Banking, Financial Analysis, Risk Management, Financial Modeling, Due Diligence
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Bachelor's Degree
Wells Fargo Capital Finance May 2007 - Present
Sisterson & Co. LLP October 2004 - June 2006
Durkin Group LLC September 2003 - October 2004
Sisterson & Co. LLP June 2000 - September 2003
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Banking, Commercial Lending, Financial Analysis, Credit Risk
Education
Robert Morris University 1997 — 2000
BSBA, Accounting and Finance
Wells Fargo Capital Finance 2004 - Present
Sovereign Bank 2000 - 2004
Italian Joe's 1993 - 2000
Education
Northeastern University
Bachelor's Degree, Accounting and Finance