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
Sterling National Bank 2015 - Present
Wells Fargo Capital Finance 2008 - 2015
CIT 2001 - 2008
CIT 1999 - 2001
Skills
Asset Based Lending, Commercial Lending, Middle Market, Credit, Cash Flow Lending, Credit Analysis, Risk Management, Loans, Underwriting, Mergers & Acquisitions, Credit Risk, Syndications, Private Equity, Capital Markets, Structured Finance, Portfolio Management, Due Diligence, Leveraged Finance, Commercial Banking, Restructuring, Financial Structuring, Commercial Finance, Finance, Banking, Corporate Finance, Factoring, Financial Modeling, Financial Risk, Treasury Management, Funding, Commercial Mortgages, Cash Management, Financial Services, Loan Origination, Small Business Lending, Debt Restructuring, Lines Of Credit, Cash Flow, Valuation, Investment Banking, Financial Analysis, Workout
Education
St. Francis College
Bachelor of Science (B.S.), Accounting
Lease Advisors November 2012 - Present
Wells Fargo Capital Finance March 2011 - November 2012
TorreyCove Capital Partners LLC March 2007 - March 2011
Skills
Private Equity, Financial Modeling, Due Diligence, Investments, Valuation, Venture Capital, Corporate Finance, Financial Analysis, Portfolio Management, Alternative Investments, Asset Management, Finance, Credit, Mergers & Acquisitions, Capital Markets, Credit Analysis, Investment Banking, Equities, Business Valuation, Restructuring, Asset Allocation, Investor Relations
Education
San Diego State University-California State University 2002 — 2007
Business Administration, Finance
Bank of America June 2014 - Present
Wells Fargo Capital Finance March 2012 - June 2014
U.S. Trust March 2010 - March 2012
Willis May 2007 - January 2009
Education
Syracuse University 2005 — 2009
BA
Wells Fargo Capital Finance July 2014 - Present
Maxim Group August 2013 - July 2014
Maxim Group February 2012 - July 2014
Skills
Series 7, Bloomberg, Portfolio Management, Fixed Income, Capital Markets, Investments, Series 66, Asset Management, Valuation, Trading, Bonds, Equities, Financial Modeling, Uniform Combined State..., Alternative Investments, Bloomberg Terminal, Derivatives, Hedge Funds, Securities, Series 63
Education
The Johns Hopkins University 2006 — 2010
BA, International Relations (concentration: East Asian Studies)
Gilman School 1994 — 2006
Wells Fargo Capital Finance January 2014 - Present
Paul McCoy Family Office Services January 2012 - December 2013
State Street January 2011 - June 2011
Skills
Microsoft Excel, Finance, Financial Analysis, Bloomberg, QuickBooks, Access, Data Analysis, Corporate Finance, Microsoft Dynamics, Microsoft CRM, PowerPoint, Credit, Research
Education
Northeastern University 2013 — 2013
Master of Science in Finance
Northeastern University 2009 — 2013
Bachelor of Science in Business Administration with Honors, Finance and Insurance
University of California, Berkeley 2014 — 2014
Intermediate Accounting
London School of Economics and Political Science 2011 — 2011
Fixed Income Securities, Debt Markets, and the Macroeconomy
Bridge Argentina 2010 — 2010
Spanish Language and Culture
Howard W Blake High School 2005 — 2009
High School
McKesson September 2014 - Present
Liberty Mutual Insurance June 2013 - September 2013
Wells Fargo Capital Finance November 2012 - May 2013
HCC Surety Group July 2007 - October 2012
Wahlquist & Company, CPAs June 2006 - June 2007
Education
UCLA Anderson School of Management 2011 — 2014
Master of Business Administration (MBA), Finance & Strategy
University of South Carolina-Columbia 2002 — 2006
Bachelor of Science (B.S.), Accounting, International Business
Wells Fargo Capital Finance June 2014 - Present
Wells Fargo Capital Finance October 2011 - June 2014
Wells Fargo Capital Finance March 2010 - September 2011
Wells Fargo Bank October 2009 - March 2010
Wells Fargo Bank June 2007 - October 2009
PricewaterhouseCoopers January 2006 - March 2006
Skills
Credit Analysis, Credit, Banking, Financial Analysis, Commercial Banking, Capital Markets, Loans, Finance, Treasury Management, Underwriting, Financial Structuring, Cash Flow Forecasting, Business Development, Securitization, Cross Selling, Commercial Lending, Financial Modeling, Asset Based Lending, Management, Valuation
Education
Texas A&M University - Mays Business School 2005 — 2007
Master of Science, Finance
Texas A&M University - Mays Business School 2002 — 2006
Bachelors of Business Administration, Accounting
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance August 2012 - Present
Sun Temps January 2012 - August 2012
Frisco Chamber of Commerce 2009 - 2011
The Heard Natural Science and Wildlife Museum August 2000 - October 2002
TONI&GUY February 1997 - December 1998
McNeil Real Estate Management, Inc. January 1993 - June 1996
Dalcor Property Management 1987 - 1991
Skills
Customer Service, Public Speaking, Team Building, Coaching, Leadership Development, Budgets, Insurance, Negotiation, Non-profits, Recruiting, Human Resources, Employee Benefits, Small Business, Leadership, Payroll, Employee Relations, Nonprofits, Retail, Marketing
Education
Stephen F. Austin State University 1980 — 1984
BBA, Business Administration, Communications
Richardson High School 1977 — 1980
High School Diploma, General Studies
Mizuho Bank Ltd February 2015 - Present
BNY Mellon April 2013 - February 2015
Wells Fargo Capital Finance 2008 - 2012
Citi 2006 - 2008
Citi 2006 - 2008
JPMorgan Chase & Co. 2002 - 2006
NatWest 1987 - 1997
Skills
Relationship Management, Sales Management, Credit Risk, Credit Analysis, Marketing Strategy, Product Management, Supply Chain, Trade Finance, Trade Services, Strategy, Sales, Trading, Banking, Investments, Portfolio Management, Risk Management, Management, Business Development, Fixed Income, Cash Management, Financial Analysis, Mergers & Acquisitions, Working Capital..., Financial Services, Commercial Banking, Capital Markets, Credit, Finance, Treasury Management
Education
Seton Hall University 1982 — 1987
MBA, Marketing
Villanova University 1977 — 1981
Bachelor of Science, Marketing
American Airlines September 2014 - Present
Plains Capital Bank October 2013 - September 2014
Wells Fargo January 2013 - September 2013
Wells Fargo Capital Finance October 2011 - December 2012
Wells Fargo Capital Finance January 2010 - September 2011
Wells Fargo June 2004 - December 2009
Skills
Excel (Advanced), Microsoft Word, PowerPoint, SVP/SVT, Hogan Banking Software, LUCAS Asset Based Loan..., Stucky Asset Based Loan..., Precision, ERS, Moody’s Financial System, Internal Asset Rating..., QuickBooks, Microsoft Project, Dun and Bradstreet, Able to Extract
Education
The University of Dallas 2009 — 2011
Master of Science (MS), Accounting, 3.63
The University of Dallas 2007 — 2009
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law, 3.6
University of North Texas 2004 — 2007
Bachelor's degree, Entrepreneurship/Entrepreneurial Studies, 3.71
Lamar High School
Dentistry for Kids September 2010 - Present
US Bank Home Mortgages January 2009 - September 2009
Washington Trust Bank January 2005 - January 2009
CUNA -- Credit Union National Association 2004 - 2005
Wells Fargo Capital Finance 2002 - 2004
Greater Nevada Credit Union January 1997 - 2002
Skills
Dentistry, Restorative Dentistry, Dental Assisting, Dentrix, Teeth Whitening, Orthodontics, Infection Control, Dental Care, Vital Signs, Radiology, Surgery, Cpr Certified, Digital Radiography, X-ray
Education
Milan
Dental Assisting/Assistant
Norther Nevada real estate school
Real Estate
Truckee Meadows Community College
Baroody Consulting May 2013 - Present
Community Partnership of Southern Arizona (CPSA) February 2011 - May 2013
Wells Fargo Capital Finance March 2009 - November 2011
Fred's Inc. September 2007 - February 2009
Carondelet Health Network March 2007 - September 2007
Phase Forward December 2004 - March 2007
Edwards Lifesciences March 2004 - November 2004
Gordon Food Service March 2003 - February 2004
Sargent Aerospace & Defense March 1991 - April 2003
Skills
Business Analysis, Data Analysis, Access, Databases, Disaster Recovery, ERP, Healthcare, Management, Microsoft SQL Server, Project Management, Software Documentation, Visio, Networking, Requirements Analysis, Business Intelligence, Process Improvement, Systems Analysis, SharePoint, SDLC, Business Process, Business Process..., Analysis, Program Management, SQL, Training, Team Leadership
Education
The Ohio State University
BS
Wells Fargo Capital Finance September 2015 - Present
Wells Fargo Capital Finance July 2014 - August 2015
Wells Fargo Capital Finance March 2014 - July 2014
Wells Fargo Capital Finance January 2012 - March 2014
Bainbridge Capital May 2011 - December 2011
Merrill Lynch January 2011 - May 2011
Permanent Value Inc. May 2010 - January 2011
Financial Designs, Ltd. July 2009 - January 2010
Skills
Financial Modeling, Equity Research, Credit Analysis, Financial Risk, Underwriting, Asset Based Lending, Mergers & Acquisitions
Education
San Diego State University-California State University 2008 — 2011
BS, Business Administration - Financial Services, Magna Cum Laude
BB&T September 2015 - Present
Wells Fargo Capital Finance June 2003 - September 2015
Silicon Valley Bank January 2002 - June 2003
Bank of America Business Capital June 2000 - January 2002
Wells Fargo Business Credit 1996 - June 2000
Wells Fargo Foothill 1983 - 1991
Skills
Asset Based Lending, Loans, Middle Market, Mergers, Credit, Commercial Lending, Loan Origination, Mergers & Acquisitions, Finance, Corporate Finance, Credit Analysis, Financial Modeling, Portfolio Management, Commercial Banking, Small Business Lending, Due Diligence, Business Development, Treasury Management, Banking, Financial Structuring, Investments, Private Equity, Structured Finance, Valuation, Financial Services, Underwriting, Credit Risk, Capital Markets, Leveraged Finance, Executive Management, Cash Management, Factoring, Cash Flow Lending, Lines Of Credit, Funding, Debt Restructuring, Commercial Mortgages, Asset Management, Commercial Finance, LBO
Education
The University of Texas at Dallas
BS, Business Administration-Finance
Texan Bank 2015 - Present
Triumph Bancorp, Inc. April 2014 - 2015
Fluor December 2012 - September 2013
Wells Fargo Capital Finance March 2007 - December 2012
Wells Fargo Capital Finance May 2006 - March 2007
Diageo January 2006 - April 2006
Skills
Commercial Lending, Asset Based Lending, Commercial Banking, Accounting, Corporate Finance, Banking, Financial Analysis, Credit Analysis, Financial Modeling, Financial Risk, Loans, Portfolio Management, Risk Management, Valuation, Underwriting, Treasury, Finance, Credit, Management
Education
Texas A&M University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Texas A&M University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and International Business
Wells Fargo April 2014 - Present
Wells Fargo Capital Finance October 2010 - April 2014
Branch Banking & Trust Co. October 2000 - June 2009
Barnett Bank August 1988 - August 2000
Skills
Time Management, Retail Banking, Outlook, Consumer Lending, Loan Origination, Credit, Financial Modeling, Recruiting, Financial Analysis, Banking, Loans, Credit Analysis, Customer Satisfaction, Underwriting, Mortgage Lending, Customer Retention, Commercial Lending, Customer Service, Cash Management, Microsoft Excel, Portfolio Management, Sales, Finance, Sales Management, Account Management, Microsoft Office, Management, Commercial Banking, Small Business Lending, Cross Selling, Leadership, Retail, Relationship Management
Education
St. Petersburg College 1986 — 1988
Pinellas Technical Institute 1983 — 1985
Opus Bank December 2014 - Present
Wells Fargo Capital Finance September 2005 - November 2014
Mellon 1st Business Bank 2003 - 2005
Coast Business Credit 1997 - 2003
Silicon Valley Bank 1994 - 1997
First Interstate 1980 - 1992
Skills
Asset Based Lending, Middle Market, Commercial Lending, Mergers, Private Equity, Loans, Capital Markets, Credit, Investment Banking, Commercial Banking, Portfolio Management, Corporate Finance, Investments, Financial Services, Finance, Restructuring, Factoring, Debt Restructuring, Due Diligence, Mergers & Acquisitions, Financial Structuring, Business Valuation, Asset Based Finance, Credit Analysis, Risk Management, Financial Modeling, Valuation, Structured Finance, Leveraged Finance, Financial Analysis, Banking
Education
University of Southern California 1978 — 1980
MBA, Marketing\Finance
Trinity University
Business Administration
Abacus Wealth Partners September 2015 - Present
Abacus Wealth Partners January 2015 - September 2015
ConnectUNow February 2013 - December 2014
Wells Fargo Capital Finance December 2006 - August 2012
Wells Fargo Capital Finance April 2004 - December 2006
MGM 2002 - 2002
Nigro Karlin Segal & Feldstein, LLP 1999 - 2002
Amplicon Financial 1998 - 1999
Skills
Financial Analysis, Financial Reporting, GAAP, Accounting, Cash Flow, Treasury Management, Cash Management, Financial Modeling, Auditing, Forecasting, Mergers, General Ledger, Valuation, Corporate Finance, Sarbanes-Oxley Act, Strategic Financial..., Managerial Finance, Financial Accounting, Internal Controls, Financial Statements, Process Improvement, Mergers & Acquisitions, Banking, Risk Management, SEC filings, Finance, US GAAP, Consolidation, Internal Audit, Financial Audits, Variance Analysis, IFRS, Account Reconciliation, Business Valuation, Restructuring, Sarbanes-Oxley, CPA, Credit, Acquisition Integration, Revenue Recognition, External Audit, QuickBooks, Loans, Cash Flow Forecasting, Start-ups, Business Development, Entrepreneurship, Private Equity, Due Diligence, Essbase
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Entrepreneurship and Finance
University of California, Berkeley 1994 — 1998
BA, Economics
Wells Fargo Capital Finance March 2006 - Present
Wells Fargo August 2005 - Present
Wells Fargo July 2004 - Present
Southern Methodist University May 2004 - June 2004
Mary Kay Inc. August 2000 - July 2002
Skills
Loan Origination, Commercial Banking, Commercial Lending, Financial Analysis, Training, Finance, Portfolio Management, Underwriting, Credit, Credit Analysis, Loans, Financial Modeling, Valuation, Capital Markets, Corporate Finance, Banking, Asset Based Lending
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance, Accounting
University of North Texas 1999 — 2000
BBA, Finance
The University of Texas at Austin 1990 — 1993
Capital One February 2013 - Present
Wells Capital Management February 2011 - February 2013
Freddie Mac July 2010 - February 2011
Wells Fargo Private Mortgage Bank January 2008 - March 2010
Wells Fargo Home Mortgage February 2006 - January 2008
Wells Fargo Capital Finance August 2005 - November 2005
Skills
Technical Recruiting, Recruiting, Human Resources, Employee Benefits, Benefits Administration, HRIS, training, Public Speaking, Public Relations, EEO, AAP, Employee Relations
Education
Shaw University 2004 — 2010
BA, political science
University of Maryland University College
MS, Human Resources Management and Services
Panasonic USA October 2014 - Present
MarketStar October 2008 - September 2014
Cambridge Management Group LLC December 2004 - October 2008
Norvergence April 2003 - July 2004
Wells Fargo Capital Finance October 1998 - April 2003
Hudson United Bank - Shoppers Charge Accounts June 1994 - October 1998
Skills
Sales Operations, Sales, Training, Management, Retail, Business Development, Strategic Planning, Cold Calling, Marketing, Budgets, New Business Development, Sales Management, Account Management, Selling, Customer Service, Finance, Sales Presentations, Direct Sales, Product Management, Employee Training, Financial Services, Territory Development, Strategic Selling, Consultative Selling..., Fiber Optic Cable, Mobile Devices, Consumer Lending, Commercial Lending, Commercial Leasing, Internet Services, Cable Television, Bundling, Information Technology, Salesforce.com, Employment Law..., CPNI, Contract Pricing, Promotional Pricing, Financial Management..., Legal Documents, Document Management, Financial Analysis, Credit Analysis, Product Presentation, Product Marketing, Product Development, Team Leadership, Team Management, Retail Sales, Underwriting
Education
Saint Thomas Aquinas College 1991 — 1995
Bachelor's Degree, Business Management with a Minor Sales and Marketing
US Army April 2001 - Present
University of San Francisco January 2015 - August 2015
USA Together, Inc. July 2011 - March 2012
The Mission Continues August 2011 - February 2012
XUMA January 2000 - March 2000
Atomic Games June 1999 - January 2000
Wells Fargo Capital Finance January 1998 - June 1999
Time Line Solutions Corporation January 1997 - September 1997
Broderbund September 1996 - December 1996
Skills
Analysis, Community Outreach, Editing, Human Resources, Project Planning, Public Speaking, Customer Service, Fundraising, Leadership Development, Nonprofits, Government, Policy, Program Management, Leadership, Team Building, Program Development, Training, Research, Military, Organizational..., Management, Strategic Planning, Microsoft Office, Community Development
Education
University of San Francisco 2014 — 2015
Master of Science (MS), Behavioral Health
Defense Language Institute 2012 — 2013
Associate of Arts (AA), Tagalog Language and Literature
Sonoma State University 1991 — 1996
Bachelor of Science, Business Administration, International Business
Union Bank March 2013 - Present
Wells Fargo Capital Finance 1999 - March 2013
Education
UCLA Anderson School of Management 1996 — 1999
MBA
UCLA 1989 — 1993
BA, Economics
Investors Bank October 2014 - Present
Wagner College September 2009 - Present
Northern Lights Partners, LLC December 2008 - October 2014
Landsbanki 2006 - 2008
HSBC 2005 - 2007
RBS 2004 - 2005
Wells Fargo Capital Finance 2002 - 2004
GMAC Commercial Finance 1996 - 2002
New York University January 1992 - December 1997
CIT 1982 - 1996
Skills
Commercial Finance, Debt, Corporate Finance, Asset Based Lending, Structured Finance, Capital Markets, Leveraged Finance, Loan Origination, Credit Analysis, Capital Structure, Portfolio Management, Deal Structuring, Credit Risk, Financial Analysis, Alternative Investments, Deal Execution, Start-ups, Negotiation, Banking, Venture Capital, Loans, Mergers & Acquisitions, Finance, Strategy, Financial Structuring, Investment Banking, Credit, Restructuring, Private Equity, Capital, Due Diligence, Valuation, Corporate Development, Funding, LBO, Hedge Funds, Financial Advisory, Emerging Markets, Private Placements, Debt Restructuring, M&A experience, Mezzanine, Business Valuation, Project Finance, Investments, Financial Modeling, Executive Management, IPO, Capital Raising, Growth Capital
Education
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
MBA, Finance
Wells Fargo Capital Finance April 2012 - Present
WellsFargo April 2008 - April 2012
AT&T Capital Sevices September 1998 - April 2008
AT&T Capital Service September 1998 - April 2008
Skills
Selling, Negotiation, Organizing
Education
Triton-College
associates, Business
HANYS October 2014 - Present
Cammack Retirement Group June 2013 - October 2014
Lincoln Financial Group September 2004 - May 2013
Wells Fargo Capital Finance March 2004 - August 2004
Morgan Stanley May 2002 - March 2004
Skills
Retirement Plan..., Employee Benefits, Account Management, Sales Presentations, Employee Relations, Human Resources, Benefits Administration, Business Development, Management, Investment Management, 401k, Retirement, Retirement Planning, Investments, Training, Mutual Funds, Fixed Annuities, IRAs, Finance
Education
The University of New Mexico 1998 — 2002
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
First Niagara Commercial Finance October 2013 - Present
Salus Capital Partners July 2012 - August 2013
Wells Fargo Capital Finance February 2010 - July 2012
Wells Fargo Capital Finance August 2006 - February 2010
Office of the State Treasurer 2001 - 2006
Skills
Financial Analysis, Banking, Loans, Private Equity, Finance, Portfolio Management, Treasury, Credit Analysis, Management, Hedge Funds, Commercial Banking, Commercial Lending, Credit, Cash Management, Credit Risk, Asset Based Lending, Due Diligence, Risk Management
Education
Simmons College - Simmons School of Management 2003 — 2005
Master of Business Administration (M.B.A.)
University of Massachusetts Boston 2010 — 2010
Emerging Leaders Program
Simmons College 1997 — 2001
Bachelorâs Degree
Cathedral High School
TD Bank Group July 2002 - Present
Trump Lender Services June 1999 - July 2002
Wells Fargo Capital Finance 1996 - 1999
Skills
Banking, Credit Risk, Financial Analysis, Compliance Audits, Auditing, Asset Based Lending, Quality Auditing, Financial Risk, Loans, Risk Management, Finance, Credit Analysis, Small Business Lending, Commercial Lending, Financial Services, Internal Audit, Commercial Banking, Analysis, Leadership, Portfolio Management
Education
Temple University - Fox School of Business and Management
BA, Accounting, Business Admin
Zenefits April 2015 - Present
Zenefits January 2015 - April 2015
Wells Fargo Capital Finance May 2014 - December 2014
TripTech Medical (Name Pending) September 2010 - November 2014
Wells Fargo Securities June 2013 - May 2014
Wells Fargo Securities June 2012 - August 2012
Tavor Consulting June 2011 - July 2011
Martin Wolf Securities July 2008 - August 2008
Skills
Entrepreneurship, Public Speaking, Research, PowerPoint, Microsoft Excel, Leadership, Financial Modeling, Microsoft Office, Fundraising, Teamwork, Microsoft Word, Financial Analysis, Non-profits, Patents, Business Model..., Start-ups, Data Analysis, Market Research, Asset Backed Lending, Blogging, Event Planning, Teaching, Community Outreach, Asset Based Lending, Credit Analysis, Middle Market, Valuation, Customer Support, Customer Escalation..., Triage, SQL, Business Analytics
Education
Wells Fargo/Training The Street
University of Michigan 2008 — 2012
International studies, Global Trade, Economics, and Politics. Focus on Middle East.
The Hebrew University 2011 — 2011
NA, International Studies: Semester Abroad
Tuck School of Business at Dartmouth 2010 — 2010
NA, Business Bridge Program
James Madison Memorial High School 2005 — 2008
Textron Aviation November 2012 - Present
Cessna Aircraft Company November 2012 - Present
Wells Fargo Capital Finance October 2009 - December 2012
Wells Fargo Foothill May 2007 - October 2009
Chandler Chicco Agency 2005 - 2005
Skills
Media Relations, Corporate Communications, Public Relations, Social Media, Strategic Communications, Crisis Communications, Message Development, Executive Visibility, Financial Communications, Strategic..., Executive..., Corporate Social Media, Media List Building, Press Releases, Social Media Marketing, Marketing Communications, Thought Leadership, Key Message Development, Communications Planning, Newsletters, Internal Communications, Communication Training, Brand Development
Education
Tabor College 2002 — 2005
Bachelor's, Communications
Mackie Wolf Zientz & Mann, P.C. September 2014 - Present
Cherry Petersen Landry Albert LLP June 2014 - August 2014
LawProse, Inc. February 2013 - April 2014
Coats & Todd May 2013 - August 2013
Wells Fargo Capital Finance May 2012 - August 2012
CIGNA Group Insurance November 2009 - December 2010
Brice, Vander Linden, & Wernick July 2008 - June 2009
Fin-Econ Partners May 2008 - July 2008
Pacific Equity Management June 2006 - March 2008
J. Hoffman & Co. June 2005 - March 2006
Skills
Research, Legal Research, Analysis, Legal Writing, Financial Statements, Accounting, Management
Education
Southern Methodist University Dedman School of Law 2012 — 2014
Juris Doctor (J.D.)
Texas Wesleyan University School of Law 2011 — 2012
Law
University of Dallas 2003 — 2006
Bachelor's Degree, Economics & Finance, 3.62 cumulative GPA
Loyola University Chicago 2002 — 2003
Finance
Cistercian Preparatory School 1996 — 2002
High School
ODISS - Fisher College of Business August 2015 - Present
EY June 2015 - August 2015
Accounting & MIS Dept. - Fisher College of Business April 2014 - May 2015
Wells Fargo Capital Finance May 2014 - August 2014
Fisher College of Business August 2012 - May 2014
PricewaterhouseCoopers June 2013 - July 2013
PricewaterhouseCoopers June 2012 - July 2012
Skills
Accounting, Management, Auditing, Analysis, Access, Internal Audit, Finance, Microsoft Excel, Account Reconciliation, Financial Analysis, Teamwork
Education
The Ohio State University 2015 — 2016
Master’s Degree, Accounting
The Ohio State University 2011 — 2015
Bachelor of Science in Business Administration, Accounting
Wells Fargo Capital Finance September 2003 - Present
Skills
Management reporting,..., Monthly forecasting and..., Variance Analysis, yield/cost of..., Assist in monthly close..., research unusual trends, Microsoft Excel, Business Objects - Live..., Microsoft Access
Education
The University of Texas at San Antonio 1997 — 1999
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Capital Finance September 2007 - May 2015
Webster Business Credit September 2000 - September 2007
Bank of America Business Credit/First Union National Bank/Commerce Bank September 1986 - September 2000
Skills
CPA, MS Office Suite, Military Medic, Risk Management, Banking, Microsoft Office, Financial Analysis, Cash Management, Credit, Loans, Commercial Lending, Financial Structuring
Education
Temple University 1978 — 1982
Bachelors of Business Administration, Accounting and Finance
University of New Hampshire 1976 — 1977
Associate of Arts, General
Wells Fargo Capital Finance August 2013 - Present
Wells Fargo March 2013 - July 2013
Wells Fargo June 2011 - June 2013
Wells Fargo August 2010 - March 2013
Skills
Analysis, Credit, Financial Analysis, Microsoft Excel, Management, Accounting, PowerPoint, Mandarin, Customer Relations, Commercial Lending, Portfolio Management, Loans, Credit Analysis, Financial Modeling, Banking, Commercial Banking, Finance
Education
Santa Clara University 2005 — 2010
Bachelor of Science, Commerce; Finance, International Business: China
The Beijing Center 2007 — 2008
Mandarin
Credit Suisse September 2015 - Present
Wells Fargo Capital Finance September 2014 - September 2015
Dresser-Rand - A Siemens Business May 2010 - August 2014
Jack Solutions May 2009 - March 2010
Datamatics Global Services June 2007 - May 2009
AG Technologies January 2006 - July 2007
Glintsoft Infotech Pvt. Ltd. August 2005 - January 2006
Skills
.NET, C#, VB.NET, WPF, Microsoft Unity, Microsoft Prism, WinForms, LINQ, ADO.NET, Entity Framework, Design Patterns, Web Services, WCF, ASP.NET, IIS, JavaScript, VSS, TFS, Visual SVN, Github, XML, Microsoft SQL Server, T-SQL, SSRS, SSIS, Silverlight, ASP.NET AJAX, ASP.NET MVC, MVC, SOA, Microsoft Office..., Windows Sharepoint..., Windows Azure, NHibernate
Education
South Gujarat University 2000 — 2005
M.Sc. Information Technology, Computer Science
MCZ High School 1998 — 2000
HSC, Commerce, Distinction
LMP Reva 1988 — 1998
Gujarat Secondary and Higher Secondary Education Board, SSC, Distinction
Porter Capital Corporation May 2013 - Present
Clear Thinking Group October 2011 - May 2013
Realization Services, Inc. August 2010 - October 2011
Silver Spring Securities May 2007 - August 2010
Webster Bank - Retail Finance 2006 - 2007
Wells Fargo Capital Finance 2002 - 2006
GE Capital March 1996 - March 2001
CIT December 1989 - March 1996
Bankers Trust - New York January 1988 - December 1989
Skills
Credit Portfolio..., Sales Management, Direct Sales, M & A Advisory, Capital Raises, Capital Structure, Restructuring, Turn Around Management, Special Situations, Series 7, LBO, Factoring, Asset Based Lending, Due Diligence, Portfolio Management, Executive Management, Credit, Commercial Lending, Financial Analysis, Business Planning, Strategic Planning, Corporate Finance, Capital Markets, Credit Analysis, Structured Finance, Risk Management, Leveraged Finance, Management Consulting, New Business Development, Structuring, Retail, Middle Market, Financial Structuring, Capital, Finance, Loans, Working Capital..., Financial Modeling, Commercial Finance, Business Development, Management, Mergers & Acquisitions, Valuation, Financial Services, Banking, Private Equity, Funding, Securitization, Investments, Alternative Investments
Education
The University of Texas at Dallas 1979 — 1982
BA, Economics and Finance
Bryan Adams High School 1973 — 1976
English and Mathmatics, English Language and Literature, General
Xcape, Inc. February 2014 - Present
Wells Fargo Capital Finance May 2015 - September 2015
Avalon Transportation September 2006 - May 2014
Merydion Corporation January 2005 - June 2006
self employed October 2003 - January 2006
L.A. Media April 2002 - October 2003
Hooven-Midland Direct Marketing August 1998 - September 2001
Alphabase Interactive February 1997 - June 1998
Mueller Shields OME September 1995 - November 1997
Skills
Integration, Windows Server, MySQL, SQL, Microsoft SQL Server, Hyper-V, Operating Systems, Terminal Server, VMware ESX, Management, ESET Remote..., Networking, 2x Application Server XG, VMware Workstation, Citrix Metaframe, Windows, Servers, Spiceworks, Dell OpenManage, Cloud Computing, Disaster Recovery, Microsoft Azure, Visual Basic 6.0, Visual Basic, ASP, PHP, JavaScript, Veritas, Veritas BackupExec, Seagate BackupExec, Backup Exec, HTML, XML, AJAX, Large Systems..., Web Development, Synology RackStation, Databases, Web Applications, WordPress, Perl, Apache, Mac OS X, DataEase 4.53, CSS, Database Design, Troubleshooting, Network Administration, Information Technology, Microsoft Office
Education
Control Data Institute
Microprocessor Architecture
Santa Monica College
Political Science / Computer Science Curriculum
Wells Fargo Capital Finance May 2012 - Present
U.S. Bank October 2007 - May 2012
Skills
Banking, Credit, Risk Management, Retail Banking, Consumer Lending, Commercial Banking, Loans, Cross Selling, Small Business Lending, Credit Analysis, Security, Customer Service, Finance, Internal Audit, Management
Education
Southern Illinois University, Edwardsville 2002 — 2004
Bachelor of Business Administration (BBA), Business Administration and Management, General
Southwestern Illinois College 1995 — 1998
Associate of Arts and Sciences (A.A.S.)
Nam's Enterprise. May 2014 - Present
Bank of America January 2012 - Present
Bank of America Business Capital November 2009 - Present
WAMU October 2008 - November 2009
Wells Fargo Capital Finance July 2002 - October 2008
Skills
Credit Analysis, Portfolio Management, Risk Management, Relationship Management, Management, Financial Planning, Small Business Lending, Business Analysis, Cash Management, Business Development, Investments
Education
San Francisco State University 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
India 2000 — 2002
Master of Business Administration (M.B.A.), Accounting and Finance
Guru Harkishan Public School 1984 — 1999
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Seton Hall University Housing and Residence Life August 2013 - Present
Wells Fargo Capital Finance June 2015 - August 2015
U.S. Department of Commerce September 2014 - December 2014
Saba Law Offices, P.C. June 2013 - August 2014
UMass Boston - John W. McCormack Graduate School of Policy and Global Studies May 2013 - September 2013
Skills
Public Speaking, International Relations, Research, Leadership, Social Networking, Social Media, Spanish, Time Management, Blogging, Fundraising, PowerPoint, Customer Service, Microsoft Office, Analysis, Writing, Policy Analysis, Microsoft Excel, Event Planning, Databases, Presentations, Credit Analysis, Financial Analysis, Organization, Team Building, Communication, Chinese, Program Management
Education
Seton Hall University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.)
Universidad de Granada 2014 — 2014
Modern Languages - Spanish and Chinese
Wells Fargo Capital Finance September 2014 - Present
Towers Watson October 2012 - August 2014
Fiduciary Investment Advisors, LLC January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Data Analysis, Economics, Financial Analysis, Financial Modeling, Analysis
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Arts (BA), Economics
St Johns Preparatory 2004 — 2008
St Johns Preparatory
Macquarie Group January 2015 - Present
Wells Fargo Capital Finance October 2013 - January 2015
Pensacola Ice Flyers/GKS Tychy March 2013 - August 2013
FactSet Research Systems July 2012 - March 2013
The Ayco Company, L.P. September 2011 - April 2012
Skidmore Saratoga Entrepreneurial Partnership January 2011 - April 2012
Scottrade June 2010 - May 2011
Wells Fargo Advisors January 2010 - June 2010
Skills
CRM, Market Data, Financial Data, Microsoft Excel, PowerPoint, Financial Databases, Software Consulting, Credit Analysis, Financial Analysis, Asset Based Lending, Social Media, Economics
Education
Skidmore College 2008 — 2012
BA, Economics/Business Management, 3.73
Northfield Mount Hermon School 2004 — 2006
HS Diploma, High School
Cathedral High School 2001 — 2004
Shimano American April 2015 - Present
Captain Dave's Dolphin and Whale Safari April 2014 - January 2015
Wells Fargo Capital Finance October 2011 - April 2014
Best Buy November 2009 - October 2011
Something Silver September 2008 - May 2010
Skills
Loans, Credit, Credit Analysis, Banking, Small Business Lending, Loan Origination, Portfolio Management, Lines Of Credit, Customer Service, Microsoft Office, Leadership, Team Building, Time Management, Sales, Customer Satisfaction, Retail, Microsoft Excel, Microsoft Word, Sales Operations, Team Leadership, Coaching, Marketing, Consumer Lending
Education
University of Phoenix 2014 — 2017
Bachelor's degree, Marketing
Santiago Canyon College 2009 — 2016
Capital One March 2014 - Present
AloStar Business Credit 2011 - 2014
Wells Fargo Capital Finance 1998 - 2011
Fleet Capital 1990 - 1998
Skills
Asset Based Lending, Factoring, Middle Market, Workout, Commercial Lending, Loans, Commercial Finance, Financial Structuring, Loan Structuring, Debt Buyer, Merchant Cash Advance, Specialty Finance
Education
Samford University 1978 — 1980
MBA, Accounting and Finance
The University of Memphis 1974 — 1976
BBA
Wells Fargo Capital Finance 2007 - Present
CIT 1999 - 2007
KPMG 1991 - 1996
Skills
CPA, State of Texas, Private Equity, Credit Analysis, Financial Analysis, Asset Based Lending, Financial Modeling, Commercial Lending, Corporate Finance, Strategic Planning, Loans, Middle Market, Credit, Portfolio Management, Restructuring
Education
The University of Texas at Austin - Red McCombs School of Business 1987 — 1991
BBA, Accounting
Southern Methodist University - Cox School of Business 2000 — 2003
MBA, Finance
Coppperas Cove High School
William Glen, Inc June 2015 - Present
William Glen May 2010 - Present
William Glen June 2002 - May 2010
William Glen September 1997 - June 2002
Wells Fargo Capital Finance January 1995 - October 1997
GT Global Financial Services June 1994 - January 1995
Skills
Investments, Mergers & Acquisitions, Pensions, Portfolio Management, Valuation, Project Management, Microsoft Word, Financial Analysis, Forecasting, Budgets, General Ledger, Risk Management, Business Planning, Analysis, Entrepreneurship, Marketing, Retail, Sales, Marketing Strategy
Education
Santa Clara University 1990 — 1994
Bachelor of Science, Accounting
Wells Fargo Capital Finance April 2014 - September 2015
Farmers Insurance Group of Companies April 2013 - April 2014
Travelfusion March 2012 - January 2013
Phoenix IT Services October 2011 - November 2011
DIRECTV February 1997 - December 2009
R & D NETWORKING December 1993 - January 1997
ARCO Oil & Energy, Lafayette Louisiana 1991 - 1993
MidSouth Bank 1989 - 1991
Skills
Software Documentation, ITIL, Business Analysis, Integration, Troubleshooting, Management, IT Operations, Program Management, Technical Support, Project Management, Software Installation, Microsoft Office, Customer Service, Team Building, MS Project, Access, Training, Process Improvement, Problem Solving, Help Desk Support, Change Management, Outlook, SDLC, JIRA, IT Management, Cross-functional..., Confluence, Business Process, SharePoint, SOX, HTML/XML, Help Desk Management, Service Desk, HTML, Microsoft Software, Computer Hardware, Windows, Documentation, Deployment, A+ Certified, Customer Relations, SCLC, Project Planning
Education
Lynda Online Training
SharePoint Essentials
University of California, Irvine
Fundamentals of Business Analysis
Learning Tree International
UCLA Extension
MICROSOFT TECH ED
Remington College 1994 — 1995
Diploma, Computerized Office Technology
University of Louisiana at Lafayette 1978 — 1982
CECILIA HIGH SCHOOL
Santa Monica College
Lynda Online Training
Microsoft Project 2007
International Risk Management Institute, Inc. April 2015 - Present
Hudson Alley Software, Inc. June 2013 - April 2015
Wells Fargo Capital Finance July 2011 - June 2013
Half Price Books April 2008 - June 2009
Telvista 2006 - 2007
Skills
Python, Visual Studio, Subversion, jQuery, Git, C#, ASP.NET MVC, .NET, AngularJS, Microsoft SQL Server, SQL, Windows, HTML, JavaScript, Linux, OS X, LINQ, Emacs, Lisp, Github, Microsoft Excel
Education
The University of Texas at Dallas 2009 — 2011
B.S., Computer Science
The University of Texas at Dallas 2002 — 2005
B.A., Literary Studies
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo Capital Finance June 2014 - August 2014
Wells Fargo Capital Finance June 2013 - August 2013
Mortarless Walls of Atkinson June 2011 - August 2012
Cubicle Solutions Inc. June 2010 - August 2012
Granite Fields Golf Club June 2008 - August 2011
Skills
Financial Analysis, Finance, Analysis, Loans, Retail, Process Scheduler, Bloomberg, Financial Modeling, Banking, Credit, Bloomberg Terminal, Corporate Finance
Education
Stonehill College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Economics
Brewster Academy 2010 — 2011
Postgraduate
City of Tempe July 2014 - Present
Wells Fargo Capital Finance May 2013 - May 2014
PUSH Marketing and Promotions / PUSH Models (Corporate) 2012 - 2014
National Residential Mortgage, A Heartland Financial USA Company March 2012 - May 2013
National Residential Mortgage, a service of Heartland Financial USA, Inc. March 2012 - November 2012
Skills
Microsoft Excel, IBM AS/400, Microsoft Access, Cold Calling, Sales, Leadership, Sales Management, Event Management, Advertising, Social Media Marketing, Event Planning, Marketing Communications, Social Media
Education
Scottsdale Community College
Associate's degree, General Studies
lc
The HON Company December 2014 - Present
The HON Company November 2012 - December 2014
Allsteel Company June 2010 - November 2013
St. Ambrose University May 2009 - June 2010
Performance Food Group Thoms Proestler Company May 2007 - May 2009
Metrobank May 2003 - May 2006
US Army Joint Munitions Command May 2002 - May 2003
Wells Fargo Capital Finance May 2001 - August 2001
Skills
Finance, Economics, Budget Process, Event Management, Event Planning, Jack Henry, Microsoft Dynamics, datatel, Oracle, Promotions
Education
St. Ambrose University 1999 — 2003
Bachelor's degree, Finance, General
Wells Fargo Capital Finance January 2014 - Present
Allstate January 2010 - January 2012
Penson Financial Services January 2006 - January 2009
JP Morgan Chase & Co January 1999 - January 2005
Skills
Microsoft Word, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, English, Windows, Research, Outlook, HTML, Data Entry, 10 Key Touch, Typing, Access, General Office Skills
Education
Texas Southern University 1996 — 1998
Business Administration
Lincoln Humanities/Communications Magnet High School 1992 — 1996
Diploma, General Studies
Prime Construction Services August 2012 - Present
Prime Construction Services May 2011 - September 2012
North Scott Foods December 2009 - August 2011
Wells Fargo Capital Finance June 2004 - June 2005
Skills
Management, Organization, Marketing, Social Networking, Friendly Personality, Business-minded, Business Information, Business Analysis, Financials, Microsoft Word, Microsoft Office
Education
St. Ambrose University 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
C.H. Robinson February 2014 - Present
Wells Fargo Retail Finance July 2010 - Present
Wells Fargo Capital Finance April 2010 - July 2010
Skills
Microsoft Office, Credit, Customer Service, Microsoft Excel, PowerPoint, Banking, Outlook, Microsoft Word, Financial Analysis, Cash Management, Finance, Time Management, Sales, Data Entry, Mortgage Lending, Strategic Financial..., Access, Accounting, Teamwork, Customer Satisfaction, Insurance
Education
Stony Brook University 2007 — 2010
BS, Business Management Focus on Finance, Economics
Wells Fargo Capital Finance January 2015 - Present
Wells Fargo Capital Finance July 2012 - Present
3T Farms October 2010 - July 2012
MFXchange, US Inc. July 2010 - October 2010
Trophy Lodge September 2008 - June 2010
Greenshield Financial Services February 2008 - August 2008
EWI Risk Services 2001 - 2007
Skills
Reinsurance, Claim, Financial Analysis, Workers Compensation, Insurance, Financial Risk, Risk Management, Accounting, Finance, Internal Controls, Enterprise Risk..., Property & Casualty...
Education
Texas Tech University 1999 — 2001
BBA, Finance
Wells Fargo Capital Finance September 2015 - Present
Wells Fargo Capital Finance September 2013 - September 2015
Wells Fargo Capital Finance March 2013 - September 2013
Wells Fargo August 2011 - March 2013
State Street Corporation March 2010 - September 2011
State Street Mutual Fund Services June 2008 - March 2010
Investors Bank & Trust August 2007 - June 2008
Legacy Investors Bank & Trust August 2006 - August 2007
Skills
Relationship Management, Distressed Debt, Underwriting, Credit Analysis, Business Analysis, Capital Markets, Credit Risk, Investment Management, Bloomberg, Portfolio Management, Banking, Microsoft Excel, Financial Analysis, Budgets, Corporate Finance, Financial Modeling, Fixed Income, Outlook, Essbase, Finance, Credit, Analyst, PowerPoint, Access, Budget, Microsoft Office, Valuation
Education
Suffolk University - Sawyer School of Management 2009 — 2011
MBA, Finance, 3.9
The University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Finance
Wells Fargo Capital Finance November 2006 - Present
Education
Schreiner University
BA Psychology
Wells Fargo Capital Finance August 1996 - Present
Skills
Business Analysis, Financial Analysis, Banking, Microsoft Excel, Risk Management, Analysis, Finance, Portfolio Management, Financial Modeling, SDLC
Education
The University of Findlay
Education
Wells Fargo Capital Finance September 2012 - Present
Prospect Mortgage, LLC March 2010 - September 2012
WMC, GE Money January 2006 - February 2010
Toyota Financial Serivces January 2003 - December 2005
Homestore Inc. July 2000 - December 2002
Los Angeles Times February 1997 - August 1999
Ernst & Young October 1994 - January 1997
Skills
Financial Accounting, Financial Analysis, Accounting, Financial Modeling, Business Analysis, Forecasting, Financial Reporting, Finance, Auditing, Strategic Financial...
Education
The Anderson School at UCLA 1999 — 2001
MBA
Cal. State University, Los Angeles
BS, BA
Wells Fargo Capital Finance February 2014 - Present
Wells Fargo Capital Finance, Lender Finance January 2010 - February 2014
Wells Fargo Capital Finance, Lender Finance October 2008 - January 2010
Citigroup January 2007 - September 2008
Citi January 2004 - December 2006
Skills
Credit Analysis, Credit, Loans, Portfolio Management, Banking, Commercial Lending, Credit Risk, Financial Analysis, Commercial Banking, Financial Modeling, Underwriting, Risk Management, Relationship Management, Financial Risk, Finance
Education
Southern Methodist University - Cox School of Business 2008 — 2009
MBA
Texas A&M University - Mays Business School 1997 — 2001
BBA
Terra Nova Energy, LP May 2011 - Present
Wells Fargo Capital Finance April 2006 - May 2011
CSG Investments, Inc. January 2004 - April 2006
Bowne August 1996 - January 2004
Skills
Onshore, Mergers & Acquisitions, Energy, Banking, Capital Markets, Financial Analysis, Energy Industry, Risk Management, Credit Analysis, Due Diligence, Portfolio Management, Financial Modeling, Asset Management, Cash Management, Loans, Financial Structuring, Investments, Finance, Corporate Finance, Business Analysis, Underwriting, Valuation, Loan Origination, Structured Finance, Credit, Private Equity, Fixed Income, Real Estate Economics
Education
Southern Methodist University - Cox School of Business 1999 — 2002
MBA, Finance
Texas Tech University - Rawls College of Business 1993 — 1996
BBA, Management
Wells Fargo Capital Finance August 1999 - Present
PricewaterhouseCoopers July 1997 - July 1999
Education
San Diego State University-California State University
BS, Accounting
University of Southern California - Marshall School of Business
MBT
Wells Fargo Capital Finance June 2008 - Present
Durkin Group LLC January 2006 - June 2008
Guaranty Bank February 2002 - January 2006
Skills
Credit, Due Diligence, Loans, Finance, Asset Based Lending, Financial Reporting, Financial Modeling, Auditing, Commercial Banking, Investment Banking
Education
Texas A&M University - Mays Business School 1995 — 1998
BBA, Finance / Accounting
Wells Fargo Capital Finance January 2015 - Present
Financial Assets Advisors, L.L.C. 2010 - January 2015
GMAC Health Capital March 2004 - June 2010
GMAC ResCap September 1999 - March 2004
PricewaterhouseCoopers 1999 - 1999
Chase Bank (now JP Morgan Chase) 1997 - 1999
Associates Financial Services (now part of Citigroup) 1991 - 1997
Skills
Valuation, Portfolio Management, Mergers & Acquisitions, Credit, Private Equity, Loans, Securitization, Financial Services, Structured Finance, Loan Origination, Analysis, Underwriting, Asset Based Lending, Acquisitions, Credit Analysis, Banking, Risk Management, Credit Risk, Financial Structuring, Capital Markets, Treasury Management, Finance, Corporate Finance
Education
Southern Methodist University 1990 — 1991
MBA, Finance
The University of Texas at Austin 1982 — 1986
BBA, Finance/MIS
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance October 2011 - August 2012
Wells Fargo Capital Finance April 2010 - October 2011
Wells Fargo Foothill May 2007 - April 2010
Wells Fargo Foothill July 2005 - May 2007
Wells Fargo Foothill June 2004 - July 2005
Wells Fargo Foothill October 2002 - June 2004
Arthur Andersen 2000 - 2001
Education
UCLA Anderson School of Management 2007 — 2010
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 1995 — 2000
BBA, BA, Management Information Sciences, Marketing, Spanish
Absolute Renewable Energy Group March 2012 - Present
Just4u Transit, January 2011 - Present
Wells Fargo Capital Finance February 2001 - December 2010
Standard Chartered Bank August 1989 - December 1999
Skills
Risk Management, Financial Analysis, Business Analysis, Banking, Corporate Finance, Credit Risk, Business Process..., Strategic Planning, Financial Reporting, Valuation, Business Strategy, Coaching, Training, Start-ups, Contract Negotiation, New Business Development, Portfolio Management, Finance
Education
The Johns Hopkins University - Carey Business School 2006 — 2009
mba
The Johns Hopkins University - Carey Business School 2006 — 2008
Strayer University 2002 — 2005
Bachelor of Science (B.Sc.), Accounting
Citizens Financial Group, Inc. 2014 - Present
Wells Fargo Capital Finance 2007 - June 2014
Wells Fargo Foothill 2001 - 2007
RBS Citizens 1999 - 2001
U.S. Trust 1992 - 1999
Recoll Management Corporation 1991 - 1992
First City Texas N.A. 1989 - 1991
MCorp N.A. 1984 - 1989
Education
Texas Tech University 1976 — 1980
Bachelor's Degree, B.S. - Finance and Economics
Wells Fargo Capital Finance August 2010 - April 2015
Citi October 2004 - August 2010
ABN AMRO 1998 - 2004
CoreStates Bank 1996 - 1998
First Chicago 1974 - 1996
Skills
Banking, Mergers & Acquisitions, Trading, Trade Finance, Risk Management, Business Strategy, Finance, Loans, Project Management, Process Improvement, Portfolio Management, Relationship Management, Management, Financial Risk, Credit, Commercial Banking, Financial Analysis, Business Process..., Cash Management, Financial Services, Treasury Management, Structured Finance, Payments, Corporate Finance, Credit Risk, Financial Modeling, Credit Analysis, Commercial Lending
Education
UCLA Anderson School of Management 1990 — 1992
Wells Fargo Commercial Banking September 2014 - Present
Wells Fargo Capital Finance March 2007 - Present
Wells Fargo Bank September 2006 - March 2007
Wells Fargo Bank - U.S. Corporate Banking 2004 - 2006
Robert W. Baird & Co. January 2004 - August 2004
Skills
Finance, Credit, Credit Analysis, Investment Banking, Loans, Financial Structuring, Analysis, CRM, Business Development, Management, Cash Flow, Auditing, Portfolio Management, Loan Origination
Education
Southern Methodist University - Cox School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Metairie Park Country Day 1995 — 1999
Trinity
Wells Fargo August 2014 - Present
Wells Fargo Capital Finance February 2011 - August 2014
Wells Fargo Bank May 2006 - February 2011
US Bank August 2004 - April 2006
Wells Fargo Bank September 1999 - July 2004
Skills
Treasury Management, Customer Relations, Banking, Customer Service, Treasury Services, Sales, Accounting, Treasury, Credit Risk, Management
Education
The University of North Dakota 1994 — 1998
Bachelor's Degree, Finance and Financial Management Services
Wells Fargo Capital Finance September 2012 - Present
Wells Fargo Capital Finance November 2009 - August 2012
CIT Group September 2007 - October 2009
Banc of America Securities May 2005 - September 2007
Prudential Capital Group June 2004 - May 2005
Prudential Capital Group September 2002 - June 2004
Salomon Smith Barney July 2001 - June 2002
Skills
Investments, Financial Modeling, Financial Analysis, Investment Banking, Portfolio Management, Due Diligence, Corporate Finance, Credit Analysis, Valuation, Finance
Education
Texas A&M University 1997 — 2001
BBA, Finance
Leverage Global Partners June 2013 - Present
Wells Fargo Capital Finance May 2004 - June 2013
Skills
Debt, Leveraged Finance, Corporate Finance, Credit Analysis, Loans, Financial Modeling, Portfolio Management, Financial Structuring, Business Development, International Sales, Sales Management, Internet Entrepreneur, Direct Sales, Asset Based Lending, Capital Markets, Commercial Banking, Commercial Lending, Credit, Mergers, Public Speaking
Education
San Diego State University-California State University
Bachelor of Science (BS), Finance, General
University of Santa Monica 2011 — 2013
Master's degree, Spiritual Psychology
Bank of America October 2012 - Present
ettain group June 2012 - October 2012
ettain group September 2011 - May 2012
Wells Fargo Capital Finance June 2007 - August 2011
Ace Mortgage Funding March 2006 - June 2007
Ameriquest October 2005 - March 2006
Xerox October 2000 - December 2004
Danka Office Imaging March 1999 - October 2000
Universal Toyota August 1998 - March 1999
Skills
Project Management, Sales, Business Analysis, Account Management, Talent Acquisition, Vendor Management, Applicant Tracking..., Recruiting, Cold Calling, Sourcing, Networking, Technical Recruiting, Salesforce.com, Internet Recruiting, Contract Recruitment, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Second Mortgages, Fixed Rate Mortgages, Reverse Mortgages, Management, Consulting, Leadership, Loans
Education
St. Joseph by the Sea
The University of Texas at San Antonio
Business Administration and Management, General
Wells Fargo Capital Finance February 2014 - Present
Wells Fargo Capital Finance September 2007 - February 2014
Wells Fargo Bank 2005 - 2007
Skills
Financial Modeling, Portfolio Management, Capital Markets, Commercial Lending, Private Equity, Credit Analysis, Financial Analysis, Valuation, Credit, Banking, Due Diligence, Investments, Loans, Corporate Finance, Financial Structuring
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Finance and Strategy
Wells Fargo September 2011 - Present
Wells Fargo Capital Finance May 2009 - September 2011
Wells Fargo Foothill March 2008 - May 2009
Skills
Portfolio Management, Credit Analysis, Loans, Credit, Financial Modeling, Valuation, Banking, Capital Markets, Financial Analysis, Investments, Underwriting, Commercial Lending
Education
The University of Kansas 1994 — 2000
SunTrust May 2015 - Present
GE Capital May 2012 - May 2015
Wells Fargo Capital Finance May 2007 - May 2012
The Summit National Bank / United Commercial Bank June 2006 - May 2007
SunTrust Bank, Inc. (IPLACMENT Agency) August 2005 - June 2006
Wachovia Bank / SouthTrust Bank October 2003 - August 2005
SouthTrust Bank / Wachovia Bank November 2001 - September 2003
SouthTrust Bank / Wachovia Bank November 2000 - November 2001
SouthTrust Bank / Wachovia Bank November 1995 - November 2000
Skills
Documentation, Compliance, Banking, Customer Relations, Risk Management, Accounting, Loans, Customer Service, PowerPoint, Problem Solving, Research, Analysis, Strategic Planning, Outlook, Risk, Excel, Word, Auditing, Due Diligence, Administration, Accounts Receivable, Asset Based Lending, Accounts Payable, Business Analysis
Education
Troy University at Atlanta 2010 — 2011
Master of Science in Management, Information Systems Management
Troy University in Montgomery
Bachelor of Science, Finance
Wells Fargo Capital Finance September 2005 - Present
Wells Fargo Foothill, Inc. June 2003 - September 2005
Fleet Capital Corporation 1999 - December 2002
Skills
Project Management, Technical Writing, Program Management, Compliance Training, Testing, Mentoring, Risk Assessment
Education
University of Houston 1989 — 1991
Master of Business Administration (MBA), Business/Commerce, General
San Diego State University-California State University 1979 — 1984
Bachelor of Science (BS), Finance, General
Marquette Business Credit April 2008 - Present
Marquette Business Credit 2008 - Present
Several major bank-affiliated asset based lenders with national scope. November 1972 - May 2008
Wells Fargo Capital Finance 2004 - 2008
Skills
Asset Based Lending, Commercial Lending, Credit Analysis, Loans, Credit
Education
The University of Texas at Arlington
Bachelor of Arts (B.A.)
Wells Fargo Capital Finance February 2013 - Present
Wells Fargo July 2011 - February 2013
Wells Fargo January 2008 - July 2011
Wells Fargo October 2005 - December 2007
Wipfli LLP August 2003 - September 2005
Education
St. Catherine University 2000 — 2003
BS, Accounting
Wells Fargo Capital Finance December 2010 - Present
Realization Services January 2009 - Present
Wachovia Bank June 2007 - December 2008
Wachovia Bank 2005 - 2007
Wachovia Secuities 2000 - 2005
Wachovia Bank 1998 - 2000
Skills
Asset Based Lending, Capital Markets, Banking, Commercial Banking, Commercial Lending, Corporate Law, Credit, Credit Analysis, Due Diligence, Finance, Financial Analysis, Investment Banking, Investments, Leadership, Loan Origination, Loans, Management, Mergers & Acquisitions, Portfolio Management, Risk Management, Sales, Financial Services, Corporate Finance, Private Equity, Series 7
Education
Thunderbird School of Global Management 1980 — 1981
MBA, Finance
Sewanee-The University of the South 1975 — 1979
BA, Economics, Spanish
Wells Fargo March 2013 - Present
M-Squared Properties, LLC 2006 - Present
Wells Fargo Capital Finance April 2002 - April 2012
Wells Fargo Capital Finance December 1996 - April 2002
Pace Analytical January 1988 - February 1996
Skills
General Ledger, Financial Reporting, Cash Management, Accounting, Account Reconciliation, Forecasting, Acquisition Integration, Budgets, Sarbanes-Oxley, Project Management, Variance Analysis, Process Improvement, Mergers & Acquisitions, Analysis, Payroll, Finance, Banking, Financial Analysis, Treasury Management, Management, Sarbanes-Oxley Act
Education
St. Cloud State University
BS, Accounting, Finance, Management
PORT WASHINGTON STATE BANK October 2012 - Present
Wells Fargo Capital Finance July 2009 - March 2012
Wells Fargo Business Credit September 1998 - November 2009
Wells Fargo Business Credit January 1995 - September 1998
Wells Fargo Business Credit January 1991 - January 1995
Skills
Asset Based Lending, Change Management, Asset Based Finance, Revolving Lines of..., Process Improvement, Risk Management, Talent Management, Commercial Lending, Team Building, Leading Change, Customer Service, ABL, Management, Staff Management, Financial Analysis, Banking, Accounting, Accounts Receivable, Training, Leadership, Sales, Consumer Lending, Retail Banking, Cross Selling, Commercial Banking, Credit Analysis
Education
St. Norbert College 1986 — 1990
BBA, Business Administration
University of Wisconsin-Milwaukee 1995 — 1996
UPCI 2012 - Present
ALR November 2011 - January 2012
Chevron September 2007 - October 2011
Wells Fargo Capital Finance May 2008 - September 2008
Skills
Public Speaking, Organizational..., Leadership Development, Community Outreach, Teaching, Program Management, Management, Servant Leadership, Presentation Development, Process Improvement, Telephone Skills, Event Planning, Highly detail oriented, Professional..., Operations Management, Bible Study, Result Oriented, Customer Service, Biblical Studies, Systematic Theology, Bible Studies, Results Focused, Christian Theology, Presentations, Biblical Teaching, Social Networking, Gospel, Creation Studies, Powerful Prayer, Pastoral Care, Theology, Preaching, Nonprofits, Fundraising, Team Building
Education
Indiana Bible College 2011 — 2013
Bachelor's Degree, Biblical Studies and Theology
Christian Life College 2004 — 2005
None, Theology/Theological Studies
Tacoma Community College 2003 — 2004
BMA, Business Administration, Marketing, Management and Operations
Union Bank August 2012 - Present
US Bank - Commercial Banking December 2009 - August 2012
Wells Fargo Capital Finance March 2008 - December 2009
Wells Fargo, Corporate & Investment Banking June 2006 - March 2008
Skills
Banking, Financial Modeling, Portfolio Management, Credit, Commercial Banking, Investment Banking, Commercial Lending, Credit Analysis, Relationship Management, Financial Analysis, Loans, Lines Of Credit, Corporate Finance, FX Hedging, Capital Structure, Debt & Equity Financing, Credit Risk, Cash Management, Asset Based Lending, Financial Risk, Structured Finance
Education
Tulane University - A.B. Freeman School of Business 2005 — 2006
Master of Finance
Tulane University - A.B. Freeman School of Business 2001 — 2005
Bachelor's degree, Finance & Management
Wells Fargo Capital Finance May 1997 - Present
Bank of New York June 1989 - May 1997
Barclays Business Credit 1989 - 1990
AT Commercial Corp December 1988 - June 1989
Midlantic National Bank June 1986 - December 1988
New Jersey National Bank June 1979 - June 1986
Skills
Asset Based Lending, Risk, Portfolio Management, Underwriting, New Business Development, Financial Risk, Commercial Lending, Loans, Credit Analysis, Credit, Due Diligence, Corporate Finance, Commercial Banking, Mergers & Acquisitions, Finance, Investments, Small Business Lending, Banking
Education
Susquehanna University 1975 — 1979
BS, Accounting
Wells Fargo Capital Finance September 2011 - Present
Wells Fargo Capital Finance August 2010 - September 2011
Wells Fargo Capital Finance June 2008 - August 2010
Wachovia Bank November 2005 - June 2008
Hancock Bank 2003 - 2005
Skills
Credit, Financial Analysis, Banking, Commercial Lending, Credit Analysis, Financial Modeling, Underwriting, Relationship Management, Commercial Banking, Risk Management, Portfolio Management, Asset Based Lending, Corporate Finance, Finance, Financial Risk
Education
University of Southern Mississippi 1998 — 2002
BS, Accounting
Florence High School 1996 — 1998
The NPD Group September 2013 - Present
The Home Depot March 2011 - Present
Wells Fargo Capital Finance April 2006 - August 2008
Chevy Chase Bank June 2004 - April 2006
Skills
Management, Training, Leadership, Credit, Sales, Project Management, Financial Analysis, Customer Service, Marketing, Retail Banking, Retail Sales Analysis, Interfacing, Home Equity Loans
Education
Southern Illinois University, Carbondale 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Capital Finance 2009 - Present
Wachovia Securities, LLC 1999 - 2009
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Finance
Tulane University 1991 — 1995
BA, Communication
Morgan Stanley November 2013 - Present
Bank of America Merrill Lynch March 2010 - October 2013
Citi August 2008 - March 2010
Central Garden and Pet 2003 - 2006
Western Asset Management 2002 - 2003
Wells Fargo Capital Finance 2000 - 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Financial Analysis, Investment Banking, Investments, Private Equity, Capital Markets
Education
UCLA Anderson School of Management 2006 — 2008
MBA, Finance
University of California, Los Angeles 1996 — 2000
BS in Political Science, Political Science with Minor in Business Administration
McKesson Specialty May 2006 - Present
McKesson Specialty January 2006 - February 2012
Wells Fargo Capital Finance 2000 - 2002
AT&T Capital Leasing Services 1989 - 1999
Skills
Strategic Planning, New Business Development, Customer Service, Leadership, Sales Management, Account Management, Public Speaking, Call Centers, Team Building, Customer Satisfaction, Sales Process, Pricing, Process Improvement, Sales, Sales Operations, Direct Sales, Business Development, Time Management, Management, Cold Calling, Contract Negotiation
Education
Temple University 1970 — 1973
Theatre Arts, Communications
Wells Fargo Capital Finance May 2007 - Present
BB&T Commercial Finance August 2000 - May 2007
Education
St. Cloud State University 1980 — 1982
B.S, General Business, Speech Communication
Opus Bank March 2014 - Present
Wells Fargo Capital Finance May 2012 - March 2014
Wells Fargo Capital Finance September 2006 - May 2012
BDO Seidman, LLP September 2004 - May 2006
BDO Seidman, LLP January 2003 - March 2003
Skills
Financial Reporting, Portfolio Management, Financial Analysis, Business Strategy, Financial Modeling
Education
UCLA Anderson School of Management 2009 — 2012
M.B.A., Business
University of California, Los Angeles 2000 — 2004
B.S., Business-Economics
Wells Fargo Capital Finance January 2013 - February 2014
- January 2009 - December 2012
Isarel Discount Bank of New York July 2004 - January 2009
Foster Consulting January 2001 - January 2004
Fleet Capital/Bank of Boston January 1986 - January 2001
Education
New Hampshire College/Southern New Hampshire University
MBA
Stonehill College
B.S, Marketing
Wells Fargo Capital Finance July 2010 - Present
GMAC Commerical Finance February 2006 - June 2010
CIT July 2005 - February 2006
Themis Capital Corporation 2000 - 2005
Guaranty Business Credit February 1997 - September 2000
Fidelity Funding 1996 - 1997
Education
Sam Houston State University
BA, Finance
SunTrust Robinson Humphrey October 2011 - Present
Wells Fargo Capital Finance July 2008 - October 2011
CIT November 2005 - July 2008
JP Morgan Chase May 1997 - November 2005
Skills
Asset Based Lending, Credit Analysis, Factoring, Loan Origination, Syndications, Commercial Finance, Commercial Banking, Loans, Small Business Lending, Structured Finance, Capital Markets, Underwriting
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA, Finance
University of Oklahoma 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Capital Finance June 2015 - Present
Wells Fargo Capital Finance June 2014 - May 2015
Wells Fargo Capital Finance May 2013 - May 2014
Wells Fargo Capital Finance March 2010 - April 2013
Wells Fargo Capital Finance May 2002 - March 2010
Education
Southern New Hampshire University 1981 — 1985
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Bank of the West January 2015 - Present
Wells Fargo Capital Finance 2012 - 2014
Wells Fargo November 2009 - 2012
Wells Fargo 2006 - 2009
Wells Fargo 1997 - 2006
First Interstate Bank 1993 - 1996
First Interstate Bank and Bank of America 1985 - 1993
Skills
Sales, Mergers, Treasury Management, Credit, Loans, Financial Services, Mergers & Acquisitions, Management, Project Management, Banking, Commercial Banking, Risk Management, Portfolio Management, Relationship Management, Cash Management
Education
San Diego State University-California State University
Master of Business Administration (M.B.A.), Marketing and Finance
University of Illiniois
BA, Finance
Wells Fargo Capital Finance April 2012 - Present
CD Group May 2011 - April 2012
Education
University of Georgia - Terry College of Business 2008 — 2011
The University of Georgia
PNC July 2015 - Present
Wells Fargo Capital Finance August 2002 - June 2015
Skills
Asset Based Lending, Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Credit Risk, Finance, Financial Analysis, Financial Modeling, Investments, Loans, Portfolio Management, Cash Management
Education
The University of Texas at Dallas
BS Business and Public Administration, Accounting
Wells Fargo Capital Finance January 2002 - Present
Wells Fargo Capital Finance November 2000 - January 2002
Congress Financial August 1997 - November 2000
The CIT Group March 1994 - March 1997
Skills
Microsoft Excel, Microsoft Word, Financial Analysis
Education
St. John's University 1997 — 2000
Master of Business Administration (MBA), Finance, General, 3.0
The College of Staten Island 1989 — 1996
Bachelor's degree, Accounting, 3.0
The College of Staten Island 1989 — 1996
Bachelor's degree, International Business, 3.2
Wells Fargo Capital Finance June 2015 - Present
Wells Fargo Capital Finance April 2014 - June 2015
Wells Fargo March 2012 - April 2014
Skills
Consumer Lending, Credit, Small Business Lending, Commercial Lending, Retail Banking, Loans, Credit Analysis, Mortgage Lending, Financial Analysis, Microsoft Office, Customer Service, Finance
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science (BS) Business - Finance, Accounting and Finance
Wells Fargo Bank August 1987 - Present
Wells Fargo 1987 - Present
Wells Fargo Capital Finance 1987 - Present
Skills
Credit Analysis, Credit, Financial Analysis, Asset Based Lending, Commercial Lending, Banking, Loans, Commercial Banking, Credit Risk, Portfolio Management, Cash Management, Finance, Underwriting, Financial Modeling, Corporate Finance, Due Diligence, Cash Flow, Small Business Lending, Financial Risk, Risk Management
Education
San Jose State University
Bachelor of Science (BS), Business Administration Finance
Wells Fargo Capital Finance February 2007 - Present
Guaranty Business Credit September 2003 - February 2007
Bank One October 1998 - September 2003
Education
The University of Texas at Austin 1974 — 1977
Bachelor of Business Administration, General Business
Wells Fargo Capital Finance
Skills
Risk Management, Property & Casualty..., Insurance
Education
Seton Hall University 1966 — 1970
Bachelor of Science (BS) Education, Secondary Education and Communiations
Wells Fargo Capital Finance April 2010 - Present
Skills
Credit, Customer Service, Microsoft Office, Loan Origination, Loans, Credit Analysis, Banking, Residential Mortgages, Mortgage Lending, Commercial Lending, Mortgage Banking, Credit Risk, Refinance, Underwriting, FHA, Financial Analysis, Risk Management
Education
The University of Akron
Wells Fargo Capital Finance September 2011 - Present
ResMAE Mortgage Corporation April 2004 - August 2007
Long Beach Mortgage March 2001 - March 2004
Skills
20+ years experience in...
Education
San Diego State University-California State University 1983 — 1985
Master of Science (MS), Biometry/Biometrics
San Diego State University-California State University 1980 — 1983
Bachelor of Science (BS), Zoology/Animal Biology
Wells Fargo Capital Finance July 2012 - Present
Culinaria January 2012 - June 2012
Kirk Marketing Solutions, LLC March 2012 - May 2012
Education
The University of Texas at San Antonio 2010 — 2012
Bachelor of Arts (B.A.), Communications
Wells Fargo Capital Finance September 2008 - Present
Wells Fargo Capital Finance September 2007 - September 2008
Wells Fargo Capital Finance August 2004 - September 2007
Skills
Loans, Asset Based Lending, Credit Risk, Banking, Commercial Banking, Commercial Lending, Portfolio Management, Credit, Cash Flow Lending, Credit Analysis, Corporate Finance, Cross Selling, Small Business Lending, Treasury Management, Lines Of Credit, Cash Management, Relationship Management, Loan Origination, Capital Markets, Financial Structuring
Education
The University of Texas at Arlington 2000 — 2004
Bachelor's degree, Finance, General
TPG Capital 2014 - Present
Goldman Sachs 2012 - 2014
Wells Fargo Capital Finance June 2011 - August 2011
Castle Pines Capital May 2010 - August 2010
World Wide Technology May 2008 - August 2009
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, powerpoint, Public Speaking, Risk Management
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Wells Fargo Capital Finance February 2007 - Present
Education
The Catholic University of America
BA, American Government and Politics (United States)
The John Marshall Law School
Juris Doctor, Law
The Maret School
MovingAZ Realty October 2012 - Present
Wells Fargo Capital Finance August 2011 - September 2012
Newland Real Estate Group November 2008 - April 2011
Skills
Real Estate Transactions, Leases, Real Estate Development, Sellers
Education
San Antonio College
Associate's degree, Accounting and Finance
Wells Fargo Capital Finance
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
The University of Memphis
Vanderbilt University
Bachelor of Science (B.S.), Human Development/Music/PreMED
Wells Fargo Capital Finance September 2013 - Present
Education
St. Cloud State University 2008 — 2011
Bachelor of Science (BS), Information Systems
JPMorgan Chase January 2014 - Present
Wells Fargo Capital Finance 2012 - 2013
Skills
GoldenGate, Oracle Enterprise..., Oracle RAC, Oracle PL/SQL..., Oracle Applications, Microsoft SQL Server, SQL*Plus, SQL Tuning
Education
St. Mary's University 2011 — 2012
Master's degree, Computer Science
Sam Houston State University 2010 — 2011
Master's degree, Computer Science
Weatherby Healthcare April 2014 - Present
Wells Fargo September 2011 - March 2014
Wells Fargo Capital Finance March 2011 - August 2011
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
State University of New York College at Buffalo 2000 — 2004
Business Administration, Management and Operations
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo Capital Finance June 2012 - September 2014
Wells Fargo Capital Finance July 2008 - June 2012
AXA Advisors July 2006 - June 2008
Skills
Finance, Credit, Portfolio Management, Banking, Financial Analysis, Credit Risk, Relationship Management, Commercial Banking, Commercial Lending, Risk Management, Credit Analysis
Education
The University of Dallas 2010 — 2012
Master of Business Administration (M.B.A.), Accounting
Texas A&M University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance