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 March 2014 - Present
CakeLove April 2007 - March 2014
Check n Go February 2006 - March 2007
Skills
Payroll, Budgets, Management, Customer Service, Customer Satisfaction, Microsoft Office, Accounting, New Business Development, Strategic Planning, Microsoft Excel, Public Relations, Financial Analysis, Business Planning, Event Planning, Inventory Management, Team Leadership, Nonprofits, Time Management, Sales, Retail, Coaching
Education
Valley College North 2005 — 2007
San Ignacio de Loyola University 1998 — 2004
Bachelor, Business Administration
USIL 1998 — 2004
Bachelor in business administration, Business Administration and Management, General
Universidad San Ignacio de Loyola 1998 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo Capital Finance November 2013 - Present
Wells Fargo Capital Finance August 2010 - November 2013
The 1010 Project June 2010 - August 2010
MDinfo.com September 2009 - July 2010
University of Denver June 2009 - June 2010
ACORN Argentina August 2008 - December 2008
ALSAC/St. Jude Children's Research Hospital November 2007 - June 2008
Science Museum of Minnesota May 2004 - May 2007
Skills
Microsoft Office, Spanish, Promotions, Fundraising, Customer Service, Volunteer Management, Moody's KMV RiskAnalyst, Program Management, Event Management, Research, Business Development, Program Development, Analysis, Financial Analysis, Social Media, Management, Event Planning, Public Speaking, Microsoft Excel, Marketing
Education
University of Denver 2006 — 2010
Concurrent Degree BsBA/BA, International Business and Spanish
Central High School St 2002 — 2006
Wells Fargo Capital Finance June 2013 - Present
Wells Fargo Capital Finance December 2007 - June 2013
Wells Fargo June 2006 - December 2007
Wells Fargo February 2005 - June 2006
Education
University of Arizona 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
HGL Heartland Grading Corporation January 2007 - Present
Wells Fargo Capital Finance 2000 - 2007
Skills
Marketing Strategy, Professional Business..., Marketing, Sales, Marketing Communications, New Business Development, Strategic Planning, Business Development
Education
Santa Ana Jr. College 1969 — 1970
Associate's Degree, Business Administration and Management, General, 3.8
University of Nebraska-Lincoln 1960 — 1964
Bachelor's Degree, Business, Finance, Economics & Marketing, 3.3
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo Capital Finance July 2013 - July 2015
Wells Fargo Restaurant Finance March 2010 - July 2013
Wells Fargo Credit Management Training Program October 2009 - March 2010
Wells Fargo Restaurant Finance August 2007 - October 2009
Skills
Credit, Finance, Portfolio Management, Capital Markets, Credit Analysis, Loans, Business Development, CRM, Loan Origination, Underwriting, Management, Financial Structuring, Executive Management, Sales, Asset Based Lending, Negotiation, Commercial Real Estate, Financial Modeling, Financial Analysis, Accounts Receivable, Strategic Financial..., Investments, Valuation, Corporate Finance, Mentoring
Education
University of Arizona, Eller College of Management 2003 — 2007
Bachelors of Science, Accounting, Cum Laude
Google September 2015 - Present
Management Leadership for Tomorrow June 2014 - Present
Undergraduate Consulting Club August 2013 - Present
Wells Fargo Capital Finance June 2015 - August 2015
Accuracy May 2014 - June 2014
Heavener Leadership Challenge January 2014 - April 2014
Florida Leadership Academy August 2013 - April 2014
Asociación Norte Joven February 2013 - April 2013
Skills
Leadership, Leadership Development, Teamwork, Fundraising, Networking, Quantitative Analytics, Bilingual-English/Spanis..., Valuation, Corporate Finance, Economics, Financial Analysis, Financial Modeling, Spanish
Education
University of Florida 2012 — 2016
Bachelor of Science (BS), Finance
Wells Fargo Capital Finance July 2014 - Present
Lion Equity Partners July 2013 - June 2014
Wells Fargo June 2012 - September 2013
Kohl's December 2010 - July 2011
USA Karate June 2010 - September 2010
Education
University of Denver 2013 — 2014
Master of Business Administration (MBA), Finance
University of Denver 2009 — 2013
Bachelor of Science in Business Administration, Finance
Wells Fargo Capital Finance 2011 - Present
Wells Fargo 2010 - 2010
Wells Fargo 2008 - 2010
Houlihan Lokey 2007 - 2008
TerraVest Capital / Nicollet Capital Partners 2006 - 2007
University Capital Strategies Group 2005 - 2006
Skills
Credit Analysis, Valuation, Asset Management, Mergers & Acquisitions, Mergers, Credit, Portfolio Management, Private Equity, Finance, Investments, Credit Risk, Financial Structuring, Venture Capital, Investment Banking, Hedge Funds, Financial Modeling
Education
University of Minnesota-Twin Cities 2003 — 2007
Finance, High Honors
Centres for Academic Programmes Abroad (CAPA) - London 2005 — 2005
Finance
Wells Fargo Capital Finance March 2011 - Present
Wells Fargo Capital Finance July 2008 - March 2011
PNC June 2007 - July 2008
MB Financial Bank May 2006 - June 2007
Skills
Banking, Credit, Loans, Relationship Management, Financial Analysis, Financial Services, Retail Banking, Operational Risk, Consumer Lending, Commercial Lending, Sales, Branch Banking, Customer Service, Microsoft Office, Cross Selling, Strategic Planning, Microsoft Excel, Small Business Lending, Risk Management, Loan Origination
Education
University of Illinois at Chicago 2001 — 2005
Bachelor, Marketing
University of Illinois at Chicago 2000 — 2005
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Rabo AgriFinance April 2015 - Present
Sync Financial, LLC May 2013 - April 2015
Wells Fargo Capital Finance April 2008 - May 2013
First Horizon January 2006 - April 2008
First National Bank of Colorado 2004 - 2006
Platte Valley State Bank and Trust 2000 - 2004
Skills
Financial Analysis, Management, Finance, Portfolio Management, Credit Analysis, Credit, Banking, Risk Management, Commercial Banking, Commercial Lending, Asset Based Lending, Loans
Education
University of Nebraska at Kearney 2000 — 2004
Bachelor of Science (BS), Business Administration with a Finance Emphasis
Wells Fargo Capital Finance May 2015 - Present
Wells Fargo Capital Finance July 2011 - May 2015
Skills
Banking, Credit, Analysis, Team Building, PowerPoint, Microsoft Excel, Loan Origination, Microsoft Office, Financial Modeling, Financial Reporting, Accounting, Forecasting, Risk Management, Underwriting, Loans, Finance, Credit Analysis, Financial Analysis, Commercial Lending, Portfolio Management, Credit Risk
Education
University of Denver 2015 — 2017
Professional Masters of Business Administration
University of Miami - School of Business 2007 — 2011
B.A., International Finance and Marketing
Wells Fargo Capital Finance April 2011 - Present
Doris Topsy-elvord Academy 2012 - 2013
Skills
Credit, Banking, Loans, Credit Analysis, Portfolio Management, Mortgage Lending, Commercial Banking, Commercial Lending, Financial Analysis, Loan Origination, Retail Banking, Small Business Lending, Risk Management, Underwriting, Finance, Credit Risk, Relationship Management, Mortgage Banking, Investments, Consumer Lending, Financial Risk, Corporate Finance, Financial Modeling
Education
Rancho Cucamonga High School
University of La Verne
Business Administration and Management, General
Wells Fargo January 2013 - Present
CoBank December 2011 - January 2013
Wells Fargo Capital Finance February 2006 - December 2011
National City Bank March 2004 - February 2006
Skills
Relationship Management, Portfolio Management, Underwriting, Auditing, Strategy, Management, Credit, Loans, Banking, Financial Services, Cash Management, Financial Risk, Financial Analysis, Credit Risk, Strategic Financial..., Finance, Financial Modeling, Risk Management, Asset Management, Valuation, Commercial Lending, Corporate Finance, Credit Analysis
Education
University of Kentucky
BS, Accounting
clint long
Wells Fargo Capital Finance July 2014 - Present
Wells Fargo Capital Finance May 2013 - August 2013
Innovation, Design, and Entrepreneurship Association (IDEA) January 2013 - May 2013
UIUC Capital Markets Group August 2012 - May 2013
Innovation, Design, and Entrepreneurship Association (IDEA) August 2012 - December 2012
United States Air Force August 2010 - October 2011
Education
University of Illinois at Urbana-Champaign 2010 — 2014
BS, Economics Minor in Mathematics
Wells Fargo Capital Finance September 2015 - Present
Wells Fargo Capital Finance July 2013 - August 2015
Wells Fargo Capital Finance June 2012 - August 2012
Deloitte January 2012 - February 2012
Young Life May 2010 - July 2010
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Banking and Finance, Cum Laude Graduate
Wells Fargo Capital Finance August 2015 - Present
Wells Fargo Securities February 2015 - August 2015
Wells Fargo Capital Finance August 2014 - February 2015
The Hershey Company May 2013 - June 2014
Zabibu Centre March 2013 - May 2013
University of Minnesota - Orientation and First Year Programs January 2012 - September 2012
Skills
Leadership, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing Research, Public Speaking, Event Planning, Social Media, Time Management, Critical Thinking, Marketing, Sales
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science in Business, Marketing
Wells Fargo February 2014 - Present
JJL Process Corp. September 2012 - October 2013
Wells Fargo Capital Finance June 2008 - August 2012
Skills
Asset Based Lending, Leveraged Lending, Commercial Lending, Credit Analysis, Credit, Loans, Commercial Banking, Treasury Management, Banking, Portfolio Management, Risk Management
Education
University of Denver 2008 — 2009
Master of Science (M.S.), Finance
University of Denver 2007 — 2008
Master of Business Administration (MBA), Marketing
University of Denver 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum Laude
Wells Fargo Capital Finance June 2014 - Present
Comerica Bank April 2012 - June 2014
Imperial Capital, LLC November 2011 - April 2012
UC Santa Cruz January 2011 - March 2011
Skills
Financial Analysis, Financial Modeling, Underwriting, Commercial Lending, Excel, Risk Management, Cash Flow Lending, Microsoft Excel, R, Java, PowerPoint, Access, HTML, Thomson One, Bloomberg Terminal, Capital IQ, Leveraged Finance, Stata
Education
University of California, Santa Cruz 2007 — 2011
B.A. with Honors, Business Management Economics
Industrial Scientific October 2007 - Present
GMFS August 2005 - September 2007
Wells Fargo Capital Finance August 2004 - August 2005
Skills
New Business Development, Sales Management, Selling, Customer Service, Training, Sales, Key Account Management, Account Management, Salesforce.com, Negotiation, International Sales, Sales Process, Leadership, Management, Team Leadership, Manufacturing, Contract Negotiation, Sales Operations, Sales Presentations, Direct Sales, Product Management, Solution Selling, Cold Calling, Key Account Development, Continuous Improvement, Business Development, Pricing, Strategic Planning, Cross-functional Team..., B2B, Product Development, Marketing Strategy
Education
University of Mississippi 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Family and Consumer Sciences/Human Sciences Communication
Wells Fargo June 2013 - Present
Wells Fargo March 2012 - June 2013
Wells Fargo Capital Finance April 2010 - March 2011
Wells Fargo October 2007 - April 2010
Skills
Treasury Management, Commercial Banking, Accounts Receivable, Analysis, Credit Analysis, Financial Analysis, Cash Management, Accounting, SBA, Relationship Management, Treasury Services, Cash Flow, Finance, Investments, Loans, Microsoft Word
Education
University of California, Davis 2003 — 2007
BA, Economics, Communications
Wells Fargo July 2013 - Present
Wells Fargo Capital Finance June 2012 - August 2012
Harleysville Insurance June 2011 - August 2011
University of Delaware Calling Center January 2011 - March 2011
Hoffman's Marina June 2008 - August 2008
Skills
Bloomberg, Data Analysis, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Wells Fargo 2012 - Present
Wells Fargo Capital Finance 2009 - Present
Wells Fargo Business Credit 1999 - 2009
Wells Fargo Business Credit 1996 - 1999
Norwest Bank Corporation 1991 - 1995
Skills
Banking, Vendor Management, Business Analysis, Process Improvement, Strategic Planning, Program Management, Project Management, Change Management, Data Warehousing, Risk Management, Requirements Analysis, SharePoint, Technology Solutions, Acquisition Integration, Desktop Administration, Help Desk Implementation, Help Desk Support, Commercial Lending
Education
University of Minnesota-Twin Cities
Wells Fargo Capital Finance March 2005 - Present
Prudential Capital Group 2002 - 2005
Skills
Refinance Transactions, Private Equity, Commercial Banking, Leveraged Finance, Mergers, Acquisition Analysis, Deal Structuring, Negotiation, Turnaround Situations, Bankruptcy, Buyouts, Investment Banking, Corporate Finance, Strategy Development, Financial Analysis, Financial Modeling, Asset Management, Equities, Mergers & Acquisitions, Business Valuation, Series 7, Investment Advisory, Investments, Finance, Financial Structuring, Valuation, Portfolio Management, Funding, Loans, Credit, Executive Management, Underwriting, Leadership, Due Diligence, Banking
Education
University of Michigan 1998 — 2002
BA, Economics
PuroClean June 2015 - Present
IM HealthScience March 2015 - June 2015
SERVPRO of Birmingham February 2014 - March 2015
Wells Fargo Capital Finance November 2011 - December 2012
Alpha Tau Omega Fraternity August 2010 - December 2010
Alpha Tau Omega Fraternity January 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Communication, Marketing, Organization, Highly Detailed, Science, Fitness, Writing, Leadership, Exceptional Listener, PowerPoint, Marketing Strategy, Marketing Research, Golf, Community Service, Analysis, Customer Service, Sales Operations, Sales, Cold Calling
Education
University of Montevallo 2009 — 2011
BA, Marketing, 3.2 GPA
University of Mobile 2007 — 2009
BA, Management Major, 3.65 GPA, Dean's List
Wells Fargo Capital Finance September 2015 - Present
Wells Fargo Capital Finance July 2014 - September 2015
Wedbush Securities May 2011 - June 2014
University of Central Florida August 2008 - August 2010
National Australia Bank May 2008 - July 2008
Skills
Financial Modeling, Finance, Capital Markets, Credit, Financial Analysis, Credit Analysis, Investments, Corporate Finance, Portfolio Management, Risk Management, Bloomberg Terminal, Commercial Banking, Investment Banking, Accounting, DCM, Banking, Margin, Wholesale Banking, Trading, Asset Based Lending, Syndications, Microsoft Office
Education
University of Central Florida
B.S., Finance
UCLA Extension 2014 — 2015
Accounting
Wells Fargo Capital Finance November 2010 - Present
KBR, Inc. December 2006 - December 2009
Education
Alemada University 2009 — 2012
Bachelor of Applied Science (B.A.Sc.), Software Development
University of Maryland University College 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
SunTrust Bank June 2013 - Present
Wells Fargo Capital Finance January 2010 - June 2013
Wells Fargo Corporation September 1987 - June 2013
Skills
Banking, Loans, Credit, Series 7, Portfolio Management, Asset Based Lending, Underwriting, Loan Origination, Credit Analysis, Commercial Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Treasury Management, Middle Market, Credit Risk, Financial Structuring, Relationship Management, Capital Markets, Structured Finance, Business Development, Financial Services, Funding, Factoring, Mortgage Lending, Finance
Education
UNC Chapel Hill 1983 — 1987
Bachelor of Arts (BA), History
Woodbery Forest School 1979 — 1983
Graduate
Wells Fargo Capital Finance August 2011 - Present
Skills
Teller Operations, Mortgage Banking, Personal Training
Education
University of Nevada-Reno 2011 — 2015
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Wells Fargo Capital Finance July 2015 - Present
Fidelity Investments 2013 - July 2015
Charles Schwab 2012 - 2013
Charles Schwab 2011 - 2013
University of Iowa - Krause Fund 2009 - 2009
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2004 — 2009
Bachelor of Arts (B.A.), Minor: Communications Studies
Wells Fargo Capital Finance October 2014 - Present
Apex Systems January 2014 - October 2014
CIGNA Healthcare February 2013 - November 2013
Randstad Technologies US October 2011 - February 2013
Compudyne, Inc February 2010 - August 2011
UnitedHealth Group May 2006 - June 2009
Accenture October 2005 - May 2006
Best Buy Co., Inc March 2004 - October 2005
Best Buy Co., Inc April 2003 - March 2004
Eschelon Telecom, Inc May 2000 - April 2003
Skills
Voice & Data Convergence, Cross-functional Team..., Management, CRM, Requirements Analysis, Telecommunications, Strategy, Enterprise Software, VoIP, Solution Architecture, ERP, Leadership, Six Sigma, PMP, Servers, Software Development, E-commerce, Analysis, Vendor Management
Education
University of Minnesota 1996 — 1998
Bachelor of Arts, History; Computer Science; Mathematics, Statistics and Economics
University of Minnesota Duluth 1996 — 1998
Bachelor of Arts (B.A.), History
Wells Fargo Capital Finance May 2014 - Present
Wells Fargo Energy Group August 2010 - April 2014
Wells Fargo Commercial Banking October 2008 - July 2010
Skills
Portfolio Management, Asset Based Lending, Credit Analysis, Corporate Finance, Business Development, Credit, Finance, Leveraged Finance, Financial Modeling, Private Equity, Investment Banking, Corporate Banking, Commercial Banking, Mergers & Acquisitions, Underwriting, Loan Origination, Financial Analysis, Sponsor Finance, Business Valuation, LBO, Recapitalizations, Syndications, Energy Finance, Business Turn-arounds
Education
University of Houston, C.T. Bauer College of Business 2003 — 2008
BBA in Finance, Minor in Accounting
NorthBay Healthcare May 2013 - Present
Safeway April 2011 - April 2013
Wells Fargo Capital Finance August 2009 - February 2011
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Forecasting, Strategic Financial..., Finance, Variance Analysis, Accounting, Credit Analysis, Credit, Account Reconciliation, Microsoft Excel, Budgets, Auditing, Analysis, Financial Planning
Education
University of California, Davis 2004 — 2009
B.S., Managerial Economics
Wells Fargo Capital Finance 2009 - Present
GB Merchant Partners 2007 - 2009
Education
University of Iowa - Henry B. Tippie College of Business
BA and MBA, Accounting/Finance
The Home Depot April 2014 - Present
Wells Fargo Capital Finance August 2012 - February 2014
Lazear Capital Partners March 2012 - May 2012
Peace Corps June 2008 - July 2010
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Investment Banking, Due Diligence, Economics, Quantitative Analytics, Financial Reporting, Strategic Planning, Financial Forecasting, SQL
Education
The Ohio State University, Fisher College of Business 2011 — 2012
Specialized Masters in Finance
Université Lumière LYON 2, Centre International d'Études Françaises 2010 — 2010
Diploma with high honors, French Language Studies
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
Bachelor of Science, Economics
Holland & Knight LLP May 2015 - Present
Chase September 2013 - May 2015
Bank of America August 2010 - September 2013
Bank of America February 2005 - August 2010
Bank of America September 2004 - February 2005
Wells Fargo Capital Finance September 2003 - July 2004
American National Bank July 1996 - May 2002
Skills
ARIS, Microsoft Office, Visio, Leadership, Financial Services, PMO, Banking, Risk Management, Process Improvement, Financial Analysis, Credit, Loans, Business Analysis, Finance, Business Process..., Sales Management, Sales, Portfolio Management, Marketing, Financial Risk, Project Management, Management, Program Management, Mortgage Lending
Education
University of Miami - School of Business 2008 — 2010
Executive Masters in Business Administration, MBA
University of Nebraska-Lincoln 1996 — 2001
Bachelor of Science Business Administration, Finance
University of South Florida
Six Sigma, Green Belt Training
Stewart Lender Services November 2010 - Present
Arrow Electronics February 2010 - October 2010
Wells Fargo Capital Finance June 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investments, Equities, Corporate Finance, Portfolio Management, Equity Research, Bloomberg Terminal, Finance, Fixed Income, Microsoft Excel, Capital Markets
Education
University of Denver - Daniels College of Business 2005 — 2009
BSBA, Finance
Opus Connect August 2015 - Present
Marcum LLP May 2010 - Present
TAAAPs May 2011 - Present
Union College Business Network - NYC Chapter January 2007 - Present
Wells Fargo Capital Finance March 2009 - May 2010
Capital Business Credit/Capital TempFunds February 2008 - February 2009
Signature Bank April 2006 - February 2008
Sterling National Bank March 1999 - April 2006
Citibank February 1985 - March 1999
Skills
Public Speaking, Sales Process, Event Management, Credit Analysis, Speaking Engagements, Sports Marketing, Credit, Funding, Banking, Hedge Funds, New Business Development, Private Equity, Investment Banking, Accounting, Middle Market, Mergers, Factoring, Commercial Banking, Investments, Commercial Lending, Business Development
Education
New York University - Leonard N. Stern School of Business 1987 — 1992
MBA, Finance
Union College 1979 — 1983
BA, Economics
Wells Fargo April 2008 - Present
JDM EGO June 2006 - December 2012
Wells Fargo Capital Finance April 2006 - April 2008
Wells Fargo Capital Finance January 2004 - March 2006
Wells Fargo Capital Finance January 2002 - December 2003
Vicencia and Buckley Insurance Agency June 1999 - December 2001
FINOVA Capital Corporation May 1998 - December 1998
Skills
Outlook, PowerPoint, Customer Service, Microsoft Excel, Risk Management, Banking, Microsoft Word, Project Management, Financial Analysis, Microsoft Office, Marketing, Data Analysis, Credit, Finance, Financial Modeling, Forecasting, Commercial Lending, Business Development, Loans
Education
University of California, Los Angeles 1995 — 2003
B.A. Economics, Economics
Whitney High School 1991 — 1995
Wells Fargo Capital Finance August 2010 - Present
Skills
Commercial Lending, Asset Based Lending, Banking, Loans, Financial Analysis, Restructuring, Capital Markets, Commercial Banking, Portfolio Management, Credit Analysis, Credit, Coaching, Leadership, Team Building, Problem Solving, Drive for Success, Finance, Management, Financial Modeling
Education
University College Dublin 1993 — 1994
Higher Diploma in Business Studies, Graduate Diploma
University College Dublin 1989 — 1993
Bachelor of Science (B.Sc.), Pharmacology with a minor in Industrial Microbiology
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo - Commercial Banking Group June 2013 - October 2014
Chapwood Capital Investment Management, LLC May 2012 - August 2012
UGA Office of Public Affairs Internship May 2011 - August 2011
MetLife Bank June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance, Financial Modeling, Social Media, Investments, Access, Credit Analysis, Due Diligence, Financial Analysis
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Banking and Finance
Highland Park High School (HPHS) 2005 — 2009
Sole endeavor March 2015 - Present
Arguss Law Firm May 2014 - Present
Sole Proprietor January 2010 - Present
De Novo Machinist Company January 2014 - May 2014
Wells Fargo November 2013 - December 2013
Wells Fargo Capital Finance July 2012 - November 2012
Film Industry 2008 - 2009
Hmong Universal Inc. 2006 - 2009
Bertroche Law Offices May 2006 - September 2006
Congressional Campaign - Iowa June 2004 - November 2004
Skills
Legal Compliance, Legal Research, Legal Advice, Legal Assistance, Legal Documents, Library, Business Development, Business Strategy, Adaptability, Highly versatile, Oral & Written..., Public Speaking, Research Projects, Legal Discovery, Humor, Flexible Schedule, Always Willing to Learn, Travel, Internet Banking, Internet Explorer, Mobile Communications, Objectivity, Leadership, Estate Planning, Analysis, Appeals, Product Liability, Legal Writing, Social Media, Intellectual Property, Business Planning, Insurance, Strategy, Entrepreneurship, Marketing, Research, Start-ups, Corporate Governance, Social Networking, Policy Analysis, Legal Issues, Social Media Marketing, Litigation Support, Strategic Planning, Training, Event Planning, Litigation
Education
Proschools.com 2014 — 2014
Mortgage Loan Originator: exam Training, Lending/Mortgage Industry...Basic principles and legal regulations
University of Iowa College of Law 2000 — 2003
JD, Law
University of Iowa 1995 — 2000
Bachelor of Business Administration (BBA), Accepted into the College of Business, 3.4
University of Iowa 1996 — 2000
Minor - Film Studies/Communications, Film Theory and Industry, 3.19
Roosevelt High School 1991 — 1995
High School Diploma, General, 4.0
MALDEF September 2011 - Present
MALDEF May 2010 - September 2010
Wells Fargo Capital Finance May 2009 - September 2009
Center for the Study of the Presidency and Congress 2007 - 2008
United States Senator Barbara Boxer September 2006 - December 2006
Education
University of California, Los Angeles - School of Law 2008 — 2011
J.D., Law
University of California, Los Angeles 2004 — 2008
B.A., Political Science, Public Affairs
Wells Fargo Capital Finance August 2014 - Present
Wells Fargo Capital Finance July 2013 - August 2014
Wells Fargo Capital Finance August 2011 - July 2013
Wells Fargo Capital Finance July 2010 - July 2011
SEC Excursions May 2009 - May 2010
Halcyon Asset Management May 2009 - July 2009
NBC Securities Inc. 2007 - 2007
Skills
Financial Analysis, Credit Analysis, Underwriting, Loans, Portfolio Management, Credit, Banking, Commercial Lending, Finance
Education
University of Georgia - Terry College of Business 2006 — 2010
BBA, Finance
KellyMitchell Group, Inc 2015 - Present
NetEffects 2014 - 2015
Wells Fargo Capital Finance 2013 - 2014
Synergistic Professional Search 2013 - 2014
Citi 2006 - 2013
Coldwell Banker Gundaker 2003 - 2006
Skills
Mortgage Lending, Refinance, Mortgage Banking, FHA, Loan Origination, Residential Mortgages, Loans, VA loans, FHA financing, USDA, Credit, Banking, Government Loans, Credit Analysis, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Construction Loans, Underwriting, Consumer Lending, Non-Conforming, Retail Banking, Credit Risk, Loss Mitigation, Commercial Lending, Loan Servicing, Mortgage Servicing
Education
University of Missouri-Saint Louis 2003 — 2008
BS, Business Administration and Management
University of Missouri-Columbia 2002 — 2003
Grapeman Farms December 2013 - Present
Wells Fargo Capital Finance August 2012 - November 2013
Vivendi Entertainment June 2010 - March 2012
Sony Pictures Entertainment November 2007 - March 2010
Tango Entertainment May 2005 - November 2007
Sony Pictures Entertainment September 2002 - May 2005
PwC August 2001 - September 2002
Skills
Managerial Finance, Information Management, System Development, Forecasting, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, Financial Reporting, Variance Analysis, Hyperion Enterprise, Accounting, Essbase, Consolidation, Internal Controls, Finance, Auditing, Cost Accounting, JD Edwards, Business Process..., Project Management, Analysis, Financial Risk, Business Process, Budgets, Deal Development, Hyperion
Education
University of Kentucky 1999 — 2001
MS, Accounting Information Systems
University of Kentucky 1996 — 1999
BS, Accountancy
Wells Fargo January 2015 - Present
Wells Fargo Capital Finance August 2001 - December 2014
Heller Financial February 1992 - August 2001
KPMG US September 1987 - February 1992
Education
University of Redlands 1995 — 1998
Bachelor of Science, Business Administration and Management, General
University of California, Los Angeles 1985 — 1986
Psychology
Industrielle Alliance December 2009 - Present
Wells Fargo Capital Finance November 2006 - October 2009
Skills
Analyse financière, Finance, Banque, Français, Gestion de portefeuille, Services financiers, Fonds mutuel, Gestion des risques, Investissements, Analyste commercial
Education
Université de Sherbrooke 1986 — 1989
B.A.A., Marketing
Wells Fargo Capital Finance June 2015 - Present
Wells Fargo Home Mortgage August 2012 - June 2015
Liberal Democrats July 2011 - August 2011
Minnesota Senate January 2011 - May 2011
R.T. Rybak for Governor February 2010 - April 2010
Skills
Research, Microsoft Office, PowerPoint, VBA, Outlook, Access, Microsoft Excel, Microsoft Word, HTML, Mac OS X, Windows, Photoshop, SPSS, Firefox, CSS
Education
University of Minnesota - Carlson School of Management 2014 — 2018
Master of Business Administration (MBA), Finance/Information Systems
University of Minnesota-Twin Cities 2008 — 2012
B.A. magna cum laude with distinction, Political Science, History
Wells Fargo Capital Finance July 2014 - Present
Wells Fargo Capital Finance June 2013 - August 2013
Liberty Global November 2011 - December 2012
Starz Entertainment June 2011 - August 2011
Skills
Microsoft Excel, Management, Human Resources, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Social Media, Event Planning, Customer Service, Financial Modeling, Financial Reporting, Leadership, Finance, Valuation, Public Speaking, Time Management
Education
University of Denver - Daniels College of Business 2010 — 2014
BSBA Finance, Accounting, Finance, Leadership
University of New South Wales 2012 — 2012
Study Abroad Program, Accounting and Finance
Arapahoe High School 2006 — 2010
Transom Capital Group 2015 - Present
The Gores Group 2015 - 2015
The Gores Group 2011 - 2015
Wells Fargo Capital Finance 2007 - 2011
PwC 2003 - 2007
Arthur Andersen 2001 - 2001
Skills
Private Equity, Financial Modeling
Education
UCLA 1998 — 2002
BA, International Economics
Wells Fargo Capital Finance July 2015 - Present
America Reads America Counts UIUC August 2011 - May 2015
Mesirow Financial May 2014 - August 2014
Northwestern Memorial Hospital May 2013 - December 2013
Catholic Charities USA June 2012 - August 2012
Skills
Financial Analysis, Accounting, Finance, Financial Reporting, Public Speaking, Microsoft Excel, Risk Management, Portfolio Management, Microsoft Office, Insurance
Education
University of Illinois at Urbana-Champaign 2015 — 2019
Bachelor of Science (B.S.), Accountancy
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Science (B.S.), Accounting
Wells Fargo Capital Finance September 2014 - Present
PwC November 2012 - August 2014
Alabama Math, Science, & Technology Initiative October 2008 - August 2012
Boeing Commercial Airplanes May 2011 - August 2011
UBS Financial Services June 2010 - August 2010
Education
University of Alabama in Huntsville 2007 — 2012
BSBA, Finance & Accounting
RapidAdvance March 2013 - Present
UMBC (Part time professor) January 2010 - Present
Capital Bank November 2011 - March 2013
Wells Fargo Capital Finance April 2008 - October 2011
Presidential Financial July 2004 - January 2008
ProVAR 1988 - 1998
Skills
Banking, Asset-based financing, Factoring, Small business..., Entrepreneur & former..., Credit, Underwriting, Understand unique cash..., Portfolio Management, Lending - cash flow,..., Credit Analysis, Asset Based Lending, Leadership, Business Strategy, Executive Management, Management, Loans, Funding, Finance, Sales, Financial Analysis, Commercial Banking, Marketing, Cash Flow, Credit Risk, Financial Risk, Commercial Lending, Financial Services, Entrepreneurship, Business Development, Risk Management, Strategy, Treasury Management, Small Business Lending, Structured Finance, Accounts Receivable, Small Business
Education
The Wharton School, University of Pennsylvania
MBA, Marketing & Finance
University of Maryland College Park
BS, Information Systems Management
Wells Fargo Capital Finance April 2008 - Present
Microsoft, Parlano Acquisition April 2006 - April 2008
Transcap Trade Finance LLC April 2004 - April 2006
Wheels, Inc. December 1998 - April 2004
Skills
Marketing Strategy, Integrated Marketing, Thought Leadership, Marketing Communications, Content Strategy, Direct Marketing, Lead Generation, Marketing Management, Marketing, Global Marketing, Strategy, Social Media Marketing, Multi-channel Marketing, Leadership, Corporate Branding, B2B Marketing, Management, Market Planning, Advertising, Email Marketing, Brand Development, Direct Mail, Product Marketing, Online Marketing, Digital Marketing, Demand Generation, Brand Awareness, B2B, Segmentation, Digital Strategy, Brand Management, Interactive Marketing, Mobile Marketing, Competitive Analysis, Case Studies, Services Marketing, CRM, Strategic Partnerships, Web Marketing, Online Advertising, Relationship Marketing, Analytics, Messaging, Market Research, Marketing Research, Web Analytics, Social Media
Education
University of Illinois at Chicago
MBA, Marketing, International Business
University of South Florida
BA, Fine Arts
TIAA-CREF July 2014 - Present
Citi April 2013 - July 2014
Wells Fargo Capital Finance May 2010 - April 2013
Amalgamated Bank July 2006 - February 2010
Barclays Capital May 2005 - May 2006
Thomson Reuters March 2004 - May 2005
IBM Corporations March 2004 - December 2004
DEUTSCHE BANK/SCUDDER INVESTMENT July 2001 - November 2002
MORGAN STANLEY & CO. INCORPORATED February 1994 - June 2001
Skills
Compliance, Vendor Management, Outsourcing, Risk, Contract Negotiations, Procurement, Mergers, Negotiation, Strategy, Sourcing, Contract Management, Governance, Due Diligence, Supply Chain, Sarbanes-Oxley Act, Team Management
Education
University of New Haven
Bachelor of Science (BS), International Studies
Yale University/University of New Haven -Paralegal
Wells Fargo Capital Finance February 2014 - Present
Wells Fargo Capital Finance 2011 - February 2014
Wells Fargo Capital Finance 2007 - 2011
Wells Fargo Capital Finance 2001 - 2007
Wells Fargo Capital Finance 1999 - 2001
Wells Fargo Capital Finance 1998 - 1999
Skills
Web Applications, Network Engineering, Network Security, Technical Support, Cisco IOS, Cisco Routers, WLAN, MPLS VPN, Symantec Security, T-SQL Stored Procedures, Microsoft SQL Server, Atlassian JIRA, Agile Application..., Git, JavaScript, SharePoint, Confluence, RSA Ace Server, C#, System Architecture, Application Architecture, Active Directory, System Deployment, Risk Management, Business Analysis, Financial Modeling, IIS, Leadership, Information Technology, SQL, Security, User Experience, Financial Analysis, Banking
Education
UC Riverside 1994 — 1995
TIAA-CREF September 2015 - Present
TIAA-CREF June 2015 - Present
U.S. Bank December 2014 - June 2015
24/7 In-Touch June 2014 - August 2014
Wells Fargo Capital Finance November 2011 - November 2013
Wells Fargo Capital Finance September 2011 - November 2011
Wells Fargo May 2011 - September 2011
Wells Fargo March 2010 - May 2011
Wells Fargo May 2009 - March 2010
Wells Fargo August 2008 - May 2009
Skills
Series 6, Series 63, Life Insurance, Health Insurance, Finance, Banking, Direct Sales, Real Estate, Relationship Management, Teamwork, Insurance Premium..., Customer Service, Customer Retention, Personal Finance, Sales Support Tools, Real Estate License, Loans, Credit, Sales, Human Resources, Financial Services, Due Diligence, Call Centers, Time Management, Marketing
Education
University of Colorado at Denver 2010 — 2013
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Colorado Boulder - Leeds School of Business 2006 — 2008
Bachelor of Science (BS), Business Administration, Management and Operations
California Polytechnic State University-San Luis Obispo 2004 — 2006
Business Administration
BMC Software September 2011 - Present
BMC Software February 2010 - October 2011
BMC Software February 2007 - February 2010
Wells Fargo Capital Finance October 2005 - February 2007
Wells Fargo 2002 - 2007
Skills
Internal Controls, Revenue Recognition, Internal Audit, Financial Analysis, Financial Statement..., Sarbanes-Oxley, TeamMate, Microsoft Excel, Compliance, Employee Training, Privatization, Sales Operations, Business Process..., Risk Assessment, Auditing
Education
University of Houston 2002 — 2006
Bachelors of Business Administration, Finance, General
The Situs Companies 2011 - Present
Virtus Partners, LLC July 2008 - March 2010
Wells Fargo Capital Finance May 2007 - July 2008
CapitalSource August 2006 - May 2007
Skills
Relationship Management, Organizational..., Asset Managment, CMBS, Operating Budgets, Account Reconciliation, Loans, Due Diligence, Investments, Commercial Mortgages, Training, Financial Analysis, Financial Reporting, Budget Monitoring, Treasury Management, Auditing, Credit, Portfolio Management
Education
University of Houston-Clear Lake
Master of Arts (M.A.), Industrial and Organizational Psychology
University of St. Thomas (TX)
Bachelor of Arts (B.A.), Psychology
Tarpon Energy Services July 2014 - Present
Ball Corporation March 2014 - July 2014
AppleOne August 2012 - March 2014
Elevations Credit Union May 2011 - August 2012
University of Colorado August 2007 - May 2011
Wells Fargo Capital Finance May 2007 - August 2008
Skills
Recruiting, Onboarding, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, HRIS, Benefits Administration, Employee Benefits, Leadership, Coaching, Time Management, Management, Performance Management, Human Resources, Training, Interviews, Payroll, Marketing, Leadership Development, Outlook, Administrative..., Talent Acquisition, Internet Recruiting, Organizational...
Education
University of Colorado at Boulder 2007 — 2011
Psychology
Wells Fargo Capital Finance July 2014 - Present
Wells Fargo Capital Finance June 2011 - July 2014
Wells Fargo Securities June 2010 - June 2011
Wells Fargo Securities June 2008 - June 2010
Lehman Brothers June 2007 - August 2007
Education
University of North Carolina at Chapel Hill 2004 — 2008
BS, Business Administration
Wells Fargo Capital Finance May 2010 - Present
Association for Corporate Growth January 2009 - December 2010
Latino Business Chamber of Greater Los Angeles June 2009 - April 2010
EGM & Company November 2008 - April 2010
Bolthouse Farms 2010 - 2010
The Mercanti Group November 2005 - November 2008
Gateway May 2004 - October 2005
Gateway February 2004 - May 2004
Gateway March 2003 - February 2004
Gateway, Inc. March 2001 - February 2003
Skills
Financial Modeling, Treasury Management, Financial Planning, Due Diligence, Forecasting, Financial Reporting, Mergers, Financial Analysis, Valuation, Corporate Finance, Venture Capital, Private Equity, Pricing, Acquisition Integration, Business Planning, Accounting, Corporate Development, Business Strategy, Strategic Planning, Start-ups, P&L Management, Funding, Budgeting, Strategy Development, Negotiation, Competitive Analysis, Debt, Analysis, Analytics, Budgets, Business Valuation, Executive Management, Finance, Financial Services, Investment Banking, Investments, LBO, M, Managerial Finance, Mergers, Portfolio Management, Process Improvement, Restructuring, Risk Management, Strategic Financial..., Strategy
Education
UCLA 1991 — 1995
BA, Business Economics
Ventura HS 1987 — 1991
High School Diploma
Wells Fargo Capital Finance August 2013 - Present
Fox Cable Networks August 2011 - August 2013
Nestle USA January 2011 - May 2011
Deloitte & Touche September 2007 - December 2010
Honeywell Aerospace 2006 - 2006
Education
University of Oregon - Charles H. Lundquist College of Business 2006 — 2007
MAcc
University of Arizona 2002 — 2006
Wells Fargo Capital Finance May 2014 - Present
Wells Fargo Capital Finance September 2012 - May 2014
Emulex September 2011 - December 2011
Ingram Micro June 2011 - September 2011
Don Beal Center for Innovation and Entrepreneurship October 2010 - January 2011
Dolinka Group, LLC June 2005 - November 2009
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, Strategy
University of California, Irvine 2001 — 2005
BA, Economics
Wells Fargo July 2015 - Present
Wells Fargo Capital Finance June 2013 - July 2015
Wells Fargo Capital Finance September 2011 - June 2013
Wells Fargo Bank October 2009 - September 2011
Wells Fargo Bank May 2009 - October 2009
Wells Fargo Bank July 2007 - May 2009
Wells Fargo Audit and Security July 2005 - July 2007
Skills
Financial Analysis, Banking, Credit Analysis, Financial Modeling, Credit, Portfolio Management, Credit Risk, Valuation, Underwriting, Investments, Capital Markets, Financial Risk, Commercial Banking, Relationship Management
Education
University of California, Berkeley 2001 — 2005
Salus Capital Partners September 2013 - Present
Wells Fargo Capital Finance 2008 - 2013
Wells Fargo Capital Finance 2005 - 2008
GE Capital 2004 - 2005
Skills
Portfolio Management, Finance, Investments, Loans, Asset Based Lending, Management, Trade Finance, Capital
Education
University of Massachusetts, Amherst 2000 — 2004
Finance and Operations Management
Wells Fargo Capital Finance March 2008 - Present
Bath & Body Works 1997 - 2008
Skills
Financial Analysis, Customer Service, Banking, Inventory Management, Sales, Merchandising, Store Management
Education
Almeda University
BA, Business Administration
University of Louisiana at Lafayette 1981 — 1985
Wells Fargo Capital Finance May 2013 - Present
Wells Fargo Capital Finance May 2010 - April 2013
Wells Fargo Capital Finance July 2006 - May 2010
Wells Fargo Retail Bank January 2004 - June 2006
Skills
Credit, Portfolio Management, Underwriting, Capital Markets, Risk, Credit Analysis, Financial Risk, Financial Analysis, Financial Modeling, Analysis, Finance, Management, Financial Structuring, Asset Based Lending, Leveraged Finance, Strategy
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2009
Master of Business Administration (M.B.A.), Finance, General
University of La Verne 2000 — 2003
BA, Political Science
Wells Fargo Capital Finance - Healthcare Finance May 2014 - Present
Wells Fargo Capital Finance October 2011 - April 2014
Wells Fargo Capital Finance November 2007 - November 2011
Wells Fargo - U.S. Corporate Banking Group April 2005 - November 2007
Skills
Private Equity, Corporate Finance, Financial Modeling, Portfolio Management, Credit, Restructuring, Credit Analysis, Valuation, Capital Markets, Loans, Financial Analysis, Leveraged Finance, Due Diligence, Banking, Financial Structuring
Education
University of California, Los Angeles 1999 — 2003
Wells Fargo Capital Finance March 2014 - Present
Wells Fargo Capital Finance July 2012 - February 2014
Wells Fargo Bank June 2011 - August 2012
Wells Fargo Bank March 2010 - June 2011
WELL FARGO & COMPANY October 2009 - February 2010
Wells Fargo Bank April 2007 - October 2009
American Mortgage Capital January 2003 - April 2007
Wells Capital Management June 2006 - September 2006
CHASE MANHATTAN MORTGAGE CORPORATION May 2002 - December 2002
Skills
Asset Based Lending, Credit Analysis, Underwriting, Financial Analysis, Credit, Loans, Financial Modeling, Commercial Banking, Portfolio Management, Mergers & Acquisitions, Lines Of Credit, Banking, Small Business Lending, Treasury Management, Cash Management, Finance, Customer Service, Working Capital..., Financial Structuring, Cash Flow, Cash Flow Forecasting, Financial Forecasting
Education
University of California, Los Angeles 2002 — 2007
B.S.
San Gabriel Mission High School 1998 — 2002
High School
WEX Fleet One February 2011 - Present
GEF Services LLC March 2010 - February 2011
Benefactor Funding Corp. February 2001 - February 2010
Wells Fargo Capital Finance 1996 - 2001
Skills
Finance, Asset Based Lending, Portfolio Management, Management, Business Development, Factoring, Due Diligence, Financial Services, New Business Development, Budgets, Accounting, Operations Management, Commercial Finance, Credit, Executive Management, Funding
Education
University of Colorado at Denver 1994 — 1996
BA, Economics
Wells Fargo 2012 - June 2015
Wells Fargo Capital Finance 2005 - 2012
Wells Fargo Capital Finance 2003 - 2005
Skills
Banking, Loans, Investments, Syndications, Credit Analysis, Credit, Portfolio Management, Commercial Banking, Financial Modeling, Commercial Lending, Asset Based Lending, Capital Markets, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Valuation, Due Diligence, Finance, Private Equity, Management, Credit Risk, Risk Management, Financial Structuring, Underwriting, Structured Finance
Education
University of Southern California - Marshall School of Business 1993 — 1995
MBA
University of California, Santa Barbara 1985 — 1990
Bachelor’s Degree
Wells Fargo Capital Finance 2007 - Present
Protiviti July 2005 - February 2007
LaSalle Bank, N.A. August 2001 - July 2005
Skills
Credit Analysis, Connecting People, Private Equity, Asset Based Lending, Asset Based Finance, Asset-backed..., Cash Flow Lending, Investment Banking, Building Relationships, Leadership, Team Management, Banking, Credit, Loans, Commercial Lending, Finance, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2001
Finance, General
Wells Fargo Bank, N.A. October 2012 - December 2013
Wells Fargo Capital Finance August 2009 - October 2012
Wells Fargo Capital Finance May 2007 - August 2009
U.S. Bank Business Credit December 2004 - May 2007
GE Capital Equipment Finance May 2003 - August 2003
Skills
Asset Based Lending, Credit Analysis, Loans, Capital Markets, Financial Modeling, Corporate Finance, Bankruptcy, Credit, Syndications, Restructuring, Portfolio Management, Underwriting, Investments, Finance, Recapitalizations, Commercial Banking, Banking, Cash Flow, LBO, Equities, Commercial Lending, Financial Structuring, Leveraged Finance, Structured Finance, Valuation, Mergers & Acquisitions, Treasury Management, Investment Banking, Due Diligence, Credit Risk, Loan Origination, Commercial Finance
Education
University of Dayton
Bachelor of Science in Business Administration, Finance & Economics
Universität Augsburg
Summer Study Abroad Program, Economics
Wells Fargo Capital Finance February 2014 - Present
GE Capital 2007 - Present
Wells Fargo Capital Finance August 2012 - February 2014
GE Commercial Finance July 2007 - February 2012
JPMorgan Chase 2002 - 2007
JPMorgan Chase January 1998 - March 2002
Bank of America June 1995 - January 1998
Skills
Structured Finance, Credit Analysis, Financial Analysis, Securitization, Portfolio Management, Credit Risk, Corporate Finance, Credit, Commercial Lending, Valuation, Due Diligence, Financial Risk
Education
University of Illinois at Chicago 1990 — 1995
BS, Finance
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance March 2010 - August 2012
Wells Fargo Foothill September 2006 - April 2010
MFS Investment Management February 2005 - September 2006
State Street Bank 2001 - 2005
Education
University of Massachusetts, Amherst 1997 — 2001
Wells Fargo Capital Finance January 2002 - Present
Wells Fargo Business Credit 2000 - Present
Fremont Financial February 1999 - February 2000
Skills
Loans, Asset Based Lending, Collateral, Commercial Banking, Treasury Services, Finance, Cash Management, Credit, Commercial Lending, Portfolio Management, Treasury Management, Cash Flow, Real Estate, Underwriting, Mergers & Acquisitions, Small Business Lending, Mortgage Lending, Credit Risk, Credit Analysis, Banking, Lines Of Credit, Management
Education
Univeristy of Georgia 1998 — 1999
Bachelor's Degree, Economics
University of Georgia - Terry College of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Wheeler
High School
Wells Fargo Capital Finance December 2014 - Present
Wells Fargo February 2013 - December 2014
Wells Fargo August 2012 - January 2013
Wells Fargo June 2009 - August 2012
Wells Fargo May 2008 - August 2008
Skills
Credit Analysis, Credit, Banking, Portfolio Management, Financial Statement..., Bloomberg, Loans, Financial Analysis, Commercial Banking, Credit Risk, Financial Modeling, Corporate Finance, Series 79, Series 63, Commercial Lending
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Wells Fargo Capital Finance October 2014 - Present
Wells Fargo Capital Finance November 2012 - October 2014
Wells Fargo Capital Finance May 2006 - November 2012
Wells Fargo Financial October 2004 - May 2006
Front Range Economic Strategy Center May 2004 - September 2004
Limited Brands December 1997 - December 2002
Best Buy Co., Inc June 1995 - May 1997
Skills
Analysis, Compliance, Loans, Customer Relations, Research, Banking, PowerPoint, Due Diligence, Risk Management, Spanish, Data Analysis, Business Analysis, Documentation, Financial Analysis, Credit Analysis, Customer Service, Cash Flow, Management, Cash Management, Asset Based Lending, Portfolio Management, Software Documentation
Education
Regis University 2009 — 2011
Master of Business Administration, Specialization in International Business Administration
University of Colorado at Denver 2000 — 2003
Bachelor, Major in Economics & Minor in Business Administration
University of London 2000 — 2000
International Business Administration
Wells Fargo Global Banking January 1998 - Present
Wells Fargo Capital Finance January 2004 - January 2007
Skills
Loans, Commercial Lending, Banking, Credit, Small Business Lending, Commercial Banking, Credit Analysis, Loan Origination, Portfolio Management, Consumer Lending
Education
University of Houston 1994 — 1998
BS, Finance, General
Wells Fargo Capital Finance August 2005 - Present
Wells Fargo Capital Finance August 2007 - December 2012
Guaranty Business Credit 2003 - 2005
Coast Business Credit 2000 - 2005
Heller Financial 1996 - 2000
Skills
Commercial Banking, Portfolio Management, Corporate Finance, Credit, Commercial Lending, Loans, Credit Analysis, Small Business Lending, Financial Analysis, Underwriting, Asset Based Lending, Banking, Credit Risk
Education
UC Davis 1989 — 2004
Bachelor of Science, Economics and French
Wells Fargo Capital Finance August 2012 - Present
Wells Fargo Capital Finance August 2010 - July 2012
Wells Fargo Capital Finance March 2009 - July 2010
Moss Adams LLP October 2006 - February 2009
Moss Adams LLP June 2005 - August 2005
Skills
Assurance, Internal Controls, Auditing, GAAP, External Audit, Financial Reporting, Accounting, Financial Analysis, Sarbanes-Oxley Act, Microsoft Excel, QuickBooks, Internal Audit, SEC filings, IT Audit, Enterprise Risk..., PowerPoint, Microsoft Word
Education
University of California, Riverside 2002 — 2006
Bachelor of Science, Business Administration; Financial Accounting
JPMorgan Chase August 2012 - Present
Wells Fargo Capital Finance June 2011 - June 2012
Wells Fargo Capital Finance June 2007 - June 2011
Globalview Advisors November 2005 - May 2007
Morgan Stanley September 2005 - March 2006
Education
University of California, Irvine 2002 — 2006
BA, Economics & Management
Wells Fargo Capital Finance May 2010 - Present
GMAC Commercial Finance September 2007 - May 2010
CBA Commercial, LLC June 2006 - September 2007
CBA Commercial, LLC August 2005 - June 2006
FactSet Research Systems January 2003 - September 2005
FactSet Research Systems May 2001 - January 2003
Skills
Capital Markets
Education
University at Albany, SUNY 1997 — 2001
Economics
JPMorgan Chase April 2012 - Present
Wells Fargo Capital Finance April 1998 - April 2012
Skills
Asset Based Lending, Loans, Middle Market, Credit Analysis, Commercial Lending, Banking, Commercial Banking, Credit, Due Diligence, Mergers, Portfolio Management, Small Business Lending
Education
University of Miami 1993 — 1997
Wells Fargo Capital Finance April 2010 - Present
CIT June 1998 - April 2010
Skills
Financial Analysis, Credit Analysis, Strategic Planning, Business Development, Litigation, Apparel, Credit, Commercial Lending, Financial Modeling, Mergers, Private Equity, Loans, Mergers & Acquisitions
Education
University of La Verne
Wells Fargo Capital Finance March 2013 - Present
Wells Fargo Capital Finance January 2011 - Present
State Street June 2008 - December 2010
Skills
Fund Accounting, Fund Administration, Global Custody, Corporate Actions, Bloomberg, Bloomberg Terminal, Middle Office, Fixed Income, Settlement, Securities, Underwriting, Credit Analysis, Trend Analysis, ABL, Credit Reporting, Financial Reporting, Collateral, Presentations, Compliance
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Science (BS), Finance, General
Wells Fargo Capital Finance July 2011 - Present
Delta Petroleum June 2005 - July 2011
Forest Oil Corporation April 1992 - June 2005
Skills
Petroleum, Aries, Upstream, Energy Industry, Natural Gas, Oil/Gas, Oil & Gas Industry, Onshore, Petroleum Engineering, Oil & Gas
Education
University of Michigan
BA, Sociology
Wells Fargo Capital Finance July 1998 - Present
Norwest May 1994 - June 1998
Education
University of Illinois at Urbana-Champaign 1975 — 1979
BSW
Wells Fargo Capital Finance August 2014 - Present
Great American Group February 2014 - August 2014
Great American Group July 2012 - January 2014
Great American Group July 2011 - June 2012
Skills
Excel, Microsoft Office, Microsoft Excel, Financial Reporting, PowerPoint, Financial Analysis, Data Analysis
Education
University of California, Los Angeles 2007 — 2011
Bachelor of Arts (BA), Economics
Wells Fargo Capital Finance
Skills
Banking, Credit, Financial Analysis, Asset Based Lending
Education
University of Georgia - Terry College of Business 1981 — 1986
Bachelor of Business Administration (BBA)
Wells Fargo Capital Finance March 1997 - Present
Fleet Business Credit July 1989 - February 1997
Coopers & Lybrand 1987 - 1989
Kenneth Leventhal & Co 1984 - 1986
Skills
Financial Analysis, Credit, Asset Based Lending, Auditing, Credit Analysis, Loans, Banking, Commercial Banking, Commercial Lending, Portfolio Management, Accounting, Due Diligence
Education
University of Mississippi 1979 — 1984
Masters, Accountancy
Hernando High School
WebEquity Solutions March 2014 - Present
Union Bank and Trust Company September 2006 - March 2014
Wells Fargo Capital Finance January 2002 - August 2008
Denver Broncos 1995 - 2005
U.S. Bank May 1999 - December 2001
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Negotiation, Analysis, Credit Risk, Banking, Finance, Credit Analysis, Credit
Education
University of Nebraska-Lincoln 1978 — 1982
BS Business Administration, Economics and Management
California Resources Corporation January 2015 - June 2015
Occidental Petroleum Corporation March 2014 - December 2014
Wells Fargo Capital Finance May 2012 - November 2013
Fanatics, LLC October 2007 - April 2012
Logix3 LLC January 2005 - January 2007
C & Y Custom Print Atlanta, GA January 2006 - August 2006
Skills
.NET C#, C++, ASP.NET, LINQ, WCF, Silverlight, Microsoft, ADO.NET, ASP.NET MVC, Entity Framework, CSS, HTML/XML, Design Patterns, MVVM, MVC, jQuery, JavaScript, MySQL, T-SQL, AJAX, Web Services, Web Development, HTML, Application Development, Windows Services, Object Oriented Design, .NET, Web Applications, Architecture, TFS, XML, SQL Server, IIS, Agile, SOA, SSIS, OOP, JSON, Subversion, SQL Server 2000-2008, ReSharper, Scrum, C#, Microsoft SQL Server, Databases, SDLC, User Interface Design, C# 4.0, E-commerce, WCF Services
Education
University of Florida
Bachelor of Science, Computer & Information Science
Wells Fargo Capital Finance October 2012 - Present
Insurance Advisors 1996 - 2012
Education
University of Hartford
Wells Fargo Capital Finance March 1996 - November 2011
Mercantile Bank n/k/a US Bank March 1980 - March 1996
Education
University of Missouri-Saint Louis
Bachelor of Science (BS) Business Adminstration, Major in Accounting
Johannes Leonardo April 2011 - June 2011
National Financial Partners September 2010 - June 2011
Wells Fargo Capital Finance July 2006 - May 2010
Project Angel Food February 2006 - March 2006
H&R Block December 2005 - February 2006
Karl Storz Endoscopy May 2005 - September 2005
Network Management Corporation March 2003 - July 2004
Skills
QuickBooks, General Ledger, Payroll, Variance Analysis, Accounts Payable, Invoicing, PowerPoint
Education
UCLA 2004 — 2005
Accounting
University of California, Riverside
Bachelor of Science, Business Administration (Accounting)
University of California, Riverside
Bachelor of Science, Sociology
Wells Fargo Capital Finance February 2014 - Present
Wells Fargo Capital Finance February 2011 - February 2014
Wells Fargo Capital Finance June 2008 - February 2011
Skills
Loans, Syndications, Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Credit Analysis, Capital Markets, Investment Banking, Due Diligence, Risk Management, Microsoft Excel, Customer Service, PowerPoint, Marketing, Microsoft Office
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration with Finance concentration
Wells Fargo Capital Finance March 2012 - Present
Wells Fargo Home Mortgage August 2010 - March 2012
Education
University of Alabama at Birmingham 2002 — 2009
Bachelor of Science (BS), Marketing
Wells Fargo Capital Finance January 2014 - Present
Wells Fargo Capital Finance June 2011 - January 2014
Wells Fargo June 2009 - June 2011
Wachovia Securities Financial Network July 2007 - January 2009
Skills
Asset Based Lending, Credit Analysis, Commercial Banking, Credit, Commercial Lending, Loans, Banking, Portfolio Management, Cross Selling, Relationship Management, Small Business Lending, Credit Risk, Lines Of Credit, Underwriting
Education
University of Florida 2003 — 2007
Bachelor's degree, Finance, General
Wells Fargo Capital Finance 2009 - Present
NATO May 2001 - April 2006
Skills
Investment Banking, Credit Card Fraud, Customer Service, Private Banking, Problem Solving, New Business Development, Training, Team Leadership
Education
University of Maryland University College 2001 — 2006
BS, Criminology
ANAHEIM HIGH
DIPLOMIA
Sterling National Bank, Government Contractor Finance 2012 - Present
Wells Fargo Capital Finance 2007 - 2012
K Bank 2002 - 2007
Reservior Capital/Cambridge Capital 1998 - 2002
GE Capital 1978 - 1992
ExxonMobil 1971 - 1976
Skills
Finance, Accounts Receivable, Payroll, Credit, Financial Services
Education
University of Maryland Baltimore County
Wells Fargo Capital Finance March 1996 - Present
Grant Thornton LLP 1992 - 1996
Skills
Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Credit Analysis, Financial Reporting, Due Diligence, Corporate Finance
Education
State University of New York at Buffalo
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo Capital Finance
Skills
Credit Analysis
Education
University of Alabama 1980 — 1984
Bachelor’s Degree, Communication Management
lynda.com March 2015 - Present
Wells Fargo Capital Finance July 2013 - March 2015
20th Century Fox Film September 2010 - July 2013
Deutsch February 2010 - September 2010
The Walt Disney Company August 2009 - February 2010
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics w/Accounting Emphasis