Wells Fargo Commercial Bank
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Wells Fargo Commercial Bank Employees
Peak Performance Leadership 2009 - Present
Bank of the West Commercial Bank 2007 - 2009
Billing Management Group 2004 - 2007
Washington Mutual Commercial Bank December 2001 - June 2004
Wells Fargo Commercial Bank 1999 - 2001
GE Capital Commercial Finance 1994 - 1999
Skills
Change Management, Business Development, Motivational Speaking, Entrepreneurship, Leadership, Team Building, Training, Management, Public Speaking, Peak Performance, Marketing Strategy, Consulting, Marketing, Strategy, Sales, Mergers & Acquisitions, Leadership Development, Project Management, Financial Analysis, Budgets, Peak Performance..., Personal Development, Strategic Planning, Coaching, Executive Coaching, Social Media Marketing, Business Coaching, Sales Management, Start-ups, Negotiation, Networking, Customer Service, Social Networking, Small Business, Finance, Organizational..., Management Consulting, Executive Management, Time Management, Workshop Facilitation, Published Author, Public Relations, Business Planning, Advertising, Executive Development, Emotional Intelligence, Strategic Partnerships, Presentation Coaching, CRM, Strategic Thinking
Education
Purdue University - Krannert School of Management 1993 — 1994
MBA, Business Administration
UCLA 1990 — 1993
BA, Political Science
American Academy of Dramatic Arts
Associate of Arts (AA), Acting
Wells Fargo Commercial Bank July 2014 - Present
Wells Fargo May 2013 - July 2013
Másada Leather and Outdoor December 2011 - August 2012
Martin & Jones PLLC May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, Finance, Leadership, Facebook, Social Networking, Financial Modeling
Education
The University of Georgia 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities September 2015 - Present
DeFaxo Partners LLC. August 2014 - Present
Wells Fargo Commercial Bank June 2015 - August 2015
Taft Development Group February 2015 - May 2015
Wells Fargo Commercial Bank June 2014 - August 2014
EdR Collegiate Housing November 2013 - June 2014
Barletta Bay November 2012 - April 2014
Education
East Carolina University 2012 — 2016
Bachelor of Applied Science (BASc), Finance, 3.74
North Brunswick Township High School 2008 — 2012
RGP October 2014 - Present
EquiTech Capital June 2011 - September 2014
Miranda & Associates January 2008 - July 2011
Wells Fargo Commercial Bank November 2006 - February 2008
Bank of America, Commercial Banking Group December 1999 - February 2004
Deloitte 1997 - 1999
Skills
Consulting, Finance, Strategic Partnerships, Business Development, Revenue & Profit Growth, Sales Management, New Business Development, Start-ups, Aircraft Leasing, Commercial Equipment..., Equipment Leasing, Technology Leasing, Mergers & Acquisitions, Commercial Banking, Commercial Lending, Credit, Leadership, Due Diligence, Program Management, Investment Banking, Strategy, Portfolio Management, Banking, Credit Analysis, Financial Services, Financial Structuring, Small Business Lending, Venture Capital, Financial Modeling, Corporate Finance, Financial Analysis, Private Equity, Structured Finance, Loan Origination, Mortgage Lending, Commercial Mortgages, Funding, Treasury Management, Relationship Management, Investments, Risk Management, Underwriting, Credit Risk, Valuation, Capital Markets, Lines Of Credit, Cash Management, Asset Management, Commercial Finance, Strategic Financial...
Education
University of Redlands 1985 — 1987
BS, Business Administration
Oklahoma City University 1983 — 1985
Business Administration and Management, General
Wells Fargo Commercial Bank July 2015 - Present
President of the Corporate Finance Club at RBS August 2013 - May 2015
Wells Fargo June 2014 - August 2014
JPMorgan Chase February 2011 - November 2012
JPMorgan Chase December 2009 - February 2011
Independent Agent July 2006 - November 2009
Skills
Finance, Investments, Mutual Funds, Fixed Income, Securities, Portfolio Management, Sales, Investment Advisory, Life Insurance, Fixed Annuities, Wealth Management, Series 7, Bloomberg, Equities, Financial Modeling, Staff Development, Risk Management, Client Development, Manage Client..., Employee Engagement, Employee Recognition, Portfolio Optimization, Quantitative, Communication, Communication Skills, Risk Assessment, Variable Annuities, Annuity Sales, AML, Financial Analysis, Credit, Microsoft Excel, Microsoft Office
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Business Administration (MBA) candidate, Finance and Global Business
Nova Southeastern University 2004 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Corporate Bank November 2014 - Present
Wells Fargo Commercial Bank March 2014 - November 2014
ATB Corporate Financial Services May 2011 - March 2014
TD Commercial Bank 2008 - 2011
TD Commercial Bank 2001 - 2008
Skills
Credit Risk, Banking, Corporate Finance, Financial Analysis, Financial Modeling, Risk Management, Commercial Banking, Credit, Credit Analysis, Underwriting, Portfolio Management, Commercial Lending, Loans, Financial Risk, Management
Education
Haskayne School of Business 1996 — 2001
Bachelor of Commerce (B.Com.), Accounting and Finance
Dignified Home Mortgage LLC January 2015 - Present
American Pacific Mortgage October 2013 - August 2014
Greater Nevada Mortgage Services December 2012 - September 2013
Farmers & Merchants Bank of Central California 2011 - December 2012
Wells Fargo Commercial Bank November 2008 - March 2011
Home 123/ Country Wide / Bank of America March 2006 - November 2008
Wells Fargo Home Mortgage 1999 - 2006
World Savings March 1990 - March 1999
Agricultural Stablization and Conservation Service June 1977 - June 1980
Skills
Credit, Sales Management, Banking, Mortgage, New Business Development, Loans, Team Building, Risk, Coaching, Negotiation, Hiring, Leadership Development, Change Management, Team Leadership, Strategic Planning, Real Estate, Public Speaking, Executive Management, Risk Management, Customer Relations, Financial Analysis, Commercial Lending, Agriculture, Mortgage Lending, Finance, Customer Service, Mergers & Acquisitions, Portfolio Management, Leadership, Sales, Training, Mortgage Banking, Management, Recruiting, Loan Origination, Underwriting, Credit Analysis, Refinance, Residential Mortgages, Loan Servicing, Commercial Banking, Consumer Lending, FHA, USDA, Commercial Mortgages, Small Business Lending, VA loans, Loss Mitigation, Credit Risk, FHA financing
Education
California Polytechnic State University-San Luis Obispo 1973 — 1977
B.S., Animal Science
Imperial Valley College
Ag Business
Wells Fargo Technology Banking March 2015 - Present
Wells Fargo Technology Banking January 2014 - February 2015
Wells Fargo Commercial Bank June 2013 - December 2013
Wells Fargo Commercial Bank February 2011 - June 2013
Wells Fargo Commercial Bank December 2003 - February 2011
Skills
Commercial Lending, Credit Analysis, Loans, Commercial Banking, Credit, Banking, Portfolio Management, Small Business Lending, Financial Analysis
Education
Santa Clara University - Leavey School of Business 2009 — 2011
MBA, Finance, Entrepreneurship
Santa Clara University - Leavey School of Business 1998 — 2002
Undergrad, Finance
Wells Fargo Commercial Bank October 1992 - Present
Wells Fargo Bank 1992 - Present
American Express May 2000 - September 2003
Citi November 1986 - May 1999
Skills
Credit, Asset Based Lending, New Business Development, Private Equity, Venture Capital, Factoring, Banking, Credit Risk, Capital Markets, Program Management, Accounting, Working Capital..., Finance, Loan Origination, Valuation, Strategy, Business Planning, Merchant Services, Negotiation, Management, Restructuring, Leadership, Cash Management, Executive Management, Financial Services, Treasury
Education
Hofstra University 1980 — 1984
BBA, Business
Wells Fargo Technology & Venture Banking Group April 2014 - Present
Wells Fargo Commercial Bank October 2011 - April 2014
Wells Fargo Bank September 2010 - September 2011
Wells Fargo Financial January 2009 - July 2010
Zurich Financial Services June 2008 - September 2008
Skills
Treasury Management, Cash Management, Commercial Banking, Risk Management, Portfolio Management, Cross Selling, Banking, CRM, Relationship Management, Underwriting, Management, Sales, Credit Cards, Strategy, Credit
Education
The Ohio State University 2004 — 2009
Bachelor of Science (B.S.), International Studies: World Economy and Business; Chinese
Qingdao University 2007 — 2007
UAHS 2001 — 2004
Wells Fargo Commercial Bank June 2015 - Present
University of Washington, Office of Advancement March 2015 - Present
Evereve January 2014 - May 2014
Skills
Public Speaking, Leadership, Customer Service, Marketing Strategy, Financial Analysis, Microsoft Office, Sales, Social Media
Education
University of Washington, Michael G. Foster School of Business 2013 — 2016
Bachelor's Degree, Finance/Marketing, 3.7
Green River Community College 2011 — 2013
Associate of Arts (AA), Business, 3.7
Wells Fargo Commercial Bank June 2014 - Present
GE Capital - Corporate Finance August 2012 - June 2014
General Electric September 2010 - August 2012
General Electric June 2008 - September 2010
UBS Investment Bank January 2005 - June 2006
Cititrust International Inc. June 2002 - January 2005
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Project Finance, Due Diligence, Equities, Risk Management, Finance, Banking, Forecasting, Pricing, Portfolio Management, Credit Risk, Capital Markets, Analysis, Financial Services, Mergers & Acquisitions
Education
Cornell University - S.C. Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (M.B.A.), 3.58
University of Puget Sound 1998 — 2002
Bachelor of Arts (B.A.), Business Leadership Program, 3.58