Wells Fargo Equipment Finance
Address: Marietta, GA 30066 Phone: (770) 973-1704: : : : : Hours: Place name: : Category: Website: Website: http://www.wellsfargo.com/ Category: Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wells Fargo Equipment Finance Posting publicly on the Web Write a review Reviews Be the first to review
Wells Fargo Equipment Finance List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Equipment Finance. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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162 Wells Fargo Equipment Finance employees in database. Find out everything there's to know about Wells Fargo Equipment 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 Equipment Finance Employees
Family Innovations Inc June 2015 - Present
Primera Technology October 2012 - October 2014
Bankers Equipment Service October 2013 - April 2014
Wells Fargo Equipment Finance August 2008 - August 2010
Wagner, Falconer, & Judd, Ltd. September 2007 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Teamwork, Customer Service, Social Media, Spanish, Data Analysis, English, Time Management, Leadership, Data Entry, Social Networking
Education
University of Minnesota-Twin Cities 2011 — 2012
Bachelor of Arts (B.A.), Global Sudies
Minneapolis Community and Technical College 2009 — 2011
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Markel Corporation January 2013 - Present
Markel Corporation September 2011 - January 2013
Wells Fargo Equipment Finance, Inc. November 2006 - October 2010
Wells Fargo Equipment Finance October 2003 - November 2006
G.E. Capital/Commercial Finance September 2002 - October 2003
Skills
PowerPoint, Business Analysis, Access, Visio, Software Documentation, Management, Project Management, Portfolio Management, Training, Finance, Microsoft Office, CRM, Accounting, Microsoft Excel, SDLC, Vendor Management, Analysis, Process Improvement
Education
University of Phoenix 2005 — 2006
MBA
Arizona State University 2001 — 2002
BA, Political Science
University of Tübingen 2000 — 2001
German Politics and Language
Wells Fargo Equipment Finance March 2014 - Present
Wells Fargo Equipment Finance 2007 - March 2014
Skills
Financial Analysis, Financial Reporting, Banking
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration
Northern Arizona University 1996 — 2000
B.S. Finance
Millett Ranch HOA February 2014 - Present
Wells Fargo Equipment Finance May 2002 - Present
Campo Verde High School Band Parent Organization June 2013 - May 2015
Millett Ranch HOA October 2010 - April 2014
KPMG US December 2001 - April 2002
RISO, Inc. August 2001 - December 2001
US Army August 1997 - August 2001
Skills
MCDBA, MCP, Project Management, ASP.NET, Dreamweaver, Datastage, Microsoft SQL Server, Microsoft Office, Windows 7, HTML, Crystal Reports, Access Database, VBA, SharePoint, CSS, Finance, Financial Analysis, Portfolio Management, Analysis, Databases, Management, Team Leadership, Access, Business Analysis, Financial Services, Data Analysis, Teamwork, SQL, Process Improvement, Business Process, Microsoft Excel, Analytics
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
Upper Iowa University 1998 — 2001
Business Management, Business Management, 2.9
Mesa Community College 1995 — 1997
N/A, General Studies
Dobson High School 1992 — 1995
General, General Studies, 3.2
Wells Fargo Equipment Finance February 2009 - Present
Wells Fargo Equipment Finance August 2006 - January 2009
Wells Fargo Equipment Finance September 1985 - August 1996
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking
Education
Grand View University
Bachelor of Arts (B.A.), Business Management
Simpson College
RBS Citizens Bank April 2011 - Present
Citizens Financial Group 2007 - Present
Wells Fargo Equipment Finance May 2005 - May 2007
TD Banknorth June 2002 - April 2005
Skills
Transfer Agency, High Net Worth..., Commercial Lending, Treasury Management, Credit, Loans, Commercial Banking, Banking, Portfolio Management, Financial Services, Finance, Equities, Mortgage Lending, Fixed Income, Credit Analysis, Credit Risk, Asset Management, Securities, Retail Banking, Cash Management, Capital Markets, Wealth Management, Loan Origination, Small Business Lending, Consumer Lending, Relationship Management, Series 7
Education
Bryant University 1976 — 1980
BS in BA & MBA, management & Finance
Catholic Charities September 2012 - Present
Alzheimer's Association of Greater Kentucky and Southern Indiana May 2012 - October 2012
Wells Fargo Equipment Finance 1998 - 2004
Phoenixcor, Inc. 1986 - 1995
Skills
Leadership, Fundraising, Teaching, Strategic Planning
Education
University of Louisville 2009 — 2012
MSSW, Social Work, Master's Degree
The University of Connecticut 1978 — 1982
Bachelor of Arts (B.A.), Latin American Studies
Wells Fargo Securities November 2014 - Present
Wells Fargo Equipment Finance March 2013 - November 2014
Moody's Investors Service September 2010 - March 2013
Skills
Financial Statement..., Credit Analysis, Public Finance, Corporate Finance, Capital Markets, Finance, Financial Analysis, Financial Structuring, Financial Markets, Banking, Due Diligence
Education
Baylor University
Bachelor of Arts (B.A.), Political Science
University of North Texas
Master of Public Administration (M.P.A.), Public Finance
Wells Fargo Equipment Finance August 2012 - Present
Starlight Capital Markets January 2005 - July 2012
Fleet Healthcare Finance June 1995 - July 2003
Skills
Structured Finance, Investment Banking, Mergers & Acquisitions, Financial Modeling, Business Strategy, Corporate Finance, Funding, Asset Based Lending, Portfolio Management, Executive Management, Due Diligence, Risk Management, Banking, Finance, Investments, Financial Analysis
Education
The University of Texas at Arlington 1968 — 1972
Bachelor of Business Administration (BBA), Research Methodology and Quantitative Methods, 3.275 GPA
Thomas Edison High School, San Antonio, TX
Honor Graduate, Top 10 High School Graduation, Advanced Placement
Wells Fargo Equipment Finance March 2001 - Present
US Bancorp Leasing and Financial November 1989 - March 2001
Westinghouse Credit Company/ US West Financial Services April 1984 - November 1989
ITT Industrial Credit Corp. April 1978 - March 1984
Skills
Finance, Sales, Banking, Loans, Lease Financing, Pricing, Credit, Capital Equipment, Sales Operations, Commercial Banking, Underwriting, Commercial Lending
Education
San Jose State University 1970 — 1974
Bachelor's Degree
Brown Community Management, Inc. August 2015 - Present
Estenson Logistics - Contract employee for Ajilon Staffing March 2015 - July 2015
Honeywell - Contract employee for PDS Tech December 2014 - January 2015
City of Mesa i.d.e.a. Museum - Contract employee for Allstaff Services August 2014 - October 2014
Greeley & Hansen Engineers - Contract employee for Allstaff Services March 2013 - December 2013
Tiny Prints - Contract employee for Corestaff Services November 2012 - March 2013
Intel Corporation - Contract employee for Kelly Services September 2011 - February 2012
Wells Fargo Equipment Finance May 2007 - March 2011
Salt River Project - Contract employee for Superior Staffing November 2006 - April 2007
Tempe Elementary School District January 2003 - January 2005
Skills
Administrative Support, Executive..., Filing, Calendaring, Payroll, High Organizational..., Customer Service, Creative Problem Solving, Time Management, Office Management, Spreadsheets, Office Equipment, Grammar, Proofreading, Teamwork, Purchasing, Copying, Travel Arrangements, Receptionist Duties, Multi-line Phone, 10 Key, Microsoft Office Suite..., Multi Tasking, Data Entry, Administrative...
Education
Mesa Community College 1982 — 1987
Associate's Degree, Automated Support Systems, 3.0
Phoenix College 1978 — 1979
Business/Office Automation, 3.0
Wells Fargo Equipment Finance February 2003 - Present
Vision Leasing, L.L.C March 2002 - February 2003
Bell Atlantic Systems Leasing January 1998 - November 2002
Skills
Negotiation, Management, Credit, Credit Analysis, Banking, Loans, Commercial Lending
Education
University of Michigan 1975 — 1979
BA, Economics, minor Psychology
University of Detroit Jesuit High School 1972 — 1975
College Prep, Arts and Sciences
Freelance June 1983 - Present
Wells Fargo Equipment Finance February 2003 - Present
The Home Insurance Company 1991 - 1994
Skills
Copywriting, Social Media, Creative Writing, Copy Editing, Editing, Proofreading, Publishing, Video, Blogging
Education
California State University-Fullerton 1983 — 1989
BA, Communications
Wells Fargo Equipment Finance 2010 - Present
Wells Fargo 2007 - 2009
Wachovia 2003 - 2006
Wachovia Corporation 1999 - 2002
Wachovia Corporation 1994 - 1998
Wachovia Corporation 1985 - 1993
Education
Guilford College 1977 — 1980
Bachelor of Arts (BA), Economics
Wells Fargo Equipment Finance March 2008 - Present
U.S. Navy 1981 - 2011
Bank of Hawaii Equipment Finance 1999 - 2008
Bank of America Leasing 1990 - 1999
Skills
Risk Management, Portfolio Management, Leadership, Credit, Due Diligence, Financial Analysis, Strategic Planning, Banking, Finance, New Business Development, Loans, Investments, Executive Management, Mergers & Acquisitions, Asset Management, Credit Analysis, Financial Modeling, Analysis
Education
Louisiana State University 1977 — 1981
B.S., Business
Wells Fargo Equipment Finance October 2013 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson July 2011 - October 2013
Johnson & Johnson May 2006 - October 2013
Pricara, Pharmaceutical Companies of Johnson and Johnson July 2008 - July 2011
Ortho-McNeil, Pharmaceutical Companies of Johnson and Johnson May 2006 - July 2008
Allied Insurance May 2004 - September 2004
Skills
Commercial Real Estate, Coaching, Team Building, Strategic Planning, Marketing, Customer Service, New Business Development, Sales, Marketing Strategy, Insurance, Direct Sales, Account Management, Leadership, Sales Presentations, Sales Process, Cold Calling, Sales Management, B2B, Sales Operations, Negotiation, Product Launch, Business Development
Education
Iowa State University 2000 — 2005
Bachelor's degree, Industrial Engineering
Iowa State University 2000 — 2005
Wells Fargo Equipment Finance January 2014 - May 2015
ATEL Capital Group November 2006 - December 2013
1-800-Radiator June 2005 - August 2006
Compass Analytics December 2004 - May 2005
Waddell & Reed June 2004 - August 2004
Skills
Portfolio Management, Asset Management, Financial Modeling, Financial Analysis, Finance, Due Diligence, Valuation, Investments, Risk Management, Corporate Finance, Banking, Credit Analysis, Private Equity, Structured Finance, Management, Mergers & Acquisitions, Financial Services, Negotiation, Credit, Sales, Marketing, Loans, Financial Structuring, Strategic Planning, Relationship Management, Business Development, Customer Service
Education
San Francisco State University
B.A., Economics
First National Bank August 2015 - Present
Adventures In Missions August 2014 - August 2015
Wells Fargo Equipment Finance September 2013 - July 2014
Wells Fargo Home Mortgage October 2011 - September 2013
Anytime Fitness Ham Lake July 2011 - November 2011
Augustana College September 2006 - August 2011
Skills
Banking, Social Media, Leadership, Microsoft Excel, Customer Service, Public Speaking, Microsoft Office, Financial Analysis, Event Planning
Education
Augustana College (SD) 2006 — 2011
Bachelor of Arts, Business Administration, Fitness Management, Sports Management
Wells Fargo Equipment Finance 2013 - Present
Wells Fargo Equipment Finance 2009 - 2013
Matson, Inc. 2006 - 2009
Skills
Banking, Call Centers, Credit, Loans, Customer Service, Mortgage Lending, Retail Banking, Customer Satisfaction, Financial Services, Consumer Lending, Outlook, Process Improvement, Microsoft Excel, Relationship Management, Credit Analysis, Microsoft Office, Access, Customer Experience, Sales, Insurance
Education
Phoenix College 2003 — 2006
Psychology Minor
Yoga Phoenix 2004 — 2005
Kundalini Yoga, Instructor
University of Dayton 1989 — 1992
Bachelor's degree, Communication
Rutgers, The State University of New Jersey-Newark
Rutgers, The State University of New Jersey-Newark
Rutgers, The State University of New Jersey-Newark
Wells Fargo Corporate Learning & Event Center September 2012 - Present
Wells Fargo Insurance Services December 2010 - September 2012
Temple Israel December 2007 - December 2010
Wells Fargo Equipment Finance December 2006 - December 2010
Wells Fargo Private Mortgage June 2005 - December 2006
Wells Fargo Phone Bank May 2004 - June 2005
Skills
PowerPoint, Microsoft Office, Outlook, Word, Social Media, Blogging, Proofreading, Event Planning, Customer Service, Management, Microsoft Word, Microsoft Excel, Administrative..., Creative Writing
Education
University of Minnesota-Twin Cities 2004 — 2009
BA
Metropolitan State University 2008 — 2010
BS
Wells Fargo Equipment Finance October 2011 - Present
The Autobarn September 2010 - October 2011
Roosevelt University January 2009 - September 2010
Lifetime Fitness May 2008 - January 2010
Skills
•Microsoft Office –..., PACER, Westlaw, LexisNexis, PC Law, Artiva, InfoLease, Rapport, Autodox, Microsoft Excel, Legal Documents, Customer Service, Bankruptcy
Education
Roosevelt University 2009 — 2011
Bachelors, Political Science
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2013 - Present
Wells Fargo Equipment Finance April 2011 - June 2013
Sigma Pi Fraternity January 2009 - May 2009
Sigma Pi Fraternity January 2008 - December 2008
Sigma Pi Fraternity August 2006 - December 2007
Skills
Financial Analysis, Finance, Microsoft Excel, Credit, Leadership, Budgets, Analysis, Data Analysis, Accounting, Risk Management, Customer Service, Microsoft Word, Accounts Receivable, Invoicing, Loans, Bloomberg Terminal
Education
2016 CFA Level I Candidate
Roosevelt University - Walter E Heller College of Business 2011 — 2013
Masters of Business Administration, Finance
University of Iowa 2006 — 2010
Bachelor of Arts
Wells Fargo Equipment Finance March 2014 - Present
Wells Fargo Home Mortgage August 2012 - December 2013
Wells Fargo Home Mortgage July 2010 - August 2012
Wells Fargo Home Mortgage October 2005 - July 2010
TItle Direct April 2004 - October 2005
Wells Fargo Home Mortgage March 2001 - April 2004
Skills
Microsoft Office, Microsoft Access, Hogan, DOS-based loan..., Oracle, Rapport, Loan Image Viewer, Microsoft Sharepoint
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Art History
Stephens College
Thrivent Asset Management March 2015 - Present
Thrivent Asset Management October 2014 - March 2015
Thrivent Asset Management September 2012 - October 2014
State of Wisconsin - The Office of the Governor May 2011 - December 2011
Wells Capital Management April 2010 - September 2010
Marquette University September 2008 - April 2010
Wells Fargo Equipment Finance June 2008 - August 2008
Education
Passed Level III of the CFA Program
Marquette University
Bachelor of Science, Finance
University of Wisconsin-Madison
Benilde-St. Margaret's
High School
First National Capital Corporation December 2014 - Present
Balboa Capital February 2014 - December 2014
First National Capital Corporation August 2011 - February 2014
Wells Fargo Equipment Finance February 2007 - October 2011
CalFirst National Bancorp August 2004 - February 2007
Skills
Financial Analysis, Accounting, Project Management, Team Building, Management, Investments, Analysis, Risk Management, Teamwork, Credit, Financial Reporting, Team Leadership, Business Analysis, Portfolio Management, Financial Risk, Corporate Finance, Credit Analysis, Finance, Financial Modeling, Commercial Lending, Loans
Education
Loyola Marymount University
Bachelor of Business Administration (BBA), Finance, General
Stanford University
Certificate, Graduate School of Credit and Finance
Yelp July 2015 - Present
Yelp May 2014 - Present
Wells Fargo Equipment Finance March 2012 - May 2014
Wells Fargo March 2009 - March 2012
Wells Fargo October 2006 - March 2009
Target May 2005 - October 2006
Skills
Loans, Banking, Customer Service, Finance, Accounting, Financial Services, Call Centers, Hiring Employees, Interviews, Supervisory Experience, Wholesale Banking, Human Resources, Recruiting
Education
Arizona State University 2005 — 2009
Bachelor of Arts (B.A.), Sociology
Wells Fargo Equipment Finance 2010 - Present
Wells Fargo Equipment Finance 2006 - 2010
Wells Fargo Bank 2004 - 2006
Bankers Trust Company 2002 - 2004
Liberty Bank 2000 - 2002
Skills
Commercial Lending, Credit Analysis, Financial Analysis, Team Building, Training & Development, Credit Risk, Risk Management, Credit Management, Credit, Underwriting, Banking, Commercial Banking, Finance, Loans, Portfolio Management, Small Business Lending
Education
University of Iowa - Henry B. Tippie College of Business
MBA
University of Northern Iowa
BA
Webster Capital Finance February 2015 - Present
Wells Fargo Equipment Finance July 2010 - February 2015
Wells Fargo Equipment Finance June 2008 - July 2010
TCF Equipment Finance March 2008 - June 2008
CitiCapital Commercial Corporation June 2001 - March 2008
Trax, Inc. February 1997 - June 2001
First Family Financial Services, Inc. November 1992 - February 1997
U.S. Army, 2-69th Armor Regiment, Fort Benning, Georgia May 1990 - August 1992
Skills
Series 7, Financial Services, Credit, Loans, Portfolio Management, Credit Analysis, Mortgage Lending, Investments, Commercial Banking, Banking
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Economics
TD Equipment Finance 2013 - Present
Nations Equipment Finance LLC 2012 - 2013
National Capital Leasing 2011 - 2012
Wells Fargo Equipment Finance 2009 - 2010
Wachovia Equipment Finance 2007 - 2008
Wachovia Equipment Finance 2002 - 2007
First Union National Bank/Wachovia Bank, N.A. 2000 - 2002
First Union National Bank 1993 - 2000
SunBank 1981 - 1983
Skills
Underwriting, Credit, Portfolio Management, Commercial Banking, Corporate Finance, Finance, Relationship Management, Leadership, Treasury Management, Business Development, Negotiation, Commercial Lending, Credit Analysis, Problem Solving, Loans, Financial Services, Financial Analysis
Education
Florida State University - College of Business
BS, Finance and Marketing
Monsignor Edward Pace High School
University of Miami - School of Business
MASTERS, BUSINESS ADMINISTRATION
Wells Fargo Equipment Finance May 2014 - Present
GE Capital May 2007 - May 2014
Skills
Banking, Loans, Portfolio Management, Financial Analysis, Credit, Commercial Lending, Credit Analysis, Relationship Management, Management
Education
Stephen F. Austin State University 1998 — 2002
Bachelor's degree, Finance
Wells Fargo Equipment Finance August 2004 - Present
Siemens Financial Services 1997 - 2004
AT&T Credit Corporation (Acquired by CIT) 1992 - 1997
Skills
ASA; USPAP, ME201,..., USPAP, Portfolio Management, Forecasting, Process Improvement, Credit, Analysis, Strategic Planning, Negotiation, Accounting, Financial Risk, Asset Management, Finance, Financial Analysis, Budgets, Banking, Financial Modeling, Due Diligence, Corporate Finance, Risk Management, Credit Analysis, Loans, Asset Based Lending, Mergers & Acquisitions, Investments
Education
Elon University 1986 — 1991
Fifth Third Bank November 2013 - Present
CapStar Bank - Commercial Finance Division April 2012 - November 2012
Wells Fargo Equipment Finance September 2006 - December 2010
Bancsource Inc August 2004 - September 2006
US Bancorp Equipment Finance January 2001 - August 2004
Key Equipment Finance October 1997 - January 2001
PNC Equipment Finance May 1994 - October 1997
Skills
Trilingual, Loans, Leases, Asset, Cross Selling, Commercial Finance, Credit, Banking, Credit Analysis, Sales Management, New Business Development, Account Management, Finance, Business Planning, Leadership, Management, Commercial Lending, Sales, Portfolio Management, Small Business Lending, Financial Analysis, Commercial Banking
Education
Saint Louis University School of Law 1988 — 1990
Law
Saint Louis University 1980 — 1983
BA, Political Science/French Literature
College St-Michel - Fribourg, Switzerland 1978 — 1979
Classical Studies
Wells Fargo Equipment Finance March 2012 - Present
EquipmentHunters.com June 2011 - March 2012
CLAAS Financial Services September 2008 - June 2011
Wells Fargo Financial July 2005 - September 2008
John Deere Credit November 1998 - January 2004
Skills
Loans, Mortgage Lending, Banking, Sales Management, Sales, Business Development, Credit, Financial Analysis, New Business Development, Credit Analysis, Loan Origination
Education
Illinois State University 1996 — 1998
Bachelor of Science, Agri-Finance
Illinois Valley Community College 1995 — 1996
Associate, General Studies
Wells Fargo Equipment Finance January 2013 - Present
MacAllister Machinery Co., Inc. August 2005 - January 2013
Riggs CAT January 2005 - August 2005
Xerox 2000 - 2004
SKF 1998 - 2000
Skills
Sales Management, Sales, New Business Development, Account Management, Sales Operations, Key Account Management, Forecasting, Direct Sales, Cold Calling, Sales Process, Negotiation, Customer Service
Education
Olivet Nazarene University 1994 — 1998
Bachelor of Science (BS), Business
Avon High School
Avon High School
Wells Fargo - Health Benefit Services May 2014 - Present
Wells Fargo - Health Benefit Services April 2013 - May 2014
Wells Fargo - Treasury Management Client Services Data & Analytics April 2011 - April 2013
Wells Fargo - Treasury Management Client Services Data & Analytics May 2007 - April 2011
Wells Fargo - Treasury Management Services August 2005 - May 2007
Wells Fargo - Equipment Finance May 2004 - August 2005
Skills
Customer Analytics, Predictive Analytics, Analytics, Data Warehouse..., Data Modeling, Customer Intelligence, Business Intelligence, Teradata, Predictive Modeling, Business Process, Leadership, Data Warehousing
Education
University of MInnesota 2001 — 2005
Finance
University of Minnesota - Carlson School of Management 2001 — 2005
Bachelor of Applied Science (BASc), Finance, General
Chaska High School 1997 — 2001
UPS June 2003 - Present
Wells Fargo Equipment Finance 1998 - 2003
Skills
Business Development, Logistics, Supply Chain Management, Transportation, Sales Management, Leadership, Air Freight, Account Management, Supply Chain, LTL, Budgets, Transportation..., Sales
Education
Syracuse University 1977 — 1981
B.S., Transportation and Distribution Management
Veterans Leasing & Finance, Inc. September 2012 - Present
Square Foot Ministry 2010 - 2015
Square Foot Ministry 2010 - 2015
Bank of the Ozarks March 2011 - September 2012
Wells Fargo Equipment Finance July 2008 - March 2010
Paccar Financial August 2002 - April 2008
Financial Federal Credit Inc. 2000 - 2002
Orix Credit Alliance, Inc 1987 - 2000
Associates Commercial Corporation 1972 - 1987
Skills
Credit, Equipment Finance, New Business Development, Team Building, Vendor, Negotiation, Trucking, Profitability, Credit Analysis, Loans, Leases, Financial Analysis, Sales Management, Asset Based Lending, Contract Negotiation, Transportation, Strategy, Training, Finance, Profit, Commercial Lending, Sales, Small Business, Business Development, Recruiting, Sales Operations, Portfolio Management, Banking, Executive Management, Pricing, Program Management, Selling, Strategic Planning, Employee Training, Business Planning, Financial Services, Forecasting, Underwriting, Leadership, Operations Management, Risk Management, Mergers & Acquisitions, Management, Start-ups, Credit Risk, Marketing Strategy, Asset Management, Competitive Analysis, Process Improvement, Time Management
Education
The University of Georgia 1965 — 1968
Education
Wells Fargo Equipment Finance February 2012 - Present
Wells Fargo November 2009 - February 2012
Wells Fargo August 2008 - November 2009
J. Kirk Gray, PC February 2006 - May 2008
California Bank & Trust September 2003 - January 2006
Lewis L. Henrickson, Inc. September 2002 - September 2003
OASYS Investments June 1997 - September 2001
Skills
Microsoft Word, Microsoft Excel, SharePoint, Outlook, Lync, QuickBooks, Rumba, Reflection, Peachtree, Oracle, PowerPoint, Artiva, TabFusion, Spanish, Public Speaking
Education
University of Phoenix 2014 — 2017
Bachelor of Business Administration (B.B.A.)
Grossmont College 2001 — 2002
Wells Fargo Equipment Finance March 2012 - Present
Enterprise Fleet Management July 2010 - March 2012
Commerical Credit Group 2008 - June 2010
Citicapital Commercial Corporation April 2005 - April 2008
Altec Capital Services 2003 - 2005
Combatel Distribution/Terex Utilities South 2000 - 2003
Enterprise Fleet Management 1994 - 2000
Skills
Sales Management, Business Development, Customer Service, Training, Fleet Management, Strategic Planning, B2B, Finance, Territory Management, New Business Development, Cold Calling, Account Management, Sales Process, Direct Sales, Selling, Sales, Credit, Profit, Sales Operations, Salesforce.com, Budgets, Customer Satisfaction, Start-ups, Strategy, Management, Enterprise Software, Leadership, Competitive Analysis, CRM, Pricing, Forecasting, Sales Force Development, Sales Presentations, P&L Management, Key Account Management, Contract Negotiation, Team Building, Recruiting, Operations Management, Customer Retention, Human Resources, Negotiation, Marketing, Business Planning, Building Relationships
Education
Samford University 1992 — 1996
BA, Public Administration
Dallas County Sheriff's Office Adel, Iowa September 2015 - Present
Wells Fargo Equipment Finance February 2015 - September 2015
Wells Fargo Equipment Finance January 2011 - February 2015
Wells Fargo Fianancial Leasing October 2009 - December 2010
Wells Fargo Financial Leasing October 2008 - September 2009
Wells Fargo Financial Inc September 2006 - September 2008
Skills
Banking, Loans, Commercial Banking, Financial Analysis, Finance, Accounting, Loan Origination, Process Improvement, Team Building, Portfolio Management, Customer Service
Education
William Penn University College for Working Adults 2012 — 2015
Bachelor of Arts (B.A.), Accounting
Des Moines Area Community College 2009 — 2012
Associate of Science (A.S.), Business Administration and Management, General
William Penn University College for Working Adults
Master's degree, Business Leadership
Washington University in St. Louis September 2015 - Present
Southwestern Illinois College February 2014 - August 2015
"Expect Delays" - Ted Trent Studios & Circa87 May 2014 - May 2014
"Belleville" - Ted Trent Studios & Circa87 October 2013 - October 2013
ACGME June 2013 - July 2013
Wells Fargo - Equipment Finance December 2011 - April 2013
The Peace Corner Youth Center 2013 - 2013
Improv Nerd 2012 - 2013
Northern Star Media August 2010 - May 2011
Northern Star Media August 2009 - May 2010
Skills
Social Media, AP Style, Editing, News Writing, Journalism, Newsletters, Feature Articles, Copy Editing, Facebook, Blogging, Publications, WordPress, InCopy, Proofreading, Press Releases, InDesign, Storytelling, Editorial, Content Management, Video Editing, Creative Writing, Film Editing, SEO
Education
ImprovOlympic 2011 — 2012
Long Form Improvisation
Northern Illinois University 2007 — 2011
Bachelors of Science, Journalism; Communications
Wells Fargo Equipment Finance March 2015 - Present
Wells Fargo March 2014 - March 2015
Wells Fargo Equipment Finance, Inc. March 2011 - March 2014
Wells Fargo September 2008 - March 2011
Wells Fargo August 2007 - October 2008
Skills
Banking, Outlook, Customer Service, Access, Microsoft Excel, Finance, Process Improvement, PeopleSoft, Microsoft Office, PowerPoint, Financial Analysis, Accounts Payable, Analysis
Education
Century College 2012 — 2014
Associate's degree, Business Administration and Management, General
Wells Fargo Equipment Finance June 2008 - Present
GE Capital - Fleet October 2003 - May 2008
Textron Financial October 2001 - October 2003
CitiCapital August 2000 - October 2001
Conseco July 1998 - July 2000
New Holland Credit 1990 - 1998
Ford Motor Credit Company 1988 - 1990
Arizona Cardinals Football Club (when they were located in St Louis) 1987 - 1987
Skills
Credit, Underwriting, Commercial Lending, Portfolio Management, Credit Scoring, Loans, Financial Services, Capital Markets, Finance, Asset Based Lending, Relationship Management, Commercial Banking, Management, Financial Structuring, Financial Risk, Asset Management, Strategy, Customer Service, Credit Analysis, Process Improvement, Financial Analysis, Credit Risk, Banking, Business Development, Risk Management, Sales Management, Corporate Finance, Structured Finance, Small Business Lending, Investments, Financial Modeling, Mortgage Lending, Treasury Management, Valuation, Mergers & Acquisitions, Loan Origination, Strategic Financial..., Due Diligence, Cash Management, Wealth Management, Securities, Middle Market, Executive Management, Consumer Lending, Commercial Finance, Lines Of Credit, Funding, Series 7, Loss Mitigation, Retail Banking
Education
Hopkins High
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Economics
Wells Fargo Equipment Finance November 2013 - Present
Wells Fargo Home Mortgage November 2002 - November 2013
Skills
Call Centers, Loans
Education
Concordia University-St. Paul 1995 — 1999
BS, Elementary Education
Coon Rapids High School 1993 — 1995
Zeno Office Solutions a Xerox Company April 2015 - Present
Wells Fargo Equipment Finance May 2014 - May 2015
Copytronics Information Systems February 2013 - March 2014
Copytronics Information Systems September 2009 - February 2013
Albin Business Centers August 1988 - August 2009
Skills
Managed Print Services, Document Imaging, Solution Selling, Direct Sales, Major Accounts, Sales Process, Cold Calling, Photocopier, B2B, Account Management, Selling, Salesforce.com, Document Management, Sales Management, Sales Operations, New Business Development, Sales, Office Equipment, Sales Presentations, Team Building, Lead Generation, Networking, Team Leadership, Professional Mentoring, Professional Services, Building Relationships, Printers, Training, Business Development, Leadership, Customer Satisfaction, Managed Services, Sales Force Development, Contract Negotiation, Software Industry, Competitive Analysis, Channel Partners, Customer Retention, SaaS, Complex Sales, Print Management, Key Account Management, Selling Skills, Territory Development, Strategic Partnerships, Qualifying Prospects, Channel Sales, CRM, Enterprise Software, Ricoh
Education
Northwood University 1987 — 1991
Hope College 1985 — 1986
International Relations and Affairs
Wells Fargo Equipment Finance September 2012 - Present
Citi March 2006 - September 2012
CarMax January 2004 - December 2010
IKON Office Solutions March 2003 - July 2005
Skills
Commercial Banking, Banking, Credit, Loans, Credit Analysis, Underwriting, Import/Export, New Business Development, Small Business, Small Business Lending, Thinking Outside The Box, Customer Acquisition, Customer Service, Customer Retention, Sales Management, International Sales, Direct Sales, Buying, Leases, CRM software, Direct Marketing, Product Marketing, Problem Solving, Creative Problem Solving, Global Macro
Education
Lake Forest College 1996 — 2000
Bachelor of Arts, Economics
Warren Township High School 1992 — 1996
Wells Fargo Equipment Finance April 2015 - Present
Cole Taylor Equipment Finance July 2013 - March 2015
Fifth Third Bank June 2005 - July 2013
Mercantile Bankshares Corporation 1998 - 2005
NationsBank 1995 - 1998
Norwest Mortgage 1993 - 1995
Skills
Banking, Portfolio Management, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Loans, Lines Of Credit, Asset Based Lending, Loan Origination, Equipment Finance, Commercial Leasing, Finance, Financial Analysis
Education
Elon University 1989 — 1993
Bachelor of Science (B.S.), Marketing, Business, Finance
Loyola Blakefield 1985 — 1989
CIT September 2012 - Present
Huntington Equipment Finance April 2012 - September 2012
Wells Fargo Equipment Finance September 2008 - February 2012
Merrill Lynch Capital 2004 - 2008
Transamerica Commercial Finance 2002 - 2004
Textron Financial 1994 - 2001
ITT Commercial Finance 1989 - 1994
Education
Baylor University - Hankamer School of Business 1980 — 1985
MBA, BBA, Finance, Economics
Wells Fargo Equipment Finance January 2014 - Present
Wells Fargo Equipment Finance October 2012 - January 2014
Associated Bank January 2009 - September 2012
Clarity Audio & Video Inc. April 2007 - January 2009
TCF Bank 1999 - 2007
Skills
Banking, Finance, Loans, Deposits, Small Business, Commercial Lending, Loan Origination, Cash Management, Consumer Lending, Commercial Banking, Credit, Refinance
Education
Crown College 2000 — 2004
BS, Business Administration, Communications
Wells Fargo Equipment Finance February 2015 - Present
Wells Fargo SBA Lending October 1999 - February 2015
Skills
Financial Analysis, Credit Analysis, Commercial Lending, Small Business Lending, Business Development, Banking, Finance, Small Business, Loans, Credit
Education
University of Iowa 1990 — 1992
Master of Business Administration (M.B.A.), Finance, Economics
Iowa State University 1983 — 1987
Bachelor's Degree, Finance, General
Gulfstream Business Bank December 2012 - April 2013
Wells Fargo Bank, Wells Fargo Equipment Finance December 2008 - April 2012
Wells Fargo Equipment Finance December 2008 - April 2012
Wachovia Bank, Wachovia Equipment Finance December 2005 - December 2008
SouthTrust Bank November 1995 - December 2005
GE Capital 1980 - 1985
Skills
Sales Management, Credit, Middle Market, New Business Development, Underwriting, Completed Formal Credit..., Customer Acquisition, Aircraft Finance, Contract Negotiation, Supervisory Experience, Problem Solving, Prospecting Skills, Finance Equipment..., Real Estate Financing, Teamwork, Time Management, Financial Analysis, Financial Reporting, Sales Presentations, Skilled in Super Trump, Skilled in Act, Management, Finance, Loans, Commercial Lending, Marketing, Sales, Asset Based Lending, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Loan Origination, Relationship Management, Commercial Mortgages, Credit Risk, Lines Of Credit, Consumer Lending, Financial Structuring, Mortgage Lending
Education
Miami Dade College
Associate's degree, Accounting and Finance
MB Equipment Finance May 2013 - Present
Wells Fargo Equipment Finance January 2003 - May 2013
Skills
Sales, Finance, Credit, Loans, Banking, Mortgage Lending, Portfolio Management, Credit Analysis, Commercial Banking, Commercial Lending, Relationship Management, Financial Services, Small Business Lending, Consumer Lending, Loan Origination
Education
Eastern Illinois University 1976 — 1980
Finance, Business
Wells Fargo Equipment Finance 2006 - Present
ORIX Financial Services, Inc., Kennesaw, GA 2002 - 2006
Associates Commercial Corporation 1990 - 2000
Education
California State University-Chico
Wells Fargo Equipment Finance September 1996 - Present
Skills
Leadership, SDLC, Analytics, Business Analysis, Management, Requirements Gathering, Business Process..., Business Intelligence, Strategic Planning, Financial Analysis
Education
Arapahoe Community College
University of Utah
Bachelor of Arts (BA), Economics
Wells Fargo Equipment Finance November 2013 - Present
Wells Fargo March 2007 - November 2013
The Home Depot 2005 - 2007
Proctor Mechanical Corporation 2004 - 2005
Skills
Credit Analysis, Lines Of Credit, Loan Servicing, Loss Mitigation, Loans, Home Equity Loans, Credit, Banking, Legal Consulting, Legal Research, Skip Tracing, Financial Analysis, Credit Reporting, Mortgage Banking, Loan Origination, Refinance, Retail Banking, Finance, Financial Services, Loss Prevention, Plumbing, Gardening, Credit Cards, Mortgage Servicing, Operational Risk, Financial Institutions, Asset, Financial Advisory, Credit Scoring, Cross Selling, Judgment Collections, Collections, Garden Design, Operational Risk..., Relationship Management, Equipment Leasing, Leases, Contract Negotiation, Negotiation, Purchasing Negotiation, Contract Management, Debt Settlement, Settlement Agreements, Dispute Resolution, Professional Mentoring, Job Coaching, Customer Service
Education
Spoon River College 2001 — 2002
Higher Standards, Inc. 2005 - Present
TCF Equipment Finance 2002 - 2005
Wells Fargo Equipment Finance 1993 - 2002
Skills
B2B, Sales Management, Strategic Planning, New Business Development, Payments, Marketing, Leadership, Payment Card Processing, Customer Service, Electronic Payments, Strategic Partnerships, Account Management, Contract Negotiation, Credit Cards, Selling, Risk Management, CRM, Training, Direct Sales, Strategy, Business Development, Finance, Salesforce.com, Sales, Executive Management, Merchant Services, Banking, Business Strategy, Payment Systems
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Financial Management
University of St. Thomas 1990 — 1994
BA, Financial Management
Henry Sibley High School 1987 — 1990
High School
Wells Fargo Equipment Finance May 2005 - Present
State of Illinois Department of Public Aid August 1996 - October 2004
Skills
Account Management, Sales, Customer Service, New Business Development, Team Building, Sales Process, Sales Management, Sales Operations, Direct Sales, Selling, B2B, Customer Satisfaction, Negotiation, Operations Management, Contract Negotiation, Purchasing, Inventory Management
Education
National Louis University 2000 — 2002
MS, Managerial Leadership
University of Illinois Springfield
BA, Communications
Dixon High School
Northern Illinois University
Wells Fargo Equipment Finance February 1997 - Present
Skills
Small Business Lending, Loans, Banking, Credit Analysis, Credit, Commercial Banking, Financial Services, Portfolio Management, Finance, Financial Analysis, Leadership
Education
American Institute for Paralegal Studies, Inc.
Paralegal Certificate
University of Minnesota-Twin Cities
Wells Fargo Equipment Finance November 2013 - Present
Clinica El Divino Nino February 2011 - June 2011
RMTP April 2008 - June 2008
Citibank May 2006 - April 2008
LaSalle Bank May 2005 - January 2006
LaSalle Bank May 2005 - January 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Microsoft Office, Financial Analysis, Customer Service, Data Entry, Teamwork, Outlook, Finance, Leadership, Data Analysis, Time Management, Accounting, Analysis, Banking, Research, Risk Management, Public Speaking
Education
Robert Morris College 2010 — 2012
Associates Degree, Applied Health Science
Kelvyn Park High School 1994 — 1997
High School Diploma, General Studies
Wells Fargo Equipment Finance December 2006 - Present
Skills
PeopleSoft, Outlook, Administrative..., Data Entry, Customer Service, Employee Relations, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Payable, Teamwork, Microsoft Office, Lotus Notes, Banking, Financial Analysis, Credit Analysis, Management, Portfolio Management
Education
Mesa Community College 2001 — 2004
A.A., Administration of Justice
Wells Fargo Equipment Finance June 2003 - Present
Wells Fargo Equipment Finance April 2000 - June 2003
The St Paul Companies September 1995 - March 2000
Blue Cross and Blue Shield of Minnesota April 1993 - September 1995
Montgomery Wards January 1993 - April 1993
Sears, Roebuck and Co. June 1987 - August 1992
Sears, Roebuck and Co. April 1984 - June 1987
Sears, Roebuck and Co. June 1981 - April 1984
Skills
Risk Management, Portfolio Management, Finance, Analysis, Banking, Loans, Commercial Lending, Negotiation
Education
University of St Thomas, Minneapolis, MN 2008 — 2009
Certified Professional Project Manager (CPPM)
Concordia University-St. Paul 1988 — 1989
Bachelor of Arts (B.A.), Business Management Communications
University of Minnesota-Twin Cities 1981 — 1985
Associate of Arts (AA), General Studies
University of Wisconsin-Stout 1980 — 1981
Business, Management, Marketing, and Related Support Services
Cretin High School 1976 — 1980
High School
Wells Fargo Equipment Finance August 2002 - Present
Wells Fargo Financial May 2000 - August 2002
Wells Fargo Financial Acceptance July 1998 - May 2000
Arcadia Financial Ltd./Olympic Financial Ltd. March 1996 - July 1998
Community Credit Co February 1991 - March 1996
Community Credit Co. October 1988 - February 1991
Skills
Banking, Consumer Lending, Credit, Credit Analysis, Finance, Financial Analysis, Leadership, Loans, Management, Portfolio Management, Process Improvement, Risk Management, Relationship Management, Financial Services, Customer Service, Commercial Lending, Credit Risk, Team Building, Microsoft Excel, Financial Risk, Microsoft Office
Education
Gustavus Adolphus College 1980 — 1984
BA
St Louis Park High School 1978 — 1980
Wells Fargo Equipment Finance January 2013 - Present
Societe Generale September 2010 - January 2013
Citi Group September 2005 - September 2008
Citi Group August 2004 - September 2005
Skills
Credit, Portfolio Management, Risk Management, Banking, Loans, Finance, Sales Management, Management, Capital Markets, Financial Risk, Negotiation, Business Development, Leadership
Education
Syracuse University 2000 — 2004
BA, Economics
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
minor, Finance
EverBank Commercial Finance June 2011 - Present
Makino Capital Services December 2008 - June 2011
Siemens Financial Services March 2005 - 2009
Wells Fargo Equipment Finance 1999 - 2005
Phoenixcor, Inc. 1993 - 1999
Skills
Finance, Asset Managment, Credit, Business Development, Risk Management, Banking, Leadership, Loans, Relationship Management, Underwriting, Capital Markets, Business Strategy, Pricing, Negotiation, Program Management, Strategic Planning, New Business Development, Process Improvement, Asset Management, Strategy, Commercial Lending, Funding, Due Diligence, Financial Services, Sales Operations
Education
Fairfield University 1999 — 2002
MBA, Finance
Ohio Wesleyan University 1988 — 1992
BA, Economics, Politics and Government
New Canaan High School 1984 — 1988
Dale Carnegie
Wells Fargo Equipment Finance February 2007 - Present
Textron Financial 1999 - 2006
Skills
Commercial Lending, Private Pilots License, Asset Based Lending, Business Development, Commercial Banking, Credit Analysis, Finance, Financial Analysis, Loans, Management, Negotiation, New Business Development, Pricing, Sales, Salesforce.com, Team Leadership
Education
Cardinal Stritch University 2003 — 2005
MBA, Finance
Wells Fargo Equipment Finance January 2005 - Present
First Source Funding 2003 - 2004
G.E.Capital Business Credit 2001 - 2003
GE Capital 1997 - 2001
GE Capital 1982 - 1983
Skills
New Business Development, Financial Analysis, Credit Analysis, Strategic Planning, Portfolio Management, Commercial Banking, Credit, Commercial Lending, Risk Management, Finance, Asset Based Lending, Underwriting, Loans
Education
Indiana Wesleyan University 1996 — 1997
MBA
University of North Carolina at Charlotte 1969 — 1973
Wells Fargo Equipment Finance, Inc. January 2012 - Present
Wells Fargo Equipment Finance April 2006 - December 2011
CIT Group/Equipment Financing September 2004 - April 2006
CIT Group/Equipment Financing September 2001 - September 2004
National Bank of Arizona September 1999 - September 2001
Skills
Credit Underwriting, Loan Structuring, Cash Flow Analysis, Collateral Analysis, Due Diligence, Loan Portfolio..., Document Negotiation, Security Interest..., Bankruptcy and..., Loan Restructuring and..., Asset Based Lending, Financial Analysis, Credit Risk, Portfolio Management, Capital Structure, Underwriting, Commercial Lending, Cash Flow, Financial Structuring, Credit, Negotiation, Relationship Management, Credit Analysis, Management, Financial Risk, Collaterals, Finance, Loans, Financial Modeling, Mergers & Acquisitions, Commercial Banking, Loan Origination, Small Business Lending, Banking, Middle Market, Lines Of Credit, Restructuring, Workout
Education
Arizona State University - W. P. Carey School of Business 2005 — 2007
University of Arizona, Eller College of Management 1996 — 1999
BSBA, Finance
Wells Fargo Equipment Finance March 2014 - Present
Associated Bank November 2009 - February 2014
Cambria Financial Group July 2008 - December 2009
TCF Bank April 2008 - July 2008
TCF Bank August 2004 - April 2008
TCF Bank July 1995 - August 2004
Skills
Banking, Credit, Retail Banking, Commercial Lending, Commercial Banking, Consumer Lending, Finance, Sales Management, Leadership, Core Banking, Loans, Deposits, Risk Management, Branch Banking, Portfolio Management, Financial Risk, Financial Services, Operational Risk..., Credit Analysis, Small Business Lending, Mortgage Lending, Financial Analysis, Lines Of Credit, Treasury Management, Cross Selling, Loan Origination, SBA, Relationship Management, Branch Management, Underwriting, Mortgage Banking, Cash Management, Asset Based Lending, Sales, Commercial Mortgages
Education
Saint John's University 1987 — 1991
Bachelor of Arts, Social Science and Management
Lakeville High School 1985 — 1987
Wells Fargo August 2008 - Present
Wells Fargo Equipment Finance August 2008 - Present
Education
College of Saint Benedict 1996 — 2000
Saint John's University 1996 — 2000
Wells Fargo Equipment Finance September 2013 - Present
Freelance Consultant November 2009 - Present
Wells Fargo Home Mortgage October 2010 - September 2013
American Enterprise Group, Inc. November 2007 - November 2009
American Republic June 2005 - November 2007
American Republic 1989 - 2004
Skills
Strategic Communications, Insurance, Health Insurance, Internal Communications, Social Media, Leadership, Training, Strategic Planning, Public Relations, Project Management, Sales, Employee Benefits, Marketing Strategy, Community Outreach, Team Building, Marketing, Corporate Communications, Marketing Communications, Social Media Marketing, Process Improvement
Education
University of Iowa 1978 — 1982
Roosevelt High schoole
Wells Fargo Bank September 2008 - September 2014
Wells Fargo Equipment Finance February 2006 - September 2008
Smith Barney September 2004 - February 2006
Morgan Stanley September 2000 - September 2004
Skills
Credit Analysis, Strategic Financial..., Wealth Management, Derivatives
Education
Carnegie Mellon University 1996 — 2000
Wells Fargo Equipment Finance 2006 - Present
Morgan Stanley January 2004 - August 2006
Skills
Credit, Credit Analysis, Portfolio Management, Financial Analysis, Series 7, Loans, Commercial Lending, Banking, Management, Commercial Banking, Credit Risk, Treasury Management, Equipment Leasing
Education
Northern Illinois University 2015 — 2018
Master of Business Administration (M.B.A.) - Expected
Indiana University Bloomington 2001 — 2003
Bachelor of Science (B.S.), Public Financial Management
Libertyville High School 1994 — 1998
Wells Fargo Equipment Finance April 2014 - Present
USA Karate January 2010 - Present
Wells Fargo December 2011 - March 2014
Wells Fargo August 2003 - November 2011
Skills
Toastmasters, Teamwork, Public Speaking, Credit, Banking, Credit Analysis, Loan Origination, Portfolio Management, Loss Mitigation, Consumer Lending, Financial Analysis, Finance, Refinance, Risk Management, Underwriting, Credit Risk, Financial Services, Small Business Lending, Karate, Taekwondo, Soccer
Education
Concordia College 1999 — 2003
Bachelor of Arts (B.A.), Spanish
Univeriversidad de Pamplona 2000 — 2000
Certificate, Spanish Language and Literature
Wells Fargo Equipment Finance August 2014 - Present
General Electric June 2006 - August 2014
GE Capital June 2004 - June 2006
Skills
Commercial Finance, Asset Based Lending, Financial Analysis, Portfolio Management, Sales, Finance, Business Development, Financial Modeling, Financial Services, Corporate Finance, Loans, Credit, Credit Analysis, Management, Banking
Education
Villanova University 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Kansas 1989 — 1993
Bachelor of Science (B.S.), Chemical Engineering
Colerain High School 1986 — 1989
WELLS FARGO EQUIPMENT FINANCE 2000 - Present
Wells Fargo 2000 - Present
CIT September 2000 - July 2007
Skills
Commercial Lending, Credit Risk, Portfolio Management, Credit Analysis, Small Business Lending, Credit, Banking, Mortgage Lending, Loans, Asset Based Lending, Financial Analysis, Underwriting, Relationship Management, Risk Management, Loan Origination, Commercial Banking, Finance, Asset Management, Corporate Finance, Financial Structuring, New Business Development, Financial Services, Business Development, Insurance, Financial Risk, Capital Markets, Financial Modeling, Sales, Sales Management, Commercial Mortgages, Mergers & Acquisitions, Structured Finance, Restructuring, Funding, Cash Management, Executive Management, Lines Of Credit, Sales Operations
Education
Stockton University 1986 — 1988
BS, Marketing and Business Administration
Wells Fargo Equipment Finance July 2012 - Present
Wells Fargo Financial July 2009 - July 2012
Principal Global Investors May 1999 - May 2009
Skills
Finance, Credit, Investments, Mortgage Lending, Commercial Real Estate, Analysis, Real Estate Economics, Valuation, Asset Management, Underwriting, Portfolio Management, Loans, Financial Analysis, Due Diligence, Commercial Lending, Credit Analysis, Real Estate, Financial Modeling, Investment Properties, CMBS
Education
University of Iowa - Henry B. Tippie College of Business 2001 — 2003
MBA, Finance/Accounting
University of Iowa - Henry B. Tippie College of Business 1994 — 1998
BA, Finance
Wells Fargo Equipment Finance August 2014 - Present
SunTrust Equipment Finance & Leasing Corp. August 2012 - August 2014
SunTrust Bank July 2011 - August 2012
Charabanc Financial Services, Inc 2002 - June 2011
Equipment Finance Corporation 2000 - 2002
Textron Financial Corp 1994 - 2000
Textron Financial Corp 1994 - 2000
Textron Financial Corp 1994 - 2000
Electrical Insulation Suppliers, Inc 1994 - 1994
Orix Credit Alliance, Inc 1991 - 1994
Skills
Credit, Credit Analysis, Portfolio Management, Loans, Finance, Commercial Lending, Funding, New Business Development, Sales, Banking, Asset Based Lending, Risk Management, Financial Analysis, Underwriting, Credit Risk, Financial Structuring, Commercial Banking, Analysis, Small Business Lending
Education
Marshall University
BBA, Finance
Wells Fargo Equipment Finance September 2010 - Present
CIT Group April 2003 - June 2008
Skills
Loan Origination, Capital Markets, Structured Finance, Finance, Financial Modeling, Corporate Finance, Financial Services, Financial Structuring, Valuation, Commercial Mortgages, Fixed Income, Due Diligence, Credit Underwriting, Credit Analysis, Portfolio Management, Credit Management, Vendor Management
Education
California State University-Fullerton
Master of Business Administration (M.B.A.), Accounting and Finance
University of Oregon
Bachelor of Science, Accounting and Finance
Wells Fargo Equipment Finance December 2013 - Present
Ritchie Bros. Auctioneers April 2011 - December 2013
Anderson Financial Group February 2010 - March 2011
Komatsu Financial April 2006 - July 2009
Komatsu Financial September 2005 - March 2006
Komatsu Financial May 2003 - August 2005
Komatsu Financial May 2001 - April 2003
Sears, Roebuck and Co. July 2000 - May 2001
Skills
Credit Analysis, Credit, Portfolio Management, Finance, Credit Risk, Accounting, Management, Leadership, Negotiation, Strategic Planning, Team Building, Sales
Education
Indiana University Bloomington 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Wells Fargo Equipment Finance April 2011 - Present
TCF Bank October 2009 - December 2009
DaimlerChrysler Financial Services January 1998 - August 2008
Mercedes-Benz Credit Corporation aka DaimlerChrysler Financial Services January 1998 - January 2008
DaimlerChrysler Financial Services January 2005 - January 2007
Fleet Credit January 1998 - January 2005
FREUND EQUIPMENT January 1996 - January 1998
GE Capital January 1995 - January 1996
GE Capital 1995 - 1996
Navistar Financial Corporation January 1988 - January 1995
Skills
Credit, Financial Analysis, Finance, Financial Risk, Management, Analysis, Mergers & Acquisitions, Leadership, Financial Services, Accounting, Auditing, Training, CRM, Sales, Negotiation, Access, Customer Satisfaction, Contract Negotiation, Executive Management, SAP, Coaching, Financial Modeling, Corporate Finance, Microsoft Excel
Education
Northern Illinois University 1986 — 1990
MBA, Finance / Accounting
Northern Illinois University 1986 — 1990
MBA, Finance and Financial Management Services
Northern Illinois University 1975 — 1978
BS, Finance / Accounting
Northern Illinois University 1975 — 1978
B.S, Finance/Accounting
Wells Fargo Equipment Finance January 1993 - Present
Education
Towson University 1988 — 1993
Wells Fargo Equipment Finance 2008 - Present
Wells Fargo Financial Leasing 2001 - 2008
Skills
Portfolio Management, Credit, Credit Analysis, Residual pricing, Business Process Design, Business Process..., Contract Negotiation, Financial Modeling, Due Diligence, Management, Team Building, Process Improvement
Education
University of Iowa 1989 — 2003
Bachelor of Business Administration (B.B.A.)
University of Iowa 1989 — 1993
BBA, Business Administration
Wells Fargo Equipment Finance May 2012 - Present
Wells Fargo Equipment Finance February 2008 - April 2012
Wachovia April 2006 - February 2008
Wachovia August 1999 - April 2006
Wachovia August 1995 - July 1999
Johns Manville June 1993 - August 1995
Skills
Finance, Corporate Finance, Start-ups, Investments, Capital Markets, Investment Banking, Financial Services, Analytics, Loans, Leadership, Management
Education
Converse College 1984 — 1988
BA, Politics, Business Administration
Wells Fargo Equipment Finance March 2009 - Present
MarCap Corporation April 2005 - March 2009
MarCap Corporation April 1996 - April 2005
Education
Drake University 1981 — 1985
BSBA, Business
SG Equipment Finance USA March 2008 - Present
Wells Fargo Equipment Finance 1997 - April 2008
Chase Manhattan Bank 1993 - 1997
Natwest USA May 1988 - December 1989
Skills
Capital Markets, Syndications, Banking, Credit Analysis, Asset Based Lending, Credit Risk, Portfolio Management, Corporate Finance, Structured Finance, Commercial Lending, Finance, Credit, Risk Management, Funding, Loans, Financial Structuring, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1980 — 1984
Business Administration, Business Administration and Management, General
Wells Fargo Equipment Finance April 2014 - Present
Wells Fargo Equipment Finance April 2007 - March 2014
BOKF Equipment Finance May 2005 - April 2007
Skills
Sales, Oil & Gas Industry, Portfolio Management, Loans, Marine Industry, Credit Analysis, Credit, Commercial Lending, Equipment Loans
Education
Texas State University 1989 — 1994
B.S., Geography and Planning
Wells Fargo Equipment Finance 1999 - Present
De Lage Landen November 1992 - August 1999
Skills
Credit, Credit Analysis, Loans, Portfolio Management, Commercial Finance, Commercial Lending, Banking, Relationship Management, Credit Risk, Financial Analysis, Finance, Underwriting, Commercial Banking, Financial Services, Loan Origination
Education
Temple University - Fox School of Business and Management 1995 — 1998
Master of Business Administration (M.B.A.), Finance & Management
La Salle University - School of Business Administration 1987 — 1991
Bachelor of Science (BS), Finance and Management
Wells Fargo Equipment Finance February 2004 - Present
Hewitt Associates December 1999 - May 2003
Mellon First United Leasing May 1996 - December 1999
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Power Point
Education
North Park University 2002 — 2004
Bachelor's Degree, Human Development
Palatine High School 1985 — 1988
n/a, n/a
TCF Equipment Finance August 2015 - Present
Wells Fargo Equipment Finance February 2006 - July 2015
Wells Fargo Global Financial Institutions February 2003 - February 2006
Wells Fargo Fleet Services February 2002 - February 2003
Wells Fargo Financial Leasing October 1997 - February 2002
Rollerblade October 1994 - October 1997
Textron Financial Corporation May 1986 - January 1994
Skills
Credit, Credit Analysis, Banking, Risk Management, Commercial Banking, Finance, Small Business Lending, Commercial Lending, Credit Risk, Loans, Asset Based Lending, Financial Risk, Treasury Management, Retail Banking
Education
University of Wisconsin-Madison 2004 — 2007
Diploma, Graduate School of Banking
Concordia College 1982 — 1986
BA, Business Administration/French/Political Science
GE Capital April 2014 - Present
Wells Fargo Equipment Finance November 2008 - Present
Key Equipment Finance March 2003 - October 2008
Komatsu Financial January 1997 - March 2003
Skills
Budgets, Credit, Finance, Loans
Education
Northern Illinois University 2003 — 2006
MBA, General
Western Illinois University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Wells Fargo Equipment Finance January 2012 - Present
Wells Fargo Equipment Finance February 2002 - December 2011
Principal Bank March 1999 - January 2002
Office of the Comptroller of the Currency June 1992 - March 1999
Skills
Banking, Compliance, Credit Analysis, Credit, Portfolio Management, Credit Risk, Loans, Financial Risk, Risk Management, Underwriting, Commercial Lending, Due Diligence, Financial Services, Commercial Banking, Small Business Lending
Education
University of Iowa 1981 — 1985
BBA, Accounting
Wells Fargo Equipment Finance January 2014 - Present
Wells Fargo Equipment Finance fka Wachovia Financial Services, Inc. February 2011 - December 2013
Wachovia Financial Services, Inc. March 2007 - January 2011
General Electric Commercial Corporation fka CitiCapital Commercial Corporation February 2005 - June 2006
Citi 1988 - 2006
CitiCapital Commercial Corporation September 2003 - January 2005
Skills
Mortgage Lending, Real Estate, Customer Service, Banking, Credit, Loans, Microsoft Word, Credit Analysis, Risk Management, Leadership
Education
Montreat College
Wells Fargo Equipment Finance April 1999 - Present
Conseco Equipment Finance f/k/a GreenTree Equipment Finance April 1998 - March 1999
GE Capital 1997 - 1998
Motor Coach Industries July 1996 - June 1997
Concord Commerical Corporation (division of HSBC) January 1990 - June 1996
Transamerica Commerical Finance f/k/a Borg Warner Acceptance Corporation October 1987 - December 1989
Skills
Process Improvement, Account Management, Customer Service, Team Building, Negotiation, Contract Negotiation, Operations Management, Bankruptcy, Workout, Collections, Portfolio Management, Dispute Resolution, Management, Banking, Training
Education
Minnesota State University, Mankato 1983 — 1987
BS, Finance, Real Estate, Agricultural Economics
Jeffrey Slocum & Associates September 2014 - Present
DCAdvisors September 2009 - August 2014
Strategic Investment Group February 2004 - May 2009
Wells Fargo Equipment Finance June 2003 - August 2003
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2003
BBA, Finance and Accounting
University of Wisconsin-Madison 1999 — 2000
Wells Fargo Equipment Finance August 2008 - Present
Education
Saint John's University 1996 — 2000
Business Management
Pentair July 2013 - Present
Wells Fargo Equipment Finance October 2012 - July 2013
Wells Fargo April 2011 - September 2012
Wells Fargo February 2010 - April 2011
Wells Fargo February 2009 - February 2010
Target August 2008 - January 2009
KJNB Radio January 2006 - May 2008
Saint John's University October 2005 - May 2008
Minneapolis/St. Paul Business Journal June 2007 - August 2007
U.S. Bank Document Custody Services June 2005 - August 2005
Skills
Hyperion, Essbase, SAP, Analysis, Financial Analysis, Customer Service, Management, Leadership, Microsoft Excel, Team Leadership, Marketing, Finance, Microsoft Office, Microsoft Word, Sales, Risk Management, Forecasting, PowerPoint, Process Improvement, Public Speaking
Education
Hamline University
Master of Business Administration (MBA)
Saint John's University 2004 — 2008
Bachelor of Arts (BA), Business Administration/Spanish
Wells Fargo Equipment Finance January 2000 - Present
Skills
Credit, Commercial Lending, Structured Finance, Investments, Financial Risk
Education
St. Cloud State University
Bachelor's degree, Finance/Econ
Wells Fargo Equipment Finance April 2014 - Present
Regions Equipment Finance Corp. April 2009 - April 2014
GE Capital September 2001 - March 2010
GE Capital May 2000 - September 2001
CIT May 1997 - May 2000
Skills
Loans, Finance, Commercial Lending, Credit Analysis, Underwriting, Relationship Management, Credit, Asset Based Lending, Banking, Financial Analysis, Portfolio Management, Risk Management, Corporate Finance, Financial Statement..., Due Diligence, Retail Banking, Financial Risk, Small Business Lending, Credit Risk, Lines Of Credit, Commercial Banking, Capital Markets, Cash Management, Consumer Lending, Financial Services, Financial Structuring, Loan Origination, Mortgage Lending, Structured Finance, Treasury Management
Education
University of Florida 1990 — 1992
BA, Political Science and Economics
Wells Fargo Equipment Finance March 2010 - Present
Ringer LLC April 2009 - November 2009
Axiant LLC May 2008 - November 2008
GE Capital- Trade Services January 2003 - April 2008
GE Capital- Vendor Financial Services October 1996 - October 1999
GE Capital/Chase Manhattan Leasing August 1989 - September 1996
Education
Saint Anselm College 1980 — 1984
BA, Natural Sciences
Wells Fargo Equipment Finance November 2006 - Present
TCM Distribution USA October 2004 - November 2006
MMD Equipment February 1994 - September 2004
Skills
New Business Development, Sales Management, Team Building, Contract Negotiation, Operations Management, Strategic Planning, Account Management, Negotiation, Marketing Strategy, Business Strategy, Sales, Budgets, Business Planning, Sales Operations, Product Development, Marketing, Pricing, Marketing Management, Purchasing, Competitive Analysis, Customer Service, Leadership, Team Leadership, Project Management, B2B, Sales Process, Coaching, Cross-functional Team..., Direct Sales, Retail, Inventory Management, Strategy, Change Management, Forecasting, Project Planning, Business Development, Key Account Management
Education
Regis University 2003 — 2006
MBA, Business
Saint Leo University 1998 — 2001
Bachelor of Arts, Business Management
Rowan University 1988 — 1993
Bachelor of Arts, Geography
Wells Fargo Equipment Finance August 2010 - Present
Education
Northern Illinois University
Finance
Wells Fargo Equipment Finance Credit ManagerGE Capital CorporationOctober 2001 - June 2003
Heller Financial, Inc. April 1993 - October 2001
Pitney Bowes Credit Corporation June 1990 - April 1993
GE Capital Corporation December 1985 - June 1990
Education
Quinlan School of Business, Loyola University Chicago
MBA, Finance
University of Minnesota - Carlson School of Management 1978 — 1982
BSB, Finance
Donlen Corporation June 2011 - Present
OFC Capital 2006 - 2010
Wells Fargo Equipment Finance 2004 - 2006
Bank of America Vendor Finance January 1998 - January 2003
NationsBank Leasing Corporation January 1991 - January 1998
Citizens and Southern National Bank January 1982 - January 1991
WESTINGHOUSE CREDIT CORPORATION November 1979 - January 1982
Skills
Credit, Credit Analysis, New Business Development, Sales Management, Finance, Asset Based Lending, Syndications, Business Development, Commercial Lending, Mergers, Strategic Planning, Financial Modeling, Financial Analysis, Business Strategy, Negotiation
Education
Marist School
The University of Georgia
BBA, Marketing and Finance
Wells Fargo Equipment Finance November 2012 - Present
Ritchie Bros. Auctioneers (America) Inc. August 2011 - November 2012
IronPlanet October 2010 - June 2011
Komatsu Financial 2006 - 2009
Komatsu Financial 2006 - 2006
Komatsu Financial 2004 - 2006
Komatsu Financial 2001 - 2004
Komatsu Financial 1998 - 2001
Komatsu Financial 1997 - 1998
Skills
New Business Development, Sales, Management, Process Improvement, Strategic Planning, Negotiation, Marketing, Credit, Project Management, Customer Service, Finance, Contract Management, Contract Negotiation, Account Management, Team Building, Leadership, CRM, Inventory Management, Budgets, Analysis, Human Resources, Retail, Financial Analysis
Education
Saint Xavier University 1998 — 2001
Master of Business Administration, Management
Illinois State University 1989 — 1993
Bachelor of Science, Finance
Thornwood 1985 — 1989
Wells Fargo Equipment Finance April 2013 - Present
Founder Account Executive B2BEdit 2012 - Present
California First Leasing Corporation September 2006 - May 2011
Ames Color-File January 1999 - October 2005
Pacific Bell Wireless January 1996 - January 1999
Skills
Selling, Account Management, Cold Calling, Sales Operations, B2B, New Business Development, Sales, Strategic Partnerships, Management, Leadership, Marketing, Negotiation, Contract Negotiation, Pricing, Team Leadership, Networking, Direct Sales, Financial Analysis, Customer Satisfaction, Salesforce.com, Microsoft Excel, Sales Process, Training, Customer Service, Sales Management, Analysis, Selling Skills, Finance, Building Relationships, Marketing Strategy, Leases, Sales Presentations, CRM, Forecasting, Consultative Selling, Territory Development, Self Management, Sales Force Development, Entrepreneurship, Trade Shows, Competitive Analysis, Time Management, Key Account Management, Team Building, Contract Negotiations, Territory Management, Building Strategic..., New Business Acquisition, Solution Selling, Relationship Building
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Marketing
Hazelwood Senior High School
High School
Washington University in St. Louis
BA, Economics
Sovereign Bank March 2011 - Present
Greystone July 2007 - July 2009
Wells Fargo Equipment Finance July 2006 - July 2007
Harbour Capital April 2000 - May 2005
AT+T Capital 1994 - 2004
Bankvest Capital 1998 - 1999
Fleet Credit Corporation 1984 - 1990
Education
Suffolk University - Sawyer Business School 1980 — 1981
MBA, Business
Keene State College 1977 — 1980
BS, Systems Management
Wells Fargo Equipment Finance January 2011 - Present
Commercial Credit Group September 2010 - January 2012
Trail King Industries June 2009 - September 2010
Alter Moneta July 2007 - March 2009
CIT 1999 - 2007
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Credit, Finance, Financial Analysis, Financial Services, Loans, Negotiation, Relationship Management, Sales
Education
Brigham Young University
B.S., Business
Wells Fargo Equipment Finance February 2002 - Present
Skills
Sales Management, Sales, New Business Development, Account Management, Customer Service, Negotiation, Strategic Planning, Banking, Business Development, Credit, Marketing, Team Building, Relationship Management, Marketing Strategy, Microsoft Office, Contract Negotiation
Education
Southeast Missouri State University 1980 — 1984
Bachelor of Science (BS), Management/Finance
Wells Fargo Equipment Finance August 2011 - Present
Wells Fargo Auto Finance August 2009 - July 2011
Wells Fargo Auto Finance January 2006 - July 2009
Education
Arizona State University 2004 — 2009
BA, Communications
Wells Fargo Equipment Finance 2014 - Present
Military Family Home Loan LLC September 2010 - January 2014
Wells Fargo Financial July 2007 - December 2010
Skills
Mortgage Lending, Consumer Lending, Loans, Loan Origination, Credit, Mortgage Banking, Refinance, Underwriting, Banking, Credit Analysis, FHA, Series 7, Residential Mortgages, Sales Management, Relationship Management, Sales, VA loans, Credit Cards, FHA financing, Branch Management, Loan Servicing, Mortgage Servicing, Government Loans, Real Estate, Cross Selling, Credit Risk, Mortgage Underwriting, Small Business Lending, Lines Of Credit, Commercial Lending, Strategic Leadership, Team Leadership
Education
Augustana College 1996 — 2000
Wells Fargo Equipment Finance
Skills
Commercial Lending, Commercial Banking, Banking, Asset Based Lending, Credit Analysis, Credit, Financial Analysis, Underwriting, Loans, Portfolio Management, Small Business Lending, Credit Risk
Education
Southern Illinois University, Carbondale
Wells Fargo Equipment Finance May 2008 - Present
Wells Fargo January 2007 - April 2008
Wells Fargo Financial December 2005 - December 2006
Gold's Gym January 2004 - May 2005
Skills
CRM
Education
Fergus Falls High School
General diploma
Fergus Falls Community College
Associate in Arts
St. Cloud State University
Bachelor of Science, Travel and Tourism
Wells Fargo Equipment Finance February 2012 - Present
Compugen October 2010 - February 2012
GE Commercial Finance 1999 - 2008
Paccar Financial 1993 - 1996
Scotia Leasing / Montreal Trust 1989 - 1993
Skills
Vendor Finance, Equipment Finance, Asset Based Lending, Leases, Finance, Commercial Lending, Credit, Direct Sales, New Business Development, Risk Management, Management, Financial Analysis
Education
Trent University 1983 — 1986
BSc, Economics
Wells Fargo Equipment Finance May 2012 - Present
Wells Fargo Equipment Finance Inc August 2008 - May 2012
Skills
Teamwork, Loans, Banking, Sales, Customer Service, Outlook, Microsoft Excel, Process Improvement, Finance, Insurance, Customer Satisfaction, Loan Origination
Education
Arizona State University, W. P. Carey School of Business 2004 — 2009
Bachelor of Business Administration (BBA), Management
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Wells Fargo Equipment Finance July 2010 - Present
Wells Fargo Equipment Finance 2010 - Present
Trans Lease, Inc January 1996 - July 2010
Skills
Sales Management, Sales, Lease and Loan..., Credit, Relationship Management, Marketing, Loans, Forecasting, Customer Service, B2B, Banking, Team Building, Negotiation, Customer Retention, Mortgage Lending, CRM
Education
Mayville State University 1979 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Lethbridge College 1978 — 1979
Business Commerce, General Business
Wells Fargo Equipment Finance November 2014 - Present
Wells Fargo December 2011 - November 2014
Wells Fargo February 2010 - December 2011
Wells Fargo Financial June 2008 - February 2010
Skills
Underwriting, Credit, Credit Risk, Credit Analysis, Sales, Relationship Management, Loans, Financial Analysis, Interpersonal Skill, Quality Management, Business Analysis, Loan Origination, Financial Services, Mortgage Lending
Education
Gustavus Adolphus College 2005 — 2009
Bachelor, Management
Gustavus Adolphus College 2005 — 2009
Bachelor's degree, Economics and Management
Wells Fargo Equipment Finance May 2012 - Present
GE Capital, Corporate Finance August 2006 - May 2012
GE Capital, Commercial Equipment Finance October 2000 - August 2006
GE Captial, Commercial Equipment Finance November 1999 - October 2000
Associates Commercial Corporation August 1996 - November 1999
Skills
Asset Based Lending, Commercial Banking, Financial Analysis, Financial Services, Credit Risk, Risk Management, Financial Modeling, Credit, Credit Analysis, Commercial Lending, Commercial Finance, Sales, Finance, Corporate Finance, Loans, Banking, Portfolio Management, Management
Education
University of Colorado at Boulder - Leeds School of Business
BS, Business Administration - Finance
Wells Fargo Equipment Finance June 2009 - Present
Wells Fargo Equipment Finance November 2003 - June 2009
Education
New York Institute of Technology-Old Westbury
BA, Marketing
Wells Fargo Equipment Finance March 2013 - Present
Wells Fargo Equipment Finance May 2011 - March 2013
Daimler 2008 - 2011
Skills
Credit, Financial Analysis, Credit Analysis, Commercial Lending, Finance
Education
Northern Illinois University 1994 — 1998
Bachelor's degree, Business and Personal/Financial Services Marketing Operations
Wells Fargo Equipment Finance May 2014 - Present
Rolling Hills Bank & Trust February 2012 - May 2014
Enterprise Bank & Trust July 2011 - February 2012
US Bank 2009 - 2011
Enterprise Rent-A-Car May 2006 - August 2009
Skills
Loans, Consumer Lending, Leadership, Small Business Lending, Mortgage Lending, Banking, Commercial Lending, Credit, Credit Analysis, Lines Of Credit, Branch Banking, Commercial Banking, Retail Banking, Agricultural Lending, Portfolio Management, Sales Process, Pricing Strategy, Marketing Strategy
Education
Missouri Western State University 2002 — 2006
B.S, Marketing
Atlantic High School
Wells Fargo Equipment Finance, Inc. May 2012 - Present
Wells Fargo Equipment Finance July 2008 - May 2012
Wells Fargo Equipment Finance, Inc. June 2005 - July 2008
Wells Fargo Retirement Plan Solutions August 2002 - June 2005
Education
St. Cloud State University 1998 — 2001
B.S., Marketing
Wells Fargo July 2014 - Present
Wells Fargo Equipment Finance October 1996 - July 2014
Skills
Loans, Credit Analysis, Commercial Lending, Credit, Banking, Commercial Banking, Credit Risk, Portfolio Management, Mortgage Lending, Retail Banking, Financial Analysis, Consumer Lending, Risk Management
Education
University of Minnesota-Twin Cities 1982 — 1986
Bachelor of Arts (B.A.), Finance, General
University of Minnesota-Twin Cities B.A. degree in Finance 1982 — 1986
Bachelor of Arts (B.A.), Finance, General
Wells Fargo Equipment Finance
Education
Lake Forest College 1986 — 1990
Bachelor of Business Administration (BBA)
Wells Fargo Equipment Finance December 2013 - Present
Wells Fargo Home Mortgage April 2013 - November 2013
Wells Fargo Home Mortgage October 2010 - April 2013
Skills
Underwriting, Loans, Mortgage Lending, Mortgage Underwriting, Loan Servicing, Credit Analysis, Credit Risk, Refinance, Loan Origination, Mortgage Banking
Education
St. Ambrose University 2006 — 2010
Bachelor of Arts (B.A.), Corporate Finance & Accounting
Wells Fargo Equipment Finance September 2014 - Present
Wells Fargo Equipment Finance May 2013 - September 2014
Wells Fargo Home Mortgage August 2012 - May 2013
Wells Fargo Auto Finance October 2009 - August 2012
Wells Fargo Bank May 2007 - October 2009
Skills
Loans, Credit, Credit Analysis, Loan Origination, Mortgage Lending, Consumer Lending, Banking, Underwriting, Refinance, Relationship Management, Financial Services, Financial Analysis, Loss Mitigation, Risk Management, Loan Servicing, Financial Risk
Education
Saint Mary's University of Minnesota 2011 — 2015
Master of Business Administration (M.B.A.), Business/Commerce, General
St. John's University 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Equipment Finance June 2007 - Present
Deloitte September 2002 - June 2007
Skills
CPA, Accounting, Financial Reporting, Financial Statements, Financial Analysis, Financial Accounting, General Ledger, Account Reconciliation, Auditing, Finance, Internal Controls, Accounts Payable, Cash Flow, Accounts Receivable, Internal Audit, Sarbanes-Oxley Act
Education
Drake University 2001 — 2002
Masters of Accountancy, Accounting
Drake University 1997 — 2001
Bachelor of Science in Business Administration, Accounting
Wells Fargo Equipment Finance March 1995 - Present
Education
Michigan State University 1979 — 1982
Master of Business Administration (M.B.A.), Accounting and Finance
Michigan State University 1975 — 1979
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Wells Fargo Equipment Finance
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement
Education
University of Minnesota-Twin Cities
Wells Fargo equipment finance
Skills
Microsoft Office, Leadership, Risk Management, Microsoft Word, Banking, Team Building, Financial Analysis, Customer Service, Process Improvement, Budgets
Education
LaSalle University
La Salle University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Leadership West, Inc. August 2013 - Present
Wells Fargo Equipment Finance July 1992 - July 2012
Education
San Jose State University 1965 — 1970
Bachelor's degree, US History
Oceana High School, Pacifica, CA 1962 — 1965
High School
Wells Fargo Equipment Finance February 2013 - Present
Wells Fargo Equipment Finance April 2009 - February 2013
Wells Fargo Equipment Finance May 2008 - April 2009
Fluoresco Lighting & Signs October 2004 - May 2008
Skills
Account Management, Credit, Banking, Mortgage Lending, Loans, Relationship Management, Sales Management, Salesforce.com, Cold Calling, Portfolio Management, Underwriting, Credit Analysis, Insurance, Direct Sales, Sales Process, Business Development
Education
Arizona State University 2001 — 2004
Bachelor's Degree, Business Administration and Management, General
Chandler/Gilbert Community College 1998 — 2001
Associate of Arts (A.A.), Business Administration and Management, General
Cape Fear Solar Systems, LLC 2015 - Present
Wells Fargo Equipment Finance 2004 - 2014
Hewlett-Packard Financial Services 1999 - 2003
IBM Global Financing 1998 - 1999
IBM Global Financing 1996 - 1998
Skills
Finance, Banking, Commercial Lending, Loans, Financial Analysis, Relationship Management, Portfolio Management, Small Business Lending, Financial Services, Credit, Cross Selling, Credit Analysis, Financial Structuring, Business Development, Negotiation, Lines Of Credit, Asset Management, Sales, Strategic Planning, Risk Management, Pricing, Refinance, Cash Flow Lending, Vendor Finance, Contract Negotiation, Communication
Education
Sacred Heart University
Master of Business Administration (M.B.A.), Finance, General
Saint Joseph's University
Bachelor of Science (B.S.), Marketing & Business Administration