Wells Fargo Equipment Finance, Inc.
Headquarters: Minneapolis, MN Parent organizations: Wells Fargo, Wells Fargo Bank, National Association
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Wells Fargo Equipment Finance, Inc. Employees
Wells Fargo Equipment Finance, Inc. July 2007 - Present
The CIT Group / Equipment Financing, Inc. May 2005 - June 2007
The CIT Group / Equipment Financing, Inc. 2001 - April 2005
The CIT Group/Equipment Financing, Inc. June 1997 - 2001
First Security Bank March 1996 - June 1997
Skills
Loans, Credit Analysis, Commercial Lending, Financial Analysis, Credit, Banking, Leadership, Customer Service, Management, Mortgage Lending, Credit Risk, Small Business Lending, Negotiation, Underwriting, Risk Management, Microsoft Excel, Loan Origination, Microsoft Word, Portfolio Management, Team Leadership, Project Management, Commercial Banking, Microsoft Office, Sales, Team Building
Education
Brigham Young University 1991 — 1995
Bachelor's degree, Management - Finance Emphasis
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
Timberland October 2014 - Present
THE TIMBERLAND COMPANY December 2000 - Present
THE TIMBERLAND COMPANY September 2006 - October 2006
WELLS FARGO EQUIPMENT FINANCE, INC July 1999 - November 2000
FISHER SCIENTIFIC INTERNATIONAL/LATONA ASSOCIATES 1995 - 1999
UNITED WAY OF THE GREATER SEACOAST October 1993 - September 1995
GREAT BAY BANKSHARES, INC. February 1993 - October 1993
Skills
Outlook, PowerPoint, Word, Excel, Event Management, Contract Negotiation, Administrative..., Event Planning, Budgets, Coordination, Time Management, Process Scheduler, Microsoft Word, Project Management, Office Management, Microsoft Excel, Research, Customer Service
Education
Governor Dummer Academy 1983 — 1986
Rollins College
Wells Fargo Equipment Finance, Inc. June 2014 - Present
Wells Fargo Home Mortgage November 2009 - June 2014
Wells Fargo Home Mortgage February 2008 - October 2009
Shamrock Group May 2003 - October 2007
Freshwater Harvesting June 2002 - September 2002
Perspectives Family Center May 2002 - September 2002
Greener Pastures May 2001 - August 2001
Menards May 2000 - September 2000
Skills
Finance, Sales, Marketing, Economics, Cross Selling, Dependable Team Player, Motivated self-starter, Adapt Quickly to Change, Business Relationship..., Problem Solving, Staff Mentor, Financial Analysis, Analitical, Conflict Resolution, CDL Class A, Always Punctual, Mortgage Lending, FHA financing, VA loans, Selling, Customer Service, Residential Mortgages, Refinance, Mortgage Banking, Banking
Education
University of Minnesota-Twin Cities 2001 — 2005
Bachelor of Science (BS), Agricultural Business and Management
Seattle Bank January 2015 - May 2015
Capital One 2011 - 2013
Capital One 2006 - 2011
Banner Bank 2001 - 2006
Wells Fargo Equipment Finance, Inc. 2000 - 2001
National City Bank 1998 - 2000
National City Bank 1994 - 1998
National City Bank 1988 - 1994
Skills
Loan Documentation, Equipment Financing, Contract Administration, Commercial Banking, Commercial Lending, Commercial Leasing, Banking, Customer Service, Jack Henry, LeasePlus, Portfolio Management, Laser Pro, Account Management, Employee Training, Business Process..., Asset Based Lending, Client Service Oriented, Funding, Wire Transfers, Loans, Finance, Credit, Financial Services, Relationship Management, Financial Analysis, Loan Origination, Small Business Lending, Structured Finance, Treasury Management, Insurance, Credit Analysis, Credit Risk, Leadership, Refinance, Executive Management, Sales, Lines Of Credit, Training, Capital Markets, Credit Cards, Underwriting, Team Building, Investment Banking, Financial Modeling, Corporate Finance, Financial Risk, Mergers & Acquisitions, Customer Retention, Consumer Lending, Project Finance
Education
The Ohio State University
Studies toward Bachelors of Arts, Marketing
Wells Fargo Equipment Finance, Inc. May 2002 - Present
The CIT Group Equipment Finance, Inc. May 2002 - June 2007
ICON Capital Corp. May 1997 - April 2002
Skills
Commercial Lending, Asset Based Lending, Finance, Loans, Portfolio Management, Bankruptcy, Credit, Small Business Lending, Credit Analysis, Commercial Banking, Credit Risk, Banking, Underwriting, Loan Origination, Structured Finance, Loss Mitigation, Mortgage Lending, Risk Management, Cash Management, Financial Risk, Funding, Financial Structuring, Financial Services
Education
Arizona State University
BA, Business Communications
Wells Fargo Equipment Finance, Inc. October 1995 - Present
the CIT Group 1995 - 2007
Skills
Equipment Finance, Team Leadership, Loan Documentation, Loan Origination, Loan Modifications, Loan Structuring, Leasing, Customer Focus, Contract Negotiation, Negotiating Contracts, Staff Mentoring, Strategic Planning, Staff Management, Staff Development, Decision Making, Process Improvement, Small Business Lending, Team Building, Financial Structuring, Loans, Finance, Commercial Lending, Budgets, Leadership, Asset Based Lending, Funding, Refinance, Restructuring, Financial Services
Education
University of Phoenix 1999 — 2001
Bachelor of Science, Business Management
Mesa Community College 1994 — 1996
J. HILBURN MEN'S CLOTHIER October 2012 - Present
Wells Fargo Equipment Finance, Inc. October 2008 - August 2012
Wachovia Financial Services, Inc. May 2007 - September 2008
First Union Commercial Corporation October 2004 - May 2007
First Union / Wachovia Bank April 2000 - September 2004
Ed Means Nationwide August 1997 - December 1999
Craig Roberts Nationwide November 1995 - July 1997
Parkway Insurance Agency August 1991 - November 1995
Skills
Public Speaking, Goal Oriented, Team Leadership, Community Outreach, Microsoft Office, Workshop Facilitation, People-oriented, People Skills
Education
NC Department of Insurance 2012 — 2012
Property and Casualty, Insurance
University of North Carolina at Charlotte 2004 — 2005
Paralegal Certification, Paralegal, A
Western Carolina University 1975 — 1978
Bachelor of Science (B.S.), Business Administration / Management
Wells Fargo September 2014 - Present
Wells Fargo Equipment Finance Inc. October 2000 - September 2014
CIT 2000 - 2007
System Concepts 1999 - 2000
Skills
Visio, Vendor Management, Disaster Recovery, SDLC, Servers, Data Center, Risk Management, SharePoint, Active Directory, ITIL, IT Strategy, Business Analysis, System Administration, Enterprise Architecture
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Graduate Certificate, Project Management
Ottawa University 2001 — 2006
B.A.in Business Administration, Business
DE LAGE LANDEN FINANCIAL SERVICES July 2014 - Present
Wells Fargo Equipment Finance Inc. 1994 - 2013
Skills
Credit Analysis, Loans, Credit, Finance, Mortgage Lending, Banking, Financial Analysis, Collections, Portfolio Management, Mergers & Acquisitions, Equip Leasing, Financial Reporting, Wealth Management, Process Improvement..., Commercial Lending, Consumer Lending, Small Business Lending, Commercial Banking, Cash Management
Education
Drexel University 1988 — 1993
Bachelor's Degree, Business Administration:Finance/Marketing
Saint Maria Goretti HS 1980 — 1988
High School
Advanced Concrete Technologies, Inc. September 2013 - Present
Self Employed - Construction & Property Maintenance April 2011 - August 2013
Wells Fargo Equipment Finance, Inc. September 2000 - March 2011
Wentworth Capital Corporation August 1992 - September 2000
Abington Group Inc. June 1990 - July 1992
NCM Construction Managment November 1986 - June 1990
Skills
Dale Carnegie graduate, Licensed Maine Guide, First Aid Certification, Race Director, Project Management, Business Development, Construction, Strategic Planning, Value Engineering, Sales Management, Banking, Credit, Underwriting, Sales, Leadership, Contract Negotiation, Finance, Loans, Process Scheduler, Commercial Lending, Mortgage Lending, Relationship Management, New Business Development, Financial Services, Commercial Banking, Selling, Negotiation, Portfolio Management, Account Management, Marketing, Credit Analysis, Customer Service, Risk Management, Financial Analysis
Education
Bowling Green State University
Bachelor of Science, Construction Management
Hudson, OH
Hudson, OH
Wells Fargo Equipment Finance, Inc. October 2011 - Present
Wells Fargo Equipment Finance, Inc. January 2010 - September 2011
Wells Fargo Equipment Finance, Inc. March 2009 - December 2010
Wells Fargo Equipment Finance, Inc. formerly CIT Construction January 2006 - February 2009
Skills
Credit, Financial Analysis, Financial Risk, Portfolio Management
Education
University of Phoenix 2010 — 2012
MBA, Business
University of Phoenix 2007 — 2009
B.A. Degree, Business Finance, Finance
Iowa Lakes Community College
Associates in Account, Accounting
Wells Fargo Capital Finance November 2012 - Present
Wells Fargo Equipment Finance, Inc October 2011 - December 2012
Wells Fargo Bank 2009 - 2011
Wachovia Equipment Finance 2007 - 2009
Banc of America Leasing – Marketing Services January 2003 - January 2006
Bank of America - Risk Management Reporting and Review 2001 - 2003
Bank of America - Credit Risk Management Support 1994 - 2001
Skills
Strategic Planning, Portfolio Management, Strategy, Financial Services, Finance
Education
Wingate University
King's College
Wells Fargo Equipment Finance, Inc. November 2009 - Present
Wells Fargo Equipment Finance, Inc October 2003 - December 2009
Wells Fargo Equipment Finance, Inc. February 1998 - October 2003
Skills
Account Management, Banking, Business Analysis, Credit, Finance, Financial Services, Management, Portfolio Management, Process Improvement, Relationship Management, Risk Management, SDLC, Team Building
Education
University of Northern Iowa 1982 — 1986
Undergrad, Finance
Wells Fargo Bank N.A. December 2013 - Present
Wells Fargo Equipment Finance, Inc October 2012 - December 2013
Wells Fargo Equipment Finance, Inc. January 2010 - October 2012
Wells Fargo Equipment Finance, Inc. October 2006 - April 2010
The CIT Group May 2005 - October 2006
The CIT Group July 2003 - May 2005
Citicapital Commercial Corp August 2000 - March 2003
Skills
Credit, Risk Management, Loans, Underwriting, Finance, Analysis, Auditing, Loss Mitigation, Credit Analysis, Contract Negotiation, Strategy, Competitive Analysis, Financial Analysis, Banking, Business Development, Commercial Banking, Commercial Lending, Management, Relationship Management, Loan Origination, Portfolio Management, Small Business Lending, Financial Services
Education
Mercer University - Stetson School of Business and Economics 2004 — 2006
MBA, Business
Georgia State University 1995 — 1999
BBA, Finance
Grace Plantation July 2011 - Present
Wells Fargo Equipment Finance, Inc. April 2008 - July 2011
CitiCapital April 1996 - April 2008
CIT 1974 - 1996
Skills
Banking
Education
Georgia Southwestern State University 1967 — 1971
Bachelor of Science, Business Administration
Redlands Charitable Resource Coalition September 2014 - Present
Self Employed May 2010 - Present
BPOE May 1999 - Present
Redlands Benchwarmers Association January 1991 - Present
Wells Fargo Equipment Finance, Inc. July 2007 - July 2010
The CIT Group/Equipment Finance, Inc. July 1977 - July 2007
Skills
Credit, Leadership, Management, Finance, Loans, Team Building, Sales, Budgets, Pricing, Portfolio Management, Negotiation, Underwriting, Sales Management, Financial Analysis, New Business Development, Sales Operations, Customer Service, Business Development, Commercial Lending, Analysis, Banking, Structured Finance, Risk Management, Marketing, Credit Analysis
Education
University of Colorado at Boulder - Leeds School of Business 1970 — 1975
Bachelor of Science (B.S.), Business Administration
Wells Fargo Equipment Finance, Inc. January 2013 - Present
Pantheon Capital 2003 - January 2013
Fleet Heatlhcare Finance 1998 - 2003
HIP Health Plan of New Jerey 1994 - 1998
South Amboy Memorial Hospital 1989 - 1994
Skills
Budgets, Financial Reporting, Managerial Finance, Staff Development, Physicians, Executive Management, Auditing, Revenue Cycle Management, Financial Modeling, Accounting, Leadership, EHR, Internal Controls, Healthcare Consulting, Management Consulting, Medical Billing, Leadership Development, Hospitals, Strategy, Cash Management, Healthcare, Medicare, Healthcare Management, Healthcare Information..., Revenue Cycle, Managed Care, Policy, Performance Improvement, Team Building, Physician Relations, Analysis, Medicaid, Healthcare Industry, Finance, Business Development, Strategic Planning, Strategic Financial...
Education
Rider University 1992 — 1998
MBA, Finance and Accounting
Stockton University 1977 — 1981
BS, Finance and Accounting
Wells Fargo Law Department June 2013 - Present
Wells Fargo Equipment Finance, Inc. May 1997 - June 2013
The Austin Law Firm 1990 - May 1997
Bush, Thurman & Conrad 1988 - 1990
Casstevens, Hanner, Gunter & Gordon 1986 - 1988
Downer, Walters & Mitchener, P.A. 1985 - 1986
Education
North Carolina State University
South Iredell High School
Amerifund, Inc. January 2013 - Present
Keller Graduate School of Management August 2001 - Present
Equipment Leasing Services, LLC January 2011 - January 2013
Bank of Arizona 2010 - 2011
Wells Fargo Equipment Finance, Inc. 1999 - April 2010
M&I First National Leasing Corp. 1990 - 1998
Skills
Credit, Finance, Corporate Finance, Strategic Planning, Investments, Strategic Financial..., Credit Analysis, Loans, Negotiation, Banking, Financial Analysis, Financial Services, Underwriting, Commercial Lending, Business Planning, Capital Markets, Managerial Finance, Structured Finance, Credit Risk, Financial Modeling, Restructuring, Funding, Due Diligence, Leadership, Financial Structuring, Mergers, Executive Management, Cash Management, Commercial Banking, Forecasting, Asset Management, Business Development, Cash Flow, Business Strategy, Relationship Management, Risk Management, Management, Portfolio Management, Budgets, Valuation, Analysis, Financial Risk, Mortgage Lending, Treasury Management, Strategy, Private Equity, Management Consulting, Financial Advisory, Project Finance, Sales
Education
Walden University 2012 — 2015
Doctorate of Business Administration (candidate), Finance
Keller Graduate School of Management of DeVry University 1984 — 1987
M.B.A., Finance
Northern Illinois University 1979 — 1982
B.S., Economics
Wells Fargo Equipment Finance, Inc. August 2010 - Present
Laine Capital Group, LLC October 2009 - October 2010
GE Capital Solutions August 2008 - July 2009
Citigroup March 2001 - August 2008
CitiCapital Commercial Corporation March 2001 - July 2008
Associates First Capital Corporation December 1996 - June 2000
Associates First Capital Corporation October 1995 - December 1996
Skills
Strategy, Income Statement, Sales Management, Portfolio Management, Mergers, Business Development, P&L Management, Leadership, Risk Management, Commercial Lending, Finance, Mergers & Acquisitions, Recruiting, Financial Analysis, Banking, Relationship Management, Negotiation, Asset Management, Sales, Start-ups, Management, Loans, New Business Development, Credit, Financial Risk, P&L, Credit Analysis, Customer Service
Education
Central Washington University 1987 — 1989
BS Degrees, Accounting and Finance
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
Key Equipment Finance May 2014 - Present
De Lage Landen (a wholly owned subsidiary of Rabobank) March 2011 - November 2013
Wells Fargo Equipment Finance, Inc. 2008 - 2011
CIT Group 2006 - 2008
GE Capital 2002 - 2006
CNH (majority owned by the Fiat Group) 2001 - 2002
DaimlerChrysler Capital 1999 - 2001
debis Financial Services (a wholly owned subsidiary of Daimler AG) 1997 - 1999
debis Financial Services (a wholly owned subsidiary of Daimler AG) December 1995 - May 1997
PACCAR 1984 - 1995
Education
Thunderbird School of Global Management 1977 — 1978
MBA, Finance
University of California, Berkeley 1970 — 1974
BA, Economics
Equipment Finance Group LLC October 2010 - Present
Quantum Metals, Inc. January 2010 - October 2010
Makino Inc. December 2002 - December 2009
Wells Fargo Equipment Finance, Inc. January 2002 - December 2002
Landegger Capital Services, Inc., December 1995 - December 2001
Azcon Corporation October 1994 - December 1995
David J Joseph Company January 1989 - September 1994
Skills
Credit Analysis, Financial Analysis, Loans, Credit, Commercial Lending, Pricing, Corporate Finance, Forecasting, Strategic Planning, Asset Based Lending, Relationship Management, New Business Development, Process Improvement, Financial Reporting, Sales Management, Accounting, Investments, Business Development, Banking, Sales, Finance
Education
Xavier University 1991 — 1992
MBA, Finance
Indiana University - Kelley School of Business 1985 — 1988
BS, Marketing
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Equipment Finance, Inc July 2007 - July 2015
Language Line August 2009 - April 2010
Wells Fargo Financial Leasing January 2006 - June 2007
SYKES // FORD CREDIT Account September 2004 - March 2005
Skills
Specialized Collateral..., Vehicle Titling, Loans, Financial Transactions, Funding, Notary Public, Loan/Lease Documentation, Customer Service, Operational Risk, Auditing, Project Coordination, Public Speaking, Project Management, Records Management, Analysis, Banking, Mortgage Lending, Credit Analysis, Microsoft Excel, Credit
Education
Universidad de Costa Rica 1994 — 2004
Anthropology
Chase January 2012 - Present
Arizona Asian American Association May 2006 - Present
ArizonaAsians.com July 2003 - Present
Wells Fargo Equipment Finance, Inc. October 2007 - January 2012
Ascend at Arizona State University March 2011 - 2012
Alpha Kappa Psi February 2011 - August 2011
Global Fulfillment Services March 2003 - April 2007
Asian & Pacific Islander Coalition August 2004 - May 2005
IKON Office Solutions August 1999 - March 2001
Skills
Event Planning, Leadership, Management, Finance, Research, Fundraising, Sales, Banking, Time Management, Data Analysis, Analysis, Nonprofits, Strategic Planning, Marketing, Financial Analysis, Business Development, Entrepreneurship, Budgets, Market Research, Strategy, Training, Public Speaking
Education
Arizona State University
Mesa Community College
Wells Fargo Equipment Finance, Inc January 2014 - Present
Wells Fargo Equipment Finance, Inc August 2012 - December 2013
Wells Fargo Equipment Finance, Inc April 2011 - August 2012
Wells Fargo Equipment Finance, Inc January 2008 - April 2011
Wells Fargo Equipment Finance, Inc November 2005 - December 2008
Wells Fargo Financial Leasing, Inc September 2003 - November 2005
GMAC Mortgage Corporation July 2001 - September 2003
Education
Colorado State University 2009 — 2012
MBA, Business Administration with Certificate in Finance
University of Northern Iowa 1999 — 2003
BA, Finance
University of Northern Iowa 1999 — 2003
BA, Real Estate
Commercial Credit Group August 2010 - Present
Wells Fargo Equipment Finance, Inc. July 2007 - August 2010
THE CIT Group April 1995 - July 2007
ITT Capital Finance June 1992 - April 1995
Skills
Negotiation, Sales, Finance, Banking, Credit, Customer Retention, Relationship Management, New Business Development, Sales Operations, Customer Service, Management, Investments, Loan Origination, Loans, Sales Management, Commercial Mortgages, Time Management, Portfolio Management, Contract Negotiation, Financial Analysis, Analysis, Budgets, Structured Finance, Sales Force Development, Leases, Credit Analysis, Underwriting, Team Building, Account Management
Education
Appalachian State University 1976 — 1980
BSBA, Finance
Mesa Community College September 2010 - December 2010
Wells Fargo EFS August 2006 - April 2010
Wells Fargo Equipment Finance, Inc March 2006 - April 2010
Nova Home Loans January 2003 - February 2006
Copperpoint Lending January 1999 - January 2003
Education
Mesa Community College
Pima Community College
business management, communication, fitness and nutrition
Bank of America October 2012 - Present
US Bank (Southern California Commercial Banking) December 2010 - October 2012
Wells Fargo Equipment Finance, Inc. November 2006 - October 2010
GE Capital Commercial Finance 2001 - 2006
Skills
Banking, Commercial Banking, Loans, Management, Portfolio Management, Middle Market, Sales, Treasury Management, Credit Cards, Strategy, Finance, Financial Services, Investments, Small Business Lending, New Business Development, Lines Of Credit, Commercial Lending, Asset Based Lending, Credit Analysis, Mortgage Lending, Insurance, Credit
Education
University of California, Berkeley
IBERIABANK April 2015 - Present
PNC August 2014 - April 2015
Old Florida Bank August 2010 - August 2014
Wells Fargo Equipment Finance, Inc. September 2002 - July 2010
CIT 1996 - 2007
Wachovia September 2000 - September 2002
Skills
Credit Analysis, Underwriting, Business Planning, Commercial Lending, Banking, Portfolio Management, Credit, Loans, Small Business Lending, Commercial Banking, Mortgage Lending, Finance, Loan Origination, Financial Analysis, Credit Risk, Refinance, Cash Management, Retail Banking, Commercial Mortgages, Risk Management, Financial Services, Asset Based Lending, Marketing Strategy, Relationship Management, Financial Risk, Asset Management, Business Development, Construction Loans, Financial Structuring, Funding, Lines Of Credit, Insurance, Management, Middle Market, Sales, Sales Management, Sales Operations
Education
Kennesaw State University 1992 — 1996
B.B.A, MARKETING AND PROFESSIONAL SALES
First Financial Corporate Services June 2015 - Present
CHG-MERIDIAN April 2010 - June 2015
City National Bank 2005 - 2010
Wells Fargo Equipment Finance, Inc. 2004 - 2005
Bank of the West 2000 - 2004
Key Equipment Finance 1999 - 2000
Capital Associates 1993 - 1999
Colorado National Bank / First Bank Systems 1989 - 1993
Skills
Finance, Portfolio Management, Credit, Asset Based Lending, Financial Analysis, Business Strategy, Business Development, Banking, Credit Risk, Corporate Finance, Credit Analysis, Financial Modeling, Management, Strategy, Mergers & Acquisitions, Loans, Strategic Planning, Due Diligence, Risk Management, Financial Services, Leadership
Education
University of Colorado Boulder
BS, Finance / Economics
University of Southern California
M.B.A., Business Administration / Entrepreneurship
Wells Fargo Equipment Finance, Inc May 2011 - Present
Twin Oaks Advisors January 2009 - August 2011
Emcon Associates, Inc. July 2010 - May 2011
GE Capital 2008 - 2008
CitiGroup 2003 - 2008
UBS Warburg Energy 2002 - 2003
Enron 2000 - 2002
ENTACT 1994 - 2000
Camp Dresser and McKee August 1989 - February 1994
Skills
Risk Management, Business Development, Sales Management, Relationship Management, Strategy, Financial Analysis, Selling, Sales Operations, Finance, Leadership, Mergers & Acquisitions, New Business Development, Cross-functional Team..., Portfolio Management, Vendor Management, Strategic Planning, Business Strategy, Process Improvement, Start-ups, Management, Negotiation, Energy, Program Management, Account Management, Team Building, Financial Services, Operations Management, Banking, CRM, Entrepreneurship, Valuation, Sales
Education
Baylor University 1998 — 2000
MBA, Business
Texas A&M University 1983 — 1989
BS, Civil Engineering
Texas A&M University 1983 — 1989
MS, Civil Engineering
Schulenburg High School 1978 — 1985
Securian Financial Group September 2014 - Present
UnitedHealth Group January 2014 - September 2014
RBC Wealth Management December 2007 - December 2013
ConAgra Foods, Inc. May 2004 - November 2007
Wilson-McShane Corporation September 2003 - May 2004
Wells Fargo Equipment Finance, Inc. May 2002 - August 2002
Skills
Valuation, Capital Structure, Quantitative Analytics, M&A execution, Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Forecasting, Portfolio Management, Finance, Financial Statement..., Investments, Equities, Mergers, Due Diligence, Bloomberg, Capital Markets, Equity Research, Asset Allocation, Corporate Development, Mergers & Acquisitions, Asset Management
Education
University of Minnesota - Carlson School of Management 2000 — 2004
B.S.B
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, Inc. January 1994 - Present
Wells Fargo 1992 - Present
Wells Fargo Bank January 1993 - January 1994
Wells Fargo Bank January 1991 - January 1993
Skills
Lines Of Credit, Small Business Lending, Community Banking, Commercial Banking, Commercial Lending, Asset Based Lending, Equipment Finance, Term Loans, Commercial Credit, Credit, Credit Analysis
Education
The University of New Mexico - Robert O. Anderson School of Management 1989 — 1994
Dexter High School 1982 — 1986
HS
Wells Fargo Equipment Finance, Inc. September 1985 - Present
Wells Fargo Equipment Finance, Inc. August 1996 - February 2009
Education
Grand View College 1991 — 1996
BA, Business Management
CIT - Business Aircraft FInance July 2014 - Present
Wells Fargo Equipment Finance Inc. November 2005 - June 2014
Skills
Customer Relations, Microsoft Office, Excel, Investments, Customer Service, Credit, Risk Management, Financial Analysis, Contract Negotiation, Microsoft Excel, Asset Management, Negotiation, Banking
Education
Queens University of Charlotte 2008 — 2009
EMBA, Business Leadership
Wells Fargo Equipment Finance, Inc. September 2006 - Present
GE Commercial Finance September 2005 - August 2006
Xtra Lease January 2001 - August 2005
Skills
Loans, Sales Management, Credit, Operations Management, Sales, Relationship Management, Selling, New Business Development, Business Development, Team Building
Education
University of North Carolina at Greensboro 2003 — 2006
MBA
University of Tennessee-Knoxville 1996 — 2000
BS, Logistics & Transportation
Wells Fargo Equipment Finance, Inc. April 2015 - Present
Wells Fargo August 2012 - Present
BBVA Compass January 2010 - June 2012
Wachovia Bank June 2008 - January 2010
Chase Bank 2005 - 2008
Skills
Strategy, Leadership, Financial Analysis, Sales, Entrepreneurship, Finance, Sales Management, Small Business, Commercial Mortgages, Commercial Lending, Commercial Banking, Credit, Loans, Small Business Lending, Banking, Credit Analysis, Mortgage Lending, Executive Management, Loan Origination, Portfolio Management, Real Estate, Strategic Planning, Retail Banking, Investment Sales, Due Diligence, Microsoft Excel, Lines Of Credit, Asset Based Lending, Underwriting
Education
North Central College 2000 — 2004
B.A, Small Business Finance
Naperville Central 1996 — 2001
Bachelor of Arts (B.A.), Finance and Entrepreneurship
Wells Fargo Enterprise Information Technology 2015 - Present
Wells Fargo Equipment Finance, Inc. & First Union Rail, Inc. 2009 - 2015
Wells Fargo Equipment Finance, Inc. 2007 - 2009
CIT 2001 - 2007
CIT 1998 - 2001
CIT 1996 - 1998
Skills
SDLC, Vendor Management, Disaster Recovery, IT Strategy, Program Management, Business Analysis, Project Management, IT Management, Risk Management, Leadership, Information Technology, Integration, Business Intelligence, Enterprise Architecture, PMO, Management
Education
Texas A&M University
Wells Fargo Equipment Finance, Inc. Corporate ParalegalWeil Gotshal and Manges1987 - 1990
Education
Adelphi University 1982 — 1986
Wells Fargo Equipment Finance, Inc. June 2008 - Present
Carlson Companies May 1984 - February 2008
Education
Inver Hills Community College 1978 — 1984
Associate of Science, Supervisory Management
Liberty Mutual Insurance May 2014 - Present
Liberty Mutual Insurance October 2012 - May 2014
Liberty Mutual Insurance February 2010 - October 2012
Liberty Mutual November 2006 - January 2010
State Street August 2003 - November 2006
Bear Stearns November 2005 - December 2005
Wells Fargo Equipment Finance, Inc. 2001 - 2003
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service, Mutual Funds, PowerPoint, Insurance, Marketing, Account Management, Access, Microsoft Word, Outlook, Analysis, Accounts Receivable, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2009
MBA, Finance, General
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BS, Business Administration
Wells Fargo Equipment Finance, Inc.
Skills
Commercial Lending, Loans, Credit Analysis, Credit, Small Business Lending, Banking
Education
University of Minnesota - Carlson School of Management 1987 — 1988
Master of Business Administration (MBA), Finance
St. Cloud State University 1982 — 1985
Bachelor of Science (B.S.), Finance
Wells Fargo Contract Admin SupervisorWells Fargo Equipment Finance, Inc.2000 - Present
Wells Fargo Equipment Finance, Inc. 2000 - Present
CIT Group, Inc. 2000 - 2007
Skills
Credit, Loans, Mortgage Lending, Commercial Lending, Credit Analysis, Portfolio Management, Commercial Banking, Financial Analysis, Underwriting, Loan Origination, Finance, Restructuring, Banking, Sales, Credit Risk, Management
Education
Arizona State University 1995 — 1999
Wells Fargo Equipment Finance, Inc. September 2012 - Present
Wells Fargo September 2010 - July 2012
Wells Fargo June 2005 - August 2010
Wells Fargo November 2001 - May 2005
Wells Fargo July 1999 - November 2001
Skills
Customer Relations, Credit, Banking, New Business Development, Account Management, Marketing Strategy, Analytics, Financial Analysis, Consultative Selling, Customer Service, Lines Of Credit, Marketing, Finance, Leadership, Investments, Portfolio Management, Business Strategy, Commercial Lending, Cross-functional Team..., Loans, Sales, Credit Analysis, Sales Management
Education
Bethel University
BA, International Relations
Wells Fargo Equipment Finance, Inc. June 1989 - Present
Education
University of Minnesota - Carlson School of Management 1976 — 1981
Accounting
Griffin Williams LLP August 2015 - Present
SPRINGS - A Private Pilates and TRX Studio February 2013 - Present
V Fusion Studio December 2011 - February 2013
David Barton Gym July 2011 - February 2012
Chicago River North Pilates September 2011 - January 2012
GEICO 2010 - 2011
Rosenfeld Roberson Johns & Durrant 2007 - 2009
Foley & Mansfield, PLLP 2005 - 2007
Wells Fargo Equipment Finance, Inc 1999 - 2002
Skills
Litigation
Education
William Mitchell College of Law 2001 — 2004
Carthage College 1997 — 2000
Bachelor of Arts, Business Administration and Marketing
Wells Fargo Equipment Finance, Inc.
Skills
Asset Based Lending, Structured Finance, Capital Markets, Finance, Credit, Financial Structuring, Portfolio Management, Corporate Finance, Credit Analysis, Syndications, Commercial Lending, Mortgage Lending, Loans, Loan Origination, Funding, Commercial Banking, Leveraged Finance
Education
Brooklyn Law School
J.D., law
Columbia University - Columbia Business School
MBA, Managerial Accounting
University of Pennsylvania - The Wharton School
B.S. in Econ., finance
Wells Fargo Equipment Finance, Inc Vice President of OperationsWells Fargo Equipment Financing, Inc2007 - Present
Wells Fargo Equipment Finance, Inc 2007 - Present
Wells Fargo Equipment Finance, Inc. 1988 - Present
The CIT Group Equipment Financing, Inc September 1988 - June 2007
CIT Group Inc 2005 - 2007
Skills
Financial Modeling, Small Business Lending, Portfolio Management, Mortgage Lending, Loss Mitigation, Commercial Banking, Risk Management, Asset Management, Relationship Management, Customer Service, Credit Analysis, Loan Origination, Retail Banking, Credit, Loans, Vendor Management, Finance, Banking, Credit Risk, Asset Managment, Financial Services, Underwriting, Financial Analysis, Financial Risk, Commercial Lending, Cash Management, Structured Finance, Asset Based Lending, Mortgage Banking, Financial Structuring, Capital Markets, Executive Management
Education
Arizona State University 1982 — 1987
Business Administration, Finance
Arizona State University
Wells Fargo Equipment Fiannce, Inc. May 2011 - Present
Wells Fargo Equipment Finance, Inc. November 2004 - April 2011
Skills
Account Management, Customer Service, Banking
Education
North Hennepin Community College
AA, Business
Wells Fargo Equipment Finance, Inc. July 2007 - Present
CIT Equipment Financing, Inc. January 2001 - July 2007
CIT Group Equipment Finance 1991 - 2007
Daimler Chrysler Capital Services August 2000 - December 2000
Skills
Commercial Lending, Insurance, Credit Risk, Risk Management, Loan Origination, Relationship Management, Strategic Financial..., Capital Markets, Banking, Mortgage Lending, Business Development, Marketing, Sales Operations
Education
Louisiana Tech University 1979 — 1983
Bachelor of Science, Business Management
Wells Fargo Bank April 2014 - Present
Wells Fargo Bank February 2012 - November 2013
Wells Fargo Equipment Finance, Inc. October 2005 - February 2012
CitiCapital Commercial Corporation July 2004 - October 2005
California First Leasing Corporation April 2003 - July 2004
Pitney Bowes Credit Corporation February 1998 - December 2002
Associates Commercial Corporation May 1989 - February 1998
ITT Commercial Finance Corp. November 1986 - April 1989
Skills
Commercial Lending, Credit Risk, Loans, Credit Analysis
Education
California State University-Long Beach
Wells Fargo Equipment Finance, Inc. December 2008 - Present
Wachovia Financial Services, Inc. May 2007 - January 2009
First Union Commercial Corporation October 2004 - May 2007
First Union / Wachovia April 2000 - October 2004
Ed Means Nationwide Insurance August 1997 - December 1999
Craig Roberts Nationwide Insurance November 1994 - August 1997
Parkway Insurance Agency January 1990 - November 1994
Education
University of North Carolina at Charlotte 2006 — 2007
Paralegal Certification Program
Western Carolina University 1975 — 1978
BS, Business Adminstration
Wells Fargo Equipment Finance, Inc. September 2014 - Present
Siemens Financial Services, Inc. April 2014 - September 2014
De Lage Landen Financial Services, Inc. November 2003 - March 2014
GE Capital 1998 - 2003
Skills
Credit Analysis, Management, Asset Based Lending, Credit, Account Management, Portfolio Management, New Business Development, Finance, Financial Analysis, Sales Management, Risk Management, Credit Risk, Loans, Pricing, CRM
Education
Drexel University - LeBow College of Business 1988 — 1993
B.S., Business Administration
Wells Fargo Equipment Finance, Inc January 2005 - Present
Wells Fargo Equipment Finance, Inc January 2005 - Present
The CIT Group, Inc. October 2001 - December 2005
The CIT Group October 2001 - December 2005
2004 - 2005The CIT Group/Equipment Financing, Inc October 2004 - November 2005
The CIT Group/Equipment Financing, Inc October 2001 - February 2003
The CIT Group/Equipment Financing, Inc October 2001 - February 2003
Education
Southeastern Louisiana University 1998 — 2000
Hammond High School
General Studies
Hammond High School
General Studies
Southeastern Louisiana University - Business
Southeastern Louisiana University - Business
Wells Fargo Equipment Finance, Inc. December 1999 - Present
debis Financial Services January 1998 - December 1999
CIT January 1989 - January 1998
Skills
Commercial Lending, Credit, Loans, Credit Analysis, Commercial Banking, Underwriting, Portfolio Management, Small Business Lending, Banking, Relationship Management, Finance, Management
Education
The University of Texas at Austin 1985 — 1989
Economics
Wells Fargo Equipment Finance, Inc. February 2007 - Present
Chase Equipment Leasing, Inc. October 1992 - February 2007
Banc One Leasing, Inc. October 1992 - February 2007
Education
University of Northern Colorado
BS, Business Administration - Marketing
Wells Fargo Equipment Finance, Inc. October 2003 - Present
Skills
Credit, 401k, Institutional Sales, Refinance, Business Development, Wealth, Strategic Financial..., Mortgage Marketing, Finance, Options, Merchant Services, Consultative Sales..., Fixed Income, Marketing Analytics, Loans, Cross Selling, Opportunity..., Strategic Planning, Relationship Management, Sales Prospecting
Education
Colorado State University 1980 — 1981
Master's degree, Finance, General
Rochester Institute of Technology 1977 — 1980
Bachelor of Business Administration (BBA), Business/Commerce, General
Wells Fargo Equipment Finance, Inc. 2012 - Present
Consultant 2009 - 2012
Textron Financial 2008 - 2009
Alter Moneta 2005 - 2008
Terex 2000 - 2005
DaimlerChrysler Financial Services 1998 - 2000
Bank of America 1994 - 1998
Skills
Dealer Development, Construction Finance, Crane Finance, Business Strategy, Pricing, Revitalization, Credit Risk, Strategic Planning, New Business Development, Global Business..., Team Building, Acquisition Analysis, Alliances, Joint Ventures, Vendor Finance, Vendor Management, Vendor Relations, Financial Analysis, Financial Modeling, Leasing, Product Development, Program Management, Brand Development, Product Life Cycle..., Marketing Strategy, Product Marketing, Change Management, Capital Markets, Due Diligence, Credit, Finance, Portfolio Management, Budgets, Business Valuation, Management, Forecasting, Sales Management, Business Development, Product Lifecycle..., Negotiation, Strategy, Risk Management, Business Alliances, Franchising, Financial Services, Contract Negotiation, Relationship Management, Financial Risk, Credit Analysis, Leadership
Education
American University - Kogod School of Business
BSBA
University of Bridgeport
Masters of Business Administration
Wells Fargo Equipment Finance, Inc. January 2009 - Present
MarCap Corporation 2003 - 2008
DVI Strategic Partner Group 1997 - 2002
DVI Financial Services 1995 - 1997
Summit Credit Corporation 1990 - 1994
Prime Capital Corporation 1987 - 1990
Skills
Equipment Finance, Finance, Asset Based Lending, Financial Services, Financial Analysis, Mergers & Acquisitions, Credit, Executive Management, Management, Loans, Business Development, Portfolio Management, Credit Analysis
Education
Northwestern University - Kellogg School of Management 1986 — 1987
MBA
University of Saint Thomas 1979 — 1983
BA, Accounting
Fifth Third Bank March 2014 - Present
Bank of the West Equipment Finance July 2011 - March 2014
Wells Fargo Equipment Finance, Inc. April 2009 - July 2011
Bank of America 2005 - 2008
Skills
New Business Development, Relationship Management, Strategic Planning, Credit Analysis, Finance, Business Strategy, Management
Education
Duquesne University 1984 — 1988
BSBA, Finance, Accounting
Wells Fargo Equipment Finance, Inc. June 1997 - Present
Wells Fargo Equipment Finance, Inc. January 2005 - July 2009
Atlantic Bank, N.A. 1996 - 1997
Dartmouth Bank 1991 - 1992
RECOLL Management 1991 - 1992
Signal Capital Corporation 1987 - 1989
Skills
Credit, Finance, Portfolio Management, Commercial Banking, Underwriting, Credit Risk, Commercial Lending, Credit Analysis, Workout, Banking, Loans, Loss Mitigation, Small Business Lending, Equipment Finance, Risk Management, Restructuring, Loan Origination, Financial Analysis, Management, Relationship Management
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1978 — 1981
BS, Business Administration
Great American Merchandise and Events August 2014 - Present
Legacy Schools and East Valley High October 2010 - June 2013
Wells Fargo Equipment Finance, Inc. September 2007 - June 2010
Wells Fargo Bank February 2002 - September 2007
Skills
School Finance and..., Human Resources, Financial Analysis, Financial Modeling, Finance, Banking, Accounting, Financial Reporting, Credit, Risk Management, Auditing, Portfolio Management, Cash Management, Loans, Credit Analysis, Microsoft Excel, Business Analysis, Management
Education
University of Phoenix 2008 — 2010
MBA
Kelley Bernheim & Dolinsky LLC April 2012 - Present
Wells Fargo Equipment Finance, Inc. August 2007 - March 2011
Gordon's 2006 - 2008
Skills
Microsoft Excel, Credit, Customer Service, Outlook, Banking, Finance, Data Entry, Insurance, Microsoft Word, Commercial Lending, Credit Analysis, Financial Analysis, Loans, Management
Education
Arizona State University 2008 — 2012
Bachelor of Arts (BA), European History
Mesa Community College 2004 — 2007
Mesa Community College
Guaranty Bank and Trust Company April 2015 - Present
Wells Fargo Equipment Finance, Inc. October 2003 - March 2015
Bank of the West January 2001 - September 2003
Colorado Business Bank March 1996 - February 2001
Republic Financial Corporation January 1993 - February 1996
US Bank July 1986 - December 1992
Skills
Credit, Leadership, Commercial Real Estate, Executive Management, Banking, Sales Operations, Loans, Loan Origination, Finance, Underwriting, Management, Credit Analysis, Commercial Leasing
Education
Colorado State University 1981 — 1982
Masters, Finance
Rochester Institute of Technology
BS, Business
Allianz Life February 2015 - Present
American Bank of the North September 2014 - February 2015
Wells Fargo Equipment Finance, Inc. April 2012 - September 2014
Wells Fargo Equipment Finance, Inc. May 2009 - April 2012
Campus Recreation at St. Cloud State University January 2008 - May 2009
Skills
Relationship Management, Customer Service, Event Management, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Confidentiality, Organizational..., Business Development, Meeting Planning, Meeting Scheduling, Project Management, Multitasking Skills, Oral & Written..., Reasoning Skills, Travel Planning, Committed to..., Administrative..., Analysis, Sales, Leadership, Communication
Education
St. Cloud State University 2005 — 2009
Bachelor's, Marketing
Signature Financial, LLC November 2012 - Present
Wells Fargo Equipment Finance Inc. July 2007 - November 2012
CIT September 1994 - July 2007
Malvese and Edward Ehrbar 1980 - 1994
USI Capital & Leasing 1976 - 1980
Skills
Sales, Credit, Finance, Portfolio Management, Credit Analysis, Commercial Lending, Loans, Banking, Asset Based Lending, Relationship Management, Commercial Banking, Loan Origination, Credit Risk, Financial Services, Financial Analysis, Sales Management, Risk Management, Underwriting, Small Business Lending, New Business Development
Education
State University of New York at Delhi 1964 — 1966
Wells Fargo Equipment Finance, Inc September 2000 - May 2010
Charter Financial, Inc. April 1989 - September 2000
Skills
Credit, Loans, Customer Service, Credit Analysis, Banking, Commercial Banking, Microsoft Excel, Credit Risk, Commercial Lending, Finance
Education
Baruch College
Real Estate Finance Certificate
City University of New York-Queens College
Paralegal Studies
Queensborough Community College
Associate, Business Administration
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
Bottomline Technologies November 2007 - Present
Cystic Fibrosis Foundation 2002 - 2010
Saunders Electric Sales 2006 - 2007
Fisher Scientific April 2002 - November 2006
Wells Fargo Equipment Finance, Inc. April 1997 - April 2002
Skills
Salesforce.com, Outlook, Account Management, Customer Service, Event Planning, PowerPoint, Press Release Drafting, Press Release Submission, Investor Relations, Board Relations, Typography, Interior Design, Wedding Coordinating, Digital Photography, Photojournalism, Speech Writing, Public Relations, Publicity, Time Management, Outstanding time..., Event Management, Corporate Events, Management, Social Media Marketing, Project Management, Fundraising, Marketing, Marketing Communications, Social Media, Executive..., Microsoft Office, Advertising, Lead Generation
Education
Southern New Hampshire University 2005 — 2007
MBA, Marketing & International Business Concentration
University of New Hampshire
Business Administration
Governor Dummer Academy 1989 — 1993
Byfield, MA, College Preparatory School
City of New Orleans October 2013 - Present
The Receivables Exchange June 2012 - October 2013
Wells Fargo Equipment Finance, Inc June 2006 - June 2012
Skills
Finance, Loans, Financial Analysis, Banking, Commercial Lending, Microsoft Excel, Contractual Agreements, Risk Management, Team Management, PowerPoint, Data Analysis, Sales, Customer Service
Education
Appalachian State University 2002 — 2006
Finance & Banking and Economics
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 Equipment Finance, Inc. 2008 - Present
GE Capital Fleet Services 2002 - 2008
U.S. Bank / U.S. Bancorp Equipment Finance, Inc. 2001 - 2002
U.S. Bank / U.S. Bancorp Equipment Finance, Inc. 1998 - 2001
Skills
Credit Analysis, Financial Analysis, Credit, Banking, Loans, Risk Management, Process Improvement, Credit Risk, Management
Education
University of Minnesota-Twin Cities 1983 — 1987
Bachelor of Science (B.S.), Major: Economics, Minor: Statistics
Texas Capital Bank February 2012 - Present
Wells Fargo Equipment Finance, Inc. 2001 - 2012
Associates Commercial Corporation 1989 - 1991
Skills
Commercial Lending, Loans, Credit, Commercial Banking, Financial Analysis, Banking, Credit Analysis, Underwriting, Small Business Lending, Finance, Portfolio Management, Sales Operations, Cash Management, Risk Management, Due Diligence, Credit Risk, Lines Of Credit, Relationship Management, Investments, Financial Risk
Education
Hardin-Simmons University 1986 — 1988
Bachelor's degree, Accounting
GE Capital January 2012 - October 2013
Wells Fargo Equipment Finance, Inc. 2002 - 2011
Wells Fargo Equipment Finance, Inc. (Formerly CIT) 2001 - 2002
Cohoes Savings Bank 1999 - 2001
Granite Professional Technical Services 1997 - 1999
Skills
Finance, Budgets, Loans, Banking, Management, Credit, Risk Management, Commercial Lending, Underwriting
Education
University of Hartford 1989 — 1992
BSBA, Finance and Insurance
IBM Global Financing July 2015 - Present
Wells Fargo Equipment Finance, Inc July 2014 - June 2015
IBM Global Financing September 1999 - July 2014
Skills
Sales, Finance, Relationship Management, Portfolio Management, Financial Analysis, Financial Services, Business Analysis, Negotiation
Education
University of Nebraska-Lincoln 1994 — 1998
Bachelor of Science (B.S.), Finance