Wells Fargo Institutional Trust
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Wells Fargo Institutional Trust Employees
Dept. of Human Services, State of Minnesota October 2012 - Present
Wells Fargo Wealth Mgmt May 2007 - October 2012
Wells Fargo 2003 - 2006
Wells Fargo Institutional Trust 2002 - 2004
Wells Fargo Trust Operations 2000 - 2002
Skills
Customer Service, Problem Solving, Administration, Coaching, Process Improvement, Internal Communications, Training Delivery, Team Leadership, PowerPoint development, Microsoft Excel, SharePoint, Strategy, Management
Education
Saint Mary's University of Minnesota 2009 — 2011
Masters in Organizational Leadership, Organizational Leadership
Bethel University 1998 — 2000
Organizational Studies, Management and research studies
COMERICA INSTITUTIONAL TRUST 2008 - Present
Schwab Institutional 2006 - 2008
Wells Fargo Institutional Trust 2000 - 2006
Skills
Investment Advisory, Investment Management, Financial Services, New Business Development, Mutual Funds, 401k, Asset Managment, Retirement, Investments, Retirement Planning, Business Relationship..., Sales, Portfolio Management, Banking, Series 7, Business Development, Hedge Funds, Wealth Management, Insurance, Relationship Management, Asset Management
Education
University of St. Thomas (TX) 1983 — 1985
MBA, Finance
Trinity University 1979 — 1983
Bachelor of Arts, Business - Finance
Wells Fargo Insurance Services, USA Inc. December 2012 - Present
Wells Fargo Bank 2006 - Present
Wells Fargo Institutional Trust 1997 - 2007
American Express Financial Advisors 1993 - 1998
Alliant Techsystems 1988 - 1993
Skills
Marketing Communications, New Business Development, Marketing, Management, Marketing Strategy, Strategic Planning, Leadership, Sales, Insurance, Program Management, Risk Management, Strategy, Training, Competitive Analysis, Business Development
Education
University of Minnesota - Carlson School of Management 1989 — 1993
MBA, Marketing
Luther College
Bachelor of Arts, English, Music
Western Illinois University
Master of Arts, Music
Thomson Reuters June 2015 - Present
Best Buy November 2010 - June 2015
Wells Fargo Home Mortgage Portfolio Mgmt Group June 2010 - November 2010
Wells Fargo Shareowner Services August 2009 - June 2010
Wells Fargo Brokerage May 2007 - August 2009
Wells Fargo Institutional Trust September 2005 - May 2007
Wells Fargo Shareowner Services January 1999 - September 2005
Skills
UML, Process Improvement, Testing, Business Requirements, SDLC, Requirements Gathering, User Acceptance Testing, Business Analysis, Business Process, Vendor Management, User Experience Design, User Interface Design, Wire Framing, Axure, SharePoint, InfoPath, XML, Software Project..., Project Management, Project Portfolio..., Waterfall, Visio, Agile Methodologies, Management, Quality Assurance, Software Documentation, Data Modeling, Analysis, Business Intelligence, Systems Analysis, Requirements Analysis
Education
Accredited College (online) 2006 — 2008
MIS
The University of North Dakota 1994 — 1996
Voya Financial April 2015 - Present
BI WORLDWIDE September 2014 - April 2015
Thomson Reuters September 2013 - September 2014
Green Tree Servicing October 2012 - September 2013
Wells Fargo Bank N.A. September 2007 - October 2012
Wells Fargo Corporate Trust April 2005 - August 2007
Wells Fargo Institutional Trust March 2000 - March 2005
Norwest Investment Services, Inc. June 1997 - March 2000
Norwest Investment Services, Inc. June 1997 - March 2000
Washington Square Securities December 1996 - June 1997
Skills
Cross-functional Team..., Management, Program Management, Sales Management, Analysis, Business Development, Sales, Marketing, Product Development, Banking, Training, Marketing Strategy, Google Analytics
Education
University of St. Thomas 2005 — 2009
MBA, Marketing
Luther College 1990 — 1994
Bachelor of Arts, Business Management
Osseo Sr High
Wells Fargo Institutional Trust February 2013 - Present
Wells Fargo Shareowner Services April 2009 - February 2013
Skills
Process Improvement, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Training, PowerPoint, Risk Management, Data Analysis, Microsoft Word, Leadership, Business Process..., Editing, Team Building, Research, SharePoint
Education
University of Minnesota-Morris 1999 — 2003
Bachelor of Arts (B.A.), English
SterlingBackcheck March 2015 - Present
Corizon Health March 2013 - February 2015
Information Reporting Services, Inc February 2011 - March 2013
Advanced Therex Rehab Specialist March 2012 - April 2012
Wells Fargo Institutional Trust July 2010 - February 2011
Universal Background Screening July 2009 - May 2010
JPMorgan Chase March 2009 - July 2009
Wells Fargo Institutional Trust January 2000 - January 2008
Maplewood Police Reserves January 2001 - April 2005
Skills
Database Administration, Microsoft Works, Enforcement, Customer Satisfaction, Databases, File Management, Fax, Microsoft Excel, Outlook, Microsoft Word, Teamwork, PowerPoint, Software Documentation, Data Entry, Customer Service, Records Management, Medical Records, Health Insurance, Verification, Time Management, Timely Decision Making, Communication
Education
Careerstep 2015 — 2016
CCA, Medical Insurance Specialist/Medical Biller
Herzing University 2010 — 2012
Associates, Medical Office Administration
Ashworth College 2005 — 2007
Associate's Degree, Criminal Justice
2004 Minnesota School of Bartending 2003 — 2003
Certificate, Bartending/Bartender
Northeast Metro 1995 — 1998
Diploma, High School
Key Land Homes & HOME KEY REALTY July 2015 - Present
The Portland Tower & Stonebridge Lofts October 2010 - Present
RE/MAX Advantage Plus October 2007 - Present
United Builders - Lyndale Green January 2009 - January 2010
Home Avenue 2005 - 2007
McDonald Construction February 2003 - March 2004
Wells Fargo Institutional Trust 1989 - 1998
Skills
Short Sales, Sellers, REO, Sales, Construction, Real Estate Transactions, Waterfront, Rentals, Move Up Buyers, Investments, Investors, HUD, ABR, Selling, Real Property, Investment Properties, Relocation Buyers, Property, Vacation Homes, FHA financing, SFR, Contract Negotiation
Education
Minnesota State University, Mankato 1981 — 1985
BFA, Graphic Design/Business
Lincoln Sr. High School, Sioux Falls, SD 1976 — 1979
TRI-AD January 2007 - Present
Stanton Group 2006 - 2006
Wells Fargo Institutional Trust 1996 - 2006
Principal Financial Group 1982 - 1996
Skills
401k, Retirement, Employee Benefits, Defined Benefit, Pensions, Benefits Administration, ERISA, Financial Services, Deferred Compensation, Retirement Planning, Leadership, Executive Pay, Defined Contribution, Succession Planning, Management, Mutual Funds, Investments
Education
Grand View College 1978 — 1983
Bachelor of Arts, Business Administration
Grand View College 1978 — 1982
BA, Business
Seeking New Opportunity IT Project ManagerCaringBridgeMarch 2013 - December 2014
Wells Fargo Insurance Services October 2006 - May 2008
Wells Fargo Health Benefit Services October 2004 - October 2006
Wells Fargo Institutional Trust April 2002 - October 2004
Education
Minot State University 1991 — 1996
Bachelor's Degree, Accounting
Minot High School
Wells Fargo January 2014 - Present
Wells Fargo - Business Advisory Services October 2011 - December 2013
Wells Fargo Institutional Trust July 2006 - October 2011
Skills
Investments, Trust Services, Wealth Management, Excel, Outlook, PowerPoint, Accounting, Financial Analysis, Access, Customer Relations, Word, Banking, Securities, Asset Management, Financial Modeling, Corporate Finance, Valuation, Risk Management, Finance
Education
Augsburg College 2008 — 2010
MBA, Business Administration
Montana State University-Bozeman 2001 — 2005
BS, Business Finance
Lowe's Companies, Inc. February 2015 - March 2015
Wells Fargo October 2014 - January 2015
Ingersoll Rand March 2014 - May 2014
Bank of America November 2013 - February 2014
Ingersoll Rand September 2013 - October 2013
Wells Fargo Institutional Trust June 2011 - December 2012
UNC Charlotte November 2010 - November 2010
SPATCO DEF a division of Southern Pump & Tank Co. March 2010 - March 2010
ResCare May 2009 - February 2010
Aon Hewitt September 2003 - October 2008
Skills
QuickBooks, Payroll, Microsoft Office, Human Resources, Financial Statements, Bookkeeping, Spreadsheets, Account Reconciliation, Accounts Receivable, Invoicing, General Ledger, Accounts Payable, VLookups, MS Excel Formulas, 10,000 kph, MS Access, NowTrak, Wystar, Sungard Omnipay, PivotTable, PivotChart, Tax, Seibel, Retirement Benefits, Database Design, 401k, financial reporting, trend analysis, presentation skills, team player, foecasting, analytical ability, Payroll records, vendor data file, MS Project, Data Administration, Unclaimed Benefits, Peoplesoft PeopleTools, Peachtree Accounting, Sales & Use Tax, Big Picture View, Looking At the Big..., SAP eLedger, Oracle Insight, MailMerge, Concatenation, Business Process, Business Process..., Informatics, ETL, BMC ITMS
Education
Utica School of Commerce 1995 — 1999
Associate’s Degree
Eastern University 1975 — 1978
n/a
Allfred-Almond Central School 1969 — 1975
New York State Regent's Diploma
Skillport.com
On-going Professional Education