Wells Fargo Institutional Trust

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Wells Fargo Institutional Trust Employees

Employee
Years
Job
Industry
Lynda Hinrichs Lynda Hinrichs Greater Minneapolis-St. Paul Area Details
Lynda Hinrichs's Wells Fargo Institutional Trust Experience 2002 - 2004
Job State Program Administrator at Dept. of Human Services, State of Minnesota
Industry Financial Services
Experience
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

Bob Donaho Bob Donaho Houston, Texas Area Details
Bob Donaho's Wells Fargo Institutional Trust Experience 2000 - 2006
Job Searching for the Next Great Career Opportunity
Industry Financial Services
Experience
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

Andrea Bungum Andrea Bungum Greater Minneapolis-St. Paul Area Details
Andrea Bungum's Wells Fargo Institutional Trust Experience 1997 - 2007
Job Marketing Director, Wells Fargo Insurance Services, USA Inc.
Industry Financial Services
Experience
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

Amity Zine Amity Zine Greater Minneapolis-St. Paul Area Details
Amity Zine's Wells Fargo Institutional Trust Experience September 2005 - May 2007
Job Senior UX Consultant at Thomson Reuters
Industry Information Technology and Services
Experience
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

Drew Snodgrass Drew Snodgrass Greater Minneapolis-St. Paul Area Details
Drew Snodgrass's Wells Fargo Institutional Trust Experience March 2000 - March 2005
Job Business Process Consultant at Voya Finacial / Knight Snodgrass Consulting, Inc.
Industry Financial Services
Experience
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

Nick Menzhuber Nick Menzhuber Minneapolis, Minnesota Details
Nick Menzhuber's Wells Fargo Institutional Trust Experience February 2013 - Present
Job Operations Manager at Wells Fargo Shareowner Services
Industry Financial Services
Experience
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

Angela Hallmark Angela Hallmark Chandler, Arizona Details
Angela Hallmark's Wells Fargo Institutional Trust Experience July 2010 - February 2011
Job Criminal Court Research at SterlingBackcheck
Industry Hospital & Health Care
Experience
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

Lise Siegel Lise Siegel Greater Minneapolis-St. Paul Area Details
Lise Siegel's Wells Fargo Institutional Trust Experience 1989 - 1998
Job New Home Sales Consultant at Key Land Homes & HOME KEY REALTY
Industry Real Estate
Experience
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

George Naset George Naset Greater San Diego Area Details
George Naset's Wells Fargo Institutional Trust Experience 1996 - 2006
Job Practice Manager, Retirement at TRIAD
Industry Financial Services
Experience
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

Renee Swenson Renee Swenson Greater Minneapolis-St. Paul Area Details
Renee Swenson's Wells Fargo Institutional Trust Experience April 2002 - October 2004
Job Project Manager at Seeking New Opportunity
Industry Nonprofit Organization Management
Experience
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

Trevor Huss Trevor Huss Greater Minneapolis-St. Paul Area Details
Trevor Huss's Wells Fargo Institutional Trust Experience July 2006 - October 2011
Job Assistant Vice President Real Estate Invesment Manager at Wells Fargo
Industry Banking
Experience
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

Larry Littlehale Larry Littlehale Charlotte, North Carolina Area Details
Larry Littlehale's Wells Fargo Institutional Trust Experience June 2011 - December 2012
Job Excel Expert with Accounting, Bookkeeping, Data Analysis and Client / Retirement Services
Industry Accounting
Experience
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