Wells Fargo Institutional Trust Services
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20 Wells Fargo Institutional Trust Services employees in database. Find out everything there's to know about Wells Fargo Institutional Trust Services 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 Institutional Trust Services Employees
Medtronic June 2015 - Present
Medtronic April 2010 - Present
Capella University September 2007 - April 2010
Wells Fargo Institutional Trust Services January 2005 - August 2007
Wells Fargo Institutional Trust Services January 2003 - December 2004
Skills
Talent Management, Leadership Development, Employee Engagement, Onboarding, Succession Planning, Training, Project Management, Diversity & Inclusion, Development Of Employees, Human Resources, Organizational..., Collaboration, Learning Management..., Distance Learning, Communication, Leadership, Philanthropy
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Human Resource Development
U.S. Bank Home Mortgage February 2014 - Present
KellyMitchell Group, Inc March 2013 - February 2014
Boynton Health Service - University of Minnesota January 2012 - March 2012
Celarity July 2010 - January 2012
Clouds in Water Zen Center March 2010 - November 2011
Wells Fargo Advisors December 2007 - November 2009
HealthPartners January 2006 - September 2007
Wells Fargo Advisors August 2005 - January 2006
Wells Fargo Institutional Trust Services March 2001 - August 2005
Wells Fargo Home Mortgage November 1997 - February 2001
Skills
Proofreading, Focus Groups, Editing, E-mail Management, Communications Campaigns, Writing, Website Copy, Interactive Marketing, Presentation Development, Surveys, Corporate Branding, Brand Communication, Communications..., ADDIE, Financial Services, Healthcare..., Investment..., Strategic Communications, Procedure Writing, Building Relationships, Health Care Systems, Marketing Copy, Marketing, Technical Writing, Collaboration, Associated Press style, Integrated Marketing, Management, Web Content, Cross-functional Team..., Agile Project Management
Education
St. Cloud State University
Bachelor's, Secondary French Education
Université des Sciences sociales (Toulouse I)
French Language and Literature
TD Ameritrade Trust Company February 2011 - Present
TD Ameritrade Trust Company January 2008 - February 2011
Wells Fargo Institutional Trust services January 2007 - June 2008
Davanni's Pizza April 1999 - June 2008
Skills
Access, Retirement Planning, Microsoft Word, Training, Staff Development, Mutual Funds, Investments, Securities, Risk Management, 401k, Trading, Series 63, Leadership, Financial Services, Management
Education
Ashford University 2009 — 2011
Masters of Arts, Organizational Leadership
University of Wisconsin-Stout 2003 — 2006
Bachelor of Science, Service Management
North Hennepin Community College 2002 — 2003
IBM September 2014 - Present
EVINE Live Inc. April 2013 - May 2014
Wells Fargo - EOP Global Transitions March 2012 - April 2013
Wells Fargo - WRTT Desktop Services August 2004 - March 2012
Wells Fargo Institutional Trust Services October 2001 - August 2004
Wells Fargo - Global Trust & Custody Services December 1998 - October 2001
United States Air Force December 1978 - December 1998
Skills
Help Desk Management, Process Improvement, Change Management, Troubleshooting, Customer Service, PMI Trained, Personnel Management, Military Experience, Service Metrics Analysis, Quality Improvement, IT Service Management, Business Services, Help Desk Support, Vendor Management, Business Analysis, Disaster Recovery, Visio, IT Strategy, Technology Management, IT Management, Business Continuity, BMC Remedy, IT Operations, Business Process..., Relationship Management, Team Leadership, Banking, Project Management, Business Process, Information Technology, Analysis, SDLC, Active Directory, Call Centers, Military
Education
Community College of the Air Force
Associates, Allied Health
Community College of the Air Force
Associate's degree, Health Services/Allied Health/Health Sciences, General
Retirement Benefits Group April 2012 - Present
HighMark Capital Management March 2009 - March 2012
Waddell & Reed/Ivy Funds January 2007 - December 2008
Wells Fargo Institutional Trust Services 2005 - 2006
Strong Capital Management 1999 - 2005
Cigna Retirement and Investment Services 1995 - 1999
KeyCorp, Cleveland, OH 1993 - 1995
Merrill Lynch & Co., Inc, Akron and Cleveland OH 1983 - 1993
Skills
Investments, Retirement Planning, Retirement, Mutual Funds, Investment Advisory, Sales, Wealth Management
Education
The University of Akron 1978 — 1982
Bachelor of Arts, Business Management and Marketing
Accenture Mortgage Cadence November 2014 - April 2015
Ameriprise Financial Services, Inc. January 2012 - December 2013
United Healthcare Group February 2011 - August 2011
Accenture August 2010 - December 2010
Wells Fargo Technology Operations Group July 2009 - June 2010
Wells Fargo Institutional Trust Services November 2008 - March 2009
Jorge Scientific - U.S. Department of Justice - Civil Division March 2007 - April 2008
AEGON - Monumental Life Insurance August 1995 - March 2007
Monumental Life Insurance 1995 - 2007
Nationsbank Corporation January 1988 - January 1995
Skills
Access, Visio, Project Management, SharePoint, Databases, Microsoft SQL Server, Software Documentation, Management, Business Process, Analysis, Testing, Troubleshooting, Business Analysis, Software Development, Process Improvement, Requirements Analysis, Project Planning, Team Leadership, Business Requirements, Business Process..., Vendor Management, Oracle, Crystal Reports, Data Analysis, Requirements Gathering
Education
The Johns Hopkins University Carey School of Business
Masters, Business Administration; Management Information Systems
The Johns Hopkins University 1982 — 1987
Bachelor of Arts, International Studies; History of Art
The Blake Schools 1978 — 1982
High School diploma
Wells Fargo Health Benefit Services July 2014 - Present
Wells Fargo May 2005 - Present
Institutional Retirement & Trust, Wells Fargo September 2010 - June 2014
Wells Fargo Bank May 2008 - August 2010
Wells Fargo August 2007 - August 2008
Wells Fargo Institutional Trust Services May 2006 - July 2007
Wells Fargo Investments 2005 - 2006
Wells Fargo May 2005 - August 2005
Skills
Leadership, Financial Analysis, Banking, Nonprofits, Networking, Marketing, Risk Management, Customer Service, Management, Analysis, Process Improvement, Finance, Training, Strategy, Forecasting
Education
Minnesota State University, Mankato 2010 — 2013
MBA, Concentration: Leadership and Organizational change
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science (B.S.), Entrepreneurial Management; Marketing
University of Minnesota-Duluth 2003 — 2004
University of Minnesota-Twin Cities
First Western Trust October 2010 - Present
Wells Fargo Institutional Trust Services November 2000 - October 2010
Merrill Lynch Group Employee Services December 1997 - November 2000
Reber/Russell Company February 1997 - November 1997
Norwest Investment Management and Trust/United Banks of Colorado January 1988 - February 1997
Skills
Retirement Plan..., Qualified Retirement..., Series 63, Fiduciary, Pensions, 401k, Investment Advisory, Retirement Planning, Asset Allocation, Retirement, Mutual Funds
Education
University of Colorado at Boulder 1980 — 1985
BS, Business
Hays Companies October 2010 - Present
Kanazawa Board of Education (through the JET Program) July 2008 - July 2010
Wells Fargo Institutional Trust Services October 2005 - June 2008
Wells Fargo Institutional Trust Services February 2004 - October 2005
Wells Fargo Institutional Trust Services June 2001 - February 2004
Wells Fargo Institutional Trust Services July 2000 - June 2001
Education
Luther College 1996 — 2000
BA, Business Management
Wells Fargo Corporate Trust May 2011 - Present
City of Plymouth 2006 - Present
Wells Fargo Network March 2006 - May 2011
Wells Fargo Community Funding Council 2007 - 2010
Wells Fargo Trust Operations June 2005 - March 2006
Wells Fargo Institutional Trust Services May 2003 - June 2005
Wells Fargo Volunteer Leave Program April 2004 - July 2004
Wells Fargo Trust Operations November 1997 - May 2003
Wells Fargo November 1995 - November 1997
Wells Fargo September 1994 - November 1995
Skills
CompTIA Network+..., Enterprise Architect, Project Management, Business Analysis, Analysis, Securities, Financial Risk, Networking, Risk Management, Financial Services, Banking, Program Management, Relationship Management
Education
The University of Texas at Arlington
BS, Economics
Wells Fargo SVP - Benefits ManagerWells Fargo Bank1996 - Present
Wells Fargo Institutional Trust Services 1996 - Present
Watson Wyatt 1987 - 1996
Education
Gustavus Adolphus College 1970 — 1974
Wells Fargo Institutional Trust Services September 1996 - Present
National Computer Systems August 1994 - September 1996
Scheduled Airlines Traffic Offices (SATO) April 1990 - April 1994
SATO 1989 - 1994
Skills
Banking, Loans, Credit, Small Business Lending, Commercial Banking, Consumer Lending, Commercial Lending, Mortgage Lending, Credit Analysis, Series 7, Lines Of Credit, Underwriting, Portfolio Management, Series 63, Retail Banking, Loan Origination, Mortgage Banking, Cross Selling, Risk Management
Education
Minnesota State University, Mankato 1968 — 1972
Johnson High School 1965 — 1968
High School, High School
Wells Fargo Institutional Trust Services RPS Education ManagerStrong Retirement Plan Services2002 - 2005
Education
St. Norbert College
Medtronic May 2012 - August 2012
Valspar July 2010 - August 2011
Wells Fargo Institutional Trust Services December 2006 - June 2010
Waymar Industries September 2005 - November 2006
Innovative Properties September 2003 - May 2006
Skills
Data Analysis, Access, Quality Assurance, Business Intelligence, Agile Methodologies, Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Master of Business Administration, Management, Finance
Purdue University 1997 — 2002
Bachelor of Science, Computer Science
Zug, Switzerland July 2014 - July 2015
U.S. Bank December 2012 - June 2014
Wells Fargo Bank November 2009 - December 2012
Wells Fargo February 2007 - November 2009
Wells Fargo Institutional Trust Services July 2006 - February 2007
Weatherly Consulting July 2006 - January 2007
Aspara, Inc October 2005 - December 2005
Self Employed July 2005 - October 2005
American Express Financial Advisors, Inc July 2003 - July 2005
American Express Financial Advisors June 2000 - July 2003
Skills
Product Management, Project Management, Marketing, Coaching, Budgets, Consulting, Business Analysis, SDLC, Cross-functional Team..., Program Management, Strategy, Integration, Financial Services, Leadership, Management, Vendor Management
Education
University of Minnesota - Carlson School of Management 1993 — 1997
MBA, Marketing
2008
SCRUM Master
Augsburg College
BA, Fine Arts
Carlson School of Management, University of Minnesota
MBA, Marketing
Elk River High School
HealthEast October 2014 - Present
Presbyterian Homes & Services September 2010 - September 2014
Wells Fargo Home Mortgage May 2010 - May 2011
Wells Fargo Institutional Trust Services April 2008 - May 2010
Wells Fargo Home Mortgage October 2005 - April 2008
Skills
Public Speaking, Customer Service, Microsoft Word, PowerPoint, Leadership, Time Management, CPR Certified
Education
Rasmussen College 2015 — 2016
Associate’s Degree, Professional Nursing
University of Minnesota-Twin Cities 2002 — 2005
Bachelor’s Degree, Communication and Media Studies