Wells Fargo Trust Operations
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Wells Fargo Trust Operations Employees
Spectrolab, a wholly owned subsidiary of The Boeing Company March 2008 - Present
Amgen 2003 - 2008
Morlin Asset Management, LP June 2000 - December 2000
Wells Fargo Trust Operations July 1986 - June 2000
Skills
Marketing and Business..., Project Management, Process Improvement, SAP, Program Management, Continuous Improvement, CRM, Visio, Management, Leadership, Quality Assurance, Business Development, Training, Access, Project Planning, Budgets
Education
University of Phoenix 2003 — 2007
Bachelor of Science (BS), Business Management
Boeing Leadership Center, St. Louis
Program Management
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
Wells Fargo October 2013 - Present
Wells Fargo - Trust Operations July 2011 - December 2012
Wells Fargo - Trust Operations March 2010 - July 2011
Wells Fargo Investments, LLC November 2008 - March 2010
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science in Business, Finance
Ingham Retirement Group January 2013 - Present
Colonial Life October 2012 - January 2013
Wells Fargo Trust Operations June 2011 - June 2012
KleinBank June 2005 - November 2010
Skills
Microsoft Office, SEI, Customer Service, US GAAP, Accounting, Excel, PowerPoint, Financial Planning, Financial Analysis, Sales, Health Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Investments, Microsoft Excel, Strategic Financial...
Education
Metropolitan State University 2007 — 2011
Bachelor of Science, Accounting
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 Trust Operations March 2010 - Present
Wells Fargo Trust Operations March 2007 - March 2010
Skills
Regualatory Application..., Access, SSIS, SQL Server Management..., Process Improvement, Microsoft Excel, Microsoft Office, Visio, SQL
Education
BS Mathematics 1993 — 1998
Mathematics
University of Minnesota-Twin Cities
Mathematics
Amerprise October 2013 - Present
Wells Fargo - Trust Operations July 2012 - April 2013
Wells Fargo Investments 2007 - February 2011
Wells Fargo Investments 2003 - 2006
Wells Fargo Investments 2001 - 2003
Wells Fargo Investments 2000 - 2003
Ziegler Thrift Trading 1985 - 1998
Skills
Automation, Hyperion, Compliance, Process Improvement, Analysis, Operations Management, Hyperion Enterprise, Securities, Financial Services, Investments, Banking, Software Documentation, Mutual Funds, Risk Management
Education
North Hennepin Community College 1981 — 1982
Accounting, Art