Meet the Graduates

The assurance services (audit, reviews and compilations) we provide to our clients gives them trusted financial statements and business information needed to operate and grow their businesses or organizations. These financial statements help our clients secure financing, satisfy external requirements and/or attract new owners.

Wells Fargo Merchant Services specializes in providing payment processing solutions such as credit card, debit card, check guarantee, and e-commerce to businesses of all sizes. I provide direct sales support to a Wells Fargo retail banking district, consisting of 10 branch locations. I work directly with the staff of these branches educating and training them on the product offerings of Wells Fargo Merchant Services. On a daily basis I meet with business owners to get a good understanding of their business model, anlyze financial documents, and then develop and deliver sales proposals that will help these businesses get set up with the systems and equipment they need to help run their business on a daily basis, all while helping them minimize theirs costs. Their is a great deal of outside self sourcing and networking in addition to working with internal business units within Wells Fargo.

As CEO, I have a tremendous team of professionals that guide the day-to-day operation of the banks and company, so I focus on issues of strategy, capital planning and shareholder relations. On a given day, my duties may vary greatly. We may attend to bank performance considerations, future growth or personnel matters.

My job includes the planning and performing of audits and reviews as well as the preparation and presentation of financial statements.

We provide customized commodity risk management tools to our customers by trading futures and options.

After starting as a finance intern, I transitioned into my current role, which combines both finance and sales. Essentially, I work as a liaison between Bobcat, our vast dealer network, and GE Capital, the capital supplier for our more than 600 domestic dealers.