Wachovia Secutities
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Customer service: 1 (866) 281-7436 Headquarters: St. Louis, MO Parent organization: Wells Fargo Founded: September 4, 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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Wachovia Secutities Employees
Wells Fargo June 2009 - Present
Wells Fargo 2007 - 2014
Wells Fargo 2007 - 2014
Wachovia June 2007 - June 2009
Wachovia Secutities 2007 - 2009
Wachovia Secutities 2007 - 2009
Skills
Financial Modeling, Financial Analysis, Foreign Exchange, Fixed Income, Credit, Capital Markets, Bloomberg, Portfolio Management, Equities, Derivatives, Credit Analysis, Hedge Funds, Securities, FX Options, Investments
Education
University of North Carolina at Chapel Hill 2003 — 2007
BA, Economics and Political Science
Emory University - Goizueta Business School
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors March 2007 - February 2015
Wachovia Secutities 2004 - 2007
Accenture 2000 - 2004
Skills
Finance, Series 7, Integration, Mutual Funds, Asset Management, Financial Services, Financial Analysis, Equities, Securities, Investments, Wealth Management, Financial Advisory, Portfolio Management
Education
Boston College 1996 — 2000
Bachelor of Science (B.S.), Finance, Economics
Boston College 1996 — 2000
Business Administration; Finance and Economics
Heartland Consulting June 2012 - Present
Hometown Realty September 2014 - Present
SRA International January 2008 - May 2012
Wachovia Secutities September 2006 - September 2007
Capital One Financial Corp February 2006 - September 2006
Skills
Management Consulting, Management, Business Process..., Business Strategy, Analysis, Risk Management, Program Management, Process Improvement, Business Analysis, Leadership, Consulting, Strategic Planning, Project Management, Banking, Business Development, Forecasting, Data Analysis, Budgets, Economics, Asset Managment, Real Estate, Real Estate Transactions
Education
The Johns Hopkins University 2011 — 2013
Master of Finance
Georgetown University 2010 — 2011
International Business Management
Virginia Commonwealth University - School of Business
Bachelor's degree, Business Finance and Economics
New York Life Insurance Company 2006 - 2009
Lincoln Financial Group 2003 - 2005
Wachovia Secutities 2002 - 2003
Skills
Long-term Care, Nonprofits, Social Media, Event Management, Strategic Financial..., Strategic Planning, Life Insurance, Fundraising, Public Speaking, Leadership, Retirement Planning, Investments, Retirement, Fixed Annuities, Insurance, Estate Planning
Education
Cheyney University of Pennsylvania
Maven Medical April 2013 - Present
Bank of America November 2011 - April 2013
UBS Investment Bank December 2009 - November 2011
Wachovia Securities May 2000 - January 2009
Wachovia Secutities March 2004 - March 2005
Wachovia Secutities May 2000 - February 2004
United States Navy April 1976 - April 2000
US Navy 1998 - 2000
Skills
Aircraft, Project Management, Management, Business Strategy, Portfolio Management, Navy, Process Improvement, Trading, Management Consulting, Risk Management, Analysis, Mergers, Investments, Tactics, Fixed Income, Start-ups, Equity Trading, Program Management, Executive Management, Finance, Technological Innovation, Leading..., Entrepreneurship, Strategic Leadership
Education
The Leadership Baltimore 2003 — 2003
Naval Postgraduate School 1993 — 1996
MS, Applied Physics
The University of Kansas 1983 — 1985
BGS, Atmospheric Science
Wells Fargo Advisors May 2009 - Present
Wachovia Secutities December 2007 - May 2009
CitiGroup Inc. Smith Barney December 2006 - December 2007
Skills
Financial Advisory, Investments, Finance, Wealth Management..., Insurance, Retirement Planning, Financial Planning, Retirement, Wealth Management, Portfolio Management
Education
California State University-Northridge 1986 — 1991
Bachelor’s Degree, Speech Communication with an emphasis in Business Administration
MetLife September 2013 - Present
Wells Fargo Advisors January 2007 - January 2013
Wachovia Secutities January 2006 - January 2007
Wachovia Securities Financial Network January 2004 - January 2006
Skills
Relationship Building, Insurance, Sales, Life Insurance, Investments, Disability Insurance, Underwriting, Fixed Annuities, Retirement Planning, IRAs, Roth IRA, Homeowner Association..., Contract Negotiation, Board of Directors, Series 7, Series 66, Mutual Funds, Leadership, Financial Services, Finance, Wealth Management, Financial Planning
Education
Clinton Community College 2001 — 2003
Associate's Degree, Business Accounting
Craig Fylling Consulting & Associates, LLC September 2015 - Present
LPL Financial Advisors January 2008 - August 2015
JPMorgan Chase & Co. June 2006 - February 2008
H&R Block Financial Advisors October 2004 - June 2006
Wachovia Secutities January 1998 - October 2004
Skills
Series 3, 6, 7, 8, 24,...
Education
Arizona State University 1991 — 1993
Finance, General
Wells Fargo 2007 - Present
Bank of America 2003 - 2007
Trusco Capital Management 2002 - 2003
Wachovia Secutities 2002 - 2002
Raymond James Financial 2000 - 2002
Skills
Business Analysis, Banking, Financial Modeling, Finance, Analytics, Business Intelligence, Process Improvement, Microstrategy, Data Analysis, Databases, Essbase, Customer Profitability, Quality Management, Financial Analysis, Information Technology, Data Warehousing, Oracle Applications
Education
The University of Northampton 2000 — 2001
International Finance
Winthrop University 1996 — 2001
Bachelor of Science (BS), Accounting and Finance
The Nielsen Company August 2009 - Present
Wachovia Securities May 2004 - Present
Wachovia Secutities September 1999 - May 2004
Greenbrier & Russel April 1997 - May 2004
Sears Holdings Management Corporation December 1998 - August 1999
Lands' End May 1997 - October 1998
MCI January 1994 - March 1997
Complete Business Solutions, Inc December 1991 - March 1997
MPACT January 1992 - July 1993
Tata Consultancy Services February 1989 - December 1991
Education
Indian Institute of Technology, Madras 1987 — 1989
MTech, Control Systems
Bangalore University 1982 — 1987
BE, Electrical Power and Electronics
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors (formally Wachovia Securities) May 2008 - Present
Wachovia Secutities September 2006 - May 2008
Mellon Financial January 2006 - September 2006
BLM Investment Securities August 2000 - April 2005
TIAA-CREF 1998 - 2000
Skills
Equity Trading, Technical Analysis, Series 7, Electronic Trading, Trading Systems, Options, Series 63, Bloomberg, ETFs
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Finance, Investment Management
Siena College 1986 — 1990
BS, Marketing Management
Saratoga Springs High School
RBS Global Transaction Services September 2009 - Present
Firstrust Bank 2015 - 2015
Firstrust Bank 2015 - 2015
Bryn Mawr Trust Company August 2007 - August 2009
Citizens Bank October 2004 - July 2007
Wachovia Secutities September 2002 - September 2004
Ameriquest Technologies February 1999 - August 2002
Skills
Lean Six Sigma, Business Process..., Project Management, Productivity Improvement, Change Management, Organizational..., Data Analysis, Financial Analysis, Databases, Project Planning, Project Management Tools, Solution Implementation, Business Case..., Treasury Management, Process Improvement, Customer Experience, Problem Solving, Forecasting, Budgeting, Consulting, Negotiation, Risk Management, Relationship Management, Analysis, Sustainability, Professional..., Portfolio Management, Cash Management, Banking, Finance, Credit, Commercial Banking, Commercial Lending, Loans, Financial Services, Investments
Education
Villanova University
CTP, Certified Treasury Professional, Treasury
University of Wales, Cardiff
Green Belt, Lean Six Sigma
St. Bonaventure University
B.A.
Wells Fargo June 2014 - Present
BB&T Investment Services, Inc. September 2011 - June 2014
BB&T Investment Services, Inc. January 2010 - September 2011
Wachovia Secutities February 2008 - January 2010
Skills
Mutual Funds, Series 7, Series 24, Fixed Income, Series 63, Series 65, Equity Trading, Securities Regulation, Bloomberg, Series 53, SmartStation, Life and Health..., Bilingual-Spanish, Compliance Oversight, BETA, International Policy, Bonds, Banking, FINRA, Finance, Financial Risk, Investments, Management, Risk Management, Securities, Wealth Management
Education
Mount Saint Mary College 2002 — 2006
B.S. / B.A., Business Administration and Management / Psychology
Wells Fargo Advisors May 2009 - Present
Wachovia Secutities October 2007 - May 2009
AG Edwards November 2003 - October 2008
Smith Barney February 2002 - October 2003
Skills
Retirement Planning, Investments, Investment Strategies, Finance, Customer Service, Public Speaking, Management, Strategic Planning, Mutual Funds, Series 7
Education
Northern Michigan University 1996 — 2000
BS Social Science History, Political Science
Wells Fargo Securities September 2014 - Present
Wells Fargo Advisors September 2010 - Present
Wells Fargo Securities August 2007 - September 2010
Wachovia Secutities June 2002 - August 2007
Skills
Microsoft Office, SQL, Microsoft SQL Server, VBA, SAP, Essbase
Education
University of North Carolina at Charlotte 2006 — 2009
Master of Business Administration (MBA), Information Technology
Cox Communications January 2012 - Present
Cox Communications September 2010 - January 2012
Cox Communications February 2008 - September 2010
AHL Consulting, Inc. May 2001 - February 2008
Ansley Capital Group, LLC September 2000 - April 2001
Cox Communications May 1999 - September 2000
Wachovia Secutities May 1998 - August 1998
Cape Environmental Management, Inc. 1995 - 1998
Dynamac Corporation 1991 - 1995
Parsons 1990 - 1991
Skills
Cross-functional Team..., Business Development, Business Operations, Product Management, Business Intelligence, Telecommunications, Customer Experience, SEM, Competitive Analysis, Digital Marketing, Digital Media, Product Marketing, CRM, Vendor Management, Web Analytics, Online Advertising, SEO, Cloud Computing, Broadband Access, Mobile Applications, Cable Television, Online Video Strategy, Social Media
Education
Georgia Institute of Technology 1997 — 1999
MBA, Finance
Georgia Institute of Technology 1987 — 1990
Master of Science, Environmental Engineering
Vanguard April 2004 - Present
Wachovia Secutities 1989 - 2004
CoreStates Bank 1989 - 1998
Skills
Commercial Banking, Investments, Credit Analysis, Capital Markets, Banking, Credit, Loans, Commercial Lending, Relationship Management, Wealth Management, Asset Management, Mutual Funds, Financial Services
Education
Dickinson College 1983 — 1987
B.A., Political Science, Economics
Bank of America Merrill Lynch September 2001 - Present
Wachovia Secutities May 2000 - September 2001
Interstate Johnson Lane October 1998 - May 2000
Skills
Management, Microsoft Office, Risk Management, Project Management, Financial Analysis, Business Analysis, Leadership, Customer Service, Strategic Planning, Banking, Finance, Process Improvement, Microsoft Word
Education
Allegheny College
Black Tie Services LLP February 2002 - Present
Wachovia Secutities 2000 - 2002
Morgan Stanley 1996 - 2000
Baltimore Orthotics 1993 - 1996
Kraft Food 1990 - 1991
Skills
Income Statement, Sales Management, Cold Calling, Sales, Key Account Development, Team Building, Business Development, Food Service, Strategy, Key Account Management, Account Management, National Accounts, Marketing, New Business Development, Executive Management, Customer Service, Cloud Computing, Strategic Planning, Management, Selling, Sales Process, Negotiation, Marketing Strategy, Forecasting, Cross-functional Team..., Leadership, Food, Consumer Products, Lead Generation, Contract Negotiation, Budgets, Sales Operations, Start-ups, Small Business, Business Planning, Business Strategy, P, Catering
Education
University of Maryland College Park 1989 — 1992
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services, 3.5/4.0
Clemson University 1988 — 1989
Textiles and Industry
SunTrust April 2014 - Present
Bank of America Merrill Lynch February 2005 - December 2012
Wachovia Secutities January 2001 - February 2005
Skills
Financial Analysis, Finance, Risk Management, Banking, Portfolio Management, Financial Services, Sales, Business Analysis, Strategic Planning, Investments, Analysis, Credit, Business Strategy, Corporate Finance, Investment Banking, Team Building, Team Leadership, Wealth Management, Credit Analysis, Treasury, Commercial Banking, Relationship Management, Commercial Lending, Credit Risk
Education
Capella University
Master of Business Administration (MBA), Finance
PNC Investments November 2009 - Present
PNC Investments November 2009 - Present
Natcity Investments September 2007 - November 2009
Wachovia Secutities May 2001 - September 2007
SunTrust Investment Services, Inc. April 1998 - May 2001
Skills
Banking, Risk Management, Portfolio Management, Mutual Funds, Investments, Wealth Management, Management, Relationship Management, Securities, Series 7, Asset Management, Credit, Asset Allocation
Education
Kent State University 1987 — 1991
Bachelor's degree, Finance, General
Dalton Strategic Advisory Services, LLC June 2014 - Present
Regions Financial Corporation June 2008 - June 2014
Wachovia Secutities January 2000 - June 2008
First Union National Bank January 1992 - January 2000
SunTrust January 1974 - December 1991
Skills
Customer Service, Management, Strategic Planning, Microsoft Office, Sales, Marketing, Leadership, Microsoft Excel, Marketing Strategy, Investment Banking, Mergers & Acquisitions
Education
Georgia State University 1977 — 1978
Master of Business Administration (MBA), Accounting and Finance
West Fulton High School 1962 — 1965
High School graduate