Wells Capital Management
Industry: Company
DescriptionHeadquarters: San Francisco, California, United States Founded: 1996 Parent organization: Wells Fargo Asset Management Holdings, LLC Subsidiaries: Lowry Hill Investment Advisors, Inc.,
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Wells Capital Management Employees
Employee
Years
Job
Industry
Daniel Baumgart Daniel Baumgart's Wells Capital Management Experience October 2014 - Present
Job Securities Trader at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management October 2014 - Present
Wells Fargo Asset Management July 2013 - October 2014
Wells Fargo Asset Management July 2012 - July 2013
International Sports Management, Inc. November 2011 - July 2012
KM Capital Management February 2011 - November 2011
Keystone Trading Concepts March 2010 - August 2010
Skills
Investments, Equities, Trading, Finance, Customer Service, Risk Management, Investment Strategies, Investment Management, Cold Calling, Series 7, Valuation, Asset Allocation, Securities, Salesforce.com, Financial Risk, Portfolio Management, Mutual Funds, FactSet, Series 63, Wealth Management
Education
Concordia University-Wisconsin 2007 — 2009
BS, General Business
Marian College of Fond du Lac 2003 — 2006
BS, Economics and Finance
Wells Capital Management October 2014 - Present
Wells Fargo Asset Management July 2013 - October 2014
Wells Fargo Asset Management July 2012 - July 2013
International Sports Management, Inc. November 2011 - July 2012
KM Capital Management February 2011 - November 2011
Keystone Trading Concepts March 2010 - August 2010
Skills
Investments, Equities, Trading, Finance, Customer Service, Risk Management, Investment Strategies, Investment Management, Cold Calling, Series 7, Valuation, Asset Allocation, Securities, Salesforce.com, Financial Risk, Portfolio Management, Mutual Funds, FactSet, Series 63, Wealth Management
Education
Concordia University-Wisconsin 2007 — 2009
BS, General Business
Marian College of Fond du Lac 2003 — 2006
BS, Economics and Finance
Cory Heck Cory Heck's Wells Capital Management Experience May 2006 - August 2006
Job Senior Associate at CID Capital
Industry Venture Capital & Private Equity
Experience
CID Capital February 2014 - Present
BMO Capital Markets October 2013 - January 2014
BMO Capital Markets May 2010 - September 2013
BMO Capital Markets July 2007 - October 2010
Wells Capital Management May 2006 - August 2006
Skills
Leveraged Finance, Financial Modeling, Credit Analysis, LBO, Financial Analysis, Underwriting, Credit, Capital Structure, Loans, Financial Markets, Economics, Legal Documents, Portfolio Management, Business Writing
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, Economics, Entrepreneurship, and Management
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Graduated Cum Laude
CID Capital February 2014 - Present
BMO Capital Markets October 2013 - January 2014
BMO Capital Markets May 2010 - September 2013
BMO Capital Markets July 2007 - October 2010
Wells Capital Management May 2006 - August 2006
Skills
Leveraged Finance, Financial Modeling, Credit Analysis, LBO, Financial Analysis, Underwriting, Credit, Capital Structure, Loans, Financial Markets, Economics, Legal Documents, Portfolio Management, Business Writing
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, Economics, Entrepreneurship, and Management
DePauw University 2003 — 2007
Bachelor of Arts (B.A.), Economics, Graduated Cum Laude
Douglas Basile Douglas Basile's Wells Capital Management Experience June 2012 - Present
Job Portfolio Specialist at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management June 2012 - Present
Wells Fargo Advantage Funds April 2011 - June 2012
thinkorswim May 2009 - April 2011
Timber Hill LLC June 2000 - May 2009
ADM Investor Services January 1996 - May 1999
Skills
Series 7, Options, Trading, Investments, Series 3, Series 63, Securities, Equities, Asset Management, Asset Allocation, Bloomberg, Commodity, Derivatives, ETFs, Electronic Trading, FINRA, Fixed Income, Financial Markets, Financial Services, Proprietary Trading, Trading Systems
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Science in Finance
Elmhurst College 2007 — 2009
Master of Business Administration (M.B.A.)
West Virginia Wesleyan College 1990 — 1994
Bachelor's Degree, History and English
Indiana University Bloomington
Wells Capital Management June 2012 - Present
Wells Fargo Advantage Funds April 2011 - June 2012
thinkorswim May 2009 - April 2011
Timber Hill LLC June 2000 - May 2009
ADM Investor Services January 1996 - May 1999
Skills
Series 7, Options, Trading, Investments, Series 3, Series 63, Securities, Equities, Asset Management, Asset Allocation, Bloomberg, Commodity, Derivatives, ETFs, Electronic Trading, FINRA, Fixed Income, Financial Markets, Financial Services, Proprietary Trading, Trading Systems
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Science in Finance
Elmhurst College 2007 — 2009
Master of Business Administration (M.B.A.)
West Virginia Wesleyan College 1990 — 1994
Bachelor's Degree, History and English
Indiana University Bloomington
Katherine Curiel Katherine Curiel's Wells Capital Management Experience June 2012 - August 2014
Job MBA Candidate, MIT Sloan | MUP Candidate, Harvard GSD
Industry Venture Capital & Private Equity
Experience
Winn Development June 2015 - August 2015
Harvard University Joint Center for Housing Studies August 2014 - May 2015
Wells Capital Management June 2012 - August 2014
Northwestern Mutual May 2011 - August 2011
U.S. House of Representatives May 2010 - August 2010
Harley-Davidson Motor Company May 2008 - August 2008
Skills
Investments, Bloomberg, Fixed Income, Valuation, Investment Management, Financial Analysis, Financial Modeling, Equities, Equity Research, Mutual Funds, Equity Valuation, Credit Analysis, Financial Statement..., Geospatial Data
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA), Finance and Sustainability Certificates
Harvard University Graduate School of Design 2014 — 2017
Master in Urban Planning, International Development and Infrastructure and Transportation concentrations
Marquette University 2008 — 2012
Honors Bachelor of Science, Finance and International Business, Cum laude
Winn Development June 2015 - August 2015
Harvard University Joint Center for Housing Studies August 2014 - May 2015
Wells Capital Management June 2012 - August 2014
Northwestern Mutual May 2011 - August 2011
U.S. House of Representatives May 2010 - August 2010
Harley-Davidson Motor Company May 2008 - August 2008
Skills
Investments, Bloomberg, Fixed Income, Valuation, Investment Management, Financial Analysis, Financial Modeling, Equities, Equity Research, Mutual Funds, Equity Valuation, Credit Analysis, Financial Statement..., Geospatial Data
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (MBA), Finance and Sustainability Certificates
Harvard University Graduate School of Design 2014 — 2017
Master in Urban Planning, International Development and Infrastructure and Transportation concentrations
Marquette University 2008 — 2012
Honors Bachelor of Science, Finance and International Business, Cum laude
Paolo Villasenor, CIPM's Wells Capital Management Experience May 2005 - November 2010
Job Product Management Business Strategy Investment Product Development
Industry Investment Management
Experience
Pacific Funds November 2011 - Present
Genworth Financial (Now AssetMark) November 2010 - November 2011
Wells Capital Management May 2005 - November 2010
Wells Capital Management June 2004 - May 2005
Wellington Management Co October 2003 - February 2004
State Street Global Advisors September 1999 - June 2003
State Street Global Advisors March 1998 - September 1999
Scudder Kemper Investments January 1998 - March 1998
State Street September 1996 - January 1998
Skills
Valuation, Positioning, Competitive Analysis, Product Development, Strategic Planning, Marketing Strategy, Thought Leadership, Transition Management, Sales, Portfolio Optimization, Strategy, Alternative Investments, Mutual Funds, Investments
Education
Boston University Questrom School of Business 1999 — 2002
MBA, Finance
Boston College 1992 — 1996
BS, Biochemistry
Christian Brothers Academy
Pacific Funds November 2011 - Present
Genworth Financial (Now AssetMark) November 2010 - November 2011
Wells Capital Management May 2005 - November 2010
Wells Capital Management June 2004 - May 2005
Wellington Management Co October 2003 - February 2004
State Street Global Advisors September 1999 - June 2003
State Street Global Advisors March 1998 - September 1999
Scudder Kemper Investments January 1998 - March 1998
State Street September 1996 - January 1998
Skills
Valuation, Positioning, Competitive Analysis, Product Development, Strategic Planning, Marketing Strategy, Thought Leadership, Transition Management, Sales, Portfolio Optimization, Strategy, Alternative Investments, Mutual Funds, Investments
Education
Boston University Questrom School of Business 1999 — 2002
MBA, Finance
Boston College 1992 — 1996
BS, Biochemistry
Christian Brothers Academy
Petros Bocray, CFA, FRM Petros Bocray, CFA, FRM's Wells Capital Management Experience March 2006 - Present
Job Senior Portfolio Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management March 2006 - Present
Wells Capital Management March 2006 - Present
Education
College of Charleston 1994 — 1998
Bachelor's degree, Economics
Wells Capital Management March 2006 - Present
Wells Capital Management March 2006 - Present
Education
College of Charleston 1994 — 1998
Bachelor's degree, Economics
Sunita Advaney's Wells Capital Management Experience January 2009 - December 2011
Job Principal Global Investors, Director of SubAdvisory Business Development
Industry Financial Services
Experience
Principal Global Investors March 2014 - Present
Munder Capital Management December 2011 - March 2014
Wells Capital Management January 2009 - December 2011
Evergreen Investments October 2007 - December 2008
Deutsche Asset Management September 1999 - October 2007
Skills
Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Options, Banking, Series 7, Insurance, Asset Management, Asset Allocation, Equities, Series 63, Finance, Investment Management, Hedge Funds
Education
Hofstra University 1992 — 1996
BA, International Business
Bryant Highschool 1989 — 1992
Principal Global Investors March 2014 - Present
Munder Capital Management December 2011 - March 2014
Wells Capital Management January 2009 - December 2011
Evergreen Investments October 2007 - December 2008
Deutsche Asset Management September 1999 - October 2007
Skills
Mutual Funds, Retirement, Investment Strategies, Alternative Investments, Options, Banking, Series 7, Insurance, Asset Management, Asset Allocation, Equities, Series 63, Finance, Investment Management, Hedge Funds
Education
Hofstra University 1992 — 1996
BA, International Business
Bryant Highschool 1989 — 1992
Jeffrey Carson Jeffrey Carson's Wells Capital Management Experience 2009 - April 2011
Job Investment Advisor at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust October 2013 - Present
Wells Capital Management 2009 - April 2011
Wachovia Bank/Evergreen Investments 2001 - 2009
BlackRock 1985 - 1998
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Client Service, Institutional, Bonds
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Business Administration, Marketing
Wilmington Trust October 2013 - Present
Wells Capital Management 2009 - April 2011
Wachovia Bank/Evergreen Investments 2001 - 2009
BlackRock 1985 - 1998
Skills
Portfolio Management, Asset Management, Fixed Income, Investments, Client Service, Institutional, Bonds
Education
Bloomsburg University of Pennsylvania 1976 — 1980
Business Administration, Marketing
Chris Drowne Chris Drowne's Wells Capital Management Experience November 2014 - Present
Job Technical Project Manager at Wells Capital Management
Industry Information Technology and Services
Experience
Wells Capital Management November 2014 - Present
Transitional Data Services April 2009 - November 2014
Curve Communications March 2009 - May 2009
Dunkin Donuts National DCP January 2007 - March 2009
Shields Health Care Group 2000 - 2007
Renaissance Worldwide 1996 - 2000
AmeriComUSA, Inc. 1993 - 1996
Call America Business Communications 1992 - 1993
AT&T Network Systems 1988 - 1992
Skills
Data Center, Telecommunications, Visio, Troubleshooting, Networking, Software Documentation, Project Management, Management, Process Improvement, Wireless, Analysis, Account Management, Project Planning, Contract Negotiation, Information Technology, IT Operations, Servers
Education
Westfield State College 1985 — 1987
Bachelor of Science, Criminal Justice/Law Enforcement Administration
Bristol Community College 1983 — 1985
Associates Degree, Criminal Justice/Law Enforcement Administration
Wells Capital Management November 2014 - Present
Transitional Data Services April 2009 - November 2014
Curve Communications March 2009 - May 2009
Dunkin Donuts National DCP January 2007 - March 2009
Shields Health Care Group 2000 - 2007
Renaissance Worldwide 1996 - 2000
AmeriComUSA, Inc. 1993 - 1996
Call America Business Communications 1992 - 1993
AT&T Network Systems 1988 - 1992
Skills
Data Center, Telecommunications, Visio, Troubleshooting, Networking, Software Documentation, Project Management, Management, Process Improvement, Wireless, Analysis, Account Management, Project Planning, Contract Negotiation, Information Technology, IT Operations, Servers
Education
Westfield State College 1985 — 1987
Bachelor of Science, Criminal Justice/Law Enforcement Administration
Bristol Community College 1983 — 1985
Associates Degree, Criminal Justice/Law Enforcement Administration
Doug Beath Doug Beath's Wells Capital Management Experience Portfolio Manager, Asset AllocationWells Capital ManagementJuly 2006 - Present
Job Portfolio Manager, Asset Allocation at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management Portfolio Manager, Asset AllocationWells Capital ManagementJuly 2006 - Present
H.C. Wainwright & Co. Economics January 2000 - 2005
Education
Fordham University 1987 — 1989
Master of Business Administration (MBA), Finance, Investment Management
University of Michigan 1976 — 1980
Bachelor of Arts (BA)
Wells Capital Management Portfolio Manager, Asset AllocationWells Capital ManagementJuly 2006 - Present
H.C. Wainwright & Co. Economics January 2000 - 2005
Education
Fordham University 1987 — 1989
Master of Business Administration (MBA), Finance, Investment Management
University of Michigan 1976 — 1980
Bachelor of Arts (BA)
Jeff Gubitosi's Wells Capital Management Experience April 2007 - Present
Job Marketing, Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Capital Management April 2007 - Present
PIMCO July 2006 - April 2007
Northwestern Mutual September 2003 - April 2006
Intrepid/Suntrek May 2001 - June 2003
JPMorgan Chase April 1998 - May 2001
Barry Murphy/StockCross Financial Services August 1996 - November 1997
Skills
Marketing, Mutual Funds, Investments, Asset Managment, Fixed Income, Securities, Investment Management, Equities, Financial Services, Due Diligence, 401k, Alternative Investments, Asset Management, Trading, Bloomberg, Asset Allocation, Financial Analysis, Relationship Management, Wealth Management, Series 24, Hedge Funds, Investment Strategies, Financial Modeling, Derivatives, Capital Markets, Valuation, Portfolio Management, Financial Markets, Retirement, Risk Management, Strategic Planning, Leadership, Business Development, Bonds, Event Planning
Education
Boston College 1992 — 1996
BS
Wells Capital Management April 2007 - Present
PIMCO July 2006 - April 2007
Northwestern Mutual September 2003 - April 2006
Intrepid/Suntrek May 2001 - June 2003
JPMorgan Chase April 1998 - May 2001
Barry Murphy/StockCross Financial Services August 1996 - November 1997
Skills
Marketing, Mutual Funds, Investments, Asset Managment, Fixed Income, Securities, Investment Management, Equities, Financial Services, Due Diligence, 401k, Alternative Investments, Asset Management, Trading, Bloomberg, Asset Allocation, Financial Analysis, Relationship Management, Wealth Management, Series 24, Hedge Funds, Investment Strategies, Financial Modeling, Derivatives, Capital Markets, Valuation, Portfolio Management, Financial Markets, Retirement, Risk Management, Strategic Planning, Leadership, Business Development, Bonds, Event Planning
Education
Boston College 1992 — 1996
BS
Kevin Gaughan, CFA Kevin Gaughan, CFA's Wells Capital Management Experience PartnerBrinson Partners, Inc1981 - 1990
Job Managing Director at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management PartnerBrinson Partners, Inc1981 - 1990
Skills
CFA
Education
DePaul University 1984 — 1987
MBA, Finance
DePaul University 1979 — 1984
Bachelor of Science, Finance
Wells Capital Management PartnerBrinson Partners, Inc1981 - 1990
Skills
CFA
Education
DePaul University 1984 — 1987
MBA, Finance
DePaul University 1979 — 1984
Bachelor of Science, Finance
Nicole Sornito Nicole Sornito's Wells Capital Management Experience May 2014 - Present
Job Communications Consultant at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management May 2014 - Present
Wells Capital Management July 2011 - May 2014
Wells Fargo November 2009 - July 2011
Beautologie Malibu April 2009 - November 2009
LA Galaxy April 2008 - November 2008
Pepperdine University June 2006 - December 2007
Phelps Stokes Fund May 2007 - July 2007
Skills
Customer Service, Microsoft Excel, Financial Modeling, Marketing, Research, Financial Analysis, Social Media, Social Networking, Event Planning, PowerPoint, Leadership, Data Analysis, Analysis
Education
Pepperdine University 2005 — 2008
BS International Business; BA Intercultural Communication
Hong Kong Baptist University 2005 — 2005
Wells Capital Management May 2014 - Present
Wells Capital Management July 2011 - May 2014
Wells Fargo November 2009 - July 2011
Beautologie Malibu April 2009 - November 2009
LA Galaxy April 2008 - November 2008
Pepperdine University June 2006 - December 2007
Phelps Stokes Fund May 2007 - July 2007
Skills
Customer Service, Microsoft Excel, Financial Modeling, Marketing, Research, Financial Analysis, Social Media, Social Networking, Event Planning, PowerPoint, Leadership, Data Analysis, Analysis
Education
Pepperdine University 2005 — 2008
BS International Business; BA Intercultural Communication
Hong Kong Baptist University 2005 — 2005
Tom Meyers, CFA Tom Meyers, CFA's Wells Capital Management Experience May 2008 - May 2009
Job Senior Client Portfolio Manager and Head of Distribution
Industry Investment Management
Experience
Legal and General Investment Management, America May 2009 - Present
Wells Capital Management May 2008 - May 2009
Seix Advisors 2002 - 2008
Phoenix Investment Partners 2000 - 2002
Conseco Capital Management, Inc. 1988 - 2000
Capital Guardian Trust 1985 - 1988
Skills
Fixed Income, Portfolio Management, Investments, Asset Allocation, LDI, Sales Management, Marketing, Pensions, Bonds, Strategy
Education
Brown University 1981 — 1985
BA (Honors), Organizational Behavior and Management
New Trier East 1977 — 1981
Legal and General Investment Management, America May 2009 - Present
Wells Capital Management May 2008 - May 2009
Seix Advisors 2002 - 2008
Phoenix Investment Partners 2000 - 2002
Conseco Capital Management, Inc. 1988 - 2000
Capital Guardian Trust 1985 - 1988
Skills
Fixed Income, Portfolio Management, Investments, Asset Allocation, LDI, Sales Management, Marketing, Pensions, Bonds, Strategy
Education
Brown University 1981 — 1985
BA (Honors), Organizational Behavior and Management
New Trier East 1977 — 1981
Will Haggerty Will Haggerty's Wells Capital Management Experience February 2014 - October 2014
Job Financial Services Professional
Industry Financial Services
Experience
StarCompliance October 2014 - Present
Wells Capital Management February 2014 - October 2014
Wells Fargo June 2010 - February 2014
Wachovia, A Wells Fargo Company June 2008 - June 2010
Wachovia Securities January 2004 - June 2008
Skills
Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Asset Managment, Risk Management, IRAs, Financial Advisory, Financial Services, Variable Annuities, Series 7, Series 63, FINRA, Bonds, Series 6, Securities, Wealth Management, Series 24
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2014
MBA, Applied Investment Management
University of North Carolina at Asheville 2001 — 2003
BA, Economics
Auburn University, College of Business 1998 — 2000
BS, Transfer
StarCompliance October 2014 - Present
Wells Capital Management February 2014 - October 2014
Wells Fargo June 2010 - February 2014
Wachovia, A Wells Fargo Company June 2008 - June 2010
Wachovia Securities January 2004 - June 2008
Skills
Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Asset Managment, Risk Management, IRAs, Financial Advisory, Financial Services, Variable Annuities, Series 7, Series 63, FINRA, Bonds, Series 6, Securities, Wealth Management, Series 24
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2014
MBA, Applied Investment Management
University of North Carolina at Asheville 2001 — 2003
BA, Economics
Auburn University, College of Business 1998 — 2000
BS, Transfer
Evan Ross's Wells Capital Management Experience July 2008 - March 2011
Job I Mine Data That Allows Companies To Make Vital Decisions ◆ Researcher ◆ Finance & Analysis Professional ◆ Data Decoder
Industry Financial Services
Experience
Harry's June 2014 - August 2014
Capital Group April 2011 - June 2013
Wells Capital Management July 2008 - March 2011
Fidelity Investments June 2007 - August 2007
JPMorgan Chase May 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Emerging Markets, Investments, Trading, Valuation, Capital Markets, Bloomberg, Asset Managment, Bloomberg Terminal, Financial Markets, Investment Strategies, Securities, Mutual Funds, Equity Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Boston College
Bachelor of Science (BS), Finance
Harry's June 2014 - August 2014
Capital Group April 2011 - June 2013
Wells Capital Management July 2008 - March 2011
Fidelity Investments June 2007 - August 2007
JPMorgan Chase May 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Emerging Markets, Investments, Trading, Valuation, Capital Markets, Bloomberg, Asset Managment, Bloomberg Terminal, Financial Markets, Investment Strategies, Securities, Mutual Funds, Equity Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Boston College
Bachelor of Science (BS), Finance
Mark Bohling's Wells Capital Management Experience May 2006 - August 2006
Job Scheduler at BP
Industry Oil & Energy
Experience
BP June 2007 - Present
Wells Capital Management May 2006 - August 2006
UBS June 2005 - August 2005
Skills
Oil/Gas, Customer Service, Petroleum, Natural Gas, Petrochemical, Gas, Energy, Refinery, Upstream, Commodity Markets, SAP, Energy Industry, Microsoft Office, Microsoft Excel, Project Planning, Process Improvement, Inspection, Operations Management, Energy Markets, Oil, Oil & Gas
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance, Operations Management
BP June 2007 - Present
Wells Capital Management May 2006 - August 2006
UBS June 2005 - August 2005
Skills
Oil/Gas, Customer Service, Petroleum, Natural Gas, Petrochemical, Gas, Energy, Refinery, Upstream, Commodity Markets, SAP, Energy Industry, Microsoft Office, Microsoft Excel, Project Planning, Process Improvement, Inspection, Operations Management, Energy Markets, Oil, Oil & Gas
Education
Indiana University - Kelley School of Business 2003 — 2007
BS, Finance, Operations Management
Patricia Ingrilli Patricia Ingrilli's Wells Capital Management Experience February 2014 - Present
Job Associate, Institutional Sales at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management February 2014 - Present
Wells Fargo Advantage Funds July 2013 - February 2014
Wells Fargo Funds Distributor April 2005 - July 2013
Strong Investments November 2003 - March 2005
Strong Investments June 2000 - October 2003
BNY Clearing Services October 1997 - June 2000
Skills
Series 7, Series 24, Series 65, Series 63, Securities, Investments, Uniform Combined State..., Financial Services, Asset Managment, Investment Company Act, FINRA, Financial Risk
Education
Franciscan University of Steubenville 1994 — 1995
Political Science
University of Wisconsin-Milwaukee
Business Administration
Wells Capital Management February 2014 - Present
Wells Fargo Advantage Funds July 2013 - February 2014
Wells Fargo Funds Distributor April 2005 - July 2013
Strong Investments November 2003 - March 2005
Strong Investments June 2000 - October 2003
BNY Clearing Services October 1997 - June 2000
Skills
Series 7, Series 24, Series 65, Series 63, Securities, Investments, Uniform Combined State..., Financial Services, Asset Managment, Investment Company Act, FINRA, Financial Risk
Education
Franciscan University of Steubenville 1994 — 1995
Political Science
University of Wisconsin-Milwaukee
Business Administration
Sterling Jenson Sterling Jenson's Wells Capital Management Experience October 2000 - Present
Job Regional Managing Director at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management October 2000 - Present
First Security Investment Management March 1995 - November 2000
First Security Investment Management March 1990 - March 1995
Skills
Chartered Financial..., Asset Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Mutual Funds, Valuation, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Investment Strategies, Hedge Funds, Investment Management, Financial Modeling, Fixed Income, Equities, Portfolio Management, Risk Management, Asset Managment
Education
Brigham Young University 1975 — 1977
MBA, Finance
Brigham Young University 1969 — 1975
Bachelor of Science, Economics
Wells Capital Management October 2000 - Present
First Security Investment Management March 1995 - November 2000
First Security Investment Management March 1990 - March 1995
Skills
Chartered Financial..., Asset Management, Asset Allocation, Wealth Management, Investments, Alternative Investments, Mutual Funds, Valuation, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Investment Strategies, Hedge Funds, Investment Management, Financial Modeling, Fixed Income, Equities, Portfolio Management, Risk Management, Asset Managment
Education
Brigham Young University 1975 — 1977
MBA, Finance
Brigham Young University 1969 — 1975
Bachelor of Science, Economics
Donald Cuppy Donald Cuppy's Wells Capital Management Experience January 1991 - April 1996
Job Owner, AUTUS Asset Management, LLC
Industry Investment Management
Experience
AUTUS Asset Management, LLC November 2006 - Present
M and I Wealth Management 1997 - 2006
Wells Capital Management January 1991 - April 1996
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Management, Equities, Fixed Income, Asset Managment, Alternative Investments, Mutual Funds
Education
Arizona State University 1986 — 1990
B.S., Finance
AUTUS Asset Management, LLC November 2006 - Present
M and I Wealth Management 1997 - 2006
Wells Capital Management January 1991 - April 1996
Skills
Wealth Management, Investments, Asset Allocation, Portfolio Management, Asset Management, Equities, Fixed Income, Asset Managment, Alternative Investments, Mutual Funds
Education
Arizona State University 1986 — 1990
B.S., Finance
Chip Edwards Chip Edwards's Wells Capital Management Experience 2009 - 2012
Job Technology Manager at LPL Financial
Industry Investment Management
Experience
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
LPL Financial April 2014 - Present
Wells Fargo 2005 - April 2014
Wells Capital Management 2009 - 2012
Evergreen Investments 2005 - 2009
Wachovia 2004 - 2009
Deutsche Asset Management 1993 - 2004
Zurich Scudder Investments 1998 - 2002
Scudder Kemper Investments 1998 - 2002
Scudder, Stevens and Clark 1993 - 1998
City National Bank 1986 - 1993
Skills
Managing Teams, Investment Management, Fixed Income, Equities, Post Trade, Data Management, Data Warehousing, SQL, Integration, Business Analysis, Asset Management, Mobile Technology, Asset Managment, SharePoint, Team Leadership, Back Office, Trading Systems, Databases, VBA, Business Intelligence, Data Integration, Securities, Data Modeling, ETL, Prezi, Process Improvement, ITIL, Market Data, Strategy, Analysis, Team Management
Education
Azusa Pacific University 1992 — 1996
Masters, Applied Computer Science
The Master's College 1982 — 1986
BA, Business
Brian Martin, CFA's Wells Capital Management Experience November 2006 - Present
Job Senior Research Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management November 2006 - Present
Wells Capital Management April 2004 - November 2006
BancBoston Capital/BancBoston Ventures January 2004 - April 2004
Wachovia Securities Financial Network May 2003 - August 2003
Skills
Portfolio Management, Investments, Equity Valuation, Equity Research, Equities, PowerPoint
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Master of Business Administration (MBA), Finance, General, High Honors Distinction
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance, General, Magna cum Laude
Wells Capital Management November 2006 - Present
Wells Capital Management April 2004 - November 2006
BancBoston Capital/BancBoston Ventures January 2004 - April 2004
Wachovia Securities Financial Network May 2003 - August 2003
Skills
Portfolio Management, Investments, Equity Valuation, Equity Research, Equities, PowerPoint
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Master of Business Administration (MBA), Finance, General, High Honors Distinction
Bentley University 2000 — 2004
Bachelor of Science (BS), Finance, General, Magna cum Laude
Heidi Taylor Heidi Taylor's Wells Capital Management Experience September 2011 - September 2013
Job Worldwide Financial Analyst at Ogilvy & Mather
Industry Financial Services
Experience
Ogilvy & Mather September 2013 - Present
Wells Capital Management September 2011 - September 2013
The College Board May 2010 - September 2010
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Political Economy, Summa Cum Laude
Ogilvy & Mather September 2013 - Present
Wells Capital Management September 2011 - September 2013
The College Board May 2010 - September 2010
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Political Economy, Summa Cum Laude
Helen T. Huynh Helen T. Huynh's Wells Capital Management Experience June 2003 - February 2004
Job Financial Advisor at David White & Associates
Industry Financial Services
Experience
David White & Associates August 2012 - Present
Intero Real Estate February 2005 - Present
Vietnamese American Business Association May 2010 - May 2013
Payment Processing, Inc. May 2007 - May 2009
Aidan West Financial Group February 2005 - May 2007
Alliance Financial Capital, Inc. February 2004 - February 2005
Wells Capital Management June 2003 - February 2004
Skills
New Business Development, Contract Negotiation, Strategic Planning, Salesforce.com, PowerPoint, Excel, Word
Education
Saint Mary's College of California 2015 — 2016
Master of Business Administration (MBA), Executive MBA
California State University-East Bay 2001 — 2003
BS, Finance and Economics
California State University-Long Beach 1997 — 2001
General Education, Computer Science
David White & Associates August 2012 - Present
Intero Real Estate February 2005 - Present
Vietnamese American Business Association May 2010 - May 2013
Payment Processing, Inc. May 2007 - May 2009
Aidan West Financial Group February 2005 - May 2007
Alliance Financial Capital, Inc. February 2004 - February 2005
Wells Capital Management June 2003 - February 2004
Skills
New Business Development, Contract Negotiation, Strategic Planning, Salesforce.com, PowerPoint, Excel, Word
Education
Saint Mary's College of California 2015 — 2016
Master of Business Administration (MBA), Executive MBA
California State University-East Bay 2001 — 2003
BS, Finance and Economics
California State University-Long Beach 1997 — 2001
General Education, Computer Science
John Vasconcellos, CFA's Wells Capital Management Experience August 2007 - December 2009
Job Enterprise Basel Capital Reporting at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
Passing Score LLC July 2009 - Present
Wells Fargo December 2009 - December 2011
Wells Capital Management August 2007 - December 2009
Silicon Valley Bank February 2002 - July 2005
Round 1 - Private Capital Marketplace June 2000 - September 2001
ResourcePhoenix.com September 1999 - May 2000
Digital Arts & Sciences February 1998 - July 1999
Skills
Capital Markets, Strategic Financial..., Financial Analysis, Banking, Risk Management, Analysis, Financial Reporting, Financial Modeling, Portfolio Management, Software Project..., Series 27, Chartered Financial..., Treasury Management, ALM, Fixed Income, FINRA, Accounting, Auditing, Financial Planning, Finance, Investments, Management
Education
San Francisco State University
MBA, Finance
Cal Poly Pomona
BS, Finance
Wells Fargo November 2014 - Present
Passing Score LLC July 2009 - Present
Wells Fargo December 2009 - December 2011
Wells Capital Management August 2007 - December 2009
Silicon Valley Bank February 2002 - July 2005
Round 1 - Private Capital Marketplace June 2000 - September 2001
ResourcePhoenix.com September 1999 - May 2000
Digital Arts & Sciences February 1998 - July 1999
Skills
Capital Markets, Strategic Financial..., Financial Analysis, Banking, Risk Management, Analysis, Financial Reporting, Financial Modeling, Portfolio Management, Software Project..., Series 27, Chartered Financial..., Treasury Management, ALM, Fixed Income, FINRA, Accounting, Auditing, Financial Planning, Finance, Investments, Management
Education
San Francisco State University
MBA, Finance
Cal Poly Pomona
BS, Finance
Astrid Rodriguez Astrid Rodriguez's Wells Capital Management Experience 2008 - 2009
Job Senior Staff Accountant at PMHCC Inc.
Industry Nonprofit Organization Management
Experience
PMHCC February 2013 - Present
Food Export USA- Northeast February 2010 - January 2013
Wells Capital Management 2008 - 2009
Wells Fargo 2007 - 2008
Wells Fargo 2002 - 2007
Wells Fargo 1999 - 2002
Wells Fargo 1997 - 1999
Skills
Bilingual-Spanish, Analytical/Research..., Computer/Technical..., Flexibility/Adaptability..., Interpersonal Abilities, Leadership/Management..., Multicultural..., Planning/Organizing, Problem-Solving/Reasonin..., Teamwork, Public Speaking, Microsoft Excel, Accounting, Financial Accounting, Accruals, Reporting & Analysis, Financial Analysis, Investment Banking, Financial Reporting, Invoicing, Auditing, Event Planning, Management, Account Reconciliation, Payroll, Analysis, Training, Data Entry, Customer Service, Strategic Planning, Accounts Receivable
Education
Peirce College
Bachelor of Science Degree, Accounting, 3.697
Peirce College
Bachelor of Science Degree in Business Administration, Concentration in Management, 3.6956
Community College of Philadelphia
Mental Health and Social Work
Pontifical Catholic University of Puerto Rico
Major of Business Administration, Communication & Media
PMHCC February 2013 - Present
Food Export USA- Northeast February 2010 - January 2013
Wells Capital Management 2008 - 2009
Wells Fargo 2007 - 2008
Wells Fargo 2002 - 2007
Wells Fargo 1999 - 2002
Wells Fargo 1997 - 1999
Skills
Bilingual-Spanish, Analytical/Research..., Computer/Technical..., Flexibility/Adaptability..., Interpersonal Abilities, Leadership/Management..., Multicultural..., Planning/Organizing, Problem-Solving/Reasonin..., Teamwork, Public Speaking, Microsoft Excel, Accounting, Financial Accounting, Accruals, Reporting & Analysis, Financial Analysis, Investment Banking, Financial Reporting, Invoicing, Auditing, Event Planning, Management, Account Reconciliation, Payroll, Analysis, Training, Data Entry, Customer Service, Strategic Planning, Accounts Receivable
Education
Peirce College
Bachelor of Science Degree, Accounting, 3.697
Peirce College
Bachelor of Science Degree in Business Administration, Concentration in Management, 3.6956
Community College of Philadelphia
Mental Health and Social Work
Pontifical Catholic University of Puerto Rico
Major of Business Administration, Communication & Media
Walter Beveridge Walter Beveridge's Wells Capital Management Experience August 2006 - May 2011
Job Portfolio Coordinator at Wells Capital Management
Industry Investment Management
Experience
Self Employed January 1977 - Present
Wells Capital Management August 2006 - May 2011
Charles Schwab Investment Management April 1992 - January 2006
Benham Capital Management (now American Century) 1983 - 1992
Skills
Portfolio Management, Mutual Funds, Money Market, Cash Management, Bloomberg, Fixed Income, Investments, Trading, Microsoft Office, Compliance
Education
St. Mary's College of California 1991 — 1992
BA, Business Management
De Anza College 1987 — 1990
Associate of Arts (AA), Business Administration and Management, General
Self Employed January 1977 - Present
Wells Capital Management August 2006 - May 2011
Charles Schwab Investment Management April 1992 - January 2006
Benham Capital Management (now American Century) 1983 - 1992
Skills
Portfolio Management, Mutual Funds, Money Market, Cash Management, Bloomberg, Fixed Income, Investments, Trading, Microsoft Office, Compliance
Education
St. Mary's College of California 1991 — 1992
BA, Business Management
De Anza College 1987 — 1990
Associate of Arts (AA), Business Administration and Management, General
Lou Feldman Lou Feldman's Wells Capital Management Experience April 2010 - Present
Job Senior Portfolio Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management April 2010 - Present
Wells Capital Management October 2007 - April 2010
Hoefer & Arnett, Inc. 2000 - 2006
Red Chip Review 1998 - 2000
First Trust Advisors/Nike Securities March 1994 - July 1997
Olde Discount 1992 - 1992
Skills
Investments, Financial Analysis, Equities, Research, Portfolio Management, Asset Managment, Hedge Funds, Equity Research, Valuation, Financial Modeling, Fixed Income, Bloomberg, Risk Management, Mergers, Capital Markets, Mutual Funds, Wealth Management, Corporate Finance, Due Diligence, Equity Valuation, Credit, Business Strategy, Asset Allocation, Investment Strategies, Finance, Banking, Alternative Investments, Asset Management
Education
The Pennsylvania State University 1989 — 1991
MBA, Finance
Cornell College 1983 — 1987
BSS, Ecnonomics, Music
Bell School, Locust Jr. High, New Trier 1970 — 1983
Wells Capital Management April 2010 - Present
Wells Capital Management October 2007 - April 2010
Hoefer & Arnett, Inc. 2000 - 2006
Red Chip Review 1998 - 2000
First Trust Advisors/Nike Securities March 1994 - July 1997
Olde Discount 1992 - 1992
Skills
Investments, Financial Analysis, Equities, Research, Portfolio Management, Asset Managment, Hedge Funds, Equity Research, Valuation, Financial Modeling, Fixed Income, Bloomberg, Risk Management, Mergers, Capital Markets, Mutual Funds, Wealth Management, Corporate Finance, Due Diligence, Equity Valuation, Credit, Business Strategy, Asset Allocation, Investment Strategies, Finance, Banking, Alternative Investments, Asset Management
Education
The Pennsylvania State University 1989 — 1991
MBA, Finance
Cornell College 1983 — 1987
BSS, Ecnonomics, Music
Bell School, Locust Jr. High, New Trier 1970 — 1983
Michael Bransford, CAIA's Wells Capital Management Experience November 2007 - June 2010
Job Vice President, Ameriprise Financial
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. July 2011 - Present
Linden Hills Capital, LLC October 2010 - July 2011
Wells Capital Management November 2007 - June 2010
Deutsche Bank April 2001 - August 2007
Merrill Lynch July 1997 - April 2001
FCT Group July 1992 - June 1995
Skills
Fixed Income, Capital Markets, Asset Management, Hedge Funds, Derivatives, Equity Derivatives, Portfolio Management, Equities, Alternative Investments, Bonds, Investment Management, Bloomberg, Asset Allocation
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Ameriprise Financial Services, Inc. July 2011 - Present
Linden Hills Capital, LLC October 2010 - July 2011
Wells Capital Management November 2007 - June 2010
Deutsche Bank April 2001 - August 2007
Merrill Lynch July 1997 - April 2001
FCT Group July 1992 - June 1995
Skills
Fixed Income, Capital Markets, Asset Management, Hedge Funds, Derivatives, Equity Derivatives, Portfolio Management, Equities, Alternative Investments, Bonds, Investment Management, Bloomberg, Asset Allocation
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Cornell University 1988 — 1992
BA, Government
Marie Chandoha's Wells Capital Management Experience 1999 - 2007
Job Investment Management Executive
Industry Financial Services
Experience
Charles Schwab 2010 - Present
BlackRock 2009 - 2010
Barclays Global Investors 2007 - 2009
Wells Capital Management 1999 - 2007
Goldman Sachs 1997 - 1999
Credit Suisse 1987 - 1997
Morgan Stanley 1985 - 1987
Federal Reserve Bank of New York 1983 - 1985
Education
Harvard University 1979 — 1983
BA, Economics
Charles Schwab 2010 - Present
BlackRock 2009 - 2010
Barclays Global Investors 2007 - 2009
Wells Capital Management 1999 - 2007
Goldman Sachs 1997 - 1999
Credit Suisse 1987 - 1997
Morgan Stanley 1985 - 1987
Federal Reserve Bank of New York 1983 - 1985
Education
Harvard University 1979 — 1983
BA, Economics
Molly Natonski Molly Natonski's Wells Capital Management Experience January 2005 - October 2007
Job Realtor at Prudential Preferred Properties
Industry Real Estate
Experience
David's Bridal November 2010 - Present
Prudential Preferred Properties February 2010 - November 2010
Wells Capital Management January 2005 - October 2007
YMCA of Metropolitan Milwaukee August 1998 - September 2002
Education
Cardinal Stritch University 1999 — 2002
Bachlors of Science, Accounting
David's Bridal November 2010 - Present
Prudential Preferred Properties February 2010 - November 2010
Wells Capital Management January 2005 - October 2007
YMCA of Metropolitan Milwaukee August 1998 - September 2002
Education
Cardinal Stritch University 1999 — 2002
Bachlors of Science, Accounting
Bruce T. Jensen Bruce T. Jensen's Wells Capital Management Experience 2000 - 2005
Job President/CEO at Town & Country Bank
Industry Banking
Experience
Town & Country Bank January 2006 - Present
Wells Capital Management 2000 - 2005
Zions Bank 1998 - 2000
Bank of America 1991 - 1997
Wells Fargo Bank 1987 - 1991
Continental Bank 1975 - 1987
Continental Illinois National Bank 1975 - 1986
Skills
Strategic Planning, Commercial Lending, Public Speaking, Loans, Financial Analysis, Fundraising, Small Business Lending, Budgets, Banking, Investments, Leadership Development, Leadership Technique, Customer Service, Portfolio Management, Team Building, Entrepreneurship, Business Strategy, Finance, Mergers & Acquisitions, Credit, Commercial Banking, Risk Management, Credit Analysis, Real Estate, Mortgage Lending, Loan Origination, Consumer Lending, Leadership, Commercial Real Estate, Small Business, Executive Management, Underwriting, Business Planning, Mortgage Banking, Commercial Mortgages, Relationship Management, Retail Banking, Credit Risk, Asset Based Lending, Real Estate Financing, Due Diligence, Construction Loans, FHA, Funding, Cash Flow, Strategic Financial..., SBA, Asset Management, Financial Advisory, Private Equity
Education
Brigham Young University 1969 — 1975
Bachelor of Arts (B.A.)
Town & Country Bank January 2006 - Present
Wells Capital Management 2000 - 2005
Zions Bank 1998 - 2000
Bank of America 1991 - 1997
Wells Fargo Bank 1987 - 1991
Continental Bank 1975 - 1987
Continental Illinois National Bank 1975 - 1986
Skills
Strategic Planning, Commercial Lending, Public Speaking, Loans, Financial Analysis, Fundraising, Small Business Lending, Budgets, Banking, Investments, Leadership Development, Leadership Technique, Customer Service, Portfolio Management, Team Building, Entrepreneurship, Business Strategy, Finance, Mergers & Acquisitions, Credit, Commercial Banking, Risk Management, Credit Analysis, Real Estate, Mortgage Lending, Loan Origination, Consumer Lending, Leadership, Commercial Real Estate, Small Business, Executive Management, Underwriting, Business Planning, Mortgage Banking, Commercial Mortgages, Relationship Management, Retail Banking, Credit Risk, Asset Based Lending, Real Estate Financing, Due Diligence, Construction Loans, FHA, Funding, Cash Flow, Strategic Financial..., SBA, Asset Management, Financial Advisory, Private Equity
Education
Brigham Young University 1969 — 1975
Bachelor of Arts (B.A.)
William Barr William Barr's Wells Capital Management Experience November 2007 - November 2009
Job Risk Management Consultant
Industry Capital Markets
Experience
Client - State Street Bank February 2014 - Present
Client - Wells Fargo Corporate Risk October 2012 - January 2014
FDIC September 2011 - October 2012
The Oakleaf Group August 2010 - September 2011
Crispin Wolcott & Company November 2009 - August 2010
Wells Capital Management November 2007 - November 2009
Columbia Management February 2005 - November 2007
South Financial Asset Management, Inc. August 2002 - July 2004
Zurich Scudder Investments April 2001 - April 2002
William A. Barr & Company 1996 - 2000
Skills
Fixed Income, Risk Management, Investments, Trading, Capital Markets, Securities, Derivatives, Options, VBA, Financial Modeling, Quantitative Analysis, Credit Risk, Credit, Valuation, Financial Markets, Performance Attribution, Hedging, Economic Capital, Counterparty Risk, Basel II, Basel III, Dodd-Frank, Consulting, Quantitative Analytics, Financial Analysis, Equities, Financial Risk
Education
University of Chicago 1999 — 2000
MS, Financial Mathematics
Claremont McKenna College
BA, Economics
London School of Economics and Political Science
MSc, Economics
University of Chicago
MBA, Finance
Client - State Street Bank February 2014 - Present
Client - Wells Fargo Corporate Risk October 2012 - January 2014
FDIC September 2011 - October 2012
The Oakleaf Group August 2010 - September 2011
Crispin Wolcott & Company November 2009 - August 2010
Wells Capital Management November 2007 - November 2009
Columbia Management February 2005 - November 2007
South Financial Asset Management, Inc. August 2002 - July 2004
Zurich Scudder Investments April 2001 - April 2002
William A. Barr & Company 1996 - 2000
Skills
Fixed Income, Risk Management, Investments, Trading, Capital Markets, Securities, Derivatives, Options, VBA, Financial Modeling, Quantitative Analysis, Credit Risk, Credit, Valuation, Financial Markets, Performance Attribution, Hedging, Economic Capital, Counterparty Risk, Basel II, Basel III, Dodd-Frank, Consulting, Quantitative Analytics, Financial Analysis, Equities, Financial Risk
Education
University of Chicago 1999 — 2000
MS, Financial Mathematics
Claremont McKenna College
BA, Economics
London School of Economics and Political Science
MSc, Economics
University of Chicago
MBA, Finance
Derek Tubbs Derek Tubbs's Wells Capital Management Experience July 2008 - January 2013
Job Associate Portfolio Manager, VP Institutional Development at CornerCap Investment Counsel
Industry Financial Services
Experience
CornerCap Investment Counsel June 2013 - Present
Wells Capital Management July 2008 - January 2013
Prudential Equity Group, LLC March 2000 - August 2007
CIBC World Markets June 1996 - March 2000
Skills
Financial Services, Key Account..., Institutional Sales, Equity Capital Markets, Client Portfolio Manager, Institutional Client..., Oral & Written..., Written & Oral..., Time Management, Highly motivated..., MBA, Client Retention, Finals Presentations, Public Speaking, Consultative Selling..., High Reliability, Follow Through, Delivering projects on..., Networking, FactSet Portfolio..., Finance
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Texas A&M University 1988 — 1992
BA, Economics w/ Minor in Finance
CornerCap Investment Counsel June 2013 - Present
Wells Capital Management July 2008 - January 2013
Prudential Equity Group, LLC March 2000 - August 2007
CIBC World Markets June 1996 - March 2000
Skills
Financial Services, Key Account..., Institutional Sales, Equity Capital Markets, Client Portfolio Manager, Institutional Client..., Oral & Written..., Written & Oral..., Time Management, Highly motivated..., MBA, Client Retention, Finals Presentations, Public Speaking, Consultative Selling..., High Reliability, Follow Through, Delivering projects on..., Networking, FactSet Portfolio..., Finance
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Texas A&M University 1988 — 1992
BA, Economics w/ Minor in Finance
Greg Gorbatenko Greg Gorbatenko's Wells Capital Management Experience April 1996 - July 1999
Job Consultant
Industry Financial Services
Experience
Numbers Consulting January 2012 - Present
Heritage Academy August 2012 - Present
First Midwest Bank August 2008 - January 2012
Jackson Securities February 2004 - July 2008
Loop Capital Markets July 1999 - January 2004
Wells Capital Management April 1996 - July 1999
Merrill Lynch May 1990 - September 1990
Skills
Investment Banking, Valuation, Investments, Mergers & Acquisitions, Financial Reporting, Investment Research, Portfolio Management, Investment Management, Institutional Sales, Team Leadership, Building Relationships, Hedge Funds, Chartered Financial..., Fund Accounting, Forensic Accounting, CPA, CMA, Operating Budgets, Cost Accounting, Capital Budgeting, Pro Forma Development, Financial Forecasting, Financial Modeling, Financial Accounting, Accounting, Financial Technology, Programming, High Frequency Trading, Algorithm Analysis, Physics, Financial Engineering, Mathematics, Mathematical Analysis, Mathematical Programming, Business Analysis, Teaching, Instruction, Applied Physics, Regression Models, Entrepreneurship..., Entrepreneurship..., Entrepreneurial Finance, Youth Entrepreneurship, Start-up Ventures, Investment Advisory, Corporate Advisory, Athletic Training, Athletic Performance, Management Consulting, Love Of Learning
Education
Harvard Business School 2001 — 2001
Other, Valuation
University of Minnesota - Carlson School of Management 1994 — 1996
MBA (Summa Cum Laude), Finance
University of Wisconsin-Madison 1988 — 1992
BBA, Accounting and Finance
Mayo High School 1985 — 1988
Gen
Numbers Consulting January 2012 - Present
Heritage Academy August 2012 - Present
First Midwest Bank August 2008 - January 2012
Jackson Securities February 2004 - July 2008
Loop Capital Markets July 1999 - January 2004
Wells Capital Management April 1996 - July 1999
Merrill Lynch May 1990 - September 1990
Skills
Investment Banking, Valuation, Investments, Mergers & Acquisitions, Financial Reporting, Investment Research, Portfolio Management, Investment Management, Institutional Sales, Team Leadership, Building Relationships, Hedge Funds, Chartered Financial..., Fund Accounting, Forensic Accounting, CPA, CMA, Operating Budgets, Cost Accounting, Capital Budgeting, Pro Forma Development, Financial Forecasting, Financial Modeling, Financial Accounting, Accounting, Financial Technology, Programming, High Frequency Trading, Algorithm Analysis, Physics, Financial Engineering, Mathematics, Mathematical Analysis, Mathematical Programming, Business Analysis, Teaching, Instruction, Applied Physics, Regression Models, Entrepreneurship..., Entrepreneurship..., Entrepreneurial Finance, Youth Entrepreneurship, Start-up Ventures, Investment Advisory, Corporate Advisory, Athletic Training, Athletic Performance, Management Consulting, Love Of Learning
Education
Harvard Business School 2001 — 2001
Other, Valuation
University of Minnesota - Carlson School of Management 1994 — 1996
MBA (Summa Cum Laude), Finance
University of Wisconsin-Madison 1988 — 1992
BBA, Accounting and Finance
Mayo High School 1985 — 1988
Gen
May Yang-Her May Yang-Her's Wells Capital Management Experience January 2011 - September 2012
Job Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services September 2012 - Present
Wells Capital Management January 2011 - September 2012
Wells Capital Management January 2005 - January 2011
Strong Capital Management, Inc. June 2002 - December 2004
Skills
Project Management, Process Improvement, Business Analysis, Strategic Planning, Lean Tools, Six Sigma, Business Process Mapping, Microsoft Office, Microsoft Project, Microsoft Visio, SharePoint, Leadership, Financial Markets, Investments, Asset Management, Financial Analysis, Community Outreach
Education
University of Wisconsin-Platteville
Master’s Degree, Project Management
Alverno College
BA, Accounting
Wells Fargo Insurance Services September 2012 - Present
Wells Capital Management January 2011 - September 2012
Wells Capital Management January 2005 - January 2011
Strong Capital Management, Inc. June 2002 - December 2004
Skills
Project Management, Process Improvement, Business Analysis, Strategic Planning, Lean Tools, Six Sigma, Business Process Mapping, Microsoft Office, Microsoft Project, Microsoft Visio, SharePoint, Leadership, Financial Markets, Investments, Asset Management, Financial Analysis, Community Outreach
Education
University of Wisconsin-Platteville
Master’s Degree, Project Management
Alverno College
BA, Accounting
Marivic J. Hammond Marivic J. Hammond's Wells Capital Management Experience 2005 - 2010
Job Retirement Plan Services at Savant Investment Group, LLC
Industry Investment Management
Experience
Savant Investment Group, LLC September 2015 - Present
Bell Investment Advisors, Inc. June 2011 - September 2015
Various 2010 - 2011
Wells Capital Management 2005 - 2010
Wells Capital Management 2001 - 2005
Wells Capital Management 1999 - 2001
GD Bjurman & Associates 1991 - 1997
Skills
Financial Services, Portfolio Management, Investment Management, Wealth Management, Strategic Financial..., Mutual Funds, Capital Markets, Financial Markets, Investment Strategies, Business Development, Marketing, Public Speaking, Bloomberg, Fixed Income, Investment Advisory, Equities, Financial Planning, Investments
Education
California State University-Los Angeles
Bus Admin, Finance
Savant Investment Group, LLC September 2015 - Present
Bell Investment Advisors, Inc. June 2011 - September 2015
Various 2010 - 2011
Wells Capital Management 2005 - 2010
Wells Capital Management 2001 - 2005
Wells Capital Management 1999 - 2001
GD Bjurman & Associates 1991 - 1997
Skills
Financial Services, Portfolio Management, Investment Management, Wealth Management, Strategic Financial..., Mutual Funds, Capital Markets, Financial Markets, Investment Strategies, Business Development, Marketing, Public Speaking, Bloomberg, Fixed Income, Investment Advisory, Equities, Financial Planning, Investments
Education
California State University-Los Angeles
Bus Admin, Finance
Nicole Jensen Nicole Jensen's Wells Capital Management Experience July 2010 - March 2012
Job Business at Square
Industry Computer Software
Experience
Square July 2014 - Present
BBR Partners March 2012 - June 2014
Wells Capital Management July 2010 - March 2012
Skills
Portfolio Management, Hedge Funds, Investments, Bloomberg, Asset Allocation, Mutual Funds, Asset Management, Asset Managment, Equities, Financial Analysis, Leadership, Business Development, Financial Modeling, Microsoft Excel, PowerPoint, Fixed Income, Communication, Community Outreach, Television News, Breaking News, Online News, Fund Accounting, Corporate Actions, Proxy, Class Actions, Economics, Labor Economics, Business Economics, Financial Economics, Event Planning, Marketing Event Planning, Team Leadership, PAM for Securities, Bloomberg Terminal, Microsoft CRM, Microsoft Office
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Economics, Minor Communication
University of California, Berkeley Extension 2011 — 2011
Coursework: Corporate Finance, Financial Accounting
Bishop O'Dowd High School 2002 — 2006
General Assembly
Coursework: Product Management, Pricing Strategy
Square July 2014 - Present
BBR Partners March 2012 - June 2014
Wells Capital Management July 2010 - March 2012
Skills
Portfolio Management, Hedge Funds, Investments, Bloomberg, Asset Allocation, Mutual Funds, Asset Management, Asset Managment, Equities, Financial Analysis, Leadership, Business Development, Financial Modeling, Microsoft Excel, PowerPoint, Fixed Income, Communication, Community Outreach, Television News, Breaking News, Online News, Fund Accounting, Corporate Actions, Proxy, Class Actions, Economics, Labor Economics, Business Economics, Financial Economics, Event Planning, Marketing Event Planning, Team Leadership, PAM for Securities, Bloomberg Terminal, Microsoft CRM, Microsoft Office
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Economics, Minor Communication
University of California, Berkeley Extension 2011 — 2011
Coursework: Corporate Finance, Financial Accounting
Bishop O'Dowd High School 2002 — 2006
General Assembly
Coursework: Product Management, Pricing Strategy
Michael J. Stead's Wells Capital Management Experience 2000 - December 2004
Job Traveler
Industry Investment Management
Experience
Blue Door Capital January 2008 - Present
BBVA Compass August 2014 - April 2015
Bank of the West (BNPP) March 2006 - July 2014
Wells Capital Management 2000 - December 2004
SIFE Trust Fund 1995 - 2000
Bank of America 1986 - 1995
Citi March 1978 - July 1986
Skills
Portfolio Management, Capital Markets, Investment Banking, Investments, Corporate Finance, Equities, Fixed Income, Securities, Mergers & Acquisitions, Public Speaking, Structured Finance, Risk Management, Valuation, Finance, Credit Analysis, Teaching, Financial Services, Mutual Funds, Credit, Mergers, Financial Structuring, Financial Advisory, Restructuring, Commercial Banking, Business Development
Education
Fachhochschule Aachen 1981 — 1981
Diplom Betriebswirt, Business Administration & Economics
Fachhochschule Aachen 1973 — 1976
Betriebswirt (grad), Business/Managerial Economics
Einhard Gymnasium, Aachen 1966 — 1971
Blue Door Capital January 2008 - Present
BBVA Compass August 2014 - April 2015
Bank of the West (BNPP) March 2006 - July 2014
Wells Capital Management 2000 - December 2004
SIFE Trust Fund 1995 - 2000
Bank of America 1986 - 1995
Citi March 1978 - July 1986
Skills
Portfolio Management, Capital Markets, Investment Banking, Investments, Corporate Finance, Equities, Fixed Income, Securities, Mergers & Acquisitions, Public Speaking, Structured Finance, Risk Management, Valuation, Finance, Credit Analysis, Teaching, Financial Services, Mutual Funds, Credit, Mergers, Financial Structuring, Financial Advisory, Restructuring, Commercial Banking, Business Development
Education
Fachhochschule Aachen 1981 — 1981
Diplom Betriebswirt, Business Administration & Economics
Fachhochschule Aachen 1973 — 1976
Betriebswirt (grad), Business/Managerial Economics
Einhard Gymnasium, Aachen 1966 — 1971
Lori C. Hawkins Lori C. Hawkins's Wells Capital Management Experience May 2000 - March 2004
Job Volunteer Regional Director at PFLAG Parents, Families and Friends of Lesbians and Gays
Industry Writing and Editing
Experience
PFLAG - Parents, Families and Friends of Lesbians and Gays September 2012 - Present
Rainbow Romances August 2006 - Present
Wells Capital Management May 2000 - March 2004
Lockheed Missiles and Space June 1982 - April 2000
Skills
Publishing, Fiction, Non-fiction, Freelance Writing, Published Author, Creative Writing, Books, Editing, Blogging, Fiction Writing, Novels, Newsletters, Social Media, Book Reviews, Event Planning, Volunteer Management, Public Speaking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Metallurgical Engineering
Columbia University Mailman School of Public Health
MPH, Environmental Science
PFLAG - Parents, Families and Friends of Lesbians and Gays September 2012 - Present
Rainbow Romances August 2006 - Present
Wells Capital Management May 2000 - March 2004
Lockheed Missiles and Space June 1982 - April 2000
Skills
Publishing, Fiction, Non-fiction, Freelance Writing, Published Author, Creative Writing, Books, Editing, Blogging, Fiction Writing, Novels, Newsletters, Social Media, Book Reviews, Event Planning, Volunteer Management, Public Speaking
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
B.S., Metallurgical Engineering
Columbia University Mailman School of Public Health
MPH, Environmental Science
daniel berks daniel berks's Wells Capital Management Experience November 2001 - June 2003
Job Capital Markets Professional
Industry Capital Markets
Experience
Humera Staffing November 2012 - January 2013
Accountemps August 2011 - October 2011
Adecco Employment Services January 2003 - April 2010
Wells Capital Management November 2001 - June 2003
Prostaff Services 1994 - 2002
Workman Securities January 1993 - January 1994
HMF Securities June 1990 - September 1991
Office of the Kansas Securities Commissioner January 1989 - April 1990
u s bank 1987 - 1990
Skills
Account Reconciliation, Accounts Payable, General Ledger, Equities, Trading, Derivatives, Investments, Fixed Assets, Options, Series 7, Microsoft Excel, Mutual Funds, Financial Statements, Financial Analysis, Accounting, Forecasting, Accounts Receivable, PeopleSoft, Financial Services, Financial Reporting, Internal Audit, Auditing
Education
Augsburg College 1985 — 1989
B.A. Business Administration, Finance
University of Minnesota
B.S, Agriculture
Humera Staffing November 2012 - January 2013
Accountemps August 2011 - October 2011
Adecco Employment Services January 2003 - April 2010
Wells Capital Management November 2001 - June 2003
Prostaff Services 1994 - 2002
Workman Securities January 1993 - January 1994
HMF Securities June 1990 - September 1991
Office of the Kansas Securities Commissioner January 1989 - April 1990
u s bank 1987 - 1990
Skills
Account Reconciliation, Accounts Payable, General Ledger, Equities, Trading, Derivatives, Investments, Fixed Assets, Options, Series 7, Microsoft Excel, Mutual Funds, Financial Statements, Financial Analysis, Accounting, Forecasting, Accounts Receivable, PeopleSoft, Financial Services, Financial Reporting, Internal Audit, Auditing
Education
Augsburg College 1985 — 1989
B.A. Business Administration, Finance
University of Minnesota
B.S, Agriculture
Michaela Callahan's Wells Capital Management Experience November 2014 - Present
Job Trading Operations Specialist at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management November 2014 - Present
State Street July 2013 - October 2014
The Financial Services Roundtable January 2013 - May 2013
Market Basket June 2007 - January 2013
Harrington Farm June 2009 - December 2010
Skills
Customer Service, Microsoft Office, Loan Servicing, Mutual Funds, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Writing, Research, Social Media, Event Planning, Teamwork, Bloomberg, Public Speaking, Data Analysis, Economics
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 2009 — 2010
Tilton School 2006 — 2009
Wells Capital Management November 2014 - Present
State Street July 2013 - October 2014
The Financial Services Roundtable January 2013 - May 2013
Market Basket June 2007 - January 2013
Harrington Farm June 2009 - December 2010
Skills
Customer Service, Microsoft Office, Loan Servicing, Mutual Funds, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Writing, Research, Social Media, Event Planning, Teamwork, Bloomberg, Public Speaking, Data Analysis, Economics
Education
University of Massachusetts, Amherst 2011 — 2013
Bachelor of Arts (B.A.), Economics
College of the Holy Cross 2009 — 2010
Tilton School 2006 — 2009
Travis A. Meldau Travis A. Meldau's Wells Capital Management Experience September 2009 - September 2011
Job Vice President and Portfolio Manager at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors February 2015 - Present
Dimensional Fund Advisors September 2011 - Present
Wells Capital Management September 2009 - September 2011
Wells Capital Management May 2008 - September 2009
Wells Capital Management October 2004 - May 2008
Wells Capital Management April 2004 - October 2004
Coastal Plains Insurance & Brokers May 2003 - August 2003
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
Master's of Business Administration
Appalachian State University 1999 — 2003
Bachelor of Science in Business Administration, Finance & Risk Management
Dimensional Fund Advisors February 2015 - Present
Dimensional Fund Advisors September 2011 - Present
Wells Capital Management September 2009 - September 2011
Wells Capital Management May 2008 - September 2009
Wells Capital Management October 2004 - May 2008
Wells Capital Management April 2004 - October 2004
Coastal Plains Insurance & Brokers May 2003 - August 2003
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
Master's of Business Administration
Appalachian State University 1999 — 2003
Bachelor of Science in Business Administration, Finance & Risk Management
Steven Rothmann Steven Rothmann's Wells Capital Management Experience August 2002 - January 2012
Job Senior portfolio manager and analyst
Industry Investment Management
Experience
Wells Capital Management August 2002 - January 2012
Panagora Asset Management 1992 - 2001
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
McGill University 1981 — 1985
BA, Economics, Computer Science
Wells Capital Management August 2002 - January 2012
Panagora Asset Management 1992 - 2001
Education
Duke University - The Fuqua School of Business 1987 — 1989
MBA, Finance
McGill University 1981 — 1985
BA, Economics, Computer Science
Alexandra Dobkin's Wells Capital Management Experience January 2014 - Present
Job Associate Investment Analyst, Short Duration Fixed Income Team at Wells Capital
Industry Investment Management
Experience
Wells Capital Management January 2014 - Present
Booz Digital December 2012 - December 2013
Booz & Company October 2012 - December 2013
Campus Solutions February 2009 - June 2012
Goldman Sachs June 2011 - August 2011
Northwestern University, Department of Economics June 2010 - June 2011
Merrill Lynch June 2010 - August 2010
Kellogg School of Management October 2008 - June 2009
Skills
Financial Modeling, Economics, Data Analysis, Microsoft Excel, Statistics, Due Diligence, Stata, Valuation, Fundraising, Financial Analysis
Education
Northwestern University 2008 — 2012
BA, Mathematical Methods in the Social Sciences, Economics, and Anthropology
Hackbright Academy
Hackbright Academy
Hackbright Academy
Wells Capital Management January 2014 - Present
Booz Digital December 2012 - December 2013
Booz & Company October 2012 - December 2013
Campus Solutions February 2009 - June 2012
Goldman Sachs June 2011 - August 2011
Northwestern University, Department of Economics June 2010 - June 2011
Merrill Lynch June 2010 - August 2010
Kellogg School of Management October 2008 - June 2009
Skills
Financial Modeling, Economics, Data Analysis, Microsoft Excel, Statistics, Due Diligence, Stata, Valuation, Fundraising, Financial Analysis
Education
Northwestern University 2008 — 2012
BA, Mathematical Methods in the Social Sciences, Economics, and Anthropology
Hackbright Academy
Hackbright Academy
Hackbright Academy
Rod Ocmond, PMP Rod Ocmond, PMP's Wells Capital Management Experience October 1996 - August 1999
Job IT Project Manager Group Leader at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente March 2011 - Present
Kaiser Permanente September 2006 - March 2011
Rosenblum Silverman & Sutton August 1999 - August 2005
Wells Capital Management October 1996 - August 1999
First Trust of California (formerly Bank of America), Global Escrow August 1993 - December 1995
First American Title Insurance Company November 1989 - July 1993
Skills
PMP, Requirements Analysis, Visio, EMR, Healthcare IT, Process Improvement, Healthcare, MS Project, Change Management, Process Engineering, Business Process..., Excel, Microsoft Office, PowerPoint, Program Management, Word, Business Analysis, Ambulatory, Workflow Analysis, Troubleshooting, Project Planning, Integration, Software Implementation, Software Project..., Scheduling, Operations Management, Healthcare Information..., Epic Systems, EHR, Leadership, Documentations, Management, CPOE, HIPAA, Project Management, Informatics, HL7, Healthcare Consulting, Revenue Cycle, Documentation
Education
Golden Gate University
B.S, Finance
Kaiser Permanente March 2011 - Present
Kaiser Permanente September 2006 - March 2011
Rosenblum Silverman & Sutton August 1999 - August 2005
Wells Capital Management October 1996 - August 1999
First Trust of California (formerly Bank of America), Global Escrow August 1993 - December 1995
First American Title Insurance Company November 1989 - July 1993
Skills
PMP, Requirements Analysis, Visio, EMR, Healthcare IT, Process Improvement, Healthcare, MS Project, Change Management, Process Engineering, Business Process..., Excel, Microsoft Office, PowerPoint, Program Management, Word, Business Analysis, Ambulatory, Workflow Analysis, Troubleshooting, Project Planning, Integration, Software Implementation, Software Project..., Scheduling, Operations Management, Healthcare Information..., Epic Systems, EHR, Leadership, Documentations, Management, CPOE, HIPAA, Project Management, Informatics, HL7, Healthcare Consulting, Revenue Cycle, Documentation
Education
Golden Gate University
B.S, Finance
Sue Hernandez Sue Hernandez's Wells Capital Management Experience April 2004 - July 2004
Job Software Engineer/Systems Analyst III at Applied Knowledge Group
Industry Computer Software
Experience
Applied Knowledge Group October 2007 - Present
Robert Half International August 2006 - September 2007
Jelly Belly Candy Company August 2004 - July 2006
Wells Capital Management April 2004 - July 2004
Vertigo Software February 2000 - August 2003
Skills
C#, XML, SQL Server, Databases, T-SQL, SharePoint, SharePoint 2010, .NET, Microsoft Office..., Microsoft SQL Server, SharePoint Designer, Enterprise Software, ASP.NET, SDLC, Visual Studio, jQuery, Software Development, Web Services
Education
Bentley University
Computer Science
University of Massachusetts Lowell
Applied Mathematics
Applied Knowledge Group October 2007 - Present
Robert Half International August 2006 - September 2007
Jelly Belly Candy Company August 2004 - July 2006
Wells Capital Management April 2004 - July 2004
Vertigo Software February 2000 - August 2003
Skills
C#, XML, SQL Server, Databases, T-SQL, SharePoint, SharePoint 2010, .NET, Microsoft Office..., Microsoft SQL Server, SharePoint Designer, Enterprise Software, ASP.NET, SDLC, Visual Studio, jQuery, Software Development, Web Services
Education
Bentley University
Computer Science
University of Massachusetts Lowell
Applied Mathematics
Matthew Greeley Matthew Greeley's Wells Capital Management Experience November 2012 - July 2013
Job Compliance Consultant
Industry Financial Services
Experience
MFS Investment Management September 2014 - January 2015
Fidelity Investments July 2013 - June 2014
Make A Wish Foundation 2006 - 2014
Wells Capital Management November 2012 - July 2013
Loomis, Sayles & Company April 2012 - August 2012
STATE STREET CORPORATION November 2011 - June 2012
RBS CITIZENS May 2010 - January 2011
FIDELITY INVESTMENTS April 2007 - November 2008
REAL ESTATE DATABASES April 2006 - April 2007
PUTNAM INVESTMENTS October 2004 - October 2005
Skills
Compliance, 401k, Risk, Mutual Funds, Securities, Asset Management, Banking, Risk Analysis, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Financial Services, Anti Money Laundering
Education
New England College of Business and Finance 2011 — 2012
Masters of Science, Business
Embry-Riddle Aeronautical University 1995 — 1999
Bachelors of Science, Aeronautical Science
MFS Investment Management September 2014 - January 2015
Fidelity Investments July 2013 - June 2014
Make A Wish Foundation 2006 - 2014
Wells Capital Management November 2012 - July 2013
Loomis, Sayles & Company April 2012 - August 2012
STATE STREET CORPORATION November 2011 - June 2012
RBS CITIZENS May 2010 - January 2011
FIDELITY INVESTMENTS April 2007 - November 2008
REAL ESTATE DATABASES April 2006 - April 2007
PUTNAM INVESTMENTS October 2004 - October 2005
Skills
Compliance, 401k, Risk, Mutual Funds, Securities, Asset Management, Banking, Risk Analysis, Operational Risk..., Due Diligence, Asset Managment, Financial Risk, Financial Services, Anti Money Laundering
Education
New England College of Business and Finance 2011 — 2012
Masters of Science, Business
Embry-Riddle Aeronautical University 1995 — 1999
Bachelors of Science, Aeronautical Science
Wendy Higgins Wendy Higgins's Wells Capital Management Experience March 2003 - March 2004
Job at
Industry Health, Wellness and Fitness
Experience
ArjoHuntleigh May 2014 - Present
Bar Method East Bay May 2010 - Present
Be Messy, LLC August 2005 - December 2007
Wells Capital Management March 2003 - March 2004
Montgomery Asset Management 1999 - 2003
Education
California State University-Chico
ArjoHuntleigh May 2014 - Present
Bar Method East Bay May 2010 - Present
Be Messy, LLC August 2005 - December 2007
Wells Capital Management March 2003 - March 2004
Montgomery Asset Management 1999 - 2003
Education
California State University-Chico
Allan Foster's Wells Capital Management Experience April 2001 - November 2002
Job Senior Consultant Financial Reporting/Financial Services Industry at Marchon Partners
Industry Financial Services
Experience
Marchon Partners January 2015 - Present
Growing Wealth Management, LLC August 2008 - Present
Labur Professional Stafffing - longest long term assignment client: State Street Bank/IFS December 2012 - June 2014
Lumen Advisors LLC February 2003 - July 2008
Wells Capital Management April 2001 - November 2002
Wells Capital Management April 1999 - April 2001
Operations Solutions Inc. August 1998 - April 1999
CapMAC Investment Management Inc. March 1997 - July 1998
LGT Group (formerly G.T. Global Inc. sold to AIM Funds) March 1994 - March 1997
LGT Group (formerly G.T. Global Inc. subsidary sold to AIM Funds) November 1990 - March 1994
Skills
Hedge Funds, Investments, Portfolio Management, Derivatives, Finance, Mutual Funds, Trading, Accounting, Customer Service, Bloomberg, Due Diligence, Emerging Markets, Fund Accounting, Financial Markets, Valuation, Financial Services, Electronic Trading, 401k, Performance Measurement, RFP, CRM, Datastream, Reuters, Advent, Tax Preparation, compliance, Trust Accounting, Microsoft Office, Customer Relations, Regulatory Reporting, Hedge Fund Accounting, Fund GAAP Prepared..., Client Relationships, Negotiated ISDA..., Annual Compliance and..., Legal Fund, Firm and..., Investment Accounting..., 2 Decades of exposure..., Carve outs, High Yield Bonds, Distressed Debt, Emerging Market..., Domestic Equities and..., International Equities..., Asset Back Securities, Pricing Services, AML investor compliance, Transfer Agency...
Education
Bentley University 1989 — 2016
Master's Degree, finance
Bentley University 1981 — 1985
Bachelors, Accounting, Associates in Management
Gray New Gloucester HS 1977 — 1981
High school diploma
Marchon Partners January 2015 - Present
Growing Wealth Management, LLC August 2008 - Present
Labur Professional Stafffing - longest long term assignment client: State Street Bank/IFS December 2012 - June 2014
Lumen Advisors LLC February 2003 - July 2008
Wells Capital Management April 2001 - November 2002
Wells Capital Management April 1999 - April 2001
Operations Solutions Inc. August 1998 - April 1999
CapMAC Investment Management Inc. March 1997 - July 1998
LGT Group (formerly G.T. Global Inc. sold to AIM Funds) March 1994 - March 1997
LGT Group (formerly G.T. Global Inc. subsidary sold to AIM Funds) November 1990 - March 1994
Skills
Hedge Funds, Investments, Portfolio Management, Derivatives, Finance, Mutual Funds, Trading, Accounting, Customer Service, Bloomberg, Due Diligence, Emerging Markets, Fund Accounting, Financial Markets, Valuation, Financial Services, Electronic Trading, 401k, Performance Measurement, RFP, CRM, Datastream, Reuters, Advent, Tax Preparation, compliance, Trust Accounting, Microsoft Office, Customer Relations, Regulatory Reporting, Hedge Fund Accounting, Fund GAAP Prepared..., Client Relationships, Negotiated ISDA..., Annual Compliance and..., Legal Fund, Firm and..., Investment Accounting..., 2 Decades of exposure..., Carve outs, High Yield Bonds, Distressed Debt, Emerging Market..., Domestic Equities and..., International Equities..., Asset Back Securities, Pricing Services, AML investor compliance, Transfer Agency...
Education
Bentley University 1989 — 2016
Master's Degree, finance
Bentley University 1981 — 1985
Bachelors, Accounting, Associates in Management
Gray New Gloucester HS 1977 — 1981
High school diploma
Stephanie Wander, MBA Stephanie Wander, MBA's Wells Capital Management Experience June 2007 - September 2007
Job Accounting Services Analyst at PRO Unlimited
Industry Financial Services
Experience
PRO UNLIMITED GLOBAL LTD May 2014 - Present
TJ/H2b Analytical Services, Inc. August 2013 - April 2014
Waste Connections, Inc. July 2011 - October 2011
Campbell's Soup Company February 2010 - September 2010
Macy's November 2009 - January 2010
Cost U Less Insurance August 2009 - November 2009
Wells Capital Management June 2007 - September 2007
Skills
Microsoft Excel, Analysis, Customer Service, Access
Education
California State University-Sacramento 2012 — 2013
Master of Business Administration (MBA), Finance, General
University of California, Davis 2003 — 2008
B.S., Mathematics, Statistics
PRO UNLIMITED GLOBAL LTD May 2014 - Present
TJ/H2b Analytical Services, Inc. August 2013 - April 2014
Waste Connections, Inc. July 2011 - October 2011
Campbell's Soup Company February 2010 - September 2010
Macy's November 2009 - January 2010
Cost U Less Insurance August 2009 - November 2009
Wells Capital Management June 2007 - September 2007
Skills
Microsoft Excel, Analysis, Customer Service, Access
Education
California State University-Sacramento 2012 — 2013
Master of Business Administration (MBA), Finance, General
University of California, Davis 2003 — 2008
B.S., Mathematics, Statistics
George Matthews, CFA's Wells Capital Management Experience March 2004 - August 2009
Job Head of Consultant Relations & Business Development at Analytic Investors
Industry Investment Management
Experience
Analytic Investors October 2012 - Present
Kayne Anderson Capital Advisors August 2012 - October 2012
Analytic Investors, LLC. August 2009 - August 2012
Wells Capital Management March 2004 - August 2009
Banc of America Capital Management 2000 - 2004
Wilshire Associates 1995 - 2000
Skills
Investment Strategies, Asset Management, Portfolio Management, Investments, Asset Allocation, Asset Managment, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg, Financial Services, Investment Advisory, Investment Management, Fixed Income, Equity Research, Derivatives, Capital Markets, Series 7, Trading, ETFs, Options, Fund Of Funds, Portfolio Optimization, Valuation, Emerging Markets, Institutional..., Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 1998
MBA, Finance
California State University-Chico 1993 — 1996
BS, Finance
Analytic Investors October 2012 - Present
Kayne Anderson Capital Advisors August 2012 - October 2012
Analytic Investors, LLC. August 2009 - August 2012
Wells Capital Management March 2004 - August 2009
Banc of America Capital Management 2000 - 2004
Wilshire Associates 1995 - 2000
Skills
Investment Strategies, Asset Management, Portfolio Management, Investments, Asset Allocation, Asset Managment, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Financial Modeling, Financial Analysis, Bloomberg, Financial Services, Investment Advisory, Investment Management, Fixed Income, Equity Research, Derivatives, Capital Markets, Series 7, Trading, ETFs, Options, Fund Of Funds, Portfolio Optimization, Valuation, Emerging Markets, Institutional..., Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 1998
MBA, Finance
California State University-Chico 1993 — 1996
BS, Finance
Ryanne Chitjian Ryanne Chitjian's Wells Capital Management Experience August 2015 - Present
Job Risk Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2015 - Present
Carleton College September 2014 - June 2015
Carleton College September 2011 - June 2015
Short and Brennan Architects December 2014 - December 2014
Trims Unlimited, Inc. November 2011 - December 2014
A2G (A Squared Group) June 2014 - August 2014
Marlborough Summer School June 2010 - July 2013
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, English, Photoshop, Windows, Outlook, Vectorworks, Autodesk Inventor, Python, Java, Perl
Education
Carleton College 2011 — 2015
Bachelor of Arts (B.A.), Physics
Carleton College 2013 — 2013
Study Abroad Program, Spanish
Wells Capital Management August 2015 - Present
Carleton College September 2014 - June 2015
Carleton College September 2011 - June 2015
Short and Brennan Architects December 2014 - December 2014
Trims Unlimited, Inc. November 2011 - December 2014
A2G (A Squared Group) June 2014 - August 2014
Marlborough Summer School June 2010 - July 2013
Skills
PowerPoint, Research, Microsoft Office, Microsoft Excel, Microsoft Word, English, Photoshop, Windows, Outlook, Vectorworks, Autodesk Inventor, Python, Java, Perl
Education
Carleton College 2011 — 2015
Bachelor of Arts (B.A.), Physics
Carleton College 2013 — 2013
Study Abroad Program, Spanish
Alex Wasserman Alex Wasserman's Wells Capital Management Experience 2007 - 2009
Job CEO at TapFwd
Industry Internet
Experience
TapFwd January 2014 - Present
Rapleaf (division of LiveRamp) 2010 - 2013
OCA Ventures 2010 - 2010
Measy 2009 - 2010
Wells Capital Management 2007 - 2009
Wells Fargo Bank, US Corporate Banking 2005 - 2007
Skills
mad skills, Entrepreneurship, Business Strategy, Market Analysis, Creative Direction, New Business Development, Product Marketing, Facebook, E-commerce, Market Research, Integrated Marketing, Lead Generation, Email Marketing, Digital Strategy, Online Marketing, Social Media Marketing, Mobile Advertising
Education
Northwestern University - Kellogg School of Management 2009 — 2010
MBA, Marketing
Emory University 2001 — 2005
BBA, Finance
TapFwd January 2014 - Present
Rapleaf (division of LiveRamp) 2010 - 2013
OCA Ventures 2010 - 2010
Measy 2009 - 2010
Wells Capital Management 2007 - 2009
Wells Fargo Bank, US Corporate Banking 2005 - 2007
Skills
mad skills, Entrepreneurship, Business Strategy, Market Analysis, Creative Direction, New Business Development, Product Marketing, Facebook, E-commerce, Market Research, Integrated Marketing, Lead Generation, Email Marketing, Digital Strategy, Online Marketing, Social Media Marketing, Mobile Advertising
Education
Northwestern University - Kellogg School of Management 2009 — 2010
MBA, Marketing
Emory University 2001 — 2005
BBA, Finance
Bradley Barnett Bradley Barnett's Wells Capital Management Experience December 2012 - Present
Job Portfolio Specialist at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management December 2012 - Present
William Blair and Company May 2000 - December 2012
Ameritech July 1997 - March 2000
Skills
Series 63, Series 7, Equities, Securities, Financial Analysis, Finance, Bloomberg, Equity Research, Financial Modeling, Investments, Mutual Funds, Portfolio Management
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Economics
Indiana University - Kelley School of Business 1988 — 1992
BS, Finance, Economics, Psychology
Wells Capital Management December 2012 - Present
William Blair and Company May 2000 - December 2012
Ameritech July 1997 - March 2000
Skills
Series 63, Series 7, Equities, Securities, Financial Analysis, Finance, Bloomberg, Equity Research, Financial Modeling, Investments, Mutual Funds, Portfolio Management
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance, Economics
Indiana University - Kelley School of Business 1988 — 1992
BS, Finance, Economics, Psychology
Doris Ung's Wells Capital Management Experience 2007 - 2010
Job VP Product Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wells Capital Management 2007 - 2010
Finaplex, Inc. January 2006 - 2007
Charles Schwab & Co., Inc. January 2000 - January 2006
Stephens, McCarthy April 1997 - July 2000
Random House/Vintage Books January 1991 - September 1996
Skills
Portfolio Management, Enterprise Architecture, Mutual Funds, Financial Services, Agile Methodologies, Business Analysis, Product Development, Product Management, Investment Management, SDLC, Series 7, Risk Management, Analytics, Securities, Management, Strategy, Program Management, Leadership
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Columbia University - School of International and Public Affairs
MA
Teachers College of Columbia University
MA
University of California, Berkeley
Wells Fargo January 2010 - Present
Wells Capital Management 2007 - 2010
Finaplex, Inc. January 2006 - 2007
Charles Schwab & Co., Inc. January 2000 - January 2006
Stephens, McCarthy April 1997 - July 2000
Random House/Vintage Books January 1991 - September 1996
Skills
Portfolio Management, Enterprise Architecture, Mutual Funds, Financial Services, Agile Methodologies, Business Analysis, Product Development, Product Management, Investment Management, SDLC, Series 7, Risk Management, Analytics, Securities, Management, Strategy, Program Management, Leadership
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
Columbia University - School of International and Public Affairs
MA
Teachers College of Columbia University
MA
University of California, Berkeley
Ryan Batchelor, CFA's Wells Capital Management Experience March 2007 - April 2010
Job Owner/Principal at Clifford Capital Partners, LLC
Industry Financial Services
Experience
Clifford Capital Partners, LLC April 2010 - Present
Wells Capital Management March 2007 - April 2010
Morningstar May 2004 - March 2007
KPMG August 1999 - August 2002
Skills
Equity Research, Financial Modeling, Investments, Portfolio Management, Valuation, Equities, Asset Management, Alternative Investments, Investment Management
Education
Brigham Young University 2002 — 2004
MBA
Brigham Young University - Hawaii 1996 — 1999
BS, Accounting
Clifford Capital Partners, LLC April 2010 - Present
Wells Capital Management March 2007 - April 2010
Morningstar May 2004 - March 2007
KPMG August 1999 - August 2002
Skills
Equity Research, Financial Modeling, Investments, Portfolio Management, Valuation, Equities, Asset Management, Alternative Investments, Investment Management
Education
Brigham Young University 2002 — 2004
MBA
Brigham Young University - Hawaii 1996 — 1999
BS, Accounting
Amanda McDermott's Wells Capital Management Experience 1992 - 1995
Job
Industry Mental Health Care
Experience
Caron Treatment Centers October 2010 - September 2011
MarketAxess March 2006 - August 2007
Hyperion Capital Management 2003 - 2004
Invesco, Inc October 1996 - April 2000
Alliance Capital Management, LLC August 1995 - October 1996
Wells Capital Management 1992 - 1995
Skills
Volunteer Management, Non-profits, Public Relations, Microsoft Excel, Research, Grant Writing, Program Development, Leadership Development, Mental Health Counseling, Mental Health, Group Therapy, Coaching, Fundraising, Event Planning, Crisis Intervention, Event Management, Psychology, Adolescents, Public Speaking, Family Therapy, Social Networking, Training, Leadership, Marketing, Customer Service, Microsoft Word, Community Outreach, Psychotherapy
Education
Columbia University 1984 — 1988
English, Economics
Duke University 1983 — 1984
English, Pre-Med Studies
Caron Treatment Centers October 2010 - September 2011
MarketAxess March 2006 - August 2007
Hyperion Capital Management 2003 - 2004
Invesco, Inc October 1996 - April 2000
Alliance Capital Management, LLC August 1995 - October 1996
Wells Capital Management 1992 - 1995
Skills
Volunteer Management, Non-profits, Public Relations, Microsoft Excel, Research, Grant Writing, Program Development, Leadership Development, Mental Health Counseling, Mental Health, Group Therapy, Coaching, Fundraising, Event Planning, Crisis Intervention, Event Management, Psychology, Adolescents, Public Speaking, Family Therapy, Social Networking, Training, Leadership, Marketing, Customer Service, Microsoft Word, Community Outreach, Psychotherapy
Education
Columbia University 1984 — 1988
English, Economics
Duke University 1983 — 1984
English, Pre-Med Studies
Kris Knitter's Wells Capital Management Experience November 2005 - Present
Job Client Service Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management November 2005 - Present
M&I Investment Management Corp. April 2001 - November 2005
Skills
Mutual Funds, FactSet, Advent/APX, Morningstar, Bloomberg, Zephr
Education
Capella University 2008 — 2011
Master's degree, Industrial/Organizational Psychology
Lakeland College 2006 — 2008
Master's degree, Major - Buisiness Administration with Finance Focus
Lakeland College 2001 — 2006
Bachelor's degree, Major - Accounting, Minor - Economics
Wells Capital Management November 2005 - Present
M&I Investment Management Corp. April 2001 - November 2005
Skills
Mutual Funds, FactSet, Advent/APX, Morningstar, Bloomberg, Zephr
Education
Capella University 2008 — 2011
Master's degree, Industrial/Organizational Psychology
Lakeland College 2006 — 2008
Master's degree, Major - Buisiness Administration with Finance Focus
Lakeland College 2001 — 2006
Bachelor's degree, Major - Accounting, Minor - Economics
Angela Zapata-Kim's Wells Capital Management Experience May 2015 - Present
Job Business System Consultant at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management May 2015 - Present
MD Solutions LLC November 2013 - May 2015
FASCET LLC August 2011 - November 2013
Client Server Specialists, Inc March 2009 - March 2011
Client Server Specialists, Inc September 2007 - March 2009
Client Server Specialists, Inc January 2007 - September 2007
Dr. Drupad Bhatt August 2005 - December 2006
Skills
Equities, Back Office, Account Reconciliation, Corporate Actions, Business Analysis, Consulting, Software Implementation, Upgrades, Integration, Fund Accounting, Training, SSRS, Microsoft SQL Server, .NET, SQL, Enterprise Software, Management, Salesforce.com, Requirements Analysis, Project Management, Microsoft Office
Education
East Stroudsburg University of Pennsylvania 2002 — 2006
Computer Science, Minor in Mathematics
Wells Capital Management May 2015 - Present
MD Solutions LLC November 2013 - May 2015
FASCET LLC August 2011 - November 2013
Client Server Specialists, Inc March 2009 - March 2011
Client Server Specialists, Inc September 2007 - March 2009
Client Server Specialists, Inc January 2007 - September 2007
Dr. Drupad Bhatt August 2005 - December 2006
Skills
Equities, Back Office, Account Reconciliation, Corporate Actions, Business Analysis, Consulting, Software Implementation, Upgrades, Integration, Fund Accounting, Training, SSRS, Microsoft SQL Server, .NET, SQL, Enterprise Software, Management, Salesforce.com, Requirements Analysis, Project Management, Microsoft Office
Education
East Stroudsburg University of Pennsylvania 2002 — 2006
Computer Science, Minor in Mathematics
Eric Donohue's Wells Capital Management Experience August 2010 - December 2010
Job Sr. Admin Assistant at Genzyme
Industry Pharmaceuticals
Experience
Genzyme March 2015 - Present
Takeda Pharmaceuticals August 2013 - March 2015
Harvard University November 2011 - August 2013
Wells Capital Management August 2010 - December 2010
Lesley University April 2010 - May 2010
Smithsonian Institution January 2007 - March 2008
Boston University May 2005 - September 2006
Boston University April 2003 - May 2005
Fenway Community Health February 2001 - January 2003
The May Institute May 1998 - February 2001
Skills
Event Management, Community Outreach, Stewardship, Fundraising, Editing, Proposal Writing, Research
Education
Brandeis University 1993 — 1998
B.A, English Literature
Genzyme March 2015 - Present
Takeda Pharmaceuticals August 2013 - March 2015
Harvard University November 2011 - August 2013
Wells Capital Management August 2010 - December 2010
Lesley University April 2010 - May 2010
Smithsonian Institution January 2007 - March 2008
Boston University May 2005 - September 2006
Boston University April 2003 - May 2005
Fenway Community Health February 2001 - January 2003
The May Institute May 1998 - February 2001
Skills
Event Management, Community Outreach, Stewardship, Fundraising, Editing, Proposal Writing, Research
Education
Brandeis University 1993 — 1998
B.A, English Literature
Ryan Duckworth, CFA's Wells Capital Management Experience May 2006 - Present
Job Securities Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management May 2006 - Present
Skills
Investment Management, Investments, Bloomberg, Securities, Financial Modeling, Portfolio Management, Equities, Asset Allocation, Asset Managment, Hedge Funds, Mutual Funds, Fixed Income
Education
DePauw University 2002 — 2006
Bachelor of Arts, Economics, History
Wells Capital Management May 2006 - Present
Skills
Investment Management, Investments, Bloomberg, Securities, Financial Modeling, Portfolio Management, Equities, Asset Allocation, Asset Managment, Hedge Funds, Mutual Funds, Fixed Income
Education
DePauw University 2002 — 2006
Bachelor of Arts, Economics, History
Paul Engle's Wells Capital Management Experience January 2005 - Present
Job Principal at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management January 2005 - Present
Strong Capital Management, Inc. October 2002 - December 2004
Strong Investments, Inc. January 1999 - October 2002
Strong Investments, Inc. June 1996 - December 1998
Hewitt Associates March 1993 - June 1996
Hewitt Associates September 1988 - March 1993
Shopko Stores, Inc. September 1985 - September 1988
Education
DePaul University 1991 — 1993
MA, Economics
Evangel University 1981 — 1985
BBA, Business
Wells Capital Management January 2005 - Present
Strong Capital Management, Inc. October 2002 - December 2004
Strong Investments, Inc. January 1999 - October 2002
Strong Investments, Inc. June 1996 - December 1998
Hewitt Associates March 1993 - June 1996
Hewitt Associates September 1988 - March 1993
Shopko Stores, Inc. September 1985 - September 1988
Education
DePaul University 1991 — 1993
MA, Economics
Evangel University 1981 — 1985
BBA, Business
Christopher Golembiewski's Wells Capital Management Experience 2008 - 2013
Job Capital Markets
Industry Banking
Experience
Wells Capital Management 2008 - 2013
Citigroup/Tribeca Global Mangement 2004 - 2007
Commerzbank 2000 - 2003
Susquehanna Partners January 1999 - September 2001
Peregrine Securities March 1996 - September 1998
First Fidelity Bank 1990 - 1993
Skills
Bonds, Hedge Funds, Portfolio Management, Arbitrage, Credit, Fixed Income, Alternative Investments, Equities, Trading, Bloomberg, Capital Markets, Investments, Investment Banking, Asset Management
Education
IESE Business School - University of Navarra 1992 — 1995
Doctor of Philosophy (Ph.D.), Finance, General
Manhattan College 1990 — 1992
MBA, Finance
Moravian College 1987 — 1990
Bachelors Degree, Economics
Wells Capital Management 2008 - 2013
Citigroup/Tribeca Global Mangement 2004 - 2007
Commerzbank 2000 - 2003
Susquehanna Partners January 1999 - September 2001
Peregrine Securities March 1996 - September 1998
First Fidelity Bank 1990 - 1993
Skills
Bonds, Hedge Funds, Portfolio Management, Arbitrage, Credit, Fixed Income, Alternative Investments, Equities, Trading, Bloomberg, Capital Markets, Investments, Investment Banking, Asset Management
Education
IESE Business School - University of Navarra 1992 — 1995
Doctor of Philosophy (Ph.D.), Finance, General
Manhattan College 1990 — 1992
MBA, Finance
Moravian College 1987 — 1990
Bachelors Degree, Economics
Monica Wolfe's Wells Capital Management Experience September 2014 - Present
Job Business Systems Consultant for Fixed Income Investments at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management September 2014 - Present
U.S. Bancorp Fund Services May 2012 - September 2014
Northwestern Mutual May 2007 - March 2012
Northwestern Mutual 2002 - 2007
Strong Capital Management 2000 - 2002
Strong Capital Management 1997 - 2000
Strong Capital Management July 1996 - 1997
Shorewest Realtors November 1992 - July 1996
Skills
Investments, Microsoft Excel, Bloomberg, Windows 7, PeopleSoft, Omgeo Oasys, Microsoft Word, Microsoft Office, PowerPoint, Adobe, CMS, Factset, Lipper, Business Objects, Global One, PAM, PAS/DST, Confluence, XSP Corp Actions System, SWIFT messaging, Microsoft Access, Lotus Notes, Merrill NSAR, QuasarAccess
Education
University of Wisconsin-Platteville 1987 — 1990
Bachelor of Business Administration (BBA), Finance & Marketing
DePaul University 1986 — 1987
Accounting
Wells Capital Management September 2014 - Present
U.S. Bancorp Fund Services May 2012 - September 2014
Northwestern Mutual May 2007 - March 2012
Northwestern Mutual 2002 - 2007
Strong Capital Management 2000 - 2002
Strong Capital Management 1997 - 2000
Strong Capital Management July 1996 - 1997
Shorewest Realtors November 1992 - July 1996
Skills
Investments, Microsoft Excel, Bloomberg, Windows 7, PeopleSoft, Omgeo Oasys, Microsoft Word, Microsoft Office, PowerPoint, Adobe, CMS, Factset, Lipper, Business Objects, Global One, PAM, PAS/DST, Confluence, XSP Corp Actions System, SWIFT messaging, Microsoft Access, Lotus Notes, Merrill NSAR, QuasarAccess
Education
University of Wisconsin-Platteville 1987 — 1990
Bachelor of Business Administration (BBA), Finance & Marketing
DePaul University 1986 — 1987
Accounting
Synath (Nat) DeLorie's Wells Capital Management Experience September 2011 - Present
Job Business Systems Consultant at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management September 2011 - Present
Geode Capital Management September 2010 - August 2011
Pioneer Investments 2004 - 2010
Skills
Fixed Income, Derivatives, Trading Systems, Bloomberg, Equities, Market Data, Hedge Funds, Asset Management, Equity Trading, Electronic Trading, Mutual Funds, Options, Securities, Trading, Back Office
Education
Bridgewater State University
Bachelor Degree, Computer Science
Wells Capital Management September 2011 - Present
Geode Capital Management September 2010 - August 2011
Pioneer Investments 2004 - 2010
Skills
Fixed Income, Derivatives, Trading Systems, Bloomberg, Equities, Market Data, Hedge Funds, Asset Management, Equity Trading, Electronic Trading, Mutual Funds, Options, Securities, Trading, Back Office
Education
Bridgewater State University
Bachelor Degree, Computer Science
Felix Fong's Wells Capital Management Experience 2011 - 2011
Job Data Management Lead at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente 2015 - Present
Kaiser Permanente 2012 - 2015
Wells Capital Management 2011 - 2011
Apple Inc. 2010 - 2011
Taproot Foundation 2010 - 2010
Jewish Vocational Service 2008 - 2010
IBM 2007 - 2008
IBM 2005 - 2007
Fireman’s Fund Insurance 2000 - 2005
Electronic Data Systems 1999 - 2000
Skills
Relational Databases, Process Improvement, Data Analysis, Software Engineering, Data Migration, Project Management, Quality Assurance, Integration, Root Cause Analysis, SDLC, Visio, Open Source, SQL, Oracle, Databases, Requirements Gathering, Requirements Analysis, DB2, Unix, SharePoint, Systems Analysis, Unix Shell Scripting, Business Analysis, Microsoft SQL Server, Data Modeling, Software Development, XML, JavaScript, Java, Perl, Database Design, PL/SQL, Testing, Linux, Agile Methodologies, Programming, Web Applications, Visual Basic, Windows Server, Software Documentation, Analysis
Education
California State University-Chico
B.S., Computer Science
City College of San Francisco
Certificate in LAMP Fundamentals
Kaiser Permanente 2015 - Present
Kaiser Permanente 2012 - 2015
Wells Capital Management 2011 - 2011
Apple Inc. 2010 - 2011
Taproot Foundation 2010 - 2010
Jewish Vocational Service 2008 - 2010
IBM 2007 - 2008
IBM 2005 - 2007
Fireman’s Fund Insurance 2000 - 2005
Electronic Data Systems 1999 - 2000
Skills
Relational Databases, Process Improvement, Data Analysis, Software Engineering, Data Migration, Project Management, Quality Assurance, Integration, Root Cause Analysis, SDLC, Visio, Open Source, SQL, Oracle, Databases, Requirements Gathering, Requirements Analysis, DB2, Unix, SharePoint, Systems Analysis, Unix Shell Scripting, Business Analysis, Microsoft SQL Server, Data Modeling, Software Development, XML, JavaScript, Java, Perl, Database Design, PL/SQL, Testing, Linux, Agile Methodologies, Programming, Web Applications, Visual Basic, Windows Server, Software Documentation, Analysis
Education
California State University-Chico
B.S., Computer Science
City College of San Francisco
Certificate in LAMP Fundamentals
Bill Rong's Wells Capital Management Experience September 2011 - Present
Job Fixed income developer at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management September 2011 - Present
Acadian Asset Management May 2008 - Present
OmniClaim January 2005 - April 2008
Education
Boston College 2002 — 2004
MBA/MSF
Wells Capital Management September 2011 - Present
Acadian Asset Management May 2008 - Present
OmniClaim January 2005 - April 2008
Education
Boston College 2002 — 2004
MBA/MSF
John Pereira, CFP's Wells Capital Management Experience February 1995 - August 2007
Job Investment Advisor
Industry Financial Services
Experience
Fremont Bank Wealth Management January 2014 - Present
Merrill Edge August 2011 - December 2013
Citi Personal Wealth Management February 2010 - March 2011
New England Financial January 2008 - February 2010
Wells Capital Management February 1995 - August 2007
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Asset Allocation, Asset Managment, Securities, Investment Management, Investment Strategies, Bonds, Alternative Investments, Series 7, Financial Services, Wealth Management, Strategic Financial..., Asset Management
Education
Golden Gate Univeristy
MBA, Finance
Golden Gate University
BS, Finance
Fremont Bank Wealth Management January 2014 - Present
Merrill Edge August 2011 - December 2013
Citi Personal Wealth Management February 2010 - March 2011
New England Financial January 2008 - February 2010
Wells Capital Management February 1995 - August 2007
Skills
Investments, Portfolio Management, Fixed Income, Mutual Funds, Asset Allocation, Asset Managment, Securities, Investment Management, Investment Strategies, Bonds, Alternative Investments, Series 7, Financial Services, Wealth Management, Strategic Financial..., Asset Management
Education
Golden Gate Univeristy
MBA, Finance
Golden Gate University
BS, Finance
Troy Ludgood's Wells Capital Management Experience Co-headWells Capital Management2004 - Present
Job Portfolio Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management Co-headWells Capital Management2004 - Present
Lehman Brothers 2000 - 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Georgia Institute of Technology 1985 — 1990
Bs, Industrial Engineering
Wells Capital Management Co-headWells Capital Management2004 - Present
Lehman Brothers 2000 - 2004
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Georgia Institute of Technology 1985 — 1990
Bs, Industrial Engineering
Charissa Corder's Wells Capital Management Experience December 2007 - August 2010
Job Technical Program Manager at TMobile
Industry Information Technology and Services
Experience
T-Mobile May 2014 - Present
Microsoft October 2013 - April 2014
REI for AIM Consulting July 2013 - October 2013
Amazon December 2012 - July 2013
Microsoft October 2010 - December 2012
Wells Capital Management December 2007 - August 2010
Grede Foundries, Inc. February 2007 - November 2007
US Department of Transportation (DOT) - FMCSA for RSIS August 2004 - November 2006
IEEE June 2003 - August 2004
Travelport (Formerly known as Worldspan) July 1989 - December 2003
Skills
Windows, Servers, Troubleshooting, Documentation, VMware, SQL, SharePoint, Active Directory, Disaster Recovery, IIS, Linux, Microsoft Exchange, Unix, Security, Microsoft SQL Server, WAN, Operating Systems, Databases, Windows Server, Project Management, Program Management, Communication, Coordination, Content Management, Web Content Management, Producing Web Content, Unix Operating Systems, Technical Writing, Educational Leadership, Technical Architecture, Technical Analysis, System Architecture, Systems Analysis, System Design, Software Documentation, Data Center, System Administration, Technical Support, Enterprise Software, Agile Project Management, Visio, Hardware, SDLC, Integration, Infrastructure, Analysis
Education
Capella University 2006 — 2010
Masters of Science, Information Technology, Enterprise Architecture and Software Design
University of Phoenix 2002 — 2005
Bachelor's of Science, Information Technology, Honors
T-Mobile May 2014 - Present
Microsoft October 2013 - April 2014
REI for AIM Consulting July 2013 - October 2013
Amazon December 2012 - July 2013
Microsoft October 2010 - December 2012
Wells Capital Management December 2007 - August 2010
Grede Foundries, Inc. February 2007 - November 2007
US Department of Transportation (DOT) - FMCSA for RSIS August 2004 - November 2006
IEEE June 2003 - August 2004
Travelport (Formerly known as Worldspan) July 1989 - December 2003
Skills
Windows, Servers, Troubleshooting, Documentation, VMware, SQL, SharePoint, Active Directory, Disaster Recovery, IIS, Linux, Microsoft Exchange, Unix, Security, Microsoft SQL Server, WAN, Operating Systems, Databases, Windows Server, Project Management, Program Management, Communication, Coordination, Content Management, Web Content Management, Producing Web Content, Unix Operating Systems, Technical Writing, Educational Leadership, Technical Architecture, Technical Analysis, System Architecture, Systems Analysis, System Design, Software Documentation, Data Center, System Administration, Technical Support, Enterprise Software, Agile Project Management, Visio, Hardware, SDLC, Integration, Infrastructure, Analysis
Education
Capella University 2006 — 2010
Masters of Science, Information Technology, Enterprise Architecture and Software Design
University of Phoenix 2002 — 2005
Bachelor's of Science, Information Technology, Honors
Rich Oakford's Wells Capital Management Experience September 2000 - February 2004
Job Surgical Care Affiliates
Industry Hospital & Health Care
Experience
Surgical Care Affiliates October 2013 - Present
Hammond Hanlon Camp LLC November 2011 - August 2013
Capital IQ September 2007 - November 2011
JKH Enterprises April 2007 - October 2007
First Albany Capital February 2004 - March 2006
Wells Capital Management September 2000 - February 2004
Skills
New Business Development
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance
Colgate University 1996 — 2000
BA
Surgical Care Affiliates October 2013 - Present
Hammond Hanlon Camp LLC November 2011 - August 2013
Capital IQ September 2007 - November 2011
JKH Enterprises April 2007 - October 2007
First Albany Capital February 2004 - March 2006
Wells Capital Management September 2000 - February 2004
Skills
New Business Development
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance
Colgate University 1996 — 2000
BA
Henri Proutt's Wells Capital Management Experience November 2014 - Present
Job Associate Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management November 2014 - Present
Wells Capital Management June 2013 - October 2014
Wells Capital Management May 2011 - June 2013
Conning Asset Management July 2008 - May 2011
Skills
Fixed Income
Education
Bryant University 2004 — 2008
Wells Capital Management November 2014 - Present
Wells Capital Management June 2013 - October 2014
Wells Capital Management May 2011 - June 2013
Conning Asset Management July 2008 - May 2011
Skills
Fixed Income
Education
Bryant University 2004 — 2008
Holly Galbrecht's Wells Capital Management Experience 2001 - 2005
Job Wealth Management
Industry Investment Management
Experience
Wetherby Asset Management 2006 - Present
Wells Capital Management 2001 - 2005
Wells Fargo Bank and former Norwest Bank 1992 - 2001
Skills
Investment Management, Investments, Investment Advisory, Wealth Management..., Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning, High Net Worth..., Strategic Financial..., Estate Planning, Personal Financial...
Education
University of St. Thomas - Graduate School of Business
Master of International Management
Bemidji State University
B.S. and B.A., Journalism and English
University of California, Berkeley
Certificate in Personal Financial Planning
California State University-Fullerton
Certificate in Professional Fiduciary Management for Trustees
Wetherby Asset Management 2006 - Present
Wells Capital Management 2001 - 2005
Wells Fargo Bank and former Norwest Bank 1992 - 2001
Skills
Investment Management, Investments, Investment Advisory, Wealth Management..., Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning, High Net Worth..., Strategic Financial..., Estate Planning, Personal Financial...
Education
University of St. Thomas - Graduate School of Business
Master of International Management
Bemidji State University
B.S. and B.A., Journalism and English
University of California, Berkeley
Certificate in Personal Financial Planning
California State University-Fullerton
Certificate in Professional Fiduciary Management for Trustees
Alden Mcdougall's Wells Capital Management Experience March 2005 - May 2008
Job New Business Analyst at MetLife
Industry Financial Services
Experience
MetLife May 2012 - Present
Wells Real Estate Funds April 2008 - May 2012
Wells Capital Management March 2005 - May 2008
WELLS REAL ESTATE INVESTMENT TRUST COMPANY August 2003 - October 2005
Skills
Asset Managment, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Due Diligence, Valuation, REIT, Mutual Funds, Real Estate, Securities, Equities, Account Reconciliation, Asset Management, Finance, Retirement Planning, Series 7
Education
City University of New York-John Jay College of Criminal Justice 1991 — 1992
Criminal Justice
Farmingdale State University of New York 1989 — 1991
MetLife May 2012 - Present
Wells Real Estate Funds April 2008 - May 2012
Wells Capital Management March 2005 - May 2008
WELLS REAL ESTATE INVESTMENT TRUST COMPANY August 2003 - October 2005
Skills
Asset Managment, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Due Diligence, Valuation, REIT, Mutual Funds, Real Estate, Securities, Equities, Account Reconciliation, Asset Management, Finance, Retirement Planning, Series 7
Education
City University of New York-John Jay College of Criminal Justice 1991 — 1992
Criminal Justice
Farmingdale State University of New York 1989 — 1991
Nancy McManus's Wells Capital Management Experience July 2011 - Present
Job Technical Project Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management July 2011 - Present
Wells Capital Management October 2009 - July 2011
Evergreen Investments January 2006 - October 2009
Evergreen Investments May 2002 - January 2006
Evergreen Investments May 2000 - May 2002
Evergreen Investments July 1999 - May 2000
Skills
Fixed Income, Asset Managment, Financial Analysis, Analysis, Asset Management, Equities, Finance, Management, Investments, Portfolio Management, Hedge Funds
Education
Bentley University 1994 — 1998
BS, Economics and Finance
Harvard Extension School
Wells Capital Management July 2011 - Present
Wells Capital Management October 2009 - July 2011
Evergreen Investments January 2006 - October 2009
Evergreen Investments May 2002 - January 2006
Evergreen Investments May 2000 - May 2002
Evergreen Investments July 1999 - May 2000
Skills
Fixed Income, Asset Managment, Financial Analysis, Analysis, Asset Management, Equities, Finance, Management, Investments, Portfolio Management, Hedge Funds
Education
Bentley University 1994 — 1998
BS, Economics and Finance
Harvard Extension School
Rimas Milaitis's Wells Capital Management Experience December 1995 - December 2004
Job Director of Research at Campbell Newman Asset Mgt.
Industry Investment Management
Experience
Campbell Newman Asset Management March 2005 - Present
Wells Capital Management December 1995 - December 2004
Aon March 1990 - December 1995
Skills
Portfolio Management, Valuation, Mutual Funds, Equity Research, Strategy, Equities, Asset Management, Asset Allocation, Investment Strategies, Investment Management, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
IIllinois State University
Bachelor of Science (B.S.), Economics
Campbell Newman Asset Management March 2005 - Present
Wells Capital Management December 1995 - December 2004
Aon March 1990 - December 1995
Skills
Portfolio Management, Valuation, Mutual Funds, Equity Research, Strategy, Equities, Asset Management, Asset Allocation, Investment Strategies, Investment Management, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
IIllinois State University
Bachelor of Science (B.S.), Economics
Sonalee Tamane's Wells Capital Management Experience May 2010 - Present
Job Operations Accountant at Wells Capital Management
Industry Banking
Experience
Wells Capital Management May 2010 - Present
Monroe Bank & Trust April 2009 - April 2010
Main street Bank August 2007 - February 2009
McKinley & Associates, Inc. June 2004 - September 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting
Education
Eastern Michigan University
Master of Science in Accounting (MSA), Accounting
Shivaji University
Bachelor Of Commerce (B.Com), Accounting & Auditing
Wells Capital Management May 2010 - Present
Monroe Bank & Trust April 2009 - April 2010
Main street Bank August 2007 - February 2009
McKinley & Associates, Inc. June 2004 - September 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting
Education
Eastern Michigan University
Master of Science in Accounting (MSA), Accounting
Shivaji University
Bachelor Of Commerce (B.Com), Accounting & Auditing
Savvas Papadopoulos's Wells Capital Management Experience 2007 - 2010
Job Candidate, MA in History at University of Massachusetts
Industry Higher Education
Experience
University of Massachusetts September 2010 - Present
Wells Capital Management 2007 - 2010
Toffler Associates 2005 - 2006
The World Bank 2003 - 2005
Education
University of Massachusetts Boston 2010 — 2013
Master of Arts (M.A.), History, 4.0
Georgetown University
Bachelor of Science in Foreign Service, International Politics
University of Massachusetts September 2010 - Present
Wells Capital Management 2007 - 2010
Toffler Associates 2005 - 2006
The World Bank 2003 - 2005
Education
University of Massachusetts Boston 2010 — 2013
Master of Arts (M.A.), History, 4.0
Georgetown University
Bachelor of Science in Foreign Service, International Politics
Stefan Scigalla's Wells Capital Management Experience July 2011 - Present
Job Equity Research Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management July 2011 - Present
TPG Credit Management (now Castlelake) January 2008 - June 2009
Arsenal Capital Partners June 2006 - December 2007
Lazard June 2003 - May 2006
Education
London Business School 2009 — 2011
Columbia University in the City of New York 1999 — 2003
B.A., Economics
Wells Capital Management July 2011 - Present
TPG Credit Management (now Castlelake) January 2008 - June 2009
Arsenal Capital Partners June 2006 - December 2007
Lazard June 2003 - May 2006
Education
London Business School 2009 — 2011
Columbia University in the City of New York 1999 — 2003
B.A., Economics
Erica Bloudek's Wells Capital Management Experience January 2011 - Present
Job Account Manager at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management September 2013 - Present
Wells Capital Management January 2011 - Present
Wells Fargo Advantage Funds April 2007 - January 2011
Wells Fargo Investments May 2005 - December 2006
Wells Fargo November 2003 - May 2005
Skills
Mutual Funds, Securities, Investments, Risk Management, Brokerage, Equities, Asset Managment
Education
Cardinal Stritch University 2007 — 2009
Business Mangement, Business
Galliard Capital Management September 2013 - Present
Wells Capital Management January 2011 - Present
Wells Fargo Advantage Funds April 2007 - January 2011
Wells Fargo Investments May 2005 - December 2006
Wells Fargo November 2003 - May 2005
Skills
Mutual Funds, Securities, Investments, Risk Management, Brokerage, Equities, Asset Managment
Education
Cardinal Stritch University 2007 — 2009
Business Mangement, Business
Ben Hovermale's Wells Capital Management Experience January 2001 - January 2007
Job Managing Director at Elk Creek Partners
Industry Investment Management
Experience
Elk Creek Partners April 2011 - Present
Lucrum Capital, LLC January 2007 - April 2011
Wells Capital Management January 2001 - January 2007
INVESCO Funds Group January 2000 - January 2001
Wells Capital Management January 1995 - December 1999
Wells Capital Management April 1994 - December 1994
Skills
Equities, Investments, Trading, Asset Management, Portfolio Management, Fixed Income, Series 7, Hedge Funds, Equity Trading, Alternative Investments, Securities, Capital Markets, Equity Research, Series 63, Bloomberg
Education
Humboldt State University 1990 — 1994
Bachelor of Arts, Economics
Elk Creek Partners April 2011 - Present
Lucrum Capital, LLC January 2007 - April 2011
Wells Capital Management January 2001 - January 2007
INVESCO Funds Group January 2000 - January 2001
Wells Capital Management January 1995 - December 1999
Wells Capital Management April 1994 - December 1994
Skills
Equities, Investments, Trading, Asset Management, Portfolio Management, Fixed Income, Series 7, Hedge Funds, Equity Trading, Alternative Investments, Securities, Capital Markets, Equity Research, Series 63, Bloomberg
Education
Humboldt State University 1990 — 1994
Bachelor of Arts, Economics
Tyber Lesjack's Wells Capital Management Experience May 2012 - Present
Job Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management May 2012 - Present
LOYAL3 September 2010 - May 2012
Natixis Global Associates September 2008 - August 2010
Charles Schwab Bank 2006 - September 2008
Charles Schwab 2003 - 2006
Charles Schwab January 2001 - January 2003
Charles Schwab January 1999 - January 2001
Charles Schwab January 1998 - January 1999
Charles Schwab & Co. Inc January 1997 - January 1998
Menendez Financial January 1996 - January 1997
Skills
Client Service, Series 7, Separate Accounts, Securities, Process Engineering, Operations Management, Excel, Team Building, Change Management, Word, SEC compliance, FINRA, Restricted Stock, DTC, Corporate Actions, Fund Administration
Education
California State University-Sacramento
Bachelor Degree, Finance and Insurance with a minor in Economics
Wells Capital Management May 2012 - Present
LOYAL3 September 2010 - May 2012
Natixis Global Associates September 2008 - August 2010
Charles Schwab Bank 2006 - September 2008
Charles Schwab 2003 - 2006
Charles Schwab January 2001 - January 2003
Charles Schwab January 1999 - January 2001
Charles Schwab January 1998 - January 1999
Charles Schwab & Co. Inc January 1997 - January 1998
Menendez Financial January 1996 - January 1997
Skills
Client Service, Series 7, Separate Accounts, Securities, Process Engineering, Operations Management, Excel, Team Building, Change Management, Word, SEC compliance, FINRA, Restricted Stock, DTC, Corporate Actions, Fund Administration
Education
California State University-Sacramento
Bachelor Degree, Finance and Insurance with a minor in Economics
Frank Marckioni's Wells Capital Management Experience September 2009 - Present
Job Institutional Sales at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management September 2009 - Present
Evergreen Investments May 2008 - September 2009
RREEF April 2007 - May 2008
Merrill Lynch Investment Managers January 1989 - October 2006
Merrill Lynch 1989 - 2006
Ameritrust July 1986 - December 1988
Skills
Asset Managment, Mutual Funds, Fixed Income, Alternative Investments, Investments, Portfolio Management, Equities, Investment Management, Series 7, Asset Allocation, Investment Strategies, Hedge Funds, Bloomberg, Investment Advisory, Capital Markets, Securities, Wealth Management, Series 63, Private Equity, Bonds
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MSIA, Marketing
University of Pittsburgh 1978 — 1984
BS, Psychology
Wells Capital Management September 2009 - Present
Evergreen Investments May 2008 - September 2009
RREEF April 2007 - May 2008
Merrill Lynch Investment Managers January 1989 - October 2006
Merrill Lynch 1989 - 2006
Ameritrust July 1986 - December 1988
Skills
Asset Managment, Mutual Funds, Fixed Income, Alternative Investments, Investments, Portfolio Management, Equities, Investment Management, Series 7, Asset Allocation, Investment Strategies, Hedge Funds, Bloomberg, Investment Advisory, Capital Markets, Securities, Wealth Management, Series 63, Private Equity, Bonds
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MSIA, Marketing
University of Pittsburgh 1978 — 1984
BS, Psychology
Phil Alford's Wells Capital Management Experience February 2011 - Present
Job Managing Director, Wells Capital Management
Industry Banking
Experience
Wells Capital Management February 2011 - Present
Education
Georgia State University
BA, Economics
University of California, Berkeley, Haas School of Business
MBA
Wells Capital Management February 2011 - Present
Education
Georgia State University
BA, Economics
University of California, Berkeley, Haas School of Business
MBA
Greg Jerzyk's Wells Capital Management Experience January 1990 - August 1992
Job Investment Consulting
Industry Investment Management
Experience
UMB Bank April 2007 - February 2010
ABN AMRO/LaSalle Bank Wealth Management January 2003 - March 2007
Northern Trust September 1992 - June 2001
Wells Capital Management January 1990 - August 1992
Northern Trust Global Investments September 1981 - December 1989
Skills
Asset Allocation, Portfolio Management, Team Leadership, Client Service, Security Analysis, Investments, Fixed Income, Bonds, Asset Management, Investment Strategies, Equities, Wealth Management, Alternative Investments, Risk Management, Investment Advisory, Bloomberg, Compliance, Private Banking, Financial Markets, High Net Worth..., Mutual Funds, Institutional, Corporate Finance, Finance, Securities, Investment Management, Institutional..., Wealth Management..., Equity Research
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA, Finance
Cornell College 1977 — 1981
BSS, Economics and Business
UMB Bank April 2007 - February 2010
ABN AMRO/LaSalle Bank Wealth Management January 2003 - March 2007
Northern Trust September 1992 - June 2001
Wells Capital Management January 1990 - August 1992
Northern Trust Global Investments September 1981 - December 1989
Skills
Asset Allocation, Portfolio Management, Team Leadership, Client Service, Security Analysis, Investments, Fixed Income, Bonds, Asset Management, Investment Strategies, Equities, Wealth Management, Alternative Investments, Risk Management, Investment Advisory, Bloomberg, Compliance, Private Banking, Financial Markets, High Net Worth..., Mutual Funds, Institutional, Corporate Finance, Finance, Securities, Investment Management, Institutional..., Wealth Management..., Equity Research
Education
Northwestern University - Kellogg School of Management 1985 — 1989
MBA, Finance
Cornell College 1977 — 1981
BSS, Economics and Business
Tom Askey, CFA's Wells Capital Management Experience November 2013 - Present
Job Investment Management Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management November 2013 - Present
NXT Capital October 2011 - November 2013
Ernst & Young September 2010 - October 2011
Ernst & Young October 2008 - September 2010
Indiana University Bloomington 2004 - 2008
Gates Corporation May 2007 - September 2007
FBR September 2006 - December 2006
Skills
Private Equity, Corporate Finance, Investment Banking, Leveraged Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Banking, Capital Markets, Portfolio Management, Investments, Finance, Mergers & Acquisitions, Microsoft Excel
Education
Indiana University - Kelley School of Business 2004 — 2008
B/S, Finance and Operations Managment
Wells Capital Management November 2013 - Present
NXT Capital October 2011 - November 2013
Ernst & Young September 2010 - October 2011
Ernst & Young October 2008 - September 2010
Indiana University Bloomington 2004 - 2008
Gates Corporation May 2007 - September 2007
FBR September 2006 - December 2006
Skills
Private Equity, Corporate Finance, Investment Banking, Leveraged Finance, Financial Modeling, Financial Analysis, Valuation, Due Diligence, Banking, Capital Markets, Portfolio Management, Investments, Finance, Mergers & Acquisitions, Microsoft Excel
Education
Indiana University - Kelley School of Business 2004 — 2008
B/S, Finance and Operations Managment
Manny Kaliontzakis, MBA, MSc's Wells Capital Management Experience December 2014 - Present
Job ECONOMIST • RESEARCHER • BANKING ANALYST
Industry Financial Services
Experience
Wells Capital Management December 2014 - Present
AssetMark (formerly known as Genworth Wealth Management) September 2010 - November 2014
American Council on the Teaching of Foreign Languages September 2008 - January 2014
JP Morgan Chase Bank January 2007 - September 2008
NATO Missile Firing Installation November 2002 - January 2004
Skills
Operations Management, Financial Analysis, Microsoft Excel, Salesforce.com, Microsoft Word, PowerPoint, Financial Modeling, Management, Market Research, Six Sigma, Training, Banking, Greek, German, Exception Based..., Business Strategy, Business Planning, Account Reconciliation, Economic Development, Econometric Modeling, Economics, International Economics, Stata, Mutual Funds, Microsoft Office, Bloomberg, Data Analysis, Econometrics, Eviews, Equity Research, Economic Research, Investments, Analysis, CRM, Finance
Education
University of San Francisco 2012 — 2015
Master's of Science, International and Development Economics
Drexel University 2004 — 2006
MBA
Panteion Panepestimion Ikonomikon kai Politicon Epistimon
BSc, Public Administration
Wells Capital Management December 2014 - Present
AssetMark (formerly known as Genworth Wealth Management) September 2010 - November 2014
American Council on the Teaching of Foreign Languages September 2008 - January 2014
JP Morgan Chase Bank January 2007 - September 2008
NATO Missile Firing Installation November 2002 - January 2004
Skills
Operations Management, Financial Analysis, Microsoft Excel, Salesforce.com, Microsoft Word, PowerPoint, Financial Modeling, Management, Market Research, Six Sigma, Training, Banking, Greek, German, Exception Based..., Business Strategy, Business Planning, Account Reconciliation, Economic Development, Econometric Modeling, Economics, International Economics, Stata, Mutual Funds, Microsoft Office, Bloomberg, Data Analysis, Econometrics, Eviews, Equity Research, Economic Research, Investments, Analysis, CRM, Finance
Education
University of San Francisco 2012 — 2015
Master's of Science, International and Development Economics
Drexel University 2004 — 2006
MBA
Panteion Panepestimion Ikonomikon kai Politicon Epistimon
BSc, Public Administration
Jean McGowan, CFA's Wells Capital Management Experience October 2002 - December 2010
Job Director of Research at Godsey&Gibb Wealth Management
Industry Investment Management
Experience
Godsey&Gibb Wealth Management February 2014 - Present
Virginia Commonwealth University 2011 - Present
Virginia Commonwealth University January 2014 - May 2014
Wells Capital Management October 2002 - December 2010
Trigon Health Care- Investment Division 1994 - 2002
Skills
Fixed Income, Asset Allocation, Bloomberg, Equities, Asset Managment, Investments, Investment Management, Mutual Funds, Investment Strategies, Portfolio Management, Performance Measurement, Bonds, Risk Management, Series 7
Education
Virginia Commonwealth University
Master of Business Administration (MBA)
Elon University - Martha and Spencer Love School of Business
Bachelor of Science, Business Administration-Finance
Godsey&Gibb Wealth Management February 2014 - Present
Virginia Commonwealth University 2011 - Present
Virginia Commonwealth University January 2014 - May 2014
Wells Capital Management October 2002 - December 2010
Trigon Health Care- Investment Division 1994 - 2002
Skills
Fixed Income, Asset Allocation, Bloomberg, Equities, Asset Managment, Investments, Investment Management, Mutual Funds, Investment Strategies, Portfolio Management, Performance Measurement, Bonds, Risk Management, Series 7
Education
Virginia Commonwealth University
Master of Business Administration (MBA)
Elon University - Martha and Spencer Love School of Business
Bachelor of Science, Business Administration-Finance
Colleen (McGowan) Whalen's Wells Capital Management Experience September 2014 - Present
Job Compliance Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management September 2014 - Present
Wells Capital Management January 2007 - September 2014
Evergreen Investments May 2006 - January 2007
Investors Bank & Trust November 2003 - October 2005
Skills
Mutual Funds, Bloomberg, Equities
Education
New England School of Law 2005 — 2009
J.D., Law
Framingham State University
BS, Business Administration
Wells Capital Management September 2014 - Present
Wells Capital Management January 2007 - September 2014
Evergreen Investments May 2006 - January 2007
Investors Bank & Trust November 2003 - October 2005
Skills
Mutual Funds, Bloomberg, Equities
Education
New England School of Law 2005 — 2009
J.D., Law
Framingham State University
BS, Business Administration
Sterling Jenson's Wells Capital Management Experience Regional Managing DirectorWells Capital Management1990 - 2008
Job Retired
Industry Investment Management
Experience
Wells Capital Management Regional Managing DirectorWells Capital Management1990 - 2008
Education
Brigham Young University 1976 — 1977
Master of Business Administration (M.B.A.), Finance, Investments
Brigham Young University 1969 — 1975
Bachelor’s Degree, Economics
Wells Capital Management Regional Managing DirectorWells Capital Management1990 - 2008
Education
Brigham Young University 1976 — 1977
Master of Business Administration (M.B.A.), Finance, Investments
Brigham Young University 1969 — 1975
Bachelor’s Degree, Economics
trevor moreno's Wells Capital Management Experience June 2004 - May 2014
Job Equity Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2014 - Present
Wells Capital Management June 2004 - May 2014
Strong Capital Management April 2001 - June 2004
Parker Hannifin 1996 - 1999
Education
Indiana University Bloomington 1999 — 2001
Master of Business Administration (MBA), investment management
Indiana University Bloomington 1991 — 1996
Bachelor's Degree, Finance & Accounting double major, Spanish & Economics double minor
Neuberger Berman May 2014 - Present
Wells Capital Management June 2004 - May 2014
Strong Capital Management April 2001 - June 2004
Parker Hannifin 1996 - 1999
Education
Indiana University Bloomington 1999 — 2001
Master of Business Administration (MBA), investment management
Indiana University Bloomington 1991 — 1996
Bachelor's Degree, Finance & Accounting double major, Spanish & Economics double minor
Jonathan Fox, CFA's Wells Capital Management Experience May 2015 - Present
Job Equity Research Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management May 2015 - Present
William Blair & Company May 2014 - August 2014
SunTrust Robinson Humphrey 2012 - 2013
SunTrust Robinson Humphrey 2007 - 2011
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Investment Finance
Duke University 2003 — 2007
BA, Public Policy Studies, Markets & Management
Wells Capital Management May 2015 - Present
William Blair & Company May 2014 - August 2014
SunTrust Robinson Humphrey 2012 - 2013
SunTrust Robinson Humphrey 2007 - 2011
Education
Duke University - Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Investment Finance
Duke University 2003 — 2007
BA, Public Policy Studies, Markets & Management
Benjamin Spang, CFA's Wells Capital Management Experience September 2006 - October 2011
Job Institutional RFP Specialist
Industry Investment Management
Experience
TIAA-CREF October 2011 - Present
Wells Capital Management September 2006 - October 2011
UBS July 1995 - April 2006
Kidder Peabody March 1994 - January 1995
Smith Barney March 1993 - March 1994
Skills
Fixed Income, Equities, Trading, Proposal Writing, Investments, Portfolio Management, Commodity, Mutual Funds, Asset Managment, Bloomberg, Asset Allocation, Investment Strategies, Securities, Commercial Real Estate, Financial Analysis, Marketing, Investment Management
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
MBA, Finance and Investments
Boston University 1988 — 1992
BA, Economics
TIAA-CREF October 2011 - Present
Wells Capital Management September 2006 - October 2011
UBS July 1995 - April 2006
Kidder Peabody March 1994 - January 1995
Smith Barney March 1993 - March 1994
Skills
Fixed Income, Equities, Trading, Proposal Writing, Investments, Portfolio Management, Commodity, Mutual Funds, Asset Managment, Bloomberg, Asset Allocation, Investment Strategies, Securities, Commercial Real Estate, Financial Analysis, Marketing, Investment Management
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
MBA, Finance and Investments
Boston University 1988 — 1992
BA, Economics
David Chamberlain, CFA's Wells Capital Management Experience September 2013 - Present
Job Equity Analyst, Pelican Value Equity, Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management September 2013 - Present
Allianz Global Investors 2005 - 2013
Trafelet & Company, LLC 2003 - 2005
Goldman Sachs Investment Research June 2000 - February 2003
Archimedes Capital LLC 2003 - 2003
Skills
Financial Modeling, Equity Research, Equity Valuation, Alternative Investments, Equities, Investment Strategies, Investments, Valuation, Portfolio Management, Asset Management
Education
Dartmouth College 1996 — 2000
BA, Magna Cum Laude, Economics, History, 3.7/4.0
Winchester High School 1992 — 1996
Wells Capital Management September 2013 - Present
Allianz Global Investors 2005 - 2013
Trafelet & Company, LLC 2003 - 2005
Goldman Sachs Investment Research June 2000 - February 2003
Archimedes Capital LLC 2003 - 2003
Skills
Financial Modeling, Equity Research, Equity Valuation, Alternative Investments, Equities, Investment Strategies, Investments, Valuation, Portfolio Management, Asset Management
Education
Dartmouth College 1996 — 2000
BA, Magna Cum Laude, Economics, History, 3.7/4.0
Winchester High School 1992 — 1996
Joe Abruzese's Wells Capital Management Experience 2009 - 2012
Job Head of Financial Services Practice at Collaborative Consulting
Industry Investment Management
Experience
Collaborative Consulting 2012 - Present
Wells Capital Management 2009 - 2012
Evergreen Investments 2004 - 2010
Accenture 1992 - 2004
Skills
Capital Markets, Investment Management, Asset Managment, Project Management, Financial Services, Management, Strategy, Equities, Wealth Management, Alternative Investments, Trading, Securities, Portfolio Management, Asset Management, Investments, Program Management, Process Improvement, Leadership, Risk Management
Education
Boston College
BS, Finance, Information Systems
Collaborative Consulting 2012 - Present
Wells Capital Management 2009 - 2012
Evergreen Investments 2004 - 2010
Accenture 1992 - 2004
Skills
Capital Markets, Investment Management, Asset Managment, Project Management, Financial Services, Management, Strategy, Equities, Wealth Management, Alternative Investments, Trading, Securities, Portfolio Management, Asset Management, Investments, Program Management, Process Improvement, Leadership, Risk Management
Education
Boston College
BS, Finance, Information Systems
Ozo Jaculewicz, CFA's Wells Capital Management Experience August 2006 - Present
Job Associate Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2006 - Present
Wells Fargo Asset Management 2006 - Present
Metropolitan West Asset Management July 2004 - July 2006
Strong Capital Management March 1998 - June 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Portfolio Management
Education
Central Washington University 1990 — 1994
Bachelor of Science (B.S.), Economics
Wells Capital Management August 2006 - Present
Wells Fargo Asset Management 2006 - Present
Metropolitan West Asset Management July 2004 - July 2006
Strong Capital Management March 1998 - June 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Portfolio Management
Education
Central Washington University 1990 — 1994
Bachelor of Science (B.S.), Economics
John Svolos's Wells Capital Management Experience June 2012 - May 2015
Job Senior Analyst
Industry Financial Services
Experience
Wells Capital Management June 2012 - May 2015
CLSA September 2009 - June 2012
Credit Agricole Securities (USA) Inc 2009 - June 2012
Merrill Lynch June 1997 - September 2009
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Asset Management, Portfolio Management
Education
Harvard Law School 1986 — 1989
JD, Law
Northwestern University 1982 — 1986
B.A., Economics
Wells Capital Management June 2012 - May 2015
CLSA September 2009 - June 2012
Credit Agricole Securities (USA) Inc 2009 - June 2012
Merrill Lynch June 1997 - September 2009
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Asset Management, Portfolio Management
Education
Harvard Law School 1986 — 1989
JD, Law
Northwestern University 1982 — 1986
B.A., Economics
Gil Ruiz's Wells Capital Management Experience April 2013 - September 2013
Job Business Analyst
Industry Financial Services
Experience
Hexaware Technologies July 2015 - Present
BMO Financial Group September 2014 - July 2015
Northern Trust Corporation September 2013 - February 2014
Wells Capital Management April 2013 - September 2013
Hexaware Technologies - Allstate Investments (project) February 2012 - February 2013
Harvest Investments Inc October 2011 - February 2012
JPMorgan Chase July 2011 - September 2011
BMO Capital Markets GKST, Inc November 2010 - May 2011
UBS Global Asset Management April 2010 - October 2010
Northern Trust Global Investments March 2009 - June 2009
Skills
Fixed Income, Bloomberg, Derivatives, Equities, Bonds, Asset Management, Business Analysis, Securities, Quality Center, System Testing, Test Cases, Security APL, SDLC, Trading Systems, Portfolio Management, Options, Business Requirements, Financial Services, Investments
Education
DePaul University
Finance
Hexaware Technologies July 2015 - Present
BMO Financial Group September 2014 - July 2015
Northern Trust Corporation September 2013 - February 2014
Wells Capital Management April 2013 - September 2013
Hexaware Technologies - Allstate Investments (project) February 2012 - February 2013
Harvest Investments Inc October 2011 - February 2012
JPMorgan Chase July 2011 - September 2011
BMO Capital Markets GKST, Inc November 2010 - May 2011
UBS Global Asset Management April 2010 - October 2010
Northern Trust Global Investments March 2009 - June 2009
Skills
Fixed Income, Bloomberg, Derivatives, Equities, Bonds, Asset Management, Business Analysis, Securities, Quality Center, System Testing, Test Cases, Security APL, SDLC, Trading Systems, Portfolio Management, Options, Business Requirements, Financial Services, Investments
Education
DePaul University
Finance
Marc Hineman, MBA's Wells Capital Management Experience 2009 - November 2010
Job Director, Market Structure & Electronic Trading Services COO at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities 2013 - Present
Wells Fargo Securities February 2012 - October 2013
Wells Fargo 2010 - 2012
Wells Capital Management 2009 - November 2010
Evergreen Investments 2005 - September 2009
JPMorgan Chase 2001 - April 2005
JPMorgan Chase 1999 - April 2001
Undisclosed 1997 - 1999
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance and Real Estate
State University of New York College at Oswego 1993 — 1997
BA, Public Justice
Red Hook
Wells Fargo Securities 2013 - Present
Wells Fargo Securities February 2012 - October 2013
Wells Fargo 2010 - 2012
Wells Capital Management 2009 - November 2010
Evergreen Investments 2005 - September 2009
JPMorgan Chase 2001 - April 2005
JPMorgan Chase 1999 - April 2001
Undisclosed 1997 - 1999
Education
Fordham Gabelli School of Business 2001 — 2004
MBA, Finance and Real Estate
State University of New York College at Oswego 1993 — 1997
BA, Public Justice
Red Hook
Chris Neddo's Wells Capital Management Experience 2000 - Present
Job Relationship/Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management 2000 - Present
First Security Investment Management April 1998 - January 2000
Skills
Investments, Portfolio Management, Asset Management, Equities, Fixed Income, Mutual Funds, Hedge Funds, Financial Modeling, Valuation, Financial Analysis
Education
Brigham Young University 1996 — 1998
Master of Business Administration (MBA), Finance, General
Weber State University 1993 — 1996
Bachelor of Arts (B.A.), Finance, General
Wells Capital Management 2000 - Present
First Security Investment Management April 1998 - January 2000
Skills
Investments, Portfolio Management, Asset Management, Equities, Fixed Income, Mutual Funds, Hedge Funds, Financial Modeling, Valuation, Financial Analysis
Education
Brigham Young University 1996 — 1998
Master of Business Administration (MBA), Finance, General
Weber State University 1993 — 1996
Bachelor of Arts (B.A.), Finance, General
Richard Peck's Wells Capital Management Experience April 2014 - Present
Job Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management April 2014 - Present
Wells Capital Management April 2010 - April 2014
Fidelity Investments October 2005 - March 2009
American Century Investments 2001 - 2005
Goldman Sachs 2000 - 2001
State Street 1997 - 1999
Education
University of Massachusetts, Amherst 1989 — 1994
B.B.A., Finance
Brandeis International Business School
DIS
Wells Capital Management April 2014 - Present
Wells Capital Management April 2010 - April 2014
Fidelity Investments October 2005 - March 2009
American Century Investments 2001 - 2005
Goldman Sachs 2000 - 2001
State Street 1997 - 1999
Education
University of Massachusetts, Amherst 1989 — 1994
B.B.A., Finance
Brandeis International Business School
DIS
Maria Carmen Camua's Wells Capital Management Experience August 2007 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
Wells Capital Management August 2007 - February 2009
ICAP July 2005 - November 2006
GMA Network, Inc. December 2002 - June 2005
Education
Ateneo Graduate School of Business 2005 — 2006
MBA, Master of Business Administration
University of the Philippines 1998 — 2002
BA, Film and Audio Visual Communication
Wells Capital Management August 2007 - February 2009
ICAP July 2005 - November 2006
GMA Network, Inc. December 2002 - June 2005
Education
Ateneo Graduate School of Business 2005 — 2006
MBA, Master of Business Administration
University of the Philippines 1998 — 2002
BA, Film and Audio Visual Communication
Richard Farris's Wells Capital Management Experience August 2009 - Present
Job AVP Business Analyst at Wells Fargo
Industry Investment Management
Experience
Wells Capital Management August 2009 - Present
Evergreen Investments March 2007 - August 2009
Evergreen Investments March 2004 - March 2007
Evergreen Investments May 2002 - March 2004
Evergreen Investments May 2001 - March 2002
Skills
Fixed Income
Education
Clemson University 1996 — 2000
BS, Finance
Wells Capital Management August 2009 - Present
Evergreen Investments March 2007 - August 2009
Evergreen Investments March 2004 - March 2007
Evergreen Investments May 2002 - March 2004
Evergreen Investments May 2001 - March 2002
Skills
Fixed Income
Education
Clemson University 1996 — 2000
BS, Finance
Laura Jesson's Wells Capital Management Experience January 2005 - January 2013
Job Research Analyst at Cutter Associates
Industry Investment Management
Experience
Cutter Associates January 2013 - Present
Wells Capital Management January 2005 - January 2013
Omgeo April 2002 - January 2005
Accenture September 1997 - April 2002
Education
Amherst College 1993 — 1997
BA, Economics, Psychology
Cutter Associates January 2013 - Present
Wells Capital Management January 2005 - January 2013
Omgeo April 2002 - January 2005
Accenture September 1997 - April 2002
Education
Amherst College 1993 — 1997
BA, Economics, Psychology
Oleg A Makhorine's Wells Capital Management Experience 2005 - Present
Job ....
Industry Investment Management
Experience
Wells Capital Management 2005 - Present
Sphynx funds LLC 2003 - 2005
Mackenzie Investment mgmt 1996 - 2003
L.E. Holdings 1995 - 1997
ACM Capital llc 1994 - 1996
Education
Florida International University
masters, finance
University of Economics in Prague
economics
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration
postgraduate study, Investments and Securities
Wells Capital Management 2005 - Present
Sphynx funds LLC 2003 - 2005
Mackenzie Investment mgmt 1996 - 2003
L.E. Holdings 1995 - 1997
ACM Capital llc 1994 - 1996
Education
Florida International University
masters, finance
University of Economics in Prague
economics
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration
postgraduate study, Investments and Securities
Paula Federman's Wells Capital Management Experience 2001 - 2002
Job Managing Director at Raymond James
Industry Financial Services
Experience
Raymond James 2006 - Present
First Albany 2002 - 2006
Wells Capital Management 2001 - 2002
J.P. Morgan & Co. 1993 - 1994
Standard & Poor's 1987 - 1993
Skills
Fixed Income, Capital Markets, Asset Management, Portfolio Management, Investments, Series 7, Equities, Bonds, Alternative Investments, Securities, Hedge Funds, Bloomberg, Financial Modeling, Investment Banking, Asset Allocation
Education
Georgetown University Law Center 1979 — 1982
J.D.
Brandeis University 1976 — 1979
B.A.
Raymond James 2006 - Present
First Albany 2002 - 2006
Wells Capital Management 2001 - 2002
J.P. Morgan & Co. 1993 - 1994
Standard & Poor's 1987 - 1993
Skills
Fixed Income, Capital Markets, Asset Management, Portfolio Management, Investments, Series 7, Equities, Bonds, Alternative Investments, Securities, Hedge Funds, Bloomberg, Financial Modeling, Investment Banking, Asset Allocation
Education
Georgetown University Law Center 1979 — 1982
J.D.
Brandeis University 1976 — 1979
B.A.
James Gomez's Wells Capital Management Experience 1999 - 2006
Job CRM Professional
Industry Financial Services
Experience
ON24 October 2009 - Present
ON24 2013 - 2014
SVB Asset Management 2008 - 2009
Wells Fargo 2006 - 2008
Wells Capital Management 1999 - 2006
Harris Bretall Sullivan & Smith 1994 - 1999
Skills
Salesforce.com
Education
California State University-Hayward
Accounting
The University of New Mexico
Psychology
ON24 October 2009 - Present
ON24 2013 - 2014
SVB Asset Management 2008 - 2009
Wells Fargo 2006 - 2008
Wells Capital Management 1999 - 2006
Harris Bretall Sullivan & Smith 1994 - 1999
Skills
Salesforce.com
Education
California State University-Hayward
Accounting
The University of New Mexico
Psychology
Tim Stevenson, CFA, CMT's Wells Capital Management Experience 2005 - 2011
Job Senior Portfolio Manager & Team Leader
Industry Investment Management
Experience
Grandview Acres 2011 - Present
South Carolina Retirement System Investment Commission 2012 - 2013
Wells Capital Management 2005 - 2011
Evergreen Investments 2000 - 2005
Evergreen Investments 2001 - 2002
Evergreen Institutional Management Company 2000 - 2001
Meridian Investment Company (subsidiary of First Union) 1999 - 2001
First Union 1998 - 2000
First Union 1994 - 1997
Cedar Hill Associates 1989 - 1994
Skills
Team Leadership, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Trading, Investments, Asset Management, Investment Management, Mutual Funds, Derivatives, Fixed Income, Risk Management, Options, Due Diligence, Structured Products, Bloomberg, Investment Banking, Capital Markets, Securities, Equity Research, Bonds, Wealth Management, ETFs, Investment Strategies
Education
Appalachian State University
BSBA, Economics
McCormick Theological Seminary
Theology
The Johns Hopkins University
Macroeconomics
University of North Carolina at Charlotte
Psychology
Grandview Acres 2011 - Present
South Carolina Retirement System Investment Commission 2012 - 2013
Wells Capital Management 2005 - 2011
Evergreen Investments 2000 - 2005
Evergreen Investments 2001 - 2002
Evergreen Institutional Management Company 2000 - 2001
Meridian Investment Company (subsidiary of First Union) 1999 - 2001
First Union 1998 - 2000
First Union 1994 - 1997
Cedar Hill Associates 1989 - 1994
Skills
Team Leadership, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Asset Allocation, Trading, Investments, Asset Management, Investment Management, Mutual Funds, Derivatives, Fixed Income, Risk Management, Options, Due Diligence, Structured Products, Bloomberg, Investment Banking, Capital Markets, Securities, Equity Research, Bonds, Wealth Management, ETFs, Investment Strategies
Education
Appalachian State University
BSBA, Economics
McCormick Theological Seminary
Theology
The Johns Hopkins University
Macroeconomics
University of North Carolina at Charlotte
Psychology
Phoutthalom Hord's Wells Capital Management Experience January 2015 - Present
Job Compliance Consultant at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management January 2015 - Present
Wells Capital Management October 2010 - January 2015
US Banccorp July 2008 - October 2010
MEMBERS Capital Advisors 2006 - 2008
Skills
Investments, Equities, Mutual Funds, Financial Reporting, Corporate Actions, Fund Accounting, Bloomberg, Fixed Income, Accounting, Securities, Microsoft Excel, Asset Managment, Hedge Funds, Account Reconciliation
Education
Carthage College
BA, Accounting and Business Administration
Wells Capital Management January 2015 - Present
Wells Capital Management October 2010 - January 2015
US Banccorp July 2008 - October 2010
MEMBERS Capital Advisors 2006 - 2008
Skills
Investments, Equities, Mutual Funds, Financial Reporting, Corporate Actions, Fund Accounting, Bloomberg, Fixed Income, Accounting, Securities, Microsoft Excel, Asset Managment, Hedge Funds, Account Reconciliation
Education
Carthage College
BA, Accounting and Business Administration
Brandon Oak's Wells Capital Management Experience June 2011 - Present
Job Research Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management June 2011 - Present
The Dow Chemical Company June 2010 - August 2010
Cambridge Associates March 2003 - June 2009
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance
Vanderbilt University 1998 — 2002
BS, Economics and Mathematics
Wells Capital Management June 2011 - Present
The Dow Chemical Company June 2010 - August 2010
Cambridge Associates March 2003 - June 2009
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance
Vanderbilt University 1998 — 2002
BS, Economics and Mathematics
Frances (Polanco) Ellis's Wells Capital Management Experience January 2015 - Present
Job at
Industry Banking
Experience
Wells Capital Management January 2015 - Present
Wells Capital Management September 2009 - January 2015
Evergreen Investments June 2008 - September 2009
Skills
Fixed Income, Mutual Funds, Bloomberg, Financial Risk, Loans, Investments, Portfolio Management, Omgeo, Microsoft Office, ClearPar, Futures, Term Loans, Tri Party Repos, Alert, MarkitWSOWeb, MarkitWSOData, BBH Infomediary
Education
Bentley University 2005 — 2009
Bachelors, Finance
Wells Capital Management January 2015 - Present
Wells Capital Management September 2009 - January 2015
Evergreen Investments June 2008 - September 2009
Skills
Fixed Income, Mutual Funds, Bloomberg, Financial Risk, Loans, Investments, Portfolio Management, Omgeo, Microsoft Office, ClearPar, Futures, Term Loans, Tri Party Repos, Alert, MarkitWSOWeb, MarkitWSOData, BBH Infomediary
Education
Bentley University 2005 — 2009
Bachelors, Finance
Dennis Derby's Wells Capital Management Experience High Income Muncipal Bond Fund Portfolio ManagerEvergreen InvestmentsAugust 2008 - July 2010
Job Senior TaxExempt Analyst & Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management High Income Muncipal Bond Fund Portfolio ManagerEvergreen InvestmentsAugust 2008 - July 2010
Education
Emory University 1991 — 1995
BA
Wells Capital Management High Income Muncipal Bond Fund Portfolio ManagerEvergreen InvestmentsAugust 2008 - July 2010
Education
Emory University 1991 — 1995
BA
Samuel D. Hutchings, CFA's Wells Capital Management Experience May 2014 - August 2014
Job Equity Research Analyst at The London Company
Industry Investment Management
Experience
The London Company July 2015 - Present
Wells Capital Management May 2014 - August 2014
Eaton Vance February 2011 - July 2013
FactSet Research Systems November 2010 - February 2011
FactSet Research Systems September 2008 - November 2010
First Republic Bank May 2007 - August 2007
Skills
FactSet, Equities, Financial Modeling, Investment Management, Portfolio Management, Bloomberg, Hedge Funds, Equity Research, Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
College of the Holy Cross 2004 — 2008
BA, Economics, Philosophy
The London Company July 2015 - Present
Wells Capital Management May 2014 - August 2014
Eaton Vance February 2011 - July 2013
FactSet Research Systems November 2010 - February 2011
FactSet Research Systems September 2008 - November 2010
First Republic Bank May 2007 - August 2007
Skills
FactSet, Equities, Financial Modeling, Investment Management, Portfolio Management, Bloomberg, Hedge Funds, Equity Research, Capital Markets
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
College of the Holy Cross 2004 — 2008
BA, Economics, Philosophy
Lynne Royer's Wells Capital Management Experience July 1996 - December 2009
Job Portfolio Manager at Loomis, Sayles & Company
Industry Investment Management
Experience
Loomis, Sayles & Company January 2010 - Present
Wells Capital Management July 1996 - December 2009
J.P. Morgan 1993 - 1996
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
Gettysburg College 1979 — 1983
B.A., Sociology
Loomis, Sayles & Company January 2010 - Present
Wells Capital Management July 1996 - December 2009
J.P. Morgan 1993 - 1996
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
Gettysburg College 1979 — 1983
B.A., Sociology
Rachel Beard, ACMA's Wells Capital Management Experience August 2014 - July 2015
Job Finance and Operations Director at Imparture
Industry Financial Services
Experience
Imparture August 2015 - Present
Wells Capital Management August 2014 - July 2015
Deutsche Börse October 2011 - March 2014
StormHarbour Securities May 2010 - June 2010
ICP Capital (London) September 2009 - April 2010
ECM February 2006 - August 2009
Barclays Capital August 2003 - February 2006
Skills
Financial Markets, Investment Banking, Fixed Income, Team Leadership, Business Analysis, Painting, Derivatives, Risk Management, Banking, Financial Analysis, Equities, Back Office, Financial Services, Capital Markets, Portfolio Management, Trading Systems, Project Management, IT Project Leadership, IT Project Lifecycle
Education
Bath Spa University 1998 — 2002
Mathematics
Imparture August 2015 - Present
Wells Capital Management August 2014 - July 2015
Deutsche Börse October 2011 - March 2014
StormHarbour Securities May 2010 - June 2010
ICP Capital (London) September 2009 - April 2010
ECM February 2006 - August 2009
Barclays Capital August 2003 - February 2006
Skills
Financial Markets, Investment Banking, Fixed Income, Team Leadership, Business Analysis, Painting, Derivatives, Risk Management, Banking, Financial Analysis, Equities, Back Office, Financial Services, Capital Markets, Portfolio Management, Trading Systems, Project Management, IT Project Leadership, IT Project Lifecycle
Education
Bath Spa University 1998 — 2002
Mathematics
Scott Croner, CPA's Wells Capital Management Experience March 2008 - August 2013
Job Accountant at Wells Fargo
Industry Investment Management
Experience
Wells Fargo August 2013 - Present
Wells Capital Management March 2008 - August 2013
Evergreen Investments January 2008 - March 2008
Skills
Fixed Income, Bloomberg, Portfolio Management, Auditing, Access, Finance, Accounting, Business Analysis, Financial Services, Microsoft Office, Microsoft Excel
Education
Elon University 2003 — 2007
B.S., Accounting
Wells Fargo August 2013 - Present
Wells Capital Management March 2008 - August 2013
Evergreen Investments January 2008 - March 2008
Skills
Fixed Income, Bloomberg, Portfolio Management, Auditing, Access, Finance, Accounting, Business Analysis, Financial Services, Microsoft Office, Microsoft Excel
Education
Elon University 2003 — 2007
B.S., Accounting
Iowa Farmboy's Wells Capital Management Experience May 2002 - May 2004
Job Financial Analysis at Wells Capital Management
Industry Real Estate
Experience
Wells Capital Management May 2002 - May 2004
Skills
Property taxes and..., General accounting to...
Education
University of Northern Iowa 2007 — 2011
Accounting and Business Administration-transfer course work through DMACC, Business and finance, 3.14
Des Moines Area Community College 1998 — 2002
Business Administration, Accounting and Business/Management, 3.14
Wells Capital Management May 2002 - May 2004
Skills
Property taxes and..., General accounting to...
Education
University of Northern Iowa 2007 — 2011
Accounting and Business Administration-transfer course work through DMACC, Business and finance, 3.14
Des Moines Area Community College 1998 — 2002
Business Administration, Accounting and Business/Management, 3.14
Margaret D'almeida's Wells Capital Management Experience July 2000 - Present
Job Compliance Consultant at Wells Capital Managment
Industry Investment Management
Experience
Wells Capital Management July 2000 - Present
Wells Capital Managment July 2000 - Present
400 California Street, SF CA January 1971 - July 2000
Union Bank Of California 1987 - 1999
Skills
Financial Risk, Auditing, Financial Audits, Asset Management, Investments, Portfolio Management, Financial Services, Risk Management, Mutual Funds, Fixed Income, Securities, Investment Management, Banking, Equities
Education
City College of San Francisco
San Francisco State University
Wells Capital Management July 2000 - Present
Wells Capital Managment July 2000 - Present
400 California Street, SF CA January 1971 - July 2000
Union Bank Of California 1987 - 1999
Skills
Financial Risk, Auditing, Financial Audits, Asset Management, Investments, Portfolio Management, Financial Services, Risk Management, Mutual Funds, Fixed Income, Securities, Investment Management, Banking, Equities
Education
City College of San Francisco
San Francisco State University
Charles Rinaldi's Wells Capital Management Experience November 1997 - Present
Job
Industry Investment Management
Experience
Wells Capital Management November 1997 - Present
Education
Babson College 1968 — 1970
Master of Business Administration (MBA), finance and investment
st.michaels college 1961 — 1965
bs, biology
Wells Capital Management November 1997 - Present
Education
Babson College 1968 — 1970
Master of Business Administration (MBA), finance and investment
st.michaels college 1961 — 1965
bs, biology
Nick Terry's Wells Capital Management Experience June 2000 - March 2008
Job Head of Equity Trading at Valinor
Industry Investment Management
Experience
Valinor Management, L.P March 2008 - Present
Wells Capital Management June 2000 - March 2008
Skills
Equities, Options, Mutual Funds, Trading, Equity Trading, Portfolio Management, Hedge Funds, Bloomberg, Fixed Income, Investments, Alternative Investments, Asset Management, Series 7, Capital Markets, Futures Trading
Education
Carthage College 1996 — 2000
BA, Economics and Business Administration
Valinor Management, L.P March 2008 - Present
Wells Capital Management June 2000 - March 2008
Skills
Equities, Options, Mutual Funds, Trading, Equity Trading, Portfolio Management, Hedge Funds, Bloomberg, Fixed Income, Investments, Alternative Investments, Asset Management, Series 7, Capital Markets, Futures Trading
Education
Carthage College 1996 — 2000
BA, Economics and Business Administration
Jonathan Terry, CFA's Wells Capital Management Experience April 2007 - Present
Job Portfolio Manager / Trader at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management April 2007 - Present
Wells Capital Management April 2007 - Present
ThinkEquity Partners LLC January 2005 - April 2007
Bank of America April 2001 - January 2005
Montgomery (BofA) Securities December 1998 - April 2001
Education
Colorado College
Bachelor of Arts
Wells Capital Management April 2007 - Present
Wells Capital Management April 2007 - Present
ThinkEquity Partners LLC January 2005 - April 2007
Bank of America April 2001 - January 2005
Montgomery (BofA) Securities December 1998 - April 2001
Education
Colorado College
Bachelor of Arts
Jyoti Hurria MBA, PMP, CSPO, CSM LION's Wells Capital Management Experience April 2014 - October 2014
Job IT Project Manager at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab December 2014 - Present
Wells Capital Management April 2014 - October 2014
Wells Fargo September 2013 - January 2014
Genentech February 2013 - August 2013
Pacific Gas and Electric Company May 2012 - February 2013
Skills
PMP, Business Analysis, Project Management, Vendor Management, Management Consulting, Requirements Analysis, SDLC, Certified Scrum Master..., Business Strategy, Microsoft Excel, PowerPoint, Visio, Management, Data Analysis, Program Management, Project Delivery, SAP, Software Project..., Scrum, Agile Methodologies, CSPO
Education
Cal State Hayward 2000 — 2004
MBA, Finance and HR
Charles Schwab December 2014 - Present
Wells Capital Management April 2014 - October 2014
Wells Fargo September 2013 - January 2014
Genentech February 2013 - August 2013
Pacific Gas and Electric Company May 2012 - February 2013
Skills
PMP, Business Analysis, Project Management, Vendor Management, Management Consulting, Requirements Analysis, SDLC, Certified Scrum Master..., Business Strategy, Microsoft Excel, PowerPoint, Visio, Management, Data Analysis, Program Management, Project Delivery, SAP, Software Project..., Scrum, Agile Methodologies, CSPO
Education
Cal State Hayward 2000 — 2004
MBA, Finance and HR
Francis X. Claro's Wells Capital Management Experience January 2009 - May 2012
Job Founder and Portfolio Manager at Contrast Capital Management, LLC
Industry Investment Management
Experience
Contrast Capital Management, LLC June 2012 - Present
Wells Capital Management January 2009 - May 2012
Evergreen Investments 1994 - December 2009
Skills
Emerging Markets, Hedge Funds, Equities, Bloomberg, Alternative Investments, Strategy, Finance, Portfolio Management, Asset Management, Fixed Income, Investments, Investment Management
Education
Harvard Business School 1989 — 1991
Master of Business Administration (MBA)
London School of Economics and Political Science 1983 — 1984
Master of Science (MSc)
Contrast Capital Management, LLC June 2012 - Present
Wells Capital Management January 2009 - May 2012
Evergreen Investments 1994 - December 2009
Skills
Emerging Markets, Hedge Funds, Equities, Bloomberg, Alternative Investments, Strategy, Finance, Portfolio Management, Asset Management, Fixed Income, Investments, Investment Management
Education
Harvard Business School 1989 — 1991
Master of Business Administration (MBA)
London School of Economics and Political Science 1983 — 1984
Master of Science (MSc)
Dehlia Nunez's Wells Capital Management Experience 2009 - Present
Job Client Service Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management 2009 - Present
Wells Capital Management 2007 - 2009
Education
Golden Gate University 2004 — 2006
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1995 — 2000
Bachelor of Arts (B.A.), Law and Society
Wells Capital Management 2009 - Present
Wells Capital Management 2007 - 2009
Education
Golden Gate University 2004 — 2006
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1995 — 2000
Bachelor of Arts (B.A.), Law and Society
dick weiss's Wells Capital Management Experience January 2005 - Present
Job managing director at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management January 2005 - Present
strong capital management 1991 - 2004
stein roe and farnham August 1975 - March 1991
Skills
Equities, Investments, Asset Managment, Equity Research, Portfolio Management, Mutual Funds, Series 7, Securities, Alternative Investments, Fixed Income, Wealth Management, Valuation, Series 63, Capital Markets, Financial Modeling, Private Equity, Risk Management, Due Diligence, Financial Analysis, Asset Allocation, Asset Management
Education
Harvard University 1973 — 1975
Master of Business Administration (MBA), distinction
USC 1969 — 1973
bs, Business Administration and Management, General
Wells Capital Management January 2005 - Present
strong capital management 1991 - 2004
stein roe and farnham August 1975 - March 1991
Skills
Equities, Investments, Asset Managment, Equity Research, Portfolio Management, Mutual Funds, Series 7, Securities, Alternative Investments, Fixed Income, Wealth Management, Valuation, Series 63, Capital Markets, Financial Modeling, Private Equity, Risk Management, Due Diligence, Financial Analysis, Asset Allocation, Asset Management
Education
Harvard University 1973 — 1975
Master of Business Administration (MBA), distinction
USC 1969 — 1973
bs, Business Administration and Management, General
Tania Blanford's Wells Capital Management Experience August 2005 - Present
Job Risk/Compliance at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2005 - Present
Pacific Exchange December 2002 - August 2005
Education
Georgetown University Law Center 1999 — 2000
Master of Laws (LL.M.), International
Southwestern University School of Law 1996 — 1999
Doctor of Law (J.D.)
UC Santa Barbara 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Wells Capital Management August 2005 - Present
Pacific Exchange December 2002 - August 2005
Education
Georgetown University Law Center 1999 — 2000
Master of Laws (LL.M.), International
Southwestern University School of Law 1996 — 1999
Doctor of Law (J.D.)
UC Santa Barbara 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY