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
Jeff Morin Jeff Morin's Wells Capital Management Experience 1993 - 1997
Job Client Manager Top Client Group American Express OPEN
Industry Financial Services
Experience
American Express OPEN March 2014 - Present
Salesforce.com April 2011 - September 2013
Wells Fargo Advisors February 2008 - November 2010
Lehman Brothers June 2005 - February 2008
Morgan Stanley 1997 - 2005
Fox Sports August 1996 - October 1999
Wells Capital Management 1993 - 1997
Skills
Portfolio Management, Investments, Salesforce.com, Series 7, Asset Managment, Securities, Trading, Capital Markets, Business Strategy, Investor Relations, Business Development, Management, Solution Selling, Executive Management, Corporate Finance, Leadership, Financial Services, Start-ups, Finance, Competitive Analysis, Cold Calling, Venture Capital, Analytics, Fixed Income, Treasury Management, Cash Management, CRM, Strategic Financial..., Wealth Management, SaaS, Sales Management, Sales, Sales Process, Strategy, Cloud Computing, Sales Operations, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 1987 — 1989
Business Administration, Finance
Saint Mary's College of California 1985 — 1987
American Express OPEN March 2014 - Present
Salesforce.com April 2011 - September 2013
Wells Fargo Advisors February 2008 - November 2010
Lehman Brothers June 2005 - February 2008
Morgan Stanley 1997 - 2005
Fox Sports August 1996 - October 1999
Wells Capital Management 1993 - 1997
Skills
Portfolio Management, Investments, Salesforce.com, Series 7, Asset Managment, Securities, Trading, Capital Markets, Business Strategy, Investor Relations, Business Development, Management, Solution Selling, Executive Management, Corporate Finance, Leadership, Financial Services, Start-ups, Finance, Competitive Analysis, Cold Calling, Venture Capital, Analytics, Fixed Income, Treasury Management, Cash Management, CRM, Strategic Financial..., Wealth Management, SaaS, Sales Management, Sales, Sales Process, Strategy, Cloud Computing, Sales Operations, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 1987 — 1989
Business Administration, Finance
Saint Mary's College of California 1985 — 1987
Dan Henken, CFA Dan Henken, CFA's Wells Capital Management Experience 2004 - 2005
Job Investment Officer at Advantus Capital Management
Industry Investment Management
Experience
Advantus Capital Management July 2010 - Present
Securian Financial Group 2008 - July 2010
Capital Formation Strategies, Inc. 2005 - 2008
Wells Capital Management 2004 - 2005
Strong Capital Management 2002 - 2004
Skills
Investments, Portfolio Management, Series 7, Securities, Alternative Investments, Asset Management
Education
University of Wisconsin-Milwaukee 2004 — 2005
M.B.A., Investment Management
Ripon College 2000 — 2002
B.A., Business Administration
CFA Institute
CFA Charterholder
Advantus Capital Management July 2010 - Present
Securian Financial Group 2008 - July 2010
Capital Formation Strategies, Inc. 2005 - 2008
Wells Capital Management 2004 - 2005
Strong Capital Management 2002 - 2004
Skills
Investments, Portfolio Management, Series 7, Securities, Alternative Investments, Asset Management
Education
University of Wisconsin-Milwaukee 2004 — 2005
M.B.A., Investment Management
Ripon College 2000 — 2002
B.A., Business Administration
CFA Institute
CFA Charterholder
Andrea Paliulis Andrea Paliulis's Wells Capital Management Experience 2006 - 2007
Job Program Manager, PMP, CSM
Industry Marketing and Advertising
Experience
Razorfish August 2008 - Present
Self Employed January 2014 - June 2014
McCann Worldgroup July 2007 - August 2008
Wells Capital Management 2006 - 2007
Wells Fargo Merchant Payment Solutions 2004 - 2006
David Lefkowitz Management / Prawn Song Records 2000 - 2004
Skills
Certified Scrum Master..., Vendor Management, Web Project Management, Analytics, Business Analysis, MS Project, Business Continuity, Contract Negotiation, PMP, Website Development, Web Delivery, Marketing, Project Manager..., P & L Oversight, P & L Ownership, Global Deployment, Digital Strategy, Interactive Marketing, CRM Integration, Mobile Web Design, Digital Marketing, Leadership, Management, CQ5, Program Management, People Development, Show Jumping
Education
Washington University in St Louis 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature/Letters
Stanford University
Advanced Project Management
Razorfish August 2008 - Present
Self Employed January 2014 - June 2014
McCann Worldgroup July 2007 - August 2008
Wells Capital Management 2006 - 2007
Wells Fargo Merchant Payment Solutions 2004 - 2006
David Lefkowitz Management / Prawn Song Records 2000 - 2004
Skills
Certified Scrum Master..., Vendor Management, Web Project Management, Analytics, Business Analysis, MS Project, Business Continuity, Contract Negotiation, PMP, Website Development, Web Delivery, Marketing, Project Manager..., P & L Oversight, P & L Ownership, Global Deployment, Digital Strategy, Interactive Marketing, CRM Integration, Mobile Web Design, Digital Marketing, Leadership, Management, CQ5, Program Management, People Development, Show Jumping
Education
Washington University in St Louis 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature/Letters
Stanford University
Advanced Project Management
Ryan Ring Ryan Ring's Wells Capital Management Experience March 2010 - August 2012
Job Vice President at JPM Chase, NA.
Industry Investment Management
Experience
JPM Chase, NA. May 2015 - Present
Wells Fargo Private Bank August 2012 - May 2015
Wells Capital Management March 2010 - August 2012
Private Business January 2006 - January 2010
Education
Saint Mary's College of California 2006 — 2008
MS-FAIM, Finance
Saint Mary's College of California 2006 — 2008
MBA, Business
University of Redlands 2002 — 2005
B.S. Business, Business
University of Redlands 2002 — 2005
B.A. Economics, International Economics
Amador Valley High
JPM Chase, NA. May 2015 - Present
Wells Fargo Private Bank August 2012 - May 2015
Wells Capital Management March 2010 - August 2012
Private Business January 2006 - January 2010
Education
Saint Mary's College of California 2006 — 2008
MS-FAIM, Finance
Saint Mary's College of California 2006 — 2008
MBA, Business
University of Redlands 2002 — 2005
B.S. Business, Business
University of Redlands 2002 — 2005
B.A. Economics, International Economics
Amador Valley High
Matt Frankovis Matt Frankovis's Wells Capital Management Experience February 2010 - Present
Job Institutional RFP Specialist at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management February 2010 - Present
Wells Fargo Advantage Funds October 2008 - February 2010
Walgreens December 2004 - July 2008
Skills
Investments, Portfolio Management, Asset Allocation, Fixed Income, Asset Management, Mutual Funds, Equities, Securities, Series 7, Financial Analysis, Series 63, Trading, Valuation, Alternative Investments
Education
Marquette University 1999 — 2003
Bachelor of Science (BS), Finance, Economics
Prairie School
Wells Capital Management February 2010 - Present
Wells Fargo Advantage Funds October 2008 - February 2010
Walgreens December 2004 - July 2008
Skills
Investments, Portfolio Management, Asset Allocation, Fixed Income, Asset Management, Mutual Funds, Equities, Securities, Series 7, Financial Analysis, Series 63, Trading, Valuation, Alternative Investments
Education
Marquette University 1999 — 2003
Bachelor of Science (BS), Finance, Economics
Prairie School
Stephen Lucchese's Wells Capital Management Experience November 2004 - October 2007
Job Strategic Advisor at Serenity First
Industry Financial Services
Experience
Serenity First January 2015 - Present
My Goods Market January 2014 - May 2014
Leader Technologies July 2013 - January 2014
Opes Advisors August 2011 - July 2013
Frisco Capital October 2009 - August 2011
Lucchese Family Properties November 2008 - October 2009
Self Employed October 2007 - November 2008
L&M Investors January 2007 - December 2007
Wells Capital Management November 2004 - October 2007
John A. Mangini & Company, LLP 2003 - 2004
Skills
Private Equity, Corporate Finance, IPO, Investments, Financial Analysis, Bloomberg, Alternative Investments, Financial Modeling, Asset Managment, Portfolio Management, Valuation, Equities, Fixed Income, Investment Management, Capital Markets, Investment Strategies, Asset Allocation, Banking, Wealth Management, Financial Services
Education
Saint Mary's College of California 2005 — 2006
MS-FAIM, financial analysis and investment management
Saint Mary's College of California 2003 — 2005
MBA, finance
Saint Mary's College of California 2001 — 2003
BS, business administration
University of California, Santa Barbara 1998 — 2000
Economics
Serenity First January 2015 - Present
My Goods Market January 2014 - May 2014
Leader Technologies July 2013 - January 2014
Opes Advisors August 2011 - July 2013
Frisco Capital October 2009 - August 2011
Lucchese Family Properties November 2008 - October 2009
Self Employed October 2007 - November 2008
L&M Investors January 2007 - December 2007
Wells Capital Management November 2004 - October 2007
John A. Mangini & Company, LLP 2003 - 2004
Skills
Private Equity, Corporate Finance, IPO, Investments, Financial Analysis, Bloomberg, Alternative Investments, Financial Modeling, Asset Managment, Portfolio Management, Valuation, Equities, Fixed Income, Investment Management, Capital Markets, Investment Strategies, Asset Allocation, Banking, Wealth Management, Financial Services
Education
Saint Mary's College of California 2005 — 2006
MS-FAIM, financial analysis and investment management
Saint Mary's College of California 2003 — 2005
MBA, finance
Saint Mary's College of California 2001 — 2003
BS, business administration
University of California, Santa Barbara 1998 — 2000
Economics
Liz Beckner's Wells Capital Management Experience 2007 - Present
Job Administraitive Assistant at Wells Capital Management
Industry Investment Management
Experience
Good Deed Design September 2012 - Present
Wells Capital Management 2007 - Present
The Ink Well June 2005 - June 2007
Invensys 2004 - 2004
Skills
Logo Design, Graphic Design, Art Direction, Marketing, Marketing Communications, Photoshop, Social Media, Project Management, Marketing Strategy, Event Planning, New Business Development, Layout, Image Editing, Typography, Social Media Marketing, InDesign, Customer Service, Illustrator, Leadership
Education
Purdue University 2001 — 2005
Bachelor of Arts, Graphic Design, Minors in English and Psychology
Schaumburg High School 1998 — 2001
St. Peters
Good Deed Design September 2012 - Present
Wells Capital Management 2007 - Present
The Ink Well June 2005 - June 2007
Invensys 2004 - 2004
Skills
Logo Design, Graphic Design, Art Direction, Marketing, Marketing Communications, Photoshop, Social Media, Project Management, Marketing Strategy, Event Planning, New Business Development, Layout, Image Editing, Typography, Social Media Marketing, InDesign, Customer Service, Illustrator, Leadership
Education
Purdue University 2001 — 2005
Bachelor of Arts, Graphic Design, Minors in English and Psychology
Schaumburg High School 1998 — 2001
St. Peters
Nicole Hiller Nicole Hiller's Wells Capital Management Experience April 2008 - March 2011
Job Registered Client Service Associate
Industry Financial Services
Experience
UBS Financial Services Inc March 2011 - Present
Wells Capital Management April 2008 - March 2011
Advantus Capital Management October 2005 - April 2008
Smith Barney March 2000 - September 2005
Skills
Asset Allocation, Fixed Income, Mutual Funds, Series 63, Bonds, Securities, Bloomberg, Series 7, Investments, Asset Managment, Wealth Management, Portfolio Management, Alternative Investments, Equities
Education
Stillwater High School 1990 — 1994
Saint Mary's University of Minnesota
BS, Double Major BS -Marketing & Business
UBS Financial Services Inc March 2011 - Present
Wells Capital Management April 2008 - March 2011
Advantus Capital Management October 2005 - April 2008
Smith Barney March 2000 - September 2005
Skills
Asset Allocation, Fixed Income, Mutual Funds, Series 63, Bonds, Securities, Bloomberg, Series 7, Investments, Asset Managment, Wealth Management, Portfolio Management, Alternative Investments, Equities
Education
Stillwater High School 1990 — 1994
Saint Mary's University of Minnesota
BS, Double Major BS -Marketing & Business
Jason Noack's Wells Capital Management Experience January 2002 - April 2005
Job Program Manager at Russell Investments
Industry Investment Management
Experience
Russell Investments September 2010 - Present
Russell Investments April 2005 - September 2010
Wells Capital Management January 2002 - April 2005
Strong Financial Corporation January 2002 - April 2005
United States Marine Corps June 1994 - May 1999
Skills
Investments, Portfolio Management, Mutual Funds, Securities, Derivatives, Investment Management, Asset Allocation, Investment Strategies, Alternative Investments, Cross-functional Team..., Hedge Funds, Fixed Income, Process Improvement, Equities, Product Management, Asset Managment, Financial Services, Asset Management, Management, Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Project, SharePoint, Project Management, Data Analysis, Visio, Process Flow, Stage-Gate, Project Governance, Program Management, Contract Negotiation, Contract Management, ERISA, FINRA, Retirement, Separately Managed..., Defined Contribution, Project Planning
Education
Southern Illinois University, Carbondale 1999 — 2002
B.S., Financial Management, 3.73 Cum Laude
BSHS 1990 — 1994
Russell Investments September 2010 - Present
Russell Investments April 2005 - September 2010
Wells Capital Management January 2002 - April 2005
Strong Financial Corporation January 2002 - April 2005
United States Marine Corps June 1994 - May 1999
Skills
Investments, Portfolio Management, Mutual Funds, Securities, Derivatives, Investment Management, Asset Allocation, Investment Strategies, Alternative Investments, Cross-functional Team..., Hedge Funds, Fixed Income, Process Improvement, Equities, Product Management, Asset Managment, Financial Services, Asset Management, Management, Risk Management, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Project, SharePoint, Project Management, Data Analysis, Visio, Process Flow, Stage-Gate, Project Governance, Program Management, Contract Negotiation, Contract Management, ERISA, FINRA, Retirement, Separately Managed..., Defined Contribution, Project Planning
Education
Southern Illinois University, Carbondale 1999 — 2002
B.S., Financial Management, 3.73 Cum Laude
BSHS 1990 — 1994
Stephanie Grant Stephanie Grant's Wells Capital Management Experience August 2004 - June 2005
Job AVP, Corporate Communications at Wells Fargo
Industry Public Relations and Communications
Experience
Wells Fargo March 2014 - Present
Scripps Health October 2013 - March 2014
Scripps Health October 2008 - October 2013
IABC San Diego January 2010 - July 2011
Wells Fargo June 2005 - October 2008
Wells Capital Management August 2004 - June 2005
City of Eden Prairie March 2001 - August 2004
Weber Shandwick Worldwide May 1999 - August 1999
HOM-TV May 1998 - May 1999
Skills
Public Relations, Internal Communications, Strategic Communications, Corporate Communications, Crisis Communications, Communication Training, Media Relations, Advertising, Community Development, Copywriting, Integrated Marketing, Journalism, Leadership, Management, Marketing, Newsletters, Nonprofits, Press Releases, Program Management, Social Media, Social Media Marketing, Speech Writing, Storytelling
Education
Michigan State University 1996 — 2000
Bachelors, Journalism
Wells Fargo March 2014 - Present
Scripps Health October 2013 - March 2014
Scripps Health October 2008 - October 2013
IABC San Diego January 2010 - July 2011
Wells Fargo June 2005 - October 2008
Wells Capital Management August 2004 - June 2005
City of Eden Prairie March 2001 - August 2004
Weber Shandwick Worldwide May 1999 - August 1999
HOM-TV May 1998 - May 1999
Skills
Public Relations, Internal Communications, Strategic Communications, Corporate Communications, Crisis Communications, Communication Training, Media Relations, Advertising, Community Development, Copywriting, Integrated Marketing, Journalism, Leadership, Management, Marketing, Newsletters, Nonprofits, Press Releases, Program Management, Social Media, Social Media Marketing, Speech Writing, Storytelling
Education
Michigan State University 1996 — 2000
Bachelors, Journalism
Stacey Billy, MBC Stacey Billy, MBC's Wells Capital Management Experience 1997 - 2002
Job Director, Marketing Communications | ResultsDrive Marketing
Industry Information Technology and Services
Experience
HID Global, an Assa Abloy Company 2013 - 2014
Boston Scientific 2010 - 2012
Paisley Software, acquired by Thomson Reuters 2004 - 2010
U.S. Bank 2002 - 2003
Wells Capital Management 1997 - 2002
Skills
Advertising, B2B, Brand Management, Collateral, Competitive Analysis, Corporate Branding, Digital Marketing, Direct Marketing, Email Marketing, Event Management, Integrated Marketing, Internal & External..., Lead Generation, Leadership, Market Analysis, Marketing Communications, Marketing Management, Market Planning, Media Planning, Product Launch, Product Marketing, Public Relations, Online Campaign..., Social Media Marketing, Web Marketing, Marketing, Strategic Planning, Cross-functional Team..., Strategic Partnerships, Marketing Strategy, B2B Marketing, Strategy, Internal Communications, SEO, Strategic Communications, Trade Shows, Newsletters, Creative Direction, Social Media, Direct Mail, CRM, Management
Education
University of St. Thomas - Opus College of Business
Masters Business Communications, Communications and Marketing
St. Cloud State University
Bachlor of Science, Marketing
HID Global, an Assa Abloy Company 2013 - 2014
Boston Scientific 2010 - 2012
Paisley Software, acquired by Thomson Reuters 2004 - 2010
U.S. Bank 2002 - 2003
Wells Capital Management 1997 - 2002
Skills
Advertising, B2B, Brand Management, Collateral, Competitive Analysis, Corporate Branding, Digital Marketing, Direct Marketing, Email Marketing, Event Management, Integrated Marketing, Internal & External..., Lead Generation, Leadership, Market Analysis, Marketing Communications, Marketing Management, Market Planning, Media Planning, Product Launch, Product Marketing, Public Relations, Online Campaign..., Social Media Marketing, Web Marketing, Marketing, Strategic Planning, Cross-functional Team..., Strategic Partnerships, Marketing Strategy, B2B Marketing, Strategy, Internal Communications, SEO, Strategic Communications, Trade Shows, Newsletters, Creative Direction, Social Media, Direct Mail, CRM, Management
Education
University of St. Thomas - Opus College of Business
Masters Business Communications, Communications and Marketing
St. Cloud State University
Bachlor of Science, Marketing
Matthew Stemper Matthew Stemper's Wells Capital Management Experience April 2010 - September 2010
Job Money Market Trader at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management March 2015 - Present
Thrivent Asset Management October 2014 - March 2015
Thrivent Asset Management September 2012 - October 2014
State of Wisconsin - The Office of the Governor May 2011 - December 2011
Wells Capital Management April 2010 - September 2010
Marquette University September 2008 - April 2010
Wells Fargo Equipment Finance June 2008 - August 2008
Education
Passed Level III of the CFA Program
Marquette University
Bachelor of Science, Finance
University of Wisconsin-Madison
Benilde-St. Margaret's
High School
Thrivent Asset Management March 2015 - Present
Thrivent Asset Management October 2014 - March 2015
Thrivent Asset Management September 2012 - October 2014
State of Wisconsin - The Office of the Governor May 2011 - December 2011
Wells Capital Management April 2010 - September 2010
Marquette University September 2008 - April 2010
Wells Fargo Equipment Finance June 2008 - August 2008
Education
Passed Level III of the CFA Program
Marquette University
Bachelor of Science, Finance
University of Wisconsin-Madison
Benilde-St. Margaret's
High School
Abdihillal Afrah Abdihillal Afrah's Wells Capital Management Experience February 2007 - February 2008
Job ADR/Global Network Management at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments June 2002 - Present
Wells Capital Management February 2007 - February 2008
Hinkley, Allen and Snyder LLP September 1996 - January 2001
Skills
Databases, Analysis, Training, Troubleshooting, Access, Integration, Business Analysis, Vendor Management, Data Analysis, Leadership, Process Improvement, Microsoft Office, Team Leadership, Financial Analysis, Risk Management
Education
Bay State Shool of Technology 1998 — 2000
Information Technology, Electronics / Micro Processor
Roxbury Community College 1997 — 1998
Liberal Arts, Mathematics
Wells Fargo Investments June 2002 - Present
Wells Capital Management February 2007 - February 2008
Hinkley, Allen and Snyder LLP September 1996 - January 2001
Skills
Databases, Analysis, Training, Troubleshooting, Access, Integration, Business Analysis, Vendor Management, Data Analysis, Leadership, Process Improvement, Microsoft Office, Team Leadership, Financial Analysis, Risk Management
Education
Bay State Shool of Technology 1998 — 2000
Information Technology, Electronics / Micro Processor
Roxbury Community College 1997 — 1998
Liberal Arts, Mathematics
Hugo Alexander Argueta Hugo Alexander Argueta's Wells Capital Management Experience November 2014 - Present
Job Trading Operations at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management November 2014 - Present
MFS Investment Management July 2012 - December 2014
US Bank April 2006 - November 2012
Equiserve Trust Company February 2001 - May 2005
Skills
Corporate Finance, Investment Banking, Fund Administration, Accounting, Compliance, Mortgage Servicing, Derivatives, Fixed Income Products, Equities, Bonds, Hedge Funds, Audit, Operations, Account Reconciliation, Fixed Income, Trading
Education
Brockton High School
Massasoit Community College
Associate's degree, Business Administration and Management, General, B
Wells Capital Management November 2014 - Present
MFS Investment Management July 2012 - December 2014
US Bank April 2006 - November 2012
Equiserve Trust Company February 2001 - May 2005
Skills
Corporate Finance, Investment Banking, Fund Administration, Accounting, Compliance, Mortgage Servicing, Derivatives, Fixed Income Products, Equities, Bonds, Hedge Funds, Audit, Operations, Account Reconciliation, Fixed Income, Trading
Education
Brockton High School
Massasoit Community College
Associate's degree, Business Administration and Management, General, B
Gabriel Paganin Gabriel Paganin's Wells Capital Management Experience June 2015 - August 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
Wells Capital Management June 2015 - August 2015
Alpha Kappa Lambda November 2013 - January 2015
EY June 2014 - August 2014
LBSA August 2013 - December 2013
Entravision Communications May 2013 - August 2013
LBSA January 2013 - May 2013
Vector Marketing June 2012 - August 2012
Skills
Website Development, Public Speaking, Communication, Mathematics, Double Bass, Spanish, Brazilian Portuguese, Social Media Marketing, Customer Service, Social Networking, Microsoft Excel, Teamwork, Leadership, PowerPoint, Social Media, Microsoft Word, Event Planning, Facebook, Research, Data Analysis, Microsoft Office, Music
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Santa Monica College 2010 — 2011
Accounting
Wells Capital Management June 2015 - August 2015
Alpha Kappa Lambda November 2013 - January 2015
EY June 2014 - August 2014
LBSA August 2013 - December 2013
Entravision Communications May 2013 - August 2013
LBSA January 2013 - May 2013
Vector Marketing June 2012 - August 2012
Skills
Website Development, Public Speaking, Communication, Mathematics, Double Bass, Spanish, Brazilian Portuguese, Social Media Marketing, Customer Service, Social Networking, Microsoft Excel, Teamwork, Leadership, PowerPoint, Social Media, Microsoft Word, Event Planning, Facebook, Research, Data Analysis, Microsoft Office, Music
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor's Degree, Business Administration and Management, General
Santa Monica College 2010 — 2011
Accounting
Mai Merkt (Huynh) Mai Merkt (Huynh)'s Wells Capital Management Experience June 2010 - Present
Job Institutional Asset Management at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management June 2010 - Present
Wells Fargo Asset Management July 2011 - September 2014
Wells Fargo October 2008 - June 2010
Wells Fargo Bank 2004 - 2008
Bank of America 2000 - 2004
Skills
Business Development, Project Management, Building Relationships, Social Media, Relationship Management, Account Management, Investment Management, Social Networking, Mutual Funds, Asset Managment, Series 66, Fixed Income, Microsoft Excel, PowerPoint, Uniform Combined State..., Start-ups, Series 7, Marketing, Strategic Planning, Strategic Sales, Asset Management, Financial Services, Wealth Management, Private Banking, Investment Advisory, Credit, Loans, Finance, Financial Markets, Investments
Education
San Jose State University
Bachelors of Science, Finance
University of California, Berkeley
Wells Capital Management June 2010 - Present
Wells Fargo Asset Management July 2011 - September 2014
Wells Fargo October 2008 - June 2010
Wells Fargo Bank 2004 - 2008
Bank of America 2000 - 2004
Skills
Business Development, Project Management, Building Relationships, Social Media, Relationship Management, Account Management, Investment Management, Social Networking, Mutual Funds, Asset Managment, Series 66, Fixed Income, Microsoft Excel, PowerPoint, Uniform Combined State..., Start-ups, Series 7, Marketing, Strategic Planning, Strategic Sales, Asset Management, Financial Services, Wealth Management, Private Banking, Investment Advisory, Credit, Loans, Finance, Financial Markets, Investments
Education
San Jose State University
Bachelors of Science, Finance
University of California, Berkeley
Mark Romano, CFA Mark Romano, CFA's Wells Capital Management Experience 1995 - 1997
Job Executive Vice President at PIMCO
Industry Investment Management
Experience
PIMCO 1997 - Present
Wells Capital Management 1995 - 1997
Pacifica Mutual Funds 1983 - 1995
Skills
Investment Management, Fixed Income, Alternative Investments, Commodity Markets, Hedge Funds, Private Equity, Asset Allocation, Inflation-indexed bond, Emerging Markets, Equities, Risk Management, Portfolio Management, Public Speaking, Presentation Skills, TV News Production, Capital Markets, Mutual Funds, Investments, Asset Management, Investment Strategies
Education
San Diego State University-California State University
Master of Business Administration (MBA), Finance
Shippensburg University of Pennsylvania
Bachelor of Science (BS), Accounting
PIMCO 1997 - Present
Wells Capital Management 1995 - 1997
Pacifica Mutual Funds 1983 - 1995
Skills
Investment Management, Fixed Income, Alternative Investments, Commodity Markets, Hedge Funds, Private Equity, Asset Allocation, Inflation-indexed bond, Emerging Markets, Equities, Risk Management, Portfolio Management, Public Speaking, Presentation Skills, TV News Production, Capital Markets, Mutual Funds, Investments, Asset Management, Investment Strategies
Education
San Diego State University-California State University
Master of Business Administration (MBA), Finance
Shippensburg University of Pennsylvania
Bachelor of Science (BS), Accounting
Laura Lake, CFA's Wells Capital Management Experience September 2005 - May 2010
Job
Industry Investment Management
Experience
Standish Mellon Asset Management May 2010 - Present
Wells Capital Management September 2005 - May 2010
HSBC September 2002 - September 2005
Wells Capital Management June 1998 - January 2001
Education
London Business School 2001 — 2002
MS
University of North Carolina at Chapel Hill 1993 — 1997
BA
Standish Mellon Asset Management May 2010 - Present
Wells Capital Management September 2005 - May 2010
HSBC September 2002 - September 2005
Wells Capital Management June 1998 - January 2001
Education
London Business School 2001 — 2002
MS
University of North Carolina at Chapel Hill 1993 — 1997
BA
Leslie Hultgren's Wells Capital Management Experience July 2008 - May 2012
Job Vice President Client Services
Industry Investment Management
Experience
Fiduciary Management, Inc. June 2012 - Present
Wells Capital Management July 2008 - May 2012
Education
Marquette University 2004 — 2008
Bachelor of Science (BS), Finance, Marketing
Fiduciary Management, Inc. June 2012 - Present
Wells Capital Management July 2008 - May 2012
Education
Marquette University 2004 — 2008
Bachelor of Science (BS), Finance, Marketing
Chenggang Wang Chenggang Wang's Wells Capital Management Experience September 2009 - Present
Job Senior Application System Engineer
Industry Financial Services
Experience
Wells Capital Management September 2009 - Present
Evergreen Investments June 2006 - September 2009
HSBC Card Services April 2005 - June 2006
First Guarantee Mortgage, LLC January 2003 - April 2005
Dale Laboratories February 2002 - July 2002
Skills
C#, .NET, SQL, Fixed Income, Java, Trading Systems, Microsoft SQL Server, ASP.NET, Asset Management, Bloomberg, Crystal Reports
Education
Rochester Institute of Technology 2001 — 2003
Master, Computer Science
University of Rochester 1999 — 2000
Master, Mechanical Engineering
Tongji University 1991 — 1996
BS, Mechanical Engineering
Wells Capital Management September 2009 - Present
Evergreen Investments June 2006 - September 2009
HSBC Card Services April 2005 - June 2006
First Guarantee Mortgage, LLC January 2003 - April 2005
Dale Laboratories February 2002 - July 2002
Skills
C#, .NET, SQL, Fixed Income, Java, Trading Systems, Microsoft SQL Server, ASP.NET, Asset Management, Bloomberg, Crystal Reports
Education
Rochester Institute of Technology 2001 — 2003
Master, Computer Science
University of Rochester 1999 — 2000
Master, Mechanical Engineering
Tongji University 1991 — 1996
BS, Mechanical Engineering
Jamaal Burton Jamaal Burton's Wells Capital Management Experience February 2011 - February 2013
Job Campus Recruiter at Capital One
Industry Human Resources
Experience
Capital One February 2013 - Present
Wells Capital Management February 2011 - February 2013
Freddie Mac July 2010 - February 2011
Wells Fargo Private Mortgage Bank January 2008 - March 2010
Wells Fargo Home Mortgage February 2006 - January 2008
Wells Fargo Capital Finance August 2005 - November 2005
Skills
Technical Recruiting, Recruiting, Human Resources, Employee Benefits, Benefits Administration, HRIS, training, Public Speaking, Public Relations, EEO, AAP, Employee Relations
Education
Shaw University 2004 — 2010
BA, political science
University of Maryland University College
MS, Human Resources Management and Services
Capital One February 2013 - Present
Wells Capital Management February 2011 - February 2013
Freddie Mac July 2010 - February 2011
Wells Fargo Private Mortgage Bank January 2008 - March 2010
Wells Fargo Home Mortgage February 2006 - January 2008
Wells Fargo Capital Finance August 2005 - November 2005
Skills
Technical Recruiting, Recruiting, Human Resources, Employee Benefits, Benefits Administration, HRIS, training, Public Speaking, Public Relations, EEO, AAP, Employee Relations
Education
Shaw University 2004 — 2010
BA, political science
University of Maryland University College
MS, Human Resources Management and Services
Lindsey Edler's Wells Capital Management Experience November 2009 - March 2011
Job Owner at Vulpine Technology Corporation
Industry Information Technology and Services
Experience
Vulpine Technology Corporation March 2011 - Present
Wells Capital Management November 2009 - March 2011
Evergreen Investments March 2007 - November 2009
Legg Mason Investment Counsel 2005 - 2007
T. Rowe Price 2000 - 2005
T. Rowe Price 2000 - 2002
Skills
Fixed Income, Trading Systems, Asset Managment, Equities, Portfolio Management, Trading, Business Analysis, Bloomberg, Securities, Investments, Mutual Funds, Risk Management, Derivatives, Financial Services, Hedge Funds, Electronic Trading, Options, SQL, Series 7, SDLC, Asset Management, Investment Management, Order Management
Education
Salisbury University 1995 — 1999
BACHELORS, English
Vulpine Technology Corporation March 2011 - Present
Wells Capital Management November 2009 - March 2011
Evergreen Investments March 2007 - November 2009
Legg Mason Investment Counsel 2005 - 2007
T. Rowe Price 2000 - 2005
T. Rowe Price 2000 - 2002
Skills
Fixed Income, Trading Systems, Asset Managment, Equities, Portfolio Management, Trading, Business Analysis, Bloomberg, Securities, Investments, Mutual Funds, Risk Management, Derivatives, Financial Services, Hedge Funds, Electronic Trading, Options, SQL, Series 7, SDLC, Asset Management, Investment Management, Order Management
Education
Salisbury University 1995 — 1999
BACHELORS, English
Sheila Sule Sheila Sule's Wells Capital Management Experience 2011 - 2013
Job Project Coordinator at The Boston Company Asset Management, LLC
Industry Financial Services
Experience
Wells Capital Management 2011 - 2013
Evergreen Investments Management Company 2005 - 2011
Evergreen Investments Management Company 2000 - 2005
Skills
Dependable Team Player, Ad Hoc Reporting, Vendor Management, Collaboration, Account Reconciliation, Equities, Investments, Internal & External..., Pay Close Attention to..., Invoice Processing, Financial Services, Managerial Finance, Bloomberg Terminal, Trading, Follow Through, Multitasking Skills, Self-starter, Organizational..., Quick Study, Eze Castle, Soft Dollars, Pivot Tables, Resourceful..., Commission and Trade..., Mutual Funds, Work Well Independently, Flexibility, Multiple Projects..., Investment Management..., Adaptable to Changes, Time Management, Business Analysis, Project Management, Asset Management, Analysis, Process Improvement
Education
Regis College
Bachelor's Degree, Business Administration and Management, General
Wells Capital Management 2011 - 2013
Evergreen Investments Management Company 2005 - 2011
Evergreen Investments Management Company 2000 - 2005
Skills
Dependable Team Player, Ad Hoc Reporting, Vendor Management, Collaboration, Account Reconciliation, Equities, Investments, Internal & External..., Pay Close Attention to..., Invoice Processing, Financial Services, Managerial Finance, Bloomberg Terminal, Trading, Follow Through, Multitasking Skills, Self-starter, Organizational..., Quick Study, Eze Castle, Soft Dollars, Pivot Tables, Resourceful..., Commission and Trade..., Mutual Funds, Work Well Independently, Flexibility, Multiple Projects..., Investment Management..., Adaptable to Changes, Time Management, Business Analysis, Project Management, Asset Management, Analysis, Process Improvement
Education
Regis College
Bachelor's Degree, Business Administration and Management, General
Casey North's Wells Capital Management Experience June 2010 - June 2014
Job Commercial Banking
Industry Banking
Experience
Wells Fargo June 2014 - Present
US Navy Reserve March 2013 - Present
Wells Capital Management June 2010 - June 2014
Wells Fargo Bank August 2009 - June 2010
Salin Bank & Trust October 2008 - July 2009
Skills
Branding & Identity, Adobe Creative Suite, Microsoft Office, Graphic Design, InDesign, Marketing, Web Design, Illustrator, Marketing Communications, Microsoft Excel, Financial Services, Customer Service, Microsoft Word, PowerPoint, Web Development, Digital Marketing, Investments, Sales
Education
Purdue University 2004 — 2008
BA, Graphic Design, Economics, Communication
Wells Fargo June 2014 - Present
US Navy Reserve March 2013 - Present
Wells Capital Management June 2010 - June 2014
Wells Fargo Bank August 2009 - June 2010
Salin Bank & Trust October 2008 - July 2009
Skills
Branding & Identity, Adobe Creative Suite, Microsoft Office, Graphic Design, InDesign, Marketing, Web Design, Illustrator, Marketing Communications, Microsoft Excel, Financial Services, Customer Service, Microsoft Word, PowerPoint, Web Development, Digital Marketing, Investments, Sales
Education
Purdue University 2004 — 2008
BA, Graphic Design, Economics, Communication
Jay Nabedian Jay Nabedian's Wells Capital Management Experience January 2005 - January 2006
Job Business Application Developer at Old Republic Risk Management, Inc.
Industry Computer Software
Experience
Old Republic Risk Management, Inc. March 2015 - Present
IdeaNova Technologies, Inc. April 2014 - February 2015
K+K America March 2006 - April 2014
Wells Capital Management January 2005 - January 2006
Strong Capital Management July 1999 - December 2004
Quad/Graphics July 1995 - June 1999
Skills
SQL, JavaScript, MySQL, Linux, Java, Agile Methodologies, Software Development, Microsoft SQL Server, Java Enterprise Edition, PHP, Unix, Apache, SOAP, SoapUI, Eclipse, DB2
Education
Marquette University 1988 — 1992
BS, Electrical and Computer Engineering
Old Republic Risk Management, Inc. March 2015 - Present
IdeaNova Technologies, Inc. April 2014 - February 2015
K+K America March 2006 - April 2014
Wells Capital Management January 2005 - January 2006
Strong Capital Management July 1999 - December 2004
Quad/Graphics July 1995 - June 1999
Skills
SQL, JavaScript, MySQL, Linux, Java, Agile Methodologies, Software Development, Microsoft SQL Server, Java Enterprise Edition, PHP, Unix, Apache, SOAP, SoapUI, Eclipse, DB2
Education
Marquette University 1988 — 1992
BS, Electrical and Computer Engineering
Jonathan Sadowsky Jonathan Sadowsky's Wells Capital Management Experience November 2007 - December 2007
Job Fixed Income Portfolio Manager and Global Macroeconomic Strategist at Vaca Creek Asset Management
Industry Investment Management
Experience
Vaca Creek Asset Management LLC May 2010 - Present
Browndorf Private Equity Management March 2008 - February 2010
Wells Capital Management November 2007 - December 2007
Barclays Global Investors June 2002 - October 2007
Worldco Financial Services January 2002 - June 2002
American Century Investments May 2000 - November 2001
Merrill Lynch March 1999 - February 2000
Donaldson, Lufkin & Jenrette June 1997 - February 1999
NatWest June 1996 - May 1997
Citibank September 1993 - June 1996
Skills
Fixed Income, Derivatives, Hedge Funds, Trading, Portfolio Management, Asset Managment, Credit Derivatives, Equities, Eye for Details, Risk Management, Macroeconomics, Global Macro, Market Analysis, Macro Analysis, Portfolio Optimization, Modern Portfolio Theory, Federal Reserve, Market Research, Global Strategy, Asset Allocation, ETFs, Bonds, Investment Portfolio, Central Banks, ECB, CDS, Market Risk, Investment Strategies, Sovereign Debt, Commodity, Securities, MBS, Investments, Hedging, Trading Strategies, Monetary Policy, Liquidity Management, Liquidity Risk, Repo, Equity Derivatives, Investment Management, Investment Research, Options, Valuation, Emerging Markets, Quantitative Analytics, Financial Structuring, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Financial Engineering
Lehigh University 1989 — 1993
BS, Material Science and Engineering
Vaca Creek Asset Management LLC May 2010 - Present
Browndorf Private Equity Management March 2008 - February 2010
Wells Capital Management November 2007 - December 2007
Barclays Global Investors June 2002 - October 2007
Worldco Financial Services January 2002 - June 2002
American Century Investments May 2000 - November 2001
Merrill Lynch March 1999 - February 2000
Donaldson, Lufkin & Jenrette June 1997 - February 1999
NatWest June 1996 - May 1997
Citibank September 1993 - June 1996
Skills
Fixed Income, Derivatives, Hedge Funds, Trading, Portfolio Management, Asset Managment, Credit Derivatives, Equities, Eye for Details, Risk Management, Macroeconomics, Global Macro, Market Analysis, Macro Analysis, Portfolio Optimization, Modern Portfolio Theory, Federal Reserve, Market Research, Global Strategy, Asset Allocation, ETFs, Bonds, Investment Portfolio, Central Banks, ECB, CDS, Market Risk, Investment Strategies, Sovereign Debt, Commodity, Securities, MBS, Investments, Hedging, Trading Strategies, Monetary Policy, Liquidity Management, Liquidity Risk, Repo, Equity Derivatives, Investment Management, Investment Research, Options, Valuation, Emerging Markets, Quantitative Analytics, Financial Structuring, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Financial Engineering
Lehigh University 1989 — 1993
BS, Material Science and Engineering
Kandarp Acharya, CFA, FRM's Wells Capital Management Experience August 2013 - Present
Job Senior Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2013 - Present
The Clearing House 2010 - Present
CFA Society of San Francisco July 2012 - June 2015
University of San Francisco October 2010 - July 2014
PALS P.T.O. 2011 - May 2014
Wells Fargo Wealth Management Group May 2011 - July 2013
Wells Fargo Wealth Management Group February 2008 - April 2011
CFA Society of Milwaukee July 2006 - January 2008
Wells Fargo Funds Management LLC January 2005 - January 2008
Strong Capital Management, Inc January 2001 - December 2004
Skills
Capital Markets, Asset Allocation, Quantitative Analysis, Tactical Asset..., Portfolio Management, Investments, Portfolio Optimization, Risk Modeling, Risk Management, Retirement Income..., Equities, Fixed Income, Global Tactical Asset..., Due Diligence, Quantitative Analytics, Financial Risk, Alternative Investments, Analysis, Analytics, Asset Management, Credit, Economics, Hedge Funds, Retirement, Strategy, Mutual Funds
Education
The University of Chicago 1997 — 1999
MBA
Marquette University 1988 — 1990
MS
MS University, Baroda 1981 — 1985
B.E.
Wells Capital Management August 2013 - Present
The Clearing House 2010 - Present
CFA Society of San Francisco July 2012 - June 2015
University of San Francisco October 2010 - July 2014
PALS P.T.O. 2011 - May 2014
Wells Fargo Wealth Management Group May 2011 - July 2013
Wells Fargo Wealth Management Group February 2008 - April 2011
CFA Society of Milwaukee July 2006 - January 2008
Wells Fargo Funds Management LLC January 2005 - January 2008
Strong Capital Management, Inc January 2001 - December 2004
Skills
Capital Markets, Asset Allocation, Quantitative Analysis, Tactical Asset..., Portfolio Management, Investments, Portfolio Optimization, Risk Modeling, Risk Management, Retirement Income..., Equities, Fixed Income, Global Tactical Asset..., Due Diligence, Quantitative Analytics, Financial Risk, Alternative Investments, Analysis, Analytics, Asset Management, Credit, Economics, Hedge Funds, Retirement, Strategy, Mutual Funds
Education
The University of Chicago 1997 — 1999
MBA
Marquette University 1988 — 1990
MS
MS University, Baroda 1981 — 1985
B.E.
Patrick Frazier Patrick Frazier's Wells Capital Management Experience July 2001 - March 2004
Job Financial / Credit Analyst
Industry Financial Services
Experience
UBS March 2014 - Present
UBS 2014 - 2014
Apperio October 2013 - October 2013
salesforce.com March 2012 - October 2012
Wells Fargo March 2004 - September 2011
Wells Capital Management July 2001 - March 2004
US Navy May 1990 - July 1999
Skills
Corporate Finance, Business Modeling, Cost Analysis, Project Finance, Project Portfolio..., Risk Analysis, Banking, Banking Relationships, Portfolio Management, Asset Allocation, Tactical Asset..., Investment Selection, Fixed Annuities, Portfolio Strategy, Liquidity Management, Liquidity Risk, Financial Risk, Forecast Modeling, Expense Budgeting, Budgeting, Cash Flow, Variance Analysis, Ad Hoc Reporting, Monthly Reporting, Quantitative Finance, Stochastic Modeling, Risk Modelling, Credit Portfolio..., Lines Of Credit, Cost Allocation, Treasury Management, Team Management, Team Leadership, Training/Mentoring, Analysis, Mortgage Banking, Risk Management, Finance, Forecasting, Securities, Budgets
Education
Stanford Graduate School of Business 1999 — 2001
MBA, Finance
Loyola University New Orleans 1986 — 1990
Bachelor's in Business Administration, Finance
Montgomery Bell Academy 1981 — 1986
High School Degree
UBS March 2014 - Present
UBS 2014 - 2014
Apperio October 2013 - October 2013
salesforce.com March 2012 - October 2012
Wells Fargo March 2004 - September 2011
Wells Capital Management July 2001 - March 2004
US Navy May 1990 - July 1999
Skills
Corporate Finance, Business Modeling, Cost Analysis, Project Finance, Project Portfolio..., Risk Analysis, Banking, Banking Relationships, Portfolio Management, Asset Allocation, Tactical Asset..., Investment Selection, Fixed Annuities, Portfolio Strategy, Liquidity Management, Liquidity Risk, Financial Risk, Forecast Modeling, Expense Budgeting, Budgeting, Cash Flow, Variance Analysis, Ad Hoc Reporting, Monthly Reporting, Quantitative Finance, Stochastic Modeling, Risk Modelling, Credit Portfolio..., Lines Of Credit, Cost Allocation, Treasury Management, Team Management, Team Leadership, Training/Mentoring, Analysis, Mortgage Banking, Risk Management, Finance, Forecasting, Securities, Budgets
Education
Stanford Graduate School of Business 1999 — 2001
MBA, Finance
Loyola University New Orleans 1986 — 1990
Bachelor's in Business Administration, Finance
Montgomery Bell Academy 1981 — 1986
High School Degree
Alex Basman Alex Basman's Wells Capital Management Experience Credit Analyst/CLO Portfolio ManagerWells Capital Management2003 - Present
Job Snr Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management Credit Analyst/CLO Portfolio ManagerWells Capital Management2003 - Present
American Century Investments 1999 - 2001
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Portfolio Management, Valuation, Alternative Investments, Credit, Asset Management, Financial Modeling, Financial Services, Asset Allocation, High Yield, Investments
Education
Stanford University 1996 — 1997
MSc, Economic Systems
University of Sydney 1990 — 1994
BSc (Hon), Applied Mathematics and Physics
Other
Wells Capital Management Credit Analyst/CLO Portfolio ManagerWells Capital Management2003 - Present
American Century Investments 1999 - 2001
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Portfolio Management, Valuation, Alternative Investments, Credit, Asset Management, Financial Modeling, Financial Services, Asset Allocation, High Yield, Investments
Education
Stanford University 1996 — 1997
MSc, Economic Systems
University of Sydney 1990 — 1994
BSc (Hon), Applied Mathematics and Physics
Other
Stephen Kinney, CFA Stephen Kinney, CFA's Wells Capital Management Experience April 2009 - Present
Job Portfolio Specialist, Emerging Markets Equity
Industry Investment Management
Experience
Wells Capital Management April 2009 - Present
Evergreen Investments June 2008 - April 2009
Greenwich Associates February 2004 - June 2008
Business Wire September 2003 - January 2004
Skills
Investments
Education
Middlebury College
BA, Economics and Spanish
Wells Capital Management April 2009 - Present
Evergreen Investments June 2008 - April 2009
Greenwich Associates February 2004 - June 2008
Business Wire September 2003 - January 2004
Skills
Investments
Education
Middlebury College
BA, Economics and Spanish
Brian Schwartz Brian Schwartz's Wells Capital Management Experience May 2003 - August 2003
Job Managing Director, Senior Equity Research Analyst at Oppenheimer & Co.
Industry Capital Markets
Experience
Oppenheimer & Co. April 2012 - Present
ThinkEquity LLC December 2010 - April 2012
Piper Jaffray April 2008 - December 2010
Montgomery & Co. November 2007 - April 2008
RBC Capital Markets May 2004 - October 2007
Wells Capital Management May 2003 - August 2003
Skills
SaaS, Business Intelligence, Data Analysis, Cloud Computing, CRM, Software, Mobile Devices, Databases, Linux, ERP, Data Management, Virtualization, Open Source, Data Integration, Operating Systems, VOD, Content Management, Middleware, Systems Management, Enterprise Social...
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
MBA, Finance and General Management
University of Michigan 1990 — 1994
BA, Kinesiology
Oppenheimer & Co. April 2012 - Present
ThinkEquity LLC December 2010 - April 2012
Piper Jaffray April 2008 - December 2010
Montgomery & Co. November 2007 - April 2008
RBC Capital Markets May 2004 - October 2007
Wells Capital Management May 2003 - August 2003
Skills
SaaS, Business Intelligence, Data Analysis, Cloud Computing, CRM, Software, Mobile Devices, Databases, Linux, ERP, Data Management, Virtualization, Open Source, Data Integration, Operating Systems, VOD, Content Management, Middleware, Systems Management, Enterprise Social...
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
MBA, Finance and General Management
University of Michigan 1990 — 1994
BA, Kinesiology
Jim Fitzpatrick, CFA Jim Fitzpatrick, CFA's Wells Capital Management Experience 2003 - Present
Job Senior Research Analyst Taxable Fixed Income
Industry Investment Management
Experience
Wells Capital Management 2003 - Present
Marquette University November 2009 - June 2010
Wells Capital Management 2002 - 2004
Jeffrey Slocum & Associates July 2001 - November 2002
Skills
Fixed Income, Investments, Equities, Bloomberg, Asset Management, Valuation
Education
University of Wisconsin-Madison - School of Business 1999 — 2001
MS, Finance
Marquette University 1989 — 1993
BS, Accounting
Wells Capital Management 2003 - Present
Marquette University November 2009 - June 2010
Wells Capital Management 2002 - 2004
Jeffrey Slocum & Associates July 2001 - November 2002
Skills
Fixed Income, Investments, Equities, Bloomberg, Asset Management, Valuation
Education
University of Wisconsin-Madison - School of Business 1999 — 2001
MS, Finance
Marquette University 1989 — 1993
BS, Accounting
Todd Skotterud Todd Skotterud's Wells Capital Management Experience 1995 - 2003
Job Business Owner DIllman's Bay Resort
Industry Hospitality
Experience
Dillmans Bay Resort May 2003 - Present
Wipfli Hewins Investment Advisors October 2004 - November 2008
Wells Capital Management 1995 - 2003
Skills
Marketing Strategy, Business Development, Asset Managment, Program Management, Strategic Planning, Investments
Education
Minnesota State University, Mankato 1989 — 1994
B.S., Finance & Marketing
Dillmans Bay Resort May 2003 - Present
Wipfli Hewins Investment Advisors October 2004 - November 2008
Wells Capital Management 1995 - 2003
Skills
Marketing Strategy, Business Development, Asset Managment, Program Management, Strategic Planning, Investments
Education
Minnesota State University, Mankato 1989 — 1994
B.S., Finance & Marketing
Katherine Schoen, CFA, CAIA's Wells Capital Management Experience May 2007 - August 2007
Job Senior Analyst at Robert W. Baird
Industry Financial Services
Experience
CFA Society of Milwaukee July 2015 - Present
Girls on the Run of Greater Milwaukee January 2013 - Present
Robert W. Baird April 2008 - Present
Robert W. Baird & Co. March 2008 - Present
Wells Capital Management May 2007 - August 2007
Skills
Equities, Mutual Funds, Series 63, Series 7, Portfolio Management, Investments, Alternative Investments, Asset Management, Investment Strategies, Wealth Management, Finance, Securities
Education
Marquette University 2004 — 2008
BS, Finance, International Business, AIM, 3.5
CFA Society of Milwaukee July 2015 - Present
Girls on the Run of Greater Milwaukee January 2013 - Present
Robert W. Baird April 2008 - Present
Robert W. Baird & Co. March 2008 - Present
Wells Capital Management May 2007 - August 2007
Skills
Equities, Mutual Funds, Series 63, Series 7, Portfolio Management, Investments, Alternative Investments, Asset Management, Investment Strategies, Wealth Management, Finance, Securities
Education
Marquette University 2004 — 2008
BS, Finance, International Business, AIM, 3.5
Peter Speidel, CFA Peter Speidel, CFA's Wells Capital Management Experience January 2011 - June 2012
Job Investment Analyst
Industry Investment Management
Experience
Wells Fargo Funds Management June 2012 - Present
Wisconsin Lutheran College May 2010 - June 2014
Wells Capital Management January 2011 - June 2012
Wells Capital Management March 2010 - January 2011
Capital Market Consultants 2005 - 2010
Skills
Chartered Financial..., Investments, Asset Allocation, Portfolio Management, Mutual Funds, Financial Modeling, Fixed Income, Asset Management, Equities, Capital Markets, Economics, Due Diligence, Financial Analysis, Valuation, Econometrics, Risk Management, Investment Strategies, VBA
Education
Marquette University
MS, Applied Economics, Financial Markets
Wisconsin Lutheran College
BS, Economics/Finance
Wells Fargo Funds Management June 2012 - Present
Wisconsin Lutheran College May 2010 - June 2014
Wells Capital Management January 2011 - June 2012
Wells Capital Management March 2010 - January 2011
Capital Market Consultants 2005 - 2010
Skills
Chartered Financial..., Investments, Asset Allocation, Portfolio Management, Mutual Funds, Financial Modeling, Fixed Income, Asset Management, Equities, Capital Markets, Economics, Due Diligence, Financial Analysis, Valuation, Econometrics, Risk Management, Investment Strategies, VBA
Education
Marquette University
MS, Applied Economics, Financial Markets
Wisconsin Lutheran College
BS, Economics/Finance
Don Martini, CFA, CFP®'s Wells Capital Management Experience September 1999 - August 2000
Job Associate Financial Planner at Asti Financial Management, LLC
Industry Financial Services
Experience
Asti Financial Management, LLC January 2014 - Present
Vita Vie Financial Planning 2011 - 2011
Sequoia Contract Works, Ltd. February 2005 - October 2010
Cypress Financial Corporation January 2004 - January 2005
PLM International Inc. September 2000 - June 2003
Wells Capital Management September 1999 - August 2000
Cambridge Investments Ltd. August 1996 - December 1998
Education
University of California, Berkeley 2010 — 2012
Certification Program
San Francisco State University
MBA
University of Colorado at Boulder
Bachelor of Arts
Asti Financial Management, LLC January 2014 - Present
Vita Vie Financial Planning 2011 - 2011
Sequoia Contract Works, Ltd. February 2005 - October 2010
Cypress Financial Corporation January 2004 - January 2005
PLM International Inc. September 2000 - June 2003
Wells Capital Management September 1999 - August 2000
Cambridge Investments Ltd. August 1996 - December 1998
Education
University of California, Berkeley 2010 — 2012
Certification Program
San Francisco State University
MBA
University of Colorado at Boulder
Bachelor of Arts
Anna Toshach's Wells Capital Management Experience June 2009 - May 2015
Job Research Analyst at Wells Capital Management
Industry Investment Management
Experience
OppenheimerFunds May 2015 - Present
Wells Capital Management June 2009 - May 2015
Marquette University January 2008 - May 2009
CFA Global Investment Research Challange January 2009 - March 2009
Wells Capital Management May 2008 - August 2008
Skills
Equity Research, Valuation, Portfolio Management, Investments, Fixed Income, Investment Management, Due Diligence, Strategy, DCF, Financial Modeling, Asset Management, Bloomberg, Equities, Asset Allocation, Mutual Funds, Equity Valuation
Education
Marquette University 2005 — 2009
BS, Finance
OppenheimerFunds May 2015 - Present
Wells Capital Management June 2009 - May 2015
Marquette University January 2008 - May 2009
CFA Global Investment Research Challange January 2009 - March 2009
Wells Capital Management May 2008 - August 2008
Skills
Equity Research, Valuation, Portfolio Management, Investments, Fixed Income, Investment Management, Due Diligence, Strategy, DCF, Financial Modeling, Asset Management, Bloomberg, Equities, Asset Allocation, Mutual Funds, Equity Valuation
Education
Marquette University 2005 — 2009
BS, Finance
Ellen LaBonte Ellen LaBonte's Wells Capital Management Experience 2002 - 2004
Job Director of Marketing at Kayne Anderson Capital Advisors
Industry Investment Management
Experience
Kayne Anderson Capital Advisors 2007 - Present
Wells Fargo Institutional Brokerage 2004 - 2007
Wells Capital Management 2002 - 2004
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Asset Managment, Investments, Bloomberg, Equities, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Fixed Income, Asset Management, Fund Of Funds
Education
Loyola Marymount University
BA, Finance
Bellevue High School 1994 — 1998
Kayne Anderson Capital Advisors 2007 - Present
Wells Fargo Institutional Brokerage 2004 - 2007
Wells Capital Management 2002 - 2004
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Asset Managment, Investments, Bloomberg, Equities, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Fixed Income, Asset Management, Fund Of Funds
Education
Loyola Marymount University
BA, Finance
Bellevue High School 1994 — 1998
Joseph Darza Joseph Darza's Wells Capital Management Experience June 2008 - September 2008
Job Think Big. Start Small. Act Fast.
Industry Airlines/Aviation
Experience
Boeing April 2015 - Present
Boeing August 2011 - April 2015
Dodge & Cox June 2010 - September 2010
GSA June 2009 - December 2009
Guardian Realty/Guardian Funding June 2007 - September 2009
Wells Capital Management June 2008 - September 2008
Vector Marketing June 2007 - September 2007
Skills
Estimating, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Marketing, Investments, Customer Service, Competitive Analysis, Sales, Economics, Business Analysis, Equities, Finance, Strategy, Credit, Due Diligence, Government, Database Administration, Real Estate, Retail, Contract Management, Bonds, Telephone Skills, Networking, Japanese, Project Management, Leadership, Financial Analysis, Data Analysis, Analysis, Management, Financial Modeling, Project Planning, CRM, Risk Management, Access, Process Improvement, Forecasting, Time Management, Budgets, Cross-functional Team..., Business Development, Event Planning, Program Management
Education
Seattle University 2015 — 2016
Certificate, Finance (Concentration in Investments)
Executive Development Institute 2014 — 2014
Certificate of Completion
Albers School of Business, Seattle University 2007 — 2011
Bachelor of Arts, Business Administration International Business
Seattle University 2007 — 2011
BA, International Business
Saint Ignatius 2003 — 2007
High School Diploma, High School/Secondary Diplomas and Certificates
Boeing April 2015 - Present
Boeing August 2011 - April 2015
Dodge & Cox June 2010 - September 2010
GSA June 2009 - December 2009
Guardian Realty/Guardian Funding June 2007 - September 2009
Wells Capital Management June 2008 - September 2008
Vector Marketing June 2007 - September 2007
Skills
Estimating, Corporate Finance, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Marketing, Investments, Customer Service, Competitive Analysis, Sales, Economics, Business Analysis, Equities, Finance, Strategy, Credit, Due Diligence, Government, Database Administration, Real Estate, Retail, Contract Management, Bonds, Telephone Skills, Networking, Japanese, Project Management, Leadership, Financial Analysis, Data Analysis, Analysis, Management, Financial Modeling, Project Planning, CRM, Risk Management, Access, Process Improvement, Forecasting, Time Management, Budgets, Cross-functional Team..., Business Development, Event Planning, Program Management
Education
Seattle University 2015 — 2016
Certificate, Finance (Concentration in Investments)
Executive Development Institute 2014 — 2014
Certificate of Completion
Albers School of Business, Seattle University 2007 — 2011
Bachelor of Arts, Business Administration International Business
Seattle University 2007 — 2011
BA, International Business
Saint Ignatius 2003 — 2007
High School Diploma, High School/Secondary Diplomas and Certificates
Ricky Tydus Ricky Tydus's Wells Capital Management Experience 2008 - 2011
Job New Line Cinema
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies March 2014 - Present
Warner Bros. Entertainment Group of Companies September 2013 - March 2014
Paramount Pictures October 2011 - May 2012
Wells Capital Management 2008 - 2011
Skills
Strategic Planning, New Business Development, Entertainment Industry, Film Finance, Microsoft Excel, Financial Modeling, Entertainment, Media & Entertainment, Business Strategy, Film, Digital Entertainment, MS Office Suite
Education
University of Southern California - School of Cinematic Arts
Graduate Certificate, Business of Entertainment
Massachusetts Institute of Technology
Bachelor of Science (B.S.)
University of Southern California - Marshall School of Business
MBA, Arts, Entertainment, and Media Management
Warner Bros. Entertainment Group of Companies March 2014 - Present
Warner Bros. Entertainment Group of Companies September 2013 - March 2014
Paramount Pictures October 2011 - May 2012
Wells Capital Management 2008 - 2011
Skills
Strategic Planning, New Business Development, Entertainment Industry, Film Finance, Microsoft Excel, Financial Modeling, Entertainment, Media & Entertainment, Business Strategy, Film, Digital Entertainment, MS Office Suite
Education
University of Southern California - School of Cinematic Arts
Graduate Certificate, Business of Entertainment
Massachusetts Institute of Technology
Bachelor of Science (B.S.)
University of Southern California - Marshall School of Business
MBA, Arts, Entertainment, and Media Management
Andrew Kao Andrew Kao's Wells Capital Management Experience 2000 - 2006
Job Sr. Program Manager at Visa
Industry Information Technology and Services
Experience
Visa February 2012 - Present
Wells Fargo Bank 2006 - 2011
Wells Capital Management 2000 - 2006
HighMark Capital Management 1998 - 2000
Union Bank 1996 - 1998
Skills
Management, Risk Management, Financial Services, Leadership, Portfolio Management, Program Management, Banking, Project Management, Internal Audit, Process Improvement
Education
San Jose State University
B.S., Business Administration
Visa February 2012 - Present
Wells Fargo Bank 2006 - 2011
Wells Capital Management 2000 - 2006
HighMark Capital Management 1998 - 2000
Union Bank 1996 - 1998
Skills
Management, Risk Management, Financial Services, Leadership, Portfolio Management, Program Management, Banking, Project Management, Internal Audit, Process Improvement
Education
San Jose State University
B.S., Business Administration
Dennis Xie's Wells Capital Management Experience June 2011 - August 2011
Job Student at Manhattanville College
Industry Legal Services
Experience
Purchase Community House, Recreation September 2009 - Present
California State Assembly 2012 - 2012
Wells Capital Management June 2011 - August 2011
Mike Kaplowitz for State Senate Campaign September 2010 - November 2010
JP Pure Design January 2008 - August 2009
Orient Imports January 2007 - December 2008
Skills
Customer Service, Databases, Training, Teamwork, PowerPoint, Research, Microsoft Word, Microsoft Excel, Microsoft Office, Photoshop, Event Planning, Public Speaking, Fundraising, Editing, Social Media
Education
Manhattanville College 2009 — 2013
Bachelor of Arts, Political Science with a concentration in Criminal Law
Balboa High 2005 — 2009
Purchase Community House, Recreation September 2009 - Present
California State Assembly 2012 - 2012
Wells Capital Management June 2011 - August 2011
Mike Kaplowitz for State Senate Campaign September 2010 - November 2010
JP Pure Design January 2008 - August 2009
Orient Imports January 2007 - December 2008
Skills
Customer Service, Databases, Training, Teamwork, PowerPoint, Research, Microsoft Word, Microsoft Excel, Microsoft Office, Photoshop, Event Planning, Public Speaking, Fundraising, Editing, Social Media
Education
Manhattanville College 2009 — 2013
Bachelor of Arts, Political Science with a concentration in Criminal Law
Balboa High 2005 — 2009
Ray Lefebvre, CFA Ray Lefebvre, CFA's Wells Capital Management Experience June 2014 - Present
Job Research Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management June 2014 - Present
Wells Capital Management February 2008 - June 2014
Wells Capital Management April 2007 - January 2008
Merrill Lynch February 2006 - August 2006
Skills
Equities, Investments, Mutual Funds
Education
Marquette University 2009 — 2011
MBA, Finance
The University of North Dakota 2003 — 2006
Wells Capital Management June 2014 - Present
Wells Capital Management February 2008 - June 2014
Wells Capital Management April 2007 - January 2008
Merrill Lynch February 2006 - August 2006
Skills
Equities, Investments, Mutual Funds
Education
Marquette University 2009 — 2011
MBA, Finance
The University of North Dakota 2003 — 2006
Clare Wang Clare Wang's Wells Capital Management Experience July 2014 - January 2015
Job Global Investment Control Associate at Capital Group
Industry Financial Services
Experience
Wells Capital Management July 2014 - January 2015
Wells Capital Management July 2013 - July 2014
New York University March 2012 - May 2014
Gabriel & Co June 2011 - October 2011
Formosa Plastics June 2010 - September 2010
Rent The Runway March 2010 - May 2010
JM Eagle June 2009 - August 2009
Skills
Marketing, Accounting, Sales, Forecasting, Marketing Strategy, Microsoft Excel, Bloomberg, Charles River IMS, Advent Portfolio..., Fantasy Football, Data Analysis, Valuation, Baking, Financial Modeling, Microsoft Office, Financial Analysis, Investments, Microsoft Word, Finance, PowerPoint, Portfolio Management
Education
New York University 2009 — 2013
Bachelor's Degree
Palos Verdes Peninsula High School 2008 — 2009
High School
Mountain Lakes High School 2005 — 2008
High School
Wells Capital Management July 2014 - January 2015
Wells Capital Management July 2013 - July 2014
New York University March 2012 - May 2014
Gabriel & Co June 2011 - October 2011
Formosa Plastics June 2010 - September 2010
Rent The Runway March 2010 - May 2010
JM Eagle June 2009 - August 2009
Skills
Marketing, Accounting, Sales, Forecasting, Marketing Strategy, Microsoft Excel, Bloomberg, Charles River IMS, Advent Portfolio..., Fantasy Football, Data Analysis, Valuation, Baking, Financial Modeling, Microsoft Office, Financial Analysis, Investments, Microsoft Word, Finance, PowerPoint, Portfolio Management
Education
New York University 2009 — 2013
Bachelor's Degree
Palos Verdes Peninsula High School 2008 — 2009
High School
Mountain Lakes High School 2005 — 2008
High School
Kelly Connolly's Wells Capital Management Experience May 2009 - July 2009
Job Empowering Salespeople | Driving Passion
Industry Financial Services
Experience
ToutApp, Inc. June 2015 - Present
BNY Mellon Wealth Management February 2014 - May 2015
BNY Mellon December 2012 - February 2014
BNY Mellon October 2011 - December 2012
Wells Capital Management May 2009 - July 2009
Wells Capital Management May 2008 - July 2008
Skills
Business Development, Relationship Management, Marketing Strategy, Portfolio Management, Analysis, Financial Services, Risk Management, Cash Management, Sales, Social Media, Microsoft Excel, Financial Analysis, PowerPoint, Leadership, Customer Service, Microsoft Office, Social Networking, Finance
Education
Texas Christian University 2007 — 2011
Bachelor's degree, Finance, General
ToutApp, Inc. June 2015 - Present
BNY Mellon Wealth Management February 2014 - May 2015
BNY Mellon December 2012 - February 2014
BNY Mellon October 2011 - December 2012
Wells Capital Management May 2009 - July 2009
Wells Capital Management May 2008 - July 2008
Skills
Business Development, Relationship Management, Marketing Strategy, Portfolio Management, Analysis, Financial Services, Risk Management, Cash Management, Sales, Social Media, Microsoft Excel, Financial Analysis, PowerPoint, Leadership, Customer Service, Microsoft Office, Social Networking, Finance
Education
Texas Christian University 2007 — 2011
Bachelor's degree, Finance, General
Nikki Freeman, CFA Nikki Freeman, CFA's Wells Capital Management Experience July 2014 - Present
Job High Yield Research Analyst at Wells Capital Management
Industry Banking
Experience
Wells Capital Management July 2014 - Present
Wells Capital Management May 2012 - July 2014
Barclays Capital July 2010 - April 2012
Barclays Capital June 2009 - August 2009
Apple Inc. May 2007 - June 2009
Citi Smith Barney April 2008 - August 2008
Skills
Valuation, Financial Modeling, Equities, Financial Analysis, Portfolio Management
Education
Stanford University 2006 — 2010
Bachelor of Arts, Economics
Wells Capital Management July 2014 - Present
Wells Capital Management May 2012 - July 2014
Barclays Capital July 2010 - April 2012
Barclays Capital June 2009 - August 2009
Apple Inc. May 2007 - June 2009
Citi Smith Barney April 2008 - August 2008
Skills
Valuation, Financial Modeling, Equities, Financial Analysis, Portfolio Management
Education
Stanford University 2006 — 2010
Bachelor of Arts, Economics
Quinn Robinson Quinn Robinson's Wells Capital Management Experience August 2015 - Present
Job Compliance Consultant Intern at Wells Capital Management
Industry Law Practice
Experience
Wells Capital Management August 2015 - Present
Northwestern Mutual May 2015 - August 2015
EXPRESS May 2014 - August 2014
VEGA Americas, Inc. September 2013 - May 2014
Luxottica Group May 2013 - August 2013
ASAP Event Advertising February 2013 - May 2013
Abercrombie & Fitch January 2012 - February 2013
NLign Analytics August 2012 - January 2013
University of Cincinnati January 2012 - June 2012
Seapine Software March 2011 - December 2011
Skills
Social Media, 1940 Act, Securities, Securities Exchange Act..., Blogging, Social Media Marketing, Advertising, Bloomberg Terminal, Store Operations, New Store Openings, Marketing, Marketing Strategy, MicroStrategy Reporting, Microstrategy, Operating Budgets, Social Networking, Sales, Wordpress, B2B Marketing, New Business Development, SEO, B2B, Copywriting, Inbound Marketing, Marketo, Wikis, Microsoft Excel, Market Research, Marketing Communications, Google Adwords, Google Analytics, PPC, Retail, Team Leadership, Website Development, Stock Management, Project Management, TopVis, Customer Service..., CRM, budget, Microsoft Office
Education
Marquette University Law School 2014 — 2017
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Cincinnati College of Business 2009 — 2014
Bachelor of Business Administration (BBA), Marketing/Economics
Audencia Nantes Ecole de Management 2012 — 2012
European Business/EU Relations Certificate, European Business/EU Relations
Inbound Marketing University 2011 — 2011
Certificate, Inbound Marketing
St. Charles Preparatory School 2005 — 2009
Wells Capital Management August 2015 - Present
Northwestern Mutual May 2015 - August 2015
EXPRESS May 2014 - August 2014
VEGA Americas, Inc. September 2013 - May 2014
Luxottica Group May 2013 - August 2013
ASAP Event Advertising February 2013 - May 2013
Abercrombie & Fitch January 2012 - February 2013
NLign Analytics August 2012 - January 2013
University of Cincinnati January 2012 - June 2012
Seapine Software March 2011 - December 2011
Skills
Social Media, 1940 Act, Securities, Securities Exchange Act..., Blogging, Social Media Marketing, Advertising, Bloomberg Terminal, Store Operations, New Store Openings, Marketing, Marketing Strategy, MicroStrategy Reporting, Microstrategy, Operating Budgets, Social Networking, Sales, Wordpress, B2B Marketing, New Business Development, SEO, B2B, Copywriting, Inbound Marketing, Marketo, Wikis, Microsoft Excel, Market Research, Marketing Communications, Google Adwords, Google Analytics, PPC, Retail, Team Leadership, Website Development, Stock Management, Project Management, TopVis, Customer Service..., CRM, budget, Microsoft Office
Education
Marquette University Law School 2014 — 2017
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
University of Cincinnati College of Business 2009 — 2014
Bachelor of Business Administration (BBA), Marketing/Economics
Audencia Nantes Ecole de Management 2012 — 2012
European Business/EU Relations Certificate, European Business/EU Relations
Inbound Marketing University 2011 — 2011
Certificate, Inbound Marketing
St. Charles Preparatory School 2005 — 2009
Erin Troup Erin Troup's Wells Capital Management Experience February 2011 - August 2012
Job Commercial Mortgage Pursuit Analyst at Wells Fargo Multifamily Capital
Industry Real Estate
Experience
Wells Fargo Multifamily Capital December 2014 - Present
Wells Fargo Multifamily Capital August 2012 - December 2014
Wells Capital Management February 2011 - August 2012
Wells Capital Management June 2010 - February 2011
Wells Fargo October 2009 - June 2010
SEI LLC August 2007 - July 2009
North Dakota State University Athletics December 2005 - May 2009
Skills
Account Management, Microsoft Office, PowerPoint, Public Speaking, Sales, Microsoft Word, Event Planning, Social Media, Microsoft Excel, Marketing, Customer Service, Public Relations, Media Relations, Time Management, Management, Research
Education
North Dakota State University 2007 — 2009
Masters, Sports & Recreation Management
North Dakota State University 2003 — 2007
Bachelors, Communications
Wells Fargo Multifamily Capital December 2014 - Present
Wells Fargo Multifamily Capital August 2012 - December 2014
Wells Capital Management February 2011 - August 2012
Wells Capital Management June 2010 - February 2011
Wells Fargo October 2009 - June 2010
SEI LLC August 2007 - July 2009
North Dakota State University Athletics December 2005 - May 2009
Skills
Account Management, Microsoft Office, PowerPoint, Public Speaking, Sales, Microsoft Word, Event Planning, Social Media, Microsoft Excel, Marketing, Customer Service, Public Relations, Media Relations, Time Management, Management, Research
Education
North Dakota State University 2007 — 2009
Masters, Sports & Recreation Management
North Dakota State University 2003 — 2007
Bachelors, Communications
Sharon A. Ritchie Sharon A. Ritchie's Wells Capital Management Experience January 1995 - April 2002
Job Administrative and Finance Professional
Industry Financial Services
Experience
Nucor Construction Corp. May 2010 - Present
Cabrini Medical Center July 2008 - April 2009
Eclipsys Solutions Corp. March 2003 - July 2008
Wells Capital Management January 1995 - April 2002
Lieber & Company/The Evergreen Funds January 1986 - December 1990
Skills
Bloomberg Terminal, CPSI Software, Intuit Track It!, Accounts Payable, Internal Audit, Payroll Processing, Letters Of Credit, Communications..., Expense Management, Portfolio Management, Administration, Accounting, Insurance, Credit, Invoicing, PowerPoint, Excel, Word, Outlook, Customer Service, Problem Solving, Research, Teamwork, Administrative Support, Data Entry, Inventory Management, Compliance, Accounts Receivable, Timberline Software, Healthcare, Vendor Relations, Telephone Skills, Public Speaking, Office Management, Negotiation, Team Leadership, Kronos Timekeeping, Help Desk Support, Online Research, Project Management, PeopleSoft, Software Documentation, Administrative..., Supervisory Skills, Payroll, Time Management, System Administration, Microsoft Excel, Administrative..., Awesomeness
Education
College of Westchester 2009 — 2011
Bachelors, Business Administration - Project Management, 4.0
The College of Westchester 2009 — 2011
Bachelor's degree, Business Administration and Management, General, 3.5
Nucor Construction Corp. May 2010 - Present
Cabrini Medical Center July 2008 - April 2009
Eclipsys Solutions Corp. March 2003 - July 2008
Wells Capital Management January 1995 - April 2002
Lieber & Company/The Evergreen Funds January 1986 - December 1990
Skills
Bloomberg Terminal, CPSI Software, Intuit Track It!, Accounts Payable, Internal Audit, Payroll Processing, Letters Of Credit, Communications..., Expense Management, Portfolio Management, Administration, Accounting, Insurance, Credit, Invoicing, PowerPoint, Excel, Word, Outlook, Customer Service, Problem Solving, Research, Teamwork, Administrative Support, Data Entry, Inventory Management, Compliance, Accounts Receivable, Timberline Software, Healthcare, Vendor Relations, Telephone Skills, Public Speaking, Office Management, Negotiation, Team Leadership, Kronos Timekeeping, Help Desk Support, Online Research, Project Management, PeopleSoft, Software Documentation, Administrative..., Supervisory Skills, Payroll, Time Management, System Administration, Microsoft Excel, Administrative..., Awesomeness
Education
College of Westchester 2009 — 2011
Bachelors, Business Administration - Project Management, 4.0
The College of Westchester 2009 — 2011
Bachelor's degree, Business Administration and Management, General, 3.5
Lindsey (Paddock) Ells's Wells Capital Management Experience March 2006 - July 2007
Job Purchasing Coordinator at PERQ
Industry Printing
Experience
PERQ June 2010 - Present
NTS Development August 2009 - December 2009
Scientific Research Corporation December 2007 - September 2009
Dorchester District Two August 2007 - December 2007
Wells Capital Management March 2006 - July 2007
Skills
Customer Service, Government, Event Planning, Outlook, Marketing, Public Speaking, Microsoft Excel, PowerPoint, Typing, Microsoft Word, Offset Printing, Direct Mail, Writing, Technical Writing, Leadership, Sales, Process Improvement, Email Marketing, Direct Marketing, Account Management, Social Media, Social Media Marketing, Advertising, Salesforce.com, Marketing Strategy, Public Relations, Facebook
Education
Purdue University 2001 — 2006
Bachelor of Arts, English
PERQ June 2010 - Present
NTS Development August 2009 - December 2009
Scientific Research Corporation December 2007 - September 2009
Dorchester District Two August 2007 - December 2007
Wells Capital Management March 2006 - July 2007
Skills
Customer Service, Government, Event Planning, Outlook, Marketing, Public Speaking, Microsoft Excel, PowerPoint, Typing, Microsoft Word, Offset Printing, Direct Mail, Writing, Technical Writing, Leadership, Sales, Process Improvement, Email Marketing, Direct Marketing, Account Management, Social Media, Social Media Marketing, Advertising, Salesforce.com, Marketing Strategy, Public Relations, Facebook
Education
Purdue University 2001 — 2006
Bachelor of Arts, English
Adriana Valdez Adriana Valdez's Wells Capital Management Experience August 2014 - Present
Job Institutional RM Associate at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2014 - Present
Wells Fargo Advantage Funds October 2011 - July 2014
US Bancorp Investments April 2010 - September 2011
Chase Investments Services June 2008 - April 2010
AXA Advisors March 2006 - May 2008
Skills
Series 7, Asset Management, Fixed Income, Financial Services, Mutual Funds, Series 66, Financial Advisory, Retirement Planning, Retirement, 401k, 2a-7 Funds, Annuity Sales, Passed CFA Level I, Passed CFA Level II
Education
San Diego State University-California State University 2001 — 2005
Bachelor Degree, International Business Finance and French
Wells Capital Management August 2014 - Present
Wells Fargo Advantage Funds October 2011 - July 2014
US Bancorp Investments April 2010 - September 2011
Chase Investments Services June 2008 - April 2010
AXA Advisors March 2006 - May 2008
Skills
Series 7, Asset Management, Fixed Income, Financial Services, Mutual Funds, Series 66, Financial Advisory, Retirement Planning, Retirement, 401k, 2a-7 Funds, Annuity Sales, Passed CFA Level I, Passed CFA Level II
Education
San Diego State University-California State University 2001 — 2005
Bachelor Degree, International Business Finance and French
Stephen Scharre, CFA's Wells Capital Management Experience August 2006 - Present
Job Client Relations Director at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2006 - Present
Columbia Management June 2005 - August 2006
Bank of America September 1984 - July 2004
Skills
Fixed Income Portfolio..., Fixed Income Analysis, Relationship Management, Asset Allocation, Portfolio Management, Strategy, Capital Markets, Mutual Funds, Alternative Investments, Asset Management, Bloomberg, Bonds, Equities, Fixed Income, Hedge Funds, Investment Strategies, Investments, Securities
Education
University of Southern California 1982 — 1984
Bachelor of Business Administration (BBA), Finance Investments
Pasadena City College 1980 — 1982
none
Wells Capital Management August 2006 - Present
Columbia Management June 2005 - August 2006
Bank of America September 1984 - July 2004
Skills
Fixed Income Portfolio..., Fixed Income Analysis, Relationship Management, Asset Allocation, Portfolio Management, Strategy, Capital Markets, Mutual Funds, Alternative Investments, Asset Management, Bloomberg, Bonds, Equities, Fixed Income, Hedge Funds, Investment Strategies, Investments, Securities
Education
University of Southern California 1982 — 1984
Bachelor of Business Administration (BBA), Finance Investments
Pasadena City College 1980 — 1982
none
Abigail Becker's Wells Capital Management Experience May 2012 - Present
Job Consultant Relations Associate
Industry Financial Services
Experience
Wells Capital Management May 2012 - Present
Wells Fargo Advantage Funds July 2010 - May 2012
Wells Fargo Advantage Funds January 2008 - July 2010
Skills
Investments, Equities, Fixed Income, Asset Management, Mutual Funds, Investment Strategies, Asset Allocation, Hedge Funds
Education
University of Wisconsin Whitewater 2003 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Hartford Union High School 2000 — 2003
Kaplan University
Wells Capital Management May 2012 - Present
Wells Fargo Advantage Funds July 2010 - May 2012
Wells Fargo Advantage Funds January 2008 - July 2010
Skills
Investments, Equities, Fixed Income, Asset Management, Mutual Funds, Investment Strategies, Asset Allocation, Hedge Funds
Education
University of Wisconsin Whitewater 2003 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Hartford Union High School 2000 — 2003
Kaplan University
Alex Jesswein Alex Jesswein's Wells Capital Management Experience March 2012 - Present
Job Business Systems Consultant at Wells Capital Management
Industry Information Technology and Services
Experience
Wells Capital Management March 2012 - Present
Marquette University IT Services May 2011 - March 2012
MarquetteHoops August 2008 - March 2012
Various Production Companies August 2009 - August 2011
Skills
Oracle SQL, Microsoft Office, Charles River IMS, Omgeo Oasys, Omgeo CTM, Abel Noser Trade Zoom, Bloomberg, Trading Systems, Business Analysis, Business Systems..., Equities, Fixed Income, SQL, Public Speaking
Education
Marquette University 2008 — 2012
Bachelor of Science, Finance and Information Technology
Wells Capital Management March 2012 - Present
Marquette University IT Services May 2011 - March 2012
MarquetteHoops August 2008 - March 2012
Various Production Companies August 2009 - August 2011
Skills
Oracle SQL, Microsoft Office, Charles River IMS, Omgeo Oasys, Omgeo CTM, Abel Noser Trade Zoom, Bloomberg, Trading Systems, Business Analysis, Business Systems..., Equities, Fixed Income, SQL, Public Speaking
Education
Marquette University 2008 — 2012
Bachelor of Science, Finance and Information Technology
John A. Schattenfield John A. Schattenfield's Wells Capital Management Experience February 2013 - June 2015
Job Institutional Sales/Consultant Relations/Relationship Management
Industry Investment Management
Experience
Wells Capital Management February 2013 - June 2015
Anchor Capital Advisors November 2010 - April 2012
Scout Investments/UMB Financial October 2005 - November 2010
FAF Advisors/Nuveen Investment Advisors June 1996 - July 2005
PORTEX/Piper Capital Management December 1992 - May 1996
Lynch Jones & Ryan May 1989 - November 1992
Legal Seafoods 1988 - 1988
Skills
Institutional, Asset Management, Endowments, Funding, Customer Relations, New Business Development, Fixed Income, Asset Allocation, Series 7, Alternative Investments, Equities, Mutual Funds, Institutional Investors, Investments, Portfolio Management, Investment Strategies, Securities, Investment Advisory, Bonds, Client Service, Pension Funds, Wealth Management, Equity Research, Series 63, Financial Markets, Bloomberg, Asset, Investor Relations, Risk Management, Valuation, Pensions, Portfolios, Investment Policy, Institutional Business..., Investment Management, Hedge Funds, Strategy, Financial Services, Asset Managment, Capital Markets, Client Services, Customer Service, Institutional..., Separately Managed..., Fund Of Funds, Institutional Sales, Relationship Management, Financial Advisory, 401k, Economics
Education
Oglethorpe University 1981 — 1985
BBA, Economics/Business
Walt Whitman 1978 — 1981
General Studies
Wells Capital Management February 2013 - June 2015
Anchor Capital Advisors November 2010 - April 2012
Scout Investments/UMB Financial October 2005 - November 2010
FAF Advisors/Nuveen Investment Advisors June 1996 - July 2005
PORTEX/Piper Capital Management December 1992 - May 1996
Lynch Jones & Ryan May 1989 - November 1992
Legal Seafoods 1988 - 1988
Skills
Institutional, Asset Management, Endowments, Funding, Customer Relations, New Business Development, Fixed Income, Asset Allocation, Series 7, Alternative Investments, Equities, Mutual Funds, Institutional Investors, Investments, Portfolio Management, Investment Strategies, Securities, Investment Advisory, Bonds, Client Service, Pension Funds, Wealth Management, Equity Research, Series 63, Financial Markets, Bloomberg, Asset, Investor Relations, Risk Management, Valuation, Pensions, Portfolios, Investment Policy, Institutional Business..., Investment Management, Hedge Funds, Strategy, Financial Services, Asset Managment, Capital Markets, Client Services, Customer Service, Institutional..., Separately Managed..., Fund Of Funds, Institutional Sales, Relationship Management, Financial Advisory, 401k, Economics
Education
Oglethorpe University 1981 — 1985
BBA, Economics/Business
Walt Whitman 1978 — 1981
General Studies
Sid Dhanda's Wells Capital Management Experience June 2005 - Present
Job Senior Equity Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management June 2005 - Present
PNC May 2004 - August 2004
Skills
Equity Research, Equity Valuation, Equity Derivatives, FactSet, Bloomberg, Wonda, Microsoft Office, Equity Research Analysis, Investment Management, Equities, Economics, Asset Management, Fixed Income, Hedge Funds
Education
Purdue University - Krannert School of Management 2001 — 2005
Bachelor's degree, Economics Honors
Ridge High School 1998 — 2001
Wells Capital Management June 2005 - Present
PNC May 2004 - August 2004
Skills
Equity Research, Equity Valuation, Equity Derivatives, FactSet, Bloomberg, Wonda, Microsoft Office, Equity Research Analysis, Investment Management, Equities, Economics, Asset Management, Fixed Income, Hedge Funds
Education
Purdue University - Krannert School of Management 2001 — 2005
Bachelor's degree, Economics Honors
Ridge High School 1998 — 2001
Anne Gripenstraw, CFA Anne Gripenstraw, CFA's Wells Capital Management Experience 1996 - 1998
Job Senior Team Manager Schwab Private Client
Industry Investment Management
Experience
BNY Mellon May 2011 - November 2013
Janus 1998 - 2010
Wells Capital Management 1996 - 1998
Wells Fargo Bank 1990 - 1996
The Chase Manhattan Bank 1989 - 1990
EF Hutton 1986 - 1988
Skills
Portfolio Management, Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Hedge Funds, Investments, Wealth Management, Investment Strategies, Series 7, Securities, Fixed Income, Asset Managment, Equities, Series 63
Education
Middlebury College 1981 — 1985
BA, Biology/Psychology
BNY Mellon May 2011 - November 2013
Janus 1998 - 2010
Wells Capital Management 1996 - 1998
Wells Fargo Bank 1990 - 1996
The Chase Manhattan Bank 1989 - 1990
EF Hutton 1986 - 1988
Skills
Portfolio Management, Alternative Investments, Mutual Funds, Asset Allocation, Investment Management, Hedge Funds, Investments, Wealth Management, Investment Strategies, Series 7, Securities, Fixed Income, Asset Managment, Equities, Series 63
Education
Middlebury College 1981 — 1985
BA, Biology/Psychology
Steve Biggs, CFA, CFP® Steve Biggs, CFA, CFP®'s Wells Capital Management Experience 1998 - 2001
Job Principal, Chief Investment Officer at HC Financial Advisors
Industry Investment Management
Experience
HC Financial Advisors, Inc. October 2008 - Present
Zacks Investment Research March 2003 - September 2008
Manning & Napier 2001 - 2002
Wells Capital Management 1998 - 2001
State of Montana 1997 - 1998
Montana Board of Investments 1997 - 1998
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Asset Management, Investments, Wealth Management, Equity Research
Education
San Diego State University-California State University 1990 — 1996
Master's degree, Finance, General
La Jolla High School 1983 — 1986
HC Financial Advisors, Inc. October 2008 - Present
Zacks Investment Research March 2003 - September 2008
Manning & Napier 2001 - 2002
Wells Capital Management 1998 - 2001
State of Montana 1997 - 1998
Montana Board of Investments 1997 - 1998
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Equities, Asset Management, Investments, Wealth Management, Equity Research
Education
San Diego State University-California State University 1990 — 1996
Master's degree, Finance, General
La Jolla High School 1983 — 1986
Andrea Tilkes Andrea Tilkes's Wells Capital Management Experience 1999 - 2004
Job Communications Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wells Fargo January 2008 - December 2009
Ameriprise Financial 2004 - 2008
Wells Capital Management 1999 - 2004
Skills
Public Relations, Internal Communications, Marketing Communications, Intranet, Corporate Communications, Newsletters, Strategic Communications, Media Relations, Budgets, Program Management, Employee Engagement, Content Management, Crisis Communications, Web Content Management, Communications Planning, Social Media
Education
University of St. Thomas - Opus College of Business 2004 — 2007
Master's Certificate
Saint Mary's University of Minnesota
Bachelor’s Degree
Wells Fargo January 2010 - Present
Wells Fargo January 2008 - December 2009
Ameriprise Financial 2004 - 2008
Wells Capital Management 1999 - 2004
Skills
Public Relations, Internal Communications, Marketing Communications, Intranet, Corporate Communications, Newsletters, Strategic Communications, Media Relations, Budgets, Program Management, Employee Engagement, Content Management, Crisis Communications, Web Content Management, Communications Planning, Social Media
Education
University of St. Thomas - Opus College of Business 2004 — 2007
Master's Certificate
Saint Mary's University of Minnesota
Bachelor’s Degree
Steve Facciolla Steve Facciolla's Wells Capital Management Experience 2005 - 2008
Job Managing Partner Exe Resolutions LLC
Industry Information Technology and Services
Experience
AIG Investments June 2008 - Present
Exe Resolutions LLC May 2007 - Present
AXA Winterthur. 2006 - 2008
Wells Capital Management 2005 - 2008
Princeton Financial Systems, Inc. August 2001 - April 2007
Bloomberg Financial Markets February 1998 - July 2001
Education
Kutztown University of Pennsylvania 1991 — 1995
AIG Investments June 2008 - Present
Exe Resolutions LLC May 2007 - Present
AXA Winterthur. 2006 - 2008
Wells Capital Management 2005 - 2008
Princeton Financial Systems, Inc. August 2001 - April 2007
Bloomberg Financial Markets February 1998 - July 2001
Education
Kutztown University of Pennsylvania 1991 — 1995
John Weasler John Weasler's Wells Capital Management Experience 2005 - 2006
Job Securities Lending Relationship Management
Industry Investment Management
Experience
BMO Global Asset Management 2008 - Present
Stark Investments 2006 - 2008
Wells Capital Management 2005 - 2006
Skills
Wealth Management, Cash Management, Financial Services, Relationship Management, Risk Management, Credit, Loans, Capital Markets, Investor Relations, Institutional Sales, Securities Lending
Education
Marquette University 2008 — 2011
MBA, Finance
Marquette University 2002 — 2006
Bachelor of Science (BS), Economics, Finance
National University of Ireland, Galway 2004 — 2004
Business Economics
Marquette University High School 1998 — 2002
BMO Global Asset Management 2008 - Present
Stark Investments 2006 - 2008
Wells Capital Management 2005 - 2006
Skills
Wealth Management, Cash Management, Financial Services, Relationship Management, Risk Management, Credit, Loans, Capital Markets, Investor Relations, Institutional Sales, Securities Lending
Education
Marquette University 2008 — 2011
MBA, Finance
Marquette University 2002 — 2006
Bachelor of Science (BS), Economics, Finance
National University of Ireland, Galway 2004 — 2004
Business Economics
Marquette University High School 1998 — 2002
Jennifer Newell, CFA, CAIA's Wells Capital Management Experience October 2003 - April 2008
Job Managing Senior Consultant at Alan D. Biller & Associates
Industry Investment Management
Experience
ALAN BILLER AND ASSOCIATES January 2009 - Present
WELLS CAPITAL MANAGEMENT October 2003 - April 2008
NEWELL ASSOCIATES July 1992 - October 2003
PUTNAM INVESTMENTS July 1987 - June 1992
MASSACHUSETTS FINANCAL SERVICES June 1986 - June 1987
Education
London School of Economics and Political Science
Economics
Palo Alto High School
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
Wheaton College (MA)
BA, Economics, Magna Cum Laude, Phi Beta Kappa, Dean's List
ALAN BILLER AND ASSOCIATES January 2009 - Present
WELLS CAPITAL MANAGEMENT October 2003 - April 2008
NEWELL ASSOCIATES July 1992 - October 2003
PUTNAM INVESTMENTS July 1987 - June 1992
MASSACHUSETTS FINANCAL SERVICES June 1986 - June 1987
Education
London School of Economics and Political Science
Economics
Palo Alto High School
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
Wheaton College (MA)
BA, Economics, Magna Cum Laude, Phi Beta Kappa, Dean's List
Ron Retzer's Wells Capital Management Experience March 2008 - Present
Job Operations Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management March 2008 - Present
Columbia Management March 2001 - February 2008
Education
Sonoma State University 1993 — 1997
Wells Capital Management March 2008 - Present
Columbia Management March 2001 - February 2008
Education
Sonoma State University 1993 — 1997
ben fandinola's Wells Capital Management Experience Trade Operations SpecialistWells Capital Mgmt2003 - 2009
Job Trade Specialist at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management Trade Operations SpecialistWells Capital Mgmt2003 - 2009
Skills
Mutual Funds, Fixed Income
Education
San Francisco State University 1991 — 1995
Wells Capital Management Trade Operations SpecialistWells Capital Mgmt2003 - 2009
Skills
Mutual Funds, Fixed Income
Education
San Francisco State University 1991 — 1995
Patricia Buckner's Wells Capital Management Experience April 1998 - July 2000
Job MBA
Industry Financial Services
Experience
Davis & Gilbert LLP July 2006 - Present
MBA Women International (Formerly NAWMBA) 2012 - 2015
MBA Women International (Formerly NAWMBA) 2011 - 2013
Standard & Poor's February 2003 - December 2005
Dresdner Kleinwort Wasserstein (Allianz) February 2001 - September 2002
Wells Capital Management April 1998 - July 2000
Skills
Outlook, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Microsoft Office, Records Management, Dictaphone, Access, Research, Customer Service, Accounting, Analysis, Human Resources
Education
LIU Brooklyn 2004 — 2008
MBA, Management
Queen's College
Bachelor of Arts (BA), English/Language Arts Teacher Education
Davis & Gilbert LLP July 2006 - Present
MBA Women International (Formerly NAWMBA) 2012 - 2015
MBA Women International (Formerly NAWMBA) 2011 - 2013
Standard & Poor's February 2003 - December 2005
Dresdner Kleinwort Wasserstein (Allianz) February 2001 - September 2002
Wells Capital Management April 1998 - July 2000
Skills
Outlook, Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, Lotus Notes, Microsoft Office, Records Management, Dictaphone, Access, Research, Customer Service, Accounting, Analysis, Human Resources
Education
LIU Brooklyn 2004 — 2008
MBA, Management
Queen's College
Bachelor of Arts (BA), English/Language Arts Teacher Education
Thomas M. Zeifang, CFA's Wells Capital Management Experience 1995 - 2002
Job Principal, Lucrum Capital LLC
Industry Investment Management
Experience
Lucrum Capital LLC September 2003 - Present
Wells Capital Management 1995 - 2002
Education
University of Rochester - Simon Business School 1991 — 1995
MBA, Finance / Business Policy
Saint Bonaventure University 1983 — 1987
BBA, Finance
Lucrum Capital LLC September 2003 - Present
Wells Capital Management 1995 - 2002
Education
University of Rochester - Simon Business School 1991 — 1995
MBA, Finance / Business Policy
Saint Bonaventure University 1983 — 1987
BBA, Finance
Robin Bajczyk's Wells Capital Management Experience January 2005 - Present
Job Information Security Officer at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management January 2005 - Present
Strong Capital Management 1995 - 2005
Education
Michigan Technological University 1987 — 1992
Wells Capital Management January 2005 - Present
Strong Capital Management 1995 - 2005
Education
Michigan Technological University 1987 — 1992
Lucy Schultz's Wells Capital Management Experience December 2002 - Present
Job Senior Designer at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management December 2002 - Present
Strong Investments December 2002 - January 2004
Maybe it's time 2001 - 2002
Skills
Newsletters, Marketing Communications, Social Media, Mutual Funds, Graphic Design, Financial Services, Logo Design, Marketing
Education
Minneapolis College of Art and Design 1995 — 1998
BFA, Graphic Design
University of Wisconsin-Eau Claire 1991 — 1993
Marketing
Wells Capital Management December 2002 - Present
Strong Investments December 2002 - January 2004
Maybe it's time 2001 - 2002
Skills
Newsletters, Marketing Communications, Social Media, Mutual Funds, Graphic Design, Financial Services, Logo Design, Marketing
Education
Minneapolis College of Art and Design 1995 — 1998
BFA, Graphic Design
University of Wisconsin-Eau Claire 1991 — 1993
Marketing
Adam Booth's Wells Capital Management Experience January 2013 - September 2013
Job Financial Analyst at Pareto Captive Services, LLC
Industry Financial Services
Experience
Pareto Captive Services, LLC December 2013 - Present
Wells Capital Management January 2013 - September 2013
Keystone Merchant Solutions LLC October 2010 - December 2012
First New York Securities November 2010 - June 2011
Asolare Capital March 2010 - September 2010
Boenning & Scattergood, Inc. August 2008 - February 2010
Susquehanna International Group July 2000 - April 2008
Skills
Equities
Education
Swarthmore College 1996 — 2000
B.A., Economics
Pareto Captive Services, LLC December 2013 - Present
Wells Capital Management January 2013 - September 2013
Keystone Merchant Solutions LLC October 2010 - December 2012
First New York Securities November 2010 - June 2011
Asolare Capital March 2010 - September 2010
Boenning & Scattergood, Inc. August 2008 - February 2010
Susquehanna International Group July 2000 - April 2008
Skills
Equities
Education
Swarthmore College 1996 — 2000
B.A., Economics
Anastasia Anthony Plumb's Wells Capital Management Experience December 2013 - Present
Job Technical Project Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management December 2013 - Present
Wells Capital Management January 2006 - December 2013
San Francisco State University 2002 - 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Charles Schwab 1998 - 1998
Charles Schwab 1995 - 1996
Skills
Financial Services, Risk Management, Project Management, Leadership, Access, Software Documentation, Relationship Management, Strategic Planning, Public Speaking, Process Improvement
Education
University of Phoenix 2009 — 2014
Master of Business Administration (MBA)
San Francisco State University 2002 — 2006
MA, English Literature
Pepperdine University 1993 — 1997
BA, Media Management
Washington High School 1989 — 1993
Wells Capital Management December 2013 - Present
Wells Capital Management January 2006 - December 2013
San Francisco State University 2002 - 2005
Charles Schwab 1999 - 2002
Charles Schwab 1998 - 1999
Charles Schwab 1998 - 1998
Charles Schwab 1995 - 1996
Skills
Financial Services, Risk Management, Project Management, Leadership, Access, Software Documentation, Relationship Management, Strategic Planning, Public Speaking, Process Improvement
Education
University of Phoenix 2009 — 2014
Master of Business Administration (MBA)
San Francisco State University 2002 — 2006
MA, English Literature
Pepperdine University 1993 — 1997
BA, Media Management
Washington High School 1989 — 1993
Anne O. Tidmore's Wells Capital Management Experience 2014 - Present
Job Product Specialist Heritage Equity Growth Team at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management 2014 - Present
BMO Global Asset Management April 2003 - 2013
US Bank 1997 - 2002
Skills
Investments, Bloomberg, Strategy, Fixed Income, Equities, Asset Allocation, Portfolio Management, Sales, Financial Services, Wealth Management, Management, Financial Modeling, Relationship Management, Asset Management, Securities, Risk Management, Credit Analysis, Strategic Financial..., Mutual Funds, Capital Markets
Education
Marquette University 2000 — 2002
MBA
University of Louisville 1987 — 1992
Wells Capital Management 2014 - Present
BMO Global Asset Management April 2003 - 2013
US Bank 1997 - 2002
Skills
Investments, Bloomberg, Strategy, Fixed Income, Equities, Asset Allocation, Portfolio Management, Sales, Financial Services, Wealth Management, Management, Financial Modeling, Relationship Management, Asset Management, Securities, Risk Management, Credit Analysis, Strategic Financial..., Mutual Funds, Capital Markets
Education
Marquette University 2000 — 2002
MBA
University of Louisville 1987 — 1992
Corinne Clifton's Wells Capital Management Experience 2000 - 2002
Job Consultant Relations at Harris Associates
Industry Financial Services
Experience
Harris Associates July 2012 - Present
Reform Chicago October 2011 - Present
JPMorgan Chase 2002 - 2008
Wells Capital Management 2000 - 2002
PIMCO 1999 - 2000
Skills
Asset Management, Portfolio Management, Asset Allocation, Financial Services, Hedge Funds, Alternative Investments, Investments, Investment Management, Equities, Mutual Funds, Financial Modeling, Investment Strategies, Fixed Income, Series 7, Bloomberg
Education
Indiana University Bloomington 1995 — 1999
Majors in Finance and International Studies, Minor in Political Science
Harris Associates July 2012 - Present
Reform Chicago October 2011 - Present
JPMorgan Chase 2002 - 2008
Wells Capital Management 2000 - 2002
PIMCO 1999 - 2000
Skills
Asset Management, Portfolio Management, Asset Allocation, Financial Services, Hedge Funds, Alternative Investments, Investments, Investment Management, Equities, Mutual Funds, Financial Modeling, Investment Strategies, Fixed Income, Series 7, Bloomberg
Education
Indiana University Bloomington 1995 — 1999
Majors in Finance and International Studies, Minor in Political Science
Michael Shinners's Wells Capital Management Experience February 2008 - Present
Job Senior Investment Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management February 2008 - Present
Washington Mutual July 2007 - February 2008
Wells Capital Management March 2006 - July 2007
GMAC ResCap 1996 - 2006
Firstar Corporation 1994 - 1996
Skills
Fixed Income, Capital Markets, Structured Finance, Credit, Structured Products, Banking, Forecasting, Asset Managment, Financial Modeling, Bloomberg, Investments, Financial Analysis, Valuation, Bonds, Securities, Equities, Funding, ABS, Portfolio Management, Investment Banking, Mortgage Lending, Finance, MBS, Asset Allocation, Investment Management
Education
Marquette University 1987 — 1994
B.S.; MBA, Accounting; Business
Wells Capital Management February 2008 - Present
Washington Mutual July 2007 - February 2008
Wells Capital Management March 2006 - July 2007
GMAC ResCap 1996 - 2006
Firstar Corporation 1994 - 1996
Skills
Fixed Income, Capital Markets, Structured Finance, Credit, Structured Products, Banking, Forecasting, Asset Managment, Financial Modeling, Bloomberg, Investments, Financial Analysis, Valuation, Bonds, Securities, Equities, Funding, ABS, Portfolio Management, Investment Banking, Mortgage Lending, Finance, MBS, Asset Allocation, Investment Management
Education
Marquette University 1987 — 1994
B.S.; MBA, Accounting; Business
Chad Ihlenfeldt's Wells Capital Management Experience February 1997 - March 2001
Job Solutions Architect Information Mgmt: Consultant at Fairview
Industry Computer Software
Experience
Fairview June 2015 - Present
EVINE Live Inc. October 2014 - June 2015
Syngenta August 2010 - October 2014
COUNTRY Financial® August 2009 - August 2010
Syngenta November 2004 - August 2009
Wells Fargo March 2001 - November 2004
Wells Capital Management February 1997 - March 2001
Skills
ETL, .NET, Technical Analysis, Web Applications, Business Analytics, Agile Application..., Technical Data Analysis, Agile Methodolgy, Change Management, JavaScript, CSS Javascript, Digital Photography, Photo Editor, jQuery, Version One, Informatica, Datastage, ASP.NET MVC, Microsoft SQL Server, SharePoint, Agile Methodologies
Education
Metropolitan State University 1990 — 1994
Bachelor's degree, Finance
Fairview June 2015 - Present
EVINE Live Inc. October 2014 - June 2015
Syngenta August 2010 - October 2014
COUNTRY Financial® August 2009 - August 2010
Syngenta November 2004 - August 2009
Wells Fargo March 2001 - November 2004
Wells Capital Management February 1997 - March 2001
Skills
ETL, .NET, Technical Analysis, Web Applications, Business Analytics, Agile Application..., Technical Data Analysis, Agile Methodolgy, Change Management, JavaScript, CSS Javascript, Digital Photography, Photo Editor, jQuery, Version One, Informatica, Datastage, ASP.NET MVC, Microsoft SQL Server, SharePoint, Agile Methodologies
Education
Metropolitan State University 1990 — 1994
Bachelor's degree, Finance
Jamie Bocci's Wells Capital Management Experience 2003 - December 2014
Job Compliance Manager
Industry Investment Management
Experience
Wells Fargo Securities/Swap Dealer December 2014 - Present
Wells Capital Management 2003 - December 2014
Bank of America 2002 - 2003
Mirant 2001 - 2003
Skills
ISDA, Investment Management, Capital Markets, Options, Mutual Funds, Asset Management, Equities, Equity Derivatives, Swaps, Credit Derivatives, Fixed Income, Financial Services, Risk Management, Derivatives, Bloomberg, Hedge Funds, Investments
Education
Portland State University 1984 — 1989
Bachelor's degree, Accounting
Wells Fargo Securities/Swap Dealer December 2014 - Present
Wells Capital Management 2003 - December 2014
Bank of America 2002 - 2003
Mirant 2001 - 2003
Skills
ISDA, Investment Management, Capital Markets, Options, Mutual Funds, Asset Management, Equities, Equity Derivatives, Swaps, Credit Derivatives, Fixed Income, Financial Services, Risk Management, Derivatives, Bloomberg, Hedge Funds, Investments
Education
Portland State University 1984 — 1989
Bachelor's degree, Accounting
Tanya A Waite's Wells Capital Management Experience March 2006 - February 2007
Job Director of Human Resources at Hedgeye Risk Management, LLC
Industry Online Media
Experience
Hedgeye Risk Management, LLC January 2014 - Present
Hedgeye Risk Management, LLC April 2008 - December 2013
Carlyle Blue Wave February 2007 - November 2007
Wells Capital Management March 2006 - February 2007
Dawson-Herman Capital Management May 2002 - March 2006
Fiduciary Trust Company July 2000 - October 2001
Canon U.S.A. 1995 - 1997
Skills
Human Resources, Management, Employee Benefits, Scuba Diving, Business Strategy, Certified Birkman..., Kickboxing
Education
The New School 2004 — 2006
Nassau Community College 1992 — 1994
Executive Secretary Program
Hedgeye Risk Management, LLC January 2014 - Present
Hedgeye Risk Management, LLC April 2008 - December 2013
Carlyle Blue Wave February 2007 - November 2007
Wells Capital Management March 2006 - February 2007
Dawson-Herman Capital Management May 2002 - March 2006
Fiduciary Trust Company July 2000 - October 2001
Canon U.S.A. 1995 - 1997
Skills
Human Resources, Management, Employee Benefits, Scuba Diving, Business Strategy, Certified Birkman..., Kickboxing
Education
The New School 2004 — 2006
Nassau Community College 1992 — 1994
Executive Secretary Program
Craig J. Blok, CFA's Wells Capital Management Experience March 2011 - September 2013
Job Technology Banking
Industry Banking
Experience
HSBC October 2013 - Present
Wells Capital Management March 2011 - September 2013
Wells Fargo August 2008 - February 2011
Wells Fargo February 2008 - August 2008
Wells Fargo September 2006 - February 2008
Wells Fargo May 2005 - September 2006
NOVELLE FINANCIAL February 2004 - May 2005
Flagstar Bank July 2003 - February 2004
Flagstar Bank June 2000 - July 2003
Skills
Portfolio Management, Interest Rate Risk..., Credit, Fixed Income Strategies, Capital Markets, Bloomberg, Trading, Deal Structuring, Sales, Finance, Investments, Credit Analysis, Negotiation, Fixed Income
Education
Michigan State University 1995 — 2000
Bachelor of Arts, Accounting
East Kentwood High School 1992 — 1995
HSBC October 2013 - Present
Wells Capital Management March 2011 - September 2013
Wells Fargo August 2008 - February 2011
Wells Fargo February 2008 - August 2008
Wells Fargo September 2006 - February 2008
Wells Fargo May 2005 - September 2006
NOVELLE FINANCIAL February 2004 - May 2005
Flagstar Bank July 2003 - February 2004
Flagstar Bank June 2000 - July 2003
Skills
Portfolio Management, Interest Rate Risk..., Credit, Fixed Income Strategies, Capital Markets, Bloomberg, Trading, Deal Structuring, Sales, Finance, Investments, Credit Analysis, Negotiation, Fixed Income
Education
Michigan State University 1995 — 2000
Bachelor of Arts, Accounting
East Kentwood High School 1992 — 1995
Vasquez, Jarad's Wells Capital Management Experience November 2012 - Present
Job Portfolio Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management November 2012 - Present
Wells Capital Management March 2007 - November 2012
Susquehanna International Group August 2001 - January 2007
Skills
Bloomberg, Options, Electronic Trading, Trading, Derivatives, Fixed Income, Equities, Market Making, Hedge Funds, Equity Trading, Trading Systems, Proprietary Trading, Series 7, ETFs, Bonds, Capital Markets, Equity Derivatives, Volatility Arbitrage, Portfolio Management, Commodity, Equity Research
Education
Massachusetts Institute of Technology 1997 — 2001
Bachelor of Science (BS), 15
Wells Capital Management November 2012 - Present
Wells Capital Management March 2007 - November 2012
Susquehanna International Group August 2001 - January 2007
Skills
Bloomberg, Options, Electronic Trading, Trading, Derivatives, Fixed Income, Equities, Market Making, Hedge Funds, Equity Trading, Trading Systems, Proprietary Trading, Series 7, ETFs, Bonds, Capital Markets, Equity Derivatives, Volatility Arbitrage, Portfolio Management, Commodity, Equity Research
Education
Massachusetts Institute of Technology 1997 — 2001
Bachelor of Science (BS), 15
Meredith Ashwell's Wells Capital Management Experience April 2009 - Present
Job Sales Associate at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management April 2009 - Present
Evergreen Investments November 2004 - April 2009
Education
Roanoke College 1999 — 2003
BBA, Finance
Wells Capital Management April 2009 - Present
Evergreen Investments November 2004 - April 2009
Education
Roanoke College 1999 — 2003
BBA, Finance
Mark Lipka's Wells Capital Management Experience October 2007 - Present
Job Sr Marketing Database Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management October 2007 - Present
Pioneer February 1993 - October 2007
Skills
Database Marketing, Analytics, Derivatives, Bloomberg, Business Analysis, Financial Services, Investments, Analysis, CRM, Portfolio Management, Fixed Income, Hedge Funds, Asset Management, SQL, Trading Systems, Mutual Funds, Equities, Vendor Management
Education
Salem State University
Wells Capital Management October 2007 - Present
Pioneer February 1993 - October 2007
Skills
Database Marketing, Analytics, Derivatives, Bloomberg, Business Analysis, Financial Services, Investments, Analysis, CRM, Portfolio Management, Fixed Income, Hedge Funds, Asset Management, SQL, Trading Systems, Mutual Funds, Equities, Vendor Management
Education
Salem State University
Jeff Channell's Wells Capital Management Experience 2009 - November 2010
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Wells Fargo August 2010 - August 2013
Wells Capital Management 2009 - November 2010
Evergreen Investments December 2007 - 2009
Edward Jones December 2002 - August 2007
Skills
CRM, Series 7, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Wealth Management, Series 63, Asset Management, Equities, Fixed Income, Securities, Investment Strategies, Investment Management, Alternative Investments
Education
Ohio University 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Management Information Systems
TIAA-CREF February 2014 - Present
Wells Fargo August 2010 - August 2013
Wells Capital Management 2009 - November 2010
Evergreen Investments December 2007 - 2009
Edward Jones December 2002 - August 2007
Skills
CRM, Series 7, Mutual Funds, Asset Allocation, Investments, Portfolio Management, Wealth Management, Series 63, Asset Management, Equities, Fixed Income, Securities, Investment Strategies, Investment Management, Alternative Investments
Education
Ohio University 1995 — 1999
Bachelor of Business Administration (BBA), Finance and Management Information Systems
Eric Calvert's Wells Capital Management Experience August 2011 - Present
Job Seasoned Data Management Professional
Industry Information Technology and Services
Experience
Wells Capital Management August 2011 - Present
Wachovia 2008 - 2011
Evergreen Investments 2005 - 2007
C-bridge Internet Solutions 2000 - 2001
Education
Rensselaer Polytechnic Institute 1992 — 1996
Wells Capital Management August 2011 - Present
Wachovia 2008 - 2011
Evergreen Investments 2005 - 2007
C-bridge Internet Solutions 2000 - 2001
Education
Rensselaer Polytechnic Institute 1992 — 1996
Jeff Stabler, CFA's Wells Capital Management Experience 1998 - 2000
Job Head of Product Specialists, US Equity & Fixed Income at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors 2015 - Present
Commonfund 2013 - 2014
WHV Investment Management 2011 - 2013
RCM 2000 - 2011
Wells Capital Management 1998 - 2000
NatWest Markets 1994 - 1997
Westpac Banking Corporation 1984 - 1994
Skills
Asset Managment, Investment Strategies, Equities, Securities Lending, Alternative Investments, Investment Banking, Investment Management, Mutual Funds, Series 7, Asset Allocation, Bloomberg, Hedge Funds, Securities, Fixed Income, Portfolio Management, ETFs, Investments, Wealth Management, Institutional..., Financial Services, Capital Markets, Valuation, Private Equity, Fund Of Funds, Asset Management, Separately Managed...
Education
Miami University
B.S., Finance, International Business
Allianz Global Investors 2015 - Present
Commonfund 2013 - 2014
WHV Investment Management 2011 - 2013
RCM 2000 - 2011
Wells Capital Management 1998 - 2000
NatWest Markets 1994 - 1997
Westpac Banking Corporation 1984 - 1994
Skills
Asset Managment, Investment Strategies, Equities, Securities Lending, Alternative Investments, Investment Banking, Investment Management, Mutual Funds, Series 7, Asset Allocation, Bloomberg, Hedge Funds, Securities, Fixed Income, Portfolio Management, ETFs, Investments, Wealth Management, Institutional..., Financial Services, Capital Markets, Valuation, Private Equity, Fund Of Funds, Asset Management, Separately Managed...
Education
Miami University
B.S., Finance, International Business
Scott Hester's Wells Capital Management Experience August 2004 - Present
Job Applications Systems Engineer at Wells Capital Management
Industry Information Technology and Services
Experience
Wells Capital Management August 2004 - Present
Evergreen Investments 2004 - 2010
Bank of America December 1998 - August 2004
Spectrum Technology Group, Inc. July 1996 - December 1998
Skills
charles river..., oracle, sybase, xml, IntelliJ IDEA, Eclipse, Java software..., Maven, Sonic, JBoss Seam, xslt, c++, c#, PL/SQL, sql, jms, android, Oracle, Sybase, C#, SQL, Java Enterprise Edition, JMS, XML, Java
Education
North Carolina State University
BS, Computer Science
Wells Capital Management August 2004 - Present
Evergreen Investments 2004 - 2010
Bank of America December 1998 - August 2004
Spectrum Technology Group, Inc. July 1996 - December 1998
Skills
charles river..., oracle, sybase, xml, IntelliJ IDEA, Eclipse, Java software..., Maven, Sonic, JBoss Seam, xslt, c++, c#, PL/SQL, sql, jms, android, Oracle, Sybase, C#, SQL, Java Enterprise Edition, JMS, XML, Java
Education
North Carolina State University
BS, Computer Science
Tony Fierro's Wells Capital Management Experience October 2009 - May 2013
Job Database Administrator at Pro Pacific Fresh
Industry Logistics and Supply Chain
Experience
Pro Pacific Fresh June 2013 - Present
Wells Capital Management October 2009 - May 2013
Charles Schwab April 2005 - September 2009
Charles Schwab December 2003 - April 2005
Charles Schwab November 1998 - December 2003
Skills
Business Analysis, Business Process, Databases, Oracle, Microsoft SQL Server, Risk Management, Project Management, Database Design, .NET, Trading Systems
Education
San Francisco State University 1994 — 1996
San Francisco State University
Information Technology
Pro Pacific Fresh June 2013 - Present
Wells Capital Management October 2009 - May 2013
Charles Schwab April 2005 - September 2009
Charles Schwab December 2003 - April 2005
Charles Schwab November 1998 - December 2003
Skills
Business Analysis, Business Process, Databases, Oracle, Microsoft SQL Server, Risk Management, Project Management, Database Design, .NET, Trading Systems
Education
San Francisco State University 1994 — 1996
San Francisco State University
Information Technology
Hal Bickings's Wells Capital Management Experience January 2011 - March 2012
Job Experienced Technology Professional
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - July 2013
Wells Capital Management January 2011 - March 2012
Wells Capital Management October 2009 - December 2010
Evergreen Investments November 2005 - November 2009
Wachovia March 2002 - November 2005
USAF 1993 - 1999
Skills
SharePoint, Microsoft SQL Server, Java, Oracle, VBA, SDLC, ASP.NET, Requirements Analysis, Enterprise Risk..., Asset Management, ETL, SSRS, Systems Analysis, Data Warehousing, Oracle PL/SQL..., Visio, UML, Crystal Reports, XML, CRM, Analysis, SQL, Databases, Microsoft Office, DTS, SQL Server Management..., Visual Studio, Microsoft Reporting..., Financial Reporting, Credit Risk, Market Risk, Eagle PACE, Active Reports, HTML, General Ledger, Asset Managment, Investments, SSIS, VB.NET, Business Analysis, Requirements Gathering, Portfolio Management, Data Modeling, Financial Services, Business Intelligence, Business Requirements, Financial Regulation, Securities Regulation, CCAR, Software Project...
Education
University of North Carolina at Charlotte 2008 — 2012
Masters of Science, Information Technology, 4.0
The College of New Jersey 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance
New Horizons Computer Learning Center 1999 — 2001
MCP, Microsoft .NET
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - July 2013
Wells Capital Management January 2011 - March 2012
Wells Capital Management October 2009 - December 2010
Evergreen Investments November 2005 - November 2009
Wachovia March 2002 - November 2005
USAF 1993 - 1999
Skills
SharePoint, Microsoft SQL Server, Java, Oracle, VBA, SDLC, ASP.NET, Requirements Analysis, Enterprise Risk..., Asset Management, ETL, SSRS, Systems Analysis, Data Warehousing, Oracle PL/SQL..., Visio, UML, Crystal Reports, XML, CRM, Analysis, SQL, Databases, Microsoft Office, DTS, SQL Server Management..., Visual Studio, Microsoft Reporting..., Financial Reporting, Credit Risk, Market Risk, Eagle PACE, Active Reports, HTML, General Ledger, Asset Managment, Investments, SSIS, VB.NET, Business Analysis, Requirements Gathering, Portfolio Management, Data Modeling, Financial Services, Business Intelligence, Business Requirements, Financial Regulation, Securities Regulation, CCAR, Software Project...
Education
University of North Carolina at Charlotte 2008 — 2012
Masters of Science, Information Technology, 4.0
The College of New Jersey 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance
New Horizons Computer Learning Center 1999 — 2001
MCP, Microsoft .NET
Andrew Kenth's Wells Capital Management Experience September 2013 - Present
Job Business Systems Consultant at Wells Capital Management
Industry Banking
Experience
Wells Capital Management September 2013 - Present
GE Healthcare February 2013 - September 2013
BMO Capital Markets April 2008 - February 2013
Alverno College January 2004 - April 2008
INT 1999 - 2003
Skills
SQL, Business Analysis, Strategy, Databases, Data Analysis, Analysis, SDLC, Process Improvement, Project Management, Business Intelligence, Requirements Analysis, Visio, Integration, Team Leadership, Program Management, Microsoft SQL Server, Software Documentation, SharePoint, Vendor Management, Risk Management, Software Project..., Business Process
Education
Marquette University 2011 — 2014
Masters, Business Administration
University of Wisconsin-Parkside 1996 — 2001
Business, Information Systems
Wells Capital Management September 2013 - Present
GE Healthcare February 2013 - September 2013
BMO Capital Markets April 2008 - February 2013
Alverno College January 2004 - April 2008
INT 1999 - 2003
Skills
SQL, Business Analysis, Strategy, Databases, Data Analysis, Analysis, SDLC, Process Improvement, Project Management, Business Intelligence, Requirements Analysis, Visio, Integration, Team Leadership, Program Management, Microsoft SQL Server, Software Documentation, SharePoint, Vendor Management, Risk Management, Software Project..., Business Process
Education
Marquette University 2011 — 2014
Masters, Business Administration
University of Wisconsin-Parkside 1996 — 2001
Business, Information Systems
Nikki Ostram's Wells Capital Management Experience Software DeveloperHK Systems1991 - 2002
Job Technology Manager at Wells Capital Management
Industry Computer Software
Experience
Wells Capital Management Software DeveloperHK Systems1991 - 2002
Education
Milwaukee School of Engineering 1989 — 1993
Wells Capital Management Software DeveloperHK Systems1991 - 2002
Education
Milwaukee School of Engineering 1989 — 1993
Adam Bordner's Wells Capital Management Experience May 2006 - August 2006
Job Vice President at Citigroup
Industry Investment Banking
Brian Wucherpfennig's Wells Capital Management Experience December 2014 - Present
Job Client Administration Team at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management December 2014 - Present
Wells Fargo Advantage Funds November 2007 - November 2014
Wells Fargo Advantage Funds November 2006 - October 2007
U.S. Bancorp Fund Services April 2006 - November 2006
U.S. Bancorp Fund Services April 2005 - April 2006
Skills
Financial Services, Mutual Funds, Leadership
Education
St. Norbert College 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Capital Management December 2014 - Present
Wells Fargo Advantage Funds November 2007 - November 2014
Wells Fargo Advantage Funds November 2006 - October 2007
U.S. Bancorp Fund Services April 2006 - November 2006
U.S. Bancorp Fund Services April 2005 - April 2006
Skills
Financial Services, Mutual Funds, Leadership
Education
St. Norbert College 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pamela Voelz's Wells Capital Management Experience August 2005 - Present
Job Talent Development Manager at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management August 2005 - Present
Strong Capital Management May 1997 - August 2005
Strong Capital Management August 1993 - May 1997
Strong Capital Management November 1991 - August 1993
Skills
Training, Financial Services, Talent Management, Strategic Planning, Asset Managment, Finance, Investments, Asset Management, Recruiting, Employee Benefits, Leadership, Mutual Funds
Education
Mount Mary University
Business Administration
Wells Capital Management August 2005 - Present
Strong Capital Management May 1997 - August 2005
Strong Capital Management August 1993 - May 1997
Strong Capital Management November 1991 - August 1993
Skills
Training, Financial Services, Talent Management, Strategic Planning, Asset Managment, Finance, Investments, Asset Management, Recruiting, Employee Benefits, Leadership, Mutual Funds
Education
Mount Mary University
Business Administration
David Hermanny's Wells Capital Management Experience April 2010 - Present
Job Equity Analyst
Industry Financial Services
Experience
Wells Capital Management April 2010 - Present
Skills
Equity Research, Equities, Bloomberg, Data Analysis, Financial Modeling, Valuation, Bloomberg Terminal, Asset Allocation, Fixed Income, Alternative Investments, Investment Management, Hedge Funds, Mutual Funds
Education
Marquette University 2007 — 2011
BS, Finance - Applied Investment Management, International Business, German minor
Wells Capital Management April 2010 - Present
Skills
Equity Research, Equities, Bloomberg, Data Analysis, Financial Modeling, Valuation, Bloomberg Terminal, Asset Allocation, Fixed Income, Alternative Investments, Investment Management, Hedge Funds, Mutual Funds
Education
Marquette University 2007 — 2011
BS, Finance - Applied Investment Management, International Business, German minor
Robin Kollannur's Wells Capital Management Experience August 1994 - August 1996
Job General Partner at Mercator Asset Management
Industry Financial Services
Experience
Mercator Asset Management August 2009 - Present
C.A.M., LLC December 2008 - August 2009
Northern Trust Value Investors August 2004 - August 2008
Medius Capital Group April 2003 - August 2004
Brandes Investment Partners August 1996 - March 2003
Wells Capital Management August 1994 - August 1996
Paine Webber April 1993 - August 1994
Skills
Asset Management, Business Development, Investments, Asset Allocation, Investment Management, Valuation, Equities, Portfolio Management, Investment Banking, Mutual Funds, Equity Research, Emerging Markets, Risk Management, Financial Modeling, Securities, Financial Analysis, Strategic Planning, Alternative Investments, Bloomberg, Investment Strategies, Equity Valuation, Asset Managment, Private Equity
Education
University of Houston 1992 — 1996
MBA, Finance
Texas A&M University 1988 — 1992
BA, English
Mercator Asset Management August 2009 - Present
C.A.M., LLC December 2008 - August 2009
Northern Trust Value Investors August 2004 - August 2008
Medius Capital Group April 2003 - August 2004
Brandes Investment Partners August 1996 - March 2003
Wells Capital Management August 1994 - August 1996
Paine Webber April 1993 - August 1994
Skills
Asset Management, Business Development, Investments, Asset Allocation, Investment Management, Valuation, Equities, Portfolio Management, Investment Banking, Mutual Funds, Equity Research, Emerging Markets, Risk Management, Financial Modeling, Securities, Financial Analysis, Strategic Planning, Alternative Investments, Bloomberg, Investment Strategies, Equity Valuation, Asset Managment, Private Equity
Education
University of Houston 1992 — 1996
MBA, Finance
Texas A&M University 1988 — 1992
BA, English
Theran Motl's Wells Capital Management Experience February 2007 - Present
Job Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management February 2007 - Present
Wells Fargo January 2005 - January 2007
Strong June 2002 - December 2004
Education
Marquette University 1998 — 2002
BA
Wells Capital Management February 2007 - Present
Wells Fargo January 2005 - January 2007
Strong June 2002 - December 2004
Education
Marquette University 1998 — 2002
BA
Ginny Jee's Wells Capital Management Experience December 2002 - September 2007
Job Experience in Trading Operations, Client Relations, Portfolio Accounting in Investment Advisory Firm and Hedge Fund.
Industry Financial Services
Experience
Golden Gate Capital November 2008 - Present
Confier Securities September 2007 - August 2008
Wells Capital Management December 2002 - September 2007
Wells Fargo January 1997 - December 2000
Education
San Francisco State University
Bachelor's Degree, Business/Managerial Economics
University of Phoenix
Master of Business Administration (M.B.A.)
Golden Gate Capital November 2008 - Present
Confier Securities September 2007 - August 2008
Wells Capital Management December 2002 - September 2007
Wells Fargo January 1997 - December 2000
Education
San Francisco State University
Bachelor's Degree, Business/Managerial Economics
University of Phoenix
Master of Business Administration (M.B.A.)
Jessica Geary's Wells Capital Management Experience February 2010 - Present
Job Investment Risk Analyst at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management February 2010 - Present
Cleary Gull Holdings October 2008 - February 2010
Cleary Gull Inc. October 2006 - October 2008
Robert W. Baird December 2005 - September 2006
Robert W. Baird & Co. March 2005 - December 2005
The Institute for Entrepreneurship March 2003 - August 2004
Skills
Financial Modeling, Portfolio Management, Investments, Mutual Funds, Funding, Analysis, Asset Management, Financial Analysis, Due Diligence
Education
Marquette University 2006 — 2008
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 2002 — 2006
BBA, Finance & Marketing
Wells Capital Management February 2010 - Present
Cleary Gull Holdings October 2008 - February 2010
Cleary Gull Inc. October 2006 - October 2008
Robert W. Baird December 2005 - September 2006
Robert W. Baird & Co. March 2005 - December 2005
The Institute for Entrepreneurship March 2003 - August 2004
Skills
Financial Modeling, Portfolio Management, Investments, Mutual Funds, Funding, Analysis, Asset Management, Financial Analysis, Due Diligence
Education
Marquette University 2006 — 2008
MBA, Business
University of Wisconsin-Milwaukee - Lubar School of Business 2002 — 2006
BBA, Finance & Marketing
Raymond DuFauchard's Wells Capital Management Experience December 2013 - Present
Job Documentation Negotiator at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management December 2013 - Present
Wells Fargo September 2008 - July 2013
Wells Fargo December 2004 - September 2008
Wachovia, A Wells Fargo Company September 2002 - December 2004
Mizuho Corporate Bank November 2000 - September 2002
Goldman Sachs November 1999 - November 2000
Skills
Derivatives, Capital Markets, Fixed Income, Banking, Investment Banking, Risk Management, ISDA, Document Management, Interest Rate..., Energy Derivatives, Derivative Operations, Credit Derivatives, Regulatory Submissions, Regulatory Requirements, Reports, Scrittura, Calypso, Endur, Microsoft Office, Management, Mentoring, FX Derivatives, MBA, Hedge Funds, Contract Negotiation, Financial Services, Bonds
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
State University of New York at Albany 1997 — 1999
Bachelor of Arts (B.A.), Economics
State University of New York College of Agriculture and Technology at Morrisville 1995 — 1997
Associate of Arts (A.A.), Accounting
Wells Capital Management December 2013 - Present
Wells Fargo September 2008 - July 2013
Wells Fargo December 2004 - September 2008
Wachovia, A Wells Fargo Company September 2002 - December 2004
Mizuho Corporate Bank November 2000 - September 2002
Goldman Sachs November 1999 - November 2000
Skills
Derivatives, Capital Markets, Fixed Income, Banking, Investment Banking, Risk Management, ISDA, Document Management, Interest Rate..., Energy Derivatives, Derivative Operations, Credit Derivatives, Regulatory Submissions, Regulatory Requirements, Reports, Scrittura, Calypso, Endur, Microsoft Office, Management, Mentoring, FX Derivatives, MBA, Hedge Funds, Contract Negotiation, Financial Services, Bonds
Education
Wake Forest University - Babcock Graduate School of Management 2009 — 2011
Master of Business Administration (M.B.A.)
State University of New York at Albany 1997 — 1999
Bachelor of Arts (B.A.), Economics
State University of New York College of Agriculture and Technology at Morrisville 1995 — 1997
Associate of Arts (A.A.), Accounting
Ellie Yi's Wells Capital Management Experience November 2004 - September 2006
Job Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank August 2011 - Present
Wells Fargo Bank September 2006 - August 2011
Wells Capital Management November 2004 - September 2006
Wells Capital Management September 2001 - October 2004
Skills
Fixed Income, Portfolio Management, Equities
Education
San Francisco State University
B.S.
Wells Fargo Bank August 2011 - Present
Wells Fargo Bank September 2006 - August 2011
Wells Capital Management November 2004 - September 2006
Wells Capital Management September 2001 - October 2004
Skills
Fixed Income, Portfolio Management, Equities
Education
San Francisco State University
B.S.
Peter Skolnik's Wells Capital Management Experience 2004 - Present
Job Vice President at Evergreen Investments
Industry Financial Services
Experience
Evergreen Investments September 2004 - Present
Wells Capital Management 2004 - Present
Lehman Brothers April 2000 - September 2004
Atlanta Capital Management May 1998 - April 2000
Education
State University of New York College at Buffalo
English, Economics
Evergreen Investments September 2004 - Present
Wells Capital Management 2004 - Present
Lehman Brothers April 2000 - September 2004
Atlanta Capital Management May 1998 - April 2000
Education
State University of New York College at Buffalo
English, Economics
Hannah Marble's Wells Capital Management Experience 2001 - 2004
Job Institutional Client Relationship Manager
Industry Financial Services
Experience
Wells Fargo Funds Distributor, LLC August 2010 - Present
Wells Fargo Funds Management June 2005 - July 2010
Wells Fargo Funds Management January 2004 - June 2005
Wells Capital Management 2001 - 2004
Skills
Series 7, Series 66, Investments, CRM, Marketing, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management, Financial Analysis, Financial Services, Investment Strategies, Securities
Education
St. Mary's College of California 2008 — 2009
M.S., Financial Analysis
University of California, Santa Barbara 1995 — 1999
BS, Political Science & History
Wells Fargo Funds Distributor, LLC August 2010 - Present
Wells Fargo Funds Management June 2005 - July 2010
Wells Fargo Funds Management January 2004 - June 2005
Wells Capital Management 2001 - 2004
Skills
Series 7, Series 66, Investments, CRM, Marketing, Series 63, Mutual Funds, Asset Allocation, Alternative Investments, Wealth Management, Financial Analysis, Financial Services, Investment Strategies, Securities
Education
St. Mary's College of California 2008 — 2009
M.S., Financial Analysis
University of California, Santa Barbara 1995 — 1999
BS, Political Science & History
Carolyn Thomson, CIPM's Wells Capital Management Experience November 2001 - Present
Job VP Sr. Performance Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management November 2001 - Present
State Street August 1998 - August 2001
Skills
Investment Strategies, Hedge Funds, Fixed Income, Equities, Investment Management, Asset Managment
Education
Providence College 1988 — 1992
Bachelor, Accounting
Wells Capital Management November 2001 - Present
State Street August 1998 - August 2001
Skills
Investment Strategies, Hedge Funds, Fixed Income, Equities, Investment Management, Asset Managment
Education
Providence College 1988 — 1992
Bachelor, Accounting
Tara Mangelsen's Wells Capital Management Experience December 2004 - September 2005
Job Compliance Specialist at Artisan Partners
Industry Financial Services
Experience
Artisan Partners October 2013 - Present
Not Applicable November 2010 - October 2013
Artisan Partners November 2006 - October 2010
GE Healthcare September 2005 - November 2006
Wells Capital Management December 2004 - September 2005
Strong Capital Management June 2000 - December 2004
Skills
Mutual Funds, Equities, Marketing, Project Management, Marketing Communications
Education
Marquette University 2001 — 2004
MBA
University of Wisconsin-Whitewater 1996 — 2000
BBA, Finance
Artisan Partners October 2013 - Present
Not Applicable November 2010 - October 2013
Artisan Partners November 2006 - October 2010
GE Healthcare September 2005 - November 2006
Wells Capital Management December 2004 - September 2005
Strong Capital Management June 2000 - December 2004
Skills
Mutual Funds, Equities, Marketing, Project Management, Marketing Communications
Education
Marquette University 2001 — 2004
MBA
University of Wisconsin-Whitewater 1996 — 2000
BBA, Finance
Janine Handley's Wells Capital Management Experience August 2011 - Present
Job Technical Project Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2011 - Present
Wells Capital Management October 2009 - August 2011
Evergreen Investments December 2006 - October 2009
OffitBank September 2002 - December 2006
Offitbank July 2000 - September 2002
Smith Barney June 1997 - July 2000
Skills
Fixed Income, Mutual Funds, Bloomberg, Portfolio Management, Derivatives, Equities, Options, Investments, Trading, Bonds, Capital Markets, Hedge Funds, Asset Allocation, Securities, Asset Management, Business Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
BS, Finance
Wells Capital Management August 2011 - Present
Wells Capital Management October 2009 - August 2011
Evergreen Investments December 2006 - October 2009
OffitBank September 2002 - December 2006
Offitbank July 2000 - September 2002
Smith Barney June 1997 - July 2000
Skills
Fixed Income, Mutual Funds, Bloomberg, Portfolio Management, Derivatives, Equities, Options, Investments, Trading, Bonds, Capital Markets, Hedge Funds, Asset Allocation, Securities, Asset Management, Business Analysis
Education
Saint John's University - Peter J. Tobin College of Business 1993 — 1997
BS, Finance
Madeleine Bajurin's Wells Capital Management Experience February 2000 - September 2006
Job Senior Executive Assistant at Union Bank Wealth Markets
Industry Banking
Experience
MUFG Union Bank September 2010 - Present
US Bank Equipment Finance December 2009 - September 2010
Wells Capital Management February 2000 - September 2006
HighMark Capital Management July 1997 - February 2000
Arthur Andersen LLP October 1995 - July 1997
Skills
C-Level Executive..., Office Management, Customer Service, Event & Meeting Planning, Microsoft Office, Leadership, Elder Care, Financial Services, Investments, Banking
Education
Sonoma State University 1992 — 1994
BS, Business Administration
MUFG Union Bank September 2010 - Present
US Bank Equipment Finance December 2009 - September 2010
Wells Capital Management February 2000 - September 2006
HighMark Capital Management July 1997 - February 2000
Arthur Andersen LLP October 1995 - July 1997
Skills
C-Level Executive..., Office Management, Customer Service, Event & Meeting Planning, Microsoft Office, Leadership, Elder Care, Financial Services, Investments, Banking
Education
Sonoma State University 1992 — 1994
BS, Business Administration
Chuck Rategan's Wells Capital Management Experience Audit SeniorArthur Andersen LLP1988 - 1992
Job Financial Consultant at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management Audit SeniorArthur Andersen LLP1988 - 1992
Skills
Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, Investment Management, Retirement Planning, Asset Management, Securities, Wealth Management, Investments
Education
Loyola Marymount University
Wells Capital Management Audit SeniorArthur Andersen LLP1988 - 1992
Skills
Mutual Funds, Asset Allocation, Investment Strategies, Investment Advisory, Investment Management, Retirement Planning, Asset Management, Securities, Wealth Management, Investments
Education
Loyola Marymount University
Brent Barton's Wells Capital Management Experience March 2009 - Present
Job Director/Senior Analyst at Sterling Capital Management
Industry Financial Services
Experience
Sterling Capital Management April 2011 - Present
Wells Capital Management March 2009 - Present
Evergreen Investments/Wachovia 1997 - Present
First Colony Life Insurance August 1991 - July 1997
Education
The College of William and Mary - The Mason School of Business 1989 — 1991
MBA, Business
Randolph-Macon College 1981 — 1985
BA, Business/Economics, Minor English Literature
Sterling Capital Management April 2011 - Present
Wells Capital Management March 2009 - Present
Evergreen Investments/Wachovia 1997 - Present
First Colony Life Insurance August 1991 - July 1997
Education
The College of William and Mary - The Mason School of Business 1989 — 1991
MBA, Business
Randolph-Macon College 1981 — 1985
BA, Business/Economics, Minor English Literature
Kersten Larson's Wells Capital Management Experience January 2005 - Present
Job Equity Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management January 2005 - Present
Strong Capital Management 2003 - January 2005
Strong Capital Managment 2001 - 2003
Strong Capital Management 2000 - 2001
Education
Ripon College 1996 — 2000
Bachelor's degree, Economics
Wells Capital Management January 2005 - Present
Strong Capital Management 2003 - January 2005
Strong Capital Managment 2001 - 2003
Strong Capital Management 2000 - 2001
Education
Ripon College 1996 — 2000
Bachelor's degree, Economics
David Brandmire, CFA's Wells Capital Management Experience October 2002 - December 2009
Job Vice President, Fixed Income
Industry Investment Management
Experience
Wells Fargo Bank December 2009 - Present
Wells Capital Management October 2002 - December 2009
Robert Half Finance & Accounting March 2002 - October 2002
Travelers June 1996 - February 2002
ING Investment Management March 1993 - June 1996
Unisys June 1988 - February 1993
Skills
Fixed Income, Securities, Valuation, Investment Management, Portfolio Management, Asset Managment, Investments, Financial Modeling, Bloomberg, Capital Markets, Financial Analysis, Risk Management, Bonds, Asset Allocation, Analysis, Credit Analysis, Fixed Income Analysis, Credit, Finance, Wealth Management, Structured Finance, Asset Management
Education
University of Minnesota - Carlson School of Management 1992 — 1995
MBA, Finance
Minnesota State University, Mankato 1981 — 1984
BS, Computer Science/Business
Wells Fargo Bank December 2009 - Present
Wells Capital Management October 2002 - December 2009
Robert Half Finance & Accounting March 2002 - October 2002
Travelers June 1996 - February 2002
ING Investment Management March 1993 - June 1996
Unisys June 1988 - February 1993
Skills
Fixed Income, Securities, Valuation, Investment Management, Portfolio Management, Asset Managment, Investments, Financial Modeling, Bloomberg, Capital Markets, Financial Analysis, Risk Management, Bonds, Asset Allocation, Analysis, Credit Analysis, Fixed Income Analysis, Credit, Finance, Wealth Management, Structured Finance, Asset Management
Education
University of Minnesota - Carlson School of Management 1992 — 1995
MBA, Finance
Minnesota State University, Mankato 1981 — 1984
BS, Computer Science/Business
Matt Slowinski's Wells Capital Management Experience September 2004 - March 2008
Job Vice President Portfolio Manager at Dana Investment Advisors
Industry Investment Management
Experience
Dana Investment Advisors March 2008 - Present
Wells Capital Management September 2004 - March 2008
UBS Financial Services 2003 - 2003
Skills
Portfolio Management, Fixed Income, Investments, Asset Management
Education
Penn State University 2007 — 2009
MBA
University of Wisconsin-Milwaukee 2000 — 2003
BBA, Finance
wilmot
Dana Investment Advisors March 2008 - Present
Wells Capital Management September 2004 - March 2008
UBS Financial Services 2003 - 2003
Skills
Portfolio Management, Fixed Income, Investments, Asset Management
Education
Penn State University 2007 — 2009
MBA
University of Wisconsin-Milwaukee 2000 — 2003
BBA, Finance
wilmot
Juli Baier's Wells Capital Management Experience 1983 - 1995
Job Owner & Principal, Juli Baier Interior Design
Industry Design
Experience
Juli Baier Interior Design 2000 - Present
Encirq 1999 - 2001
Sanford C. Bernstein 1997 - 1999
Wells Capital Management 1983 - 1995
Skills
Interior Design, Kitchen & Bath Design, Interior Architecture, Space Planning, Furniture Design, Lighting Design, Space-planning, Furniture, Space planning, Bathrooms, Renovation, Textiles, Construction, Custom Furniture, Finish, Residential Design, Furnishings, Rendering, Sketching, Architectural Design, Residential Homes
Education
Institute of Classical Architecture and Art 2012 — 2014
In Progress: ICAA Certificate in Classical Architecture
UC Berkeley Extension
San Francisco State University
Juli Baier Interior Design 2000 - Present
Encirq 1999 - 2001
Sanford C. Bernstein 1997 - 1999
Wells Capital Management 1983 - 1995
Skills
Interior Design, Kitchen & Bath Design, Interior Architecture, Space Planning, Furniture Design, Lighting Design, Space-planning, Furniture, Space planning, Bathrooms, Renovation, Textiles, Construction, Custom Furniture, Finish, Residential Design, Furnishings, Rendering, Sketching, Architectural Design, Residential Homes
Education
Institute of Classical Architecture and Art 2012 — 2014
In Progress: ICAA Certificate in Classical Architecture
UC Berkeley Extension
San Francisco State University
Yen Truong's Wells Capital Management Experience September 2003 - March 2005
Job Fiduciary Tax Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2012 - Present
Wells Fargo October 2009 - Present
Wells Capital Management September 2003 - March 2005
Wells Fargo January 2000 - March 2003
Skills
Wealth Management, Relationship Management, Portfolio Management, Financial Services, Investments, Mutual Funds, Securities
Education
North Dakota State University
Wells Fargo June 2012 - Present
Wells Fargo October 2009 - Present
Wells Capital Management September 2003 - March 2005
Wells Fargo January 2000 - March 2003
Skills
Wealth Management, Relationship Management, Portfolio Management, Financial Services, Investments, Mutual Funds, Securities
Education
North Dakota State University
Donald Henken's Wells Capital Management Experience March 2011 - Present
Job Credit Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management March 2011 - Present
RBC Global Asset Management July 2008 - March 2011
Education
University of Wisconsin-Madison - School of Business 2006 — 2008
M.B.A., Applied Security Analysis
Louisiana Tech University 1998 — 2002
B.S., Chemical Engineering
Wells Capital Management March 2011 - Present
RBC Global Asset Management July 2008 - March 2011
Education
University of Wisconsin-Madison - School of Business 2006 — 2008
M.B.A., Applied Security Analysis
Louisiana Tech University 1998 — 2002
B.S., Chemical Engineering
Rex Wardlaw's Wells Capital Management Experience March 1996 - October 1999
Job Aerie View LLC
Industry Investment Management
Experience
Aerie View LLC August 2014 - Present
First Republic Investment Management April 2006 - January 2013
US Trust October 1999 - April 2006
Wells Capital Management March 1996 - October 1999
First Interstate Bank and Wells Fargo July 1986 - October 1999
Skills
Asset Management, Equity Research, Portfolio Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Investments, Equities, Hedge Funds, Investment Strategies, Investment Advisory, Fixed Income, Wealth Management..., Mutual Funds, Series 7, Capital Markets, Bloomberg, Asset Managment, Wealth, Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1984 — 1986
MBA, Finance & Marketing
Northwest Nazarene University 1973 — 1977
Bachelor of Arts (B.A.), Chemistry
Aerie View LLC August 2014 - Present
First Republic Investment Management April 2006 - January 2013
US Trust October 1999 - April 2006
Wells Capital Management March 1996 - October 1999
First Interstate Bank and Wells Fargo July 1986 - October 1999
Skills
Asset Management, Equity Research, Portfolio Management, Asset Allocation, Alternative Investments, Investment Management, Wealth Management, Investments, Equities, Hedge Funds, Investment Strategies, Investment Advisory, Fixed Income, Wealth Management..., Mutual Funds, Series 7, Capital Markets, Bloomberg, Asset Managment, Wealth, Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1984 — 1986
MBA, Finance & Marketing
Northwest Nazarene University 1973 — 1977
Bachelor of Arts (B.A.), Chemistry
Larisa Dakhis Vejzovic, CFA's Wells Capital Management Experience December 2005 - May 2011
Job VP, RMBS Portfolio Manager at Dynex Capital
Industry Investment Management
Experience
Dynex Capital May 2011 - Present
Wells Capital Management December 2005 - May 2011
Evergreen Investments/Tattersall Advisory Group May 2002 - December 2005
Evergreen Investments/Tattersall Advisory Group May 2001 - May 2002
Education
CFA Institute
CFA charterholder
Penn State University 1995 — 1999
BS, marketing, finance, international business
Dynex Capital May 2011 - Present
Wells Capital Management December 2005 - May 2011
Evergreen Investments/Tattersall Advisory Group May 2002 - December 2005
Evergreen Investments/Tattersall Advisory Group May 2001 - May 2002
Education
CFA Institute
CFA charterholder
Penn State University 1995 — 1999
BS, marketing, finance, international business
Adrian Van Poppel's Wells Capital Management Experience 1997 - Present
Job Senior Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management 1997 - Present
Skills
Fixed Income, Bloomberg, Portfolio Management, Municipal, Trading
Education
Saint Mary's College of California
M.S., Financial Analysis and Investment Management
Wells Capital Management 1997 - Present
Skills
Fixed Income, Bloomberg, Portfolio Management, Municipal, Trading
Education
Saint Mary's College of California
M.S., Financial Analysis and Investment Management
Jennifer Earnest's Wells Capital Management Experience January 2003 - Present
Job Client Relations Director, Asia Pacific Region at Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Capital Management January 2003 - Present
Montgomery Asset Management December 2001 - January 2003
JP Morgan Chase & Co./ Hambrecht & Quist October 1999 - December 2001
Deutsche Banc Alex. Brown 1997 - 1999
Skills
Mutual Funds, Investment Strategies, Fixed Income, Management, Equities, Asset Management, Investments, Portfolio Management, Financial Services, Investment Management, Emerging Markets, Securities
Education
San Francisco State University
Psychology
University of California, Berkeley
Accounting and Finance
Wells Capital Management January 2003 - Present
Montgomery Asset Management December 2001 - January 2003
JP Morgan Chase & Co./ Hambrecht & Quist October 1999 - December 2001
Deutsche Banc Alex. Brown 1997 - 1999
Skills
Mutual Funds, Investment Strategies, Fixed Income, Management, Equities, Asset Management, Investments, Portfolio Management, Financial Services, Investment Management, Emerging Markets, Securities
Education
San Francisco State University
Psychology
University of California, Berkeley
Accounting and Finance
Veera Nagulapati's Wells Capital Management Experience February 2007 - October 2008
Job Sr Decision Support Analyst at Bed Bath & Beyond
Industry Information Technology and Services
Experience
Barnes & Noble January 2013 - March 2013
Fidelity Investments October 2012 - January 2013
JPMorgan Chase April 2012 - October 2012
Ogilvy CommonHealth Worldwide April 2012 - August 2012
The Home Depot September 2011 - April 2012
Bank of the West January 2011 - September 2011
NBCUniversal, Inc. September 2008 - January 2011
Wells Capital Management February 2007 - October 2008
American Express February 2006 - January 2007
Farmers Insurance October 2005 - February 2006
Skills
Microstrategy, DB2, Teradata, Oracle, SQL Server, Hyperion, ProClarity, Dashboard, Microsoft SQL Server, Data Warehousing, Business Intelligence, Data Migration, Performance Tuning, Data Marts
Education
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science & Engineering
Barnes & Noble January 2013 - March 2013
Fidelity Investments October 2012 - January 2013
JPMorgan Chase April 2012 - October 2012
Ogilvy CommonHealth Worldwide April 2012 - August 2012
The Home Depot September 2011 - April 2012
Bank of the West January 2011 - September 2011
NBCUniversal, Inc. September 2008 - January 2011
Wells Capital Management February 2007 - October 2008
American Express February 2006 - January 2007
Farmers Insurance October 2005 - February 2006
Skills
Microstrategy, DB2, Teradata, Oracle, SQL Server, Hyperion, ProClarity, Dashboard, Microsoft SQL Server, Data Warehousing, Business Intelligence, Data Migration, Performance Tuning, Data Marts
Education
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science & Engineering
Seth Hurley's Wells Capital Management Experience July 2005 - March 2015
Job Account Administrator
Industry Investment Management
Experience
Wells Capital Management July 2005 - March 2015
U.S. Trust Company February 2000 - March 2005
University Bank & Trust 1990 - 1997
University Bank & Trust 1990 - 1997
Skills
Investments, Asset Management, Mutual Funds, Banking, Investment Management, Wealth Management, Customer Service, Finance
Education
Skyline College 1986 — 1990
Business Administration and Management, General
Simpson University 1982 — 1984
Psychology
Wells Capital Management July 2005 - March 2015
U.S. Trust Company February 2000 - March 2005
University Bank & Trust 1990 - 1997
University Bank & Trust 1990 - 1997
Skills
Investments, Asset Management, Mutual Funds, Banking, Investment Management, Wealth Management, Customer Service, Finance
Education
Skyline College 1986 — 1990
Business Administration and Management, General
Simpson University 1982 — 1984
Psychology
Anna Barrera's Wells Capital Management Experience July 2008 - July 2011
Job Sustainable Tourism and Hospitality Consultant
Industry Leisure, Travel & Tourism
Experience
A2B Consulting 2014 - Present
NativeAmerica.Travel May 2013 - Present
Caesars Entertainment Corporation August 2013 - March 2015
State of Campeche, Mexico May 2013 - July 2013
Solimar International April 2012 - July 2012
Wells Capital Management July 2008 - July 2011
Skills
Fixed Income, Asset Management, Microsoft Excel, Bonds, Sustainable Tourism, Heritage Tourism, Tourism Management, Cultural Resource..., Destination Marketing, Small Business Online..., Portfolio Management, Financial Modeling, Tourism, Marketing, Strategic Planning, Event Management, Management, Social Media, Hotels, Analysis, Research
Education
The George Washington University - School of Business 2012 — 2014
Master of Tourism Administration, Sustainable Destination Development
Northwestern University 2004 — 2008
BS, Sociology/Communication Studies
A2B Consulting 2014 - Present
NativeAmerica.Travel May 2013 - Present
Caesars Entertainment Corporation August 2013 - March 2015
State of Campeche, Mexico May 2013 - July 2013
Solimar International April 2012 - July 2012
Wells Capital Management July 2008 - July 2011
Skills
Fixed Income, Asset Management, Microsoft Excel, Bonds, Sustainable Tourism, Heritage Tourism, Tourism Management, Cultural Resource..., Destination Marketing, Small Business Online..., Portfolio Management, Financial Modeling, Tourism, Marketing, Strategic Planning, Event Management, Management, Social Media, Hotels, Analysis, Research
Education
The George Washington University - School of Business 2012 — 2014
Master of Tourism Administration, Sustainable Destination Development
Northwestern University 2004 — 2008
BS, Sociology/Communication Studies
Elizabeth Stevens Adams's Wells Capital Management Experience 1994 - 1997
Job Business Owner, The Insightful Organizer
Industry Individual & Family Services
Experience
The Insightful Organizer 2011 - Present
Union Bank, N.A. January 2006 - June 2010
Merrill Lynch Trust Company, N.A. 2004 - 2006
Charles Schwab & Company June 2001 - August 2004
Wells Fargo Bank, N.A. March 1988 - July 2001
Wells Capital Management 1994 - 1997
Goldman Sachs June 1979 - March 1988
Skills
Wealth Management, Investments, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Estate Planning, Strategy, Banking, Finance, Asset Managment, Investment Management, Organization Skills, Management, Risk Management
Education
Northwestern University - Kellogg School of Management 1974 — 1978
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1969 — 1973
B.A., English
The Insightful Organizer 2011 - Present
Union Bank, N.A. January 2006 - June 2010
Merrill Lynch Trust Company, N.A. 2004 - 2006
Charles Schwab & Company June 2001 - August 2004
Wells Fargo Bank, N.A. March 1988 - July 2001
Wells Capital Management 1994 - 1997
Goldman Sachs June 1979 - March 1988
Skills
Wealth Management, Investments, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Estate Planning, Strategy, Banking, Finance, Asset Managment, Investment Management, Organization Skills, Management, Risk Management
Education
Northwestern University - Kellogg School of Management 1974 — 1978
Master of Business Administration (M.B.A.), Finance
University of Illinois at Urbana-Champaign 1969 — 1973
B.A., English
T. Elliot Grove's Wells Capital Management Experience October 2009 - January 2010
Job Manager Corporate Finance at PwC Danmark
Industry Investment Banking
Experience
PwC Danmark January 2015 - Present
PwC June 2013 - January 2015
PwC October 2011 - June 2013
MB Financial Bank January 2010 - October 2011
Wells Capital Management October 2009 - January 2010
Skills
Valuation, Bloomberg, Corporate Finance, Financial Modeling, Financial Analysis, Competitive Analysis, Due Diligence, Finance, Investment Banking, Portfolio Management, Credit
Education
Indiana University Bloomington 2004 — 2009
B.S. in Business, Finance & Entrepreneurship
PwC Danmark January 2015 - Present
PwC June 2013 - January 2015
PwC October 2011 - June 2013
MB Financial Bank January 2010 - October 2011
Wells Capital Management October 2009 - January 2010
Skills
Valuation, Bloomberg, Corporate Finance, Financial Modeling, Financial Analysis, Competitive Analysis, Due Diligence, Finance, Investment Banking, Portfolio Management, Credit
Education
Indiana University Bloomington 2004 — 2009
B.S. in Business, Finance & Entrepreneurship
Paul Carder, CFA's Wells Capital Management Experience January 2007 - Present
Job Portfolio Manager, Senior Research Analyst
Industry Investment Management
Experience
Wells Capital Management January 2007 - Present
Wells Capital Management September 2004 - December 2007
Wachovia Securities July 2000 - June 2004
ExxonMobil September 1999 - June 2000
ExxonMobil April 1998 - August 1999
ExxonMobil June 1996 - March 1998
US Navy 1990 - 1994
Skills
Equity Research, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Financial Analysis, Investment Strategies, Equity Valuation, Asset Management, Investments, Valuation, Equities, Series 7, Bloomberg, Equity Trading, Private Equity, Due Diligence, Credit Analysis, Cost Accounting, Capital Budgeting, Operating Budgets, SAP Implementation, Project Management, Team Management, Data Analysis
Education
Texas A&M University 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
Virginia Tech 1986 — 1990
Bachelor's Degree, Public Administration and Business
Wells Capital Management January 2007 - Present
Wells Capital Management September 2004 - December 2007
Wachovia Securities July 2000 - June 2004
ExxonMobil September 1999 - June 2000
ExxonMobil April 1998 - August 1999
ExxonMobil June 1996 - March 1998
US Navy 1990 - 1994
Skills
Equity Research, Portfolio Management, Asset Allocation, Alternative Investments, Financial Modeling, Financial Analysis, Investment Strategies, Equity Valuation, Asset Management, Investments, Valuation, Equities, Series 7, Bloomberg, Equity Trading, Private Equity, Due Diligence, Credit Analysis, Cost Accounting, Capital Budgeting, Operating Budgets, SAP Implementation, Project Management, Team Management, Data Analysis
Education
Texas A&M University 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
Virginia Tech 1986 — 1990
Bachelor's Degree, Public Administration and Business
Sara Trachte's Wells Capital Management Experience January 2005 - September 2012
Job Relationship Manager
Industry Investment Management
Experience
Isthmus Partners, LLC June 2014 - Present
Wells Capital Management January 2005 - September 2012
STRONGCAPITALMANAGEMENT August 2003 - January 2005
STRONGCAPITALMANAGEMENT September 2000 - August 2003
Skills
Investments, Financial Services, Investment Management, Fixed Income
Education
Marquette University 2003 — 2006
MasterofBusinessAdministration
UNIVERSITYOFWISCONSIN 1996 — 2000
BachelorofScienceDegree, Psychology
Isthmus Partners, LLC June 2014 - Present
Wells Capital Management January 2005 - September 2012
STRONGCAPITALMANAGEMENT August 2003 - January 2005
STRONGCAPITALMANAGEMENT September 2000 - August 2003
Skills
Investments, Financial Services, Investment Management, Fixed Income
Education
Marquette University 2003 — 2006
MasterofBusinessAdministration
UNIVERSITYOFWISCONSIN 1996 — 2000
BachelorofScienceDegree, Psychology
Erica Bridges's Wells Capital Management Experience May 2011 - December 2013
Job Compliance ManagerWholesale Banking
Industry Banking
Experience
Wells Fargo January 2014 - Present
Wells Capital Management May 2011 - December 2013
Wells Fargo Securities, LLC July 2006 - May 2011
Skills
Risk Management, Financial Services, FINRA, Mutual Funds, Asset Management, Fixed Income, Banking, Investments, Financial Risk, Equities
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA, Business Administration
Winthrop University 1989 — 1993
BA, Political Science
Wells Fargo January 2014 - Present
Wells Capital Management May 2011 - December 2013
Wells Fargo Securities, LLC July 2006 - May 2011
Skills
Risk Management, Financial Services, FINRA, Mutual Funds, Asset Management, Fixed Income, Banking, Investments, Financial Risk, Equities
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA, Business Administration
Winthrop University 1989 — 1993
BA, Political Science
Michael Adducci's Wells Capital Management Experience February 2007 - Present
Job Research Analyst at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management February 2007 - Present
KPMG September 2004 - February 2007
Education
Iowa State University - College of Business 2003 — 2004
MAcc, Accounting
Luther College 1999 — 2003
BA, Accounting, Economics
Wells Capital Management February 2007 - Present
KPMG September 2004 - February 2007
Education
Iowa State University - College of Business 2003 — 2004
MAcc, Accounting
Luther College 1999 — 2003
BA, Accounting, Economics
Aaron Socker's Wells Capital Management Experience May 2011 - Present
Job Equity Analyst
Industry Investment Management
Experience
Wells Capital Management May 2011 - Present
Alpha Investment Consulting Group May 2010 - September 2010
Education
Marquette University 2007 — 2011
Business Administration, Applied Investment Management, Finance
Wells Capital Management May 2011 - Present
Alpha Investment Consulting Group May 2010 - September 2010
Education
Marquette University 2007 — 2011
Business Administration, Applied Investment Management, Finance
Timothy Fotsch, CFA's Wells Capital Management Experience June 2007 - November 2012
Job Assistant Vice President / CMBS at PPM America
Industry Investment Management
Experience
PPM America, Inc. January 2013 - Present
Wells Capital Management June 2007 - November 2012
Skills
Asset Management, Bloomberg, Bloomberg Terminal, CMBS, Financial Analysis, Financial Modeling, Fixed Income, Fixed Income Analysis, Valuation
Education
Marquette University
PPM America, Inc. January 2013 - Present
Wells Capital Management June 2007 - November 2012
Skills
Asset Management, Bloomberg, Bloomberg Terminal, CMBS, Financial Analysis, Financial Modeling, Fixed Income, Fixed Income Analysis, Valuation
Education
Marquette University
Michele Magidoff, CFA's Wells Capital Management Experience 2003 - 2004
Job Senior Analyst at Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco 2004 - Present
Wells Capital Management 2003 - 2004
Montgomery Asset Management 2000 - 2003
Charles Schwab 1996 - 2000
Skills
Financial Modeling, Financial Risk, Financial Risk..., Banking, Investment Management, Credit Risk
Education
Johns Hopkins SAIS
MA, International economics
UCLA
BA, International economics
Federal Reserve Bank of San Francisco 2004 - Present
Wells Capital Management 2003 - 2004
Montgomery Asset Management 2000 - 2003
Charles Schwab 1996 - 2000
Skills
Financial Modeling, Financial Risk, Financial Risk..., Banking, Investment Management, Credit Risk
Education
Johns Hopkins SAIS
MA, International economics
UCLA
BA, International economics
Andrew Pellington's Wells Capital Management Experience June 2003 - August 2005
Job Manager, Strategy at Thomson Reuters
Industry Legal Services
Experience
Thomson Reuters July 2014 - Present
Thomson Reuters September 2011 - June 2014
Dorsey & Whitney LLP June 2008 - August 2011
Dorsey & Whitney LLP May 2007 - June 2008
Dorsey & Whitney LLP August 2005 - May 2007
Wells Capital Management June 2003 - August 2005
Skills
Operations Management, SharePoint, Financial Modeling, Corporate Finance, Finance, Mergers & Acquisitions, Financial Analysis, Corporate Law, Due Diligence, Project Management, Strategy, Business Analysis, Consulting, Business Strategy, Business Process...
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA
Northwestern University 1999 — 2003
B.S., Industrial Engineering
Thomson Reuters July 2014 - Present
Thomson Reuters September 2011 - June 2014
Dorsey & Whitney LLP June 2008 - August 2011
Dorsey & Whitney LLP May 2007 - June 2008
Dorsey & Whitney LLP August 2005 - May 2007
Wells Capital Management June 2003 - August 2005
Skills
Operations Management, SharePoint, Financial Modeling, Corporate Finance, Finance, Mergers & Acquisitions, Financial Analysis, Corporate Law, Due Diligence, Project Management, Strategy, Business Analysis, Consulting, Business Strategy, Business Process...
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA
Northwestern University 1999 — 2003
B.S., Industrial Engineering
Peter Merkel's Wells Capital Management Experience April 2007 - January 2008
Job Independent Financial Services Professional
Industry Investment Management
Experience
Grosvenor Capital Management August 2008 - August 2011
Wells Capital Management April 2007 - January 2008
Wells Capital Management June 2006 - March 2007
JPMorgan Chase August 2005 - January 2006
Skills
Hedge Funds
Education
Marquette University 2004 — 2008
Bachelor of Science in Business Adminstration, Finance, Accounting, Real Estate
Grosvenor Capital Management August 2008 - August 2011
Wells Capital Management April 2007 - January 2008
Wells Capital Management June 2006 - March 2007
JPMorgan Chase August 2005 - January 2006
Skills
Hedge Funds
Education
Marquette University 2004 — 2008
Bachelor of Science in Business Adminstration, Finance, Accounting, Real Estate
Lamont Thomas's Wells Capital Management Experience May 2014 - Present
Job Application Developer at U.S. Bank
Industry Banking
Experience
Wells Capital Management May 2014 - Present
WageWorks October 2013 - January 2014
U.S. Bank 2008 - 2013
NewPage Corporation April 2005 - April 2008
Skills
Collaborative Problem..., Banking, Credit, Credit Cards, Databases, Loans, Oracle, Retail Banking, SQL, SDLC, Microsoft SQL Server, C#, SSIS, XML
Education
UW MIlwaukee 1982 — 1985
none, Economics
Milwaukee School of Engineering 1980 — 1982
Electrical and Electronics Engineering
Wells Capital Management May 2014 - Present
WageWorks October 2013 - January 2014
U.S. Bank 2008 - 2013
NewPage Corporation April 2005 - April 2008
Skills
Collaborative Problem..., Banking, Credit, Credit Cards, Databases, Loans, Oracle, Retail Banking, SQL, SDLC, Microsoft SQL Server, C#, SSIS, XML
Education
UW MIlwaukee 1982 — 1985
none, Economics
Milwaukee School of Engineering 1980 — 1982
Electrical and Electronics Engineering
Peggy Maskey's Wells Capital Management Experience November 2001 - June 2002
Job
Industry Investment Management
Experience
Dunlap Equity Management, LLC October 2002 - April 2013
Wells Capital Management November 2001 - June 2002
TranSierra Capital (Formerly Hutchinson Richardson Investment Management, LLC) December 1998 - September 2000
McKee Investment Management April 1998 - August 1998
Advent Software, Inc. April 1994 - April 1998
SMG Services - Moscone Center March 1993 - March 1994
Skills
Accounting, Operations, Client Services, Trading, Equities, Compliance, Advent Software, Axys, Hedge Funds, LLC, High Net Worth..., Separate Accounts, Revenue Recognition, Series 7
Education
San Francisco State University
Bachelor of Science (BS), Business Administration - Accounting Emphasis
Dunlap Equity Management, LLC October 2002 - April 2013
Wells Capital Management November 2001 - June 2002
TranSierra Capital (Formerly Hutchinson Richardson Investment Management, LLC) December 1998 - September 2000
McKee Investment Management April 1998 - August 1998
Advent Software, Inc. April 1994 - April 1998
SMG Services - Moscone Center March 1993 - March 1994
Skills
Accounting, Operations, Client Services, Trading, Equities, Compliance, Advent Software, Axys, Hedge Funds, LLC, High Net Worth..., Separate Accounts, Revenue Recognition, Series 7
Education
San Francisco State University
Bachelor of Science (BS), Business Administration - Accounting Emphasis
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY