Wells Fargo Advisors Financial Network, LLC
Industry: Company
DescriptionFounded: 2001 Parent organization: Wachovia Securities Financial Holdings, LLC Subsidiaries: McGuire Wealth Management,
Wells Fargo Advisors Financial Network, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors Financial Network, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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18 Wells Fargo Advisors Financial Network, LLC employees in database. Find out everything there's to know about Wells Fargo Advisors Financial Network, LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Financial Network, LLC Employees
Employee
Years
Job
Industry
Joshua Welch-Nosko Joshua Welch-Nosko's Wells Fargo Advisors Financial Network, LLC Experience August 2015 - Present
Job Regional Risk Supervisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC August 2015 - Present
Wells Fargo Advisors, LLC May 2014 - August 2015
Wells Fargo Advisors, LLC January 2012 - May 2014
Beracha Concepts LLC September 2007 - January 2013
Copia Urban Winery April 2011 - December 2011
Copia Urban Winery June 2010 - April 2011
Study Abroad Office at the University of Missouri-St Louis June 2010 - December 2010
Belas Artes Multicultural Center October 2009 - August 2010
Skills
Customer Service, Event Planning, Event Management, Microsoft Office, French, Marketing, Management, Investments, Budgets, Microsoft Word, Leadership, PowerPoint, Team Building, Microsoft Excel, Project Planning, Finance, Strategic Planning
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelor of Science, Business Administration
Auckland University of Technology 2009 — 2009
Wells Fargo Advisors Financial Network, LLC August 2015 - Present
Wells Fargo Advisors, LLC May 2014 - August 2015
Wells Fargo Advisors, LLC January 2012 - May 2014
Beracha Concepts LLC September 2007 - January 2013
Copia Urban Winery April 2011 - December 2011
Copia Urban Winery June 2010 - April 2011
Study Abroad Office at the University of Missouri-St Louis June 2010 - December 2010
Belas Artes Multicultural Center October 2009 - August 2010
Skills
Customer Service, Event Planning, Event Management, Microsoft Office, French, Marketing, Management, Investments, Budgets, Microsoft Word, Leadership, PowerPoint, Team Building, Microsoft Excel, Project Planning, Finance, Strategic Planning
Education
University of Missouri-Saint Louis 2006 — 2010
Bachelor of Science, Business Administration
Auckland University of Technology 2009 — 2009
Tess Kretowicz Tess Kretowicz's Wells Fargo Advisors Financial Network, LLC Experience January 2012 - April 2012
Job Assistant Buyer at Ross Stores, Inc.
Industry Apparel & Fashion
Experience
Ross Stores, Inc. January 2014 - Present
Ross Stores, Inc. June 2013 - August 2013
Opportunity Brokers January 2013 - June 2013
Arizona State University June 2012 - June 2013
Abercrombie & Fitch March 2008 - June 2012
Wells Fargo Advisors Financial Network, LLC January 2012 - April 2012
Skills
Microsoft Word, Microsoft Excel, Time Management, Customer Service, Strategic Planning, Team Leadership, Community Service, Public Speaking, Public Relations, Logistics, Inventory Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
B.S Supply Chain Management, International Business Certificate
Ross Stores, Inc. January 2014 - Present
Ross Stores, Inc. June 2013 - August 2013
Opportunity Brokers January 2013 - June 2013
Arizona State University June 2012 - June 2013
Abercrombie & Fitch March 2008 - June 2012
Wells Fargo Advisors Financial Network, LLC January 2012 - April 2012
Skills
Microsoft Word, Microsoft Excel, Time Management, Customer Service, Strategic Planning, Team Leadership, Community Service, Public Speaking, Public Relations, Logistics, Inventory Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
B.S Supply Chain Management, International Business Certificate
Jeff Bedford Jeff Bedford's Wells Fargo Advisors Financial Network, LLC Experience July 2014 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC July 2014 - Present
UBS Financial Services Inc. 2003 - July 2014
Education
University of Tennessee-Knoxville 1977 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
East Tennessee State University 1973 — 1977
Wells Fargo Advisors Financial Network, LLC July 2014 - Present
UBS Financial Services Inc. 2003 - July 2014
Education
University of Tennessee-Knoxville 1977 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
East Tennessee State University 1973 — 1977
Allen Long, C(k)P Allen Long, C(k)P's Wells Fargo Advisors Financial Network, LLC Experience November 2003 - Present
Job Managing Principal at Wells Fargo Advisors, Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC November 2003 - Present
Skills
Employee Benefits, Mutual Funds, Retirement Planning, Management, 401k, Retirement, Wealth Management, Investments, Estate Planning, Strategic Financial..., Series 7, Insurance, Investment Advisory, Pensions, Series 63, Asset Allocation, Securities, Disability Insurance
Education
University of San Diego 1982 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
UCLA 1980 — 1982
Wells Fargo Advisors Financial Network, LLC November 2003 - Present
Skills
Employee Benefits, Mutual Funds, Retirement Planning, Management, 401k, Retirement, Wealth Management, Investments, Estate Planning, Strategic Financial..., Series 7, Insurance, Investment Advisory, Pensions, Series 63, Asset Allocation, Securities, Disability Insurance
Education
University of San Diego 1982 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
UCLA 1980 — 1982
Tim Bullard Tim Bullard's Wells Fargo Advisors Financial Network, LLC Experience September 2010 - Present
Job Registered Principal, Senior Financial Advisor at Bullard Investment Management, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC September 2010 - Present
Morgan Stanley Smith Barney November 1999 - September 2010
City of Greensboro January 1990 - December 1999
Education
University of North Carolina at Greensboro 1997 — 2000
Master's degree, Sociology
University of North Carolina at Greensboro 1993 — 1997
Bachelor's degree, Sociology
North Carolina State University 1984 — 1988
Business Management
Wells Fargo Advisors Financial Network, LLC September 2010 - Present
Morgan Stanley Smith Barney November 1999 - September 2010
City of Greensboro January 1990 - December 1999
Education
University of North Carolina at Greensboro 1997 — 2000
Master's degree, Sociology
University of North Carolina at Greensboro 1993 — 1997
Bachelor's degree, Sociology
North Carolina State University 1984 — 1988
Business Management
Dean Slader Dean Slader's Wells Fargo Advisors Financial Network, LLC Experience July 2001 - Present
Job Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC July 2001 - Present
Education
Rutgers University 1989 — 1995
BS
Wells Fargo Advisors Financial Network, LLC July 2001 - Present
Education
Rutgers University 1989 — 1995
BS
Matthew A. Tarini CFP®, MBA, CDFA™ Matthew A. Tarini CFP®, MBA, CDFA™'s Wells Fargo Advisors Financial Network, LLC Experience July 2009 - Present
Job Managing Principal Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC July 2009 - Present
A.G. Edwards December 2004 - July 2009
Smith Barney September 1995 - December 2004
Education
The College for Financial Planning 2004 — 2006
CFP®, 2006
Northeastern University -D'Amore-McKim School of Business 1986 — 1988
MBA, Finance
University of Missouri-Columbia, College of Business 1981 — 1985
BSBA, Finance & Banking - Trulaske College of Business
Wells Fargo Advisors Financial Network, LLC July 2009 - Present
A.G. Edwards December 2004 - July 2009
Smith Barney September 1995 - December 2004
Education
The College for Financial Planning 2004 — 2006
CFP®, 2006
Northeastern University -D'Amore-McKim School of Business 1986 — 1988
MBA, Finance
University of Missouri-Columbia, College of Business 1981 — 1985
BSBA, Finance & Banking - Trulaske College of Business
Ben Askin's Wells Fargo Advisors Financial Network, LLC Experience May 2015 - Present
Job Intern at Wells Fargo Advisors Financial Network, LLC
Industry
Experience
Wells Fargo Advisors Financial Network, LLC May 2015 - Present
Columbus Blue Jackets February 2015 - April 2015
Fawcett Center For Tomorrow October 2014 - February 2015
Hamilton Farm Golf Club April 2013 - August 2014
Education
The Ohio State University 2014 — 2016
Bachelor's Degree, Economics
Wells Fargo Advisors Financial Network, LLC May 2015 - Present
Columbus Blue Jackets February 2015 - April 2015
Fawcett Center For Tomorrow October 2014 - February 2015
Hamilton Farm Golf Club April 2013 - August 2014
Education
The Ohio State University 2014 — 2016
Bachelor's Degree, Economics
Craig M. Avery Craig M. Avery's Wells Fargo Advisors Financial Network, LLC Experience January 2008 - December 2010
Job Leader, Business Process | Consulting Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
TMX July 2013 - November 2014
Wells Fargo Advisors Financial Network (FiNet) January 2011 - July 2013
Wells Fargo Advisors Financial Network, LLC January 2008 - December 2010
Wachovia Securities Financial Network (FiNet) July 2005 - December 2007
LionStone Wealth Management LLC June 2003 - July 2005
Merrill Lynch August 2000 - June 2003
KPMG Consulting (BearingPoint) January 1999 - August 2000
Andersen Consulting (Accenture) January 1997 - January 1999
US Army January 1993 - December 1996
Skills
Financial Analysis, Strategy, Recruiting, Management, Financial Services, Sales Management, Investments, Wealth Management, Strategic Partnerships, Management Consulting, Project Management, Leadership, Marketing, New Business Development, Mergers & Acquisitions, Marketing Communications, CRM, Business Planning, Team Management, Business Development, Change Management, Training, Executive Management, Sales, Consulting, Sales Process, Strategic Planning, Risk Management, Portfolio Management, Relationship Management, Finance, Business Strategy, Team Building, Team Motivation, Team Leadership
Education
Southern New Hampshire University 2015 — 2016
Master of Business Administration (MBA), Leadership
University of Massachusetts, Amherst 1989 — 1992
BS, Landscape Architecture and Regional Planning (LARP)
University of Pennsylvania - The Wharton School 2010 — 2012
Securities Industry Institute, Executive Education
Wells Fargo Advisors August 2015 - Present
TMX July 2013 - November 2014
Wells Fargo Advisors Financial Network (FiNet) January 2011 - July 2013
Wells Fargo Advisors Financial Network, LLC January 2008 - December 2010
Wachovia Securities Financial Network (FiNet) July 2005 - December 2007
LionStone Wealth Management LLC June 2003 - July 2005
Merrill Lynch August 2000 - June 2003
KPMG Consulting (BearingPoint) January 1999 - August 2000
Andersen Consulting (Accenture) January 1997 - January 1999
US Army January 1993 - December 1996
Skills
Financial Analysis, Strategy, Recruiting, Management, Financial Services, Sales Management, Investments, Wealth Management, Strategic Partnerships, Management Consulting, Project Management, Leadership, Marketing, New Business Development, Mergers & Acquisitions, Marketing Communications, CRM, Business Planning, Team Management, Business Development, Change Management, Training, Executive Management, Sales, Consulting, Sales Process, Strategic Planning, Risk Management, Portfolio Management, Relationship Management, Finance, Business Strategy, Team Building, Team Motivation, Team Leadership
Education
Southern New Hampshire University 2015 — 2016
Master of Business Administration (MBA), Leadership
University of Massachusetts, Amherst 1989 — 1992
BS, Landscape Architecture and Regional Planning (LARP)
University of Pennsylvania - The Wharton School 2010 — 2012
Securities Industry Institute, Executive Education
Andrew Crone, CFP® Andrew Crone, CFP®'s Wells Fargo Advisors Financial Network, LLC Experience November 2009 - Present
Job Operations Manager / Registered Associate at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC November 2009 - Present
Wachovia Securities July 2007 - November 2009
Skills
Retirement Planning, 401k, IRAs, Fixed Income, Bonds, Stock Management, 401k Rollovers, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Estate Planning..., Investments, Mutual Funds, Wealth Management
Education
Sewanee-The University of the South 2003 — 2007
Bachelor of Arts (BA), Economics
Sewanee-The University of the South 2003 — 2007
Bachelor's degree, Economics
Wells Fargo Advisors Financial Network, LLC November 2009 - Present
Wachovia Securities July 2007 - November 2009
Skills
Retirement Planning, 401k, IRAs, Fixed Income, Bonds, Stock Management, 401k Rollovers, Roth IRA, Simple IRA, SEP IRA, Traditional IRA, Estate Planning..., Investments, Mutual Funds, Wealth Management
Education
Sewanee-The University of the South 2003 — 2007
Bachelor of Arts (BA), Economics
Sewanee-The University of the South 2003 — 2007
Bachelor's degree, Economics
Lisa Albano's Wells Fargo Advisors Financial Network, LLC Experience 2002 - Present
Job Senior Financial Advisor & Branch Manager at Wells Fargo Advisors Financial Network LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC 2002 - Present
BNY Mellon 1999 - 2000
Skills
Investments, Finance
Education
New York Institute of Technology
Bachelor of Science (BS), Accounting
Wells Fargo Advisors Financial Network, LLC 2002 - Present
BNY Mellon 1999 - 2000
Skills
Investments, Finance
Education
New York Institute of Technology
Bachelor of Science (BS), Accounting
Chris Crain Chris Crain's Wells Fargo Advisors Financial Network, LLC Experience May 2000 - Present
Job Branch Manager, Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC May 2000 - Present
Hewlett-Packard August 1992 - May 2000
Johnson Controls January 1988 - August 1990
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Marketing, Finance, General Business
University of Wisconsin-Madison 1982 — 1987
BS, Electrical and Computer Engineering
Wells Fargo Advisors Financial Network, LLC May 2000 - Present
Hewlett-Packard August 1992 - May 2000
Johnson Controls January 1988 - August 1990
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Marketing, Finance, General Business
University of Wisconsin-Madison 1982 — 1987
BS, Electrical and Computer Engineering
Robert Harbeke, CFP® Robert Harbeke, CFP®'s Wells Fargo Advisors Financial Network, LLC Experience July 2009 - Present
Job Managing Principal and Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC July 2009 - Present
Wachovia Securities 2007 - 2009
A G Edwards 2004 - 2007
Skills
Retirement Planning, Investments, IRAs, Finance, Asset Management, Strategy, Financial Services, Management, Retirement
Education
College for Financial Planning
Certified Financial Planner® professional
North Dakota State University 1967 — 1971
BS, Agriculture Economics
Wells Fargo Advisors Financial Network, LLC July 2009 - Present
Wachovia Securities 2007 - 2009
A G Edwards 2004 - 2007
Skills
Retirement Planning, Investments, IRAs, Finance, Asset Management, Strategy, Financial Services, Management, Retirement
Education
College for Financial Planning
Certified Financial Planner® professional
North Dakota State University 1967 — 1971
BS, Agriculture Economics
Duane Delp's Wells Fargo Advisors Financial Network, LLC Experience December 2005 - April 2012
Job I help entrepreneurs find solutions to their business need.
Industry Financial Services
Experience
International Auto Group, Inc. January 2013 - Present
Prudential Insurance Company of America, Newark, NJ August 2012 - February 2013
Wells Fargo Advisors Financial Network, LLC December 2005 - April 2012
International Automotive Group, Inc. October 1987 - June 2005
Skills
Investments, Retirement, IRAs, Financial Advisory, 401k, Wealth, Small Business, Retirement Planning, Wealth Management, Series 7, Strategic Planning, Strategic Financial..., Finance, Variable Annuities, Financial Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1978 — 1980
MBA, Finance and Marketing
University of California, Riverside 1974 — 1980
MBA, BS, Marketing and Finance, Business Admin
International Auto Group, Inc. January 2013 - Present
Prudential Insurance Company of America, Newark, NJ August 2012 - February 2013
Wells Fargo Advisors Financial Network, LLC December 2005 - April 2012
International Automotive Group, Inc. October 1987 - June 2005
Skills
Investments, Retirement, IRAs, Financial Advisory, 401k, Wealth, Small Business, Retirement Planning, Wealth Management, Series 7, Strategic Planning, Strategic Financial..., Finance, Variable Annuities, Financial Planning
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1978 — 1980
MBA, Finance and Marketing
University of California, Riverside 1974 — 1980
MBA, BS, Marketing and Finance, Business Admin
Kris Preston's Wells Fargo Advisors Financial Network, LLC Experience February 2009 - April 2013
Job Registered Sales Associate at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
Wells Fargo Advisors Financial Network, LLC February 2009 - April 2013
Brennan Wealth Management September 2006 - 2009
Smith Barney November 2000 - July 2005
Eustice & Hoffman, SunAmerica Securities September 1997 - November 2000
Kris' Gifts August 1995 - September 1997
Dun & Bradstreet September 1988 - July 1995
Education
Arizona State University 1985 — 1987
BS, Finance
University of Wyoming 1983 — 1985
Finance
Ameriprise Financial Services, Inc. May 2013 - Present
Wells Fargo Advisors Financial Network, LLC February 2009 - April 2013
Brennan Wealth Management September 2006 - 2009
Smith Barney November 2000 - July 2005
Eustice & Hoffman, SunAmerica Securities September 1997 - November 2000
Kris' Gifts August 1995 - September 1997
Dun & Bradstreet September 1988 - July 1995
Education
Arizona State University 1985 — 1987
BS, Finance
University of Wyoming 1983 — 1985
Finance
Shaun Heimann's Wells Fargo Advisors Financial Network, LLC Experience February 2007 - Present
Job First Vice President at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC February 2007 - Present
A.G. Edwards October 2001 - February 2007
Paine Webber April 1998 - September 2001
Education
Boston College 1990 — 1994
BS, Finance
Wells Fargo Advisors Financial Network, LLC February 2007 - Present
A.G. Edwards October 2001 - February 2007
Paine Webber April 1998 - September 2001
Education
Boston College 1990 — 1994
BS, Finance
Abby Dinkins's Wells Fargo Advisors Financial Network, LLC Experience November 2012 - Present
Job Senior Financial Advisor at The KBT Group : Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC November 2012 - Present
Merrill Lynch August 2007 - November 2012
Skills
Retirement Planning, Mutual Funds, Alternative Investments, Investment Strategies, Investments, Securities, 401(k) Rollovers, Asset Allocation, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation, Financial Advisory, Financial Analysis, Financial Services, Fixed Income Strategies, Insurance, Investment S, Retirement, Retirement Plan..., Retirement Plann, Retirement Savings, Risk Management, Securi, Multi-generational..., Stock Analysis, Strategic Planning, Estate Planning...
Education
Texas A&M University 2002 — 2006
Bachelor, Economics
Wells Fargo Advisors Financial Network, LLC November 2012 - Present
Merrill Lynch August 2007 - November 2012
Skills
Retirement Planning, Mutual Funds, Alternative Investments, Investment Strategies, Investments, Securities, 401(k) Rollovers, Asset Allocation, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation, Financial Advisory, Financial Analysis, Financial Services, Fixed Income Strategies, Insurance, Investment S, Retirement, Retirement Plan..., Retirement Plann, Retirement Savings, Risk Management, Securi, Multi-generational..., Stock Analysis, Strategic Planning, Estate Planning...
Education
Texas A&M University 2002 — 2006
Bachelor, Economics
George Lynn Kunkle's Wells Fargo Advisors Financial Network, LLC Experience 2005 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC 2005 - Present
Skills
Strategic Financial..., Asset Allocation, Series 63, Retirement, Fixed Annuities, Mutual Funds, Financial Analysis
Education
University of Illinois at Urbana-Champaign
Wells Fargo Advisors Financial Network, LLC 2005 - Present
Skills
Strategic Financial..., Asset Allocation, Series 63, Retirement, Fixed Annuities, Mutual Funds, Financial Analysis
Education
University of Illinois at Urbana-Champaign
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