WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, 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, LLC (FORMERLY WACHOVIA SECURITIES, LLC). You can filter them based on skills, years of employment, job, education, department, and prior employment.
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70 WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) employees in database. Find out everything there's to know about WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, 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, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Employees
Employee
Years
Job
Industry
Brooke Matthias Brooke Matthias's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience June 2006 - October 2013
Job Associate Wine Director at Club W
Industry Marketing and Advertising
Experience
Club W April 2015 - Present
Club W January 2014 - April 2015
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) June 2006 - October 2013
Skills
Analytics, Business Development, Social Media, Financial Modeling, Cross-functional Team..., Mutual Funds, Series 7, Entrepreneurship, Strategy, Financial Analysis, Microsoft Office, Research, Wine Pairing, Start-ups, Wine Education, Wine, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing
University of California, San Diego 2005 — 2009
Bachelor of Science, Management Science
Club W April 2015 - Present
Club W January 2014 - April 2015
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) June 2006 - October 2013
Skills
Analytics, Business Development, Social Media, Financial Modeling, Cross-functional Team..., Mutual Funds, Series 7, Entrepreneurship, Strategy, Financial Analysis, Microsoft Office, Research, Wine Pairing, Start-ups, Wine Education, Wine, Finance
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Marketing
University of California, San Diego 2005 — 2009
Bachelor of Science, Management Science
Charles A. Chambers Charles A. Chambers's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 1997 - 2007
Job Senior Vice President Regional Manager BB&T Investment Services, Inc.
Industry Financial Services
Experience
BB&T Investment Services, Inc. 2010 - Present
Ameriprise Financial 2007 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1997 - 2007
Skills
Investment Strategies, Wealth Management, Series 7, Retirement Planning, Finance, Investments, Financial Services, Mutual Funds, Series 63, Financial Planning, Risk Management
Education
University of North Carolina at Chapel Hill
Economics, Finance
BB&T Investment Services, Inc. 2010 - Present
Ameriprise Financial 2007 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1997 - 2007
Skills
Investment Strategies, Wealth Management, Series 7, Retirement Planning, Finance, Investments, Financial Services, Mutual Funds, Series 63, Financial Planning, Risk Management
Education
University of North Carolina at Chapel Hill
Economics, Finance
Mitch Hodgkiss Mitch Hodgkiss's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience March 2005 - March 2009
Job Financial Advisor and Associate Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2005 - March 2009
Morgan Keegan January 2002 - March 2005
Lincoln Financial Advisors May 1998 - January 2002
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1998
BS, Finance
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2005 - March 2009
Morgan Keegan January 2002 - March 2005
Lincoln Financial Advisors May 1998 - January 2002
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1998
BS, Finance
John (Jack) Rolfe Power III's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience July 2009 - August 2009
Job Global Banking and Brokerage Consultant at FactSet Research Systems
Industry Financial Services
Experience
FactSet July 2014 - Present
Argo Group International Holdings, Ltd. May 2013 - August 2013
Equities, Derivatives, Commodities March 2010 - July 2013
Chicago Board of Trade May 2011 - August 2011
J. Power Web Design 2009 - March 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) July 2009 - August 2009
Skills
Microsoft Excel, Trading, Equities, Public Speaking, Financial Analysis, Social Media, Research, Leadership, Access, Economics, Financial Markets, Finance, Risk Management, Social Media Marketing, Financial Modeling, Java, Python, Dreamweaver, Investments, Financial Risk, Options, Derivatives
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science in Business, Finance and International Business
Benet Academy College Prep 2006 — 2010
FactSet July 2014 - Present
Argo Group International Holdings, Ltd. May 2013 - August 2013
Equities, Derivatives, Commodities March 2010 - July 2013
Chicago Board of Trade May 2011 - August 2011
J. Power Web Design 2009 - March 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) July 2009 - August 2009
Skills
Microsoft Excel, Trading, Equities, Public Speaking, Financial Analysis, Social Media, Research, Leadership, Access, Economics, Financial Markets, Finance, Risk Management, Social Media Marketing, Financial Modeling, Java, Python, Dreamweaver, Investments, Financial Risk, Options, Derivatives
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science in Business, Finance and International Business
Benet Academy College Prep 2006 — 2010
Curtis Braxton Curtis Braxton's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience November 2006 - June 2009
Job Post Closing Documentation Specialist at Navy Federal Credit Union
Industry Accounting
Experience
Navy Federal Credit Union January 2014 - Present
Navy Federal Credit Union June 2013 - January 2014
Bank of America April 2012 - June 2013
SunTrust Mortgage October 2011 - April 2012
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2006 - June 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2006 - June 2009
Skills
Banking, Loans, Credit, Mortgage Lending, Mortgage Banking, Consumer Lending, Credit Analysis, Risk Management, Mortgage Servicing, Financial Analysis, Retail Banking, Securities, Loan Origination, Accounting, Analysis, Bonds, Cash Management, Short Sales, Portfolio Management, Mutual Funds, Investments, Internal Audit, Human Resources, Foreclosures
Education
Old Dominion University 2013 — 2016
Bachelor of Science (BS), Criminal Justice and Corrections
John Tyler Community College 2007 — 2010
A.A.S, Human Services-Criminology Specialization
Navy Federal Credit Union January 2014 - Present
Navy Federal Credit Union June 2013 - January 2014
Bank of America April 2012 - June 2013
SunTrust Mortgage October 2011 - April 2012
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2006 - June 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2006 - June 2009
Skills
Banking, Loans, Credit, Mortgage Lending, Mortgage Banking, Consumer Lending, Credit Analysis, Risk Management, Mortgage Servicing, Financial Analysis, Retail Banking, Securities, Loan Origination, Accounting, Analysis, Bonds, Cash Management, Short Sales, Portfolio Management, Mutual Funds, Investments, Internal Audit, Human Resources, Foreclosures
Education
Old Dominion University 2013 — 2016
Bachelor of Science (BS), Criminal Justice and Corrections
John Tyler Community College 2007 — 2010
A.A.S, Human Services-Criminology Specialization
Tom Kersting Tom Kersting's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience October 2002 - Present
Job Manager Advisory Operations at WELLS FARGO ADVISORS
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) October 2002 - Present
Skills
Portfolio Management, Series 7, Banking, Business Analysis, Wealth Management, Investments, Mutual Funds, Securities, Risk Management, Series 63, SDLC, Management, Relationship Management, Leadership, Asset Management, Credit, Financial Services
Education
Southeast Missouri State University 1979 — 1984
BS, Marketing/Computer Science
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) October 2002 - Present
Skills
Portfolio Management, Series 7, Banking, Business Analysis, Wealth Management, Investments, Mutual Funds, Securities, Risk Management, Series 63, SDLC, Management, Relationship Management, Leadership, Asset Management, Credit, Financial Services
Education
Southeast Missouri State University 1979 — 1984
BS, Marketing/Computer Science
Timothy Hughes Timothy Hughes's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 1999 - 2002
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2008 - May 2015
Merrill Lynch 2002 - 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1999 - 2002
Morgan Stanley Smith Barney 1994 - 1999
Education
Northern Arizona University, College of Business Administration 1989 — 2004
BSBA, Finance, Minor in Environmental Science
Horizon High School 1984 — 1989
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
UBS Financial Services, Inc. July 2008 - May 2015
Merrill Lynch 2002 - 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1999 - 2002
Morgan Stanley Smith Barney 1994 - 1999
Education
Northern Arizona University, College of Business Administration 1989 — 2004
BSBA, Finance, Minor in Environmental Science
Horizon High School 1984 — 1989
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Peter Warren Peter Warren's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience April 2010 - October 2011
Job Producer, Composer, Recording Engineer (Music) & Guitarist
Industry Entertainment
Experience
Geek Squad February 2015 - Present
The International Man of Music May 1993 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) April 2010 - October 2011
Protective Life April 2008 - November 2009
Lincoln Financial Distributors October 2004 - June 2007
LM Berry Company September 1997 - September 2000
Belmont University 1990 - 1993
Skills
Studio Recording, Mixing, Composing, Financial Economics, Investments, International..., Economics, Digidesign Pro Tools, Pro Tools, Audio Mixing, Mixer, Recording, Direct Sales, Sales Process, Sales Trainings, Sales Skills Training, Music, Public Speaking, Production, Team Building, Budgeting, Social Networking, Social Media, Customer Service, Business Strategy, Problem Solving, Coaching, Writing, Audio, Entertainment, Financial Planning, English, Series 7, Series 63, Series 65, Series 31, Composition, Strategic Financial..., Sound, Sales, Budgets, Wealth Management, Securities, FINRA, Mutual Funds, Songwriting, Asset Allocation, Management, Audio Engineering, Fixed Annuities
Education
Belmont University 1988 — 1993
BBA, Music Business
Amarillo High School 1985 — 1988
High School Diploma
Geek Squad February 2015 - Present
The International Man of Music May 1993 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) April 2010 - October 2011
Protective Life April 2008 - November 2009
Lincoln Financial Distributors October 2004 - June 2007
LM Berry Company September 1997 - September 2000
Belmont University 1990 - 1993
Skills
Studio Recording, Mixing, Composing, Financial Economics, Investments, International..., Economics, Digidesign Pro Tools, Pro Tools, Audio Mixing, Mixer, Recording, Direct Sales, Sales Process, Sales Trainings, Sales Skills Training, Music, Public Speaking, Production, Team Building, Budgeting, Social Networking, Social Media, Customer Service, Business Strategy, Problem Solving, Coaching, Writing, Audio, Entertainment, Financial Planning, English, Series 7, Series 63, Series 65, Series 31, Composition, Strategic Financial..., Sound, Sales, Budgets, Wealth Management, Securities, FINRA, Mutual Funds, Songwriting, Asset Allocation, Management, Audio Engineering, Fixed Annuities
Education
Belmont University 1988 — 1993
BBA, Music Business
Amarillo High School 1985 — 1988
High School Diploma
Delfina Guemes's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience December 2007 - January 2008
Job Account Supervisor at Finn Partners
Industry Public Relations and Communications
Experience
Finn Partners June 2015 - Present
Finn Partners January 2013 - Present
M. Silver Associates June 2012 - January 2013
M. Silver Associates June 2011 - June 2012
M. Silver Associates March 2011 - May 2011
eDressMe June 2010 - August 2010
New Media Travel January 2010 - May 2010
Integra Solutions, LLC June 2009 - August 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2007 - January 2008
Skills
Press Releases, Public Relations, Writing, Cision, Editing, Social Media, Vertical Response, Coverage & Activity..., Media Relations, Factiva, Burrelles Luce, Event Planning, Media Outreach, Editorial Calendars, Media List Building, Pitch Letters, Media Advisory, Media Kit, Advertising, Speech Writing, Event Management, Marketing Communications, BurrellesLuce, Crisis Communications, Message Development, Press Kits, Strategic Communications, Publications, Corporate Communications
Education
Boston University 2007 — 2010
Bachelor's Degree, Public Relations
Palmer Trinity School
Palmer Trinity School
Finn Partners June 2015 - Present
Finn Partners January 2013 - Present
M. Silver Associates June 2012 - January 2013
M. Silver Associates June 2011 - June 2012
M. Silver Associates March 2011 - May 2011
eDressMe June 2010 - August 2010
New Media Travel January 2010 - May 2010
Integra Solutions, LLC June 2009 - August 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2007 - January 2008
Skills
Press Releases, Public Relations, Writing, Cision, Editing, Social Media, Vertical Response, Coverage & Activity..., Media Relations, Factiva, Burrelles Luce, Event Planning, Media Outreach, Editorial Calendars, Media List Building, Pitch Letters, Media Advisory, Media Kit, Advertising, Speech Writing, Event Management, Marketing Communications, BurrellesLuce, Crisis Communications, Message Development, Press Kits, Strategic Communications, Publications, Corporate Communications
Education
Boston University 2007 — 2010
Bachelor's Degree, Public Relations
Palmer Trinity School
Palmer Trinity School
Vanessa Ortega Vanessa Ortega's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience July 2006 - March 2007
Job Salesforce Administrator/Analyst at American Express
Industry Information Technology and Services
Experience
American Express June 2014 - Present
American Express February 2012 - February 2014
Online Trading Academy October 2011 - January 2012
ADP January 2010 - May 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) July 2006 - March 2007
THE COMMUNITY LEAGUE May 2006 - July 2006
Cegedim Relationship Management October 2005 - May 2006
Skills
Salesforce.com, Sales Operations, Sales Process, Lead Generation, Project Management, Cloud Computing, Management, Vendor Management, Program Management, SaaS, Business Process..., Account Management, ERP, Marketing, Training, Team Leadership, Team Building, Business Intelligence, Sales, CRM, Analysis, Business Analysis
Education
Katharine Gibbs School 2007 — 2009
A.A.S, Fashion Design & Merchandising
Essex County College 2000 — 2003
A.A.S., Business Administration
American Express June 2014 - Present
American Express February 2012 - February 2014
Online Trading Academy October 2011 - January 2012
ADP January 2010 - May 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) July 2006 - March 2007
THE COMMUNITY LEAGUE May 2006 - July 2006
Cegedim Relationship Management October 2005 - May 2006
Skills
Salesforce.com, Sales Operations, Sales Process, Lead Generation, Project Management, Cloud Computing, Management, Vendor Management, Program Management, SaaS, Business Process..., Account Management, ERP, Marketing, Training, Team Leadership, Team Building, Business Intelligence, Sales, CRM, Analysis, Business Analysis
Education
Katharine Gibbs School 2007 — 2009
A.A.S, Fashion Design & Merchandising
Essex County College 2000 — 2003
A.A.S., Business Administration
Deb Minnick Deb Minnick's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 2003 - 2005
Job Collier County President & Managing Director Private Wealth Management at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank June 2012 - Present
SunTrust Bank December 2011 - Present
Fifth Third Bank January 2008 - December 2011
Wachovia, A Wells Fargo Company February 2005 - January 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2003 - 2005
The Community School of Naples 1998 - 2002
Naples Capital Group 1996 - 2001
Education
University of Colorado at Boulder - Leeds School of Business 1986 — 1986
MBA
Indiana University - Kelley School of Business 1982 — 1985
BS, Finance
Naperville North
Naperville North
Naperville North
SunTrust Bank June 2012 - Present
SunTrust Bank December 2011 - Present
Fifth Third Bank January 2008 - December 2011
Wachovia, A Wells Fargo Company February 2005 - January 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2003 - 2005
The Community School of Naples 1998 - 2002
Naples Capital Group 1996 - 2001
Education
University of Colorado at Boulder - Leeds School of Business 1986 — 1986
MBA
Indiana University - Kelley School of Business 1982 — 1985
BS, Finance
Naperville North
Naperville North
Naperville North
David Huckaby David Huckaby's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience April 2008 - December 2008
Job Senior Consultant
Industry Accounting
Experience
Ryan, LLC February 2011 - Present
Ryan September 2009 - February 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) April 2008 - December 2008
GSD&M May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Accounting, Access, Microsoft Excel, Finance, Forecasting, Due Diligence, Analysis, Social Media Marketing
Education
Southern Methodist University 2005 — 2009
Bachelor of Science (BS), Economics
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Ryan, LLC February 2011 - Present
Ryan September 2009 - February 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) April 2008 - December 2008
GSD&M May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Accounting, Access, Microsoft Excel, Finance, Forecasting, Due Diligence, Analysis, Social Media Marketing
Education
Southern Methodist University 2005 — 2009
Bachelor of Science (BS), Economics
Southern Methodist University - Cox School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Marketing
Marsha Marble Marsha Marble's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 2009 - 2011
Job Business Analyst | Project Management expertise in Release | Implementation Services || Open to New Opportunities
Industry Information Technology and Services
Experience
Go For It - Management & Leadership 2012 - Present
Monsanto Company August 2012 - July 2014
ATT; Wells Fargo Advisors; MasterCard 2005 - 2012
GO! Network 2005 - 2012
MasterCard (Bradford & Galt) March 2011 - July 2011
Meridian Technologies 2011 - 2011
Meridian Enterprises 2011 - 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2009 - 2011
Amdocs 2009 - 2009
Amdocs/AT&T Managed Services 2006 - 2009
Skills
Software Development, SDLC, Visio, Quality Assurance, Requirements Analysis, Business Analysis, Business Case, User Acceptance Testing, Problem Solving, Analysis, Business Intelligence, Business Process..., Business Requirements, DB2, Integration, Leadership, Management, PMO, PMP, Process Improvement, Project Management, Project Portfolio..., Requirements Gathering, SQL, SharePoint, Software Documentation, Software Project..., Testing, Training, Vendor Management, Waterfall
Education
New Horizons Learning Center 2014 — 2014
Seeking PMP Certification - Fall 2014, Project Management, Proficient
Saint Louis University 1975 — 1979
B.S. Math Computer Science, Computer Science
Sumner High School 1971 — 1975
High School Diploma, Pre-College
Go For It - Management & Leadership 2012 - Present
Monsanto Company August 2012 - July 2014
ATT; Wells Fargo Advisors; MasterCard 2005 - 2012
GO! Network 2005 - 2012
MasterCard (Bradford & Galt) March 2011 - July 2011
Meridian Technologies 2011 - 2011
Meridian Enterprises 2011 - 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2009 - 2011
Amdocs 2009 - 2009
Amdocs/AT&T Managed Services 2006 - 2009
Skills
Software Development, SDLC, Visio, Quality Assurance, Requirements Analysis, Business Analysis, Business Case, User Acceptance Testing, Problem Solving, Analysis, Business Intelligence, Business Process..., Business Requirements, DB2, Integration, Leadership, Management, PMO, PMP, Process Improvement, Project Management, Project Portfolio..., Requirements Gathering, SQL, SharePoint, Software Documentation, Software Project..., Testing, Training, Vendor Management, Waterfall
Education
New Horizons Learning Center 2014 — 2014
Seeking PMP Certification - Fall 2014, Project Management, Proficient
Saint Louis University 1975 — 1979
B.S. Math Computer Science, Computer Science
Sumner High School 1971 — 1975
High School Diploma, Pre-College
Robert Muhleisen's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 2002 - Present
Job First Vice President Investments PIM Portfolio Manager
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2002 - Present
Smith Barney 1984 - 2002
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Securities, Series 65, Equities, Investments, IRAs, Portfolio Management, Wealth
Education
Monmouth University 1975 — 1979
Bachelor of Science (BS), Accounting and Finance
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2002 - Present
Smith Barney 1984 - 2002
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Securities, Series 65, Equities, Investments, IRAs, Portfolio Management, Wealth
Education
Monmouth University 1975 — 1979
Bachelor of Science (BS), Accounting and Finance
William G. Lethemon III William G. Lethemon III's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience March 2003 - July 2009
Job Owner, Lethemon Financial
Industry Financial Services
Experience
Lethemon Financial July 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2003 - July 2009
Merrill Lynch October 1993 - March 2003
Education
Michigan State University 1990 — 1993
Bachelor of Arts, Finance
Michigan State University - The Eli Broad College of Business 1990 — 1993
finance
Lethemon Financial July 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2003 - July 2009
Merrill Lynch October 1993 - March 2003
Education
Michigan State University 1990 — 1993
Bachelor of Arts, Finance
Michigan State University - The Eli Broad College of Business 1990 — 1993
finance
David Selman David Selman's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 1995 - 2007
Job Director
Industry International Affairs
Experience
Delphi Global Analysis Group 2011 - Present
AIPAC 2009 - 2010
Securing America's Future Energy 2007 - 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1995 - 2007
Skills
Strategic Planning, Business Strategy, Public Speaking, Nonprofits, Investments, New Business Development, Negotiation, Leadership, Fundraising, Financial Analysis, Start-ups, Policy
Education
American University
BA
Delphi Global Analysis Group 2011 - Present
AIPAC 2009 - 2010
Securing America's Future Energy 2007 - 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1995 - 2007
Skills
Strategic Planning, Business Strategy, Public Speaking, Nonprofits, Investments, New Business Development, Negotiation, Leadership, Fundraising, Financial Analysis, Start-ups, Policy
Education
American University
BA
Kim Kesper, SPHR Kim Kesper, SPHR's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience November 2010 - Present
Job HR Program Manager at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2010 - Present
Wachovia Securities October 2003 - November 2010
Wachovia Bank February 1987 - October 2003
Central Fidelity 1987 - 1988
Skills
Talent Management, Leadership, Recruiting, Human Resources, Change Management, Onboarding, Succession Planning, Personnel Management, Vendor Management, Performance Management, Talent Acquisition, Employee Benefits, Employee Relations, Deferred Compensation
Education
Strayer University 2000 — 2007
in Progress
Pace University - Lubin School of Business 1982 — 1986
BBA, Business Management
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2010 - Present
Wachovia Securities October 2003 - November 2010
Wachovia Bank February 1987 - October 2003
Central Fidelity 1987 - 1988
Skills
Talent Management, Leadership, Recruiting, Human Resources, Change Management, Onboarding, Succession Planning, Personnel Management, Vendor Management, Performance Management, Talent Acquisition, Employee Benefits, Employee Relations, Deferred Compensation
Education
Strayer University 2000 — 2007
in Progress
Pace University - Lubin School of Business 1982 — 1986
BBA, Business Management
W Scott Hurt, CFP®, CPA W Scott Hurt, CFP®, CPA's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience October 2005 - January 2007
Job Associate Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Kasch, Levitch, McAleer & Associates March 2011 - Present
Genworth Financial January 2007 - February 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) October 2005 - January 2007
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) February 2004 - October 2005
Goldman Sachs June 2003 - August 2003
Skills
Financial Services, Fixed Income, Variable Annuities, Long-term Care, IRAs, Uniform Combined State..., Bonds, FINRA, Financial Planners, Term Life Insurance, Securities, Asset Management, Relationship Management, Equities, Life & Health Insurance..., Trading, Long Term Care Insurance
Education
Virginia Commonwealth University 2010 — 2012
Post-baccalaureate Certificate, Accounting
University of Florida 2000 — 2003
Bachelor of Science, Finance
Kasch, Levitch, McAleer & Associates March 2011 - Present
Genworth Financial January 2007 - February 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) October 2005 - January 2007
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) February 2004 - October 2005
Goldman Sachs June 2003 - August 2003
Skills
Financial Services, Fixed Income, Variable Annuities, Long-term Care, IRAs, Uniform Combined State..., Bonds, FINRA, Financial Planners, Term Life Insurance, Securities, Asset Management, Relationship Management, Equities, Life & Health Insurance..., Trading, Long Term Care Insurance
Education
Virginia Commonwealth University 2010 — 2012
Post-baccalaureate Certificate, Accounting
University of Florida 2000 — 2003
Bachelor of Science, Finance
Scott E. Singor, CFA Scott E. Singor, CFA's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience September 2007 - July 2012
Job Vice President Wealth Management at UBS Financial Services Inc,
Industry Financial Services
Experience
UBS Financial Services, Inc July 2012 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) September 2007 - July 2012
BB&T Investment Services September 2005 - September 2007
Education
Liberty University 2001 — 2005
Bachelor of Science, Business - Finance
UBS Financial Services, Inc July 2012 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) September 2007 - July 2012
BB&T Investment Services September 2005 - September 2007
Education
Liberty University 2001 — 2005
Bachelor of Science, Business - Finance
KRIS RANEY, CFP®, CRPS® KRIS RANEY, CFP®, CRPS®'s WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience October 2010 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) October 2010 - Present
MORGAN STANLEY SMITH BARNEY March 2002 - October 2010
Education
UCLA Anderson School of Management 1988 — 1990
MBA, MARKETING
Pomona College 1981 — 1985
BA, HISTORY
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) October 2010 - Present
MORGAN STANLEY SMITH BARNEY March 2002 - October 2010
Education
UCLA Anderson School of Management 1988 — 1990
MBA, MARKETING
Pomona College 1981 — 1985
BA, HISTORY
Candice Epp's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience January 2009 - August 2011
Job Investment Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2009 - August 2011
Wells Fargo Advisors, LLC January 2009 - August 2011
AllianceBernstein Institutional Investements 1994 - 2003
Skills
Series 7, Series 65, Series 63, Mutual Funds, Client Services, Wealth Management, Asset Management, Finance, Investments, Asset Allocation, Securities
Education
Lehigh University 1990 — 1994
BS, Business
Merrill Lynch August 2011 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2009 - August 2011
Wells Fargo Advisors, LLC January 2009 - August 2011
AllianceBernstein Institutional Investements 1994 - 2003
Skills
Series 7, Series 65, Series 63, Mutual Funds, Client Services, Wealth Management, Asset Management, Finance, Investments, Asset Allocation, Securities
Education
Lehigh University 1990 — 1994
BS, Business
Scott A. Orr's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience December 2008 - October 2014
Job Senior Vice President, Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2008 - October 2014
Wachovia Securities, LLC January 2007 - December 2008
Morgan Stanley Dean Witter April 1987 - September 2005
Dean Witter June 1979 - August 1982
Education
Florida Atlantic University 1977 — 1982
BS ED & M ED, Education
Wells Fargo Advisors November 2014 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2008 - October 2014
Wachovia Securities, LLC January 2007 - December 2008
Morgan Stanley Dean Witter April 1987 - September 2005
Dean Witter June 1979 - August 1982
Education
Florida Atlantic University 1977 — 1982
BS ED & M ED, Education
Keven Coe Keven Coe's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience March 2009 - October 2009
Job Retirement Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments August 2014 - May 2015
Fidelity Investments March 2014 - August 2014
Fidelity Investments June 2013 - March 2014
Guaranty Bank & Trust March 2012 - June 2013
American General Finance September 2011 - March 2012
Bank of America July 2010 - September 2011
Vision Capital January 2010 - May 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2009 - October 2009
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance
Fidelity Investments May 2015 - Present
Fidelity Investments August 2014 - May 2015
Fidelity Investments March 2014 - August 2014
Fidelity Investments June 2013 - March 2014
Guaranty Bank & Trust March 2012 - June 2013
American General Finance September 2011 - March 2012
Bank of America July 2010 - September 2011
Vision Capital January 2010 - May 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2009 - October 2009
Education
San Diego State University-California State University 2007 — 2011
Bachelor of Science, Finance
Arthur Matney Jr Arthur Matney Jr's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience June 2010 - January 2012
Job Retired
Industry Financial Services
Experience
World Financial Group (WFG) January 2012 - June 2013
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) June 2010 - January 2012
Popular Consulting Corp. January 2007 - March 2010
Sterling and Sterling October 2007 - December 2008
Popular Home Mortgage Corp. March 1999 - December 2006
Arthur Matney Co., Inc. June 1972 - February 1997
Skills
Financial Advisory, All Lines of Insurance..., Mortgage O..., Retirement Planning, Insurance, 401k, Investment Advisory, Asset, Mortgage, Securities, Retirement, IRA's, Equities, Annuities, Retirement Income..., Asset Management, Insurance Planning, Mutual Funds, Asset Allocation, Long Term Care, Series 7, Investments, Portfolio Management, Wealth Accumulation, Wealth Transfer, Annuity, Wealth Management, Finance, Fixed Annuities, Financial Services, Series 63, Mortgage Lending
Education
St. Francis College 1968 — 1972
B.S. Biology, Science
St. Francis College 1968 — 1972
BS, BIOLOGY
Xaverian High School 1964 — 1968
Regents Diploma, Arts and Sciences
World Financial Group (WFG) January 2012 - June 2013
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) June 2010 - January 2012
Popular Consulting Corp. January 2007 - March 2010
Sterling and Sterling October 2007 - December 2008
Popular Home Mortgage Corp. March 1999 - December 2006
Arthur Matney Co., Inc. June 1972 - February 1997
Skills
Financial Advisory, All Lines of Insurance..., Mortgage O..., Retirement Planning, Insurance, 401k, Investment Advisory, Asset, Mortgage, Securities, Retirement, IRA's, Equities, Annuities, Retirement Income..., Asset Management, Insurance Planning, Mutual Funds, Asset Allocation, Long Term Care, Series 7, Investments, Portfolio Management, Wealth Accumulation, Wealth Transfer, Annuity, Wealth Management, Finance, Fixed Annuities, Financial Services, Series 63, Mortgage Lending
Education
St. Francis College 1968 — 1972
B.S. Biology, Science
St. Francis College 1968 — 1972
BS, BIOLOGY
Xaverian High School 1964 — 1968
Regents Diploma, Arts and Sciences
Carol Kaehler's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 1999 - 2002
Job Senior Account Manager at Milliman IntelliScript
Industry Insurance
Experience
Milliman IntelliScript February 2014 - Present
Milliman IntelliScript February 2009 - February 2014
Steven L Danen Investments 2007 - 2010
Wells Fargo Investments 2002 - 2007
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1999 - 2002
Skills
Health Insurance, Life Insurance, Insurance, Fixed Annuities, Underwriting, Operations Management, Financial Services, Account Management, Relationship Management, Contract Management, Claim, Risk Management
Education
Mount Mary University 1985 — 1988
BS, Business Administration
Milliman IntelliScript February 2014 - Present
Milliman IntelliScript February 2009 - February 2014
Steven L Danen Investments 2007 - 2010
Wells Fargo Investments 2002 - 2007
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1999 - 2002
Skills
Health Insurance, Life Insurance, Insurance, Fixed Annuities, Underwriting, Operations Management, Financial Services, Account Management, Relationship Management, Contract Management, Claim, Risk Management
Education
Mount Mary University 1985 — 1988
BS, Business Administration
Nathan Cobbs's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience May 2003 - August 2007
Job Managing Your Wealth, Securing Your Future
Industry Investment Management
Experience
Rotary International July 2015 - Present
Town of Chesterton May 2015 - Present
Harbour Trust & Investment Management Company October 2012 - Present
Purdue Alumni Association July 2012 - June 2015
PNC Wealth Management September 2011 - October 2012
Horizon Bank August 2007 - September 2011
Purdue Alumni Association August 2006 - June 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2003 - August 2007
Skills
Investments, Wealth Management, Portfolio Management, Financial Analysis, Finance, Strategic Financial..., Investment Management, Trust Management, Fiduciary Services, Retirement Planning, Investment Strategies, Wealth Management..., Financial Services, Asset Allocation, Mutual Funds, Wealth, Series 7, Asset Management, Retirement, Investment Advisory, Alternative Investments, Estate Planning, Private Banking, Valuation, High Net Worth..., Financial Planners, Financial Planning
Education
Purdue University 1999 — 2003
BS Economics, Economics, Finance, Accounting, Management
Chesterton High School 1996 — 1999
Rotary International July 2015 - Present
Town of Chesterton May 2015 - Present
Harbour Trust & Investment Management Company October 2012 - Present
Purdue Alumni Association July 2012 - June 2015
PNC Wealth Management September 2011 - October 2012
Horizon Bank August 2007 - September 2011
Purdue Alumni Association August 2006 - June 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2003 - August 2007
Skills
Investments, Wealth Management, Portfolio Management, Financial Analysis, Finance, Strategic Financial..., Investment Management, Trust Management, Fiduciary Services, Retirement Planning, Investment Strategies, Wealth Management..., Financial Services, Asset Allocation, Mutual Funds, Wealth, Series 7, Asset Management, Retirement, Investment Advisory, Alternative Investments, Estate Planning, Private Banking, Valuation, High Net Worth..., Financial Planners, Financial Planning
Education
Purdue University 1999 — 2003
BS Economics, Economics, Finance, Accounting, Management
Chesterton High School 1996 — 1999
Chad Pannell Chad Pannell's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience March 2002 - March 2009
Job Financial Advisor/Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2002 - March 2009
Quick & Reilly March 2001 - March 2002
Credit Suisse January 2000 - March 2001
Ferguson Enterprises 1998 - 1999
Education
Radford University - College of Business and Economics 1994 — 1998
Bachelor of Science, Finance
Ameriprise Financial March 2009 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2002 - March 2009
Quick & Reilly March 2001 - March 2002
Credit Suisse January 2000 - March 2001
Ferguson Enterprises 1998 - 1999
Education
Radford University - College of Business and Economics 1994 — 1998
Bachelor of Science, Finance
Travis Quintin Travis Quintin's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience January 2001 - December 2001
Job Head Trader at Fisher Investments
Industry Investment Management
Experience
Fisher Investments September 2014 - Present
Fisher Investments March 2013 - September 2014
Fisher Investments August 2005 - March 2013
Fisher Investments September 2004 - August 2005
Fisher Investments March 2004 - September 2004
Fisher Investments February 2003 - March 2004
Fisher Investments April 2002 - February 2003
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2001 - December 2001
Skills
Trading, Technical Analysis, Liquidity, Trading Strategies, Currency, FX, Equity Trading, Electronic Trading, Fixed Income, Equities, Emerging Markets, Bloomberg, ETFs, Capital Markets, Trading Systems, Institutional, Hedging, Equity Derivatives
Education
University of San Francisco 1998 — 2001
Bachelor of Science in Business Administration, Finance
Fisher Investments September 2014 - Present
Fisher Investments March 2013 - September 2014
Fisher Investments August 2005 - March 2013
Fisher Investments September 2004 - August 2005
Fisher Investments March 2004 - September 2004
Fisher Investments February 2003 - March 2004
Fisher Investments April 2002 - February 2003
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2001 - December 2001
Skills
Trading, Technical Analysis, Liquidity, Trading Strategies, Currency, FX, Equity Trading, Electronic Trading, Fixed Income, Equities, Emerging Markets, Bloomberg, ETFs, Capital Markets, Trading Systems, Institutional, Hedging, Equity Derivatives
Education
University of San Francisco 1998 — 2001
Bachelor of Science in Business Administration, Finance
Seth Cohen's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience September 2008 - January 2009
Job Partner at Sweetfin Poké
Industry Financial Services
Experience
Sweetfin Poké March 2015 - Present
Cohen Financial Group July 2010 - Present
Live Nation 2009 - 2010
Fourth Wall January 2008 - June 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) September 2008 - January 2009
Skills
Social Media Marketing, Marketing, Entrepreneurship, Event Management, Public Relations, Advertising, Management, Strategy, Real Estate, Leadership, Event Planning, Microsoft Excel, Social Media, Analysis, Project Planning, Online Advertising, Investments, Online Marketing, Social Networking, Digital Marketing, Market Research
Education
University of Southern California - Marshall School of Business 2006 — 2010
Copenhagen Business School 2009 — 2009
International Business
Sweetfin Poké March 2015 - Present
Cohen Financial Group July 2010 - Present
Live Nation 2009 - 2010
Fourth Wall January 2008 - June 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) September 2008 - January 2009
Skills
Social Media Marketing, Marketing, Entrepreneurship, Event Management, Public Relations, Advertising, Management, Strategy, Real Estate, Leadership, Event Planning, Microsoft Excel, Social Media, Analysis, Project Planning, Online Advertising, Investments, Online Marketing, Social Networking, Digital Marketing, Market Research
Education
University of Southern California - Marshall School of Business 2006 — 2010
Copenhagen Business School 2009 — 2009
International Business
Casey Blankenship Casey Blankenship's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience January 2006 - January 2008
Job Associate Director for University Housing
Industry Education Management
Experience
James Madison University May 2014 - Present
Richard Bland College of William and Mary January 2008 - June 2013
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2006 - January 2008
American Debt Collections Company May 2005 - October 2005
University of Mississippi June 2004 - May 2005
North Carolina State University 2001 - 2004
Longwood University June 1998 - June 2001
University of New Hampshire August 1996 - June 1998
Kappa Kappa Psi January 1992 - August 1994
Skills
Campus, Higher Education..., Staff Development, Microsoft Office, Student Engagement, Academic Advising, Public Speaking, Student Affairs, Higher Education, Residence Life, Fundraising, Student Development, Leadership Development, Leadership, Program Management, Event Planning, Program Development, Training, Teaching, Admissions, Student Leadership, Editing, Research, Policy, Resume Writing, Community Outreach, Nonprofits, Career Counseling, Student Housing, Diversity Training, Interviews
Education
James Madison University 1994 — 1996
Master of Education, Counseling Psychology - College Student Personnel Administration
James Madison University 1987 — 1991
Bachelor of Science, Communications
Colonial Heights High School 1983 — 1987
James Madison University May 2014 - Present
Richard Bland College of William and Mary January 2008 - June 2013
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2006 - January 2008
American Debt Collections Company May 2005 - October 2005
University of Mississippi June 2004 - May 2005
North Carolina State University 2001 - 2004
Longwood University June 1998 - June 2001
University of New Hampshire August 1996 - June 1998
Kappa Kappa Psi January 1992 - August 1994
Skills
Campus, Higher Education..., Staff Development, Microsoft Office, Student Engagement, Academic Advising, Public Speaking, Student Affairs, Higher Education, Residence Life, Fundraising, Student Development, Leadership Development, Leadership, Program Management, Event Planning, Program Development, Training, Teaching, Admissions, Student Leadership, Editing, Research, Policy, Resume Writing, Community Outreach, Nonprofits, Career Counseling, Student Housing, Diversity Training, Interviews
Education
James Madison University 1994 — 1996
Master of Education, Counseling Psychology - College Student Personnel Administration
James Madison University 1987 — 1991
Bachelor of Science, Communications
Colonial Heights High School 1983 — 1987
Bhargav Gandhi Bhargav Gandhi's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience November 2009 - April 2011
Job Sr. FIX Engineer
Industry Investment Banking
Experience
Goldman Sachs December 2014 - Present
Wells Fargo April 2012 - November 2014
Morgan Stanley April 2011 - April 2012
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2009 - April 2011
Citi April 2007 - November 2009
Peri Software Solutions August 2006 - March 2007
Skills
Integration, FIX, XML, Ksh, Sybase, Trading Systems, Unix, Low Latency, Exchange Connectivity, Electronic Trading, Autosys, Unix Shell Scripting, Order Management, Linux, Equity Trading, Perl, Requirements Analysis, Performance Tuning, Equity Derivatives, Solaris, Shell Scripting, Business Analysis, SQL, Trading, Derivatives, Equities, Market Data
Education
New Jersey Institute of Technology 2005 — 2006
MS, Electronics and TeleCommunications
Mumbai University 2002 — 2005
B.E, Electronics and Telecommunications
Goldman Sachs December 2014 - Present
Wells Fargo April 2012 - November 2014
Morgan Stanley April 2011 - April 2012
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2009 - April 2011
Citi April 2007 - November 2009
Peri Software Solutions August 2006 - March 2007
Skills
Integration, FIX, XML, Ksh, Sybase, Trading Systems, Unix, Low Latency, Exchange Connectivity, Electronic Trading, Autosys, Unix Shell Scripting, Order Management, Linux, Equity Trading, Perl, Requirements Analysis, Performance Tuning, Equity Derivatives, Solaris, Shell Scripting, Business Analysis, SQL, Trading, Derivatives, Equities, Market Data
Education
New Jersey Institute of Technology 2005 — 2006
MS, Electronics and TeleCommunications
Mumbai University 2002 — 2005
B.E, Electronics and Telecommunications
Borzy Les Borzy Les's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience January 2014 - Present
Job Regional Executive Manager at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2014 - Present
Wells Fargo Advisors January 2005 - Present
Wells Fargo Advisors January 2003 - January 2005
Wells Fargo Advisors January 2001 - January 2003
Skills
Recruiting, Program Management, Strategy, Coaching, Human Resources, Customer Service, Training, Marketing, Leadership, Public Speaking
Education
Concordia University-Portland
BS, Management, Communication & Leadership
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2014 - Present
Wells Fargo Advisors January 2005 - Present
Wells Fargo Advisors January 2003 - January 2005
Wells Fargo Advisors January 2001 - January 2003
Skills
Recruiting, Program Management, Strategy, Coaching, Human Resources, Customer Service, Training, Marketing, Leadership, Public Speaking
Education
Concordia University-Portland
BS, Management, Communication & Leadership
Nicole Blundell's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 2000 - 2006
Job Assistant Vice President
Industry Investment Banking
Experience
State Street June 2015 - Present
State Street February 2015 - Present
State Street April 2006 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2000 - 2006
Peabody Office October 1996 - September 2000
Skills
Securities, Time Management, Equities, PowerPoint, Outlook, Mutual Funds, Microsoft Excel, Microsoft Word
Education
Emmanuel College 1990 — 1994
BA, English, History
State Street June 2015 - Present
State Street February 2015 - Present
State Street April 2006 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2000 - 2006
Peabody Office October 1996 - September 2000
Skills
Securities, Time Management, Equities, PowerPoint, Outlook, Mutual Funds, Microsoft Excel, Microsoft Word
Education
Emmanuel College 1990 — 1994
BA, English, History
Jeff Jolly Jeff Jolly's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience July 2005 - October 2008
Job Financial Advisor, Senior Vice President
Industry Financial Services
Experience
Ameriprise Financial October 2010 - Present
UBS October 2008 - October 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) July 2005 - October 2008
Closings Unlimited January 2002 - July 2005
Education
University of New Haven 2002 — 2005
Bachelor of Science, Business Administration
Ameriprise Financial October 2010 - Present
UBS October 2008 - October 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) July 2005 - October 2008
Closings Unlimited January 2002 - July 2005
Education
University of New Haven 2002 — 2005
Bachelor of Science, Business Administration
Dailey Dewling Dailey Dewling's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience May 2008 - August 2008
Job Tax Senior at Smith & Howard
Industry Accounting
Experience
Smith & Howard January 2013 - Present
Smith & Howard January 2009 - April 2012
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2008 - August 2008
Skills
Tax Research, Tax Accounting, Tax, Corporate Tax, Tax Preparation, Income Tax, Partnership Taxation, Tax Returns, QuickBooks
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
MTx, Taxation
Georgia Institute of Technology 2006 — 2010
BS, Management, Accounting
Smith & Howard January 2013 - Present
Smith & Howard January 2009 - April 2012
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2008 - August 2008
Skills
Tax Research, Tax Accounting, Tax, Corporate Tax, Tax Preparation, Income Tax, Partnership Taxation, Tax Returns, QuickBooks
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2012
MTx, Taxation
Georgia Institute of Technology 2006 — 2010
BS, Management, Accounting
Mike Triana, CRPS® Mike Triana, CRPS®'s WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience May 2009 - January 2010
Job Retirement Operations Team Lead at Commonwealth Financial
Industry Financial Services
Experience
Commonwealth Financial Network May 2011 - Present
Wells Fargo Advisors January 2010 - May 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2009 - January 2010
Wachovia Bank July 2006 - May 2009
Skills
Series 7, Retirement Planning, Retirement, Financial Advisory, Series 24, Series 63, Mutual Funds, Wealth Management, Investments, 401k, FINRA, Securities, Financial Services, Series 6, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelors of Science, Economics with concentration in Management
California Polytechnic State University-San Luis Obispo
Commonwealth Financial Network May 2011 - Present
Wells Fargo Advisors January 2010 - May 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2009 - January 2010
Wachovia Bank July 2006 - May 2009
Skills
Series 7, Retirement Planning, Retirement, Financial Advisory, Series 24, Series 63, Mutual Funds, Wealth Management, Investments, 401k, FINRA, Securities, Financial Services, Series 6, Customer Service
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelors of Science, Economics with concentration in Management
California Polytechnic State University-San Luis Obispo
Kelsey Oldendorp's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience May 2007 - August 2008
Job Associate Director at Condé Nast
Industry Marketing and Advertising
Experience
Condé Nast March 2015 - Present
Hulu October 2013 - March 2015
Hulu November 2011 - October 2013
Hulu November 2010 - December 2011
Dish Network December 2008 - November 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2007 - August 2008
The Wall Street Journal May 2006 - August 2006
Skills
Advertising, Online Advertising, Social Media, Salesforce.com, Digital Media, Online Marketing, Mobile Marketing, Media Planning, Advertising Sales, SEM, Web Analytics, Media Buying
Education
Dickinson College 2004 — 2008
Bachelor of Arts, Policy Management
Condé Nast March 2015 - Present
Hulu October 2013 - March 2015
Hulu November 2011 - October 2013
Hulu November 2010 - December 2011
Dish Network December 2008 - November 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2007 - August 2008
The Wall Street Journal May 2006 - August 2006
Skills
Advertising, Online Advertising, Social Media, Salesforce.com, Digital Media, Online Marketing, Mobile Marketing, Media Planning, Advertising Sales, SEM, Web Analytics, Media Buying
Education
Dickinson College 2004 — 2008
Bachelor of Arts, Policy Management
Patrick DeRespinis Patrick DeRespinis's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience December 2006 - May 2008
Job Field Sales Manager IV Division at Allied Beverage Group
Industry Wine and Spirits
Experience
Allied Beverage Group February 2015 - Present
Allied Beverage Group March 2013 - January 2015
Diageo October 2010 - 2012
Kreative Displays October 2009 - October 2010
Fotek Business Solutions April 2009 - October 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2006 - May 2008
PNC Investments December 2006 - May 2007
First Investors Corp April 2005 - November 2005
Skills
Sales, Sales Management, Customer Service, Brand Management, Marketing, Relationship Management, Account Management, Forecasting, Marketing Strategy, Direct Sales, New Business Development, Strategic Planning, Management, Merchandising, Retail, Selling, Leadership, Sales Operations, Sales Process, Business Development
Education
La Salle University 2000 — 2004
BA, History
LaSalle University 2000 — 2004
B.A, History
Allied Beverage Group February 2015 - Present
Allied Beverage Group March 2013 - January 2015
Diageo October 2010 - 2012
Kreative Displays October 2009 - October 2010
Fotek Business Solutions April 2009 - October 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2006 - May 2008
PNC Investments December 2006 - May 2007
First Investors Corp April 2005 - November 2005
Skills
Sales, Sales Management, Customer Service, Brand Management, Marketing, Relationship Management, Account Management, Forecasting, Marketing Strategy, Direct Sales, New Business Development, Strategic Planning, Management, Merchandising, Retail, Selling, Leadership, Sales Operations, Sales Process, Business Development
Education
La Salle University 2000 — 2004
BA, History
LaSalle University 2000 — 2004
B.A, History
Trish Hobson's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 2003 - 2005
Job VP of Advancement at Alexander Youth Network
Industry Nonprofit Organization Management
Experience
Alexander Youth Network January 2015 - Present
YMCA of Greater Charlotte June 2013 - December 2014
Men's Shelter of Charlotte August 2007 - May 2013
Junior League of Charlotte September 1996 - June 2007
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2003 - 2005
Skills
Fundraising, Management, Strategic Planning, Events, Grant Writing, Non-profits, Community Development, Volunteer Management, Philanthropy, Annual Giving, Community Outreach, Stewardship, Grants, Leadership, Nonprofits, Marketing, Program Development
Education
Leadership Gifts School 2010 — 2011
CBI - Leadership Development Initiative Class III 2004 — 2005
Queens University of Charlotte 1984 — 1988
BA, Mathematics
Alexander Youth Network January 2015 - Present
YMCA of Greater Charlotte June 2013 - December 2014
Men's Shelter of Charlotte August 2007 - May 2013
Junior League of Charlotte September 1996 - June 2007
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2003 - 2005
Skills
Fundraising, Management, Strategic Planning, Events, Grant Writing, Non-profits, Community Development, Volunteer Management, Philanthropy, Annual Giving, Community Outreach, Stewardship, Grants, Leadership, Nonprofits, Marketing, Program Development
Education
Leadership Gifts School 2010 — 2011
CBI - Leadership Development Initiative Class III 2004 — 2005
Queens University of Charlotte 1984 — 1988
BA, Mathematics
Morgan Berry's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience April 2007 - July 2008
Job Project Manager at VDOT
Industry Financial Services
Experience
VDOT September 2011 - Present
Capital One June 2009 - September 2011
Wachovia Securities, LLC March 2006 - May 2009
L'Impresa 2009 - 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) April 2007 - July 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2006 - April 2006
Enterprise Rent-A-Car October 2003 - March 2006
Education
Longwood University 1999 — 2003
BS, Business Management
VDOT September 2011 - Present
Capital One June 2009 - September 2011
Wachovia Securities, LLC March 2006 - May 2009
L'Impresa 2009 - 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) April 2007 - July 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2006 - April 2006
Enterprise Rent-A-Car October 2003 - March 2006
Education
Longwood University 1999 — 2003
BS, Business Management
Monica Lacayo Monica Lacayo's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience September 2008 - November 2010
Job Financial Analyst Associate
Industry Consumer Goods
Experience
Whirlpool Corporation March 2013 - Present
Hacienda El Bosque February 2011 - April 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) September 2008 - November 2010
Skills
Financial Analysis, Series 7, Corporate Finance, Investments, Securities, Series 66, Finance, Management, Analysis, Forecasting, Leadership
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Corporate Finance and Marketing
Texas A&M University - Mays Business School 2004 — 2008
Business Administration, Finance
Whirlpool Corporation March 2013 - Present
Hacienda El Bosque February 2011 - April 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) September 2008 - November 2010
Skills
Financial Analysis, Series 7, Corporate Finance, Investments, Securities, Series 66, Finance, Management, Analysis, Forecasting, Leadership
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Corporate Finance and Marketing
Texas A&M University - Mays Business School 2004 — 2008
Business Administration, Finance
Gene Mechling, CRS, GRI, ABR, CDPE Gene Mechling, CRS, GRI, ABR, CDPE's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 1995 - 2005
Job Residential Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty May 2013 - Present
Prudential PenFed Realty April 2006 - May 2013
Prudential Carruthers Realtors 2006 - November 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1995 - 2005
Ameriprise Financial Services, Inc. 1993 - 1994
Skills
First Time Home Buyers, Accredited Buyer Rep, Certified Residential..., Certified Distressed..., Fine Homes Specialist, Certified Luxury Homes..., Short Sales, Luxury, Foreclosures, Sellers, Relocation, Investors, Property, ABR, Townhomes, Real Property, Listings, Agents, Buyer Representation, New Homes, Move Up Buyers, New Home Sales, National Association of..., Real Estate
Education
Sewanee-The University of the South 1971 — 1975
Bachelor of Arts (B.A.), English Literature
Keller Williams Realty May 2013 - Present
Prudential PenFed Realty April 2006 - May 2013
Prudential Carruthers Realtors 2006 - November 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1995 - 2005
Ameriprise Financial Services, Inc. 1993 - 1994
Skills
First Time Home Buyers, Accredited Buyer Rep, Certified Residential..., Certified Distressed..., Fine Homes Specialist, Certified Luxury Homes..., Short Sales, Luxury, Foreclosures, Sellers, Relocation, Investors, Property, ABR, Townhomes, Real Property, Listings, Agents, Buyer Representation, New Homes, Move Up Buyers, New Home Sales, National Association of..., Real Estate
Education
Sewanee-The University of the South 1971 — 1975
Bachelor of Arts (B.A.), English Literature
Jema Hayes's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience September 2006 - June 2008
Job Volunteer Program Coordinator at The Mountains to Sound Greenway Trust
Industry Philanthropy
Experience
The Mountains to Sound Greenway Trust August 2008 - June 2014
Tannenbaum Historic Park July 2007 - July 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) September 2006 - June 2008
Skills
Community Outreach, Non-profits, Microsoft Office, Customer Service, Outlook, Event Management, Volunteer Management, Public Speaking
Education
University of Washington 2014 — 2016
Master's degree, Museology/Museum Studies
University of North Carolina at Greensboro 2003 — 2007
Bachelor of the Arts, Archaeology and Anthropology
The Mountains to Sound Greenway Trust August 2008 - June 2014
Tannenbaum Historic Park July 2007 - July 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) September 2006 - June 2008
Skills
Community Outreach, Non-profits, Microsoft Office, Customer Service, Outlook, Event Management, Volunteer Management, Public Speaking
Education
University of Washington 2014 — 2016
Master's degree, Museology/Museum Studies
University of North Carolina at Greensboro 2003 — 2007
Bachelor of the Arts, Archaeology and Anthropology
Eldrick Woodley Eldrick Woodley's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience January 2009 - November 2010
Job at
Industry Financial Services
Experience
Engel & Völkers December 2014 - Present
Woodley & Co Wealth Strategies November 2010 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2009 - November 2010
Army National Guard November 2000 - November 2009
Northwestern Mutual August 2007 - January 2009
AXA Advisors August 2006 - July 2007
Skills
Retirement, Business Planning, Financial Planning, Insurance, Budgeting, Investment Advisory, Real Estate Investment, Estate Planning, Management, Retirement Planning, Strategic Financial..., Investment Properties, Budgets, Strategy, Wealth, Financial Advisory, Series 63, Finance, Real Estate, Financial Analysis, Series 7, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2004
BS, Finance
MB Smiley High School 1996 — 2000
Engel & Völkers December 2014 - Present
Woodley & Co Wealth Strategies November 2010 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2009 - November 2010
Army National Guard November 2000 - November 2009
Northwestern Mutual August 2007 - January 2009
AXA Advisors August 2006 - July 2007
Skills
Retirement, Business Planning, Financial Planning, Insurance, Budgeting, Investment Advisory, Real Estate Investment, Estate Planning, Management, Retirement Planning, Strategic Financial..., Investment Properties, Budgets, Strategy, Wealth, Financial Advisory, Series 63, Finance, Real Estate, Financial Analysis, Series 7, Wealth Management
Education
University of Houston, C.T. Bauer College of Business 2000 — 2004
BS, Finance
MB Smiley High School 1996 — 2000
Leigh Major's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience November 2010 - Present
Job Compliance Manager,Internal Controls Broker/Dealer
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2010 - Present
Kelly Financial Resources March 2010 - January 2011
Scottrade 2004 - 2010
Ameriprise Financial Services, Inc. 1997 - 2003
Education
Springfield College 1983 — 1984
Master of Education, Higher Education Administration
Wilkes University 1979 — 1983
BA, Sociology
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) November 2010 - Present
Kelly Financial Resources March 2010 - January 2011
Scottrade 2004 - 2010
Ameriprise Financial Services, Inc. 1997 - 2003
Education
Springfield College 1983 — 1984
Master of Education, Higher Education Administration
Wilkes University 1979 — 1983
BA, Sociology
Angie Amighetti-Bell's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience March 2011 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2011 - Present
Wells Fargo Advisors, LLC July 2006 - Present
May Merchandising Company 2000 - 2006
Education
University of Missouri-Saint Louis 2001 — 2006
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2011 - Present
Wells Fargo Advisors, LLC July 2006 - Present
May Merchandising Company 2000 - 2006
Education
University of Missouri-Saint Louis 2001 — 2006
David Krelic's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience January 2010 - February 2012
Job Vice President, Operational Risk Consultant at Wells Fargo Consumer Lending
Industry Financial Services
Experience
Wells Fargo Consumer Lending Group April 2015 - Present
Wells Fargo Home Mortgage June 2013 - April 2015
Wells Fargo February 2012 - June 2013
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2010 - February 2012
Wells Fargo Investments March 2005 - January 2010
Skills
Compliance, Series 7, Investments, Problem Solving, Excel, Risk Management, Microsoft Office, Analysis, Research, Documentation, Series 63, Series 9, Series 10, Risk Analysis, Fraud Investigations, Risk, Trading, Options, Project Management, Regulatory Reporting, Compliance Regulations, FINRA, Software Documentation, Fixed Income, Financial Risk, Mutual Funds, Management, Finance, Securities, Training, Banking, Financial Services, AML, Process Improvement, Leadership
Education
Augsburg College 2006 — 2009
MBA, Finance
Bethel University 1998 — 2000
BA, Business Management
University of St. Thomas
Mini Master of Project Management
Wells Fargo Consumer Lending Group April 2015 - Present
Wells Fargo Home Mortgage June 2013 - April 2015
Wells Fargo February 2012 - June 2013
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2010 - February 2012
Wells Fargo Investments March 2005 - January 2010
Skills
Compliance, Series 7, Investments, Problem Solving, Excel, Risk Management, Microsoft Office, Analysis, Research, Documentation, Series 63, Series 9, Series 10, Risk Analysis, Fraud Investigations, Risk, Trading, Options, Project Management, Regulatory Reporting, Compliance Regulations, FINRA, Software Documentation, Fixed Income, Financial Risk, Mutual Funds, Management, Finance, Securities, Training, Banking, Financial Services, AML, Process Improvement, Leadership
Education
Augsburg College 2006 — 2009
MBA, Finance
Bethel University 1998 — 2000
BA, Business Management
University of St. Thomas
Mini Master of Project Management
Janel Newell's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience January 2004 - April 2009
Job Senior Data Analyst Designer at HealthPartners
Industry Information Technology and Services
Experience
HealthPartners 2015 - Present
Merrill Corporation May 2011 - June 2015
Strategic Staffing Solutions September 2009 - May 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2004 - April 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2002 - January 2004
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) February 1999 - January 2002
ProAlliance February 1995 - February 1999
Skills
Data Mining, Data Warehousing, ETL, SDLC, Data Modeling, Requirements Gathering, Visio, Business Intelligence, Business Analysis, Data Management, Requirements Analysis, Oracle, SQL, Database Design, Microsoft SQL Server, Business Objects, Data Analysis, Data Governance, Software Project..., DB2, Integration, Enterprise Architecture, Databases, Business Requirements
Education
DePaul University 2000 — 2003
MS, Information Systems
Northwestern University 1989 — 1993
BS, Education
HealthPartners 2015 - Present
Merrill Corporation May 2011 - June 2015
Strategic Staffing Solutions September 2009 - May 2011
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2004 - April 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2002 - January 2004
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) February 1999 - January 2002
ProAlliance February 1995 - February 1999
Skills
Data Mining, Data Warehousing, ETL, SDLC, Data Modeling, Requirements Gathering, Visio, Business Intelligence, Business Analysis, Data Management, Requirements Analysis, Oracle, SQL, Database Design, Microsoft SQL Server, Business Objects, Data Analysis, Data Governance, Software Project..., DB2, Integration, Enterprise Architecture, Databases, Business Requirements
Education
DePaul University 2000 — 2003
MS, Information Systems
Northwestern University 1989 — 1993
BS, Education
Jessica Riordan's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 2000 - 2005
Job Financial Manager at Arx Investment Management
Industry Investment Management
Experience
Arx Investment Management January 2005 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2000 - 2005
Skills
Financial Analysis, Wealth Management, Securities, Portfolio Management, Hedge Funds, Investments, Compliance, Asset Management, Mutual Funds, Asset Managment, Strategic Financial..., Fixed Income, Asset Allocation, Equities, Investment Strategies
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance, Economics
University of Connecticut 1992 — 1996
Economics, Finance, Economics
Arx Investment Management January 2005 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2000 - 2005
Skills
Financial Analysis, Wealth Management, Securities, Portfolio Management, Hedge Funds, Investments, Compliance, Asset Management, Mutual Funds, Asset Managment, Strategic Financial..., Fixed Income, Asset Allocation, Equities, Investment Strategies
Education
Fordham Gabelli School of Business 2007 — 2009
MBA, Finance, Economics
University of Connecticut 1992 — 1996
Economics, Finance, Economics
Melanie Ballinger Apodaca's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience December 2010 - April 2013
Job Business Manager
Industry Sports
Experience
KC Blazers February 2013 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2010 - April 2013
Wells Fargo Advisors, LLC August 2008 - January 2011
Community Health Charities of New England June 2007 - January 2010
Altana Pharma September 2002 - December 2006
inVentiv Health 1998 - 2000
Milex Products February 1995 - May 1997
Education
Rockhurst University 2014 — 2016
Post Bac Pre-Med
Stephens College 1986 — 1990
B.A., Business Administration
Stephens College 1986 — 1990
University of Pittsburgh 1988 — 1988
KC Blazers February 2013 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2010 - April 2013
Wells Fargo Advisors, LLC August 2008 - January 2011
Community Health Charities of New England June 2007 - January 2010
Altana Pharma September 2002 - December 2006
inVentiv Health 1998 - 2000
Milex Products February 1995 - May 1997
Education
Rockhurst University 2014 — 2016
Post Bac Pre-Med
Stephens College 1986 — 1990
B.A., Business Administration
Stephens College 1986 — 1990
University of Pittsburgh 1988 — 1988
Michael Zaun's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience May 2008 - August 2008
Job Private Equity Consultant at Hewitt EnnisKnupp, an Aon Company
Industry Venture Capital & Private Equity
Experience
StepStone Group July 2010 - July 2012
Seven Gables Real Estate June 2009 - August 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2008 - August 2008
Skills
Financial Analysis, Capital IQ, Financial Modeling, Bloomberg, Microsoft Excel, Data Analysis, Portfolio Management, Private Equity, Investments, Thomson One, Thompson One, Valuation, Analysis, Burgiss Private i, Microsoft Office, Alternative Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance
ECOLE SUPERIEURE DE COMMERCE DE PARIS (ESCP-EUROPE) 2009 — 2009
StepStone Group July 2010 - July 2012
Seven Gables Real Estate June 2009 - August 2009
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) May 2008 - August 2008
Skills
Financial Analysis, Capital IQ, Financial Modeling, Bloomberg, Microsoft Excel, Data Analysis, Portfolio Management, Private Equity, Investments, Thomson One, Thompson One, Valuation, Analysis, Burgiss Private i, Microsoft Office, Alternative Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance
ECOLE SUPERIEURE DE COMMERCE DE PARIS (ESCP-EUROPE) 2009 — 2009
Laszlo Fodor's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience March 2008 - December 2011
Job Vice President, Senior Financial Advisor at US Bancorp Investments, Inc
Industry Financial Services
Experience
US Bancorp Investments, Inc December 2011 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2008 - December 2011
Merrill Lynch 2005 - 2008
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Investment Advisory, Retirement Planning, Alternative Investments, Retirement
Education
University of St. Thomas - Opus College of Business 2001 — 2004
MBA, Finance
Szent István Egyetem 1992 — 2000
BS, MS, Applied Economics, Enterprise Management
US Bancorp Investments, Inc December 2011 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2008 - December 2011
Merrill Lynch 2005 - 2008
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Investment Advisory, Retirement Planning, Alternative Investments, Retirement
Education
University of St. Thomas - Opus College of Business 2001 — 2004
MBA, Finance
Szent István Egyetem 1992 — 2000
BS, MS, Applied Economics, Enterprise Management
S Carina Villagra's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience December 2005 - June 2007
Job Legal Services Professional
Industry Legal Services
Experience
Ayuda Inc July 2010 - December 2010
Inter-American Development Bank August 2008 - December 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2005 - June 2007
Dozier Internet Law September 2005 - December 2005
Bowman and Brooke April 2005 - May 2005
Ponce Law Firm (Argentina) March 2001 - December 2002
Education
Georgetown University Law Center 2007 — 2009
LLM, Master of International Legal Studies
Universidad Nacional de Tucumán 2001 — 2002
Public Notary, Public Notary Degree
Universidad Nacional de Tucumán 1994 — 2001
Law, Lawyer Degree
Universidad Nacional de Tucuman 1994 — 1997
Paralegal, Paralegal Degree
Ayuda Inc July 2010 - December 2010
Inter-American Development Bank August 2008 - December 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) December 2005 - June 2007
Dozier Internet Law September 2005 - December 2005
Bowman and Brooke April 2005 - May 2005
Ponce Law Firm (Argentina) March 2001 - December 2002
Education
Georgetown University Law Center 2007 — 2009
LLM, Master of International Legal Studies
Universidad Nacional de Tucumán 2001 — 2002
Public Notary, Public Notary Degree
Universidad Nacional de Tucumán 1994 — 2001
Law, Lawyer Degree
Universidad Nacional de Tucuman 1994 — 1997
Paralegal, Paralegal Degree
Arthur Nowak's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience June 2008 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) June 2008 - Present
Smith Barney August 2007 - December 2008
Morgan Stanley Smith Barney February 2008 - May 2008
Ciurzcak and Company June 2006 - September 2006
Education
State University of New York College at Buffalo 2004 — 2008
B.S., Finance
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) June 2008 - Present
Smith Barney August 2007 - December 2008
Morgan Stanley Smith Barney February 2008 - May 2008
Ciurzcak and Company June 2006 - September 2006
Education
State University of New York College at Buffalo 2004 — 2008
B.S., Finance
Michael Monk's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 1998 - 2002
Job Director at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey April 2014 - Present
Goldman Sachs 2012 - April 2014
Morgan Stanley 2010 - 2012
Credit Suisse 2005 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1998 - 2002
Skills
Investment Banking, Valuation, Capital Markets
Education
University of Virginia Darden School of Business 2003 — 2005
MBA
The University of Georgia 1994 — 1998
BBA, Finance
SunTrust Robinson Humphrey April 2014 - Present
Goldman Sachs 2012 - April 2014
Morgan Stanley 2010 - 2012
Credit Suisse 2005 - 2010
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1998 - 2002
Skills
Investment Banking, Valuation, Capital Markets
Education
University of Virginia Darden School of Business 2003 — 2005
MBA
The University of Georgia 1994 — 1998
BBA, Finance
Phil Dumas's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience September 2001 - May 2003
Job Portfolio Manager at Citadel
Industry Investment Management
Experience
Citadel LLC July 2015 - Present
Geode Capital Management December 2005 - May 2015
Geode Capital Management May 2003 - December 2005
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) September 2001 - May 2003
Loomis, Sayles & Company June 1999 - October 2001
Skills
Equities, Fixed Income, Hedge Funds, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Asset Managment, Derivatives, Investments, Financial Modeling, Trading
Education
Boston University Questrom School of Business 1998 — 2001
MBA, Finance
Assumption College 1991 — 1995
Bachelor of Arts, Economics and Finance
Citadel LLC July 2015 - Present
Geode Capital Management December 2005 - May 2015
Geode Capital Management May 2003 - December 2005
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) September 2001 - May 2003
Loomis, Sayles & Company June 1999 - October 2001
Skills
Equities, Fixed Income, Hedge Funds, Portfolio Management, Alternative Investments, Bloomberg, Capital Markets, Asset Managment, Derivatives, Investments, Financial Modeling, Trading
Education
Boston University Questrom School of Business 1998 — 2001
MBA, Finance
Assumption College 1991 — 1995
Bachelor of Arts, Economics and Finance
Katherine Roberts-Nobles's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience January 2011 - Present
Job Regional Branch Supervisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2011 - Present
Merrill Lynch February 2008 - November 2010
Sun Trust Investment Services March 1985 - January 2008
Education
Florida Agricultural and Mechanical University 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2011 - Present
Merrill Lynch February 2008 - November 2010
Sun Trust Investment Services March 1985 - January 2008
Education
Florida Agricultural and Mechanical University 1974 — 1978
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Matthew Mahar's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience January 2005 - Present
Job VP, Compliance Consultant at Wells Fargo Advisors
Industry Investment Management
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2005 - Present
Wachovia Securities January 2004 - January 2005
Wachovia Securities December 2000 - January 2004
First Union National Bank December 1999 - December 2000
First Union National Bank June 1998 - December 1999
Skills
Series 7, Series 63, Series 9, Series 10, Investment Compliance, FINRA
Education
Appalachian State University 1994 — 1998
BS, Communications
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2005 - Present
Wachovia Securities January 2004 - January 2005
Wachovia Securities December 2000 - January 2004
First Union National Bank December 1999 - December 2000
First Union National Bank June 1998 - December 1999
Skills
Series 7, Series 63, Series 9, Series 10, Investment Compliance, FINRA
Education
Appalachian State University 1994 — 1998
BS, Communications
Seymour Krinsky's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 1954 - Present
Job sr v.p. investments at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1954 - Present
Skills
Stock Trading, Separately Managed..., Retirement Planning
Education
Long Island University, Brooklyn Campus 1948 — 1951
B.S., ECONOMICS
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1954 - Present
Skills
Stock Trading, Separately Managed..., Retirement Planning
Education
Long Island University, Brooklyn Campus 1948 — 1951
B.S., ECONOMICS
Waters Brian's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience February 2002 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) February 2002 - Present
Skills
Retirement Planning, Retirement, IRAs, Asset Allocation, Fixed Income, Mutual Funds, 401k Rollovers, Annuity Sales
Education
Syracuse University
Bachelor's degree
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) February 2002 - Present
Skills
Retirement Planning, Retirement, IRAs, Asset Allocation, Fixed Income, Mutual Funds, 401k Rollovers, Annuity Sales
Education
Syracuse University
Bachelor's degree
Polcar Jeffrey's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience FAUBS1997 - 2000
Job Financial Advisor at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) FAUBS1997 - 2000
Education
Grove City College 1991 — 1995
BS, Econ
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) FAUBS1997 - 2000
Education
Grove City College 1991 — 1995
BS, Econ
John Nimon's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience Vice PresidentMerrill LynchSeptember 1979 - May 2008
Job Financial Advisor at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Vice PresidentMerrill LynchSeptember 1979 - May 2008
Skills
Series 7, Series 66, Comprehensive Wealth..., Retirement, Financial Advisory
Education
Fairleigh Dickinson University 1979 — 1980
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Vice PresidentMerrill LynchSeptember 1979 - May 2008
Skills
Series 7, Series 66, Comprehensive Wealth..., Retirement, Financial Advisory
Education
Fairleigh Dickinson University 1979 — 1980
Kara Bellovich's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience
Job Business Systems Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Skills
Business Requirements, Visio, Requirements Analysis, Risk Management, Business Analysis, SDLC, Mortgage Lending, Requirements Gathering, Banking, Financial Services, Agile Methodologies, IT Strategy
Education
Eastern Illinois University 1990 — 1994
Bachelor's Degree, Computational Mathematics
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Skills
Business Requirements, Visio, Requirements Analysis, Risk Management, Business Analysis, SDLC, Mortgage Lending, Requirements Gathering, Banking, Financial Services, Agile Methodologies, IT Strategy
Education
Eastern Illinois University 1990 — 1994
Bachelor's Degree, Computational Mathematics
Robert Cappelli's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience 2007 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2007 - Present
Morgan Stanley 2005 - 2007
Skills
Portfolio Management, Fixed Annuities, Investments, Alternative Investments
Education
Saint Joseph's University
Finance
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 2007 - Present
Morgan Stanley 2005 - 2007
Skills
Portfolio Management, Fixed Annuities, Investments, Alternative Investments
Education
Saint Joseph's University
Finance
Darrell Thomas's WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) Experience April 1998 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) April 1998 - Present
Wells Fargo Advisors April 1998 - Present
ROSALCO June 1987 - December 1997
CAL GAS CORP April 1982 - March 1987
Education
Eastern Kentucky University
Bachelor of Science (BS), Business Administration and Management, General
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) April 1998 - Present
Wells Fargo Advisors April 1998 - Present
ROSALCO June 1987 - December 1997
CAL GAS CORP April 1982 - March 1987
Education
Eastern Kentucky University
Bachelor of Science (BS), Business Administration and Management, General