Wells Fargo Asset Management
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Wells Fargo Asset Management Employees
Wells Capital Management October 2014 - Present
Wells Fargo Asset Management July 2013 - October 2014
Wells Fargo Asset Management July 2012 - July 2013
International Sports Management, Inc. November 2011 - July 2012
KM Capital Management February 2011 - November 2011
Keystone Trading Concepts March 2010 - August 2010
Skills
Investments, Equities, Trading, Finance, Customer Service, Risk Management, Investment Strategies, Investment Management, Cold Calling, Series 7, Valuation, Asset Allocation, Securities, Salesforce.com, Financial Risk, Portfolio Management, Mutual Funds, FactSet, Series 63, Wealth Management
Education
Concordia University-Wisconsin 2007 — 2009
BS, General Business
Marian College of Fond du Lac 2003 — 2006
BS, Economics and Finance
Wells Fargo Asset Management December 2013 - Present
Wells Fargo Asset Management April 2010 - December 2013
Wells Fargo February 2004 - April 2010
Skills
Mutual Funds, Financial Advisory, Investments, Fixed Income, Alternative Investments, Equities, Practice Management
Education
University of Nevada-Reno 2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Accenture March 2015 - Present
Wells Fargo Asset Management January 2014 - March 2015
Baxter Healthcare Corporation May 2013 - August 2013
Motorola Mobility May 2011 - August 2011
Skills
SQL, CRD, SDLC, Microsoft Excel, Microsoft Office, Access, Visual Basic, Program Management, OS X, Management, Mac OS X, Software Documentation, Google Docs, Prezi, Vlookup, SQL Query Formation, ITIL, SOX Compliancy, Visual Studio, MS Excel Pivot Tables, SmartDraw, ITIL Service Strategy, IT Audit, SAP Business Objects, Process Improvement, Data Analysis, SharePoint, Visio, Testing, Databases, Business Analysis, Charles River IMS, Omgeo Oasys, SnagIt, Business Requirements, BRD, Requirements Gathering, Data Integration, Application Support, Vendor Management, Process Automation, Batch Processing, Cross-functional..., Troubleshooting, Analysis, Requirements Analysis, Project Management, Charles River, Eze Castle, Buy-side
Education
Marquette University 2010 — 2014
Bachelor of Science in Business Administration, Finance, Information Technology
University of Antwerp 2012 — 2012
Undergraduate, International Politics, Finance, Supply Chain, Marketing, and Economics
Wells Fargo Asset Management March 2015 - Present
Wells Fargo Advantage Funds December 2013 - Present
Wells Fargo Funds Management Group February 2013 - Present
Malloy, Lynch, Bienvenue, LLP September 2012 - December 2012
Sharon Credit Union July 2011 - September 2012
Skills
Accounting, QuickBooks, Budgets, Banking, Credit, Financial Reporting, Financial Analysis, Microsoft Excel, Customer Service, Time Management, Microsoft Word
Education
Boston University 2014 — 2016
Master of Science (M.S.), Banking and Financial Support Services
Bridgewater State University 2008 — 2013
Bachelor of Science, Accounting
Crosslink Capital April 2015 - Present
Parnassus Investments May 2008 - November 2014
Wells Fargo Asset Management May 2002 - May 2008
OffRoad Capital September 1999 - February 2001
Skills
Institutional Marketing, Asset Management, Venture Capital, Private Equity, Hedge Funds, Foundations, Endowments, Pension Funds, Taft-Hartley, Family Office, Sovereign Wealth Funds
Education
University of Tennessee-Knoxville 1997 — 1999
Bachelor's Degree, Sociology
University of Colorado Boulder 1994 — 1997
The Lawrenceville School 1990 — 1994
High School
OppenheimerFunds October 2014 - Present
Wells Fargo Asset Management January 2014 - October 2014
Wells Fargo Advantage Funds February 2008 - January 2014
Managers Investment Group February 2000 - August 2007
Scudder Investments February 1996 - May 2000
Education
Providence College 1990 — 1994
BS, Marketing
Wells Fargo Asset Management March 1996 - Present
Education
Marquette University
Master of Business Administration (MBA)
University of Wisconsin-Madison
Bachelor of Engineering (BEng), Mechanical Engineering
Wells Fargo Asset Management July 2014 - Present
Wells Fargo January 2013 - January 2014
Wells Fargo May 2012 - January 2013
Preston Marketing Corp June 2011 - August 2011
Skills
Financial Analysis, Credit, Microsoft Word, Loan Origination, Commercial Banking, Banking, Customer Service, Series 7, Series 63
Education
Wake Forest University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Rhode Island College 2007 — 2009
Wells Fargo Asset Management August 1999 - Present
Skills
Mutual Funds, Series 7, Asset Allocation, Wealth Management, Alternative Investments, Investments, Investment Advisory, Retirement Planning, Asset Management, Portfolio Management, Securities, Retirement, Financial Planning, 401k, Finance, Strategic Planning
Education
Auburn University 1982 — 1986
Bachelor's degree, Marketing
Wells Fargo Asset Management March 1981 - Present
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Schedules, Internet, Social Networking, Office Management, Data Entry, Social Media, Customer Service, Outlook, Leadership, Office Administration, Administration, Invoicing, Time Management, Public Speaking, Event Planning, Telephone Skills, Training, Research, Management
Education
Diablo Valley College
Wells Capital Management June 2010 - Present
Wells Fargo Asset Management July 2011 - September 2014
Wells Fargo October 2008 - June 2010
Wells Fargo Bank 2004 - 2008
Bank of America 2000 - 2004
Skills
Business Development, Project Management, Building Relationships, Social Media, Relationship Management, Account Management, Investment Management, Social Networking, Mutual Funds, Asset Managment, Series 66, Fixed Income, Microsoft Excel, PowerPoint, Uniform Combined State..., Start-ups, Series 7, Marketing, Strategic Planning, Strategic Sales, Asset Management, Financial Services, Wealth Management, Private Banking, Investment Advisory, Credit, Loans, Finance, Financial Markets, Investments
Education
San Jose State University
Bachelors of Science, Finance
University of California, Berkeley
Wells Fargo Asset Management October 2010 - Present
R.J. O'Brien & Associates November 2007 - October 2010
David Vaughan Investments April 2006 - June 2007
Horizon Cash Management January 1995 - August 2005
Bank of America July 1987 - January 1995
Skills
Bank Relationship..., Fixed Income Products, Fixed Income Research, Treasury Management, Liquidity Management, Cash Management, Alternative Investments, Investment Companies, Managed Futures, Hedge Funds, Bloomberg Terminal, Client Relationship..., Portfolio Management, Economic Research, New Business Development, SEC regulations, Banking, Fixed Income, Mutual Funds, Investment Strategies, Trading, Financial Services, Risk Management, Investment Management, Finance, Corporate Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance & International Business
Illinois Institute of Technology
BBA, Finance
The UPS Store #5522 August 2014 - Present
Consolidated Planning, Inc. September 2012 - March 2014
NC Employment Commission July 2011 - September 2012
ProNet Charlotte January 2011 - August 2012
Wells Fargo Asset Management January 2009 - May 2011
Evergreen Investments November 2007 - December 2008
Wachovia Capital Markets July 1997 - October 2007
Smith Barney June 1988 - July 1997
Skills
Bloomberg Terminal, Proposal Writing
Education
University of Virginia - Darden Graduate School of Business Administration 1986 — 1988
MBA, Management, FInance
U.S. Navy Nuclear Power School 1978 — 1979
Nonaccredited Masters of Nuclear Engineering, Nuclear Engineering
United States Naval Academy 1974 — 1978
Bachelor of Science, Engineering
Wells Fargo Asset Management June 2015 - Present
Wells Fargo Asset Management June 2013 - May 2015
Target June 2012 - August 2012
Hamilton College August 2011 - December 2011
Merrill Lynch August 2011 - December 2011
AIG June 2011 - August 2011
Skills
Economics, Bloomberg, Management, Credit, Trading
Education
Hamilton College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Salisbury School 2007 — 2009
Wells Fargo Asset Management 2014 - Present
Lincoln Financial Group 2013 - 2014
Susquehanna International Group, LLP (SIG) 2012 - 2013
Vanguard 2005 - 2012
Skills
Certified Financial..., MBA, Investment Strategies, ETFs, Asset Allocation, Bloomberg, Morningstar Direct, Zephyr Style Advisor, Factset, Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Chartered Financial..., Trading
Education
Penn State University
MBA
University of Pittsburgh
BS, Finance
Wells Fargo Asset Management July 2014 - Present
BNY Mellon March 2000 - July 2014
Boston Financial Data Services October 1998 - March 2000
Citizens Bank 1996 - 1998
Skills
Cross-functional Team..., Management, Finance, Risk Management, CRM, Analysis, Process Improvement, Mutual Funds, Financial Risk, Investments, Financial Analysis, Asset Management, Project Management
Education
Simmons College - Simmons School of Management
Master of Business Administration (MBA)
University of Bridgeport
Bachelor of Science (BS)
Wells Fargo Asset Management July 2011 - Present
MFS Investment Management April 2005 - June 2011
Wells Fargo Funds Management Group January 2000 - April 2005
Sentinel Investments 1997 - 2000
Financial Relations Board 1996 - 1997
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Investments, Asset Managment, Investment Strategies
Education
University of Colorado Boulder 1983 — 1987
B.S.
Douglas County High School 1980 — 1983
Wells Fargo Asset Management January 2010 - Present
Evergreen Investments January 2007 - December 2009
Evergreen Investments January 2004 - December 2006
Skills
Asset Allocation, Investments, Mutual Funds, Leadership, Sales, Alternative Investments, Asset Management, Series 7, Series 63, Wealth Management, Securities, Retirement Planning, Series 65, CIMA, Series 24
Education
Florida Agricultural and Mechanical University 1995 — 1998
BS, Business Administration
University of Michigan 1993 — 1995
Literature, Science and Arts
Wells Fargo June 2014 - Present
Wells Fargo Asset Management July 2013 - June 2014
Wells Fargo Advisors April 2012 - July 2013
Wells Fargo Advisors July 2011 - April 2012
Skills
MS Office Suite, SQL, Visual Basic, C++, Java, Bloomberg, Fixed Income, Portfolio Management, Financial Modeling, Financial Analysis, Microsoft Office, Securities, Finance, Trading, Equities, Valuation, Investment Management, Investments, Asset Management, Leadership, Management, Strategy
Education
California State University-Northridge 2009 — 2011
Bachelor of Science, Finance, Economics Minor
Wells Fargo Asset Management August 2013 - Present
GE Healthcare June 2012 - August 2013
Stark Investments June 2004 - April 2012
Robert W. Baird & Co. January 2003 - March 2004
Wells Fargo Private Client Services November 1999 - January 2003
Piper Jaffray January 1995 - November 1999
Skills
Event Planning, Investments, Recruiting, Financial Analysis, Sales, Strategic Planning, Human Resources, Management, Office Management, Customer Service, Team Building, Portfolio Management, Time Management, Hedge Funds, Outlook, Financial Services, Project Management, Project Planning, Trading, Event Management, Finance, Bloomberg, Risk Management, Equities, Strategy, Asset Management, Financial Modeling, Options, Analysis, Accounting, Interviews, Training, Securities, Leadership, Process Improvement, Private Equity, Mergers & Acquisitions, Business Development, Microsoft Excel, Due Diligence, Valuation, Administration, Budgets, Investor Relations
Education
University of Kansas 1989 — 1993
Art and Design
Breck School 1985 — 1989
Wells Fargo Asset Management October 2012 - Present
Guaranty Bank FSB May 2008 - December 2010
Marquette University July 2008 - June 2010
Marquette University July 2009 - May 2010
Skills
Customer Service, Microsoft Office, PowerPoint, Access, Leadership, Banking, Mutual Funds, Microsoft Word, Management, Sales, Series 7, Series 63, Series 24, Coaching, Community Outreach, Time Management
Education
University of Wisconsin-Milwaukee 2014 — 2016
Master of Business Administration (M.B.A.)
Marquette University 2006 — 2010
Bachelor of Science, Economics
Microsoft May 2015 - August 2015
Microsoft May 2014 - August 2014
Wells Fargo Funds Management August 2007 - July 2013
Wells Fargo Asset Management May 2006 - July 2007
Skills
Public Relations, Relationship Management, Communication Skills, Media Relations, Publicist, Strategic Planning, Event Planning, Strategic Communications, Social Media, Public Speaking, Market Research, Series 7, Investments
Education
Cornell University 2013 — 2015
Master of Business Administration (M.B.A.), Focus in Human Resources
Cornell University 2013 — 2015
Master of Arts (M.A.), Industrial and Labor Relations
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Mass Communications
Mt. Eden
Wells Fargo Asset Management 2007 - Present
Franklin Templeton Investments 2001 - 2007
Autodesk 1993 - 2000
Skills
Corporate Branding, Email Marketing, Marketing Communications, Direct Marketing, Marketing Strategy, Integrated Marketing
Education
University of San Francisco 1999 — 2001
MHROD, Organization Development
California College of the Arts 1972 — 1975
BFA, Graphic Design
Wells Fargo Asset Management March 2011 - Present
Wells Fargo Asset Management May 2007 - March 2011
Evergreen Investments January 2006 - May 2007
Evergreen Investments March 2005 - January 2006
North Carolina Department of Public Instruction May 2003 - March 2005
Skills
PowerPoint, Charles River IMS, Bloomberg, Equities, Investment Management, Factset, Advent Portfolio..., Excel, William O'Neil WONDA, SatuitCRM, eVestment Alliance..., Zephyr Analytics, Lipper LANA, Portfolio Management, Equities Technology, Fixed Income, Portfolio Performance..., Trading, Trading Systems, Institutional..., Linedata, StreetAccount, Zephyr, Lipper, Microsoft Excel, Financial Modeling, Investments
Education
North Carolina State University 1998 — 2002
Bachelor of Science (BS), Statistics
Bessemer Trust 2014 - Present
J.P. Morgan Asset Management 2012 - 2014
J.P. Morgan Asset Management 2010 - 2012
J.P. Morgan 2009 - 2010
J.P. Morgan 2008 - 2008
Wells Fargo Asset Management 2005 - 2007
Wells Fargo Asset Management 2003 - 2005
Wells Fargo Private Wealth Management 2000 - 2003
Wells Fargo Bank 1998 - 2000
Skills
Investment Banking, Financial Modeling, Investments, Finance, Equities, Valuation, Asset Management, Financial Analysis, Portfolio Management, Fixed Income
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Economics
CFA Institute 2004 — 2007
Earned the right to use the CFA designation
University of California, Irvine 1999 — 2003
BA, Economics
Robert Toigo Foundation
UCLA Riordan Fellows Program
Wells Fargo Asset Management March 2010 - Present
Wells Fargo/Evergreen Investments May 2008 - March 2010
RS Investments June 2006 - June 2008
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, Series 65, Separately Managed...
Education
Isenberg School of Management, UMass Amherst 2002 — 2006
BS, Sports Management, Economics
Wells Fargo Asset Management June 2015 - Present
Ernst & Young 2011 - 2015
Franklin Templeton Investments April 2010 - September 2011
Hotwire 2009 - 2010
KPMG Advisory June 2007 - April 2009
Gia&Co January 2008 - August 2008
Skills
SOX, Internal Audit, Month End Close, Financial Accounting, Fund Accounting, Community Outreach, Business Process..., Oracle Financials, Corporate Governance, Risk, Enterprise Risk..., Compliance, Sarbanes-Oxley Act, Financial Risk, Risk Assessment, Anti Money Laundering
Education
University of California, Berkeley 2004 — 2008
Bachelors, Economics
Wells Fargo Asset Management June 2015 - Present
Northern Trust Hedge Fund Services November 2014 - June 2015
Northern Trust Hedge Fund Services June 2013 - November 2014
U.S. Bank Global Corporate Trust Services April 2013 - June 2013
U.S. Bank Global Corporate Trust Services May 2012 - April 2013
U.S. Bank Global Corporate Trust Services June 2011 - May 2012
Edgewood College, School of Business August 2010 - May 2011
Quick Action, General Trading L.L.C. December 2010 - January 2011
Education
Edgewood College 2007 — 2011
Bachelor of Science, Finance, Economics
Integre Asset Management June 2012 - Present
Neuberger Berman September 1998 - December 2011
Ark Asset Management November 1993 - September 1998
Omega Advisors January 1992 - November 1993
John A Levin & Co September 1988 - December 1991
Wells Fargo Asset Management May 1986 - September 1988
PaineWebber Inc November 1982 - May 1985
Skills
Hedge Funds, Portfolio Management, Equities, Bloomberg, Alternative Investments, Investments, Capital Markets, Private Equity, Valuation, Equity Research, Guest Instructor, MBA..., Mutual Funds, Fixed Income, Series 7, Asset Managment
Education
Rutgers Business School 1983 — 1987
ABD, PhD, Finance, Microstructure
Rutgers University-New Brunswick 1980 — 1982
Master's degree, Economics
kasina, a DST Company July 2015 - Present
Wells Fargo Asset Management May 2006 - July 2015
J.P. Morgan June 2001 - May 2006
Morgan Stanley February 2000 - June 2001
Fidelity Investments July 1999 - February 2000
Skills
Series 63, Retirement Planning, Finance, Mutual Funds, Trading, Series 7, Series 65, Series 9, Series 10, Certified Fund..., Equity Derivatives, Fixed Income, Equity Trading
Education
Franklin Pierce College 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Franklin Pierce University
Bachelor's Degree, Accounting and Finance
Wells Fargo Asset Management January 2005 - Present
Strong Capital Management 2000 - 2005
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Investment Advisory, Strategic Financial..., Asset Allocation, Leadership, Series 63, Credit, Banking, Asset Management, Portfolio Management, New Business Development
Education
Marquette University 1988 — 1992
Business Administration, Marketing
Wells Fargo Asset Management June 2012 - Present
BlackRock March 2009 - February 2012
Goldman Sachs 2003 - 2007
Morgan Stanley 2000 - 2002
Education
Northwestern University - Kellogg School of Management 2007 — 2008
MBA, Finance, Accounting
University of California, Berkeley 1996 — 1999
BS, Business Administration
Wells Fargo Asset Management June 2012 - Present
California Council on Economic Education August 2010 - November 2011
Capital Guardian Trust Company 2001 - 2009
Payden & Rygel 1990 - 2001
Shearson Lehman 1987 - 1989
Skills
Economics, Marketing Communications, Investment Writing
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1996
MBA
Osborne Partners Capital Management April 2000 - Present
Wells Fargo Asset Management April 1997 - March 2000
Cowen and Company May 1994 - April 1997
Education
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Citi Fund Services May 2014 - Present
Citi Fund Services 2005 - May 2014
Wells Fargo Asset Management January 2000 - May 2005
Pioneering Services Corporation June 1988 - December 2000
Skills
Mutual Funds, Financial Services, Process Improvement, Change Management, Business Analysis, Vendor Management, Securities, Asset Managment, Investments, Asset Management, Financial Analysis, Portfolio Management, Management, Banking, Risk Management, Account Reconciliation, Middle Office, Fund Accounting, Equities, Fixed Income, Back Office, Alternative Investments, Trading, Hedge Funds, Financial Risk, Relationship Management, Derivatives, Bonds, Fund Administration, Asset Allocation, Fund Of Funds, Bloomberg, Executive Management, Finance, Corporate Actions, Wealth Management, Leadership, Trading Systems, Capital Markets, AML, Financial Markets, Investment Management, Settlement, ETFs, Options, Prime Brokerage
Education
Norwich University 1984 — 1988
BA, Business Administration
Manning & Napier July 2012 - Present
Wells Fargo Asset Management July 2009 - July 2012
Evergreen Investments February 2008 - July 2009
Evergreen Investments May 2006 - 2008
BlackRock August 2003 - December 2005
Diecast 1996 - 2003
Skills
Series 63, Series 7, Series 6, Series 65, Investments, Business Relationship..., Investment Management, Contract Negotiation, Sales Management, Sales Presentations, Marketing Strategy, Account Management, Building Relationships, Mutual Funds, Separately Managed..., ETFs, Investment Advisory..., Asset Management, Customer Relations, Consultative Selling, Strategic Planning, Business Development, Competitive Analysis, Sales, Sales Operations, Marketing, Marketing Communications, Product Marketing, Customer Service, Investment Advisory, Wealth Management, CRM, Management, Financial Services, Risk Management, Strategic Partnerships, Financial Advisory
Education
Boston University 1995 — 2000
Joel Barlow High School 1991 — 1995
Wells Fargo Asset Management May 2014 - Present
Natixis Global Asset Management July 2012 - June 2013
Guggenheim Investments (formerly RydexSGI) March 2010 - June 2012
Eaton Vance December 2008 - March 2010
Skills
Mutual Funds, Risk Management, Alternative Investments, Microsoft Office, Investments, Series 7, Fixed Income, Financial Services, Asset Management, ETFs, Asset Allocation, Wealth Management, Investment Strategies, Securities, Equities, Series 63, Client Rapport, Leadership, FINRA, Uniform Combined State..., Investment Management, Investment Advisory, Financial Markets, Practice Management, Relationship Management, Capital Markets, Professional Phone..., Distribution Strategies, Series 65, Series 6, Sales
Education
Brandeis University 2006 — 2008
M.A., Politics/Political Theory
University of Massachusetts, Amherst 2004 — 2006
B.A., summa cum laude, Phi Beta Kappa, Philosophy and Political Science double major
Boston Latin School 1997 — 2003
College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo Asset Management April 2015 - Present
Commodities Trader 2013 - April 2015
Scottrade 2008 - 2013
Education
Belmont University 2002 — 2006
Bachelor of Business Administration (BBA)
verona
Wells Fargo Asset Management May 2012 - Present
Merrill Lynch May 2004 - April 2012
The Vanguard Group August 1992 - May 2004
Skills
Portfolio Analysis, Relationship Management, Financial Planning, Portfolio Management, Asset Allocation, Manager Due Diligence, New Business Development, Personnel Management, Investment Policy..., Institutional Investors, Endowments, Pensions, Investment Consulting, Series 7, Series 63, Series 65, CFA, CFP, Capital Markets, Defined Benefit, 401k
Education
Temple University - Fox School of Business and Management 1992 — 1995
MBA, Finance
Temple University - Fox School of Business and Management 1988 — 1992
BBA, International Business
Wells Fargo Asset Management July 2013 - Present
Bank of America August 2007 - June 2013
Skills
Investments, Financial Analysis, Customer Service, Risk Management, Marketing Strategy, Brand Development, Brand Management, Client Relations, Client Development, Project Management, Project Delivery, Leadership, Sales, Management
Education
Claremont McKenna College 1998 — 2002
Bachelor of Arts (BA), International Relations
Wells Fargo Asset Management August 2014 - Present
Wells Fargo Asset Management 2010 - August 2014
Wells Fargo Asset Management 2008 - 2010
Education
Indiana University Bloomington 2003 — 2007
Wells Fargo Asset Management 2009 - Present
Evergreen Investments October 2006 - July 2009
Boston Financial Data Services June 2005 - October 2006
Boston Financial Data Services November 2003 - June 2005
Skills
Mutual Funds, Financial Services, Series 63, Wealth Management, Series 7, Training & Development, Training Delivery, Curriculum Design, Virtual Training, Blended Learning, Instructional Design, Asset Management, Web Content Management, Salesforce.com, Salesforce Training, Options, Options Strategies, IRAs, 401k, Investments
Education
Bentley University 1999 — 2003
BA, Economics/Finance
Boston College High School 1995 — 1999
Wells Fargo Asset Management March 2007 - Present
UVEST Financial Services 2006 - 2007
Bank of America 2005 - 2006
PricewaterhouseCoopers 1999 - 2006
Skills
Corporate Finance, Financial Reporting, Mutual Funds, Accounting, Valuation, Financial Analysis, Financial Modeling, Portfolio Management, Due Diligence, Investments, Strategic Financial..., Financial Services
Education
Robert Morris University 1995 — 1999
MS, Accounting
Wells Fargo Asset Management December 2012 - Present
Nationwide Financial October 2011 - December 2012
Morgan Stanley Smith Barney November 2004 - September 2011
Starboard Capital September 2002 - November 2004
Standish Mellon July 2000 - January 2002
The Dreyfus Corporation September 1996 - July 2000
Skills
Portfolio Management, Series 7, Mutual Funds, Series 63, Asset Allocation, Investment Management, Investment Strategies, Asset Managment, Investments, Chartered Financial..., Series 65, Separately Managed..., Institutional..., Securities, Fixed Income
Education
Villanova University 2000 — 2003
MBA, Finance
Fairfield University 1992 — 1996
BS, Accounting
Mt. St. Joseph's Academy 1988 — 1992
High School
Wells Fargo Asset Management July 2010 - Present
Eaton Vance Investment Managers June 2005 - July 2010
Skills
Investments, Mutual Funds, Separately Managed..., Relationship Management, Territory..., Investment Strategies, Financial Services
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Economics
Wells Fargo Asset Management January 2011 - Present
Wells Fargo Funds Distributor 2006 - April 2011
Strong Capital Management 2003 - 2005
Skills
Investments, Asset Allocation, Mutual Funds, Series 63, Series 7, Financial Services
Education
Marquette University 1999 — 2003
BA, Advertising, Marketing, Spanish
Wells Fargo Asset Management 2000 - Present
Strong Capital Management 2000 - 2004
Skills
Strategic Partnerships, Consulting, Investments
Education
Brigham Young University 1993 — 2000
BA, Marketing Communications, Business
Huguenot Academy 1989 — 1993
Wells Fargo Asset Management January 2010 - Present
Evergreen Investments October 2007 - January 2010
Evergreen Investments May 2004 - October 2007
Skills
Mutual Funds, Investments, Portfolio Management, Asset Management, Financial Services, Financial Advisory, Leadership, Sales, Marketing Strategy, Sales Management, Series 7, Series 63, Wealth Management, Asset Allocation
Education
University of San Diego 1997 — 2001
BBA, Finance/Marketing
Regis Jesuit High School 1993 — 1997
High School Diploma
Wells Fargo Asset Management 2007 - Present
Wells Fargo Asset Management 2007 - Present
MFS Investment Management 1997 - 2007
MFS Financial Distributors 1997 - 2007
Prudential Financial 1994 - 1997
Skills
Mutual Funds, Fixed Annuities, Series 63, Series 24, Series 7
Education
Suffolk University - Sawyer Business School 1992 — 1993
MBA, Finance
Florida Southern College 1988 — 1990
BS, Science
Wells Capital Management August 2006 - Present
Wells Fargo Asset Management 2006 - Present
Metropolitan West Asset Management July 2004 - July 2006
Strong Capital Management March 1998 - June 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Portfolio Management
Education
Central Washington University 1990 — 1994
Bachelor of Science (B.S.), Economics
Wells Fargo Asset Management August 2012 - Present
Wells Fargo Asset Management June 2011 - August 2012
Wells Fargo Bank June 2009 - June 2011
Wells Fargo Financial November 2003 - May 2009
Wells Fargo Financial July 2001 - November 2003
Best Buy July 1999 - June 2001
Sam's Club May 1992 - June 1999
Skills
Sales, Leadership, Management, Strategic Planning, Strategy, Sales Operations, Loans, Team Building, Coaching, Training, Marketing Strategy, Sales Management, Banking, Budgets, Analysis, Leadership Development, Finance
Education
Detroit Lakes High School
Minnesota State University, Moorhead
BS in Business Management, Business, Marketing
Wells Fargo Asset Management 2000 - Present
Skills
Series 6, Series 63, Series 7, Series 24, Series 65, Mutual Funds, Relationship Management, Investments, Wealth Management, Retirement Planning, Asset Allocation
Education
University of North Carolina at Chapel Hill 1987 — 1990
BA, School of Mass Communication
Wells Fargo Asset Management April 2013 - Present
Wells Capital Management December 2007 - Present
Evergreen Investments December 2007 - January 2009
Wachovia Securities, LLC June 2000 - December 2007
Skills
Securities, Fixed Income
Education
University of Michigan 1996 — 2000
Bachelors, Economics
Wells Fargo Asset Management February 2013 - Present
Guggenheim Partners December 2011 - February 2013
MF Global November 2010 - November 2011
Concept Capital July 2009 - October 2010
Jesup & Lamont February 2009 - June 2009
Citigroup September 1999 - June 2009
Skills
Equities, Capital Markets, Portfolio Management
Education
Michigan State University
Wells Fargo Asset Management December 2007 - Present
Munder Capital Management July 2000 - December 2007
Alliance Capital Management November 1992 - June 2000
Skills
Fixed Income, Mutual Funds, Series 7, Equities, Portfolio Management, Investments, Asset Management, Alternative Investments, Series 63, Securities, Hedge Funds, Bloomberg, Series 67, Wholesaler
Education
Drew University 1985 — 1989
BA, Economics
Wells Fargo Asset Management May 2000 - Present
Skills
Fixed Income, Bonds, Municipal, Money Market, Mutual Funds, Bloomberg, Investment Strategies, Capital Markets, Investment Management, Portfolio Management, Trading, Securities
Education
Iona College
BBA, FINANCE
University of Connecticut
MBA, FINANCE
TriStar Capital Management, LLC January 2010 - Present
self employed 2008 - 2011
CitiMortgage, Wells Fargo 2001 - 2007
Morgan Stanley Dean Witter 1999 - 2000
Hull Trading Company 1996 - 1996
Bank of America 1994 - 1995
Wells Fargo Asset Management 1993 - 1994
Skills
Global Macro, Trading, Commodity, Hedge Funds, FX, Futures, Technical Analysis, Options, Behavioral Finance, Proprietary Trading, Investments, Portfolio Management, Mutual Funds, Equity Trading, Finance, Securities
Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1992
Bachelor of Science (B.S.), Finance
Wells Fargo Asset Management July 2013 - Present
Wells Fargo Advisors October 2010 - July 2013
Flagstar Bank June 2007 - January 2009
Aegis Mortgage December 2003 - June 2007
Skills
Series 7, Series 66, Credit, Loans, Team Building, Life & Health Insurance..., Mortgage Lending, Mortgage Banking, Management, Investments, Customer Service, Leadership, Banking, Residential Mortgages, Loan Origination
Education
Rollins College - Crummer Graduate School of Business 2009 — 2012
MBA
University of West Florida - College of Business
Bachelors Degree
Wells Fargo Asset Management January 2014 - Present
Wells Fargo July 2007 - October 2012
Skills
CIMA, Retirement, Investment Strategies, Mutual Funds, Series 7, Series 63, Series 65, Sales, Relationship Management
Education
University of Wisconsin-La Crosse 1999 — 2004
Bachelor of Arts (BA), Finance, General
Carl von Ossietzky Universität Oldenburg 2002 — 2002
Study Abroad, German Studies
Wells Fargo Asset Management October 2013 - Present
Wells Fargo Asset Management July 2012 - September 2013
Wells Fargo Asset Management June 2011 - June 2012
Comcast Cable June 2009 - October 2010
Direct Capital Corporation July 2007 - October 2008
Enterprise Rent-A-Car August 2006 - July 2007
Skills
Mutual Funds, Investments, Financial Services, Series 7, Series 63, Series 65, Direct Sales, Business Development, Marketing, CRM, Training, Account Management, Salesforce.com, Retail, Sales, Finance
Education
University of New Hampshire 2002 — 2007
B.A., Geography, Business
Hartford Funds January 2015 - Present
Hartford Funds July 2013 - January 2015
Wells Fargo Asset Management July 2012 - June 2013
Wells Fargo October 2011 - July 2012
JPMorgan Securities, llc November 2008 - October 2011
New England Financial March 2008 - October 2008
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Series 6, Series 65, Retirement Planning, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Variable Annuities, IRAs, Fixed Annuities, Investments, Financial Advisory, Asset Management, Portfolio Management
Education
Syracuse University 2000 — 2004
Bachelor of Arts
Wells Fargo Bank March 2015 - Present
Wells Fargo Asset Management May 2000 - March 2015
Eaton Corporation June 1995 - May 2000
Skills
accounting, management..., Microsoft Office, Lexis, Westlaw, Process Improvement, Outlook, Customer Service, Microsoft Word, Microsoft Excel, Team Building
Education
Charlotte School of Law 2009 — 2013
Doctor of Law (JD)
University of Nebraska at Kearney 1991 — 1995
Bachelor's degree, BS. Business Administration: Acounting emphasis
Wells Fargo Corporate Risk December 2013 - Present
Wells Fargo Asset Management October 2010 - December 2013
American E&S Insurance Brokers, Inc. (former Wells Fargo Company) July 2004 - October 2010
Yuen & Liu, Certified Public Accountants January 2001 - January 2003
DFS Group Limited October 1997 - November 1999
Cost Plus World Market, Inc. May 1995 - October 1997
Kransco Group of Companies August 1993 - August 1994
Famous Amos Chocolate Chip Cookie Corporation September 1991 - August 1993
Skills
Accounting, Forecasting, Budget Process, Account Reconciliation, Financial Reporting, Financial Analysis, Banking, Wealth Management
Education
San Francisco State University
Bachelor of Science (B.S.), Accounting
Wells Fargo Asset Management January 2010 - Present
Evergreen Investments January 2003 - December 2009
Evergreen Investments February 1997 - December 2002
BNY Mellon July 1993 - January 1997
Skills
Investment Management, Fixed Income, Bloomberg, Portfolio Management, Asset Management, Capital Markets, Equities, Alternative Investments, Mutual Funds, Hedge Funds, Asset Allocation, Wealth Management, Financial Services, Investment Advisory, Investment Strategies, FINRA, Securities, Investments
Education
University of Pittsburgh
Bachelor of Arts (BA), Economics & Business Administration