Wells Fargo Asset Management

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Wells Fargo Asset Management Employees

Employee
Years
Job
Industry
Daniel Baumgart Daniel Baumgart Greater Milwaukee Area Details
Daniel Baumgart's Wells Fargo Asset Management Experience July 2013 - October 2014
Job Securities Trader at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management  October 2014 - Present
Wells Fargo Asset Management   July 2013 - October 2014
Wells Fargo Asset Management   July 2012 - July 2013
International Sports Management, Inc.   November 2011 - July 2012
KM Capital Management   February 2011 - November 2011
Keystone Trading Concepts   March 2010 - August 2010

Skills
Investments, Equities, Trading, Finance, Customer Service, Risk Management, Investment Strategies, Investment Management, Cold Calling, Series 7, Valuation, Asset Allocation, Securities, Salesforce.com, Financial Risk, Portfolio Management, Mutual Funds, FactSet, Series 63, Wealth Management

Education
Concordia University-Wisconsin   2007 — 2009
BS, General Business

Marian College of Fond du Lac   2003 — 2006
BS, Economics and Finance

Rudy Martinez Rudy Martinez Sacramento, California Area Details
Rudy Martinez's Wells Fargo Asset Management Experience December 2013 - Present
Job Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Brian Sobon Brian Sobon Greater Chicago Area Details
Brian Sobon's Wells Fargo Asset Management Experience January 2014 - March 2015
Job Business Analyst at Accenture
Industry Information Technology and Services
Experience
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

Kristen Crowley Kristen Crowley Sharon, Massachusetts Details
Kristen Crowley's Wells Fargo Asset Management Experience March 2015 - Present
Job Trading Operations Specialist at Wells Capital Management
Industry Banking
Experience
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

Grant Cleghorn Grant Cleghorn San Francisco, California Details
Grant Cleghorn's Wells Fargo Asset Management Experience May 2002 - May 2008
Job Partner at Crosslink Capital
Industry Investment Management
Experience
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

Matthew Straut, CIMA® Matthew Straut, CIMA® Greater Boston Area Details
Matthew Straut, CIMA®'s Wells Fargo Asset Management Experience January 2014 - October 2014
Job SVP, Head of RIA Channel at OppenheimerFunds
Industry Financial Services
Experience
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

Patrick Hoffmann Patrick Hoffmann Milwaukee, Wisconsin Details
Patrick Hoffmann's Wells Fargo Asset Management Experience March 1996 - Present
Job SVP Head of Strategic Relationships at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Nate Ferria Nate Ferria Boston, Massachusetts Details
Nate Ferria's Wells Fargo Asset Management Experience July 2014 - Present
Job Client Service Consultant
Industry Financial Services
Experience
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

Paul Simmons Paul Simmons Birmingham, Alabama Area Details
Paul Simmons's Wells Fargo Asset Management Experience August 1999 - Present
Job Regional Director at Wells Fargo Advantage Funds
Industry Investment Management
Experience
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

Kristy Sadeghi Kristy Sadeghi San Francisco Bay Area Details
Kristy Sadeghi's Wells Fargo Asset Management Experience March 1981 - Present
Job Executive Assistant at Wells Fargo Asset Mgmt. Group
Industry Financial Services
Experience
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

Mai Merkt (Huynh) Mai Merkt (Huynh) San Francisco Bay Area Details
Mai Merkt (Huynh)'s Wells Fargo Asset Management Experience July 2011 - September 2014
Job Institutional Asset Management at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  June 2010 - Present
Wells Fargo Asset Management   July 2011 - September 2014
Wells Fargo  October 2008 - June 2010
Wells Fargo Bank  2004 - 2008
Bank of America  2000 - 2004

Skills
Business Development, Project Management, Building Relationships, Social Media, Relationship Management, Account Management, Investment Management, Social Networking, Mutual Funds, Asset Managment, Series 66, Fixed Income, Microsoft Excel, PowerPoint, Uniform Combined State..., Start-ups, Series 7, Marketing, Strategic Planning, Strategic Sales, Asset Management, Financial Services, Wealth Management, Private Banking, Investment Advisory, Credit, Loans, Finance, Financial Markets, Investments

Education
San Jose State University
Bachelors of Science, Finance

University of California, Berkeley

Cary W. Musser Cary W. Musser Greater Chicago Area Details
Cary W. Musser's Wells Fargo Asset Management Experience October 2010 - Present
Job Client Relations Director Balance Sheet Asset Management
Industry Investment Management
Experience
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

Rob Hanckel Rob Hanckel Chesapeake, Virginia Details
Rob Hanckel's Wells Fargo Asset Management Experience January 2009 - May 2011
Job OwnerThe UPS Store #5522 by Chesapeake Square Mall | Small Business Services | Shipping | Packing | Printing | Freight
Industry Retail
Experience
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

Adam Kelsey Adam Kelsey Boston, Massachusetts Details
Adam Kelsey's Wells Fargo Asset Management Experience June 2015 - Present
Job Associate Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Jon Ferris, CFA, CFP® Jon Ferris, CFA, CFP® Greater Philadelphia Area Details
Jon Ferris, CFA, CFP®'s Wells Fargo Asset Management Experience 2014 - Present
Job Investment Strategies Consultant at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Amanda Teal, MBA Amanda Teal, MBA Greater Boston Area Details
Amanda Teal, MBA's Wells Fargo Asset Management Experience July 2014 - Present
Job Senior Compliance Consultant at Wells Fargo Asset Management
Industry Financial Services
Experience
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)

Paula Chapman, CIMA® Paula Chapman, CIMA® San Francisco Bay Area Details
Paula Chapman, CIMA®'s Wells Fargo Asset Management Experience July 2011 - Present
Job Vice President, Senior New Business Development Manager at Wells Fargo Asset Management
Industry Investment Management
Experience
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

Rick Drew, CIMA® Rick Drew, CIMA® Greater New York City Area Details
Rick Drew, CIMA®'s Wells Fargo Asset Management Experience January 2010 - Present
Job Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Jair D. Hernandez Jair D. Hernandez Charlotte, North Carolina Details
Jair D. Hernandez's Wells Fargo Asset Management Experience July 2013 - June 2014
Job Associate Portfolio Manager at Wells Fargo
Industry Investment Management
Experience
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

Dana Rosenthal Dana Rosenthal Greater Milwaukee Area Details
Dana Rosenthal's Wells Fargo Asset Management Experience August 2013 - Present
Job Senior Administrative Assistant at Wells Fargo Advantage Funds
Industry Investment Management
Experience
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

Erica Wright Erica Wright Greater Milwaukee Area Details
Erica Wright's Wells Fargo Asset Management Experience October 2012 - Present
Job Client Service Manager at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Emma Gutierrez Emma Gutierrez Ithaca, New York Area Details
Emma Gutierrez's Wells Fargo Asset Management Experience May 2006 - July 2007
Job MBA/MILR Candidate at Cornell University Johnson School of Management & School of Industrial and Labor Relations
Industry Human Resources
Experience
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

Debra Steinholtz Debra Steinholtz San Francisco Bay Area Details
Debra Steinholtz's Wells Fargo Asset Management Experience 2007 - Present
Job Creative and Brand Management
Industry Marketing and Advertising
Experience
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

Brittany Balding Brittany Balding Charlotte, North Carolina Details
Brittany Balding's Wells Fargo Asset Management Experience March 2011 - Present
Job Business Systems Consultant at Wells Capital Management
Industry Investment Management
Experience
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

Joseph S. Tanious, CFA Joseph S. Tanious, CFA New York, New York Details
Joseph S. Tanious, CFA's Wells Fargo Asset Management Experience 2005 - 2007
Job Principal, Investment Strategist at Bessemer
Industry Investment Banking
Experience
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

Brendon Pierce, CIMA® Brendon Pierce, CIMA® Greater Pittsburgh Area Details
Brendon Pierce, CIMA®'s Wells Fargo Asset Management Experience March 2010 - Present
Job Regional Director Wells Fargo Asset Management
Industry Financial Services
Experience
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

Jennifer Sun, CPA Jennifer Sun, CPA San Francisco, California Details
Jennifer Sun, CPA's Wells Fargo Asset Management Experience June 2015 - Present
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
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

Mason Laundrie Mason Laundrie Greater Milwaukee Area Details
Mason Laundrie's Wells Fargo Asset Management Experience June 2015 - Present
Job Mutual Fund Investor Relations Consultant
Industry Financial Services
Experience
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

S. Basu Mullick S. Basu Mullick New York, New York Details
S. Basu Mullick's Wells Fargo Asset Management Experience May 1986 - September 1988
Job Managing Director at Neuberger Berman
Industry Financial Services
Experience
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

David Nicholas David Nicholas Boston, Massachusetts Details
David Nicholas's Wells Fargo Asset Management Experience May 2006 - July 2015
Job Client Relationship Consultant at kasina, a DST Company
Industry Investment Management
Experience
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

Chris Pollak, CIMA Chris Pollak, CIMA Greater Milwaukee Area Details
Chris Pollak, CIMA's Wells Fargo Asset Management Experience January 2005 - Present
Job Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Seema Manek, CFA Seema Manek, CFA San Francisco, California Details
Seema Manek, CFA's Wells Fargo Asset Management Experience June 2012 - Present
Job Product Management at Wells Fargo Asset Management
Industry Investment Management
Experience
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

Laurie King Laurie King Greater Los Angeles Area Details
Laurie King's Wells Fargo Asset Management Experience June 2012 - Present
Job Investment writer at Wells Fargo Asset Management
Industry Investment Management
Experience
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

Justin W. McNichols, CFA Justin W. McNichols, CFA San Francisco Bay Area Details
Justin W. McNichols, CFA's Wells Fargo Asset Management Experience April 1997 - March 2000
Job CIO at Osborne Partners Capital Management
Industry Financial Services
Experience
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

Matt Avery Matt Avery Columbus, Ohio Area Details
Matt Avery's Wells Fargo Asset Management Experience January 2000 - May 2005
Job Director NAM Fund Accounting at Citi Fund Services
Industry Financial Services
Experience
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

Colin Schleifer Colin Schleifer Fairport, New York Details
Colin Schleifer's Wells Fargo Asset Management Experience July 2009 - July 2012
Job Vice President of Key Accounts at Manning & Napier Advisors
Industry Investment Management
Experience
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

Lauren Lazar, CMFC© Lauren Lazar, CMFC© Boston, Massachusetts Details
Lauren Lazar, CMFC©'s Wells Fargo Asset Management Experience May 2014 - Present
Job Associate Regional Director at Wells Fargo
Industry Investment Management
Experience
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

Jason Dacquisto Jason Dacquisto Milwaukee, Wisconsin Details
Jason Dacquisto's Wells Fargo Asset Management Experience April 2015 - Present
Job Associate Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Lidia Amodei, CFP, CFA Lidia Amodei, CFP, CFA Greater Philadelphia Area Details
Lidia Amodei, CFP, CFA's Wells Fargo Asset Management Experience May 2012 - Present
Job Investment Strategies Consultant at Wells Fargo
Industry Financial Services
Experience
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

Nick Bonacci Nick Bonacci Newport Beach, California Details
Nick Bonacci's Wells Fargo Asset Management Experience July 2013 - Present
Job Marketing Consultant
Industry Financial Services
Experience
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

Christopher L. Holland, CIMA® Christopher L. Holland, CIMA® Greater St. Louis Area Details
Christopher L. Holland, CIMA®'s Wells Fargo Asset Management Experience August 2014 - Present
Job Regional Director
Industry Investment Management
Experience
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

Jim Cantelli Jim Cantelli Greater Boston Area Details
Jim Cantelli's Wells Fargo Asset Management Experience 2009 - Present
Job Learning and Development Consultant
Industry Financial Services
Experience
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

Jeremy Hall, CFA, CPA Jeremy Hall, CFA, CPA Charlotte, North Carolina Area Details
Jeremy Hall, CFA, CPA's Wells Fargo Asset Management Experience March 2007 - Present
Job Manager Business Analytics & Mgmt Reporting
Industry Investment Management
Experience
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

Christine Collins, CFA Christine Collins, CFA Greater Philadelphia Area Details
Christine Collins, CFA's Wells Fargo Asset Management Experience December 2012 - Present
Job Investment Strategies Consultant at Wells Fargo Asset Management
Industry Investment Management
Experience
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

Lea Moscariello Lea Moscariello Greater Boston Area Details
Lea Moscariello's Wells Fargo Asset Management Experience July 2010 - Present
Job Associate Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Lauren Strasburg Lauren Strasburg Greater Milwaukee Area Details
Lauren Strasburg's Wells Fargo Asset Management Experience January 2011 - Present
Job Vice President, National Account Manager, Wells Fargo Asset Management
Industry Investment Management
Experience
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

Alan Bryant Hadfield Alan Bryant Hadfield Greater Salt Lake City Area Details
Alan Bryant Hadfield's Wells Fargo Asset Management Experience 2000 - Present
Job Regional Director at Wells Fargo Advantage Funds
Industry Financial Services
Experience
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

Daniel Hurley Daniel Hurley Houston, Texas Area Details
Daniel Hurley's Wells Fargo Asset Management Experience January 2010 - Present
Job Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Todd Crawley Todd Crawley Delray Beach, Florida Details
Todd Crawley's Wells Fargo Asset Management Experience 2007 - Present
Job Divisional Sales Manager at Wells Fargo Advantage Funds
Industry Financial Services
Experience
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

Ozo Jaculewicz, CFA Ozo Jaculewicz, CFA Seattle, Washington Details
Ozo Jaculewicz, CFA's Wells Fargo Asset Management Experience 2006 - Present
Job Associate Portfolio Manager at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management  August 2006 - Present
Wells Fargo Asset Management   2006 - Present
Metropolitan West Asset Management  July 2004 - July 2006
Strong Capital Management  March 1998 - June 2004

Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Portfolio Management

Education
Central Washington University   1990 — 1994
Bachelor of Science (B.S.), Economics

Jeff Haack Jeff Haack Greater Milwaukee Area Details
Jeff Haack's Wells Fargo Asset Management Experience August 2012 - Present
Job Client Service Manager II – Retail Intermediary Service Teamat Wells Fargo Advantage Funds
Industry Investment Management
Experience
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

Jeff Thrana Jeff Thrana Greater Chicago Area Details
Jeff Thrana's Wells Fargo Asset Management Experience 2000 - Present
Job Regional Director at Wells Fargo Advantage Funds
Industry Financial Services
Experience
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

Ashley Parish Ashley Parish Charlotte, North Carolina Area Details
Ashley Parish's Wells Fargo Asset Management Experience April 2013 - Present
Job Client Relations Director SubAdvisory at Wells Fargo Asset Management
Industry Financial Services
Experience
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

John Ognar, CFA John Ognar, CFA Greater Chicago Area Details
John Ognar, CFA's Wells Fargo Asset Management Experience February 2013 - Present
Job Senior Relationship Manager at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Chuck Bolanowski Chuck Bolanowski Boca Raton, Florida Details
Chuck Bolanowski's Wells Fargo Asset Management Experience December 2007 - Present
Job Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
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

James Randazzo James Randazzo Charlotte, North Carolina Area Details
James Randazzo's Wells Fargo Asset Management Experience May 2000 - Present
Job Senior Portfolio Manager at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Leonard Hsu Leonard Hsu San Francisco Bay Area Details
Leonard Hsu's Wells Fargo Asset Management Experience 1993 - 1994
Job Managing Director at TriStar Capital Management, LLC
Industry Investment Management
Experience
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

Jamara Pittman Jamara Pittman Charlotte, North Carolina Details
Jamara Pittman's Wells Fargo Asset Management Experience July 2013 - Present
Job Finance Consultant at Wells Fargo Asset Management
Industry Investment Management
Experience
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

Jennifer Hays, CIMA Jennifer Hays, CIMA Greater Milwaukee Area Details
Jennifer Hays, CIMA's Wells Fargo Asset Management Experience January 2014 - Present
Job DCIO Strategic Relationships Manager at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Evan McCarthy, CMFC® Evan McCarthy, CMFC® Greater Boston Area Details
Evan McCarthy, CMFC®'s Wells Fargo Asset Management Experience October 2013 - Present
Job Associate Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Bill Pauley Bill Pauley Greater Philadelphia Area Details
Bill Pauley's Wells Fargo Asset Management Experience July 2012 - June 2013
Job Portfolio Specialist Hartford Funds
Industry Financial Services
Experience
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

Pikiswa Ndebele Pikiswa Ndebele Charlotte, North Carolina Area Details
Pikiswa Ndebele's Wells Fargo Asset Management Experience May 2000 - March 2015
Job
Industry Financial Services
Experience
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

Dorothy Lin Dorothy Lin San Francisco, California Details
Dorothy Lin's Wells Fargo Asset Management Experience October 2010 - December 2013
Job Financial Consultant at Wells Fargo Corporate Risk
Industry Financial Services
Experience
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

Ray Pleil Ray Pleil Charlotte, North Carolina Details
Ray Pleil's Wells Fargo Asset Management Experience January 2010 - Present
Job Compliance Consultant at Wells Fargo Asset Management
Industry Investment Management
Experience
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