Wells Fargo Bank, Wealth Management Group

Description

Address: 280 Park Ave #27W, New York, NY 10017 Hours: Closed ⋅ Opens 8:30AM Mon SundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 953-7622 Appointments: fuchsschulman.com: : : Place name: Website: : Category: : : Website: http://www.fuchsschulman.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Fuchs Schulman Wealth Management Group of Wells Fargo Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Wells Fargo Bank, Wealth Management Group Employees

Employee
Years
Job
Industry
Fae Truth Fae Truth Newport Beach, California Details
Fae Truth's Wells Fargo Bank, Wealth Management Group Experience August 2014 - Present
Job Sr. Private Banker at Wells Fargo Bank, Wealth Management Group
Industry Financial Services
Experience
Wells Fargo Bank, Wealth Management Group   August 2014 - Present
Wells Fargo Bank  September 2004 - August 2014
U.S. Bank   August 2003 - August 2004
KeyBank  September 2001 - August 2003

Skills
Commercial Banking, Retail Banking, Business Relationship..., Branch Banking, Loans, Credit, Banking, Commercial Lending, Small Business Lending, Portfolio Management, Cross Selling, CRM, Financial Services, Loan Origination, Investments

Education
University of Denver   1976 — 1980
Bachelor of Science, Business Administration and Management, Business Administration and Management, General

Michelle Hutchinson Michelle Hutchinson Tucson, Arizona Area Details
Michelle Hutchinson's Wells Fargo Bank, Wealth Management Group Experience January 2010 - Present
Job Investments Adoption and Support Team Lead, Wealth Management Group
Industry Banking
Experience
Wells Fargo Bank, Wealth Management Group   January 2010 - Present
Wells Fargo Bank, NA  January 2005 - July 2010
Wells Fargo Bank, NA  October 2003 - January 2005

Skills
Portfolio Management, Banking, Investments, Wealth Management, Business Analysis, Financial Services, Risk Management, Series 7, Relationship Management, Asset Management, Mutual Funds, Financial Analysis, Analysis, Investment Management, Strategy, Leadership, Process Improvement, Asset Allocation, Business Strategy

Education
University of Phoenix   2009 — 2010
MBA, Business

University of Arizona   1999 — 2004
BS, Political Science, Economics

Jen Hibbard Jen Hibbard San Francisco, California Details
Jen Hibbard's Wells Fargo Bank, Wealth Management Group Experience April 2007 - November 2009
Job VP, Communications and Media Relations Professional
Industry Financial Services
Experience
Wells Fargo & Co., Corporate Communications   November 2009 - Present
Wells Fargo Bank - Wealth Management Group  April 2007 - November 2009
Wells Fargo Bank  2004 - 2007
Wells Fargo Bank  August 2001 - March 2004
TRICKS Gymnastics   March 1994 - November 2001
Wells Fargo Bank  July 1998 - September 1999

Skills
Project Management, Public Relations, Internal Communications, Social Media, Financial Services, Marketing, Strategic Planning, Marketing Communications, Event Planning, Corporate Communications, Strategic Communications, Customer Service, Event Management, Media Relations, Program Management, Microsoft Office, Market Research, Business Strategy, Press Releases, Business Development, Banking, Management, Strategy, Training

Education
California State University-Sacramento   1999 — 2001
BS, Business, Strategic Management

Vanessa Boehm Vanessa Boehm San Francisco Bay Area Details
Vanessa Boehm's Wells Fargo Bank, Wealth Management Group Experience June 2011 - November 2012
Job Vice President, Trust Officer at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management   November 2012 - Present
Wells Fargo Bank Wealth Management Group  June 2011 - November 2012
Lang, Richert & Patch   October 2009 - May 2011
AXA Advisors  July 2007 - September 2009

Skills
Estate Planning, Wealth Management, Bankruptcy, Trust Management, Investments, Finance, Banking, Real Estate, Credit, Tax, Insurance, Business Planning, Financial Services, Courts, Financial Advisory, High Net Worth..., Restructuring, CRM, Valuation

Education
University of San Diego School of Law   2005 — 2007
Juris Doctorate, Law

University of Arizona   2000 — 2004
B.A. cum laude, Communications w/ Honors (major); General Business (minor)

Tony Abarquez Tony Abarquez San Francisco Bay Area Details
Tony Abarquez's Wells Fargo Bank, Wealth Management Group Experience July 2007 - April 2011
Job VP / Small Business Segment, Wells Fargo & Co.
Industry Financial Services
Experience
Wells Fargo & Co.   April 2011 - Present
Wells Fargo Bank - Wealth Management Group  July 2007 - April 2011
Wells Fargo Bank NA -- Consumer Credit Group   July 2002 - June 2007
HSBC Personal Financial Services   January 1998 - December 2001
Citibank NA - Global Consumer Banking   October 1995 - December 1997

Skills
Business Development, Marketing, Product Marketing, Marketing Strategy, Strategy, Financial Services, Management, Leadership, Product Management, Business Strategy, Product Development, Integrated Marketing, Sales, Risk Management, Segmentation, Program Management, Marketing Communications, Product Launch

Education
The University of Chicago Booth School of Business
MBA, Finance & Marketing

Caroline Houston Caroline Houston Orange County, California Area Details
Caroline Houston's Wells Fargo Bank, Wealth Management Group Experience September 2008 - January 2014
Job Wells Fargo Bank N.A, Wealth Management Group; Assistant Vice President
Industry Law Practice
Experience
Wells Fargo Bank, Wealth Management Group   September 2008 - January 2014
Nasseri Law GroupLos Angeles   April 2008 - August 2008
Florida Department of Children and Families  May 2005 - August 2005
Donna L'oren IntimatesNew York   July 2002 - July 2003
NBC News Bureau London   January 2001 - May 2001

Skills
Team Leadership, Teamwork, Team Management, Wealth Management, Wealth Management..., Personal Trust..., Trust Management, Trust Services, Trusts, Customer Service, Risk Management, Financial Services, Financial Management..., Financial Risk..., Legal, Legal Documents, Wills, Estate Tax Planning, Estate Planning, Fiduciary, Fiduciary Management, Fiduciary Services, Federal Law, Real Estate, Courts, Investment Management

Education
Nova Southeastern University—Shepard Broad Law Center   2003 — 2006
Juris Doctor, Law, Law

Marymount University   1998 — 2002
Bachelors Arts & Sciences, Communications

Our Lady of Lourdes Academy   1994 — 1998
High School

Chadwick Proctor Chadwick Proctor Greater Seattle Area Details
Chadwick Proctor's Wells Fargo Bank, Wealth Management Group Experience August 2006 - October 2011
Job Senior Trust Advisor, VP at Northern Trust Wealth Management
Industry Financial Services
Experience
Northern Trust Wealth Management  August 2015 - Present
Comerica Bank  October 2011 - July 2015
Wells Fargo Bank Wealth Management Group  August 2006 - October 2011
WACHOVIA BANK  April 2004 - September 2005
Florida State Attorney's Office  May 2003 - August 2003

Skills
Estate Planning, Banking, Tax, Tax Law, Trust, Trusted Advisor, Estate Law, Commercial Lending, Wealth Management, Asset Management, Finance, Real Estate, Mortgage Lending, Financial Services, Financial Advisory, Portfolio Management, High Net Worth..., Investments, Trusts, Financial Planning, Credit

Education
University of Washington School of Law   2005 — 2006
LLM, Tax law; an emphasis in estate planning and business

Saint Thomas University School of Law   2002 — 2004
J.D, Law

University of North Carolina at Chapel Hill   1998 — 2002
B.A, Economics and Political Science

Saman Bravo-Karimi Saman Bravo-Karimi Los Angeles, California Details
Saman Bravo-Karimi's Wells Fargo Bank, Wealth Management Group Experience May 2005 - July 2008
Job Director of Capital Fund Compliance at Los Angeles Unified School District
Industry Education Management
Experience
Los Angeles Unified School District  May 2014 - Present
Los Angeles Unified School District  July 2011 - May 2014
The Broad Center for the Management of School Systems  July 2011 - June 2013
Wells Fargo Bank  July 2010 - July 2011
Wells Fargo Bank  June 2009 - August 2009
Wells Fargo Bank, Wealth Management Group   May 2005 - July 2008

Skills
Budgeting, Analytics, Data Analysis, Financial Planning, Financial Analysis, Business Development, Strategy, Start-ups, Strategic Planning, Strategic Financial..., Market Research, Budgets, Management, Business Strategy, Competitive Analysis, Management Consulting, Financial Modeling, Marketing, Marketing Communications, Cross-functional Team..., Entrepreneurship

Education
University of California, Los Angeles - The Anderson School of Management   2008 — 2010
MBA

University of California, Los Angeles   2001 — 2004
BA, Economics, History

Bhavani Radhakrishnan Bhavani Radhakrishnan San Francisco Bay Area Details
Bhavani Radhakrishnan's Wells Fargo Bank, Wealth Management Group Experience March 2008 - December 2009
Job Senior Manager, Business Strategy
Industry Management Consulting
Experience
Charles Schwab  July 2014 - Present
Wells Fargo, Women Team Member Network   July 2013 - July 2014
Wells Fargo, Wealth Management  August 2012 - July 2014
Wells Fargo, Wealth Brokerage and Retirement   December 2009 - August 2012
Wells Fargo Bank, Wealth Management Group   March 2008 - December 2009
Micron Technology  January 2007 - March 2008
Dell  January 2006 - August 2006
Oracle  2003 - July 2005

Skills
Strategy, Business Intelligence, Analytics, Data Analysis, SQL, Business Process..., Business Strategy, Business Analytics, Designs, Data, Strategy Formulation, scope/roadmap..., requirements/functional..., Data Analytics, Quantitative Modeling, data design, Reporting, Strategic Planning, Financial Modeling, Essbase, M&A / LBO Analysis, Investment Management, Business Analysis, Competitive Analysis, Regression Testing, Data Mining

Education
University of California, Berkeley - Walter A. Haas School of Business   2011 — 2014
MBA, Strategy & Finance

Texas A&M University   2005 — 2006
MS, Management Information Systems

Birla Institute of Technology and Science, Pilani   1999 — 2003
BE(Hons), Electrical & Electronics Engineering

sboa
High School, Mathematics and Science

Gigi Tsui Gigi Tsui San Rafael, California Details
Gigi Tsui's Wells Fargo Bank, Wealth Management Group Experience July 2009 - September 2011
Job Finance Manager Worldwide Sales Finance HQ
Industry Computer Software
Experience
Autodesk  March 2014 - Present
Autodesk  July 2012 - March 2014
Wells Fargo Wealth Management California Region   August 2011 - July 2012
Wells Fargo Bank - Wealth Management Group  July 2009 - September 2011
Wells Fargo Bank - WMG   June 2005 - July 2009
The Good Guys  May 2001 - July 2002

Skills
Financial Modeling, Financial Analysis, Forecasting, Finance, Analysis, Budgets, Banking, Management, Analytics, Financial Reporting, Data Analysis, SQL, Business Objects, Microsoft Excel, VBA, Access, PowerPoint, Strategy, Strategic Planning

Education
University of California, Davis   2003 — 2005
Bachelor of Science (BS), Managerial Economics, 3.75

Jonathan Hao Jonathan Hao San Francisco Bay Area Details
Jonathan Hao's Wells Fargo Bank, Wealth Management Group Experience October 2004 - July 2007
Job Advanced Analytics Consultant at Wells Fargo Bank, Wholesale Credit
Industry Banking
Experience
Wells Fargo Bank, Wholesale Credit   July 2014 - Present
Wells Fargo Bank, Corporate Finance/Treasury   September 2012 - Present
Wells Fargo Bank, Corporate Credit   July 2007 - September 2012
Wells Fargo Bank, Wealth Management Group   October 2004 - July 2007
Wells Fargo Bank, Internet Services Group   November 2003 - October 2004
DemandTec  2002 - 2003

Skills
SAS programming, Project Management, SAS, Predictive Modeling, Predictive Analytics, Data Mining, Credit Risk, Analytics, Basel II, Economic Capital, Risk Analytics, Database Marketing, Segmentation, Risk Management, Market Risk, Financial Risk, SAS Programming, Statistical Modeling, Analysis

Education
Northwestern University
MS, statistics

UC Berkeley
BA, Economics

UC Davis
MA, Economics

Karen M. Lee, CTFA Karen M. Lee, CTFA Greater Los Angeles Area Details
Karen M. Lee, CTFA's Wells Fargo Bank, Wealth Management Group Experience March 2010 - October 2013
Job Vice President & Senior Trust Officer at Union Bank
Industry Financial Services
Experience
Union Bank  October 2013 - Present
Wells Fargo Bank Wealth Management Group  March 2010 - October 2013
Capital Guardian Trust Company  October 2002 - July 2009
KeyTrust Company National Association   May 1994 - March 2002
Fifth Third Bank  May 1990 - May 1994

Skills
Asset Allocation, Asset Management, Equities, Mutual Funds, Securities, Series 7, Wealth Management, Portfolio Management, Investments, Fixed Income, Asset Managment, Wealth Management..., Financial Services, Banking, Investment Management, Trusts

Education
Cannon Financial   1998 — 1999

Ohio Bankers Association   1991 — 1992

The Ohio State University - The Max M. Fisher College of Business   1985 — 1990
Bachelor of Science in Business Administration, Finance

Jeff Farnham Jeff Farnham San Francisco Bay Area Details
Jeff Farnham's Wells Fargo Bank, Wealth Management Group Experience April 2000 - December 2009
Job Essbase Business Intelligence Developer at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank, Corporate Group   January 2012 - Present
Wells Fargo Bank, Corporate Group   January 2010 - December 2011
Wells Fargo Bank, Wealth Management Group   April 2000 - December 2009
Providian Financial  June 1994 - April 2000

Skills
SQL, Essbase, Data Warehousing, OLAP, VBA, VBScript, XML

Education
California State University-East Bay   1991 — 1993
MBA, Finance

University of Colorado Boulder   1980 — 1984
Bachelor of Arts (BA), Environmental Conservation

Phil Gray Phil Gray South Bend, Indiana Area Details
Phil Gray's Wells Fargo Bank, Wealth Management Group Experience April 2002 - December 2008
Job Vice President Business Development at First State Bank
Industry Banking
Experience
First State Bank  October 2013 - Present
United Way of St Joseph County  April 2008 - September 2013
Wells Fargo Bank Wealth Management Group  April 2002 - December 2008
National City Bank  March 1997 - February 2002
Key Bank  1985 - 1995

Skills
Strategic Planning, Fundraising, Team Building, Non-profits, Portfolio Management, Marketing, Volunteer Management, Negotiation, Public Speaking, Nonprofits, Leadership Development, Public Relations, Event Planning, Grant Writing, Philanthropy, Program Development, Annual Giving, Stewardship, Board Development, Editing, Leadership, Community Outreach, Social Media, Research

Education
Indiana University South Bend   1968 — 1970
BS, Education (Business concentration)

Purdue University   1966 — 1968
Veterinary Medicine

Julie Roensch Julie Roensch Washington D.C. Metro Area Details
Julie Roensch's Wells Fargo Bank, Wealth Management Group Experience March 2000 - November 2011
Job Vice President, Meeting & Event Planning Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank - Wealth Management Group  March 2000 - November 2011
Wells Fargo  2000 - 2000
Shorenstein Realty Services  1993 - 2000

Skills
Event Management, Negotiation, Customer Service, Leadership, Marketing, Management, Event Planning, Budgets, Strategic Planning, Vendor Management

Education
University of California, Santa Barbara   1987 — 1992

Gloria Newmark Gloria Newmark Greater Los Angeles Area Details
Gloria Newmark's Wells Fargo Bank, Wealth Management Group Experience July 1992 - Present
Job Vice President at Wells Fargo Bank, Wealth Management Group
Industry Banking
Experience
Wells Fargo Bank, Wealth Management Group   July 1992 - Present
First Interstate Bank  June 1987 - July 1992
Advanced Performance Technology   January 1975 - April 1985

Education
Chapman University   1966 — 1968
Business Administration and Management, General