Wells Fargo Bank, Wealth Management Group
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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