Wells Fargo Funds Management Group
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Wells Fargo Funds Management Group Employees
Wells Fargo Private Bank June 2011 - Present
Big Brothers Big Sisters of Metro Milwaukee October 2012 - Present
ACTS Community Development Corporation November 2012 - Present
Milwaukee Tennis & Education Foundation 2008 - November 2014
Wells Fargo Private Bank January 2009 - June 2011
Wells Fargo Wealth Management September 2008 - December 2008
Wells Fargo Wealth Management February 2006 - August 2008
Wells Fargo Funds Management Group January 2005 - February 2006
Strong Capital Management August 2003 - December 2004
Strong Capital Management November 2002 - August 2003
Skills
Investments, Securities, Strategy, Strategic Planning, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Concentrated Stock..., Financial Advisory, Fixed Income Strategies, Investment Strategies, Multi-generational..., Multi-generational..., Relationship Management, Risk Management, Analysis, High Net Worth..., Finance, Investment Management, Banking, Portfolio Management, Mutual Funds
Education
Marquette University Law School 1990 — 1993
JD, Law
Marquette University 1986 — 1990
B.A., History (major), Philosophy (minor)
Nathan Hale High School 1982 — 1986
Diploma, General
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
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
implementing and maintaining validated systems 2012 - Present
Impact Systems November 2013 - May 2014
Wells Fargo Funds Management Group June 2013 - September 2013
Pfizer 2007 - 2012
Impact Systems, Inc. 1997 - 2007
Skills
Document Management, Computer System..., 21 CFR Part 11, GxP, Enterprise Architecture, EMC Documentum Content..., Enterprise Content..., ECM, Documentum Validation, Software Development, GAMP, GMP, FDA, SOP, Standard Operating..., Regulatory Submissions, Knowledge Management, Business Analysis, Life Sciences, Pharmaceuticals..., Requirements Analysis, Enterprise Software, Oracle, Liquent Products, Integration, SDLC
Education
Carnegie Mellon University
Doctor of Philosophy (PhD), Chemical Engineering
Carnegie Mellon University
Master of Science (MS), Chemical Engineering
Carnegie Mellon University
Bachelor of Science (BS), Chemical Engineering
Robert W. Baird & Co. January 2013 - Present
Robert W. Baird & Co. 2011 - Present
Wells Fargo - Funds Management Group December 2006 - January 2011
MacDonald, Dettwiler & Associates (MDA) U.S. Financial Services July 2006 - December 2006
MacDonald, Dettwiler & Associates (MDA) U.S. Financial Services September 2005 - November 2006
US Bank January 2000 - July 2005
Infotech Inc. January 1998 - December 1999
RSM McGladrey January 1997 - January 1998
Mills & Hemingway Consulting January 1996 - January 1997
Columbus Consulting Group - CCG, Inc. January 1995 - January 1996
Skills
Product Development, Change Management, Systems Thinking, Agile, Software Development, Agile Methodologies, SDLC, Leadership, Program Management, Lean Thinking, Team Leadership, Leading Organizational..., Business Analysis, Scrum, Visio, Vendor Management, Agile Project Management, Coaching, Project Management, Process Improvement, Management Consulting, Business Process..., SharePoint, Requirements Gathering, Software Documentation, Requirements Analysis, Software Engineering, IT Strategy, Business Intelligence, Software Project..., Integration, IT Management
Education
Indiana University Bloomington
Miami University
Wells Fargo Funds Management Group January 2008 - Present
Wachovia Creative Services/Evergreen Investments 2003 - 2008
Arlington Center for the Arts 1998 - June 2003
PFPC 2001 - 2003
CMI Magazine, Intertec Publishing 1998 - 2000
National Fire Protection Association (NFPA) 1994 - 1999
Sky and Telescope 1990 - 1993
Skills
Editing, Press Releases, Marketing Communications, Creative Writing, Web Content, Integrated Marketing, Content Development, Newsletters, Management, Internal Communications, Copy Editing, Content Strategy, Corporate Communications, Marketing, Content Management, Proofreading, Copywriting, Blogging, Strategic Communications, Social Media, Email Marketing, Web Content Management, Media Relations
Education
University of Massachusetts Boston
BA, English
Vermont College
MFA, Writing
Wells Fargo Funds Management Group November 2007 - July 2009
HighMark Capital Management March 2005 - September 2006
McMorgan & Company December 2000 - March 2005
Hotel Nikko San Francisco May 1988 - November 2000
Skills
Mutual Funds, Asset Managment, Fixed Income, Financial Services, Investment Strategies, Investment Management, Wealth Management, Portfolio Management
Education
City College of San Francisco
Certificate
City College of San Francisco
Certificate
Investment Company Institute
Certificate
Securities Operations Forum
Certificate
Capital Group May 2012 - Present
Wells Fargo July 2007 - April 2012
Wells Fargo April 2006 - July 2007
Wells Fargo - Funds Management Group January 2005 - April 2006
Wells Fargo - Funds Management Group (formerly Strong Financial Corp.) 2003 - 2004
Accenture 1998 - 2003
I Love Trouble 1994 - 1994
Skills
Data Warehousing, Business Intelligence, IT Management, IT Strategy, ETL, SDLC, Data Integration, Business Analysis, Teradata, Master Data Management, Data Quality, Data Governance, Databases, Enterprise Architecture, Data Modeling, Business Requirements, Solution Architecture, Analysis, Requirements Gathering, Leadership, Analytics, Software Project..., Process Improvement, Requirements Analysis, Enterprise Software, Information Technology, Vendor Management, Integration
Education
Michigan Technological University
University of Wisconsin-Oshkosh
Bachelors of Business Administration, Operations Management
Wells Fargo Funds Management Group June 2010 - Present
Evergreen Investments June 2006 - June 2010
Education
Saint Anselm College 2002 — 2006
Major in Financial Economics, Minor in French
Wells Fargo, Enterprise Social Marketing 2015 - Present
ODC/Dance 2008 - Present
Marin Theatre Company September 2012 - Present
Wells Fargo Insurance 2012 - 2015
Wells Fargo, Digital Channels Group 2009 - 2012
Wells Fargo, Funds Management Group 2006 - 2009
Wells Fargo, Enterprise Marketing 2005 - 2006
Wells Fargo, Internet Services Group 1998 - 2005
Fidelity Investments 1995 - 1998
Fidelity Investments Advertising Agency 1993 - 1995
Skills
Leadership, Management, Financial Services, Marketing, Strategy, Marketing Communications, Cross-functional Team..., Strategic Planning, Analytics, Marketing Strategy
Education
Simmons College - Simmons School of Management
MBA, cum laude
University of Colorado Boulder - Leeds School of Business
BS, cum laude
Wells Fargo March 2013 - Present
Wells Fargo Bank November 2007 - March 2013
Wells Fargo Funds Management Group May 2007 - November 2007
Wells Fargo Funds Management Group April 2006 - May 2007
Wells Fargo Funds Management Group June 2004 - April 2006
Education
University of California, Berkeley 1997 — 2002
TIAA-CREF July 2014 - Present
Wells Fargo Funds Management Group 2009 - June 2014
Evergreen Investments 2003 - 2009
Evergreen Investments 2000 - 2009
Skills
Financial Services, CRM, Business Analysis, Investments, Financial Analysis, Fixed Income, Mutual Funds, Strategic Planning, Sales Management, Marketing, Management, Requirements Gathering, Cross-functional Team..., Investment Advisory, Business Intelligence, Fixed Annuities, Competitive Analysis, Sales Operations, Vendor Management, Analysis, Investment Strategies, Finance, Banking, ETFs, Training, Business Strategy, Sales, Analytics, Strategy
Education
College of the Holy Cross 1993 — 1997
B.A., French, Visual Arts
St. John's Preparatory School 1989 — 1993
High School Diploma
Wells Fargo Contract AnalystWells Fargo / Strong1996 - Present
Wells Fargo Investments 1996 - Present
Wells Fargo - Funds Management Group 1996 - Present
Wells Fargo Funds Management 1996 - Present
Strong Financial Corporation 1996 - 2005
Skills
Vendor Management, Mutual Funds, Portfolio Management, Asset Management, Financial Services, SDLC, Business Analysis, Securities, Investments, Process Improvement, Banking
Education
Cardinal Stritch University 1999 — 2007
Wells Fargo Funds Management Group October 2014 - Present
PricewaterhouseCoopers LLP September 1998 - October 2014
Skills
SEC filings, Auditing, US GAAP, Assurance, Sarbanes-Oxley, Sarbanes-Oxley Act, External Audit, CPA, Accounting, GAAP, Internal Controls, Financial Reporting, Big 4, ETFs, Project Management, SOX 404, COSO, Asset Management, Coaching
Education
Boston College 1994 — 1998
Bachelor of Science (BS), Accounting
Boston College
Wells Fargo Funds Distributor, LLC January 2010 - Present
Wells Fargo, Funds Management Group June 2005 - December 2009
Janus 2003 - 2005
Nuveen 1998 - 2000
Nuveen Investments 1998 - 2000
oppenheimerfunds 1993 - 1998
Education
Kenyon College 1980 — 1984
The Episcopal Academy 1968 — 1980
Wells Fargo Funds Management Group Application System EngineerWells Fargo2003 - Present
Wells Fargo Fund Management Group 2003 - Present
Education
Marquette University
Wells Fargo Funds Management Group June 2011 - Present
Wells Fargo January 2008 - June 2011
Wells Fargo July 2006 - January 2008
Wells Fargo Home Mortgage May 2004 - July 2006
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Data Analysis, Customer Service, Accounting, Financial Accounting, Accounts Payable, Account Reconciliation, Account Management, Business Analysis, Management
Education
Minnesota State University, Mankato 1999 — 2003
Bachelor's degree, Accounting
Oakland High School 1995 — 1997
MFS Investment Management August 2012 - Present
Wells Fargo Funds Management Group April 1996 - August 2012
Evergreen Investments April 1996 - May 2009
Arthur Andersen LLP 1992 - 1996
Education
Saint Michael's College 1988 — 1992
Bachelor of Science, Accounting
Wells Fargo - Funds Management Group 2011 - Present
Artisan Partners March 2008 - January 2011
JP Morgan 1997 - 2008
American Century Investments December 1989 - April 1997
Skills
Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Investment Strategies, Equities, Investment Advisory, Portfolio Management, Pensions, Wealth Management, ETFs, FINRA, Relationship Management, Retirement Planning, Series 7, Retirement, 401k, Institutional, Mutual Funds, Asset Management, Financial Services, Valuation
Education
University of Kansas
B.S., Business Administration
Wells Fargo Funds Management Group 2009 - Present
Evergreen Investments July 2006 - July 2009
Wachovia 2001 - 2006
Skills
Portfolio Management, Asset Management, Investments, Fixed Income, Asset Allocation, Investment Management, Equities, Wealth Management, Investment Strategies, Management, Mutual Funds
Education
Queens University of Charlotte, McColl School of Business
MBA
University of North Carolina at Charlotte
Bachelor of Arts, Finance
Wells Fargo December 2013 - Present
Rodan + Fields Dermatologists June 2013 - Present
Wells Fargo Funds Management Group August 2009 - December 2013
Wells Fargo January 2008 - August 2009
WM Financial 2005 - 2008
WaMu Investments 2005 - 2008
Washington Mutual 2001 - 2008
GeoSpatial Technologies, Inc. February 2000 - May 2001
Law Offices of Vlahos & Vlahos April 1994 - December 1999
First Nationwide Bank June 1992 - April 1994
Skills
Series 7, FINRA
Education
San Francisco State University, College of Business 1994 — 1999
Bachelor of Science, International Business
Wells Fargo Funds Management Group June 2008 - Present
Marshall & Swift/Boeckh October 2005 - September 2007
Brady Corporation June 2002 - February 2005
Compuware October 1997 - May 2002
Think Systems November 1993 - April 1997
Education
Marquette University 1998 — 2000
MBA, Finance
National Center for Software Technology 1994 — 1996
PGDST, Computer Science
Bhagubhai Mafatlal Polytechnic 1987 — 1993
Post Diploma in Computer Applications, Computer Science
Self Employed February 2009 - Present
Franklin Templeton Investments 2006 - 2009
Wells Fargo Funds Management Group 2004 - 2006
Skills
GIPS Performance..., Web Data Project...
Education
University of Pennsylvania
B.A., Economics
Wells Fargo Funds Management Group 2007 - Present
Evergreen Investments 2007 - 2010
Babson Capital Management 2005 - 2006
SSgA 2002 - 2005
Scudder Investments 1990 - 2002
Skills
Mutual Funds, Investments, Securities, Risk Management, FINRA, Operational Risk..., Hedge Funds, Governance, AML, Series 24, Series 7, Financial Services, Asset Management, Alternative Investments
Education
Assumption College 1983 — 1987
Suffolk University Law School
Wells Fargo Funds Management Group December 2004 - Present
PFPC April 1998 - December 2004
Skills
CRM, Management, Product Management, Databases, Analytics, Marketing, Sales, Sales Management, Business Analysis, Analysis, Process Improvement, SQL, Access, Banking, Leadership, Investments, SDLC, Financial Services
Education
University of South Alabama
Wells Fargo Funds Management Group October 2011 - Present
UBS 2009 - March 2011
UBS Wealth Management October 2009 - February 2011
Education
Boston College Law School 1976 — 1979
Juris Doctor, Law
Stanford University 1972 — 1976
Bachelor of Arts, History
Iona Prep
Wells Fargo Funds Management Group December 2013 - Present
AEGON Asset Management February 2012 - December 2013
J.P. Morgan February 2006 - February 2012
UMB Bank 1999 - 2004
Prism Consulting 1996 - 2004
Skills
Enterprise Architecture, Program Management, Staff Development, ERP, Portfolio Management, Business Analysis, IT Strategy, Management, Information Technology, Budgets, SDLC, Vendor Management, SAP, IT Management, Project Portfolio..., PMO, Business Intelligence, Requirements Analysis, Disaster Recovery, Business Process, PMP, ITIL
Education
Iowa State University
BBA, Management Information Systems
Rockhurst University
M.B.A,, Information Systems
Imagination Technologies December 2013 - Present
Wells Fargo Funds Management Group September 2006 - November 2013
World Trade Organization September 2006 - December 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PeopleSoft
Education
University of San Francisco - Masagung Graduate School of Management 2010 — 2011
MBA, Finance & International Business
Sussex University 2004 — 2005
European history and politics
University of California, Davis
Bachelor of Science, Managerial Economics
Wells Fargo, Funds Management Group
Education
Santa Clara University
Master of Business Administration (MBA)
University of California, Berkeley
Bachelor's degree, Economics