Wells Fargo Funds Management Group

Wells Fargo Funds Management Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Funds Management Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Wells Fargo Funds Management Group Salaries. You can even request information on how much does Wells Fargo Funds Management Group pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Funds Management Group directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

31 Wells Fargo Funds Management Group employees in database. Find out everything there's to know about Wells Fargo Funds Management Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wells Fargo Funds Management Group Employees

Employee
Years
Job
Industry
John Weitzer, CFA John Weitzer, CFA Greater Milwaukee Area Details
John Weitzer, CFA's Wells Fargo Funds Management Group Experience January 2005 - February 2006
Job Wealth Advisor & Senior Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Kristen Crowley Kristen Crowley Sharon, Massachusetts Details
Kristen Crowley's Wells Fargo Funds Management Group Experience February 2013 - 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

Paula Chapman, CIMA® Paula Chapman, CIMA® San Francisco Bay Area Details
Paula Chapman, CIMA®'s Wells Fargo Funds Management Group Experience January 2000 - April 2005
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

Timothy Hiss Timothy Hiss Bristol, Tennessee Details
Timothy Hiss's Wells Fargo Funds Management Group Experience June 2013 - September 2013
Job Documentum Developer with expertise in systems analysis and all phases of software development lifecycle
Industry Information Technology and Services
Experience
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

Jason Montague Jason Montague Greater Milwaukee Area Details
Jason Montague's Wells Fargo Funds Management Group Experience December 2006 - January 2011
Job Senior Vice President | IT Director at Robert W. Baird & Co.
Industry Financial Services
Experience
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

Alisa Wolf Alisa Wolf Greater Boston Area Details
Alisa Wolf's Wells Fargo Funds Management Group Experience January 2008 - Present
Job Marketing Communications Consultant/Writer
Industry Financial Services
Experience
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

Boua Saelinh Boua Saelinh San Francisco Bay Area Details
Boua Saelinh's Wells Fargo Funds Management Group Experience November 2007 - July 2009
Job
Industry Investment Management
Experience
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

Doc Barseghian Doc Barseghian Orange County, California Area Details
Doc Barseghian's Wells Fargo Funds Management Group Experience January 2005 - April 2006
Job Innovative information solutions delivered
Industry Information Technology and Services
Experience
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

Christine Creaser Christine Creaser Greater Boston Area Details
Christine Creaser's Wells Fargo Funds Management Group Experience June 2010 - Present
Job Financial Consultant 3 at Wells Fargo Funds Management Group
Industry Financial Services
Experience
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

Martha (Hall) Smolen Martha (Hall) Smolen San Francisco Bay Area Details
Martha (Hall) Smolen's Wells Fargo Funds Management Group Experience 2006 - 2009
Job SVP, Social Media Marketing Leader at Wells Fargo, Enterprise Social Marketing
Industry Financial Services
Experience
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

Candice Bao Candice Bao San Francisco Bay Area Details
Candice Bao's Wells Fargo Funds Management Group Experience May 2007 - November 2007
Job Marketing Database Consultant at Wells Fargo
Industry Financial Services
Experience
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

Mike Goguen Mike Goguen Greater Boston Area Details
Mike Goguen's Wells Fargo Funds Management Group Experience 2009 - June 2014
Job Lead Analyst, Sales Analytics & Reporting at TIAACREF
Industry Financial Services
Experience
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

Deborah Vander Heyden Deborah Vander Heyden Greater Milwaukee Area Details
Deborah Vander Heyden's Wells Fargo Funds Management Group Experience 1996 - Present
Job Contract Analyst at Wells Fargo
Industry Financial Services
Experience
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

Rebecca MacDonald Rebecca MacDonald San Francisco, California Details
Rebecca MacDonald's Wells Fargo Funds Management Group Experience October 2014 - Present
Job SVP, Chief Risk Officer at Wells Fargo Funds Management Group
Industry Financial Services
Experience
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

Philip Trimble, CIMA Philip Trimble, CIMA Greater Milwaukee Area Details
Philip Trimble, CIMA's Wells Fargo Funds Management Group Experience June 2005 - December 2009
Job Sales Manager at Wells Fargo Funds Distributor, LLC
Industry Financial Services
Experience
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

Raymond Pun Raymond Pun Greater Milwaukee Area Details
Raymond Pun's Wells Fargo Funds Management Group Experience Application System EngineerWells Fargo2003 - Present
Job Application System Engineer at Wells Fargo Funds Management Group
Industry Financial Services
Experience
Wells Fargo Funds Management Group   Application System EngineerWells Fargo2003 - Present
Wells Fargo Fund Management Group   2003 - Present

Education
Marquette University

Hanh Huynh Hanh Huynh San Francisco Bay Area Details
Hanh Huynh's Wells Fargo Funds Management Group Experience June 2011 - Present
Job Accountant at Wells Fargo Funds Management Group
Industry Financial Services
Experience
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

Kasey (Farley) Phillips Kasey (Farley) Phillips Greater Boston Area Details
Kasey (Farley) Phillips's Wells Fargo Funds Management Group Experience April 1996 - August 2012
Job Assistant Treasurer at MFS Investment Management
Industry Investment Management
Experience
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

Paul Shahrokhi Paul Shahrokhi Greater Milwaukee Area Details
Paul Shahrokhi's Wells Fargo Funds Management Group Experience 2011 - Present
Job Vice President, Senior Relationship Manager (DCIO) at Wells Fargo Funds Management Group
Industry Investment Management
Experience
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

Melissa Duller, CIMA® Melissa Duller, CIMA® Charlotte, North Carolina Area Details
Melissa Duller, CIMA®'s Wells Fargo Funds Management Group Experience 2009 - Present
Job Vice President, Investment Research Analyst with Wells Fargo Funds Management Group
Industry Financial Services
Experience
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

Vivian Chu Vivian Chu San Francisco Bay Area Details
Vivian Chu's Wells Fargo Funds Management Group Experience August 2009 - December 2013
Job at
Industry Banking
Experience
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

Bhavna Tanna Bhavna Tanna Greater Milwaukee Area Details
Bhavna Tanna's Wells Fargo Funds Management Group Experience June 2008 - Present
Job Software Engineer at Wells Fargo Funds Management Group
Industry Financial Services
Experience
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

Edward Dunn Edward Dunn San Francisco Bay Area Details
Edward Dunn's Wells Fargo Funds Management Group Experience 2004 - 2006
Job Consultant at Self Employed
Industry Investment Management
Experience
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

Bob Guerin Bob Guerin United States Details
Bob Guerin's Wells Fargo Funds Management Group Experience 2007 - Present
Job SVP, Chief Compliance Officer Wells Fargo Funds Management Group
Industry Financial Services
Experience
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

Jennifer Catha Jennifer Catha Charlotte, North Carolina Area Details
Jennifer Catha's Wells Fargo Funds Management Group Experience December 2004 - Present
Job Analytics Consultant at Wells Fargo Funds Management Group
Industry Financial Services
Experience
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

John Manley John Manley Greater New York City Area Details
John Manley's Wells Fargo Funds Management Group Experience October 2011 - Present
Job Chief Equity Stategist Well Fargo Funds Managment Group
Industry Financial Services
Experience
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

Dennis Mochal Dennis Mochal Greater Milwaukee Area Details
Dennis Mochal's Wells Fargo Funds Management Group Experience December 2013 - Present
Job Chief Technology Officer at Wells Fargo Funds Management Group
Industry Investment Management
Experience
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

Eugenia Gin Eugenia Gin San Francisco Bay Area Details
Eugenia Gin's Wells Fargo Funds Management Group Experience September 2006 - November 2013
Job Financial Analyst at Imagination Technologies
Industry Financial Services
Experience
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

Anna Swartz Anna Swartz Alameda, California Details
Anna Swartz's Wells Fargo Funds Management Group Experience
Job Analytics Consultant at Wells Fargo, Funds Management Group
Industry Investment Management
Experience
Wells Fargo, Funds Management Group 

Education
Santa Clara University
Master of Business Administration (MBA)

University of California, Berkeley
Bachelor's degree, Economics