Wells Fargo Investments
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Wells Fargo Investments Employees
Bridgeview Capital Advisors, Inc. July 2008 - Present
Bridgeview Capital Advisors, Inc. December 2005 - July 2008
UBS Wealth Management April 2005 - July 2005
Wells Fargo Investments February 2001 - April 2005
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
Bachelor of Arts, Political Science
The American College
CERTIFIED FINANCIAL PLANNER™, Financial Planning
The American College
CHARTERED LIFE UNDERWRITER™, Life Insurance
Ameriprise Financial Services, Inc. 2015 - Present
Thrivent Financial 2014 - 2015
US Bancorp Investments 2014 - 2014
Wells Fargo Corporate Trust 2013 - 2014
Wells Fargo Advisors 2011 - 2012
Best Buy 2011 - 2011
Wells Fargo Investments 2010 - 2011
Target 2009 - 2010
Augsburg Fortress Publishers 2009 - 2009
Capella University 2008 - 2008
Skills
Data Management, Software Implementation, Records Management, Banking, Data Entry, Quality Assurance, Investments, Deployment, Brokerage, Financial Service, System Deployment, Financial Services, Finance, Time Management, Management, Payroll, Sales, Editing, Advertising, Recruiting, Social Media, Applicant Tracking..., Customer Service, Leadership, Human Resources, CRM, Technical Recruiting
Education
University of St. Thomas 2014 — 2014
Mini MBA Certification, Business/Commerce
St. Cloud State University 1995 — 1999
BA, Art/Film Studies
University of Minnesota-Twin Cities 1996 — 1997
Film Studies
Cornell College 1993 — 1995
Computer Science
Arryve September 2012 - July 2013
Arryve April 2011 - July 2011
Microsoft March 2010 - November 2010
Wells Fargo Investments March 2003 - May 2005
McDonald Investments formerly Key Investments August 1995 - February 2000
Seafirst Bank April 1993 - July 1995
Seafirst Bank February 1990 - April 1993
Seafirst Bank September 1989 - February 1990
Skills
Product Marketing, CRM, Cross-functional Team..., Process Improvement, Business Development, Management, Marketing Strategy, Leadership, Project Management, Sales Management, Banking, Management Consulting, Training/mentoring..., Communications & Liason, Process development, Cross-Department...
Education
Central Washington University 1986 — 1989
Bachelor of Science, Business Administration and Marketing
SOFTWARE/TECHNICAL SKILLS
Bachelor of Science, Business Administration and Marketing
Bessemer Trust October 2014 - Present
First Republic Bank February 2012 - October 2014
First Republic Bank July 2010 - February 2012
First Republic Bank May 2008 - July 2010
Wells Fargo June 2007 - May 2008
Wells Fargo Investments April 2006 - June 2007
Wells Fargo Investments May 2005 - April 2006
Minnesota Department of Corrections October 2001 - May 2005
Skills
Wealth Management, Banking, Financial Analysis, Asset Managment, Strategic Financial..., Estate Planning, CTFA, Asset Allocation, Loans, Series 7, Credit, Private Banking, Asset Management, Financial Advisory, Equities, Financial Modeling, Portfolio Management, Securities, Fixed Income, Mutual Funds, Strategy, Investments, Wealth Management..., Investment Advisory, Leadership, Retirement Planning, Financial Services, Commercial Lending, Financial Planning
Education
University of Minnesota-Twin Cities 2001 — 2005
BS, Finance - Communications
Boston University 2010 — 2011
Online Program in Financial Planning
Cannon Financial Institute 2010 — 2012
Cannon Trust, Honors Graduate
University of California, Los Angeles
CFP® Primer & Review Program
Prominence Capital June 2011 - Present
Cooperative Purchasers February 2008 - December 2013
Wells Fargo Investments December 2005 - November 2007
Merrill Lynch April 2003 - December 2005
UBS January 2002 - April 2003
Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Valuation, Finance, Equities, Strategy, Risk Management, Hedge Funds, Investment Management, Analysis, Corporate Finance, Private Equity, Financial Modeling, Financial Services, Financial Analysis, Retirement Planning, Wealth Management, Due Diligence, Negotiation, Mutual Funds, Alternative Investments, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, High Net Worth..., Fixed Income, Capital Markets, Securities, Entrepreneurship, Derivatives, Wealth Management..., Financial Markets, Bonds, Estate Planning, Options, Financial Structuring, ETFs, Series 65, Personal Finance, Financial Planners, Business Valuation, 401k, Options Strategies, Stocks, Economics, Budgets, Personal Financial...
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
College for Financial Planning 2013 — 2016
Certified Financial Planner (CFP) Professional Education Program
Northeastern University 1995 — 2000
BS, Sports Medicine/Athletic Training
Adobe Systems October 2009 - Present
Omniture January 2008 - October 2009
Ancestry.com July 2005 - January 2008
Wells Fargo Investments December 2003 - July 2005
Lehman Brothers August 2001 - December 2003
Household Credit Services August 1996 - August 1999
Covey Leadership October 1993 - August 1996
Skills
Product Management, Lead Generation, Omniture, Analytics, Strategic Planning, Online Advertising, Marketing Strategy, Business Development, Start-ups, Salesforce.com, Investments, Product Marketing, Marketing, Customer Acquisition, Relationship Management, Marketing Automation, B2B Marketing, Demand Generation, Marketing Management, Eloqua, SaaS, Sales, Cross-functional Team..., Web Analytics, Direct Marketing, Integrated Marketing, Strategy, B2B, Segmentation, Leadership, PPC, Strategic Partnerships, Market Analysis, Database Marketing, Email Marketing, Multi-channel Marketing, Online Marketing, Competitive Analysis, Digital Marketing, SEM, Bowling, Bowtie
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA
Brigham Young University 1990 — 1996
BA
Wells Fargo Funds Distributor February 2005 - April 2012
Wells Fargo Investments April 2003 - February 2005
Wells Fargo Investments May 2002 - April 2003
Wells Fargo Investments August 1999 - July 2001
Wells Fargo Securities March 1998 - August 1999
Wells Fargo Securities March 1995 - March 1998
Wells Fargo April 1993 - March 1995
American Savings Bank June 1992 - April 1993
Pan Pacific Hotels Group August 1987 - May 1991
Skills
Windows, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Visio, Analysis, Securities, Financial Services, Risk Management, Finance
Education
City College of San Francisco
Associate of Science (AS), Hospitality Administration/Management
Westmoor High School
Joni and Friends September 2014 - Present
World Impact October 2012 - September 2014
The Masters College August 2011 - November 2012
Southwest Dealer Services February 2001 - September 2009
Grace Brethren Church Simi October 1998 - December 2001
Wells Fargo Investments October 1995 - September 1998
Valley Federal Savings & Laon August 1983 - July 1992
Skills
Excel, PowerPoint, Microsoft Office, Quickbooks, Word, Outlook, Data Entry, Administration, Typing, Customer Service, Access, Telephone Skills, Non-profits, Budgeting, Research, Inventory Management, Financial Reporting, Event Planning, Problem Solving, Fundraising, Database Administration, Computer Literate, Teamwork, Event Management, Accounting, Administrative Support, Spreadsheets, Accounts Payable, Office Management, Invoicing, Accounts Receivable, Payroll Processing, Peachtree, Expenses, Fax, Billing, Bookkeeping, Office Administration, Supervisory Skills, Scheduling, Time Management, Confidentiality, Office Equipment, Payroll, Reconciling, Reconciliation, Writing, Internet Research, General Ledger, Account Reconciliation
Education
The Master's College 2012 — 2014
Organizational Management
College of the Canyons 2009 — 2011
Associate Degree, Accounting
CUSO Financial Services, LP November 2014 - Present
Wells Fargo Securities October 2011 - October 2014
Wells Fargo March 2010 - October 2011
Wells Fargo Investments March 2005 - March 2010
Wells Fargo February 2004 - June 2005
Wells Fargo August 2002 - February 2004
Fidelity Investments February 2000 - August 2002
Skills
Investments, Portfolio Management, Banking, Management, Finance, Strategy, Equities, Wealth Management, Strategic Financial..., Loans, Series 7, Derivatives, Marketing, Leadership, Financial Analysis, Sales, Credit, Financial Services, CRM, Mergers & Acquisitions, Business Strategy, Retail Banking, Private Banking, Mortgage Lending, Structured Products, Relationship Management, Team Building, Analysis, Financial Modeling, Customer Service, Sales Management, Commercial Lending, Cross Selling, Business Planning, Business Development
Education
Duke University - The Fuqua School of Business
MBA, Business Administration and Management, General
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business Management
Horizon Advisors Inc. September 2011 - Present
Banc of America Investments/ Merrill Lynch April 2004 - September 2011
Wells Fargo Investments July 1999 - April 2004
Skills
Investments, Wealth Management, Financial Services, Financial Advisory, Strategic Financial..., Asset Allocation, Estate Planning, Portfolio Management, Wealth, Finance, Insurance, Coaching, Series 7, Tax, Investment Advisory, Certified Financial..., Retirement, Mutual Funds, Investment Strategies, NLP, Securities, Retirement Planning, Financial Planning
Education
California State University-Northridge 1987 — 1990
B.A., Economics
Institute for Embodied Wisdom 2013 — 2013
Art of Leadership Mastery
Clarity Institute 2010 — 2011
Neuro Linguistic Programming Master Practitioner
Northwestern Mutual September 2012 - Present
Wells Fargo Advisors March 2001 - August 2012
Keller Willams Realty June 2005 - October 2009
Wells Fargo Investments March 2003 - August 2005
BEAR, STEARNS & CO. INC August 1997 - February 2001
AMERICAN BUILDING MAINTENANCE CO April 1996 - July 1997
U.S. BANCORP July 1993 - April 1996
WASHINGTON MUTUAL SAVINGS BANK January 1989 - January 1993
Skills
Securities, Equities, Fixed Income, Trading, Options, Bloomberg Terminal, BETA, ADP, BRASS, FINRA, OATS, Settlements, Clearing, Customer Experience, Teaching, Teamwork, Troubleshooting, Conflict Resolution, Middle Office, Wealth Management, Investment Strategies, Financial Services, Settlement, ADP Payroll, Investments, Portfolio Management, Derivatives, Mutual Funds, Asset Management
Education
Seattle Pacific University 1990 — 1991
Business Management
Azusa Pacific University 1988 — 1989
Business Management
Salesforce.com November 2009 - Present
Intuit May 2008 - June 2010
BEA Systems May 2007 - May 2008
Wells fargo Investments November 2005 - May 2007
MenloWorld wide Technologies November 2001 - November 2005
Clarkston Potomac July 2000 - March 2001
Jeevan 1999 - 2000
Skills
Application Performance..., Performance Tuning, Splunk, Java Performance, Load and Scalability, Python scripting, Salesforce.com, Performance Benchmarking, Java profiling, Performance Testing, Linux, Weblogic Administration, Bash scripting, Team Leadership, Solution Implementation, Application Performance...
Education
Mangalore University
B.Tech, Computer Engineering
Atomic Energy Central School 1900 — 2000
Junior college, Maths, Physics, Chemistry
Wells Fargo Advisors, LLC July 2009 - Present
Wells Fargo Bank March 2007 - July 2009
Wells Fargo Investments September 2005 - March 2007
Wells Fargo Investments September 2004 - September 2005
Wells Fargo Bank April 2003 - September 2005
Prudential Securities January 2002 - April 2003
RBC Dain Rauscher, Inc. May 1997 - January 2002
Paine Webber, Inc. June 1993 - May 1997
Shearson Lehman Brothers January 1992 - June 1993
Shearson Lehman Brothers January 1991 - January 1992
Skills
Asset Management, Brokerage Office,..., Brokerage Strategies &..., Brokerage Manager..., Business Coaching, Debt Planning &..., Financial Advisory, Financial Advisor..., Investment Strategies, Retirement Planning, Investments, Financial Services
Education
University of Virginia - Consumer Bankers Association 2003 — 2007
Graduate School Retail Bank Management, Advanced Banking Studies
College for Financial Planning 2001 — 2001
AAMS, Accredited Asset Management Specialist
University of Pennsylvania - The Wharton School 1998 — 2001
Graduate Securities Industry Institute Management Programs, Brokerage & Financial Services
The American College 1987 — 1988
MS Financial Services Management (12hrs), Advanced Financial Services Management
College for Financial Planning 1983 — 1985
CERTIFIED FINANCIAL PLANNER™
Texas Tech University 1977 — 1981
BBA, Finance & Investments
Wells Fargo December 2013 - Present
USAA Investment Management Company November 2010 - December 2013
Wells Fargo Investments November 2008 - November 2010
Wells Fargo Bank May 2005 - November 2008
Cold Stone Creamery April 2003 - October 2006
Skills
Financial Planning, Retirement Planning, Retirement Plan..., Asset Management, Asset Allocation, Life Insurance, Term Life Insurance, Mutual Funds, Wealth Management, Wealth Accumulation, Wealth Building, Wealth Preservation, Investments, Annuities, Fixed Annuities, Series 7, Series 66, IRA's, IRA Rollovers, Roth IRA, Financial Advice, Microsoft Office, Excel, Access, Finance, Retirement, Financial Modeling, Banking
Education
College for Financial Planning 2011 — 2013
Certified Financial Planner
Arizona State University 2005 — 2009
BS, Finance
The Coach & Mentor Group November 2010 - Present
MRA/Trusight December 2013 - Present
Transamerica Retirement Management October 2007 - July 2010
Wells Fargo Investments 1998 - 2007
Skills
Coaching, Series 7, Personal Development, Staff Development, Leadership, Business Coaching, Career Development, Executive Coaching, Leadership Development, Motivational Speaking, Succession Planning, Career Counseling, Business Networking, Performance Improvement, Organizational..., Employee Engagement, Small Business, Resume Writing, Talent Management, Organizational..., Emotional Intelligence, Infusionsoft, CustomerHub, Public Speaking, Start-ups, Business Planning, Workshop Facilitation, Entrepreneurship, Team Building, Sales, Training, Sales Management, Executive Development, Performance Management, Management, Time Management, Process Improvement, Strategy, Employee Training, Consulting, Project Planning, Executive Management
Education
Bethel University 2010 — 2012
BA, Organizational Leadership, with Honors
Coach Training Alliance 2010 — 2011
Certificate, Professional Coach
Robert W. Baird & Co. November 2014 - Present
Seattle Bond Club January 2003 - Present
Crystal Mt. Hotels October 1995 - Present
McAdams Wright Ragen May 2003 - October 2014
Operation Nightwatch 2000 - September 2010
Atlantic Street Center March 2008 - October 2009
Wells Fargo Investments March 2000 - May 2003
Ragen MacKenzie August 1992 - March 2000
Skills
Wealth Management, Investment Advisory, Investment Portfolio, Boutique Hotels, Equities, Municipal Bonds, Convertible Bonds, Fixed Income, Portfolio Management, Endowments, Philanthropy, Friendly Personality
Education
Columbia University in the City of New York
Certified Portfolio Manager®
Seattle University 1991 — 1993
B.A.
Arizona State University 1988 — 1991
Overlake 1986 — 1988
St Joseph 1982 — 1984
Vanguard Logistics Services January 2014 - Present
Self Employed in accounting field May 2010 - Present
Squar Milner April 2007 - February 2010
Wells Fargo Investments February 2006 - March 2007
Trimble & Company An Accountancy Corporation January 2005 - August 2005
H&R Block October 2004 - March 2005
Rizk & Matta, CPA office September 2003 - October 2004
Egyptian German Automotive Company " Daimler Chrysler" September 1998 - July 2003
Xerox The Document Company May 1993 - August 1998
Skills
Accounting, Financial Reporting, Financial Accounting, Process Improvement, Mergers & Acquisitions, Internal Controls, Due Diligence, Analysis, Finance, Auditing, GAAP, Strategic Financial..., Tax, Account Reconciliation, General Ledger, Sarbanes-Oxley Act
Education
Ain Shams University 1986 — 1990
Bachelor Science of Commerce, Accounting
taj salon & spa February 2015 - Present
Periscope July 2013 - August 2014
Periscope November 2012 - July 2013
Periscope August 2012 - November 2012
Wells Fargo Advisors June 2007 - July 2012
Wells Fargo Investments November 2006 - June 2007
Restoration Hardware June 2005 - May 2006
New York Yacht Club February 2003 - May 2005
New York University September 2000 - July 2003
Skills
Microsoft Office, Project Planning, Customer Service, Adobe Creative Suite, Databases, Outlook, Data Entry, Spreadsheets, Call Center, Visio, Data Analysis, Research, Public Speaking, Analysis, Process Scheduler, Project Management, Event Planning, Microsoft Excel, Management, Leadership, Copywriting, Teamwork, Business Analysis, Account Management, Strategy
Education
Aveda Institute-Minneapolis 2014 — 2015
Esthiology
University of Minnesota 2012 — 2012
Project Management Certification, Project Management
New York University, Tisch School of the Arts 1999 — 2003
Bachelor of Fine Arts, Drama
Vicki O'Day LLC January 2012 - Present
Future First Women's Congress July 2014 - December 2014
Wells Fargo 2008 - 2011
InspireU September 2004 - December 2008
Wells Fargo Investments June 2005 - May 2007
Wells Fargo Investments June 2000 - May 2005
Wells Fargo Investments June 1999 - June 2000
Morgan Stanley May 1996 - January 1999
ScottTrade August 1995 - April 1996
Skills
Leadership Development, Organizational..., Community Development, Project Management, Team Leadership, Public Speaking, Cross-functional Team..., Workshop Facilitation, Coaching, Executive Coaching, Change Management, Program Management, Business Analysis
Education
Saint Mary's University of Minnesota 2006 — 2008
MA, Human Development
Capella University 2001 — 2005
BS, Business Administration and Management, General
Lakeshore Technical College 1990 — 1994
Associate's Degree, Accounting and Finance, 4.0
Howards Grove High School
Wells Fargo Advisors, LLC February 2015 - Present
Edward Jones September 2009 - February 2015
Wells Fargo Investments April 2009 - September 2009
Wells Fargo Bank October 2007 - September 2009
Sierra Microwave Technology January 2007 - October 2007
AFLAC Insurance January 2006 - October 2007
VWR International, Inc. June 2005 - November 2005
VWR International, Inc. June 2002 - 2005
Alameda Chemical and Scientific, Inc. 1998 - 2002
Pacific Pac International June 1995 - 1998
Skills
Insurance, Finance, Retirement Planning, Investments, Leadership, Sales, Mutual Funds, Series 7, Fixed Annuities, Investment Strategies, Sales Management, IRAs, Retirement, Team Building, New Business Development, Financial Advisory, Small Business, Strategic Planning, Financial Services, Pensions, Financial Analysis, Investment Advisory, Estate Consideration, Asset Allocation..., Asset Protection..., Wealth Protection..., Income Protection...
Education
College for Financial Planning
AAMS - Accredited Asset Management Specialist
Mission College, Santa Clara 1985 — 1996
Marketing, Marketing & Economics
West Valley College 1980 — 1983
General Education
Pioneer High School 1976 — 1979
Graduated
John Muir Junior High, San Jose 1973 — 1975
U.S. Bank 2012 - Present
Smart Property Services L.L.C. July 2011 - 2012
Wells Fargo Investments/ Wells Fargo Bank January 2007 - December 2011
Wells Fargo Investments February 2007 - July 2011
Albertsons October 2004 - February 2007
2004-2007 Wells Fargo Bank February 2004 - January 2007
Lucky/ Albertsons January 1998 - January 2004
Skills
Mortgage Lending, Loans, Credit, Banking, Real Estate, Loan Origination, Sales, Customer Service, Portfolio Management, Financial Analysis, Investment Properties, First Time Home Buyers, Commercial Lending, Commercial Mortgages, Small Business Lending, Retail Banking, Commercial Banking, Cash Management, Treasury Management, Commercial Real Estate, Management, Investments, Financial Services, Credit Analysis
Education
Chaffey College 2000 — 2010
Morgan Stanley April 2009 - Present
Wells Fargo Investments June 1994 - April 2009
Skills
Series 7, Portfolio Management, Series 63, Financial Modeling, Mutual Funds, Investments, Wealth Management, Asset Allocation, Alternative Investments, Retirement Planning, Business Process..., Fixed Income, Wealth Management..., Series 65
Education
Cal Poly San Luis Obispo 1989 — 1994
Economics, Financial Management
Wells Fargo Bank December 2011 - March 2012
Wells Fargo Investments December 2008 - April 2011
Fireman's Fund Ins Co October 2007 - November 2008
Firemans Fund Insurance Company November 2005 - October 2007
Charles Schwab 1996 - 2003
Bank of America 1994 - 1996
Skills
Capital Markets, Retail Brokerage, Derivatives, Equities, FX, Trading Systems, Options, Business Analysis, Business Requirements, Brokerage, Financial Services, FX Options, SDLC, Software Project..., Integration, Trading, Brokers, Risk Management
Education
Brown University 1972 — 1974
MS, Applied Mathematics
University of California, Berkeley 1967 — 1971
BS, Applied Mathematics
Wells Fargo Bank January 2010 - Present
Wells Fargo Investments December 2006 - January 2010
Wells Fargo Bank April 2002 - December 2006
Skills
Banking, Retail Banking, Wealth Management, Series 7, Business Strategy, Private Banking, Small Business Lending, Sales, Consumer Lending, Lines Of Credit, Financial Services, Branch Management, Relationship Management, Investment Advisory, Home Equity Loans, Cross Selling, Loans, Credit, Investments, Uniform Combined State..., Credit Analysis, Mortgage Lending, Finance, Risk Management, Mortgage Banking, Financial Analysis, Asset Based Lending, Asset Management, Branch Banking, Commercial Lending, Commercial Banking, Deposits, Commercial Mortgages, Financial Advisory, Investment Banking, Financial Modeling, Leadership, Loan Origination, Refinance, Portfolio Management, Retirement Planning, Residential Mortgages, SBA, Securities, Series 6, Strategic Financial..., Series 63, Treasury Management, Underwriting, Wealth Management...
Education
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2008
MBA
Cal State Fullerton University 1998 — 2002
06/2002
HomeStreet Bank May 2014 - Present
HomeStreet Bank December 2013 - May 2014
KeyBank March 2013 - November 2013
KeyBank October 2008 - March 2013
Wells Fargo Bank November 2007 - August 2008
Wells Fargo Investments August 2007 - August 2008
Wells Fargo Bank September 2006 - October 2007
Wells Fargo Bank July 2005 - September 2006
Wells Fargo Bank April 2005 - October 2005
Wells Fargo Bank February 2005 - April 2005
Skills
Credit Risk, Credit Analysis, Financial Analysis, Credit, Commercial Lending, Loans, Commercial Banking, Banking, Oral & Written..., Public Speaking, Treasury Management, SBA, Sales
Education
UW Professional & Continuing Education 2014 — 2015
Certificate, Accounting
Edmonds Community College 2013 — 2014
Business Administration and Management, General
Iowa State University 1998 — 2002
B.A., Performing Arts
Two Rivers YMCA February 2011 - Present
Kramer Consulting February 2011 - Present
Poterack Capital Advisory, Inc. March 2008 - February 2011
Waterstone Financial Group October 2006 - January 2008
Pacific Select Group January 2005 - December 2006
Royal Neighbors of America April 2002 - January 2005
Wells Fargo Investments January 2001 - April 2002
Fiserv Investor Services, Inc. January 1999 - January 2001
Life Investors Financial Group, Inc. 1997 - 1999
Skills
Business Development, Human Resources, Marketing, Recruiting, Budgets, Program Management, Insurance, Fixed Annuities, Mutual Funds, Employee Benefits, Investments, Sales, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2010
MBA
Coe College 1993 — 1996
BA
Augustana College 1992 — 1993
DeWitt Central High School 1990 — 1992
BCLUW High School 1988 — 1990
HSBC 2008 - Present
Wells Fargo Investments 2006 - 2008
Wells Fargo Investments 2005 - 2006
Wells Fargo Investments 2004 - 2005
Wells Fargo 2004 - 2005
Skills
Cash Management, Consultative Sales..., Project Management, Commercial Cards, virtual card, Connectivity Solutions, Banking, Relationship Management, Treasury Management, Commercial Banking, Portfolio Management, Financial Services
Education
California State Polytechnic University-Pomona
M.S., Economics
University of Southern California - Marshall School of Business
B.S., Finance and Business Economics
Fuller Theological Seminary
Th.M., Ethics
Fuller Theological Seminary
M.A., Biblical Studies and Theology
Scottrade October 2014 - Present
Wells Fargo January 2013 - October 2014
The Training Associates March 2011 - December 2012
VantisLife Ins. Co. January 2010 - January 2012
SARTA February 2009 - October 2009
Allstate distributors October 2007 - January 2009
Principal Funds January 2004 - October 2007
Citibank January 2003 - December 2003
CalFed Investments September 1999 - January 2003
Wells Fargo Investments November 1996 - September 1999
Skills
Mutual Funds, Sales Management, Insurance, Annuities, Securities, Public Speaking, Customer Service, Customer Relations, Problem Solving, Series 7, Coaching, Strategic Planning, Investments, Team Building, New Business Development, Financial Planning, Consultative Selling, Asset Management, Series 63, 401k, Compliance, Team Leadership, Banking, Retirement Planning, Account Management, Wealth Management, Equities, Series 24, Series 65, Key Account Management, Training &..., Strategic Financial..., Training, Fixed Annuities, Series 6, Investment Advisory, Business Development, Management, Portfolio Management, Strategy, CRM, Leadership, Alternative Investments, Financial Advisory, Risk Management, Financial Services, Entrepreneurship, Retirement, FINRA, Credit
Education
U. S. Army Leadership Development 1989 — 1993
Leadership
American River College 1986 — 1988
Psychology
Harland Clarke January 2014 - Present
Harland Clarke May 2012 - December 2013
Wells Fargo Advisors June 2010 - June 2011
Wells Fargo Investments September 2005 - January 2010
Wells Fargo Private Asset Management November 2002 - September 2005
Wells Fargo Private Asset Management December 2000 - November 2002
Wells Fargo Private Asset Management March 2000 - December 2000
Skills
Portfolio Management, Equities, Strategy, Securities, Financial Services, Wealth Management, Asset Allocation, Due Diligence, Leadership, Business Development, Finance, Corporate Finance, Bloomberg, Banking, Investment Management, Analysis, Strategic Financial..., Relationship Management, Financial Modeling, Fixed Income, Financial Markets, Equity Research, Financial Analysis, Valuation, Asset Management, Management, Financial Planning
Education
Arizona State University, W. P. Carey School of Business
MBA
Brigham Young University
Bachelor of Science
Vibra Investents, LLC February 2012 - Present
Union Banc Investment Services January 2009 - January 2012
Wells Fargo Investments November 2001 - January 2009
Skills
Asset Management, Investments, Retirement Planning, Wealth Preservation..., Portfolio Management
Education
California State University-San Marcos - College of Business Administration
Bachelor of Business Administration (BBA), Finance
Miami Dade College
Associate of Arts (AA), Business Administration
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Investments November 2009 - January 2011
Wells Fargo Investments May 2008 - November 2009
Wells Fargo Investments January 2006 - May 2008
Wells Fargo Home Mortgage January 2002 - January 2006
Skills
Securities, Risk Management, Finance, Access, Equities, Analysis, Operations Management, Leadership, Microsoft Excel, Banking, Insurance, Investments, Management, FINRA, Mutual Funds, Retirement Planning, Financial Services, Sales, Accounting, Training, Financial Analysis, Series 7
Education
Augsburg College 2011 — 2013
MBA, Finance, 4.0
Minnesota State University 2003 — 2005
Institutional Finance, 4.0
Bethany Lutheran College 2001 — 2003
Associate of Arts, 3.81
Wells Fargo Investments October 2010 - Present
Hometown Heroes Children's Charity August 2005 - Present
The Keziah-Jones Foundation, Inc. February 2014 - December 2014
Technisource January 2010 - October 2010
TIAA-CREF March 2007 - December 2008
Wachovia, A Wells Fargo Company March 1998 - March 2006
Carolinas Healthcare System October 1986 - October 1997
Skills
Data Migration, SharePoint, Microsoft Office, SDLC, Vendor Management, PeopleSoft, Visio, Sarbanes-Oxley Act, MS Project, Databases, Clarity, ITIL, Quality Assurance, Project Management, Business Analysis, Business Process, Software Documentation, Analysis, Management, Leadership
Education
EXIN 2011 — 2011
Certification, ITIL Foundation
Wachovia Learning Connection 1999 — 2006
CEU, Leadership and IT Operational Management
Central Piedmont Community College 1989 — 1994
Communications, Undergraduate Studies
Global Knowledge - APMG ITIL RCV
Certification - ITIL RCV, IT Release, Control and Validation Principles and Framwork
Morgan Stanley Smith Barney Bay Area CA January 2010 - Present
Wells Fargo Investments March 2004 - January 2010
Citigroup(Citicorp Investment Services) July 1991 - March 2004
Merrill Lynch June 1996 - December 1998
Education
University of Kentucky 1989 — 1990
Master, Business Administration; Economics
Peking University
Qufu Normal University
Mercy Business Health Svc November 2014 - Present
Creighton University May 2014 - Present
Recover Health, Inc August 2010 - May 2014
Wells Fargo Investments December 2006 - February 2010
Edward Jones2003-2006 February 2003 - December 2006
RBC Dain Rauscher January 2001 - January 2003
Century 21 Market January 1999 - January 2001
Women, Infants and Children (WIC) January 1997 - January 1999
Marian Health Center October 1998 - October 1998
CorVel Corporation January 1996 - January 1997
Skills
Healthcare, Customer Relations, Budgeting, Administration, Problem Solving, Team Building, Investments, Event Management, Budgets, Customer Service, System Administration
Education
Creighton University 1986 — 1987
BSN, Nursing
University of Montana 1976 — 1980
Bachelors, Social Work
Good Counsel Academy 1972 — 1976
Evangelical Christian Credit Union July 2013 - December 2014
Wells Fargo Bank July 2008 - August 2009
Wells Fargo Investments May 2006 - August 2009
Wells Fargo Bank January 2007 - June 2008
Wells Fargo Bank January 2006 - December 2006
Wells Fargo Bank July 2004 - December 2005
Bank of America December 2003 - July 2004
Bank One, Colorado, N.A. August 2000 - May 2002
Skills
Theology, Biblical Studies, Discipleship, Small Groups, One-on-one Training, Hermeneutics, Kayaking, Camping, Shooting, Wealth Management, Banking, Teaching, Leadership, Team Leadership, Elite, Personal Training, Series 7, Risk Management, Leadership Development, Producing, Loans, Credit, Small Business Lending, Customer Service, Consumer Lending, Lines Of Credit, Relationship Management, Mortgage Lending, Nonprofits, Microsoft Office, Event Planning, Public Speaking, Community Outreach
Education
Biola University 2012 — 2017
Master of Divinity (M.Div.), Evangelism and Discipleship
The Master's College & Seminary 2009 — 2011
Bachelor of Arts (B.A.), Christian Ministry
Hawaii Pacific University 1996 — 1999
Business Management
University of Colorado Boulder 1995 — 1996
Architecture & Physics
'Iolani School 1983 — 1995
H.S. Diploma
University of Florida March 2013 - Present
Paul Caspersen & Associates, LLC March 2009 - Present
Iowa State University Foundation March 2009 - March 2013
TIAA-CREF August 2005 - March 2009
Wells Fargo Investments May 2004 - July 2005
Edward Jones May 2001 - May 2004
Van Kampen Investments 1998 - 2001
Olde Discount Corp 1997 - 1998
Skills
Estate Planning, Strategic Financial..., Financial Advisory, Planned Giving, Wealth Management, Public Speaking, Nonprofits, Financial Planning, Philanthropy, Wealth, Retirement, Leadership, Finance, Strategy, Charitable Trusts, Employee Benefits, Tax, Asset Management, 401k, Investment Management, Tax Preparation, Management, Fundraising, Program Management, Asset Allocation, Financial Services, Retirement Planning, Personal Finance, Mutual Funds, Investment Strategies, Charitable Gift..., Financial Planners, Training, Consulting, Series 7, Personal Financial..., Investments, Small Business, Portfolio Management, Investment Advisory, Insurance, Securities, Consultancy, Real Estate
Education
College for Financial Planning 2006 — 2009
Master of Science (MS), Personal Financial Planning, cum laude
University of Northern Iowa 1994 — 1997
BA, Communication Studies
Maplewood Fire Department January 2004 - Present
Lender Processing Services, Inc. (LPS) May 2009 - May 2013
Robert Half Finance & Accounting December 2008 - March 2009
Wells Fargo Investments November 2005 - November 2008
The Hartford December 2004 - July 2005
Minnesota Life Insurance Company September 2000 - August 2004
Prudential Life Insurance Company June 1997 - May 2000
Skills
Finance, Life Insurance, Chapter 13 Bankruptcy, Bankruptcy, Investment Banking, Underwriting, Firefighting, Fire Safety, Emergency Medical, Portfolio Management, Insurance, Banking, Securities, Investments, Loans
Education
Concordia University-St. Paul 1993 — 1996
Bachelor of Arts (BA), Finance, General
ASCEND LEARNING, INC▪ March 2012 - September 2012
Capella Education Company January 2006 - November 2011
Wells Fargo Investments January 1999 - January 2006
Wells Fargo 2004 - 2006
Wells Fargo 2004 - 2006
Wells Fargo 2004 - 2006
Skills
Project Implementation, Problem Solving, Team Building, Internal Communications, Scope Management, Client Retention, Brand Awareness, Forecasting, Customer Retention, Marketing Communications, Account Management, Solution Selling, Sales, Talent Acquisition, Salesforce.com, Due Diligence, B2B
Education
University of Minnesota
B.A, Psychology
Capella University 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management
Merrill Lynch Wealth Management October 2010 - Present
Morgan Stanley Smith Barney January 2007 - October 2010
New England Financial January 2004 - January 2007
WM Financial Services 2002 - 2003
Wells Fargo Investments 1998 - 2001
Wells Fargo Bank 1994 - 1997
Skills
Wealth Management, Financial Planning, Investments, Retirement Planning, Asset Management, Strategic Financial..., Asset Managment, Financial Advisory, Finance, Portfolio Management, Retirement, Financial Services, Wealth Management..., Wealth, Asset Allocation, Small Business
Education
University of Redlands 2004 — 2006
MBA, Finance Emphasis
San Diego State University-California State University
BS, Business Finance
California Polytechnic State University-San Luis Obispo
Aeronautical Engineering
Mt. Carmel High School
Diploma
Analysis Group January 2015 - Present
Analysis Group August 2011 - December 2014
Boston College January 2009 - July 2010
Wells Fargo Investments October 2005 - June 2006
Skills
Quantitative Analytics, Economics, Statistics, Econometrics, Policy Analysis, Data Analysis, Stata, Microsoft Office, Analysis, Statistical Modeling, Modeling, Research, SAS, Soccer, Energy Drinks, Walls, Mexican Cuisine, Mirrors, Long Distance Running, Condos, Running Errands, Applied Econometrics
Education
Boston College 2006 — 2011
PhD, Economics
Wheaton College (MA) 2001 — 2005
BA, Economics, English
Pacific Wholesale November 2013 - Present
Oriental Max Trading September 2007 - October 2013
Wells Fargo Bank 2000 - 2006
Wells Fargo Investments 2003 - 2005
Skills
Sourcing, Trend, Product Development, Mandarin, Footwear, Fashion, Trend Analysis, Textiles, Teamwork, Brand Management, Merchandising, Pricing, Sketching, Styling, Tech Packs, Visual Merchandising, Retail, Wholesale
Education
Cal State San Marcos 2000 — 2004
Finance, Marketing, Spanish
Arcadia
Dougherty & Company January 2012 - Present
UBS June 2010 - January 2012
Wells Fargo Investments June 2001 - June 2010
Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Finance, Series 63, Insurance, Investments, Financial Planning, Certified Financial...
Education
Concordia College 1997 — 2001
BA, Economics
Concordia College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Israel Ministry of Finance February 2015 - Present
Private Investment Management Firm March 2013 - January 2015
State of Israel - Ministry of Finance August 2008 - August 2010
Wells Fargo Investments June 2005 - July 2008
Skills
Uniform Combined State..., Series 7, Investments, CA Insurance License, Licensing, Strategic Financial..., Wealth Management, Economics, Financial Modeling, Financial Analysis, Portfolio Management, Capital Markets, Mutual Funds, Derivatives, Banking, Bonds, Investor Relations, Analysis, Valuation, Loans, Relationship Management, Investment Strategies, Asset Allocation
Education
London School of Economics
Master of Science, Graduated "with Merit"
University of Southern California
Master of Arts, Global Communication
Cornell University
Certificate, Financial Management
San Francisco State University 2000 — 2004
BA, Radio & Television and (Double Major) Political Science
HB Fuller Company March 2014 - September 2014
Perrigo February 2011 - May 2013
Amtrak - Wilmington DE May 2010 - January 2011
AIG January 2009 - April 2010
Best Buy March 2007 - January 2009
Robert Half Intl. December 2004 - December 2006
Wells Fargo Investments January 2001 - November 2004
Skills
SAP Implementation, Accounting, Analysis, Business Intelligence, Business Analysis, Business Process..., Business Process, Financial Reporting, ERP, Internal Audit, Internal Controls, Management, SAP, Microsoft Excel, SAP FICO, SAP HR, SAP R/3, SAP SD, Sarbanes-Oxley Act, SD, Training, Testing
Education
Andrews University 1992 — 1996
BBA, Accounting
LearnSAP
Thomson Reuters Westlaw June 2014 - Present
South Metro Minneapolis Evening Rotary July 2014 - June 2015
Raymond James Financial Inc. October 2012 - May 2014
Morgan Stanley Smith Barney June 2005 - August 2012
Wells Fargo Investments 2001 - 2005
American Express Financial Advisors August 2000 - September 2001
Skills
Legal Consulting, Estate Law, Family Law, Consulting, Retirement Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Strategies, 401k Rollovers, Investment Advisory, 401k, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Asset Managment
Education
O'Gorman High School
O
Concordia University-St. Paul 2007 — 2009
BA, Marketing Management
University of Nebraska-Lincoln 1996 — 1999
Marketing
Helgesen Waterfall & Jones, PC July 2011 - Present
Mitchell & Barlow, P.C. August 2010 - July 2011
Wells Fargo Investments August 2002 - April 2007
Skills
Business, Litigation, Commercial Litigation, Real Estate, Corporate Law
Education
Brigham Young University—J. Reuben Clark Law School 2004 — 2007
GB Remanufacturing, Inc. September 2015 - Present
Walker Products Inc March 2009 - July 2015
Wells Fargo Investments August 2010 - March 2011
Skills
Automotive, Microsoft Office, Sales Management, Microsoft Excel, Advertising, New Business Development, Marketing Strategy, Budgets, Management, Leadership, Sales, Team Leadership, Social Media, Social Networking, Team Building, Event Planning, Public Speaking, Marketing, Customer Service, Product Development, Negotiation, Contract Negotiation, Entrepreneurship
Education
Chapman University 2008 — 2011
BS, Finance and Marketing
Wells Fargo Advisors, LLC. January 2011 - Present
Wells Fargo Investments June 2010 - January 2011
Wells Fargo November 2006 - June 2010
Rent-A-Center November 2002 - November 2006
Skills
Financial Services, Wealth Management, Investments, Finance, Retirement, Investment Strategies, Insurance, Loans, Customer Service, Leadership, Public Speaking, Series 7, Access, Banking, Retirement Planning, Microsoft Office
Education
California State University-Bakersfield
Master of Business Administration (MBA)
California State University-Bakersfield
Bachelor of Science (B.S.), Business Administration and Management, General
Antelope Valley College
Associate of Arts (A.A.), Business Administration
Antelope Valley College
Associate of Arts (A.A.), Letters, Arts & Sciences
Delta Air Lines September 2014 - Present
Peace Begins With Me (a small BIG peace project) January 2012 - January 2015
StayWell Health Management August 2011 - May 2014
Best Buy March 2011 - May 2011
InSite Software Solutions June 2010 - March 2011
Wells Fargo Investments August 2009 - April 2010
3M August 2007 - August 2009
Kinetic Learning July 2004 - August 2007
RedLine Marketing July 2001 - June 2004
Independent Contractor August 2000 - June 2001
Skills
Scope, Third Party Vendor..., General Public, Strategic Planning, Budgets, Workshop Facilitation, E-commerce, Project Management, Process Improvement, SharePoint, Program Management, Business Analysis, Team Building, Team Leadership, Vendor Management, Leadership, Project Planning, Change Management, Training, Strategy, Software Documentation, CRM, Management, Data Analysis, Marketing, Cross-functional Team..., Requirements Gathering, Business Process..., Six Sigma, Lean Tools
Education
University of Saint Thomas - School of Business 2006 — 2007
Certification, Project Management
Concordia University-St. Paul 2001 — 2003
B.A., Innovation and Marketing Management
JPMorgan Chase Bank, NA 2002 - Present
Morgan Stanley & Co. 1997 - 2002
Wells Fargo Investments 1994 - 1997
Education
California State University-Los Angeles
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
The Wharton School
Certification, Aresty Institute of Executive Education
Wells Fargo Institutional Retirement & Trust November 2009 - Present
Wells Fargo Small Business Marketing March 2008 - November 2009
Wells Fargo Corporate Compliance October 2005 - March 2008
Wells Fargo Investments October 2001 - October 2005
Wells Fargo Investments October 1999 - October 2001
Skills
Internal Communications, Project Management, Strategy, SharePoint, Marketing Communications, Investments, Financial Services, Copywriting, Process Improvement, Leadership, Integration, Strategic Communications, Sales, Corporate Communications, Interviews, Brokerage, Visio, Email Marketing, Retirement, Marketing Strategy, Vendor Management, Direct Marketing, Compliance, Creative Writing, Call Centers, Creative Strategy, Employee Benefits, Collaboration, Innovation, Marketing, gamification, Digital Marketing, Integrated Marketing, customer experience, Social Media
Education
Capella University 2005 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
University of Minnesota-Twin Cities 1995 — 1999
BA, Individualized Studies/Mass Communication
La Follette 1991 — 1995
Allianz Life Financial Services December 2007 - Present
Wells Fargo Investments September 2004 - 2007
ING Advisors Network 2000 - 2004
Principal Financial Group 1996 - 2000
Skills
Strategy, Business Development, Sales, Strategic Planning, Leadership, Business Process..., Coaching, Insurance, Financial Services, Wealth Management, Fixed Annuities, Training, Management, Retirement
Education
The American College
RICP, Retirement Income Certified Professional
College for Financial Planning
CRPC, Chartered Retirement Plan Consultant
The American College
ChFC, Chartered Financial Consultant
Luther Theological Seminary 1981 — 1985
MDiv, Theology and Pastoral Care
University of Minnesota-Twin Cities 1977 — 1981
BA, Psychology
The American College
CLU, Chartered Life Underwriter
St. Petersburg General Hospital April 2015 - Present
Florida Hospital Tampa March 2015 - Present
Medical Center of Trinity September 2014 - December 2014
University of Minnesota Medical Center, Fairview June 2014 - August 2014
Hammer Residences, Inc. February 2012 - May 2014
Lacrosse Global Fund Services August 2008 - March 2012
Lacrosse Global Fund Services January 2007 - August 2008
Wells Fargo Investments April 2005 - December 2006
Wells Fargo Investments September 2003 - April 2005
Skills
Occupational Therapy, Mental Health, Cognitive Assessment, Therapeutic Modalities, Customer Service, Professional..., Medication..., Hedge Funds, Analysis, Microsoft Excel, Risk Management, Training, Conflict Resolution, Internal & External..., Process Improvement, Microsoft Word, PowerPoint, Internal Controls, Interdisciplinary..., Teaching
Education
St. Catherine University 2012 — 2014
Master's degree, Occupational Therapy/Therapist
North Hennepin Community College 2011 — 2012
Pre-Occupational Therapy Studies
Bemidji State University 2010 — 2012
Pre-Occupational Therapy Studies
Winona State University 1998 — 2002
Bachelor of Science (B.S.), Finance
Minneapolis Public Schools September 2012 - Present
William Richard Associates January 2012 - January 2013
Express Scripts June 2008 - September 2010
Wells Fargo Investments January 2005 - September 2008
Skills
Public Speaking, Leadership, Public Relations, Fundraising, Coaching, Family Therapy, Group Therapy, Child Therapy, Trauma Therapy, Data Entry, Research, Team Building, Sales, Contract Recruitment, Customer Service, Microsoft Office
Education
Bethel University 2015 — 2017
Master’s Degree, Counseling Psychology
Northwestern College 2010 — 2013
Bachelor Of Science, Marriage and Family Therapy/Counseling
RIDE December 2010 - Present
Park A Bike, Inc. April 2010 - Present
Morgan Stanley Smith Barney August 2008 - May 2010
Wells Fargo Investments March 2002 - August 2008
Skills
Start-ups, Sales Operations, Sales Management, New Business Development, Business Strategy, Marketing Strategy, Strategic Planning, Team Building, Business Development, Marketing, Strategic Partnerships, Strategy, Contract Negotiation, Leadership, Budgets, Sales, Entrepreneurship, Social Media Marketing, Online Marketing, Lead Generation, Business Planning, Small Business, Public Relations, Fundraising, Marketing Communications, Leadership Development, Management, Project Planning, Social Networking, Public Speaking
Education
CSU Sacramento 2002 — 2005
Business Administration, Marketing
GoFundMe September 2015 - Present
Demandforce June 2015 - September 2015
Demandforce August 2014 - June 2015
Demandforce June 2013 - August 2014
Demandforce June 2012 - June 2013
Demandforce July 2011 - July 2012
Chase Investment Services, Corp December 2010 - July 2011
Wells Fargo Investments January 2008 - November 2010
Wells Fargo Bank December 2005 - January 2008
Wells Fargo Bank August 2004 - December 2005
Skills
Sales, Customer Service, Banking, Salesforce.com, Cold Calling, Sales Process, Direct Sales, Account Management, Financial Analysis, Sales Management, Customer Satisfaction, Marketing, Pipeline Development, Qualifying Prospects, Team Management, Management, SaaS, Strategy, Business Development, Social Networking, CRM, Lead Generation, Leadership, Sales Operations
Education
California State University-Chico 2002 — 2007
Bachelor of Arts, Liberal Studies with concentration in Special Education
National Flooring Equipment Inc. April 2014 - Present
Syand Corporation September 2011 - April 2014
Loffler Companies January 2011 - September 2011
Advance Tool August 2004 - December 2009
Techwise June 2004 - August 2004
Wells Fargo Home Mortgage April 2001 - December 2003
Wells Fargo Investments March 1999 - April 2001
Relistar June 1997 - March 1999
American Express Through IBM for CTG May 1995 - June 1997
Engineering Repro Systems March 1993 - May 1995
Skills
Windows Server, Virtualization, Servers, Active Directory, Computer Hardware, Hardware, Management, Microsoft Exchange, Software Installation, Customer Service, VPN
Education
Alexandria Technical College
Associate Degree
Wells Fargo Investments May 2013 - Present
Cub Foods April 2010 - January 2013
Wells Fargo Advisors June 2011 - August 2011
Skills
Banking, Microsoft Excel, Investments, Multitasking Skills, PowerPoint, Access, Time Management, Data Analysis, Teamwork, Microsoft Word, Customer Service, Outlook, Financial Analysis, Research, Forecasting, Prezi, Leadership
Education
St. Cloud State University 2010 — 2013
Bachelor's degree, Finance
Anoka Ramsey Community College 2008 — 2010
St. Anthony Village High School
Wells Fargo September 2013 - Present
ICON Advisers October 2005 - August 2012
ICON Advisers October 2005 - August 2012
US Bank Private Client Group February 2003 - April 2005
McDonald Investments/Key bank November 2001 - January 2003
Wells Fargo Investments April 1999 - November 2001
Smith Barney - Citibank June 1992 - March 1999
Skills
Product Development, Product Management, Product Marketing, Investment Strategies, Mutual Funds, Marketing Strategy, Asset Managment, Series 7, Product Strategy, Product Launches, Alternative Investments, Separately Managed..., Cross-functional Team..., Wealth Management, Financial Planning, Financial Analysis, Building Relationships, High Net Worth..., Investment Management, Non-profits, Fundraising, Strategic Financial..., Asset Management, Nonprofits, Marketing, Strategy, Portfolio Management, Asset Allocation, Financial Services, ETFs, Equities, Financial Advisory, Investment Advisory, Series 63, Bonds, Securities
Education
California Polytechnic State University-San Luis Obispo 1989 — 1992
BS, Finance
Carmel High School 1985 — 1987
Cypress Elem
Zinzino August 2014 - Present
Wells Fargo Home Mortgage March 2012 - September 2013
Wells Fargo Home Mortgage November 2011 - March 2012
Wells Fargo Bank October 2010 - November 2011
Wells Fargo Investments February 2010 - October 2010
Wells Fargo Investments December 2008 - February 2010
Wells Fargo Investments August 2007 - November 2008
Brian's Toys 2005 - 2006
Skills
Microsoft Word, Hyperion Enterprise, Microsoft Excel, Customer Service, Leadership, Outlook, Uniform Combined State..., DTC
Education
Augsburg College 2010 — 2012
MBA, Business
Winona State University 2002 — 2007
BA, Psychology
Principal Financial Group December 2010 - Present
Principal Financial December 2010 - Present
2003 - July 2010 January 2005 - Present
Wells Fargo Investments July 2010 - November 2010
US Bancorp Investments and Insurance 2003 - July 2010
US Bank/US Bancorp Investments and Insurance January 1999 - January 2003
US Bank and US Bancorp Investments and Insurance 1999 - 2003
Skills
Defined Benefit, Pensions, IRAs, Defined Contribution, 401k, 403b, SEP IRA, Simple IRA, Deferred Compensation..., Executive Benefit...
Education
Clark College
Business Administration
Linfield College
Business Administration and Management, General
Linfield College
Business Management
Contractors Capital Solutions, LLC October 2014 - Present
Charles Schwab January 2012 - October 2014
Wells Fargo Bank 2008 - 2011
Wells Fargo Investments 2003 - 2008
Wells Fargo Bank 1995 - 2003
Skills
Solid leadership..., Create extraordinary..., Attributes in..., Strong communication..., Management of Regional..., Exceed sales..., Leadership, Management, Banking, Finance, Financial Services, Sales, CRM, Wealth Management, Portfolio Management, Marketing Communications, Loans, Securities
Education
Fashion Institute of Design & Merchandising
Associates Degree, Interior Design
Loring Ward January 2012 - Present
Russell Investments August 2010 - December 2011
Wells Fargo Investments November 2005 - December 2009
Fifth Third Bank 2001 - 2005
Ionia County National Bank August 1998 - November 2001
Skills
Asset Allocation, Investment Advisory, Wealth Management, Series 7, Portfolio Management, Series 63, Mutual Funds, Alternative Investments, Investments, Securities, Retirement Planning, Asset Management, Equities
Education
College for Financial Planning
Alma College 1993 — 1997
Bachelor of Arts, Spanish and International Business
Ionia High School
Coldwell Banker Burnet SalesWells Fargo2002 - 2008
Wells Fargo Investments 2000 - 2008
Education
Augsburg College
Business
State Street Global Advisors November 2013 - Present
MFS Investment Management June 2013 - November 2013
WELLS FARGO ADVISORS July 2007 - June 2011
WELLS FARGO INVESTMENTS 2003 - 2007
Wells Fargo Company/Ragen MacKenzie 1999 - 2003
Skills
Series 7, Equities, Trading, Securities, Bloomberg, Equity Trading, Compliance, Investments, Financial Modeling, Portfolio Management, Risk Management, Marketing, Fixed Income, Business Process..., Asset Managment, Banking, Financial Analysis, Strategic Financial..., New Business Development, Project Management, Team Leadership, Finance, Business Strategy, Strategic Consulting, Operations Management, Written & Oral..., Capital Markets, Options, Derivatives, Investment Banking, Commodity, Bonds, Financial Services, Analysis, Electronic Trading, Back Office, Investment Management, Mutual Funds, Financial Markets, Wealth Management, Emerging Markets, Bloomberg Terminal, Investment Strategies, Trading Systems, Pricing, ETFs, FX Options, Economics, Settlement, Relationship Management
Education
Hult International Business School 2011 — 2012
MBA, International Business
Bentley University 1993 — 1997
Bachelor of Science, Economics and Finance
Royal Melbourne Institute of Technology 1996 — 1996
International Business
Opes Advisors March 2005 - Present
Wells Fargo Investments September 1994 - March 2005
Wells Fargo 1994 - 2005
Wells Fargo Private Client Services 1994 - 2005
Skills
Bonds
Education
Dartmouth College 1979 — 1983
Amazon October 2013 - Present
Amazon Web Services October 2010 - October 2013
Amazon Web Services July 2009 - October 2010
Washington Mutual 2008 - 2008
Wells Fargo Alternative Asset Management April 2005 - December 2006
Wells Fargo Investments July 2002 - April 2005
Morningstar August 2000 - March 2002
Skills
Cross-functional Team..., Product Management, Analytics, Business Planning, Financial Modeling, Cloud Computing, Program Management
Education
University of Washington, Michael G. Foster School of Business 2007 — 2009
MBA
Dartmouth College 1995 — 1999
Bachelor of Arts (BA)
Archer Financial Group, LLC March 2007 - Present
Wells Fargo Investments December 2005 - March 2007
US Bank February 2000 - November 2005
Bank One September 1996 - January 2000
Skills
Small Business, Accounting, Financial Planning, Financial Reporting, Tax, Financial Management, Retirement Planning, Cash Flow, Bookkeeping, Tax Preparation, Sales Tax, Payroll, Payroll Taxes, Managerial Finance, GAAP, Management, Internal Audit, Financial Analysis, Finance, Due Diligence, Investments, Risk Management, Financial Services, Forecasting, Business Planning
Education
University of Colorado Denver 2008 — 2009
Accounting, Accounting
Colorado State University 1995 — 1996
Economics, Economics, Accounting
University of Colorado Boulder 1993 — 1995
Economics, Economics
E*TRADE Financial Corporation March 2015 - Present
E*TRADE Financial February 2013 - Present
Brokers International Financial Services, LLC November 2010 - January 2013
Owen Financial Services July 2007 - January 2013
Mutual of Omaha February 2010 - October 2010
Wells Fargo August 2008 - January 2010
Wells Fargo Investments August 2008 - January 2010
Wells Fargo Financial July 2007 - July 2008
Enterprise Rent a Car July 2003 - June 2007
NOAA Fisheries OLE January 2002 - May 2002
Skills
Strategic Financial..., Wealth Management, Investments, Insurance, Retirement Planning, Financial Services, Series 7, Public Speaking, Relationship Management, Estate Planning, Recruiting, Sales, Training, Registered Investment..., Retirement, Financial Analysis, Fixed Annuities, Indexed Annuities, Life Insurance, Securities, Mutual Funds, Strategic Planning, Series 66, Wealth Planner, Wealth Advisor
Education
American University
Bachelor’s Degree, Communications, Economics
Palo Alto High School
60arcadegames.com & OKsellitnow.com eBay Seller Services for Folsom & El Dorado Hills, CA December 2005 - Present
E*Trade Financial January 2002 - December 2005
Taco Bell 1999 - 2002
Wells Fargo Investments 1996 - 1999
H.J. Meyers & Company 1993 - 1996
Skills
Customer Service, Sales, Series 63, Management, Investments, Risk Management, Financial Services, Series 7, Process Improvement, Team Building, Equities, Trading, Leadership, Entrepreneurship, Financial Analysis, Insurance, Real Estate
Education
California State University-East Bay 1990 — 1994
B.S. Business Administration, Finance
Ricks College 1989 — 1991
Bachelor of Science (BS), Finance, General
University of Minnesota September 2015 - Present
Concordia University, St. Paul March 2015 - Present
Anoka-Ramsey Community College & Anoka Technical College October 2010 - September 2015
Anoka-Ramsey Community College October 2008 - October 2010
Wells Fargo Investments June 2001 - October 2008
Education
Concordia University-St. Paul 2011 — 2012
Master of Business Administration, Finance, 4.00 GPA
Concordia University-St. Paul 2008 — 2010
Master of Arts, Organizational Management, 4.00 GPA
Concordia University-St. Paul 2005 — 2007
Bachelor of Arts, Organizational Management and Communication, Magna Cum Laude
UBS Financial Services, Inc. November 2010 - Present
Morgan Stanley Wealth Management June 2006 - November 2010
Wells Fargo Investments February 2005 - May 2006
Education
Azusa Pacific University 2001 — 2004
Bachelor of Science, International Business
International Business Institute 2004 — 2004
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 November 2012 - Present
Wells Fargo May 2011 - November 2012
Wells Fargo Investments March 2006 - May 2011
Wells Fargo Bank November 2004 - March 2006
Skills
Risk Management, Compliance, RCSA, Beta, Hogan, Bank Secrecy Act, Business Continuity..., Fedwire, Gap Analysis, Risk Assessment, FINRA, Securities Regulation, AML, Financial Services, Securities, Operational Risk..., UDAP, Expense Management, Mutual Funds, Operating Expenses, Expense Allocation, Banking, Financial Risk, Process Improvement
Education
Hamline University 1997 — 2001
Bachelor of Arts, International Management; Marketing
Augsburg College
Verizon Wireless June 2013 - Present
Quilt Barn Apparel and Graphics September 2008 - January 2015
TriCor Financial LLC June 2010 - August 2012
Merrill Lynch October 2008 - June 2010
Wells Fargo Investments April 2003 - October 2008
Morgan Stanley May 1997 - April 2003
Skills
Sales Management, Financial Analysis, Account Management, Highly motivated..., Direct Sales, Negotiation, Written & Oral..., Microsoft Office, Illustrator, Financial Services, District Sales..., Recruiting, Organization, Mutual Funds, Marketing, Management, Investment Advisory, Asset Allocation, Alternative Investments, Retirement Planning, Public Speaking, Customer Service, Sales, Team Building, Leadership, Sales Process, Customer Retention, Strategic Planning, Training
Education
Western Governors University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Boise State University 1994 — 1997
BS Political Science, Political Science and Government
Utah State University 1990 — 1993
Soda Springs High School 1986 — 1990
ConvaTec July 2014 - Present
Fidelity Investments January 2009 - July 2014
Principal Financial Group February 2008 - January 2009
Wells Fargo Investments March 2002 - October 2007
Harris Investorline 1999 - 2002
Skills
Investments, Financial Services, Financial Analysis, Equities, Fixed Income, Banking, Wealth Management, Bonds, Financial Risk, Accounting, Financial Forecasting, Manufacturing, Manufacturing Finance
Education
East Carolina University 2010 — 2013
MBA, Management Information Systems
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
B.S., Business Administration with Finance concentration
Southwest Airlines April 2011 - Present
Kintetsu World Express -KGIT November 2009 - April 2011
Wells Fargo Investments July 2005 - November 2009
Skills
SOA, Agile Methodologies, Java Enterprise Edition, Hibernate, XML, Web Services, PL/SQL, Java, Unix, SQL, Weblogic, Oracle, Struts, Spring, EJB, JPA, Requirements Gathering, SDLC
Education
State University of New York at Stony Brook 2002 — 2004
Master of Science, Electrical Engineering
Devi Ahilya Vishwavidyalaya 1998 — 2002
B.E., Electronics
Wells Fargo Consumer Lending Group April 2015 - Present
Wells Fargo Home Mortgage June 2013 - April 2015
Wells Fargo February 2012 - June 2013
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2010 - February 2012
Wells Fargo Investments March 2005 - January 2010
Skills
Compliance, Series 7, Investments, Problem Solving, Excel, Risk Management, Microsoft Office, Analysis, Research, Documentation, Series 63, Series 9, Series 10, Risk Analysis, Fraud Investigations, Risk, Trading, Options, Project Management, Regulatory Reporting, Compliance Regulations, FINRA, Software Documentation, Fixed Income, Financial Risk, Mutual Funds, Management, Finance, Securities, Training, Banking, Financial Services, AML, Process Improvement, Leadership
Education
Augsburg College 2006 — 2009
MBA, Finance
Bethel University 1998 — 2000
BA, Business Management
University of St. Thomas
Mini Master of Project Management
TKDA August 2011 - Present
TKDA July 2005 - Present
SEH December 1993 - June 2005
Wells Fargo Investments November 1989 - November 1993
Skills
Budgets, Deltek, Process Improvement, General Ledger, Financial Reporting, Accounts Receivable, Accounting, Strategic Planning, Accounts Payable, Managerial Finance, Analysis, Management, Leadership, Contract Management, Access, Forecasting, Microsoft Excel, Financial Analysis, Variance Analysis, Auditing, Financial Accounting, GAAP, Internal Controls, Year-end Close, Financial Statements, Cost Accounting, Account Reconciliation, Sarbanes-Oxley Act, Payroll, Monthly Close, QuickBooks, Finance
Education
Concordia University-St. Paul 1984 — 1988
Accountng
PayPal June 2006 - Present
PayPal an Ebay Company March 2004 - Present
US Bank March 2002 - March 2004
Wells Fargo Investments December 2000 - March 2002
Merrill Lynch August 1999 - December 2000
International Market Acquisitions August 1995 - December 1998
Skills
ACH, E-payments, Internet Banking, Budgets, Business, E-commerce, Payment Industry, Mobile Commerce, Sales, Mobile Payments, Go-to-market Strategy, Management, Call Center, Acquiring, Analytics, Mobile Applications, Risk Management, Program Management, Finance, Small Business, Multi-channel Marketing, SaaS, Payments, Debit Cards, Financial Risk, Business Relationship..., Product Management, Credit Cards, Marketing, Customer Experience, CRM, Merchant Services, Marketing Strategy, Payment Services, Strategic Partnerships, Affiliate Marketing, Fraud Detection, Strategy, PCI DSS, Business Development, Mobile Devices, Fraud, Chargebacks, Start-ups, Transaction Processing, Analysis, Executive Management, Payment Gateways, Salesforce.com, Mobile Internet
Education
Bellevue University 2008 — 2012
MBA, Management Information Systems
Shizouka University 1993 — 1994
International Business, World Economics and International Finance
University of Nebraska at Omaha 1989 — 1994
Batchelor of Arts, International Business & Finance
The University of Texas at Tyler August 2015 - Present
University of Illinois Champaign-Urbana August 2009 - May 2015
Brigham Young University 2007 - August 2009
Wells Fargo Investments 2004 - 2007
Skills
Microsoft Word, SPSS, Data Analysis, Organizational..., Leadership Development, Organizational Behavior, Organizational..., Microsoft Office, Management, Higher Education, Strategy, Stata, Statistics, Research
Education
University of Illinois at Urbana-Champaign 2009 — 2012
PhD, Organizational Behavior
Brigham Young University 2007 — 2009
MBA, Organizational Behavior & Human Resources
Kansas State University 2000 — 2004
BA Business Administration, Marketing
A Nationally Recognized Bank September 2010 - Present
ROI Home Solutions August 2009 - February 2010
The Occasions Group August 2008 - July 2009
Rust Consulting, Inc April 2007 - July 2008
Wells Fargo Investments July 2002 - May 2007
Education
Augsburg College 2005 — 2007
MBA, Business Administration
St. Cloud State University 1992 — 1997
B.S., Elementary Education
National Investment Services, Inc. August 2012 - Present
American Portfolios December 2010 - August 2012
Wells Fargo Investments April 2008 - February 2011
VALIC Financial Advisors, Inc August 2005 - August 2007
Wachovia Securities, LLC June 1999 - August 2005
Capital Management January 1997 - April 1999
Euro-American Trading Partners, Ltd November 1994 - April 1999
Skills
Equities, Portfolio Management, Investments, Mutual Funds, Finance, Trading, Securities, Fixed Income, Bonds, Series 7, Options, Financial Planning
Education
University of Washington 2008 — 2010
Bachelors, Business Administration - Finance
The University of Texas at San Antonio 1982 — 1986
College for Financial Planning
Florida State Health
Bremer Bank May 2015 - Present
Bremer Bank January 2014 - May 2015
Bremer Bank October 2008 - December 2013
Bremer Bank November 2006 - October 2008
Wells Fargo Investments April 2001 - November 2006
Skills
Vendor Management, Banking, Project Management, Team Building, Investments, Customer Service, Portfolio Management, Software Documentation, Process Improvement, Asset Managment, Microsoft Office, Governance, Coaching, Retail Banking, Strategic Financial..., Relationship Management, Risk Management, Business Analysis, Policy, Asset Management, Change Management, Business Process..., Management, SDLC, Relationship Marketing, Financial Services, Strategic Planning
Education
Bemidji State University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Marketing, Computer Science, Psychology
University of Minnesota-Duluth 1996 — 1997
Robert W. Baird & Co. June 2014 - Present
McAdams Wright Ragen 2014 - June 2015
Merrill Lynch March 2012 - May 2013
Wells Fargo Advisors January 2007 - March 2012
Wells Fargo April 2004 - December 2006
Wells Fargo Investments December 2000 - March 2004
Wells Fargo Investments January 1997 - December 2000
Skills
Securities, Investments, Portfolio Management, Fixed Income, Equities, Asset Allocation, Series 7, Trading, Microsoft Excel, Bonds, Financial Markets, Financial Planning, Analysis, Wealth Management, Financial Analysis, Series 63, Finance, Retirement Planning, Risk Management, Options, Alternative Investments, Investment Management, Financial Services, Financial Reporting, Structured Products, Relationship Management, Series 65, ETFs, Wealth Management..., Financial Modeling, High Net Worth..., Bloomberg, Financial Accounting, Financial Advisory, Asset Management, Cash Management, Valuation, Mutual Funds, Banking, FINRA, Investment Advisory, Uniform Combined State..., Trading Systems, Investment Strategies, 401k, Retirement, Private Banking, Separately Managed..., Insurance, Fixed Annuities
Education
California State University-Bakersfield 1988 — 1993
B.S., Business Administration (Finance)
Wells Fargo Investments April 2007 - Present
Wells Fargo Bank 2005 - 2007
Education
California State University-Chico 1999 — 2005
Syngenta March 2013 - Present
Syngenta July 2011 - March 2013
Syngenta September 2008 - July 2011
Metropolitan State University March 2006 - April 2008
Wells Fargo Investments 2007 - 2007
Skills
Business Planning, Business Strategy, Forecasting, Strategy, Financial Modeling, Business Analysis, Analysis, Finance, Change Management, Management, Competitive Analysis, SAP, Business Process, Auditing, Pricing, Agriculture, Agribusiness, Process Improvement, Strategic Planning
Education
Metropolitan State University 2006 — 2008
Master of Business Administration (MBA), Finance, General
National Agricultural University of Ukraine, Kyiv 2000 — 2004
Bachelor's degree, International Business Management
LA Fellows September 2010 - Present
Trade Commisioner of Ecuador October 2009 - March 2010
First Private Bank & Trust June 2008 - March 2009
So Cal AMA 2002 - 2009
Wells Fargo Investments April 2000 - January 2008
Education
University of California, Los Angeles 2009 — 2009
Marketing
California Lutheran University
MBA, Marketing and Finance
California State University-Northridge
Arizona College August 2013 - Present
EDMC June 2012 - October 2013
Independant Consultant August 2008 - June 2012
Wells Fargo Investments 2007 - 2008
Chase Investment Services 2004 - 2007
ING 2000 - 2004
American Express 1989 - 1992
GMAC 1989 - 1990
Skills
Strategic Planning, Leadership, E-Learning, Higher Education, Staff Development, Leadership Development, Program Management
Education
University of Phoenix
Master of Arts (MA), Higher Education/Higher Education Administration
Arizona State University 1987 — 1988
George Mason University 1980 — 1984
United States Naval Academy 1984 — 1984
United States Naval Academy 1980 — 1983
Charles Schwab January 2012 - Present
Wells Fargo Investments October 2007 - March 2011
schwab fixed income 1994 - 2006
Skills
Trading, Bonds, Portfolio Management, Insurance, Fixed Income, Investments, Mutual Funds, Investment Strategies, Equities, Asset Allocation, Series 63, Customer Service, Series 7, Leadership, Capital Markets, Asset Management, Process Improvement, Vendor Management, Management, Microsoft Excel, Strategic Financial..., Investment Advisory, Bloomberg, Securities, Retirement Planning, Risk Management, Strategic Planning, Wealth Management, Banking, Finance, Series 24, Uniform Combined State..., Change Management, Project Management, Program Management, Wealth Management..., Structured Products, Bloomberg Terminal, ETFs, Options, Microsoft Office, Sales Management, Financial Markets, Financial Services, Sales, Financial Advisory, Equity Trading, Alternative Investments, Retirement, Electronic Trading
Education
Dominican University of California 1980 — 1984
Bachelor of Arts (B.A.), International Business
Sweet Dreams Bakery, Inc. May 2007 - Present
Wells Fargo Investments May 2003 - September 2006
Nike August 1999 - September 2003
Skills
Retail, Store Management, Customer Service, Strategic Planning, Marketing, Merchandising, Budgets, Sales, Marketing Strategy, Social Networking
Education
California Culinary Academy 2006 — 2007
Certificate, Baking & Pastry Arts
San Francisco State University 1998 — 2002
Bachelor of Science, Finance and Banking
Skyline College 1996 — 1998
Associate of Arts, Liberal Arts
Level 3 Communications January 2014 - Present
TelePacific Communications June 2013 - January 2014
Staples Advantage November 2011 - June 2013
BancWest Investment Services February 2011 - November 2011
Wells Fargo Investments January 2006 - February 2011
White Directory Publishers August 2003 - December 2005
Skills
B2B, New Business Development, Account Management, Sales Presentations, Business Development, Cold Calling, Sales Operations, VoIP, Territory Management, Technology, Salesforce.com, Phone Skills, Consultative Sales..., Solution Selling, Relationship Management, Company Profiling, Team Building, Cross Selling, Value Based Selling, Strategic Selling, Presentation Coaching, Customer Service, Community Outreach, SIP Trunking, MPLS Networking, Telecommunications, IP VPN
Education
Edinboro University of Pennsylvania 2000 — 2003
B.A., Business Administration
Merrill Lynch June 2008 - Present
Wells Fargo Investments February 2007 - June 2008
Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Portfolio Management, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Retirement Planning, Banking, Investment Strategies, Fixed Income, Asset Managment, Securities, Equities, Alternative Investments
Education
California State University-Hayward 2005 — 2007
Master of Public Administration (M.P.A.), Public Management
University of California, Santa Barbara 2001 — 2005
Bachelor of Arts (B.A.), Law and Society
Galliard Capital Management September 2013 - Present
Wells Capital Management January 2011 - Present
Wells Fargo Advantage Funds April 2007 - January 2011
Wells Fargo Investments May 2005 - December 2006
Wells Fargo November 2003 - May 2005
Skills
Mutual Funds, Securities, Investments, Risk Management, Brokerage, Equities, Asset Managment
Education
Cardinal Stritch University 2007 — 2009
Business Mangement, Business
Looking for opportunities in Financial Services Financial ConsultantE*TRADE FinancialJune 2005 - July 2015
Wells Fargo Investments May 2001 - June 2005
Janus Capital Group March 1996 - March 2001
janus Capital group 1996 - 2001
Payless Drug 1989 - 1996
Skills
Retirement Planning, Mutual Funds, Series 63, Wealth Management, Series 7, Series 24, Uniform Combined State..., Asset Allocation, Finance, Investments, Financial Advisory, Life Insurance, Fixed Income, Securities, 401k, 401 K Rollovers, IRA's, Roth IRA, Financial Planning, Retirement Savings, Simple IRA, SEP, Rollovers, Managed Accounts, Model Portfolios, Retail Brokerage, Series 66, Chartered Retirement..., Financial Services, Asset Management, Portfolio Management, Fixed Annuities, Unified Managed Accounts
Education
Adams State University 1984 — 1987
Bachelor of Science, Biology, Business Management
La Junta High School 1979 — 1982
College for Financial Planning
Chartered Retirement Planning Counselor, Chartered Retirement Planning Consultant
Kipp Financial Group September 2015 - Present
Ventura County Community College District August 2006 - Present
Union Bank October 2013 - September 2015
Citi January 2012 - November 2013
Wells Fargo Investments June 2008 - December 2012
Wamu Investments 2006 - 2008
Skills
Finance, Investments, Portfolio Management, Wealth Management, Financial Planning, Financial Analysis, Retirement Planning, Financial Services, Mutual Funds, Banking, Asset Allocation, Customer Service, Strategic Financial..., Financial Modeling, Loans, Asset Management, Equities, Risk Management, Financial Advisory, Series 7, Mortgage Lending, Credit, Marketing, Series 63, Investment Advisory, Securities, Small Business, Investment Strategies
Education
San Francisco State University 2008 — 2009
CFP, Certified Financial Planner
CSU east bay
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Chico
Bachelor of Science (BS), Business/Managerial Economics
Wells Fargo Investments March 2006 - Present
Wells Fargo 2000 - Present
Skills
Data Center, Disaster Recovery, Vendor Management, Integration, Visio, Cisco Technologies, Network Security, Unix, ITIL, VoIP, System Deployment, DNS, Networking, Servers, SDLC, Virtualization, Business Analysis, Security, VMware
Education
DeVry University-Illinois 1989 — 1992
BS, Telecommunications Engineering
Target April 2012 - Present
Wells Fargo Investments October 2011 - April 2012
ADC November 2007 - September 2011
CMG Worldwide October 2005 - November 2007
Metris Companies August 2003 - October 2005
Skills
Process Improvement, SAP, Business Intelligence, ERP, Sarbanes-Oxley Act, Financial Reporting, Integration, Hyperion Enterprise, Project Management, SAP BW, Internal Audit, Finance, Business Analysis, Business Objects, Business Process..., Forecasting, SAP R/3, Hyperion, SAP ERP
Education
Capella University 2001 — 2004
MBA, Financial Management
University of Wisconsin-Platteville
Bachelor of Business Administration (BBA), Finance and Accounting
Montecito Bank & Trust November 2011 - Present
Wells Fargo Wealth Management Group January 2004 - October 2011
Wells Fargo Investments January 1999 - January 2004
Wells Fargo Investments July 1992 - December 1998
PAMCO Securities October 1990 - June 1992
IDS Financial Services September 1989 - October 1990
Education
Loyola Marymount University 2000 — 2002
MBA, Finance
California State University-Long Beach 1979 — 1985
B.A., Communications
Savannah High 1977 — 1979
High School Diploma
College for Financial Planning
CFP(R), Financial Planning
Investment Management Consultants Association
CIMC®, CPWA®, Investments
BMO Capital Markets January 2015 - Present
PwC July 2014 - January 2015
PwC July 2012 - June 2014
Carnegie Mellon Tepper School of Business August 2010 - May 2012
Algorithmics May 2011 - August 2011
Wells Fargo Bank September 2006 - September 2010
Wells Fargo Bank May 2004 - September 2006
Wells Fargo Bank January 2003 - May 2004
Wells Fargo Investments January 2000 - February 2002
Morgan Stanley 1999 - 2000
Skills
Financial Modeling, Derivatives, Risk Management, Hedging, Quantitative Analytics, Strategic Planning, Interest Rate Risk..., Financial Regulation, ALM, Problem Solving, Technology, Corporate Governance, Interest Rate, Interest Rate Swaps, Liquidity Management, Portfolio Management, Basel II, Basel III, SIFMU Regulation, Capital Markets, Fixed Income, Financial Risk, Market Risk, Financial Markets, Banking, Finance, Investment Banking, Rates, Trading, Financial Analysis, Valuation, Financial Services, Management
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA, Finance and Economics
Arizona State University 2004 — 2005
B.S., Global Business Information Systems
Self Employed January 2010 - Present
John Hancock Financial Network January 2010 - April 2012
Wells Fargo Investments May 1998 - January 2010
Principal Financial Group March 1995 - May 1998
Skills
Retirement Planning, Retirement, Wealth Management, Investment Advisory, Fixed Annuities, Securities, Investment Management, 401k, Series 63, Strategic Financial..., Portfolio Management, Investments, Asset Managment, Insurance
Education
College for Financial Planning 1987 — 1989
Certified Financial Planner
University of Minnesota-Twin Cities 1979 — 1983
Bachelor of Arts, Communications
Rakuten Marketing March 2015 - Present
Instafluence 2014 - 2015
Fullscreen, Inc May 2013 - June 2013
Skullcandy Inc. January 2013 - April 2013
Ellsworth & Co. September 2009 - August 2012
Wells Fargo Investments September 2006 - September 2009
Skills
Entrepreneurship, Web Analytics, Marketing Strategy, Business Strategy, Social Media, SaaS, Market Research, Start-ups, Analytics, Strategy, Management Consulting, Financial Analysis, Brand Management, Venture Capital, Project Management, Online Marketing, Marketing, Business Development, SiteCatalyst, Social Analytics, Web Interface Design, Digital Marketing, Cross-functional Team..., Product Development, CRM, Omniture, Management, Product Marketing
Education
Brigham Young University 2012 — 2014
Master of Business Administration (MBA), Strategy and Marketing
Brigham Young University - Idaho 1999 — 2005
BS, Business Finance
Ameriprise Financial October 2014 - Present
Questar Capital September 2013 - October 2014
ING December 2012 - September 2013
Wells Fargo Advisors September 2012 - December 2012
Wells Fargo Advisors August 2009 - September 2012
Wells Fargo Investments January 2009 - August 2009
Wells Fargo Investments June 2005 - January 2009
Wells Trade 2000 - 2005
Wells Trade July 2000 - May 2002
KDUZ/KKJR Radio May 1997 - March 2000
Skills
Securities, Investments, Call Center, Wisdom, Beta, Hogan, CEO, Microsoft Office, DisputeMax, Access, Asset Allocation, Analysis, Banking, Call Centers, Customer Service, FINRA, Finance, Financial Services, Leadership, Retirement Planning, Mutual Funds, Software Lifecycle, Trading, Risk Management
Education
North Hennepin Community College 2012 — 2013
Microsoft Career Essentials
Brown College 1996 — 1997
TV/ Radio Broadcasting, Radio
Anoka Ramsey Community College 1992 — 1994
Generals
Irondale High School 1989 — 1992
Diploma
Wells Fargo Advisors March 2008 - Present
Wells Fargo Investments March 2008 - Present
Monsanto 1999 - 2007
Kraft Foods 1988 - 1993
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Forecasting, Finance, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Financial Audits, Financial Planning, Strategy
Education
Lindenwood University 1987 — 1989
MBA, Business Admin/Accounting
Drury University 1984 — 1987
BA, Business Admin/Economics
St. Dominic
Ameriprise Financial Services, Inc. November 2010 - Present
Wells Fargo Institutional Brokerage and Sales March 2008 - May 2009
Wells Fargo Investments December 2006 - March 2008
Wells Fargo Investments March 2006 - December 2006
Pine County Sheriff's Office May 2005 - February 2006
Wystar Global Retirement Services November 2003 - December 2005
State of Minnesota Department of Corrections December 2004 - May 2005
PFPC, an Affiliate of PNC Bank September 2002 - November 2003
PFPC, an Affiliate of PNC Bank May 2001 - September 2002
Ramsey County Sheriff September 1996 - May 2000
Skills
Securities, Mutual Funds, Investments, Portfolio Management, Project Management
Education
Hamline University 2008 — 2010
Masters, Business Administration
West Chester University of Pennsylvania 2000 — 2002
BS, Finance
Century College 1991 — 1994
AAS, Law Enforcement/Business Courses
Saint Thomas University
Mini MBA Certification, Project Management
Philip Xanthopoulos, CFP June 2011 - Present
Alamo Capital May 2011 - June 2011
Wells Fargo Investments May 2006 - November 2009
Merrill Lynch 2004 - 2006
Advest 2004 - 2006
Lebenthal 2004 - 2006
Prudential Securities 1983 - 2004
Skills
Securities, Series 7, Investments, Wealth Management, Financial Analysis, Financial Services, Insurance, Financial Advisory, Mutual Funds, Asset Managment, Equities, Portfolio Management, Series 63, Fixed Income, Management, Leadership, Investment Management, Finance, Financial Risk, Asset Management, Investment Advisory, Strategic Financial..., Asset Allocation, Alternative Investments, Banking, Investment Strategies, Retirement Planning
Education
Penn State University 1963 — 1966
BA
Valley Forge Military Academy & College 1959 — 1964
College for Financial Planning
CFP
4086 Advisors 2008 - Present
4086 Advisors 2006 - 2008
4086 Advisors 2003 - 2006
Conseco Capital Management 1999 - 2003
Wells Fargo Investments 1998 - 1999
Skills
Fixed Income, Portfolio Management, RMBS, CMBS, ABS, Asset Management
Education
Ball State University 1995 — 1998
B.S., Finance
Olivet Nazarene University 1993 — 1994
Banking July 2006 - Present
Wells Fargo Investments May 2004 - July 2006
Education
Clark College 1996 — 2001
Umpqua Bank October 2009 - Present
Wells Fargo Bank May 1995 - September 2009
Wells Fargo Investments May 1995 - May 2004
Skills
Regulatory Compliance..., Banking, AML, Risk Management, Financial Risk, Bank Secrecy Act, Enterprise Risk..., Wealth Management, Series 7, OFAC, Mutual Funds, Investment Advisory
Education
ABA Stonier Graduate School of Banking 2013 — 2015
Stonier Diploma, Banking and Executive Leadership
ABA Stonier Graduate School of Banking and Wharton School of the University of Pennsylvania 2013 — 2015
Wharton Leadership Certificate, Executive Leadership
Golden Gate University 2001 — 2004
Bachelors, Business
CliftonLarsonAllen Wealth Advisors, LLC February 2011 - Present
Wells Fargo Investments September 2007 - February 2011
Wells Fargo Investments August 2003 - September 2007
Wells Fargo Investments January 2001 - August 2003
Skills
Microsoft Excel, Checkfree APL, Advent Axys
Education
Drake University 1996 — 2000
BS, Finance
Citi February 2014 - June 2015
Ameriprise Financial Services, Inc. June 2009 - May 2013
Wells Fargo Investments January 2005 - July 2009
Skills
Financial Advisory, Strategic Financial..., Financial Reporting, Recruiting, Business Coaching, Leadership Development, Business Development, Wealth Management, Series 7, 9, 10, 24, 63..., CA Life & Health, Marketing, Investment Advisory, Financial Services, Retirement Planning, Wealth Management..., Strategy, Leadership, Mergers & Acquisitions, Finance, Management, Business Planning, Training, Sales, Investment Management, Financial Planning, Investments, Mutual Funds
Education
California State University, Fresno 1986 — 1991
BS, Business, Marketing Option
Roxbury Capital Management November 2012 - Present
Thrivent Financial for Lutherans November 2011 - November 2012
Thrivent Financial for Lutherans February 2010 - November 2011
Thrivent Financial for Lutherans March 2007 - April 2011
Thrivent Financial for Lutherans March 2007 - August 2007
Wells Fargo Investments August 2005 - March 2007
Skills
Series 63, Series 24, Series 53, Series 66
Education
Capella University 2008 — 2010
MBA, Finance
Iowa State University 2001 — 2005
BS, Finance
Ameriprise Financial Services, Inc. May 2013 - Present
Ameriprise Financial December 2011 - May 2013
Wells Fargo Investments November 2007 - August 2010
TD Ameritrade Institutional 2005 - 2007
Education
Concordia College
Minnesota State University, Mankato
Bailard, Inc. December 2013 - Present
Bailard Inc July 2013 - December 2013
Savitr Capital November 2010 - February 2013
BNY Mellon November 2005 - November 2009
Wells Fargo Investments June 2000 - July 2005
Sutro & Co August 1999 - June 2000
Franklin Templeton Investments February 1998 - June 1999
BARABAN SECURITIES INC January 1995 - December 1997
Skills
Electronic Trading, Securities, Fixed Income, Back Office, FX Spot, FX Swaps, Global and Domestic..., Cash, Trade and...
Education
California State University-Long Beach
BA, Home Economics
Century 21 M&M & Associates February 2012 - Present
REALTY EXECUTIVES April 2009 - February 2012
AR Asset Management, Inc. November 2006 - September 2007
Wells Fargo 1995 - 2007
Wells Fargo Investments October 1995 - November 2006
Skills
Short Sales, Residential Homes, REO, Investment Properties, Real Estate, Investors, Investments, Foreclosures, Property, Loans, Portfolio Management, Sellers, Listings, First Time Home Buyers, Commercial Real Estate
Education
California State University Stanislaus 1985 — 1991
B.A., Accounting, Finance, Economics, Computer
Merced High School
Merced High School
Wells Fargo November 2014 - Present
Wells Fargo April 2004 - November 2014
Wells Fargo Investments October 2000 - April 2004
American Express Financial Advisors July 1998 - October 2000
Skills
Needs Analysis, Learning Management, Performance Consulting, Instructional Design, Blended Learning, Training Delivery, Call Centers, Organizational..., E-Learning, Series 7, Learning Management..., Career Development, FINRA Series 7 and 63..., Instructor-led Training, Employee Training, Talent Management, Performance Improvement, Organizational Learning, Distance Learning, Performance Measurement, Virtual Instructor Led..., Formation Evaluation, Program Evaluation, Learning Strategy, Team Building, Coaching, Leadership
Education
Boise State University 2010 — 2014
M.S., Organizational Performance and Workplace Learning
Boise State University 2010 — 2014
Graduate Certificate in Workplace Performance Improvement
Columbia College 2006 — 2008
BA, Psychology
Salt Lake Community College 1995 — 1997
General Ed and Business
PowerObjects October 2013 - Present
The Prouty Project March 2012 - October 2013
Plymouth Industries January 2012 - February 2012
Greater Twin Cities United Way October 2011 - January 2012
Wells Fargo Investments August 2011 - October 2011
Foss Swim School August 2009 - September 2011
Wells Fargo March 2011 - August 2011
Little Brothers - Friends of the Elderly March 2010 - March 2011
Carleton College June 2007 - June 2009
Carleton College September 2006 - June 2009
Skills
Writing, Event Planning, Event Marketing, Social Media Marketing, Editing, Newsletters, Office Administration, Research, Social Media, Marketing Strategy, Marketing, Copywriting, Web Content, Marketing Communications, SEO, Client Services, Advertising, Web Marketing, Fundraising, Customer Service, Mobile Content, Content Management, Content Strategy, WordPress, Contact Center..., Content Development, Contact Center Strategy, Parature, Web Content Management
Education
Carleton College 2005 — 2009
B.A., American Studies, Political Economy
Werner Enterprises August 2012 - Present
United Nations June 2011 - July 2012
Wells Fargo Investments February 2011 - June 2011
Deloitte Consulting November 2010 - February 2011
TEKsystems 2011 - 2011
Oracle Corporation April 2010 - November 2010
Interval International February 2009 - March 2010
YGOY 2005 - 2006
Skills
PeopleSoft, PeopleTools, PeopleCode, Oracle
Education
City University of New York 2007 — 2008
Anna University 2000 — 2004
Bachelor of engg, Electronics and communication
Zero Emission Consulting July 2015 - Present
Bandon River Capital June 2015 - Present
Agra Risk Solutions Inc. October 2014 - Present
One World Financial Partners October 2013 - September 2014
RJM International LLC July 2011 - January 2014
Guzman & Company April 2005 - May 2012
Banc of America Securities 2003 - 2004
Wells Fargo Investments 2001 - 2003
Salomon Smith Barney 2000 - 2001
PaineWebber 1999 - 2000
Skills
Series 7, Series 24, Series 63, Series 65, series 79, MBS Certified, New York..., CFA Candidate, Economics, Capital Markets, Financial Advisory, Investment Management, Securities, Fixed Income, Institutional..., Financial Markets, Investment Banking, Bloomberg, Banking, Financial Institutions, Finance, Alternative Investments, Private Equity, Project Finance, Strategic Partnerships, Investor Relations, Financial Services, Investment Advisory, Commodity, Investments, Bonds
Education
DePaul University
BS, Finance
Florida Institute of Technology
Business
JPMorgan Private Bank May 2010 - Present
JP Morgan May 2010 - December 2011
Wells Fargo Investments December 2005 - May 2010
Skills
Mutual Funds, Series 24, Series 7, Series 63, Fixed Income, Equities, Supervisory Experience, Banking, Financial Services, ETFs, Securities, Bonds, Investment Strategies
Education
Arizona State University
Bachelor of Arts (B.A.), History, Summa Cum Laude
Wells May 2012 - Present
Wells Fargo Advisors, LLC July 2009 - September 2011
Wells Fargo Investments August 2009 - July 2010
Wells Fargo Advisors, LLC 2009 - 2010
Wells Fargo Bank 2008 - 2009
Wells Fargo Bank 2008 - 2009
Washburn Computer Group 2006 - 2008
Wells Fargo Phone Bank 2003 - 2005
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Securities, Investments, FINRA, 401k, Options, Wealth Management, Banking, Retirement, Bonds, Brokerage, Equities, IRAs
Education
Anoka Ramsey Community College
International Business, Business & Economics
Merrill Lynch October 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Morgan Stanley Smith Barney March 2008 - September 2011
Ameriprise Financial September 2007 - March 2008
Wells Fargo Investments January 2007 - May 2007
Piper Jaffray Inc. 1982 - 2006
Education
Augsburg College
Bachelor of Arts, Accounting
Wells Fargo Trust SR Business Systems AnalystAmeriprise Financial Services, Inc.2012 - 2013
Wells Fargo Investments 1999 - 2010
Education
Anoka Ramsey Community College
The Mutual Fund Store November 2012 - Present
TD Ameritrade September 2007 - November 2012
Wells Fargo Investments May 2006 - September 2007
Charles Schwab 1998 - 2005
Skills
Series 3, series 4, Series 7, Series 8, Series 24, Series 63, Series 66, Sales, Sales Presentations, Investment Portfolio, Wealth Management, Trading, Derivatives, Options Strategies, Fixed Income, Public Speaking, Mutual Funds, Investments, Options, Retirement Planning, Personal Financial..., FINRA, Strategic Financial..., Financial Markets, Technical Analysis, Risk Management, Asset Allocation, Portfolio Management, Securities, Asset Management, Investment Advisory, Alternative Investments, Equities, Finance, Financial Advisory, Investment Strategies, Social Security, Banking, Retirement, Financial Services, Bonds, Credit, Hedge Funds, 401k, Investment Management, Hedging, IRAs, Estate Planning, Stocks, Capital Markets
Education
Arizona State University
Bachelor of Science (B.S.), Finance
LaCasita Mexican Restaurant January 2007 - Present
LaCasita Mexican Restaurant January 2007 - January 2012
Rail Station Bar & Grill May 2004 - May 2006
Rail Station Bar & Grill May 2004 - May 2006
Wells Fargo May 2000 - May 2003
Wells Fargo Investments May 2000 - May 2003
Education
Augsburg College 1998 — 2000
Bachelor of Arts, Finance
Augsburg College
Bachelor of Arts, Finance
Minneapolis Community and Technical College 1996 — 1999
Associate of Arts, Business, 3.8
DST Systems September 2012 - Present
Wells Fargo Advisors January 2011 - August 2012
Wells Fargo Investments August 2006 - January 2011
Wells Fargo Investments March 2004 - August 2006
Wells Fargo Investments January 2002 - March 2004
Sentry Insurance October 2000 - September 2001
TCF Bank March 2000 - October 2000
Piper Jaffray June 1998 - March 2000
Skills
Mutual Funds, Risk Management, Investments, Banking, Financial Services, Process Improvement, Securities, Series 7, Customer Service, Management
Education
Bemidji State University 1998 — 2003
Bachelor's Degree, Business Administration: Emphasis Marketing
David Evans and Associates, Inc. October 2012 - Present
Wells Fargo Investments December 2009 - May 2012
Wells Fargo Bank January 2001 - December 2008
Skills
Technical Support, Operating Systems, Laptops, Printers, Blackberry, Desktop Computers, Microsoft Office
Education
California State University-Hayward 1992 — 1994
Bachelor's degree, Business Administration/Finance
Wells Fargo Investments 2008 - Present
Skills
Series 7, Series 63, Securities, Mutual Funds, Wealth Management, Fixed Income, Series 24, Investments, FINRA, Equities, Series 65, Asset Allocation, Retirement Planning, Portfolio Management, Uniform Combined State...
Education
Duke University
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)