Wells Fargo Securities
Industry: Capital market company
DescriptionHeadquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Fargo Securities, LLC Subsidiaries: Barrington Associates, Van Kasper Advisors
Wells Fargo Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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2,523 Wells Fargo Securities employees in database. Find out everything there's to know about Wells Fargo Securities employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Securities Employees
Employee
Years
Job
Industry
Heather Berscheit Heather Berscheit's Wells Fargo Securities Experience April 2001 - Present
Job Registered Sales Assistant Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2001 - Present
Wells Fargo Securities 1998 - Present
Skills
Series 7, Series 63, Securities, Fixed Income, Equities, Mutual Funds, Investments, Bloomberg, Wealth Management, FINRA, Asset Allocation, Trading
Education
The College of St. Scholastica 2002 — 2004
Master's degree, Management
St. Olaf College
Bachelor of Arts (B.A.), Economics
Wells Fargo Securities April 2001 - Present
Wells Fargo Securities 1998 - Present
Skills
Series 7, Series 63, Securities, Fixed Income, Equities, Mutual Funds, Investments, Bloomberg, Wealth Management, FINRA, Asset Allocation, Trading
Education
The College of St. Scholastica 2002 — 2004
Master's degree, Management
St. Olaf College
Bachelor of Arts (B.A.), Economics
Rocco Scundi Rocco Scundi's Wells Fargo Securities Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - August 2015
Merrill Lynch March 2014 - August 2014
Spencer Trask May 2013 - August 2013
University of St. Thomas September 2012 - June 2013
U.S. Lacrosse April 2012 - January 2013
Hillcrest Golf Club April 2007 - August 2012
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Finance, General
Hill-Murray High School 2008 — 2012
Wells Fargo Securities June 2015 - August 2015
Merrill Lynch March 2014 - August 2014
Spencer Trask May 2013 - August 2013
University of St. Thomas September 2012 - June 2013
U.S. Lacrosse April 2012 - January 2013
Hillcrest Golf Club April 2007 - August 2012
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Finance, General
Hill-Murray High School 2008 — 2012
Randy Prather's Wells Fargo Securities Experience November 2013 - Present
Job MBA, PMP Project Manager
Industry Management Consulting
Experience
Wells Fargo Securities November 2013 - Present
Ventureprise April 2013 - November 2013
Lennar August 2011 - November 2013
DR Horton April 2010 - August 2011
Carolina Roofing and Restoration June 2009 - January 2010
Permits Period April 2008 - December 2008
Centex Homes August 2006 - April 2008
Sirva Relocation January 2004 - May 2005
Taylor University September 2000 - December 2003
Indianapolis Marion County Public Library September 1998 - July 2000
Skills
Microsoft Office, Analysis, Databases, Process Scheduler, Purchasing, Contract Negotiation, Construction, Customer Service, Microsoft Excel, Budgets, JD Edwards, Construction Management, Sales, Process Improvement, Value Engineering, Microsoft Word, Negotiation, Forecasting, Outlook, PowerPoint, Project Management, Strategist, Consultation, CRM databases, Scope Management, Budget Monitoring, Budget Reconciliation, Schedule Control, Program Management, Management, Project Planning, Change Management, Procurement, Strategy
Education
Strayer University (DC) 2010 — 2013
Masters, Business Administration, 3.8
Taylor University 2000 — 2003
BA, Religion, 3.5
Wells Fargo Securities November 2013 - Present
Ventureprise April 2013 - November 2013
Lennar August 2011 - November 2013
DR Horton April 2010 - August 2011
Carolina Roofing and Restoration June 2009 - January 2010
Permits Period April 2008 - December 2008
Centex Homes August 2006 - April 2008
Sirva Relocation January 2004 - May 2005
Taylor University September 2000 - December 2003
Indianapolis Marion County Public Library September 1998 - July 2000
Skills
Microsoft Office, Analysis, Databases, Process Scheduler, Purchasing, Contract Negotiation, Construction, Customer Service, Microsoft Excel, Budgets, JD Edwards, Construction Management, Sales, Process Improvement, Value Engineering, Microsoft Word, Negotiation, Forecasting, Outlook, PowerPoint, Project Management, Strategist, Consultation, CRM databases, Scope Management, Budget Monitoring, Budget Reconciliation, Schedule Control, Program Management, Management, Project Planning, Change Management, Procurement, Strategy
Education
Strayer University (DC) 2010 — 2013
Masters, Business Administration, 3.8
Taylor University 2000 — 2003
BA, Religion, 3.5
Sabina Hodeda's Wells Fargo Securities Experience October 2014 - February 2015
Job Senior Business Analyst
Industry Information Technology and Services
Experience
Wells Fargo Securities October 2014 - February 2015
Bank Hapoalim August 2007 - August 2014
Reality Group October 2006 - February 2007
Skills
Systems Analysis, Business Requirements, Business Analysis, Requirements Analysis, Business Process, Business Intelligence, Data Warehousing, Front Office Trading..., MS Project, Project Management, Finance System..., Front to Back Office, Interest Rate..., Data Modeling, Summit, SWIFT messages, FX trading, FX Options, Visio, SQL, User Acceptance Testing, White Label, Test Planning, Training, Database Design, Software Documentation, Integration, FX Trading
Education
Technion - Israel Institute of Technology 2010 — 2010
Analysis, Development & Implementation of BI Systems, Certificate
University of Haifa 2003 — 2006
B.A., Management Information Systems
Oracle University, Israel 2005 — 2005
Certificate - Oracle 10g: Build J2EE Applications, Certificate
Wells Fargo Securities October 2014 - February 2015
Bank Hapoalim August 2007 - August 2014
Reality Group October 2006 - February 2007
Skills
Systems Analysis, Business Requirements, Business Analysis, Requirements Analysis, Business Process, Business Intelligence, Data Warehousing, Front Office Trading..., MS Project, Project Management, Finance System..., Front to Back Office, Interest Rate..., Data Modeling, Summit, SWIFT messages, FX trading, FX Options, Visio, SQL, User Acceptance Testing, White Label, Test Planning, Training, Database Design, Software Documentation, Integration, FX Trading
Education
Technion - Israel Institute of Technology 2010 — 2010
Analysis, Development & Implementation of BI Systems, Certificate
University of Haifa 2003 — 2006
B.A., Management Information Systems
Oracle University, Israel 2005 — 2005
Certificate - Oracle 10g: Build J2EE Applications, Certificate
Cory Hall Cory Hall's Wells Fargo Securities Experience May 2015 - Present
Job Energy Investment Banking Analyst at Wells Fargo Securities
Industry Oil & Energy
Experience
Wells Fargo Securities May 2015 - Present
EDF Trading May 2014 - August 2014
OpenLink Financial January 2014 - May 2014
Ineos June 2013 - August 2013
Florida Power & Light January 2013 - May 2013
Ineos May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Accounting, Time Management, Windows, Analysis, Trading, Commodity Markets, Hedging, Energy Markets, Data Analysis, Finance, Risk Management, Forecasting, Bloomberg, Accounts Payable, DCF Valuation, Valuation, Portfolio Management, Equities, Economics
Education
Texas A&M University 2013 — 2014
Master of Science (M.S.), Finance
Texas A&M University 2009 — 2013
Texas A&M University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, 3.8
Clear Lake High School
Wells Fargo Securities May 2015 - Present
EDF Trading May 2014 - August 2014
OpenLink Financial January 2014 - May 2014
Ineos June 2013 - August 2013
Florida Power & Light January 2013 - May 2013
Ineos May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Accounting, Time Management, Windows, Analysis, Trading, Commodity Markets, Hedging, Energy Markets, Data Analysis, Finance, Risk Management, Forecasting, Bloomberg, Accounts Payable, DCF Valuation, Valuation, Portfolio Management, Equities, Economics
Education
Texas A&M University 2013 — 2014
Master of Science (M.S.), Finance
Texas A&M University 2009 — 2013
Texas A&M University 2009 — 2012
Bachelor of Business Administration (BBA), Finance, 3.8
Clear Lake High School
Adam Wale Adam Wale's Wells Fargo Securities Experience April 2013 - September 2013
Job RBG Incentives Analyst
Industry Banking
Experience
Bank of the West October 2013 - April 2015
Wells Fargo Securities April 2013 - September 2013
Bank of America January 2012 - February 2013
CFCU Credit Union May 2011 - November 2011
Skills
Banking, Loss Mitigation, Mortgage Modification, Mortgage Underwriting, Financial Analysis, Finance, Financial Services, Personal Banking, Mortgage Servicing, Loans, Home Equity Lines of..., Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Financial..., Analysis, Customer Retention, PowerPoint, Outlook, Foreclosures, Short Sales, Deed in Lieu, Bankruptcy, Teller Operations, Investments, Mortgage Lending, Credit Analysis
Education
State University of New York College at Geneseo 2003 — 2008
Bachelor of Arts, Mathematics
Bank of the West October 2013 - April 2015
Wells Fargo Securities April 2013 - September 2013
Bank of America January 2012 - February 2013
CFCU Credit Union May 2011 - November 2011
Skills
Banking, Loss Mitigation, Mortgage Modification, Mortgage Underwriting, Financial Analysis, Finance, Financial Services, Personal Banking, Mortgage Servicing, Loans, Home Equity Lines of..., Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Financial..., Analysis, Customer Retention, PowerPoint, Outlook, Foreclosures, Short Sales, Deed in Lieu, Bankruptcy, Teller Operations, Investments, Mortgage Lending, Credit Analysis
Education
State University of New York College at Geneseo 2003 — 2008
Bachelor of Arts, Mathematics
Nicolas Ohmstede Nicolas Ohmstede's Wells Fargo Securities Experience August 2015 - Present
Job Analyst at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo April 2014 - Present
Deloitte January 2014 - April 2014
ITCSNY July 2012 - August 2012
The Ohmstede Group Inc./Coin Copiers May 2009 - May 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Finance, Accounting, Corporate Finance, Customer Service, PowerPoint, Financial Modeling, Microsoft Word, Financial Reporting, Financial Accounting, Teamwork, Valuation, Access, Data Analysis, Economics, Auditing, Analysis, Time Management, Real Estate, Credit
Education
Texas A&M University - Mays Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
University of Westminster 2011 — 2012
Wells Fargo Securities August 2015 - Present
Wells Fargo April 2014 - Present
Deloitte January 2014 - April 2014
ITCSNY July 2012 - August 2012
The Ohmstede Group Inc./Coin Copiers May 2009 - May 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Finance, Accounting, Corporate Finance, Customer Service, PowerPoint, Financial Modeling, Microsoft Word, Financial Reporting, Financial Accounting, Teamwork, Valuation, Access, Data Analysis, Economics, Auditing, Analysis, Time Management, Real Estate, Credit
Education
Texas A&M University - Mays Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Economics
University of Westminster 2011 — 2012
Yani Kisoki Yani Kisoki's Wells Fargo Securities Experience June 2015 - Present
Job Leveraged Finance
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
Morgan Stanley Wealth Management December 2011 - March 2013
UBS Investment Bank September 2009 - September 2010
UBS Investment Bank January 2005 - August 2009
Public Financial Management June 2002 - December 2004
Skills
Equities, Investments, Portfolio Management, Trading, Securities, Strategy, Structured Finance, Equity Capital Markets, IPO, CRM, Investment Banking, Capital Markets, Capital Raising, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Valuation, Financial Modeling, Equity Derivatives, Finance, Financial Markets
Education
Swarthmore College 1998 — 2002
BA, Economics and Psychology
University of California, Davis 2013 — 2015
Master of Business Administration (MBA)
Wells Fargo Securities June 2015 - Present
Morgan Stanley Wealth Management December 2011 - March 2013
UBS Investment Bank September 2009 - September 2010
UBS Investment Bank January 2005 - August 2009
Public Financial Management June 2002 - December 2004
Skills
Equities, Investments, Portfolio Management, Trading, Securities, Strategy, Structured Finance, Equity Capital Markets, IPO, CRM, Investment Banking, Capital Markets, Capital Raising, Fixed Income, Bloomberg, Hedge Funds, Derivatives, Valuation, Financial Modeling, Equity Derivatives, Finance, Financial Markets
Education
Swarthmore College 1998 — 2002
BA, Economics and Psychology
University of California, Davis 2013 — 2015
Master of Business Administration (MBA)
Chuck Espinoza Chuck Espinoza's Wells Fargo Securities Experience May 2000 - November 2003
Job Owner, Chuck Espinoza Photography
Industry Photography
Experience
Chuck Espinoza Photography August 2003 - Present
Chuck Espinoza Photography August 2003 - Present
Wells Fargo Securities May 2000 - November 2003
William O'Neil + Co July 1997 - May 2000
Skills
Weddings, Fashion, Architecture, Landscape Architecture, Interior Design, Portrait Photography, Maternity, Photography, Portraits, Headshots, Photoshop, Photo Editing, Advertising, Image Editing, Facilitators, Film Production, Photos, Film, Commercials, Investments, Sales, Entrepreneurship, Digital Photography, Wedding Photography, Mac, Editing, Photo Shoots, Social Networking, Editorial, Art, Adobe Creative Suite, Multimedia, Video, Commercial Photography
Education
The University of Texas at San Antonio 1992 — 1997
BBA, Finance
St. Mary's University 1991 — 1992
NA
Chuck Espinoza Photography August 2003 - Present
Chuck Espinoza Photography August 2003 - Present
Wells Fargo Securities May 2000 - November 2003
William O'Neil + Co July 1997 - May 2000
Skills
Weddings, Fashion, Architecture, Landscape Architecture, Interior Design, Portrait Photography, Maternity, Photography, Portraits, Headshots, Photoshop, Photo Editing, Advertising, Image Editing, Facilitators, Film Production, Photos, Film, Commercials, Investments, Sales, Entrepreneurship, Digital Photography, Wedding Photography, Mac, Editing, Photo Shoots, Social Networking, Editorial, Art, Adobe Creative Suite, Multimedia, Video, Commercial Photography
Education
The University of Texas at San Antonio 1992 — 1997
BBA, Finance
St. Mary's University 1991 — 1992
NA
Marc Attwater Marc Attwater's Wells Fargo Securities Experience October 2013 - Present
Job Securities Operations Service Specialist at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 2013 - Present
PAR SYSTEMS May 2013 - September 2013
PAR SYSTEMS July 2012 - August 2012
The Henley Group Ltd April 2012 - May 2012
Syracuse University January 2012 - May 2012
Friendly Express June 2010 - August 2010
ADIDAS SPORT PERFORMANCE STORE June 2009 - January 2010
BEVERLY MÜLLER - EQUITY TRADER January 2008 - January 2010
Skills
Microsoft Office, Teaching, Financial Express..., Strategy Desk TD..., Minitab, Creative Writing, CAPM, Fama-French Three..., Technical Analysis, Fundamental Analysis, Equity Research
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2013
Bachelor of Science (B.S.), B.S. Finance, Entrepreneurship and Emerging Enterprises (Double Major); Graduate, May 2013
Wells Fargo Securities October 2013 - Present
PAR SYSTEMS May 2013 - September 2013
PAR SYSTEMS July 2012 - August 2012
The Henley Group Ltd April 2012 - May 2012
Syracuse University January 2012 - May 2012
Friendly Express June 2010 - August 2010
ADIDAS SPORT PERFORMANCE STORE June 2009 - January 2010
BEVERLY MÜLLER - EQUITY TRADER January 2008 - January 2010
Skills
Microsoft Office, Teaching, Financial Express..., Strategy Desk TD..., Minitab, Creative Writing, CAPM, Fama-French Three..., Technical Analysis, Fundamental Analysis, Equity Research
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2013
Bachelor of Science (B.S.), B.S. Finance, Entrepreneurship and Emerging Enterprises (Double Major); Graduate, May 2013
M. Trey Christianson M. Trey Christianson's Wells Fargo Securities Experience January 2005 - January 2014
Job Executive Director / Business Development Executive at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
Wells Fargo Securities January 2005 - January 2014
Deutsche Bank January 2003 - January 2005
DC Investment Partners, LLC January 2001 - January 2003
Venture Capital April 2000 - September 2000
The DuPont Merck Pharmaceutical Company January 1997 - January 1999
THE DUPONT MERCK PHARMACEUTICAL COMPANY January 1996 - January 1997
THE DUPONT MERCK PHARMACEUTICAL COMPANY January 1994 - January 1996
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Valuation, Due Diligence, Finance, Business Development, Relationship Management, Capital Markets, Mezzanine, Corporate Finance, Series 7, Series 63, Financial Structuring, Financial Analysis, Financial Services, Banking, Investments
Education
OWEN GRADUATE SCHOOL OF MANAGEMENT 1999 — 2001
Master of Business Administration, Finance and Telecommunications / Electronic Commerce; Finance
Vanderbilt University 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University 1989 — 1993
Bachelor of Arts, Psychology; Business Administration and Religious Studies
JPMorgan Chase & Co. January 2015 - Present
Wells Fargo Securities January 2005 - January 2014
Deutsche Bank January 2003 - January 2005
DC Investment Partners, LLC January 2001 - January 2003
Venture Capital April 2000 - September 2000
The DuPont Merck Pharmaceutical Company January 1997 - January 1999
THE DUPONT MERCK PHARMACEUTICAL COMPANY January 1996 - January 1997
THE DUPONT MERCK PHARMACEUTICAL COMPANY January 1994 - January 1996
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Valuation, Due Diligence, Finance, Business Development, Relationship Management, Capital Markets, Mezzanine, Corporate Finance, Series 7, Series 63, Financial Structuring, Financial Analysis, Financial Services, Banking, Investments
Education
OWEN GRADUATE SCHOOL OF MANAGEMENT 1999 — 2001
Master of Business Administration, Finance and Telecommunications / Electronic Commerce; Finance
Vanderbilt University 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
Southern Methodist University 1989 — 1993
Bachelor of Arts, Psychology; Business Administration and Religious Studies
Gregory Porpiglia Gregory Porpiglia's Wells Fargo Securities Experience July 2010 - Present
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities July 2010 - Present
Orange Value Fund April 2008 - July 2010
JP Morgan Chase June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Derivatives, Hedge Funds, MBS, Investment Banking, Equities, Financial Analysis, Capital Markets, Trading, Investments, Financial Services, Fixed Income, Business Analysis, Banking, Financial Risk, Risk Management, Financial Modeling, Bloomberg, Alternative Investments, Valuation, Series 7, Trading Systems, Back Office, Portfolio Management
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Wells Fargo Securities July 2010 - Present
Orange Value Fund April 2008 - July 2010
JP Morgan Chase June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Derivatives, Hedge Funds, MBS, Investment Banking, Equities, Financial Analysis, Capital Markets, Trading, Investments, Financial Services, Fixed Income, Business Analysis, Banking, Financial Risk, Risk Management, Financial Modeling, Bloomberg, Alternative Investments, Valuation, Series 7, Trading Systems, Back Office, Portfolio Management
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Pamela Acevedo's Wells Fargo Securities Experience June 2015 - August 2015
Job Incoming Investment Banking Summer Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Photoshop, Accounting, Teamwork, Finance, Leadership
Education
St. Mary's University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
Wells Fargo Securities June 2015 - August 2015
Merrill Lynch June 2014 - August 2014
Skills
Microsoft Excel, Customer Service, Photoshop, Accounting, Teamwork, Finance, Leadership
Education
St. Mary's University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
Yordanos Woldezgi Yordanos Woldezgi's Wells Fargo Securities Experience December 2013 - April 2015
Job Derivatives Analyst at Federal Home Loan Bank of San Francisco
Industry Banking
Experience
Federal Home Loan Bank of San Francisco July 2015 - Present
First Republic Private Wealth Management May 2015 - July 2015
Wells Fargo Securities December 2013 - April 2015
Meriwest Credit Union January 2008 - August 2013
San Jose State University August 2011 - December 2011
San Jose State University January 2009 - May 2009
Mervyns June 2005 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Budgets, English, Windows, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Negotiation, Editing, Java, Auditing, Risk Management, Master Agreements, Investments Agreements, Credit Support Annex, Symitar, Ascensus, Adaptiv, Bridger Insight XG Pro, BVS, Citrix, Calypso, DSOM, Salesforce.com, Experian, Elan, FileNet, GDD+, Imaging, Lyons, Opening Act, Oracle, QA website, QA Documentation Mailbox, Seemore, Wausa, WFS Counterparty..., WLIS, APX, NET360, SharePoint
Education
San Jose State University 2005 — 2012
Bachelor of Arts (BA), African American Studies
Federal Home Loan Bank of San Francisco July 2015 - Present
First Republic Private Wealth Management May 2015 - July 2015
Wells Fargo Securities December 2013 - April 2015
Meriwest Credit Union January 2008 - August 2013
San Jose State University August 2011 - December 2011
San Jose State University January 2009 - May 2009
Mervyns June 2005 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Outlook, Budgets, English, Windows, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Negotiation, Editing, Java, Auditing, Risk Management, Master Agreements, Investments Agreements, Credit Support Annex, Symitar, Ascensus, Adaptiv, Bridger Insight XG Pro, BVS, Citrix, Calypso, DSOM, Salesforce.com, Experian, Elan, FileNet, GDD+, Imaging, Lyons, Opening Act, Oracle, QA website, QA Documentation Mailbox, Seemore, Wausa, WFS Counterparty..., WLIS, APX, NET360, SharePoint
Education
San Jose State University 2005 — 2012
Bachelor of Arts (BA), African American Studies
Ardeshir Razmyar Ardeshir Razmyar's Wells Fargo Securities Experience December 2012 - April 2013
Job Senior Analyst Analytics Data Operation at Lowe's Companies, Inc.
Industry Management Consulting
Experience
IBM March 2014 - July 2015
Robotics and Automation Lab, University of Toronto May 2013 - August 2013
Wells Fargo Securities December 2012 - April 2013
Umeå University September 2010 - July 2012
Orkid Group June 2009 - September 2010
Payam Inc December 2007 - June 2009
P.M. IT Management Company April 2006 - December 2007
Hashour September 2004 - July 2005
Skills
Project Management, Project Planning, Analysis, Business Analysis, Data Analysis, SPSS, SQL, Business Planning, Management Consulting, Business Strategy, Strategic Planning, Requirements Analysis, Quantitative Research, Qualitative Research, Project Coordination, Market Research, Critical Thinking, Human Resources, MS Project, Team Leadership, Business Intelligence, Leadership, Problem Solving, Business Development, Budgets
Education
Umeå University 2010 — 2012
Master of Science (MSc)
Shahid Beheshti University 2003 — 2007
BSc
Shahid Beheshti University 2000 — 2003
IBM March 2014 - July 2015
Robotics and Automation Lab, University of Toronto May 2013 - August 2013
Wells Fargo Securities December 2012 - April 2013
Umeå University September 2010 - July 2012
Orkid Group June 2009 - September 2010
Payam Inc December 2007 - June 2009
P.M. IT Management Company April 2006 - December 2007
Hashour September 2004 - July 2005
Skills
Project Management, Project Planning, Analysis, Business Analysis, Data Analysis, SPSS, SQL, Business Planning, Management Consulting, Business Strategy, Strategic Planning, Requirements Analysis, Quantitative Research, Qualitative Research, Project Coordination, Market Research, Critical Thinking, Human Resources, MS Project, Team Leadership, Business Intelligence, Leadership, Problem Solving, Business Development, Budgets
Education
Umeå University 2010 — 2012
Master of Science (MSc)
Shahid Beheshti University 2003 — 2007
BSc
Shahid Beheshti University 2000 — 2003
Tony Kroschewsky's Wells Fargo Securities Experience 2011 - 2013
Job Brenham Capital
Industry Investment Management
Experience
Brenham Capital 2015 - Present
Oil Patch Group 2013 - 2015
Wells Fargo Securities 2011 - 2013
Wells Fargo Securities June 2010 - August 2010
Round Rock Express 2008 - 2008
Education
Texas A&M University 2007 — 2011
BS, Economics, Magna Cum Laude
Brenham Capital 2015 - Present
Oil Patch Group 2013 - 2015
Wells Fargo Securities 2011 - 2013
Wells Fargo Securities June 2010 - August 2010
Round Rock Express 2008 - 2008
Education
Texas A&M University 2007 — 2011
BS, Economics, Magna Cum Laude
J.J. Schmidt J.J. Schmidt's Wells Fargo Securities Experience August 2015 - Present
Job Associate, Financial Institutions Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Office of the Comptroller of the Currency June 2010 - July 2013
RMH Group LLC January 2010 - May 2010
Skills
Risk Management, Financial Modeling, Credit Risk, Commercial Banking, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Accounting, Financial Analysis, Fair Value, Impairment, Capital, Commercial Lending, Liquidity, Liquidity Management, Interest Rate Risk..., Underwriting, Stress Testing, Credit Analysis, Capital IQ, SNL, Investment Banking
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Accounting
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Office of the Comptroller of the Currency June 2010 - July 2013
RMH Group LLC January 2010 - May 2010
Skills
Risk Management, Financial Modeling, Credit Risk, Commercial Banking, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Accounting, Financial Analysis, Fair Value, Impairment, Capital, Commercial Lending, Liquidity, Liquidity Management, Interest Rate Risk..., Underwriting, Stress Testing, Credit Analysis, Capital IQ, SNL, Investment Banking
Education
Southern Methodist University - Cox School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Accounting
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance
Justin Costello's Wells Fargo Securities Experience August 2014 - Present
Job
Industry Investment Banking
Experience
Wells Fargo Securities August 2014 - Present
RBC Capital Markets May 2013 - August 2014
TD December 2009 - May 2013
Beacon Federal December 2008 - December 2009
Lehman Brothers September 2005 - December 2005
Skills
Financial Modeling, Corporate Finance, Accounting, Valuation, Research, Credit Analysis, Credit, Credit Risk, Portfolio Management, Loans, Financial Statement..., Asset Based Lending, Financial Analysis, Capital Markets, Banking, Risk Management, Commercial Banking, Financial Structuring, Due Diligence, Commercial Lending, Finance, Financial Risk, Syndications, Financial Markets, Financial Services, Mergers, Loan Origination, Debt Restructuring, Fixed Income, Underwriting, Investment Banking, Structured Finance, Bloomberg, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Accounting and Finance, 3.74
Siena College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Westhill
Wells Fargo Securities August 2014 - Present
RBC Capital Markets May 2013 - August 2014
TD December 2009 - May 2013
Beacon Federal December 2008 - December 2009
Lehman Brothers September 2005 - December 2005
Skills
Financial Modeling, Corporate Finance, Accounting, Valuation, Research, Credit Analysis, Credit, Credit Risk, Portfolio Management, Loans, Financial Statement..., Asset Based Lending, Financial Analysis, Capital Markets, Banking, Risk Management, Commercial Banking, Financial Structuring, Due Diligence, Commercial Lending, Finance, Financial Risk, Syndications, Financial Markets, Financial Services, Mergers, Loan Origination, Debt Restructuring, Fixed Income, Underwriting, Investment Banking, Structured Finance, Bloomberg, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Accounting and Finance, 3.74
Siena College 2002 — 2006
Bachelor of Arts (B.A.), Economics
Westhill
Rachel Kronk Rachel Kronk's Wells Fargo Securities Experience May 2011 - Present
Job Hospice Social Worker / Administrative Assistant
Industry Hospital & Health Care
Experience
Grace Hospice and Palliative Care May 2013 - Present
Wells Fargo Securities May 2011 - Present
Wells Fargo Bank May 2009 - April 2011
Regional Medical Center of San Jose September 2008 - April 2009
The Navigators May 2008 - August 2008
Alum Rock Counseling Center September 2007 - May 2008
Black Angus Steakhouse August 2001 - July 2007
Star One Credit Union May 2006 - December 2006
Bank of America November 2004 - May 2006
Skills
Event Planning, Public Speaking, Community Outreach, Fundraising, Psychotherapy, Hospitals, Therapists, Play Therapy, Grief Counseling, Leadership, Conflict Resolution, Data Analysis, Training, Social Networking, Team Building, Group Therapy, Volunteer Management, Management
Education
San Jose State University 2005 — 2009
Master of Social Work (MSW), Clinical/Medical Social Work
San Jose State University 2003 — 2006
Bachelor of Arts (BA) in Psychology, Psychology, Social Science
Aphesis Group Facilitator Training
Grace Hospice and Palliative Care May 2013 - Present
Wells Fargo Securities May 2011 - Present
Wells Fargo Bank May 2009 - April 2011
Regional Medical Center of San Jose September 2008 - April 2009
The Navigators May 2008 - August 2008
Alum Rock Counseling Center September 2007 - May 2008
Black Angus Steakhouse August 2001 - July 2007
Star One Credit Union May 2006 - December 2006
Bank of America November 2004 - May 2006
Skills
Event Planning, Public Speaking, Community Outreach, Fundraising, Psychotherapy, Hospitals, Therapists, Play Therapy, Grief Counseling, Leadership, Conflict Resolution, Data Analysis, Training, Social Networking, Team Building, Group Therapy, Volunteer Management, Management
Education
San Jose State University 2005 — 2009
Master of Social Work (MSW), Clinical/Medical Social Work
San Jose State University 2003 — 2006
Bachelor of Arts (BA) in Psychology, Psychology, Social Science
Aphesis Group Facilitator Training
Daniel Forth Daniel Forth's Wells Fargo Securities Experience 2001 - Present
Job Managing Director, Head of Strategic Indexing at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities 2001 - Present
Bank of America February 1999 - March 2001
Skills
Series 7, Series 63, Series 24, Fixed Income, Portfolio Management, Strategy, Equities, Indexing, Index Options, Indexation, Index Funds, ETFs, Stock Exchange, Structured Notes, Preferred Stock, Debt, Capital Markets, Derivatives, Financial Modeling, Investment Banking, Management, Asset Management, Securities, Bloomberg, Hedge Funds, Investments
Education
State University of New York College at Oswego 1993 — 1996
BS
State University of New York at Canton 1991 — 1992
AS, Mechanical Engineering
SGF
Wells Fargo Securities 2001 - Present
Bank of America February 1999 - March 2001
Skills
Series 7, Series 63, Series 24, Fixed Income, Portfolio Management, Strategy, Equities, Indexing, Index Options, Indexation, Index Funds, ETFs, Stock Exchange, Structured Notes, Preferred Stock, Debt, Capital Markets, Derivatives, Financial Modeling, Investment Banking, Management, Asset Management, Securities, Bloomberg, Hedge Funds, Investments
Education
State University of New York College at Oswego 1993 — 1996
BS
State University of New York at Canton 1991 — 1992
AS, Mechanical Engineering
SGF
Terry D. Bahgat, RFC's Wells Fargo Securities Experience 2000 - September 2004
Job CEO of WealthCFO Payroll | HR | Benefits
Industry Financial Services
Experience
WealthCFO Payroll HR Benefits January 2013 - Present
Cambridge Investment Research, Inc. September 2010 - June 2015
Summit Brokerage Services, Inc. June 2004 - September 2010
Wells Fargo Securities 2000 - September 2004
Prudential Financial December 1997 - January 2000
MassMutual February 1995 - December 1997
New York Life August 1988 - February 1995
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Advisory, Financial Services, Investment Advisory, Public Speaking, Payroll, HR Consulting, Strategic Planning, 401k, Small Business, Employee Benefits, Life Insurance, Finance, FINRA, Investment Strategies, Retirement, Mutual Funds, Disability Insurance, Risk Management, Business Planning, Negotiation, Strategic Financial..., Long-term Care, Contract Negotiation, Securities, IRAs, Term Life Insurance, Wealth Accumulation, Series 65, 401k Rollovers, Roth IRA, Financial Planning, Equities, Alternative Investments, Portfolio Management, Long Term Care, Annuities, Succession Planning, Long Term Care Insurance, Bonds, Investment Management, Pensions, Whole Life, Universal Life, College Savings Plans, Estate Tax Planning, Multi-state Payroll...
Education
State University of NY at Fredonia 1982 — 1985
Bachelor of Science (BS), Business/Managerial Economics
State University of New York College at Fredonia 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
WealthCFO Payroll HR Benefits January 2013 - Present
Cambridge Investment Research, Inc. September 2010 - June 2015
Summit Brokerage Services, Inc. June 2004 - September 2010
Wells Fargo Securities 2000 - September 2004
Prudential Financial December 1997 - January 2000
MassMutual February 1995 - December 1997
New York Life August 1988 - February 1995
Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Advisory, Financial Services, Investment Advisory, Public Speaking, Payroll, HR Consulting, Strategic Planning, 401k, Small Business, Employee Benefits, Life Insurance, Finance, FINRA, Investment Strategies, Retirement, Mutual Funds, Disability Insurance, Risk Management, Business Planning, Negotiation, Strategic Financial..., Long-term Care, Contract Negotiation, Securities, IRAs, Term Life Insurance, Wealth Accumulation, Series 65, 401k Rollovers, Roth IRA, Financial Planning, Equities, Alternative Investments, Portfolio Management, Long Term Care, Annuities, Succession Planning, Long Term Care Insurance, Bonds, Investment Management, Pensions, Whole Life, Universal Life, College Savings Plans, Estate Tax Planning, Multi-state Payroll...
Education
State University of NY at Fredonia 1982 — 1985
Bachelor of Science (BS), Business/Managerial Economics
State University of New York College at Fredonia 1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics
Martha Ginder Martha Ginder's Wells Fargo Securities Experience October 2010 - March 2014
Job Money Market Trader
Industry Financial Services
Experience
Piper Jaffray April 2014 - Present
Wells Fargo Securities October 2010 - March 2014
Phresh Spa Salon December 2007 - August 2012
Club Monaco November 2005 - May 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Outlook, Sales, Time Management, Event Planning, Retail, Teamwork, Social Networking, Marketing, Data Analysis
Education
College of St. Catherine 2005 — 2010
Bachelor of Science (B.S.), Accounting
American University of Rome
Italian Language and Literature
Piper Jaffray April 2014 - Present
Wells Fargo Securities October 2010 - March 2014
Phresh Spa Salon December 2007 - August 2012
Club Monaco November 2005 - May 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Outlook, Sales, Time Management, Event Planning, Retail, Teamwork, Social Networking, Marketing, Data Analysis
Education
College of St. Catherine 2005 — 2010
Bachelor of Science (B.S.), Accounting
American University of Rome
Italian Language and Literature
Phil Pettinella Phil Pettinella's Wells Fargo Securities Experience June 2014 - Present
Job Analyst, Asset Backed Finance Mortgage Finance at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Ally Financial Inc. August 2012 - June 2014
Ally Financial Inc. February 2011 - August 2012
Fischer Investment Group March 2010 - December 2010
Skills
Financial Analysis, Financial Reporting, Financial Statement..., Microsoft Excel, Essbase, Hyperion Planning, Blackline, SAP R/3
Education
University of North Carolina at Charlotte - Belk College of Business 2012 — 2014
Master of Business Administration (MBA)
Saint John Fisher College 2008 — 2010
Bachelor of Science (B.S.), Corporate Finance
Wells Fargo Securities June 2014 - Present
Ally Financial Inc. August 2012 - June 2014
Ally Financial Inc. February 2011 - August 2012
Fischer Investment Group March 2010 - December 2010
Skills
Financial Analysis, Financial Reporting, Financial Statement..., Microsoft Excel, Essbase, Hyperion Planning, Blackline, SAP R/3
Education
University of North Carolina at Charlotte - Belk College of Business 2012 — 2014
Master of Business Administration (MBA)
Saint John Fisher College 2008 — 2010
Bachelor of Science (B.S.), Corporate Finance
Gabrielle Ciccotti Gabrielle Ciccotti's Wells Fargo Securities Experience December 2013 - Present
Job Strategy Consultant, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities December 2013 - Present
Skills
Leadership, Management, Time Management, Microsoft Excel, Project Management, Project Planning, Microsoft Office, Data Analysis, Databases, Team Leadership, Budgets, Vendor Management, Forecasting, Contract Management, Contract Negotiation, Employee Training, Salesforce.com, CRM, Team Management, Banking, Data Management, AutoCAD, Account Management, Product Development, Product Management
Education
Siena College 2007 — 2011
Bachelor's Degree
Wells Fargo Securities December 2013 - Present
Skills
Leadership, Management, Time Management, Microsoft Excel, Project Management, Project Planning, Microsoft Office, Data Analysis, Databases, Team Leadership, Budgets, Vendor Management, Forecasting, Contract Management, Contract Negotiation, Employee Training, Salesforce.com, CRM, Team Management, Banking, Data Management, AutoCAD, Account Management, Product Development, Product Management
Education
Siena College 2007 — 2011
Bachelor's Degree
CARLOS RECIO CARLOS RECIO's Wells Fargo Securities Experience December 2009 - Present
Job VP RMBS MO at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities December 2009 - Present
Wachovia April 2006 - December 2009
JPMorgan October 2004 - April 2006
Lord Abbett January 2003 - October 2004
Nomura Securities June 2000 - February 2002
Nomura Securities June 1995 - June 1999
Skills
Middle Office, Securities, Trading, CDS, ABS, Fixed Income, MBS, Financial Risk, Capital Markets, Back Office, Investment Banking, CDO, CLO, CMBS, Credit, Residential Mortgages, Credit Derivatives, Treasury, FX Options, Options, US Treasuries, Series 7, Series 63, Series 24
Education
Skidmore College 1996 — 2000
Bachelor of Science (BS), Finance and Economics
Skidmore College 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Wells Fargo Securities December 2009 - Present
Wachovia April 2006 - December 2009
JPMorgan October 2004 - April 2006
Lord Abbett January 2003 - October 2004
Nomura Securities June 2000 - February 2002
Nomura Securities June 1995 - June 1999
Skills
Middle Office, Securities, Trading, CDS, ABS, Fixed Income, MBS, Financial Risk, Capital Markets, Back Office, Investment Banking, CDO, CLO, CMBS, Credit, Residential Mortgages, Credit Derivatives, Treasury, FX Options, Options, US Treasuries, Series 7, Series 63, Series 24
Education
Skidmore College 1996 — 2000
Bachelor of Science (BS), Finance and Economics
Skidmore College 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Ivan Leung Ivan Leung's Wells Fargo Securities Experience March 2015 - Present
Job Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Verition Fund Management 2012 - 2015
Athena Capital Research LLC 2011 - 2012
Credit Suisse - Global Arbitrage Trading 2003 - September 2011
Credit Suisse First Boston 1998 - 2003
Skills
Trading Systems, Electronic Trading, Trading, Market Data, Equities, Low Latency, C++, Java, Python, High Frequency Trading, Exchange Connectivity, Derivatives, TCP/IP, Sybase, Hedge Funds, Futures, Series 63, Series 7, Series 55, Index Arbitrage, ETFs, Direct Market Access, Algorithm Development, Risk Monitoring, Series 3, Capital Markets, Equity Derivatives
Education
State University of New York at Stony Brook
Bachelor of Science (B.Sc.)
Wells Fargo Securities March 2015 - Present
Verition Fund Management 2012 - 2015
Athena Capital Research LLC 2011 - 2012
Credit Suisse - Global Arbitrage Trading 2003 - September 2011
Credit Suisse First Boston 1998 - 2003
Skills
Trading Systems, Electronic Trading, Trading, Market Data, Equities, Low Latency, C++, Java, Python, High Frequency Trading, Exchange Connectivity, Derivatives, TCP/IP, Sybase, Hedge Funds, Futures, Series 63, Series 7, Series 55, Index Arbitrage, ETFs, Direct Market Access, Algorithm Development, Risk Monitoring, Series 3, Capital Markets, Equity Derivatives
Education
State University of New York at Stony Brook
Bachelor of Science (B.Sc.)
Mark Keating, CFP®'s Wells Fargo Securities Experience January 2002 - August 2005
Job Wealth Manager at Willow Creek Wealth Management
Industry Financial Services
Experience
Willow Creek Wealth Management, Inc. January 2008 - Present
Exchange Bank April 2006 - January 2008
Wells Fargo Securities January 2002 - August 2005
WR Hambrecht + Co April 2000 - December 2001
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Managment, Securities, Equities, Financial Analysis, Bonds, Wealth Management, Retirement Planning, Investment Advisory, Equity Trading, Trading, Capital Markets
Education
Santa Clara University 1993 — 1997
Bachelor of Science, Accounting
Cardinal Newman High School 1989 — 1993
Willow Creek Wealth Management, Inc. January 2008 - Present
Exchange Bank April 2006 - January 2008
Wells Fargo Securities January 2002 - August 2005
WR Hambrecht + Co April 2000 - December 2001
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Managment, Securities, Equities, Financial Analysis, Bonds, Wealth Management, Retirement Planning, Investment Advisory, Equity Trading, Trading, Capital Markets
Education
Santa Clara University 1993 — 1997
Bachelor of Science, Accounting
Cardinal Newman High School 1989 — 1993
Jonathan Goodpasture Jonathan Goodpasture's Wells Fargo Securities Experience July 2013 - Present
Job Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Carlson Capital, L.P. June 2008 - June 2013
HCC Insurance August 2007 - June 2008
Texas A&M University November 2005 - May 2007
Skills
Financial Analysis, Valuation, Business Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Analysis, Microsoft Office, Access, Project Management, Process Improvement, Investment Banking, Investments, Managerial Finance, Risk Management, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Texas A&M University - Mays Business School 2003 — 2007
BBA, Finance
Wells Fargo Securities July 2013 - Present
Carlson Capital, L.P. June 2008 - June 2013
HCC Insurance August 2007 - June 2008
Texas A&M University November 2005 - May 2007
Skills
Financial Analysis, Valuation, Business Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Analysis, Microsoft Office, Access, Project Management, Process Improvement, Investment Banking, Investments, Managerial Finance, Risk Management, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Texas A&M University - Mays Business School 2003 — 2007
BBA, Finance
Clayton Dallas Clayton Dallas's Wells Fargo Securities Experience May 2010 - December 2010
Job Corporate Development Associate at Quanta Services, Inc.
Industry Financial Services
Experience
Quanta Services, Inc. September 2014 - Present
Wells Fargo Energy February 2013 - August 2014
Wells Fargo Bank March 2011 - February 2013
Wells Fargo Securities May 2010 - December 2010
Wells Fargo Securities May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Capital IQ, Valuation, Bloomberg, Due Diligence, Corporate Finance, DCF, Credit Analysis, Bloomberg Terminal, Finance, Underwriting
Education
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Quanta Services, Inc. September 2014 - Present
Wells Fargo Energy February 2013 - August 2014
Wells Fargo Bank March 2011 - February 2013
Wells Fargo Securities May 2010 - December 2010
Wells Fargo Securities May 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Capital IQ, Valuation, Bloomberg, Due Diligence, Corporate Finance, DCF, Credit Analysis, Bloomberg Terminal, Finance, Underwriting
Education
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Ahmed Kohsar Ahmed Kohsar's Wells Fargo Securities Experience April 2012 - June 2014
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
Wells Fargo Securities April 2012 - June 2014
Bentley Associates, L.P. September 2010 - March 2012
Cedar Street Capital, LLC June 2010 - August 2010
Edible Arrangements July 2009 - February 2010
Morgan Stanley Smith Barney January 2007 - June 2007
Education
Seton Hall University 2004 — 2009
Bachelor of Science, Business Administration with Finance Concentration
Wells Fargo Securities April 2012 - June 2014
Bentley Associates, L.P. September 2010 - March 2012
Cedar Street Capital, LLC June 2010 - August 2010
Edible Arrangements July 2009 - February 2010
Morgan Stanley Smith Barney January 2007 - June 2007
Education
Seton Hall University 2004 — 2009
Bachelor of Science, Business Administration with Finance Concentration
albert bear bender's Wells Fargo Securities Experience March 2009 - July 2015
Job Equity Private Placements
Industry Investment Banking
Experience
Wells Fargo Securities March 2009 - July 2015
Wachovia Securities September 2007 - March 2009
A.G. Edwards & Sons, Inc. August 1997 - September 2007
Armstrong Teasdale LLP March 1994 - June 1997
Gibson Dunn & Crutcher October 1986 - January 1994
Skills
Capital Markets, Investments, Private Equity, Corporate Finance, Financial Modeling, Asset Managment, Due Diligence, Financial Analysis, Mergers, Venture Capital, Finance, Equities
Education
Vanderbilt University Law School 1983 — 1986
JD, Law
Vanderbilt University 1980 — 1983
BA, Economics, magna cum laude
Southern Methodist University 1979 — 1980
Wells Fargo Securities March 2009 - July 2015
Wachovia Securities September 2007 - March 2009
A.G. Edwards & Sons, Inc. August 1997 - September 2007
Armstrong Teasdale LLP March 1994 - June 1997
Gibson Dunn & Crutcher October 1986 - January 1994
Skills
Capital Markets, Investments, Private Equity, Corporate Finance, Financial Modeling, Asset Managment, Due Diligence, Financial Analysis, Mergers, Venture Capital, Finance, Equities
Education
Vanderbilt University Law School 1983 — 1986
JD, Law
Vanderbilt University 1980 — 1983
BA, Economics, magna cum laude
Southern Methodist University 1979 — 1980
Tribun Ferizaj Tribun Ferizaj's Wells Fargo Securities Experience November 2012 - January 2013
Job Analyst at EBRD Pristina
Industry Banking
Experience
EBRD February 2014 - Present
Novus Consult September 2013 - January 2014
DANIDA/Ministry of Agriculture, Forestry and Rural Development June 2013 - July 2013
Worthington Industries February 2013 - April 2013
Wells Fargo Securities November 2012 - January 2013
EBRD January 2012 - July 2012
Skills
Financial Modeling, Analysis, Financial Analysis, Economics, Research, Statistics, Microsoft Excel, Valuation, Bloomberg, Capital IQ, Banking, Portfolio Management, Finance, Accounting, Leadership, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2013
Master of Science (M.Sc.), Finance
Saint Lawrence University 2007 — 2011
Bachelor of Arts, Economics and Government, 3.768
United World College of the Adriatic 2005 — 2007
International Baccalaureate
EBRD February 2014 - Present
Novus Consult September 2013 - January 2014
DANIDA/Ministry of Agriculture, Forestry and Rural Development June 2013 - July 2013
Worthington Industries February 2013 - April 2013
Wells Fargo Securities November 2012 - January 2013
EBRD January 2012 - July 2012
Skills
Financial Modeling, Analysis, Financial Analysis, Economics, Research, Statistics, Microsoft Excel, Valuation, Bloomberg, Capital IQ, Banking, Portfolio Management, Finance, Accounting, Leadership, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2013
Master of Science (M.Sc.), Finance
Saint Lawrence University 2007 — 2011
Bachelor of Arts, Economics and Government, 3.768
United World College of the Adriatic 2005 — 2007
International Baccalaureate
Timothy Denterlein's Wells Fargo Securities Experience January 2010 - October 2011
Job
Industry Investment Management
Experience
Bank of America February 2012 - Present
Wells Fargo Securities January 2010 - October 2011
Grail Partners LLC June 2008 - August 2008
Skills
Bloomberg, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Valuation
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS
Bank of America February 2012 - Present
Wells Fargo Securities January 2010 - October 2011
Grail Partners LLC June 2008 - August 2008
Skills
Bloomberg, Equity Research, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Valuation
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
BS
Meaghan Gilfeather Meaghan Gilfeather's Wells Fargo Securities Experience January 2011 - Present
Job Vice President, Corporate Access, Origination & Execution, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities January 2011 - Present
Scotiabank January 2010 - January 2011
Bank of America November 2005 - April 2009
Citigroup June 2004 - November 2005
Skills
Trading, Equities, Financial Markets, Equity Research, Hedge Funds, Capital Markets, Bloomberg, Series 7, Portfolio Management, Investments, Series 63, Trading Systems, Bonds
Education
Seton Hall University 1999 — 2003
BSBA, Finance; Communications
Wells Fargo Securities January 2011 - Present
Scotiabank January 2010 - January 2011
Bank of America November 2005 - April 2009
Citigroup June 2004 - November 2005
Skills
Trading, Equities, Financial Markets, Equity Research, Hedge Funds, Capital Markets, Bloomberg, Series 7, Portfolio Management, Investments, Series 63, Trading Systems, Bonds
Education
Seton Hall University 1999 — 2003
BSBA, Finance; Communications
Mohammed Alsowumil Mohammed Alsowumil's Wells Fargo Securities Experience March 2015 - Present
Job Client Service Consultant II at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo March 2013 - March 2015
Wells Fargo December 2011 - March 2013
St. Cloud State University - Math Skills Center August 2008 - January 2011
The National Commercial Bank - AlahliNCB May 2005 - September 2005
Charitable Society for Social Services January 2000 - December 2003
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Investments, Microsoft Word, Access, Financial Analysis, Accounting, Teamwork, Research, Critical Thinking, Time Management, Leadership, Analysis, Outlook, Banking, Finance, Strategic Planning, Public Speaking, Securities, Data Analysis, Financial Reporting, Financial Services, QuickBooks, Risk Management, Software Documentation
Education
St. Cloud State University 2007 — 2011
Bachelor of Science, Finance
Institute of Public Administration 2002 — 2005
Diploma, Associate Degree in Accounting
Wells Fargo Securities March 2015 - Present
Wells Fargo March 2013 - March 2015
Wells Fargo December 2011 - March 2013
St. Cloud State University - Math Skills Center August 2008 - January 2011
The National Commercial Bank - AlahliNCB May 2005 - September 2005
Charitable Society for Social Services January 2000 - December 2003
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Investments, Microsoft Word, Access, Financial Analysis, Accounting, Teamwork, Research, Critical Thinking, Time Management, Leadership, Analysis, Outlook, Banking, Finance, Strategic Planning, Public Speaking, Securities, Data Analysis, Financial Reporting, Financial Services, QuickBooks, Risk Management, Software Documentation
Education
St. Cloud State University 2007 — 2011
Bachelor of Science, Finance
Institute of Public Administration 2002 — 2005
Diploma, Associate Degree in Accounting
Scott Dragicevich Scott Dragicevich's Wells Fargo Securities Experience June 2011 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2011 - Present
Baseball Coast to Coast September 2007 - September 2009
Education Services Company September 2002 - August 2009
Chico Outlaws April 2007 - September 2007
Toronto Blue Jays June 2002 - March 2007
Skills
Finance, Valuation, Financial Modeling, Mergers & Acquisitions, Debt & Equity Financing, Due Diligence, Entrepreneurship, Baseball
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Entrepreneurship
Stanford University 1999 — 2002
BA, Economics
Wells Fargo Securities June 2011 - Present
Baseball Coast to Coast September 2007 - September 2009
Education Services Company September 2002 - August 2009
Chico Outlaws April 2007 - September 2007
Toronto Blue Jays June 2002 - March 2007
Skills
Finance, Valuation, Financial Modeling, Mergers & Acquisitions, Debt & Equity Financing, Due Diligence, Entrepreneurship, Baseball
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Entrepreneurship
Stanford University 1999 — 2002
BA, Economics
Gretchen K. Likander Gretchen K. Likander's Wells Fargo Securities Experience November 2013 - Present
Job Manager, Compliance for Foreign Exchange at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities November 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Fargo March 2011 - July 2012
Dolby Laboratories, Inc. 2004 - November 2009
Marin Humane Society 2009 - 2009
Dolby Laboratories 2001 - 2005
Zing.com 2000 - 2000
Kiracom.com 1999 - 2000
General Electric 1998 - 1999
AIG 1997 - 1997
Skills
Project Management, Team Leadership, Quality Management, Licensing, Intellectual Property, Legislative Relations, Strategic Partnerships, Contract Negotiation, Privacy Law, Start-ups, Cross-functional Team..., Product Management, Management, Leadership, Program Management, CRM, Increase Productivity, Customer Service, Due Diligence, Risk Management, Competitive Analysis, Business, Trademarks, Business Strategy, Customs Regulations, Strategy, Business Development, Business Process..., Training, Outsourcing, Enforcement, Analysis, Mergers & Acquisitions, Online Advertising, Strategic Planning
Education
Emma Willard School
Stanford University
Advanced Project Management
University of Helsinki
Finnish-Soviet Political & Economic Relations
University of Minnesota-Twin Cities
Women's Studies, Scandinavian Studies
Wells Fargo Securities November 2013 - Present
Wells Fargo July 2012 - October 2013
Wells Fargo March 2011 - July 2012
Dolby Laboratories, Inc. 2004 - November 2009
Marin Humane Society 2009 - 2009
Dolby Laboratories 2001 - 2005
Zing.com 2000 - 2000
Kiracom.com 1999 - 2000
General Electric 1998 - 1999
AIG 1997 - 1997
Skills
Project Management, Team Leadership, Quality Management, Licensing, Intellectual Property, Legislative Relations, Strategic Partnerships, Contract Negotiation, Privacy Law, Start-ups, Cross-functional Team..., Product Management, Management, Leadership, Program Management, CRM, Increase Productivity, Customer Service, Due Diligence, Risk Management, Competitive Analysis, Business, Trademarks, Business Strategy, Customs Regulations, Strategy, Business Development, Business Process..., Training, Outsourcing, Enforcement, Analysis, Mergers & Acquisitions, Online Advertising, Strategic Planning
Education
Emma Willard School
Stanford University
Advanced Project Management
University of Helsinki
Finnish-Soviet Political & Economic Relations
University of Minnesota-Twin Cities
Women's Studies, Scandinavian Studies
Jennifer Corigliano Heuer's Wells Fargo Securities Experience July 2012 - Present
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo Securities July 2012 - Present
Wells Fargo September 2011 - June 2012
Wells Fargo July 2010 - September 2011
Education
State University of New York College at Cortland 2004 — 2008
BS, Finance
Wells Fargo January 2015 - Present
Wells Fargo Securities July 2012 - Present
Wells Fargo September 2011 - June 2012
Wells Fargo July 2010 - September 2011
Education
State University of New York College at Cortland 2004 — 2008
BS, Finance
Karry Parran Karry Parran's Wells Fargo Securities Experience May 2013 - April 2014
Job Accounts receivable coordinator
Industry Financial Services
Experience
Enterprise Holdings April 2014 - Present
Wells Fargo Securities May 2013 - April 2014
Edward Jones July 2012 - August 2012
Stephens College August 2009 - May 2012
Byrd Style Lounge Boutique May 2011 - August 2011
Commerce Bank June 2009 - August 2011
Skills
Financial Analysis, Strategic Financial..., Oral & Written..., Fast Learner, Highly detail oriented, Supervisory Skills, Inventory Management, Entrepreneurial Skills, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Marketing, Budgets, Finance, Analysis, Time Management, Program Management
Education
Stephens College 2008 — 2012
Bachelor of Science, Business & Marketing
Cardinal Ritter College Prep High School 2004 — 2008
High school diploma, General Studies
Enterprise Holdings April 2014 - Present
Wells Fargo Securities May 2013 - April 2014
Edward Jones July 2012 - August 2012
Stephens College August 2009 - May 2012
Byrd Style Lounge Boutique May 2011 - August 2011
Commerce Bank June 2009 - August 2011
Skills
Financial Analysis, Strategic Financial..., Oral & Written..., Fast Learner, Highly detail oriented, Supervisory Skills, Inventory Management, Entrepreneurial Skills, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Marketing, Budgets, Finance, Analysis, Time Management, Program Management
Education
Stephens College 2008 — 2012
Bachelor of Science, Business & Marketing
Cardinal Ritter College Prep High School 2004 — 2008
High school diploma, General Studies
Fran Begley Fran Begley's Wells Fargo Securities Experience July 2014 - Present
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Financial Products, LLC September 2011 - July 2014
Morgan Stanley Smith Barney February 2010 - August 2011
Citigroup April 1999 - January 2010
Paine Webber September 1998 - April 1999
Skills
Equities, Derivatives, Financial Markets, Structured Products, Options, Compliance, Customer Relations, Securities, Investments, FX Options, Structured Finance, Customer Service, Financial Services, Commodity, ETFs, Financial Advisory
Education
Temple University
EMBA, Business
Temple University
BBA, Business (Computer Science, Management and Economics)
Wells Fargo Securities July 2014 - Present
Financial Products, LLC September 2011 - July 2014
Morgan Stanley Smith Barney February 2010 - August 2011
Citigroup April 1999 - January 2010
Paine Webber September 1998 - April 1999
Skills
Equities, Derivatives, Financial Markets, Structured Products, Options, Compliance, Customer Relations, Securities, Investments, FX Options, Structured Finance, Customer Service, Financial Services, Commodity, ETFs, Financial Advisory
Education
Temple University
EMBA, Business
Temple University
BBA, Business (Computer Science, Management and Economics)
Mario Romaldini Mario Romaldini's Wells Fargo Securities Experience June 2014 - Present
Job Program Manager at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
HSBC September 2012 - December 2013
HSBC June 2011 - September 2012
HSBC Securities June 2007 - May 2011
HSBC Securities 2002 - 2007
Republic National Bank 1997 - 2002
American Express 1995 - 1997
Lehman Brothers 1992 - 1995
Skills
Fixed Income, Investment Banking, Trading Systems, Banking, Financial Services, FX Options, Capital Markets, Project Management, Credit, Derivatives, Emerging Markets, CRM, Financial Markets, Electronic Trading, Risk Management, AML, Compliance, Relationship Management, Program Management, Market Data, Portfolio Management, Finance, KYC, SDLC, Business Process..., Enterprise Architecture, Securities Regulation, Financial Regulation, Financial Accounting, Financial Reporting, Foreign Exchange, Rates, Treasury, Financial Risk
Education
State University of New York at Buffalo - School of Management
Bachelor's Degree, Business Administration/MIS concentration
Wells Fargo Securities June 2014 - Present
HSBC September 2012 - December 2013
HSBC June 2011 - September 2012
HSBC Securities June 2007 - May 2011
HSBC Securities 2002 - 2007
Republic National Bank 1997 - 2002
American Express 1995 - 1997
Lehman Brothers 1992 - 1995
Skills
Fixed Income, Investment Banking, Trading Systems, Banking, Financial Services, FX Options, Capital Markets, Project Management, Credit, Derivatives, Emerging Markets, CRM, Financial Markets, Electronic Trading, Risk Management, AML, Compliance, Relationship Management, Program Management, Market Data, Portfolio Management, Finance, KYC, SDLC, Business Process..., Enterprise Architecture, Securities Regulation, Financial Regulation, Financial Accounting, Financial Reporting, Foreign Exchange, Rates, Treasury, Financial Risk
Education
State University of New York at Buffalo - School of Management
Bachelor's Degree, Business Administration/MIS concentration
Zachary Griffiths Zachary Griffiths's Wells Fargo Securities Experience June 2012 - March 2015
Job Global Loan Products Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Wells Fargo Securities June 2012 - March 2015
Access Federal Credit Union June 2009 - June 2012
Skills
Leadership, Financial Analysis, Banking, Finance, Risk Management, Analysis, Microsoft Excel, Data Analysis, Mergers & Acquisitions, Forecasting, Accounting, Business Analysis, Access
Education
Siena College 2008 — 2012
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch March 2015 - Present
Wells Fargo Securities June 2012 - March 2015
Access Federal Credit Union June 2009 - June 2012
Skills
Leadership, Financial Analysis, Banking, Finance, Risk Management, Analysis, Microsoft Excel, Data Analysis, Mergers & Acquisitions, Forecasting, Accounting, Business Analysis, Access
Education
Siena College 2008 — 2012
Bachelor of Arts (BA), Economics
Jeremy Burge Jeremy Burge's Wells Fargo Securities Experience June 2004 - Present
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2004 - Present
Skills
Financial Statement..., Syndications, High Yield Bonds, Corporate Finance, Capital Markets, Financial Structuring, Investment Banking, Leveraged Finance, Loans, Mergers
Education
Southern Methodist University - Cox School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Texas Christian University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
Wells Fargo Securities June 2004 - Present
Skills
Financial Statement..., Syndications, High Yield Bonds, Corporate Finance, Capital Markets, Financial Structuring, Investment Banking, Leveraged Finance, Loans, Mergers
Education
Southern Methodist University - Cox School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Texas Christian University 1999 — 2004
Bachelor of Science (B.S.), Finance, General
Jay Simmons Jay Simmons's Wells Fargo Securities Experience May 2013 - Present
Job at
Industry Financial Services
Experience
Wells Fargo Securities May 2013 - Present
Wells Fargo Securities February 2012 - May 2013
Bank of America January 2011 - November 2011
Bank of America March 2006 - December 2010
Wachovia Bank May 2001 - March 2006
Merrill Lynch March 2000 - May 2001
Merrill Lynch February 1999 - March 2000
Merrill Lynch July 1998 - February 1999
Skills
Derivatives, Equities, Interest Rate..., Middle Office, Series 7, FX, Fixed Income, FX Options, Trading, Back Office, Equity Derivatives, Securities, Risk Management, Banking, Financial Risk, Trading Systems, Investments, Operational Risk, Options, Settlement, Finance, Treasury Management, Hedging, Portfolio Management
Education
Shaw University 1994 — 1998
Bachelors of Science, Mathematics
Wells Fargo Securities May 2013 - Present
Wells Fargo Securities February 2012 - May 2013
Bank of America January 2011 - November 2011
Bank of America March 2006 - December 2010
Wachovia Bank May 2001 - March 2006
Merrill Lynch March 2000 - May 2001
Merrill Lynch February 1999 - March 2000
Merrill Lynch July 1998 - February 1999
Skills
Derivatives, Equities, Interest Rate..., Middle Office, Series 7, FX, Fixed Income, FX Options, Trading, Back Office, Equity Derivatives, Securities, Risk Management, Banking, Financial Risk, Trading Systems, Investments, Operational Risk, Options, Settlement, Finance, Treasury Management, Hedging, Portfolio Management
Education
Shaw University 1994 — 1998
Bachelors of Science, Mathematics
Patrick Lightcap Patrick Lightcap's Wells Fargo Securities Experience February 2015 - Present
Job Director, AML Governance and Control at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities February 2015 - Present
Capital One July 2013 - February 2015
FinCEN, U.S. Treasury Department April 2008 - July 2013
Skills
Policy, Government, Policy Analysis, Program Management, Public Policy, Analysis, National Security, Leadership, Financial Services, Risk Assessment, Due Diligence, Anti Money Laundering, Risk Management, Management, Finance, Strategy
Education
Slippery Rock University of Pennsylvania
Bachelor's degree, Finance, General
Wells Fargo Securities February 2015 - Present
Capital One July 2013 - February 2015
FinCEN, U.S. Treasury Department April 2008 - July 2013
Skills
Policy, Government, Policy Analysis, Program Management, Public Policy, Analysis, National Security, Leadership, Financial Services, Risk Assessment, Due Diligence, Anti Money Laundering, Risk Management, Management, Finance, Strategy
Education
Slippery Rock University of Pennsylvania
Bachelor's degree, Finance, General
Eric Matthews's Wells Fargo Securities Experience August 2012 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2012 - Present
Guardian Healthcare March 2011 - May 2012
KPMG April 2007 - February 2011
KPMG August 2005 - April 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2004 — 2005
Masters, Accounting
Southern Methodist University 2000 — 2004
Bachelor of Science (BS), Accounting
Wells Fargo Securities August 2012 - Present
Guardian Healthcare March 2011 - May 2012
KPMG April 2007 - February 2011
KPMG August 2005 - April 2007
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2004 — 2005
Masters, Accounting
Southern Methodist University 2000 — 2004
Bachelor of Science (BS), Accounting
Ren Fung Yu Ren Fung Yu's Wells Fargo Securities Experience July 2008 - Present
Job Equity Derivatives Trader at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2008 - Present
Wells Fargo Securities July 2007 - August 2007
Phi Kappa Psi Fraternity September 2006 - June 2007
Stanford Biomimetics and Dexterous Manipulation Laboratory July 2006 - September 2006
Skills
Derivatives, Trading, Options, Equity Derivatives, FX Options, FX trading, Hedging, Structured Products, Research, Programming, VBA, C++, Visual Basic, SQL, Matlab, Microsoft Excel, Statistics, OTC, Exchange Traded..., Algorithms, Trading Systems, Trading Strategies, Equity Trading, Interest Rate..., Swaps, Stock Trading, Volatility, Forwards, Bonds, Exotic Derivatives, FX Derivatives, Monte Carlo Simulation, Quantitative Finance, Bloomberg, Python, Project Management
Education
Stanford University 2007 — 2008
MS, Management Science and Engineering
Stanford University 2004 — 2008
BA, Economics
Wells Fargo Securities July 2008 - Present
Wells Fargo Securities July 2007 - August 2007
Phi Kappa Psi Fraternity September 2006 - June 2007
Stanford Biomimetics and Dexterous Manipulation Laboratory July 2006 - September 2006
Skills
Derivatives, Trading, Options, Equity Derivatives, FX Options, FX trading, Hedging, Structured Products, Research, Programming, VBA, C++, Visual Basic, SQL, Matlab, Microsoft Excel, Statistics, OTC, Exchange Traded..., Algorithms, Trading Systems, Trading Strategies, Equity Trading, Interest Rate..., Swaps, Stock Trading, Volatility, Forwards, Bonds, Exotic Derivatives, FX Derivatives, Monte Carlo Simulation, Quantitative Finance, Bloomberg, Python, Project Management
Education
Stanford University 2007 — 2008
MS, Management Science and Engineering
Stanford University 2004 — 2008
BA, Economics
John Roncevich John Roncevich's Wells Fargo Securities Experience 2003 - November 2012
Job CEO, Solidan LLC
Industry Banking
Experience
Solidan, LLC December 2012 - Present
Wells Fargo Securities 2003 - November 2012
Credit Suisse 1997 - 2002
McKinsey 1995 - 1997
US Navy 1986 - 1993
Skills
Swaps, Derivatives, Commodity, Options, Hedging, Trading, Capital Markets, Equities, Risk Management, Credit Derivatives, Asset Managment, Market Risk, Structured Finance, Banking, Financial Risk, Asset Management, Portfolio Management, Investment Banking, Financial Modeling
Education
Stanford Graduate School of Business 1993 — 1995
MBA
Stanford University 1993 — 1995
Master's Degree, International Development Policy
University of Virginia 1982 — 1986
Bachelor's Degree, Chemistry
Solidan, LLC December 2012 - Present
Wells Fargo Securities 2003 - November 2012
Credit Suisse 1997 - 2002
McKinsey 1995 - 1997
US Navy 1986 - 1993
Skills
Swaps, Derivatives, Commodity, Options, Hedging, Trading, Capital Markets, Equities, Risk Management, Credit Derivatives, Asset Managment, Market Risk, Structured Finance, Banking, Financial Risk, Asset Management, Portfolio Management, Investment Banking, Financial Modeling
Education
Stanford Graduate School of Business 1993 — 1995
MBA
Stanford University 1993 — 1995
Master's Degree, International Development Policy
University of Virginia 1982 — 1986
Bachelor's Degree, Chemistry
Michele Simons Michele Simons's Wells Fargo Securities Experience June 2012 - Present
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities June 2012 - Present
WestLB October 1993 - June 2012
Skills
Hedge Funds, Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Corporate Finance, Portfolio Management, Banking, Derivatives, Securities, Private Equity, Equities, Bloomberg, Credit
Education
Syracuse University
Bachelor of Science (BS), Accounting
Wells Fargo Securities June 2012 - Present
WestLB October 1993 - June 2012
Skills
Hedge Funds, Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Corporate Finance, Portfolio Management, Banking, Derivatives, Securities, Private Equity, Equities, Bloomberg, Credit
Education
Syracuse University
Bachelor of Science (BS), Accounting
John Hefney III John Hefney III's Wells Fargo Securities Experience August 2015 - Present
Job Assistant Vice President at Wells Fargo Securities
Industry Information Technology and Services
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities September 2007 - August 2015
Time Warner Cable 2003 - 2007
Bank of America 2000 - 2003
Skills
Process Improvement, Vendor Management, Business Analysis, Risk Management, Management, Business Process..., Banking, Project Management, Financial Analysis, Customer Service, PeopleSoft, Account Reconciliation, Access, Change Management, Accounts Payable, Visio, Portfolio Management, Team Building, Information Security, Third Party Vendor..., Risk Assessment
Education
South Carolina State University 1996 — 1999
MS, Agribusiness and Economics
University of South Carolina-Columbia 1993 — 1996
BS, Business Administration
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities September 2007 - August 2015
Time Warner Cable 2003 - 2007
Bank of America 2000 - 2003
Skills
Process Improvement, Vendor Management, Business Analysis, Risk Management, Management, Business Process..., Banking, Project Management, Financial Analysis, Customer Service, PeopleSoft, Account Reconciliation, Access, Change Management, Accounts Payable, Visio, Portfolio Management, Team Building, Information Security, Third Party Vendor..., Risk Assessment
Education
South Carolina State University 1996 — 1999
MS, Agribusiness and Economics
University of South Carolina-Columbia 1993 — 1996
BS, Business Administration
Paul Rice Paul Rice's Wells Fargo Securities Experience July 2014 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
KPMG US November 2010 - August 2012
Paul D. Rice, CPA, PLLC May 2010 - August 2012
Austin Industries August 2009 - May 2010
KPMG US September 2007 - August 2009
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Stephen F. Austin State University 2005 — 2007
Master of Professional Accountancy
Stephen F. Austin State University 2002 — 2005
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
KPMG US November 2010 - August 2012
Paul D. Rice, CPA, PLLC May 2010 - August 2012
Austin Industries August 2009 - May 2010
KPMG US September 2007 - August 2009
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Stephen F. Austin State University 2005 — 2007
Master of Professional Accountancy
Stephen F. Austin State University 2002 — 2005
Bachelor of Business Administration (BBA), Accounting
Shengyu Cao Shengyu Cao's Wells Fargo Securities Experience February 2013 - May 2013
Job Home Appliance Industry Analyst Intern at Changjiang Securities
Industry Investment Management
Experience
Changjiang Securities August 2013 - Present
Wells Fargo Securities February 2013 - May 2013
Citi March 2011 - July 2011
Industrial and Commercial Bank of China July 2010 - September 2010
Skills
Accounting, Financial Modeling, CFA Level Ⅲ Candidate, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Mandarin, Data Analysis, Research, Teamwork, Chinese, Corporate Finance, Financial Reporting, Eviews, Access, Social Media, Investment Management
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2013
Specialized Master of Business, Finance
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Economics, Banking and International Finance
Changjiang Securities August 2013 - Present
Wells Fargo Securities February 2013 - May 2013
Citi March 2011 - July 2011
Industrial and Commercial Bank of China July 2010 - September 2010
Skills
Accounting, Financial Modeling, CFA Level Ⅲ Candidate, Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Mandarin, Data Analysis, Research, Teamwork, Chinese, Corporate Finance, Financial Reporting, Eviews, Access, Social Media, Investment Management
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2013
Specialized Master of Business, Finance
Shanghai University of Finance and Economics 2008 — 2012
Bachelor of Economics, Banking and International Finance
Parth Sheth Parth Sheth's Wells Fargo Securities Experience June 2013 - August 2014
Job Senior Financial Analyst at FTS International
Industry Oil & Energy
Experience
FTS International September 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Crow Holdings Capital Partners, L.L.C. October 2012 - May 2013
Anne Rife Cox Endowment Fund May 2012 - May 2013
FXCM May 2012 - October 2012
Energy Future Holdings May 2011 - May 2012
Northwestern Mutual Financial Network May 2010 - April 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Microsoft Excel, Bloomberg Terminal, PowerPoint, Investments, Access, Corporate Finance, Capital IQ, Accounting, Portfolio Management, Capital Markets, Investment Banking, Analysis, Trading, Private Equity
Education
Southern Methodist University - Cox School of Business 2009 — 2013
BBA, Finance; Business
Jesuit College Preparatory 2005 — 2009
High School
FTS International September 2014 - Present
Wells Fargo Securities June 2013 - August 2014
Crow Holdings Capital Partners, L.L.C. October 2012 - May 2013
Anne Rife Cox Endowment Fund May 2012 - May 2013
FXCM May 2012 - October 2012
Energy Future Holdings May 2011 - May 2012
Northwestern Mutual Financial Network May 2010 - April 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Microsoft Excel, Bloomberg Terminal, PowerPoint, Investments, Access, Corporate Finance, Capital IQ, Accounting, Portfolio Management, Capital Markets, Investment Banking, Analysis, Trading, Private Equity
Education
Southern Methodist University - Cox School of Business 2009 — 2013
BBA, Finance; Business
Jesuit College Preparatory 2005 — 2009
High School
Cameron Newton, CFA Cameron Newton, CFA's Wells Fargo Securities Experience March 2005 - March 2009
Job Managing Partner, Relevance Capital
Industry Venture Capital & Private Equity
Experience
Relevance Capital March 2011 - Present
4Ignition Enterprises August 2010 - Present
Unum 2009 - 2011
Wells Fargo Securities March 2005 - March 2009
Banc of America Securities 2000 - 2005
Skills
Investments, Financial Modeling, Entrepreneurship, Insurance, Management Consulting, Business Strategy, Due Diligence, Management, New Business Development, Derivatives, Portfolio Management, Strategic Planning, Investment Management, Mergers & Acquisitions, Corporate Finance, Private Equity, Venture Capital
Education
Stanford University 1995 — 1999
BA, Economics
Relevance Capital March 2011 - Present
4Ignition Enterprises August 2010 - Present
Unum 2009 - 2011
Wells Fargo Securities March 2005 - March 2009
Banc of America Securities 2000 - 2005
Skills
Investments, Financial Modeling, Entrepreneurship, Insurance, Management Consulting, Business Strategy, Due Diligence, Management, New Business Development, Derivatives, Portfolio Management, Strategic Planning, Investment Management, Mergers & Acquisitions, Corporate Finance, Private Equity, Venture Capital
Education
Stanford University 1995 — 1999
BA, Economics
Matt Calvi's Wells Fargo Securities Experience March 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2014 - Present
Woodside Capital Partners November 2013 - February 2014
Franklin Templeton Investments May 2012 - August 2012
Esperanza Juvenil May 2007 - August 2008
Skills
Microsoft Office, Financial Analysis, Data Analysis, Financial Modeling, Critical Thinking, Public Speaking, Valuation, Research, Spanish, Marketing Strategy, Analysis, Due Diligence, Investment Banking
Education
Washington University in St. Louis - Olin Business School 2009 — 2013
BSBA, Finance and International Business
Singapore Management University 2012 — 2012
Semester Abroad
Menlo School
Wells Fargo Securities March 2014 - Present
Woodside Capital Partners November 2013 - February 2014
Franklin Templeton Investments May 2012 - August 2012
Esperanza Juvenil May 2007 - August 2008
Skills
Microsoft Office, Financial Analysis, Data Analysis, Financial Modeling, Critical Thinking, Public Speaking, Valuation, Research, Spanish, Marketing Strategy, Analysis, Due Diligence, Investment Banking
Education
Washington University in St. Louis - Olin Business School 2009 — 2013
BSBA, Finance and International Business
Singapore Management University 2012 — 2012
Semester Abroad
Menlo School
Adam Harrington Adam Harrington's Wells Fargo Securities Experience 2011 - Present
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities 2011 - Present
Financial Technology Partners 2009 - 2011
Banc of America Securities 2005 - 2009
Silicon Valley Bank 2000 - 2003
Education
Wake Forest University School of Business 2003 — 2005
MBA
Santa Clara University 1996 — 2000
BSC, Finance, English
Jesuit High School 1992 — 1996
Wells Fargo Securities 2011 - Present
Financial Technology Partners 2009 - 2011
Banc of America Securities 2005 - 2009
Silicon Valley Bank 2000 - 2003
Education
Wake Forest University School of Business 2003 — 2005
MBA
Santa Clara University 1996 — 2000
BSC, Finance, English
Jesuit High School 1992 — 1996
Erick Chumpitaz Erick Chumpitaz's Wells Fargo Securities Experience January 2015 - Present
Job Production Support Electronic Trading at Wells Fargo Securities
Industry Computer Software
Experience
Wells Fargo Securities January 2015 - Present
Bank of America March 2013 - January 2015
Wells Fargo December 2012 - February 2013
Citco Fund Services December 2010 - December 2012
Wells Fargo Securities August 2009 - December 2010
State Street February 2003 - February 2009
Deutsche Bank July 1999 - January 2003
Bankers Trust June 1998 - June 1999
Dialogic Corporation August 1996 - August 1997
Stevens Institute of Technology August 1995 - December 1995
Skills
Sybase, Unix, Solaris, Java, Crystal Reports, HTML, Autosys, ClearCase, Databases, Shell Scripting, Linux, AIX, MS Project, Awk, Actuate, Spanish, SQL*Plus, Unixware, Putty, ColdFusion, Tivoli, Unix Shell Scripting, SQL, PL/SQL, Visual Basic, SQL Server, XML, VBA, Software Project..., Websphere, VBScript, Visio, Oracle SQL, User Acceptance Testing, Requirements Analysis, Business Analysis, Perl, Application Development, Application Management, Production Support, OBIEE, Oracle, Software Development, Microsoft SQL Server, Business Process, Release Management, Quality Assurance, Microsoft Project, SDLC, Operating Systems
Education
Stevens Institute of Technology 2005 — 2007
Masters of Science in Information Systems, Information Systems
Stevens Institute of Technology 2005 — 2007
Graduate Certificate in Project Management, Project Management
Stevens Institute of Technology 1993 — 1998
Bachelor of Engineering in Computer Engineering with a concentration in Software Engineering, Computer Engineering - Software Engineering
Wells Fargo Securities January 2015 - Present
Bank of America March 2013 - January 2015
Wells Fargo December 2012 - February 2013
Citco Fund Services December 2010 - December 2012
Wells Fargo Securities August 2009 - December 2010
State Street February 2003 - February 2009
Deutsche Bank July 1999 - January 2003
Bankers Trust June 1998 - June 1999
Dialogic Corporation August 1996 - August 1997
Stevens Institute of Technology August 1995 - December 1995
Skills
Sybase, Unix, Solaris, Java, Crystal Reports, HTML, Autosys, ClearCase, Databases, Shell Scripting, Linux, AIX, MS Project, Awk, Actuate, Spanish, SQL*Plus, Unixware, Putty, ColdFusion, Tivoli, Unix Shell Scripting, SQL, PL/SQL, Visual Basic, SQL Server, XML, VBA, Software Project..., Websphere, VBScript, Visio, Oracle SQL, User Acceptance Testing, Requirements Analysis, Business Analysis, Perl, Application Development, Application Management, Production Support, OBIEE, Oracle, Software Development, Microsoft SQL Server, Business Process, Release Management, Quality Assurance, Microsoft Project, SDLC, Operating Systems
Education
Stevens Institute of Technology 2005 — 2007
Masters of Science in Information Systems, Information Systems
Stevens Institute of Technology 2005 — 2007
Graduate Certificate in Project Management, Project Management
Stevens Institute of Technology 1993 — 1998
Bachelor of Engineering in Computer Engineering with a concentration in Software Engineering, Computer Engineering - Software Engineering
Sarah Noble's Wells Fargo Securities Experience June 2014 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Sarah Noble Photography September 2006 - Present
International Rescue Committee March 2008 - September 2014
Inner Circle Sports June 2013 - July 2013
Fortress Investment Group June 2012 - July 2012
Skills
Microsoft Excel, Photography, Microsoft Office, Event Planning, PowerPoint, Editing, Social Media, Photoshop, Teamwork, Research, Microsoft Word, Stata, Blogging, InDesign, Logo Design, Data Analysis, Google Docs
Education
Middlebury College 2010 — 2014
Bachelor's degree, Economics, Magna Cum Laude
Stockholm School of Economics 2013 — 2013
Semester Abroad, The Swedish Program
The Bishop's School 2006 — 2010
Diploma
Wells Fargo Securities June 2014 - Present
Sarah Noble Photography September 2006 - Present
International Rescue Committee March 2008 - September 2014
Inner Circle Sports June 2013 - July 2013
Fortress Investment Group June 2012 - July 2012
Skills
Microsoft Excel, Photography, Microsoft Office, Event Planning, PowerPoint, Editing, Social Media, Photoshop, Teamwork, Research, Microsoft Word, Stata, Blogging, InDesign, Logo Design, Data Analysis, Google Docs
Education
Middlebury College 2010 — 2014
Bachelor's degree, Economics, Magna Cum Laude
Stockholm School of Economics 2013 — 2013
Semester Abroad, The Swedish Program
The Bishop's School 2006 — 2010
Diploma
Michelle Dyer's Wells Fargo Securities Experience 2011 - 2014
Job Executive Administrator at Jack Cooper Holdings Corp.
Industry Logistics and Supply Chain
Experience
Jack Cooper Logistics, LLC October 2014 - Present
Wells Fargo Securities 2011 - 2014
Wells Fargo Advisors 2009 - 2011
Skills
Microsoft Office, Management, Project Management, Logistics, Account Management, Team Building, Negotiation, Operations Management, Process Improvement, Microsoft Excel, Transportation..., Customer Service, Supply Chain Management, Shipping, Inventory Management, Supply Chain, Transportation, Office Management, Huam Resorces, Recuriting
Education
Strayer University 2013 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.9
St. John's University
Bachelor’s Degree, Physiology, General
Jack Cooper Logistics, LLC October 2014 - Present
Wells Fargo Securities 2011 - 2014
Wells Fargo Advisors 2009 - 2011
Skills
Microsoft Office, Management, Project Management, Logistics, Account Management, Team Building, Negotiation, Operations Management, Process Improvement, Microsoft Excel, Transportation..., Customer Service, Supply Chain Management, Shipping, Inventory Management, Supply Chain, Transportation, Office Management, Huam Resorces, Recuriting
Education
Strayer University 2013 — 2015
Master of Business Administration (M.B.A.), Human Resources Management and Services, 3.9
St. John's University
Bachelor’s Degree, Physiology, General
Gina Terrell Gina Terrell's Wells Fargo Securities Experience August 2014 - Present
Job Receptionist at Wells Fargo Securities
Industry Accounting
Experience
Wells Fargo Securities August 2014 - Present
Suny Old Westbury August 2013 - May 2014
Cardinal Industries Inc February 2013 - April 2014
Fulton Montgomery Community College Student Governent February 2012 - December 2012
A.N.Shell Realty June 2010 - December 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Social Media, Management, Sales, Strategic Planning, English, Microsoft Word, Microsoft Office, Budgets, Communication
Education
Southern New Hampshire University 2015 — 2016
Bachelor's Degree, Accounting
State University of New York College at Old Westbury 2013 — 2015
Accounting and Finance
Wells Fargo Securities August 2014 - Present
Suny Old Westbury August 2013 - May 2014
Cardinal Industries Inc February 2013 - April 2014
Fulton Montgomery Community College Student Governent February 2012 - December 2012
A.N.Shell Realty June 2010 - December 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Social Media, Management, Sales, Strategic Planning, English, Microsoft Word, Microsoft Office, Budgets, Communication
Education
Southern New Hampshire University 2015 — 2016
Bachelor's Degree, Accounting
State University of New York College at Old Westbury 2013 — 2015
Accounting and Finance
Christopher Russ Christopher Russ's Wells Fargo Securities Experience June 2013 - August 2013
Job Analyst Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2015 - Present
Stanford University - Stanford NAACP June 2014 - June 2015
Stanford University - Institute for Diversity in the Arts (IDA) September 2013 - June 2015
Credit Suisse June 2014 - August 2014
Management Leadership for Tomorrow August 2012 - September 2013
Wells Fargo Securities June 2013 - August 2013
Gates Millennium Scholars Program September 2010 - June 2013
Raytheon June 2012 - September 2012
Skills
Matlab, C++, Engineering, Java, C, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, VBA, Programming, Public Speaking
Education
Stanford University 2010 — 2015
Bachelor's Degree, Electrical Engineering
Stanford University 2010 — 2015
Minor, Computer Science
Credit Suisse July 2015 - Present
Stanford University - Stanford NAACP June 2014 - June 2015
Stanford University - Institute for Diversity in the Arts (IDA) September 2013 - June 2015
Credit Suisse June 2014 - August 2014
Management Leadership for Tomorrow August 2012 - September 2013
Wells Fargo Securities June 2013 - August 2013
Gates Millennium Scholars Program September 2010 - June 2013
Raytheon June 2012 - September 2012
Skills
Matlab, C++, Engineering, Java, C, Microsoft Office, Microsoft Excel, PowerPoint, Data Analysis, VBA, Programming, Public Speaking
Education
Stanford University 2010 — 2015
Bachelor's Degree, Electrical Engineering
Stanford University 2010 — 2015
Minor, Computer Science
Andrew Brunkhorst Andrew Brunkhorst's Wells Fargo Securities Experience July 2015 - Present
Job Energy Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2015 - Present
EDF Trading August 2014 - Present
Phillips 66 January 2014 - July 2014
Florida Power & Light May 2013 - August 2013
Skills
Microsoft Excel, Financial Analysis, Trading, Microsoft Office, Bloomberg Terminal, PowerPoint, Financial Modeling, Data Analysis, Microsoft Word, VBA, Bloomberg, Teamwork, Risk Management, Derivatives, Accounting, Analysis, Energy
Education
Texas A&M University - Mays Business School 2009 — 2014
Bachelor of Science (B.S.), Finance, General
Wells Fargo Securities July 2015 - Present
EDF Trading August 2014 - Present
Phillips 66 January 2014 - July 2014
Florida Power & Light May 2013 - August 2013
Skills
Microsoft Excel, Financial Analysis, Trading, Microsoft Office, Bloomberg Terminal, PowerPoint, Financial Modeling, Data Analysis, Microsoft Word, VBA, Bloomberg, Teamwork, Risk Management, Derivatives, Accounting, Analysis, Energy
Education
Texas A&M University - Mays Business School 2009 — 2014
Bachelor of Science (B.S.), Finance, General
Lori Mahoney Brooks Lori Mahoney Brooks's Wells Fargo Securities Experience March 2014 - January 2015
Job Market Associate The Siegfried Group
Industry Accounting
Experience
The Siegfried Group January 2015 - Present
Wells Fargo Securities March 2014 - January 2015
Wells Fargo Securities July 2013 - March 2014
The Siegfried Group October 2011 - July 2013
Atlantic Capital Bank July 2010 - October 2011
Delta Air Lines July 2008 - July 2010
EY July 2003 - July 2008
Skills
Financial Reporting, Internal Controls, Accounting, SEC filings, Auditing, Financial Analysis, US GAAP, GAAP, Financial Statements, Financial Accounting, Sarbanes-Oxley, External Audit, Consolidation, Finance, SEC Filings, Sarbanes-Oxley Act, CPA
Education
Texas A&M University - Mays Business School 1998 — 2003
BBA / MS, Accounting / Finance
The Siegfried Group January 2015 - Present
Wells Fargo Securities March 2014 - January 2015
Wells Fargo Securities July 2013 - March 2014
The Siegfried Group October 2011 - July 2013
Atlantic Capital Bank July 2010 - October 2011
Delta Air Lines July 2008 - July 2010
EY July 2003 - July 2008
Skills
Financial Reporting, Internal Controls, Accounting, SEC filings, Auditing, Financial Analysis, US GAAP, GAAP, Financial Statements, Financial Accounting, Sarbanes-Oxley, External Audit, Consolidation, Finance, SEC Filings, Sarbanes-Oxley Act, CPA
Education
Texas A&M University - Mays Business School 1998 — 2003
BBA / MS, Accounting / Finance
Kristen Brownell's Wells Fargo Securities Experience December 1992 - April 2015
Job Principal/Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray August 2015 - Present
Wells Fargo Securities December 1992 - April 2015
Skills
Investments, Financial Analysis, Banking, Portfolio Management, Management, Finance, Strategic Planning, Municipal Bonds, Federal Agencies, US Treasuries, Commercial Paper, Corporates, Certificates of Deposit, Bloomberg Terminal
Education
Simpson College
Bachelor's degree, Business Management
Piper Jaffray August 2015 - Present
Wells Fargo Securities December 1992 - April 2015
Skills
Investments, Financial Analysis, Banking, Portfolio Management, Management, Finance, Strategic Planning, Municipal Bonds, Federal Agencies, US Treasuries, Commercial Paper, Corporates, Certificates of Deposit, Bloomberg Terminal
Education
Simpson College
Bachelor's degree, Business Management
Alex Caffey Alex Caffey's Wells Fargo Securities Experience May 2008 - April 2009
Job BerkeleyHaas MBA Class of 2016
Industry Management Consulting
Experience
The Boston Consulting Group June 2015 - August 2015
Sagent Advisors May 2009 - June 2014
Wells Fargo Securities May 2008 - April 2009
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
Sewanee-The University of the South 2004 — 2008
BA, Economics
The Boston Consulting Group June 2015 - August 2015
Sagent Advisors May 2009 - June 2014
Wells Fargo Securities May 2008 - April 2009
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
Sewanee-The University of the South 2004 — 2008
BA, Economics
Brian Reale Brian Reale's Wells Fargo Securities Experience June 2011 - Present
Job Equity Capital Markets Special Equities Trading at Wells Fargo Securities
Industry Investment Management
Experience
Wells Fargo Securities June 2011 - Present
Wells Fargo Securities September 2010 - June 2011
Highbridge Capital Management February 2008 - August 2010
UBS Investment Bank June 2007 - August 2007
Skills
Equities, Trading, Middle Office, Series 7, Settlement, Capital Markets, FINRA, Investment Strategies, Finance, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Structured Products, Bloomberg, Securities, Investment Banking
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
St. John's University 2004 — 2008
Bachelor's degree, Finance, General
Wells Fargo Securities June 2011 - Present
Wells Fargo Securities September 2010 - June 2011
Highbridge Capital Management February 2008 - August 2010
UBS Investment Bank June 2007 - August 2007
Skills
Equities, Trading, Middle Office, Series 7, Settlement, Capital Markets, FINRA, Investment Strategies, Finance, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Structured Products, Bloomberg, Securities, Investment Banking
Education
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance, General
St. John's University 2004 — 2008
Bachelor's degree, Finance, General
James Hainsworth James Hainsworth's Wells Fargo Securities Experience September 2015 - Present
Job Interest Rate Risk Management at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities September 2015 - Present
Wells Fargo Securities September 2014 - Present
Wells Fargo Securities November 2013 - September 2014
XPO Logistics, Inc. October 2013 - November 2013
Wells Fargo Home Mortgage March 2013 - September 2013
Actavis Pharmaceuticals July 2012 - November 2012
Northwestern Mutual May 2011 - February 2012
Bausch + Lomb 2010 - 2010
Education
State University of New York College at Geneseo 2008 — 2012
BS, Business Administration and Management, General
Wells Fargo Securities September 2015 - Present
Wells Fargo Securities September 2014 - Present
Wells Fargo Securities November 2013 - September 2014
XPO Logistics, Inc. October 2013 - November 2013
Wells Fargo Home Mortgage March 2013 - September 2013
Actavis Pharmaceuticals July 2012 - November 2012
Northwestern Mutual May 2011 - February 2012
Bausch + Lomb 2010 - 2010
Education
State University of New York College at Geneseo 2008 — 2012
BS, Business Administration and Management, General
Cole Michalek Cole Michalek's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Summer Analyst at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities June 2015 - Present
VMG Health January 2015 - April 2015
Pearigee Partners August 2014 - December 2014
Bankers Life and Casualty Company May 2014 - August 2014
GAM Gear, LLC May 2013 - January 2014
Senator Mark Kirk August 2011 - October 2011
Valley Lo Club June 2011 - August 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Analysis, Leadership, Microsoft Word, Financial Analysis, Public Speaking, Market Research, Investments, Financial Modeling, Investment Banking, Due Diligence
Education
Southern Methodist University 2012 — 2016
Finance and Economics
Loyola Academy 2008 — 2012
Wells Fargo Securities June 2015 - Present
VMG Health January 2015 - April 2015
Pearigee Partners August 2014 - December 2014
Bankers Life and Casualty Company May 2014 - August 2014
GAM Gear, LLC May 2013 - January 2014
Senator Mark Kirk August 2011 - October 2011
Valley Lo Club June 2011 - August 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Analysis, Leadership, Microsoft Word, Financial Analysis, Public Speaking, Market Research, Investments, Financial Modeling, Investment Banking, Due Diligence
Education
Southern Methodist University 2012 — 2016
Finance and Economics
Loyola Academy 2008 — 2012
Fran Walker Fran Walker's Wells Fargo Securities Experience June 2013 - August 2013
Job Former Leverage Finance Summer Analyst at Wells Fargo
Industry Investment Banking
Experience
Orange Value Fund May 2012 - May 2014
McNair Achievement Programs, LLC May 2012 - May 2014
Bloomberg March 2011 - May 2014
Management Leadership for Tomorrow June 2012 - December 2013
Wells Fargo Securities June 2013 - August 2013
Syracuse University January 2011 - August 2013
KeyBank October 2012 - October 2012
GE February 2012 - February 2012
Skills
Leadership, Research, Access, Analysis, Bloomberg, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking, Equities, Advertising, Microsoft Office, Data Analysis, Time Management, Investment Banking, Creative Writer, Grant Writing, PHP, HTML, Minitab, Fathom, Bloomberg Terminal, Investments, Fixed Income, Capital IQ, Portfolio Management, Markit, Factset, AdvantageData, CapitalIQ, Pitch Books, Credit Agreements, Credit Indentures, Credit
Education
Syracuse University 2010 — 2014
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Finance
Orange Value Fund May 2012 - May 2014
McNair Achievement Programs, LLC May 2012 - May 2014
Bloomberg March 2011 - May 2014
Management Leadership for Tomorrow June 2012 - December 2013
Wells Fargo Securities June 2013 - August 2013
Syracuse University January 2011 - August 2013
KeyBank October 2012 - October 2012
GE February 2012 - February 2012
Skills
Leadership, Research, Access, Analysis, Bloomberg, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Public Speaking, Equities, Advertising, Microsoft Office, Data Analysis, Time Management, Investment Banking, Creative Writer, Grant Writing, PHP, HTML, Minitab, Fathom, Bloomberg Terminal, Investments, Fixed Income, Capital IQ, Portfolio Management, Markit, Factset, AdvantageData, CapitalIQ, Pitch Books, Credit Agreements, Credit Indentures, Credit
Education
Syracuse University 2010 — 2014
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Finance
Timothy Cameron Timothy Cameron's Wells Fargo Securities Experience October 2013 - Present
Job Credit Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Securities October 2013 - Present
Wells Fargo Bank June 2010 - October 2013
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Small Business Lending, Lines Of Credit, Commercial Banking, Credit Risk, Banking, Mortgage Lending, Loan Origination, Commercial Mortgages, Asset Based Lending, Financial Analysis, Financial Risk, Finance, Cross Selling, Retail Banking, Treasury Management, Accounting, Financial Statement..., Cash Management, Deposits, Mortgage Banking, Warehouse Lending, Capital Markets, Due Diligence, Operational Due..., Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Analysis, Microsoft Word, Portfolio Management, Risk Management, Financial Modeling, Investments, Financial Services, Relationship Management
Education
SUNY Geneseo 2009 — 2010
Master of Science (MS), Accounting
SUNY Geneseo 2005 — 2009
Bachelor of Science (BS), Accounting
Wells Fargo Securities October 2013 - Present
Wells Fargo Bank June 2010 - October 2013
Skills
Credit Analysis, Commercial Lending, Credit, Loans, Small Business Lending, Lines Of Credit, Commercial Banking, Credit Risk, Banking, Mortgage Lending, Loan Origination, Commercial Mortgages, Asset Based Lending, Financial Analysis, Financial Risk, Finance, Cross Selling, Retail Banking, Treasury Management, Accounting, Financial Statement..., Cash Management, Deposits, Mortgage Banking, Warehouse Lending, Capital Markets, Due Diligence, Operational Due..., Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Analysis, Microsoft Word, Portfolio Management, Risk Management, Financial Modeling, Investments, Financial Services, Relationship Management
Education
SUNY Geneseo 2009 — 2010
Master of Science (MS), Accounting
SUNY Geneseo 2005 — 2009
Bachelor of Science (BS), Accounting
Logan Ardis Logan Ardis's Wells Fargo Securities Experience March 2014 - Present
Job Vice President at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities July 2010 - Present
Wells Fargo Securities April 2009 - August 2010
Barrington Associates July 2007 - April 2009
Skills
Mergers & Acquisitions, Private Equity, Valuation, Due Diligence, Corporate Finance, Venture Capital, Investments, Start-ups, Hedge Funds, LBO, Analysis, Capital IQ, Financial Modeling, Investment Banking, Program Management, Capital Markets, Equities
Education
Stanford University 2003 — 2007
BA, Economics
Wells Fargo Securities March 2014 - Present
Wells Fargo Securities July 2010 - Present
Wells Fargo Securities April 2009 - August 2010
Barrington Associates July 2007 - April 2009
Skills
Mergers & Acquisitions, Private Equity, Valuation, Due Diligence, Corporate Finance, Venture Capital, Investments, Start-ups, Hedge Funds, LBO, Analysis, Capital IQ, Financial Modeling, Investment Banking, Program Management, Capital Markets, Equities
Education
Stanford University 2003 — 2007
BA, Economics
Houman Forood's Wells Fargo Securities Experience March 1999 - September 2001
Job Head of Product Management & 3rd Party Developer Program
Industry Internet
Experience
New March 2014 - Present
San Francisco March 2013 - February 2014
Trilibis Mobile July 2012 - February 2013
Nokia December 2009 - July 2012
Microsoft June 2008 - June 2009
Danger (acquired by Microsoft) September 2006 - June 2008
MetroWize October 2005 - September 2006
Orange September 2001 - September 2005
Wells Fargo Securities March 1999 - September 2001
Skills
Mobile Technology, User Experience, Mobile Communications, Strategy, Wireless, Product Management, Telecommunications, Mobile Content, Cross-functional Team..., Mobile Marketing, Product Marketing, Product Lifecycle..., Cloud Computing, Business Development, Mobile Web Design, Executive Management, Product Planning, SaaS, one web, Start-ups, Go-to-market Strategy, IOT, Smart Homes
Education
Sonoma State University 1994 — 1998
Bachelor's degree
New March 2014 - Present
San Francisco March 2013 - February 2014
Trilibis Mobile July 2012 - February 2013
Nokia December 2009 - July 2012
Microsoft June 2008 - June 2009
Danger (acquired by Microsoft) September 2006 - June 2008
MetroWize October 2005 - September 2006
Orange September 2001 - September 2005
Wells Fargo Securities March 1999 - September 2001
Skills
Mobile Technology, User Experience, Mobile Communications, Strategy, Wireless, Product Management, Telecommunications, Mobile Content, Cross-functional Team..., Mobile Marketing, Product Marketing, Product Lifecycle..., Cloud Computing, Business Development, Mobile Web Design, Executive Management, Product Planning, SaaS, one web, Start-ups, Go-to-market Strategy, IOT, Smart Homes
Education
Sonoma State University 1994 — 1998
Bachelor's degree
Faisal Kazmi's Wells Fargo Securities Experience August 2009 - October 2010
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2013 - Present
Credit Suisse July 2010 - December 2012
Wells Fargo Securities August 2009 - October 2010
AlixPartners 2009 - 2009
Credit Suisse 2005 - 2009
BearingPoint March 2005 - July 2005
International Consultants US 2004 - 2005
Deloitte 2000 - 2004
Kazmi & Kazmi, LLC 1999 - 2003
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA
Stevens Institute of Technology 2000 — 2005
M. Eng.
Stevens Institute of Technology 1999 — 2000
M. Eng
Stevens Institute of Technology 1995 — 1999
B.Eng
Credit Suisse January 2013 - Present
Credit Suisse July 2010 - December 2012
Wells Fargo Securities August 2009 - October 2010
AlixPartners 2009 - 2009
Credit Suisse 2005 - 2009
BearingPoint March 2005 - July 2005
International Consultants US 2004 - 2005
Deloitte 2000 - 2004
Kazmi & Kazmi, LLC 1999 - 2003
Education
New York University - Leonard N. Stern School of Business 2004 — 2008
MBA
Stevens Institute of Technology 2000 — 2005
M. Eng.
Stevens Institute of Technology 1999 — 2000
M. Eng
Stevens Institute of Technology 1995 — 1999
B.Eng
Ronnette Timmons's Wells Fargo Securities Experience November 2004 - Present
Job Registered Sales Assistant
Industry Financial Services
Experience
Wells Fargo Securities November 2004 - Present
Education
Strayer University 2005 — 2009
Wells Fargo Securities November 2004 - Present
Education
Strayer University 2005 — 2009
Jaikumar Parthasarathy's Wells Fargo Securities Experience May 2006 - Present
Job Director at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities May 2006 - Present
TD Securities April 2003 - May 2006
Total Credit Recovery 2000 - 2003
Skills
Derivatives, Trading, Credit, Credit Derivatives, Calypso, Swaps, CDO, Fixed Income, Capital Markets, Options, Interest Rate..., Market Risk, Trading Systems, Credit Risk, Business Analysis, Financial Markets, Unix, Java, IT Strategy, Access, Sybase, Bonds, Team Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
MBA, Finance
Canadian Securities Institute 2003 — 2005
DMS, Derivatives Market Specialist
Sathyabama University
Wells Fargo Securities May 2006 - Present
TD Securities April 2003 - May 2006
Total Credit Recovery 2000 - 2003
Skills
Derivatives, Trading, Credit, Credit Derivatives, Calypso, Swaps, CDO, Fixed Income, Capital Markets, Options, Interest Rate..., Market Risk, Trading Systems, Credit Risk, Business Analysis, Financial Markets, Unix, Java, IT Strategy, Access, Sybase, Bonds, Team Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2009
MBA, Finance
Canadian Securities Institute 2003 — 2005
DMS, Derivatives Market Specialist
Sathyabama University
Reinhard, Kevin's Wells Fargo Securities Experience 2015 - Present
Job Director of Short End Rates Trading at Wells Fargo Securities, LLC
Industry Capital Markets
Experience
Wells Fargo Securities 2015 - Present
Wells Fargo Securities 2009 - 2015
Wachovia Securities 2000 - 2009
Education
State University of New York College at Buffalo 1996 — 2000
Bachelor of Science in Business Administration, Finance and Marketing
Wells Fargo Securities 2015 - Present
Wells Fargo Securities 2009 - 2015
Wachovia Securities 2000 - 2009
Education
State University of New York College at Buffalo 1996 — 2000
Bachelor of Science in Business Administration, Finance and Marketing
Casey O'Brien's Wells Fargo Securities Experience May 2013 - September 2014
Job
Industry Banking
Experience
Pursuing Doctorate in Physical Therapy January 2015 - Present
Wells Fargo Securities May 2013 - September 2014
Barclays July 2011 - May 2013
Barclays July 2010 - July 2011
Morgan Stanley May 2008 - August 2008
Northwestern Mutual May 2007 - May 2008
Education
Southern Methodist University 2009 — 2010
MS, Systems Engineering
Southern Methodist University 2005 — 2009
BS, EMIS & CSE
Pursuing Doctorate in Physical Therapy January 2015 - Present
Wells Fargo Securities May 2013 - September 2014
Barclays July 2011 - May 2013
Barclays July 2010 - July 2011
Morgan Stanley May 2008 - August 2008
Northwestern Mutual May 2007 - May 2008
Education
Southern Methodist University 2009 — 2010
MS, Systems Engineering
Southern Methodist University 2005 — 2009
BS, EMIS & CSE
Glenn Sobrepena's Wells Fargo Securities Experience August 1997 - September 2000
Job Supervisor Portfolio Operations at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 2001 - Present
Banc of America Securities November 2000 - April 2001
Wells Fargo Securities August 1997 - September 2000
Education
San Jose State University
BS, Business Administration-Human Resource Management
Franklin Templeton Investments 2001 - Present
Banc of America Securities November 2000 - April 2001
Wells Fargo Securities August 1997 - September 2000
Education
San Jose State University
BS, Business Administration-Human Resource Management
Juan Fortuno MBA's Wells Fargo Securities Experience November 1996 - August 1999
Job Manager of Project Management at Prudential Financial
Industry Financial Services
Experience
The Joint Interest Group INC 2003 - Present
Prudential Financial September 2006 - August 2011
Prudential Financial August 1999 - September 2006
Wells Fargo Securities November 1996 - August 1999
St. John's University September 1992 - June 1996
Skills
Project Management, Strategic Planning, Sales, Bloomberg, Financial Analysis, Business Analysis, Team Leadership, Team Building, New Business Development, Social Networking, Teachers, Operations Management, Vendor Management, Strategy, Business Process..., Entrepreneurship, Business Strategy, Leadership, E-commerce, Competitive Analysis, CRM, Strategic Partnerships, Start-ups, Business Development, Program Management, Analytics, Executive Management, Market Research, Management Consulting, Marketing, Mergers & Acquisitions, Marketing Strategy, Cross-functional Team..., Digital Marketing
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1996
MBA, Executive Management
Saint John's University 1988 — 1992
BA, Political Science
The Joint Interest Group INC 2003 - Present
Prudential Financial September 2006 - August 2011
Prudential Financial August 1999 - September 2006
Wells Fargo Securities November 1996 - August 1999
St. John's University September 1992 - June 1996
Skills
Project Management, Strategic Planning, Sales, Bloomberg, Financial Analysis, Business Analysis, Team Leadership, Team Building, New Business Development, Social Networking, Teachers, Operations Management, Vendor Management, Strategy, Business Process..., Entrepreneurship, Business Strategy, Leadership, E-commerce, Competitive Analysis, CRM, Strategic Partnerships, Start-ups, Business Development, Program Management, Analytics, Executive Management, Market Research, Management Consulting, Marketing, Mergers & Acquisitions, Marketing Strategy, Cross-functional Team..., Digital Marketing
Education
Saint John's University - Peter J. Tobin College of Business 1994 — 1996
MBA, Executive Management
Saint John's University 1988 — 1992
BA, Political Science
Michael Colonna's Wells Fargo Securities Experience June 2015 - Present
Job Director, Prime Services at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - Present
TradeStation Securities August 2012 - May 2015
Citi March 2004 - August 2012
Smith Barney October 2002 - February 2004
Skills
Series 7, Securities Lending, Prime Brokerage, Series 63, Equities, Hedge Funds, Securities, Fixed Income, Bloomberg, ETFs, Trading, Series 24, Equity Trading, Options, Capital Markets, Trading Systems, Collateral Management, Derivatives, Bonds, Alternative Investments
Education
Saint John's University - Peter J. Tobin College of Business 1997 — 2001
Bachelor's degree, Finance, General
St. Joseph by the Sea H.S 1993 — 1997
Wells Fargo Securities June 2015 - Present
TradeStation Securities August 2012 - May 2015
Citi March 2004 - August 2012
Smith Barney October 2002 - February 2004
Skills
Series 7, Securities Lending, Prime Brokerage, Series 63, Equities, Hedge Funds, Securities, Fixed Income, Bloomberg, ETFs, Trading, Series 24, Equity Trading, Options, Capital Markets, Trading Systems, Collateral Management, Derivatives, Bonds, Alternative Investments
Education
Saint John's University - Peter J. Tobin College of Business 1997 — 2001
Bachelor's degree, Finance, General
St. Joseph by the Sea H.S 1993 — 1997
Katie Moore, CPA's Wells Fargo Securities Experience 2010 - 2014
Job Vice President, Liquidity Risk Management at Wells Fargo
Industry Banking
Experience
Wells Fargo 2014 - Present
Wells Fargo Securities 2010 - 2014
OppenheimerFunds, Inc 2007 - 2010
Deloitte & Touche, LLP 2005 - 2007
Skills
External Audit, Auditing, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Tax, Corporate Finance, SEC filings, Accounting, US GAAP, Consolidation, Finance, Internal Controls, IFRS, CPA, Financial Analysis, Portfolio Management, Investments, Budgets, Asset Management, Financial Risk, Analysis
Education
Southern Methodist University - Cox School of Business 2004 — 2005
MSA, Master Science Accounting
Southern Methodist University 2000 — 2004
BBA, Accounting & Economics
Myers Park High School
Wells Fargo 2014 - Present
Wells Fargo Securities 2010 - 2014
OppenheimerFunds, Inc 2007 - 2010
Deloitte & Touche, LLP 2005 - 2007
Skills
External Audit, Auditing, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Tax, Corporate Finance, SEC filings, Accounting, US GAAP, Consolidation, Finance, Internal Controls, IFRS, CPA, Financial Analysis, Portfolio Management, Investments, Budgets, Asset Management, Financial Risk, Analysis
Education
Southern Methodist University - Cox School of Business 2004 — 2005
MSA, Master Science Accounting
Southern Methodist University 2000 — 2004
BBA, Accounting & Economics
Myers Park High School
Cameron Baynard, CFA's Wells Fargo Securities Experience November 2009 - December 2010
Job Director at Highland Capital Management, L.P.
Industry Venture Capital & Private Equity
Experience
Highland Capital Management, L.P. February 2014 - Present
Rockland Capital January 2011 - January 2014
Wells Fargo Securities November 2009 - December 2010
The BVA Group LLC July 2008 - November 2009
HBK Capital Management August 2007 - January 2008
HBK Capital Management January 2007 - August 2007
Education
Southern Methodist University 2004 — 2008
BBA, BS, BA, Finance, Economics, Public Policy
Highland Capital Management, L.P. February 2014 - Present
Rockland Capital January 2011 - January 2014
Wells Fargo Securities November 2009 - December 2010
The BVA Group LLC July 2008 - November 2009
HBK Capital Management August 2007 - January 2008
HBK Capital Management January 2007 - August 2007
Education
Southern Methodist University 2004 — 2008
BBA, BS, BA, Finance, Economics, Public Policy
Austin Vanassa's Wells Fargo Securities Experience June 2014 - Present
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Bank of America Merrill Lynch January 2013 - June 2014
Bank of America Merrill Lynch June 2009 - January 2013
Bank of America Merrill Lynch March 2006 - June 2009
Skills
Structured Finance, Capital Markets, Financial Modeling, Investment Banking, Fixed Income, Valuation, Bloomberg, Derivatives, Financial Analysis, Corporate Finance, Intex, Credit Analysis, Asset Backed Financing
Education
Wake Forest University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
SDA Bocconi 2003 — 2003
Wells Fargo Securities June 2014 - Present
Bank of America Merrill Lynch January 2013 - June 2014
Bank of America Merrill Lynch June 2009 - January 2013
Bank of America Merrill Lynch March 2006 - June 2009
Skills
Structured Finance, Capital Markets, Financial Modeling, Investment Banking, Fixed Income, Valuation, Bloomberg, Derivatives, Financial Analysis, Corporate Finance, Intex, Credit Analysis, Asset Backed Financing
Education
Wake Forest University 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
SDA Bocconi 2003 — 2003
Starla Hendricks's Wells Fargo Securities Experience 1990 - 1996
Job Vice President Business Development at Financial Industry Technical Services, Inc. (FITS)
Industry Financial Services
Experience
Financial Industry Technical Services,Inc. (FITS) June 2006 - Present
PMI Minnesota 2008 - 2009
PMI Minnesota 2007 - 2008
SS&C Technologies May 2004 - May 2006
Marxen Systems, Inc. 2002 - 2004
SS&C Technologies 1998 - 2002
U.S Bancorp Investments 1996 - 1998
Wells Fargo Securities 1990 - 1996
Skills
Financial Services, Back Office, Business Analysis, Product Management, Relationship Management, Fixed Income, Securities, Mutual Funds, Equities, Risk Management, Vendor Management, New Business Development, Account Management, Process Improvement, Cross-functional Team..., Hedge Funds, Asset Management, Wealth Management, Derivatives, Trading Systems, Business Development, Banking, Trading, Series 7, Portfolio Management, Mergers & Acquisitions, Capital Markets, Financial Risk, Options, Funding, Strategy, Credit, Leadership, Analytics, Financial Analysis, Loans, Bonds
Education
St. Cloud State University
BS, Marketing
Wayzata High School
Financial Industry Technical Services,Inc. (FITS) June 2006 - Present
PMI Minnesota 2008 - 2009
PMI Minnesota 2007 - 2008
SS&C Technologies May 2004 - May 2006
Marxen Systems, Inc. 2002 - 2004
SS&C Technologies 1998 - 2002
U.S Bancorp Investments 1996 - 1998
Wells Fargo Securities 1990 - 1996
Skills
Financial Services, Back Office, Business Analysis, Product Management, Relationship Management, Fixed Income, Securities, Mutual Funds, Equities, Risk Management, Vendor Management, New Business Development, Account Management, Process Improvement, Cross-functional Team..., Hedge Funds, Asset Management, Wealth Management, Derivatives, Trading Systems, Business Development, Banking, Trading, Series 7, Portfolio Management, Mergers & Acquisitions, Capital Markets, Financial Risk, Options, Funding, Strategy, Credit, Leadership, Analytics, Financial Analysis, Loans, Bonds
Education
St. Cloud State University
BS, Marketing
Wayzata High School
Eric Vos's Wells Fargo Securities Experience April 2014 - Present
Job Director of Middle Market Products and Services at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2014 - Present
Wells Fargo Securities March 2009 - April 2014
Wells Fargo Institutional Brokerage September 1996 - March 2009
Skills
Fixed Income, Capital Markets, Securities, Back Office, Product Management, Leadership, Financial Services, Management, Risk Management, Banking, Equities, Strategic Planning, Business Analysis, Vendor Management, Trading Systems, Analysis, Product Development, Entrepreneurship, Small Business
Education
University of Wisconsin
MBA, Management, Finance
St. Cloud State University
BS, Finance
Wells Fargo Securities April 2014 - Present
Wells Fargo Securities March 2009 - April 2014
Wells Fargo Institutional Brokerage September 1996 - March 2009
Skills
Fixed Income, Capital Markets, Securities, Back Office, Product Management, Leadership, Financial Services, Management, Risk Management, Banking, Equities, Strategic Planning, Business Analysis, Vendor Management, Trading Systems, Analysis, Product Development, Entrepreneurship, Small Business
Education
University of Wisconsin
MBA, Management, Finance
St. Cloud State University
BS, Finance
Jim Boswell's Wells Fargo Securities Experience October 2013 - Present
Job Director Prime Brokerage Sales at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 2013 - Present
UBS Investment Bank July 2006 - August 2013
UBS 2006 - August 2013
Bear, Stearns & Co. Inc. 1996 - 2006
RCM Capital Management September 1991 - January 1996
Education
San Francisco State University 1990 — 1993
Finance, General
Westwood High School 1986 — 1988
San Francisco State University
Wells Fargo Securities October 2013 - Present
UBS Investment Bank July 2006 - August 2013
UBS 2006 - August 2013
Bear, Stearns & Co. Inc. 1996 - 2006
RCM Capital Management September 1991 - January 1996
Education
San Francisco State University 1990 — 1993
Finance, General
Westwood High School 1986 — 1988
San Francisco State University
Arthur Scott's Wells Fargo Securities Experience September 2008 - Present
Job Project manager at Wachovia Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2008 - Present
Wachovia Corporation 2006 - 2009
Skills
Trading Systems, Market Data, Equities, Options, Disaster Recovery, Financial Services, Fixed Income, Electronic Trading, Trading, Business Continuity, Data Center
Education
State University of New York at Stony Brook
Wells Fargo Securities September 2008 - Present
Wachovia Corporation 2006 - 2009
Skills
Trading Systems, Market Data, Equities, Options, Disaster Recovery, Financial Services, Fixed Income, Electronic Trading, Trading, Business Continuity, Data Center
Education
State University of New York at Stony Brook
Adrienne (Bremner) Haley's Wells Fargo Securities Experience September 2014 - Present
Job Business Process Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Verus Consulting Group LLC December 2012 - August 2014
D.A. Davidson & Co. through Verus Consulting Group, LLC. March 2013 - 2014
Wells Fargo Securities June 2012 - February 2013
Wells Fargo September 2011 - April 2012
Wells Fargo Investments 2001 - 2011
Norwest Investment Services Inc. 1999 - 2001
RBC Dain Rauscher 1990 - 1997
Skills
Training Delivery, Coaching, Instructional Design, Blended Learning, Leadership Development, Change Management, Organizational..., Team Building, Process Improvement, E-learning, Strategic Planning, Team Management, Project Management, Learning Management, Integration, Call Centers, Business Process..., Leadership, Training, Management, Risk Management, Mergers & Acquisitions, Employee Engagement, E-Learning, Business Strategy, Analysis, Vendor Management, Employee Training, Strategy, Business Analysis, Talent Management, Team Leadership, Performance Management, Banking, Program Management, Financial Services, Operations Management, CRM
Education
University of St. Thomas 2001 — 2003
Business
St. Cloud State University 1988 — 2000
Business
Wells Fargo Securities September 2014 - Present
Verus Consulting Group LLC December 2012 - August 2014
D.A. Davidson & Co. through Verus Consulting Group, LLC. March 2013 - 2014
Wells Fargo Securities June 2012 - February 2013
Wells Fargo September 2011 - April 2012
Wells Fargo Investments 2001 - 2011
Norwest Investment Services Inc. 1999 - 2001
RBC Dain Rauscher 1990 - 1997
Skills
Training Delivery, Coaching, Instructional Design, Blended Learning, Leadership Development, Change Management, Organizational..., Team Building, Process Improvement, E-learning, Strategic Planning, Team Management, Project Management, Learning Management, Integration, Call Centers, Business Process..., Leadership, Training, Management, Risk Management, Mergers & Acquisitions, Employee Engagement, E-Learning, Business Strategy, Analysis, Vendor Management, Employee Training, Strategy, Business Analysis, Talent Management, Team Leadership, Performance Management, Banking, Program Management, Financial Services, Operations Management, CRM
Education
University of St. Thomas 2001 — 2003
Business
St. Cloud State University 1988 — 2000
Business
Ehsan Roosta's Wells Fargo Securities Experience July 2014 - Present
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
MobileLife June 2011 - July 2012
ClariPhy Communications January 2008 - May 2011
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Sharif University of Technology 2001 — 2003
Electrical Engineering
University of Southern California
Electrical Engineering
Wells Fargo Securities July 2014 - Present
Wells Fargo Securities June 2013 - August 2013
MobileLife June 2011 - July 2012
ClariPhy Communications January 2008 - May 2011
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Sharif University of Technology 2001 — 2003
Electrical Engineering
University of Southern California
Electrical Engineering
Andrew Pacini's Wells Fargo Securities Experience June 2012 - April 2014
Job Vice President at Medley Capital
Industry Banking
Experience
Medley Capital April 2014 - Present
Wells Fargo Securities June 2012 - April 2014
Wells Fargo January 2009 - June 2012
Wells Fargo June 2006 - January 2009
Fisher Investments 2005 - 2005
Skills
Investment Banking, Capital Markets, Investments, Finance, LBO, Debt & Equity Capital..., Financial Modeling, Credit Analysis, Financial Analysis, Leveraged Finance, Valuation, Corporate Finance, Portfolio Management, Due Diligence, Banking, Commercial Banking, Mergers & Acquisitions, Private Equity, Credit, Equities
Education
Santa Clara University 2002 — 2006
Bachelor's Degree, Finance and Entrepreneurship
Medley Capital April 2014 - Present
Wells Fargo Securities June 2012 - April 2014
Wells Fargo January 2009 - June 2012
Wells Fargo June 2006 - January 2009
Fisher Investments 2005 - 2005
Skills
Investment Banking, Capital Markets, Investments, Finance, LBO, Debt & Equity Capital..., Financial Modeling, Credit Analysis, Financial Analysis, Leveraged Finance, Valuation, Corporate Finance, Portfolio Management, Due Diligence, Banking, Commercial Banking, Mergers & Acquisitions, Private Equity, Credit, Equities
Education
Santa Clara University 2002 — 2006
Bachelor's Degree, Finance and Entrepreneurship
Cary Immesoete's Wells Fargo Securities Experience September 2004 - Present
Job Finance & Capital Markets Professional: Structured Products | Equity & FICC Capital Markets | Mergers & Acquisitions
Industry Financial Services
Experience
Wells Fargo Securities September 2004 - Present
Wells Fargo January 2000 - September 2004
M&T Bank 1994 - 2000
Skills
Business Strategy, Capital Markets, Fixed Income Strategies, Product Development, Originations, Product Management, Product Lifecycle..., Sales Team Management, M&A Modeling, M&A Execution, Due Diligence, Business Development, Project Management, Fixed Income, Financial Modeling, Financial Markets, Equities, Investments, Corporate Finance, Management, Investment Banking, Hedge Funds, Portfolio Management, Alternative Investments, Derivatives, Finance
Education
University of Rochester
BA, Physics, Economics
State University of New York at Buffalo
MA, Economics
State University of New York at Buffalo - School of Management
MBA, Finance
Wells Fargo Securities September 2004 - Present
Wells Fargo January 2000 - September 2004
M&T Bank 1994 - 2000
Skills
Business Strategy, Capital Markets, Fixed Income Strategies, Product Development, Originations, Product Management, Product Lifecycle..., Sales Team Management, M&A Modeling, M&A Execution, Due Diligence, Business Development, Project Management, Fixed Income, Financial Modeling, Financial Markets, Equities, Investments, Corporate Finance, Management, Investment Banking, Hedge Funds, Portfolio Management, Alternative Investments, Derivatives, Finance
Education
University of Rochester
BA, Physics, Economics
State University of New York at Buffalo
MA, Economics
State University of New York at Buffalo - School of Management
MBA, Finance
Jamie McAndrews's Wells Fargo Securities Experience July 1999 - Present
Job Director, Instututional Sales
Industry Banking
Experience
Wells Fargo Securities July 1999 - Present
Skills
Asset Allocation, Series 7, Investments, Financial Modeling, Equities, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Investment Management, Securities, Asset Managment, Capital Markets, Valuation, Equity Research, Sales, Asset Management, Private Equity, Financial Analysis, Investment Strategies, Investment Banking, Wealth Management, Trading, Mutual Funds, Trading Systems, Derivatives
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
St. Lawrence University 1972 — 1976
BA, Government, Economics
Wells Fargo Securities July 1999 - Present
Skills
Asset Allocation, Series 7, Investments, Financial Modeling, Equities, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Investment Management, Securities, Asset Managment, Capital Markets, Valuation, Equity Research, Sales, Asset Management, Private Equity, Financial Analysis, Investment Strategies, Investment Banking, Wealth Management, Trading, Mutual Funds, Trading Systems, Derivatives
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
St. Lawrence University 1972 — 1976
BA, Government, Economics
Allen Sampson's Wells Fargo Securities Experience June 2010 - Present
Job Director at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities June 2010 - Present
SN Corporation September 2009 - September 2010
Wachovia Securities, a Wells Fargo Company December 2005 - October 2009
First Union / HomEq Servicing 2001 - 2005
HomEq Servicing 2000 - 2001
TMSIC 1997 - 2000
The Money Store 1996 - 1999
Bekins Van Lines 1979 - 1982
Skills
Valuation, Structured Finance, Mortgage Servicing, Credit, Risk Management, Series 7, Due Diligence, Asset, Servicing, REO, Risk, Credit Risk, Mortgage Lending, Financial Structuring, Finance, Underwriting, Securitization, Investment Banking, Loan Servicing, Analytics, Financial Services, Capital Markets, Mortgage Banking, Financial Modeling, Residential Mortgages, Financial Risk
Education
Simon Fraser University 1978 — 1982
Commerce
St George's School 1971 — 1976
Wells Fargo Securities June 2010 - Present
SN Corporation September 2009 - September 2010
Wachovia Securities, a Wells Fargo Company December 2005 - October 2009
First Union / HomEq Servicing 2001 - 2005
HomEq Servicing 2000 - 2001
TMSIC 1997 - 2000
The Money Store 1996 - 1999
Bekins Van Lines 1979 - 1982
Skills
Valuation, Structured Finance, Mortgage Servicing, Credit, Risk Management, Series 7, Due Diligence, Asset, Servicing, REO, Risk, Credit Risk, Mortgage Lending, Financial Structuring, Finance, Underwriting, Securitization, Investment Banking, Loan Servicing, Analytics, Financial Services, Capital Markets, Mortgage Banking, Financial Modeling, Residential Mortgages, Financial Risk
Education
Simon Fraser University 1978 — 1982
Commerce
St George's School 1971 — 1976
Eileen McEntyre's Wells Fargo Securities Experience September 2007 - December 2007
Job Investment Management Professional
Industry Investment Management
Experience
San Francisco Security Traders Assoc. 1989 - 2010
Morgan Stanley 2008 - 2008
Wells Fargo Securities September 2007 - December 2007
Nutmeg Securities November 1998 - May 2007
Union Bank of California 1989 - 1995
Pacific Stock Exchange 1976 - 1982
Education
University of Hawaii at Manoa 1969 — 1970
Speech Pathology & Audiology
State University of New York College at Oneonta 1963 — 1967
BA, Libral Arts, Speech
San Francisco Security Traders Assoc. 1989 - 2010
Morgan Stanley 2008 - 2008
Wells Fargo Securities September 2007 - December 2007
Nutmeg Securities November 1998 - May 2007
Union Bank of California 1989 - 1995
Pacific Stock Exchange 1976 - 1982
Education
University of Hawaii at Manoa 1969 — 1970
Speech Pathology & Audiology
State University of New York College at Oneonta 1963 — 1967
BA, Libral Arts, Speech
Will McNeely's Wells Fargo Securities Experience January 2012 - Present
Job Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities January 2012 - Present
Jefferies & Company August 2006 - December 2011
Morgan Stanley Dean Witter 1991 - 2006
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Business
Wells Fargo Securities January 2012 - Present
Jefferies & Company August 2006 - December 2011
Morgan Stanley Dean Witter 1991 - 2006
Education
State University of New York at Buffalo - School of Management 1986 — 1990
BS, Business
Chuck Landry's Wells Fargo Securities Experience May 2006 - Present
Job Institutional FixedIncome Securities Broker
Industry Financial Services
Experience
Wells Fargo Securities May 2006 - Present
DAFP November 2011 - January 2013
Wells Fargo August 2004 - July 2006
Visitor Publishing May 2003 - August 2003
Racquet & Jog March 1998 - March 2000
Skills
Series 7, Cash Management, Portfolio Management, New Business Development, Investments, Banking, Series 66, Asset Managment, Treasury Management, Strategic Financial..., Financial Reporting, Relationship Management, Securities, Credit Analysis, Fixed Income, Finance
Education
Southern Methodist University - Cox School of Business 2000 — 2004
BA, Finance
Wells Fargo Securities May 2006 - Present
DAFP November 2011 - January 2013
Wells Fargo August 2004 - July 2006
Visitor Publishing May 2003 - August 2003
Racquet & Jog March 1998 - March 2000
Skills
Series 7, Cash Management, Portfolio Management, New Business Development, Investments, Banking, Series 66, Asset Managment, Treasury Management, Strategic Financial..., Financial Reporting, Relationship Management, Securities, Credit Analysis, Fixed Income, Finance
Education
Southern Methodist University - Cox School of Business 2000 — 2004
BA, Finance
Rich Tobin's Wells Fargo Securities Experience 2009 - Present
Job Managing Director at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo Securities 2009 - Present
Wachovia 2006 - 2009
CIBC World Markets 1998 - 2005
Education
Seton Hall University School of Law 1991 — 1994
JD, Law
Villanova University 1987 — 1991
BA, Economics
Wells Fargo Securities 2009 - Present
Wachovia 2006 - 2009
CIBC World Markets 1998 - 2005
Education
Seton Hall University School of Law 1991 — 1994
JD, Law
Villanova University 1987 — 1991
BA, Economics
George Richardson's Wells Fargo Securities Experience August 2015 - Present
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Duncan-Williams, Inc. 2011 - 2013
Aladdin Capital Management 2006 - 2010
Skills
Corporate Finance, Investment Banking, Asset Management, Mergers & Acquisitions, Capital Markets, Fixed Income, Valuation, Financial Modeling, Private Equity, Venture Capital, Alternative Investments, Leveraged Finance, Accounting, Portfolio Management, Bloomberg, FactSet, Trading, Securities, Bonds, Equities, Series 79, Series 63
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Dual Concentration: Corporate Finance / Investment Banking and Asset Management
University of North Carolina at Chapel Hill 2002 — 2006
BA, Economics 2006
Stockholm School of Economics 2014 — 2014
Darden Global Business Experience
Wells Fargo Securities August 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Duncan-Williams, Inc. 2011 - 2013
Aladdin Capital Management 2006 - 2010
Skills
Corporate Finance, Investment Banking, Asset Management, Mergers & Acquisitions, Capital Markets, Fixed Income, Valuation, Financial Modeling, Private Equity, Venture Capital, Alternative Investments, Leveraged Finance, Accounting, Portfolio Management, Bloomberg, FactSet, Trading, Securities, Bonds, Equities, Series 79, Series 63
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Dual Concentration: Corporate Finance / Investment Banking and Asset Management
University of North Carolina at Chapel Hill 2002 — 2006
BA, Economics 2006
Stockholm School of Economics 2014 — 2014
Darden Global Business Experience
Jennifer Koszta's Wells Fargo Securities Experience April 2015 - Present
Job Middle Office Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Och-Ziff Capital Management October 2013 - January 2015
Goldman Sachs 2006 - October 2013
State Street Bank 2004 - 2006
Fiserv Securities 2003 - 2004
Education
Wagner College 2009 — 2011
MBA - Health Care Administration
Wagner College 2004 — 2006
MBA, Business Administration and Management, General
Saint John's University 2002 — 2004
BA, Finance
State University of New York College at Oneonta 2000 — 2002
Notre Dame Academy 1996 — 2000
St. Joseph's Hill Academy
Wells Fargo Securities April 2015 - Present
Och-Ziff Capital Management October 2013 - January 2015
Goldman Sachs 2006 - October 2013
State Street Bank 2004 - 2006
Fiserv Securities 2003 - 2004
Education
Wagner College 2009 — 2011
MBA - Health Care Administration
Wagner College 2004 — 2006
MBA, Business Administration and Management, General
Saint John's University 2002 — 2004
BA, Finance
State University of New York College at Oneonta 2000 — 2002
Notre Dame Academy 1996 — 2000
St. Joseph's Hill Academy
Carter Hice's Wells Fargo Securities Experience September 2011 - June 2014
Job AVP, Corporate Investments at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2014 - March 2015
Wells Fargo Securities September 2011 - June 2014
Alimidones Mexicanos May 2010 - August 2010
Strategic Outsourcing Incorporated January 2008 - May 2009
US Army January 2003 - January 2006
Skills
Spanish, Corporate Finance, Financial Modeling, Bloomberg, Management, Supply Chain, Data Analysis, Microsoft Excel, Financial Analysis, Military, Windows, Training, Investments
Education
University of South Carolina - Darla Moore School of Business 2009 — 2011
IMBA, Finance, Developmental Economics, Spanish
Tecnológico de Monterrey 2010 — 2010
Semester Abroad, Spanish, Business
Otto-Friedrich-Universität Bamberg 2008 — 2008
Semester Abroad, German
Appalachian State University 2006 — 2008
BSBA, International Business
Bank of America Merrill Lynch March 2015 - Present
Bank of America Merrill Lynch July 2014 - March 2015
Wells Fargo Securities September 2011 - June 2014
Alimidones Mexicanos May 2010 - August 2010
Strategic Outsourcing Incorporated January 2008 - May 2009
US Army January 2003 - January 2006
Skills
Spanish, Corporate Finance, Financial Modeling, Bloomberg, Management, Supply Chain, Data Analysis, Microsoft Excel, Financial Analysis, Military, Windows, Training, Investments
Education
University of South Carolina - Darla Moore School of Business 2009 — 2011
IMBA, Finance, Developmental Economics, Spanish
Tecnológico de Monterrey 2010 — 2010
Semester Abroad, Spanish, Business
Otto-Friedrich-Universität Bamberg 2008 — 2008
Semester Abroad, German
Appalachian State University 2006 — 2008
BSBA, International Business
Michael Conlon's Wells Fargo Securities Experience August 2006 - March 2014
Job Associate Analyst at JP Morgan
Industry Research
Experience
JPMorgan Chase April 2014 - Present
Wells Fargo Securities August 2006 - March 2014
Deloitte & Touche September 2003 - August 2006
Skills
Financial Analysis, Valuation, Financial Modeling, Equity Research, Portfolio Management, Investments, Bloomberg, Corporate Finance, Equities, Capital Markets, Finance, Private Equity, Hedge Funds, Due Diligence, Analysis, Auditing
Education
Seton Hall University 2003 — 2004
Master of Science (M.S.), Accounting
Seton Hall University 1999 — 2003
Bachelor of Science (B.S.), Business Management-Accounting; History
US House of Representatives Page School 1997 — 1998
JPMorgan Chase April 2014 - Present
Wells Fargo Securities August 2006 - March 2014
Deloitte & Touche September 2003 - August 2006
Skills
Financial Analysis, Valuation, Financial Modeling, Equity Research, Portfolio Management, Investments, Bloomberg, Corporate Finance, Equities, Capital Markets, Finance, Private Equity, Hedge Funds, Due Diligence, Analysis, Auditing
Education
Seton Hall University 2003 — 2004
Master of Science (M.S.), Accounting
Seton Hall University 1999 — 2003
Bachelor of Science (B.S.), Business Management-Accounting; History
US House of Representatives Page School 1997 — 1998
Carlos N. Escutia's Wells Fargo Securities Experience May 2011 - January 2014
Job Investment Officer Venture Capital Fund at FIS
Industry Venture Capital & Private Equity
Experience
FIS VC Fund February 2014 - Present
Wells Fargo Securities May 2011 - January 2014
GroupArgent November 2009 - May 2011
Barclays June 2009 - August 2009
Golden State Textile Co. 2004 - 2008
Skills
Business Development, Financial Modeling, Business Strategy, Corporate Finance, Valuation, Financial Analysis, Mergers, Due Diligence, Venture Capital, Emerging Markets, Strategy, Mergers & Acquisitions, Private Equity, Corporate Development, Capital Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Entrepreneurship & Innovation
Tecnológico de Monterrey 1999 — 2003
B.A., Business Administration
FIS VC Fund February 2014 - Present
Wells Fargo Securities May 2011 - January 2014
GroupArgent November 2009 - May 2011
Barclays June 2009 - August 2009
Golden State Textile Co. 2004 - 2008
Skills
Business Development, Financial Modeling, Business Strategy, Corporate Finance, Valuation, Financial Analysis, Mergers, Due Diligence, Venture Capital, Emerging Markets, Strategy, Mergers & Acquisitions, Private Equity, Corporate Development, Capital Markets, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Entrepreneurship & Innovation
Tecnológico de Monterrey 1999 — 2003
B.A., Business Administration
Sarah Cepeda's Wells Fargo Securities Experience October 2012 - Present
Job Administrative Assistant at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities October 2012 - Present
Wells Fargo December 2006 - October 2012
JPMorgan Chase August 1996 - December 2006
Skills
Administrative..., Outlook, Access, Spreadsheets, Customer Service, Data Entry, Microsoft Excel, Office Management
Education
University of Houston-Downtown 2014 — 2016
Psychology
San Jacinto College 2012 — 2014
Business Administration and Management, General
Wells Fargo Securities October 2012 - Present
Wells Fargo December 2006 - October 2012
JPMorgan Chase August 1996 - December 2006
Skills
Administrative..., Outlook, Access, Spreadsheets, Customer Service, Data Entry, Microsoft Excel, Office Management
Education
University of Houston-Downtown 2014 — 2016
Psychology
San Jacinto College 2012 — 2014
Business Administration and Management, General
Christina Song's Wells Fargo Securities Experience May 2011 - July 2014
Job Senior Business Development Associate at BCA Research
Industry Financial Services
Experience
BCA Research August 2015 - Present
Rabobank July 2014 - August 2015
Wells Fargo Securities May 2011 - July 2014
Gucci August 2010 - May 2011
Coach November 2005 - August 2010
Skills
Financial Analysis, Marketing Strategy, Visual Communication, Equity Derivatives, Corporate Finance, Relationship Management, Trading Operations, Interest Rate..., Dodd-Frank
Education
San Francisco State University, College of Business 2004 — 2008
Bachelor of Science, International Business, Dean's List
BCA Research August 2015 - Present
Rabobank July 2014 - August 2015
Wells Fargo Securities May 2011 - July 2014
Gucci August 2010 - May 2011
Coach November 2005 - August 2010
Skills
Financial Analysis, Marketing Strategy, Visual Communication, Equity Derivatives, Corporate Finance, Relationship Management, Trading Operations, Interest Rate..., Dodd-Frank
Education
San Francisco State University, College of Business 2004 — 2008
Bachelor of Science, International Business, Dean's List
Nick Vitale's Wells Fargo Securities Experience December 2012 - April 2014
Job Consultant at RBC Capital Markets
Industry Management Consulting
Experience
RBC Capital Markets May 2014 - Present
Wells Fargo Securities December 2012 - April 2014
UBS Wealth Management August 2012 - November 2012
RBC Capital Markets February 2003 - July 2012
ADP January 2001 - February 2003
RBC Dominion Securities February 1996 - December 2000
RBC Dominion Securities June 1995 - January 1996
Harris Associates June 1991 - June 1995
NatWest Securities Corp May 1986 - May 1991
ADP May 1978 - May 1986
Skills
Change Management, Process Improvement, Strategic Planning, Program Management, Project Management, Business Strategy, Team Building, Risk Management, Integration, Leadership, Requirements Analysis, Management, Vendor Management, Visio, Negotiation, Software Project..., Team Leadership, Requirements Gathering, Analysis, IT Strategy, SDLC, Strategy, CRM, Financial Analysis, Project Planning, Business Development, Mergers & Acquisitions, Outsourcing, Portfolio Management, Operations Management, Business Intelligence, Equities
Education
St. Francis College 1972 — 1976
BA , AAS, Economics, Computer Science
Xaverian HS 1968 — 1972
RBC Capital Markets May 2014 - Present
Wells Fargo Securities December 2012 - April 2014
UBS Wealth Management August 2012 - November 2012
RBC Capital Markets February 2003 - July 2012
ADP January 2001 - February 2003
RBC Dominion Securities February 1996 - December 2000
RBC Dominion Securities June 1995 - January 1996
Harris Associates June 1991 - June 1995
NatWest Securities Corp May 1986 - May 1991
ADP May 1978 - May 1986
Skills
Change Management, Process Improvement, Strategic Planning, Program Management, Project Management, Business Strategy, Team Building, Risk Management, Integration, Leadership, Requirements Analysis, Management, Vendor Management, Visio, Negotiation, Software Project..., Team Leadership, Requirements Gathering, Analysis, IT Strategy, SDLC, Strategy, CRM, Financial Analysis, Project Planning, Business Development, Mergers & Acquisitions, Outsourcing, Portfolio Management, Operations Management, Business Intelligence, Equities
Education
St. Francis College 1972 — 1976
BA , AAS, Economics, Computer Science
Xaverian HS 1968 — 1972
Jud Bailey's Wells Fargo Securities Experience July 2014 - Present
Job Oil Service Analyst
Industry Research
Experience
Wells Fargo Securities July 2014 - Present
ISI Group May 2012 - March 2014
Jefferies & Company March 2000 - May 2012
Skills
Asset Management, Bloomberg, Capital Markets, Competitive Analysis, Corporate Finance, Energy, Alternative Investments, Equities, Equity Capital Markets, Equity Research, Equity Trading, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Investments, Private Equity, Series 7, Valuation
Education
Texas A&M University 1991 — 1995
Bachelor of Business Administration (BBA)
Wells Fargo Securities July 2014 - Present
ISI Group May 2012 - March 2014
Jefferies & Company March 2000 - May 2012
Skills
Asset Management, Bloomberg, Capital Markets, Competitive Analysis, Corporate Finance, Energy, Alternative Investments, Equities, Equity Capital Markets, Equity Research, Equity Trading, Equity Valuation, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Investments, Private Equity, Series 7, Valuation
Education
Texas A&M University 1991 — 1995
Bachelor of Business Administration (BBA)
Ed Gonzalez's Wells Fargo Securities Experience May 2004 - Present
Job Managing Director, Head of WATS Electronic & Program Trading at Wells Fargo Securities, LLC
Industry Financial Services
Experience
Wells Fargo Securities May 2004 - Present
Wachovia Securities Financial Network May 2004 - December 2008
Skills
Electronic Trading, Algorithms, Equities, Series 7, Fixed Income, Derivatives, Bloomberg, Capital Markets, Options, Trading, Hedge Funds, Trading Systems, Series 63, Financial Markets, Securities
Education
Siena College 1989 — 1993
BS, Finance
Wells Fargo Securities May 2004 - Present
Wachovia Securities Financial Network May 2004 - December 2008
Skills
Electronic Trading, Algorithms, Equities, Series 7, Fixed Income, Derivatives, Bloomberg, Capital Markets, Options, Trading, Hedge Funds, Trading Systems, Series 63, Financial Markets, Securities
Education
Siena College 1989 — 1993
BS, Finance
Joseph Benhardt's Wells Fargo Securities Experience September 2015 - Present
Job Operational Risk Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2015 - Present
Morgan Stanley July 2013 - Present
Resources Global Professionals February 2012 - July 2013
MF Global March 2011 - November 2011
Morgan Stanley June 2004 - March 2011
Dresdner Kleinwort Wasserstein September 2003 - June 2004
Citigroup 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
American International Group 1995 - 1997
Skills
Fixed Income, Product Control, Derivatives, Credit Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2000
MBA, Finance
Southern New Hampshire University 1990 — 1994
Bachelor's degree, Accounting
Wells Fargo Securities September 2015 - Present
Morgan Stanley July 2013 - Present
Resources Global Professionals February 2012 - July 2013
MF Global March 2011 - November 2011
Morgan Stanley June 2004 - March 2011
Dresdner Kleinwort Wasserstein September 2003 - June 2004
Citigroup 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
American International Group 1995 - 1997
Skills
Fixed Income, Product Control, Derivatives, Credit Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2000
MBA, Finance
Southern New Hampshire University 1990 — 1994
Bachelor's degree, Accounting
Nick Cen's Wells Fargo Securities Experience 2014 - 2015
Job AVP at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Bank June 2011 - Present
Wells Fargo Securities 2014 - 2015
Wells Fargo Securities 2014 - 2015
Wells Fargo Securities 2014 - 2015
AppCrown December 2009 - April 2011
AppCrown March 2009 - November 2009
Citi November 2007 - September 2009
Education
Stony Brook University 2001 — 2005
B.S, Information System
Wells Fargo Bank June 2011 - Present
Wells Fargo Securities 2014 - 2015
Wells Fargo Securities 2014 - 2015
Wells Fargo Securities 2014 - 2015
AppCrown December 2009 - April 2011
AppCrown March 2009 - November 2009
Citi November 2007 - September 2009
Education
Stony Brook University 2001 — 2005
B.S, Information System
Nicholas Farguson's Wells Fargo Securities Experience March 2010 - October 2013
Job FX Senior Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2013 - Present
Wells Fargo Securities March 2010 - October 2013
Wells Fargo Audit Security July 2007 - March 2010
The Shemano Group June 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Banking, Bloomberg, Foreign Exchange, Equities, Microsoft Office, Business Analysis, Investments, Asset Management, Portfolio Management, Capital Markets, FX Options, Cash Flow, Hedging, Trading, Visual Basic, General Ledger, E-commerce, Sales, SQL, PnL Management, Consolidated Financial..., Financial Accounting, Cash Flow Analysis, Alternative Investments, Municipal Bonds, Hedge Accounting, FAS 133, Financial Reporting, Oracle, Calypso, Derivatives, Swaps, VBA, Strategic Financial..., Interest Rate Swaps, Essbase
Education
Santa Clara University 2003 — 2007
BS in Commerce, Finance with an emphasis in Accounting
New York Institute of Finance
Training the Street
Wells Fargo October 2013 - Present
Wells Fargo Securities March 2010 - October 2013
Wells Fargo Audit Security July 2007 - March 2010
The Shemano Group June 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Banking, Bloomberg, Foreign Exchange, Equities, Microsoft Office, Business Analysis, Investments, Asset Management, Portfolio Management, Capital Markets, FX Options, Cash Flow, Hedging, Trading, Visual Basic, General Ledger, E-commerce, Sales, SQL, PnL Management, Consolidated Financial..., Financial Accounting, Cash Flow Analysis, Alternative Investments, Municipal Bonds, Hedge Accounting, FAS 133, Financial Reporting, Oracle, Calypso, Derivatives, Swaps, VBA, Strategic Financial..., Interest Rate Swaps, Essbase
Education
Santa Clara University 2003 — 2007
BS in Commerce, Finance with an emphasis in Accounting
New York Institute of Finance
Training the Street
Bernard Zaia's Wells Fargo Securities Experience October 2006 - June 2015
Job Managing Partner at Battalion Crest, LLC
Industry Investment Banking
Experience
Battalion Crest, LLC July 2015 - Present
Wells Fargo Securities October 2006 - June 2015
Barrington Associates June 1994 - October 2006
Education
Stanford University
Battalion Crest, LLC July 2015 - Present
Wells Fargo Securities October 2006 - June 2015
Barrington Associates June 1994 - October 2006
Education
Stanford University
Seshikiran Sura's Wells Fargo Securities Experience 2015 - 2015
Job Technical Lead at Wipro
Industry Information Technology and Services
Experience
Wipro June 2011 - Present
Wells Fargo Securities 2015 - 2015
Wells Fargo Securities 2015 - 2015
Wells Fargo Securities 2015 - 2015
Mphasis December 2010 - June 2011
Mahindra Satyam December 2008 - December 2010
Verinon August 2006 - December 2008
Infor July 2004 - August 2006
Covansys November 2003 - July 2004
Education
Sri Saibaba Degree & PG College, Sri Krishnadevaraya University, Ananthapur, AP, India 2001 — 2003
Master’s Degree, MSc(IS), Distinction
Sri Vignana Sudha Degree College, Sri Venkateswara University, Tirupathi, AP, India 1998 — 2001
Bachelor’s Degree, Bachelor of Computer Applications
Sri Sankarananda Degree College, Guntakal, India 1996 — 1998
Intermediate/PUC, Computer Science and Engineering, Distinction
Sri Vivekananda English Medium School, Uravakonda, India 1986 — 1996
High School, SSC
Wipro June 2011 - Present
Wells Fargo Securities 2015 - 2015
Wells Fargo Securities 2015 - 2015
Wells Fargo Securities 2015 - 2015
Mphasis December 2010 - June 2011
Mahindra Satyam December 2008 - December 2010
Verinon August 2006 - December 2008
Infor July 2004 - August 2006
Covansys November 2003 - July 2004
Education
Sri Saibaba Degree & PG College, Sri Krishnadevaraya University, Ananthapur, AP, India 2001 — 2003
Master’s Degree, MSc(IS), Distinction
Sri Vignana Sudha Degree College, Sri Venkateswara University, Tirupathi, AP, India 1998 — 2001
Bachelor’s Degree, Bachelor of Computer Applications
Sri Sankarananda Degree College, Guntakal, India 1996 — 1998
Intermediate/PUC, Computer Science and Engineering, Distinction
Sri Vivekananda English Medium School, Uravakonda, India 1986 — 1996
High School, SSC
dave pondt's Wells Fargo Securities Experience October 2014 - Present
Job director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2014 - Present
Nomura Securities April 2013 - Present
Barclays Capital July 2004 - Present
Barclays Capital 2004 - 2012
Skills
Securities Lending, Capital Markets, Fixed Income, Trading, Derivatives
Education
St. John's University 1974 — 1978
Bachelor of Arts (B.A.), Finance and Financial Management Services
Wells Fargo Securities October 2014 - Present
Nomura Securities April 2013 - Present
Barclays Capital July 2004 - Present
Barclays Capital 2004 - 2012
Skills
Securities Lending, Capital Markets, Fixed Income, Trading, Derivatives
Education
St. John's University 1974 — 1978
Bachelor of Arts (B.A.), Finance and Financial Management Services
Thomas Gaffney, CFA's Wells Fargo Securities Experience August 2008 - January 2013
Job Associate Director Derivatives
Industry Banking
Experience
Scotiabank Global Banking and Markets February 2013 - Present
Wells Fargo Securities August 2008 - January 2013
Robert W. Baird & Co. May 2007 - August 2007
Skills
Hedging, Financial Modeling, Risk Management, Bloomberg, Derivatives, Trading, Capital Markets, Fixed Income, Options, Programming, Java, VBA, R, Commodity, Energy
Education
Wharton School, University of Pennsylvania
B.S., Economics, with Double Concentration in Finance and Real Estate
Stanford University
Computer Science
University of Washington 2013 — 2014
Graduate Certificate, Computational Finance
Scotiabank Global Banking and Markets February 2013 - Present
Wells Fargo Securities August 2008 - January 2013
Robert W. Baird & Co. May 2007 - August 2007
Skills
Hedging, Financial Modeling, Risk Management, Bloomberg, Derivatives, Trading, Capital Markets, Fixed Income, Options, Programming, Java, VBA, R, Commodity, Energy
Education
Wharton School, University of Pennsylvania
B.S., Economics, with Double Concentration in Finance and Real Estate
Stanford University
Computer Science
University of Washington 2013 — 2014
Graduate Certificate, Computational Finance
Scott MacIntosh, CFA's Wells Fargo Securities Experience March 2005 - Present
Job Senior Underwriter at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2005 - Present
Evergreen Investments April 1997 - February 2005
Calvin's Coffee's November 1996 - December 2000
Skills
Sales, Financial Modeling, Financial Analysis, Finance, Financial Risk, Valuation, Mergers, Structured Products, Securities, Cash Flow, Cash Flow Forecasting, CMBS, Risk Analysis, Commercial Real Estate, Fixed Income Analysis, CDO, Credit Analysis, Brokerage, Team Building, Portfolio Management, New Business Development, REO, Banking, Loans, Credit, Investments, Underwriting, Asset Management, Mutual Funds, Risk Management, Real Estate Economics, Real Estate, Mortgage Lending, Commercial Lending, Financial Structuring, Series 7
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2003
MBA, Real Estate and Finance
Temple University 1988 — 1990
BA, Finance
Wells Fargo Securities March 2005 - Present
Evergreen Investments April 1997 - February 2005
Calvin's Coffee's November 1996 - December 2000
Skills
Sales, Financial Modeling, Financial Analysis, Finance, Financial Risk, Valuation, Mergers, Structured Products, Securities, Cash Flow, Cash Flow Forecasting, CMBS, Risk Analysis, Commercial Real Estate, Fixed Income Analysis, CDO, Credit Analysis, Brokerage, Team Building, Portfolio Management, New Business Development, REO, Banking, Loans, Credit, Investments, Underwriting, Asset Management, Mutual Funds, Risk Management, Real Estate Economics, Real Estate, Mortgage Lending, Commercial Lending, Financial Structuring, Series 7
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2003
MBA, Real Estate and Finance
Temple University 1988 — 1990
BA, Finance
Christina Sylvester's Wells Fargo Securities Experience April 2015 - Present
Job Security Analyst at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities April 2015 - Present
Credit Agricole April 2012 - March 2015
Credit Agricole CIB August 2008 - April 2012
Skills
IT Service Management, Incident Management, XP, Disaster Recovery, WebSphere MQ, Symantec Backup, ITIL, Business Analysis, Integration, Unix, Security, SQL, SDLC, Visio, IT Management, Databases, IT Strategy, Microsoft Office
Education
Stevens Institute of Technology 2003 — 2008
Bachelor of Science, Pure/Applied Mathematics
Wells Fargo Securities April 2015 - Present
Credit Agricole April 2012 - March 2015
Credit Agricole CIB August 2008 - April 2012
Skills
IT Service Management, Incident Management, XP, Disaster Recovery, WebSphere MQ, Symantec Backup, ITIL, Business Analysis, Integration, Unix, Security, SQL, SDLC, Visio, IT Management, Databases, IT Strategy, Microsoft Office
Education
Stevens Institute of Technology 2003 — 2008
Bachelor of Science, Pure/Applied Mathematics
David Dahlson's Wells Fargo Securities Experience March 2013 - Present
Job at
Industry Investment Banking
Experience
Credit Suisse August 2014 - Present
Wells Fargo Securities March 2013 - Present
BP Gas and Power NA June 2012 - August 2012
Total Gas & Power North America, Inc. January 2012 - May 2012
Teacher Retirement System of Texas June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting
Education
Texas A&M University 2012 — 2013
Master of Science (M.S.), Accounting and Finance
Texas A&M University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Credit Suisse August 2014 - Present
Wells Fargo Securities March 2013 - Present
BP Gas and Power NA June 2012 - August 2012
Total Gas & Power North America, Inc. January 2012 - May 2012
Teacher Retirement System of Texas June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting
Education
Texas A&M University 2012 — 2013
Master of Science (M.S.), Accounting and Finance
Texas A&M University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Scott MacIntosh, CFA's Wells Fargo Securities Experience March 2005 - Present
Job Financial analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities March 2005 - Present
Evergreen Investments April 1997 - March 2005
Calvin's Coffees December 1996 - June 2000
First Union Brokerage Services January 1996 - April 1997
First Union Brokerage Services August 1993 - January 1996
Education
UNC Charlotte 2001 — 2003
MBA
Temple University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Real Estate
Wells Fargo Securities March 2005 - Present
Evergreen Investments April 1997 - March 2005
Calvin's Coffees December 1996 - June 2000
First Union Brokerage Services January 1996 - April 1997
First Union Brokerage Services August 1993 - January 1996
Education
UNC Charlotte 2001 — 2003
MBA
Temple University 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Real Estate
Gary Brandt's Wells Fargo Securities Experience June 2012 - Present
Job Managing Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2012 - Present
Barclays Capital February 1999 - June 2012
Goldman Sachs March 1993 - February 1999
First Boston Corporation January 1985 - March 1993
Education
University of Rochester 1981 — 1982
Master of Business Administration (MBA), Economics
State University of New York College at Oneonta 1978 — 1980
Bachelor of Science (BS), Economics/Statistics
Wells Fargo Securities June 2012 - Present
Barclays Capital February 1999 - June 2012
Goldman Sachs March 1993 - February 1999
First Boston Corporation January 1985 - March 1993
Education
University of Rochester 1981 — 1982
Master of Business Administration (MBA), Economics
State University of New York College at Oneonta 1978 — 1980
Bachelor of Science (BS), Economics/Statistics
Matthew Efinger's Wells Fargo Securities Experience July 2013 - Present
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2013 - Present
Independent Trader 2011 - 2013
NY Life Securities May 2010 - 2011
UBS Investment Bank December 2008 - June 2009
Swiss American Securities Inc (A Credit Suisse Group Company) April 2004 - October 2008
TD Ameritrade June 1999 - April 2004
Skills
Series 7, Series 63, Series 24, Series 4, Series 55, Series 10 - 55, Trading, Electronic Trading, Bloomberg, Prime Brokerage, Fixed Income, Options, Equities, Financial Services, FINRA, Middle Office, Derivatives, Securities, Trading Systems, Capital Markets
Education
SUNY Geneseo 1995 — 1999
Wells Fargo Securities July 2013 - Present
Independent Trader 2011 - 2013
NY Life Securities May 2010 - 2011
UBS Investment Bank December 2008 - June 2009
Swiss American Securities Inc (A Credit Suisse Group Company) April 2004 - October 2008
TD Ameritrade June 1999 - April 2004
Skills
Series 7, Series 63, Series 24, Series 4, Series 55, Series 10 - 55, Trading, Electronic Trading, Bloomberg, Prime Brokerage, Fixed Income, Options, Equities, Financial Services, FINRA, Middle Office, Derivatives, Securities, Trading Systems, Capital Markets
Education
SUNY Geneseo 1995 — 1999
Rashmin Dave's Wells Fargo Securities Experience June 2012 - February 2013
Job Sr. Java/J2ee Developer at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company May 2014 - Present
American Express January 2014 - May 2014
Wells Fargo March 2013 - December 2013
Wells Fargo Securities June 2012 - February 2013
TIAA-CREF December 2010 - June 2012
McGraw-Hill August 2010 - November 2010
i3 October 2009 - August 2010
Skills
Java, J2EE, JSP,..., Flex 4.5/4.0/3.0/2.0,..., Adobe Omniture..., Flex Builder 4.5/4.0/3.0, JavaScript, AJAX, XML,..., CSS, Flex Unit, Junit, Apache Ant, Flex task, Cairngorm, Parsley, Swiz, PureMVC, SWFObject, Adobe AIR, BlazeDS, Mate, Web Applications, Flex, Ant, Web Development, Software Development, Spring, Maven, Hibernate, JDBC, JUnit, XML, Eclipse, Web Services, JavaScript, Agile Methodologies, SQL, jQuery, Java, WebSphere Application..., Core Java, AJAX, SDLC, HTML
Education
Sardar Patel University 2003 — 2007
Bachelor of Science (BS), Information Technology
The Walt Disney Company May 2014 - Present
American Express January 2014 - May 2014
Wells Fargo March 2013 - December 2013
Wells Fargo Securities June 2012 - February 2013
TIAA-CREF December 2010 - June 2012
McGraw-Hill August 2010 - November 2010
i3 October 2009 - August 2010
Skills
Java, J2EE, JSP,..., Flex 4.5/4.0/3.0/2.0,..., Adobe Omniture..., Flex Builder 4.5/4.0/3.0, JavaScript, AJAX, XML,..., CSS, Flex Unit, Junit, Apache Ant, Flex task, Cairngorm, Parsley, Swiz, PureMVC, SWFObject, Adobe AIR, BlazeDS, Mate, Web Applications, Flex, Ant, Web Development, Software Development, Spring, Maven, Hibernate, JDBC, JUnit, XML, Eclipse, Web Services, JavaScript, Agile Methodologies, SQL, jQuery, Java, WebSphere Application..., Core Java, AJAX, SDLC, HTML
Education
Sardar Patel University 2003 — 2007
Bachelor of Science (BS), Information Technology
Erik Buchel's Wells Fargo Securities Experience June 2015 - Present
Job Investment Banking Analyst at Wells Fargo Securities
Industry
Experience
Wells Fargo Securities June 2015 - Present
Invesco US May 2014 - August 2014
KPMG June 2013 - August 2013
Chapwood Investments, LLC January 2013 - May 2013
Failsafe Media Company May 2012 - August 2012
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Finance and Economics, 3.92
Wells Fargo Securities June 2015 - Present
Invesco US May 2014 - August 2014
KPMG June 2013 - August 2013
Chapwood Investments, LLC January 2013 - May 2013
Failsafe Media Company May 2012 - August 2012
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Finance and Economics, 3.92
Joseph Drechsler's Wells Fargo Securities Experience October 2010 - Present
Job Performance Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 2010 - Present
Wells Fargo Securities November 2008 - September 2010
Skills
Rental Real Estate, Real Estate, Financial Analysis, Financial Modeling, Finance, Private Pilot, VBA, Microsoft Office, CPA, Non-profit Boards, Hedge Funds, Fixed Income Analysis
Education
St. Cloud State University 2003 — 2008
Bachelor of Science (BS), Accounting
Wells Fargo Securities October 2010 - Present
Wells Fargo Securities November 2008 - September 2010
Skills
Rental Real Estate, Real Estate, Financial Analysis, Financial Modeling, Finance, Private Pilot, VBA, Microsoft Office, CPA, Non-profit Boards, Hedge Funds, Fixed Income Analysis
Education
St. Cloud State University 2003 — 2008
Bachelor of Science (BS), Accounting
Christine Cheung's Wells Fargo Securities Experience October 2014 - Present
Job Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities October 2014 - Present
Citi July 2007 - February 2014
Dresdner Kleinwort Wasserstein June 2006 - July 2007
Dresdner Kleinwort Wasserstein March 2005 - June 2006
Lord, Abbett & Co. LLC July 2003 - March 2005
Skills
Banking, Financial Services, Equities, Derivatives, Financial Analysis, Investment Banking, Capital Markets, Bloomberg, Hedge Funds, Equity Derivatives, Risk Management
Education
State University of New York at Buffalo - School of Management
Wells Fargo Securities October 2014 - Present
Citi July 2007 - February 2014
Dresdner Kleinwort Wasserstein June 2006 - July 2007
Dresdner Kleinwort Wasserstein March 2005 - June 2006
Lord, Abbett & Co. LLC July 2003 - March 2005
Skills
Banking, Financial Services, Equities, Derivatives, Financial Analysis, Investment Banking, Capital Markets, Bloomberg, Hedge Funds, Equity Derivatives, Risk Management
Education
State University of New York at Buffalo - School of Management
Daniel Cruise's Wells Fargo Securities Experience July 2014 - Present
Job Equity Research Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
ISI Group February 2012 - July 2014
Jefferies LLC July 2009 - February 2012
Carlyle Blue-Wave Partners January 2007 - December 2008
UHY LLP June 2004 - November 2006
Skills
Bloomberg, Equities, Equity Research
Education
Texas A&M University
Master of Science (M.S.), Finance, General
Wells Fargo Securities July 2014 - Present
ISI Group February 2012 - July 2014
Jefferies LLC July 2009 - February 2012
Carlyle Blue-Wave Partners January 2007 - December 2008
UHY LLP June 2004 - November 2006
Skills
Bloomberg, Equities, Equity Research
Education
Texas A&M University
Master of Science (M.S.), Finance, General
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial