Abbot Downing
Industry: Company
DescriptionHeadquarters: Minneapolis, MN Founded: 1986 Parent organizations: Wells Fargo, Wells Capital Management Incorporated
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Abbot Downing Employees
Abbot Downing March 2013 - Present
Wells Fargo June 2012 - March 2013
Wells Fargo November 2011 - June 2012
Wells Fargo January 2011 - November 2011
South Central Bank, National Assoc. May 2010 - January 2011
Wells Fargo October 2007 - October 2009
Skills
Financial Services, Mortgage Banking, Wealth Management, Residential Mortgages, Mortgage Servicing, Private Banking, Wealth Management..., Microsoft Word, Microsoft Excel, Finance, Loans, Mortgage Lending, Banking
Education
City Colleges of Chicago-Harold Washington College 2014 — 2017
Focus Financial April 2013 - Present
Abbot Downing May 2012 - April 2013
U.S. Trust June 2011 - August 2011
Education
Campbell University
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
Georgetown University - The McDonough School of Business
Business/Managerial Economics
Abbot Downing July 2011 - Present
Wells Fargo Bank January 2006 - July 2011
Wachovia, A Wells Fargo Company July 1999 - January 2006
Wilson Pest Control July 1998 - September 2000
Skills
Process Improvement, Strategic Planning, Access, Microsoft Excel, Project Management, PowerPoint, Microsoft Office, Photography, Leadership, Administrative..., Office Management, Microsoft Word, Time Management, Data Entry, Spreadsheets, Human Resources, Team Building, Training
Education
University of Phoenix
Bachelor’s of Science Degree, Business Administration
American High School
Diploma
Merrill Lynch Private Banking & Investment Group July 2012 - Present
Abbot Downing April 2012 - July 2012
Lowry Hill September 2011 - April 2012
Lowry Hill September 2005 - September 2011
Wells Fargo November 2004 - November 2005
Watkins & Shepard Trucking May 2004 - August 2004
The Daily Pennsylvanian August 2001 - May 2002
Skills
Portfolio Management, Research, Financial Modeling, Equities, Asset Allocation, VBA, Excel, Asset Management, Wealth Management, Investments, Analysis, Hedge Funds, Alternative Investments, Investment Strategies, Equity Research, Investment Management
Education
The University of Montana - School of Business Administration 2003 — 2004
BS, Finance/Financial Management
University of Pennsylvania 2001 — 2002
Computer Science and Engineering
Abbot Downing November 2013 - Present
Monroe Moxness Berg PA July 2007 - November 2013
Hero Law Office, P.A. February 2002 - December 2012
Skills
Corporate Law, Estate Planning, Legal Writing, Litigation, Legal Research, Commercial Litigation, Employment Law, Intellectual Property, Corporate Governance, Real Estate, Litigation Support, Mergers, Westlaw, Outlook, Product Liability, ContactEase, Mergers & Acquisitions, Succession Planning, PowerPoint, Microsoft Excel, Microsoft Word, Personal Injury, Civil Litigation, Business Litigation
Education
Augsburg College 2010 — 2012
BA, Business Administration - Management, Magna Cum Laude (3.866)
Normandale Community College 2009 — 2009
AA, General Education
Riverland Community College
Diploma, Legal Secretary
Wise Counsel Research October 2008 - Present
Vanderbilt University March 2015 - Present
Abbot Downing January 2007 - December 2009
Boston College Center on Wealth and Philanthropy July 2004 - December 2009
Abbot Downing January 2006 - December 2006
Abbot Downing January 2005 - December 2005
Tanager Financial Services July 2004 - December 2004
Boston College September 1998 - June 2004
Pioneer Institute for Public Policy Research 2002 - 2003
Skills
Wealth Management, Estate Planning, Strategic Financial..., Wealth, Financial Services, Wealth Management..., High Net Worth..., Trusts, Financial Planners, Business Planning, Investments, Asset Managment, Retirement Planning
Education
University of Chicago 1993 — 1998
Doctor of Philosophy (Ph.D.), Social Thought
Boston University 1991 — 1993
Master's degree, Classics and Classical Languages, Literatures, and Linguistics
Boston University 1989 — 1993
Bachelor's degree, Philosophy
Abbot Downing November 2011 - Present
DivaCFO April 2013 - Present
YMCA January 2009 - Present
Financial Literacy Commission - AICPA January 2013 - Present
AICPA 2006 - September 2012
Wells Fargo Family Wealth September 2007 - November 2011
Heritage Wealth Advisors 2005 - August 2007
Wachovia June 1996 - January 2005
Arthur Andersen June 1985 - June 1996
Skills
Financial Advisory, Estate Planning, Retirement Planning, Wealth Management..., High Net Worth..., Financial Planners, Finance, Tax, Strategic Financial..., Wealth Management, Investments, Mergers & Acquisitions, Wealth, Asset Allocation, Trusts, Income Tax, Investment Advisory, Estate Law, Management, Estate Tax Planning, Portfolio Management, Project Planning, Personal Finance, CPA, Financial Planning
Education
George Mason University 1981 — 1985
B.S., Accounting
Abbot Downing March 2015 - Present
Abbot Downing January 2013 - March 2015
Abbot Downing November 2010 - December 2012
Wells Fargo August 2009 - October 2010
Wachovia Wealth Management June 2006 - August 2009
Wachovia Wealth Management September 2003 - May 2006
Skills
Asset Management, Portfolio Management, Wealth Management, Investments, Equities, Financial Analysis, Investment Strategies, Asset Allocation, Financial Planning, Financial Services
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA) Candidate, Concentration in Investment Management
Florida State University 1998 — 2003
Bachelor of Science (B.S.), Finance, Minor Computer Science
Passed Level II of the CFA Program
Abbot Downing January 2012 - Present
Wells Fargo Bank August 2006 - January 2012
Skills
Consumer Lending, Retail Banking, Cross Selling, Small Business Lending, Wealth Management, Financial Services, Private Banking, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Lines Of Credit, Relationship Management, Wealth Management..., Administrative..., Office Management, Credit
Education
College of Marin 2006 — 2008
Psychology
Abbot Downing December 2012 - Present
U.S. Trust Bank of America Private Wealth Management October 2010 - December 2012
Education
University of St. Thomas 2012 — 2016
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 2004 — 2009
B.A. Economics, Minor in Management
Abbot Downing October 2014 - Present
Accountemps May 2014 - September 2014
Skills
Maya, Photoshop, Drawing, Painting, Microsoft Office, After Effects, Adobe Creative Suite, Motionbuilder, Animation, 3D animation, 2D graphics, Character Rigging, Compositing, Avid, Illustrator, Digital Illustration, Zbrush, Storyboarding, Character Animation, Illustration, Digital Art, Computer Animation, Film, Microsoft Excel, PowerPoint
Education
Chapman University 2009 — 2013
Digital Arts
Abbot Downing September 2012 - Present
Wells Fargo September 2010 - September 2012
Wells Fargo July 2010 - September 2010
Wells Fargo January 2010 - April 2010
Wells Fargo November 2009 - January 2010
Wells Fargo May 2009 - October 2009
University of Minnesota Duluth September 2008 - May 2009
Skills
Customer Service, Financial Markets, Asset Allocation, Securities, Investments, Mutual Funds, Equities, Portfolio Management, Financial Analysis, Banking, Hedge Funds, Asset Management, Financial Modeling, Alternative Investments, Wealth Management
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Finance
University of Minnesota Duluth 2005 — 2009
BBA, Financial Markets
Abbot Downing January 2013 - Present
Abbot Downing January 2012 - December 2012
Wells Fargo April 2007 - December 2011
Wells Fargo January 2006 - March 2007
Skills
Wealth Management, Financial Services, Administrative..., Office Administration, Client Services, Project Coordination
Education
Cincinnati State Technical and Community College 1992 — 1994
Associate’s Degree, Managerial Accounting
Abbot Downing April 2013 - Present
Abbot Downing September 2008 - April 2013
US Bank September 2007 - September 2008
Wells Fargo August 2004 - February 2007
Skills
Wealth Management, Banking, Asset Managment, Financial Analysis, Risk Management, Credit, Loans, Financial Services
Education
University of St. Thomas 2009 — 2014
Master of Business Administration (M.B.A.), Finance
St. Cloud State University 2006 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
University of Minnesota-Twin Cities 2003 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Abbot Downing November 2012 - Present
Fifth Third Asset Management 2003 - 2012
Paladin Investment Associates 2000 - 2003
Investment Advisers Inc 1996 - 2000
Sunkist Growers 1991 - 1996
Skills
Stock Market, Portfolio Management, Equity Research, Financial Analysis, Corporate Finance, Treasury Management, Investments, Investment Strategies, Banking, Equities, Financial Modeling, Investment Management, Alternative Investments, Investment Advisory, Bloomberg, Asset Management, Hedge Funds
Education
UCLA Anderson School of Management 1989 — 1991
Master of Business Administration (MBA), Finance
University of Southern California 1976 — 1980
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Santana High School
Abbot Downing July 2015 - Present
Renewable Energy Group June 2014 - July 2015
The University of Iowa August 2012 - May 2014
The Henry Fund January 2013 - December 2013
Renewable Energy Group, Inc May 2013 - August 2013
Three Rivers FS January 2010 - October 2012
Iowa State University August 2007 - December 2009
Hy-Vee, Inc May 2009 - August 2009
Skills
Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, Accounting, PowerPoint, Research, Microsoft Word, Financial Modeling, Access, Customer Service, Financial Reporting, Analysis, Corporate Finance, Valuation, Mergers & Acquisitions, Business Analysis, Renewable Energy, Biofuels, Biochemicals
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Iowa State University 2006 — 2009
Bachelor of Science, Accounting, Finance
BGL & Associates, LLC, Professional Organizers January 2012 - Present
Association of Personal Photo Organizers December 2011 - Present
National Association of Professional Organizers February 2013 - Present
Minnesota Women's Consortium July 2012 - August 2015
Creative Memories September 1996 - October 2013
Abbot Downing December 1992 - June 2003
Source Financial Group February 1987 - December 1992
Skills
Public Speaking, Team Building, Strategic Planning, Event Planning, Non-profits, Budgets, Leadership Development, Coaching, Microsoft Excel, Project Management, Digital Projects ..., Traditional..., Photo Memorabilia..., Photos, Scrapbooking, Nonprofits, Small Business, Event Management, Customer Service, Marketing, Sales, Fundraising, Program Management, Leadership, Entrepreneurship, Direct Sales, Marketing Communications, Marketing Strategy, Social Networking
Education
College for Financial Planning 1989 — 1990
Financial Paraplanner, Estate Planning
St. Cloud State University 1982 — 1986
B.S., Marketing
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth May 2008 - April 2012
JP Morgan Private Bank June 2006 - May 2008
Northern Trust March 2002 - June 2006
Federal Reserve Bank of Cleveland 1989 - 1996
Skills
Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Holistic Financial..., Charitable Gift Planning, Trust Management
Education
The University of Akron 1984 — 1989
Business Administration, Finance
Walsh Jesuit
Grant Thornton LLP May 2015 - Present
BDO USA, LLP June 2013 - April 2015
Abbot Downing January 2012 - January 2013
Wells Fargo November 2010 - January 2012
CliftonLarsonAllen January 2005 - November 2010
KPMG LLP December 1997 - January 2005
Pesta Finnie & Associates June 1997 - December 1997
Abood, Abood & Rheaume, P.C. May 1995 - January 1997
Skills
Tax, Retirement Planning, Management, Practice Development, Non-profits, Partnership Taxation, Trust Taxation, Gift Tax, Estate Administration, Estate Tax Planning, Business Succession..., High Net Worth..., Personal Income Tax..., Investment Management, Personal Trust..., College Teaching, Estate Planning, Succession Planning, CPA, Income Tax, Financial Planners, Trusts, Strategic Financial..., Tax Advisory, Wealth Management, Mergers, Wealth
Education
Walsh College of Accountancy and Business Administration 1995 — 1997
MS, Professional Accountancy
Thomas M. Cooley Law School 1992 — 1995
Juris Doctor, Law
Michigan State University 1986 — 1990
BA, Accounting
East Grand Rapids High 1982 — 1986
Abbot Downing December 2001 - Present
Bessemer Trust Company May 2000 - December 2001
Northern Trust Bank of Florida April 1991 - April 2000
Skills
Family Dynamics, Estate Planning, Investment Strategies, Charitable Gift Planning, Wealth Management, Investment Management, Alternative Investments, Retirement Planning, Asset Allocation, High Net Worth..., Asset Management, Investments, Wealth Management..., Portfolio Management, Series 7, Hedge Funds, Investment Advisory, Securities, Fixed Income, Equities, Banking
Education
UNC Chapel Hill 1982 — 1986
AB, Economics
Wells Fargo June 2015 - Present
Wells Fargo July 2013 - June 2015
Abbot Downing May 2010 - July 2013
Wells Fargo May 2008 - May 2010
Wells Fargo June 2006 - May 2008
Wells Fargo March 2005 - June 2006
Wells Fargo July 2004 - March 2005
Skills
Client Services, Microsoft Office, Word, PowerPoint, Event Planning, Meeting Planning, Mass Mailings, Team Building, Social Media, Human Resources, Leadership, Microsoft Excel, Customer Service
Education
Saint Mary's University of Minnesota 2010 — 2012
Masters of Arts, Organizational Leadership
St. Cloud State University 2000 — 2004
Bachelor of Science
Abbot Downing April 2013 - Present
Abbot Downing, a Wells Fargo Business August 2012 - April 2013
Abbot Downing January 2002 - August 2012
Wells Fargo October 2000 - January 2002
Wells Fargo August 1998 - October 2000
Wells Fargo June 1994 - August 1998
Skills
Complex Problem-Solving, Time Management, Social Perceptiveness, Coordination, Instructing, Technical Analysis, Active Listening, Critical Thinking, Project Management, Change Management, Strategic Financial..., Strategic Planning, Financial Advisory, Legal Research, Highly detail oriented, Computer Proficiency, Communication Skills, Highly motivated..., Wealth Management..., Problem Solving, Investment Advisory, Wealth Management, Estate Planning, Wealth, Financial Services, Financial Planning
Education
University of Phoenix 2008 — 2011
Bachelor of Science (BS), Management, 3.98
College for Financial Planning 2003 — 2005
CFP®
Champlain College 1991 — 1993
Associate's degree, Paralegal, 3.89
Citi September 2013 - Present
Abbot Downing April 2013 - September 2013
Abbot Downing April 2012 - April 2013
Skills
Investments, Portfolio Management, Fiduciary Services, Asset Management, Investment Management, Private Banking, High Net Worth..., Relationship Management, Asset Allocation, Investment Advisory, Hedge Funds, Fixed Income, Investment Strategies, Wealth Management..., Equities, Mutual Funds, Series 7, Securities, ETFs, Credit, Risk Management, Valuation, Capital Markets, Wealth Management, Financial Analysis, Alternative Investments, Private Equity, Derivatives, Series 63, Finance
Education
University of California, Davis 2007 — 2011
Bachelor of Arts (BA), Economics
Abbot Downing July 2004 - Present
Accenture February 1997 - June 2004
Education
The University of Georgia 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Hatteras Funds February 2015 - Present
Abbot Downing May 2012 - February 2015
US Trust May 2011 - August 2011
Archer Investment Management Raleigh, NC January 2011 - May 2011
Skills
Investments, Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Mutual Funds, Strategic Financial..., Microsoft Excel, Risk Management, Financial Analysis, Financial Planning, Wealth Management..., Financial Modeling, Retirement Planning, Due Diligence, Alternative Investments
Education
Campbell University 2010 — 2012
Master of Business Administration (MBA)
Campbell University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
Southeastern Baptist Theological Seminary
Master of Divinity (M.Div.), Missiology
BMO Private Banking April 2015 - Present
Abbot Downing January 1999 - April 2015
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Equities, Asset Management, Investment Management, Fixed Income, Investment Strategies, Wealth Management, Investments, Hedge Funds, Investment Advisory, Wealth Management..., Equity Research
Education
Thunderbird School of Global Management 1991 — 1992
Master of International Management, International Finance
Arizona State University 1987 — 1991
Bachelor of Science (B.S.), Finance, General
Abbot Downing 2007 - Present
Lowry Hill 2007 - 2012
Quarles & Brady LLP 2004 - 2007
Skills
Wealth Management, Estate Planning, Finance, Trusts, Retirement Planning, Estate Administration, Legal Research, Strategic Financial..., Legal Writing, Corporate Law, Asset Management, Wealth, Litigation, Business Transactions, Estate Law, Retirement, Charities, Alternative Investments, CPA, Investments
Education
Arizona State University College of Law 1995 — 1998
Arizona State University - W. P. Carey School of Business 1990 — 1995
B.S., Accountancy
Abbot Downing December 2013 - Present
University of the District of Columbia August 2012 - May 2013
CAPTRUST July 2011 - August 2012
CAPTRUST October 2010 - August 2012
Skills
Finance, Performance Reporting, Portfolio Accounting, Informa Performer, Axys, Advent Portfolio..., Pure Mathematics, Portfolio Performance..., Investments, System Conversion, Game Day Operations, Sports Industry, Sports Information, Sports Marketing, Sports
Education
Georgetown University 2012 — 2013
Master's Degree, Sports Industry Management
North Carolina State University 2006 — 2010
Bachelor of Science (BS), Mathematics
Wells Fargo April 2013 - Present
Abbot Downing October 2007 - April 2013
Wells Fargo June 2006 - October 2007
Wells Fargo Home Mortgage June 2005 - June 2006
Cingular Wireless 2003 - 2006
Skills
Call Center, Customer Service, FHA, Bill Payment, Time Management, Staff Mentoring, Account Maintenance, SEI, Microsoft Office, CSS, Trust Services, Excel, Operations, Outlook, Teamwork, Troubleshooting, Business Ethics, Problem Solving, Microsoft Excel, Call Centers, Private Banking, Wealth Management, Banking, Portfolio Management, Risk Management, Investments, Asset Allocation, Analysis
Education
The University of North Dakota 1993 — 1995
Red River High School 1991 — 1993
High School Diploma, College Prep
Abbot Downing April 2007 - Present
Wachovia Bank 2003 - 2007
Auditor General - State of Florida January 1996 - July 1998
Skills
High Net Worth..., Investment Projection, Cash Flow Analysis, Estate Planning, Portfolio Management, Financial Planning, Investments, Wealth Management, Financial Analysis, Cash Flow, Strategic Financial..., Investment Advisory, Investment Strategies, Investment Management, Asset Allocation, Alternative Investments, Wealth Management..., Finance, Asset Management
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
MBA, Securities Analysis
Florida State University - College of Business 1986 — 1989
BS, Accounting and Finance
Abbot Downing September 2010 - Present
Wells Fargo 1994 - 2012
Abbot Downing January 2004 - August 2010
Education
Stephens College of Business, University of Montevallo 1983 — 1987
Bachelor of Business Administration (BBA), Concentration in Finance
Queens University of Charlotte
Queens University of Charlotte
Wells Fargo Private Bank November 2013 - Present
Abbot Downing March 2012 - November 2013
Wells Fargo Private Bank June 2010 - March 2012
PricewaterhouseCoopers LLP December 2007 - June 2010
The Stanley Laman Group, Ltd June 2007 - October 2007
Jackson Cross March 2006 - May 2007
Elam Law May 2006 - January 2007
Palmarella, Curry February 2006 - May 2006
Lawyering Together Program November 2004 - January 2006
Philadelphia Volunteer Lawyers for the Arts May 2005 - August 2005
Skills
Estate Planning, Tax Law, Financial Planning, Employee Benefits, Succession Planning, Asset Protection, Trusts, Wealth, Retirement Planning, Wills, Non-profits, Business Planning, Research, Public Speaking, High Net Worth..., Tax, Strategic Financial..., Wealth Management, Financial Planners, Investments, Asset Allocation, Asset Management, Finance, Financial Services, Endowment Funds, Investment Advisory, Wealth Management..., Wealth Preservation..., Nonprofits
Education
Villanova University School of Law 2007 — 2008
LL.M, Taxation
Villanova University School of Law 2004 — 2007
JD
University of South Florida 2000 — 2004
BA, Philosophy and Religious Studies
Whittier Trust Company April 2013 - Present
Abbot Downing March 2010 - March 2013
Bessemer Trust September 1994 - March 2010
U.S. Trust Company of New York November 1987 - August 1994
Skills
Investment Management, Wealth Management..., Wealth, Fiduciary Services, Wealth Management, Asset Allocation, Investment Advisory, Estate Planning, Asset Managment, Family Office, Investments, Portfolio Management, Retirement Planning, Alternative Investments, High Net Worth...
Education
Brooklyn Law School 1989 — 1993
JD, Law
Georgetown University 1982 — 1986
BSFS, Foreign Service
Abbot Downing 2014 - Present
Merrill Lynch January 2008 - 2014
California Community Foundation November 2002 - January 2008
Grodan Law Group 2000 - 2008
Survivors of the Shoah Visual History Foundation July 1997 - November 2002
Shoah Foundation Institute University of Southern California 1997 - 2002
Skills
Planned giving..., Estate Planning, Planned Giving, Tax, Endowments, Philanthropy, Trusts, Asset Management, Investments, Financial Advisory, Asset Managment, Estate Law, High Net Worth..., Wealth Management, Charities, Wealth, Estate Tax Planning, Securities, Investment Strategies, Leadership, Personal Finance, Investment Management, Alternative Investments, Trust Services, Asset Allocation, Mutual Funds, Wealth Management..., Uniform Combined State..., Series 7, Investment Advisory, IRAs, Financial Planners, FINRA, Portfolio Management, Trust Management, Life Insurance, Multi-generational..., Charitable Trusts, Long Term Care Insurance, Fiduciary, Private Equity, Financial Planning
Education
Loyola Law School, Loyola Marymount University 2006 — 2012
Master of Laws (LL.M.), Tax
Southwestern University School of Law 1997 — 2000
JD, Law
Michigan State University 1990 — 1994
Bachelor of Arts, Pre-Law
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth September 2001 - Present
UBS/PaineWebber April 1992 - June 2001
Education
University of Florida 1982 — 1986
BS, Business - Finance
Abbot Downing February 2011 - Present
Wells Fargo October 2010 - February 2011
Wells Fargo September 2005 - October 2010
Wells Fargo December 2004 - September 2005
Wells Fargo September 1997 - December 2004
Wells Fargo March 1997 - September 1997
Skills
Project Coordination, Financial Reporting, Microsoft Excel, MS Excel Pivot Tables, Coaching Staff, Database Design, Access Database, SharePoint, Microsoft Office, Executive Calendar..., Event Planning, Account Reconciliation, Employee Training, Travel Management, Approvals, Customer Service, Insurance
Education
College of St. Benedict 1992 — 1996
Bachelor of Science (BS), Psychology
College of St. Benedict 1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Abbot Downing November 2012 - Present
Wells Fargo Bank, N.A. June 2010 - November 2012
Campbell University Natatorium May 2007 - August 2009
Southeastern Trust School June 2009 - June 2009
Quiznos Subs April 2005 - August 2006
Education
Palm Beach Atlantic University 2013 — 2014
Master of Business Administration (MBA), Business Administration
Campbell University 2006 — 2010
BBA, Trust & Wealth Management
Abbot Downing 2012 - Present
SAG-AFTRA 2011 - Present
First Western Capital Management 2011 - 2011
KAC Media June 2009 - July 2010
Merrill Lynch June 2008 - May 2009
Fisher Investments July 2007 - February 2008
Fisher Investments July 2006 - July 2007
Skills
Portfolio Management, Investments, Asset Allocation, CRM, Financial Services, Trading, Leadership, Management, Marketing, Online Marketing, Project Management, Analysis, Account Management, Training, Event Management, Microsoft Word, Entrepreneurship, Fundraising, Research, Financial Analysis
Education
UCLA Anderson School of Management
Candidate for Masters in Business Administration
University of California, Berkeley
Bachelor of Arts, Economics, Ethnic Studies
US Bank Private Client Reserve January 2015 - Present
Abbot Downing January 2014 - November 2014
Wells Fargo May 2013 - October 2013
Wells Fargo November 2012 - May 2013
Wells Fargo Bank March 2000 - November 2011
Skills
Microsoft Office, SEI/Invest 3000, Morningstar, FactSet, MOXY, Performance Station, Series 7, Financial Analysis, Moxy, Asset Allocation
Education
Augsburg College 1980 — 1985
BA, Business Administration
Augsburg College
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Wealth Management July 2015 - Present
Gonzaga University CCASL August 2014 - May 2015
Bulldog Investment Group September 2010 - May 2015
Abbot Downing June 2014 - August 2014
Battelle May 2012 - August 2013
Skills
Accounting, Analysis, Microsoft Excel, Leadership, Entrepreneurship, Research, Statistics, Writing, Investments, Access
Education
Gonzaga University - School of Business Administration 2013 — 2015
Master’s Degree, Accounting - Financial Accounting and Reporting, 4.00 GPA
Gonzaga University 2010 — 2014
Bachelor's Degree, Accounting; Business Administration, 3.99 GPA
Kamiakin High School 2006 — 2010
High School, High School/Secondary Diplomas and Certificates, 4.00
Abbot Downing September 2015 - Present
Abbot Downing November 2013 - September 2015
Monroe Moxness Berg PA May 2011 - November 2013
Wells Fargo Bank August 2010 - May 2011
Wells Fargo Home Mortgage November 2009 - July 2010
Ernst & Young LLP June 2008 - August 2008
AccountAbility Minnesota January 2008 - April 2008
Wells Fargo Bank December 2004 - August 2007
Minnesota General Crime Victim Coalition February 2007 - May 2007
University of Minnesota May 2004 - December 2004
Skills
Multi-generational..., Wealth Management, Wealth Management..., Strategic Planning, Financial Services, Risk Management, Financial Advisory, Financial Reporting, Retirement, Investments
Education
William Mitchell College of Law 2006 — 2009
Juris Doctor, Law
University of Minnesota Duluth 2000 — 2004
BBA, Finance
The Eloquent Investor October 2014 - Present
Abbot Downing September 2006 - Present
Warren County Community College (Abromitis Online Learning) August 2013 - December 2013
Warren County Community College (Abromitis Online Learning) August 2011 - December 2011
Wilmington Trust 2001 - 2006
Skills
Asset Allocation, Alternative Investments, Investments, Wealth Management, Macroeconomics, Investment Strategies, Investment Management, Hedge Funds, Equities, Asset Management, Fixed Income, Investment Advisory, Mutual Funds, Series 7, Portfolio Management
Education
Villanova University 2010 — 2013
Masters of Taxation
Drexel University 2003 — 2005
MBA
Penn State University 1997 — 2001
Archmere Academy 1994 — 1997
High School
Abbot Downing April 2012 - Present
Lowry Hill October 1996 - April 2012
Skills
Wealth Management, Asset Allocation, Investments, Financial Services, Finance, Investment Management, Asset Management, Wealth Management..., High Net Worth..., Investment Advisory, Private Banking
Education
University of St. Thomas - Opus College of Business 1994 — 1998
MBA, Finance
Minnesota State University, Mankato 1986 — 1990
B.S., Finance & Marketing
Abbot Downing November 2014 - Present
Abbot Downing February 2011 - November 2014
Skills
Asset Allocation, Private Equity, Alternative Investments, Equity Valuation, Financial Analysis, Financial Statement..., Wealth Management, Asset Management, Financial Modeling, Investment Management, Investment Strategies, Valuation, Portfolio Management, Equities, Investments
Education
University of Minnesota-Duluth 2005 — 2009
BBA, Finance
Abbot Downing September 2011 - Present
Lowry Hill June 2007 - January 2012
South Dakota Investment Council 2006 - 2007
Skills
Asset Management, Portfolio Management, Investments, Equities, Valuation, Financial Analysis, Financial Modeling, Asset Allocation, Equity Research, Research, Excel, Accounting, Analysis, Risk Management, Financial Planning, Investment Strategies, Investment Management, Hedge Funds, Wealth Management
Education
The University of South Dakota 2003 — 2007
BBA, Finance
Abbot Downing August 2013 - Present
BBVA Compass June 2010 - August 2013
Invesco Aim January 2003 - July 2008
Invesco Aim March 2000 - December 2002
Invesco Aim July 1998 - February 2000
Greenlight Capital 1997 - 1997
William M. Mercer, Inc. 1990 - 1996
Skills
Chartered Financial..., Asset Management, Investments, Fundamental Research, Investment Advisory, Equities, Series 7, Portfolio Management, Financial Modeling, Equity Research, Fixed Income, Investment Management, Alternative Investments, Emerging Markets, Management, Mutual Funds, Asset Managment, Hedge Funds, Valuation, Research, Wealth Management, Bloomberg, Retirement Planning, Capital Markets, Finance, Strategy, Risk Management, Asset Allocation, Chartered Financial..., Banking, Economics
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance/Investment Management
Texas A&M University 1986 — 1990
BS, Economics/Mathematics
Abbot Downing January 2001 - Present
Skills
Certified Trust and..., Financial Services, Key Account...
Education
Temple University - Fox School of Business and Management 1998 — 2001
Bachelor of Business Administration (BBA), Marketing
U.S. Bank June 2013 - Present
Abbot Downing June 2012 - June 2013
Lowry Hill December 2005 - June 2012
Wells Fargo October 2001 - December 2005
Ameriprise Financial Services, Inc. April 2000 - October 2001
Ameriprise Financial Services, Inc. April 1999 - April 2000
Ameriprise Financial Services, Inc. August 1997 - April 1999
Skills
Investments, Wealth Management, Estate Planning, High Net Worth...
Education
University of Nebraska College of Law 1990 — 1993
Juris Doctor, Law
University of Nebraska-Lincoln 1988 — 1990
Graduate Study, Economics
The University of South Dakota 1983 — 1988
Bachelor of Science in Business Administration, Economics
Abbot Downing March 2014 - Present
Abbot Downing (A Wells Fargo Company) June 2005 - February 2014
Skills
Asset Management, High Net Worth..., Wealth Management, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Equities, Investment Advisory, Investment Strategies, Private Equity
Education
Boston College 1992 — 1996
BS, Economics
St. Mark's School 1989 — 1992
General Studies
Abbot Downing September 2013 - Present
Wells Fargo June 2013 - August 2013
The Edge Magazine January 2013 - May 2013
Wells Fargo August 2011 - May 2013
Wells Fargo August 2010 - August 2011
Skills
Sales, Financial Analysis, Public Speaking, Social Media, Data Entry, Mortgage Lending, Group Dynamics, Customer Service, Customer Support, Loan Origination, Credit, Leadership, Consumer Lending, Financial Management..., Qualitative Research, Client Relations Skills, High Net Worth..., Trust Management, Charitable Trusts, Trusts, Office Administration, Microsoft Excel, Microsoft Word
Education
University of Minnesota-Duluth 2007 — 2013
Bachelor of Arts (B.A.), Communication, Economics
Stonebridge Capital Advisors October 2012 - Present
Abbot Downing October 2003 - October 2012
Wells Fargo Investments, LLC October 2001 - October 2003
Jundt Associates, Inc June 2000 - October 2001
Skills
Asset Management, Investments, Trading, Fixed Income, Portfolio Management, Securities, Wealth Management, Series 7, Investment Advisory, Valuation, Financial Analysis, Risk Management, Investment Management, Bonds, Equity Trading
Education
Hamline University 2010 — 2011
Masters of Business Administration, Finance
Saint John's University 1996 — 2000
Bachelor of Arts, Business Management
KeyStone Law, PLLC April 2015 - Present
Connemara Family Office Management, LLC April 2015 - July 2015
Connemara Fee Only Planning, LLC April 2015 - July 2015
Abbot Downing April 2011 - January 2015
GenSpring Family Offices May 2005 - April 2011
Bank of America Private Bank 1993 - 2005
Chernesky, Heyman and Kress August 1988 - March 1993
Smith and Schnacke, LLP August 1987 - August 1988
Skills
Estate Planning, Wealth, CRM, Wealth Management, Asset Allocation, High Net Worth..., Alternative Investments, Investments, Asset Management, Portfolio Management, Investment Management, Investment Advisory
Education
Georgetown University Law Center 1994 — 1996
LL.M, Taxation
Dickinson Law 1984 — 1987
JD, Law - taxation and business
Westminster College (PA) 1981 — 1984
BA, Business and accounting
Abbot Downing June 2013 - Present
Ameriprise Financial Services, Inc. March 2011 - June 2013
Willis May 2010 - March 2011
Bank of America September 2009 - April 2010
Merrill Lynch February 2008 - September 2009
LEI Financial March 2008 - June 2008
THE MECHANICS BANK June 2005 - August 2005
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Cold Calling, Sales, Mortgage Lending, Investments, Financial Analysis, Strategic Financial..., Budgets, Account Management, Management, Marketing, Insurance, Risk Management
Education
Arizona State University 2004 — 2008
BA, Psychology
Carlson School of Management August 2015 - Present
Abbot Downing June 2013 - August 2015
MN Opera - Tempo July 2012 - July 2015
Ameriprise Financial Services, Inc. May 2011 - June 2013
Beta Academy July 2010 - April 2011
Innovations Inc February 2010 - April 2011
Green Goddess Restaurant July 2009 - October 2009
Skills
Sales, Investments, Portfolio Management, Management, Microsoft Office, Analysis, Finance, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master of Business Administration (MBA), Finance, General
Tulane University 2005 — 2009
Bachelor of Arts, History (Ancient History) & Political Science (Comparative Political Economy
University of Minnesota-Twin Cities 2004 — 2006
Abbot Downing December 2013 - Present
Nelson Staffing June 2012 - August 2012
Blue Mountain Realty Inc. June 2011 - August 2011
Orinda Country Club April 2009 - June 2011
Skills
Temporary Staffing, Data Entry, Temporary Placement, Outlook, Staffing Services, Microsoft Excel, Customer Service, Spreadsheets, Administrative..., Microsoft Word, Microsoft Office, Financial Analysis, Portfolio Management, Public Speaking, Research, Banking, Social Media, Asset Management, Teamwork
Education
California State University-Chico 2009 — 2013
Bachelor's degree, Economics
Acalanes
Abbot Downing 2009 - Present
Skills
Strategy, Employee Relations, Leadership, Employee Benefits, Strategic Planning, Succession Planning, Human Resources, Wealth, Strategic Financial..., Process Improvement, Plannning, Talent Management, Wealth Management, Asset Allocation, Management, Retirement Planning, Estate Planning, Investment Management, Investments
Education
Harvard Medical School
University of California, Davis
University of California, San Francisco
University of Massachusetts Boston
Abbot Downing April 2010 - Present
Wells Fargo Family Wealth April 2010 - April 2012
Janney Montgomery Scott May 2009 - April 2010
Smith Barney December 2005 - May 2009
Legg Mason February 2003 - December 2005
Christiana Bank & Trust Co May 2001 - January 2003
Skills
Asset Allocation, Investment Management, Investment Manager Due..., Portfolio Management, Portfolio Construction, Investment Consulting, Research, Sales, Marketing, Investments, Asset Management, Equities, Alternative Investments, Financial Modeling, Financial Analysis, Valuation, Wealth Management, Private Equity, Mutual Funds, Chartered Financial..., Due Diligence, Management, Mortgage Lending, Program Management, Series 24
Education
Villanova University 2013 — 2017
Master of Business Administration (MBA)
Bucknell University 1997 — 2001
BA, Interdepartmental - Finance
Abbot Downing September 2015 - Present
Commonfund February 2011 - August 2015
Evaluation Associates October 2008 - February 2011
Globalvest Partners August 2002 - September 2008
National Economic Research Associates 1996 - 2000
Skills
Alternative Investments, Equities, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Bloomberg
Education
Duke University - The Fuqua School of Business 2000 — 2002
Bates College 1992 — 1996
BS, Economics
Boston College High School
Abbot Downing February 2014 - Present
Project SUCCESS 2009 - Present
SIFMA - Securities Industry Institute - Wharton 2008 - Present
RBC Wealth Management July 2001 - February 2014
US Bank 1999 - 2000
Skills
Mutual Funds, Social Media, Business Strategy, Financial Services, Strategy, Leadership, Marketing, Analytics, Strategic Communications, Strategic Partnerships, Investments, Marketing Communications, Direct Marketing, Marketing Strategy, Integrated Marketing, Management, Finance, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Marketing, Strategic Management
Anoka Senior High School
Abbot Downing May 2013 - Present
Wells Fargo Bank, Financial Sponsors Group January 2006 - May 2013
RBC Dain Rauscher January 2001 - December 2005
Education
University of Minnesota - Carlson School of Management 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Abbot Downing 1988 - Present
Skills
Investments, High Net Worth..., Trust Services, Estate Planning, Wealth Management, Asset Allocation, Investment Management
Education
Northeastern University
Master's degree, Taxation
Widener University
Abbot Downing December 2012 - Present
Wells Fargo March 2000 - December 2012
Skills
Portfolio Management, Asset Allocation, Asset Management, Wealth Management, Investments, Investment Strategies, Fixed Income, Investment Advisory, Financial Planning, High Net Worth..., Private Wealth...
Education
Iowa State University - College of Business 1985 — 1989
Bachelor's degree, Finance, General
Wells Fargo March 2015 - Present
Wells Fargo December 2009 - March 2015
Abbot Downing July 2008 - December 2009
Evergreen Investments June 2006 - July 2008
Evergreen Investments June 2005 - June 2006
Skills
Risk Management, Portfolio Management, Investment Management, Stocks, Organizational..., Asset Allocation, Investments, Equities, Wealth Management
Education
Elon University 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration: concentration in Finance
Abbot Downing 2012 - Present
Lowry Hill 1991 - 2012
Mackall Crounse & Moore law firm 1984 - 1989
Robins Zelle Larson Kaplan (now Robins Kaplan Miller Ciresi) 1979 - 1984
Education
University of Minnesota Law School 1976 — 1980
J.D. cum laude
U.S. Bank January 2013 - Present
Abbot Downing November 2010 - January 2013
LJH Global Investments, LLC July 2002 - July 2010
Education
Florida Atlantic University
Merrill Lynch Wealth Management June 2013 - Present
Abbot Downing April 2008 - June 2013
Wachovia Wealth Management March 2002 - April 2008
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investment Management, Investment Strategies, Equities, Wealth Management, Asset Management, Equity Research, Fixed Income, Hedge Funds, Investment Advisory, Mutual Funds, Investments, Bloomberg
Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics
University of North Carolina at Greensboro
Master of Science (M.S.), Accounting
INCase, LLC 2000 - Present
Bloomberg LP 1995 - Present
Financial Planning magazine 2005 - Present
Abbot Downing 2011 - Present
Benefits Selling 2010 - Present
Institutional Investor/Journal of Portfolio Management 2012 - Present
Bloomberg Press 2008 - Present
John Wiley and Sons 2008 - Present
Private clients 2008 - Present
Bloomberg LP 2007 - 2012
Skills
Editing, Proofreading, Copy Editing, Journalism, Web Content, Copywriting, Ap Style, News Writing, Publications, Freelance Writing, Content Development, Feature Articles, Creative Writing, Literature, Fiction, Non-fiction, Books, Social Media, Magazines, Content Management, Online Publishing, Content Strategy, Ghostwriting, Press Releases, Online Journalism, Magazine Articles, Headline Writing, Ebooks, Publicity, Travel Writing, Fiction Writing, Storytelling, Writing, Publishing, Blogging, Editorial, Newsletters, Book Writing, Management, Newspapers, Public Speaking, Fact-checking, Strategic Communications
Education
Carleton College 1986 — 1990
BA, English Language and Literature/Letters
Greeley Central High School
Greeley Central High School
Abbot Downing March 2015 - Present
Abbot Downing April 2012 - Present
Wells Fargo Family Wealth 2005 - April 2012
Wells Fargo 1999 - 2005
Skills
Investments, Investment Management, Asset Allocation, Wealth Management, Alternative Investments, Strategic Planning, Fixed Income, Investment Strategies, Portfolio Management, Asset Management, Equities, High Net Worth..., Hedge Funds, Mutual Funds, Analysis, Series 7, Equity Research, Financial Services
Education
San Francisco State University
BS, Cell and Molecular Biology
Abbot Downing October 1991 - Present
Price Waterhouse Coopers September 1987 - November 1991
3M September 1981 - August 1984
Skills
Management, Strategic Planning, Investments, Financial Planning, Financial Analysis, Sales, Portfolio Management, Finance, New Business Development, Wealth Management
Education
William Mitchell College of Law 1985 — 1987
JD
University of Notre Dame 1977 — 1981
accounting
Abbot Downing November 2012 - Present
Wells Capital Management April 2007 - October 2012
Lowry Hill August 2004 - April 2007
TCF Bank February 2002 - August 2004
American Express June 2000 - February 2002
Education
University of Saint Thomas - School of Business 2002 — 2005
M.B.A., Finance
University of Michigan 1996 — 2000
B.A., Economics, English
Abbot Downing 2012 - Present
Wells Fargo March 2010 - May 2012
Skills
Excel, PowerPoint, Word, Morningstar Advisor, PSN Informa, FactSet
Education
CFA Institute
CFA Charterholder
University of California, Los Angeles
BA, Psychology
Abbot Downing July 1986 - Present
Lowry Hill June 1986 - June 2011
Skills
Investments, Management, Asset Allocation, Finance, Strategic Planning, Business Development, Asset Management, Equities, Marketing, Portfolio Management, Wealth Management
Education
University of Minnesota - Carlson School of Management
MBA
University of Minnesota-Twin Cities
Abbot Downing January 2010 - Present
Wells Fargo January 2001 - Present
Piper Jaffray 1995 - 1999
Skills
Asset Managment, Portfolio Management, Asset Allocation, Asset Management, Private Equity, Financial Analysis, Financial Modeling, Alternative Investments, Investment Strategies, Investments, Banking, Series 7, Wealth Management..., Investment Advisory, Wealth Management, Valuation, Investment Management, Equities, Risk Management
Education
William Mitchell College of Law 1987 — 1990
Master of Laws (LL.M.), Taxation
Hamline University School of Law 1983 — 1986
Juris Doctor (J.D.)
University of Minnesota-Twin Cities 1973 — 1978
Bachelor's Degree
Abbot Downing May 2012 - Present
The Lindsay Group September 2002 - May 2012
Skills
Asset Management, Commercial Real Estate, Equities, Financial Modeling, Investments, Portfolio Management, Underwriting, Valuation, Alternative Investments, Due Diligence, Investment Strategies, Investment Management, Finance
Education
University of Saint Thomas - School of Business 2009 — 2013
MBA, Finance
University of Minnesota-Twin Cities 1996 — 2000
Bachelor of Science
Abbot Downing July 2015 - Present
Abbot Downing May 2012 - July 2015
Northern Trust October 2009 - April 2012
Private Law Practice June 2008 - October 2009
Skills
Multi-generational..., Relationship Management, Strategic Planning, Wealth Management, Risk Management, Financial Advisory
Education
University of Miami School of Law 2007 — 2008
LL.M, Estate Planning
University of Florida - Fredric G. Levin College of Law 2005 — 2007
J.D., Law
University of Florida 1999 — 2004
B.A., History
Abbot Downing August 2002 - Present
Baker Tilly Virchow Krause, LLP May 2000 - August 2002
Wipfli LLP December 1997 - April 2000
Skills
CPA
Education
Lakeland College
Bachelor of Arts, Accounting
Abbot Downing April 2012 - Present
Lowry Hill September 1993 - March 2012
KPMG 1985 - 1993
Comprehensive Tax Management January 1984 - September 1985
Carlson, Bloemendaal & Rollie November 1981 - December 1983
Skills
High Net Worth..., Trusts, Estate Planning, Strategic Financial..., Asset Managment, Financial Analysis, Asset Allocation, Investment Management, Wealth Management, Tax, Asset Management, Investments, Retirement Planning, Wealth Management...
Education
Golden Gate University 1986 — 1988
M.S., Taxation
College of Saint Benedict 1977 — 1981
B.A., Business/Accounting
Abbot Downing July 2011 - Present
Wells Fargo January 2009 - July 2011
Wachovia Wealth Management March 2003 - October 2008
Skills
Wealth Management, Investments, Financial Services, Leadership, Internal Communications, Banking, Portfolio Management, Management, Public Relations, Risk Management, Crisis Communications, Media Relations, Mutual Funds
Education
Marshall University 1978 — 1983
BA, MAJ, Journalism, English, Management
Abbot Downing October 2009 - Present
Wells Fargo Private Bank 1996 - 2009
Skills
Process Improvement, Wealth Management, Risk Management, Strategic Financial..., Financial Analysis, Asset Management, Equities, Investments, Management
Education
Saint Cloud State University - G.R. Herberger College of Business
Abbot Downing October 2004 - Present
Education
Rutgers, The State University of New Jersey-Camden
BA, Fine Arts, Graphic Design, Business
Delran High School 1994 — 2000
Abbot Downing May 2012 - Present
Wells Fargo Family Wealth 2003 - May 2012
Wachovia Bank 2000 - 2012
The Legend Group January 1997 - January 2000
Education
Salem College 2003 — 2008
Bachelor of Arts, Arts management
Wells Fargo May 2013 - Present
Abbot Downing July 2007 - May 2013
Education
William Mitchell College of Law 2009 — 2013
Juris Doctor (J.D.), Law
College of Saint Benedict 2003 — 2007
Bachelor's Degree, Psychology
Northern Trust October 2012 - Present
McKenna, Long & Aldridge, LLP March 2012 - October 2012
Abbot Downing July 2010 - March 2012
Withers, LLP May 2008 - July 2010
Ambrecht & Brittain June 2002 - May 2008
Arthur Andersen June 1997 - January 2001
Office of the San Diego City Attorney January 1992 - January 1996
Office of the United States Attorney August 1990 - January 1992
The Washington Post September 1985 - July 1989
Skills
Litigation, Estate Planning, Intellectual Property, Trusts, Private Equity, Legal Research, Mergers & Acquisitions, International Tax, Corporate Law, Wills, Dispute Resolution, Tax Law, Commercial Litigation, Hedge Funds, Mediation, Estate Tax Planning, Music, Corporate Governance, Investment Management, Arbitration, Civil Litigation, Piano, High Net Worth..., Due Diligence, Wealth Management
Education
University of San Diego School of Law 1996 — 1998
LL.M. Master of Laws, Taxation
California Western School of Law 1989 — 1992
Juris Doctor, Law
Pushkin Language Institute (UNC Chapel Hill sponsored) 1984 — 1984
Certification, Russian Language and Literature
University of North Carolina at Chapel Hill 1980 — 1984
B.A., Economics and International Studies
Universite of Paul Valery 1982 — 1983
Certification, French Language and Literature
Hunter Huss High School 1978 — 1980
Abbot Downing January 2012 - Present
Wells Fargo Family Wealth 2006 - 2011
Wells Fargo Private Bank 2003 - 2005
Skills
Alternative Investments, Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Investments, Equities, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Series 7, High Net Worth..., Fixed Income, Mutual Funds
Education
University of California, Santa Barbara 1991 — 1993
MBE, Business & Economics
University of California, Santa Barbara 1988 — 1991
BA, Economics
Abbot Downing October 2014 - Present
Magellan Development May 2014 - October 2014
Bigos Management, Inc. February 2013 - June 2014
Association of American Medical Colleges March 2010 - August 2010
Washington Post Digital June 2008 - May 2010
MIT Sloan School of Management September 2007 - June 2008
Northwestern College July 2005 - August 2007
Skills
Event Planning, Career Counseling, Public Speaking, Higher Education, Non-profits, Leadership Development, Customer Service, Social Media, Teaching, Staff Development, Microsoft Office, Resume Writing, Salesforce.com, Recruiting, Leasing, Sales, Facebook, Advertising, Marketing, Research, Online Advertising, Editing, Project Planning, Human Resources
Education
University of Northwestern - St. Paul 2001 — 2005
Bachelor of Science, Physical Education
Abbot Downing 2002 - Present
The Ayco Company, L.P. 1998 - 2002
Skills
Investments, Strategic Financial...
Education
College for Financial Planning 2010 — 2012
Masters, Personal Financial Planning
University of Pittsburgh School of Law 1995 — 1998
JD
Lycoming College 1990 — 1994
BA
Abbot Downing March 2015 - Present
VF Corporation November 2011 - March 2015
Abbot Downing (formerly Wells Fargo Family Wealth) June 2011 - November 2011
Stewardship Partners May 2010 - August 2010
SNL Financial June 2007 - July 2009
Genworth Financial May 2004 - June 2007
Education
Wake Forest University School of Business 2009 — 2011
MBA, Finance
Liberty University 2000 — 2004
BS, Management Information Systems
University of St. Thomas School of Law September 2015 - Present
Abbot Downing June 2012 - August 2015
Lowry Hill October 1997 - June 2012
Wells Fargo Bank, N.A. (Fiduciary Tax Services Department) 1995 - 1997
Skills
Relationship Management, Trust Services, Customer Service, Income Tax, Estate Planning, Strategic Planning, Cash Flow, Cash Management, Process Improvement, Microsoft Office, Project Management, PowerPoint, Supervisory Skills, Building Relationships
Education
University of Iowa College of Law 1988 — 1991
JD
University of Iowa - Henry B. Tippie College of Business 1984 — 1988
BBA, Finance
GM Advisory Group April 2015 - Present
Abbot Downing August 2013 - March 2015
Citi August 2010 - August 2013
UBP Asset Management May 2005 - September 2009
Bessemer Venture Partners January 2000 - November 2003
Deutsche Asset Management January 1995 - December 1999
Deloitte September 1985 - October 1995
Skills
Hedge Funds, Fund Of Funds, Investments, Asset Managment, Equities, Alternative Investments, Private Equity, Due Diligence, Investor Relations, Capital Markets, Valuation, Financial Modeling
Education
Hofstra University 1983 — 1985
MBA, Finance
Hofstra University 1979 — 1983
BBA, Accounting
Abbot Downing November 2006 - Present
Wells Fargo Family Wealth November 2006 - March 2012
Wells Fargo Bank October 1993 - November 2006
Skills
Investments, Customer Satisfaction, Account Administration, Detailed Organization, Account Management, Customer Service, Memory, Analysis, Investment Advisory, Investment Strategies, Management, Private Banking, Equities, Wealth, Securities, High Net Worth..., Alternative Investments, Finance, Financial Services, Wealth Management
Education
Lansing Community College 1980 — 1982
Abbot Downing October 2012 - Present
Bank of America July 2006 - October 2012
Bank of New York Mellon 1992 - 2006
Skills
Asset Managment, Investments, Equities, Asset Allocation, Investment Management, Alternative Investments, Mutual Funds, Hedge Funds, Investment Strategies, Wealth Management, Financial Services, Strategic Financial..., Wealth, Strategy, Private Equity, Asset Management, Portfolio Management, Fixed Income, Management, Financial Planning
Education
St. Lawrence University 1988 — 1991
Abbot Downing April 2012 - July 2014
Lowry Hill October 2000 - April 2012
Wells Fargo Asset Mgmt January 1995 - September 2000
Norwest Investment Services May 1987 - January 1995
John G Kinnard & Company May 1980 - September 1986
Skills
Trading, Trading Systems, Equity Trading, Equities, Investment Advisory, Capital Markets, Valuation, Financial Modeling, Private Equity, Risk Management, Derivatives, Financial Services, Proprietary Trading, Trading Strategies, Bloomberg Terminal, ETFs, Electronic Trading, Options, Strategic Financial..., Fixed Income
Education
Minnesota State University, Mankato 1975 — 1979
BS, Business Administration
Cannon Falls High School 1972 — 1975
Diploma, College Prep
Abbot Downing November 2012 - Present
Wells Fargo May 2001 - November 2012
Skills
Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Investments, Fixed Income, Asset Management, Economics, Alternative Investments, Equities, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Series 7, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BS, Finance
Abbot Downing April 2007 - Present
US Trust Company March 2005 - March 2007
WEGMANS FOOD MARKETS, INC May 2003 - December 2004
Skills
Investments, Wealth Management, Financial Planning, Client Service, Trusts, High Net Worth..., Relationship Management, Trust Services, Trust Management, Family Office, Wealth Management..., Financial Advisory, Alternative Investments, Financial Analysis
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Business Management
Binghamton University - School of Management 2001 — 2005
Bachelor of Science, Business Management; Finance
CERTIFIED FINANCIAL PLANNER TM
2006 New York Bankers Association Trust and Estate School
ABA
Certified Trust and Financial Advisor
Abbot Downing July 2015 - Present
Wells Fargo February 2012 - June 2015
Wells Fargo June 2010 - January 2012
Skills
Banking, Wealth Management, Retirement Planning, Investments
Education
University of Texas at Tyler 2015 — 2020
Doctor of Philosophy (PhD), Human Resource Development / Business
University of Texas at Tyler 2012 — 2014
Master of Science (M.S.), Human Resources Development, 3.70
University of Texas at Tyler 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.70
University of Houston-Downtown 2005 — 2011
Bachelor of Science, Psychology (Major) and Communications (Minor), 3.90
Abbot Downing August 2013 - Present
Wells Fargo Home Mortgage September 2012 - July 2013
Wells Fargo Bank December 2007 - September 2012
Paul Financial February 2004 - August 2007
Skills
Credit, Credit Analysis, Mortgage Lending, Banking
Education
University of Phoenix 2011 — 2013
Associate’s Degree, Business Administration
Abbot Downing June 1986 - Present
Skills
Portfolio Management, Equities, Investments
Education
Metropolitan State University 2006 — 2014
Liberal Arts and Sciences/Liberal Studies
Abbot Downing June 2013 - Present
Wells Fargo Family Wealth September 2012 - June 2013
Education
University of North Carolina at Greensboro 2005 — 2007
BA, Art
Abbot Downing 2015 - Present
Minnesota Fourth Judicial District Court 2012 - 2014
Polaris Industries 2011 - 2012
Education
William Mitchell College of Law
J.D., Law
Creighton University
B.S., Business Ethics
Benilde-St. Margaret's
Abbot Downing September 2014 - Present
Abbot Downing January 1996 - September 2014
Wells Fargo January 1992 - January 1996
Education
University of Denver
Bachelor of Business Administration (B.B.A.), Finance, General
Abbot Downing 2012 - Present
Abbot Downing (a Wells Fargo Company) 2012 - Present
Wells Fargo Bank August 2009 - Present
Wells Fargo Bank May 2006 - January 2009
Wells Fargo February 1995 - May 2006
Skills
Mortgage Underwriting, Credit Analysis, Loans, Commercial Lending, Consumer Lending, Mortgage Lending, Underwriting, Credit, Lines Of Credit, Loan Origination, Small Business Lending, Asset Based Lending, Commercial Banking, Home Equity Loans, Credit Risk, Banking, Portfolio Management, Retail Banking, Relationship Management, Wealth Management
Education
California State Polytechnic University-Pomona 1991 — 1993
Master of Business Administration (MBA), MBA
University of Southern California 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.5
Abbot Downing January 2012 - Present
Wells Fargo April 2009 - January 2012
Education
Capella University 2009 — 2011
Bachelor of Science, Accounting
Abbot Downing March 2013 - Present
Abbot Downing April 2011 - February 2013
Wells Fargo Bank October 2006 - March 2011
Wells Fargo and Fleet Banks March 2000 - September 2006
Wells Fargo Bank November 1998 - February 2000
Skills
Banking, Risk Management, Credit, Loans, Portfolio Management, Private Banking, Operational Risk, Wealth Management, Asset Management, Investments
Education
Université de Nantes / University of Nantes
2 year degree, Foreign Languages and Literatures, General
Abbot Downing September 2015 - Present
Lynch & Eatman, L.L.P. August 2013 - August 2015
CAPTRUST June 2013 - August 2013
Pope's Dry Cleaners March 2013 - June 2013
The Grimey Gatsby November 2012 - February 2013
Sigma Alpha Epsilon Fraternity August 2011 - May 2012
Skills
Customer Service, Social Media, CRM, Research, Social Networking, Hospitality, People Management, Retail Sales Experience, Conservationist, Friendly Personality, Budgets, Microsoft Word, PowerPoint, Organization, Leadership, Microsoft Excel, Public Speaking, Microsoft Office
Education
Campbell Univeristy, Lundy-Fetterman School of Business 2014 — 2015
Master's Degree, Trust and Wealth Management
Hampden-Sydney College 2008 — 2012
Bachelor of Arts (B.A.), History, Graduated
Charles Schwab June 2013 - Present
Abbot Downing July 2010 - June 2013
Cushman & Wakefield Sonnenblick-Goldman August 2007 - February 2009
WSP Environmental Strategies, LLC February 2005 - June 2007
Golden Gate Brokerage February 2004 - February 2005
Self Employed Consultant April 1999 - February 2004
Golden Gate Brokerage November 1997 - April 1999
Wells Fargo November 1995 - November 1997
Skills
Financial Modeling, Private Equity, Venture Capital, Alternative Investments, Strategic Planning
Education
San Francisco State University 1992 — 1996
Political Science and Government
CSU Sacramento 1990 — 1992
Political Science and Government
Abbot Downing
Skills
Investment Management, Portfolio Management, Financial Analysis, Asset Management, Alternative Investments, Asset Allocation, Wealth Management
Education
University of Colorado Boulder 1986 — 1990
Bachelor’s Degree, English
Abbot Downing September 2010 - Present
Education
Wake Forest University - Babcock Graduate School of Management 2004 — 2006
Master of Business Administration (MBA), Finance
Concordia University 1995 — 2000
Bachelor of Commerce (BCom), Finance
Marianopolis College 1993 — 1995