Abbot Downing, A Wells Fargo Business

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Abbot Downing, A Wells Fargo Business Employees

Employee
Years
Job
Industry
Bill Bard Bill Bard Saint Paul, Minnesota Details
Bill Bard's Abbot Downing, A Wells Fargo Business Experience March 2009 - Present
Job Managing Director at Abbot Downing, A Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing, A Wells Fargo Business   March 2009 - Present
Wells Fargo Family Wealth  January 2005 - March 2009
Wells Fargo The Private Bank  November 1999 - December 2004
Norwest Bank Private Client Services   April 1996 - November 1999
Norwest Bank  November 1992 - April 1996
Cooper & Lybrand  January 1990 - November 1992

Skills
Strengthfinders..., Leadership, Sales, Asset Management, Wealth Management, Investments, Financial Services, Portfolio Management, Financial Planning, Private Banking, Mutual Funds, Alternative Investments, Financial Analysis, Management, Banking, Asset Allocation, Finance

Education
William Mitchell College of Law   1986 — 1989
Juris Doctor, Cum Laude, Law

Marquette University   1978 — 1982
Bachelor's degree, Philosohy

Amy Jucoski Amy Jucoski Greensboro/Winston-Salem, North Carolina Area Details
Amy Jucoski's Abbot Downing, A Wells Fargo Business Experience August 2012 - April 2013
Job Director, National Planning Manager at Abbot Downing
Industry Financial Services
Experience
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

Patrick Boldischar Patrick Boldischar Minneapolis, Minnesota Details
Patrick Boldischar's Abbot Downing, A Wells Fargo Business Experience July 2009 - Present
Job Director Banking at Abbot Downing
Industry Investment Management
Experience
Abbot Downing, a Wells Fargo Business   July 2009 - Present
U.S. Trust   2003 - 2009

Skills
Private Banking, Wealth Management, Family Office, Investments, Sales Management, Banking, Investment Management, Trusts

Education
University of Minnesota - Carlson School of Management
Master of Business Taxation

University of St. Thomas
BS, Finance

Callie Guthrie Brooks, CTFA Callie Guthrie Brooks, CTFA Palm Beach, Florida Details
Callie Guthrie Brooks, CTFA's Abbot Downing, A Wells Fargo Business Experience August 2015 - Present
Job Service Operations Manager, Client Services at Abbot Downing, A Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing, A Wells Fargo Business   August 2015 - Present
Abbot Downing, A Wells Fargo Business   October 2014 - July 2015
Wells Fargo  June 2012 - October 2014
Applebee's  November 2007 - March 2014
US Trust  June 2011 - August 2011
US Trust  June 2010 - August 2010
First Citizens Bank  May 2009 - August 2009

Skills
Trust Management, Finance, Investments, Financial Planning, Retirement Planning, Wealth Management

Education
Campbell University   2007 — 2012
MBA & BBA, Trust and Wealth Management

ABA Fiduciary Graduate Program

Michael Smolarski Michael Smolarski Greater Philadelphia Area Details
Michael Smolarski's Abbot Downing, A Wells Fargo Business Experience August 1993 - Present
Job Senior Vice President at Abbot Downing A Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing - A Wells Fargo Business  August 1993 - Present
PNC Bank  March 1996 - March 1999
First Union  August 1993 - March 1996

Skills
Banking, Wealth Management, Investments, Derivatives, Commercial Banking, Wealth Management..., Loans, Investment Advisory, Asset Allocation, Series 7, Mortgage Lending, Finance, Securities, Mutual Funds, Portfolio Management, Asset Management, Credit, Financial Services

Education
Saint Joseph's University   2013 — 2015
Master's Degree, Organizational Leadership

Saint Joseph's University - Erivan K. Haub School of Business   2005 — 2009
Master of Science (MS), Financial Services

University of Pennsylvania   1989 — 1993
BA, International Relations

Mark Knutson Mark Knutson Greater Minneapolis-St. Paul Area Details
Mark Knutson's Abbot Downing, A Wells Fargo Business Experience April 2012 - Present
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing, a Wells Fargo business   April 2012 - Present
Wells Fargo  July 2005 - April 2012
US Trust  August 2001 - June 2005
US Bank NA  1984 - 2001

Skills
Wealth management, Private Banking, Sales management, Family office services, Wealth Management, Investments, Family Office, Portfolio Management, Asset Allocation, Estate Planning, Alternative Investments, Financial Services, Wealth, Banking, Investment Management

Education
Texas Christian University - M.J. Neeley School of Business   1977 — 1980
BA, Finance

Mary Lubold Mary Lubold Minneapolis, Minnesota Details
Mary Lubold's Abbot Downing, A Wells Fargo Business Experience January 2014 - Present
Job Senior Associate, Client Services at Abbot Downing
Industry Financial Services
Experience
Abbot Downing, A Wells Fargo Business   January 2014 - Present
Abbot Downing, A Wells Fargo Business   March 2007 - January 2014
Wells Fargo Phone Bank  July 2005 - March 2007
Wells Fargo Phone Bank  April 2003 - July 2005

Education
University of Minnesota-Twin Cities   1998 — 2002
Bachelor of Science (B.S.) in Family Social Science

Marcia Urban Marcia Urban Minneapolis, Minnesota Details
Marcia Urban's Abbot Downing, A Wells Fargo Business Experience January 2002 - Present
Job Director Fiduciary Services Wells Fargo Family Wealth
Industry Financial Services
Experience
Abbot Downing - A Wells Fargo Business  January 2002 - Present
KPMG  January 1994 - December 2001
Coopers & Lybrand Consulting  January 1993 - December 1993
Loeb Partners  August 1988 - October 1991

Education
The University of New Mexico
B.A., Secondary Education

Temple University - James E. Beasley School of Law
LL.M., Taxation

Hamline University School of Law
J.D., Law

Stephens College
B.A., Mathematics & Dance

Robert Maund Robert Maund Charlotte, North Carolina Area Details
Robert Maund's Abbot Downing, A Wells Fargo Business Experience January 2011 - Present
Job Senior Director, Eastern U.S. Markets Abbot Downing (a Wells Fargo business)
Industry Investment Management
Experience
Abbot Downing, a Wells Fargo business   January 2011 - Present
Wells Fargo Private Bank  January 2009 - January 2011
Wachovia, A Wells Fargo Company  December 2004 - January 2009
PNC  June 2000 - November 2004
First Union National Bank  September 1987 - June 2000

Skills
Wealth Management, Portfolio Management, Series 7, Investments, Credit, Banking, Loans, Asset Allocation, Asset Managment, Commercial Lending, Commercial Banking, Strategic Financial..., Credit Analysis, Corporate Finance, Underwriting, Investment Advisory, Investment Banking, Equities, Retirement Planning, Capital Markets

Education
Auburn University   1983 — 1987
Bachelor’s Degree, Business Administration

Westside High School, Augusta, GA   1980 — 1983

John Magevney John Magevney Jacksonville, Florida Area Details
John Magevney's Abbot Downing, A Wells Fargo Business Experience 2010 - Present
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing, A Wells Fargo Business   2010 - Present
Wells Fargo Private Bank  2008 - 2010
Wachovia Wealth Management  2000 - 2008
First Union Private Capital Management Group   1998 - 2000

Skills
Certified Financial..., Wealth Management...

Education
University of Florida   1996 — 1998
MBA, Finance

Sewanee-The University of the South   1989 — 1993
BA, American Studies

Tara Rajdl Tara Rajdl Minneapolis, Minnesota Details
Tara Rajdl's Abbot Downing, A Wells Fargo Business Experience August 2012 - February 2015
Job Marketing Coordinator at RBC Global Asset Management
Industry Banking
Experience
RBC Global Asset Management (U.S.) Inc.   March 2015 - Present
Abbot Downing, A Wells Fargo Business   August 2012 - February 2015
Maaco Collision Repair  March 2006 - August 2012
TiffanyAnn's Designs   May 2011 - May 2012

Skills
Time Management, Team Building, Customer Service, Achiever, Discipline, Brand Consistency, Communication, Marketing, Copy Editing, Proofreading, Presentation Design, PowerPoint, Microsoft Excel, SharePoint, Meeting Planning, Coordinating Events, Market Research, Market Analysis, Google Analytics, Newsletters

Education
Augsburg College   2008 — 2012
Marketing, International Business

Andover High School   2003 — 2007

Catherine Schnaubelt Catherine Schnaubelt Houston, Texas Details
Catherine Schnaubelt's Abbot Downing, A Wells Fargo Business Experience January 2012 - Present
Job Director at Abbot Downing a Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing a Wells Fargo Business  January 2012 - Present
Wells Fargo  October 2007 - December 2011
Strasburger & Price, LLP   July 2004 - September 2007
Avatar Associates LLC   August 2001 - July 2004
Woodard, Hall & Primm PC   April 1989 - July 2004
Axel Johnson E&P Corp   March 1983 - December 1988

Education
South Texas College of Law   1986 — 1998
Doctor of Law (JD)

Texas A&M University
Bachelor of Business Administration (BBA), Accounting

Jack Ginter Jack Ginter Greater Philadelphia Area Details
Jack Ginter's Abbot Downing, A Wells Fargo Business Experience 2011 - Present
Job Senior Managing Director and Executive Vice President at Abbot Downing, A Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing, A Wells Fargo Business   2011 - Present
Wells Fargo Family Wealth  2009 - 2011
Calibre  2008 - 2009
U.S. Trust   2006 - 2008

Skills
Management, Investments, Wealth Management, Credit, Portfolio Management, Mutual Funds

Education
Saint Joseph's University   1989 — 1993
Bachelor of Science (BS), Finance and Financial Management Services