Abbot Downing, A Wells Fargo Business
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Abbot Downing, A Wells Fargo Business Employees
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
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
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
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
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
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
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
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
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
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
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
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
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