First Clearing , Affiliate of Wells Fargo

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First Clearing , Affiliate of Wells Fargo Employees

Employee
Years
Job
Industry
Amy Randall Amy Randall Greater St. Louis Area Details
Amy Randall's First Clearing , Affiliate of Wells Fargo Experience November 2012 - Present
Job Operations Business Relationship Manager at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   November 2012 - Present
Wells Fargo Advisors, LLC  January 2009 - October 2012
A.G. Edwards & Sons, Inc.   March 2007 - December 2008
A.G. Edwards & Sons, Inc.   October 1999 - February 2007
A.G. Edwards & Sons, Inc.   August 1996 - October 1999

Skills
Process Improvement, Management, Business Analysis, Leadership, Human Resources, Business Strategy, CRM, Microsoft Excel, Analysis, SharePoint, Financial Reporting, Risk Management, Finance, Financial Planning, Financial Analysis, Banking, Financial Services, Investments

Education
Southern Illinois University, Edwardsville   1998 — 2000
Bachelor of Science (B.S.), Accounting

Towanda Kim Dunning Towanda Kim Dunning Richmond, Virginia Details
Towanda Kim Dunning's First Clearing , Affiliate of Wells Fargo Experience December 1997 - Present
Job Team Lead IRA at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   December 1997 - Present

Education
Towson University

Michael Belkin Michael Belkin Greater New York City Area Details
Michael Belkin's First Clearing , Affiliate of Wells Fargo Experience 2003 - Present
Job Senior Vice President at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   2003 - Present
Prudential Financial, Wexford Clearing   1984 - 2003

Education
Stony Brook University
Economics & Business

Patricia Warren Patricia Warren Richmond, Virginia Area Details
Patricia Warren's First Clearing , Affiliate of Wells Fargo Experience February 2009 - December 2013
Job
Industry Information Technology and Services
Experience
Wells Fargo, BOTS team   February 2014 - Present
First Clearing , Affiliate of Wells Fargo   February 2009 - December 2013
APC Consultants   October 2007 - February 2009
Capital One Quebec   January 2006 - September 2007
Capital One  2006 - 2006
CapTech Ventures  2005 - 2006
Cadmus  2002 - 2005
Edutest/Lightspan   1998 - 2001

Skills
Project Management, Vendor Management, Process Improvement, Change Management, Analysis, PMO, Business Analysis, Policy, Financial Services, SDLC, Budgets, Marketing, Onboarding, PMP, Series 7, Visio, Agile Methodologies, Stakeholder Management, Business Process..., Software Implementation..., Financial Software..., Business Systems..., Data Analysis, Data Management, Program Management

Education
University of Richmond   2012 — 2014
Bachelor of Liberal Arts, Interdisciplinary Studies

Elizabeth Clay Surles Elizabeth Clay Surles Conshohocken, Pennsylvania Details
Elizabeth Clay Surles's First Clearing , Affiliate of Wells Fargo Experience March 2000 - July 2004
Job Marketing Copywriter at Resource Real Estate
Industry Financial Services
Experience
Resource Real Estate  June 2015 - Present
Pershing LLC  July 2010 - June 2015
Pershing LLC  December 2008 - July 2010
Pershing Managed Account Solutions  June 2006 - November 2008
Glenmede  September 2005 - June 2006
NF Clearing   January 2005 - September 2005
First Clearing , Affiliate of Wells Fargo   March 2000 - July 2004

Skills
Project Management, Social Media, Editing, Marketing Communications

Education
University of Richmond   1996 — 2000

Steve Hausmann Steve Hausmann Waterloo, Illinois Details
Steve Hausmann's First Clearing , Affiliate of Wells Fargo Experience November 2013 - Present
Job Client Integration Manager, First Clearing
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   November 2013 - Present

Education
McKendree College   1979 — 1983
BA, Business Administration and Management, General

Belleville West   1975 — 1979

Tammy Hargrove Tammy Hargrove Richmond, Virginia Area Details
Tammy Hargrove's First Clearing , Affiliate of Wells Fargo Experience November 2011 - Present
Job Tax/Cost Basis Analyst at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   November 2011 - Present
SunTrust Mo   February 2010 - July 2011
Ame Cosmetics   July 2009 - January 2011
Wachovia Securities  May 2006 - March 2009
Wachovia Securities, LLC  January 2005 - March 2006
Bostwick Laboratories  May 2003 - May 2004
SunTrust Bank  September 2002 - May 2004

Skills
Banking, Fixed Income, Securities, Investment Banking, Trading, Credit, Access, Equities, Asset Managment, Financial Analysis, Portfolio Management, Financial Services, Risk Management, Settlement, Data Entry, Investments, Capital Markets, Customer Service, Management, Asset Management, Series 7, Finance, Financial Risk, Analysis, Bonds, Cash Management

Education
George Mason University   1997 — 2000
BA

Greg Padgitt Greg Padgitt Charlotte, North Carolina Details
Greg Padgitt's First Clearing , Affiliate of Wells Fargo Experience March 2011 - September 2012
Job Practice Management Consultant Advisory Consulting Services at LPL Financial
Industry Financial Services
Experience
LPL Financial  July 2014 - Present
LPL Financial  December 2012 - June 2014
Independent Recruiting Consultant  October 2012 - December 2012
First Clearing , Affiliate of Wells Fargo   March 2011 - September 2012
AvidXchange, Inc.   April 2010 - February 2011
PSI Group  October 2009 - April 2010
Diversant  2009 - September 2009
TIAA-CREF  August 2007 - October 2008
AXA Advisors, LLC  December 2001 - August 2007
Aerotek  1996 - 2001

Skills
Wealth Management, Financial Advisory, Series 7, Financial Planning, Investment Advisory, Wealth Management..., Strategic Financial..., Financial Services, Practice Management, Securities, Business Development, Account Management, Mutual Funds, Investments, New Business Development, Sales Process, Sales, Consulting, Strategy, Finance, Talent Acquisition, Program Management, Talent Management, Recruiting, CRM

Education
Queens University of Charlotte   2015 — 2016
Certified Financial Planner candidate, CFP

University of Michigan   1985 — 1989
BA, Economics

Lapeer East High

Erin Fuselier Erin Fuselier Greater St. Louis Area Details
Erin Fuselier's First Clearing , Affiliate of Wells Fargo Experience September 2012 - Present
Job Manager, Risk Management and Compliance Products and Services at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   September 2012 - Present
Wells Fargo Advisors  2009 - Present
Wachovia Securities  April 2004 - Present
Circuit City  September 2001 - April 2004

Education
University of Richmond   2005 — 2008
MBA, Finance

James Madison University   1995 — 1999
BS, Visual Communications

Bond University   1997 — 1997
Semester Abroad, Marketing, Communications & Advertising

Dan DeBiase Dan DeBiase Greater New York City Area Details
Dan DeBiase's First Clearing , Affiliate of Wells Fargo Experience March 2011 - January 2012
Job Talent Acquisition at Edward Jones
Industry Financial Services
Experience
Edward Jones  January 2012 - Present
First Clearing , Affiliate of Wells Fargo   March 2011 - January 2012
Korn/Ferry Futurestep  October 2010 - January 2011
Korn Ferry/Futurestep   October 2010 - January 2011
Private Wealth Management Talent Solutions   May 2009 - October 2010
UBS Financial Services Inc  May 2006 - April 2009
UBS Financial Services, Inc  May 2006 - April 2009
Montauk Financial Group  October 2001 - April 2006
Montauk Financial Group  August 2001 - March 2006
Quick & Reilly  March 2000 - June 2001

Skills
Executive Search, Recruiting, Talent Acquisition, Applicant Tracking..., Talent Management, College Recruiting, Succession Planning, Leadership, Cold Calling, Interviews, Onboarding, Sourcing, Internet Recruiting, Training, Temporary Placement

Education
City University of New York-Brooklyn College   1971 — 1974
Business Administration

Brooklyn College

Hooman Hadavand Hooman Hadavand San Diego, California Details
Hooman Hadavand's First Clearing , Affiliate of Wells Fargo Experience June 2001 - March 2004
Job Senior Agent
Industry Insurance
Experience
HealthMarkets  January 2013 - Present
Jensen Localization   August 2009 - February 2012
Wells Fargo  September 2008 - March 2009
Wells Fargo  September 2007 - September 2008
Mason Dixon Funding  July 2006 - September 2007
Wells Fargo  March 2004 - July 2006
First Clearing , Affiliate of Wells Fargo   June 2001 - March 2004

Skills
Translation, Trading, Localization, Research, Investments, Product Development, Social Media, Financial Analysis, Equities, Mergers, Asset Managment, Project Management, Business Development, Entrepreneurship, Sales, Mergers & Acquisitions, Health Insurance, Healthcare, Back Office, Middle Office, Affordable Care Act, Real Estate Economics, Real Estate Financing, Investment Portfolio, Bloomberg, Bank of New York, DTC, Options Clearing..., Asset Management, Analysis

Education
Virginia Commonwealth University   2000 — 2001

Shepherd University   1999 — 2000

Virginia Commonwealth University   1998 — 1999

Mike Nahorski Mike Nahorski Chesterfield, Missouri Details
Mike Nahorski's First Clearing , Affiliate of Wells Fargo Experience February 2012 - Present
Job Security Operations Contractor at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   February 2012 - Present
First Clearing , Affiliate of Wells Fargo   October 2011 - February 2012
Smith, Moore & Company   May 2010 - August 2010

Skills
Experienced with Excel,...

Education
University of Missouri-Columbia   2007 — 2011
BS, Finance and Banking

Atul Kamra Atul Kamra Saint Louis, Missouri Details
Atul Kamra's First Clearing , Affiliate of Wells Fargo Experience July 2004 - May 2012
Job Managing Partner at SixThirty
Industry Financial Services
Experience
SixThirty Financial Technology Accelerator   April 2015 - Present
Wells Fargo Advisors  June 2012 - Present
First Clearing , Affiliate of Wells Fargo   July 2004 - May 2012
Booz & Company  August 1994 - June 2004

Skills
Risk Management, Securities, Strategic Planning, Financial Services, Investments, Business Strategy, Portfolio Management, Strategy, Finance

Education
Duke Fuqua School of Business   1992 — 1994
Master of Business Administration (M.B.A.), Corporate Finance & Marketing

Bombay University   1984 — 1989
Master of Commerce

The Institute of Chartered Accountants of India   1984 — 1988
Chartered Accountant (ACA)

Jason Lofling Jason Lofling Greater St. Louis Area Details
Jason Lofling's First Clearing , Affiliate of Wells Fargo Experience 2010 - 2014
Job Global Director Financial Planning &Analysis and Corporate Development at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company  2014 - Present
First Clearing , Affiliate of Wells Fargo   2010 - 2014
Wells Fargo Advisors  2007 - 2010
Wells Fargo Advisors  2006 - 2007
JP Morgan Chase  2002 - 2006

Skills
Finance, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Financial Reporting, Corporate Finance, Investments, Valuation, Internal Controls, Accounting, Managerial Finance, Cash Management, Forecasting, Mergers & Acquisitions

Education
The College of William and Mary - The Mason School of Business   2000 — 2002
MBA, Finance

Virginia Commonwealth University   1995 — 1999
Bachelor's Degree

Patrick Baumann Patrick Baumann Greater St. Louis Area Details
Patrick Baumann's First Clearing , Affiliate of Wells Fargo Experience April 2013 - March 2014
Job Regional Business Director for the Southwest
Industry Financial Services
Experience
Wells Fargo Advisors  March 2014 - Present
First Clearing , Affiliate of Wells Fargo   April 2013 - March 2014
Wells Fargo Advisors  January 2008 - April 2013
Wells Fargo Advisors  March 2006 - January 2008
AIG  January 2004 - March 2006

Skills
Banking, Credit, Loans, Mortgage Lending, Portfolio Management, Investments, Credit Analysis, Financial Analysis, Sales, Financial Services, Risk Management, Customer Service

Education
Denison University   2001 — 2005
Bachelors of Science, Economics

Sewickley Academy   1998 — 2001

Joseph Palazzola Joseph Palazzola Greater St. Louis Area Details
Joseph Palazzola's First Clearing , Affiliate of Wells Fargo Experience June 2008 - December 2012
Job Financial Services Marketing Professional
Industry Financial Services
Experience
Wells Fargo Advisors  December 2012 - June 2014
First Clearing , Affiliate of Wells Fargo   June 2008 - December 2012
A.G. Edwards   January 2000 - May 2008
A.G. Edwards   January 1995 - December 1999

Skills
Equities, Investments, Marketing Strategy, Marketing, Sales, Series 7, Wealth Management, Mutual Funds, Series 63, Securities, Retirement Planning, Portfolio Management, 401k, Series 24, Financial Services, Risk Management, Asset Management

Education
University of Missouri-Saint Louis   1983 — 1985
Bachelor of Science in Business Administration, Accounting

Lorraine Mosley Lorraine Mosley San Diego, California Details
Lorraine Mosley's First Clearing , Affiliate of Wells Fargo Experience April 2000 - April 2008
Job Financial Services Professional
Industry Banking
Experience
Caliber Home Loans  May 2015 - Present
American Income Life Insurance Company  January 2014 - May 2015
SunTrust Mortgage  November 2011 - October 2013
SunTrust Mortgage  January 2011 - November 2011
SunTrust Mortgage  April 2008 - January 2011
First Clearing , Affiliate of Wells Fargo   April 2000 - April 2008
State of California - 22nd District Agricultural Association   April 1998 - January 2000
Dean Witter  April 1994 - March 1998

Skills
Credit, Mortgage Lending, Loans, Mortgage Banking, Banking, Loan Origination, Risk Management, Credit Risk, Commercial Lending, Small Business Lending, Call Center, Customer Service, Business Analysis, Call Centers, Loss Mitigation, Portfolio Management, Securities, Team Building, Vendor Management, Consumer Lending, Financial Services, Residential Mortgages, Loan Servicing, Mortgage Servicing, Retail Banking, Credit Analysis, Refinance, Branch Management, FHA, Underwriting, Commercial Banking, Operational Risk..., Financial Risk, Finance, Credit Cards

Education
University of Phoenix   2010 — 2013
Bachelor's degree, Business Administration, Management and Operations

University of Phoenix   2008 — 2010
Associate's degree, Financial Services

Jason Borgert Jason Borgert Richmond, Virginia Area Details
Jason Borgert's First Clearing , Affiliate of Wells Fargo Experience July 1999 - May 2008
Job Manager Strategy Deployment at Capital One
Industry Financial Services
Experience
Capital One  June 2014 - Present
Capital One  August 2013 - June 2014
Capital One  January 2012 - August 2013
Clearview Correspondent Services   July 2009 - January 2012
CarMax  June 2008 - May 2009
First Clearing , Affiliate of Wells Fargo   July 1999 - May 2008

Education
Randolph-Macon College   1995 — 1999
BA, Business Economics

Tamra Burke Tamra Burke Richmond, Virginia Area Details
Tamra Burke's First Clearing , Affiliate of Wells Fargo Experience February 2000 - January 2006
Job Relationship Manager | Business Development | Client Loyalty | Project Management
Industry Financial Services
Experience
Wells Fargo Advisors  October 2006 - October 2012
Wells Fargo Advisors  January 2006 - October 2006
First Clearing , Affiliate of Wells Fargo   February 2000 - January 2006
Wells Fargo Advisors  January 1993 - February 2000

Education
Virginia Commonwealth University
Business Administration and Management, General

University of Richmond
Project Management

University of Richmond
Adult Training Certification

J. Sargeant Reynolds Community College
Business Administration and Management, General

Julia Ijames Julia Ijames Greater St. Louis Area Details
Julia Ijames's First Clearing , Affiliate of Wells Fargo Experience 1987 - Present
Job Vice President, Operations, Securities Processing
Industry Financial Services
Experience
Wells Fargo Advisors/Wachovia Securities   January 2008 - Present
First Clearing , Affiliate of Wells Fargo   1987 - Present
A.G. Edwards & Sons, Inc   January 1987 - January 2008
A.G. Edwards & Sons, Inc.   January 1994 - January 1995
A.G. Edwards & Sons, Inc.   January 1987 - January 1994

Education
Jefferson College

Becky Reynaud Becky Reynaud Richmond, Virginia Area Details
Becky Reynaud's First Clearing , Affiliate of Wells Fargo Experience April 1998 - Present
Job Client Integration Account Manager at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   April 1998 - Present

Skills
Investments, Loans, Securities, Risk Management, Series 7

Education
Oklahoma State University   1988 — 1991
B.S., Political Science and Government

Metro Christian Academy   1984 — 1987
Political Science and Government

Karen Early Karen Early Greater St. Louis Area Details
Karen Early's First Clearing , Affiliate of Wells Fargo Experience April 2012 - Present
Job Operations Analyst 3 at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   April 2012 - Present
First Clearing , Affiliate of Wells Fargo   November 1992 - April 2012

Skills
DTC, Loans, Risk Management, Customer Service, Outlook, Microsoft Excel, Account Reconciliation, Microsoft Word

Education
Lindenwood University   2007 — 2011
Bachelors, Business Administration

Colstrip High School   1984 — 1988
High School Diploma

William Kirkbride William Kirkbride Richmond, Virginia Details
William Kirkbride's First Clearing , Affiliate of Wells Fargo Experience November 2009 - Present
Job Operations Specialist at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   November 2009 - Present
First Clearing , Affiliate of Wells Fargo   July 2007 - April 2009

Skills
Customer Service, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Sales

Education
Virginia Commonwealth University   2007 — 2007
Marketing

John Tyler Community College   2006 — 2007

West Virginia University   2004 — 2006

Denise Field Denise Field Richmond, Virginia Details
Denise Field's First Clearing , Affiliate of Wells Fargo Experience September 2008 - Present
Job Tax Service Specialist at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   September 2008 - Present
First Union / Wachovia Bank   August 1996 - September 2008

Skills
Mutual Funds, Risk Management, Securities, Investments, Account Reconciliation, Financial Analysis, Equities, Banking, Financial Services, Accounting, Credit, General Ledger

Education
State University of New York College at Oswego   1968 — 1971
3 yrs, Spanish Language and Literature

Kara Dempsey Kara Dempsey Wentzville, Missouri Details
Kara Dempsey's First Clearing , Affiliate of Wells Fargo Experience 2009 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
First Clearing , Affiliate of Wells Fargo   2009 - 2011

Skills
Banking

Education
University of Missouri-Columbia
Bachelor's degree, Psychology & Family Studies