First Clearing , Affiliate of Wells Fargo
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First Clearing , Affiliate of Wells Fargo Employees
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
First Clearing , Affiliate of Wells Fargo December 1997 - Present
Education
Towson University
First Clearing , Affiliate of Wells Fargo 2003 - Present
Prudential Financial, Wexford Clearing 1984 - 2003
Education
Stony Brook University
Economics & Business
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
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
First Clearing , Affiliate of Wells Fargo November 2013 - Present
Education
McKendree College 1979 — 1983
BA, Business Administration and Management, General
Belleville West 1975 — 1979
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
First Clearing , Affiliate of Wells Fargo 2009 - 2011
Skills
Banking
Education
University of Missouri-Columbia
Bachelor's degree, Psychology & Family Studies