Wells Fargo Advantage Funds

Industry: Company

Description

Headquarters: San Francisco, CA Parent organizations: Wells Fargo, Wells Capital Management Incorporated Subsidiaries: Wells Fargo Asset Management Luxembourg S.A.,

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Wells Fargo Advantage Funds Employees

Employee
Years
Job
Industry
Drew Zimmerman Drew Zimmerman Greater Minneapolis-St. Paul Area Details
Drew Zimmerman's Wells Fargo Advantage Funds Experience 2004 - August 2005
Job AVP, Compliance at Nuveen Investments
Industry Insurance
Experience
Nuveen Investments  December 2013 - Present
UnitedHealth Group  August 2013 - December 2013
Artisan Partners  January 2012 - August 2013
Artisan Partners  July 2010 - December 2011
Artisan Partners  August 2005 - July 2010
Wells Fargo Advantage Funds   2004 - August 2005

Skills
Mutual Funds, Securities, Asset Management, Finance, Equities, Microsoft Excel, Investment Management, Bloomberg, Compliance, Valuation, Investment Advisor..., Internal Audit, Charles River IMS, Outlook, Series 63, Investment Compliance, Operations Audit, Process Flow..., UCITS, 144A, Series 7

Education
Marquette University
MBA, Finance

University of Wisconsin-Milwaukee - Lubar School of Business
Bachelor of Business Administration, Finance

Peter Kapler, CLTC Peter Kapler, CLTC West Bend, Wisconsin Details
Peter Kapler, CLTC's Wells Fargo Advantage Funds Experience April 2010 - August 2014
Job Financial Associate with Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  August 2014 - Present
Wisconsin Lutheran College  March 2013 - Present
Wells Fargo Advantage Funds   April 2010 - August 2014
Wells Fargo Advantage Funds   June 2008 - April 2010
Associated Bank  June 2007 - May 2008
Wisconsin Lutheran College  May 2007 - May 2008

Skills
Customer Service, Customer Satisfaction, Employee Engagement, Personal Finance, Management, Diversity & Inclusion

Education
Marquette University   2009 — 2013
Master of Business Administration, 3.93

Wisconsin Lutheran College   2005 — 2008
Bachelor's Degree, Economics

Gunnar Stapp Gunnar Stapp Greater Milwaukee Area Details
Gunnar Stapp's Wells Fargo Advantage Funds Experience 2006 - 2008
Job PGA Assistant
Industry Sports
Experience
North Shore Country Club  July 2008 - Present
Ward's House of Prime   2009 - 2013
Wells Fargo Advantage Funds   2006 - 2008
Marine Bank  2004 - 2006
Black Bear Golf Course   May 1998 - September 2003

Skills
Individual Golf Lessons, Group Golf Lessons, U.S. Kids Certified..., Event Planning, Event Management, Customer Service, PGA, Microsoft Office, Sales, Social Media Marketing, Social Media, Golf Instruction, Public Speaking, Golf Course Management, Golf Courses, Facebook, Microsoft Excel, Marketing Communications, Marketing, Food & Beverage, Social Networking

Education
Carleton College   2000 — 2004
B.A., Comparative Religious Studies

Northwood School - Minong, WI   1997 — 2000

Matt Frankovis Matt Frankovis Greater Milwaukee Area Details
Matt Frankovis's Wells Fargo Advantage Funds Experience October 2008 - February 2010
Job Institutional RFP Specialist at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management  February 2010 - Present
Wells Fargo Advantage Funds   October 2008 - February 2010
Walgreens  December 2004 - July 2008

Skills
Investments, Portfolio Management, Asset Allocation, Fixed Income, Asset Management, Mutual Funds, Equities, Securities, Series 7, Financial Analysis, Series 63, Trading, Valuation, Alternative Investments

Education
Marquette University   1999 — 2003
Bachelor of Science (BS), Finance, Economics

Prairie School

Jay Cunningham, CMFC Jay Cunningham, CMFC Menomonee Falls, Wisconsin Details
Jay Cunningham, CMFC's Wells Fargo Advantage Funds Experience May 2013 - January 2015
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial)   January 2015 - Present
Wells Fargo Advantage Funds   May 2013 - January 2015
Merrill Lynch  May 2012 - May 2013
DGSE Companies, Inc.   December 2011 - June 2012
Elite & Pinnacle Security   May 2009 - November 2011

Skills
Leadership, Work Ethic, Market Research, Sales, Sales Management, Customer Service, Analysis, Training, Teamwork, Entrepreneurship, Problem Solving, Sales Process, Time Management

Education
Texas A&M University   2007 — 2010
Bachelors of Science, Economics

Katherine Rodenkirk Katherine Rodenkirk New York, New York Details
Katherine Rodenkirk's Wells Fargo Advantage Funds Experience October 2013 - August 2015
Job Student at Parsons School of Design
Industry Apparel & Fashion
Experience
Wells Fargo Advantage Funds   October 2013 - August 2015
Wells Fargo Advantage Funds   February 2013 - October 2013
Wells Fargo Advantage Funds   June 2011 - February 2013
Baker Tilly Virchow Krause, LLP  June 2010 - August 2010
Chippewa Hotel  May 2009 - August 2009
Quad Graphics  June 2008 - August 2008
Mills Fleet Farm  May 2006 - March 2007

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Access, Time Management, Customer Service, Microsoft Office, Marketing, Event Planning, Social Media, Advertising, Facebook, Sales, Management

Education
University of Wisconsin-Oshkosh   2007 — 2011
Bachelor, Marketing; Spanish;

Universidad del Pacífico (PE)   2011 — 2011

Spanish-American Institute   2010 — 2010
Bachelor, Business

Parsons School of Design   2015 — 2016
Associate of Science (A.S.), Fashion Design

Jay Steinkamp Jay Steinkamp Dallas/Fort Worth Area Details
Jay Steinkamp's Wells Fargo Advantage Funds Experience October 2014 - Present
Job Regional Director at Wells Fargo Asset Management
Industry Financial Services
Experience
Wells Fargo Advantage Funds   October 2014 - Present

Skills
Mutual funds, Closed end funds, Alternative Investments, Separately Managed..., Investment Advisory, Unit Trusts, Practice Management, Mutual Funds, Closed-end Funds

Education
University of Kansas   1998 — 2002
B.A, Economics

Universidad de Belgrano   2001 — 2001
Bachelor of Arts (B.A.), Development Economics and International Development

Kristen Crowley Kristen Crowley Sharon, Massachusetts Details
Kristen Crowley's Wells Fargo Advantage Funds Experience December 2013 - Present
Job Trading Operations Specialist at Wells Capital Management
Industry Banking
Experience
Wells Fargo Asset Management  March 2015 - Present
Wells Fargo Advantage Funds   December 2013 - Present
Wells Fargo Funds Management Group  February 2013 - Present
Malloy, Lynch, Bienvenue, LLP   September 2012 - December 2012
Sharon Credit Union  July 2011 - September 2012

Skills
Accounting, QuickBooks, Budgets, Banking, Credit, Financial Reporting, Financial Analysis, Microsoft Excel, Customer Service, Time Management, Microsoft Word

Education
Boston University   2014 — 2016
Master of Science (M.S.), Banking and Financial Support Services

Bridgewater State University   2008 — 2013
Bachelor of Science, Accounting

Matthew Straut, CIMA® Matthew Straut, CIMA® Greater Boston Area Details
Matthew Straut, CIMA®'s Wells Fargo Advantage Funds Experience February 2008 - January 2014
Job SVP, Head of RIA Channel at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  October 2014 - Present
Wells Fargo Asset Management  January 2014 - October 2014
Wells Fargo Advantage Funds   February 2008 - January 2014
Managers Investment Group  February 2000 - August 2007
Scudder Investments  February 1996 - May 2000

Education
Providence College   1990 — 1994
BS, Marketing

Rett LeMoult Rett LeMoult Orange County, California Area Details
Rett LeMoult's Wells Fargo Advantage Funds Experience January 2003 - January 2009
Job CEO, Formulas For Success
Industry Writing and Editing
Experience
Formulas for Success   January 2009 - Present
formulas for success   January 2009 - Present
Wells Fargo Advantage Funds   January 2003 - January 2009
Shearson Lehman Brothers  January 1968 - January 2003
American Export Lines  June 1964 - December 1967

Skills
Helping people be more..., Training High School..., I wrote a book on how..., Customer Service, Training, Management, Marketing, Leadership, Team Building, Strategic Planning, Social Media, Negotiation

Education
State University of New York Maritime College   1960 — 1964
Bachelor's Degree, Marine Science/Merchant Marine Officer

Douglas Basile Douglas Basile Greater Milwaukee Area Details
Douglas Basile's Wells Fargo Advantage Funds Experience April 2011 - June 2012
Job Portfolio Specialist at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  June 2012 - Present
Wells Fargo Advantage Funds   April 2011 - June 2012
thinkorswim  May 2009 - April 2011
Timber Hill LLC  June 2000 - May 2009
ADM Investor Services  January 1996 - May 1999

Skills
Series 7, Options, Trading, Investments, Series 3, Series 63, Securities, Equities, Asset Management, Asset Allocation, Bloomberg, Commodity, Derivatives, ETFs, Electronic Trading, FINRA, Fixed Income, Financial Markets, Financial Services, Proprietary Trading, Trading Systems

Education
Indiana University - Kelley School of Business   2014 — 2016
Master of Science in Finance

Elmhurst College   2007 — 2009
Master of Business Administration (M.B.A.)

West Virginia Wesleyan College   1990 — 1994
Bachelor's Degree, History and English

Indiana University Bloomington

Ed (Eddie) Sturkey Ed (Eddie) Sturkey Milwaukee, Wisconsin Details
Ed (Eddie) Sturkey's Wells Fargo Advantage Funds Experience March 2008 - October 2009
Job Portfolio Management Operations Supervisor, VP at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co.   May 2015 - Present
Robert W. Baird & Co.   January 2015 - May 2015
Robert W. Baird & Co.   January 2013 - December 2014
Robert W. Baird & Co.   January 2011 - December 2012
Robert W. Baird  November 2009 - December 2010
Wells Fargo Advantage Funds   March 2008 - October 2009
Allen-Edmonds Shoe Corporation  August 2007 - February 2008
Wal-Mart  May 2006 - August 2006

Skills
Series 7, Mutual Funds, Investment Advisory, FINRA, Securities, Series 63, Investments, Customer Service, Series 24, Asset Allocation, Uniform Combined State..., Venture Capital, Management, Microsoft Excel, Private Equity, Investment Advisers Act, Investment Company Act, Project Management, Finance, Sales, Compliance, Digital Media, Board of Directors, Nonprofits, Strategic Planning, PowerPoint, Process Improvement, Adsense, Google Adwords, Journalism, Board Governance, SEC filings, Fundraising, Capital Campaigns

Education
Marquette University
Future Milwaukee Community Leadership Program

University of Wisconsin-Milwaukee - School of Business Administration   2011 — 2012
Post Baccalaureate Certificate in Entrepreneurship

University of Wisconsin-Milwaukee - School of Business Administration   2003 — 2007
Bachelor's, Finance, Marketing

Jason Stocker Jason Stocker Boston, Massachusetts Details
Jason Stocker's Wells Fargo Advantage Funds Experience June 2005 - August 2012
Job Paralegal at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2012 - Present
Huntington Theatre Company  January 2009 - Present
Bridgewater State University  September 2006 - Present
PETCO  August 2005 - Present
Wells Fargo Advantage Funds   June 2005 - August 2012
South Shore Bank  October 2004 - June 2005

Skills
Editing, Proofreading, Budgets, Public Relations, Marketing, Legal Writing

Education
Bridgewater State University   2000 — 2004
Bachelor's degree, Mathematics

Andrew Riedl Andrew Riedl Greater Boston Area Details
Andrew Riedl's Wells Fargo Advantage Funds Experience December 2010 - Present
Job Financial Reporting Analyst at Wells Fargo Advantage Funds
Industry Financial Services
Experience
WELLS FARGO ADVANTAGE FUNDS   December 2010 - Present
Evergreen Investments  June 2008 - December 2010
State Street Corporation  February 2007 - June 2008
State Street Corporation  October 2005 - February 2007
AMERICAN FRIENDS SERVICES COMMITTEE   November 2004 - October 2005
CP Baker & Company  August 2005 - September 2005

Skills
Mutual Funds, Fixed Income, Securities, Equities, Asset Management, Financial Services, Analysis, Valuation, Finance, Bloomberg, Investments, Accounting, Financial Reporting, Fund Accounting, Project Management, Editing, Financial Analysis, Pricing, Risk Management, Microsoft Excel, Microsoft Office, Asset Allocation, Outlook, Bloomberg Terminal, Fund Administration, Time Management, Lotus Notes, General Ledger, Photography, Digital Photography, World History, Outdoor Recreation

Education
Boston University   2000 — 2004
Bachelor’s Degree, Communication, Journalism, and Related Programs

Newton North High School   1996 — 2000
High School

Alonzo Kelly Alonzo Kelly Greater Milwaukee Area Details
Alonzo Kelly's Wells Fargo Advantage Funds Experience November 2007 - August 2009
Job President & Founder at Kelly Leadership Group, LLC
Industry Management Consulting
Experience
Kelly Leadership Group, LLC   September 2009 - Present
Silver Lake College  July 2012 - Present
Wells Fargo Advantage Funds   November 2007 - August 2009
Children's Hospital of Wisconsin  March 2004 - November 2007
HCR Manorcare  February 2002 - March 2004
Heartland Healthcare Center - Washington Manor   2002 - 2004
Marian University of Fond du Lac  1992 - 1996

Skills
Strategic Planning, Customer Service, Budgeting, Supervisory Skills, Policy, Human Resources, Leadership Development, Budgets, Nonprofits, Team Building, Public Speaking, Fundraising, Staff Development, Government, Program Development, Call Centers, Training, Performance Management, Team Leadership, Hiring, Employee Relations, Coaching, Community Outreach, Leadership, Event Planning, Event Management, Healthcare, Entrepreneurship, Organizational..., Recruiting, Time Management, Employee Training, Marketing, Labor Relations, Management, Program Management, Teaching, Process Improvement, Talent Management, New Hire Orientations, Conflict Resolution, Employee Benefits, Volunteer Management, Change Management, Community Development, Employee Engagement, Benefits Administration, Management Consulting, System Administration, Teamwork

Education
Concordia University-Wisconsin   2003 — 2004
Master of Business Administration, HR & Management

University of Wisconsin-Milwaukee   2001 — 2003
Master of Human Resources and Labor Relations, Human Resources

University of Wisconsin-Oshkosh   1997 — 2001
Master of Public Administration, Public Administration

Marian University   1992 — 1996
BSBA, Accounting

Mark Branish, CIMA Mark Branish, CIMA Greater Denver Area Details
Mark Branish, CIMA's Wells Fargo Advantage Funds Experience July 2007 - September 2009
Job National Sales Director GreatWest Funds, Inc.
Industry Financial Services
Experience
EMPOWER Retirement  October 2009 - Present
Wells Fargo Advantage Funds   July 2007 - September 2009
Wells Fargo Institutional Asset Advisors   May 2001 - June 2007
Wells Fargo Private Client Services  November 1999 - April 2001
Wells Fargo Private Client Services  January 1997 - March 2001

Skills
401k, Series 63, Series 7, Mutual Funds, Asset Allocation, Investment Strategies, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Investments, Portfolio Management, Financial Services, Financial Analysis, Asset Management, Investment Management, Finance, Series 6, Alternative Investments, Pensions, Securities, Bonds, Defined Benefit, Defined Contribution, ETFs, Equities, FINRA, Financial Advisory, Fixed Annuities, Fixed Income, IRAs, Relationship Management, Retirement Plan..., Separately Managed..., Series 65

Education
University of Denver - Daniels College of Business   1993 — 1995
BSBA

Cherry Creek High School

Patricia Ingrilli Patricia Ingrilli Milwaukee, Wisconsin Details
Patricia Ingrilli's Wells Fargo Advantage Funds Experience July 2013 - February 2014
Job Associate, Institutional Sales at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  February 2014 - Present
Wells Fargo Advantage Funds   July 2013 - February 2014
Wells Fargo Funds Distributor   April 2005 - July 2013
Strong Investments  November 2003 - March 2005
Strong Investments  June 2000 - October 2003
BNY Clearing Services  October 1997 - June 2000

Skills
Series 7, Series 24, Series 65, Series 63, Securities, Investments, Uniform Combined State..., Financial Services, Asset Managment, Investment Company Act, FINRA, Financial Risk

Education
Franciscan University of Steubenville   1994 — 1995
Political Science

University of Wisconsin-Milwaukee
Business Administration

Bob Ralian Bob Ralian Austin, Texas Details
Bob Ralian's Wells Fargo Advantage Funds Experience March 2007 - October 2007
Job JavaScript Wrangler at Automattic
Industry Internet
Experience
Automattic  May 2013 - Present
One Jackson   July 2012 - January 2013
Vast.com  June 2011 - July 2012
Spreenkler Talent Labs   January 2011 - May 2011
TechScratch   January 2011 - April 2011
StartupBus  March 2011 - March 2011
inComm  May 2010 - December 2010
GroupCard   September 2007 - December 2010
ZingFu.com   March 2006 - May 2008
Wells Fargo Advantage Funds   March 2007 - October 2007

Skills
PHP, Linux, MySQL, Apache, SEO, Python, Google App Engine, Startup Fundraising, Bootstrapping, node.js, Ruby on Rails, Ruby, JavaScript, Node.js, CSS, Lean Startup, Agile Methodologies, HTML 5

Education
Northwestern University   1993 — 1997
BA, Economics, Political Science, and International Studies

Hamilton High School   1989 — 1993

Blake Hopkins Blake Hopkins Somerville, Massachusetts Details
Blake Hopkins's Wells Fargo Advantage Funds Experience October 2010 - August 2012
Job Investment Support Rep at Santander Investment Securities Inc
Industry Financial Services
Experience
Santander Investment Securities Inc  August 2012 - Present
Wells Fargo Advantage Funds   October 2010 - August 2012
Merrill Edge  June 2010 - October 2010

Skills
Investments, Series 7, Series 63, Customer Service, Analytics, Microsoft Excel, Equities, Financial Risk, Microsoft Office, Market Analysis, Microsoft Word, Project Management, Quality Assurance, Qualitative Research, Quantitative Research, Research, Typing, Trading, Mutual Funds, Fixed Annuities, Variable Annuities, Life Insurance, Insurance, Model Portfolios, Banking, Risk Management

Education
University of South Carolina-Columbia   2002 — 2007
Bachelor of Arts (B.A.), Psychology

Troy Holtzinger, CIMA®, CFS® Troy Holtzinger, CIMA®, CFS® San Francisco Bay Area Details
Troy Holtzinger, CIMA®, CFS®'s Wells Fargo Advantage Funds Experience October 2004 - October 2009
Job Product Marketing and Relationship Mangement Leader
Industry Financial Services
Experience
Wells Fargo  November 2010 - Present
Union Bank  November 2009 - November 2010
Wells Fargo Advantage Funds   October 2004 - October 2009
Atlas Funds, Inc.   September 2002 - September 2004
American Express Financial Advisors  January 2002 - September 2002
Hendrick Automotive Group  August 1998 - December 2001
Stargate P.C.   August 1996 - September 1998

Skills
CRM, Strategy, Product Marketing, Financial Services, Management, Budgets, Portfolio Management, Analysis, Business Strategy, Marketing

Education
University of San Francisco
Bachelor of Science (B.S.), Applied Economics

University of Pennsylvania, Wharton Executive Education

Sonoma State University

Andrew Heckman Andrew Heckman Chicago, Illinois Details
Andrew Heckman's Wells Fargo Advantage Funds Experience February 1994 - March 1997
Job Marketing and sales communications
Industry Writing and Editing
Experience
Self Employed Freelance Writer  February 2001 - Present
DWS Investments  February 1997 - February 2001
Wells Fargo Advantage Funds   February 1994 - March 1997

Skills
Marketing Communications, Writing, Editing, Program Management, Corporate Communications, Internal Communications, Business Communications, Video Production, Strategic Communications, Photography, Social Media, Team Leadership, Final Cut Pro, Microsoft Office, Dreamweaver, Web Design, Content Management, Video, Wordpress, Public Speaking, Press Releases, Marketing, Media Relations, Advertising, Newsletters, Creative Writing, Content Strategy, Copywriting, Screenwriting, Email Marketing

Education
Northern Illinois University   1985 — 1990
BS, Journalism, Marketing emphasis

The Art Institute of Portland   2009 — 2011
Digital Film and Video

Portland Community College   2004 — 2004
Certificate, Web design

Michael Mulrooney Michael Mulrooney Greater Boston Area Details
Michael Mulrooney's Wells Fargo Advantage Funds Experience May 2012 - March 2013
Job Registered Support Assistant at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
Wells Fargo Advantage Funds   May 2012 - March 2013
KBW Inc   September 2001 - October 2011
KBW Asset Mgmt Inc   May 2001 - September 2001
KBW Inc   March 1996 - May 2001
National Financial Services Corp   March 1992 - March 1996
United States Marine Corps  March 1988 - January 1992
United States Marine Corps  1988 - 1992
United States Marine Corps  1988 - 1992
Dean Witter Reynolds  March 1986 - January 1988

Skills
Series 7, Series 63, Series 55, Series 4, Life & Health Insurance..., Alternative Investments, Bloomberg, Capital Markets, Equity Trading, FINRA, Fixed Income, Hedge Funds, Trading, Securities

Education
Campbell University   1989 — 1990
Business

Rachel Arndt Rachel Arndt Greater Milwaukee Area Details
Rachel Arndt's Wells Fargo Advantage Funds Experience July 2007 - September 2012
Job Senior Systems Quality Assurance Analyst at Wells Fargo Asset Management Technology
Industry Information Technology and Services
Experience
Wells Fargo Asset Management (Technology)   September 2012 - Present
Wells Fargo Advantage Funds   July 2007 - September 2012
Wells Fargo Advantage Funds   2006 - 2007
Grande Cheese Company  1999 - 2006
Quad/Graphics  1993 - 1999
Quad/Graphics  1992 - 1993

Skills
Business Analysis, Agile Methodologies, SQL, User Acceptance Testing, Process Improvement, SharePoint, Microsoft SQL Server, SDLC, Scrum, Test Planning, Software Quality..., Requirements Analysis, Peer Mentoring, Instructor-led Training, Technical Writing, Microsoft Office, ISTQB, Visio, Test Automation, Software Project..., QTP, Software Development, SOA, Requirements Gathering, Team Leadership, Testing, Access, Regression Testing, Test Management, XML, Analysis, Business Requirements, Software Documentation, Quality Assurance, Integration, Organizational..., Databases, System Testing, Quality Center, Agile Project Management, Data Warehousing, Systems Analysis, Release Management, Unix

Education
Lakeland College   2000 — 2003
BS, Computer Science, Summa Cum Laude

Cardinal Stritch University   1990 — 1993
ASB, Business

Bill Sheehan Bill Sheehan Greater New York City Area Details
Bill Sheehan's Wells Fargo Advantage Funds Experience June 2005 - June 2008
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  February 2014 - Present
Nuveen Investments  July 2010 - February 2014
DWS Investments  June 2008 - July 2010
Wells Fargo Advantage Funds   June 2005 - June 2008
Wells Fargo Advantage Funds   December 2004 - June 2005
Wells Fargo Advantage Funds   October 2003 - December 2004
Morgan Stanley  August 2000 - November 2002
Morgan Stanley  June 1998 - August 2000

Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Allocation, Wealth Management, Asset Managment, Investment Strategies

Education
University of Colorado at Boulder   1994 — 1997
BS, Marketing

Jane Freeman Jane Freeman San Francisco Bay Area Details
Jane Freeman's Wells Fargo Advantage Funds Experience 2015 - Present
Job
Industry E-Learning
Experience
Wells Fargo Advantage Funds   2015 - Present
Taproot Foundation  2010 - Present
Scientific Learning Corp.  1999 - 2014
Harding Loevner Funds   1996 - 2014
Russell Exchange Traded Funds Trust   2011 - 2012
J Freeman Associates   2008 - 2012
Rockefeller & Co.   1988 - 1998
Scudder, Stevens & Clark   1978 - 1988

Skills
Board of Director..., Audit Committee, Business Strategy, Management Consulting, Capital Raising, Financial Expert, Risk Management, Part Time CFO

Education
Cornell University - Johnson Graduate School of Management   1975 — 1978
MBA with Distinction

Université catholique de Louvain   1976 — 1977
License

Cornell University   1971 — 1975
BA

Ravi Talati, CIMA® Ravi Talati, CIMA® West Palm Beach, Florida Area Details
Ravi Talati, CIMA®'s Wells Fargo Advantage Funds Experience August 2011 - Present
Job Regional Director at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds   August 2011 - Present
Touchstone Investments  December 2009 - August 2011
Rydex Investments  August 2003 - July 2009

Skills
Commodity, Alternative Investments, Fund Of Funds, Currency, Mutual Funds, Series 7, Hedge Funds, Asset Allocation, Asset Management, ETFs, Equities, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management, Series 63, Strategy

Education
College of Charleston   1996 — 2000
Bachelor of Science, Business Administration

Edward Finocchiaro Edward Finocchiaro Greater Boston Area Details
Edward Finocchiaro's Wells Fargo Advantage Funds Experience May 2006 - January 2010
Job Managing Partner/Regional Director at MultiFunds, LLC
Industry Financial Services
Experience
Multi-Funds, LLC   March 2010 - Present
DrivingAlpha, LLC   March 2010 - Present
Wells Fargo Advantage Funds   May 2006 - January 2010
J&W Seligman  October 1997 - November 2005
Tucker Anthony  1995 - 1997
Prudential Securities  1991 - 1993
Dean Witter Reynolds  1984 - 1991
Milwaukee Admirals Hockey Club   1981 - 1983

Skills
Partner Relationship..., Territory Planning, Presentation Development, Alternative Investments, Asset Allocation, Customer Relations, Practice Management, Mutual Funds, Institutional, Portfolio Management, Consultative Selling, Wealth Management, Sales Operations, Selling, Customer Service, Asset Managment, Asset Management, Investments, Financial Markets, Securities, Partner Management, Financial Services, Fixed Income, Relationship Management, Hedge Funds, Sales, Investment Advisory, Series 63, Retirement Planning, Investment Strategies, Financial Advisory, Series 7, Finance, ETFs, Separately Managed..., Retirement, Series 24, Uniform Combined State..., Fixed Annuities

Education
Marquette University   1974 — 1981
BA, Journalism, Political Science

Boston College High School

Braintree Public Schools

Vinny Carpenter Vinny Carpenter Greater Milwaukee Area Details
Vinny Carpenter's Wells Fargo Advantage Funds Experience January 2005 - December 2006
Job Manager Strategy and R&D at Artisan Partners
Industry Investment Management
Experience
Artisan Partners  October 2013 - Present
Artisan Partners  December 2006 - Present
Wells Fargo Advantage Funds   January 2005 - December 2006
Strong  August 1999 - December 2004
Quad/Graphics  1997 - 1999
Marquette University  1993 - 1997

Skills
Java, Weblogic, Software Development, Linux, Enterprise Architecture, GWT, Spring, Software Architecture, Hibernate, Web Development, J2EE, Google App Engine, JPA, JAX-WS, Ehcache, XStream, MySQL, IntelliJ IDEA, Investments, Hadoop, Agile, Distributed Systems, SOA, Agile Methodologies, Architecture, Java Enterprise Edition, JavaScript, Web Services, Microsoft SQL Server, Test Driven Development, Object Oriented Design, JSP, Enterprise Software, Subversion, Database Design, Agile Project Management, SQL, Struts, Perl, JSON, REST, Tomcat, Software Design, Databases, C#, Ant, Scrum, SOAP, Scalability, Maven

Education
Marquette University   1987 — 1992
BS, Biomedical Engineering

Marquette University
Bachelor's degree, Biomedical Engineering

Colin Kavanaugh Colin Kavanaugh Germantown, Wisconsin Details
Colin Kavanaugh's Wells Fargo Advantage Funds Experience April 2013 - July 2015
Job Supervision Analyst at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   July 2015 - Present
Wells Fargo Advantage Funds   April 2013 - July 2015
Wells Fargo Advantage Funds   March 2011 - April 2013
Guaranty Bank  November 2010 - March 2011
Bemis Conference Center   October 2007 - May 2010

Skills
Sales, Financial Education, Mutual Funds, Communication, Investments, Computers, Microsoft Office

Education
St. Norbert College   2006 — 2010
Bachelor of Arts (B.A.), Business Administration, Economics

Kyle Najarian, CIMA® Kyle Najarian, CIMA® San Francisco Bay Area Details
Kyle Najarian, CIMA®'s Wells Fargo Advantage Funds Experience March 2011 - May 2015
Job VP, RIA Senior Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  June 2015 - Present
Wells Fargo Advantage Funds   March 2011 - May 2015
Wells Fargo Advantage Funds/Evergreen Investments   January 2008 - March 2011
Bank of Hawaii  September 2006 - December 2007
Fidelity Investments  December 2000 - July 2006

Skills
Mutual Funds, Investments, Portfolio Management, Series 7, Asset Management, Asset Allocation, Series 63, Wealth Management, Finance, Financial Planning

Education
Arizona State University   1996 — 2000
Bachelor Of Arts, Communication

Antoine McDuffie Antoine McDuffie Greater Milwaukee Area Details
Antoine McDuffie's Wells Fargo Advantage Funds Experience August 2005 - November 2007
Job Financial Risk Manager at Baird
Industry Financial Services
Experience
Robert W. Baird  November 2007 - Present
Wells Fargo Advantage Funds   August 2005 - November 2007
Harley-Davidson Motor Company  May 2004 - August 2004

Education
Purdue University   2000 — 2005
Bachelor of Science (B.S.), Economics

Cardinal Stritch University
African American Leadership Program

Nicholas Klomstad Nicholas Klomstad Greater Milwaukee Area Details
Nicholas Klomstad's Wells Fargo Advantage Funds Experience March 2014 - December 2014
Job Business Development Associate at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors  August 2015 - Present
Wells Fargo  January 2015 - August 2015
Wells Fargo Advantage Funds   March 2014 - December 2014
Wells Fargo  June 2013 - March 2014
Medtronic  December 2012 - June 2013
Medtronic  July 2011 - November 2012
M&I Wealth Management  May 2010 - August 2010
Pioneer Hi-Bred International  July 2009 - August 2009

Skills
Medical Devices, Healthcare, Sales, Microsoft Office, Marketing, Microsoft Excel, Market Development, Direct Sales, PowerPoint, Customer Service, Cross-functional Team..., Marketing Strategy, Data Analysis, Cold Calling, Selling, Business Development, Competitive Analysis, Leadership

Education
Olivet Nazarene University   2007 — 2011
Bachelor of Science, Marketing; Spanish Minor

Pewaukee High School   2003 — 2007

Lauren Purtell Lauren Purtell Chicago, Illinois Details
Lauren Purtell's Wells Fargo Advantage Funds Experience May 2007 - May 2008
Job Interest Rate Derivatives Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   January 2015 - Present
Wells Fargo Securities  April 2011 - January 2015
Wells Fargo  September 2009 - May 2011
Wells Fargo  August 2008 - October 2009
Wells Fargo Advantage Funds   May 2007 - May 2008

Skills
Investments, Bloomberg, Series 7, Finance, Series 63, Financial Analysis, Relationship Management, Credit, Credit Analysis, Series 79, Sales, Underwriting, Leadership

Education
Cardinal Stritch University   2004 — 2008
Bachelor of Arts in Accounting, Cum Laude

Adriana Valdez Adriana Valdez San Francisco, California Details
Adriana Valdez's Wells Fargo Advantage Funds Experience October 2011 - July 2014
Job Institutional RM Associate at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management  August 2014 - Present
Wells Fargo Advantage Funds   October 2011 - July 2014
US Bancorp Investments  April 2010 - September 2011
Chase Investments Services   June 2008 - April 2010
AXA Advisors  March 2006 - May 2008

Skills
Series 7, Asset Management, Fixed Income, Financial Services, Mutual Funds, Series 66, Financial Advisory, Retirement Planning, Retirement, 401k, 2a-7 Funds, Annuity Sales, Passed CFA Level I, Passed CFA Level II

Education
San Diego State University-California State University   2001 — 2005
Bachelor Degree, International Business Finance and French

Abigail Becker Abigail Becker Menomonee Falls, Wisconsin Details
Abigail Becker's Wells Fargo Advantage Funds Experience July 2010 - May 2012
Job Consultant Relations Associate
Industry Financial Services
Experience
Wells Capital Management  May 2012 - Present
Wells Fargo Advantage Funds   July 2010 - May 2012
Wells Fargo Advantage Funds   January 2008 - July 2010

Skills
Investments, Equities, Fixed Income, Asset Management, Mutual Funds, Investment Strategies, Asset Allocation, Hedge Funds

Education
University of Wisconsin Whitewater   2003 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General

Hartford Union High School   2000 — 2003

Kaplan University

Jared Greanya Jared Greanya Greater Milwaukee Area Details
Jared Greanya's Wells Fargo Advantage Funds Experience June 2010 - June 2012
Job Financial Planning and Sales Support for Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  February 2014 - Present
Northwestern Mutual  June 2012 - January 2014
Wells Fargo Advantage Funds   June 2010 - June 2012
Thrivent Financial for Lutherans  May 2009 - May 2010
Darden Restaurants  March 2009 - June 2009
TruGreen LandCare  March 2008 - March 2009
Integrated Development Services  November 2007 - March 2008

Skills
Public Speaking, Customer Service

Education
Wisconsin Lutheran College   2005 — 2007
Bachelor of Arts, Theology/Psychology

Martin Luther College   2004 — 2005
Theology/Biblical Languages

Noah Ordway, CIMA® Noah Ordway, CIMA® Charlotte, North Carolina Area Details
Noah Ordway, CIMA®'s Wells Fargo Advantage Funds Experience April 2012 - Present
Job RIA Regional Consultant at Wells Fargo Advantage Funds
Industry Accounting
Experience
Wells Fargo Advantage Funds   April 2012 - Present
Wells Fargo Advantage Funds   May 2008 - April 2012
Wells Fargo Advantage Funds   June 2007 - May 2008
Wells Fargo Advantage Funds   June 2005 - May 2008

Skills
Certified Investment...

Education
University of Wisconsin-Eau Claire   2000 — 2005
B.B.A, Finance

University of Pennsylvania - The Wharton School

University of Pennsylvania - The Wharton School

Wharton: CIMA

Wharton: CIMA

Sara Buser Sara Buser Greater Milwaukee Area Details
Sara Buser's Wells Fargo Advantage Funds Experience June 2011 - August 2013
Job
Industry Financial Services
Experience
Wells Fargo Advantage Funds   June 2011 - August 2013
Harrison Wallace Finanical Group   June 2010 - August 2010
Port Washington Marina   May 2008 - August 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, English, Windows, Research, Teamwork, Onyx CRM, TA2000, Salesforce.com, Creative Problem Solving

Education
Marquette University   2007 — 2011
Bachelor of Business Administration (BBA), Finance and International Business, 3.5

Ryan Zutter Ryan Zutter Charlotte, North Carolina Area Details
Ryan Zutter's Wells Fargo Advantage Funds Experience December 2006 - October 2008
Job Technology Solutions Consultant at Robert W. Baird & Co. Vice President
Industry Financial Services
Experience
Robert W. Baird & Co.   June 2010 - Present
Robert W. Baird  October 2008 - July 2010
Wells Fargo Advantage Funds   December 2006 - October 2008
M&I Bank  June 2004 - July 2006
Allen Edmonds  September 2003 - June 2004

Skills
Series 7, Series 66, Training & Development, Client Service, Building Relationships, Technology Training, Technical Presentations, Customer Presentations, Financial Services, Uniform Combined State..., Employee Training, Business Development, CRM, Client Services, Management, Training, FINRA, Sales

Education
Marquette University   2010 — 2015
MBA

Lawrence University   1999 — 2003
BA, Economics

Colfax High School   1996 — 1999

Patrick Needham Patrick Needham Greater Boston Area Details
Patrick Needham's Wells Fargo Advantage Funds Experience January 2009 - October 2010
Job Software Engineer at Ditto Labs
Industry Computer Software
Experience
Ditto Labs  June 2015 - Present
General Assembly  January 2015 - April 2015
Wells Fargo Bank NA  November 2010 - January 2015
Wells Fargo Advantage Funds   January 2009 - October 2010
Evergreen Investments  June 2008 - December 2008

Skills
Ruby on Rails, Ruby, JavaScript, SASS, CSS, HTML, jQuery, AJAX, Backbone.js, Github, WordPress, HubSpot, AngularJS, Tumblr, Microsoft Excel, Adobe Illustrator, Adobe LiveCycle Designer, Alternative Investments, Microsoft Office, Investor Relations, Series 7, Product Management, Mutual Funds, Investments, Android SDK, HTML5

Education
Bentley University   2004 — 2008
BS, Finance

Bentley University   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Jeff Whitmoyer, CFA Jeff Whitmoyer, CFA San Francisco Bay Area Details
Jeff Whitmoyer, CFA's Wells Fargo Advantage Funds Experience November 2007 - Present
Job Manager of Fixed Income, Asset Allocation & Alternative Investments
Industry Investment Management
Experience
Wells Fargo Advantage Funds   November 2007 - Present
Wells Fargo Bank  September 2003 - November 2007
Wells Fargo Bank  December 2003 - September 2004
Wells Fargo Bank  February 2000 - December 2003
Wells Fargo Bank  April 1998 - February 2000

Skills
Equities, Finance, Mutual Funds, Investments, Hedge Funds, Management, Alternative Investments, Asset Management, Portfolio Management, Asset Allocation, Financial Analysis, Financial Advisory, Series 7, Due Diligence, Investment Management, Investment Strategies, Investment Banking, Securities, Wealth Management

Education
San Diego State University-California State University   1987 — 1992
Bachelor of Business Administration (BBA)

Daniel Blinka Daniel Blinka Greater Milwaukee Area Details
Daniel Blinka's Wells Fargo Advantage Funds Experience September 2005 - August 2006
Job
Industry Law Practice
Experience
Godfrey & Kahn, S.C.   June 2008 - Present
Racine County District Attorney   May 2009 - September 2009
University of Wisconsin - Madison  August 2006 - January 2009
Wisconsin Supreme Court  August 2008 - December 2008
Godfrey & Kahn, S.C.   May 2008 - August 2008
Wells Fargo Advantage Funds   September 2005 - August 2006
Wells Fargo  2005 - 2006
Dean College  August 2004 - May 2005

Education
University of Wisconsin-Madison   2006 — 2009
J.D., Law

Brown University   2003 — 2005
AM, American History

University of Wisconsin-Madison   2000 — 2003
B.S., American History

Joe Sinha Joe Sinha San Francisco Bay Area Details
Joe Sinha's Wells Fargo Advantage Funds Experience April 2009 - February 2012
Job Director of Sales and Marketing at Parnassus Investments
Industry Financial Services
Experience
Parnassus Investments  May 2015 - Present
Wells Fargo Funds Management, LLC  February 2012 - May 2015
Wells Fargo Advantage Funds   April 2009 - February 2012
Wells Fargo Funds Management  2007 - 2009
Wells Fargo Advantage Funds   April 2000 - March 2007
Transamerica  1999 - 2000
Morningstar  December 1992 - June 1997

Skills
Asset Allocation, Mutual Funds, Leadership, Mergers & Acquisitions, Investments, Product Development, Marketing, Investment Management, Game Shows, Financial Services, Chickens, Hedge Funds, Alternative Investments, Chilled Water, Relationship Management, Asset Management, Wealth Management

Education
University of Southern California - Marshall School of Business   1997 — 1999
MBA, Product Marketing & Investment Finance

University of Michigan   1988 — 1992
Bachelor’s Degree, English, Economics

Brett Steele Brett Steele Boston, Massachusetts Details
Brett Steele's Wells Fargo Advantage Funds Experience May 2010 - March 2011
Job Regional Sales Director at Columbia Management
Industry Higher Education
Experience
Columbia Threadneedle Investments  March 2011 - Present
Wells Fargo Advantage Funds   May 2010 - March 2011
University of Massachusetts Amherst  September 2009 - May 2010
Vocal Suspects   September 2008 - May 2010
CS Web Design   March 2006 - November 2009
Walt Disney World  September 2008 - January 2009

Skills
Public Speaking, Customer Service, Microsoft Office, Excel, Economics, Salesforce.com, Sales Process, Mutual Funds, ETFs, Microsoft Excel

Education
Isenberg School of Management, UMass Amherst   2006 — 2010
Bachelors of Business Administration, Management

University of Wollongong   2009 — 2009
Bachelor of Science (BS), Management

Walt Disney World College Program   2008 — 2009
Organizational Leadership, Experiential Learning

Teri (Patten) Zastrow Teri (Patten) Zastrow Milwaukee, Wisconsin Details
Teri (Patten) Zastrow's Wells Fargo Advantage Funds Experience December 2012 - Present
Job Communications Consultant at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds   December 2012 - Present
Wells Fargo Advantage Funds   June 2000 - December 2012

Skills
Series 7, Financial Services, Investments, Mutual Funds, Series 63

Education
Marquette University   1996 — 2000
Bachelor of Science (BS), Finance

Joe Rhiel Joe Rhiel Greater Milwaukee Area Details
Joe Rhiel's Wells Fargo Advantage Funds Experience January 2005 - February 2006
Job
Industry Investment Management
Experience
Artisan Partners  February 2006 - July 2013
Wells Fargo Advantage Funds   January 2005 - February 2006
Strong Capital Management  November 1994 - December 2004

Skills
Enterprise Architecture, Asset Management, Financial Services, Investment Management, IT Strategy, Disaster Recovery, Asset Managment, Integration, Equities, Investments, Vendor Management, Business Analysis, Portfolio Management, IT Management, Mutual Funds, Risk Management, Data Warehousing, SQL, Visio, Process Improvement, Business Intelligence, Agile Methodologies, Fixed Income, Hedge Funds, Requirements Analysis

Education
Marquette University   1986 — 1989
MBA

University of Wisconsin-Eau Claire   1980 — 1984
Business, MIS

David Kneib David Kneib Greater Milwaukee Area Details
David Kneib's Wells Fargo Advantage Funds Experience January 2005 - Present
Job Customer Service Representative at Wells Fargo Advantage Funds
Industry Investment Management
Experience
Wells Fargo Advantage Funds   January 2005 - Present

Education
University of Missouri-Kansas City   1986 — 1991
Master of Arts, History

Missouri Western State College, St. Joseph, MO   1971 — 1976
Bachelor of Science, Sociology (History minor)

Kevin R. Campbell Kevin R. Campbell Greater Milwaukee Area Details
Kevin R. Campbell's Wells Fargo Advantage Funds Experience 2005 - August 2013
Job Senior Registered Associate Mequon Branch at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  July 2014 - Present
Northwestern Mutual  August 2013 - July 2014
Wells Fargo Advantage Funds   2005 - August 2013
Strong Funds  2004 - 2005
Strong Funds  2001 - 2004
Strong Funds  1999 - 2001

Skills
Series 63, Series 7, Series 66, Investments, Wealth Management, Mutual Funds, Securities, Financial Services, Investment Advisory, Finance, Retirement Planning, Retirement, Business Relationship..., Asset Allocation, 401k, Customer Retention, Customer Support, Sales, Credit, Relationship Management

Education
Marquette University   2002 — 2005
BS Org Leadership, Organizational Leadership/Management

Rock Bridge High School, Columbia, MO

Kristina Page Kristina Page San Francisco Bay Area Details
Kristina Page's Wells Fargo Advantage Funds Experience August 2008 - October 2013
Job American Funds
Industry Financial Services
Experience
American Funds from Capital Group   November 2013 - Present
Wells Fargo Advantage Funds   August 2008 - October 2013
Wells Fargo Funds Management  January 2007 - August 2008

Education
University of California, Davis   1994 — 1998

Courtney Sweeney Courtney Sweeney Washington D.C. Metro Area Details
Courtney Sweeney's Wells Fargo Advantage Funds Experience July 2007 - Present
Job Regional Director at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds   July 2007 - Present
Putnam Investments  2003 - 2007
PepsiCo  June 2002 - June 2003
Bloomberg  2000 - 2002

Education
Boston College - Wallace E. Carroll Graduate School of Management   2004 — 2006

Rutgers University-New Brunswick   1997 — 2000
BA, Economics

The Catholic University of America

Brandon Grier Brandon Grier Charlotte, North Carolina Area Details
Brandon Grier's Wells Fargo Advantage Funds Experience August 2002 - March 2007
Job Regional Sales Director at AMG Funds
Industry Financial Services
Experience
AMG Funds  October 2014 - Present
American Century Investments  March 2007 - October 2014
Wells Fargo Advantage Funds   August 2002 - March 2007
Bank of America - Nations Funds   June 1999 - August 2002

Skills
Mutual Funds, Series 7, Investments, Series 63, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Wealth Management, Equities, Investment Strategies, Retirement Planning

Education
North Carolina State University   1994 — 1999
Bachelor of Applied Science

Charlotte Latin School

Donald Klein CIMA Donald Klein CIMA Greater Chicago Area Details
Donald Klein CIMA's Wells Fargo Advantage Funds Experience February 2006 - December 2009
Job Vice President at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  March 2010 - Present
Wells Fargo Advantage Funds   February 2006 - December 2009
Nationwide Insurance  January 2001 - February 2006

Skills
Investments, Mutual Funds, Series 7, Sales, Wealth Management, Retirement Planning, Finance, Marketing, Series 63, Asset Management

Education
University of Notre Dame   1983 — 1987

Loyola Academy   1979 — 1983

Adam Obluck Adam Obluck Greater Milwaukee Area Details
Adam Obluck's Wells Fargo Advantage Funds Experience January 2008 - May 2010
Job PCG Control Specialist, Officer Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  June 2014 - Present
Wells Fargo Advisors  February 2010 - June 2014
Wells Fargo Advantage Funds   January 2008 - May 2010

Education
North Central University   2003 — 2007

Heritage Christian   1999 — 2003

Rebecca Hron Rebecca Hron Greater Milwaukee Area Details
Rebecca Hron's Wells Fargo Advantage Funds Experience December 2004 - Present
Job Institutional Cash Team at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds   December 2004 - Present

Education
St. Norbert College   1999 — 2003

Greg McElwain Greg McElwain Greater Milwaukee Area Details
Greg McElwain's Wells Fargo Advantage Funds Experience January 2005 - April 2011
Job Application Development Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   May 2011 - Present
Wells Fargo Advantage Funds   January 2005 - April 2011
Strong Capital Management  January 2003 - December 2004
GE Healthcare  2000 - December 2002
GE Healthcare  January 1994 - July 2000

Education
Milwaukee School of Engineering

Alan Haga Alan Haga Milwaukee, Wisconsin Details
Alan Haga's Wells Fargo Advantage Funds Experience April 2000 - April 2013
Job Project Manager at Silverline
Industry Financial Services
Experience
Silverline  August 2015 - Present
Artisan Partners  January 2015 - August 2015
Merz Aesthetics Inc.  April 2013 - December 2014
Wells Fargo Advantage Funds   April 2000 - April 2013
Strong Capital Management  2000 - 2003
Electronic Data Systems  1984 - 1995

Skills
SDLC, PMO, Project Portfolio..., Scrum, Vendor Management, Software Project..., PMP, IT Strategy, Program Management, Agile Project Management, Visio, Business Process..., Project Management, Waterfall, CRM, Financial Services, Project Planning, Agile Methodologies, Business Analysis, Cross-functional Team..., Enterprise Architecture, Requirements Analysis, Requirements Gathering

Education
DeVry University-Missouri   1981 — 1984
Bachelor of Science (B.S.), Computer Science

Terry Lutz Terry Lutz Greater Milwaukee Area Details
Terry Lutz's Wells Fargo Advantage Funds Experience 2004 - 2005
Job Creative Services Manager at Milwaukee Symphony Orchestra
Industry Music
Experience
Milwaukee Symphony Orchestra  September 2005 - Present
Wells Fargo Advantage Funds   2004 - 2005
Strong Investments/Wells Fargo   September 2001 - December 2004
Marshall & Ilsley Corporation  1994 - 1999

Skills
Marketing, Brand Management, Direct Mail, Adobe Creative Suite, Graphics, Newsletters, Direct Marketing, Event Management, Marketing Communications, Art, Advertising, Brand Development, Copywriting, Email Marketing

Education
Milwaukee Institute of Art and Design   1982 — 1985
BFA, Graphic Design, Photography

University of Wisconsin-Stevens Point   1980 — 1982
Art, Writing

Bob Marx Bob Marx Greater Boston Area Details
Bob Marx's Wells Fargo Advantage Funds Experience March 2012 - Present
Job Sales Desk Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advantage Funds   March 2012 - Present
CUNA Mutual Group  September 2010 - March 2011
Transamerica  October 2007 - September 2010
Evergreen Investments  September 2004 - October 2007
Evergreen Investments  March 2003 - August 2004
Evergreen Investments  April 2000 - February 2003

Skills
Strategic Planning, Sales Management, New Business Development, Sales, Management, Investments, Leadership, CRM, Insurance, B2B, Finance, Sales Operations, Budgets

Education
Arizona State University   1997 — 1999
Bachelor of Interdisciplinary Studies-Business/Communications

Stonehill College   1996 — 1997

Boston College High Scool   1992 — 1995
College Preparatory

Susan Prisbrey Susan Prisbrey Greater Boston Area Details
Susan Prisbrey's Wells Fargo Advantage Funds Experience January 2010 - Present
Job Project Manager at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds   January 2010 - Present
Evergreen Investments  February 2001 - January 2010
Evergreen Investments  2001 - 2005
Massachusetts Financial Services  1994 - 2000
Boston Financial Data Services  1990 - 1993

Skills
Data Conversion, Systems Analysis, Project Management, Process Improvement, Business Analysis, Vendor Management, SDLC, PMO, PMP, Visio, Business Requirements, Mutual Funds, Access, SharePoint, Requirements Gathering, Financial Services, Risk Management, Management, Relationship Management

Education
University of Massachusetts, Amherst   1985 — 1989
Bachelor of Arts (B.A.), Political Science

Holly Ornelas, CIMA Holly Ornelas, CIMA San Francisco Bay Area Details
Holly Ornelas, CIMA's Wells Fargo Advantage Funds Experience November 2005 - Present
Job Regional Director at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds   November 2005 - Present
Brandes Investment Partners  August 2002 - November 2005
Morgan Stanley  March 1999 - August 2002

Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Alternative Investments, Asset Management, Portfolio Management, Securities, Investment Strategies, Financial Services, Equities

Education
University of Nevada-Las Vegas - College of Business   1994 — 1998
Bachelor's degree, International Business and Spanish

University of Utah   1994 — 1996

Brian Wucherpfennig Brian Wucherpfennig Greater Milwaukee Area Details
Brian Wucherpfennig's Wells Fargo Advantage Funds Experience November 2007 - November 2014
Job Client Administration Team at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management  December 2014 - Present
Wells Fargo Advantage Funds   November 2007 - November 2014
Wells Fargo Advantage Funds   November 2006 - October 2007
U.S. Bancorp Fund Services   April 2006 - November 2006
U.S. Bancorp Fund Services   April 2005 - April 2006

Skills
Financial Services, Mutual Funds, Leadership

Education
St. Norbert College   1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Eric Schuett Eric Schuett Greater Milwaukee Area Details
Eric Schuett's Wells Fargo Advantage Funds Experience
Job Business Training Consultant at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds  

Education
Marquette University   2005 — 2010
Master of Business Administration

University of Wisconsin-Whitewater   1995 — 1999
Bachelor of Business Administration, Finance and Economics

Erica Bloudek Erica Bloudek Minneapolis, Minnesota Details
Erica Bloudek's Wells Fargo Advantage Funds Experience April 2007 - January 2011
Job Account Manager at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management  September 2013 - Present
Wells Capital Management  January 2011 - Present
Wells Fargo Advantage Funds   April 2007 - January 2011
Wells Fargo Investments  May 2005 - December 2006
Wells Fargo  November 2003 - May 2005

Skills
Mutual Funds, Securities, Investments, Risk Management, Brokerage, Equities, Asset Managment

Education
Cardinal Stritch University   2007 — 2009
Business Mangement, Business

Donna Olson Donna Olson San Francisco Bay Area Details
Donna Olson's Wells Fargo Advantage Funds Experience April 2006 - March 2010
Job Graphic Designer at Wells Fargo
Industry Graphic Design
Experience
Wells Fargo  March 2010 - Present
Wells Fargo Advantage Funds   April 2006 - March 2010
Svenska Design   June 1996 - April 2006
Morrison & Foerster LLP  November 1984 - June 1996

Skills
Collateral, Graphic Design, Project Management, Marketing, User Interface Design, Email Marketing, Direct Mail, Adobe Creative Suite, Art Direction, Layout, Brochures, Creative Direction, Graphics, Branding & Identity, Packaging, Logo Design, Typography, InDesign, Photography, Photoshop, Advertising, Leadership, Adobe Acrobat, Web Design, Copywriting, WordPress, Corporate Branding, Posters, Social Media, Online Advertising, Dreamweaver, Information Design, Interaction Design, Illustration, Direct Marketing, Newsletters, Corporate Identity, Illustrator, Online Marketing, Concept Development, QuarkXPress, Video Production, Brand Development, Mac, Multimedia, Image Editing, Creative Strategy, Social Media Marketing, Integrated Marketing

Education
University of California, Berkeley
BA, Fine Art

University of California, Berkeley
Bachelor's degree, Fine and Studio Arts

Jorden Trochelman, MBA, CIMA® Jorden Trochelman, MBA, CIMA® Greater Milwaukee Area Details
Jorden Trochelman, MBA, CIMA®'s Wells Fargo Advantage Funds Experience May 2002 - April 2010
Job Associate Divisional Director at Russell Investments
Industry Financial Services
Experience
Russell Investments  November 2014 - Present
Russell Investment Group  April 2010 - Present
Wells Fargo Advantage Funds   May 2002 - April 2010

Skills
Mutual Funds, Series 7, Series 66, CIMA, Series 24

Education
University of Wisconsin-Milwaukee   2007 — 2012
Master of Business Administration (M.B.A.)

Marquette University   1998 — 2002
Bachelor's, Finance

New Berlin West High School   1994 — 1998
General, General

Chris Schachtlie Chris Schachtlie Greater Milwaukee Area Details
Chris Schachtlie's Wells Fargo Advantage Funds Experience 1998 - Present
Job Network Engineer at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 1998 - Present
Wells Fargo Advantage Funds   1998 - Present
Time Warner Cable  February 1985 - 1998

Skills
SDLC, Agile Methodologies, Visio, Process Improvement

Education
Marquette University   1979 — 1984
Bachelors, Liberal Arts, Business, Engineering

John Dalferro John Dalferro Greater Boston Area Details
John Dalferro's Wells Fargo Advantage Funds Experience June 2010 - October 2011
Job Financial Services Professional
Industry Financial Services
Experience
ING/Voya Financial   September 2012 - December 2014
Wells Fargo Advantage Funds   June 2010 - October 2011
Broadridge Financial  January 2009 - December 2010
Sterne Agee  November 2007 - June 2008
Jefferies & Company  August 2001 - March 2007
Putnam Investments  December 1981 - April 2001

Skills
Hedge Funds, Bloomberg, Capital Markets, Equity Research, Investments

Education
St. Edward's University
BA, History, English

David Humphreys, CFA David Humphreys, CFA Milwaukee, Wisconsin Details
David Humphreys, CFA's Wells Fargo Advantage Funds Experience November 2004 - December 2007
Job CoPortfolio Manager / Trader at 1492 Capital Management, LLC
Industry Financial Services
Experience
1492 Capital Management, LLC   May 2013 - Present
Stark Investments  July 2011 - July 2012
Stark Investments  December 2007 - August 2011
Wells Fargo Advantage Funds   November 2004 - December 2007

Skills
Derivatives, Securities, Valuation, Financial Analysis, Finance, Swaps, Pricing, Analysis, Microsoft Excel, Microsoft Office, Front Office, Customer Service, Sales, Management, Public Speaking, Teamwork, Portfolio Management, Trading, Mutual Funds

Education
University of Wisconsin-Milwaukee - School of Business Administration   2007 — 2009
Master of Business Administration (MBA)

University of Wisconsin-Milwaukee - Lubar School of Business   2000 — 2003
BBA, Finance

Milwaukee School of Engineering   1998 — 2000
Mechanical Engineering

Nipun Gupta Nipun Gupta Greater Chicago Area Details
Nipun Gupta's Wells Fargo Advantage Funds Experience November 2009 - March 2010
Job Principal Consultant at Beacon Consulting Group, Inc
Industry Information Technology and Services
Experience
Beacon Consulting Group, Inc  January 2015 - Present
Aspen Associates, Inc   November 2013 - December 2014
Arthur J. Gallagher & Co.   October 2012 - October 2013
Avnet Technology Solutions  October 2008 - October 2013
Abbott Point of Care  May 2010 - September 2012
Dayton Superior  May 2012 - May 2012
Wells Fargo Advantage Funds   November 2009 - March 2010
Wood Ranch BBQ & Grill  August 2009 - September 2009
Abbott Pharmaceuticals, Diagnostics Division   April 2009 - June 2009
Astellas Pharma  February 2009 - March 2009

Skills
Cognos, TM1, Business Intelligence, SQL Server, SQL, HTML, Excel, OLAP, Programming, Business Intelligence..., Windows, Transformer, Java, Microsoft Office, Powerplay, Analysis Studio, Dimensional Modeling, Microsoft SQL Server, Oracle, Dashboard, ETL, Data Marts, Requirements Analysis, Data Modeling, Data Warehousing, Cognos ReportNet, Data Warehouse..., Crystal Reports, Informatica, Cubes, Data Integration, Business Analytics, SSRS, SSIS, PL/SQL, Teradata, DB2, Databases, T-SQL, Analysis

Education
University of Illinois at Chicago   2006 — 2008
BS in Computer Science, Engineering

Shivalik Public School

Erika Rosewell Erika Rosewell Portsmouth, New Hampshire Details
Erika Rosewell's Wells Fargo Advantage Funds Experience September 2007 - May 2014
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advantage Funds   September 2007 - May 2014
Evergreen Investments  September 2007 - May 2010

Education
Bryant University   2003 — 2007
Bachelor of Science (BS), Finance, General

Jim Durning Jim Durning Greater Boston Area Details
Jim Durning's Wells Fargo Advantage Funds Experience December 2014 - Present
Job Investment Writer at Wells Fargo Advantage Funds
Industry Investment Management
Experience
Wells Fargo Advantage Funds   December 2014 - Present
Pax World Management LLC  February 2013 - December 2014
Fidelity Management & Research Company  January 2012 - January 2013
Pyramis Global Advisors (Fidelity Investments)   2005 - 2012
Fidelity Investments  2000 - 2005
New England Funds, Nvest Services, CDC/Nvest (now Natixis)   1998 - 2000
440 Financial Group/The Shareholder Services Group/First Data Investor Services Group   1993 - 1998
State Mutual Life Assurance Company of America/Allmerica Financial   December 1979 - December 1993

Skills
Investments, Financial Services, Mutual Funds, Project Planning, Public Relations, Media Relations, Internal Communications, Series 7, Series 63, Asset Allocation, Securities, Retirement, Asset Managment, Competitive Analysis, Investment Strategies, Alternative Investments, Marketing Communications, Fixed Income, Equities, Marketing Strategy, Strategic Planning, Writing, Hedge Funds, Management, 401k, Marketing, Institutional..., Series 24, Asset Management

Education
University of Massachusetts Dartmouth   1975 — 1979
Bachelor of Arts, English

St. John's High School   1972 — 1975

Jennifer Pauling Jennifer Pauling Charlotte, North Carolina Area Details
Jennifer Pauling's Wells Fargo Advantage Funds Experience June 2011 - Present
Job Vice President, Relationship Manager at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds   June 2011 - Present
LPL Financial  July 2009 - June 2011
LPL Financial  February 2004 - May 2009
NCF Financial Services   2000 - 2005

Education
University of North Carolina at Chapel Hill   1996 — 2000
BA, Economics

Ahlam Grover Ahlam Grover Washington D.C. Metro Area Details
Ahlam Grover's Wells Fargo Advantage Funds Experience November 2004 - October 2006
Job Infinity Healthcare Solutions, LLC.
Industry Management Consulting
Experience
Infinity Healthcare Solutions LLC   May 2007 - Present
Wells Fargo Advantage Funds   November 2004 - October 2006
Marshall & Ilsley Trust   June 2000 - January 2003

Skills
Financial Reporting, Financial Analysis, Financial Modeling, Asset Management, Investments, Asset Managment, Process Improvement, Healthcare, Analysis, Strategic Planning, Business Analysis, Cross-functional Team..., Healthcare Information..., Operations Management, Business Process..., Finance

Education
Southern Methodist University - Cox School of Business   2009 — 2011
MBA, Finance

University of Wisconsin-Milwaukee
BS, Marketing and Business Administration

Casey Schiek Casey Schiek Chicago, Illinois Details
Casey Schiek's Wells Fargo Advantage Funds Experience January 2010 - April 2012
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  April 2012 - Present
Wells Fargo Advantage Funds   January 2010 - April 2012
Scott Walker Campaign 2010   2010 - 2010
AMERICAN IMMIGRATION REFORM   May 2008 - August 2008
THE GEORGE WASHINGTON UNIVERSITY  December 2006 - December 2007

Skills
Customer Relations, Research, Spanish, Excel, PowerPoint, Word, Microsoft Office, Finance, Microsoft Excel, Sales, Microsoft Word, Customer Service, Financial Analysis

Education
FINRA
Series 7 and 66

The George Washington University - School of Business   2005 — 2009
Bachelor of Business Administration, International Business and Marketing

IES BARCELONA   2008 — 2008

Catholic Memorial High School   2001 — 2005

St. Mary's Parish Hales Corners   1992 — 2001

Patrick LeBlanc Patrick LeBlanc Greater Pittsburgh Area Details
Patrick LeBlanc's Wells Fargo Advantage Funds Experience October 2006 - Present
Job Regional Director
Industry Financial Services
Experience
Wells Fargo Advantage Funds   October 2006 - Present
Evergreen Investments  2006 - 2009
Columbia Management  June 2003 - October 2006

Skills
Series 7, Series 65, Series 24, Mutual Funds, Sales, Series 63, Investments, Asset Allocation, Asset Management

Education
Hamilton College   1997 — 2001
BA, English Literature and Creative Writing

Keith Schlingheyde Keith Schlingheyde Greater New York City Area Details
Keith Schlingheyde's Wells Fargo Advantage Funds Experience January 2005 - 2014
Job VP, Regional Sales Manager at Astor Investment Management, LLC.
Industry Financial Services
Experience
Astor Investment Management  April 2015 - Present
Wells Fargo Advantage Funds   January 2005 - 2014
PIMCO Funds, and Strong Capital Management   December 1995 - January 2005

Skills
Mutual Funds, Series 63, Series 7, Investments, Asset Allocation, Alternative Investments, Public Speaking, Wealth Management, Retirement Planning, ETFs, Investment Strategies, Securities, Investment Advisory

Education
Marist College   1991 — 1995

Patrick Massey Patrick Massey Greater New York City Area Details
Patrick Massey's Wells Fargo Advantage Funds Experience February 2013 - June 2014
Job Internal Sales Consultant
Industry Investment Management
Experience
Morgan Stanley Investment Management  June 2014 - Present
Wells Fargo Advantage Funds   February 2013 - June 2014
Wells Fargo Advisors  December 2010 - February 2014

Education
Roger Williams University   2005 — 2009
Bachelor's degree

Michael Shanley Michael Shanley Greater Boston Area Details
Michael Shanley's Wells Fargo Advantage Funds Experience January 2010 - July 2010
Job John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  July 2011 - Present
John Hancock Financial Services  August 2010 - June 2011
Wells Fargo Advantage Funds   January 2010 - July 2010
Guardian/RS Funds   May 2007 - February 2009

Skills
Mutual Funds, Investments, Series 7, Series 63, Sales Presentations, Financial Services, Alternative Investments, Fixed Annuities, Variable Annuities, Business Development, Sales

Education
Stonehill College
B.S, Business/Marketing

Patricia Kremel Patricia Kremel Greater Milwaukee Area Details
Patricia Kremel's Wells Fargo Advantage Funds Experience September 2008 - October 2009
Job Portfolio Manager at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank  June 2011 - Present
M&I Bank  October 2009 - Present
Wells Fargo Advantage Funds   September 2008 - October 2009
Wells Fargo  2008 - 2009
Washington Mutual2004-2008   2008 - 2009
Washington Mutual  2004 - 2008
Blockbuster Video  January 2001 - January 2004
PartyLite Gifts, Inc  January 2001 - January 2003
Rexam Sussex   2003 - 2003
Blockbuster Video  January 2001 - January 2002

Education
Carroll University   1999 — 2003
Bachlor's, Business

Carroll University (formally Carroll College)
Bachelor Degree, Business Management/Accounting

University of Wisconsin
M.B.A, Management, Finance and Human Resources; 2007

Dustin Latham, CFA, CAIA Dustin Latham, CFA, CAIA Greater Boston Area Details
Dustin Latham, CFA, CAIA's Wells Fargo Advantage Funds Experience 2010 - 2011
Job at
Industry Financial Services
Experience
Realty Capital Securities  August 2015 - Present
Realty Capital Securities  August 2014 - July 2015
John Hancock  January 2013 - August 2014
John Hancock Funds  June 2011 - January 2013
Wells Fargo Advantage Funds   2010 - 2011
Putnam Investments  June 2008 - March 2009
American Satellite & Entertainment, Inc.   June 2004 - June 2008
Vector Marketing  June 2005 - September 2005

Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Investments, Equities, Asset Managment, Securities, Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Account Management, New Business Development, Customer Service, Hedge Funds, Asset Management

Education
Southern New Hampshire University   2009 — 2012
Masters, Finance

Southern New Hampshire University   2005 — 2009
B.S., International Business

Griffith University   2007 — 2007
Semester Abroad, International Business

MVHS

Julie Warren Julie Warren Greater Boston Area Details
Julie Warren's Wells Fargo Advantage Funds Experience March 2012 - March 2014
Job AVP, Area Sales Manager Financial Network at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2014 - Present
Wells Fargo Advantage Funds   March 2012 - March 2014
Fidelity Investments  May 2007 - March 2012
A.G. Edwards & Sons, Inc.   January 2005 - April 2007

Skills
Series 63, Investments, Series 7, Financial Analysis, Mutual Funds, Asset Allocation

Education
Isenberg School of Management, UMass Amherst   2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General

Bryant University   2000 — 2004
Bachelor of Science (BS), Finance

Seán T. García Seán T. García Boston, Massachusetts Details
Seán T. García's Wells Fargo Advantage Funds Experience January 2012 - April 2013
Job Customer Service Manager
Industry Health, Wellness and Fitness
Experience
Town Sports International  June 2013 - Present
Wells Fargo Advantage Funds   January 2012 - April 2013
Wells Fargo Advantage Funds   June 2010 - December 2011
Evergreen Investments  May 2008 - July 2010
Evergreen Investments  June 2007 - April 2008
Evergreen Investments  November 2005 - June 2007

Skills
Series 7, Series 66, Relationship Management, Money Market Funds, Mutual Funds, Investments, Financial Analysis, Fixed Income, Finance, Mergers & Acquisitions, Leadership, Strategy

Education
Austin College   2000 — 2004
BA, International Studies

Cathedral High School   1996 — 2000

Jonathan Hunter, AIF® Jonathan Hunter, AIF® Greater Boston Area Details
Jonathan Hunter, AIF®'s Wells Fargo Advantage Funds Experience May 2010 - March 2011
Job Business Development Specialist at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  August 2015 - Present
EntrepreneurShares, LLC   September 2014 - July 2015
John Hancock Investments  May 2013 - September 2014
John Hancock Investments  March 2011 - May 2013
Wells Fargo Advantage Funds   May 2010 - March 2011
UBS Wealth Management  June 2009 - August 2009

Skills
Series 7, Series 66, Wealth Management, Mutual Funds, Financial Advisory, Uniform Combined State..., Securities, Equities, Trading, Fixed Income, Portfolio Management, Retirement Planning, Alternative Investments

Education
Middlebury College   2006 — 2010
Bachelor of Arts, Biology, Economics

Stratton Mountain School   2001 — 2005

Brendan Burke, CRPC® Brendan Burke, CRPC® Greater Boston Area Details
Brendan Burke, CRPC®'s Wells Fargo Advantage Funds Experience August 2010 - February 2012
Job Internal Business Consultant at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments  February 2012 - Present
Wells Fargo Advantage Funds   August 2010 - February 2012
Putnam Investments  September 2009 - August 2010
Putnam Investments  January 2008 - September 2009
CareScout  October 2007 - January 2008

Skills
Mutual Funds, Series 7, Customer Service, Series 66, Management, Asset Allocation, Insurance, Series 63, Uniform Combined State..., Training, Series 6, Finance, Leadership, Marketing, Sales, Retirement

Education
Merrimack College   2003 — 2007
BA, Political Science, Minor Business and Religious Studies

Catholic Memorial High School   1999 — 2003
Diploma

Linda Dameron Linda Dameron San Francisco Bay Area Details
Linda Dameron's Wells Fargo Advantage Funds Experience 2006 - 2009
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Dameron Communications   March 2012 - Present
Wells Fargo Wealth Brokerage Retirement   March 2011 - November 2011
Wells Fargo Advantage Funds   2006 - 2009
Grey Direct Global Advertising   November 2003 - September 2005
Brann Worldwide Advertising (Now RSCG)   1997 - 2002

Skills
Copywriting, Public Relations, Marketing Communications, Marketing Strategy, Online Marketing

Education
FINRA Series Seven and 63 Securities Licenses

University of California, Santa Cruz
Bachelor of Arts

Bobby Kucera Bobby Kucera Greater Milwaukee Area Details
Bobby Kucera's Wells Fargo Advantage Funds Experience June 2011 - Present
Job Client Service Consultant
Industry Financial Services
Experience
Wells Fargo Advantage Funds   June 2011 - Present
Wells Fargo  August 2009 - June 2011

Education
Moraine Park Technical College   2007 — 2009
Web Page, Digital/Multimedia and Information Resources Design

Jeanne Thomas Jeanne Thomas San Francisco Bay Area Details
Jeanne Thomas's Wells Fargo Advantage Funds Experience December 2007 - May 2008
Job Design Director // Educator
Industry Graphic Design
Experience
FIDM (Fashion Institute of Design and Merchandising)   July 2013 - Present
Jeanne Thomas Graphic Design   September 2003 - Present
Wells Fargo Advantage Funds   December 2007 - May 2008
Discreet a division of Autodesk  December 2001 - June 2003
Macromedia  December 1999 - December 2001
Macromedia  1998 - 1999
Chitra Design   September 1996 - August 1998

Skills
Creative Direction, Corporate Branding, Adobe Creative Suite, Team Leadership, In-house Design, Management, Communication, Time Management, Software Packaging, Print, Conflict Resolution, Graphic Design, Organizational..., Strategic Thinking, Web Design, Personnel Management, Art Direction, Art, Interaction Design, Marketing, Strategy, Collateral, Typography, Packaging

Education
Concordia University-Portland   2014 — 2015
Master of Education (M.Ed.)

BVAC [Bay Area Video Coalition]   2013 — 2013
Web Design Certificate

Santa Rosa Junior College   1994 — 1997
Applied Graphics Certificate Program

California Institute of the Arts   1984 — 1987
BFA

Kimberly Tuska Kimberly Tuska Greater Milwaukee Area Details
Kimberly Tuska's Wells Fargo Advantage Funds Experience December 2013 - Present
Job EBusiness Consultant at Wells Fargo Advantage Funds
Industry Financial Services
Experience
Wells Fargo Advantage Funds   December 2013 - Present
American General Life Companies  1990 - 2012

Skills
Project Management, Email Marketing, Content Managed Websites, Analytic Problem Solving, Customer-focused Service, User Experience Testing

Education
Carroll College
Bachelor of Science (BS), Finance, General

Milwaukee Area Technical College

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