Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Employee
Years
Job
Industry
Habib Yaghoubi Habib Yaghoubi's Wells Fargo Advisors Experience June 1993 - August 2014
Job Managing Partner at SKY Consulting
Industry Financial Services
Experience
Sky Consulting October 2013 - Present
Wells Fargo Advisors June 1993 - August 2014
Sanwa International Bank, London , UK September 1990 - June 1993
Quotient PLC May 1983 - September 1990
Skills
Strategic Technology..., Project Application..., Software Development..., Product Development and..., Vendor Management, Enterprise Support ..., Application Development..., • Project Execution, IT Financial Management, ♦ IT Governance ..., ♦ M&A Diligence ..., Enterprise Risk..., Enterprise Content..., Strategy, Risk Management, Program Management, Financial Services, Portfolio Management, Management, Information Technology, Investment Banking, Leadership, Banking
Education
University of East London School of Architecture, Computing and Engineering 1978 — 1983
Bachelor's degree, Business and Computer Science, A
Tottenham College of Technology, London , UK 1976 — 1978
Computer Science & Applied Mathematics, Computer and Information Sciences and Support Services, A+
Sky Consulting October 2013 - Present
Wells Fargo Advisors June 1993 - August 2014
Sanwa International Bank, London , UK September 1990 - June 1993
Quotient PLC May 1983 - September 1990
Skills
Strategic Technology..., Project Application..., Software Development..., Product Development and..., Vendor Management, Enterprise Support ..., Application Development..., • Project Execution, IT Financial Management, ♦ IT Governance ..., ♦ M&A Diligence ..., Enterprise Risk..., Enterprise Content..., Strategy, Risk Management, Program Management, Financial Services, Portfolio Management, Management, Information Technology, Investment Banking, Leadership, Banking
Education
University of East London School of Architecture, Computing and Engineering 1978 — 1983
Bachelor's degree, Business and Computer Science, A
Tottenham College of Technology, London , UK 1976 — 1978
Computer Science & Applied Mathematics, Computer and Information Sciences and Support Services, A+
Jonathan Jauregui Jonathan Jauregui's Wells Fargo Advisors Experience May 2001 - August 2007
Job Sales Manager at Tricolor Auto Group
Industry Financial Services
Experience
Tricolor Auto Group, LLC July 2014 - Present
Hoffen Foundation 2014 - 2015
BBVA Compass March 2010 - April 2014
Wachovia, A Wells Fargo Company February 2008 - March 2010
Wells Fargo Advisors May 2001 - August 2007
Skills
Series 7, Series 66, General Lines Agent, Small Business Lending, Consumer Lending, Loans, Lines Of Credit, Mortgage Lending, Series 6, Series 63, Credit, Credit Analysis, Banking, Commercial Lending, Branch Management, Life & Health Insurance..., Cross Selling, Portfolio Management, Mutual Funds, Commercial Banking, Wealth Management, Home Equity Lines of..., Investments, Finance, Relationship Management, Loan Origination, Mortgage Banking, Branch Banking, Business Development, Retail Banking, Treasury Management, Leadership, Financial Services, Sales, Credit Risk, Cash Management, Management, Selling, Residential Mortgages, New Business Development, Risk Management, Coaching, CRM, Strategic Planning, Small Business, Loan Servicing, Customer Experience, Retail, Customer Retention, Sales Management
Education
Columbia College 2015 — 2017
Harvard ManageMentor 2010 — 2014
Leadership Development, Business/Corporate Communications
American InterContinental University 2002 — 2005
Business Management, Business, Management, Marketing, and Related Support Services
Tricolor Auto Group, LLC July 2014 - Present
Hoffen Foundation 2014 - 2015
BBVA Compass March 2010 - April 2014
Wachovia, A Wells Fargo Company February 2008 - March 2010
Wells Fargo Advisors May 2001 - August 2007
Skills
Series 7, Series 66, General Lines Agent, Small Business Lending, Consumer Lending, Loans, Lines Of Credit, Mortgage Lending, Series 6, Series 63, Credit, Credit Analysis, Banking, Commercial Lending, Branch Management, Life & Health Insurance..., Cross Selling, Portfolio Management, Mutual Funds, Commercial Banking, Wealth Management, Home Equity Lines of..., Investments, Finance, Relationship Management, Loan Origination, Mortgage Banking, Branch Banking, Business Development, Retail Banking, Treasury Management, Leadership, Financial Services, Sales, Credit Risk, Cash Management, Management, Selling, Residential Mortgages, New Business Development, Risk Management, Coaching, CRM, Strategic Planning, Small Business, Loan Servicing, Customer Experience, Retail, Customer Retention, Sales Management
Education
Columbia College 2015 — 2017
Harvard ManageMentor 2010 — 2014
Leadership Development, Business/Corporate Communications
American InterContinental University 2002 — 2005
Business Management, Business, Management, Marketing, and Related Support Services
Craig Wheeler Craig Wheeler's Wells Fargo Advisors Experience October 1998 - November 2011
Job Business Initiatives Manager
Industry Financial Services
Experience
Wells Fargo Wealth Management 2011 - Present
Wells Fargo Advisors October 1998 - November 2011
Skills
Investments, Banking, Management, Series 7, Wealth Management, Financial Services, Portfolio Management, Mutual Funds, Asset Management, Credit, Relationship Management, Securities, Financial Planning, Finance
Education
Abilene Christian University 1979 — 1982
Bachelor of Business Administration (B.B.A.)
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
Wells Fargo Wealth Management 2011 - Present
Wells Fargo Advisors October 1998 - November 2011
Skills
Investments, Banking, Management, Series 7, Wealth Management, Financial Services, Portfolio Management, Mutual Funds, Asset Management, Credit, Relationship Management, Securities, Financial Planning, Finance
Education
Abilene Christian University 1979 — 1982
Bachelor of Business Administration (B.B.A.)
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA)
Angela D. Carter Angela D. Carter's Wells Fargo Advisors Experience November 1992 - March 1998
Job Senior Business Analyst Team Lead at Fannie Mae
Industry Real Estate
Experience
Fannie Mae March 2015 - Present
National Urban League 2006 - July 2015
Fannie Mae September 2012 - March 2015
Fannie Mae May 2010 - September 2012
Fannie Mae June 2009 - May 2010
Saxon Mortgage, a division of Morgan Stanley September 2008 - June 2009
Freddie Mac February 2008 - September 2008
Freddie Mac August 2006 - February 2008
Freddie Mac March 1998 - August 2006
Wells Fargo Advisors November 1992 - March 1998
Skills
Loss Mitigation, Mortgage Lending, Default, Mortgage Servicing, Loan Servicing, Mortgage Banking, Loan Origination, FHA, Loans, Residential Mortgages, Mortgage Underwriting, Loan Modifications, Foreclosures, Credit, Underwriting, REO, Real Estate, Finance, Risk Management, Banking, Analysis, Portfolio Management, Real Estate Economics, Refinance, Asset Management, Investment Properties, Financial Services, Credit Analysis, Valuation, Financial Analysis, Executive Management, Credit Risk, Due Diligence, Appraisals, Budgets
Education
Amberton University 2004 — 2006
Master of Science in Human Relations & Business
Amberton University 2001 — 2004
Bachelor of Science in Human Relations & Business
Saint Elizabeth High School
Saint Louis Bertrand
Fannie Mae March 2015 - Present
National Urban League 2006 - July 2015
Fannie Mae September 2012 - March 2015
Fannie Mae May 2010 - September 2012
Fannie Mae June 2009 - May 2010
Saxon Mortgage, a division of Morgan Stanley September 2008 - June 2009
Freddie Mac February 2008 - September 2008
Freddie Mac August 2006 - February 2008
Freddie Mac March 1998 - August 2006
Wells Fargo Advisors November 1992 - March 1998
Skills
Loss Mitigation, Mortgage Lending, Default, Mortgage Servicing, Loan Servicing, Mortgage Banking, Loan Origination, FHA, Loans, Residential Mortgages, Mortgage Underwriting, Loan Modifications, Foreclosures, Credit, Underwriting, REO, Real Estate, Finance, Risk Management, Banking, Analysis, Portfolio Management, Real Estate Economics, Refinance, Asset Management, Investment Properties, Financial Services, Credit Analysis, Valuation, Financial Analysis, Executive Management, Credit Risk, Due Diligence, Appraisals, Budgets
Education
Amberton University 2004 — 2006
Master of Science in Human Relations & Business
Amberton University 2001 — 2004
Bachelor of Science in Human Relations & Business
Saint Elizabeth High School
Saint Louis Bertrand
Celeste Barham Celeste Barham's Wells Fargo Advisors Experience 2007 - Present
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2007 - Present
A.G.Edwards & Sons, Inc 1994 - 2007
Day, Berry & Howard LLP 1992 - 1994
Skills
Retirement Planning, Asset Management, Estate Planning...
Education
Adelphi University
Bachelor of Business Administration (B.B.A.), Accounting
Wells Fargo Advisors 2007 - Present
A.G.Edwards & Sons, Inc 1994 - 2007
Day, Berry & Howard LLP 1992 - 1994
Skills
Retirement Planning, Asset Management, Estate Planning...
Education
Adelphi University
Bachelor of Business Administration (B.B.A.), Accounting
Fiore Marino, MBA's Wells Fargo Advisors Experience February 2015 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors February 2015 - Present
JP Morgan Chase Bank N.A. October 2007 - May 2014
Waddell & Reed June 2006 - October 2007
Vision Nissan March 2001 - December 2005
Club Vacanze - Parmalat May 1995 - September 1995
Skills
Financial Analysis, Banking, Investments, Portfolio Management, Finance, Analysis, Business Planning, Management, Strategy, Financial Modeling, Corporate Finance, Valuation, Budgets, Sales, Risk Management, Credit, Sales Operations, Leadership
Education
Rochester Institute of Technology 2012 — 2013
Master of Business Administration (MBA) - E. Philip Sunders College of Business
Rochester Institute of Technology 2002 — 2006
Bachelors of Science, Management/Finance
Università 'Magna Graecia' di Catanzaro 1995 — 2000
Undergraduate Study, Business Administration
Wells Fargo Advisors February 2015 - Present
JP Morgan Chase Bank N.A. October 2007 - May 2014
Waddell & Reed June 2006 - October 2007
Vision Nissan March 2001 - December 2005
Club Vacanze - Parmalat May 1995 - September 1995
Skills
Financial Analysis, Banking, Investments, Portfolio Management, Finance, Analysis, Business Planning, Management, Strategy, Financial Modeling, Corporate Finance, Valuation, Budgets, Sales, Risk Management, Credit, Sales Operations, Leadership
Education
Rochester Institute of Technology 2012 — 2013
Master of Business Administration (MBA) - E. Philip Sunders College of Business
Rochester Institute of Technology 2002 — 2006
Bachelors of Science, Management/Finance
Università 'Magna Graecia' di Catanzaro 1995 — 2000
Undergraduate Study, Business Administration
Stephanie Hirche Stephanie Hirche's Wells Fargo Advisors Experience October 2008 - January 2013
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Columbia Bank July 2015 - Present
Wells Fargo January 2008 - July 2015
Wells Fargo Advisors October 2008 - January 2013
Morgan Stanley June 2006 - October 2008
Skills
Financial Analysis, Financial Modeling, Credit, Banking, Portfolio Management, Strategic Financial..., Finance, Credit Analysis, Loans, Investments, Valuation, Corporate Finance, Fixed Income, Wealth Management, Mutual Funds, Financial Planning, Customer Service, Team Building, Commercial Lending, Commercial Banking, Retail Banking, Mortgage Lending, Financial Services, Risk Management, Leadership, Public Speaking, Management, Financial Risk
Education
Southern Oregon University 2002 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Hochschule Harz 2004 — 2005
Bachelor of Arts (B.A.), International Finance
Columbia Bank July 2015 - Present
Wells Fargo January 2008 - July 2015
Wells Fargo Advisors October 2008 - January 2013
Morgan Stanley June 2006 - October 2008
Skills
Financial Analysis, Financial Modeling, Credit, Banking, Portfolio Management, Strategic Financial..., Finance, Credit Analysis, Loans, Investments, Valuation, Corporate Finance, Fixed Income, Wealth Management, Mutual Funds, Financial Planning, Customer Service, Team Building, Commercial Lending, Commercial Banking, Retail Banking, Mortgage Lending, Financial Services, Risk Management, Leadership, Public Speaking, Management, Financial Risk
Education
Southern Oregon University 2002 — 2006
Bachelor of Arts (BA), Business Administration and Management, General
Hochschule Harz 2004 — 2005
Bachelor of Arts (B.A.), International Finance
Pat Ingrassia CFP® Pat Ingrassia CFP®'s Wells Fargo Advisors Experience August 1997 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 1997 - Present
Merrill Lynch April 1990 - August 1997
Skills
Retirement Planning, Estate Planning, Uniform Combined State..., Series 7, College Education..., Financial Advisory, Finance, Asset Allocation, Mutual Funds, Series 65, Financial Planning, Investment Advisory, Retirement
Education
Long Island University, C.W. Post Campus 1980 — 1985
Master of Business Administration (MBA), Finance, General
Adelphi University 1975 — 1979
Bachelor of Business Administration (BBA), Finance
RJO
Wells Fargo Advisors August 1997 - Present
Merrill Lynch April 1990 - August 1997
Skills
Retirement Planning, Estate Planning, Uniform Combined State..., Series 7, College Education..., Financial Advisory, Finance, Asset Allocation, Mutual Funds, Series 65, Financial Planning, Investment Advisory, Retirement
Education
Long Island University, C.W. Post Campus 1980 — 1985
Master of Business Administration (MBA), Finance, General
Adelphi University 1975 — 1979
Bachelor of Business Administration (BBA), Finance
RJO
Bill Weldon's Wells Fargo Advisors Experience March 1992 - Present
Job Managing Director Investments Weldon Bragaw Orendorff Investment Strategies Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 1992 - Present
EF Hutton February 1980 - March 1992
Skills
Series 7, Series 63, Series 8, Investments, Portfolio Management, Equities, Fixed Income, Alternative Investments, Wealth Management, Asset Management, Asset Allocation, Financial Modeling, Capital Markets, Securities, Risk Management, Valuation, Investment Strategies, Mutual Funds, Relationship Management, Mentoring, Networking, Parenting
Education
Princeton University 1958 — 1962
Bachelor's degree, Chemical Engineering
American University
Graduate Studies in Finance
Wells Fargo Advisors March 1992 - Present
EF Hutton February 1980 - March 1992
Skills
Series 7, Series 63, Series 8, Investments, Portfolio Management, Equities, Fixed Income, Alternative Investments, Wealth Management, Asset Management, Asset Allocation, Financial Modeling, Capital Markets, Securities, Risk Management, Valuation, Investment Strategies, Mutual Funds, Relationship Management, Mentoring, Networking, Parenting
Education
Princeton University 1958 — 1962
Bachelor's degree, Chemical Engineering
American University
Graduate Studies in Finance
Jovan K. Banks's Wells Fargo Advisors Experience 2014 - Present
Job Wells Fargo Bank Business Advocate
Industry Banking
Experience
Wells Fargo Advisors 2014 - Present
Aflac March 2013 - Present
Aflac and National Agents Alliance March 2013 - Present
Sprint November 2011 - March 2013
Navy Federal Credit Union December 2006 - November 2011
Skills
Expert proficiency in..., Email Proficient in..., Experience in..., Ability to multi-task..., Analytical with..., Hardworking,energetic,re..., People oriented..., Exercise independent..., High Level Of..., Collaborate various..., Act as liaison between..., Experience using Time..., Typing ability 40 Words..., Ability adapt any type..., Maintaining high degree...
Education
Thomas A Edison High School 1998 — 2002
High School Diploma, Business, Management, Marketing, and Related Support Services, 12 Grade Graduate
Everest College-Everett 2012 — 2013
Homeland Security Specialist Diploma, Emergency Planning and Security Measures, 3.0
Wells Fargo Advisors 2014 - Present
Aflac March 2013 - Present
Aflac and National Agents Alliance March 2013 - Present
Sprint November 2011 - March 2013
Navy Federal Credit Union December 2006 - November 2011
Skills
Expert proficiency in..., Email Proficient in..., Experience in..., Ability to multi-task..., Analytical with..., Hardworking,energetic,re..., People oriented..., Exercise independent..., High Level Of..., Collaborate various..., Act as liaison between..., Experience using Time..., Typing ability 40 Words..., Ability adapt any type..., Maintaining high degree...
Education
Thomas A Edison High School 1998 — 2002
High School Diploma, Business, Management, Marketing, and Related Support Services, 12 Grade Graduate
Everest College-Everett 2012 — 2013
Homeland Security Specialist Diploma, Emergency Planning and Security Measures, 3.0
Bonnie Farnsworth Bonnie Farnsworth's Wells Fargo Advisors Experience February 2008 - April 2010
Job Medical Assistant
Industry Medical Practice
Experience
Renown Health March 2015 - Present
Automotive Heroes December 2013 - Present
Home Instead Senior Care July 2014 - March 2015
Fidelity Investments September 2012 - December 2013
Fidelity Investments October 2010 - September 2012
Wells Fargo advisors February 2008 - April 2010
Skills
Series 63, Uniform Combined State..., Securities, Investments, FINRA, Financial Services, Equities, Investment Strategies, Asset Managment, Series 65, Series 7
Education
Carrington College-Reno 2014 — 2015
Medical Assistant, Medical/Clinical Assistant
Renown Health March 2015 - Present
Automotive Heroes December 2013 - Present
Home Instead Senior Care July 2014 - March 2015
Fidelity Investments September 2012 - December 2013
Fidelity Investments October 2010 - September 2012
Wells Fargo advisors February 2008 - April 2010
Skills
Series 63, Uniform Combined State..., Securities, Investments, FINRA, Financial Services, Equities, Investment Strategies, Asset Managment, Series 65, Series 7
Education
Carrington College-Reno 2014 — 2015
Medical Assistant, Medical/Clinical Assistant
Whitney Burton Whitney Burton's Wells Fargo Advisors Experience September 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
First Citizens Bank and Trust Company, Inc. 2013 - 2014
First Citizens Bank and Trust Company, Inc. 2009 - 2012
Skills
Organizational..., Performance Management, Onboarding, Sales, Banking, Customer Service, Leadership, Management
Education
Anderson University (SC) 2004 — 2008
Bachelor's Degree, Industrial/Organizational Psychology
Western Kentucky University
Research Intern, Industrial/Organizational Psychology, Workplace Incivility
Wells Fargo Advisors September 2014 - Present
First Citizens Bank and Trust Company, Inc. 2013 - 2014
First Citizens Bank and Trust Company, Inc. 2009 - 2012
Skills
Organizational..., Performance Management, Onboarding, Sales, Banking, Customer Service, Leadership, Management
Education
Anderson University (SC) 2004 — 2008
Bachelor's Degree, Industrial/Organizational Psychology
Western Kentucky University
Research Intern, Industrial/Organizational Psychology, Workplace Incivility
S Victoria Barnes's Wells Fargo Advisors Experience October 2010 - June 2011
Job Founder & Certified Notary Signing Agent at Express Notaries
Industry Security and Investigations
Experience
Express Notaries May 2014 - Present
Wells Fargo Advisors October 2010 - June 2011
Real Estate eBroker Inc. California February 2008 - October 2010
United States Navy/Air Force June 2000 - April 2006
Skills
Business, Human Resources, Management, Federal Government, Military, Microsoft Office, Finance, Government, Policy, Employee Relations
Education
American Military University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
American Public University System 2009 — 2011
Bachelor of Arts (BA), Psychology
Express Notaries May 2014 - Present
Wells Fargo Advisors October 2010 - June 2011
Real Estate eBroker Inc. California February 2008 - October 2010
United States Navy/Air Force June 2000 - April 2006
Skills
Business, Human Resources, Management, Federal Government, Military, Microsoft Office, Finance, Government, Policy, Employee Relations
Education
American Military University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
American Public University System 2009 — 2011
Bachelor of Arts (BA), Psychology
Cherie Harris Cherie Harris's Wells Fargo Advisors Experience March 2013 - March 2014
Job Client Service Associate at The Wealth Advisory Group of DiLauro Wracher & Thomas
Industry Financial Services
Experience
The Wealth Advisory Group of DiLauro Wracher & Thomas March 2014 - Present
Wells Fargo Advisors March 2013 - March 2014
Edward Jones June 2004 - March 2013
Skills
Event Planning, Team Building, Fundraising, Investments, Mutual Funds, Securities, Bonds, 401k, Microsoft Excel, Microsoft Word, Trading, Relationship Management, Term Life Insurance, Long-term Care, Equities, Life Insurance, Long-term Customer..., Manage Client..., Manage client..., Databases, Database Administration, PowerPoint, Typing 65 W.P.M, Supply Ordering, Manage Correspondence, Marketing Strategy, Corporate Communications, Appointment Scheduling, Create SOP's, Mentoring New Hires, Employee Training, Client Billing, Payment Systems, Inventory Management, Handle Confidential..., Client Confidentiality, Exceeding Customer..., Coordinate Meetings, Coordinate Events, Non-profit Volunteer, Screen Communications, Highly detail oriented, Organizational..., Proprietary Software, Compliance, Highly Reliable, 10 Key, Project Management, Quality Management, Microsoft Outlook
Education
Ashford University 2009 — 2011
Bachelor's degree, Business Administration and Management, General
Fortis College-Ravenna 2006 — 2008
Associate's degree, Business Administration and Management, General
The Wealth Advisory Group of DiLauro Wracher & Thomas March 2014 - Present
Wells Fargo Advisors March 2013 - March 2014
Edward Jones June 2004 - March 2013
Skills
Event Planning, Team Building, Fundraising, Investments, Mutual Funds, Securities, Bonds, 401k, Microsoft Excel, Microsoft Word, Trading, Relationship Management, Term Life Insurance, Long-term Care, Equities, Life Insurance, Long-term Customer..., Manage Client..., Manage client..., Databases, Database Administration, PowerPoint, Typing 65 W.P.M, Supply Ordering, Manage Correspondence, Marketing Strategy, Corporate Communications, Appointment Scheduling, Create SOP's, Mentoring New Hires, Employee Training, Client Billing, Payment Systems, Inventory Management, Handle Confidential..., Client Confidentiality, Exceeding Customer..., Coordinate Meetings, Coordinate Events, Non-profit Volunteer, Screen Communications, Highly detail oriented, Organizational..., Proprietary Software, Compliance, Highly Reliable, 10 Key, Project Management, Quality Management, Microsoft Outlook
Education
Ashford University 2009 — 2011
Bachelor's degree, Business Administration and Management, General
Fortis College-Ravenna 2006 — 2008
Associate's degree, Business Administration and Management, General
Narmina Wood Narmina Wood's Wells Fargo Advisors Experience June 2013 - Present
Job Product Manager, Vice President, Consumer Credit Solutions
Industry Banking
Experience
Wells Fargo Advisors June 2013 - Present
Wells Fargo January 2011 - Present
Wells Fargo November 2008 - January 2011
Federal Home Loan Bank of Des Moines May 2001 - November 2008
International Federation of Red Cross and Red Crescent Societies January 2000 - August 2000
Pennzoil February 1997 - January 2000
Skills
Credit, Financial Services, Strategic Planning, Business Analysis, Vendor Management, Project Management, Product Management, Management, Relationship Management, Analytics, Portfolio Management, Program Management, Change Management, Marketing Strategy, Microsoft Office, Product Development, Competitive Analysis, New Business Development, Credit Cards, Project Planning, Business Strategy, Direct Marketing, Marketing Communications, Event Planning, Cross Selling, Marketing, Segmentation, Sales
Education
The University of Iowa 2003 — 2005
Master in Business Administration, Marketing/Finance
Drake University 2000 — 2001
Master of Public Administration (M.P.A.), Private Sector Management
Azerbaijan State University of Languages 1990 — 1995
Bachelor of Arts (B.A.), English Language, Teaching
Wells Fargo Advisors June 2013 - Present
Wells Fargo January 2011 - Present
Wells Fargo November 2008 - January 2011
Federal Home Loan Bank of Des Moines May 2001 - November 2008
International Federation of Red Cross and Red Crescent Societies January 2000 - August 2000
Pennzoil February 1997 - January 2000
Skills
Credit, Financial Services, Strategic Planning, Business Analysis, Vendor Management, Project Management, Product Management, Management, Relationship Management, Analytics, Portfolio Management, Program Management, Change Management, Marketing Strategy, Microsoft Office, Product Development, Competitive Analysis, New Business Development, Credit Cards, Project Planning, Business Strategy, Direct Marketing, Marketing Communications, Event Planning, Cross Selling, Marketing, Segmentation, Sales
Education
The University of Iowa 2003 — 2005
Master in Business Administration, Marketing/Finance
Drake University 2000 — 2001
Master of Public Administration (M.P.A.), Private Sector Management
Azerbaijan State University of Languages 1990 — 1995
Bachelor of Arts (B.A.), English Language, Teaching
Mona Arabshahi Mona Arabshahi's Wells Fargo Advisors Experience 2008 - Present
Job Private Banking
Industry Financial Services
Experience
Wells Fargo Advisors 2008 - Present
Wells Fargo Bank 2002 - Present
Skills
Investments, Insurance, Loans, FINRA, Banking, Credit, Financial Services, Retirement Planning, Relationship Management, Series 7
Education
Allameh Tabatabai University 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wells Fargo Advisors 2008 - Present
Wells Fargo Bank 2002 - Present
Skills
Investments, Insurance, Loans, FINRA, Banking, Credit, Financial Services, Retirement Planning, Relationship Management, Series 7
Education
Allameh Tabatabai University 1991 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Carolyn Reilly Kuks Carolyn Reilly Kuks's Wells Fargo Advisors Experience June 2013 - January 2014
Job People Helping People.
Industry Nonprofit Organization Management
Experience
Wells Fargo Advisors June 2013 - January 2014
Morgan Stanley Dean Witter April 2004 - July 2005
Lazard Freres & Co. July 1996 - December 2003
Colony Capital January 1994 - June 1996
Skills
Trading, Real Estate, Investments, Asset Management, Equities, Mutual Funds, Portfolio Management, Loans, Asset Managment, Wealth Management, Management, Retirement, Finance, Series 7, Financial Analysis, Alternative Investments, Customer Service, Strategic Planning
Education
Adelphi University 1988 — 1993
Bachelor's Degree, Business Management
Floral Park Memorial High School 1984 — 1988
High School, High School Diploma, Senior graduate
Our Lady of Victory 1975 — 1984
Business Administration and Management, General, K-8th
Wells Fargo Advisors June 2013 - January 2014
Morgan Stanley Dean Witter April 2004 - July 2005
Lazard Freres & Co. July 1996 - December 2003
Colony Capital January 1994 - June 1996
Skills
Trading, Real Estate, Investments, Asset Management, Equities, Mutual Funds, Portfolio Management, Loans, Asset Managment, Wealth Management, Management, Retirement, Finance, Series 7, Financial Analysis, Alternative Investments, Customer Service, Strategic Planning
Education
Adelphi University 1988 — 1993
Bachelor's Degree, Business Management
Floral Park Memorial High School 1984 — 1988
High School, High School Diploma, Senior graduate
Our Lady of Victory 1975 — 1984
Business Administration and Management, General, K-8th
Alexander Niu Alexander Niu's Wells Fargo Advisors Experience January 2014 - May 2014
Job Sales Engineer at Jinfonet Software
Industry Financial Services
Experience
Jinfonet Software September 2015 - Present
National Institutes of Health (Kelly Government Solutions) June 2014 - Present
American University September 2012 - Present
Wells Fargo Advisors January 2014 - May 2014
U.S. House of Representatives September 2012 - December 2012
Skills
Stata, Econometrics, Java, PowerPoint, Social Media, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, SharePoint, C++, Python, Sales, Business Development
Education
American University 2012 — 2016
Bachelor's degree, Computer Science
Granite Bay High School 2008 — 2012
High School Diploma
Jinfonet Software September 2015 - Present
National Institutes of Health (Kelly Government Solutions) June 2014 - Present
American University September 2012 - Present
Wells Fargo Advisors January 2014 - May 2014
U.S. House of Representatives September 2012 - December 2012
Skills
Stata, Econometrics, Java, PowerPoint, Social Media, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, SharePoint, C++, Python, Sales, Business Development
Education
American University 2012 — 2016
Bachelor's degree, Computer Science
Granite Bay High School 2008 — 2012
High School Diploma
Libby Yost's Wells Fargo Advisors Experience June 2014 - July 2014
Job Public Relations and The Plank Center Teams at Capstone Agency
Industry Marketing and Advertising
Experience
Capstone Agency August 2015 - Present
University of Alabama Student Recreation Center January 2015 - Present
Ranken Jordan Pediatric Bridge Hospital June 2015 - August 2015
Wells Fargo Advisors June 2014 - July 2014
Schnuck Markets, Inc. May 2014 - July 2014
Six Flags June 2013 - July 2013
Skills
Marketing, Social Media, Facebook, Social Media Marketing, Social Networking, Advertising, Sales, Blogging, Editing
Education
University of Alabama 2012 — 2016
Bachelor of Arts (BA) in Communication and Information Sciences, Advertising with Minor in General Business with focus on Marketing
Nagasaki University of Foreign Studies
Japanese Life, Language, and Culture
John Burroughs School 2006 — 2012
Capstone Agency August 2015 - Present
University of Alabama Student Recreation Center January 2015 - Present
Ranken Jordan Pediatric Bridge Hospital June 2015 - August 2015
Wells Fargo Advisors June 2014 - July 2014
Schnuck Markets, Inc. May 2014 - July 2014
Six Flags June 2013 - July 2013
Skills
Marketing, Social Media, Facebook, Social Media Marketing, Social Networking, Advertising, Sales, Blogging, Editing
Education
University of Alabama 2012 — 2016
Bachelor of Arts (BA) in Communication and Information Sciences, Advertising with Minor in General Business with focus on Marketing
Nagasaki University of Foreign Studies
Japanese Life, Language, and Culture
John Burroughs School 2006 — 2012
Bhuvanesan H Bhuvanesan H's Wells Fargo Advisors Experience December 2013 - Present
Job Test Planner/Test Lead at Wellsfargo Advisors
Industry Information Technology and Services
Experience
Infosys October 2014 - Present
Wells Fargo Advisors December 2013 - Present
Infosys March 2008 - September 2014
Fidelity Investments July 2012 - June 2013
GENPACT LLC May 2006 - February 2008
Skills
Testing, Manual Testing, Test Planning, Regression Testing, Test Cases, Performance Testing, User Acceptance Testing, Functional Testing, Data Warehousing, Project Management, Analysis, Quality Center
Education
Sri Chandrasekharendra Saraswathi Viswa Mahavidyalaya 2003 — 2006
Infosys October 2014 - Present
Wells Fargo Advisors December 2013 - Present
Infosys March 2008 - September 2014
Fidelity Investments July 2012 - June 2013
GENPACT LLC May 2006 - February 2008
Skills
Testing, Manual Testing, Test Planning, Regression Testing, Test Cases, Performance Testing, User Acceptance Testing, Functional Testing, Data Warehousing, Project Management, Analysis, Quality Center
Education
Sri Chandrasekharendra Saraswathi Viswa Mahavidyalaya 2003 — 2006
Bikash Dhakal's Wells Fargo Advisors Experience June 2012 - Present
Job Personal Banker & Customer Service and Sales Representative at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors June 2012 - Present
CAPI USA August 2012 - November 2012
Luthern Social Service June 2011 - May 2012
Skills
Sales, Series 7, Customer Service, Series 63, Banking, Marketing, Mortgage Lending, Mutual Funds, Credit, Relationship Management, Loans, Microsoft Excel
Education
College of Libral Arts - University of Minnesota, MN 2009 — 2012
Bachelor's degree, International Relation and Public Policy
CMR Institute Of Management Studies 2005 — 2008
Bachelor of Arts (BA), Communication and Media Studies
Wells Fargo Advisors June 2012 - Present
CAPI USA August 2012 - November 2012
Luthern Social Service June 2011 - May 2012
Skills
Sales, Series 7, Customer Service, Series 63, Banking, Marketing, Mortgage Lending, Mutual Funds, Credit, Relationship Management, Loans, Microsoft Excel
Education
College of Libral Arts - University of Minnesota, MN 2009 — 2012
Bachelor's degree, International Relation and Public Policy
CMR Institute Of Management Studies 2005 — 2008
Bachelor of Arts (BA), Communication and Media Studies
Sanna Jabang, M.B.A Sanna Jabang, M.B.A's Wells Fargo Advisors Experience April 2013 - January 2014
Job Operations Support Analyst II at Center for Disease Control/HP/Flexion Inc.
Industry Information Technology and Services
Experience
Center for Disease Control/HP/Flexion Inc. April 2014 - Present
Wells Fargo Advisors April 2013 - January 2014
Kemper Home Services January 2013 - April 2013
Monsanto January 2012 - November 2012
Monsanto January 2011 - June 2011
Skills
Technical Skills:..., System Software: SQL,..., Application Software:..., Packaged Products: SQL..., Personal Skills:Time..., SQL, Java, Linux, Microsoft Office, Project Management
Education
Alabama Agricultural and Mechanical University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Alabama Agricultural and Mechanical University 2005 — 2009
Master of Science (MS), Agribusiness Management
Alabama Agricultural and Mechanical University 2000 — 2004
Bachelor of Science (BS), Business Administration with concentration in Management Information Systems
Center for Disease Control/HP/Flexion Inc. April 2014 - Present
Wells Fargo Advisors April 2013 - January 2014
Kemper Home Services January 2013 - April 2013
Monsanto January 2012 - November 2012
Monsanto January 2011 - June 2011
Skills
Technical Skills:..., System Software: SQL,..., Application Software:..., Packaged Products: SQL..., Personal Skills:Time..., SQL, Java, Linux, Microsoft Office, Project Management
Education
Alabama Agricultural and Mechanical University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Alabama Agricultural and Mechanical University 2005 — 2009
Master of Science (MS), Agribusiness Management
Alabama Agricultural and Mechanical University 2000 — 2004
Bachelor of Science (BS), Business Administration with concentration in Management Information Systems
Steve Cernak's Wells Fargo Advisors Experience September 2012 - October 2013
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC July 2015 - Present
ProShares ETFs November 2013 - July 2015
Wells Fargo Advisors September 2012 - October 2013
AECOM December 2010 - May 2012
AECOM Libya August 2009 - December 2010
Skills
Valuation, Business Development, Customer Service, Interviews, Procurement, Contract Management, Finance, Project Planning, Program Management, Strategy, Microsoft Excel, Analysis, Risk Management, Budgets, Contract Negotiation
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance, Finance
American University 2002 — 2005
BA, Economics, International Relations
PNC July 2015 - Present
ProShares ETFs November 2013 - July 2015
Wells Fargo Advisors September 2012 - October 2013
AECOM December 2010 - May 2012
AECOM Libya August 2009 - December 2010
Skills
Valuation, Business Development, Customer Service, Interviews, Procurement, Contract Management, Finance, Project Planning, Program Management, Strategy, Microsoft Excel, Analysis, Risk Management, Budgets, Contract Negotiation
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Master of Finance, Finance
American University 2002 — 2005
BA, Economics, International Relations
David A. Taylor's Wells Fargo Advisors Experience November 2012 - May 2014
Job IT Service Desk & Process Improvement Analyst
Industry Information Technology and Services
Experience
HCA April 2014 - Present
Wells Fargo Advisors November 2012 - May 2014
Velocity Micro, Inc. July 2010 - October 2012
Velocity Micro, Inc. January 2008 - July 2010
Velocity Micro, Inc. March 2007 - January 2008
Circuit City Corporation October 2006 - December 2006
McCandlish Holton, PC July 2006 - October 2006
Net-Change.com January 2004 - August 2004
Business Intelligence Group, Inc February 2003 - December 2003
Carolina Computers and Communications January 2002 - February 2003
Skills
Troubleshooting, Help Desk Support, Hardware Support, Windows Vista, Windows, Windows 7, Computer Repair, XP, Software Installation, Technical Support, Microsoft Word, Microsoft Excel, CSS, Microsoft Office 2007, Office 2010, Desktop Computers, Process Improvement, Antivirus, HTML, Tablets, Computer Hardware, TCP/IP, System Administration, Operating Systems, Hardware, Printers, Laptops, Workstations, Norton Ghost, BMC Remedy, Networking, Databases, Android, Call Centers, Computer Hardware..., Remote Desktop, Technical Writing, Management, Web Design, Windows XP Pro, Hardware Installation, CRM, Wireless Networking, Servers, Routers, Windows Server, Integration, Customer Support, Active Directory, Windows XP
Education
Liberty University 2008 — 2014
BS, Management Information Systems
Mid-Atlantic Christian University 1988 — 1993
Associates, Bible
HCA April 2014 - Present
Wells Fargo Advisors November 2012 - May 2014
Velocity Micro, Inc. July 2010 - October 2012
Velocity Micro, Inc. January 2008 - July 2010
Velocity Micro, Inc. March 2007 - January 2008
Circuit City Corporation October 2006 - December 2006
McCandlish Holton, PC July 2006 - October 2006
Net-Change.com January 2004 - August 2004
Business Intelligence Group, Inc February 2003 - December 2003
Carolina Computers and Communications January 2002 - February 2003
Skills
Troubleshooting, Help Desk Support, Hardware Support, Windows Vista, Windows, Windows 7, Computer Repair, XP, Software Installation, Technical Support, Microsoft Word, Microsoft Excel, CSS, Microsoft Office 2007, Office 2010, Desktop Computers, Process Improvement, Antivirus, HTML, Tablets, Computer Hardware, TCP/IP, System Administration, Operating Systems, Hardware, Printers, Laptops, Workstations, Norton Ghost, BMC Remedy, Networking, Databases, Android, Call Centers, Computer Hardware..., Remote Desktop, Technical Writing, Management, Web Design, Windows XP Pro, Hardware Installation, CRM, Wireless Networking, Servers, Routers, Windows Server, Integration, Customer Support, Active Directory, Windows XP
Education
Liberty University 2008 — 2014
BS, Management Information Systems
Mid-Atlantic Christian University 1988 — 1993
Associates, Bible
James Platzer James Platzer's Wells Fargo Advisors Experience April 1999 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 1999 - Present
A.G. Edwards & Sons, Inc. 1999 - 2009
Merrill Lynch 1996 - 1999
Indepth Bond News January 1993 - March 1996
Research Information Services June 1990 - April 1993
Skills
Retirement Planning, Securities, Finance, Investments, Financial Advisory, Mutual Funds, Strategic Planning, Management, Research, Economics, Leadership, Asset Management, Insurance, Financial Analysis, Customer Service, Risk Management
Education
American University 1986 — 1990
BA, Economic Theory
American University - Kogod School of Business 1986 — 1990
BA, Economic Theory
Wells Fargo Advisors April 1999 - Present
A.G. Edwards & Sons, Inc. 1999 - 2009
Merrill Lynch 1996 - 1999
Indepth Bond News January 1993 - March 1996
Research Information Services June 1990 - April 1993
Skills
Retirement Planning, Securities, Finance, Investments, Financial Advisory, Mutual Funds, Strategic Planning, Management, Research, Economics, Leadership, Asset Management, Insurance, Financial Analysis, Customer Service, Risk Management
Education
American University 1986 — 1990
BA, Economic Theory
American University - Kogod School of Business 1986 — 1990
BA, Economic Theory
Elsa Strong Elsa Strong's Wells Fargo Advisors Experience August 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Skills
Small Business, Sales, Marketing, Customer Service, Entrepreneurship
Education
Allegheny College 1977 — 1981
Bachelor of Arts, Psychology
North Eastern Institute of Whole Health 2004 — 2005
Certificate in Massage Therapy, Massage Therapy
Laird Institute of Spa Therapy 2008 — 2009
Certificate in Esthetics, Advanced Skin Care
Wells Fargo Advisors August 2014 - Present
Skills
Small Business, Sales, Marketing, Customer Service, Entrepreneurship
Education
Allegheny College 1977 — 1981
Bachelor of Arts, Psychology
North Eastern Institute of Whole Health 2004 — 2005
Certificate in Massage Therapy, Massage Therapy
Laird Institute of Spa Therapy 2008 — 2009
Certificate in Esthetics, Advanced Skin Care
Gowri Vallaban Panneer Selvam Gowri Vallaban Panneer Selvam's Wells Fargo Advisors Experience January 2013 - September 2013
Job
Industry Computer Software
Experience
JPMorgan Chase & Co. 2014 - Present
Wipro 2013 - 2014
Wells Fargo Advisors January 2013 - September 2013
JPMorgan Chase November 2012 - January 2013
Cognizant Technology Solutions June 2006 - December 2012
UBS Wealth Management May 2011 - October 2012
JP Morgan 2006 - May 2011
Cognizant Technology Solutions June 2006 - September 2010
Education
Anna University 2002 — 2006
Bachelor's Degree, Production Engineering
JPMorgan Chase & Co. 2014 - Present
Wipro 2013 - 2014
Wells Fargo Advisors January 2013 - September 2013
JPMorgan Chase November 2012 - January 2013
Cognizant Technology Solutions June 2006 - December 2012
UBS Wealth Management May 2011 - October 2012
JP Morgan 2006 - May 2011
Cognizant Technology Solutions June 2006 - September 2010
Education
Anna University 2002 — 2006
Bachelor's Degree, Production Engineering
Steven Ensor's Wells Fargo Advisors Experience October 2011 - March 2012
Job Investments
Industry Oil & Energy
Experience
Nikki's Swirl Shoppe January 2015 - Present
Self Employed July 2014 - Present
Prensorus Energy, LLC April 2012 - July 2014
Yakka April 2012 - July 2014
Josh Ensor Agency March 2012 - May 2012
Wells Fargo Advisors October 2011 - March 2012
Plan Ahead, Inc. August 2010 - October 2011
Skills
Investments, Finance, Microsoft Excel, Energy Industry, Asset Management, Psychology, Asset Allocation, Acquisitions, Financial Modeling, Joint Ventures, Project Finance, Business Efficiency, Investment Decisions, Return on Investment..., Technology Integration, Options Strategies, Poker, Strategic Financial..., Valuation, Financial Analysis, Portfolio Management, Real Estate, Energy, Automation, Investment Strategies, Natural Gas, WolfePak, Computer Automation, Due Diligence, Customer Service, Contract Negotiation, Financial Planning
Education
Abilene Christian University 2007 — 2009
Bachelor's degree, Psychology
Texas Tech University 2005 — 2007
Bachelor's degree, Psychology
Wylie
Nikki's Swirl Shoppe January 2015 - Present
Self Employed July 2014 - Present
Prensorus Energy, LLC April 2012 - July 2014
Yakka April 2012 - July 2014
Josh Ensor Agency March 2012 - May 2012
Wells Fargo Advisors October 2011 - March 2012
Plan Ahead, Inc. August 2010 - October 2011
Skills
Investments, Finance, Microsoft Excel, Energy Industry, Asset Management, Psychology, Asset Allocation, Acquisitions, Financial Modeling, Joint Ventures, Project Finance, Business Efficiency, Investment Decisions, Return on Investment..., Technology Integration, Options Strategies, Poker, Strategic Financial..., Valuation, Financial Analysis, Portfolio Management, Real Estate, Energy, Automation, Investment Strategies, Natural Gas, WolfePak, Computer Automation, Due Diligence, Customer Service, Contract Negotiation, Financial Planning
Education
Abilene Christian University 2007 — 2009
Bachelor's degree, Psychology
Texas Tech University 2005 — 2007
Bachelor's degree, Psychology
Wylie
Tamika S. White's Wells Fargo Advisors Experience September 2015 - Present
Job Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2015 - Present
Wells Fargo January 2014 - September 2014
Wells Fargo Advisors November 2011 - January 2014
Wells Fargo Advisors, LLC May 2008 - November 2010
Strayer University November 2007 - May 2008
Wachovia Securities, LLC February 2005 - November 2007
Skills
Series 7, Financial Analysis, Portfolio Management, Financial Services, Mutual Funds, Relationship Management, Banking, Marketing, Securities, Wealth Management, Management, Leadership, Process Improvement, Finance, Analysis
Education
American InterContinental University 2005 — 2007
BSB
Wells Fargo Advisors September 2015 - Present
Wells Fargo January 2014 - September 2014
Wells Fargo Advisors November 2011 - January 2014
Wells Fargo Advisors, LLC May 2008 - November 2010
Strayer University November 2007 - May 2008
Wachovia Securities, LLC February 2005 - November 2007
Skills
Series 7, Financial Analysis, Portfolio Management, Financial Services, Mutual Funds, Relationship Management, Banking, Marketing, Securities, Wealth Management, Management, Leadership, Process Improvement, Finance, Analysis
Education
American InterContinental University 2005 — 2007
BSB
Joanna H Ferguson CRPC Joanna H Ferguson CRPC's Wells Fargo Advisors Experience September 2008 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2008 - Present
KeyBank March 2001 - June 2008
Community Bank, N.A. January 1999 - March 2001
Riggs Bank NA October 1996 - November 1999
Riggs Bank NA 1996 - 1997
Skills
Retirement Planning, Investments, Financial Advisory, Mutual Funds, Long Term Care Insurance
Education
Bowling Green State University 1992 — 1994
MA, French
Allegheny College 1987 — 1991
BA, French History
Wells Fargo Advisors September 2008 - Present
KeyBank March 2001 - June 2008
Community Bank, N.A. January 1999 - March 2001
Riggs Bank NA October 1996 - November 1999
Riggs Bank NA 1996 - 1997
Skills
Retirement Planning, Investments, Financial Advisory, Mutual Funds, Long Term Care Insurance
Education
Bowling Green State University 1992 — 1994
MA, French
Allegheny College 1987 — 1991
BA, French History
Ann-Marie (Iovino) Breslin Ann-Marie (Iovino) Breslin's Wells Fargo Advisors Experience September 2013 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
The Alpert Group at Morgan Stanley September 2007 - September 2013
Morgan Stanley May 2010 - January 2012
Smith Barney May 2005 - September 2007
Skills
Retirement Planning, Financial Services, Retirement, 401k, Asset Allocation, IRAs, Mutual Funds, 529 Plans, Securities, Investments
Education
Adelphi University
Finance
east meadow high school
Wells Fargo Advisors September 2013 - Present
The Alpert Group at Morgan Stanley September 2007 - September 2013
Morgan Stanley May 2010 - January 2012
Smith Barney May 2005 - September 2007
Skills
Retirement Planning, Financial Services, Retirement, 401k, Asset Allocation, IRAs, Mutual Funds, 529 Plans, Securities, Investments
Education
Adelphi University
Finance
east meadow high school
Alan Chen Alan Chen's Wells Fargo Advisors Experience September 2001 - May 2005
Job Director of Business Development at CKGSB: Cheung Kong Graduate School of Business
Industry Education Management
Experience
CKGSB: Cheung Kong Graduate School of Business May 2014 - Present
Columbia Business School February 2008 - January 2013
Far East National Bank May 2005 - December 2007
Wells Fargo Advisors September 2001 - May 2005
Skills
Establish & Maintain..., Business Development, Customer Service, Compliance, Consulting, Classroom, Digital Strategy, E-Learning, Hospitality Management, Hospitality Industry, Invoicing, International Sales, Interviews, Key Account Management, Loans, Project Management, Social Media, Negotiation, Nonprofits, Contract Negotiation, Social Networking, Networking, Organization, Office Management, Office Administration, Small Business, Strategic Partnerships, Strategic Planning, Tourism, Vendor Management, Volunteer Management, Program Management, Management, Entrepreneurship, Investments, Emerging Markets, Microsoft Office
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia University in the City of New York 2009 — 2012
Master of Science (MS), Negotiations and Conflict Resolution
University of Southern California 2001 — 2005
Bachelor's degree, International Relations and Affairs
EMBA-Global Asia - Columbia Business School, London Business School, The University of Hong Kong
Master of Business Administration
CKGSB: Cheung Kong Graduate School of Business May 2014 - Present
Columbia Business School February 2008 - January 2013
Far East National Bank May 2005 - December 2007
Wells Fargo Advisors September 2001 - May 2005
Skills
Establish & Maintain..., Business Development, Customer Service, Compliance, Consulting, Classroom, Digital Strategy, E-Learning, Hospitality Management, Hospitality Industry, Invoicing, International Sales, Interviews, Key Account Management, Loans, Project Management, Social Media, Negotiation, Nonprofits, Contract Negotiation, Social Networking, Networking, Organization, Office Management, Office Administration, Small Business, Strategic Partnerships, Strategic Planning, Tourism, Vendor Management, Volunteer Management, Program Management, Management, Entrepreneurship, Investments, Emerging Markets, Microsoft Office
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Columbia University in the City of New York 2009 — 2012
Master of Science (MS), Negotiations and Conflict Resolution
University of Southern California 2001 — 2005
Bachelor's degree, International Relations and Affairs
EMBA-Global Asia - Columbia Business School, London Business School, The University of Hong Kong
Master of Business Administration
Daniel Mulhern Daniel Mulhern's Wells Fargo Advisors Experience February 2014 - April 2014
Job Business Supplies and Equipment Professional
Industry Business Supplies and Equipment
Experience
Wells Fargo Advisors February 2014 - April 2014
Canon, Inc. 2009 - 2013
Home Depot 2007 - 2008
VSA arts 1997 - 2000
VSA arts 1997 - 2000
Skills
Document Imaging, Document Management, Scanners, Customer Service, Printers, Customer Satisfaction, Office Equipment, Inventory Management
Education
Anne Arundel Community College 1993 — 1995
Associate of Arts (AA)
Bowie High School 1989 — 1993
High School Diploma
Wells Fargo Advisors February 2014 - April 2014
Canon, Inc. 2009 - 2013
Home Depot 2007 - 2008
VSA arts 1997 - 2000
VSA arts 1997 - 2000
Skills
Document Imaging, Document Management, Scanners, Customer Service, Printers, Customer Satisfaction, Office Equipment, Inventory Management
Education
Anne Arundel Community College 1993 — 1995
Associate of Arts (AA)
Bowie High School 1989 — 1993
High School Diploma
Mitchell Lerner Mitchell Lerner's Wells Fargo Advisors Experience February 2006 - Present
Job Vice President Investments, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2006 - Present
UBS February 2000 - February 2006
Smith Barney Financial Services January 1995 - February 2000
Skills
Financial Advisory, Time Management, Management, Financial Analysis, Retirement, Financial Modeling, Investment Strategies, Capital Markets, Risk Management, Commercial Lending, Insurance, Bonds
Education
American University, Washington College of Law 1982 — 1995
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1977 — 1979
Wells Fargo Advisors February 2006 - Present
UBS February 2000 - February 2006
Smith Barney Financial Services January 1995 - February 2000
Skills
Financial Advisory, Time Management, Management, Financial Analysis, Retirement, Financial Modeling, Investment Strategies, Capital Markets, Risk Management, Commercial Lending, Insurance, Bonds
Education
American University, Washington College of Law 1982 — 1995
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1977 — 1979
Christopher Penrod Christopher Penrod's Wells Fargo Advisors Experience May 2013 - April 2014
Job Director, FA Talent Acquisition Military at Edward Jones
Industry Investment Management
Experience
Edward Jones April 2014 - Present
Wells Fargo Advisors May 2013 - April 2014
United States Air Force October 2012 - March 2013
NATO Air Training Command-Afghanistan September 2011 - September 2012
HQ Air Mobilty Command March 2010 - August 2011
USAF April 2008 - February 2010
USAF June 2006 - March 2008
usaf November 2004 - May 2006
usaf October 1989 - October 2004
Skills
Project Management, Change Management, Human Resources, Problem Solving, Organizational Design, Strategic Planning, Staff Management, Strategic Communications, Workforce Development, Process Improvement, Customer Service Systems, Leadership, Value Stream Mapping, Learning Organizations, Organizational..., Security Clearance, Readiness, Interagency Coordination, Organizational..., Air Force, Military, DoD, Six Sigma, Management, Security, Information Assurance, Military Operations, Force Protection, National Security, Personnel Management, Defense, Organizational..., Project Planning, Strategy, Military Experience, Government
Education
American Public University System 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.895
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science (B.S.), Industrial Technology/Technician, 3.89
Communtiy College of the Air Force 1995 — 1999
Associate of Arts and Sciences (AAS), Airframe Mechanics and Aircraft Maintenance Technology/Technician, n/a
Edward Jones April 2014 - Present
Wells Fargo Advisors May 2013 - April 2014
United States Air Force October 2012 - March 2013
NATO Air Training Command-Afghanistan September 2011 - September 2012
HQ Air Mobilty Command March 2010 - August 2011
USAF April 2008 - February 2010
USAF June 2006 - March 2008
usaf November 2004 - May 2006
usaf October 1989 - October 2004
Skills
Project Management, Change Management, Human Resources, Problem Solving, Organizational Design, Strategic Planning, Staff Management, Strategic Communications, Workforce Development, Process Improvement, Customer Service Systems, Leadership, Value Stream Mapping, Learning Organizations, Organizational..., Security Clearance, Readiness, Interagency Coordination, Organizational..., Air Force, Military, DoD, Six Sigma, Management, Security, Information Assurance, Military Operations, Force Protection, National Security, Personnel Management, Defense, Organizational..., Project Planning, Strategy, Military Experience, Government
Education
American Public University System 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General, 3.895
Southern Illinois University, Carbondale 2000 — 2002
Bachelor of Science (B.S.), Industrial Technology/Technician, 3.89
Communtiy College of the Air Force 1995 — 1999
Associate of Arts and Sciences (AAS), Airframe Mechanics and Aircraft Maintenance Technology/Technician, n/a
Joharnadh Sunkavalli Joharnadh Sunkavalli's Wells Fargo Advisors Experience January 2010 - January 2011
Job Agile QA Lead at Osprey Software Development
Industry Information Technology and Services
Experience
Osprey Software Development January 2013 - Present
Vertex Pharmaceuticals August 2011 - December 2012
CVS Caremark Corporation January 2011 - July 2011
Wells Fargo Advisors January 2010 - January 2011
CIGNA Healthcare February 2008 - January 2010
Skills
QA Automation, QTP, Quality Center, Test Automation, User Acceptance Testing, Oracle, Regression Testing, Manual Testing, Test Planning, Test Execution, OBIEE, SoapUI, Oracle E-Business Suite, Oracle Applications, SDLC, Toad, Requirements Analysis, Test Cases, SQL, Defect Tracking, Test Management, Test Strategy, JIRA, SAP, Software Quality..., Agile Methodolgy, TFS, Automation, Quality Assurance, ETL, Requirements Gathering, Business Requirements, Scrum, System Testing, HP QTP, HP Quality Center, Agile Methodologies
Education
University of Madras 2000 — 2003
Masters, In Computer Scince
Andhra University 1997 — 2000
Bachelors, Computer Scince
Osprey Software Development January 2013 - Present
Vertex Pharmaceuticals August 2011 - December 2012
CVS Caremark Corporation January 2011 - July 2011
Wells Fargo Advisors January 2010 - January 2011
CIGNA Healthcare February 2008 - January 2010
Skills
QA Automation, QTP, Quality Center, Test Automation, User Acceptance Testing, Oracle, Regression Testing, Manual Testing, Test Planning, Test Execution, OBIEE, SoapUI, Oracle E-Business Suite, Oracle Applications, SDLC, Toad, Requirements Analysis, Test Cases, SQL, Defect Tracking, Test Management, Test Strategy, JIRA, SAP, Software Quality..., Agile Methodolgy, TFS, Automation, Quality Assurance, ETL, Requirements Gathering, Business Requirements, Scrum, System Testing, HP QTP, HP Quality Center, Agile Methodologies
Education
University of Madras 2000 — 2003
Masters, In Computer Scince
Andhra University 1997 — 2000
Bachelors, Computer Scince
Thomas Koller, CRCM Thomas Koller, CRCM's Wells Fargo Advisors Experience August 2004 - January 2006
Job Manager, Regulatory Compliance and Risk Management Services
Industry Financial Services
Experience
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen September 2011 - November 2013
PNC June 2010 - September 2011
PNC Investments August 2009 - January 2011
National City Bank 2006 - 2009
Wells Fargo Advisors August 2004 - January 2006
Weaver Ridge 1998 - 2006
Weaver Ridge 1998 - 2006
Skills
Bank Secrecy Act, ACH, Regulatory Compliance, Fair Lending, Auditing, Mortgage Lending, Mortgage Underwriting, Trust, Retail Banking, Bank Management, Investment Management, Credit Risk, Quality Auditing, Fiduciary Services, Trust Services, Anti Money Laundering, FCRA, FACTA, Fiduciary, FinCEN, OFAC, Suspicious Activity..., Risk Assessment, Training, Regulations, Banking, Financial Services, Series 7, Mutual Funds, Loans, Consumer Lending, Wealth Management, Financial Institutions, Finance, AML, Risk Management, Credit, Due Diligence
Education
Cannon Institute of Higher Learning 2012 — 2012
Trust Audit, Compliance & Risk Management I, Trust Audit & Risk Management
Eastern Illinois University 2002 — 2006
Bachelors of Science, Finance, Economics, 3.67
Peoria Notre Dame High School 1998 — 2002
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen September 2011 - November 2013
PNC June 2010 - September 2011
PNC Investments August 2009 - January 2011
National City Bank 2006 - 2009
Wells Fargo Advisors August 2004 - January 2006
Weaver Ridge 1998 - 2006
Weaver Ridge 1998 - 2006
Skills
Bank Secrecy Act, ACH, Regulatory Compliance, Fair Lending, Auditing, Mortgage Lending, Mortgage Underwriting, Trust, Retail Banking, Bank Management, Investment Management, Credit Risk, Quality Auditing, Fiduciary Services, Trust Services, Anti Money Laundering, FCRA, FACTA, Fiduciary, FinCEN, OFAC, Suspicious Activity..., Risk Assessment, Training, Regulations, Banking, Financial Services, Series 7, Mutual Funds, Loans, Consumer Lending, Wealth Management, Financial Institutions, Finance, AML, Risk Management, Credit, Due Diligence
Education
Cannon Institute of Higher Learning 2012 — 2012
Trust Audit, Compliance & Risk Management I, Trust Audit & Risk Management
Eastern Illinois University 2002 — 2006
Bachelors of Science, Finance, Economics, 3.67
Peoria Notre Dame High School 1998 — 2002
Mary Margaret Cooke Mary Margaret Cooke's Wells Fargo Advisors Experience November 2012 - Present
Job Regional Branch Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Harbor Light Securities, LLC Harbor Light Investment Advisors, LLC August 2011 - October 2012
AIG Advisor Group June 2010 - July 2011
Piedmont Financial, LLC a General Agency of Massmutual Life Insurance Co. (MassMutual) May 2009 - May 2010
Lincoln Financial Advisors May 2008 - May 2009
SunTrust Investment Services, Inc. March 2003 - May 2007
Financial Industry Regulatory Authority May 2000 - October 2002
Banc of America Investments November 1986 - December 1999
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investments, Fixed Annuities, Investment Advisory, Uniform Combined State..., Wealth Management, Equities, Insurance, AML, Retirement Planning, Risk Management, Asset Managment, Financial Services, Options, Portfolio Management, Fixed Income, Alternative Investments, 401k, Asset Allocation, Financial Risk, Trading, Investment Management, Life Insurance, KYC, IRAs, Investment Strategies, Securities, Financial Advisory, Banking
Education
Agnes Scott College 1982 — 1986
BA, Mathematics
Arlington Schools 1978 — 1982
Woodward Academy
Wells Fargo Advisors November 2012 - Present
Harbor Light Securities, LLC Harbor Light Investment Advisors, LLC August 2011 - October 2012
AIG Advisor Group June 2010 - July 2011
Piedmont Financial, LLC a General Agency of Massmutual Life Insurance Co. (MassMutual) May 2009 - May 2010
Lincoln Financial Advisors May 2008 - May 2009
SunTrust Investment Services, Inc. March 2003 - May 2007
Financial Industry Regulatory Authority May 2000 - October 2002
Banc of America Investments November 1986 - December 1999
Skills
FINRA, Series 7, Series 24, Mutual Funds, Investments, Fixed Annuities, Investment Advisory, Uniform Combined State..., Wealth Management, Equities, Insurance, AML, Retirement Planning, Risk Management, Asset Managment, Financial Services, Options, Portfolio Management, Fixed Income, Alternative Investments, 401k, Asset Allocation, Financial Risk, Trading, Investment Management, Life Insurance, KYC, IRAs, Investment Strategies, Securities, Financial Advisory, Banking
Education
Agnes Scott College 1982 — 1986
BA, Mathematics
Arlington Schools 1978 — 1982
Woodward Academy
Robin Bloom Robin Bloom's Wells Fargo Advisors Experience October 1984 - November 1995
Job Financial Service Provider at Bloom Financial, LLC
Industry Financial Services
Experience
Bloom Financial, LLC March 2006 - Present
DoubleTree by Hilton February 1995 - February 2006
Wells Fargo Advisors October 1984 - November 1995
Education
The Boston Graduate School of Business 1975 — 1981
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Bloom Financial, LLC March 2006 - Present
DoubleTree by Hilton February 1995 - February 2006
Wells Fargo Advisors October 1984 - November 1995
Education
The Boston Graduate School of Business 1975 — 1981
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Nicholas Samonas Nicholas Samonas's Wells Fargo Advisors Experience September 2008 - May 2009
Job Associate at Crosscut Strategies, LLC
Industry Public Relations and Communications
Experience
Shorr Johnson Magnus June 2014 - December 2014
QGA Public Affairs January 2014 - June 2014
West End Strategy Team August 2013 - December 2013
Strategic Social June 2013 - August 2013
Sphere Consulting LLC June 2012 - August 2012
Truman National Security Project January 2012 - April 2012
Wells Fargo Advisors September 2008 - May 2009
Skills
Strategic Communications, Public Relations, Political Campaigns, Social Media, Crisis Communications, Media Relations, Media Research, Advocacy, International Studies, Middle Eastern Studies, Public Affairs, Federal Government..., Israeli-Palestinian...
Education
American University 2010 — 2014
Bachelor of Arts (B.A.), International/Global Studies
The Hebrew University 2013 — 2013
Rothberg International School & American University School of International Service Exchange Program
Amideast Area & Arabic Language Studies in Jordan 2012 — 2012
Study Abroad Program
Shorr Johnson Magnus June 2014 - December 2014
QGA Public Affairs January 2014 - June 2014
West End Strategy Team August 2013 - December 2013
Strategic Social June 2013 - August 2013
Sphere Consulting LLC June 2012 - August 2012
Truman National Security Project January 2012 - April 2012
Wells Fargo Advisors September 2008 - May 2009
Skills
Strategic Communications, Public Relations, Political Campaigns, Social Media, Crisis Communications, Media Relations, Media Research, Advocacy, International Studies, Middle Eastern Studies, Public Affairs, Federal Government..., Israeli-Palestinian...
Education
American University 2010 — 2014
Bachelor of Arts (B.A.), International/Global Studies
The Hebrew University 2013 — 2013
Rothberg International School & American University School of International Service Exchange Program
Amideast Area & Arabic Language Studies in Jordan 2012 — 2012
Study Abroad Program
Hector J Arocha Hector J Arocha's Wells Fargo Advisors Experience January 2011 - January 2014
Job Internal Audit Consultant
Industry Biotechnology
Experience
SunEdison August 2014 - Present
Webster University January 2014 - July 2014
Mallinckrodt Pharmaceuticals 2014 - July 2014
Wells Fargo Advisors January 2011 - January 2014
Wells Fargo Advisors July 2008 - January 2011
Nestlé Purina North America January 2007 - May 2008
Citizens Gas May 2005 - October 2007
Sallie Mae 2003 - 2005
PepsiCo January 1999 - January 2000
Empresas Polar January 1989 - January 1999
Skills
Spanish, Corporate Finance, Budgets, Tax, Sarbanes-Oxley Act, Leadership, Managerial Finance, Financial Reporting, Portfolio Management, Financial Risk, Strategic Financial..., Payroll, Management, Essbase, Financial Modeling, Internal Controls, Financial Forecasting, General Ledger, Teamwork, Analysis, Accounting, Financial Analysis, Forecasting, Financial Planning, Finance, Auditing, Internal Audit, Strategic Planning, Risk Management, Process Improvement, Financial Accounting, Microsoft Office, Financial Services, Financial Statements, Public Speaking
Education
University of Missouri-Saint Louis 2014 — 2014
Certificate in International Business, International Trade
University of Missouri-Saint Louis 2009 — 2009
seminar, International Banking
University of Missouri-Saint Louis 2009 — 2009
Candidate - Chancellor Certificate in International Trade, International Business
Anderson University 2002 — 2004
MBA, Business
Butler University 2001 — 2002
attended MBA Business School, MBA
Universidad del Zulia 1994 — 1998
BS, Accounting
SunEdison August 2014 - Present
Webster University January 2014 - July 2014
Mallinckrodt Pharmaceuticals 2014 - July 2014
Wells Fargo Advisors January 2011 - January 2014
Wells Fargo Advisors July 2008 - January 2011
Nestlé Purina North America January 2007 - May 2008
Citizens Gas May 2005 - October 2007
Sallie Mae 2003 - 2005
PepsiCo January 1999 - January 2000
Empresas Polar January 1989 - January 1999
Skills
Spanish, Corporate Finance, Budgets, Tax, Sarbanes-Oxley Act, Leadership, Managerial Finance, Financial Reporting, Portfolio Management, Financial Risk, Strategic Financial..., Payroll, Management, Essbase, Financial Modeling, Internal Controls, Financial Forecasting, General Ledger, Teamwork, Analysis, Accounting, Financial Analysis, Forecasting, Financial Planning, Finance, Auditing, Internal Audit, Strategic Planning, Risk Management, Process Improvement, Financial Accounting, Microsoft Office, Financial Services, Financial Statements, Public Speaking
Education
University of Missouri-Saint Louis 2014 — 2014
Certificate in International Business, International Trade
University of Missouri-Saint Louis 2009 — 2009
seminar, International Banking
University of Missouri-Saint Louis 2009 — 2009
Candidate - Chancellor Certificate in International Trade, International Business
Anderson University 2002 — 2004
MBA, Business
Butler University 2001 — 2002
attended MBA Business School, MBA
Universidad del Zulia 1994 — 1998
BS, Accounting
Sherrie Patrick Sherrie Patrick's Wells Fargo Advisors Experience February 1992 - April 2013
Job Wealth Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2014 - Present
Happy Investment Services/LPL Financial April 2013 - November 2014
Wells Fargo Advisors February 1992 - April 2013
First National Bank of Amarillo/Dominick & Dominick Inc. October 1984 - February 1992
Skills
Finance, Investments, Securities, Financial Analysis, Portfolio Management, Insurance, Financial Planning, Financial Services, Series 7
Education
Amarillo College
Associate of Science (A.S.), General Studies
LPL Financial November 2014 - Present
Happy Investment Services/LPL Financial April 2013 - November 2014
Wells Fargo Advisors February 1992 - April 2013
First National Bank of Amarillo/Dominick & Dominick Inc. October 1984 - February 1992
Skills
Finance, Investments, Securities, Financial Analysis, Portfolio Management, Insurance, Financial Planning, Financial Services, Series 7
Education
Amarillo College
Associate of Science (A.S.), General Studies
Cris Kramer Cris Kramer's Wells Fargo Advisors Experience November 2006 - April 2009
Job Founder and President at Fighting Cancer Foundation
Industry Nonprofit Organization Management
Experience
Self-employed May 2009 - Present
Fighting Cancer Foundation January 2008 - Present
Wells Fargo Advisors November 2006 - April 2009
Skills
Cooking, baking, Mother of twins
Education
Orange Coast College 2001 — 2005
Bachelor's degree, Foreign Languages and Literatures, General
Universidade Federal da Paraíba 1989 — 1995
Master of Business Administration (M.B.A.), Business Administration and Management, General
Self-employed May 2009 - Present
Fighting Cancer Foundation January 2008 - Present
Wells Fargo Advisors November 2006 - April 2009
Skills
Cooking, baking, Mother of twins
Education
Orange Coast College 2001 — 2005
Bachelor's degree, Foreign Languages and Literatures, General
Universidade Federal da Paraíba 1989 — 1995
Master of Business Administration (M.B.A.), Business Administration and Management, General
Dante Beach's Wells Fargo Advisors Experience February 2010 - November 2011
Job MBA Candidate at Howard University
Industry Financial Services
Experience
Howard University August 2014 - Present
Nationwide Insurance June 2015 - September 2015
A.T. Kearney January 2015 - April 2015
Wells Fargo November 2011 - July 2014
Wells Fargo Advisors February 2010 - November 2011
Tailored Societies March 2006 - March 2011
University of North Carolina at Chapel Hill August 2006 - August 2009
Discovery Channel October 2008 - May 2009
Empowerment Project August 2007 - August 2008
Tuition Painters May 2006 - August 2006
Skills
Marketing, Strategic Planning, Public Speaking, Sales, Customer Service, Research, Management, Financial Analysis, Entrepreneurship, Data Analysis, Community Outreach, Public Relations, Event Management, Microsoft Office, PowerPoint, Fundraising, Microsoft Excel, Editing, Spanish, Outlook, Facebook, Social Media, Leadership, Event Planning
Education
Howard University 2014 — 2016
Master of Business Administration (MBA), Finance
Howard University School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, General, A
University of North Carolina at Chapel Hill 2005 — 2009
BA, Communication
Yale University
Open Coursework, Banking, Corporate, Finance, and Securities Law
Howard University August 2014 - Present
Nationwide Insurance June 2015 - September 2015
A.T. Kearney January 2015 - April 2015
Wells Fargo November 2011 - July 2014
Wells Fargo Advisors February 2010 - November 2011
Tailored Societies March 2006 - March 2011
University of North Carolina at Chapel Hill August 2006 - August 2009
Discovery Channel October 2008 - May 2009
Empowerment Project August 2007 - August 2008
Tuition Painters May 2006 - August 2006
Skills
Marketing, Strategic Planning, Public Speaking, Sales, Customer Service, Research, Management, Financial Analysis, Entrepreneurship, Data Analysis, Community Outreach, Public Relations, Event Management, Microsoft Office, PowerPoint, Fundraising, Microsoft Excel, Editing, Spanish, Outlook, Facebook, Social Media, Leadership, Event Planning
Education
Howard University 2014 — 2016
Master of Business Administration (MBA), Finance
Howard University School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, General, A
University of North Carolina at Chapel Hill 2005 — 2009
BA, Communication
Yale University
Open Coursework, Banking, Corporate, Finance, and Securities Law
Bryan Schapperle Bryan Schapperle's Wells Fargo Advisors Experience October 2011 - April 2012
Job Associate at Bridgewater Associates, L.P.
Industry Financial Services
Experience
Bridgewater Associates April 2015 - Present
Deloitte Consulting LLP. June 2014 - April 2015
Deloitte Consulting LLP. February 2013 - June 2014
Student Managed Investment Fund August 2012 - December 2012
Deloitte Consulting June 2012 - August 2012
New Hope Auto Show September 2010 - August 2012
American University April 2010 - May 2012
Wells Fargo Advisors October 2011 - April 2012
Greenwich Community Sailing June 2007 - August 2011
GOGO Racing/Consulting LLC May 2009 - April 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Strategy, Valuation, Finance, Tableau, PowerPoint, Microsoft Word, Management, Data Analysis, Fundraising, Event Planning, Spanish, Project Management, Analytics, Program Management, Economics, Research, Microsoft Office, Thompson One, Project Portfolio..., Governance, Data Visualization, MS Project, Bloomberg, Management Consulting, Strategic Planning, VBA, Analysis, Budgets, DCF Valuation, Business Strategy, Visio, Data Cleaning, Strategic Data Analysis, Data Structures, Portfolio Management, Supply Chain, Strategic Thinking, Spend Analysis, QlikView, Investments, Consulting, Public Speaking, Leadership, Social Media, Case Studies, Cross-functional Team...
Education
American University - Kogod School of Business 2009 — 2012
Bachelor of Science, Finance
Greenwich High School 2005 — 2009
Bridgewater Associates April 2015 - Present
Deloitte Consulting LLP. June 2014 - April 2015
Deloitte Consulting LLP. February 2013 - June 2014
Student Managed Investment Fund August 2012 - December 2012
Deloitte Consulting June 2012 - August 2012
New Hope Auto Show September 2010 - August 2012
American University April 2010 - May 2012
Wells Fargo Advisors October 2011 - April 2012
Greenwich Community Sailing June 2007 - August 2011
GOGO Racing/Consulting LLC May 2009 - April 2011
Skills
Financial Modeling, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Strategy, Valuation, Finance, Tableau, PowerPoint, Microsoft Word, Management, Data Analysis, Fundraising, Event Planning, Spanish, Project Management, Analytics, Program Management, Economics, Research, Microsoft Office, Thompson One, Project Portfolio..., Governance, Data Visualization, MS Project, Bloomberg, Management Consulting, Strategic Planning, VBA, Analysis, Budgets, DCF Valuation, Business Strategy, Visio, Data Cleaning, Strategic Data Analysis, Data Structures, Portfolio Management, Supply Chain, Strategic Thinking, Spend Analysis, QlikView, Investments, Consulting, Public Speaking, Leadership, Social Media, Case Studies, Cross-functional Team...
Education
American University - Kogod School of Business 2009 — 2012
Bachelor of Science, Finance
Greenwich High School 2005 — 2009
Duggins King's Wells Fargo Advisors Experience October 2010 - August 2013
Job Private Banker, brokerage assoc at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2013 - Present
CESD Talent Agency January 1993 - Present
Wells Fargo Advisors October 2010 - August 2013
Merrill Lynch May 2009 - September 2010
Viaport Tavern, INC November 2007 - February 2009
Dav-Tsi-Dav, INC January 2000 - October 2007
Education
New York University 1997 — 1999
BA, Political Science
Adelphi University 1995 — 1997
Culver Military Academy
Wells Fargo August 2013 - Present
CESD Talent Agency January 1993 - Present
Wells Fargo Advisors October 2010 - August 2013
Merrill Lynch May 2009 - September 2010
Viaport Tavern, INC November 2007 - February 2009
Dav-Tsi-Dav, INC January 2000 - October 2007
Education
New York University 1997 — 1999
BA, Political Science
Adelphi University 1995 — 1997
Culver Military Academy
Marc Kirsner Marc Kirsner's Wells Fargo Advisors Experience May 2000 - November 2011
Job Logistics Consultant at UnitedEX
Industry Financial Services
Experience
UnitedEX Worldwide Express Corp. June 2015 - Present
DeskCenter USA May 2012 - September 2014
DeskCenterUSA May 2012 - September 2014
Wells Fargo Advisors May 2000 - November 2011
Wells Fargo Advisors LLC January 2000 - November 2011
Systemax Computers April 1996 - May 2000
Systemax Computers January 1996 - January 2000
Skills
Sales, Selling, New Business Development, Account Management, Digital Archiving, Digital Printing, Cloud Computing, Internet M, Seminar Marketing, Cold Calling, PowerPoint, Microsoft Office, Cross Selling, Customer Service, Loan Origination, Mortgage Lending, Credit, Loans, Series 63, Series 6, Banking, Series 7, Mortgage Banking, Outlook, Microsoft Excel, Consumer Lending, Uniform Combined State..., Management, FHA, Business Development, Finance, Networking, Salesforce.com, Disaster Recovery, Business Networking, Microsoft Word, Marketing, Marketing Communications, Online Marketing, Digital Marketing, Solution Selling, Sales Process, Direct Sales, B2B, Sales Operations, Channel Partners, Enterprise Software, Strategic Partnerships, SaaS, Sales Management
Education
Adelphi University 1995 — 1996
Certificate, Paralegal Studies
Long Island University, C.W. Post Campus 1992 — 1995
B.A, Business Administration/ Marketing
Farmingdale State University 1990 — 1992
AAS, Business Administration
UnitedEX Worldwide Express Corp. June 2015 - Present
DeskCenter USA May 2012 - September 2014
DeskCenterUSA May 2012 - September 2014
Wells Fargo Advisors May 2000 - November 2011
Wells Fargo Advisors LLC January 2000 - November 2011
Systemax Computers April 1996 - May 2000
Systemax Computers January 1996 - January 2000
Skills
Sales, Selling, New Business Development, Account Management, Digital Archiving, Digital Printing, Cloud Computing, Internet M, Seminar Marketing, Cold Calling, PowerPoint, Microsoft Office, Cross Selling, Customer Service, Loan Origination, Mortgage Lending, Credit, Loans, Series 63, Series 6, Banking, Series 7, Mortgage Banking, Outlook, Microsoft Excel, Consumer Lending, Uniform Combined State..., Management, FHA, Business Development, Finance, Networking, Salesforce.com, Disaster Recovery, Business Networking, Microsoft Word, Marketing, Marketing Communications, Online Marketing, Digital Marketing, Solution Selling, Sales Process, Direct Sales, B2B, Sales Operations, Channel Partners, Enterprise Software, Strategic Partnerships, SaaS, Sales Management
Education
Adelphi University 1995 — 1996
Certificate, Paralegal Studies
Long Island University, C.W. Post Campus 1992 — 1995
B.A, Business Administration/ Marketing
Farmingdale State University 1990 — 1992
AAS, Business Administration
Emma Mak, CIA's Wells Fargo Advisors Experience April 2010 - March 2013
Job Internal Auditor at Scottrade
Industry Financial Services
Experience
Scottrade January 2015 - Present
Mallinckrodt Pharmaceuticals April 2013 - January 2015
Wells Fargo Advisors April 2010 - March 2013
H&R Block November 2009 - April 2010
Scottrade April 2008 - October 2009
Skills
Series 7, Series 63, IIA Standards, FINRA, DTC, Security, Stock Market, Options, Internal Controls, Auditing, Internal Audit, AutoAudit, Continuous Auditing, Finance, Financial Risk, Budgets, Accounting, Sarbanes-Oxley Act
Education
Lindenwood University 2006 — 2008
Bachelor of Arts (BA), Accounting, GPA 3.0
National Taichung University of Science and Technology 2000 — 2005
Associate of Business Administration, Banking & Insurance, GPA 3.7
Scottrade January 2015 - Present
Mallinckrodt Pharmaceuticals April 2013 - January 2015
Wells Fargo Advisors April 2010 - March 2013
H&R Block November 2009 - April 2010
Scottrade April 2008 - October 2009
Skills
Series 7, Series 63, IIA Standards, FINRA, DTC, Security, Stock Market, Options, Internal Controls, Auditing, Internal Audit, AutoAudit, Continuous Auditing, Finance, Financial Risk, Budgets, Accounting, Sarbanes-Oxley Act
Education
Lindenwood University 2006 — 2008
Bachelor of Arts (BA), Accounting, GPA 3.0
National Taichung University of Science and Technology 2000 — 2005
Associate of Business Administration, Banking & Insurance, GPA 3.7
Kevin Scott, CRC® Kevin Scott, CRC®'s Wells Fargo Advisors Experience June 2010 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2010 - Present
BBVA Compass April 1999 - June 2010
Education
Houston Baptist University 1995 — 1998
Bachelor of Arts (B.A.), Finance and Business Administration
Angelina College 1993 — 1995
Wells Fargo Advisors June 2010 - Present
BBVA Compass April 1999 - June 2010
Education
Houston Baptist University 1995 — 1998
Bachelor of Arts (B.A.), Finance and Business Administration
Angelina College 1993 — 1995
Chelsea Weaver's Wells Fargo Advisors Experience May 2009 - May 2009
Job Habitat for Humanity East Bay/Silicon Valley Development Associate
Industry Philanthropy
Experience
Habitat for Humanity East Bay/Silicon Valley July 2013 - Present
Global Exchange August 2012 - August 2013
Mind the Gap, documentary April 2013 - June 2013
Briya Public Charter School August 2011 - August 2012
Children Beyond Our Borders January 2010 - May 2011
Children Beyond Our Borders May 2010 - August 2010
Wells Fargo Advisors May 2009 - May 2009
University of Florida August 2007 - May 2009
Skills
International..., Non-profits, Fundraising, Grant Writing, Community Outreach, Event Planning, Volunteer Management, International Relations, Spanish, Qualitative Research, Community Organizing, Public Speaking, Social Media, Nonprofits, Social Services, Grants
Education
University of Florida 2007 — 2011
Bachelor of Arts, Political Science, Latin American Studies
Universidad José Vasconcelos de Oaxaca 2010 — 2010
International Relations and Affairs
Habitat for Humanity East Bay/Silicon Valley July 2013 - Present
Global Exchange August 2012 - August 2013
Mind the Gap, documentary April 2013 - June 2013
Briya Public Charter School August 2011 - August 2012
Children Beyond Our Borders January 2010 - May 2011
Children Beyond Our Borders May 2010 - August 2010
Wells Fargo Advisors May 2009 - May 2009
University of Florida August 2007 - May 2009
Skills
International..., Non-profits, Fundraising, Grant Writing, Community Outreach, Event Planning, Volunteer Management, International Relations, Spanish, Qualitative Research, Community Organizing, Public Speaking, Social Media, Nonprofits, Social Services, Grants
Education
University of Florida 2007 — 2011
Bachelor of Arts, Political Science, Latin American Studies
Universidad José Vasconcelos de Oaxaca 2010 — 2010
International Relations and Affairs
Pablo Ricardo King Ortiz's Wells Fargo Advisors Experience April 2012 - August 2012
Job Financial Advisor
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. & U.S. Bancorp Insurance Services, LLC. August 2012 - Present
Wells Fargo Advisors April 2012 - August 2012
Wells Fargo Advisors July 2007 - April 2012
Wells Fargo Investments, LLC January 2006 - July 2007
Wells Fargo Bank September 2003 - January 2006
Education
Metropolitan State University of Denver 2013 — 2014
Certificate in Financial Planning
Humboldt State University 1998 — 2006
Bachelor’s Degree, Interdisciplinary Studies with an emphasis in International Business
Universidad Americana (CR) 2001 — 2002
Diseno Publicitario
U.S. Bancorp Investments, Inc. & U.S. Bancorp Insurance Services, LLC. August 2012 - Present
Wells Fargo Advisors April 2012 - August 2012
Wells Fargo Advisors July 2007 - April 2012
Wells Fargo Investments, LLC January 2006 - July 2007
Wells Fargo Bank September 2003 - January 2006
Education
Metropolitan State University of Denver 2013 — 2014
Certificate in Financial Planning
Humboldt State University 1998 — 2006
Bachelor’s Degree, Interdisciplinary Studies with an emphasis in International Business
Universidad Americana (CR) 2001 — 2002
Diseno Publicitario
James W. Grace James W. Grace's Wells Fargo Advisors Experience March 1999 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 1999 - Present
Signs Plus April 1991 - February 1999
Skills
Investments, Wealth Management, Mutual Funds, Alternative Investments, Securities, Retirement Planning, Asset Allocation, Investment Strategies, Sales, Finance
Education
Albion College 1986 — 1990
Ecolonics & Management
Wells Fargo Advisors March 1999 - Present
Signs Plus April 1991 - February 1999
Skills
Investments, Wealth Management, Mutual Funds, Alternative Investments, Securities, Retirement Planning, Asset Allocation, Investment Strategies, Sales, Finance
Education
Albion College 1986 — 1990
Ecolonics & Management
Joseph Ginter's Wells Fargo Advisors Experience May 2009 - August 2009
Job Private Equity Group Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group August 2013 - Present
GE Capital July 2011 - August 2013
Capstone Strategic June 2010 - November 2010
Wells Fargo Advisors May 2009 - August 2009
Citigroup, Smith Barney December 2008 - January 2009
Cartus Corporation May 2008 - August 2008
Education
American University - Kogod School of Business 2007 — 2011
BS, Business Administration: Finance, Accounting
Wilton High School 2004 — 2007
The Blackstone Group August 2013 - Present
GE Capital July 2011 - August 2013
Capstone Strategic June 2010 - November 2010
Wells Fargo Advisors May 2009 - August 2009
Citigroup, Smith Barney December 2008 - January 2009
Cartus Corporation May 2008 - August 2008
Education
American University - Kogod School of Business 2007 — 2011
BS, Business Administration: Finance, Accounting
Wilton High School 2004 — 2007
Kevin Kusunoki Kevin Kusunoki's Wells Fargo Advisors Experience January 2010 - June 2010
Job
Industry Accounting
Experience
Ernst & Young July 2010 - August 2010
Wells Fargo Advisors January 2010 - June 2010
Motorola July 2009 - August 2009
Education
American University - Kogod School of Business 2008 — 2012
BSBA, Accounting, Information Technology
Ernst & Young July 2010 - August 2010
Wells Fargo Advisors January 2010 - June 2010
Motorola July 2009 - August 2009
Education
American University - Kogod School of Business 2008 — 2012
BSBA, Accounting, Information Technology
Gregory Haeseler Gregory Haeseler's Wells Fargo Advisors Experience May 2008 - Present
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2008 - Present
Merrill Lynch September 1993 - May 2008
Skills
Retirement Planning, Strategy, Finance, Strategic Planning, Public Speaking, Marketing, Customer Service, 401k Rollovers, Investments, Nonprofits, Retirement, Small Business, Team Building, New Business Development, Leadership, Financial Analysis, Fundraising, Insurance, IRAs, Life Insurance, Budgets, Financial Advisory, Fixed Annuities, Securities, Long-term Care, Marketing Strategy, Non-profits, Public Relations, Long Term Care Insurance, Event Management, Negotiation, Event Planning, Disability Insurance, Sales Management, Entrepreneurship
Education
California State University-Dominguez Hills 1980 — 1985
B.S. Cum Laude, Finance - Business Administration
Alfred State College - SUNY College of Technology 1976 — 1978
A.A.S., Business Administration
Wells Fargo Advisors May 2008 - Present
Merrill Lynch September 1993 - May 2008
Skills
Retirement Planning, Strategy, Finance, Strategic Planning, Public Speaking, Marketing, Customer Service, 401k Rollovers, Investments, Nonprofits, Retirement, Small Business, Team Building, New Business Development, Leadership, Financial Analysis, Fundraising, Insurance, IRAs, Life Insurance, Budgets, Financial Advisory, Fixed Annuities, Securities, Long-term Care, Marketing Strategy, Non-profits, Public Relations, Long Term Care Insurance, Event Management, Negotiation, Event Planning, Disability Insurance, Sales Management, Entrepreneurship
Education
California State University-Dominguez Hills 1980 — 1985
B.S. Cum Laude, Finance - Business Administration
Alfred State College - SUNY College of Technology 1976 — 1978
A.A.S., Business Administration
Alex Hedges's Wells Fargo Advisors Experience June 2010 - August 2012
Job Security Master Generalist at USBancorp Investments
Industry Financial Services
Experience
U.S. Bank May 2014 - Present
U.S. Bank December 2012 - May 2014
Wells Fargo Advisors June 2010 - August 2012
Wells Fargo October 2006 - January 2010
Skills
Customer Service, Investments, Banking, Mutual Funds, Retirement Planning, Sales, Trading, Financial Services, Finance, Time Management, Leadership, Process Improvement, Microsoft Office, Team Leadership, Retirement, Bonds, Microsoft Word, Customer Retention, Research, Bloomberg Terminal, Phase III, Lotus Notes
Education
Anoka Ramsey Community College 2004 — 2005
General Studies
University of Minnesota-Duluth
Finance, Finance, General
U.S. Bank May 2014 - Present
U.S. Bank December 2012 - May 2014
Wells Fargo Advisors June 2010 - August 2012
Wells Fargo October 2006 - January 2010
Skills
Customer Service, Investments, Banking, Mutual Funds, Retirement Planning, Sales, Trading, Financial Services, Finance, Time Management, Leadership, Process Improvement, Microsoft Office, Team Leadership, Retirement, Bonds, Microsoft Word, Customer Retention, Research, Bloomberg Terminal, Phase III, Lotus Notes
Education
Anoka Ramsey Community College 2004 — 2005
General Studies
University of Minnesota-Duluth
Finance, Finance, General
Asli Basarir Maylone Asli Basarir Maylone's Wells Fargo Advisors Experience August 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Wells Fargo 2012 - Present
Celik, LLC Export Company January 2014 - January 2015
Dillards dept store October 2011 - October 2012
Skills
Sales, Social Skills, Import Export, Communication, Organizational..., At Multitasking, Account Management, Time Management, Professional..., Punctuation, Customer Service, Finance, Teamwork, Microsoft Word, Microsoft Office, Analysis, Research, Banking
Education
Mesa Community College 2013 — 2015
Certification, International Business/Trade/Commerce
Marmara Üniversitesi 2006 — 2009
Master's degree, International Business/Trade/Finance
Anadolu Üniversitesi 2001 — 2005
Bachelor's degree, Economics
Wells Fargo Advisors August 2015 - Present
Wells Fargo 2012 - Present
Celik, LLC Export Company January 2014 - January 2015
Dillards dept store October 2011 - October 2012
Skills
Sales, Social Skills, Import Export, Communication, Organizational..., At Multitasking, Account Management, Time Management, Professional..., Punctuation, Customer Service, Finance, Teamwork, Microsoft Word, Microsoft Office, Analysis, Research, Banking
Education
Mesa Community College 2013 — 2015
Certification, International Business/Trade/Commerce
Marmara Üniversitesi 2006 — 2009
Master's degree, International Business/Trade/Finance
Anadolu Üniversitesi 2001 — 2005
Bachelor's degree, Economics
Chris Willmering Chris Willmering's Wells Fargo Advisors Experience July 2014 - Present
Job Business Systems Consultant
Industry Information Technology and Services
Experience
Wells Fargo Advisors July 2014 - Present
Project Healing Waters Fly Fishing 2013 - Present
Charter Communications March 2014 - July 2014
Enterprise Fleet Management May 2012 - March 2014
MasterCard April 2011 - May 2012
Express Scripts July 2010 - April 2011
Fiserv November 2009 - July 2010
Reinsurance Group of America Technology Partners (RTP) March 2008 - August 2009
Nies Artcraft January 2007 - September 2007
KB Technologies April 2003 - October 2006
Skills
Project Management, Business Analysis, Account Management, Process Improvement, Data Analysis, Customer Service, SDLC, Requirements Analysis, Team Building, Visio, SharePoint, Program Management, Microsoft SQL Server, Teradata Data Warehouse, Oracle SQL, Building Relationships, Leadership, Toad Data Modeler, Systems Analysis, Costings, Mentoring, Software Quality..., Business Case Design, System Design, Quality Center, HP Quick Test Pro, QTP, BRDs, Technical Documentation, Technical Liaison, offshoring resources, Government Vendor, Vendor Relationships, Long-term Customer..., Technical Presentations, Streamlining Of..., Agile Project Management, International Project..., International Relations, Wireframes, ERD, Sarbanes-Oxley Act, PCI Standards, Strategic Communications, Mobile Payments, Disaster Recovery..., Mobile Applications..., PeopleSoft 9.2..., Test Case Generation, Training documentation
Education
Saint Louis University 1995 — 2000
Bachelor of Science, Business Administration
Christian Brothers College 1990 — 1995
Wells Fargo Advisors July 2014 - Present
Project Healing Waters Fly Fishing 2013 - Present
Charter Communications March 2014 - July 2014
Enterprise Fleet Management May 2012 - March 2014
MasterCard April 2011 - May 2012
Express Scripts July 2010 - April 2011
Fiserv November 2009 - July 2010
Reinsurance Group of America Technology Partners (RTP) March 2008 - August 2009
Nies Artcraft January 2007 - September 2007
KB Technologies April 2003 - October 2006
Skills
Project Management, Business Analysis, Account Management, Process Improvement, Data Analysis, Customer Service, SDLC, Requirements Analysis, Team Building, Visio, SharePoint, Program Management, Microsoft SQL Server, Teradata Data Warehouse, Oracle SQL, Building Relationships, Leadership, Toad Data Modeler, Systems Analysis, Costings, Mentoring, Software Quality..., Business Case Design, System Design, Quality Center, HP Quick Test Pro, QTP, BRDs, Technical Documentation, Technical Liaison, offshoring resources, Government Vendor, Vendor Relationships, Long-term Customer..., Technical Presentations, Streamlining Of..., Agile Project Management, International Project..., International Relations, Wireframes, ERD, Sarbanes-Oxley Act, PCI Standards, Strategic Communications, Mobile Payments, Disaster Recovery..., Mobile Applications..., PeopleSoft 9.2..., Test Case Generation, Training documentation
Education
Saint Louis University 1995 — 2000
Bachelor of Science, Business Administration
Christian Brothers College 1990 — 1995
Phillip A. Shumaker Phillip A. Shumaker's Wells Fargo Advisors Experience November 2005 - July 2006
Job Director of Operations/ General Manager
Industry Commercial Real Estate
Experience
T.D. Burgess Sr. Revocable Trust (Shumaker Properties) September 2013 - Present
United States Air Force October 2009 - September 2013
Drucker & Falk, LLC August 2007 - August 2009
Baldus Real Estate Inc December 2006 - May 2007
Wells Fargo Advisors November 2005 - July 2006
Skills
Leadership, Forecasting, Management, Government, Process Improvement, Security Clearance, Microsoft Excel, Project Management, Team Building, Customer Service, Human Resources, CRM, Microsoft Office, Strategy, Atmospheric Science, Entrepreneurship, Program Management, Marketing, Microsoft Word, Sales, Account Management, Business Development, Budgets, Social Media, Time Management, Team Leadership, Analysis, Operations Management, Contract Negotiation, Business Strategy, Outlook, Strategic Planning, PowerPoint, Public Speaking, Marketing Strategy, Training
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
High Point University 2002 — 2006
Bachelor of Science (BS)
Community College of the Air Force 2009 — 2011
A.S.
American Military University 2011 — 2011
Graduate Studies
Pima Community College 2011 — 2013
Continuing Education
Wake Technical Community College 2008 — 2008
Non-Degree; Continuing Education
T.D. Burgess Sr. Revocable Trust (Shumaker Properties) September 2013 - Present
United States Air Force October 2009 - September 2013
Drucker & Falk, LLC August 2007 - August 2009
Baldus Real Estate Inc December 2006 - May 2007
Wells Fargo Advisors November 2005 - July 2006
Skills
Leadership, Forecasting, Management, Government, Process Improvement, Security Clearance, Microsoft Excel, Project Management, Team Building, Customer Service, Human Resources, CRM, Microsoft Office, Strategy, Atmospheric Science, Entrepreneurship, Program Management, Marketing, Microsoft Word, Sales, Account Management, Business Development, Budgets, Social Media, Time Management, Team Leadership, Analysis, Operations Management, Contract Negotiation, Business Strategy, Outlook, Strategic Planning, PowerPoint, Public Speaking, Marketing Strategy, Training
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
High Point University 2002 — 2006
Bachelor of Science (BS)
Community College of the Air Force 2009 — 2011
A.S.
American Military University 2011 — 2011
Graduate Studies
Pima Community College 2011 — 2013
Continuing Education
Wake Technical Community College 2008 — 2008
Non-Degree; Continuing Education
Kearney Turner's Wells Fargo Advisors Experience May 2012 - August 2012
Job Associate, Oxeon Partners
Industry Hospital & Health Care
Experience
Oxeon Partners 2015 - Present
Sterne Agee June 2014 - August 2014
www.theherst.com August 2012 - January 2014
Nike Communications, Inc. May 2013 - August 2013
Gabriel deGrood Bendt 2013 - 2013
Wells Fargo Advisors May 2012 - August 2012
Hillcrest Capital Partner June 2011 - August 2011
Skills
Private Equity, Microsoft Office, Microsoft Excel, PowerPoint, Marketing Strategy, Social Media, Advertising, Business Development, Start-ups, Blogging, Entrepreneurship, Social Networking, Marketing, Social Media Marketing, Marketing Communications
Education
Amherst College 2011 — 2015
Bachelor's degree, Psychology; Sociology
Amherst College
Oxeon Partners 2015 - Present
Sterne Agee June 2014 - August 2014
www.theherst.com August 2012 - January 2014
Nike Communications, Inc. May 2013 - August 2013
Gabriel deGrood Bendt 2013 - 2013
Wells Fargo Advisors May 2012 - August 2012
Hillcrest Capital Partner June 2011 - August 2011
Skills
Private Equity, Microsoft Office, Microsoft Excel, PowerPoint, Marketing Strategy, Social Media, Advertising, Business Development, Start-ups, Blogging, Entrepreneurship, Social Networking, Marketing, Social Media Marketing, Marketing Communications
Education
Amherst College 2011 — 2015
Bachelor's degree, Psychology; Sociology
Amherst College
Nathalie Potvin Nathalie Potvin's Wells Fargo Advisors Experience December 2011 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Edward Jones February 2010 - December 2011
World Marketing September 2008 - February 2010
Republic Media May 2007 - July 2008
Republic Media March 2000 - April 2007
Ballet Arizona June 1996 - March 2000
Les Grands Ballets Canadiens de Montréal 1990 - 1996
Skills
Strategic Planning, Retirement, 401k Rollovers, Asset Allocation, Business Owner Planning, Business-Succession..., Investment Planning, Financial Advisory, Financial Analysis, Financial Services, Retirement Savings, Retirement Planning, Relationship Management, Investments, Investments Strategies, Insurance, Fixed Income Strategies, Tax-Efficient Strategies, Mutual Funds, Stocks, Bonds, Variable Annuities, Indexed Annuities, Unit Investment Trusts, ETFs, Risk Management, Securities, Financial Reporting, Long Term Care Insurance, Stock Analysis
Education
McGill University 1980 — 1987
B. Arts, Music, Business
The Banff Centre
School of Management Certificate, Arts Administration
Wells Fargo Advisors December 2011 - Present
Edward Jones February 2010 - December 2011
World Marketing September 2008 - February 2010
Republic Media May 2007 - July 2008
Republic Media March 2000 - April 2007
Ballet Arizona June 1996 - March 2000
Les Grands Ballets Canadiens de Montréal 1990 - 1996
Skills
Strategic Planning, Retirement, 401k Rollovers, Asset Allocation, Business Owner Planning, Business-Succession..., Investment Planning, Financial Advisory, Financial Analysis, Financial Services, Retirement Savings, Retirement Planning, Relationship Management, Investments, Investments Strategies, Insurance, Fixed Income Strategies, Tax-Efficient Strategies, Mutual Funds, Stocks, Bonds, Variable Annuities, Indexed Annuities, Unit Investment Trusts, ETFs, Risk Management, Securities, Financial Reporting, Long Term Care Insurance, Stock Analysis
Education
McGill University 1980 — 1987
B. Arts, Music, Business
The Banff Centre
School of Management Certificate, Arts Administration
Tracye Donovan's Wells Fargo Advisors Experience April 2013 - July 2014
Job Management Consultant/ Owner, DonovanJulien Holdings, Inc.
Industry Management Consulting
Experience
Monsanto Company October 2014 - Present
SUPERCUTS Franchisee August 2013 - Present
Wells Fargo Advisors April 2013 - July 2014
Booz Allen Hamilton January 2002 - April 2013
Ameren 1999 - 2001
JPMorgan Chase 1993 - 1998
Skills
Organizational..., Organizational..., Workforce Planning, Change Management, Performance Management, Management Consulting, Leadership Development, Business Transformation, Talent Management, Human Capital, Leadership, Organizational Design, Strategy, Program Management
Education
City University of New York Graduate Center 1990 — 1996
M.Phil., Ph.D. (ABD), Industrial/Organizational Psychology
American University 1987 — 1989
MA, Psychology
Howard University 1983 — 1987
BS, Psychology
Monsanto Company October 2014 - Present
SUPERCUTS Franchisee August 2013 - Present
Wells Fargo Advisors April 2013 - July 2014
Booz Allen Hamilton January 2002 - April 2013
Ameren 1999 - 2001
JPMorgan Chase 1993 - 1998
Skills
Organizational..., Organizational..., Workforce Planning, Change Management, Performance Management, Management Consulting, Leadership Development, Business Transformation, Talent Management, Human Capital, Leadership, Organizational Design, Strategy, Program Management
Education
City University of New York Graduate Center 1990 — 1996
M.Phil., Ph.D. (ABD), Industrial/Organizational Psychology
American University 1987 — 1989
MA, Psychology
Howard University 1983 — 1987
BS, Psychology
Trishonda Ballard Trishonda Ballard's Wells Fargo Advisors Experience September 2009 - December 2011
Job Field Traffic Controller at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable March 2012 - Present
Wells Fargo Advisors September 2009 - December 2011
Rent-A-Center April 2004 - November 2008
Skills
planning and priortizing, dealing with conflict, Time Management, Financial Analysis, Call Centers, Strategic Financial..., Access, Accounting, Outlook, Microsoft Excel, Customer Service, Financial Reporting, Process Improvement, Accounts Payable, Finance, Auditing, Mutual Funds, Analysis, Accounts Receivable, Forecasting, PeopleSoft, Investments, Internal Controls, Customer Satisfaction, Project Management, Team Building
Education
Chattanooga College Medical Dental and Technical Careers 2006 — 2009
Associate's degree, Registered Dental Assistant
Comcast Cable March 2012 - Present
Wells Fargo Advisors September 2009 - December 2011
Rent-A-Center April 2004 - November 2008
Skills
planning and priortizing, dealing with conflict, Time Management, Financial Analysis, Call Centers, Strategic Financial..., Access, Accounting, Outlook, Microsoft Excel, Customer Service, Financial Reporting, Process Improvement, Accounts Payable, Finance, Auditing, Mutual Funds, Analysis, Accounts Receivable, Forecasting, PeopleSoft, Investments, Internal Controls, Customer Satisfaction, Project Management, Team Building
Education
Chattanooga College Medical Dental and Technical Careers 2006 — 2009
Associate's degree, Registered Dental Assistant
Bryce McNeely's Wells Fargo Advisors Experience June 2014 - August 2014
Job Administrative assistant / Broker Intern at Sperry Van Ness | The Group Commercial, LLC
Industry Commercial Real Estate
Experience
Sperry Van Ness The Group Commercial, LLC August 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
Eat Sleep Breathe Lacrosse 2010 - 2013
Premier Investments Inc. 2007 - 2013
Skills
Microsoft Office, Social Networking, Microsoft Word, PowerPoint, Teamwork, Event Planning, Microsoft Excel, Customer Service, Social Media, Public Speaking, English, CoStar
Education
University of Kansas 2012 — 2015
Bachelor’s Degree, Finance, General
Adelphi University 2011 — 2012
Business Administration and Management, General
Sperry Van Ness The Group Commercial, LLC August 2015 - Present
Wells Fargo Advisors June 2014 - August 2014
Eat Sleep Breathe Lacrosse 2010 - 2013
Premier Investments Inc. 2007 - 2013
Skills
Microsoft Office, Social Networking, Microsoft Word, PowerPoint, Teamwork, Event Planning, Microsoft Excel, Customer Service, Social Media, Public Speaking, English, CoStar
Education
University of Kansas 2012 — 2015
Bachelor’s Degree, Finance, General
Adelphi University 2011 — 2012
Business Administration and Management, General
Evens Jean-Paul Evens Jean-Paul's Wells Fargo Advisors Experience May 2015 - Present
Job Commercial Photographer at JPL Photography
Industry Photography
Experience
Wells Fargo Advisors May 2015 - Present
Fit Is Fashion April 2014 - Present
JPL Photography September 2005 - Present
JPL Photography September 2005 - Present
AAA Parking June 2014 - May 2015
Washington Adventist University September 2005 - May 2010
Skills
Photography, Public Speaking, Editing, Social Networking, Social Media, Art, Commercial Photography, Weddings, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Management, Leadership
Education
Academy of Art University 2010 — 2011
English Adventist Academy of Haiti 1997 — 2004
High School Diploma
Wells Fargo Advisors May 2015 - Present
Fit Is Fashion April 2014 - Present
JPL Photography September 2005 - Present
JPL Photography September 2005 - Present
AAA Parking June 2014 - May 2015
Washington Adventist University September 2005 - May 2010
Skills
Photography, Public Speaking, Editing, Social Networking, Social Media, Art, Commercial Photography, Weddings, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Management, Leadership
Education
Academy of Art University 2010 — 2011
English Adventist Academy of Haiti 1997 — 2004
High School Diploma
Jessica Montagnino Jessica Montagnino's Wells Fargo Advisors Experience May 2014 - Present
Job Operations Leader at Wells Fargo Advisors ( Years of service 2001present)
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors January 2001 - Present
Wells Fargo Advisors January 2013 - January 2014
WELLS FARGO ADVISORS/FORMERLY WACHOVIA January 2008 - January 2013
WELLS FARGO ADVISORS FORMERLY WACHOVIA January 2006 - January 2008
Wachovia Securities Financial Network January 2005 - January 2006
WACHOVIA SECURITIES January 2003 - January 2005
Wachovia Securities Financial Network January 2001 - January 2003
Skills
Regulatory Requirements, Securities Regulation, Brokerage, Management, Operations Management, Customer Service, Analysis, Banking, Budgets, Call Centers, Event Planning, FINRA, Financial Analysis, Microsoft Office, Negotiation, Process Improvement, Project Management, Public Speaking, Quality Assurance, Risk Management, Team Building, Vendor Management
Education
42
Diploma
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors January 2001 - Present
Wells Fargo Advisors January 2013 - January 2014
WELLS FARGO ADVISORS/FORMERLY WACHOVIA January 2008 - January 2013
WELLS FARGO ADVISORS FORMERLY WACHOVIA January 2006 - January 2008
Wachovia Securities Financial Network January 2005 - January 2006
WACHOVIA SECURITIES January 2003 - January 2005
Wachovia Securities Financial Network January 2001 - January 2003
Skills
Regulatory Requirements, Securities Regulation, Brokerage, Management, Operations Management, Customer Service, Analysis, Banking, Budgets, Call Centers, Event Planning, FINRA, Financial Analysis, Microsoft Office, Negotiation, Process Improvement, Project Management, Public Speaking, Quality Assurance, Risk Management, Team Building, Vendor Management
Education
42
Diploma
Sunil Kothapalli's Wells Fargo Advisors Experience June 1999 - January 2010
Job Vice President, Sr. Product Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2009 - Present
Wells Fargo Advisors June 1999 - January 2010
DataSoft Technologies January 1998 - June 1999
Syntel June 1996 - March 1998
Skills
Banking, Vendor Management, SDLC, Portfolio Management, Business Process..., Product Management, Program Management, Six Sigma, Series 7, Agile Methodologies, Risk Management, Strategy, Management, Product Development, Financial Services, Project Portfolio..., Leadership, Quality Assurance, Business Analysis, Process Improvement, Project Management
Education
Andhra University 1992 — 1996
Bachelors
Wells Fargo Advisors, LLC December 2009 - Present
Wells Fargo Advisors June 1999 - January 2010
DataSoft Technologies January 1998 - June 1999
Syntel June 1996 - March 1998
Skills
Banking, Vendor Management, SDLC, Portfolio Management, Business Process..., Product Management, Program Management, Six Sigma, Series 7, Agile Methodologies, Risk Management, Strategy, Management, Product Development, Financial Services, Project Portfolio..., Leadership, Quality Assurance, Business Analysis, Process Improvement, Project Management
Education
Andhra University 1992 — 1996
Bachelors
Monica Simpson Monica Simpson's Wells Fargo Advisors Experience September 2008 - May 2013
Job Financial Consultant at T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Advisors September 2008 - May 2013
Citi Smith Barney October 2007 - September 2008
A.G. Edwards & Sons April 2006 - September 2007
Salomon Smith Barney March 2003 - March 2006
Morgan Stanley Dean Witter September 2002 - March 2003
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Relationship Management, Retirement Plan..., Retirement Planning, Tax-Efficient Strategies, Wealth Preservation..., Securities, Retirement, Finance
Education
Alaska Pacific University
Bachelor of Arts (B.A.), Business Administration and Management
T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Advisors September 2008 - May 2013
Citi Smith Barney October 2007 - September 2008
A.G. Edwards & Sons April 2006 - September 2007
Salomon Smith Barney March 2003 - March 2006
Morgan Stanley Dean Witter September 2002 - March 2003
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Relationship Management, Retirement Plan..., Retirement Planning, Tax-Efficient Strategies, Wealth Preservation..., Securities, Retirement, Finance
Education
Alaska Pacific University
Bachelor of Arts (B.A.), Business Administration and Management
Bruce Garber Bruce Garber's Wells Fargo Advisors Experience February 2014 - April 2014
Job Compliance Professional
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Wells Fargo Advisors February 2014 - April 2014
PNC Investments March 2009 - November 2013
WaMu Investments December 1997 - January 2009
Great Western Financial Corp. August 1996 - December 1997
JPMorgan Chase May 1992 - July 1996
Citi November 1989 - May 1992
Shearon Lehman Hutton August 1986 - October 1988
Skills
Coaching, Strategy, Banking, Sales Management, Risk Management, Series 63, Series 7, Business Strategy, Business Development, Employee Benefits, Project Management, Insurance, Customer Service, Contract Negotiation, Public Speaking, Outlook, Talent Acquisition, Microsoft Excel, Series 24, Program Management, Sales, Mutual Funds, Employee Relations, Strategic Planning, Process Improvement, Call Center, Talent Management, Securities, Analysis, Budgets, Performance Management, Management Consulting, Time Management, Marketing, Financial Analysis, Business Analysis, New Business Development, Call Centers, Recruiting, Onboarding, Credit, Microsoft Office, Succession Planning, Leadership Development, Team Leadership, Business Process..., Leadership, Change Management, Team Building, Finance
Education
Adelphi University 1984 — 1986
Bachelors of Science, Business Administration and Management, General
Nassau Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Merrill Lynch July 2014 - Present
Wells Fargo Advisors February 2014 - April 2014
PNC Investments March 2009 - November 2013
WaMu Investments December 1997 - January 2009
Great Western Financial Corp. August 1996 - December 1997
JPMorgan Chase May 1992 - July 1996
Citi November 1989 - May 1992
Shearon Lehman Hutton August 1986 - October 1988
Skills
Coaching, Strategy, Banking, Sales Management, Risk Management, Series 63, Series 7, Business Strategy, Business Development, Employee Benefits, Project Management, Insurance, Customer Service, Contract Negotiation, Public Speaking, Outlook, Talent Acquisition, Microsoft Excel, Series 24, Program Management, Sales, Mutual Funds, Employee Relations, Strategic Planning, Process Improvement, Call Center, Talent Management, Securities, Analysis, Budgets, Performance Management, Management Consulting, Time Management, Marketing, Financial Analysis, Business Analysis, New Business Development, Call Centers, Recruiting, Onboarding, Credit, Microsoft Office, Succession Planning, Leadership Development, Team Leadership, Business Process..., Leadership, Change Management, Team Building, Finance
Education
Adelphi University 1984 — 1986
Bachelors of Science, Business Administration and Management, General
Nassau Community College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Elliott S. Baron Elliott S. Baron's Wells Fargo Advisors Experience January 2015 - May 2015
Job Finance Intern at Armstrong Fleming & Moore, Inc.
Industry Investment Management
Experience
Armstrong Fleming and Moore May 2015 - Present
Wells Fargo Advisors January 2015 - May 2015
Delaware Investments May 2014 - August 2014
TargetCW 2014 - 2014
C4ADS January 2012 - February 2012
Skills
Social Media, Social Networking, Social Media Marketing, Public Relations, Research, Event Planning, Microsoft Office, Politics, Public Speaking, International Relations, Strategic Communications, Budget Monitoring, Public Policy, Event Management, Policy Analysis, Nonprofits, Leadership, Communication, Management, Teamwork
Education
American University 2013 — 2017
Bachelor's degree, International Relations and Affairs
Armstrong Fleming and Moore May 2015 - Present
Wells Fargo Advisors January 2015 - May 2015
Delaware Investments May 2014 - August 2014
TargetCW 2014 - 2014
C4ADS January 2012 - February 2012
Skills
Social Media, Social Networking, Social Media Marketing, Public Relations, Research, Event Planning, Microsoft Office, Politics, Public Speaking, International Relations, Strategic Communications, Budget Monitoring, Public Policy, Event Management, Policy Analysis, Nonprofits, Leadership, Communication, Management, Teamwork
Education
American University 2013 — 2017
Bachelor's degree, International Relations and Affairs
Dareen Ibrahim Dareen Ibrahim's Wells Fargo Advisors Experience May 2012 - September 2012
Job Corporate Client Service Manager at Larson Financial Group
Industry Financial Services
Experience
Larson Financial Group November 2012 - Present
Wells Fargo Advisors May 2012 - September 2012
Wells Fargo Advisors November 2011 - April 2012
Credit Agricole January 2010 - May 2011
Credit Agricole February 2008 - December 2009
Savvis Communications December 2006 - August 2007
Skills
Mutual Funds, Series 63, Equities, Investments, Fixed Income, Wealth Management, Portfolio Management, Retirement, Financial Services, Alternative Investments, Asset Management, Banking, Management, Small Business..., Customer Service, Financial Planning, Risk Management, Financial Analysis, Leadership, Creative Problem Solving, Finance, Team Leadership, Retail Banking, Analysis
Education
Ain Shams University 1996 — 2000
Bachelor of Commerce (B.Com.)
Larson Financial Group November 2012 - Present
Wells Fargo Advisors May 2012 - September 2012
Wells Fargo Advisors November 2011 - April 2012
Credit Agricole January 2010 - May 2011
Credit Agricole February 2008 - December 2009
Savvis Communications December 2006 - August 2007
Skills
Mutual Funds, Series 63, Equities, Investments, Fixed Income, Wealth Management, Portfolio Management, Retirement, Financial Services, Alternative Investments, Asset Management, Banking, Management, Small Business..., Customer Service, Financial Planning, Risk Management, Financial Analysis, Leadership, Creative Problem Solving, Finance, Team Leadership, Retail Banking, Analysis
Education
Ain Shams University 1996 — 2000
Bachelor of Commerce (B.Com.)
Jon Saenz's Wells Fargo Advisors Experience September 2013 - November 2013
Job Currently seeking full time employment in sales/customer service
Industry Insurance
Experience
Average Americans/Audio Production January 2000 - Present
none December 2013 - 2015
Walgreens August 2014 - 2014
Wells Fargo Advisors September 2013 - November 2013
JJS Insurance Team January 2009 - April 2013
The UPS Store June 2001 - October 2007
Skills
Customer Service, Software Installation, Computer Proficiency, Computer Maintenance, Sales Process, Sales Operations, Direct Sales, Computers, Telemarketing, Hospitality, Medicare Part D, Advertising, Marketing, Social Media Marketing, Training, Social Media, Public Speaking, Sales, Management, Social Networking, Event Planning, Leadership, Marketing Strategy, Team Building, Time Management, Strategic Planning, Teamwork, Budgets, Marketing Communications, Healthcare, PowerPoint, Microsoft Office, Coaching, Event Management
Education
Southern Careers Institute-San Antonio 2013 — 2014
State License/Diploma, Pharmacy Technician/Assistant
Southern Careers Institute-San Antonio 2013 — 2014
Pharmacy Technician
Karnes City High School 1995 — 1997
Average Americans/Audio Production January 2000 - Present
none December 2013 - 2015
Walgreens August 2014 - 2014
Wells Fargo Advisors September 2013 - November 2013
JJS Insurance Team January 2009 - April 2013
The UPS Store June 2001 - October 2007
Skills
Customer Service, Software Installation, Computer Proficiency, Computer Maintenance, Sales Process, Sales Operations, Direct Sales, Computers, Telemarketing, Hospitality, Medicare Part D, Advertising, Marketing, Social Media Marketing, Training, Social Media, Public Speaking, Sales, Management, Social Networking, Event Planning, Leadership, Marketing Strategy, Team Building, Time Management, Strategic Planning, Teamwork, Budgets, Marketing Communications, Healthcare, PowerPoint, Microsoft Office, Coaching, Event Management
Education
Southern Careers Institute-San Antonio 2013 — 2014
State License/Diploma, Pharmacy Technician/Assistant
Southern Careers Institute-San Antonio 2013 — 2014
Pharmacy Technician
Karnes City High School 1995 — 1997
Matthew Fornwald Matthew Fornwald's Wells Fargo Advisors Experience March 2010 - August 2014
Job Sales & Design at Wesson Builders
Industry Construction
Experience
Wesson Builders September 2014 - Present
Wells Fargo Advisors March 2010 - August 2014
Fornwald Fine Homes, Inc. June 1994 - March 2010
Skills
Retirement Planning, 401(k) Rollovers, Asset Allocation, Investment Strategies, Financial Advisory, Portfolio Management, Investment Management, Mutual Funds, Investments, Financial Services, Insurance, Stock Analysis
Education
Albion College 1990 — 1994
BA, Economics
Bedford High School 1987 — 1990
Wesson Builders September 2014 - Present
Wells Fargo Advisors March 2010 - August 2014
Fornwald Fine Homes, Inc. June 1994 - March 2010
Skills
Retirement Planning, 401(k) Rollovers, Asset Allocation, Investment Strategies, Financial Advisory, Portfolio Management, Investment Management, Mutual Funds, Investments, Financial Services, Insurance, Stock Analysis
Education
Albion College 1990 — 1994
BA, Economics
Bedford High School 1987 — 1990
Michael Bless,CFP® Michael Bless,CFP®'s Wells Fargo Advisors Experience 2009 - Present
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
A.G. Edwards & Sons, Inc. 1995 - 2008
Rauscher Pierce Refsnes, Inc 1985 - 1995
American Heart Association 1982 - 1984
American Heart Assoc. Pa. Affiliate 1977 - 1982
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Investment Strategies, Wealth Management, Securities, Financial Advisory, Investment Advisory, Retirement Income..., Mutual Funds, Asset Allocation, Strategic Financial..., Financial Risk..., Family Legacy Planning, Estate Planning, Financial Services, Management, Public Speaking
Education
Pennsylvania State University 1973 — 1976
B.S.S., Social Sciences, Statistics
American University 1972 — 1973
Business Administration and Management, General
Carlisle High School 1967 — 1971
Wells Fargo Advisors 2009 - Present
A.G. Edwards & Sons, Inc. 1995 - 2008
Rauscher Pierce Refsnes, Inc 1985 - 1995
American Heart Association 1982 - 1984
American Heart Assoc. Pa. Affiliate 1977 - 1982
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Investment Strategies, Wealth Management, Securities, Financial Advisory, Investment Advisory, Retirement Income..., Mutual Funds, Asset Allocation, Strategic Financial..., Financial Risk..., Family Legacy Planning, Estate Planning, Financial Services, Management, Public Speaking
Education
Pennsylvania State University 1973 — 1976
B.S.S., Social Sciences, Statistics
American University 1972 — 1973
Business Administration and Management, General
Carlisle High School 1967 — 1971
DIANE FLESCH DIANE FLESCH's Wells Fargo Advisors Experience July 2015 - Present
Job *
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Keller Williams Realty, Inc. 2009 - 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Leadership, Social Media, Marketing, Management, Sales
Education
University of Missouri St. Louis College of Business 2012 — 2015
Business Administration BSBA- Finance, Banking, Corporate, Finance, Cum Laude
University of Missouri St. Louis College of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.) - Finance, Finance and Financial Management Services
Wells Fargo Advisors July 2015 - Present
Keller Williams Realty, Inc. 2009 - 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Leadership, Social Media, Marketing, Management, Sales
Education
University of Missouri St. Louis College of Business 2012 — 2015
Business Administration BSBA- Finance, Banking, Corporate, Finance, Cum Laude
University of Missouri St. Louis College of Business 2012 — 2015
Bachelor of Business Administration (B.B.A.) - Finance, Finance and Financial Management Services
JESUS CEDENO JESUS CEDENO's Wells Fargo Advisors Experience June 1991 - May 2004
Job GERENTE DE DISTRITO COMERCIAL en Banco Santander
Industry Banking
Experience
Banco Santander June 1991 - Present
Wells Fargo Advisors June 1991 - May 2004
Skills
Gestión de Negocio ,...
Education
American University of Puerto Rico 2008 — 2011
Bachelor of Business Administration (BBA), Administración y gestión de empresas, general
Banco Santander June 1991 - Present
Wells Fargo Advisors June 1991 - May 2004
Skills
Gestión de Negocio ,...
Education
American University of Puerto Rico 2008 — 2011
Bachelor of Business Administration (BBA), Administración y gestión de empresas, general
Allison Jaggers Allison Jaggers's Wells Fargo Advisors Experience May 2011 - August 2011
Job Accounts payable department
Industry Accounting
Experience
American Fire Systems, Inc. August 2015 - Present
Texas tissue converting llc March 2015 - June 2015
Simmons Communications March 2013 - December 2013
Maximum Athletics Center 2012 - 2013
Bredero Shaw November 2011 - February 2012
Compass Pointe Homes August 2011 - November 2011
Wells Fargo Advisors May 2011 - August 2011
North Houston Communications August 2010 - April 2011
Northwest All-Star Gymnastics December 2008 - July 2010
Skills
Computer Software..., Customer Service, Electronic Filing, Regulatory Filings, Numeric Filing, Administrative..., Physical Training, Sports Coaching, Cataloging, Organizational..., Bank Reconciliation, Document Preparation, General Administrative..., General Office..., Accounts Payable, Accounts Receivable, Staff Supervision, Payroll, Phone Etiquette, Microsoft Office, Employee Training, Analysis, Data Entry, Dispatching, Fax, Copying, Proficient Typing Skills, Management, Customer Oriented, Manage Client..., Memos, Event Planning, Android, E-Learning, Microsoft Excel, Internet, Invoicing, Interviews, 10 Key, Military, Office Management, Office Administration, PowerPoint, QuickBooks, Sports, Tutoring, Microsoft Word, Youth Mentoring, Writing, Wellness
Education
American InterContinental University 2008 — 2009
Associate's degree, Business Administration and Management, General
Edmond North High School 2002 — 2003
High School Dipolma, General Studies
Jersey Village High School 1999 — 2002
High school diploma, General Studies
American Fire Systems, Inc. August 2015 - Present
Texas tissue converting llc March 2015 - June 2015
Simmons Communications March 2013 - December 2013
Maximum Athletics Center 2012 - 2013
Bredero Shaw November 2011 - February 2012
Compass Pointe Homes August 2011 - November 2011
Wells Fargo Advisors May 2011 - August 2011
North Houston Communications August 2010 - April 2011
Northwest All-Star Gymnastics December 2008 - July 2010
Skills
Computer Software..., Customer Service, Electronic Filing, Regulatory Filings, Numeric Filing, Administrative..., Physical Training, Sports Coaching, Cataloging, Organizational..., Bank Reconciliation, Document Preparation, General Administrative..., General Office..., Accounts Payable, Accounts Receivable, Staff Supervision, Payroll, Phone Etiquette, Microsoft Office, Employee Training, Analysis, Data Entry, Dispatching, Fax, Copying, Proficient Typing Skills, Management, Customer Oriented, Manage Client..., Memos, Event Planning, Android, E-Learning, Microsoft Excel, Internet, Invoicing, Interviews, 10 Key, Military, Office Management, Office Administration, PowerPoint, QuickBooks, Sports, Tutoring, Microsoft Word, Youth Mentoring, Writing, Wellness
Education
American InterContinental University 2008 — 2009
Associate's degree, Business Administration and Management, General
Edmond North High School 2002 — 2003
High School Dipolma, General Studies
Jersey Village High School 1999 — 2002
High school diploma, General Studies
Diana Palacios's Wells Fargo Advisors Experience June 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo September 2011 - Present
Wells Fargo March 2010 - September 2011
Staples February 2009 - March 2010
Skills
Retail Banking, Sales Management, Bilingual-English/Spanis..., Computer Proficiency, Team Leadership, High level of initiative, Cold Calling, Volunteering, Time Management, Credit, Management, Customer Retention, Portfolio Management, Commercial Banking, Consumer Lending, Sales, Banking, Finance, Customer Service, Loans
Education
Miami Dade College 2010 — 2014
Bachelor of Applied Science (BASc), Management and Supervision
Universidad de Caldas 2006 — 2008
Bachelor of Laws (LLB), Law
Wells Fargo Advisors June 2014 - Present
Wells Fargo September 2011 - Present
Wells Fargo March 2010 - September 2011
Staples February 2009 - March 2010
Skills
Retail Banking, Sales Management, Bilingual-English/Spanis..., Computer Proficiency, Team Leadership, High level of initiative, Cold Calling, Volunteering, Time Management, Credit, Management, Customer Retention, Portfolio Management, Commercial Banking, Consumer Lending, Sales, Banking, Finance, Customer Service, Loans
Education
Miami Dade College 2010 — 2014
Bachelor of Applied Science (BASc), Management and Supervision
Universidad de Caldas 2006 — 2008
Bachelor of Laws (LLB), Law
Ben Bogie Ben Bogie's Wells Fargo Advisors Experience June 2011 - August 2011
Job Securities Operations Service Specialist 3 at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments May 2013 - Present
Cub Foods April 2010 - January 2013
Wells Fargo Advisors June 2011 - August 2011
Skills
Banking, Microsoft Excel, Investments, Multitasking Skills, PowerPoint, Access, Time Management, Data Analysis, Teamwork, Microsoft Word, Customer Service, Outlook, Financial Analysis, Research, Forecasting, Prezi, Leadership
Education
St. Cloud State University 2010 — 2013
Bachelor's degree, Finance
Anoka Ramsey Community College 2008 — 2010
St. Anthony Village High School
Wells Fargo Investments May 2013 - Present
Cub Foods April 2010 - January 2013
Wells Fargo Advisors June 2011 - August 2011
Skills
Banking, Microsoft Excel, Investments, Multitasking Skills, PowerPoint, Access, Time Management, Data Analysis, Teamwork, Microsoft Word, Customer Service, Outlook, Financial Analysis, Research, Forecasting, Prezi, Leadership
Education
St. Cloud State University 2010 — 2013
Bachelor's degree, Finance
Anoka Ramsey Community College 2008 — 2010
St. Anthony Village High School
Matthew Simone Matthew Simone's Wells Fargo Advisors Experience June 2010 - August 2010
Job Associate Attorney at The DeLorenzo Law Firm, LLP.
Industry Legal Services
Experience
The DeLorenzo Law Firm February 2012 - Present
Nationwide Payment Solutions January 2010 - Present
Albany County District Attorney's Office August 2012 - December 2012
Schenectady County Public Defender's Office June 2011 - June 2012
Capital Bankcard 2010 - 2012
Wells Fargo Advisors June 2010 - August 2010
Skills
Microsoft Office, Excel, Word, PowerPoint, Photoshop, Legal Research, Legal Writing, Credit Card Processing
Education
Albany Law School of Union University 2011 — 2013
J.D., 2013
Binghamton University - School of Management 2006 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
The DeLorenzo Law Firm February 2012 - Present
Nationwide Payment Solutions January 2010 - Present
Albany County District Attorney's Office August 2012 - December 2012
Schenectady County Public Defender's Office June 2011 - June 2012
Capital Bankcard 2010 - 2012
Wells Fargo Advisors June 2010 - August 2010
Skills
Microsoft Office, Excel, Word, PowerPoint, Photoshop, Legal Research, Legal Writing, Credit Card Processing
Education
Albany Law School of Union University 2011 — 2013
J.D., 2013
Binghamton University - School of Management 2006 — 2010
Bachelor of Science (B.S.), Finance and Financial Management Services
Neil Dickson Neil Dickson's Wells Fargo Advisors Experience July 2013 - July 2014
Job VP Branch Manager at Patriot National Bank
Industry Banking
Experience
Patriot National Bank September 2014 - Present
Stamford Historical Society 2012 - Present
Wells Fargo Advisors July 2013 - July 2014
Darien Public Schools February 2013 - July 2013
Stamford First Bank August 2010 - January 2013
Patriot National Bank February 2005 - August 2010
People's United Bank February 1996 - February 2005
Skills
Windows, Sales Management, Auditing, Volunteering, Community Outreach, Compliance, Notary Public, Mortgage Lending, Change Management, Coaching, Recruiting, Management, Finance, Small Business Lending, Credit, Banking, Loan Origination, Loans, Consumer Lending, Credit Analysis, Commercial Banking, Investments, Cross Selling, Branch Management, Refinance, Lines Of Credit, Residential Mortgages, Branch Banking, Risk Management, Deposits, Portfolio Management, Financial Analysis, Relationship Management, Budgets, Financial Risk, New Business Development, Financial Reporting, Retail, Event Planning
Education
Albertus Magnus College 1997 — 1999
MSM, Management
Dalhousie University 1984 — 1986
BComm, Business Administration and Management, General
Dalhousie University 1979 — 1983
Bachelor's degree, Psychology
Patriot National Bank September 2014 - Present
Stamford Historical Society 2012 - Present
Wells Fargo Advisors July 2013 - July 2014
Darien Public Schools February 2013 - July 2013
Stamford First Bank August 2010 - January 2013
Patriot National Bank February 2005 - August 2010
People's United Bank February 1996 - February 2005
Skills
Windows, Sales Management, Auditing, Volunteering, Community Outreach, Compliance, Notary Public, Mortgage Lending, Change Management, Coaching, Recruiting, Management, Finance, Small Business Lending, Credit, Banking, Loan Origination, Loans, Consumer Lending, Credit Analysis, Commercial Banking, Investments, Cross Selling, Branch Management, Refinance, Lines Of Credit, Residential Mortgages, Branch Banking, Risk Management, Deposits, Portfolio Management, Financial Analysis, Relationship Management, Budgets, Financial Risk, New Business Development, Financial Reporting, Retail, Event Planning
Education
Albertus Magnus College 1997 — 1999
MSM, Management
Dalhousie University 1984 — 1986
BComm, Business Administration and Management, General
Dalhousie University 1979 — 1983
Bachelor's degree, Psychology
Corey Gray Corey Gray's Wells Fargo Advisors Experience September 2009 - March 2010
Job Financial Analyst at The Goodyear Tire & Rubber Company
Industry Financial Services
Experience
The Goodyear Tire & Rubber Company September 2013 - Present
The Goodyear Tire & Rubber Company January 2013 - September 2013
The Goodyear Tire & Rubber Company July 2012 - January 2013
The Goodyear Tire & Rubber Company January 2012 - July 2012
The Goodyear Tire & Rubber Company July 2011 - January 2012
Goodyear Tire & Rubber Company July 2010 - July 2011
Wells Fargo Advisors September 2009 - March 2010
Skills
Essbase, Financial Analysis, Financial Modeling, Accounting, Forecasting, Microsoft Excel, Hyperion Planning, Finance, SAP, Microsoft Office, Auditing, Cost Accounting, Financial Reporting, Analysis, PowerPoint
Education
Ohio University 2006 — 2010
BBA, Finance and International Business
Università Politecnica delle Marche
The Goodyear Tire & Rubber Company September 2013 - Present
The Goodyear Tire & Rubber Company January 2013 - September 2013
The Goodyear Tire & Rubber Company July 2012 - January 2013
The Goodyear Tire & Rubber Company January 2012 - July 2012
The Goodyear Tire & Rubber Company July 2011 - January 2012
Goodyear Tire & Rubber Company July 2010 - July 2011
Wells Fargo Advisors September 2009 - March 2010
Skills
Essbase, Financial Analysis, Financial Modeling, Accounting, Forecasting, Microsoft Excel, Hyperion Planning, Finance, SAP, Microsoft Office, Auditing, Cost Accounting, Financial Reporting, Analysis, PowerPoint
Education
Ohio University 2006 — 2010
BBA, Finance and International Business
Università Politecnica delle Marche
Naseem Hossain Naseem Hossain's Wells Fargo Advisors Experience June 2002 - June 2010
Job President at Joandnas llc
Industry International Trade and Development
Experience
Joandnas logistics Llc July 2010 - Present
Wells Fargo Advisors June 2002 - June 2010
AXA Advisors March 1998 - May 2002
Skills
Investments, Wealth Management, Financial Analysis, Strategic Financial..., Portfolio Management, Series 7, Finance, Asset Allocation, Alternative Investments, Financial Modeling, Asset Management, Mutual Funds, Retirement Planning, Equities, Securities, Risk Management, Financial Planning, Strategic Planning
Education
Dhaka International University 1978 — 1980
Master of Business Administration (MBA), Finance, General
Dhaka International University 1974 — 1978
Bachelor of Science (BSc), Public Administration
Joandnas logistics Llc July 2010 - Present
Wells Fargo Advisors June 2002 - June 2010
AXA Advisors March 1998 - May 2002
Skills
Investments, Wealth Management, Financial Analysis, Strategic Financial..., Portfolio Management, Series 7, Finance, Asset Allocation, Alternative Investments, Financial Modeling, Asset Management, Mutual Funds, Retirement Planning, Equities, Securities, Risk Management, Financial Planning, Strategic Planning
Education
Dhaka International University 1978 — 1980
Master of Business Administration (MBA), Finance, General
Dhaka International University 1974 — 1978
Bachelor of Science (BSc), Public Administration
Allison Jaggers Allison Jaggers's Wells Fargo Advisors Experience May 2011 - August 2011
Job Consumer Services Professional
Industry Consumer Services
Experience
Wells Fargo Advisors May 2011 - August 2011
North Houston Communications August 2010 - April 2011
The Scotts Company February 2010 - August 2010
Northwest All-Star Gymnastics June 2008 - November 2009
Education
American InterContinental University 2008 — 2009
AAS, Business Administration
Wells Fargo Advisors May 2011 - August 2011
North Houston Communications August 2010 - April 2011
The Scotts Company February 2010 - August 2010
Northwest All-Star Gymnastics June 2008 - November 2009
Education
American InterContinental University 2008 — 2009
AAS, Business Administration
Johny Vattathara Johny Vattathara's Wells Fargo Advisors Experience April 2010 - October 2010
Job Engineering Manager Performance, Automation and PDE at GE Healthcare
Industry Information Technology and Services
Experience
Belcan TechServices August 2012 - Present
GE Healthcare September 2010 - September 2012
Wells Fargo Advisors April 2010 - October 2010
Sisters of Mercy Health System December 2006 - April 2010
Express Scripts 2005 - 2006
RehabCare Group January 2005 - September 2005
MasterCard March 2002 - November 2004
Edward Jones November 1999 - November 2001
Skills
SDLC, Quality Center, Test Automation, Testing, Software Quality..., Quality Assurance, LoadRunner, QTP, Performance Testing, WinRunner, System Testing, Agile Methodologies, Management, Databases, Business Analysis, SQL, Microsoft SQL Server, Regression Testing, Project Management, Requirements Analysis, ERP, Software Development, Oracle, Data Warehousing, Test Planning, Waterfall, Unix, Software Project..., User Acceptance Testing, Scrum, Integration, Requirements Gathering, CRM, Analysis, Performance Tuning, Software Documentation, SharePoint, Visio, HP Quality Center, HP QTP
Education
University of Calicut 1984 — 1988
B-Tech, Mechanical Engineering
Annamalai University 1990 — 1991
PGDBA, Business Administration
Belcan TechServices August 2012 - Present
GE Healthcare September 2010 - September 2012
Wells Fargo Advisors April 2010 - October 2010
Sisters of Mercy Health System December 2006 - April 2010
Express Scripts 2005 - 2006
RehabCare Group January 2005 - September 2005
MasterCard March 2002 - November 2004
Edward Jones November 1999 - November 2001
Skills
SDLC, Quality Center, Test Automation, Testing, Software Quality..., Quality Assurance, LoadRunner, QTP, Performance Testing, WinRunner, System Testing, Agile Methodologies, Management, Databases, Business Analysis, SQL, Microsoft SQL Server, Regression Testing, Project Management, Requirements Analysis, ERP, Software Development, Oracle, Data Warehousing, Test Planning, Waterfall, Unix, Software Project..., User Acceptance Testing, Scrum, Integration, Requirements Gathering, CRM, Analysis, Performance Tuning, Software Documentation, SharePoint, Visio, HP Quality Center, HP QTP
Education
University of Calicut 1984 — 1988
B-Tech, Mechanical Engineering
Annamalai University 1990 — 1991
PGDBA, Business Administration
Michael Bartolotta Jr. CFP®'s Wells Fargo Advisors Experience February 2011 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2011 - Present
Sovereign Bank September 2005 - February 2011
Ameriprise Financial Services, Inc. May 2004 - September 2005
Skills
Retirement Planning, Investment Strategies, Insurance, 401(k) Rollovers, Financial Advisory, Risk Management
Education
Albertus Magnus College 2000 — 2004
Bachelor of Science (B.S.), Business/Commerce, General
Wells Fargo Advisors February 2011 - Present
Sovereign Bank September 2005 - February 2011
Ameriprise Financial Services, Inc. May 2004 - September 2005
Skills
Retirement Planning, Investment Strategies, Insurance, 401(k) Rollovers, Financial Advisory, Risk Management
Education
Albertus Magnus College 2000 — 2004
Bachelor of Science (B.S.), Business/Commerce, General
Sankar Lakshmipathi's Wells Fargo Advisors Experience 2009 - Present
Job Project Manager at SunTrust
Industry Capital Markets
Experience
Wells Fargo Advisors 2009 - Present
SunTrust Mortgage August 2006 - June 2009
suntrust mortgage 2006 - 2009
SunTrust 2002 - 2009
SunTrust 2002 - 2009
Phillip MOrris 1999 - 2007
Altria Client 1999 - 2007
Philip Morris U.S October 1999 - August 2006
iGate Global Solutions 1999 - 2006
Virginia Power September 1996 - July 1999
Skills
PMP
Education
Anna University 1987 — 1991
Anna University 1987 — 1991
B.E, Electronics and Communication
COLLEGE OF ENGINEERING
Bachelor of Engineering, Electronics and Communications
Wells Fargo Advisors 2009 - Present
SunTrust Mortgage August 2006 - June 2009
suntrust mortgage 2006 - 2009
SunTrust 2002 - 2009
SunTrust 2002 - 2009
Phillip MOrris 1999 - 2007
Altria Client 1999 - 2007
Philip Morris U.S October 1999 - August 2006
iGate Global Solutions 1999 - 2006
Virginia Power September 1996 - July 1999
Skills
PMP
Education
Anna University 1987 — 1991
Anna University 1987 — 1991
B.E, Electronics and Communication
COLLEGE OF ENGINEERING
Bachelor of Engineering, Electronics and Communications
Frank Tegge C.I.M.A's Wells Fargo Advisors Experience September 2008 - Present
Job senior vice president investments, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2008 - Present
Skills
Insurance, Mutual Funds, Estate Planning, Retirement Planning, Mergers & Acquisitions, Commercial Lending, Fixed Annuities, Executive Management, 401k, Investments, Corporate Law, Sales, Credit, Real Estate, IRAs, Public Speaking, Variance Analysis, Series 7, Treasury Services, Loans, Due Diligence, Commercial Real Estate, Real Estate Transactions, Trusts
Education
Albion College 1960 — 1964
B.A., History, Economics, English
Wells Fargo Advisors September 2008 - Present
Skills
Insurance, Mutual Funds, Estate Planning, Retirement Planning, Mergers & Acquisitions, Commercial Lending, Fixed Annuities, Executive Management, 401k, Investments, Corporate Law, Sales, Credit, Real Estate, IRAs, Public Speaking, Variance Analysis, Series 7, Treasury Services, Loans, Due Diligence, Commercial Real Estate, Real Estate Transactions, Trusts
Education
Albion College 1960 — 1964
B.A., History, Economics, English
Khalid Akhtar's Wells Fargo Advisors Experience September 2009 - Present
Job AVP at WellsFargo
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2009 - Present
Pfizer 2000 - Present
Intralot May 2008 - August 2009
Tata Infotech 1996 - 1998
Education
University of Colorado Colorado Springs 1999 — 2001
Lalit Narayan Mithila University
Wells Fargo Advisors September 2009 - Present
Pfizer 2000 - Present
Intralot May 2008 - August 2009
Tata Infotech 1996 - 1998
Education
University of Colorado Colorado Springs 1999 — 2001
Lalit Narayan Mithila University
Cynthia Black's Wells Fargo Advisors Experience January 2011 - March 2013
Job Personal Banker at Wells Fargo Advisors
Industry Banking
Experience
Optimistic enterprise July 2013 - Present
Brown Mackie College February 2012 - Present
Contractor January 2008 - May 2013
Wells Fargo Advisors January 2011 - March 2013
Abbott June 2006 - December 2008
Pfizer May 2001 - June 2006
Skills
Cardiology, Managed Care, Urology, Pharmaceutical Industry, Territory Management, Medical Devices, Sales Operations, Endocrinology, Cross-functional Team..., Neurology, Hospital Sales, Rheumatology, Selling Skills, Oncology, Customer Service, Leadership, Leadership Development, Business Development, Management, Public Speaking, Sales, Sales Force Development, Sales Process, Team Building, Training
Education
Indiana Wesleyan University 1998 — 2000
MBA, Business
Tuskegee University 1990 — 1995
BS Marketing, Business
Masters of Cosmetology College
Aesthetics
Optimistic enterprise July 2013 - Present
Brown Mackie College February 2012 - Present
Contractor January 2008 - May 2013
Wells Fargo Advisors January 2011 - March 2013
Abbott June 2006 - December 2008
Pfizer May 2001 - June 2006
Skills
Cardiology, Managed Care, Urology, Pharmaceutical Industry, Territory Management, Medical Devices, Sales Operations, Endocrinology, Cross-functional Team..., Neurology, Hospital Sales, Rheumatology, Selling Skills, Oncology, Customer Service, Leadership, Leadership Development, Business Development, Management, Public Speaking, Sales, Sales Force Development, Sales Process, Team Building, Training
Education
Indiana Wesleyan University 1998 — 2000
MBA, Business
Tuskegee University 1990 — 1995
BS Marketing, Business
Masters of Cosmetology College
Aesthetics
Alex Daudsyah's Wells Fargo Advisors Experience October 2014 - Present
Job Solution Architect at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Wells Fargo Bank August 2006 - Present
Wells Fargo September 2006 - October 2014
Education
Abilene Christian University 1982 — 1986
Wells Fargo Advisors October 2014 - Present
Wells Fargo Bank August 2006 - Present
Wells Fargo September 2006 - October 2014
Education
Abilene Christian University 1982 — 1986
Dharanidharan Saravanasundaram's Wells Fargo Advisors Experience March 2010 - December 2010
Job Project Manager at Collabera
Industry Computer Software
Experience
Collabera February 2011 - Present
JP Morgan Chase February 2011 - Present
Accenture March 2010 - February 2011
Wells Fargo Advisors March 2010 - December 2010
Cognizant Technology solutions 2002 - July 2009
JP Morgan Chase July 2008 - April 2009
Ameriprise financial July 2007 - May 2008
JPMorgan Chase 2003 - 2006
First Data Merchant Services November 2002 - August 2003
IRI 2001 - 2002
Skills
SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Enterprise Architecture, Business Analysis, Solution Architecture, Project Management, SOA, Business Intelligence
Education
Alagappa University 1994 — 1996
Sindhi College 1991 — 1994
B.SC, Computer science
Collabera February 2011 - Present
JP Morgan Chase February 2011 - Present
Accenture March 2010 - February 2011
Wells Fargo Advisors March 2010 - December 2010
Cognizant Technology solutions 2002 - July 2009
JP Morgan Chase July 2008 - April 2009
Ameriprise financial July 2007 - May 2008
JPMorgan Chase 2003 - 2006
First Data Merchant Services November 2002 - August 2003
IRI 2001 - 2002
Skills
SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Enterprise Architecture, Business Analysis, Solution Architecture, Project Management, SOA, Business Intelligence
Education
Alagappa University 1994 — 1996
Sindhi College 1991 — 1994
B.SC, Computer science
Agnes Gray's Wells Fargo Advisors Experience November 2012 - October 2013
Job Finance Manager at Park Broad Investments
Industry Financial Services
Experience
Park Broad Investments October 2013 - Present
Wells Fargo Advisors November 2012 - October 2013
The Hartford April 2012 - August 2012
The Hartford June 2007 - March 2012
Skills
Customer Service, Insurance, Process Improvement, Financial Services, Outlook, Call Centers, Banking, Risk Management, Access, Business Analysis
Education
Albertus Magnus College 2013 — 2014
Master of Business Administration (M.B.A.)
Albertus Magnus College 2007 — 2013
Bachelor's Degree, Busines Management
Park Broad Investments October 2013 - Present
Wells Fargo Advisors November 2012 - October 2013
The Hartford April 2012 - August 2012
The Hartford June 2007 - March 2012
Skills
Customer Service, Insurance, Process Improvement, Financial Services, Outlook, Call Centers, Banking, Risk Management, Access, Business Analysis
Education
Albertus Magnus College 2013 — 2014
Master of Business Administration (M.B.A.)
Albertus Magnus College 2007 — 2013
Bachelor's Degree, Busines Management
Krishna Rao Villuri's Wells Fargo Advisors Experience January 2011 - July 2011
Job Sr. Java/J2ee Technical Consulatant
Industry Information Technology and Services
Experience
TD Ameritrade July 2011 - Present
Wells Fargo Advisors January 2011 - July 2011
Hewlett-Packard September 2005 - January 2011
Mindtree Ltd. September 2004 - September 2005
Dept of IT&C, Govt of AP 2003 - 2004
Skills
Web Services, Oracle, Software Development, XML, Java, SQL, Unix, JavaScript, PL/SQL, Spring, JSP, HTML, jQuery, Struts, JMS, JPA, AJAX, J2EE Application..., Microsoft SQL Server, Java Enterprise Edition
Education
Andhra University 1999 — 2002
Master of Computer Applications (MCA), Computer Programming, Specific Applications, College Topper
A.M.A.L College 1996 — 1999
Bachelor's degree, Mathematics, A
A.M.A.L College 1993 — 1995
Intermediate(+2), Mathematics, A
M.G.H.School 1989 — 1993
HighSchool Studies
TD Ameritrade July 2011 - Present
Wells Fargo Advisors January 2011 - July 2011
Hewlett-Packard September 2005 - January 2011
Mindtree Ltd. September 2004 - September 2005
Dept of IT&C, Govt of AP 2003 - 2004
Skills
Web Services, Oracle, Software Development, XML, Java, SQL, Unix, JavaScript, PL/SQL, Spring, JSP, HTML, jQuery, Struts, JMS, JPA, AJAX, J2EE Application..., Microsoft SQL Server, Java Enterprise Edition
Education
Andhra University 1999 — 2002
Master of Computer Applications (MCA), Computer Programming, Specific Applications, College Topper
A.M.A.L College 1996 — 1999
Bachelor's degree, Mathematics, A
A.M.A.L College 1993 — 1995
Intermediate(+2), Mathematics, A
M.G.H.School 1989 — 1993
HighSchool Studies
Teresa L.'s Wells Fargo Advisors Experience June 2013 - Present
Job Licensed Personal Banker II
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
PFSI September 2011 - July 2013
National Action Network 2011 - 2013
XXX April 2006 - November 2012
National Action Network 2010 - 2012
E*TRADE Financial 2006 - 2011
Skills
Series 7, Series 63, Term Life Insurance, Annuities, Retirement Planning, IRA's, Mutual Funds, Retirement, Series 6, 401k, Annuity, Wealth Management, Securities, Customer Relations, Estate Planning, Investments, FINRA, Insurance, Public Speaking, Fundraising, Retirement Income..., Roth IRA, Fixed Annuities, Customer Service, Variable Products, Youth Empowerment, Women Owned Business, Women Leaders, Professional Women, Strategic Financial..., Portfolio Management, Equities, Asset Management, Credit, Trading, Fixed Income
Education
American Intercontinental University 2010 — 2012
Master's, Business Administration/Project Management
The University of Tennessee at Chattanooga 1987 — 1991
BS, Criminal Justice
Wells Fargo Advisors June 2013 - Present
PFSI September 2011 - July 2013
National Action Network 2011 - 2013
XXX April 2006 - November 2012
National Action Network 2010 - 2012
E*TRADE Financial 2006 - 2011
Skills
Series 7, Series 63, Term Life Insurance, Annuities, Retirement Planning, IRA's, Mutual Funds, Retirement, Series 6, 401k, Annuity, Wealth Management, Securities, Customer Relations, Estate Planning, Investments, FINRA, Insurance, Public Speaking, Fundraising, Retirement Income..., Roth IRA, Fixed Annuities, Customer Service, Variable Products, Youth Empowerment, Women Owned Business, Women Leaders, Professional Women, Strategic Financial..., Portfolio Management, Equities, Asset Management, Credit, Trading, Fixed Income
Education
American Intercontinental University 2010 — 2012
Master's, Business Administration/Project Management
The University of Tennessee at Chattanooga 1987 — 1991
BS, Criminal Justice
Schaeffer Arnold's Wells Fargo Advisors Experience October 2008 - May 2009
Job Growth Hacker at Wiser
Industry Consumer Services
Experience
Wiser September 2015 - Present
Self April 2015 - Present
DealflowSF September 2013 - Present
Cater2.me August 2014 - May 2015
Office Heroes League August 2013 - May 2015
Cater2.me October 2012 - August 2014
Intrepid Bioinformatics February 2011 - April 2012
TrueID June 2010 - April 2012
Brown Mackie College August 2010 - February 2012
Wells Fargo Advisors October 2008 - May 2009
Skills
Start-ups, Business Development, Market Research, Sales, Leadership, Salesforce.com, Strategy, Financial Analysis, Communication Skills, PowerPoint, Financial Modeling, Strategic Planning, Start-up Environment, Financial Forecasting, Microsoft Excel, Investments, Management, Account Management, Time Management, Excel, Presenter, Lead Generation, Public Speaking, Venture Capital, Wordpress, Analysis, Finance, Entrepreneurship, Competitive Analysis, International Business, Consulting, Monte Carlo Simulation, LinkedIn Sales Navigator, SAS, Execution of Business..., Sales Leads, Social Media, Google Adwords, Google Analytics
Education
University of Louisville 2009 — 2011
Master of Business Administration (MBA), Entrepreneurship
Handelshochschule Leipzig 2010 — 2010
International Business Exchange Program: "Doing Business in the Enlarged European Union"
Miami University 2003 — 2007
Bachelor of Science, Finance, Statistics
Wiser September 2015 - Present
Self April 2015 - Present
DealflowSF September 2013 - Present
Cater2.me August 2014 - May 2015
Office Heroes League August 2013 - May 2015
Cater2.me October 2012 - August 2014
Intrepid Bioinformatics February 2011 - April 2012
TrueID June 2010 - April 2012
Brown Mackie College August 2010 - February 2012
Wells Fargo Advisors October 2008 - May 2009
Skills
Start-ups, Business Development, Market Research, Sales, Leadership, Salesforce.com, Strategy, Financial Analysis, Communication Skills, PowerPoint, Financial Modeling, Strategic Planning, Start-up Environment, Financial Forecasting, Microsoft Excel, Investments, Management, Account Management, Time Management, Excel, Presenter, Lead Generation, Public Speaking, Venture Capital, Wordpress, Analysis, Finance, Entrepreneurship, Competitive Analysis, International Business, Consulting, Monte Carlo Simulation, LinkedIn Sales Navigator, SAS, Execution of Business..., Sales Leads, Social Media, Google Adwords, Google Analytics
Education
University of Louisville 2009 — 2011
Master of Business Administration (MBA), Entrepreneurship
Handelshochschule Leipzig 2010 — 2010
International Business Exchange Program: "Doing Business in the Enlarged European Union"
Miami University 2003 — 2007
Bachelor of Science, Finance, Statistics
Oliver Glover's Wells Fargo Advisors Experience December 2010 - Present
Job Lead Call Center Planning Analyst at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors December 2010 - Present
Wells Fargo Advisors May 2007 - December 2010
Wachovia Securities January 2006 - May 2007
Wachovia Securities January 2004 - January 2006
MetLife Financial Services May 2003 - December 2003
Information Control Systems, Inc October 2002 - December 2002
Kelly IT Resources September 2002 - December 2002
Wachovia Bank January 1994 - October 2002
Skills
Coaching, Training, Employee Relations, Performance Management, Process Improvement, Outlook, Lotus Notes, Customer Service, Call Center, Recruiting, Forecasting, Customer Satisfaction, Call Centers, Analysis, Change Management, Management, Leadership, Banking
Education
American InterContinental University 2009 — 2010
Associate of the Arts, with Honors, Business Administration
New Horizons Computer Learning Center 2001 — 2002
Microsoft Certified Systems Engineer (MCSE) Track
Winthrop University 1992 — 1993
Elementary Education
Linden Junior High School
Townsend Harris High School
Wells Fargo Advisors December 2010 - Present
Wells Fargo Advisors May 2007 - December 2010
Wachovia Securities January 2006 - May 2007
Wachovia Securities January 2004 - January 2006
MetLife Financial Services May 2003 - December 2003
Information Control Systems, Inc October 2002 - December 2002
Kelly IT Resources September 2002 - December 2002
Wachovia Bank January 1994 - October 2002
Skills
Coaching, Training, Employee Relations, Performance Management, Process Improvement, Outlook, Lotus Notes, Customer Service, Call Center, Recruiting, Forecasting, Customer Satisfaction, Call Centers, Analysis, Change Management, Management, Leadership, Banking
Education
American InterContinental University 2009 — 2010
Associate of the Arts, with Honors, Business Administration
New Horizons Computer Learning Center 2001 — 2002
Microsoft Certified Systems Engineer (MCSE) Track
Winthrop University 1992 — 1993
Elementary Education
Linden Junior High School
Townsend Harris High School
Patrick Caze's Wells Fargo Advisors Experience July 2013 - September 2013
Job Management
Industry Automotive
Experience
Toyota USA March 2015 - Present
Black Diamond Paving January 2014 - July 2014
CareFusion September 2013 - January 2014
Wells Fargo Advisors July 2013 - September 2013
Naval Special Warfare Command June 2011 - June 2013
United States Marine Corps 2009 - 2011
USMC 2007 - 2009
HQMC 2004 - 2007
United States Marine Corps 2001 - 2004
Skills
Military Logistics, Military Operations, Military, Operational Planning, Logistics Management, Security Clearance, Military Experience, Command, Marine Corps, DoD, PBUSE, Logistics
Education
Alliant International University-San Diego Cornerstone Court 2014 — 2017
Doctor of Philosophy (PhD), Organizational Leadership
Webster University 2001 — 2003
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
Florida A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Toyota USA March 2015 - Present
Black Diamond Paving January 2014 - July 2014
CareFusion September 2013 - January 2014
Wells Fargo Advisors July 2013 - September 2013
Naval Special Warfare Command June 2011 - June 2013
United States Marine Corps 2009 - 2011
USMC 2007 - 2009
HQMC 2004 - 2007
United States Marine Corps 2001 - 2004
Skills
Military Logistics, Military Operations, Military, Operational Planning, Logistics Management, Security Clearance, Military Experience, Command, Marine Corps, DoD, PBUSE, Logistics
Education
Alliant International University-San Diego Cornerstone Court 2014 — 2017
Doctor of Philosophy (PhD), Organizational Leadership
Webster University 2001 — 2003
Master of Arts (M.A.), Human Resources Management/Personnel Administration, General
Florida A&M University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Igor Spektor's Wells Fargo Advisors Experience April 2011 - July 2011
Job BI & Reporting Architect at Centric Group
Industry Computer Software
Experience
Centric Group July 2013 - Present
Centene Corporation July 2011 - July 2013
Wells Fargo Advisors April 2011 - July 2011
U.S. Bank May 2009 - March 2011
Sigma Aldrich January 2009 - March 2009
CITY OF SAINT LOUIS BOARD OF PUBLIC SERVICES April 2007 - January 2009
WASHINGTON UNIVERSITY IN SAINT LOUIS November 2006 - March 2007
Bank of America October 2005 - November 2006
METRO – BI-STATE DEVELOPMENT AGENCY September 2004 - October 2005
EXCEL HOME CARE January 2002 - September 2004
Skills
SQL, SharePoint, Microsoft SQL Server, Data & Systems Analysis, Business Analysis, Database Modeling, Data..., SQL Server..., SSRS, Toad, VBA, VisualStudio, SDLC, Access, Visio, Requirements Analysis, Microsoft Office, Oracle, Visual Studio
Education
Voronezh State University of Architecture and Civil Engineering 1979 — 1984
Civil Engineering, Water Resources Engineering
Centric Group July 2013 - Present
Centene Corporation July 2011 - July 2013
Wells Fargo Advisors April 2011 - July 2011
U.S. Bank May 2009 - March 2011
Sigma Aldrich January 2009 - March 2009
CITY OF SAINT LOUIS BOARD OF PUBLIC SERVICES April 2007 - January 2009
WASHINGTON UNIVERSITY IN SAINT LOUIS November 2006 - March 2007
Bank of America October 2005 - November 2006
METRO – BI-STATE DEVELOPMENT AGENCY September 2004 - October 2005
EXCEL HOME CARE January 2002 - September 2004
Skills
SQL, SharePoint, Microsoft SQL Server, Data & Systems Analysis, Business Analysis, Database Modeling, Data..., SQL Server..., SSRS, Toad, VBA, VisualStudio, SDLC, Access, Visio, Requirements Analysis, Microsoft Office, Oracle, Visual Studio
Education
Voronezh State University of Architecture and Civil Engineering 1979 — 1984
Civil Engineering, Water Resources Engineering
Richard Stolar's Wells Fargo Advisors Experience April 2009 - Present
Job Financial Advisor/Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
Merrill Lynch July 2000 - April 2009
Education
American University
Bachelor's Degree, Accounting and Business/Management
Wells Fargo Advisors April 2009 - Present
Merrill Lynch July 2000 - April 2009
Education
American University
Bachelor's Degree, Accounting and Business/Management
Lena Lietz's Wells Fargo Advisors Experience September 2012 - December 2012
Job Business Analyst Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2014 - Present
Questar Capital September 2013 - October 2014
ING December 2012 - September 2013
Wells Fargo Advisors September 2012 - December 2012
Wells Fargo Advisors August 2009 - September 2012
Wells Fargo Investments January 2009 - August 2009
Wells Fargo Investments June 2005 - January 2009
Wells Trade 2000 - 2005
Wells Trade July 2000 - May 2002
KDUZ/KKJR Radio May 1997 - March 2000
Skills
Securities, Investments, Call Center, Wisdom, Beta, Hogan, CEO, Microsoft Office, DisputeMax, Access, Asset Allocation, Analysis, Banking, Call Centers, Customer Service, FINRA, Finance, Financial Services, Leadership, Retirement Planning, Mutual Funds, Software Lifecycle, Trading, Risk Management
Education
North Hennepin Community College 2012 — 2013
Microsoft Career Essentials
Brown College 1996 — 1997
TV/ Radio Broadcasting, Radio
Anoka Ramsey Community College 1992 — 1994
Generals
Irondale High School 1989 — 1992
Diploma
Ameriprise Financial October 2014 - Present
Questar Capital September 2013 - October 2014
ING December 2012 - September 2013
Wells Fargo Advisors September 2012 - December 2012
Wells Fargo Advisors August 2009 - September 2012
Wells Fargo Investments January 2009 - August 2009
Wells Fargo Investments June 2005 - January 2009
Wells Trade 2000 - 2005
Wells Trade July 2000 - May 2002
KDUZ/KKJR Radio May 1997 - March 2000
Skills
Securities, Investments, Call Center, Wisdom, Beta, Hogan, CEO, Microsoft Office, DisputeMax, Access, Asset Allocation, Analysis, Banking, Call Centers, Customer Service, FINRA, Finance, Financial Services, Leadership, Retirement Planning, Mutual Funds, Software Lifecycle, Trading, Risk Management
Education
North Hennepin Community College 2012 — 2013
Microsoft Career Essentials
Brown College 1996 — 1997
TV/ Radio Broadcasting, Radio
Anoka Ramsey Community College 1992 — 1994
Generals
Irondale High School 1989 — 1992
Diploma
Joe Romano's Wells Fargo Advisors Experience 2013 - Present
Job Business System Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2013 - Present
The Merge Computer Group, Inc. 2013 - 2013
Capital One 2007 - 2013
Randstad Technologies US 2007 - 2008
McKesson 2005 - 2007
Technology Advancement Group 2003 - 2004
Skills
Requirements Gathering, Systems Analysis, Process Improvement, Data Mapping, ERP, System Design, Process Flow, System Migration, Software, Security, Security Clearance, SDLC, Testing, Business Process, Agile Methodologies, Cross-functional Team..., Analysis, Business Requirements, Business Analysis, Data Warehousing, Software Documentation, Databases, ETL
Education
Adelphi University 1988 — 1989
Bachelor of Arts (B.A.), Business Administration, Management and Operations
State University of New York - System 1977 — 1979
BA, Business Mgmt and Communications
Wells Fargo Advisors 2013 - Present
The Merge Computer Group, Inc. 2013 - 2013
Capital One 2007 - 2013
Randstad Technologies US 2007 - 2008
McKesson 2005 - 2007
Technology Advancement Group 2003 - 2004
Skills
Requirements Gathering, Systems Analysis, Process Improvement, Data Mapping, ERP, System Design, Process Flow, System Migration, Software, Security, Security Clearance, SDLC, Testing, Business Process, Agile Methodologies, Cross-functional Team..., Analysis, Business Requirements, Business Analysis, Data Warehousing, Software Documentation, Databases, ETL
Education
Adelphi University 1988 — 1989
Bachelor of Arts (B.A.), Business Administration, Management and Operations
State University of New York - System 1977 — 1979
BA, Business Mgmt and Communications
Prathima Kankipati's Wells Fargo Advisors Experience October 2014 - Present
Job Sr Java Developer at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Advisors October 2014 - Present
Randstad 2014 - 2015
Randstad 2014 - 2015
Randstad 2014 - 2015
Vanguard September 2012 - October 2014
Empowered Benefits November 2011 - September 2012
Mahindra Satyam June 2006 - September 2008
Skills
Servlets, Java, SQL, Java Enterprise Edition, XML, Core Java, Struts, Hibernate, JSP, Spring, Tomcat, PL/SQL, SOA, JavaScript, Weblogic, Agile Methodologies, Spring Framework, Web Services
Education
UNCC 2011 — 2013
Master's degree, Information Technology
Andhra University 2002 — 2006
B E, Electronics and Communication Engineering
Wells Fargo Advisors October 2014 - Present
Randstad 2014 - 2015
Randstad 2014 - 2015
Randstad 2014 - 2015
Vanguard September 2012 - October 2014
Empowered Benefits November 2011 - September 2012
Mahindra Satyam June 2006 - September 2008
Skills
Servlets, Java, SQL, Java Enterprise Edition, XML, Core Java, Struts, Hibernate, JSP, Spring, Tomcat, PL/SQL, SOA, JavaScript, Weblogic, Agile Methodologies, Spring Framework, Web Services
Education
UNCC 2011 — 2013
Master's degree, Information Technology
Andhra University 2002 — 2006
B E, Electronics and Communication Engineering
Alex Daudsyah's Wells Fargo Advisors Experience October 2014 - Present
Job Solution Architect at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Wells Fargo Bank September 2006 - Present
Wells Fargo October 2006 - October 2014
Education
Abilene Christian University
Wells Fargo Advisors October 2014 - Present
Wells Fargo Bank September 2006 - Present
Wells Fargo October 2006 - October 2014
Education
Abilene Christian University
Flor Amezquita's Wells Fargo Advisors Experience November 2013 - Present
Job Registered Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Skills
Securities, Bloomberg, Fixed Income, Series 65, Series 7
Education
Adelphi University
Bachelor of Business Administration (BBA), Management and Communication
Investment Banking Institute Business
Wells Fargo Advisors November 2013 - Present
Skills
Securities, Bloomberg, Fixed Income, Series 65, Series 7
Education
Adelphi University
Bachelor of Business Administration (BBA), Management and Communication
Investment Banking Institute Business
Don Brydges's Wells Fargo Advisors Experience January 2011 - July 2011
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - July 2011
Western & Southern Financial Group February 2010 - February 2011
Associated Spring Raymond January 2007 - May 2009
QIT/QMP 1999 - 2006
Education
University of Rochester - Simon Business School 1989 — 1994
MBA, Finance/Economics
Alfred University 1986 — 1989
BS, Ceramic Engineering
Wells Fargo Advisors January 2011 - July 2011
Western & Southern Financial Group February 2010 - February 2011
Associated Spring Raymond January 2007 - May 2009
QIT/QMP 1999 - 2006
Education
University of Rochester - Simon Business School 1989 — 1994
MBA, Finance/Economics
Alfred University 1986 — 1989
BS, Ceramic Engineering
David Roycroft's Wells Fargo Advisors Experience June 2000 - Present
Job Senior Systems Engineer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2000 - Present
Capital One April 1999 - March 2000
Ajilon Consulting December 1997 - April 1999
The Orkand Corporation August 1993 - November 1997
Infodata Systems Incorporated January 1980 - February 1993
Electronic Data Systems October 1978 - December 1979
Navy Federal Credit Union April 1976 - October 1978
Skills
IBM Mainframe, IBM PC, IBM Assembler, COBOL
Education
American University 1978 — 1979
BS, Technology of Management
Penn State University 1969 — 1972
Computer Science
Wells Fargo Advisors June 2000 - Present
Capital One April 1999 - March 2000
Ajilon Consulting December 1997 - April 1999
The Orkand Corporation August 1993 - November 1997
Infodata Systems Incorporated January 1980 - February 1993
Electronic Data Systems October 1978 - December 1979
Navy Federal Credit Union April 1976 - October 1978
Skills
IBM Mainframe, IBM PC, IBM Assembler, COBOL
Education
American University 1978 — 1979
BS, Technology of Management
Penn State University 1969 — 1972
Computer Science
Hermann Kurzinger's Wells Fargo Advisors Experience July 2009 - July 2011
Job Portfolio Personal Banker at HVB
Industry Banking
Experience
HVB August 2011 - Present
Wells Fargo July 2009 - July 2011
Wells Fargo Advisors July 2009 - July 2011
Banc of America Investments, LLC October 2005 - April 2011
Bank of America October 2005 - April 2009
Bank of America August 2002 - September 2005
Education
Staatliche Berufsschule München-Land München 1998 — 2001
Bankkaufmann, Banking, Economics, Bookkeeping
Joseph-von-Fraunhofer Realschule 1994 — 1998
1998, Economics, Bookkeeping
HVB August 2011 - Present
Wells Fargo July 2009 - July 2011
Wells Fargo Advisors July 2009 - July 2011
Banc of America Investments, LLC October 2005 - April 2011
Bank of America October 2005 - April 2009
Bank of America August 2002 - September 2005
Education
Staatliche Berufsschule München-Land München 1998 — 2001
Bankkaufmann, Banking, Economics, Bookkeeping
Joseph-von-Fraunhofer Realschule 1994 — 1998
1998, Economics, Bookkeeping
Phil Heinmiller, CRPC®'s Wells Fargo Advisors Experience 2006 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2006 - Present
Digital Equipment Corp. (DEC) 1986 - 1993
IBM Corp. 1976 - 1983
United States Air Force August 1969 - June 1976
Skills
Retirement Planning, Retirement, Strategic Investment..., Investments, Financial Services, Customer Service, Insurance, Strategy, Financial Modeling, Wealth Management, Annuities, Financial Risk..., Business, personal..., Mortgage Lending, Mutual Funds, Series 66, Series 7
Education
Abilene Christian University 1974 — 1976
M.S., Business, Economics, Marketing
University of Colorado Boulder - Leeds School of Business 1964 — 1970
B.S., Business
Wells Fargo Advisors 2006 - Present
Digital Equipment Corp. (DEC) 1986 - 1993
IBM Corp. 1976 - 1983
United States Air Force August 1969 - June 1976
Skills
Retirement Planning, Retirement, Strategic Investment..., Investments, Financial Services, Customer Service, Insurance, Strategy, Financial Modeling, Wealth Management, Annuities, Financial Risk..., Business, personal..., Mortgage Lending, Mutual Funds, Series 66, Series 7
Education
Abilene Christian University 1974 — 1976
M.S., Business, Economics, Marketing
University of Colorado Boulder - Leeds School of Business 1964 — 1970
B.S., Business
Kevin A Berk's Wells Fargo Advisors Experience August 1983 - Present
Job Managing Director Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors August 1983 - Present
Education
University of Southern California 1976 — 1979
Doctor of Education (EdD)
American University - Kogod School of Business 1974 — 1976
Master of Business Administration (MBA), Finance
University of Virginia 1969 — 1972
Bachelor of Arts (BA), Business
Wells Fargo Advisors August 1983 - Present
Education
University of Southern California 1976 — 1979
Doctor of Education (EdD)
American University - Kogod School of Business 1974 — 1976
Master of Business Administration (MBA), Finance
University of Virginia 1969 — 1972
Bachelor of Arts (BA), Business
Jesse Conary's Wells Fargo Advisors Experience April 2013 - Present
Job Personal Banker II at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - Present
Wells Fargo July 2014 - Present
Wells Fargo April 2011 - July 2014
Wells Fargo September 2010 - April 2011
Vail Resorts December 2009 - April 2011
Safeway April 2010 - September 2010
Target October 2007 - December 2009
Skills
Finance, Investments, Loans, Retail Banking, Mortgage Lending, Credit, Customer Service, Wealth Management, Small Business Lending, Sales, Consumer Lending, Commercial Finance, Computer Hardware, Strategic Financial..., Managerial Finance, Home Equity, Personal Finance, Financial Management, Financial Planning, Computer Repair, Hiring, Social Media, Microsoft Office, Management, Financial Services
Education
American River College 2007 — 2009
AA, Liberal Arts
Mira Loma High School 2003 — 2007
High School, International Studies Program
Wells Fargo Advisors April 2013 - Present
Wells Fargo July 2014 - Present
Wells Fargo April 2011 - July 2014
Wells Fargo September 2010 - April 2011
Vail Resorts December 2009 - April 2011
Safeway April 2010 - September 2010
Target October 2007 - December 2009
Skills
Finance, Investments, Loans, Retail Banking, Mortgage Lending, Credit, Customer Service, Wealth Management, Small Business Lending, Sales, Consumer Lending, Commercial Finance, Computer Hardware, Strategic Financial..., Managerial Finance, Home Equity, Personal Finance, Financial Management, Financial Planning, Computer Repair, Hiring, Social Media, Microsoft Office, Management, Financial Services
Education
American River College 2007 — 2009
AA, Liberal Arts
Mira Loma High School 2003 — 2007
High School, International Studies Program
Rani Nandigam's Wells Fargo Advisors Experience 2010 - 2010
Job System Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo July 2014 - Present
Lowes Test Manager February 2011 - January 2012
Wells Fargo Financial 2010 - 2011
Wells Fargo Advisors 2010 - 2010
Bank of America 2008 - 2008
Skills
Quality Assurance, Business Analysis, SDLC, Requirements Analysis, Vendor Management, SQL, Requirements Gathering, Visio, Testing, HP Quality Center, Process Improvement
Education
Nagarjuna University 1989 — 1992
Bachelor of Arts (B.A.)
Wells Fargo July 2014 - Present
Lowes Test Manager February 2011 - January 2012
Wells Fargo Financial 2010 - 2011
Wells Fargo Advisors 2010 - 2010
Bank of America 2008 - 2008
Skills
Quality Assurance, Business Analysis, SDLC, Requirements Analysis, Vendor Management, SQL, Requirements Gathering, Visio, Testing, HP Quality Center, Process Improvement
Education
Nagarjuna University 1989 — 1992
Bachelor of Arts (B.A.)
Bob Murthy's Wells Fargo Advisors Experience May 2015 - Present
Job Sr. VP at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Morgan Stanley June 2007 - May 2015
Ubs 2004 - 2007
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Series 63, Retirement, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Estate Planning, CIMA, CRPS
Education
Amherst College 1990 — 1994
AB, Economics
Hawken School 1977 — 1990
High School
Wells Fargo Advisors May 2015 - Present
Morgan Stanley June 2007 - May 2015
Ubs 2004 - 2007
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Series 63, Retirement, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Estate Planning, CIMA, CRPS
Education
Amherst College 1990 — 1994
AB, Economics
Hawken School 1977 — 1990
High School
Shona Granger Garrett's Wells Fargo Advisors Experience July 2013 - Present
Job Business Analyst at Wells Fargo Advisors
Industry Computer Software
Experience
Wells Fargo Advisors July 2013 - Present
The School District of University City October 2007 - July 2013
Skills
SQL Server Management..., SSIS MS SQL 2008, SSRS MS SQL 2008, Microsoft SQL Server..., Microsoft Access..., Comp TIA A+, Omnis Studio, Omnis 3-7, SMART Training and..., Microsoft Office..., Wordperfect, Microsoft Visio, Microsoft SQL Server, Visio, Training, Databases, Access, Customer Service, SQL, SharePoint, CompTIA A+ Certification, Project Management, Troubleshooting, Microsoft Office, CompTIA A+
Education
Lindenwood University 2010 — 2013
Master of Teaching, Certification in Middle School Mathematics, A
SetFocus 2010 — 2010
Master of SQL, SQL Master’s Program, A
American InterContinental University 2006 — 2006
Masters of Education, Instructional Technology, A
Southwest Missouri State University 1988 — 1997
Bachelor of Science (B.S.), Computer Science, B
Southwest Missouri State University 1988 — 1997
Bachelor of Science (B.S.), Mathematics, B
Wells Fargo Advisors July 2013 - Present
The School District of University City October 2007 - July 2013
Skills
SQL Server Management..., SSIS MS SQL 2008, SSRS MS SQL 2008, Microsoft SQL Server..., Microsoft Access..., Comp TIA A+, Omnis Studio, Omnis 3-7, SMART Training and..., Microsoft Office..., Wordperfect, Microsoft Visio, Microsoft SQL Server, Visio, Training, Databases, Access, Customer Service, SQL, SharePoint, CompTIA A+ Certification, Project Management, Troubleshooting, Microsoft Office, CompTIA A+
Education
Lindenwood University 2010 — 2013
Master of Teaching, Certification in Middle School Mathematics, A
SetFocus 2010 — 2010
Master of SQL, SQL Master’s Program, A
American InterContinental University 2006 — 2006
Masters of Education, Instructional Technology, A
Southwest Missouri State University 1988 — 1997
Bachelor of Science (B.S.), Computer Science, B
Southwest Missouri State University 1988 — 1997
Bachelor of Science (B.S.), Mathematics, B
David You's Wells Fargo Advisors Experience September 2008 - July 2010
Job Analytics consultant
Industry Financial Services
Experience
Wells Fargo Bank July 2014 - Present
HSBC Card and Retail Services March 2011 - July 2014
Wells Fargo Advisors September 2008 - July 2010
BJC HealthCare May 2006 - September 2008
Ameriwood Industries March 2005 - May 2006
Fuji Xerox (China) January 1997 - June 1999
Skills
Financial Risk, Finance, Analytics, Financial Modeling, Financial Services, Business Analysis, Financial Analysis, Portfolio Management, Data Analysis, Forecasting, SAS, Risk Management, Credit, SAS Programming, Varuiance analysis and..., Credit Risk, Marketing Strategy, Banking, Business Intelligence, Budgeting, Planning and..., Credit Risk and Analysis, Marketing Strategy and..., Marketing Compaign..., Tableau, SAS Visual Analytics
Education
University of Missouri - St. Louis 2002 — 2004
MBA, Finance
Lancaster University 1999 — 2002
Bachelor’s Degree, Accounting and Finance, First Hornor, Second Class
Tianjin Normal University 1992 — 1996
Bachelor of Arts (B.A.), English Studies
Wells Fargo Bank July 2014 - Present
HSBC Card and Retail Services March 2011 - July 2014
Wells Fargo Advisors September 2008 - July 2010
BJC HealthCare May 2006 - September 2008
Ameriwood Industries March 2005 - May 2006
Fuji Xerox (China) January 1997 - June 1999
Skills
Financial Risk, Finance, Analytics, Financial Modeling, Financial Services, Business Analysis, Financial Analysis, Portfolio Management, Data Analysis, Forecasting, SAS, Risk Management, Credit, SAS Programming, Varuiance analysis and..., Credit Risk, Marketing Strategy, Banking, Business Intelligence, Budgeting, Planning and..., Credit Risk and Analysis, Marketing Strategy and..., Marketing Compaign..., Tableau, SAS Visual Analytics
Education
University of Missouri - St. Louis 2002 — 2004
MBA, Finance
Lancaster University 1999 — 2002
Bachelor’s Degree, Accounting and Finance, First Hornor, Second Class
Tianjin Normal University 1992 — 1996
Bachelor of Arts (B.A.), English Studies
Pastor Chris Edwards's Wells Fargo Advisors Experience March 2005 - April 2008
Job Financial Services Professional, Pastor, Singer, Songwriter, Worship Recording Artist a
Industry Religious Institutions
Experience
Bank of America July 2015 - Present
MPowerment Unlimited September 2013 - Present
Pastor Chris Edwards Ministries February 2010 - Present
Horizon Music Group February 2010 - Present
The Soul Center Church March 2009 - October 2014
TD Bank April 2008 - April 2014
Wells Fargo Advisors March 2005 - April 2008
People's United Bank October 2002 - March 2005
Skills
Marketing Strategy, Event Planning, Social Media Marketing, Entertainment, Music Industry, Relationship Management, Public Speaking, Customer Service, Microsoft Office, Leadership, Social Media, Management, Recording, Team Building, Coaching, Social Networking, Event Management, Microsoft Excel, Sales, Singing, Small Business, Songwriting, Microsoft Word, Community Outreach, Public Relations, Music, Banking, Training, Budgets, Teaching, Leadership Development, Marketing, Finance, Strategic Planning, Volunteer Management
Education
Grace College of Divinity 2015 — 2020
Bachelor's degree, Divinity/Ministry
Westchester Community College 1992 — 1994
Certificate, Computer Operations
Westhill HIghschool 1988 — 1992
Diploma, English Music
Bank of America July 2015 - Present
MPowerment Unlimited September 2013 - Present
Pastor Chris Edwards Ministries February 2010 - Present
Horizon Music Group February 2010 - Present
The Soul Center Church March 2009 - October 2014
TD Bank April 2008 - April 2014
Wells Fargo Advisors March 2005 - April 2008
People's United Bank October 2002 - March 2005
Skills
Marketing Strategy, Event Planning, Social Media Marketing, Entertainment, Music Industry, Relationship Management, Public Speaking, Customer Service, Microsoft Office, Leadership, Social Media, Management, Recording, Team Building, Coaching, Social Networking, Event Management, Microsoft Excel, Sales, Singing, Small Business, Songwriting, Microsoft Word, Community Outreach, Public Relations, Music, Banking, Training, Budgets, Teaching, Leadership Development, Marketing, Finance, Strategic Planning, Volunteer Management
Education
Grace College of Divinity 2015 — 2020
Bachelor's degree, Divinity/Ministry
Westchester Community College 1992 — 1994
Certificate, Computer Operations
Westhill HIghschool 1988 — 1992
Diploma, English Music
Paul Cowles's Wells Fargo Advisors Experience November 2010 - August 2012
Job Brokerage Professional/Medicare Advisor
Industry Financial Services
Experience
Extend Health 2014 - Present
Adecco Group December 2013 - April 2014
Wells Fargo Advisors November 2010 - August 2012
Fidelity Investments August 2000 - January 2006
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Strategic Planning, Coaching, Training, Brokerage, Wellness, Fitness, Nutrition
Education
American University
Bachelor of Science (BS), Business Finance
Weber State University
Taxation
Extend Health 2014 - Present
Adecco Group December 2013 - April 2014
Wells Fargo Advisors November 2010 - August 2012
Fidelity Investments August 2000 - January 2006
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Strategic Planning, Coaching, Training, Brokerage, Wellness, Fitness, Nutrition
Education
American University
Bachelor of Science (BS), Business Finance
Weber State University
Taxation
Shilpa Prabhuranganathan's Wells Fargo Advisors Experience July 2011 - June 2012
Job .Net Developer / Programmer Analyst
Industry Information Technology and Services
Experience
US Bank August 2013 - October 2014
McKesson Medical Surgical October 2012 - March 2013
Wells Fargo Advisors July 2011 - June 2012
DC Water January 2011 - July 2011
Infosys October 2005 - December 2010
Skills
Microsoft SQL Server, PL/SQL, Web Services, C#, .NET, SQL, Oracle
Education
Anna University
Bachelor of Technology, Information Technology
US Bank August 2013 - October 2014
McKesson Medical Surgical October 2012 - March 2013
Wells Fargo Advisors July 2011 - June 2012
DC Water January 2011 - July 2011
Infosys October 2005 - December 2010
Skills
Microsoft SQL Server, PL/SQL, Web Services, C#, .NET, SQL, Oracle
Education
Anna University
Bachelor of Technology, Information Technology
Andres Vitalis's Wells Fargo Advisors Experience August 2013 - Present
Job Regional Banking Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
PNC Investments April 2012 - July 2013
AXA Advisors November 2010 - June 2011
Education
American University 2005 — 2008
International Business, Business Science
Wells Fargo Advisors August 2013 - Present
PNC Investments April 2012 - July 2013
AXA Advisors November 2010 - June 2011
Education
American University 2005 — 2008
International Business, Business Science
Roy Efrem Graham's Wells Fargo Advisors Experience Sr. Relationship Specialist/OfficerWells Fargo BankFebruary 2005 - March 2011
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Sr. Relationship Specialist/OfficerWells Fargo BankFebruary 2005 - March 2011
Education
Albertus Magnus College
BS, Business Management
Wells Fargo Advisors Sr. Relationship Specialist/OfficerWells Fargo BankFebruary 2005 - March 2011
Education
Albertus Magnus College
BS, Business Management
Fabian Bonilla's Wells Fargo Advisors Experience September 2013 - Present
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Advisors September 2013 - Present
Tdg realty July 2009 - Present
Skills
Sellers, First Time Home Buyers, Buyer Representation, Short Sales, Relocation, Listings, Single Family Homes, New Home Sales, Foreclosures, Condos, Real Estate, REO, Investment Properties, Investors, Referrals, Residential Homes, Real Estate Transactions, Townhomes, ABR, Buyers
Education
American InterContinental University-South Florida 2011 — 2013
Associate's degree, Business, Management, Marketing, and Related Support Services
Gold Coast Schools
Real Estate
Wells Fargo Advisors September 2013 - Present
Tdg realty July 2009 - Present
Skills
Sellers, First Time Home Buyers, Buyer Representation, Short Sales, Relocation, Listings, Single Family Homes, New Home Sales, Foreclosures, Condos, Real Estate, REO, Investment Properties, Investors, Referrals, Residential Homes, Real Estate Transactions, Townhomes, ABR, Buyers
Education
American InterContinental University-South Florida 2011 — 2013
Associate's degree, Business, Management, Marketing, and Related Support Services
Gold Coast Schools
Real Estate
Bharat Ramineni's Wells Fargo Advisors Experience November 2009 - August 2012
Job WebSphere MessageBroker and Datapower Consultant at TBC Corporation
Industry Information Technology and Services
Experience
TBC Corporation January 2013 - Present
Miracle Software Systems October 2009 - Present
Macy's Systems and Technology September 2012 - December 2012
Wells Fargo Advisors November 2009 - August 2012
Tata Consultancy Services March 2006 - October 2009
Central Electronics Engineering Research Institute August 2004 - May 2005
Radix Info Solutions (P) Ltd May 2002 - August 2003
Skills
Websphere, SOA, ESB
Education
Bharath Institute of Higher Education and Research 2003 — 2005
Master of Technology, Computers, Electronics
Nagarjuna University 1998 — 2002
Bachelor of technology, Electronics, Instrumentation
TBC Corporation January 2013 - Present
Miracle Software Systems October 2009 - Present
Macy's Systems and Technology September 2012 - December 2012
Wells Fargo Advisors November 2009 - August 2012
Tata Consultancy Services March 2006 - October 2009
Central Electronics Engineering Research Institute August 2004 - May 2005
Radix Info Solutions (P) Ltd May 2002 - August 2003
Skills
Websphere, SOA, ESB
Education
Bharath Institute of Higher Education and Research 2003 — 2005
Master of Technology, Computers, Electronics
Nagarjuna University 1998 — 2002
Bachelor of technology, Electronics, Instrumentation
Daniel Anwar's Wells Fargo Advisors Experience August 2008 - February 2009
Job Relationship Banker, JPMorgan Chase Bank, N.A
Industry Financial Services
Experience
JP Morgan Chase, N.A February 2010 - Present
Keller Williams Real Estate March 2009 - January 2010
Wells Fargo Advisors August 2008 - February 2009
Education
Universitas Padjadjaran (Unpad) 1996 — 2001
Bachelor of Science (BSc), Organic Chemistry
JP Morgan Chase, N.A February 2010 - Present
Keller Williams Real Estate March 2009 - January 2010
Wells Fargo Advisors August 2008 - February 2009
Education
Universitas Padjadjaran (Unpad) 1996 — 2001
Bachelor of Science (BSc), Organic Chemistry
Raghavendrarao Sanisetty's Wells Fargo Advisors Experience April 2013 - September 2014
Job ETL Solution Architect at Lowe's Companies, Inc.
Industry Retail
Experience
Lowe's Companies, Inc. November 2014 - Present
Wells Fargo Advisors April 2013 - September 2014
BJC HealthCare July 2012 - March 2013
Wells Fargo Advisors February 2011 - July 2012
Express Scripts June 2007 - January 2011
World Wide Technology August 2005 - January 2007
Carr Lane Manufacturing Co. February 1999 - August 2005
Skills
ETL, Oracle Applications, SDLC, Data Warehousing, DB2, Oracle, Unix, SQL, Requirements Analysis, SOA, PL/SQL, Informatica, Data Modeling, Microsoft SQL Server, Requirements Gathering
Education
Aspen University 2009 — 2012
Master of Business Administration (MBA)
Osmania University 1994 — 1997
Master of Computer Applications (MCA), Computer Science
Nagarjuna University 1991 — 1994
Bachelor of Science (B. Sc.), Mathematics, Physics and Computer Science
University of Hyderabad
PGDPM, Planning and Project Management
Lowe's Companies, Inc. November 2014 - Present
Wells Fargo Advisors April 2013 - September 2014
BJC HealthCare July 2012 - March 2013
Wells Fargo Advisors February 2011 - July 2012
Express Scripts June 2007 - January 2011
World Wide Technology August 2005 - January 2007
Carr Lane Manufacturing Co. February 1999 - August 2005
Skills
ETL, Oracle Applications, SDLC, Data Warehousing, DB2, Oracle, Unix, SQL, Requirements Analysis, SOA, PL/SQL, Informatica, Data Modeling, Microsoft SQL Server, Requirements Gathering
Education
Aspen University 2009 — 2012
Master of Business Administration (MBA)
Osmania University 1994 — 1997
Master of Computer Applications (MCA), Computer Science
Nagarjuna University 1991 — 1994
Bachelor of Science (B. Sc.), Mathematics, Physics and Computer Science
University of Hyderabad
PGDPM, Planning and Project Management
Andreas Taylor's Wells Fargo Advisors Experience November 2014 - January 2015
Job IRA Security Service Operations Specialist 3
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - January 2015
Enterprise Holdings May 2013 - September 2014
Wells Fargo Advisors April 2012 - November 2012
Wells Fargo Advisors February 2012 - March 2012
John Beal Roofing Inc. June 2010 - August 2010
Krispy Kreme June 2008 - January 2010
Word Pro Systems January 2006 - May 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft outlook, Microsoft Office, Beta, Wisdom, German, Outlook
Education
American College Dublin 2015 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southeast Missouri State University 2007 — 2011
Bachelor of Science (B.Sc.), International Business
Fachhochschule Aachen 2011 — 2011
Study Abroad in Germany (One Semester)
Wells Fargo Advisors November 2014 - January 2015
Enterprise Holdings May 2013 - September 2014
Wells Fargo Advisors April 2012 - November 2012
Wells Fargo Advisors February 2012 - March 2012
John Beal Roofing Inc. June 2010 - August 2010
Krispy Kreme June 2008 - January 2010
Word Pro Systems January 2006 - May 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft outlook, Microsoft Office, Beta, Wisdom, German, Outlook
Education
American College Dublin 2015 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southeast Missouri State University 2007 — 2011
Bachelor of Science (B.Sc.), International Business
Fachhochschule Aachen 2011 — 2011
Study Abroad in Germany (One Semester)
Ahsun Ahmed's Wells Fargo Advisors Experience January 2012 - May 2012
Job Assistant Vice President at Citi
Industry Banking
Experience
Citi July 2015 - Present
Citi August 2014 - July 2015
Citi August 2013 - August 2014
Federal Home Loan Bank of New York May 2012 - August 2012
Wells Fargo Advisors January 2012 - May 2012
Citi June 2011 - August 2011
Community Bank, N.A. June 2010 - August 2010
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Allegheny College
Citi July 2015 - Present
Citi August 2014 - July 2015
Citi August 2013 - August 2014
Federal Home Loan Bank of New York May 2012 - August 2012
Wells Fargo Advisors January 2012 - May 2012
Citi June 2011 - August 2011
Community Bank, N.A. June 2010 - August 2010
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Allegheny College
Teneeya Brown's Wells Fargo Advisors Experience February 2008 - November 2008
Job Customer Service and Collections
Industry Legal Services
Experience
Insurance Agent February 2011 - October 2012
Maryland Sheriff Youth Ranch June 2009 - November 2010
Wells Fargo Advisors February 2008 - November 2008
Skills
Customer Service, Finacial Management, Security, Loss Prevention, Collections, Cashiering, Banking, Insurance, Legal, Microsoft Office, Quarterly Taxes, Marketing, Surveillance, residential counselor, Data Entry, Skip Tracing
Education
American Public University System 2012 — 2014
Bachelor of Science (BS), Criminal Justice and Corrections
University of Maryland University College 2009 — 2011
Bachelor of Science (BS), Criminal Justice and Corrections
Insurance Agent February 2011 - October 2012
Maryland Sheriff Youth Ranch June 2009 - November 2010
Wells Fargo Advisors February 2008 - November 2008
Skills
Customer Service, Finacial Management, Security, Loss Prevention, Collections, Cashiering, Banking, Insurance, Legal, Microsoft Office, Quarterly Taxes, Marketing, Surveillance, residential counselor, Data Entry, Skip Tracing
Education
American Public University System 2012 — 2014
Bachelor of Science (BS), Criminal Justice and Corrections
University of Maryland University College 2009 — 2011
Bachelor of Science (BS), Criminal Justice and Corrections
Irwan WIDJAJA's Wells Fargo Advisors Experience June 2010 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2010 - Present
Wells Fargo Advisors
Skills
Investments, Stocks, Options, Mutual Funds, ETFs, Variable Annuities, Investment Strategies, Wealth Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Bonds, Real Estate Investment..., Commodity, Fixed Income, Hedge Funds, TradeStation, SmartStation, Trading System, Investment Advisory, Retirement Planning
Education
UCLA 2001 — 2004
General Business Studies, Investment & Personal Financial Planning
American English Academy 1998 — 2001
English Language and Literature, General
National Taiwan Normal University 1996 — 1998
Chinese Language and Literature, General
Universitas Surabaya (UBAYA) 1991 — 1996
Bachelor of Laws (LLB) - Sarjana Hukum (SH), Law
KOSAYU 1988 — 1991
Hiking & Camping
Wells Fargo Advisors June 2010 - Present
Wells Fargo Advisors
Skills
Investments, Stocks, Options, Mutual Funds, ETFs, Variable Annuities, Investment Strategies, Wealth Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Bonds, Real Estate Investment..., Commodity, Fixed Income, Hedge Funds, TradeStation, SmartStation, Trading System, Investment Advisory, Retirement Planning
Education
UCLA 2001 — 2004
General Business Studies, Investment & Personal Financial Planning
American English Academy 1998 — 2001
English Language and Literature, General
National Taiwan Normal University 1996 — 1998
Chinese Language and Literature, General
Universitas Surabaya (UBAYA) 1991 — 1996
Bachelor of Laws (LLB) - Sarjana Hukum (SH), Law
KOSAYU 1988 — 1991
Hiking & Camping
Eva Kelly's Wells Fargo Advisors Experience July 2011 - April 2012
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - September 2015
Wells Fargo Advisors, LLC July 2011 - April 2014
Wells Fargo Advisors July 2011 - April 2012
Natixis North America October 2010 - May 2011
Skills
Finance
Education
Université de la Méditerranée (Aix-Marseille II) 2002 — 2005
Bachelor's degree, Economics
Akademia Wychowania Fizycznego im. Eugeniusza Piaseckiego w Poznaniu 2000 — 2005
Master's degree, Business Management
Morgan Stanley April 2014 - September 2015
Wells Fargo Advisors, LLC July 2011 - April 2014
Wells Fargo Advisors July 2011 - April 2012
Natixis North America October 2010 - May 2011
Skills
Finance
Education
Université de la Méditerranée (Aix-Marseille II) 2002 — 2005
Bachelor's degree, Economics
Akademia Wychowania Fizycznego im. Eugeniusza Piaseckiego w Poznaniu 2000 — 2005
Master's degree, Business Management
Sharon Haas's Wells Fargo Advisors Experience May 1995 - May 1997
Job Retail Sales at TAT Enterprises INC
Industry Retail
Experience
TAT Enterprises INC June 1979 - Present
State Farm Insurance June 1998 - December 2000
Wells Fargo Advisors May 1995 - May 1997
Education
University of Colorado at Colorado Springs 1991 — 1995
Master of Arts (MA), Counseling and Human Services
Adams State College 1965 — 1967
Bachelor of Science (BS), English/Language Arts Teacher Education
TAT Enterprises INC June 1979 - Present
State Farm Insurance June 1998 - December 2000
Wells Fargo Advisors May 1995 - May 1997
Education
University of Colorado at Colorado Springs 1991 — 1995
Master of Arts (MA), Counseling and Human Services
Adams State College 1965 — 1967
Bachelor of Science (BS), English/Language Arts Teacher Education
Edward Przydzial's Wells Fargo Advisors Experience February 1998 - July 2003
Job Owner
Industry Food & Beverages
Experience
Self-employed May 2010 - Present
Jim Neidermyer Poultry July 2002 - May 2010
Wells Fargo Advisors February 1998 - July 2003
Skills
Marketing Strategy, Food, Marketing, Business Strategy, Sales Management, Strategic Planning, Small Business, Start-ups, Team Building, Advertising, Business Planning, Event Management, Sales, Management, Customer Service
Education
Berks Technical Institute 2005 — 2007
Associate's degree
Albright College
Associate's degree, Accounting and Business/Management
Self-employed May 2010 - Present
Jim Neidermyer Poultry July 2002 - May 2010
Wells Fargo Advisors February 1998 - July 2003
Skills
Marketing Strategy, Food, Marketing, Business Strategy, Sales Management, Strategic Planning, Small Business, Start-ups, Team Building, Advertising, Business Planning, Event Management, Sales, Management, Customer Service
Education
Berks Technical Institute 2005 — 2007
Associate's degree
Albright College
Associate's degree, Accounting and Business/Management
Andrea Costello's Wells Fargo Advisors Experience January 1989 - August 2001
Job Temporary work at Manpower Professional Las Vegas
Industry Retail
Experience
Manpower Professional - Las Vegas October 2006 - Present
NicsNacs August 2001 - Present
Self-employed 2001 - Present
Wells Fargo Advisors January 1989 - August 2001
Skills
Retail Sales, Retail Banking, Customer Service, Fitness, Food & Beverage, Operations Management, Equestrian
Education
Community College of Southern Nevada 1996 — 2009
Social Sciences
Barclay College 1982 — 1984
Banking and Financial Support Services
Manpower Professional - Las Vegas October 2006 - Present
NicsNacs August 2001 - Present
Self-employed 2001 - Present
Wells Fargo Advisors January 1989 - August 2001
Skills
Retail Sales, Retail Banking, Customer Service, Fitness, Food & Beverage, Operations Management, Equestrian
Education
Community College of Southern Nevada 1996 — 2009
Social Sciences
Barclay College 1982 — 1984
Banking and Financial Support Services
Herb Solomon, MBA's Wells Fargo Advisors Experience December 2014 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo November 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Banking, Finance, Sales, Insurance, Investments, Credit, Management, Financial Analysis
Education
American InterContinental University 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
Tuskegee University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors December 2014 - Present
Wells Fargo November 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Banking, Finance, Sales, Insurance, Investments, Credit, Management, Financial Analysis
Education
American InterContinental University 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
Tuskegee University 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Joseph Cutchin's Wells Fargo Advisors Experience January 2009 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Skills
Certified Financial...
Education
American University 1972 — 1974
Master of Business Administration (MBA), Marketing
UNC Chapel Hill 1964 — 1968
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wells Fargo Advisors January 2009 - Present
Skills
Certified Financial...
Education
American University 1972 — 1974
Master of Business Administration (MBA), Marketing
UNC Chapel Hill 1964 — 1968
Bachelor of Arts (B.A.), English Language and Literature/Letters
Jami Horne's Wells Fargo Advisors Experience 2007 - 2010
Job Experienced Bookkeeper
Industry Accounting
Experience
Zivkovic & Associates April 2011 - August 2013
Wells Fargo Advisors 2007 - 2010
It's The Journey, Inc. November 2006 - April 2007
Jacksonville Public Library Foundation August 2002 - June 2005
Skills
Microsoft Excel, Office Management, Outlook, Administrative..., Public Speaking, Event Planning, Data Entry, Customer Service
Education
Florida Christian College
Associate of Arts (A.A.), Counseling Psychology
Zivkovic & Associates April 2011 - August 2013
Wells Fargo Advisors 2007 - 2010
It's The Journey, Inc. November 2006 - April 2007
Jacksonville Public Library Foundation August 2002 - June 2005
Skills
Microsoft Excel, Office Management, Outlook, Administrative..., Public Speaking, Event Planning, Data Entry, Customer Service
Education
Florida Christian College
Associate of Arts (A.A.), Counseling Psychology
Eduardo Ron's Wells Fargo Advisors Experience December 2009 - June 2014
Job Client Service Associate at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
Wells Fargo Advisors December 2009 - June 2014
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Data Analysis, Access, Microsoft Word, Customer Service, Equities, Valuation, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Adelphi University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Stifel Financial Corp. June 2014 - Present
Wells Fargo Advisors December 2009 - June 2014
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Data Analysis, Access, Microsoft Word, Customer Service, Equities, Valuation, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Adelphi University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
liz guarino's Wells Fargo Advisors Experience financial advisormorgan stanleyJuly 1999 - May 2008
Job financial advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors financial advisormorgan stanleyJuly 1999 - May 2008
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Series 63, Investment Advisory, Asset Allocation, Strategic Financial..., Portfolio Management, Financial Advisory, Securities, Investment Strategies, Fixed Annuities
Education
Adelphi University 1979 — 1983
Business/Managerial Economics
Wells Fargo Advisors financial advisormorgan stanleyJuly 1999 - May 2008
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investments, Retirement, Series 63, Investment Advisory, Asset Allocation, Strategic Financial..., Portfolio Management, Financial Advisory, Securities, Investment Strategies, Fixed Annuities
Education
Adelphi University 1979 — 1983
Business/Managerial Economics
Benjamin Waldman's Wells Fargo Advisors Experience 2011 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
Wells Fargo Advisors 2011 - 2014
HSBC January 2005 - December 2010
Skills
Superior communication...
Education
Albany Law School of Union University 1986 — 1989
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
University at Buffalo 1982 — 1986
Bachelor of Science (BS), Finance, General
Wells Fargo January 2012 - Present
Wells Fargo Advisors 2011 - 2014
HSBC January 2005 - December 2010
Skills
Superior communication...
Education
Albany Law School of Union University 1986 — 1989
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
University at Buffalo 1982 — 1986
Bachelor of Science (BS), Finance, General
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America