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),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Gary A. Edmonds Gary A. Edmonds's Wells Fargo Advisors Experience 2003 - 2011
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2011 - Present
Wells Fargo Advisors 2003 - 2011
Merrill Lynch 1998 - 2001
Skills
Alternative Investments, Equities, Finance, Financial Advisory, Financial Analysis, Financial Services, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Public Speaking, Securities, Series 63
Education
University Of Pennsylvania- The Wharton School 2002 — 2003
CIMA, Certified Investment Management Analyst
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts, Economics
UBS Wealth Management April 2011 - Present
Wells Fargo Advisors 2003 - 2011
Merrill Lynch 1998 - 2001
Skills
Alternative Investments, Equities, Finance, Financial Advisory, Financial Analysis, Financial Services, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Public Speaking, Securities, Series 63
Education
University Of Pennsylvania- The Wharton School 2002 — 2003
CIMA, Certified Investment Management Analyst
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts, Economics
Neil Koch Neil Koch's Wells Fargo Advisors Experience 2011 - 2012
Job Clearing Service Professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2015 - Present
Thrivent Financial 2014 - 2015
US Bancorp Investments 2014 - 2014
Wells Fargo Corporate Trust 2013 - 2014
Wells Fargo Advisors 2011 - 2012
Best Buy 2011 - 2011
Wells Fargo Investments 2010 - 2011
Target 2009 - 2010
Augsburg Fortress Publishers 2009 - 2009
Capella University 2008 - 2008
Skills
Data Management, Software Implementation, Records Management, Banking, Data Entry, Quality Assurance, Investments, Deployment, Brokerage, Financial Service, System Deployment, Financial Services, Finance, Time Management, Management, Payroll, Sales, Editing, Advertising, Recruiting, Social Media, Applicant Tracking..., Customer Service, Leadership, Human Resources, CRM, Technical Recruiting
Education
University of St. Thomas 2014 — 2014
Mini MBA Certification, Business/Commerce
St. Cloud State University 1995 — 1999
BA, Art/Film Studies
University of Minnesota-Twin Cities 1996 — 1997
Film Studies
Cornell College 1993 — 1995
Computer Science
Ameriprise Financial Services, Inc. 2015 - Present
Thrivent Financial 2014 - 2015
US Bancorp Investments 2014 - 2014
Wells Fargo Corporate Trust 2013 - 2014
Wells Fargo Advisors 2011 - 2012
Best Buy 2011 - 2011
Wells Fargo Investments 2010 - 2011
Target 2009 - 2010
Augsburg Fortress Publishers 2009 - 2009
Capella University 2008 - 2008
Skills
Data Management, Software Implementation, Records Management, Banking, Data Entry, Quality Assurance, Investments, Deployment, Brokerage, Financial Service, System Deployment, Financial Services, Finance, Time Management, Management, Payroll, Sales, Editing, Advertising, Recruiting, Social Media, Applicant Tracking..., Customer Service, Leadership, Human Resources, CRM, Technical Recruiting
Education
University of St. Thomas 2014 — 2014
Mini MBA Certification, Business/Commerce
St. Cloud State University 1995 — 1999
BA, Art/Film Studies
University of Minnesota-Twin Cities 1996 — 1997
Film Studies
Cornell College 1993 — 1995
Computer Science
Amanda Makary Amanda Makary's Wells Fargo Advisors Experience April 2013 - Present
Job Bank Teller at Wells Fargo Advisors
Industry Food & Beverages
Experience
Wells Fargo Advisors April 2013 - Present
National ATM September 2012 - January 2013
Lucille's Links & Bar-B-Q LLC. 2009 - 2012
Skills
Communication, Hardwork, Fast-paced, Professional Services, Egyptian Arabic, Observation, Organization
Education
Cypress College 2012 — 2014
Associate's degree, Journalism
Wells Fargo Advisors April 2013 - Present
National ATM September 2012 - January 2013
Lucille's Links & Bar-B-Q LLC. 2009 - 2012
Skills
Communication, Hardwork, Fast-paced, Professional Services, Egyptian Arabic, Observation, Organization
Education
Cypress College 2012 — 2014
Associate's degree, Journalism
Brian Douglass Brian Douglass's Wells Fargo Advisors Experience October 2013 - February 2014
Job Portfolio Manager, Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Northwestern Mutual February 2014 - Present
Archdiocese of St. Louis- Office of Laity and Family Life August 2012 - Present
Wells Fargo Advisors October 2013 - February 2014
Northwestern Mutual March 2013 - October 2013
The Princeton Review August 2012 - March 2013
Rebuilding Together St. Louis January 2012 - December 2012
Sandra York Benton Attorney At Law May 2003 - December 2011
Florida State University Department of Economics August 2010 - August 2011
Expectant Mother Care February 2010 - April 2010
Skills
Project Management, Capacity Building, Microsoft Office, Volunteer Management, Client Liaison, Social Networking, Editing, Community Development, Fundraising, Community Outreach, Public Speaking, Non-profits, Data Analysis, Nonprofits, Training
Education
The American College 2013 — 2016
Certified Financial Planner Certification Education, Finance
Florida State University 2010 — 2011
Economics
International Summer School, Satakunta University of Applied Sciences and Rovaniemi University of Applied Sciences 2009 — 2009
International Business
Tennessee Technological University 2004 — 2009
BS, Business: Economics
Coventry University 2007 — 2008
International Business
Hogeschool Zuyd (Maastricht, Heerlen, Sittard) 2006 — 2006
International Business
Northwestern Mutual May 2015 - Present
Northwestern Mutual February 2014 - Present
Archdiocese of St. Louis- Office of Laity and Family Life August 2012 - Present
Wells Fargo Advisors October 2013 - February 2014
Northwestern Mutual March 2013 - October 2013
The Princeton Review August 2012 - March 2013
Rebuilding Together St. Louis January 2012 - December 2012
Sandra York Benton Attorney At Law May 2003 - December 2011
Florida State University Department of Economics August 2010 - August 2011
Expectant Mother Care February 2010 - April 2010
Skills
Project Management, Capacity Building, Microsoft Office, Volunteer Management, Client Liaison, Social Networking, Editing, Community Development, Fundraising, Community Outreach, Public Speaking, Non-profits, Data Analysis, Nonprofits, Training
Education
The American College 2013 — 2016
Certified Financial Planner Certification Education, Finance
Florida State University 2010 — 2011
Economics
International Summer School, Satakunta University of Applied Sciences and Rovaniemi University of Applied Sciences 2009 — 2009
International Business
Tennessee Technological University 2004 — 2009
BS, Business: Economics
Coventry University 2007 — 2008
International Business
Hogeschool Zuyd (Maastricht, Heerlen, Sittard) 2006 — 2006
International Business
Federico Flom Federico Flom's Wells Fargo Advisors Experience May 2005 - August 2006
Job MBA Candidate 2015
Industry Investment Management
Experience
Cleargate Capital June 2014 - September 2014
Grupo Arpenta March 2008 - June 2013
First Dunbar February 2007 - January 2008
Wells Fargo Advisors May 2005 - August 2006
Skills
Investments, Money Management, Equities, Equity Trading, Private Banking, Hedge Funds, Investment Strategies, Financial Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Universidad Torcuato di Tella 2008 — 2009
Master in Finance, Investments and Securities
University of Buenos Aires 2000 — 2005
Business Administration, Managment
Cleargate Capital June 2014 - September 2014
Grupo Arpenta March 2008 - June 2013
First Dunbar February 2007 - January 2008
Wells Fargo Advisors May 2005 - August 2006
Skills
Investments, Money Management, Equities, Equity Trading, Private Banking, Hedge Funds, Investment Strategies, Financial Markets
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Universidad Torcuato di Tella 2008 — 2009
Master in Finance, Investments and Securities
University of Buenos Aires 2000 — 2005
Business Administration, Managment
Chad Carswell's Wells Fargo Advisors Experience January 2010 - January 2014
Job General Sales Manager Hickory Mazda Mitsubishi
Industry Automotive
Experience
Hickory Mazda Mitsubishi July 2015 - Present
Colberts auto outlet January 2014 - July 2015
Wells Fargo Advisors January 2010 - January 2014
Everhart Honda January 2006 - January 2010
Skills
* New Client..., * Cold..., * Sales Presentations*..., * Closing the Sale*..., * Growing Territory..., * Resolving Customer..., * Website Management ..., * Microsoft Office*..., Sales Management, Business Development, Customer Retention, Customer Service, Sales, Management, Sales Process, Leadership, Negotiation, Finance, Sales Presentations, Pricing, Entrepreneurship, Analysis, Sales Operations, Strategic Planning, Customer Satisfaction, Executive Management, Project Management, Credit, Forecasting, Banking, Selling, Team Building, Profit, Account Management, New Business Development, Competitive Analysis, Marketing, Business Planning, Salesforce.com, Cold Calling
Education
Community College of the Air Force 2001 — 2003
Associates Degree, Business, Management, Marketing, and Related Support Services
Hickory Mazda Mitsubishi July 2015 - Present
Colberts auto outlet January 2014 - July 2015
Wells Fargo Advisors January 2010 - January 2014
Everhart Honda January 2006 - January 2010
Skills
* New Client..., * Cold..., * Sales Presentations*..., * Closing the Sale*..., * Growing Territory..., * Resolving Customer..., * Website Management ..., * Microsoft Office*..., Sales Management, Business Development, Customer Retention, Customer Service, Sales, Management, Sales Process, Leadership, Negotiation, Finance, Sales Presentations, Pricing, Entrepreneurship, Analysis, Sales Operations, Strategic Planning, Customer Satisfaction, Executive Management, Project Management, Credit, Forecasting, Banking, Selling, Team Building, Profit, Account Management, New Business Development, Competitive Analysis, Marketing, Business Planning, Salesforce.com, Cold Calling
Education
Community College of the Air Force 2001 — 2003
Associates Degree, Business, Management, Marketing, and Related Support Services
Renita Hatcher Renita Hatcher's Wells Fargo Advisors Experience January 2015 - Present
Job Securities Operations Service Specialist 2 at Wells Fargo Advisors
Industry Design
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo December 2013 - January 2015
Chipotle Mexican Grill August 2012 - November 2013
Subway February 2012 - August 2012
Southern Virginia Higher Education Center August 2011 - December 2011
Skills
Photography, Photoshop, Illustrator, Fonts, Knitting, InDesign, Typography, Adobe Creative Suite, Mac, Vector Illustration, Dreamweaver, Facebook, Branding & Identity, Adobe Acrobat, Advertising, OS X, Customer Service, Microsoft Excel, Teamwork, PowerPoint, Social Media
Education
Virginia Commonwealth University 2013 — 2016
Bachelor of Science (B.S.), Finance
Danville Community College 2008 — 2011
Associate of Arts and Sciences (A.A.S.)
Wells Fargo Advisors January 2015 - Present
Wells Fargo December 2013 - January 2015
Chipotle Mexican Grill August 2012 - November 2013
Subway February 2012 - August 2012
Southern Virginia Higher Education Center August 2011 - December 2011
Skills
Photography, Photoshop, Illustrator, Fonts, Knitting, InDesign, Typography, Adobe Creative Suite, Mac, Vector Illustration, Dreamweaver, Facebook, Branding & Identity, Adobe Acrobat, Advertising, OS X, Customer Service, Microsoft Excel, Teamwork, PowerPoint, Social Media
Education
Virginia Commonwealth University 2013 — 2016
Bachelor of Science (B.S.), Finance
Danville Community College 2008 — 2011
Associate of Arts and Sciences (A.A.S.)
J. David Jones J. David Jones's Wells Fargo Advisors Experience Vice PresidentMorgan StanleyFebruary 1986 - September 2005
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Vice PresidentMorgan StanleyFebruary 1986 - September 2005
Skills
Retirement Planning, Investments
Education
Columbia University in the City of New York 1977 — 1978
Master of Science, Journalism
Vanderbilt University 1969 — 1973
Bachelor of Arts (B.A.), History, political science
Wells Fargo Advisors Vice PresidentMorgan StanleyFebruary 1986 - September 2005
Skills
Retirement Planning, Investments
Education
Columbia University in the City of New York 1977 — 1978
Master of Science, Journalism
Vanderbilt University 1969 — 1973
Bachelor of Arts (B.A.), History, political science
Tina Tsui Tina Tsui's Wells Fargo Advisors Experience March 2012 - January 2015
Job Full Time Student
Industry Computer Software
Experience
Wells Fargo Advisors March 2012 - January 2015
Mind Candy March 2012 - November 2012
Aeria Games & Entertainment July 2011 - February 2012
Aeria Games & Entertainment February 2011 - July 2011
Aeria Games & Entertainment February 2010 - February 2011
Skills
Internet, Microsoft Office, jira, Trac, Customer Service, Customer Satisfaction, Customer Retention, Outlook, Excel, Quickbooks, Social Networking, Facebook, MMORPG, forum, Moderator, 10 Key, 76 WPM
Education
Community College of Aurora 2015 — 2019
Master's Degree, Computer Science
Wells Fargo Advisors March 2012 - January 2015
Mind Candy March 2012 - November 2012
Aeria Games & Entertainment July 2011 - February 2012
Aeria Games & Entertainment February 2011 - July 2011
Aeria Games & Entertainment February 2010 - February 2011
Skills
Internet, Microsoft Office, jira, Trac, Customer Service, Customer Satisfaction, Customer Retention, Outlook, Excel, Quickbooks, Social Networking, Facebook, MMORPG, forum, Moderator, 10 Key, 76 WPM
Education
Community College of Aurora 2015 — 2019
Master's Degree, Computer Science
Daniel VanHeel Daniel VanHeel's Wells Fargo Advisors Experience November 2006 - May 2007
Job Sr. Systems Administrator at Buffalo Wild Wings
Industry Information Technology and Services
Experience
Wells Fargo (Contractor with Robert Gatto) September 2014 - December 2014
Seagate Technology (Contractor with Randstad) February 2014 - August 2014
U.S. Bank September 2007 - February 2014
MSI Systems May 2007 - September 2007
Wells Fargo Advisors November 2006 - May 2007
Deluxe Corporation May 2006 - September 2006
UnitedHealth Group August 2005 - May 2006
Skills
Active Directory, Servers, VMware, VMWare Certified..., MCITP, MCSE 2003, Security, Powershell, Troubleshooting, Oracle, Microsoft Technologies, Access, LDAP, VBScript, Information Technology, Management, Siteminder, CISSP, Windows Server, Microsoft Certified..., Microsoft Exchange
Education
Columbia Southern University 2010 — 2012
B.S. Information Technology
VMWare Certified Professional 5, MCITP, MCSE
Wells Fargo (Contractor with Robert Gatto) September 2014 - December 2014
Seagate Technology (Contractor with Randstad) February 2014 - August 2014
U.S. Bank September 2007 - February 2014
MSI Systems May 2007 - September 2007
Wells Fargo Advisors November 2006 - May 2007
Deluxe Corporation May 2006 - September 2006
UnitedHealth Group August 2005 - May 2006
Skills
Active Directory, Servers, VMware, VMWare Certified..., MCITP, MCSE 2003, Security, Powershell, Troubleshooting, Oracle, Microsoft Technologies, Access, LDAP, VBScript, Information Technology, Management, Siteminder, CISSP, Windows Server, Microsoft Certified..., Microsoft Exchange
Education
Columbia Southern University 2010 — 2012
B.S. Information Technology
VMWare Certified Professional 5, MCITP, MCSE
Jeff Monk Jeff Monk's Wells Fargo Advisors Experience March 2009 - April 2011
Job Commerical Industrial Southern Regional Sales Manager at Knauf Insulation North America
Industry Building Materials
Experience
Knauf Insulation North America April 2011 - Present
Wells Fargo Advisors March 2009 - April 2011
GMX April 2002 - March 2009
Capitol 2000 - 2001
Shaw Industries 1993 - 2000
Skills
Sales Management, Contract Negotiation, New Business Development, Account Management, Sales, Negotiation, Key Account Management, Sales Operations, Direct Sales, Business Development, Sales Process, Selling, Cold Calling, Budgets, Management, Customer Service, Team Building
Education
Covenant College 1999 — 2003
BS, Oraganizational Management
Dalton State College 1993 — 1995
Business, Management, Marketing, and Related Support Services
Knauf Insulation North America April 2011 - Present
Wells Fargo Advisors March 2009 - April 2011
GMX April 2002 - March 2009
Capitol 2000 - 2001
Shaw Industries 1993 - 2000
Skills
Sales Management, Contract Negotiation, New Business Development, Account Management, Sales, Negotiation, Key Account Management, Sales Operations, Direct Sales, Business Development, Sales Process, Selling, Cold Calling, Budgets, Management, Customer Service, Team Building
Education
Covenant College 1999 — 2003
BS, Oraganizational Management
Dalton State College 1993 — 1995
Business, Management, Marketing, and Related Support Services
Andrew Bitterlin Andrew Bitterlin's Wells Fargo Advisors Experience March 2010 - September 2013
Job Vice President Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo Advisors March 2010 - September 2013
Skills
Relationship Management, Access, Microsoft Excel, Public Speaking, Analysis, Customer Service, Research, Networking, Marketing, Strategy, Due Diligence, Equities
Education
Davidson College 2005 — 2009
Bachelor of Arts (BA), Political Science
Wells Fargo September 2013 - Present
Wells Fargo Advisors March 2010 - September 2013
Skills
Relationship Management, Access, Microsoft Excel, Public Speaking, Analysis, Customer Service, Research, Networking, Marketing, Strategy, Due Diligence, Equities
Education
Davidson College 2005 — 2009
Bachelor of Arts (BA), Political Science
William (Bill) Hughes William (Bill) Hughes's Wells Fargo Advisors Experience January 2013 - September 2014
Job Vice President, Financial Advisor at T.S. Phillips Investments Inc.
Industry Financial Services
Experience
T.S. Phillips Investments Inc. September 2014 - Present
Wells Fargo Advisors January 2013 - September 2014
Consultant October 2011 - December 2012
Sonic Drive-In January 2010 - October 2011
Black Oak Partners, LLC August 2007 - November 2009
Steel Partners, Ltd May 2006 - August 2006
Walt Disney World October 2000 - August 2005
Darden Restaurants June 1995 - October 2000
Skills
Wealth Management..., Investments, Personal Financial..., Stocks, ETFs, Bonds, Financial Analysis, Equities, Mutual Funds, Fixed Income, Finance, Asset Allocation, Corporate Finance, Financial Statement..., Financial Modeling, Management, Financial Services, Insurance, Leadership, Leadership Development, Retirement Planning, Financial Management..., Tactical Asset...
Education
University of Oklahoma - Price College of Business 2005 — 2007
MBA - Full time, Investment Management and Corporate Finance
Columbia University - Columbia Business School 2006 — 2006
Seminar Value Investing
NYU Stern School of Business 2006 — 2006
Michael F. Price Scholar
University of North Florida 1991 — 1995
Bachelors, Accounting
Bishop Kenny High School
T.S. Phillips Investments Inc. September 2014 - Present
Wells Fargo Advisors January 2013 - September 2014
Consultant October 2011 - December 2012
Sonic Drive-In January 2010 - October 2011
Black Oak Partners, LLC August 2007 - November 2009
Steel Partners, Ltd May 2006 - August 2006
Walt Disney World October 2000 - August 2005
Darden Restaurants June 1995 - October 2000
Skills
Wealth Management..., Investments, Personal Financial..., Stocks, ETFs, Bonds, Financial Analysis, Equities, Mutual Funds, Fixed Income, Finance, Asset Allocation, Corporate Finance, Financial Statement..., Financial Modeling, Management, Financial Services, Insurance, Leadership, Leadership Development, Retirement Planning, Financial Management..., Tactical Asset...
Education
University of Oklahoma - Price College of Business 2005 — 2007
MBA - Full time, Investment Management and Corporate Finance
Columbia University - Columbia Business School 2006 — 2006
Seminar Value Investing
NYU Stern School of Business 2006 — 2006
Michael F. Price Scholar
University of North Florida 1991 — 1995
Bachelors, Accounting
Bishop Kenny High School
Sabrina Boehlke Sabrina Boehlke's Wells Fargo Advisors Experience April 2014 - Present
Job Student Worker at Concordia University Athletic Department
Industry Media Production
Experience
Wells Fargo Advisors April 2014 - Present
Concordia University Athletic Department 2013 - Present
Mink Creek Farms January 2005 - Present
Gateway cafe February 2012 - September 2012
Skills
Photoshop, Team Leadership, Teamwork, Adobe Premiere Pro, Final Cut Pro, Social Networking, Microsoft Office, Customer Service, Social Media, Time Management, Multimedia, Video Production, Video Editing, English
Education
Concordia University-Wisconsin 2012 — 2016
Multimedia Communications
Wells Fargo Advisors April 2014 - Present
Concordia University Athletic Department 2013 - Present
Mink Creek Farms January 2005 - Present
Gateway cafe February 2012 - September 2012
Skills
Photoshop, Team Leadership, Teamwork, Adobe Premiere Pro, Final Cut Pro, Social Networking, Microsoft Office, Customer Service, Social Media, Time Management, Multimedia, Video Production, Video Editing, English
Education
Concordia University-Wisconsin 2012 — 2016
Multimedia Communications
Ella Thompson Ella Thompson's Wells Fargo Advisors Experience October 2009 - July 2010
Job Customer Service at AT&T
Industry Financial Services
Experience
AT&T January 2012 - Present
City of Jacksonville July 2010 - May 2011
Wells Fargo Advisors October 2009 - July 2010
Skills
Experienced in..., Experienced in..., Bookkeeping Pro and..., Individual tax returns, Bank reconciliations, Bank Reconciliation, Outlook, Tax Returns, Finance, Analysis
Education
Strayer University-Florida 2012 — 2014
Bachelor's degree, Accounting
Craven Community College 1978 — 1981
Associate's degree, General Office Occupations and Clerical Services
AT&T January 2012 - Present
City of Jacksonville July 2010 - May 2011
Wells Fargo Advisors October 2009 - July 2010
Skills
Experienced in..., Experienced in..., Bookkeeping Pro and..., Individual tax returns, Bank reconciliations, Bank Reconciliation, Outlook, Tax Returns, Finance, Analysis
Education
Strayer University-Florida 2012 — 2014
Bachelor's degree, Accounting
Craven Community College 1978 — 1981
Associate's degree, General Office Occupations and Clerical Services
Vincent Formica's Wells Fargo Advisors Experience May 2010 - August 2010
Job President at Formica Consulting, LLC
Industry Management Consulting
Experience
Formica Consulting, LLC January 2013 - Present
Warrington Township Pension Advisory Committee January 2014 - Present
Veritable, LP August 2012 - January 2015
Elevate Track and Field January 2011 - December 2014
Cornell University August 2008 - May 2012
Coho Partners, Ltd. May 2011 - August 2011
Wells Fargo Advisors May 2010 - August 2010
Wegmans Food Markets July 2006 - June 2010
Skills
Investment Policy..., Portfolio Management, Financial Risk..., Financial Analysis, Valuation, Financial Modeling, Economics, Investments, Financial Reporting, Estate Planning, Trusts, Microsoft Office, Strategy, Finance, Public Speaking, Data Analysis, Microsoft Excel
Education
Cornell University 2008 — 2012
BS, Applied Economics and Management
Formica Consulting, LLC January 2013 - Present
Warrington Township Pension Advisory Committee January 2014 - Present
Veritable, LP August 2012 - January 2015
Elevate Track and Field January 2011 - December 2014
Cornell University August 2008 - May 2012
Coho Partners, Ltd. May 2011 - August 2011
Wells Fargo Advisors May 2010 - August 2010
Wegmans Food Markets July 2006 - June 2010
Skills
Investment Policy..., Portfolio Management, Financial Risk..., Financial Analysis, Valuation, Financial Modeling, Economics, Investments, Financial Reporting, Estate Planning, Trusts, Microsoft Office, Strategy, Finance, Public Speaking, Data Analysis, Microsoft Excel
Education
Cornell University 2008 — 2012
BS, Applied Economics and Management
Mark Reitan Mark Reitan's Wells Fargo Advisors Experience April 2012 - April 2014
Job Policy and Procedure Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo Advisors April 2012 - April 2014
Wells Fargo Advisors March 2010 - April 2012
Wells Fargo Advisors April 2007 - March 2010
Wells Fargo Advisors June 2005 - April 2007
Piper Jaffray 2000 - 2005
Skills
Customer Service, Management, Financial Services, Operations Management, Business Analysis, Risk Management, IRAs, Operational Risk..., Series 7, Retail Banking, Process Improvement, 401k, Sales Management, Compliance, Banking, Portfolio Management, Equities, Financial Risk, Wealth Preservation..., Investments, Securities, Wealth Management, Program Management, Retirement Planning, Leadership
Education
Concordia College 1981 — 1985
BA, Speech Communication Theatre Arts
Wells Fargo April 2014 - Present
Wells Fargo Advisors April 2012 - April 2014
Wells Fargo Advisors March 2010 - April 2012
Wells Fargo Advisors April 2007 - March 2010
Wells Fargo Advisors June 2005 - April 2007
Piper Jaffray 2000 - 2005
Skills
Customer Service, Management, Financial Services, Operations Management, Business Analysis, Risk Management, IRAs, Operational Risk..., Series 7, Retail Banking, Process Improvement, 401k, Sales Management, Compliance, Banking, Portfolio Management, Equities, Financial Risk, Wealth Preservation..., Investments, Securities, Wealth Management, Program Management, Retirement Planning, Leadership
Education
Concordia College 1981 — 1985
BA, Speech Communication Theatre Arts
Beau Streck Beau Streck's Wells Fargo Advisors Experience November 2008 - April 2013
Job Vice President Commercial Lending at Pioneer Bank
Industry Financial Services
Experience
Pioneer Bank May 2014 - Present
185th Air Refueling Wing 1997 - Present
Wells Fargo Business Banking April 2013 - May 2014
Wells Fargo Advisors November 2008 - April 2013
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Strategic Financial..., Asset Allocation, Retirement, Investment Advisory, Securities, Banking, Financial Advisory, Asset Management, Credit, Financial Services, Loans, Equities
Education
Iowa State University 1998 — 2002
Bachelor of Science
Community College of the Air Force 1997 — 2000
Associate's degree, Aviation Maintenance Technology
Pioneer Bank May 2014 - Present
185th Air Refueling Wing 1997 - Present
Wells Fargo Business Banking April 2013 - May 2014
Wells Fargo Advisors November 2008 - April 2013
Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Strategic Financial..., Asset Allocation, Retirement, Investment Advisory, Securities, Banking, Financial Advisory, Asset Management, Credit, Financial Services, Loans, Equities
Education
Iowa State University 1998 — 2002
Bachelor of Science
Community College of the Air Force 1997 — 2000
Associate's degree, Aviation Maintenance Technology
Palma Bordan's Wells Fargo Advisors Experience September 2015 - Present
Job MBA Candidate looking for opportunities in Management Consulting
Industry Management Consulting
Experience
Wells Fargo Advisors September 2015 - Present
Olin Business School July 2014 - Present
CGN Global June 2015 - August 2015
TOD'S Group March 2014 - May 2014
BMW Group April 2013 - September 2013
ZyXEL Communications October 2010 - January 2013
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (MBA)
Budapest Corvinus University 2011 — 2013
Master of Science (M.Sc.)
European Business School Oestrich-Winkel 2010 — 2010
Exchange semester, Germany
Budapest Corvinus University 2007 — 2010
Bachelor of Science (B.Sc.)
Deak Ferenc High School 1999 — 2007
High School Diploma
Wells Fargo Advisors September 2015 - Present
Olin Business School July 2014 - Present
CGN Global June 2015 - August 2015
TOD'S Group March 2014 - May 2014
BMW Group April 2013 - September 2013
ZyXEL Communications October 2010 - January 2013
Education
Washington University in St. Louis - Olin Business School 2014 — 2016
Master of Business Administration (MBA)
Budapest Corvinus University 2011 — 2013
Master of Science (M.Sc.)
European Business School Oestrich-Winkel 2010 — 2010
Exchange semester, Germany
Budapest Corvinus University 2007 — 2010
Bachelor of Science (B.Sc.)
Deak Ferenc High School 1999 — 2007
High School Diploma
Haley Hardie Haley Hardie's Wells Fargo Advisors Experience May 2011 - August 2011
Job Office Assistant at the President's Office at Davidson College
Industry Financial Services
Experience
Office of the President at Davidson College August 2011 - Present
Department of State, Arms Control Verification and Compliance May 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - January 2013
Roadhouse Cafe August 2008 - July 2012
Wells Fargo Advisors May 2011 - August 2011
Skills
Investments, Retirement Planning, Strategic Financial..., Estate Planning, Portfolio Management, Microsoft Excel, PowerPoint, Access
Education
Davidson College 2011 — 2015
Watertown High School 2007 — 2011
Office of the President at Davidson College August 2011 - Present
Department of State, Arms Control Verification and Compliance May 2013 - August 2013
Ameriprise Financial Services, Inc. May 2012 - January 2013
Roadhouse Cafe August 2008 - July 2012
Wells Fargo Advisors May 2011 - August 2011
Skills
Investments, Retirement Planning, Strategic Financial..., Estate Planning, Portfolio Management, Microsoft Excel, PowerPoint, Access
Education
Davidson College 2011 — 2015
Watertown High School 2007 — 2011
William Eichinger William Eichinger's Wells Fargo Advisors Experience October 1996 - Present
Job First Vice President Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors October 1996 - Present
Education
Cornell University 1967 — 1970
Bachelor of Science (B.S.), Biology, General
Wells Fargo Advisors October 1996 - Present
Education
Cornell University 1967 — 1970
Bachelor of Science (B.S.), Biology, General
Matthew Chou Matthew Chou's Wells Fargo Advisors Experience June 2012 - August 2012
Job J.D. Candidate at Yale Law School
Industry Financial Services
Experience
Sankaty Advisors Bain Capital July 2014 - July 2015
Columbia University in the City of New York May 2012 - May 2014
National Economic Council The White House May 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Capital Institute September 2011 - January 2012
U.S. Representative Eliot L. Engel May 2011 - July 2011
OpenX June 2009 - July 2009
Skills
Community Organizing, Public Policy, Microsoft Office, Film Production, Bloomberg Terminal, Stata, R, Security Clearance, Political Campaigns, Higher Education, International Relations, Policy, Economics, Program Management, Political Science, Community Outreach, Public Speaking
Education
Yale Law School 2015 — 2018
Doctor of Law (J.D.)
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics–Political Science, summa cum laude
Sankaty Advisors Bain Capital July 2014 - July 2015
Columbia University in the City of New York May 2012 - May 2014
National Economic Council The White House May 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Capital Institute September 2011 - January 2012
U.S. Representative Eliot L. Engel May 2011 - July 2011
OpenX June 2009 - July 2009
Skills
Community Organizing, Public Policy, Microsoft Office, Film Production, Bloomberg Terminal, Stata, R, Security Clearance, Political Campaigns, Higher Education, International Relations, Policy, Economics, Program Management, Political Science, Community Outreach, Public Speaking
Education
Yale Law School 2015 — 2018
Doctor of Law (J.D.)
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics–Political Science, summa cum laude
Kim Rogers's Wells Fargo Advisors Experience December 2011 - Present
Job National Director, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Wells Fargo January 2009 - December 2011
Citi/Smith Barney February 2003 - July 2008
Charles Schwab November 2000 - November 2002
Morgan Stanley August 1997 - April 2000
Skills
Banking, Financial Services, Loans, Credit, Strategy, Securities, Series 7, Estate Planning, Insurance, Management, Strategic Planning, Investment Management, Portfolio Management, Series 63, FINRA, Series 65, Wealth Management, Investments, Finance
Education
Concord University
BS, Marketing Management, Home Economics
Roosevelt University
Certificate, Paralegal Studies
Wells Fargo Advisors December 2011 - Present
Wells Fargo January 2009 - December 2011
Citi/Smith Barney February 2003 - July 2008
Charles Schwab November 2000 - November 2002
Morgan Stanley August 1997 - April 2000
Skills
Banking, Financial Services, Loans, Credit, Strategy, Securities, Series 7, Estate Planning, Insurance, Management, Strategic Planning, Investment Management, Portfolio Management, Series 63, FINRA, Series 65, Wealth Management, Investments, Finance
Education
Concord University
BS, Marketing Management, Home Economics
Roosevelt University
Certificate, Paralegal Studies
Alexis Vanden Bos, CFP® Alexis Vanden Bos, CFP®'s Wells Fargo Advisors Experience August 2000 - May 2001
Job Chief Compliance Officer
Industry Financial Services
Experience
E.K. Riley Investments, LLC June 2003 - June 2015
KMS Financial Services, Inc. May 2001 - June 2003
Wells Fargo Advisors August 2000 - May 2001
Skills
Securities, Investments, Mutual Funds, Equities, Investment Advisory, Wealth Management, Bonds, Asset Management, Investment Strategies, Investment Management, Asset Allocation, Financial Advisory
Education
University of Washington
Cornish College of the Arts
Highline Community College
E.K. Riley Investments, LLC June 2003 - June 2015
KMS Financial Services, Inc. May 2001 - June 2003
Wells Fargo Advisors August 2000 - May 2001
Skills
Securities, Investments, Mutual Funds, Equities, Investment Advisory, Wealth Management, Bonds, Asset Management, Investment Strategies, Investment Management, Asset Allocation, Financial Advisory
Education
University of Washington
Cornish College of the Arts
Highline Community College
Ryan Golinvaux's Wells Fargo Advisors Experience October 2011 - November 2012
Job Director of Finance and Administration at Maglio and Company
Industry Consumer Goods
Experience
Maglio and Company July 2013 - Present
Principle Solutions November 2012 - July 2013
Wells Fargo Advisors October 2011 - November 2012
Mongo Management LLC January 2006 - January 2011
Wells Fargo Financial 2005 - 2006
Skills
Entrepreneurship, Team Leadership, Contract Negotiation, Project Planning, Investments, Series 7, Strategic Financial..., Series 63, Financial Analysis, Asset Management, Insurance, Portfolio Management, Wealth Management, Financial Modeling, Customer Service, Mergers & Acquisitions, Finance, Time Management
Education
Cornell College 2000 — 2004
Bachelor of Special Studies, Business Communications - Sports Management
Maglio and Company July 2013 - Present
Principle Solutions November 2012 - July 2013
Wells Fargo Advisors October 2011 - November 2012
Mongo Management LLC January 2006 - January 2011
Wells Fargo Financial 2005 - 2006
Skills
Entrepreneurship, Team Leadership, Contract Negotiation, Project Planning, Investments, Series 7, Strategic Financial..., Series 63, Financial Analysis, Asset Management, Insurance, Portfolio Management, Wealth Management, Financial Modeling, Customer Service, Mergers & Acquisitions, Finance, Time Management
Education
Cornell College 2000 — 2004
Bachelor of Special Studies, Business Communications - Sports Management
Kylan Patterson Kylan Patterson's Wells Fargo Advisors Experience April 2014 - Present
Job Premier Banker Wells Fargo Headquarters Branch
Industry Banking
Experience
El Sobrante Boys and Girls Club June 2014 - Present
Wells Fargo Advisors April 2014 - Present
J.P. Morgan December 2012 - April 2014
Skills
Microsoft Office, Word, Licensing, Compliance, Coaching, Fundraising, Sales Management, Sales, Microsoft Word, Negotiation, Management, Team Building, Customer Service, Employee Relations, Banking, Finance, Public Speaking, Investments, Leadership
Education
Contra Costa College 2001 — 2004
Business Administration and Management, General
El Sobrante Boys and Girls Club June 2014 - Present
Wells Fargo Advisors April 2014 - Present
J.P. Morgan December 2012 - April 2014
Skills
Microsoft Office, Word, Licensing, Compliance, Coaching, Fundraising, Sales Management, Sales, Microsoft Word, Negotiation, Management, Team Building, Customer Service, Employee Relations, Banking, Finance, Public Speaking, Investments, Leadership
Education
Contra Costa College 2001 — 2004
Business Administration and Management, General
Kelsey Lenz's Wells Fargo Advisors Experience November 2011 - June 2013
Job Summer Associate at Wilson Sonsini Goodrich & Rosati
Industry
Experience
Washington University in St. Louis School of Law Summer AssociateWilson Sonsini Goodrich & RosatiJune 2015 - July 2015
Institute for Justice May 2014 - August 2014
Wells Fargo Advisors November 2011 - June 2013
Davidson College Annual Fund June 2012 - August 2012
Wells Fargo Advisors May 2011 - August 2011
July Experience - Davidson College June 2010 - August 2010
Education
Washington University in St. Louis School of Law 2013 — 2016
Davidson College 2009 — 2013
Bachelor of Arts (BA), Philosophy
Washington University in St. Louis School of Law Summer AssociateWilson Sonsini Goodrich & RosatiJune 2015 - July 2015
Institute for Justice May 2014 - August 2014
Wells Fargo Advisors November 2011 - June 2013
Davidson College Annual Fund June 2012 - August 2012
Wells Fargo Advisors May 2011 - August 2011
July Experience - Davidson College June 2010 - August 2010
Education
Washington University in St. Louis School of Law 2013 — 2016
Davidson College 2009 — 2013
Bachelor of Arts (BA), Philosophy
Mazvitashe Mellissa Mangisi's Wells Fargo Advisors Experience June 2011 - August 2011
Job Financial Consultant, Economic Analyst, Development Project Planner, Researcher, Compliance Auditor, Wealth Management
Industry Financial Services
Experience
United Nations Global Compact January 2015 - Present
United Nations May 2014 - December 2014
Navigant September 2012 - July 2013
Connecticut College Information Services June 2009 - May 2012
Wells Fargo Advisors June 2011 - August 2011
Connecticut College Office of Alumni Relations September 2010 - November 2010
Connecticut College Office of Events and Catering Services August 2008 - September 2010
Skills
Microsoft Office, RATS econometrics..., R statistics software, Fluent English, Econometrics, Data Analysis, Economics, Qualitative Research, French, Research
Education
World Learning: SIT Graduate Institute 2013 — 2015
Master of Arts (MA), Sustainable Development, 3.9
Connecticut College 2008 — 2012
Bachelor of Arts (B.A.), Major Economics and Minor in Mathematics and Applied Statistics, Major GPA 3.7, Cum.GPA 3.5
United Nations Global Compact January 2015 - Present
United Nations May 2014 - December 2014
Navigant September 2012 - July 2013
Connecticut College Information Services June 2009 - May 2012
Wells Fargo Advisors June 2011 - August 2011
Connecticut College Office of Alumni Relations September 2010 - November 2010
Connecticut College Office of Events and Catering Services August 2008 - September 2010
Skills
Microsoft Office, RATS econometrics..., R statistics software, Fluent English, Econometrics, Data Analysis, Economics, Qualitative Research, French, Research
Education
World Learning: SIT Graduate Institute 2013 — 2015
Master of Arts (MA), Sustainable Development, 3.9
Connecticut College 2008 — 2012
Bachelor of Arts (B.A.), Major Economics and Minor in Mathematics and Applied Statistics, Major GPA 3.7, Cum.GPA 3.5
Douglas Birnie's Wells Fargo Advisors Experience March 2009 - Present
Job Financial Advisor, First Vice President Investments, Certified Divorce Financial Analyst (CDFA) at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Bank of America Private Bank March 2004 - March 2009
Morgan Stanley Wealth Management June 1995 - March 2004
Skills
Investment Advisory, Certified Divorce..., Financial Analysis, Qualified Domestic..., Wealth Accumulation..., Investment Policy..., Investment Strategies, Multi-generational..., Financial Services, Risk Management, Insurance, Long Term Care Insurance, Estate Planning, Cash Management, Series 7, Series 63
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.)
Northfield Mount Hermon 1980 — 1981
Daniel Hand High School 1977 — 1980
Wells Fargo Advisors March 2009 - Present
Bank of America Private Bank March 2004 - March 2009
Morgan Stanley Wealth Management June 1995 - March 2004
Skills
Investment Advisory, Certified Divorce..., Financial Analysis, Qualified Domestic..., Wealth Accumulation..., Investment Policy..., Investment Strategies, Multi-generational..., Financial Services, Risk Management, Insurance, Long Term Care Insurance, Estate Planning, Cash Management, Series 7, Series 63
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.)
Northfield Mount Hermon 1980 — 1981
Daniel Hand High School 1977 — 1980
Brian Montgomery Brian Montgomery's Wells Fargo Advisors Experience July 2011 - Present
Job Security Operations Specialist 2
Industry Banking
Experience
Wells Fargo Advisors July 2011 - Present
Wells Fargo Home Mortgage December 2010 - August 2013
American Equity Mortgage June 2009 - September 2010
Bank of America December 2008 - June 2009
CitiMortgage June 2001 - September 2008
United States Air Force April 1992 - September 1998
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, FHA, Residential Mortgages, Harp, Conventional..., Underwriting, Banking, Leadership, Certified Anti-Money..., Customer Service, Quaility Control, Compliance, VA loans, Credit, Credit Analysis, Finance, Loan Origination, VA Loans
Education
Lindenwood University 2008 — 2013
Business, Management, Marketing, and Related Support Services, 3.83
Community College of the Air Force 1992 — 1998
Inventory Managment, Military and Strategic Leadership
Wells Fargo Advisors July 2011 - Present
Wells Fargo Home Mortgage December 2010 - August 2013
American Equity Mortgage June 2009 - September 2010
Bank of America December 2008 - June 2009
CitiMortgage June 2001 - September 2008
United States Air Force April 1992 - September 1998
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, FHA, Residential Mortgages, Harp, Conventional..., Underwriting, Banking, Leadership, Certified Anti-Money..., Customer Service, Quaility Control, Compliance, VA loans, Credit, Credit Analysis, Finance, Loan Origination, VA Loans
Education
Lindenwood University 2008 — 2013
Business, Management, Marketing, and Related Support Services, 3.83
Community College of the Air Force 1992 — 1998
Inventory Managment, Military and Strategic Leadership
Jeff Rawson Jeff Rawson's Wells Fargo Advisors Experience April 2012 - August 2014
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
PNC Investments (Unofficial) August 2014 - Present
Wells Fargo Advisors April 2012 - August 2014
Education
Davenport University 1981 — 1983
Associates, Business/Commerce, General
PNC Investments (Unofficial) August 2014 - Present
Wells Fargo Advisors April 2012 - August 2014
Education
Davenport University 1981 — 1983
Associates, Business/Commerce, General
Jampa Jorkhang Jampa Jorkhang's Wells Fargo Advisors Experience July 2006 - March 2011
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge, Merrill Lynch
Industry Financial Services
Experience
Merrill Edge, Merrill Lynch August 2012 - Present
Wells Fargo Advisors July 2006 - March 2011
Wells Fargo Advisors March 2000 - June 2006
Prudential Financial October 1998 - February 2000
paljor business board, Tibetan govt. in exile May 1994 - October 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML
Education
Dayalbagh Educational Institute 1999 — 2003
Bachelor of Science (BSc), Mechanical Engineering
Dalhousie
st. Joseph Boy's School, coonoor, India
Merrill Edge, Merrill Lynch August 2012 - Present
Wells Fargo Advisors July 2006 - March 2011
Wells Fargo Advisors March 2000 - June 2006
Prudential Financial October 1998 - February 2000
paljor business board, Tibetan govt. in exile May 1994 - October 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, HTML
Education
Dayalbagh Educational Institute 1999 — 2003
Bachelor of Science (BSc), Mechanical Engineering
Dalhousie
st. Joseph Boy's School, coonoor, India
Laura Taft Paulsen Laura Taft Paulsen's Wells Fargo Advisors Experience 1990 - 2001
Job Board Chair at Penland School of Crafts
Industry Financial Services
Experience
Penland School of Crafts 2001 - Present
Wells Fargo Advisors 1990 - 2001
Bank of America 1985 - 1989
Skills
Funding, Strategic Planning, Public Speaking, Writing, Research, Leadership Development, Nonprofits, Fundraising, Real Estate, Community Outreach, Strategic Communications, Program Development, Event Planning, Grant Writing, Strategy, Community Development, Social Media, Grants, Editing
Education
Duke University - The Fuqua School of Business 1992 — 1993
MBA, Business, Finance, Marketing
Davidson College 1981 — 1985
BA, Psychology, Chemistry
Penland School of Crafts 2001 - Present
Wells Fargo Advisors 1990 - 2001
Bank of America 1985 - 1989
Skills
Funding, Strategic Planning, Public Speaking, Writing, Research, Leadership Development, Nonprofits, Fundraising, Real Estate, Community Outreach, Strategic Communications, Program Development, Event Planning, Grant Writing, Strategy, Community Development, Social Media, Grants, Editing
Education
Duke University - The Fuqua School of Business 1992 — 1993
MBA, Business, Finance, Marketing
Davidson College 1981 — 1985
BA, Psychology, Chemistry
Brent D. Martin Brent D. Martin's Wells Fargo Advisors Experience April 2012 - December 2014
Job Experienced Financial Professional
Industry Financial Services
Experience
Wells Fargo Advisors April 2012 - December 2014
Capital One April 2011 - March 2012
Wells Fargo Advisors, LLC March 2010 - March 2011
Wells Fargo Advisors/Wachovia Securities, LLC October 2005 - June 2009
Wells Fargo Advisors/Wachovia Securities, LLC January 2003 - October 2005
Legg Mason 1998 - 2000
Skills
Series 7, Risk Management, Mutual Funds, Financial Services, Fixed Income, Investments, Series 63, Asset Managment, Equities, Banking, Business Analysis, Credit, Securities, Asset Management, Settlement, Back Office, Process Improvement, Financial Risk, Finance, Change Management, Strategy, Trading, Management, Vendor Management, Leadership, Portfolio Management, Project Management
Education
Davis and Elkins College
Wells Fargo Advisors April 2012 - December 2014
Capital One April 2011 - March 2012
Wells Fargo Advisors, LLC March 2010 - March 2011
Wells Fargo Advisors/Wachovia Securities, LLC October 2005 - June 2009
Wells Fargo Advisors/Wachovia Securities, LLC January 2003 - October 2005
Legg Mason 1998 - 2000
Skills
Series 7, Risk Management, Mutual Funds, Financial Services, Fixed Income, Investments, Series 63, Asset Managment, Equities, Banking, Business Analysis, Credit, Securities, Asset Management, Settlement, Back Office, Process Improvement, Financial Risk, Finance, Change Management, Strategy, Trading, Management, Vendor Management, Leadership, Portfolio Management, Project Management
Education
Davis and Elkins College
John Staub John Staub's Wells Fargo Advisors Experience April 2009 - August 2009
Job Senior Programmer/Analyst at SunEdison Semiconductor
Industry Information Technology and Services
Experience
SunEdison Semiconductor June 2015 - Present
Uberlegen Technology Group October 2010 - June 2015
Wells Fargo Advisors, LLC August 2009 - May 2010
Wells Fargo Advisors April 2009 - August 2009
Wachovia Securities, LLC July 2008 - March 2009
A.G. Edwards & Sons, Inc. August 1996 - June 2008
Computer Sciences Corporation January 1986 - August 1996
Skills
VB.NET, Visual Basic, VBA, Crystal Reports, COBOL, Oracle SQL, PL/SQL, Sybase, Toad, JCL, Autosys, Windows, Microsoft Office, Unix Shell Scripting, Lotus Notes, Tortoise SVN, ClearCase, Software Development, Testing, User Acceptance Testing, Debugging, Troubleshooting, Software Deployment, Production Support, Mentoring, Financial Systems, Manufacturing Systems, Government Contracting, Security Clearance, Oracle, SQL, Requirements Analysis, Analysis, Business Process
Education
Concordia University-Wisconsin 1994 — 1998
BA, Management & Communications
McKendree University 1990 — 1993
Computer Science
Southwestern Illinois College 1989 — 1993
Computer Science
SunEdison Semiconductor June 2015 - Present
Uberlegen Technology Group October 2010 - June 2015
Wells Fargo Advisors, LLC August 2009 - May 2010
Wells Fargo Advisors April 2009 - August 2009
Wachovia Securities, LLC July 2008 - March 2009
A.G. Edwards & Sons, Inc. August 1996 - June 2008
Computer Sciences Corporation January 1986 - August 1996
Skills
VB.NET, Visual Basic, VBA, Crystal Reports, COBOL, Oracle SQL, PL/SQL, Sybase, Toad, JCL, Autosys, Windows, Microsoft Office, Unix Shell Scripting, Lotus Notes, Tortoise SVN, ClearCase, Software Development, Testing, User Acceptance Testing, Debugging, Troubleshooting, Software Deployment, Production Support, Mentoring, Financial Systems, Manufacturing Systems, Government Contracting, Security Clearance, Oracle, SQL, Requirements Analysis, Analysis, Business Process
Education
Concordia University-Wisconsin 1994 — 1998
BA, Management & Communications
McKendree University 1990 — 1993
Computer Science
Southwestern Illinois College 1989 — 1993
Computer Science
Dudley Stephens Dudley Stephens's Wells Fargo Advisors Experience May 2013 - April 2014
Job Wealth Advisor, President DFS Investments
Industry Financial Services
Experience
DFS Investments, LLC April 2014 - Present
Wells Fargo Advisors May 2013 - April 2014
HSBC Securities January 2011 - May 2013
DFS Investments April 2004 - January 2011
Skills
Investments, Business Analysis, Series 7, Financial Analysis, Portfolio Management, Finance, Wealth Management, Mutual Funds, Asset Allocation, Equities, Financial Services, Investment Advisory, Retirement Planning, Securities, Strategic Financial...
Education
CUNY Medgar Evers College 1997 — 2000
Canarsie High School 1993 — 1997
DFS Investments, LLC April 2014 - Present
Wells Fargo Advisors May 2013 - April 2014
HSBC Securities January 2011 - May 2013
DFS Investments April 2004 - January 2011
Skills
Investments, Business Analysis, Series 7, Financial Analysis, Portfolio Management, Finance, Wealth Management, Mutual Funds, Asset Allocation, Equities, Financial Services, Investment Advisory, Retirement Planning, Securities, Strategic Financial...
Education
CUNY Medgar Evers College 1997 — 2000
Canarsie High School 1993 — 1997
John J. Nelson John J. Nelson's Wells Fargo Advisors Experience November 2005 - April 2013
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
Wells Fargo Advisors November 2005 - April 2013
United States Marine Corps May 1985 - September 2005
United Airlines December 1998 - August 2005
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Master's degree, International Economic and Security Policy
University of Colorado Boulder
BA, International Relations
Darien High School, Darien CT
Ameriprise Financial Services, Inc. April 2013 - Present
Wells Fargo Advisors November 2005 - April 2013
United States Marine Corps May 1985 - September 2005
United Airlines December 1998 - August 2005
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Master's degree, International Economic and Security Policy
University of Colorado Boulder
BA, International Relations
Darien High School, Darien CT
Scott Jenson Scott Jenson's Wells Fargo Advisors Experience May 2007 - August 2013
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Wells Fargo Advisors May 2007 - August 2013
Benjamin F. Edwards & Co. March 2002 - May 2007
Piper Jaffray June 1995 - March 2002
RBC April 1994 - June 1995
Education
Concordia University-Wisconsin 1991 — 1993
Bachelor of Arts (BA), Communcations
University of Wisconsin-Milwaukee 1981 — 1983
Ameriprise Financial Services, Inc. August 2013 - Present
Wells Fargo Advisors May 2007 - August 2013
Benjamin F. Edwards & Co. March 2002 - May 2007
Piper Jaffray June 1995 - March 2002
RBC April 1994 - June 1995
Education
Concordia University-Wisconsin 1991 — 1993
Bachelor of Arts (BA), Communcations
University of Wisconsin-Milwaukee 1981 — 1983
Peter Pochily, Financial Advisor Peter Pochily, Financial Advisor's Wells Fargo Advisors Experience December 2012 - Present
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2012 - Present
Western Catskills Community Revitalization Council Inc January 2011 - December 2012
Precision Builders N.Y., Inc. 1989 - December 2010
Skills
Small Business, Retirement Planning, Retirement, Investment Strategies, IRAs, Roth IRA, Employee Benefits, Pensions
Education
State University of New York College of Agriculture and Technology at Cobleskill 2009 — 2012
BBA, Financial Services
State University of New York College of Agriculture and Technology at Cobleskill 2009 — 2010
AAS, Business
Cornell University 1985 — 1987
Industrial and Labor Relations
Jefferson Central School
Wells Fargo Advisors December 2012 - Present
Western Catskills Community Revitalization Council Inc January 2011 - December 2012
Precision Builders N.Y., Inc. 1989 - December 2010
Skills
Small Business, Retirement Planning, Retirement, Investment Strategies, IRAs, Roth IRA, Employee Benefits, Pensions
Education
State University of New York College of Agriculture and Technology at Cobleskill 2009 — 2012
BBA, Financial Services
State University of New York College of Agriculture and Technology at Cobleskill 2009 — 2010
AAS, Business
Cornell University 1985 — 1987
Industrial and Labor Relations
Jefferson Central School
Brian Lattari Brian Lattari's Wells Fargo Advisors Experience May 2012 - Present
Job Store Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo Advisors May 2012 - Present
Wells Fargo May 2013 - February 2014
Wells Fargo May 2012 - May 2013
Wells Fargo July 2011 - May 2012
ADP January 2010 - June 2010
Canon Solutions America May 2009 - September 2009
Skills
Series 63, Loans, Credit, Mortgage Lending, Banking, Investments, Wealth Management, Retirement Planning, Small Business Lending, Commercial Lending, Consumer Lending, Credit Analysis, Portfolio Management, Financial Analysis, Small Business
Education
William Paterson University of New Jersey 2007 — 2010
Bachelor of Science (B.S.), Marketing - Major & Professional Sales - Minor, 3.6
County College of Morris 2003 — 2007
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Wells Fargo February 2014 - Present
Wells Fargo Advisors May 2012 - Present
Wells Fargo May 2013 - February 2014
Wells Fargo May 2012 - May 2013
Wells Fargo July 2011 - May 2012
ADP January 2010 - June 2010
Canon Solutions America May 2009 - September 2009
Skills
Series 63, Loans, Credit, Mortgage Lending, Banking, Investments, Wealth Management, Retirement Planning, Small Business Lending, Commercial Lending, Consumer Lending, Credit Analysis, Portfolio Management, Financial Analysis, Small Business
Education
William Paterson University of New Jersey 2007 — 2010
Bachelor of Science (B.S.), Marketing - Major & Professional Sales - Minor, 3.6
County College of Morris 2003 — 2007
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Joseph Mongiovi's Wells Fargo Advisors Experience January 2001 - January 2004
Job Director of Operations/Program Manager at Sussex County Tax Service
Industry Information Technology and Services
Experience
Sussex County Tax Service January 2015 - Present
Northrop Grumman Information Systems January 2012 - October 2013
Northrop Grumman Corporation May 2011 - January 2012
Northrop Grumman Information Systems March 2009 - May 2011
Branch Banking and Trust Company June 2004 - March 2009
Health Management Systems December 2003 - June 2004
Wells Fargo Advisors January 2001 - January 2004
Maersk Data January 1997 - January 2001
Mercedes Benz of North America January 1990 - January 1996
Skills
People Management, Virtualization, Distributed Systems, Banking, Clearances, Disaster Recovery, Program Management, Data Center, Team Leadership, Visio, Requirements Analysis, Vendor Management, Operations Management, Change Management, Enterprise Architecture, Team Building, Strategic Planning, Problem Solving, Leadership, Management, DB2, Strategy, Governance, Outsourcing, Analysis, Information Technology, Servers, Integration, IT Management, IT Strategy, SDLC, SAP, DoD, PMO, IT Operations, MS Project, Mainframe, ERP, Security Clearance, Project Planning, PMP, Networking, Microsoft Project
Education
John Tyler Community College 2014 — 2017
Associate's Degree, Computer/Information Technology Administration and Management, 4.0
County College of Morris 1978 — 2011
AAS, Business management, 3.5
Marshall University 1977 — 1978
Bachelor's degree, Business Mgmt, 2.8
Sparta High School 1974 — 1977
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Sussex County Tax Service January 2015 - Present
Northrop Grumman Information Systems January 2012 - October 2013
Northrop Grumman Corporation May 2011 - January 2012
Northrop Grumman Information Systems March 2009 - May 2011
Branch Banking and Trust Company June 2004 - March 2009
Health Management Systems December 2003 - June 2004
Wells Fargo Advisors January 2001 - January 2004
Maersk Data January 1997 - January 2001
Mercedes Benz of North America January 1990 - January 1996
Skills
People Management, Virtualization, Distributed Systems, Banking, Clearances, Disaster Recovery, Program Management, Data Center, Team Leadership, Visio, Requirements Analysis, Vendor Management, Operations Management, Change Management, Enterprise Architecture, Team Building, Strategic Planning, Problem Solving, Leadership, Management, DB2, Strategy, Governance, Outsourcing, Analysis, Information Technology, Servers, Integration, IT Management, IT Strategy, SDLC, SAP, DoD, PMO, IT Operations, MS Project, Mainframe, ERP, Security Clearance, Project Planning, PMP, Networking, Microsoft Project
Education
John Tyler Community College 2014 — 2017
Associate's Degree, Computer/Information Technology Administration and Management, 4.0
County College of Morris 1978 — 2011
AAS, Business management, 3.5
Marshall University 1977 — 1978
Bachelor's degree, Business Mgmt, 2.8
Sparta High School 1974 — 1977
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Charlotte Stokes Charlotte Stokes's Wells Fargo Advisors Experience 2008 - 2009
Job Investments Communications and Training Project Manager at Genworth
Industry Information Technology and Services
Experience
Genworth November 2014 - Present
Andover April 2013 - October 2014
Knight Capital Group July 2010 - April 2013
Wells Fargo Advisors 2008 - 2009
Skills
Investment Banking, Financial Modeling, Series 7, Equities, Capital Markets, Bloomberg, Derivatives, Hedge Funds, Investments
Education
Cornell University 2004 — 2008
BS, Industrial Labor Relations
Genworth November 2014 - Present
Andover April 2013 - October 2014
Knight Capital Group July 2010 - April 2013
Wells Fargo Advisors 2008 - 2009
Skills
Investment Banking, Financial Modeling, Series 7, Equities, Capital Markets, Bloomberg, Derivatives, Hedge Funds, Investments
Education
Cornell University 2004 — 2008
BS, Industrial Labor Relations
J P Banks's Wells Fargo Advisors Experience March 2006 - Present
Job Financial Consultant, Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2006 - Present
Morgan Stanley June 2000 - March 2006
Advest, Inc. November 1998 - June 2000
Lasser Marshall August 1993 - October 1998
Skills
Retirement Planning, Comprehensive Wealth..., Asset Allocation, Wealth Transfer Planning, College Savings Plans, Risk Management, Client Relationship..., FINRA, Life Insurance, Series 63, Wealth Management..., Strategic Financial..., Wealth Management, Series 7, Employee Benefits, Wealth, Mutual Funds, Fixed Income, Small Business, Estate Planning, Retirement, CRM, Portfolio Management, Alternative Investments, Investments, Securities, Finance, Customer Service, Financial Services, Strategic Planning, Asset Management, Insurance, Public Speaking
Education
The Johns Hopkins University 1991 — 1993
B.A., Sociology
Dartmouth College 1989 — 1991
Ward Melville High School 1986 — 1989
Wells Fargo Advisors March 2006 - Present
Morgan Stanley June 2000 - March 2006
Advest, Inc. November 1998 - June 2000
Lasser Marshall August 1993 - October 1998
Skills
Retirement Planning, Comprehensive Wealth..., Asset Allocation, Wealth Transfer Planning, College Savings Plans, Risk Management, Client Relationship..., FINRA, Life Insurance, Series 63, Wealth Management..., Strategic Financial..., Wealth Management, Series 7, Employee Benefits, Wealth, Mutual Funds, Fixed Income, Small Business, Estate Planning, Retirement, CRM, Portfolio Management, Alternative Investments, Investments, Securities, Finance, Customer Service, Financial Services, Strategic Planning, Asset Management, Insurance, Public Speaking
Education
The Johns Hopkins University 1991 — 1993
B.A., Sociology
Dartmouth College 1989 — 1991
Ward Melville High School 1986 — 1989
Diane Grecsek Diane Grecsek's Wells Fargo Advisors Experience March 2005 - October 2009
Job Owner at Diane M Grecsek, CMT, LLC
Industry Hospital & Health Care
Experience
Diane M Grecsek, CMT, LLC October 2010 - Present
Diane M. Grecsek, CMT, LLC October 2010 - Present
Wells Fargo Advisors March 2005 - October 2009
Integrated Fitness & Therapeutic Massage LLC January 2001 - March 2005
Skills
Public Speaking, Customer Service, Event Planning, Microsoft Office, Strategic Planning, Finance, Non-profits, Fundraising, Budgets, Outlook, Social Media, Microsoft Excel, New Business Development, Entrepreneurship, Managerial Finance, Marketing, Coaching, Nonprofits, Management, Team Building, Leadership Development
Education
Institute of Massage Therapy 2004 — 2005
Neuromuscular Therapy I - V, NMT
Somerset School of Massage 2003 — 2004
Therapeutic Massage Therapy, Anatomy, Kinesiology
County College of Morris 1975 — 1977
Certificate Program, Dentistry
Diane M Grecsek, CMT, LLC October 2010 - Present
Diane M. Grecsek, CMT, LLC October 2010 - Present
Wells Fargo Advisors March 2005 - October 2009
Integrated Fitness & Therapeutic Massage LLC January 2001 - March 2005
Skills
Public Speaking, Customer Service, Event Planning, Microsoft Office, Strategic Planning, Finance, Non-profits, Fundraising, Budgets, Outlook, Social Media, Microsoft Excel, New Business Development, Entrepreneurship, Managerial Finance, Marketing, Coaching, Nonprofits, Management, Team Building, Leadership Development
Education
Institute of Massage Therapy 2004 — 2005
Neuromuscular Therapy I - V, NMT
Somerset School of Massage 2003 — 2004
Therapeutic Massage Therapy, Anatomy, Kinesiology
County College of Morris 1975 — 1977
Certificate Program, Dentistry
Ted Bright Ted Bright's Wells Fargo Advisors Experience July 2011 - August 2011
Job IT deskside onsite support
Industry Computer Hardware
Experience
GE Healthcare IT July 2015 - Present
Insight Global April 2015 - May 2015
Randstandt February 2015 - April 2015
TEKsystems June 2014 - December 2014
Pomeroy October 2013 - February 2014
World Wide TechServices May 2012 - January 2014
Metters October 2011 - November 2011
Wells Fargo Advisors July 2011 - August 2011
Apex July 2011 - August 2011
Smart Source Inc October 2010 - October 2010
Skills
Troubleshooting, Technical Support, Windows 7, Operating Systems, Laptops, System Deployment, Testing, Electronics, Manufacturing, Test Equipment, Switches, SMT, Soldering, HP, Field Service, Windows 7 imaging, Networking, Windows XP, Computer Hardware
Education
Normandy High School 1983 — 1987
Electricity, Electronics, Computer Studies
Cuyahoga Community College
Electrical, Electronic Engineering, Computer Studies, Automotive Technology
New Horizons Computer Learning Center
Computer Certifications
GE Healthcare IT July 2015 - Present
Insight Global April 2015 - May 2015
Randstandt February 2015 - April 2015
TEKsystems June 2014 - December 2014
Pomeroy October 2013 - February 2014
World Wide TechServices May 2012 - January 2014
Metters October 2011 - November 2011
Wells Fargo Advisors July 2011 - August 2011
Apex July 2011 - August 2011
Smart Source Inc October 2010 - October 2010
Skills
Troubleshooting, Technical Support, Windows 7, Operating Systems, Laptops, System Deployment, Testing, Electronics, Manufacturing, Test Equipment, Switches, SMT, Soldering, HP, Field Service, Windows 7 imaging, Networking, Windows XP, Computer Hardware
Education
Normandy High School 1983 — 1987
Electricity, Electronics, Computer Studies
Cuyahoga Community College
Electrical, Electronic Engineering, Computer Studies, Automotive Technology
New Horizons Computer Learning Center
Computer Certifications
Nelson Dias's Wells Fargo Advisors Experience 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2014 - Present
Citizens Bank 2012 - 2014
Citizens Bank 2011 - 2012
Citizens Bank 2009 - 2011
HSBC Consumer & Mortgage Lending 2003 - 2009
HSBC Consumer & Mortgage Lending (HFC/Beneficial) 1997 - 2003
Skills
Financial Advisory, Investment Planning, Financial Services, Wealth Management, 401k Rollovers, Retirement Planning, Mutual Funds, Insurance, Annuities, Stocks, Bonds, Investments
Education
University of Massachusetts Dartmouth
Bachelor of Arts, Sociology
Community College of Rhode Island
Associates, Law Enforcement
Wells Fargo Advisors 2014 - Present
Citizens Bank 2012 - 2014
Citizens Bank 2011 - 2012
Citizens Bank 2009 - 2011
HSBC Consumer & Mortgage Lending 2003 - 2009
HSBC Consumer & Mortgage Lending (HFC/Beneficial) 1997 - 2003
Skills
Financial Advisory, Investment Planning, Financial Services, Wealth Management, 401k Rollovers, Retirement Planning, Mutual Funds, Insurance, Annuities, Stocks, Bonds, Investments
Education
University of Massachusetts Dartmouth
Bachelor of Arts, Sociology
Community College of Rhode Island
Associates, Law Enforcement
Bruce Pienton Bruce Pienton's Wells Fargo Advisors Experience May 1999 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 1999 - Present
Skills
Retirement Planning, Fixed Annuities, 401k Rollovers, IRAs, Variable Annuities, Life Insurance, Investments, Small Business, Risk Management, Insurance, Estate Plan Strategies
Education
Davenport University
Business Management
Wells Fargo Advisors May 1999 - Present
Skills
Retirement Planning, Fixed Annuities, 401k Rollovers, IRAs, Variable Annuities, Life Insurance, Investments, Small Business, Risk Management, Insurance, Estate Plan Strategies
Education
Davenport University
Business Management
Pip Barton Pip Barton's Wells Fargo Advisors Experience March 2007 - August 2008
Job UpperVal Capital principal, Agent at Four Seasons International Realty
Industry Real Estate
Experience
UpperVal Capital LLC September 2015 - Present
Four Seasons Sotheby's International Realty October 2012 - Present
TriStar Research October 2008 - Present
Wachovia Securities March 2007 - October 2008
Wells Fargo Advisors March 2007 - August 2008
Control Risks Group April 2006 - October 2006
U.S. Treasury- Office of Intelligence & Analysis February 2002 - March 2006
U.S. Treasury Department January 2002 - March 2006
Third Millennium Ventures LLC August 1996 - January 2002
Fidelity Management & Research June 1986 - August 1996
Skills
Forecasting, Competitive Intelligence, Financial Analysis, Business Intelligence, Macroeconomics, Real Estate Development, Real Estate Transactions, Real Estate Economics, Financial Risk, Real Estate License, Community Development, Hedge Funds, Venture Capital, Equities, Risk Management, Finance, Real Estate Financing, Analysis, Competitive Analysis, Economics, Business Development, Investments, Start-ups, Asset Management, Management, Leadership, Portfolio Management
Education
Columbia Business School 1985 — 1987
MBA, Finance and Innovation Studies
Columbia Graduate School of Business 1985 — 1987
Masters of Business Administration, Finance & Management
Yale University 1979 — 1983
BA, Economics and Political Science, Distinction in Major
Yale University 1979 — 1983
Bachelor of Arts, Economics & Political Science
UpperVal Capital LLC September 2015 - Present
Four Seasons Sotheby's International Realty October 2012 - Present
TriStar Research October 2008 - Present
Wachovia Securities March 2007 - October 2008
Wells Fargo Advisors March 2007 - August 2008
Control Risks Group April 2006 - October 2006
U.S. Treasury- Office of Intelligence & Analysis February 2002 - March 2006
U.S. Treasury Department January 2002 - March 2006
Third Millennium Ventures LLC August 1996 - January 2002
Fidelity Management & Research June 1986 - August 1996
Skills
Forecasting, Competitive Intelligence, Financial Analysis, Business Intelligence, Macroeconomics, Real Estate Development, Real Estate Transactions, Real Estate Economics, Financial Risk, Real Estate License, Community Development, Hedge Funds, Venture Capital, Equities, Risk Management, Finance, Real Estate Financing, Analysis, Competitive Analysis, Economics, Business Development, Investments, Start-ups, Asset Management, Management, Leadership, Portfolio Management
Education
Columbia Business School 1985 — 1987
MBA, Finance and Innovation Studies
Columbia Graduate School of Business 1985 — 1987
Masters of Business Administration, Finance & Management
Yale University 1979 — 1983
BA, Economics and Political Science, Distinction in Major
Yale University 1979 — 1983
Bachelor of Arts, Economics & Political Science
Mark Spelman Mark Spelman's Wells Fargo Advisors Experience June 2010 - August 2010
Job at
Industry Telecommunications
Experience
AT&T September 2015 - Present
AT&T February 2014 - Present
AT&T April 2013 - Present
InfluAds November 2012 - March 2013
SunStar USA September 2011 - September 2012
Wells Fargo Advisors June 2010 - August 2010
Open H.A.N.D.S. January 2010 - April 2010
Redlands Recreation Bureau October 2009 - April 2010
Skills
Negotiation, Strategy
Education
Science of Consultative Selling 2014 — 2014
Consultative Selling Certification
Copenhagen Business School 2010 — 2011
International Business
University of Redlands 2007 — 2011
Bachelors of Science Business Administration, Business, Finance, Marketing
AT&T September 2015 - Present
AT&T February 2014 - Present
AT&T April 2013 - Present
InfluAds November 2012 - March 2013
SunStar USA September 2011 - September 2012
Wells Fargo Advisors June 2010 - August 2010
Open H.A.N.D.S. January 2010 - April 2010
Redlands Recreation Bureau October 2009 - April 2010
Skills
Negotiation, Strategy
Education
Science of Consultative Selling 2014 — 2014
Consultative Selling Certification
Copenhagen Business School 2010 — 2011
International Business
University of Redlands 2007 — 2011
Bachelors of Science Business Administration, Business, Finance, Marketing
Thomas Michael Ercolano Thomas Michael Ercolano's Wells Fargo Advisors Experience May 2011 - November 2013
Job Licensed Financial Specialist
Industry Financial Services
Experience
PNC Financial Services December 2013 - Present
Wells Fargo Advisors May 2011 - November 2013
North Gate Mortgage Company, Inc. September 1988 - May 2011
John Hancock Life Insurance Company (U.S.A.) May 1984 - September 1988
Skills
Leadership, Team Building, Coaching, Entrepreneurship, Human Resources, Process Improvement, Management, Negotiation, Organizational..., Recruiting, Business Development, Change Management, Sales Operations, Time Management
Education
Columbia University in the City of New York 1975 — 1977
MA, Business Organizational Development
William Paterson University of New Jersey 1972 — 1975
BA, Psychology
PNC Financial Services December 2013 - Present
Wells Fargo Advisors May 2011 - November 2013
North Gate Mortgage Company, Inc. September 1988 - May 2011
John Hancock Life Insurance Company (U.S.A.) May 1984 - September 1988
Skills
Leadership, Team Building, Coaching, Entrepreneurship, Human Resources, Process Improvement, Management, Negotiation, Organizational..., Recruiting, Business Development, Change Management, Sales Operations, Time Management
Education
Columbia University in the City of New York 1975 — 1977
MA, Business Organizational Development
William Paterson University of New Jersey 1972 — 1975
BA, Psychology
Richard L. Sanchez Richard L. Sanchez's Wells Fargo Advisors Experience April 2014 - Present
Job Team Lead, Securities Operations Services
Industry Information Technology and Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors August 2009 - April 2014
Wells Fargo Advisors August 2004 - March 2009
Wachovia Securities February 2001 - August 2004
SunTrust Bank September 2000 - February 2001
St. Alphonsus Regional Medical Center August 1998 - July 2000
St. Alphonsus Regional Medical Center February 1998 - August 1998
Hewlett-Packard May 1996 - November 1997
Computerland of Boise October 1994 - April 1996
United States Air Force October 1988 - September 1994
Skills
Customer Service, Proven customer service..., Call Center etiquette, Ability to work in a..., Team Leadership, Team Building, Teaching, Software Documentation, Analysis, Visio, Research, Process Improvement, Business Analysis, Excellent verbal and..., Troubleshooting, Time Management, Microsoft Windows..., •Microsoft Office..., Individual Counselling, Daily Schedule Planning, Instructor-led Training, Spanish-speaking, Translation, Public Speaking, Proofreading
Education
University of Phoenix 2003 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Community College of the Air Force 1992 — 1994
Associate's degree, Computer and Information Systems Security/Information Assurance
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors August 2009 - April 2014
Wells Fargo Advisors August 2004 - March 2009
Wachovia Securities February 2001 - August 2004
SunTrust Bank September 2000 - February 2001
St. Alphonsus Regional Medical Center August 1998 - July 2000
St. Alphonsus Regional Medical Center February 1998 - August 1998
Hewlett-Packard May 1996 - November 1997
Computerland of Boise October 1994 - April 1996
United States Air Force October 1988 - September 1994
Skills
Customer Service, Proven customer service..., Call Center etiquette, Ability to work in a..., Team Leadership, Team Building, Teaching, Software Documentation, Analysis, Visio, Research, Process Improvement, Business Analysis, Excellent verbal and..., Troubleshooting, Time Management, Microsoft Windows..., •Microsoft Office..., Individual Counselling, Daily Schedule Planning, Instructor-led Training, Spanish-speaking, Translation, Public Speaking, Proofreading
Education
University of Phoenix 2003 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Community College of the Air Force 1992 — 1994
Associate's degree, Computer and Information Systems Security/Information Assurance
John Juric, MBA, CPA John Juric, MBA, CPA's Wells Fargo Advisors Experience October 2013 - December 2014
Job
Industry Chemicals
Experience
USALCO, LLC January 2015 - Present
Wells Fargo Advisors October 2013 - December 2014
Preferred Proppants, LLC January 2012 - September 2013
Fiberweb, plc July 2008 - January 2012
Fiberweb plc June 2007 - July 2008
Juric Consulting April 2006 - June 2007
Ashland Inc - Formerly Hercules Incorporated August 2000 - April 2006
Ciba January 1998 - August 2000
NOVA Chemicals April 1996 - January 1998
ARCO Chemical January 1994 - April 1996
Skills
Strategic Planning, Change Management, Accounting, Shared Services, Financial Reporting, Mergers, Financial Analysis, Manufacturing, Process Improvement, Budgeting, Cross-functional Team..., Strategy Development, Business Strategy, Team Building, Contract Negotiation, Restructuring, Product Development, Forecasting, Cost Reduction, New Business Development, Sales Management, Business Process..., Planning, Contract Negotiations, Operations Management, Continuous Improvement, Financial Planning, Problem Solving, Analysis, Due Diligence, Auditing, Corporate Finance, Internal Audit, SOX, Business Process, Business Planning, International Business, Strategy, Budgets, Project Planning, Start-ups, Executive Management, Business Development, Finance, Supply Chain, Mergers & Acquisitions, Process Engineering, CFOs, Supply Chain Management, Growth Strategies
Education
University of North Carolina at Chapel Hill 2009 — 2011
Certificate, Organizational Leadership
Cranfield University - Cranfield School of Management 2009 — 2010
Certificate, Strategic Marketing & Business Development
West Chester University of Pennsylvania 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
West Chester University of Pennsylvania 1981 — 1986
BS Accounting, Accounting & Finance
USALCO, LLC January 2015 - Present
Wells Fargo Advisors October 2013 - December 2014
Preferred Proppants, LLC January 2012 - September 2013
Fiberweb, plc July 2008 - January 2012
Fiberweb plc June 2007 - July 2008
Juric Consulting April 2006 - June 2007
Ashland Inc - Formerly Hercules Incorporated August 2000 - April 2006
Ciba January 1998 - August 2000
NOVA Chemicals April 1996 - January 1998
ARCO Chemical January 1994 - April 1996
Skills
Strategic Planning, Change Management, Accounting, Shared Services, Financial Reporting, Mergers, Financial Analysis, Manufacturing, Process Improvement, Budgeting, Cross-functional Team..., Strategy Development, Business Strategy, Team Building, Contract Negotiation, Restructuring, Product Development, Forecasting, Cost Reduction, New Business Development, Sales Management, Business Process..., Planning, Contract Negotiations, Operations Management, Continuous Improvement, Financial Planning, Problem Solving, Analysis, Due Diligence, Auditing, Corporate Finance, Internal Audit, SOX, Business Process, Business Planning, International Business, Strategy, Budgets, Project Planning, Start-ups, Executive Management, Business Development, Finance, Supply Chain, Mergers & Acquisitions, Process Engineering, CFOs, Supply Chain Management, Growth Strategies
Education
University of North Carolina at Chapel Hill 2009 — 2011
Certificate, Organizational Leadership
Cranfield University - Cranfield School of Management 2009 — 2010
Certificate, Strategic Marketing & Business Development
West Chester University of Pennsylvania 1990 — 1992
Master of Business Administration (MBA), Accounting and Finance
West Chester University of Pennsylvania 1981 — 1986
BS Accounting, Accounting & Finance
Brigitte Benson Brigitte Benson's Wells Fargo Advisors Experience June 2004 - October 2007
Job Financial Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2007 - Present
Wells Fargo Advisors June 2004 - October 2007
Education
Concordia University-St. Paul 2002 — 2004
MBA, Business
University of Wisconsin-Madison 1998 — 2002
Bachelor Of Science, Accounting
RBC Wealth Management November 2007 - Present
Wells Fargo Advisors June 2004 - October 2007
Education
Concordia University-St. Paul 2002 — 2004
MBA, Business
University of Wisconsin-Madison 1998 — 2002
Bachelor Of Science, Accounting
Jason Perotka Jason Perotka's Wells Fargo Advisors Experience October 2013 - April 2015
Job Data Management Professional and MBA with strong background in Business Intelligence
Industry Information Technology and Services
Experience
BJC HealthCare August 2015 - Present
Hager Companies April 2015 - August 2015
Wells Fargo Advisors October 2013 - April 2015
Hudson's Bay Company July 2013 - October 2013
Gateway EDI September 2011 - June 2013
Gateway EDI June 2011 - September 2011
Propper International April 2011 - June 2011
Maritz Research February 2008 - October 2010
LCEF April 2000 - February 2006
Skills
SQL, SSRS, SSIS, SQL Server, SharePoint, T-SQL, SDLC, Business Intelligence, Data Warehousing, Business Analysis, Data Modeling, Data Analysis, Visio, Database Design, Agile Methodologies, Databases, Microsoft SQL Server, Analysis Services, Software Documentation, Requirements Analysis, Access, Oracle
Education
Washington University in St. Louis - Olin Business School 2010 — 2013
MBA, Management Consulting/Strategy
Concordia University-Wisconsin 2000 — 2006
B.A., Business Management
BJC HealthCare August 2015 - Present
Hager Companies April 2015 - August 2015
Wells Fargo Advisors October 2013 - April 2015
Hudson's Bay Company July 2013 - October 2013
Gateway EDI September 2011 - June 2013
Gateway EDI June 2011 - September 2011
Propper International April 2011 - June 2011
Maritz Research February 2008 - October 2010
LCEF April 2000 - February 2006
Skills
SQL, SSRS, SSIS, SQL Server, SharePoint, T-SQL, SDLC, Business Intelligence, Data Warehousing, Business Analysis, Data Modeling, Data Analysis, Visio, Database Design, Agile Methodologies, Databases, Microsoft SQL Server, Analysis Services, Software Documentation, Requirements Analysis, Access, Oracle
Education
Washington University in St. Louis - Olin Business School 2010 — 2013
MBA, Management Consulting/Strategy
Concordia University-Wisconsin 2000 — 2006
B.A., Business Management
Park Dougherty, CRPC Park Dougherty, CRPC's Wells Fargo Advisors Experience February 2009 - Present
Job First Vice President Investments, Chartered Retirement Planning Counselor at Wells Fargo, Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Robinson-Humphrey which became Smith Barney April 1985 - February 2009
Skills
Retirement Planning, Investments
Education
Dartmouth College 1974 — 1979
Porter-Gaud 1962 — 1974
Wells Fargo Advisors February 2009 - Present
Robinson-Humphrey which became Smith Barney April 1985 - February 2009
Skills
Retirement Planning, Investments
Education
Dartmouth College 1974 — 1979
Porter-Gaud 1962 — 1974
Daniel Lensing Daniel Lensing's Wells Fargo Advisors Experience September 2012 - Present
Job Investment Call Center Sales Representative at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors September 2012 - Present
TD Ameritrade October 2009 - August 2012
Ameriprise Financial Advisors July 2005 - October 2009
Ameriprise Financial July 2005 - 2009
St. Louis Lithographing April 2002 - July 2005
Consolidated Graphics June 1999 - April 2002
Lyon Financial Services February 1998 - May 1999
The Schwan Food Company September 1996 - February 1998
Skills
Retirement Planning, Wealth Management, Estate Planning, Business Planning, Financial Planning, Wealth, Retirement, Investment Advisory, Investments, Asset Allocation, Insurance Planning, Financial Advice, Wealth Accumulation, Long Term Care, Inheritance Tax Planning, Asset Management, Annuities, Wealth Transfer, Disability Insurance, IRA's, Investment Strategies, 401k, High Net Worth..., Mutual Funds, Income Protection, Financial Advisory, Retirement Income..., Personal Finance, Insurance, Long-term Care, Financial Analysis, Portfolio Management, Business Strategy, Savings, Asset, Equities, Alternative Investments, Series 7, Securities, Bonds, Options, Fixed Income, Risk Management, Stocks, Corporate Finance, ETFs, Trading, Budgeting, Derivatives, Strategic Planning
Education
Creighton University 2012 — 2015
Masters of Security Analysis and Portfolio Management, Finance and Financial Management Services
Southwest Minnesota State University 1994 — 1998
BS, Finance and Management
Wells Fargo Advisors September 2012 - Present
TD Ameritrade October 2009 - August 2012
Ameriprise Financial Advisors July 2005 - October 2009
Ameriprise Financial July 2005 - 2009
St. Louis Lithographing April 2002 - July 2005
Consolidated Graphics June 1999 - April 2002
Lyon Financial Services February 1998 - May 1999
The Schwan Food Company September 1996 - February 1998
Skills
Retirement Planning, Wealth Management, Estate Planning, Business Planning, Financial Planning, Wealth, Retirement, Investment Advisory, Investments, Asset Allocation, Insurance Planning, Financial Advice, Wealth Accumulation, Long Term Care, Inheritance Tax Planning, Asset Management, Annuities, Wealth Transfer, Disability Insurance, IRA's, Investment Strategies, 401k, High Net Worth..., Mutual Funds, Income Protection, Financial Advisory, Retirement Income..., Personal Finance, Insurance, Long-term Care, Financial Analysis, Portfolio Management, Business Strategy, Savings, Asset, Equities, Alternative Investments, Series 7, Securities, Bonds, Options, Fixed Income, Risk Management, Stocks, Corporate Finance, ETFs, Trading, Budgeting, Derivatives, Strategic Planning
Education
Creighton University 2012 — 2015
Masters of Security Analysis and Portfolio Management, Finance and Financial Management Services
Southwest Minnesota State University 1994 — 1998
BS, Finance and Management
Jasper Larsen Jasper Larsen's Wells Fargo Advisors Experience June 2010 - August 2010
Job Director of Business Development at PitchBook Data
Industry Financial Services
Experience
PitchBook Data August 2015 - Present
PitchBook Data March 2015 - August 2015
PitchBook Data September 2014 - March 2015
PitchBook Data, Inc. April 2013 - September 2014
Bloomberg LP March 2012 - April 2013
Bloomberg LP August 2011 - March 2012
Wells Fargo Advisors June 2010 - August 2010
Skills
Business Development, Financial Modeling, Venture Capital, Bloomberg, Bloomberg Terminal, Equities, Friendly Personality, Valuation, Equity Research, Asset Management, Fixed Income, Hedge Funds, Private Equity, Management, Financial Markets, Investments, Investment Banking, Alternative Investments, Sales
Education
Connecticut College 2007 — 2011
Bachelor of Arts (B.A.), Economics
PitchBook Data August 2015 - Present
PitchBook Data March 2015 - August 2015
PitchBook Data September 2014 - March 2015
PitchBook Data, Inc. April 2013 - September 2014
Bloomberg LP March 2012 - April 2013
Bloomberg LP August 2011 - March 2012
Wells Fargo Advisors June 2010 - August 2010
Skills
Business Development, Financial Modeling, Venture Capital, Bloomberg, Bloomberg Terminal, Equities, Friendly Personality, Valuation, Equity Research, Asset Management, Fixed Income, Hedge Funds, Private Equity, Management, Financial Markets, Investments, Investment Banking, Alternative Investments, Sales
Education
Connecticut College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Augusto T. Blanco (Gus) Augusto T. Blanco (Gus)'s Wells Fargo Advisors Experience February 2014 - Present
Job Institutional Trader
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Rothschild Asset Management November 1992 - August 2010
Prudential Bache Securities August 1986 - October 1992
IBM September 1983 - August 1985
United Brands September 1982 - June 1983
Skills
Fluent in Spainish, Equities, Bloomberg, Hedge Funds, Equity Research, Fixed Income, TCA, Portfolio Management, Trading, Quantitative Analytics, Asset Management, ETFs, Alternative Investments, Investment Strategies, Derivatives, Capital Markets, Options, Trading Systems, Mutual Funds, Financial Markets, Equity Trading, Investments, Equity Derivatives, Investment Advisory, Wealth Management, Valuation, Series 63, FINRA, Electronic Trading, Securities, Bonds, Institutional..., Financial Services, Financial Analysis, Equity Valuation, Securities Lending, Financial Statement..., Trading Strategies, Equity Capital Markets, Corporate Finance, Swaps, Options Strategies, Investment Banking, Series 7
Education
Creighton University 2012 — 2013
Masters Security Analysis and Portfolio Management, 2012
Pace University - Lubin School of Business
Bachelors Business Administration, Accounting and Finance
Wells Fargo Advisors February 2014 - Present
Rothschild Asset Management November 1992 - August 2010
Prudential Bache Securities August 1986 - October 1992
IBM September 1983 - August 1985
United Brands September 1982 - June 1983
Skills
Fluent in Spainish, Equities, Bloomberg, Hedge Funds, Equity Research, Fixed Income, TCA, Portfolio Management, Trading, Quantitative Analytics, Asset Management, ETFs, Alternative Investments, Investment Strategies, Derivatives, Capital Markets, Options, Trading Systems, Mutual Funds, Financial Markets, Equity Trading, Investments, Equity Derivatives, Investment Advisory, Wealth Management, Valuation, Series 63, FINRA, Electronic Trading, Securities, Bonds, Institutional..., Financial Services, Financial Analysis, Equity Valuation, Securities Lending, Financial Statement..., Trading Strategies, Equity Capital Markets, Corporate Finance, Swaps, Options Strategies, Investment Banking, Series 7
Education
Creighton University 2012 — 2013
Masters Security Analysis and Portfolio Management, 2012
Pace University - Lubin School of Business
Bachelors Business Administration, Accounting and Finance
Christopher Nicolas's Wells Fargo Advisors Experience April 2015 - Present
Job Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors April 2015 - Present
Black Diamond Ventures June 2014 - August 2014
Wastech Controls and Engineering June 2012 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Research, Microsoft Word, Public Speaking, Social Media, Data Analysis, Market Research, Teamwork, Social Networking, Leadership
Education
University of Southern California 2012 — 2016
Business of Science (B.S.), Business Administration, In Progress: Cumulative 3.75 Major GPA: 3.80
Copenhagen Business School 2014 — 2014
Entrepreneurship and Consulting
Wells Fargo Advisors April 2015 - Present
Black Diamond Ventures June 2014 - August 2014
Wastech Controls and Engineering June 2012 - August 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Research, Microsoft Word, Public Speaking, Social Media, Data Analysis, Market Research, Teamwork, Social Networking, Leadership
Education
University of Southern California 2012 — 2016
Business of Science (B.S.), Business Administration, In Progress: Cumulative 3.75 Major GPA: 3.80
Copenhagen Business School 2014 — 2014
Entrepreneurship and Consulting
Mahta Ghahramani's Wells Fargo Advisors Experience August 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Merrill Lynch 2011 - Present
Smith Barney 2006 - August 2011
Citi Smith Barney 2006 - 2009
PIC 2005 - 2006
ETG January 2001 - September 2005
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Strategic Financial..., Retirement Planning, Investment Strategies, Series 63, Risk Management, Options, Estate Planning, Insurance, Derivatives, Series 7, Wealth, Financial Advisory, Finance, Mutual Funds, Equities
Education
Columbia University in the City of New York
English Language and Literature/Letters
Stevens Institute of Technology
Master of Science (MS), Management Information Systems, Finance
Wells Fargo Advisors August 2015 - Present
Merrill Lynch 2011 - Present
Smith Barney 2006 - August 2011
Citi Smith Barney 2006 - 2009
PIC 2005 - 2006
ETG January 2001 - September 2005
Skills
Investments, Asset Managment, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Strategic Financial..., Retirement Planning, Investment Strategies, Series 63, Risk Management, Options, Estate Planning, Insurance, Derivatives, Series 7, Wealth, Financial Advisory, Finance, Mutual Funds, Equities
Education
Columbia University in the City of New York
English Language and Literature/Letters
Stevens Institute of Technology
Master of Science (MS), Management Information Systems, Finance
Kevin Malone Kevin Malone's Wells Fargo Advisors Experience 2007 - 2012
Job Vice President of Private Wealth Management Private Client Manager
Industry Investment Management
Experience
UMB Bank March 2015 - Present
TD Ameritrade June 2013 - January 2015
Mutual of Omaha November 2012 - June 2013
Wells Fargo January 2006 - October 2012
Wells Fargo Advisors 2007 - 2012
Guardian Title Services, LLC May 2001 - August 2005
Skills
Wealth Management, Series 7, Series 66, Financial Services, Banking, Retirement Planning, Relationship Management, Strategic Financial..., Strategy, Retirement, Risk Management, Asset Allocation, Private Banking
Education
Creighton University 2001 — 2005
Bachelors Degree in Business Administration, Finance
Creighton Prep
UMB Bank March 2015 - Present
TD Ameritrade June 2013 - January 2015
Mutual of Omaha November 2012 - June 2013
Wells Fargo January 2006 - October 2012
Wells Fargo Advisors 2007 - 2012
Guardian Title Services, LLC May 2001 - August 2005
Skills
Wealth Management, Series 7, Series 66, Financial Services, Banking, Retirement Planning, Relationship Management, Strategic Financial..., Strategy, Retirement, Risk Management, Asset Allocation, Private Banking
Education
Creighton University 2001 — 2005
Bachelors Degree in Business Administration, Finance
Creighton Prep
Alexander Picarelli Alexander Picarelli's Wells Fargo Advisors Experience May 2009 - July 2009
Job Operational Manager at Tab Hardware
Industry Aviation & Aerospace
Experience
Tab Hardware Inc May 2013 - Present
Aircraft Hardware West August 2011 - May 2013
Wells Fargo Advisors May 2009 - July 2009
Skills
Managing Accounts, Team Leadership, Sales, Purchasing, Budgets, Aircraft, Negotiation, Project Management, Management, Microsoft Excel, Microsoft Office
Education
Concordia University-Irvine 2007 — 2011
Bachelors of the Arts 2011, Business Finance
Tab Hardware Inc May 2013 - Present
Aircraft Hardware West August 2011 - May 2013
Wells Fargo Advisors May 2009 - July 2009
Skills
Managing Accounts, Team Leadership, Sales, Purchasing, Budgets, Aircraft, Negotiation, Project Management, Management, Microsoft Excel, Microsoft Office
Education
Concordia University-Irvine 2007 — 2011
Bachelors of the Arts 2011, Business Finance
Anthony Stanius Anthony Stanius's Wells Fargo Advisors Experience November 2010 - Present
Job Trading Representative, Trade Review/Release Team at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2010 - Present
WRP investments, Inc March 2007 - November 2010
Ameriprise Financial Services2004 May 2004 - March 2007
Wealth Management GroupMerrill Lynch2003-2004 November 2003 - May 2004
Packaging Store May 2001 - November 2003
Skills
Investments, Finance, Insurance, Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Securities, Strategic Financial..., Uniform Combined State...
Education
Concordia University-St. Paul 2001 — 2004
Bachelor, Business Administration; Finance
University of Minnesota Duluth 1999 — 2001
General
Wells Fargo Advisors November 2010 - Present
WRP investments, Inc March 2007 - November 2010
Ameriprise Financial Services2004 May 2004 - March 2007
Wealth Management GroupMerrill Lynch2003-2004 November 2003 - May 2004
Packaging Store May 2001 - November 2003
Skills
Investments, Finance, Insurance, Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Retirement, Investment Advisory, Securities, Strategic Financial..., Uniform Combined State...
Education
Concordia University-St. Paul 2001 — 2004
Bachelor, Business Administration; Finance
University of Minnesota Duluth 1999 — 2001
General
Jay F. Mastilak, CFP®'s Wells Fargo Advisors Experience March 2007 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2007 - Present
Financial Planning Association (FPA) 2008 - 2011
PNC October 1984 - March 2007
Merrill Lynch 1980 - 1984
Skills
Investments, Securities, Asset Allocation, Series 7, Management, Finance, Retirement Planning, Mutual Funds, Financial Services, Financial Advisory, Leadership, Insurance, Investment Strategies, Risk Management, Relationship Management, Sales, 401k Rollovers, Concentrated Stock..., Fixed Income Strategies, Investment Planning, Stocks, Bonds, Retirement Savings, Wealth Preservation..., Multigenerational..., Deferred Compensation..., Strategic Planning
Education
Duquesne University 1983 — 1984
Finance
Community College of Allegheny County 1981 — 1983
Business
Wells Fargo Advisors March 2007 - Present
Financial Planning Association (FPA) 2008 - 2011
PNC October 1984 - March 2007
Merrill Lynch 1980 - 1984
Skills
Investments, Securities, Asset Allocation, Series 7, Management, Finance, Retirement Planning, Mutual Funds, Financial Services, Financial Advisory, Leadership, Insurance, Investment Strategies, Risk Management, Relationship Management, Sales, 401k Rollovers, Concentrated Stock..., Fixed Income Strategies, Investment Planning, Stocks, Bonds, Retirement Savings, Wealth Preservation..., Multigenerational..., Deferred Compensation..., Strategic Planning
Education
Duquesne University 1983 — 1984
Finance
Community College of Allegheny County 1981 — 1983
Business
Borzy Les Borzy Les's Wells Fargo Advisors Experience January 2005 - Present
Job Regional Executive Manager at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2014 - Present
Wells Fargo Advisors January 2005 - Present
Wells Fargo Advisors January 2003 - January 2005
Wells Fargo Advisors January 2001 - January 2003
Skills
Recruiting, Program Management, Strategy, Coaching, Human Resources, Customer Service, Training, Marketing, Leadership, Public Speaking
Education
Concordia University-Portland
BS, Management, Communication & Leadership
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) January 2014 - Present
Wells Fargo Advisors January 2005 - Present
Wells Fargo Advisors January 2003 - January 2005
Wells Fargo Advisors January 2001 - January 2003
Skills
Recruiting, Program Management, Strategy, Coaching, Human Resources, Customer Service, Training, Marketing, Leadership, Public Speaking
Education
Concordia University-Portland
BS, Management, Communication & Leadership
Celeste W. Jordan's Wells Fargo Advisors Experience November 2003 - June 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2014 - Present
Twin Financial, Inc. June 2013 - May 2014
Wells Fargo Advisors November 2003 - June 2013
Skills
Financial Guidance, Asset Allocation, Mutual Funds, Mutual Fund and ETF...
Education
Columbia College Chicago 1994 — 1997
Bachelor of Arts (B.A.)
Loyola University of Chicago 1992 — 1994
Wells Fargo Advisors, LLC September 2014 - Present
Twin Financial, Inc. June 2013 - May 2014
Wells Fargo Advisors November 2003 - June 2013
Skills
Financial Guidance, Asset Allocation, Mutual Funds, Mutual Fund and ETF...
Education
Columbia College Chicago 1994 — 1997
Bachelor of Arts (B.A.)
Loyola University of Chicago 1992 — 1994
Robert Meyncke Robert Meyncke's Wells Fargo Advisors Experience April 2008 - May 2011
Job Divisional Sales Manager, Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2011 - Present
Wells Fargo Advisors April 2008 - May 2011
UBS August 1996 - November 2007
Standard & Poor's May 1987 - July 1996
United States Marine Corps January 1982 - January 1983
Skills
Financial Services, Investments, Series 7, Leadership, Mutual Funds, Series 63, Risk Management, Sales, Product Development, Series 24, Alternative Investments, Securities, Financial Advisory, Sales Management, Management, Strategy, Strategic Planning, FINRA, Series 3,..., Business Strategy, Business Development, New Business Development, Business Planning, Process Improvement, Team Building
Education
Cornell University
Bachelor of Science (BS), Business Administration and Management, General
Rutgers Business School
Master of Business Administration (M.B.A.), Finance, General
Goldman Sachs June 2011 - Present
Wells Fargo Advisors April 2008 - May 2011
UBS August 1996 - November 2007
Standard & Poor's May 1987 - July 1996
United States Marine Corps January 1982 - January 1983
Skills
Financial Services, Investments, Series 7, Leadership, Mutual Funds, Series 63, Risk Management, Sales, Product Development, Series 24, Alternative Investments, Securities, Financial Advisory, Sales Management, Management, Strategy, Strategic Planning, FINRA, Series 3,..., Business Strategy, Business Development, New Business Development, Business Planning, Process Improvement, Team Building
Education
Cornell University
Bachelor of Science (BS), Business Administration and Management, General
Rutgers Business School
Master of Business Administration (M.B.A.), Finance, General
Donna Bromfield-Day's Wells Fargo Advisors Experience November 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Education
Dalhousie University
Bachelor of Commerce, MBA, Business Administration and Management, General
Wells Fargo Advisors November 2014 - Present
Education
Dalhousie University
Bachelor of Commerce, MBA, Business Administration and Management, General
David Folds's Wells Fargo Advisors Experience July 2012 - Present
Job Financial Advisor, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2012 - Present
Wells Fargo Bank July 2010 - July 2012
Wachovia Bank October 2003 - July 2010
Skills
Loans, Credit, Consumer Lending, Series 7, Mortgage Lending, Retirement Planning, Commercial Lending, Wealth Management, Banking
Education
Columbus State University 1994 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Wells Fargo Advisors July 2012 - Present
Wells Fargo Bank July 2010 - July 2012
Wachovia Bank October 2003 - July 2010
Skills
Loans, Credit, Consumer Lending, Series 7, Mortgage Lending, Retirement Planning, Commercial Lending, Wealth Management, Banking
Education
Columbus State University 1994 — 1999
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Dan Newsome Dan Newsome's Wells Fargo Advisors Experience October 2007 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2007 - Present
A.G. Edwards and Sons (A predecessor firm of Wells Fargo Advisors, LLC) November 1989 - October 2007
The Robinson Humphrey Company June 1983 - November 1989
Skills
Investments, Retirement Planning, Asset Allocation, Investment Planning, Pensions, IRAs, Fixed Income, Strategic Investment...
Education
Davidson College 1979 — 1983
BA, Economics
Wells Fargo Advisors October 2007 - Present
A.G. Edwards and Sons (A predecessor firm of Wells Fargo Advisors, LLC) November 1989 - October 2007
The Robinson Humphrey Company June 1983 - November 1989
Skills
Investments, Retirement Planning, Asset Allocation, Investment Planning, Pensions, IRAs, Fixed Income, Strategic Investment...
Education
Davidson College 1979 — 1983
BA, Economics
Yan Gu Yan Gu's Wells Fargo Advisors Experience July 2014 - Present
Job Performance Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Home Mortgage December 2013 - June 2014
Columbia Law School May 2013 - August 2013
Universum March 2012 - August 2012
Skills
Qualitative Research, Data Mining, Climate Change Science, Environmental Policy, Research, Performance Measurement, Risk Management
Education
Columbia University in the City of New York 2012 — 2013
Master's degree, Environmental Sciences
Nanjing University 2008 — 2012
Bachelor's degree, Atmospheric Sciences
The University of Hong Kong 2010 — 2010
Exchange Program, Earth Sciences
Wells Fargo Advisors July 2014 - Present
Wells Fargo Home Mortgage December 2013 - June 2014
Columbia Law School May 2013 - August 2013
Universum March 2012 - August 2012
Skills
Qualitative Research, Data Mining, Climate Change Science, Environmental Policy, Research, Performance Measurement, Risk Management
Education
Columbia University in the City of New York 2012 — 2013
Master's degree, Environmental Sciences
Nanjing University 2008 — 2012
Bachelor's degree, Atmospheric Sciences
The University of Hong Kong 2010 — 2010
Exchange Program, Earth Sciences
Donna Bernsdorf Donna Bernsdorf's Wells Fargo Advisors Experience April 2009 - 2011
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Wells Fargo Advisors April 2009 - 2011
Skills
Series 7, Retirement Planning, Long-term Care, Uniform Combined State..., Investments, Insurance, Finance, Financial Advisory, Small Business, Mutual Funds, Retirement, IRAs, 401k, Series 66, Certified Special Needs...
Education
Cuyahoga Community College
Associates, Liberal Arts, Cum Laude
Wells Fargo University
Merrill Lynch October 2011 - Present
Wells Fargo Advisors April 2009 - 2011
Skills
Series 7, Retirement Planning, Long-term Care, Uniform Combined State..., Investments, Insurance, Finance, Financial Advisory, Small Business, Mutual Funds, Retirement, IRAs, 401k, Series 66, Certified Special Needs...
Education
Cuyahoga Community College
Associates, Liberal Arts, Cum Laude
Wells Fargo University
Lisa Caputo Lisa Caputo's Wells Fargo Advisors Experience February 2009 - June 2011
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Wells Fargo Advisors February 2009 - June 2011
Merrill Lynch March 1998 - February 2009
Education
Davenport University 1985 — 1987
Associate of Science (A.S.), Sales, Distribution, and Marketing Operations, General
Morgan Stanley Wealth Management June 2011 - Present
Wells Fargo Advisors February 2009 - June 2011
Merrill Lynch March 1998 - February 2009
Education
Davenport University 1985 — 1987
Associate of Science (A.S.), Sales, Distribution, and Marketing Operations, General
Rob Ainslie Rob Ainslie's Wells Fargo Advisors Experience January 2011 - Present
Job First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Merrill Lynch April 2000 - December 2010
Education
Cornell University 1974 — 1978
Bachelor's degree, Economics and Business Management
Wells Fargo Advisors January 2011 - Present
Merrill Lynch April 2000 - December 2010
Education
Cornell University 1974 — 1978
Bachelor's degree, Economics and Business Management
Julie Greenberg's Wells Fargo Advisors Experience June 2011 - August 2011
Job Business Advisory Program at EY
Industry Financial Services
Experience
EY October 2013 - Present
Viscogliosi Bros., LLC June 2012 - August 2012
Wells Fargo Advisors June 2011 - August 2011
Education
Cornell University 2009 — 2013
EY October 2013 - Present
Viscogliosi Bros., LLC June 2012 - August 2012
Wells Fargo Advisors June 2011 - August 2011
Education
Cornell University 2009 — 2013
Louis Santiago Louis Santiago's Wells Fargo Advisors Experience September 2001 - June 2011
Job Independent Financial Services Professional
Industry Financial Services
Experience
St. James Consulting, LLC June 2012 - Present
Morgan Stanley June 2011 - May 2012
Wells Fargo Advisors September 2001 - June 2011
Skills
Investment management..., Marketing Strategy, Experienced Speaker, Portfolio Analysis, Personal Financial..., Portfolio Management, Insurance, Asset Management, Risk Management, Wealth Management, Investments, Securities, Financial Analysis, Finance, Trading, Banking, Alternative Investments, Financial Markets
Education
CUNY New York City College of Technology 1964 — 1969
Building Construction Technology
High School of Art and Design 1958 — 1961
Commercial and Advertising Art
St. James Consulting, LLC June 2012 - Present
Morgan Stanley June 2011 - May 2012
Wells Fargo Advisors September 2001 - June 2011
Skills
Investment management..., Marketing Strategy, Experienced Speaker, Portfolio Analysis, Personal Financial..., Portfolio Management, Insurance, Asset Management, Risk Management, Wealth Management, Investments, Securities, Financial Analysis, Finance, Trading, Banking, Alternative Investments, Financial Markets
Education
CUNY New York City College of Technology 1964 — 1969
Building Construction Technology
High School of Art and Design 1958 — 1961
Commercial and Advertising Art
Camner Rubin Camner Rubin's Wells Fargo Advisors Experience November 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Edward Jones March 2011 - November 2014
C&S Wholesale Grocers July 2008 - February 2011
Skills
Finance, Investments, Retirement Planning, Securities, Asset Allocation, Leadership, Financial Analysis, Marketing, Microsoft Excel, Estate Planning, SQL, Teradata, Public Speaking, MS Project, Strategic Planning, Financial Services, Fixed Income, Risk Management, Investment Strategies, Alternative Investments, Equities, Financial Modeling, Insurance, Analysis
Education
Cornell University 2005 — 2008
B.S., Industrial and Labor Relations
Wells Fargo Advisors November 2014 - Present
Edward Jones March 2011 - November 2014
C&S Wholesale Grocers July 2008 - February 2011
Skills
Finance, Investments, Retirement Planning, Securities, Asset Allocation, Leadership, Financial Analysis, Marketing, Microsoft Excel, Estate Planning, SQL, Teradata, Public Speaking, MS Project, Strategic Planning, Financial Services, Fixed Income, Risk Management, Investment Strategies, Alternative Investments, Equities, Financial Modeling, Insurance, Analysis
Education
Cornell University 2005 — 2008
B.S., Industrial and Labor Relations
Jonathan Ruch Jonathan Ruch's Wells Fargo Advisors Experience January 2014 - Present
Job Sr. Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors, LLC March 2012 - January 2014
Hennion & Walsh June 2010 - March 2012
Education
Cornell University 2005 — 2009
Economics
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors, LLC March 2012 - January 2014
Hennion & Walsh June 2010 - March 2012
Education
Cornell University 2005 — 2009
Economics
Lloyd Loredo Lloyd Loredo's Wells Fargo Advisors Experience June 2011 - July 2011
Job Sales Manager at Loredo Truss Company
Industry Construction
Experience
Loredo Truss Company December 2013 - Present
Accenture May 2012 - November 2013
Wells Fargo Advisors June 2011 - July 2011
SACHEM, Inc June 2008 - July 2008
Skills
Financial Analysis, Business Process..., Financial Modeling, Management Consulting, Valuation, Strategy, Corporate Finance, Financial Reporting, Business Analysis, Finance, Analysis, Accounting, Financial Accounting, Microsoft Excel, Economics, Data Analysis, Management, Due Diligence
Education
Southern Methodist University - Cox School of Business 2011 — 2012
Master of Science (M.S.), Accounting
Southern Methodist University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Curtin University of Technology 2010 — 2010
Finance
St Michaels
St Michaels
Loredo Truss Company December 2013 - Present
Accenture May 2012 - November 2013
Wells Fargo Advisors June 2011 - July 2011
SACHEM, Inc June 2008 - July 2008
Skills
Financial Analysis, Business Process..., Financial Modeling, Management Consulting, Valuation, Strategy, Corporate Finance, Financial Reporting, Business Analysis, Finance, Analysis, Accounting, Financial Accounting, Microsoft Excel, Economics, Data Analysis, Management, Due Diligence
Education
Southern Methodist University - Cox School of Business 2011 — 2012
Master of Science (M.S.), Accounting
Southern Methodist University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Curtin University of Technology 2010 — 2010
Finance
St Michaels
St Michaels
Alexa Yow Alexa Yow's Wells Fargo Advisors Experience June 2014 - August 2014
Job Associate at Ridgetop Research
Industry Financial Services
Experience
Ridgetop Research June 2015 - Present
Ridgetop Research March 2015 - May 2015
Columbia University Athletics January 2014 - May 2015
Columbia University Women's Soccer August 2011 - November 2014
Wells Fargo Advisors June 2014 - August 2014
Centerplate May 2012 - August 2014
Skills
Economics, Stata, Microsoft Excel, PowerPoint, Time Management, Teamwork, Soccer, Spanish, Financial Analysis, Maya
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Science (BS), Economics
Loomis Chaffee High School 2007 — 2011
Ridgetop Research June 2015 - Present
Ridgetop Research March 2015 - May 2015
Columbia University Athletics January 2014 - May 2015
Columbia University Women's Soccer August 2011 - November 2014
Wells Fargo Advisors June 2014 - August 2014
Centerplate May 2012 - August 2014
Skills
Economics, Stata, Microsoft Excel, PowerPoint, Time Management, Teamwork, Soccer, Spanish, Financial Analysis, Maya
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Science (BS), Economics
Loomis Chaffee High School 2007 — 2011
Darryl Nobles Jr Darryl Nobles Jr's Wells Fargo Advisors Experience January 2013 - May 2013
Job Digital Sales Executive at YP Marketing Solutions
Industry Marketing and Advertising
Experience
YP Marketing Solutions June 2015 - Present
Infinity Contact January 2014 - February 2015
Infinity Contact August 2013 - February 2015
Wells Fargo Advisors January 2013 - May 2013
Quicken Loans October 2011 - August 2012
Dick's Sporting Goods June 2010 - August 2010
Faygo Beverage Company June 2009 - August 2009
Skills
Mortgage Lending, Persuasion, Refinance, Influence At All Levels, Sales Presentations, Objection Handling, Marketing, Mortgage Banking, Public Speaking, Sales Management, Overcoming Objections, Coaching, Business Coaching, Business Performance..., Team Leadership, Sales Management..., Management Consulting, Google Adwords, Online Advertising, Communication, Strategic Marketing..., Online Marketing, Microsoft Office, Sales, PowerPoint, Social Media, Microsoft Excel, Customer Service, Leadership
Education
Davenport University 2009 — 2011
Bachelors, Marketing
Detroit Country Day School 2003 — 2007
Diploma, General Studies
YP Marketing Solutions June 2015 - Present
Infinity Contact January 2014 - February 2015
Infinity Contact August 2013 - February 2015
Wells Fargo Advisors January 2013 - May 2013
Quicken Loans October 2011 - August 2012
Dick's Sporting Goods June 2010 - August 2010
Faygo Beverage Company June 2009 - August 2009
Skills
Mortgage Lending, Persuasion, Refinance, Influence At All Levels, Sales Presentations, Objection Handling, Marketing, Mortgage Banking, Public Speaking, Sales Management, Overcoming Objections, Coaching, Business Coaching, Business Performance..., Team Leadership, Sales Management..., Management Consulting, Google Adwords, Online Advertising, Communication, Strategic Marketing..., Online Marketing, Microsoft Office, Sales, PowerPoint, Social Media, Microsoft Excel, Customer Service, Leadership
Education
Davenport University 2009 — 2011
Bachelors, Marketing
Detroit Country Day School 2003 — 2007
Diploma, General Studies
Dorian R. Hansen Dorian R. Hansen's Wells Fargo Advisors Experience 2012 - 2013
Job STRATEGIC BUSINESS EXECUTIVE: Product Development/Marketing/Pricing/Channel | Proven results: Client/Sales/Profit Growth
Industry Financial Services
Experience
Edward Jones 2013 - Present
Wells Fargo Advisors 2012 - 2013
Wells Fargo Advisors 2007 - 2012
MetLife (Institutional Business) 2004 - 2006
MetLife (Financial Services) 2001 - 2004
MetLife (Financial Services) 1996 - 2001
MetLife (Financial Services) 1994 - 1996
MetLife (Financial Services) 1990 - 1994
Prudential-Bache Metal Company 1987 - 1989
Mocatta Metals Corporation 1982 - 1987
Skills
Investments, Series 7, Securities, Banking, Wealth Management, Series 63, Portfolio Management, Asset Based Lending, Series 24, Recruiting, Retail Banking, Multi-channel Retail, Brokerage, Insurance, Commodity, Precious Metals, Risk Management, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Banking, Business Strategy, Strategic Planning, Marketing Strategy, Strategic Partnerships, Cross Selling, Cross-functional Team..., Critical Thinking, Critical Illness, Life Insurance, Product Development, Product Management, Product Marketing, Home Equity Lines of..., Credit Cards, Private Banking, Finance, Business Development, Financial Advisory, Strategy, Mutual Funds, Financial Analysis, Loans, Leadership, Fixed Annuities, Investment Advisory, Credit, Retirement Planning, Asset Allocation, Financial Services
Education
Columbia University - Columbia Business School
MBA, Management
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Business Administration and Management, General
Edward Jones 2013 - Present
Wells Fargo Advisors 2012 - 2013
Wells Fargo Advisors 2007 - 2012
MetLife (Institutional Business) 2004 - 2006
MetLife (Financial Services) 2001 - 2004
MetLife (Financial Services) 1996 - 2001
MetLife (Financial Services) 1994 - 1996
MetLife (Financial Services) 1990 - 1994
Prudential-Bache Metal Company 1987 - 1989
Mocatta Metals Corporation 1982 - 1987
Skills
Investments, Series 7, Securities, Banking, Wealth Management, Series 63, Portfolio Management, Asset Based Lending, Series 24, Recruiting, Retail Banking, Multi-channel Retail, Brokerage, Insurance, Commodity, Precious Metals, Risk Management, Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Banking, Business Strategy, Strategic Planning, Marketing Strategy, Strategic Partnerships, Cross Selling, Cross-functional Team..., Critical Thinking, Critical Illness, Life Insurance, Product Development, Product Management, Product Marketing, Home Equity Lines of..., Credit Cards, Private Banking, Finance, Business Development, Financial Advisory, Strategy, Mutual Funds, Financial Analysis, Loans, Leadership, Fixed Annuities, Investment Advisory, Credit, Retirement Planning, Asset Allocation, Financial Services
Education
Columbia University - Columbia Business School
MBA, Management
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Business Administration and Management, General
Chuck Veys Chuck Veys's Wells Fargo Advisors Experience May 1990 - October 2001
Job Vice President, First National Wealth Management at First National Bank of Omaha
Industry Banking
Experience
First National Bank of Omaha March 2007 - Present
Great Western Bank November 2001 - February 2007
Wells Fargo Advisors May 1990 - October 2001
Skills
Wealth Management..., Retirement Planning, Personal Financial...
Education
Creighton University
BSBA, Industrial Relations, Economics
First National Bank of Omaha March 2007 - Present
Great Western Bank November 2001 - February 2007
Wells Fargo Advisors May 1990 - October 2001
Skills
Wealth Management..., Retirement Planning, Personal Financial...
Education
Creighton University
BSBA, Industrial Relations, Economics
Michael Bruenger Sr Michael Bruenger Sr's Wells Fargo Advisors Experience August 2009 - Present
Job Technology Manager, VP at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors August 2009 - Present
Wachovia Securities August 2004 - August 2009
Application Design Group November 1998 - August 2004
Skills
System Testing, Testing, SDLC, Process Improvement, Performance Tuning, Visio, Integration, Performance Testing, Software Development, Software Documentation, Quality Assurance, Disaster Recovery, Enterprise Software, SharePoint
Education
AECP 1998 — 2000
MCSE Training
Community College of the Air Force 1980 — 1985
English, Math, Turbine Systems, Basic Electronics, Hydraulic Systems
Wells Fargo Advisors August 2009 - Present
Wachovia Securities August 2004 - August 2009
Application Design Group November 1998 - August 2004
Skills
System Testing, Testing, SDLC, Process Improvement, Performance Tuning, Visio, Integration, Performance Testing, Software Development, Software Documentation, Quality Assurance, Disaster Recovery, Enterprise Software, SharePoint
Education
AECP 1998 — 2000
MCSE Training
Community College of the Air Force 1980 — 1985
English, Math, Turbine Systems, Basic Electronics, Hydraulic Systems
John Luisi John Luisi's Wells Fargo Advisors Experience April 2015 - Present
Job Head Trader
Industry Capital Markets
Experience
Wells Fargo Advisors April 2015 - Present
The GL Group January 2012 - December 2014
330 Capital Mgmt/Agile Trading 2010 - 2012
Merc Partners LLC 2009 - 2010
First New York Securities LLC 2008 - 2009
Natixis Bleichroeder Inc. 2000 - 2008
Chase Manhattan Bank 1998 - 1999
Skills
Equity Trading, Equities, Trading, Fixed Income, Portfolio Management, Emerging Markets, Capital Markets, Investments, Hedge Funds, Bloomberg, Valuation, Securities, Alternative Investments, Options, Electronic Trading, Financial Markets, Asset Management, Derivatives, Trading Systems
Education
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.)
Wells Fargo Advisors April 2015 - Present
The GL Group January 2012 - December 2014
330 Capital Mgmt/Agile Trading 2010 - 2012
Merc Partners LLC 2009 - 2010
First New York Securities LLC 2008 - 2009
Natixis Bleichroeder Inc. 2000 - 2008
Chase Manhattan Bank 1998 - 1999
Skills
Equity Trading, Equities, Trading, Fixed Income, Portfolio Management, Emerging Markets, Capital Markets, Investments, Hedge Funds, Bloomberg, Valuation, Securities, Alternative Investments, Options, Electronic Trading, Financial Markets, Asset Management, Derivatives, Trading Systems
Education
Dartmouth College 1994 — 1998
Bachelor of Arts (B.A.)
Daniel Eberle Daniel Eberle's Wells Fargo Advisors Experience January 2006 - Present
Job Associate Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2006 - Present
Merck September 1998 - January 2006
US Army September 1994 - September 1998
Skills
Financial Guidance and..., Portfolio Management, Retirement, Investments
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA), Finance, General
Dartmouth College 1989 — 1993
Bachelor of Arts (BA), Geological and Earth Sciences/Geosciences
Wells Fargo Advisors January 2006 - Present
Merck September 1998 - January 2006
US Army September 1994 - September 1998
Skills
Financial Guidance and..., Portfolio Management, Retirement, Investments
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA), Finance, General
Dartmouth College 1989 — 1993
Bachelor of Arts (BA), Geological and Earth Sciences/Geosciences
Amy Daniel Amy Daniel's Wells Fargo Advisors Experience June 2013 - August 2015
Job Vice President, Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Wells Fargo Advisors June 2013 - August 2015
Wells Fargo Advisors October 2010 - June 2013
Stifel Financial Corp. December 2008 - October 2010
Stifel Financial Corp. March 2007 - December 2008
Stifel Financial Corp. December 2005 - March 2007
AG Edwards June 1999 - May 2005
Skills
Compliance, Advertising, Financial Services, Options Strategies, Fixed Income Strategies, Securities, Mutual Funds, Options, Equities, Asset Allocation, Investments, Fixed Income, Series 7, Series 24, Financial Advisory, Bonds
Education
Columbia Southern University
Bachelor of Business Administration (BBA), Finance
Merrill Lynch August 2015 - Present
Wells Fargo Advisors June 2013 - August 2015
Wells Fargo Advisors October 2010 - June 2013
Stifel Financial Corp. December 2008 - October 2010
Stifel Financial Corp. March 2007 - December 2008
Stifel Financial Corp. December 2005 - March 2007
AG Edwards June 1999 - May 2005
Skills
Compliance, Advertising, Financial Services, Options Strategies, Fixed Income Strategies, Securities, Mutual Funds, Options, Equities, Asset Allocation, Investments, Fixed Income, Series 7, Series 24, Financial Advisory, Bonds
Education
Columbia Southern University
Bachelor of Business Administration (BBA), Finance
Darlene E. Straughn's Wells Fargo Advisors Experience November 2010 - July 2012
Job Client Service Manager
Industry Financial Services
Experience
The Mutual Fund Store May 2014 - Present
BNY Mellon December 2012 - May 2014
Wells Fargo Advisors November 2010 - July 2012
UBS September 2000 - November 2010
Skills
Outlook, Customer Service, Series 7, Financial Services, Insurance, Wealth Management, Account Management, Microsoft Excel, Access, Banking, Private Banking, PowerPoint, Microsoft Office, Sales, Microsoft Word, Relationship Management, Credit, Accounting, Stocks, Mutual Funds, Tender Offers, Bids, Outstanding..., Outstanding Communicator, Mediation, Bloomberg Terminal, Commercial Banking, Mortgage Lending, Retail Banking, Retirement, Cross Selling, Portfolio Management, High Net Worth..., Wealth Management..., Retirement Planning, KYC, AML, FINRA, Securities, Equities, Hedge Funds, Bloomberg, Estate Planning, Corporate Actions, OFAC, Asset Management
Education
CUNY Bronx Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Legal Studies, General
The Mutual Fund Store May 2014 - Present
BNY Mellon December 2012 - May 2014
Wells Fargo Advisors November 2010 - July 2012
UBS September 2000 - November 2010
Skills
Outlook, Customer Service, Series 7, Financial Services, Insurance, Wealth Management, Account Management, Microsoft Excel, Access, Banking, Private Banking, PowerPoint, Microsoft Office, Sales, Microsoft Word, Relationship Management, Credit, Accounting, Stocks, Mutual Funds, Tender Offers, Bids, Outstanding..., Outstanding Communicator, Mediation, Bloomberg Terminal, Commercial Banking, Mortgage Lending, Retail Banking, Retirement, Cross Selling, Portfolio Management, High Net Worth..., Wealth Management..., Retirement Planning, KYC, AML, FINRA, Securities, Equities, Hedge Funds, Bloomberg, Estate Planning, Corporate Actions, OFAC, Asset Management
Education
CUNY Bronx Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Legal Studies, General
Daniel Erskine Daniel Erskine's Wells Fargo Advisors Experience May 2009 - Present
Job Senior UNIX System Administrator at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors May 2009 - Present
Wachovia Securities February 2008 - May 2009
A.G. Edwards & Sons, Inc. October 2004 - February 2008
A.G. Edwards & Sons October 2000 - October 2004
Union Pacific Railroad July 1999 - September 2000
Edward Jones June 1996 - January 1999
US Transportation Command June 1991 - April 1996
Skills
Hardware, HP-UX, Unix, Unix Shell Scripting, SAN, Disaster Recovery, System Administration, BMC Remedy, DNS, Mainframe, Shell Scripting, Servers, SDLC, Linux, Networking, Troubleshooting, Operating Systems, Red Hat Linux, Data Center, Solaris, Customer Service, Root Cause Analysis, Technical Support, Network Security, TCP/IP, RHEL
Education
Belleville Area College 1993 — 1995
Computer Science
Community College of the Air Force 1991 — 1994
Computer Science
Jamestown Community College 1984 — 1985
Computer Science
Wells Fargo Advisors May 2009 - Present
Wachovia Securities February 2008 - May 2009
A.G. Edwards & Sons, Inc. October 2004 - February 2008
A.G. Edwards & Sons October 2000 - October 2004
Union Pacific Railroad July 1999 - September 2000
Edward Jones June 1996 - January 1999
US Transportation Command June 1991 - April 1996
Skills
Hardware, HP-UX, Unix, Unix Shell Scripting, SAN, Disaster Recovery, System Administration, BMC Remedy, DNS, Mainframe, Shell Scripting, Servers, SDLC, Linux, Networking, Troubleshooting, Operating Systems, Red Hat Linux, Data Center, Solaris, Customer Service, Root Cause Analysis, Technical Support, Network Security, TCP/IP, RHEL
Education
Belleville Area College 1993 — 1995
Computer Science
Community College of the Air Force 1991 — 1994
Computer Science
Jamestown Community College 1984 — 1985
Computer Science
Paddy Clancy's Wells Fargo Advisors Experience June 2014 - September 2014
Job Brokerage Intern at CBRE
Industry Commercial Real Estate
Experience
CBRE June 2015 - Present
Wells Fargo Advisors June 2014 - September 2014
Clancy Cabin Company 2006 - 2014
Skills
Leadership, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (BA); History
Saint Thomas Academy 2008 — 2012
High Honor Roll
CBRE June 2015 - Present
Wells Fargo Advisors June 2014 - September 2014
Clancy Cabin Company 2006 - 2014
Skills
Leadership, Customer Service, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (BA); History
Saint Thomas Academy 2008 — 2012
High Honor Roll
Nicholas Bieberdorf's Wells Fargo Advisors Experience May 2015 - August 2015
Job Social Media Director at Rural Electric
Industry Construction
Experience
Wells Fargo Advisors May 2015 - August 2015
Rural Electric Inc May 2014 - August 2014
Rural Electric Inc March 2013 - May 2014
Rural Electric Inc May 2012 - March 2013
Skills
Management, Photography, Contract Management, Construction Management, Customer Service, Subcontracting, Construction, Project Estimation, Contractors, Process Scheduler, Contract Negotiation, Value Engineering, Financial Accounting, Mathematics
Education
Creighton University 2013 — 2017
Bachelor's Degree, Finance and Economics, Junior
Wells Fargo Advisors May 2015 - August 2015
Rural Electric Inc May 2014 - August 2014
Rural Electric Inc March 2013 - May 2014
Rural Electric Inc May 2012 - March 2013
Skills
Management, Photography, Contract Management, Construction Management, Customer Service, Subcontracting, Construction, Project Estimation, Contractors, Process Scheduler, Contract Negotiation, Value Engineering, Financial Accounting, Mathematics
Education
Creighton University 2013 — 2017
Bachelor's Degree, Finance and Economics, Junior
Emily Liddy's Wells Fargo Advisors Experience November 2014 - Present
Job Finance Manager
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors October 2013 - November 2014
Wells Fargo Advisors July 2008 - October 2013
Macy's 2006 - 2008
Macy's Midwest March 2006 - July 2007
May Merchandising Company 2004 - 2006
Culver Stockton College 2000 - 2004
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Finance, Accounting, GAAP, Financial Accounting, Financial Statements, Outlook, Microsoft Excel, Ad Hoc Reporting, Forecasting, Budgets, Auditing, Customer Service
Education
Culver Stockton College 2000 — 2004
BS, Accounting
Wells Fargo Advisors November 2014 - Present
Wells Fargo Advisors October 2013 - November 2014
Wells Fargo Advisors July 2008 - October 2013
Macy's 2006 - 2008
Macy's Midwest March 2006 - July 2007
May Merchandising Company 2004 - 2006
Culver Stockton College 2000 - 2004
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Finance, Accounting, GAAP, Financial Accounting, Financial Statements, Outlook, Microsoft Excel, Ad Hoc Reporting, Forecasting, Budgets, Auditing, Customer Service
Education
Culver Stockton College 2000 — 2004
BS, Accounting
Jason Dickerman, CFP®'s Wells Fargo Advisors Experience July 2009 - Present
Job Regional Supervisor
Industry Financial Services
Experience
Wells Fargo Advisors July 2009 - Present
Wells Fargo Advisors February 2007 - July 2009
Stifel Nicolaus & Co. Inc September 2006 - February 2007
Century Securities Inc March 2005 - September 2006
Skills
Certified Financial..., Series 7, Series 63, Series 65, Series 24, Series 4, Series 53, Variable Annuities, Fixed Annuities, Permanent Life Insurance, Life & Health Insurance..., Estate Planning, Financial Advisory, Financial Risk, Data Analysis, Wealth Management, Strategic Financial..., Analysis, FINRA, Insurance, Investment Advisory, Investments, Mutual Funds, Securities
Education
Creighton University 2000 — 2004
Creighton University
Bachelor of Science, Business Administration; Finance
Wells Fargo Advisors July 2009 - Present
Wells Fargo Advisors February 2007 - July 2009
Stifel Nicolaus & Co. Inc September 2006 - February 2007
Century Securities Inc March 2005 - September 2006
Skills
Certified Financial..., Series 7, Series 63, Series 65, Series 24, Series 4, Series 53, Variable Annuities, Fixed Annuities, Permanent Life Insurance, Life & Health Insurance..., Estate Planning, Financial Advisory, Financial Risk, Data Analysis, Wealth Management, Strategic Financial..., Analysis, FINRA, Insurance, Investment Advisory, Investments, Mutual Funds, Securities
Education
Creighton University 2000 — 2004
Creighton University
Bachelor of Science, Business Administration; Finance
Leo Sarusal's Wells Fargo Advisors Experience May 2009 - Present
Job Performance & Load Test Engineer
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Wachovia Securities March 2008 - April 2009
A.G. Edwards Technology Group, Inc. November 2005 - February 2008
A.G. Edwards & Sons October 2003 - October 2005
A.G. Edwards September 1999 - September 2003
U.S. Air Force August 1997 - August 1999
U.S. Air Force March 1995 - August 1997
U.S. Air Force August 1990 - February 1995
U.S. Air Force November 1982 - July 1990
U.S. Air Force November 1977 - November 1982
Education
Park University
Bachelor of Science, Computer Science
Community College of the Air Force
Associate in Applied Science, Instructional Technology
University of Maryland College Park
Associate of Arts, Management
Community College of the Air Force
Associate in Applied Science, Avionics Systems Technology
Wells Fargo Advisors May 2009 - Present
Wachovia Securities March 2008 - April 2009
A.G. Edwards Technology Group, Inc. November 2005 - February 2008
A.G. Edwards & Sons October 2003 - October 2005
A.G. Edwards September 1999 - September 2003
U.S. Air Force August 1997 - August 1999
U.S. Air Force March 1995 - August 1997
U.S. Air Force August 1990 - February 1995
U.S. Air Force November 1982 - July 1990
U.S. Air Force November 1977 - November 1982
Education
Park University
Bachelor of Science, Computer Science
Community College of the Air Force
Associate in Applied Science, Instructional Technology
University of Maryland College Park
Associate of Arts, Management
Community College of the Air Force
Associate in Applied Science, Avionics Systems Technology
Cherie Ryan Buijk, RCC's Wells Fargo Advisors Experience November 2005 - Present
Job Corporate Strategy & Change Leadership
Industry Financial Services
Experience
Wells Fargo Advisors November 2005 - Present
Morgan Stanley April 1996 - November 2005
Skills
Business Development, Strategic Planning, Series 7, Investments, Financial Services, Mutual Funds, Series 63, Relationship Management, Strategy, Change Management, Management Consulting, Business Strategy, Portfolio Management, Risk Management, Sales Management, Banking, Securities, Wealth Management, Management, Leadership, Program Management, Process Improvement, Finance, Business Analysis
Education
Cornell University 1991 — 1995
Wells Fargo Advisors November 2005 - Present
Morgan Stanley April 1996 - November 2005
Skills
Business Development, Strategic Planning, Series 7, Investments, Financial Services, Mutual Funds, Series 63, Relationship Management, Strategy, Change Management, Management Consulting, Business Strategy, Portfolio Management, Risk Management, Sales Management, Banking, Securities, Wealth Management, Management, Leadership, Program Management, Process Improvement, Finance, Business Analysis
Education
Cornell University 1991 — 1995
Sally Nusbaum's Wells Fargo Advisors Experience June 2008 - Present
Job Trainer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2008 - Present
A G Edwards & Sons May 1994 - June 2008
Education
Concordia University
BA, Business Mgmt & Communication
Wells Fargo Advisors June 2008 - Present
A G Edwards & Sons May 1994 - June 2008
Education
Concordia University
BA, Business Mgmt & Communication
Emily Filsinger's Wells Fargo Advisors Experience June 2015 - Present
Job Business Initiatives Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors January 2014 - June 2015
Wells Fargo Advisors, LLC October 2010 - January 2014
Wells Fargo Advisors, LLC August 2008 - November 2010
Morgan Stanley June 2007 - August 2008
Numerof & Associates, Inc. 2004 - 2007
Education
Creighton University 1999 — 2003
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors January 2014 - June 2015
Wells Fargo Advisors, LLC October 2010 - January 2014
Wells Fargo Advisors, LLC August 2008 - November 2010
Morgan Stanley June 2007 - August 2008
Numerof & Associates, Inc. 2004 - 2007
Education
Creighton University 1999 — 2003
Al Young's Wells Fargo Advisors Experience August 2000 - April 2001
Job Division Director at Robert Half Finance & Accounting
Industry Financial Services
Experience
Robert Half Finance & Accounting March 2015 - Present
PennyMac Loan Services, LLC September 2014 - October 2014
WellPoint, Inc July 2013 - April 2014
PNC Bank 2012 - January 2013
Bank of America August 2010 - February 2011
Medical Leave December 2008 - August 2010
Countrywide Financial Corporation July 2002 - November 2008
Banc of America Securities April 2001 - June 2002
Wells Fargo Advisors August 2000 - April 2001
Skills
Banking, Fixed Income, Capital Markets, Cash Management, Risk Management, Securities, Financial Analysis, Due Diligence, Asset Management, Account Reconciliation, Microsoft Excel, Portfolio Management, MBS, Internal Controls, Accounting, Process Improvement, Bloomberg, Change Management, Microsoft Word, PowerPoint, Team Building, Organizational..., Policy, Excel, Outlook, Word, Problem Solving, Mortgage, Customer Service, Microsoft Office, Budgeting, Reconciliation, Capital Market..., Corporate Trust, Trust Operations, DTC, Fedwire, US Treasuries, LIBOR, Agency MBS, GNMA, Secondary Mortgage..., Fannie Mae, Jumbos, FHLMC, Reg Z, Treasury, Money Market, FX Operations, People Development
Education
AAA University, Woodland Hills, CA 2014 — 2014
PMP and CBAP Certifications, Project Management, Certified Business Analysis Professional, Expected completion December 2014
Cornell University
Finance
Livingstone College
Political Science
Robert Half Finance & Accounting March 2015 - Present
PennyMac Loan Services, LLC September 2014 - October 2014
WellPoint, Inc July 2013 - April 2014
PNC Bank 2012 - January 2013
Bank of America August 2010 - February 2011
Medical Leave December 2008 - August 2010
Countrywide Financial Corporation July 2002 - November 2008
Banc of America Securities April 2001 - June 2002
Wells Fargo Advisors August 2000 - April 2001
Skills
Banking, Fixed Income, Capital Markets, Cash Management, Risk Management, Securities, Financial Analysis, Due Diligence, Asset Management, Account Reconciliation, Microsoft Excel, Portfolio Management, MBS, Internal Controls, Accounting, Process Improvement, Bloomberg, Change Management, Microsoft Word, PowerPoint, Team Building, Organizational..., Policy, Excel, Outlook, Word, Problem Solving, Mortgage, Customer Service, Microsoft Office, Budgeting, Reconciliation, Capital Market..., Corporate Trust, Trust Operations, DTC, Fedwire, US Treasuries, LIBOR, Agency MBS, GNMA, Secondary Mortgage..., Fannie Mae, Jumbos, FHLMC, Reg Z, Treasury, Money Market, FX Operations, People Development
Education
AAA University, Woodland Hills, CA 2014 — 2014
PMP and CBAP Certifications, Project Management, Certified Business Analysis Professional, Expected completion December 2014
Cornell University
Finance
Livingstone College
Political Science
Tom McManus's Wells Fargo Advisors Experience 2008 - December 2009
Job Investment Strategist
Industry Financial Services
Experience
Lazard Freres & Co. April 2010 - Present
Wells Fargo Advisors 2008 - December 2009
Banc of America Securities 1999 - 2008
NatWest Markets 1997 - 1998
Morgan Stanley 1991 - 1997
Goldman Sachs 1983 - 1991
Luigi Chinetti Motors 1976 - 1981
Skills
Financial Analysis, Mergers, Risk Management, Business Strategy, Strategic Planning, Business Development, Team Building, Financial Modeling, Investment Banking, Portfolio Management, Equities, Business Planning, Hedge Funds, New Business Development, Fixed Income, Valuation, Investments, Change Management, Finance, Process Improvement, Investment Strategies, Mergers & Acquisitions, Due Diligence, Investment Management, Asset Management, Private Equity, Equity Research, Venture Capital, Asset Allocation, Capital Markets, Trading, Securities, Equity Derivatives
Education
Columbia University in the City of New York 1978 — 1981
BS, Engineering
Lazard Freres & Co. April 2010 - Present
Wells Fargo Advisors 2008 - December 2009
Banc of America Securities 1999 - 2008
NatWest Markets 1997 - 1998
Morgan Stanley 1991 - 1997
Goldman Sachs 1983 - 1991
Luigi Chinetti Motors 1976 - 1981
Skills
Financial Analysis, Mergers, Risk Management, Business Strategy, Strategic Planning, Business Development, Team Building, Financial Modeling, Investment Banking, Portfolio Management, Equities, Business Planning, Hedge Funds, New Business Development, Fixed Income, Valuation, Investments, Change Management, Finance, Process Improvement, Investment Strategies, Mergers & Acquisitions, Due Diligence, Investment Management, Asset Management, Private Equity, Equity Research, Venture Capital, Asset Allocation, Capital Markets, Trading, Securities, Equity Derivatives
Education
Columbia University in the City of New York 1978 — 1981
BS, Engineering
Richard Hoag's Wells Fargo Advisors Experience 1993 - 2013
Job Consulting Case Manager, Intern Coordinator and Spiritual Advisor at A New Entry
Industry Mental Health Care
Experience
A New Entry - serving veterans and the homeless May 2014 - Present
TherapyWorks/New Entry October 2013 - Present
HCBC Austin/Lakeline August 2013 - Present
Dallas Theological Seminary May 2012 - Present
Counseling 2013 - 2013
Hill Country Bible Church Austin 2001 - 2013
Wells Fargo Advisors 1993 - 2013
American Cancer Society July 2008 - May 2012
Victim Services 2003 - 2012
Round Rock North HCBC 2003 - 2009
Skills
Crisis Intervention, Community Outreach, Research, Training, Volunteer Management, Statistics, Psychology, Software Documentation, Project Management, CERT qualified, Crisis Counselling, Therapeutic Crisis..., Group Therapy, Trauma Therapy, Couples Counseling, Case Managment, Grief Counseling, CISM, Community Emergency...
Education
Dallas Theological Seminary 2011 — 2014
Master of Arts, Biblical Counseling, Counseling, psychotherapy, crisis intervention, 3.86
The University of Texas at Austin 2006 — 2008
BS, Psychology
A New Entry - serving veterans and the homeless May 2014 - Present
TherapyWorks/New Entry October 2013 - Present
HCBC Austin/Lakeline August 2013 - Present
Dallas Theological Seminary May 2012 - Present
Counseling 2013 - 2013
Hill Country Bible Church Austin 2001 - 2013
Wells Fargo Advisors 1993 - 2013
American Cancer Society July 2008 - May 2012
Victim Services 2003 - 2012
Round Rock North HCBC 2003 - 2009
Skills
Crisis Intervention, Community Outreach, Research, Training, Volunteer Management, Statistics, Psychology, Software Documentation, Project Management, CERT qualified, Crisis Counselling, Therapeutic Crisis..., Group Therapy, Trauma Therapy, Couples Counseling, Case Managment, Grief Counseling, CISM, Community Emergency...
Education
Dallas Theological Seminary 2011 — 2014
Master of Arts, Biblical Counseling, Counseling, psychotherapy, crisis intervention, 3.86
The University of Texas at Austin 2006 — 2008
BS, Psychology
Cassie Smith Challacombe's Wells Fargo Advisors Experience February 2012 - Present
Job Market Growth and Development Consultant
Industry Banking
Experience
Wells Fargo Advisors February 2012 - Present
Wells Fargo Bank June 2006 - March 2012
Wells Fargo Bank August 2004 - June 2006
Best Buy August 2002 - August 2004
Best Buy August 2002 - August 2004
Herbergers 1999 - 2002
Concordia University September 2001 - December 2001
American Red Cross June 2001 - August 2001
Skills
Business Planning, Outlook, Customer Service, Sales Management, Hiring, Coaching, Marketing
Education
Concordia University 1999 — 2002
Bachelor, Business Administration; Marketing
Concordia University-St. Paul 1999 — 2002
Bachlor of Arts, Business
Wells Fargo Advisors February 2012 - Present
Wells Fargo Bank June 2006 - March 2012
Wells Fargo Bank August 2004 - June 2006
Best Buy August 2002 - August 2004
Best Buy August 2002 - August 2004
Herbergers 1999 - 2002
Concordia University September 2001 - December 2001
American Red Cross June 2001 - August 2001
Skills
Business Planning, Outlook, Customer Service, Sales Management, Hiring, Coaching, Marketing
Education
Concordia University 1999 — 2002
Bachelor, Business Administration; Marketing
Concordia University-St. Paul 1999 — 2002
Bachlor of Arts, Business
Marcus N. Allen's Wells Fargo Advisors Experience December 2011 - Present
Job Regional Branch Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2011 - Present
Charles Schwab April 2011 - November 2011
Randstad November 2010 - April 2011
Merrill Lynch October 2009 - November 2010
Banc of America Investments August 2009 - October 2009
Charles Schwab January 2008 - February 2009
Countrywide Investment Services June 2006 - December 2007
brokersXpress LLC January 2006 - June 2006
Allstate November 2003 - January 2006
Charles Schwab 2000 - November 2003
Education
Community College of the US Air Force 2005 — 2005
Allied Health
Wells Fargo Advisors December 2011 - Present
Charles Schwab April 2011 - November 2011
Randstad November 2010 - April 2011
Merrill Lynch October 2009 - November 2010
Banc of America Investments August 2009 - October 2009
Charles Schwab January 2008 - February 2009
Countrywide Investment Services June 2006 - December 2007
brokersXpress LLC January 2006 - June 2006
Allstate November 2003 - January 2006
Charles Schwab 2000 - November 2003
Education
Community College of the US Air Force 2005 — 2005
Allied Health
John Tilley's Wells Fargo Advisors Experience April 2007 - December 2009
Job Data Analyst / Business Analyst at First Southwest Company
Industry Financial Services
Experience
First Southwest Company September 2011 - Present
Robert Half Technology August 2010 - September 2011
TD Ameritrade December 2009 - March 2010
Wells Fargo Advisors April 2007 - December 2009
USAA Investment Management Company January 1999 - March 2007
Skills
Vendor Management, Business Analysis, Process Improvement, Software Lifecycle, Risk Management, CRM, Banking, SDLC, Equities, Leadership, Operations Management, Team Leadership, Financial Services, Analysis, Management, Data Analysis, Securities, Access, Business Process..., Business Process
Education
Dallas Baptist University
B.A, Business Administration/MIS
First Southwest Company September 2011 - Present
Robert Half Technology August 2010 - September 2011
TD Ameritrade December 2009 - March 2010
Wells Fargo Advisors April 2007 - December 2009
USAA Investment Management Company January 1999 - March 2007
Skills
Vendor Management, Business Analysis, Process Improvement, Software Lifecycle, Risk Management, CRM, Banking, SDLC, Equities, Leadership, Operations Management, Team Leadership, Financial Services, Analysis, Management, Data Analysis, Securities, Access, Business Process..., Business Process
Education
Dallas Baptist University
B.A, Business Administration/MIS
Wendy Gildemeister's Wells Fargo Advisors Experience January 2015 - Present
Job Compliance Professional
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors 2010 - April 2014
First Clearing Correspondent Services 2008 - 2010
Ferris, Baker Watts, Inc. 1997 - 2008
E*TRADE Financial December 1995 - August 1997
First of Michigan June 1995 - November 1995
Rodman & Renshaw 1989 - 1994
Northern Trust Brokerage April 1987 - April 1989
Wayne Hummer & Co January 1984 - April 1986
Education
University of Illinois Springfield 1981 — 1982
M.A., Child Psychology
Cornell College 1977 — 1981
B.A., Psychology, Philosophy
McHenry Community High School 1973 — 1977
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors 2010 - April 2014
First Clearing Correspondent Services 2008 - 2010
Ferris, Baker Watts, Inc. 1997 - 2008
E*TRADE Financial December 1995 - August 1997
First of Michigan June 1995 - November 1995
Rodman & Renshaw 1989 - 1994
Northern Trust Brokerage April 1987 - April 1989
Wayne Hummer & Co January 1984 - April 1986
Education
University of Illinois Springfield 1981 — 1982
M.A., Child Psychology
Cornell College 1977 — 1981
B.A., Psychology, Philosophy
McHenry Community High School 1973 — 1977
Dennis Sarris's Wells Fargo Advisors Experience October 2013 - August 2014
Job Senior Instructor at Object Computing Incorporated
Industry Information Technology and Services
Experience
Object Computing Incorporated August 2015 - Present
Freelance and Independent Agile/Scrum Consultant and Coach February 2015 - Present
Daugherty Business Solutions August 2014 - February 2015
Wells Fargo Advisors October 2013 - August 2014
Independent Contractor March 2013 - June 2013
MasterCard Worldwide - Retired July 2012 - March 2013
MasterCard June 2004 - July 2012
MasterCard 2004 - 2012
Quest Software 2002 - 2004
Writers of Saint Louis January 1980 - November 2002
Skills
Credit, Cross-functional Team..., Analysis, Business Analysis, Scrum, Process Improvement, Project Planning, Testing, Six Sigma, Visio, Product Innovation, Banking, Cards, Change Management, Management, Technical Writing, Product Management, Teamwork, Requirements Analysis, Requirements Gathering, Agile Project Management, Software Documentation, Sprints, Project Management, SDLC, Leadership, CRM, Software Project..., Vendor Management, Program Management, IT Strategy, Integration, Business Intelligence, Sprint Planning, PMP, Business Requirements, Coaching, PMO, Budgets, Networking, Team Leadership, Agile Methodologies, SharePoint, ITIL, Recruiting, Business Process..., Business Process, Project Portfolio..., IT Management, Enterprise Architecture
Education
Villanova University 2012 — 2012
Certificate in Lean Six Sigma, Process Optimization
Columbia University in the City of New York
Bachelor's degree, Computer Science
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), English and History
University of the State of New York
Bachelor of Science (B.S.)
Object Computing Incorporated August 2015 - Present
Freelance and Independent Agile/Scrum Consultant and Coach February 2015 - Present
Daugherty Business Solutions August 2014 - February 2015
Wells Fargo Advisors October 2013 - August 2014
Independent Contractor March 2013 - June 2013
MasterCard Worldwide - Retired July 2012 - March 2013
MasterCard June 2004 - July 2012
MasterCard 2004 - 2012
Quest Software 2002 - 2004
Writers of Saint Louis January 1980 - November 2002
Skills
Credit, Cross-functional Team..., Analysis, Business Analysis, Scrum, Process Improvement, Project Planning, Testing, Six Sigma, Visio, Product Innovation, Banking, Cards, Change Management, Management, Technical Writing, Product Management, Teamwork, Requirements Analysis, Requirements Gathering, Agile Project Management, Software Documentation, Sprints, Project Management, SDLC, Leadership, CRM, Software Project..., Vendor Management, Program Management, IT Strategy, Integration, Business Intelligence, Sprint Planning, PMP, Business Requirements, Coaching, PMO, Budgets, Networking, Team Leadership, Agile Methodologies, SharePoint, ITIL, Recruiting, Business Process..., Business Process, Project Portfolio..., IT Management, Enterprise Architecture
Education
Villanova University 2012 — 2012
Certificate in Lean Six Sigma, Process Optimization
Columbia University in the City of New York
Bachelor's degree, Computer Science
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), English and History
University of the State of New York
Bachelor of Science (B.S.)
Kerryl Johnson's Wells Fargo Advisors Experience August 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Kaplan Financial Education October 2007 - Present
Transamerica Financial Advisors, Inc. January 2013 - August 2013
WFG World Group Securities 2007 - 2012
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Fixed Income Strategies, Life Insurance, Series 6, Investments, Estate Planning, Retirement Planning, Retirement, Portfolio Management, Fixed Annuities
Education
USC 2010 — 2012
Masters of Arts, Education
Cornell University 1984 — 1989
Bachelor of Science, General Studies
Wells Fargo Advisors August 2013 - Present
Kaplan Financial Education October 2007 - Present
Transamerica Financial Advisors, Inc. January 2013 - August 2013
WFG World Group Securities 2007 - 2012
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Fixed Income Strategies, Life Insurance, Series 6, Investments, Estate Planning, Retirement Planning, Retirement, Portfolio Management, Fixed Annuities
Education
USC 2010 — 2012
Masters of Arts, Education
Cornell University 1984 — 1989
Bachelor of Science, General Studies
Bruce Horne's Wells Fargo Advisors Experience January 2014 - Present
Job Senior Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Bank 2006 - 2014
Wachovia Wealth Management 2004 - 2006
Charles Schwab 2003 - 2004
Wells Fargo Bank 1996 - 2003
Education
The George Washington University - School of Business 1993 — 1994
Master's Degree, Finance
Dartmouth College 1987 — 1991
Bachelor's Degree, Economics
Wells Fargo Advisors January 2014 - Present
Wells Fargo Bank 2006 - 2014
Wachovia Wealth Management 2004 - 2006
Charles Schwab 2003 - 2004
Wells Fargo Bank 1996 - 2003
Education
The George Washington University - School of Business 1993 — 1994
Master's Degree, Finance
Dartmouth College 1987 — 1991
Bachelor's Degree, Economics
Brian Mahaffey'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
Santis Investments September 2010 - August 2014
TRI Commercial September 2010 - July 2014
Marcus & Millichap June 2007 - March 2010
Smith Barney August 2007 - December 2007
Education
University of Southern California - Marshall School of Business 2005 — 2009
BS - Business Adminstration, Concentrations in Real Estate Finance, International Business. Minor in Economics of Finance & Money
Copenhagen Business School 2008 — 2008
International Business
Wells Fargo Advisors August 2014 - Present
Santis Investments September 2010 - August 2014
TRI Commercial September 2010 - July 2014
Marcus & Millichap June 2007 - March 2010
Smith Barney August 2007 - December 2007
Education
University of Southern California - Marshall School of Business 2005 — 2009
BS - Business Adminstration, Concentrations in Real Estate Finance, International Business. Minor in Economics of Finance & Money
Copenhagen Business School 2008 — 2008
International Business
Kelly Waymoth's Wells Fargo Advisors Experience September 2011 - Present
Job Project Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2011 - Present
Peabody Energy March 2010 - November 2010
Construction Management Group February 2008 - March 2010
Skills
Microsoft Office
Education
Columbia Southern University
Business Management - Project Management
Wells Fargo Advisors September 2011 - Present
Peabody Energy March 2010 - November 2010
Construction Management Group February 2008 - March 2010
Skills
Microsoft Office
Education
Columbia Southern University
Business Management - Project Management
August Pedersen's Wells Fargo Advisors Experience August 2005 - June 2009
Job Market Data Acquisition Analyst Sr. at Scottrade
Industry
Experience
Scottrade January 2014 - Present
Scottrade October 2011 - January 2014
Scottrade November 2010 - October 2011
Wells Fargo Advisors August 2005 - June 2009
Wells Fargo Advisors August 2001 - August 2005
Wells Fargo Advisors October 1996 - August 2001
Unicon Group Ltd. May 1984 - October 1996
Medicine Shoppe International Inc. December 1982 - May 1984
Saint Louis University October 1981 - December 1982
United States Air Force November 1975 - October 1981
Skills
Servers, Testing, Linux, COBOL, Troubleshooting, Oracle, Shell Scripting, Security, Quality Assurance, Analysis, AIX, Integration, SDLC, Technical Support, Software Documentation, Disaster Recovery, IBM AIX, Program Management, Performance Tuning, SharePoint, Visio, PERL, PowerShell
Education
Washington University in St. Louis 2002 — 2006
Masters, Information Management
Washington University in St. Louis 1982 — 1983
Bachelor, Systems and Data Processing
Community College of the Air Force 1975 — 1981
AAS, Data Processing
Scottrade January 2014 - Present
Scottrade October 2011 - January 2014
Scottrade November 2010 - October 2011
Wells Fargo Advisors August 2005 - June 2009
Wells Fargo Advisors August 2001 - August 2005
Wells Fargo Advisors October 1996 - August 2001
Unicon Group Ltd. May 1984 - October 1996
Medicine Shoppe International Inc. December 1982 - May 1984
Saint Louis University October 1981 - December 1982
United States Air Force November 1975 - October 1981
Skills
Servers, Testing, Linux, COBOL, Troubleshooting, Oracle, Shell Scripting, Security, Quality Assurance, Analysis, AIX, Integration, SDLC, Technical Support, Software Documentation, Disaster Recovery, IBM AIX, Program Management, Performance Tuning, SharePoint, Visio, PERL, PowerShell
Education
Washington University in St. Louis 2002 — 2006
Masters, Information Management
Washington University in St. Louis 1982 — 1983
Bachelor, Systems and Data Processing
Community College of the Air Force 1975 — 1981
AAS, Data Processing
Jonathon Hubbard's Wells Fargo Advisors Experience April 2014 - December 2014
Job Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
Wells Fargo Advisors April 2014 - December 2014
Wells Fargo Advisors December 2012 - April 2014
Wells Fargo March 2010 - December 2012
Wells Fargo Advisors July 2008 - March 2010
Skills
Investments, Business Development, Wealth Management, Leadership, Strategic Communications, Integrity
Education
Davidson College 2003 — 2007
Bachelors
Kappa Alpha Psi
Morgan Stanley December 2014 - Present
Wells Fargo Advisors April 2014 - December 2014
Wells Fargo Advisors December 2012 - April 2014
Wells Fargo March 2010 - December 2012
Wells Fargo Advisors July 2008 - March 2010
Skills
Investments, Business Development, Wealth Management, Leadership, Strategic Communications, Integrity
Education
Davidson College 2003 — 2007
Bachelors
Kappa Alpha Psi
Frank Frangella's Wells Fargo Advisors Experience March 2008 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2008 - Present
Wachovia Securities December 2004 - February 2008
Prudential Financial October 1986 - November 2004
Mc Laughlin,Piven,Vogel Securities Inc January 1985 - August 1986
Dun & Bradstreet May 1975 - April 1984
Dun & Bradstreet January 1973 - April 1975
Skills
Portfolio Management, Investments, Financial Markets, Equities, Retirement Planning, Bonds, Financial Services, ETFs, Finance, Securities
Education
Creighton University 1968 — 1972
BSBA, Economics
Wells Fargo Advisors March 2008 - Present
Wachovia Securities December 2004 - February 2008
Prudential Financial October 1986 - November 2004
Mc Laughlin,Piven,Vogel Securities Inc January 1985 - August 1986
Dun & Bradstreet May 1975 - April 1984
Dun & Bradstreet January 1973 - April 1975
Skills
Portfolio Management, Investments, Financial Markets, Equities, Retirement Planning, Bonds, Financial Services, ETFs, Finance, Securities
Education
Creighton University 1968 — 1972
BSBA, Economics
Ava Turner's Wells Fargo Advisors Experience April 2015 - Present
Job Operational Risk Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Education
Valdosta State University 2011 — 2012
Master of Accountancy
Valdosta State University 2009 — 2011
Bachelor of Business Administration
Community College of the Air Force 2005 — 2007
Associate of Applied Science
Wells Fargo Advisors April 2015 - Present
Education
Valdosta State University 2011 — 2012
Master of Accountancy
Valdosta State University 2009 — 2011
Bachelor of Business Administration
Community College of the Air Force 2005 — 2007
Associate of Applied Science
Courtney Delaney's Wells Fargo Advisors Experience April 2011 - Present
Job Compliance Consultant and Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Stifel Nicolaus June 2008 - April 2011
Century Securities Associates, Inc. June 2003 - June 2008
Skills
Advertising Review, Microsoft Office, Training, Compliance Regulations, Compliance Support, Writing
Education
Columbia Southern University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Columbia Southern University 2010 — 2012
Bachelor of Business Administration Management (B.B.A.), Business
Wells Fargo Advisors April 2011 - Present
Stifel Nicolaus June 2008 - April 2011
Century Securities Associates, Inc. June 2003 - June 2008
Skills
Advertising Review, Microsoft Office, Training, Compliance Regulations, Compliance Support, Writing
Education
Columbia Southern University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Columbia Southern University 2010 — 2012
Bachelor of Business Administration Management (B.B.A.), Business
Meg Buttrick's Wells Fargo Advisors Experience February 2010 - August 2010
Job Handson Retail Manager
Industry Retail
Experience
KOI BOUTIQUE March 2012 - January 2013
ANN TAYLOR, INC October 2011 - March 2012
95.5 WPLJ July 2011 - October 2011
Wells Fargo Advisors February 2010 - August 2010
Wells Fargo Advisors January 2010 - July 2010
Wells Fargo Advisors January 2010 - July 2010
Choder Associates July 2009 - July 2009
Skills
Excel, Audacity, Word
Education
County College of Morris
Associate of Communications and Liberal Arts Degree
Westfield High School
KOI BOUTIQUE March 2012 - January 2013
ANN TAYLOR, INC October 2011 - March 2012
95.5 WPLJ July 2011 - October 2011
Wells Fargo Advisors February 2010 - August 2010
Wells Fargo Advisors January 2010 - July 2010
Wells Fargo Advisors January 2010 - July 2010
Choder Associates July 2009 - July 2009
Skills
Excel, Audacity, Word
Education
County College of Morris
Associate of Communications and Liberal Arts Degree
Westfield High School
Bettina Tran's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo September 2009 - December 2014
Wells Fargo September 2006 - August 2009
Milestone Orthodontics October 2001 - December 2005
BMO Harris Bank June 1994 - September 2001
Skills
Loans, Credit, Series 7, Commercial Lending, Small Business Lending, Banking, Mortgage Lending, Wealth Management, Consumer Lending, Commercial Banking, Investments, Series 63, Retirement Planning
Education
Concord University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors January 2015 - Present
Wells Fargo September 2009 - December 2014
Wells Fargo September 2006 - August 2009
Milestone Orthodontics October 2001 - December 2005
BMO Harris Bank June 1994 - September 2001
Skills
Loans, Credit, Series 7, Commercial Lending, Small Business Lending, Banking, Mortgage Lending, Wealth Management, Consumer Lending, Commercial Banking, Investments, Series 63, Retirement Planning
Education
Concord University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Daniel Hardrick's Wells Fargo Advisors Experience March 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2012 - Present
ING Financial Partners February 2008 - March 2012
Allstate January 2006 - June 2007
Education
The University of Connecticut School of Business 1991 — 1995
Master of Business Administration (MBA), Finance and Financial Management Services
Connecticut College 1986 — 1990
Bachelor's degree, Economics
Wells Fargo Advisors March 2012 - Present
ING Financial Partners February 2008 - March 2012
Allstate January 2006 - June 2007
Education
The University of Connecticut School of Business 1991 — 1995
Master of Business Administration (MBA), Finance and Financial Management Services
Connecticut College 1986 — 1990
Bachelor's degree, Economics
Gordon Burns's Wells Fargo Advisors Experience November 2009 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2009 - Present
Smith Barney August 1994 - November 2005
Nationsbank Securities September 1988 - August 1994
Skills
Certified Financial..., Portfolio Manager, Estate Planning
Education
Duke University 1961 — 1966
Bachelor of Arts (BA), Political Science and Government
Davidson College 1962 — 1962
Summer School 2 year credit, French Language and Literature
Wells Fargo Advisors November 2009 - Present
Smith Barney August 1994 - November 2005
Nationsbank Securities September 1988 - August 1994
Skills
Certified Financial..., Portfolio Manager, Estate Planning
Education
Duke University 1961 — 1966
Bachelor of Arts (BA), Political Science and Government
Davidson College 1962 — 1962
Summer School 2 year credit, French Language and Literature
Bob Kreifels's Wells Fargo Advisors Experience Financial AdvisorWells Fargo AdvisorsApril 1992 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Financial AdvisorWells Fargo AdvisorsApril 1992 - Present
Education
Creighton University 1968 — 1972
Bachelor of Science (B.S.), Biology, General
Wells Fargo Advisors Financial AdvisorWells Fargo AdvisorsApril 1992 - Present
Education
Creighton University 1968 — 1972
Bachelor of Science (B.S.), Biology, General
Cindy Rahe's Wells Fargo Advisors Experience February 1985 - April 2014
Job Financial Services Office Administrator
Industry Financial Services
Experience
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors 1985 - 2014
Wells Fargo Advisors 1985 - 2014
Skills
Investments, Financial Services, Banking, Wealth Management, Retirement Planning, Customer Service, Portfolio Management, Finance, Financial Analysis, Credit, Estate Work
Education
Community College of Rhode Island
Business Management
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors February 1985 - April 2014
Wells Fargo Advisors 1985 - 2014
Wells Fargo Advisors 1985 - 2014
Skills
Investments, Financial Services, Banking, Wealth Management, Retirement Planning, Customer Service, Portfolio Management, Finance, Financial Analysis, Credit, Estate Work
Education
Community College of Rhode Island
Business Management
Victoria Gautier's Wells Fargo Advisors Experience August 2014 - May 2015
Job Student at Florida International University College of Business
Industry Marketing and Advertising
Experience
Wells Fargo Advisors August 2014 - May 2015
Skills
Microsoft Office, Bloomberg, International Business, Marketing, Oral Communication, French, English, Spanish
Education
Florida International University - College of Business 2014 — 2016
Bachelor's degree, International Business and Marketing, 3.75 GPA
Miami Dade College 2012 — 2014
Associate of Arts (A.A.), Business Administration and Management, General, 3.75 GPA
Unidad Educativa Instituto Andes 2001 — 2011
High School, Humanities/Humanistic Studies
Columbia University in the City of New York
The Basics of Marketing, Advertising, and Public Relations.
Wells Fargo Advisors August 2014 - May 2015
Skills
Microsoft Office, Bloomberg, International Business, Marketing, Oral Communication, French, English, Spanish
Education
Florida International University - College of Business 2014 — 2016
Bachelor's degree, International Business and Marketing, 3.75 GPA
Miami Dade College 2012 — 2014
Associate of Arts (A.A.), Business Administration and Management, General, 3.75 GPA
Unidad Educativa Instituto Andes 2001 — 2011
High School, Humanities/Humanistic Studies
Columbia University in the City of New York
The Basics of Marketing, Advertising, and Public Relations.
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