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.
Wells Fargo Advisors Salaries. You can even request information on how much does Wells Fargo Advisors pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors 2007 - January 2014
RBC Dain Rauscher 2003 - 2007
Wachovia Securities 1993 - 2003
Skills
Finance, Management, Series 63, Recruiting, Financial Advisory, Sales, Marketing, Human Resources, Fixed Income, Real Estate, FINRA, Financial Planners, Certified Financial..., Trading, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Motivation, Change Management, Strategic Leadership
Education
DePaul University
Bachelor of Arts (B.A.)
Wells Fargo Advisors
Skills
Investments, Retirement Planning, Series 7, Wealth Management, Risk Management, Financial Analysis, Mutual Funds, Investment Planning, IRAs, 401k Rollovers, Estate Investment..., Asset Allocation, Securities, 529 Plans, Bonds, Annuities, Insurance
Education
University of Missouri 1979 — 1981
Master of Business Administration (M.B.A.), Finance
Denison University 1974 — 1978
Bachelor of Arts (B.A.), Political Science and Communications
United Home Loans January 2013 - Present
United Home Loans April 2001 - Present
Market Street Mortgage November 2000 - April 2001
Charter One Mortgage January 2000 - November 2000
Wells Fargo Advisors 1999 - 2000
Skills
Credit Analysis, Underwriting, Residential Mortgages, FHA, Credit, Loans, Refinance, Mortgage Banking, Government Loans, Loan Origination, First Time Home Buyers, FHA financing, Banking, Mortgage Lending, Home Equity Loans, Reverse Mortgages, Home Equity Lines of...
Education
DePaul University
BA
Wells Fargo Advisors August 2013 - Present
Anheuser-Busch February 2011 - August 2013
SUPERVALU April 2010 - February 2011
Save-A-Lot Food Stores August 2008 - April 2010
Cartoon Network April 2005 - August 2008
City of Atlanta September 2003 - March 2005
CNN December 2002 - September 2003
The Atlanta Committee for Public Education December 2001 - December 2002
Cartoon Network July 1999 - January 2001
Very Nessa'cery, Inc. January 1994 - June 1999
Skills
Event Management, Event Planning, Digital Marketing, Strategic Planning, Social Media, Public Relations
Education
The University of Texas at Austin 1996 — 1999
BS, Radio-TV-Film
Dillard University 1995 — 1996
N/A, General
Wells Fargo September 2014 - Present
Wells Fargo January 2013 - August 2014
Wells Fargo Advisors September 2011 - January 2013
ADP Corp June 2010 - August 2011
Wells Fargo Advisors August 2009 - June 2010
Goldman Sachs & Co. May 2007 - April 2009
Skills
Anti Money Laundering, Bank Secrecy Act, Microsoft Excel, Access, Business Analysis, CIP, CDD, KYC, JavaScript, AngularJS, HTML, CSS, jQuery, Banking, Fixed Income, PowerPoint, Excel, Corporate Trust, QuickBooks, Git, Github
Education
DevMountain 2014 — 2014
Web Development
University of Utah - David Eccles School of Business 2010 — 2012
MBA, Finance
St. John's College 1998 — 2003
Bachelor of Arts, Mathematics and Philosophy
White Picket Realty December 2014 - Present
P and G Homes September 2013 - November 2014
Allstate Financial May 2010 - May 2013
Wells Fargo Advisors January 2006 - January 2008
Skills
Real Estate Sales..., Health Insurance, Life Insurance, Payroll, Painting, Real Estate, Team Building, Insurance
Education
DeVry University-Texas 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Deans List
SunTrust Bank March 2014 - Present
Wells Fargo April 2013 - March 2014
Wells Fargo Advisors May 2010 - April 2013
Wells Fargo October 2009 - May 2010
Wells Fargo August 2004 - October 2009
The World Bank April 2004 - August 2004
Skills
Series 6, Series 63, Series 65, Licensed Life Insurance..., Consumer Lending, Small Business Lending, Lines Of Credit, Credit Management, Deposit Growth, Credit Cards, Credit Card Debt, Cross Selling, Volunteering, Coordinating Events, Coaching, Objection Handling, Requirements Analysis, Customer Retention, Customer Acquisition, Customer Satisfaction, Long-term Customer..., Notary Public, Variable Annuities, Life Insurance, Branch Banking, Branch Management, Banking, Fixed Annuities, Home Equity Loans, Retail Banking, Relationship Management, Loans, Credit, Deposits, IRAs, Loan Origination
Education
University of Maryland University College 2005 — 2009
Bachelors of Science, Business Administration and Management
Delhi University 2000 — 2003
Bachelors of Arts, English Language and Literature/Letters
BloomReach April 2012 - Present
Form Through Function LLC March 2012 - Present
Apple January 2012 - Present
Palo Alto Networks January 2012 - Present
24 Hour Fitness 2010 - 2011
Wells Fargo Advisors 2008 - 2010
Nationstar Mortgage 2006 - 2008
Skills
NASM CPT, NASM CES, Crossfit Gymnastics, Crossfit Level One, NESTA CPT, Yoga, Cpr Certified, Stretching, Holistic Health, Functional Training, Nutritional Counseling, Lifestyle Coaching, Group Training, Training, Strength Training, Fitness, Fitness Training, Personal Training, Nutrition, Wellness, Wellness Coaching, Sports Nutrition, Weight Training, Circuit Training, Athletics, NASM, Coaching, Corporations
Education
De Anza College
Self-employed March 1970 - Present
Saginaw, Michigan Assembly of God/Flint, MI A/G, Brideport, MI A/G March 1970 - 2013
Ajillion & Financial Staffing Specialists. February 2005 - September 2005
Encana Corporation February 2004 - September 2005
Wells Fargo Advisors March 1999 - August 2004
Accord Pubishing LTD April 1998 - October 1998
Security Life September 1990 - August 1998
Skills
Accounts Payable, Business Process..., Customer Service, Royalties, Data Coding, Copying, Reference Checking, Clinical Research, Setting up new..., Data Analysis, Medical Billing, Pastoral Counseling, Pastoral Care, Church Events, Teaching
Education
Delta College 1959 — 1961
Continuing
Saginaw Michign
High School Depolma
StoneRidge Advisors, LLC July 2015 - Present
FASTSIGNS® September 2014 - May 2015
Boulder Weekly March 2014 - August 2014
Waypoint Consulting, Inc. January 2014 - March 2014
Des Moines Radio Group May 2013 - January 2014
Wells Fargo Advisors August 2013 - November 2013
Drake University March 2011 - May 2013
KCCI News, Des Moines May 2012 - August 2012
Skills
Marketing, Teamwork, Time Management, Events Coordination, Customer Relations, Team Leadership, Facebook, Social Media, Social Networking, PowerPoint, Microsoft Office, Journalism, Leadership, Blogging, Video Editing, InDesign, Public Speaking, Final Cut Pro, Social Media Marketing, Customer Service, Digital Photography, Microsoft Word, AP Style, Video Production, Adobe, Events
Education
Drake University 2009 — 2013
Bachelor's degree, Radio/ Television Journalism Mass Communication, A
Federal Reserve Bank of Chicago May 2015 - Present
RR Donnelley August 2009 - April 2015
University of Southern California August 2008 - December 2009
Sears Holdings Corporation May 2008 - August 2008
Wells Fargo Advisors August 2006 - May 2007
AmeriCorps September 2004 - August 2006
Skills
Business Development, Sales, Budgets, Project Management, Leadership, Account Management, B2B, Marketing, Marketing Strategy, New Business Development, Cross-functional Team..., Direct Marketing, Process Improvement, Strategic Planning, Strategy
Education
DePaul University 2015 — 2017
Master of Science Business Information Techonology
University of Southern California 2006 — 2009
Bachelor's degree, Accounting
El Camino College
MetLife January 2014 - June 2014
Makemytrip September 2012 - December 2013
Analec Infotech March 2012 - September 2012
Wells Fargo Advisors April 2011 - December 2011
Hewitt Associates April 2004 - March 2011
Skills
Business Analysis, User Acceptance Testing, PeopleSoft, Quality Assurance, Vendor Management, Requirements Gathering, Management, Team Management, Human Resources, Requirements Analysis, Project Management, HRIS, Testing, Business Process..., SDLC, Yellow Belt, Fit/Gap Analysis, Regression Testing, JAD, HP Quality Center, BMC Remedy, IT Service Management, Agile Methodologies, Agile & Waterfall..., Scrum
Education
Indira Gandhi National Open University 2002 — 2005
Masters, Finance
Delhi University 1997 — 2000
Bachelor, Commerce
St. Anthony's School 1996 — 1997
High School, Science
St. Benedict's Prep School July 2013 - Present
Raritan Roundballers March 2013 - Present
Wells Fargo Advisors June 2010 - September 2012
Immaculata High School May 2012 - August 2012
Hoop Group July 2011 - July 2011
Skills
Sports Training, Basketball Coaching
Education
DeSales University 2010 — 2013
Bachelor of Science (BS), Sports Management
Immaculata high school
Immaculata high school
Trinity Pawling School
Pi Squared (Peterson Insurance & Investments) April 2014 - Present
Peterson Consulting Group, LLC February 2008 - April 2013
Wells Fargo Advisors 2012 - 2013
Peterson and Associates, LLC January 2005 - February 2008
Skills
Employee Benefits, Defined Benefit Plans, Life Insurance, Retirement Planning, Investments, 401k, IRAs, Fixed Annuities, Retirement, Long-term Care, Disability Insurance, Finance, Long Term Care Insurance, Indexed Universal Life, Mutual Funds, Series 7, Estate Planning, Term Life Insurance, Marketing, 401k Rollovers, Asset Allocation, Portfolio Management, Series 63, Series 65, Wealth Management..., Financial Analysis, Stocks, Bonds, Defined Benefit, Small Business, Team Building, Investment Planning, SEP IRAs, 401K Plans, Wealth Preservation, ETFs, Portfolio Review, SIMPLE IRAs
Education
Drury University 2010 — 2010
Business
Southeast Missouri State University 2001 — 2003
Business
TRCC 1998 — 2000
Associate of Arts (AA), Marketing
Springfield First Community Bank June 2015 - Present
Missouri State University August 2014 - Present
Lockton Companies June 2014 - August 2014
Drury University August 2010 - May 2014
American Family Insurance May 2013 - August 2013
Metropolitan National Bank May 2012 - August 2012
Wells Fargo Advisors May 2011 - August 2011
Skills
Financial Analysis, Investments, Banking, Financial Modeling, Credit, Microsoft Excel, Loans, Microsoft Office, PowerPoint, Risk Management, Leadership, Financial Reporting, Teamwork, Time Management, Microsoft Word, Public Speaking, Customer Service, Social Media
Education
Missouri State University 2014 — 2015
MBA
Drury University 2010 — 2014
Bachelor's Degree, Finance
PwC Advisory May 2014 - Present
Wells Fargo Advisors 2010 - 2014
Wells Fargo Advisors 2008 - 2010
Wachovia Securities 2007 - 2008
Merrill Lynch 2006 - 2006
Education
Duke Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), GPA: 3.6
James Madison University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Cum Laude
Wells Fargo Advisors 1989 - Present
First Wisconsin National Bank August 1983 - 1986
DuPont 1980 - 1981
Skills
Retirement Planning, 457 Rollovers, 401k Rollovers, Investment Strategies, Investment Management, Asset Allocation, Leadership Development, Financial Advisor
Education
University of Wisconsin-Madison 1981 — 1983
Master of Business Administration (MBA), Finance and Investments
Delaware State University 1977 — 1980
Bachelor of Science (B.S.), Business Administration and Management, General
Hampton University 1976 — 1977
IBM 2014 - 2015
IBM 2014 - 2015
Sandhills Publishing September 2010 - February 2014
Wells Fargo Advisors January 2010 - September 2010
Skills
Customer Service, Territory..., Territory Account..., Sales, Microsoft CRM, Management, Travel Management, Online Marketing, Online Advertising, Marketing Communications, Marketing Strategy, Marketing, Product Marketing, Finance, Microsoft Office, Email Marketing, Sales Operations, Social Media Marketing, Social Networking, Salesforce.com, Sales Management, Account Management, Cold Calling, Trade Shows, Social Media, Leadership, Selling, Advertising Sales, Public Relations, Advertising
Education
Doane College 2007 — 2009
Bachelor of Business Administration (BBA), Business Marketing
Southeast Community College 2004 — 2007
Wells Fargo Advisors April 2014 - Present
Oppenheimer & Co. January 2010 - April 2014
Oppenheimer & Co. 2010 - 2012
Smith Barney September 2008 - January 2010
Citi May 1989 - September 2008
Skills
Trading, Wealth Management, Finance, Investments, Portfolio Management, Due Diligence, Management, Equities
Education
Dowling College 1987 — 1991
Management
Wells Fargo Advisors January 2015 - Present
JET Wealth Advisors/Wells Fargo Advisors August 2013 - October 2014
Wedbush Securities January 2010 - April 2013
UBS September 2007 - March 2009
Smith Barney (now Morgan Stanley) July 2006 - September 2007
Smith Barney (now Morgan Stanley) August 1998 - July 2006
Skills
Financial Services, Relationship Management, Time Management, Estate Planning, Investments, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments, Financial Markets, Securities, Retirement Planning
Education
Diablo Valley College
Merrill Lynch November 2013 - Present
United Launch Alliance (ULA) August 2009 - January 2014
United Launch Alliance (ULA) January 2007 - January 2014
Wells Fargo Securities April 2005 - January 2007
Wells Fargo February 2001 - April 2005
Wells Fargo Advisors January 2000 - February 2001
Morgan Stanley Wealth Management October 1997 - January 2000
US Army January 1991 - December 1995
Education
University of Wisconsin
Master of Business Administration (MBA), Organizational Management & Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics
Defense Language Institute 1995 — 1996
Spanish, Spanish Language and Literature
Defense Language Institute 1991 — 1991
German, German Language and Literature, 3.8
Lansing Trade Group, LLC March 2015 - Present
Lansing Trade Group, LLC April 2013 - March 2015
Hedron, LLC April 2012 - March 2013
Commerce Bank March 2012 - March 2013
Wells Fargo Advisors September 2010 - February 2012
Skills
Financial Modeling, Credit Analysis, Comparable Analysis, Investments, Mergers & Acquisitions, Joint Ventures, Project Finance, Corporate Development, Financial Statement..., DCF Valuation, Strategic Planning, Private Equity, Agricultural Economics, Renewable Energy, Precedent Transactions
Education
Drake University
Finance
University of Kansas
Communications & Business
Liberator Medical May 2015 - Present
Oasis Outsourcing May 2013 - October 2014
Wells Fargo Advisors January 2012 - October 2012
VALIC August 2009 - March 2011
Merrill Lynch January 2007 - May 2009
Skills
Mutual Funds, Wealth Management, Investments, Retirement, Retirement Planning, Investment Strategies, Portfolio Management, Life Insurance, Variable Annuities, Employee Benefits, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Statistics, Differential Equations, Calculus, Business Analysis, Management, Payroll, HRIS, Financial Services, Financial Analysis, C++, Matlab, Banking, Call Centers, Financial Modeling
Education
Jacksonville University 2008 — 2009
MASTERS, BUSINESS ADMINISTRATION
University of Florida 2001 — 2006
BACHELOR OF SCIENCE, ECONOMICS
Suncoast High School 1997 — 2001
Duke University 1996 — 1997
Talent Identification Program
2015 Level 1 Candidate in the CFA Program
Wells Fargo Advisors April 1997 - Present
US Army October 1984 - October 1989
Education
Defense Language Institute 1985 — 1986
Modern Greek Language and Literature
Texas Wesleyan University 1983 — 1984
Bachelor of Business Administration (BBA), Economics/Finance
Hardin-Simmons University 1981 — 1982
Finance, General
Fort Worth Richland High School 1978 — 1980
Spartan Institutional Research April 2014 - Present
Dow Jones July 2013 - January 2014
Connections of New York January 2013 - June 2013
Congressman Chris Gibson August 2011 - June 2012
Wells Fargo Advisors September 2010 - January 2011
Gibson for Congress September 2010 - November 2010
Skills
Research, Microsoft Excel, Social Media, Microsoft Office, Data Analysis, PowerPoint, Non-profits, Sales, Marketing, Strategy, Marketing Strategy, Leadership, Social Media Marketing, Strategic Planning, Event Planning, Nonprofits, Recruiting, Account Management, Business Strategy, Team Building, Salesforce.com, Factiva, Business Development, New Business Development, Market Research, Social Networking, Endorsements, Strategic Partnerships, CRM, Management, Entrepreneurship, Direct Sales, Online Advertising, Contract Negotiation, Sales Process, B2B, Lead Generation, Online Marketing, Cold Calling, Competitive Analysis
Education
Duke University 2006 — 2011
B.A., History, Political Science
Shenendehowa High School 2002 — 2006
The Epiphany School of Global Studies August 2014 - Present
Rodan + Fields Dermatologists June 2014 - Present
Junior League of High Point 1998 - Present
Wesley Memorial United Methodist Church 1984 - 2014
Leslie’s House, Home for Homeless Women 2007 - 2010
Wells Fargo Advisors 2007 - 2010
Miracle League of High Point 2007 - 2010
NewBridge Bank February 2003 - June 2009
High Point Childwatch, Inc. 2002 - 2004
Rocky Mount City Schools 1983 - 1984
Skills
Community Outreach, Event Planning, Public Speaking, Customer Service, Fundraising, Microsoft Word, Nonprofits, Microsoft Excel, Strategic Planning, Teaching, Team Building, Volunteer Management, Staff Development, Public Relations, Leadership Development, Negotiation, Editing, Social Networking, Event Management
Education
University of North Carolina at Chapel Hill 1982 — 1983
Master of Education (M.Ed.), Special Education and Teaching
Duke University 1978 — 1982
Bachelor of Arts (B.A.), Elementary Education and Teaching, Cum Laude
Wells Fargo Advisors 1990 - Present
Wichita State University August 1990 - Present
Shearson, Lehman, Hutton 1977 - 1990
Shearson Lehman Brothers 1987 - 1987
Shearson Lehman Brothers 1987 - 1987
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Retirement, Asset Allocation, Customer Service, Equities, Investment Advisory, Estate Planning, Leadership, Public Speaking, Long-term Care, Risk Management, 401k Rollovers, Insurance, Investment Management
Education
Wichita State University
Denison University
The Hun School of Princeton
Wells Fargo Advisors October 2013 - Present
PDA Laboratories August 2012 - Present
Fidelity Investments June 2010 - September 2013
Barclays Capital April 2009 - May 2010
Bank of America August 1993 - March 2009
Skills
Investments, Equity Trading, Risk Management, Equities, Financial Risk, Trading, Options, Electronic Trading, Securities, Capital Markets, Prime Brokerage, Portfolio Management, Brokerage, Finance, Asset Management, Hedge Funds, Bloomberg, Financial Markets, Retirement Planning, Fixed Income
Education
Drew University 1986 — 1989
BA, Economics and Finance
Wells Fargo Advisors 2006 - Present
UBS 1997 - 2006
Robert W. Baird & Co. 1995 - 1997
Skills
Retirement Planning, Financial Advisory, Investments, Finance, Wealth, Mutual Funds, Asset Allocation, Portfolio Management
Education
DePaul University 1968 — 1972
Bachelor's degree, Accounting and Economics
US Foods March 2013 - Present
Sears Holdings Corporation February 2013 - March 2013
Reed Business Information March 2012 - December 2012
Northern Trust January 2011 - March 2012
Wells Fargo Advisors 2009 - January 2011
University of Alabama January 2009 - 2009
Computer Resource Solutions May 2008 - November 2008
Blue Cross Blue Shield September 2007 - May 2008
The Computer Merchant March 2007 - September 2007
Ciber, Inc July 2003 - March 2007
Skills
PMI, MS Project, Mainframe, ITIL, CMMI, Client/server, ERP, Lotus Notes, Software Development..., .NET, XML, Enterprise Management..., Project Management, Java, SDLC, Program Management, Agile Project Management, Process Improvement, Data Warehousing, Scrum, Earned Value Management, High Performance Teams, Cross Functional..., Retail, Investment Banking, Artificial Intelligence, Cross Functional Team..., Primavera P6, Web Analytics..., High Performance Web..., HTML, Disaster Recovery, Requirements Gathering, Testing, Software Development, Risk Management, Leadership, PMP, Oracle Enterprise..., Fortinet, Enterprise Software, Project Portfolio..., PMO, Business Process, Enterprise Architecture, Agile Methodologies, Quality Assurance, Oracle, Resource Management, Project Planning
Education
SCRUM Institute 2011 — 2011
Master Certification, SCRUM Project Management
The George Washington University 1999 — 2001
Masters Certification, Project Management
Drexel University 1963 — 1966
Electrical Engineering, Computer Science
Marple Newtown High School
LPL Financial 2012 - Present
Warburg Pincus February 2012 - April 2012
Wells Fargo Advisors 2008 - 2011
Wachovia Securities 2006 - 2008
Synovus 2003 - 2003
Education
Cambridge University
Master of Business Administration (MBA), Business Administration and Management, First Class Honours
Duke University
Bachelor of Science (BS) in Economics, Bachelor of Arts (BA) in Public Policy; Certificate in Film
The Masters Group Inc November 2014 - July 2015
Waddell & Reed October 2012 - November 2014
Take Shape for Life November 2012 - October 2014
Deere Employees Credit Union Investment and Retirement Services February 2012 - August 2012
Wells Fargo Advisors May 2006 - February 2012
Max International October 2009 - January 2012
Arbonne Independent Consultant 2006 - 2010
A.G. Edwards October 2000 - May 2006
A . G. Edwards December 1999 - October 2000
Skills
Leadership, Training, Customer Service, Public Speaking, Team Building, Social Networking, Sales, Employee Benefits, Small Business, Marketing, Coaching, Microsoft Office, Time Management, Leadership Development, Entrepreneurship, New Business Development, Customer Retention, Sales Management, Wellness, Event Planning, Negotiation, Management, Budgets, Business Development, Marketing Strategy
Education
Drake University 1991 — 1993
BSBA, Business
Drake University 1991 — 1993
Bachelor's degree, Business Administration, Management and Operations
Wells Fargo Securities November 2012 - Present
Wells Fargo Advisors June 2006 - October 2012
Jomo Kenyatta University of Agriculture and Technology October 2000 - March 2005
African Centre for Technology Studies (ACTS) March 1997 - January 1999
Skills
Customer Satisfaction, Attention To Detail, Highly Adaptable, Self Starter, Analytical Abilities, Teamwork, Able To Multi-task, Self-directed, Independent, Cross-cultural, Due Diligence, Ms Office, Hyperion, Microsoft Office, Analysis, Risk Management, Analytical Skills, Mutual Funds, Process Improvement, Recruiting, Adaptation, Data Analysis, Human Resources, Hyperion Enterprise
Education
University of St. Thomas 2012 — 2012
Mini Master of Project Management
University of Pune 1993 — 1995
Master of Personnel Management, Human Resource Management and Accounting
Devi Ahilya Vishwavidyalaya 1990 — 1993
Bachelor of Commerce, Management and Accounting
Morgan Stanley September 2014 - December 2014
North Star Resource Group April 2013 - September 2013
Wells Fargo Advisors April 2008 - January 2010
Skills
CRM, Microsoft Excel, PowerPoint, Customer Service, Leadership, Marketing, Finance, Sales, Financial Analysis, Microsoft Office, Banking, Microsoft Word, Event Planning, Management, Teamwork, Financial Services, Time Management, Research
Education
Drexel University 2012 — 2015
Bachelor of Science (BS), Business Administration and Management, General, Major GPA: 3.75 / Cumulative GPA: 3.0
Burlington County College 2009 — 2012
Associate of Science (AS), Business Administration and Management, General, Cumulative GPA: 3.1
Cherokee High School 2005 — 2009
Wells Fargo Advisors October 2006 - Present
Enterprise Rent-A-Car March 1999 - October 2005
Skills
Investments, Retirement Planning, Strategic Planning, Financial Analysis, Insurance, Leadership, Management, Estate Planning...
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
Master of Business Administration (MBA), Strategic Management
University of California, Los Angeles 1997 — 1999
MA, Latin American Studies
DePauw University 1993 — 1997
BA, Political Science
Alton High School
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
Drexel University's LeBow College of Business July 2014 - Present
Bridgeforce June 2013 - July 2014
Drexel University's LeBow College of Business June 2012 - June 2013
Sunoco September 2012 - April 2013
Drexel University's LeBow College of Business July 2009 - March 2013
Sunoco March 2011 - September 2012
American Eagle Outfitters July 2009 - February 2012
Wells Fargo Advisors March 2010 - December 2010
Philadelphia District Attorney's Office June 2006 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Event Planning, Social Media, Outlook, Access, Data Analysis, Facebook, Marketing, Leadership, Blogging, Social Media Marketing, Metrics, Pricebook, PDI, Mac OS X, Human Resources, Assisting Others, Recruiting, Social Networking, Customer Service, Interviews, Time Management, Teamwork, Analysis, Management, Strategic Planning, Financial Analysis, Higher Education
Education
Drexel University 2008 — 2013
BSBA, Marketing
University of Leeds 2011 — 2011
Study Abroad
Financial Innovations December 2011 - Present
Wells Fargo Advisors September 2010 - December 2011
Merrill Lynch 2004 - 2010
Radiant Systems 2000 - 2004
Deloitte & Touche 1996 - 1998
Arthur Andersen 1992 - 1994
Skills
Financial Analysis, Strategic Financial..., Investments, Corporate Finance, Alternative Investments, Capital Markets, Retirement Planning, Estate Planning, Tax, Financial Risk, Finance, Small Business, Risk Management, Wealth Management, Financial Advisory, Portfolio Management, Asset Management, Securities, Financial Planners, Management
Education
Emory University - Goizueta Business School 1988 — 1992
MBA, JD/MBA program
Emory University School of Law 1988 — 1992
JD, Law
Duke University 1984 — 1988
BA, Economics
Wells Fargo Advisors October 2011 - Present
Wells Fargo Advisors, LLC January 2008 - February 2012
Wachovia Securities (formerly A.G. Edwards) May 2006 - December 2007
Colliers Turley Martin Tucker May 2003 - May 2006
American Bar Association January 1999 - April 2003
Washington Speakers Bureau September 1996 - January 1999
Republican National Committee January 1995 - August 1996
John Ashcroft for US Senate May 1994 - December 1994
Skills
Talent Management, Leadership Development, Succession Planning, Curriculum Design, Organizational..., Organizational..., Performance Management, Coaching, Employee Engagement, Onboarding, Strategic Planning, Training, Leadership, Human Resources, Change Management, Team Building, Executive Coaching
Education
DePauw University 1990 — 1994
BA, English, Philosophy
Wells Fargo Advisors January 1999 - Present
Interim HealthCare of Indiana September 1986 - March 1993
Central Soya Co., Inc. September 1974 - September 1986
Skills
Retirement Planning, Investments, Retirement, Securities, Equities, 401k Rollovers, Insurance
Education
St. Francis College 1978 — 1982
Master of Business Administration (MBA), Finance
DePauw University 1970 — 1974
Bachelor of Arts (B.A.), Economics and Political Science
Meridian Management Group, LLC June 2014 - Present
Private Tutor September 2013 - June 2014
Wells Fargo Advisors June 2011 - August 2011
Drew University Office of Educational Services January 2011 - May 2011
Westwood Regional School District June 2008 - August 2008
Skills
Statistics, SPSS, Mathematics, Data Analysis, Microsoft Excel
Education
Drew University 2009 — 2013
Mathematics
New York Life Insurance Company November 2014 - Present
Wyndham Worldwide February 2010 - August 2013
Wells Fargo Advisors November 2005 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Event Planning, Social Networking
Education
Delaware State University 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
McQuaid Jesuit High School 1998 — 2000
Diploma, Business Administration and Management, General
The University of West Georgia November 2012 - Present
Wells Fargo Advisors August 2011 - October 2012
Sigman Realty, LLC 2002 - September 2011
Torque Products, Inc December 2007 - September 2010
Georgia Elite Realty 2002 - 2009
Seminole Lending, Inc 2004 - 2008
IBM 2000 - 2002
Lithonia Lighting 1998 - 2000
Skills
Budgets, Process Improvement, Insurance, Business Planning, New Business Development, Negotiation, Leadership, Project Management, Sales Management, Strategic Planning, Business Strategy, Team Building, Risk Management, Change Management, Management, Contract Negotiation, Business Analysis, Management Consulting, Sales, Financial Analysis, Finance, Analysis, Customer Service, Six Sigma, Business Development, Strategy, Training, Start-ups, Marketing, Program Management, Small Business, Entrepreneurship, Leadership Development, Coaching
Education
Kennesaw State University - Michael J. Coles College of Business 2006 — 2008
Executive MBA
University of Georgia - Terry College of Business 1996 — 1998
BBA, MIS, International Business
Dekalb Community College
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors July 2006 - September 2012
Snelling Professional Services 2005 - 2006
Round House Theatre 2004 - 2005
Duke University 2001 - 2004
Skills
Public Speaking, Securities, Strategic Planning, Financial Modeling, Financial Analysis, Investments, Series 7, Finance, Investment Advisory, Strategic Financial..., Wealth Management, Financial Advisory, Investment Strategies, Retirement Planning
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), Theatre/Theater
Gonzaga College High School 1996 — 2000
St. Jane DeChantal
Independent Real Estate Investor 2002 - Present
BB&T January 2011 - April 2013
Wells Fargo Advisors April 2013 - 2013
BB&T September 2008 - January 2011
Bank of America November 2001 - September 2008
Skills
Bilingual-Spanish, Series 7, Series 66, Loan Structuring, Insurance, Sales Management, Employee Hiring, Coaching Staff, Leadership Development, Growing Revenue, Budget Tracking, Profit & Loss Management, Banking, Private Banking, Consumer Lending, Relationship Management, Retail Banking, Building Relationships, Mortgage Lending, Budgets, Uniform Combined State..., Credit, Loans, Wealth Management, Small Business Lending, Finance, Loan Origination, Investments, Retirement Planning, Wealth Management..., Sales, Coaching
Education
DeVry University
Bachelor Degree, Technical Management concentration in sales and marketing
Montreat College
Associates Degree, Business Administration
Wells Fargo Advisors August 2013 - Present
Wells Fargo Private Bank June 2013 - June 2013
Wells Fargo Private Bank February 2013 - March 2013
Armani Exchange October 2012 - January 2013
Macy's 2007 - 2007
East Side Union High School District 2006 - 2007
Skills
Customer Service, Research, Writing, Google Docs, Editing, Data Entry, Microsoft Office, Windows 7, Mac OS, Paperwork
Education
De Anza College 2013 — 2014
Certificate of Achievement-Advanced, Paralegal Studies
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.), American Studies
UBS August 2014 - Present
Wells Fargo Advisors 2012 - August 2014
Morgan Stanley February 2000 - February 2012
Morgan Stanley July 1995 - February 2000
Lehman Brothers February 1984 - July 1995
Skills
Series 7, Asset Allocation
Education
Fairleigh Dickinson University 1990 — 1993
MBA
Fairleigh Dickinson University 1980 — 1983
B.S.
Drexel University - College of Business and Administration 1978 — 1979
Dell/Vanderbilt University Medical Center December 2014 - June 2015
Rolling Hills Hospital June 2012 - October 2014
Department of Veterans Affairs October 2011 - October 2011
Wells Fargo Advisors May 2011 - May 2011
Renal Advantage Inc. October 2009 - November 2009
Vanderbilt University Medical Center November 2008 - February 2009
En Pointe Technologies July 2008 - August 2008
Dell Inc July 2006 - February 2008
Tech Team Global, Inc October 2001 - August 2005
Skills
Active Directory, XP, Servers, Hardware, Technical Support, Laptops, Software Installation, Networking, Printers, System Deployment, Dell Computers, Integration, ITIL, Troubleshooting, Windows Server, Operating Systems, Computer Hardware, VPN, BMC Remedy, Microsoft Technologies, Windows XP
Education
Nashville State Technical Institute 1997 — 2001
A.A.S.
Dekalb Community College 1975 — 1976
A.A.
Drexel University March 2014 - September 2015
Drexel University Online September 2013 - March 2014
Drexel University September 2012 - March 2013
Magna Legal Services September 2011 - April 2012
Wells Fargo Advisors June 2011 - September 2011
Skills
Interpersonal..., Automotive, Social Media Marketing, Product Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Data Analysis
Education
Drexel University 2010 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors July 2014 - Present
Merrill Lynch September 2012 - March 2014
Wells Fargo 2007 - 2012
Wells Fargo June 2005 - December 2006
Kona Country Club August 1996 - December 2002
Skills
Retirement Planning, Investments, Securities, Asset Allocation, Portfolio Management, Finance, Mutual Funds, Life Insurance, High Net Worth..., Health Insurance, Annuity Sales, Financial Services
Education
Delhi School of Economics 1992 — 1992
Research Internship, Cultural Anthropology
UC Berkeley 1992 — 1992
Research Internship, Cultural Anthropology
Hawaii Pacific University 1988 — 1992
Bachelor of Science (BS), Liberal Arts and Sciences, General Studies and Humanities
Bank of America Merrill Lynch June 2014 - Present
JPMorgan Chase & Co. 2014 - 2014
Wells Fargo Advisors 2012 - 2014
Thomson Reuters 2008 - 2012
Skills
Financial Planning, Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Annuities
Education
Dowling College
Master of Business Administration (M.B.A.), Management, Summa Cum Laude
Fashion Institute of Technology
Bachelor of Science (B.S.), Marketing Communications
Wells Fargo Advisors July 2015 - Present
Wells Fargo June 2015 - Present
Wells Fargo December 2013 - June 2015
Wells Fargo January 2015 - May 2015
Skills
Banking, Loans, Credit, Finance, Financial Services, Portfolio Management, Retail Banking, Sales, Small Business Lending, Investments, Relationship Management, Financial Analysis, Commercial Banking, Credit Analysis
Education
De Anza College 2012 — 2016
International Business
Wells Fargo Advisors June 2015 - Present
Fairway Independent Mortgage Corporation May 2014 - August 2014
Skills
Microsoft Office, Teamwork, Leadership, Communication, Strategy
Education
Denison University 2012 — 2016
Bachelor’s Degree, Economics
Wells Fargo Advisors September 1983 - Present
Procter & Gamble 1979 - 1983
Skills
Asset Allocation, Investment Strategies, Retirement Planning, Alternative Investments, Risk Management, Wealth Management..., ETFs
Education
Duke University 1975 — 1979
BSME, Mechanical Engineering
Horace Mann
MRW Marketing and Communications April 2015 - April 2015
Washington University in St. Louis December 2013 - July 2014
Wells Fargo Advisors January 2012 - January 2013
Wells Fargo Home Mortgage October 2010 - January 2012
KBEM Radio May 1996 - January 2012
KBEM jazz 88.5 August 1994 - January 2012
Associated Press May 2008 - January 2009
Orchestra Hall November 2007 - January 2009
Godpel Today Magazine July 2005 - September 2007
Habitat for Humanity Toronto June 2002 - March 2004
Skills
Social Media, Media Relations, Corporate Communications, Public Speaking, Project Management, Strategic Communications, Crisis Communications, Interviews, Event Management, Internal Communications, Marketing Communications, Editing, Public Relations, Fundraising, Leadership, Journalism, Social Networking, Writing, Event Planning, Social Media Marketing, Press Releases, Blogging, Publications, Facebook, Copywriting, Training
Education
Lindenwood University 2013 — 2014
MA Mass Communications, Mass Communications/ Public Relations
Dillard University 1998 — 2002
Bachelor of Arts (B.A.), Mass Communications/ Public Relations, 3.6
CoastEdge Partners, LLC October 2011 - Present
Wells Fargo Advisors July 2010 - October 2011
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BS, Finance
Deerfield Academy 2005 — 2006
Torrey Pines High School 2001 — 2005
Davenport & Company LLC November 2006 - Present
Wells Fargo Advisors August 1989 - October 2006
A.G. Edwards & Sons, Inc. September 1983 - July 1989
Skills
Financial Planning, Investment Strategies, Social Security
Education
Rutgers, The State University of New Jersey-Newark 1974 — 1976
Master of Business Administration (M.B.A.), Accounting
Dickinson College 1967 — 1971
Bachelor's degree, Economics
Lower Moreland High School 1963 — 1967
High School
Wells Fargo Advisors June 2012 - May 2013
Wells Fargo Advisors, LLC October 2009 - September 2010
Wells Fargo Advisors, LLC September 2007 - June 2009
Wells Fargo Advisors, LLC February 2006 - September 2007
Skills
Asset Management, Retirement Planning, Finance, Investments, Mutual Funds, Equities, Asset Allocation, Series 7, Series 66, Portfolio Management, Financial Analysis, Securities, Financial Services, Wealth Management, 401k, IRAs, Retirement, Wealth Management..., Alternative Investments, Analysis, Business Development, Customer Service, Leadership, Management Consulting, New Business Development
Education
Ohr Somayach - Jerusalem 2010 — 2012
Talmud
DePaul University 2005 — 2009
Bachelor of Science, Finance; Sales Leadership & Marketing
Cofactor Group October 2014 - Present
Dolven Enterprises March 2014 - September 2014
Wells Fargo Advisors August 2012 - April 2014
Merrill Lynch March 2011 - August 2012
StreetStrider International July 2008 - February 2011
Skills
Investments, Credit, Asset Management, Risk Management, Sales, Retirement, Banking, 401k, Loans, Portfolio Management, Financial Advisory, Corporate Finance, Wealth Management, Credit Analysis, Asset Managment, Series 7, Strategic Financial..., Finance, Accounting, Financial Planning, Relationship Management
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Accounting, Finance, and Marketing Strategy
University of Kentucky 1995 — 1999
Bachelor of Business Administration (B.B.A.)
Johnson Level & Tool 2007 - Present
Johnson Level & Tool 2004 - 2006
Sensient Technologies Corporation 2001 - 2004
PwC 1998 - 2001
Zacks Investment Research 1995 - 1998
Wells Fargo Advisors 1994 - 1995
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Leadership, Social Media Marketing, Marketing Strategy, Information Technology, Mergers & Acquisitions, Brand Development, Microsoft Excel, Forecasting, Negotiation, Sales, Marketing Communications, Account Management, Accounting, Business Strategy, Management, Manufacturing, Marketing, New Business Development, Process Improvement, Sales Management
Education
University of Wisconsin-Madison 1988 — 1993
BBA, Marketing & Real Estate
DePaul University 1996 — 1998
MBA, Finance, 3.92
Homestead High School 1984 — 1988
The Petrizzo Group, Inc. September 2015 - Present
IMG December 2010 - July 2015
Wells Fargo Advisors October 2005 - January 2010
Skills
Event Planning, PowerPoint, Editing, Sports Marketing, Event Management, Social Media, Microsoft Office, Management, Customer Service, Sponsorship, Social Media Marketing, Social Networking, Marketing, Leadership, Sales
Education
DeVry University
Bachelor of Science (B.S.), Hospitality Administration/Management
Wells Fargo Advisors March 2015 - Present
RBC Wealth Management October 2004 - March 2015
J.B.Hanauer October 2004 - October 2009
Merrill Lynch March 2000 - October 2004
sunstate steel May 1990 - April 2000
Skills
bringing tax exempt..., managaging covered call..., Public Finance, Financial Management, Investment Strategies, save for college or..., Portfolio Management, Save, Investments, Retirement, Series 63, Estate Planning, Series 7, Fixed Annuities, Risk Management, Financial Services, Banking, Asset Managment, Asset Management, Strategy, Investment Advisory, Insurance, Financial Analysis, Small Business, Wealth Management, Finance, Management, Retirement Planning, Mutual Funds, Small Business Lending, Long-term Care, Due Diligence, Asset Allocation, Securities, Financial Risk, Life Insurance, Wealth Management..., Loans, Financial Advisory, High Net Worth..., 401k Rollovers, Financial Planners, Separately Managed..., Strategic Financial..., Bonds, Wealth Accumulation, Alternative Investments, Trust Services, Variable Annuities, Trust Management
Education
Drexel University - LeBow College of Business 1971 — 1976
BS, Mktg and Finance
Gemantown Lutheran Academy '71 1969 — 1971
baccaleaurette, Academic Curriculim
Wells Fargo Advisors October 2014 - Present
Wilton Lacrosse Association 2013 - 2015
eCamps, Inc December 2009 - October 2014
Whale Rock Capital June 2008 - September 2008
Vironex Inc May 2007 - August 2007
Morgan Stanley July 2006 - August 2006
Skills
Retirement Planning, Investments, Financial Risk, Mutual Funds, Traditional IRA, Roth IRA, Risk Management, Strategic Planning, Capital Markets, Social Media, Coaching, Social Media Marketing, Public Speaking, Sales, Leadership Development, Email Marketing, Customer Service, Program Management, Advertising, Leadership, Marketing
Education
Denison University 2004 — 2008
B.A., Economics, Geoscience
Holderness School 2000 — 2004
Wells Fargo Advisors August 2012 - Present
Morgan Stanley Smith Barney January 2010 - August 2012
Morgan Stanley Smith Barney February 2004 - January 2010
Smith Barney August 2002 - March 2004
Education
Drexel University
Thomas R. Kline School of Law
Drexel University 2007 — 2011
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP
University of West Florida 1994 — 1998
Cum Laude
De Anza College September 2011 - June 2012
Wells Fargo Advisors June 2011 - September 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Social Networking
Education
University of California, Santa Barbara 2012 — 2015
Bachelor of Arts (B.A.), Economics and Accounting
De Anza College 2010 — 2012
Wells Fargo Advisors September 2010 - Present
Morgan Stanley 1997 - 2010
Skills
Corporate Retirement..., Investment Planning, Mutual Funds, Investments, Retirement, 401k, Financial Analysis, Strategic Planning, Leadership
Education
Dean College
Associate's degree, Accounting
University of New Haven
Bachelor's degree, Accounting
North Star Visual LLC January 2012 - Present
Bellrose Coffee Service .LLC 2009 - Present
Universal Services of America November 2010 - December 2012
Scott's Restaurant & Bar January 2011 - January 2012
Wells Fargo Advisors June 2009 - November 2010
Columbia Pictures Industries July 2010 - August 2010
The Dow Chemical Company August 2008 - November 2009
The Home Depot June 2007 - August 2008
O'Reilly Auto Parts June 2006 - June 2007
Skills
Sales, Outlook, Microsoft Excel, Inventory Management, PowerPoint, Microsoft Word, Microsoft Office, Forklift Operator, Customer Satisfaction, Computer Hardware, Inventory Control, Budgets, Retail, Data Entry, Hospitality
Education
Fast Response School Of Health Care Education 2012 — 2012
Emergency Medical Technician Certificate Program, Emergency Medical Technology/Technician (EMT Paramedic), Finished top 5 students in class
Diablo Valley College 2006 — 2008
Associate of Arts (AA), General Studies, 3.5
Los Medanos College 2006 — 2008
Associate of Arts and Sciences (AAS), Fire Science/Fire-fighting, 4.0
Deer Valley High School
Deer Valley High School
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors June 2009 - July 2013
Wells Fargo Insurance Services September 2007 - June 2009
Unitrin Specialty 2002 - 2007
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Risk Management, Financial Reporting, Banking, Insurance, Accounting, Series 7, Portfolio Management, Finance, Wealth Management
Education
DePaul University
Bachelor of Science (BS), Accounting
Wells Fargo Advisors March 2014 - Present
Wells Fargo 2012 - March 2014
John Hancock Financial Network January 2011 - November 2011
Skills
Banking, Retail Banking, Loan Servicing, Home Equity, Personal Finance, Personal Banking, Personal Budgeting, Commercial Banking, Loans, Strategic Financial..., Financial Services, Finance, Personal Financial..., College Football, Golf, Basketball, Lines Of Credit, Small Business Lending, Wealth Management, Credit Analysis, Retirement Planning, Credit, Investments, Financial Analysis, Mortgage Lending, Commercial Lending, Consumer Lending, Life Insurance, Residential Mortgages, Series 63, Series 6, Insurance, Mutual Funds, Loan Origination, Refinance, Cross Selling, Home Equity Loans, Commercial Mortgages, Credit Risk, Relationship Management, Financial Advisory, Asset Based Lending, Home Equity Lines of..., Construction Loans, SBA, Private Banking, IRAs
Education
Delta State University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Northgate High School 2001 — 2005
Wells Fargo Advisors January 2013 - Present
Wells Fargo January 2012 - Present
Northwestern Mutual September 2009 - December 2011
Synteract September 2008 - March 2009
VGX Pharmaceutical September 2007 - March 2008
PSI International June 2006 - September 2006
Skills
Competitive Analysis, Research, Microsoft Office, Management, Statistics, Networking, Finance, Market Planning, Database Administration, Personal Financial..., Financial Services, Series 6, Insurance, Licensed Life & Health..., Mutual Funds, Variable Annuities, Banking, Investment Strategies, Home Equity, Series 63, CRM, Analysis, Investments, Retirement, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Excel
Education
Drexel University 2006 — 2011
Bachelor of Science, Business Administration; Finance, Biology Minor
Upper Dublin High School 2002 — 2006
Diploma
ICONMA November 2014 - Present
ICONMA July 2014 - November 2014
ICONMA October 2011 - April 2014
Wells Fargo Advisors July 2005 - September 2011
Wachovia Securities September 2002 - July 2005
Wachovia Securities January 2002 - September 2002
First Union Securities April 2000 - January 2002
EVEREN Securities September 1997 - April 2000
Skills
Business Development, Risk Management, Project Management, Operations Management, Management, Cross-functional Team..., Training, Budgets, Analysis, Integration, Sales, Project Planning, Sales Management, Security, Finance, Investments, Policy, Retail, Vendor Management, Public Speaking, Business Analysis, Process Improvement, Banking, Program Management, Change Management
Education
DePaul University 1994 — 1997
Bachelor of Arts, Communications, Psychology
Corsearch Wolters Kluwer Corporate Legal Services March 2015 - Present
Corsearch Wolters Kluwer Corporate Legal Services January 2014 - Present
Brean Murray, Carret & Co. January 2013 - December 2013
Mahler & Emerson October 2011 - December 2012
Health Guru Media June 2011 - August 2011
Giorgio Armani June 2010 - August 2010
Wells Fargo Advisors June 2009 - August 2009
A Miner Miracle June 2008 - August 2008
Skills
Excel, Economics, PowerPoint, Word, Research, Microsoft Office, Data Analysis, Outlook, Financial Analysis, Social Media, Mac, Investments, Blogging, Asset Managment, Analysis, Account Reconciliation, Retek, Retail, iPhoto, Google Adwords, Google Analytics, Web Tracking, Cost Basis Reporting, Microsoft Excel, Equity Research, Facebook, Marketing, Bloomberg
Education
Denison University 2007 — 2011
BA, Economics
University of St. Thomas
Wells Fargo Advisors August 2015 - Present
Merrill Lynch August 2003 - August 2015
Morgan Stanley September 2002 - July 2003
Summit Asset Management, S.A. January 1999 - April 2002
Garban Corporate Securities July 1996 - October 1998
Chapdelaine & Co. September 1994 - June 1996
First National Bank of Chicago May 1985 - September 1994
IBM January 1985 - May 1985
Skills
Certified Financial..., CFP, CRPC, Wealth Management, Portfolio Management, Estate Planning, Financial Planning, Emerging Markets, Asset Allocation, Private Banking, Asset Management, Retirement Planning, Investment Strategies, Alternative Investments, Fixed Income, Hedge Funds, Special Needs Trusts, Special Needs, Strategic Financial..., Finance, Equities, High Net Worth..., Commodity, Options, Investment Advisory, Securities, Series 7, Wealth Management..., Financial Advisory, Mutual Funds, ETFs, Bonds, Investment Management, Series 65, Uniform Combined State...
Education
DePaul University 1989 — 1991
MBA, Finance
Villanova University 1980 — 1984
BS, Economics
San Agustin 1966 — 1979
HSD, Sciences and Arts
DePaul Men's Rowing May 2015 - Present
TRAINology Fitness January 2015 - Present
Wells Fargo Advisors June 2015 - August 2015
Pawsitive Inc. November 2014 - January 2015
General Nutrition Centers, Inc November 2013 - August 2014
Petland May 2012 - August 2013
Education
DePaul University 2014 — 2018
Bachelor’s Degree, Finance and Economics, Junior
SixThirty Financial Technology Accelerator April 2015 - Present
Wells Fargo Advisors June 2012 - Present
First Clearing , Affiliate of Wells Fargo July 2004 - May 2012
Booz & Company August 1994 - June 2004
Skills
Risk Management, Securities, Strategic Planning, Financial Services, Investments, Business Strategy, Portfolio Management, Strategy, Finance
Education
Duke Fuqua School of Business 1992 — 1994
Master of Business Administration (M.B.A.), Corporate Finance & Marketing
Bombay University 1984 — 1989
Master of Commerce
The Institute of Chartered Accountants of India 1984 — 1988
Chartered Accountant (ACA)
Wells Fargo Advisors January 1988 - Present
Skills
Investments, Retirement Planning, Portfolio Management, Finance, Wealth Management, Mutual Funds, Financial Analysis, Asset Allocation, Financial Services, Risk Management
Education
Drexel University - College of Business and Administration
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Citigroup August 2013 - Present
Ocwen October 2011 - July 2012
Wells Fargo Advisors October 2008 - October 2011
Wachovia Securities, LLC April 2008 - September 2008
Wachovia Securities, LLC October 2006 - March 2008
Fiserv Investment Support Services July 2004 - August 2006
Bates Financial Securities, Inc. June 2003 - August 2003
Berean Capital June 2003 - June 2003
Walt Disney World January 2002 - August 2002
Skills
Excel, Access, Crystal Reports, Beta, Bloomberg Terminal, IRISWeb, General Ledger..., Account Reconciliation, SmartStation, Visual Basic, PowerPoint, Visio, C++, Linux, Pivot Tables, Vlookup, Business Requirements, Systems Conversions, Metrics, Tax Reporting, Banking, Customer Relations, Process Improvement, Customer Service, Operations Management, Microsoft Office, Securities, Investments, Microsoft Excel
Education
Webster University 2008 — 2010
Master's, Finance
Denison University 2000 — 2004
Bachelor's, Economics, Computer Science
Perkins Coie Trust Company April 2014 - Present
Wells Fargo Bank September 2011 - April 2014
Wells Fargo Advisors July 2010 - August 2011
Wells Fargo Advisors October 2009 - July 2010
Wells Fargo Advisors March 2008 - October 2009
Wells Fargo Financial April 2007 - February 2008
Wells Fargo Financial August 2004 - March 2007
Robert Half Technology August 2003 - August 2004
Skills
Relationship Management, Wealth Management, Fiduciary Services, Trust Services, Estate Administration, Trustee, Irrevocable Life..., Trusts, Fiduciary, Fixed Income, Bonds, Capital Markets, Investments, Asset Management, Strategic Financial..., Securities, Bloomberg, Trading, Series 7, Financial Planning, Series 63
Education
Cannon Financial Institute 2014 — 2016
CTFA
Drake University 1999 — 2003
BA, History / Political Science
Wells Fargo Advisors April 2009 - Present
Skills
Investments, Alternative Investments, Securities, Equities, Hedge Funds, Fixed Income, Asset Allocation, Risk Management, Financial Modeling, Mutual Funds, Private Equity, Financial Analysis, Valuation
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
United States Naval Academy 1982 — 1986
BS
Annapolis High School
High School
Standard & Poor's May 2015 - Present
HSBC Holdings April 2014 - May 2015
Monitor Deloitte June 2012 - March 2014
Wells Fargo Advisors December 2008 - June 2012
Wachovia Securities, LLC November 2003 - November 2008
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Finance and Strategy
University of South Alabama 2000 — 2003
Bachelor of Science (BS), Shelby Hall Engineering and Computing Sciences
Wells Fargo Advisors December 2004 - Present
AT&T January 1989 - November 2004
Fishers Rotary Club 1995 - 1996
Skills
Account Management, Sales Management, Sales Process, Strategic Planning, Sales, Financial Services, Enterprise Software, Entrepreneurship, Retirement Planning, Telecommunications, Securities, Domestic Partner..., Financial Advisory, Wealth Management, Management, Investments, 401k, Public Speaking, Leadership, Marketing, Strategic Financial..., Team Building, Financial Planning
Education
University of Indianapolis 1981 — 1984
MBA candidate, Business Administration
DePauw University 1975 — 1979
B.A., Sociology, English and Business
Cathedral High School 1971 — 1975
UBS October 2013 - Present
Wells Fargo Advisors March 2013 - October 2013
Travelzoo August 2012 - February 2013
Newedge May 2007 - August 2012
Wedbush Securities June 2005 - April 2007
Education
Dominican University 2008 — 2010
Master of Business Administration (M.B.A.), General Management
University of Notre Dame 2001 — 2005
Bachelor's Degree, Finance
Wells Fargo Advisors April 2015 - Present
CAPTRUST Financial Advisors 2002 - April 2015
Wachovia Securities 1998 - 2002
Interstate/Johnson Lane 1990 - 1998
Skills
401k, Alternative Investments, Mutual Funds, Investments, Retirement, Retirement Planning, Financial Advisory, Estate Planning...
Education
Duke University - The Fuqua School of Business 1977 — 1979
MBA, Business
Wake Forest University 1970 — 1972
BS, Business
Wells Fargo Advisors September 2012 - Present
Karr Barth Associates 2011 - 2012
Vanguard April 2003 - July 2011
Skills
Series 7, Mutual Funds, Investments, Trading, Series 6, Life Insurance, Securities, Equities, Strategic Financial..., Series 24, Asset Allocation, FINRA, Bloomberg, Retirement Planning, Fixed Income
Education
Drexel University - College of Business and Administration 2007 — 2009
Executive MBA, Business Administration and Management, General
Drexel University - College of Business and Administration 1988 — 1993
Executive MBA, Business Administration and Management, General
Wells Fargo Advisors September 2005 - Present
Greenbrier & Russel (now Fujitsu) May 1993 - September 2005
Greenbrier & Russel 2000 - 2000
Everen Securities 1999 - 2000
Everen Securities 1999 - 1999
Everen Securities 1998 - 1999
Everen Securities 1997 - 1998
Everen Securities 1997 - 1997
Kraft Foods 1995 - 1997
Kraft Foods 1994 - 1995
Skills
Unix, Microsoft SQL Server, DB2, SDLC, Oracle, Databases, Testing, Unix Shell Scripting, Data Warehousing, Access, ETL, Requirements Gathering, SQL, Shell Scripting, Software Documentation, Software Project..., Visual Basic, Web Applications
Education
DePaul University 1985 — 1988
B.S., Computer Science
Citizens Bank May 2012 - Present
Wells Fargo Advisors October 2011 - May 2012
Wells Fargo Bank June 2011 - May 2012
The Vanguard Group October 2010 - November 2010
Independence Planning Group November 2008 - July 2009
Fiji Mission to the United Nations May 2004 - July 2008
United Coconut Planters Bank, Philippines September 2001 - December 2003
Skills
Series 6, Series 63, PA Life Resident..., Life Insurance, Strategic Financial..., Insurance, Retirement Planning, Banking
Education
De La Salle University 1997 — 2003
Masters in Management Technology
St. Francis College 1991 — 1994
Bachelor of Science, major in Special Studies emphasis in Computer Management
Wells Fargo Advisors July 2012 - Present
Wells Fargo Advisors January 2009 - July 2012
Wachovia Securities December 2005 - January 2009
Raymond James Financial December 2003 - December 2005
PlanMember Financial Corporation December 2000 - December 2003
Banc of America Investments August 1983 - September 2000
NationsBank 1983 - 2000
Education
Duke University 1979 — 1983
A.B., Economics
Bank of America Merrill Lynch February 2015 - Present
BMO Harris Bank May 2014 - January 2015
BMO Harris Bank November 2011 - May 2014
BMO Harris Bank July 2011 - November 2011
Wells Fargo Advisors October 2009 - July 2011
Kforce September 2008 - March 2009
Skills
Financial Analysis, Equities, Finance, Financial Modeling, Asset Managment, Credit, Building Relationships, Corporate Finance, Series 7, Banking, Cold Calling, Vendor Management, Loans, Financial Services, Salesforce.com, Commercial Lending, Commercial Banking, Portfolio Management
Education
Denison University 2003 — 2007
BA, Economics
Ladue High School 1999 — 2003
Orbitz Worldwide September 2012 - Present
Wells Fargo Advisors November 2011 - October 2012
TCSL April 2007 - December 2010
TCS November 2000 - December 2010
Skills
Informatica, ETL, Business Intelligence, Requirements Analysis, SDLC
Education
Doctor Babasaheb Ambedkar Technological University 1996 — 2000
B Tech., Computer Science
NYC Department of Education January 2014 - Present
Dunkin Donuts June 2003 - October 2003
Dunkin Donuts June 2003 - October 2003
Innovative Concepts July 2002 - March 2003
Wells Fargo Advisors February 2002 - June 2002
First Union Securities December 2000 - March 2001
Skills
Computer Hardware, Windows 7, iPod, iTunes, iPad, MS Project, MS Office Suite, PowerPoint, Public Speaking, Operational Excellence, Word, Financial Accounting, Cost Accounting, Accounting, Small Business, Small Business..., Marketing Research, Marketing Plan Creation, Business Planning, New Business Development, Financial Planning, Financial Management
Education
DeVry College of New York 2008 — 2010
Bachelors, Professional Studies
DeVry University 2008 — 2010
Professional Studies, Small Business Management
New Horizons Computer Learning Centers 2003 — 2004
MCSA Program, A+, Network +
Keller Graduate School of Management
Masters, Business Administration; General Business Management
New York State Life Insurance
Life Insurance, Protecting Families
New York State Mortgage
Wells Fargo Advisors January 2010 - Present
Wachovia Securities January 2006 - December 2009
First Union National Bank February 2001 - December 2005
First Union National Bank April 1998 - February 2001
CoreStates Bank January 1996 - April 1998
Meridian Asset Management January 1990 - December 1995
Meridian Bank July 1982 - January 1990
Skills
Banking, Process Improvement, Asset Managment, Investments, Mutual Funds, Financial Services, Strategy, Leadership, Management, Credit, Business Development, Cash Management, Analysis, Finance, New Business Development, Business Process, Executive Management, Training, Risk Management, Securities, Relationship Management, Asset Management
Education
Dickinson College 1977 — 1981
Bachelor of Arts (BA), anthropology, biology
Wells Fargo Advisors November 2010 - Present
Education
DePaul University 1985 — 1988
Bachelors, Business, Finance, Economics
Wells Fargo Advisors January 2010 - Present
Skills
Access, Credit, Financial Analysis, Banking, Compliance, Excel, Outlook, Analysis, Payroll, Microsoft Excel
Education
DeVry University 2012 — 2015
Bachelor's of Science
Strayer University 2007 — 2010
AAIS
Interboro Institute 1983 — 1985
Associate
Brookstone College of Business
Certificate
H&R Block
University of North Carolina at Charlotte
Wells Fargo Advisors February 2013 - Present
WFA, LLC February 2000 - February 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Banking, Project Management, Management, Strategic Planning, Risk Management
Education
De Anza College 1987 — 1990
MHS 1983 — 1985
Wells Fargo Advisors March 2008 - Present
Wells Fargo Investments March 2008 - Present
Monsanto 1999 - 2007
Kraft Foods 1988 - 1993
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Forecasting, Finance, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Financial Audits, Financial Planning, Strategy
Education
Lindenwood University 1987 — 1989
MBA, Business Admin/Accounting
Drury University 1984 — 1987
BA, Business Admin/Economics
St. Dominic
Wells Fargo Advisors March 2014 - Present
First Clearing , Affiliate of Wells Fargo April 2013 - March 2014
Wells Fargo Advisors January 2008 - April 2013
Wells Fargo Advisors March 2006 - January 2008
AIG January 2004 - March 2006
Skills
Banking, Credit, Loans, Mortgage Lending, Portfolio Management, Investments, Credit Analysis, Financial Analysis, Sales, Financial Services, Risk Management, Customer Service
Education
Denison University 2001 — 2005
Bachelors of Science, Economics
Sewickley Academy 1998 — 2001
Wells Fargo Advisors April 2012 - September 2013
Wells Fargo Advisors November 2009 - March 2012
Wachovia, A Wells Fargo Company December 2005 - April 2009
Creative Coaching and Associates December 2005 - April 2009
Wachovia Securities, LLC May 2003 - November 2005
Wachovia Securities, LLC July 2000 - May 2003
Skills
Training, Performance Management, Coaching, Management
Education
Duke University 2005 — 2005
Certification, Business Coaching
Wells Fargo Advisors October 2014 - Present
BOFA August 2001 - October 2014
Alliance of Professionals and Consultants, Inc 2000 - 2001
Sykes Enterprises February 2000 - August 2000
Alliance of Professionals and Consultants, Inc. 1998 - 2000
Skills
IT Programming, COBOL, CICS, JCL, CA-7, SQL, ETL, BTEQ, FastExport, Multiload, QMF, VSAM, WebSphere MQ, Websphere, FTP, NDM, Endevor, Banking, Serena Changeman, Syncsort, TSO, ISPF, Fileaid, Abend-Aid, Maximo, DB2, Easytrieve, Microsoft Office 2007, Xpediter, IBM Mainframe, Trade Finance, Letters of Credit, OFAC, Swift Alliance, Agile Methodologies, Mainframe, Risk Management, Requirements Analysis
Education
DeVry University 1992 — 1995
Bachelor of Science (B.S.), Computer/Information Technology Administration and Management, 3.5
Gates-Chili High School 1986 — 1990
Frank Family Vineyards March 2012 - August 2012
Kosta Browne Winery September 2011 - November 2011
Wells Fargo Advisors March 2011 - June 2011
Everett Ridge Vineyards & Winery December 2009 - June 2010
Korbel Champagne Cellars August 2009 - January 2010
Ledson Winery April 2008 - April 2009
Ameriprise Financial Services, Inc. 2007 - 2007
Guidance Software 2006 - 2007
Robert Half International 2005 - 2007
Robert Half International 2005 - 2007
Education
Computer Learning Center 1999 — 1999
MBS, Micro-Computer Business Systems
Delaware State University 1994 — 1997
Business Administration
All Saints 1981 — 1987
Indian Hills High
Integrity Research Associates July 2010 - August 2010
Wells Fargo Advisors June 2010 - August 2010
Industry Next July 2009 - August 2009
Education
Duke University 2009 — 2013
B.S., Economics
The Peddie School
The Harrelson Center January 2014 - Present
Diver's Alert Network, Inc. January 2013 - Present
Anlyan&Hively Asset Management August 2009 - Present
AGI-Cayman January 2009 - Present
DAN Asia-Pacific February 2013 - July 2015
Stop Hunger Now 2012 - 2014
Wells Fargo Advisors October 1999 - August 2009
First Union Capital Markets Corp. March 1999 - October 1999
JC Bradford October 1996 - March 1999
Skills
Strategic Planning, Portfolio Management, Business Strategy, Public Speaking, Fundraising, Management Consulting, Team Building, Real Estate, Entrepreneurship, Insurance, Management, Mergers & Acquisitions, Start-ups, New Business Development, Business Development, Finance, Leadership, Marketing, Investments, Nonprofits, Event Planning
Education
Duke University School of Law 1975 — 1978
JD
Guilford College
Bachelor of Arts (B.A.)
Johnson and Johnson July 2014 - Present
PHH Corporation March 2013 - June 2014
Wells Fargo Advisors March 2011 - March 2013
Wells Fargo Advisors June 2010 - December 2010
Unisys September 2008 - March 2009
Global Fuels Pte Ltd January 2008 - March 2008
Zeus Inframanagement Pvt Ltd September 2007 - December 2007
Skills
Teamwork, Microsoft Excel, Microsoft Office, Data Analysis, Research, PowerPoint, Customer Service, Access, Project Management, Analysis, Microsoft Word
Education
Drexel University - LeBow College of Business 2005 — 2010
Bachelors of Science in Business Administration, Dual concentration in Finance and Marketing
Startup Legal, L.C. May 2015 - Present
Wuestling & James, L.C. July 2012 - May 2015
Washington University School of Law Criminal Justice Clinic January 2012 - May 2012
Wells Fargo Advisors 2011 - 2012
US Securities and Exchange Commission May 2011 - August 2011
US Attorney's Office, Eastern District of Missouri May 2010 - August 2010
US Army 2003 - 2009
Skills
Litigation, Corporate Law, Corporate Formation, Legal Research, Legal Writing, Legal Issues, Corporate Tax, Civil Litigation, Intellectual Property, Trademarks, Commercial Litigation, Nonprofits, Negotiation, Risk Management
Education
Washington University in St. Louis School of Law 2013 — 2014
L.L.M., Tax Law/Taxation
Washington University in St. Louis School of Law 2009 — 2012
JD, Cum Laude
DePaul University 2007 — 2009
BA, History, Summa Cum Laude
Wells Fargo Advisors May 2008 - Present
Citi January 2006 - May 2008
Merrill Lynch January 2003 - January 2006
NEW MEDIA CAPITAL PARTNERS - NMCP January 2000 - January 2003
EDS/A.T. Kearney Consulting March 1994 - December 1999
Price Waterhouse Management Consultants June 1989 - February 1994
Skills
Project Management, Strategic Planning, Management, Product Management, Business Strategy, Financial Analysis, Wealth Management, Investments, Risk Management, Banking, Portfolio Management, Loans, Credit, Relationship Management
Education
Duke Fuqua School of Business
Master of Business Administration (MBA), Finance
Wells Fargo Advisors September 2013 - Present
Wells Fargo August 2012 - Present
JPMorgan Chase June 2010 - November 2011
Enterprise Rent-A-Car August 2004 - May 2010
Skills
Sales Management, Microsoft Excel, Series 6, Series 63, PowerPoint, Life & Health Insurance..., Microsoft Word, Spanish-English, Series 7, Customer Satisfaction, Cold Calling, Sales, Loans, Account Management, Financial Analysis, Management, Leadership, Marketing, New Business Development, Sales Process, Customer Retention, Time Management, Credit, Salesforce.com, Customer Service, Finance, Team Building, Employee Training, Sales Presentations, Forecasting, Building Relationships, Financial Services, Budgets, Recruiting
Education
Dowling College 2001 — 2005
BS, Business Management
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Advisors, LLC. March 2014 - Present
Wells Fargo Advisors, LLC September 2011 - March 2014
Wells Fargo Advisors July 2007 - September 2011
Wells Fargo Advisors September 2006 - July 2007
Wells Fargo Advisors April 1995 - July 2007
Wells Fargo Advisors July 2005 - September 2006
Wells Fargo Advisors April 1991 - April 1995
Wells Fargo Advisors September 1988 - April 1991
LaSalle Bank June 1987 - September 1988
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1993
MBA, Finance
Indiana University Bloomington 1983 — 1987
BS, Retail Merchandising
Wells Fargo Advisors 2005 - Present
Skills
Series 7, Series 63, Investments, Fixed Income, Microsoft Office, Bloomberg, Securities
Education
Washington University in St. Louis 2010 — 2012
Master's Degree, International Relations and Affairs
Dordt College 1998 — 2012
Bachelor's Degree, Business Administration and Management, General
Wells Fargo Advisors March 2010 - Present
Wells Fargo Advisors March 2009 - September 2009
Education
Drexel University 2007 — 2010
Bachelor of Science, Finance
Wells Fargo Advisors January 2015 - Present
J.P. Morgan August 2013 - August 2014
Credit Suisse May 2012 - May 2013
Royal Bank of Canada Capital Markets, LLC July 2009 - November 2011
Morgan Joseph TriArtisan LLC October 2007 - April 2009
Barclays Capital October 2006 - September 2007
Instinet Incorporated February 2000 - April 2006
Skills
Risk Management, Compliance Management, Business Process..., Business Recovery..., Relationship Development, Budget Oversight, Project Delivery, Cost Reduction..., Influential, Cross-functional Team..., Inter-personal, Budgets, Software Documentation, Management, Change Management, Leadership, Project Management, Financial Services, Banking, Process Improvement, Social Influence
Education
Dowling College
MBA, Banking & Finance
Verizon October 2013 - Present
Decurtis Corporation November 2012 - September 2013
Wells Fargo Advisors May 2011 - July 2012
Eastern Business Software October 2010 - July 2012
Skills
SQL, SQL Server, Oracle SQL, Microsoft CRM, Windows 7, Windows XP Professional, Microsoft Office, C++, VB.NET, C#, Visual Studio, Visio, MS Project, HTML, Microsoft SQL Server
Education
DeVry University 2010 — 2012
Computer Forensics, Forensics, Computer Programming
Wells Fargo Advisors September 2005 - Present
Morgan Stanley 1999 - 2005
Skills
Public Speaking, Management, Strategic Planning, Leadership, Mutual Funds, Series 7
Education
Drew University
Drew University
Bachelors in Art, International Relations
Pre K 4 SA February 2015 - June 2015
Children's Lighthouse Learning Centers August 2014 - February 2015
Family Endeavors, Inc. August 2013 - June 2014
Wells Fargo Advisors August 2008 - June 2013
Enterprise Community Partners June 2006 - August 2008
Skills
Nonprofits, Quality Assurance, Databases, Customer Service, Public Speaking, Microsoft Office, Strategic Planning, Event Planning, Microsoft Word, Community Outreach, Leadership, Fundraising, Program Management
Education
The University of Texas at San Antonio 2013 — 2016
Master's Degree, Public Administration
DePaul University 2003 — 2007
Bachelor of Arts Degree, Sociology
Bradford & Galt February 2015 - Present
Amazon October 2014 - December 2014
MasterCard March 2014 - July 2014
TEKsystems 2012 - 2014
Wells Fargo Advisors May 2012 - November 2013
Thomson Reuters May 1996 - October 2011
IBM August 1993 - May 1996
Citigroup, Inc. March 1988 - August 1993
Motorola March 1982 - January 1988
Little Willow Antiques 1970 - 1982
Skills
Software Quality..., Client Support /..., Manual Testing, Agile, Requirements Analysis, Test Automation, User Acceptance Testing, Windows, Unix, Quality Center, Technical Training, Sales Support, Citrix, Servers, Desktops, Installation testing, Recovery and failover, Test Plans, Test Cases, JIRA, Agile Methodologies, Testing
Education
University of Missouri-Saint Louis 2004 — 2010
Various relevant computer classes
Quotron Computer Training, Marina Del Rey 1988 — 1988
Field Support, Q1000 hardware, networking and communications, etc
Four Phase Computer School, Irving, Texas 1982 — 1984
UNIX, COBOL, Assembler, Data Base Access, Word Processing
Computer Learning Center of Los Angeles 1980 — 1981
Programming in Assembler, RPG, COBOL, 4.0
University of the Pacific - McGeorge School of Law 1975 — 1975
One semester
Drake University 1973 — 1975
Bachelor's Degree, Economics and Marketing
University of California, Los Angeles 1971 — 1973
Economics
Buckley HS, Sherman Oaks 1969 — 1971
High School, 4 years of Latin
Machebeuf HS, Park Hill, Colorado 1967 — 1969
High School, Mr. Globocnik's Latin, Sister Praxedes Geometry and other similar classes
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors, LLC. January 2012 - January 2015
JJS Trading January 2001 - January 2012
The Arbitrage Group January 1998 - January 2000
Citi/ABN-AMRO January 1991 - January 1998
Skills
Wealth Management, Trading
Education
DePaul University
B/S, Finance
Bank of the West 2013 - Present
Mutual of Omaha Bank 2011 - 2013
Wells Fargo Advisors 2006 - 2011
Skills
Loans, Credit, Consumer Lending, Commercial Lending, Banking, Small Business Lending, Retail Banking, Commercial Banking, Mortgage Lending, Underwriting, Refinance, FHA, Credit Analysis, Loan Origination, Mortgage Banking, Insurance, Investments, Series 6, Series 7, Uniform Combined State..., Cross Selling, Home Equity Loans
Education
Doane College
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors Senior Vice President-InvestmentsWells Fargo Advisors, LLCSeptember 2006 - Present
Morgan Stanley Smith Barney January 2002 - September 2006
Skills
Customer Service, Investments, Financial Analysis, Finance, Portfolio Management, Real Estate, Mutual Funds, Risk Management, Credit, Series 7
Education
DePauw University 1991 — 1994
Bachelor of Arts (B.A.)
Dallas Jesuit
Wells Fargo Advisors September 2006 - Present
Skills
Corporate Actions -..., Series 7, Equities, Securities, Investments
Education
Drake University 1977 — 1981
Bachelor’s Degree, Business Administration, Management and Operations
Wells Fargo Advisors March 2011 - Present
Wells Fargo Advisors September 2010 - January 2011
Education
DeVry University 2011 — 2014
Bachelor of Business Administration (BBA), Technical
Dillard University 2001 — 2005
Bachelor of Science (B.S.), Healthcare Information Systems
Cardinal Ritter College Prep 1996 — 2001
High School Diploma, General
Forensic Recovery Services, LLC October 2011 - Present
Wells Fargo Advisors March 2007 - February 2009
Richard B. Girdler, Esq January 1999 - March 2005
Education
DePaul University College of Law 1968 — 1972
Doctor of Law (J.D.)
Villanova University 1961 — 1965
Bachelor of Science in Economics, Finance, General
Feld Entertainment 2005 - 2013
Wells Fargo Advisors September 2004 - July 2005
Citi June 2002 - September 2004
Skills
Business Requirements, Analysis, Account Reconciliation, Help Desk Support, Business Process Design, Access, Data Analysis, Data Entry, Accounting, Finance, Business Process, Auditing, Project Management, Sales, Financial Analysis
Education
Drake University 2001 — 2005
Bachelor of Science (BS), Finance and Insurance
Wells Fargo Advisors June 2013 - Present
AT&T Uverse Blue June 2013 - Present
AT&T Mobility May 2011 - January 2012
Swank Modeling & co February 2006 - April 2007
Skills
Theatre, Sound, Business Analysis, Telecommunications, Project Management, Process Improvement, Vendor Management, Financial Analysis, Management, Program Management, Analysis, Financial Modeling, SDLC, Business Intelligence, Visio
Education
De La Salle University
Wells Fargo September 2013 - March 2014
Wells Fargo Advisors June 2008 - September 2013
CitiMortgage January 2007 - June 2008
CitiMortgage, O’Fallon, MO September 2005 - December 2007
Realfast, Inc February 2004 - September 2005
Alpine Banks of Colorado August 2003 - February 2004
DPS Credit Union November 2002 - July 2003
Information Technology, Inc June 1997 - August 2002
National Bank of Commerce September 1996 - May 1997
Putnam Investor Services June 1995 - August 1995
Skills
Strategic Financial..., Financial Advisory, Financial Services, Financial Analysis, Financial Modeling, Banking, Finance
Education
Doane College 1993 — 1997
Bachelor of Arts, Business Administration; Finance and Management
Paramount Point Properties February 2015 - Present
Capital Management September 2011 - January 2015
BMO Global Asset Management August 2013 - August 2014
Scion Dental August 2012 - July 2013
Maple Leaf Management May 2010 - July 2012
adidas group May 2007 - June 2009
Wells Fargo Advisors May 2008 - January 2009
Skills
Real Estate, Real Estate Financing, Investments, Finance, Financial Analysis, Banking, Analysis, Sales, Negotiation, Strategic Financial..., Management, Budgets, Microsoft Office, Microsoft Excel, Customer Service, Credit, Leadership, Project Management
Education
DePaul University 2004 — 2009
Finance
Wells Fargo Advisors May 2013 - August 2013
Skills
Economics, Research, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Data Analysis, English, Teamwork, Microsoft Word, Financial Analysis, Leadership, Social Media, Management Consulting, Financial Modeling, Business Strategy, Market Research, Customer Service, Team Leadership, Stata
Education
DePauw University 2010 — 2014
Bachelor's degree, Economics
DePauw University 2010 — 2014
Bachelor's degree, Political Science and Government
Wells Fargo Advisors
Skills
Programming - .Net, VB,..., DB Access - SQL Server,...
Education
DeVry University 1984 — 1987
BS in CIS, Computer Programming
Wells Fargo Advisors February 2012 - Present
Cole Haan May 2012 - January 2013
Consumer Credit Counseling Service January 2011 - February 2012
Skills
Customer Service, Customer Satisfaction, Building Relationships, Coaching, Financial Services, Resourceful..., Customer Experience, Long-term Customer..., People Skills, Inspiring People, Time Management, Learning Quickly, High Potential
Education
Diablo Valley College 2010 — 2012
Associate's degree, Business Administration and Management, General
liberty high school 2005 — 2009
high school diploma
Dimension Data November 2011 - Present
Wells Fargo Advisors August 2010 - November 2011
Bank of America May 2010 - August 2010
First Horizon September 2009 - May 2010
Wells Fargo Advisors February 2007 - September 2009
Bank of America April 2005 - February 2007
Wells Fargo Advisors July 2003 - April 2005
ATI Allvac October 2002 - July 2003
Washington Mutual Card Services March 2001 - July 2002
Wells Fargo Advisors November 1997 - March 2001
Skills
Contact Centers, Telecommunications, Program Management, Project Management, Cisco VoIP, UCCE, Structured Cabling, Software Testing Life..., Data Center, Project Finance, Project Planning, Project Estimation, Project Portfolio..., Virtualization, Data Centre Architecture, Cross-functional Team..., Team Leadership, Technical Leadership
Education
Keller Graduate School of Management of DeVry University 1996 — 1998
Master's degree, Information Technology Project Management
Saint Xavier University 1990 — 1995
Master of Business Administration (MBA), Information Technology, 3.5
DeVry University 1988 — 1990
Bachelor of Science (BS), Telecommunications Engineering, 3.5
Santander Investment Services November 2014 - Present
Citizens Investment Services January 2014 - November 2014
Citizens Bank November 2012 - December 2013
Wells Fargo Advisors January 2011 - November 2012
Wells Fargo March 2009 - January 2011
Skills
Financial Advisory, Retirement Planning, Wealth Management..., Banking, Personal Financial..., Series 7, Series 66, Series 6, Series 63, Series 31, Licensed Life Insurance..., Variable Life, Investment Advisory
Education
Drexel University
Bachelor of Science (B.S.), Information Technology