Wells Fargo Advisors

Industry: Subsidiary

Description

Wells 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.

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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
Heather Hunt-Ruddy Heather Hunt-Ruddy Saint Louis, Missouri Details
Heather Hunt-Ruddy's Wells Fargo Advisors Experience January 2014 - Present
Job Managing Director Regional President at Wells Fargo Advisors
Industry Financial Services
Experience
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.)

Thomas Garfinkel Thomas Garfinkel Saint Louis, Missouri Details
Thomas Garfinkel's Wells Fargo Advisors Experience
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Alise Sofiakis Alise Sofiakis Greater Chicago Area Details
Alise Sofiakis's Wells Fargo Advisors Experience 1999 - 2000
Job Senior Mortgage Advisor/ Principal at United Home Loans
Industry Financial Services
Experience
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

Vanessa Foster-Cooksey Vanessa Foster-Cooksey Saint Louis, Missouri Details
Vanessa Foster-Cooksey's Wells Fargo Advisors Experience August 2013 - Present
Job Senior Vice President of Community Affairs at Wells Fargo Advisors
Industry Financial Services
Experience
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

Andrew Heidebrecht Andrew Heidebrecht Salt Lake City, Utah Details
Andrew Heidebrecht's Wells Fargo Advisors Experience September 2011 - January 2013
Job BSA/AML Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
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

Rodriguez Jay Rodriguez Jay Houston, Texas Details
Rodriguez Jay's Wells Fargo Advisors Experience January 2006 - January 2008
Job Acquisitions Agent at White Picket Realty
Industry Real Estate
Experience
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

Karan Saini Karan Saini Washington D.C. Metro Area Details
Karan Saini's Wells Fargo Advisors Experience May 2010 - April 2013
Job Branch Manager / Assistant VicePresident at SunTrust Bank
Industry Financial Services
Experience
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

Ethan Elash Ethan Elash San Francisco Bay Area Details
Ethan Elash's Wells Fargo Advisors Experience 2008 - 2010
Job Fitness, Yoga, Wellness
Industry Health, Wellness and Fitness
Experience
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

Lillian Ramirez Lillian Ramirez Tomball, Texas Details
Lillian Ramirez's Wells Fargo Advisors Experience March 1999 - August 2004
Job Executive house wife
Industry Accounting
Experience
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

Jacqueline Grewe Jacqueline Grewe Chicago, Illinois Details
Jacqueline Grewe's Wells Fargo Advisors Experience August 2013 - November 2013
Job Office Assistant at StoneRidge Advisors, LLC
Industry Public Relations and Communications
Experience
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

Aziz Ouedraogo Aziz Ouedraogo Chicago, Illinois Details
Aziz Ouedraogo's Wells Fargo Advisors Experience August 2006 - May 2007
Job Sr. Business Analyst EWS National IT
Industry Banking
Experience
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

Charu Kharbanda Charu Kharbanda Raleigh-Durham, North Carolina Area Details
Charu Kharbanda's Wells Fargo Advisors Experience April 2011 - December 2011
Job Sr. BSA @ Metlife
Industry Information Technology and Services
Experience
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

Brian Kerwin Brian Kerwin Greater New York City Area Details
Brian Kerwin's Wells Fargo Advisors Experience June 2010 - September 2012
Job Assistant Varsity Coach at St. Benedict's Prep School
Industry Sports
Experience
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

Monty Peterson Monty Peterson Springfield, Missouri Area Details
Monty Peterson's Wells Fargo Advisors Experience 2012 - 2013
Job Pi Squared (Peterson Insurance and Investments)
Industry Financial Services
Experience
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

Jon Fulp Jon Fulp Springfield, Missouri Area Details
Jon Fulp's Wells Fargo Advisors Experience May 2011 - August 2011
Job Graduate Assistant at Missouri State University
Industry Banking
Experience
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

Jeffrey McAleer Jeffrey McAleer Greater Chicago Area Details
Jeffrey McAleer's Wells Fargo Advisors Experience 2010 - 2014
Job Senior Associate at PwC Advisory
Industry Management Consulting
Experience
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

Brenda D. (Dillard) Purnell Brenda D. (Dillard) Purnell Milwaukee, Wisconsin Details
Brenda D. (Dillard) Purnell's Wells Fargo Advisors Experience 1989 - Present
Job Managing Partner, Purnell Wealth Management, LLC Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Elizabeth Graybeal Elizabeth Graybeal Lincoln, Nebraska Details
Elizabeth Graybeal's Wells Fargo Advisors Experience January 2010 - September 2010
Job Project Manager at IBM
Industry Computer Networking
Experience
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

Linda Schmitt Linda Schmitt Greater New York City Area Details
Linda Schmitt's Wells Fargo Advisors Experience April 2014 - Present
Job Senior Registered Client AssociateWells Fargo LLC
Industry Financial Services
Experience
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

Roxanne Basso Roxanne Basso San Diego, California Details
Roxanne Basso's Wells Fargo Advisors Experience January 2015 - Present
Job Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Joseph Scott, MBA, Author Joseph Scott, MBA, Author Englewood, Colorado Details
Joseph Scott, MBA, Author's Wells Fargo Advisors Experience January 2000 - February 2001
Job Portfolio AdvisorPIA: Global Wealth & Investment Management
Industry Financial Services
Experience
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

Brett Morris Brett Morris Kansas City, Missouri Area Details
Brett Morris's Wells Fargo Advisors Experience September 2010 - February 2012
Job Senior Analyst, Corporate Business Development at Lansing Trade Group, LLC
Industry Financial Services
Experience
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

Eric Ebanks, CRPC®, MBA Eric Ebanks, CRPC®, MBA Stuart, Florida Details
Eric Ebanks, CRPC®, MBA's Wells Fargo Advisors Experience January 2012 - October 2012
Job Business Analytics | Financial Modeling
Industry Medical Devices
Experience
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

Kenneth Crowder Kenneth Crowder Dallas, Texas Details
Kenneth Crowder's Wells Fargo Advisors Experience April 1997 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Dan McManamon Dan McManamon Greater New York City Area Details
Dan McManamon's Wells Fargo Advisors Experience September 2010 - January 2011
Job Institutional Sales and Marketing Associate at Spartan Research
Industry Financial Services
Experience
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

Allison Forrester Allison Forrester New Bern, North Carolina Details
Allison Forrester's Wells Fargo Advisors Experience 2007 - 2010
Job Director of Learning Services at The Epiphany School of Global Studies
Industry Education Management
Experience
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

Brian Martz, CFP®, CIMA®, ADPA® Brian Martz, CFP®, CIMA®, ADPA® Wichita, Kansas Details
Brian Martz, CFP®, CIMA®, ADPA®'s Wells Fargo Advisors Experience 1990 - Present
Job MartzWagner Financial Strategies Group of Wells Fargo Advisors
Industry Financial Services
Experience
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

James Seijas James Seijas Short Hills, New Jersey Details
James Seijas's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
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

Fred LeGrand Fred LeGrand Minneapolis, Minnesota Details
Fred LeGrand's Wells Fargo Advisors Experience 2006 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2006 - Present
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

John Whiting, MPM, CSM John Whiting, MPM, CSM Greater Chicago Area Details
John Whiting, MPM, CSM's Wells Fargo Advisors Experience 2009 - January 2011
Job Program Manager at US Foods
Industry Information Technology and Services
Experience
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

Kerry Qiu Kerry Qiu Greater San Diego Area Details
Kerry Qiu's Wells Fargo Advisors Experience 2008 - 2011
Job Vice President, Strategy at LPL Financial
Industry Financial Services
Experience
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

Charlene (Char) Austin Charlene (Char) Austin Des Moines, Iowa Area Details
Charlene (Char) Austin's Wells Fargo Advisors Experience May 2006 - February 2012
Job Career Change Opportunity
Industry Investment Management
Experience
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

Lynette Nyabuto Lynette Nyabuto Savage, Minnesota Details
Lynette Nyabuto's Wells Fargo Advisors Experience June 2006 - October 2012
Job Client Services Consultant at Wells Fargo Securities
Industry Financial Services
Experience
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

Eric Pontrello Eric Pontrello Philadelphia, Pennsylvania Details
Eric Pontrello's Wells Fargo Advisors Experience April 2008 - January 2010
Job Recent Graduate from Drexel University's LeBow College of Businsss
Industry Financial Services
Experience
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

Jason Kamler, CFP® Jason Kamler, CFP® Janesville/Beloit, Wisconsin Area Details
Jason Kamler, CFP®'s Wells Fargo Advisors Experience October 2006 - Present
Job Vice PresidentInvestments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jampa Jorkhang Jampa Jorkhang Greater Seattle Area Details
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

Kyle Norton Kyle Norton Philadelphia, Pennsylvania Details
Kyle Norton's Wells Fargo Advisors Experience March 2010 - December 2010
Job Assistant Director of Undergraduate Programs and Recruitment at Drexel University's LeBow College of Business
Industry Higher Education
Experience
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

Charles Goldberg Charles Goldberg Greater Atlanta Area Details
Charles Goldberg's Wells Fargo Advisors Experience September 2010 - December 2011
Job Financial Advisor, CPA, JD, MBA
Industry Financial Services
Experience
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

Lynn Abernathy Mulholland Lynn Abernathy Mulholland Greater St. Louis Area Details
Lynn Abernathy Mulholland's Wells Fargo Advisors Experience October 2011 - Present
Job Director, Learning and Development at Wells Fargo Advisors
Industry Professional Training & Coaching
Experience
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

Katherine S. Cavell Katherine S. Cavell Chico, California Area Details
Katherine S. Cavell's Wells Fargo Advisors Experience January 1999 - Present
Job First Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jason Meister Jason Meister Township Of Washington, New Jersey Details
Jason Meister's Wells Fargo Advisors Experience June 2011 - August 2011
Job Statistical Analyst at Meridian Management Group, LLC
Industry
Experience
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

Marcus Thornton Marcus Thornton Washington D.C. Metro Area Details
Marcus Thornton's Wells Fargo Advisors Experience November 2005 - December 2007
Job Providing Individuals and Families with the Best Financial Resources for their immediate and future expenses.
Industry Financial Services
Experience
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

Richard Sigman Richard Sigman Greater Atlanta Area Details
Richard Sigman's Wells Fargo Advisors Experience August 2011 - October 2012
Job Business Consultant at The University of West Georgia
Industry Banking
Experience
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

Chris Venit Chris Venit Washington D.C. Metro Area Details
Chris Venit's Wells Fargo Advisors Experience October 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Annabelle Aragundi Annabelle Aragundi Charlotte, North Carolina Details
Annabelle Aragundi's Wells Fargo Advisors Experience April 2013 - 2013
Job At Wells Fargo
Industry Financial Services
Experience
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

Van Ly Van Ly Menlo Park, California Details
Van Ly's Wells Fargo Advisors Experience August 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

Catherine Guidera Catherine Guidera New York, New York Details
Catherine Guidera's Wells Fargo Advisors Experience 2012 - August 2014
Job Vice President Financial Advisor at UBS
Industry Financial Services
Experience
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

Mark Daugherty Mark Daugherty Greater Nashville Area Details
Mark Daugherty's Wells Fargo Advisors Experience May 2011 - May 2011
Job IT Professional
Industry Information Technology and Services
Experience
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.

Mason Dudley Mason Dudley Philadelphia, Pennsylvania Details
Mason Dudley's Wells Fargo Advisors Experience June 2011 - September 2011
Job Climbing Instructor at Drexel University
Industry Automotive
Experience
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

Greg Molfino Greg Molfino Kailua Kona, Hawaii Details
Greg Molfino's Wells Fargo Advisors Experience July 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Michelle A Botsch Michelle A Botsch Orange County, California Area Details
Michelle A Botsch's Wells Fargo Advisors Experience 2012 - 2014
Job AVP, Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Diego Llano Diego Llano Sunnyvale, California Details
Diego Llano's Wells Fargo Advisors Experience July 2015 - Present
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jake Melville Jake Melville Charlotte, North Carolina Details
Jake Melville's Wells Fargo Advisors Experience June 2015 - Present
Job Innovation & Strategy Summer Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
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

Steve Spector Steve Spector Greater Boston Area Details
Steve Spector's Wells Fargo Advisors Experience September 1983 - Present
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Sheila C Ware Sheila C Ware Greater St. Louis Area Details
Sheila C Ware's Wells Fargo Advisors Experience January 2012 - January 2013
Job Tenacious* Ambitious* Dynamic mass communications professional, with a diverse breadth of experience.
Industry Public Relations and Communications
Experience
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

Timothy Barnes Timothy Barnes Greater San Diego Area Details
Timothy Barnes's Wells Fargo Advisors Experience July 2010 - October 2011
Job Vice President CoastEdge Partners, LLC
Industry Financial Services
Experience
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

Bill Muth Bill Muth Richmond, Virginia Area Details
Bill Muth's Wells Fargo Advisors Experience August 1989 - October 2006
Job SVP, Financial Services at Davenport & Company LLC
Industry Financial Services
Experience
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

Amiel Volinsky Amiel Volinsky Greater Chicago Area Details
Amiel Volinsky's Wells Fargo Advisors Experience June 2012 - May 2013
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
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

John Leachman John Leachman Greater Philadelphia Area Details
John Leachman's Wells Fargo Advisors Experience August 2012 - April 2014
Job Consultant
Industry Management Consulting
Experience
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.)

Paul Buzzell Paul Buzzell Greater Milwaukee Area Details
Paul Buzzell's Wells Fargo Advisors Experience 1994 - 1995
Job CFO: Analytical Leader and Profit Multiplier
Industry Consumer Goods
Experience
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

Olivia Blake Olivia Blake Greater Seattle Area Details
Olivia Blake's Wells Fargo Advisors Experience October 2005 - January 2010
Job Executive Assistant to the President & CEO at Petrizzo Group, Inc.
Industry Public Relations and Communications
Experience
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

Scott Richman Scott Richman Greater Philadelphia Area Details
Scott Richman's Wells Fargo Advisors Experience March 2015 - Present
Job Wells Fargo Advisors
Industry Financial Services
Experience
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

Taylor Nissi Taylor Nissi Greater New York City Area Details
Taylor Nissi's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Heather Marie Dolce, CRCP Heather Marie Dolce, CRCP Greater Philadelphia Area Details
Heather Marie Dolce, CRCP's Wells Fargo Advisors Experience August 2012 - Present
Job
Industry Financial Services
Experience
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

Vikram Sandhu Vikram Sandhu San Jose, California Details
Vikram Sandhu's Wells Fargo Advisors Experience June 2011 - September 2011
Job Student at University of California, Santa Barbara
Industry Investment Management
Experience
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

JohnPaul Morales JohnPaul Morales Mystic, Connecticut Details
JohnPaul Morales's Wells Fargo Advisors Experience September 2010 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Javier Biagas Javier Biagas Oakland, California Details
Javier Biagas's Wells Fargo Advisors Experience June 2009 - November 2010
Job Tireless Professional,Sales Rep,Artist,Coach,Host & Health Care Provider,Volunteer Firefighter & Pro.Security
Industry Hospitality
Experience
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

Philip Lombardo Philip Lombardo Greater St. Louis Area Details
Philip Lombardo's Wells Fargo Advisors Experience July 2013 - Present
Job Managing Director at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jay Arcilla Jay Arcilla San Francisco Bay Area Details
Jay Arcilla's Wells Fargo Advisors Experience March 2014 - Present
Job Private Banker at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jon Hamill Jon Hamill Greater Philadelphia Area Details
Jon Hamill's Wells Fargo Advisors Experience January 2013 - Present
Job Reg. Personal Banker II, Bank Officer at Wells Fargo Bank
Industry Banking
Experience
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

Stephanie Arendt Norris Stephanie Arendt Norris Richmond, Virginia Area Details
Stephanie Arendt Norris's Wells Fargo Advisors Experience July 2005 - September 2011
Job Business Process and Project Manager
Industry Financial Services
Experience
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

Rebecca Everson Rebecca Everson New York, New York Details
Rebecca Everson's Wells Fargo Advisors Experience June 2009 - August 2009
Job Trademark Researcher at Corsearch | Wolters Kluwer Corporate Legal Services
Industry Financial Services
Experience
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

Gil Rubio, CFP®, CRPC® Gil Rubio, CFP®, CRPC® Greater New York City Area Details
Gil Rubio, CFP®, CRPC®'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  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

Jacob Stapleton Jacob Stapleton Chicago, Illinois Details
Jacob Stapleton's Wells Fargo Advisors Experience June 2015 - August 2015
Job Vice President at DePaul Men's Rowing
Industry Financial Services
Experience
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

Atul Kamra Atul Kamra Saint Louis, Missouri Details
Atul Kamra's Wells Fargo Advisors Experience June 2012 - Present
Job Managing Partner at SixThirty
Industry Financial Services
Experience
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)

Francisco J. Gil Francisco J. Gil Jenkintown, Pennsylvania Details
Francisco J. Gil's Wells Fargo Advisors Experience January 1988 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
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

Brandon Boettcher Brandon Boettcher Tampa/St. Petersburg, Florida Area Details
Brandon Boettcher's Wells Fargo Advisors Experience October 2008 - October 2011
Job Financial Services/Project Lead/Tax Reporting
Industry Financial Services
Experience
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

Angie Sowell Angie Sowell Seattle, Washington Details
Angie Sowell's Wells Fargo Advisors Experience July 2010 - August 2011
Job Trust Administrator at Perkins Coie Trust Company
Industry Financial Services
Experience
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

Michael Lupton Michael Lupton Greater New York City Area Details
Michael Lupton's Wells Fargo Advisors Experience April 2009 - Present
Job
Industry Financial Services
Experience
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

Raj Dutta Roy Raj Dutta Roy New York, New York Details
Raj Dutta Roy's Wells Fargo Advisors Experience December 2008 - June 2012
Job Director Global Strategy Lead at Standard & Poor's BusinessDevelopment | Product Strategy | Venture Incubator
Industry Capital Markets
Experience
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

Don Phelan, AAMS®, ADPA® Don Phelan, AAMS®, ADPA® Indianapolis, Indiana Area Details
Don Phelan, AAMS®, ADPA®'s Wells Fargo Advisors Experience December 2004 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Paul Michael Reyes Paul Michael Reyes Chicago, Illinois Details
Paul Michael Reyes's Wells Fargo Advisors Experience March 2013 - October 2013
Job Assistant Operations Manager at UBS
Industry Financial Services
Experience
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

Edwin A. Dalrymple, Jr. Edwin A. Dalrymple, Jr. Charlotte, North Carolina Area Details
Edwin A. Dalrymple, Jr.'s Wells Fargo Advisors Experience April 2015 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

David Foad David Foad Greater Philadelphia Area Details
David Foad's Wells Fargo Advisors Experience September 2012 - Present
Job Financial Services
Industry Financial Services
Experience
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

Anna Dolsen Anna Dolsen Greater Chicago Area Details
Anna Dolsen's Wells Fargo Advisors Experience September 2005 - Present
Job Technical Lead at Wachovia Securities
Industry Financial Services
Experience
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

Claudette Wu Claudette Wu Greater Philadelphia Area Details
Claudette Wu's Wells Fargo Advisors Experience October 2011 - May 2012
Job Banker II at Citizens Bank
Industry Financial Services
Experience
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

Kent Christian Kent Christian Greater St. Louis Area Details
Kent Christian's Wells Fargo Advisors Experience July 2012 - Present
Job President at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Tyler Kotiza Tyler Kotiza Greater Chicago Area Details
Tyler Kotiza's Wells Fargo Advisors Experience October 2009 - July 2011
Job Assistant Vice President Portfolio Manager II at Bank of America Merrill Lynch
Industry Banking
Experience
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

Pradnya Ghadge Pradnya Ghadge Greater Chicago Area Details
Pradnya Ghadge's Wells Fargo Advisors Experience November 2011 - October 2012
Job Sr Software Engg at Orbitz Worldwide
Industry Information Technology and Services
Experience
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

Blessed Answer Blessed Answer Greater New York City Area Details
Blessed Answer's Wells Fargo Advisors Experience February 2002 - June 2002
Job Educator
Industry Think Tanks
Experience
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

Linda Delaney Linda Delaney Greater St. Louis Area Details
Linda Delaney's Wells Fargo Advisors Experience January 2010 - Present
Job Managing Director Client Service Operations at Wells Fargo Advisors
Industry Financial Services
Experience
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

Donni Williams Donni Williams Greater Chicago Area Details
Donni Williams's Wells Fargo Advisors Experience November 2010 - Present
Job Financial Services
Industry Financial Services
Experience
Wells Fargo Advisors   November 2010 - Present

Education
DePaul University   1985 — 1988
Bachelors, Business, Finance, Economics

Lisa Mackey Lisa Mackey Charlotte, North Carolina Area Details
Lisa Mackey's Wells Fargo Advisors Experience January 2010 - Present
Job Financial Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
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

Ed Herzog Ed Herzog Greater St. Louis Area Details
Ed Herzog's Wells Fargo Advisors Experience February 2013 - Present
Job Sr Data Insights Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
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

Danette Bader Danette Bader Greater St. Louis Area Details
Danette Bader's Wells Fargo Advisors Experience March 2008 - Present
Job Finance Director at Wells Fargo Investments
Industry Financial Services
Experience
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

Patrick Baumann Patrick Baumann Greater St. Louis Area Details
Patrick Baumann's Wells Fargo Advisors Experience March 2014 - Present
Job Regional Business Director for the Southwest
Industry Financial Services
Experience
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

Cathleen Hairston Cathleen Hairston Charlotte, North Carolina Area Details
Cathleen Hairston's Wells Fargo Advisors Experience April 2012 - September 2013
Job Quality Assurance Analyst
Industry Banking
Experience
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

Keith Lodato Keith Lodato Charlotte, North Carolina Area Details
Keith Lodato's Wells Fargo Advisors Experience October 2014 - Present
Job Apps Systems Engineer 5 at Wells Fargo
Industry Banking
Experience
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

Kimya Anderson Kimya Anderson Santa Rosa, California Details
Kimya Anderson's Wells Fargo Advisors Experience March 2011 - June 2011
Job Consultant and Sales
Industry Wine and Spirits
Experience
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

chris piccolella chris piccolella Greater New York City Area Details
chris piccolella's Wells Fargo Advisors Experience June 2010 - August 2010
Job student
Industry Graphic Design
Experience
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

Bill Anlyan Bill Anlyan Wilmington, North Carolina Area Details
Bill Anlyan's Wells Fargo Advisors Experience October 1999 - August 2009
Job Managing Member, Anlyan & Hively Asset Management
Industry Financial Services
Experience
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.)

Prant Kumar Prant Kumar Greater New York City Area Details
Prant Kumar's Wells Fargo Advisors Experience March 2011 - March 2013
Job Senior Financial Analyst Johnson and Johnson
Industry Medical Devices
Experience
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

Christopher Daming Christopher Daming Saint Louis, Missouri Details
Christopher Daming's Wells Fargo Advisors Experience 2011 - 2012
Job Attorney for Entrepreneurs
Industry Law Practice
Experience
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

Duane Butler Duane Butler Greater St. Louis Area Details
Duane Butler's Wells Fargo Advisors Experience May 2008 - Present
Job Senior Vice President, Director of Advisor Growth and Productivity at Wells Fargo Advisors
Industry Financial Services
Experience
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

Nelson Valerio Nelson Valerio West Palm Beach, Florida Area Details
Nelson Valerio's Wells Fargo Advisors Experience September 2013 - Present
Job Regional Bank Private Banker at Wells Fargo
Industry Banking
Experience
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

Elisabeth (Lisa) Niemann, MBA Elisabeth (Lisa) Niemann, MBA Greater Chicago Area Details
Elisabeth (Lisa) Niemann, MBA's Wells Fargo Advisors Experience July 2007 - September 2011
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Istvan Veszi Istvan Veszi Saint Louis, Missouri Details
Istvan Veszi's Wells Fargo Advisors Experience 2005 - Present
Job Capital Markets Trading Debt Syndicate Liaison
Industry Financial Services
Experience
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

Edwin Handschuh Edwin Handschuh Greater Philadelphia Area Details
Edwin Handschuh's Wells Fargo Advisors Experience March 2010 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2010 - Present
Wells Fargo Advisors   March 2009 - September 2009

Education
Drexel University   2007 — 2010
Bachelor of Science, Finance

Margaret M. Guzman Margaret M. Guzman Greater New York City Area Details
Margaret M. Guzman's Wells Fargo Advisors Experience January 2015 - Present
Job Global Business Manager, Director of Operations, Compliance/Operational/Regulatory Risk & Project Management Specialist
Industry Financial Services
Experience
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

Jason Stearns Jason Stearns Orlando, Florida Details
Jason Stearns's Wells Fargo Advisors Experience May 2011 - July 2012
Job SQL Server DBA at Verizon
Industry Computer Software
Experience
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

Ana Riewerts Ana Riewerts Greater New York City Area Details
Ana Riewerts's Wells Fargo Advisors Experience September 2005 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Cierra Malone Cierra Malone San Antonio, Texas Area Details
Cierra Malone's Wells Fargo Advisors Experience August 2008 - June 2013
Job Civic & Social Organization Professional
Industry Education Management
Experience
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

Ernie D. Snodgrass Ernie D. Snodgrass Greater St. Louis Area Details
Ernie D. Snodgrass's Wells Fargo Advisors Experience May 2012 - November 2013
Job Software Quality Assurance Engineer
Industry Computer Software
Experience
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

Jeffrey Stronach Jeffrey Stronach Greater St. Louis Area Details
Jeffrey Stronach's Wells Fargo Advisors Experience January 2015 - Present
Job Business Transition Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
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

Steve Berggren Steve Berggren Omaha, Nebraska Details
Steve Berggren's Wells Fargo Advisors Experience 2006 - 2011
Job Branch Mgr at Bank of the West
Industry Banking
Experience
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

Kirk Crossen Kirk Crossen Indianapolis, Indiana Details
Kirk Crossen's Wells Fargo Advisors Experience Senior Vice President-InvestmentsWells Fargo Advisors, LLCSeptember 2006 - Present
Job Senior Vice PresidentInvestments at Bond, Crossen & Sadowski Investment Group of Wells Fargo Advisors
Industry Financial Services
Experience
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

Roland Geilfuss Roland Geilfuss Greater St. Louis Area Details
Roland Geilfuss's Wells Fargo Advisors Experience September 2006 - Present
Job Securities Operations Professional
Industry Financial Services
Experience
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

Rachel Granberry Rachel Granberry Saint Louis, Missouri Details
Rachel Granberry's Wells Fargo Advisors Experience March 2011 - Present
Job Customer Service Representative at Wells Fargo Advisors
Industry Financial Services
Experience
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

Rick Girdler Rick Girdler Tampa, Florida Details
Rick Girdler's Wells Fargo Advisors Experience March 2007 - February 2009
Job Forensic Consultant at Forensic Recovery Services, LLC
Industry Accounting
Experience
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

Lisa Koram Lisa Koram Columbia, Maryland Details
Lisa Koram's Wells Fargo Advisors Experience September 2004 - July 2005
Job Snr. Business / Data Analyst
Industry Financial Services
Experience
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

Chlerisie Satulan Chlerisie Satulan Beverly Hills, California Details
Chlerisie Satulan's Wells Fargo Advisors Experience June 2013 - Present
Job Consumer Care Representative I sa AT&T
Industry Financial Services
Experience
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

Joleen Blank Joleen Blank Gering, Nebraska Details
Joleen Blank's Wells Fargo Advisors Experience June 2008 - September 2013
Job Valley Bank and Trust Co.
Industry Financial Services
Experience
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

Sean Moncada Sean Moncada Greater Chicago Area Details
Sean Moncada's Wells Fargo Advisors Experience May 2008 - January 2009
Job Real Estate Broker
Industry Real Estate
Experience
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

James Zervos James Zervos Fishers, Indiana Details
James Zervos's Wells Fargo Advisors Experience May 2013 - August 2013
Job Student at DePauw University
Industry Management Consulting
Experience
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

Wayne Toennies Wayne Toennies Bartelso, Illinois Details
Wayne Toennies's Wells Fargo Advisors Experience
Job programmer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  

Skills
Programming - .Net, VB,..., DB Access - SQL Server,...

Education
DeVry University   1984 — 1987
BS in CIS, Computer Programming

Cameron Juarez Cameron Juarez Brentwood, California Details
Cameron Juarez's Wells Fargo Advisors Experience February 2012 - Present
Job Personal Banker at Wells Fargo Advisors
Industry Financial Services
Experience
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

David Dworak B.S, MBA, MS David Dworak B.S, MBA, MS Huntersville, North Carolina Details
David Dworak B.S, MBA, MS's Wells Fargo Advisors Experience August 2010 - November 2011
Job Senior Program Manager
Industry Information Technology and Services
Experience
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

Steve Talley Steve Talley Lansdale, Pennsylvania Details
Steve Talley's Wells Fargo Advisors Experience January 2011 - November 2012
Job Financial Advisor Vice President at Santander Investment Services
Industry Financial Services
Experience
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

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