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 Fricke Heather Fricke Greater St. Louis Area Details
Heather Fricke's Wells Fargo Advisors Experience September 2014 - Present
Job Senior Interaction Designer (UX/UI)
Industry Design
Experience
Wells Fargo Advisors   September 2014 - Present
CenturyLink  February 2012 - August 2014
Fricke Graphic Productions   May 2004 - 2014
Children's Quest International Missions   November 2011 - 2012
Build A Bear  October 2011 - December 2011
CPI Corp  July 2011 - September 2011
Visiontracks Inc.  2006 - 2011
Joyce Meyer Ministries  September 2006 - November 2006

Skills
User Experience, User Interface Design, CSS, Graphic Design, Flash, Interaction Design, Dreamweaver, Illustrator, Web Design, SEO, jQuery, HTML 5, HTML, WordPress, Usability, Information Architecture, HTML5, PHP, User Interface, Photoshop, Agile Methodology

Education
Webster University   2002 — 2004
Bachelor Degree, Multimedia Design Interactive Development

East Central College   1998 — 2000
Associates, Web Design and Animation

Kimberly Santarsiero Kimberly Santarsiero Scranton, Pennsylvania Details
Kimberly Santarsiero's Wells Fargo Advisors Experience November 2011 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2011 - Present
Morgan Stanley Smith Barney  November 1998 - November 2011

Skills
Retirement Planning, Wealth Management..., Investments, Retirement, Strategic Financial..., Investment Management, Banking, Finance, Investment Advisory, Series 7, Mutual Funds, Wealth Management, Financial Planning, Securities, Uniform Combined State..., Asset Allocation

Education
Marywood University
MBA, Finance & Investments

East Stroudsburg University of Pennsylvania
Bachelor's Degree, Management with a double major concentration in accounting and economics

Yuxue (Sharon) Zhang Yuxue (Sharon) Zhang Saint Louis, Missouri Details
Yuxue (Sharon) Zhang's Wells Fargo Advisors Experience January 2015 - May 2015
Job Investment Intern at Reinsurance Group of America, Incorporated
Industry Financial Services
Experience
Washington University Investment Management Company   September 2015 - Present
Reinsurance Group of America, Incorporated  May 2015 - Present
Wells Fargo Advisors   January 2015 - May 2015
Armstrong Teasdale LLP  September 2014 - December 2014
New China Fund Management Co.,Ltd.   May 2013 - August 2013
Gongda Chemical Equipment Company   May 2013 - May 2013
Emory University  September 2012 - April 2013
Emory University  September 2012 - December 2012
Hebei Technology Investment Group Co,.Ltd   May 2011 - August 2011

Skills
Data Analysis, Financial Analysis, Microsoft Office, Finance, Econometrics, Java, R, Matlab, Corporate Finance, Stata, PowerPoint, Economics, Microsoft Excel, Financial Modeling, Databases, Research, Mathematica, Mandarin, Statistics, Analysis, Microsoft Word, Teamwork, Access, Bloomberg

Education
Washington University in St. Louis   2014 — 2015
Master's Degree, Finance

Emory University   2010 — 2014
Bachelor's Degree, Applied Mathematics, Economics(High Honors), 3.877

Nankai High School   2007 — 2010
High School

Marcus Fielding Marcus Fielding Wilson, North Carolina Details
Marcus Fielding's Wells Fargo Advisors Experience 2012 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2012 - Present
Merrill Lynch  2009 - 2012
BB&T  2005 - 2009

Skills
Asset Allocation, 401k Rollovers, Business Owner Planning, Financial Services, Insurance, Investment Strategies, Retirement Planning, Stock Market Analysis, Wealth Management, Tax Efficiency

Education
North Carolina State University   1994 — 1999
Bachelor of Science (B.S.), Business Management

East Carolina University   2004 — 2005
Masters, Business Administration

Andy Kuntz Andy Kuntz Greater Chicago Area Details
Andy Kuntz's Wells Fargo Advisors Experience August 2004 - August 2007
Job Corporate Accounts Manager Philips Oral Healthcare Midwest
Industry Medical Devices
Experience
Philips  October 2012 - Present
Philips Medical Capital  October 2010 - October 2012
Discus Dental  August 2007 - October 2010
Wells Fargo Advisors   August 2004 - August 2007

Skills
Medical Devices, Teeth Whitening, Sonicare, Product Launch, Capital Equipment, Healthcare, Product Marketing, Sales Operations, Sales Force Development, Cross-functional Team..., Sales Management, Direct Sales

Education
Eastern Illinois University   2000 — 2004
Bachelor of Business Administration (BBA), Marketing

Michele LaRocca Michele LaRocca Greater Philadelphia Area Details
Michele LaRocca's Wells Fargo Advisors Experience January 2008 - November 2011
Job Assistant Regional Support Center Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  December 2011 - Present
Wells Fargo Advisors   January 2008 - November 2011
Wachovia, A Wells Fargo Company  January 2005 - January 2008
Morgan Stanley  January 1999 - January 2005

Education
Elizabethtown College

Charles Maynes Charles Maynes Saratoga Springs, Utah Details
Charles Maynes's Wells Fargo Advisors Experience January 2009 - May 2014
Job Client Service & New Business Specialist at B.O.S.S. Retirement Solutions
Industry Financial Services
Experience
B.O.S.S. Retirement Solutions   May 2014 - Present
Wells Fargo Advisors   January 2009 - May 2014
Fidelity Investments  June 2005 - August 2008

Skills
Customer Service, Financial Services, Insurance, Banking, Microsoft Excel, Relationship Management, Investments, New Business Development, Portfolio Management, Fixed Annuities, Outlook, Client Services, Operations Management

Education
Ellis University
BS, Professional, Technical, Business, and Scientific Writing

The University of Utah
English Language and Literature, General

Jared Hausmann Jared Hausmann Saint Louis, Missouri Details
Jared Hausmann's Wells Fargo Advisors Experience December 2010 - June 2011
Job Staff Attorney at United States Court of Appeals for the Eighth Circuit
Industry Law Practice
Experience
United States Court of Appeals for the Eighth Circuit  August 2014 - Present
Saint Louis University  April 2012 - May 2014
United States District Court for the Eastern District of Missouri  August 2013 - November 2013
Illinois Third Judicial Circuit Court   May 2013 - August 2013
Wells Fargo Advisors   December 2010 - June 2011
DISA  May 2009 - August 2009
Eastern Illinois University  March 2008 - December 2008

Skills
Philosophy, Political Science, Legal Research, Legal Writing, Public Speaking, Research, Westlaw, Microsoft Office, PowerPoint

Education
Saint Louis University School of Law   2011 — 2014
Doctor of Law (J.D.), Law, Magna Cum Laude

Ludwig von Mises Institute   2013 — 2013
Mises University, Economics

Eastern Illinois University   2007 — 2010
Bachelor of Arts (B.A.), Political Science and Government, Summa Cum Laude

Jeff Lombardo Jeff Lombardo Greater New York City Area Details
Jeff Lombardo's Wells Fargo Advisors Experience 2010 - 2012
Job Alternative Investments
Industry Financial Services
Experience
Bay Meadows Advisors   2012 - Present
Wells Fargo Advisors   2010 - 2012
Offit Capital Advisors  2007 - 2009
Pioneer Investments  2004 - 2007

Skills
Hedge Funds, Investor Relations, Mutual Funds, Fixed Income, Equities, Investments, Investment Management, Asset Allocation, Retirement Planning, Investment Strategies, Portfolio Management, Structured Products, Series 7, Investment Advisory, Equity Research, Corporate Finance, Series 63, Derivatives, Securities, Wealth Management, Options, Investment Banking, Fund Of Funds, Capital Markets, Emerging Markets, Valuation, Commodity, Financial Markets, Trading, ETFs, Financial Services, Bonds, FX Options, Bloomberg, Financial Advisory, Private Banking, Hedging, Equity Trading, Equity Derivatives, Financial Structuring, FINRA, Structured Finance

Education
Emory University   1985 — 1989
BA, Political Science

Boston University   1993 — 1995
MBA, Finance

Robert Bratcher Robert Bratcher Chapel Hill, North Carolina Details
Robert Bratcher's Wells Fargo Advisors Experience August 1987 - Present
Job Senior Vice President, Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 1987 - Present

Skills
Wealth Management, Mutual Funds, Securities, Investments, Portfolio Management, Investment Advisory, Loans, Alternative Investments, Retirement Planning

Education
East Tennessee State University   1967 — 1970
Bachelor of Science, History

Zachary Lamb Zachary Lamb Atlanta, Georgia Details
Zachary Lamb's Wells Fargo Advisors Experience June 2015 - August 2015
Job Student at Emory University
Industry Marketing and Advertising
Experience
Trellis Marketing & Advertising   2013 - Present
WMRE Emory Student Radio   September 2014 - Present
Wells Fargo Advisors   June 2015 - August 2015
Barnes and Noble  September 2014 - May 2015
YMCA  April 2014 - June 2014
Dreyland   2013 - 2014
August Days   July 2013 - August 2013

Skills
Writing, Marketing Research, Copy Editing, Social Media, Newsletters, Customer Service, Microsoft Office, Prezi

Education
Emory University   2014 — 2018
Bachelor's Degree

John Burroughs School   2008 — 2014

Becky Cummings, PMP, SPHR, SCP Becky Cummings, PMP, SPHR, SCP Greater St. Louis Area Details
Becky Cummings, PMP, SPHR, SCP's Wells Fargo Advisors Experience April 2011 - Present
Job Project Management Training & Development
Industry Financial Services
Experience
Wells Fargo Advisors   April 2011 - Present
Southern Illinois University Edwardsville  January 2007 - Present
Celtic Consulting   October 2010 - January 2011
Wells Fargo Advisors, LLC  1980 - 2009

Skills
Project Management, Business Process..., Team Leadership, Customer Service, PMP, Management, Leadership, Training, Instructional Design, Project Planning, Cross-functional Team..., Staff Development, Change Management, Strategic Planning, Process Improvement, Human Resources, Consulting, Organizational...

Education
Eastern Illinois University
BS in Education

Southern Illinois University, Edwardsville
MBA

Lauren H. Baxton, MA Lauren H. Baxton, MA Greater St. Louis Area Details
Lauren H. Baxton, MA's Wells Fargo Advisors Experience March 2014 - March 2015
Job Content Marketing Manager at Emerson Commercial & Residential Solutions
Industry Marketing and Advertising
Experience
Emerson Commercial & Residential Solutions  March 2015 - Present
Baxton Consulting Group   January 2014 - Present
Wells Fargo Advisors   March 2014 - March 2015
First National Bank of St. Louis  April 2012 - April 2014
Allsup Inc.  February 2010 - April 2012
About My Health   May 2007 - February 2010

Skills
Social Media Marketing, Marketing, Email Marketing, Digital Marketing, Public Relations, Social Media, SEO, Sales, Strategy, Social Networking, Marketing Communications, Customer Service, Project Management, Facebook, Online Marketing, Project Planning, Web Marketing, B2B Marketing, Content Marketing, Budgets, Event Planning, Campaigns, Marketing Event Planning

Education
Eastern Illinois University
Bachelors of Arts, Communication Studies, PR, Advertising, Marketing

Lindenwood University
Masters of Arts, Communication Studies; Promotions

Scott Rahn Scott Rahn Spokane, Washington Details
Scott Rahn's Wells Fargo Advisors Experience June 2007 - February 2011
Job President Wealth Advisor at Rahn Wealth Management, LLC
Industry Financial Services
Experience
Rahn Wealth Management, LLC   February 2014 - Present
US Bancorp Investments, Inc.   February 2011 - February 2014
Wells Fargo Advisors   June 2007 - February 2011
Morgan Stanley Wealth Management  August 2001 - June 2007
Bank of America  June 1995 - August 2001
APEX Financial Group   January 1989 - June 1995

Skills
Wealth Management, Estate Planning, Insurance, Strategic Financial..., Executive Benefit..., Income Distribution, Retirement Planning, Wealth, Financial Advisory, Securities, FINRA, Strategy

Education
Eastern Washington University   1987 — 1989
Bachelor of Arts (B.A.), Finance & Marketing

Walla Walla Community College   1986 — 1987
Associate's Degree, Associate of Arts

DeSales High School   1982 — 1985
High School

J Hollingsworth, Jr. J Hollingsworth, Jr. Goldsboro, North Carolina Details
J Hollingsworth, Jr.'s Wells Fargo Advisors Experience March 2013 - Present
Job Financial Advisor, Assistant Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2013 - Present
Edward Jones  October 2008 - March 2013
GlaxoSmithKline  August 1998 - October 2008

Skills
Series 7, Retirement Planning, Strategic Financial..., Mutual Funds, Finance, Investments, Retirement, Wealth Management

Education
East Carolina University   1986 — 1991

Northeast Academy

Jordan Brustein Jordan Brustein Greater Los Angeles Area Details
Jordan Brustein's Wells Fargo Advisors Experience May 2011 - August 2011
Job Financial Analyst II at j2 Global
Industry Financial Services
Experience
j2 Global  May 2015 - Present
Amgen  March 2015 - May 2015
Amgen  June 2013 - February 2015
Goizueta Business School Presentation Center   August 2011 - May 2013
Goizueta Business School  August 2011 - December 2012
Amgen  May 2012 - August 2012
Ancora Advisors   January 2012 - May 2012
Wells Fargo Advisors   May 2011 - August 2011
Hinman, Howard & Kattell, LLP   May 2010 - August 2010

Skills
Hyperion Planning, Hyperion Financial..., Hyperion Reports, TM1, Elementary Portuguese, Research, Microsoft Excel, PowerPoint, Microsoft Word, Conversant in Spanish, Microsoft Office, Public Speaking, Spanish, Strategy, Marketing Strategy

Education
Emory University - Goizueta Business School   2011 — 2013
Bachelor of Business Administration (BBA), Business Administration; Finance and Information Systems & Organizations & Management

Lauren (Land) Smith Lauren (Land) Smith Charlotte, North Carolina Area Details
Lauren (Land) Smith's Wells Fargo Advisors Experience November 2008 - May 2009
Job Insurance Operations
Industry Commercial Real Estate
Experience
Wells Fargo  December 2013 - Present
Accenture  June 2012 - November 2013
Accenture  June 2009 - June 2012
Wells Fargo Advisors   November 2008 - May 2009
Office Team - Robert Half International Company   May 2004 - November 2008
Criimi Mae Services   June 2000 - August 2003

Skills
Loans, Real Estate, Insurance, Leadership, Process Improvement, Training, Management, Finance, Project Management, CRM, Banking, Risk Management, Operations Management, Portfolio Management, Analysis, Team Management, Negotiation, Financial Analysis, Team Building

Education
East Carolina University   2003 — 2007
Bachelor of Science (B.S.), Public Health Education and Promotion

Brittny Arthur Brittny Arthur Charleston, Illinois Details
Brittny Arthur's Wells Fargo Advisors Experience July 2014 - Present
Job Financial Professional at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2014 - Present
Cromwell Radio Group  January 2013 - February 2014
St. John's Hospital   May 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, InDesign, radio marketing..., Event Planning, Graphic Design, Marketing, Facebook, Advertising, Sales, Social Media Marketing

Education
Eastern Illinois University   2008 — 2012
Bachelor of Arts and Humanities, Communication/Public Relations

Donovan Adams Donovan Adams Greater Atlanta Area Details
Donovan Adams's Wells Fargo Advisors Experience July 2008 - Present
Job Financial Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   July 2008 - Present

Skills
Investments, Stocks, Equity Research, Bonds, Fixed Income Analysis, Mutual Funds, ETFs, Alternative Investment..., Options, Real Estate Investment..., Unit Investment Trusts, Retirement Planning, Traditional IRA, Roth IRA, Simple IRA, SEP IRA, 401k, 401k Rollovers, College Education..., 529 Plans, Uniform Combined State..., Finance, Alternative Investments, Financial Modeling, Strategic Financial..., Estate Planning, Financial Analysis, Financial Advisory, Wealth Management, Investment Banking, Retirement, Microsoft Office, Series 7, Research, Banking, Securities, Financial Planning, Small Business

Education
Emory University   2004 — 2008
Bachelor's degree, Economics/Finance

Garrett Walsh Garrett Walsh Richmond, Virginia Area Details
Garrett Walsh's Wells Fargo Advisors Experience February 2014 - Present
Job Regional Business Director at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   February 2014 - Present
Raymond James Financial Inc.  June 2012 - February 2014
Raymond James Financial  March 2008 - June 2012
Wachovia Securities  May 2005 - March 2008
James River Insurance Company  June 2004 - April 2005
First Investors Corporation  December 2003 - May 2004

Skills
Business Development, Recruiting, Practice Management, Financial Advisory, Business Consulting, Personal Financial..., Asset Allocation, Asset Managment, Investment Management, Securities, Separately Managed..., Mutual Funds, Economics, Wholesale, Series 7, Series 66, Series 24, Series 9/10, Sales, Sales Strategy, New Client Acquisitions, Presentations, Public Speaking, Uniform Combined State..., Wealth Management, Asset Management, Series 63, Equities, FINRA, Investments, Financial Analysis, Financial Planners, Wealth, Retirement Planning, Financial Services, Series 65, Investment Advisory, Investment Strategies, 401k, Retirement, Alternative Investments, Wealth Management..., ETFs, Series 6, Fixed Annuities, Variable Annuities

Education
Virginia Commonwealth University   2001 — 2003

Duquesne University   1998 — 2001

Benedictine High School   1994 — 1998

Nathan Eckhouse Nathan Eckhouse Saint Louis, Missouri Details
Nathan Eckhouse's Wells Fargo Advisors Experience September 2014 - Present
Job Securities Operations Specialist II
Industry Public Relations and Communications
Experience
Wells Fargo Advisors   September 2014 - Present
Wells Fargo Home Mortgage  September 2012 - September 2014
Wells Fargo Home Mortgage  March 2012 - August 2012
Williamson Funeral Home   May 2009 - August 2011

Skills
Corporate Communications, Microsoft Office, Adobe Creative Suite, Organizational Behavior, Customer Service, Web Design, Timely Decision Making, Always Punctual, Outcome focused, Loan Servicing

Education
Eastern Illinois University   2007 — 2011
Bachelor of Arts, Communication Studies

Brittany Boone Brittany Boone Raleigh-Durham, North Carolina Area Details
Brittany Boone's Wells Fargo Advisors Experience May 2014 - August 2014
Job Bankruptcy Specialist at IBM Seterus
Industry Financial Services
Experience
IBM Seterus  April 2015 - Present
Wells Fargo Home Mortgage  September 2014 - November 2014
Wells Fargo Advisors   May 2014 - August 2014
East Carolina University Undergraduate Admissions   August 2010 - May 2012
Krispy Kreme  June 2009 - June 2010

Skills
Financial Analysis, Qualitative Skills, Oral & Written..., Online Databases, Organization, Time Management, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Inventory Management, Cash Handling Experience, Up-selling, Multi Tasking

Education
East Carolina University - College of Business   2010 — 2014
Bachelor of Science in Business Administration, Finance and Financial Management Services

Christina McConnell Christina McConnell Davidson, North Carolina Details
Christina McConnell's Wells Fargo Advisors Experience August 1992 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 1992 - Present

Skills
Insurance, Mutual Funds, Investments, Portfolio Management, Retirement Planning, Asset Allocation, Financial Services, Series 7, Strategy, Fixed Income, Wealth Management

Education
East Carolina University   1987 — 1992
Bachelor of Arts (B.A.), Mathematics

Christina Carmichael Christina Carmichael Charlotte, North Carolina Details
Christina Carmichael's Wells Fargo Advisors Experience July 2010 - December 2011
Job Communications Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 2014 - Present
Wells Fargo  June 2013 - June 2014
Culpepper-Jones Investment Group   December 2011 - June 2013
Wells Fargo Advisors   July 2010 - December 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Management

Education
East Carolina University   2007 — 2012
Bachelor of Science (B.S.), Interpersonal/Organizational Communication & Media Studies

John Gammons, CFP® John Gammons, CFP® Raleigh-Durham, North Carolina Area Details
John Gammons, CFP®'s Wells Fargo Advisors Experience September 2005 - October 2006
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Financial Services
Experience
SunTrust Investment Services, Inc.   April 2010 - Present
Smith Barney  October 2006 - April 2010
Wells Fargo Advisors   September 2005 - October 2006
Morgan Stanley  July 2004 - September 2005

Education
East Carolina University   2002 — 2003
Master's degree, Business Administration and Management, General

East Carolina University   1998 — 2002
Bachelor's degree, Business Administration and Management, General

Avery Bebout Avery Bebout Charlotte, North Carolina Details
Avery Bebout's Wells Fargo Advisors Experience July 2010 - August 2010
Job Senior Consultant at Deloitte and Touche LLP, CPA
Industry Accounting
Experience
Deloitte  September 2013 - September 2015
7 Mile Advisors  May 2012 - July 2012
Audiconsultores Serrat & Associates   January 2012 - April 2012
Wells Fargo Advisors   July 2010 - August 2010
Wells Fargo Advisors   June 2009 - August 2009

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Accounting, QuickBooks, Social Networking, Photoshop, Auditing, Team Leadership, Financial Accounting, Access, Time Management, Spanish, Public Speaking, Financial Analysis, Social Media

Education
Elon University   2009 — 2013
Accounting and Finance

Elon University - Martha and Spencer Love School of Business   2009 — 2013
BS, Accounting and Finance

Susan Haas, CFP® Susan Haas, CFP® Portland, Oregon Details
Susan Haas, CFP®'s Wells Fargo Advisors Experience April 2007 - April 2012
Job Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  June 2014 - Present
McGee Wealth Management   April 2012 - June 2014
Wells Fargo Advisors   April 2007 - April 2012
Piper Jaffray  August 2005 - April 2007
UBS  January 2001 - August 2005

Education
Eastern Washington University   1995 — 1998
Bachelor of Science (B.S.), Community Health Education

Lei Deng Lei Deng Greater St. Louis Area Details
Lei Deng's Wells Fargo Advisors Experience May 2012 - July 2012
Job Vice President, Quantitative Research at Eclipse Capital
Industry Investment Management
Experience
Eclipse Capital   January 2013 - Present
Eclipse Capital   June 2012 - December 2012
Wells Fargo Advisors   May 2012 - July 2012
FocusRx Research, Ltd.   April 2011 - July 2011
Hewlett-Packard  July 2010 - October 2010

Skills
VBA, Matlab, C++, SQL, Java, Databases, Analysis, Software Engineering, R, Quantitative Analytics, Mandarin, Data Analysis, Financial Analysis, Finance, Chinese, Financial Modeling, Portfolio Management

Education
Washington University in St. Louis - Olin Business School   2011 — 2012
Master, Finance

East China Normal University   2007 — 2011
Bachelor of Science, Software Engineering

East China Normal University   2008 — 2011
Bachelor of Art, Finance

Bryan Hodgens Bryan Hodgens Charlotte, North Carolina Area Details
Bryan Hodgens's Wells Fargo Advisors Experience March 2007 - Present
Job VP, Eastern Divisional Sales Manager AIG Financial Distributors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2007 - Present
Evergreen Investments  September 2002 - March 2007
Evergreen Investments  January 2000 - September 2002
Evergreen Investments  January 1998 - January 2000

Skills
Retirement, Fixed Annuities, Leadership, Financial Advisory, Series 7, IRAs, Mutual Funds, Variable Annuities, Income Planning, Sales Management, Sales Channel..., Sales Process, Banking, Financial Services, Asset Management, Investments, Retirement Planning, Sales, Series 63

Education
Emory University   1985 — 1989
BA, Economics

Emily Rouse Emily Rouse Raleigh, North Carolina Details
Emily Rouse's Wells Fargo Advisors Experience August 2011 - February 2012
Job Higher Education SA at Storr Office Environments
Industry Furniture
Experience
Storr Office Environments  August 2015 - Present
Cisco  April 2014 - August 2015
Charlotte's, Inc.   February 2013 - April 2014
Vidant Medical Center  March 2012 - March 2013
Wells Fargo Advisors   August 2011 - February 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Photoshop, Windows, HTML, Inventory Management, Leadership, Social Media, Sales, Social Media Marketing, Event Management, Management, Data Entry, Marketing Communications, Retail, Office Management, Leadership Development, Research, Marketing

Education
East Carolina University - College of Business   2007 — 2011
Bachelor of Science (B.S.), Small Business Management and Entrepreneurship

Jim Kyle Jim Kyle Fayetteville, North Carolina Details
Jim Kyle's Wells Fargo Advisors Experience January 2009 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2009 - Present
Merrill Lynch  1990 - 2009
The Fayetteville Observer  1979 - 1990
The Daily Reflector  1976 - 1979

Skills
Investments, Leadership, Financial Advisory, Fixed Annuities, Retirement Planning, Finance, Securities, Mutual Funds

Education
East Carolina University   1972 — 1976
Bachelor of Arts (BA), Political Science/Journalism

Kristen Flack Kristen Flack Greater St. Louis Area Details
Kristen Flack's Wells Fargo Advisors Experience April 2013 - Present
Job Officer; Sales Advisory Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2013 - Present
Wells Fargo Advisors   March 2012 - April 2013
Scottrade  November 2010 - May 2012
Scottrade  November 2009 - January 2011
Scottrade  September 2008 - January 2010
Scottrade  January 2006 - September 2008

Skills
Investments, SEO, CRM, Marketing Strategy, Marketing, Analytics, Google Analytics, Management, Social Media, Project Management, Customer Service, Marketing Research, Omniture, Finance, Product Development

Education
Eastern Michigan University   2003 — 2008
B.B.A., Marketing

Thomas Nehez PMP Thomas Nehez PMP Williamsburg, Virginia Details
Thomas Nehez PMP's Wells Fargo Advisors Experience February 2014 - May 2014
Job Project Manager
Industry Information Technology and Services
Experience
Ferguson Enterprises  2012 - Present
Wells Fargo Advisors   February 2014 - May 2014
PC Connection  April 2011 - July 2012
BCBSMA  March 2008 - April 2011
Liberty Mutual  July 2005 - July 2007
Axcelis Technologies  June 2000 - July 2005

Skills
Cross-functional Team..., SDLC, Business Process..., PMO, Project Management, Management, Risk Management, Team Building, Resource Management, Data Warehousing, Contract Management, Strategic Planning, Enterprise Software, Vendor Management, Product Management, PMP

Education
Eastern Nazarene College   2000 — 2005
Bachelor of Science (BS), Business Administration and Management, General

Lakeland Community College   1971 — 1973

Andrew Robson Andrew Robson Charlotte, North Carolina Details
Andrew Robson's Wells Fargo Advisors Experience May 2015 - Present
Job Client Associate Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2015 - Present
Trade Street Consulting  June 2014 - March 2015
Charlotte Bobcats  October 2013 - May 2014

Skills
Event Planning, Event Management, Management, Research, Marketing, Business Analysis, Events Coordination

Education
Elon University
Bachelor of Arts

Douglas S. Freeman High School
Diploma

Nicholas Fraser Nicholas Fraser Charlotte, North Carolina Details
Nicholas Fraser's Wells Fargo Advisors Experience July 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2013 - Present

Education
Elon University
Bachelor of Arts (B.A.)

The Bolles School

Bryan S. Bryan S. Richmond, Virginia Details
Bryan S.'s Wells Fargo Advisors Experience December 2011 - April 2012
Job Realtor & Staff Accountant
Industry Financial Services
Experience
Larry King Realty   September 2015 - Present
Contractor  December 2013 - Present
YMCA  October 2010 - Present
Genworth Financial  December 2012 - August 2013
Wells Fargo Advisors   December 2011 - April 2012
McGuireWoods  October 2007 - August 2011
AECOM  November 2004 - June 2007

Skills
Payroll, Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Auditing, Budgets, Sarbanes-Oxley Act, Finance, Fixed Assets, Invoicing, Marketing

Education
East Carolina University   2001 — 2004
Bachelor of Science (BS), Economics

Shannon Van Dusen Shannon Van Dusen Johnson City, Tennessee Details
Shannon Van Dusen's Wells Fargo Advisors Experience April 2014 - Present
Job Owner & Author at Bake.Frost.Repeat
Industry Consumer Services
Experience
Wells Fargo Advisors   April 2014 - Present
Bake.Frost.Repeat   April 2010 - Present
IW Financial  July 2013 - December 2013
Corporate Board Member, an NYSE Euronext Company  May 2008 - December 2012
Georgia Department of Human Resources  April 2005 - April 2008
Hutcheson Medical Center  January 2003 - April 2005

Skills
Research, Interviews, Food, Databases, Hospitals, Social Media, Medicaid, Public Speaking, Editing, Market Research, Microsoft Office, Leadership, Blogging, Strategic Planning, Event Planning, Social Media Marketing

Education
East Tennessee State University   1994 — 1998
Bachelor of Science (B.S.), Dietetics/Dietitian

Michael Gummelt, CFP® Michael Gummelt, CFP® Myrtle Beach, South Carolina Details
Michael Gummelt, CFP®'s Wells Fargo Advisors Experience May 2006 - April 2014
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   April 2014 - Present
Wells Fargo Advisors   May 2006 - April 2014
Merrill Lynch  October 1995 - June 2006
American Express  October 1992 - October 1995

Education
Montclair State University   1988 — 1991
Bachelor of Science Degrees, in the fields of Accounting, Finance, and Economics, 3.86 GPA - Graduated with Honors on the Dean's List

Dunwoody College of Technology   1972 — 1974
Certification, Master Baker & Pastry Chef

David Best David Best Charlotte, North Carolina Area Details
David Best's Wells Fargo Advisors Experience September 1996 - Present
Job Senior Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 1996 - Present

Skills
Investment Strategies, Mutual Funds, Investments, Finance, Insurance, Strategic Planning, Financial Analysis, Retirement, Fixed Annuities, Securities, IRAs, Fixed Income, 401k Rollovers

Education
Gardner-Webb University   1993 — 1995
Master of Business Administration (M.B.A.)

East Carolina University   1979 — 1983
Bachelor of Science (B.S.), Management

Nicholas William Bailey Nicholas William Bailey Raleigh-Durham, North Carolina Area Details
Nicholas William Bailey's Wells Fargo Advisors Experience December 2006 - May 2012
Job Composer for Television/Film
Industry Music
Experience
Influence Music Publishing   January 2007 - Present
Trailblazer Studios  March 2015 - Present
Zodiak New York  May 2014 - March 2015
Lightbox  August 2014 - October 2014
P C Sound   January 2008 - May 2012
Wells Fargo Advisors   December 2006 - May 2012
Live Nation  2011 - 2012
Pitt County Chamber of Commerce   January 2007 - January 2008
Peasants Cafe   2002 - 2006
East Carolina University Telefund   2002 - 2003

Skills
Television, Film, Press Releases, Music, Social Media, Event Planning, Public Relations, Social Networking, Video, Photography, Entertainment

Education
East Carolina University   1999 — 2002
BA, Public Relations/Art/English

Michael Teich Michael Teich Merrick, New York Details
Michael Teich's Wells Fargo Advisors Experience June 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2015 - Present
The Hain Celestial Group  May 2014 - August 2014
Campus Protein  November 2012 - July 2014
Campus Protein  June 2013 - August 2013
Campus Socialite Media  April 2011 - June 2011

Education
Emory University   2011 — 2015
Bachelor’s Degree, Economics

John F. Kennedy High School   2007 — 2011

Gail Flamer Gail Flamer Seattle, Washington Details
Gail Flamer's Wells Fargo Advisors Experience March 2000 - November 2011
Job Temporary Portfolio Administration Support at KeyBank
Industry Financial Services
Experience
KeyBank  October 2014 - Present
Seacap Investment Advisors   March 2013 - August 2013
Wells Fargo Advisors   March 2000 - November 2011
Marshall and Sullivan   1998 - 2000
GNA Securities/GE Capital   1991 - 1998
National Securites   1989 - 1991

Skills
Beta Host, Smart Station/Wisdom, Axys, Hogan, Righfax, Securities, Mutual Funds, Portfolio Management, Advent

Education
Eastern Washington University   1976 — 1980
B.A., Business Merchandising

Cheney High School   1972 — 1976
general studies

Laura Leader Laura Leader Greater New York City Area Details
Laura Leader's Wells Fargo Advisors Experience 2004 - 2008
Job Office Manager at Leader Landscaping LLC
Industry Design
Experience
Leader Landscaping LLC   2008 - Present
NP School District   October 2009 - September 2011
Wells Fargo Advisors   2004 - 2008

Skills
Customer Service, Microsoft Excel

Education
Emporia State University
MS, Health, Physical Education & Recreation

Paul Smith's College
BS, Recreation, Adventure Travel & Ecotourism

Bob Barber Bob Barber Greenville, South Carolina Details
Bob Barber's Wells Fargo Advisors Experience 1996 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   1996 - Present
Dean Witter Reynolds Inc.  1985 - 1996
Southern Bank and Trust   1980 - 1985

Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Securities, Investment Strategies, Alternative Investments, Finance, Financial Services

Education
East Carolina University   1976 — 1980
Bachelor of Science (BS), Business Administration

Hendersonville High School -- Hendersonville, NC

Mickey Thomas Mickey Thomas Davidson, North Carolina Details
Mickey Thomas's Wells Fargo Advisors Experience February 2008 - June 2010
Job Founder at Universitas Financial Services
Industry Financial Services
Experience
Universitas Financial Services   October 2014 - Present
Principal Financial Group  September 2014 - Present
TIAA-CREF  February 2012 - April 2013
Wells Fargo Advisors   February 2008 - June 2010
Smith Barney  August 2001 - February 2008
WACHOVIA SECURITIES  September 1990 - August 2001
YMCA OF GREATER  August 1987 - September 1990

Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Income Protection, Informal Business..., Key Person Insurance, Long-Term Care Insurance, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance, College Funding...

Education
University of Tennessee-Knoxville   1979 — 1981
MS, Interdisciplinary

Emory and Henry College   1975 — 1979
BA, Interdisciplinary

Janet Batts Janet Batts Richmond, Virginia Details
Janet Batts's Wells Fargo Advisors Experience November 2014 - Present
Job AML Compliance Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   November 2014 - Present
VCU Division of Hematology, Oncology & Palliative Care at Massey Cancer Center   May 2009 - October 2014
VCU Health System  2009 - 2014
VCU Health System  2009 - 2014
VCU Health System  2009 - 2014
Wachovia Securities Financial Network  2005 - 2007
Wachovia Securities Financial Network  2005 - 2007
Circuit City Corporate Office   2002 - 2003
Circuit City Corporate Office   2002 - 2003

Skills
Medical Terminology, Healthcare, Spanish interpreter, Healthcare Management, HIPAA, Medical Records, AML, Epic Systems, Customer Service, Microsoft Excel, Nursing, Outlook, Software Documentation, Administrative..., Teamwork, Project Management, Access, Budgets, Microsoft Word, PowerPoint, Research

Education
Virginia Commonwealth University   2014 — 2018
Bachelor's Degree, Spanish Language and Literature

New Britain High School   1988 — 1992

J Sargeant Reynolds Community College
Registered Nursing/Registered Nurse

ECPI University
Associate's degree, Health and Medical Administrative Services

Philip K Jefferson Philip K Jefferson Greensboro/Winston-Salem, North Carolina Area Details
Philip K Jefferson's Wells Fargo Advisors Experience June 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 2009 - Present
CCB and then Sun Trust Bank   December 1995 - June 2009
NCF Financial Corp.   2000 - 2004
Jefferson Pilot Financial  1993 - 1995

Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Insurance, Retirement, Bonds, Risk Management, High Net Worth..., Securities, Annuities, Stocks, Asset Allocation, Investment Planning, Life Insurance

Education
East Carolina University   1985 — 1989
BS, Urban & Regional Planning

North Forsyth   1983 — 1985
High School

Carver High School   1981 — 1983
High School

Samantha McDevitt Samantha McDevitt Greensboro/Winston-Salem, North Carolina Area Details
Samantha McDevitt's Wells Fargo Advisors Experience July 2010 - March 2011
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2014 - Present
Wells Fargo Advisors, LLC  March 2011 - June 2014
Wells Fargo Advisors   July 2010 - March 2011
HPU Academic Services   August 2008 - August 2010
CVS Caremark  May 2009 - August 2009

Skills
Time Management, Marketing, Microsoft Word, Microsoft Excel, Finance, Customer Service, Marketing Communications, Training

Education
High Point University   2007 — 2011
Bachelor's degree, Finance & Marketing

High Point University, High   2007 — 2011
B.S; B.S, Marketing; Finance

Edison Community College   2006 — 2007
Dual Enrollment, General Education Requirements

Fort Myers High School   2003 — 2007
High School Diploma

Julie Goodman Julie Goodman Charlotte, North Carolina Area Details
Julie Goodman's Wells Fargo Advisors Experience April 2010 - October 2010
Job Financial Aid & VA Counselor at RowanCabarrus Community College
Industry Higher Education
Experience
Rowan-Cabarrus Community College  April 2013 - Present
The Keith Corp.  October 2010 - March 2013
Wells Fargo Advisors   April 2010 - October 2010
Wells Fargo Advisors   May 2007 - April 2010
Make-A-Wish Foundation  December 2006 - April 2007

Skills
Microsoft Office, Customer Service, Public Speaking, Sales, Microsoft Excel, Access, Budgets, Community Outreach, Account Management, Contract Negotiation, Customer Satisfaction, Data Entry, Event Planning, Facilities Management, Fundraising, Inventory Management, Leadership, Marketing, Microsoft Word, Negotiation, Operations Management, Nonprofits, PowerPoint, Process Scheduler, Program Development, Property Management, Public Relations, Real Estate, Retail, Social Media, Social Media Marketing, Team Building, Time Management

Education
University of North Carolina at Charlotte   2004 — 2007
Bachelor of Arts, Communication Studies

East Carolina University   2002 — 2004

Durwayne Link Durwayne Link Charlotte, North Carolina Area Details
Durwayne Link's Wells Fargo Advisors Experience 2014 - 2015
Job Messer Financial (Independent Broker)
Industry Financial Services
Experience
Wells Fargo Advisors   2014 - 2015
Messer Financial Group  2013 - 2014
TIAA-CREF  September 2011 - June 2013
HD Vest Financial Services  February 2007 - September 2011
Bank of America  January 2000 - March 2003
First Union Brokerage Services  March 1999 - September 2001

Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Fixed Annuities, Strategic Financial..., Series 6, IRAs, 401k, Investment Advisory, Financial Planning

Education
Elizabeth City State University

Stan Hadam Stan Hadam Greater Philadelphia Area Details
Stan Hadam's Wells Fargo Advisors Experience January 2000 - August 2014
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2014 - Present
Wells Fargo Advisors   January 2000 - August 2014
Prudential Securities  April 1997 - January 2000
Prudential Securities  March 1996 - April 1997

Skills
Retirement Planning, Financial Advisory, Financial Analysis, Asset Allocation, Management, Wealth Preservation..., Retirement Plan..., 401 K Rollovers, Series 63, 401k, Investments, Series 65, FINRA, Investment Advisory, Alternative Investments, Retirement, Securities, Employee Benefits, Finance, Mutual Funds, Wealth Management, Financial Services, Investment Strategies, Series 24, Portfolio Management

Education
Hofstra University   1973 — 1975
Bachelor of Business Administration (B.B.A.), Marketing

Duquesne University   1971 — 1973
Business Administration

South Plainfield High School   1967 — 1971

Lori Riley, M.A. Lori Riley, M.A. Greater St. Louis Area Details
Lori Riley, M.A.'s Wells Fargo Advisors Experience June 2011 - Present
Job Assistant Vice President Learning and Development Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors   June 2011 - Present

Skills
Leadership Development, Coaching, Leadership, Talent Management, Performance Management, Employee Engagement, Organizational..., Organizational..., Change Management, Human Resources, Human Resource..., Employee Recognition, Employee Training, Onboarding, Instructional Design, Workshop Facilitation

Education
Webster University
Master of Arts (M.A.), Human Resources Management, 4.0

Webster University
Master of Arts (M.A.), Human Resources Development, 4.0

Eastern Illinois University
B.A, Psychology, 4.0 Major/3.71 overall

Taylor Townes Taylor Townes Greensboro/Winston-Salem, North Carolina Area Details
Taylor Townes's Wells Fargo Advisors Experience May 2013 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2013 - Present
First Tennessee Bank  June 2003 - April 2013

Skills
Investments, Retirement Planning, Asset Allocation, Financial Analysis, Mutual Funds, Alternative Investments, Equities, Securities, Fixed Income, Wealth Preservation..., Estate Investment...

Education
Elon University - Martha and Spencer Love School of Business
MBA

Virginia Tech
Bachelor of Science, Management

Alan Williamson Alan Williamson New York, New York Details
Alan Williamson's Wells Fargo Advisors Experience March 2010 - June 2013
Job Director, Financial Crime Compliance, Barclays Wealth and Investment Management, Americas
Industry Financial Services
Experience
Barclays Wealth and Investment Management, Americas   June 2013 - Present
Wells Fargo Advisors   March 2010 - June 2013
KPMG Advisory  December 2008 - February 2010
HSBC  August 2006 - December 2008
Merrill Lynch  April 1994 - August 2006
Morvillo Abramowitz Grand Iason Anello & Bohrer  August 1989 - April 1994

Skills
Investigations, AML, Compliance, Investment Banking, Banking, Fraud, Private Banking, Securities

Education
New York University School of Law   1986 — 1989
JD, Law

Emory University   1974 — 1976
BA, Humanities

Georgia Institute of Technology   1971 — 1973
Mathematics

Jessica Burbrink Jessica Burbrink South Bend, Indiana Area Details
Jessica Burbrink's Wells Fargo Advisors Experience 2008 - 2013
Job Registered Financial Consultant
Industry Financial Services
Experience
The Patzer Group, LLC   2013 - Present
Wells Fargo Advisors   2008 - 2013
A.G. Edwards   2001 - 2008

Education
Indiana University Bloomington   1985 — 1988
BA, Sociology

Indiana University South Bend   1984 — 1985
Business

Earlham College   1983 — 1984
transfer, Biology

Lawrence Weisman Lawrence Weisman Jacksonville, Florida Area Details
Lawrence Weisman's Wells Fargo Advisors Experience September 2015 - Present
Job First Vice President Wealth Management at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2015 - Present
Janney Montgomery Scott LLC  May 2013 - September 2015
Janney Montgomery Scott  September 2004 - May 2013
McDonnell Douglas  1985 - 1991

Skills
Wealth Management, Series 7, Finance, Securities, Financial Services, Series 63, Financial Advisory, Bonds, Options, Wealth Management..., Strategic Financial..., Portfolio Management, Asset Management, Asset Allocation, Retirement, Investment Advisory

Education
Embry-Riddle Aeronautical University   1982 — 1985
BSAE, Aeronautical Engineering

Billy Bridgeman Billy Bridgeman Spartanburg, South Carolina Details
Billy Bridgeman's Wells Fargo Advisors Experience March 2009 - October 2010
Job at Dixon Hughes Goodman Wealth Advisors LLC
Industry Investment Management
Experience
Dixon Hughes Goodman Wealth Advisors LLC  November 2010 - Present
Wells Fargo Advisors   March 2009 - October 2010
A. G. Edwards & Sons, Inc   March 2007 - February 2009

Education
East Tennessee State University   1976 — 1979
BS, Chemistry

Spartanburg High School

Chantale Mohrmann Chantale Mohrmann Saint Louis, Missouri Details
Chantale Mohrmann's Wells Fargo Advisors Experience January 2014 - Present
Job Accountant
Industry Accounting
Experience
Wells Fargo Advisors   January 2014 - Present
CNA Insurance  April 2010 - October 2013
CNA Insurance  June 2008 - April 2010
CNA Insurance  June 2007 - June 2008

Skills
Financial Reporting, Sarbanes-Oxley Act, Investments, Accounting, Analysis

Education
Eastern Illinois University   2002 — 2007
Master in Business Administration, Accountancy Concentration

Ryan Cooke, CFP® Ryan Cooke, CFP® Greensboro/Winston-Salem, North Carolina Area Details
Ryan Cooke, CFP®'s Wells Fargo Advisors Experience July 2012 - October 2013
Job Registered Client Service Associate at BB&T Scott & Stringfellow
Industry Financial Services
Experience
BB&T Scott & Stringfellow   October 2013 - Present
Wells Fargo Advisors   July 2012 - October 2013

Skills
Series 7, Series 66, Certified Financial...

Education
Elon University - Martha and Spencer Love School of Business   2005 — 2009
Bachelor of Arts (B.A.), Economics

Daniel Kao Daniel Kao New York, New York Details
Daniel Kao's Wells Fargo Advisors Experience September 2011 - December 2011
Job Launch at DoorDash
Industry Internet
Experience
DoorDash  April 2015 - Present
Square  August 2014 - April 2015
Open Canal Inc.   June 2013 - May 2014
New York University  August 2012 - May 2014
New York University  January 2011 - May 2014
Wells Fargo Advisors   September 2011 - December 2011
National Securities  June 2011 - August 2011
Witter Asset Management  February 2011 - May 2011

Skills
Public Speaking, Entrepreneurship, Team Leadership, PowerPoint, Idea Generation, Management

Education
New York University - Leonard N. Stern School of Business
Bachelor's, Management, Social Entrepreneurship

East China Normal University
Study Abroad, Chinese Language, Marketing, US-China Politics, Management

John Winkenwerder John Winkenwerder Atlanta, Georgia Details
John Winkenwerder's Wells Fargo Advisors Experience May 2011 - June 2011
Job J.D. Candidate at Emory University School of Law
Industry Law Practice
Experience
Roberts & Stevens Attorneys at Law  July 2015 - August 2015
Hasson Law Group, P.C.   May 2015 - June 2015
McAngus Goudelock & Courie  August 2013 - July 2014
Wells Fargo Advisors   May 2011 - June 2011

Skills
Team Leadership, Public Speaking, Market Research, Case Analysis, Report Writing, Office Administration, Social Media, Legal Research, Leadership, Research, Social Networking, Teamwork, Legal Writing, Westlaw

Education
Emory University School of Law   2015 — 2017
J.D. Candidate

University of South Carolina-Columbia   2009 — 2013
Bachelor of Science (B.S.), Business Administration, Marketing and Management

Chang Sun Chang Sun Syracuse, New York Area Details
Chang Sun's Wells Fargo Advisors Experience July 2015 - September 2015
Job Passed all 3 CFA exams | MSF in Syracuse University | Financial Modeling | Looking for Financial Analyst Position
Industry Financial Services
Experience
Wells Fargo Advisors   July 2015 - September 2015
Syracuse University  August 2014 - May 2015
CFA Institute  November 2013 - April 2014
China Merchants Bank  June 2013 - August 2013
MassMutual Financial Group  July 2010 - September 2010

Skills
Microsoft Excel, Mutual Funds, Team Leadership, VBA, Financial Modeling, Bloomberg, Equity Valuation, SPSS, EViews, R

Education
Syracuse University - Martin J. Whitman School of Management   2013 — 2015
Master's degree, Finance, General, 3.83/4.00

East China Normal University   2009 — 2013
Bachelor's Degree, Finance, General

Kunal Kishnani Kunal Kishnani New York, New York Details
Kunal Kishnani's Wells Fargo Advisors Experience May 2013 - August 2013
Job Analyst at Axovant Sciences, Inc.
Industry Biotechnology
Experience
Axovant Sciences, Inc.   May 2015 - Present
Dell  June 2014 - August 2014
InvestiQuant, Inc.   June 2014 - August 2014
Wells Fargo Advisors   May 2013 - August 2013
Elon University  2012 - 2013

Skills
Facebook, Leadership, Phone Etiquette, Research, Microsoft Office, Microsoft Excel, Twitter, Customer Service

Education
Elon University - Martha and Spencer Love School of Business   2011 — 2015
Bachelor of Science in Business Administration (B.S.B.A), Finance

Durham Academy   2007 — 2011

Eric Park, CFP®, PhD Eric Park, CFP®, PhD Washington, Missouri Details
Eric Park, CFP®, PhD's Wells Fargo Advisors Experience 1982 - 1987
Job CERTIFIED FINANCIAL PLANNER™, CFS®, AIF®, Investment Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial  January 2013 - Present
LPL Financial, The Steamboat Financial Group   1994 - January 2013
Hilliard Lyons  February 1987 - January 1994
Wells Fargo Advisors   1982 - 1987
Pioneer Investments  1981 - 1982

Skills
Investments, Mutual Funds, Securities, Wealth Management, Finance, Asset Allocation, Retirement Planning, Investment Management, Retirement, 401k, Strategic Financial..., Certified Financial..., Asset Management, Fixed Annuities, Financial Advisory, Investment Advisory, Investment Strategies, ETFs, Financial Planning, Economics, 401k Rollovers, Portfolio Management, Personal Financial..., Bonds, Risk Management, Wealth, FINRA, Series 7, Financial Services, Financial Analysis, Alternative Investments, Equities, Management, Fixed Income, Banking, Wealth Management..., Capital Markets, IRAs, Options, Life Insurance, Public Speaking, Due Diligence, Team Leadership, Small Business, Financial Risk

Education
University of Missouri-Columbia
PhD, Economics, Consumer, Investments & Finance

The American College
M.S, Finance and Financial Management Services

University of Missouri-Columbia
M.S, Personal Financial Planning

Lindenwood University
BS, Business & Economics, Summa Cum Laude

East Central College
Associate of Science (A.S.), Business Administration and Management, General

DJ McCullough DJ McCullough Greater Chicago Area Details
DJ McCullough's Wells Fargo Advisors Experience March 2000 - Present
Job Senior Vice President Investment Officer McCullough Investment Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2000 - Present

Skills
Retirement Planning, Portfolio Management, Financial Analysis, Marketing Strategy, Customer Service, Project Management

Education
Eastern Illinois University

David Seifers, CLU®, ChFC® David Seifers, CLU®, ChFC® Greater Minneapolis-St. Paul Area Details
David Seifers, CLU®, ChFC®'s Wells Fargo Advisors Experience April 2013 - Present
Job Vice President, Insurance Marketing
Industry Financial Services
Experience
Wells Fargo Advisors   April 2013 - Present
Ameriprise Financial Services, Inc.   January 2011 - November 2012
Ameriprise Financial Services, Inc.   January 2009 - January 2011
H&R Block Financial Advisors  May 2007 - January 2009
H&R Block Financial Advisors  May 2005 - May 2007
H&R Block Financial Advisors  September 2003 - May 2005
Edward Jones  May 2002 - August 2003
Waddell & Reed  June 2000 - May 2002

Skills
Product Management, Product Development, Product Marketing, Variable Annuities, Retirement Planning, Financial Services, Life Insurance, Leadership, DTC, AnnuityNet, ThomsonOne, Operations Management, CLU, Sales, Strategy, Mutual Funds, Wealth Management, Retirement, Finance, FINRA, Wealth, Fixed Annuities, Bonds, Analysis, Recruiting, Marketing, Integration, Series 63, Management, Investments, Insurance, Cross-functional Team..., Series 7, Strategic Planning

Education
Park University
Business Administration, Finance

Embry-Riddle Aeronautical University
Civil Engineering

Alana Sanchez Alana Sanchez Greater St. Louis Area Details
Alana Sanchez's Wells Fargo Advisors Experience April 2014 - Present
Job PCG Market Administrator at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2014 - Present
Wells Fargo Advisors   April 2012 - April 2014
Wells Fargo Advisors   May 2010 - April 2012
Wells Fargo Advisors   October 2007 - May 2010
AG Edwards & Sons, Inc   April 2006 - October 2007
Omni William Penn Hotel  November 2004 - April 2006
Powell & Company, Inc   May 2001 - August 2001

Skills
Financial Analysis, Mutual Funds, Call Center, Financial Services, Series 7

Education
Duquesne University   1998 — 2001
B.S.B.A., Finance and Investment Management

Robert Hartnett Robert Hartnett Atlanta, Georgia Details
Robert Hartnett's Wells Fargo Advisors Experience 2011 - 2012
Job Sutherland & Perennials Sales Specialist at David Sutherland Inc.
Industry International Affairs
Experience
David Sutherland Inc.  July 2015 - Present
Jim Thompson America, Inc.   October 2012 - Present
Wells Fargo Advisors   2011 - 2012

Skills
Client Liaison, corperate event planning, Inter-personal, Public Relations, Social Skills

Education
University of North Carolina at Wilmington   2005 — 2009
Bachelor's degree, International Relations and Affairs

Emory University

Jazmie Spencer Jazmie Spencer Dallas, Texas Details
Jazmie Spencer's Wells Fargo Advisors Experience July 2011 - April 2012
Job Bankruptcy Specialist
Industry Banking
Experience
Raytheon  March 2015 - Present
Citi Bank  April 2012 - September 2014
Wells Fargo Advisors   July 2011 - April 2012

Skills
Financial Services, Banking, Loans, Loan Servicing, Mortgage Banking, Retail Banking

Education
El Centro College   2002 — 2003
Associate's degree, Accounting and Business/Management

Irene Grendel Irene Grendel Spokane, Washington Area Details
Irene Grendel's Wells Fargo Advisors Experience August 2015 - Present
Job at
Industry Financial Services
Experience
Wells Fargo Advisors   August 2015 - Present
Sterling Investment Group / LPL Financial   January 2014 - July 2015
Charles Schwab  July 2012 - January 2014
Carrington College  December 2010 - October 2011
American General Finance  October 2007 - December 2010

Skills
Financial Services, Management, Customer Service, Sales, Leadership, Insurance, Banking, FINRA, Securities, Investments, Public Speaking, Social Networking

Education
Eastern Washington University   2000 — 2004
Bachelor's Degree, Business Administration and Management, General

Chrystal Lewis Chrystal Lewis Charlotte, North Carolina Area Details
Chrystal Lewis's Wells Fargo Advisors Experience October 2014 - May 2015
Job Pentegra Retirement services
Industry Financial Services
Experience
Pentegra Retirement Services  July 2015 - Present
Wells Fargo Advisors   October 2014 - May 2015
Wells Fargo  January 2013 - February 2015
Fifth Third Bank  March 2012 - January 2013
Wells Fargo  April 2010 - October 2011

Skills
Retirement Planning, Banking, Investments, Finance, Customer Service, Insurance, Sales, Mutual Funds, Life Insurance, Retirement, Financial Services, 401k

Education
ECPI University
Criminal Justice/Safety Studies

Nicholas Filippelli Nicholas Filippelli Richmond, Virginia Area Details
Nicholas Filippelli's Wells Fargo Advisors Experience August 2011 - October 2012
Job Store operations associate for tmobile
Industry Information Technology and Services
Experience
T-Mobile  April 2014 - Present
Columbia Gas of Virginia  October 2013 - February 2014
CarMax  August 2013 - August 2013
Dell  March 2013 - April 2013
DGA  2013 - 2013
Wells Fargo Advisors   August 2011 - October 2012
Ektron  February 2011 - March 2011

Skills
Troubleshooting, Computer Hardware, Windows 7, Customer Service, Microsoft Office, Performance Tuning, HTML, PHP, Adobe Creative Suite, windows xp, AJAX, ASP.NET, XHTML, Joomla, Wordpress, Drupal, Windows Vista, Visual Basic, Software Documentation, WordPress, System Administration, Access, Web Development, SharePoint, CSS, XP, Windows Server, Visio, Operating Systems, Network Administration, Technical Support, Active Directory

Education
ECPI College of Technology   2007 — 2010
Bachelors Degree, Web development and computer repair

Bill Boltralik Bill Boltralik Greater St. Louis Area Details
Bill Boltralik's Wells Fargo Advisors Experience June 2014 - August 2014
Job QA Test Manager at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank   December 2014 - Present
Wells Fargo Advisors   June 2014 - August 2014
Bank of America  February 2011 - November 2013
Express Scripts  June 2010 - December 2010
Wells Fargo Home Mortgage  September 2006 - May 2009
Wells Fargo Home Mortgage  January 2006 - September 2006
Monsanto  2003 - 2005
Mastercard International, Inc.   2002 - 2003
A.G. Edwards & Sons, Inc.   2000 - 2002
Intertech Management Group, Inc   2000 - 2000

Skills
Process Improvement, SDLC, Requirements Analysis, Business Analysis, Risk Management, Quality Assurance, Cross-functional Team..., Visio, Project Management, Analysis, Program Management, Vendor Management, Data Warehousing, Agile Methodologies, Testing, Strategic Planning, Leadership, PMO

Education
Embry-Riddle Aeronautical University   1986 — 1988
MAS, Master of Aeronautical Science

The University of Texas at Arlington   1974 — 1979
BS, Chemistry

U.S. Army Aviation Center

Robert Sartori Robert Sartori Mystic, Connecticut Details
Robert Sartori's Wells Fargo Advisors Experience September 2010 - Present
Job Senior Vice President Senior Fundamental Choice Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2010 - Present
Morgan Stanley  1996 - 2010

Skills
Financial Services, Portfolio Management, Wealth Management, Mutual Funds, Investments, Finance, Securities, Asset Allocation, Asset Management, Financial Analysis, Financial Planning, Financial Advisory, Series 63, Alternative Investments, Retirement Planning, Series 7

Education
Eastern Connecticut State University   1984 — 1987
Bachelor of Science (B.S.), Psychology

Matthew J Peters Matthew J Peters Evanston, Illinois Details
Matthew J Peters's Wells Fargo Advisors Experience March 2012 - July 2015
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2015 - Present
Wells Fargo Advisors   March 2012 - July 2015
Illini Nissan   June 2001 - February 2012

Skills
Insurance, Investments, Financial Analysis

Education
Eastern Illinois University   2007 — 2010
B.S. Business, Finance & Business Administration

Tony Pleasant Tony Pleasant Robinson, Illinois Details
Tony Pleasant's Wells Fargo Advisors Experience January 2015 - April 2015
Job Trust Department at First Robinson Savings Bank, N.A.
Industry Banking
Experience
First Robinson Savings Bank, N.A.   May 2015 - Present
Wells Fargo Advisors   January 2015 - April 2015
Coles Together   June 2006 - September 2014
Coles County Regional Planning   January 2003 - May 2006

Skills
Economic Development, Public Speaking, Strategic Planning, Community Development, Nonprofits, Real Estate, AutoCAD, ArcView, ArcMap, Teaching, Project Management, QuickBooks, Finance, Tax Analysis, Business Development, Business Strategy, Budgets, Public Policy, Community Outreach

Education
Eastern Illinois University   2003 — 2006
Bachelor's degree, Geography, Earth Science & GIS and Spatial Analysis

Corey Holden Corey Holden Richmond, Virginia Area Details
Corey Holden's Wells Fargo Advisors Experience July 2011 - March 2012
Job IT Professional, Astrophotographer, Active Musician
Industry Information Technology and Services
Experience
SyCom Technologies  April 2012 - Present
Wells Fargo Advisors   July 2011 - March 2012
James River Insurance Company  September 2009 - July 2011
Wachovia Securities Financial Network  February 2008 - September 2009
CBIZ Network Solutions  February 2003 - February 2008
Capital One  January 1999 - March 2002

Skills
Windows Server, Microsoft Exchange, Troubleshooting, Servers, Networking, Windows 7, Hardware, VPN, Project Management, A+ Certified, Switches, Microsoft Certified..., Printers, Symantec Antivirus, Network+, SCCM, Security+ Certified, Network+ Certified, Citrix, Active Directory..., Office 2010, Cisco VPN, Certifications, VMware Player, Control-M, LogMeIn, Barracuda Spam Filter, Barracuda Spam Firewall, Microsoft Office 2013, Microsoft Office 365, Continuum, Acoustic Guitar, Electric Guitar, Observational Astronomy, Telescope, Photoshop, Astrophotography, Cisco IOS, CCENT, CCNA

Education
ECPI College of Technology
Associate's degree, Computer Science

Beth Marshall Beth Marshall Charlotte, North Carolina Area Details
Beth Marshall's Wells Fargo Advisors Experience July 2003 - May 2007
Job Operational Risk Consultant, VP Wholesale Operational Risk & Compliance
Industry Financial Services
Experience
Wells Fargo  August 2012 - March 2015
Wells Fargo  September 2010 - August 2012
Wells Fargo  May 2007 - September 2010
Wells Fargo Advisors   July 2003 - May 2007
GE Capital  January 2001 - April 2003
GE Capital  January 1998 - February 2001
Centura Bank  April 1993 - September 1997

Skills
Risk Management, Portfolio Management, Financial Services, Credit, Relationship Management, Process Improvement, Strategic Leadership, Financial Risk, Retail Banking, Cross Selling, Mergers, Strategy, Mergers & Acquisitions, Management

Education
Elon University   1978 — 1980
BA, Business Adminstration

St. Mary's Jr. College, Raleigh, NC   1976 — 1978
AA, General Studies

Alex Chun Alex Chun Atlanta, Georgia Details
Alex Chun's Wells Fargo Advisors Experience June 2009 - August 2009
Job Associate Business Consultant at Meteorix
Industry Automotive
Experience
Meteorix  March 2015 - Present
Porsche Cars North America  July 2014 - February 2015
Porsche Cars North America  January 2014 - July 2014
Emory University  January 2012 - December 2013
Wells Fargo Advisors   June 2009 - August 2009

Skills
Microsoft Office, Research, PowerPoint, Customer Service, Microsoft Excel, Fundraising, Microsoft Word, Coaching

Education
Emory University
Bachelor of Arts (BA), Economics

Georgia State University
Master of Science (MS), Sport and Fitness Administration/Management

Debbie Everly Debbie Everly Bullhead City, Arizona Details
Debbie Everly's Wells Fargo Advisors Experience March 2009 - October 2009
Job Mortgage Loan Officer/Consultant
Industry Financial Services
Experience
Academy Mortgage Corporation  June 2010 - Present
Bank of America  October 2009 - June 2010
Wells Fargo Advisors   March 2009 - October 2009
America's Mortgage  October 2001 - March 2009
Clarion Mortgage Capital  January 1996 - September 2001

Skills
Residential Mortgages, Mortgage Planning, Real Estate Investment

Education
El Camino College
AA, Accounting

Long Beach State
Accounting

Joel Stocks Joel Stocks Greenville, North Carolina Details
Joel Stocks's Wells Fargo Advisors Experience March 2009 - December 2009
Job Controller at ECU Medical & Health Sciences Foundation and ECU Alumni Association
Industry Accounting
Experience
ECU Medical & Health Sciences Foundation and ECU Alumni Association   September 2015 - Present
Dixon Hughes Goodman LLP  August 2012 - August 2015
Cherry, Bekaert & Holland   August 2011 - July 2012
East Carolina University  January 2010 - May 2011
Wells Fargo Advisors   March 2009 - December 2009

Skills
Research, Microsoft Office, Excel, Adobe Acrobat, Accounting, Auditing, Microsoft Excel, Financial Reporting, Financial Accounting, GAAP, Internal Controls

Education
East Carolina University - College of Business   2010 — 2011
MSA, Accounting

East Carolina University - College of Business   2006 — 2009
BSBA, Accounting and Finance

Matthew Hand Matthew Hand Greater Boston Area Details
Matthew Hand's Wells Fargo Advisors Experience 2005 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2005 - Present
Merrill Lynch  1998 - 2005

Education
Embry-Riddle Aeronautical University   1988 — 1992
Aviation Business

Chris Hain Chris Hain Merritt Island, Florida Details
Chris Hain's Wells Fargo Advisors Experience June 2009 - February 2013
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   February 2013 - Present
Wells Fargo Advisors   June 2009 - February 2013
Wachovia Securities  May 2007 - May 2009
A.G. Edwards   December 2003 - May 2007
Delta Air Lines  April 2000 - October 2002
US Navy  1982 - 1988

Skills
Finance, Investments, Series 7, Risk Management, Financial Analysis, Retirement Planning, Mutual Funds, Financial Planning, Portfolio Management, Securities, Program Management, Series 63, Strategic Financial..., Asset Allocation, Asset Management

Education
Embry Riddle Aeronautical University-Prescott   1978 — 1982
Bachelor of Science (BS), Aeronautics/Aviation/Aerospace Science and Technology, General

Andrew Grahn Andrew Grahn Louisville, Illinois Details
Andrew Grahn's Wells Fargo Advisors Experience June 2015 - August 2015
Job Recent finance graduate who passed CFP Exam seeking financial services position
Industry Financial Services
Experience
Wells Fargo Advisors   June 2015 - August 2015

Skills
Microsoft Office

Education
Eastern Illinois University   2011 — 2015
Bachelor’s Degree, Finance, General

Kyle Goffredo Kyle Goffredo Herndon, Virginia Details
Kyle Goffredo's Wells Fargo Advisors Experience July 2012 - Present
Job Account Manager Visa Client Support Services
Industry Financial Services
Experience
Visa  May 2013 - Present
Wells Fargo Advisors   July 2012 - Present
Greenville Parks and Rec.   January 2010 - May 2012
American Flooring Network   July 2011 - August 2011

Skills
Personal Finance

Education
East Carolina University   2008 — 2013
Bachelor of Science (BS), Business Administration and Management, General

Ghalib Lalani Ghalib Lalani New York, New York Details
Ghalib Lalani's Wells Fargo Advisors Experience May 2004 - August 2005
Job Juris Doctor
Industry Legal Services
Experience
Suffolk University Law School Intellectual Property Clinic   September 2012 - May 2013
Jekielek & Janis, LLP   June 2011 - August 2012
Law Offices of Vinca Jarrett and Associates  January 2012 - June 2012
Cineyug   January 2008 - July 2009
Wells Fargo Advisors   May 2004 - August 2005

Skills
Legal Writing, Research, Legal Research, Westlaw, Litigation, Lexis, Civil Litigation, Courts, Intellectual Property, Legal Issues, Public Policy, Policy Analysis, Copyright Law, Trials, Trademarks, Mediation, International Law, Criminal Law, Public Speaking, Securities Regulation, Microsoft Office, Motions

Education
Suffolk University Law School   2010 — 2013
Juris Doctor (J.D.), Intellectual Property Law

Emory University   2003 — 2007
Bachelor of Arts (B.A.), History

Sandra Abraham J.D. Sandra Abraham J.D. Charlotte, North Carolina Area Details
Sandra Abraham J.D.'s Wells Fargo Advisors Experience June 2013 - August 2014
Job IRT Client Account Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  September 2014 - Present
Wells Fargo Advisors   June 2013 - August 2014
Wells Fargo  May 2010 - January 2012

Skills
Series 63, Series 6, Employee Benefits, Microsoft Office, Customer Service, Public Speaking, Management, Leadership, Microsoft Word, Legal Research, Retirement, Banking, Event Planning, Risk Management, Finance, Strategic Planning, Project Management, Grant Writing, Financial Services, Investments, Portfolio Management, Financial Analysis, Sales, Research, Data Quality

Education
Charlotte School of Law   2011 — 2014
Doctor of Law (J.D.)

University of North Carolina at Charlotte   2008 — 2010
Master's degree, English

Eastern Michigan University   2004 — 2008
Bachelor's degree

Dan Noble Dan Noble Greater St. Louis Area Details
Dan Noble's Wells Fargo Advisors Experience June 2008 - Present
Job Senior Options Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2008 - Present
A.G. Edwards   January 2005 - June 2008
Bear Stearns & Co.   October 2002 - January 2005
Midland Trading   January 1999 - January 2002
The Arbitrage Group   November 1997 - January 1999
Fred Kolber & Co.   June 1995 - November 1997
Fred Kolber & Co.   March 1992 - June 1995
Lakeshore Securities  September 1990 - March 1992

Skills
Team Leadership, Options, Trading, Risk Management, Equities, Electronic Trading, Series 7, Series 63, Bloomberg, Commodity Markets, FINRA, Capital Markets, Financial Markets, Proprietary Trading, Hedging, Alternative Investments, Derivatives, Financial Analysis, Fixed Income, Investments, Securities, Commodity, Asset Management, Portfolio Management, Hedge Funds, Trading Systems, Equity Trading, Investment Strategies, Equity Derivatives, Investment Advisory, Options Strategies, FX Options, Technical Analysis, ETFs, Mutual Funds, Investment Management, Wealth Management, Series 24, Bonds, Structured Products, Trading Strategies, Stocks, Financial Services, Currency, Financial Risk, Investment Banking, Financial Advisory, Market Risk, Relationship Management, FX trading

Education
Roosevelt University   1996 — 1998
Education

Eastern Illinois University   1986 — 1990
Bachelor of Arts (B.A.), History

Calida Stone Calida Stone Miami/Fort Lauderdale Area Details
Calida Stone's Wells Fargo Advisors Experience May 2011 - February 2014
Job Sr. Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  February 2014 - Present
Wells Fargo Advisors   May 2011 - February 2014
Waddell Group   May 2010 - February 2011
Fortigent, LLC  December 2007 - April 2009
Edelman Financial   January 2007 - December 2007
D.A. Davidson & Co.   November 2004 - December 2006

Skills
Mutual Funds, Analysis, Investments, Financial Analysis, Portfolio Management, Finance

Education
Eastern Washington University   2004 — 2006
Bachelors, Social Science

Nancy Furlow Nancy Furlow Greater St. Louis Area Details
Nancy Furlow's Wells Fargo Advisors Experience November 2012 - Present
Job Operational Risk Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2012 - Present
Wells Fargo (formerly Wachovia Securities/ A. G. Edwards)   October 2009 - November 2012
Wells Fargo Advisors   October 2009 - November 2012
AG Edwards/Wachovia Securities   October 2008 - October 2009
Wachovia Securities  October 2008 - October 2009
A.G. Edwards & Sons   March 2000 - October 2008
AG Edwards  March 2000 - October 2008
A.G. Edwards   March 2000 - October 2008
AG Edwards & Sons, Inc.   March 2000 - October 2008
OSF Healthcare  1993 - 2000

Skills
SDLC, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Vendor Management, SharePoint, Project Management, Systems Analysis, Integration, Business Intelligence, PMO, Software Documentation, Business Requirements, PMP, Unix, IT Strategy, Enterprise Architecture

Education
The University of Texas at San Antonio   1985 — 1986

Eastern Illinois University   1980 — 1984
Bachelor of Science (B.S.), Computational Mathematics

William Tribble William Tribble Richmond, Virginia Details
William Tribble's Wells Fargo Advisors Experience September 2009 - June 2011
Job GBS Strategy and Transformation
Industry Financial Services
Experience
IBM GBS Strategy & Transformation   October 2014 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   2008 - May 2014
Raymond James Financial Inc.  May 2012 - February 2014
PrimeVest Financial Services  July 2011 - October 2011
Wells Fargo Advisors   September 2009 - June 2011
Vanguard  October 2008 - September 2009
LPL Financial  December 2007 - September 2008
First Clearing LLC  August 2006 - December 2007
Wachovia Securities  May 2002 - July 2006

Skills
Financial Services, Analysis, Mutual Funds, Business Analysis, Banking, Finance, Project Management, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Back Office, CRM, Trading, Fixed Income, Business Process..., Integration, Management Consulting, Business Strategy, Capital Markets, Equities, Quality Assurance, Security Operations, Strategic Planning, Change Management, Financial Modeling, Relationship Management, Program Management, Customer Operations, IT Audit, Data Analysis, Business Process..., Data Mapping, Equity Capital Markets, Order Management

Education
East Carolina University   1996 — 2002
Bachelor of Science, Business Administration; Managerial Finance

Tilburg University   2001 — 2002
International Marketing and Strategy

Patrick Loechl Patrick Loechl Greater St. Louis Area Details
Patrick Loechl's Wells Fargo Advisors Experience January 2011 - Present
Job Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2011 - Present
Russell Investment Group  April 2008 - June 2011
Van Kampen Funds  April 2007 - February 2008
Van Kampen Funds  March 2003 - April 2007
Scudder Investments  April 2002 - March 2003

Education
Eastern Illinois University   1998 — 2001
Bachelors

Wheaton North High School   1992 — 1996

Meredith Edison-Billiet Meredith Edison-Billiet Richmond, Virginia Area Details
Meredith Edison-Billiet's Wells Fargo Advisors Experience July 2010 - Present
Job Technology Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2010 - Present
Wells Fargo Advisors   June 2008 - July 2010
Wells Fargo Advisors   September 2003 - June 2008
Capital One  1999 - 2003

Skills
Leadership, Application Lifecycle..., Staff Development, Vendor Management, Business Analysis, Requirements Gathering, Process Improvement, PMO, Business Requirements, Visio, Risk Management, Project Portfolio..., Financial Services, Program Management, PMP, Securities, Software Project..., Integration, Business Intelligence, SDLC

Education
Virginia Commonwealth University   2013 — 2013
Extraordinary Women Leaders Program

The University of Texas at Austin   1997 — 1999
MBA

Emory University   1990 — 1994
BBA, Marketing

Noelle Speers Noelle Speers Greater St. Louis Area Details
Noelle Speers's Wells Fargo Advisors Experience May 2011 - November 2012
Job Project Coordinator at Express Scripts
Industry Investment Management
Experience
Express Scripts  January 2013 - Present
Wells Fargo Advisors   May 2011 - November 2012
Dakkota Integrated Systems  2008 - 2011
Visteon  2000 - 2008
Dynatek  1999 - 2000

Education
Eastern Michigan University   1998 — 2004

Andrea Buchanan Andrea Buchanan Charlotte, North Carolina Area Details
Andrea Buchanan's Wells Fargo Advisors Experience April 2011 - October 2011
Job Tech Project Coordinator at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  August 2014 - Present
Wells Fargo (Insight Global contractor)   May 2013 - April 2014
Wells Fargo (Collabera contractor)   August 2012 - April 2013
Wells Fargo Advisors   April 2011 - October 2011
Wachovia, A Wells Fargo Company  May 2005 - April 2011
Getronics  April 1999 - May 2005
First Union National Bank  August 1998 - March 1999
First Union National Bank  November 1996 - August 1998

Skills
Microsoft Office, Outlook, SharePoint, Lotus Notes, Camtasia, FrontPage, Software Training, Mentoring, Outstanding Customer..., Goal Oriented, Vendor Relationships, Technical Liaison, Organization &..., Highly motivated..., Resourceful in the..., Hands-on Training, Customer Service, Business Analysis, Access, MS Excel Pivot Tables, Project Coordination, SDLC, Troubleshooting, Software Documentation, MS Project, Process Improvement, Requirements Gathering, Business Requirements, Resource Management, Vendor Management, Risk Management

Education
East Carolina University   2008 — 2012
MS, Technology Systems

Rowan-Cabarrus Community College
Continuing Education, Project Management Fundamentals

University of North Carolina at Charlotte - Belk College of Business
Post-baccalaureate, Second Major in Management Information Systems

University of North Carolina at Charlotte - Belk College of Business
BA, Business Administration - Concentration in Management

Gregory Ohl Gregory Ohl Greater Pittsburgh Area Details
Gregory Ohl's Wells Fargo Advisors Experience July 2011 - Present
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2011 - Present
Edward Jones  June 2000 - July 2011

Skills
Retirement Planning, Investments, Series 7, Wealth Management, Retirement, Strategic Financial..., Financial Planning, Asset Management, Customer Service, Finance, Estate Planning, Financial Advisory, Asset Allocation, Alternative Investments, Financial Analysis, Financial Services, Financial Modeling, Fixed Annuities, Insurance, Investment Advisory, Life Insurance, Portfolio Management, Strategic Planning, Mutual Funds

Education
Duquesne University   1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, Finance

Todd Yagoda Todd Yagoda Charlotte, North Carolina Area Details
Todd Yagoda's Wells Fargo Advisors Experience June 2014 - Present
Job VP, Technology Manager (Brokerage Technology) at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2014 - Present
Wells Fargo  June 2006 - June 2014
US Bank  2004 - May 2006
Inverra Consulting, Inc.   2000 - 2004
Watson Wyatt/SSGA   1993 - 1998

Skills
SDLC, Quality Assurance, Process Improvement, Business Analysis, User Acceptance Testing, Visio, Agile Methodologies, Integration, Requirements Analysis, Change Management, Software Documentation, Test Planning, Software Project..., Project Management, Risk Management, Testing, Vendor Management, Team Leadership

Education
Eastern Illinois University   1989 — 1993
Bachelor of Science (B.S.), Information Systems

Sanya Woods Sanya Woods Greater St. Louis Area Details
Sanya Woods's Wells Fargo Advisors Experience December 2012 - Present
Job Internal Communications Manager at Wells Fargo Advisors
Industry Public Relations and Communications
Experience
Wells Fargo Advisors   December 2012 - Present
Wachovia Securities  July 2007 - April 2010
BCF Advertising & PR   January 2005 - April 2007
The Cultural Arts Center at Glen Allen   April 2002 - April 2004
The Salvation Army Richmond Area Command   October 2000 - March 2002

Skills
Marketing Communications, Public Relations, Strategic Communications, Newsletters, Marketing, Public Speaking, Strategic Planning, Graphic Design, Photography, Publications, Research

Education
Virginia Commonwealth University   2006 — 2007
M.S., Strategic Communications

East Tennessee State University   1995 — 2000
B.A., Mass Communications

Grace Hamrick Grace Hamrick Raleigh-Durham, North Carolina Area Details
Grace Hamrick's Wells Fargo Advisors Experience February 2008 - July 2010
Job Registered Dietitian
Industry Health, Wellness and Fitness
Experience
Nutrition Partners LLC   May 2014 - Present
Wells Fargo Advisors   February 2008 - July 2010
3 Creek Ranch  July 2006 - November 2007
Snow King Resort  August 2005 - July 2006

Skills
Marketing, Public Speaking, Nutritional Counseling, Nutrition Education, Clinical Nutrition, Medical Nutrition..., Nutrition, Dietetics, Public Health, Food Science, Food Safety, Strategic Planning, Social Media Marketing, Microsoft Office, Social Media, Customer Service, Microsoft Excel, Event Planning, Microsoft Word, Sales, PowerPoint, Leadership, Management, Wellness, Health Education

Education
East Carolina University   2013 — 2014
Dietetic Internship

East Carolina University   2011 — 2013
Bachelors of Science, Nutrition and Dietetics

University of North Carolina at Wilmington   2001 — 2005
Bachelors of Science, Business Administration, Marketing

Dustin Corey Dustin Corey Saint Louis, Missouri Details
Dustin Corey's Wells Fargo Advisors Experience February 2013 - March 2015
Job Business Development at Scottrade® Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services  March 2015 - Present
Wells Fargo Advisors   February 2013 - March 2015
Wells Fargo Advisors   September 2010 - February 2013
Wells Fargo Advisors   February 2010 - September 2010
Edward Jones  May 2009 - October 2009
Corporate Executive Board  July 2008 - February 2009
Corporate Executive Board  July 2007 - July 2008
Missouri House of Representatives  May 2006 - August 2006

Skills
Financial Analysis, Salesforce.com, Analysis, Finance, Financial Services, Leadership, Sales, Account Management, Research

Education
Emory University   2003 — 2007
Bachelor of Arts, Economics

Elaine Beatty Elaine Beatty Greater St. Louis Area Details
Elaine Beatty's Wells Fargo Advisors Experience March 2014 - Present
Job First Vice President, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2014 - Present
Wells Fargo Advisors   January 2011 - 2013
Wells Fargo Advisors   2006 - 2010
Wells Fargo Advisors   2001 - 2005
Firstar Investment Services   August 2000 - September 2001
Mercantile Bank  1998 - 2000
Mercantile Bank  1991 - 1998

Skills
Wealth Management, Series 7, Financial Services, Banking, Training, Leadership, Relationship Management, Financial Advisory, Mutual Funds, Series 63, Retirement Planning, Investment Advisory, FINRA

Education
Eastern Illinois University   1981 — 1985
Bachelor of Science, Finance

Sam Ogden Sam Ogden Bellevue, Washington Details
Sam Ogden's Wells Fargo Advisors Experience November 2010 - October 2011
Job Private Mortgage Banker
Industry Financial Services
Experience
Wells Fargo  November 2011 - Present
Wells Fargo Advisors   November 2010 - October 2011
TLG Mortgage Consulting   December 2001 - September 2010
Smith Barney  September 2000 - December 2001

Skills
Mortgage Banking, Loan Origination, FHA, Refinance, VA loans, Mortgage Lending, Residential Mortgages, Private Equity, Private Banking, Purchase Financing, Real Estate Financing, Commercial Lending, Public Speaking, Business Networking, Investments, Loans, Strategic Partnerships, Residential Homes, Real Estate, Investors, Commercial Real Estate, USDA, Finance, Mortgage Marketing, Brokerage, FHA financing, Investment Properties, Financial Structuring, Real Estate Transactions, Commercial Mortgages, Certified Mortgage..., Government Loans, Construction Loans, Home Equity Loans, Referrals, Reverse Mortgages, Real Estate Economics, Home Equity Lines of..., Loan Servicing, Mortgage Underwriting

Education
Eastern Washington University   1993 — 1997
BA, Communication Studies/Public Speaking

Marques Sewell Marques Sewell Greater St. Louis Area Details
Marques Sewell's Wells Fargo Advisors Experience June 2014 - Present
Job Client Onboarding
Industry Financial Services
Experience
Wells Fargo Advisors   June 2014 - Present
Wells Fargo Advisors   December 2013 - Present
State of Illinois  April 2013 - April 2014
First Command Financial Services  April 2013 - August 2013
T-Mobile  August 2012 - April 2013
New York Life Insurance Company  March 2011 - March 2012
Bank of America  September 2006 - March 2011

Skills
Mutual Funds, Finance, Financial Risk, Risk Management, Customer Service, Microsoft Office, Retirement Planning, Sales, Call Centers, Fixed Annuities, Life Insurance, Analysis, Credit, Financial Analysis, Insurance, Management, Marketing, Recruiting, Retirement, Team Building

Education
University of Phoenix   2007 — 2009
MBA, Business of Administration

Eastern Illinois University   2002 — 2005
Bachelor, Economics

Jenny Sego Jenny Sego Macon, Georgia Details
Jenny Sego's Wells Fargo Advisors Experience November 2014 - Present
Job Branch Operations Specialist at Wells Fargo Advisors, LLC
Industry Executive Office
Experience
Wells Fargo Advisors   November 2014 - Present
Wells Fargo Advisors   November 2014 - Present
Randstad  September 2014 - November 2014
CareerSource Broward  February 2013 - July 2014
Birks & Mayors Inc.   October 2010 - December 2012
Birks & Mayors Inc.   October 2010 - December 2012
PANDORA A/S  March 2010 - October 2010
Jared the Galleria of Jewelry  May 2009 - March 2010
Birks & Mayors, Inc.   May 1990 - January 2009
Jan Bell   1998 - 1999

Skills
Microsoft Suites, Hyperion Essbase, Concur, Purchasing, Forecasting, Copywriting, Executive Level..., IRIS400, Business Planning, Customer Service, Vendor Relationships, Essbase

Education
Eastern Florida State College   1984 — 1987
Associates, Business Management

Palm Bay High School   1980 — 1984
General Diploma

Ed Derbes Ed Derbes Washington D.C. Metro Area Details
Ed Derbes's Wells Fargo Advisors Experience January 2007 - September 2007
Job Portfolio Manager at E1 Asset Management
Industry Financial Services
Experience
E1 Asset Management  July 2013 - Present
First Georgetown Securities   February 2009 - March 2012
Mercedes-Benz of Alexandria  January 2008 - June 2008
Wells Fargo Advisors   January 2007 - September 2007
Spencer Clarke   2005 - 2006
Laidlaw & Company  February 2001 - June 2004
Prime Charter LTD  March 2000 - January 2001

Skills
Series 7, Customer Service, New Business Development, Investments, Series 63, Asset Allocation, Finance, Asset Management, Risk Management, Portfolio Management, Sales Management, Sales, Wealth Management, Sales Process, Mutual Funds, IRAs, Team Leadership, Negotiation, Retirement Planning, Securities, Alternative Investments

Education
Harvard University Extension School   1999 — 2000
Economics

Emerson College   1996 — 1999
Mass Communication/Media Studies

Emerson Preparatory School   1991 — 1993
High School

West Nottingham Academy   1990 — 1991
High School

Rachel Kramer MHS, PA-C Rachel Kramer MHS, PA-C Orange County, California Area Details
Rachel Kramer MHS, PA-C's Wells Fargo Advisors Experience January 2007 - January 2009
Job Physician Assistant
Industry Medical Practice
Experience
West Coast Center for Orthopedic Surgery and Sports Medicine   October 2011 - July 2013
Personal Care Medical Clinic   June 2011 - October 2011
Comcast Sportsnet  September 2010 - December 2010
Los Alamitos Orthopedic & Sports Physical Therapy   May 2008 - August 2010
Coast Plaza Doctors Hospital  May 2009 - August 2009
Wells Fargo Advisors   January 2007 - January 2009

Skills
Certified Emergency..., Medicine, ALS certified, CPR Certified, EKG, Health Education, Epic Systems, EMR, Public Health, Patient Education, Clinical Research, Spanish

Education
Duke University School of Medicine   2013 — 2015
Master of Health Science (MHS), Physician Assistant

University of California, Berkeley   2007 — 2011
Bachelor of Arts (B.A.), Public Health, magna cum laude, Dean's List

Lou Howell MBA CFE CAMS Lou Howell MBA CFE CAMS Greater St. Louis Area Details
Lou Howell MBA CFE CAMS's Wells Fargo Advisors Experience February 2012 - July 2012
Job Experienced Bond Trader and Anti Money Laundering Consultant
Industry Accounting
Experience
Wells Fargo Advisors   February 2012 - July 2012
Patrick Capital formerly Saxony Securities   September 2011 - February 2012
AG Edwards  1981 - 2008

Education
EM Strasbourg Business School   2008 — 2009
Master of European Management, International Business

Grenoble Ecole de Management   2008 — 2009
European Management

University of Missouri-Saint Louis   2004 — 2008
BS Accounting, Accounting/Business Administration

Saint Louis University   1978 — 1981

Colin Shea Colin Shea Greater St. Louis Area Details
Colin Shea's Wells Fargo Advisors Experience September 2013 - April 2014
Job Middle Office Specialist
Industry Financial Services
Experience
Scottrade  June 2015 - Present
Synchrony Financial  January 2015 - June 2015
Drive Incorporated   May 2014 - October 2014
Drive Incorporated   April 2014 - May 2014
Wells Fargo Advisors   September 2013 - April 2014
Wells Fargo Advisors   July 2011 - September 2013
Wells Fargo Advisors   June 2011 - July 2011

Skills
Bilingual-Spanish, Microsoft Excel, Customer Service, Analysis, Training, Outlook, Credit, Access, Business Development, Accounting, Leadership, Management, Microsoft Word, PowerPoint, Public Speaking, Sales, Interviews, Team Building, Microsoft Office, Financial Analysis, Event Planning, Time Management

Education
Emporia State University   2006 — 2010
B.I.S., Business, Sociology

Allen Clarke Jr Allen Clarke Jr Richmond, Virginia Area Details
Allen Clarke Jr's Wells Fargo Advisors Experience March 2010 - November 2011
Job PC Specialist Level II at Patient First
Industry Financial Services
Experience
Patient First  October 2011 - Present
Wells Fargo Advisors   March 2010 - November 2011
Networking Technologies and Support, Inc.   December 2009 - March 2010
Wells Fargo Advisors   March 2008 - September 2009
Network Techs Inc   April 2007 - March 2008
Network Data Solutions, Inc.   August 2004 - March 2007

Education
ECPI College of Technology   1999 — 2000
Assoc. of Applied Science in Computer Technology

University of Phoenix
Bachelor of Science in Information Technology/Information Systems Securty

Andrea Saunders Andrea Saunders Richmond, Virginia Area Details
Andrea Saunders's Wells Fargo Advisors Experience March 2004 - Present
Job Market Administration Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2004 - Present
Thompson Davis & Co.   August 2002 - April 2003
Davenport & Company LLC  December 2000 - August 2002

Education
East Carolina University   1993 — 1997
Bachelor of Science (BS), Economics

Kenneth Gleason Kenneth Gleason Richmond, Virginia Area Details
Kenneth Gleason's Wells Fargo Advisors Experience December 2010 - June 2012
Job TECHNOLOGY HELPDESK ANALYST at Wells Fargo Advisors
Industry Computer Networking
Experience
Wells Fargo Advisors   December 2010 - June 2012
PATRICK HENRY CHARTER SCHOOL   July 2010 - December 2010
DOMINION DEVELOPMENT SERVICES, INC   June 2007 - February 2008
DRAPER ADEN ASSOC., INC   April 2005 - June 2007
WORLD CUP COFFEE HOUSE   September 1998 - April 2007

Skills
Customer Service, Networking, Windows, Microsoft Excel, Troubleshooting, Project Management, Microsoft Word, PowerPoint, Management, Computer Hardware, Telecommunications, Outlook, Team Building, Strategic Planning, Team Leadership, Active Directory, Data Entry, System Administration, Software Documentation, Project Planning, CRM, Training, Access, Technical Support, Help Desk Support, Visio, Process Improvement, Security, Vendor Management, SharePoint, Analysis, Leadership, Business Analysis, Windows 7, Administration, Customer Satisfaction, Windows XP

Education
ECPI College of Technology   2008 — 2010
B.A, NETWORK SECURITY & ADMINISTRATION

Virginia Commonwealth University   1996 — 2001
Bachelors Degree, Philosophy and Religous Studies, Judaic Studies, History

James Schepers James Schepers Washington D.C. Metro Area Details
James Schepers's Wells Fargo Advisors Experience group account executiveNew York Life Insurance CompanyJanuary 1980 - May 1992
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   group account executiveNew York Life Insurance CompanyJanuary 1980 - May 1992

Education
Edinboro University of Pennsylvania   1974 — 1978
bs, business

Vineet Saxena Vineet Saxena Greater St. Louis Area Details
Vineet Saxena's Wells Fargo Advisors Experience April 2011 - January 2012
Job Sr. Business Analyst
Industry Information Technology and Services
Experience
Coventry Healthcare  October 2012 - January 2014
CVS Caremark Corporation  February 2012 - August 2012
Wells Fargo Advisors   April 2011 - January 2012
Walmart  September 2010 - March 2011
Magellan Health Services  April 2010 - August 2010
Blue Cross Blue Shield of Michigan  June 2009 - March 2010
Blue Cross Blue Shield of Michigan  April 2008 - June 2009
Blue Cross Blue Shield of Michigan  March 2007 - March 2008
Blue Cross Blue Shield of Michigan  April 2006 - February 2007

Skills
Data Analysis, Business Analysis, SDLC, Pharmaceutical Industry, Healthcare Information..., SQL, Oracle, Business Process, Access, Vendor Management, Management, Analysis, Integration, Quality Assurance, Software Documentation

Education
Eastern Illinois University   2004 — 2006
Masters, Economics

Brad Flowers Brad Flowers Greenville, North Carolina Details
Brad Flowers's Wells Fargo Advisors Experience June 2008 - September 2010
Job Investment Counselor
Industry Financial Services
Experience
BB&T  September 2012 - Present
BB&T  October 2010 - September 2012
Wells Fargo Advisors   June 2008 - September 2010
BB&T  February 2006 - June 2008
A.G. Edwards & Sons, Inc.   August 2004 - February 2006

Skills
Loans, Banking, Credit, Credit Analysis, Mortgage Lending, Portfolio Management, Consumer Lending, Financial Analysis, Wealth Management, Series 7, Investments, Retail Banking, Risk Management, Lines Of Credit, Customer Service, Leadership, Sales, Insurance, Retirement Planning

Education
East Carolina University - College of Business
Master of Business Administration (MBA)

Garry Klink Garry Klink United States Details
Garry Klink's Wells Fargo Advisors Experience February 2009 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors   February 2009 - Present
Wachovia Securities (now Wells Fargo Advisors)   August 2007 - February 2009
Manpower  February 2007 - August 2007
School District of Palm Beach County  July 2004 - February 2007

Education
Eastern Michigan University   1995 — 2001
BA, Music Education

Patricia Cassella Patricia Cassella Greater New York City Area Details
Patricia Cassella's Wells Fargo Advisors Experience August 2007 - November 2013
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  November 2013 - Present
Wells Fargo Advisors   August 2007 - November 2013

Skills
Series 7, Retirement Planning

Education
State University of New York at Albany   2003 — 2006
Bachelors, Psychology

Elmira College   2001 — 2003
Minor:, Education and Communications

Shawnquail Higgs Shawnquail Higgs Richmond, Virginia Details
Shawnquail Higgs's Wells Fargo Advisors Experience 2007 - 2012
Job Technical Help Desk Analyst
Industry Information Technology and Services
Experience
Wells Fargo Advisors   2007 - 2012

Skills
BMC Remedy, Windows 7, Active Directory, XP, Technical Support, Help Desk Support, Citrix, Remote Desktop, Laptops, Printers, Windows XP

Education
ECPI College of Technology   2005 — 2007
Associate's degree, Information Technology

Felicia Gonzalez Felicia Gonzalez Hopewell, Virginia Details
Felicia Gonzalez's Wells Fargo Advisors Experience 2010 - 2011
Job Trainer at Williams Mullen
Industry Financial Services
Experience
Williams Mullen  April 2012 - Present
Wells Fargo Advisors   2010 - 2011

Skills
Customer Service, Access, Microsoft Word, Banking, Team Leadership, Visio, Troubleshooting, Active Directory, Teamwork, Public Speaking

Education
ECPI University
Associate of Science (A.S.), Network and System Administration/Administrator

Donald Spencer Donald Spencer Richmond, Virginia Details
Donald Spencer's Wells Fargo Advisors Experience September 2011 - Present
Job Help Desk Technician at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   September 2011 - Present
Flextronics  November 2010 - August 2011
TechTurn  February 2008 - October 2009

Education
ECPI College of Technology   2005 — 2007
Associate of Science (A.S.), Computer Science

Highland Springs High School   2001 — 2005

Darrell Thomas Darrell Thomas Louisville, Kentucky Details
Darrell Thomas's Wells Fargo Advisors Experience April 1998 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   April 1998 - Present
Wells Fargo Advisors   April 1998 - Present
ROSALCO   June 1987 - December 1997
CAL GAS CORP   April 1982 - March 1987

Education
Eastern Kentucky University
Bachelor of Science (BS), Business Administration and Management, General

Tyler Sellers Tyler Sellers Emporia, Kansas Details
Tyler Sellers's Wells Fargo Advisors Experience June 2009 - August 2009
Job Graduate Student at Emporia State University
Industry Financial Services
Experience
Emporia State University  August 2012 - December 2013
Creative Planning Inc.  June 2013 - August 2013
First National Bank of Hutchinson  May 2012 - August 2012
Security Benefit  March 2011 - August 2011
Wells Fargo Advisors   June 2009 - August 2009

Skills
Microsoft Office, SAP ERP, Teamwork, Outlook, Financial Analysis, SAP, Finance, Microsoft Excel, Wealth Management, Leadership, Team Building, Continuous Improvement, PowerPoint, Strategic Planning, Valuation, Dependable Team Player, Always Punctual, Enthusiasm to learn, Business Development, Microsoft Word, Research, Analysis, Data Analysis, Portfolio Management, Statistics, SAP Terp10 Certification, Financial Services, ERP Software, Business Strategy, Communication Skills, Economics, SPSS, Critical Thinking

Education
Emporia State University   2012 — 2013
Master of Business Administration (MBA), Enterprise Resource Planning, 4.0/4.0

The University of Kansas   2009 — 2012
Bachelor of Science (BS), Finance, General

Valparaiso University   2008 — 2009

Ms. Kimberly Corke, MBA Ms. Kimberly Corke, MBA Phoenix, Arizona Area Details
Ms. Kimberly Corke, MBA's Wells Fargo Advisors Experience 2003 - 2009
Job Assistant Chief EMS, Department of Veterans Affairs
Industry Hospital & Health Care
Experience
Department of Veterans Affairs  2011 - Present
Wells Fargo Advisors   2003 - 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java

Education
University of Phoenix   2008 — 2010
Master of Business Administration (M.B.A.), buisness, exceptional

Embry-Riddle Aeronautical University   1998 — 2000
Bachelor of Applied Science (B.A.Sc.), Technical Management in Aviation, exceptional

Maxwell Demeritte Maxwell Demeritte Raleigh-Durham, North Carolina Area Details
Maxwell Demeritte's Wells Fargo Advisors Experience February 2014 - Present
Job Wells Fargo Advsiors
Industry Financial Services
Experience
Wells Fargo Advisors   February 2014 - Present
Fidelity Investments  October 2010 - May 2013
BCBSNC  September 2007 - October 2010
Club Waterloo, Nassau, Bahamas   June 1999 - August 2007

Skills
People Skills, Communicaitons, Computers, Problem Solving, Investments, Meeting objectives, Time Management, Communication Skills..., Insurance, Management, Team Building, Process Improvement

Education
North Carolina Wesleyan College   2010 — 2015
Business Administration and Management, General

Durham Technical Community College   2009 — 2010
Business Administration and Management, General

Franchesca Armistead Franchesca Armistead Richmond, Virginia Details
Franchesca Armistead's Wells Fargo Advisors Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors   2012 - 2013
Genworth Financial  July 2011 - May 2012

Education
ECPI College of Technology   2005 — 2007
Associates Degree, Business Administration and Management, General

William Campbell High School   2001 — 2005

Adam Bannister Adam Bannister Glen Allen, Virginia Details
Adam Bannister's Wells Fargo Advisors Experience January 2011 - January 2013
Job IT Infrastructure Support Specialist (EUS)
Industry Information Technology and Services
Experience
NG/Commonwealth Enterprise Solutions Center   March 2014 - Present
Unisys  September 2013 - March 2014
Apple  February 2013 - September 2013
Wells Fargo Advisors   January 2011 - January 2013
Circuit City  February 2006 - November 2008
Land America  December 2004 - January 2006
VA state police  2004 - 2005
Genworth  January 2001 - December 2004

Skills
Networking, Windows Server, Hardware, Windows 7, Windows XP, Troubleshooting, Active Directory, Security, Network Security, Windows, Technical Support, Servers, Information Technology, Microsoft Exchange, Computer Hardware, VMware ESX, Project Management, Cisco Technologies, LANDesk, Windows 8.1, VMware sphere 5.5, MS SCCM 2007 R2, Sun Solaris, Red Hat Enterprise Linux, Juniper Technologies, SCOM, Office 365, Windows 10 Enterprise, VMware, Altiris Console, MS SCCM 2012 R2

Education
ECPI University   1999 — 2001
associates degree, Information Technology

Julie Scanlon Julie Scanlon United States Details
Julie Scanlon's Wells Fargo Advisors Experience November 1996 - May 2009
Job Office Manager at Old Fashioned Auto Service & Repair, Inc.
Industry
Experience
Old Fashioned Auto Service & Repair, Inc.   October 2010 - Present
Oppenheimer & Co. Inc.   June 2009 - October 2010
Wells Fargo Advisors   November 1996 - May 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets

Education
University of the People   2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Edison Community College   1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General

James Rohrbaugh James Rohrbaugh Saint Louis, Missouri Details
James Rohrbaugh's Wells Fargo Advisors Experience May 2015 - Present
Job Regional Branch Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   May 2015 - Present
Wells Fargo Advisors   July 2013 - May 2015
Wells Fargo Advisors   October 2012 - July 2013
Wells Fargo Advisors   January 2012 - October 2012
Edward Jones  March 2004 - January 2012
Bank of America  January 2002 - February 2004
World Affairs Council  June 2001 - January 2002

Skills
Retirement Planning, Mutual Funds, Investments, Finance, Wealth Management, Retirement, 529 Plans, Portfolio Management, Financial Analysis

Education
Washington University in St. Louis   2005 — 2005
Additional Coursework in Finance and Accounting

Earlham College   1996 — 2000
Bachelor’s Degree, Economics

Hugh Anthony Jackson Hugh Anthony Jackson Charlotte, North Carolina Details
Hugh Anthony Jackson's Wells Fargo Advisors Experience February 2006 - January 2010
Job Financial Services Professional with 9+ Years of Industry Experience
Industry Financial Services
Experience
Citi  February 2015 - Present
LPL Financial  February 2012 - February 2015
East Coast Entertainment  February 2010 - September 2011
Wells Fargo Advisors   February 2006 - January 2010

Skills
Performance Monitoring, Risk Assessment, Expert Advisor, Business Development, Risk Mitigation, Quality Assurance, Fraud Detection, Asset Verification, Process Enhancement, Customer Relationship..., Federal & State..., Personnel Supervision, Cross-Functional Team..., Anti-Money Laundering..., KYC, Procedural Creation, Risk Identification, FINRA, Life Insurance, Long Term Care Insurance, Finance, Financial Advisory, Financial Intelligence, Microsoft Office Suite, LexisNexis, Insight Software, Magic Software, CRM Databases, Series 7, Series 66, Retirement Planning, College Education..., Contract Negotiation, Market Analysis, Event Management, Cost Analysis, Financial Reporting, Key Account Management, National Account..., Labor Forecasting, Team Leadership, Subject Matter Experts

Education
Elon University - Martha and Spencer Love School of Business   2001 — 2005
Bachelor of Science (B.S.), Business Administration

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