Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Advisors Salaries. You can even request information on how much does Wells Fargo Advisors pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Wells Fargo Advisors 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors July 2013 - Present
Education
Elon University
Bachelor of Arts (B.A.)
The Bolles School
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors March 2000 - Present
Skills
Retirement Planning, Portfolio Management, Financial Analysis, Marketing Strategy, Customer Service, Project Management
Education
Eastern Illinois University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors 2005 - Present
Merrill Lynch 1998 - 2005
Education
Embry-Riddle Aeronautical University 1988 — 1992
Aviation Business
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
Wells Fargo Advisors June 2015 - August 2015
Skills
Microsoft Office
Education
Eastern Illinois University 2011 — 2015
Bachelor’s Degree, Finance, General
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors group account executiveNew York Life Insurance CompanyJanuary 1980 - May 1992
Education
Edinboro University of Pennsylvania 1974 — 1978
bs, business
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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