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),

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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
Philippe Etienne Philippe Etienne West Palm Beach, Florida Area Details
Philippe Etienne's Wells Fargo Advisors Experience December 2010 - December 2014
Job Private Client Group Relationship Manager at PNC
Industry Financial Services
Experience
PNC  December 2014 - Present
Wells Fargo Advisors   December 2010 - December 2014
Stratton & Feinstein P.A.   July 2009 - July 2010
Infinity Sales Group, LLC  2009 - 2010

Education
Florida A&M University   2004 — 2009
Bachelor's degree, Business Administration and Management, General

Palm Beach State College
Associate of Arts (A.A.)

Jacob Williamson Jacob Williamson Jacksonville, Florida Details
Jacob Williamson's Wells Fargo Advisors Experience March 2013 - September 2013
Job at
Industry Financial Services
Experience
FIS  January 2015 - Present
Fidelity National Information Services  April 2014 - December 2014
Fidelity National Information Services  September 2013 - April 2014
Wells Fargo Advisors   March 2013 - September 2013
Wells Fargo  June 2012 - September 2013
Florida State University  2012 - 2012
Best Buy  2008 - 2012
Parker and Dufresne Attorneys at Law   2008 - 2009

Skills
Series 6, Series 63, Florida Notary, Life & Variable Annuity..., Windows Proficient, Mac Proficient, Microsoft Office..., Networking, Team Leadership, Teamwork, Time Management, Success Driven, Timely Execution, Highly personable, Self Motivated

Education
Florida State University   2008 — 2012
Bachelor's degree, Accounting and Finance

Bishop Kenny High School   2004 — 2008

Michael Siefert, MSF Michael Siefert, MSF Austin, Texas Details
Michael Siefert, MSF's Wells Fargo Advisors Experience November 2010 - June 2014
Job Portfolio Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  August 2015 - Present
Wells Fargo  June 2014 - July 2015
Wells Fargo Advisors   November 2010 - June 2014

Skills
Investments, Financial Markets, Financial Analysis, Critical Thinking, Stock Market, Microsoft Excel, Mathematics, Interpersonal Skills, Economics

Education
Florida State University   2014 — 2015
Master's Degree, Finance, General, 3.9

Florida Gulf Coast University   2009 — 2013
Bachelor's Degree, Finance, General

Oluchi Uwah, MBA Oluchi Uwah, MBA Charlotte, North Carolina Details
Oluchi Uwah, MBA's Wells Fargo Advisors Experience December 2012 - Present
Job Assistant Vice President Communications Project Manager at Wells Fargo Advisors; Creative Visionary
Industry Public Relations and Communications
Experience
Wells Fargo Advisors   December 2012 - Present
The Urbane Group, LLC   December 2009 - Present
Wells Fargo Advisors   June 2011 - December 2012
Wells Fargo Advisors, LLC  August 2008 - June 2011
West One Promotions  2009 - 2011
Wachovia Securities, LLC  June 2007 - July 2008
Toyota Motor Sales, USA  October 2006 - December 2006
Lexus  June 2006 - October 2006
Pfizer Pharmaceuticals  January 2005 - August 2005

Skills
Writing, Marketing Communications, Product Development, Event Planning, Customer Service, Teamwork, Promotions, PowerPoint, Microsoft Office, Excel, Word, Outlook, Microsoft Word, Microsoft Excel, Leadership, Negotiation, Management, Training, Team Building, Public Relations, Analysis, Sales, Project Management, Business Development, Salesforce.com, Public Speaking, Competitive Analysis, Time Management, Marketing, Strategic Planning

Education
Florida Agricultural and Mechanical University   2001 — 2007
MBA, Marketing

Florida Agricultural and Mechanical University

Brittany Castellano Brittany Castellano Charleston, South Carolina Details
Brittany Castellano's Wells Fargo Advisors Experience March 2012 - March 2013
Job Paralegal at Choice Legal Group, PA
Industry Law Practice
Experience
Choice Legal Group, PA  March 2013 - March 2014
Wells Fargo Advisors   March 2012 - March 2013
Chima Brazilian Steakhouse  August 2009 - October 2012
Exclusive Visas, LLC   May 2010 - February 2011
Professional Laboratories   June 2008 - June 2009
MSA Productions   February 2007 - January 2008

Skills
Editing, Press Releases, Social Networking, Marketing, Leadership, Business Strategy, CMS, LPS Desktop, Research, Customer Service, Account Management, File Management, Foreclosures, Sales, Legal Writing, Strategy

Education
Florida International University   2006 — 2011
B.A., English, Psychology

Jessica Kamphouse Jessica Kamphouse Columbia, South Carolina Details
Jessica Kamphouse's Wells Fargo Advisors Experience January 2015 - Present
Job Complex Control Specialist, South Carolina Complex at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2015 - Present
Merrill Lynch  November 2010 - December 2014
GrassRoots Wine Wholesalers  February 2010 - November 2010
The Foolish Frog   September 2009 - November 2010
FGI Finance  September 2006 - April 2009

Skills
Relationship Management, CRM, Securities, Sales Management, Employee Training, Event Management, Financial Analysis, Marketing Strategy, Microsoft Office, Financial Services, Financial Modeling, Investment Strategies, Problem Solving, Problem Analysis, Client Development, Account Management, Financial Risk, Salesforce.com, Microsoft Excel, Electronic Trading, Financial Statement..., Sales Pipeline...

Education
The Ohio State University   2004 — 2005
Bachelor of Arts (BA), Linguistics

Florida State University   1998 — 2003
Bachelor of Science (BS), Marketing and Multinational Business Operations

Kristin Dupre Kristin Dupre Boston, Massachusetts Details
Kristin Dupre's Wells Fargo Advisors Experience September 2008 - December 2008
Job Student Attorney, Rule 3:03 Suffolk University Law School Family Advocacy Clinic
Industry Law Practice
Experience
Suffolk University Law School Family Advocacy Clinic  September 2014 - May 2015
The Law Office of James E. Neyman and Associates, PC   February 2014 - May 2015
MA Department of Children and Families, Office of the General Counsel   September 2013 - December 2013
Massachusetts Trial Court, Superior Court Division   June 2013 - August 2013
Westfield Bank  November 2009 - August 2012
Morgan Stanley  January 2009 - May 2009
Wells Fargo Advisors   September 2008 - December 2008
Massachusetts Trial Court, Chicopee District Court   June 2007 - August 2007

Skills
Loans, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Legal Research, Legal Writing, Social Media, Westlaw, Event Planning, Financial Analysis

Education
Suffolk Law School   2012 — 2015
Doctor of Law (J.D.)

Fairfield University   2005 — 2009
Bachelor of Science (BS), Finance, Marketing

Regent's University London   2008 — 2008

Marita Iannuccilli Marita Iannuccilli Alpharetta, Georgia Details
Marita Iannuccilli's Wells Fargo Advisors Experience August 2014 - March 2015
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2014 - March 2015
Self-employed  May 1995 - August 2014

Education
Georgia State University - J. Mack Robinson College of Business   2011 — 2014
Bachelor of Business Administration (BBA), Finance, General, 3.8 gpa

Florida School of Massage   1994 — 1995
Massage Therapy, Healing Arts

University of Florida   1988 — 1991
Anthropology/Psychology

Samantha Landi Samantha Landi Boynton Beach, Florida Details
Samantha Landi's Wells Fargo Advisors Experience July 2013 - July 2014
Job Staff Accountant at Children of America
Industry Banking
Experience
Children of America  June 2015 - Present
FirstCity Bank of Commerce  September 2014 - June 2015
Wells Fargo Advisors   July 2013 - July 2014
Wells Fargo Advisors   January 2013 - June 2013
Wells Fargo  April 2012 - December 2012
Wells Fargo  October 2011 - March 2012
Wells Fargo  March 2011 - September 2011

Skills
Banking, Credit, Loans, Customer Service, Portfolio Management, Finance, Credit Analysis, Financial Analysis, Risk Management, Retail Banking, Relationship Management, Customer Relations

Education
Florida Gulf Coast University   2006 — 2011
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Manford Laws Manford Laws Atlanta, Georgia Details
Manford Laws's Wells Fargo Advisors Experience September 2014 - Present
Job FA Integration: Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2014 - Present
Edward Jones  July 2013 - September 2014
FA Integrations   February 2012 - July 2013
Tallahassee Democrat  January 2011 - May 2011
Buck Lake Elementary   August 2009 - January 2011

Skills
Sales, Financial Services, Technical Writing, Public Speaking, Microsoft Office, Marketing Communications, Employee Training, Sports, Transition Management, ACATS, New Account Opening, Document Management, Stressful Situations, Communication Skills, Graphic Design, New Media, Adobe Creative Suite, New Business Development

Education
Florida State University   2007 — 2011
Bachelor of Arts, Editing, Writing, Media

James Cook University   2009 — 2009
Australian Culture

Edwin Perez Edwin Perez Las Vegas, Nevada Details
Edwin Perez's Wells Fargo Advisors Experience June 2012 - August 2013
Job Co Founder/CFO at PLUR Cosmetics
Industry Cosmetics
Experience
Plur Cosmetics   March 2014 - Present
Wells Fargo  August 2013 - September 2014
Wells Fargo Advisors   June 2012 - August 2013
Espirito Santo Bank  January 2012 - June 2012
Credit Suisse  June 2011 - August 2011
Sponsors for Educational Opportunity  May 2011 - August 2011
Oppenheimer & Co.   July 2009 - September 2009

Skills
Bloomberg Terminal, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Research, Outlook, Budgets, Public Speaking, People Skills, Spanish, Equity Research, Investments, Valuation, Finance

Education
Florida International University
Bachelor of Arts (B.A.), Economics, Finance, International Business

Philip Pappas Philip Pappas Melville, New York Details
Philip Pappas's Wells Fargo Advisors Experience June 2012 - Present
Job Senior Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2012 - Present
Morgan Stanley  September 2006 - June 2012
UBS Investment Bank  December 2002 - September 2006

Skills
Finance, Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Investment Advisory

Education
Florida International University
Bachelor of Science

Savanna Rakofsky Savanna Rakofsky San Diego, California Details
Savanna Rakofsky's Wells Fargo Advisors Experience May 2008 - August 2008
Job Office Manager at FLUXX Nightclub
Industry Marketing and Advertising
Experience
FLUXX San Diego  March 2015 - Present
ClosingCorp  February 2014 - March 2015
BowStern Marketing Communications  May 2013 - December 2013
Bella Bella  December 2011 - December 2013
GameTimeTravel   November 2011 - April 2012
Fishlips Waterfront Bar & Grill   February 2007 - August 2010
Flirt Clothing   August 2009 - July 2010
Wells Fargo Advisors   May 2008 - August 2008

Skills
Second Major in..., Specialization in..., Outstanding Customer..., Customer Relations..., Working toward a..., Marketing, Marketing Communications, Email Marketing, Customer Service, Advertising, Press Releases, Facebook, Social Media, Event Management, Marketing Research, Time Management, Sales, InDesign, Photoshop, Social Media Marketing

Education
Florida State University   2012 — 2013
Master of Science (M.S.), Integrated Marketing Communications, 3.75 GPA

Florida State University   2010 — 2012
Bachelor of Science (B.S.), Finance & Marketing, 3.3 GPA

Cocoa High School   2005 — 2009

SHANETA WOMACK SHANETA WOMACK Jacksonville Beach, Florida Details
SHANETA WOMACK's Wells Fargo Advisors Experience July 2010 - December 2010
Job NIGHT AUDIT at Marriott Hotel
Industry Human Resources
Experience
Marriott Hotel  August 2011 - Present
Florida Blue  October 2012 - May 2013
Wells Fargo Advisors   July 2010 - December 2010
The Parkway Hotel   April 2009 - September 2009

Skills
Auditing, Accounts Receivable, Data Entry, 10 Key, Accounting, Teamwork, Payroll, PeopleSoft, Accounts Payable, Invoicing, QuickBooks, Outlook, Time Management, Spreadsheets, Account Reconciliation, General Ledger, Customer Satisfaction, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office

Education
Florida State College at Jacksonville   2014 — 2017
Accounting

St. Louis Community College   2005 — 2006
Accounting

EAST SAINT LOUIS SR HIGH   1993 — 1995
DIPLOMA, General Studies

Ernesto Angles Ernesto Angles Charlotte, North Carolina Details
Ernesto Angles's Wells Fargo Advisors Experience July 2013 - October 2014
Job Capital Markets FX Middle Office Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2014 - Present
Wells Fargo Advisors   July 2013 - October 2014
Wells Fargo Private Bank  September 2012 - July 2013
Wells Fargo Home Mortgage  May 2012 - September 2012
Wells Fargo  December 2011 - May 2012
Wells Fargo  February 2011 - December 2011

Skills
Banking, Financial Analysis, Leadership, Management, Financial Modeling, Portfolio Management, Sales, Microsoft Excel, Financial Risk, Customer Service, Due Diligence, Mortgage Lending, Cash Flow, Risk Management, Strategic Financial..., Wealth Management

Education
Florida International University - College of Business Administration   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance

Joya Favors Joya Favors Chicago, Illinois Details
Joya Favors's Wells Fargo Advisors Experience October 2000 - October 2004
Job Transfer Agency Control Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust  August 2012 - Present
Northern Trust  October 2007 - August 2012
Mesirow Financial  October 2004 - October 2007
Wells Fargo Advisors   October 2000 - October 2004
RBC Wealth Management  1997 - 1999
Ameriprise Financial Services, Inc.   1996 - 1997

Skills
Financial Services, Operations Management, Securities, Client Services, Mutual Funds, Leadership, Asset Management, Fixed Income, Investments, Financial Analysis, Hedge Funds, Finance

Education
Fisk University   1991 — 1995
Bachelor's degree, Business Administration and Management / Sociology

Shawn Kolar Shawn Kolar Cape Coral, Florida Details
Shawn Kolar's Wells Fargo Advisors Experience November 2008 - Present
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2008 - Present
Bank of America  December 2003 - November 2008
Morgan Stanley Wealth Management  April 2000 - December 2003

Skills
Investments, Retirement Planning, Finance, 401k Rollovers, Fixed Income Strategies, Retirement Plan..., Bonds, Insurance, Wealth Management, Asset Allocation, Investment Strategies, business-succession..., Financial Advisory, Retirement, Mutual Funds, Fixed Annuities, Securities, Series 7

Education
Florida State University   1996 — 2000
Bachelor of Science (B.S.), Finance, General

George Jenkins High School   1993 — 1996

JUSTIN R. APAKIAN JUSTIN R. APAKIAN Hollywood, Florida Details
JUSTIN R. APAKIAN's Wells Fargo Advisors Experience January 2004 - January 2008
Job INVESTMENT ADVISOR REP at National Asset Management
Industry Financial Services
Experience
National Asset Management  January 2008 - Present
Wells Fargo Advisors   January 2004 - January 2008
UBS  January 2002 - January 2004

Skills
Strategic Financial..., Mutual Funds,..., Annuity Sales, Estate Planning, Equity Trading, IRAs, Mutual Funds, 401k Rollovers, Bond Markets, Life Insurance, Series 7, Finance, Series 65, Series 63, Retirement Planning, Financial Planning

Education
Nova Southeastern University   2013 — 2015
Master of Business Administration (MBA), Finance, General

Florida State University   1997 — 2001
BACHELOR'S OF SCIENCE, Finance, General

Elise Hemmer Elise Hemmer Manasquan, New Jersey Details
Elise Hemmer's Wells Fargo Advisors Experience May 2012 - August 2012
Job ProCare Specialist at Stryker
Industry Marketing and Advertising
Experience
Stryker  April 2014 - Present
New Canaan Nature Center  January 2013 - May 2013
Wells Fargo Advisors   May 2012 - August 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, HTML, Windows, Time Management

Education
Fairfield University   2009 — 2013
Bachelor of Science (BS), Marketing

Manasquan High Scool   2005 — 2009
High School

Jose Daniel Larin Parker Jose Daniel Larin Parker Miami, Florida Details
Jose Daniel Larin Parker's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor in Training at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2015 - Present
Wells Fargo Advisors   May 2010 - Present

Skills
Spanish, Brazilian Portuguese

Education
Florida International University - College of Business Administration   2008 — 2010
Bachelor's degree, International Business

Curtis D. Whitehouse Curtis D. Whitehouse Greater Chicago Area Details
Curtis D. Whitehouse's Wells Fargo Advisors Experience March 2009 - Present
Job Financial Advisor, Senior PIM Portfolio Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   March 2009 - Present
Morgan Stanley Smith Barney  July 1992 - March 2009

Skills
Investments, Retirement, Wealth-Preservation..., Asset Allocation, Investment Strategies, Fixed-Income Strategies

Education
Western Michigan University   1985 — 1988
BS-1988

Ferris State University   1982 — 1985
Real Estate

Dearborn High   1979 — 1982

Jolin (Xing) Guo Jolin (Xing) Guo Greater St. Louis Area Details
Jolin (Xing) Guo's Wells Fargo Advisors Experience January 2015 - May 2015
Job Financial Analyst at Oriental Trading Company
Industry Financial Services
Experience
Oriental Trading Company  August 2015 - Present
Wells Fargo Advisors   January 2015 - May 2015
Washington University in St. Louis  August 2014 - May 2015
Anhua Agricultural Insurance Co. Ltd.   June 2013 - August 2013
CHINA CITIC BANK  June 2012 - August 2012
GW Colonial Connections   April 2011 - May 2012
Field Day Development   June 2011 - August 2011

Skills
Research, Finance, Microsoft Office, PowerPoint, Mandarin, Microsoft Excel, Corporate Finance, Accounting, Microsoft Word, Valuation, Event Planning, Computer Language, SAS programming, International Business, International Marketing, German, C, R, Public Speaking, Data Analysis, Analysis, Social Media, Project Management

Education
Washington University in St. Louis - Olin Business School   2014 — 2015
Master's Degree, Master of Science in Finance, Corporate

The George Washington University - School of Business   2010 — 2014
Bachelor of Business Administration (BBA), Finance, International Business

European Business School Oestrich-Winkel   2012 — 2012
Finance, General

Millard West High School   2007 — 2010
High School

Oscar A. Garcia, MBA Oscar A. Garcia, MBA Miami Beach, Florida Details
Oscar A. Garcia, MBA's Wells Fargo Advisors Experience September 2010 - April 2014
Job Business Banking Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2014 - Present
Wells Fargo Advisors   September 2010 - April 2014
GBS International, Inc.   January 2007 - July 2010
Pepboys  May 2004 - March 2006

Skills
Customer Service, Sales, Banking, Investments, Retail, Microsoft Excel, Financial Analysis, Entrepreneurship, Loans, Leadership, Marketing, Microsoft Word, Commercial Banking, Management

Education
Florida International University   2013 — 2014
Master of Business Administration (MBA)

Florida International University - College of Business   2004 — 2009
BA, Management

Joe Floyd Jr Joe Floyd Jr Jupiter, Florida Details
Joe Floyd Jr's Wells Fargo Advisors Experience December 2012 - January 2013
Job CFO at Impact Landscaping and Irrigation, LLC
Industry Construction
Experience
Impact Landscaping & Irrigation, LLC   July 2013 - Present
Wells Fargo Advisors   December 2012 - January 2013
Florida Department of Financial Services  May 2011 - July 2011
Impact Landscaping   May 2010 - August 2010

Skills
Finance, Financial Modeling, Strategic Financial..., Valuation, Investments, Sales, Social Media, Securities, Financial Planning, Portfolio Management, Argus Modeling, Asset Management, Risk Management, Forecasting, Crystal Ball, Bloomberg Terminal, Microsoft Excel, Retirement Planning, QuickBooks, Florida landscape...

Education
University of Tampa   2012 — 2013
Master's degree, Finance, General, 3.52

Florida State University - College of Business   2009 — 2012
Bachelor's degree, Finance, General, 3.0

Will Fields Will Fields Tampa/St. Petersburg, Florida Area Details
Will Fields's Wells Fargo Advisors Experience November 2006 - Present
Job Financial Advisor, Assistant Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2006 - Present
Morgan Stanley  May 2004 - November 2006

Skills
Retirement Planning, Investments, Asset Allocation, Insurance, Employee Benefits, Financial Advisory, Retirement

Education
Florida State University - College of Business   1997 — 2001
Bachelor of Science, Finance

Alina M Andrial Alina M Andrial Miami, Florida Details
Alina M Andrial's Wells Fargo Advisors Experience February 2015 - Present
Job Private Client Group, Senior Client Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   February 2015 - Present
RBC Wealth Management  November 2013 - January 2015
First Bank of Miami  May 2009 - October 2013
RTM Mortgage, Inc.   2002 - 2007

Skills
Private Banking, International Business, Investments, Loans, Banking, KYC, Credit, AML, Bank Secrecy Act, Portfolio Management, Consumer Lending, Finance, Financial Services, Credit Risk, Wealth Management, Cross Selling, Customer Service, Financial Risk, Trade Finance, Commercial Lending, Microsoft Office, Asset Management, PowerPoint

Education
Florida International University   2008 — 2009
Master of Business Administration (MBA), International Business

William Paterson University of New Jersey   2003 — 2007
Bachelor's Degree, History and Political Science

Victor Cordova Victor Cordova Dallas/Fort Worth Area Details
Victor Cordova's Wells Fargo Advisors Experience January 2013 - August 2013
Job Client Services at 1st Global
Industry Financial Services
Experience
1st Global  September 2014 - Present
USAA  October 2013 - August 2014
Wells Fargo Advisors   January 2013 - August 2013

Skills
Investments, Portfolio Management, Strategic Planning, Process Improvement, Microsoft Excel, Customer Service, Sales, Budgets, Team Building, Sales Management, Public Speaking, New Business Development, Marketing, Negotiation, Investment Properties, Real Estate, Financial Analysis, Financial Guidance, Banking, Management, Finance, Series 7

Education
Escuela Politécnica del Ejército   2001 — 2003
2Yr. Mechanical Engineering, Mechanical Engineering

Lolita Nettles, AAMS®, CRPC® Lolita Nettles, AAMS®, CRPC® Alpharetta, Georgia Details
Lolita Nettles, AAMS®, CRPC®'s Wells Fargo Advisors Experience July 2006 - September 2011
Job ETrade Financial
Industry Financial Services
Experience
Benjamin F. Edwards & Co.   October 2014 - September 2015
Chamber of Commerce  2014 - 2015
Chamber of Commerce  2014 - 2015
Chamber of Commerce  2014 - 2015
Benjamin F. Edwards & Co.   September 2011 - September 2014
Wells Fargo Advisors   July 2006 - September 2011
SunTrust Investment Services  July 2005 - July 2006
Bay County School District  July 2004 - July 2005
USAA  November 2002 - July 2004
USAA  November 2000 - November 2002

Skills
Variable Annuities, Licensed Life & Health..., Fixed Annuities, Bonds, Elementary Education, Municipal Bonds, Florida Notary, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Retirement, Management, Financial Planning, Series 7, Financial Services, Strategic Planning

Education
University of Phoenix   2002 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General

Excelsior College   1995 — 1998
Bachelor's Degree, General Business

Pikes Peak Community College   1991 — 1991
Associate's Degree, General Studies

Answer Marketing Speed Networking

Jose A. Silverio, MBA Jose A. Silverio, MBA Miami, Florida Details
Jose A. Silverio, MBA's Wells Fargo Advisors Experience December 2012 - Present
Job Regional Banking Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  February 2015 - Present
Wells Fargo Advisors   December 2012 - Present
Wells Fargo  April 2014 - February 2015
Wells Fargo  December 2012 - April 2014
Wells Fargo  November 2011 - December 2012
Wells Fargo  July 2011 - November 2011
Wells Fargo  December 2007 - July 2011
Wells Fargo  March 2007 - December 2007
Wells Fargo  June 2006 - March 2007
Braman Honda  March 2003 - June 2006

Skills
Financial Services, Small Business, Loans, Investment Banking, Retirement Planning, Credit, Commercial Banking, Cross Selling, Selling, Insurance, Securities, Series 63, Financial Advisory, Retail Banking, Relationship Management, Banking, Finance, Investments, Wealth Management, Small Business Lending, Credit Analysis, Commercial Lending

Education
Florida International University   2013 — 2015
Master of Business Administration (MBA), Corporate MBA

Florida International University - College of Business Administration   2007 — 2012
Bachelor of Business Administration (BBA), International Business & Marketing

Miami Dade College   2004 — 2006
Associate of Arts (A.A.), Finance, General

Miami Dade College   2003 — 2005
Associate of Science (A.S.), Automotive Service Management

Robert Morgan Educational Center   2003 — 2005
Technical, Honda of America Professional Automotive Career Technician (PACT)

Colegio De La Salle   1993 — 1997
High School, Arts and Science, High School Diploma

Daniel Grisham, Jr. Daniel Grisham, Jr. Charlotte, North Carolina Area Details
Daniel Grisham, Jr.'s Wells Fargo Advisors Experience February 2014 - Present
Job Site Administration Manager
Industry Financial Services
Experience
Wells Fargo Advisors   February 2014 - Present
Wells Fargo Advisors   March 2013 - January 2014
Wells Fargo Advisors, LLC  April 2006 - March 2013
Wachovia Securities  March 2005 - April 2006
Wachovia Bank  October 2002 - March 2005
American Express Financial Advisors  April 2000 - October 2001

Skills
Leadership, Analysis, Finance, Business Analysis, Management, Investments, Financial Services, Program Management, Training, Microsoft Excel, Relationship Management, Coaching, Strategic Financial..., PowerPoint, Financial Analysis, Financial Risk, Credit, Compliance, Community Outreach, Microsoft Word, Business Planning, Securities, Team Leadership, Budgets, Wealth Management, Uniform Combined State..., SharePoint, Insurance, Project Planning, Mutual Funds, Community Service, Strategic Leadership, FINRA, Trading, Excel, Word, Youth Leadership

Education
Florida Agricultural and Mechanical University   1995 — 1999
Bachelor of Science

University of Phoenix   2003 — 2006
MBA

Glenn McNorton Glenn McNorton Sarasota, Florida Details
Glenn McNorton's Wells Fargo Advisors Experience March 2009 - January 2015
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   January 2015 - Present
Wells Fargo Advisors   March 2009 - January 2015
Smith Barney Brokerage Firm  October 2006 - March 2009
Florida Institute of CPAs (FICPA)   January 2000 - June 2002

Skills
Investments, Financial Services, Financial Advisory, Asset Allocation, Investment Strategies, 401(k) Rollovers, Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Estate Investment..., Business-Succession..., Fixed Income Strategies, Deferred Compensation..., Retirement-Plan..., Multigenerational..., Insurance, Wealth Management...

Education
Florida Southern College   1983 — 1984
Bachelor of Science (BS), Accounting and Finance

South Florida Community College   1981 — 1982
Associate of Arts (A.A.), Business/Accounting

Marina Combs, MBA Marina Combs, MBA Miami/Fort Lauderdale Area Details
Marina Combs, MBA's Wells Fargo Advisors Experience December 2009 - May 2013
Job Experienced Sales Associate
Industry Banking
Experience
Wells Fargo Advisors   December 2009 - May 2013
Citigroup  January 2001 - December 2009

Skills
Series 7, Wealth Management, Investments, Fixed Income, Equities, Securities, Mutual Funds, Uniform Combined State..., Series 63

Education
Nova Southeastern University   2009 — 2011
MBA, Business Administration and Management, General

Florida Atlantic University   1999 — 2003
Bachelor of Science (BS), Finance and Marketing

Nick Veintimilla Nick Veintimilla Naples, Florida Area Details
Nick Veintimilla's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   October 2013 - Present
Investors' Security Trust Company   September 2011 - June 2013

Education
Florida Gulf Coast University   2007 — 2011

Florida Bankers Association Trust School

Ashley Shaljian Ashley Shaljian Greater New York City Area Details
Ashley Shaljian's Wells Fargo Advisors Experience May 2010 - May 2011
Job Marketing and Sales Assistant at Financial Grade Consultants
Industry Marketing and Advertising
Experience
Financial Grade Consultants   July 2013 - January 2014
Empellon Taqueria   December 2012 - May 2013
Empellon Taqueria   October 2012 - May 2013
First Service Maintenance Group   July 2012 - October 2012
Casa Del Sol Salon   July 2011 - August 2012
Miller Beach Surf Club   May 2011 - September 2011
Alpha Kappa Psi  June 2010 - May 2011
Wells Fargo Advisors   May 2010 - May 2011

Skills
Customer Service, Marketing, Microsoft Excel, Teamwork, Customer Satisfaction, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Forecasting, Market Research, Retail, Social Media, Strategic Planning, Time Management, Research, Inventory Management, Data Analysis, Auditing, Marketing Research, Event Planning

Education
Fashion Institute of Technology   2011 — 2012
Bachelor's degree, International Trade and Marketing for the Fashion Industry

SUNY Geneseo   2007 — 2011
Bachelor of Science (BS), Accounting

Suffolk County Community College   2007 — 2007
Honors College, undergraduate studies

Gary Stetz II Gary Stetz II Greater New York City Area Details
Gary Stetz II's Wells Fargo Advisors Experience June 2011 - August 2011
Job Financial Reporting Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  July 2014 - Present
Prudential Financial  July 2013 - July 2014
Prudential Financial  June 2012 - August 2012
Stetz, Belgiovine, Manwarren, and Wallis P.C.'s   May 2010 - December 2011
Wells Fargo Advisors   June 2011 - August 2011
New Found Life   July 2007 - July 2009

Skills
Leadership, Public Speaking, Data Analysis, Financial Accounting, Tax, Microsoft Excel, Teamwork, Research, Proficient in Microsoft..., Accounting, QuickBooks, Social Media, Valuation, Oracle, Clarity, Lotus Notes

Education
Fairfield University   2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 3.86

Livingston High School   2005 — 2009

Robert Mosera Robert Mosera Paramus, New Jersey Details
Robert Mosera's Wells Fargo Advisors Experience February 2007 - Present
Job Senior Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   February 2007 - Present
Morgan Stanley Smith Barney  October 1999 - February 2007
Prudential Securities  August 1996 - October 1999
Deanco, Inc   March 1987 - June 1996

Skills
Investments, Retirement, Estate Planning, IRAs

Education
Fairleigh Dickinson University   1984 — 1987
MBA, Finance

Fairleigh Dickinson University-Metropolitan Campus   1978 — 1981
BS, Marketing

Tiara J. Ball, MBA Tiara J. Ball, MBA Atlanta, Georgia Details
Tiara J. Ball, MBA's Wells Fargo Advisors Experience April 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   April 2014 - Present
Wells Fargo  November 2012 - Present
KW Growth Holdings   July 2012 - August 2013
Publix Supermarkets  June 2003 - November 2007

Skills
Word, PowerPoint, Customer Relations, Microsoft Office, Customer Service, Event Management, Event Planning, Microsoft Word, Strategic Planning, Budgets, Fundraising, Public Speaking, Microsoft Excel, Social Networking, Public Relations, Cross-functional Team..., Project Management, Negotiation, Marketing, Leadership, Analysis, Strategy, Project Planning, Finance, Outlook, Sales, Team Building, Spanish, Financial Analysis, Training, Accounting, Banking, Coaching, Leadership Development, Community Outreach, Time Management

Education
Florida International University - College of Business Administration   2010 — 2012
Corporate Master of Business Administration, Business Administration

Florida State University - College of Business   2003 — 2006
Bachelor of Science, International Business Operations and Spanish

Alain Guerra Alain Guerra Miami, Florida Details
Alain Guerra's Wells Fargo Advisors Experience February 2003 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 2003 - Present
ABN AMRO Bank N.V.   November 1999 - February 2003

Skills
International Business, Fixed Income Portfolio..., Retirement Planning, Money Management

Education
Florida International University   1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General

Christopher Columbus High School   1992 — 1996
High School Degree

Bobby Reiss Bobby Reiss Boca Raton, Florida Details
Bobby Reiss's Wells Fargo Advisors Experience May 2012 - June 2012
Job Realtor
Industry Real Estate
Experience
Preferred Real Estate Brokers, LLC   November 2013 - April 2014
App Innovators   January 2013 - August 2013
Wells Fargo Advisors   May 2012 - June 2012
MIG (Multi Image Group)   June 2011 - August 2011

Skills
Social Media Marketing, Sales, Entrepreneurship, Creative Writing, Event Planning, Creative Solutions, Customer Service, Marketing Research, CRM, Social Networking, Hootsuite, Google Analytics, Google Adwords, Data Analysis, E-commerce, Microsoft Office, NetSuite, Commercial Real Estate..., Real Estate Transactions, Public Speaking

Education
Florida State University   2009 — 2013
Marketing, Professional Sales Certificate of Entrepreneurship, Senior

Pope John Paul II

The University of Georgia

Barret Roosa Barret Roosa Kannapolis, North Carolina Details
Barret Roosa's Wells Fargo Advisors Experience November 1997 - Present
Job Wealth Credit Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 1997 - Present
Wachovia  January 1995 - November 1997
First Union  August 1993 - January 1995

Skills
Credit, Banking, Mortgage Lending, Loan Origination, Financial Risk, Private Banking, Financial Advisory, Wealth Management, Financial Analysis, Wealth, Underwriting, Securities Backed..., High Net Worth..., Wealth Management..., Financial Modeling

Education
University of West Florida - College of Business   1991 — 1993
72/75 hours towards Bachelor's in Finance

Florida State University   1988 — 1991

Tallahassee Community College
Associate of Arts (A.A.)

Tarravella High School
High School Diploma

Peter Krzyzak Peter Krzyzak Orlando, Florida Details
Peter Krzyzak's Wells Fargo Advisors Experience June 1993 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   June 1993 - Present

Education
Florida Southern College
Bachelor of Science, Finance

Carl Pares, MBA Carl Pares, MBA United States Details
Carl Pares, MBA's Wells Fargo Advisors Experience July 2009 - October 2010
Job Always exploring new areas of interest in the world of IT.
Industry Information Technology and Services
Experience
Lockheed Martin  May 2015 - Present
CACI International Inc  June 2014 - January 2015
Northrop Grumman Information Systems  October 2011 - April 2014
Marriott International  October 2010 - September 2011
Wells Fargo Advisors   July 2009 - October 2010
Blue Cross and Blue Shield of South Carolina  December 2007 - April 2009
Wachovia Corporation  May 2006 - September 2007
Blue Cross and Blue Shield of South Carolina  September 2001 - April 2006
American Express  December 1998 - September 2001
Various different positions with other companies.   October 1997 - December 1998

Skills
COBOL, SDLC, JCL, Mainframe, CICS, Databases, System Testing, Testing, Software Development, IBM Mainframe, Systems Analysis, VSAM, Visio, Integration, Quality Assurance, z/OS, Data Modeling, Agile Methodologies, Fileaid, IMS DB/DC, MVS, Requirements Analysis, Easytrieve, QMF, TSO, Syncsort, SPUFI, IBM Utilities, Xpediter, Production Support, Software Documentation, DB2/SQL, Endevor, ISPF, Application Development, User Acceptance Testing, OS/390, FTP, NDM, RACF, SDSF, JES2, Programming, Quality Center, Database Design, Stored Procedures, Documentation, SMTP, DB2, SharePoint

Education
University of Maryland Baltimore County   2014 — 2016
Curriculum: Cyber/Electronic Operations and Cyber Warfare

University of South Carolina - The Moore School of Business   2003 — 2005
Masters in Business Administration, Concentration in Management Science and International Business, GPA = 3.72 / 4.00

Glendale Community College   1998 — 2000
Computer Science Curriculum

Florida State University - College of Business   1977 — 1979
Bachelor of Science, Business Administration and Marketing

Florida International University   1973 — 1975
Bachelor of Arts, Political Science - International and Comparative Politics

Miami-Dade Community College   1971 — 1973
Associate of Arts (A.A.), General Studies

Reginald Harrison Reginald Harrison Greater Detroit Area Details
Reginald Harrison's Wells Fargo Advisors Experience December 2010 - August 2013
Job Registered Investment Advisor at USAdvisors Wealth Management, LLC.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC   September 2013 - Present
USAdvisors Wealth Management, LLC.   September 2013 - Present
Wells Fargo Advisors   December 2010 - August 2013
Self Employed  May 2010 - December 2010
AXA Advisors  November 2009 - May 2010
Self Employed  May 2009 - November 2009
IBM  August 2007 - May 2009
IBM  May 1997 - August 2007
Hewlett-Packard  May 1993 - June 1997
General Dynamics  July 1989 - May 1993

Education
Ferris State University   1991 — 1994
Master's Degree, Computer Information System Management

Jackson State University   1985 — 1989
Bachelor's Degree, Business Finance

Luke M. Powers Catholic High School

Ken Highet Ken Highet Charlotte, North Carolina Details
Ken Highet's Wells Fargo Advisors Experience July 2015 - Present
Job Sales Manager @ Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2015 - Present
E*TRADE Financial  March 2006 - July 2015
Charles Schwab  July 1989 - August 2004

Education
Ferris State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services

María Susana Fynn María Susana Fynn Miami, Florida Details
María Susana Fynn's Wells Fargo Advisors Experience November 2009 - December 2010
Job Economist
Industry Investment Banking
Experience
Monex Empresa de Servicios Financieros   August 2013 - Present
Wells Fargo Advisors   November 2009 - December 2010
BBVA Uruguay Montevideo, Uruguay   December 2008 - November 2009
BBVA SUIZA Montevideo, Uruguay   May 2006 - December 2008
RBC  January 2003 - February 2003
Merrill Lynch  January 2002 - February 2002

Skills
Investments, Portfolio Management, Market Analysis, Outstanding..., Three fluent languages:..., Microsoft Excel, MS Excel Pivot Tables, Graphs, Analysis Reports, Self motivated, Proactive, Financial Markets, Economics, Bloomberg, Business Analysis, Trading, Series 7, Finance, Valuation, Emerging Markets, CRM, Spanish, Corporate Finance

Education
Florida International University   2011 — 2012
Masters of Science in Finance

Universidad de Montevideo August 2005   2001 — 2005
BA, Economics

Derek DeLoreto, CFP® Derek DeLoreto, CFP® Ponte Vedra Beach, Florida Details
Derek DeLoreto, CFP®'s Wells Fargo Advisors Experience May 2005 - Present
Job Senior Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2005 - Present

Skills
Investments, Finance, Leadership, Insurance, Coaching, Fundraising, Public Relations, Mutual Funds, Wealth Planning, Portfolio Construction

Education
The Florida State University - College of Business   1993 — 1996
Bachelor's Degree, Finance

Patricia Cardinale Patricia Cardinale Charlotte, North Carolina Area Details
Patricia Cardinale's Wells Fargo Advisors Experience February 2014 - Present
Job Corporate Recruiter at Wells Fargo
Industry Human Resources
Experience
Wells Fargo Advisors   February 2014 - Present
Aerotek  February 2012 - February 2014
Compass Group North America  May 2010 - August 2010
Motorola  January 2010 - January 2010
Bank of America  January 2009 - January 2009
Walt Disney World  July 2008 - August 2008

Skills
Applicant Tracking..., Onboarding, Technical Recruiting, Talent Acquisition, Recruiting, Interviews, Executive Search, Human Resources, Internet Recruiting, New Hire Orientations, Temporary Placement, Management, Hiring, Screening, Talent Management, Staffing Services, Temporary Staffing, Leadership, Training, Customer Service, Resume Writing, Marketing, Networking, Contract Recruitment, Cold Calling, Sourcing, College Recruiting, Screening Resumes, Benefits Negotiation, Permanent Placement, Job Fairs, Staff Augmentation, Employee Relations, Building Relationships, PeopleSoft, Boolean Searching

Education
Erskine College   2008 — 2012
Business Administration and Management, General

Erskine College   2008 — 2011
Bachelors of Science, Business Administration

Lauren Luciano Lauren Luciano Greater New York City Area Details
Lauren Luciano's Wells Fargo Advisors Experience 2011 - 2012
Job Registered Nurse
Industry Hospital & Health Care
Experience
Dello Russo LaserVision   2015 - Present
Seton Hall University  2015 - September 2015
La maison du chocolat  August 2014 - April 2015
Wells Fargo Advisors   2011 - 2012
Wachovia Securities Financial Network  2008 - 2011
World Savings  August 2005 - December 2008
Saint Clare's Health System  May 2002 - June 2005
Victoria's Secret  2000 - 2002

Skills
Nursing, Emergency Medicine, Mental Health, Customer Service, Banking, Mutual Funds, Wealth Management, Investments, Retirement, Securities, Strategic Financial..., Financial Services, Healthcare, Sales Management, EMT, CPR Certified, Pediatric Nursing, Geriatric Nursing, Maternity, Acute Care, Patient Advocacy, Community Health, Bartending, Chocolate, Time Management, Financial Planning, Risk Management, Strategic Planning, Microsoft Word, Data Entry, PowerPoint, Public Speaking, Microsoft Office, Marketing Strategy, Outlook, BLS, Microsoft Excel

Education
Seton Hall University   2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Registered Nursing/Registered Nurse, GPA 3.017

Montclair State University   2004 — 2006
Bachelor of Arts (B.A.), Psychology

Essex County College   2002 — 2004
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies, GPA 3.30

James Caldwell High School   1997 — 2001

Mix em' up Bartending School
Certified Bartender

Daniela Pinto, MS HRM Daniela Pinto, MS HRM Miami/Fort Lauderdale Area Details
Daniela Pinto, MS HRM's Wells Fargo Advisors Experience March 2014 - July 2014
Job Human Resource Coordinator/Business Manager Assistant
Industry Human Resources
Experience
St, Cristopher's by the Sea   September 2014 - Present
Wells Fargo Advisors   March 2014 - July 2014
St. Christopher’s by- the –Sea   August 2013 - March 2014
Precelca USA Corp   January 2006 - December 2013
Florida International University  2012 - 2012
Precelca USA corp   May 2006 - July 2011
Benchmark Legal Solutions   May 2005 - January 2006

Skills
Payroll, Employee Benefits, Labor Relations, Management, Interviews, Employee Relations, Personnel Management, Recruiting, New Hire Orientations, Talent Acquisition, Performance Management, HRIS, Human Resources, Job Descriptions, HR Policies, Benefits Administration, FMLA, Workforce Planning

Education
Florida International University   2012 — 2013
MSHRM, HUMAN RESOURCE

University of Miami   1999 — 2004
Bachelor, Business Management and Organization2004

Lotty Oakford Lotty Oakford Austin, Texas Details
Lotty Oakford's Wells Fargo Advisors Experience July 2010 - May 2012
Job Lead Marketing Performance Analyst
Industry Marketing and Advertising
Experience
Yodle  May 2014 - Present
Yodle  October 2013 - Present
Yodle  October 2012 - October 2013
Yodle  May 2012 - October 2012
Wells Fargo Advisors   July 2010 - May 2012
Wells Fargo  July 2010 - May 2012
Luxury Portfolio Real Estate   July 2010 - September 2010
The Body Shop  September 2004 - August 2006
The Gap, Inc  December 2002 - August 2004
RPM Motorsports   January 2001 - January 2002

Skills
Retail, Training, Sales, Leadership, Management, Customer Service, Recruiting, SEO, Sales Management, Data Entry, Payroll, Quality Assurance, Employee Training, Customer Retention

Education
Fashion Institute of Design & Merchandising
Visual Merchandising/Communication

Irvine High School
High school diploma

Irvine Valley College
English Literature

Lamont Ross Lamont Ross Alpharetta, Georgia Details
Lamont Ross's Wells Fargo Advisors Experience May 2008 - Present
Job First Vice President Investment Officer Senior PIM Portfolio Manager Ross Gruskowski Group Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2008 - Present
Smith Barney Inc  January 1994 - May 2008

Education
Florida State University - College of Business   1968 — 1972
Bachelor of Science (B.S.), Finance, General

Robert A. Schramm, Jr. Robert A. Schramm, Jr. Boca Raton, Florida Details
Robert A. Schramm, Jr.'s Wells Fargo Advisors Experience October 1994 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 1994 - Present
Raymond James Financial Inc.  January 1991 - October 1994
Prudential Financial  August 1988 - January 1991

Skills
Equities, Retirement Planning, Legacy Planning, Mutual Funds, Bonds, Life Insurance, Long Term Care Insurance, Alternative Investments, CD's

Education
Florida Atlantic University
Bachelor's degree, Business

Joe Farella, CFP®, CLU®, CWS® Joe Farella, CFP®, CLU®, CWS® Washington D.C. Metro Area Details
Joe Farella, CFP®, CLU®, CWS®'s Wells Fargo Advisors Experience 2007 - 2010
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  2012 - Present
USAA Wealth Management Division   2010 - 2012
Wells Fargo Advisors   2007 - 2010
Wells Fargo  2000 - 2007
CENTURY 21®  1992 - 2000
Fairfax County Government  1989 - 1992
Arlington County  1986 - 1989
United States Marine Corps  1979 - 1986

Skills
Certified Financial..., Chartered Life..., Certified Wealth..., Series 7, Series 6, Series 63, Wealth Management, Financial Analysis, Investments, Retirement Planning, Life Insurance, Strategic Financial..., Asset Allocation, Martial Arts

Education
State University of New York College at Oneonta   1980 — 1982
Bachelor of Arts (BA), Political Science and Government

Farmingdale State University of New York   1978 — 1980
Associate of Arts (A.A.), Criminal Justice and Corrections

Lise M. Robinson, CFP® Lise M. Robinson, CFP® Greater New York City Area Details
Lise M. Robinson, CFP®'s Wells Fargo Advisors Experience December 2001 - May 2010
Job Senior Wealth Advisor at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC)   September 2014 - Present
Oppenheimer & Co. Inc.   January 2011 - September 2014
Wells Fargo Advisors   December 2001 - May 2010

Skills
Investments, Retirement Planning

Education
Fairfield University
MBA

Justin Lambert Justin Lambert Tampa/St. Petersburg, Florida Area Details
Justin Lambert's Wells Fargo Advisors Experience October 2010 - May 2011
Job Director of Physician Relations & Business Development at HCA Physician Services
Industry Hospital & Health Care
Experience
HCA Physician Services  September 2012 - Present
Lifestyles Realty, Inc.   January 2005 - August 2012
Wells Fargo Advisors   October 2010 - May 2011
MyUS.com  May 2007 - June 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Series 7, Series 66, Real Estate License, Public Speaking, Presentations, Sales, Financial Analysis, Analysis, PowerPoint, Change Management, Operations Management, Customer Service, Customer Service..., Customer Service..., Leadership, Finance, Recruiting

Education
Florida State University   2000 — 2004
Bachelor's degree, Finance, General

LeeAnn Caragiulo LeeAnn Caragiulo Sarasota, Florida Area Details
LeeAnn Caragiulo's Wells Fargo Advisors Experience September 2012 - April 2013
Job Client Fulfillment Specialist at rewired.solutions
Industry Internet
Experience
rewired.solutions   May 2014 - Present
Coldwell Banker LBK   May 2013 - June 2014
Wells Fargo Advisors   September 2012 - April 2013
Michael Saunders & Company  February 2012 - September 2012
Wellington Shields  January 2001 - October 2011
Wellington Shields  February 2007 - August 2009
Wellington Shields  December 1993 - January 2001

Skills
Uniform Combined State..., Real Estate, New Business Development, Investments, Wealth Management, Condos, Estate Planning, Insurance, Team Building, Retirement Planning, Strategic Planning, Relocation, Strategic Financial..., Customer Service, Alternative Investments, Portfolio Management, Asset Management, Negotiation, Investors, Waterfront, Real Estate Transactions, Investment Properties, Single Family Homes, Vacation Homes, Real Property, REO, SFR, Business Development, Marketing, Sales, Small Business, Management, Finance, Leadership

Education
Florida State University   1990 — 1992
Bachelor of Science (B.S.), Criminology

Manatee Community College   1987 — 1990
Associate of Arts (A.A.)

Scott A. Orr Scott A. Orr Vero Beach, Florida Details
Scott A. Orr's Wells Fargo Advisors Experience November 2014 - Present
Job Senior Vice President, Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2014 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)   December 2008 - October 2014
Wachovia Securities, LLC  January 2007 - December 2008
Morgan Stanley Dean Witter  April 1987 - September 2005
Dean Witter  June 1979 - August 1982

Education
Florida Atlantic University   1977 — 1982
BS ED & M ED, Education

John Anastasia John Anastasia Greater New York City Area Details
John Anastasia's Wells Fargo Advisors Experience February 2008 - Present
Job Senior Vice President Investment Officer..................... at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2008 - Present
Merrill Lynch / Advest   November 2000 - February 2008
AG Edwards  April 1989 - November 2000
Paine Webber  April 1986 - March 1989

Skills
Investments, Asset Allocation, Mutual Funds, Financial Advisory, Wealth Management, Series 7, Retirement Planning, Series 63, Portfolio Management, Finance, Securities, Equities, Investment Strategies, Investment Advisory, Strategic Planning

Education
Florida Southern College   1980 — 1984
BS, Finance

Bill Boatwright, CFA, CFP(R) Bill Boatwright, CFA, CFP(R) Woodland Hills, California Details
Bill Boatwright, CFA, CFP(R)'s Wells Fargo Advisors Experience September 2014 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 2014 - Present
UBS Financial Services, Inc.   October 1998 - September 2014
Spear Financial   1990 - 1993
Harris Corporation  September 1981 - October 1988

Education
Thunderbird School of Global Management   1980 — 1981
Masters, International Finance and Management

Florida State University   1974 — 1979
B.S. - Finance, International Finance and Management

Warren Dropkin Warren Dropkin Chattanooga, Tennessee Area Details
Warren Dropkin's Wells Fargo Advisors Experience 1999 - Present
Job Senior Vice President Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   1999 - Present
Pioneer Bank  1996 - 1999
Chattanooga Area Chamber of Commerce  1983 - 1996

Skills
Retirement Planning, Investments, Retirement, Financial Analysis, Life Insurance, Finance, Long-term Care, Mutual Funds, Employee Benefits, Asset Allocation, Risk Management, 401k, Personal Investment..., Fixed Annuities, Financial Advisory, Alternative Investments, Asset Management, Securities, 401K..., College Expense Planning, Estate Planning..., Strategic Investment, Portfolio Strategies, Portfolio Management, Leadership, Estate Planning, Public Speaking, Financial Planning

Education
Florida State University   1976 — 1980
BS, Communications

Daniel J. Bukkhegyi Daniel J. Bukkhegyi Manchester, Massachusetts Details
Daniel J. Bukkhegyi's Wells Fargo Advisors Experience 2013 - Present
Job Managing Director Investments at The BC Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   2013 - Present
Morgan Stanley Smith Barney LLC ("MSSB")   2005 - 2013
UBS  1996 - 2005

Skills
Finance, Financial Advisory, Fundraising, Tax, Series 7, Series 63, Sales, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Securities, Management, Risk Management, Estate Planning, Wealth Management..., Investments, Strategic Planning, Portfolio Management

Education
Endicott College   2003 — 2004
Master of Business Administration (MBA), Business Administration and Management, General

Fitchburg State College   1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General

Candice McPhatter, MBA Candice McPhatter, MBA Charlotte, North Carolina Area Details
Candice McPhatter, MBA's Wells Fargo Advisors Experience January 2011 - October 2011
Job Campus and Affinity Relationships Recruiting Coordinator, TIAACREF
Industry Human Resources
Experience
TIAA-CREF  May 2014 - Present
LPL Financial  2013 - May 2014
Select Staffing  2011 - 2012
Wells Fargo Advisors   January 2011 - October 2011
Lerner and Company Real Estate   April 2009 - January 2011
Metro Nashville Public Schools  March 2010 - October 2010
Chase  July 2008 - April 2009
Professional Financial Services  June 2006 - May 2008

Skills
Fluent Spanish, Human Resources, Training, Outlook, Management, Interviews, Customer Service, PeopleSoft, Teamwork, Microsoft Excel, Policy, Applicant Tracking..., Recruiting, Employee Relations, Organizational..., Talent Acquisition, Talent Management, Temporary Placement, Conflict Resolution, Performance Management, Hiring, Onboarding, Employee Benefits, Employee Training, Resume Writing, New Hire Orientations, Background Checks, Personnel Management, Staffing Services, Call Centers, Sourcing, Career Development, Succession Planning, Screening Resumes, Deferred Compensation

Education
Strayer University   2008 — 2010
MBA, Human Resource Management

University of North Carolina at Charlotte   2003 — 2006
Bachelor of Arts, International Studies/Spanish

Florida A&M University   1999 — 2003
Bachelor of Science (B.S.), International Business

King High School   1996 — 1999
High School Diploma, International Baccalaureate

Joy Vickers Joy Vickers Charlotte, North Carolina Details
Joy Vickers's Wells Fargo Advisors Experience November 1998 - Present
Job Assistant at Wells Fargo Advisors
Industry Insurance
Experience
Wells Fargo Advisors   November 1998 - Present

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Outlook, Editing

Education
Erskine College   1978 — 1982
Bachelor of Arts (B.A.), English & Psychology

Joseph Andriano Joseph Andriano Norwalk, Connecticut Details
Joseph Andriano's Wells Fargo Advisors Experience May 2008 - October 2011
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2013 - Present
Wells Fargo  October 2011 - July 2013
Wells Fargo Advisors   May 2008 - October 2011

Skills
Retirement Planning, Series 7, Wealth Management, Series 63, Strategic Financial..., Investment Advisory, Banking, Credit, Retirement, Investments

Education
Fairfield University   2014 — 2015
CERTIFIED FINANCIAL PLANNER

Hampden-Sydney College   2005 — 2009
Economics and French, Economics and French

Alessandra Stuart-Smith Alessandra Stuart-Smith Miami, Florida Details
Alessandra Stuart-Smith's Wells Fargo Advisors Experience November 2011 - April 2014
Job
Industry
Experience
Wells Fargo Advisors   November 2011 - April 2014
Biltmore Hotel  November 2008 - January 2011
DoubleTree Hotel West Palm Beach   May 2007 - September 2008
Tecton Hospitality  December 2005 - February 2008

Skills
Hotels, Hospitality, Resorts, Hotel Management, Front Office, Restaurants, Retail, Banking, Spa, Investments, Finance, Customer Service, Outlook, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Budgets

Education
Florida International University   2004 — 2009
Bachelor of Science , Hospitality Management

Gulliver Prep Highschool   1999 — 2002
Highschool

Noelle Harvey Noelle Harvey Fairfield, Connecticut Details
Noelle Harvey's Wells Fargo Advisors Experience July 2013 - August 2013
Job Finance Intern at Giorgio Armani
Industry International Affairs
Experience
Fairfield University  January 2014 - Present
Fairfield University  January 2014 - Present
Giorgio Armani  June 2015 - August 2015
Fairfield University  March 2013 - June 2014
Fairfield University  September 2013 - May 2014
Wells Fargo Advisors   July 2013 - August 2013

Skills
Leadership, Teaching, Tutoring, Teamwork, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Critical Thinking, Facebook, Career Counseling, Academic Advising, Program Management, Communication

Education
Fairfield University   2012 — 2016
Bachelor of Arts (B.A.), International Studies & Spanish

Universidad Pontificia Comillas   2014 — 2014

Kellenberg Memorial High School   2008 — 2012

Charles Laubach Charles Laubach Baltimore, Maryland Details
Charles Laubach's Wells Fargo Advisors Experience 2004 - 2012
Job Financial Advisor, Vice PresidentInvestments, Chapin Davis
Industry Financial Services
Experience
Chapin Davis, Inc.   April 2015 - Present
Ameriprise Financial Services, Inc.   September 2012 - February 2015
Wells Fargo Advisors   2004 - 2012
Morgan Stanley  1994 - 2004
Smith Barney  1986 - 1994
Merrill Lynch  1983 - 1986

Skills
Finance, Investments, Retirement Planning, Financial Analysis, Retirement, Estate Planning, Financial Modeling, Financial Planning, Strategic Planning, Portfolio Management

Education
Loyola University Maryland   1981 — 1982
Master of Business Administration (MBA), Accounting

University of Baltimore   1976 — 1978
Bachelor of Science (BS), Finance

Essex Community College

Perry Hall

Stephan Gonzalez-Llanes Stephan Gonzalez-Llanes Miami, Florida Details
Stephan Gonzalez-Llanes's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors   April 2015 - Present
JP Morgan Chase Bank, N.A.   August 2013 - Present
JP Morgan Securities, LLC  March 2011 - August 2013
SGL Capital, LLC   May 2009 - May 2011
Southern trust securities   July 2006 - May 2009
DHL  April 1999 - March 2002

Education
Belen Jesuit Prep school   1989 — 1992

Florida International University

University of Florida

Carmelita Singh-Mayer AAMS® Carmelita Singh-Mayer AAMS® Miami/Fort Lauderdale Area Details
Carmelita Singh-Mayer AAMS®'s Wells Fargo Advisors Experience November 2012 - Present
Job Vice President Investments Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   November 2012 - Present

Skills
Retirement Planning, Commercial Lending, Investment Planning

Education
Florida Atlantic University   1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance

Jordan Faircloth, CFP® Jordan Faircloth, CFP® Boca Raton, Florida Details
Jordan Faircloth, CFP®'s Wells Fargo Advisors Experience April 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2010 - Present
Bank of America  August 2006 - April 2010

Education
Florida Atlantic University   2001 — 2007
Bachelor of Arts, Criminal Justice

Paul Lentini, CFP® ChFC® Paul Lentini, CFP® ChFC® New Port Richey, Florida Details
Paul Lentini, CFP® ChFC®'s Wells Fargo Advisors Experience March 2001 - September 2012
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  September 2012 - Present
Wells Fargo Advisors   March 2001 - September 2012
ASG Software Solutions  February 2000 - February 2001
SEI  June 1997 - February 2000
US Army  June 1991 - May 1997

Skills
Investments, Strategic Planning, Asset Allocation, Financial Advisory, Insurance, Risk Management, Investment Strategies, Retirement Planning, Securities, Portfolio Management, Management, Team Building, Mutual Funds, Finance, Financial Services

Education
Florida State University   2005 — 2006
Certificate in Financial Planning

United States Military Academy at West Point   1987 — 1991
BS, Management/General Engineering

Culver Military Academy   1986 — 1987

Falmouth High School   1982 — 1986

Teresa Raffensperger Teresa Raffensperger Jacksonville, Florida Area Details
Teresa Raffensperger's Wells Fargo Advisors Experience October 2011 - January 2012
Job Business Consultant
Industry Consumer Services
Experience
Raff Solutions   December 2009 - Present
Wells Fargo Advisors   October 2011 - January 2012
Bank of America  December 2010 - December 2010
Atlantic Coast Bank  October 2010 - November 2010
Convergys: Jacksonville, Fl   February 2010 - October 2010
Lifestyle Mortgage Services LLC   August 2005 - September 2008

Skills
Insurance, Coaching, Sales Management, Negotiation, Risk Management, Team Building, Account Management, Microsoft Office, Talent Acquisition, Management, Strategic Planning, Finance, Real Estate

Education
Edgewater High School   1967 — 1971
Dipolma, Business Administration and Management, General, 3.5

Florida Community College at Jacksonville
Licentiate degree, Real Estate

Arleatha Williams Arleatha Williams Greater New York City Area Details
Arleatha Williams's Wells Fargo Advisors Experience July 2006 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2006 - Present
UBS Financial Services  July 2002 - July 2006
Prudential Securities  May 1993 - July 2002
Dean Witter Reynolds  May 1986 - May 1993

Skills
Retirement Planning, Financial Advisory, Retirement Plan..., Wealth-Preservation..., Multi-Generational..., Investment Planning, Business-Owner Planning, 401(k) Rollovers

Education
Marymount University   1981 — 1982
MBA, Finance

Florida State University   1973 — 1977
BS, Business Administration-Fashion Merchandising

Stephanie Drew Stephanie Drew Naples, Florida Area Details
Stephanie Drew's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor, AVP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2015 - Present
Wells Fargo  August 2011 - April 2015
Wells Fargo  February 2011 - July 2011
Wells Fargo  September 2010 - January 2011

Skills
Banking, Financial Services, Relationship Management, Credit, Branch Management, Florida Notary, Leisure Travel, Team Leadership, French to English, German-English, Retail Banking, Strategic Planning, Leadership, Customer Service, Investments, Retirement Planning, Asset Allocation, Investment Advisory, Financial Advisory, Mutual Funds

Education
Florida Gulf Coast University   2007 — 2010
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.5

Unitec Institute of Technology   2009 — 2009
Study Abroad, Business Administration and Management, General

Brice Pelliccioni Brice Pelliccioni Estero, Florida Details
Brice Pelliccioni's Wells Fargo Advisors Experience May 2015 - Present
Job Financial Advisor in Training
Industry Financial Services
Experience
Wells Fargo Advisors   May 2015 - Present
Bar Louie  August 2013 - March 2014
Programming Board   May 2013 - August 2013
Florida Gulf Coast University Student Government   April 2012 - May 2013
WVU Neurosurgery Externship   April 2011 - August 2011
Bose  September 2010 - February 2011

Skills
Time Management, Public Speaking, Community Outreach, Fundraising, Research, Teamwork, Customer Service, Event Planning, Leadership, Marketing, Motivation, Financial Planning, Retirement Planning

Education
Florida Gulf Coast University   2008 — 2013
Bachelor of Science (B.S.), Biology, General, Senior

Morgantown High School   2004 — 2008

Michael Ingrassio Michael Ingrassio Greater San Diego Area Details
Michael Ingrassio's Wells Fargo Advisors Experience January 2014 - Present
Job Private Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Advisors   January 2014 - Present
Wells Fargo Advisors   April 2012 - Present
Wells Fargo  January 2009 - Present
Wells Fargo  January 2007 - January 2009
Wells Fargo  September 2005 - January 2007

Skills
Credit, Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Series 7, Investments, Retirement, Insurance, Private Banking, Securities, Relationship Management, Loans, Series 63, Wealth Management

Education
SUNY at Buffalo   1999 — 2004
Bachelor's degree, Health & Wellness

Finger Lakes Community College   1998 — 1999
Bachelor's degree, Health and Wellness, General

Geneva High School   1993 — 1997
Regents Diploma

Evan Blake Evan Blake United States Details
Evan Blake's Wells Fargo Advisors Experience November 2011 - November 2013
Job Passed CFA Level 1 exam. CFA Level 2 candidate.
Industry
Experience
JPMorgan Chase & Co.   July 2015 - Present
JPMorgan Chase & Co.   December 2013 - Present
Wells Fargo Advisors   November 2011 - November 2013
Wells Fargo  August 2010 - November 2011

Education
Florida Atlantic University   2006 — 2010
Bachelor's Degree, Finance, General

Kevin Geisler Kevin Geisler Rockford, Illinois Details
Kevin Geisler's Wells Fargo Advisors Experience January 2010 - January 2012
Job Investment Advisor Representative
Industry Financial Services
Experience
The Legend Group  December 2014 - Present
ProEquities  May 2012 - May 2014
Wells Fargo Advisors   January 2010 - January 2012
The Hartford Life Insurance Co.   October 2005 - December 2009
New York Life Insurance Company  January 2005 - September 2005
Thrivent Financial for Lutherans  October 2001 - January 2005

Skills
Retirement Planning, Wealth Management, Long Term Care Insurance, Wealth Accumulation..., Multi-generational..., Intergenerational...

Education
Eureka College   1993 — 1995
Bachelor of Arts (B.A.) Education - History

Brian J. Goldberg, CFP® Brian J. Goldberg, CFP® Atlanta, Georgia Details
Brian J. Goldberg, CFP®'s Wells Fargo Advisors Experience October 2006 - January 2009
Job Regional Sales Manager/External Wholesaler at Great American Insurance
Industry Financial Services
Experience
Great American Insurance Group - Annuities   July 2015 - Present
Wells Fargo  June 2014 - July 2015
Wells Fargo  November 2012 - June 2014
UBS Financial Services, Inc.   January 2009 - November 2012
Wells Fargo Advisors   October 2006 - January 2009

Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Fixed Annuities, Uniform Combined State..., Investments, Strategic Financial..., Mutual Funds, Retirement, Portfolio Management, Estate Planning, Loans, Finance, Asset Allocation, Certified Financial..., Disability Insurance, Life Insurance, Long Term Care Insurance, Securities, Wealth

Education
Florida State University - College of Business   2005 — 2006
MBA, Finance and Real Estate Development

Florida State University   2000 — 2004
BS, Finance and Real Estate Analysis

Dougie Almeida Dougie Almeida Miami/Fort Lauderdale Area Details
Dougie Almeida's Wells Fargo Advisors Experience October 2007 - April 2010
Job Stand Up Comedian/Radio Host/ Actor/ Producer
Industry Entertainment
Experience
TADDA Productions   April 2010 - Present
WEI Network   2010 - Present
Comedy Zone   December 2011 - Present
Funny Business Agency   2012 - Present
Charter Financial Group, Inc.   April 2010 - Present
Wells Fargo Advisors   October 2007 - April 2010

Skills
Publicity, Radio, Emcee, Public Speaking, Entertainment, Comedy, Voice Over, Television, Improvisation, Marketing, Film Production, Acting, Public Relations, Stand-up Comedy, Social Networking, Broadcast, Theatre, Advertising, Sound, Event Management, Event Planning, Performing Arts, Video, Festivals, Stage, Voice Acting, Radio Host, Film, Music, Corporate Events, Live Events, Video Production, Directing, Producing, Storytelling, Short Films, Commercials, Screenwriting, Radio Broadcasting, Drama, Singing, Creative Writing, Scripting, Feature Films, Final Cut Pro, Video Editing, New Media, Music Videos, Entertainment Industry, Reality

Education
Nova Southeastern University   1987 — 1989
BS Bus Administration, Finance, Marketing, Phylosophy

Flagler College   1985 — 1987
None, Psychology Study

Coconut Creek High School   1981 — 1985
High School Diploma, General

Bill Hatcher Bill Hatcher Saint Helena Island, South Carolina Details
Bill Hatcher's Wells Fargo Advisors Experience January 2009 - October 2013
Job Retired/self employed
Industry Financial Services
Experience
Self employed  October 2013 - Present
Wells Fargo Advisors   January 2009 - October 2013
Wachovia Securities  October 2007 - December 2008
A G Edwards  July 2002 - September 2007
A G Edwards  January 2001 - June 2002
A G Edwards  January 1995 - December 2000

Skills
Series 7, Series 63, Wealth Management, Portfolio Management, Securities, Mutual Funds, Investments, Financial Services, Asset Allocation, FINRA, Investment Advisory, Retirement Planning

Education
Florida State University   1979 — 1981
BS, Business, Marketing

Beverly Bourazak Beverly Bourazak Peoria, Illinois Details
Beverly Bourazak's Wells Fargo Advisors Experience September 2012 - April 2013
Job Assistant Vice President, Residential Loan Officer at Associated Bank
Industry Financial Services
Experience
Associated Bank  September 2015 - Present
Wells Fargo Home Mortgage  July 2014 - September 2015
Wells Fargo Home Mortgage  April 2013 - July 2014
Wells Fargo Advisors   September 2012 - April 2013
Diversified Services Network  May 2012 - April 2013

Skills
Microsoft Office, Social Media, Excel, Word, PowerPoint, Office Equipment, Direct Marketing, Promotions, Event Planning, Customer Service, Customer Relations, Fundraising, Social Networking, Facebook, Volunteering, Pac2, Primavera, Web Content Management, Microsoft Excel, Contract Negotiation, Marketing, Marketing Communications, Microsoft Word, Sales, Strategic Planning, Team Building, Leadership, Public Speaking, Management, Banking, Finance, Loans

Education
Eureka College   2009 — 2011
Bachelor's Degree, Major in Communication, Minor in Business Administration, 3.4

Illinois Central College   2007 — 2009
Associate's Degree, Arts and Sciences, Communication, 3.8

Frances Hsu Frances Hsu New York, New York Details
Frances Hsu's Wells Fargo Advisors Experience August 2008 - May 2010
Job Manager, Global Store Experience at Gap Inc.
Industry Marketing and Advertising
Experience
Gap Inc./ Gap   March 2015 - Present
Gap Inc./ Gap   September 2014 - March 2015
rag & bone  October 2012 - September 2014
Warby Parker  August 2012 - October 2012
Pacific Sunwear  June 2011 - June 2012
Pacific Sunwear  May 2010 - June 2011
Wells Fargo Advisors   August 2008 - May 2010
Morgan Stanley Smith Barney  September 2005 - July 2008

Skills
Visual Merchandising, Merchandising, Styling, Retail, Fashion, Photoshop, Illustrator, Adobe Creative Suite, Creative Direction, InDesign, Microsoft Office, Graphic Design, Customer Service, Microsoft Excel, Sales, Trend Analysis, Event Planning, Apparel, Marketing, Management, Leadership

Education
Fashion Institute of Design & Merchandising   2009 — 2010
Professional Designation Associate of Arts, Visual Communications

University of California, Irvine   2001 — 2004
Bachelor of Arts, Economics Major, Management Minor

Eric Cordes Eric Cordes Portland, Oregon Details
Eric Cordes's Wells Fargo Advisors Experience August 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2015 - Present
Merrill Lynch  November 2012 - August 2015

Skills
Microsoft Office, Finance, Customer Service, Investments

Education
Florida State University   2008 — 2012
Bachelor of Science (BS), Finance, General, 3.1

Rosalyn Ratchford-Shook Rosalyn Ratchford-Shook Greater Atlanta Area Details
Rosalyn Ratchford-Shook's Wells Fargo Advisors Experience September 2008 - April 2010
Job Regional Vice President, Dreyfus Investments/ BNY Mellon
Industry Financial Services
Experience
Dreyfus  April 2010 - Present
Wells Fargo Advisors   September 2008 - April 2010
Morgan Stanley  December 1993 - May 2006

Skills
Series 7

Education
Florida State University   1985 — 1989
B.S., Economics

Nancy McKenzie Nancy McKenzie Charlotte, North Carolina Area Details
Nancy McKenzie's Wells Fargo Advisors Experience 2010 - Present
Job Compliance Consultant at Wells Fargo
Industry Insurance
Experience
Wells Fargo Advisors   2010 - Present
Wells Fargo Insurance Services  2008 - 2010
Wachovia Insurance Services  July 2000 - 2008

Skills
Series 7, Financial Services, Series 63, Risk Management

Education
Fayetteville State University
Computer Science

Josh Leppo Josh Leppo Naples, Florida Details
Josh Leppo's Wells Fargo Advisors Experience January 2015 - June 2015
Job Florida Gulf Coast University Alumni
Industry Marketing and Advertising
Experience
Wells Fargo Advisors   January 2015 - June 2015
Touring Golf Professional   May 2012 - December 2014
Tiburón Golf Club   September 2012 - November 2013
Calusa Pines Golf Club Llc   November 2011 - October 2012
Edwin Watts Golf  March 2004 - January 2008

Skills
English, Microsoft Excel, Microsoft Word, Social Media, Marketing, Research, Customer Service, Sales, Public Relations, Challenge Driven, Cultural Awareness, Team Leadership, Organization Skills, Editing

Education
Florida Gulf Coast University   2008 — 2012
Bachelor of Science (B.S.), Communication, General

University of Hartford   2007 — 2008
Business/Commerce, General

Gulf Coast High School   2003 — 2007

Christian Damian Cabrera Christian Damian Cabrera Miami/Fort Lauderdale Area Details
Christian Damian Cabrera's Wells Fargo Advisors Experience July 2011 - June 2013
Job Financial Professional
Industry Banking
Experience
Primerica  November 2013 - June 2015
BB&T  February 2014 - September 2014
Wells Fargo Advisors   July 2011 - June 2013
American Precious Metals, LLC.   2010 - 2011
Hawaii Visitors & Convention Bureau  2009 - 2010
Bank Hapoalim  2007 - 2009

Skills
Customer Service, Multilingual, Retail Banking, Sales, Sales Prospecting, Phone Etiquette, Outsourcing, Small Business, Banking, Loans, Credit, Mortgage Lending, Credit Analysis, Relationship Management, Finance, Financial Services, Commercial Banking, Portfolio Management, Leadership

Education
Florida National College-Main Campus   2004 — 2005
Associate's degree, Medicine

Ken Nyiri Ken Nyiri Miami/Fort Lauderdale Area Details
Ken Nyiri's Wells Fargo Advisors Experience 1998 - 2002
Job Wholesaler | Trusted Advisor to Financial Professionals | Annuities | Alternatives | Investments | Retirement Planning
Industry Financial Services
Experience
WealthVest  2014 - Present
Florida Atlantic University  2012 - 2014
Franklin Square Capital Partners  2010 - 2012
Franklin Templeton Investments  2003 - 2010
Wells Fargo Advisors   1998 - 2002
Wells Fargo Advisors   1995 - 1998

Skills
Mutual Funds, Retirement Planning, Fixed Annuities, Separately Managed..., Series 7, Alternative Investments, New Business Development, Asset Allocation, Financial Services, Series 24, Building Relationships, Business Development, Coaching, Public Speaking, Team Building, Variable Annuities, Uniform Combined State..., ETFs, Series 65, Investment Advisory, Financial Markets, Fixed Income, Investment Advisory..., Unit Investment Trusts, Broker-Dealer, Building Key Strategic..., College Funding..., Consultative Sales..., Equity Indexed Annuities, Financial Institutions, Florida Life, Highly Organized &..., Indexed Annuities, Key Account Acquisition..., Licensed Life Insurance..., Market Share, Mentoring, Oral & Written..., Proactive self-starter, RIAs, Salesforce.com, Series 66, Solid Presentation..., Strategic Prospecting, Structured Investments, Territory Development, Territory Management, Tax-advantaged..., Tax Free Income

Education
Florida International University - College of Business
Bachelor's Degree, Finance Major with an Area of Specialization in Investments

Florida Atlantic University
Certified Financial Planner Certification Program

KOURTNEY HANKINS KOURTNEY HANKINS New York, New York Details
KOURTNEY HANKINS's Wells Fargo Advisors Experience January 2004 - January 2010
Job Associate Knitwear Designer at Knit Resource Center
Industry Apparel & Fashion
Experience
Knit Resource Center   August 2014 - Present
The Jones Group,Inc.   April 2014 - August 2014
The Jones Group Inc.  April 2014 - April 2014
Missoni  September 2013 - November 2013
Agnona [Zegna Group]   June 2013 - September 2013
Chistian Siriano   March 2011 - July 2011
alice + olivia  December 2010 - March 2011
Wells Fargo Advisors   January 2004 - January 2010

Skills
Fashion Design, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Adobe Bridge, Shima Seiki, Brother Knitting, Coppo Knitting, Dubied Knitting, Letra, Web PDM, Digital Printing, Gerber Accumark, Teamwork, Microsoft Office, Customer Service, Public Speaking, Social Media, Research, Illustrator, Photoshop, PDM, Fashion

Education
Fashion Institute of Technonlogy in Collaboration with Politecnico di Milano [Milan, IT]   2011 — 2013
Bachelor of Arts (B.A.), International Fashion Design

Fashion Institute of Technology   2010 — 2010
Associate of Arts (AA), Fashion/Apparel Design

Virginia Commonwealth University   2003 — 2008
Bachelor's degree, Business Administration and Management

Silvia Atanasova Silvia Atanasova San Francisco Bay Area Details
Silvia Atanasova's Wells Fargo Advisors Experience April 2014 - January 2015
Job Executive Team Assistant and Branch Technology Liaison at UBS
Industry Financial Services
Experience
UBS  February 2015 - Present
Wells Fargo Advisors   April 2014 - January 2015
Wells Fargo Advisors   April 2014 - January 2015
UBS Wealth Management  April 2011 - April 2014

Skills
Series 7, Series 66, 2-15 Insurance Licensed

Education
Florida Atlantic University
Bachelor's degree, Accounting

Anita Jamison Anita Jamison Charlotte, North Carolina Area Details
Anita Jamison's Wells Fargo Advisors Experience October 2005 - June 2011
Job Owner, pasche
Industry Apparel & Fashion
Experience
pasche   September 2011 - Present
Allstate  December 2011 - June 2012
Wells Fargo Advisors   October 2005 - June 2011

Skills
Apparel, Retail, Merchandising, Customer Service, Microsoft Office, Photoshop, Social Media, Visual Merchandising, Microsoft Word

Education
Fashion Institute of Technology   1977 — 1981
Associate's degree, FASHION BUYING AND MERCHANDISING

Jonathan Soto Jonathan Soto Miami/Fort Lauderdale Area Details
Jonathan Soto's Wells Fargo Advisors Experience 1997 - 2003
Job Managing Director
Industry Financial Services
Experience
BNY Mellon  May 2014 - Present
BNY Mellon  January 2008 - April 2014
Colonial Bank  2004 - 2007
SunTrust Bank  2003 - 2004
Wells Fargo Advisors   1997 - 2003

Skills
Asset Managment, Estate Planning, Private Banking, Comprehensive Wealth..., Portfolio Management, Strategic Financial..., Alternative Investments, Portfolio Strategy, Intergenerational..., Hedge Funds, Portfolio Optimization, Private Wealth..., Wealth Preservation..., Bloomberg, Thompson One, Fixed Income, Equities

Education
Florida International University
Bachelor of Arts (B.A.), Finance, General

Florida Trust School
CTFA Certificate, Trust Administration

Nova Southeastern University
Master's degree, Business Administration and Management, General

Tyler Kobryn Tyler Kobryn Pensacola, Florida Area Details
Tyler Kobryn's Wells Fargo Advisors Experience 2009 - 2010
Job Regions teller II
Industry Financial Services
Experience
Regions Bank  June 2014 - Present
Dillard's Department Store  April 2012 - June 2014
Arthritis Foundation  August 2011 - August 2012
Wells Fargo Advisors   2009 - 2010

Skills
Sales, Merchandising, Retail, Visual Merchandising, Customer Service, GIS systems, Teamwork, Loss Prevention, Microsoft Office, Microsoft Word, Social Networking, PowerPoint, Team Building, Research, Microsoft Excel, Outlook, Banking, Public Speaking, Data Entry, Marketing, Facebook, Leadership, Advertising, Training, Coaching, Apparel

Education
Florida State University   2006 — 2011
Geography, Environmental studies and GIS

myriam aulestia myriam aulestia Pompano Beach, Florida Details
myriam aulestia's Wells Fargo Advisors Experience February 2009 - August 2012
Job suntrust
Industry Banking
Experience
SunTrust Bank  August 2012 - Present
INVERSPAIN INTERNATIONAL CORP   January 2006 - November 2012
Wells Fargo Advisors   February 2009 - August 2012
Sr. Account Representative   January 2003 - December 2005

Skills
CRM, Sales, Management, Leadership, Customer Service, Strategic Planning, New Business Development, Cross-functional Team..., Marketing, Banking, Budgets, Cold Calling, Insurance, Loans, Marketing Management, Marketing Strategy, Networking, Portfolio Management, Product Management, Sales Management, Selling, Financial Services, Analysis

Education
Florida Atlantic University   2006 — 2008
Bachelor of Arts (B.A.), International Business/Trade/Commerce

Florida Atlantic University

Scott A. Orr. Scott A. Orr. United States Details
Scott A. Orr.'s Wells Fargo Advisors Experience November 2014 - Present
Job Senior Vice President Branch Manager at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors   November 2014 - Present
Wells Fargo Advisors   December 2008 - October 2014
Wells Fargo Securities  January 2007 - November 2008
Morgan Stanley  April 1987 - September 2005
Dean Witter Reynolds Inc.  June 1979 - August 1982

Education
Florida Atlantic University   1979 — 1982
Master's degree, Secondary Education and Teaching

Florida Atlantic University   1977 — 1979
Bachelor's degree, Secondary Education and Teaching

Andrew Hatherley Andrew Hatherley Las Vegas, Nevada Details
Andrew Hatherley's Wells Fargo Advisors Experience April 2001 - December 2008
Job Managing Principal, The Retirement Solutions Group
Industry Financial Services
Experience
The Retirement Solutions Group   December 2008 - Present
Wells Fargo Advisors   April 2001 - December 2008

Skills
Investments, Portfolio Management, Financial Analysis, Management, Strategic Financial..., Wealth Management, Retirement Planning

Education
ESADE Business School   1989 — 1990
Certificate in International Management

McGill University   1988 — 1990
MBA, International Business

University of Manitoba   1983 — 1987
Bachelor of Arts, History, Latin American Studies

Moises (Mo) Cardenas Moises (Mo) Cardenas Greater Atlanta Area Details
Moises (Mo) Cardenas's Wells Fargo Advisors Experience April 2007 - August 2009
Job Analytic Linguist (Spanish)/ Public Administration
Industry Public Policy
Experience
Metropolitan Interpreters and Translators, Inc  October 2012 - Present
Georgia House Democratic Caucus  September 2012 - November 2012
Office of the Georgia House Minority Leader Stacy Abrams   January 2011 - April 2011
Georgia Department of Economic Development  2010 - 2010
Wells Fargo Advisors   April 2007 - August 2009
Vanguard  July 2006 - April 2007
Weddington High School  September 2005 - June 2006

Skills
Spanish Interpretation, Investor Relations, Budget Analysis, Financial Services, Public Policy, Public Administration, Spanish, Public Speaking, Non-profits, Budgets, Interpreting, Community Outreach, Research, Leadership, Event Planning, Program Evaluation, Nonprofits, Data Analysis, Analysis, Government, Public Relations, Policy Analysis, Leadership Development, Training, Program Development, Fundraising, Program Management, Microsoft Word, Teaching, Customer Service, Editing, Volunteer Management, Community Development, Policy, Grant Writing

Education
Georgia State University   2009 — 2011
Masters of Public Administration, Public Administration

Florida State University   2000 — 2004
Bachelor of Arts, International Affairs & Anthropology

Christopher Giusti Christopher Giusti Greater New York City Area Details
Christopher Giusti's Wells Fargo Advisors Experience September 2010 - December 2010
Job US Fuel Oil Broker at Marex Spectron
Industry Financial Services
Experience
Marex Spectron  January 2015 - Present
Newedge  August 2013 - December 2014
Newedge  September 2012 - August 2013
Toussaint Capital Partners  July 2011 - June 2012
Wells Fargo Advisors   September 2010 - December 2010
BGC Partners  June 2010 - August 2010
Newedge  June 2009 - August 2009

Skills
Series 7, Microsoft Office, Series 63, Series 3, Bloomberg, Microsoft Excel, Series 55, Fixed Income, Equities, Investments, Bonds, PowerPoint

Education
Fairfield University   2007 — 2011
Bachelor of Science, Major in Finance; Minor in Economics

Carolyn Gaetano Carolyn Gaetano Greater New York City Area Details
Carolyn Gaetano's Wells Fargo Advisors Experience July 2011 - December 2011
Job Management Consulting Professional
Industry Hospitality
Experience
State of Connecticut, Hartford, CT   January 2014 - May 2014
Reed Exibitions   January 2006 - 2014
STATE OF CONNECTICUT, Hartford, CT   January 2013 - March 2013
Wells Fargo Advisors   July 2011 - December 2011
Wells Fargo Advisors   June 2008 - June 2009
Reed Exhibitions  November 2004 - December 2005
TRAVEL TECHNOLOGY GROUP  January 2001 - January 2004
THE WESTIN STAMFORD HOTEL   January 1999 - January 2001
Wyndham Miami   January 1995 - January 1998

Skills
Motivated, Organized, Detail Oriented, Budgets, Corporate Events, Trade Shows, Customer Service, Management, Leadership, Microsoft Excel, Microsoft Office, Customer Satisfaction, Logistics, Event Management, Operations Management, Event Planning, Account Management, Marketing Strategy, Marketing Communications, Marketing, Sales, New Business Development, Hospitality, B2B, Business Development, Social Media Marketing, Sponsorship, Email Marketing

Education
Endicott College
Associates Degree in Science, Marketing

University of New Haven

Kerrie Bourque Kerrie Bourque Greater Boston Area Details
Kerrie Bourque's Wells Fargo Advisors Experience March 2014 - April 2014
Job Marketing Specialist at Kronos
Industry Marketing and Advertising
Experience
Kronos  January 2015 - Present
Kronos  June 2014 - January 2015
Wells Fargo Advisors   March 2014 - April 2014
Morgan Stanley  January 2014 - March 2014
Kronos  June 2013 - August 2013
Cape Cod Baseball League  June 2012 - August 2012

Skills
Microsoft Office, Facebook, Microsoft Excel, PowerPoint, Marketing Research, Social Media, Public Speaking, Marketing Communications, Oracle CRM, Data Analysis, Multi Tasking, Public Relations, Social Media Marketing, Event Planning, Customer Service, Social Networking, Eloqua, Microsoft Office..., Marketing Analytics, Lead Generation, SPSS, Microsoft Word, Marketing

Education
Fairfield University   2011 — 2014
Bachelor of Arts (BA), Communications and Marketing

University of autonoma, Barcelona Spain   2012 — 2012
study abroad

University of Mary Washington   2010 — 2011
Business Communications

Cynthia Cilwik, CFP(R) Cynthia Cilwik, CFP(R) White Plains, New York Details
Cynthia Cilwik, CFP(R)'s Wells Fargo Advisors Experience March 1997 - Present
Job Vice PresidentInvestment Officer at Well Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 1997 - Present

Skills
Retirement Planning, Investments, Asset Allocation, Fixed Income Strategies, Retirement Income, 401 (k) Rollovers, Estate Investment...

Education
Fairleigh Dickinson University
MBA Degree, Marketing

Kurt Wolgast Kurt Wolgast Tampa/St. Petersburg, Florida Area Details
Kurt Wolgast's Wells Fargo Advisors Experience December 2013 - Present
Job Operations Liaison at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   December 2013 - Present
Ocala, Florida  2012 - Present
Morgan Stanley Smith Barney  2009 - 2012
Smith Barney  2006 - 2009
Smith Barney  2002 - 2006
Franklin Templeton Investments  2000 - 2002

Skills
Mutual Funds, Investments, Risk Management, Customer Service, Financial Risk, Operations Management, Asset Allocation, Relationship Management, Branch Management, Business Process..., Team Management, Analytical Reasoning, Interpersonal Leadership, High Organizational..., Employee Training, Employee Management, Project Management

Education
Florida Southern College   1993 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies

Santa Fe Catholic   1990 — 1993

Lakeland Highlands

Lizbeth Castellano Lizbeth Castellano Miami/Fort Lauderdale Area Details
Lizbeth Castellano's Wells Fargo Advisors Experience April 2014 - December 2014
Job "Better to remain silent and be thought a fool than to speak out and remove all doubt." Abraham Lincoln
Industry Banking
Experience
Calvary Chapel Fort Lauderdale  January 2007 - Present
Wells Fargo Advisors   April 2014 - December 2014
Peace Corps  June 2011 - June 2012
SunTrust Bank  May 1998 - December 2011

Skills
French, Arabic, English/Spanish Tutor, Coordination, Teamwork, Spanish, Public Speaking, Multilingual, Social Networking, International..., English, Non-profits, Nonprofits, Fundraising, Time Management, Event Planning

Education
Florida International University   2013 — 2014
Bachelor's degree, Certificate in Court/General Interpretation

Florida International University   2009 — 2011
BA International Relations, National Security Studies, Minor in Geography

Florida International University   2003 — 2007
BS Hospitality Management, Hotel Management

Alfonso Jimenez, CRPC® Alfonso Jimenez, CRPC® Miami, Florida Details
Alfonso Jimenez, CRPC®'s Wells Fargo Advisors Experience March 2008 - March 2011
Job Assistant Vice President, Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  March 2011 - Present
Wells Fargo Advisors   March 2008 - March 2011
First Franklin Financial  February 2001 - March 2008

Skills
Credit, Finance, Mortgage Lending, Financial Analysis, Banking, Loans, Portfolio Management, Residential Mortgages, Customer Service, Loan Origination

Education
Florida State University   1997 — 1999
Bachelor of Science, Pyschology

Miami Dade College   1993 — 1997
Associate in Art, Pre-Med

Daniel Meehan Daniel Meehan Greater St. Louis Area Details
Daniel Meehan's Wells Fargo Advisors Experience November 2005 - Present
Job First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2005 - Present
Hoefer & Arnett, Inc.   July 2004 - November 2005
Fox-Pitt, Kelton  March 2001 - June 2004
Prudential Securities  July 2000 - March 2001
Prudential Securities  July 1996 - July 1998
State Street  June 1995 - June 1996

Skills
Securities, Equities, Investment Strategies, Financial Advisory

Education
University of South Carolina - Darla Moore School of Business   1998 — 2000
MBA, Finance

Fairfield University   1991 — 1995
BA, Economics

Dover-Sherborn Reg H.S.   1987 — 1991

John Nimon John Nimon Greater New York City Area Details
John Nimon's Wells Fargo Advisors Experience September 2010 - June 2013
Job Financial Advisor at Guardian
Industry Financial Services
Experience
Guardian Life  July 2013 - Present
Wells Fargo Advisors   September 2010 - June 2013
Merrill Lynch  September 1979 - May 2008

Skills
Investments, Retirement Planning, Asset Management, Finance, Wealth Management, Series 7, Portfolio Management, Fixed Income, Equities, Securities, Mutual Funds, Capital Markets, Credit

Education
Fairleigh Dickinson University   1976 — 1980
Science

Amanda Ingle, PMP Amanda Ingle, PMP Charlottesville, Virginia Area Details
Amanda Ingle, PMP's Wells Fargo Advisors Experience May 2011 - September 2011
Job Sr. I.T. Project Manager at Anthem, Inc.
Industry Health, Wellness and Fitness
Experience
Anthem, Inc.   September 2011 - Present
Wells Fargo Advisors   May 2011 - September 2011
WellPoint  April 2010 - April 2011
Virginia Department of Transportation (VDOT)   October 2007 - September 2009

Skills
Project Management, Business Process..., Risk Management, Requirements Gathering, Project Delivery, Team Building, Visio, Project Portfolio..., Requirements Analysis, Vendor Management, Business Requirements, Team Leadership, Integration, Leadership, Software Documentation, Disaster Recovery, E-commerce, Business Process, PMP, SDLC, Process Improvement, Program Management, Business Analysis, Information Technology

Education
Florida International University - College of Business Administration   1984 — 1987
BBA, with honors, Management Information Systems

University of Houston   1978 — 1982
Studied General Business with specialization in Computer Information Systems

Mario LiVecchi Mario LiVecchi Princeton, New Jersey Details
Mario LiVecchi's Wells Fargo Advisors Experience May 2008 - April 2011
Job Financial Executive at Princeton Investment Services
Industry Financial Services
Experience
Princeton Investment Services   April 2011 - Present
Wells Fargo Advisors   May 2008 - April 2011
Ameriprise Financial  May 2006 - March 2008

Skills
Wealth Management, Management Consulting, Financial Advisory, Series 7, Financial Services, Mutual Funds, Stocks, Municipal Bonds, Corporate Bonds, Estate Planning, Fixed Income Strategies, Investment Management, Retirement Planning, Financial Planners, Securities

Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance

David J. Thompson | MBA David J. Thompson | MBA Greater Chicago Area Details
David J. Thompson | MBA's Wells Fargo Advisors Experience April 2010 - April 2011
Job David J. Thompson | Chief Financial Officer (CFO) | Senior Executive | International Banker | Private Equity | Advisory
Industry Financial Services
Experience
Asian Human Services, Inc.   June 2012 - Present
Minimal Inc. / Lunatik   June 2014 - December 2014
C-level Executive Partners   June 2003 - May 2014
Wells Fargo Advisors   April 2010 - April 2011
Mizuho Securities USA Inc.  June 2005 - June 2008
National Steel Car  April 1999 - May 2003
HypoVereinsbank  March 1997 - April 1999
Rabobank  January 1996 - March 1997
Bank of Montreal  September 1989 - December 1995
Bentley Industries   June 1984 - September 1987

Skills
Corporate Finance, International Finance, Structured Finance, Personal Finance, Capital Budgeting, Working Capital..., Capital Structure, Leasing, Equipment Finance, Financial Accounting, Debt Structuring, Board Presentations, Corporate Partnerships, Strategic Planning, Private Placements, Private Equity, Wealth Management, Budgeting, Contract Negotiations, Bank Negotiations, Investment Banking, Commercial Banking, Financial Management, Budgets, Managerial Finance, Finance, Start-ups, Restructuring, Valuation, Negotiation

Education
Erasmus University Rotterdam   1987 — 1989
MBA

University of Pennsylvania - The Wharton School   1988 — 1988
International MBA Exchange Program

Harvard University   1980 — 1984
B.A., Economics

Art Kuhlmann Art Kuhlmann Greensboro/Winston-Salem, North Carolina Area Details
Art Kuhlmann's Wells Fargo Advisors Experience May 2009 - Present
Job Technical Project Manager
Industry Banking
Experience
Wells Fargo Advisors   May 2009 - Present
Wachovia, A Wells Fargo Company  July 1978 - May 2009
Florida State University  1976 - 1977

Education
Florida State University - College of Business   1975 — 1976
MBA, Marketing

University of South Florida   1973 — 1975
BA, Marketing

Pierre Murtin Pierre Murtin Greater New York City Area Details
Pierre Murtin's Wells Fargo Advisors Experience September 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors   September 2011 - Present
Morgan Stanley Smith Barney  May 2010 - August 2011
GE Commercial Finance - Real Estate  2005 - 2009
GE Capital Aviation Services  1995 - 2009
Citibank  October 1979 - October 1995
ISG New York   1991 - 1993

Skills
FX Options, Project Management, Aviation, Portfolio Management, Financial Modeling, Asset Managment, Structured Finance

Education
The University of Chicago   1972 — 1974
MBA, Finance, Statistics

Lycee Claude Lebois   1961 — 1968
Baccalaureat, Mathematics

ESCP Europe

Paisley Dennehy Wessel,CFP® CIMA® CRC® CIMC® Paisley Dennehy Wessel,CFP® CIMA® CRC® CIMC® Raleigh-Durham, North Carolina Area Details
Paisley Dennehy Wessel,CFP® CIMA® CRC® CIMC®'s Wells Fargo Advisors Experience 1998 - Present
Job SENIOR VICE PRESIDENTINVESTMENT OFFICER at WELLS FARGO ADVISORS,LLC
Industry Financial Services
Experience
Wells Fargo Advisors   1998 - Present

Skills
Retirement, Relationship Management, Cash Management, Customer Service, Finance, Public Speaking, Budgets, Team Building, Strategic Planning, Social Media, Research, Community Development, Negotiation, Leadership

Education
Fairfield University
BA

Long Island University

University of Pennsylvania - The Wharton School

Christian Clinton, CFP® Christian Clinton, CFP® Stuart, Florida Details
Christian Clinton, CFP®'s Wells Fargo Advisors Experience May 2007 - Present
Job Cohen & Clinton Wealth Management Group, First VicePresident Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2007 - Present
A. G. Edwards   January 2000 - May 2007
Audio Advisors   1994 - 1999
Southwestern Company  1996 - 1998

Skills
Chris offers his...

Education
Florida Atlantic University   1996 — 1999
BS, Finance

East Meadow High School

Jorge R. Cortes Jorge R. Cortes Miami/Fort Lauderdale Area Details
Jorge R. Cortes's Wells Fargo Advisors Experience January 2011 - July 2011
Job Investments
Industry Investment Management
Experience
International Assets Advisory  July 2013 - August 2014
Wells Fargo  October 2011 - July 2013
Merrill Lynch  June 2011 - October 2011
Wells Fargo Advisors   January 2011 - July 2011
CBG Financial / Gunn Allen Financial   February 2008 - December 2010

Skills
Asset Management, Series 7, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Investments, Banking, Credit, Financial Analysis, Financial Markets, Finance, Loans, Sales, Management, Mutual Funds, Private Banking, Securities, Equities

Education
Florida International University - College of Business Administration
Finances, Economics, Banking

Denise Stavish Denise Stavish Greater San Diego Area Details
Denise Stavish's Wells Fargo Advisors Experience August 2013 - Present
Job PCG Branch Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2013 - Present
Stratos Wealth Partners  May 2013 - August 2013
Wells Fargo Advisors   November 2012 - May 2013
Wells Fargo Advisors, LLC  January 2011 - November 2012
Novalar Pharmaceuticals  January 2009 - January 2011
Merrill Lynch  August 2008 - January 2009
Fuzzy Dice   October 2003 - October 2004
Walt Disney Feature Animation  November 1994 - November 2002

Skills
Sales, Customer Service, Management, CRM, Sales Operations, Marketing, Account Management, Teamwork, Marketing Strategy, Financial Services, Investment Brokerage

Education
Platt College   2010 — 2011
3D Animation, Organic Modeling

Gnoman School of Visual Effects   2001 — 2003
Maya Modeling, Animation, Texture Mapping, Lighting

Fashion Institute of Technology   1989 — 1994
BFA, Illustration

Elorine Baptiste Elorine Baptiste Greater St. Louis Area Details
Elorine Baptiste's Wells Fargo Advisors Experience 1983 - Present
Job AVP Process Manager Fixed Income,Equity, Prime Brokerage at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  AVP Process Manager Fixed Income,Equity, Prime BrokerageWells Fargo Advisors, LLCMay 1983 - Present
Wells Fargo Advisors   1983 - Present
Wachovia Securities, LLC  May 1983 - June 2005

Skills
Equities, Back Office, Fixed Income, Prime Brokerage, Settlement, Asset Management, Financial Services, Mutual Funds, Capital Markets, Securities, Series 7

Education
Fashion Institute of Technology   1976 — 1980
Fashion Design

LaGuardia Community College   1974 — 1976
AAS, Business

Bianca Pacheco Bianca Pacheco Greater New York City Area Details
Bianca Pacheco's Wells Fargo Advisors Experience December 2010 - May 2011
Job Marketing Coordinator at Swatch Group
Industry Marketing and Advertising
Experience
Swatch Group  January 2014 - Present
UBS Wealth Management  2013 - Present
Ciao Bella Gelato  May 2012 - September 2012
PR Revolution  January 2012 - May 2012
Wells Fargo Advisors   December 2010 - May 2011
J.Crew  October 2010 - January 2011

Skills
Social Media, Market Research, Quick Learner, Organized, Motivated, Creative

Education
Fairleigh Dickinson University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing

Nicholas Johanson, CRPC Nicholas Johanson, CRPC Greater Chicago Area Details
Nicholas Johanson, CRPC's Wells Fargo Advisors Experience April 2008 - April 2010
Job Enrollment Specialist at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  November 2013 - Present
John Hancock Life Insurance Company (U.S.A.)   August 2010 - November 2013
Wells Fargo Advisors   April 2008 - April 2010

Skills
CRPC, Series 7, Series 63, Finance, Investments, Public Speaking, Research, Access, Insurance, Social Media, Financial Modeling, Portfolio Management, PowerPoint, General Securities...

Education
Florida Gulf Coast University   2006 — 2010
Bachelor of Science (B.S.), Finance, General

Donald R. Murtaugh Donald R. Murtaugh Chicago, Illinois Details
Donald R. Murtaugh's Wells Fargo Advisors Experience April 2006 - April 2010
Job Private Banker at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Private Bank  June 2014 - Present
Morgan Stanley  March 2013 - June 2014
UBS  August 2012 - February 2013
Morgan Stanley  May 2010 - August 2012
Wells Fargo Advisors   April 2006 - April 2010
Morgan Stanley  January 2006 - April 2006
Morgan Stanley  November 2005 - December 2005
Morgan Stanley  April 2002 - October 2005
Morgan Stanley  July 2000 - April 2002
Merrill Lynch  June 1996 - July 2000

Skills
Series 7, Series 63, Mortgage Lending, Residential Mortgages, Microsoft Office, Cross Selling, Team-oriented, Private Banking, Mortgage Banking, Banking, Personal Financial..., Team Leadership, Wealth Management, Commercial Banking, Consumer Financing, Securities Based Lending

Education
Florida State University
Finance, Finance, General

Jeannette Bosch, MBA Jeannette Bosch, MBA Miami/Fort Lauderdale Area Details
Jeannette Bosch, MBA's Wells Fargo Advisors Experience March 2010 - April 2012
Job Vice President, Banking Center Manager at City National Bank
Industry Banking
Experience
City National Bank of Florida  September 2014 - Present
City National Bank of Florida  April 2012 - September 2014
Wells Fargo Advisors   March 2010 - April 2012
Wells Fargo  December 2009 - April 2012

Skills
Small Business Lending, Consumer Lending, Credit Analysis, Credit, Banking, Portfolio Management, Investments, Cash Management, Cross Selling, Financial Analysis, Asset Managment, Strategic Financial..., Sales Presentations, Document Management, Asset Management, Finance, Loan Origination, Financial Planning, Loans

Education
Nova Southeastern University   2007 — 2009
MBA, Masters in Business Administration

Florida State University   2001 — 2005
BS, Double Major Finance & Multi National Business Operations

St. Brendan High School   1997 — 2001
High school diploma

Ben Bruner Ben Bruner Dothan, Alabama Area Details
Ben Bruner's Wells Fargo Advisors Experience May 2013 - November 2013
Job Former Financial Advisor at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   May 2013 - November 2013
Merrill Lynch  2011 - 2012

Skills
Banking, Portfolio Management, Credit, Loans, Credit Analysis, Commercial Banking, Wealth Management, Investment Banking, Credit Risk, Mortgage Lending, Fixed Income, Investments, Equities, Commercial Lending, Financial Analysis, Finance, Risk Management, Customer Service, Team Building, Management

Education
Florida State University   1996 — 2000
Bachelor of Arts (BA), Accounting and Finance

Justice Jones Justice Jones Greater St. Louis Area Details
Justice Jones's Wells Fargo Advisors Experience August 2010 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2010 - Present
Wells Fargo Advisors   June 2009 - August 2010
Wells Fargo Advisors   December 2007 - June 2009

Skills
Financial Analysis, Financial Modeling, Finance, Forecasting, Risk Management, Strategic Financial..., Cross-functional Team..., Strategy, Management, Accounting, Analysis, Investments, Mergers & Acquisitions, Auditing, Analytics, Portfolio Management

Education
Florida Agricultural and Mechanical University   1999 — 2005
MBA, Finance/Marketing

Florida Agricultural and Mechanical University   1999 — 2005
MBA, Finance

BFWA MEP Engineers BFWA MEP Engineers Orlando, Florida Area Details
BFWA MEP Engineers's Wells Fargo Advisors Experience August 2007 - November 2008
Job Recruiter
Industry Defense & Space
Experience
IBM  August 2011 - Present
General Motors  June 2010 - January 2011
BFWA MEP Engineers   December 2008 - June 2010
Wells Fargo Advisors   August 2007 - November 2008
Booz Allen Hamilton  January 1995 - August 2007

Education
Florida State University   1993 — 1996
MBA, Finance and Accounting

Georgia Institute of Technology

Laureen Lynn Laureen Lynn Mobile, Alabama Area Details
Laureen Lynn's Wells Fargo Advisors Experience January 2014 - Present
Job
Industry Facilities Services
Experience
Wells Fargo Advisors   January 2014 - Present

Education
Florida State University   1962 — 1966
Bachelor of Arts (B.A.), Applied Mathematics

Sara Scherer Sara Scherer Charlotte, North Carolina Details
Sara Scherer's Wells Fargo Advisors Experience November 2008 - January 2014
Job Do Everything at Wells Fargo Advisors
Industry Financial Services
Experience
Belk  May 2014 - November 2014
Wells Fargo Advisors   November 2008 - January 2014
Wells Fargo  November 2007 - January 2014
Belk  2014 - 2014
Belk  2014 - 2014
CarePoint, Inc  January 2006 - November 2010
CarePoint, Inc  January 2002 - January 2006
CarePoint, Inc  November 1998 - January 2002
Great-West Life  January 1994 - October 1998
Confideration Life   January 1991 - January 1994

Skills
Management, Documentation, Access, Problem Solving

Education
Fashion Institute of Technology   1976 — 1977
Bachelor of Business Administration (B.B.A.), Retailing and Retail Operations, Graduated Cum Laude

Patsy Townsend Patsy Townsend Charlotte, North Carolina Details
Patsy Townsend's Wells Fargo Advisors Experience July 2009 - February 2011
Job Technical Project Coordinator Wells Fargo/TekSystems
Industry Information Technology and Services
Experience
Genesis10  2011 - Present
Genesis 10  February 2011 - May 2012
Wells Fargo Advisors   July 2009 - February 2011
Jack Henry & Associates  March 2008 - June 2009

Skills
Cross-functional Team..., User Acceptance Testing, MS Project, ERP

Education
University of Phoenix   2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance

Florence-Darlington Technical College   1975 — 1977
Associate of Arts and Sciences (A.A.S.), Secretarial Science

Cristina Wagner Cristina Wagner West Palm Beach, Florida Details
Cristina Wagner's Wells Fargo Advisors Experience
Job Administrative assistant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  

Skills
Lotus Notes, Series 7, Administrative..., Outlook, Data Entry, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Access, Finance, Banking, Financial Analysis, Teamwork, Event Planning, Retail Banking

Education
Florida Atlantic University
Bachelor of Applied Science (BASc), International Business

Francisco Avalle Francisco Avalle Miami, Florida Details
Francisco Avalle's Wells Fargo Advisors Experience June 2010 - September 2015
Job Country Officer Global Financial Institutions at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2015 - Present
Wells Fargo Advisors   June 2010 - September 2015

Skills
Financial Analysis, Investments, Finance, Portfolio Management, Marketing, Management, Microsoft Office, Alternative Investments, Mutual Funds

Education
University of Miami - School of Business   2012 — 2014
Master of Business Administration (MBA), Finance

Florida International University - College of Business   2003 — 2007
Bachelor of Business Administration (BBA), Marketing & International Business

Niquana Lewis Niquana Lewis Charlotte, North Carolina Details
Niquana Lewis's Wells Fargo Advisors Experience May 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Program Development
Experience
Hendrick Automotive Group  June 2014 - Present
Wells Fargo Advisors   May 2014 - Present
Private  August 2012 - March 2014
Verizon Wireless  September 2003 - August 2012

Skills
Customer Retention, Customer Service, Sales Operations, Sales, Cold Calling, Direct Sales, Management, Sales Management, Solution Selling, Investments, Business Development, Account Management, Finance, Analysis, Sales Process, Customer Satisfaction, Microsoft Office, Marketing, Strategic Planning, New Business Development, Social Networking, Training, Team Building

Education
University of North Carolina at Charlotte   2011 — 2013
Master of Business Administration (MBA), Business, Management, Finance, and Related Support Services, 3.9 GPA

Fayetteville State University   2002 — 2006
Bachelor of Applied Science (BASc), Business and Personal/Financial Services Marketing Operations, 3.4 GPA

Carmen McCoy Carmen McCoy Richmond, Virginia Details
Carmen McCoy's Wells Fargo Advisors Experience May 2000 - Present
Job Credit Margin Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   May 2000 - Present

Education
Strayer University (VA)   2004 — 2006
Bachelor of Science (BS), Busniess Administration

Fisher College   1988 — 1991
Associate of Science (A.S.), Accounting and Business/Management

Ladyanne Castellanos Ladyanne Castellanos Miami, Florida Details
Ladyanne Castellanos's Wells Fargo Advisors Experience October 2014 - Present
Job Client Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   October 2014 - Present
Merrill Lynch  March 2014 - September 2014
Interaudi Bank  March 2012 - September 2013
Interaudi Bank  April 2011 - March 2012

Skills
Banking, Microsoft Office

Education
Florida International University   2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, 3.8

Miami Dade College   2010 — 2012
Associate of Arts (A.A.), Business Administration and Management, General, 3.73

William (Bill) Andrews William (Bill) Andrews Gilroy, California Details
William (Bill) Andrews's Wells Fargo Advisors Experience January 1993 - July 1996
Job President
Industry Financial Services
Experience
RIS, Inc.   December 2012 - Present
Retirement Income Strategies, Inc.   December 2012 - Present
AIG SunAmerica  June 1996 - July 2005
Wells Fargo Advisors   January 1993 - July 1996

Skills
Retirement Income..., Social Security timing..., Student of Socionomics..., Non-fiction Writer, Retired Certified..., Financial Services..., Public Speaking, Safe money investment...

Education
Florida International University   1988 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

University of Florida   1973 — 1975
Bachelors program, Agriculture, General

Carlos Eduardo Paez Carlos Eduardo Paez Miami, Florida Details
Carlos Eduardo Paez's Wells Fargo Advisors Experience August 1998 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 1998 - Present

Education
Florida International University
Bachelor of Business Administration (B.B.A.), Finance, International Business

Josh Ruiz Josh Ruiz Lehigh Acres, Florida Details
Josh Ruiz's Wells Fargo Advisors Experience January 2011 - May 2013
Job AVP/Branch Manager at Florida Community Bank
Industry Banking
Experience
Florida Community Bank  June 2013 - Present
Wells Fargo Advisors   January 2011 - May 2013

Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending, Risk Management

Education
Florida Gulf Coast University   2007 — 2010

Florida SouthWestern State College   2003 — 2005
Associate of Arts (A.A.) & Associates in Science, Drafting/Design Engineering Technologies/Technicians

Stephanie Camp Stephanie Camp Anniston, Alabama Details
Stephanie Camp's Wells Fargo Advisors Experience
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  

Skills
Investments, Portfolio Management, Financial Analysis, Retirement Planning

Education
Faulkner University   2010 — 2012
Bachelor's Degree, Business Administration and Management, General

Kimberly Lineberry Kimberly Lineberry United States Details
Kimberly Lineberry's Wells Fargo Advisors Experience March 2009 - Present
Job Financial Advisor, Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2009 - Present
Bank of America Merrill Lynch  December 2003 - March 2009

Skills
Financial Services, Insurance, Investment Strategies, Relationship Management, Retirement Planning

Education
Fashion Institute of Technology   1996 — 2000
Bachelor of Science, International Trade and Marketing

Fashion Institute of Technology

Bruno Peraza Bruno Peraza Miami/Fort Lauderdale Area Details
Bruno Peraza's Wells Fargo Advisors Experience August 2010 - November 2014
Job President/Financial Advisor at Peraza Global Wealth Strategies
Industry Financial Services
Experience
Peraza Global Wealth Strategies   December 2014 - Present
Wells Fargo Advisors   August 2010 - November 2014
SunTrust Investment Services, Inc.   December 2005 - August 2010

Skills
Investments, Portfolio Management, Management, Asset Management, Wealth Management, Mutual Funds, Finance, Sales, Financial Planning, Leadership

Education
Florida International University
Finance

Miami Dade College
Associate's degree in Business Administration

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