Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors June 1993 - Present
Education
Florida Southern College
Bachelor of Science, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors April 2010 - Present
Bank of America August 2006 - April 2010
Education
Florida Atlantic University 2001 — 2007
Bachelor of Arts, Criminal Justice
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors January 2014 - Present
Education
Florida State University 1962 — 1966
Bachelor of Arts (B.A.), Applied Mathematics
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
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
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
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
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
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
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
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
Wells Fargo Advisors August 1998 - Present
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Finance, International Business
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
Wells Fargo Advisors
Skills
Investments, Portfolio Management, Financial Analysis, Retirement Planning
Education
Faulkner University 2010 — 2012
Bachelor's Degree, Business Administration and Management, General
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
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