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),
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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
Denise Orellana Denise Orellana's Wells Fargo Advisors Experience May 2011 - October 2012
Job Treasury Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2012 - Present
Wells Fargo Advisors May 2011 - October 2012
Skills
Banking, Commercial Card, Accounts Payable, Treasury Management, Financial Analysis, Credit, Portfolio Management, Loans, Series 63, Financial Modeling, FINRA, Series 6, Securities, Retirement
Education
Fordham University 2012 — 2014
Master of Business Administration (MBA), Finance and Business Economics
University of California, Santa Barbara 2005 — 2009
Bachelor's degree, Global and International Studies
Wells Fargo October 2012 - Present
Wells Fargo Advisors May 2011 - October 2012
Skills
Banking, Commercial Card, Accounts Payable, Treasury Management, Financial Analysis, Credit, Portfolio Management, Loans, Series 63, Financial Modeling, FINRA, Series 6, Securities, Retirement
Education
Fordham University 2012 — 2014
Master of Business Administration (MBA), Finance and Business Economics
University of California, Santa Barbara 2005 — 2009
Bachelor's degree, Global and International Studies
Sharon Huey Sharon Huey's Wells Fargo Advisors Experience October 2005 - September 2010
Job Marriage and Family Therapy Intern #IMF76980 at Patrick L. Healey LMFT, Inc.
Industry Individual & Family Services
Experience
Olive Crest August 2014 - Present
Patrick L. Healey LMFT, Inc. February 2014 - August 2014
Santa Anita Family Service June 2012 - June 2013
Wells Fargo Advisors October 2005 - September 2010
Skills
Public Speaking, Research, Leadership, Family Therapy, Community Outreach, Psychotherapy, Couples Counseling, Adolescent Therapy, Client Rapport, Mental Health Counseling
Education
Fuller Theological Seminary 2011 — 2013
Master of Science (MS), Marriage and Family Therapy
UCSD 2003 — 2007
Bachelor of Arts (B.A.), Economics
Olive Crest August 2014 - Present
Patrick L. Healey LMFT, Inc. February 2014 - August 2014
Santa Anita Family Service June 2012 - June 2013
Wells Fargo Advisors October 2005 - September 2010
Skills
Public Speaking, Research, Leadership, Family Therapy, Community Outreach, Psychotherapy, Couples Counseling, Adolescent Therapy, Client Rapport, Mental Health Counseling
Education
Fuller Theological Seminary 2011 — 2013
Master of Science (MS), Marriage and Family Therapy
UCSD 2003 — 2007
Bachelor of Arts (B.A.), Economics
Robert Burrow Robert Burrow's Wells Fargo Advisors Experience January 2005 - May 2011
Job Securities Compliance Consultant
Industry Financial Services
Experience
Compliance Consultant January 2015 - Present
Investment Professionals, Inc. November 2014 - January 2015
USAA April 2012 - October 2014
JPMorgan Chase June 2011 - March 2012
Wells Fargo Advisors January 2005 - May 2011
Skills
Securities, FINRA, AML, Mutual Funds, Series 63, Risk Management, Series 24, Banking, Investments, Financial Services, Wealth Management, Equities, Financial Risk, Investment Advisory, Asset Management, Insurance, Capital Markets, Due Diligence, Credit, Fixed Income, Alternative Investments, Uniform Combined State..., Series 7, Financial Advisory
Education
Friends University 1988 — 1990
Masters, Management
Wichita State University 1981 — 1984
Bachelors, Finance
Compliance Consultant January 2015 - Present
Investment Professionals, Inc. November 2014 - January 2015
USAA April 2012 - October 2014
JPMorgan Chase June 2011 - March 2012
Wells Fargo Advisors January 2005 - May 2011
Skills
Securities, FINRA, AML, Mutual Funds, Series 63, Risk Management, Series 24, Banking, Investments, Financial Services, Wealth Management, Equities, Financial Risk, Investment Advisory, Asset Management, Insurance, Capital Markets, Due Diligence, Credit, Fixed Income, Alternative Investments, Uniform Combined State..., Series 7, Financial Advisory
Education
Friends University 1988 — 1990
Masters, Management
Wichita State University 1981 — 1984
Bachelors, Finance
Maudie Neal's Wells Fargo Advisors Experience August 2010 - August 2012
Job Credit Analyst at SPX Corporation
Industry Mechanical or Industrial Engineering
Experience
SPX Corporation September 2012 - Present
Wells Fargo Advisors August 2010 - August 2012
CBS Radio May 2009 - January 2010
Skills
Portfolio Management, Accounts Receivable, Forecasting, Accounting, Sales, Credit, Account Management, Banking, Budgets, Cash Flow, Customer Service, Finance, Financial Analysis, Financial Risk, Leadership, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, Public Speaking, Social Media, Team Building
Education
Gardner-Webb University 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
SPX Corporation September 2012 - Present
Wells Fargo Advisors August 2010 - August 2012
CBS Radio May 2009 - January 2010
Skills
Portfolio Management, Accounts Receivable, Forecasting, Accounting, Sales, Credit, Account Management, Banking, Budgets, Cash Flow, Customer Service, Finance, Financial Analysis, Financial Risk, Leadership, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Process Improvement, Public Speaking, Social Media, Team Building
Education
Gardner-Webb University 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Dionna Washington, MBA Dionna Washington, MBA's Wells Fargo Advisors Experience February 2015 - Present
Job Strategy Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors May 2011 - Present
Wells Fargo Advisors March 2005 - May 2011
Skills
Analysis, Strategic Planning, Project Management, English, Budgets, Microsoft Excel, Microsoft Word, Research, PowerPoint, Microsoft Office, Windows, Outlook, Customer Service, Negotiation, Public Speaking, Teaching, HTML, Project Planning, Facilitations, Data Analysis, Consulting, Solution Implementation, Liasing
Education
Fontbonne University 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Saint Louis University 1998 — 2003
Bachelor of Business Administration (BBA), MIS and Business Management
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors May 2011 - Present
Wells Fargo Advisors March 2005 - May 2011
Skills
Analysis, Strategic Planning, Project Management, English, Budgets, Microsoft Excel, Microsoft Word, Research, PowerPoint, Microsoft Office, Windows, Outlook, Customer Service, Negotiation, Public Speaking, Teaching, HTML, Project Planning, Facilitations, Data Analysis, Consulting, Solution Implementation, Liasing
Education
Fontbonne University 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Saint Louis University 1998 — 2003
Bachelor of Business Administration (BBA), MIS and Business Management
Eda Ecevit's Wells Fargo Advisors Experience November 2010 - December 2011
Job Scrum Master / Senior Business Analyst at Scottrade
Industry Information Technology and Services
Experience
Scottrade December 2011 - September 2014
Wells Fargo Advisors November 2010 - December 2011
Berlitz February 2011 - September 2011
Wachovia Securities December 2007 - January 2010
AG Edwards & Sons January 2007 - August 2007
AG Edwards & Sons October 2006 - December 2006
Skills
Business Analysis, Process Improvement, Vendor Management, Project Planning, Customer Service, Analysis, Relationship Management, SQL, Project Management, Test Coordination, UAT coordination, Compliance, Regulatory Requirements, Requirements Gathering, Cross-functional Team..., SAP, SDLC, Testing, Business Requirements, Visio, Requirements Analysis, Management
Education
Troy University 2002 — 2005
MBA, General Management
1996 — 2001
BS, Economics/Finance
Ankara Ataturk Anadolu Lisesi 1993 — 1995
High School, Math
Scottrade December 2011 - September 2014
Wells Fargo Advisors November 2010 - December 2011
Berlitz February 2011 - September 2011
Wachovia Securities December 2007 - January 2010
AG Edwards & Sons January 2007 - August 2007
AG Edwards & Sons October 2006 - December 2006
Skills
Business Analysis, Process Improvement, Vendor Management, Project Planning, Customer Service, Analysis, Relationship Management, SQL, Project Management, Test Coordination, UAT coordination, Compliance, Regulatory Requirements, Requirements Gathering, Cross-functional Team..., SAP, SDLC, Testing, Business Requirements, Visio, Requirements Analysis, Management
Education
Troy University 2002 — 2005
MBA, General Management
1996 — 2001
BS, Economics/Finance
Ankara Ataturk Anadolu Lisesi 1993 — 1995
High School, Math
Gwen Waller Gwen Waller's Wells Fargo Advisors Experience November 2013 - June 2014
Job System Analyst
Industry Information Technology and Services
Experience
Build-A-Bear Workshop February 2015 - September 2015
CenturyLink Technology Solutions July 2014 - February 2015
Wells Fargo Advisors November 2013 - June 2014
Centene Corporation May 2013 - November 2013
Lumeris October 2010 - May 2013
Mercy Health Plans August 2008 - October 2010
RGA Reinsurance of America 2006 - 2008
Skills
Business Analysis, Visio, SharePoint, SDLC, Access, SQL, Requirements Analysis, Databases, Integration, Data Analysis, Windows, HTML, Test Planning, Testing, PL/SQL, ASP.NET, Team Leadership, Microsoft Office, Microsoft Excel, Software Quality..., Software Development, Strategic Planning, Data Warehousing, Microsoft SQL Server, Software Documentation, Requirements Gathering, Business Intelligence, Visual Basic, Crystal Reports, Data Modeling, SSRS, Database Design, SSIS, User Acceptance Testing, ETL, Healthcare Information...
Education
Fontbonne University 2005 — 2007
MBA, Business Administration
Maryville University of Saint Louis
BS, Management Information Systems
Build-A-Bear Workshop February 2015 - September 2015
CenturyLink Technology Solutions July 2014 - February 2015
Wells Fargo Advisors November 2013 - June 2014
Centene Corporation May 2013 - November 2013
Lumeris October 2010 - May 2013
Mercy Health Plans August 2008 - October 2010
RGA Reinsurance of America 2006 - 2008
Skills
Business Analysis, Visio, SharePoint, SDLC, Access, SQL, Requirements Analysis, Databases, Integration, Data Analysis, Windows, HTML, Test Planning, Testing, PL/SQL, ASP.NET, Team Leadership, Microsoft Office, Microsoft Excel, Software Quality..., Software Development, Strategic Planning, Data Warehousing, Microsoft SQL Server, Software Documentation, Requirements Gathering, Business Intelligence, Visual Basic, Crystal Reports, Data Modeling, SSRS, Database Design, SSIS, User Acceptance Testing, ETL, Healthcare Information...
Education
Fontbonne University 2005 — 2007
MBA, Business Administration
Maryville University of Saint Louis
BS, Management Information Systems
Eugene Harvey Hines, CFP® Eugene Harvey Hines, CFP®'s Wells Fargo Advisors Experience August 2007 - July 2011
Job Managing Director/Hines Wealth Management, LLC
Industry Financial Services
Experience
Hines Wealth Management, LLC July 2011 - Present
Wells Fargo Advisors August 2007 - July 2011
LPL Financial / Northwest Financial, LLC January 1999 - August 2007
McNair Financial/Minnesota Life February 1995 - December 1998
The Washington Group/MassMutual Financial Group April 1993 - February 1995
Skills
Investments, Equities, Business Strategy, Asset Managment, Portfolio Management, Risk Management, Strategic Planning, Investment Banking, Financial Services, Asset Management, Wealth Management, Series 7, Securities, Series 63, Finance, FINRA, Wealth Management..., Series 65, Series 6, Retirement Planning, Mutual Funds, Financial Planning, Retirement, Investment Advisory, Financial Advisory, Asset Allocation, Insurance, Investment Strategies
Education
Georgetown University
Lander University
Hines Wealth Management, LLC July 2011 - Present
Wells Fargo Advisors August 2007 - July 2011
LPL Financial / Northwest Financial, LLC January 1999 - August 2007
McNair Financial/Minnesota Life February 1995 - December 1998
The Washington Group/MassMutual Financial Group April 1993 - February 1995
Skills
Investments, Equities, Business Strategy, Asset Managment, Portfolio Management, Risk Management, Strategic Planning, Investment Banking, Financial Services, Asset Management, Wealth Management, Series 7, Securities, Series 63, Finance, FINRA, Wealth Management..., Series 65, Series 6, Retirement Planning, Mutual Funds, Financial Planning, Retirement, Investment Advisory, Financial Advisory, Asset Allocation, Insurance, Investment Strategies
Education
Georgetown University
Lander University
Erica Candela's Wells Fargo Advisors Experience October 2012 - Present
Job Legal Administrative Assistant at Wells Fargo Advisors
Industry Legal Services
Experience
Wells Fargo Advisors October 2012 - Present
The University of Missouri June 2010 - September 2012
The Westhoff Law Firm, LLC September 2008 - May 2010
Clayton on the Park October 2005 - May 2008
Skills
Event Planning, Microsoft Office, Social Media, Research, Customer Service, Public Speaking, PowerPoint, Fundraising, Non-profits, Microsoft Excel, Volunteer Management, Community Outreach, Outlook, Spreadsheets, Data Entry, Microsoft Word, Advertising, Adobe Creative Suite, Teamwork, Photoshop, Time Management, Nonprofits
Education
Fontbonne University 2004 — 2008
Bachelor of Science, Business Administration
Pattonville High School 2000 — 2004
Wells Fargo Advisors October 2012 - Present
The University of Missouri June 2010 - September 2012
The Westhoff Law Firm, LLC September 2008 - May 2010
Clayton on the Park October 2005 - May 2008
Skills
Event Planning, Microsoft Office, Social Media, Research, Customer Service, Public Speaking, PowerPoint, Fundraising, Non-profits, Microsoft Excel, Volunteer Management, Community Outreach, Outlook, Spreadsheets, Data Entry, Microsoft Word, Advertising, Adobe Creative Suite, Teamwork, Photoshop, Time Management, Nonprofits
Education
Fontbonne University 2004 — 2008
Bachelor of Science, Business Administration
Pattonville High School 2000 — 2004
Caroline Bertani's Wells Fargo Advisors Experience November 1999 - Present
Job Vice President, Implementation Consultant, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 1999 - Present
Just Because Jewelry 2007 - 2011
Maritz Travel Company 1994 - 1998
Skills
Jewelry, Business Analysis, Project Management, Marketing Strategy, Marketing, Corporate Communications, Employee Engagement, Company Newsletters, Strategic Planning
Education
Fontbonne University 1985 — 1987
Bachelor's Degree
Bishop DuBourg 1979 — 1983
Wells Fargo Advisors November 1999 - Present
Just Because Jewelry 2007 - 2011
Maritz Travel Company 1994 - 1998
Skills
Jewelry, Business Analysis, Project Management, Marketing Strategy, Marketing, Corporate Communications, Employee Engagement, Company Newsletters, Strategic Planning
Education
Fontbonne University 1985 — 1987
Bachelor's Degree
Bishop DuBourg 1979 — 1983
Desiree Coleman's Wells Fargo Advisors Experience June 2013 - Present
Job Vice President of Community Relations
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Gateway Center for Giving January 2014 - February 2015
United Way of Greater St. Louis September 2011 - June 2013
DC Department of Youth Rehabilitation Services (DYRS) February 2006 - September 2011
DC Government January 2005 - August 2005
DC Office of Personnel July 2004 - February 2005
City of St. Louis 2003 - 2003
AmeriCorps Alums January 2001 - January 2002
Skills
Fundraising, Grant Writing, Youth Development, Education Policy, Workforce Development, Volunteer Management, Service Learning, Government, Program Development, Community Engagement, Corporate Social..., Community Outreach, Public Policy, Grants, Non-profits, Event Management, Program Management, Policy, Annual Giving, Spanish, Social Services, Non-profit..., Board Development, Philanthropy, Strategic Planning, Nonprofits, Public Speaking, Leadership, Management, Community Development, Event Planning, Press Releases, Program Evaluation, Stewardship
Education
Georgetown University 2008 — 2008
Executive Certificate of Non-Profit Management, Non-Profit/Public/Organizational Management
Syracuse University - Maxwell School 2003 — 2004
2004, Master of Public Administration
University of Missouri-Columbia 1999 — 2003
BS Business Administration, Marketing concentration
University of Missouri-Columbia 1999 — 2003
BA, International Relations, International Relations with Spanish Language/ Latin America focus
Costa Rican Language Academy 2000 — 2000
Advanced Spanish Language Certificate
Wells Fargo Advisors June 2013 - Present
Gateway Center for Giving January 2014 - February 2015
United Way of Greater St. Louis September 2011 - June 2013
DC Department of Youth Rehabilitation Services (DYRS) February 2006 - September 2011
DC Government January 2005 - August 2005
DC Office of Personnel July 2004 - February 2005
City of St. Louis 2003 - 2003
AmeriCorps Alums January 2001 - January 2002
Skills
Fundraising, Grant Writing, Youth Development, Education Policy, Workforce Development, Volunteer Management, Service Learning, Government, Program Development, Community Engagement, Corporate Social..., Community Outreach, Public Policy, Grants, Non-profits, Event Management, Program Management, Policy, Annual Giving, Spanish, Social Services, Non-profit..., Board Development, Philanthropy, Strategic Planning, Nonprofits, Public Speaking, Leadership, Management, Community Development, Event Planning, Press Releases, Program Evaluation, Stewardship
Education
Georgetown University 2008 — 2008
Executive Certificate of Non-Profit Management, Non-Profit/Public/Organizational Management
Syracuse University - Maxwell School 2003 — 2004
2004, Master of Public Administration
University of Missouri-Columbia 1999 — 2003
BS Business Administration, Marketing concentration
University of Missouri-Columbia 1999 — 2003
BA, International Relations, International Relations with Spanish Language/ Latin America focus
Costa Rican Language Academy 2000 — 2000
Advanced Spanish Language Certificate
Mark J. Dixon Mark J. Dixon's Wells Fargo Advisors Experience July 2008 - Present
Job Vice President, Market Growth & Development Consultant, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2008 - Present
A.G. Edwards & Sons, Inc. January 1998 - April 2008
A.G. Edwards & Sons, Inc. August 1995 - December 1999
Advest, Inc. June 1993 - August 1995
Edward Jones January 1990 - June 1993
Commerce Bank January 1988 - May 1989
Skills
Retirement, Investments, Finance, Series 7, Equities, Equity Research, Portfolio Management, Retirement Planning, Series 63, Asset Allocation
Education
The American University 1986 — 1987
Bachelor of Science (BS), Marketing, 3.2
University of Missouri-Columbia 1983 — 1985
Chaminade College Preparatory 1976 — 1983
Fontbonne University
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.6
Wells Fargo Advisors July 2008 - Present
A.G. Edwards & Sons, Inc. January 1998 - April 2008
A.G. Edwards & Sons, Inc. August 1995 - December 1999
Advest, Inc. June 1993 - August 1995
Edward Jones January 1990 - June 1993
Commerce Bank January 1988 - May 1989
Skills
Retirement, Investments, Finance, Series 7, Equities, Equity Research, Portfolio Management, Retirement Planning, Series 63, Asset Allocation
Education
The American University 1986 — 1987
Bachelor of Science (BS), Marketing, 3.2
University of Missouri-Columbia 1983 — 1985
Chaminade College Preparatory 1976 — 1983
Fontbonne University
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.6
Xuejing (Vita) Wu's Wells Fargo Advisors Experience July 2014 - August 2014
Job Senior Associate at Discover Financial Services, Passed all 3 CFA exams
Industry Financial Services
Experience
Discover Financial Services March 2015 - Present
Reinsurance Group of America, Incorporated September 2014 - December 2014
Wells Fargo Advisors July 2014 - August 2014
The Bitcoin Society June 2014 - August 2014
Bank of America July 2012 - January 2013
Bank of America July 2011 - September 2011
Deloitte December 2010 - February 2011
Skills
Econometrics, Time Series Analysis, Bloomberg, Microsoft Office, Data Analysis, VBA, Matlab, Auditing, Banking, Game Theory, Testing, R, Java, Microsoft Visual Studio..., Valuation, Microsoft Excel, Risk Management, Equity Valuation, Fixed Income, PowerPoint, Quantitative Analytics, Economics, Financial Modeling, Quantitative Finance, Bloomberg Terminal, Mandarin, Stata, EViews, Options, Equity Research, Statistics, Macroeconomics, Microsoft Word, Analysis
Education
Washington University in St. Louis - Olin Business School 2013 — 2014
Master's degree, Quantitative Finance, 3.93/ 4.0
Fudan University 2008 — 2012
B.A, Mathematical Economics, 3.51/4.0
Discover Financial Services March 2015 - Present
Reinsurance Group of America, Incorporated September 2014 - December 2014
Wells Fargo Advisors July 2014 - August 2014
The Bitcoin Society June 2014 - August 2014
Bank of America July 2012 - January 2013
Bank of America July 2011 - September 2011
Deloitte December 2010 - February 2011
Skills
Econometrics, Time Series Analysis, Bloomberg, Microsoft Office, Data Analysis, VBA, Matlab, Auditing, Banking, Game Theory, Testing, R, Java, Microsoft Visual Studio..., Valuation, Microsoft Excel, Risk Management, Equity Valuation, Fixed Income, PowerPoint, Quantitative Analytics, Economics, Financial Modeling, Quantitative Finance, Bloomberg Terminal, Mandarin, Stata, EViews, Options, Equity Research, Statistics, Macroeconomics, Microsoft Word, Analysis
Education
Washington University in St. Louis - Olin Business School 2013 — 2014
Master's degree, Quantitative Finance, 3.93/ 4.0
Fudan University 2008 — 2012
B.A, Mathematical Economics, 3.51/4.0
Nikita Calvin Nikita Calvin's Wells Fargo Advisors Experience May 2012 - January 2013
Job Processing Support at Nationstar Mortgage
Industry Human Resources
Experience
Nationstar Mortgage January 2013 - Present
Wells Fargo Advisors May 2012 - January 2013
The Home Depot March 2011 - May 2012
Spherion February 2005 - December 2008
Rave Clothing September 2004 - January 2005
Education
Fontbonne University 2007 — 2009
BA, Business Administration
Nationstar Mortgage January 2013 - Present
Wells Fargo Advisors May 2012 - January 2013
The Home Depot March 2011 - May 2012
Spherion February 2005 - December 2008
Rave Clothing September 2004 - January 2005
Education
Fontbonne University 2007 — 2009
BA, Business Administration
Christopher Webb Christopher Webb's Wells Fargo Advisors Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors October 2011 - June 2013
Wells Fargo May 2008 - October 2011
Sprint April 2006 - June 2008
Sprint May 2004 - April 2006
Skills
Employee Stock Options, Equity Trading, Customer Service, Stock Trading, FINRA, Life Insurance, Health Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Stock Option, Municipal Bonds, Convertible Bonds, High Yield Bonds, Financial Services, Customer Satisfaction, Finance, Investments, Insurance, Microsoft Excel, Series 7, Microsoft Word, Financial Analysis, Leadership, Management, Public Speaking, Series 63, Team Building, Retirement, Portfolio Management, Retirement Planning, Training
Education
University of Phoenix-Charlotte Campus 2005 — 2007
Bachelor's degree, Business Management
Frostburg State University
Economics
Hampshire High
Wingate University
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors October 2011 - June 2013
Wells Fargo May 2008 - October 2011
Sprint April 2006 - June 2008
Sprint May 2004 - April 2006
Skills
Employee Stock Options, Equity Trading, Customer Service, Stock Trading, FINRA, Life Insurance, Health Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Stock Option, Municipal Bonds, Convertible Bonds, High Yield Bonds, Financial Services, Customer Satisfaction, Finance, Investments, Insurance, Microsoft Excel, Series 7, Microsoft Word, Financial Analysis, Leadership, Management, Public Speaking, Series 63, Team Building, Retirement, Portfolio Management, Retirement Planning, Training
Education
University of Phoenix-Charlotte Campus 2005 — 2007
Bachelor's degree, Business Management
Frostburg State University
Economics
Hampshire High
Wingate University
Thomas Dobbins Thomas Dobbins's Wells Fargo Advisors Experience October 2008 - January 2010
Job Financial Analyst at SMP
Industry Automotive
Experience
Standard Motor Products June 2011 - Present
Scottrade January 2010 - May 2011
Wells Fargo Advisors October 2008 - January 2010
Enterprise Rent-A-Car June 2009 - August 2009
O'Connor Davies Munns & Dobbins, LLP June 2006 - August 2006
Skills
Equities, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Public Accounting
Fordham University 2007 — 2011
BS, Finance
Fordham Preparatory School 2003 — 2007
Standard Motor Products June 2011 - Present
Scottrade January 2010 - May 2011
Wells Fargo Advisors October 2008 - January 2010
Enterprise Rent-A-Car June 2009 - August 2009
O'Connor Davies Munns & Dobbins, LLP June 2006 - August 2006
Skills
Equities, Financial Modeling, Financial Analysis, Bloomberg, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2013 — 2016
Master of Business Administration (MBA), Public Accounting
Fordham University 2007 — 2011
BS, Finance
Fordham Preparatory School 2003 — 2007
Stephanie Skees's Wells Fargo Advisors Experience May 2015 - Present
Job Gerontological Social Worker
Industry Public Policy
Experience
VOYCE September 2014 - Present
Wells Fargo Advisors May 2015 - Present
George Mason University August 2013 - May 2014
Center for International Student Access August 2012 - May 2013
Skills
PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Research, Customer Service, Teamwork, Editing, Event Planning, Nonprofits, Leadership
Education
George Mason University 2010 — 2014
Bachelor’s Degree, Social Work
VOYCE September 2014 - Present
Wells Fargo Advisors May 2015 - Present
George Mason University August 2013 - May 2014
Center for International Student Access August 2012 - May 2013
Skills
PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Research, Customer Service, Teamwork, Editing, Event Planning, Nonprofits, Leadership
Education
George Mason University 2010 — 2014
Bachelor’s Degree, Social Work
Tim Kertz, CFP® Tim Kertz, CFP®'s Wells Fargo Advisors Experience November 2008 - Present
Job Senior Vice President Complex Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2008 - Present
Wells Fargo Advisors May 2007 - Present
A.G. Edwards & Sons, Inc. January 2005 - May 2007
Edward Jones February 2001 - January 2005
Skills
Wealth Management, Securities, Mutual Funds, Retirement Planning, Investments, Asset Allocation
Education
Fontbonne University 1995 — 1999
BSBA, BUSINESS ADMINISTRATION, CONCENTRATION IN FINANCE
Valle Catholic
Wells Fargo Advisors November 2008 - Present
Wells Fargo Advisors May 2007 - Present
A.G. Edwards & Sons, Inc. January 2005 - May 2007
Edward Jones February 2001 - January 2005
Skills
Wealth Management, Securities, Mutual Funds, Retirement Planning, Investments, Asset Allocation
Education
Fontbonne University 1995 — 1999
BSBA, BUSINESS ADMINISTRATION, CONCENTRATION IN FINANCE
Valle Catholic
Falicia Tobias's Wells Fargo Advisors Experience November 2009 - May 2011
Job Executive Assistant at The Commerce Trust Company
Industry Financial Services
Experience
The Commerce Trust Company June 2015 - Present
Express Scripts September 2013 - Present
Build-A-Bear Workshop May 2011 - September 2013
Wells Fargo Advisors November 2009 - May 2011
Covidien March 2009 - August 2009
Anheuser-Busch Companies, Inc. January 1993 - December 2008
Skills
Administrative..., Time Management, Troubleshooting, Outlook, Event Planning, Customer Service, Process Scheduler, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Office Management, Inventory Management, Human Resources, Merchandising, Data Entry, Visio, Management, Leadership, Facebook, Administrative...
Education
Fontbonne University 2006 — 2009
BBA, Business Administration
St. Louis Community College 2004 — 2006
Associates, Fine Arts
The Commerce Trust Company June 2015 - Present
Express Scripts September 2013 - Present
Build-A-Bear Workshop May 2011 - September 2013
Wells Fargo Advisors November 2009 - May 2011
Covidien March 2009 - August 2009
Anheuser-Busch Companies, Inc. January 1993 - December 2008
Skills
Administrative..., Time Management, Troubleshooting, Outlook, Event Planning, Customer Service, Process Scheduler, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Office Management, Inventory Management, Human Resources, Merchandising, Data Entry, Visio, Management, Leadership, Facebook, Administrative...
Education
Fontbonne University 2006 — 2009
BBA, Business Administration
St. Louis Community College 2004 — 2006
Associates, Fine Arts
Phil Corso Phil Corso's Wells Fargo Advisors Experience October 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2011 - Present
Long Fence Co April 2005 - November 2011
Skills
IRA Rollovers, Estate Planning, Retirement Planning, Financial Advisory, Brokerage, Stocks, Bonds, Mutual Funds, Variable Annuities, 529 Plans, IRAs, Retirement, 401k, Series 63, Series 7, Term Life Insurance, Insurance, Finance, Contract Negotiation, Asset Management, Investment Strategies, Asset Allocation, Investment Advisory, Financial Services, Financial Analysis, Fixed Annuities, Wealth Management, Portfolio Management, Investments, Project Planning, Mortgage Lending, Life Insurance, Securities, Strategic Financial..., Sales, Small Business, Commercial Lending, Loans, Banking, Risk Management, Credit, Valuation, Customer Service, Financial Planning
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2010 — 2011
MBA, Business
George Mason University 1999 — 2004
BA, Political Science
Wells Fargo Advisors October 2011 - Present
Long Fence Co April 2005 - November 2011
Skills
IRA Rollovers, Estate Planning, Retirement Planning, Financial Advisory, Brokerage, Stocks, Bonds, Mutual Funds, Variable Annuities, 529 Plans, IRAs, Retirement, 401k, Series 63, Series 7, Term Life Insurance, Insurance, Finance, Contract Negotiation, Asset Management, Investment Strategies, Asset Allocation, Investment Advisory, Financial Services, Financial Analysis, Fixed Annuities, Wealth Management, Portfolio Management, Investments, Project Planning, Mortgage Lending, Life Insurance, Securities, Strategic Financial..., Sales, Small Business, Commercial Lending, Loans, Banking, Risk Management, Credit, Valuation, Customer Service, Financial Planning
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2010 — 2011
MBA, Business
George Mason University 1999 — 2004
BA, Political Science
Ernie Castro Ernie Castro's Wells Fargo Advisors Experience 2007 - 2010
Job Vice President Reverse Mortgage Finance
Industry Financial Services
Experience
Mortgage Solutions December 2014 - Present
Dominion Maid Services November 2014 - Present
Mortgage Solutions LTD October 2013 - Present
Mortgage Solutions January 2012 - September 2013
Reverse Mortgage Sales Manager at MetLife Bank July 2010 - December 2011
Wells Fargo Advisors 2007 - 2010
SunTrust Mortgage 2005 - 2006
Skills
Sales Management, Team Building, Communication, Business Development, Hospitality, Reverse Mortgages, Finance, Loans, Mortgage Banking, FHA, Sales, Credit, Loan Origination, Referrals, Investment Properties, FHA financing, Investments, Mortgage Lending, VA loans, Residential Mortgages, Mortgage Marketing, Refinance, Real Estate, First Time Home Buyers, Banking
Education
George Mason University 1994 — 1996
Bachelor of Business Administration (BBA), Finance, General
Mortgage Solutions December 2014 - Present
Dominion Maid Services November 2014 - Present
Mortgage Solutions LTD October 2013 - Present
Mortgage Solutions January 2012 - September 2013
Reverse Mortgage Sales Manager at MetLife Bank July 2010 - December 2011
Wells Fargo Advisors 2007 - 2010
SunTrust Mortgage 2005 - 2006
Skills
Sales Management, Team Building, Communication, Business Development, Hospitality, Reverse Mortgages, Finance, Loans, Mortgage Banking, FHA, Sales, Credit, Loan Origination, Referrals, Investment Properties, FHA financing, Investments, Mortgage Lending, VA loans, Residential Mortgages, Mortgage Marketing, Refinance, Real Estate, First Time Home Buyers, Banking
Education
George Mason University 1994 — 1996
Bachelor of Business Administration (BBA), Finance, General
Rob Withers Rob Withers's Wells Fargo Advisors Experience October 1993 - Present
Job Managing Director Market Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 1993 - Present
Wells Fargo Advisors 2004 - 2009
Wells Fargo Advisors 1993 - 2004
Skills
Investments, Financial Advisory, Mutual Funds, Management, Financial Services, Coaching, Securities, Asset Allocation, Retirement Planning, Leadership, Brokerage, Executive Management, Business Planning, Entrepreneurship, Fixed Income, Alternative Investments, Investment Strategies, Risk Management, 401k, Retirement, Finance, Equities, Relationship Management, ETFs, Recruiting
Education
George Mason University 1983 — 1986
Business, Finance
Wells Fargo Advisors October 1993 - Present
Wells Fargo Advisors 2004 - 2009
Wells Fargo Advisors 1993 - 2004
Skills
Investments, Financial Advisory, Mutual Funds, Management, Financial Services, Coaching, Securities, Asset Allocation, Retirement Planning, Leadership, Brokerage, Executive Management, Business Planning, Entrepreneurship, Fixed Income, Alternative Investments, Investment Strategies, Risk Management, 401k, Retirement, Finance, Equities, Relationship Management, ETFs, Recruiting
Education
George Mason University 1983 — 1986
Business, Finance
Tom Yacovino's Wells Fargo Advisors Experience June 2009 - August 2010
Job President at Roster Financial
Industry Financial Services
Experience
Roster Financial 2012 - Present
Independent Financial Services Executive April 2012 - July 2012
Wells Fargo Advisors, LLC August 2010 - April 2012
Wells Fargo Advisors June 2009 - August 2010
Wachovia Securities 2008 - 2009
A.G. Edwards & Sons, Inc. October 1993 - May 2008
Merrill Lynch April 1987 - October 1993
Skills
Strategic Planning, Product Development, Series 7, Insurance, Long Term Care, Annuities, Retirement Planning, Risk Management, Series 66, Mutual Funds, Long-term Care, Fixed Annuities, Financial Services, Investments, Life Insurance, Retirement
Education
Fordham Gabelli School of Business 1985 — 1988
Master of Business Administration, Finance
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Finance
St. Joseph
Roster Financial 2012 - Present
Independent Financial Services Executive April 2012 - July 2012
Wells Fargo Advisors, LLC August 2010 - April 2012
Wells Fargo Advisors June 2009 - August 2010
Wachovia Securities 2008 - 2009
A.G. Edwards & Sons, Inc. October 1993 - May 2008
Merrill Lynch April 1987 - October 1993
Skills
Strategic Planning, Product Development, Series 7, Insurance, Long Term Care, Annuities, Retirement Planning, Risk Management, Series 66, Mutual Funds, Long-term Care, Fixed Annuities, Financial Services, Investments, Life Insurance, Retirement
Education
Fordham Gabelli School of Business 1985 — 1988
Master of Business Administration, Finance
University of Notre Dame 1977 — 1981
Bachelor of Business Administration, Finance
St. Joseph
Cindy Fong's Wells Fargo Advisors Experience January 2011 - May 2011
Job Analyst at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors January 2011 - May 2011
JMP Securities July 2010 - September 2010
Nissay Asset Management June 2006 - July 2007
Skills
Financial Modeling
Education
Pace University - Lubin School of Business 2009 — 2011
Master, Investment Management
Fudan University 2004 — 2008
BS, Actuarial Science
Wells Fargo Advisors January 2011 - May 2011
JMP Securities July 2010 - September 2010
Nissay Asset Management June 2006 - July 2007
Skills
Financial Modeling
Education
Pace University - Lubin School of Business 2009 — 2011
Master, Investment Management
Fudan University 2004 — 2008
BS, Actuarial Science
Derek McDonald's Wells Fargo Advisors Experience August 2010 - December 2010
Job Business Development Representative at Salesforce
Industry Financial Services
Experience
Salesforce September 2015 - Present
Lord, Abbett & Co. LLC June 2013 - May 2015
Lord Abbett & Co. LLC January 2012 - June 2013
HighTower Advisors February 2011 - May 2011
Wells Fargo Advisors August 2010 - December 2010
KJ Woods Construction May 2009 - August 2009
Skills
Access, Investments, Equities, Microsoft Office, PowerPoint, Outlook, Microsoft Excel, FINRA, Adobe Acrobat, Business Objects, Public Speaking, Spanish, Accounting, Bloomberg, Financial Analysis, Portfolio Management, Word, Series 7, Series 66, Risk Management, Economics, Microsoft Word, Social Media, Asset Allocation, Bloomberg Terminal, Financial Modeling, Fixed Income, Asset Management
Education
Fordham University 2008 — 2011
Bachelors of Science, Business Administration
Saint Joseph's University 2007 — 2008
St. Ignatius College Preparatory 2003 — 2007
Salesforce September 2015 - Present
Lord, Abbett & Co. LLC June 2013 - May 2015
Lord Abbett & Co. LLC January 2012 - June 2013
HighTower Advisors February 2011 - May 2011
Wells Fargo Advisors August 2010 - December 2010
KJ Woods Construction May 2009 - August 2009
Skills
Access, Investments, Equities, Microsoft Office, PowerPoint, Outlook, Microsoft Excel, FINRA, Adobe Acrobat, Business Objects, Public Speaking, Spanish, Accounting, Bloomberg, Financial Analysis, Portfolio Management, Word, Series 7, Series 66, Risk Management, Economics, Microsoft Word, Social Media, Asset Allocation, Bloomberg Terminal, Financial Modeling, Fixed Income, Asset Management
Education
Fordham University 2008 — 2011
Bachelors of Science, Business Administration
Saint Joseph's University 2007 — 2008
St. Ignatius College Preparatory 2003 — 2007
Yolanda Frazier Yolanda Frazier's Wells Fargo Advisors Experience September 2009 - Present
Job Accountant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2009 - Present
Wachovia Securities May 2008 - June 2009
A. G. Edwards & Sons September 2004 - May 2008
Skills
Accounts Payable, Quickbooks, PeopleSoft, Billing, Outlook
Education
Fontbonne University 2007 — 2011
Bachelors, Business Administration
Wells Fargo Advisors September 2009 - Present
Wachovia Securities May 2008 - June 2009
A. G. Edwards & Sons September 2004 - May 2008
Skills
Accounts Payable, Quickbooks, PeopleSoft, Billing, Outlook
Education
Fontbonne University 2007 — 2011
Bachelors, Business Administration
Grace Ding, CPA, MBA's Wells Fargo Advisors Experience August 2010 - November 2010
Job Audit Manager at UHY LLP
Industry Financial Services
Experience
UHY LLP November 2010 - Present
Wells Fargo Advisors August 2010 - November 2010
State Street June 2009 - August 2009
Girls On the Run St.Louis March 2009 - May 2009
Skills
Financial Reporting, Financial Modeling, Auditing, Bookkeeping, Quantitative Analytics, Analysis, Accounting, Internal Audit, General Ledger, Finance, Account Reconciliation, Financial Analysis, Financial Statements, Accounts Payable, Sarbanes-Oxley Act, Leadership, Internal Controls
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Finance and Accounting
Fudan University 2003 — 2007
Xuejun High School, Hangzhou, China
UHY LLP November 2010 - Present
Wells Fargo Advisors August 2010 - November 2010
State Street June 2009 - August 2009
Girls On the Run St.Louis March 2009 - May 2009
Skills
Financial Reporting, Financial Modeling, Auditing, Bookkeeping, Quantitative Analytics, Analysis, Accounting, Internal Audit, General Ledger, Finance, Account Reconciliation, Financial Analysis, Financial Statements, Accounts Payable, Sarbanes-Oxley Act, Leadership, Internal Controls
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Finance and Accounting
Fudan University 2003 — 2007
Xuejun High School, Hangzhou, China
Chris Huser Chris Huser's Wells Fargo Advisors Experience June 2011 - August 2011
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Student Managed Investment Fund (SMIF) January 2013 - January 2014
Deutsche Bank June 2013 - August 2013
GE Capital June 2012 - August 2012
UBS February 2012 - May 2012
Wells Fargo Advisors June 2011 - August 2011
Sears, Roebuck and Co. April 2008 - January 2010
Education
Fordham University 2010 — 2014
Bachelor of Science (B.Sc.), Finance
Teaneck High School 2006 — 2010
HS Diploma
Deutsche Bank July 2014 - Present
Student Managed Investment Fund (SMIF) January 2013 - January 2014
Deutsche Bank June 2013 - August 2013
GE Capital June 2012 - August 2012
UBS February 2012 - May 2012
Wells Fargo Advisors June 2011 - August 2011
Sears, Roebuck and Co. April 2008 - January 2010
Education
Fordham University 2010 — 2014
Bachelor of Science (B.Sc.), Finance
Teaneck High School 2006 — 2010
HS Diploma
Jeff Doan's Wells Fargo Advisors Experience August 2013 - November 2014
Job Vice President Financial Advisor, Capital One Financial Advisors
Industry Financial Services
Experience
Capital One Financial Advisors December 2014 - Present
Wells Fargo Advisors August 2013 - November 2014
ING Financial Partners February 2011 - August 2013
Skills
Retirement Planning, Investment Advisory, IRAs, Retirement Income..., 401k Rollovers, IRA's, Annuities, Insurance Planning, Wealth Accumulation, Wealth Management, Mutual Funds, Asset Allocation, Financial Planning, Disability Insurance, Roth IRA, Long Term Care, Estate Planning, Series 63, Stocks, Securities, Financial Analysis, Risk Management, series 65, Series 7
Education
George Mason University 2004 — 2008
Bachelor, Marketing
Capital One Financial Advisors December 2014 - Present
Wells Fargo Advisors August 2013 - November 2014
ING Financial Partners February 2011 - August 2013
Skills
Retirement Planning, Investment Advisory, IRAs, Retirement Income..., 401k Rollovers, IRA's, Annuities, Insurance Planning, Wealth Accumulation, Wealth Management, Mutual Funds, Asset Allocation, Financial Planning, Disability Insurance, Roth IRA, Long Term Care, Estate Planning, Series 63, Stocks, Securities, Financial Analysis, Risk Management, series 65, Series 7
Education
George Mason University 2004 — 2008
Bachelor, Marketing
Robert Kip Kelly's Wells Fargo Advisors Experience June 1988 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Banking
Experience
Wells Fargo Advisors June 1988 - Present
Skills
Finance, Insurance, Financial Advisory, Budgets, Sales, Strategic Planning, Management, Strategic Financial..., Marketing, Banking, Securities, Wealth
Education
Florida State University - College of Business 1980 — 1982
Bachelor's degree, Business Administration and Economics
Wells Fargo Advisors June 1988 - Present
Skills
Finance, Insurance, Financial Advisory, Budgets, Sales, Strategic Planning, Management, Strategic Financial..., Marketing, Banking, Securities, Wealth
Education
Florida State University - College of Business 1980 — 1982
Bachelor's degree, Business Administration and Economics
Peter Madacsi Peter Madacsi's Wells Fargo Advisors Experience September 2012 - January 2013
Job Liquidity Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
Esquire Bank September 2013 - December 2013
Wells Fargo Advisors September 2012 - January 2013
Manhattan Professional Group December 2011 - August 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Bloomberg, Microsoft Excel, Customer Service, Research, Teamwork, Photoshop, English, Windows, Public Speaking, C, Outlook, Time Management, Social Media, HTML, Finance, Auditing
Education
Fordham University 2009 — 2013
Chaminade High School 2005 — 2009
High School Diploma
JPMorgan Chase February 2014 - Present
Esquire Bank September 2013 - December 2013
Wells Fargo Advisors September 2012 - January 2013
Manhattan Professional Group December 2011 - August 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Bloomberg, Microsoft Excel, Customer Service, Research, Teamwork, Photoshop, English, Windows, Public Speaking, C, Outlook, Time Management, Social Media, HTML, Finance, Auditing
Education
Fordham University 2009 — 2013
Chaminade High School 2005 — 2009
High School Diploma
Connie Mueller Connie Mueller's Wells Fargo Advisors Experience May 2014 - Present
Job Senior BA Account Strategy & Solutions / VP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors June 2005 - January 2011
A.G. Edwards November 2004 - June 2005
A.G. Edwards March 2001 - November 2004
MOHELA January 1996 - March 2001
MOHELA January 1992 - January 1996
MOHELA January 1990 - 1992
MoHela January 1989 - January 1990
MoHELA January 1988 - January 1989
Skills
Team Management, Program Management, Project Management, Process Improvement, Negotiation, Vendor Management, Leadership, Customer Service, Team Building, Risk Management, SDLC, Software Project..., Mergers & Acquisitions, Financial Services, Training, Cross-functional Team..., Management, Banking, Business Process..., Project Portfolio...
Education
Fontbonne University 1993 — 1995
MBA
University of Missouri-Saint Louis 1982 — 1992
Bachelor
Wynford High School 1979 — 1982
High School
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors June 2005 - January 2011
A.G. Edwards November 2004 - June 2005
A.G. Edwards March 2001 - November 2004
MOHELA January 1996 - March 2001
MOHELA January 1992 - January 1996
MOHELA January 1990 - 1992
MoHela January 1989 - January 1990
MoHELA January 1988 - January 1989
Skills
Team Management, Program Management, Project Management, Process Improvement, Negotiation, Vendor Management, Leadership, Customer Service, Team Building, Risk Management, SDLC, Software Project..., Mergers & Acquisitions, Financial Services, Training, Cross-functional Team..., Management, Banking, Business Process..., Project Portfolio...
Education
Fontbonne University 1993 — 1995
MBA
University of Missouri-Saint Louis 1982 — 1992
Bachelor
Wynford High School 1979 — 1982
High School
Phil Dreessen Phil Dreessen's Wells Fargo Advisors Experience May 2014 - Present
Job DMA Portfolio Implemenation Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors October 2012 - May 2014
Allied Barton Security Solutions March 2012 - October 2012
Convergys 2012 - 2012
Brentwood School District January 2011 - May 2011
Concordia Lutheran church March 2009 - February 2011
Camp Thunderbird March 2009 - September 2010
Skills
Microsoft Office, PowerPoint, Excel, Word, Data Entry, Outlook, Access, Public Speaking, Training, Fundraising, Research, Facebook, Social Networking, Spreadsheets, QuickBooks, Accounting, Accounts Payable, Sales, Customer Service
Education
Fontbonne University 2009 — 2011
Bachelor of Science, Business Administration
Southeast Missouri State University 2007 — 2008
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors October 2012 - May 2014
Allied Barton Security Solutions March 2012 - October 2012
Convergys 2012 - 2012
Brentwood School District January 2011 - May 2011
Concordia Lutheran church March 2009 - February 2011
Camp Thunderbird March 2009 - September 2010
Skills
Microsoft Office, PowerPoint, Excel, Word, Data Entry, Outlook, Access, Public Speaking, Training, Fundraising, Research, Facebook, Social Networking, Spreadsheets, QuickBooks, Accounting, Accounts Payable, Sales, Customer Service
Education
Fontbonne University 2009 — 2011
Bachelor of Science, Business Administration
Southeast Missouri State University 2007 — 2008
Daniel Banning Daniel Banning's Wells Fargo Advisors Experience 2012 - 2013
Job Risk Specialist at Scottrade® Advisor Services
Industry Financial Services
Experience
St. Charles Financial Services, LLC 2013 - 2015
Wells Fargo Advisors 2012 - 2013
TD Ameritrade Institutional 2007 - 2012
Fidelity Investments 2006 - 2006
West Corporation 2005 - 2006
Skills
Management, Cash Management, Finance, Investments, Banking, Sales, Microsoft Office, Microsoft Excel, Customer Service, Series 7, Retail, Portfolio Management, Financial Analysis, Risk Management, Analysis, Financial Advisory, Access, Web Design, Social Media Marketing
Education
Franciscan University of Steubenville 2000 — 2005
BA, History
Tulsa Community College 1999 — 2000
N/A, LIberal Arts
Sapulpa High School 1996 — 1999
High School
St. Charles Financial Services, LLC 2013 - 2015
Wells Fargo Advisors 2012 - 2013
TD Ameritrade Institutional 2007 - 2012
Fidelity Investments 2006 - 2006
West Corporation 2005 - 2006
Skills
Management, Cash Management, Finance, Investments, Banking, Sales, Microsoft Office, Microsoft Excel, Customer Service, Series 7, Retail, Portfolio Management, Financial Analysis, Risk Management, Analysis, Financial Advisory, Access, Web Design, Social Media Marketing
Education
Franciscan University of Steubenville 2000 — 2005
BA, History
Tulsa Community College 1999 — 2000
N/A, LIberal Arts
Sapulpa High School 1996 — 1999
High School
Lisa Godoski Lisa Godoski's Wells Fargo Advisors Experience June 2015 - Present
Job Project Management, Digital Solutions
Industry Online Media
Experience
Wells Fargo Advisors June 2015 - Present
Professional Consultation February 2009 - July 2015
Elsevier Publishing October 2009 - January 2015
St. Louis Post-Dispatch March 1997 - January 2009
Skills
Journalism, Project Management, Copy Editing, Web Content Management, Editing, Social Media, AP Style, Social Networking, Digital Media, Storytelling, Writing, Photoshop, Photography, Newsletters, Experienced Trainer, InDesign, Mac, HTML, InCopy, SharePoint, Evolve, Microsoft Excel, Microsoft Word, Digital Marketing, Access, Video Production, Business Networking, Apps, Blackboard, PowerPoint, Basecamp, QuickBase, OneDrive, Digital Asset Management, Ebooks, Lean Six Sigma, Flash, Illustrator, Publishing, Newspapers, Online Publishing, SEM, SEO, Businesss Analyst, Adobe Acrobat, Final Cut Express, Lyris ListManager, Documentum
Education
University of Missouri-Saint Louis 2015 — 2015
Certification: Digital Media Marketing, Digital Marketing
Fontbonne University
BA, Communications, Dean's List
Wells Fargo Advisors June 2015 - Present
Professional Consultation February 2009 - July 2015
Elsevier Publishing October 2009 - January 2015
St. Louis Post-Dispatch March 1997 - January 2009
Skills
Journalism, Project Management, Copy Editing, Web Content Management, Editing, Social Media, AP Style, Social Networking, Digital Media, Storytelling, Writing, Photoshop, Photography, Newsletters, Experienced Trainer, InDesign, Mac, HTML, InCopy, SharePoint, Evolve, Microsoft Excel, Microsoft Word, Digital Marketing, Access, Video Production, Business Networking, Apps, Blackboard, PowerPoint, Basecamp, QuickBase, OneDrive, Digital Asset Management, Ebooks, Lean Six Sigma, Flash, Illustrator, Publishing, Newspapers, Online Publishing, SEM, SEO, Businesss Analyst, Adobe Acrobat, Final Cut Express, Lyris ListManager, Documentum
Education
University of Missouri-Saint Louis 2015 — 2015
Certification: Digital Media Marketing, Digital Marketing
Fontbonne University
BA, Communications, Dean's List
James Suh James Suh's Wells Fargo Advisors Experience January 2005 - July 2009
Job Director, Regional Sales Manager
Industry Financial Services
Experience
Merrill Lynch February 2012 - Present
Financial Firm September 2009 - February 2012
Wells Fargo Advisors January 2005 - July 2009
JP Morgan Chase January 1994 - January 2005
IDS American Express Financial Services, Inc. May 1992 - December 1994
Skills
Strategic Planning, Organizational Design, Coaching, Financial Advisory, Problem Solving, Mentoring, Financial Planning, Asset Management, Wealth Management, Compliance, Asset Managment, Operational Excellence, Strategic Financial..., Employee Training, Investments, Training, Fixed Annuities, Leadership, Sales, Credit, Financial Analysis, Management, Finance, Estate Planning, Series 7, Financial Services, Team Building, Strategy, Loans, Asset Allocation, Series 63, Alternative Investments, Banking, Human Resources, 401k, Risk Management, Equities, Series 24, Mergers & Acquisitions, Securities, Investment Strategies, Investment Management, FINRA, Mutual Funds, Recruiting, Retirement Planning, Project Planning, Uniform Combined State..., Analysis, Relationship Management
Education
Fordham Gabelli School of Business 2000 — 2002
MBA
University at Buffalo 1990 — 1992
BA
Merrill Lynch February 2012 - Present
Financial Firm September 2009 - February 2012
Wells Fargo Advisors January 2005 - July 2009
JP Morgan Chase January 1994 - January 2005
IDS American Express Financial Services, Inc. May 1992 - December 1994
Skills
Strategic Planning, Organizational Design, Coaching, Financial Advisory, Problem Solving, Mentoring, Financial Planning, Asset Management, Wealth Management, Compliance, Asset Managment, Operational Excellence, Strategic Financial..., Employee Training, Investments, Training, Fixed Annuities, Leadership, Sales, Credit, Financial Analysis, Management, Finance, Estate Planning, Series 7, Financial Services, Team Building, Strategy, Loans, Asset Allocation, Series 63, Alternative Investments, Banking, Human Resources, 401k, Risk Management, Equities, Series 24, Mergers & Acquisitions, Securities, Investment Strategies, Investment Management, FINRA, Mutual Funds, Recruiting, Retirement Planning, Project Planning, Uniform Combined State..., Analysis, Relationship Management
Education
Fordham Gabelli School of Business 2000 — 2002
MBA
University at Buffalo 1990 — 1992
BA
Panteleey Boiadjiev's Wells Fargo Advisors Experience October 2011 - July 2014
Job Trading Liaison at Investment firm
Industry Financial Services
Experience
Investment firm August 2014 - Present
Wells Fargo Advisors October 2011 - July 2014
Commerce Bank August 2010 - April 2011
Value City Furniture/ American Signature Furniture June 2009 - April 2011
Edward Jones 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, DOS, FrontPage, Phone Skills, Accounting, Test Data, Customer Service, Highly detail oriented, High Level Of Accuracy, Organized Multi-tasker, Drive to Achieve, Spreadsheets, Securities, Data Entry, Access, Outlook, Time Management, Critical Thinking, Accounts Receivable, Leadership, Banking, Finance, Teamwork, Employee Training, Accounts Payable, 10 Key, Microsoft Office 2007, Data Analysis, PowerPoint
Education
Fontbonne University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Investment firm August 2014 - Present
Wells Fargo Advisors October 2011 - July 2014
Commerce Bank August 2010 - April 2011
Value City Furniture/ American Signature Furniture June 2009 - April 2011
Edward Jones 2011 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, DOS, FrontPage, Phone Skills, Accounting, Test Data, Customer Service, Highly detail oriented, High Level Of Accuracy, Organized Multi-tasker, Drive to Achieve, Spreadsheets, Securities, Data Entry, Access, Outlook, Time Management, Critical Thinking, Accounts Receivable, Leadership, Banking, Finance, Teamwork, Employee Training, Accounts Payable, 10 Key, Microsoft Office 2007, Data Analysis, PowerPoint
Education
Fontbonne University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Robert Jarahian's Wells Fargo Advisors Experience June 2014 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo March 2014 - Present
EJ Sterling January 2013 - March 2014
Thomas Publishing October 2011 - February 2012
Skills
Series 63, Series 7, Series 65, Finance, Securities, Asset Allocation, Hedge Funds, Alternative Investments, Insurance, Management, Wealth Management, Mutual Funds, Bloomberg, Equities, Fixed Income, Investments, Asset Management
Education
Fordham University 2003 — 2005
B.S.C., Finance
University of Scranton 2001 — 2002
Christian Brothers Academy 1997 — 2001
Diploma
Wells Fargo Advisors June 2014 - Present
Wells Fargo March 2014 - Present
EJ Sterling January 2013 - March 2014
Thomas Publishing October 2011 - February 2012
Skills
Series 63, Series 7, Series 65, Finance, Securities, Asset Allocation, Hedge Funds, Alternative Investments, Insurance, Management, Wealth Management, Mutual Funds, Bloomberg, Equities, Fixed Income, Investments, Asset Management
Education
Fordham University 2003 — 2005
B.S.C., Finance
University of Scranton 2001 — 2002
Christian Brothers Academy 1997 — 2001
Diploma
Tiffanie Barnes Tiffanie Barnes's Wells Fargo Advisors Experience November 2011 - Present
Job Experienced Financial Analyst, Securities Investments Knowledge, Paralegal
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
A.G. Edwards & Sons/Wachovia Securities/Wells Fargo Advisors October 2002 - November 2011
Skills
Analysis, Financial Reporting, Investments, Litigation, Data Analysis, Spreadsheets, Paralegals, Legal Research Skills
Education
Fontbonne University
Business Administration
Parkway South High School
Parkway North High School
Wells Fargo Advisors November 2011 - Present
A.G. Edwards & Sons/Wachovia Securities/Wells Fargo Advisors October 2002 - November 2011
Skills
Analysis, Financial Reporting, Investments, Litigation, Data Analysis, Spreadsheets, Paralegals, Legal Research Skills
Education
Fontbonne University
Business Administration
Parkway South High School
Parkway North High School
kwame osei kwame osei's Wells Fargo Advisors Experience March 2010 - March 2015
Job Fixed Income Specialist at TD Waterhouse Capital Markets, Inc.
Industry Banking
Experience
TD March 2015 - Present
Wells Fargo Advisors March 2010 - March 2015
MetLife-Securities April 2007 - December 2009
Joseph Stevens January 2006 - March 2007
Skills
Credit, Financial Analysis, Bloomberg, Capital Markets, Financial Modeling, Valuation, Asset Managment, Accounting, Insurance, Microsoft Excel, Due Diligence, Lines Of Credit, Finance, Asset Management
Education
Fordham University 2014 — 2016
Investment Managment, Investments and Securities
Montclair State University 2000 — 2005
Buisness administration, Economics/ Finance
worthington estates
worthington kilbourne
TD March 2015 - Present
Wells Fargo Advisors March 2010 - March 2015
MetLife-Securities April 2007 - December 2009
Joseph Stevens January 2006 - March 2007
Skills
Credit, Financial Analysis, Bloomberg, Capital Markets, Financial Modeling, Valuation, Asset Managment, Accounting, Insurance, Microsoft Excel, Due Diligence, Lines Of Credit, Finance, Asset Management
Education
Fordham University 2014 — 2016
Investment Managment, Investments and Securities
Montclair State University 2000 — 2005
Buisness administration, Economics/ Finance
worthington estates
worthington kilbourne
Christopher Coy Christopher Coy's Wells Fargo Advisors Experience December 2009 - September 2010
Job President and NFLPA Contract Advisor at Play It Coy
Industry Sports
Experience
Play It Coy July 2012 - Present
PNC February 2011 - February 2013
Wells Fargo Advisors December 2009 - September 2010
Skills
Sports Marketing, Sports, Sponsorship, Event Management, Event Planning, Marketing, Sports Management, Strategic Planning, Facebook, Integrated Marketing, Social Media, Microsoft Word, Leadership, Press Releases, Athletics
Education
Georgetown University 2010 — 2012
Master's degree, Sports Industry Management
Hampton University 2006 — 2009
Bachelor's degree, Sports Management
Play It Coy July 2012 - Present
PNC February 2011 - February 2013
Wells Fargo Advisors December 2009 - September 2010
Skills
Sports Marketing, Sports, Sponsorship, Event Management, Event Planning, Marketing, Sports Management, Strategic Planning, Facebook, Integrated Marketing, Social Media, Microsoft Word, Leadership, Press Releases, Athletics
Education
Georgetown University 2010 — 2012
Master's degree, Sports Industry Management
Hampton University 2006 — 2009
Bachelor's degree, Sports Management
Kevin Sarpu's Wells Fargo Advisors Experience January 2010 - January 2011
Job Pursuing a Career in the Financial Services Industry
Industry Financial Services
Experience
McNamara Carpenters May 2014 - August 2014
Petersens Hardware 2010 - 2013
Wells Fargo Advisors January 2010 - January 2011
American Clean Tile LLC May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Editing, Strategic Planning, Negotiation, Sales, Financial Analysis, Finance
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance
Xavier High School 2007 — 2011
McNamara Carpenters May 2014 - August 2014
Petersens Hardware 2010 - 2013
Wells Fargo Advisors January 2010 - January 2011
American Clean Tile LLC May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Editing, Strategic Planning, Negotiation, Sales, Financial Analysis, Finance
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance
Xavier High School 2007 — 2011
Barbara Sumner Barbara Sumner's Wells Fargo Advisors Experience December 2011 - January 2012
Job Project Manager at Netsmart Technologies
Industry Information Technology and Services
Experience
Netsmart Technologies January 2012 - Present
Wells Fargo Advisors December 2011 - January 2012
Touchette Regional Hospital November 2010 - March 2011
Magellan Health Services August 2007 - November 2010
Access Courier June 2006 - August 2007
C.R. England December 2005 - June 2006
CCA Global Partners August 2004 - December 2005
Monsanto June 2000 - August 2004
Copying Concepts May 1993 - June 2000
Skills
SQL Server 2000 - 2008:..., Microsoft Apps: MS..., Oracle: PL /SQL, Forms...
Education
Webster University 2007 — 2009
MBA, Business with Management Info Sys Emphasis
Southern Illinois University, Edwardsville 2006 — 2006
Class Completion, Cont. Ed
Fontbonne University 1997 — 2000
BS, Business Marketing
Netsmart Technologies January 2012 - Present
Wells Fargo Advisors December 2011 - January 2012
Touchette Regional Hospital November 2010 - March 2011
Magellan Health Services August 2007 - November 2010
Access Courier June 2006 - August 2007
C.R. England December 2005 - June 2006
CCA Global Partners August 2004 - December 2005
Monsanto June 2000 - August 2004
Copying Concepts May 1993 - June 2000
Skills
SQL Server 2000 - 2008:..., Microsoft Apps: MS..., Oracle: PL /SQL, Forms...
Education
Webster University 2007 — 2009
MBA, Business with Management Info Sys Emphasis
Southern Illinois University, Edwardsville 2006 — 2006
Class Completion, Cont. Ed
Fontbonne University 1997 — 2000
BS, Business Marketing
Linda Whittington Linda Whittington's Wells Fargo Advisors Experience April 2015 - Present
Job Associate Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Morgan Stanley October 2007 - April 2015
HomeFirst Mortgage June 2004 - September 2007
USA Financial Services LLC October 1998 - June 2004
Skills
Portfolio Management, Lending, Financial Planning, Asset Protection, Strategic Planning, Wealth, Retirement, Loans, Investment Strategies, Investment Advisory, Fixed Annuities, Financial Advisory, Finance, Asset Allocation, Estate Planning, Wealth Management..., Asset Management, Investments
Education
Georgetown University 2012 — 2013
Georgetown University, Executive Certified Financial Planning Certificate
Radford University 1988 — 1992
Bachelor's degree, Education and Business
Wells Fargo Advisors April 2015 - Present
Morgan Stanley October 2007 - April 2015
HomeFirst Mortgage June 2004 - September 2007
USA Financial Services LLC October 1998 - June 2004
Skills
Portfolio Management, Lending, Financial Planning, Asset Protection, Strategic Planning, Wealth, Retirement, Loans, Investment Strategies, Investment Advisory, Fixed Annuities, Financial Advisory, Finance, Asset Allocation, Estate Planning, Wealth Management..., Asset Management, Investments
Education
Georgetown University 2012 — 2013
Georgetown University, Executive Certified Financial Planning Certificate
Radford University 1988 — 1992
Bachelor's degree, Education and Business
Steve Hanmer Steve Hanmer's Wells Fargo Advisors Experience December 2011 - Present
Job Implementation Consultant at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors December 2011 - Present
Wells Fargo (Sapphire Technologies) March 2010 - December 2011
CSI Deleeuw 2009 - March 2010
Proficio Mortgage Ventures April 2007 - August 2008
Prism Professional Solutions September 2005 - March 2007
Bank of America January 2003 - September 2005
Entrepreneur For Hire 2002 - 2002
Knowledge Development Centers January 1997 - January 2001
RBMG, Inc January 1996 - January 1997
Preferred Home Mortgage Company January 1991 - January 1995
Skills
Leadership, Loans, Management, Program Management, Risk Management, Strategy, Banking, Mergers, Finance, Business Development, Portfolio Management
Education
George Mason University 1979 — 1982
BS, Finance, Info Systems
Wells Fargo Advisors December 2011 - Present
Wells Fargo (Sapphire Technologies) March 2010 - December 2011
CSI Deleeuw 2009 - March 2010
Proficio Mortgage Ventures April 2007 - August 2008
Prism Professional Solutions September 2005 - March 2007
Bank of America January 2003 - September 2005
Entrepreneur For Hire 2002 - 2002
Knowledge Development Centers January 1997 - January 2001
RBMG, Inc January 1996 - January 1997
Preferred Home Mortgage Company January 1991 - January 1995
Skills
Leadership, Loans, Management, Program Management, Risk Management, Strategy, Banking, Mergers, Finance, Business Development, Portfolio Management
Education
George Mason University 1979 — 1982
BS, Finance, Info Systems
Adam Hanks MBA Adam Hanks MBA's Wells Fargo Advisors Experience June 1999 - June 2001
Job Southeast Regional Manager Huneeus Vintners
Industry Wine and Spirits
Experience
Huneeus Vintners September 2014 - Present
Mutual Distributing January 2013 - September 2014
Zuzu Restaurant LLC 2007 - August 2012
Auberge du Soleil April 2005 - August 2006
Cliffs Resort February 2003 - March 2005
Tolosa Winery March 2002 - February 2004
American Express September 2001 - April 2002
Wells Fargo Advisors June 1999 - June 2001
Skills
Restaurant Management, Financial Analysis, Financial Reporting, Managerial Finance, Economics, Sales, Marketing, Employee Management, Employee Relations, Human Resources, Communication, Team Leadership, Strategic Leadership, Wine Lists, Wine, New Restaurant Openings, Forecasting, Alcoholic Beverages, Purchasing, Pricing, Inventory Management, Sales Management, Hospitality Management, Hiring, Brand Management, Key Account Development, Market Planning, Distributors, Marketing Strategy, Champagne, Wineries, P, FMCG, Brand Development, National Accounts, Marketing Management, Account Management, New Business Development, Animal Husbandry, Juggling, Karaoke, Karate, Snorkeling
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2014
Master of Business Administration (MBA), Marketing
Wine and Spirits Education Trust 2005 — 2006
Intermediate Certification, Wine Steward/Sommelier
Court of Master Sommeliers 2004 — 2005
1st Level Certification, Wine Steward/Sommelier
Fort Lewis College 1999 — 2001
Bachelor of Arts (BA), Finance and Financial Management Services
Huneeus Vintners September 2014 - Present
Mutual Distributing January 2013 - September 2014
Zuzu Restaurant LLC 2007 - August 2012
Auberge du Soleil April 2005 - August 2006
Cliffs Resort February 2003 - March 2005
Tolosa Winery March 2002 - February 2004
American Express September 2001 - April 2002
Wells Fargo Advisors June 1999 - June 2001
Skills
Restaurant Management, Financial Analysis, Financial Reporting, Managerial Finance, Economics, Sales, Marketing, Employee Management, Employee Relations, Human Resources, Communication, Team Leadership, Strategic Leadership, Wine Lists, Wine, New Restaurant Openings, Forecasting, Alcoholic Beverages, Purchasing, Pricing, Inventory Management, Sales Management, Hospitality Management, Hiring, Brand Management, Key Account Development, Market Planning, Distributors, Marketing Strategy, Champagne, Wineries, P, FMCG, Brand Development, National Accounts, Marketing Management, Account Management, New Business Development, Animal Husbandry, Juggling, Karaoke, Karate, Snorkeling
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2014
Master of Business Administration (MBA), Marketing
Wine and Spirits Education Trust 2005 — 2006
Intermediate Certification, Wine Steward/Sommelier
Court of Master Sommeliers 2004 — 2005
1st Level Certification, Wine Steward/Sommelier
Fort Lewis College 1999 — 2001
Bachelor of Arts (BA), Finance and Financial Management Services
Patricia Carroll's Wells Fargo Advisors Experience September 2006 - July 2010
Job Consultant Relations at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors December 2012 - Present
SSgA February 2012 - December 2012
State Street Global Advisors July 2010 - February 2012
Wells Fargo Advisors September 2006 - July 2010
New England Financial December 2004 - September 2006
Skills
Series 63, Series 7, Microsoft Office, Risk Management, Investments, Valuation, Relationship Management, Financial Services, Financial Analysis, Investment Strategies, Financial Modeling, FINRA, Strategic Financial..., Capital Markets, Financial Markets, Equities
Education
Fordham University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, Marketing
State Street Global Advisors December 2012 - Present
SSgA February 2012 - December 2012
State Street Global Advisors July 2010 - February 2012
Wells Fargo Advisors September 2006 - July 2010
New England Financial December 2004 - September 2006
Skills
Series 63, Series 7, Microsoft Office, Risk Management, Investments, Valuation, Relationship Management, Financial Services, Financial Analysis, Investment Strategies, Financial Modeling, FINRA, Strategic Financial..., Capital Markets, Financial Markets, Equities
Education
Fordham University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, Marketing
Marcus Lundy III's Wells Fargo Advisors Experience August 2014 - Present
Job Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Sterne Agee March 2014 - July 2014
Marcus Lundy Jr. City Council Campaign July 2013 - October 2013
UBS May 2012 - March 2013
Douglas Aquatics, Inc. May 2010 - July 2011
Skills
Wealth Management, Economics, Fundraising, Financial Services, Investments, Political Campaigns, Community Outreach, Marketing, Analysis, Asset Allocation, Cold Calling, Leadership, Management, Microsoft Excel, Strategic Planning, Sales, Customer Service, Public Speaking
Education
George Mason University 2011 — 2013
Bachelor of Arts (B.A.), Economics
John Tyler Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.3
Wells Fargo Advisors August 2014 - Present
Sterne Agee March 2014 - July 2014
Marcus Lundy Jr. City Council Campaign July 2013 - October 2013
UBS May 2012 - March 2013
Douglas Aquatics, Inc. May 2010 - July 2011
Skills
Wealth Management, Economics, Fundraising, Financial Services, Investments, Political Campaigns, Community Outreach, Marketing, Analysis, Asset Allocation, Cold Calling, Leadership, Management, Microsoft Excel, Strategic Planning, Sales, Customer Service, Public Speaking
Education
George Mason University 2011 — 2013
Bachelor of Arts (B.A.), Economics
John Tyler Community College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.3
Michael Zuccarello Michael Zuccarello's Wells Fargo Advisors Experience May 2007 - February 2012
Job Strategic Communications Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Advisors, LLC February 2012 - September 2015
SIFMA Securities Industry Institute 2004 - May 2013
Wells Fargo Advisors May 2007 - February 2012
A.G. Edwards October 1991 - October 2007
Multiple Daily Newspapers 1985 - 1991
Skills
Leadership Development, Organizational Culture, High Performance Teams, Strategic Thinking, Team Leadership, Strategic Communications, Management
Education
Saint Louis University 2002 — 2005
Masters, Organizational Communication
University of Pennsylvania - The Wharton School 2001 — 2004
Executive Education, Securities Industry Institute
Fordham University 1983 — 1986
Bachelors, Communications
Spackenkill High School 1979 — 1983
Wells Fargo September 2015 - Present
Wells Fargo Advisors, LLC February 2012 - September 2015
SIFMA Securities Industry Institute 2004 - May 2013
Wells Fargo Advisors May 2007 - February 2012
A.G. Edwards October 1991 - October 2007
Multiple Daily Newspapers 1985 - 1991
Skills
Leadership Development, Organizational Culture, High Performance Teams, Strategic Thinking, Team Leadership, Strategic Communications, Management
Education
Saint Louis University 2002 — 2005
Masters, Organizational Communication
University of Pennsylvania - The Wharton School 2001 — 2004
Executive Education, Securities Industry Institute
Fordham University 1983 — 1986
Bachelors, Communications
Spackenkill High School 1979 — 1983
Jeri Cohen Jeri Cohen's Wells Fargo Advisors Experience March 2008 - Present
Job Financial Advisor, Vice President Investments, at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2008 - Present
Skills
Investments, Retirement Planning, Asset Allocation, Finance, Insurance, Financial Advisory, Estate Planning, Financial Services, Securities, Small Business, College Education..., Fixed Income, Fixed Annuities, Annuities, Wealth Strategies, Credit, Banking, Series 63, Mutual Funds, Customer Service, Portfolio Management
Education
Clifton High School
College Prep
Fordham University
Economics and Finance
Rutgers, The State University of New Jersey-New Brunswick
Economics and Finance
The American College
Estate Planning Certification
Wells Fargo Advisors March 2008 - Present
Skills
Investments, Retirement Planning, Asset Allocation, Finance, Insurance, Financial Advisory, Estate Planning, Financial Services, Securities, Small Business, College Education..., Fixed Income, Fixed Annuities, Annuities, Wealth Strategies, Credit, Banking, Series 63, Mutual Funds, Customer Service, Portfolio Management
Education
Clifton High School
College Prep
Fordham University
Economics and Finance
Rutgers, The State University of New Jersey-New Brunswick
Economics and Finance
The American College
Estate Planning Certification
Carmen Hornberger Carmen Hornberger's Wells Fargo Advisors Experience January 2009 - Present
Job IT Consultant
Industry Management Consulting
Experience
Wells Fargo Advisors January 2009 - Present
Skills
Asset Management, Wealth Management, Business Strategy, Valuation, Employee Benefits, Retirement Plan..., Business Continuity..., Employer Benefits Plans, Employee Benefits..., Small Business, Insurance, Public Speaking, Strategic Financial..., Financial Planning, Project Management
Education
Fontbonne University
Bachelor of Science (BS), Finance and Information Systems
Fontbonne University
Master of Arts (M.A.), Business Administration, Management and Operations
Fontbonne University
Wells Fargo Advisors January 2009 - Present
Skills
Asset Management, Wealth Management, Business Strategy, Valuation, Employee Benefits, Retirement Plan..., Business Continuity..., Employer Benefits Plans, Employee Benefits..., Small Business, Insurance, Public Speaking, Strategic Financial..., Financial Planning, Project Management
Education
Fontbonne University
Bachelor of Science (BS), Finance and Information Systems
Fontbonne University
Master of Arts (M.A.), Business Administration, Management and Operations
Fontbonne University
Jordan Hale's Wells Fargo Advisors Experience July 2008 - January 2012
Job Assistant Manager at SherwinWilliams Paints
Industry Human Resources
Experience
Sherwin-Williams Paints April 2013 - Present
Honda Manufacturing of Alabama August 2012 - December 2012
Honda Manufacturing of Alabama January 2012 - May 2012
Wells Fargo Advisors July 2008 - January 2012
The Quality Shoppe December 2010 - December 2011
Skills
Employee Relations, Human Resources, Recruiting, New Hire Orientations, Applicant Tracking..., PeopleSoft, Mainframe, Microsoft Office, Customer Satisfaction, Interviews, Leadership, Payroll, Time Management, Training
Education
Jacksonville State University 2010 — 2013
Bachelor of Science (B.S.), Business Management: Concentration: Human Resources Management
Gadsden State Community College 2008 — 2010
Associate of Science (AS), General Studies
Sherwin-Williams Paints April 2013 - Present
Honda Manufacturing of Alabama August 2012 - December 2012
Honda Manufacturing of Alabama January 2012 - May 2012
Wells Fargo Advisors July 2008 - January 2012
The Quality Shoppe December 2010 - December 2011
Skills
Employee Relations, Human Resources, Recruiting, New Hire Orientations, Applicant Tracking..., PeopleSoft, Mainframe, Microsoft Office, Customer Satisfaction, Interviews, Leadership, Payroll, Time Management, Training
Education
Jacksonville State University 2010 — 2013
Bachelor of Science (B.S.), Business Management: Concentration: Human Resources Management
Gadsden State Community College 2008 — 2010
Associate of Science (AS), General Studies
Ike Ray, Jr. Ike Ray, Jr.'s Wells Fargo Advisors Experience January 2008 - January 2010
Job Independent Insurance Adjuster who provides quality claim service for Home and Business Insurance Providers.
Industry Insurance
Experience
State Farm 2012 - Present
Ray Insurance Adjusting March 2011 - Present
Ray Property Management October 1999 - Present
Cunningham Lindsey 2011 - 2013
Cimarron Claims Service, Inc. 2012 - 2012
Wells Fargo Advisors January 2008 - January 2010
Wells Fargo October 2002 - January 2008
American General Life and Accident August 1991 - October 2002
Skills
Property & Casualty..., Insurance, Claim, Underwriting, Property Damage, Investments, Leadership, Professional Liability, Legal Liability, MSB Integra Claims..., Xactimate
Education
Francis Marion University 1986 — 1989
Bachelor of Business Administration, Marketing
Clinton High School 1981 — 1985
Diploma
State Farm 2012 - Present
Ray Insurance Adjusting March 2011 - Present
Ray Property Management October 1999 - Present
Cunningham Lindsey 2011 - 2013
Cimarron Claims Service, Inc. 2012 - 2012
Wells Fargo Advisors January 2008 - January 2010
Wells Fargo October 2002 - January 2008
American General Life and Accident August 1991 - October 2002
Skills
Property & Casualty..., Insurance, Claim, Underwriting, Property Damage, Investments, Leadership, Professional Liability, Legal Liability, MSB Integra Claims..., Xactimate
Education
Francis Marion University 1986 — 1989
Bachelor of Business Administration, Marketing
Clinton High School 1981 — 1985
Diploma
Kathy Swafford Kathy Swafford's Wells Fargo Advisors Experience August 2011 - Present
Job Technology Relationship Manager
Industry Financial Services
Experience
Wells Fargo Advisors August 2011 - Present
Wells Fargo Advisors, formerly Wachovia Securities, LLC September 2009 - August 2011
Wells Fargo Advisors April 2008 - September 2009
A. G. Edwards & Sons, Inc. March 2006 - April 2008
A. G. Edwards & Sons, Inc. January 2004 - March 2006
Skills
Process Improvement, Business Analysis, Vendor Management, Risk Management, Visio, SharePoint, Project Management, Software Documentation, Disaster Recovery, Access, Program Management, Leadership, Analysis
Education
Fontbonne University 2006 — 2010
Bachelor, Business Administration
Hillsboro High School 1971 — 1975
High School
Wells Fargo Advisors August 2011 - Present
Wells Fargo Advisors, formerly Wachovia Securities, LLC September 2009 - August 2011
Wells Fargo Advisors April 2008 - September 2009
A. G. Edwards & Sons, Inc. March 2006 - April 2008
A. G. Edwards & Sons, Inc. January 2004 - March 2006
Skills
Process Improvement, Business Analysis, Vendor Management, Risk Management, Visio, SharePoint, Project Management, Software Documentation, Disaster Recovery, Access, Program Management, Leadership, Analysis
Education
Fontbonne University 2006 — 2010
Bachelor, Business Administration
Hillsboro High School 1971 — 1975
High School
Garrett A. Martin Garrett A. Martin's Wells Fargo Advisors Experience May 1994 - Present
Job Senior Vice President Investment Officer at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
Wells Fargo Advisors May 1994 - Present
Morgan Stanley Smith Barney January 1989 - May 1994
Education
University of North Texas 1979 — 1981
Masters of Business Administration, Finance
New York University 1978 — 1979
Graduate School of Business Administration
Fordham University 1972 — 1976
BS, International Affairs
Wells Fargo Advisors May 1994 - Present
Morgan Stanley Smith Barney January 1989 - May 1994
Education
University of North Texas 1979 — 1981
Masters of Business Administration, Finance
New York University 1978 — 1979
Graduate School of Business Administration
Fordham University 1972 — 1976
BS, International Affairs
Kathryn Courbe Kathryn Courbe's Wells Fargo Advisors Experience August 2014 - Present
Job VP, Communications at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Wells Fargo Home Mortgage July 2011 - Present
Freddie Mac January 2011 - September 2011
Freddie Mac April 2009 - February 2011
Freddie Mac October 2007 - June 2009
Freddie Mac October 2006 - October 2007
Columbia Lighthouse for the Blind 2003 - 2005
Optical Capital Group October 2000 - December 2002
Weber McGinn April 1998 - October 2000
LobsenzStevens July 1995 - March 1998
Skills
Executive Communications, Communications..., Mortgage, Message Development, Crisis Communications, Mortgage Banking, Reputation Management, Speech Writing, Issues Management, Strategic Communications, Crisis Management, Internal Communications, Communications Strategy, Corporate Communications, Communications Planning, Communication Training, Mortgage Lending, Public Relations, Marketing, Media Relations, Management, Press Releases, Strategy
Education
University of Maryland College Park
MA, Journalism
Georgetown University 1985 — 1989
BA, English
Stuyvesant High School 1981 — 1985
H.S. diploma
P.S. 166
Wells Fargo Advisors August 2014 - Present
Wells Fargo Home Mortgage July 2011 - Present
Freddie Mac January 2011 - September 2011
Freddie Mac April 2009 - February 2011
Freddie Mac October 2007 - June 2009
Freddie Mac October 2006 - October 2007
Columbia Lighthouse for the Blind 2003 - 2005
Optical Capital Group October 2000 - December 2002
Weber McGinn April 1998 - October 2000
LobsenzStevens July 1995 - March 1998
Skills
Executive Communications, Communications..., Mortgage, Message Development, Crisis Communications, Mortgage Banking, Reputation Management, Speech Writing, Issues Management, Strategic Communications, Crisis Management, Internal Communications, Communications Strategy, Corporate Communications, Communications Planning, Communication Training, Mortgage Lending, Public Relations, Marketing, Media Relations, Management, Press Releases, Strategy
Education
University of Maryland College Park
MA, Journalism
Georgetown University 1985 — 1989
BA, English
Stuyvesant High School 1981 — 1985
H.S. diploma
P.S. 166
Ralph Garcia, Jr., CFP®, CIMA®'s Wells Fargo Advisors Experience January 2009 - Present
Job Managing Director Investments and Senior Institutional Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
UBS Financial Services, Inc. January 1992 - January 2009
Morgan Stanley & Co. August 1988 - January 1992
Swiss Bank Corporation June 1987 - August 1987
Education
University of Pennsylvania - The Wharton School 1994 — 1994
IMCA Certified Investment Management Analyst Program, Investments and Securities
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance
University of California, Santa Barbara 1980 — 1983
BA, Business-Economics
Foothill College 1978 — 1980
Science / Mathematics
Wells Fargo Advisors January 2009 - Present
UBS Financial Services, Inc. January 1992 - January 2009
Morgan Stanley & Co. August 1988 - January 1992
Swiss Bank Corporation June 1987 - August 1987
Education
University of Pennsylvania - The Wharton School 1994 — 1994
IMCA Certified Investment Management Analyst Program, Investments and Securities
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance
University of California, Santa Barbara 1980 — 1983
BA, Business-Economics
Foothill College 1978 — 1980
Science / Mathematics
Rick Blankenship Rick Blankenship's Wells Fargo Advisors Experience December 2010 - Present
Job Vice President Strategy at Wells Fargo Advisors
Industry Management Consulting
Experience
Wells Fargo Advisors December 2010 - Present
Hasik Analytic LLC March 2009 - March 2010
Aquinas Institute of Theology 2002 - 2010
Leggett & Platt January 2003 - March 2009
PricewaterhouseCoopers 1998 - 2001
Price Waterhouse 1997 - 1998
Price Waterhouse 1989 - 1997
Skills
Acquisition Integration, Mergers, Strategy
Education
Washington University - Olin School of Business 1994 — 1996
MBA
Georgetown University 1985 — 1989
BSFS
St. Louis University High School
Wells Fargo Advisors December 2010 - Present
Hasik Analytic LLC March 2009 - March 2010
Aquinas Institute of Theology 2002 - 2010
Leggett & Platt January 2003 - March 2009
PricewaterhouseCoopers 1998 - 2001
Price Waterhouse 1997 - 1998
Price Waterhouse 1989 - 1997
Skills
Acquisition Integration, Mergers, Strategy
Education
Washington University - Olin School of Business 1994 — 1996
MBA
Georgetown University 1985 — 1989
BSFS
St. Louis University High School
Brian Martinez Brian Martinez's Wells Fargo Advisors Experience November 2013 - May 2015
Job Sr. IT Project Manager at Magellan Health
Industry Health, Wellness and Fitness
Experience
Magellan Health May 2015 - Present
Wells Fargo Advisors November 2013 - May 2015
Express Scripts July 2012 - November 2013
Express Scripts November 2009 - November 2013
GKN Aerospace June 2009 - September 2009
Chrysler September 1992 - September 2008
Skills
Six Sigma, ISO, Quality System, Manufacturing, DMAIC, Auditing, Process Improvement, Continuous Improvement, Lean Manufacturing, Value Stream Mapping, Validation, Kaizen, Iso 9000, Root Cause Analysis, Quality Control, Automotive, Cross-functional Team..., Green Belt, Management, FMEA, Leadership, Project Management, Quality Assurance, Quality Management, SPC, Software Documentation, Visio
Education
Fontbonne University 1999 — 2003
BS, Business Administration
University of Missouri-Saint Louis 2006 — 2007
Magellan Health May 2015 - Present
Wells Fargo Advisors November 2013 - May 2015
Express Scripts July 2012 - November 2013
Express Scripts November 2009 - November 2013
GKN Aerospace June 2009 - September 2009
Chrysler September 1992 - September 2008
Skills
Six Sigma, ISO, Quality System, Manufacturing, DMAIC, Auditing, Process Improvement, Continuous Improvement, Lean Manufacturing, Value Stream Mapping, Validation, Kaizen, Iso 9000, Root Cause Analysis, Quality Control, Automotive, Cross-functional Team..., Green Belt, Management, FMEA, Leadership, Project Management, Quality Assurance, Quality Management, SPC, Software Documentation, Visio
Education
Fontbonne University 1999 — 2003
BS, Business Administration
University of Missouri-Saint Louis 2006 — 2007
Thomas J. Casey's Wells Fargo Advisors Experience 2008 - 2010
Job Director
Industry Accounting
Experience
Commonwealth Financial of Virginia, LLC November 2010 - Present
Woodard Network April 2014 - August 2015
Intuit April 2013 - March 2014
CCH, a Wolters Kluwer business February 2012 - September 2012
Wells Fargo Advisors 2008 - 2010
Thomson Reuters June 2008 - December 2008
Intuit, Inc. 2001 - 2008
Skills
CRM, SaaS, Management, Business Development, New Business Development, Sales Process, Sales, Strategic Partnerships, Competitive Analysis, Consulting, Account Management, Salesforce.com, Start-ups, Forecasting, Team Leadership, Marketing Strategy, Lead Generation, Finance, Strategic Planning, Solution Selling, Leadership, Project Management, Negotiation, Cloud Computing, Key Account Management, Go-to-market Strategy, Enterprise Software, Strategy, Direct Sales, Professional Services, Program Management, Sales Management, Customer Requirements, B2B, Business Strategy, Business Analysis, Selling, Sales Presentations, Building Relationships, Product Marketing, Contract Negotiation, Small Business, Training, Business Planning, Management Consulting, Cross-functional Team..., Entrepreneurship, Social Media
Education
International Association of Business Debt Mediation
Business Debt Mediation, ADR, Alternative Funding
George Mason University 1983 — 1987
Economics
Commonwealth Financial of Virginia, LLC November 2010 - Present
Woodard Network April 2014 - August 2015
Intuit April 2013 - March 2014
CCH, a Wolters Kluwer business February 2012 - September 2012
Wells Fargo Advisors 2008 - 2010
Thomson Reuters June 2008 - December 2008
Intuit, Inc. 2001 - 2008
Skills
CRM, SaaS, Management, Business Development, New Business Development, Sales Process, Sales, Strategic Partnerships, Competitive Analysis, Consulting, Account Management, Salesforce.com, Start-ups, Forecasting, Team Leadership, Marketing Strategy, Lead Generation, Finance, Strategic Planning, Solution Selling, Leadership, Project Management, Negotiation, Cloud Computing, Key Account Management, Go-to-market Strategy, Enterprise Software, Strategy, Direct Sales, Professional Services, Program Management, Sales Management, Customer Requirements, B2B, Business Strategy, Business Analysis, Selling, Sales Presentations, Building Relationships, Product Marketing, Contract Negotiation, Small Business, Training, Business Planning, Management Consulting, Cross-functional Team..., Entrepreneurship, Social Media
Education
International Association of Business Debt Mediation
Business Debt Mediation, ADR, Alternative Funding
George Mason University 1983 — 1987
Economics
Meghan Schmidt Meghan Schmidt's Wells Fargo Advisors Experience October 2010 - March 2013
Job
Industry Consumer Services
Experience
Game Nite November 2013 - Present
Stray Rescue of St. Louis June 2013 - Present
Thomson Reuters April 2013 - February 2015
lia sophia April 2013 - December 2014
Wells Fargo Advisors October 2010 - March 2013
Best Buy 2008 - 2011
Webster Eye Care April 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Seibel, SAP CRM, Trust, Customer Service, Highly detail oriented, SmartStation, Communication Skills, Fast-paced, Outlook, Invoicing, CRM, Sales, Telephone Skills, Data Entry, Salesforce.com, Microsoft Word, SAP, Training, Social Networking, Event Planning, Leadership
Education
Fontbonne University 2004 — 2010
Bachelor's degree, Major:American Culture Studies Minor:History
Game Nite November 2013 - Present
Stray Rescue of St. Louis June 2013 - Present
Thomson Reuters April 2013 - February 2015
lia sophia April 2013 - December 2014
Wells Fargo Advisors October 2010 - March 2013
Best Buy 2008 - 2011
Webster Eye Care April 2007 - May 2008
Skills
Microsoft Office, Microsoft Excel, Seibel, SAP CRM, Trust, Customer Service, Highly detail oriented, SmartStation, Communication Skills, Fast-paced, Outlook, Invoicing, CRM, Sales, Telephone Skills, Data Entry, Salesforce.com, Microsoft Word, SAP, Training, Social Networking, Event Planning, Leadership
Education
Fontbonne University 2004 — 2010
Bachelor's degree, Major:American Culture Studies Minor:History
Carlton Richardson's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Real Estate
Experience
Wells Fargo Advisors April 2015 - Present
Riverstone Residential Group June 2012 - April 2015
Enterprise Rent-A-Car 2011 - 2012
Education
Mingle School of Real Estate
Licensed Real Estate Broker for North Carolina, Real Estate
Full Sail University 2009 — 2010
Master's Degree, Business
Johnson C. Smith University - JCSU 2005 — 2009
Bachelor's Degree, Management
Wells Fargo Advisors April 2015 - Present
Riverstone Residential Group June 2012 - April 2015
Enterprise Rent-A-Car 2011 - 2012
Education
Mingle School of Real Estate
Licensed Real Estate Broker for North Carolina, Real Estate
Full Sail University 2009 — 2010
Master's Degree, Business
Johnson C. Smith University - JCSU 2005 — 2009
Bachelor's Degree, Management
Dave Ouderkirk's Wells Fargo Advisors Experience February 1994 - January 2011
Job Branch Manager at TAGThe Arnold Group
Industry Human Resources
Experience
TAG-The Arnold Group November 2013 - Present
Salina USD 305 March 2012 - October 2013
Wells Fargo Advisors February 1994 - January 2011
Skills
Recruiting, Employee Relations, Human Resources, Resume Writing, Management, Temporary Staffing, Applicant Tracking..., Staffing Services, Temporary Placement, Contract Recruitment, Technical Recruiting, Talent Acquisition, Recruitment Advertising, Executive Search, Permanent Placement, Sourcing, Hiring, Performance Management, Internet Recruiting, Onboarding, Public Speaking
Education
Fort Hays State University 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
TAG-The Arnold Group November 2013 - Present
Salina USD 305 March 2012 - October 2013
Wells Fargo Advisors February 1994 - January 2011
Skills
Recruiting, Employee Relations, Human Resources, Resume Writing, Management, Temporary Staffing, Applicant Tracking..., Staffing Services, Temporary Placement, Contract Recruitment, Technical Recruiting, Talent Acquisition, Recruitment Advertising, Executive Search, Permanent Placement, Sourcing, Hiring, Performance Management, Internet Recruiting, Onboarding, Public Speaking
Education
Fort Hays State University 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Juan M Valderrabano, MBA's Wells Fargo Advisors Experience October 2011 - December 2013
Job GSI / AGCO INTERNATIONAL SALES at Intersystems
Industry Mechanical or Industrial Engineering
Experience
Intersystems July 2015 - Present
Werner Enterprises November 2014 - July 2015
Werner Enterprises February 2015 - April 2015
Werner Enterprises January 2014 - November 2014
Wells Fargo Advisors October 2011 - December 2013
Team National July 2007 - September 2012
Kaplan University January 2008 - January 2012
Mid America Finanacial/ Guardian Mutual Life Insurance Company August 2008 - October 2011
eBay - PayPal May 2007 - August 2008
HSBC August 2004 - May 2007
Skills
Marketing, Training, Sales, Public Speaking, Team Building, Leadership, Marketing Strategy, Management, Customer Service, Strategic Planning, Salesforce.com, Process Improvement, Sales Force Development, Sales Force Alignment, New Business Development, Business Development, Project Management, Coaching, Small Business, Leadership Development, Logistics, Budgets, Account Management, Project Planning, Interviews, Recruiting, Operations Management, Analytics, PowerPoint, Microsoft Office, Negotiation, Staff Development, Sales Management
Education
Westminster College 1989 — 1992
MBA
LDS Business College 1988 — 1989
Associate of Science (A.S.)
Utah Valley University 1988 — 1988
PADI
Snow College 1987 — 1988
Certificates of Completion
Fundación Universidad de las Américas Puebla 1983 — 1987
B.S.
Intersystems July 2015 - Present
Werner Enterprises November 2014 - July 2015
Werner Enterprises February 2015 - April 2015
Werner Enterprises January 2014 - November 2014
Wells Fargo Advisors October 2011 - December 2013
Team National July 2007 - September 2012
Kaplan University January 2008 - January 2012
Mid America Finanacial/ Guardian Mutual Life Insurance Company August 2008 - October 2011
eBay - PayPal May 2007 - August 2008
HSBC August 2004 - May 2007
Skills
Marketing, Training, Sales, Public Speaking, Team Building, Leadership, Marketing Strategy, Management, Customer Service, Strategic Planning, Salesforce.com, Process Improvement, Sales Force Development, Sales Force Alignment, New Business Development, Business Development, Project Management, Coaching, Small Business, Leadership Development, Logistics, Budgets, Account Management, Project Planning, Interviews, Recruiting, Operations Management, Analytics, PowerPoint, Microsoft Office, Negotiation, Staff Development, Sales Management
Education
Westminster College 1989 — 1992
MBA
LDS Business College 1988 — 1989
Associate of Science (A.S.)
Utah Valley University 1988 — 1988
PADI
Snow College 1987 — 1988
Certificates of Completion
Fundación Universidad de las Américas Puebla 1983 — 1987
B.S.
Garnell T. Scott Jr.'s Wells Fargo Advisors Experience December 2013 - Present
Job Regional Bank Private Banker at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo Advisors December 2013 - Present
SunTrust Bank February 2013 - December 2013
Ruth Gridiron, LLC/ The Ruth Gridiron Foundation, Inc. August 2008 - July 2013
New York Life Insurance Company February 2012 - February 2013
Sears Holdings Corporation May 2006 - January 2012
City of Newport News June 2006 - August 2006
Virginia Air and Space Center 2002 - 2005
Skills
Insurance, Business Planning, Financial Services, Budgets, Analysis, Change Management, Program Management, Accounting, Strategic Financial..., Investments, Finance, Risk Management, Customer Service, Leadership, Banking, Coaching, Account Management, Team Building, Financial Analysis, Marketing, Retirement Planning, Strategic Planning, Life Insurance, Customer Satisfaction, Team Leadership, Sales, Cross-functional Team...
Education
Saint Leo University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Hampton University 2005 — 2009
Bachelor of Science (B.S.), Finance and Banking
George Mason University 2005 — 2005
Leadership Studies
Wells Fargo December 2013 - Present
Wells Fargo Advisors December 2013 - Present
SunTrust Bank February 2013 - December 2013
Ruth Gridiron, LLC/ The Ruth Gridiron Foundation, Inc. August 2008 - July 2013
New York Life Insurance Company February 2012 - February 2013
Sears Holdings Corporation May 2006 - January 2012
City of Newport News June 2006 - August 2006
Virginia Air and Space Center 2002 - 2005
Skills
Insurance, Business Planning, Financial Services, Budgets, Analysis, Change Management, Program Management, Accounting, Strategic Financial..., Investments, Finance, Risk Management, Customer Service, Leadership, Banking, Coaching, Account Management, Team Building, Financial Analysis, Marketing, Retirement Planning, Strategic Planning, Life Insurance, Customer Satisfaction, Team Leadership, Sales, Cross-functional Team...
Education
Saint Leo University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Hampton University 2005 — 2009
Bachelor of Science (B.S.), Finance and Banking
George Mason University 2005 — 2005
Leadership Studies
Juan Fernando March Juan Fernando March's Wells Fargo Advisors Experience May 2013 - September 2013
Job MiamiGuayaquil
Industry Financial Services
Experience
S&F Partners USA July 2015 - Present
Denarii Systems, LLC October 2014 - August 2015
Wells Fargo Advisors May 2013 - September 2013
Banco Amazonas January 2012 - July 2012
Ginos Ice Cream May 2010 - August 2010
Norlop JWT January 2009 - April 2009
Skills
Public Speaking, PowerPoint, Fundraising, Microsoft Word, Financial Analysis, Editing, Portfolio Management, Investments, Banking, Community Outreach, Project Management, Trust Management, Company Profiling, Event Management, Roadshows, Presentation Skills, Consolidated Reporting
Education
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), International Political Economy
S&F Partners USA July 2015 - Present
Denarii Systems, LLC October 2014 - August 2015
Wells Fargo Advisors May 2013 - September 2013
Banco Amazonas January 2012 - July 2012
Ginos Ice Cream May 2010 - August 2010
Norlop JWT January 2009 - April 2009
Skills
Public Speaking, PowerPoint, Fundraising, Microsoft Word, Financial Analysis, Editing, Portfolio Management, Investments, Banking, Community Outreach, Project Management, Trust Management, Company Profiling, Event Management, Roadshows, Presentation Skills, Consolidated Reporting
Education
Fordham University 2010 — 2014
Bachelor of Arts (B.A.), International Political Economy
Raymond Bryan's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors July 2015 - Present
Janney Montgomery Scott January 2013 - June 2015
Freedom Communications Inc. 2000 - 2010
Freedom Technology Media Group April 2001 - April 2002
Freedom Technology Media Group February 2000 - April 2001
Freedom Technology Media Group January 1998 - January 2000
Skills
Investments, Mutual Funds, Financial Analysis, Asset Allocation, Portfolio Management, Finance, Retirement Planning, Strategic Planning, Financial Planning, Strategy, Asset Management, Financial Advisory, Executive Management
Education
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance and Media and Communications
Skidmore College 1990 — 1994
BA, History
Stanford University Graduate School of Business
Executive Publishing Program
Wells Fargo Advisors July 2015 - Present
Janney Montgomery Scott January 2013 - June 2015
Freedom Communications Inc. 2000 - 2010
Freedom Technology Media Group April 2001 - April 2002
Freedom Technology Media Group February 2000 - April 2001
Freedom Technology Media Group January 1998 - January 2000
Skills
Investments, Mutual Funds, Financial Analysis, Asset Allocation, Portfolio Management, Finance, Retirement Planning, Strategic Planning, Financial Planning, Strategy, Asset Management, Financial Advisory, Executive Management
Education
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance and Media and Communications
Skidmore College 1990 — 1994
BA, History
Stanford University Graduate School of Business
Executive Publishing Program
Jordan Fitzpatrick's Wells Fargo Advisors Experience June 2008 - October 2008
Job Intern at WestCare Foundation
Industry Mental Health Care
Experience
WestCare Foundation September 2015 - Present
Central California Recovery June 2015 - August 2015
True Colors Cleaning and Organizing Co. August 2011 - August 2013
State Center Community College District, Reedley College February 2013 - May 2013
Red Lobster January 2013 - February 2013
Wells Fargo Advisors June 2008 - October 2008
Foothills Golf Course January 2006 - July 2007
Hyppo Kampus Professional Institute April 2004 - February 2005
Skills
drug and alcohol..., Public Speaking, Data Entry, PowerPoint, Social Networking, Customer Service, Cleaning, Organization, Cultural Diversity, Advocacy, Writing, Clerical Work, Microsoft Word, Microsoft Excel, Mail Server, Phone Skills, Inventory, Diversity Training, Goal Oriented, Event Planning, Process Scheduler, Coordinating Events, Social Media, Nonprofits, Microsoft Office, Community Outreach, Fundraising, Research, Editing, Training, Management, Leadership, Public Relations, Outlook
Education
Fresno City College 2013 — 2015
Associate of Science (AS), Drug and Alcohol Counseling
Willow International Community College 2010 — 2013
Psychology
Bear Creek High School 2004 — 2007
High School Diploma
WestCare Foundation September 2015 - Present
Central California Recovery June 2015 - August 2015
True Colors Cleaning and Organizing Co. August 2011 - August 2013
State Center Community College District, Reedley College February 2013 - May 2013
Red Lobster January 2013 - February 2013
Wells Fargo Advisors June 2008 - October 2008
Foothills Golf Course January 2006 - July 2007
Hyppo Kampus Professional Institute April 2004 - February 2005
Skills
drug and alcohol..., Public Speaking, Data Entry, PowerPoint, Social Networking, Customer Service, Cleaning, Organization, Cultural Diversity, Advocacy, Writing, Clerical Work, Microsoft Word, Microsoft Excel, Mail Server, Phone Skills, Inventory, Diversity Training, Goal Oriented, Event Planning, Process Scheduler, Coordinating Events, Social Media, Nonprofits, Microsoft Office, Community Outreach, Fundraising, Research, Editing, Training, Management, Leadership, Public Relations, Outlook
Education
Fresno City College 2013 — 2015
Associate of Science (AS), Drug and Alcohol Counseling
Willow International Community College 2010 — 2013
Psychology
Bear Creek High School 2004 — 2007
High School Diploma
Evelyn Banks Evelyn Banks's Wells Fargo Advisors Experience March 2013 - March 2015
Job Licensed Realtor at Keller Williams Realty, Inc.
Industry Marketing and Advertising
Experience
Keller Williams Realty, Inc. April 2015 - Present
Wells Fargo Advisors March 2013 - March 2015
American Society of Interior Designers December 2010 - March 2013
Framing Success August 2007 - September 2010
Skills
Marketing, Trade Shows, Advertising, Sales, Marketing Research, Email Marketing, Market Research, Marketing Communications, Social Media Marketing, Event Planning, Public Relations, Social Media, Management, CRM, Digital Marketing, Fundraising, Strategy
Education
George Mason University 2003 — 2007
BS, Business Marketing
Mediterranean Business Practices Program 2006 — 2006
Business Study Abroad Program, Marketing
Keller Williams Realty, Inc. April 2015 - Present
Wells Fargo Advisors March 2013 - March 2015
American Society of Interior Designers December 2010 - March 2013
Framing Success August 2007 - September 2010
Skills
Marketing, Trade Shows, Advertising, Sales, Marketing Research, Email Marketing, Market Research, Marketing Communications, Social Media Marketing, Event Planning, Public Relations, Social Media, Management, CRM, Digital Marketing, Fundraising, Strategy
Education
George Mason University 2003 — 2007
BS, Business Marketing
Mediterranean Business Practices Program 2006 — 2006
Business Study Abroad Program, Marketing
Thomas A. Esposito's Wells Fargo Advisors Experience September 2008 - October 2010
Job Branch Manager at Five Points Financial Services, LLC
Industry Financial Services
Experience
Five Points Financial Services, LLC November 2011 - Present
Raymond James Financial Services, Inc. October 2010 - November 2011
Wells Fargo Advisors September 2008 - October 2010
BofA Merrill Lynch April 2004 - September 2008
Skills
Securities, Investments, Retirement Planning, Mutual Funds, Alternative Investments, Financial Services, Finance, Small Business, Financial Advisory, FINRA, Management, Tax, Bonds
Education
Fordham University 1985 — 1989
Bachelor of Arts (B.A.), Economics, American Studies & Philosophy
Five Points Financial Services, LLC November 2011 - Present
Raymond James Financial Services, Inc. October 2010 - November 2011
Wells Fargo Advisors September 2008 - October 2010
BofA Merrill Lynch April 2004 - September 2008
Skills
Securities, Investments, Retirement Planning, Mutual Funds, Alternative Investments, Financial Services, Finance, Small Business, Financial Advisory, FINRA, Management, Tax, Bonds
Education
Fordham University 1985 — 1989
Bachelor of Arts (B.A.), Economics, American Studies & Philosophy
Katarina Stein Katarina Stein's Wells Fargo Advisors Experience March 2010 - April 2014
Job Charles Schwab & Co., Inc.
Industry Investment Banking
Experience
Charles Schwab & Co., Inc. August 2015 - Present
Capital One April 2014 - August 2015
Wells Fargo Advisors March 2010 - April 2014
M&T Bank August 2008 - March 2010
PNC September 2006 - July 2008
Ameriprise Financial Services, Inc. March 2006 - August 2006
Skills
Investments, Series 7, Series 66, Life and Health..., Financial Planning, Retirement Planning, Strategic Financial..., Uniform Combined State..., Portfolio Management, Banking, Loans
Education
Freie Universität Berlin 1993 — 1997
Master of Arts, American Studies and Slavic Studies
Indiana University Bloomington 1991 — 1995
Master of Arts, English and American Studies
Charles Schwab & Co., Inc. August 2015 - Present
Capital One April 2014 - August 2015
Wells Fargo Advisors March 2010 - April 2014
M&T Bank August 2008 - March 2010
PNC September 2006 - July 2008
Ameriprise Financial Services, Inc. March 2006 - August 2006
Skills
Investments, Series 7, Series 66, Life and Health..., Financial Planning, Retirement Planning, Strategic Financial..., Uniform Combined State..., Portfolio Management, Banking, Loans
Education
Freie Universität Berlin 1993 — 1997
Master of Arts, American Studies and Slavic Studies
Indiana University Bloomington 1991 — 1995
Master of Arts, English and American Studies
Alex Vescera Alex Vescera's Wells Fargo Advisors Experience June 2011 - August 2011
Job Assistant Tournament Manager First & Second Rounds of the NCAA Men's Basketball Tournament at Providence College
Industry Sports
Experience
Providence College June 2015 - Present
Providence College June 2013 - June 2015
Providence College Athletic Department June 2012 - August 2012
Special Olympics Rhode Island May 2012 - August 2012
Wells Fargo Advisors June 2011 - August 2011
Education
Providence College 2013 — 2015
Master of Business Administration (MBA)
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Business Organizations & Society
Bishop Hendricken High School 2005 — 2009
Providence College June 2015 - Present
Providence College June 2013 - June 2015
Providence College Athletic Department June 2012 - August 2012
Special Olympics Rhode Island May 2012 - August 2012
Wells Fargo Advisors June 2011 - August 2011
Education
Providence College 2013 — 2015
Master of Business Administration (MBA)
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), Business Organizations & Society
Bishop Hendricken High School 2005 — 2009
James Holleman's Wells Fargo Advisors Experience February 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Lowe's Companies, Inc. January 2010 - July 2013
Wells Fargo Home Mortgage 2013 - 2013
US Army August 2006 - September 2012
Skills
Mortgage Lending, Customer Service, Banking, Management, Financial Analysis, Risk Management, Project Management, Leadership, Sales, Business Analysis, Retirement Planning, Financial Services, Investments, Mutual Funds, Portfolio Management, Relationship Management, Microsoft Office, Wealth Management
Education
Gardner-Webb University 2015 — 2017
Master's degree, Wealth and Trust Mangement
Gardner-Webb University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo Advisors February 2014 - Present
Lowe's Companies, Inc. January 2010 - July 2013
Wells Fargo Home Mortgage 2013 - 2013
US Army August 2006 - September 2012
Skills
Mortgage Lending, Customer Service, Banking, Management, Financial Analysis, Risk Management, Project Management, Leadership, Sales, Business Analysis, Retirement Planning, Financial Services, Investments, Mutual Funds, Portfolio Management, Relationship Management, Microsoft Office, Wealth Management
Education
Gardner-Webb University 2015 — 2017
Master's degree, Wealth and Trust Mangement
Gardner-Webb University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mike McConahy, CRPC® Mike McConahy, CRPC®'s Wells Fargo Advisors Experience July 2008 - August 2015
Job Advisor Consultant Planner at SevenBridge Financial Group
Industry Financial Services
Experience
SevenBridge Financial Group August 2015 - Present
Wells Fargo Advisors July 2008 - August 2015
Prudential Ridgeway Real Estate June 2007 - August 2008
Mercer January 2001 - June 2008
Aon Consulting April 1998 - July 2000
CBIZ 1996 - 1998
Skills
401k, Customer Service, Financial Advisory, Financial Modeling, Financial Services, Fixed Income, Fundraising, Investment Advisory, Investment Strategies, Investments, Leadership, Loans, Pensions, Portfolio Management, Retirement, Retirement Planning, Sales
Education
Frostburg State University
BS, Mathematics
Everett 1987 — 1991
SevenBridge Financial Group August 2015 - Present
Wells Fargo Advisors July 2008 - August 2015
Prudential Ridgeway Real Estate June 2007 - August 2008
Mercer January 2001 - June 2008
Aon Consulting April 1998 - July 2000
CBIZ 1996 - 1998
Skills
401k, Customer Service, Financial Advisory, Financial Modeling, Financial Services, Fixed Income, Fundraising, Investment Advisory, Investment Strategies, Investments, Leadership, Loans, Pensions, Portfolio Management, Retirement, Retirement Planning, Sales
Education
Frostburg State University
BS, Mathematics
Everett 1987 — 1991
Desiree Dubovsky Desiree Dubovsky's Wells Fargo Advisors Experience June 2009 - July 2010
Job Administrative Assistant
Industry Financial Services
Experience
Rent-A-Center 2012 - 2012
Sun central June 2006 - April 2011
Wells Fargo Advisors June 2009 - July 2010
FFP Global July 2006 - March 2009
Skills
Customer Service, Call Centers, Sales, Team Building, Time Management, Training, Microsoft Office, Microsoft Excel, Retail, Microsoft Word, Management, Team Leadership, Strategic Planning, Outlook, Coaching, Account Management, Public Speaking, Data Entry, Customer Retention, Process Improvement, Process Scheduler, Store Management, Inventory Control, Visual Merchandising, Social Networking, Customer Experience, Performance Management, Business Strategy, Teamwork, PowerPoint, Employee Relations, Vendor Management, Marketing, Team Management, Adobe Acrobat, DOS, Google Apps, Skip Tracing, Windows 7, Telecommunications, Troubleshooting, Loan Servicing, Student Loans, Multi-line Phone, Administrative Work
Education
Folsom Lake College
Associate's degree, Criminal Justice/Police Science
Rent-A-Center 2012 - 2012
Sun central June 2006 - April 2011
Wells Fargo Advisors June 2009 - July 2010
FFP Global July 2006 - March 2009
Skills
Customer Service, Call Centers, Sales, Team Building, Time Management, Training, Microsoft Office, Microsoft Excel, Retail, Microsoft Word, Management, Team Leadership, Strategic Planning, Outlook, Coaching, Account Management, Public Speaking, Data Entry, Customer Retention, Process Improvement, Process Scheduler, Store Management, Inventory Control, Visual Merchandising, Social Networking, Customer Experience, Performance Management, Business Strategy, Teamwork, PowerPoint, Employee Relations, Vendor Management, Marketing, Team Management, Adobe Acrobat, DOS, Google Apps, Skip Tracing, Windows 7, Telecommunications, Troubleshooting, Loan Servicing, Student Loans, Multi-line Phone, Administrative Work
Education
Folsom Lake College
Associate's degree, Criminal Justice/Police Science
Scott C. Wallace's Wells Fargo Advisors Experience February 2000 - Present
Job First Vice PresidentInvestment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2000 - Present
Arden Insurance Services 1978 - 2000
Schlitt Insurance Services 1973 - 1978
Skills
Financial Advisory, Mutual Funds, Variable Annuities, 401k, Retirement Planning, Stocks, Bonds, Finance, Insurance
Education
Florida State University - College of Business 1969 — 1973
Bachelor's Degree, Risk and Insurance, Real Estate
Wells Fargo Advisors February 2000 - Present
Arden Insurance Services 1978 - 2000
Schlitt Insurance Services 1973 - 1978
Skills
Financial Advisory, Mutual Funds, Variable Annuities, 401k, Retirement Planning, Stocks, Bonds, Finance, Insurance
Education
Florida State University - College of Business 1969 — 1973
Bachelor's Degree, Risk and Insurance, Real Estate
Kristie Freeman Kristie Freeman's Wells Fargo Advisors Experience May 2008 - January 2010
Job Digital Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2010 - Present
Wells Fargo Advisors May 2008 - January 2010
Commerce Bank August 2007 - May 2008
A.G. Edwards & Sons, Inc. 1994 - 2007
Skills
SEM, Online Advertising, Online Marketing, Direct Marketing, Web Marketing, Advertising, Customer Acquisition, Content Development, Display Advertising, Web Analytics, Analytics, Digital Marketing, Lead Generation, Integrated Marketing, Website Promotion, Database Marketing, Social Media Marketing, Marketing Strategy, E-commerce, Marketing Communications, Multi-channel Marketing, Digital Strategy, Interactive Marketing
Education
Fontbonne University 1998 — 2000
BBA, Business Administration / Marketing
Wells Fargo January 2010 - Present
Wells Fargo Advisors May 2008 - January 2010
Commerce Bank August 2007 - May 2008
A.G. Edwards & Sons, Inc. 1994 - 2007
Skills
SEM, Online Advertising, Online Marketing, Direct Marketing, Web Marketing, Advertising, Customer Acquisition, Content Development, Display Advertising, Web Analytics, Analytics, Digital Marketing, Lead Generation, Integrated Marketing, Website Promotion, Database Marketing, Social Media Marketing, Marketing Strategy, E-commerce, Marketing Communications, Multi-channel Marketing, Digital Strategy, Interactive Marketing
Education
Fontbonne University 1998 — 2000
BBA, Business Administration / Marketing
Lorayne Fiorillo Lorayne Fiorillo's Wells Fargo Advisors Experience December 1986 - Present
Job Managing DirectorInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 1986 - Present
Fiorillo Financial Strategies Group of Wells Fargo Advisors, LLC 1985 - Present
Skills
Investments, Finance, Financial Advisory, Public Speaking, Retirement Planning, Small Business
Education
Georgetown University 1975 — 1982
BS psychology, MS Physiology, Psychology, Physiology
Georgetown University
BS of Psychology
Wells Fargo Advisors December 1986 - Present
Fiorillo Financial Strategies Group of Wells Fargo Advisors, LLC 1985 - Present
Skills
Investments, Finance, Financial Advisory, Public Speaking, Retirement Planning, Small Business
Education
Georgetown University 1975 — 1982
BS psychology, MS Physiology, Psychology, Physiology
Georgetown University
BS of Psychology
Jim McAtee Jim McAtee's Wells Fargo Advisors Experience 1984 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 1984 - Present
Education
Georgetown University 1964 — 1968
Bachelor's Degree
Wells Fargo Advisors 1984 - Present
Education
Georgetown University 1964 — 1968
Bachelor's Degree
David Nanson David Nanson's Wells Fargo Advisors Experience January 2000 - November 2008
Job Senior Vice PresidentInvestments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS November 2008 - Present
Wells Fargo Advisors January 2000 - November 2008
Education
George Fox University
UBS November 2008 - Present
Wells Fargo Advisors January 2000 - November 2008
Education
George Fox University
Cathie Galbraith Coleman, CFP® Cathie Galbraith Coleman, CFP®'s Wells Fargo Advisors Experience March 2005 - Present
Job Managing Director Investments at Galbraith Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2005 - Present
Blue Drake Outfitters (formerly Westbank Anglers) January 1992 - March 2005
Skills
Certified Financial..., Investments, Separately Managed..., Retirement Planning, Asset Allocation, Investment Strategies, Estate Investment..., Risk Management, Retirement, Education Planning, Alternative Investments, 401k Rollovers, 529 Plans, High Net Worth..., IRAs, Long-term Care, Insurance, Hedge Funds
Education
Georgetown University 1986 — 1990
BSBA, International Management
Southern Methodist University - Cox School of Business 1992 — 1993
Executive MBA
Foxcroft School, Middleburg, Virginia 1984 — 1986
Valedictorian
Wells Fargo Advisors March 2005 - Present
Blue Drake Outfitters (formerly Westbank Anglers) January 1992 - March 2005
Skills
Certified Financial..., Investments, Separately Managed..., Retirement Planning, Asset Allocation, Investment Strategies, Estate Investment..., Risk Management, Retirement, Education Planning, Alternative Investments, 401k Rollovers, 529 Plans, High Net Worth..., IRAs, Long-term Care, Insurance, Hedge Funds
Education
Georgetown University 1986 — 1990
BSBA, International Management
Southern Methodist University - Cox School of Business 1992 — 1993
Executive MBA
Foxcroft School, Middleburg, Virginia 1984 — 1986
Valedictorian
Andrew Beckerman Sr. Andrew Beckerman Sr.'s Wells Fargo Advisors Experience September 2001 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2001 - Present
Education
Maryville University of Saint Louis 1993 — 1994
Master's, Businsess Administration
Fontbonne University 1985 — 1989
Bachelor of Science (B.S.), Management of Information Systems
Wells Fargo Advisors September 2001 - Present
Education
Maryville University of Saint Louis 1993 — 1994
Master's, Businsess Administration
Fontbonne University 1985 — 1989
Bachelor of Science (B.S.), Management of Information Systems
Adriana Hafiane Adriana Hafiane's Wells Fargo Advisors Experience February 2004 - January 2011
Job Director of Service Technology at ADP
Industry Information Technology and Services
Experience
ADP April 2013 - April 2015
Philips July 2012 - April 2013
Bank of America September 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) March 2011 - August 2011
TD Waterhouse August 2010 - February 2011
Wells Fargo Advisors February 2004 - January 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Metastorm 1997 - 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Software Documentation, Testing, Risk Management, Business Intelligence, Project Management, Analysis, Management, Databases, Project Planning, Training, Process Improvement, Leadership
Education
Business Analysis/Business Process Management
George Mason University
BS, Biology
ADP April 2013 - April 2015
Philips July 2012 - April 2013
Bank of America September 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) March 2011 - August 2011
TD Waterhouse August 2010 - February 2011
Wells Fargo Advisors February 2004 - January 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Metastorm 1997 - 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Software Documentation, Testing, Risk Management, Business Intelligence, Project Management, Analysis, Management, Databases, Project Planning, Training, Process Improvement, Leadership
Education
Business Analysis/Business Process Management
George Mason University
BS, Biology
Amanda Marlow Amanda Marlow's Wells Fargo Advisors Experience March 2015 - Present
Job Associate Vice President Compliance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors May 2008 - Present
Ralston Purina August 2006 - May 2008
A.G. Edwards & Sons, Inc. July 2005 - July 2006
A.G. Edwards & Sons, Inc. July 2001 - July 2005
Skills
Financial Services, Project Management, Finance, Investments
Education
Fontbonne University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General, Graduated
Collinsville High School 1992 — 1996
General Studies
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors May 2008 - Present
Ralston Purina August 2006 - May 2008
A.G. Edwards & Sons, Inc. July 2005 - July 2006
A.G. Edwards & Sons, Inc. July 2001 - July 2005
Skills
Financial Services, Project Management, Finance, Investments
Education
Fontbonne University 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General, Graduated
Collinsville High School 1992 — 1996
General Studies
Robert Gascon's Wells Fargo Advisors Experience 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2012 - Present
Skills
Retirement Planning, 401k Rollovers, Fixed Annuities, Mutual Funds, IRAs, Investments, Retirement, Asset Allocation, Saving for Education, 529 Plans, Investment Strategies, Financial Advisory
Education
Frostburg State University 2000 — 2004
Bachelor of Business Administration (BBA)
Wells Fargo Advisors 2012 - Present
Skills
Retirement Planning, 401k Rollovers, Fixed Annuities, Mutual Funds, IRAs, Investments, Retirement, Asset Allocation, Saving for Education, 529 Plans, Investment Strategies, Financial Advisory
Education
Frostburg State University 2000 — 2004
Bachelor of Business Administration (BBA)
Jasper Evans Jasper Evans's Wells Fargo Advisors Experience May 2009 - Present
Job Application Engineer at Wells Fargo Advisors
Industry Computer Software
Experience
Wells Fargo Advisors May 2009 - Present
Wachovia Securities, LLC October 2008 - January 2011
Anheuser-Busch July 2008 - October 2008
TALX October 2005 - July 2008
Anheuser-Busch January 2004 - October 2005
CPI 1997 - 2001
Education
Webster University 2008 — 2011
Masters, Information Technology
Fontbonne University 2002 — 2004
Wells Fargo Advisors May 2009 - Present
Wachovia Securities, LLC October 2008 - January 2011
Anheuser-Busch July 2008 - October 2008
TALX October 2005 - July 2008
Anheuser-Busch January 2004 - October 2005
CPI 1997 - 2001
Education
Webster University 2008 — 2011
Masters, Information Technology
Fontbonne University 2002 — 2004
Jessica Blanchette's Wells Fargo Advisors Experience August 2006 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2006 - Present
Safeco Insurance April 2005 - August 2006
Anheuser-Busch 1997 - 2000
Education
Fontbonne University
Wells Fargo Advisors August 2006 - Present
Safeco Insurance April 2005 - August 2006
Anheuser-Busch 1997 - 2000
Education
Fontbonne University
Jen Hanak-Heninger Jen Hanak-Heninger's Wells Fargo Advisors Experience September 2014 - Present
Job Business Transition Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Skills
Visio, Process Improvement, Access, SDLC, SharePoint, Vendor Management, Requirements Gathering, Business Process..., Disaster Recovery, Management, Project Management, Financial Services
Education
Bishop DuBourg
Fontbonne University
Bachelor of Arts (BA), Communication, General
Wells Fargo Advisors September 2014 - Present
Skills
Visio, Process Improvement, Access, SDLC, SharePoint, Vendor Management, Requirements Gathering, Business Process..., Disaster Recovery, Management, Project Management, Financial Services
Education
Bishop DuBourg
Fontbonne University
Bachelor of Arts (BA), Communication, General
Cady Kirkwood's Wells Fargo Advisors Experience September 2015 - Present
Job Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2015 - Present
City of Cumberland November 2014 - August 2015
Chick-fil-A July 2009 - September 2014
Cafe Mark June 2012 - September 2012
Allegany County Commissioners' Office June 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Interviews, Recruiting, Training, Management, Leadership
Education
Frostburg State University 2010 — 2014
Bachelor of Science (BS), Business Administration, 4.0
Frostburg State University 2010 — 2014
Bachelor's of Science in Business Administration, Business Admnistration
Mountain Ridge High School 2006 — 2010
Honors High School Diploma
Wells Fargo Advisors September 2015 - Present
City of Cumberland November 2014 - August 2015
Chick-fil-A July 2009 - September 2014
Cafe Mark June 2012 - September 2012
Allegany County Commissioners' Office June 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Interviews, Recruiting, Training, Management, Leadership
Education
Frostburg State University 2010 — 2014
Bachelor of Science (BS), Business Administration, 4.0
Frostburg State University 2010 — 2014
Bachelor's of Science in Business Administration, Business Admnistration
Mountain Ridge High School 2006 — 2010
Honors High School Diploma
Jarrett Jackson Jarrett Jackson's Wells Fargo Advisors Experience March 2014 - Present
Job Securities Operations Service Specialist at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Insurance Services November 2011 - March 2014
Re-Bath, LLC September 2010 - November 2011
The Bar at 316 November 2009 - February 2011
Applebee's January 2009 - November 2009
DunRite Installations May 2006 - August 2008
Skills
Sharepoint, Benefitpoint, Nexsure, Microsoft Office Suite, Sagitta, Selling, Customer Service, Team Building, Strategy, Microsoft Office, Leadership, Marketing Strategy, Management, Training, Team Leadership, Insurance, Marketing, Policy Review, Accounting, Policy Analysis, Microsoft Excel, Sales
Education
Gardner-Webb University 2005 — 2009
B.S. Business Administration, Management
Wells Fargo Advisors March 2014 - Present
Wells Fargo Insurance Services November 2011 - March 2014
Re-Bath, LLC September 2010 - November 2011
The Bar at 316 November 2009 - February 2011
Applebee's January 2009 - November 2009
DunRite Installations May 2006 - August 2008
Skills
Sharepoint, Benefitpoint, Nexsure, Microsoft Office Suite, Sagitta, Selling, Customer Service, Team Building, Strategy, Microsoft Office, Leadership, Marketing Strategy, Management, Training, Team Leadership, Insurance, Marketing, Policy Review, Accounting, Policy Analysis, Microsoft Excel, Sales
Education
Gardner-Webb University 2005 — 2009
B.S. Business Administration, Management
John Zanzano, Jr. John Zanzano, Jr.'s Wells Fargo Advisors Experience July 2012 - August 2012
Job Associate Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase December 2013 - January 2015
Navigant May 2013 - November 2013
Fordham University October 2009 - May 2013
Wells Fargo Advisors July 2012 - August 2012
Staples August 2009 - September 2009
Skills
Access, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Budgets, Analysis, Management, Human Resources, Bloomberg Terminal, Security, Finance, Risk Management, Leadership, Social Media, Financial Analysis, Customer Service, Data Analysis
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Finance
Fordham Preparatory School 2006 — 2009
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase December 2013 - January 2015
Navigant May 2013 - November 2013
Fordham University October 2009 - May 2013
Wells Fargo Advisors July 2012 - August 2012
Staples August 2009 - September 2009
Skills
Access, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Budgets, Analysis, Management, Human Resources, Bloomberg Terminal, Security, Finance, Risk Management, Leadership, Social Media, Financial Analysis, Customer Service, Data Analysis
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Finance
Fordham Preparatory School 2006 — 2009
Caprice Haywood, Masters of Management Caprice Haywood, Masters of Management's Wells Fargo Advisors Experience January 2015 - Present
Job Currently seeking new career opportunities
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors July 2014 - January 2015
Wells Fargo Advisors October 2013 - July 2014
Ameren January 2013 - October 2013
VisionCor at Savvis June 2012 - January 2013
GO! Network July 2011 - June 2012
CNA Insurance July 2008 - December 2010
CNA Insurance April 1999 - July 2008
Skills
Organizational..., Organizational Structure, Employment Law, Employee Engagement, Project Management, Business Analysis, Instructional Design, Instructor-led Training, New Hire Training, New Hire Processes, ADDIE, New Hire Programs, Requirements Gathering, Procedure Analysis, Procedure Development, Procedure Design, Team Building, Procedure Manuals, Process Improvement, Cycle Time Reduction, Customer Service, Talent Development, Needs Analysis, Continuous Improvement, Performance Improvement, Business Process..., Customer Relations, Negotiation, Conflict Resolution, Lean Initiatives, BigMachines, WebEx, Cornerstone on Demand, Procedural Analysis, Lean Manufacturing, Leadership, Change Management, Management, Talent Management, Team Leadership, Leadership Development, Career Development, Software Documentation
Education
Fontbonne University
Masters of Management
Fontbonne University
Bachelor of Arts
Normandy High School
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors July 2014 - January 2015
Wells Fargo Advisors October 2013 - July 2014
Ameren January 2013 - October 2013
VisionCor at Savvis June 2012 - January 2013
GO! Network July 2011 - June 2012
CNA Insurance July 2008 - December 2010
CNA Insurance April 1999 - July 2008
Skills
Organizational..., Organizational Structure, Employment Law, Employee Engagement, Project Management, Business Analysis, Instructional Design, Instructor-led Training, New Hire Training, New Hire Processes, ADDIE, New Hire Programs, Requirements Gathering, Procedure Analysis, Procedure Development, Procedure Design, Team Building, Procedure Manuals, Process Improvement, Cycle Time Reduction, Customer Service, Talent Development, Needs Analysis, Continuous Improvement, Performance Improvement, Business Process..., Customer Relations, Negotiation, Conflict Resolution, Lean Initiatives, BigMachines, WebEx, Cornerstone on Demand, Procedural Analysis, Lean Manufacturing, Leadership, Change Management, Management, Talent Management, Team Leadership, Leadership Development, Career Development, Software Documentation
Education
Fontbonne University
Masters of Management
Fontbonne University
Bachelor of Arts
Normandy High School
Charles Salice Charles Salice's Wells Fargo Advisors Experience June 2010 - June 2014
Job Operations Clerk at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Serve U Brands June 2014 - Present
Wells Fargo Advisors June 2010 - June 2014
Skills
Financial Analysis, Bloomberg, Real Estate
Education
Fordham University 2009 — 2013
Serve U Brands June 2014 - Present
Wells Fargo Advisors June 2010 - June 2014
Skills
Financial Analysis, Bloomberg, Real Estate
Education
Fordham University 2009 — 2013
Erinn Webb Erinn Webb's Wells Fargo Advisors Experience November 2010 - March 2011
Job Client Reporting Analyst at Columbia Threadneedle
Industry Financial Services
Experience
Columbia Threadneedle Investments, US November 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2013
Wells Fargo Advisors November 2010 - March 2011
John Hancock February 2010 - September 2010
Edward Jones May 2008 - November 2009
Ceridian August 2006 - July 2007
Ceres Environmental Services, Inc. August 2005 - November 2005
Cargill November 1999 - August 2005
Skills
Series 7, Series 66, Hold Series 7, Investments, Strategic Financial..., Leadership, Process Improvement, Accounting, Analysis, Financial Analysis, Strategic Planning, Business Process..., Forecasting, Financial Planning, Portfolio Management, Banking, Retirement Planning, Cross-functional Team..., Customer Service, Financial Reporting, Roller Derby
Education
University of St. Thomas 2012 — 2019
Master of Business Administration (MBA), Accounting and Finance
Northwestern College 1995 — 1999
BA, Marketing
Georgetown University 1997 — 1997
Certificate, American Government and Politics (United States)
Columbia Threadneedle Investments, US November 2013 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2013
Wells Fargo Advisors November 2010 - March 2011
John Hancock February 2010 - September 2010
Edward Jones May 2008 - November 2009
Ceridian August 2006 - July 2007
Ceres Environmental Services, Inc. August 2005 - November 2005
Cargill November 1999 - August 2005
Skills
Series 7, Series 66, Hold Series 7, Investments, Strategic Financial..., Leadership, Process Improvement, Accounting, Analysis, Financial Analysis, Strategic Planning, Business Process..., Forecasting, Financial Planning, Portfolio Management, Banking, Retirement Planning, Cross-functional Team..., Customer Service, Financial Reporting, Roller Derby
Education
University of St. Thomas 2012 — 2019
Master of Business Administration (MBA), Accounting and Finance
Northwestern College 1995 — 1999
BA, Marketing
Georgetown University 1997 — 1997
Certificate, American Government and Politics (United States)
Bridgett Harris's Wells Fargo Advisors Experience 2009 - 2010
Job Change Agent | Organization Dvlp | Program & Project Mngt | Leadership Dvlp | Process Dvlp | Strategic Planning
Industry Information Technology and Services
Experience
March of Dimes (SLU Organizational Assessment Project) February 2013 - May 2013
Express Scripts February 2011 - May 2011
U.S. Bank Corporation June 2010 - November 2010
WELLS FARGO ADVISORS BROKERAGE FIRM June 2009 - March 2010
Wells Fargo Advisors 2009 - 2010
Wells Fargo Advisors 2009 - 2010
Anheuser-Busch InBev April 2007 - February 2009
US Bank February 2006 - April 2007
Pfizer Corporation November 2001 - September 2003
Thompson Learning May 2001 - November 2001
Skills
OD & Change Intervention, Employee Engagement, Instructional Design, Organization Assessment..., Team Building, Department Management, Program & Project Mngt., Leadership Development, Talent..., Scheduling/Integration..., Issue & Risk Management, Budget Management, Process Development, Development & delivery..., Internal/External..., Strategic Planning, Operations Management, Cross-functional Team..., Program Management, Management, Business Analysis, Leadership
Education
Saint Louis University 2010 — 2012
Master of Arts (MA), Leadership & Organizational Devlopment, 3.9
Saint Louis University 2010 — 2012
Master of Science (MS), Organizational Informatics, 3.9
Fontbonne University 1986 — 1988
MBA, Business Administration
Fontbonne University 1985 — 1986
BA, Business Administration
March of Dimes (SLU Organizational Assessment Project) February 2013 - May 2013
Express Scripts February 2011 - May 2011
U.S. Bank Corporation June 2010 - November 2010
WELLS FARGO ADVISORS BROKERAGE FIRM June 2009 - March 2010
Wells Fargo Advisors 2009 - 2010
Wells Fargo Advisors 2009 - 2010
Anheuser-Busch InBev April 2007 - February 2009
US Bank February 2006 - April 2007
Pfizer Corporation November 2001 - September 2003
Thompson Learning May 2001 - November 2001
Skills
OD & Change Intervention, Employee Engagement, Instructional Design, Organization Assessment..., Team Building, Department Management, Program & Project Mngt., Leadership Development, Talent..., Scheduling/Integration..., Issue & Risk Management, Budget Management, Process Development, Development & delivery..., Internal/External..., Strategic Planning, Operations Management, Cross-functional Team..., Program Management, Management, Business Analysis, Leadership
Education
Saint Louis University 2010 — 2012
Master of Arts (MA), Leadership & Organizational Devlopment, 3.9
Saint Louis University 2010 — 2012
Master of Science (MS), Organizational Informatics, 3.9
Fontbonne University 1986 — 1988
MBA, Business Administration
Fontbonne University 1985 — 1986
BA, Business Administration
Josh Stahl's Wells Fargo Advisors Experience June 2013 - Present
Job Compliance Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2013 - Present
Wells Fargo Securities December 2011 - June 2013
Newedge USA, LLC January 2009 - December 2011
National Futures Association June 2005 - January 2009
Skills
Securities, Derivatives, Risk Management, AML, Capital Markets, Equities, FINRA, Financial Regulation, Financial Services, Hedge Funds, Options, Series 7
Education
Fontbonne University 2002 — 2005
Rose-Hulman Institute of Technology
Wells Fargo Advisors June 2013 - Present
Wells Fargo Securities December 2011 - June 2013
Newedge USA, LLC January 2009 - December 2011
National Futures Association June 2005 - January 2009
Skills
Securities, Derivatives, Risk Management, AML, Capital Markets, Equities, FINRA, Financial Regulation, Financial Services, Hedge Funds, Options, Series 7
Education
Fontbonne University 2002 — 2005
Rose-Hulman Institute of Technology
Shelly Kramer's Wells Fargo Advisors Experience April 2008 - Present
Job Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2008 - Present
SunTrust Bank January 2005 - October 2006
Education
Franklin University 1995 — 1997
MBA, MBA
DeVRY 1985 — 1988
BS CIS, Computer Informations Systems
Wells Fargo Advisors April 2008 - Present
SunTrust Bank January 2005 - October 2006
Education
Franklin University 1995 — 1997
MBA, MBA
DeVRY 1985 — 1988
BS CIS, Computer Informations Systems
Paul Dully's Wells Fargo Advisors Experience March 2004 - October 2011
Job Executive Director Finance at UBS Wealth Management Americas
Industry Financial Services
Experience
UBS Wealth Management Americas August 2013 - Present
ING US October 2011 - June 2013
Wells Fargo Advisors March 2004 - October 2011
Merrill Lynch 1998 - 2002
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Securities, Mergers & Acquisitions, Mutual Funds, Wealth Management, Capital Markets, Financial Services, Finance, Risk Management, Fixed Income, Analysis, Equities, Process Improvement, Business Strategy, Leadership, Strategy, Business Development, Management, Investments, Strategic Planning, Accounting, Asset Management, Corporate Finance, Financial Planning
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
St. John's University
Advanced Professional Certification, Accounting
UBS Wealth Management Americas August 2013 - Present
ING US October 2011 - June 2013
Wells Fargo Advisors March 2004 - October 2011
Merrill Lynch 1998 - 2002
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Securities, Mergers & Acquisitions, Mutual Funds, Wealth Management, Capital Markets, Financial Services, Finance, Risk Management, Fixed Income, Analysis, Equities, Process Improvement, Business Strategy, Leadership, Strategy, Business Development, Management, Investments, Strategic Planning, Accounting, Asset Management, Corporate Finance, Financial Planning
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
St. John's University
Advanced Professional Certification, Accounting
Scott Bieber's Wells Fargo Advisors Experience March 2015 - Present
Job Lead Call Center Planning Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Comcast September 2012 - February 2015
Charter Communications July 2008 - September 2012
Macy's Midwest February 2006 - May 2008
Famous Barr August 2002 - February 2006
Skills
Operations Management, Customer Service, Retail, Inventory Control, Cross-functional Team..., Call Center, Process Improvement, Customer Experience, Trend Analysis, Vendor Management, CPFR, Merchandising, Team Building, Project Management, Forecasting, Inventory Management, Project Planning, Call Centers, Business Intelligence, Customer Satisfaction, Telecommunications
Education
Fontbonne University 2002 — 2004
Bachelor's, Business Administration
Southwestern Illinois College 1998 — 2000
Associate of Applied Science, Data Processing / Business
Columbia, IL High School
Columbia, IL High School
Wells Fargo Advisors March 2015 - Present
Comcast September 2012 - February 2015
Charter Communications July 2008 - September 2012
Macy's Midwest February 2006 - May 2008
Famous Barr August 2002 - February 2006
Skills
Operations Management, Customer Service, Retail, Inventory Control, Cross-functional Team..., Call Center, Process Improvement, Customer Experience, Trend Analysis, Vendor Management, CPFR, Merchandising, Team Building, Project Management, Forecasting, Inventory Management, Project Planning, Call Centers, Business Intelligence, Customer Satisfaction, Telecommunications
Education
Fontbonne University 2002 — 2004
Bachelor's, Business Administration
Southwestern Illinois College 1998 — 2000
Associate of Applied Science, Data Processing / Business
Columbia, IL High School
Columbia, IL High School
Kim Hicks, PMP's Wells Fargo Advisors Experience September 2013 - December 2014
Job Infrastructure Release Manager at Bank of America
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2013 - December 2014
Bank of America February 2012 - August 2013
Bank of America January 2011 - September 2011
Wells Fargo April 2010 - October 2010
IBM for Williams Energy Account September 2008 - April 2010
IBM - Belk Store Services April 2008 - September 2008
Maersk Companies December 2004 - March 2008
Maersk Data February 2000 - December 2004
Sealand Services, Inc September 1998 - February 2000
Skills
IT Management, Enterprise Architecture, Management, Software Documentation, Change Management, Cloud Computing, Project Management, Servers, Troubleshooting, Strategy, Network Security, Process Improvement, Integration, Vendor Management
Education
Gardner-Webb University 1978 — 1983
BS, Management
Wells Fargo Advisors September 2013 - December 2014
Bank of America February 2012 - August 2013
Bank of America January 2011 - September 2011
Wells Fargo April 2010 - October 2010
IBM for Williams Energy Account September 2008 - April 2010
IBM - Belk Store Services April 2008 - September 2008
Maersk Companies December 2004 - March 2008
Maersk Data February 2000 - December 2004
Sealand Services, Inc September 1998 - February 2000
Skills
IT Management, Enterprise Architecture, Management, Software Documentation, Change Management, Cloud Computing, Project Management, Servers, Troubleshooting, Strategy, Network Security, Process Improvement, Integration, Vendor Management
Education
Gardner-Webb University 1978 — 1983
BS, Management
Michelle (Michelle Lamb) Jones's Wells Fargo Advisors Experience January 2011 - Present
Job Regional Support Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Wachovia Bank November 2010 - Present
Education
Gardner-Webb University 1988 — 2000
Wells Fargo Advisors January 2011 - Present
Wachovia Bank November 2010 - Present
Education
Gardner-Webb University 1988 — 2000
Luciano Moschetta's Wells Fargo Advisors Experience February 2005 - Present
Job Senior Vice President & Deputy Director of Compliance at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2005 - Present
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Quick & Reilly 1995 - 2000
Charles Schwab 1994 - 1995
Quick & Reilly 1988 - 1994
Gabelli Asset Management 1987 - 1988
US Securities and Exchange Commission 1983 - 1987
Skills
Securities, Mutual Funds, AML, Trading, Compliance, Fraud, Options, Alternative Investments, Financial Services, KYC, Capital Markets, Fixed Income, Series 24, Series 7, FINRA, Finance, Internal Audit, USA PATRIOT Act, Series 63, Auditing, Risk Management, Equities
Education
Fordham Gabelli School of Business 1981 — 1983
MBA, Finance
Fordham University 1977 — 1981
BS, Marketing/Management
Wells Fargo Advisors February 2005 - Present
Merrill Lynch 2003 - 2005
Merrill Lynch 2001 - 2003
Merrill Lynch 2000 - 2001
Quick & Reilly 1995 - 2000
Charles Schwab 1994 - 1995
Quick & Reilly 1988 - 1994
Gabelli Asset Management 1987 - 1988
US Securities and Exchange Commission 1983 - 1987
Skills
Securities, Mutual Funds, AML, Trading, Compliance, Fraud, Options, Alternative Investments, Financial Services, KYC, Capital Markets, Fixed Income, Series 24, Series 7, FINRA, Finance, Internal Audit, USA PATRIOT Act, Series 63, Auditing, Risk Management, Equities
Education
Fordham Gabelli School of Business 1981 — 1983
MBA, Finance
Fordham University 1977 — 1981
BS, Marketing/Management
Tim Volce's Wells Fargo Advisors Experience September 2009 - July 2011
Job Suitability Analyst
Industry Financial Services
Experience
MetLife September 2012 - Present
MetLife August 2011 - September 2012
Wells Fargo Advisors September 2009 - July 2011
American Lung Association of Florida November 2004 - September 2006
United Cerebral Palsy September 2001 - November 2004
Education
Florida State University - College of Business 1992 — 1997
BS, Marketing Major Communications Minor
MetLife September 2012 - Present
MetLife August 2011 - September 2012
Wells Fargo Advisors September 2009 - July 2011
American Lung Association of Florida November 2004 - September 2006
United Cerebral Palsy September 2001 - November 2004
Education
Florida State University - College of Business 1992 — 1997
BS, Marketing Major Communications Minor
Diogenes Balsam's Wells Fargo Advisors Experience August 2008 - March 2012
Job Sr. Business Analyst at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2013 - Present
Wells Fargo Advisors August 2008 - March 2012
IPREO (formerly i-Deal LLC) June 2007 - August 2008
i-Deal LLC January 2006 - June 2007
i-Deal LLC December 2004 - December 2005
Fordham University December 2001 - May 2004
KFC 1997 - 2000
Skills
Requirements Analysis, Project Management, Business Analysis, Management, SharePoint, SQL, Integration, XML, Financial Services, Troubleshooting, User Acceptance Testing
Education
Fordham University 1999 — 2004
Bachelor of Arts, History
Fordham University 1999 — 2004
Bachelor's degree, History
Eaton Vance March 2013 - Present
Wells Fargo Advisors August 2008 - March 2012
IPREO (formerly i-Deal LLC) June 2007 - August 2008
i-Deal LLC January 2006 - June 2007
i-Deal LLC December 2004 - December 2005
Fordham University December 2001 - May 2004
KFC 1997 - 2000
Skills
Requirements Analysis, Project Management, Business Analysis, Management, SharePoint, SQL, Integration, XML, Financial Services, Troubleshooting, User Acceptance Testing
Education
Fordham University 1999 — 2004
Bachelor of Arts, History
Fordham University 1999 — 2004
Bachelor's degree, History
Roberta Oldenborg's Wells Fargo Advisors Experience November 2002 - Present
Job Associate Manager at Wachovia Securities, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2002 - Present
Cazenove Incorporated July 1988 - November 2002
Education
Fordham University 1984 — 1988
B.S., Psychology
Wells Fargo Advisors November 2002 - Present
Cazenove Incorporated July 1988 - November 2002
Education
Fordham University 1984 — 1988
B.S., Psychology
Travis Wilson's Wells Fargo Advisors Experience November 2011 - Present
Job Regional Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors, LLC January 2009 - November 2011
Wachovia Securities, LLC March 2006 - November 2011
Nationwide Financial 1996 - 2006
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments
Education
The University of Dallas 2011 — 2012
Masters of Theology
Franklin University 1994 — 1996
Business, Management, Marketing, and Related Support Services
Miami University 1990 — 1994
Marketing/Marketing Management, General
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors, LLC January 2009 - November 2011
Wachovia Securities, LLC March 2006 - November 2011
Nationwide Financial 1996 - 2006
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments
Education
The University of Dallas 2011 — 2012
Masters of Theology
Franklin University 1994 — 1996
Business, Management, Marketing, and Related Support Services
Miami University 1990 — 1994
Marketing/Marketing Management, General
Tracy Calder's Wells Fargo Advisors Experience March 2012 - July 2013
Job Chief Compliance Officer at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J. P. Morgan Securities LLC May 2015 - Present
JPMorgan Chase August 2013 - Present
Wells Fargo Advisors March 2012 - July 2013
UBS Wealth Management Americas 2010 - 2011
UBS Wealth Management 1994 - 2011
UBS Wealth Management Americas 2006 - 2010
UBS Wealth Management Americas 1999 - 2007
UBS Wealth Management Americas 2002 - 2006
UBS Wealth Management Americas 1994 - 2002
Seward & Kissel LLP 1986 - 1994
Education
Fordham University
Bachelor of Arts, Political Science
University of North Carolina School of Law
JD, Law
J. P. Morgan Securities LLC May 2015 - Present
JPMorgan Chase August 2013 - Present
Wells Fargo Advisors March 2012 - July 2013
UBS Wealth Management Americas 2010 - 2011
UBS Wealth Management 1994 - 2011
UBS Wealth Management Americas 2006 - 2010
UBS Wealth Management Americas 1999 - 2007
UBS Wealth Management Americas 2002 - 2006
UBS Wealth Management Americas 1994 - 2002
Seward & Kissel LLP 1986 - 1994
Education
Fordham University
Bachelor of Arts, Political Science
University of North Carolina School of Law
JD, Law
Scott Shippey's Wells Fargo Advisors Experience April 2010 - November 2011
Job Staff Accountant at Emerson
Industry Accounting
Experience
Emerson November 2011 - Present
Wells Fargo Advisors April 2010 - November 2011
Wells Fargo Advisors August 2008 - April 2010
A.G. Edwards and Sons September 2007 - August 2008
Skills
Accounting, Excel, Accounts Receivable, Administration, Accounts paya, Budget Tracking, Financial Forecasting, Forecast Modeling, Business Process..., Access, Financial Modeling, Reconciliation
Education
Fontbonne University 2008 — 2009
Masters, Accounting
University of Missouri St. Louis 1995 — 2000
Bachelor of Arts, Mathematics
Emerson November 2011 - Present
Wells Fargo Advisors April 2010 - November 2011
Wells Fargo Advisors August 2008 - April 2010
A.G. Edwards and Sons September 2007 - August 2008
Skills
Accounting, Excel, Accounts Receivable, Administration, Accounts paya, Budget Tracking, Financial Forecasting, Forecast Modeling, Business Process..., Access, Financial Modeling, Reconciliation
Education
Fontbonne University 2008 — 2009
Masters, Accounting
University of Missouri St. Louis 1995 — 2000
Bachelor of Arts, Mathematics
Leslie Williamson CFP®, CRC®, MBA's Wells Fargo Advisors Experience September 2011 - March 2013
Job Sr. Product Consultant at MetLife
Industry Financial Services
Experience
MetLife February 2015 - Present
Wells Fargo March 2013 - February 2015
Wells Fargo Advisors, September 2011 - March 2013
Fifth Third Securities May 2009 - September 2011
FR Owen & Associates May 2007 - May 2009
Edward Jones September 2005 - April 2007
Skills
Investments, Series 7, Retirement, Retirement Planning, Series 63, Life Insurance, Wealth Management, Finance, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Uniform Combined State..., Financial Analysis, Estate Planning, Financial Services, Series 66, Certified Retirement...
Education
Gardner-Webb University 2004 — 2006
Master of Business Administration
University of North Carolina at Charlotte 2001 — 2004
B.S.B.A, Marketing
MetLife February 2015 - Present
Wells Fargo March 2013 - February 2015
Wells Fargo Advisors, September 2011 - March 2013
Fifth Third Securities May 2009 - September 2011
FR Owen & Associates May 2007 - May 2009
Edward Jones September 2005 - April 2007
Skills
Investments, Series 7, Retirement, Retirement Planning, Series 63, Life Insurance, Wealth Management, Finance, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Uniform Combined State..., Financial Analysis, Estate Planning, Financial Services, Series 66, Certified Retirement...
Education
Gardner-Webb University 2004 — 2006
Master of Business Administration
University of North Carolina at Charlotte 2001 — 2004
B.S.B.A, Marketing
Christopher Rhyne, CIMA®'s Wells Fargo Advisors Experience June 2010 - June 2011
Job Senior Market Manager at Reinhart Partners, Inc
Industry Financial Services
Experience
Reinhart Partners, Inc February 2013 - Present
Campbell and Company July 2011 - February 2013
Wells Fargo Advisors June 2010 - June 2011
Northwestern Mutual May 2009 - 2010
Skills
Investments, Series 7, Strategic Financial..., Retirement Planning, Financial Analysis
Education
Furman University 2006 — 2010
Business
Reinhart Partners, Inc February 2013 - Present
Campbell and Company July 2011 - February 2013
Wells Fargo Advisors June 2010 - June 2011
Northwestern Mutual May 2009 - 2010
Skills
Investments, Series 7, Strategic Financial..., Retirement Planning, Financial Analysis
Education
Furman University 2006 — 2010
Business
Karen Phillips Brakebill's Wells Fargo Advisors Experience May 1999 - Present
Job Senior Attorney at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 1999 - Present
Prudential Securities November 1997 - May 1999
American Funds November 1994 - June 1997
Education
George Mason University School of Law 1983 — 1988
Juris Doctor, Law
University of North Texas 1978 — 1979
BA, Journalism
Texas Tech University 1975 — 1978
Journalism
Wells Fargo Advisors May 1999 - Present
Prudential Securities November 1997 - May 1999
American Funds November 1994 - June 1997
Education
George Mason University School of Law 1983 — 1988
Juris Doctor, Law
University of North Texas 1978 — 1979
BA, Journalism
Texas Tech University 1975 — 1978
Journalism
Craig Dowd's Wells Fargo Advisors Experience December 2008 - August 2009
Job Associate at MUFG Union Bank
Industry Commercial Real Estate
Experience
MUFG Union Bank October 2014 - Present
Intervest National Bank August 2012 - October 2014
Intervest National Bank October 2010 - August 2012
Wells Fargo Advisors December 2008 - August 2009
Skills
Underwriting, Loans, Client Relationship..., Excel, Word, Risk Analysis, Time Management, Teamwork, Real Estate, Credit Analysis, Credit, Analysis, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Commercial Mortgages, Commercial Lending, Credit Risk, Finance, CRM, Microsoft Excel, Microsoft Word, PowerPoint, Management, Commercial Real Estate
Education
Georgetown University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
MUFG Union Bank October 2014 - Present
Intervest National Bank August 2012 - October 2014
Intervest National Bank October 2010 - August 2012
Wells Fargo Advisors December 2008 - August 2009
Skills
Underwriting, Loans, Client Relationship..., Excel, Word, Risk Analysis, Time Management, Teamwork, Real Estate, Credit Analysis, Credit, Analysis, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Commercial Mortgages, Commercial Lending, Credit Risk, Finance, CRM, Microsoft Excel, Microsoft Word, PowerPoint, Management, Commercial Real Estate
Education
Georgetown University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Polly Patzius MBA, MSA's Wells Fargo Advisors Experience September 2014 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors September 2014 - Present
Equifax Workforce Solutions July 2012 - August 2014
Novus International, Inc. March 2012 - July 2012
Intercon Chemical May 2011 - November 2011
United Industries February 2008 - September 2009
Silgan Plastics November 2004 - February 2008
Our 365 Inc. August 1997 - November 2004
Skills
Financial Analysis, SAP, Budgets, Finance, Accounting, Analysis, Leadership, Account Reconciliation, Accounts Receivable, Pricing, General Ledger, Variance Analysis, Customer Service, Sales Operations, Business Process, Management, Auditing
Education
University of Phoenix 2008 — 2010
Masters of Accountancy (MSA), Accounting
Fontbonne University 2002 — 2004
Master of Business Administration (MBA)
Lindenwood University 1998 — 2001
Bachelor of Arts Business Administration, Business
Fort Zumwalt North
School name:
Wells Fargo Advisors September 2014 - Present
Equifax Workforce Solutions July 2012 - August 2014
Novus International, Inc. March 2012 - July 2012
Intercon Chemical May 2011 - November 2011
United Industries February 2008 - September 2009
Silgan Plastics November 2004 - February 2008
Our 365 Inc. August 1997 - November 2004
Skills
Financial Analysis, SAP, Budgets, Finance, Accounting, Analysis, Leadership, Account Reconciliation, Accounts Receivable, Pricing, General Ledger, Variance Analysis, Customer Service, Sales Operations, Business Process, Management, Auditing
Education
University of Phoenix 2008 — 2010
Masters of Accountancy (MSA), Accounting
Fontbonne University 2002 — 2004
Master of Business Administration (MBA)
Lindenwood University 1998 — 2001
Bachelor of Arts Business Administration, Business
Fort Zumwalt North
School name:
Melissa Leisse's Wells Fargo Advisors Experience January 2012 - Present
Job VP Digital Programs Manager
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
SSM Health Care January 1997 - January 2012
Skills
Change Management, Visio, Performance Improvement, Healthcare, Project Management, Software Documentation, Vendor Management, Six Sigma, Risk Management, Data Analysis, Insurance, Program Management, Strategic Planning, Requirements Gathering, HIPAA, Business Process..., Training
Education
Fontbonne University 2009 — 2011
MBA, Business
Saint Louis University 1993 — 1996
BSN, Nursing
Wells Fargo Advisors January 2012 - Present
SSM Health Care January 1997 - January 2012
Skills
Change Management, Visio, Performance Improvement, Healthcare, Project Management, Software Documentation, Vendor Management, Six Sigma, Risk Management, Data Analysis, Insurance, Program Management, Strategic Planning, Requirements Gathering, HIPAA, Business Process..., Training
Education
Fontbonne University 2009 — 2011
MBA, Business
Saint Louis University 1993 — 1996
BSN, Nursing
Kevin Steffen's Wells Fargo Advisors Experience March 2014 - Present
Job Vice President Investments at The Scanlan Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Skills
Financial Advisory, Investment Planning and..., Retirement Planning, 401k Rollovers
Education
Franciscan University of Steubenville 1991 — 1995
Wells Fargo Advisors March 2014 - Present
Skills
Financial Advisory, Investment Planning and..., Retirement Planning, 401k Rollovers
Education
Franciscan University of Steubenville 1991 — 1995
Misty Perrone's Wells Fargo Advisors Experience January 2011 - Present
Job Real Estate Agent at EXIT Elite RealtyWI
Industry Banking
Experience
EXIT Elite Realty-WI September 2015 - Present
Wells Fargo Advisors January 2011 - Present
Southwest Bank a M&I Bank 2007 - September 2010
First Bank 2005 - 2007
Skills
Banking, Commercial Banking, Retail Banking, Portfolio Management, Consumer Lending, Training, Financial Services, Cross Selling, Small Business, Mortgage Banking, Loan Origination, Cash Management, Payments, Coaching, Risk Management, Financial Advisory, Banking Relationships, Bank Secrecy Act, Financial Institutions, ACH, Financial Risk, Investment Banking, Retirement Savings, Investment Strategies, Management, Underwriting
Education
Fontbonne University 2003 — 2006
Bachelor's, Business, Finance
EXIT Elite Realty-WI September 2015 - Present
Wells Fargo Advisors January 2011 - Present
Southwest Bank a M&I Bank 2007 - September 2010
First Bank 2005 - 2007
Skills
Banking, Commercial Banking, Retail Banking, Portfolio Management, Consumer Lending, Training, Financial Services, Cross Selling, Small Business, Mortgage Banking, Loan Origination, Cash Management, Payments, Coaching, Risk Management, Financial Advisory, Banking Relationships, Bank Secrecy Act, Financial Institutions, ACH, Financial Risk, Investment Banking, Retirement Savings, Investment Strategies, Management, Underwriting
Education
Fontbonne University 2003 — 2006
Bachelor's, Business, Finance
Erica Van Buren's Wells Fargo Advisors Experience March 2009 - November 2009
Job Transportation Security Officer at TSA
Industry Government Administration
Experience
TSA October 2011 - Present
Department of Homeland Security October 2011 - Present
Bunzl Distribution August 2011 - September 2011
Abbott Ambulance July 2011 - July 2011
Wells Fargo Advisors March 2009 - November 2009
Wachovia Securities September 2008 - March 2009
Express Scripts May 2008 - September 2008
Federal Record Center June 2005 - April 2008
Enterprise Reservation Center May 2003 - June 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, HTML, Social Media, Teamwork
Education
Fontbonne University 2010 — 2013
Fontbonne University 2010 — 2013
BA, English
TSA October 2011 - Present
Department of Homeland Security October 2011 - Present
Bunzl Distribution August 2011 - September 2011
Abbott Ambulance July 2011 - July 2011
Wells Fargo Advisors March 2009 - November 2009
Wachovia Securities September 2008 - March 2009
Express Scripts May 2008 - September 2008
Federal Record Center June 2005 - April 2008
Enterprise Reservation Center May 2003 - June 2004
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, HTML, Social Media, Teamwork
Education
Fontbonne University 2010 — 2013
Fontbonne University 2010 — 2013
BA, English
Nicholas Rifino's Wells Fargo Advisors Experience January 2010 - May 2010
Job Fixed Income Investment Manager Research Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan July 2012 - Present
JP Morgan June 2011 - August 2011
JP Morgan Chase September 2010 - May 2011
Wells Fargo Advisors January 2010 - May 2010
Education
Fordham University 2009 — 2011
J.P. Morgan July 2012 - Present
JP Morgan June 2011 - August 2011
JP Morgan Chase September 2010 - May 2011
Wells Fargo Advisors January 2010 - May 2010
Education
Fordham University 2009 — 2011
James Stebner's Wells Fargo Advisors Experience February 1996 - Present
Job Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 1996 - Present
Prudential Securities 1996 - 2004
Prudential Securities 1996 - 2004
Prudential Securities 1996 - 2004
Smith Barney May 1990 - September 1995
Skills
Series 24, Interest Rate..., Bonds, Securities, Capital Markets, Fixed Income, Series 63, Bloomberg, Series 7, Portfolio Management, Derivatives, Mutual Funds, Alternative Investments, Investments, Wealth Management, Structured Products, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1997 — 2002
MBA, Finance
St. John's University 1988 — 1990
B.S., Finance
St Chris
St. Agnes HS
Wells Fargo Advisors February 1996 - Present
Prudential Securities 1996 - 2004
Prudential Securities 1996 - 2004
Prudential Securities 1996 - 2004
Smith Barney May 1990 - September 1995
Skills
Series 24, Interest Rate..., Bonds, Securities, Capital Markets, Fixed Income, Series 63, Bloomberg, Series 7, Portfolio Management, Derivatives, Mutual Funds, Alternative Investments, Investments, Wealth Management, Structured Products, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1997 — 2002
MBA, Finance
St. John's University 1988 — 1990
B.S., Finance
St Chris
St. Agnes HS
Alexander Slavtchev's Wells Fargo Advisors Experience September 2010 - May 2011
Job Associate at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group March 2014 - Present
Barclays Investment Bank March 2012 - March 2014
Wells Fargo Advisors September 2010 - May 2011
International Community at Fordham (ICF) April 2009 - May 2011
Fordham University January 2009 - May 2011
GE Capital May 2010 - August 2010
Fordham University January 2008 - August 2010
Fordham University May 2009 - August 2009
Skills
Financial Modeling, High Yield, Fixed Income, Relationship Management, Bank Debt, Sales
Education
New York University 2011 — 2012
Advanced Certificate in Portfolio Management with concentration in Fixed Income, Finance, 3.91
Fordham University 2007 — 2011
Bachelors of Science, Economics and Psychology; Business Administration Minor, 3.53
Greenwich High School
Crescent Capital Group March 2014 - Present
Barclays Investment Bank March 2012 - March 2014
Wells Fargo Advisors September 2010 - May 2011
International Community at Fordham (ICF) April 2009 - May 2011
Fordham University January 2009 - May 2011
GE Capital May 2010 - August 2010
Fordham University January 2008 - August 2010
Fordham University May 2009 - August 2009
Skills
Financial Modeling, High Yield, Fixed Income, Relationship Management, Bank Debt, Sales
Education
New York University 2011 — 2012
Advanced Certificate in Portfolio Management with concentration in Fixed Income, Finance, 3.91
Fordham University 2007 — 2011
Bachelors of Science, Economics and Psychology; Business Administration Minor, 3.53
Greenwich High School
Tamikca Smith's Wells Fargo Advisors Experience May 2014 - Present
Job Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors July 2012 - July 2013
US Bank December 2011 - April 2012
Skills
Commercial Banking, Commercial Lending, Credit, Credit Analysis, Underwriting, Mortgage Lending, Portfolio Management, Credit Risk, Financial Analysis, Banking, Financial Services, Microsoft Office, Team Leadership, Mutual Funds
Education
Fontbonne University 2008 — 2011
Business Administraition
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors July 2012 - July 2013
US Bank December 2011 - April 2012
Skills
Commercial Banking, Commercial Lending, Credit, Credit Analysis, Underwriting, Mortgage Lending, Portfolio Management, Credit Risk, Financial Analysis, Banking, Financial Services, Microsoft Office, Team Leadership, Mutual Funds
Education
Fontbonne University 2008 — 2011
Business Administraition
Natalie Vaughn's Wells Fargo Advisors Experience September 2008 - August 2009
Job Communications Specialist at Ascension Health
Industry Marketing and Advertising
Experience
Ascension Health April 2012 - Present
Azalea Agency May 2006 - Present
Panera Bread February 2011 - August 2011
Wells Fargo Advisors September 2008 - August 2009
Lumiére Place Casino & Hotel March 2008 - September 2008
Skills
Event Marketing, Event Planning, Loyalty Marketing, Advertising, Casting, Print Production, Promotions, Advertising Copy, Copywriting, Press Releases, Marketing, Email Marketing, Social Media Marketing, Marketing Communications, Newsletters, Direct Marketing, Creative Direction, Brand Development, Integrated Marketing
Education
Southern Illinois University, Edwardsville 2009 — 2011
MBA, Marketing
Fontbonne University 2003 — 2007
Degree: Bachelor of Science
American Intercontinental University, London, England 2006 — 2006
Fashion/Trend Forecasting
Ascension Health April 2012 - Present
Azalea Agency May 2006 - Present
Panera Bread February 2011 - August 2011
Wells Fargo Advisors September 2008 - August 2009
Lumiére Place Casino & Hotel March 2008 - September 2008
Skills
Event Marketing, Event Planning, Loyalty Marketing, Advertising, Casting, Print Production, Promotions, Advertising Copy, Copywriting, Press Releases, Marketing, Email Marketing, Social Media Marketing, Marketing Communications, Newsletters, Direct Marketing, Creative Direction, Brand Development, Integrated Marketing
Education
Southern Illinois University, Edwardsville 2009 — 2011
MBA, Marketing
Fontbonne University 2003 — 2007
Degree: Bachelor of Science
American Intercontinental University, London, England 2006 — 2006
Fashion/Trend Forecasting
Myesha Pugh, MBA, SHRM-CP's Wells Fargo Advisors Experience December 2009 - September 2010
Job HR Generalist at EDC
Industry Human Resources
Experience
EDC October 2014 - Present
Office Team/ America Works January 2014 - October 2014
Acme Smoked Fish Corp September 2013 - January 2014
Dawson Resources/ Garden City Group May 2012 - March 2013
Mettler-Toledo International, Inc March 2012 - May 2012
General Employment January 2012 - March 2012
Wells Fargo Advisors December 2009 - September 2010
Sears Holdings Corporation March 2009 - December 2009
Skills
Recruiting, Sourcing, Sales Management, Technical Recruiting, Six Sigma, Marketing Communications, Contract Recruitment, Business Relationship..., Consultancy, Retail Management, Client Relationship..., Full-cycle Recruiting, Employee Relations, Employee Benefits, Workers Compensation, Union Relations
Education
Franklin University 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management and Services
The Ohio State University 2005 — 2008
BA, Strategic Communication
EDC October 2014 - Present
Office Team/ America Works January 2014 - October 2014
Acme Smoked Fish Corp September 2013 - January 2014
Dawson Resources/ Garden City Group May 2012 - March 2013
Mettler-Toledo International, Inc March 2012 - May 2012
General Employment January 2012 - March 2012
Wells Fargo Advisors December 2009 - September 2010
Sears Holdings Corporation March 2009 - December 2009
Skills
Recruiting, Sourcing, Sales Management, Technical Recruiting, Six Sigma, Marketing Communications, Contract Recruitment, Business Relationship..., Consultancy, Retail Management, Client Relationship..., Full-cycle Recruiting, Employee Relations, Employee Benefits, Workers Compensation, Union Relations
Education
Franklin University 2010 — 2012
Master of Business Administration (M.B.A.), Human Resources Management and Services
The Ohio State University 2005 — 2008
BA, Strategic Communication
Shawn Siglinger's Wells Fargo Advisors Experience December 2003 - Present
Job Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2003 - Present
Skills
Bloomberg, Fixed Income Trading, FX trading, Series 24, Series 7, Series 63, Series 65
Education
George Mason University
BS, Economics
Wells Fargo Advisors December 2003 - Present
Skills
Bloomberg, Fixed Income Trading, FX trading, Series 24, Series 7, Series 63, Series 65
Education
George Mason University
BS, Economics
Henry A. Greenberg's Wells Fargo Advisors Experience 1995 - 2009
Job Financial Advisor with over 28 years of experience
Industry Financial Services
Experience
North Pointe Wealth Management 2009 - Present
Wells Fargo Advisors 1995 - 2009
Paine Webber 1985 - 1995
Skills
Asset Management, Retirement Planning, Education Planning, Investment Strategies, Financial Planning, Strategic Financial..., Social Media, Wealth Management, Small Business, Series 7, Strategic Planning, Fixed Annuities, Microsoft Excel, Financial Planners, Investments, Asset Allocation, Negotiation, Sales Management, 401k, Risk Management, Public Speaking, Sales, Mutual Funds, Marketing, Retirement
Education
Franklin Pierce College 1970 — 1974
Bachelor of Arts (B.A.), Psychology (major), Business (minor)
Worcester Academy 1965 — 1970
North Pointe Wealth Management 2009 - Present
Wells Fargo Advisors 1995 - 2009
Paine Webber 1985 - 1995
Skills
Asset Management, Retirement Planning, Education Planning, Investment Strategies, Financial Planning, Strategic Financial..., Social Media, Wealth Management, Small Business, Series 7, Strategic Planning, Fixed Annuities, Microsoft Excel, Financial Planners, Investments, Asset Allocation, Negotiation, Sales Management, 401k, Risk Management, Public Speaking, Sales, Mutual Funds, Marketing, Retirement
Education
Franklin Pierce College 1970 — 1974
Bachelor of Arts (B.A.), Psychology (major), Business (minor)
Worcester Academy 1965 — 1970
Margaret Scuderi's Wells Fargo Advisors Experience Business AnalystWells Fargo AdvisorsMay 2012 - Present
Job Business Analyst at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors Business AnalystWells Fargo AdvisorsMay 2012 - Present
Societe Generale 2008 - 2011
Societe Generale 2000 - 2008
Societe Generale 1995 - 2000
Societe Generale 1992 - 1995
Societe Generale 1991 - 1992
Skills
Loan IQ, Business Requirements, User Acceptance Testing, Loans, Documentation, Excel, PowerPoint, Microsoft Word, Microsoft Excel, Credit, Portfolio Management, Software Documentation, Finance, Business Analysis
Education
Fordham University
Mount St. Ursula High School
Wells Fargo Advisors Business AnalystWells Fargo AdvisorsMay 2012 - Present
Societe Generale 2008 - 2011
Societe Generale 2000 - 2008
Societe Generale 1995 - 2000
Societe Generale 1992 - 1995
Societe Generale 1991 - 1992
Skills
Loan IQ, Business Requirements, User Acceptance Testing, Loans, Documentation, Excel, PowerPoint, Microsoft Word, Microsoft Excel, Credit, Portfolio Management, Software Documentation, Finance, Business Analysis
Education
Fordham University
Mount St. Ursula High School
vicki Jerden's Wells Fargo Advisors Experience 2012 - December 2012
Job Receptionist at LSS at Breeze Park
Industry Retail
Experience
LSS at Breeze Park January 2015 - Present
Wells Fargo Advisors 2012 - December 2012
schnucks 2011 - 2012
Dismas 2009 - 2011
Reed Rubber / Zone Reed 2000 - 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Teamwork, Telephone Skills, Facebook, Public Speaking, Team Leadership, Access, Windows, Management, Creative Writing, Customer Satisfaction
Education
Fontbonne University 1995 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fontbonne University 1995 — 1999
BBA, Business Administration and Management, General
LSS at Breeze Park January 2015 - Present
Wells Fargo Advisors 2012 - December 2012
schnucks 2011 - 2012
Dismas 2009 - 2011
Reed Rubber / Zone Reed 2000 - 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Teamwork, Telephone Skills, Facebook, Public Speaking, Team Leadership, Access, Windows, Management, Creative Writing, Customer Satisfaction
Education
Fontbonne University 1995 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fontbonne University 1995 — 1999
BBA, Business Administration and Management, General
Jeff Callan's Wells Fargo Advisors Experience 2008 - 2011
Job Under Development
Industry Financial Services
Experience
Honda of Dulles May 2012 - Present
Wells Fargo Advisors 2008 - 2011
SAIC October 1997 - July 2008
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Investments, Business Analysis
Education
George Mason University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Yorktown High School
H.S. DIploma, History
Honda of Dulles May 2012 - Present
Wells Fargo Advisors 2008 - 2011
SAIC October 1997 - July 2008
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Investments, Business Analysis
Education
George Mason University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Yorktown High School
H.S. DIploma, History
Madhu Rangarajan's Wells Fargo Advisors Experience August 2011 - April 2012
Job Sr Consultant at CGI
Industry Financial Services
Experience
CGI April 2012 - Present
Wells Fargo Advisors August 2011 - April 2012
Rackspace Hosting September 2010 - July 2011
Vigna Solutions Inc. June 2008 - August 2010
LCC International June 2005 - June 2008
Goldstone Technologies December 2004 - June 2005
Skills
Project Management, Business Analysis, Data Analysis, Telecommunications, Process Modeling, Project Delivery, Cloud Computing, Prototype, Test Management, Agile Project Management, Impact Assessment, Functional analysis and..., Scrum methodology, Requirements Gathering, Scrum, Requirements Analysis, Software Project...
Education
George Mason University 2002 — 2004
Master's degree, Telecommunications
University of Madras 1997 — 2001
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
CGI April 2012 - Present
Wells Fargo Advisors August 2011 - April 2012
Rackspace Hosting September 2010 - July 2011
Vigna Solutions Inc. June 2008 - August 2010
LCC International June 2005 - June 2008
Goldstone Technologies December 2004 - June 2005
Skills
Project Management, Business Analysis, Data Analysis, Telecommunications, Process Modeling, Project Delivery, Cloud Computing, Prototype, Test Management, Agile Project Management, Impact Assessment, Functional analysis and..., Scrum methodology, Requirements Gathering, Scrum, Requirements Analysis, Software Project...
Education
George Mason University 2002 — 2004
Master's degree, Telecommunications
University of Madras 1997 — 2001
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Lauren Diamond's Wells Fargo Advisors Experience May 2000 - May 2012
Job R.N. at MIlford Regional Medical Center
Industry Hospital & Health Care
Experience
Milford Regional Medical Center R.N.MetroWest Medical CenterApril 2013 - Present
Wayland Nursing and Rehab Center May 2012 - April 2013
Wells Fargo Advisors May 2000 - May 2012
Skills
Nursing, Hospitals, BLS, Healthcare, ACLS, Critical Care, Inpatient, Healthcare Management, Patient Safety, Acute Care, EMR, Medical/Surgical, Clinical Research, ICU, Pediatrics, PALS, Home Care, Cpr Certified, Healthcare Information..., Patient Education, Elder Care, Medical-Surgical, HIPAA
Education
Framingham State College 2012 — 2014
Bachelor's Degree, Nursing
Massachusetts Bay Community College 2009 — 2012
Associate's degree, Registered Nursing/Registered Nurse
Westfield State College 1994 — 1998
Bachelor's degree, Social Sciences
Milford Regional Medical Center R.N.MetroWest Medical CenterApril 2013 - Present
Wayland Nursing and Rehab Center May 2012 - April 2013
Wells Fargo Advisors May 2000 - May 2012
Skills
Nursing, Hospitals, BLS, Healthcare, ACLS, Critical Care, Inpatient, Healthcare Management, Patient Safety, Acute Care, EMR, Medical/Surgical, Clinical Research, ICU, Pediatrics, PALS, Home Care, Cpr Certified, Healthcare Information..., Patient Education, Elder Care, Medical-Surgical, HIPAA
Education
Framingham State College 2012 — 2014
Bachelor's Degree, Nursing
Massachusetts Bay Community College 2009 — 2012
Associate's degree, Registered Nursing/Registered Nurse
Westfield State College 1994 — 1998
Bachelor's degree, Social Sciences
Jennifer Kubasiewicz's Wells Fargo Advisors Experience June 2006 - Present
Job Assistant Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2006 - Present
UBS September 1997 - June 2006
Shearson Lehman Bros. 1992 - 1996
Skills
Financial Analysis, Valuation, Financial Modeling, Investments, Alternative Investments, Asset Allocation, Securities, Investment Strategies, Mutual Funds
Education
George Mason University
Bachelor of Science (BS), Economics
Wells Fargo Advisors June 2006 - Present
UBS September 1997 - June 2006
Shearson Lehman Bros. 1992 - 1996
Skills
Financial Analysis, Valuation, Financial Modeling, Investments, Alternative Investments, Asset Allocation, Securities, Investment Strategies, Mutual Funds
Education
George Mason University
Bachelor of Science (BS), Economics
Dominique Owens's Wells Fargo Advisors Experience September 2007 - June 2008
Job Senior Manager, Strategic Solutions at inHealth, A Division of HealthGrades
Industry Internet
Experience
Healthgrades October 2011 - Present
Healthgrades October 2009 - October 2011
MediMedia USA June 2008 - October 2009
Wells Fargo Advisors September 2007 - June 2008
Universal Music Group May 2006 - September 2007
Skills
Strategic Planning, Negotiation, Digital Strategy, Pharmaceutical Industry, New Business Development, Team Leadership, Analytics, Digital Marketing, Start-ups, Interactive Marketing, Content Strategy, Strategic Partnerships, comScore, Omniture, Salesforce.com, MS Excel Pivot Tables, Market Research, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Strategy, Digital Media
Education
Fordham University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance, Business New Media
Healthgrades October 2011 - Present
Healthgrades October 2009 - October 2011
MediMedia USA June 2008 - October 2009
Wells Fargo Advisors September 2007 - June 2008
Universal Music Group May 2006 - September 2007
Skills
Strategic Planning, Negotiation, Digital Strategy, Pharmaceutical Industry, New Business Development, Team Leadership, Analytics, Digital Marketing, Start-ups, Interactive Marketing, Content Strategy, Strategic Partnerships, comScore, Omniture, Salesforce.com, MS Excel Pivot Tables, Market Research, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Strategy, Digital Media
Education
Fordham University 2004 — 2008
Bachelor of Business Administration (BBA), Accounting and Finance, Business New Media
CARL BUHR's Wells Fargo Advisors Experience January 2013 - Present
Job Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Morgan Stanley May 1995 - January 2013
U S Trust Company of NY September 1968 - May 1987
Skills
Investments, IRAs, Retirement Planning, Mutual Funds, Asset Allocation, Securities
Education
Georgetown University 1959 — 1963
A. B. College of Arts & Sciences, Economics
Wells Fargo Advisors January 2013 - Present
Morgan Stanley May 1995 - January 2013
U S Trust Company of NY September 1968 - May 1987
Skills
Investments, IRAs, Retirement Planning, Mutual Funds, Asset Allocation, Securities
Education
Georgetown University 1959 — 1963
A. B. College of Arts & Sciences, Economics
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America