Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Employee
Years
Job
Industry
Jerry (JD) Parker Jerry (JD) Parker's Wells Fargo Advisors Experience June 2014 - August 2014
Job Audit Intern at Deloitte
Industry Accounting
Experience
Deloitte January 2015 - March 2015
Wells Fargo Advisors June 2014 - August 2014
Pier 1 Imports May 2013 - August 2013
Oklahoma State University 2011 - 2013
Federated Insurance May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Budgets, Account Reconciliation, Accounting, Social Media, Teamwork, Time Management, Investments, Public Speaking, Leadership, Finance, Marketing, Interpersonal Skills, Communication, Team Leadership
Education
Oklahoma State University 2015 — 2016
Master of Science (M.S.), Accounting
Oklahoma State University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2012 — 2012
Deloitte January 2015 - March 2015
Wells Fargo Advisors June 2014 - August 2014
Pier 1 Imports May 2013 - August 2013
Oklahoma State University 2011 - 2013
Federated Insurance May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Budgets, Account Reconciliation, Accounting, Social Media, Teamwork, Time Management, Investments, Public Speaking, Leadership, Finance, Marketing, Interpersonal Skills, Communication, Team Leadership
Education
Oklahoma State University 2015 — 2016
Master of Science (M.S.), Accounting
Oklahoma State University 2011 — 2015
Bachelor of Science (B.S.), Accounting
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2012 — 2012
Erich Vargaz Erich Vargaz's Wells Fargo Advisors Experience February 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Groupon May 2011 - February 2014
Lighthouse Insurance Group July 2009 - May 2011
Skills
Social Media Marketing, Account Management, Sales, Marketing Strategy, Social Networking, Small Business, 401k Rollovers, Financial Advisory, Investment Planning, Retirement Planning, Strategic Planning, Online Marketing, Cold Calling, Online Advertising, Advertising, New Business Development, Customer Service, Email Marketing, Selling, E-commerce, Direct Sales, Strategic Partnerships, Lead Generation, Marketing Communications, Digital Marketing, Marketing, Customer Retention, Sales Management, Investments
Education
Grand Valley State University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing, Finance
Western Michigan University 2004 — 2005
Business Administration, Management and Operations
Wells Fargo Advisors February 2014 - Present
Groupon May 2011 - February 2014
Lighthouse Insurance Group July 2009 - May 2011
Skills
Social Media Marketing, Account Management, Sales, Marketing Strategy, Social Networking, Small Business, 401k Rollovers, Financial Advisory, Investment Planning, Retirement Planning, Strategic Planning, Online Marketing, Cold Calling, Online Advertising, Advertising, New Business Development, Customer Service, Email Marketing, Selling, E-commerce, Direct Sales, Strategic Partnerships, Lead Generation, Marketing Communications, Digital Marketing, Marketing, Customer Retention, Sales Management, Investments
Education
Grand Valley State University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Marketing, Finance
Western Michigan University 2004 — 2005
Business Administration, Management and Operations
Richard Keiser Richard Keiser's Wells Fargo Advisors Experience August 2014 - Present
Job Client Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors August 2014 - Present
Livingston International 2013 - 2014
Wells Fargo 2012 - 2013
Northern Michigan University 2010 - 2011
Skills
Retail Banking, Banking, Consumer Lending, Credit Analysis, Financial Analysis, Loan Origination, Commercial Lending, Small Business Lending, Loans, Commercial Banking
Education
Northern Michigan University 2010 — 2011
Bachelor of Science (B.S.), Economics
Grand Rapids Community College 2007 — 2010
Economics
Wells Fargo Advisors August 2014 - Present
Livingston International 2013 - 2014
Wells Fargo 2012 - 2013
Northern Michigan University 2010 - 2011
Skills
Retail Banking, Banking, Consumer Lending, Credit Analysis, Financial Analysis, Loan Origination, Commercial Lending, Small Business Lending, Loans, Commercial Banking
Education
Northern Michigan University 2010 — 2011
Bachelor of Science (B.S.), Economics
Grand Rapids Community College 2007 — 2010
Economics
Sequana Brown's Wells Fargo Advisors Experience November 2012 - April 2013
Job Expense Compliance Analyst at Compass Group North America
Industry Financial Services
Experience
Compass Group North America October 2013 - Present
Wells Fargo Advisors November 2012 - April 2013
Hill Partners, Inc. 2012 - 2012
Mattel May 2010 - August 2010
Mattel June 2009 - September 2009
Skills
Real Estate, Negotiation, Marketing, Selling, Sales, Investment Properties, Market Analysis, Marketing Strategy, Contract Negotiation, Market Research, Customer Service, Short Sales, Sellers, Management, Team player, Dependable Team Player, Goal-oriented..., Diligent, Flexible to Change, Teamwork
Education
Hampton University 2007 — 2011
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Compass Group North America October 2013 - Present
Wells Fargo Advisors November 2012 - April 2013
Hill Partners, Inc. 2012 - 2012
Mattel May 2010 - August 2010
Mattel June 2009 - September 2009
Skills
Real Estate, Negotiation, Marketing, Selling, Sales, Investment Properties, Market Analysis, Marketing Strategy, Contract Negotiation, Market Research, Customer Service, Short Sales, Sellers, Management, Team player, Dependable Team Player, Goal-oriented..., Diligent, Flexible to Change, Teamwork
Education
Hampton University 2007 — 2011
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Jason Payne Jason Payne's Wells Fargo Advisors Experience October 2013 - January 2015
Job Director of Strategic Development at Peach State Pride, Co Founder/Co Owner Classic Georgia
Industry Apparel & Fashion
Experience
Peach State Pride January 2015 - Present
ClassicGeorgia March 2012 - Present
Wells Fargo Advisors October 2013 - January 2015
Capstone Financial, LLC March 2013 - October 2013
UGA Tee Off Club December 2010 - March 2013
University of Georgia August 2007 - December 2010
Mercer University August 2003 - August 2007
Skills
Nonprofits, Fundraising, Event Planning, Higher Education, Sports, Public Speaking, Sports Marketing, Event Management, Social Media, Volunteer Management, Public Relations, Sports Management, Product Development, Project Management, Social Media Marketing, Social Networking, Leadership, Marketing, Facebook, Customer Service
Education
The University of Georgia 1997 — 2001
B.S.F.C.S., Consumer Economics
Georgia Southern University 2001 — 2003
Masters, Sport Management
Peach State Pride January 2015 - Present
ClassicGeorgia March 2012 - Present
Wells Fargo Advisors October 2013 - January 2015
Capstone Financial, LLC March 2013 - October 2013
UGA Tee Off Club December 2010 - March 2013
University of Georgia August 2007 - December 2010
Mercer University August 2003 - August 2007
Skills
Nonprofits, Fundraising, Event Planning, Higher Education, Sports, Public Speaking, Sports Marketing, Event Management, Social Media, Volunteer Management, Public Relations, Sports Management, Product Development, Project Management, Social Media Marketing, Social Networking, Leadership, Marketing, Facebook, Customer Service
Education
The University of Georgia 1997 — 2001
B.S.F.C.S., Consumer Economics
Georgia Southern University 2001 — 2003
Masters, Sport Management
Rick Branch Jr Rick Branch Jr's Wells Fargo Advisors Experience June 2013 - January 2014
Job Member Service Agent at Delta Community Credit Union
Industry Financial Services
Experience
Delta Community Credit Union June 2014 - Present
Wells Fargo Advisors June 2013 - January 2014
Education
Georgia Southern University 2004 — 2007
Speech Communication, Liberal Arts and Sciences/Liberal Studies
Delta Community Credit Union June 2014 - Present
Wells Fargo Advisors June 2013 - January 2014
Education
Georgia Southern University 2004 — 2007
Speech Communication, Liberal Arts and Sciences/Liberal Studies
Alan Meadows's Wells Fargo Advisors Experience 2000 - 2001
Job Insurance Analyst at Murphy USA
Industry Retail
Experience
Murphy USA September 2013 - Present
United Insurance Agency June 2004 - August 2013
BKD CPAs & Advisors 2004 - 2004
Regions Financial Corporation 2001 - 2002
Wells Fargo Advisors 2000 - 2001
Skills
Workers Compensation, Commercial Insurance, Health Insurance, Property & Casualty..., Umbrella Insurance, General Insurance, Sales Presentations, Sales Management, Sales, Management, Property Claims, Workers' Compensation..., Product Marketing, Investments, Investment Advisory, Claim, Directors, Excess, Subrogation, Property Damage, Employment Practices..., Surety Bonds, Professional Liability, New Business Development
Education
Harding University 1994 — 1998
Bachelor of Arts (BA), Social Sciences
Southern Arkansas University 2002 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Murphy USA September 2013 - Present
United Insurance Agency June 2004 - August 2013
BKD CPAs & Advisors 2004 - 2004
Regions Financial Corporation 2001 - 2002
Wells Fargo Advisors 2000 - 2001
Skills
Workers Compensation, Commercial Insurance, Health Insurance, Property & Casualty..., Umbrella Insurance, General Insurance, Sales Presentations, Sales Management, Sales, Management, Property Claims, Workers' Compensation..., Product Marketing, Investments, Investment Advisory, Claim, Directors, Excess, Subrogation, Property Damage, Employment Practices..., Surety Bonds, Professional Liability, New Business Development
Education
Harding University 1994 — 1998
Bachelor of Arts (BA), Social Sciences
Southern Arkansas University 2002 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Francisco de la Camara's Wells Fargo Advisors Experience September 2014 - Present
Job Managing Director at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors September 2014 - Present
Merrill Lynch December 1985 - September 2014
Skills
Wealth Management, Portfolio Management, Investments, Equities, Securities, Estate Planning, Series 7, Alternative Investments, Fixed Income, Asset Allocation, Options, Asset Managment
Education
University of Miami 1984 — 1985
Masters, Business Administration- Finance
Georgia Institute of Technology 1980 — 1984
Information & Computer Science, Artificial Intelligence/Communications
Wells Fargo Advisors September 2014 - Present
Merrill Lynch December 1985 - September 2014
Skills
Wealth Management, Portfolio Management, Investments, Equities, Securities, Estate Planning, Series 7, Alternative Investments, Fixed Income, Asset Allocation, Options, Asset Managment
Education
University of Miami 1984 — 1985
Masters, Business Administration- Finance
Georgia Institute of Technology 1980 — 1984
Information & Computer Science, Artificial Intelligence/Communications
Alec Lombardo Alec Lombardo's Wells Fargo Advisors Experience May 2013 - August 2013
Job Software Engineer
Industry Computer Software
Experience
Georgia Institute of Technology GVU January 2014 - Present
Ultimate Software May 2015 - August 2015
Agendue April 2013 - May 2015
Elavon May 2014 - August 2014
Wells Fargo Advisors May 2013 - August 2013
TriZetto Provider Solutions May 2012 - August 2012
Waterway Gas & Wash May 2010 - May 2012
Skills
Java, Android Development, iOS development, HTML, CSS, SQL, C++, C, Web Development, Software Development, Ruby on Rails, Android, Mobile Applications, Node.js, AngularJS, ASP.NET, C#
Education
Georgia Institute of Technology 2012 — 2016
Computer Science
Georgia Institute of Technology 2012 — 2016
Computer Science
Georgia Institute of Technology GVU January 2014 - Present
Ultimate Software May 2015 - August 2015
Agendue April 2013 - May 2015
Elavon May 2014 - August 2014
Wells Fargo Advisors May 2013 - August 2013
TriZetto Provider Solutions May 2012 - August 2012
Waterway Gas & Wash May 2010 - May 2012
Skills
Java, Android Development, iOS development, HTML, CSS, SQL, C++, C, Web Development, Software Development, Ruby on Rails, Android, Mobile Applications, Node.js, AngularJS, ASP.NET, C#
Education
Georgia Institute of Technology 2012 — 2016
Computer Science
Georgia Institute of Technology 2012 — 2016
Computer Science
Diego Velasquez Diego Velasquez's Wells Fargo Advisors Experience June 2004 - December 2008
Job Financial Advisor at Velasquez & Associates
Industry Financial Services
Experience
Velasquez & Associates A financial Advisory practice of Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley December 2008 - February 2012
Wells Fargo Advisors June 2004 - December 2008
Morgan Stanley February 2002 - June 2004
J.P. Morgan June 1999 - February 2002
MBNA February 1996 - June 1999
Education
Goldey Beacom College 1991 — 1995
Bachelor of Science (BS), International Business
Velasquez & Associates A financial Advisory practice of Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley December 2008 - February 2012
Wells Fargo Advisors June 2004 - December 2008
Morgan Stanley February 2002 - June 2004
J.P. Morgan June 1999 - February 2002
MBNA February 1996 - June 1999
Education
Goldey Beacom College 1991 — 1995
Bachelor of Science (BS), International Business
Amber Robison Amber Robison's Wells Fargo Advisors Experience April 2012 - Present
Job Team Lead, Middle Office Service Group
Industry Financial Services
Experience
Wells Fargo Advisors April 2012 - Present
Avon January 1982 - Present
Robert Half Finance & Accounting August 2011 - April 2012
Panera Bread December 2007 - February 2011
A.G. Edwards & Sons, Inc. September 1997 - December 2007
Skills
Microsoft Excel, Organizational..., Ten Key, Financial Accounting, Collateral, Studying for Series 7, Customer Service, Forecasting, Accounting, Leadership
Education
Greenville College 2001 — 2003
Bachelor of Arts (BA), Organizational Leadership and accounting
Illinois Central College 1990 — 1991
Associate's degree, Accounting, 4.0
Southern Illinois University, Edwardsville 1983 — 1986
Computer Science/ Physics, 3.5
Wells Fargo Advisors April 2012 - Present
Avon January 1982 - Present
Robert Half Finance & Accounting August 2011 - April 2012
Panera Bread December 2007 - February 2011
A.G. Edwards & Sons, Inc. September 1997 - December 2007
Skills
Microsoft Excel, Organizational..., Ten Key, Financial Accounting, Collateral, Studying for Series 7, Customer Service, Forecasting, Accounting, Leadership
Education
Greenville College 2001 — 2003
Bachelor of Arts (BA), Organizational Leadership and accounting
Illinois Central College 1990 — 1991
Associate's degree, Accounting, 4.0
Southern Illinois University, Edwardsville 1983 — 1986
Computer Science/ Physics, 3.5
Dianna Baroutgian's Wells Fargo Advisors Experience March 2011 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2011 - Present
Wescap Group March 2010 - March 2011
Morgan Stanley Smith Barney March 2006 - March 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, Data Entry, Accounting, ACT!, Morningstar, Social Media, Microsoft Office 2007, Microsoft Office 2003, Pareto, Customer Relations, Excel
Education
Glendale Community College 2007 — 2010
Glendale High School 2007 — 2010
Wells Fargo Advisors March 2011 - Present
Wescap Group March 2010 - March 2011
Morgan Stanley Smith Barney March 2006 - March 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, Data Entry, Accounting, ACT!, Morningstar, Social Media, Microsoft Office 2007, Microsoft Office 2003, Pareto, Customer Relations, Excel
Education
Glendale Community College 2007 — 2010
Glendale High School 2007 — 2010
Geoff Switz Geoff Switz's Wells Fargo Advisors Experience December 2014 - Present
Job Tech Lead FA Tablet Development Team at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors May 2013 - December 2014
Wells Fargo Advisors July 2010 - May 2013
UPS Freight September 2004 - July 2010
UPS Freight April 2002 - September 2004
Future-Flex August 1999 - August 2001
Skills
Data Warehousing, ETL, C#, Oracle, Software Development, .NET, Visual Basic, SQL, Business Intelligence, Access, ASP.NET, Cognos, PL/SQL, Database Design, Visual Studio, VB.NET, SharePoint, Windows Server, Software Documentation, Project Management, Visio, MS Project, Quality Assurance, Databases, Requirements Gathering, DB2, XML, T-SQL, Enterprise Architecture, SDLC, Business Analysis, Software Project..., SSIS, Agile Methodologies, Systems Analysis, Requirements Analysis, Unix, Data Modeling, Microsoft SQL Server, Unix Shell Scripting, SSRS, Shell Scripting
Education
Cakewalk School of Life 2004 — 2020
Strayer University 2007 — 2010
MS, Information Systems
Hampden-Sydney College 1990 — 1993
BA, English
St. Christopher's School 1974 — 1988
High School Diploma
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors May 2013 - December 2014
Wells Fargo Advisors July 2010 - May 2013
UPS Freight September 2004 - July 2010
UPS Freight April 2002 - September 2004
Future-Flex August 1999 - August 2001
Skills
Data Warehousing, ETL, C#, Oracle, Software Development, .NET, Visual Basic, SQL, Business Intelligence, Access, ASP.NET, Cognos, PL/SQL, Database Design, Visual Studio, VB.NET, SharePoint, Windows Server, Software Documentation, Project Management, Visio, MS Project, Quality Assurance, Databases, Requirements Gathering, DB2, XML, T-SQL, Enterprise Architecture, SDLC, Business Analysis, Software Project..., SSIS, Agile Methodologies, Systems Analysis, Requirements Analysis, Unix, Data Modeling, Microsoft SQL Server, Unix Shell Scripting, SSRS, Shell Scripting
Education
Cakewalk School of Life 2004 — 2020
Strayer University 2007 — 2010
MS, Information Systems
Hampden-Sydney College 1990 — 1993
BA, English
St. Christopher's School 1974 — 1988
High School Diploma
diane gabriel diane gabriel's Wells Fargo Advisors Experience September 2012 - Present
Job PresidentWFA Solutions at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors February 2002 - September 2012
Wells Fargo Advisors September 1996 - February 2002
Halpert and Company September 1982 - September 1996
Skills
Financial Services, Change Management, Finance, Investments, Management, Securities, Series 7, Wealth Management
Education
Goucher College 1978 — 1982
Bachelor of Arts (BA), Economics
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors February 2002 - September 2012
Wells Fargo Advisors September 1996 - February 2002
Halpert and Company September 1982 - September 1996
Skills
Financial Services, Change Management, Finance, Investments, Management, Securities, Series 7, Wealth Management
Education
Goucher College 1978 — 1982
Bachelor of Arts (BA), Economics
Charles David Edinger, MBA Charles David Edinger, MBA's Wells Fargo Advisors Experience December 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Bank of America Merrill Lynch October 2012 - November 2014
New York Life Insurance Company October 2011 - October 2012
Aithent Regulatory & Compliance Solutions 2006 - 2011
Rhoads Online Institute Inc. 2006 - 2011
RTCware/Penn Rhoads Institute 2003 - 2006
Seton Hall University - University College 2001 - 2003
EVCI Financial Services & Insurance Group 2000 - 2001
The College of Insurance / St. Johns University 1987 - 2000
Skills
Risk Management, Management, Insurance, Leadership, Financial Services, Investments, Strategic Planning, Financial Analysis, Financial Advisory, Financial Planning, Program Management, Asset Allocation, Marketing, Public Speaking, Wealth Management
Education
MBA, Seton Hall University, Stillman School of Business
MBA, Economics/Finance/Marketing
Harvard University Graduate School of Education
MLE, Adult Learning
Princeton Theological Seminary
M Div, Adult Learning & Religion
Gordon College 1971 — 1975
Bachelor of Arts, Social Science
Northeast High School 1968 — 1971
Academic Diploma
Wells Fargo Advisors December 2014 - Present
Bank of America Merrill Lynch October 2012 - November 2014
New York Life Insurance Company October 2011 - October 2012
Aithent Regulatory & Compliance Solutions 2006 - 2011
Rhoads Online Institute Inc. 2006 - 2011
RTCware/Penn Rhoads Institute 2003 - 2006
Seton Hall University - University College 2001 - 2003
EVCI Financial Services & Insurance Group 2000 - 2001
The College of Insurance / St. Johns University 1987 - 2000
Skills
Risk Management, Management, Insurance, Leadership, Financial Services, Investments, Strategic Planning, Financial Analysis, Financial Advisory, Financial Planning, Program Management, Asset Allocation, Marketing, Public Speaking, Wealth Management
Education
MBA, Seton Hall University, Stillman School of Business
MBA, Economics/Finance/Marketing
Harvard University Graduate School of Education
MLE, Adult Learning
Princeton Theological Seminary
M Div, Adult Learning & Religion
Gordon College 1971 — 1975
Bachelor of Arts, Social Science
Northeast High School 1968 — 1971
Academic Diploma
Charles Capito Charles Capito's Wells Fargo Advisors Experience March 2011 - Present
Job Senior Vice President and Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2011 - Present
United Bank October 2009 - April 2011
Citi Smith Barney May 1976 - September 2009
Skills
Mutual Funds, Alternative Investments, Investments, Asset Allocation, Securities, Strategic Planning, Equities, Risk Management, Financial Services, Retirement Planning, Investment Strategies, Business Development, Financial Advisory, Fixed Income, Estate Planning...
Education
Hampden-Sydney College 1972 — 1976
BA, American History
Wells Fargo Advisors March 2011 - Present
United Bank October 2009 - April 2011
Citi Smith Barney May 1976 - September 2009
Skills
Mutual Funds, Alternative Investments, Investments, Asset Allocation, Securities, Strategic Planning, Equities, Risk Management, Financial Services, Retirement Planning, Investment Strategies, Business Development, Financial Advisory, Fixed Income, Estate Planning...
Education
Hampden-Sydney College 1972 — 1976
BA, American History
Donna Lail, MBA, CFP®, CLU®'s Wells Fargo Advisors Experience September 2010 - May 2013
Job Financial Specialist
Industry Financial Services
Experience
PNC July 2013 - Present
Wells Fargo Advisors September 2010 - May 2013
Purdue University Calumet January 2012 - April 2012
VALIC July 2009 - August 2010
Ameriprise Financial September 2005 - August 2008
Western & Southern Financial Group January 2005 - May 2005
CUNA Mutual Group August 2003 - September 2004
MetLife Financial Services October 2001 - May 2003
H&R Block Financial Advisors (Ameriprise) January 1999 - August 2001
Prudential Financial May 1991 - January 1999
Education
Purdue University Calumet 2002 — 2005
MBA, Management
Governors State University 2001 — 2002
BA, Interdisciplinary Studies
Purdue University Calumet 1998 — 2001
A.S., Management
Thornton Fractional South 1975 — 1979
"Gifted", Leadership
PNC July 2013 - Present
Wells Fargo Advisors September 2010 - May 2013
Purdue University Calumet January 2012 - April 2012
VALIC July 2009 - August 2010
Ameriprise Financial September 2005 - August 2008
Western & Southern Financial Group January 2005 - May 2005
CUNA Mutual Group August 2003 - September 2004
MetLife Financial Services October 2001 - May 2003
H&R Block Financial Advisors (Ameriprise) January 1999 - August 2001
Prudential Financial May 1991 - January 1999
Education
Purdue University Calumet 2002 — 2005
MBA, Management
Governors State University 2001 — 2002
BA, Interdisciplinary Studies
Purdue University Calumet 1998 — 2001
A.S., Management
Thornton Fractional South 1975 — 1979
"Gifted", Leadership
Shawn Truitt Shawn Truitt's Wells Fargo Advisors Experience June 2011 - May 2012
Job Windows / Exchange / Linux Administrator at Technology Consultant
Industry Information Technology and Services
Experience
Technology Consultant May 2012 - Present
InterVision Systems Technologies 2013 - 2014
Wells Fargo Advisors June 2011 - May 2012
IBM Global Services April 2007 - June 2011
Siemens April 2006 - April 2007
Advantage Sales & Marketing February 2006 - February 2007
Skills
Virtualization, Windows Server, Data Center, Disaster Recovery, Security, VMware, Active Directory, Microsoft Exchange, Servers, VPN, Windows, Linux, Windows 7, Computer Hardware, XP, Cassandra
Education
Goldey Beacom College 1994 — 2000
Associate's degree, Computer Science
Technology Consultant May 2012 - Present
InterVision Systems Technologies 2013 - 2014
Wells Fargo Advisors June 2011 - May 2012
IBM Global Services April 2007 - June 2011
Siemens April 2006 - April 2007
Advantage Sales & Marketing February 2006 - February 2007
Skills
Virtualization, Windows Server, Data Center, Disaster Recovery, Security, VMware, Active Directory, Microsoft Exchange, Servers, VPN, Windows, Linux, Windows 7, Computer Hardware, XP, Cassandra
Education
Goldey Beacom College 1994 — 2000
Associate's degree, Computer Science
Rowley Rice Rowley Rice's Wells Fargo Advisors Experience July 2012 - August 2012
Job Student at University of Southern California Gould School of Law
Industry Law Practice
Experience
Munger, Tolles & Olson LLP May 2015 - July 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - July 2014
McChrystal Group January 2013 - July 2013
Wells Fargo Advisors July 2012 - August 2012
U.S. Department of State January 2012 - March 2012
Franklin Partnership May 2011 - August 2011
Davis Group May 2010 - August 2010
Education
USC Gould School of Law 2013 — 2016
Doctor of Law (J.D.)
Georgetown University 2012 — 2013
Master of Arts (M.A.)
London School of Economics and Political Science 2011 — 2012
General Course
Georgetown University 2009 — 2012
BA
St. Margaret's Episcopal School 2005 — 2009
Munger, Tolles & Olson LLP May 2015 - July 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - July 2014
McChrystal Group January 2013 - July 2013
Wells Fargo Advisors July 2012 - August 2012
U.S. Department of State January 2012 - March 2012
Franklin Partnership May 2011 - August 2011
Davis Group May 2010 - August 2010
Education
USC Gould School of Law 2013 — 2016
Doctor of Law (J.D.)
Georgetown University 2012 — 2013
Master of Arts (M.A.)
London School of Economics and Political Science 2011 — 2012
General Course
Georgetown University 2009 — 2012
BA
St. Margaret's Episcopal School 2005 — 2009
Jorge A. Maldonado Jorge A. Maldonado's Wells Fargo Advisors Experience June 2014 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors December 2006 - May 2014
Merrill Lynch April 2004 - October 2006
Rock Solid Technology, Inc. July 2000 - February 2004
The University of Texas at Austin 1996 - 2001
Jackson Walker LLP July 1997 - June 2000
Coopers & Lybrand March 1993 - December 1995
IBM June 1991 - March 1993
Monsanto Company August 1986 - August 1990
US Army December 1972 - December 1975
Skills
Investments, Financial Advisory, Retirement Planning, Equities, Financial Services, Securities, High Net Worth...
Education
Yale University - Yale School of Management 1990 — 1992
MBA
Georgetown University Law Center 1977 — 1980
JD
The University of Texas at El Paso 1976 — 1977
BBA
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors December 2006 - May 2014
Merrill Lynch April 2004 - October 2006
Rock Solid Technology, Inc. July 2000 - February 2004
The University of Texas at Austin 1996 - 2001
Jackson Walker LLP July 1997 - June 2000
Coopers & Lybrand March 1993 - December 1995
IBM June 1991 - March 1993
Monsanto Company August 1986 - August 1990
US Army December 1972 - December 1975
Skills
Investments, Financial Advisory, Retirement Planning, Equities, Financial Services, Securities, High Net Worth...
Education
Yale University - Yale School of Management 1990 — 1992
MBA
Georgetown University Law Center 1977 — 1980
JD
The University of Texas at El Paso 1976 — 1977
BBA
Ima Paz Ima Paz's Wells Fargo Advisors Experience May 2013 - Present
Job Attended Guilford College
Industry
Experience
Wells Fargo Advisors May 2013 - Present
Macy's July 2008 - May 2013
Education
Guilford College 2004 — 2008
Wells Fargo Advisors May 2013 - Present
Macy's July 2008 - May 2013
Education
Guilford College 2004 — 2008
Jesse Jackson, M.B.A's Wells Fargo Advisors Experience June 1997 - September 1998
Job Senior Vice President at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank October 2013 - Present
Community Trust Bank August 2011 - October 2013
Federal Home Loan Bank of Dallas March 2003 - August 2011
J.P. Morgan October 2001 - March 2003
Federal Reserve Bank of Dallas September 1998 - October 2001
Wells Fargo Advisors June 1997 - September 1998
Skills
Banking, Credit Analysis, Commercial Banking, Commercial Lending, Loans, Consumer Lending, Small Business Lending, Mortgage Lending, Credit, Credit Risk, Retail Banking, Cash Management, Finance
Education
Graduate School of Banking at Louisiana State University 2013 — 2015
Graduate School of Banking
University of Dallas Graduate School of Management 2005 — 2006
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Texas Tech University - Rawls College of Business 2003 — 2004
Banking School
Grambling State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Texas Capital Bank October 2013 - Present
Community Trust Bank August 2011 - October 2013
Federal Home Loan Bank of Dallas March 2003 - August 2011
J.P. Morgan October 2001 - March 2003
Federal Reserve Bank of Dallas September 1998 - October 2001
Wells Fargo Advisors June 1997 - September 1998
Skills
Banking, Credit Analysis, Commercial Banking, Commercial Lending, Loans, Consumer Lending, Small Business Lending, Mortgage Lending, Credit, Credit Risk, Retail Banking, Cash Management, Finance
Education
Graduate School of Banking at Louisiana State University 2013 — 2015
Graduate School of Banking
University of Dallas Graduate School of Management 2005 — 2006
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Texas Tech University - Rawls College of Business 2003 — 2004
Banking School
Grambling State University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Russell Hawkins's Wells Fargo Advisors Experience January 2013 - April 2013
Job Carpenter at Covenant Construction LLC
Industry Construction
Experience
Covenant Construction LLC June 2014 - Present
Brown Brothers Harriman October 2013 - March 2014
La Vida Program at Gordon College August 2013 - August 2013
Wells Fargo Advisors January 2013 - April 2013
Country Gardens of Rowley August 2007 - November 2012
Gordon College September 2011 - May 2012
Patton Project September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Windows, Editing
Education
Gordon College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History
Covenant Construction LLC June 2014 - Present
Brown Brothers Harriman October 2013 - March 2014
La Vida Program at Gordon College August 2013 - August 2013
Wells Fargo Advisors January 2013 - April 2013
Country Gardens of Rowley August 2007 - November 2012
Gordon College September 2011 - May 2012
Patton Project September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Social Media, Teamwork, Windows, Editing
Education
Gordon College 2009 — 2013
Bachelor of Arts (B.A.), Economics and History
Jim Dupree Jim Dupree's Wells Fargo Advisors Experience January 2009 - July 2010
Job Director of Business Development at The Gerald Jones Auo Group
Industry Automotive
Experience
The Salvation Army Augusta Kroc Center June 2011 - January 2013
Wells Fargo Advisors January 2009 - July 2010
Acura of Augusta September 2005 - July 2008
Bobby Jones Ford September 2003 - September 2005
Public Education - Multiple schools July 1993 - June 2003
Education
Georgia Southern University 1989 — 1997
M ED, Music Education
The Salvation Army Augusta Kroc Center June 2011 - January 2013
Wells Fargo Advisors January 2009 - July 2010
Acura of Augusta September 2005 - July 2008
Bobby Jones Ford September 2003 - September 2005
Public Education - Multiple schools July 1993 - June 2003
Education
Georgia Southern University 1989 — 1997
M ED, Music Education
David Abeles's Wells Fargo Advisors Experience 2000 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2000 - Present
Johnson & Higgins / Marsh and McLennan Co.'s 1994 - 2000
Prudential Insurance Company 1987 - 1994
Education
Gettysburg College 1983 — 1987
Business-Marketing
Gettysburg College 1983 — 1987
BA, Business Marketing
Wells Fargo Advisors 2000 - Present
Johnson & Higgins / Marsh and McLennan Co.'s 1994 - 2000
Prudential Insurance Company 1987 - 1994
Education
Gettysburg College 1983 — 1987
Business-Marketing
Gettysburg College 1983 — 1987
BA, Business Marketing
Gregory Katulka Gregory Katulka's Wells Fargo Advisors Experience August 2003 - October 2010
Job First Vice President Wealth Management, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Wells Fargo Advisors August 2003 - October 2010
Morgan Stanley September 1997 - August 2003
Skills
Investment Advisory, Investment Strategies, Estate Planning, Retirement Planning, Retirement Plan..., Asset Management, Wealth Management..., Wealth Management, Investments, Comprehensive Wealth..., Insurance Planning, Financial Advisory, Series 63, Retirement, Finance, Leadership, Series 7, Securities
Education
Georgia State University
B.S., Education
Merrill Lynch October 2010 - Present
Wells Fargo Advisors August 2003 - October 2010
Morgan Stanley September 1997 - August 2003
Skills
Investment Advisory, Investment Strategies, Estate Planning, Retirement Planning, Retirement Plan..., Asset Management, Wealth Management..., Wealth Management, Investments, Comprehensive Wealth..., Insurance Planning, Financial Advisory, Series 63, Retirement, Finance, Leadership, Series 7, Securities
Education
Georgia State University
B.S., Education
Nicholas Nelson's Wells Fargo Advisors Experience March 2014 - September 2015
Job Business Analyst at Federal Reserve Bank of St. Louis
Industry Information Technology and Services
Experience
Fusion Technology Solutions, Inc. September 2015 - Present
Wells Fargo Advisors March 2014 - September 2015
Apex Systems May 2013 - February 2014
Preferred Resources, Inc. November 2012 - May 2013
Randstad Technologies US December 2011 - November 2012
Apex Systems June 2011 - December 2011
TDK Technologies - St. Louis IT Consulting October 2009 - May 2011
Coventry Health Care May 2007 - June 2009
Skills
Business Analysis, Project Management, MS Project, Visio, Requirements Analysis, SharePoint, Training, Leadership, Business Process..., SDLC, Vendor Management, Communication, Building Relationships, Team Leadership, PowerPoint, Thought Leadership, Agile Project Management, Requirements Gathering, International Business, Gap Analysis, Systems Analysis, Mentoring, Waterfall Project..., Word, Excel, Quality Center, SnagIt, Changepoint, Negotiation, Data Mapping, Microsoft Excel
Education
Greenville College 2008 — 2010
B.S., Organizational Leadership
Civic Memorial High School
Fusion Technology Solutions, Inc. September 2015 - Present
Wells Fargo Advisors March 2014 - September 2015
Apex Systems May 2013 - February 2014
Preferred Resources, Inc. November 2012 - May 2013
Randstad Technologies US December 2011 - November 2012
Apex Systems June 2011 - December 2011
TDK Technologies - St. Louis IT Consulting October 2009 - May 2011
Coventry Health Care May 2007 - June 2009
Skills
Business Analysis, Project Management, MS Project, Visio, Requirements Analysis, SharePoint, Training, Leadership, Business Process..., SDLC, Vendor Management, Communication, Building Relationships, Team Leadership, PowerPoint, Thought Leadership, Agile Project Management, Requirements Gathering, International Business, Gap Analysis, Systems Analysis, Mentoring, Waterfall Project..., Word, Excel, Quality Center, SnagIt, Changepoint, Negotiation, Data Mapping, Microsoft Excel
Education
Greenville College 2008 — 2010
B.S., Organizational Leadership
Civic Memorial High School
Becky Vogel Becky Vogel's Wells Fargo Advisors Experience August 2011 - December 2011
Job Surveillance Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
UBS Wealth Management July 2012 - June 2014
Morgan Stanley October 2011 - July 2012
Wells Fargo Advisors August 2011 - December 2011
Stifel Nicolaus November 1997 - August 2011
Skills
Series 7, Securities, Investments, Risk Management, Financial Risk, Series 9/10, Wealth Management, FINRA
Education
Greenville College 2008 — 2010
Bachelor of Science (B.S.), Organizational Leadership
Stifel Financial Corp. June 2014 - Present
UBS Wealth Management July 2012 - June 2014
Morgan Stanley October 2011 - July 2012
Wells Fargo Advisors August 2011 - December 2011
Stifel Nicolaus November 1997 - August 2011
Skills
Series 7, Securities, Investments, Risk Management, Financial Risk, Series 9/10, Wealth Management, FINRA
Education
Greenville College 2008 — 2010
Bachelor of Science (B.S.), Organizational Leadership
Chris Scarborough, AIC's Wells Fargo Advisors Experience April 2011 - August 2011
Job Business Analyst II at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance February 2014 - May 2015
Liberty Mutual Insurance June 2012 - February 2014
Wells Fargo Advisors April 2011 - August 2011
Skills
Economics, Financial Analysis
Education
Gordon College
Bachelor's degree, Finance
Liberty Mutual Insurance May 2015 - Present
Liberty Mutual Insurance February 2014 - May 2015
Liberty Mutual Insurance June 2012 - February 2014
Wells Fargo Advisors April 2011 - August 2011
Skills
Economics, Financial Analysis
Education
Gordon College
Bachelor's degree, Finance
Anthony Sposato's Wells Fargo Advisors Experience January 1998 - September 2011
Job Financial Advisor, Managing Director at Sposato & Associates,a financial advisory practice of Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Wells Fargo January 1998 - September 2011
Wells Fargo Advisors January 1998 - September 2011
Education
Gordon College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Harrison High School, Harrison NY 10528
Ameriprise Financial Services, Inc. September 2011 - Present
Wells Fargo January 1998 - September 2011
Wells Fargo Advisors January 1998 - September 2011
Education
Gordon College 1989 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Harrison High School, Harrison NY 10528
Jeff Kelley's Wells Fargo Advisors Experience April 2004 - June 2008
Job Management Consultant
Industry Financial Services
Experience
CapTech August 2010 - Present
BB&T Securities June 2008 - December 2010
Wells Fargo Advisors April 2004 - June 2008
Federal Reserve Bank September 1998 - March 2004
Skills
Strategy, Management Consulting, Product Management, Financial Services, Customer Insight, Pricing Strategy, Risk Management, Business Process..., Portfolio Management, Competitive Intelligence, Business Analysis, Product Development, Management, Business Development, IT Strategy, Mergers & Acquisitions, Regulatory Compliance, Agile & Waterfall..., Scrum, Program Management, Vendor Management, Process Improvement
Education
Hampden-Sydney College 1993 — 1997
BA, English
CapTech August 2010 - Present
BB&T Securities June 2008 - December 2010
Wells Fargo Advisors April 2004 - June 2008
Federal Reserve Bank September 1998 - March 2004
Skills
Strategy, Management Consulting, Product Management, Financial Services, Customer Insight, Pricing Strategy, Risk Management, Business Process..., Portfolio Management, Competitive Intelligence, Business Analysis, Product Development, Management, Business Development, IT Strategy, Mergers & Acquisitions, Regulatory Compliance, Agile & Waterfall..., Scrum, Program Management, Vendor Management, Process Improvement
Education
Hampden-Sydney College 1993 — 1997
BA, English
Jody Kutz Jody Kutz's Wells Fargo Advisors Experience November 2006 - March 2014
Job Client Associate at Stonebridge Financial Group
Industry Financial Services
Experience
Stonebridge Financial Group March 2014 - Present
Wells Fargo Advisors November 2006 - March 2014
Pennsylvania Bar Association May 1999 - May 2000
Sprint Communication Systems January 1976 - July 1997
Skills
Microsoft Office, Microsoft Excel, Customer Service, Outlook, Marketing, Microsoft Word, Finance
Education
Harrisburg Area Community College 1997 — 2000
Certificate, Graphic Design
Cumberland Valley High School
Stonebridge Financial Group March 2014 - Present
Wells Fargo Advisors November 2006 - March 2014
Pennsylvania Bar Association May 1999 - May 2000
Sprint Communication Systems January 1976 - July 1997
Skills
Microsoft Office, Microsoft Excel, Customer Service, Outlook, Marketing, Microsoft Word, Finance
Education
Harrisburg Area Community College 1997 — 2000
Certificate, Graphic Design
Cumberland Valley High School
Kevin Kloski Kevin Kloski's Wells Fargo Advisors Experience September 2008 - February 2012
Job Director Product Management at NY Life / MainStay Investments
Industry Investment Management
Experience
New York Life / MainStay Investments April 2014 - Present
ING Investment Management February 2012 - April 2014
Wells Fargo Advisors September 2008 - February 2012
Merrill Lynch December 2005 - January 2008
US Army 1999 - 2007
Travelers Insurance 2002 - 2005
Skills
Hedge Funds, Series 7, Portfolio Management, Wealth Management, Bloomberg, 401k, Pensions, Asset Allocation, Retirement Planning, Economics, Asset Managment, Equities, Finance, Investments, Mutual Funds, Series 63, Investment Management
Education
Trinity College-Hartford 2006 — 2008
MA, Financial Economics
University of Hartford 2005 — 2006
MBA, Finance
The University of Connecticut 1999 — 2002
BA, Political Science
Georgetown University
Graduate Certificate, Asia Institute for Political Economy hosted at University of Hong Kong
New York Life / MainStay Investments April 2014 - Present
ING Investment Management February 2012 - April 2014
Wells Fargo Advisors September 2008 - February 2012
Merrill Lynch December 2005 - January 2008
US Army 1999 - 2007
Travelers Insurance 2002 - 2005
Skills
Hedge Funds, Series 7, Portfolio Management, Wealth Management, Bloomberg, 401k, Pensions, Asset Allocation, Retirement Planning, Economics, Asset Managment, Equities, Finance, Investments, Mutual Funds, Series 63, Investment Management
Education
Trinity College-Hartford 2006 — 2008
MA, Financial Economics
University of Hartford 2005 — 2006
MBA, Finance
The University of Connecticut 1999 — 2002
BA, Political Science
Georgetown University
Graduate Certificate, Asia Institute for Political Economy hosted at University of Hong Kong
Leon Gipson's Wells Fargo Advisors Experience December 2002 - January 2012
Job Investment Professional
Industry Capital Markets
Experience
N3 2014 - 2015
Merrill Edge, Merrill Lynch August 2012 - April 2013
Wells Fargo Advisors December 2002 - January 2012
Skills
Fixed Income, Investments, Trading, Portfolio Management, Sales, Business Development, Relationship Marketing, Capital Markets, Investment Strategies, Wealth Management, Bonds, Finance
Education
Hampton University
BA, English Language and Literature, General
Princeton High School
Colloge Prep
N3 2014 - 2015
Merrill Edge, Merrill Lynch August 2012 - April 2013
Wells Fargo Advisors December 2002 - January 2012
Skills
Fixed Income, Investments, Trading, Portfolio Management, Sales, Business Development, Relationship Marketing, Capital Markets, Investment Strategies, Wealth Management, Bonds, Finance
Education
Hampton University
BA, English Language and Literature, General
Princeton High School
Colloge Prep
Andrew Kirk, CFP® Andrew Kirk, CFP®'s Wells Fargo Advisors Experience November 2004 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2004 - Present
Skills
Investments, Securities, Asset Allocation, Financial Analysis, Alternative Investments, Retirement Planning, Insurance, Microsoft Excel, Microsoft Word, Investment Strategies, Risk Management, Finance, Client Services, Excel, Word, Client Service
Education
Gordon College 1999 — 2003
BA, Business Admin & Accounting
Merrimack College 1999 — 2003
CFP®, Financial Planning
Wells Fargo Advisors November 2004 - Present
Skills
Investments, Securities, Asset Allocation, Financial Analysis, Alternative Investments, Retirement Planning, Insurance, Microsoft Excel, Microsoft Word, Investment Strategies, Risk Management, Finance, Client Services, Excel, Word, Client Service
Education
Gordon College 1999 — 2003
BA, Business Admin & Accounting
Merrimack College 1999 — 2003
CFP®, Financial Planning
Alison Brandon's Wells Fargo Advisors Experience July 2011 - November 2011
Job Business and Marketing Manager
Industry Marketing and Advertising
Experience
Miller Clothing Company July 2013 - August 2015
Miller Wealth Management Group, LLC January 2015 - July 2015
Sephora November 2012 - July 2013
Macy's July 2012 - February 2013
Clinique September 2012 - December 2012
Wells Fargo Advisors July 2011 - November 2011
Skills
Project Management, Brand Management, Marketing Strategy, Marketing Communications, Market Research, Advertising, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Exchange, Payroll, Adobe Creative Suite, Photoshop, Adobe Bridge, QuickBooks, Microsoft Publisher, Pop Culture, Cross-cultural, French, History, Facebook, Instagram, Twitter, Pinterest, Tumblr, Digital Photography, Film Photography, Creative Writing, Speech Writing, Art History, American History, SPSS
Education
Southern Illinois University, Carbondale 2008 — 2011
Bachelor's of Science, Marketing
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2009
International Marketing
Parkland College 2006 — 2008
Miller Clothing Company July 2013 - August 2015
Miller Wealth Management Group, LLC January 2015 - July 2015
Sephora November 2012 - July 2013
Macy's July 2012 - February 2013
Clinique September 2012 - December 2012
Wells Fargo Advisors July 2011 - November 2011
Skills
Project Management, Brand Management, Marketing Strategy, Marketing Communications, Market Research, Advertising, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Exchange, Payroll, Adobe Creative Suite, Photoshop, Adobe Bridge, QuickBooks, Microsoft Publisher, Pop Culture, Cross-cultural, French, History, Facebook, Instagram, Twitter, Pinterest, Tumblr, Digital Photography, Film Photography, Creative Writing, Speech Writing, Art History, American History, SPSS
Education
Southern Illinois University, Carbondale 2008 — 2011
Bachelor's of Science, Marketing
Grenoble Ecole de Management - Grenoble Graduate School of Business 2009 — 2009
International Marketing
Parkland College 2006 — 2008
Frank Bates Frank Bates's Wells Fargo Advisors Experience July 2007 - August 2008
Job Manager of Brokerage Reporting for Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo January 2011 - Present
Wells Fargo Advisors, LLC August 2008 - December 2010
Wells Fargo Advisors July 2007 - August 2008
First Clearing Correspondent Services/Wachovia 2004 - 2007
First Union National Bank February 2000 - June 2004
BANK OF AMERICA June 1999 - January 2000
First Union National Bank September 1997 - May 1999
MELTON’S APP & TAP August 1996 - August 1997
Brinker International September 1995 - August 1996
Outback Steakhouse February 1993 - August 1995
Skills
Series 7, Training, Banking, Securities, Financial Services, Sales, Mutual Funds, Investments, Portfolio Management, Budgets, Marketing
Education
Hampden-Sydney College 1985 — 1989
BA, Managerial Economics
Wells Fargo January 2011 - Present
Wells Fargo Advisors, LLC August 2008 - December 2010
Wells Fargo Advisors July 2007 - August 2008
First Clearing Correspondent Services/Wachovia 2004 - 2007
First Union National Bank February 2000 - June 2004
BANK OF AMERICA June 1999 - January 2000
First Union National Bank September 1997 - May 1999
MELTON’S APP & TAP August 1996 - August 1997
Brinker International September 1995 - August 1996
Outback Steakhouse February 1993 - August 1995
Skills
Series 7, Training, Banking, Securities, Financial Services, Sales, Mutual Funds, Investments, Portfolio Management, Budgets, Marketing
Education
Hampden-Sydney College 1985 — 1989
BA, Managerial Economics
Peter Hosfield Peter Hosfield's Wells Fargo Advisors Experience April 2012 - April 2013
Job .
Industry Financial Services
Experience
Wellsfargo Trust - Investment Management Relations 2015 - Present
U.S. Bank August 2013 - 2014
Wells Fargo Advisors April 2012 - April 2013
Wellsfargo Investments September 2010 - April 2012
Data Recognition Corporation March 2009 - July 2010
Magic Coffee Inc 2005 - 2009
Skills
Photoshop, Illustrator, Microsoft Office, PowerPoint, Research, Social Media, Adobe Acrobat, Public Speaking, Dreamweaver, Securities, Compliance, Risk Management, Team Leadership, FINRA, SEC filings, Rule 144, Clearing, Teamwork, Customer Satisfaction, Retirement Planning, DTC, Investment Banking, Client Liaison, Financial Services, Customer Service, Analysis
Education
Hamline University 2004 — 2008
Bachelor's of Liberal Arts, Communications Studies
Wellsfargo Trust - Investment Management Relations 2015 - Present
U.S. Bank August 2013 - 2014
Wells Fargo Advisors April 2012 - April 2013
Wellsfargo Investments September 2010 - April 2012
Data Recognition Corporation March 2009 - July 2010
Magic Coffee Inc 2005 - 2009
Skills
Photoshop, Illustrator, Microsoft Office, PowerPoint, Research, Social Media, Adobe Acrobat, Public Speaking, Dreamweaver, Securities, Compliance, Risk Management, Team Leadership, FINRA, SEC filings, Rule 144, Clearing, Teamwork, Customer Satisfaction, Retirement Planning, DTC, Investment Banking, Client Liaison, Financial Services, Customer Service, Analysis
Education
Hamline University 2004 — 2008
Bachelor's of Liberal Arts, Communications Studies
MARK BOTSFORD MARK BOTSFORD's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors October 2014 - Present
Botsford Global 2001 - 2014
AKV & Associates 1994 - 2000
ExxonMobil 1987 - 1993
Skills
Emerging Markets, Developing Markets, Identifying New..., Business Generation, International..., Private Sector..., Institutional..., Latin America, International Trade, International Business, Entrepreneurship, Business Strategy, Strategic Planning, New Business Development, Management Consulting, Investments, Mergers, Strategy Development, Project Finance, International Relations, Negotiation, Governance, Strategy, Economic Research, Corporate Social..., Mergers & Acquisitions, Corporate Finance, Start-ups, Business Planning, Strategic Partnerships, Policy Analysis, Economics, Corporate Development, Venture Capital, Foreign Affairs, New Business..., Private Equity, Foreign Policy, Lead Generation, Public Policy, Executive Management, Finance, Due Diligence, International Sales, Macroeconomics, Public/private..., Economic Development, Africa
Education
Georgetown University 1979 — 1980
Post-Graduate Certification, Inter American Affairs
University of Maryland College Park 1975 — 1979
Bachelor's degree, Economics
Wells Fargo Advisors October 2014 - Present
Botsford Global 2001 - 2014
AKV & Associates 1994 - 2000
ExxonMobil 1987 - 1993
Skills
Emerging Markets, Developing Markets, Identifying New..., Business Generation, International..., Private Sector..., Institutional..., Latin America, International Trade, International Business, Entrepreneurship, Business Strategy, Strategic Planning, New Business Development, Management Consulting, Investments, Mergers, Strategy Development, Project Finance, International Relations, Negotiation, Governance, Strategy, Economic Research, Corporate Social..., Mergers & Acquisitions, Corporate Finance, Start-ups, Business Planning, Strategic Partnerships, Policy Analysis, Economics, Corporate Development, Venture Capital, Foreign Affairs, New Business..., Private Equity, Foreign Policy, Lead Generation, Public Policy, Executive Management, Finance, Due Diligence, International Sales, Macroeconomics, Public/private..., Economic Development, Africa
Education
Georgetown University 1979 — 1980
Post-Graduate Certification, Inter American Affairs
University of Maryland College Park 1975 — 1979
Bachelor's degree, Economics
Brian Midkiff Brian Midkiff's Wells Fargo Advisors Experience December 2012 - Present
Job Strategic Compliance Manager at Regions Bank
Industry Banking
Experience
Regions Financial Corporation May 2014 - Present
Wells Fargo Advisors December 2012 - Present
Deloitte Financial Advisory Services LLP March 2006 - November 2012
Skills
Due Diligence, Management Consulting, Internal Controls, Auditing, Business Process..., Forensic Accounting, Business Analysis, Financial Analysis, Anti Money Laundering, Compliance, Economic Sanctions
Education
Georgia State University 1991 — 1992
Master's degree, Taxation
Spring Hill College 1988 — 1991
Bachelor's degree, Accounting
University of Alabama 1986 — 1988
Accounting
Regions Financial Corporation May 2014 - Present
Wells Fargo Advisors December 2012 - Present
Deloitte Financial Advisory Services LLP March 2006 - November 2012
Skills
Due Diligence, Management Consulting, Internal Controls, Auditing, Business Process..., Forensic Accounting, Business Analysis, Financial Analysis, Anti Money Laundering, Compliance, Economic Sanctions
Education
Georgia State University 1991 — 1992
Master's degree, Taxation
Spring Hill College 1988 — 1991
Bachelor's degree, Accounting
University of Alabama 1986 — 1988
Accounting
Stephanie Graves's Wells Fargo Advisors Experience December 2008 - July 2011
Job Manager, Internal Communications at UnitedHealthcare
Industry Marketing and Advertising
Experience
UnitedHealthcare October 2012 - Present
OptumInsight June 2011 - October 2012
Wells Fargo Advisors December 2008 - July 2011
Creatis, Inc. 2008 - May 2010
SG Events 2002 - July 2008
Risdall Marketing Group 2003 - 2004
American Heart Association 1998 - 2001
Skills
Copywriting, Email Marketing, Newsletters, Internal Communications, Press Releases, Marketing, Event Management, Event Planning, Editing, Project Management, Nonprofits, Cross-functional Team..., Leadership, Proposal Writing, Marketing Communications, Strategic Communications, Corporate Communications
Education
Gustavus Adolphus College 1989 — 1993
BA, Communications, English
UnitedHealthcare October 2012 - Present
OptumInsight June 2011 - October 2012
Wells Fargo Advisors December 2008 - July 2011
Creatis, Inc. 2008 - May 2010
SG Events 2002 - July 2008
Risdall Marketing Group 2003 - 2004
American Heart Association 1998 - 2001
Skills
Copywriting, Email Marketing, Newsletters, Internal Communications, Press Releases, Marketing, Event Management, Event Planning, Editing, Project Management, Nonprofits, Cross-functional Team..., Leadership, Proposal Writing, Marketing Communications, Strategic Communications, Corporate Communications
Education
Gustavus Adolphus College 1989 — 1993
BA, Communications, English
Chuck Carson Chuck Carson's Wells Fargo Advisors Experience January 2014 - Present
Job Financial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Troy University Athletics August 2009 - January 2014
Valdosta State University May 2008 - August 2009
Trinity Christian School August 2004 - May 2008
Various High Schools September 1999 - May 2008
San Diego Mesa Community College December 2003 - May 2004
Skills
Financial Advisory, Retirement Planning, 401k Rollovers, IRAs, Variable Annuities, Fixed Annuities, 529 Plans, Stocks, Bonds, Mutual Funds, Unit Investment Trusts, Investment Strategies, Insurance, Public Speaking, Building Relationships, Leadership, Nonprofits, Fundraising, Sports Management, Athletics, Coaching, Staff Development, Ticket Sales, Event Management, Sponsorship, Community Outreach, Higher Education, Alumni Relations, Organizational Behavior, Strategic Planning, Teaching, Sports Marketing, Planned Giving, Volunteer Management, Proposal Writing
Education
Georgia Southwestern State University 1999 — 2003
B.S., Sociology
Point Loma Nazarene University 2003 — 2005
M.A., Education Administration
Wells Fargo Advisors January 2014 - Present
Troy University Athletics August 2009 - January 2014
Valdosta State University May 2008 - August 2009
Trinity Christian School August 2004 - May 2008
Various High Schools September 1999 - May 2008
San Diego Mesa Community College December 2003 - May 2004
Skills
Financial Advisory, Retirement Planning, 401k Rollovers, IRAs, Variable Annuities, Fixed Annuities, 529 Plans, Stocks, Bonds, Mutual Funds, Unit Investment Trusts, Investment Strategies, Insurance, Public Speaking, Building Relationships, Leadership, Nonprofits, Fundraising, Sports Management, Athletics, Coaching, Staff Development, Ticket Sales, Event Management, Sponsorship, Community Outreach, Higher Education, Alumni Relations, Organizational Behavior, Strategic Planning, Teaching, Sports Marketing, Planned Giving, Volunteer Management, Proposal Writing
Education
Georgia Southwestern State University 1999 — 2003
B.S., Sociology
Point Loma Nazarene University 2003 — 2005
M.A., Education Administration
Andrew Murden Andrew Murden's Wells Fargo Advisors Experience 2007 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2007 - Present
Smith Barney 2005 - 2007
Skills
Wealth Management, 401k, Retirement Accounts, Insurance, Investments, Retirement Planning, Portfolio Management, Annuities
Education
Georgia State University 2002 — 2005
Master of Business Administration (MBA), Finance
University of California, Davis 1988 — 1993
Bachelor of Arts (BA)
Palo Alto High School
Wells Fargo Advisors 2007 - Present
Smith Barney 2005 - 2007
Skills
Wealth Management, 401k, Retirement Accounts, Insurance, Investments, Retirement Planning, Portfolio Management, Annuities
Education
Georgia State University 2002 — 2005
Master of Business Administration (MBA), Finance
University of California, Davis 1988 — 1993
Bachelor of Arts (BA)
Palo Alto High School
Josh McIntosh Josh McIntosh's Wells Fargo Advisors Experience December 2010 - September 2013
Job Registered Investment Adviser
Industry Financial Services
Experience
Trimaran Capital LLC September 2013 - Present
Wells Fargo Advisors December 2010 - September 2013
Remler Construction August 2005 - September 2010
Atlanta Dental Supply April 2002 - March 2004
Chatham Capital 1996 - 2002
Skills
Retirement Planning, Retirement, Investments, Insurance, New Business Development, Securities, Budgets, Customer Service, Estate Planning, Credit Analysis, Strategic Planning, Series 7, Accounting
Education
Georgia Southern University - College of Business Administration 1999 — 2002
MBA, Business Administration
University of Georgia - Terry College of Business 1992 — 1995
BBA, Finance
Trimaran Capital LLC September 2013 - Present
Wells Fargo Advisors December 2010 - September 2013
Remler Construction August 2005 - September 2010
Atlanta Dental Supply April 2002 - March 2004
Chatham Capital 1996 - 2002
Skills
Retirement Planning, Retirement, Investments, Insurance, New Business Development, Securities, Budgets, Customer Service, Estate Planning, Credit Analysis, Strategic Planning, Series 7, Accounting
Education
Georgia Southern University - College of Business Administration 1999 — 2002
MBA, Business Administration
University of Georgia - Terry College of Business 1992 — 1995
BBA, Finance
Stanley Lichwala, CFP® Stanley Lichwala, CFP®'s Wells Fargo Advisors Experience August 1993 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 1993 - Present
U. S. Navy 1970-1993 May 1970 - May 1993
Skills
Investments, Insurance, Finance, 401k, Retirement, Financial Advisory, Securities
Education
Golden Gate University 1991 — 1993
Master of Science (M.S.), Human Resources Management and Services
Southern New Hampshire University 1973 — 1977
BS, Business Administration
SUNY Buffalo 1964 — 1969
BA, Psychology
Wells Fargo Advisors August 1993 - Present
U. S. Navy 1970-1993 May 1970 - May 1993
Skills
Investments, Insurance, Finance, 401k, Retirement, Financial Advisory, Securities
Education
Golden Gate University 1991 — 1993
Master of Science (M.S.), Human Resources Management and Services
Southern New Hampshire University 1973 — 1977
BS, Business Administration
SUNY Buffalo 1964 — 1969
BA, Psychology
Smith Marks's Wells Fargo Advisors Experience January 2011 - March 2011
Job Sales Representative at Takeda Pharmaceuticals
Industry Pharmaceuticals
Experience
Takeda Pharmaceuticals March 2012 - Present
Ricoh Business Solutions March 2011 - March 2012
Wells Fargo Advisors January 2011 - March 2011
Skills
SPIN selling, Cold Calling, B2B, Territory Management, Sales Presentations, Qualifying Prospects, Sales Management, Sales Process, Outside Sales, Key Account Development, New Business Development, Direct Sales, Solution Selling, Salesforce.com, Sales Operations, Closing Deals, Selling Skills, Selling, Account Management, Pharmaceutical Sales, National Accounts
Education
Georgia Southern University 2006 — 2010
Marketing, Sales and Sales Management
Takeda Pharmaceuticals March 2012 - Present
Ricoh Business Solutions March 2011 - March 2012
Wells Fargo Advisors January 2011 - March 2011
Skills
SPIN selling, Cold Calling, B2B, Territory Management, Sales Presentations, Qualifying Prospects, Sales Management, Sales Process, Outside Sales, Key Account Development, New Business Development, Direct Sales, Solution Selling, Salesforce.com, Sales Operations, Closing Deals, Selling Skills, Selling, Account Management, Pharmaceutical Sales, National Accounts
Education
Georgia Southern University 2006 — 2010
Marketing, Sales and Sales Management
Ray Voltz Ray Voltz's Wells Fargo Advisors Experience May 2012 - Present
Job Integration Consultant, Mobile & Digital Media Team at Wells Fargo Advisors
Industry Media Production
Experience
Wells Fargo Advisors May 2012 - Present
Wells Fargo Advisors May 2006 - May 2012
Metro Productions December 1994 - May 2006
WTVR-TV March 1990 - June 1994
United States Marine Corps January 1984 - January 1990
Skills
Editing, Video Production, Video, Video Editing, Advertising, Marketing Communications, Social Media, Project Management, Adobe Creative Suite, Photoshop, Mac, Final Cut Pro, Copywriting, Broadcast, Management, Television, Post Production, Multimedia, Superior Client Service, Creative Solutions, Creative Direction, Internal Communications, Corporate Communications, Creative Writing, Public Relations, Marketing, Photography, Leadership, Radio, Storytelling, Content Management, Social Media Marketing, Digital Media, Social Networking, Newsletters, Facebook, Online Marketing, Technical Writing, Strategic Communications, Email Marketing, Integrated Marketing, Media Relations, Content Strategy, Digital Marketing
Education
Slippery Rock University of Pennsylvania 1997 — 1999
Masters, English
Grove City College 1982 — 1986
BA, Communication Arts
Wells Fargo Advisors May 2012 - Present
Wells Fargo Advisors May 2006 - May 2012
Metro Productions December 1994 - May 2006
WTVR-TV March 1990 - June 1994
United States Marine Corps January 1984 - January 1990
Skills
Editing, Video Production, Video, Video Editing, Advertising, Marketing Communications, Social Media, Project Management, Adobe Creative Suite, Photoshop, Mac, Final Cut Pro, Copywriting, Broadcast, Management, Television, Post Production, Multimedia, Superior Client Service, Creative Solutions, Creative Direction, Internal Communications, Corporate Communications, Creative Writing, Public Relations, Marketing, Photography, Leadership, Radio, Storytelling, Content Management, Social Media Marketing, Digital Media, Social Networking, Newsletters, Facebook, Online Marketing, Technical Writing, Strategic Communications, Email Marketing, Integrated Marketing, Media Relations, Content Strategy, Digital Marketing
Education
Slippery Rock University of Pennsylvania 1997 — 1999
Masters, English
Grove City College 1982 — 1986
BA, Communication Arts
Chuck Pope Chuck Pope's Wells Fargo Advisors Experience 2007 - 2009
Job President at Pope Capital LLC
Industry Financial Services
Experience
Pope Capital LLC 2009 - Present
Wells Fargo Advisors 2007 - 2009
SunTrust Investment Services 2004 - 2007
Merrill Lynch Investment Managers 1999 - 2001
Beaulieu Of America 1994 - 1998
Skills
Wealth Management, Investments, Equities, Securities, Strategic Financial..., Trading, Retirement Planning, Swing Trading, Estate Planning, Life Insurance, Long Term Care Insurance, 401k, Fixed Income, Mergers & Acquisitions, Alternative Investments, Finance, ETFs, Series 24, Retirement, Risk Management, Hedge Funds, Financial Analysis, Technical Analysis, FINRA, Capital Markets, Investment Management, Financial Services, Stocks
Education
Georgia Institute of Technology 1989 — 1993
BS, MANAGEMENT
Georgia Institute of Technology 1970 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Roswell High School 1984 — 1988
Required, Required
Pope Capital LLC 2009 - Present
Wells Fargo Advisors 2007 - 2009
SunTrust Investment Services 2004 - 2007
Merrill Lynch Investment Managers 1999 - 2001
Beaulieu Of America 1994 - 1998
Skills
Wealth Management, Investments, Equities, Securities, Strategic Financial..., Trading, Retirement Planning, Swing Trading, Estate Planning, Life Insurance, Long Term Care Insurance, 401k, Fixed Income, Mergers & Acquisitions, Alternative Investments, Finance, ETFs, Series 24, Retirement, Risk Management, Hedge Funds, Financial Analysis, Technical Analysis, FINRA, Capital Markets, Investment Management, Financial Services, Stocks
Education
Georgia Institute of Technology 1989 — 1993
BS, MANAGEMENT
Georgia Institute of Technology 1970 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Roswell High School 1984 — 1988
Required, Required
Miller Smyth Miller Smyth's Wells Fargo Advisors Experience January 2014 - Present
Job Senior Implementation Consultant; Change Coordinator at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors October 2012 - January 2014
Logical Advantage, LLC March 2012 - October 2012
Wells Fargo Advisors March 2011 - March 2012
Wells Fargo Bank September 2010 - February 2011
Bank of America July 2005 - July 2010
Trammell Crow Company 2002 - 2004
Skills
SDLC, Business Analysis, Requirements Analysis, SharePoint, Business Intelligence, Business Requirements, Process Improvement, Requirements Gathering, PMO, Waterfall, PMP, Software Project..., Integration, Business Process..., Agile Methodologies, Project Portfolio..., IT Strategy, Business Process, Data Warehousing
Education
Hampden-Sydney College 1984 — 1988
BA, Managerial Economics
Hardaway High School 1982 — 1984
Myers Park High School 1981 — 1982
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors October 2012 - January 2014
Logical Advantage, LLC March 2012 - October 2012
Wells Fargo Advisors March 2011 - March 2012
Wells Fargo Bank September 2010 - February 2011
Bank of America July 2005 - July 2010
Trammell Crow Company 2002 - 2004
Skills
SDLC, Business Analysis, Requirements Analysis, SharePoint, Business Intelligence, Business Requirements, Process Improvement, Requirements Gathering, PMO, Waterfall, PMP, Software Project..., Integration, Business Process..., Agile Methodologies, Project Portfolio..., IT Strategy, Business Process, Data Warehousing
Education
Hampden-Sydney College 1984 — 1988
BA, Managerial Economics
Hardaway High School 1982 — 1984
Myers Park High School 1981 — 1982
Britt Tucker Britt Tucker's Wells Fargo Advisors Experience 2010 - 2013
Job Financial Advisor
Industry Financial Services
Experience
Leadership Huntsville/Madison County 2012 - 2013
Wells Fargo Advisors 2010 - 2013
REO SERVICES 2008 - 2010
Air Repair Enterprises 1996 - 2008
Smith Barney August 2004 - December 2004
Skills
Investments, Alternative Investments, Portfolio Management, Options, Asset Managment, Fixed Annuities, Equities, Securities, Managed Futures, Bonds, Fixed Income, Options Strategies, Finance, Trading, Financial Markets, Hedge Funds, Derivatives, Strategic Investment...
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2004
Master of Business Administration (M.B.A.), Finance
Georgia State University 2000 — 2003
Bachelor of Science (B.S.), Computer Science
Leadership Huntsville/Madison County 2012 - 2013
Wells Fargo Advisors 2010 - 2013
REO SERVICES 2008 - 2010
Air Repair Enterprises 1996 - 2008
Smith Barney August 2004 - December 2004
Skills
Investments, Alternative Investments, Portfolio Management, Options, Asset Managment, Fixed Annuities, Equities, Securities, Managed Futures, Bonds, Fixed Income, Options Strategies, Finance, Trading, Financial Markets, Hedge Funds, Derivatives, Strategic Investment...
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2004
Master of Business Administration (M.B.A.), Finance
Georgia State University 2000 — 2003
Bachelor of Science (B.S.), Computer Science
Liz Updike's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Skills
Fixed Annuities, Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Series 6, Investments, Financial Services, IRAs, Insurance, Series 65, Variable Annuities, Financial Advisory, Wealth, Strategic Financial..., Investment Advisory, Asset Management, Hedge Funds, Business Development, Finance, Investment Strategies, Alternative Investments, Securities, Financial Planners, FINRA, Strategy, Wealth Management..., Life Insurance, Portfolio Management, Small Business, ETFs, 401k Rollovers, Estate Planning, Equities, Investment Management
Education
Georgia State University 1979 — 1983
BBA, Finance
Wells Fargo Advisors January 2015 - Present
Skills
Fixed Annuities, Series 63, Series 7, Mutual Funds, Retirement Planning, 401k, Series 6, Investments, Financial Services, IRAs, Insurance, Series 65, Variable Annuities, Financial Advisory, Wealth, Strategic Financial..., Investment Advisory, Asset Management, Hedge Funds, Business Development, Finance, Investment Strategies, Alternative Investments, Securities, Financial Planners, FINRA, Strategy, Wealth Management..., Life Insurance, Portfolio Management, Small Business, ETFs, 401k Rollovers, Estate Planning, Equities, Investment Management
Education
Georgia State University 1979 — 1983
BBA, Finance
Kelvin Terrell's Wells Fargo Advisors Experience January 2012 - June 2012
Job Actor and Author
Industry Entertainment
Experience
Film Actor June 2012 - Present
Wells Fargo Advisors January 2012 - June 2012
Southeast Boy Productions: Anacostia Season 3 2011 - 2012
Wells Fargo April 2011 - December 2011
M&T Bank July 2006 - April 2011
The Campagna Center May 2004 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Budget, Teaching, HTML, Acting
Education
Hampton University 2002 — 2006
Bachelor of Science (BS), Accounting
Film Actor June 2012 - Present
Wells Fargo Advisors January 2012 - June 2012
Southeast Boy Productions: Anacostia Season 3 2011 - 2012
Wells Fargo April 2011 - December 2011
M&T Bank July 2006 - April 2011
The Campagna Center May 2004 - August 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Budget, Teaching, HTML, Acting
Education
Hampton University 2002 — 2006
Bachelor of Science (BS), Accounting
Tom Greaser CFP® Tom Greaser CFP®'s Wells Fargo Advisors Experience August 2004 - Present
Job Senior Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2004 - Present
Education
Georgetown University
Bachelor of Applied Science (B.A.Sc.), Finance, General
Wells Fargo Advisors August 2004 - Present
Education
Georgetown University
Bachelor of Applied Science (B.A.Sc.), Finance, General
Ron Goveia, PMP Ron Goveia, PMP's Wells Fargo Advisors Experience September 1997 - February 2011
Job Project Management Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2011 - Present
Wells Fargo Advisors September 1997 - February 2011
Education
Greenville College
B.S., Organizational Leadership
Wells Fargo February 2011 - Present
Wells Fargo Advisors September 1997 - February 2011
Education
Greenville College
B.S., Organizational Leadership
Stephen Bauer Stephen Bauer's Wells Fargo Advisors Experience March 2010 - August 2010
Job AVP, Credit at Barclays
Industry Financial Services
Experience
Barclays November 2013 - Present
New York & New Jersey Bar Examinations May 2013 - August 2013
Knight Capital Group June 2012 - August 2012
Wells Fargo Advisors March 2010 - August 2010
Major League Lacrosse/Chicago Machine June 2009 - August 2010
Education
Seton Hall University School of Law 2010 — 2013
JD, Corporate Finance/Distressed Debt
Georgetown University 2005 — 2009
Government, Political
Barclays November 2013 - Present
New York & New Jersey Bar Examinations May 2013 - August 2013
Knight Capital Group June 2012 - August 2012
Wells Fargo Advisors March 2010 - August 2010
Major League Lacrosse/Chicago Machine June 2009 - August 2010
Education
Seton Hall University School of Law 2010 — 2013
JD, Corporate Finance/Distressed Debt
Georgetown University 2005 — 2009
Government, Political
Todd Spain Todd Spain's Wells Fargo Advisors Experience January 2010 - January 2011
Job Sales Team Manager at Belk
Industry Retail
Experience
Belk 2014 - Present
Burlington Coat Factory 2012 - 2014
Information Planning and Management Services, Inc January 2011 - January 2012
Wells Fargo Advisors January 2010 - January 2011
Wal-Mart Stores, Inc January 2004 - January 2010
Atlanta Beer Garten January 1998 - January 2002
Skills
Microsoft Excel, Microsoft Word, JDA, Microsoft Exchange, Microsoft Office
Education
Kennesaw State University
Bachelor of Science (B.S.), Psychology, 3.5
Georgia Southern University
The University of Georgia
Belk 2014 - Present
Burlington Coat Factory 2012 - 2014
Information Planning and Management Services, Inc January 2011 - January 2012
Wells Fargo Advisors January 2010 - January 2011
Wal-Mart Stores, Inc January 2004 - January 2010
Atlanta Beer Garten January 1998 - January 2002
Skills
Microsoft Excel, Microsoft Word, JDA, Microsoft Exchange, Microsoft Office
Education
Kennesaw State University
Bachelor of Science (B.S.), Psychology, 3.5
Georgia Southern University
The University of Georgia
Kelly Brown, CPA Kelly Brown, CPA's Wells Fargo Advisors Experience November 2004 - February 2009
Job Senior Accountant, Second VP at Northern Trust
Industry Financial Services
Experience
Northern Trust August 2010 - Present
MF Global February 2009 - August 2010
Wells Fargo Advisors November 2004 - February 2009
A.G. Edwards & Sons, Inc. May 2000 - November 2004
Skills
Internal Controls, Accounting, Account Reconciliation, General Ledger, Auditing, Finance, Mergers & Acquisitions, CPA, Sarbanes-Oxley Act, GAAP, PeopleSoft, Variance Analysis, Process Improvement, Analysis, Financial Statements, Consolidation, Journal Entries, Investments
Education
Southern Illinois University, Edwardsville 2003 — 2005
Master's Degree, Masters of Science in Accountancy
Greenville College 1996 — 2000
Bachelor's Degree, Accounting
Northern Trust August 2010 - Present
MF Global February 2009 - August 2010
Wells Fargo Advisors November 2004 - February 2009
A.G. Edwards & Sons, Inc. May 2000 - November 2004
Skills
Internal Controls, Accounting, Account Reconciliation, General Ledger, Auditing, Finance, Mergers & Acquisitions, CPA, Sarbanes-Oxley Act, GAAP, PeopleSoft, Variance Analysis, Process Improvement, Analysis, Financial Statements, Consolidation, Journal Entries, Investments
Education
Southern Illinois University, Edwardsville 2003 — 2005
Master's Degree, Masters of Science in Accountancy
Greenville College 1996 — 2000
Bachelor's Degree, Accounting
Aksana Piasetskaya Aksana Piasetskaya's Wells Fargo Advisors Experience October 2006 - April 2010
Job Management Consultant at PwC
Industry Management Consulting
Experience
PwC July 2014 - Present
PwC August 2012 - June 2014
McKesson 2011 - 2011
Wells Fargo Advisors October 2006 - April 2010
Morgan Stanley 2005 - 2006
Skills
Business Analytics, Innovation Management, Project Portfolio..., Business Planning, Venture Capital, Mergers & Acquisitions, Start-ups, Entrepreneurship, Management, Leadership, Financial Services, Acquisition Integration, Banking, IT Strategy, New Business Development, Financial Analysis, Analytics, Business Strategy, Financial Modeling, Strategy
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
Business Administration
Belarusian State Technological University 1996 — 2000
PwC July 2014 - Present
PwC August 2012 - June 2014
McKesson 2011 - 2011
Wells Fargo Advisors October 2006 - April 2010
Morgan Stanley 2005 - 2006
Skills
Business Analytics, Innovation Management, Project Portfolio..., Business Planning, Venture Capital, Mergers & Acquisitions, Start-ups, Entrepreneurship, Management, Leadership, Financial Services, Acquisition Integration, Banking, IT Strategy, New Business Development, Financial Analysis, Analytics, Business Strategy, Financial Modeling, Strategy
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
Business Administration
Belarusian State Technological University 1996 — 2000
William R. Giddens William R. Giddens's Wells Fargo Advisors Experience April 2014 - Present
Job Asst Vice PresidentArea Sales Manager at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors April 2011 - Present
Strategic Planning Group February 2008 - March 2011
Mass Mutual Financial Group July 2007 - February 2008
Skills
Series 7, Investments, Securities, Series 63, Retirement Planning, Mutual Funds, Financial Services, Insurance, Portfolio Management, Retirement, Financial Analysis, Series 6, Estate Planning, Strategic Financial..., Fixed Annuities, Financial Advisory, Finance, Life Insurance
Education
Georgia State University 2006 — 2010
BS, Political Science & Economics
Georgia State University
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors April 2011 - Present
Strategic Planning Group February 2008 - March 2011
Mass Mutual Financial Group July 2007 - February 2008
Skills
Series 7, Investments, Securities, Series 63, Retirement Planning, Mutual Funds, Financial Services, Insurance, Portfolio Management, Retirement, Financial Analysis, Series 6, Estate Planning, Strategic Financial..., Fixed Annuities, Financial Advisory, Finance, Life Insurance
Education
Georgia State University 2006 — 2010
BS, Political Science & Economics
Georgia State University
Jean O'Connell Jean O'Connell's Wells Fargo Advisors Experience 2004 - 2007
Job Senior Marketing Professional
Industry Financial Services
Experience
Wells Fargo September 2012 - February 2015
Franklin Templeton Investments April 2013 - November 2013
iShares 2009 - 2011
Wells Fargo 2007 - 2009
Wells Fargo Advisors 2004 - 2007
Wells Fargo 1996 - 2004
Skills
Digital Marketing, SEM, Strategy, Integrated Marketing, Online Marketing, Marketing Strategy, Product Management, Lead Generation, Financial Services, Multi-channel Marketing, Management, Marketing, Analytics, Marketing Communications, Copywriting, Product Marketing, Advertising, Direct Marketing, B2B
Education
Golden Gate University
Master of Business Administration (MBA), Marketing
Platt College
Certificate, Graphic Design
San Francisco State University, College of Business
Bachelor of Science (B.S.), Marketing
Wells Fargo September 2012 - February 2015
Franklin Templeton Investments April 2013 - November 2013
iShares 2009 - 2011
Wells Fargo 2007 - 2009
Wells Fargo Advisors 2004 - 2007
Wells Fargo 1996 - 2004
Skills
Digital Marketing, SEM, Strategy, Integrated Marketing, Online Marketing, Marketing Strategy, Product Management, Lead Generation, Financial Services, Multi-channel Marketing, Management, Marketing, Analytics, Marketing Communications, Copywriting, Product Marketing, Advertising, Direct Marketing, B2B
Education
Golden Gate University
Master of Business Administration (MBA), Marketing
Platt College
Certificate, Graphic Design
San Francisco State University, College of Business
Bachelor of Science (B.S.), Marketing
Chiu-Fong Wu Chiu-Fong Wu's Wells Fargo Advisors Experience February 2000 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2000 - Present
Prudential Financial 1999 - 2004
Prudential Insurance 1987 - 1999
Skills
Investments, Financial Advisory, Retirement Planning, Financial Services, Finance, Life Insurance, Training, Mutual Funds, Asset Allocation, Retirement, Investment Planning
Education
Golden Gate University 2003 — 2005
Certificate, Financial Planning
National Taiwan University 1965 — 1970
Nursing
Wells Fargo Advisors February 2000 - Present
Prudential Financial 1999 - 2004
Prudential Insurance 1987 - 1999
Skills
Investments, Financial Advisory, Retirement Planning, Financial Services, Finance, Life Insurance, Training, Mutual Funds, Asset Allocation, Retirement, Investment Planning
Education
Golden Gate University 2003 — 2005
Certificate, Financial Planning
National Taiwan University 1965 — 1970
Nursing
Douglas Birk Douglas Birk's Wells Fargo Advisors Experience June 2000 - June 2012
Job Associate Attorney at Miller & Stevens, P.A.
Industry Judiciary
Experience
Miller & Stevens, P.A. May 2015 - Present
State of Minnesota June 2012 - Present
St. Michael-Albertville School District (#885) January 2006 - Present
Wells Fargo Advisors June 2000 - June 2012
Vogel Law Firm May 2011 - August 2011
KRWC January 2007 - November 2008
Skills
Westlaw, Lexis-Nexis, MNCIS, Microsoft Office, Microsoft Word, Microsoft Excel, Bluebook, Courts, Legal Writing, Legal Research, Litigation
Education
Hamline University School of Law 2008 — 2012
Judicial Doctorate; Summa Cum Laude, 3.78/ 4.0 (top 5 %)
The University of South Dakota 1990 — 1994
Bachelor of Arts (B.A.); cum laude, Political Science and History, 3.9/4.0
University of Minnesota-Twin Cities 2002 — 2003
Masters in Business Administration, 4.0
Miller & Stevens, P.A. May 2015 - Present
State of Minnesota June 2012 - Present
St. Michael-Albertville School District (#885) January 2006 - Present
Wells Fargo Advisors June 2000 - June 2012
Vogel Law Firm May 2011 - August 2011
KRWC January 2007 - November 2008
Skills
Westlaw, Lexis-Nexis, MNCIS, Microsoft Office, Microsoft Word, Microsoft Excel, Bluebook, Courts, Legal Writing, Legal Research, Litigation
Education
Hamline University School of Law 2008 — 2012
Judicial Doctorate; Summa Cum Laude, 3.78/ 4.0 (top 5 %)
The University of South Dakota 1990 — 1994
Bachelor of Arts (B.A.); cum laude, Political Science and History, 3.9/4.0
University of Minnesota-Twin Cities 2002 — 2003
Masters in Business Administration, 4.0
Todd Krough Todd Krough's Wells Fargo Advisors Experience January 1990 - December 1992
Job Vice President, Financial Advisor
Industry Financial Services
Experience
Bernstein Private Wealth Management July 2014 - Present
Fidelity Investments December 1992 - July 2014
Wells Fargo Advisors January 1990 - December 1992
Ameriprise Financial October 1987 - December 1989
Education
Gustavus Adolphus College 1981 — 1985
Bachelor of Arts, Business Administration
Minnetonka High
Bernstein Private Wealth Management July 2014 - Present
Fidelity Investments December 1992 - July 2014
Wells Fargo Advisors January 1990 - December 1992
Ameriprise Financial October 1987 - December 1989
Education
Gustavus Adolphus College 1981 — 1985
Bachelor of Arts, Business Administration
Minnetonka High
Elton Allen Elton Allen's Wells Fargo Advisors Experience July 2014 - January 2015
Job Senior Sales Representative at Boost Mobile
Industry Religious Institutions
Experience
Church January 2000 - Present
Wells Fargo Advisors July 2014 - January 2015
World Wide Technology January 2014 - June 2014
Boost Mobile August 2010 - March 2013
Skills
Clerical Skills, Office Administration, Networking, Brokerage, Human Resources, Public Speaking, Project Management
Education
Greenville College 2004 — 2007
Bachelor's degree, Music business
Mascoutah Community High School 2001 — 2005
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Church January 2000 - Present
Wells Fargo Advisors July 2014 - January 2015
World Wide Technology January 2014 - June 2014
Boost Mobile August 2010 - March 2013
Skills
Clerical Skills, Office Administration, Networking, Brokerage, Human Resources, Public Speaking, Project Management
Education
Greenville College 2004 — 2007
Bachelor's degree, Music business
Mascoutah Community High School 2001 — 2005
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Matthew Chavis Matthew Chavis's Wells Fargo Advisors Experience September 2014 - Present
Job Finance
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
People's National Bank October 2013 - July 2014
AXA Equitable January 2013 - September 2013
Skills
Customer Service, Insurance, Team Leadership, Organizational..., Project Management, Team Management, Close Attention to..., Relationship Management, Data Analysis, French to English, English to French, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Outlook, Windows, Financial Services, Stock Market, Retirement Planning, Series 7, Series 63, Financial Analysis, Analysis, Leadership, Sales, Investments
Education
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2012 — 2012
International Relations and Affairs
Virginia Tech 2009 — 2012
Bachelor of Arts (B.A.), International Business
Wells Fargo Advisors September 2014 - Present
People's National Bank October 2013 - July 2014
AXA Equitable January 2013 - September 2013
Skills
Customer Service, Insurance, Team Leadership, Organizational..., Project Management, Team Management, Close Attention to..., Relationship Management, Data Analysis, French to English, English to French, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Outlook, Windows, Financial Services, Stock Market, Retirement Planning, Series 7, Series 63, Financial Analysis, Analysis, Leadership, Sales, Investments
Education
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2012 — 2012
International Relations and Affairs
Virginia Tech 2009 — 2012
Bachelor of Arts (B.A.), International Business
Alaina Daner Alaina Daner's Wells Fargo Advisors Experience July 2005 - August 2009
Job Regional Sales Manager at Tremor Video
Industry Online Media
Experience
Tremor Video June 2014 - Present
Mindshare June 2013 - June 2014
Carroll White Advertising June 2012 - May 2013
Lifetime Fitness July 2009 - March 2012
Wells Fargo Advisors July 2005 - August 2009
Skills
Advertising, Strategic Planning, Sales, Social Media Marketing, Event Planning, Marketing, Social Media, Project Management, Management, CRM, Customer Service, Marketing Communications, Email Marketing, Account Management, Analysis, Leadership, Digital Strategy, Digital Media
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
BBA, Marketing, GPA 3.97
The University of Georgia 2007 — 2008
Tremor Video June 2014 - Present
Mindshare June 2013 - June 2014
Carroll White Advertising June 2012 - May 2013
Lifetime Fitness July 2009 - March 2012
Wells Fargo Advisors July 2005 - August 2009
Skills
Advertising, Strategic Planning, Sales, Social Media Marketing, Event Planning, Marketing, Social Media, Project Management, Management, CRM, Customer Service, Marketing Communications, Email Marketing, Account Management, Analysis, Leadership, Digital Strategy, Digital Media
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
BBA, Marketing, GPA 3.97
The University of Georgia 2007 — 2008
Kirby C. Smith, JD, MBA Kirby C. Smith, JD, MBA's Wells Fargo Advisors Experience January 2004 - October 2011
Job Financial Advisor, Vice President, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2011 - Present
Loyola University Maryland January 2006 - Present
Wells Fargo Advisors January 2004 - October 2011
Morgan Stanley January 1998 - January 2004
Alex. Brown & Sons January 1979 - January 1998
Education
University of Baltimore School of Law 1975 — 1979
J.D, Law
The George Washington University 1974 — 1975
Masters of Business Administration, Finance & Investments
Georgetown University 1970 — 1974
B.S.B.A, Finance
Ameriprise Financial Services, Inc. 2011 - Present
Loyola University Maryland January 2006 - Present
Wells Fargo Advisors January 2004 - October 2011
Morgan Stanley January 1998 - January 2004
Alex. Brown & Sons January 1979 - January 1998
Education
University of Baltimore School of Law 1975 — 1979
J.D, Law
The George Washington University 1974 — 1975
Masters of Business Administration, Finance & Investments
Georgetown University 1970 — 1974
B.S.B.A, Finance
Chad R. Bester, CFP® Chad R. Bester, CFP®'s Wells Fargo Advisors Experience June 2002 - Present
Job
Industry Investment Management
Experience
Wells Fargo Advisors June 2002 - Present
Wells Fargo Advisors May 1999 - June 2002
Skills
Investments, Finance, Asset Allocation, Insurance, Retirement Planning, Investment Portfolio, High Net Worth..., Investment Strategies, Financial Services, Financial Advisory, Retirement, Equities, Mutual Funds, Alternative Investments, Securities, Strategic Planning, investment planning
Education
Hamline University 1998 — 2002
Bachelor's Degree, Economics and Management
Mounds View High School
Wells Fargo Advisors June 2002 - Present
Wells Fargo Advisors May 1999 - June 2002
Skills
Investments, Finance, Asset Allocation, Insurance, Retirement Planning, Investment Portfolio, High Net Worth..., Investment Strategies, Financial Services, Financial Advisory, Retirement, Equities, Mutual Funds, Alternative Investments, Securities, Strategic Planning, investment planning
Education
Hamline University 1998 — 2002
Bachelor's Degree, Economics and Management
Mounds View High School
sanchez powell sanchez powell's Wells Fargo Advisors Experience August 2012 - May 2013
Job Fraud Analyst II
Industry Financial Services
Experience
Bank of America March 2015 - Present
Guaranty Bank/ Best Bank April 2014 - March 2015
SunTrust Bank December 2013 - February 2014
Wells Fargo Financial May 2013 - November 2013
Wells Fargo Advisors August 2012 - May 2013
Macy's June 2012 - August 2012
Skills
Retail Banking, Residential Mortgages, Life Insurance, Mortgage Lending, Portfolio Management, Series 63, Equities, Mortgage Banking, Small Business Lending, Commercial Banking, Asset Management, Investment Advisory, Risk Management, Commercial Lending, Fixed Annuities, Strategic Planning
Education
Herzing University-Atlanta 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Georgia State University 1999 — 2003
Bachelor of Business Administration (B.B.A.)
redan high school 1995 — 1999
academic, Sociology
Bank of America March 2015 - Present
Guaranty Bank/ Best Bank April 2014 - March 2015
SunTrust Bank December 2013 - February 2014
Wells Fargo Financial May 2013 - November 2013
Wells Fargo Advisors August 2012 - May 2013
Macy's June 2012 - August 2012
Skills
Retail Banking, Residential Mortgages, Life Insurance, Mortgage Lending, Portfolio Management, Series 63, Equities, Mortgage Banking, Small Business Lending, Commercial Banking, Asset Management, Investment Advisory, Risk Management, Commercial Lending, Fixed Annuities, Strategic Planning
Education
Herzing University-Atlanta 2001 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Georgia State University 1999 — 2003
Bachelor of Business Administration (B.B.A.)
redan high school 1995 — 1999
academic, Sociology
Jordan Blum Jordan Blum's Wells Fargo Advisors Experience June 2011 - August 2011
Job J. Mack Robinson College of Business
Industry Marketing and Advertising
Experience
No Limit Marketing and Advertising January 2014 - August 2014
Wells Fargo Advisors June 2011 - August 2011
Starbucks June 2009 - August 2010
Skills
Administrative..., Customer Service, Telephone Skills, Filing, Social Media, PowerPoint, Microsoft Office, Facebook, Time Management, Microsoft Word, Microsoft Excel, Teamwork, Event Planning, Marketing, Social Networking, Administrative...
Education
Georgia State University 2015 — 2015
Master’s Degree, Marketing
University of South Florida 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
No Limit Marketing and Advertising January 2014 - August 2014
Wells Fargo Advisors June 2011 - August 2011
Starbucks June 2009 - August 2010
Skills
Administrative..., Customer Service, Telephone Skills, Filing, Social Media, PowerPoint, Microsoft Office, Facebook, Time Management, Microsoft Word, Microsoft Excel, Teamwork, Event Planning, Marketing, Social Networking, Administrative...
Education
Georgia State University 2015 — 2015
Master’s Degree, Marketing
University of South Florida 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
David Hannibal David Hannibal's Wells Fargo Advisors Experience May 2009 - August 2009
Job Global Channel Partners at FactSet
Industry Financial Services
Experience
FactSet May 2015 - Present
FactSet Research Systems February 2013 - May 2015
FactSet Research Systems June 2011 - February 2013
Symons Capital Management May 2010 - August 2010
Wells Fargo Advisors May 2009 - August 2009
Skills
Bloomberg, FactSet, Thompson One, Data Analysis, Financial Modeling, Economics, Portfolio Management, Perl, VBA, SQL, VMS, Microsoft Office, Advent, INDATA, File Transfer, FTP, SFTP
Education
Stanford University 2013 — 2013
Databases Class, Computer Science, Pass
Grove City College 2007 — 2010
B.A, Economics
FactSet May 2015 - Present
FactSet Research Systems February 2013 - May 2015
FactSet Research Systems June 2011 - February 2013
Symons Capital Management May 2010 - August 2010
Wells Fargo Advisors May 2009 - August 2009
Skills
Bloomberg, FactSet, Thompson One, Data Analysis, Financial Modeling, Economics, Portfolio Management, Perl, VBA, SQL, VMS, Microsoft Office, Advent, INDATA, File Transfer, FTP, SFTP
Education
Stanford University 2013 — 2013
Databases Class, Computer Science, Pass
Grove City College 2007 — 2010
B.A, Economics
Turner Trapp Turner Trapp's Wells Fargo Advisors Experience June 2010 - August 2010
Job Student at Hamilton College
Industry Real Estate
Experience
Sefri-Cime June 2014 - July 2014
Hamilton College June 2013 - August 2013
Material Mix LLC June 2012 - August 2012
The Show-Me Institute June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Calculus, Writing, Statistical Data..., French, Oral Communication, Leadership, Microsoft Office, Blogging, Marketing
Education
Hamilton College 2011 — 2015
Bachelor's Degree, Mathematics and French
John Burroughs School 2005 — 2011
Sefri-Cime June 2014 - July 2014
Hamilton College June 2013 - August 2013
Material Mix LLC June 2012 - August 2012
The Show-Me Institute June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Calculus, Writing, Statistical Data..., French, Oral Communication, Leadership, Microsoft Office, Blogging, Marketing
Education
Hamilton College 2011 — 2015
Bachelor's Degree, Mathematics and French
John Burroughs School 2005 — 2011
Jon Sisson Jon Sisson's Wells Fargo Advisors Experience May 2009 - June 2015
Job Senior Investment Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors May 2009 - June 2015
Wachovia Securities March 2003 - May 2009
Edward Jones August 1999 - March 2003
Skills
Retirement Planning, Asset Allocation, Income for Life, Investments, Portfolio Management, College Education..., Wealth Management...
Education
Georgia College and State University 1992 — 1996
Bachelor of Science (B.S.), Junior High/Intermediate/Middle School Education and Teaching
Raymond James Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors May 2009 - June 2015
Wachovia Securities March 2003 - May 2009
Edward Jones August 1999 - March 2003
Skills
Retirement Planning, Asset Allocation, Income for Life, Investments, Portfolio Management, College Education..., Wealth Management...
Education
Georgia College and State University 1992 — 1996
Bachelor of Science (B.S.), Junior High/Intermediate/Middle School Education and Teaching
John Rupp John Rupp's Wells Fargo Advisors Experience May 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
McAdam Financially Advanced™ January 2015 - May 2015
McAdam Financially Advanced™ July 2014 - January 2015
Foundation for Sustainable Development June 2013 - August 2013
Landon Boys Day Camp 2010 - 2012
Landon Boys Day Camp 2007 - 2009
Montgomery County Judicial Center June 2006 - August 2006
Skills
Public Speaking, PowerPoint, Social Media, Event Planning, Hunting, Leadership, Microsoft Excel, Research, Social Networking
Education
Gettysburg College 2010 — 2014
Bachelor of Arts (B.A.), Organizational Management Studies
Wells Fargo Advisors May 2015 - Present
McAdam Financially Advanced™ January 2015 - May 2015
McAdam Financially Advanced™ July 2014 - January 2015
Foundation for Sustainable Development June 2013 - August 2013
Landon Boys Day Camp 2010 - 2012
Landon Boys Day Camp 2007 - 2009
Montgomery County Judicial Center June 2006 - August 2006
Skills
Public Speaking, PowerPoint, Social Media, Event Planning, Hunting, Leadership, Microsoft Excel, Research, Social Networking
Education
Gettysburg College 2010 — 2014
Bachelor of Arts (B.A.), Organizational Management Studies
Kristine Flaherty Kristine Flaherty's Wells Fargo Advisors Experience September 2014 - Present
Job Technical Analyst at Wells Fargo Advisors
Industry Computer Software
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors July 2013 - September 2014
Federal Reserve Bank of Minneapolis December 2012 - July 2013
Wells Fargo Advisors May 2011 - February 2012
Delta Air Lines August 2010 - May 2011
Ameriprise Financial May 2010 - August 2010
Wells Fargo Advisors September 2005 - May 2010
MoneyGram International May 2005 - September 2005
Target June 2004 - May 2005
American Express June 1998 - June 2004
Skills
Software Quality..., SDLC, User Acceptance Testing, Agile Methodologies, Quality Center, Business Analysis, Quality Assurance, Testing, Requirements Analysis, SharePoint, Test Planning, Software Development, Visio, Vendor Management, Requirements Gathering, Data Warehousing, Software Documentation, MS Project
Education
Hamline University 1994 — 1998
BA, Physics & Mathematics
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors July 2013 - September 2014
Federal Reserve Bank of Minneapolis December 2012 - July 2013
Wells Fargo Advisors May 2011 - February 2012
Delta Air Lines August 2010 - May 2011
Ameriprise Financial May 2010 - August 2010
Wells Fargo Advisors September 2005 - May 2010
MoneyGram International May 2005 - September 2005
Target June 2004 - May 2005
American Express June 1998 - June 2004
Skills
Software Quality..., SDLC, User Acceptance Testing, Agile Methodologies, Quality Center, Business Analysis, Quality Assurance, Testing, Requirements Analysis, SharePoint, Test Planning, Software Development, Visio, Vendor Management, Requirements Gathering, Data Warehousing, Software Documentation, MS Project
Education
Hamline University 1994 — 1998
BA, Physics & Mathematics
Billy Fisher's Wells Fargo Advisors Experience February 2009 - August 2010
Job Strategic Digital Marketing Specialist | Core Capability in Analytics, Communications & Developing Creative Solutions
Industry Marketing and Advertising
Experience
Wake Forest University August 2013 - May 2015
Liberty Hardware June 2014 - August 2014
The Trust Company of Virginia August 2010 - July 2013
Wells Fargo Advisors February 2009 - August 2010
Wells Fargo Advisors May 2007 - February 2009
Wells Fargo Advisors March 2006 - May 2007
Skills
Research, Portfolio Management, Management, Strategy, Risk Management, Analytics, Strategic Planning, Project Management, Account Reconciliation, Process Improvement, Training, Event Planning, Business Strategy, Competitive Analysis, Social Media, Marketing, Data Analysis, Marketing Strategy, Microsoft Office, Financial Analysis, Social Media Marketing, Public Speaking, Leadership, Business Development, Team Management, Financial Planning, Customer Service, Account Management, Fraud Analysis, Relationship Management, Marketing Communications, Public Relations, Organizational..., Copywriting
Education
Wake Forest University 2013 — 2015
Master of Business Administration (MBA), Marketing
Hampden-Sydney College 2000 — 2004
Bachelor's degree, History, 3.44
Hotchkiss 1998 — 2000
International Relations and Affairs
Wake Forest University August 2013 - May 2015
Liberty Hardware June 2014 - August 2014
The Trust Company of Virginia August 2010 - July 2013
Wells Fargo Advisors February 2009 - August 2010
Wells Fargo Advisors May 2007 - February 2009
Wells Fargo Advisors March 2006 - May 2007
Skills
Research, Portfolio Management, Management, Strategy, Risk Management, Analytics, Strategic Planning, Project Management, Account Reconciliation, Process Improvement, Training, Event Planning, Business Strategy, Competitive Analysis, Social Media, Marketing, Data Analysis, Marketing Strategy, Microsoft Office, Financial Analysis, Social Media Marketing, Public Speaking, Leadership, Business Development, Team Management, Financial Planning, Customer Service, Account Management, Fraud Analysis, Relationship Management, Marketing Communications, Public Relations, Organizational..., Copywriting
Education
Wake Forest University 2013 — 2015
Master of Business Administration (MBA), Marketing
Hampden-Sydney College 2000 — 2004
Bachelor's degree, History, 3.44
Hotchkiss 1998 — 2000
International Relations and Affairs
Seth Jackson Seth Jackson's Wells Fargo Advisors Experience May 2008 - October 2011
Job Financial Advisor, Foster Klima & Company, Inc.
Industry Investment Banking
Experience
Foster Klima & Company June 2015 - Present
Securian Financial Group January 2015 - 2015
Dougherty & Company October 2011 - December 2013
Wells Fargo Advisors May 2008 - October 2011
USBancorp Investments January 2004 - May 2008
Skills
Series 7, Series 63, Series 65, series 66, Life & Health Insurance..., Wealth Management, Mutual Funds, Investments, Variable Annuities, Strategic Financial..., Financial Analysis, Municipal Bonds, Client Development, Cold Calling Experience, Finance
Education
Hamline University 1998 — 2002
Bachelor's degree, Finance/Management & Minor In Economics
Foster Klima & Company June 2015 - Present
Securian Financial Group January 2015 - 2015
Dougherty & Company October 2011 - December 2013
Wells Fargo Advisors May 2008 - October 2011
USBancorp Investments January 2004 - May 2008
Skills
Series 7, Series 63, Series 65, series 66, Life & Health Insurance..., Wealth Management, Mutual Funds, Investments, Variable Annuities, Strategic Financial..., Financial Analysis, Municipal Bonds, Client Development, Cold Calling Experience, Finance
Education
Hamline University 1998 — 2002
Bachelor's degree, Finance/Management & Minor In Economics
Tracy Marion Tracy Marion's Wells Fargo Advisors Experience January 2000 - August 2003
Job Attorney at Lanier Ford Shaver & Payne P.C.
Industry Law Practice
Experience
Lanier Ford Shaver & Payne P.C. March 2014 - Present
Smith Moore Leatherwood LLP November 2011 - March 2014
Shapiro Fussell Wedge & Martin, LLP October 2006 - November 2011
Wells Fargo Advisors January 2000 - August 2003
ING Investment Management January 1998 - January 2000
Skills
Litigation, Arbitration, Bankruptcy, Civil Litigation, Commercial Litigation, Corporate Law, Securities
Education
Samford University, Cumberland School of Law 2003 — 2006
Juris Doctorate, Law
Georgia State University
Bachelor of Arts (B.A.), Political Science
Lanier Ford Shaver & Payne P.C. March 2014 - Present
Smith Moore Leatherwood LLP November 2011 - March 2014
Shapiro Fussell Wedge & Martin, LLP October 2006 - November 2011
Wells Fargo Advisors January 2000 - August 2003
ING Investment Management January 1998 - January 2000
Skills
Litigation, Arbitration, Bankruptcy, Civil Litigation, Commercial Litigation, Corporate Law, Securities
Education
Samford University, Cumberland School of Law 2003 — 2006
Juris Doctorate, Law
Georgia State University
Bachelor of Arts (B.A.), Political Science
Dan Parish Dan Parish's Wells Fargo Advisors Experience November 2011 - August 2012
Job Operations Specialist Compliance Supervision AML/ Advisory Review, Series 7, 66 & 24
Industry Financial Services
Experience
Medium Sized Brokerage Firm March 2015 - Present
Medium Sized Brokerage Firm August 2012 - February 2015
Wells Fargo Advisors November 2011 - August 2012
Skills
WFA applications: Beta,..., Microsoft Applications
Education
Graceland University 2006 — 2011
Bachelor of Arts (BA), Economics
Medium Sized Brokerage Firm March 2015 - Present
Medium Sized Brokerage Firm August 2012 - February 2015
Wells Fargo Advisors November 2011 - August 2012
Skills
WFA applications: Beta,..., Microsoft Applications
Education
Graceland University 2006 — 2011
Bachelor of Arts (BA), Economics
Christian Caiazzo Christian Caiazzo's Wells Fargo Advisors Experience February 2013 - Present
Job Strategy Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Wells Fargo Advisors July 2011 - February 2013
Wells Fargo Advisors August 2010 - July 2011
Skills
VBA, SQL, Microsoft Office, Series 7, Microsoft Excel, Business Analysis, Financial Modeling, Finance, Financial Analysis, Corporate Finance
Education
Hampden-Sydney College 2006 — 2010
BA, Economics and Commerce
The London School of Economics and Political Science (LSE) 2009 — 2009
Financial Markets
Wells Fargo Advisors February 2013 - Present
Wells Fargo Advisors July 2011 - February 2013
Wells Fargo Advisors August 2010 - July 2011
Skills
VBA, SQL, Microsoft Office, Series 7, Microsoft Excel, Business Analysis, Financial Modeling, Finance, Financial Analysis, Corporate Finance
Education
Hampden-Sydney College 2006 — 2010
BA, Economics and Commerce
The London School of Economics and Political Science (LSE) 2009 — 2009
Financial Markets
Chase Roberts Chase Roberts's Wells Fargo Advisors Experience June 2015 - August 2015
Job Student at Georgia Institute of Technology
Industry
Experience
Georgia Tech Athletic Association August 2014 - Present
Wells Fargo Advisors June 2015 - August 2015
McKesson June 2014 - August 2014
Pioneer Rubber & Gasket May 2013 - July 2013
Skills
Sales, Customer Service, Public Relations, Sales Presentations, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Accounting, Financial Analysis, Recapitalizations, Investment Properties, Integrated Marketing, Template Creation, Database Administration, Public Speaking, Microsoft Office, Event Planning, Leadership
Education
Georgia Institute of Technology 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General
Greater Atlanta Christian School
Georgia Tech Athletic Association August 2014 - Present
Wells Fargo Advisors June 2015 - August 2015
McKesson June 2014 - August 2014
Pioneer Rubber & Gasket May 2013 - July 2013
Skills
Sales, Customer Service, Public Relations, Sales Presentations, Microsoft Excel, Microsoft Word, PowerPoint, Prezi, Accounting, Financial Analysis, Recapitalizations, Investment Properties, Integrated Marketing, Template Creation, Database Administration, Public Speaking, Microsoft Office, Event Planning, Leadership
Education
Georgia Institute of Technology 2012 — 2016
Bachelor of Science (BS), Business Administration and Management, General
Greater Atlanta Christian School
Lian Sigel-Kwong's Wells Fargo Advisors Experience February 2014 - Present
Job Client Associate at Zalayet Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Piedmont Avenue Consulting July 2013 - March 2014
Associated Students of the University of California January 2012 - June 2013
Education
Golden Gate University 2014 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General
University of California, Los Angeles 2011 — 2013
Economics, Junior
Piedmont High School
Wells Fargo Advisors February 2014 - Present
Piedmont Avenue Consulting July 2013 - March 2014
Associated Students of the University of California January 2012 - June 2013
Education
Golden Gate University 2014 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General
University of California, Los Angeles 2011 — 2013
Economics, Junior
Piedmont High School
Christina Mangine Christina Mangine's Wells Fargo Advisors Experience January 2012 - May 2012
Job Mortgage Processor at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo Home Mortgage July 2012 - November 2014
Wells Fargo Advisors January 2012 - May 2012
Minneapolis Financial Group June 2011 - December 2011
UBS June 2010 - August 2010
Holiday Inn Express June 2008 - August 2010
Skills
Vocal Performance, Customer Service, Microsoft Word, Outlook, Life Insurance, Organization
Education
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts, International Management
Hill-Murray School 2003 — 2007
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo Home Mortgage July 2012 - November 2014
Wells Fargo Advisors January 2012 - May 2012
Minneapolis Financial Group June 2011 - December 2011
UBS June 2010 - August 2010
Holiday Inn Express June 2008 - August 2010
Skills
Vocal Performance, Customer Service, Microsoft Word, Outlook, Life Insurance, Organization
Education
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts, International Management
Hill-Murray School 2003 — 2007
Phil Duritza Phil Duritza's Wells Fargo Advisors Experience August 2011 - Present
Job CPA & Financial Conultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2011 - Present
TIAA-CREF September 2010 - August 2011
Wells Fargo Advisors July 2005 - September 2010
Wells Fargo Advisors, LLC July 2000 - July 2005
Wells Fargo Advisors LLC July 1998 - June 2000
Skills
Excel, Word, Essbase, PowerPoint, Access, Finance, Analysis, Accounting, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 1994 — 1998
Bachelor of Business Administration, Double Majors: Finance & Accounting
Wells Fargo Advisors August 2011 - Present
TIAA-CREF September 2010 - August 2011
Wells Fargo Advisors July 2005 - September 2010
Wells Fargo Advisors, LLC July 2000 - July 2005
Wells Fargo Advisors LLC July 1998 - June 2000
Skills
Excel, Word, Essbase, PowerPoint, Access, Finance, Analysis, Accounting, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 1994 — 1998
Bachelor of Business Administration, Double Majors: Finance & Accounting
Derek Diemer Derek Diemer's Wells Fargo Advisors Experience July 2005 - 2006
Job
Industry Information Technology and Services
Experience
Vonlay September 2014 - Present
Catholic Health Initiatives May 2014 - August 2014
Kelley School of Business August 2012 - May 2014
Water Street Solutions May 2013 - August 2013
Epic February 2007 - July 2012
Epic August 2010 - January 2012
Self-Employed January 2010 - May 2010
Wells Fargo Advisors July 2005 - 2006
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
Greenville College 2001 — 2005
Bachelor of Arts (B.A.)
Vonlay September 2014 - Present
Catholic Health Initiatives May 2014 - August 2014
Kelley School of Business August 2012 - May 2014
Water Street Solutions May 2013 - August 2013
Epic February 2007 - July 2012
Epic August 2010 - January 2012
Self-Employed January 2010 - May 2010
Wells Fargo Advisors July 2005 - 2006
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
Greenville College 2001 — 2005
Bachelor of Arts (B.A.)
Joseph Lawrence (Lourenço) Joseph Lawrence (Lourenço)'s Wells Fargo Advisors Experience Regional Bank Private BankerWells FargoNovember 2010 - Present
Job Private Banker
Industry Banking
Experience
Wells Fargo Advisors Regional Bank Private BankerWells FargoNovember 2010 - Present
Amber India Restaurant July 2005 - Present
Accolade Management July 2010 - November 2010
Techpoint June 2006 - June 2009
Tommy Bahama November 2006 - June 2008
Udupi Palace Indian restaurant November 2000 - July 2005
Family Business January 1995 - October 2000
Skills
Realestate License, Notary Public, Series 63, CA Insurance License, Series 6, Customer Service, Management, Loans, Home Equity Lines of..., Home Equity Loans, Establishing New..., Small Business, Investments, Banking, Retail Banking, Mortgage Lending, Credit, Commercial Banking, Event Management, Loan Origination, Lines Of Credit, Deposits, Risk Management, First Time Home Buyers, Mortgage Banking, Real Estate Transactions, Commercial Lending, Refinance, Loan Servicing, Finance, Consumer Lending, Treasury Management, Small Business Lending, Residential Mortgages, Financial Analysis, Financial Risk, Private Banking, Financial Advisory, Financial Structuring, Wealth Management, Mutual Funds, Brokerage, Series 7, Investment Properties, Financial Modeling, Credit Analysis, Financial Services, Portfolio Management, Sales, Strategic Financial...
Education
San Jose City College 2005 — 2010
Associates, Business/Finance (with; Investment, Psychology, and Communication
Techpoint Solutions 2004 — 2004
Sap Finanacials
V. M. Salgaokars College of law 1998 — 2000
Bachelors In Legal Law, Bachelors
Dhempe College of Arts and 1996 — 1998
Bachelors, Science - Chemistry Major
Goa University 1995 — 1998
Bachelors, Chemistry
Wells Fargo Advisors Regional Bank Private BankerWells FargoNovember 2010 - Present
Amber India Restaurant July 2005 - Present
Accolade Management July 2010 - November 2010
Techpoint June 2006 - June 2009
Tommy Bahama November 2006 - June 2008
Udupi Palace Indian restaurant November 2000 - July 2005
Family Business January 1995 - October 2000
Skills
Realestate License, Notary Public, Series 63, CA Insurance License, Series 6, Customer Service, Management, Loans, Home Equity Lines of..., Home Equity Loans, Establishing New..., Small Business, Investments, Banking, Retail Banking, Mortgage Lending, Credit, Commercial Banking, Event Management, Loan Origination, Lines Of Credit, Deposits, Risk Management, First Time Home Buyers, Mortgage Banking, Real Estate Transactions, Commercial Lending, Refinance, Loan Servicing, Finance, Consumer Lending, Treasury Management, Small Business Lending, Residential Mortgages, Financial Analysis, Financial Risk, Private Banking, Financial Advisory, Financial Structuring, Wealth Management, Mutual Funds, Brokerage, Series 7, Investment Properties, Financial Modeling, Credit Analysis, Financial Services, Portfolio Management, Sales, Strategic Financial...
Education
San Jose City College 2005 — 2010
Associates, Business/Finance (with; Investment, Psychology, and Communication
Techpoint Solutions 2004 — 2004
Sap Finanacials
V. M. Salgaokars College of law 1998 — 2000
Bachelors In Legal Law, Bachelors
Dhempe College of Arts and 1996 — 1998
Bachelors, Science - Chemistry Major
Goa University 1995 — 1998
Bachelors, Chemistry
Jason L. Jones's Wells Fargo Advisors Experience August 2013 - March 2014
Job Sr. Business Systems Analyst IT Risk Management & Cyber Security at Dominion
Industry Oil & Energy
Experience
Dominion August 2014 - Present
Allianz Global Assistance April 2014 - August 2014
Wells Fargo Advisors August 2013 - March 2014
Argo Group International Holdings, Ltd. March 2013 - August 2013
Verizon Wireless July 2012 - November 2012
Cox Communications August 2007 - July 2012
Cox Communications June 2006 - August 2007
Cox Communications October 2002 - June 2006
Skills
SDLC, Integration, Telecommunications, Requirements Gathering, CRM, Process Improvement, Visio, Project Management, Vendor Management, Business Process, Program Management, Testing, Business Analysis, Wireless, Cross-functional Team..., Requirements Analysis, Business Requirements, Access, Analysis, Team Leadership, Telecommunications..., MS Project, Data Analysis, Agile Methodologies, Solution Architecture, VoIP, Databases, Microsoft Office, Business Process..., Oracle Applications, Siebel, SharePoint, User Acceptance Testing, Project Planning, OBIEE, IT Operations, Mediation, Oracle BRM, AS400, Remedy, SQL, Oracle, Product Configuration, SOA, NERC, Compliance, FERC, PCI Standards, Bulk Electric Systems, IT Risk Management
Education
Hampton University 1997 — 2001
Chemical Engineering
Dominion August 2014 - Present
Allianz Global Assistance April 2014 - August 2014
Wells Fargo Advisors August 2013 - March 2014
Argo Group International Holdings, Ltd. March 2013 - August 2013
Verizon Wireless July 2012 - November 2012
Cox Communications August 2007 - July 2012
Cox Communications June 2006 - August 2007
Cox Communications October 2002 - June 2006
Skills
SDLC, Integration, Telecommunications, Requirements Gathering, CRM, Process Improvement, Visio, Project Management, Vendor Management, Business Process, Program Management, Testing, Business Analysis, Wireless, Cross-functional Team..., Requirements Analysis, Business Requirements, Access, Analysis, Team Leadership, Telecommunications..., MS Project, Data Analysis, Agile Methodologies, Solution Architecture, VoIP, Databases, Microsoft Office, Business Process..., Oracle Applications, Siebel, SharePoint, User Acceptance Testing, Project Planning, OBIEE, IT Operations, Mediation, Oracle BRM, AS400, Remedy, SQL, Oracle, Product Configuration, SOA, NERC, Compliance, FERC, PCI Standards, Bulk Electric Systems, IT Risk Management
Education
Hampton University 1997 — 2001
Chemical Engineering
Dan Gockel Dan Gockel's Wells Fargo Advisors Experience May 2012 - September 2012
Job Lease Administrator at MOD Pizza
Industry Real Estate
Experience
MOD Pizza December 2014 - Present
Riverstone Residential Group May 2014 - December 2014
Creative Kids Unplugged January 2014 - December 2014
Clear Channel Communications October 2013 - February 2014
Wells Fargo Advisors May 2012 - September 2012
Enterprise Rent-A-Car May 2011 - September 2011
G&R Property Maintenance January 2006 - September 2009
Skills
Social Media, Customer Service, Microsoft Office, Adobe Audition, Online Content Creation, Sound Editing, Podcasting, PowerPoint, Social Networking, Sales, Marketing, Editing, Facebook, Time Management
Education
Gonzaga University 2009 — 2013
Business Administration, Marketing and Finance
MOD Pizza December 2014 - Present
Riverstone Residential Group May 2014 - December 2014
Creative Kids Unplugged January 2014 - December 2014
Clear Channel Communications October 2013 - February 2014
Wells Fargo Advisors May 2012 - September 2012
Enterprise Rent-A-Car May 2011 - September 2011
G&R Property Maintenance January 2006 - September 2009
Skills
Social Media, Customer Service, Microsoft Office, Adobe Audition, Online Content Creation, Sound Editing, Podcasting, PowerPoint, Social Networking, Sales, Marketing, Editing, Facebook, Time Management
Education
Gonzaga University 2009 — 2013
Business Administration, Marketing and Finance
Jeremy Myers Jeremy Myers's Wells Fargo Advisors Experience April 2012 - May 2013
Job Eligibility Business Analyst Member Data Manager at Express Scripts
Industry Pharmaceuticals
Experience
Express Scripts March 2013 - Present
Wells Fargo Advisors April 2012 - May 2013
Wells Fargo Advisors March 2012 - April 2012
Wells Fargo Advisors October 2011 - March 2012
Bank of America March 2011 - July 2011
Bank of America July 2010 - March 2011
Georgia Southern University January 2009 - May 2010
Skills
Sales Operations, Social Networking, Access, Training, Customer Satisfaction, Marketing, Sales, Data Analysis, Research, Public Speaking, Coaching, Sales Management, Selling, Banking, Recruiting, Time Management, Management, Analysis, Outlook, Microsoft Excel, PowerPoint, Finance, Accounting, Leadership, Customer Service, Microsoft Office, Microsoft Word, Teaching, Financial Analysis, Business Analysis
Education
Georiga Southern University 2009 — 2010
MBA, Business Administration
Georgia Southern University 2004 — 2010
BBA, Business Management
Express Scripts March 2013 - Present
Wells Fargo Advisors April 2012 - May 2013
Wells Fargo Advisors March 2012 - April 2012
Wells Fargo Advisors October 2011 - March 2012
Bank of America March 2011 - July 2011
Bank of America July 2010 - March 2011
Georgia Southern University January 2009 - May 2010
Skills
Sales Operations, Social Networking, Access, Training, Customer Satisfaction, Marketing, Sales, Data Analysis, Research, Public Speaking, Coaching, Sales Management, Selling, Banking, Recruiting, Time Management, Management, Analysis, Outlook, Microsoft Excel, PowerPoint, Finance, Accounting, Leadership, Customer Service, Microsoft Office, Microsoft Word, Teaching, Financial Analysis, Business Analysis
Education
Georiga Southern University 2009 — 2010
MBA, Business Administration
Georgia Southern University 2004 — 2010
BBA, Business Management
Kaija Hawes Kaija Hawes's Wells Fargo Advisors Experience June 2010 - August 2010
Job Marketing Coordinator at SODO Apparel
Industry Marketing and Advertising
Experience
BiNW July 2015 - Present
SODO Apparel July 2014 - Present
Cobalt Automotive Marketing October 2013 - June 2014
Madison Park Advisors June 2013 - October 2013
Nordstrom June 2010 - August 2010
Wells Fargo Advisors June 2010 - August 2010
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Marketing Communications, Economics, Development Economics, Marketing Strategy, Integrated Marketing..., Social Media, Sales, Change Management, Marketing, Problem Solving, Website Development, International Business, Salesforce.com, Leadership
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (BBA), Economics, Marketing
Prep
Prep
BiNW July 2015 - Present
SODO Apparel July 2014 - Present
Cobalt Automotive Marketing October 2013 - June 2014
Madison Park Advisors June 2013 - October 2013
Nordstrom June 2010 - August 2010
Wells Fargo Advisors June 2010 - August 2010
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Marketing Communications, Economics, Development Economics, Marketing Strategy, Integrated Marketing..., Social Media, Sales, Change Management, Marketing, Problem Solving, Website Development, International Business, Salesforce.com, Leadership
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (BBA), Economics, Marketing
Prep
Prep
Nour Abboud's Wells Fargo Advisors Experience October 2011 - August 2012
Job An advertising and media studies graduate seeking for an internship or an entry level job in the industry
Industry Public Relations and Communications
Experience
Omega Phi Chi Multicultural Sorority, Inc. January 2014 - Present
Public relations student society of America May 2014 - July 2015
The LAGRANT Foundation September 2014 - December 2014
KDHR February 2014 - November 2014
LIT College Tour "Igniting Futures" June 2014 - September 2014
Cobian Marketing Group June 2014 - September 2014
Legacy Décor February 2013 - July 2013
Wells Fargo Advisors October 2011 - August 2012
Macy's June 2006 - September 2011
Skills
Credit, Banking, Mortgage Lending, Lines Of Credit, Retail Banking, Loans, Consumer Lending, Leadership, Advertising, Public Relations, Investments, Photography, Public Speaking, Social Media, Multicultural Education, Modeling, Cultural Diversity, Customer Service, Photoshop, Media Planning, Retail Sales, Microsoft Excel, Event Photography, Feature writing, PR writing, Event Planning, Sales, Retail, Credit Analysis, Mortgage Banking, Social Media Marketing, Microsoft Office, PowerPoint, Social Networking
Education
California State University-Dominguez Hills 2012 — 2015
Bachelor of Arts (B.A.), Mass Communication/Media Studies. Minor in women studies
Golden West College 2008 — 2010
Associate of Arts (A.A.), Mass Communication/Media Studies
Omega Phi Chi Multicultural Sorority, Inc. January 2014 - Present
Public relations student society of America May 2014 - July 2015
The LAGRANT Foundation September 2014 - December 2014
KDHR February 2014 - November 2014
LIT College Tour "Igniting Futures" June 2014 - September 2014
Cobian Marketing Group June 2014 - September 2014
Legacy Décor February 2013 - July 2013
Wells Fargo Advisors October 2011 - August 2012
Macy's June 2006 - September 2011
Skills
Credit, Banking, Mortgage Lending, Lines Of Credit, Retail Banking, Loans, Consumer Lending, Leadership, Advertising, Public Relations, Investments, Photography, Public Speaking, Social Media, Multicultural Education, Modeling, Cultural Diversity, Customer Service, Photoshop, Media Planning, Retail Sales, Microsoft Excel, Event Photography, Feature writing, PR writing, Event Planning, Sales, Retail, Credit Analysis, Mortgage Banking, Social Media Marketing, Microsoft Office, PowerPoint, Social Networking
Education
California State University-Dominguez Hills 2012 — 2015
Bachelor of Arts (B.A.), Mass Communication/Media Studies. Minor in women studies
Golden West College 2008 — 2010
Associate of Arts (A.A.), Mass Communication/Media Studies
Chris Wager, CIMA®'s Wells Fargo Advisors Experience May 2008 - Present
Job First Vice President, Product Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2008 - Present
Wachovia Securities March 2005 - May 2008
Skills
Project Management, Business Analysis, Series 7, Series 24, Series 66, CIMA
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
MBA
Guilford College 1991 — 1995
BS, Political Science
Wells Fargo Advisors May 2008 - Present
Wachovia Securities March 2005 - May 2008
Skills
Project Management, Business Analysis, Series 7, Series 24, Series 66, CIMA
Education
The College of William and Mary - The Mason School of Business 1997 — 1999
MBA
Guilford College 1991 — 1995
BS, Political Science
George Irby, MBA's Wells Fargo Advisors Experience 2012 - 2014
Job Chief Investment Officer at Flinthill Financial, LLC
Industry Investment Management
Experience
Flinthill Financial, LLC 2014 - Present
Deltight Properties, LLC March 2008 - Present
Wells Fargo Advisors 2012 - 2014
Pittsburgh Steelers March 2001 - March 2008
Cleveland Browns 2000 - 2001
Skills
Contract Negotiation, Customer Service, Leadership, Budgets, Marketing Strategy, Marketing, Program Management
Education
Liberty University 2004 — 2007
MBA, Business
Hampton University 1996 — 2000
Flinthill Financial, LLC 2014 - Present
Deltight Properties, LLC March 2008 - Present
Wells Fargo Advisors 2012 - 2014
Pittsburgh Steelers March 2001 - March 2008
Cleveland Browns 2000 - 2001
Skills
Contract Negotiation, Customer Service, Leadership, Budgets, Marketing Strategy, Marketing, Program Management
Education
Liberty University 2004 — 2007
MBA, Business
Hampton University 1996 — 2000
Jan Henry's Wells Fargo Advisors Experience January 2015 - Present
Job Vice President, Marketing Manager Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo 2008 - 2015
Wells Fargo Advantage Funds (formerly Evergreen Investments) 2001 - 2007
Skills
Mutual Funds, Marketing, Relationship Management, Financial Services, Retirement Planning, Wealth Management, Series 7, Investments, Portfolio Management, Asset Management, Series 63, Marketing Strategy, Business Analysis
Education
Wake Forest University School of Business 1997 — 1999
MBA
Hamilton College
Bachelor’s Degree
Wells Fargo Advisors January 2015 - Present
Wells Fargo 2008 - 2015
Wells Fargo Advantage Funds (formerly Evergreen Investments) 2001 - 2007
Skills
Mutual Funds, Marketing, Relationship Management, Financial Services, Retirement Planning, Wealth Management, Series 7, Investments, Portfolio Management, Asset Management, Series 63, Marketing Strategy, Business Analysis
Education
Wake Forest University School of Business 1997 — 1999
MBA
Hamilton College
Bachelor’s Degree
Loren Evans's Wells Fargo Advisors Experience June 1996 - Present
Job Senior Vice President Investment Officer
Industry Financial Services
Experience
Wells Fargo Advisors June 1996 - Present
Skills
Investments, Series 7, Portfolio Management, Retirement Planning, Asset Management, Financial Services, Wealth Management, Equities
Education
Georgetown University - The McDonough School of Business 1971 — 1976
Wells Fargo Advisors June 1996 - Present
Skills
Investments, Series 7, Portfolio Management, Retirement Planning, Asset Management, Financial Services, Wealth Management, Equities
Education
Georgetown University - The McDonough School of Business 1971 — 1976
Dana Aboud's Wells Fargo Advisors Experience March 2011 - June 2012
Job Analyst Investment / Trading
Industry Financial Services
Experience
Merrill Lynch Global Wealth and Investment Management June 2012 - Present
Wells Fargo Advisors March 2011 - June 2012
Charles Schwab April 2010 - April 2011
Charles Schwab July 2008 - April 2010
Charles Schwab July 2007 - June 2008
XOMA 2003 - 2006
Genentech 1999 - 2003
Skills
Investment Research, Trading, Asset Management, Analytical Abilities, Financial Planning, Investment Banking, Product Development, Banking, Statistical Data..., Asset Managment, Strategic Financial..., Finance, Equities, Analytical Skills, Wealth Management, Investments, Asset Allocation, Investment Management, Financial Analysis
Education
Golden Gate University 2005 — 2007
MBA, Finance and Marketing
Saint Mary's College of California 1994 — 1999
BS, Biology and Psychology
Mission San Jose
Merrill Lynch Global Wealth and Investment Management June 2012 - Present
Wells Fargo Advisors March 2011 - June 2012
Charles Schwab April 2010 - April 2011
Charles Schwab July 2008 - April 2010
Charles Schwab July 2007 - June 2008
XOMA 2003 - 2006
Genentech 1999 - 2003
Skills
Investment Research, Trading, Asset Management, Analytical Abilities, Financial Planning, Investment Banking, Product Development, Banking, Statistical Data..., Asset Managment, Strategic Financial..., Finance, Equities, Analytical Skills, Wealth Management, Investments, Asset Allocation, Investment Management, Financial Analysis
Education
Golden Gate University 2005 — 2007
MBA, Finance and Marketing
Saint Mary's College of California 1994 — 1999
BS, Biology and Psychology
Mission San Jose
Andrew Nothnagel's Wells Fargo Advisors Experience 1996 - August 2009
Job Network Engineer at BAE Systems
Industry Information Services
Experience
BAE Systems April 2013 - Present
CACI International Inc August 2010 - Present
DISA 2010 - 2011
Wells Fargo Advisors 1996 - August 2009
Wachovia Securities, LLC 1996 - 2009
A.G. Edwards & Sons, Inc. 2002 - 2007
Skills
Switches, Cisco Technologies, Routers, Firewalls, Routing, Networking, WAN, Troubleshooting, Network Engineering, IP, BGP, TCP/IP, Cisco Wireless, Hardware, Telecommunications, Network Design, Juniper, JUNOS, Data Center, NMS, CCNA, Juniper routers, CCNA Security
Education
University of Illinois Springfield 1992 — 1994
Master of Business Administration (MBA), Business Admin & MIS
Greenville College 1987 — 1991
B.S, Business Administration
BAE Systems April 2013 - Present
CACI International Inc August 2010 - Present
DISA 2010 - 2011
Wells Fargo Advisors 1996 - August 2009
Wachovia Securities, LLC 1996 - 2009
A.G. Edwards & Sons, Inc. 2002 - 2007
Skills
Switches, Cisco Technologies, Routers, Firewalls, Routing, Networking, WAN, Troubleshooting, Network Engineering, IP, BGP, TCP/IP, Cisco Wireless, Hardware, Telecommunications, Network Design, Juniper, JUNOS, Data Center, NMS, CCNA, Juniper routers, CCNA Security
Education
University of Illinois Springfield 1992 — 1994
Master of Business Administration (MBA), Business Admin & MIS
Greenville College 1987 — 1991
B.S, Business Administration
Caleb Salmon's Wells Fargo Advisors Experience November 2010 - April 2011
Job Associate Attorney at StoopsLaCourse
Industry Law Practice
Experience
StoopsLaCourse April 2015 - Present
StoopsLaCourse May 2013 - April 2015
University of Tulsa College of Law August 2012 - December 2014
Wells Fargo Advisors November 2010 - April 2011
Wells Fargo February 2010 - September 2010
Skills
Civil Litigation, Commercial Litigation, Class Actions, Medical Malpractice, Insurance Bad Faith, Fraud, FX trading, Trend Following, Trading, Securities, Currency, Alternative Investments, Options
Education
University of Tulsa College of Law 2012 — 2014
Juris Doctor (J.D.), Civil Litigation, 3.56
Grove City College 2002 — 2006
B.A., Christian Thought, Economics, 3.53
StoopsLaCourse April 2015 - Present
StoopsLaCourse May 2013 - April 2015
University of Tulsa College of Law August 2012 - December 2014
Wells Fargo Advisors November 2010 - April 2011
Wells Fargo February 2010 - September 2010
Skills
Civil Litigation, Commercial Litigation, Class Actions, Medical Malpractice, Insurance Bad Faith, Fraud, FX trading, Trend Following, Trading, Securities, Currency, Alternative Investments, Options
Education
University of Tulsa College of Law 2012 — 2014
Juris Doctor (J.D.), Civil Litigation, 3.56
Grove City College 2002 — 2006
B.A., Christian Thought, Economics, 3.53
Tim ONeal's Wells Fargo Advisors Experience April 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2004 - Present
CIBC World Markets 1999 - 2003
A.G. Edwards & Sons, Inc. 1996 - 1999
Education
Georgetown University 1992 — 1996
SBSA, Accounting
Wells Fargo Advisors April 2004 - Present
CIBC World Markets 1999 - 2003
A.G. Edwards & Sons, Inc. 1996 - 1999
Education
Georgetown University 1992 — 1996
SBSA, Accounting
krunal makati's Wells Fargo Advisors Experience November 2000 - Present
Job Qa Analyst at Wellsfargo
Industry Banking
Experience
Wells Fargo Advisors November 2000 - Present
Wells Fargo Advisors August 2000 - Present
Skills
Microsoft Sharepoint, Microsoft Office Suite..., Windows Operating..., Quality Assurance, Business Analysis, Testing, Software Documentation, SDLC, User Acceptance Testing, Visio, Quality Center, Access, Process Improvement, Banking, Test Planning, SharePoint, QTP, Regression Testing, Test Cases, System Testing, Manual Testing, Management, Business Requirements, Customer Service, Marketing, Leadership, Analysis, HP QTP, HP Quality Center
Education
University of North Carolina at Charlotte 1998 — 2002
BSBA, BUSINESS
Gujarat University 1994 — 1997
BCOM, BUSINESS
Wells Fargo Advisors November 2000 - Present
Wells Fargo Advisors August 2000 - Present
Skills
Microsoft Sharepoint, Microsoft Office Suite..., Windows Operating..., Quality Assurance, Business Analysis, Testing, Software Documentation, SDLC, User Acceptance Testing, Visio, Quality Center, Access, Process Improvement, Banking, Test Planning, SharePoint, QTP, Regression Testing, Test Cases, System Testing, Manual Testing, Management, Business Requirements, Customer Service, Marketing, Leadership, Analysis, HP QTP, HP Quality Center
Education
University of North Carolina at Charlotte 1998 — 2002
BSBA, BUSINESS
Gujarat University 1994 — 1997
BCOM, BUSINESS
LaValle John's Wells Fargo Advisors Experience April 2005 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2005 - Present
Smith Barney September 2000 - April 2005
A.G. Edwards August 1997 - August 2000
Education
Hampden-Sydney College 1988 — 1992
BA, Economics
Wells Fargo Advisors April 2005 - Present
Smith Barney September 2000 - April 2005
A.G. Edwards August 1997 - August 2000
Education
Hampden-Sydney College 1988 — 1992
BA, Economics
Andrew Winn's Wells Fargo Advisors Experience October 2010 - January 2011
Job Accounting and Finance
Industry Accounting
Experience
U.S. Bank October 2012 - Present
Wells Fargo January 2012 - June 2012
Wells Fargo Home Mortgage August 2011 - December 2011
Wells Fargo Advisors October 2010 - January 2011
Internal Revenue Service June 2009 - March 2010
H&R Block January 2009 - April 2009
H&R Block January 2008 - April 2009
Luther Park Camping & Retreat Center May 2008 - August 2008
Gustavus Safety and Security September 2006 - May 2007
Southwestern Company May 2006 - July 2006
Skills
Accounting, Auditing, Tax, Financial Statements, Small Business, Financial Reporting, Financial Analysis, General Ledger, Financial Accounting
Education
Gustavus Adolphus College 2005 — 2009
Bachelor of Arts, Accounting
Gustavus Adolphus College 2005 — 2009
BA, Accounting
U.S. Bank October 2012 - Present
Wells Fargo January 2012 - June 2012
Wells Fargo Home Mortgage August 2011 - December 2011
Wells Fargo Advisors October 2010 - January 2011
Internal Revenue Service June 2009 - March 2010
H&R Block January 2009 - April 2009
H&R Block January 2008 - April 2009
Luther Park Camping & Retreat Center May 2008 - August 2008
Gustavus Safety and Security September 2006 - May 2007
Southwestern Company May 2006 - July 2006
Skills
Accounting, Auditing, Tax, Financial Statements, Small Business, Financial Reporting, Financial Analysis, General Ledger, Financial Accounting
Education
Gustavus Adolphus College 2005 — 2009
Bachelor of Arts, Accounting
Gustavus Adolphus College 2005 — 2009
BA, Accounting
Shahid Symes's Wells Fargo Advisors Experience October 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Capital Markets
Experience
Wells Fargo Advisors October 2013 - Present
E*TRADE Financial December 2011 - October 2013
Travelex May 2009 - February 2012
Georgia State University January 2008 - May 2009
Georgia State Book Store July 2007 - January 2008
RadioShack November 2006 - June 2007
Skills
Equities, Banking, Financial Modeling, Financial Analysis, Finance, Valuation, Corporate Finance, Risk Management, Insurance, Series 63, Series 7, Accounting, Economics, Financial Reporting, Account Reconciliation, Management
Education
GEORGIA STATE UNIVERSITY, Robinson College of Business 2008 — 2011
Bachelor of Business Administration, Finance
Georgia State University 2006 — 2010
Finance, Finance, Accounting
Wells Fargo Advisors October 2013 - Present
E*TRADE Financial December 2011 - October 2013
Travelex May 2009 - February 2012
Georgia State University January 2008 - May 2009
Georgia State Book Store July 2007 - January 2008
RadioShack November 2006 - June 2007
Skills
Equities, Banking, Financial Modeling, Financial Analysis, Finance, Valuation, Corporate Finance, Risk Management, Insurance, Series 63, Series 7, Accounting, Economics, Financial Reporting, Account Reconciliation, Management
Education
GEORGIA STATE UNIVERSITY, Robinson College of Business 2008 — 2011
Bachelor of Business Administration, Finance
Georgia State University 2006 — 2010
Finance, Finance, Accounting
Matthew Bees, CFP®, CRPC®'s Wells Fargo Advisors Experience January 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2007 - Present
Merrill Lynch January 2003 - January 2007
Skills
Retirement Planning, Investments, Insurance, Equities, Asset Allocation, Fixed Annuities, Strategic Financial..., Series 7, Wealth Management, Retirement, Securities, Financial Services, Finance, Financial Planners, Annuities, Mutual Funds, Long Term Care, Financial Analysis, Retirement Income..., investment estate...
Education
Youngstown State University 1995 — 2000
Bachelors, Business
Golden Gate University
Wells Fargo Advisors January 2007 - Present
Merrill Lynch January 2003 - January 2007
Skills
Retirement Planning, Investments, Insurance, Equities, Asset Allocation, Fixed Annuities, Strategic Financial..., Series 7, Wealth Management, Retirement, Securities, Financial Services, Finance, Financial Planners, Annuities, Mutual Funds, Long Term Care, Financial Analysis, Retirement Income..., investment estate...
Education
Youngstown State University 1995 — 2000
Bachelors, Business
Golden Gate University
James Tuggle, CRPC, MBA's Wells Fargo Advisors Experience September 2006 - October 2010
Job Sales Development Representative at Navicure
Industry Financial Services
Experience
Navicure April 2014 - Present
Georgia State University January 2011 - December 2012
Wells Fargo Advisors September 2006 - October 2010
GE Energy 2004 - 2006
US Army May 1999 - May 2004
Skills
Business Development, Cross-functional Team..., Client Development, Healthcare Consulting, Program Management, Executive Level..., Supervisory Experience, Financial Advisory, Strategic Planning, Team Building, Public Speaking, Investment Advisory, Financial Markets, Corporate Recruiting, Military Operations, Training Delivery
Education
Georgia State University 2011 — 2012
Master of Business Administration (MBA), 3.79
North Carolina A&T State University 1994 — 1999
Architectural Engineering, Structural Analysis, 3.81
Navicure April 2014 - Present
Georgia State University January 2011 - December 2012
Wells Fargo Advisors September 2006 - October 2010
GE Energy 2004 - 2006
US Army May 1999 - May 2004
Skills
Business Development, Cross-functional Team..., Client Development, Healthcare Consulting, Program Management, Executive Level..., Supervisory Experience, Financial Advisory, Strategic Planning, Team Building, Public Speaking, Investment Advisory, Financial Markets, Corporate Recruiting, Military Operations, Training Delivery
Education
Georgia State University 2011 — 2012
Master of Business Administration (MBA), 3.79
North Carolina A&T State University 1994 — 1999
Architectural Engineering, Structural Analysis, 3.81
Brooks Landry's Wells Fargo Advisors Experience November 2012 - June 2013
Job Integration Management Analyst at CareCore | MedSolutions
Industry Hospital & Health Care
Experience
CareCore MedSolutions December 2014 - Present
CareCore MedSolutions January 2014 - December 2014
Wells Fargo Advisors November 2012 - June 2013
CareCore National June 2010 - December 2012
Towers Perrin May 2006 - October 2009
Education
Georgia Southern University - College of Business Administration 2015 — 2016
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 1997 — 2001
BBA, Finance
CareCore MedSolutions December 2014 - Present
CareCore MedSolutions January 2014 - December 2014
Wells Fargo Advisors November 2012 - June 2013
CareCore National June 2010 - December 2012
Towers Perrin May 2006 - October 2009
Education
Georgia Southern University - College of Business Administration 2015 — 2016
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 1997 — 2001
BBA, Finance
Stacey Moorman's Wells Fargo Advisors Experience December 2014 - Present
Job Business System Consultant at Wells Fargo AdvisorsBrokerage Technology
Industry Information Technology and Services
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo October 2010 - Present
YMCA of Greater Charlotte October 2008 - Present
ProEdit, Inc. January 1998 - January 2008
Coca-Cola Enterprises January 1997 - February 1998
The Coca-Cola Company 1993 - 1998
Skills
Requirements Analysis, Agile Methodologies, Quality Assurance, Leadership, Project Management, Requirements Gathering, Analysis, Testing, Marketing, User Acceptance Testing, Visio, Project Planning, Waterfall, Management, Software Documentation, Business Analysis, SDLC, Process Improvement
Education
Georgia State University
B.A., English/ Management
Wells Fargo Advisors December 2014 - Present
Wells Fargo October 2010 - Present
YMCA of Greater Charlotte October 2008 - Present
ProEdit, Inc. January 1998 - January 2008
Coca-Cola Enterprises January 1997 - February 1998
The Coca-Cola Company 1993 - 1998
Skills
Requirements Analysis, Agile Methodologies, Quality Assurance, Leadership, Project Management, Requirements Gathering, Analysis, Testing, Marketing, User Acceptance Testing, Visio, Project Planning, Waterfall, Management, Software Documentation, Business Analysis, SDLC, Process Improvement
Education
Georgia State University
B.A., English/ Management
Holly Aldridge's Wells Fargo Advisors Experience January 2012 - May 2012
Job Financial services
Industry Automotive
Experience
Wells Fargo Advisors January 2012 - May 2012
Walden Automotive Group 1997 - 2003
Education
Gustavus Adolphus College 1994 — 1997
BS, Communication Studies, Business
Breck School 1988 — 1993
High School Diploma
Wells Fargo Advisors January 2012 - May 2012
Walden Automotive Group 1997 - 2003
Education
Gustavus Adolphus College 1994 — 1997
BS, Communication Studies, Business
Breck School 1988 — 1993
High School Diploma
Rusty Keith's Wells Fargo Advisors Experience January 2000 - October 2011
Job Relationship Banker II JPMorgan Chase Bank
Industry Banking
Experience
JPMorgan Chase November 2011 - Present
Wells Fargo Bank January 2000 - October 2011
Wells Fargo Advisors January 2000 - October 2011
Pinnacle Group Investments, LLC April 2007 - April 2009
Skills
Loans, Credit, Banking, Small Business Lending, Mortgage Lending, Consumer Lending, Credit Analysis, Retail Banking, Lines Of Credit, Series 63, Cross Selling, Series 6, Cash Management, Insurance, Microsoft Excel, Customer Service, Sales, Real Estate, Coaching, Negotiation, Credit Cards, Branch Management, Deposits, Refinance, Mortgage Banking, Investments
Education
Georgia State University 1999 — 2005
BA, Finance
JPMorgan Chase November 2011 - Present
Wells Fargo Bank January 2000 - October 2011
Wells Fargo Advisors January 2000 - October 2011
Pinnacle Group Investments, LLC April 2007 - April 2009
Skills
Loans, Credit, Banking, Small Business Lending, Mortgage Lending, Consumer Lending, Credit Analysis, Retail Banking, Lines Of Credit, Series 63, Cross Selling, Series 6, Cash Management, Insurance, Microsoft Excel, Customer Service, Sales, Real Estate, Coaching, Negotiation, Credit Cards, Branch Management, Deposits, Refinance, Mortgage Banking, Investments
Education
Georgia State University 1999 — 2005
BA, Finance
Jessica Cornwell's Wells Fargo Advisors Experience October 2001 - January 2002
Job Accounting Coordinator Sr at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation February 2004 - Present
Prosperity Mortgage February 2002 - February 2004
Wells Fargo Advisors October 2001 - January 2002
Skills
PeopleSoft, Deltek, Variance Analysis, Government Contracting, Financial Reporting, Accounting, Cost Accounting, Sarbanes-Oxley Act, Process Improvement, Costpoint, Accounts Payable, Financial Analysis, SAP, General Ledger, Analysis, Account Reconciliation, Accounts Receivable, Auditing, Access, Hyperion Enterprise, Microsoft Excel, Budgets
Education
Germanna Community College 2011 — 2013
Business Administration, Management and Operations
Northern Virginia Community College 1999 — 2002
Northrop Grumman Corporation February 2004 - Present
Prosperity Mortgage February 2002 - February 2004
Wells Fargo Advisors October 2001 - January 2002
Skills
PeopleSoft, Deltek, Variance Analysis, Government Contracting, Financial Reporting, Accounting, Cost Accounting, Sarbanes-Oxley Act, Process Improvement, Costpoint, Accounts Payable, Financial Analysis, SAP, General Ledger, Analysis, Account Reconciliation, Accounts Receivable, Auditing, Access, Hyperion Enterprise, Microsoft Excel, Budgets
Education
Germanna Community College 2011 — 2013
Business Administration, Management and Operations
Northern Virginia Community College 1999 — 2002
CARTER BROOKS's Wells Fargo Advisors Experience August 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC. Please contact me at carter.brooks@wfadvisors.com
Industry Financial Services
Experience
Wells Fargo Advisors August 2009 - Present
Edward Jones August 1994 - July 2009
Vector Marketing June 1989 - December 1993
Skills
Investments, Retirement Planning, Asset Allocation, Finance, Strategic Planning, Mutual Funds, Securities, Alternative Investments
Education
Hampden-Sydney College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Saint Christopher's School 1977 — 1989
Wells Fargo Advisors August 2009 - Present
Edward Jones August 1994 - July 2009
Vector Marketing June 1989 - December 1993
Skills
Investments, Retirement Planning, Asset Allocation, Finance, Strategic Planning, Mutual Funds, Securities, Alternative Investments
Education
Hampden-Sydney College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Saint Christopher's School 1977 — 1989
Aishwarya Vikram's Wells Fargo Advisors Experience September 2008 - April 2012
Job Development Manager\ManagerProjectsPMP,CSM
Industry Financial Services
Experience
Cognizant Technology Solutions February 2014 - Present
iGATE April 2012 - February 2014
Wells Fargo Advisors September 2008 - April 2012
Wachovia Securities November 2006 - August 2008
Wachovia Securities December 2005 - November 2006
Infosys Technologies January 2005 - March 2006
Infosys Technologies Limited August 2005 - December 2005
Allen berry Corporations August 2004 - May 2005
Skills
ASP.NET, Visio, Data Migration, Quality Center, Oracle, XML, Harvest, UML Tools, UML, Solution Architecture, Solution Implementation, Process Improvement, ADO.NET, Software Quality..., Business Analysis, Toad, Systems Analysis, Testing, MS Project, PMP, Primavera P6, Project Management
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Graduate Finance Certificate Program, Accounting and Finance
Guru Gobind Singh Indraprastha University 2001 — 2005
Cognizant Technology Solutions February 2014 - Present
iGATE April 2012 - February 2014
Wells Fargo Advisors September 2008 - April 2012
Wachovia Securities November 2006 - August 2008
Wachovia Securities December 2005 - November 2006
Infosys Technologies January 2005 - March 2006
Infosys Technologies Limited August 2005 - December 2005
Allen berry Corporations August 2004 - May 2005
Skills
ASP.NET, Visio, Data Migration, Quality Center, Oracle, XML, Harvest, UML Tools, UML, Solution Architecture, Solution Implementation, Process Improvement, ADO.NET, Software Quality..., Business Analysis, Toad, Systems Analysis, Testing, MS Project, PMP, Primavera P6, Project Management
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Graduate Finance Certificate Program, Accounting and Finance
Guru Gobind Singh Indraprastha University 2001 — 2005
Vineet Khanna's Wells Fargo Advisors Experience January 2010 - August 2010
Job REIT Associate Analyst at Capital One Securities
Industry Capital Markets
Experience
Capital One Securities June 2013 - Present
BB&T Capital Markets April 2012 - June 2013
BB&T July 2011 - March 2012
New Markets Venture Partners August 2010 - May 2011
Roosevelt Institution 2010 - 2011
Wells Fargo Advisors January 2010 - August 2010
Skills
Financial Analysis, DCF Valuation, Comparable Analysis, Report Writing, Equity Research, Equity Valuation, Equity Capital Markets, Sell Side, Microsoft Excel, Financial Modeling, Negotiation, Presentation Development, Competitive Analysis, Capital Markets, PowerPoint, Data Analysis, Finance
Education
Georgetown University
Masters, Real Estate
University of Maryland College Park 2007 — 2011
BS, Finance & Operations Management
Capital One Securities June 2013 - Present
BB&T Capital Markets April 2012 - June 2013
BB&T July 2011 - March 2012
New Markets Venture Partners August 2010 - May 2011
Roosevelt Institution 2010 - 2011
Wells Fargo Advisors January 2010 - August 2010
Skills
Financial Analysis, DCF Valuation, Comparable Analysis, Report Writing, Equity Research, Equity Valuation, Equity Capital Markets, Sell Side, Microsoft Excel, Financial Modeling, Negotiation, Presentation Development, Competitive Analysis, Capital Markets, PowerPoint, Data Analysis, Finance
Education
Georgetown University
Masters, Real Estate
University of Maryland College Park 2007 — 2011
BS, Finance & Operations Management
Bryan Corona's Wells Fargo Advisors Experience April 2012 - Present
Job Store Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
Wells Fargo Advisors April 2012 - Present
Wells Fargo October 2011 - December 2012
Wells Fargo Financial February 2010 - October 2011
Fastenal August 2006 - February 2010
Skills
Banking, Consumer Lending, Small Business Lending, Business Banking, Credit, Credit Analysis, Financial Analysis, Customer Service, Customer Satisfaction, Portfolio Management, Sales, Sales Management, Direct Sales, Sales Process, Series 6, Series 63, Life Insurance, Variable Life
Education
Georgia Southern University 2005 — 2009
Bachelor's degree, Business Administration and Management, Minor in Marketing
Wells Fargo December 2012 - Present
Wells Fargo Advisors April 2012 - Present
Wells Fargo October 2011 - December 2012
Wells Fargo Financial February 2010 - October 2011
Fastenal August 2006 - February 2010
Skills
Banking, Consumer Lending, Small Business Lending, Business Banking, Credit, Credit Analysis, Financial Analysis, Customer Service, Customer Satisfaction, Portfolio Management, Sales, Sales Management, Direct Sales, Sales Process, Series 6, Series 63, Life Insurance, Variable Life
Education
Georgia Southern University 2005 — 2009
Bachelor's degree, Business Administration and Management, Minor in Marketing
Billy Duke, Financial Advisor's Wells Fargo Advisors Experience January 2005 - February 2010
Job Financial Advisor at Prime Financial Services, Questar Capital Corporation, Questar Asset Management
Industry Financial Services
Experience
Prime Financial Services, Questar Capital Corporation, Questar Asset Management April 2013 - Present
CapSouth Partners February 2010 - April 2013
Wells Fargo Advisors January 2005 - February 2010
Edward Jones July 2002 - January 2005
Allied Automotive Group December 1998 - June 2002
SITA June 1997 - August 1998
Delta Air Lines October 1980 - June 1997
Skills
Microsoft Office, Junxure, Microsoft Word, Microsoft Excel, Strategic Financial..., Financial Planning, Personal Financial..., Investment Management, MoneyGuidePro, Envision, Excel, Word, Erwin, Oracle SQL
Education
Georgia State University 1977 — 1979
Bachelor of Science (B.S.), Education
Jackson High School 1970 — 1974
Prime Financial Services, Questar Capital Corporation, Questar Asset Management April 2013 - Present
CapSouth Partners February 2010 - April 2013
Wells Fargo Advisors January 2005 - February 2010
Edward Jones July 2002 - January 2005
Allied Automotive Group December 1998 - June 2002
SITA June 1997 - August 1998
Delta Air Lines October 1980 - June 1997
Skills
Microsoft Office, Junxure, Microsoft Word, Microsoft Excel, Strategic Financial..., Financial Planning, Personal Financial..., Investment Management, MoneyGuidePro, Envision, Excel, Word, Erwin, Oracle SQL
Education
Georgia State University 1977 — 1979
Bachelor of Science (B.S.), Education
Jackson High School 1970 — 1974
Matt Whitaker's Wells Fargo Advisors Experience February 2004 - July 2010
Job Financial Adviser at Pinnacle First Financial Group, LLC
Industry Financial Services
Experience
Pinnacle First Financial Group, LLC December 2012 - Present
Sterne Agee October 2010 - November 2012
Anderson Strudwick October 2010 - December 2011
Wells Fargo Advisors February 2004 - July 2010
Skills
Investments, Insurance, Series 7, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Fixed Annuities, Strategic Financial..., Private Equity, Valuation, Financial Analysis, Mutual Funds, Investment Advisory, Financial Services
Education
Virginia Commonwealth University - School of Business 1999 — 2001
MBA, Business
Hampden-Sydney College 1988 — 1992
BA, Political Science
Pinnacle First Financial Group, LLC December 2012 - Present
Sterne Agee October 2010 - November 2012
Anderson Strudwick October 2010 - December 2011
Wells Fargo Advisors February 2004 - July 2010
Skills
Investments, Insurance, Series 7, Retirement Planning, Series 63, Wealth Management, Alternative Investments, Asset Allocation, Portfolio Management, Asset Management, Fixed Annuities, Strategic Financial..., Private Equity, Valuation, Financial Analysis, Mutual Funds, Investment Advisory, Financial Services
Education
Virginia Commonwealth University - School of Business 1999 — 2001
MBA, Business
Hampden-Sydney College 1988 — 1992
BA, Political Science
Ira Brittain's Wells Fargo Advisors Experience December 2011 - May 2012
Job Patent & Technology Consultant
Industry Research
Experience
Ira L. Brittain August 2011 - Present
RDI Corporation July 2014 - July 2015
U.S. Bank June 2013 - August 2013
Fidelity Investments December 2012 - January 2013
Procter & Gamble July 2012 - December 2012
Wells Fargo Advisors December 2011 - May 2012
University of Cincinnati November 2011 - December 2011
Hasse & Nesbitt LLC February 2004 - August 2011
Arnold S. Levine Co., LPA November 2001 - February 2004
Arnold S. Levine Co., LPA July 2000 - November 2001
Skills
Licensing, Intellectual Property, Legal Writing, Patents, Trademarks, Legal Research, Patent Prosecution, Corporate Law, Patentability, Copyright Law, Litigation, Contract Negotiation, Privacy Law, Document Review, Technical Writing, Invention, Research, Civil Litigation, Policy, International Business, Due Diligence, International Relations, Competitive Intelligence, Non-disclosure..., Trademark Infringement, Patent Litigation, Corporate Governance, Patent Searching, Material Transfer..., Corporate Contracts, Patent Applications, Technology Transfer, Mergers & Acquisitions, Prior Art Search, International Law, Patent Analysis, Intellectual Property..., Patent Portfolio..., Patentability Search, Validity Search, Trademark Prosecution, Joint Ventures, International Policy, Legal Compliance, Patent Portfolio..., Global Business...
Education
University of Dayton School of Law 1995 — 1998
Juris Doctor (J.D.), Patent/Intellectual Property Law
Miami University 1992 — 1995
Master of Science (M.S.), Technical & Scientific Communication
Hanover College 1988 — 1992
Bachelor of Arts (B.A.), Chemistry, History
University of North Carolina at Chapel Hill 1991 — 1991
N/A, Pathology & Biochemistry
Ira L. Brittain August 2011 - Present
RDI Corporation July 2014 - July 2015
U.S. Bank June 2013 - August 2013
Fidelity Investments December 2012 - January 2013
Procter & Gamble July 2012 - December 2012
Wells Fargo Advisors December 2011 - May 2012
University of Cincinnati November 2011 - December 2011
Hasse & Nesbitt LLC February 2004 - August 2011
Arnold S. Levine Co., LPA November 2001 - February 2004
Arnold S. Levine Co., LPA July 2000 - November 2001
Skills
Licensing, Intellectual Property, Legal Writing, Patents, Trademarks, Legal Research, Patent Prosecution, Corporate Law, Patentability, Copyright Law, Litigation, Contract Negotiation, Privacy Law, Document Review, Technical Writing, Invention, Research, Civil Litigation, Policy, International Business, Due Diligence, International Relations, Competitive Intelligence, Non-disclosure..., Trademark Infringement, Patent Litigation, Corporate Governance, Patent Searching, Material Transfer..., Corporate Contracts, Patent Applications, Technology Transfer, Mergers & Acquisitions, Prior Art Search, International Law, Patent Analysis, Intellectual Property..., Patent Portfolio..., Patentability Search, Validity Search, Trademark Prosecution, Joint Ventures, International Policy, Legal Compliance, Patent Portfolio..., Global Business...
Education
University of Dayton School of Law 1995 — 1998
Juris Doctor (J.D.), Patent/Intellectual Property Law
Miami University 1992 — 1995
Master of Science (M.S.), Technical & Scientific Communication
Hanover College 1988 — 1992
Bachelor of Arts (B.A.), Chemistry, History
University of North Carolina at Chapel Hill 1991 — 1991
N/A, Pathology & Biochemistry
Patrick W. Larkin III, CIMA®,CFP®'s Wells Fargo Advisors Experience September 2002 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2002 - Present
A.G. Edwards & Sons, Inc. 2002 - 2007
Skills
Asset Management, Portfolio Management, Investments, Retirement Planning, Wealth Management, Financial Analysis, Investment Strategies, Equities, Asset Allocation, Mutual Funds, Investment Advisory, Securities
Education
University of Maryland Baltimore County
Wharton School, University of Pennsylvania 2011 — 2011
IMCA Certified Investment Management Analyst Program
Georgetown University 2011 — 2012
Certificate in Financial Planning
Wells Fargo Advisors September 2002 - Present
A.G. Edwards & Sons, Inc. 2002 - 2007
Skills
Asset Management, Portfolio Management, Investments, Retirement Planning, Wealth Management, Financial Analysis, Investment Strategies, Equities, Asset Allocation, Mutual Funds, Investment Advisory, Securities
Education
University of Maryland Baltimore County
Wharton School, University of Pennsylvania 2011 — 2011
IMCA Certified Investment Management Analyst Program
Georgetown University 2011 — 2012
Certificate in Financial Planning
Thomas Sykes's Wells Fargo Advisors Experience September 2002 - August 2006
Job L&D Sr. Facilitator at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Home Mortgage June 2013 - Present
Wells Fargo Home Mortgage February 2011 - June 2013
Wells Fargo Capital Finance August 2006 - February 2011
Wells Fargo Advisors September 2002 - August 2006
United States Army Reserve July 2001 - July 2006
Skills
Customer Service, Curriculum Design, E-Learning, Foreclosures, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Training, Strategy, Management
Education
Queens University of Charlotte 2014 — 2018
Master of Science (MS), Organizational Development
United States Army, Officer Candidate School 2001 — 2006
Commissioned Officer, Military Signal/Geospatial Intelligence, 0-1
Hampton University 1993 — 1997
B.S., Airway Science
Wells Fargo Home Mortgage June 2013 - Present
Wells Fargo Home Mortgage February 2011 - June 2013
Wells Fargo Capital Finance August 2006 - February 2011
Wells Fargo Advisors September 2002 - August 2006
United States Army Reserve July 2001 - July 2006
Skills
Customer Service, Curriculum Design, E-Learning, Foreclosures, Leadership, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Training, Strategy, Management
Education
Queens University of Charlotte 2014 — 2018
Master of Science (MS), Organizational Development
United States Army, Officer Candidate School 2001 — 2006
Commissioned Officer, Military Signal/Geospatial Intelligence, 0-1
Hampton University 1993 — 1997
B.S., Airway Science
Edward Mimnaugh's Wells Fargo Advisors Experience June 2010 - August 2010
Job Broker Trainee at GFI Group
Industry Financial Services
Experience
GFI Group Equity Sales Trading InternGFI GroupJune 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Education
Hamilton College 2008 — 2012
GFI Group Equity Sales Trading InternGFI GroupJune 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Education
Hamilton College 2008 — 2012
Lori Sadler's Wells Fargo Advisors Experience October 2012 - Present
Job Business Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors May 2007 - October 2012
Skills
Banking, Equities, Mutual Funds, Securities, Bloomberg
Education
Greenville College 2011 — 2013
Bachelor of Science (B.S.)
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors May 2007 - October 2012
Skills
Banking, Equities, Mutual Funds, Securities, Bloomberg
Education
Greenville College 2011 — 2013
Bachelor of Science (B.S.)
Anna Getzinger's Wells Fargo Advisors Experience September 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2004 - Present
Charles Schwab 1998 - 2004
Skills
Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Asset Allocation, Financial Planning, Retirement, Portfolio Management
Education
Georgia Southern University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo Advisors September 2004 - Present
Charles Schwab 1998 - 2004
Skills
Finance, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 7, Asset Allocation, Financial Planning, Retirement, Portfolio Management
Education
Georgia Southern University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Ashton Green's Wells Fargo Advisors Experience August 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Edward Jones February 2010 - August 2013
Skills
Banking, Budgets, Insurance, Leadership, Mortgage Lending, Portfolio Management, Retirement Planning, Saving for Education, Small Business, Strategic Planning, Financial Advisory, Sales, Strategic Financial..., Series 7
Education
Georgia Military College-Milledgeville Campus
Wells Fargo Advisors August 2013 - Present
Edward Jones February 2010 - August 2013
Skills
Banking, Budgets, Insurance, Leadership, Mortgage Lending, Portfolio Management, Retirement Planning, Saving for Education, Small Business, Strategic Planning, Financial Advisory, Sales, Strategic Financial..., Series 7
Education
Georgia Military College-Milledgeville Campus
Larry Schram's Wells Fargo Advisors Experience August 2010 - September 2011
Job Chief Financial Officer at EarlyShares.com LLC
Industry Financial Services
Experience
EarlyShares.com LLC March 2012 - Present
Wells Fargo Advisors August 2010 - September 2011
Comerica Securities October 2001 - August 2010
Skills
New Business Development, Small Business, Financial Planning, Sales Presentations, Group Presentations, Analysis, Business Strategy, Coaching, Mentoring, Organizing, Planning
Education
University of San Diego 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
Grossmont College 1980 — 1984
General Education, Business Administration, Management and Operations
EarlyShares.com LLC March 2012 - Present
Wells Fargo Advisors August 2010 - September 2011
Comerica Securities October 2001 - August 2010
Skills
New Business Development, Small Business, Financial Planning, Sales Presentations, Group Presentations, Analysis, Business Strategy, Coaching, Mentoring, Organizing, Planning
Education
University of San Diego 1985 — 1987
Bachelor of Business Administration (BBA), Finance, General
Grossmont College 1980 — 1984
General Education, Business Administration, Management and Operations
Libby Romack's Wells Fargo Advisors Experience December 2008 - September 2011
Job Managing Director Investments at Benjamin F. Edwards & Co.
Industry Investment Management
Experience
Benjamin F. Edwards & Co. September 2011 - Present
Wells Fargo Advisors December 2008 - September 2011
Wachovia Securities June 2008 - December 2008
A G Edwards & Co. April 1993 - June 2007
Skills
Investment Planning, Retirement Planning, Estate Planning, College Education..., Investments, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement
Education
Gulf Coast Community College 1987 — 1994
Associate of Arts (A.A.)
Mosley High School 1984 — 1987
Benjamin F. Edwards & Co. September 2011 - Present
Wells Fargo Advisors December 2008 - September 2011
Wachovia Securities June 2008 - December 2008
A G Edwards & Co. April 1993 - June 2007
Skills
Investment Planning, Retirement Planning, Estate Planning, College Education..., Investments, Finance, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Retirement
Education
Gulf Coast Community College 1987 — 1994
Associate of Arts (A.A.)
Mosley High School 1984 — 1987
Matt Hymbaugh's Wells Fargo Advisors Experience October 2011 - June 2012
Job Collector 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2012 - Present
Wells Fargo Advisors October 2011 - June 2012
Target June 2010 - October 2011
Education
Graceland University 2009 — 2010
Bachelor
Southwestern Community College 2004 — 2006
Associate's degree
Wells Fargo July 2012 - Present
Wells Fargo Advisors October 2011 - June 2012
Target June 2010 - October 2011
Education
Graceland University 2009 — 2010
Bachelor
Southwestern Community College 2004 — 2006
Associate's degree
jeffrey polcar's Wells Fargo Advisors Experience June 2008 - Present
Job Financial Advisors at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2008 - Present
Skills
Retirement Planning, Wealth Management, Portfolio Management, Financial Analysis, Investments
Education
Grove City College
Wells Fargo Advisors June 2008 - Present
Skills
Retirement Planning, Wealth Management, Portfolio Management, Financial Analysis, Investments
Education
Grove City College
Michael Despres's Wells Fargo Advisors Experience June 1986 - Present
Job Senior Vice PResident Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 1986 - Present
Education
Michigan State University 1984 — 1986
Bachelor's degree - Liberal Arts, Finance, General
Grand Rapids Community College 1982 — 1984
Wells Fargo Advisors June 1986 - Present
Education
Michigan State University 1984 — 1986
Bachelor's degree - Liberal Arts, Finance, General
Grand Rapids Community College 1982 — 1984
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