Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Employee
Years
Job
Industry
Ashley Blanchard Ashley Blanchard's Wells Fargo Advisors Experience November 2011 - April 2013
Job Underwriter
Industry Real Estate
Experience
Wells Fargo Advisors November 2011 - April 2013
UCare September 2011 - December 2011
Education
Hennepin Technical College 2013 — 2015
Associate's Degree, Accounting and Business/Management
Minnesota Realty School 2014 — 2014
Real Estate
Wells Fargo Advisors November 2011 - April 2013
UCare September 2011 - December 2011
Education
Hennepin Technical College 2013 — 2015
Associate's Degree, Accounting and Business/Management
Minnesota Realty School 2014 — 2014
Real Estate
Kirsten Kobbeman Kirsten Kobbeman's Wells Fargo Advisors Experience April 2014 - Present
Job Business Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors 2000 - April 2014
A.G. Edwards 1992 - December 1999
Skills
Process Improvement, Requirements Analysis, Business Analysis, Service Delivery, Service Excellence, SDLC, Visio, Vendor Management, Requirements Gathering, Integration, Testing, SharePoint
Education
Illinois State University 1989 — 1991
Bachelor of Science, Mathematics / Computer Science
University of Illinois at Urbana-Champaign 1987 — 1989
Architecture
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors 2000 - April 2014
A.G. Edwards 1992 - December 1999
Skills
Process Improvement, Requirements Analysis, Business Analysis, Service Delivery, Service Excellence, SDLC, Visio, Vendor Management, Requirements Gathering, Integration, Testing, SharePoint
Education
Illinois State University 1989 — 1991
Bachelor of Science, Mathematics / Computer Science
University of Illinois at Urbana-Champaign 1987 — 1989
Architecture
Brandie Bailey Brandie Bailey's Wells Fargo Advisors Experience October 2006 - December 2010
Job Implementation Manager
Industry Information Technology and Services
Experience
Black Knight Financial Services August 2014 - Present
Wells Fargo Advisors October 2006 - December 2010
Precision Imaging Solutions February 2005 - October 2006
Crockett Photography November 2001 - February 2005
Skills
Visio, Outlook, Adobe Acrobat, Microsoft Word, Microsoft Excel, PowerPoint, Quality Assurance, MS Project, Customer Service, Leadership, Microsoft Publisher, Advanced User with..., Microsoft PowerPoint, Microsoft Outlook, Microsoft Project, Microsoft Access, Microsoft Visio, HTML/CSS, Visual Basic Programming, Java Programming, Adobe Photoshop, Adobe Illustrator, Microsoft Expression, Photoshop, SAP, Adobe Creative Suite, InDesign, Technical Writing, Graphic Design, Web Design, Troubleshooting, Business Acumen, User Documentation, User Guide Creation, Microsoft Technologies, Web Application Design, Website Development, Management, Time Management, Access, Microsoft One Note, Windows Sharepoint..., Business Intelligence, Microsoft Azure, Remote Access, IT Strategy, Project Management, Process Improvement, HTML, Team Building
Education
University of Houston-Downtown 2011 — 2014
Bachelor's degree, Enterprise Information Systems
Houston Community College 2005 — 2008
Associate of Arts (A.A.), Design and Applied Arts
Black Knight Financial Services August 2014 - Present
Wells Fargo Advisors October 2006 - December 2010
Precision Imaging Solutions February 2005 - October 2006
Crockett Photography November 2001 - February 2005
Skills
Visio, Outlook, Adobe Acrobat, Microsoft Word, Microsoft Excel, PowerPoint, Quality Assurance, MS Project, Customer Service, Leadership, Microsoft Publisher, Advanced User with..., Microsoft PowerPoint, Microsoft Outlook, Microsoft Project, Microsoft Access, Microsoft Visio, HTML/CSS, Visual Basic Programming, Java Programming, Adobe Photoshop, Adobe Illustrator, Microsoft Expression, Photoshop, SAP, Adobe Creative Suite, InDesign, Technical Writing, Graphic Design, Web Design, Troubleshooting, Business Acumen, User Documentation, User Guide Creation, Microsoft Technologies, Web Application Design, Website Development, Management, Time Management, Access, Microsoft One Note, Windows Sharepoint..., Business Intelligence, Microsoft Azure, Remote Access, IT Strategy, Project Management, Process Improvement, HTML, Team Building
Education
University of Houston-Downtown 2011 — 2014
Bachelor's degree, Enterprise Information Systems
Houston Community College 2005 — 2008
Associate of Arts (A.A.), Design and Applied Arts
Max Bidna's Wells Fargo Advisors Experience June 2013 - August 2013
Job Venture Capital Associate
Industry Financial Services
Experience
Stratacution Ventures August 2015 - Present
Accelerate Long Island June 2015 - August 2015
College Startup July 2014 - June 2015
Opus Bank June 2014 - August 2014
Entrepreneurs Roundtable Accelerator January 2014 - June 2014
Wells Fargo Advisors June 2013 - August 2013
Groupars November 2010 - May 2011
Skills
Entrepreneurship, Start-ups, Social Media Marketing, Facebook, Marketing, Public Speaking, Social Networking, DCF Valuation, Mobile Applications, SEO, Microsoft Office, New Business Development, Business Development, Management, Digital Media, Email Marketing, Event Planning, Leadership, Public Relations, Marketing Strategy, Teamwork, Blogging, Photoshop, Business Planning, Product Marketing, Web Design, Project Management, Venture Capital, Private Equity
Education
Hofstra University
Bachelor’s Degree, Entrepreneurship
Stratacution Ventures August 2015 - Present
Accelerate Long Island June 2015 - August 2015
College Startup July 2014 - June 2015
Opus Bank June 2014 - August 2014
Entrepreneurs Roundtable Accelerator January 2014 - June 2014
Wells Fargo Advisors June 2013 - August 2013
Groupars November 2010 - May 2011
Skills
Entrepreneurship, Start-ups, Social Media Marketing, Facebook, Marketing, Public Speaking, Social Networking, DCF Valuation, Mobile Applications, SEO, Microsoft Office, New Business Development, Business Development, Management, Digital Media, Email Marketing, Event Planning, Leadership, Public Relations, Marketing Strategy, Teamwork, Blogging, Photoshop, Business Planning, Product Marketing, Web Design, Project Management, Venture Capital, Private Equity
Education
Hofstra University
Bachelor’s Degree, Entrepreneurship
Susan Paolo Susan Paolo's Wells Fargo Advisors Experience August 2012 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Edward Jones Investments July 2009 - August 2012
Bank of America May 2006 - May 2009
National City Mortgage May 2005 - May 2006
Wells Fargo January 2004 - May 2005
Wells Fargo January 2002 - January 2004
Wells Fargo January 2000 - January 2002
Wells Fargo August 1997 - December 1999
Cuyahoga Community College August 1991 - June 1994
Education
Lake Erie College 1990 — 1991
MBA, Management
Hiram College 1982 — 1986
BA, Management / Economics
Wells Fargo Advisors August 2012 - Present
Edward Jones Investments July 2009 - August 2012
Bank of America May 2006 - May 2009
National City Mortgage May 2005 - May 2006
Wells Fargo January 2004 - May 2005
Wells Fargo January 2002 - January 2004
Wells Fargo January 2000 - January 2002
Wells Fargo August 1997 - December 1999
Cuyahoga Community College August 1991 - June 1994
Education
Lake Erie College 1990 — 1991
MBA, Management
Hiram College 1982 — 1986
BA, Management / Economics
Renee Beard Renee Beard's Wells Fargo Advisors Experience April 2014 - Present
Job Securities Ops Service Specialist
Industry Banking
Experience
Wells Fargo Advisors April 2014 - Present
Aerotek June 2013 - April 2014
AEROTEK PROFESSIONAL STAFFING February 2013 - May 2013
Contractor - Aerotek Professional Staffing December 2010 - March 2012
Edward Jones 2009-2010 October 2009 - July 2010
The Bank of New York Mellon Corp July 1985 - December 2008
Boatmen's Bank July 1990 - 1995
Corporate Trust January 1985 - January 1987
Skills
Microsoft Excel, Fax, Access, Outlook, Microsoft Word, Banking, Account Reconciliation, Office Management, Customer Service, Accounts Receivable, Securities, Supervisory Skills, PowerPoint, Leadership, Public Speaking
Education
Illinois State University 1969 — 1971
Wells Fargo Advisors April 2014 - Present
Aerotek June 2013 - April 2014
AEROTEK PROFESSIONAL STAFFING February 2013 - May 2013
Contractor - Aerotek Professional Staffing December 2010 - March 2012
Edward Jones 2009-2010 October 2009 - July 2010
The Bank of New York Mellon Corp July 1985 - December 2008
Boatmen's Bank July 1990 - 1995
Corporate Trust January 1985 - January 1987
Skills
Microsoft Excel, Fax, Access, Outlook, Microsoft Word, Banking, Account Reconciliation, Office Management, Customer Service, Accounts Receivable, Securities, Supervisory Skills, PowerPoint, Leadership, Public Speaking
Education
Illinois State University 1969 — 1971
Markeisha Bradley Markeisha Bradley's Wells Fargo Advisors Experience April 2011 - July 2015
Job Analytic Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo Advisors April 2011 - July 2015
Wells Fargo Advisors July 2010 - April 2011
Citimortgage September 2009 - July 2010
Skills
Quality Assurance, Mortgage Lending, Regression Testing, Mortgage Banking, Test Cases, Loans, Testing, Banking, Credit, Test Management, Loan Origination, Leadership, Training, Analysis, Team Building, Public Speaking, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Management, Coaching, Marketing, Strategic Planning
Education
Harris-Stowe State University 2006 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Wells Fargo July 2015 - Present
Wells Fargo Advisors April 2011 - July 2015
Wells Fargo Advisors July 2010 - April 2011
Citimortgage September 2009 - July 2010
Skills
Quality Assurance, Mortgage Lending, Regression Testing, Mortgage Banking, Test Cases, Loans, Testing, Banking, Credit, Test Management, Loan Origination, Leadership, Training, Analysis, Team Building, Public Speaking, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Management, Coaching, Marketing, Strategic Planning
Education
Harris-Stowe State University 2006 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Shane Covington's Wells Fargo Advisors Experience June 2013 - October 2013
Job Accounts Payable Accountant at Enterprise Fleet Management
Industry Accounting
Experience
Enterprise Fleet Management February 2015 - Present
Mercer December 2014 - January 2015
Citibank September 2014 - November 2014
Optima Graphics February 2014 - September 2014
Wells Fargo Advisors June 2013 - October 2013
Professional Employment Group November 2012 - May 2013
Federal Loan Bank/Accountemps July 2012 - August 2012
Rels May 2012 - June 2012
Wells Fargo Home Mortgage March 2012 - April 2012
University of Minnesota August 2011 - September 2011
Skills
Accounts Receivable, QuickBooks, Data Entry, Spreadsheets, Peachtree, Credit, Microsoft Excel, File Management, Microsoft Word, Insurance, Fax, Database Administration, Research, Ministry Of Defence, Prime, Microsoft Mail, Accounts Payable, Accounting, Outlook, Auditing
Education
Rasmussen College 2008 — 2011
Bachelors Degree, Accounting
Hennepin Technical College 2005 — 2009
Associates Degree, Accounting
St. Louis Community College 1997 — 1999
Associate, Radio Broadcasting
St. Cloud State University 1995 — 1997
Enterprise Fleet Management February 2015 - Present
Mercer December 2014 - January 2015
Citibank September 2014 - November 2014
Optima Graphics February 2014 - September 2014
Wells Fargo Advisors June 2013 - October 2013
Professional Employment Group November 2012 - May 2013
Federal Loan Bank/Accountemps July 2012 - August 2012
Rels May 2012 - June 2012
Wells Fargo Home Mortgage March 2012 - April 2012
University of Minnesota August 2011 - September 2011
Skills
Accounts Receivable, QuickBooks, Data Entry, Spreadsheets, Peachtree, Credit, Microsoft Excel, File Management, Microsoft Word, Insurance, Fax, Database Administration, Research, Ministry Of Defence, Prime, Microsoft Mail, Accounts Payable, Accounting, Outlook, Auditing
Education
Rasmussen College 2008 — 2011
Bachelors Degree, Accounting
Hennepin Technical College 2005 — 2009
Associates Degree, Accounting
St. Louis Community College 1997 — 1999
Associate, Radio Broadcasting
St. Cloud State University 1995 — 1997
John Mendola John Mendola's Wells Fargo Advisors Experience February 1997 - July 2007
Job Financial Advisor/Portfolio Manager at Kovack Securities
Industry Financial Services
Experience
Kovack Securities September 2007 - Present
Wells Fargo Advisors February 1997 - July 2007
Skills
Former Flyfishing Guide, Golf, Soccer, Investment Advisory, Mutual Funds, Asset, Retirement Planning, Financial Advisory, Personal Finance, Asset Allocation, Series 7, Wealth Management
Education
University of Colorado at Boulder 1990 — 1992
Bachelor of Arts (BA), Biology
Hartwick College 1986 — 1987
Kovack Securities September 2007 - Present
Wells Fargo Advisors February 1997 - July 2007
Skills
Former Flyfishing Guide, Golf, Soccer, Investment Advisory, Mutual Funds, Asset, Retirement Planning, Financial Advisory, Personal Finance, Asset Allocation, Series 7, Wealth Management
Education
University of Colorado at Boulder 1990 — 1992
Bachelor of Arts (BA), Biology
Hartwick College 1986 — 1987
Stacey Wickliffe Stacey Wickliffe's Wells Fargo Advisors Experience March 2014 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Hamilton, Pyle & Bowman LLP January 2013 - January 2014
North Star Consultants of Texas December 2009 - November 2012
One West Bank September 2008 - November 2009
Alexander's Steakhouse January 2002 - January 2008
State Farm Insurance July 2006 - December 2007
Skills
Financial Analysis, Customer Service, Forecasting, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing, Financial Reporting, Financial Accounting, Outlook, Project Planning, Team Building, Leadership, Analysis, Team-oriented, Fixed Annuities, PowerPoint, Training
Education
Illinois State University 2002 — 2006
Bachelor of Business Degree, Business Administration; Finance, Accounting and Business Management
Parkland College 2000 — 2002
Marketing; Human Resources and Economics
Wells Fargo Advisors March 2014 - Present
Hamilton, Pyle & Bowman LLP January 2013 - January 2014
North Star Consultants of Texas December 2009 - November 2012
One West Bank September 2008 - November 2009
Alexander's Steakhouse January 2002 - January 2008
State Farm Insurance July 2006 - December 2007
Skills
Financial Analysis, Customer Service, Forecasting, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing, Financial Reporting, Financial Accounting, Outlook, Project Planning, Team Building, Leadership, Analysis, Team-oriented, Fixed Annuities, PowerPoint, Training
Education
Illinois State University 2002 — 2006
Bachelor of Business Degree, Business Administration; Finance, Accounting and Business Management
Parkland College 2000 — 2002
Marketing; Human Resources and Economics
Ryan Kieckhaefer Ryan Kieckhaefer's Wells Fargo Advisors Experience January 2010 - Present
Job Financial Consultant at Kieckhaefer Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2010 - Present
Skills
Retirement Planning, 401k Rollovers, Risk Management, Roth IRA, Mutual Funds, 401k, Public Speaking, College Education..., High Net Worth..., Traditional IRA
Education
Taylor University 2006 — 2010
Bachelors
Hong Kong Baptist University 2008 — 2008
Wells Fargo Advisors January 2010 - Present
Skills
Retirement Planning, 401k Rollovers, Risk Management, Roth IRA, Mutual Funds, 401k, Public Speaking, College Education..., High Net Worth..., Traditional IRA
Education
Taylor University 2006 — 2010
Bachelors
Hong Kong Baptist University 2008 — 2008
Dawn C. (Cox) Abernathy Dawn C. (Cox) Abernathy's Wells Fargo Advisors Experience 2013 - 2013
Job Senior Business Systems Analyst Consultant at Federal Reserve Bank of St. Louis
Industry Financial Services
Experience
Federal Reserve Bank of St. Louis April 2015 - Present
Reinsurance Group of America, Incorporated 2014 - Present
Scottrade 2013 - 2014
Wells Fargo Advisors 2013 - 2013
Moody Bible Institute 2011 - 2013
Spot Trading LLC 2008 - 2010
JPMorgan Chase 2007 - 2008
Skills
Analysis, Risk Management, Portfolio Management, Strategy, Financial Analysis, Finance, SQL, Integration, Databases, Leadership, Investments, Microsoft SQL Server, Software Development, Trading, Financial Services, VBA, Securities, C#, Microsoft Excel, Time Management
Education
IIT Stuart School of Business 2002 — 2004
Master's Degree
Illinois Institute of Technology 1997 — 2001
Bachelor's Degree
Federal Reserve Bank of St. Louis April 2015 - Present
Reinsurance Group of America, Incorporated 2014 - Present
Scottrade 2013 - 2014
Wells Fargo Advisors 2013 - 2013
Moody Bible Institute 2011 - 2013
Spot Trading LLC 2008 - 2010
JPMorgan Chase 2007 - 2008
Skills
Analysis, Risk Management, Portfolio Management, Strategy, Financial Analysis, Finance, SQL, Integration, Databases, Leadership, Investments, Microsoft SQL Server, Software Development, Trading, Financial Services, VBA, Securities, C#, Microsoft Excel, Time Management
Education
IIT Stuart School of Business 2002 — 2004
Master's Degree
Illinois Institute of Technology 1997 — 2001
Bachelor's Degree
Samuel S. Chi Samuel S. Chi's Wells Fargo Advisors Experience June 2012 - August 2012
Job Consultant at FTI Consulting
Industry Financial Services
Experience
FTI Consulting June 2014 - August 2014
Harvey & Company June 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Education
University of Southern California - Marshall School of Business 2012 — 2014
B.S., Business Administration, Finance
Hong Kong University of Science and Technology - School of Business and Management 2013 — 2013
B.B.A., Global Business
New York University - Leonard N. Stern School of Business 2009 — 2011
B.S., Finance, Economics
FTI Consulting June 2014 - August 2014
Harvey & Company June 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Education
University of Southern California - Marshall School of Business 2012 — 2014
B.S., Business Administration, Finance
Hong Kong University of Science and Technology - School of Business and Management 2013 — 2013
B.B.A., Global Business
New York University - Leonard N. Stern School of Business 2009 — 2011
B.S., Finance, Economics
Vincent Perez's Wells Fargo Advisors Experience May 2014 - November 2014
Job Sourcing Assistant at Cintas
Industry Staffing and Recruiting
Experience
Cintas June 2015 - Present
WilsonHCG June 2015 - Present
High Point University March 2014 - Present
High Point University November 2013 - May 2015
High Point University January 2014 - January 2015
Wells Fargo Advisors May 2014 - November 2014
Sustainable Furnishings Council October 2013 - November 2013
South River Golf course March 2013 - August 2013
Whole Foods Market November 2010 - August 2012
Skills
Leadership, Public Speaking, Management, Event Management, Customer Service, Sales, Teamwork, Social Media, Time Management, Strategic Communications, Event Planning, Customer Satisfaction, Social Media Marketing, Recruiting
Education
High Point University
High Point University
Cintas June 2015 - Present
WilsonHCG June 2015 - Present
High Point University March 2014 - Present
High Point University November 2013 - May 2015
High Point University January 2014 - January 2015
Wells Fargo Advisors May 2014 - November 2014
Sustainable Furnishings Council October 2013 - November 2013
South River Golf course March 2013 - August 2013
Whole Foods Market November 2010 - August 2012
Skills
Leadership, Public Speaking, Management, Event Management, Customer Service, Sales, Teamwork, Social Media, Time Management, Strategic Communications, Event Planning, Customer Satisfaction, Social Media Marketing, Recruiting
Education
High Point University
High Point University
Patrick (Patrick Shillinglaw) Seltzer Patrick (Patrick Shillinglaw) Seltzer's Wells Fargo Advisors Experience October 2013 - February 2014
Job Contract Administrator
Industry Aviation & Aerospace
Experience
Northrop Grumman Corporation February 2014 - Present
Wells Fargo Advisors October 2013 - February 2014
Taberna Arros y Vi May 2013 - September 2013
L.O.R.E. Group April 2013 - July 2013
United States Marine Corps April 2009 - April 2013
Cafe Montana August 2007 - January 2009
Champions Martial Arts January 2002 - November 2008
Skills
Great Motivator, Leadership Development, Strategic Planning, New Business Development, Social Media Marketing, Branding & Identity, Team Leadership, Operations Management, Brand Awareness, Consulting, Highly motivated..., Brand Management, Management Consulting, Marketing Strategy, Sourcing, Defense, Business Strategy, Brand Development, Leadership, Social Networking, Nuclear, Military, Operational Planning, Security Clearance, Military Operations, Military Experience, DoD, Command, National Security, Organizational..., Training, Tactics, Intelligence, Information Assurance, Government, Military Training, Personnel Supervision, Force Protection, Marine Corps, Counterinsurgency, Security, Afghanistan, Strategic Leadership, Readiness, Research, Restaurant Management, Restaurants, Military Logistics, Combat
Education
Hawaii Pacific University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
UCLA 2005 — 2008
Bachelor's degree, Political Science and Government
Santa Monica College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Pacific Palisades
Northrop Grumman Corporation February 2014 - Present
Wells Fargo Advisors October 2013 - February 2014
Taberna Arros y Vi May 2013 - September 2013
L.O.R.E. Group April 2013 - July 2013
United States Marine Corps April 2009 - April 2013
Cafe Montana August 2007 - January 2009
Champions Martial Arts January 2002 - November 2008
Skills
Great Motivator, Leadership Development, Strategic Planning, New Business Development, Social Media Marketing, Branding & Identity, Team Leadership, Operations Management, Brand Awareness, Consulting, Highly motivated..., Brand Management, Management Consulting, Marketing Strategy, Sourcing, Defense, Business Strategy, Brand Development, Leadership, Social Networking, Nuclear, Military, Operational Planning, Security Clearance, Military Operations, Military Experience, DoD, Command, National Security, Organizational..., Training, Tactics, Intelligence, Information Assurance, Government, Military Training, Personnel Supervision, Force Protection, Marine Corps, Counterinsurgency, Security, Afghanistan, Strategic Leadership, Readiness, Research, Restaurant Management, Restaurants, Military Logistics, Combat
Education
Hawaii Pacific University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
UCLA 2005 — 2008
Bachelor's degree, Political Science and Government
Santa Monica College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Pacific Palisades
Dan Sherkow Dan Sherkow's Wells Fargo Advisors Experience September 1999 - January 2010
Job Senior Executive/COO of Diverse Publicly Traded Digital Media & Motion Picture Company
Industry Motion Pictures and Film
Experience
Global Entertainment Holdings, Inc. January 2013 - Present
Global Universal Entertainment January 2010 - January 2013
Wells Fargo Advisors September 1999 - January 2010
Randan Productions, Inc./Independent Motion Picture Producer 1987 - 1999
Sony Pictures Entertainment/Tri-Star Pictures 1984 - 1987
Paramount Pictures 1981 - 1984
Time Inc. 1977 - 1981
NBCUniversal, Inc. 1976 - 1977
Skills
Marketing Strategy, Start-ups, Business Strategy, Entertainment, Entrepreneurship, Film, Digital Media, Strategic Planning, Social Media, Social Media Marketing, Motion Picture..., Fundraising, Broadcast, Television, Market Research, Business Development, Management, Leadership, Strategy, Strategic Partnerships, Marketing, Mergers & Acquisitions, Program Management, Investments, Finance, Budgets, Risk Management, Negotiation, Social Networking, Business Planning, Sales, Analysis, Advertising, Event Management, Online Advertising, New Business Development, Small Business, Marketing Communications, Online Marketing, New Media, Mobile Devices, CRM, Event Planning, Public Relations, Contract Negotiation, Video, Executive Management, Email Marketing, Digital Marketing, Building Effective...
Education
Harvard Business School
MBA, Management
University of Wisconsin-Milwaukee
Bachelor of Fine Arts (BFA)/Honors, Fine and Studio Arts Management
Global Entertainment Holdings, Inc. January 2013 - Present
Global Universal Entertainment January 2010 - January 2013
Wells Fargo Advisors September 1999 - January 2010
Randan Productions, Inc./Independent Motion Picture Producer 1987 - 1999
Sony Pictures Entertainment/Tri-Star Pictures 1984 - 1987
Paramount Pictures 1981 - 1984
Time Inc. 1977 - 1981
NBCUniversal, Inc. 1976 - 1977
Skills
Marketing Strategy, Start-ups, Business Strategy, Entertainment, Entrepreneurship, Film, Digital Media, Strategic Planning, Social Media, Social Media Marketing, Motion Picture..., Fundraising, Broadcast, Television, Market Research, Business Development, Management, Leadership, Strategy, Strategic Partnerships, Marketing, Mergers & Acquisitions, Program Management, Investments, Finance, Budgets, Risk Management, Negotiation, Social Networking, Business Planning, Sales, Analysis, Advertising, Event Management, Online Advertising, New Business Development, Small Business, Marketing Communications, Online Marketing, New Media, Mobile Devices, CRM, Event Planning, Public Relations, Contract Negotiation, Video, Executive Management, Email Marketing, Digital Marketing, Building Effective...
Education
Harvard Business School
MBA, Management
University of Wisconsin-Milwaukee
Bachelor of Fine Arts (BFA)/Honors, Fine and Studio Arts Management
Cara Linehan's Wells Fargo Advisors Experience May 2010 - January 2012
Job Interior Design Coordinator at CA VENTURES, LLC
Industry Design
Experience
CA VENTURES, LLC April 2015 - Present
Zoeftig July 2013 - April 2015
Illinois State University Facilities Management May 2012 - May 2013
Illinois State University August 2010 - May 2012
Wells Fargo Advisors May 2010 - January 2012
RE/MAX Properties July 2006 - October 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, AutoCAD, Newsletters, Process Scheduler, Social Networking, Leadership, Public Relations, Budgets, Adobe Creative Suite, Fundraising, Project Management, MS Project, Supervisory Skills, Community Outreach, Dreamweaver, Higher Education, Illustrator, Revit, SketchUp, Microsoft Publisher, Sketching, Sales, Space planning, Rendering, Mac, CAD
Education
Illinois State University 2009 — 2013
Bachelor of Arts (B.A.), Interior and Environmental Design, Italian Studies
Lorenzo de' Medici - The Italian International Institute 2011 — 2011
Interior and Environmental Design; Italian
Lyons Township High School 2005 — 2009
St. John of the Cross
CA VENTURES, LLC April 2015 - Present
Zoeftig July 2013 - April 2015
Illinois State University Facilities Management May 2012 - May 2013
Illinois State University August 2010 - May 2012
Wells Fargo Advisors May 2010 - January 2012
RE/MAX Properties July 2006 - October 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, AutoCAD, Newsletters, Process Scheduler, Social Networking, Leadership, Public Relations, Budgets, Adobe Creative Suite, Fundraising, Project Management, MS Project, Supervisory Skills, Community Outreach, Dreamweaver, Higher Education, Illustrator, Revit, SketchUp, Microsoft Publisher, Sketching, Sales, Space planning, Rendering, Mac, CAD
Education
Illinois State University 2009 — 2013
Bachelor of Arts (B.A.), Interior and Environmental Design, Italian Studies
Lorenzo de' Medici - The Italian International Institute 2011 — 2011
Interior and Environmental Design; Italian
Lyons Township High School 2005 — 2009
St. John of the Cross
Roger Farish Roger Farish's Wells Fargo Advisors Experience September 1988 - April 2014
Job Retirement Specialist at HOME
Industry Writing and Editing
Experience
HOME May 2014 - Present
Wells Fargo Advisors September 1988 - April 2014
Mobil Oil Corporation May 1976 - September 1988
Texas Instruments/Geophysical Service Incorporated August 1966 - April 1976
Skills
Petroleum, Oil & Gas, Gas, Upstream, Onshore, Energy, Engineering, Offshore Drilling, Petroleum Geology, Project Planning
Education
Hendrix College 1962 — 1966
BS, Physics/Math
HOME May 2014 - Present
Wells Fargo Advisors September 1988 - April 2014
Mobil Oil Corporation May 1976 - September 1988
Texas Instruments/Geophysical Service Incorporated August 1966 - April 1976
Skills
Petroleum, Oil & Gas, Gas, Upstream, Onshore, Energy, Engineering, Offshore Drilling, Petroleum Geology, Project Planning
Education
Hendrix College 1962 — 1966
BS, Physics/Math
Corinne Gotti Mariolan Corinne Gotti Mariolan's Wells Fargo Advisors Experience November 1998 - November 2012
Job Branch Office Administrator
Industry Financial Services
Experience
Edward Jones November 2012 - Present
Wells Fargo Advisors November 1998 - November 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Financial Services, Lotus Notes, Credit, Securities, Office Management, Administration
Education
Hickey College 1983 — 1984
Certified Secretarial Degree, Administrative Assistant and Secretarial Science, General
Brentwood High School 1979 — 1983
High School, General Studies
Edward Jones November 2012 - Present
Wells Fargo Advisors November 1998 - November 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Financial Services, Lotus Notes, Credit, Securities, Office Management, Administration
Education
Hickey College 1983 — 1984
Certified Secretarial Degree, Administrative Assistant and Secretarial Science, General
Brentwood High School 1979 — 1983
High School, General Studies
Emily Brasel Emily Brasel's Wells Fargo Advisors Experience March 2011 - October 2012
Job Director of Communications at BJC HealthCare
Industry Hospital & Health Care
Experience
BJC HealthCare October 2012 - Present
Wells Fargo Advisors March 2011 - October 2012
Missouri Baptist Medical Center December 2007 - March 2011
BJC HealthCare April 2006 - December 2007
Bank of America 1998 - 2006
President Casino 1997 - 1998
Skills
Strategic Communications, Internal Communications, Corporate Communications, Leadership, Employee Engagement, Management, Cross-functional Team..., Program Management, Change Management, Vendor Management, Human Resources, Event Management
Education
University of Missouri-Saint Louis 2010 — 2010
Certificate, Business Administration
Illinois State University 1991 — 1995
BS, Communications
BJC HealthCare October 2012 - Present
Wells Fargo Advisors March 2011 - October 2012
Missouri Baptist Medical Center December 2007 - March 2011
BJC HealthCare April 2006 - December 2007
Bank of America 1998 - 2006
President Casino 1997 - 1998
Skills
Strategic Communications, Internal Communications, Corporate Communications, Leadership, Employee Engagement, Management, Cross-functional Team..., Program Management, Change Management, Vendor Management, Human Resources, Event Management
Education
University of Missouri-Saint Louis 2010 — 2010
Certificate, Business Administration
Illinois State University 1991 — 1995
BS, Communications
Andrew (AJ) Baworowsky Andrew (AJ) Baworowsky's Wells Fargo Advisors Experience July 2011 - January 2013
Job FP&A Analyst at Tesoro Corporation
Industry Financial Services
Experience
Tesoro Corporation May 2015 - Present
Emerson Process Management January 2013 - April 2015
Wells Fargo Advisors July 2011 - January 2013
Wells Fargo Advisors February 2010 - July 2011
MorganStanley SmithBarney LLC January 2009 - May 2009
RWTH Aachen University May 2008 - August 2008
AXA Advisors April 2006 - February 2007
Skills
Portfolio Management, Equities, Excel, Mutual Funds, Microsoft Office, Financial Modeling, Analysis, Word, Fixed Income, Financial Analysis, Investments, Asset Management, PowerPoint, Securities, Access, Research, Asset Allocation, Customer Service, Wealth Management, Data Analysis, Outlook, Public Speaking, German, Economics, Microsoft Excel
Education
Washington University in St. Louis - Olin Business School 2010 — 2013
MBA, Finance
Saint Louis University 2005 — 2009
BSBA, Finance and German Studies
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2007 — 2007
Tesoro Corporation May 2015 - Present
Emerson Process Management January 2013 - April 2015
Wells Fargo Advisors July 2011 - January 2013
Wells Fargo Advisors February 2010 - July 2011
MorganStanley SmithBarney LLC January 2009 - May 2009
RWTH Aachen University May 2008 - August 2008
AXA Advisors April 2006 - February 2007
Skills
Portfolio Management, Equities, Excel, Mutual Funds, Microsoft Office, Financial Modeling, Analysis, Word, Fixed Income, Financial Analysis, Investments, Asset Management, PowerPoint, Securities, Access, Research, Asset Allocation, Customer Service, Wealth Management, Data Analysis, Outlook, Public Speaking, German, Economics, Microsoft Excel
Education
Washington University in St. Louis - Olin Business School 2010 — 2013
MBA, Finance
Saint Louis University 2005 — 2009
BSBA, Finance and German Studies
Ruprecht-Karls-Universität Heidelberg / University of Heidelberg 2007 — 2007
ARTHUR L. THOMPSON, CFA ARTHUR L. THOMPSON, CFA's Wells Fargo Advisors Experience November 2013 - Present
Job SENIOR VICE PRESIDENTINVESTMENTS at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Skills
Financial Advisory, High Net Worth..., Asset Allocation, Retirement Planning,..., Retirement Planning
Education
University of Pennsylvania - The Wharton Graduate School
Master of Business Administration (MBA)
Howard University
Bachelor of Arts (B.A.), ACCOUNTING AND ECONOMICS
Wells Fargo Advisors November 2013 - Present
Skills
Financial Advisory, High Net Worth..., Asset Allocation, Retirement Planning,..., Retirement Planning
Education
University of Pennsylvania - The Wharton Graduate School
Master of Business Administration (MBA)
Howard University
Bachelor of Arts (B.A.), ACCOUNTING AND ECONOMICS
Petia Moutaftchieva Petia Moutaftchieva's Wells Fargo Advisors Experience June 2010 - May 2011
Job Analyst
Industry Financial Services
Experience
First Southwest November 2014 - Present
UBS October 2012 - October 2014
Chase June 2011 - September 2011
Wells Fargo Advisors June 2010 - May 2011
SMU International Center February 2010 - May 2010
Education
Instituto de Empresa 2011 — 2012
Master's degree, International Relations
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, 3.62
First Southwest November 2014 - Present
UBS October 2012 - October 2014
Chase June 2011 - September 2011
Wells Fargo Advisors June 2010 - May 2011
SMU International Center February 2010 - May 2010
Education
Instituto de Empresa 2011 — 2012
Master's degree, International Relations
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, 3.62
David Blazek David Blazek's Wells Fargo Advisors Experience June 2012 - December 2012
Job Compliance Manager at AvantCredit
Industry Financial Services
Experience
AvantCredit June 2014 - Present
AvantCredit November 2013 - May 2014
AvantCredit July 2013 - November 2013
Wells Fargo Advisors June 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Analysis, Quality Assurance, Management, Time Management, Customer Service, SQL, Leadership
Education
Illinois State University 2008 — 2012
Bachelor of Science (BS), Political Science and Government
Illinois State University 2008 — 2012
Bachelor of Science (BS), History
AvantCredit June 2014 - Present
AvantCredit November 2013 - May 2014
AvantCredit July 2013 - November 2013
Wells Fargo Advisors June 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Mutual Funds, Analysis, Quality Assurance, Management, Time Management, Customer Service, SQL, Leadership
Education
Illinois State University 2008 — 2012
Bachelor of Science (BS), Political Science and Government
Illinois State University 2008 — 2012
Bachelor of Science (BS), History
Mark Baliel Mark Baliel's Wells Fargo Advisors Experience December 2005 - July 2013
Job Managed Investment Specialist at TD Ameritrade, Inc.
Industry Financial Services
Experience
TD Ameritrade, Inc. July 2013 - Present
Wells Fargo Advisors December 2005 - July 2013
Fidelity Investments July 2004 - December 2005
Skills
Investments, Sales, Financial Advisory, Leadership, Finance, Financial Services, Insurance, Retirement Planning, Retirement, Business, Series 7, Series 63, Series 9, Series 10, CRPC, Mutual Funds, ETFs, Portfolio Management, Wealth Management..., Equity Trading
Education
Humboldt State University
B.A. Degree, Business and Communications
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
TD Ameritrade, Inc. July 2013 - Present
Wells Fargo Advisors December 2005 - July 2013
Fidelity Investments July 2004 - December 2005
Skills
Investments, Sales, Financial Advisory, Leadership, Finance, Financial Services, Insurance, Retirement Planning, Retirement, Business, Series 7, Series 63, Series 9, Series 10, CRPC, Mutual Funds, ETFs, Portfolio Management, Wealth Management..., Equity Trading
Education
Humboldt State University
B.A. Degree, Business and Communications
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
David Haddad, CTP's Wells Fargo Advisors Experience March 2011 - June 2012
Job Treasury Management Sales Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Citi June 2012 - June 2013
Wells Fargo Advisors March 2011 - June 2012
Abercrombie & Fitch May 2010 - May 2012
Skills
Financial Analysis, Sales, Accounting, Treasury Management, Customer Service, Teamwork, Leadership
Education
Harvard University 2015 — 2017
Business Communication, 4.0
The Ohio State University 2008 — 2012
Bachelor of Science (BS), Accounting
Wells Fargo July 2013 - Present
Citi June 2012 - June 2013
Wells Fargo Advisors March 2011 - June 2012
Abercrombie & Fitch May 2010 - May 2012
Skills
Financial Analysis, Sales, Accounting, Treasury Management, Customer Service, Teamwork, Leadership
Education
Harvard University 2015 — 2017
Business Communication, 4.0
The Ohio State University 2008 — 2012
Bachelor of Science (BS), Accounting
Jason Cui's Wells Fargo Advisors Experience June 2014 - August 2014
Job Student at Harvard | Founder at DCXP
Industry Internet
Experience
DCXP May 2015 - Present
Healthy Ventures May 2015 - Present
LivingSocial May 2015 - August 2015
PrepFactory January 2015 - May 2015
Wellist January 2015 - May 2015
Youth Inspire 2010 - September 2014
Research Science Institute July 2014 - August 2014
Wells Fargo Advisors June 2014 - August 2014
Broad Institute June 2013 - August 2013
National Cancer Institute January 2012 - June 2013
Education
Harvard University 2014 — 2018
Bachelor's Degree, Computer Science, Economics
Langley High School 2010 — 2014
DCXP May 2015 - Present
Healthy Ventures May 2015 - Present
LivingSocial May 2015 - August 2015
PrepFactory January 2015 - May 2015
Wellist January 2015 - May 2015
Youth Inspire 2010 - September 2014
Research Science Institute July 2014 - August 2014
Wells Fargo Advisors June 2014 - August 2014
Broad Institute June 2013 - August 2013
National Cancer Institute January 2012 - June 2013
Education
Harvard University 2014 — 2018
Bachelor's Degree, Computer Science, Economics
Langley High School 2010 — 2014
M. Jonathan Will, AAMS®'s Wells Fargo Advisors Experience July 2000 - December 2011
Job Investments, Retirement, Financial Management
Industry Financial Services
Experience
LPL Financial December 2011 - Present
Wells Fargo Advisors July 2000 - December 2011
Morgan Stanley 1999 - 2000
Skills
Investments, Retirement Planning, Financial Advisory, Investment Strategies, IRAs, Wealth Management, Mutual Funds, Education Funding, Investment Advisory, Retirement, Estate Planning, 401k, Strategic Financial..., Asset Allocation, Alternative Investments, Private Equity, Real Estate Private..., Hedge Funds, 401k Rollovers, Variable Annuities, Municipal Bonds, Fixed Annuities
Education
The Ohio State University 1994 — 1998
B.S., Personal Financial Management
Heidelberg University 1993 — 1994
Business
Dublin High School 1990 — 1993
LPL Financial December 2011 - Present
Wells Fargo Advisors July 2000 - December 2011
Morgan Stanley 1999 - 2000
Skills
Investments, Retirement Planning, Financial Advisory, Investment Strategies, IRAs, Wealth Management, Mutual Funds, Education Funding, Investment Advisory, Retirement, Estate Planning, 401k, Strategic Financial..., Asset Allocation, Alternative Investments, Private Equity, Real Estate Private..., Hedge Funds, 401k Rollovers, Variable Annuities, Municipal Bonds, Fixed Annuities
Education
The Ohio State University 1994 — 1998
B.S., Personal Financial Management
Heidelberg University 1993 — 1994
Business
Dublin High School 1990 — 1993
Alexander Guyton Alexander Guyton's Wells Fargo Advisors Experience December 2010 - May 2012
Job QA/BA Software Engineer at SavvisDirect Centurylink
Industry Computer & Network Security
Experience
SavvisDirect - Centurylink March 2015 - Present
Savvisdirect July 2012 - Present
Wells Fargo Advisors December 2010 - May 2012
Skills
C#, Visual C#, Cloud Computing, Servers, IIS, JavaScript, Java, Cloud Applications, Cloud Computing IaaS, Selenium Testing, Powershell, CSS, PHP, Apache, SaaS, XML, Windows 8, JavaSE, VBScript, Web Design, VMware, phpMyAdmin, HTML, Visual Studio, Computer Hardware, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Cloud Security, Private Cloud, Cloud Storage, cloud Servers, WordPress, PaaS, Visual C++, Ruby, Scripting, Graphic Design, Photoshop, Web Services, Web Applications, Computer Security, Windows 7, Visual Basic, Windows Server, Operating Systems
Education
Hickey College 2004 — 2006
Associate's degree, Computer Science
SavvisDirect - Centurylink March 2015 - Present
Savvisdirect July 2012 - Present
Wells Fargo Advisors December 2010 - May 2012
Skills
C#, Visual C#, Cloud Computing, Servers, IIS, JavaScript, Java, Cloud Applications, Cloud Computing IaaS, Selenium Testing, Powershell, CSS, PHP, Apache, SaaS, XML, Windows 8, JavaSE, VBScript, Web Design, VMware, phpMyAdmin, HTML, Visual Studio, Computer Hardware, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Exchange, Cloud Security, Private Cloud, Cloud Storage, cloud Servers, WordPress, PaaS, Visual C++, Ruby, Scripting, Graphic Design, Photoshop, Web Services, Web Applications, Computer Security, Windows 7, Visual Basic, Windows Server, Operating Systems
Education
Hickey College 2004 — 2006
Associate's degree, Computer Science
Jessica Cataneo's Wells Fargo Advisors Experience March 2011 - August 2012
Job Senior Recruiter at JPMorgan Chase & Co.
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
Michael Page July 2013 - September 2014
Fred Alger Management July 2012 - July 2013
Wells Fargo Advisors March 2011 - August 2012
Cohen & Steers February 2010 - June 2011
Lord Abbett May 2007 - February 2010
Skills
Recruiting, Executive Sales..., Front Office, Asset Management, Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Investments, Wealth Management, Series 63, Equities, Investment Strategies, Investment Advisory, Financial Services, Asset Managment, Hedge Funds, Uniform Combined State..., Securities, Portfolio Management, Fixed Income, Bonds, Financial Markets, Financial Modeling, Capital Markets, Private Equity Firms, Finance, ETFs, Financial Analysis, Financial Advisory, Business Development, Strategic Consulting, Contract Negotiation, Classical Ballet
Education
Hofstra University 2004 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Hofstra University 2003 — 2006
Bachlor of Communications, Public Relations; Political Science
DePaul High School 1999 — 2002
J.P. Morgan October 2014 - Present
Michael Page July 2013 - September 2014
Fred Alger Management July 2012 - July 2013
Wells Fargo Advisors March 2011 - August 2012
Cohen & Steers February 2010 - June 2011
Lord Abbett May 2007 - February 2010
Skills
Recruiting, Executive Sales..., Front Office, Asset Management, Mutual Funds, Alternative Investments, Series 7, Asset Allocation, Investments, Wealth Management, Series 63, Equities, Investment Strategies, Investment Advisory, Financial Services, Asset Managment, Hedge Funds, Uniform Combined State..., Securities, Portfolio Management, Fixed Income, Bonds, Financial Markets, Financial Modeling, Capital Markets, Private Equity Firms, Finance, ETFs, Financial Analysis, Financial Advisory, Business Development, Strategic Consulting, Contract Negotiation, Classical Ballet
Education
Hofstra University 2004 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Hofstra University 2003 — 2006
Bachlor of Communications, Public Relations; Political Science
DePaul High School 1999 — 2002
Margie Reyes Margie Reyes's Wells Fargo Advisors Experience 1990 - 1995
Job Financial Services Advisor
Industry Financial Services
Experience
SilverOak Financial Group, Ltd. March 2012 - Present
Chase March 2003 - October 2006
Frost Bank September 1996 - September 2000
Wells Fargo Advisors 1990 - 1995
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Securities, Life Insurance, Retirement, Portfolio Management, Strategic Financial..., Financial Services, Financial Advisory, Real Estate, Financial Analysis, IRAs, 401k Rollovers, Risk Management, Fixed Income, Small Business, Asset Allocation, Wealth Management, Valuation, Mergers & Acquisitions
Education
University of Phoenix 2002 — 2004
BA, Business
Cannon Trust School
Houston Community College
Banking and Financial Support Services
San Jacinto High
SilverOak Financial Group, Ltd. March 2012 - Present
Chase March 2003 - October 2006
Frost Bank September 1996 - September 2000
Wells Fargo Advisors 1990 - 1995
Skills
Investments, Mutual Funds, Retirement Planning, Series 7, Securities, Life Insurance, Retirement, Portfolio Management, Strategic Financial..., Financial Services, Financial Advisory, Real Estate, Financial Analysis, IRAs, 401k Rollovers, Risk Management, Fixed Income, Small Business, Asset Allocation, Wealth Management, Valuation, Mergers & Acquisitions
Education
University of Phoenix 2002 — 2004
BA, Business
Cannon Trust School
Houston Community College
Banking and Financial Support Services
San Jacinto High
Scott Gabbert Scott Gabbert's Wells Fargo Advisors Experience March 2014 - Present
Job Technical Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Bank of America June 2013 - March 2014
Ally Financial Inc. June 2011 - June 2013
Bank of America September 2006 - June 2011
Dassault Systemes April 2004 - August 2006
Transamerica Reinsurance September 1998 - April 2004
WordPerfect/Novell/Corel Inc. May 1991 - September 1998
Skills
Waterfall, SDLC, Software Quality..., User Acceptance Testing, Test Planning, Testing, Release Management, Test Automation, Requirements Analysis, Quality Assurance, Project Management, Project Planning, MS Project, MS Excel Pivot Tables, SEI CMM, RUP Methodologies, Microsoft Office..., Defect Tracking, Software Documentation, Process Improvement, Business Process, Quality Center, CRM, Microsoft Project, HP Quality Center
Education
Idaho State Univeristy 1987 — 1989
Associate of Arts and Sciences (AAS), Telecommunications
Idaho State University 1986 — 1988
Telecommunications Technology/Technician
Wells Fargo Advisors March 2014 - Present
Bank of America June 2013 - March 2014
Ally Financial Inc. June 2011 - June 2013
Bank of America September 2006 - June 2011
Dassault Systemes April 2004 - August 2006
Transamerica Reinsurance September 1998 - April 2004
WordPerfect/Novell/Corel Inc. May 1991 - September 1998
Skills
Waterfall, SDLC, Software Quality..., User Acceptance Testing, Test Planning, Testing, Release Management, Test Automation, Requirements Analysis, Quality Assurance, Project Management, Project Planning, MS Project, MS Excel Pivot Tables, SEI CMM, RUP Methodologies, Microsoft Office..., Defect Tracking, Software Documentation, Process Improvement, Business Process, Quality Center, CRM, Microsoft Project, HP Quality Center
Education
Idaho State Univeristy 1987 — 1989
Associate of Arts and Sciences (AAS), Telecommunications
Idaho State University 1986 — 1988
Telecommunications Technology/Technician
Eric Wiltfang Eric Wiltfang's Wells Fargo Advisors Experience February 2009 - Present
Job Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Merrill Lynch January 2001 - February 2009
Morgan Stanley July 1994 - January 2001
Skills
Uniform Combined State..., Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Fixed Income, Equities, Wealth Management..., 401k Rollovers, Series 63, Series 65, Retirement, Portfolio Management, Investments, Insurance, Finance, Strategic Financial..., Securities, Financial Planning
Education
Illinois State University 1989 — 1993
Bachlors of Science, Finance
Wells Fargo Advisors February 2009 - Present
Merrill Lynch January 2001 - February 2009
Morgan Stanley July 1994 - January 2001
Skills
Uniform Combined State..., Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Fixed Income, Equities, Wealth Management..., 401k Rollovers, Series 63, Series 65, Retirement, Portfolio Management, Investments, Insurance, Finance, Strategic Financial..., Securities, Financial Planning
Education
Illinois State University 1989 — 1993
Bachlors of Science, Finance
Joseph Krong Joseph Krong's Wells Fargo Advisors Experience June 2012 - August 2012
Job Senior Hartwick College & Entreprenuer
Industry Investment Banking
Experience
On The Rise Racing Stables November 2013 - Present
ValuEngine Inc. May 2015 - August 2015
Fasig-Tipton August 2014 - August 2014
Office Of Congressman Paul Tonko May 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Skills
Public Speaking, Leadership, Recruiting, Business Planning, Business Development, Event Planning, Pre-sales, Database Marketing, Direct Sales, Qualitative Research, Financial Accounting, Social Media Marketing, Email Marketing, Email Newsletter Design, Email Clients, Marketing Communications, Online Marketing, Stock Trading, Stock Picking
Education
Hartwick College 2014 — 2016
Double Major in Accounting and Business
Christian Brothers Academy Prepatory High School 2005 — 2012
Academics: National Honor Society Grades 9-12 Junior Honor Society Grades 7-8
On The Rise Racing Stables November 2013 - Present
ValuEngine Inc. May 2015 - August 2015
Fasig-Tipton August 2014 - August 2014
Office Of Congressman Paul Tonko May 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Skills
Public Speaking, Leadership, Recruiting, Business Planning, Business Development, Event Planning, Pre-sales, Database Marketing, Direct Sales, Qualitative Research, Financial Accounting, Social Media Marketing, Email Marketing, Email Newsletter Design, Email Clients, Marketing Communications, Online Marketing, Stock Trading, Stock Picking
Education
Hartwick College 2014 — 2016
Double Major in Accounting and Business
Christian Brothers Academy Prepatory High School 2005 — 2012
Academics: National Honor Society Grades 9-12 Junior Honor Society Grades 7-8
Karen Warren Karen Warren's Wells Fargo Advisors Experience August 2014 - Present
Job Certified Sales Associate/Compliance Assistant
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Warren Telecore Inc. (WTI) February 1986 - Present
Morgan Stanley Wealth Management February 2007 - August 2014
Smith Barney August 1999 - February 2007
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Event Planning, Marketing, Budgets, Social Networking, Project Management, Recruiting, Team Building, Project Planning, Social Media, Advertising, Event Management, Fundraising, Sales Management, Business Strategy
Education
Hofstra University 1976 — 1979
BBA, Accounting
Wells Fargo Advisors August 2014 - Present
Warren Telecore Inc. (WTI) February 1986 - Present
Morgan Stanley Wealth Management February 2007 - August 2014
Smith Barney August 1999 - February 2007
Skills
Marketing Communications, Social Media Marketing, Marketing Strategy, Event Planning, Marketing, Budgets, Social Networking, Project Management, Recruiting, Team Building, Project Planning, Social Media, Advertising, Event Management, Fundraising, Sales Management, Business Strategy
Education
Hofstra University 1976 — 1979
BBA, Accounting
Jonathan Abrams, CRPC®, CRPS®'s Wells Fargo Advisors Experience 2007 - 2010
Job Financial Advisor, Chartered Retirement Planning Counselor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2013 - Present
HSBC Securities 2010 - 2013
Wells Fargo Advisors 2007 - 2010
Bank of America 2002 - 2007
Dreyfus/Mellon Advisors 1997 - 2002
Education
Wharton School, University of Pennsylvania
Financial Advisor Executive Program
College for Financial Planning
Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist
Hofstra University
Banking and Finance
Ameriprise Financial 2013 - Present
HSBC Securities 2010 - 2013
Wells Fargo Advisors 2007 - 2010
Bank of America 2002 - 2007
Dreyfus/Mellon Advisors 1997 - 2002
Education
Wharton School, University of Pennsylvania
Financial Advisor Executive Program
College for Financial Planning
Chartered Retirement Planning Counselor, Chartered Retirement Plans Specialist
Hofstra University
Banking and Finance
DAVID DENEEN DAVID DENEEN's Wells Fargo Advisors Experience 1984 - Present
Job SENIOR VICE PRESIDENTINVESTMENT OFFICER at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 1984 - Present
Education
Illinois State University
Finance
Wells Fargo Advisors 1984 - Present
Education
Illinois State University
Finance
Christine Loomis Christine Loomis's Wells Fargo Advisors Experience March 2008 - July 2012
Job Business Analyst in Clearing and Risk
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Gander Mountain August 2007 - Present
RBC Capital Markets September 2014 - July 2015
RBC Capital Markets December 2013 - September 2014
RBC Capital Markets October 2012 - December 2013
Wells Fargo July 2012 - October 2012
Wells Fargo Advisors March 2008 - July 2012
Wells Fargo January 2007 - February 2008
Wells Fargo April 2004 - January 2007
Sancutary Salonspa July 2003 - August 2004
Skills
Analytics, Customer Service, Coordination, Microsoft Excel, Financial Risk, Fraud Detection, Investments, cash controls, Motivation, Restoration, Input, Diversity and Inclusion, Leadership Development, Operational Streamlining, Professional..., Adaptability, Leadership, Securities, Financial Services, Mutual Funds, Financial Analysis, Risk Management, Banking, Training, Time Management, Loans
Education
Hennepin Technical College
Photography
Chaska High School
Ameriprise Financial Services, Inc. July 2015 - Present
Gander Mountain August 2007 - Present
RBC Capital Markets September 2014 - July 2015
RBC Capital Markets December 2013 - September 2014
RBC Capital Markets October 2012 - December 2013
Wells Fargo July 2012 - October 2012
Wells Fargo Advisors March 2008 - July 2012
Wells Fargo January 2007 - February 2008
Wells Fargo April 2004 - January 2007
Sancutary Salonspa July 2003 - August 2004
Skills
Analytics, Customer Service, Coordination, Microsoft Excel, Financial Risk, Fraud Detection, Investments, cash controls, Motivation, Restoration, Input, Diversity and Inclusion, Leadership Development, Operational Streamlining, Professional..., Adaptability, Leadership, Securities, Financial Services, Mutual Funds, Financial Analysis, Risk Management, Banking, Training, Time Management, Loans
Education
Hennepin Technical College
Photography
Chaska High School
Broderick Johnson Broderick Johnson's Wells Fargo Advisors Experience June 2008 - June 2009
Job Senior Associate at The Raben Group
Industry Government Relations
Experience
The Raben Group March 2011 - Present
U.S. House of Representatives August 2009 - January 2011
Wells Fargo Advisors June 2008 - June 2009
Skills
Policy, Event Planning, Photographer for..., Photographer for client..., Research, Leadership, PowerPoint, Community Outreach, Public Speaking, Negotiation
Education
California State University, Fresno 2005 — 2008
B.S., Business Marketing
Humboldt State University 2004 — 2005
N/A, Business Administration
The Raben Group March 2011 - Present
U.S. House of Representatives August 2009 - January 2011
Wells Fargo Advisors June 2008 - June 2009
Skills
Policy, Event Planning, Photographer for..., Photographer for client..., Research, Leadership, PowerPoint, Community Outreach, Public Speaking, Negotiation
Education
California State University, Fresno 2005 — 2008
B.S., Business Marketing
Humboldt State University 2004 — 2005
N/A, Business Administration
Roger Farish Roger Farish's Wells Fargo Advisors Experience September 1988 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 1988 - Present
Mobil Oil September 1978 - September 1987
Education
Hendrix College 1963 — 1966
BS, Physics/Math
Wells Fargo Advisors September 1988 - Present
Mobil Oil September 1978 - September 1987
Education
Hendrix College 1963 — 1966
BS, Physics/Math
Rick Nelson CFP ® Rick Nelson CFP ®'s Wells Fargo Advisors Experience June 2009 - October 2012
Job Financial Advisor at Atherton Wealth Advisors
Industry Financial Services
Experience
Atherton Wealth Advisors December 2012 - Present
R & L Nelson Rice Farm September 1976 - Present
Wells Fargo Advisors June 2009 - October 2012
Sasco Electrical Contractors August 2002 - February 2005
Pacific Bell July 1970 - July 1998
Pacific Bell 1970 - 1998
Skills
Finance, Series 7, Financial Analysis, Financial Reporting, Retirement Planning, Budgets, Fixed Annuities, Financial Modeling, Wealth Management, Small Business, Strategic Financial..., Leadership, Strategic Planning, Microsoft Excel, Mutual Funds
Education
Harvard Business School 1986 — 1986
Program for Management Development, Business Administration, Management and Operations
University of California, Davis 1966 — 1970
BS, Mathematics
Atherton Wealth Advisors December 2012 - Present
R & L Nelson Rice Farm September 1976 - Present
Wells Fargo Advisors June 2009 - October 2012
Sasco Electrical Contractors August 2002 - February 2005
Pacific Bell July 1970 - July 1998
Pacific Bell 1970 - 1998
Skills
Finance, Series 7, Financial Analysis, Financial Reporting, Retirement Planning, Budgets, Fixed Annuities, Financial Modeling, Wealth Management, Small Business, Strategic Financial..., Leadership, Strategic Planning, Microsoft Excel, Mutual Funds
Education
Harvard Business School 1986 — 1986
Program for Management Development, Business Administration, Management and Operations
University of California, Davis 1966 — 1970
BS, Mathematics
Jarrod E. Biebel Jarrod E. Biebel's Wells Fargo Advisors Experience August 2002 - Present
Job Senior Financial Advisor and Senior PIM Portfolio Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors August 2002 - Present
Prudential Securities Inc. December 1999 - April 2002
Everen Securities Inc. September 1992 - December 1999
John Nuveen and Co. Inc. August 1991 - August 1992
Education
Harvard University, John F. Kennedy School of Government 2010 — 2010
Executive Education, Investment Decisions and Behavioral Finance
University of Pennsylvania - The Wharton School 2000 — 2000
Certified Investment Management Analyst
University of Denver - Daniels College of Business 1995 — 1998
Master of Science (MS), Finance
University of Wisconsin-Madison 1987 — 1991
Bachelor of Science (B.S.), Economics
Wells Fargo Advisors August 2002 - Present
Prudential Securities Inc. December 1999 - April 2002
Everen Securities Inc. September 1992 - December 1999
John Nuveen and Co. Inc. August 1991 - August 1992
Education
Harvard University, John F. Kennedy School of Government 2010 — 2010
Executive Education, Investment Decisions and Behavioral Finance
University of Pennsylvania - The Wharton School 2000 — 2000
Certified Investment Management Analyst
University of Denver - Daniels College of Business 1995 — 1998
Master of Science (MS), Finance
University of Wisconsin-Madison 1987 — 1991
Bachelor of Science (B.S.), Economics
Minal Gandhi-Shepard Minal Gandhi-Shepard's Wells Fargo Advisors Experience June 2008 - May 2011
Job Communications Manager at Wells Fargo Advisors Financial Network
Industry Writing and Editing
Experience
Wells Fargo Advisors Financial Network May 2011 - Present
Wells Fargo Advisors June 2008 - May 2011
St. Louis Post-Dispatch September 2006 - June 2008
Press-Telegram February 2003 - August 2006
Westways magazine - Automobile Club of Southern California March 2005 - September 2005
VIA magazine September 2002 - December 2002
Gannett / Statesman Journal May 2002 - September 2002
Skills
Editing, Writing, Layout, Communications Strategy, Time Management, Conducting Interviews, HTML, Web Production, Strategic Communications, Journalism, Ap Style, Editorial, AP Style, Proofreading, Newspapers, Blogging, Newsletters, Web Site Production, Storytelling, Headline Writing, Marketing, Copywriting, Copy Editing, Freelance Writing, Publishing, Research, Media Relations, News Writing, Magazines, Web Content, Content Management, Facebook, Press Releases, Publications, Content Strategy, Content Development, Multimedia, Corporate Communications, Feature Articles, New Media, WordPress, Internal Communications
Education
Harvard University 2008 — 2008
Fellow, Maynard Media Academy
San Jose State University 1997 — 2002
Magazine Journalism
Wells Fargo Advisors Financial Network May 2011 - Present
Wells Fargo Advisors June 2008 - May 2011
St. Louis Post-Dispatch September 2006 - June 2008
Press-Telegram February 2003 - August 2006
Westways magazine - Automobile Club of Southern California March 2005 - September 2005
VIA magazine September 2002 - December 2002
Gannett / Statesman Journal May 2002 - September 2002
Skills
Editing, Writing, Layout, Communications Strategy, Time Management, Conducting Interviews, HTML, Web Production, Strategic Communications, Journalism, Ap Style, Editorial, AP Style, Proofreading, Newspapers, Blogging, Newsletters, Web Site Production, Storytelling, Headline Writing, Marketing, Copywriting, Copy Editing, Freelance Writing, Publishing, Research, Media Relations, News Writing, Magazines, Web Content, Content Management, Facebook, Press Releases, Publications, Content Strategy, Content Development, Multimedia, Corporate Communications, Feature Articles, New Media, WordPress, Internal Communications
Education
Harvard University 2008 — 2008
Fellow, Maynard Media Academy
San Jose State University 1997 — 2002
Magazine Journalism
David E. Ellis's Wells Fargo Advisors Experience January 2008 - October 2009
Job Associate Director, DMS Offshore Investment Svcs. Ltd.
Industry Financial Services
Experience
DMS Offshore Investment Services Ltd. November 2014 - Present
Pomerantz LLP September 2012 - November 2014
The Garden City Group October 2009 - September 2012
Wells Fargo Advisors January 2008 - October 2009
Skills
Equities, Bloomberg, Investments, Securities, Trading, Fixed Income, Capital Markets, Series 7, Portfolio Management, Financial Modeling, Options, Alternative Investments, Mutual Funds, Asset Allocation, Banking, Financial Services, Finance, Loans, Analysis, Wealth Management, Hedge Funds
Education
Hofstra University 2009 — 2011
MBA, Quantitative Finance
Hofstra University 2000 — 2004
BBA, Finance
Lawrence High School 1996 — 2000
DMS Offshore Investment Services Ltd. November 2014 - Present
Pomerantz LLP September 2012 - November 2014
The Garden City Group October 2009 - September 2012
Wells Fargo Advisors January 2008 - October 2009
Skills
Equities, Bloomberg, Investments, Securities, Trading, Fixed Income, Capital Markets, Series 7, Portfolio Management, Financial Modeling, Options, Alternative Investments, Mutual Funds, Asset Allocation, Banking, Financial Services, Finance, Loans, Analysis, Wealth Management, Hedge Funds
Education
Hofstra University 2009 — 2011
MBA, Quantitative Finance
Hofstra University 2000 — 2004
BBA, Finance
Lawrence High School 1996 — 2000
Leah Mills Eller Leah Mills Eller's Wells Fargo Advisors Experience May 2009 - Present
Job Vice President Investments at Hogan Eller Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Morgan Stanley May 2004 - May 2009
Skills
Retirement Planning, Investments, Insurance, Mutual Funds, Asset Allocation
Education
Texas A&M University 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Henderson State University 1995 — 2000
Bachelor's degree, Finance, General
Wells Fargo Advisors May 2009 - Present
Morgan Stanley May 2004 - May 2009
Skills
Retirement Planning, Investments, Insurance, Mutual Funds, Asset Allocation
Education
Texas A&M University 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Henderson State University 1995 — 2000
Bachelor's degree, Finance, General
Christopher Fontana Christopher Fontana's Wells Fargo Advisors Experience April 2009 - Present
Job SVP Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
Bank of America July 1993 - March 2009
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Transfer, Wealth Planning, Wealth Strategies
Education
Hillsdale College 1988 — 1992
Bachelor of Arts (B.A.), Economics/Political Science
Wells Fargo Advisors April 2009 - Present
Bank of America July 1993 - March 2009
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Transfer, Wealth Planning, Wealth Strategies
Education
Hillsdale College 1988 — 1992
Bachelor of Arts (B.A.), Economics/Political Science
Bridget Duggan Bridget Duggan's Wells Fargo Advisors Experience July 2014 - Present
Job Iowa State University Alumni
Industry Public Relations and Communications
Experience
Wells Fargo Advisors July 2014 - Present
Olde Main Brewing Co. October 2011 - July 2014
ACCESS January 2014 - May 2014
Skills
Communication Skills, Internal Communications, Intercultural..., Customer Service, Creative Problem Solving, Training, Microsoft Office, Writing, Social Media, Organization, Leadership, Highly resourceful, Always Punctual
Education
Iowa State University 2011 — 2014
Bachelor's Degree, Communication Studies
Hawkeye Community College 2008 — 2011
General Studies
Wells Fargo Advisors July 2014 - Present
Olde Main Brewing Co. October 2011 - July 2014
ACCESS January 2014 - May 2014
Skills
Communication Skills, Internal Communications, Intercultural..., Customer Service, Creative Problem Solving, Training, Microsoft Office, Writing, Social Media, Organization, Leadership, Highly resourceful, Always Punctual
Education
Iowa State University 2011 — 2014
Bachelor's Degree, Communication Studies
Hawkeye Community College 2008 — 2011
General Studies
Helen McTyeire Drennen's Wells Fargo Advisors Experience 1981 - 1983
Job Residential Real Estate Brokerage
Industry Real Estate
Experience
RealtySouth 2013 - Present
S.S. Nesbitt & Co. 2013 - Present
McTyeire Enterprises 2002 - 2012
Portraits Inc. 1991 - 2001
SunTrust Bank 1983 - 1990
Wells Fargo Advisors 1981 - 1983
Skills
Problem Solving, Financial Analysis, Community Development, Public Speaking, New Business Development, Leadership, Sales, Insurance, Real Estate, Capital Raising, Management, Credit, Loans, Risk Management, Commercial Insurance, Employee Benefits, Commercial Lending, Real Estate Financing, Residential Mortgages, Real Estate Transactions, Real Estate Marketing
Education
Hollins University 1977 — 1981
Bachelor of Arts (B.A.), Economics & French
Mountain Brook High School 1973 — 1977
RealtySouth 2013 - Present
S.S. Nesbitt & Co. 2013 - Present
McTyeire Enterprises 2002 - 2012
Portraits Inc. 1991 - 2001
SunTrust Bank 1983 - 1990
Wells Fargo Advisors 1981 - 1983
Skills
Problem Solving, Financial Analysis, Community Development, Public Speaking, New Business Development, Leadership, Sales, Insurance, Real Estate, Capital Raising, Management, Credit, Loans, Risk Management, Commercial Insurance, Employee Benefits, Commercial Lending, Real Estate Financing, Residential Mortgages, Real Estate Transactions, Real Estate Marketing
Education
Hollins University 1977 — 1981
Bachelor of Arts (B.A.), Economics & French
Mountain Brook High School 1973 — 1977
Amanda Watkins Amanda Watkins's Wells Fargo Advisors Experience May 2013 - March 2015
Job sales consultant with Huntington National Bank
Industry Banking
Experience
Huntington National Bank March 2015 - Present
Wells Fargo Advisors May 2013 - March 2015
JPMorgan Chase January 2012 - May 2014
J.P. Morgan January 2011 - January 2012
JP Morgan Chase June 2010 - January 2011
Chanel project at Teleperformance February 2008 - March 2010
Skills
Mortgage Servicing, Internet Banking, Collections, Data Analysis, Automotive, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft SQL Server, Retail Banking, Retail, Management, Sales, Customer Service, Leadership, Loans, Finance, Negotiation, Team Building, Mortgage Lending, Mortgage Banking, Time Management, Credit, Sales Management, PowerPoint, Strategic Planning, Analysis, Social Media, CRM, Banking, Financial Services, Business Development, Financial Analysis, Customer Retention, Public Speaking, Training, Insurance, Investments, Portfolio Management, Risk Management, Strategy, Access, Event Planning, Advertising, Underwriting, Loan Origination, Process Improvement, Credit Analysis
Education
Hondros College of Business 2015 — 2015
Insurance
The Ohio State University 2009 — 2015
Bachelor of Business Administration (B.B.A.), International Business
New Albany high school 2004 — 2008
Diploma, General Studies
Huntington National Bank March 2015 - Present
Wells Fargo Advisors May 2013 - March 2015
JPMorgan Chase January 2012 - May 2014
J.P. Morgan January 2011 - January 2012
JP Morgan Chase June 2010 - January 2011
Chanel project at Teleperformance February 2008 - March 2010
Skills
Mortgage Servicing, Internet Banking, Collections, Data Analysis, Automotive, Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft SQL Server, Retail Banking, Retail, Management, Sales, Customer Service, Leadership, Loans, Finance, Negotiation, Team Building, Mortgage Lending, Mortgage Banking, Time Management, Credit, Sales Management, PowerPoint, Strategic Planning, Analysis, Social Media, CRM, Banking, Financial Services, Business Development, Financial Analysis, Customer Retention, Public Speaking, Training, Insurance, Investments, Portfolio Management, Risk Management, Strategy, Access, Event Planning, Advertising, Underwriting, Loan Origination, Process Improvement, Credit Analysis
Education
Hondros College of Business 2015 — 2015
Insurance
The Ohio State University 2009 — 2015
Bachelor of Business Administration (B.B.A.), International Business
New Albany high school 2004 — 2008
Diploma, General Studies
Kenny Bailey Kenny Bailey's Wells Fargo Advisors Experience Economic Support SpecialistGeorgia Department of Human ServicesMarch 2013 - Present
Job Economic Support Specialist at Georgia Department of Human Services
Industry Financial Services
Experience
Wells Fargo Advisors Economic Support SpecialistGeorgia Department of Human ServicesMarch 2013 - Present
Education
Howard University 2002 — 2005
Master of Fine Arts (M.F.A.), Film, 3.7
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Journalism, Communication and Media Studies
Wells Fargo Advisors Economic Support SpecialistGeorgia Department of Human ServicesMarch 2013 - Present
Education
Howard University 2002 — 2005
Master of Fine Arts (M.F.A.), Film, 3.7
University of Nebraska-Lincoln 1994 — 1999
Bachelor of Journalism, Communication and Media Studies
Jennifer Espinoza's Wells Fargo Advisors Experience November 2014 - Present
Job Senior Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
UBS November 2012 - November 2014
UBS September 2010 - January 2013
UBS Financial Services March 2005 - September 2010
UBS March 2006 - December 2006
UBS March 2004 - March 2005
First National Bank - Chicago Heights January 1999 - March 2004
Education
Illinois State University 2001 — 2003
Bachelor of Science
Texas A&M University-Corpus Christi 2000 — 2001
Biological Sciences
Wells Fargo Advisors November 2014 - Present
UBS November 2012 - November 2014
UBS September 2010 - January 2013
UBS Financial Services March 2005 - September 2010
UBS March 2006 - December 2006
UBS March 2004 - March 2005
First National Bank - Chicago Heights January 1999 - March 2004
Education
Illinois State University 2001 — 2003
Bachelor of Science
Texas A&M University-Corpus Christi 2000 — 2001
Biological Sciences
Kevin Sheerin Jr. Kevin Sheerin Jr.'s Wells Fargo Advisors Experience April 2012 - January 2013
Job ROAR Beverages LLC
Industry Food & Beverages
Experience
ROAR Beverages LLC January 2013 - Present
Wells Fargo Advisors April 2012 - January 2013
Huntington Winter Club September 2009 - March 2012
Wachovia, A Wells Fargo Company January 2009 - December 2009
Education
Hofstra University 2006 — 2011
Business Management, Management, Accounting, Finance
ROAR Beverages LLC January 2013 - Present
Wells Fargo Advisors April 2012 - January 2013
Huntington Winter Club September 2009 - March 2012
Wachovia, A Wells Fargo Company January 2009 - December 2009
Education
Hofstra University 2006 — 2011
Business Management, Management, Accounting, Finance
Chanae Childress-Coates, MBA Chanae Childress-Coates, MBA's Wells Fargo Advisors Experience July 2008 - August 2012
Job Owner at Childress Coates Accounting, LLC
Industry Financial Services
Experience
Childress Coates Accounting, LLC July 2008 - Present
Washington University in St. Louis October 2012 - May 2014
HD Supply March 2012 - November 2012
Wells Fargo Advisors July 2008 - August 2012
Wells Fargo Advisors June 2008 - January 2010
Enterprise Rent-A-Car 2007 - 2008
Manheim's Gateway Auto Auction July 2006 - May 2007
Edward Jones March 2005 - May 2006
Skills
Microsoft Excel, Financial Analysis, Outlook, Strategic Planning, PowerPoint, Microsoft Word, Financial Modeling, Strategic Financial..., Financial Reporting, Customer Service, Microsoft Office, Accounting, Access, Data Analysis, Budgets
Education
Webster University 2004 — 2007
Master of Business Administration (MBA)
Illinois State University 2000 — 2004
Bachelor of Science (BS), Accounting
Childress Coates Accounting, LLC July 2008 - Present
Washington University in St. Louis October 2012 - May 2014
HD Supply March 2012 - November 2012
Wells Fargo Advisors July 2008 - August 2012
Wells Fargo Advisors June 2008 - January 2010
Enterprise Rent-A-Car 2007 - 2008
Manheim's Gateway Auto Auction July 2006 - May 2007
Edward Jones March 2005 - May 2006
Skills
Microsoft Excel, Financial Analysis, Outlook, Strategic Planning, PowerPoint, Microsoft Word, Financial Modeling, Strategic Financial..., Financial Reporting, Customer Service, Microsoft Office, Accounting, Access, Data Analysis, Budgets
Education
Webster University 2004 — 2007
Master of Business Administration (MBA)
Illinois State University 2000 — 2004
Bachelor of Science (BS), Accounting
Ryan Bonner'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
Edward Jones November 2009 - February 2014
Beacon Federal Credit Union February 2009 - May 2009
Skills
401(k) Rollovers, Asset Allocation, Investment Strategies, Investments, Retirement Plan..., Retirement Planning, Insurance, Fixed Annuities, Variable Annuities
Education
Huntington College 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
liberty center
liberty center
Wells Fargo Advisors February 2014 - Present
Edward Jones November 2009 - February 2014
Beacon Federal Credit Union February 2009 - May 2009
Skills
401(k) Rollovers, Asset Allocation, Investment Strategies, Investments, Retirement Plan..., Retirement Planning, Insurance, Fixed Annuities, Variable Annuities
Education
Huntington College 2005 — 2009
Bachelor's Degree, Business Administration and Management, General
liberty center
liberty center
Vidannie Camacho Vidannie Camacho's Wells Fargo Advisors Experience February 2012 - July 2013
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - July 2013
Wells Fargo Advisors May 2011 - February 2012
Wells Fargo Advisors April 2010 - April 2011
Toys R Us September 2008 - April 2010
Skills
Loans, Credit, Banking, Consumer Lending, Loan Origination, Small Business Lending, Mortgage Banking, Retail Banking, Credit Cards
Education
New Jersey City University 2012 — 2014
Business Administration and Finance Management
Hudson County Community College 2008 — 2010
Credits Transfer, Business Administration and Finance Management, 3.2
Union Hill High School 2004 — 2008
High School Diploma, Science and Mathematics, 3.4
Wells Fargo Advisors February 2012 - July 2013
Wells Fargo Advisors May 2011 - February 2012
Wells Fargo Advisors April 2010 - April 2011
Toys R Us September 2008 - April 2010
Skills
Loans, Credit, Banking, Consumer Lending, Loan Origination, Small Business Lending, Mortgage Banking, Retail Banking, Credit Cards
Education
New Jersey City University 2012 — 2014
Business Administration and Finance Management
Hudson County Community College 2008 — 2010
Credits Transfer, Business Administration and Finance Management, 3.2
Union Hill High School 2004 — 2008
High School Diploma, Science and Mathematics, 3.4
kristina bushman kristina bushman's Wells Fargo Advisors Experience 2011 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
UniQue Personnel Consultants October 2012 - January 2013
Wells Fargo Advisors 2011 - 2012
Wells Fargo Investments August 2010 - March 2011
Scottrade October 2009 - April 2010
United Community Bank March 2008 - July 2008
Patriots Personnel Service October 2007 - March 2008
Argent Healthcare Financial July 2006 - October 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, Internet, Microsoft Office, PowerPoint, Access, Accounting, Banking, Outlook, Data Entry, Accounts Receivable, Deposits
Education
Hickey College 2002 — 2003
Associate's degree, Accounting
UniQue Personnel Consultants October 2012 - January 2013
Wells Fargo Advisors 2011 - 2012
Wells Fargo Investments August 2010 - March 2011
Scottrade October 2009 - April 2010
United Community Bank March 2008 - July 2008
Patriots Personnel Service October 2007 - March 2008
Argent Healthcare Financial July 2006 - October 2007
Skills
Microsoft Excel, Microsoft Word, Customer Service, Internet, Microsoft Office, PowerPoint, Access, Accounting, Banking, Outlook, Data Entry, Accounts Receivable, Deposits
Education
Hickey College 2002 — 2003
Associate's degree, Accounting
John-Paul Valdez, MBA's Wells Fargo Advisors Experience December 2007 - November 2010
Job Economist and Author
Industry Financial Services
Experience
City of Desert Hot Springs May 2015 - Present
It's Your Nickel June 2010 - Present
Coachella Valley Weekly October 2013 - August 2014
JustAnswer and Pearl.com December 2012 - November 2013
Candidate for Mayor DHS 2013 2012 - November 2013
The Desert Sun June 2012 - May 2013
Author 2012 - 2013
Wells Fargo Advisors December 2007 - November 2010
JP & Co January 1997 - January 2007
LANCOME,Division of L'Oreal January 1992 - January 1997
Skills
Spanish, Multilingual, French, English, Investments, Banking, Economics, Risk Management, Finance, Public Speaking, Business Planning, Strategic Planning, Sales, Budgets, Portfolio Management, Business Strategy, Marketing, Management, Negotiation, Leadership, Event Planning, Public Relations, Team Leadership, Strategy, Social Networking, Entrepreneurship, Blogging, Small Business, Nonprofits, Social Media, Social Media Marketing, Fundraising, Advertising, Marketing Strategy, Online Marketing, Online Advertising, Start-ups, Marketing Communications, Strategic Communications, Training, Event Management, Business Development, Editing, New Business Development, Media Relations, Facebook, Publishing, Email Marketing, Press Releases, Market Research
Education
IESE Business School - University of Navarra 1988 — 1990
Master of Business Administration (M.B.A.), International Finance and Marketing
Bauer College, University of Houston 1981 — 1985
BBA, Finance
Phillips Exeter Academy 1976 — 1980
Preparatory High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
City of Desert Hot Springs May 2015 - Present
It's Your Nickel June 2010 - Present
Coachella Valley Weekly October 2013 - August 2014
JustAnswer and Pearl.com December 2012 - November 2013
Candidate for Mayor DHS 2013 2012 - November 2013
The Desert Sun June 2012 - May 2013
Author 2012 - 2013
Wells Fargo Advisors December 2007 - November 2010
JP & Co January 1997 - January 2007
LANCOME,Division of L'Oreal January 1992 - January 1997
Skills
Spanish, Multilingual, French, English, Investments, Banking, Economics, Risk Management, Finance, Public Speaking, Business Planning, Strategic Planning, Sales, Budgets, Portfolio Management, Business Strategy, Marketing, Management, Negotiation, Leadership, Event Planning, Public Relations, Team Leadership, Strategy, Social Networking, Entrepreneurship, Blogging, Small Business, Nonprofits, Social Media, Social Media Marketing, Fundraising, Advertising, Marketing Strategy, Online Marketing, Online Advertising, Start-ups, Marketing Communications, Strategic Communications, Training, Event Management, Business Development, Editing, New Business Development, Media Relations, Facebook, Publishing, Email Marketing, Press Releases, Market Research
Education
IESE Business School - University of Navarra 1988 — 1990
Master of Business Administration (M.B.A.), International Finance and Marketing
Bauer College, University of Houston 1981 — 1985
BBA, Finance
Phillips Exeter Academy 1976 — 1980
Preparatory High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Vicki Unger's Wells Fargo Advisors Experience March 2014 - Present
Job Senior Vice President Investments, The Kopitz Unger Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Morgan Stanley Wealth Management July 2006 - March 2014
J.P. Morgan 1986 - 2003
Skills
Investment Management, Philanthropy, Executive Development, Executive Coaching, Women Owned Business, Strategy, Organizational..., Start-ups, Leadership Development, Management, Change Management, Entrepreneurship, Emotional Intelligence, Succession Planning, Training, Business Development, Team Building
Education
University of Rochester 1975 — 1979
Bachelor of Arts, History
Harvard University 1977 — 1978
American School of Paris 1971 — 1975
High school
Wells Fargo Advisors March 2014 - Present
Morgan Stanley Wealth Management July 2006 - March 2014
J.P. Morgan 1986 - 2003
Skills
Investment Management, Philanthropy, Executive Development, Executive Coaching, Women Owned Business, Strategy, Organizational..., Start-ups, Leadership Development, Management, Change Management, Entrepreneurship, Emotional Intelligence, Succession Planning, Training, Business Development, Team Building
Education
University of Rochester 1975 — 1979
Bachelor of Arts, History
Harvard University 1977 — 1978
American School of Paris 1971 — 1975
High school
Andrew Toering's Wells Fargo Advisors Experience 2011 - Present
Job Financial Advisor, Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2011 - Present
Merrill Lynch January 2006 - February 2011
The Home Depot June 2002 - August 2005
McKinsey & Company September 1997 - November 2001
Rhone-Poulenc September 1995 - September 1997
Skills
Investments, Strategy, Management, Financial Modeling, Financial Analysis, 401k Rollovers, Business Owner Planning, Concentrated Stock..., Insurance, Investment Strategies, Retirement Plan..., Retirement Planning, Risk Management, Wealth Preservation...
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2005
MBA
Institute of Paper Science & Technology 1993 — 1995
MS, Chemical Engineering/Paper Science
Hope College 1989 — 1993
BS, Chemistry, Physics, Math
Wells Fargo Advisors 2011 - Present
Merrill Lynch January 2006 - February 2011
The Home Depot June 2002 - August 2005
McKinsey & Company September 1997 - November 2001
Rhone-Poulenc September 1995 - September 1997
Skills
Investments, Strategy, Management, Financial Modeling, Financial Analysis, 401k Rollovers, Business Owner Planning, Concentrated Stock..., Insurance, Investment Strategies, Retirement Plan..., Retirement Planning, Risk Management, Wealth Preservation...
Education
Kennesaw State University - Michael J. Coles College of Business 2003 — 2005
MBA
Institute of Paper Science & Technology 1993 — 1995
MS, Chemical Engineering/Paper Science
Hope College 1989 — 1993
BS, Chemistry, Physics, Math
Reed Benet Reed Benet's Wells Fargo Advisors Experience 2013 - 2014
Job Founder/CEO at zeroto6t, inc.
Industry Financial Services
Experience
zeroto6t, inc. 2014 - Present
Wells Fargo Advisors 2013 - 2014
Morgan Stanley Wealth Management 2011 - 2013
Booz Allen Hamilton 2009 - 2011
Education
University of California, Davis 2004 — 2008
ABD Ph.D., Engineering, Transportation Technology & Policy
Harvard Business School 1989 — 1991
MBA, Entrepreneurship
Princeton University 1980 — 1984
A.B., Politics
zeroto6t, inc. 2014 - Present
Wells Fargo Advisors 2013 - 2014
Morgan Stanley Wealth Management 2011 - 2013
Booz Allen Hamilton 2009 - 2011
Education
University of California, Davis 2004 — 2008
ABD Ph.D., Engineering, Transportation Technology & Policy
Harvard Business School 1989 — 1991
MBA, Entrepreneurship
Princeton University 1980 — 1984
A.B., Politics
Monique L. Griffith Monique L. Griffith's Wells Fargo Advisors Experience August 2015 - Present
Job Student at HarrisStowe State University
Industry Management Consulting
Experience
Wells Fargo Advisors August 2015 - Present
Anthem Bluecross & Blueshield May 2015 - August 2015
Education
Harris-Stowe State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Senior
Wells Fargo Advisors August 2015 - Present
Anthem Bluecross & Blueshield May 2015 - August 2015
Education
Harris-Stowe State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Senior
Kathy Nesbit Kathy Nesbit's Wells Fargo Advisors Experience August 2015 - Present
Job Executive Administrative Assistant
Industry Investment Banking
Experience
Wells Fargo Advisors August 2015 - Present
Schnuck Markets, Inc. January 1999 - May 2015
Schnuck Markets, Inc. April 2006 - January 2013
Schnuck Markets, Inc. January 1999 - April 2006
Schnuck Markets, Inc. May 1997 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Teamwork, Team Building, Editing, Event Planning, Payroll, Spreadsheets, Telephone Skills, Accounts Payable, Budgets, Cashiering, 10 Key, Sales, Administrative...
Education
Illinois State University 1981 — 1983
Business/Commerce, General
Illinois State University 1981 — 1983
Business/Commerce, General
Wells Fargo Advisors August 2015 - Present
Schnuck Markets, Inc. January 1999 - May 2015
Schnuck Markets, Inc. April 2006 - January 2013
Schnuck Markets, Inc. January 1999 - April 2006
Schnuck Markets, Inc. May 1997 - January 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Teamwork, Team Building, Editing, Event Planning, Payroll, Spreadsheets, Telephone Skills, Accounts Payable, Budgets, Cashiering, 10 Key, Sales, Administrative...
Education
Illinois State University 1981 — 1983
Business/Commerce, General
Illinois State University 1981 — 1983
Business/Commerce, General
Corey Hill Corey Hill's Wells Fargo Advisors Experience November 2006 - June 2007
Job Network Customer Service Centers Construction & Engineering
Industry Telecommunications
Experience
AT&T June 2014 - Present
AT&T Global Services June 2007 - December 2014
AT&T August 2007 - June 2010
Wells Fargo Advisors November 2006 - June 2007
Skills
Sales, Customer Satisfaction, Leadership, Management, Strategy
Education
Henderson State University 2002 — 2005
Communication, General
AT&T June 2014 - Present
AT&T Global Services June 2007 - December 2014
AT&T August 2007 - June 2010
Wells Fargo Advisors November 2006 - June 2007
Skills
Sales, Customer Satisfaction, Leadership, Management, Strategy
Education
Henderson State University 2002 — 2005
Communication, General
Nolan C. Chris Smiley Nolan C. Chris Smiley's Wells Fargo Advisors Experience July 2011 - February 2012
Job Consumer Loan Officer / Licensed Bank Associate at Arvest Bank
Industry Financial Services
Experience
Arvest Bank August 2012 - Present
Arvest Bank April 2013 - January 2014
Arvest Mortgage Company March 2012 - April 2013
Wells Fargo Advisors July 2011 - February 2012
Chambers Bank Of North Arkansas November 2007 - July 2011
Chambers Bancshares June 2007 - November 2007
Bank House Chambers June 2001 - June 2007
Bank Of Glenwood September 1993 - June 2001
Education
Henderson State University 1988 — 1993
Bachelors of Business Administration (BBA) Management Degree, Business
Arvest Bank August 2012 - Present
Arvest Bank April 2013 - January 2014
Arvest Mortgage Company March 2012 - April 2013
Wells Fargo Advisors July 2011 - February 2012
Chambers Bank Of North Arkansas November 2007 - July 2011
Chambers Bancshares June 2007 - November 2007
Bank House Chambers June 2001 - June 2007
Bank Of Glenwood September 1993 - June 2001
Education
Henderson State University 1988 — 1993
Bachelors of Business Administration (BBA) Management Degree, Business
Karena Schroeder's Wells Fargo Advisors Experience 2008 - 2012
Job Senior Treasury Analyst at General Motors
Industry Automotive
Experience
General Motors 2014 - Present
Rothschild 2013 - 2013
Becton Dickinson 2013 - 2013
Wells Fargo Advisors 2008 - 2012
Education
Grand Valley State University - Seidman College of Business
Finance and Accounting Coursework
Hope College
Bachelor, Mathematics; Bachlor, Economics
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
General Motors 2014 - Present
Rothschild 2013 - 2013
Becton Dickinson 2013 - 2013
Wells Fargo Advisors 2008 - 2012
Education
Grand Valley State University - Seidman College of Business
Finance and Accounting Coursework
Hope College
Bachelor, Mathematics; Bachlor, Economics
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
Michelle Hucke Michelle Hucke's Wells Fargo Advisors Experience August 2015 - Present
Job Operations Specialist Estate Planning at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors January 2013 - August 2015
Wells Fargo Advisors July 2008 - January 2013
A.G. Edwards November 1999 - July 2008
Skills
Customer Service, Microsoft Office, Teamwork, Training, Team Building, Team Leadership
Education
Hickey College 1996 — 1997
Associate's degree, Legal Assistant/Paralegal
Gibault Catholic High School 1992 — 1996
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors January 2013 - August 2015
Wells Fargo Advisors July 2008 - January 2013
A.G. Edwards November 1999 - July 2008
Skills
Customer Service, Microsoft Office, Teamwork, Training, Team Building, Team Leadership
Education
Hickey College 1996 — 1997
Associate's degree, Legal Assistant/Paralegal
Gibault Catholic High School 1992 — 1996
Frank Leslie Frank Leslie's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors October 2014 - Present
Ameriprise Financial May 2009 - October 2014
Smith Barney April 2007 - May 2009
Education
William Mitchell College of Law 1980 — 1984
Juris Doctor
Hobart and William Smith Colleges 1976 — 1980
Bachelor of Arts
Wells Fargo Advisors October 2014 - Present
Ameriprise Financial May 2009 - October 2014
Smith Barney April 2007 - May 2009
Education
William Mitchell College of Law 1980 — 1984
Juris Doctor
Hobart and William Smith Colleges 1976 — 1980
Bachelor of Arts
James Hylas James Hylas's Wells Fargo Advisors Experience January 2013 - January 2014
Job Account Executive l Sales Solutions at HubSpot
Industry Computer Software
Experience
HubSpot July 2015 - Present
VMTurbo June 2014 - June 2015
Wells Fargo Advisors January 2013 - January 2014
UIL Holdings Corporation June 2013 - August 2013
Skills
Leadership, Sales, Cloud Computing, Data Center, Public Speaking, Time Management, Microsoft Excel, Customer Service, Social Media Marketing, Business Development, Marketing, Management, Virtualization, Salesforce.com, Financial Analysis, VMware, Budgets, VMTurbo, SaaS
Education
High Point University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Sales
HubSpot July 2015 - Present
VMTurbo June 2014 - June 2015
Wells Fargo Advisors January 2013 - January 2014
UIL Holdings Corporation June 2013 - August 2013
Skills
Leadership, Sales, Cloud Computing, Data Center, Public Speaking, Time Management, Microsoft Excel, Customer Service, Social Media Marketing, Business Development, Marketing, Management, Virtualization, Salesforce.com, Financial Analysis, VMware, Budgets, VMTurbo, SaaS
Education
High Point University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Sales
Jessica Schmit's Wells Fargo Advisors Experience July 2014 - April 2015
Job Associate Attorney at HeplerBroom LLC
Industry Legal Services
Experience
HeplerBroom LLC April 2015 - Present
Wells Fargo Advisors July 2014 - April 2015
US Department of Health and Human Services January 2014 - April 2014
Signature Health Services May 2013 - January 2014
Liberty Mutual Insurance November 2012 - September 2013
United States Attorney's Office June 2012 - August 2012
Barnes Jewish Hospital May 2010 - December 2011
University of Illinois at Springfield September 2008 - December 2009
Comarch June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Litigation
Education
Washington University in St. Louis School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Illinois Springfield 2008 — 2010
Clinical Laboratory Science, Chemistry, Graduated Summa Cum Laude
Illinois Institute of Technology 2005 — 2007
Candidate for Biomedical Engineering, B.S.
HeplerBroom LLC April 2015 - Present
Wells Fargo Advisors July 2014 - April 2015
US Department of Health and Human Services January 2014 - April 2014
Signature Health Services May 2013 - January 2014
Liberty Mutual Insurance November 2012 - September 2013
United States Attorney's Office June 2012 - August 2012
Barnes Jewish Hospital May 2010 - December 2011
University of Illinois at Springfield September 2008 - December 2009
Comarch June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Litigation
Education
Washington University in St. Louis School of Law 2011 — 2014
Doctor of Law (J.D.)
University of Illinois Springfield 2008 — 2010
Clinical Laboratory Science, Chemistry, Graduated Summa Cum Laude
Illinois Institute of Technology 2005 — 2007
Candidate for Biomedical Engineering, B.S.
Bryce Manning Bryce Manning's Wells Fargo Advisors Experience March 2014 - Present
Job Technical Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
TEKsystems August 2013 - March 2014
Wells Fargo Advisors May 2012 - July 2013
Technisource June 2011 - May 2012
WellPoint April 2008 - May 2011
A.G. Edwards & Sons, Inc. October 1999 - January 2006
Global Solutions Group January 1997 - October 1999
Monsanto January 1996 - January 1997
Advanced Technology Services January 1990 - January 1995
Skills
Integration, MS Project, Requirements Analysis, Compliance, Business Analysis, Software Documentation, Networking, PMP, SharePoint, Visio, Business Intelligence, PMO, Project Management, Security, SDLC
Education
Illinois Central College 1988 — 1991
Electronics Engineering Technology, Electronics Technology
Wells Fargo Advisors March 2014 - Present
TEKsystems August 2013 - March 2014
Wells Fargo Advisors May 2012 - July 2013
Technisource June 2011 - May 2012
WellPoint April 2008 - May 2011
A.G. Edwards & Sons, Inc. October 1999 - January 2006
Global Solutions Group January 1997 - October 1999
Monsanto January 1996 - January 1997
Advanced Technology Services January 1990 - January 1995
Skills
Integration, MS Project, Requirements Analysis, Compliance, Business Analysis, Software Documentation, Networking, PMP, SharePoint, Visio, Business Intelligence, PMO, Project Management, Security, SDLC
Education
Illinois Central College 1988 — 1991
Electronics Engineering Technology, Electronics Technology
David Holden David Holden's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
CASRA: California Association of Social Rehabilitation Agencies August 2013 - October 2014
CASRA: California Association of Social Rehabilitation Agencies March 2010 - August 2013
Harvard Kennedy School July 2008 - February 2011
Duffy Health Care April 2006 - September 2008
Skills
Public Policy, Policy Analysis, Leadership, Nonprofits, Fundraising, Social Entrepreneurship, Program Evaluation, Program Development, Workshop Facilitation, Adaptive Leadership, Management, Public Speaking, Community Outreach, Economic Development, Non-profits, Policy, Community Development, International Relations, Organizational..., Capacity Building, Philanthropy, Community Organizing, International..., Leadership Development, Human Rights, NGOs
Education
Harvard University Kennedy School of Government 2008 — 2009
Master of Public Administration, Leadership & Management
Temple University 1977 — 1981
Bachelor’s Degree, CLA HonorsPolitical Science
White Plains High School 1974 — 1977
P.S. 156
Wells Fargo Advisors October 2014 - Present
CASRA: California Association of Social Rehabilitation Agencies August 2013 - October 2014
CASRA: California Association of Social Rehabilitation Agencies March 2010 - August 2013
Harvard Kennedy School July 2008 - February 2011
Duffy Health Care April 2006 - September 2008
Skills
Public Policy, Policy Analysis, Leadership, Nonprofits, Fundraising, Social Entrepreneurship, Program Evaluation, Program Development, Workshop Facilitation, Adaptive Leadership, Management, Public Speaking, Community Outreach, Economic Development, Non-profits, Policy, Community Development, International Relations, Organizational..., Capacity Building, Philanthropy, Community Organizing, International..., Leadership Development, Human Rights, NGOs
Education
Harvard University Kennedy School of Government 2008 — 2009
Master of Public Administration, Leadership & Management
Temple University 1977 — 1981
Bachelor’s Degree, CLA HonorsPolitical Science
White Plains High School 1974 — 1977
P.S. 156
Christian Bennett's Wells Fargo Advisors Experience July 2014 - August 2014
Job Analyst at Hay Group
Industry
Experience
Hay Group June 2015 - Present
Harvard College Consulting Group August 2014 - Present
Wells Fargo Advisors July 2014 - August 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources July 2012 - July 2014
The Harvard Crimson February 2012 - May 2012
Romney for President September 2011 - May 2012
Ear, Nose & Throat Center of Utah May 2010 - August 2011
Skills
Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Research, Social Media, Microsoft Word, Teaching, Data Analysis, Leadership, Nonprofits, Event Planning, Editing, Writing
Education
Harvard University 2011 — 2017
Bachelor's Degree, Applied Mathematics, Focus in Economics, Secondary in East Asian Studies
East High School 2007 — 2011
Hay Group June 2015 - Present
Harvard College Consulting Group August 2014 - Present
Wells Fargo Advisors July 2014 - August 2014
The Church of Jesus Christ of Latter-day Saints - Human Resources July 2012 - July 2014
The Harvard Crimson February 2012 - May 2012
Romney for President September 2011 - May 2012
Ear, Nose & Throat Center of Utah May 2010 - August 2011
Skills
Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Research, Social Media, Microsoft Word, Teaching, Data Analysis, Leadership, Nonprofits, Event Planning, Editing, Writing
Education
Harvard University 2011 — 2017
Bachelor's Degree, Applied Mathematics, Focus in Economics, Secondary in East Asian Studies
East High School 2007 — 2011
Matthew Cipoletti, MBA Matthew Cipoletti, MBA's Wells Fargo Advisors Experience July 2009 - September 2009
Job Associate Relationship Manager, Large Corporate HSBC
Industry Financial Services
Experience
HSBC Commercial Banking January 2015 - Present
HSBC Commercial Banking October 2013 - December 2014
HSBC Commercial Banking March 2012 - October 2013
HSBC Commercial Banking July 2011 - March 2012
UBS May 2010 - July 2010
Wells Fargo Advisors July 2009 - September 2009
Skills
Financial Analysis, Financial Accounting, Commercial Lending, Commercial Mortgages, Credit Risk, Credit Analysis, Legal Documents, Equities, Valuation, Credit, Commercial Banking, Investments, Corporate Finance, Portfolio Management
Education
Hofstra University 2014 — 2017
Master of Science (MS), Accounting
Iona College 2011 — 2012
Master of Business Administration (MBA), Finance, Ecommerce, Cum Laude
Iona College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
HSBC Commercial Banking January 2015 - Present
HSBC Commercial Banking October 2013 - December 2014
HSBC Commercial Banking March 2012 - October 2013
HSBC Commercial Banking July 2011 - March 2012
UBS May 2010 - July 2010
Wells Fargo Advisors July 2009 - September 2009
Skills
Financial Analysis, Financial Accounting, Commercial Lending, Commercial Mortgages, Credit Risk, Credit Analysis, Legal Documents, Equities, Valuation, Credit, Commercial Banking, Investments, Corporate Finance, Portfolio Management
Education
Hofstra University 2014 — 2017
Master of Science (MS), Accounting
Iona College 2011 — 2012
Master of Business Administration (MBA), Finance, Ecommerce, Cum Laude
Iona College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Anne Calvert Anne Calvert's Wells Fargo Advisors Experience January 2015 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Skills
Investment Strategies, Retirement Planning, Asset Allocation, Investments, Financial Analysis, Economics, Multigenerational..., Research, Data Analysis, Strategic Planning, Qualitative Research, Public Speaking, Community Outreach
Education
Harvard University 2006 — 2010
BA
The Lawrenceville School 2002 — 2006
Cum Laude
Macquarie University
Universitat Pompeu Fabra
Wells Fargo Advisors January 2015 - Present
Skills
Investment Strategies, Retirement Planning, Asset Allocation, Investments, Financial Analysis, Economics, Multigenerational..., Research, Data Analysis, Strategic Planning, Qualitative Research, Public Speaking, Community Outreach
Education
Harvard University 2006 — 2010
BA
The Lawrenceville School 2002 — 2006
Cum Laude
Macquarie University
Universitat Pompeu Fabra
Sarah Belle Tate, M.A.'s Wells Fargo Advisors Experience May 2014 - May 2015
Job Director of Communications and Community Relations at High Point Chamber of Commerce
Industry Marketing and Advertising
Experience
High Point Chamber of Commerce June 2015 - Present
Wells Fargo Advisors May 2014 - May 2015
High Point University August 2014 - April 2015
Freelance Work June 2014 - August 2014
Quixote Group January 2014 - May 2014
High Point University November 2011 - December 2013
Furnitureland South, Inc April 2013 - August 2013
Rhythmic Rentals January 2011 - August 2012
Fred Astaire Dance Studio April 2010 - August 2010
Skills
Time Management, Teaching, Newsletters, Management, PowerPoint, Editing, Press Releases, Communication, Public Relations, Advertising, Marketing, Public Speaking, Awesomeness, Microsoft Office
Education
High Point University 2014 — 2015
Master's Degree, Strategic Communication
High Point University 2010 — 2014
BA Strategic Communications (May 2014), Advertising & Public Relations
High Point Chamber of Commerce June 2015 - Present
Wells Fargo Advisors May 2014 - May 2015
High Point University August 2014 - April 2015
Freelance Work June 2014 - August 2014
Quixote Group January 2014 - May 2014
High Point University November 2011 - December 2013
Furnitureland South, Inc April 2013 - August 2013
Rhythmic Rentals January 2011 - August 2012
Fred Astaire Dance Studio April 2010 - August 2010
Skills
Time Management, Teaching, Newsletters, Management, PowerPoint, Editing, Press Releases, Communication, Public Relations, Advertising, Marketing, Public Speaking, Awesomeness, Microsoft Office
Education
High Point University 2014 — 2015
Master's Degree, Strategic Communication
High Point University 2010 — 2014
BA Strategic Communications (May 2014), Advertising & Public Relations
Peter Gillotte Peter Gillotte's Wells Fargo Advisors Experience October 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
U.S. Bank February 2011 - October 2012
Brown Mackie College October 2009 - February 2012
The Wesleyan Church June 2009 - February 2011
Western Theological Seminary 2006 - 2009
The Wesleyan Church 2006 - 2009
Spring Lake Wesleyan Church September 2006 - September 2007
Hope College 2002 - 2006
Education
Hope College
Laingburg High School
Western Theological Seminary
Wells Fargo Advisors October 2012 - Present
U.S. Bank February 2011 - October 2012
Brown Mackie College October 2009 - February 2012
The Wesleyan Church June 2009 - February 2011
Western Theological Seminary 2006 - 2009
The Wesleyan Church 2006 - 2009
Spring Lake Wesleyan Church September 2006 - September 2007
Hope College 2002 - 2006
Education
Hope College
Laingburg High School
Western Theological Seminary
Margie Archer Margie Archer's Wells Fargo Advisors Experience June 2009 - Present
Job Vice PresidentInvestment Officer/Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Citi Smith Barney September 1994 - June 2009
Hamilton Investments 1991 - September 1994
Skills
Wealth Management, Retirement Planning, Asset Management, Investments, Insurance, Life & Health Licenses, Investment Strategies, Series 7, Series 65, ADPA, CRPS, Portfolio Management, 401k Rollovers, Financial Analysis, Domestic Partner..., LGBT, Saving for Education
Education
Illinois State University
Bachelors, Business/Finance
Wells Fargo Advisors June 2009 - Present
Citi Smith Barney September 1994 - June 2009
Hamilton Investments 1991 - September 1994
Skills
Wealth Management, Retirement Planning, Asset Management, Investments, Insurance, Life & Health Licenses, Investment Strategies, Series 7, Series 65, ADPA, CRPS, Portfolio Management, 401k Rollovers, Financial Analysis, Domestic Partner..., LGBT, Saving for Education
Education
Illinois State University
Bachelors, Business/Finance
Jason Glazier's Wells Fargo Advisors Experience May 2007 - July 2012
Job Financial Advisor at Strategic Planning & Investment Advisors, a financial advisory practice of Ameriprise Fin. Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Wells Fargo Advisors May 2007 - July 2012
Merrill Lynch June 2005 - April 2007
Citibank April 2003 - April 2005
Education
Humboldt State University 1999 — 2001
Business Administration, International Business & German
Santa Rosa Junior College 1993 — 1999
Associates in Arts, Liberal Arts
Ameriprise Financial Services, Inc. July 2012 - Present
Wells Fargo Advisors May 2007 - July 2012
Merrill Lynch June 2005 - April 2007
Citibank April 2003 - April 2005
Education
Humboldt State University 1999 — 2001
Business Administration, International Business & German
Santa Rosa Junior College 1993 — 1999
Associates in Arts, Liberal Arts
Nick Greer Nick Greer's Wells Fargo Advisors Experience January 2005 - April 2005
Job Solutions Architect at NexGen Storage
Industry Information Technology and Services
Experience
NexGen Storage March 2015 - Present
Atlantis Computing April 2012 - March 2015
iVision Technology Services May 2010 - May 2012
Veristor Systems February 2007 - May 2010
Compellent Technologies October 2005 - February 2007
Shavlik Technologies October 2005 - February 2007
Intradyn October 2005 - February 2007
Equus Computer Systems May 2005 - November 2005
Wells Fargo Advisors January 2005 - April 2005
Center Partners September 2000 - October 2004
Skills
Virtualization, Storage, Cloud Computing, Disaster Recovery, VMware, Storage Area Networks, Data Center, Storage Virtualization, Enterprise Storage, Enterprise Software, Deduplication, Servers, Pre-sales, SAN, HP, NetApp, Cluster, Enterprise Architecture, Citrix
Education
Idaho State University 2000 — 2004
Computer Information Technology, Computer and Information Sciences, General
NexGen Storage March 2015 - Present
Atlantis Computing April 2012 - March 2015
iVision Technology Services May 2010 - May 2012
Veristor Systems February 2007 - May 2010
Compellent Technologies October 2005 - February 2007
Shavlik Technologies October 2005 - February 2007
Intradyn October 2005 - February 2007
Equus Computer Systems May 2005 - November 2005
Wells Fargo Advisors January 2005 - April 2005
Center Partners September 2000 - October 2004
Skills
Virtualization, Storage, Cloud Computing, Disaster Recovery, VMware, Storage Area Networks, Data Center, Storage Virtualization, Enterprise Storage, Enterprise Software, Deduplication, Servers, Pre-sales, SAN, HP, NetApp, Cluster, Enterprise Architecture, Citrix
Education
Idaho State University 2000 — 2004
Computer Information Technology, Computer and Information Sciences, General
Robert Gawlik Robert Gawlik's Wells Fargo Advisors Experience December 2005 - July 2011
Job Associate Principal Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) February 2015 - Present
Morgan Stanley July 2011 - February 2015
Wells Fargo Advisors December 2005 - July 2011
Dreyfus May 1999 - December 2005
John Hancock Financial Services September 1994 - January 1999
Skills
Capital Markets, Auditing, Coaching, Management, Securities
Education
Hofstra University 1990 — 1994
BBA, Banking and Finance
Financial Industry Regulatory Authority (FINRA) February 2015 - Present
Morgan Stanley July 2011 - February 2015
Wells Fargo Advisors December 2005 - July 2011
Dreyfus May 1999 - December 2005
John Hancock Financial Services September 1994 - January 1999
Skills
Capital Markets, Auditing, Coaching, Management, Securities
Education
Hofstra University 1990 — 1994
BBA, Banking and Finance
Jordin Franklin's Wells Fargo Advisors Experience September 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Hastings College September 2011 - May 2014
Skills
Microsoft Word, Customer Service, Microsoft Excel, Social Networking, Microsoft Office, PowerPoint, Outlook, Asset Allocation, Investments, Financial Advisory, 401k Rollovers, Investment Strategies, Retirement Plan..., Retirement Savings, Teamwork, Community Outreach
Education
Hastings College 2009 — 2014
Bachelor of Arts (B.A.), Major(S):Human Resource Managment; Psychology; Communication Studies
Clay Center Public 2003 — 2009
Wells Fargo Advisors September 2014 - Present
Hastings College September 2011 - May 2014
Skills
Microsoft Word, Customer Service, Microsoft Excel, Social Networking, Microsoft Office, PowerPoint, Outlook, Asset Allocation, Investments, Financial Advisory, 401k Rollovers, Investment Strategies, Retirement Plan..., Retirement Savings, Teamwork, Community Outreach
Education
Hastings College 2009 — 2014
Bachelor of Arts (B.A.), Major(S):Human Resource Managment; Psychology; Communication Studies
Clay Center Public 2003 — 2009
Jason Valencia Jason Valencia's Wells Fargo Advisors Experience January 2011 - May 2011
Job Associate Director, Office of Financial Aid and Scholarships at UC Santa Barbara
Industry Higher Education
Experience
UC Santa Barbara October 2012 - Present
Centene Corporation May 2012 - September 2012
Centene Corporation May 2011 - May 2012
Wells Fargo Advisors January 2011 - May 2011
UC Santa Barbara September 2009 - July 2010
UC Santa Barbara March 2009 - September 2009
UC Santa Barbara November 2007 - March 2009
UC Santa Barbara May 2007 - November 2007
Skills
Strategy, Analysis, Strategic Planning, Nonprofits, Finance, Market Research, Policy, Financial Analysis, Process Improvement, Project Planning, Marketing Communications, Student Affairs, Administration, Data Analysis, Financial Modeling, Cross-functional Team..., Leadership, Business Strategy, Program Management, Project Management
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Business Administration and Management
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
MBA, International Business
University of California, Santa Barbara 2001 — 2006
B.A., Law and Society
UC Santa Barbara October 2012 - Present
Centene Corporation May 2012 - September 2012
Centene Corporation May 2011 - May 2012
Wells Fargo Advisors January 2011 - May 2011
UC Santa Barbara September 2009 - July 2010
UC Santa Barbara March 2009 - September 2009
UC Santa Barbara November 2007 - March 2009
UC Santa Barbara May 2007 - November 2007
Skills
Strategy, Analysis, Strategic Planning, Nonprofits, Finance, Market Research, Policy, Financial Analysis, Process Improvement, Project Planning, Marketing Communications, Student Affairs, Administration, Data Analysis, Financial Modeling, Cross-functional Team..., Leadership, Business Strategy, Program Management, Project Management
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
MBA, Business Administration and Management
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
MBA, International Business
University of California, Santa Barbara 2001 — 2006
B.A., Law and Society
Mitchell Padfield's Wells Fargo Advisors Experience March 2012 - August 2013
Job Loan Operations Specialist II
Industry Financial Services
Experience
NorthMarq Capital March 2015 - Present
Wells Fargo Home Mortgage January 2015 - March 2015
Robert Half September 2014 - January 2015
Target May 2014 - August 2014
Metro First Call September 2013 - June 2014
Wells Fargo Advisors March 2012 - August 2013
Corporate Graphics November 2010 - August 2011
Accountemps 2011 - 2011
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Finance, Budgets, Investments, Time Management, Loans, Sales, Leadership, Marketing, Analysis
Education
Minnesota State University, Mankato 2006 — 2011
Bachelor of Science, Finance, Economics
Humboldt State University 2009 — 2009
Finance, Economics
St. Croix Lutheran High School 2002 — 2006
High School Diploma, General Education
NorthMarq Capital March 2015 - Present
Wells Fargo Home Mortgage January 2015 - March 2015
Robert Half September 2014 - January 2015
Target May 2014 - August 2014
Metro First Call September 2013 - June 2014
Wells Fargo Advisors March 2012 - August 2013
Corporate Graphics November 2010 - August 2011
Accountemps 2011 - 2011
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Finance, Budgets, Investments, Time Management, Loans, Sales, Leadership, Marketing, Analysis
Education
Minnesota State University, Mankato 2006 — 2011
Bachelor of Science, Finance, Economics
Humboldt State University 2009 — 2009
Finance, Economics
St. Croix Lutheran High School 2002 — 2006
High School Diploma, General Education
Parker Fox Parker Fox's Wells Fargo Advisors Experience March 2013 - July 2014
Job Law Clerk at Goldwater Institute
Industry Legal Services
Experience
Goldwater Institute January 2015 - Present
CafeAmbience May 2014 - Present
Wells Fargo Advisors March 2013 - July 2014
Great Hearts Academies August 2012 - December 2012
Skills
Political Philosophy, Public Speaking, Tutoring, Teaching, Editing, Writing, History, Higher Education, Curriculum Development, Research, Critical Thinking, Curriculum Design, Blogging, Nonprofits, Microsoft Office, Community Outreach, Help Desk Support, Exotic Animals, Fashion History, Carriage of Goods by Sea
Education
Phoenix School of Law 2014 — 2017
Juris Doctor
Hillsdale College 2008 — 2012
Bachelor of Arts (BA), History and Mathematics
Goldwater Institute January 2015 - Present
CafeAmbience May 2014 - Present
Wells Fargo Advisors March 2013 - July 2014
Great Hearts Academies August 2012 - December 2012
Skills
Political Philosophy, Public Speaking, Tutoring, Teaching, Editing, Writing, History, Higher Education, Curriculum Development, Research, Critical Thinking, Curriculum Design, Blogging, Nonprofits, Microsoft Office, Community Outreach, Help Desk Support, Exotic Animals, Fashion History, Carriage of Goods by Sea
Education
Phoenix School of Law 2014 — 2017
Juris Doctor
Hillsdale College 2008 — 2012
Bachelor of Arts (BA), History and Mathematics
Brett Vetensky's Wells Fargo Advisors Experience December 2009 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2009 - Present
Morgan Stanley 2005 - 2009
Merrill Lynch 2000 - 2005
BMO Nesbitt Burns 1994 - 2000
Skills
Asset Allocation, Investments, Mutual Funds, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Retirement, Alternative Investments, Equities, Fixed Annuities, Fixed Income
Education
Hofstra University 1993 — 1994
Bachelor of Business Administration (BBA), Finance, General
University of Miami 1989 — 1993
Wells Fargo Advisors December 2009 - Present
Morgan Stanley 2005 - 2009
Merrill Lynch 2000 - 2005
BMO Nesbitt Burns 1994 - 2000
Skills
Asset Allocation, Investments, Mutual Funds, Financial Advisory, Securities, Investment Strategies, Retirement Planning, Retirement, Alternative Investments, Equities, Fixed Annuities, Fixed Income
Education
Hofstra University 1993 — 1994
Bachelor of Business Administration (BBA), Finance, General
University of Miami 1989 — 1993
Anthony Huerta Anthony Huerta's Wells Fargo Advisors Experience January 2006 - April 2010
Job Sr QA Engineer at Womply
Industry Computer Software
Experience
Womply December 2014 - Present
Bitcasa 2012 - November 2014
YouSendIt 2010 - 2012
Wells Fargo Advisors January 2006 - April 2010
Oodle 2009 - 2010
Skills
Quality Assurance, Software Quality..., JIRA, Selenium, Test Automation, Agile Methodologies, Test Planning, Scrum, Linux, Bugzilla, Java, XML, Python, REST, APIs, Databases, Team Management, Web Applications, OAuth, Troubleshooting, TestLink, TestRail, Deployment Strategies, QA Engineering, Software Testing Life..., Testing, Product Development, Test Cases
Education
Humboldt State University
Bachelor's degree, Applied Mathematics
Womply December 2014 - Present
Bitcasa 2012 - November 2014
YouSendIt 2010 - 2012
Wells Fargo Advisors January 2006 - April 2010
Oodle 2009 - 2010
Skills
Quality Assurance, Software Quality..., JIRA, Selenium, Test Automation, Agile Methodologies, Test Planning, Scrum, Linux, Bugzilla, Java, XML, Python, REST, APIs, Databases, Team Management, Web Applications, OAuth, Troubleshooting, TestLink, TestRail, Deployment Strategies, QA Engineering, Software Testing Life..., Testing, Product Development, Test Cases
Education
Humboldt State University
Bachelor's degree, Applied Mathematics
Amy Lefkowitz Amy Lefkowitz's Wells Fargo Advisors Experience July 2013 - June 2014
Job Attorney at Law at Law Office of Amy Lefkowitz
Industry Legal Services
Experience
Law Office of Amy Lefkowitz June 2014 - Present
Hines Ranc & Holub August 2012 - Present
Wells Fargo Advisors July 2013 - June 2014
Demond & Hassan, PLLC October 2010 - December 2011
Texas Criminal Court of Appeals June 2011 - July 2011
St. Mary's University School of Law 2009 - 2011
CEDRA Corporation October 2004 - February 2009
Skills
Legal Research, Legal Writing, Westlaw, Research, Criminal Law, Litigation, Courts, Appeals, Lexis, Legal Issues, Legal Documents, Estate Planning, Criminal Defense, Wills
Education
St. Mary's University School of Law 2009 — 2011
Doctor of Law (J.D.), Law
Huston-Tillotson University 2001 — 2004
Bachelor of Arts, Biology, General
Law Office of Amy Lefkowitz June 2014 - Present
Hines Ranc & Holub August 2012 - Present
Wells Fargo Advisors July 2013 - June 2014
Demond & Hassan, PLLC October 2010 - December 2011
Texas Criminal Court of Appeals June 2011 - July 2011
St. Mary's University School of Law 2009 - 2011
CEDRA Corporation October 2004 - February 2009
Skills
Legal Research, Legal Writing, Westlaw, Research, Criminal Law, Litigation, Courts, Appeals, Lexis, Legal Issues, Legal Documents, Estate Planning, Criminal Defense, Wills
Education
St. Mary's University School of Law 2009 — 2011
Doctor of Law (J.D.), Law
Huston-Tillotson University 2001 — 2004
Bachelor of Arts, Biology, General
Tyler Busdicker Tyler Busdicker's Wells Fargo Advisors Experience July 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - Present
Skills
Microsoft Excel, PowerPoint, Research, Data Analysis, Microsoft Word, PSN Enterprise, Public Speaking, Microsoft Office, Editing, Customer Service, Critical Thinking, Community Outreach, Statistics, Teamwork
Education
Hope College 2007 — 2011
Economics/Management
Wells Fargo Advisors July 2011 - Present
Skills
Microsoft Excel, PowerPoint, Research, Data Analysis, Microsoft Word, PSN Enterprise, Public Speaking, Microsoft Office, Editing, Customer Service, Critical Thinking, Community Outreach, Statistics, Teamwork
Education
Hope College 2007 — 2011
Economics/Management
Justine Juele Justine Juele's Wells Fargo Advisors Experience 2011 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2011 - Present
WebSafety, Irving Texas January 2010 - March 2011
Independent Producers of America July 2008 - December 2009
Cornerstone Marketing of America, division of U.I.C.I. 1993 - 2003
Skills
Financial Planning, Investments, Risk Analysis
Education
Hofstra University
Bachelors, Business, Computer Information Systems
Wells Fargo Advisors 2011 - Present
WebSafety, Irving Texas January 2010 - March 2011
Independent Producers of America July 2008 - December 2009
Cornerstone Marketing of America, division of U.I.C.I. 1993 - 2003
Skills
Financial Planning, Investments, Risk Analysis
Education
Hofstra University
Bachelors, Business, Computer Information Systems
Jim McGhee, CFP®, RICP® Jim McGhee, CFP®, RICP®'s Wells Fargo Advisors Experience April 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
Hewitt Associates 1982 - December 2008
Education
Iowa State University 2007 — 2011
Masters, Family Financial Plannng
Illinois State University 1976 — 1980
BS, Comp Sci, Math
Wells Fargo Advisors April 2009 - Present
Hewitt Associates 1982 - December 2008
Education
Iowa State University 2007 — 2011
Masters, Family Financial Plannng
Illinois State University 1976 — 1980
BS, Comp Sci, Math
Brian McElfresh Brian McElfresh's Wells Fargo Advisors Experience October 2011 - Present
Job Senior Manager First Vice President in Project Management Department @ Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2011 - Present
Wells Fargo Advisors, LLC August 2010 - October 2011
Solution Consultants March 2010 - August 2010
Edward Jones May 1996 - March 2010
Skills
Program Management, Business Strategy, Business Planning, Leadership, Project Management, Strategic Planning, Management, Management Consulting, Analysis, Recruiting, Training, Organizational..., Investments, Consulting, Business Analysis, Process Improvement, Strategy, SDLC, Financial Services, Business Development, Series 7, Series 63, PMO, Business Process..., Risk Management, Vendor Management, Finance, Team Leadership, Relationship Management
Education
Lindenwood University 1998 — 2000
MBA, Finance, General
Illinois State University 1992 — 1996
Finance and Computer Science, Finance, General
Wells Fargo Advisors October 2011 - Present
Wells Fargo Advisors, LLC August 2010 - October 2011
Solution Consultants March 2010 - August 2010
Edward Jones May 1996 - March 2010
Skills
Program Management, Business Strategy, Business Planning, Leadership, Project Management, Strategic Planning, Management, Management Consulting, Analysis, Recruiting, Training, Organizational..., Investments, Consulting, Business Analysis, Process Improvement, Strategy, SDLC, Financial Services, Business Development, Series 7, Series 63, PMO, Business Process..., Risk Management, Vendor Management, Finance, Team Leadership, Relationship Management
Education
Lindenwood University 1998 — 2000
MBA, Finance, General
Illinois State University 1992 — 1996
Finance and Computer Science, Finance, General
Bob Gipp Bob Gipp's Wells Fargo Advisors Experience September 2012 - Present
Job Assistant Vice President, Branch Manager at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors September 2012 - Present
Schonfeld Group Holdings September 2006 - September 2012
Allstate May 2004 - August 2006
Schonfeld Group March 1997 - April 2004
Morgan Stanley Smith Barney May 1996 - March 1997
Skills
Equities, Portfolio Management, Hedge Funds, Trading, Financial Markets, Capital Markets, Series 63, Investments, Equity Trading, Finance, Fixed Income, Series 7, Risk Management, Securities, Options, Electronic Trading, Alternative Investments, Mentoring, Asset Management, Trading Systems, Technical Analysis, Wealth Management, Asset Allocation, Proprietary Trading, FINRA, Investment Advisory, Branch Management, Sales Management, Team Building, Team Management, Equity Capital Markets, Client Relationship..., Performance Reviews, Staff Development, Bloomberg, Commodities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
Hofstra University 1993 — 1996
BBA, Banking & Finance
Wells Fargo Advisors September 2012 - Present
Schonfeld Group Holdings September 2006 - September 2012
Allstate May 2004 - August 2006
Schonfeld Group March 1997 - April 2004
Morgan Stanley Smith Barney May 1996 - March 1997
Skills
Equities, Portfolio Management, Hedge Funds, Trading, Financial Markets, Capital Markets, Series 63, Investments, Equity Trading, Finance, Fixed Income, Series 7, Risk Management, Securities, Options, Electronic Trading, Alternative Investments, Mentoring, Asset Management, Trading Systems, Technical Analysis, Wealth Management, Asset Allocation, Proprietary Trading, FINRA, Investment Advisory, Branch Management, Sales Management, Team Building, Team Management, Equity Capital Markets, Client Relationship..., Performance Reviews, Staff Development, Bloomberg, Commodities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
Hofstra University 1993 — 1996
BBA, Banking & Finance
Chrystine Parent's Wells Fargo Advisors Experience January 2007 - August 2008
Job Office Manager at Credibly
Industry Accounting
Experience
Credibly October 2013 - Present
Stella & Dot March 2014 - January 2015
TJX September 2011 - September 2012
Wells Fargo Advisors January 2007 - August 2008
Skills
PowerPoint, Time Management, Organization, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Team Leadership, Teamwork, Public Speaking, Leadership, Event Planning
Education
Oakland University 2011 — 2014
Business Administration and Management, General, 3.1
Harding University
Credibly October 2013 - Present
Stella & Dot March 2014 - January 2015
TJX September 2011 - September 2012
Wells Fargo Advisors January 2007 - August 2008
Skills
PowerPoint, Time Management, Organization, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Team Leadership, Teamwork, Public Speaking, Leadership, Event Planning
Education
Oakland University 2011 — 2014
Business Administration and Management, General, 3.1
Harding University
Teresa Vaught Teresa Vaught's Wells Fargo Advisors Experience January 2015 - Present
Job Paralegal at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors January 2013 - January 2015
Goldenberg Heller Antognoli & Rowland, P.C. February 2011 - January 2013
Carmody MacDonald P.C. July 2008 - February 2011
Skills
Outlook, Notary Public, PowerPoint, Legal Research, Legal Writing, Microsoft Word, Administrative..., Microsoft Office, Document Review, Calendaring, Courts, File Management, Event Planning, Calendars, Office Management, Mediation, Westlaw, Travel Arrangements, Confidentiality, Commercial Litigation, Filing, Research, Personal Injury, Paralegals, Concur, Lexis, Pleadings
Education
Harding University 1996 — 2000
Fashion Merchandising
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors January 2013 - January 2015
Goldenberg Heller Antognoli & Rowland, P.C. February 2011 - January 2013
Carmody MacDonald P.C. July 2008 - February 2011
Skills
Outlook, Notary Public, PowerPoint, Legal Research, Legal Writing, Microsoft Word, Administrative..., Microsoft Office, Document Review, Calendaring, Courts, File Management, Event Planning, Calendars, Office Management, Mediation, Westlaw, Travel Arrangements, Confidentiality, Commercial Litigation, Filing, Research, Personal Injury, Paralegals, Concur, Lexis, Pleadings
Education
Harding University 1996 — 2000
Fashion Merchandising
Ravin Elango's Wells Fargo Advisors Experience August 2008 - January 2010
Job Sr QA Analyst at Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2013 - Present
Allianz Global Corporate & Specialty (AGCS) June 2012 - Present
Federal Home Loan Bank of Chicago November 2011 - April 2012
CME Group March 2011 - November 2011
Bank of America February 2010 - February 2011
Wells Fargo Advisors August 2008 - January 2010
Sunrise Senior Living August 2007 - August 2008
Skills
Quality Assurance, LoadRunner, Mercury QuickTest Pro, QTP, Quality Center, Manual Testing, SQL, Oracle, Microsoft SQL Server, Teradata, Unix, Linux, Guidewire, Quality Control, Team Leadership, Offshore Team Leadership, Multi-Cultural Team...
Education
Illinois Institute of Technology 2005 — 2008
Master's degree, Information Technology and Management
Illinois Institute of Technology 2005 — 2008
Master's degree, Information Technology
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2013 - Present
Allianz Global Corporate & Specialty (AGCS) June 2012 - Present
Federal Home Loan Bank of Chicago November 2011 - April 2012
CME Group March 2011 - November 2011
Bank of America February 2010 - February 2011
Wells Fargo Advisors August 2008 - January 2010
Sunrise Senior Living August 2007 - August 2008
Skills
Quality Assurance, LoadRunner, Mercury QuickTest Pro, QTP, Quality Center, Manual Testing, SQL, Oracle, Microsoft SQL Server, Teradata, Unix, Linux, Guidewire, Quality Control, Team Leadership, Offshore Team Leadership, Multi-Cultural Team...
Education
Illinois Institute of Technology 2005 — 2008
Master's degree, Information Technology and Management
Illinois Institute of Technology 2005 — 2008
Master's degree, Information Technology
Ellen Busse's Wells Fargo Advisors Experience January 2010 - July 2010
Job Senior Project Manager at HAVI Global Solutions
Industry Information Services
Experience
HAVI Global Solutions July 2010 - Present
Wells Fargo Advisors January 2010 - July 2010
AC Nielsen August 2007 - December 2009
Greenbrier & Russel, Inc. 2004 - 2007
Wachovia Securities 2003 - 2007
PM Solutions / PM College 2000 - 2002
American Bar Association 1993 - 2000
Aon 1991 - 1993
Arthur Andersen 1984 - 1991
Skills
Project Management, PMO, SDLC, Requirements Analysis, Business Requirements, Software Project..., Software Documentation, Business Analysis, Outsourcing, Data Warehousing, Requirements Gathering, Leadership, PMP, Project Portfolio..., Management, Business Intelligence, Vendor Management, IT Strategy, Process Improvement, Business Process..., Visio, Integration, Program Management, SharePoint
Education
Illinois State University
B.A., French Language and Literature
Illinois State University
Bachelor of Arts (B.A.), Spanish Language and Literature
HAVI Global Solutions July 2010 - Present
Wells Fargo Advisors January 2010 - July 2010
AC Nielsen August 2007 - December 2009
Greenbrier & Russel, Inc. 2004 - 2007
Wachovia Securities 2003 - 2007
PM Solutions / PM College 2000 - 2002
American Bar Association 1993 - 2000
Aon 1991 - 1993
Arthur Andersen 1984 - 1991
Skills
Project Management, PMO, SDLC, Requirements Analysis, Business Requirements, Software Project..., Software Documentation, Business Analysis, Outsourcing, Data Warehousing, Requirements Gathering, Leadership, PMP, Project Portfolio..., Management, Business Intelligence, Vendor Management, IT Strategy, Process Improvement, Business Process..., Visio, Integration, Program Management, SharePoint
Education
Illinois State University
B.A., French Language and Literature
Illinois State University
Bachelor of Arts (B.A.), Spanish Language and Literature
Preston Polk's Wells Fargo Advisors Experience 2012 - Present
Job SVP, Head of Operations and Business Development at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2012 - Present
WELLS FARGO ADVISORS (Formerly WACHOVIA SECURITIES) 2008 - 2012
Glyph Consulting 2005 - 2008
Wells Fargo Business Payroll 2004 - 2005
Wells Fargo Merchant Services 2001 - 2004
Home Account Network 1999 - 2001
First Data Corporation 1996 - 1999
Strategy&, part of the PwC network (formerly Booz & Company) 1993 - 1996
IBM 1989 - 1991
International Business Machines September 1987 - June 1989
Skills
Strategy, Strategic Planning, Marketing Strategy, Business Development, Cross-functional Team..., Portfolio Management, Financial Services, Business Strategy, Product Development, Team Building, Integrated Marketing, Risk Management, Consulting, Strategic Partnerships, Sales Operations, Business Analysis, CRM, Process Improvement, Executive Management, Management, Sales, Financial Modeling, Analytics, Vendor Management, Banking, Coaching, Marketing, Leadership, Financial Analysis, Mergers & Acquisitions, Product Management, Management Consulting, Business Planning, Business Process..., Investments, Start-ups
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA), General Business Management
Swarthmore College 1983 — 1987
BS, Engineering
Wells Fargo Advisors 2012 - Present
WELLS FARGO ADVISORS (Formerly WACHOVIA SECURITIES) 2008 - 2012
Glyph Consulting 2005 - 2008
Wells Fargo Business Payroll 2004 - 2005
Wells Fargo Merchant Services 2001 - 2004
Home Account Network 1999 - 2001
First Data Corporation 1996 - 1999
Strategy&, part of the PwC network (formerly Booz & Company) 1993 - 1996
IBM 1989 - 1991
International Business Machines September 1987 - June 1989
Skills
Strategy, Strategic Planning, Marketing Strategy, Business Development, Cross-functional Team..., Portfolio Management, Financial Services, Business Strategy, Product Development, Team Building, Integrated Marketing, Risk Management, Consulting, Strategic Partnerships, Sales Operations, Business Analysis, CRM, Process Improvement, Executive Management, Management, Sales, Financial Modeling, Analytics, Vendor Management, Banking, Coaching, Marketing, Leadership, Financial Analysis, Mergers & Acquisitions, Product Management, Management Consulting, Business Planning, Business Process..., Investments, Start-ups
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA), General Business Management
Swarthmore College 1983 — 1987
BS, Engineering
Jesse Blehinger's Wells Fargo Advisors Experience 2004 - 2009
Job Deconversion Manager at The Standard
Industry Insurance
Experience
The Standard June 2015 - Present
The Standard 2013 - Present
LPL Financial 2011 - 2012
LPL Financial 2011 - 2012
Robert W. Baird & Co. 2009 - 2010
Wells Fargo Advisors 2004 - 2009
UBS 1999 - 2004
Skills
Financial Services, Mutual Funds, Management, Project Management, Analysis, Finance, Insurance, Process Improvement, Employee Benefits, Leadership
Education
Illinois State University 1996 — 1998
The Standard June 2015 - Present
The Standard 2013 - Present
LPL Financial 2011 - 2012
LPL Financial 2011 - 2012
Robert W. Baird & Co. 2009 - 2010
Wells Fargo Advisors 2004 - 2009
UBS 1999 - 2004
Skills
Financial Services, Mutual Funds, Management, Project Management, Analysis, Finance, Insurance, Process Improvement, Employee Benefits, Leadership
Education
Illinois State University 1996 — 1998
Craig Alterman, MBA's Wells Fargo Advisors Experience May 2008 - February 2009
Job Product Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan November 2014 - Present
New York Life Insurance Company September 2012 - November 2014
New York Life MainStay Investments February 2009 - September 2012
Wells Fargo Advisors May 2008 - February 2009
MassMutual May 2007 - April 2008
Skills
Investments, Mutual Funds, Management, Finance, Business Strategy, Leadership, Data Analysis, Financial Services, Sales, Insurance, Microsoft Excel, Strategy, Variable Annuities, Fixed Annuities, PowerPoint, Competitive Analysis, Microsoft Office
Education
Hofstra University 2011 — 2013
MBA, Strategic Business Management
University of Hartford 2003 — 2007
BS Business Administation, Finance/Insurance
John F. Kennedy High School 1998 — 2003
J.P. Morgan November 2014 - Present
New York Life Insurance Company September 2012 - November 2014
New York Life MainStay Investments February 2009 - September 2012
Wells Fargo Advisors May 2008 - February 2009
MassMutual May 2007 - April 2008
Skills
Investments, Mutual Funds, Management, Finance, Business Strategy, Leadership, Data Analysis, Financial Services, Sales, Insurance, Microsoft Excel, Strategy, Variable Annuities, Fixed Annuities, PowerPoint, Competitive Analysis, Microsoft Office
Education
Hofstra University 2011 — 2013
MBA, Strategic Business Management
University of Hartford 2003 — 2007
BS Business Administation, Finance/Insurance
John F. Kennedy High School 1998 — 2003
Connie Maples, PMP's Wells Fargo Advisors Experience September 2013 - Present
Job Business Systems Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors April 2004 - September 2013
Wachovia Securities 2004 - 2008
Cass Information Systems 2004 - 2006
A.G. Edwards & Sons, Inc. March 2001 - April 2004
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, Business Process..., Process Improvement, Visio, Project Management, Software Documentation, SharePoint
Education
Illinois State University
BS, English/History
Western Illinois University
MS, College Student Personnel
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors April 2004 - September 2013
Wachovia Securities 2004 - 2008
Cass Information Systems 2004 - 2006
A.G. Edwards & Sons, Inc. March 2001 - April 2004
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Requirements Gathering, Business Process..., Process Improvement, Visio, Project Management, Software Documentation, SharePoint
Education
Illinois State University
BS, English/History
Western Illinois University
MS, College Student Personnel
Dan Goeman's Wells Fargo Advisors Experience August 2008 - August 2009
Job Attorney: Goeman Law Firm PLLC
Industry Law Practice
Experience
Goeman Law Firm PLLC July 2008 - Present
Wells Fargo Advisors August 2008 - August 2009
Hackney, Grover, Hoover & Bean, PLC June 2005 - March 2008
Skills
Estate Planning,..., Estate Planning, Family Law, Real Estate, Litigation, Trusts, Corporate Law, Tax, Commercial Litigation, Negotiation, Strategic Planning, Civil Litigation, Securities, Real Estate Transactions, Wills, Estate Administration, Trials, Insurance
Education
Valparaiso University School of Law 1993 — 1996
Juris Doctorate, Law
Hope College 1986 — 1990
BA, Political Science, Economics and Religion
Grandville High School 1982 — 1986
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Goeman Law Firm PLLC July 2008 - Present
Wells Fargo Advisors August 2008 - August 2009
Hackney, Grover, Hoover & Bean, PLC June 2005 - March 2008
Skills
Estate Planning,..., Estate Planning, Family Law, Real Estate, Litigation, Trusts, Corporate Law, Tax, Commercial Litigation, Negotiation, Strategic Planning, Civil Litigation, Securities, Real Estate Transactions, Wills, Estate Administration, Trials, Insurance
Education
Valparaiso University School of Law 1993 — 1996
Juris Doctorate, Law
Hope College 1986 — 1990
BA, Political Science, Economics and Religion
Grandville High School 1982 — 1986
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Terri Hilmes's Wells Fargo Advisors Experience February 2010 - Present
Job Business Leader | Relationship Manager | Analytics Consultant | Project Manager | Learning and Development Manager
Industry Financial Services
Experience
Wells Fargo Advisors February 2010 - Present
Wachovia Securities Financial Network October 2008 - February 2009
A.G. Edwards June 2007 - October 2008
A. G. Edwards January 2006 - June 2007
A.G. Edwards September 1997 - January 2006
AT&T October 1992 - September 1997
AT&T May 1989 - October 1992
Skills
Project Management, Systems Analysis and..., Microsoft Office..., ADDIE Training..., Data Management, Business Intelligence, PeopleSoft, Structured Query..., Data Warehousing
Education
Illinois State University
Bachelor of Science, Applied Computer Science Economics
Wells Fargo Advisors February 2010 - Present
Wachovia Securities Financial Network October 2008 - February 2009
A.G. Edwards June 2007 - October 2008
A. G. Edwards January 2006 - June 2007
A.G. Edwards September 1997 - January 2006
AT&T October 1992 - September 1997
AT&T May 1989 - October 1992
Skills
Project Management, Systems Analysis and..., Microsoft Office..., ADDIE Training..., Data Management, Business Intelligence, PeopleSoft, Structured Query..., Data Warehousing
Education
Illinois State University
Bachelor of Science, Applied Computer Science Economics
Jean Yu's Wells Fargo Advisors Experience April 2009 - June 2012
Job Principal Consultant at Growth Advantage Inc
Industry Management Consulting
Experience
Growth Advantage Inc April 2009 - Present
HSBC August 2012 - April 2014
Wells Fargo Advisors April 2009 - June 2012
Wachovia Securities January 2006 - April 2009
GE February 2002 - November 2005
Acxiom April 1991 - October 2000
Skills
SDLC, Business Intelligence, SQL, Business Analysis, Program Management, Requirements Analysis, Leadership, Integration, Data Warehousing, PMO, Distributed Systems, Software Project..., Requirements Gathering, Outsourcing, Data Modeling
Education
Illinois Institute of Technology 1994 — 1996
Master, Computer Science
Growth Advantage Inc April 2009 - Present
HSBC August 2012 - April 2014
Wells Fargo Advisors April 2009 - June 2012
Wachovia Securities January 2006 - April 2009
GE February 2002 - November 2005
Acxiom April 1991 - October 2000
Skills
SDLC, Business Intelligence, SQL, Business Analysis, Program Management, Requirements Analysis, Leadership, Integration, Data Warehousing, PMO, Distributed Systems, Software Project..., Requirements Gathering, Outsourcing, Data Modeling
Education
Illinois Institute of Technology 1994 — 1996
Master, Computer Science
John Shelton's Wells Fargo Advisors Experience July 2014 - Present
Job Vice President, HR Business Initiatives Manager of Engagement & Recognition at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors, LLC April 2008 - June 2014
A.G. Edwards & Sons, Inc. January 2007 - March 2008
Missouri Department of Labor 1993 - 2007
Crowder and Scoggins, Ltd. 1992 - 1993
Legal Services of Eastern Missouri May 1991 - May 1992
Skills
Human Resources, Performance Management, Employee Relations, Talent Management, Employment Law, Deferred Compensation, Succession Planning, Employee Engagement, Employee Benefits, Organizational..., Leadership Development, HR Policies
Education
St. Louis University Schools of Law and Business 1990 — 1993
JD/MBA, Law and Business
Illinois State University 1988 — 1990
B.S., Finance and Economics
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors, LLC April 2008 - June 2014
A.G. Edwards & Sons, Inc. January 2007 - March 2008
Missouri Department of Labor 1993 - 2007
Crowder and Scoggins, Ltd. 1992 - 1993
Legal Services of Eastern Missouri May 1991 - May 1992
Skills
Human Resources, Performance Management, Employee Relations, Talent Management, Employment Law, Deferred Compensation, Succession Planning, Employee Engagement, Employee Benefits, Organizational..., Leadership Development, HR Policies
Education
St. Louis University Schools of Law and Business 1990 — 1993
JD/MBA, Law and Business
Illinois State University 1988 — 1990
B.S., Finance and Economics
Stephanie Ayer NL16's Wells Fargo Advisors Experience 2003 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors 2003 - Present
Morgan Stanley Smith Barney 1999 - 2003
Education
Idaho State University 1988 — 1991
Wells Fargo Advisors 2003 - Present
Morgan Stanley Smith Barney 1999 - 2003
Education
Idaho State University 1988 — 1991
Andrew Haws's Wells Fargo Advisors Experience January 2014 - Present
Job Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Nationwide Insurance Company July 2012 - December 2013
Nationwide Insurance Company July 2010 - July 2012
Nationwide Insurance Company February 2009 - July 2010
Nationwide Insurance Company July 2007 - January 2009
Boeing August 2002 - July 2005
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Corporate Finance, Marketing Strategy, Problem Solving, Collaborative Problem...
Education
Harvard Business School 2005 — 2007
MBA, Business Administration and Management, General
Utah State University 1996 — 2002
BS, Finance & Economics
Wells Fargo Advisors January 2014 - Present
Nationwide Insurance Company July 2012 - December 2013
Nationwide Insurance Company July 2010 - July 2012
Nationwide Insurance Company February 2009 - July 2010
Nationwide Insurance Company July 2007 - January 2009
Boeing August 2002 - July 2005
Skills
Financial Modeling, Financial Analysis, Strategic Planning, Corporate Finance, Marketing Strategy, Problem Solving, Collaborative Problem...
Education
Harvard Business School 2005 — 2007
MBA, Business Administration and Management, General
Utah State University 1996 — 2002
BS, Finance & Economics
Nick Batyko's Wells Fargo Advisors Experience 2005 - 2007
Job Manager at Accenture
Industry Management Consulting
Experience
Accenture August 2012 - Present
IBM Global Business Services July 2010 - August 2012
Wells Fargo Advisors, LLC 2007 - July 2010
Wells Fargo Advisors 2005 - 2007
Wells Fargo Advisors 2004 - 2005
Skills
CRM software, Salesforce.com, System Administration, Management Consulting, Strategic Planning, Business Strategy, Business Process, Requirements Analysis, Business Requirements, Wealth Management, Brokerage, Process Engineering, Requirements Gathering, Mergers, Workflow Analysis, Business Analysis, Business Process..., Business Process Design, Cloud Computing, Solution Design, Data Analysis, Process Improvement, SaaS, Analytics, Gap Analysis, MS Project, PMO, CRM, Consulting, Integration, Strategy, Project Management, Analysis, Management, Business Transformation, Sales Force Development, Solution Architecture
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelor of Arts, Computer Science
Hobart and William Smith Colleges 2000 — 2004
Bachelor of Arts, Economics
Accenture August 2012 - Present
IBM Global Business Services July 2010 - August 2012
Wells Fargo Advisors, LLC 2007 - July 2010
Wells Fargo Advisors 2005 - 2007
Wells Fargo Advisors 2004 - 2005
Skills
CRM software, Salesforce.com, System Administration, Management Consulting, Strategic Planning, Business Strategy, Business Process, Requirements Analysis, Business Requirements, Wealth Management, Brokerage, Process Engineering, Requirements Gathering, Mergers, Workflow Analysis, Business Analysis, Business Process..., Business Process Design, Cloud Computing, Solution Design, Data Analysis, Process Improvement, SaaS, Analytics, Gap Analysis, MS Project, PMO, CRM, Consulting, Integration, Strategy, Project Management, Analysis, Management, Business Transformation, Sales Force Development, Solution Architecture
Education
Hobart and William Smith Colleges 2000 — 2004
Bachelor of Arts, Computer Science
Hobart and William Smith Colleges 2000 — 2004
Bachelor of Arts, Economics
Kimberly Stapleton's Wells Fargo Advisors Experience July 2005 - Present
Job Financial Consultant
Industry Accounting
Experience
Wells Fargo Advisors July 2005 - Present
Education
High Point University
BS in Accounting
University of Phoenix
MBA
Wells Fargo Advisors July 2005 - Present
Education
High Point University
BS in Accounting
University of Phoenix
MBA
Rick Urena's Wells Fargo Advisors Experience August 2004 - December 2005
Job Business Partner at Pfizer
Industry Pharmaceuticals
Experience
Pfizer March 2013 - Present
Pfizer March 2012 - December 2012
Pfizer January 2006 - March 2012
Wells Fargo Advisors August 2004 - December 2005
Skills
Pharmaceutical Sales, Neurology, Rheumatology, Pharmaceutical Industry, Endocrinology, Managed Care, Psychiatry, Diabetes, Sales Effectiveness, Internal Medicine, Pain Management, Orthopedic, Hospitals, Product Launch, Healthcare, Sales Force Development, Leadership, Management
Education
Illinois State University 2000 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Pfizer March 2013 - Present
Pfizer March 2012 - December 2012
Pfizer January 2006 - March 2012
Wells Fargo Advisors August 2004 - December 2005
Skills
Pharmaceutical Sales, Neurology, Rheumatology, Pharmaceutical Industry, Endocrinology, Managed Care, Psychiatry, Diabetes, Sales Effectiveness, Internal Medicine, Pain Management, Orthopedic, Hospitals, Product Launch, Healthcare, Sales Force Development, Leadership, Management
Education
Illinois State University 2000 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Joe Sit's Wells Fargo Advisors Experience August 2013 - October 2014
Job Sr. Java Developer Consultant at Federal Reserve Bank of St. Louis
Industry Information Technology and Services
Experience
Federal Reserve Bank of St. Louis November 2014 - Present
Wells Fargo Advisors August 2013 - October 2014
Savvis July 2012 - July 2013
SAIC/Modis March 2012 - July 2012
Conventry Healthcare August 2011 - March 2012
Savvis May 2006 - August 2011
Education
Illinois State University
Bachelor of Science, Computer Science
University of Missouri-Saint Louis
Master of Science, Computer Science
Federal Reserve Bank of St. Louis November 2014 - Present
Wells Fargo Advisors August 2013 - October 2014
Savvis July 2012 - July 2013
SAIC/Modis March 2012 - July 2012
Conventry Healthcare August 2011 - March 2012
Savvis May 2006 - August 2011
Education
Illinois State University
Bachelor of Science, Computer Science
University of Missouri-Saint Louis
Master of Science, Computer Science
Bryan Fekety's Wells Fargo Advisors Experience May 2011 - September 2011
Job Helping clients outperform their peers though datadriven insight
Industry Information Technology and Services
Experience
IBM May 2014 - Present
CDW Healthcare June 2013 - May 2014
C.H. Robinson June 2012 - June 2013
InvesCOMF September 2007 - June 2012
Wells Fargo Advisors May 2011 - September 2011
The Daily Vidette May 2010 - February 2011
Sigma Tau Gamma Fraternity October 2009 - October 2010
Sports Authority June 2009 - September 2010
Skills
Public Speaking, Lead Generation, Leadership, CRM, Customer Service, Management, Marketing, Sales Operations, Sales, Advertising, Cold Calling, Customer Satisfaction, Merchandising, Account Management, Logistics, Sales Management, Enterprise Technology..., Sales Process, Market Research, Market Planning, Salesforce.com, Business Development, Training, Strategic Planning, Time Management, Direct Sales, Channel Partners, B2B, Solution Selling, New Business Development, SaaS
Education
Illinois State University 2008 — 2012
BS, Marketing
Waubonsie Valley High School 2004 — 2008
IBM May 2014 - Present
CDW Healthcare June 2013 - May 2014
C.H. Robinson June 2012 - June 2013
InvesCOMF September 2007 - June 2012
Wells Fargo Advisors May 2011 - September 2011
The Daily Vidette May 2010 - February 2011
Sigma Tau Gamma Fraternity October 2009 - October 2010
Sports Authority June 2009 - September 2010
Skills
Public Speaking, Lead Generation, Leadership, CRM, Customer Service, Management, Marketing, Sales Operations, Sales, Advertising, Cold Calling, Customer Satisfaction, Merchandising, Account Management, Logistics, Sales Management, Enterprise Technology..., Sales Process, Market Research, Market Planning, Salesforce.com, Business Development, Training, Strategic Planning, Time Management, Direct Sales, Channel Partners, B2B, Solution Selling, New Business Development, SaaS
Education
Illinois State University 2008 — 2012
BS, Marketing
Waubonsie Valley High School 2004 — 2008
abdulla mamdani's Wells Fargo Advisors Experience April 2011 - December 2011
Job Mutual Fund Accountant at Hartford Funds
Industry Financial Services
Experience
Hartford Funds Mutual Fund AccountantHartford FundsJuly 2014 - Present
AA Auto January 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2011
Ameriprise Financial Services, Inc. December 1995 - September 2010
Skills
Mutual Funds, Financial Services, Financial Analysis, Securities, Investments, Retirement Planning, Banking, Equities, Strategic Financial..., Portfolio Management, Credit, Wealth Management, 401(K) Retirement Plans
Education
University of St. Thomas 2009 — 2009
Mini MBA, Strategic Marketing Management
Hennepin Technical College 1993 — 1995
Certificate, Microcomputer Specialist
United States International University 1980 — 1984
Bachelor of Science (BS), Business Administration, Management and Operations
Hartford Funds Mutual Fund AccountantHartford FundsJuly 2014 - Present
AA Auto January 2012 - June 2014
Wells Fargo Advisors April 2011 - December 2011
Ameriprise Financial Services, Inc. December 1995 - September 2010
Skills
Mutual Funds, Financial Services, Financial Analysis, Securities, Investments, Retirement Planning, Banking, Equities, Strategic Financial..., Portfolio Management, Credit, Wealth Management, 401(K) Retirement Plans
Education
University of St. Thomas 2009 — 2009
Mini MBA, Strategic Marketing Management
Hennepin Technical College 1993 — 1995
Certificate, Microcomputer Specialist
United States International University 1980 — 1984
Bachelor of Science (BS), Business Administration, Management and Operations
Ebony Mattison's Wells Fargo Advisors Experience October 2012 - November 2012
Job Assistant Branch Manager at Anh Le CPA Liberty Tax Service
Industry Utilities
Experience
Ameren October 2013 - Present
Anh Le CPA Liberty Tax Service December 2012 - Present
Elite Staffing Inc December 2012 - June 2013
Wells Fargo Advisors October 2012 - November 2012
Chartwells Food Service June 2007 - April 2008
Behaviorial Health Professionals, Inc March 2003 - September 2005
American Water June 2000 - April 2001
US Army March 1994 - May 2000
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Tax, Auditing, Research, English, Income Tax, Access, Time Management, Accounts Payable, Outlook, Event Planning, Social Networking, Management, Account Reconciliation, Payroll, Team Leadership
Education
Southern Illinois University, Edwardsville 2008 — 2012
Bachelor of Accountancy BBA, Accounting and Business/Management
Henry Ford Community College 2005 — 2007
Associate of Business Administration, Business Administration and Management, General
Ameren October 2013 - Present
Anh Le CPA Liberty Tax Service December 2012 - Present
Elite Staffing Inc December 2012 - June 2013
Wells Fargo Advisors October 2012 - November 2012
Chartwells Food Service June 2007 - April 2008
Behaviorial Health Professionals, Inc March 2003 - September 2005
American Water June 2000 - April 2001
US Army March 1994 - May 2000
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Tax, Auditing, Research, English, Income Tax, Access, Time Management, Accounts Payable, Outlook, Event Planning, Social Networking, Management, Account Reconciliation, Payroll, Team Leadership
Education
Southern Illinois University, Edwardsville 2008 — 2012
Bachelor of Accountancy BBA, Accounting and Business/Management
Henry Ford Community College 2005 — 2007
Associate of Business Administration, Business Administration and Management, General
Steven Haller's Wells Fargo Advisors Experience January 2014 - May 2014
Job Professional Recruiter at Tech USA Government Solutions, LLC
Industry Staffing and Recruiting
Experience
Tech USA Government Solutions, LLC October 2014 - Present
Wells Fargo Advisors January 2014 - May 2014
No Barriers No Walls May 2013 - October 2013
High Point University, Campus Chronicle August 2009 - May 2013
High Point University 2009 - 2013
Fox 8 WGHP August 2011 - December 2011
Comcast Cable August 2008 - June 2009
Marriotts Ridge High School September 2005 - May 2009
Marriotts Ridge High School September 2005 - May 2009
Skills
Leadership, Journalism, Television, Video Editing, Sports, Video Production, Public Relations, Public Speaking, InDesign, Strategic Communications, Corporate Communications, Newspapers, Editing, Facebook, Press Releases, Social Networking, Feature Articles, Copy Editing, Blogging, iMovie, AP Style, Social Media, Audacity, Business Development, Technical Recruiting, Government Contracting
Education
High Point University 2009 — 2013
B.A., Communications
Marriotts Ridge High School 2005 — 2009
Diploma
Tech USA Government Solutions, LLC October 2014 - Present
Wells Fargo Advisors January 2014 - May 2014
No Barriers No Walls May 2013 - October 2013
High Point University, Campus Chronicle August 2009 - May 2013
High Point University 2009 - 2013
Fox 8 WGHP August 2011 - December 2011
Comcast Cable August 2008 - June 2009
Marriotts Ridge High School September 2005 - May 2009
Marriotts Ridge High School September 2005 - May 2009
Skills
Leadership, Journalism, Television, Video Editing, Sports, Video Production, Public Relations, Public Speaking, InDesign, Strategic Communications, Corporate Communications, Newspapers, Editing, Facebook, Press Releases, Social Networking, Feature Articles, Copy Editing, Blogging, iMovie, AP Style, Social Media, Audacity, Business Development, Technical Recruiting, Government Contracting
Education
High Point University 2009 — 2013
B.A., Communications
Marriotts Ridge High School 2005 — 2009
Diploma
Diane McCuan's Wells Fargo Advisors Experience Salary Continuance EmployeeWells Fargo Advisors, LLCJune 2009 - October 2010
Job Retired
Industry Financial Services
Experience
Wells Fargo Advisors Salary Continuance EmployeeWells Fargo Advisors, LLCJune 2009 - October 2010
Wachovia Securities September 2007 - December 2008
A G Edwards & Sons, Inc. May 1994 - October 2007
A.G. Edwards & Sons, Inc. October 1980 - May 1994
Skills
Portfolio Management, Wealth Management, Retirement Planning, Finance, Financial Analysis, Business Analysis, Asset Management, Equities, Financial Planning, Fixed Income, Securities, Investment Advisory, Alternative Investments, Series 7, Banking, Credit, Risk Management, Financial Services, Retirement, Customer Service, Investment Strategies, Mutual Funds, FINRA, Fixed Annuities, Hedge Funds, Human Resources, Investments, Process Improvement, Financial Modeling, Series 63, Asset Allocation, Strategic Financial..., Microsoft Word, Life Insurance, Microsoft Excel, Financial Advisory
Education
Houston Community College 1969 — 1971
Wells Fargo Advisors Salary Continuance EmployeeWells Fargo Advisors, LLCJune 2009 - October 2010
Wachovia Securities September 2007 - December 2008
A G Edwards & Sons, Inc. May 1994 - October 2007
A.G. Edwards & Sons, Inc. October 1980 - May 1994
Skills
Portfolio Management, Wealth Management, Retirement Planning, Finance, Financial Analysis, Business Analysis, Asset Management, Equities, Financial Planning, Fixed Income, Securities, Investment Advisory, Alternative Investments, Series 7, Banking, Credit, Risk Management, Financial Services, Retirement, Customer Service, Investment Strategies, Mutual Funds, FINRA, Fixed Annuities, Hedge Funds, Human Resources, Investments, Process Improvement, Financial Modeling, Series 63, Asset Allocation, Strategic Financial..., Microsoft Word, Life Insurance, Microsoft Excel, Financial Advisory
Education
Houston Community College 1969 — 1971
Brady Molter's Wells Fargo Advisors Experience June 2010 - April 2012
Job Sales Executive at Procede Software
Industry Information Technology and Services
Experience
Procede Software March 2015 - Present
Auto/Mate Dealership Systems April 2013 - February 2015
DigiCut Systems May 2012 - March 2013
Wells Fargo Advisors June 2010 - April 2012
Reynolds & Reynolds October 2006 - May 2010
Skills
Salesforce.com, Solution Selling, Account Management, Sales Management, Customer Service, Operations Management, Project Management, Sales, Profit, CRM, New Business Development, Management Consulting, Management, Sales Process, Microsoft Office, Customer Satisfaction
Education
Humboldt State University 1996 — 2001
Bachelor's degree, Political Science and Government
Procede Software March 2015 - Present
Auto/Mate Dealership Systems April 2013 - February 2015
DigiCut Systems May 2012 - March 2013
Wells Fargo Advisors June 2010 - April 2012
Reynolds & Reynolds October 2006 - May 2010
Skills
Salesforce.com, Solution Selling, Account Management, Sales Management, Customer Service, Operations Management, Project Management, Sales, Profit, CRM, New Business Development, Management Consulting, Management, Sales Process, Microsoft Office, Customer Satisfaction
Education
Humboldt State University 1996 — 2001
Bachelor's degree, Political Science and Government
Pamela McWhorter Hurley, CFS®, AAMS®, CRPC®'s Wells Fargo Advisors Experience October 1994 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 1994 - Present
Skills
Retirement Planning, 401k, Investments, Small Business, Saving for Education, Investment Strategies, Fixed Annuities, 401k Rollovers, Securities, Mutual Funds, IRAs, Asset Allocation, Financial Advisory, Retirement, Employee Benefits, High Net Worth..., Life Insurance, 529 Plans, Estate Planning...
Education
University of Virginia 2000 — 2001
Sorensen Institute
Hollins University 1977 — 1981
BA, Political Science, Economics and History
Wells Fargo Advisors October 1994 - Present
Skills
Retirement Planning, 401k, Investments, Small Business, Saving for Education, Investment Strategies, Fixed Annuities, 401k Rollovers, Securities, Mutual Funds, IRAs, Asset Allocation, Financial Advisory, Retirement, Employee Benefits, High Net Worth..., Life Insurance, 529 Plans, Estate Planning...
Education
University of Virginia 2000 — 2001
Sorensen Institute
Hollins University 1977 — 1981
BA, Political Science, Economics and History
Andrew Morgasen's Wells Fargo Advisors Experience August 2010 - April 2011
Job Paraplanner, Clare and associates (Ameriprise Financial)
Industry Financial Services
Experience
Clare and associates (Ameriprise Financial) May 2012 - Present
Hofstra University April 2011 - May 2012
Wells Fargo Advisors August 2010 - April 2011
National Securities April 2010 - July 2010
Obsidian Financial Group January 2010 - April 2010
Private One July 2009 - September 2009
Nassau BOCES December 2008 - June 2009
The Portrait Shoppe June 2001 - August 2002
Education
Hofstra University 2010 — 2012
Graduate Studies (MBA), Finance
Hofstra University 2008 — 2009
Graduate Studies (Masters), Elementary; Special Education
University at Albany 2004 — 2008
Bachelor of Arts, Psychology
Plainview-Old Bethpage John F. Kennedy High School 2000 — 2004
High school
Clare and associates (Ameriprise Financial) May 2012 - Present
Hofstra University April 2011 - May 2012
Wells Fargo Advisors August 2010 - April 2011
National Securities April 2010 - July 2010
Obsidian Financial Group January 2010 - April 2010
Private One July 2009 - September 2009
Nassau BOCES December 2008 - June 2009
The Portrait Shoppe June 2001 - August 2002
Education
Hofstra University 2010 — 2012
Graduate Studies (MBA), Finance
Hofstra University 2008 — 2009
Graduate Studies (Masters), Elementary; Special Education
University at Albany 2004 — 2008
Bachelor of Arts, Psychology
Plainview-Old Bethpage John F. Kennedy High School 2000 — 2004
High school
Amit Trehan's Wells Fargo Advisors Experience January 2012 - Present
Job Advisory Board Member at Wells Fargo Advisors
Industry Hospital & Health Care
Experience
Wells Fargo Advisors January 2012 - Present
Amarillo Endoscopy Center September 2001 - Present
Skills
Strategic Planning, Business Strategy, Negotiation, Entrepreneurship, New Business Development
Education
Harvard Business School 2010 — 2012
Opm, Business
New York Medical college, Valhalla, New York 1994 — 1996
Fellowship, Gastroenterology Residency Program
Wells Fargo Advisors January 2012 - Present
Amarillo Endoscopy Center September 2001 - Present
Skills
Strategic Planning, Business Strategy, Negotiation, Entrepreneurship, New Business Development
Education
Harvard Business School 2010 — 2012
Opm, Business
New York Medical college, Valhalla, New York 1994 — 1996
Fellowship, Gastroenterology Residency Program
Loreto Testani's Wells Fargo Advisors Experience June 2015 - Present
Job Senior Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
David Lerner Associates, Inc. March 2002 - June 2015
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Financial Planning, Asset Management, Securities, Mutual Funds, Portfolio Management, Financial Services
Education
Hofstra University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wells Fargo Advisors June 2015 - Present
David Lerner Associates, Inc. March 2002 - June 2015
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Financial Planning, Asset Management, Securities, Mutual Funds, Portfolio Management, Financial Services
Education
Hofstra University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Douglas Snipes's Wells Fargo Advisors Experience March 2014 - July 2014
Job Onsite Program Manager at Volt Workforce Solutions
Industry Information Technology and Services
Experience
Kelly Services June 2015 - Present
Volt Workforce Solutions November 2014 - Present
Kelly Services 2015 - 2015
Kelly Services 2015 - 2015
NextGen Information Services July 2014 - October 2014
Wells Fargo Advisors March 2014 - July 2014
Rose International August 2010 - July 2014
United States Marine Corps November 2005 - January 2010
Delve 2009 - 2010
Skills
Recruiting, Human Resources, Sourcing, Employee Relations, Technical Recruiting, Talent Acquisition, Staffing Services, Internet Recruiting, Benefits Negotiation, Project Management, Team Building, Screening, Team Leadership, Team Management, Coaching, Research, Interviews, Training, Negotiation, Customer Service, Project Planning, Microsoft Office, Microsoft Excel, Process Improvement, Outlook, Microsoft Word, PowerPoint, Software Documentation, Applicant Tracking..., Management, Temporary Placement, Leadership, CRM, Networking, Hiring, Temporary Staffing, Vendor Management, Contract Recruitment, College Recruiting, Onboarding, Executive Search, Performance Management, Cold Calling, SDLC, Sales, Screening Resumes
Education
Howard University 2005 — 2008
BA, Chemistry
Vashon High School 2000 — 2004
Howard University
Bachelor's degree, Chemistry
Kelly Services June 2015 - Present
Volt Workforce Solutions November 2014 - Present
Kelly Services 2015 - 2015
Kelly Services 2015 - 2015
NextGen Information Services July 2014 - October 2014
Wells Fargo Advisors March 2014 - July 2014
Rose International August 2010 - July 2014
United States Marine Corps November 2005 - January 2010
Delve 2009 - 2010
Skills
Recruiting, Human Resources, Sourcing, Employee Relations, Technical Recruiting, Talent Acquisition, Staffing Services, Internet Recruiting, Benefits Negotiation, Project Management, Team Building, Screening, Team Leadership, Team Management, Coaching, Research, Interviews, Training, Negotiation, Customer Service, Project Planning, Microsoft Office, Microsoft Excel, Process Improvement, Outlook, Microsoft Word, PowerPoint, Software Documentation, Applicant Tracking..., Management, Temporary Placement, Leadership, CRM, Networking, Hiring, Temporary Staffing, Vendor Management, Contract Recruitment, College Recruiting, Onboarding, Executive Search, Performance Management, Cold Calling, SDLC, Sales, Screening Resumes
Education
Howard University 2005 — 2008
BA, Chemistry
Vashon High School 2000 — 2004
Howard University
Bachelor's degree, Chemistry
Juliette Wilson's Wells Fargo Advisors Experience
Job Business Process Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors
Skills
Six Sigma, Certified Project..., Lean Manufacturing, Business Process..., Process Improvement, Requirements Gathering
Education
University of Tennessee 1993 — 1999
M.S., Industrial Engineering - Engineering Management Option
Howard University 1987 — 1991
B.S., Mechanical Engineering
Wells Fargo Advisors
Skills
Six Sigma, Certified Project..., Lean Manufacturing, Business Process..., Process Improvement, Requirements Gathering
Education
University of Tennessee 1993 — 1999
M.S., Industrial Engineering - Engineering Management Option
Howard University 1987 — 1991
B.S., Mechanical Engineering
Edward Finocchiaro's Wells Fargo Advisors Experience June 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
David Lerner Associates, inc. September 1997 - June 2015
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Estate Planning, Fixed Income, Alternative Investments, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Series 63, Securities, Bonds, Equities, Portfolio Management, Asset Allocation, Investments, Asset Management, Investment Strategies, Retirement
Education
Hofstra University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo Advisors June 2015 - Present
David Lerner Associates, inc. September 1997 - June 2015
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Estate Planning, Fixed Income, Alternative Investments, Series 7, Strategic Financial..., Wealth Management, Financial Advisory, Investment Advisory, Series 63, Securities, Bonds, Equities, Portfolio Management, Asset Allocation, Investments, Asset Management, Investment Strategies, Retirement
Education
Hofstra University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Carol Lipsky's Wells Fargo Advisors Experience 1987 - Present
Job owner
Industry Financial Services
Experience
Wells Fargo Advisors 1987 - Present
Skills
Event Planning, Fundraising, Sales, New Business Development
Education
Hofstra University
Wells Fargo Advisors 1987 - Present
Skills
Event Planning, Fundraising, Sales, New Business Development
Education
Hofstra University
Christine Hontz's Wells Fargo Advisors Experience October 2010 - Present
Job Currently seeking employment opportunities in the Financial Industry
Industry Financial Services
Experience
Wells Fargo Advisors October 2010 - Present
Wells Fargo Advisors July 2005 - October 2010
Qwest Dex Media January 1999 - January 2005
Qwest Dex Media January 1997 - January 1999
Olsten Employment Services January 1995 - January 1997
Skills
Proficient in MS Office..., Problem Solving, Beta Management, Thompson One, TA 2000, Customer Service, SharePoint, Administrative..., Mutual Funds, IRAs, Time Management, Analitical, Team Building, Team-oriented, Customer Satisfaction, Fast Learner, Fast-paced, Quick Study, Patience, Build Strong..., Highly motivated..., Superior Work Ethic
Education
Hennepin Technical College
Associate's Degree, Office Careers
Wells Fargo Advisors October 2010 - Present
Wells Fargo Advisors July 2005 - October 2010
Qwest Dex Media January 1999 - January 2005
Qwest Dex Media January 1997 - January 1999
Olsten Employment Services January 1995 - January 1997
Skills
Proficient in MS Office..., Problem Solving, Beta Management, Thompson One, TA 2000, Customer Service, SharePoint, Administrative..., Mutual Funds, IRAs, Time Management, Analitical, Team Building, Team-oriented, Customer Satisfaction, Fast Learner, Fast-paced, Quick Study, Patience, Build Strong..., Highly motivated..., Superior Work Ethic
Education
Hennepin Technical College
Associate's Degree, Office Careers
Brittany Forland's Wells Fargo Advisors Experience
Job Communications Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors
Skills
Microsoft Word, Administrative..., Data Entry, PowerPoint, Outlook, Microsoft Excel, Spreadsheets, Customer Service, Microsoft Office, Telephone Skills
Education
Harris-Stowe State University
Wells Fargo Advisors
Skills
Microsoft Word, Administrative..., Data Entry, PowerPoint, Outlook, Microsoft Excel, Spreadsheets, Customer Service, Microsoft Office, Telephone Skills
Education
Harris-Stowe State University
Jill Thole's Wells Fargo Advisors Experience June 2003 - Present
Job Operations Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2003 - Present
Wells Fargo/Wachovia Sec June 2003 - Present
Bantam Interactive October 2002 - March 2003
St. Louis Family Office August 2002 - October 2002
Gateway Fun Park May 2000 - July 2002
Education
Hickey College
Computer Applications Diploma
Southwestern Illinois College
General studies
Triad High School
Wells Fargo Advisors June 2003 - Present
Wells Fargo/Wachovia Sec June 2003 - Present
Bantam Interactive October 2002 - March 2003
St. Louis Family Office August 2002 - October 2002
Gateway Fun Park May 2000 - July 2002
Education
Hickey College
Computer Applications Diploma
Southwestern Illinois College
General studies
Triad High School
D. Michael Vujnovich's Wells Fargo Advisors Experience November 2000 - September 2010
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2010 - Present
Wells Fargo Advisors November 2000 - September 2010
Education
Hobart and William Smith Colleges 1993 — 1997
Bachelor's degree, East Asian Studies
JPMorgan Chase Bank N.A. September 2010 - Present
Wells Fargo Advisors November 2000 - September 2010
Education
Hobart and William Smith Colleges 1993 — 1997
Bachelor's degree, East Asian Studies
Stacey Jennings's Wells Fargo Advisors Experience September 2013 - Present
Job Accountant I at Better Family Life, Inc
Industry Individual & Family Services
Experience
Wells Fargo Advisors September 2013 - Present
Better Family Life, Inc December 2012 - July 2013
Education
Harris-Stowe State University 2008 — 2011
Bachelor of Science (BS), Accounting
Wells Fargo Advisors September 2013 - Present
Better Family Life, Inc December 2012 - July 2013
Education
Harris-Stowe State University 2008 — 2011
Bachelor of Science (BS), Accounting
Carol Neuleib's Wells Fargo Advisors Experience September 1993 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 1993 - Present
Education
Illinois State University 1976 — 1977
Master of Arts (MA), Flute Performance
Illinois State University 1972 — 1977
Bachelor of Arts (BA), Flute Performance
Wells Fargo Advisors September 1993 - Present
Education
Illinois State University 1976 — 1977
Master of Arts (MA), Flute Performance
Illinois State University 1972 — 1977
Bachelor of Arts (BA), Flute Performance
Jennifer Larkey's Wells Fargo Advisors Experience December 2013 - Present
Job Private banker
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
JPMorgan Chase February 2010 - December 2013
First National Bank of Texas March 2007 - November 2009
Skills
Mortgage Lending, Home Equity Loans, Banking, Retail Banking, Relationship Management, Cross Selling, Sales, Loan Servicing, Finance, Loan Origination, Risk Management
Education
Illinois State University
Wells Fargo Advisors December 2013 - Present
JPMorgan Chase February 2010 - December 2013
First National Bank of Texas March 2007 - November 2009
Skills
Mortgage Lending, Home Equity Loans, Banking, Retail Banking, Relationship Management, Cross Selling, Sales, Loan Servicing, Finance, Loan Origination, Risk Management
Education
Illinois State University
Jada Boykin's Wells Fargo Advisors Experience 2008 - Present
Job EBusiness Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2008 - Present
Wachovia Securities Financial Network October 2000 - June 2008
Skills
Marketing Communications, Digital Marketing, Web Design, Web Development, Web Analytics, Graphic Design, Idea Generation, Branding & Identity, Google Analytics, Leadership, Technical Training, Web Content Management, User Experience, Advertising, Copywriting
Education
Webster University 2007 — 2009
Master of Arts (M.A.), Advertising and Marketing Communications
Harris-Stowe State University
Bachelor of Science (B.S.), Business Administration
Wells Fargo Advisors 2008 - Present
Wachovia Securities Financial Network October 2000 - June 2008
Skills
Marketing Communications, Digital Marketing, Web Design, Web Development, Web Analytics, Graphic Design, Idea Generation, Branding & Identity, Google Analytics, Leadership, Technical Training, Web Content Management, User Experience, Advertising, Copywriting
Education
Webster University 2007 — 2009
Master of Arts (M.A.), Advertising and Marketing Communications
Harris-Stowe State University
Bachelor of Science (B.S.), Business Administration
Jones Robert's Wells Fargo Advisors Experience
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors
Skills
Wealth Management
Education
Harvard Business School 1960 — 1962
Master of Business Administration (MBA), Business Administration and Management, General, So - so
Tulane University 1957 — 1960
BS, Chemical Engineering, Pretty good
Louisiana State University 1956 — 1957
None, Chemical Engineering, Pretty good
Wells Fargo Advisors
Skills
Wealth Management
Education
Harvard Business School 1960 — 1962
Master of Business Administration (MBA), Business Administration and Management, General, So - so
Tulane University 1957 — 1960
BS, Chemical Engineering, Pretty good
Louisiana State University 1956 — 1957
None, Chemical Engineering, Pretty good
Lewis Gordon Jr's Wells Fargo Advisors Experience August 2011 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2011 - Present
Skills
Social Media, Customer Service, Public Speaking, Retirement Planning, Research
Education
Harvard University
Wells Fargo Advisors August 2011 - Present
Skills
Social Media, Customer Service, Public Speaking, Retirement Planning, Research
Education
Harvard University
Brent Furnish's Wells Fargo Advisors Experience October 2012 - Present
Job Personal Banker/ Broker Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
Wells Fargo November 2010 - October 2012
New York Life Insurance Company February 2010 - October 2010
Golf USA of Warsaw February 2007 - October 2009
Skills
Finance, Investments, Banking, Credit, Financial Analysis, Loans, Retirement Planning, Wealth Management
Education
Huntington University 2004 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
Wells Fargo Advisors October 2012 - Present
Wells Fargo November 2010 - October 2012
New York Life Insurance Company February 2010 - October 2010
Golf USA of Warsaw February 2007 - October 2009
Skills
Finance, Investments, Banking, Credit, Financial Analysis, Loans, Retirement Planning, Wealth Management
Education
Huntington University 2004 — 2007
Bachelor of Science (BS), Business Administration, Management and Operations
Tony Guzzardo's Wells Fargo Advisors Experience January 1987 - Present
Job Branch Manager Senior Vice President Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 1987 - Present
Skills
Customer Service, Banking, Credit, Microsoft Office
Education
Illinois College 1985 — 1992
Business Administration and Management, General
Wells Fargo Advisors January 1987 - Present
Skills
Customer Service, Banking, Credit, Microsoft Office
Education
Illinois College 1985 — 1992
Business Administration and Management, General
Elizabeth Whipple's Wells Fargo Advisors Experience August 2013 - March 2015
Job Financial Advisor at First Collinsville Bank/Wayne Hummer Investments
Industry Banking
Experience
First Collinsville Bank March 2015 - Present
Wells Fargo Advisors August 2013 - March 2015
Education
Illinois College 2007 — 2011
Bachelor's of Science in Economics and International Studies
Highland High School 2003 — 2007
General
First Collinsville Bank March 2015 - Present
Wells Fargo Advisors August 2013 - March 2015
Education
Illinois College 2007 — 2011
Bachelor's of Science in Economics and International Studies
Highland High School 2003 — 2007
General
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