Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Advisors Salaries. You can even request information on how much does Wells Fargo Advisors pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors directly from the past employees.
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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
Ben McConnell Ben McConnell's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
The Prudential Life Insurance Company of America Newark NJ July 2011 - July 2015
Skills
Investments, Mutual Funds, Life Insurance, Retirement Planning
Education
Indiana State University 1998 — 2001
Chemistry
Rose-Hulman Institute of Technology 1996 — 1998
Chemical Engineering
Wells Fargo Advisors July 2015 - Present
The Prudential Life Insurance Company of America Newark NJ July 2011 - July 2015
Skills
Investments, Mutual Funds, Life Insurance, Retirement Planning
Education
Indiana State University 1998 — 2001
Chemistry
Rose-Hulman Institute of Technology 1996 — 1998
Chemical Engineering
Cliff Bryan's Wells Fargo Advisors Experience 2009 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors / clifford.bryan@wellsfargoadvisors.com
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Morgan Stanley 2005 - 2009
A. G. Edwards 1994 - 2005
Education
Valparaiso University 1982 — 1984
College of Law
Valparaiso University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Indiana University Bloomington 1985 — 1987
Master of Science in Business Administration (M. S.B.A.)
Wells Fargo Advisors 2009 - Present
Morgan Stanley 2005 - 2009
A. G. Edwards 1994 - 2005
Education
Valparaiso University 1982 — 1984
College of Law
Valparaiso University 1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government
Indiana University Bloomington 1985 — 1987
Master of Science in Business Administration (M. S.B.A.)
De'Andrea Tobias De'Andrea Tobias'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
Saint Louis Public Schools April 2014 - June 2015
AT&T January 2012 - December 2013
MyNoire Online Magazine February 2010 - December 2011
Education
University of Missouri-Columbia, College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics
IPAG 2010 — 2010
Marketing, Economics
Wells Fargo Advisors June 2015 - Present
Saint Louis Public Schools April 2014 - June 2015
AT&T January 2012 - December 2013
MyNoire Online Magazine February 2010 - December 2011
Education
University of Missouri-Columbia, College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Economics
IPAG 2010 — 2010
Marketing, Economics
Derek Vorndran's Wells Fargo Advisors Experience July 2010 - March 2011
Job Implementation Coordinator at American Funds and In Store Recordings Owner
Industry Marketing and Advertising
Experience
American Funds May 2015 - Present
In Store Recordings February 2013 - Present
American Funds April 2011 - December 2014
the-instore.com March 2011 - March 2014
Wells Fargo Advisors July 2010 - March 2011
Army National Guard October 2002 - October 2010
Rose Hulman Inst. Of Technology May 2009 - November 2009
Skills
Social Media Marketing, Marketing, Event Management, Event Planning, Blogging, Blog Marketing, Wordpress, Email Marketing
Education
Indiana State University 2005 — 2010
Bachelor of Science, Marketing Major
Indiana State University 2005 — 2010
Bachelor's degree, Marketing
American Funds May 2015 - Present
In Store Recordings February 2013 - Present
American Funds April 2011 - December 2014
the-instore.com March 2011 - March 2014
Wells Fargo Advisors July 2010 - March 2011
Army National Guard October 2002 - October 2010
Rose Hulman Inst. Of Technology May 2009 - November 2009
Skills
Social Media Marketing, Marketing, Event Management, Event Planning, Blogging, Blog Marketing, Wordpress, Email Marketing
Education
Indiana State University 2005 — 2010
Bachelor of Science, Marketing Major
Indiana State University 2005 — 2010
Bachelor's degree, Marketing
Melanie Gutwein Melanie Gutwein's Wells Fargo Advisors Experience October 2001 - Present
Job owner at Gutwein Investment Sevices
Industry Financial Services
Experience
Wells Fargo Advisors October 2001 - Present
Skills
Rollovers, Retirement..., Financial Guidance,..., Management, Investments, Finance, Time Management, Networking, Insurance, Risk Management
Education
Southeast Missouri State University 1993 — 1997
Master of Business Administration (MBA), Public Administration and Business
Indiana University Bloomington 1985 — 1990
Bachelor of Arts (BA), Criminal Justice and Psychology
Wells Fargo Advisors October 2001 - Present
Skills
Rollovers, Retirement..., Financial Guidance,..., Management, Investments, Finance, Time Management, Networking, Insurance, Risk Management
Education
Southeast Missouri State University 1993 — 1997
Master of Business Administration (MBA), Public Administration and Business
Indiana University Bloomington 1985 — 1990
Bachelor of Arts (BA), Criminal Justice and Psychology
David Kenneally David Kenneally's Wells Fargo Advisors Experience January 2012 - May 2012
Job Financial Services Audit Associate at EY
Industry Accounting
Experience
EY August 2013 - Present
Liberty Mutual Insurance June 2012 - August 2012
Wells Fargo Advisors January 2012 - May 2012
Principle Profits September 2011 - May 2012
UMass Men's Rugby Club February 2011 - February 2012
Arbella Insurance Group June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Finance, Teamwork, Time Management, Management, Customer Service
Education
University of Massachusetts, Amherst 2009 — 2013
Accounting, Senior
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2011
Bachelor of Business Administration (BBA), Accounting
EY August 2013 - Present
Liberty Mutual Insurance June 2012 - August 2012
Wells Fargo Advisors January 2012 - May 2012
Principle Profits September 2011 - May 2012
UMass Men's Rugby Club February 2011 - February 2012
Arbella Insurance Group June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Finance, Teamwork, Time Management, Management, Customer Service
Education
University of Massachusetts, Amherst 2009 — 2013
Accounting, Senior
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2011
Bachelor of Business Administration (BBA), Accounting
Archisman Munshi Archisman Munshi's Wells Fargo Advisors Experience November 2012 - Present
Job Vice President, Planning & Execution, Wells Fargo Advisors, PMP, MBA from Chicago Booth School of Business
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Express Scripts through Experis August 2012 - November 2012
Cognizant Technology Solutions August 1998 - August 2012
Skills
Program Management, Enterprise Architecture, SDLC, IT Strategy, Management, IT Service Management, Pre-sales, Change Management, Agile Methodologies, Leadership, Strategy, PMO, SOA, Business Intelligence, PMP, Business Analysis, Analytics, Business Development, Software Project..., Mergers & Acquisitions, Product Management, Consultancy, IT Operations, Application Architecture, Vendor Management, People Management, IT Outsourcing, New Business Development, Wealth Management, Brokerage, Consultants, Integration, Outsourcing, Customer Engagement, Client Engagement, IT Governance, Retail Banking, Credit Scoring, POS, Hospitality Management, SaaS, Business Process..., Technology Integration, Project Management, Digital Product..., Mobile Applications
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, Strategy, Marketing, Honors
Indian Institute of Management, Calcutta 2004 — 2005
Executive Program in Business Management, General Management for Executives
Jadavpur University 1994 — 1998
BE, Electronics & Telecomminucation, High Honors
Wells Fargo Advisors November 2012 - Present
Express Scripts through Experis August 2012 - November 2012
Cognizant Technology Solutions August 1998 - August 2012
Skills
Program Management, Enterprise Architecture, SDLC, IT Strategy, Management, IT Service Management, Pre-sales, Change Management, Agile Methodologies, Leadership, Strategy, PMO, SOA, Business Intelligence, PMP, Business Analysis, Analytics, Business Development, Software Project..., Mergers & Acquisitions, Product Management, Consultancy, IT Operations, Application Architecture, Vendor Management, People Management, IT Outsourcing, New Business Development, Wealth Management, Brokerage, Consultants, Integration, Outsourcing, Customer Engagement, Client Engagement, IT Governance, Retail Banking, Credit Scoring, POS, Hospitality Management, SaaS, Business Process..., Technology Integration, Project Management, Digital Product..., Mobile Applications
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, Strategy, Marketing, Honors
Indian Institute of Management, Calcutta 2004 — 2005
Executive Program in Business Management, General Management for Executives
Jadavpur University 1994 — 1998
BE, Electronics & Telecomminucation, High Honors
todd stephan's Wells Fargo Advisors Experience June 2006 - November 2011
Job Consumer Services Professional
Industry Consumer Services
Experience
todd stephan photography April 2008 - Present
todd stephan photography 2008 - Present
Wells Fargo Advisors June 2006 - November 2011
Walgreens July 2003 - June 2006
Skills
Social Media Marketing, Marketing Strategy, Digital Marketing, Product Marketing, Digital Photography, Portrait Photography, Photoshop, Commercial Photography, Wedding Photography, Photography, Sales, Sales Management
Education
University of Southern Indiana 1998 — 2002
Bachelor of Science (BS), Marketing
Indiana University Bloomington 1997 — 1998
todd stephan photography April 2008 - Present
todd stephan photography 2008 - Present
Wells Fargo Advisors June 2006 - November 2011
Walgreens July 2003 - June 2006
Skills
Social Media Marketing, Marketing Strategy, Digital Marketing, Product Marketing, Digital Photography, Portrait Photography, Photoshop, Commercial Photography, Wedding Photography, Photography, Sales, Sales Management
Education
University of Southern Indiana 1998 — 2002
Bachelor of Science (BS), Marketing
Indiana University Bloomington 1997 — 1998
Trent Donat's Wells Fargo Advisors Experience December 2013 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors February 2008 - November 2013
Skills
Project Management, Life Insurance, Retirement Planning, Wealth Management, Investment Strategies, Extensive relationship..., Long Term Care Insurance, Investment Advisory, Wealth Management..., Insurance, Investments, Management, Retirement, Securities, Mutual Funds, Uniform Combined State..., Asset Allocation
Education
Indiana University Bloomington
Bachelor of Science (BS) with Honors, Business - Marketing, 3.74
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors February 2008 - November 2013
Skills
Project Management, Life Insurance, Retirement Planning, Wealth Management, Investment Strategies, Extensive relationship..., Long Term Care Insurance, Investment Advisory, Wealth Management..., Insurance, Investments, Management, Retirement, Securities, Mutual Funds, Uniform Combined State..., Asset Allocation
Education
Indiana University Bloomington
Bachelor of Science (BS) with Honors, Business - Marketing, 3.74
David Theil's Wells Fargo Advisors Experience December 2011 - December 2012
Job Senior Financial Consultant and Interim CFO . . . . . . . . .Status: Available
Industry Venture Capital & Private Equity
Experience
25+ years Industry Experience w/ Big 4 Background
Tatum, a Randstad Company June 2013 - Present
Theil Consulting January 2010 - Present
Wells Fargo Advisors December 2011 - December 2012
Morgan Stanley June 2010 - August 2011
Supernus Pharmaceuticals, Inc. May 2005 - May 2009
Psychiatric Genomics, Inc. March 2001 - May 2005
IGEN International April 1989 - May 1999
Deloitte & Touche January 1983 - April 1989
Skills
Finance, Auditing, Corporate Finance, Due Diligence, IPO, Human Resources, Risk Management, Insurance, Financial Analysis, Sarbanes-Oxley Act, Cash Management, Financial Modeling, Portfolio Management, Employee Benefits, Private Placements, Private Capital, Deferred Compensation, Treasury, International Operations, Follow-on Offerings, Capital Markets Advisory, M&A experience, Regulation D, S-1, Reg D, Code of Conduct Officer, M&A work, IT Integration, Internal Controls, Management Code of..., Start-ups, Private Equity, Executive Management, Strategy, Venture Capital, Strategic Planning, Financial Planning, Leadership
Education
Indiana University Bloomington 1978 — 1982
BS, Accounting
25+ years Industry Experience w/ Big 4 Background
Tatum, a Randstad Company June 2013 - Present
Theil Consulting January 2010 - Present
Wells Fargo Advisors December 2011 - December 2012
Morgan Stanley June 2010 - August 2011
Supernus Pharmaceuticals, Inc. May 2005 - May 2009
Psychiatric Genomics, Inc. March 2001 - May 2005
IGEN International April 1989 - May 1999
Deloitte & Touche January 1983 - April 1989
Skills
Finance, Auditing, Corporate Finance, Due Diligence, IPO, Human Resources, Risk Management, Insurance, Financial Analysis, Sarbanes-Oxley Act, Cash Management, Financial Modeling, Portfolio Management, Employee Benefits, Private Placements, Private Capital, Deferred Compensation, Treasury, International Operations, Follow-on Offerings, Capital Markets Advisory, M&A experience, Regulation D, S-1, Reg D, Code of Conduct Officer, M&A work, IT Integration, Internal Controls, Management Code of..., Start-ups, Private Equity, Executive Management, Strategy, Venture Capital, Strategic Planning, Financial Planning, Leadership
Education
Indiana University Bloomington 1978 — 1982
BS, Accounting
Chad Sovey's Wells Fargo Advisors Experience April 2012 - December 2014
Job Regional Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2013 - Present
Wells Fargo Advisors April 2012 - December 2014
Wells Fargo December 2010 - March 2013
Blackhawk Bank& Trust September 2008 - December 2010
Skills
Lines Of Credit, Credit, Consumer Lending, Loan Origination, Commercial Banking, Credit Analysis, Loans, Banking, Small Business Lending, Series 6, Series 63, Series 66, Hold Series 7, Life Insurance, Home Equity Lines of..., Home Equity Loans, Merchant Services, Deposits, Customer Service
Education
Indiana Wesleyan University 2004 — 2008
Bachelor of Science (BS), Christian Worship & Christian Ministries
Wells Fargo 2013 - Present
Wells Fargo Advisors April 2012 - December 2014
Wells Fargo December 2010 - March 2013
Blackhawk Bank& Trust September 2008 - December 2010
Skills
Lines Of Credit, Credit, Consumer Lending, Loan Origination, Commercial Banking, Credit Analysis, Loans, Banking, Small Business Lending, Series 6, Series 63, Series 66, Hold Series 7, Life Insurance, Home Equity Lines of..., Home Equity Loans, Merchant Services, Deposits, Customer Service
Education
Indiana Wesleyan University 2004 — 2008
Bachelor of Science (BS), Christian Worship & Christian Ministries
Chris Irak's Wells Fargo Advisors Experience July 2011 - August 2011
Job CFO at Bee There LLC
Industry Financial Services
Experience
Bee There LLC April 2014 - Present
United States Attorney's Office May 2013 - July 2013
Wells Fargo Advisors July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Entrepreneurship, Research, Business Writing, Financial Analysis, Event Planning, Data Analysis, Management, Legal Research
Education
Indiana University Maurer School of Law 2012 — 2015
JD
Indiana University - Kelley School of Business 2008 — 2012
Bachelor’s Degree, Finance, General
Bee There LLC April 2014 - Present
United States Attorney's Office May 2013 - July 2013
Wells Fargo Advisors July 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Entrepreneurship, Research, Business Writing, Financial Analysis, Event Planning, Data Analysis, Management, Legal Research
Education
Indiana University Maurer School of Law 2012 — 2015
JD
Indiana University - Kelley School of Business 2008 — 2012
Bachelor’s Degree, Finance, General
Virginia (Ginger) Merkel, CFP®'s Wells Fargo Advisors Experience March 1976 - Present
Job Managing Director,Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 1976 - Present
Skills
Domestic Partner..., Social Security, Medicare, Life Insurance, Health Insurance, Long Term Care, Indiana Partnership, Retirement Planning
Education
Indiana University-Purdue University at Indianapolis 1972 — 1976
Bachelor's degree, Finance, General
Stanley K. Lacy and Ardath Burkhart Leadership Series
Graduate
Wells Fargo Advisors March 1976 - Present
Skills
Domestic Partner..., Social Security, Medicare, Life Insurance, Health Insurance, Long Term Care, Indiana Partnership, Retirement Planning
Education
Indiana University-Purdue University at Indianapolis 1972 — 1976
Bachelor's degree, Finance, General
Stanley K. Lacy and Ardath Burkhart Leadership Series
Graduate
Drew Buchta's Wells Fargo Advisors Experience June 2014 - Present
Job Student Iowa State University College of Computer Engineering
Industry Computer Software
Experience
Wells Fargo Advisors June 2014 - Present
Jackson Insulation and Exteriors May 2011 - August 2011
Crystal Lake Country Club April 2009 - September 2009
Skills
Data Entry, Contact Management, SmartStation, C Language, Python, HTML, CAD, Computer Hardware, Computer Building
Education
Iowa State University 2013 — 2017
Bachelor's degree, Computer Engineering
Prairie Ridge High School 2009 — 2013
High School Diploma
Wells Fargo Advisors June 2014 - Present
Jackson Insulation and Exteriors May 2011 - August 2011
Crystal Lake Country Club April 2009 - September 2009
Skills
Data Entry, Contact Management, SmartStation, C Language, Python, HTML, CAD, Computer Hardware, Computer Building
Education
Iowa State University 2013 — 2017
Bachelor's degree, Computer Engineering
Prairie Ridge High School 2009 — 2013
High School Diploma
Susan Gerschefski's Wells Fargo Advisors Experience May 2008 - December 2010
Job Asset Movement Specialist at Financial Services Company
Industry Financial Services
Experience
Financial Services June 2014 - Present
Summit Strategies April 2013 - May 2014
Financial Company July 2011 - April 2013
Wells Fargo Advisors May 2008 - December 2010
Skills
Financial Analysis, Database Design, Customer Support, Financial Reporting, Equities, Financial Modeling, Asset Management, Investments, Data Analysis, Analysis, Due Diligence, Bloomberg, Wealth Management, Hedge Funds, Risk Management, VBA, Valuation, Asset Allocation, Insurance, Access, Analytics, Capital Markets, Derivatives, Investment Strategies, Portfolio Management
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Economics
Girls Preparatory School 2001 — 2007
Financial Services June 2014 - Present
Summit Strategies April 2013 - May 2014
Financial Company July 2011 - April 2013
Wells Fargo Advisors May 2008 - December 2010
Skills
Financial Analysis, Database Design, Customer Support, Financial Reporting, Equities, Financial Modeling, Asset Management, Investments, Data Analysis, Analysis, Due Diligence, Bloomberg, Wealth Management, Hedge Funds, Risk Management, VBA, Valuation, Asset Allocation, Insurance, Access, Analytics, Capital Markets, Derivatives, Investment Strategies, Portfolio Management
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Economics
Girls Preparatory School 2001 — 2007
Hyeun Young Lim's Wells Fargo Advisors Experience April 2012 - May 2012
Job FullTime Student at Indiana University and Future Manager
Industry Management Consulting
Experience
Wells Fargo Advisors April 2012 - May 2012
Crosspoint Academy September 2010 - June 2011
Skills
Management, Project Management, Mathematics, Foreign Languages, Leadership, Marketing
Education
Indiana University Bloomington 2012 — 2016
Wells Fargo Advisors April 2012 - May 2012
Crosspoint Academy September 2010 - June 2011
Skills
Management, Project Management, Mathematics, Foreign Languages, Leadership, Marketing
Education
Indiana University Bloomington 2012 — 2016
Michael Wilken, MBA Michael Wilken, MBA's Wells Fargo Advisors Experience January 2014 - May 2015
Job Veteran Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch October 2015 - Present
Wells Fargo Advisors January 2014 - May 2015
Wells Fargo Advisors May 2008 - January 2014
Wells Fargo Advisors June 2006 - June 2008
Henrico County Division of Police June 2003 - June 2006
US Army November 1995 - May 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Public Speaking, Risk Analysis, Financial Services, Military Experience, Equity Trading, Employee Training, Regulatory Compliance, Team Leadership, Training, Team Building, Administration, Mutual Funds, Investments, Series 7, Equities, Risk Management, Securities
Education
Western Governors University 2014 — 2015
Master of Business Administration (M.B.A.), MBA - Strategy and Management
Southern New Hampshire University 2011 — 2013
Bachelor's Degree, History
J Sargeant Reynolds Community College
Associate of Science, Business Administration
Merrill Lynch October 2015 - Present
Wells Fargo Advisors January 2014 - May 2015
Wells Fargo Advisors May 2008 - January 2014
Wells Fargo Advisors June 2006 - June 2008
Henrico County Division of Police June 2003 - June 2006
US Army November 1995 - May 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Leadership, Public Speaking, Risk Analysis, Financial Services, Military Experience, Equity Trading, Employee Training, Regulatory Compliance, Team Leadership, Training, Team Building, Administration, Mutual Funds, Investments, Series 7, Equities, Risk Management, Securities
Education
Western Governors University 2014 — 2015
Master of Business Administration (M.B.A.), MBA - Strategy and Management
Southern New Hampshire University 2011 — 2013
Bachelor's Degree, History
J Sargeant Reynolds Community College
Associate of Science, Business Administration
Charise Mason Charise Mason's Wells Fargo Advisors Experience April 2014 - Present
Job Securities Operations Support Specialist IV at Wells Fargo Advisors
Industry Human Resources
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors January 2006 - Present
Henrico County Dept of Public Utilities January 2002 - January 2005
First Union National Bank January 2000 - January 2002
First Union National Bank January 1998 - January 2000
Skills
Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, Analysis, PowerPoint, Research, Financial Analysis, Microsoft Word, Risk Management, Leadership, Problem Solving, Accounting
Education
University of Richmond 2010 — 2013
Bachelor's degree, Human Resource Management
J Sargeant Reynolds Community College 1996 — 2006
Associates in Applied Science, Administration of Justice
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors January 2006 - Present
Henrico County Dept of Public Utilities January 2002 - January 2005
First Union National Bank January 2000 - January 2002
First Union National Bank January 1998 - January 2000
Skills
Customer Service, Microsoft Excel, Microsoft Office, Data Analysis, Analysis, PowerPoint, Research, Financial Analysis, Microsoft Word, Risk Management, Leadership, Problem Solving, Accounting
Education
University of Richmond 2010 — 2013
Bachelor's degree, Human Resource Management
J Sargeant Reynolds Community College 1996 — 2006
Associates in Applied Science, Administration of Justice
Krystal Lopez Krystal Lopez's Wells Fargo Advisors Experience October 2004 - June 2010
Job Associate Project Manager at Xcenda
Industry Pharmaceuticals
Experience
Xcenda April 2013 - Present
Xcenda November 2011 - April 2013
FedTechServices, INC. November 2010 - September 2011
Wells Fargo Advisors October 2004 - June 2010
Mount Sinai School of Medicine September 2001 - February 2004
Skills
Project Management, Visio, Cross-functional Team..., Process Improvement, Pharmaceutical Industry, Management, Strategic Planning
Education
University of Phoenix 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, General
International Academy of Design and Technology-Tampa 2004 — 2006
Associate of Science (A.S.), Digital Production
Xcenda April 2013 - Present
Xcenda November 2011 - April 2013
FedTechServices, INC. November 2010 - September 2011
Wells Fargo Advisors October 2004 - June 2010
Mount Sinai School of Medicine September 2001 - February 2004
Skills
Project Management, Visio, Cross-functional Team..., Process Improvement, Pharmaceutical Industry, Management, Strategic Planning
Education
University of Phoenix 2012 — 2014
Bachelor of Science (BS), Business Administration and Management, General
International Academy of Design and Technology-Tampa 2004 — 2006
Associate of Science (A.S.), Digital Production
Steven Fryman Steven Fryman's Wells Fargo Advisors Experience February 2012 - February 2014
Job Client Manager at Nieslen
Industry Financial Services
Experience
Nielsen February 2014 - Present
Wells Fargo Advisors February 2012 - February 2014
UBS Wealth Management July 2011 - February 2012
JPMorgan December 2007 - July 2011
JP Morgan November 2006 - December 2007
Chase July 2005 - November 2006
Chase March 2005 - July 2005
A.G. Edwards May 2004 - March 2005
Education
Northwestern University 2011 — 2012
Pre-Clinical Psychology, Psychology
Illinois State University 2000 — 2004
Finance and Management, Finance and Management
Nielsen February 2014 - Present
Wells Fargo Advisors February 2012 - February 2014
UBS Wealth Management July 2011 - February 2012
JPMorgan December 2007 - July 2011
JP Morgan November 2006 - December 2007
Chase July 2005 - November 2006
Chase March 2005 - July 2005
A.G. Edwards May 2004 - March 2005
Education
Northwestern University 2011 — 2012
Pre-Clinical Psychology, Psychology
Illinois State University 2000 — 2004
Finance and Management, Finance and Management
Grant Abrams's Wells Fargo Advisors Experience May 2015 - Present
Job North Hills Complex Manager: Pittsburgh Market at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors January 2013 - April 2015
Wells Fargo Advisors, LLC June 2011 - January 2013
Wells Fargo Advisors, LLC February 2008 - June 2011
Skills
Investments, Finance, Financial Advisory, Risk Management, Investment Strategies, Retirement Planning, Leadership, Sales, Investment Properties, Sales Operations
Education
Indiana University Bloomington 2003 — 2007
Bachelor's of Science, Sports Marketing & Management
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors January 2013 - April 2015
Wells Fargo Advisors, LLC June 2011 - January 2013
Wells Fargo Advisors, LLC February 2008 - June 2011
Skills
Investments, Finance, Financial Advisory, Risk Management, Investment Strategies, Retirement Planning, Leadership, Sales, Investment Properties, Sales Operations
Education
Indiana University Bloomington 2003 — 2007
Bachelor's of Science, Sports Marketing & Management
Joseph A. Warren Joseph A. Warren's Wells Fargo Advisors Experience June 2007 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2007 - Present
Smith Barney September 2003 - June 2007
Morgan Stanley Wealth Management December 1983 - September 2003
Binghamton University September 1978 - December 1983
Skills
401(k) Rollovers, Tactical Asset..., Fixed Income Strategies, Stock Analysis, Estate Planning..., Annuities/Life Insurance, Tactical Asset, Fixed Income, Retirement Planning
Education
Ithaca College 1974 — 1976
Master of Science (M.S.), Speech-Language Pathology/Pathologist
SUNY Cortland 1970 — 1973
Bachelor of Arts (B.A.), Speech-Language Pathology/Pathologist
Chenango Forks Central Schools 1965 — 1969
NYS Regents Diploma
Wells Fargo Advisors June 2007 - Present
Smith Barney September 2003 - June 2007
Morgan Stanley Wealth Management December 1983 - September 2003
Binghamton University September 1978 - December 1983
Skills
401(k) Rollovers, Tactical Asset..., Fixed Income Strategies, Stock Analysis, Estate Planning..., Annuities/Life Insurance, Tactical Asset, Fixed Income, Retirement Planning
Education
Ithaca College 1974 — 1976
Master of Science (M.S.), Speech-Language Pathology/Pathologist
SUNY Cortland 1970 — 1973
Bachelor of Arts (B.A.), Speech-Language Pathology/Pathologist
Chenango Forks Central Schools 1965 — 1969
NYS Regents Diploma
Heather Rushenberg's Wells Fargo Advisors Experience June 2011 - October 2014
Job Senior Client Specialist Private Wealth Management
Industry Financial Services
Experience
Robert W. Baird & Co. October 2014 - Present
Wells Fargo Advisors June 2011 - October 2014
Wells Fargo Advisors November 2007 - May 2010
Skills
Retirement Planning, Mutual Funds, Fixed Annuities
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science, Finance, Psychology
Paris High School 1994 — 1998
Robert W. Baird & Co. October 2014 - Present
Wells Fargo Advisors June 2011 - October 2014
Wells Fargo Advisors November 2007 - May 2010
Skills
Retirement Planning, Mutual Funds, Fixed Annuities
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science, Finance, Psychology
Paris High School 1994 — 1998
Adam Bormann Adam Bormann's Wells Fargo Advisors Experience May 2008 - March 2011
Job Financial Advisor at HJN Advisors, LLP
Industry Financial Services
Experience
HJN Advisors, LLP April 2014 - Present
U.S. Bancorp Investments, Inc. March 2011 - April 2014
Wells Fargo Advisors May 2008 - March 2011
McGladrey Wealth Management November 2005 - May 2008
Education
Iowa State University 2000 — 2002
Master of Business Administration (M.B.A.)
University of Northern Iowa 1998 — 2000
Bachelor of Arts (B.A.), Finance
Marshalltown Community College 1996 — 1998
Associate of Arts (A.A.), Business
HJN Advisors, LLP April 2014 - Present
U.S. Bancorp Investments, Inc. March 2011 - April 2014
Wells Fargo Advisors May 2008 - March 2011
McGladrey Wealth Management November 2005 - May 2008
Education
Iowa State University 2000 — 2002
Master of Business Administration (M.B.A.)
University of Northern Iowa 1998 — 2000
Bachelor of Arts (B.A.), Finance
Marshalltown Community College 1996 — 1998
Associate of Arts (A.A.), Business
LaKesha Taylor LaKesha Taylor's Wells Fargo Advisors Experience August 2013 - January 2014
Job Experienced Paralegal, Sales Professional, and Makeup Artist, who is currently working as a Business Manager
Industry Cosmetics
Experience
Nordstrom May 2014 - Present
Iron Infirmary August 2010 - Present
Wells Fargo Advisors August 2013 - January 2014
InHouse, Inc July 2012 - August 2013
Florida Office of the Attorney General November 2011 - July 2012
Sephora September 2010 - April 2012
Office of the Attorney General January 2008 - August 2010
Blatt, Hasenmiller, Leibsker & Moore, LLC January 2006 - January 2008
Marion County Prosecutor's Office October 2005 - January 2006
Skills
Legal Research, Customer Service, Training, Criminal Law, Trials, Management, Microsoft Office, PowerPoint, Civil Litigation, Mediation, Employment Law, Outlook, Research, Marketing, LexisNexis, Makeup Artistry, Event Planning, Westlaw, Cosmetics, Calendaring, Money Management, Retail, Sales Operations, Administrative Support, Lotus Notes, Discovery, Training Skills, Organizing, Civil Rights Law, Debt Collection, Editing, Sales Support, Interviewing, Scheduling, Reception, Filing, Lexis Nexis, Client Liaison, Client Intake, Dodd-Frank, USPAP, Skin Care, Creative Merchandising
Education
Indiana Wesleyan University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.7 G.P.A
International Business College 2004 — 2006
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal
Warren Central High 2000 — 2004
High School Diploma, General Studies
Nordstrom May 2014 - Present
Iron Infirmary August 2010 - Present
Wells Fargo Advisors August 2013 - January 2014
InHouse, Inc July 2012 - August 2013
Florida Office of the Attorney General November 2011 - July 2012
Sephora September 2010 - April 2012
Office of the Attorney General January 2008 - August 2010
Blatt, Hasenmiller, Leibsker & Moore, LLC January 2006 - January 2008
Marion County Prosecutor's Office October 2005 - January 2006
Skills
Legal Research, Customer Service, Training, Criminal Law, Trials, Management, Microsoft Office, PowerPoint, Civil Litigation, Mediation, Employment Law, Outlook, Research, Marketing, LexisNexis, Makeup Artistry, Event Planning, Westlaw, Cosmetics, Calendaring, Money Management, Retail, Sales Operations, Administrative Support, Lotus Notes, Discovery, Training Skills, Organizing, Civil Rights Law, Debt Collection, Editing, Sales Support, Interviewing, Scheduling, Reception, Filing, Lexis Nexis, Client Liaison, Client Intake, Dodd-Frank, USPAP, Skin Care, Creative Merchandising
Education
Indiana Wesleyan University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.7 G.P.A
International Business College 2004 — 2006
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal
Warren Central High 2000 — 2004
High School Diploma, General Studies
Lisa Murphy's Wells Fargo Advisors Experience September 2014 - February 2015
Job Staff Analyst 2 at Boeing Consultant through ChiptonRoss
Industry Executive Office
Experience
Boeing July 2015 - Present
Luxco, Inc. May 2015 - July 2015
Centene Corporation April 2015 - May 2015
Wells Fargo Advisors September 2014 - February 2015
Ameren Illinois March 2014 - September 2014
Faith Lutheran Church of O'Fallon, IL 2008 - March 2014
Great-West Financial March 2013 - October 2013
SSM Health Care Cardinal Glennon Children's Medical Center April 2011 - February 2013
Millikins LLC August 2010 - March 2011
WellCare June 2008 - May 2009
Skills
Customer Service, Healthcare, Microsoft Excel, Time Management, Human Resources, Business Process..., Medical Staff..., Compliance, Financial Analysis, Retirement Savings, Distribution Operations, Management, Insurance, Policy, Distribution Strategies, Medical Billing, Access, Medicare, Event Planning, Project Management, Medicaid, Invoicing, HIPAA, Administrative..., Managed Care, Leadership, Office Management, Software Documentation, Training, Outlook, Payroll, Budgets, Microsoft Word, PowerPoint, Accounting, Process Improvement, Analysis, Microsoft Office, Team Building, Spreadsheets, Research, Administration, Data Entry, Problem Solving, Employee Relations, Healthcare Management, Public Speaking, Recruiting, Onboarding
Education
University of Phoenix 2005 — 2010
Bachelor of Science
Southwestern Illinois College 2007 — 2010
Not Applicable
Indiana University-Purdue University at Indianapolis 1992 — 1996
Continuing Education
Ben Davis High School 1982 — 1985
Diploma
Boeing July 2015 - Present
Luxco, Inc. May 2015 - July 2015
Centene Corporation April 2015 - May 2015
Wells Fargo Advisors September 2014 - February 2015
Ameren Illinois March 2014 - September 2014
Faith Lutheran Church of O'Fallon, IL 2008 - March 2014
Great-West Financial March 2013 - October 2013
SSM Health Care Cardinal Glennon Children's Medical Center April 2011 - February 2013
Millikins LLC August 2010 - March 2011
WellCare June 2008 - May 2009
Skills
Customer Service, Healthcare, Microsoft Excel, Time Management, Human Resources, Business Process..., Medical Staff..., Compliance, Financial Analysis, Retirement Savings, Distribution Operations, Management, Insurance, Policy, Distribution Strategies, Medical Billing, Access, Medicare, Event Planning, Project Management, Medicaid, Invoicing, HIPAA, Administrative..., Managed Care, Leadership, Office Management, Software Documentation, Training, Outlook, Payroll, Budgets, Microsoft Word, PowerPoint, Accounting, Process Improvement, Analysis, Microsoft Office, Team Building, Spreadsheets, Research, Administration, Data Entry, Problem Solving, Employee Relations, Healthcare Management, Public Speaking, Recruiting, Onboarding
Education
University of Phoenix 2005 — 2010
Bachelor of Science
Southwestern Illinois College 2007 — 2010
Not Applicable
Indiana University-Purdue University at Indianapolis 1992 — 1996
Continuing Education
Ben Davis High School 1982 — 1985
Diploma
Ken Coates's Wells Fargo Advisors Experience February 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors February 2008 - Present
UBS Wealth Management March 2001 - February 2008
Skills
Retirement Planning, Portfolio Management, Wealth Management, Finance, Banking, Financial Services, Financial Analysis, Risk Management, Mutual Funds, Investment Strategies
Education
Indiana University Bloomington 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Advisors February 2008 - Present
UBS Wealth Management March 2001 - February 2008
Skills
Retirement Planning, Portfolio Management, Wealth Management, Finance, Banking, Financial Services, Financial Analysis, Risk Management, Mutual Funds, Investment Strategies
Education
Indiana University Bloomington 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Marco Antonio Olea Marco Antonio Olea's Wells Fargo Advisors Experience Senior Vice President - Investment OfficerWells Fargo AdvisorsMarch 2015 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Senior Vice President - Investment OfficerWells Fargo AdvisorsMarch 2015 - Present
Education
Imperial College London
Master of Science (MSc), Finance
Wells Fargo Advisors Senior Vice President - Investment OfficerWells Fargo AdvisorsMarch 2015 - Present
Education
Imperial College London
Master of Science (MSc), Finance
Robert Armstrong, CFP®'s Wells Fargo Advisors Experience July 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2009 - Present
UBS November 2003 - July 2009
UPS October 1992 - June 2000
Skills
Management, Public Speaking, Saving for Education, Leadership, College Savings Plans, Personal Financial...
Education
Indiana University-Southeast 1997 — 2000
Master of Business Administration (MBA)
University of Louisville 1989 — 1993
Bachelor of Science (BS), Accounting and Business/Management
Fort Knox High School 1984 — 1988
Diploma
Wells Fargo Advisors July 2009 - Present
UBS November 2003 - July 2009
UPS October 1992 - June 2000
Skills
Management, Public Speaking, Saving for Education, Leadership, College Savings Plans, Personal Financial...
Education
Indiana University-Southeast 1997 — 2000
Master of Business Administration (MBA)
University of Louisville 1989 — 1993
Bachelor of Science (BS), Accounting and Business/Management
Fort Knox High School 1984 — 1988
Diploma
Sam Dalby Sam Dalby's Wells Fargo Advisors Experience November 1993 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 1993 - Present
Skills
Finance
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Science (B.S.), Business Management
Wells Fargo Advisors November 1993 - Present
Skills
Finance
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Science (B.S.), Business Management
Brandon Gongorek Brandon Gongorek's Wells Fargo Advisors Experience June 2011 - August 2011
Job Account Manager at AFN
Industry Financial Services
Experience
AFN July 2013 - Present
Indiana Public Interest Research Group September 2012 - March 2013
Wells Fargo Advisors June 2011 - August 2011
Skills
Client Prospecting, Account Management, Sales, Management, Research, Social Media, Public Speaking
Education
Indiana University Bloomington 2010 — 2013
Bachelor of Science in Public Affairs, Business Administration and Management
Kings College London 2012 — 2012
International Risk Management
AFN July 2013 - Present
Indiana Public Interest Research Group September 2012 - March 2013
Wells Fargo Advisors June 2011 - August 2011
Skills
Client Prospecting, Account Management, Sales, Management, Research, Social Media, Public Speaking
Education
Indiana University Bloomington 2010 — 2013
Bachelor of Science in Public Affairs, Business Administration and Management
Kings College London 2012 — 2012
International Risk Management
William Gallagher's Wells Fargo Advisors Experience March 2013 - March 2013
Job Consultant at CGN Global
Industry Management Consulting
Experience
CGN Global January 2015 - Present
urbanest Australia March 2014 - July 2014
Gallagher Asphalt June 2010 - August 2013
Wells Fargo Advisors March 2013 - March 2013
Skills
Economics, Leadership, Teamwork, Time Management, Risk Management, Analysis, Mergers & Acquisitions, Social Networking, Policy Analysis, Public Speaking, Managerial Economics, Organization, Political Science, MS Excel, Organizational..., Microsoft Excel, Social Media
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelors of Science, Economic Consulting & Public Policy Analysis
Homewood-Flossmoor High School 2007 — 2011
CGN Global January 2015 - Present
urbanest Australia March 2014 - July 2014
Gallagher Asphalt June 2010 - August 2013
Wells Fargo Advisors March 2013 - March 2013
Skills
Economics, Leadership, Teamwork, Time Management, Risk Management, Analysis, Mergers & Acquisitions, Social Networking, Policy Analysis, Public Speaking, Managerial Economics, Organization, Political Science, MS Excel, Organizational..., Microsoft Excel, Social Media
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelors of Science, Economic Consulting & Public Policy Analysis
Homewood-Flossmoor High School 2007 — 2011
Laurie Spencer's Wells Fargo Advisors Experience September 2013 - Present
Job Client Associate for Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors September 2013 - Present
SGN 2010 - 2013
SGN 2010 - 2013
Space Coast Truss 1991 - May 2009
Skills
Management, Microsoft Office, Sales, Marketing Strategy, Microsoft Excel, Marketing, Microsoft Word, PowerPoint, Customer Service, Leadership, Research, Windows, Budgets, English, Teaching, Outlook, Sales Management, Negotiation, Contract Negotiation, Social Media Marketing, Strategic Planning, Social Networking, Team Building
Education
Iona College
Business Administration and Management, General
Wells Fargo Advisors September 2013 - Present
SGN 2010 - 2013
SGN 2010 - 2013
Space Coast Truss 1991 - May 2009
Skills
Management, Microsoft Office, Sales, Marketing Strategy, Microsoft Excel, Marketing, Microsoft Word, PowerPoint, Customer Service, Leadership, Research, Windows, Budgets, English, Teaching, Outlook, Sales Management, Negotiation, Contract Negotiation, Social Media Marketing, Strategic Planning, Social Networking, Team Building
Education
Iona College
Business Administration and Management, General
Darla Cederberg's Wells Fargo Advisors Experience 2013 - 2015
Job Senior Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors 2013 - 2015
Vanguard 2011 - 2012
Vanguard 2005 - 2011
Vanguard 2005 - 2007
The Templeton Prize for Progress in Religion 2000 - 2001
Skills
Mutual Funds, IRAs, Fixed Annuities, Asset Allocation, ETFs, Finance, 529 Plans, Retirement Planning, 401k, Investment Strategies, 401k Rollovers, Securities, Risk Management, Retirement, Profit Sharing, Separately Managed..., Insurance, Investment Management, Saving for Education, College Savings Plans, Management, Strategic Planning, Leadership, Nonprofits, Customer Service, Public Speaking, Microsoft Excel
Education
Penn State University 2008 — 2010
Master of Business Administration, Finance, General
Immaculata University 2001 — 2004
BA in IT in Business, Business, 3.94
Wells Fargo Advisors 2013 - 2015
Vanguard 2011 - 2012
Vanguard 2005 - 2011
Vanguard 2005 - 2007
The Templeton Prize for Progress in Religion 2000 - 2001
Skills
Mutual Funds, IRAs, Fixed Annuities, Asset Allocation, ETFs, Finance, 529 Plans, Retirement Planning, 401k, Investment Strategies, 401k Rollovers, Securities, Risk Management, Retirement, Profit Sharing, Separately Managed..., Insurance, Investment Management, Saving for Education, College Savings Plans, Management, Strategic Planning, Leadership, Nonprofits, Customer Service, Public Speaking, Microsoft Excel
Education
Penn State University 2008 — 2010
Master of Business Administration, Finance, General
Immaculata University 2001 — 2004
BA in IT in Business, Business, 3.94
Eric Engelhardt Eric Engelhardt's Wells Fargo Advisors Experience 2003 - 2009
Job Market Trust Director at US Trust
Industry Financial Services
Experience
US Trust, Bank of America Private Wealth Management 2009 - Present
Wells Fargo Advisors 2003 - 2009
Prudential Financial 1999 - 2003
Merrill Lynch January 1994 - January 1999
Skills
Certified Financial..., Certified Trust and..., Chartered Life..., Accredited Asset..., Accredited Wealth..., Estate Planning, Private Banking, Trust Services, High Net Worth..., Wealth
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Rollins College
BA
Villanova University School of Law
JD
US Trust, Bank of America Private Wealth Management 2009 - Present
Wells Fargo Advisors 2003 - 2009
Prudential Financial 1999 - 2003
Merrill Lynch January 1994 - January 1999
Skills
Certified Financial..., Certified Trust and..., Chartered Life..., Accredited Asset..., Accredited Wealth..., Estate Planning, Private Banking, Trust Services, High Net Worth..., Wealth
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
Rollins College
BA
Villanova University School of Law
JD
Michael Martucci Michael Martucci's Wells Fargo Advisors Experience January 2013 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Morgan Stanley March 1998 - January 2013
Prudential Securities January 1992 - March 1998
Education
Iona College 1985 — 1989
Bacelor of Arts, Finance
Wells Fargo Advisors January 2013 - Present
Morgan Stanley March 1998 - January 2013
Prudential Securities January 1992 - March 1998
Education
Iona College 1985 — 1989
Bacelor of Arts, Finance
Edward Dunlap's Wells Fargo Advisors Experience November 1984 - August 1988
Job ReRetired at Ed Dunlap
Industry Banking
Experience
Home June 2014 - Present
Chemical Bank February 2012 - May 2014
M&T Bank August 2002 - November 2011
Newkirk June 2001 - August 2002
Quads TPA 1998 - 2001
M&T Bank 1995 - 1998
BNY Mellon August 1988 - June 1995
Wells Fargo Advisors November 1984 - August 1988
U.S. Bank 1979 - 1984
New England Life 1972 - 1979
Skills
Retirement Planning, Investments, Employee Benefits, Retirement, Management, Pensions, ERISA, 401k, Strategic Financial..., Mutual Funds, Insurance, Strategic Planning, Relationship Management, Investment Advisory, Business Planning, Customer Service, Retirement Plan..., Asset Allocation, Series 63, Coaching, Financial Planning, Sales Management, Series 6, New Business Development, Retirement Plan, Mentoring, Customer Relations
Education
Indiana University—Purdue University Fort Wayne 1967 — 1970
Indiana State University 1966 — 1968
Wolf Lake High School 1962 — 1966
Home June 2014 - Present
Chemical Bank February 2012 - May 2014
M&T Bank August 2002 - November 2011
Newkirk June 2001 - August 2002
Quads TPA 1998 - 2001
M&T Bank 1995 - 1998
BNY Mellon August 1988 - June 1995
Wells Fargo Advisors November 1984 - August 1988
U.S. Bank 1979 - 1984
New England Life 1972 - 1979
Skills
Retirement Planning, Investments, Employee Benefits, Retirement, Management, Pensions, ERISA, 401k, Strategic Financial..., Mutual Funds, Insurance, Strategic Planning, Relationship Management, Investment Advisory, Business Planning, Customer Service, Retirement Plan..., Asset Allocation, Series 63, Coaching, Financial Planning, Sales Management, Series 6, New Business Development, Retirement Plan, Mentoring, Customer Relations
Education
Indiana University—Purdue University Fort Wayne 1967 — 1970
Indiana State University 1966 — 1968
Wolf Lake High School 1962 — 1966
Derrick Clark Derrick Clark's Wells Fargo Advisors Experience August 2004 - December 2011
Job Principal at Heritage Investment Partners, LLP
Industry Financial Services
Experience
Heritage Investment Partners, LLP December 2011 - Present
Wells Fargo Advisors August 2004 - December 2011
Smith Barney 2000 - 2004
Merrill Lynch 1995 - 2000
Merrill Lynch Global Private Client Group 1995 - 2000
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Investments, Securities, Mutual Funds, Strategic Financial..., Estate Planning, Credit, Series 63, Life Insurance, Series 7, Banking, Alternative Investments, Series 65
Education
Iona College 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Miller Place High School 1987 — 1990
Heritage Investment Partners, LLP December 2011 - Present
Wells Fargo Advisors August 2004 - December 2011
Smith Barney 2000 - 2004
Merrill Lynch 1995 - 2000
Merrill Lynch Global Private Client Group 1995 - 2000
Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Investments, Securities, Mutual Funds, Strategic Financial..., Estate Planning, Credit, Series 63, Life Insurance, Series 7, Banking, Alternative Investments, Series 65
Education
Iona College 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Miller Place High School 1987 — 1990
Sarah Lavin's Wells Fargo Advisors Experience May 2015 - August 2015
Job Intern at Wells Fargo Advisors
Industry Accounting
Experience
Indiana University Dance Marathon February 2015 - Present
Indiana University Kelley School of Business August 2014 - Present
Wells Fargo Advisors May 2015 - August 2015
'Self-Employed' November 2011 - August 2015
Heather Ever Present September 2011 - January 2014
Skills
Analytical Skills, Microsoft Office, Leadership, Public Speaking, Research, Social Media, Organization Skills, Creative Strategy, Problem Solving, Microsoft Excel, Communication, PowerPoint, Time Management, Team Leadership, Teamwork, Event Planning, Management, Social Networking, Customer Service
Education
Indiana University - Kelley School of Business 2014 — 2018
Deerfield High School 2010 — 2014
Indiana University Dance Marathon February 2015 - Present
Indiana University Kelley School of Business August 2014 - Present
Wells Fargo Advisors May 2015 - August 2015
'Self-Employed' November 2011 - August 2015
Heather Ever Present September 2011 - January 2014
Skills
Analytical Skills, Microsoft Office, Leadership, Public Speaking, Research, Social Media, Organization Skills, Creative Strategy, Problem Solving, Microsoft Excel, Communication, PowerPoint, Time Management, Team Leadership, Teamwork, Event Planning, Management, Social Networking, Customer Service
Education
Indiana University - Kelley School of Business 2014 — 2018
Deerfield High School 2010 — 2014
ROBERT STEGEMEIER ROBERT STEGEMEIER's Wells Fargo Advisors Experience March 1998 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 1998 - Present
Education
Illinois State University 1979 — 1983
Bachelor of Science (B.S.), MATHEMATICS AND ECONOMICS
Wells Fargo Advisors March 1998 - Present
Education
Illinois State University 1979 — 1983
Bachelor of Science (B.S.), MATHEMATICS AND ECONOMICS
Harrison Waldman Harrison Waldman's Wells Fargo Advisors Experience June 2009 - August 2009
Job Underwriter's Assistant
Industry Insurance
Experience
USLI December 2013 - Present
Brownstone Agency Inc. March 2013 - August 2013
New York Life Insurance Company October 2012 - February 2013
The Theater Project June 2010 - August 2010
Wells Fargo Advisors June 2009 - August 2009
Babik G. & Co. August 2007 - October 2007
Skills
Decision Support, Decision Trees, Decision Analysis, Marketing Strategy, Marketing Communications, Microsoft Technologies, Microsoft Excel, PowerPoint, Marketing, Sales, Social Media Marketing, Facebook, Salesforce.com, Negotiation, Lead Generation, Pricing, Management, Account Management, Customer Retention, Sales Operations, Retail, Social Networking, Forecasting, Advertising, Leadership, CRM, Market Research, Customer Satisfaction, Analysis, Online Marketing, Time Management, Competitive Analysis, Insurance, Business Development
Education
Ithaca College 2011 — 2012
Master of Business Administration (MBA), Marketing, 3.5
Ithaca College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, 3.25
USLI December 2013 - Present
Brownstone Agency Inc. March 2013 - August 2013
New York Life Insurance Company October 2012 - February 2013
The Theater Project June 2010 - August 2010
Wells Fargo Advisors June 2009 - August 2009
Babik G. & Co. August 2007 - October 2007
Skills
Decision Support, Decision Trees, Decision Analysis, Marketing Strategy, Marketing Communications, Microsoft Technologies, Microsoft Excel, PowerPoint, Marketing, Sales, Social Media Marketing, Facebook, Salesforce.com, Negotiation, Lead Generation, Pricing, Management, Account Management, Customer Retention, Sales Operations, Retail, Social Networking, Forecasting, Advertising, Leadership, CRM, Market Research, Customer Satisfaction, Analysis, Online Marketing, Time Management, Competitive Analysis, Insurance, Business Development
Education
Ithaca College 2011 — 2012
Master of Business Administration (MBA), Marketing, 3.5
Ithaca College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing, 3.25
Sarah Waddell's Wells Fargo Advisors Experience 2001 - 2012
Job Broker Associate at Carpenter Realtors
Industry Real Estate
Experience
Carpenter Realtors January 2013 - Present
Carpenter June 2012 - Present
Security Title Services, LLC 2002 - 2012
Wells Fargo Advisors 2001 - 2012
Remax Select June 2004 - December 2010
St Francis Hospital January 1992 - 2004
Skills
Relocation, HUD, Healthcare, Hospitals, Healthcare Information..., Customer Service, Public Speaking, Marketing, Training, Critical Thinking, Clinical Research, Sales
Education
Indiana University-Purdue University at Indianapolis 1989 — 1992
Associate, Radiologic Technology
North Putnam 1984 — 1990
Carpenter Realtors January 2013 - Present
Carpenter June 2012 - Present
Security Title Services, LLC 2002 - 2012
Wells Fargo Advisors 2001 - 2012
Remax Select June 2004 - December 2010
St Francis Hospital January 1992 - 2004
Skills
Relocation, HUD, Healthcare, Hospitals, Healthcare Information..., Customer Service, Public Speaking, Marketing, Training, Critical Thinking, Clinical Research, Sales
Education
Indiana University-Purdue University at Indianapolis 1989 — 1992
Associate, Radiologic Technology
North Putnam 1984 — 1990
Heather Charlton's Wells Fargo Advisors Experience October 2009 - Present
Job First Vice President
Industry Financial Services
Experience
Wells Fargo Advisors October 2009 - Present
Wachovia, A Wells Fargo Company November 2007 - October 2009
Wachovia, A Wells Fargo Company January 2006 - November 2007
Wachovia, A Wells Fargo Company February 2002 - January 2005
Wachovia, A Wells Fargo Company August 1998 - February 2002
AccuStaff 1997 - 1998
Norrell Services 1995 - 1997
The Charlotte Observer 1994 - 1995
The Charlotte Observer 1993 - 1994
The Charlotte Observer 1990 - 1992
Skills
Six Sigma
Education
Indiana University Bloomington 1981 — 1985
B.S., Mass Communications
Wells Fargo Advisors October 2009 - Present
Wachovia, A Wells Fargo Company November 2007 - October 2009
Wachovia, A Wells Fargo Company January 2006 - November 2007
Wachovia, A Wells Fargo Company February 2002 - January 2005
Wachovia, A Wells Fargo Company August 1998 - February 2002
AccuStaff 1997 - 1998
Norrell Services 1995 - 1997
The Charlotte Observer 1994 - 1995
The Charlotte Observer 1993 - 1994
The Charlotte Observer 1990 - 1992
Skills
Six Sigma
Education
Indiana University Bloomington 1981 — 1985
B.S., Mass Communications
Jeff Cappello Jeff Cappello's Wells Fargo Advisors Experience August 2013 - November 2014
Job Sales Executive at Omega Office Systems Llc
Industry Information Technology and Services
Experience
Omega Office Systems Llc June 2015 - Present
Omega Office Systems Llc June 2015 - Present
Wells Fargo Advisors August 2013 - November 2014
Morgan Stanley November 2003 - August 2013
Americom April 1999 - August 2003
Skills
Investments, Estate Planning, Small Business, Portfolio Management, Entrepreneurship, Financial Services, Retirement, Management, Finance, Customer Service, Retirement Planning, Business Planning, Series 7, 401k, Wealth Management, Mutual Funds, Asset Allocation, Strategic Financial...
Education
Iowa State University 1991 — 1994
Associate's degree, Engineering Physics
St John's Military Academy 1989 — 1991
Diploma, General AP Prep
Omega Office Systems Llc June 2015 - Present
Omega Office Systems Llc June 2015 - Present
Wells Fargo Advisors August 2013 - November 2014
Morgan Stanley November 2003 - August 2013
Americom April 1999 - August 2003
Skills
Investments, Estate Planning, Small Business, Portfolio Management, Entrepreneurship, Financial Services, Retirement, Management, Finance, Customer Service, Retirement Planning, Business Planning, Series 7, 401k, Wealth Management, Mutual Funds, Asset Allocation, Strategic Financial...
Education
Iowa State University 1991 — 1994
Associate's degree, Engineering Physics
St John's Military Academy 1989 — 1991
Diploma, General AP Prep
Jeff Gardner Jeff Gardner's Wells Fargo Advisors Experience January 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Rueter Red Power January 2010 - January 2014
Skills
Asset Allocation, Mutual Funds, Investments, Relationship Management, 401k Rollovers, Financial Advisory, Retirement Planning, Life Insurance, IRAs, 401k Plans, 529 Plans, Series 7, Series 66
Education
Iowa State University
Wells Fargo Advisors January 2014 - Present
Rueter Red Power January 2010 - January 2014
Skills
Asset Allocation, Mutual Funds, Investments, Relationship Management, 401k Rollovers, Financial Advisory, Retirement Planning, Life Insurance, IRAs, 401k Plans, 529 Plans, Series 7, Series 66
Education
Iowa State University
Christopher Grandy Christopher Grandy's Wells Fargo Advisors Experience August 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Syracuse Lithographing Co. May 1991 - June 2012
Skills
Customer Service, Marketing, Project Planning, Social Networking, Finance, Sales, Marketing Strategy, Social Media Marketing, Event Planning, Leadership, Public Speaking, Advertising, Financial Services, Strategic Planning, Nonprofits, Marketing Communications
Education
Ithaca College 1992 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Onondaga Community College 1989 — 1992
Associate of Science (A.S.), Business Administration and Management, General
West Genesee
NYS Regents Diploma
Wells Fargo Advisors August 2013 - Present
Syracuse Lithographing Co. May 1991 - June 2012
Skills
Customer Service, Marketing, Project Planning, Social Networking, Finance, Sales, Marketing Strategy, Social Media Marketing, Event Planning, Leadership, Public Speaking, Advertising, Financial Services, Strategic Planning, Nonprofits, Marketing Communications
Education
Ithaca College 1992 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Onondaga Community College 1989 — 1992
Associate of Science (A.S.), Business Administration and Management, General
West Genesee
NYS Regents Diploma
Nathaniel Barkley Nathaniel Barkley's Wells Fargo Advisors Experience October 2011 - Present
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo Advisors October 2011 - Present
Wells Fargo October 2010 - December 2012
Old National Bank September 2009 - October 2010
Skills
Wealth Management, Credit, Loans, Mortgage Lending, Banking, Private Banking, Portfolio Management, Commercial Lending, Commercial Banking, Series 7, Credit Analysis, Small Business Lending, Investments, Consumer Lending, Retail Banking
Education
Indiana Institute of Technology 2014 — 2018
Master’s Degree, Applied Psychology
Ivy Tech Community College 2009 — 2011
Associate’s Degree, Applied Psychology
Wells Fargo January 2013 - Present
Wells Fargo Advisors October 2011 - Present
Wells Fargo October 2010 - December 2012
Old National Bank September 2009 - October 2010
Skills
Wealth Management, Credit, Loans, Mortgage Lending, Banking, Private Banking, Portfolio Management, Commercial Lending, Commercial Banking, Series 7, Credit Analysis, Small Business Lending, Investments, Consumer Lending, Retail Banking
Education
Indiana Institute of Technology 2014 — 2018
Master’s Degree, Applied Psychology
Ivy Tech Community College 2009 — 2011
Associate’s Degree, Applied Psychology
Kurt Kobes's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
Education
Iowa State University 1980 — 1985
Bachelor of Arts (BA), Graphic Design
East High School 1977 — 1980
Wells Fargo Advisors October 2013 - Present
Education
Iowa State University 1980 — 1985
Bachelor of Arts (BA), Graphic Design
East High School 1977 — 1980
Harold Solomon Harold Solomon's Wells Fargo Advisors Experience June 2014 - January 2015
Job Department Manager at Folio Investing
Industry Investment Banking
Experience
Folio Investing January 2015 - Present
Wells Fargo Advisors June 2014 - January 2015
BB&T June 2011 - June 2014
E*TRADE Financial September 2009 - December 2010
Wachovia Securities August 2006 - March 2009
Wachovia Securities, LLC January 2004 - August 2006
Wachovia Securities, LLC January 2003 - January 2004
Wachovia Securities, LLC January 2001 - January 2003
Wachovia Bank September 1999 - January 2001
Wachovia Bank September 1998 - September 1999
Skills
Securities, Trading, Banking, Software Documentation, Equities, Process Improvement, Credit, FINRA, Management, Investments, Financial Services, Leadership, Series 63, Portfolio Management, Loans, Customer Service, Mutual Funds, Business Planning, Back Office, Mergers & Acquisitions, Series 7, Mergers, Security Operations, Operations Management, Training, Insurance, Risk Management, Fixed Income, Asset Management, Wealth Management, Innovation Development, Relationship Management
Education
Virginia Commonwealth University - School of Business 1994 — 1996
Business
J Sargeant Reynolds Community College 1993 — 1994
Business Administration and Management, General
Henrico High School 1989 — 1993
High School
Brookland Middle School
Folio Investing January 2015 - Present
Wells Fargo Advisors June 2014 - January 2015
BB&T June 2011 - June 2014
E*TRADE Financial September 2009 - December 2010
Wachovia Securities August 2006 - March 2009
Wachovia Securities, LLC January 2004 - August 2006
Wachovia Securities, LLC January 2003 - January 2004
Wachovia Securities, LLC January 2001 - January 2003
Wachovia Bank September 1999 - January 2001
Wachovia Bank September 1998 - September 1999
Skills
Securities, Trading, Banking, Software Documentation, Equities, Process Improvement, Credit, FINRA, Management, Investments, Financial Services, Leadership, Series 63, Portfolio Management, Loans, Customer Service, Mutual Funds, Business Planning, Back Office, Mergers & Acquisitions, Series 7, Mergers, Security Operations, Operations Management, Training, Insurance, Risk Management, Fixed Income, Asset Management, Wealth Management, Innovation Development, Relationship Management
Education
Virginia Commonwealth University - School of Business 1994 — 1996
Business
J Sargeant Reynolds Community College 1993 — 1994
Business Administration and Management, General
Henrico High School 1989 — 1993
High School
Brookland Middle School
Matthew Broch Matthew Broch's Wells Fargo Advisors Experience September 2011 - Present
Job Financial Advisor/Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2011 - Present
Morgan Stanley Smith Barney August 2007 - September 2011
A.G. Edwards March 2002 - August 2007
Archer Daniels Midland December 1998 - May 2001
Skills
Investments, Variable Annuities, 529 Plans, Retirement Planning, Life Insurance, Managed Futures, Mutual Funds, Financial Services, Alternative Investments, 401k Rollovers, Business Owner Planning, Estate Investment..., Insurance, Investment Planning, Investment Strategies, Multigenerational..., Risk Management, Wealth Preservation...
Education
University of Illinois at Urbana-Champaign 1996 — 1998
BS, Agricultural Systems Management
Iowa State University 1994 — 1996
Agricultural Studies
Greenview High School 1990 — 1994
Wells Fargo Advisors September 2011 - Present
Morgan Stanley Smith Barney August 2007 - September 2011
A.G. Edwards March 2002 - August 2007
Archer Daniels Midland December 1998 - May 2001
Skills
Investments, Variable Annuities, 529 Plans, Retirement Planning, Life Insurance, Managed Futures, Mutual Funds, Financial Services, Alternative Investments, 401k Rollovers, Business Owner Planning, Estate Investment..., Insurance, Investment Planning, Investment Strategies, Multigenerational..., Risk Management, Wealth Preservation...
Education
University of Illinois at Urbana-Champaign 1996 — 1998
BS, Agricultural Systems Management
Iowa State University 1994 — 1996
Agricultural Studies
Greenview High School 1990 — 1994
Ali Akbari Ali Akbari's Wells Fargo Advisors Experience May 2008 - Present
Job Tech Manager Release Implemenation Services at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors May 2008 - Present
Wachovia Securities May 2005 - May 2008
Bank of America March 1995 - March 2005
Software Alliance Corp 1991 - 1995
Sanwa Bank California - now Bank of the West 1989 - 1992
APPLIED MAGNETICS CORPORATION 1987 - 1989
TRW Real Estate Information Systems 1986 - 1987
Skills
Business Analysis, Vendor Management, Risk Management, SDLC, Customer Relations, Process Engineering, Program Management, IBM Mainframe, Technology..., Process Improvement, CRM, Business Intelligence, Management, Customer Service, Integration, Software Development, Project Management, Leadership, Six Sigma, Strategic Planning, IT Strategy, Banking, Requirements Gathering, Information Technology, Business Development, Requirements Analysis, PMO, Enterprise Architecture, Software Project..., Project Portfolio..., Visio, PMP, Business Process...
Education
Northern Illinois University 1984 — 1986
BS, Computer Science
Institute of Business Administration 1979 — 1983
Bachelor's degree, Business Administration and Management, General
National College 1972-74 1972 — 1974
inter (FSc), Fsc
St Mary's High - Lahore
Wells Fargo Advisors May 2008 - Present
Wachovia Securities May 2005 - May 2008
Bank of America March 1995 - March 2005
Software Alliance Corp 1991 - 1995
Sanwa Bank California - now Bank of the West 1989 - 1992
APPLIED MAGNETICS CORPORATION 1987 - 1989
TRW Real Estate Information Systems 1986 - 1987
Skills
Business Analysis, Vendor Management, Risk Management, SDLC, Customer Relations, Process Engineering, Program Management, IBM Mainframe, Technology..., Process Improvement, CRM, Business Intelligence, Management, Customer Service, Integration, Software Development, Project Management, Leadership, Six Sigma, Strategic Planning, IT Strategy, Banking, Requirements Gathering, Information Technology, Business Development, Requirements Analysis, PMO, Enterprise Architecture, Software Project..., Project Portfolio..., Visio, PMP, Business Process...
Education
Northern Illinois University 1984 — 1986
BS, Computer Science
Institute of Business Administration 1979 — 1983
Bachelor's degree, Business Administration and Management, General
National College 1972-74 1972 — 1974
inter (FSc), Fsc
St Mary's High - Lahore
Blake Hill's Wells Fargo Advisors Experience April 2012 - April 2013
Job Senior Investment Consulting Analyst at Mercer Investments
Industry Investment Management
Experience
Mercer Investments April 2013 - Present
Wells Fargo Advisors April 2012 - April 2013
Prosperity Capital Advisors June 2011 - August 2011
Wells Fargo Advisors February 2011 - June 2011
Wells Fargo Advisors June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
Mercer Investments April 2013 - Present
Wells Fargo Advisors April 2012 - April 2013
Prosperity Capital Advisors June 2011 - August 2011
Wells Fargo Advisors February 2011 - June 2011
Wells Fargo Advisors June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance
Chris Holladay, CFP®'s Wells Fargo Advisors Experience June 2002 - August 2015
Job Vice President Waterfront Advisory Group of Raymond James
Industry Financial Services
Experience
Waterfront Advisory Group of Raymond James August 2015 - Present
Wells Fargo Advisors June 2002 - August 2015
U. S. Navy 1986 - July 2014
Fighter Squadron 41 - "Black Aces" 1997 - 1999
Education
Indiana University Bloomington 1980 — 1986
Bachelor of Science (B.S.), Biology, General
Waterfront Advisory Group of Raymond James August 2015 - Present
Wells Fargo Advisors June 2002 - August 2015
U. S. Navy 1986 - July 2014
Fighter Squadron 41 - "Black Aces" 1997 - 1999
Education
Indiana University Bloomington 1980 — 1986
Bachelor of Science (B.S.), Biology, General
Michael J. Langevin AAMS Michael J. Langevin AAMS's Wells Fargo Advisors Experience October 2011 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2011 - Present
Edward Jones Investments September 2001 - October 2011
Michael J. Langevin Consulting & Publishing January 1995 - September 2001
Shockley Communications January 1992 - March 2000
Skills
Consulting, Management/Supervision, Direct Marketing, Writing, Research, Sales, Broadcast Management
Education
Metropolitan State University 1987 — 1989
Bachelor's Degree, Business/Marketing
Inver Hills Community College 1985 — 1986
Associate's Degree, pre-business
Brown Institute 1978 — 1979
Certificate, Radio/TV Broadcasting
Park Sr. High 1974 — 1977
High School Diploma
Wells Fargo Advisors October 2011 - Present
Edward Jones Investments September 2001 - October 2011
Michael J. Langevin Consulting & Publishing January 1995 - September 2001
Shockley Communications January 1992 - March 2000
Skills
Consulting, Management/Supervision, Direct Marketing, Writing, Research, Sales, Broadcast Management
Education
Metropolitan State University 1987 — 1989
Bachelor's Degree, Business/Marketing
Inver Hills Community College 1985 — 1986
Associate's Degree, pre-business
Brown Institute 1978 — 1979
Certificate, Radio/TV Broadcasting
Park Sr. High 1974 — 1977
High School Diploma
Jason Fry Jason Fry's Wells Fargo Advisors Experience October 2013 - Present
Job Project Management | Marketing | Communications
Industry Financial Services
Experience
Wells Fargo Advisors October 2013 - Present
PotentiaMED September 2013 - October 2013
MyCaJourney September 2013 - October 2013
GO! Network February 2013 - August 2013
NextGen Information Services July 2012 - February 2013
NextGen Information Services April 2012 - July 2012
Kaldi's Coffee Roasting Company November 2011 - July 2012
GO! Network July 2011 - November 2011
John Adams Solutions Pvt. Ltd. October 2009 - June 2011
Summit Global Strategies Inc. April 2009 - June 2011
Skills
Training & Development, Strategic Planning, People Management, Investor Relations, Customer Relations, Account Management, Marketing Communications, Administration, Technical Recruiting, Cross-cultural, Management, Entrepreneurship, Recruiting, Team Leadership, Customer Service, Team Building, Leadership Development, Research, Event Management, Project Management, Coaching, Budgets, Project Planning, Training, Microsoft Excel, Microsoft Word, System Administration, PowerPoint, Human Resources, Teamwork, Leadership, Employee Training, Editing, Nonprofits, Social Media Marketing, Social Media, Strategy, Marketing, Community Outreach, Program Management, CRM, Blogging, Facebook, Sales, Email Marketing, Newsletters, Fundraising, Public Speaking, Start-ups, Press Releases
Education
Indiana Wesleyan University 2010 — 2012
MBA, International Business
International Language Schools of Canada - Montreal 2008 — 2008
CELTA, Teaching English as a Second Language
University of Cambridge 2008 — 2008
Certificate in English Language Teaching to Adults, Teaching English as a Second Language
University of Madras 2006 — 2008
Historical Studies
Ozark Christian College 1997 — 2002
Bachelor of Theology, Intercultural Studies
Ozark Christian College 1997 — 2002
Bachelor of Bible Literature, Speech Communication and Rhetoric
Fort Zumwalt North High School 1994 — 1997
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Eisenhower Junior High School, Lawton, OK, USA 1991 — 1994
Wells Fargo Advisors October 2013 - Present
PotentiaMED September 2013 - October 2013
MyCaJourney September 2013 - October 2013
GO! Network February 2013 - August 2013
NextGen Information Services July 2012 - February 2013
NextGen Information Services April 2012 - July 2012
Kaldi's Coffee Roasting Company November 2011 - July 2012
GO! Network July 2011 - November 2011
John Adams Solutions Pvt. Ltd. October 2009 - June 2011
Summit Global Strategies Inc. April 2009 - June 2011
Skills
Training & Development, Strategic Planning, People Management, Investor Relations, Customer Relations, Account Management, Marketing Communications, Administration, Technical Recruiting, Cross-cultural, Management, Entrepreneurship, Recruiting, Team Leadership, Customer Service, Team Building, Leadership Development, Research, Event Management, Project Management, Coaching, Budgets, Project Planning, Training, Microsoft Excel, Microsoft Word, System Administration, PowerPoint, Human Resources, Teamwork, Leadership, Employee Training, Editing, Nonprofits, Social Media Marketing, Social Media, Strategy, Marketing, Community Outreach, Program Management, CRM, Blogging, Facebook, Sales, Email Marketing, Newsletters, Fundraising, Public Speaking, Start-ups, Press Releases
Education
Indiana Wesleyan University 2010 — 2012
MBA, International Business
International Language Schools of Canada - Montreal 2008 — 2008
CELTA, Teaching English as a Second Language
University of Cambridge 2008 — 2008
Certificate in English Language Teaching to Adults, Teaching English as a Second Language
University of Madras 2006 — 2008
Historical Studies
Ozark Christian College 1997 — 2002
Bachelor of Theology, Intercultural Studies
Ozark Christian College 1997 — 2002
Bachelor of Bible Literature, Speech Communication and Rhetoric
Fort Zumwalt North High School 1994 — 1997
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Eisenhower Junior High School, Lawton, OK, USA 1991 — 1994
Anthony Condeni Anthony Condeni's Wells Fargo Advisors Experience July 1988 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 1988 - Present
Skills
Retirement Planning, Fixed Income Strategies, 401k Rollovers, Series 7, Series 63, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Uniform Combined State..., Mutual Funds, Roth IRA, College Savings Plans, Investment Strategies, Financial Advisory, IRAs, Fixed Annuities
Education
Loyola University Chicago 1971 — 1974
Master of Arts (MA), Labor and Industrial Relations
Indiana State University 1964 — 1969
Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors July 1988 - Present
Skills
Retirement Planning, Fixed Income Strategies, 401k Rollovers, Series 7, Series 63, Wealth Management, Retirement, Asset Allocation, Investment Advisory, Uniform Combined State..., Mutual Funds, Roth IRA, College Savings Plans, Investment Strategies, Financial Advisory, IRAs, Fixed Annuities
Education
Loyola University Chicago 1971 — 1974
Master of Arts (MA), Labor and Industrial Relations
Indiana State University 1964 — 1969
Business, Management, Marketing, and Related Support Services
Mark J. Elliott's Wells Fargo Advisors Experience January 1994 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 1994 - Present
Skills
Certified Financial..., Masters in Financial..., Retirement Planning, Wealth Management, Investments, Asset Allocation, Series 7, Financial Planning, Finance, Investment Advisory, Mutual Funds, Securities, Series 63, Asset Management, Portfolio Management
Education
Indiana University Bloomington 1976 — 1981
Bachelor of Science (B.S.), Business/Managerial Economics
Wells Fargo Advisors January 1994 - Present
Skills
Certified Financial..., Masters in Financial..., Retirement Planning, Wealth Management, Investments, Asset Allocation, Series 7, Financial Planning, Finance, Investment Advisory, Mutual Funds, Securities, Series 63, Asset Management, Portfolio Management
Education
Indiana University Bloomington 1976 — 1981
Bachelor of Science (B.S.), Business/Managerial Economics
Susan Eriksen PMP Susan Eriksen PMP's Wells Fargo Advisors Experience August 2011 - August 2011
Job IT Project Manager | Financial Services | Successful Application Dev Project Deliveries | Open to New Opportunities
Industry Information Technology and Services
Experience
PMP Leaders in IT Program Management 2012 - Present
CoreLogic August 2013 - February 2014
Wells Fargo March 2013 - June 2013
Wells Fargo Home Mortgage September 2011 - February 2012
Wells Fargo Advisors August 2011 - August 2011
Wells Fargo Bank March 2010 - February 2011
Wells Fargo Financial January 2007 - March 2009
Reece & Nichols Realtors October 2002 - February 2007
Centers for Disease Control and Prevention (CDC) March 2006 - November 2006
Honeywell Technology Solutions Inc April 2005 - March 2006
Skills
PMP, SDLC, Vendor Management, Project Management, Resource Management, Program Management, PMO, Software Project..., Business Analysis, Requirements Analysis, Process Improvement, Team Leadership, Quality Assurance, Certified Project..., PMBOK, Project Charter, MS Project, Project Server, Project Finance, Project Management Plan, Agile Project Management, TPM, ITIL Service Strategy, Offshore Management, Team Building, Strategic Planning, Data Warehousing, Business Process..., Manage Complex Projects, Facilitation Management, IT Infrastructure..., Financial Analysis, Risk Management, Issue Management, Project Status Reporting, Communication Skills, IT Instructor, PMP Certification, Data Migration, Technical Project..., System Architecture, Functional..., Functional Requirements, Earned Value Management, Change Management, Materials Management, IBR, Mortgage Banking, Strategic Financial..., Agile Methodologies
Education
Iowa State University 1968 — 1972
Bachelor of Science, Mathematics, 3.4
Iowa State University 1972 — 1972
Graduate Studies, Computer Science, 3.6
University of Tulsa 1996 — 1997
Graduate Studies, Business Technology Management
PMP Leaders in IT Program Management 2012 - Present
CoreLogic August 2013 - February 2014
Wells Fargo March 2013 - June 2013
Wells Fargo Home Mortgage September 2011 - February 2012
Wells Fargo Advisors August 2011 - August 2011
Wells Fargo Bank March 2010 - February 2011
Wells Fargo Financial January 2007 - March 2009
Reece & Nichols Realtors October 2002 - February 2007
Centers for Disease Control and Prevention (CDC) March 2006 - November 2006
Honeywell Technology Solutions Inc April 2005 - March 2006
Skills
PMP, SDLC, Vendor Management, Project Management, Resource Management, Program Management, PMO, Software Project..., Business Analysis, Requirements Analysis, Process Improvement, Team Leadership, Quality Assurance, Certified Project..., PMBOK, Project Charter, MS Project, Project Server, Project Finance, Project Management Plan, Agile Project Management, TPM, ITIL Service Strategy, Offshore Management, Team Building, Strategic Planning, Data Warehousing, Business Process..., Manage Complex Projects, Facilitation Management, IT Infrastructure..., Financial Analysis, Risk Management, Issue Management, Project Status Reporting, Communication Skills, IT Instructor, PMP Certification, Data Migration, Technical Project..., System Architecture, Functional..., Functional Requirements, Earned Value Management, Change Management, Materials Management, IBR, Mortgage Banking, Strategic Financial..., Agile Methodologies
Education
Iowa State University 1968 — 1972
Bachelor of Science, Mathematics, 3.4
Iowa State University 1972 — 1972
Graduate Studies, Computer Science, 3.6
University of Tulsa 1996 — 1997
Graduate Studies, Business Technology Management
Joel Queck Joel Queck's Wells Fargo Advisors Experience January 1990 - Present
Job Financial Advisor Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 1990 - Present
Morgan Stanley Wealth Management January 1987 - January 1990
Alexander Proudfoot September 1986 - December 1986
INTL FCStone Inc. June 1983 - June 1986
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Series 65, Mutual Funds, Investments, Portfolio Management, Alternative Investments, Strategic Financial..., 401k
Education
Iowa State University 1979 — 1983
BS, Agricultual Business, Economics
Wells Fargo Advisors January 1990 - Present
Morgan Stanley Wealth Management January 1987 - January 1990
Alexander Proudfoot September 1986 - December 1986
INTL FCStone Inc. June 1983 - June 1986
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Series 65, Mutual Funds, Investments, Portfolio Management, Alternative Investments, Strategic Financial..., 401k
Education
Iowa State University 1979 — 1983
BS, Agricultual Business, Economics
Lucas Freed Lucas Freed's Wells Fargo Advisors Experience 2011 - 2013
Job Customer Experience Design, Innovation, & Strategy
Industry Financial Services
Experience
Wells Fargo Retail Services 2015 - Present
Wells Fargo Home Lending 2013 - 2015
Wells Fargo Advisors 2011 - 2013
Wells Fargo Financial 2003 - 2011
Bratney Companies 2008 - 2010
General Electric 2002 - 2003
Skills
Strategic Planning, Relationship Management, Leadership, Financial Analysis, Analytics, Strategy, Process Improvement, Mortgage Lending, Customer Experience, Consulting, Customer Service, Loans, Marketing, Interpersonal..., Investments
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (M.B.A.)
Iowa State University
BS, Industrial Engineering
Wells Fargo Retail Services 2015 - Present
Wells Fargo Home Lending 2013 - 2015
Wells Fargo Advisors 2011 - 2013
Wells Fargo Financial 2003 - 2011
Bratney Companies 2008 - 2010
General Electric 2002 - 2003
Skills
Strategic Planning, Relationship Management, Leadership, Financial Analysis, Analytics, Strategy, Process Improvement, Mortgage Lending, Customer Experience, Consulting, Customer Service, Loans, Marketing, Interpersonal..., Investments
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (M.B.A.)
Iowa State University
BS, Industrial Engineering
Kirstyn Buck's Wells Fargo Advisors Experience June 2014 - August 2014
Job Economics Teaching Intern at Indiana University
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Supplemental Instruction Indiana University August 2014 - Present
Indiana University Kelley School of Business August 2013 - May 2015
Wells Fargo Advisors June 2014 - August 2014
Skills
Leadership, Strategic Leadership, Process Improvement, Team Management, Organizational..., Time Management, Equity Research Analysis, SmartStation, Communication Skills, Research, Customer Service
Education
Indiana University Bloomington 2012 — 2016
Bachelor's Degree, Financial Planning and Services
Bremen High School 2008 — 2012
Academic Honors Diploma
J.P. Morgan June 2015 - Present
Supplemental Instruction Indiana University August 2014 - Present
Indiana University Kelley School of Business August 2013 - May 2015
Wells Fargo Advisors June 2014 - August 2014
Skills
Leadership, Strategic Leadership, Process Improvement, Team Management, Organizational..., Time Management, Equity Research Analysis, SmartStation, Communication Skills, Research, Customer Service
Education
Indiana University Bloomington 2012 — 2016
Bachelor's Degree, Financial Planning and Services
Bremen High School 2008 — 2012
Academic Honors Diploma
Natalie Sweazey's Wells Fargo Advisors Experience August 2015 - Present
Job Client Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors August 2015 - Present
NorthMarq Capital March 2015 - Present
U.S. Bank April 2013 - April 2014
Edina Realty August 2012 - November 2013
Oak Ridge Country Club 2010 - 2012
Allied Chiropractic Center May 2009 - August 2009
Skills
Social Media Marketing, Direct Marketing, Marketing, Event Planning, Sales, Customer Service, Marketing Communications, Market Analysis, Facebook
Education
Iowa State University - College of Business 2008 — 2012
Bachelor of Science (BS), Marketing/Marketing Management, General
Wells Fargo Advisors August 2015 - Present
NorthMarq Capital March 2015 - Present
U.S. Bank April 2013 - April 2014
Edina Realty August 2012 - November 2013
Oak Ridge Country Club 2010 - 2012
Allied Chiropractic Center May 2009 - August 2009
Skills
Social Media Marketing, Direct Marketing, Marketing, Event Planning, Sales, Customer Service, Marketing Communications, Market Analysis, Facebook
Education
Iowa State University - College of Business 2008 — 2012
Bachelor of Science (BS), Marketing/Marketing Management, General
Michelle Barsanti Michelle Barsanti's Wells Fargo Advisors Experience April 2015 - Present
Job First Vice President Field Leadership, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo December 2013 - March 2015
Wells Fargo Advisors May 2011 - December 2013
BD Education Group, LLC January 2010 - September 2011
Evergreen Investments March 2008 - March 2010
LPL September 2007 - March 2008
Evergreen Investments June 2006 - September 2007
Evergreen Investments July 2004 - May 2006
Wachovia Securities, LLC October 2002 - July 2004
American Express Financial Advisors August 2001 - October 2002
Skills
Mutual Funds, Series 7, Management, Series 63, Financial Services, Retirement Planning, Finance, Sales, Investments, Leadership, Executive Coaching
Education
Indiana University of Pennsylvania 1995 — 1999
Bachelor of Science, International Business, Marketing
Wells Fargo Advisors April 2015 - Present
Wells Fargo December 2013 - March 2015
Wells Fargo Advisors May 2011 - December 2013
BD Education Group, LLC January 2010 - September 2011
Evergreen Investments March 2008 - March 2010
LPL September 2007 - March 2008
Evergreen Investments June 2006 - September 2007
Evergreen Investments July 2004 - May 2006
Wachovia Securities, LLC October 2002 - July 2004
American Express Financial Advisors August 2001 - October 2002
Skills
Mutual Funds, Series 7, Management, Series 63, Financial Services, Retirement Planning, Finance, Sales, Investments, Leadership, Executive Coaching
Education
Indiana University of Pennsylvania 1995 — 1999
Bachelor of Science, International Business, Marketing
Adam Bornstein's Wells Fargo Advisors Experience August 2012 - August 2012
Job Helping CIOs and their leadership teams prioritize and solve their most critical business issues
Industry Management Consulting
Experience
CEB April 2015 - Present
CEB June 2014 - March 2015
Cultivation Capital May 2013 - December 2013
Ignition Tank May 2013 - July 2013
Wells Fargo Advisors August 2012 - August 2012
RubinBrown LLP July 2012 - July 2012
Sleeve a Message May 2011 - May 2012
Skills
Microsoft Excel, Management, Microsoft Office, Microsoft Word, PowerPoint, Sales, Photoshop, Social Media, Due Diligence, Facebook, Research, English, Google Adwords, Google Analytics, Customer Service, Windows, Salesforce.com, Public Speaking, Leadership, Marketing, Social Networking, CEO Succession, Big-picture Thinking
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Finance and Operations Management
CEB April 2015 - Present
CEB June 2014 - March 2015
Cultivation Capital May 2013 - December 2013
Ignition Tank May 2013 - July 2013
Wells Fargo Advisors August 2012 - August 2012
RubinBrown LLP July 2012 - July 2012
Sleeve a Message May 2011 - May 2012
Skills
Microsoft Excel, Management, Microsoft Office, Microsoft Word, PowerPoint, Sales, Photoshop, Social Media, Due Diligence, Facebook, Research, English, Google Adwords, Google Analytics, Customer Service, Windows, Salesforce.com, Public Speaking, Leadership, Marketing, Social Networking, CEO Succession, Big-picture Thinking
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science (BS), Finance and Operations Management
Joe Wilson III, AAMS's Wells Fargo Advisors Experience May 2006 - May 2009
Job President, Wealth Management at Trilogy Private Capital
Industry Financial Services
Experience
Trilogy Private Capital July 2014 - Present
Ameriprise Financial Services, Inc. May 2009 - July 2014
Wells Fargo Advisors May 2006 - May 2009
Dominion Homes October 2001 - December 2005
Bachrach 1996 - 2001
Skills
Disability Insurance, Wealth Management, Strategy, Wealth, Management, Project Planning, Private Equity, Mutual Funds, Asset Allocation, Investment Advisory, Series 7, Series 63, Series 65, Life Insurance, ETFs, Investments, Finance, Retirement Planning
Education
Indiana Wesleyan University
Trilogy Private Capital July 2014 - Present
Ameriprise Financial Services, Inc. May 2009 - July 2014
Wells Fargo Advisors May 2006 - May 2009
Dominion Homes October 2001 - December 2005
Bachrach 1996 - 2001
Skills
Disability Insurance, Wealth Management, Strategy, Wealth, Management, Project Planning, Private Equity, Mutual Funds, Asset Allocation, Investment Advisory, Series 7, Series 63, Series 65, Life Insurance, ETFs, Investments, Finance, Retirement Planning
Education
Indiana Wesleyan University
Daniel Bottomley's Wells Fargo Advisors Experience August 2015 - Present
Job Administrative assistant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors June 2015 - July 2015
Fredericks Inc. June 2014 - August 2014
Anderson Community Schools May 2013 - August 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Leadership, Public Speaking, Time Management, Social Networking, Research, Teamwork, PowerPoint
Education
Indiana University Bloomington 2011 — 2015
B.S. Public Affairs, Management
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors June 2015 - July 2015
Fredericks Inc. June 2014 - August 2014
Anderson Community Schools May 2013 - August 2013
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Leadership, Public Speaking, Time Management, Social Networking, Research, Teamwork, PowerPoint
Education
Indiana University Bloomington 2011 — 2015
B.S. Public Affairs, Management
Si Yu Huang's Wells Fargo Advisors Experience August 2013 - December 2013
Job M&A Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Economics Department - Indiana University August 2013 - May 2014
Wells Fargo Advisors August 2013 - December 2013
J.P. Morgan Case Competition October 2013 - November 2013
Training the Street Seminar October 2013 - October 2013
Hutton Honors College - Indiana University August 2012 - October 2012
Skills
Team Leadership, Analytical Skills, Microsoft Office, Leadership, Time Management, Research
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics
Greenwood High School 2006 — 2010
Core 40 with Academic Honors, Graduated top 10% of class
SunTrust Robinson Humphrey July 2015 - Present
SunTrust Robinson Humphrey June 2014 - August 2014
Economics Department - Indiana University August 2013 - May 2014
Wells Fargo Advisors August 2013 - December 2013
J.P. Morgan Case Competition October 2013 - November 2013
Training the Street Seminar October 2013 - October 2013
Hutton Honors College - Indiana University August 2012 - October 2012
Skills
Team Leadership, Analytical Skills, Microsoft Office, Leadership, Time Management, Research
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics
Greenwood High School 2006 — 2010
Core 40 with Academic Honors, Graduated top 10% of class
Jay Sutherland's Wells Fargo Advisors Experience 2008 - 2015
Job Financial Services Professional
Industry Financial Services
Experience
Gravity Investments & Gravity Capital Partners July 2015 - Present
Sutherland Home of Golf Tours January 2015 - Present
Wells Fargo Advisors 2008 - 2015
UBS Wealth Management December 2001 - November 2008
Skills
Finance, Risk Management, Investments, Portfolio Management
Education
Indiana University Bloomington 1977 — 1981
Bachelor's degree, Business Administration and Management, General
Gravity Investments & Gravity Capital Partners July 2015 - Present
Sutherland Home of Golf Tours January 2015 - Present
Wells Fargo Advisors 2008 - 2015
UBS Wealth Management December 2001 - November 2008
Skills
Finance, Risk Management, Investments, Portfolio Management
Education
Indiana University Bloomington 1977 — 1981
Bachelor's degree, Business Administration and Management, General
Robert Huser's Wells Fargo Advisors Experience March 1995 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 1995 - Present
Education
Indiana State University 1987 — 1992
Bachelor's Degree, Business
Wells Fargo Advisors March 1995 - Present
Education
Indiana State University 1987 — 1992
Bachelor's Degree, Business
Reece Zakarin's Wells Fargo Advisors Experience July 2013 - August 2013
Job Summer Research Analyst Zakarin Financial
Industry Financial Services
Experience
Zakarin Financial May 2015 - Present
TECHEXPO Top Secret May 2014 - October 2014
Wells Fargo Advisors July 2013 - August 2013
Bohemian Raspberry August 2012 - August 2013
National Honor Society October 2012 - June 2013
Skills
Mathematics, Information Systems, Marketing, Social Media Marketing, Writing, Quantitative Analytics, Microsoft Excel, Data Mining, Data Analysis, Social Networking, Event Planning, Marketing Strategy, Teamwork, Hospitality
Education
Indiana University - Kelley School of Business 2013 — 2017
Accounting and Finance, 3.93 GPA, Sophomore
Westfield High School 2009 — 2013
Zakarin Financial May 2015 - Present
TECHEXPO Top Secret May 2014 - October 2014
Wells Fargo Advisors July 2013 - August 2013
Bohemian Raspberry August 2012 - August 2013
National Honor Society October 2012 - June 2013
Skills
Mathematics, Information Systems, Marketing, Social Media Marketing, Writing, Quantitative Analytics, Microsoft Excel, Data Mining, Data Analysis, Social Networking, Event Planning, Marketing Strategy, Teamwork, Hospitality
Education
Indiana University - Kelley School of Business 2013 — 2017
Accounting and Finance, 3.93 GPA, Sophomore
Westfield High School 2009 — 2013
Mark Palazzolo Mark Palazzolo's Wells Fargo Advisors Experience September 2013 - January 2015
Job Financial Services & Civil/Structural Design Professional
Industry Financial Services
Experience
Ford, Bacon & Davis, LLC January 2015 - Present
Wells Fargo Advisors September 2013 - January 2015
E*TRADE Financial Corporation October 2007 - April 2012
Oppenheimer & Co. Inc. 2003 - 2006
Oppenheimer & Co. Inc. 2003 - 2006
Oppenheimer & Co. Inc. 2003 - 2006
Oppenheimer & Co. Inc. 2003 - 2006
Skills
Series 7, Series 63, Series 3, Salesforce.com..., AutoCAD Plant 3D, LFM, Structural Engineering, Sales, Customer Service, Negotiation
Education
ITT Technical Institute-Charlotte North 2013 — 2014
Network and System Administration/Administrator
Manhattan College 1999 — 2002
Finance, Electrical Engineering
West Islip
West Islip
Ford, Bacon & Davis, LLC January 2015 - Present
Wells Fargo Advisors September 2013 - January 2015
E*TRADE Financial Corporation October 2007 - April 2012
Oppenheimer & Co. Inc. 2003 - 2006
Oppenheimer & Co. Inc. 2003 - 2006
Oppenheimer & Co. Inc. 2003 - 2006
Oppenheimer & Co. Inc. 2003 - 2006
Skills
Series 7, Series 63, Series 3, Salesforce.com..., AutoCAD Plant 3D, LFM, Structural Engineering, Sales, Customer Service, Negotiation
Education
ITT Technical Institute-Charlotte North 2013 — 2014
Network and System Administration/Administrator
Manhattan College 1999 — 2002
Finance, Electrical Engineering
West Islip
West Islip
Jordan Band's Wells Fargo Advisors Experience May 2010 - August 2010
Job Corporate Advisory Practice at Hill+Knowlton Strategies
Industry Public Relations and Communications
Experience
Hill+Knowlton Strategies July 2013 - Present
Hill+Knowlton Strategies May 2013 - June 2013
Superior Court of New Jersey May 2012 - August 2012
U.S. House of Representatives June 2011 - August 2011
Fox News Channel May 2011 - July 2011
Wells Fargo Advisors May 2010 - August 2010
Education
Indiana University Bloomington
Bachelor of Arts, Politcal Science
Hill+Knowlton Strategies July 2013 - Present
Hill+Knowlton Strategies May 2013 - June 2013
Superior Court of New Jersey May 2012 - August 2012
U.S. House of Representatives June 2011 - August 2011
Fox News Channel May 2011 - July 2011
Wells Fargo Advisors May 2010 - August 2010
Education
Indiana University Bloomington
Bachelor of Arts, Politcal Science
Robert Boykin's Wells Fargo Advisors Experience April 2015 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Knox Payments November 2014 - February 2015
Knox Payments September 2014 - November 2014
Capital One October 2012 - September 2014
Capital One April 2013 - October 2013
Capital One February 2011 - October 2012
Skills
Table Tennis, Process Management, Process Improvement, Policy Analysis, Customer Service, Microsoft Office, Microsoft Excel, Credit Card Fraud, Bank Fraud, Dispute Resolution, Fraud Prevention, Fraud Detection, ACH, Payments, Electronic Payments, Anti Money Laundering, Bank Secrecy Act, Online Fraud, Online Payment Solutions, Production Operations, Financial Risk, Management, Leadership, Project Management, Strategy, Risk Management, Business Analysis, Strategic Planning, Marketing
Education
J Sargeant Reynolds Community College 2007 — 2010
Associate of Science (AS), Business Administration, Management and Operations
John Randolph Tucker High School 2003 — 2007
Wells Fargo Advisors April 2015 - Present
Knox Payments November 2014 - February 2015
Knox Payments September 2014 - November 2014
Capital One October 2012 - September 2014
Capital One April 2013 - October 2013
Capital One February 2011 - October 2012
Skills
Table Tennis, Process Management, Process Improvement, Policy Analysis, Customer Service, Microsoft Office, Microsoft Excel, Credit Card Fraud, Bank Fraud, Dispute Resolution, Fraud Prevention, Fraud Detection, ACH, Payments, Electronic Payments, Anti Money Laundering, Bank Secrecy Act, Online Fraud, Online Payment Solutions, Production Operations, Financial Risk, Management, Leadership, Project Management, Strategy, Risk Management, Business Analysis, Strategic Planning, Marketing
Education
J Sargeant Reynolds Community College 2007 — 2010
Associate of Science (AS), Business Administration, Management and Operations
John Randolph Tucker High School 2003 — 2007
Elias Mercado Elias Mercado's Wells Fargo Advisors Experience January 2005 - 2006
Job President at EMega Consulting
Industry Financial Services
Experience
EMega Consulting September 2010 - Present
Transnetwork Corporation January 2009 - September 2010
Ria Financial January 2007 - December 2008
Wells Fargo Advisors January 2005 - 2006
Ernst & Young October 2002 - December 2004
TeleTech January 2000 - October 2002
First Data Corporation January 1996 - January 2000
Western Union 1993 - 1996
Thomas Cook Group 1988 - 1994
Skills
Business Strategy, Financial Services, Banking, Strategic Planning, New Business Development, Start-ups, Mergers, Payments, Risk Management, Financial Analysis, Business Planning, Business Development, Strategic Partnerships, Sales Management, Credit, Executive Management, Operational Excellence, Emerging Markets, Mergers & Acquisitions, Strategy, Customer Service, Strategic Leadership, Project Portfolio...
Education
IPADE 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Instituto Tecnológico Autónomo de México
lear school
EMega Consulting September 2010 - Present
Transnetwork Corporation January 2009 - September 2010
Ria Financial January 2007 - December 2008
Wells Fargo Advisors January 2005 - 2006
Ernst & Young October 2002 - December 2004
TeleTech January 2000 - October 2002
First Data Corporation January 1996 - January 2000
Western Union 1993 - 1996
Thomas Cook Group 1988 - 1994
Skills
Business Strategy, Financial Services, Banking, Strategic Planning, New Business Development, Start-ups, Mergers, Payments, Risk Management, Financial Analysis, Business Planning, Business Development, Strategic Partnerships, Sales Management, Credit, Executive Management, Operational Excellence, Emerging Markets, Mergers & Acquisitions, Strategy, Customer Service, Strategic Leadership, Project Portfolio...
Education
IPADE 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Instituto Tecnológico Autónomo de México
lear school
Lauren Crawley Lauren Crawley's Wells Fargo Advisors Experience May 2009 - August 2010
Job Regional Marketing Coordinator at Belk
Industry Marketing and Advertising
Experience
Belk August 2013 - Present
Belk August 2012 - August 2013
Clinique October 2004 - August 2012
Wells Fargo Advisors May 2009 - August 2010
Skills
Public Relations, Advertising, Sales, Marketing, Event Planning, Leadership, Microsoft Office, Inventory Management, Social Media, Team Building, Strategic Planning, Merchandising, Customer Satisfaction, Customer Service, Retail, Visual Merchandising, Management, Marketing Strategy, Retail Sales, Sales Presentations
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business and Strategic Management
James Madison University 2005 — 2010
Bachelor of Science (B.S.), Financial Economics
Belk August 2013 - Present
Belk August 2012 - August 2013
Clinique October 2004 - August 2012
Wells Fargo Advisors May 2009 - August 2010
Skills
Public Relations, Advertising, Sales, Marketing, Event Planning, Leadership, Microsoft Office, Inventory Management, Social Media, Team Building, Strategic Planning, Merchandising, Customer Satisfaction, Customer Service, Retail, Visual Merchandising, Management, Marketing Strategy, Retail Sales, Sales Presentations
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business and Strategic Management
James Madison University 2005 — 2010
Bachelor of Science (B.S.), Financial Economics
Adam Elgert Adam Elgert's Wells Fargo Advisors Experience April 2006 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2006 - Present
BNY Mellon January 2001 - April 2006
Skills
Portfolio Management, Insurance, Finance, Asset Allocation, Mutual Funds, Estate Planning, 401(k) Rollovers, Retirement, Retirement Planning, Investment Strategies, Risk Management, Wealth-Preservation..., Investments, Financial Advisory, Wealth Management
Education
Iona College 1997 — 2001
Bachelor of Arts (BA), Economics
Rye Neck High School
Wells Fargo Advisors April 2006 - Present
BNY Mellon January 2001 - April 2006
Skills
Portfolio Management, Insurance, Finance, Asset Allocation, Mutual Funds, Estate Planning, 401(k) Rollovers, Retirement, Retirement Planning, Investment Strategies, Risk Management, Wealth-Preservation..., Investments, Financial Advisory, Wealth Management
Education
Iona College 1997 — 2001
Bachelor of Arts (BA), Economics
Rye Neck High School
Colleen Kinsey, PMP Colleen Kinsey, PMP's Wells Fargo Advisors Experience June 2011 - February 2012
Job Integration Architect at Cerner
Industry Hospital & Health Care
Experience
Cerner Corporation December 2014 - Present
Cerner Corporation 2012 - Present
Wells Fargo Advisors June 2011 - February 2012
Polk County Bank August 2007 - June 2011
Triangle Financial Services May 2009 - August 2009
Skills
Process Improvement, Access, Project Management, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Visio, Troubleshooting, Business Analysis, Integration, Training, Management, Research, EHR, Healthcare Information...
Education
Iowa State University 2008 — 2012
Bachelor of Science, Finance, International Business & Management
Cerner Corporation December 2014 - Present
Cerner Corporation 2012 - Present
Wells Fargo Advisors June 2011 - February 2012
Polk County Bank August 2007 - June 2011
Triangle Financial Services May 2009 - August 2009
Skills
Process Improvement, Access, Project Management, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Visio, Troubleshooting, Business Analysis, Integration, Training, Management, Research, EHR, Healthcare Information...
Education
Iowa State University 2008 — 2012
Bachelor of Science, Finance, International Business & Management
Danielle Prince's Wells Fargo Advisors Experience May 2009 - August 2009
Job Retail Merchandiser at Blick Art Materials
Industry Staffing and Recruiting
Experience
Blick Art Materials May 2015 - Present
Blick Art Materials April 2013 - Present
Blick Art Materials June 2013 - May 2015
Aerotek June 2012 - March 2013
Kelley Bstore October 2009 - May 2012
Pluris Management Group, Inc. February 2012 - April 2012
Kohl's Department Stores May 2011 - August 2011
Wells Fargo Advisors May 2009 - August 2009
Skills
Sourcing, Recruiting, Staffing Services, Talent Acquisition, Technical Recruiting, Sales, Project Management, Creative Strategy
Education
Indiana University Bloomington 2008 — 2012
Bachelor's degree, Finance, General
Blick Art Materials May 2015 - Present
Blick Art Materials April 2013 - Present
Blick Art Materials June 2013 - May 2015
Aerotek June 2012 - March 2013
Kelley Bstore October 2009 - May 2012
Pluris Management Group, Inc. February 2012 - April 2012
Kohl's Department Stores May 2011 - August 2011
Wells Fargo Advisors May 2009 - August 2009
Skills
Sourcing, Recruiting, Staffing Services, Talent Acquisition, Technical Recruiting, Sales, Project Management, Creative Strategy
Education
Indiana University Bloomington 2008 — 2012
Bachelor's degree, Finance, General
Diana Dawson Diana Dawson's Wells Fargo Advisors Experience February 2015 - Present
Job Compliance Specialist at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors, LLC March 2009 - June 2014
UBS May 1995 - December 2008
Education
Indiana Wesleyan University 2001 — 2003
Bachelor's Degree, Business Administration
International Business College 1994 — 1995
Associate's Degree, Accounting
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors, LLC March 2009 - June 2014
UBS May 1995 - December 2008
Education
Indiana Wesleyan University 2001 — 2003
Bachelor's Degree, Business Administration
International Business College 1994 — 1995
Associate's Degree, Accounting
Ryan Dona Ryan Dona's Wells Fargo Advisors Experience November 2012 - July 2013
Job VP, Global Middle Office Project Lead Engineer at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Make-A-Wish Foundation 2008 - Present
Private January 2004 - Present
Bank of America January 2014 - June 2015
Bank of America July 2013 - December 2013
Wells Fargo Advisors November 2012 - July 2013
Apex Systems December 2011 - April 2012
Apex Systems November 2010 - December 2011
The Ritz-Carlton Hotel Company LLC October 2009 - October 2010
The Ritz-Carlton Hotel Company LLC September 2008 - October 2009
Skills
Project management, Process Improvement, Staff Management, Customer Service, Risk Assessment, Financial Analysis, Business Analysis, Treasury, Strategic Planning, Wellness Initiatives, Staff Training, Fitness Training, Site Planning, Staff Planning, Microsoft Excel, PowerPoint, MS Project, Visio, Wellness, Coaching, Project Management
Education
Ithaca College 2001 — 2005
B.S., Business Administration/ Management
Bank of America June 2015 - Present
Make-A-Wish Foundation 2008 - Present
Private January 2004 - Present
Bank of America January 2014 - June 2015
Bank of America July 2013 - December 2013
Wells Fargo Advisors November 2012 - July 2013
Apex Systems December 2011 - April 2012
Apex Systems November 2010 - December 2011
The Ritz-Carlton Hotel Company LLC October 2009 - October 2010
The Ritz-Carlton Hotel Company LLC September 2008 - October 2009
Skills
Project management, Process Improvement, Staff Management, Customer Service, Risk Assessment, Financial Analysis, Business Analysis, Treasury, Strategic Planning, Wellness Initiatives, Staff Training, Fitness Training, Site Planning, Staff Planning, Microsoft Excel, PowerPoint, MS Project, Visio, Wellness, Coaching, Project Management
Education
Ithaca College 2001 — 2005
B.S., Business Administration/ Management
Stephanie Pitcher's Wells Fargo Advisors Experience December 2008 - Present
Job Business Process Analyst Fixed Income Trading at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2008 - Present
US Bank September 2008 - December 2008
A.G. Edwards & Sons, Inc. April 2004 - June 2008
Skills
Series 7, Series 24, Series 63, Bonds, Securities, Capital Markets, Investments, Banking
Education
University of Missouri-Saint Louis 2005 — 2008
Masters, Finance
Indiana University Bloomington 2000 — 2004
BS, Business - Marketing
Wells Fargo Advisors December 2008 - Present
US Bank September 2008 - December 2008
A.G. Edwards & Sons, Inc. April 2004 - June 2008
Skills
Series 7, Series 24, Series 63, Bonds, Securities, Capital Markets, Investments, Banking
Education
University of Missouri-Saint Louis 2005 — 2008
Masters, Finance
Indiana University Bloomington 2000 — 2004
BS, Business - Marketing
Josh Berman, CPA's Wells Fargo Advisors Experience October 2010 - September 2013
Job Marcum LLP
Industry Financial Services
Experience
Marcum LLP September 2013 - Present
Wells Fargo Advisors October 2010 - September 2013
Hertz, Herson and Company October 2009 - October 2010
McGladrey October 2005 - June 2009
Skills
Accounting, Due Diligence, Asset Management, CPA, GAAP
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Marcum LLP September 2013 - Present
Wells Fargo Advisors October 2010 - September 2013
Hertz, Herson and Company October 2009 - October 2010
McGladrey October 2005 - June 2009
Skills
Accounting, Due Diligence, Asset Management, CPA, GAAP
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
John W. Farrell V's Wells Fargo Advisors Experience July 2012 - December 2013
Job Financial & Quantitative Analyst at American City Business Journals
Industry Financial Services
Experience
American City Business Journals March 2014 - Present
Wells Fargo Advisors July 2012 - December 2013
Wells Fargo Advisors, LLC June 2011 - July 2012
Wells Fargo August 2010 - June 2011
Wells Fargo Financial May 2010 - August 2010
Skills
Financial Analysis, Series 7, Microsoft Office, Microsoft Excel..., Stata, SAS, Econometrics, Econometric Modeling, Microsoft Excel, Finance
Education
Indiana University of Pennsylvania 2006 — 2010
B.S.
University of North Carolina at Charlotte
Master's degree
American City Business Journals March 2014 - Present
Wells Fargo Advisors July 2012 - December 2013
Wells Fargo Advisors, LLC June 2011 - July 2012
Wells Fargo August 2010 - June 2011
Wells Fargo Financial May 2010 - August 2010
Skills
Financial Analysis, Series 7, Microsoft Office, Microsoft Excel..., Stata, SAS, Econometrics, Econometric Modeling, Microsoft Excel, Finance
Education
Indiana University of Pennsylvania 2006 — 2010
B.S.
University of North Carolina at Charlotte
Master's degree
Michael Truong, CFA's Wells Fargo Advisors Experience April 2012 - June 2014
Job Investor Associate
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Wells Fargo Advisors April 2012 - June 2014
Scottrade June 2009 - April 2012
Scottrade December 2007 - June 2009
Skills
Basic VBA for Excel, Crystal Ball, SPSS, Thompson One, Wealth Management, Financial Modeling, Bloomberg, Equities
Education
University of Florida 2011 — 2013
Masters in Business Administration
Ithaca College 2005 — 2009
Bachelor of BA, Finance & Accounting
J.P. Morgan July 2014 - Present
Wells Fargo Advisors April 2012 - June 2014
Scottrade June 2009 - April 2012
Scottrade December 2007 - June 2009
Skills
Basic VBA for Excel, Crystal Ball, SPSS, Thompson One, Wealth Management, Financial Modeling, Bloomberg, Equities
Education
University of Florida 2011 — 2013
Masters in Business Administration
Ithaca College 2005 — 2009
Bachelor of BA, Finance & Accounting
Craig Blue's Wells Fargo Advisors Experience May 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2011 - Present
Stifel Nicolaus 2010 - 2011
Compass Financial Advisors 2009 - 2010
Citi Smith Barney 1986 - 2008
Skills
Financial Services, Investments, Insurance, Mutual Funds, Securities, Asset Allocation, Retirement Planning, Finance
Education
Indiana University South Bend 1969 — 1972
Wells Fargo Advisors May 2011 - Present
Stifel Nicolaus 2010 - 2011
Compass Financial Advisors 2009 - 2010
Citi Smith Barney 1986 - 2008
Skills
Financial Services, Investments, Insurance, Mutual Funds, Securities, Asset Allocation, Retirement Planning, Finance
Education
Indiana University South Bend 1969 — 1972
Debbie Hines's Wells Fargo Advisors Experience November 2009 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2009 - Present
Citi Personal Wealth Management December 2001 - November 2009
Envestnet Asset Management September 2000 - April 2001
Nuveen Investments September 1998 - June 2000
Skills
Retirement Planning, Investment Planning, Equities, Investments, Asset Allocation, Life Insurance, 401k, Fixed Income, Mutual Funds, Finance, Financial Advisory, Securities, Series 63, Series 7, Financial Services, Portfolio Management, Wealth Management, Financial Analysis, Retirement, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1988 — 1992
BA, Sociology
Wells Fargo Advisors November 2009 - Present
Citi Personal Wealth Management December 2001 - November 2009
Envestnet Asset Management September 2000 - April 2001
Nuveen Investments September 1998 - June 2000
Skills
Retirement Planning, Investment Planning, Equities, Investments, Asset Allocation, Life Insurance, 401k, Fixed Income, Mutual Funds, Finance, Financial Advisory, Securities, Series 63, Series 7, Financial Services, Portfolio Management, Wealth Management, Financial Analysis, Retirement, Alternative Investments, Investment Strategies
Education
Indiana University Bloomington 1988 — 1992
BA, Sociology
Justin Krulik Justin Krulik's Wells Fargo Advisors Experience January 2011 - September 2011
Job Implementation Manager at Optum
Industry Financial Services
Experience
Optum August 2013 - Present
BMO Harris Bank October 2011 - August 2013
Wells Fargo Advisors January 2011 - September 2011
Wells Fargo Advisors November 2009 - January 2011
Wells Fargo Advisors May 2008 - November 2009
Wells Fargo Advisors April 2007 - May 2008
Fantasy Sports Acquisitions, LLC November 2005 - April 2007
Education
Iowa State University 2001 — 2005
Bachelor or Science, Sports Management
Minnetonka High School
Optum August 2013 - Present
BMO Harris Bank October 2011 - August 2013
Wells Fargo Advisors January 2011 - September 2011
Wells Fargo Advisors November 2009 - January 2011
Wells Fargo Advisors May 2008 - November 2009
Wells Fargo Advisors April 2007 - May 2008
Fantasy Sports Acquisitions, LLC November 2005 - April 2007
Education
Iowa State University 2001 — 2005
Bachelor or Science, Sports Management
Minnetonka High School
Andrew Selman's Wells Fargo Advisors Experience July 2009 - January 2011
Job Program Manager / Scrum Master at Suddenlink (Adaptive Solution Group)
Industry Information Technology and Services
Experience
Employer Support of the Guard & Reserve (ESGR) May 2014 - Present
Adaptive Solutions Group April 2014 - Present
Ciber March 2013 - February 2014
Express Scripts January 2011 - October 2012
Wells Fargo Advisors July 2009 - January 2011
KPMG 2008 - July 2009
KPMG, LLP December 2006 - March 2009
GEICO January 2006 - December 2006
Embue, Inc. August 2001 - December 2005
Oracle 2000 - 2002
Skills
Program Management, PMO, Project Management, Agile Methodolgy, SDLC, Program Implementation, Senior Program..., Project Portfolio..., Business Analysis, Integration, Change Management, Cross-functional Team..., Leadership, Management, Risk Management, Business Process..., PMP, Consulting, Team Leadership, Software Project..., Project Planning, Strategic Planning, Vendor Management, Business Process, Governance, IT Strategy, SharePoint, Training, IT Management, Revenue Growth, Cross Functional Team..., Big 4 Accounting &..., Restructuring, Process Improvement, Resource Management, Mergers, Budgets, Business Transformation, Team Building, Business Strategy, Performance Improvement, Finance, Financial Services, Contract Negotiation, Outsourcing, CRM, Agile Methodologies, Analysis
Education
Saint Louis University School of Law 1989 — 1992
J.D.
Indiana University Bloomington 1985 — 1989
B.S.
AIU 2004 — 2005
M.Ed.
Employer Support of the Guard & Reserve (ESGR) May 2014 - Present
Adaptive Solutions Group April 2014 - Present
Ciber March 2013 - February 2014
Express Scripts January 2011 - October 2012
Wells Fargo Advisors July 2009 - January 2011
KPMG 2008 - July 2009
KPMG, LLP December 2006 - March 2009
GEICO January 2006 - December 2006
Embue, Inc. August 2001 - December 2005
Oracle 2000 - 2002
Skills
Program Management, PMO, Project Management, Agile Methodolgy, SDLC, Program Implementation, Senior Program..., Project Portfolio..., Business Analysis, Integration, Change Management, Cross-functional Team..., Leadership, Management, Risk Management, Business Process..., PMP, Consulting, Team Leadership, Software Project..., Project Planning, Strategic Planning, Vendor Management, Business Process, Governance, IT Strategy, SharePoint, Training, IT Management, Revenue Growth, Cross Functional Team..., Big 4 Accounting &..., Restructuring, Process Improvement, Resource Management, Mergers, Budgets, Business Transformation, Team Building, Business Strategy, Performance Improvement, Finance, Financial Services, Contract Negotiation, Outsourcing, CRM, Agile Methodologies, Analysis
Education
Saint Louis University School of Law 1989 — 1992
J.D.
Indiana University Bloomington 1985 — 1989
B.S.
AIU 2004 — 2005
M.Ed.
Emer O'Connor's Wells Fargo Advisors Experience February 2011 - January 2013
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2013 - Present
Wells Fargo Advisors February 2011 - January 2013
Wells Fargo January 2002 - March 2011
Education
Indiana University Bloomington 1986 — 1990
JDHS
University of Illinois at Urbana-Champaign
Wells Fargo 2013 - Present
Wells Fargo Advisors February 2011 - January 2013
Wells Fargo January 2002 - March 2011
Education
Indiana University Bloomington 1986 — 1990
JDHS
University of Illinois at Urbana-Champaign
Craig Witkowski's Wells Fargo Advisors Experience July 2009 - December 2010
Job Systems Quality Assurance Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
BB&T October 2012 - April 2014
Wells Fargo April 2012 - September 2012
Ally Financial Inc. July 2011 - March 2012
Bank of America December 2010 - June 2011
Wells Fargo Advisors July 2009 - December 2010
Wachovia Bank May 2008 - September 2008
Bank of America November 2007 - April 2008
Wachovia Bank, N.A. March 2007 - November 2007
Bank of America October 2005 - February 2007
Skills
Banking, SDLC, User Acceptance Testing, Business Analysis, Requirements Gathering, HP Quality Center, Regression Testing, Derivatives, Financial Risk, Fixed Income, Finance, Credit, Credit Risk, Portfolio Management, Analysis, Capital Markets
Education
Indiana University South Bend 1981 — 1986
B.A., Psychology
Indiana University South Bend
Wells Fargo May 2014 - Present
BB&T October 2012 - April 2014
Wells Fargo April 2012 - September 2012
Ally Financial Inc. July 2011 - March 2012
Bank of America December 2010 - June 2011
Wells Fargo Advisors July 2009 - December 2010
Wachovia Bank May 2008 - September 2008
Bank of America November 2007 - April 2008
Wachovia Bank, N.A. March 2007 - November 2007
Bank of America October 2005 - February 2007
Skills
Banking, SDLC, User Acceptance Testing, Business Analysis, Requirements Gathering, HP Quality Center, Regression Testing, Derivatives, Financial Risk, Fixed Income, Finance, Credit, Credit Risk, Portfolio Management, Analysis, Capital Markets
Education
Indiana University South Bend 1981 — 1986
B.A., Psychology
Indiana University South Bend
E. Brian Miller's Wells Fargo Advisors Experience October 2012 - Present
Job Sr VP Division Information Officer Data Management at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors September 2000 - December 2012
Actoras Partners, Ltd. April 1996 - September 2000
Nutat Technologies April 1993 - March 1996
Bakco Inc September 1990 - February 1993
Skills
Data Warehousing, ETL, Data Integration, Data Warehouse..., Data Migration, Data Modeling, SDLC, Databases, Business Intelligence, Data Management, DB2, Data Governance, Enterprise Architecture, SQL, Data Quality, Business Analysis, Data Marts, Metadata Management, Informatica, Master Data Management, Erwin, Leadership
Education
Chesterton High School
Indiana State University
BS, Mathematics
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors September 2000 - December 2012
Actoras Partners, Ltd. April 1996 - September 2000
Nutat Technologies April 1993 - March 1996
Bakco Inc September 1990 - February 1993
Skills
Data Warehousing, ETL, Data Integration, Data Warehouse..., Data Migration, Data Modeling, SDLC, Databases, Business Intelligence, Data Management, DB2, Data Governance, Enterprise Architecture, SQL, Data Quality, Business Analysis, Data Marts, Metadata Management, Informatica, Master Data Management, Erwin, Leadership
Education
Chesterton High School
Indiana State University
BS, Mathematics
Thomas Birmingham's Wells Fargo Advisors Experience November 2014 - Present
Job Senior System Architect at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors November 2014 - Present
TEKsystems August 2013 - October 2014
IBM April 2012 - August 2013
IBM February 2000 - April 2012
IBM December 1998 - February 2000
IBM December 1988 - December 1998
IBM January 1985 - December 1988
Education
Iowa State University 1967 — 1971
B.S., Computer Science, 3.71
Electronic Computer Programming Institute 1966 — 1966
Diploma, IBM Computer Programming (Assembler and COBOL), First In Class
Boone Junior Collete 1965 — 1966
Incomplete, Mathematics, 2.93
Wells Fargo Advisors November 2014 - Present
TEKsystems August 2013 - October 2014
IBM April 2012 - August 2013
IBM February 2000 - April 2012
IBM December 1998 - February 2000
IBM December 1988 - December 1998
IBM January 1985 - December 1988
Education
Iowa State University 1967 — 1971
B.S., Computer Science, 3.71
Electronic Computer Programming Institute 1966 — 1966
Diploma, IBM Computer Programming (Assembler and COBOL), First In Class
Boone Junior Collete 1965 — 1966
Incomplete, Mathematics, 2.93
James J. Pomfret's Wells Fargo Advisors Experience March 2013 - Present
Job Managing DirectorInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors, LLC November 2006 - March 2013
Morgan Stanley 1991 - November 2006
Smith Barney 1986 - 1991
Merrill Lynch 1983 - 1986
Skills
Fixed Income, 401k, Asset Allocation, Strategic Planning, Investments, Insurance, Mutual Funds, Financial Analysis, Financial Services, Retirement Planning, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1967 — 1971
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors, LLC November 2006 - March 2013
Morgan Stanley 1991 - November 2006
Smith Barney 1986 - 1991
Merrill Lynch 1983 - 1986
Skills
Fixed Income, 401k, Asset Allocation, Strategic Planning, Investments, Insurance, Mutual Funds, Financial Analysis, Financial Services, Retirement Planning, Risk Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 1967 — 1971
Jillian Hoffman, MBA's Wells Fargo Advisors Experience May 2014 - Present
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2014 - Present
Ameriprise Financial May 2010 - May 2014
Riversource Distributors, Inc. April 2008 - May 2010
Transamerica Retirement Management March 2007 - April 2008
Ameriprise Financial Advisors 2005 - 2007
Education
University of Saint Thomas - School of Business 2009 — 2013
MBA, Business
Iowa State University - College of Business 2002 — 2005
BS, Marketing and Management
Iowa State University
Mahtomedi High School
Wells Fargo Advisors May 2014 - Present
Ameriprise Financial May 2010 - May 2014
Riversource Distributors, Inc. April 2008 - May 2010
Transamerica Retirement Management March 2007 - April 2008
Ameriprise Financial Advisors 2005 - 2007
Education
University of Saint Thomas - School of Business 2009 — 2013
MBA, Business
Iowa State University - College of Business 2002 — 2005
BS, Marketing and Management
Iowa State University
Mahtomedi High School
Jeanne Griffith Leslie, MBA, CRPC® Financial Advisor's Wells Fargo Advisors Experience 2008 - Present
Job Griffith Financial Strategies Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2008 - Present
Avon Grove School District August 2003 - August 2008
Immaculata University 1997 - 2001
Junior Year in Munich June 1999 - August 2000
Outback Steakhouse December 1993 - June 1999
Skills
Financial Advisory, Retirement Planning, Investments, Retirement, Finance, Fixed Annuities, Public Speaking, Long-term Care, Life Insurance
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
MBA
Immaculata University 1997 — 2001
BA, History
Ludwig Maximilians Universität München 1999 — 2000
German History
Garnet Valley High School 1994 — 1997
Wells Fargo Advisors 2008 - Present
Avon Grove School District August 2003 - August 2008
Immaculata University 1997 - 2001
Junior Year in Munich June 1999 - August 2000
Outback Steakhouse December 1993 - June 1999
Skills
Financial Advisory, Retirement Planning, Investments, Retirement, Finance, Fixed Annuities, Public Speaking, Long-term Care, Life Insurance
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2007
MBA
Immaculata University 1997 — 2001
BA, History
Ludwig Maximilians Universität München 1999 — 2000
German History
Garnet Valley High School 1994 — 1997
Kala Won's Wells Fargo Advisors Experience 2008 - Present
Job Relationship Manager
Industry Financial Services
Experience
Wells Fargo 2013 - Present
Wells Fargo Advisors 2008 - Present
Wells Fargo 2011 - 2013
Wells Fargo 2008 - 2010
The Weinstein Company 2007 - 2008
ICM Partners 2006 - 2007
Wells Fargo Advisors 2005 - 2006
Wells Fargo 2004 - 2006
Skills
Social Networking, Social Media, Digital Media, Television, Film Production
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles 1999 — 2003
Bachelor's, Economics
Wells Fargo 2013 - Present
Wells Fargo Advisors 2008 - Present
Wells Fargo 2011 - 2013
Wells Fargo 2008 - 2010
The Weinstein Company 2007 - 2008
ICM Partners 2006 - 2007
Wells Fargo Advisors 2005 - 2006
Wells Fargo 2004 - 2006
Skills
Social Networking, Social Media, Digital Media, Television, Film Production
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles 1999 — 2003
Bachelor's, Economics
Pam Brockman's Wells Fargo Advisors Experience July 1996 - Present
Job Business Systems Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 1996 - Present
Education
Iowa State University - College of Business 1987 — 1989
BBA, Management Information Systems
Wells Fargo Advisors July 1996 - Present
Education
Iowa State University - College of Business 1987 — 1989
BBA, Management Information Systems
Blake Mier, CFP®'s Wells Fargo Advisors Experience May 1998 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 1998 - Present
Skills
Asset Allocation, Asset Managment, Banking, Estate Planning, Finance, Financial Analysis, Fixed Annuities, Insurance, Investment Advisory, Investments, Life Insurance, Management, Mutual Funds, Retirement Planning, Series 63, Series 65, Wealth Management
Education
Illinois Wesleyan University 1991 — 1995
Bachelor of Arts (B.A.), Business Administration - Finance Concentration
Wells Fargo Advisors May 1998 - Present
Skills
Asset Allocation, Asset Managment, Banking, Estate Planning, Finance, Financial Analysis, Fixed Annuities, Insurance, Investment Advisory, Investments, Life Insurance, Management, Mutual Funds, Retirement Planning, Series 63, Series 65, Wealth Management
Education
Illinois Wesleyan University 1991 — 1995
Bachelor of Arts (B.A.), Business Administration - Finance Concentration
Kurtis Burcume's Wells Fargo Advisors Experience March 2013 - Present
Job Relationship Banker III at M&T Bank
Industry Banking
Experience
M&T Bank January 2015 - Present
Wells Fargo Advisors March 2013 - Present
Skills
Banking, Series 63, Credit, Loans, Investments, Finance, Financial Services, Financial Analysis, Risk Management, Mortgage Lending, Retail Banking, Series 6, Series 65, Life Insurance, Accounting, Budgets, Portfolio Management, Debt Restructuring, Mutual Funds, Fixed Annuities, Variable Annuities, Indexed Annuities, NMLS Licensed, Certificates of Deposit
Education
Virginia Commonwealth University 2010 — 2012
Bachelor's degree, Accounting
J Sargeant Reynolds Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
M&T Bank January 2015 - Present
Wells Fargo Advisors March 2013 - Present
Skills
Banking, Series 63, Credit, Loans, Investments, Finance, Financial Services, Financial Analysis, Risk Management, Mortgage Lending, Retail Banking, Series 6, Series 65, Life Insurance, Accounting, Budgets, Portfolio Management, Debt Restructuring, Mutual Funds, Fixed Annuities, Variable Annuities, Indexed Annuities, NMLS Licensed, Certificates of Deposit
Education
Virginia Commonwealth University 2010 — 2012
Bachelor's degree, Accounting
J Sargeant Reynolds Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
rene hernandez's Wells Fargo Advisors Experience May 2013 - Present
Job at
Industry Financial Services
Experience
Merrill Lynch January 2015 - Present
Wells Fargo Advisors May 2013 - Present
Deutsche Bank Securities July 2011 - February 2013
merrill lynch August 2008 - October 2010
Fidelity Investments September 2006 - March 2007
Skills
Retirement Planning, Retirement, Series 7, Estate Planning, Wealth Management, Equities, Investments, Asset Allocation, Mutual Funds, Financial Advisory, Banking, Options
Education
Iona College 1991 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2
Merrill Lynch January 2015 - Present
Wells Fargo Advisors May 2013 - Present
Deutsche Bank Securities July 2011 - February 2013
merrill lynch August 2008 - October 2010
Fidelity Investments September 2006 - March 2007
Skills
Retirement Planning, Retirement, Series 7, Estate Planning, Wealth Management, Equities, Investments, Asset Allocation, Mutual Funds, Financial Advisory, Banking, Options
Education
Iona College 1991 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2
Devlyn Lorenzen's Wells Fargo Advisors Experience February 2005 - Present
Job Senior Administrative Assistant at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors February 2005 - Present
Wells Fargo Advisors, LLC September 1998 - Present
Wachovia Securities Financial Network October 2007 - September 2008
Skills
Felting, Art, Customer Service, Microsoft Office, Crochet, Outlook, Access, Microsoft Excel, Microsoft Word, Data Entry, PowerPoint, Highly detail oriented, Recruiting, Building Relationships, Administrative..., Team Building, Budgets, Office Management, Travel Planning, Expense Reports, Invoicing, Event Planning, Temporary Placement, Performance Management, Cultural Diversity, Executive..., Employee Training, Hiring, Office Administration, Travel Arrangements, Human Resources
Education
Iowa State University 1988 — 1992
BFA, Interior Design
Wells Fargo Advisors February 2005 - Present
Wells Fargo Advisors, LLC September 1998 - Present
Wachovia Securities Financial Network October 2007 - September 2008
Skills
Felting, Art, Customer Service, Microsoft Office, Crochet, Outlook, Access, Microsoft Excel, Microsoft Word, Data Entry, PowerPoint, Highly detail oriented, Recruiting, Building Relationships, Administrative..., Team Building, Budgets, Office Management, Travel Planning, Expense Reports, Invoicing, Event Planning, Temporary Placement, Performance Management, Cultural Diversity, Executive..., Employee Training, Hiring, Office Administration, Travel Arrangements, Human Resources
Education
Iowa State University 1988 — 1992
BFA, Interior Design
Jeff Shadron, CPA's Wells Fargo Advisors Experience April 2007 - Present
Job Technology Manager at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors April 2007 - Present
JPMorgan Chase January 2004 - April 2007
Circuit City 1995 - 2004
First North American National Bank / Circuit City Stores, Inc. 1995 - 2001
Bank of America 1990 - 1995
Skills
SDLC, Project Portfolio..., PMP, Visio, Business Analysis, Systems Analysis, Project Management, Process Improvement, Program Management, PMO, Vendor Management, Integration, Software Project..., Enterprise Architecture, Requirements Analysis, IT Strategy, Requirements Gathering, SharePoint, IT Management, Management, Leadership, Microsoft SQL Server, Business Intelligence, Software Development
Education
University of Richmond - Robins School of Business 1979 — 1983
MBA, Business
Indiana University of Pennsylvania 1974 — 1978
B.S., Mathematics / Computer Science
Wells Fargo Advisors April 2007 - Present
JPMorgan Chase January 2004 - April 2007
Circuit City 1995 - 2004
First North American National Bank / Circuit City Stores, Inc. 1995 - 2001
Bank of America 1990 - 1995
Skills
SDLC, Project Portfolio..., PMP, Visio, Business Analysis, Systems Analysis, Project Management, Process Improvement, Program Management, PMO, Vendor Management, Integration, Software Project..., Enterprise Architecture, Requirements Analysis, IT Strategy, Requirements Gathering, SharePoint, IT Management, Management, Leadership, Microsoft SQL Server, Business Intelligence, Software Development
Education
University of Richmond - Robins School of Business 1979 — 1983
MBA, Business
Indiana University of Pennsylvania 1974 — 1978
B.S., Mathematics / Computer Science
Padmavathi D Yata's Wells Fargo Advisors Experience March 2013 - Present
Job Sr. Data Architect at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group December 2013 - Present
Wells Fargo Advisors March 2013 - Present
Associated Bank September 2013 - December 2013
Blue Cross and Blue Shield of Minnesota May 2012 - February 2013
TJX Companies July 2011 - April 2012
Allianzlife October 2010 - June 2011
Carefirst Blue Cross Blue Shield July 2010 - September 2010
ICRISAT 1996 - 2009
Skills
Database Design, Data Warehousing, Informatica, XML, Visio, Access, Leadership, Oracle, Business Intelligence, SDLC, Management, Data Modeling, Requirements Analysis
Education
The University of Findlay 2008 — 2009
MBA, Management
IGNOU
MCA, Computer Applications
Osmania University
MA, English Literature
Pondicherry University
MHRM, Human Resources Management
St. Ann's High School
St. Ann's High School
UnitedHealth Group December 2013 - Present
Wells Fargo Advisors March 2013 - Present
Associated Bank September 2013 - December 2013
Blue Cross and Blue Shield of Minnesota May 2012 - February 2013
TJX Companies July 2011 - April 2012
Allianzlife October 2010 - June 2011
Carefirst Blue Cross Blue Shield July 2010 - September 2010
ICRISAT 1996 - 2009
Skills
Database Design, Data Warehousing, Informatica, XML, Visio, Access, Leadership, Oracle, Business Intelligence, SDLC, Management, Data Modeling, Requirements Analysis
Education
The University of Findlay 2008 — 2009
MBA, Management
IGNOU
MCA, Computer Applications
Osmania University
MA, English Literature
Pondicherry University
MHRM, Human Resources Management
St. Ann's High School
St. Ann's High School
Illia Mahuchy's Wells Fargo Advisors Experience June 2009 - September 2009
Job Financial Analyst at Audax Group
Industry Investment Management
Experience
Audax Group April 2012 - Present
J.P. Morgan July 2010 - Present
Pro Capital, Ltd September 2009 - December 2009
Wells Fargo Advisors June 2009 - September 2009
Skills
iLEVEL Certified...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
Audax Group April 2012 - Present
J.P. Morgan July 2010 - Present
Pro Capital, Ltd September 2009 - December 2009
Wells Fargo Advisors June 2009 - September 2009
Skills
iLEVEL Certified...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
Johnathan Weber's Wells Fargo Advisors Experience December 2013 - Present
Job Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors, LLC June 2004 - Present
Education
Illinois Wesleyan University 1997 — 2001
BA, Public Accounting
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors, LLC June 2004 - Present
Education
Illinois Wesleyan University 1997 — 2001
BA, Public Accounting
Abol Fazl Helmy's Wells Fargo Advisors Experience March 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2012 - Present
Banif January 2007 - September 2009
Skills
Private Equity, Emerging Markets, Investments, Mergers, Capital Markets, Corporate Finance, Structured Finance, Financial Structuring, Valuation, Project Finance, Derivatives, Portfolio Management, Venture Capital, MENA, Financial Modeling, Restructuring
Education
Institute of Chartered Accountants in England and Wales 1970 — 1974
FCA, Accounting / Math
Wells Fargo Advisors March 2012 - Present
Banif January 2007 - September 2009
Skills
Private Equity, Emerging Markets, Investments, Mergers, Capital Markets, Corporate Finance, Structured Finance, Financial Structuring, Valuation, Project Finance, Derivatives, Portfolio Management, Venture Capital, MENA, Financial Modeling, Restructuring
Education
Institute of Chartered Accountants in England and Wales 1970 — 1974
FCA, Accounting / Math
Min. Carol Moseley's Wells Fargo Advisors Experience September 2001 - June 2015
Job Operations Specialist at Wells Fargo Advisors
Industry Photography
Experience
F. T. Reid Photography 2008 - Present
Wells Fargo Advisors September 2001 - June 2015
Skills
Microsoft Word, Microsoft Office, Blogging, Social Networking, Social Media, Social Media Marketing, Photography, Microsoft Excel, Event Planning, Event Management, Public Relations, Nonprofits, Marketing Communications, Marketing, Customer Service, Public Speaking, Leadership, Training, PowerPoint
Education
Interdenominational Theological Center 2010 — 2015
Masters, Divinity/Ministry
University of Phoenix 2007 — 2009
Master of Arts (M.A.), Adult Education and Training
University of Massachusetts Boston 1982 — 1994
Bachelor of Arts (B.A.), Psychology/Sociology
F. T. Reid Photography 2008 - Present
Wells Fargo Advisors September 2001 - June 2015
Skills
Microsoft Word, Microsoft Office, Blogging, Social Networking, Social Media, Social Media Marketing, Photography, Microsoft Excel, Event Planning, Event Management, Public Relations, Nonprofits, Marketing Communications, Marketing, Customer Service, Public Speaking, Leadership, Training, PowerPoint
Education
Interdenominational Theological Center 2010 — 2015
Masters, Divinity/Ministry
University of Phoenix 2007 — 2009
Master of Arts (M.A.), Adult Education and Training
University of Massachusetts Boston 1982 — 1994
Bachelor of Arts (B.A.), Psychology/Sociology
Yoni Marom's Wells Fargo Advisors Experience February 2012 - November 2013
Job Financial Advisor at Citi
Industry Financial Services
Experience
Citi October 2013 - Present
Wells Fargo Advisors February 2012 - November 2013
Wells Fargo Bank July 2009 - February 2012
Wachovia Bank July 2009 - January 2011
UBS Private Wealth Management June 2008 - August 2008
Skills
Wealth Management, Retirement Planning, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Investment Management, Financial Advisory, Insurance, Fixed Annuities, Securities, Life Insurance, Strategic Financial..., High Net Worth..., Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance, 3.7 GPA
Tel Aviv University 2008 — 2009
Finance and Economics
Citi October 2013 - Present
Wells Fargo Advisors February 2012 - November 2013
Wells Fargo Bank July 2009 - February 2012
Wachovia Bank July 2009 - January 2011
UBS Private Wealth Management June 2008 - August 2008
Skills
Wealth Management, Retirement Planning, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Investment Management, Financial Advisory, Insurance, Fixed Annuities, Securities, Life Insurance, Strategic Financial..., High Net Worth..., Finance
Education
Indiana University - Kelley School of Business
Bachelor of Science, Business; Finance, 3.7 GPA
Tel Aviv University 2008 — 2009
Finance and Economics
bradley rozema's Wells Fargo Advisors Experience February 2009 - Present
Job managing partner rozema group
Industry Accounting
Experience
Wells Fargo Advisors February 2009 - Present
rozema group 2014 - 2014
indianapolis September 1979 - February 2009
Skills
Tax, Income Tax, Financial Analysis, Financial Statements, Money Management
Education
University of Pennsylvania - The Wharton School 2002 — 2004
continuing ed., Business/Managerial Economics
Indiana State University 1974 — 1979
Bachelor of Business Administration (BBA), Economics
Wells Fargo Advisors February 2009 - Present
rozema group 2014 - 2014
indianapolis September 1979 - February 2009
Skills
Tax, Income Tax, Financial Analysis, Financial Statements, Money Management
Education
University of Pennsylvania - The Wharton School 2002 — 2004
continuing ed., Business/Managerial Economics
Indiana State University 1974 — 1979
Bachelor of Business Administration (BBA), Economics
Christopher Marzec's Wells Fargo Advisors Experience March 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Smith Barney September 1999 - March 2009
Merrill Lynch June 1990 - September 1999
Education
Indiana University Bloomington 1986 — 1990
BA, Economics, History
Wells Fargo Advisors March 2009 - Present
Smith Barney September 1999 - March 2009
Merrill Lynch June 1990 - September 1999
Education
Indiana University Bloomington 1986 — 1990
BA, Economics, History
Fred Recchio, CFP's Wells Fargo Advisors Experience June 2014 - Present
Job Vice President Wealth Insurance Specialist at Wells Fargo Advisors
Industry Insurance
Experience
Wells Fargo Advisors June 2014 - Present
Crump Life Insurance Services January 2011 - Present
Highland Capital Brokerage August 1995 - January 2011
Merrill Lynch 1990 - 1995
Skills
Fixed Annuities, Retirement Planning, Series 7, Wealth Management, Insurance, Series 63, Life Insurance, Disability Insurance, Retirement, Series 6, Strategic Financial..., Long-term Care, Long Term Care Insurance, 401k, Estate Planning, Financial Planning
Education
University of South Carolina-Columbia 1971 — 1972
Masters, Education
Ithaca College 1967 — 1971
Bachlor of Science, Education
Wells Fargo Advisors June 2014 - Present
Crump Life Insurance Services January 2011 - Present
Highland Capital Brokerage August 1995 - January 2011
Merrill Lynch 1990 - 1995
Skills
Fixed Annuities, Retirement Planning, Series 7, Wealth Management, Insurance, Series 63, Life Insurance, Disability Insurance, Retirement, Series 6, Strategic Financial..., Long-term Care, Long Term Care Insurance, 401k, Estate Planning, Financial Planning
Education
University of South Carolina-Columbia 1971 — 1972
Masters, Education
Ithaca College 1967 — 1971
Bachlor of Science, Education
Daniel Inman's Wells Fargo Advisors Experience April 2014 - Present
Job Securities Operations specialist
Industry Banking
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo May 2012 - April 2014
Wells Fargo April 2009 - May 2012
Skills
Banking, Outlook, Municipal Bonds, Bloomberg Terminal, Government Bonds, Fixed Income, Commercial Paper, fixed income trading, Back Office, Securities
Education
J Sargeant Reynolds Community College 2008 — 2010
Business Administration and Management, General
J Sargeant Reynolds Community College
Wells Fargo Advisors April 2014 - Present
Wells Fargo May 2012 - April 2014
Wells Fargo April 2009 - May 2012
Skills
Banking, Outlook, Municipal Bonds, Bloomberg Terminal, Government Bonds, Fixed Income, Commercial Paper, fixed income trading, Back Office, Securities
Education
J Sargeant Reynolds Community College 2008 — 2010
Business Administration and Management, General
J Sargeant Reynolds Community College
Greg Capretto's Wells Fargo Advisors Experience July 2013 - Present
Job Private Banker, AVP at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
PNC August 2012 - August 2013
PNC June 2011 - August 2012
Quintiles March 2007 - August 2010
CV Therapeutics June 2005 - March 2007
Scios June 2001 - March 2004
sanofi-aventis October 1995 - June 2001
Skills
Credit, Strategic Financial..., Portfolio Management, Relationship Management, Financial Analysis, Investments, Financial Services, Loans, Banking, Risk Management, Financial Modeling, Financial Advisory, Insurance, Forecasting, Training, Salesforce Training, SPIN Sales Training, Curriculum Development, Business Development, Product Launch
Education
Indiana University of Pennsylvania
BA, Marketing/economics
Wells Fargo Advisors July 2013 - Present
PNC August 2012 - August 2013
PNC June 2011 - August 2012
Quintiles March 2007 - August 2010
CV Therapeutics June 2005 - March 2007
Scios June 2001 - March 2004
sanofi-aventis October 1995 - June 2001
Skills
Credit, Strategic Financial..., Portfolio Management, Relationship Management, Financial Analysis, Investments, Financial Services, Loans, Banking, Risk Management, Financial Modeling, Financial Advisory, Insurance, Forecasting, Training, Salesforce Training, SPIN Sales Training, Curriculum Development, Business Development, Product Launch
Education
Indiana University of Pennsylvania
BA, Marketing/economics
Carlos Marron's Wells Fargo Advisors Experience April 2001 - November 2005
Job Trade Commissioner at Promexico
Industry Government Relations
Experience
Promexico February 2008 - Present
Wells Fargo Advisors April 2001 - November 2005
GBM INternational September 1991 - December 2000
Education
ITAM 1990 — 1991
Post Graduate studies, International Finance
Instituto Tecnológico Autónomo de México / ITAM 1978 — 1983
Bachelor of Science (B.S.), Economics
Promexico February 2008 - Present
Wells Fargo Advisors April 2001 - November 2005
GBM INternational September 1991 - December 2000
Education
ITAM 1990 — 1991
Post Graduate studies, International Finance
Instituto Tecnológico Autónomo de México / ITAM 1978 — 1983
Bachelor of Science (B.S.), Economics
Erika Kelly's Wells Fargo Advisors Experience May 2005 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2005 - Present
Skills
Investments, Wealth Management, Customer Service, Finance, Asset Allocation, Financial Analysis, Management, Mutual Funds, Securities, Series 66, Series 7, Insurance
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Arts (B.A.)
Wells Fargo Advisors May 2005 - Present
Skills
Investments, Wealth Management, Customer Service, Finance, Asset Allocation, Financial Analysis, Management, Mutual Funds, Securities, Series 66, Series 7, Insurance
Education
Indiana University Bloomington 2000 — 2004
Bachelor of Arts (B.A.)
Josh Foshay's Wells Fargo Advisors Experience September 2008 - December 2009
Job Desktop Support Jr. Analyst at Estes Express Lines
Industry Information Technology and Services
Experience
Estes Express Lines April 2011 - Present
CompuCom February 2011 - April 2011
Wells Fargo Advisors September 2008 - December 2009
Wachovia, A Wells Fargo Company February 2004 - May 2006
Skills
Printers, HP, Lotus Notes, Windows Server, Troubleshooting, Citrix, Network Security, Networking, Testing, TCP/IP, Cisco Technologies, Windows, VPN, Windows 7, Switches, Software Documentation, Hardware, Active Directory, Software Installation, Routers, Help Desk Support, A Certified
Education
J Sargeant Reynolds Community College 2006 — 2011
Associates, Microcomputer Applications: Networking
J Sergeant Reynolds Community College
Estes Express Lines April 2011 - Present
CompuCom February 2011 - April 2011
Wells Fargo Advisors September 2008 - December 2009
Wachovia, A Wells Fargo Company February 2004 - May 2006
Skills
Printers, HP, Lotus Notes, Windows Server, Troubleshooting, Citrix, Network Security, Networking, Testing, TCP/IP, Cisco Technologies, Windows, VPN, Windows 7, Switches, Software Documentation, Hardware, Active Directory, Software Installation, Routers, Help Desk Support, A Certified
Education
J Sargeant Reynolds Community College 2006 — 2011
Associates, Microcomputer Applications: Networking
J Sergeant Reynolds Community College
Ginny Trexler, CPA's Wells Fargo Advisors Experience January 2011 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Wine and Spirits
Experience
Wells Fargo Advisors January 2011 - Present
Beam Global Spirits & Wine December 2009 - January 2011
KPMG 2007 - 2009
Emerson Electric Co. June 2006 - August 2006
Education
Indiana University Bloomington 2003 — 2007
Bachelors, Accounting and Finance
Wells Fargo Advisors January 2011 - Present
Beam Global Spirits & Wine December 2009 - January 2011
KPMG 2007 - 2009
Emerson Electric Co. June 2006 - August 2006
Education
Indiana University Bloomington 2003 — 2007
Bachelors, Accounting and Finance
Cheryl Saucedo's Wells Fargo Advisors Experience June 2012 - October 2012
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors June 2012 - October 2012
Liger Capital Advisors, Inc January 2011 - January 2012
Wells Fargo Advisors – Wachovia Securities January 2000 - January 2011
Wachovia, A Wells Fargo Company March 1983 - October 2009
Merrill Lynch January 1999 - January 2000
Prudential Securities January 1984 - January 1999
Skills
Series 7, Excel, Word, Compliance, Securities, Insurance, Customer Relations, Risk Management, Customer Service, Executive Management, Outlook, Microsoft Office, Problem Solving, Notary Public, Risk, Financial Management, Annuities, Supervisory Skills, Operations Management, Hiring, Coaching, Series 9, Series 10, series 63, Life and Health Ins., Fixed Annuities, Recruiting
Education
Indiana University—Purdue University Fort Wayne 1978 — 1980
Business
Wells Fargo Advisors June 2012 - October 2012
Liger Capital Advisors, Inc January 2011 - January 2012
Wells Fargo Advisors – Wachovia Securities January 2000 - January 2011
Wachovia, A Wells Fargo Company March 1983 - October 2009
Merrill Lynch January 1999 - January 2000
Prudential Securities January 1984 - January 1999
Skills
Series 7, Excel, Word, Compliance, Securities, Insurance, Customer Relations, Risk Management, Customer Service, Executive Management, Outlook, Microsoft Office, Problem Solving, Notary Public, Risk, Financial Management, Annuities, Supervisory Skills, Operations Management, Hiring, Coaching, Series 9, Series 10, series 63, Life and Health Ins., Fixed Annuities, Recruiting
Education
Indiana University—Purdue University Fort Wayne 1978 — 1980
Business
Kendra Balderach's Wells Fargo Advisors Experience 2010 - 2012
Job Local Sales Manager at Charter Media
Industry Marketing and Advertising
Experience
Charter Media November 2012 - Present
Wells Fargo Advisors 2010 - 2012
Pfizer 1996 - 2008
Skills
Social Media Marketing, Sales Operations, Market Planning, Advertising, Account Management, Marketing, Selling, Cold Calling, Sales Presentations, Advertising Sales, Sales Process, Direct Sales, Marketing Communications, Email Marketing, Online Advertising, Digital Marketing, Media Planning, Lead Generation, Leadership, Direct Marketing, B2B, Salesforce.com, Market Research, Integrated Marketing
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Science (BS), Biology, General
Traverse City Senior High
Charter Media November 2012 - Present
Wells Fargo Advisors 2010 - 2012
Pfizer 1996 - 2008
Skills
Social Media Marketing, Sales Operations, Market Planning, Advertising, Account Management, Marketing, Selling, Cold Calling, Sales Presentations, Advertising Sales, Sales Process, Direct Sales, Marketing Communications, Email Marketing, Online Advertising, Digital Marketing, Media Planning, Lead Generation, Leadership, Direct Marketing, B2B, Salesforce.com, Market Research, Integrated Marketing
Education
Indiana University Bloomington 1992 — 1996
Bachelor of Science (BS), Biology, General
Traverse City Senior High
Jeffrey Wessel's Wells Fargo Advisors Experience May 2013 - Present
Job Marketing Consultant at Wells Fargo Advisors, LLC
Industry Marketing and Advertising
Experience
Wells Fargo Advisors May 2013 - Present
Northwestern Mutual May 2012 - March 2013
Monsanto April 2011 - March 2012
Wessel's Enterprises Incorporated May 2001 - March 2011
Keller Convention Center July 2004 - December 2008
ARC Community Services June 2005 - July 2008
Illinois Wesleyan University September 2007 - February 2008
Teutopolis Unit 50 School District June 2005 - July 2006
Skills
Customer Service, Customer Satisfaction, Microsoft Excel, Management, Marketing, Microsoft Office, Customer Relations, Bartending, Research, Project Planning, Sales, Public Speaking, Clerical Skills, Microsoft Word, PowerPoint, Social Media, Financial Analysis, Social Networking, Leadership, Event Planning, SoapUI, Excel
Education
Illinois Wesleyan University 2006 — 2010
Bachelor's degree, Biology, General
Teutopolis High School 2002 — 2006
Wells Fargo Advisors May 2013 - Present
Northwestern Mutual May 2012 - March 2013
Monsanto April 2011 - March 2012
Wessel's Enterprises Incorporated May 2001 - March 2011
Keller Convention Center July 2004 - December 2008
ARC Community Services June 2005 - July 2008
Illinois Wesleyan University September 2007 - February 2008
Teutopolis Unit 50 School District June 2005 - July 2006
Skills
Customer Service, Customer Satisfaction, Microsoft Excel, Management, Marketing, Microsoft Office, Customer Relations, Bartending, Research, Project Planning, Sales, Public Speaking, Clerical Skills, Microsoft Word, PowerPoint, Social Media, Financial Analysis, Social Networking, Leadership, Event Planning, SoapUI, Excel
Education
Illinois Wesleyan University 2006 — 2010
Bachelor's degree, Biology, General
Teutopolis High School 2002 — 2006
Brent Curvey's Wells Fargo Advisors Experience July 2011 - September 2011
Job Prefund Analyst
Industry Financial Services
Experience
Wells Fargo Advisors July 2011 - September 2011
Iowa Barnstormers May 2009 - July 2011
Wells Fargo Home Mortgage September 2010 - April 2011
Wells Fargo September 2010 - March 2011
Wells Fargo July 2010 - September 2010
Intelligent Surveillance January 2010 - July 2010
American Bureau of Shipping August 2008 - April 2009
Academy Placement Center for Juveniles February 2007 - May 2008
Education
Iowa State University
Bachelor of Science, Sociology and Criminal Justice
Iowa State University
BS, Sociology
Wells Fargo Advisors July 2011 - September 2011
Iowa Barnstormers May 2009 - July 2011
Wells Fargo Home Mortgage September 2010 - April 2011
Wells Fargo September 2010 - March 2011
Wells Fargo July 2010 - September 2010
Intelligent Surveillance January 2010 - July 2010
American Bureau of Shipping August 2008 - April 2009
Academy Placement Center for Juveniles February 2007 - May 2008
Education
Iowa State University
Bachelor of Science, Sociology and Criminal Justice
Iowa State University
BS, Sociology
G Bucky Whitlock's Wells Fargo Advisors Experience November 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors November 2009 - Present
Wells Fargo 2009 - Present
East Margaret Development LLC June 2005 - November 2010
GolfMasters March 1987 - November 2009
Skills
Financial Planning, Retirement Plans
Education
Indiana State University 1981 — 1983
Business Administration/Political Science
Wells Fargo Advisors November 2009 - Present
Wells Fargo 2009 - Present
East Margaret Development LLC June 2005 - November 2010
GolfMasters March 1987 - November 2009
Skills
Financial Planning, Retirement Plans
Education
Indiana State University 1981 — 1983
Business Administration/Political Science
Scott Denewellis's Wells Fargo Advisors Experience February 1997 - Present
Job IT Manager at Wachovia, A Wells Fargo Company
Industry Banking
Experience
Wells Fargo Advisors February 1997 - Present
Rodman & Renshaw May 1992 - February 1997
Drexel Burnham Lambert May 1985 - May 1992
Education
Illinois State University 1984 — 1985
Bachelor's degree, Computer Science
Joliet Junior College 1982 — 1983
Associate of Science (A.S.), Computer Science
Wells Fargo Advisors February 1997 - Present
Rodman & Renshaw May 1992 - February 1997
Drexel Burnham Lambert May 1985 - May 1992
Education
Illinois State University 1984 — 1985
Bachelor's degree, Computer Science
Joliet Junior College 1982 — 1983
Associate of Science (A.S.), Computer Science
Andrea Chiu's Wells Fargo Advisors Experience April 2015 - Present
Job Operational Risk Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Wells Fargo July 2014 - April 2015
Ivey Business School August 2013 - August 2013
TD Bank Group May 2012 - August 2012
University of Western Ontario September 2011 - May 2012
TD Bank Group May 2011 - August 2011
TD Bank Group May 2010 - August 2010
Skills
Financial Analysis, Critical Thinking, Teamwork, Risk Management, Oral & Written..., Well-organized, Public Speaking, Data Analysis, Communication, Microsoft Office, PowerPoint
Education
UNSW Australia 2013 — 2013
Business Administration, Management
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Bachelor of Arts (B.A.), Honors Business Administration (HBA)
The University of Western Ontario 2009 — 2011
BHSc, Honors Specialization in Health Sciences
St. Clement's School 2005 — 2009
Wells Fargo Advisors April 2015 - Present
Wells Fargo July 2014 - April 2015
Ivey Business School August 2013 - August 2013
TD Bank Group May 2012 - August 2012
University of Western Ontario September 2011 - May 2012
TD Bank Group May 2011 - August 2011
TD Bank Group May 2010 - August 2010
Skills
Financial Analysis, Critical Thinking, Teamwork, Risk Management, Oral & Written..., Well-organized, Public Speaking, Data Analysis, Communication, Microsoft Office, PowerPoint
Education
UNSW Australia 2013 — 2013
Business Administration, Management
The University of Western Ontario - Richard Ivey School of Business 2011 — 2013
Bachelor of Arts (B.A.), Honors Business Administration (HBA)
The University of Western Ontario 2009 — 2011
BHSc, Honors Specialization in Health Sciences
St. Clement's School 2005 — 2009
Stephen Berenson, CPA's Wells Fargo Advisors Experience June 2008 - August 2010
Job Senior Accountant at Cooper's Hawk Winery and Restaurants
Industry Accounting
Experience
Cooper's Hawk Winery and Restaurants September 2014 - Present
McGladrey October 2012 - August 2014
McGladrey LLP November 2010 - October 2012
Wells Fargo Advisors June 2008 - August 2010
Skills
Financial Analysis, Assurance, Financial Accounting, Auditing, Tax
Education
Illinois Wesleyan University 2006 — 2010
Bachelors, Accounting
Cooper's Hawk Winery and Restaurants September 2014 - Present
McGladrey October 2012 - August 2014
McGladrey LLP November 2010 - October 2012
Wells Fargo Advisors June 2008 - August 2010
Skills
Financial Analysis, Assurance, Financial Accounting, Auditing, Tax
Education
Illinois Wesleyan University 2006 — 2010
Bachelors, Accounting
Shawn Hapanowicz's Wells Fargo Advisors Experience March 2009 - March 2011
Job Private Banker at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. April 2011 - Present
Wells Fargo Advisors March 2009 - March 2011
Wells Fargo Advisors November 2007 - February 2009
UBS May 2003 - October 2007
UPS Capital February 2002 - February 2003
UPS Capital October 2000 - February 2002
The Boston Company Asset Management, LLC 1994 - 2000
Education
Loyola University Maryland
Master's degree, Finance, General
Ithaca College 1986 — 1990
Bachelor's degree, International Business
Morgan Stanley Private Bank, N.A. April 2011 - Present
Wells Fargo Advisors March 2009 - March 2011
Wells Fargo Advisors November 2007 - February 2009
UBS May 2003 - October 2007
UPS Capital February 2002 - February 2003
UPS Capital October 2000 - February 2002
The Boston Company Asset Management, LLC 1994 - 2000
Education
Loyola University Maryland
Master's degree, Finance, General
Ithaca College 1986 — 1990
Bachelor's degree, International Business
David Tatum's Wells Fargo Advisors Experience October 2006 - March 2008
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Centene Corporation 2011 - Present
Bose Corporation October 2003 - Present
Sisters of Mercy August 2010 - October 2010
IntraISP March 2008 - April 2009
Wells Fargo Advisors October 2006 - March 2008
Westplex Information Network June 2005 - October 2006
Scottrade January 2004 - January 2005
Education
Lindenwood University 2009 — 2011
Master of Science (M.S.), Health/Health Care Administration/Management
ITT Technical Institute-Earth City 2006 — 2007
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Ranken Technical College 2001 — 2003
Associate of Technology, Computer Systems Networking and Telecommunications
Centene Corporation 2011 - Present
Bose Corporation October 2003 - Present
Sisters of Mercy August 2010 - October 2010
IntraISP March 2008 - April 2009
Wells Fargo Advisors October 2006 - March 2008
Westplex Information Network June 2005 - October 2006
Scottrade January 2004 - January 2005
Education
Lindenwood University 2009 — 2011
Master of Science (M.S.), Health/Health Care Administration/Management
ITT Technical Institute-Earth City 2006 — 2007
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
Ranken Technical College 2001 — 2003
Associate of Technology, Computer Systems Networking and Telecommunications
Karen Cartia's Wells Fargo Advisors Experience 2011 - 2012
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Solutions Consultants 2011 - 2012
Wells Fargo Advisors 2011 - 2012
MasterCard October 1996 - April 2010
Education
Indiana University of Pennsylvania
Masters Degree, Business/MIS
Indiana University of Pennsylvania
Bachelors Degree, Business Education
Solutions Consultants 2011 - 2012
Wells Fargo Advisors 2011 - 2012
MasterCard October 1996 - April 2010
Education
Indiana University of Pennsylvania
Masters Degree, Business/MIS
Indiana University of Pennsylvania
Bachelors Degree, Business Education
Elvis Sehic's Wells Fargo Advisors Experience July 2011 - September 2011
Job Account Manager at J.B. Hunt Transport, Inc.
Industry Logistics and Supply Chain
Experience
J.B. Hunt Transport, Inc. July 2015 - Present
J.B. Hunt Transport, Inc. November 2013 - July 2015
J.B. Hunt Transport, Inc. June 2013 - November 2013
Wells Fargo Advisors July 2011 - September 2011
United Way of Monroe County January 2011 - April 2011
Key Benefit Administrators June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Logistics, Management, Leadership
Education
Indiana University Bloomington 2007 — 2012
BA, Germanic Studies/Management
J.B. Hunt Transport, Inc. July 2015 - Present
J.B. Hunt Transport, Inc. November 2013 - July 2015
J.B. Hunt Transport, Inc. June 2013 - November 2013
Wells Fargo Advisors July 2011 - September 2011
United Way of Monroe County January 2011 - April 2011
Key Benefit Administrators June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Logistics, Management, Leadership
Education
Indiana University Bloomington 2007 — 2012
BA, Germanic Studies/Management
Erika Kramer's Wells Fargo Advisors Experience January 2011 - March 2013
Job
Industry Financial Services
Experience
Bank of America November 2013 - August 2015
Wells Fargo Advisors January 2011 - March 2013
Merrill Lynch/BanK of America Investments January 2010 - January 2011
Finance January 2009 - January 2010
Metlife Resources January 2008 - January 2009
Aon Hewitt January 2006 - January 2008
TIAA-CREF January 2006 - March 2006
BB&T Investment Services January 2005 - January 2006
Ruesch International January 2002 - January 2004
Man Financial January 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Indiana University Bloomington 1988 — 1992
Bachelor's degree, English Language and Literature/Letters
Rollins College 1987 — 1988
Indiana University
Bachelor of Arts, Liberal Arts
Bank of America November 2013 - August 2015
Wells Fargo Advisors January 2011 - March 2013
Merrill Lynch/BanK of America Investments January 2010 - January 2011
Finance January 2009 - January 2010
Metlife Resources January 2008 - January 2009
Aon Hewitt January 2006 - January 2008
TIAA-CREF January 2006 - March 2006
BB&T Investment Services January 2005 - January 2006
Ruesch International January 2002 - January 2004
Man Financial January 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Indiana University Bloomington 1988 — 1992
Bachelor's degree, English Language and Literature/Letters
Rollins College 1987 — 1988
Indiana University
Bachelor of Arts, Liberal Arts
Gordon Bryan's Wells Fargo Advisors Experience May 2009 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Skills
Investment Services,..., Investments, Public Speaking, Wealth Management, Portfolio Management, Leadership, Series 7, Financial Analysis, Marketing, Asset Management, Strategic Financial..., Equities, Budgets, Mutual Funds
Education
Indiana State University 1979 — 1983
Bachelor's degree, Business/Managerial Economics
Wells Fargo Advisors May 2009 - Present
Skills
Investment Services,..., Investments, Public Speaking, Wealth Management, Portfolio Management, Leadership, Series 7, Financial Analysis, Marketing, Asset Management, Strategic Financial..., Equities, Budgets, Mutual Funds
Education
Indiana State University 1979 — 1983
Bachelor's degree, Business/Managerial Economics
Richard Spink's Wells Fargo Advisors Experience 2012 - Present
Job Chief Financial Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2012 - Present
Wells Fargo Advisors 2002 - 2012
Wells Fargo Advisors 1995 - 2002
Skills
Finance, Corporate Finance, Accounting, Team Management, Leadership, Report Writing, Work Hardening, Risk Management, Forecasting, Strategy, Financial Reporting, Management, Strategic Financial...
Education
The London School of Economics and Political Science (LSE) 1982 — 1985
Accounting and Finance, Accounting and Finance, 1st Class
Institute of Chartered Accountants in England and Wales
Wells Fargo Advisors 2012 - Present
Wells Fargo Advisors 2002 - 2012
Wells Fargo Advisors 1995 - 2002
Skills
Finance, Corporate Finance, Accounting, Team Management, Leadership, Report Writing, Work Hardening, Risk Management, Forecasting, Strategy, Financial Reporting, Management, Strategic Financial...
Education
The London School of Economics and Political Science (LSE) 1982 — 1985
Accounting and Finance, Accounting and Finance, 1st Class
Institute of Chartered Accountants in England and Wales
Corey Harley's Wells Fargo Advisors Experience January 2015 - Present
Job Licensed Retirement Professional
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo November 2011 - May 2014
Verizon Wireless August 2005 - November 2011
Skills
Microsoft Office, Sales, Leadership, Training, PowerPoint, Research, Microsoft Word, Management, Financial Services, Banking, Relationship Management, Financial Analysis, Coaching, Team Building
Education
Indiana Institute of Technology
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo Advisors January 2015 - Present
Wells Fargo November 2011 - May 2014
Verizon Wireless August 2005 - November 2011
Skills
Microsoft Office, Sales, Leadership, Training, PowerPoint, Research, Microsoft Word, Management, Financial Services, Banking, Relationship Management, Financial Analysis, Coaching, Team Building
Education
Indiana Institute of Technology
Bachelor of Business Administration (B.B.A.), Business Administration and Management, 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