Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
KTH Leesburg Products LLC April 2013 - Present
Super Bee March 2008 - April 2013
Wells Fargo Advisors May 2011 - August 2011
Skills
Microsoft Office, Customer Service, Pharmaceutical Industry, Microsoft Excel, Microsoft Word, Healthcare, PowerPoint, Leadership, Management, Sales, Financial Analysis, Accounting, Budgeting
Education
Jacksonville State University 2008 — 2012
Bachelors in Finance, Finance, General
Jacksonville State University
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors January 2011 - June 2013
Wells Fargo Advisors September 2006 - January 2011
Capital One August 1995 - August 2006
Capital One August 1995 - August 2006
Skills
Strategy, Strategic Planning, Risk Management, Portfolio Management, Management, Leadership, Investments, Financial Services, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Analytics
Education
Stanford University Graduate School of Business 2004 — 2005
MSM
James Madison University - College of Business 1990 — 1994
BBA, Finance, Econ Minor
Father Joe's Villages December 2014 - Present
Walmart September 2012 - November 2014
Walmart November 2012 - August 2013
Alpha Kappa Psi Professional Business Fraternity April 2010 - May 2012
Upsilon Kappa Delta Multicultural Sorority December 2008 - May 2012
Aztec Shops Ltd. August 2008 - May 2011
Wells Fargo Advisors November 2009 - May 2010
Skills
Social Media, Social Media Marketing, Time Management, Teamwork, PowerPoint, Social Networking, Customer Service, Microsoft Word, Merchandising, Leadership, Word, Excel, Microsoft Office, Creative Problem Solving, Employee Training, Cash Management, Customer Relations, Scheduling, Project Planning, News Writing, Public Speaking, Management, Training, Microsoft Excel
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (B.S.), Marketing
KEDGE Business School 2011 — 2011
Bachelor of Science (B.S.), International Marketing
McQueen Consulting July 2015 - Present
AltaMed Health Services February 2014 - July 2015
Kaiser Permanente Regional Office February 2013 - January 2014
University of Southern California August 2011 - May 2012
Wells Fargo Advisors March 2010 - December 2010
Be The Match operated by National Marrow Donor Program/A3M April 2008 - May 2009
UCLA SM Medical Center Care Extender Program October 2003 - June 2007
UCLA October 2004 - October 2005
Skills
Microsoft Excel, Language Skills, Access, Data Analysis, Community Outreach, MS Project, Healthcare, Health Education, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Epidemiology, Public Health, Non-profits, Microsoft Visio, SAS, Stata, Program Evaluation, Leadership, Photoshop, Grant Writing, Lightroom, Nonprofits, Social Media, Project Management, Clinical Research, Hospitals, Management
Education
Keck School of Medicine of the University of Southern California 2011 — 2012
MPH, Biostatistics and Epidemiology
UCLA 2003 — 2007
B.A, Japanese/Health Sciences
Benjamin F. Edwards & Co. June 2010 - Present
Wells Fargo Advisors October 2008 - June 2010
A.G. Edwards April 2007 - October 2008
Pfizer October 1998 - March 2007
Skills
Strategic Financial..., Finance, Retirement Planning, Investments, Long-term Care, Wealth Management, Portfolio Management, Personal Financial..., Estate Planning, 401k, Wealth Management..., Alternative Investments, Insurance, Mutual Funds, Investment Strategies, Public Speaking, Investment Advisory, Financial Advisory, IRAs, Life Insurance, Certified Financial..., Retirement, Asset Management, Fixed Annuities, Asset Managment, Asset Allocation, 401k Rollovers, Securities, FINRA, Financial Planners, Financial Services, Bonds, Separately Managed..., Long Term Care, Financial Planning, Annuities, Team Leadership
Education
Kaplan University-Davenport Campus 2011 — 2012
Certificate, Financial Planning Education Program
Northern State University 1992 — 1997
Bachelor of Science (B.S.), Biology, Chemistry, Athletic Training
NetEffects July 2015 - Present
Express Scripts March 2014 - July 2015
MasterCard March 2012 - February 2014
Wells Fargo Advisors November 2010 - February 2012
WellPoint May 2010 - November 2010
Thomson Reuters November 2009 - April 2010
Wells Fargo August 2009 - November 2009
Wells Fargo August 2008 - June 2009
Skills
Business Analysis, Vendor Management, SharePoint, Risk Management, Process Improvement, Project Management, Business Process..., Software Documentation, Project Coordination, PMP, Requirements Gathering, Visio, Requirements Analysis, Resource Management, SDLC, Leadership, Management, Training, Program Management, Team Building, Microsoft Excel, Analysis, Team Leadership, Integration, Customer Service, PMO, Data Analysis
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
Graduate Cert in PM, Project Management
Webster University 2004 — 2007
Master of Arts, Human Resource Management & Human Resource Training & Development
Baker Boyer Investor Services September 2013 - Present
Baker Boyer Bank December 2009 - September 2013
Wells Fargo June 2007 - October 2009
Wells Fargo Advisors June 2007 - October 2009
Skills
Investments, Portfolio Management, Asset Allocation, 401k, IRAs, Employee Benefits, Personal Financial..., Education Funding, Retirement Planning, Estate Planning, Life Insurance, Disability Insurance, Buy-sell Agreements, Financial Planning, Finance, Financial Services
Education
San Diego State University-California State University 2002 — 2006
Bachelor of Science (B.S.) Finance, Financial Services
Kaplan University
Kaplan University
The Townsend Group September 2012 - Present
Wells Fargo Advisors May 2011 - September 2012
Skills
FINRA Series 7 & 66..., Financial Modeling, Financial Analysis, Valuation, Asset Management, Series 7, Series 63, Bloomberg, Corporate Finance, Microsoft Excel, Due Diligence, Accounting, Finance, PowerPoint, Private Equity, Microsoft Office, Financial Reporting, Microsoft Word, Economics, Access, Market Research, Alternative Investments, Investments, Portfolio Management, Securities, Wealth Management
Education
John Carroll University 2007 — 2011
Bachelor of Science in Business Administration, Finance
CFA Institute
Chosen Healthcare September 2014 - Present
Pacific Dental Services March 2014 - September 2014
American Equity Mortgage February 2013 - March 2014
Wells Fargo Advisors 2012 - 2013
Skills
Customer Service, Leadership, Strategic Planning, Employee Benefits, Customer Satisfaction, Team Building
Education
Lindenwood UniversitySt
MBA, Accounting
Kaplan University
Bachelor's degree, Accounting
Saint Louis UniversitySt
BA, Criminal Justice with Forensic Science Certificate; Sociology, Forensic Science
Wells Fargo Advisors October 2001 - Present
GE Capital July 2000 - October 2001
Skills
Credit, Credit Risk, Credit Analysis, Financial Risk, Operational Risk, Margin, Options, Financial Products
Education
James Madison University - College of Business 1996 — 2000
Bachelor's of Business Administration, Economics
Self-employed May 2013 - Present
Wells Fargo Advisors August 1992 - May 2013
Skills
Financial Services, Investments, Banking, Relationship Management, Credit, Bookkeeping
Education
Kansas State University
Bachelor's degree, Home Economics with Business Minor
Documax, LLC January 2006 - Present
2005-2006 December 2003 - July 2006
DR Horton 2003 - 2006
Popular Insurance Agency Inc September 2001 - December 2003
Wells Fargo Advisors January 1999 - January 2002
Morgan Stanley Smith Barney January 1996 - January 1999
Skills
New Business Development, Sales, Finance, Account Management, Management, Marketing Strategy, Investments, Strategic Planning, Program Management, Team Building
Education
Jacksonville University 1990 — 1995
Bachelor of Science, Business (Focus Marketing)
Wichita State University 1990 — 1991
Liberal Arts
Our Lady of Pilar High School 1985 — 1990
High School
Wells Fargo Advisors April 2008 - Present
A.G. Edwards & Sons, Inc. October 2004 - April 2008
A.G. Edwards & Sons, Inc. August 2003 - October 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Finance, Marketing
Education
Southern Illinois University, Edwardsville 1999 — 2002
Bachelor's, Management Information Systems, General
Kaskaskia College 1997 — 1999
Associate of Arts (AA), General Studies
Carlyle High School 1993 — 1997
Apex Systems June 2013 - Present
Apex Systems November 2012 - June 2013
Apex Systems May 2011 - November 2012
Touch Ov Soul Restaurant April 2009 - April 2011
Wells Fargo Advisors May 1998 - April 2009
Skills
Customer Service, Customer Satisfaction, Customer Engagement, Customer Support, Employee Benefits, Team Building, Team Management, Mentoring, Youth Mentoring, Hands-on Training, Problem Solving, Temporary Placement, Management, Human Resources, Hiring, Employee Training, Call Centers, Leadership, PeopleSoft, Customer Retention
Education
J Sargeant Reynolds Community College 1996 — 1998
Associate's degree, Business Administration and Management, General
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
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors July 2012 - November 2014
J.P. Morgan March 2009 - April 2011
Edward Jones July 2008 - March 2009
Skills
Retirement Planning, Mutual Funds, Series 7, Financial Services, Portfolio Management, Investments, Wealth Management, Securities, Fixed Income, Series 63, Equities, Asset Allocation, Banking, Data Analysis, Business Analysis
Education
University of Phoenix-Phoenix-Hohokam Campus 2001 — 2003
Master of Business Administration (MBA), International Business, A
Kansas State University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Wells Fargo Advisors January 2014 - Present
United States Marine Corps May 2000 - Present
Wells Fargo Advisors April 2013 - March 2014
U.S. Department of Justice, Criminal Division July 2010 - March 2013
Education
Saint Louis University School of Law 2000 — 2003
Juris Doctor (J.D.)
The Basic School 2003 — 2004
John Cook School of Business at Saint Louis University 1997 — 1999
Bachelor’s Degree, Economics
Boeing May 2015 - Present
Wells Fargo Advisors November 2013 - February 2015
UBS Wealth Management February 2013 - June 2013
Pitney Bowes October 2010 - June 2012
Greater Vision United November 2008 - December 2009
People Source, Inc November 2007 - October 2008
Aon Hewitt October 2006 - November 2007
Aon Hewitt October 2005 - May 2006
IBM GLOBAL SERVICES 2003-2005 January 2003 - February 2005
IBM Global Services July 1999 - February 2005
Skills
Salesforce.com, SharePoint, Logistics, MS Project, MS Office Suite, Outlook, Lotus Notes, Excel, PowerPoint, PeopleSoft, People Skills, Crystal Reports, Report Writing, Critical Thinking, Strategic Planning, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Initiation, Change Management, Siebel, Tivoli, Analytics, Outstanding Customer..., Professional..., Microsoft Excel, Visio, Project Management
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
Master's degree, Project Management
Shaw University 1995 — 1999
BS, Computer Science
Financial Industry Regulatory Authority May 2013 - Present
Wells Fargo Advisors October 2006 - May 2013
WACHOVIA BANK February 2004 - October 2006
First Washington State Bank 1998 - February 2004
Skills
customer relations, Microsoft Word, Excel, PowerPoint, Lotus Notes, various Internet..., Compliance..., CTRS, Suspicious Activity..., OFAC, Anti Money Laundering, Report Writing, Job Scheduling, Credit Analysis, Auditing, Finance, Compliance, Account Management, Collections, Teller Operations, Training, Interviewing Skills, KYC, Analysis Reports, Underwriting, Organization, Motivated self-starter, Superior Work Ethic, Customer Service, Financial Analysis, Financial Services, Management, Microsoft Excel, Mutual Funds, Securities
Education
Kean University 2000 — 2002
Bachelor of Arts, Criminal Justice
Ocean County College 1996 — 2000
Associate's degree, Criminal Justice
Wells Fargo Advisors November 2012 - Present
Ameriprise Financial Services, Inc. February 2010 - November 2012
Ameriprise Financial Services, Inc. June 2009 - November 2012
Ameriprise Financial Services, Inc. May 2005 - November 2012
Ameriprise Financial Services, Inc. February 2008 - June 2009
Skills
Retirement Planning, Investments, Insurance, Finance, Education Funding, Equities
Education
Kaplan University 2010 — 2011
CFP, Financial Planning Education Program
Loyola Marymount University, College of Business Administration 2001 — 2005
Universidad de Salamanca 2003 — 2003
AIFS Study Abroad Program
LPL Financial June 2015 - Present
LPL Finanical August 2013 - February 2015
Wells Fargo Advisors December 2012 - April 2013
Wells Fargo Insurance Services 2002 - 2012
Food Lion December 1999 - July 2002
Skills
Microsoft Excel, Microsoft Word, Troubleshooting, Data Entry, 10 Key, Lotus Notes, G2, Microsoft Exchange, PowerPoint, Fast Learner, UPS Shipping, Rumba, Workflow, Training
Education
Johnson C. Smith University - JCSU 1998 — 1999
Russell Investments August 2014 - Present
Wells Fargo Advisors March 2013 - July 2014
Edward Jones August 2010 - March 2013
Skills
Sales, Investments, Financial Advisory, Portfolio Management, Financial Services, Customer Service, Investment Advisory, Consumer Lending, Small Business Lending, Estate Planning, Strategic Financial..., Banking, Mutual Funds, Finance, Financial Planning, Fixed Annuities, Retirement Planning, Series 7
Education
James Madison University 2006 — 2010
Bachelor of Science (B.S.), Health Science
Capital One January 2014 - Present
Capital One May 2012 - Present
Wells Fargo Advisors October 2010 - April 2012
Vio Inc January 2007 - October 2010
Markel Corporation April 2010 - September 2010
Wells Fargo Advisors April 2007 - April 2010
Capital One April 2005 - March 2007
Motorola January 1997 - March 2005
Skills
Business Analysis, Integration, Business Intelligence, Agile Methodologies, Cross-functional Team..., SOA, ITIL, Leadership, Banking, Mergers & Acquisitions, UML, Product Development, Systems Analysis, Six Sigma, Investments, Insurance, SDLC, Wireless, Software Project..., Requirements Analysis, Requirements Gathering
Education
University of Illinois at Chicago 1995 — 1997
Masters, Computer Science
Kakatiya University 1990 — 1994
Bachelors, Electronics and Instrumentation
Wells Fargo Advisors January 2013 - Present
The Home Depot August 2005 - January 2013
Skills
Microsoft Office, HTML, Microsoft Excel, PowerPoint, Westlaw, Lexis, Multilingual, Credit Cards, Commercial Lines, Lines Of Credit, Mortgage Lending, Management, Team Management, Team Building
Education
Kaplan University-Davenport Campus 2010 — 2013
Bachelors of Science, Legal Studies, General
Bloomberg BNA January 2015 - Present
Kohl's May 2014 - July 2014
Zipcar September 2013 - December 2013
ADP May 2013 - August 2013
Wells Fargo Advisors April 2012 - September 2012
Sparkling Pool Services, Inc. March 2012 - September 2012
Beth Chaim Pre-School May 2007 - September 2011
Skills
Microsoft Office, eBay, PowerPoint, Teamwork, Leadership, Event Planning, Time Management, Visual Basic, Public Speaking, Customer Service, Social Media, Sports, ADP Payroll, Writing, Internet, Newsletters, Organization, Research, Tutoring, Microsoft Word
Education
James Madison University 2011 — 2015
Bachelor of Business Administration (BBA), Marketing(Major) Human Resource Development (Minor), Sales & European Business (Concentration)
Hightstown High School 2007 — 2011
High School Diploma, Top 10% of class, 4.2 GPA
Wells Fargo Advisors LLC September 2002 - Present
Wells Fargo Advisors December 2012 - November 2013
Skills
Investments, Retirement, Retirement Planning
Education
The University of Akron 1997 — 2002
Marketing Management
Kaplan University 2008 — 2008
CFP® Curriculum
Copley
Wells Fargo Advisors June 2015 - Present
Ally Financial Inc. August 2012 - May 2015
Microsoft October 2011 - July 2012
CA Technologies February 2007 - July 2010
Polaris Financial Technology Limited August 2005 - February 2007
Skills
Testing, SDLC, Test Planning, Manual Testing, System Testing, Quality Center, QTP, Microsoft SQL Server, Quality Assurance, User Acceptance Testing, Test Automation, Regression Testing, Test Cases, Integration, Databases, HP Quality Center, Team Leadership, HP QTP, SAN, NAS, Performance Testing, QC 9.2, Team Building, Project Team Management, Hyper-V, Microsoft Cluster, Software Documentation, Sterling Commerce, Order Management, Retail Banking, Mobile Applications, ALM
Education
Jawaharlal Nehru Technological University 2001 — 2005
Bachelor's degree, Computer Science
MEMC Electronic Materials June 2013 - Present
Wells Fargo Advisors December 2012 - June 2013
Essence Healthcare August 2012 - November 2012
Murphy Company April 2011 - June 2012
Murphy Company November 2009 - June 2012
Murphy Company September 2004 - June 2012
Murphy Company August 1999 - June 2012
Skills
Systems Analysis, Software Development, Software Project..., Instructor-led Training, Software Documentation, Project Estimation, Troubleshooting, MS Project, Microsoft SQL Server
Education
Central Missouri State University
Industrial Arts Education
Kansas State University
Architecture and Art
Quilogy
Information Technology
St. Louis Community College
Engineering and Computer Science
UMSL Univerisity of Missouri St Louis
Computer Science
Wells Fargo Advisors November 2012 - Present
Wells Fargo Bank December 2011 - November 2012
Wells Fargo August 2007 - December 2011
Skills
Networking, Retirement Planning, Personal Financial...
Education
Kansas State University 1998 — 2002
Bachelor of Science (B.S.), Agricultural Economics
US Trust October 2007 - Present
Bank of America October 2005 - October 2007
Wells Fargo Advisors June 2004 - October 2005
Education
Virginia Commonwealth University 2005 — 2008
Master of Science, Finance
James Madison University 2000 — 2004
Bachelor of Science, Quantitative Finance, Economics, Mathematics
Morgan Stanley Wealth Management July 2015 - Present
Morgan Stanley Wealth Management September 2011 - Present
Morgan Stanley Wealth Management July 2013 - Present
Wells Fargo Advisors June 2005 - September 2011
Skills
Retirement Planning, Investment Management, Financial Goals, Risk Management, Executive Pay, Wealth Management, Asset Allocation, Strategic Financial..., Long-term Care, Life Insurance, College Education..., Portfolio Management, Managed Money, Financial Services, Financial Modeling, Wealth Management..., Financial Advisory, Long Term Care Insurance, Securities, Asset Management, 401k, Fixed Income, Investment Banking, Series 7, Investments, High Net Worth..., Finance, Insurance, Equities, Alternative Investments, Estate Planning, Wealth Accumulation, Valuation, Investment Advisory, Series 63, Mutual Funds, Financial Planning
Education
Kaplan University
Financial Planning Education Curriculum
University of Southern California
Bachelor of Science w/ Recognition, Entrepreneurship
Wells Fargo November 2009 - August 2010
VALIC January 2008 - November 2009
H.D. Vest Financial Services (subsidiary of Wells Fargo) August 2006 - May 2007
Wells Fargo Advisors January 2005 - March 2006
Venturi Staffing Partners 2003 - 2004
Skills
Retirement Planning, Retirement Income..., Series 66, Wealth Preservation..., Series 7, Series 63, Life & Health Insurance..., Accredited Asset..., 529 Plans, Portfolio Management, Finance, Retirement, Wealth, Asset Management, Banking, Financial Analysis
Education
Keller Graduate School of Management of DeVry University 2011 — 2012
MBA, Accounting & Personal Finance
The University of Alabama 1995 — 2003
BS, Business Management
Wells Fargo Advisors October 2011 - Present
Wells Fargo Advisors April 2009 - October 2011
Clearview Correspondent Services, LLC May 2008 - April 2009
Wachovia Securities July 2006 - May 2008
American Custom Contractors August 2005 - April 2006
Skills
Management, Risk Management, Portfolio Management, Securities, Auditing, Investments, Banking, Financial Analysis, Business Analysis, Financial Services, Process Improvement, Financial Risk, Project Management, Finance, Series 7
Education
James Madison University 2000 — 2005
BBA, Management
Morgan Stanley December 2013 - Present
SunTrust Bank July 2013 - November 2013
Wells Fargo Advisors November 2011 - July 2013
Skills
Investments, Banking, Securities, Mutual Funds, Wealth Management, Microsoft Excel, Finance, Customer Service, PowerPoint, Series 7, Financial Analysis, Uniform Combined State...
Education
VCU 2011 — 2013
Bachelor of Applied Science (BASc), Finance
John Tyler Community College 2009 — 2011
Associate's degree, Business Administration and Management, General, 3.9 GPA
JPMorgan Chase Bank N.A. June 2013 - Present
JP Morgan Securities LLC July 2010 - June 2013
Kingdom Chamber of Commerce 2008 - 2011
Wells Fargo Advisors August 2008 - July 2010
Verizon May 2001 - August 2008
Education
Kaplan University 2010 — 2011
Bachelor of Science (B.Sc.), CFP Candidate
College of Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor, Retirement Planning
Kean University 1997 — 2000
B.Sc., Graphic Communications Management, Business Administration
Kingston College 1978 — 1983
UBS Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors April 2000 - February 2012
Merrill Lynch June 1997 - April 2000
River north 1995 - 1998
River north 1995 - 1998
Education
Northwestern University 2007 — 2009
CFP, Certified Finacial Planner Certification
Keller Graduate School of Management of DeVry University 2001 — 2004
MBA, Finance
University of Illinois at Chicago 1993 — 1997
B.A., Economics
Wells Fargo Advisors June 2014 - Present
Wells Fargo Home Mortgage June 2009 - June 2014
Gateway Funding March 2007 - July 2007
Chicago Title Insurance Company October 2005 - March 2007
Skills
Mortgage Lending, Wholesale Lending, Real Estate, Title Insurance, Management, Loss Mitigation, Community Outreach, Community Support, Community Banking, Community Education, Microsoft Excel, Adobe Acrobat, Microsoft Publisher, Outlook, PowerPoint
Education
University of Phoenix 2002 — 2004
Master of Business Administration (M.B.A.), Global Management
Kansas State University 1993 — 1997
Bachelor of Science (B.S.), Monetary Policy
New York Life Insurance Company December 2014 - Present
Wells Fargo Advisors December 2013 - December 2014
Wells Fargo August 2012 - September 2013
LPL Financial December 2007 - December 2010
LPL Financial December 2004 - December 2007
Bank of America December 1996 - December 1998
Skills
Insurance, Customer Service, Process Improvement, Program Management, Change Management, Microsoft Excel, Training, Strategic Planning, SharePoint, Team Building, Life Insurance, Licensed Life Insurance..., Customer Satisfaction, Whole Life Insurance, Permanent Life Insurance, Term Life Insurance
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
Certification, Project Management
Johnson C. Smith University - JCSU 1995 — 1996
BA, Sociology
St. Augustine's College 1990 — 1993
BA, Sociology
Hickory High School
Hickory High School
Wells Fargo Advisors September 2003 - Present
A.G. Edwards & Sons, Inc. January 2001 - August 2003
Firstar Bank April 1998 - December 2000
Skills
Vendor Management, Relationship Management, Risk Management, Project Management, Business Analysis, Financial Services, SDLC, Project Portfolio..., Process Improvement, Banking
Education
University of Illinois at Urbana-Champaign 1972 — 1974
Bachelor of Science (BS), Computer Science
Kaskaskia College 1970 — 1972
Associate of Science (AS), Engineering
Ameriprise Financial Services, Inc. October 2011 - Present
Wells Fargo Advisors June 2008 - October 2011
Wells Fargo March 2004 - June 2008
Education
The Evergreen State College 1999 — 2001
Bachelor's degree
Tacoma Community College 1992 — 1995
Associate's degree
Kaplan University
Certified Financial Planner Course, Financial Planning and Services
Maclendon Wealth Management October 2011 - Present
Wells Fargo Advisors October 2008 - September 2011
Merrill Lynch January 2007 - October 2008
McDonald Investments November 2005 - January 2007
Merrill Lynch May 1999 - October 2005
Skills
Project Management, Maintaining Strong..., Risk Assessment, Portfolio Management, Account Management, Investment Strategies, Compliance, Wealth Management, Recruiting, RIA
Education
John Carroll University 2009 — 2011
MBA, Marketing
Pace University - Lubin School of Business 2000 — 2004
BBA, Business Economics & International Marketing
UBS Wealth Management February 2012 - Present
Wells Fargo Advisors April 2000 - February 2012
Merrill Lynch 1998 - 2000
Morgan Stanley 1996 - 1998
Education
Northwestern University School of Continuing Studies 2007 — 2009
Finance
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration, Finance
University of Illinois at Urbana-Champaign - College of Business 1993 — 1996
Bachelor of Science in Finance, Finance, Accounting and Economics
Benjamin F. Edwards & Co. May 2012 - Present
Wells Fargo Advisors March 2005 - May 2012
Cargill Meat Solutions March 1997 - March 2005
US Army January 1987 - October 1989
Skills
Staff Development, Finance, Business Development, Strategic Planning, Business Strategy, Process Improvement, Portfolio Management, Six Sigma, Project Management, Cross-functional Team..., Financial Analysis, Asset Managment, Strategic Financial..., Change Management
Education
Kansas State University 1990 — 1995
BS, IE
Wells Fargo Advisors July 2012 - Present
Regions Bank 2000 - 2012
Skills
Retirement Planning,, Retirement Plan..., 401(k) Rollovers, Investment Planning, Strategic Financial..., Wealth Management, Financial Services, Mutual Funds, Financial Risk, Loan Origination, Cash Management, Retirement Planning, Retirement
Education
Southern Illinois University, Edwardsville 1976 — 1980
Bachelors, Accounting/Business
Kaskaskia College 1972 — 1974
Associates, Business
J.P. Morgan June 2015 - Present
Wells Fargo Advisors October 2010 - June 2013
VALIC May 2007 - September 2010
Education
NYU Stern School of Business 2013 — 2015
MBA
James Madison University 2002 — 2006
BBA
Wells Fargo Advisors March 2010 - Present
Serpentine Web Solutions August 2009 - December 2009
Education
Kaskaskia College
Associate, Applied Science, Network Administration
Country Donuts August 2007 - Present
Wells Fargo Advisors October 2004 - August 2007
Skills
Food Service Management, Food Safety, Food Industry
Education
Freehold Boro Vocational Program 2000 — 2002
Safe food serves,VICA/DECA President, Culinary Arts
Johnson and Wales University
Deloitte September 2012 - Present
Wells Fargo Advisors May 2009 - August 2009
Citi Smith Barney May 2005 - August 2008
Skills
Bloomberg, Microsoft Excel, Microsoft Word, SAS, Data Analysis, Bloomberg Terminal, Equities, Financial Modeling, Finance, Access, Investment Management, Portfolio Management, Financial Analysis, Valuation, Project Management, PowerPoint, Visual Basic, Mutual Funds, Economics, Competitive Analysis, Financial Risk, Investments, Derivatives, Analysis
Education
James Madison University 2008 — 2012
B.S, Quantitative Finance; Financial Economics
First Clearing , Affiliate of Wells Fargo September 2012 - Present
Wells Fargo Advisors 2009 - Present
Wachovia Securities April 2004 - Present
Circuit City September 2001 - April 2004
Education
University of Richmond 2005 — 2008
MBA, Finance
James Madison University 1995 — 1999
BS, Visual Communications
Bond University 1997 — 1997
Semester Abroad, Marketing, Communications & Advertising
Virginia Premier Health Plan, Inc. September 2014 - Present
Virginia Premier Health Plan, Inc. August 2012 - August 2014
Wells Fargo Advisors 2011 - 2012
Wachovia Securities September 2007 - March 2009
Virginia Blood Services February 2004 - September 2007
Capital One Financial October 2000 - January 2003
Capital One Financial September 1998 - October 2000
Capital One Financial August 1996 - September 1998
Accelerated Bureau of Collections February 1995 - July 1996
Education
James Madison University
Bachelor of Science, Political Science
The Dickens Store December 2014 - January 2015
Pingora Asset Management LLC through TG Staffing October 2014 - December 2014
Wells Fargo Advisors August 2003 - October 2012
A.G. Edwards & SonsDenver 1998 - 2003
AMLI at Sherwood, AMLI Residential 1997 - 1998
The Robb Company 1994 - 1997
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Appointment Scheduling, Travel Management, Series 7, Series 63, Series 65, Management, Office Management, Outlook, Strategic Planning, Event Management, Public Speaking
Education
Kansas State University
Bank of America September 2010 - Present
Wells Fargo Advisors July 2009 - September 2010
Bank of America September 2008 - September 2010
Wachovia Securities, Charlotte NC October 2006 - August 2008
Bank of America, Charlotte NC August 2000 - October 2003
Skills
Requirements Analysis, Strategy, Management, Software Documentation, Analysis, Leadership, Project Planning, Testing, Team Leadership, E-commerce, Business Development, Project Delivery, Training, Operations Management, User Acceptance Testing
Education
Johnson C. Smith University - JCSU
Bachelor of Science, Business Administration
CCM Group LLC June 2015 - Present
McGladrey October 2013 - June 2015
Wells Fargo Advisors July 2012 - August 2012
MedeAnalytics July 2011 - August 2011
Gastroenterology Associates of Fredericksburg June 2010 - August 2010
Skills
Microsoft Office, Accounting, Analysis, Financial Accounting, Microsoft Excel, Financial Reporting, Databases, QuickBooks, Microsoft Word, PowerPoint, Financial Analysis, Access, Customer Service
Education
James Madison University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bank of America May 2015 - Present
Wells Fargo Advisors October 2014 - March 2015
Citizens Bank March 2014 - October 2014
Skills
Sales, Customer Service, Management, Economics, Marketing, Account Management, Computer Proficiency, Finance, Financial Analysis, Credit, Portfolio Management, Banking, Loans, Financial Services, Relationship Management
Education
Keene State College 2009 — 2013
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors October 2012 - Present
Waddell & Reed May 2011 - October 2012
SCM Advisors LLC November 1996 - August 2009
Schonfeld Securities January 1996 - July 1996
CMJ Partners, LLC. September 1994 - January 1996
Skills
Equities, Trading, Equity Trading, Finance, Hedge Funds, Financial Services, Options, Management, Insurance, Project Planning
Education
Johnson and Wales University
Bachelor of Science
Johnson and Wales University
AOS, Culinary Arts
Higher Logic March 2015 - Present
Higher Logic February 2014 - March 2015
eNVied Apparel, LLC. March 2013 - February 2014
Center For Entrepreneurship August 2013 - December 2013
James Madison Innovations (JMI) August 2013 - December 2013
TSC Services May 2013 - August 2013
The Fields Sports Complex & MAPS Soccer May 2012 - August 2012
CollegeOutlet.net March 2010 - March 2012
JMU Athletics Marketing & Promotions September 2011 - January 2012
Wells Fargo Advisors April 2010 - January 2011
Skills
Social Media, Marketing, Customer Service, Sales, Entrepreneurship, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access, Outlook, Teaching, Research, Public Speaking, Sports, Project Management, Visual Basic, Advertising, Communication, Team Management, Windows, Photoshop, Time Management, Public Relations, Data Analysis, Social Networking, Teamwork, Facebook, Social Media Marketing, Event Management, HTML, Event Planning, Management, Team Leadership, Leadership, Visio, Networking, Recruiting, Strategic Sourcing, Persuasion, Start-ups, Product Innovation, Lean Thinking, Brand Development, Product Development, Team Building, Strategic Planning, Program Management
Education
James Madison University - College of Business 2009 — 2013
BBA, Management (Technology, Innovation and Entrepreneurship), CIS (Minor)
Universiteit Antwerpen - Belgium 2012 — 2012
Concentration in European Business, International Business
The Lawrenceville School 2005 — 2009
High School Diploma
Wells Fargo Advisors 1974 - Present
Education
Jacksonville University
Marketing, Economics and Finance
AAA 2014 - Present
FedEx Office October 2014 - January 2015
Mosaic Sales Solutions January 2013 - March 2014
CROSSMARK January 2011 - October 2012
Wells Fargo Advisors March 2006 - December 2010
Skills
Applicant Tracking..., Onboarding, Recruiting, Talent Acquisition, Employee Relations, Sourcing, Talent Management, Temporary Placement, Performance Management, Cold Calling, Leadership, Time Management, Management, Interviews, Hiring, Customer Service, Sales, Team Building
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Marketing
South Carolina State University
Bachelor of Science (B.S.), Counselor Education/School Counseling and Guidance Services
Dawson James Securities July 2015 - Present
Wells Fargo Advisors July 2014 - July 2015
Skills
Strategy, Government, Market Research, Executive Management, Management
Education
John Carroll University 2004 — 2008
Bachelor of Science (BS), Economics
Critical Technologies August 2014 - December 2014
Chesapeake Energy May 2014 - July 2014
Wells Fargo Advisors June 2013 - July 2013
Nordstrom June 2013 - July 2013
Natasha's Mulberry & Mott French Bakery May 2012 - January 2013
University of Oklahoma August 2012 - December 2012
Abercrombie & Fitch April 2011 - August 2011
Nanny for Denise McCarthy June 2010 - August 2010
Nanny for Denise McCarthy June 2009 - August 2009
Skills
Proficient in Microsoft..., Proficient in Mac OS X, Organized Multi-tasker, Reliability, Trustworthy, Respectful, Assertiveness, Close Attention to..., People Skills, Number Crunching, Data Entry, Operational Efficiency, Customer Service, Leadership, Microsoft Office, Analysis, Research, People-oriented, Learning Quickly, Filing, Interpersonal..., Merchandising, Social Skills, Critical Thinking, Time Management, Access, Sales, Highly detail oriented, PowerPoint, Organization, Budgets, Windows, Dependable Team Player, Teamwork, Accounting, Strategic Insights, Microsoft Excel, Public Speaking
Education
University of Oklahoma 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Entrepreneurship, 3.95
Oklahoma State University-Oklahoma City 2013 — 2013
Sophomore
Johnson County Community College 2011 — 2012
Wells Fargo Advisors Director - Investment Management & Fiduciary Services
Wells Fargo Advisors, LLC October 1997 - June 2010
A.G. Edwards & Sons, Inc. October 1997 - 2008
Skills
Retirement Planning, Wealth Management, Financial Advisory, Retirement Plan..., Retirement, Series 7, Employee Benefits, Finance, Financial Services, 401k, Asset Management, Trust Services, Investment Advisory, Endowments, Foundations, Financial Reporting, Individual Pension Plans, Defined Benefit, Defined Contribution, Wealth Management..., Qualified Retirement..., Outsourcing, IT Solutions, IT Development, Legal Documents, Legal Compliance, Risk Management, Risk Assessment, External Audit, Intercompany Accounts, Intercompany..., Securities Lending, Employee Management, Procedure Manuals, Procedure Development, Procedure Review, Procedure Creation, Fiduciary, Fiduciary Services, Fiduciary Management, Benefit Plan..., Product Development, Product Management, Product Launch, Product Design, Investments, Mutual Funds, Asset Allocation, Investment Management, Voluntary Employee...
Education
Saint Louis University 1975 — 1979
BS BA, Accounting
John Cook School of Business at Saint Louis University
BS Accounting, Accounting
Anheuser-Busch Employees' Credit Union June 2013 - Present
Wells Fargo Advisors July 2008 - March 2013
Ultimate Electronics November 2005 - April 2008
Skills
Banking, Microsoft Excel, Training, Microsoft Office, Management, Call Centers, Credit Union, Financial Services, PowerPoint, Microsoft Word, Consumer Lending, Photoshop, CPD, Roth IRA, Simple IRA, Traditional IRA, Qualified Retirement..., Corporate Actions, Service Plus, Sales, Team Building, Coaching
Education
Lindenwood University 2012 — 2015
Bachelor’s Degree, Business Administration
Jefferson College
Associate’s Degree
Wells Fargo Advisors August 2008 - Present
Buffalo Wild Wings December 2013 - August 2014
Hyatt Place January 2003 - August 2011
Morgan Stanley August 2006 - January 2008
Skills
Financial Services, Risk Management, Finance, Relationship Management, Trading, High Net Worth..., Cash Management
Education
Johnson and Wales University 2003 — 2006
Bachelor's degree, Finance and Financial Management Services
Wells Fargo Advisors November 2014 - Present
Edward Jones August 2012 - November 2014
Walmart September 2011 - September 2012
Bank of America Merchant Services June 2010 - September 2011
PepsiCo 2009 - 2010
Skills
Banking, Credit, Fixed Income, Credit Risk, Capital Markets, Commercial Banking, Portfolio Management, Retail Banking, Derivatives, Investment Banking, Equities, Finance, Sales, Investments, Financial Services, Relationship Management, Securities, Mutual Funds, Asset Management, Series 7, Retirement Planning, Bonds, Financial Advisory, Retail, Leadership
Education
J. Sargant Reynolds
Business Administration and Management, General
Kaplan University
Series 7 License
Kaplan University
Series 66
Wells Fargo Advisors October 1983 - Present
Education
Juniata College 1977 — 1981
Bachelor's Degree in Administrative Sciences
Altria August 2015 - Present
Wells Fargo Advisors November 2005 - Present
Financial Institutions November 2005 - March 2015
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Office, Teamwork, Public Speaking, Microsoft Word, Event Planning, Community Outreach, PowerPoint, Management, Loans, Administrative..., Leadership, Outlook, Credit, Access, Sales, Data Entry, Administrative..., Team Building
Education
Liberty University 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Special Education and Teaching
J Sargeant Reynolds Community College 1991 — 1994
Associate of Arts and Sciences (A.A.S.), Administration of Justice
V4 Development, LLC. October 2014 - Present
Monument Consulting March 2014 - September 2014
Health Diagnostic Laboratory, Inc. October 2012 - February 2014
Wells Fargo Advisors March 2011 - September 2012
Configuration Management Inc. / Capital One December 2008 - March 2011
Wachovia June 2002 - August 2002
Skills
Project Portfolio..., Business Operations..., IT Management, Financial Analysis, Technical Analysis, Schedule Planning, Master Scheduling, Project Coordination, Project Planning, Project Finance, Project Engineering, Project Implementation, Project Execution, Project Delivery, Project Management, Operations Management, Team Building, Testing, Analysis, Requirements Gathering, Schedules, SharePoint, SQL Server Management..., Grails, Access, SDLC, MS Project, Microsoft Project, Business Analysis
Education
James Madison University 2004 — 2009
Bachelor of Business Administration (BBA), Computer/Information Technology Administration and Management
Joyces Office Professionals, LLC July 2012 - Present
West Corporation August 2011 - July 2012
Wells Fargo Advisors 1999 - 2000
Skills
Invoice Processing, Databases, Data Entry, Administrative Office..., Office Support, Ordering Office Supplies, Front Office Support, Receptionist Duties, Bookkeeping, Medical Records..., Transcription Services, Word Processing, Copying, Telephone Skills, Office Equipment, Online Research, Management, Spreadsheets
Education
Kaplan University-Davenport Campus 2003 — 2004
Bachelor's degree, Paralegal, 3.19 GPA
Midland Lutheran College 2001 — 2001
Oklahoma State University Okmulgee 1998 — 2000
Bachelor of Science (BS), Electrical and Electronics Engineering Computer Emphasis, 2.0 GPA
American College In Fort Smith, AR 1985 — 1986
Certification, Automated Office Specialist
Wells Fargo Advisors December 2012 - Present
Wells Fargo Advisors 2009 - 2012
Convergys Corporation August 1998 - August 1999
Skills
Banking, Management, Sales, Relationship Management, Leadership, Team Management, Salesforce.com, Investments, Loans, Securities, Customer Service, Financial Services, Risk Management
Education
Jefferson College
Wells Fargo Advisors 1987 - Present
Skills
Series 7, Risk Management, Fixed Income, Financial Services, Equities, Field Supervision, Series 8, Series 63, Series 65, Series 3, Commodities
Education
James Madison University
Bachelor of Science (B.S.), Communications
University of Pennsylvania - The Wharton School
Securities Industry Institute
Virginia Commonwealth University - School of Business
Master of Business Administration (MBA), Business/Commerce, General
Monsanto February 2012 - Present
Analysts International Corporation (AIC) December 2011 - December 2011
S2Tech February 2011 - October 2011
Wells Fargo Advisors June 2010 - February 2011
BJC HealthCare November 2009 - June 2010
Materialogic May 2007 - July 2009
AMC Theatres June 2006 - December 2006
Yellow Roadway Inc. February 2005 - March 2006
CellNet Data Systems September 1998 - January 2004
Sprint Long Distance Division January 1998 - September 1998
Skills
Technical Writing, Presenter, Project Coordination, Shell Scripting, C, C++, Oracle SQL, PL/SQL, Informix, Informix 4GL, Pro*C, ETL, Databases, DB2/SQL, HTML, XML, Unix, Linux, Testing, Teamwork, Team Leadership, Change Management, Problem Solving, Data Analysis, Systems Analysis, Training & Development, Troubleshooting, SQL, SQL*Plus, SQL Tuning, ESQL/C, COBOL, HTTP, HL7, Sockets, Object Oriented Design, Microsoft Office, Java, Perl, Medicaid, Logistics, Supply Chain, Threads, Red Prairie, Subversion, Solaris, HP-UX, AIX, Data Warehousing, Oracle Certified DBA
Education
Western Governors University 2004 — 2006
B.S., Computer Information Systems
University of Missouri-Kansas City 1990 — 1997
Computer Science
Johnson County Community College 1982 — 1985
Associate of Arts, Data Processing
University of Kansas
English
Wells Fargo Advisors January 2012 - Present
Morgan Stanley June 2002 - December 2011
Prudential Securities April 1988 - May 2002
Drexel Burnham Lambert August 1986 - April 1988
Skills
Retirement Planning, 401k Rollovers, Asset Allocation, Retirement Income..., Market Risk, Tax Advantage Income, Investment Planning, Cash Management, Insurance, Investments
Education
Jacksonville University 1976 — 1980
BS, Economics/Management
YogaWorks, Inc. January 2015 - Present
Wells Fargo Advisors April 2014 - November 2014
Bank of America February 2013 - December 2013
PartsSource Inc. August 2012 - December 2012
Max-Wellness January 2012 - August 2012
Skills
Social Media, PowerPoint, Public Speaking, Customer Service, Fitness, Nutrition, Yoga, Wellness, Microsoft Office, Retail, Teaching, Microsoft Excel, Sales, Goal Setting, Team Leadership
Education
John Carroll University 2009 — 2011
BA, English
The Ohio State University 2007 — 2008
Lovegroove Consulting April 2010 - Present
Wells Fargo Advisors September 2005 - February 2010
Pizza Hut 2001 - 2003
Skills
Business Intelligence, Strategic Financial..., Leadership
Education
University of Kansas 2001 — 2005
Master's degree, Banking, Corporate, Finance, and Securities Law
Kansas City Kansas Community College 1999 — 2001
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Morgan Stanley Wealth Management March 2013 - Present
Wells Fargo Advisors January 2010 - March 2013
Morgan Stanley Wealth Management March 2007 - January 2010
Wachovia Securities Financial Network April 2000 - March 2007
Education
Keller Graduate School of Management of DeVry University 2001 — 2003
Master of Business Administration (MBA), Finance
Lake Forest College 1997 — 2000
Bachelor of Arts (BA), Business/Managerial Economics
Wells Fargo Advisors January 2008 - Present
UBS Financial Services May 1985 - January 2008
Education
John Carroll University 1975 — 1979
BSBA, Marketing
Cathedral Preparatory School 1972 — 1975
Comcast Cable January 2015 - Present
Comcast Cable March 2014 - October 2014
T-Mobile October 2008 - March 2014
T-Mobile Customer Care October 2008 - February 2010
Wells Fargo Advisors December 2006 - April 2008
Skills
Training, Sales Management, Sales, Customer Service, Customer Satisfaction, Back Office, DJ, Loss Prevention, Physical Inventory, Internal Audit, Visual Merchandising, Cellular Communications, Android, iOS, Windows Mobile Devices, Blackberry OS, Call Center Development, Call Center, Leadership Development, Auditing, Scheduling Tools, Call Centers, Customer Experience, Performance Management, Coaching, Customer Retention, Sales Operations, Telecommunications
Education
Jamestown Community College 2001 — 2003
Communications in Media Arts
Raymond James Financial Services, Inc., member FINRA/SIPC May 2011 - Present
Wells Fargo Advisors May 2008 - May 2011
A G Edwards & Sons June 2003 - May 2008
Skills
Series 7, Series 66, Finance, Sales, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Series 65, Securities, Wealth Management, Retirement, Investment Advisory, 401k, Fixed Annuities, Series 6, Financial Advisory
Education
James Madison University 1981 — 1983
Bachelor's degree, Fashion Merchandising
Wells Fargo Advisors December 2003 - Present
Wells Fargo Advisors February 2009 - March 2011
Skills
Business Analysis, Analysis, Trend Analysis, Brokerage, Financial Services, Project Management, Business Process..., Integration, PMO, Leadership, Risk Management, Portfolio Management, Banking, Management, Financial Analysis, Process Improvement, Relationship Management, Securities
Education
Jefferson College 2003 — 2003
Business Administration and Management, General
Wells Fargo Advisors May 2013 - Present
Wells Fargo June 2012 - May 2013
Wells Fargo April 2011 - June 2012
Wells Fargo June 2010 - April 2011
J.P. Turner & Company, LLC October 2005 - June 2010
Skills
Management, Project Management, Financial Services, Risk Management, Banking, Credit, Loans, Portfolio Management, Finance, Customer Service, Financial Analysis, Mortgage Lending, Financial compliance, Credit Analysis, Retail Banking, Investments, Commercial Lending, Consumer Lending, Loan Origination, Strategic Planning, Forecasting, Revenue & Profit Growth, Business Development, Relationship Building, Relationship Management, Relationship Marketing, Long-term Customer..., Sales Management, Sales & Marketing..., Staff Development, Leadership, Staff Supervision, Staff Retention, Analytic Problem Solving, Problem Management
Education
Kaplan University
Bachelor of Science (B.S.), Business Administration and Management, General
Ameriprise Financial Services, Inc. October 2014 - Present
Wells Fargo Advisors, LLC May 2013 - October 2014
Ameriprise Financial July 2009 - May 2013
Wells Fargo Advisors December 2006 - July 2009
Waddell & Reed June 1999 - April 2005
Skills
Series 7, Insurance, Series 66, Financial Planning, Retirement Planning, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Investment Advisory, Fixed Annuities, Asset Allocation, Investments, Long-term Care, Estate Planning, Investment Strategies, Series 63, Series 65, 401k Rollovers, Series 6, Life Insurance, Personal Financial..., Securities, Wealth, Portfolio Management, FINRA, Uniform Combined State..., Saving for Education, 401k, Asset Management, Finance, Financial Services, Strategic Financial..., Variable Annuities, IRAs, Financial Planners
Education
Joliet Junior College 2008 — 2013
Associate of Arts (AA), Psychology, 4.0
Pratt Guys April 2014 - Present
H&R Block March 2014 - Present
Wells Fargo Advisors December 1997 - March 2014
Federal Reserve Bank of Atlanta December 1990 - August 1997
Skills
Business Analysis, PMP, Requirements Gathering, Vendor Management, Process Improvement, Microsoft Excel, Risk Management, Project Management, SharePoint, SDLC, Analysis
Education
Walden University 2011 — 2012
Master of Science, Project Management, 4.0
Jacksonville University 1992 — 1995
Bachelor's degree, Computer Information Management
Wells Fargo Advisors January 2003 - Present
Wachovia Securities, LLC 1999 - 2002
Wachovia Securities, LLC 1992 - 1999
Lawyer's Title Company 1988 - 1992
Skills
Integration, SDLC, Business Requirements, PMO, Vendor Management, Requirements Gathering, Project Portfolio..., Offshoring
Education
James Madison University 1981 — 1985
Bachelor of Business Administration, Information Systems
Wells Fargo Advisors September 2013 - Present
Wells Fargo September 2013 - Present
PNC Invesments October 2008 - September 2013
AXA Advisors September 1999 - October 2008
Skills
Retirement Planning, Risk Management, Asset Management, Financial Analysis, Financial Planning, Financial Services, Investments, Mutual Funds, Portfolio Management
Education
Kaplan Schweser 2009 — 2011
CFP, Certified Financial Planning
James Madison University 1994 — 1999
BBA, Finance
James Madison University
Wells Fargo Advisors June 2012 - Present
Susan G. Komen for the Cure, St. Louis Affiliate February 2006 - Present
Essence Healthcare September 2011 - June 2012
Wells Fargo Advisors April 2010 - September 2011
MasterCard September 2008 - April 2010
Gateway EDI, Inc November 2004 - September 2008
Gateway EDI 2004 - 2007
Bienville Orthopaedics 2001 - 2004
NewSouth Communications 1999 - 2001
Advantage Receivable Solutions 1999 - 2000
Skills
Process Improvement, Business Analysis, Requirements Analysis, Vendor Relations, Business Requirements, PowerPoint, Outlook, Customer Relations, Writing, Public Speaking, Customer Service, Program Management, Project Management
Education
Juniata College 1980 — 1984
Bachelor of Science, Marketing and Communications
Blue Mountain High School 1977 — 1980
Wells Fargo Advisors February 2014 - Present
Bank of America 2011 - January 2014
TIAA-CREF 2005 - August 2011
Skills
Process Improvement, Microsoft Office, ITIL, SharePoint, Systems Analysis, Visio, Troubleshooting, MS Project, Problem Solving, Risk Management, Disaster Recovery, Software Documentation, Enterprise Software, Vendor Management
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Information System Management, Computer and Information Systems Security/Information Assurance
Johnson C. Smith University - JCSU 2001 — 2005
BS, CIS
Wells Fargo Advisors October 2009 - Present
Wachovia Securities January 2007 - May 2009
Wachovia Securities January 2006 - December 2006
Wachovia Securities June 2004 - January 2006
Education
James Madison University
Ameriprise Financial Services, Inc. June 2012 - Present
Wells Fargo Advisors October 2008 - July 2012
Citi June 2004 - October 2008
Wells Fargo Advisors September 1997 - June 2004
Education
Purdue University 1990 — 1992
Master's degree, Management
Jackson State University 1974 — 1978
Bachelor's degree, Accounting
Wells Fargo Advisors March 2011 - January 2013
Wells Fargo January 2010 - March 2011
SunTrust Bank May 2007 - January 2010
Skills
Series 7, Series 6, Series 63, Series 66, North Carolina Life and..., Banking, Management, Small Business Lending, Customer Service, Financial Analysis, Investments, Credit, Loans, Microsoft Office, Consumer Lending
Education
Juniata College 2004 — 2007
Finance, Banking, Corporate, Finance, and Securities Law
Oppenheimer Funds Dist. Inc December 2004 - Present
US Army January 2002 - October 2004
Wells Fargo Advisors May 1998 - January 2002
Skills
Series 63, Series 7, Mutual Funds, 401k, Separately Managed..., Retirement Planning, Retirement, Series 6, Wealth Management, FINRA, Securities, Investments, Series 65, Series 24, Asset Allocation, Financial Services, Uniform Combined State..., Asset Management
Education
Jones International University 2009 — 2011
MBA, Healthcare management, Financial Analysis, 3.8
New Mexico State University 1990 — 1998
Bach of Business Admin, Finance & Economics
New Mexico Military Institute 1987 — 1990
High School Diploma, College Prep
Wells Fargo Advisors September 2015 - Present
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors January 2008 - April 2014
Accenture August 2002 - January 2008
Education
Kalamazoo College 1997 — 2001
Bachelor of Arts (B.A.)
Université de Caen Basse-Normandie 1999 — 1999
Regions Capital Markets/Regions Securities October 2014 - Present
Wells Fargo Advisors January 2010 - September 2014
Wells Fargo Advisors, LLC June 2008 - December 2009
Wachovia Securities 2006 - 2008
Wachovia Securities, LLC 2004 - 2006
Wachovia Securities, LLC 2002 - 2004
Education
James Madison University 1997 — 2002
BBA International Business (Finance), International Business/Finance/French
Wells Fargo July 2012 - Present
Wells Fargo Advisors October 2007 - June 2012
Skills
Management, Banking, Series 6, Relationship Management, Sales, Financial Services, Series 63, Retirement Planning, Budget Management, Portfolio Management, Loans, Leadership Development, Investments, Small Business Lending, Consumer Lending, Insurance License, Customer Relations
Education
Kean University 2000 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors November 2011 - Present
Merrill Lynch March 2011 - November 2011
Skills
Strategic Financial..., Financial Analysis, Wealth Management, Series 7, Financial Modeling, Asset Managment, Investments, Retirement Planning
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2012
MBA
James Madison University 1995 — 2000
Bachelor of Arts (B.A.), Political Science and Government
St. Mary's International School 1988 — 1995
Wells Fargo Securities August 2011 - Present
Bank of America June 2010 - July 2011
Stifel Financial Corp. May 2009 - June 2010
Wells Fargo Advisors 2003 - May 2009
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Bonds, Portfolio Management, Credit, Securities, Investments, Equities, Capital Markets, Trading, Options, Wealth Management, Asset Managment
Education
James Madison University 1993 — 1997
Bachelor of Arts (BA)
Wells Fargo Advisors April 2009 - April 2011
Wachovia Securities, LLC March 2007 - March 2009
Wachovia Securities, LLC January 2006 - March 2007
Pro-Motions Inc June 2004 - January 2006
Education
James Madison University
Wells Fargo Advisors December 1996 - Present
Education
Virginia Commonwealth University - School of Business 1990 — 1992
MBA, Business
James Madison University 1981 — 1985
BS, Biology
Wells Fargo Advisors October 2014 - May 2015
Wells Fargo Advisors June 2013 - June 2014
Oppenheimer & Co. Inc March 2009 - June 2009
Stanford Group Company June 2006 - February 2009
Legg Mason August 2004 - June 2006
DSQ Software 1999 - 2000
Hutchison Max Telecom (MaxTouch/Orange) 1997 - 1999
Skills
FINRA, Series 7, Series 63, Securities, Equities, Asset Managment, Investments, Wealth Management, Portfolio Management, Retirement Planning, Mutual Funds, Telecommunications, Customer Service..., Financial Services, Financial Advisory, Management, Asset Management, Risk Management
Education
Karnatak University 1992 — 1994
B.Com, Accounting and Economics
Gogte College of Commerce
B.Com, Economics & Accounting
TricorBraun December 2014 - Present
Hussmann April 2014 - December 2014
Furniture Brands International March 2013 - April 2014
Wells Fargo Advisors October 2011 - January 2013
SuperSpikers Volleyball January 2012 - December 2012
Maritz May 2008 - October 2011
Skills
T-SQL, SQL, PL/SQL, Oracle, Microsoft SQL Server, ETL, SSRS, Data Warehousing, VB.NET, Business Intelligence, Agile Methodologies, Crystal Reports, XML, Data Modeling, Databases, Database Design, SDLC, SSIS, IIS, SharePoint
Education
The University of Tennessee at Knoxville 2006 — 2007
Master of Science (MS), Biomedical Engineering
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor of Technology (B.Tech.), Biomedical Engineering
Jubilee Hills Public School 1990 — 2000
TIAA-CREF January 2014 - Present
Wells Fargo Advisors February 2004 - January 2014
Prudential Financial August 1997 - February 2004
Skills
Series 7, Series 63, Wealth Management, Asset Managment, Strategic Financial..., Asset Allocation, Risk Management, Mutual Funds, Retirement Planning, Estate Planning, Insurance
Education
University of New Haven 2000 — 2003
MS, Finance
John Carroll University 1991 — 1995
BSBA, Finance
Wells Fargo Advisors June 2008 - Present
Wells Fargo Advisors June 2008 - Present
Wells Fargo Advisors March 2007 - June 2008
Wells Fargo Advisors November 2005 - March 2007
Wells Fargo Advisors September 2004 - November 2005
Skills
Equities, Investments, Portfolio Management, Asset Allocation, Fixed Income, Securities, Asset Management
Education
James Madison University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors January 2013 - Present
Wells Fargo Advisors March 2004 - Present
Wells Fargo December 2009 - August 2010
Wachovia March 2004 - December 2008
Wachovia Bank March 2004 - December 2008
Communications Equity Associates 2000 - 2002
GE Capital 1986 - 1995
Skills
Vendor Management, Strategic Planning, Process Improvement, Real Estate, Account Management, Sales, Marketing, Business Intelligence, SDLC, Business Analysis, Human Resources, PowerPoint, Microsoft Office, Access, Microsoft Excel, SharePoint, Contract Negotiation, Microsoft Word, Public Speaking, Travel Arrangements, MS Project, Budgets, Technical Support, Research, Management, Project Management, Project Planning, Outlook, Administrative..., Visio, Banking, Requirements Gathering, Risk Management, Leadership, Software Documentation, Training, Program Management, PMP, Testing
Education
Katharine Gibbs School 1985 — 1986
Certificate, English
Katherine Gibbs School
Associate's degree
Capital One February 2013 - Present
Dallas Victims of Crime January 2010 - Present
Wells Fargo Advisors June 2007 - February 2013
Wells Fargo May 2000 - September 2007
Skills
Digital Strategy, Business Analysis, SDLC, Social Media, Digital Transformation, Mobile Technology, Business Strategy, Business Intelligence, Product Development, IT Project & Program..., Customer Service, ITIL, Agile Methodologies, Marketing Strategy, Digital Marketing, Online Marketing, Management, DevOps, Business Process..., CRM, Cloud Computing, Enterprise Content..., IT Strategy, Microsoft Office, SharePoint, Vendor Management, Information Technology
Education
Kansas State University 1995 — 1999
BBA, MIS, Management
Lowe's Home Improvement February 2014 - Present
Wells Fargo Advisors November 2012 - January 2014
Bank of America March 2010 - May 2012
Maersk Line August 2008 - August 2010
Maersk Line April 2006 - August 2008
Maersk Line April 2004 - July 2006
Maersk Line May 2001 - April 2004
Emery Worldwide August 1997 - November 2001
Party City April 1994 - July 1997
Skills
Product Management, Business Analysis, Project Management, IT Management, Strategic Planning, Management, Leadership, Training, Analysis, Cross-functional Team..., Team Management, Budgets, Quality Assurance, PMO, Enterprise Software, Software Development, Data Center, Product Development
Education
Johnson C. Smith University - JCSU 1989 — 1993
BS, Music Business
High School 1985 — 1989
Principal Financial Group December 2010 - Present
Wells Fargo Advisors June 2009 - December 2010
Principal Financial Group 2006 - 2009
Education
Karnatak University 1997 — 2001
Bachelor of Engineering, Computer Science
Wells Fargo Advisors September 2015 - Present
Cognizant Technology Solutions October 2009 - September 2015
Everest Heights Inc. August 2008 - April 2009
Self-employed 2008 - 2009
BrighTex Bio-Photonics December 2007 - May 2008
Cybersoft Systems India Pvt Ltd. May 2007 - December 2007
Skills
Node.js, AngularJS, jQuery, JavaScript, OOP, AJAX, XHTML, HTML 5, DOM, CSS, CSS3, Responsive Web Design..., Open Source, JSON, Accessibility, Section 508, Cross-browser..., Web Development, Multivariate Testing, A/B Testing, Web Analytics, Web Applications, Web Services, Web Content Management, Agile Methodologies, Rally, Ext JS, SDL Tridion, Vignette CMS, Zepto.js
Education
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology (B.Tech.), Information Technology
Little Flower Junior College 2001 — 2003
Wells Fargo Advisors 2006 - Present
Premier Alliance Group April 1997 - April 2006
Education
Madras Christian College 1980 — 1982
M. Sc., Statistics
Karnatak University 1977 — 1980
B. Sc., Mathematics
Nestlé Purina North America October 2010 - Present
Wells Fargo Advisors August 2010 - October 2010
Satya Marg Solutions Inc March 2009 - August 2010
AT&T November 2004 - March 2009
MFBS, Oregon State University January 2004 - October 2004
Pace Automation Ltd 1999 - 2001
Skills
SDLC, SQL, Oracle, Unix, Requirements Analysis, XML, PL/SQL, Business Intelligence, Agile Methodologies, Requirements Gathering, Java, Testing, Software Project..., Visio, Software Development, SOA, Linux, Business Analysis, Enterprise Architecture, Web Services, User Acceptance Testing, Data Warehousing, Microsoft Excel, Microsoft Access, Scrum, Oracle SQL Developer, Toad, ALM, Data Analysis, Informatica, Business Analytics, Predictive Analytics
Education
Oregon State University 2001 — 2004
Master's degree, Computational Fluid Dynamics
Jawaharlal Nehru Technological University 1995 — 1999
Bachelor of Technology (BTech), Mechanical Engineering
Space Central School
Atlas One Financial January 2009 - Present
Newbridge Securities September 2006 - January 2009
JVB Financial Group, LLC August 2001 - September 2006
Wells Fargo Advisors January 1996 - June 2001
ABN AMRO Bank N.V. January 1992 - May 1996
Barnett Banks, Inc. 1987 - 1992
Skills
Series 24, Series 7, Series 63, Trading, Fixed Income, Portfolio Management, Asset Management, Investments, Asset Managment, Bonds, Bloomberg, Securities, Derivatives, Equities, Capital Markets, Financial Markets, Hedge Funds, Structured Products, Emerging Markets, Options, FX Options, Alternative Investments, Market Risk, Hedging, Electronic Trading, Structured Finance, Investment Banking, Credit Derivatives, MBS, Proprietary Trading, Asset Allocation, ETFs, Interest Rate...
Education
Jacksonville University 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
Cognizant Technology Solutions July 2010 - Present
Wells Fargo Advisors 2007 - 2015
Wells Fargo Advisors 2007 - 2015
Wells Fargo Advisors 2007 - 2015
Cognizant Technology Solutions May 2005 - June 2010
Tata Consultancy Services November 2002 - May 2003
Skills
Requirements Analysis, Requirements Gathering, Software Project..., IT Strategy, Pre-sales, Management Consulting, Business Process..., Project Management, Business Development, Consulting, Business Process Mapping, Solution Architecture, Business Analysis, Business Process, PMO, SDLC, Program Management, Vendor Management
Education
IIM Ahmedabad 2003 — 2005
Master of Business Administration (MBA), Finance, IT
Jadavpur University 1998 — 2002
Bachelor of Engineering (B.E.), Computer Engineering
Ameriprise Financial Services, Inc. January 2010 - Present
Wells Fargo Advisors May 2001 - January 2010
Merrill Lynch February 1994 - May 2001
Education
University of Alabama at Birmingham 1991 — 1994
Bachelor of Science, Finance concentration on Investments and Institutions
Jefferson State Community College 1986 — 1989
Bachelor of Science, Business
Wells Fargo Advisors 2003 - Present
Wexford Clearing Services April 1995 - July 2003
Prudential April 1983 - March 1995
Skills
Risk Management, Regulatory Compliance, General Securities..., Wealth Management, Management, Strategy, Leadership, Project Management, Financial Services, Securities, Series 7, Equities, Investments, Series 24, Series 63, Mutual Funds, Fixed Income, Capital Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2007
SIFMA Securities Industry Institute
Kean University 1977 — 1982
Bachelor of Business Administration (B.B.A.), Management Sc
Wells Fargo Advisors July 2010 - Present
Wells Fargo July 2009 - Present
Skills
Series 7, Credit, Portfolio Management, Financial Analysis, Financial Services
Education
Jones International University 2004 — 2005
In progress, Business Administration and Management, General
Robert Morris College 1986 — 1987
certificate of completion, PC system technician, A
Wells Fargo Advisors July 2014 - Present
Fannie Mae January 2014 - July 2014
E3 Federal Solutions, LLC July 2012 - January 2014
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Access, Financial Reporting, Data Analysis, PowerPoint, Microsoft Word, Leadership, Strategic Planning, Financial Modeling, Research, Management, Market Research
Education
James Madison University 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Nordstrom June 2012 - Present
Wells Fargo Advisors 2010 - 2011
Nordstrom January 2001 - September 2010
SLJ RETAIL ,Sam and Libby shoes January 1997 - January 2001
NORDSTROM, INC January 1992 - January 1997
Skills
Retail, Sales Operations, Forecasting, Management, Merchandising, Inventory Management, Trend, Training, Product Development, Sales, Apparel, Leadership, Marketing Strategy, Business Planning, Business Development, Store Management, Customer Service, Negotiation, Loss Prevention
Education
Sinclair College 1984 — 1987
Applied Science, Engineering
Kaplan University
American Airlines February 2015 - Present
Wells Fargo Advisors August 2013 - February 2015
OPERS January 2013 - July 2013
Meijer July 2012 - January 2013
Wachovia, A Wells Fargo Company November 2011 - August 2012
Northrop Grumman July 2010 - October 2011
Thinline IT Services August 2009 - July 2010
Skills
ASP.NET, .NET, Visual Studio, Web Services, Microsoft SQL Server, ASP.NET AJAX, ASP.NET MVC, VSS, WCF, WPF, C#, LINQ, Web Development, Client/server, Performance Improvement, Load Testing, C# 4.0, TFS, VB.NET, HTML 5, XML, T-SQL, ASP, SSRS, AJAX, JavaScript, SSIS, jQuery, Oracle SQL, XSLT, PL/SQL, SQL, Oracle, Subversion, UML, CSS, REST, HTML, Entity Framework, DB2, ADO.NET, MVC, WinForms, AngularJS, KnockoutJS, Windows Azure, Agile Methodologies
Education
Jawaharlal Nehru Technological University
Bachelors, Information Technology
Wells Fargo October 2001 - Present
Wells Fargo 2012 - 2013
Wells Fargo Advisors 2012 - 2013
Wells Fargo 2009 - 2012
Wells Fargo 2008 - 2009
Wells Fargo 2004 - 2006
Wells Fargo 2001 - 2004
WF 1901 - 1902
WF 1901 - 1902
Skills
•Executive Management..., Research (SBA) –..., •Essentials of..., •Managing for premiere..., •Coaching for premiere..., Microsoft Excel, Analysis, Process Improvement, Finance, Access, Management, Training, Credit, Software Documentation, FHA, Credit Analysis, Underwriting, Budgets, Mortgage Banking, Portfolio Management, Strategy, Banking, Loans, Mortgage Lending, Credit Risk
Education
Kaplan University-Davenport Campus
Bachelor's Degree, Business Administration, Management and Operations, 3.65
Star Technical Institute
Associate's Degree, Technical Degree, Analog/Digital Electronics of Computer Science, 3.89
Wells Fargo Advisors March 2013 - Present
Walgreens September 2012 - February 2014
ARAMARK September 2011 - May 2012
Renaissance Hotel December 2009 - December 2011
Crowne Plaza Hotel May 2010 - December 2010
Bojangles November 2007 - January 2009
Education
James Madison University 2009 — 2012
Bachelor of Science, Media Arts and Design
I. C. Norcom High School 2005 — 2009
Advanced Diploma
Wells Fargo Advisors September 2009 - Present
Wells Fargo Advisors August 1998 - Present
Skills
Series 7, Standards Compliance, Policy
Education
Kaskaskia College 2006 — 2008
University of Phoenix 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management and Operations
Wells Fargo Advisors April 1998 - Present
Skills
Investments, Retirement Planning, Portfolio Management, Wealth Management, Financial Planning, Financial Analysis, Mutual Funds, Financial Services, Risk Management, Insurance, Investment Strategies
Education
James Madison University
Harbor Guard Boats, Inc June 2008 - Present
Independent Business July 2007 - June 2008
HollyTouch Corporation January 2002 - June 2007
Citibank (Banamex USA) April 2000 - August 2001
Wells Fargo Advisors September 1991 - April 2000
Skills
International Business, Strategic Planning, Staff Development, New Business Development, Public-private..., Series 7, Series 24, Series 63
Education
Argosy University Los Angeles 2010 — 2012
Doctorate, Management, Current - Still in progress
University of Phoenix 1995 — 1997
MBA, Management Sciences, 3.5
Johnson C. Smith University - JCSU 1985 — 1989
BS, Banking & Finance, 3.8
JCPenney September 2011 - Present
Infosys Technologies Ltd May 2005 - Present
BNSF Railway April 2011 - August 2011
Wells Fargo Advisors December 2008 - April 2011
Wachovia Securities September 2006 - December 2008
Skills
Informatica, UNIX, DB2, Oracle SQL
Education
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (B.Tech.), Computer Science and Information Technology
Wells Fargo Advisors Registered Client AssociateWells Fargo Advisors, LLC.March 2011 - Present
Wells Fargo Advisors, LLC March 2011 - Present
Merrill Lynch February 2000 - March 2008
Dunn & Piacintini, LLC. February 1996 - January 1999
Education
Katherine Gibbs School 2008 — 2010
Associate of Arts (A.A.), GRAPHIC DESIGN
grammar school
grammar school
Suddenlink Communications August 2015 - Present
Wells Fargo Advisors October 2013 - Present
Apex Systems May 2013 - October 2013
Lord & Taylor July 2007 - May 2013
May Department Stores May 2001 - July 2007
Skills
SQL, Databases, Unix Shell Scripting, Teradata, DB2, Oracle, Informatica, Data Warehousing, Data Modeling, COBOL, ETL, SDLC, Database Design
Education
McKendree College 2000 — 2001
Bachelor of Applied Science (BASc), Computer/Information Technology Administration and Management
Kaskaskia College 1998 — 2000
Associate's degree, Computer/Information Technology Administration and Management
MetLife March 2013 - Present
Self-employed 2013 - March 2013
Bank of America October 2011 - October 2012
Wells Fargo Advisors October 2009 - October 2010
Skills
Microsoft Office, Microsoft Word, Project Management, Personal Finance, Strategic Financial..., Learning Management..., Vendor Management
Education
Seton Hall University 1995 — 1997
Master of Business Administration (MBA), Finance, General, 3.0
Rutgers University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
Kean University 1989 — 1989
No Degree, Education, N/A
Wells Fargo Advisors September 2013 - Present
SunTrust Bank June 2012 - September 2013
SunTrust Bank September 2010 - June 2012
Wells Fargo February 2004 - March 2009
Wells Fargo November 1994 - February 2004
Skills
Workplace Communication..., Communicating and..., Cultivating a High..., Customers,..., Enterprise Records and..., The Client Relationship..., XPTR Report Management..., BETA, DST Vision,..., CRM, Leadership, Management
Education
J Sargeant Reynolds Community College 1992 — 1994
Business and Information Systems
John Tyler Community College
Business and Information Systems
Wells Fargo Advisors August 2005 - Present
Martin Wier Financial March 2004 - August 2005
Edward Jones June 2001 - March 2004
Sparta High School 1998 - 2001
Skills
Retirement Planning, IRAs, 401k Rollovers, Investments
Education
Southern Illinois University, Edwardsville 1994 — 1997
Bachelor of Science (B.S.), History/Business
Kaskaskia College 1992 — 1994
Associate of Arts (A.A.), General Studies
Vandalia Community High School
Benjamin F. Edwards & Co. January 2013 - Present
Wells Fargo Advisors March 2011 - January 2013
Wells Fargo Advisors January 2009 - March 2011
Wachovia Securites December 2007 - January 2009
A.G. Edwards March 2003 - December 2007
A.G. Edwards March 1997 - March 2003
A.G. Edwards March 1992 - March 1997
City of Woodstock March 1978 - March 1992
Education
Kaplan University-Davenport Campus 2005 — 2006
Accelerated Certificate in Financial Planning
Northern Illinois University 1971 — 1975
Bachelor of Arts, Political Science, History and Philosophy