Wells Fargo Advisors

Industry: Subsidiary

Description

Wells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),

Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Wesley Lowman Wesley Lowman Gadsden, Alabama Details
Wesley Lowman's Wells Fargo Advisors Experience May 2011 - August 2011
Job Financial Analyst at KTH Leesburg Products LLC
Industry Accounting
Experience
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

Tim Sturr Tim Sturr Greater St. Louis Area Details
Tim Sturr's Wells Fargo Advisors Experience June 2013 - Present
Job Managing Director, Planning at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kelley Drabowicz Kelley Drabowicz Greater San Diego Area Details
Kelley Drabowicz's Wells Fargo Advisors Experience November 2009 - May 2010
Job Director of Support Services at Father Joe's Villages
Industry Nonprofit Organization Management
Experience
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

Helen Wu, MPH Helen Wu, MPH Monterey Park, California Details
Helen Wu, MPH's Wells Fargo Advisors Experience March 2010 - December 2010
Job Consultant at McQueen Consulting
Industry Hospital & Health Care
Experience
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

Matt Clooten, CFP®, CRPC® Matt Clooten, CFP®, CRPC® Madison, Wisconsin Area Details
Matt Clooten, CFP®, CRPC®'s Wells Fargo Advisors Experience October 2008 - June 2010
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
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

Adrienne Spencer, MA Adrienne Spencer, MA Greater St. Louis Area Details
Adrienne Spencer, MA's Wells Fargo Advisors Experience November 2010 - February 2012
Job IT Associate Project Manager
Industry Pharmaceuticals
Experience
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

Brian Bruggeman Brian Bruggeman Walla Walla, Washington Details
Brian Bruggeman's Wells Fargo Advisors Experience June 2007 - October 2009
Job Financial Advisor Baker Boyer Investor Services
Industry Banking
Experience
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

Jeff Deal Jeff Deal Cleveland/Akron, Ohio Area Details
Jeff Deal's Wells Fargo Advisors Experience May 2011 - September 2012
Job Investment Analyst at The Townsend Group
Industry Venture Capital & Private Equity
Experience
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

Erin Roever Erin Roever Greater St. Louis Area Details
Erin Roever's Wells Fargo Advisors Experience 2012 - 2013
Job Accounts Receivable Specialist at Chosen Healthcare
Industry Insurance
Experience
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

Julie Simmons Julie Simmons Greater St. Louis Area Details
Julie Simmons's Wells Fargo Advisors Experience October 2001 - Present
Job Operational Risk Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Michele Ohlman Michele Ohlman Elbert, Colorado Details
Michele Ohlman's Wells Fargo Advisors Experience August 1992 - May 2013
Job Administration
Industry Oil & Energy
Experience
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

Juan Daly Juan Daly Orlando, Florida Area Details
Juan Daly's Wells Fargo Advisors Experience January 1999 - January 2002
Job Documax, LLC
Industry Computer Software
Experience
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

Darren Schmeink Darren Schmeink Greater St. Louis Area Details
Darren Schmeink's Wells Fargo Advisors Experience April 2008 - Present
Job Performance Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
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

Ty Goins Ty Goins Glen Allen, Virginia Details
Ty Goins's Wells Fargo Advisors Experience May 1998 - April 2009
Job Compliance SpecialistHR at Apex Systems
Industry Information Technology and Services
Experience
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

Michael Wilken, MBA Michael Wilken, MBA Glen Allen, Virginia Details
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

Tara Viehman Tara Viehman Saint Louis, Missouri Details
Tara Viehman's Wells Fargo Advisors Experience December 2014 - Present
Job Financial Advisor Integration Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Joseph Markel Joseph Markel Saint Louis, Missouri Details
Joseph Markel's Wells Fargo Advisors Experience January 2014 - Present
Job Vice PresidentAML Client Intelligence Unit at Wells Fargo Advisors
Industry Financial Services
Experience
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

Shadina DeVine Shadina DeVine Greater St. Louis Area Details
Shadina DeVine's Wells Fargo Advisors Experience November 2013 - February 2015
Job at Boeing
Industry Aviation & Aerospace
Experience
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

Donielle Mangogna Donielle Mangogna Greater New York City Area Details
Donielle Mangogna's Wells Fargo Advisors Experience October 2006 - May 2013
Job Associate Principal Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
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

Brian N. Foster, CFP® Brian N. Foster, CFP® San Francisco Bay Area Details
Brian N. Foster, CFP®'s Wells Fargo Advisors Experience November 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jawaan O'Kelly Jawaan O'Kelly Charlotte, North Carolina Area Details
Jawaan O'Kelly's Wells Fargo Advisors Experience December 2012 - April 2013
Job Operations Specialist at LPL Financial
Industry Insurance
Experience
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

Kyle Siska Kyle Siska Milwaukee, Wisconsin Details
Kyle Siska's Wells Fargo Advisors Experience March 2013 - July 2014
Job Internal wholesaler with Russell Investments
Industry Financial Services
Experience
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

Krishna Mudigonda Krishna Mudigonda Richmond, Virginia Area Details
Krishna Mudigonda's Wells Fargo Advisors Experience October 2010 - April 2012
Job Platform Manager
Industry Information Technology and Services
Experience
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

Valentina (Marino) Tavares Valentina (Marino) Tavares United States Details
Valentina (Marino) Tavares's Wells Fargo Advisors Experience January 2013 - Present
Job Personal Banker at Wells Fargo Advisors
Industry Computer Games
Experience
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

Dylan Katcher Dylan Katcher Arlington, Virginia Details
Dylan Katcher's Wells Fargo Advisors Experience April 2012 - September 2012
Job Account Executive
Industry Marketing and Advertising
Experience
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

John Marchand, CFP® John Marchand, CFP® Cleveland/Akron, Ohio Area Details
John Marchand, CFP®'s Wells Fargo Advisors Experience December 2012 - November 2013
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ajitha Mannem Ajitha Mannem Charlotte, North Carolina Details
Ajitha Mannem's Wells Fargo Advisors Experience June 2015 - Present
Job UAT Lead at Wells Fargo Advisors
Industry Computer Software
Experience
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

Dennis Duenke Dennis Duenke Greater St. Louis Area Details
Dennis Duenke's Wells Fargo Advisors Experience December 2012 - June 2013
Job Programmer Analyst at MEMC Electronic Materials
Industry Mechanical or Industrial Engineering
Experience
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

Brooklyn Young Brooklyn Young Wichita, Kansas Details
Brooklyn Young's Wells Fargo Advisors Experience November 2012 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ryan Shannon, CIMA Ryan Shannon, CIMA Richmond, Virginia Details
Ryan Shannon, CIMA's Wells Fargo Advisors Experience June 2004 - October 2005
Job Portfolio Manager Associate
Industry Investment Management
Experience
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

Darryl H. Ng, CFP® Darryl H. Ng, CFP® San Francisco Bay Area Details
Darryl H. Ng, CFP®'s Wells Fargo Advisors Experience June 2005 - September 2011
Job CERTIFIED FINANCIAL PLANNER™ | Sr. Portfolio Manager | Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
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

Christy Beverly Christy Beverly Mobile, Alabama Area Details
Christy Beverly's Wells Fargo Advisors Experience January 2005 - March 2006
Job Financial Auditor
Industry Financial Services
Experience
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

Christopher Hedrick Christopher Hedrick Saint Louis, Missouri Details
Christopher Hedrick's Wells Fargo Advisors Experience October 2011 - Present
Job PCG Administration Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jackie Kislow Jackie Kislow Richmond, Virginia Details
Jackie Kislow's Wells Fargo Advisors Experience November 2011 - July 2013
Job Morgan Stanley
Industry Financial Services
Experience
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

Patrick Aitcheson Patrick Aitcheson South Plainfield, New Jersey Details
Patrick Aitcheson's Wells Fargo Advisors Experience August 2008 - July 2010
Job Private Client Advisor
Industry Financial Services
Experience
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

Paul Stepankovskiy, CFP® Paul Stepankovskiy, CFP® Greater Chicago Area Details
Paul Stepankovskiy, CFP®'s Wells Fargo Advisors Experience April 2000 - February 2012
Job Senior Vice President Wealth Management, Senior Portfolio Manager, UBS Financial Services Inc.
Industry Financial Services
Experience
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

Kimberly Humphreys Kimberly Humphreys Charlotte, North Carolina Details
Kimberly Humphreys's Wells Fargo Advisors Experience June 2014 - Present
Job Lending Manager in audit at Wells Fargo Home Mortgage
Industry Banking
Experience
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

Renric Lackey Renric Lackey Charlotte, North Carolina Area Details
Renric Lackey's Wells Fargo Advisors Experience December 2013 - December 2014
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
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

Gary Thouvenin Gary Thouvenin Glen Carbon, Illinois Details
Gary Thouvenin's Wells Fargo Advisors Experience September 2003 - Present
Job Vendor Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Melisa Oehmke Melisa Oehmke Henderson, Nevada Details
Melisa Oehmke's Wells Fargo Advisors Experience June 2008 - October 2011
Job CFP, Certified Financial Planner,Financial Advisor at Ameriprise Financial Services, Inc. CA Ins 0I39165
Industry Financial Services
Experience
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

Alyson Austin, MBA Alyson Austin, MBA Delray Beach, Florida Details
Alyson Austin, MBA's Wells Fargo Advisors Experience October 2008 - September 2011
Job Practice Manager at Maclendon Wealth Management
Industry Financial Services
Experience
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

Dmitry Farbman Dmitry Farbman Northbrook, Illinois Details
Dmitry Farbman's Wells Fargo Advisors Experience April 2000 - February 2012
Job Senior Vice President Wealth Managem, Senior Portfolio Manager at FKS Wealth Management Group at UBS
Industry Financial Services
Experience
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

Christopher McGill Christopher McGill Wichita, Kansas Area Details
Christopher McGill's Wells Fargo Advisors Experience March 2005 - May 2012
Job Associate Vice President Investments at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
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

Colette (Rakers) Knobeloch Colette (Rakers) Knobeloch Greater St. Louis Area Details
Colette (Rakers) Knobeloch's Wells Fargo Advisors Experience July 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Brian C. Jones, CFA Brian C. Jones, CFA New York, New York Details
Brian C. Jones, CFA's Wells Fargo Advisors Experience October 2010 - June 2013
Job Equity Research Associate at J.P. Morgan
Industry Investment Management
Experience
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

Lance Kimme Lance Kimme Greater St. Louis Area Details
Lance Kimme's Wells Fargo Advisors Experience March 2010 - Present
Job Technical Service Specialist at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   March 2010 - Present
Serpentine Web Solutions   August 2009 - December 2009

Education
Kaskaskia College
Associate, Applied Science, Network Administration

Eddie Scalzo Eddie Scalzo Greater New York City Area Details
Eddie Scalzo's Wells Fargo Advisors Experience October 2004 - August 2007
Job Owner, Country Donuts
Industry Food & Beverages
Experience
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

Edwin Andrews Edwin Andrews Arlington, Virginia Details
Edwin Andrews's Wells Fargo Advisors Experience May 2009 - August 2009
Job ERS Senior Consultant at Deloitte
Industry Financial Services
Experience
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

Erin Fuselier Erin Fuselier Greater St. Louis Area Details
Erin Fuselier's Wells Fargo Advisors Experience 2009 - Present
Job Manager, Risk Management and Compliance Products and Services at First Clearing , Affiliate of Wells Fargo
Industry Financial Services
Experience
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

Mark DeBartolo Mark DeBartolo Richmond, Virginia Area Details
Mark DeBartolo's Wells Fargo Advisors Experience 2011 - 2012
Job Director Project Management, Initiative Management Team at Virginia Premier Health Plan, Inc.
Industry Hospital & Health Care
Experience
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

Lori Lampe Lori Lampe Greater Denver Area Details
Lori Lampe's Wells Fargo Advisors Experience August 2003 - October 2012
Job
Industry Financial Services
Experience
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

Andrea Dys Andrea Dys Charlotte, North Carolina Area Details
Andrea Dys's Wells Fargo Advisors Experience July 2009 - September 2010
Job Vice PresidentSr. Project Manager at Bank of America
Industry Financial Services
Experience
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

Michael DeTrane, CPA Michael DeTrane, CPA Fredericksburg, Virginia Details
Michael DeTrane, CPA's Wells Fargo Advisors Experience July 2012 - August 2012
Job Accountant CCM Group LLC
Industry Accounting
Experience
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

James Towne James Towne Keene, New Hampshire Details
James Towne's Wells Fargo Advisors Experience October 2014 - March 2015
Job Personal Banker at Bank of America
Industry Financial Services
Experience
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

Jarrod Jacobi, AWMA® Jarrod Jacobi, AWMA® San Francisco, California Details
Jarrod Jacobi, AWMA®'s Wells Fargo Advisors Experience October 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 2012 - Present
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

Zachary Katcher Zachary Katcher Washington D.C. Metro Area Details
Zachary Katcher's Wells Fargo Advisors Experience April 2010 - January 2011
Job Solutions Advisor at Higher Logic
Industry Management Consulting
Experience
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

Andrew Romer Andrew Romer Jacksonville, Florida Details
Andrew Romer's Wells Fargo Advisors Experience 1974 - Present
Job First Vice PresidentInvestment Officer Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   1974 - Present

Education
Jacksonville University
Marketing, Economics and Finance

Alice White Alice White Dallas/Fort Worth Area Details
Alice White's Wells Fargo Advisors Experience March 2006 - December 2010
Job Independent Consultant/ Recruiter
Industry Staffing and Recruiting
Experience
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

Christopher Jula Christopher Jula Pittsburgh, Pennsylvania Details
Christopher Jula's Wells Fargo Advisors Experience July 2014 - July 2015
Job at
Industry Financial Services
Experience
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

Shannon Sherman Shannon Sherman Leawood, Kansas Details
Shannon Sherman's Wells Fargo Advisors Experience June 2013 - July 2013
Job Educator at lululemon athletica
Industry Accounting
Experience
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

John Biedenstein John Biedenstein Greater St. Louis Area Details
John Biedenstein's Wells Fargo Advisors Experience Director - Investment Management & Fiduciary Services
Job Wells Fargo Advisors
Industry Financial Services
Experience
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

Brandon Wann Brandon Wann Saint Louis, Missouri Details
Brandon Wann's Wells Fargo Advisors Experience July 2008 - March 2013
Job Training Coordinator at AnheuserBusch Employees' Credit Union
Industry Banking
Experience
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

Crystal Roger Crystal Roger Wayne, New Jersey Details
Crystal Roger's Wells Fargo Advisors Experience August 2008 - Present
Job Premier Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Sean Tyll II Sean Tyll II Richmond, Virginia Area Details
Sean Tyll II's Wells Fargo Advisors Experience November 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Steven Stroup Steven Stroup Bedford, Pennsylvania Details
Steven Stroup's Wells Fargo Advisors Experience October 1983 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 1983 - Present

Education
Juniata College   1977 — 1981
Bachelor's Degree in Administrative Sciences

Shane Morton-Anderson Shane Morton-Anderson Richmond, Virginia Area Details
Shane Morton-Anderson's Wells Fargo Advisors Experience November 2005 - Present
Job Administrative Assistant
Industry Consumer Goods
Experience
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

Adam Giles Adam Giles Richmond, Virginia Area Details
Adam Giles's Wells Fargo Advisors Experience March 2011 - September 2012
Job IT Project Manager at V4 Development, LLC.
Industry Information Technology and Services
Experience
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

Joyce Goree Joyce Goree Greater Omaha Area Details
Joyce Goree's Wells Fargo Advisors Experience 1999 - 2000
Job Business Owner
Industry Outsourcing/Offshoring
Experience
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

Tiffany Waller Tiffany Waller Greater St. Louis Area Details
Tiffany Waller's Wells Fargo Advisors Experience December 2012 - Present
Job AVP, WBR Practices & Business Development Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Darrell Jackson Darrell Jackson Saint Louis, Missouri Details
Darrell Jackson's Wells Fargo Advisors Experience 1987 - Present
Job Managing Director, Private Client Group Supervision at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Andy Curry Andy Curry Greater St. Louis Area Details
Andy Curry's Wells Fargo Advisors Experience June 2010 - February 2011
Job Application DBA at Monsanto
Industry Information Technology and Services
Experience
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

Gregory Kaiser Gregory Kaiser Greater Los Angeles Area Details
Gregory Kaiser's Wells Fargo Advisors Experience January 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Chris Starling Chris Starling Cleveland/Akron, Ohio Area Details
Chris Starling's Wells Fargo Advisors Experience April 2014 - November 2014
Job Yoga Advisor at YogaWorks, Inc.
Industry Financial Services
Experience
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

Brian Lovegroove Brian Lovegroove Kansas City, Missouri Details
Brian Lovegroove's Wells Fargo Advisors Experience September 2005 - February 2010
Job CEO at Lovegroove Consulting
Industry Banking
Experience
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

Karina A. Elperin, MBA Karina A. Elperin, MBA Greater Chicago Area Details
Karina A. Elperin, MBA's Wells Fargo Advisors Experience January 2010 - March 2013
Job Portfolio AssociateMorgan Stanley
Industry Financial Services
Experience
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

Mark M. Lucas Mark M. Lucas Erie, Pennsylvania Details
Mark M. Lucas's Wells Fargo Advisors Experience January 2008 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
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

Brian Fardink Brian Fardink Greater Boston Area Details
Brian Fardink's Wells Fargo Advisors Experience December 2006 - April 2008
Job Retail Store Manager at Comcast Cable
Industry Telecommunications
Experience
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

Kathy Duckworth Kathy Duckworth Raleigh-Durham, North Carolina Area Details
Kathy Duckworth's Wells Fargo Advisors Experience May 2008 - May 2011
Job Registered Sales Assistant Securities offered through Raymond James Financial Services Inc.
Industry Financial Services
Experience
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

Steve Ijames Steve Ijames Greater St. Louis Area Details
Steve Ijames's Wells Fargo Advisors Experience December 2003 - Present
Job Operations Analyst/Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Eugene Levit Eugene Levit West Palm Beach, Florida Area Details
Eugene Levit's Wells Fargo Advisors Experience May 2013 - Present
Job Assistant Vice President Regional Bank Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Diana Subka Diana Subka Orland Park, Illinois Details
Diana Subka's Wells Fargo Advisors Experience December 2006 - July 2009
Job Registered Operations Lead at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Catie Hardin Catie Hardin Jacksonville, Florida Details
Catie Hardin's Wells Fargo Advisors Experience December 1997 - March 2014
Job IT Implementation Cons at Wells Fargo
Industry Financial Services
Experience
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

Wanda Kelly Wanda Kelly Richmond, Virginia Area Details
Wanda Kelly's Wells Fargo Advisors Experience January 2003 - Present
Job Technology Manager at Wells Fargo
Industry Financial Services
Experience
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

Cuaduana Terry Cuaduana Terry Washington D.C. Metro Area Details
Cuaduana Terry's Wells Fargo Advisors Experience September 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
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

Karyn Creedon Karyn Creedon Greater St. Louis Area Details
Karyn Creedon's Wells Fargo Advisors Experience June 2012 - Present
Job IT Project Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Hager, Sharon Hager, Sharon Charlotte, North Carolina Area Details
Hager, Sharon's Wells Fargo Advisors Experience February 2014 - Present
Job F5 Network Engineer
Industry Computer Networking
Experience
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

Tommy Yun Tommy Yun Richmond, Virginia Area Details
Tommy Yun's Wells Fargo Advisors Experience October 2009 - Present
Job Business Analyst at Wachovia Securites
Industry Information Technology and Services
Experience
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

John Triplett, CPA John Triplett, CPA Las Vegas, Nevada Area Details
John Triplett, CPA's Wells Fargo Advisors Experience October 2008 - July 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
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

Travis Sissler Travis Sissler Raleigh-Durham, North Carolina Area Details
Travis Sissler's Wells Fargo Advisors Experience March 2011 - January 2013
Job Private Banker at Wells Fargo Advisors
Industry Banking
Experience
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

Sgynman Gibbs Sgynman Gibbs Greater Denver Area Details
Sgynman Gibbs's Wells Fargo Advisors Experience May 1998 - January 2002
Job Internal Wholesaler at Oppenheimer Funds Dist. Inc
Industry Financial Services
Experience
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

Tim Cors Tim Cors Dallas/Fort Worth Area Details
Tim Cors's Wells Fargo Advisors Experience September 2015 - Present
Job Wells Fargo Advisors, Southwest Region
Industry Financial Services
Experience
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

Glenn Holloway Glenn Holloway Greater Atlanta Area Details
Glenn Holloway's Wells Fargo Advisors Experience January 2010 - September 2014
Job Group Finance Officer at Regions Capital Markets/Regions Securities
Industry Financial Services
Experience
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

Amit Rathee Amit Rathee Greater New York City Area Details
Amit Rathee's Wells Fargo Advisors Experience October 2007 - June 2012
Job Branch Manager at Wells Fargo, AVP
Industry Financial Services
Experience
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

Chris Barius Chris Barius Charlotte, North Carolina Area Details
Chris Barius's Wells Fargo Advisors Experience November 2011 - Present
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Brian Walger Brian Walger Charlotte, North Carolina Details
Brian Walger's Wells Fargo Advisors Experience 2003 - May 2009
Job Director Corporate Bond Trading Wells Fargo Securities
Industry Banking
Experience
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)

Kristin Bartholomew Kristin Bartholomew Westlake, Ohio Details
Kristin Bartholomew's Wells Fargo Advisors Experience April 2009 - April 2011
Job Project Manager, Communications Analyst
Industry Financial Services
Experience
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

Donald E. Mosman, Jr., CFP®, MBA Donald E. Mosman, Jr., CFP®, MBA Richmond, Virginia Area Details
Donald E. Mosman, Jr., CFP®, MBA's Wells Fargo Advisors Experience December 1996 - Present
Job Mosman, Sisk, & Marvel Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 1996 - Present

Education
Virginia Commonwealth University - School of Business   1990 — 1992
MBA, Business

James Madison University   1981 — 1985
BS, Biology

Dilda Dalvi Dilda Dalvi Austin, Texas Area Details
Dilda Dalvi's Wells Fargo Advisors Experience October 2014 - May 2015
Job Client associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Pruthvi Kurra Pruthvi Kurra Greater St. Louis Area Details
Pruthvi Kurra's Wells Fargo Advisors Experience October 2011 - January 2013
Job Sr Database Administrator at TricorBraun
Industry Information Technology and Services
Experience
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

Marc DeFeo, CFP® Marc DeFeo, CFP® Greater New York City Area Details
Marc DeFeo, CFP®'s Wells Fargo Advisors Experience February 2004 - January 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
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

Claudia Glover Claudia Glover Washington D.C. Metro Area Details
Claudia Glover's Wells Fargo Advisors Experience June 2008 - Present
Job Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Carmella McDowell Carmella McDowell Charlotte, North Carolina Area Details
Carmella McDowell's Wells Fargo Advisors Experience January 2013 - Present
Job IT Project Manager at Wells Fargo Advisors
Industry Executive Office
Experience
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

Jason Linenberger Jason Linenberger Dallas/Fort Worth Area Details
Jason Linenberger's Wells Fargo Advisors Experience June 2007 - February 2013
Job Sr. Manager Digital Technology IPS at Capital One
Industry Information Technology and Services
Experience
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

Alexander Wiggs, PMP Alexander Wiggs, PMP Charlotte, North Carolina Area Details
Alexander Wiggs, PMP's Wells Fargo Advisors Experience November 2012 - January 2014
Job Manager Enterprise Program/Project Methodology at Lowe's Home Improvement
Industry Information Technology and Services
Experience
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

Koti Kollu Koti Kollu Des Moines, Iowa Area Details
Koti Kollu's Wells Fargo Advisors Experience June 2009 - December 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
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

Ashish Gujja Ashish Gujja Charlotte, North Carolina Details
Ashish Gujja's Wells Fargo Advisors Experience September 2015 - Present
Job
Industry Information Technology and Services
Experience
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

Clement James Clement James Charlotte, North Carolina Area Details
Clement James's Wells Fargo Advisors Experience 2006 - Present
Job Officer at Wachovia Securities, LLC
Industry Information Technology and Services
Experience
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

Sireesha Vemula Sireesha Vemula Greater St. Louis Area Details
Sireesha Vemula's Wells Fargo Advisors Experience August 2010 - October 2010
Job Data Analyst at Nestlé Purina North America
Industry Information Technology and Services
Experience
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

Derrick Shea Derrick Shea West Palm Beach, Florida Area Details
Derrick Shea's Wells Fargo Advisors Experience January 1996 - June 2001
Job Executive Director at Atlas One Financial
Industry Investment Management
Experience
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

Krishnendu Saha Krishnendu Saha Charlotte, North Carolina Area Details
Krishnendu Saha's Wells Fargo Advisors Experience 2007 - 2015
Job Senior Consultant / Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
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

James A. (Jimmy) Waters Jr. James A. (Jimmy) Waters Jr. Birmingham, Alabama Area Details
James A. (Jimmy) Waters Jr.'s Wells Fargo Advisors Experience May 2001 - January 2010
Job Vice President Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Albert Caiazzo Albert Caiazzo Greater St. Louis Area Details
Albert Caiazzo's Wells Fargo Advisors Experience 2003 - Present
Job Managing Director Quality and Risk Officer First Clearing Correspondent Services, Wells Fargo Advisors
Industry Financial Services
Experience
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

Bob Stroehmer Bob Stroehmer Greater St. Louis Area Details
Bob Stroehmer's Wells Fargo Advisors Experience July 2010 - Present
Job Security Clearence and Settlement at Wells Fargo
Industry Financial Services
Experience
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

Cassandra Aragona Cassandra Aragona Saint Louis, Missouri Details
Cassandra Aragona's Wells Fargo Advisors Experience July 2014 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

scott kendrick scott kendrick Greater Chicago Area Details
scott kendrick's Wells Fargo Advisors Experience 2010 - 2011
Job .Nordstrom
Industry Retail
Experience
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

Santosh Kondapalli Santosh Kondapalli Fort Worth, Texas Details
Santosh Kondapalli's Wells Fargo Advisors Experience August 2013 - February 2015
Job Sr.Software developer at American airlines
Industry Information Technology and Services
Experience
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

Jesse Mutcherson Jesse Mutcherson United States Details
Jesse Mutcherson's Wells Fargo Advisors Experience 2012 - 2013
Job Lending Manager, AVP at Wells Fargo Bank N A
Industry Financial Services
Experience
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

Je'Kayla Jenkins Je'Kayla Jenkins Portsmouth, Virginia Details
Je'Kayla Jenkins's Wells Fargo Advisors Experience March 2013 - Present
Job Teller at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
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

Sharon Heimann Sharon Heimann Greater St. Louis Area Details
Sharon Heimann's Wells Fargo Advisors Experience September 2009 - Present
Job CMG Compliance Consultant 3 at Wells Fargo Advisors
Industry Financial Services
Experience
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

Chad Owen Chad Owen Roanoke, Virginia Details
Chad Owen's Wells Fargo Advisors Experience April 1998 - Present
Job Senior Financial Advisor at Wells Fargo
Industry Financial Services
Experience
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

Tony Eshiet Tony Eshiet Corona, California Details
Tony Eshiet's Wells Fargo Advisors Experience September 1991 - April 2000
Job Finance/Business Development Manager at Harbor Guard Boats, Inc
Industry Maritime
Experience
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

Thulasi D Thulasi D Irving, Texas Details
Thulasi D's Wells Fargo Advisors Experience December 2008 - April 2011
Job Informatica Tech Lead at JCPenney
Industry Information Technology and Services
Experience
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

Gigi Desmond Gigi Desmond Garden City, New York Details
Gigi Desmond's Wells Fargo Advisors Experience Registered Client AssociateWells Fargo Advisors, LLC.March 2011 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

Sherry Dierkes Sherry Dierkes Greater St. Louis Area Details
Sherry Dierkes's Wells Fargo Advisors Experience October 2013 - Present
Job Senior EtL Developer at Suddenlink Communications
Industry Banking
Experience
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

William Adell William Adell Somerset, New Jersey Details
William Adell's Wells Fargo Advisors Experience October 2009 - October 2010
Job Experienced Financial Professional at MetLife
Industry Insurance
Experience
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

Tiffany Loving Tiffany Loving Richmond, Virginia Details
Tiffany Loving's Wells Fargo Advisors Experience September 2013 - Present
Job Securities Ops Service Specialist (Mutual Fund Networking) at Wells Fargo Advisors
Industry Banking
Experience
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

Michelle M. Daniels, AAMS, ADPA Michelle M. Daniels, AAMS, ADPA Fairview Heights, Illinois Details
Michelle M. Daniels, AAMS, ADPA's Wells Fargo Advisors Experience August 2005 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

Dennis Anderson, CFP® Dennis Anderson, CFP® Woodstock, Illinois Details
Dennis Anderson, CFP®'s Wells Fargo Advisors Experience March 2011 - January 2013
Job Branch Manager and Senior Vice President Investments
Industry Financial Services
Experience
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

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