Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Ameriprise Financial Services, Inc. September 2013 - Present
CML Wealth Management October 2011 - August 2013
Wells Fargo Advisors January 1993 - May 2011
Skills
Wealth Management, Mutual Funds, Portfolio Management, Retirement, Financial Planning, Series 63, Equities, Insurance, Fixed Income, Financial Advisory, Investment Strategies, Finance
Education
Liberty University 1987 — 1991
Bachelor's degree, Business Administration and Management, General, Magna Cum Laude
Alego Health March 2013 - Present
KB Co, LLC August 2004 - March 2013
Wells Fargo Advisors January 1996 - August 2004
FirstEnergy September 1987 - January 1996
Skills
Project Management, Process Improvement, Program Management, Leadership, Software Documentation, Six Sigma, Change Management, Financial Analysis, IT Management, P&L Management, Capital Budgeting, Sales Management, Operations Management
Education
Baldwin-Wallace University
Master of Business Administration (MBA), Systems Management
Kent State University
Bachelor's degree, Econometrics and Quantitative Economics
Wells Fargo Advisors June 2013 - Present
RehabCare April 2008 - June 2013
Skills
Recruiting, College Recruiting, Applicant Tracking..., Job Fairs, Interviews, Executive Search, Creativity, Negotiation, Advertising, Internet Recruiting, Temporary Placement, Talent Acquisition, Sourcing, Temporary Staffing, Customer Service, Screening Resumes, Contract Recruitment, Talent Management, Employee Relations, Hiring, Taleo, Benefits Negotiation, New Hire Orientations, Resume Writing, Technical Recruiting, Human Resources, Cold Calling, PeopleSoft, Customer Satisfaction, Permanent Placement, Performance Management, Employee Benefits, Recruitment Advertising, Benefits Administration, Workforce Planning, Screening, Employer Branding, FMLA, Succession Planning, Employee Engagement, Employee Training, Dependable Team Player
Education
Lindenwood University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services, 3.9
Wells Fargo Advisors February 2012 - Present
Wells Fargo Advisors September 2010 - February 2012
Wells Fargo Advisors August 2008 - September 2010
Missouri Employers Mutual April 2006 - August 2008
Skills
Customer Service, Microsoft Office, Outlook, Leadership, Process Improvement, Microsoft Excel, Strategic Planning, PowerPoint, Data Analysis, Team Leadership, Project Management, Operations Management, Analysis, Management, SharePoint
Education
Lindenwood University 2010 — 2012
Masters, Business Administration (MBA)
Lindenwood University 2008 — 2009
Bachelor of Arts (B.A.), Business Administration
Wells Fargo Advisors October 2013 - Present
Mom365 September 2012 - July 2013
Convergys December 2011 - September 2012
Client Services Incorporated November 2010 - October 2011
Skills
Collections, Customer Service, Clerical Skills
Education
University of Phoenix 2010 — 2014
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Langston University 2007 — 2009
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Wells Fargo Advisors October 2011 - Present
Education
King's College 2005 — 2007
Associate's degree, Accounting
Inependence High School 2001 — 2005
Wells Fargo Advisors July 2008 - Present
MetLife February 1999 - July 2008
Skills
Risk Management, Organization, Legal Writing, Technical Writing
Education
Lindenwood University 2000 — 2004
Bachelor of Business Administration (BBA), Economics
JHL Capital Group LLC September 2011 - Present
The Goddard School September 2010 - August 2011
Smile Specialists August 2009 - September 2010
Wells Fargo Advisors December 2004 - August 2008
Robert Morris School June 2006 - September 2006
Education
Lehigh University 2005 — 2009
Bachelor of Arts degree, Psychology, Religious Studies
Syracuse University in Florence 2008 — 2008
Italian, Sociology, Alternative Religions and Art History
Wells Fargo Advisors May 2015 - Present
Hilliard Lyons August 2010 - May 2015
Skills
Customer Service, Finance, Microsoft Office
Education
Kellogg Community College
Associate’s Degree, Accounting
Wells Fargo Advisors January 2006 - Present
Verizon Wireless August 2001 - 2006
Skills
Investments, Portfolio Management, Strategic Financial..., Mortgage Lending, Loans, Banking, Retirement Planning, Asset Management, Credit, Financial Analysis, Corporate Finance, Financial Modeling, Capital Markets
Education
Liberty University
Bachelor's degree, Finance, General
U.S. Bancorp Investments, Inc. September 2014 - Present
Rodan and Fields May 2012 - Present
Wells Fargo Advisors March 2001 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Lakeshore Technical College
Associate's degree, Finance, General
Robert W. Baird & Co. July 2013 - Present
CAPTRUST Financial Advisors October 2009 - July 2013
Wells Fargo Advisors February 2005 - October 2009
Bank of America February 2003 - February 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Estate Planning, Investments, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Qualified Retirement..., 401k, Pensions, Non-Qualified Deferred..., Series 7, Series 66
Education
Lenoir-Rhyne University 1998 — 2002
Bachelor of Arts (BA), Business Administration
Prime Care Technologies July 2014 - Present
SunTrust Bank December 2012 - July 2014
Wells Fargo Advisors March 2010 - November 2011
GS July 2007 - December 2009
SUMC October 2007 - February 2008
Skills
Servers, Software Installation, Financial Analysis, Financial Modeling, Financial Markets, Personal Financial..., Banking, Training, Business Development, Laptops, Help Desk Support, Customer Satisfaction, Employee Training, Customer Service, Printers, Coaching, Sales Operations, Mobile Devices, Employee Relations, Financial Reporting, Financial Accounting, Managerial Finance, Financial Services, Project Management, MS Project, Project Coordination
Education
Georgia Gwinnett College 2009 — 2014
Baccalaureate, Finance, MIS
Kennesaw State University 2011 — 2012
Certificate, Project Management
Wells Fargo Advisors September 1990 - Present
E.F. Hutton February 1979 - August 1990
Skills
Asset Allocation, Wealth Management, IRAs, Management, Mutual Funds, Retirement Planning, Insurance, Estate Planning...
Education
Le Moyne College 1970 — 1974
BS, Accounting
TIAA-CREF August 2014 - Present
Wells Fargo Advisors May 2013 - August 2014
Lancaster PA Pride January 2012 - November 2013
RBC Wealth Management August 2009 - May 2013
Central Pennsylvania Gay and Lesbian Chamber of Commerce May 2011 - December 2012
Wells Fargo Advisors November 2002 - August 2009
Ameriprise Financial Services, Inc. September 2000 - November 2002
Skills
Investments, Retirement Planning, Finance, Insurance, Financial Services, Disability Insurance, Leadership, Retirement, 401k Rollovers, Asset Allocation, Fixed Annuities, Life Insurance, Succession Planning, Fixed Income Strategies, Investment Strategies, Multi-generational..., Retirement Plan..., Retirement Savings, Securities, Mutual Funds, Bonds, Variable Annuities, Stocks, Tax-advantaged..., Wealth Preservation..., Business Owner Planning, Deferred Compensation, Financial Analysis, Risk Management, Strategic Planning, Long Term Care Planning
Education
Kutztown University of Pennsylvania 1992 — 1996
Bachelor, Mathematics Education
Hempfield High School 1988 — 1992
UBS April 2013 - Present
Wells Fargo Advisors October 2010 - April 2013
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA, Journalism
Kennesaw State University - Michael J. Coles College of Business
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors November 2013 - January 2015
Scottrade July 2013 - November 2013
Scottrade July 2010 - July 2013
Scottrade February 2008 - July 2010
Skills
Series 7, Series 63, Options, Microsoft Excel, Series 24, Spanish, Finance, Equities, Trading, Financial Services, FINRA, Derivatives, Financial Risk, Options Strategies, Market Risk, Credit Risk, Equity Trading, Equity Derivatives, Banking, Financial Analysis, Financial Reporting, Investments, Mutual Funds, Securities, Corporate Finance, Bloomberg
Education
Lindenwood University
MBA, Finance
Lindenwood University
Bachelor of Business Administration (BBA), International Business
Northern Trust Corporation June 2015 - Present
Upstairs Gallery LLC May 2011 - Present
Northern Trust Corporation September 2014 - June 2015
Northern Trust Corporation July 2011 - September 2014
Wells Fargo Advisors April 2008 - July 2011
Skills
Banking, Financial Analysis, Securities, Producing, Operations Management, Improvisational Comedy, House Management, Account Reconciliation, Trade Finance, Organization, Sense Of Urgency, Communication, Event Planning, Finance, Derivatives, Management, Microsoft Office
Education
Lake Forest College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors April 2011 - September 2014
Gamache & Myers PC May 2006 - April 2013
May Company May 2000 - April 2006
Skills
Investments, Banking, Credit, Securities, Financial Services, Management, Human Resources, Recruiting, Training, Client Services, Liason, Paralegal, Legal, Business, Relationship Management, Client Liaison
Education
Webster University 2008 — 2012
Bachelor's degree, Human Resources Management/Personnel Administration, General
Lincoln University (MO) 1999 — 2000
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors November 2011 - Present
Morgan Stanley May 2005 - November 2011
Merrill Lynch May 2000 - May 2005
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Series 7, IRAs, Financial Advisory, Asset Allocation, Securities, Investment Advisory, Investment Strategies, Series 63, Retirement, Finance
Education
Lees-McRae College
Broad St Property Management April 2011 - Present
Wells Fargo Advisors February 2010 - Present
Education
Liberty University 2005 — 2009
Bachelor of Business Administration (B.B.A.)
PTM Wealth Management, LLC September 2011 - Present
Your Terms Mediation, Divorce On Your Terms, Inc. March 2012 - Present
Wells Fargo Advisors October 2004 - September 2011
Morgan Stanley November 2000 - October 2004
Columbia Records/EMI Music Publishing January 1997 - December 2000
Education
College For Financial Planning 2010 — 2010
Accredited Domestic Partnership Advisor, Financial Planning
International Federation for Retirement Education 2007 — 2007
Certified Retirement Counselor Designation, Retirement Planning
The American College 2005 — 2006
Chartered Financial Consultant
Institute For Divorce Financial Analysts 2005 — 2005
Certified Divorce Financial Analyst, Divorce Analysis
La Salle University 1988 — 1993
B.A., Political Science & English
Archbishop Wood High School
DCC RENTALS LLC & MEMPHIS BUY and HOLD 2005 - Present
Wells Fargo Home Mortgage July 2012 - October 2013
Wells Fargo Advisors November 2010 - July 2012
Wells Fargo January 2002 - November 2010
Skills
Finance, Banking, Underwriting, Loans, Financial Risk, Renovation, Rehabbing, Investment Properties, Investment Advisory, Real Estate, Sales, Investments, Mortgage Lending, Credit, Real Estate Transactions, Customer Service
Education
LeMoyne-Owen College 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Riverview Elemantary 1984 — 1990
Bachelor of Business Administration (BBA), Management and Finance
U.S. Bancorp, Inc June 2012 - Present
Wells Fargo Advisors August 2011 - June 2012
Edward Jones July 2006 - August 2011
Financial Advisor January 2003 - July 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Series 7, Series 63, Series 24, series 9/10, Life & Health Insurance..., Series 65
Education
Lincoln University in Missouri 1999 — 2002
Bachelor of Applied Science (B.A.Sc.), Marketing, 3.25 GPA
Wells Fargo Advisors August 2003 - Present
Merrill Lynch February 1996 - August 2003
First Interstate Bank of WA, NA January 1982 - January 1996
Skills
Investments, Finance, Financial Advisory,..., Financial Planning...
Education
Lewis and Clark College 1975 — 1980
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Advisors December 2005 - Present
Skills
Financial Advisor
Education
Kent State University - Graduate School of Management 1967 — 1973
BBA and MBA, Finance and Economics
Sonos, Inc. June 2014 - Present
Lafayette College August 2013 - May 2014
ESPN August 2013 - August 2013
Santa Barbara Polo and Racquet Club May 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Holguin, Fahan, and Associates, Inc. May 2010 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Stata, Organization, Team Leadership, Time Management, Strategic Planning, Social Media, Social Media Marketing, Outlook
Education
Lafayette College 2010 — 2014
Bachelor of Arts (BA), Economics, Senior
Wells Fargo Advisors August 2015 - Present
Wells Fargo March 2014 - Present
Kunes Country Auto Group February 2012 - February 2014
BMO Harris Bank f/k/a M&I Bank August 2011 - February 2012
Timber-lee Ministries August 2010 - September 2011
Skills
Team Building, Sales, Public Speaking, Negotiation, Automotive, Vehicles, Customer Service, Team Leadership, Continuous Improvement, Teaching, Community Outreach, Automobile, Business Planning, Leadership Development, Coaching, Management, Training, Time Management, Banking, Risk Management, Loans, Credit, Leadership, Customer Satisfaction
Education
Liberty University 2008 — 2010
Youth Ministry
People's United Bank June 2013 - Present
Foundation Source November 2012 - April 2013
AXA Advisors June 2012 - October 2012
Wells Fargo Advisors January 2012 - May 2012
MBI Inc. November 2011 - December 2011
Legg Mason June 2010 - August 2010
Skills
Thompson One, Investments, Financial Analysis, Sunguard WealthStation, Customer Service, HP Quality Center, PowerPoint, Financial Reporting, Bloomberg, Series 7, Analysis, Outlook, Mutual Funds, Microsoft Office, Excel, Word, Business Analysis, Finance, Asset Managment, Accounting, Public Speaking
Education
La Salle University - School of Business Administration 2008 — 2011
Bachelors, Finance
Fairfield College Preparatory School 2004 — 2007
Wells Fargo Advisors 1994 - Present
J.C. Bradford and Co. 1987 - 1994
Merrill Lynch 1980 - 1987
Skills
Retirement Planning, Investments, Finance, Wealth Management, Financial Analysis, Risk Management, Management, Financial Advisory, Series 63
Education
University of Nevada-Las Vegas 1974 — 1976
MAED, Education
Lewis and Clark College 1971 — 1974
Bachelor of Arts (B.A.), English/Education
Enterprise Rent-A-Car June 2014 - Present
Enterprise Rent-A-Car 2007 - Present
Enterprise Rent-A-Car February 2009 - December 2011
ENTERPRISE RENT-A-CAR – January 2008 - January 2009
Wells Fargo Advisors June 2007 - February 2008
Wells Fargo– ARNOLD, MO January 2007 - January 2008
Skills
Project Management, Preparation Of Reports, Marketing Strategy, Marketing, Sales, Computer savvy, Customer Satisfaction, Schedule Control, Accounts Receivable, Market Planning, Business Analysis, Leadership, Coaching, Employee Training, Development Of Employees
Education
Lindenwood University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southeast Missouri State University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Lutheran High School North 1999 — 2003
General
Southeast Missouri State University
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors, LLC September 2012 - Present
Wells Fargo Advisors, LLC October 2011 - September 2012
S & J Remodeling May 2006 - September 2011
Earthmind January 2011 - May 2011
Skills
Excel, Economic Research, Outlook, Risk Management, Mortgage Lending, Asset Allocation, Retirement Planning, IRA Rollovers, College Planning, 401k Planning, Strategic Planning, 401k Rollovers, Retirement Plan..., Event Planning
Education
Kent State University 2006 — 2011
Bachelor of Business Administration, Finance and Economics
Saint Ignatius High School 2002 — 2006
Wells Fargo Advisors January 2011 - Present
Wachovia Securities May 2007 - December 2010
A.G. Edwards March 2001 - May 2007
A.G. Edwards April 1994 - March 2001
Boeing September 1980 - April 1994
Skills
Series 7, Series 66
Education
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), Political Science and Government
Lindenwood University
Master's degree, Marketing
Wells Fargo Advisors December 2009 - Present
Wachovia Securities May 2007 - December 2009
Skills
Accounting, Financial Analysis, Strategic Financial..., Financial Reporting, Account Reconciliation, Finance, Financial Modeling, Financial Accounting, Accounts Payable, Accounts Receivable, Auditing, General Ledger, Banking, Microsoft Excel, Variance Analysis, Financial Statements, Internal Controls, Investments, Cash Management, Access
Education
Lindenwood University 2009 — 2011
Bachelor of Business Administration (B.B.A.)
Southwestern Illinois College 2001 — 2004
Associate of Science (AS)
Michigan Educational Special Services Association September 2013 - Present
Michigan Economic Development Corporation June 2013 - August 2013
Ingham Intermediate School District December 2012 - June 2013
Wells Fargo Advisors November 2012 - December 2012
Michigan State Senate October 2012 - November 2012
Michigan Army National Guard January 2009 - January 2010
United States Army August 2002 - January 2009
United States Army August 2002 - January 2009
United States Army August 2002 - January 2009
GameStop 2002 - 2002
Skills
Amateur Photographer, Android, Apple Aperture, Apple Safari, Blackberry, Computer Assembly, Computer Building, Computer Diagnostics, Computer Hardware, Computer Hardware..., Computer Repair, Consumer Electronics, CSS, Document Creation, Digital Photography, Firefox, Google Calendar, Google Chrome, Google Docs, Hardware Diagnostics, Home Networking, HTML5, iMovie, Internet Explorer, iPhone, iPhoto, iTunes, iWork, Java, Mac OS X, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Photography, PowerPoint, Python, Software Repair, Spanish-speaking, Spyware, Team Leadership, Video Games, Virus Removal, Visual Basic, Visual Studio, Windows 7, Wireless Networking, Troubleshooting, Technical Support, Windows Vista
Education
Lansing Community College 2009 — 2013
Associate of Business, Computer Support Specialist, 3.24
J.W. Sexton High School 1997 — 2001
High School Diploma, Computer Science
Wells Fargo Advisors March 2013 - Present
Edward Jones March 2002 - March 2013
US Navy January 1995 - January 2001
Skills
401k Rollovers, Retirement Planning, Investments, Financial Services, Traditional Ira and..., Risk Management and...
Education
Kent State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance
Wells Fargo Advisors 1989 - 2012
Shearson Lehman Brothers 1974 - 1989
Skills
Office Administration, Operations Management, Customer Service, Compliance, Project Management, Account Reconciliation, Trading, Human Resources, Interviews, Onboarding, Proofreading, Writing, Relocation, Disaster Recovery, Microsoft Word, Microsoft Excel, PowerPoint
Education
University of Oregon 1972 — 1974
General Social Science
Lane Community College 1970 — 1972
General Studies
North Eugene High School
Merrill Lynch 2006 - Present
Merrill Lynch February 2006 - February 2009
Wells Fargo Advisors January 2003 - February 2006
UBS Wealth Management October 1998 - January 2003
PaineWebber October 1996 - October 1998
AXA August 1994 - June 1996
Skills
Asset Allocation, Investment Advisory, Mutual Funds, Investment Strategies, 401k, Retirement Planning, Investment Management, Retirement, Estate Planning, Investments, Asset Managment, Fixed Income, Strategic Financial..., Portfolio Management, Relationship Management, Financial Services, Series 7, Insurance, Financial Analysis, Financial Modeling
Education
King's College 1990 — 1994
BS International Business, Minors in Econ and Political Science
Cresap, Inc. May 2011 - Present
Philadelphia Securities Association 1990 - 2012
Wells Fargo Advisors 2000 - 2010
Prudential Financial 1985 - December 1995
Thomson McKinnon 1970 - 1985
J W Sparks & Co 1950 - 1970
Skills
Fixed Income, Investments, Asset Managment, Asset Allocation, Valuation, Equity Portfolio..., Investment Strategies, ETFs, Series 63, Series 7, Investment Management, Securities, Wealth Management, Investment Advisory, Finance, Mutual Funds, Hedge Funds, Alternative Investments, Retirement Planning, Bloomberg, Asset Management
Education
Lafayette College 1945 — 1950
Bachelor's degree, Economics
Lower Merion High School 1942 — 1945
High School, College Prep
Marina Financial and Insurance Services August 1997 - Present
Glendale Federal Bank June 1993 - August 1997
Wells Fargo Advisors January 1989 - May 1993
Skills
401k Rollovers, Retirement Planning, Annuity, Insurance, Annuities, Retirement, IRA's, Notary Public, Estate Planning, IRAs, Fixed Annuities, 401k, Finance, Strategic Financial...
Education
Kent State University 1982 — 1986
Bachelor Of Business Administration, Finance
Brush High School
Wells Fargo Advisors June 2008 - Present
Skills
Series 7, Series 24, Series 63, Wealth Management, Retirement Planning, Securities, Mutual Funds, Retirement, Management, Portfolio Management
Education
Lindenwood University
Bachelors of Science, Business Administration
Missouri Western State University
Associates, Criminal Justice
Wells Fargo Advisors April 1996 - Present
Wachovia Securities Financial Network April 1996 - April 2009
MerrillLynch June 1980 - April 1996
United States Marine Corps August 1968 - June 1980
Skills
Investments, Finance, Retirement Planning, Asset Allocation, Risk Management, Securities, Public Speaking, Tactical Asset..., Business-owner Planning, Wealth Preservation..., Tax-efficient Planning, 401k Rollovers, Insurance, Estate Investment...
Education
Knox College 1964 — 1968
BA, History
Royal Paladin Group, LLC securities offered through First Allied Securities, Inc. April 2010 - Present
Wells Fargo Advisors January 2003 - April 2010
A.G. Edwards September 1992 - January 2003
Parker/Hunter May 1989 - September 1992
Education
Lake Erie College 1984 — 1986
MBA, Business
Miami University 1980 — 1984
Business Finance, Finance
Western Reserve Academy 1976 — 1980
Lawson Winchester Wealth Management, An Independent Firm March 2014 - Present
Wells Fargo Advisors April 2010 - March 2014
SunTrust Investment Services August 2003 - March 2010
Skills
Securities, Wealth, Investments, Finance, Investment Management, Financial Services, Portfolio Management, FINRA, Wealth Management, Retirement Planning, Series 63, Series 7, Mutual Funds, Wealth Management...
Education
Lee University 1983 — 1988
Wells Fargo Advisors November 2001 - Present
UBS January 1996 - November 2001
Prudential Securities September 1990 - November 1996
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3, Series 31, Life Insurance, Retirement Planning, Asset Allocation
Education
La Salle University 1988 — 1992
Bachelor of Business Administration (BBA)
Moody's Analytics April 2015 - Present
Moody's Shared Services January 2014 - April 2015
Toll Brothers June 2012 - December 2013
Toll Brothers July 2010 - June 2012
Wells Fargo Advisors June 2009 - August 2009
Wachovia Securities, LLC May 2008 - August 2008
Wachovia Securities, LLC May 2007 - August 2007
Skills
Account Management, Renewal Retention, Attrition Reduction, Credit, Direct Sales, Salesforce.com, Client Expectations..., Financial Analysis, Financial Modeling, M&A experience, Microsoft Office, Financial Markets, Excel, Word, PowerPoint
Education
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science, Finance (with Real Estate track)
Wells Fargo Advisors November 2014 - Present
Northwest St. Clair County Fire Protection District September 2003 - Present
Wells Fargo Advisors April 2008 - October 2014
A. G. Edwards & Sons September 2005 - April 2008
Edward Jones October 2002 - September 2005
Edward Jones April 1999 - October 2002
Skills
Series 7, FINRA, Series 24, Compliance Testing, Auditing, Internal Controls, Financial Services, Management, Securities, Series 63, Leadership, Investments, Risk Management, Wealth Management, Mutual Funds, Banking, Finance, Retirement Planning, Portfolio Management
Education
Lindenwood University 2007 — 2008
Masters, Business Administration
Southern Illinois University, Edwardsville 1993 — 1998
BS, Business Economics
Ally Financial Inc. June 2011 - Present
Wells Fargo May 2010 - June 2011
Wells Fargo Advisors December 2008 - April 2010
Regions Bank March 2007 - October 2008
Ford Motor Credit Company August 1997 - February 2007
Ford Motor Credit Company January 1997 - January 2007
Ford Motor Credit Company 1997 - 2007
Samuel B January 2001 - January 2002
Ford Motor Credit Co. January 2000 - January 2001
Ford Motor Credit Co. January 1997 - January 2000
Skills
Financial Analysis, Credit, Portfolio Management, Sales Operations, Finance, Loans, Credit Analysis, Management, Risk Management, Financial Risk, CRM, Credit Risk, Leadership, Commercial Lending, Process Improvement, Sales, Investments, Mortgage Lending, Underwriting, Analysis, Training
Education
King College 1993 — 1995
Bachelor of Arts, Business; Accounting
King College 1993 — 1995
Bachelor of Arts, Business; Accounting
King University 1993 — 1995
Bachelor, Business/Accounting
Wells Fargo Advisors October 2012 - Present
Unisys February 2011 - February 2013
TEKsystems December 2009 - February 2011
TES - The Employment Solution April 2009 - November 2009
Enterprise Rent-A-Car February 1998 - October 2008
SCS/Compute, Inc. July 1993 - October 1997
Texas Instruments 1981 - 1993
Skills
Data Warehousing, ETL, SDLC, SQL, Business Analysis, Requirements Analysis, Visio, Business Intelligence, Databases, Project Management
Education
Lindenwood University 1981 — 1988
BS, Business Adminstration
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase & Co. April 2014 - January 2015
JPMorgan Chase & Co. May 2013 - April 2014
JPMorgan Chase & Co. October 2012 - May 2013
Wells Fargo Advisors April 2012 - October 2012
Mount Airy Casino January 2011 - April 2012
Enterprise Rent-A-Car May 2010 - April 2011
Skills
Customer Service, Microsoft Office, Sales, Management, Marketing, Leadership
Education
Kutztown University of Pennsylvania 2007 — 2011
B.S.B.A, Marketing / Management
Voya Financial February 2015 - Present
Smith's Landscape Nursery August 2014 - January 2015
Wells Fargo Advisors January 2014 - May 2014
RGS Landscape May 2010 - October 2013
Belk August 2012 - November 2012
Skills
Finance, Financial Analysis, Financial Accounting, Internal Audit, Sarbanes-Oxley Act, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Community Service, Teamwork, Social Networking, Sales
Education
Kennesaw State University 2011 — 2015
Working on Bachelor's Degree in Finance, Accounting and Finance, 3.06 overall GPA, 3.18 major GPA
Harrison High School 2007 — 2011
High School Diploma, Graduated with Honors and Advanced Placement Courses
Fulmont Mutual Insurance Company January 2013 - Present
Wells Fargo Advisors March 2012 - November 2012
Credit Suisse September 2009 - March 2012
Skills
Retirement Planning, Insurance, Investments, Financial Planning, Wealth Management, Retirement, Mutual Funds, Life Insurance, Portfolio Management, Fixed Annuities
Education
Le Moyne College 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Bank of America Merrill Lynch December 2014 - Present
State Farm Agent February 2014 - November 2014
Finance May 2012 - January 2014
Wells Fargo Advisors April 2011 - May 2012
Silverback Management Services February 2010 - April 2011
CELEST*Air 2008 - 2010
Styro Systems Inc January 2001 - December 2008
GenFlex Roofing Systems April 1995 - March 1999
The Dow Chemical Company May 1985 - April 1995
Skills
Strategic Planning, Contract Negotiation, New Business Development, Account Management, CRM, Leadership, Strategy, Business Development, Cross-functional Team..., Entrepreneurship, Management, Business Planning, Sales Operations, Marketing, Sales, Start-ups, Selling, Sales Management, Business Analysis
Education
Kennesaw State University 1989 — 1992
MBA, Information Systems
Kennesaw State University 1982 — 1985
Bachelors, Marketing with minor in Management
HH Dow High School 1979 — 1981
Diploma, Diploma
Wells Fargo Advisors April 2015 - Present
PNC August 2014 - April 2015
Enterprise Rent-A-Car May 2013 - June 2014
Allstate June 2011 - March 2013
Skills
Communication, Team Leadership, Sales, Branch Banking, Customer Service, Banking, Credit, Loans, Public Speaking, Leadership, Finance, Relationship Management, Retail Banking, Investments, Consumer Lending
Education
Liberty University 2015 — 2017
Bachelor’s Degree, Financial Planning
Stanford Continuing Studies
Certificate, Economics
University of North Carolina at Chapel Hill
Economics
Agio International February 2015 - Present
Ashley Furniture Homestores October 2014 - February 2015
Overton Family Partnership May 2014 - January 2015
Chick-fil-A Restaurants January 2014 - May 2014
Chick-fil-A Restaurants August 2012 - January 2014
Wells Fargo Advisors May 2012 - August 2012
Skills
CAD, Hand Drafting, Customer Service, Time Management, PowerPoint, Microsoft Office, Teamwork, Social Media, Customer Satisfaction, Enthusiasm to learn, Highly motivated..., Critical Thinking, Leadership, Communication, Flexibility
Education
Liberty University 2010 — 2014
Bachelor's Degree, Interior Design
Wells Fargo Advisors 1995 - Present
Skills
Fixed Annuities, Banking, Strategic Financial..., Retirement Planning, Asset Allocation, Annuities, Brokerage Services, Common & Preferred..., Custom Portfolios, Exchange Traded funds, Fee Based Management, Tax Prefered Muni bonds, Ira's and Keogh Plans, Equity Portfolio..., Estate Planning, 401k Rollovers, Portfolio Management, Investment Strategies
Education
Kennesaw State University 2008 — 2010
Master of Business Administration (MBA), International Business
Oglethorpe University 1991 — 1993
BBA, Marketing/Economics
Wells Fargo Advisors August 2012 - Present
SunTrust Bank July 2008 - August 2012
BB&T August 2002 - August 2008
Skills
Customer Service, Finance, Financial Advisory, Team Building, Retirement Planning
Education
Lee University 2002 — 2006
Bachelor of Science (B.S.), Accounting
Wells Fargo Advisors July 2014 - Present
Private Residence May 2012 - Present
Hallmark Cards September 2009 - January 2014
Law Office of Thomas Fields May 2011 - August 2011
Open Meadow September 2010 - April 2011
Skills
Time Management, Customer Service, Sales, Food, Merchandising, Visual Merchandising, Retail, Cooking, Retail Sales, Store Management, Inventory Management, Cashiering, Facebook, Loss Prevention, Marketing, PowerPoint, Sales Operations, Social Media, Leadership, Trend Analysis
Education
Lewis and Clark College 2010 — 2013
Bachelor of Arts (BA), Economics
Wells Fargo Advisors April 2015 - Present
SunTrust October 2013 - February 2015
PNC August 2012 - September 2013
Bank of America May 2003 - August 2012
Ferguson Enterprises June 1994 - September 2002
Skills
Investment Advisory, Banking, Mortgage Lending, Branch Management, Commercial Lending, Lines Of Credit, Consumer Lending, Credit, Loans, Retail Banking, Credit Analysis, Small Business Lending, Loan Origination
Education
Kennesaw State University
Bachelor of Science (B.S.), Political Science with Business Administration
Independent Consultant May 2008 - Present
Wells Fargo Advisors February 2014 - August 2015
Capital One August 2014 - February 2015
Wells Fargo Brokerage August 2013 - July 2014
Capital One July 2011 - October 2013
Capital One August 2010 - July 2011
Capital One May 2009 - May 2010
Capital One May 2008 - May 2009
Cavalier Telephone June 2006 - November 2007
Cavalier Telephone April 2005 - June 2006
Skills
Project Management, Vendor Management, Data Center, Telecommunications, Integration, Business Analysis, SDLC, Disaster Recovery, Program Management, Process Improvement, Team Leadership, VoIP, Unix, Cross-functional Team..., Visio, Active Directory, Servers, Enterprise Architecture, IT Management, Enterprise Software, Infrastructure, Technical Support
Education
Liberty University 2007 — 2011
MA, Business Mgt & Leadership
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors July 2012 - March 2015
Wells Fargo Advisors June 2011 - July 2012
Wells Fargo Advisors July 2008 - June 2011
Macy's Midwest October 2004 - May 2008
NovaStar Home Mortgage October 2001 - July 2004
Skills
Microsoft Excel, Training, Access, Project Planning, Program Management, Management, Leadership, Budgets, Strategy, Time Management
Education
Lindenwood University 2015 — 2016
Master of Science in Administration (MSA), Project Management
Lindenwood University 2012 — 2015
Bachelor of Business Administration (B.S.)
Wells Fargo Advisors August 2002 - Present
Merrill Lynch August 1992 - August 2002
Skills
Asset Allocation, Management, 401k, Retirement, Financial Planners, Sales, Investment Advisory, Investments, Wealth, Financial Services, Financial Advisory
Education
Lesley College
Lesley University
Wells Fargo Advisors 2010 - Present
LAMC October 2001 - January 2010
Progressive Insurance 1988 - 1995
Equifax 1986 - 1988
Education
Kennesaw State University - Michael J. Coles College of Business 1998 — 2000
MBA, Finance
Mississippi State University - College of Business and Industry
BBA, Marketing
Wells Fargo Advisors January 1996 - Present
Legg Mason 1987 - 1996
Johnson Matthey 1984 - 1987
Bethlehem Steel Corporation 1973 - 1984
PA Department of Environmental Resources 1971 - 1973
Education
Lehigh University 1973 — 1975
MBA
Lehigh University 1967 — 1971
BS, Chemical Engineering
Wells Fargo Advisors February 2014 - Present
Wells Fargo June 2004 - Present
Wells Fargo Advisors July 2008 - February 2014
Wachovia, A Wells Fargo Company June 2004 - July 2008
Wachovia November 2003 - June 2004
Options Clearing Corporation February 2000 - December 2002
Ajilon Consulting September 1998 - January 2000
AAL (now Thrivent Financial for Lutherans) January 1998 - September 1998
Skills
DB2, Requirements Analysis, SDLC, Autosys, Data Modeling, Visio, Securities, Metadata Management, Access, MS Project, SQL, Business Analysis, Data Warehousing, Quality Assurance, SQL Server, Data Analysis, Excel, Requirements Gathering, Customer Relations, Systems Analysis, Unix, Data Management, AIX, Documentation, Mentoring, HTML, Application Development, Microsoft Excel, Agile Methodologies, Agile & Waterfall..., SAS programming, SharePoint, Oracle, Database Design, Business Requirements, Software Documentation, Microsoft SQL Server, Software Development, ETL, Databases, Shell Scripting, Testing, Financial Services, Software Project..., Leadership, Analysis
Education
Lewis University 1999 — 2001
Bachelor of Arts, Business Administration
Northeast Wisconsin Technical College 1996 — 1998
Associates Degree, Programmer Analyst CIS
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors, LLC January 2012 - March 2014
NutraMetrix January 2009 - January 2012
Market America March 1985 - January 2012
Marquita Auffenberg, Landscape Architect January 1985 - January 2012
Doncaster Extraordinary Clothing for Extrarodinary Women December 2006 - February 2009
Bank of America September 2004 - October 2005
Stifel Nicolaus October 1988 - October 1989
Merrill Lynch October 1987 - October 1988
Benedict Sutherland Dusterberg October 1983 - October 1985
Skills
Design, Public Speaking, Microsoft Office, PowerPoint, Customer Service, Small Business, Marketing, Sales, Team Building, Microsoft Excel, Social Media, Coaching, Microsoft Word, Entrepreneurship, Event Planning, Social Networking, Retail, Social Media Marketing, Marketing Strategy, Strategic Planning, Research, Non-profits, New Business Development, Sales Management, Leadership
Education
Landmark Education 1992 — 2011
Curriculum for Living, Breakthrough Technology
University of Virginia 1973 — 1978
B.S., Landscape Architecture
Villa Duchesne 1969 — 1973
High School
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors April 2008 - March 2013
Wells Fargo Advisors April 2004 - April 2008
Mesirow Financial June 1997 - April 2004
Ibbotson Associates June 1995 - June 1997
Skills
Series 7, Wealth Management, Series 63, Series 65, Mutual Funds, Asset Allocation, Investment Advisory, Investments, Retirement Planning, Alternative Investments, Securities, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Strategic Financial..., Retirement, Practice Management, Leadership, Public Speaking, Business Strategy, Product Development, Entrepreneurship, Certified Financial...
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Securities Industry Institute (Sponsored by SIFMA), Investments and Securities
Western University 1994 — 1995
MA, Economics
Lake Forest College 1990 — 1994
BA, Economics and International Relations
Creditsafe USA July 2015 - Present
Creditsafe USA April 2015 - June 2015
Dun & Bradstreet September 2014 - April 2015
Wells Fargo Advisors February 2012 - July 2013
Millard Refrigerated Services October 2011 - September 2012
Wells Fargo January 2006 - March 2011
NCO Financial Systems November 2003 - December 2005
Skills
Team Leadership, Team Building, Customer Service, Leadership, Sales Process, Management, Coaching, Sales, Social Media Marketing, Lead Generation, Public Speaking, Advertising, Cold Calling, Microsoft Excel, Process Improvement, Microsoft Office, Budgets, Microsoft Word, PowerPoint
Education
Lehigh Carbon Community College 2005 — 2009
Associate's degree, Business, Management, Marketing, and Related Support Services
Libery high school 2000 — 2004
Diploma
Centene Corporation April 2012 - Present
St. Louis Catholic Academy January 2011 - Present
Stereotaxis February 2012 - April 2012
Wells Fargo Advisors July 2011 - January 2012
City of Dellwood May 2011 - August 2011
AT&T January 2010 - January 2011
AT&T March 2009 - January 2010
AT&T June 2008 - March 2009
Bearing Point April 2008 - June 2008
Macy's Midwest November 2005 - April 2008
Skills
Data Analysis, Databases, Data Warehousing, Data Mining, Data Modeling, Business Strategy, Business Analysis, Business Intelligence, Teradata, Crystal Reports, Social Media, Problem Solving, Social Networking, Quality Assurance, Quantitative Analytics, Requirements Gathering, SDLC, Security Clearance, Leadership, Team Leadership, Ad Hoc Reporting, Planning Budgeting &..., Project Management, Project Planning, MS Project, MS Excel Pivot Tables, Programming Languages, SQL Server Management..., WordPress, Joomla, phpMyAdmin, Drupal, Twitter, Requirements Analysis, SharePoint, Integration, Access, Database Administration, Software Documentation, Visio, Microsoft SQL Server, Program Management, Servers, SQL, Testing, Analysis, User Acceptance Testing, Business Requirements, Business Objects, Management
Education
Webster University 2014 — 2015
Master of Science (MS), Cybersecurity
Lindenwood University 2006 — 2007
MBA, Information Technology Project Management
University of Missouri-Saint Louis 2002 — 2005
Bachelor of Science, Management Information Systems
Hazelwood Central
Element Partners December 2012 - Present
PolitiClout, LLC October 2011 - September 2014
Peachtree Settlement Funding July 2012 - December 2012
Gambier Coach May 2011 - June 2012
Kenyon College May 2011 - May 2012
Dick Clark Productions June 2011 - August 2011
Wells Fargo Advisors May 2011 - August 2011
Encounter Books May 2010 - August 2010
Wrek Clothing August 2006 - August 2009
Skills
Financial Modeling, Research, Financial Analysis, Data Analysis, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Economics, Investments, Analytics, Investment Management, Statistics, Microsoft Word, Equities, Non-profits, Fundraising, Social Media, Editing, Entrepreneurship, Private Equity, Outlook, Venture Capital, Valuation, Market Research
Education
Kenyon College 2008 — 2012
Bachelor of the Arts, Economics Major/Public Policy Concentration
Stockholm University 2010 — 2011
Economics
The Haverford School 2001 — 2008
PwC Mongolia November 2012 - Present
Institute of Finance and Economics March 2013 - May 2014
Wells Fargo Advisors April 2012 - October 2012
Lindenwood University's Spirits and Supplies Shoppe January 2011 - December 2011
Oyu Tolgoi LLC April 2010 - December 2010
Skills
Excel, Word, Microsoft Office, PowerPoint, Problem Solving, Accounts Payable, Outlook, Data Entry, Access, Invoicing, Customer Relations, English, Databases, Windows, Non-profits, Accounting, Microsoft Excel, Eudora, Beta Management, Microsoft Word, Auditing, Customer Service, Management, Financial Analysis, Analysis, Accounts Receivable, Account Reconciliation, Budgets, General Ledger, Financial Reporting, Bookkeeping, System Administration, Business Planning, SAP, Teamwork, Managerial Finance, Payroll, Financial Statements, GAAP, Tax, QuickBooks, Internal Controls, Finance, Financial Modeling, Forecasting, Sarbanes-Oxley Act, Corporate Finance, US GAAP, Big 4
Education
Lindenwood University 2011 — 2012
Master of Business Administration (MBA), Accounting, 3.9
Institute of Finance and Economics 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 3.65
Wells Fargo Advisors 2013 - Present
The Judge Group 2010 - 2011
Convergys August 2006 - May 2010
Hussmann Ingersoll Rand 2005 - 2006
Skills
Talent Acquisition, Recruiting, Benefits Negotiation, Technical Recruiting, Process Improvement, Screening Resumes, Screening, Interviews, Human Resources, Sourcing, College Recruiting, Internet Recruiting, Staffing Services, Onboarding
Education
Webster University 2009 — 2012
MA, Human Resources Development
Lawrence Technological University 1988 — 1993
BSBA, Human Resource Mangement
Gremln.com September 2015 - Present
ARIA Consulting LLC December 2014 - September 2015
Wells Fargo Advisors 2010 - 2014
Experian 2010 - November 2010
Scottrade, Inc. February 2006 - February 2010
Olin Business School 2007 - 2009
Charter Communications 2005 - 2006
Lindenwood University 2003 - 2006
Parago March 2004 - October 2005
Maritz Loyalty Marketing 1999 - 2004
Education
Wharton School of Business 2011 — 2014
Securities Industry Institute Program, Finance and Financial Management, Leadership
Lindenwood University 1996 — 1998
MBA (Masters of Business Administration), Marketing and Finance Focus
Missouri State University 1989 — 1993
Bachelor of Science in Business Administration (BSBA), Emphasis: Marketing, Finance, General Business
Saint Louis University 2001 — 2016
PhD. Candidate, Interdisciplinary Studies: Communications, Marketing and Public Policy
Christian Brothers College High School (CBC) St. Louis, MO
Oracle March 2015 - Present
BMC Software December 2012 - March 2015
KnowledgeTree Inc. August 2012 - November 2012
Self Employed - Sales October 2011 - November 2012
Wells Fargo Advisors 2009 - 2011
BB&T 2008 - 2009
Edward Jones 2006 - 2008
Covidien (formerly Tyco Healthcare) 2003 - 2006
Other Relevant Experience 1999 - 2003
Skills
Business Development, Consultative Sales..., Closing Deals, CRM, B2B Sales, Direct Sales, Collaborative Problem..., Negotiation, Professional Networking, Project Management, Cross Functional Team..., Teaching, Corporate Training, Microsoft Office, Microsoft Access, SaaS, Software Solution Sales, Salesforce.com, B2B, Deal Closure, Business Networking, Cloud Computing, Leadership, Sales, Selling, Sales Operations, New Business Development, Team Building, Cold Calling, Account Management, Lead Generation, Marketing, Strategy, Networking, Enterprise Software, Operations Management, Sales Management, Management, Sales Process, Cross-functional Team..., Management Consulting, Process Improvement, Solution Selling, Coaching, Consulting, Telecommunications, Strategic Partnerships, Human Resources, Analysis, Executive Management
Education
Liberty University 1996 — 1999
Bachelor of Science
Commonwealth of Massachusetts, Department of Public Utilities January 2010 - Present
State of New Hampshire, Public Utilities Commission February 2007 - January 2010
Wells Fargo Advisors January 2006 - January 2007
Skills
Policy, Public Policy, Analysis, Economics, Investments, Legal Writing, Government, Policy Analysis, Data Analysis, Energy Policy, Finance, Utility Regulation
Education
Simmons College - Simmons School of Management 2001 — 2003
MBA, Economics & Investments
Lasell College 1994 — 1998
Bachelor of Science, Business Administration
Ameriprise Financial Services, Inc. August 2013 - Present
CML Wealth Management October 2011 - August 2013
Wells Fargo Advisors January 1993 - May 2011
Skills
Fully bilingual English, Insurance, Mutual Funds, Retirement, Wealth Management, Asset Management, Retirement Planning, Asset Allocation, Series 7, Investment Advisory, Fixed Annuities
Education
Liberty University 1986 — 1991
Bachelor of Science (BS), Business Administration and Management, General, 3.2 GPA
Wells Fargo Advisors September 2014 - Present
Wells Fargo September 2006 - September 2014
Skills
Wealth Management, Series 7, Series 66, Investment Banking, Relationship Management, Estate Planning, Sales, Credit, Banking, Sales Management, Portfolio Management, Customer Service, Account Management, Mortgage Banking, Credit Analysis, Call Centers, Underwriting, Loan Origination, Retail Banking, Cold Calling, Sales Operations, Direct Sales, Customer Retention
Education
Liberty University 2011 — 2014
Bachelor's degree, Finance
University of Phoenix 2009 — 2011
Associate of Science (AS)
Moore Financial Partners March 2014 - Present
Wells Fargo Advisors December 2012 - March 2014
Cedar Valley Financial Group July 2012 - January 2013
MetLife Financial Services May 2009 - July 2012
Thomas L. Cardella & Associates January 2008 - May 2009
TMone May 2007 - January 2008
Skills
Retirement Planning, Sales, Wealth Management, Disability Insurance, Long Term Care Insurance, Investment Advisory, Estate Planning, Roth IRA, Retirement, Life Insurance, 401k Rollovers, SEP IRA, Simple IRA, 401k, Executive Benefit..., Alternative Investments, College Education..., Traditional IRA, 529 Plans, 403 b, Mutual Funds, Closed-end Funds, Stock Trading, Municipal Bonds, Options Strategies, Unit Investment Trusts, Series 7, Series 66, IRAs, Financial Advisory, MLP, Investments, Securities, FINRA, Portfolio Management, Financial Services
Education
University of Iowa 2005 — 2007
B.A. International Studies & Entrepreneurship Certificate
Kirkwood Community College 2001 — 2004
Associate of Arts (A.A.)
The American College
Designation: 2010 - Present
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors December 2014 - April 2015
McMaster-Carr August 2013 - September 2014
Internal Revenue Service November 2012 - October 2013
Virginia Military Institute August 2011 - December 2011
United States Department of Defense July 2010 - August 2010
Skills
Copy Typing, Copy Editing, Social Media Marketing, Contractual, International Relations, Spanish-speaking, Technical Writing, Literary Criticism, Microsoft Excel, Government..., IRS, Tax Law, Government Experience, Government Liasioning, Military Communications, Embassies, International..., Foreign Tax Credit, Tax-planning, Foreign Operations, International Research, Literary Writing, Literary Editing, Structural Editing, Stylistic Editing, Contract Management, Management, Air Force, Team Building, Strategic Communications, Spanish, Military, Customer Service, Public Speaking, Leadership, Research, Analysis
Education
Liberty University 2014 — 2015
Masters of Human Services Counseling, Military Resilience
Virginia Military Institute 2008 — 2012
Bachelor of Arts (B.A.), English & Writing
Yourway Transport September 2014 - Present
Wells Fargo Advisors 2010 - 2013
Skills
Distribution experience..., •Pharmaceutical..., •Experience of..., Familiarity with MS..., Knowledge of Clinical..., Ability to manage..., Well organized & highly..., Demonstrates initiative..., Customer Service, Sales
Education
Lehigh Carbon Community College 2008 — 2010
Associate's degree, Business/Commerce, General
Emmaus High School 2003 — 2007
Wells Fargo Advisors February 2013 - Present
Liberty Bank N.A. January 2010 - February 2013
Liberty Bank, N.A. August 2007 - January 2010
Skills
Credit, Customer Service, Leadership, Event Planning, Time Management, Sales, Sales Management, Cash Management
Education
Lee University 2003 — 2007
Bachelor of Science, Business Administration
Wells Fargo Advisors January 2000 - Present
Skills
Retirement Planning, Retirement, 401k, Risk Management, Financial Advisory, Securities, Asset Allocation, Mortgage Lending, Mutual Funds, Life Insurance, Fixed Annuities, Pensions, Investments
Education
Liberty University 2012 — 2014
Bachelor's Degree, Finance and Financial Management Services
Belmont University 1999 — 2001
Business Finance
UCLA 1995 — 1996
Theater, Film, Television/Business Finance
Bowie High School 1991 — 1995
Wells Fargo Advisors June 2015 - Present
Docherty Agency August 2013 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Leadership, Time Management
Education
Kent State University 2013 — 2017
Accounting
Poland Seminary High School 2010 — 2013
Olin Corporation October 2013 - Present
Olin Corporation February 2011 - October 2013
Wells Fargo Advisors January 2010 - February 2011
Skills
Troubleshooting, Unix, IBM AIX, Process Improvement, SAP, Terminal Emulation, Windows 7, Active Directory, Software Installation, Microsoft Office, System Administration, Process Engineering, Disaster Recovery, Android, RADIUS, Help Desk Support, Business Analysis, Project Management, Access, Microsoft Excel, Analysis, Change Management, Wireless Networking, Mobile Infrastructure, Mobile Communications, Mobile Networking, Wireless Applications, Computer Hardware, Supply Chain Management, Customer Service, Juniper, Juniper Technologies, RF devices, iPhone Support, Intermec, HP, Supply Chain, Wireless, Microsoft SQL Server
Education
Lindenwood University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Network and System Administration/Administrator, GPA 3.8 Cum Ladue
Southwestern Illinois College 2008 — 2010
Associate of Science (A.S.), Network Design and Administration
Wells Fargo Advisors October 2013 - Present
Bon Secours Health System September 2011 - September 2012
Skills
Customer Service, HIPAA, Healthcare, Healthcare Information..., Healthcare Management, Hospitals, Medicare, Medicaid, EMR, Cpr Certified, Case Management, Community Outreach, Nonprofits, Public Speaking, Process Improvement, Medical Terminology, CPR Certified, Management, Team Building, Social Media
Education
Liberty University 2009 — 2017
Project Management
JR Tucker High School 2005 — 2009
High School Diploma, General Education
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors July 2013 - June 2014
Wells Fargo Advisors March 2012 - July 2013
Wells Fargo Advisors August 2010 - March 2012
Triune Capital Advisors June 2008 - July 2010
Harry & Jeans Restaurant November 2005 - June 2008
Skills
Risk Management, Series 7, Investments, Securities
Education
Limestone College 1999 — 2003
Bachelor of Science (BS), Biology, General
Hamilton Beach Brands Inc. May 2013 - Present
Wells Fargo Advisors August 2008 - 2013
Wachovia Securities, LLC September 2005 - August 2008
Wachovia Securities, LLC February 2004 - September 2005
Genworth Financial October 2003 - February 2004
Wachovia Securities, LLC September 1999 - October 2003
Skills
Product Marketing, Training, Recruiting, Project Management, Relationship Management, Process Improvement, Regulatory Affairs, Operational Risk..., Marketing Research, Curriculum Development, Security, Marketing, Business Analysis, Vendor Management, Cross-functional Team..., Financial Services, Analysis, Banking, Competitive Analysis, Risk Management, Leadership
Education
Virginia Commonwealth University 1993 — 1996
Bachelor of Arts (BA), Merchandising, Marketing
Liberty University
Master of Education (MEd)
Think Tanks, Management Consulting, problem solving, June 2013 - Present
Wells Fargo Advisors January 2009 - June 2013
Smith Barney Citigroup October 1996 - January 2009
Merrill Lynch, Pierce, Fenner & Smith Incorporated November 1981 - October 1996
BRUNS NORDEMAN REA & CO. January 1981 - November 1981
Max Meiseles Hardware April 1976 - January 1981
Tishman Construction June 1971 - April 1976
Skills
Team Leadership, Consulting, Process Improvement, Strategic Planning, Organizational..., Organizational..., Marketing Strategy, Security Operations, Sales, Strategy, Marketing, Community Outreach, Change Management, Social Media Marketing, Financial Markets, Firearms, Survival Analysis, Logical Thinker, Blogging, Private Equity, Financial Modeling, Hedge Funds, Business Planning, Coaching, Portfolio Management, Financial Services, Event Planning, Customer Service, Small Business, PowerPoint, Executive Management, Intelligence, Investment Banking, Project Management, Negotiation, Foreign Policy, Strategic Partnerships, Series 7, Teaching, Contract Negotiation, Business Analysis, Budgets, Start-ups, Banking, Capital Markets, Financial Analysis, Microsoft Excel, Insurance, Military, Leadership Development
Education
Sheepshead Bay High School 1964 — 1967
Kingsborough Community College 1968 — 1970
Wells Fargo Advisors February 2012 - Present
Morgan Stanley July 1985 - February 2012
Skills
Retirement Plan..., Investments, 401(k) Rollovers, Retirement Planning, Insurance, Finance, Investment Strategies, Asset Allocation, Risk Management, Financial Advisory, Fixed-income Strategies, Mutual Funds, Management, Alternative Investments, Securities, Wealth-preservation..., Estate Investment..., Tax-efficient Strategies, Stock Analysis, Insurance & Annuities, 529 Plans, Business Owner Planning, Business-Succession..., Deferred Compensation, Multigenerational..., Municipal Bonds, Annuities, Investment Planning
Education
Kent State University 1977 — 1981
Bachelor, Architecture
Fox Chapel High School
Milwaukee Electric Tool August 2014 - Present
U.S. Bank December 2013 - August 2014
U.S. Bank October 2012 - December 2013
LPL Financial August 2011 - October 2012
Northwestern Mutual: The Carr Group August 2010 - August 2011
Wells Fargo Advisors May 2010 - August 2010
MuniNet January 2010 - May 2010
Chicago Sky May 2009 - August 2009
Skills
Series 6, Series 63, Mutual Funds, Portfolio Management, Fixed Income, Equities, Marketing, Finance, Financial Services, Alternative Investments, Derivatives, Investments, Loans, Credit, Trading
Education
Marquette University 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Lake Forest College 2006 — 2010
Business and Economics
Wisconsin Lutheran High School
American Water June 2015 - Present
UniQue Personnel Consultants March 2015 - June 2015
Rock-Tenn Company May 2014 - March 2015
Wells Fargo Advisors April 2013 - May 2014
ManpowerGroup February 2006 - July 2012
Kelly Services September 2004 - February 2006
Skills
Full Life Cycle..., Business Development, Business Process..., Staff Management, Human Resources, Applicant Tracking..., Talent Acquisition, Temporary Placement, Technical Recruiting, Staffing Services, Contract Recruitment, Recruiting, Temporary Staffing, Executive Search, Internet Recruiting, College Recruiting, Screening Resumes, Recruitment Advertising, Interviews, Sourcing, Onboarding, Permanent Placement, Training, Cold Calling, CRM, Management, Account Management, Hiring, Workforce Planning, Talent Management, Employee Benefits, Job Fairs, Staff Augmentation, Salesforce.com, New Hire Orientations, Resume Writing, Screening, Employer Branding, Building Relationships, Employee Relations, Candidate Generation, Job Descriptions, Career Development, Industrial Sector, IT Recruitment, Behavioral Interviewing, Employee Training, Graduate Recruitment, Resume, Reference Checking
Education
McKendree University
History
Le Cordon Bleu College of Culinary Arts-Scottsdale 2011 — 2013
Bachelor's degree, Restaurant and Hospitality Management
Wells Fargo Advisors January 1993 - Present
Merrill Lynch November 1991 - November 1992
Education
Lamar University 1986 — 1991
BBA, Finance
Wells Fargo Advisors 1996 - January 2010
Allied-Apical (Allied Signal spin-off) 1990 - 1994
Allied Signal (Honeywell) 1986 - 1990
Monsanto Plastics 1905 - 1906
Owens Corning Fiberglas 1900 - 1905
Education
Lehigh University - College of Business and Economics 1900 — 1900
Master of Business Administration (M.B.A.), Finance / Management
Lehigh University- College of Arts and Sciences 1900 — 1900
Bachelor of Science (BS)
Thrivent Financial November 2014 - Present
BMO Financial Group December 2013 - November 2014
Ameriprise Financial Services, Inc. September 2009 - November 2013
Ameriprise Financial Services, Inc. February 2007 - September 2009
Ameriprise Financial Services, Inc. August 2005 - February 2007
Ameriprise Financial Services, Inc. August 2004 - August 2005
Ameriprise Financial Services, Inc. January 2003 - August 2004
State of Oregon May 2002 - September 2002
Wells Fargo Advisors May 1999 - September 2001
Skills
FINRA, Series 24, Securities, Financial Services, Series 7, Uniform Combined State..., Fixed Annuities, Series 65, Retirement, Series 63, Insurance, Legal Compliance, Retirement Planning, Wealth Management, Financial Advisory, Strategic Financial..., Series 9/10, Variable Annuities, Regulatory Affairs, Financial Regulation, Mutual Funds, Investment Advisory, FINRA Arbitrator, Fixed Income, Leadership, Securities Regulation, REIT
Education
Willamette University College of Law 2001 — 2002
Liberty University
Bachelor of Science (B.S.)
Bank of America January 2013 - Present
Wells Fargo Advisors August 2009 - January 2013
Wachovia Securities, LLC June 2002 - July 2009
Telefonica Data, USA May 2001 - May 2002
Technology Integration Group 1996 - 2001
Ajilon 1996 - 1999
The Hamilton Collection 1994 - 1996
Barnett Bank 1992 - 1994
Skills
PMP, IVR, Vendor Management, PMO, SDLC, Integration, IT Strategy, Unix, Risk Management, Project Portfolio..., Project Management, Cloud Computing, IT Management, Business Analysis, SharePoint, Business Process..., Enterprise Architecture, Software Project..., Requirements Analysis, Testing, Management, Enterprise Software, Disaster Recovery, Analysis, Visio, Requirements Gathering, Business Intelligence, Data Warehousing, ITIL, Business Requirements, Data Center, Process Improvement, Infrastructure
Education
Lamar University 1978 — 1980
French High School
Belk August 2015 - Present
Wells Fargo Advisors April 2015 - August 2015
Hewlett-Packard April 2013 - March 2015
MeckLink Behavioral Healthcare November 2012 - April 2013
North Carolina Center of Excellence for Integrated Care June 2011 - November 2012
NC Center of Excellence for Integrated Care September 2010 - May 2011
ValueOptions August 2007 - October 2009
Caring Family Network August 2005 - July 2007
Skills
Crisis Intervention, Adolescents, Psychotherapy, Mental Health, Behavioral Health, Program Development, Case Managment, CBT, Mental Health Counseling, Treatment, Public Speaking, Community Outreach, Program Evaluation, Motivational..., Non-profits, Counseling Psychology, Event Planning, Project Management, Grants, Healthcare, Nonprofits, Clinical Research, Case Management, Social Services, Leadership
Education
La Salle University 2002 — 2004
M.A., Clinical Counseling Pychology
University of North Carolina at Chapel Hill 1995 — 1999
BA, Psychology
North Stafford High 1991 — 1995
Allstate April 2015 - Present
Walgreens July 2014 - April 2015
Bank of America August 2009 - July 2014
Wells Fargo Advisors June 2009 - August 2009
LaSalle Bank/Bank of America June 1999 - June 2009
Paragon Solutions,Chicago,IL 1997 - 1999
Phillips, Cambridge, UK 1995 - 1997
Maruthi, Bangalore, India 1994 - 1995
Skills
Business Intelligence, Vendor Management, SDLC, IT Strategy, Program Management, Data Warehousing, Outsourcing, Leadership, Analytics, Software Development, Process Improvement, Management, CRM, Resource Management, Risk Management, Offshore Drilling, Budgets, Six Sigma, PMO, Problem Management, Service Delivery, Change Management, Operations Management, Quality Assurance, Team Management, Application Development, Offshore, Building Customer..., Architecture, Budgeting, Data Analytics, Predictive Analytics, Descriptive Analysis
Education
Lake Forest Graduate School of Management
MBA, Leadership, Finance and Marketing
Sri Venkateswara University
MS, Computer Science
Sri Venkateswara University
BS, Mathematics and Statistics
TP Investment Advisory Services, LLC May 2011 - Present
Wells Fargo Advisors November 1996 - May 2011
Skills
Portfolio Management, Retirement Planning, Investment Advisory, Asset Allocation, Financial Services, Finance, Series 7, Investments, Wealth Management, Financial Planners, Financial Advisory, Wealth, Mutual Funds, Asset Managment, Strategic Financial..., Equities, Financial Modeling, Investment Strategies
Education
Lafayette College 1974 — 1978
Bachelor of Arts (B.A.), Government & Law
Wells Fargo Advisors February 2015 - Present
The Schwan Food Company January 2014 - January 2015
Instant Wireless Interpretation November 2011 - January 2014
RBC Capital Markets June 2005 - November 2011
RBC Capital Markets July 2001 - June 2005
RBC Capital Markets January 1999 - July 2001
RBC Capital Markets (formerly Dain Rauscher) 1997 - 1999
RBC Capital Markets (formerly Dain Rauscher) 1995 - 1997
Navarre Corporation 1993 - 1995
Skills
Mergers, Venture Capital, Strategic Planning, Start-up Operations, Broker-Dealer..., Project Management, Mergers and Acquisitions, Leadership Development, Process Re-engineering, Cost Control, Venture Fund..., Financial Modeling, Start-ups, Equities, Derivatives, Mergers & Acquisitions
Education
University of St. Thomas 1994 — 1999
MBA, Accounting
Lancaster University
Bachelor of Arts (B.A.), Geography
Virtual Care Provider, Inc. August 2006 - Present
Wells Fargo Advisors 2000 - 2006
Interactive Business Systems, Inc. 1999 - 2000
Enforcer Technology 1989 - 1999
Shared RAM, Inc. 1987 - 1989
Grede Foundries, Inc. 1978 - 1984
Skills
Process Improvement, Troubleshooting, Team Building, Disaster Recovery, Team Leadership, Vendor Management, Project Management, Requirements Analysis, Management, Security, Active Directory, System Administration, Leadership, Technical Support, Training, Networking, Access, Information Technology, Microsoft Exchange, Software Documentation, Data Center, Hardware
Education
Lakeland College 2013 — 2015
Computer Science
Milwaukee Area Technical College 2008 — 2013
Associates, IT Programming
Milwaukee School of Engineering 2000 — 2001
Computers
Lakeland College 1997 — 1999
Business Management
MBTI - Milwaukee Business Institute 1985 — 1987
Certification, Programming
Wells Fargo Advisors April 2010 - Present
AXA Financial August 2008 - April 2010
JPMorgan Chase October 2006 - June 2008
Skills
Series 7, Series 63, Banking, Credit, Loans, Consumer Lending, Fixed Annuities, Wealth Management..., Private Banking, Wealth Management, Mortgage Lending, Investments, Asset Management, Mutual Funds, Asset Allocation, Financial Planning, Financial Services, Portfolio Management
Education
Kutztown University of Pennsylvania 1999 — 2003
Finance, Finance
Wells Fargo Advisors, llc October 2011 - Present
Wells Fargo Advisors 2010 - 2011
Rosenblatt Securities September 2009 - November 2010
Instinet LLC March 2003 - November 2009
Thomson Reuters December 2001 - February 2005
Bridge Trading Company September 1989 - August 2003
Education
Lawrence University 1982 — 1986
BS, Government
MICDS 1976 — 1982
St. Louis Country Day School 1976 — 1982
Wells Fargo Advisors 1994 - Present
Wells Fargo Advisors 1994 - 2013
Skills
Securities, Mutual Funds, Wealth Management, Risk Management, Mergers & Acquisitions, Investments, Financial Services, Portfolio Management, Insurance, FINRA, Series 7, Relationship Management, Retirement Planning, Series 63, Banking, Finance
Education
Le Moyne College 1991 — 1992
Bachelor of Business Administration (BBA), Operations Management and Supervision
Queens University of Charlotte
Capital One August 2013 - July 2014
BB&T 2012 - August 2013
Wells Fargo Advisors December 2011 - October 2012
Wells Fargo 2011 - 2012
Wells Fargo August 2010 - 2012
Wells Fargo May 2007 - August 2010
Skills
Consumer Lending, Mortgage Lending, Lines Of Credit, Cross Selling, Small Business Lending, Loan Origination, Credit Analysis, Banking, Loans, Commercial Banking, Sales Management, Series 7, Retail Banking, Management, Deposits, Series 6, Series 63, Notary Public, Credit Risk, Underwriting, Mortgage Underwriting, Commercial Mortgages, Residential Mortgages, Relationship Management, Branch Management, Mortgage Banking, Home Equity Lines of..., FHA, Securities, Cash Management, Series 65, Managing Employees, Licensed Life Insurance..., Investment Adviser..., General Securities..., Real Estate Lending, Business Banking, Computer Graphics, C++, HTML, .ASP, Internet Programming, Computer Science, Lending, Behavioral Interviewing, Real Estate Sales...
Education
King College 2003 — 2007
Bachelor of Arts (B.A.), Online Media and Marketing
King University 2003 — 2007
Online Media and Marketing/Mathematics, Business, Computer Science, Mathetmatics
Merrill Lynch June 2009 - Present
Wells Fargo Advisors June 2003 - June 2009
Skills
Series 65, Series 7
Education
Kennesaw State University - Michael J. Coles College of Business 1989 — 1992
Bachelor's degree, Marketing/Marketing Management, General
Middle Georgia College 1987 — 1989
Wells Fargo August 2014 - Present
Flute Monkey 2011 - Present
DST 2013 - 2013
Wells Fargo Advisors 1996 - 2011
Miller Johnson & Kuehn 1991 - 1995
Skills
Flute, Securities, Business Analysis, Process Improvement, Microsoft Office, Financial Services, Microsoft Excel, Report Development, Accounting, Portfolio Management, Management, Financial Analysis, Troubleshooting, Analysis, Training, Leadership, Databases, Time Management, Banking, Team Leadership, Operations Management, Change Management, Software Documentation, Project Management, Visio, Project Planning, Requirements Analysis, Business Meetings, Microsoft Word, Team Building, Account Management, Financial Reporting, Program Management
Education
Lawrence University 1981 — 1985
BA, Music, Spanish
World Wide Technology October 2014 - Present
World Wide Technology December 2012 - Present
Fry-Wagner Moving & Storage May 2012 - December 2012
Charter Communications February 2012 - May 2012
BJC HealthCare October 2011 - February 2012
Wells Fargo Advisors July 2011 - October 2011
Skills
Project Management, Process Improvement, Business Intelligence, Analysis, SQL, Oracle, Leadership Development, Employee Training, Strategic Planning, System Testing, Financial Analysis, Microsoft Suites, Sales, Oracle Forms, Oracle Applications, Oracle Financial, Agile Methodologies
Education
Lindenwood University 2006 — 2010
Bachelor of Arts (B.A.), Accounting and Finance
Precision Wealth Strategies August 2015 - Present
Central Trust Company June 2013 - August 2015
Wells Fargo Advisors June 2012 - June 2013
INVEST at First State Bank July 2011 - June 2012
Lowe’s October 2006 - March 2010
Skills
Mutual Funds, Portfolio Management, Options, Derivatives, Financial Modeling, Bonds, Finance, Investments, Wealth Management, Equity Research, Financial Markets, Securities, Fixed Income, Hedging, Financial Planning, Financial Analysis, Managed Futures, Stocks, Financial Management, Private Equity, Equity Valuation, Banking, Equities, Microsoft Office, Microsoft Excel, Trading, VBA
Education
Lindenwood University 2011 — 2013
Master of Business Administration (MBA), Finance
Lindenwood University 2005 — 2011
Bachelor of Art, Finance and Economics
Fort Zumwalt
Farmers Bank Of Appomattox April 2015 - Present
Wells Fargo Advisors October 2013 - April 2015
WellsFargo November 2012 - April 2015
Tri-Boro Shelving & Partition Corp. March 2012 - November 2012
Piedmont Regional Jail February 2011 - March 2012
Centra Southside Community Hospital August 2010 - February 2011
Wachovia, A Wells Fargo Company August 2006 - August 2010
Bank of America January 1998 - January 2006
Skills
Loans, Small Business Lending, Mortgage Lending, Lines Of Credit, Consumer Lending, Mortgage Banking, Commercial Lending, Credit, Loan Origination, Home Equity Lines of..., Credit Analysis, Commercial Banking, Deposits, Residential Mortgages, Refinance
Education
Liberty University 2013 — 2015
Master's degree, BUSINESS ADMINISTRATION/ CORPORATE LAW
Southwestern Assemblies of God University 2010 — 2013
Bachelors in Business Administration, Business Administration/Minister's Certification
Longwood University 2006 — 2007
Bachelors Business Administration, Pre-Law
SVCC 2003 — 2005
Associates, Arts & Science; Business Administration
Wells Fargo Advisors September 2014 - Present
Edward Jones January 2013 - September 2014
Skills
Series 7, Series 66, Uniform Combined State..., Financial Analysis, Retirement Planning, Wealth Strategies, Investments, Life Insurance, Insurance, Fixed Annuities, Variable Products, Financial Advisory
Education
Kennesaw State University 2001 — 2005
Bachelor of Business Administration (BBA), Michael J. Coles College of Business; Marketing/Management
ADP January 2015 - Present
Wells Fargo Advisors May 2014 - January 2015
JPMorgan Chase August 2013 - May 2014
ADP August 2008 - June 2013
John Eagle Honda of Dallas July 2004 - August 2008
Kroger October 1985 - May 2004
Skills
Spanish, Sales Process, Management, Sales, Recruiting, Employee Benefits, Advertising, Sales Management, New Business Development, Cold Calling, Salesforce.com, Team Building, Forecasting, Team Leadership, Leadership, Negotiation, Training, Coaching, Marketing, Customer Service, Sales Presentations, Strategic Planning, Account Management, Selling, B2B, Sales Operations, Payroll, Business Development, Small Business, Customer Satisfaction, Strategy, Time Management, Lead Generation, Teamwork, Retail, Employee Training, Building Relationships, Social Networking, Leadership Development, Team Management, Employee Relations, Human Resources, Business Planning, Customer Retention
Education
LeTourneau University 2005 — 2013
Bachelor’s Degree, Economics
In Touch Health April 2012 - Present
Wells Fargo Advisors December 2010 - March 2012
Wells Fargo Advisors March 2010 - December 2010
Wells Fargo Advisors May 2009 - May 2010
Wells Fargo Advisors June 2007 - July 2009
Skills
Active Directory, Troubleshooting, Networking, Cisco Technologies, Technical Support, SharePoint, Hardware, VPN, TCP/IP, Switches, Routers, Project Management, Software Installation, Databases
Education
Lincoln University in Missouri 2000 — 2006
Bachelor, Computer Information Systems
TD Bank Group June 2011 - Present
Wells Fargo Advisors 2007 - 2011
Morgan Stanley Smith Barney 2005 - 2006
Skills
Investments, Financial Analysis, Market Analysis, Investment Management, Investment Banking, P&L Analysis, Forecasting, Variance Analysis, Office Administration, AML, KYC, SAP, Microsoft Excel, PowerPoint, Microsoft Word, Financial Accounting, Tax Accounting, Bookkeeping, Portfolio Management, Business Analysis
Education
Liberty University 2012 — 2013
Master of Business Administration (MBA), Finance and Healthcare Management
Seton Hall University 2004 — 2009
Bachelor's degree, Finance
Wells Fargo Advisors September 2013 - Present
Bank of America September 2011 - September 2013
Bank of America August 2010 - September 2011
Total Hockey August 2005 - April 2010
Skills
Banking, Retail Banking, Credit, Credit Cards, Mortgage Industry, Sales Operations, Onboarding, Hockey, Golf, Sporting Goods, Sales, Mortgage Lending, Customer Service, Outlook, Sales Management, Leadership, Training, Mortgage Banking, Customer Satisfaction, Loans, Commercial Lending, Cross Selling, Financial Analysis, Small Business Lending, Consumer Lending, Selling, CRM, Customer Retention, Team Leadership
Education
Central Methodist University-College of Graduate & Extended Studies 2011 — 2012
Bachelor of Science in Business Administration, Marketing and Psychology
Lindenwood University 2007 — 2007
Marketing and Psychology
LPL Financial 2011 - 2013
Wells Fargo Advisors January 1998 - May 2011
Education
Liberty University 1987 — 1991
Bachelor of Science, Business
Coca-Cola Enterprises May 2012 - Present
Wells Fargo Advisors October 1998 - January 2010
A.G. Edwards & Sons, Inc. 1998 - 2009
Prudential Securities July 1989 - October 1997
Skills
Editing, PowerPoint, Speech Writing, Strategic Planning, Microsoft Excel, Team Building, Internal & External..., Analyst Relations, Tumblr, Online Journalism, Mac, Magazine Articles, Public Relations, Market Planning, Google+, Social Media, Voice Over
Education
Southern Illinois University, Carbondale 1986 — 1988
Bachelor of Science (B.S.), Radio and Television
Lincoln College 1974 — 1976
Associate of Arts (A.A.), Broadcast Communications
Valic Financial Advisors August 2013 - Present
First Wallstreet Advisors June 2012 - August 2013
Great Basin Federal Credit Union and Frontier Financial Credit Union March 2007 - May 2012
Wells Fargo Advisors February 2004 - March 2007
CUNA Mutual Group March 1998 - February 2004
Skills
Making Work Optional, Values Based Investing, Business Owner Planning, Estate Planning, Tax planning, Income Strategies, Investment risk..., IRA's, 401k's, SEP's,..., Life and Long Term Care..., Strategies for..., Strategic Financial..., Finance, Tax, Financial Planners, Series 7, Wealth Management, Retirement Planning
Education
Lewis and Clark College
M.A. and B.A., History and Teaching
Wells Fargo Advisors February 2015 - May 2015
Express Scripts May 2013 - February 2015
Verizon December 2008 - October 2011
Verizon October 2007 - December 2008
EDS November 1999 - October 2007
MCI June 1998 - November 1999
MCI Telecommunications September 1993 - June 1998
Skills
SAS, MVS JCL, SQL, TSO/ISPF, Microsoft Office 2007, Microsoft Office 2003, PowerPoint, Word, Excel, SDLC, MS Project, Project Planning, Software Project..., Project Execution, Project Implementation, Legal Research, Project Management, Management, SharePoint, Leadership, Analysis, Requirements Gathering, Service Delivery, Change Management, Data Analysis, Team Leadership, Sarbanes-Oxley Act, Information Technology, Process Improvement, PMP, Business Process, Business Analysis, Microsoft Excel, Microsoft Project
Education
Southern Illinois University, Edwardsville
MBA, Management
Southern Illinois University, Edwardsville
BA, History, Spanish, English
Lewis and Clark Community College 2011 — 2012
Associate of Arts and Sciences (AAS), Paralegal, 4.0
Wells Fargo Advisors December 2010 - May 2011
AgriSolutions, Inc August 2006 - September 2009
Home Instead Senior Care August 2004 - June 2009
Education
Lewis and Clark Community College 2003 — 2006
AAS, Business Adminstration
Lewis and Clark Community College
Business Administration
Wells Fargo Advisors November 1998 - Present
Prudential Securities December 1996 - November 1998
Prudential Securities August 1995 - December 1996
Education
Kent State University
Communications
Wells Fargo Advisors 2011 - Present
Skills
Series 63, Cold Calling, Financial Services, Insurance, Relationship Management, Fixed Annuities, Sales, Account Management, Direct Sales, Investments, Lead Generation, Sales Management, New Business Development, Salesforce.com, Banking
Education
Kutztown University of Pennsylvania 2005 — 2009
Bachelor of Business Administration (BBA)
Wells Fargo September 2011 - Present
Wells Fargo Advisors November 1998 - August 2011
Skills
Series 7, Series 6, Series 63
Education
Kutztown University of Pennsylvania 1986 — 1991
BS Dual major, Marketing and Management
Wells Fargo May 2015 - Present
Wells Fargo January 2014 - May 2015
Wells Fargo Advisors March 2008 - January 2014
Skills
Coaching,Training and..., Customer Relationship..., Excellent Presentation..., Sales and Marketing..., Creative/Comprehensive...
Education
Liberty University 2014 — 2015
Graduate Cognate Degree, Health/Health Care Administration/Management
Liberty University 2010 — 2012
Master's degree, Human Resources Management
University of Ghana 2001 — 2005
Bachelor of Science (BSc), Business Administration- Marketing
Lehigh University September 2008 - September 2011
Wells Fargo Advisors May 1999 - August 2008
Skills
Interpersonal/Client..., Presentation and Sales, Written and Verbal..., Estate Planning, Life Insurance Trusts, Life Bequests, Charitable Remainder..., Annuities, Retirement Planning, Education Planning, Insurance/Income..., Gifting/Tax Analysis, Cost Basis Analysis, Year-end Gifting and..., Tax Loss..., Extensive..., Strong organizational,..., Individual Retirement..., 401(k)/retirement..., Technology and computer...
Education
Moravian College 2003 — 2004
Financial Planning Certificate, Financial Planning and Services
Lehigh University 1995 — 1998
Bachelor of Arts (B.A.), English/Public Relations
Wells Fargo Advisors August 2011 - Present
Skills
Customer Service...
Education
Lane Community College 1991 — 1992
Larson Financial Group Llc July 2014 - Present
Wells Fargo Advisors August 2013 - June 2014
Wells Fargo Advisors June 2008 - August 2013
Ameriprise Financial Services, Inc. March 2005 - December 2007
Edward Jones January 1999 - February 2003
US Army August 1992 - December 1996
Skills
Managing Database, Investments, Branch Management, Supervisory Management, Risk Management, Compliance, Banking, Military
Education
University of Missouri-Saint Louis 1999 — 2001
Master of Business Administration (MBA), Business and Information Systems
Lake Forest College 1987 — 1991
Bachelor's Degree, Double Major Business and Psychology, 3.0
Saint Louis Priory 1987 — 1991
High school diploma, College Prep
Wells Fargo Advisors December 2013 - Present
Education
Le Moyne College 2008 — 2012
Finance & Economics
West Genesee High School 2004 — 2008
Founders Federal Credit Union December 2014 - Present
Cambridge Investment Research, Inc. November 2013 - December 2014
Edward Jones January 2010 - November 2013
Wells Fargo Advisors April 2006 - January 2010
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Financial Planning
Education
Lander University
Bachelor’s Degree, Finance/Economics