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
Ethel Lopez Ethel Lopez Placentia, California Details
Ethel Lopez's Wells Fargo Advisors Experience January 1993 - May 2011
Job Registered Sales at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

John Kraig, MBA John Kraig, MBA Broadview Heights, Ohio Details
John Kraig, MBA's Wells Fargo Advisors Experience January 1996 - August 2004
Job Healthcare IT Consultant at Alego Health
Industry Information Technology and Services
Experience
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

Erika English Erika English Greater St. Louis Area Details
Erika English's Wells Fargo Advisors Experience June 2013 - Present
Job Recruiting Consultant at Wells Fargo Advisors
Industry Staffing and Recruiting
Experience
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

Octavia Thomas, MBA Octavia Thomas, MBA Greater St. Louis Area Details
Octavia Thomas, MBA's Wells Fargo Advisors Experience February 2012 - Present
Job
Industry Financial Services
Experience
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

Lakisha Black Lakisha Black Florissant, Missouri Details
Lakisha Black's Wells Fargo Advisors Experience October 2013 - Present
Job Customer Service Representative at Wells Fargo Advisors
Industry Consumer Services
Experience
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

Clifford Moulton Clifford Moulton Matthews, North Carolina Details
Clifford Moulton's Wells Fargo Advisors Experience October 2011 - Present
Job Warehouse associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   October 2011 - Present

Education
King's College   2005 — 2007
Associate's degree, Accounting

Inependence High School   2001 — 2005

Andrew Workman Andrew Workman Greater St. Louis Area Details
Andrew Workman's Wells Fargo Advisors Experience July 2008 - Present
Job Compliance Department at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Lindsay DeGiralamo Lombard Lindsay DeGiralamo Lombard Chicago, Illinois Details
Lindsay DeGiralamo Lombard's Wells Fargo Advisors Experience December 2004 - August 2008
Job Office Manager at JHL Capital Group LLC
Industry Executive Office
Experience
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

Lyn Slone Lyn Slone Lansing, Michigan Area Details
Lyn Slone's Wells Fargo Advisors Experience May 2015 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Alex Lomosi Alex Lomosi West Palm Beach, Florida Area Details
Alex Lomosi's Wells Fargo Advisors Experience January 2006 - Present
Job Experienced Private Banker
Industry Financial Services
Experience
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

Allison Schramm Allison Schramm Sheboygan, Wisconsin Area Details
Allison Schramm's Wells Fargo Advisors Experience March 2001 - May 2014
Job Financial Advisor at U.S. Bancorp Investments, Inc
Industry Financial Services
Experience
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

Chip Bradford, CFP® Chip Bradford, CFP® Charlotte, North Carolina Area Details
Chip Bradford, CFP®'s Wells Fargo Advisors Experience February 2005 - October 2009
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
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

Chase Streicher Chase Streicher Greater Atlanta Area Details
Chase Streicher's Wells Fargo Advisors Experience March 2010 - November 2011
Job Engineer at Prime Care Technologies
Industry Computer Networking
Experience
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

Joseph Bombard Joseph Bombard Syracuse, New York Area Details
Joseph Bombard's Wells Fargo Advisors Experience September 1990 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Heidi Duckworth Heidi Duckworth Lancaster, Pennsylvania Area Details
Heidi Duckworth's Wells Fargo Advisors Experience May 2013 - August 2014
Job Financial Consultant Field Consulting Group
Industry Financial Services
Experience
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

Sarah Boone, CFP® Sarah Boone, CFP® Atlanta, Georgia Details
Sarah Boone, CFP®'s Wells Fargo Advisors Experience October 2010 - April 2013
Job UBS Financial Services, Inc
Industry Investment Management
Experience
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

Lina Clarke Lina Clarke Greater St. Louis Area Details
Lina Clarke's Wells Fargo Advisors Experience January 2015 - Present
Job Regional Branch Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Caitlin Stephan Caitlin Stephan Greater Chicago Area Details
Caitlin Stephan's Wells Fargo Advisors Experience April 2008 - July 2011
Job Team Lead at Northern Trust Corporation
Industry Banking
Experience
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

Bridgett Webb Bridgett Webb Greater St. Louis Area Details
Bridgett Webb's Wells Fargo Advisors Experience September 2014 - Present
Job Compliance Consultant
Industry Financial Services
Experience
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

Jones Dayton Jones Dayton Havana, Florida Details
Jones Dayton's Wells Fargo Advisors Experience November 2011 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Cavin Elton Cavin Elton Charleston, South Carolina Details
Cavin Elton's Wells Fargo Advisors Experience February 2010 - Present
Job Banker at Wells Fargo Advisors
Industry Real Estate
Experience
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.)

Paul T. Murray, ChFC®, CDFA™ Paul T. Murray, ChFC®, CDFA™ Chalfont, Pennsylvania Details
Paul T. Murray, ChFC®, CDFA™'s Wells Fargo Advisors Experience October 2004 - September 2011
Job Financial Planner, Financial Advisor, Certified Divorce Financial Analyst™, Mediator
Industry Financial Services
Experience
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

Derrick Craig Derrick Craig Greater Memphis Area Details
Derrick Craig's Wells Fargo Advisors Experience November 2010 - July 2012
Job Entrepreneur and Skilled Real Estate Investor
Industry Real Estate
Experience
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

Elizabeth Huff Elizabeth Huff Greater St. Louis Area Details
Elizabeth Huff's Wells Fargo Advisors Experience August 2011 - June 2012
Job Supervision Principal at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

William Campbell, Jr. William Campbell, Jr. Seattle, Washington Details
William Campbell, Jr.'s Wells Fargo Advisors Experience August 2003 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Bruce Zwick Bruce Zwick Greater Minneapolis-St. Paul Area Details
Bruce Zwick's Wells Fargo Advisors Experience December 2005 - Present
Job Financial Advisor at The Zwick Financial Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Madeline Fahan Madeline Fahan Ventura, California Details
Madeline Fahan's Wells Fargo Advisors Experience June 2012 - August 2012
Job Junior Operations Analyst
Industry Consumer Electronics
Experience
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

Joe Acquafredda Joe Acquafredda Greater Milwaukee Area Details
Joe Acquafredda's Wells Fargo Advisors Experience August 2015 - Present
Job Personal Banker Business Advocate
Industry Banking
Experience
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

Matthew Nelsen Matthew Nelsen Greater New York City Area Details
Matthew Nelsen's Wells Fargo Advisors Experience January 2012 - May 2012
Job Broker at People's United Bank
Industry Financial Services
Experience
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

Jill Bradley Jill Bradley Louisville, Kentucky Details
Jill Bradley's Wells Fargo Advisors Experience 1994 - Present
Job Managing Director Complex Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Ashley Ford, MBA Ashley Ford, MBA Saint Louis, Missouri Details
Ashley Ford, MBA's Wells Fargo Advisors Experience June 2007 - February 2008
Job Rate Manager at Enterprise RentACar
Industry Automotive
Experience
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

Dan McGreevy Dan McGreevy Cleveland, Ohio Details
Dan McGreevy's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Angela Ruffin-Stacker Angela Ruffin-Stacker Saint Louis, Missouri Details
Angela Ruffin-Stacker's Wells Fargo Advisors Experience January 2011 - Present
Job VP Diversity Recruitment at Wells Fargo Advisors
Industry Financial Services
Experience
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

April May April May Saint Louis, Missouri Details
April May's Wells Fargo Advisors Experience December 2009 - Present
Job Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
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)

Kendall Lartigue Kendall Lartigue United States Details
Kendall Lartigue's Wells Fargo Advisors Experience November 2012 - December 2012
Job Computer Support Technician at MESSA
Industry Computer Software
Experience
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

Jeremy Baynes Jeremy Baynes Hudson, Ohio Details
Jeremy Baynes's Wells Fargo Advisors Experience March 2013 - Present
Job Associate Vice PresidentInvestments
Industry Financial Services
Experience
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

Jyl Bruns Jyl Bruns Stanwood, Washington Details
Jyl Bruns's Wells Fargo Advisors Experience 1989 - 2012
Job Business Administrator/Financial Services Professional
Industry Financial Services
Experience
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

Michael Steelman, CIMA Michael Steelman, CIMA Greater San Diego Area Details
Michael Steelman, CIMA's Wells Fargo Advisors Experience January 2003 - February 2006
Job Resident Director, Senior Vice President
Industry Financial Services
Experience
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

John S. Wynn Jr. John S. Wynn Jr. Wayne, Pennsylvania Details
John S. Wynn Jr.'s Wells Fargo Advisors Experience 2000 - 2010
Job Private Investment Management, Portfolio Manager at Cresap, Inc.
Industry Financial Services
Experience
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

Joseph Simonell Joseph Simonell Rancho Palos Verdes, California Details
Joseph Simonell's Wells Fargo Advisors Experience January 1989 - May 1993
Job Retirement Consultant at Marina Financial
Industry Financial Services
Experience
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

Bill Brickey Bill Brickey Greater St. Louis Area Details
Bill Brickey's Wells Fargo Advisors Experience June 2008 - Present
Job Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jack Cate Jack Cate Greater Nashville Area Details
Jack Cate's Wells Fargo Advisors Experience April 1996 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Bradley Brown, MBA Bradley Brown, MBA Cleveland/Akron, Ohio Area Details
Bradley Brown, MBA's Wells Fargo Advisors Experience January 2003 - April 2010
Job President at Royal Paladin Group, LLC securities offered through First Allied Securities, Inc. Member FINRA/SIPC
Industry Investment Management
Experience
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

Carl J Greene Carl J Greene Chattanooga, Tennessee Details
Carl J Greene's Wells Fargo Advisors Experience April 2010 - March 2014
Job Senior Associate at Lawson Winchester Wealth Management
Industry Financial Services
Experience
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

Joseph Bottino Joseph Bottino Flemington, New Jersey Details
Joseph Bottino's Wells Fargo Advisors Experience November 2001 - Present
Job Branch Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
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)

Brett Rube Brett Rube New York, New York Details
Brett Rube's Wells Fargo Advisors Experience June 2009 - August 2009
Job Account Manager at Moody's Analytics
Industry Financial Services
Experience
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)

Andrew Grove Andrew Grove Greater St. Louis Area Details
Andrew Grove's Wells Fargo Advisors Experience November 2014 - Present
Job Director of Operational Risk, SVP at Wells Fargo Advisors
Industry Financial Services
Experience
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

Samuel Snapp Samuel Snapp Charlotte, North Carolina Area Details
Samuel Snapp's Wells Fargo Advisors Experience December 2008 - April 2010
Job Sr. Automotive Underwriter
Industry Financial Services
Experience
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

Bill Sachs Bill Sachs Greater St. Louis Area Details
Bill Sachs's Wells Fargo Advisors Experience October 2012 - Present
Job Application System Engineer
Industry Information Technology and Services
Experience
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

Michael Gargone Michael Gargone Bound Brook, New Jersey Details
Michael Gargone's Wells Fargo Advisors Experience April 2012 - October 2012
Job Financial Services Professional
Industry Financial Services
Experience
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

Mike W. Runyon Mike W. Runyon Acworth, Georgia Details
Mike W. Runyon's Wells Fargo Advisors Experience January 2014 - May 2014
Job Financial Control Risk Intern at Voya Financial
Industry Financial Services
Experience
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

Marc Sidney Marc Sidney Albany, New York Area Details
Marc Sidney's Wells Fargo Advisors Experience March 2012 - November 2012
Job Homeowner Underwriter at Fulmont Mutual Insurance Company
Industry Insurance
Experience
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

Lynn Celestin Lynn Celestin Greater Atlanta Area Details
Lynn Celestin's Wells Fargo Advisors Experience April 2011 - May 2012
Job AVP, FSA at Bank of America Merrill Lynch
Industry Financial Services
Experience
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

Garrett Ventry Garrett Ventry Raleigh, North Carolina Details
Garrett Ventry's Wells Fargo Advisors Experience April 2015 - Present
Job Relationship Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Ashley Mohr Ashley Mohr Chesapeake, Virginia Details
Ashley Mohr's Wells Fargo Advisors Experience May 2012 - August 2012
Job Accounting | Interior Design
Industry Accounting
Experience
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

Mark McNeight Mark McNeight Greater Atlanta Area Details
Mark McNeight's Wells Fargo Advisors Experience 1995 - Present
Job Senior Vice PresidentInvestments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Michael Teets Michael Teets Ooltewah, Tennessee Details
Michael Teets's Wells Fargo Advisors Experience August 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Emily Halter Emily Halter Saint Louis, Missouri Details
Emily Halter's Wells Fargo Advisors Experience July 2014 - Present
Job Securities Operations Service Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
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

Paul Carpentier Paul Carpentier Charlotte, North Carolina Area Details
Paul Carpentier's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Matthew Lipka Matthew Lipka Richmond, Virginia Area Details
Matthew Lipka's Wells Fargo Advisors Experience February 2014 - August 2015
Job IT Project Manager
Industry Information Technology and Services
Experience
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

Krystal Carpa Krystal Carpa Greater St. Louis Area Details
Krystal Carpa's Wells Fargo Advisors Experience March 2015 - Present
Job Project Coordinator II Learning and Development at Wells Fargo Advisors
Industry Executive Office
Experience
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.)

Mary Hastings Mary Hastings Greater Boston Area Details
Mary Hastings's Wells Fargo Advisors Experience August 2002 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Rebecca Cates Rebecca Cates Greater Atlanta Area Details
Rebecca Cates's Wells Fargo Advisors Experience 2010 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Sam Dugan, CFP Sam Dugan, CFP Greater Philadelphia Area Details
Sam Dugan, CFP's Wells Fargo Advisors Experience January 1996 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Colleen Olsen Colleen Olsen Greater St. Louis Area Details
Colleen Olsen's Wells Fargo Advisors Experience February 2014 - Present
Job Senior Application Systems Engineer
Industry Financial Services
Experience
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

Marquita Auffenberg Marquita Auffenberg Saint Louis, Missouri Details
Marquita Auffenberg's Wells Fargo Advisors Experience March 2014 - Present
Job Regional Supervisor 1, Field Services Control Group at Wells Fargo Advisors
Industry Financial Services
Experience
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

Devin DeStefano, CFP® Devin DeStefano, CFP® Greater St. Louis Area Details
Devin DeStefano, CFP®'s Wells Fargo Advisors Experience March 2013 - Present
Job Managing Director Next Generation Advisor Strategy at Wells Fargo Advisors
Industry Financial Services
Experience
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

Oraine Thomas Oraine Thomas Allentown, Pennsylvania Area Details
Oraine Thomas's Wells Fargo Advisors Experience February 2012 - July 2013
Job Regional Sales | Credit Expert
Industry Information Services
Experience
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

Michael Stewart, MS Cybersecurity / MBA / BS MIS Michael Stewart, MS Cybersecurity / MBA / BS MIS Greater St. Louis Area Details
Michael Stewart, MS Cybersecurity / MBA / BS MIS's Wells Fargo Advisors Experience July 2011 - January 2012
Job Data Analyst II at Centene Corporation
Industry Information Technology and Services
Experience
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

Robert Mueller Robert Mueller Greater Philadelphia Area Details
Robert Mueller's Wells Fargo Advisors Experience May 2011 - August 2011
Job Growth Equity Investor at Element Partners
Industry Venture Capital & Private Equity
Experience
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

Amartuul.T CPA, MBA Amartuul.T CPA, MBA San Francisco Bay Area Details
Amartuul.T CPA, MBA's Wells Fargo Advisors Experience April 2012 - October 2012
Job Senior Consultant at PwC Mongolia
Industry Accounting
Experience
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

Wendy Waeckerle Wendy Waeckerle Greater St. Louis Area Details
Wendy Waeckerle's Wells Fargo Advisors Experience 2013 - Present
Job Recruiting and HR Professional
Industry Staffing and Recruiting
Experience
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

Chris Moloney Chris Moloney Greater St. Louis Area Details
Chris Moloney's Wells Fargo Advisors Experience 2010 - 2014
Job Enthusiastic leader. CEO of GREMLN social & digital marketing, prior CMO of Wells Fargo Advisors, Scottrade & Experian
Industry Marketing and Advertising
Experience
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

Erik Barrie Erik Barrie Raleigh-Durham, North Carolina Area Details
Erik Barrie's Wells Fargo Advisors Experience 2009 - 2011
Job Digital Experience Sales Manager
Industry Computer Software
Experience
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

Josie Gage Josie Gage Boston, Massachusetts Details
Josie Gage's Wells Fargo Advisors Experience January 2006 - January 2007
Job Economist III, Commonwealth of Massachusetts Department of Public Utilities
Industry Government Administration
Experience
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

Ethel Lopez Ethel Lopez Placentia, California Details
Ethel Lopez's Wells Fargo Advisors Experience January 1993 - May 2011
Job Registered Sales Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jordan (Jordan Neal) Gibson Jordan (Jordan Neal) Gibson Salem, Virginia Details
Jordan (Jordan Neal) Gibson's Wells Fargo Advisors Experience September 2014 - Present
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
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)

Robert (Bob) C. Moore Robert (Bob) C. Moore Waterloo, Iowa Area Details
Robert (Bob) C. Moore's Wells Fargo Advisors Experience December 2012 - March 2014
Job President, Investment Advisor Representative at Moore Financial Partners, Inc.
Industry Financial Services
Experience
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

Kelly (Burns) Jones Kelly (Burns) Jones Greater St. Louis Area Details
Kelly (Burns) Jones's Wells Fargo Advisors Experience May 2015 - Present
Job Clearing and Operations Paralegal at Wells Fargo Advisors
Industry Investment Banking
Experience
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

Brad Jarret Brad Jarret Macungie, Pennsylvania Details
Brad Jarret's Wells Fargo Advisors Experience 2010 - 2013
Job Project Coordinator at Yourway Transport
Industry Pharmaceuticals
Experience
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

Lauren O'Donnell Lauren O'Donnell Cleveland/Akron, Ohio Area Details
Lauren O'Donnell's Wells Fargo Advisors Experience February 2013 - Present
Job Registered Client Associate, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jason Minor, CRPC® Jason Minor, CRPC® Greater Nashville Area Details
Jason Minor, CRPC®'s Wells Fargo Advisors Experience January 2000 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Alexander Vari Alexander Vari Youngstown, Ohio Details
Alexander Vari's Wells Fargo Advisors Experience June 2015 - Present
Job Student at Kent State University
Industry Accounting
Experience
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

Andrew Guelker Andrew Guelker Collinsville, Illinois Details
Andrew Guelker's Wells Fargo Advisors Experience January 2010 - February 2011
Job Business Systems Analyst at Olin Corporation
Industry Computer Networking
Experience
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

Ashley Topping Ashley Topping Richmond, Virginia Details
Ashley Topping's Wells Fargo Advisors Experience October 2013 - Present
Job Security Operations Service Specialist
Industry Financial Services
Experience
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

Kristen (Kiki) Schade Kristen (Kiki) Schade Charlotte, North Carolina Area Details
Kristen (Kiki) Schade's Wells Fargo Advisors Experience June 2014 - Present
Job AVP, Controls Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Angela Brown Harvey Angela Brown Harvey Richmond, Virginia Area Details
Angela Brown Harvey's Wells Fargo Advisors Experience August 2008 - 2013
Job Product Marketing Analyst at Hamilton Beach Brands Inc.
Industry Consumer Goods
Experience
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)

Bruce H. Tuchman Bruce H. Tuchman Saugerties, New York Details
Bruce H. Tuchman's Wells Fargo Advisors Experience January 2009 - June 2013
Job Think Tank Consulting Research
Industry Think Tanks
Experience
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

Terry Feeney, CFP® Terry Feeney, CFP® San Rafael, California Details
Terry Feeney, CFP®'s Wells Fargo Advisors Experience February 2012 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Victor Campbell Victor Campbell Greater Milwaukee Area Details
Victor Campbell's Wells Fargo Advisors Experience May 2010 - August 2010
Job Financial Analyst at Milwaukee Electric Tool
Industry Consumer Goods
Experience
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

Brandi Matheis-Earnest Brandi Matheis-Earnest Greater St. Louis Area Details
Brandi Matheis-Earnest's Wells Fargo Advisors Experience April 2013 - May 2014
Job Human Resources Corporate Recruiter at American Water
Industry Human Resources
Experience
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

Carlton Butler Carlton Butler Beaumont/Port Arthur, Texas Area Details
Carlton Butler's Wells Fargo Advisors Experience January 1993 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 1993 - Present
Merrill Lynch  November 1991 - November 1992

Education
Lamar University   1986 — 1991
BBA, Finance

Andrew C Hutnikoff Andrew C Hutnikoff Greater New York City Area Details
Andrew C Hutnikoff's Wells Fargo Advisors Experience 1996 - January 2010
Job Sales and Marketing Executive
Industry Financial Services
Experience
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)

Christopher Osborne Christopher Osborne Minneapolis, Minnesota Details
Christopher Osborne's Wells Fargo Advisors Experience May 1999 - September 2001
Job Vice President, Head of Supervision at Thrivent Financial
Industry Financial Services
Experience
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.)

Paul Fertitta Paul Fertitta Jacksonville, Florida Area Details
Paul Fertitta's Wells Fargo Advisors Experience August 2009 - January 2013
Job Chief Engineer at BofA
Industry Information Technology and Services
Experience
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

Marla Satterfield, PMP Marla Satterfield, PMP Charlotte, North Carolina Area Details
Marla Satterfield, PMP's Wells Fargo Advisors Experience April 2015 - August 2015
Job IT Project ManagerEnterprise Services at Belk
Industry Information Technology and Services
Experience
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

Govind Balu Govind Balu Greater Chicago Area Details
Govind Balu's Wells Fargo Advisors Experience June 2009 - August 2009
Job Director, Big Data, Advanced Analytics, and Business Intelligence at Allstate
Industry Financial Services
Experience
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

Tom Padilla Tom Padilla Greater Philadelphia Area Details
Tom Padilla's Wells Fargo Advisors Experience November 1996 - May 2011
Job President of TP Investment Advisory Services, LLC
Industry Investment Management
Experience
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

Tony Mayhew Tony Mayhew Greater Minneapolis-St. Paul Area Details
Tony Mayhew's Wells Fargo Advisors Experience February 2015 - Present
Job Regional Business Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Nancy Riley Nancy Riley Greater Milwaukee Area Details
Nancy Riley's Wells Fargo Advisors Experience 2000 - 2006
Job Operations Team Lead at Virtual Care Provider, Inc.
Industry Information Technology and Services
Experience
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

Brent Melrath Brent Melrath Greater Philadelphia Area Details
Brent Melrath's Wells Fargo Advisors Experience April 2010 - Present
Job Wells Fargo Regional Private Banker
Industry Banking
Experience
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

John Streett John Streett Greater St. Louis Area Details
John Streett's Wells Fargo Advisors Experience 2010 - 2011
Job Sales Manager, at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Daniel MtPleasant Daniel MtPleasant Charlotte, North Carolina Area Details
Daniel MtPleasant's Wells Fargo Advisors Experience 1994 - Present
Job First Vice President Call Center Sales Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ashley Beaman Ashley Beaman Washington D.C. Metro Area Details
Ashley Beaman's Wells Fargo Advisors Experience December 2011 - October 2012
Job Financial Services
Industry Financial Services
Experience
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

Wade Roberts Wade Roberts Greater Atlanta Area Details
Wade Roberts's Wells Fargo Advisors Experience June 2003 - June 2009
Job First Vice President at Merrill Lynch
Industry Financial Services
Experience
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

Lisa Patridge Lisa Patridge Greater Minneapolis-St. Paul Area Details
Lisa Patridge's Wells Fargo Advisors Experience 1996 - 2011
Job Business Applications Analyst at Wells Fargo
Industry Information Technology and Services
Experience
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

Aaron Piwowarczyk Aaron Piwowarczyk Greater St. Louis Area Details
Aaron Piwowarczyk's Wells Fargo Advisors Experience July 2011 - October 2011
Job Business System Manager at World Wide Technology
Industry Information Technology and Services
Experience
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

Brandon Byrd Brandon Byrd Greater St. Louis Area Details
Brandon Byrd's Wells Fargo Advisors Experience June 2012 - June 2013
Job Investment Operations Manager
Industry Investment Management
Experience
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

Anabelle Rodriguez-Milligan Anabelle Rodriguez-Milligan Farmville, Virginia Details
Anabelle Rodriguez-Milligan's Wells Fargo Advisors Experience October 2013 - April 2015
Job Vice President / Branch Manager at Farmers Bank Of Appomattox
Industry Banking
Experience
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

Micah Gear Micah Gear Greater Atlanta Area Details
Micah Gear's Wells Fargo Advisors Experience September 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Eddie Villarreal Eddie Villarreal Houston, Texas Area Details
Eddie Villarreal's Wells Fargo Advisors Experience May 2014 - January 2015
Job Majors Accounts District Sales Manager at ADP
Industry Management Consulting
Experience
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

Rich Ndessokia Rich Ndessokia Urbana-Champaign, Illinois Area Details
Rich Ndessokia's Wells Fargo Advisors Experience December 2010 - March 2012
Job Product Specialist at In Touch Health
Industry Information Technology and Services
Experience
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

Frankie Florey Frankie Florey Greater New York City Area Details
Frankie Florey's Wells Fargo Advisors Experience 2007 - 2011
Job Senior Analyst TD Bank
Industry Investment Banking
Experience
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

Alexander Brockman Alexander Brockman Greater St. Louis Area Details
Alexander Brockman's Wells Fargo Advisors Experience September 2013 - Present
Job Business Development Consultant at Wells Fargo Advisors
Industry Banking
Experience
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

Ethel Lopez Ethel Lopez Orange County, California Area Details
Ethel Lopez's Wells Fargo Advisors Experience January 1998 - May 2011
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial  2011 - 2013
Wells Fargo Advisors   January 1998 - May 2011

Education
Liberty University   1987 — 1991
Bachelor of Science, Business

Phil Pople Phil Pople Washington D.C. Metro Area Details
Phil Pople's Wells Fargo Advisors Experience October 1998 - January 2010
Job Merchandiser at CocaCola Enterprises
Industry Public Relations and Communications
Experience
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

Betsy Dart Betsy Dart Las Vegas, Nevada Area Details
Betsy Dart's Wells Fargo Advisors Experience February 2004 - March 2007
Job Financial Advisor and Consultant at Valic Financial Advisors
Industry Financial Services
Experience
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

Nancee Magilson Nancee Magilson Greater St. Louis Area Details
Nancee Magilson's Wells Fargo Advisors Experience February 2015 - May 2015
Job IT Project Manager at Scottrade
Industry Information Technology and Services
Experience
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

Aimee Quiller Aimee Quiller Greater St. Louis Area Details
Aimee Quiller's Wells Fargo Advisors Experience December 2010 - May 2011
Job Executive Office Professional
Industry Executive Office
Experience
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

Suskowicz Karen Suskowicz Karen Cleveland, Ohio Details
Suskowicz Karen's Wells Fargo Advisors Experience November 1998 - Present
Job Sr. Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 1998 - Present
Prudential Securities  December 1996 - November 1998
Prudential Securities  August 1995 - December 1996

Education
Kent State University
Communications

Ryan Malia Ryan Malia Walnutport, Pennsylvania Details
Ryan Malia's Wells Fargo Advisors Experience 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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)

Gary Davidowich Gary Davidowich Allentown, Pennsylvania Area Details
Gary Davidowich's Wells Fargo Advisors Experience November 1998 - August 2011
Job Private Banking Relationship Manager
Industry Banking
Experience
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

Abena Brewer Abena Brewer West Palm Beach, Florida Area Details
Abena Brewer's Wells Fargo Advisors Experience March 2008 - January 2014
Job Service Manager at Wells Fargo
Industry Banking
Experience
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

Heather Christein Heather Christein Greater Philadelphia Area Details
Heather Christein's Wells Fargo Advisors Experience May 1999 - August 2008
Job
Industry Fund-Raising
Experience
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

kelly gower kelly gower Reno, Nevada Details
kelly gower's Wells Fargo Advisors Experience August 2011 - Present
Job financial advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2011 - Present

Skills
Customer Service...

Education
Lane Community College   1991 — 1992

Phillip Wight Phillip Wight Chesterfield, Missouri Details
Phillip Wight's Wells Fargo Advisors Experience August 2013 - June 2014
Job Branch Supervision/Compliance Analyst at Larson Financial Group Llc
Industry Investment Management
Experience
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

Matthew Webster Matthew Webster Syracuse, New York Details
Matthew Webster's Wells Fargo Advisors Experience December 2013 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors   December 2013 - Present

Education
Le Moyne College   2008 — 2012
Finance & Economics

West Genesee High School   2004 — 2008

Ben Richey Ben Richey Charlotte, North Carolina Area Details
Ben Richey's Wells Fargo Advisors Experience April 2006 - January 2010
Job Financial Advisor at Founders Federal Credit Union
Industry Financial Services
Experience
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

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