Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Encore Dermatology, Inc May 2015 - Present
Zenefits October 2014 - May 2015
Wells Fargo Advisors May 2012 - October 2014
Morgan Stanley August 2010 - May 2012
Skills
Marketing, Social Media, Social Media Marketing, Marketing Strategy, Leadership, Customer Service, Business Development, Social Networking, Sales Management, Microsoft Excel, Series 7, Wealth Management, Management, Team Motivation
Education
Arizona State University 2006 — 2010
Bachelor's degree, Business/Commerce, General
Arizona State University
W.P Carrey school of business , Business/Commerce, General
Highland Capital Management, L.P. December 2014 - Present
Walton Group of Companies November 2013 - December 2014
Wells Fargo Advisors May 2008 - November 2013
Education
Arizona State University 2006 — 2010
Bachelor of Interdisciplinary Studies, Business, Sociology
Xavier College Preparatory 2002 — 2006
Wells Fargo May 2014 - Present
Next Level Personal Training & Wellness August 2011 - Present
Signature Consultants April 2011 - Present
Wells Fargo Advisors April 2011 - December 2012
Cabarrus Health Alliance April 2005 - January 2011
Skills
Business Process..., Public Health, Prevention, Wellness, Healthcare, Business Analysis, Nutrition, Diabetes, Public Speaking, Nonprofits, Program Development, Management, Program Management, Data Analysis, Entrepreneurship, Team Building, Leadership, Community Outreach, Analysis, Recruiting, Marketing, Training
Education
University of South Carolina-Columbia 2003 — 2005
Master of Science in Public Health (M.S.P.H.), Epidemiology
Appalachian State University 1998 — 2002
Bachelor of Science (B.S.), Health Promotion & Nutrition, Summa Cum Laude
Vanguard November 1997 - Present
Wells Fargo Advisors September 1990 - July 1997
Skills
Leadership, Business Planning, Process Improvement, Customer Service, Financial Services, Mutual Funds, Coaching, PowerPoint, Strategic Planning, Microsoft Office, Microsoft Excel, Business Strategy, Employee Benefits, Microsoft Word, Start-ups, Retail, Personal Development, Sales, Relationship Management, Leadership Development, Caregiver, Investments
Education
Arizona State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Phoenix College
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo Advisors July 2015 - Present
Passport - Mobile Payments for Parking and Transit August 2014 - June 2015
Family Dollar September 2012 - July 2014
Family Dollar April 2012 - August 2012
Family Dollar June 2011 - April 2012
Skills
Leadership, Project Management, Time Management, Team-oriented, Event Planning, Customer Service, Advertising, Marketing, Team Building, Communication Skills, Project Coordination, Building Relationships, Budgeting & Forecasting, Driven By Results, Social Networking, Microsoft Office, SharePoint, Retek, Mistake Proofing, Production Support, Relationship Management, Internal Communications, Teamwork, Problem Solving, Business Decision Making, Delivering Results, Achieve Results, Quick Thinker, Easily Adaptable, Challenge Driven, Critical Thinking, Brand Development, Social Media
Education
Appalachian State University 2007 — 2011
Bachelor of Science (BS), Communications, Advertising
Porter Ridge High School 2005 — 2007
High School
Sun Valley High School 2003 — 2005
High School
Wells Fargo Advisors January 2010 - Present
Morgan Stanley Wealth Management May 2008 - January 2010
Citi Smith Barney February 1988 - May 2008
Skills
Retirement Planning, Asset Allocation, IRAs, Insurance, Fixed Annuities, 401k Rollovers, Roth IRA, 529 Plans, Variable Annuities, Estate Strategies, Series 7, Asset Management, Investments, Retirement, Series 63, Mutual Funds, Investment Advisory, Securities, Finance, Portfolio Management, Estate Law
Education
Arizona State University, W. P. Carey School of Business 1965 — 1968
Bachelor's degree, Business
Eastern New Mexico University 1964 — 1965
Freshman Year 1964, Business Administration and Management, General
Alliance Wealth Builders, Inc. August 2014 - Present
Real Estate Intelligence Agency March 2012 - July 2014
Wells Fargo Advisors October 2011 - March 2012
BBVA Compass January 2010 - October 2011
Skills
Financial Analysis, Financial Risk, Investment Properties, Investment Advisory, Actuarial Consulting, Investment Strategies, Business Acquisition, Land Acquisition, Turnkey Projects, Marketing Communications, Business Development, Investor Relations, Investor Sales, Strategic Communications, Corporate Communications, Corporate Finance, Investment Banking, Retail Banking, Banking, Risk Management, Return on Investment, Gross Profit Analysis, ROI Optimization, Cap Rates, Operating Expenses, Account Management, Pre-sales, International Sales, Direct Sales, Sales Process, Sales Presentations, Sales Promotion, Tactical Sales Planning, Commercial Real Estate, Real Estate Marketing, Contract Negotiation, Wholesale Real Estate, Property Flipping, Fiscal Rehabilitation, Investors, Microsoft Office, Sales
Education
Auburn University 2009 — 2013
Bachelor of Science (BSc), Actuarial Science
Huntsville High School 2005 — 2009
Wells Fargo Advisors April 2014 - Present
Target August 2010 - April 2014
Target August 2009 - August 2010
Target March 2007 - August 2009
Target August 2005 - March 2007
Skills
Data Warehousing, Microstrategy, Business Intelligence, Business Intelligence..., OBIEE, Requirements Gathering, Data Analysis, Leadership, Business Analysis, SharePoint, Visio, MicroStrategy, Databases, SDLC, Process Improvement, Data Integration, Business Objects, SQL, Project Management, Data Warehouse..., ETL, Teradata, Data Modeling, Database Design
Education
Augsburg College
Bachelor of Arts (B.A.), Business Administration and Management, MIS
Northfield High School
Northfield High School
Wells Fargo Advisors July 2013 - Present
Local Culture Yogurt LLC December 2011 - June 2012
Alumni Association Arkansas State University January 2010 - May 2011
Jonesboro Regional Chamber of Commerce June 2010 - August 2010
Education
Arkansas State University 2010 — 2011
Master of Business Administration (M.B.A.)
Arkansas State University 2005 — 2009
Bachelor's degree, Marketing
Wells Fargo Advisors June 2009 - Present
Edward Jones August 1993 - June 2009
Beck/Arnley 1987 - 1993
Skills
Investments, Series 7, Wealth Management, Asset Allocation, Alternative Investments, Investment Strategies
Education
Auburn University 1980 — 1986
Bachelor's degree, Marketing and Distributive Education
Auburn University 1980 — 1986
Bachelor's degree Marketing and Distributive Education
John Carroll Catholic High School
Lamar Smith Signature Homes 1900 - Present
ADT 2009 - December 2012
United WebWorks, Inc 2012 - 2012
Bank of America 2009 - 2010
SunTrust Mortgage 2006 - January 2009
Wells Fargo Advisors October 2003 - December 2006
Skills
New Business Development, Sales, Account Management, Customer Service, Negotiation, Strategic Planning, Marketing Strategy, Team Building, Business Development, Marketing, Microsoft Office, Key Account Management, Direct Sales, Contract Negotiation, Business Strategy, Microsoft Excel, Budgets, B2B, Sales Process, Solution Selling, Portfolio, Listings, Selling, Mortgage Lending, FHA, Sellers, New Home Sales, VA loans, Management, Real Estate, Real Estate Transactions, Online Marketing, Training, Property Management, Lead Generation, Social Media Marketing, Property, Investors, Sales Operations, Salesforce.com, First Time Home Buyers, Leadership, Referrals, Residential Homes, Sales Presentations, Customer Satisfaction
Education
Armstrong Atlantic State University 1997 — 2000
USAA December 2013 - Present
Discover Financial Services January 2009 - June 2011
Wells Fargo Advisors June 2006 - April 2008
Happy Days Montessori June 2002 - June 2004
Household Credit Services November 2001 - June 2002
Naval Post Child Development Center February 2001 - November 2001
Hecht's Department Store December 1998 - June 2000
Ft. Lewis Hospital May 1995 - August 1995
Skills
Customer Service, Typing, Credit, Problem Solving, Banking, Customer Satisfaction, Client Rapport
Education
Ashford University
Bachelor's
Norfolk State University 1998 — 2000
Ameriprise Financial Services, Inc. April 2014 - Present
Principal Financial Group August 2012 - April 2014
Wells Fargo Advisors October 2010 - 2012
Augsburg College January 2010 - January 2011
Mavo Systems June 2005 - September 2010
Augsburg College 2006 - 2010
CRHS 2000 - 2006
Skills
Series 7, Series 63, Portfolio Management, Financial Advisory, Wealth Management, Employee Benefits, Investment Strategies, Asset Allocation, Retirement Benefits, Retirement Planning, Business Planning, Investment Advisory, Executive Protection, Income Protection, Key Person Protection, Asset Protection, 401k, 403 b, IRAs, Roth IRA, Estate Planning, Saving for Education, Rollovers, Securities, Financial Management..., Financial Analysis, Disability Insurance, Insurance, Life Insurance, Mutual Funds, Managed Money, Asset Managment, Accounting, Project Management, Health Insurance, Valuation, Business Networking, Retirement, Strategic Financial..., Estate Tax Planning, Succession Planning, ESOP, 401k Rollovers, Non-Qualified Deferred..., Business Valuation, College Savings Plans, Tax-advantaged..., Executive Benefit..., Finance, Stock Market
Education
Augsburg College 2007 — 2011
Finance, Business Administration, and a minor in Managment Information Systems, Business, Finance
CRHS 2002 — 2006
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors August 2009 - April 2015
Edward Jones June 2006 - August 2009
Edward Jones June 2006 - August 2009
Skills
Series 7, Bonds, Fixed Income, Series 63, Bloomberg, Investments, Trading, Securities, Capital Markets, Financial Analysis, Financial Markets, Hedge Funds, Risk Management, Derivatives, Structured Products, Bloomberg Terminal, Hedging
Education
Arizona State University - W. P. Carey School of Business 2002 — 2006
B.S., Honors in Finance
Bank of America April 2014 - Present
WebTechnoPro September 2010 - Present
Wells Fargo Advisors August 2013 - July 2014
TIAA-CREF November 2012 - June 2013
First National Bank of Omaha July 2012 - October 2012
PAD Development program In Togo July 2007 - March 2009
Skills
Web Applications, Databases, Java, JavaScript, C#, PHP, CSS, Project Management, Social Media, MySQL, SQL, Business Analysis, Web Design, Web Analytics, E-commerce, SEO, Web Development, Business Intelligence, Software Project..., Online Marketing, Email Marketing, Promotions, Social Media Marketing, CSS3, HTML 5, J2EE Application..., EJB, MVC, Object Oriented Design, AngularJS, Dojo.js, Bootstrap, Zend Framework, Java Enterprise Edition, HTML5
Education
Penn State University 2011 — 2012
Object Oriented Programming Certificate, J2EE, MySQL, HTML/CSS, Java Sun System Programming, A
Ashworth College 2010 — 2011
C# Cetificate, Computer Programming
Université de Lomé 2003 — 2008
Master's, Sociology
Urbanization
Master of Art, Sociology; Social Change
Raymond James Financial Services, Inc., Member FINRA/SIPC November 2012 - Present
Wells Fargo Advisors September 2008 - November 2012
JPMorgan Chase May 2005 - September 2008
Morgan Stanley Wealth Management June 2004 - April 2005
Air Products and Chemicals May 2001 - May 2004
United States Air Force July 1996 - July 2000
Skills
Series 65, Series 7, Investment Banking, Private Equity, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Tactical Asset..., Retirement, Estate Planning, Exchange Traded Funds, Bonds, Mutual Funds, 3rd Party Money Managers, 403 b, 401k, Fixed Annuities, Indexed Annuities, Variable Annuities, Life & Health Insurance..., Series 63, series 31, Military, Military Experience, Aerospace, Arizona Relocation, Aerospace Engineering, Non-profit Volunteer, Non-profit Leadership, Investment Management
Education
Arizona State University 2001 — 2004
Bachelor of Science (B.S.), Global Business Management
CloudBlue Technologies, an Ingram Micro company May 2014 - Present
AXA Advisors February 2014 - May 2014
DW Sports Management March 2013 - April 2014
Mesa Airlines May 2013 - August 2013
Shahon's Shoes 2005 - 2012
Desert Urology Consultants June 2011 - August 2011
Wells Fargo Advisors July 2010 - August 2010
Skills
Leadership, Microsoft Excel, Microsoft Office, Social Media Marketing, Strategic Planning, Customer Service, Entrepreneurship, Financial Analysis, Online Marketing, Team Leadership
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Arcadia High School 2005 — 2009
Schwartz Mabry Private Wealth Advisory, LLC 2009 - Present
Wells Fargo Advisors 2009 - Present
Morgan Stanley Wealth Management 2005 - 2009
Merrill Lynch 1999 - 2005
Skills
Investment planning, Financial Advice, Management, Wealth Management, Retirement Planning, Asset Management, Investment Strategies
Education
Arizona State University 1992 — 1997
Bachelor of Arts (BA), Sport Psychology
Fortress Financial Strategies May 2014 - Present
Fortress Insurance Services January 2009 - Present
JC Grason March 2011 - March 2014
Wells Fargo Advisors October 2009 - September 2010
Wachovia Securities Financial Network January 2007 - October 2009
Wachovia Securities Financial Network January 2005 - January 2007
Skills
Financial Advisory, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Health Insurance, Investments, Financial Planning, Fixed Annuities, Mutual Funds, Life Insurance, Estate Planning
Education
Arizona State University
Bachelor's Degree, Finance
College of Financial Planning
CRPC, Finance
University of Phoenix
Master of Business Administration (M.B.A.)
Alliance for Downtown New York June 2014 - Present
The White House & Secretary Hillary Clinton February 2014 - Present
Wells Fargo Advisors April 2011 - January 2014
PNC Bank July 2010 - April 2011
NC State Employees Credit Union October 2007 - June 2010
NYC Department of Education November 2006 - May 2007
Skills
Project Management, Event Management, Relationship Management, Conflict Resolution, Management, Business Analysis, Change Management, Account Management, Budget Process, Operations Management, Team Management, Event Planning, Analysis, Nonprofits, Strategic Planning, Community Outreach, Leadership, Budgets
Education
Appalachian State University
Bachelor of Science (BS), Communication, General
Wells Fargo Advisors October 2013 - Present
Skills
Investment Strategies, Retirement Planning, Financial Advisory, Financial Services, Relationship Management, Retirement, Securities, Business Owner Planning, Retirement Savings, Multi-generational..., Asset Allocation, Mutual Funds
Education
Auburn University
Bachelor of Science (BS), Finance
Wells Fargo Advisors February 2010 - Present
US Bancorp Investments July 1988 - February 2010
Thomson McKinnon Securities July 1983 - July 1988
Skills
Financial Guidance, Regular Informative..., Investment Analysis, Investments, Retirement Planning
Education
Auburn University 1975 — 1980
Bachelor of Science (BS), Industrial Management
Wells Fargo September 2013 - Present
Wells Fargo Advisors April 2012 - August 2013
Emerald Petroleum July 2011 - March 2012
Morgan Stanley Smith Barney February 2011 - June 2011
Sterne Agee June 2010 - August 2010
Sterne Agee June 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Strategic Financial..., IRAs, Investment Advisory, Life Insurance, Asset Allocation, Asset Managment, Financial Analysis, Financial Services, Retirement, Loans, Financial Advisory, Investment Strategies, Alternative Investments, Roth IRA, 529 Plans, ETFs, FINRA, Mortgage Lending, Series 66, Uniform Combined State..., Mutual Funds, 401k, Finance, Credit, Small Business Lending, Private Banking, Asset Management, Financial Planning
Education
Auburn University, College of Business 2006 — 2010
Finance, General
Savannah Country Day School 1992 — 2006
High School
Wells Fargo December 2013 - Present
Wells Fargo Advisors January 2012 - December 2013
Wells Fargo Advisors December 2008 - January 2012
Wachovia Securities Financial Network 2005 - 2008
Wachovia Securities Financial Network 2004 - 2005
Cornerstone Realty 2001 - 2004
US Airways 2000 - 2001
Skills
Risk Management, Business Continuity..., Business Unit and..., Access Control..., LDRPS, ACT / ART, Sharepoint Administrator, Quality Assurance, Project Services /..., MRS / IQN, Financial Mgmt, Stamp, Site Management, Microsoft Office, PowerPoint, Visio, Outlook, Microsoft Excel, PeopleSoft, Smartboard
Education
Appalachian State University 1995 — 2000
Bachelor's degree, Public Health Education and Promotion
Ameriprise Financial Services, Inc. June 2014 - Present
Wells Fargo Advisors 2010 - 2014
UBS 2007 - 2010
National City Bank 2005 - 2007
Comerica Wealth & Institutional Management 2004 - 2005
Fidelity Investments 1999 - 2004
Education
Eastern Michigan University 1993 — 1997
Arizona State University 1992 — 1993
Wells Fargo Advisors July 1999 - Present
Skills
Retirement Planning, Investment Planning, 401k Rollovers, Retirement Savings, Financial Advisory, Strategic Planning, Wealth Preservation..., Bonds, Annuites, Stocks
Education
University of Arkansas at Little Rock 2001 — 2004
Master of Business Administration (MBA), Business
Arkansas State University 1991 — 1996
BME, Music Education
Tilia Fiduciary Partners, Inc. June 2011 - Present
Wells Fargo Advisors October 2006 - June 2011
Education
Appalachian State University 2001 — 2005
B.S.B.A
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Bank February 2008 - Present
Wells Fargo Advisors October 2009 - February 2015
Wells Fargo Bank January 2010 - January 2011
Skills
Investments, Relationship Management, Insurance, Customer Service, Mutual Funds, Asset Allocation, Brokerage, Charitable Remainder..., Financial Advisory, Financial Planning, Cultivating..., Insurance Planning, Permanent Life Insurance, Defined Benefit, Business Acquisition..., Trusted Business Advisor, Customer Satisfaction, Wealth, Irrevocable Life...
Education
Arizona State University, W. P. Carey School of Business 2006 — 2009
finance
Wells Fargo Advisors September 2011 - Present
National Agricultural Marketing Association January 2011 - May 2011
Mesa Public Schools August 2008 - May 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, PC/MAC Knowledge, @Risk Software, Microsoft Outlook
Education
Arizona State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Small Business Administration/Management
Arizona State University Polytechnic
Bachelor of Science, Business Administration
Mesa Community College
Associates, Arts
Mesa Community College 2005 — 2007
Associate of Arts (A.A.), General Studies
Wells Fargo Advisors May 2013 - Present
Edward Jones August 2012 - May 2013
JPMorgan Chase September 2007 - December 2011
DnA Resale March 2001 - May 2011
Wells Fargo Advisors 1998 - 2005
Skills
Investments, Fixed Annuities, Finance, Mutual Funds, Life Insurance, Insurance, Long-term Care, Management, Sales, Retirement Planning, Leadership, Marketing, Disability Insurance, Financial Analysis, Financial Services, Health Insurance, Term Life Insurance, 401(k) Rollovers, Estate Investment..., Financial Advisory, Fixed-Income Strategies, Investment Planning, Investment Strategies, Multigenerational..., Relationship Management, Retirement, Retirement-Plan..., Retirement Savings, Risk Management, Stock Analysis, Strategic Planning, Tax–Efficient Strategies, Wealth-Preservation...
Education
Arizona State University 2005 — 2007
Business, Management, Marketing, and Related Support Services
University of Phoenix
Bachelor of Science in Business/ Marketing
Merrill Lynch December 2014 - Present
Wells Fargo Advisors June 2014 - December 2014
Wells Fargo Advisors October 2013 - June 2014
Auburn University August 2009 - May 2013
Stein Mart May 2012 - August 2012
Initial Outfitters May 2011 - August 2012
Skills
Photoshop, Teamwork, Management, Marketing, Microsoft Excel, Microsoft Word, Microsoft Access, iWork, Public Speaking, Public Relations
Education
Auburn University 2009 — 2013
Bachelor of Science, Business Marketing
Paxon School for Advanced Studies 2005 — 2009
Graduated in 2009 with Honors
Wells Fargo Advisors July 2001 - Present
Skills
Investments, Finance, Retirement Planning, College Education..., Income Planning for..., Retirement Rollovers
Education
Armstrong Atlantic State University 1981 — 1984
Bachelor of Science (B.S.), Biology/Biological Sciences, General
West Laurens High Scool, Georgia
Mercury Financial Group July 2012 - Present
Wells Fargo Advisors January 2003 - March 2012
Hartford Life July 1998 - December 2002
Equitable Life January 1980 - June 1998
Skills
Retirement Planning, Succession Planning, life insurance, Wealth Management, estate planning, Multi-generational..., Charitable Trusts, Charitable Gift Planning, Executive Compensation..., Estate Planning, Life Insurance, Insurance, Microsoft Office
Education
Arizona State University 1969 — 1973
Bachelor of Science (BS)
Wells Fargo February 2014 - Present
Wells Fargo Advisors October 2013 - Present
Wells Fargo July 2012 - Present
Kepner-Tregoe Inc. December 2010 - January 2012
AchieveGlobal December 2010 - January 2012
Communispond December 2010 - January 2012
Kepner-Tregoe December 2010 - January 2012
Manila Water Company, Incorporated October 2008 - February 2009
L'Oréal November 2004 - October 2005
Skills
Training, Coaching, Leadership Development, Management Consulting, Financial Management, Entrepreneurship, Leadership, Performance Management, Employee Engagement, Credit Management, Behavioral Intervention, Psychological Assessment, Psychological Testing
Education
Argosy University 2010 — 2012
MA, Forensic Psychology
Far Eastern University 2003 — 2008
Bachelor of Science, Psychology
LearnVest, Inc. May 2014 - Present
Arizona Care Providers September 2009 - May 2014
Wells Fargo Advisors December 2012 - April 2014
Wells Fargo Advisors March 2011 - December 2012
Seamans Wealth Management May 2010 - March 2011
Skills
Finance, Marketing, Start-ups, Financial Planning, Process Efficiency, Financial Modeling, Investments, Market Research, Portfolio Management, Wealth Management, Series 7, Series 66, Salesforce.com, CRM, Microsoft Excel
Education
Arizona State University
Bachelor’s Degree
George West High School
NMS Capital Advisors, LLC 2013 - Present
Wells Fargo Advisors 2008 - 2012
Citi 2003 - 2008
Bernstein Global Wealth Management 2000 - 2003
Imperial Bank 1997 - 2000
California United Bank` 1994 - 1997
Skills
Investments, Investment Banking, Wealth Management, Financial Advisory, Venture Capital, Alternative Investments, Financial Services, Securities, Private Equity, Equities, Asset Management, Finance, Capital Markets, Series 7, Hedge Funds, Investment Strategies, Investment Advisory, Asset Managment, Asset Allocation, Fixed Income, Bonds, Loans, Series 63, U.S. Immigration, Insurance, Stock Trading
Education
Arizona State University 1982 — 1987
Bachelor of Science (B.S.)
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors, LLC September 2008 - Present
Star Manufacturing Intl. Inc. 2006 - 2007
J.A. Glynn & Company 2000 - 2006
Investment Counselors Incorporated 1990 - 2000
Skills
Project Management, Human Resources, Budgets, Sales, Process Improvement, SharePoint, Customer Service, Marketing, Analysis, Strategy, Program Management
Education
Ashford University 2009 — 2011
PR/Marketing, Bachelors, Marketing/Project Management
Southwestern Illinois College
Associate of Arts
Wells Fargo Advisors 2008 - Present
Mesa Leadership Class of 2014 August 2013 - May 2014
Skills
Investments, Retirement Planning, Strategy, Mutual Funds, Analysis, Management, Asset Allocation, 401(k) Rollovers, Master Limited..., Investment Strategies, Wealth Preservation..., Financial Analysis, Tactical Asset..., Tax-Efficient Strategies, Stocks, Bonds, Municipal Bonds
Education
Arizona State University - W. P. Carey School of Business 2004 — 2008
B.S., Management
Arizona State University 2004 — 2008
B.S., Management
Wells Fargo Advisors, LLC May 2009 - May 2014
Wells Fargo Advisors 2014 - 2014
Wells Fargo Advisors, LLC January 2006 - May 2009
Wachovia Securities, LLC January 1998 - December 2005
Education
Appalachian State University 1987 — 1991
Bachelor's degree
Belk October 2014 - Present
Wells Fargo Advisors October 2013 - October 2014
LPL Financial January 2013 - August 2014
Bank of America (Consultant) June 2012 - December 2012
Ally Financial - (Consultant) May 2010 - May 2012
Wachovia, A Wells Fargo Company August 2009 - March 2010
Belk April 2000 - March 2009
Belk April 1996 - April 2000
Belk April 1992 - April 1996
Skills
Business Analysis, SQL, Retail, Technical Analysis, SDLC, Visio, Requirements Analysis, Integration, Requirements Gathering, DB2, SharePoint, COBOL
Education
Appalachian State University 1978 — 1984
BSBA, Information Technology, Business Management
Harland Clarke January 2014 - Present
Harland Clarke May 2012 - December 2013
Wells Fargo Advisors June 2010 - June 2011
Wells Fargo Investments September 2005 - January 2010
Wells Fargo Private Asset Management November 2002 - September 2005
Wells Fargo Private Asset Management December 2000 - November 2002
Wells Fargo Private Asset Management March 2000 - December 2000
Skills
Portfolio Management, Equities, Strategy, Securities, Financial Services, Wealth Management, Asset Allocation, Due Diligence, Leadership, Business Development, Finance, Corporate Finance, Bloomberg, Banking, Investment Management, Analysis, Strategic Financial..., Relationship Management, Financial Modeling, Fixed Income, Financial Markets, Equity Research, Financial Analysis, Valuation, Asset Management, Management, Financial Planning
Education
Arizona State University, W. P. Carey School of Business
MBA
Brigham Young University
Bachelor of Science
Scottrade October 2014 - Present
Wells Fargo March 2014 - October 2014
Wells Fargo Advisors December 2013 - February 2014
Wells Fargo Advisors April 2013 - December 2013
United Renewable Energy August 2011 - June 2012
OneWorld Sustainable January 2011 - August 2011
Jos. A. Bank July 2009 - July 2010
Fiduciary Analytics October 2005 - May 2006
Skills
Photovoltaics, Project Planning, Strategic Planning, Sustainability, Project Coordination, PowerPoint, Budgets, Investments, Fundraising, Asset Allocation, Retirement Planning
Education
Arizona State University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Plano Senior High 1995 — 1999
High School Diploma, High School/Secondary Diplomas and Certificates
Wells Fargo Advisors August 2005 - Present
Education
Arkansas State University 1977 — 1981
Marketing, Bachelor of Science
Guaranty Bank & Trust January 2012 - Present
Wells Fargo Advisors 2011 - February 2012
Wells Fargo Wealth Management Group January 2010 - June 2011
Wells Fargo July 2008 - June 2009
Wells Fargo August 2007 - 2008
Skills
Commercial Banking, Small Business Lending, Mortgage Lending, Investments, Retail Banking, Wealth Management, Risk Management, Customer Service, Portfolio Management, Finance, Strategic Financial..., Cash Management, Relationship Management, PowerPoint, Private Banking, Loan Origination, Consumer Lending, Asset Management, Due Diligence, Financial Risk, Lines Of Credit, Mergers & Acquisitions, Refinance, Residential Mortgages, Treasury Management, Underwriting, Credit Risk
Education
Arizona State University 2003 — 2007
Balance Staffing October 2013 - Present
Plumchoice-Hewlett Packard October 2013 - Present
Self-employed 2009 - Present
JCW Computer Consulting, LLC May 2014 - February 2015
Brooksource 2015 - 2015
Brooksource 2015 - 2015
Wells Fargo April 2013 - August 2013
Wells Fargo Advisors January 2013 - January 2013
Protingent 2013 - 2013
Skills
PC building, Software Installation, Computer Hardware, Hardware Installation, Networking, Hardware Diagnostics, Printers, Troubleshooting, Operating Systems, HP, Windows XP, Windows 7, Desktop Computers, Dell Computers, Customer Service, Microsoft Office, Remote Desktop, Hardware, Technical Recruiting, Technical Support, Windows, Active Directory, Information Technology
Education
Network Learning Institute 2011 — 2012
CompTia A+, Computer Systems Analysis/Analyst
Art Institute of Philadelphia 1991 — 1994
Associate's degree, Media Arts Business
Deloitt Prust October 2006 - Present
Wells Fargo Advisors August 2001 - May 2004
Wells Fargo 1995 - 1997
Skills
Finance, Business Analysis, Financial Analysis, Financial Reporting, Financial Risk, Financial Audits, Financial Advisory
Education
Cornell University - Johnson Graduate School of Management 2004 — 2006
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Arizona State University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Advisors 2010 - 2012
Pulte Homes 2003 - 2009
Sivage Thomas Homes 2001 - 2003
The Hyland Bay Company 1999 - 2001
Granjas Carroll de Mexico 1996 - 1999
the U.S. Navy 1976 - 1994
Education
Rockhurst College
MBA, International Finance
Arizona State University
BS, Business Administration
Wells Fargo Advisors January 2013 - Present
Express Scripts August 2012 - January 2013
Wells Fargo Advisors October 2010 - April 2012
TPI September 2009 - May 2011
St Elizabeth Ann Seton April 2009 - September 2009
New Dimension Group March 2008 - September 2008
EDS August 1995 - April 2007
Skills
ITIL, CAPM, Project Management, Data Analysis, Contract Management, Business Analysis, Change Management, Visio, Access, Process Improvement, Team Leadership, Coaching, Project Planning, Strategic Planning, Program Management, Integration, Financial Analysis, Forecasting, Budgets, Business Process, Vendor Management, Analysis, PMP, Business Process...
Education
Aquinas College 1989 — 1993
BS/BA, Business, Communication
Ladywood High School 1985 — 1989
Diploma, College Prep
Wells Fargo Advisors June 2014 - Present
Wachovia, A Wells Fargo Company January 2006 - June 2014
Education
Appalachian State University 2001 — 2004
BSBA Marketing
Alpha Capital Management Group, LLC July 2015 - Present
Wells Fargo Advisors August 2013 - July 2015
BCT Wholesale Printing June 1995 - August 2013
Mark's Super Valu Food Store January 1989 - June 1995
Skills
401k, 401k Rollovers, Qualified Retirement..., Retirement Benefits, Financial Analysis, Investments, Retirement Plan..., Self Directed IRA, Deferred Compensation, SEP IRA, Management, Entrepreneurship, Retirement Planning, Financial Advisory, IRAs, Long Term Care Insurance, Financial Modeling, Corporate Finance, Managerial Finance, Fixed Annuities, Variable Annuities, Life Insurance, Disability Insurance, Simple IRA, ETFs, Mutual Funds
Education
Arizona State University 1985 — 1989
Bachelor's degree, Business Administration, Management and Operations
Wells Fargo Advisors August 2009 - Present
Morgan Stanley 2003 - 2009
U.S. Army 1982 - 1992
Skills
Retirement Planning, Investments, Insurance, Financial Services, Financial Advisory, Fixed Annuities, Strategic Planning, Financial Analysis, Retirement, Risk Management, New Business Development, Buiness-Owner Planning, Fixed-Income Strategies, Investment Strategies, Multigenerational..., Wealth Preservation..., Tax-Efficient Strategies, Estate Planning...
Education
College for Financial Planning 2003 — 2003
CFP, Financial Planning
Auburn University 1988 — 1989
M.Ed, Counseling
Eastern Michigan University 1980 — 1983
B.S., Economics
Union Bank Investment Services June 2013 - Present
Wells Fargo Advisors January 2005 - June 2013
Charles Schwab 1990 - 2005
Skills
Series 7, Series 8, Series 24, Series 53, Series 63, Investments, Insurance, Management, Securities, Selling, Sales, Training, Sales Management, Wealth Management, Portfolio Management, Retirement, Strategic Planning, Leadership, FINRA
Education
Arizona State University 1998 — 2000
MBA
Joint Active Systems, Inc March 2013 - Present
Wells Fargo Advisors September 2012 - December 2012
Scottrade May 2012 - December 2012
Community Council of St Charles County February 2012 - May 2012
CCH Secretarials Limited March 2011 - July 2011
HSBC August 2010 - August 2010
Skills
Proficient in Microsoft..., Native in Mandarin,..., Cantonese, English, Mandarin, Microsoft Word, Microsoft Excel, Financial Analysis
Education
Washington University in St. Louis - Olin Business School 2011 — 2012
Master, Accounting
The Hong Kong Polytechnic University 2007 — 2011
BBA, Accounting and Finance
Aston University 2009 — 2010
Exchange Student, Business, Accounting, Finance, Economics, Supply Chain
Wells Fargo Advisors May 2013 - November 2014
Merrill Edge June 2012 - May 2013
Merrill Lynch January 2010 - June 2012
Education
Arizona State University 2005 — 2009
Bachelor of Science (B.S.), Human Development and Family Studies, General
Wells Fargo Advisors March 2003 - Present
Smith Barney 1997 - 2003
Robinson-Humphrey 1991 - 1997
Skills
Retirement Planning, Financial Advisory, 401k Rollovers, Estate Investment..., Asset Allocation, Mutual Funds, Alternative Investments, Investments, Investment Strategies, Financial Analysis, Retirement, Equities, Securities, Financial Services, Finance
Education
Auburn University 1983 — 1988
Bachelor's degree, Business Management
HHS
Wells Fargo Advisors February 2009 - Present
Wells Fargo Advisors January 2009 - June 2011
Wells Fargo Bank/Investments December 2006 - January 2009
AIM Investments August 2004 - June 2006
Skills
Insurance, Leadership, Mutual Funds, Aware, Savvy, Competent
Education
Colorado State University 2001 — 2004
BS, Business Administration; Organizational Management Concentration
Arizona State University 1999 — 2001
general
Wells Fargo Advisors June 2012 - Present
Savory Foods Inc. June 2010 - February 2012
Aquinas College May 2010 - August 2010
Acton Institute January 2010 - June 2010
Education
Aquinas College 2008 — 2012
Bachelors of Science, Mathematics, Spanish
Universidad de Salamanca 2010 — 2010
Cursos Internacionales, Spanish Program, Junior Year, Aquinas College
Mason High School
Udall Shumway PLC June 2012 - June 2014
Wells Fargo Advisors December 2011 - June 2012
LDS Church August 2009 - March 2012
Guthrie Mainstream Svc July 2009 - August 2011
Skills
Accounting, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Bookkeeping, Leadership, Social Media, Public Speaking, QuickBooks, Outlook, Data Entry, Computer Proficiency, Microsoft Word, Management, Research, Marketing, Legal Research, Tax, Team Building, Sales
Education
University of California, Los Angeles - School of Law 2014 — 2017
Doctor of Law (J.D.), Business/Commerce, General
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelor of Science (BS), Accounting
TIAA-CREF August 2015 - Present
Wells Fargo Advisors October 2013 - August 2015
Wells Fargo October 2010 - October 2013
Wells Fargo February 2009 - October 2010
Wells Fargo May 2007 - February 2009
Wells Fargo October 2004 - May 2007
Skills
Retirement Planning, Relationship Management, Investments, Wealth Management, Portfolio Management, Loans, Finance, Mortgage Lending, Loan Origination, Banking, Credit, Retail Banking, Commercial Banking
Education
University of Oregon 2001 — 2004
Bachelor or Science, Economics
Arizona State University 2000 — 2001
Pre-Business
Beaverton High 1997 — 2000
Wells Fargo Advisors November 1998 - Present
Education
Appalachian State University 1973 — 1976
Bachelor's degree, Business/Office Automation/Technology/Data Entry
Wilkes Community College 1971 — 1973
Associate in Applied Science, Business/Office Automation/Technology/Data Entry
Elkin High School, Elkin, NC
Diploma
Edward Jones January 2014 - Present
Wells Fargo Advisors August 2013 - January 2014
Bonhams & Butterfields March 2013 - August 2013
Organization for Security and Co-operation in Europe January 2010 - February 2013
EastWest Institute August 2011 - April 2012
San Francisco Department of Elections August 2010 - November 2010
Texas Attorney General February 2010 - August 2010
Organization for Security and Co-operation in Europe (OSCE) January 2010 - February 2010
Travis County September 2008 - November 2008
University of Texas at Austin June 2007 - August 2008
Skills
Foreign Policy, International Relations, Politics, Public Policy, Russian, Community Outreach, Policy Analysis, Government, Political Science
Education
The University of Texas at Austin 2004 — 2008
M.A., Slavic and Eurasian Studies
Arizona State University 2006 — 2006
N/A, Serbo-Croatian
Middlebury College 2005 — 2005
N/A, Russian
University of Illinois at Urbana-Champaign 2000 — 2003
B.A., History/Russian
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC May 2015 - Present
Wells Fargo Advisors September 1999 - May 2015
Education
Auburn University 1989 — 1993
BS, Business Administration
Reicher Catholic High School 1985 — 1989
Wells Fargo Advisors February 2008 - Present
UBS Financial Services December 1992 - February 2008
Education
Auburn University 1964 — 1968
Bank of America July 2015 - Present
Bank of America June 2014 - July 2015
Wells Fargo Advisors November 2013 - April 2014
Wells Fargo May 2012 - April 2014
JP Morgan Chase October 2010 - September 2011
Skills
Supply Chain Operations, Logistics Management, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Stockbroking, Series 6, Life & Health Insurance..., Marketing
Education
Arizona State University 2005 — 2010
Bachelors of Arts, English
Seton Catholic High School 2001 — 2005
Arizona High School Diploma, High School/Secondary Diplomas and Certificates
Wells Fargo Advisors November 2012 - Present
Tory Burch November 2011 - June 2012
SLK Creative November 2011 - January 2012
sugarbomb pr October 2011 - November 2011
Ian Designs Inc June 2011 - September 2011
Finish Line July 2010 - March 2011
Charlotte Russe February 2010 - June 2010
BankAtlantic October 2007 - July 2009
Bank of America January 2006 - May 2007
Skills
Fashion
Education
Art Institute of Fort Lauderdale 2008 — 2011
Bachelor of Science, Fashion Merchandising
Broward Community College 2005 — 2008
Associate of Arts Degree, Finance
The Toro Company June 2014 - November 2014
Wells Fargo January 2014 - May 2014
U.S. Bank May 2012 - August 2013
Wells Fargo Advisors June 2008 - May 2012
Wells Fargo Advisors August 2002 - June 2008
Wells Fargo Advisors November 2000 - August 2002
Ameriprise Financial Services, Inc. August 1999 - November 2000
Skills
Financial Analysis, Financial Advisory, Strategic Financial..., Management, Business Process, Financial Risk..., Team Leadership, Business Analysis, Project Management, Analysis, Investments, Finance, Strategy, Project Planning, Portfolio Management, New Business Development, Risk Management, Financial Modeling, Sales Management, Insurance, Financial Risk, Mutual Funds, Financial Reporting, Teamwork, Equity Research, Investment Management, Equities, Financial Services, Investment Strategies, Asset Allocation, Investment Advisory, Retirement Planning, Fixed Income, Bonds, Securities, Cash Management, Series 7, CRM databases, Business Objects, SAP, Wealth Management, Bloomberg, FINRA, Retirement, Access, Wealth Management..., Relationship Management, Series 63, Asset Management, Managerial Finance
Education
The College of St. Scholastica 2002 — 2003
Bachelor of Arts, Business Administration and Management, General, cum laude
North Hennepin Community College 1995 — 1997
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Anoka Ramsey Community College
Science
Nordstrom August 2015 - Present
D'lish Cafe November 2012 - September 2014
CAIR-AZ 2006 - 2008
Wells Fargo Advisors October 1998 - May 2000
Skills
Fundraising, Event Planning, Security, Media Relations, Public Speaking, Public Relations, Public Policy, Social Skills, Banquets, Advisory Boards, Community Development, Community Outreach, Entrepreneurship, Event Management, Management, Marketing, Marketing Communications, Marketing Strategy, Nonprofits, Program Development, Program Management, Project Management, Project Planning, Research, Social Media, Social Media Marketing, Social Networking, Strategic Planning, Teaching, Team Building, Training, Vegan
Education
Arizona State University 2000 — 2003
Bachelor's degree, Communication and Media Studies
Morgan Stanley 2011 - Present
Merrill Lynch September 2010 - June 2011
Wells Fargo Advisors January 2007 - August 2010
Skills
Public Speaking, Finance, Financial Analysis, Banking, Investments, Microsoft Word, Valuation, Microsoft Excel, Mutual Funds, Insurance, Mortgage Banking, Salesforce.com, Management, Social Media, Wealth Management, Series 7, Series 66, Series 31, Life & Health Insurance...
Education
Mountain View High School 2001 — 2004
Arizona State University - W. P. Carey School of Business
Business, Communication, General
Wells Fargo Advisors July 2007 - Present
JPMorgan Chase & Co. April 2005 - July 2007
JPMorgan Chase & Co. October 2003 - April 2005
Skills
Investments, Insurance, Retirement Planning, Risk Management, 401k Rollovers, Retirement, 401k, IRAs, Wealth Preservation..., Wealth Accumulation, Deferred Compensation, Financial Services, Investment Planning, Multigenerational..., Retirement Plan..., Tax-Efficient Strategies
Education
Art Institute of Pittsburgh 2000 — 2001
Associate’s Degree, Multimedia and Web Design, Dean's Award
Arizona State University 1997 — 1999
Computer Science
Houlihan Lokey May 2015 - Present
AlixPartners January 2015 - May 2015
AlixPartners June 2013 - January 2015
Wells Fargo Advisors June 2011 - August 2011
StandardAero May 2011 - August 2011
American Family Insurance May 2010 - September 2010
Skills
Financial Analysis, Microsoft Excel, Finance, Corporate Finance, Microsoft Word, Analysis, Business Analysis, Accounting, Financial Modeling, Venture Capital, Microsoft Office, PowerPoint, Investment Banking, Mergers & Acquisitions, Discounted Cash Flow..., Customer Service, Research, Leadership, Strategic Planning, Outlook, Valuation
Education
Purdue University - Krannert School of Management 2012 — 2013
Master of Science (M.S.), Finance
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance, Accountancy, Spanish Minor
Condit Quality Assurance Inc. July 2014 - Present
Check City November 2009 - January 2011
Wells Fargo Advisors 2007 - 2009
Meritage Mortgage August 2003 - January 2007
MLSG Home Loans January 2001 - August 2003
Skills
Microsoft Office, Microsoft Excel, Clerical Skills, Clerical Work, Customer Service, Notary Public, Tax Preparation, Sales, Computers, Telecommunications, Microsoft Word, Sales Process, Courage, Listening to customers, Cold Calling, Public Speaking, Social Media Marketing, Team Building
Education
Ashford University 2013 — 2016
Bachelor of Finance and Business, Business Administration and Management, General
Rantoul towship High school 1984 — 1987
High school Degree
PPD Financial September 2009 - Present
Wells Fargo Advisors September 2008 - August 2009
FMG Distributors August 2007 - June 2009
Wachovia Securities Financial Network July 2005 - November 2007
JPMorgan Chase April 2004 - July 2005
Skills
Fluent in Spanish and..., Series 65 and 7 licensed, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Wealth Management, Securities, Fixed Income, Capital Markets, Financial Markets, Finance, Trading, Estate Planning, Fixed Annuities, Insurance, Wealth
Education
Arizona State University 1994 — 1998
Bachelor's degree, History
Springleaf Financial Services February 2015 - Present
Wells Fargo Advisors February 2013 - February 2015
DriveTime January 2012 - February 2013
Events Plus Industries December 2009 - March 2012
Skills
Marketing, Sales, Finance, Customer Service, Management, PowerPoint, Microsoft Word, Loans, Investments, Banking, Product Development, Social Networking, Portfolio Management, Teamwork, Microsoft Office, Retail, Problem Solving, Relationship Management, Financial Analysis, Marketing Strategy
Education
Arizona State University 2011 — 2015
Bachelor of Communication, Communication, General
Chandler/Gilbert Community College 2009 — 2011
Associate of Arts (A.A.)
Horizon Signal Tech. August 2012 - Present
Wells Fargo Advisors August 2008 - August 2012
Skills
Financial Analysis, Securities, New Business Development, Sales Process, Consumer Lending, Business Development, Sales Management, Budgets, Contract Negotiation, Credit, Team Building, Strategic Planning, Strategic Financial..., Series 7, Sales, Retirement Planning, Operations Management, Mortgage Lending, Marketing Strategy, Investments, Customer Service, Management
Education
Auburn University 2000 — 2004
Pre-Law, History, Economics
Tassel Capital Management, Inc. February 2015 - Present
Wells Fargo Advisors June 2014 - February 2015
SunTrust Bank January 2013 - June 2014
UNC Charlotte August 2012 - January 2013
Campus Outreach May 2012 - August 2012
Campus Outreach May 2012 - July 2012
University of North Carolina August 2011 - May 2012
Wal-Mart May 2010 - July 2010
Staples August 2008 - April 2010
Mario's Pizza & Italian Restaurant April 2007 - July 2007
Skills
Customer Service, Leadership, Time Management, PowerPoint, Management, Highly personable, Challenge Driven, Enjoy Challenges, Event Planning, Teamwork, Critical Thinking, Fast Learner, Campus Ministry, SQL, Series 7, Series 63, Series 65, Microsoft Excel, Microsoft Word, Financial Services, Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning
Education
University of North Carolina at Charlotte 2010 — 2013
Bachelor of Business Administration (BBA), Management
Auburn University 2007 — 2008
eTuk Companies March 2015 - Present
Morgan Stanley April 2011 - March 2015
Wells Fargo Advisors September 2008 - April 2011
RBC Professional Trader Group July 2006 - June 2008
Skills
Management, Marketing, New Business Development, Finance, Social Media, Social Media Marketing, Leadership, Business Strategy, Business Development, CRM, Digital Marketing, Event Planning, Entrepreneurship, Networking, Sales Operations, Research, Strategy, Team Leadership
Education
Arizona State University 1994 — 1999
Newmeyer & Dillion August 2015 - Present
Koret Health and Recreation Center December 2011 - May 2015
Newmeyer & Dillion May 2014 - August 2014
Ware Malcomb May 2013 - August 2014
First Legal Support Services March 2013 - May 2013
Wells Fargo Advisors July 2012 - August 2012
Tustin Library May 2010 - August 2010
Skills
Microsoft Excel, Leadership, Time Management, Social Networking, Fundraising, Community Outreach, Marketing, Social Media Marketing, Economics, Nonprofits, Managerial Finance, Data Entry, Spreadsheets, Google Docs, Volunteer Management, Human Resources, Volunteer Coordination, Organization, Red Cross Certified, Accounting, Microsoft Word, PowerPoint, Management, Recruiting, Blogging, Confidentiality, Litigation Assistance
Education
University of San Francisco 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics, Majors
Arcadia University 2013 — 2013
Arnold O. Beckman High School 2007 — 2011
Genesis10 May 2015 - Present
Genesis10 February 2014 - Present
Genesis10 March 2014 - April 2015
Software Consulting Services September 2013 - February 2014
Student Experience July 2012 - October 2013
Mendota Insurance May 2013 - September 2013
Wells Fargo Advisors January 2013 - June 2013
New Brighten Middle School March 2012 - June 2012
Sprint December 2011 - April 2012
Skills
Java, Microsoft Office, Enterprise Software, C++, SQL, .net, Information Technology, HTML, PowerPoint, Project Management, Technical Support, Sales, Networking, .NET, Access, Customer Service, Leadership, Public Speaking, Teamwork, Time Management
Education
Augsburg College 2008 — 2012
Bachelor of Science (B.S.), Computer Science
Wells Fargo Advisors March 2013 - Present
Deutsche Bank June 2007 - March 2013
Northern Trust December 1998 - June 2007
Banc of America Securities 1990 - 1998
Skills
Investment Management, Financial Advisory, Wealth Management, Asset Management, Alternative Investments, Asset Allocation, Investments, Portfolio Management, Series 7, Equities, Fixed Income, Investment Strategies, Wealth Management..., Investment Advisory, Hedge Funds, Mutual Funds
Education
Arizona State University, W. P. Carey School of Business 1982 — 1986
BS, Finance
Calhoun, Proud & Shields Wealth Management Group of Wells Fargo Advisors July 2007 - Present
Wells Fargo Advisors 1998 - 2007
Wells Fargo (formerly First Union) 1997 - 1998
Wells Fargo (Formerly First Union) 1995 - 1997
Skills
Financial Services, Asset Allocation, Financial Advisory, Investment Planning and..., Retirement Planning, Securities, Stock Analysis, Tax-Efficient Strategies, Wealth Preservation..., Deferred Compensation, Concentrated Stock..., Risk Management
Education
Appalachian State University
Bachelor of Science (B.S.)
Wells Fargo Advisors January 2014 - Present
Edward Jones August 2013 - January 2014
AllianceBernstein November 2011 - July 2013
JPMorgan Chase January 2011 - November 2011
American FundsS July 2006 - January 2011
Skills
Equities, Investments, Mutual Funds, Series 7, Customer Service, Compliance, AML, Operational Risk..., Retail Banking, Analysis
Education
William Woods University 2015 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Ashford University 2009 — 2010
Bachelor of Business Administration (BBA)
Valley Forge Military Academy & College 2001 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo Advisors May 2015 - Present
MetLife January 2015 - May 2015
Frankel Lerner & O'Connor May 2012 - August 2014
Skills
Analytical Skills, Communication, Superior Work Ethic, Microsoft Excel, Microsoft Word, Customer Service, Problem Solving, Commitment to Customer..., Social Media Outreach, Commitment towards work, Academic Tutoring, Peer Tutoring, Leadership, Facebook, PowerPoint, Public Speaking, Teamwork, Microsoft Office, Event Planning, Social Media, Time Management, Social Networking, Marketing
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance, 3.88
Wissahickon High School 2008 — 2012
High School Diploma
Wells Fargo Advisors November 2007 - Present
UBS Wealth Management February 1999 - September 2007
Dain Rauscher, Inc. 1989 - 1999
Kidder Peabody 1984 - 1989
Rotan Mosle, Inc. 1977 - 1984
Skills
Finance, Mutual Funds, Retirement Planning, Management, Investments, Financial Services, Investment Strategies, Retirement, 401k, Financial Analysis, Strategic Planning, Alternative Investments, Valuation, Asset Allocation, Securities, Financial Modeling, Insurance, Risk Management, Fixed Annuities, Accounting, Fixed Income, Long-term Care, Hedge Funds, Equities
Education
Arizona State University 1970 — 1974
BS Finance, Finance
Wells Fargo Advisors, LLC September 2013 - Present
J.P. Morgan April 2010 - September 2013
Wells Fargo Advisors January 2007 - May 2010
ELS 2005 - 2008
Skills
Corporate Finance, Finance, Insurance, Investments, Series 7, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds, Financial Services
Education
Ashford University 2011 — 2014
Finance
De Anza College 1998 — 2000
Films / Marketing
Wells Fargo Advisors May 2013 - Present
Aerospace Coatings International January 2005 - December 2012
Skills
Process Improvement, Six Sigma, Aerospace, Lean Manufacturing, Supply Chain Management, Program Management, Supply Chain, Strategic Planning, Continuous Improvement, Team Building, Cross-functional Team..., Leadership, Business Process..., Team Leadership
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2010
Master of Business Administration (M.B.A.)
Auburn University 2000 — 2004
Bachelor's Degree, History
Wells Fargo Advisors August 2003 - Present
Education
Arizona State University
Wells Fargo Advisors April 2014 - Present
Merrill Lynch April 2003 - April 2014
Wachovia Securities Financial Network March 2001 - April 2003
Skills
Portfolio Performance..., Financial Services, Retirement Planning, College Education..., Financial Guidance, Asset Allocation, Investment Strategies, Retirement, Investment Advisory, Asset Management, Risk Management, Finance, Financial Advisory
Education
Appalachian State University 1987 — 1991
Bachelor of Science (BS), Finance and Financial Management Services
Sanderson High School 1983 — 1987
Gilead Sciences September 2013 - Present
Takeda Pharmaceuticals North America, Inc November 2005 - September 2013
Viasys Healthcare Respiratory Technologies March 2004 - November 2005
IBM January 1997 - March 2004
Wells Fargo Advisors July 1995 - January 1997
Education
Arizona State University
B.S, Management; Marketing
Angel Investor Management Group (AIM Group), Gulf Coast Chapter September 2012 - Present
Prichard's Distilling Company August 2014 - Present
GGA Guar Growers Warranty Company (captive assurance provider) March 2013 - Present
Victory Health Partners 2009 - Present
Accion July 2013 - September 2014
International Assurance May 2011 - September 2012
Wells Fargo Advisors 2009 - 2011
Apogee Capital 2006 - 2009
Assurance Warranty 2004 - 2006
Seitek DataSafe 2001 - 2004
Skills
Mergers, Insurance, Oil and gas, Project Finance, Maritime, Maritime Security, Joint Ventures, Private Equity, Mergers & Acquisitions, Marketing, Strategic Planning, Finance, Financial Services, Entrepreneurship, Start-ups, Management, Public Relations, Executive Management, Business Planning, Strategy, Sales, Small Business, New Business Development, Funding, Portfolio Management, Strategic Partnerships, Loans, Venture Capital, Due Diligence, Business Strategy
Education
United States Sports Academy 1990 — 1992
Master's degree, Sports Management - Communications
Auburn University 1986 — 1989
Bachelor of Arts (BA), Journalism
UMS Prep
Goldman Sachs February 2015 - Present
RR Donnelley August 2012 - September 2013
Rupp, Johnston, & Lloyd, LLP July 2010 - May 2012
Wells Fargo Advisors February 2008 - August 2008
Arizona Grand Resort May 2006 - February 2008
Skills
Finance, Financial Engineering, Financial Accounting, Legal Writing, Legal Research, Statutory Interpretation, Futures, Options, Derivatives, Transfer Pricing, Managerial Finance, Financial Analysis, Civil Litigation, XBRL, Financial Reporting, US GAAP, Financial Statement..., ERISA, Microsoft Excel, Microsoft Word, PowerPoint, Analysis
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA), Global Finance
University of San Diego School of Law 2011 — 2011
Master of Laws (LLM), Taxation - Transfer Pricing Emphasis
University of San Diego School of Law 2009 — 2011
Doctor of Law (JD), Business Law Emphasis
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science (BS), Finance
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science (BS), Marketing
Irvine Company February 2014 - Present
Irvine Company September 2012 - February 2014
Nordstrom June 2011 - August 2012
Campitelli Cookies June 2006 - January 2011
Wells Fargo Advisors May 2010 - August 2010
Skills
Time Management, Leadership, Customer Service, Microsoft Office, Sales, Goal Oriented
Education
Arizona State University 2008 — 2011
Bachelor of Science (BS), Kinesiology
Santiago Canyon College 2007 — 2008
Pre Health
Canyon High School 2004 — 2007
High School Diploma
Xerox February 2014 - Present
Ostrander Consulting, Inc. September 2011 - Present
Honeywell Aerospace September 2011 - December 2013
Mayo Clinic April 2011 - August 2011
Fannie Mae November 2008 - November 2010
Cadence Design Systems September 2006 - October 2008
Wells Fargo Advisors September 2004 - September 2006
Spectrum Astro, Inc. October 2003 - September 2004
Rational Software May 1999 - October 2003
Skills
Testing, UCM, ClearQuest, Perl, Consulting, Software Development, Requirements Analysis, Solaris, Scripting, Agile Methodologies, ClearCase, Unix, Integration, VBScript, SDLC, Java, Enterprise Architecture, Software Documentation, Architecture, Software Project..., Oracle, Subversion, Software Configuration..., Configuration Management, RequisitePro
Education
Arizona State University 1991 — 1994
Bachelor of Science (BS), Physics
Wells Fargo August 2014 - Present
Publishing 1990 - Present
Bank of America November 2011 - August 2014
Wells Fargo Advisors January 2011 - October 2011
Premier, Inc. November 2006 - October 2010
Premier, Inc. November 2006 - October 2010
Wachovia Retail & Equity Technologies - Securities 2004 - October 2007
Wachovia 2004 - 2007
TEK Systems 2005 - 2006
Wells Fargo Financial 2004 - 2006
Skills
Risk and Compliance..., Agile Methodologies, Quality Assurance, SharePoint, Project Management, Management, Leadership, Testing, Business Development, Business Analysis, SDLC, Training, Legal Assistant/Office..., E-commerce, Vendor Management, CRM, ITIL, Team Leadership, Process Improvement, Program Management, eCommerce, Project Manager, Agile Coach, Advertising, Business Intelligence, Change Management, Release Manager, Sr System Engineer, Public Speaking, Visio, Strategic Planning, Software Project..., Integration, Requirements Analysis, Business Process..., Technical Writing, Software Documentation, Pharmaceutics, Sr. Business Analyst, Process & Project..., Siebel Certified, Development, ITIL Certified, Siebel, User Acceptance Testing, Test Automation, SQL, Technical Delivery..., Healthcare Information..., Interfaces
Education
Montreat College 2010 — 2012
Masters of Science, Management and Leadership (MSML)
Asbury College
North Carolina State University
PreLaw & Mass Communication
Wealth Management Professional February 2009 - Present
Wells Fargo Advisors February 2009 - March 2011
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Investments, Investment Strategies, Portfolio Management, Equities, Finance, Risk Management, Insurance, Financial Planners, Financial Analysis, Employee Benefits, Wealth Accumulation, Wealth, Bonds
Education
College for Financial Planning 2010 — 2012
Master's degree, PERSONAL FINANCIAL PLANNING, 3.75
Arizona State University - W. P. Carey School of Business 1980 — 1984
BS, Finance
Wells Fargo May 2011 - Present
BB&T May 2010 - January 2011
Wells Fargo Advisors October 2008 - March 2010
Skills
Customer Service, Bloomberg, Time Management, Microsoft Office, Customer Satisfaction, Banking, Financial Analysis, Credit, Series 7, Credit Analysis, Fixed Income, Middle Office, Risk Management, Equities, Valuation
Education
Appalachian State University 2005 — 2008
BSBA, Finance and Banking
Wells Fargo Advisors March 2008 - Present
A.G. Edwards - Wachovia December 2004 - March 2008
A.G. Edwards June 1994 - December 2004
A.G. Edwards June 1992 - June 1994
Education
Ashford University 2009 — 2011
Bachelors, Business Administration
University of Phoenix 2008 — 2009
Assoc. of Arts, Information Technology/Visual Communication
University of Missouri-Saint Louis 2005 — 2007
Web Design
Southwestern Illinois College 2003 — 2004
Business
Wells Fargo Advisors May 2008 - Present
Skills
Finance, Financial Services, Small Business, Investments, Insurance, Strategy, Financial Analysis, Financial Modeling, Mutual Funds, 401k
Education
Arcadia University 2004 — 2008
Business Administration, Finance, Economics
Northeast Catholic High School 2000 — 2004
Business Knowledge Services March 2015 - Present
Enterprise System Partners Global Corporation October 2012 - February 2015
Wells Fargo April 2010 - October 2011
Ajasa Technologies April 2010 - October 2011
Wells Fargo Advisors March 2008 - July 2009
Wachovia, A Wells Fargo Company September 2007 - January 2008
Wachovia, A Wells Fargo Company December 2005 - August 2007
Wachovia, A Wells Fargo Company July 2005 - December 2005
Berlin Memorial Elementary School January 2005 - June 2005
Assumption College September 2003 - May 2005
Skills
Project Management, Project Planning, Integration, MS Project, Data Analysis, Visio, Customer Service, Business Analysis, Microsoft Office, Recruiting, e-Pedigree, Serialization, Training, Project Coordination, Business Continuity, Team Leadership, Time Management, Sourcing, Technical Recruiting, Project Implementation, LinkedIn Recruiter, Social Media, Creative Problem Solving, Technical Documentation, Onboarding, Global Sourcing, Human Resources, SharePoint, MES, Talent Management, Talent Acquisition, Applicant Tracking..., Screening Resumes, Benefits Administration, Internet Recruiting, Full-life Cycle..., Track & Trace, Networking, Business Process..., Employment-based..., Management, Leadership, Information Technology, Interviews, Temporary Placement, Screening
Education
Assumption College 1998 — 2002
BA, Computer Science & Social and Rehabilitative Services
Rome Cathoic High 1995 — 1998
High School Diploma, NY State Regents
Wells Fargo Advisors March 2009 - Present
Morgan Stanley Wealth Management April 1993 - March 2009
Skills
Wealth Management, Investments, Retirement Planning, Financial Services, Financial Advisory, Asset Allocation, Series 63, Investment Advisory, Finance, Investment Strategies, Asset Management
Education
Antioch University
Bachelor of Arts (BA)
Chaminade University of Honolulu
Master of Business Administration (MBA)
Wells Fargo March 2014 - Present
Wells Fargo Advisors August 2011 - Present
Wells Fargo February 2012 - April 2014
Wells Fargo August 2011 - August 2012
State Farm Bank August 2010 - August 2011
Skills
Unsecured Loans, Home Equity Loans, Lines Of Credit, Loans, Retail Banking, Private Banking, Sales Management, Investments, Health Insurance, Life Insurance, Property & Casualty..., Disability Insurance, Term Life Insurance, Insurance, Social Media Marketing, Credit Cards, Budgets, Microsoft Office, Internet Banking, Microsoft Excel, Microsoft Word, Investment Properties, Strategic Planning, Banking, Marketing, Finance, Time Management, Series 63, Sales, Consumer Lending, Management, Series 7, Small Business Lending, Loan Origination, IRAs, Cross Selling, Business Planning, Bonds, Credit, Mutual Funds, Leadership, Relationship Management, Refinance, Retirement, Wealth, Estate Planning, Risk Management, Customer Service, SBA, Investment Strategies
Education
Troy University 2010 — 2012
MBA, Finance
Auburn University 2007 — 2010
Bachelor's degree, Marketing
Luxottica Group September 2013 - Present
Vision Source 2011 - 2013
Henry Schein 2008 - 2011
Lifecore Biomedical 2006 - 2008
CIBA Vision 2002 - 2006
Wells Fargo Advisors 1997 - 2002
Skills
Business Development, Product Management, Start-ups, Medical Devices, Training, Healthcare, Selling, Team Building, Sales Management, Leadership, Consulting, Strategic Sales, Marketing, New Business Development, Sales, Strategic Planning, Sales Operations, Account Management, Customer Service, Product Launch, Sales Process, Cross-functional Team...
Education
Auburn University
Master of Business Administration (M.B.A.)
Radford University
Bachelor’s Degree
University of Notre Dame - Mendoza College of Business
Executive Certificate in Leadership and Management
Wells Fargo Advisors 2006 - Present
Mantas Inc. 2005 - 2006
The Revere Group 2004 - 2006
Bank of America 2001 - 2004
Education
Appalachian State University 1990 — 1994
Bachelor of Science (BS), Computer Science
The World Bank February 2013 - Present
Albridge, a BNY Mellon Company June 2010 - February 2013
Barclaycard October 2011 - January 2012
Credit Suisse December 2009 - June 2010
Wells Fargo Advisors August 2007 - December 2009
Nationwide Insurance May 2006 - May 2007
Sriven Computer Services January 2004 - July 2005
Skills
PL/SQL, Oracle, Data Warehousing, SDLC, Data Modeling, Unix, Agile Methodologies, Business Analysis, JavaScript, SQL Tuning, SQL, C#, Data Migration, Databases, Requirements Analysis, Performance Tuning, ETL
Education
Auburn University 2005 — 2007
M.S
Sri Venkateswara University 2000 — 2004
Batchelor Of Technology
sainik school 1993 — 2000
Wells Fargo Advisors September 2001 - Present
Network Commerce September 1998 - October 2000
Skills
Microsoft Office, Photoshop, Customer Service, Quality Assurance
Education
Art Institute of Seattle 2006 — 2010
Seattle University 1994 — 1996
Wells Fargo Advisors September 2010 - Present
Wachovia May 1997 - November 2010
GTE Government Systems June 1996 - June 1997
Skills
Websphere, WebSphere Application..., SOA, Enterprise Architecture, Solaris, Unix Shell Scripting, Design Patterns, Unix, Perl, SQL
Education
Appalachian State University 1991 — 1996
BS, Computer Science
Wells Fargo Advisors January 1995 - Present
Education
Auburn University, College of Business 1986 — 1990
Bachelor, Business and Marketing
Cognitive Options Group, LLC April 2013 - March 2014
NewOak Capital January 2013 - April 2013
Promontory Financial Group, LLC August 2011 - January 2013
Bank of America May 2011 - August 2011
Monarch Financial Services, Inc. January 1994 - August 2011
Wells Fargo Advisors October 2010 - May 2011
PHH Mortgage April 2010 - October 2010
Wells Fargo February 2009 - August 2009
FDIC October 2008 - March 2009
NovaStar Mortgage March 2006 - September 2008
Skills
Mortgage Banking, Mortgage Lending, Underwriting, FHA, Due Diligence, Loan Origination, Credit Analysis, Risk Management, Real Estate, Financial Analysis, Commercial Lending, Financial Policies &..., Portfolio Management, HAMP, Drafting Policies, FNMA, FHLMC, VA loans, Residential Mortgages, Auditing, Software Documentation, Computer Science, Commercial Real Estate..., Foreclosures, Credit, Finance, Loss Mitigation, Banking, Analysis, Mortgage Underwriting, Loans, Investments, Investment Properties, REO, Operational Risk..., Executive Management, Appraisals, Capital Markets, Valuation, Default, Operational Risk, Leadership, Refinance
Education
American School Of Mortgage Banking
Principles Of Real Estate, Real Estate
Ashford University
Business Administration
Irvine Valley College
Associate's degree, Computer Science
Wells Fargo Advisors September 2013 - Present
Skills
Series 63, Management, Investments, Alternative Investments, Fixed Income, Wealth Management, Asset Management, Equities, Asset Allocation, Capital Markets, Financial Services, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Securities, Hedge Funds
Education
Auburn University 1987 — 1991
Master of Business Administration (M.B.A.), Portfolio and Asset Management
Wells Fargo August 2013 - Present
clearXchange October 2011 - August 2013
Wells Fargo Advisors December 1997 - October 2011
Skills
Wealth Management, Product Management, Portfolio Management, Financial Services, Banking
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Strategy
Arizona State University
Accounting and Business/Management
Ameriprise Financial October 2014 - Present
Questar Capital September 2013 - October 2014
ING December 2012 - September 2013
Wells Fargo Advisors September 2012 - December 2012
Wells Fargo Advisors August 2009 - September 2012
Wells Fargo Investments January 2009 - August 2009
Wells Fargo Investments June 2005 - January 2009
Wells Trade 2000 - 2005
Wells Trade July 2000 - May 2002
KDUZ/KKJR Radio May 1997 - March 2000
Skills
Securities, Investments, Call Center, Wisdom, Beta, Hogan, CEO, Microsoft Office, DisputeMax, Access, Asset Allocation, Analysis, Banking, Call Centers, Customer Service, FINRA, Finance, Financial Services, Leadership, Retirement Planning, Mutual Funds, Software Lifecycle, Trading, Risk Management
Education
North Hennepin Community College 2012 — 2013
Microsoft Career Essentials
Brown College 1996 — 1997
TV/ Radio Broadcasting, Radio
Anoka Ramsey Community College 1992 — 1994
Generals
Irondale High School 1989 — 1992
Diploma
CIT February 2014 - Present
Wells Fargo July 2012 - February 2014
Wells Fargo Advisors December 2008 - July 2012
Wachovia January 2008 - July 2008
Bank of America May 2007 - January 2008
Skills
Credit, Banking, Credit Analysis, Risk Management, Financial Analysis, Customer Service, Portfolio Management, Commercial Lending, Loans
Education
Appalachian State University 2002 — 2006
BA, Finance
Wells Fargo Advisors November 2001 - Present
Wells Fargo October 2002 - June 2009
Skills
Mortgage Lending, Portfolio Management, Mortgage Banking, Loans, Microsoft Excel, Retirement Planning, Employee Training, Tax Returns, Music Education, Fixed Income Analysis, Trusts, Time Management, Real Estate Financing, Defined Benefit, Retail Banking, Private Banking, Microsoft Office, Title Insurance, Escrow, Mortgage Underwriting, Property Tax
Education
Augsburg College
Bachelor of Arts (BA), Psychology
Scottrade August 2015 - Present
Wells Fargo January 2015 - August 2015
Wells Fargo Wealth Management Group May 2012 - December 2014
Wells Fargo Advisors October 2008 - May 2012
Wells Fargo April 2007 - October 2008
Skills
Wealth Management, Retirement, Portfolio Management, Investments, Financial Analysis, Customer Service, Microsoft Office, Management, Finance, Banking, Financial Services, Insurance, Credit, Sales, Risk Management, Loans, Relationship Management, Financial Planning, Retirement Planning
Education
ABA Trust School 2013 — 2015
Trust Certifications I, II
Appalachian State University 2002 — 2006
Business
West Forsyth High School
Wells Fargo Advisors April 2013 - February 2015
Verdante Bioenergy January 2012 - December 2012
Frontline Conservation Real Estate January 2008 - April 2009
Habitat ReStore October 2004 - December 2007
Silicon Valley Group January 1997 - January 1998
United States NavyWorldwide January 1988 - January 1992
Education
Appalachian State University 2011 — 2011
MBA, Sustainable Business
United States Navy Nuclear Submarine School 1989 — 1989
Ash Brokerage July 2014 - Present
First Protective September 2011 - April 2014
The Insurance Academy, LLC November 2008 - October 2011
Wells Fargo Advisors November 2009 - September 2011
Fifth Third Bank 2004 - 2009
Keystone Financial Group, LLC 2000 - 2004
Prudential Financial 1998 - 2000
Prudential Financial October 1996 - July 1998
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Underwriting, Sales Management, Public Speaking, Retirement Planning, Program Management, Estate Planning, Training, Disability Insurance, Term Life Insurance, Management, Strategy, Strategic Financial..., Long-term Care, Risk Management, Wealth Management, Business Planning, Retirement, Investments, Wealth, Finance, Strategic Planning, Series 7, Series 63, Employee Benefits, 401k, Health Insurance, IRAs, Financial Advisory, Financial Services, Banking, Mutual Funds, Financial Planning
Education
Appalachian State University 1981 — 1986
Bachelor of Science (BS), Marketing/Marketing Management, General
Ameriprise Financial Services, Inc. March 2015 - Present
Wells Fargo Advisors July 2000 - March 2015
Skills
Series 7, Visio, Strategic Planning, Series 63, Series 24, Securities, Risk Management, Process Improvement, PowerPoint, Negotiation, Mutual Funds, Microsoft Word, Microsoft Office, Microsoft Excel, Marketing, Management, Leadership, Investments
Education
Augsburg College 1991 — 1996
Business, marketing
Wells Fargo Advisors July 2010 - Present
Double Rock Corporation February 2009 - July 2010
The Reserve Funds May 2008 - February 2009
Jesup & Lamont May 2006 - August 2006
Skills
Equities, Securities, Investments, Financial Analysis, Risk Management, Trading, Mutual Funds, Fixed Income, Financial Services, Asset Management, Microsoft Excel, Microsoft Office, PowerPoint, Hedge Funds, Bloomberg, Alternative Investments, Management
Education
Arizona State University 2002 — 2007
Bachelor of Science, Economics
Wells Fargo Advisors February 2011 - Present
Bay Arenac ISD September 2007 - June 2008
Pepsi Beverage Group (PBG) November 1995 - March 2004
Coca-Cola Enterprises April 1992 - August 1994
Skills
Writing, Word, Microsoft Office, PowerPoint, Excel, Customer Relations, Promotions, Budgeting, Public Speaking, Advertising, Newsletters, Problem Solving, Public Relations, Retail, Telephone Skills, Editing, Event Management, Administration, Mentoring, Books, Event Planning
Education
Holy Family 1977 — 1993
Aquinas College 1989 — 1991
BA, Business Administration
Aquinas College 1987 — 1991
Bachelor's, Business Administration and Communications
University of Michigan-Flint 1987 — 1989
Associates, General
Luke M. Powers High School -Flint 1983 — 1987
High School Diploma
Robert W. Baird & Co. February 2013 - Present
Wells Fargo Advisors November 1990 - February 2013
Allstate June 1985 - October 1990
Skills
Retirement Planning, Leadership, Retirement, Series 7, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Portfolio Management, Fixed Annuities, Asset Management, Strategic Financial..., Estate Planning, Financial Advisory, Securities, FINRA, Uniform Combined State..., Fixed Income
Education
Appalachian State University 1981 — 1985
Bachelor's degree, Finance and Insurance
West Wilkes High School 1977 — 1981
Wells Fargo Advisors May 2011 - Present
Morgan Stanley Smith Barney March 2007 - May 2011
Education
Appalachian State University 1999 — 2003
BSBA, Business Management in Administration
Wells Fargo Advisors August 2014 - Present
Lockton Dunning February 2011 - August 2014
Banister & Associates May 2003 - February 2010
Stanton Group January 2001 - May 2003
Northwestern Mutual July 1979 - January 2001
Skills
Executive Benefits, Life Insurance, Long Term Disability..., Series 63, Series 6
Education
Arizona State University 1974 — 1978
BS, Business
Tascosa High School- Amarillo
T. Rowe Price May 2014 - Present
Wells Fargo Advisors October 2013 - April 2014
Wells Fargo March 2012 - October 2013
NIA Consulting, a division of Interthinx January 2009 - February 2012
Skills
Risk Management, Sales, Finance, Financial Advisory, Investment Advisory, Investments, Analysis, Banking, Financial Analysis, Financial Modeling, Investment Strategies, Retail Banking, Management, Sales Management, Bank Management, Event Management, Budgets, Loans, Home Equity, Microsoft Office, Customer Service, Microsoft Word, Team Building, Leadership Development
Education
Arizona State University
Bachelor’s Degree, Business, 3.95
Citco Fund Services April 2012 - Present
Wells Fargo November 2011 - February 2012
Wells Fargo Capital Finance August 2011 - October 2011
Wells Fargo Advisors January 2011 - August 2011
Rancho de Tia Rosas May 2007 - October 2010
IMX Pharmacy Solutions January 2006 - May 2007
Arizona Federal Credit Union October 2004 - December 2005
Arizona Federal Credit Union March 2004 - October 2004
Bank of America September 2000 - March 2004
Skills
Mutual Funds, Portfolio Management, Financial Analysis, Banking, Retail Banking, Analysis, Active Directory, Financial Services, Customer Retention, Customer Service, Access, Management, Software Documentation, Training, Leadership
Education
Arizona State University 2002 — 2008
B.S, Political Science
American Express June 2014 - August 2014
Select Portfolio Servicing March 2011 - July 2013
Wells Fargo Advisors December 2010 - March 2011
Marriott Vacation Club International June 2004 - December 2010
Skills
Event Planning, Marketing, Employee Benefits, Microsoft Office, CRM, Analysis, Leadership, Cross-functional Team..., Strategy, Management, Supply Chain Management, Time Management, Budgets, Access, Analytics, Customer Service, Project Management, Microsoft Excel
Education
Arizona State University 2013 — 2015
Master of Business Administration (MBA), Supply Chain Management
University of Utah 2004 — 2008
Bachelor of Arts, Finance, General
Wells Fargo Advisors January 2013 - Present
Booz Allen Hamilton September 2010 - January 2013
USAF Air Mobility Command (AMC) September 2007 - July 2010
United States Air Force September 2004 - August 2007
United States Air Force October 2003 - September 2004
United States Air Force September 2001 - September 2003
Skills
Change Management, Metrics Development, Program Monitoring and..., Project Design and..., Project Management, Budget Tracking, Data Gathering and..., Policy Writing, Quality Assurance..., Change Communications
Education
Ashford University 2012 — 2013
Master of Arts in Organizational Management
Ashford University 2009 — 2010
M.B.A.
Villanova University 2009 — 2010
Master Certificate Project Management, Project Management
Community College of the Air Force 2008 — 2009
Associate in Applied Science, Financial Management
Trident University 2007 — 2009
Bachelor of Science in Business Administration, Finance
SunTrust Robinson Humphrey November 2012 - Present
Wells Fargo Advisors April 2007 - July 2011
Skills
Series 7, Series 63, Investments, Securities, Alternative Investments, Bloomberg, Asset Managment, Equities, Valuation, Fixed Income, Asset Allocation, Financial Modeling, Investment Banking, Equity Research, Capital Markets, Life, Sickness, Health...
Education
Auburn University 1982 — 1986
Mass Communication/Media Studies
cces 1978 — 1982
Wells Fargo Community Bank November 2014 - Present
Wells Fargo Advisors April 2013 - November 2014
Wells Fargo Advisors November 2010 - April 2013
Wells Fargo Financial November 2001 - November 2010
Wells Fargo Financial Acceptance October 1998 - November 2001
Skills
Risk Management, Financial Services, Operational Risk, Mortgage Lending
Education
Arkansas State University 1995 — 1998
B.A., Finance
Govgistics January 2011 - Present
United Capital Financial Advisors May 2010 - October 2010
United Capital Financial May 2010 - October 2010
Capitas Financial June 2005 - May 2010
Capitas Financial, LLC May 2005 - February 2010
Wells Fargo Advisors January 1997 - January 2005
Acquired by Wachovia in 2003 January 1997 - January 2002
Merrill Lynch January 1995 - January 1997
Oppenheimer January 1991 - January 1995
Connecticut Mutual/Hunken Associates January 1987 - January 1991
Skills
Estate Planning, Insurance, Annuities, Retirement Planning, Wealth Transfer, Retirement, Long Term Care, Wealth Management, Succession Planning, Sales Management, Wealth
Education
DePaul University 1975 — 1978
Bachelor of Arts, Business Administration
Arizona State University 1974 — 1975
Master of Arts, Economics
DePaul University 1970 — 1975
MS, Ecponomics, Economics, Business Admionostration
Wells Fargo Advisors December 2013 - Present
Education
Arkansas State University 2004 — 2005
BS, Economics and Business Administration
Gaskin Asset Management December 2012 - Present
Thomas Consulting June 2011 - December 2012
Wells Fargo Advisors February 1998 - June 2011
Skills
New Business Development, Public Speaking, Social Media, Marketing Strategy, Public Relations, Customer Service, Marketing, Microsoft Office, Team Building, Editing, Marketing Communications, Research, Entrepreneurship, Business Strategy
Education
Appalachian State University 1981 — 1984
Bachelor of Science (BS) Business Administration, Economics, Finance, & Information Systems
Wells Fargo Advisors June 2013 - Present
Education
Atomic Energy Central School
High School
Kakatiya University
Bachelor of Technology (B.Tech.)
University of Houston-Clear Lake
Master's degree
Wells Fargo Advisors June 2001 - Present
Community Financial Services, a subsidiary of Community Savings Bank May 1998 - June 2001
Dean Witter Reynolds, Inc February 1997 - May 1998
Education
Appalachian State University 1993 — 1995
Master's degree, Political Science and Government
Appalachian State University 1987 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Revana January 2014 - Present
Wells Fargo Advisors March 2008 - May 2012
Long Bay Resort-Brittain Resort Management August 2009 - November 2009
Skills
Google Adwords, Microsoft Word, Microsoft Office, SmartStation, Contact Management, Microsoft Excel, Outlook, PowerPoint, Teamwork, HTML emails, Switchboard Operator
Education
Arizona State University, W. P. Carey School of Business 2012 — 2015
Bachelor of Applied Science (BASc), Business - Sustainability
Oakland University 2011 — 2012
Wells Fargo Advisors May 1992 - Present
Merrill Lynch July 1975 - May 1992
Skills
Management, Portfolio Management, Equities, Strategic Planning
Education
Auburn University 1965 — 1970
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors October 2013 - Present
Northrop Grumman Corporation June 2011 - April 2013
Quicken Loans 2013 - 2013
Skills
Financial Analysis, Sales, Business Development, Business Strategy, Defense Contracting, Business Process, Proposal Writing, New Business Development, Customer Satisfaction, Business Analysis, Team Leadership, Integration
Education
Asbury College 2007 — 2011
Bachelor of Arts (BA), Communication, General
Marylhurst University
Wells Fargo March 2014 - Present
Bank of America August 2012 - October 2013
TIAA-CREF May 2010 - July 2012
Wells Fargo Advisors November 2009 - May 2010
Bank of America July 2008 - October 2009
Wachovia February 2007 - May 2008
Bank of America October 2006 - January 2007
Phillips-Van Heusen April 2000 - June 2004
Staples August 1997 - October 1999
Skills
Project Management, Building Business..., Business Partner Support, Strategic Negotiations, Business Requirements, Requirements Management, Issue Management, Financial Forecasting, Problem Solving, Solution Implementation, Gap Analysis, Software Development..., PMO, Waterfall, Release Management, Scope Management
Education
Asheville-Buncombe Technical Community College
Associate's degree, Computer and Information Sciences, General
Wells Fargo Advisors August 2012 - Present
Charles Schwab November 2010 - June 2012
Skills
Series 63, Wealth Management, Banking, Series 6, Life Insurance, Finance, Sales
Education
Arizona State University 2007 — 2009
Bachelor's degree, Business and Communications
Scottsdale Community College 2004 — 2006
Associate's degree, Business
Wells Fargo Securities May 2014 - Present
Wells Fargo Advisors October 2011 - May 2014
Wells Fargo Advisors April 2010 - October 2011
Skills
Fixed Income, Derivatives, Bloomberg, Options, Investments, Options Strategies, Option Pricing Models, Equities, Series 7, Series 63, Series 65
Education
Appalachian State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance