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
Joseph Ippolito Joseph Ippolito San Francisco, California Details
Joseph Ippolito's Wells Fargo Advisors Experience May 2012 - October 2014
Job Professional Sales Representative
Industry Pharmaceuticals
Experience
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

Amy Stuhlsatz Amy Stuhlsatz Dallas, Texas Details
Amy Stuhlsatz's Wells Fargo Advisors Experience May 2008 - November 2013
Job Highland Capital Management
Industry Financial Services
Experience
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

Paige Krug Paige Krug Charlotte, North Carolina Area Details
Paige Krug's Wells Fargo Advisors Experience April 2011 - December 2012
Job Consultant at Signature Consultants
Industry Financial Services
Experience
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

Pamela Leyvas Pamela Leyvas Phoenix, Arizona Area Details
Pamela Leyvas's Wells Fargo Advisors Experience September 1990 - July 1997
Job Team Leader at Vanguard
Industry Financial Services
Experience
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

Brittney Householder Brittney Householder Charlotte, North Carolina Details
Brittney Householder's Wells Fargo Advisors Experience July 2015 - Present
Job Project Coordinator Wells Fargo Advisors
Industry Banking
Experience
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

Eddie Havins Eddie Havins Scottsdale, Arizona Details
Eddie Havins's Wells Fargo Advisors Experience January 2010 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Austin Brett Moore Austin Brett Moore Birmingham, Alabama Details
Austin Brett Moore's Wells Fargo Advisors Experience October 2011 - March 2012
Job Acquisition's & Development Director AWB Investments, Inc./ R.E.I. Management Services, Inc.
Industry Investment Management
Experience
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

Scott Volkert Scott Volkert Greater Minneapolis-St. Paul Area Details
Scott Volkert's Wells Fargo Advisors Experience April 2014 - Present
Job Application Systems Engineer at Wells Fargo Advisors
Industry Financial Services
Experience
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

Chase Callahan Chase Callahan Jonesboro, Arkansas Details
Chase Callahan's Wells Fargo Advisors Experience July 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Paul Grundhoefer Paul Grundhoefer Daphne, Alabama Details
Paul Grundhoefer's Wells Fargo Advisors Experience June 2009 - Present
Job Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Cole Saturday Cole Saturday Savannah, Georgia Area Details
Cole Saturday's Wells Fargo Advisors Experience October 2003 - December 2006
Job New Home and Building Consultant at Lamar Smith Signature Homes
Industry Real Estate
Experience
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

Deanna Bradford Deanna Bradford Scottsdale, Arizona Details
Deanna Bradford's Wells Fargo Advisors Experience June 2006 - April 2008
Job Customer Service Sales Specialist II at Bank of America
Industry Banking
Experience
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

Matthew Curtis Matthew Curtis Greater Minneapolis-St. Paul Area Details
Matthew Curtis's Wells Fargo Advisors Experience October 2010 - 2012
Job Regional Sales Manager Mid Atlantic Region at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Ashley Carlisle Elchert, CFA, FRM Ashley Carlisle Elchert, CFA, FRM Greater St. Louis Area Details
Ashley Carlisle Elchert, CFA, FRM's Wells Fargo Advisors Experience April 2015 - Present
Job Capital Markets Services Committee Liaison
Industry Financial Services
Experience
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

Cedric Yovodevi Cedric Yovodevi Charlotte, North Carolina Details
Cedric Yovodevi's Wells Fargo Advisors Experience August 2013 - July 2014
Job Senior Mobile/UI Developer at Bank of America
Industry Computer Software
Experience
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

Brent Carman Brent Carman Scottsdale, Arizona Details
Brent Carman's Wells Fargo Advisors Experience September 2008 - November 2012
Job Independent Wealth Advisor at Raymond James in Scottsdale & East Valley specializing in Aerospace & Medical industries
Industry Investment Management
Experience
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

Jared Shahon Jared Shahon Scottsdale, Arizona Details
Jared Shahon's Wells Fargo Advisors Experience July 2010 - August 2010
Job Account Manager at CloudBlue Technologies, an Ingram Micro company
Industry Financial Services
Experience
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

Garner Mabry Garner Mabry Greater Denver Area Details
Garner Mabry's Wells Fargo Advisors Experience 2009 - Present
Job Managing Partner at Schwartz Mabry Private Wealth Advisory, LLC
Industry Financial Services
Experience
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

Justin Lunde Justin Lunde Glendale, Arizona Details
Justin Lunde's Wells Fargo Advisors Experience October 2009 - September 2010
Job Wealth Manager
Industry Financial Services
Experience
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.)

Patrick May Patrick May Greater New York City Area Details
Patrick May's Wells Fargo Advisors Experience April 2011 - January 2014
Job Experienced Project & Relationship Manager
Industry Civic & Social Organization
Experience
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

Rebecca Montgomery Rebecca Montgomery New Orleans, Louisiana Details
Rebecca Montgomery's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Consultant with the Montgomery Investment Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Andrew L. Lees III Andrew L. Lees III Greater Nashville Area Details
Andrew L. Lees III's Wells Fargo Advisors Experience February 2010 - Present
Job Financial Advisor, Vice PresidentInvestments @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Louis Oswald Louis Oswald Savannah, Georgia Area Details
Louis Oswald's Wells Fargo Advisors Experience April 2012 - August 2013
Job Private Banker
Industry Financial Services
Experience
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

Anna Spiegel Anna Spiegel Charlotte, North Carolina Area Details
Anna Spiegel's Wells Fargo Advisors Experience January 2012 - December 2013
Job Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
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

Hugh Blake-Thomas, III Hugh Blake-Thomas, III Greater Detroit Area Details
Hugh Blake-Thomas, III's Wells Fargo Advisors Experience 2010 - 2014
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Christopher Vanlandingham Christopher Vanlandingham Little Rock, Arkansas Details
Christopher Vanlandingham's Wells Fargo Advisors Experience July 1999 - Present
Job Financial Advisor/Senior Vice President Investments at Chenal Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Walker Abney, CFP® Walker Abney, CFP® Wilmington, North Carolina Details
Walker Abney, CFP®'s Wells Fargo Advisors Experience October 2006 - June 2011
Job Principal, Managing Director at Tilia Fiduciary Partners, Inc.
Industry Investment Management
Experience
Tilia Fiduciary Partners, Inc.   June 2011 - Present
Wells Fargo Advisors   October 2006 - June 2011

Education
Appalachian State University   2001 — 2005
B.S.B.A

Jamie Gresik Jamie Gresik Phoenix, Arizona Area Details
Jamie Gresik's Wells Fargo Advisors Experience October 2009 - February 2015
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

E.J. Ramirez E.J. Ramirez Mesa, Arizona Details
E.J. Ramirez's Wells Fargo Advisors Experience September 2011 - Present
Job Teller at Wells Fargo Advisors
Industry Financial Services
Experience
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

Dawon Coleman Dawon Coleman Tempe, Arizona Details
Dawon Coleman's Wells Fargo Advisors Experience May 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Hilary Miller Hilary Miller Charlotte, North Carolina Details
Hilary Miller's Wells Fargo Advisors Experience June 2014 - December 2014
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Royce Alan Burns Royce Alan Burns Savannah, Georgia Details
Royce Alan Burns's Wells Fargo Advisors Experience July 2001 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Al Valentine Al Valentine Easton, Connecticut Details
Al Valentine's Wells Fargo Advisors Experience January 2003 - March 2012
Job Consultant to advisors, designing and implementing advanced planning strategies for high net worth clients
Industry Financial Services
Experience
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)

Carlyn Rushell Dona Carlyn Rushell Dona Greater Philadelphia Area Details
Carlyn Rushell Dona's Wells Fargo Advisors Experience October 2013 - Present
Job
Industry Financial Services
Experience
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

Dillon Ferguson Dillon Ferguson Scottsdale, Arizona Details
Dillon Ferguson's Wells Fargo Advisors Experience December 2012 - April 2014
Job LearnVest Financial Planner at LearnVest, Inc.
Industry Financial Services
Experience
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

John Yarbrough John Yarbrough Greater Los Angeles Area Details
John Yarbrough's Wells Fargo Advisors Experience 2008 - 2012
Job Managing Director at NMS Capital Advisors, LLC
Industry Investment Banking
Experience
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.)

Lana Maue Lana Maue Greater St. Louis Area Details
Lana Maue's Wells Fargo Advisors Experience June 2014 - Present
Job Executive Assistant, Innovation & Strategy at Wells Fargo Advisors
Industry Financial Services
Experience
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

Chris Geesling, CRPC® Chris Geesling, CRPC® Mesa, Arizona Details
Chris Geesling, CRPC®'s Wells Fargo Advisors Experience 2008 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Betsy Scott Betsy Scott Charlotte, North Carolina Area Details
Betsy Scott's Wells Fargo Advisors Experience 2014 - 2014
Job Market Operations Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Marshall Kirk Marshall Kirk Charlotte, North Carolina Area Details
Marshall Kirk's Wells Fargo Advisors Experience October 2013 - October 2014
Job Senior Systems Analyst EDI at Belk
Industry Information Technology and Services
Experience
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

David Housley David Housley San Antonio, Texas Details
David Housley's Wells Fargo Advisors Experience June 2010 - June 2011
Job Sr. FP&A Manager at Harland Clarke
Industry Financial Services
Experience
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

Nicholas Buchanan Nicholas Buchanan Savannah, Georgia Area Details
Nicholas Buchanan's Wells Fargo Advisors Experience December 2013 - February 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
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

Gwynn Van Valkenburg Gwynn Van Valkenburg Little Rock, Arkansas Area Details
Gwynn Van Valkenburg's Wells Fargo Advisors Experience August 2005 - Present
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2005 - Present

Education
Arkansas State University   1977 — 1981
Marketing, Bachelor of Science

Mya Beltran Mya Beltran Greater Denver Area Details
Mya Beltran's Wells Fargo Advisors Experience 2011 - February 2012
Job Wealth Management Private Banking Portfolio Manager at Guaranty Bank & Trust
Industry Financial Services
Experience
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

Ted Chupp Ted Chupp Greater Philadelphia Area Details
Ted Chupp's Wells Fargo Advisors Experience January 2013 - January 2013
Job Field Technician
Industry Information Technology and Services
Experience
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

Paul Perreault Paul Perreault San Francisco Bay Area Details
Paul Perreault's Wells Fargo Advisors Experience August 2001 - May 2004
Job Financial Advisor
Industry Banking
Experience
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

David C. Lambard, Sr. David C. Lambard, Sr. Phoenix, Arizona Area Details
David C. Lambard, Sr.'s Wells Fargo Advisors Experience 2010 - 2012
Job Registered Client Associate
Industry Financial Services
Experience
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

Amy Soldan, PMP Amy Soldan, PMP Greater St. Louis Area Details
Amy Soldan, PMP's Wells Fargo Advisors Experience January 2013 - Present
Job IT Project Coordinator
Industry Information Technology and Services
Experience
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

Kirk Siebenaler Kirk Siebenaler Charlotte, North Carolina Details
Kirk Siebenaler's Wells Fargo Advisors Experience June 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   June 2014 - Present
Wachovia, A Wells Fargo Company  January 2006 - June 2014

Education
Appalachian State University   2001 — 2004
BSBA Marketing

Mark Ell Mark Ell Greater Denver Area Details
Mark Ell's Wells Fargo Advisors Experience August 2013 - July 2015
Job Alpha Capital Management Group, LLC
Industry Financial Services
Experience
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

Steven Breen, CFP®, CIMA ® Steven Breen, CFP®, CIMA ® Hilton Head Island, South Carolina Details
Steven Breen, CFP®, CIMA ®'s Wells Fargo Advisors Experience August 2009 - Present
Job Vice President Investments PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Daniel Lind Daniel Lind San Francisco Bay Area Details
Daniel Lind's Wells Fargo Advisors Experience January 2005 - June 2013
Job Managing Director, SVP Union Bank Investment Services
Industry Financial Services
Experience
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

Hongzhu YAO Hongzhu YAO Greater Chicago Area Details
Hongzhu YAO's Wells Fargo Advisors Experience September 2012 - December 2012
Job Student Consultant at Wells Fargo Advisors
Industry Accounting
Experience
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

Alana Carrasco Alana Carrasco Phoenix, Arizona Area Details
Alana Carrasco's Wells Fargo Advisors Experience May 2013 - November 2014
Job Client Services Associate at JP Morgan Chase
Industry Financial Services
Experience
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

Steuart A. Evans Jr. Steuart A. Evans Jr. Huntsville, Alabama Details
Steuart A. Evans Jr.'s Wells Fargo Advisors Experience March 2003 - Present
Job Senior Vice PresidentInvestments at Evans Watts Henshaw & Flowers Wealth Management Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Cody R. Dial Cody R. Dial San Francisco Bay Area Details
Cody R. Dial's Wells Fargo Advisors Experience February 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Tayler Spellis Tayler Spellis Grand Rapids, Michigan Details
Tayler Spellis's Wells Fargo Advisors Experience June 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Fletcher Carpenter Fletcher Carpenter Greater Los Angeles Area Details
Fletcher Carpenter's Wells Fargo Advisors Experience December 2011 - June 2012
Job J.D. Candidate UCLA Law School
Industry Law Practice
Experience
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

Justin Kimmer Justin Kimmer Portland, Oregon Details
Justin Kimmer's Wells Fargo Advisors Experience October 2013 - August 2015
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
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

Lynn Burnette Lynn Burnette Burlington, North Carolina Details
Lynn Burnette's Wells Fargo Advisors Experience November 1998 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
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

Adam Krieger Adam Krieger Saint Louis, Missouri Details
Adam Krieger's Wells Fargo Advisors Experience August 2013 - January 2014
Job AssistantBanking Products and Services at Edward Jones
Industry Financial Services
Experience
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

Hall Sumner, CFP® Hall Sumner, CFP® Beaufort, South Carolina Details
Hall Sumner, CFP®'s Wells Fargo Advisors Experience September 1999 - May 2015
Job Vice President, Investments at Tumlin Levin Sumner Wealth Management of Raymond James
Industry Financial Services
Experience
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

Robert T. Agnew, Jr., CIMA® CRPS® Robert T. Agnew, Jr., CIMA® CRPS® Birmingham, Alabama Area Details
Robert T. Agnew, Jr., CIMA® CRPS®'s Wells Fargo Advisors Experience February 2008 - Present
Job Senior Financial Advisor, PIM Portfolio Manager at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   February 2008 - Present
UBS Financial Services  December 1992 - February 2008

Education
Auburn University   1964 — 1968

Timothy Anthony Timothy Anthony Phoenix, Arizona Area Details
Timothy Anthony's Wells Fargo Advisors Experience November 2013 - April 2014
Job Business Support Lead at Bank of America
Industry Financial Services
Experience
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

Yara Domiati Yara Domiati Miami/Fort Lauderdale Area Details
Yara Domiati's Wells Fargo Advisors Experience November 2012 - Present
Job Broker Associate
Industry Investment Banking
Experience
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

Nicholas Jester Nicholas Jester Greater Minneapolis-St. Paul Area Details
Nicholas Jester's Wells Fargo Advisors Experience June 2008 - May 2012
Job Firefighter at City of Golden Valley
Industry Investment Management
Experience
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

Nure Elatari Nure Elatari Phoenix, Arizona Details
Nure Elatari's Wells Fargo Advisors Experience October 1998 - May 2000
Job Beauty and Fashion
Industry Apparel & Fashion
Experience
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

Michael Addington Michael Addington Greater Salt Lake City Area Details
Michael Addington's Wells Fargo Advisors Experience January 2007 - August 2010
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
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

Justin Hoyt Justin Hoyt Phoenix, Arizona Area Details
Justin Hoyt's Wells Fargo Advisors Experience July 2007 - Present
Job Financial Advisor & Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Matthew Boughton Matthew Boughton New York, New York Details
Matthew Boughton's Wells Fargo Advisors Experience June 2011 - August 2011
Job Restructuring Analyst at Houlihan Lokey
Industry Investment Banking
Experience
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

Nanette Ray Nanette Ray Lansing, Michigan Details
Nanette Ray's Wells Fargo Advisors Experience 2007 - 2009
Job Student at Self Empolyed
Industry Financial Services
Experience
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

Edward Salas Edward Salas Miami, Florida Details
Edward Salas's Wells Fargo Advisors Experience September 2008 - August 2009
Job Director Of Investments PPD Financial
Industry Financial Services
Experience
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

Melissa Kenney Melissa Kenney Tempe, Arizona Details
Melissa Kenney's Wells Fargo Advisors Experience February 2013 - February 2015
Job Sales Specialist
Industry Financial Services
Experience
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.)

Matthew Stubblefield Matthew Stubblefield Birmingham, Alabama Area Details
Matthew Stubblefield's Wells Fargo Advisors Experience August 2008 - August 2012
Job Regional Sales Manager
Industry Transportation/Trucking/Railroad
Experience
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

Carlton Whitman Carlton Whitman Matthews, North Carolina Details
Carlton Whitman's Wells Fargo Advisors Experience June 2014 - February 2015
Job Financial Planner at Tassel Capital Management, Inc.
Industry Financial Services
Experience
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

Lewis Davis Lewis Davis Greater Denver Area Details
Lewis Davis's Wells Fargo Advisors Experience September 2008 - April 2011
Job General Manager at eTuk Companies
Industry Transportation/Trucking/Railroad
Experience
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

Melissa Zigrang Melissa Zigrang San Francisco, California Details
Melissa Zigrang's Wells Fargo Advisors Experience July 2012 - August 2012
Job Project Clerk at Newmeyer & Dillion
Industry Financial Services
Experience
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

Emmanuel Marcellino Emmanuel Marcellino Greater Minneapolis-St. Paul Area Details
Emmanuel Marcellino's Wells Fargo Advisors Experience January 2013 - June 2013
Job Software Developer Consultant at (Thrivent Financial )
Industry Computer Software
Experience
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

Jim Dryden Jim Dryden Westlake Village, California Details
Jim Dryden's Wells Fargo Advisors Experience March 2013 - Present
Job First Vice President at Westlake Private Wealth Management / Wells Fargo Advisors Financial Network LLC
Industry Financial Services
Experience
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

Michael Proud, CFP® Michael Proud, CFP® Charlotte, North Carolina Details
Michael Proud, CFP®'s Wells Fargo Advisors Experience 1998 - 2007
Job Financial Advisor Calhoun, Proud & Shields Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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.)

Joseph Casarez Joseph Casarez Belleville, Illinois Details
Joseph Casarez's Wells Fargo Advisors Experience January 2014 - Present
Job Communications Consultant at Wells Fargo Advisors
Industry Investment Management
Experience
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

Jamie Frankel Jamie Frankel Ambler, Pennsylvania Details
Jamie Frankel's Wells Fargo Advisors Experience May 2015 - Present
Job Wells Fargo Advisors
Industry Financial Services
Experience
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

Duane Cooper CFP® Duane Cooper CFP® Austin, Texas Area Details
Duane Cooper CFP®'s Wells Fargo Advisors Experience November 2007 - Present
Job Managing Director Investments, PIM® Portfolio Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jerwin Paz Jerwin Paz San Diego, California Details
Jerwin Paz's Wells Fargo Advisors Experience January 2007 - May 2010
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Justin Marsh Justin Marsh Anniston, Alabama Area Details
Justin Marsh's Wells Fargo Advisors Experience May 2013 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
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

Christie E. Jones, CFP® AAMS® Christie E. Jones, CFP® AAMS® Phoenix, Arizona Area Details
Christie E. Jones, CFP® AAMS®'s Wells Fargo Advisors Experience August 2003 - Present
Job Vice President Investments, Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2003 - Present

Education
Arizona State University

Darin Mock Darin Mock Raleigh, North Carolina Details
Darin Mock's Wells Fargo Advisors Experience April 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Sean Souza Sean Souza Phoenix, Arizona Area Details
Sean Souza's Wells Fargo Advisors Experience July 1995 - January 1997
Job Therapeutic Specialist Cardiopulmonary Business Unit at Gilead Sciences
Industry Biotechnology
Experience
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

Bo Megginson Bo Megginson Mobile, Alabama Details
Bo Megginson's Wells Fargo Advisors Experience 2009 - 2011
Job Executive Director, Angel Investor Management Group, Gulf Coast Chapter
Industry Venture Capital & Private Equity
Experience
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

Chelsea Nitkowski Chelsea Nitkowski Salt Lake City, Utah Details
Chelsea Nitkowski's Wells Fargo Advisors Experience February 2008 - August 2008
Job Associate Confirmations Drafting Group, Structured Credit Derivatives
Industry Financial Services
Experience
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

Jaclyn Sullivan Jaclyn Sullivan Orange County, California Area Details
Jaclyn Sullivan's Wells Fargo Advisors Experience May 2010 - August 2010
Job Assistant Community Manager at Irvine Company
Industry Retail
Experience
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

Eric J Ostrander Eric J Ostrander Phoenix, Arizona Area Details
Eric J Ostrander's Wells Fargo Advisors Experience September 2004 - September 2006
Job ClearCase/ClearQuest Administrator at Xerox
Industry Computer Software
Experience
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

Kathy Robbins - MSML - ITIL Kathy Robbins - MSML - ITIL Charlotte, North Carolina Area Details
Kathy Robbins - MSML - ITIL's Wells Fargo Advisors Experience January 2011 - October 2011
Job Ranked Top 1% on LinkedIn
Industry Information Technology and Services
Experience
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

Brian Wiggins MS,MPAS®,CFP®,CWS®,ChFC®, CLU®,CRPC® Brian Wiggins MS,MPAS®,CFP®,CWS®,ChFC®, CLU®,CRPC® Chandler, Arizona Details
Brian Wiggins MS,MPAS®,CFP®,CWS®,ChFC®, CLU®,CRPC®'s Wells Fargo Advisors Experience February 2009 - March 2011
Job Financial Advisor at Wealth Management Professional
Industry Financial Services
Experience
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

Byron Peiffer Byron Peiffer Charlotte, North Carolina Details
Byron Peiffer's Wells Fargo Advisors Experience October 2008 - March 2010
Job Middle Office Analyst at Wells Fargo
Industry Investment Banking
Experience
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

Nicole Askins Nicole Askins Greater St. Louis Area Details
Nicole Askins's Wells Fargo Advisors Experience March 2008 - Present
Job AVP, EBusiness Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Daniel Casino Daniel Casino Greater Philadelphia Area Details
Daniel Casino's Wells Fargo Advisors Experience May 2008 - Present
Job Financial Consultant at Zucker Berne Lieberman Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Michael Bouley Michael Bouley Medway, Massachusetts Details
Michael Bouley's Wells Fargo Advisors Experience March 2008 - July 2009
Job Technical Recruiter
Industry Staffing and Recruiting
Experience
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

Ramona Ching Ramona Ching Honolulu, Hawaii Details
Ramona Ching's Wells Fargo Advisors Experience March 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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)

Antonio Fortson Antonio Fortson Montgomery, Alabama Area Details
Antonio Fortson's Wells Fargo Advisors Experience August 2011 - Present
Job Regional Bank Private Banker at Wells Fargo
Industry Banking
Experience
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

Ted J. LoCascio III Ted J. LoCascio III Charlotte, North Carolina Details
Ted J. LoCascio III's Wells Fargo Advisors Experience 1997 - 2002
Job District Sales Manager at Luxottica Group
Industry Apparel & Fashion
Experience
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

Dennis Gutknecht Dennis Gutknecht Charlotte, North Carolina Area Details
Dennis Gutknecht's Wells Fargo Advisors Experience 2006 - Present
Job Systems Management
Industry Financial Services
Experience
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

RAVI SHANKAR DUVVURU RAVI SHANKAR DUVVURU Washington D.C. Metro Area Details
RAVI SHANKAR DUVVURU's Wells Fargo Advisors Experience August 2007 - December 2009
Job Lead Application Developer at The World Bank
Industry Computer Software
Experience
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

Richard Broome Richard Broome Greater Seattle Area Details
Richard Broome's Wells Fargo Advisors Experience September 2001 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jason Frye Jason Frye Charlotte, North Carolina Area Details
Jason Frye's Wells Fargo Advisors Experience September 2010 - Present
Job Systems Architect at Wells Fargo Advisors
Industry Financial Services
Experience
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

Charles Jack Jackle Charles Jack Jackle Marietta, Georgia Details
Charles Jack Jackle's Wells Fargo Advisors Experience January 1995 - Present
Job Financial Advisor VP at Well Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   January 1995 - Present

Education
Auburn University, College of Business   1986 — 1990
Bachelor, Business and Marketing

Anita DeBarge Anita DeBarge Orange County, California Area Details
Anita DeBarge's Wells Fargo Advisors Experience October 2010 - May 2011
Job Owner, Monarch Financial Services, Inc.
Industry Banking
Experience
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

Vince Glenn Vince Glenn Greenwich, Connecticut Details
Vince Glenn's Wells Fargo Advisors Experience September 2013 - Present
Job VP, Investments Wells Fargo Advisors
Industry Financial Services
Experience
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

Jeff Cornman Jeff Cornman San Francisco Bay Area Details
Jeff Cornman's Wells Fargo Advisors Experience December 1997 - October 2011
Job Product Management Manager at Wells Fargo
Industry Financial Services
Experience
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

Lena Lietz Lena Lietz Minneapolis, Minnesota Details
Lena Lietz's Wells Fargo Advisors Experience September 2012 - December 2012
Job Business Analyst Ameriprise Financial
Industry Financial Services
Experience
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

John Stoker John Stoker Charlotte, North Carolina Details
John Stoker's Wells Fargo Advisors Experience December 2008 - July 2012
Job Credit Analyst II at CIT
Industry Financial Services
Experience
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

Christopher McAtee Christopher McAtee Greater Minneapolis-St. Paul Area Details
Christopher McAtee's Wells Fargo Advisors Experience November 2001 - Present
Job Mortgage Underwriter Wells Fargo Advisors
Industry Real Estate
Experience
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

Andy Suarez Andy Suarez Winston Salem, North Carolina Details
Andy Suarez's Wells Fargo Advisors Experience October 2008 - May 2012
Job Investment Consultant Trainee
Industry Financial Services
Experience
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

Karl Pond, MBA Karl Pond, MBA Asheville, North Carolina Area Details
Karl Pond, MBA's Wells Fargo Advisors Experience April 2013 - February 2015
Job Senior Financial Advisor at First Citizens Bank Investor Services
Industry Financial Services
Experience
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

David Coggins, LUTCF David Coggins, LUTCF Charlotte, North Carolina Area Details
David Coggins, LUTCF's Wells Fargo Advisors Experience November 2009 - September 2011
Job Vice PresidentFinancial Institutions at Ash Brokerage Relationship Manager of Banks | Wire House Distribution Channels
Industry Financial Services
Experience
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

David Brad Peterson David Brad Peterson Greater Minneapolis-St. Paul Area Details
David Brad Peterson's Wells Fargo Advisors Experience July 2000 - March 2015
Job Risk Manager Ameriprise
Industry Financial Services
Experience
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

Dennis McLaughlin Dennis McLaughlin Greater New York City Area Details
Dennis McLaughlin's Wells Fargo Advisors Experience July 2010 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jeanine Lupo Jeanine Lupo Saginaw, Michigan Area Details
Jeanine Lupo's Wells Fargo Advisors Experience February 2011 - Present
Job Writing and Editing Professional
Industry Writing and Editing
Experience
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

Kevin Phillips, CFP® Kevin Phillips, CFP® Davidson, North Carolina Details
Kevin Phillips, CFP®'s Wells Fargo Advisors Experience November 1990 - February 2013
Job Senior Vice President Robert W. Baird & Co.
Industry Financial Services
Experience
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

Kyndall Moore Kyndall Moore Winston Salem, North Carolina Details
Kyndall Moore's Wells Fargo Advisors Experience May 2011 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jon Banister Jon Banister Dallas/Fort Worth Area Details
Jon Banister's Wells Fargo Advisors Experience August 2014 - Present
Job VP Wells Fargo Advisors
Industry Insurance
Experience
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

Austin Glenn Austin Glenn Colorado Springs, Colorado Area Details
Austin Glenn's Wells Fargo Advisors Experience October 2013 - April 2014
Job Investment Counselor at T. Rowe Price
Industry Financial Services
Experience
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

Blake Chapman Blake Chapman Charlotte, North Carolina Details
Blake Chapman's Wells Fargo Advisors Experience January 2011 - August 2011
Job AIT Fundhelp Analyst at Citco Fund Services
Industry Banking
Experience
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

Chad Ingebrigtsen Chad Ingebrigtsen Phoenix, Arizona Area Details
Chad Ingebrigtsen's Wells Fargo Advisors Experience December 2010 - March 2011
Job MBA
Industry Higher Education
Experience
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

Dedric Clement Dedric Clement Greater St. Louis Area Details
Dedric Clement's Wells Fargo Advisors Experience January 2013 - Present
Job Project Manager at Wells Fargo Advisors
Industry Program Development
Experience
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

C. WINN PELLETT C. WINN PELLETT Greater Atlanta Area Details
C. WINN PELLETT's Wells Fargo Advisors Experience April 2007 - July 2011
Job
Industry Financial Services
Experience
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

Jeremy Manis Jeremy Manis Arlington, Tennessee Details
Jeremy Manis's Wells Fargo Advisors Experience April 2013 - November 2014
Job Compliance Consultant
Industry Financial Services
Experience
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

Richard Nidetz Richard Nidetz Miami/Fort Lauderdale Area Details
Richard Nidetz's Wells Fargo Advisors Experience January 1997 - January 2005
Job Financial Services Professional
Industry Financial Services
Experience
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

Silvio Borrero Silvio Borrero Miami/Fort Lauderdale Area Details
Silvio Borrero's Wells Fargo Advisors Experience December 2013 - Present
Job Vice PresidentInvestments. Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
Wells Fargo Advisors   December 2013 - Present

Education
Arkansas State University   2004 — 2005
BS, Economics and Business Administration

Mailto:Bob Thomas Mailto:Bob Thomas Waxhaw, North Carolina Details
Mailto:Bob Thomas's Wells Fargo Advisors Experience February 1998 - June 2011
Job Business Development Manager at Gaskin Asset Management
Industry Computer Software
Experience
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

Swathi Thanniru Swathi Thanniru Saint Louis, Missouri Details
Swathi Thanniru's Wells Fargo Advisors Experience June 2013 - Present
Job Apps Systems Engineer/ETL Tech Lead at Wells Fargo Advisors
Industry Insurance
Experience
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

Edward Monaghan Edward Monaghan Wilson, North Carolina Details
Edward Monaghan's Wells Fargo Advisors Experience June 2001 - Present
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Erika Black Erika Black Tempe, Arizona Details
Erika Black's Wells Fargo Advisors Experience March 2008 - May 2012
Job Student at Arizona State University, W. P. Carey School of Business
Industry Telecommunications
Experience
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

Larry A King Larry A King Columbus, Georgia Details
Larry A King's Wells Fargo Advisors Experience May 1992 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jacob Clevinger Jacob Clevinger Cornelius, North Carolina Details
Jacob Clevinger's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Andrea Blaylock Andrea Blaylock Charlotte, North Carolina Area Details
Andrea Blaylock's Wells Fargo Advisors Experience November 2009 - May 2010
Job Project Manager at Wells Fargo
Industry Computer Software
Experience
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

Adrian Schultz Adrian Schultz Phoenix, Arizona Area Details
Adrian Schultz's Wells Fargo Advisors Experience August 2012 - Present
Job Registered Banker at Wells Fargo Advisors
Industry Financial Services
Experience
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

Joshua Bartlett Joshua Bartlett Charlotte, North Carolina Details
Joshua Bartlett's Wells Fargo Advisors Experience October 2011 - May 2014
Job Global Rates Middle Office at Wells Fargo Securities
Industry Financial Services
Experience
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

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