Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
N2 Publishing September 2014 - Present
First Midwest Bank January 2012 - July 2014
VALIC December 2010 - December 2011
Hancock Wealth Management, Inc August 2009 - November 2010
Wells Fargo Advisors January 2004 - April 2009
Dubuque Bank & Trust June 2002 - December 2003
MetLife December 1997 - May 2002
Skills
Community Development, Marketing Strategy, Social Media Marketing, Business Networking, New Business Development, Advertising, Community Engagement, Community Building, Relationship Building, Social Networking, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Financial Advisory, Financial Planners, 401k, Insurance, Business Planning, Investment Strategies, Public Speaking, Wealth, Investment Management, Training, Wealth Management..., Wealth Accumulation, Financial Analysis, Financial Planning, Trust Services, Pensions, Fiduciary Services, Employee Benefits, Webinars, Charitable Gift Planning, Financial Goals, Trust Management, Estate Administration, Income Planning, Estate Planning Webinars, Personal Trust..., Philanthropy, Financial Planning..., Special Needs Trusts, Retirement Planning..., Insurance Planning, Wealth Preservation, Fixed Income Planning, 401 K Rollovers, Legacy Planning, 401 K Plan Reviews
Education
Loras College 1993 — 1997
Finance, Bachelor of Arts
LaSalle - Peru Township 1990 — 1993
General Studies, General Studies
TBD Public Relations March 2014 - July 2014
South Bay Tax Advisory Group April 2009 - March 2014
Abercrombie & Fitch July 2013 - September 2013
Wells Fargo Advisors June 2012 - August 2012
Abercrombie & Fitch July 2009 - July 2011
Skills
Facebook, Social Networking, Social Media Marketing, Editing, Media Relations, InDesign, Social Media, Event Planning, Public Relations, Press Releases, Customer Service, Microsoft Office, Marketing Communications, Task Assignment, Leadership, Marketing, PowerPoint, Microsoft Word
Education
Loyola Law School, Los Angeles
Juris Doctor (J.D.), Entertainment Law
UC Berkeley
Bachelor of Arts (B.A.), Communication and Media Studies
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors June 2014 - April 2015
Wells Fargo Advisors September 2009 - June 2014
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Investments, Financial Planning, Portfolio Management
Education
Louisiana State University 2007 — 2011
Bachelor of Science (B.S.), Agricultural Finance, Business Administration
Hess Corporation October 2012 - Present
Hess Corporation April 2012 - October 2012
Hess Corporation December 2011 - March 2012
Wells Fargo Advisors May 2010 - August 2010
Skills
SAP, Microsoft Office, Financial Analysis, Leadership, Microsoft Excel, Analysis
Education
Texas A&M University 2014 — 2016
Master of Business Administration (MBA)
Lipscomb University 2007 — 2011
Bachelor of Business Administration, Financial Markets
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors May 2013 - June 2014
Loyola Marymount University May 2012 - May 2013
Loyola Marymount University September 2010 - May 2013
Affinity Artists Agency May 2011 - August 2011
Skills
Customer Service, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Event Planning, Time Management, Leadership, Customer Satisfaction, Marketing, Social Media, Public Speaking, Access, Data Entry, Management, Sales, Team Building
Education
Loyola Marymount University 2009 — 2013
BA, Screenwriting, Sociology, Alumni
Meadowdale High School 2005 — 2009
Diploma
First National Bank Shawnee, OK February 2015 - Present
Wells Fargo Advisors May 2014 - January 2015
Farmers Insurance November 2012 - April 2014
Previously employed by First National Bank of Springdale June 2000 - July 2012
Bank of America/ Nations Bank / Boatmen's Bank of Southern Missouri January 1995 - June 2000
Bank of Salem December 1992 - December 1994
Skills
Life Insurance, Financial Services, Investment Advisory, Business Services, Retirement Planning, Education Funding, IRA and IRA Rollovers, Commercial Lending
Education
Louisiana State University 1991 — 1993
Graduate School of Banking, Banking, Top 20 %
University of Central Arkansas 1982 — 1983
Bachelors of Business Administration, Banking and Marketing, 3.60 GPA
Texas Christian University 1979 — 1982
Business Marketing, Marketing and Finance
Fayetteville High School 1976 — 1978
High School, Business, 3.2
Wells Fargo Advisors August 2015 - Present
Viator Wealth Management Group of Wells Fargo Advisors August 2013 - August 2015
Whitney Investment Services April 2012 - July 2013
Wachovia Securities Financial Network / Wells Fargo Advisors May 2007 - March 2012
Skills
Financial Analysis, Strategic Financial..., Business Planning, Succession Planning, Mutual Funds, Stocks, Bonds, Fixed Annuities, Variable Annuities, Stock Market, Social Security, Bond Markets, Seminar Marketing, Seminars, Financial Planning
Education
Louisiana State University 2009 — 2011
Bachelor of Science (BS), International Trade and Finance
Long Island University, Brooklyn Campus 2007 — 2008
St. Ann
St. Ann
St. Ann
Wells Fargo Advisors 1996 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, Mutual Funds, Securities, IRAs, Insurance, 401(k) Rollovers
Education
Loma Linda University 1988 — 1990
BBVA Compass August 2014 - Present
Wells Fargo Advisors March 2013 - August 2014
Education
Louisiana State University
Bachelor of Arts
Wells Fargo Advisors February 2015 - Present
Wells Fargo Advisors March 2014 - February 2015
Wells Fargo Advisors March 2010 - March 2014
Morgan Stanley October 2006 - March 2010
Bank of America April 2004 - October 2006
Skills
Series 7, Series 66, Series 9, Series 10, Life Insurance, Property & Casualty...
Education
Lindenwood University 2003 — 2005
Master of Business Administration (MBA), Human Resources, 4.0
Southern Illinois University, Carbondale 1996 — 2000
Bachelor of Science (BS), Business Management
Wells Fargo Advisors September 2010 - Present
Coldwell Banker Mackey Co. March 2006 - December 2010
Wells Fargo Advisors March 2008 - September 2010
WGMB-TV July 2008 - April 2009
WVLA-TV July 2008 - April 2009
Skills
Investments, Finance, Financial Analysis, Insurance, Credit Analysis, Valuation, Social Media, Microsoft Office, Financial Modeling, Retirement Planning, 401k Rollovers, Investment Strategies, Investment Planning, Asset Allocation, Securities, Retirement, Estate Investment..., Fixed Income Strategies, Retirement Savings, Wealth Preservation..., Tax-Efficient Strategies
Education
Louisiana State University 2006 — 2010
Bachelor of Science, Finance
St. Joseph's Academy 2002 — 2006
Wells Fargo Advisors May 2012 - Present
Wells Fargo Advisors September 2010 - May 2012
Wells Fargo Advisors 2008 - September 2010
Education
Lindenwood University 2008 — 2012
Bachelor of Arts (B.A.), Corporate Communication
Southern Illinois University, Edwardsville 1996 — 1998
Psychology
LSU Finance Major August 2012 - Present
Wells Fargo Advisors June 2015 - July 2015
Brooks Brothers March 2012 - July 2014
The Coca-Cola Company August 2013 - December 2013
US House of Representatives June 2013 - August 2013
Skills
Leadership, Marketing, Public Speaking, Training, Inventory Management, Finance, Financial Planning, Retail Sales, Recruiting, Policy, Student Government, Social Media Marketing
Education
Louisiana State University 2012 — 2016
Finance, 3.6 GPA
Jackey/Robinson Group February 2014 - Present
Ameriprise Financial Services, Inc. March 2010 - February 2014
Wells Fargo Advisors April 2007 - March 2010
Banc of America Investments June 1996 - April 2007
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Estate Planning, Insurance, Retirement, Investments, Finance, Mutual Funds, Investment Advisory, IRAs, Wealth
Education
Louisiana State University 1970 — 1974
BS, Liberal Arts
Wells Fargo Advisors March 2009 - Present
JP Morgan Private Client Services May 1992 - March 2009
Merrill Lynch August 1988 - May 1992
Skills
Retirement, financial,..., Investment and..., Finance, Retirement Planning, Investments, Strategic Financial..., Credit, Mutual Funds, Financial Planning, Portfolio Management, Wealth Management, Banking, Asset Allocation, Risk Management, Management, Series 7, Financial Analysis, Asset Management
Education
Louisiana State University 1988 — 1990
MBA
Louisiana State University 1983 — 1987
BS Finance, Finance, General
Wells Fargo Advisors August 2002 - Present
Piper Jaffray September 1994 - August 2002
Employee Services, Inc April 1986 - April 2002
Skills
Finance, Financial Analysis, Financial Services, Fixed Income, Banking, Credit, Customer Service, Investments, Risk Management, Small Business, Strategic Planning, Financial Markets, Hedge Funds, Leadership, Public Relations
Education
South Dakota State University 1964 — 1968
Speech and Business
Louisiana State University
Specialized Degree, Estate Planning
BJC HealthCare June 1998 - Present
Wells Fargo Advisors June 1994 - April 1998
Boeing Commercial Airplanes February 1986 - June 1994
Skills
SharePoint, Windows Server, Analysis, Networking, Software Documentation, SQL, Process Improvement, Visio, SDLC, Healthcare Information..., Management, Business Analysis, Research, Business Intelligence, Troubleshooting, Customer Service, Public Speaking, Disaster Recovery, Crystal Reports, Vendor Management, Requirements Gathering, System Administration, Data Warehousing, Project Management, EMR, Perl, XP, Management Consulting, Strategic Planning, Change Management, Microsoft Office, Coaching, T-SQL, A+ Certified, TCP/IP, Varied, applications,..., HIPAA, Business Development, Windows 7, Server Architecture, System Monitoring, Adobe Acrobat, Clarity, Cloud Computing, IT Service Management, Data Center, Business Strategy, Network Design, Team Management, ITIL v3 Foundations...
Education
Washington University in St. Louis 2004 — 2006
Certificate Networking and Communications (CAIT), Computer Networking
Washington University in St. Louis 2001 — 2004
Certificate - Opens Systems Technology "C" /Unix
Lindenwood University 1990 — 1994
MBA, Marketing
Southern Illinois University, Edwardsville 1979 — 1984
BS, Computer Science/Minor Business Administration
East St. Louis Senior 1975 — 1978
High School Diploma
Wells Fargo Advisors August 2013 - Present
Aspire Public Schools August 2012 - June 2013
West Contra Costa Unified School District August 2010 - June 2012
Skills
Cleared Multiple..., strategic lesson..., analysis of student data, Curriculum Design, Teaching
Education
UC Berkeley 2006 — 2010
Bachelor of Arts (B.A.), Philosophy and German
Loyola Marymount University 2010 — 2012
Master of Arts (M.A.), Reading Instruction
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors December 2010 - April 2014
Business Application Development Professional January 1999 - December 2010
Sales and Marketing Professional June 1979 - May 1990
Skills
Sales Management, Web Application Design, Team Management, Information Architecture, Business Process..., Business Strategy, Program Management, Business Development, Management, Information Security..., Applications Software..., Sales Management..., Communication Skills, Agile Application..., Cross-functional Team..., Investments, Risk Management, Business Analysis, Project Management, Integration, SDLC, Strategy, Enterprise Software, Financial Services, Leadership
Education
Arcitura Education 2014 — 2014
Services Oriented Architecture
Louisiana State University 1976 — 1979
Bachelor of Arts (B.A.), Communication, General
Saint Louis University 1991 — 1992
Bachelor's Degree, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
St. Louis Community College 1974 — 1976
Associate of Science (A.S.), Commercial and Advertising Art
Nova Management Inc. April 2015 - Present
Manpower June 2007 - April 2015
Select Staffing February 2005 - July 2007
California Caresource May 2004 - February 2005
Wells Fargo Advisors March 2002 - May 2004
Skills
Applicant Tracking..., Staffing Services, Internet Recruiting, Temporary Staffing, College Recruiting, Job Fairs, Technical Recruiting, Screening Resumes, Contract Recruitment, Talent Acquisition, Onboarding, Screening, Temporary Placement, Permanent Placement, Benefits Negotiation, Recruiting, Human Resources, Cold Calling, Interviews, Resume Writing, Leadership, Sourcing, Executive Search, Employee Relations, Corporate Recruiting, HR Consulting, Background Checks, Personnel Management, RPO, Sales, Employee Benefits, Permanent Staffing, Business Networking, Staff Augmentation, PeopleSoft, Management, Interview Preparation, Talent Management, Full-life Cycle..., HRIS, Deferred Compensation, Career Development, Payroll, Performance Management, Employee Training, Building Relationships, Benefits Administration, Job Descriptions, Hiring, Employee Engagement
Education
Fairfax High
High School Diploma
Los Angeles City College
Business Administration, Management and Operations
Wells Fargo Advisors June 2008 - Present
National Information Solutions Cooperative January 2000 - June 2007
Skills
Employee Learning &..., Learning & Development..., Project Management, Spanish Translation, Spanish
Education
Lindenwood University 2004 — 2006
Master's Degree, Communications with emphasis in Training & Development, 4.0 GPA
University of Phoenix 1999 — 2000
Bachelor's Degree, Business Administration and Management, General, 3.9 GPA
Texas Woman's University 1994 — 1998
Bachelor's Degree, Business Administration and Management, General
Texas State Technical College Harlingen 1987 — 1989
Associate's Degree, Business Administration and Management, General, 3.8 GPA
Wells Fargo Advisors October 2008 - Present
Talx Corporation September 2007 - October 2008
Citigroup June 2004 - February 2007
Skills
Loans, Mortgage Lending, Securities, Financial Services, Banking, Sales, Relationship Management, Credit, Analysis, Customer Service
Education
Lindenwood University 2012 — 2015
Wells Fargo Advisors July 2012 - Present
Merrill Lynch October 2000 - December 2011
Bank of America October 2009 - June 2010
Education
Tulane University 1976 — 1981
Bachelor of Arts (B.A.), English Literature
Louisiana State University
Self-Employed Part Time September 2009 - June 2013
West Corporation 2010 - 2013
Wells Fargo Advisors June 2007 - May 2010
Dallas Employment Services February 1995 - June 2008
Pro Staff January 1998 - June 2007
Imprimis Group January 1995 - June 2007
Burnett's Staffing, Inc. November 2006 - May 2007
First Southwest Company December 2005 - November 2006
Desert Steel Company, Inc. January 2006 - May 2006
Hutton Communications Inc. October 2004 - April 2005
Skills
Microsoft Office, Administrative Support, Receptionist, Typing 60 wpm, Business Travel, Direct Sales, Event Planning, Personal Assistant, Customer Service, Librarian for..., Accounts Receivable, Creative Writer, Social Media Marketing, Microsoft Excel, Social Networking, Web Content, Hoot Suite, Marketing, Social Media, Publishing, PowerPoint, Creative Writing, Microsoft Word, Facebook, Writing, Books, Copy Editing, Trade Shows, Telephone Skills, Accounts Payable, Administrative..., Travel Planning, Telemarketing, Typing, Reviews, Book Reviews, Transcription, Database Admin, Writer, Cross Selling, Website Content, Product Reviews, Celebrity Interviews, Microsoft Office - Word, Excel, PowerPoint & Outlook, Customer Relations, Database Management, Microsoft Outlook, Twitter
Education
Argosy University 2011 — 2012
Bachelor of Science in Marketing (In Progress), Marketing/Marketing Management, General
Los Angeles City College 1983 — 1984
Persued Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo Advisors March 2009 - Present
JPMorgan Chase (and Predecessors) January 1991 - March 2009
Skills
Financial Analysis, Asset Allocation, Strategic Planning, Management, Mutual Funds, Finance, Financial Modeling, Corporate Finance, Financial Reporting, Equities, Advice regarding...
Education
Louisiana State University 1975 — 1981
BS Accounting, MS Accounting, MS Finance, Accounting and Finance
Robert W. Baird & Co. July 2013 - Present
ConocoPhillips 2000 - 2015
Wells Fargo Advisors May 2009 - July 2013
Wachovia Securities, LLC January 2008 - May 2009
A. G. Edwards & Sons, Inc. December 2000 - January 2008
Pfizer June 1995 - December 2000
Parke-Davis (a Division of Warner Lambert) May 1991 - June 1995
Skills
Retirement Income..., Retirement Planning, Retirement, 401k Rollovers, IRAs, Wealth Management, Portfolio Management, Investments, Asset Managment, Financial Advisory, Alternative Investments
Education
Louisiana State University and Agricultural and Mechanical College 1989 — 1991
Master of Business Administration, Finance
University of Louisiana at Lafayette 1984 — 1988
Bachelor of General Studies, Engineering Science / Mathematics
Wells Fargo Advisors September 2012 - Present
UBS Financial Services February 1985 - September 2012
Skills
Investments, Investment Strategies, Retirement Planning, ETFs, Asset Allocation, Retirement Income..., Strategic Planning, Mutual Funds, Stocks and Bonds, Alternative Investments, Business Planning, Forecasting, College Education..., Fixed and Variable..., Unit Investment Trusts, Exchange Traded Funds..., Separately Managed..., Tax Free Municipal Bonds
Education
Loyola Marymount University 1979 — 1981
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Saint Bonaventure High School 1973 — 1977
Wells Fargo Advisors December 2014 - Present
Wells Fargo September 2012 - December 2014
Wells Fargo July 2011 - September 2012
Wells Fargo June 2010 - July 2011
Wells Fargo August 2008 - May 2010
Wachovia Securities Financial Network May 2008 - August 2008
Skills
Wisdom, BETA, DTCC, BONY, Smart Tracks, Bond Desk, DVP Stock Loan System, Microsoft Office, Mobius Document Direct, DocuAnalyzer, SQL, BDW, ODM, Bloomberg Terminal, Risk Management, Finance, Sales, Analysis, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Word, Software Lifecycle, Fixed Income, Budgets, Financial Risk
Education
Lindenwood University 2008 — 2010
Master of Arts (M.A.), Communications, Promotions
University of Missouri-Saint Louis 2004 — 2008
Bachelor of Arts (B.A.), Communication, General
Wells Fargo Advisors June 2001 - Present
Skills
401k Rollovers, 529 Plans, Annuities, Asset Allocation, Bonds, Business-owner Planning, Financial Analysis, Investment Strategies, Investments, Mutual Funds, Retirement, Retirement Planning, Risk Management, Stock Analysis, Wealth Management, Fixed Annuities, Stock Valuation, Series 7
Education
Rutgers, The State University of New Jersey-Newark 1987 — 1990
Bachelor of Science, Management, Finance
Long Island University, C.W. Post Campus 1986 — 1987
Management, Finance
Lyndhurst High School 1982 — 1986
Apex Systems October 2014 - Present
Wells Fargo Advisors March 2014 - June 2014
Wells Fargo Advisors October 2007 - March 2014
Wachovia Securities June 2006 - October 2007
Wachovia Securities, LLC March 2005 - July 2006
Wachovia Securities, LLC July 2004 - March 2005
Wachovia Securities, LLC October 2002 - July 2004
Skills
Project Management, Relationship Management, Risk Management, Business Analysis, Business Process..., Strategic Communications, Communication Skills, Cross-functional Team..., Vendor Management, Asset Management, Securities License, General Securities..., Series 7, Series 9, Series 10, Series 63, Customer Service, Banking, Securities, Financial Services, Project Portfolio..., Portfolio Management, Financial Analysis, SDLC, Analysis, Investments, Visio, Process Improvement, PMP, Requirements Gathering, PMO, Cash Management, Microsoft Office, Program Management
Education
University of Richmond 2010 — 2012
Bachelor of Liberal Arts, Interdisciplinary Studies, 3.9, Summa Cum Laude
J. Sargeant Reynolds Community College 2009 — 2010
Liberal Arts and Sciences, General Studies and Humanities, 3.98
Longwood University
Anthem, Inc. June 2015 - Present
Anthem, Inc. January 2014 - June 2015
Capital One August 2013 - October 2013
Genworth Financial November 2012 - May 2013
Capital One November 2010 - November 2012
Wells Fargo Advisors June 2010 - October 2010
WellPoint August 2009 - May 2010
Dominion Virginia Power February 2009 - August 2009
LandAmerica Lawyers Title March 2008 - October 2008
Royal & Company October 2006 - March 2008
Skills
XML, Visio, Vendor Management, Technical Support, SharePoint, SDLC, Requirements Analysis, Quality Assurance, Oracle, Project Management, Troubleshooting, Microsoft SQL Server, Microsoft Office, Data Warehousing, Business Analysis
Education
Longwood University 1997 — 2002
Bachelor of Science, Information Systems
Wells Fargo Advisors August 1993 - Present
Skills
Wealth Management, Portfolio Management, Equities, Banking, Mutual Funds, Investments, Restricted Stock, Securities, Financial Analysis, Cost Lot Accounting, Corporate Actions, Asset Management, Bloomberg, Business Analysis, Customer Service, Team Building, Financial Advisory, Project Management, Fixed Income, Investment Advisory, Financial Services, Social Media, Management, Financial Planning
Education
Lindenwood University
Business
Santander Bank, N.A. December 2013 - March 2015
Wells Fargo Advisors March 2011 - January 2013
JPMorgan Chase March 2009 - March 2010
Skills
Spreadsheets, Microsoft Publisher, Conflict Resolution, Workshop Facilitation, Training, PowerPoint, Microsoft Excel, Team-oriented, Risk Management, Credit, Sales, Team Leadership, Coaching, Microsoft Word, Credit Cards, Public Speaking, 10 Key, Banking, Cash Management, Customer Service, Leadership, Management, Microsoft Office, Social Media, Team Building
Education
Long Beach City College
Associates of Arts, Liberal Arts
Wells Fargo Advisors 2008 - Present
Stifel Financial Corp. 2003 - 2008
Education
Lindenwood University
Washington University in St. Louis
Master of Business Administration (MBA)
Wells Fargo Advisors May 1998 - Present
Domino's Pizza France 1992 - 1997
Fritz-Bansard Freight Systems 1989 - 1992
Thomson-McKinnon Securities September 1984 - July 1987
Skills
Retirement Planning, Investments, Estate Planning..., Strategic Investment..., Securities, Alternative Investments, Investment Planning, Asset Allocation, Financial Advisory, Comprehensive Planning, College Education..., Retirement, Finance, Financial Services, Small Business...
Education
Tulane University - A.B. Freeman School of Business 1987 — 1989
Master of Business Administration (MBA), International Business
Louisiana State University 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Northeast Planning Corporation 2011 - Present
Wells Fargo Advisors 2009 - 2011
Wachovia Securities Financial Network 2006 - 2009
Skills
Wealth Accumulation, Retirement Planning, Cash Flow, College Funding..., Insurance Planning, Estate Planning /..., Business / Employee..., Financial Services, Finance, Financial Planners, Estate Planning, Disability Insurance, Mutual Funds, Fixed Annuities, Financial Planning
Education
London South Bank University 2010 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Rowan University 2006 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
Westfield Senior High School 2002 — 2006
Westfield High School Diploma
Wells Fargo February 2015 - Present
National Shrine Our Lady of the Snows May 1998 - Present
Wells Fargo Advisors June 2013 - February 2015
Wells Fargo Advisors June 2012 - June 2013
Wells Fargo Advisors May 2009 - June 2012
Wells Fargo Advisors October 2006 - May 2009
Skills
FINRA, Investments, Investment Advisory, AML, Risk Management, Microsoft Excel, Finance, Marketing, Financial Services, Customer Service, Banking, Policy, Time Management, Leadership, Human Resources, Financial Analysis
Education
Lindenwood University 2008 — 2010
Master of Business Administration (MBA), Business
Lindenwood University 2005 — 2008
Bachelor of Business Administration (BBA), Business
Althoff Catholic High School 1995 — 1999
Wells Fargo Advisors November 2009 - Present
A.G. Edwards October 1991 - November 2009
Skills
Customer Service, Job Trafficking, Marketing Communications, Project Management, Certified Yoga..., CPR Certified, Certified..., Aerobics & Fitness...
Education
Lindenwood University
Bachelor of Business Administration (BBA), Business
Express Scripts January 2013 - Present
Wells Fargo Advisors February 2012 - June 2012
Unisys June 2006 - July 2011
Skills
Process Improvement, Program Management, Business Analysis, Software Documentation, SQL, Customer Service, SharePoint, Microsoft Excel, Project Management, Quality Assurance, Integration, SDLC, PMO, Business Process..., Management, Change Management, IT Strategy, PMP, Analysis, Business Intelligence, Requirements Analysis, Healthcare Information..., Vendor Management
Education
Lindenwood University 2009 — 2010
MSA, Masters of Science Administration - Management Emphasis
University of Missouri-Columbia 1990 — 1994
BS, Hotel and Restaurant Management
Wells Fargo Advisors January 2015 - Present
Ameriprise Financial Services, Inc. 1997 - January 2015
SunAmerica Financial Group June 1996 - September 1997
Coast Federal Bank 1994 - 1996
Skills
Finance, Asset Allocation, Mutual Funds, Retirement Planning, Investments, Financial Advisory, Financial Goals, Financial Services, Financial Analysis, Securities, Retirement, Investment Strategies, Alternative Investments, Tax Investment Planning, Investment Planning
Education
Loyola Marymount University, College of Business Administration
BBA, Management
University of California, Berkeley 1984 — 1985
Loyola High School 1980 — 1984
UCLA Extension
Accounting
Self 2014 - Present
Landrum Arts LA 2011 - Present
Effective Arts 2012 - Present
Columbia Sportswear 2014 - 2014
Louisiana State Museum 2012 - 2014
Wells Fargo Advisors 2011 - 2014
Twist 2011 - 2011
Best Western International 2010 - 2011
Louisiana State University - CxC Studio 151 2007 - 2008
Skills
Acting, Commercials, Feature Films, Film, Entertainment, Theatre, Improvisation
Education
Université de Picardie Jules Verne (Amiens) 2009 — 2009
Bachelor's Degree, Study abroad program via Louisiana State University, focusing on Film, French, & Religious Studies
Louisiana State University 2004 — 2009
Bachelor of Arts (BA), Communication Studies / Film and Media Arts
The Woodlands High School 2002 — 2004
Concordia Lutheran High School 2000 — 2002
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors January 2013 - October 2014
Save-A-Lot 2011 - 2013
Sara Lee Fresh Bakery 2009 - 2011
Skills
Business Process..., Six Sigma, Operational Excellence, Operations Management, Project Management, Continuous Improvement, Building Relationships, Multi-channel Retail, Customer Experience, Business Analysis, Corporate Training
Education
Lindenwood University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lindenwood University
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Villanova University
Lean Six Sigma Black Belt / Master in Six Sigma
El Segundo Brewing Company July 2014 - Present
Fishbar Restaurant February 2014 - Present
Galleon Tea Company June 2013 - Present
Cellular Accessories For Less (CAFL) September 2012 - June 2013
Draftfcb June 2011 - August 2011
P.F. Chang's China Bistro August 2009 - August 2010
Macy's Department Store April 2006 - August 2009
Wells Fargo Advisors March 2009 - June 2009
iSuppli Corporation June 2008 - August 2008
Skills
Marketing, Sales, Social Media, Customer Service, Advertising, Craft Beer, Entrepreneurship, Strategy, Social Media Marketing, Social Networking, Microsoft Excel, Email Marketing, Cold Calling, Recruiting, Marketing Strategy, Business Modeling, Tea, Beer Education
Education
Loyola University of Chicago 2010 — 2011
BBA, Marketing
Marymount College 2008 — 2010
A.S, Business Administration
Pathway Advisors, LLC November 2010 - Present
Wells Fargo Advisors October 2008 - October 2010
A.G. Edwards & Sons, Inc. November 1992 - September 2008
Skills
Wealth Management, Retirement Planning, Alternative Investments, Strategic Financial..., Investment Advisory, Asset Allocation, Investment Strategies, Estate Planning, Certified Financial...
Education
Louisiana College 1981 — 1985
Bachelor of Science (B.S.), Biology, General
Kool Smiles September 2013 - Present
Diversity One Staffing Inc. June 2012 - September 2013
Faulk & Foster Real Estate Inc June 2009 - May 2012
Wells Fargo Advisors 2009 - 2009
Enterprise Rent-A-Car August 1992 - August 2008
Skills
New Business Development, Marketing Strategy, Sales Management, Recruiting, Team Building, Sales, Customer Service, Cold Calling, Account Management, Strategic Planning, Telecommunications, CRM, Microsoft Excel, Business Development, Training, Contract Negotiation, Management, Marketing, Sales Process, B2B, Real Estate, Customer Satisfaction, Microsoft Office, Negotiation, Retail, Leadership, Budgets, Customer Retention, Operations Management, Direct Sales, Sales Operations, Team Leadership, Human Resources, Salesforce.com, Vendor Management, Business Excellence
Education
Louisiana Tech University 1987 — 1991
BS, Marketing
TALLGRASS FINANCIAL STRATEGIES INCORPORATED September 2013 - Present
WELLS FARGO ADVISORS August 2011 - August 2013
MERRILL LYNCH December 2009 - August 2011
MERRILL LYNCH January 2007 - December 2009
MERRILL LYNCH August 2001 - December 2006
MERRILL LYNCH June 1997 - July 2001
American Arbitration Association 1982 - 1984
American Arbitration Association 1982 - 1984
American Arbitration Association 1982 - 1984
Skills
Investments, Wealth Management, Asset Management, Retirement Planning, Series 7, Mutual Funds, Strategic Financial..., Wealth, Asset Allocation, Retirement, Equities, Financial Services, Series 63, Investment Advisory, Insurance, Estate Planning, Financial Advisory, Securities, Portfolio Management, Alternative Investments, Financial Planning
Education
INSTITUTE for PROFESSIONAL EXCELLENCE in COACHING 2013 — 2014
Certified Professional Coach
INSTITUTE for DIVORCE FINANCIAL ANALYSTS
Certified Divorce Financial Analyst
Loyola University New Orleans School of Law 1984 — 1988
J.D., Law
Louisiana State University and Agricultural and Mechanical College 1980 — 1981
Master of Science (M.S.), Consumer Behavior and Marketing
Louisiana State University and Agricultural and Mechanical College 1972 — 1976
Bachelor of Science (B.S.), Family and Consumer Sciences/Human Sciences
Wells Fargo Advisors June 2015 - Present
Wells Fargo Bank September 2013 - July 2015
Wetherby Asset Management March 2013 - June 2013
Bank of America June 2008 - October 2011
Bank of America May 1988 - June 2008
Skills
Financial Advisory, Operational Manager,..., paperwork for specific..., Transferring money...
Education
Los Medanos College 1988 — 1990
Pittsburg High School 1984 — 1987
Diploma
MasterCard June 2013 - Present
Express Scripts May 2012 - June 2013
Wells Fargo Advisors 2011 - 2012
BJC HealthCare July 2008 - July 2009
Tyco Healthcare 2002 - 2004
Skills
Strategic Planning, Management, Architecture, Data Center, Project Server, SharePoint, SDLC, PMP, MS Project, Telecommunications, Process Improvement, Budgets, Project Management, Project Delivery, Project Planning, Software Project..., Requirements Analysis, Vendor Management, Program Management, Security, Visio, Change Management, Business Process..., Business Analysis, Access, Business Requirements, Project Portfolio..., IT Management, Integration, Business Intelligence
Education
Lindenwood University
Bachelor of Science (B.S.), Information Technology
Wells Fargo Advisors January 2004 - Present
Legg Mason 1995 - 2004
Paine Webber 1992 - 1995
Skills
Estate Planning, Investments, Retirement Planning, Retirement, Fixed Annuities, Financial Planners, Insurance, Financial Analysis, Mutual Funds, Strategic Planning, Public Speaking, Strategy, Wealth Management, Series 7, Finance, Financial Planning
Education
Tulane University 1989 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance
Louisiana State University 1982 — 1987
Bachelor of Science (B.S.), Finance
Wells Fargo Private Bank January 2015 - Present
Insurance General Agent January 2013 - December 2014
Wells Fargo Advisors February 2011 - September 2012
Wells Fargo Private Bank August 2008 - March 2011
JPMorgan Private Client Services March 2004 - August 2008
Prudential Financial October 1996 - March 2004
Iberville Parish School System January 1993 - June 1996
Skills
Investments, Financial Services, Retirement Planning, Wealth Management, Insurance, Wealth, Life Insurance, Long Term Care Insurance, Financial Advisory, Asset Allocation, Disability Insurance
Education
Louisiana State University 1990 — 1991
Bachelor of Science, Secondary Education
Louisiana State University 1988 — 1990
Bachelor of Arts, History and Political Science
Target July 2015 - Present
Clientek February 2014 - July 2015
Meritain Health April 2012 - February 2014
Aimia Inc December 2011 - June 2012
Ciber January 2008 - October 2011
Wells Fargo Advisors July 2005 - December 2007
Crate & Barrel November 2004 - June 2005
FICO February 1996 - November 2004
Skills
Business Analysis, SDLC, Integration, Program Management, CRM, Software Project..., Business Intelligence, PMP, Requirements Gathering, Data Warehousing, Enterprise Software, Resource Management, Requirements Analysis, Agile Methodologies, Project Portfolio..., Solution Architecture, Agile Project Management, Analytics, Business Process, IT Management, Vendor Management, Enterprise Architecture, Databases, Software Development, Management, Team Management, IT Strategy, Leadership, Project Management, Business Transformation, PMO, Consulting, ETL, Dependable Team Player, Technology, .NET, Cross-functional Team..., Outsourcing, Lean Software..., Strategy
Education
Liverpool John Moores University 1982 — 1986
Bachelor of Arts (with Honours), Business Studies
Loyola Academy of Saint Louis June 2015 - Present
College Advising Corps July 2013 - June 2015
Massage Envy Spa August 2012 - June 2013
University of Missouri June 2011 - July 2012
Bethesda Health Group June 2008 - August 2008
Wells Fargo Advisors June 2007 - August 2007
Saint Louis University June 2006 - May 2007
Skills
Higher Education, College Access, College Admissions, College Applications, Student Financial Aid, FAFSA, Event Planning, Public Speaking, Student Affairs, Editing, Community Outreach, Research, PowerPoint, Social Media, Creative Writing, Poetry, Microsoft Office, Youth Mentoring, Coaching & Mentoring, Leadership, Student Development, Teaching, Admissions, Academic Advising, Social Networking, Customer Service
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, English
Lindenwood University 2007 — 2008
Gunter's Grocery Grabbers September 2015 - Present
Wells Fargo Advisors April 2015 - Present
Wells Fargo June 2010 - April 2015
KB Home May 2009 - June 2010
Woodforest National Bank December 2008 - May 2009
Woodforest National Bank December 2006 - December 2008
Woodforest National Bank August 2004 - December 2006
Skills
Banking, Customer Service, Finance, Marketing, Sales, Retail Banking, Customer Service..., Training, Portfolio Management, Loans, Management, Branch Banking, Direct Sales, Personal Finance, Networking, Advertising, Financial Planning, Wealth Management, Retirement Planning, Life Insurance, Fixed Annuities, Variable Annuities, 401k
Education
Lone Star College
Associate’s Degree, Business
Life Time - The Healthy Way of Life Company June 2015 - Present
Life Time - The Healthy Way of Life Company July 2013 - Present
Nasscomm October 2012 - May 2013
Wells Fargo Advisors 2008 - 2011
Citigroup Global Markets 2002 - 2008
Gruntal & Company 1995 - 2002
Skills
New Business Development, New Business Generation, Staff Augmentation, Sales Presentations, Client Relationship..., Training & Development, CRM, Solution Selling, Enterprise Software, Account Management, Management, Leadership, Sales, Business Development, Employee Training, Customer Service, Cold Calling
Education
Long Island University, C.W. Post Campus
Bachelor's degree
Putnam Subaru May 2015 - August 2015
Wells Fargo Advisors May 2015 - August 2015
Putnam Subaru June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Social Media, Photoshop, Windows, Java, JavaScript, Computer Proficiency
Education
Loyola Marymount University 2014 — 2018
Computer Science, Sophmore
Junipero Serra High School 2010 — 2014
High School Degree
Wells Fargo Advisors 1995 - Present
Education
Louisiana Tech University 1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wells Fargo Advisors June 2014 - Present
Skills
Financial Analysis, Investments, Customer Service, Microsoft Excel, Microsoft Office, Sales, Leadership, Banking, Business Strategy, Finance, Management, Microsoft Word, PowerPoint
Education
Livingstone College
Edward Jones September 2015 - Present
Wells Fargo Advisors June 2015 - August 2015
Applebee's February 2014 - June 2015
City Of Ferguson February 2015 - May 2015
Edward Jones October 2014 - January 2015
Monsanto Company May 2014 - August 2014
Lindenwood University March 2013 - May 2014
City of Macon April 2013 - August 2013
Macon-Atlanta State Bank February 2012 - May 2012
Skills
Leadership, Time Management, Teamwork, Management, Finance, Social Media, Goal Oriented, Microsoft Excel, Budgets, Public Speaking, Microsoft Suites, Customer Service, Policy, Teaching, Public Relations, Bookkeeping, Customer-focused Service, Creative Problem Solving, Team-oriented, Creative Direction
Education
Lindenwood University 2012 — 2015
Bachelor of Science (B.S.), Accounting; Minors in Sports Management and Finance
Wells Fargo Advisors April 2009 - Present
Wachovia Securities March 2005 - April 2009
Edward Jones March 1999 - March 2005
Skills
Financial Services, Investment Strategies, Retirement Planning, Wealth Preservation..., Securities, Retirement Savings, Retirement, investment planning, Insurance, Fixed Income Strategies, Asset Allocation, 401k Rollovers
Education
New York Institute of Technology 1984 — 1989
Master of Business Administration (MBA), MBA of Accounting
Long Island University 1979 — 1983
Bachelor of Science (B.S.), Major Marketing / Minor in Economic's
Appreciation Financial February 2015 - Present
Wells Fargo Advisors September 2012 - February 2015
Wells Fargo Home Mortgage January 2009 - February 2010
Home Star Lending January 2006 - January 2009
HomeStar Lending May 2004 - September 2006
STONEHILL CAPITAL, INC January 2005 - January 2006
Skills
Administration, Team Leadership, Computer Literate, Credit, Mortgage Lending, Customer Service, Loans, Banking, Microsoft Office, Customer Satisfaction, Microsoft Excel, Outlook, Team Building, Sales, Time Management, Call Center, Software Documentation, Process Improvement, Commercial Mortgages, Call Centers, Training, Real Estate, Credit Analysis, Mortgage Banking, Branch Banking, Investments, Management, Insurance, Referrals, Consumer Lending, Portfolio Management, Loan Origination, Finance
Education
Lone Star College
Tomball High
Wells Fargo Advisors May 2015 - Present
Express Scripts May 2011 - May 2015
Gospel Ministries International July 2000 - June 2006
Skills
Analysis, Business Analysis, Data Analysis, Leadership, Cross-functional Team..., Training, Program Management, Analytics, Quality Assurance, Business Systems..., Big Data, Teradata, SQL Server Management..., Oracle, SSIS, Visual Basic, Process Automation, Management, Process Improvement, Project Management, Healthcare, Customer Service, Microsoft Excel, Access
Education
Lindenwood University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.69
Southern Adventist University 2006 — 2010
Bachelor of Arts (BA), International Business
Weimar
UMB Bank January 2015 - Present
Capital One March 2013 - December 2014
Wells Fargo Advisors June 2010 - March 2013
Bank of America June 2005 - June 2010
Nike June 1999 - March 2005
Skills
Banking, Loans, Credit, Portfolio Management, Credit Analysis, Financial Services, Commercial Banking, Risk Management, Relationship Management, Financial Analysis, Wealth Management, Communication, Series 7, Financial Advisory, Commercial Lending, Securities, Cross Selling, Mortgage Lending, Loan Origination, Consumer Lending, Leadership, Series 63, Strategic Financial..., Teamwork
Education
Louisiana State University 1996 — 1999
Bachelor of Science (B.S.), Kinesiology
Hazelwood East 1992 — 1995
High School
Pershing Elementary, U-City School District January 2013 - Present
CONFLUENCE ACADEMY October 2012 - January 2013
Ace Learning Centers September 2012 - December 2012
Riverview Gardens School District August 2012 - December 2012
Hazelwood School District January 2012 - May 2012
Wells Fargo Advisors June 2008 - December 2011
Walgreens June 2007 - June 2008
CSI Leasing June 2005 - June 2007
IKON Office Solutions August 2003 - March 2005
Skills
Microsoft Office, PowerPoint, Word, Excel, Teaching, Desktop Publishing, BUSINESS WRITING, Microsoft Excel, Book Writing, BUSINESS EDUCATION..., GIFTED EDUCATION...
Education
Lindenwood University 2010 — 2012
Master of Arts (MA), Business Education
Lindenwood University 2002 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors November 2013 - June 2015
Scottrade January 2014 - April 2014
Edward Jones September 2006 - October 2013
YWCA headstart November 2005 - September 2006
MCI (GC Services) January 2000 - November 2005
Skills
Applicant Tracking..., Onboarding, Recruiting, Employee Relations, Employee Benefits, Performance Management, Benefits Administration, Human Resources, Coaching, Leadership, Sourcing, Employee Training, Management, Training, Hiring, Interviews
Education
Lindenwood University 2006 — 2007
MBA, Business and Administration
Harris Stowe State College 1996 — 2004
Bachelor, Interdisciplinary Studies
St. Louis Community College 1992 — 1996
Associates, Elementary Education
Math and Science 1988 — 1992
High School Diploma
Landmark Dividend January 2013 - Present
Wells Fargo Advisors August 2012 - December 2012
Tradesmen International February 2006 - June 2010
First Unifom, inc. March 2004 - January 2006
Purveyor of Fine Wines July 2002 - August 2003
Cat's Meow March 2001 - June 2002
Skills
Competitive Analysis, Consultative Sales, Account Management, Leadership/Training, Collaboration, Market Intelligence, Strategic Planning, Product Development, Relationship Building, Business to Business..., Sales, Contract Negotiation, Business Development, Team Building, Negotiation, Sales Management, Leadership, Marketing, CRM
Education
University of New Orleans 2010 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance, 4.0
Louisiana State University 1996 — 2000
Bachelor's Degree, Psychology
Bank of the West February 2015 - Present
Wells Fargo October 2010 - February 2015
Wells Fargo Advisors March 2009 - February 2015
Wells Fargo Bank October 2009 - October 2010
Wells Fargo May 2008 - October 2009
Capitol Pacific Finance August 2003 - May 2008
Skills
Bank Relationship..., Client Development, Partnering, Series 7, Series 66, CA Insurance Lic., NMLSR, Banking, Mortgage Lending, Loans, Private Banking, Estate Planning, Financial Services, Wealth Management, Commercial Lending, Investments, Loan Origination, Life Insurance, Investment Management, Retirement Planning, Small Business Lending, Credit, Mortgage Banking, Refinance, Management, Finance, Leadership, Financial Analysis
Education
Loyola Marymount University 1994 — 1996
Bachelor of Arts, Communication and Fine Arts
UCLA and University of Oklahoma 1989 — 1993
San Marino High School 1985 — 1989
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors November 2011 - December 2013
Wells Fargo Advisors May 2009 - October 2011
Wachovia Securities March 2007 - April 2009
A. G. Edwards & Sons January 2001 - February 2007
Skills
PMP, Business Analysis, Project Portfolio..., Requirements Analysis, Vendor Management, MS Project, Visio, Requirements Gathering, Program Management, Project Management, Project Delivery, SharePoint, Risk Management, Process Improvement
Education
Lindenwood University 2004 — 2009
Bachelor of Arts (BA), Information Technology
Brokerage Firm June 2005 - Present
Wells Fargo Advisors June 2005 - Present
Brokerage Firm June 2005 - May 2010
Tennessee State University September 2001 - May 2005
Skills
Proficient in PC..., Human Resources, Training, Leadership, Management, Customer Service, Analysis, PowerPoint
Education
Lindenwood University 2006 — 2008
Master of Arts; MA, Human Resources Management; Managing Human Resources
Tennessee State University 2001 — 2005
Bachelor of Business Administration (BBA), Business Management
Wells Fargo Advisors August 2013 - Present
Nationwide Automotive Protection May 2009 - May 2012
Skills
Sales, Team Building, Customer Service, Management, Microsoft Office, Call Centers, Customer Satisfaction, Outlook, Time Management
Education
Lindenwood University 2004 — 2005
N/A, Business Management
Merrill Lynch August 2015 - Present
Glass Malek Glass May 2015 - August 2015
Wells Fargo Advisors June 2013 - April 2015
Wells Fargo Advisors February 2013 - May 2013
Morgan Stanley Smith Barney May 2012 - February 2013
CFO's Office-Loyola Marymount University May 2011 - October 2012
President's Office-Loyola Marymount University January 2012 - May 2012
Loyola Marymount University January 2011 - May 2012
Islands Restaurants July 2010 - October 2010
Alexandra DiNovi May 2010 - August 2010
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts, Finance, 3.7
Wells Fargo Advisors 2015 - Present
Monsanto Company 2014 - 2015
Parker Hannifin Corporation, Sporlan Division 2006 - 2013
Ingersoll Rand plc, Climate Control Technologies Sector 2003 - 2006
Ingersoll Rand plc, Climate Control Technologies Sector 2001 - 2003
Hussmann Corporation 1997 - 2001
Hussmann Corporation 1991 - 1997
Skills
Lean Manufacturing, Manufacturing, Six Sigma, Engineering, Product Development, Cross-functional Team..., Continuous Improvement, Process Improvement, Supply Chain, Supply Chain Management, Product Management, Competitive Analysis, HVAC, Product Design, Product Launch, 5S, Value Stream Mapping, Kaizen, ERP, Business Development, Program Management, Management, Leadership, Strategy, Business Process, CRM, Project Management
Education
Lindenwood University
Master of Business Administration (MBA)
Missouri University of Science and Technology
Bachelor of Science (BS), Mechanical Engineering
Wells Fargo Advisors April 2002 - Present
Fellowship of Christian Athletes 1995 - 2002
Skills
Retirement Planning, Investments, Coaching, 401k Rollovers, Insurance, Wealth Preservation..., Asset Allocation, Fixed Income Strategies, IRAs, Tax-efficient Strategies, Stock Analysis, Business Owner Planning, Advisory
Education
Louisiana Tech University 1991 — 1995
Bachelor of Arts (B.A.), History and English
Us Army Audit Agency September 2015 - Present
Wells Fargo Advisors September 2008 - September 2015
ClearPoint / Accountemps June 2006 - August 2008
Condé Nast Publications May 2004 - March 2006
Skills
Customer Service, Microsoft Excel, Microsoft Office, Risk Management, Finance, Accounting, Credit Analysis, Financial Analysis
Education
Lindenwood University 2011 — 2014
Master of Accountancy
Southern Illinois University, Carbondale 1998 — 2001
Bachelor of Science, Business Economics
Wells Fargo Advisors August 2002 - Present
United States Army Reserve June 1982 - July 2010
Amsouth Investments October 1995 - July 2002
Merrill Lynch September 1993 - September 1995
Skills
Asset Allocation, Business-Succession..., Investment Strategies, Investments, Insurance, Financial Advisory, Financial Analysis, Retirement Plan..., Retirement Planning, Strategic Planning
Education
Queens College 1978 — 1982
B.A, Economics
The Highland School, Jamaica Queens, New York 1974 — 1976
Louisiana Tech University
Clinical Mental Health Counseling
Ameriprise Financial Services, Inc. May 2011 - Present
Wells Fargo Advisors January 2006 - April 2011
Raymond James Financial Inc. May 2002 - January 2006
Morgan Stanley March 1993 - May 2002
Radio Advertising Sales and Management April 1980 - January 1993
Us-99 Radio Chicago 1981 - 1983
Education
Loyola University of Chicago 1971 — 1973
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
elk grove High 1965 — 1969
College Prep.
Wells Fargo Advisors January 2013 - Present
Empire Comfort Systems March 2008 - January 2013
Ozburn-Hessey Logistics January 2004 - July 2007
Skills
MS Office 2007-2013, Customer Service, Time Management, Project Management, Marketing, Event Planning, Customer Satisfaction, Records Management, Process Improvement, Highly detail oriented, Travel Management, Logistics, Data Entry, Management, SharePoint, Concur, TimeTracker, Staff Management, GL31, LDRPS, Eurest, STAMP, IQ Navigator, NEPS, Cost Effective, Analytical Skills, Creative Direction, PeopleSoft
Education
Lindenwood University 2011 — 2012
Certificate, Information Technology
Lindenwood University 2007 — 2010
BA, Business Administration
Wells Fargo Advisors February 2005 - Present
Smith Barney (Morgan Stanley) May 1989 - February 2005
Thomson McKinnon February 1987 - May 1989
Skills
401k Rollovers, Investment Planning, Retirement Planning, Investments, Asset Allocation, Estate Planning, Financial Advisory, Investment Strategies, Stock Market Analysis, Retirement-Plan..., Wealth-Preservation..., Multi-generational..., Strategic Planning, Mutual Funds
Education
Louisiana State University 1980 — 1984
Bachelor of Science (B.S.), Finance
First Allied Securities, Inc. March 2012 - Present
Wells Fargo Advisors April 1990 - January 2012
Bateman, Eichman, Hill, Richards 1981 - 1990
Skills
Securities, Investments, Financial Services, FINRA, Series 63, Finance, Series 7, Retirement Planning, Asset Allocation, Wealth Management, Mutual Funds, Strategic Financial..., Retirement, Investment Advisory
Education
Series 7
Series 22
Series 63
CA Insurance License #0671312
Long Beach City College
Business Administration
Wells Fargo Advisors April 2015 - Present
A.C. Moore June 2014 - April 2015
Five Below September 2012 - June 2014
HauteLook December 2011 - September 2012
Bloomingdale's October 2010 - December 2011
Loyola Marymount University August 2009 - August 2010
Cramer Sweeney Adverstising June 2008 - August 2008
Skills
401k Rollovers, Financial Advisory, Financial Services, Relationship Management, Retirement, Insurance, Investments, Strategic Planning
Education
Loyola Marymount University, College of Business Administration 2009 — 2010
Master of Business Administration (M.B.A.), Management and Organizational Behavior
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor’s Degree, International Marketing
Wells Fargo Advisors April 2012 - Present
Westminster Chamber Orchestra 2008 - 2015
Westminster Chamber Orchestra 2008 - 2015
Morgan Stanley January 1995 - April 2012
US Navy July 1970 - July 1996
Skills
Strategic Planning, Strategic Financial..., Risk Management, Asset Managment, Marketing, Investments, Series 65, Leadership, Budgets, Financial Analysis, Insurance, Fundraising, Management, Public Speaking, 529 Plans, Business Development, Orchestral Music, Ensemble, Chamber Music, Timpani, Retirement Planning, Asset Management
Education
Long Island University, C.W. Post Campus 1973 — 1975
B.S., Business Management & Marketing
Nassau Community College 1968 — 1970
A.A.S., Business
FED USA INSURANCE August 2009 - Present
WELLS FARGO ADVISORS February 2008 - August 2009
SINNICKSON PROPERTIES July 2006 - February 2008
GLENMEDE TRUST COMPANY 1999 - 2006
MERRILL LYNCH ASSET MANAGEMENT 1997 - 1998
DREYFUS CORPORATION 1996 - 1997
VAN ECK ASSOCIATES CORPORATION 1993 - 1996
PEPSICO, TACO BELL CORPORATION 1992 - 1993
H.A. STEEN INDUSTRIES INC. 1989 - 1992
FOSTER HIGGINS 1988 - 1989
Skills
Portfolio Management, Asset Allocation, Valuation, Financial Analysis, Investments, Equities, Strategy
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
M.B.A., Finance & International Business
LIU Post 1984 — 1988
B.S., Mathematics
Capital One June 2009 - Present
Wells Fargo Advisors April 2008 - June 2009
LexisNexis 1992 - 2004
Skills
Risk Management, Process Improvement, Vendor Management, Project Management, Agile Methodologies, Software Project..., Management, Business Analysis, PMP
Education
Louisiana State University and Agricultural and Mechanical College 1976 — 1981
Bachelor's degree
Bloomberg LP October 2006 - March 2011
Wells Fargo Advisors May 2006 - October 2006
Franklin Templeton Investments June 2002 - April 2006
StreetZebra.com 1999 - 2000
Skills
Consultative Selling, Business Relationship..., Account Management, Bloomberg, Bloomberg Terminal, Equities, Fixed Income, Financial Markets, Enterprise Management, Sales Presentations, Phone Sales, Sales Meetings, Electronic Trading, Selling, Management, Hedge Funds, Capital Markets
Education
Loyola Marymount University 1996 — 1999
BA, Finanace, Marketing
Wells Fargo Advisors October 2010 - Present
Wells Fargo Advisors October 2010 - Present
Signature Consultants, LLC2010-2010 February 2010 - October 2010
Signature Consultants February 2010 - September 2010
Wachovia Securities May 2008 - April 2010
Gliks 2009 September 2009 - February 2010
Wachovia Securities LLC 2008-2009 January 2008 - July 2009
A.G. Edwards & Sons, Inc. July 2006 - May 2008
Education
Lindenwood University 2008 — 2012
Bachelors, Business
Lindenwood University
Bachelors, Business Administration
Wells Fargo Compass September 2013 - Present
Wells Fargo Advisors May 2010 - August 2013
Wells Fargo Wealth Management August 2006 - April 2010
A.G. Edwards & Sons, Inc. November 1999 - July 2006
A.G. Edwards & Sons, Inc. January 1999 - November 1999
Skills
Portfolio Management, Investments, Equities, Bonds
Education
Saint Louis University 2000 — 2003
MBA
Saint Louis University 1997 — 1998
BS, Finance
Loyola University Chicago 1995 — 1997
Wells Fargo Advisors July 2008 - Present
Wachovia Securities March 2006 - July 2008
Skills
Financial Services, Portfolio Management, Relationship Management, Retirement Planning, Financial Analysis, Mortgage Lending, Loans, Business Analysis, Investment Advisory, Mortgage Banking, Strategic Financial..., Securities, Risk Management, Salesforce.com, Mutual Funds
Education
Lindenwood University
Bachelors Degree, Business Admin
Wells Fargo Wealth Managment March 2013 - Present
Wells Fargo Advisors June 2011 - March 2013
Wells Fargo Advisors February 2006 - June 2011
Wells Fargo January 2003 - January 2006
Education
Loyola Marymount University, College of Business Administration 1984 — 1991
BS, Business
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors 2013 - Present
Wells Fargo Advisors October 2009 - March 2013
Wachovia Securities, a division of Wells Fargo March 2006 - October 2009
A.G. Edwards October 2001 - March 2006
UPS April 1997 - June 2001
Skills
Series 7, Relationship Management, Equities, Wealth Management, Credit, Retirement Planning, Portfolio Management, Wealth, Investments, Financial Services, Banking, Mutual Funds, Series 63, Management, Strategic Financial..., Investment Advisory, Insurance
Education
Lindenwood University 2006 — 2007
MBA, Business
Wells Fargo Advisors September 1987 - Present
IJL and CapTrust 1987 - 2002
Premier Bancshares September 1981 - August 1987
Skills
Business Integration, PMO, Risk Mitigation, Acquisition Integration, Risk Management, Program Management, Change Management, Mergers, Developing Others, Drive For Results, Collaboration and..., High Integrity, Builds Relationships, Takes Initiative, Vendor Management, Project Portfolio..., Process Improvement, Business Process..., Mergers & Acquisitions, Financial Analysis, Financial Services, Integrity, Management, Series 7, Business Analysis, Securities, Finance
Education
Louisiana State University and Agricultural and Mechanical College 1978 — 1981
BS, Commercial Banking/Finance
Brokerage Licenses
Series 7; Series 24; Series 9/10
Summit Distributing January 2014 - Present
Wells Fargo Advisors July 2012 - January 2014
Summit Distributing May 2005 - July 2012
Med Resources August 2001 - May 2005
Skills
Process Improvement, Customer Service, Strategic Planning, Sales Management, Internal Controls, Accounting, Microsoft Excel, Project Management, Sales Operations, Financial Analysis, Budgets, Sales, Forecasting, Account Management, Financial Reporting, Outlook, Analysis, Pricing, Business Analysis, Business Planning, Competitive Analysis, Cross-functional Team..., Data Analysis, Financial Modeling, Inventory Control, Inventory Management, Leadership, Management, Manufacturing, Marketing, Marketing Strategy, Microsoft Office, Microsoft Word, Negotiation, P&L Management, PowerPoint, Spreadsheets, Strategic Financial..., Team Building
Education
Lindenwood University
Bachelor's degree, Marketing
Scottrade June 2010 - Present
Wells Fargo Advisors August 1990 - August 2010
Education
Lindenwood University 2005 — 2006
MBA, Business Management
Advantage Resourcing April 2014 - Present
Wells Fargo Advisors April 2014 - Present
Magellan Behavioral Health September 2011 - April 2014
Modis October 2009 - February 2011
Skills
Certified Scrum Master..., SDLC, Software Project..., PMP, Vendor Management, PMO, Project Portfolio..., Business Analysis, MS Project, Resource Management, Agile Methodologies, Business Requirements, SharePoint, Requirements Gathering, Program Management, Requirements Analysis, Scrum, Data Center, Visio, Project Management, Software Documentation, Microsoft Project
Education
Lindenwood University
Masters, Business Administration
Wells Fargo Advisors July 2015 - Present
Merrill Lynch June 2005 - Present
Skills
Retirement Planning, Wealth Management, Investments, Alternative Investments, Estate Planning, Hedge Funds, Finance
Education
University of New Orleans 2002 — 2003
Bachelor of Science (BS), Finance
Louisiana State University 1999 — 2002
Business / Finance
Jesuit High School 1994 — 1999
High School Diploma
Wells Fargo Advisors 2011 - Present
Wells Fargo Advisors 2008 - 2011
AT&T 2003 - 2008
United Way of Greater STL 2001 - 2003
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Finance, Investments, Corporate Finance, Financial Reporting, Forecasting, Marketing Strategy, Strategic Planning, Business Analysis, Mergers & Acquisitions, Analysis, Strategy, Competitive Analysis, Management
Education
Lindenwood University 2004 — 2006
•Masters in Business Administration, Finance, General, 3.64
Southern Illinois University, Edwardsville 1999 — 2004
Bachelor of Business Administration (BBA), Accounting/Finance
Merrill Lynch October 2012 - Present
Wells Fargo Advisors May 2010 - July 2012
A G Edwards 1998 - 2010
Wachovia Securities / A G Edwards February 1998 - May 2009
A G Edwards 1998 - 2009
A. G. Edwards 1982 - 1998
Skills
Series 7, Management, Securities, Leadership, Mutual Funds, Wealth Management, Series 63, Financial Services, Investments, Retirement Planning, Risk Management
Education
Louisiana State University 1976 — 1980
BS, Business Management
Louis C Ciliberti & Associates April 2014 - Present
Wells Fargo Advisors June 2011 - April 2014
Aflac June 2009 - June 2011
CGAA Inc March 2001 - May 2009
Advest, Inc. April 1994 - September 2001
EF Hutton-Smith Barney July 1986 - September 1994
Skills
Leadership, Management, Sales, Investments, Customer Service, Risk Management, Team Building, Accounting, Series 7, Operations Management, Series 63, Series 24, NYS Notary Public
Education
LIU Post 1979 — 1983
BA CRJ, Law/Psychology
Oppenheimer & Co. Inc. May 2010 - Present
Wells Fargo Advisors September 2008 - April 2010
Seaboard Securities Inc April 1993 - March 2008
Skills
Retirement, Financial Advisory, Securities, Wealth Management..., Business Succession..., Tax-Efficient Strategies, Retirement Savings, Wealth-Preservation..., Wealth Management, Stock Due Diligence, Retirement-Plan..., 401k Rollovers, Risk Management...
Education
LIU Post 1980 — 1982
BA, Business Management
SSM Health Care 2015 - Present
Wells Fargo Advisors August 2008 - February 2011
Education
Lindenwood University 2009 — 2013
Bachelor’s Degree, Business Administration and Management, General
Wells Fargo Advisors May 2012 - Present
Express Scripts May 2011 - April 2012
Sunnen Products Company June 2008 - June 2009
Emerson June 2004 - March 2008
Skills
Forecasting, Hyperion Enterprise, Variance Analysis, Financial Reporting, Cost Benefit, Essbase, Financial Analysis, Internal Controls, Accounting, Access, Financial Modeling, Six Sigma, Microsoft Excel, Financial Accounting, Strategic Financial..., US GAAP, Corporate Finance, Process Improvement
Education
Webster University 2005 — 2006
Master, Business Administration
Lindenwood University 1999 — 2003
Bachelors, Accounting
Wells Fargo Advisors September 2008 - Present
Education
Lindenwood University 2009 — 2011
Master of Arts, Corporate Communications
University of Missouri-Saint Louis 2006 — 2008
bachelor of arts, Communication
Wells Fargo Advisors May 2012 - Present
Merrill Lynch September 2009 - May 2012
Skills
Retirement Planning, Investments, Estate Planning..., Risk Management, 401(k) Rollovers, Multi-generational..., Tax-efficient Strategies
Education
Linfield College 1999 — 2003
BS, Finance
McMinnville High School
McMinnville High School
Wells Fargo Advisors June 2014 - Present
Alpha Harvest Wealth Management December 2009 - May 2014
The Schumacher Group February 2013 - July 2013
The Schumacher Group March 2012 - January 2013
UBS Financial Services May 2007 - September 2009
Tsunami Sushi March 2005 - September 2006
First Wall Street, Corp. April 2004 - March 2005
Edward Jones March 2002 - April 2004
Whitney National Bank June 1999 - February 2002
Skills
Finance, Investments, Financial Modeling, Mutual Funds, Financial Services, Investment Strategies, Asset Allocation, Customer Service, Equities, Fixed Income, Retirement, Risk Management, Retirement Planning, Life Insurance, ETFs, Economics, Financial Advisory, Investment Management, Financial Risk, Bonds, Long Term Care Insurance, Tax Free Income
Education
Louisiana State University 2005 — 2009
MBA, Finance
University of Louisiana at Lafayette 1997 — 2001
BS Business Administration, Finance
Acadiana High School 1992 — 1996
High School Diploma, General
Scottrade August 2013 - Present
Scottrade January 2012 - August 2013
Scottrade August 2010 - January 2012
Scottrade January 2010 - August 2010
Wells Fargo Advisors October 2005 - December 2009
Skills
Account Reconciliation, Leadership, Financial Services, Outlook, Microsoft Excel, Customer Service, Finance, Microsoft Office, Process Improvement, Microsoft Word
Education
Lindenwood University 2014 — 2016
Bachelor of Science (B.S.), Business and Human Resources Management
Parkway West H.S. 1999 — 2001
Diploma
Wells Fargo Advisors February 2014 - Present
Kforce February 2013 - February 2014
The Bank of Edwardsville June 2005 - April 2012
Probation and Parole March 1999 - April 2004
Division of Youth Services August 1997 - March 1999
Skills
Microsoft Excel
Education
Lindenwood University 2002 — 2003
Master of Arts, Criminal Justice Administration
Southern Illinois University, Edwardsville 1988 — 1996
Bachelor of Science, Sociology
Wells Fargo Advisors October 2010 - Present
Education
Lindenwood University
Business Administration, Business
Currently Available for Work October 2009 - August 2010
CITI SMITH BARNEY February 2005 - December 2008
Smith Barney 2005 - 2008
WACHOVIA SECURITIES, LLC (Formerly Prudential Securities) March 2000 - December 2004
Wells Fargo Advisors January 1985 - January 2000
Education
LIU Post
Masters, Elementary Education - Reading
QUEENS COLLEGE
Bachelor of Arts (B.A, Elementary Education
W. POST LONG ISLAND UNIVERSITY
Master of Science (M.S, Elementary Reading
Monsanto Company April 2012 - Present
Wells Fargo Advisors April 2010 - March 2012
Wells Fargo Advisors June 2004 - April 2010
Wells Fargo Advisors July 2001 - June 2004
Wells Fargo Advisors September 1999 - July 2001
Skills
Management
Education
Webster University 2015 — 2017
Master’s Degree, Business and Science Management and Leadership
Lindenwood University 2001 — 2003
Bachelor’s Degree, Business Administration and Management, General
Cowan Financial Group August 2011 - Present
Wells Fargo Advisors February 1982 - August 2011
Ruston State Bank 1978 - 1981
Education
Louisiana Tech University 1977 — 1981
Associate's degree, Office Administration
Ruston High School 1974 — 1977
Wells Fargo Advisors December 2005 - Present
Education
Lindenwood University 2011 — 2013
Southwestern Illinois College 2003 — 2010
Wells Fargo Advisors May 2011 - Present
AT&T March 1987 - February 2010
AT&T March 1987 - February 2010
Skills
Marketing, Banking, Investments, Portfolio Management, Credit, Wealth Management, Loans, Financial Analysis, Strategic Financial..., Series 7, Risk Management, Finance, Mutual Funds, Financial Modeling, Retirement Planning
Education
Pontificia Universidad Católica de Chile 1978 — 1979
Law
Louisiana State University 1976 — 1977
Industrial Engineering
Wells Fargo Advisors June 2012 - Present
Wells Fargo Advisors December 2009 - June 2012
Wells Fargo Advisors April 2007 - December 2009
Wells Fargo Advisors November 2004 - April 2007
Wells Fargo Advisors June 2003 - November 2004
Skills
Marketing Communications, Marketing Strategy, Sales, Relationship Management
Education
Lindenwood University 2006 — 2009
Bachelor of Business Administration (BBA), Marketing
Merrill Lynch June 2009 - Present
Wells Fargo Advisors September 2007 - June 2009
A.G. Edwards December 1997 - September 2007
Skills
Creative Problem Solving, Simplifying the Complex, Income Protection, Liquidity Management, Investments
Education
LSU 1971 — 1976
Bachelor of Science (BS), Real Estate
Wells Fargo Advisors November 1999 - Present
Skills
Financial Advisor, Wealth Management, Series 7, Retirement Planning
Education
New Orleans Baptist Theological Seminary 1980 — 1986
Doctor of Theology, New Testament and Greek
University of Louisiana at Monroe 1970 — 1972
Bachelor's of Science, Pharmacy
Louisiana State University 1965 — 1969
Bachelor's degree, Chemistry
Wells Fargo Advisors July 2011 - Present
US Bank Home Mortgages March 2008 - March 2009
CACi April 2007 - February 2008
Skills
Computers, Computer Science, Information Technology, Computer Security, Networking, Databases, Computer Hardware, Security, Information Security, Software, Unix, Perl, Visual Basic, Computer Repair, Network Security, SQL, Servers, OS X, Troubleshooting, Linux, Testing, Wireless Networking
Education
Lindenwood University 2004 — 2005
Business Administration and Management, General
Sanford Brown 2003 — 2005
Associate's degree, Computer Science
Capital One January 2012 - Present
Wells Fargo Advisors September 2008 - January 2012
Standard Chartered Bank June 2006 - July 2007
Morgan Stanley May 2005 - April 2006
Skills
Operations Management, Offshore Outsourcing, Customer Relations, Third Party Vendor..., Vendor Relationship...
Education
Loyola College
Wells Fargo Advisors May 2015 - Present
Louisiana Emerging Technology Center June 2014 - Present
Southern Yacht Club May 2011 - August 2012
Greenpoint Builders January 2011 - July 2012
Education
Louisiana State University 2012 — 2016
Finance
Jesuit High School 2007 — 2012
Wells Fargo Advisors January 2014 - Present
Title Plus, LLC September 2010 - January 2013
Skills
Financial Guidance
Education
Southern University Law Center 2005 — 2008
Juris Doctor (J.D.)
Louisiana State University 2002 — 2005
Associate's Degree
Wells Fargo Advisors March 2008 - Present
Education
Lindenwood University