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
Gregg Hancock Gregg Hancock Davenport, Iowa Area Details
Gregg Hancock's Wells Fargo Advisors Experience January 2004 - April 2009
Job Area Director at N2 Publishing
Industry Marketing and Advertising
Experience
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

Cynthia Ung Cynthia Ung Greater Los Angeles Area Details
Cynthia Ung's Wells Fargo Advisors Experience June 2012 - August 2012
Job J.D. Candidate at Loyola Law School Los Angeles
Industry Public Relations and Communications
Experience
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

Regan D. Jones Regan D. Jones Lake Charles, Louisiana Details
Regan D. Jones's Wells Fargo Advisors Experience May 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Victoria Fowler Victoria Fowler Houston, Texas Area Details
Victoria Fowler's Wells Fargo Advisors Experience May 2010 - August 2010
Job Finance Analyst at Hess Corporation
Industry Oil & Energy
Experience
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

Hannah Olsen Hannah Olsen Los Angeles, California Details
Hannah Olsen's Wells Fargo Advisors Experience June 2014 - Present
Job Branch Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
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

Scott Blackwell Scott Blackwell Shawnee, Oklahoma Details
Scott Blackwell's Wells Fargo Advisors Experience May 2014 - January 2015
Job VP/ Relationship Manager First National Bank Shawnee, OK
Industry Financial Services
Experience
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

Stephen Duncan, AAMS® Stephen Duncan, AAMS® New Orleans, Louisiana Details
Stephen Duncan, AAMS®'s Wells Fargo Advisors Experience August 2015 - Present
Job Financial Advisor, AAMS® at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kenneth Judd Kenneth Judd San Diego, California Details
Kenneth Judd's Wells Fargo Advisors Experience 1996 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Patrick J. LaBorde Patrick J. LaBorde Austin, Texas Area Details
Patrick J. LaBorde's Wells Fargo Advisors Experience March 2013 - August 2014
Job Sr. Financial Sales Advisor at BBVA Compass
Industry Financial Services
Experience
BBVA Compass  August 2014 - Present
Wells Fargo Advisors   March 2013 - August 2014

Education
Louisiana State University
Bachelor of Arts

Shana Rost Shana Rost Greater St. Louis Area Details
Shana Rost's Wells Fargo Advisors Experience February 2015 - Present
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Amy Broussard Amy Broussard Baton Rouge, Louisiana Area Details
Amy Broussard's Wells Fargo Advisors Experience September 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Kim Keck Kim Keck Belleville, Illinois Details
Kim Keck's Wells Fargo Advisors Experience May 2012 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Christian Vardaman Christian Vardaman Baton Rouge, Louisiana Details
Christian Vardaman's Wells Fargo Advisors Experience June 2015 - July 2015
Job Finance Student; LSU (E.J. Ourso College of Business)
Industry Financial Services
Experience
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

Beverly Robinson Beverly Robinson Rancho Santa Fe, California Details
Beverly Robinson's Wells Fargo Advisors Experience April 2007 - March 2010
Job Wealth Advisor, Jackey/Robinson Group
Industry Financial Services
Experience
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

Jim Poche Jim Poche Baton Rouge, Louisiana Details
Jim Poche's Wells Fargo Advisors Experience March 2009 - Present
Job Managing Director Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Phil Hegg Phil Hegg Sioux Falls, South Dakota Details
Phil Hegg's Wells Fargo Advisors Experience August 2002 - Present
Job Associate Vice President, Financial Officer
Industry Financial Services
Experience
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

Derrick Carl D.C Cooper Derrick Carl D.C Cooper Greater St. Louis Area Details
Derrick Carl D.C Cooper's Wells Fargo Advisors Experience June 1994 - April 1998
Job Senior Computer Systems Analyst at BJC HealthCare
Industry Hospital & Health Care
Experience
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

Katrina Soelter Katrina Soelter Los Angeles, California Details
Katrina Soelter's Wells Fargo Advisors Experience August 2013 - Present
Job Registered Client Associate for Zeutzius, Hutchinson, Sosa Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

John Rieder John Rieder Ballwin, Missouri Details
John Rieder's Wells Fargo Advisors Experience October 2014 - Present
Job Vice President Innovation & Strategy
Industry Financial Services
Experience
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

David Najarro David Najarro Greater Los Angeles Area Details
David Najarro's Wells Fargo Advisors Experience March 2002 - May 2004
Job Area Manager at Nova Management
Industry Staffing and Recruiting
Experience
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

Lucy Reyna Lucy Reyna United States Details
Lucy Reyna's Wells Fargo Advisors Experience June 2008 - Present
Job Project Manager at Wells Fargo Advisors
Industry
Experience
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

Nakeya Lee Nakeya Lee Florissant, Missouri Details
Nakeya Lee's Wells Fargo Advisors Experience October 2008 - Present
Job Senior Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Scott D. Steele Scott D. Steele Tampa/St. Petersburg, Florida Area Details
Scott D. Steele's Wells Fargo Advisors Experience July 2012 - Present
Job Regional Brokerage Manager Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Michelle Lindsay Michelle Lindsay Greater Seattle Area Details
Michelle Lindsay's Wells Fargo Advisors Experience June 2007 - May 2010
Job Administrative Assistant, Receptionist, Sales Representative, Accountant & Writer
Industry Financial Services
Experience
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

Kevin Knobloch Kevin Knobloch Baton Rouge, Louisiana Details
Kevin Knobloch's Wells Fargo Advisors Experience March 2009 - Present
Job Managing Director of Investments at Knobloch, Poche Burns Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
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

Stephen Moe Allain Stephen Moe Allain Houston, Texas Area Details
Stephen Moe Allain's Wells Fargo Advisors Experience May 2009 - July 2013
Job Vice President, Baird Retirement Management
Industry Financial Services
Experience
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

Michael A. Miskel Michael A. Miskel Greater Los Angeles Area Details
Michael A. Miskel's Wells Fargo Advisors Experience September 2012 - Present
Job Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Eric Worthen Eric Worthen Saint Louis, Missouri Details
Eric Worthen's Wells Fargo Advisors Experience December 2014 - Present
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
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

Russell Slader, CRC® Russell Slader, CRC® Greater New York City Area Details
Russell Slader, CRC®'s Wells Fargo Advisors Experience June 2001 - Present
Job Senior Financial Advisor / Certified Retirement Counselor® at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
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

Jenni Treadwell Jenni Treadwell Richmond, Virginia Area Details
Jenni Treadwell's Wells Fargo Advisors Experience March 2014 - June 2014
Job Project Manager at Capital One
Industry Financial Services
Experience
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

Jason Jester Jason Jester Richmond, Virginia Area Details
Jason Jester's Wells Fargo Advisors Experience June 2010 - October 2010
Job Business Consultant at Anthem, Inc.
Industry Information Technology and Services
Experience
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

Rhonda Casey Rhonda Casey Greater St. Louis Area Details
Rhonda Casey's Wells Fargo Advisors Experience August 1993 - Present
Job Cost Basis Department
Industry Investment Banking
Experience
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

Malinda McWilliams Malinda McWilliams Greater New York City Area Details
Malinda McWilliams's Wells Fargo Advisors Experience March 2011 - January 2013
Job Branch Operation Manager
Industry Banking
Experience
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

Jim Howrey Jim Howrey O Fallon, Missouri Details
Jim Howrey's Wells Fargo Advisors Experience 2008 - Present
Job Senior Vice President/Compliance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   2008 - Present
Stifel Financial Corp.  2003 - 2008

Education
Lindenwood University

Washington University in St. Louis
Master of Business Administration (MBA)

S. Houston Jones II, CFP® S. Houston Jones II, CFP® Houston, Texas Area Details
S. Houston Jones II, CFP®'s Wells Fargo Advisors Experience May 1998 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Brandon Cuba Brandon Cuba Westfield, New Jersey Details
Brandon Cuba's Wells Fargo Advisors Experience 2009 - 2011
Job Representative at Northeast Planning Corporation
Industry Financial Services
Experience
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

Kevin Boron Kevin Boron Saint Louis, Missouri Details
Kevin Boron's Wells Fargo Advisors Experience June 2013 - February 2015
Job Compliance at Wells Fargo Advisors
Industry Financial Services
Experience
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

Nancy Suhling Nancy Suhling Alton, Illinois Details
Nancy Suhling's Wells Fargo Advisors Experience November 2009 - Present
Job Materials & Production /Job Traffic Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Matthew Mauck, MSA, PMP Matthew Mauck, MSA, PMP Greater St. Louis Area Details
Matthew Mauck, MSA, PMP's Wells Fargo Advisors Experience February 2012 - June 2012
Job Project Coordinator at Express Scripts
Industry Management Consulting
Experience
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

Gregory Morse Gregory Morse Beverly Hills, California Details
Gregory Morse's Wells Fargo Advisors Experience January 2015 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Courtney Lacombe Courtney Lacombe Greater Los Angeles Area Details
Courtney Lacombe's Wells Fargo Advisors Experience 2011 - 2014
Job Actor
Industry Entertainment
Experience
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

Darren K. Henderson, MSA, CLSSBB Darren K. Henderson, MSA, CLSSBB Florissant, Missouri Details
Darren K. Henderson, MSA, CLSSBB's Wells Fargo Advisors Experience October 2014 - Present
Job Business Relationship Manager AVP Client Onboarding at Wells Fargo Advisors
Industry Financial Services
Experience
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

Brandan Ortega Brandan Ortega Greater Los Angeles Area Details
Brandan Ortega's Wells Fargo Advisors Experience March 2009 - June 2009
Job Captain/CEO at Galleon Tea Company
Industry Food & Beverages
Experience
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

Eric Kent Eric Kent Alexandria, Louisiana Details
Eric Kent's Wells Fargo Advisors Experience October 2008 - October 2010
Job Partner and Financial Advisor at Pathway Advisors, LLC
Industry Financial Services
Experience
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

Angela Hannon Angela Hannon Shreveport, Louisiana Area Details
Angela Hannon's Wells Fargo Advisors Experience 2009 - 2009
Job Kool Smiles Office Manager
Industry Medical Practice
Experience
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

Anne Peterson, JD, MS, CDFA, CPC Anne Peterson, JD, MS, CDFA, CPC Overland Park, Kansas Details
Anne Peterson, JD, MS, CDFA, CPC's Wells Fargo Advisors Experience August 2011 - August 2013
Job President at TALLGRASS FINANCIAL STRATEGIES
Industry Financial Services
Experience
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

Traci Jackson Traci Jackson Walnut Creek, California Details
Traci Jackson's Wells Fargo Advisors Experience June 2015 - Present
Job Senior Client Associate at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
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

LISA NAVARRETTE LISA NAVARRETTE Greater St. Louis Area Details
LISA NAVARRETTE's Wells Fargo Advisors Experience 2011 - 2012
Job Sr IT Project Manager at MasterCard
Industry Information Technology and Services
Experience
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

Alan Moore Alan Moore Mandeville, Louisiana Details
Alan Moore's Wells Fargo Advisors Experience January 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ted Williams, CFP® Ted Williams, CFP® Fresno, California Area Details
Ted Williams, CFP®'s Wells Fargo Advisors Experience February 2011 - September 2012
Job Fiduciary Advisory Specialist at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Richard Lindley PMP CSP Richard Lindley PMP CSP Greater Minneapolis-St. Paul Area Details
Richard Lindley PMP CSP's Wells Fargo Advisors Experience July 2005 - December 2007
Job Lead ScrumMaster at Target
Industry Information Technology and Services
Experience
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

Elbert Williams III Elbert Williams III Greater St. Louis Area Details
Elbert Williams III's Wells Fargo Advisors Experience June 2007 - August 2007
Job Director of Graduate Support
Industry Higher Education
Experience
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

Christopher Gunter Christopher Gunter Spring, Texas Details
Christopher Gunter's Wells Fargo Advisors Experience April 2015 - Present
Job Licensed Personal Banker and Owner
Industry Financial Services
Experience
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

Frank Quartararo Frank Quartararo Mount Laurel, New Jersey Details
Frank Quartararo's Wells Fargo Advisors Experience 2008 - 2011
Job General Manager at Life Time
Industry Health, Wellness and Fitness
Experience
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

Jeremy Hitchcock Jeremy Hitchcock Los Angeles, California Details
Jeremy Hitchcock's Wells Fargo Advisors Experience May 2015 - August 2015
Job Computer Science Student at Loyola Marymount University
Industry Computer Software
Experience
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

Todd Connelly Todd Connelly El Dorado, Arkansas Details
Todd Connelly's Wells Fargo Advisors Experience 1995 - Present
Job Senior Vice President, Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   1995 - Present

Education
Louisiana Tech University   1980 — 1985
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Kenric L. Sexton Kenric L. Sexton Charlotte, North Carolina Area Details
Kenric L. Sexton's Wells Fargo Advisors Experience June 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Nicholas Hamilton Nicholas Hamilton Greater St. Louis Area Details
Nicholas Hamilton's Wells Fargo Advisors Experience June 2015 - August 2015
Job Accounting Student, Financial Services Intern
Industry Accounting
Experience
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

Scott Mulford Scott Mulford Massapequa, New York Details
Scott Mulford's Wells Fargo Advisors Experience April 2009 - Present
Job Managing Principal, Senior Financial Advisor at Mulford Financial Consulting Group
Industry Financial Services
Experience
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

Adam Arredondo Adam Arredondo Cypress, Texas Details
Adam Arredondo's Wells Fargo Advisors Experience September 2012 - February 2015
Job Advisor at Appreciation Financial
Industry Financial Services
Experience
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

Josh Alderman Josh Alderman Greater St. Louis Area Details
Josh Alderman's Wells Fargo Advisors Experience May 2015 - Present
Job Analytics Consultant 3
Industry Banking
Experience
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

LeVar Anderson LeVar Anderson Greater St. Louis Area Details
LeVar Anderson's Wells Fargo Advisors Experience June 2010 - March 2013
Job Vice President Business Banker at UMB Bank
Industry Banking
Experience
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

SHUNETTA MATHIS-JOHNSON SHUNETTA MATHIS-JOHNSON Greater St. Louis Area Details
SHUNETTA MATHIS-JOHNSON's Wells Fargo Advisors Experience June 2008 - December 2011
Job TEACHER & ASPIRING AUTHOR
Industry Education Management
Experience
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

Candus Smith, MBA Candus Smith, MBA Greater St. Louis Area Details
Candus Smith, MBA's Wells Fargo Advisors Experience June 2015 - Present
Job Recruiter at Wells Fargo
Industry Human Resources
Experience
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

Adam Breaux Adam Breaux Greater New Orleans Area Details
Adam Breaux's Wells Fargo Advisors Experience August 2012 - December 2012
Job Vice President of Acquisition at Landmark Dividend
Industry Financial Services
Experience
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

Channing Lindsay Channing Lindsay Orange County, California Area Details
Channing Lindsay's Wells Fargo Advisors Experience March 2009 - February 2015
Job Senior Private Client Advisor at Bank of the West Wealth Management
Industry Financial Services
Experience
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

Steve Fraser, PMP Steve Fraser, PMP Saint Louis, Missouri Details
Steve Fraser, PMP's Wells Fargo Advisors Experience December 2013 - Present
Job VP, Project Management Mgr (Manager of Compliance App Team)
Industry Financial Services
Experience
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

LaQuisha George LaQuisha George Saint Louis, Missouri Details
LaQuisha George's Wells Fargo Advisors Experience June 2005 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Patricia Schenk Patricia Schenk Greater St. Louis Area Details
Patricia Schenk's Wells Fargo Advisors Experience August 2013 - Present
Job Consumer Services Professional
Industry Consumer Services
Experience
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

Angela Tawfilis Angela Tawfilis Chicago, Illinois Details
Angela Tawfilis's Wells Fargo Advisors Experience June 2013 - April 2015
Job Registered Client Associate
Industry Financial Services
Experience
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

Robert Mertzlufft Robert Mertzlufft Greater St. Louis Area Details
Robert Mertzlufft's Wells Fargo Advisors Experience 2015 - Present
Job Compliance Implementation Group at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Breaux Nader Breaux Nader Baton Rouge, Louisiana Details
Breaux Nader's Wells Fargo Advisors Experience April 2002 - Present
Job First Vice President Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Rachel Colwell Rachel Colwell Greater St. Louis Area Details
Rachel Colwell's Wells Fargo Advisors Experience September 2008 - September 2015
Job Auditor at Us Army Audit Agency
Industry Financial Services
Experience
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

Robert F. Conway, Jr Robert F. Conway, Jr Shreveport, Louisiana Area Details
Robert F. Conway, Jr's Wells Fargo Advisors Experience August 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Brian Faracy Brian Faracy Greater Milwaukee Area Details
Brian Faracy's Wells Fargo Advisors Experience January 2006 - April 2011
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
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.

Kathryn Mueth Kathryn Mueth Greater St. Louis Area Details
Kathryn Mueth's Wells Fargo Advisors Experience January 2013 - Present
Job Administrative Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Chuck Viator Chuck Viator New Orleans, Louisiana Details
Chuck Viator's Wells Fargo Advisors Experience February 2005 - Present
Job Managing Director Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Theresa Goldsmith Theresa Goldsmith Granite Bay, California Details
Theresa Goldsmith's Wells Fargo Advisors Experience April 1990 - January 2012
Job Financial Advisor First Allied Securities, Inc.
Industry Financial Services
Experience
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

Courtney Gleckner, MBA Courtney Gleckner, MBA Marlton, New Jersey Details
Courtney Gleckner, MBA's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor at The Gleckner Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Edward D. Makowski Edward D. Makowski Greater Salt Lake City Area Details
Edward D. Makowski's Wells Fargo Advisors Experience April 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Clifford Kitey Clifford Kitey West Palm Beach, Florida Area Details
Clifford Kitey's Wells Fargo Advisors Experience February 2008 - August 2009
Job General Manager at FED USA INSURANCE
Industry Financial Services
Experience
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

Bruce Keller, CSM Bruce Keller, CSM Richmond, Virginia Area Details
Bruce Keller, CSM's Wells Fargo Advisors Experience April 2008 - June 2009
Job IT Manager Risk Management, Capital One Financial
Industry Financial Services
Experience
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

Anthony Del Rosario Anthony Del Rosario Orange County, California Area Details
Anthony Del Rosario's Wells Fargo Advisors Experience May 2006 - October 2006
Job Sales at Bloomberg LP
Industry Financial Services
Experience
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

Kristen Roethemeier Kristen Roethemeier Greater St. Louis Area Details
Kristen Roethemeier's Wells Fargo Advisors Experience October 2010 - Present
Job Project Coordinator
Industry Financial Services
Experience
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

Peter Deakos, CFA Peter Deakos, CFA Greater St. Louis Area Details
Peter Deakos, CFA's Wells Fargo Advisors Experience May 2010 - August 2013
Job Portfolio Manager at Wells Fargo Compass
Industry Financial Services
Experience
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

Jason Ariston Jason Ariston Greater St. Louis Area Details
Jason Ariston's Wells Fargo Advisors Experience July 2008 - Present
Job Marketing Growth & Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Chris Rommel Chris Rommel Newport Beach, California Details
Chris Rommel's Wells Fargo Advisors Experience June 2011 - March 2013
Job SVP/Regional Managing Director, Orange County
Industry Financial Services
Experience
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

Rocky Bordoni Rocky Bordoni Greater St. Louis Area Details
Rocky Bordoni's Wells Fargo Advisors Experience March 2013 - Present
Job Learning and Development Manager
Industry Financial Services
Experience
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

Duke Gunn Duke Gunn Greater St. Louis Area Details
Duke Gunn's Wells Fargo Advisors Experience September 1987 - Present
Job Managing Director, Project Management
Industry Financial Services
Experience
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

John Hoerchler John Hoerchler Saint Louis, Missouri Details
John Hoerchler's Wells Fargo Advisors Experience July 2012 - January 2014
Job Senior Financial Analyst at Summit Distributing
Industry Consumer Goods
Experience
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

Nancy Childers Nancy Childers Greater St. Louis Area Details
Nancy Childers's Wells Fargo Advisors Experience August 1990 - August 2010
Job Supervisor/New Accounts at Scottrade
Industry Financial Services
Experience
Scottrade  June 2010 - Present
Wells Fargo Advisors   August 1990 - August 2010

Education
Lindenwood University   2005 — 2006
MBA, Business Management

Carolyn Travis Carolyn Travis Greater St. Louis Area Details
Carolyn Travis's Wells Fargo Advisors Experience April 2014 - Present
Job Project Management Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Charles Guilbault Charles Guilbault Greater New Orleans Area Details
Charles Guilbault's Wells Fargo Advisors Experience July 2015 - Present
Job Wells Fargo Advisors
Industry Financial Services
Experience
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

Dan Dalechek Dan Dalechek Greater St. Louis Area Details
Dan Dalechek's Wells Fargo Advisors Experience 2011 - Present
Job Marketing Strategy Consultant at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
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

Vallie Carney Vallie Carney Tulsa, Oklahoma Details
Vallie Carney's Wells Fargo Advisors Experience May 2010 - July 2012
Job Vice President / Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
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

Lorraine Mikoleski Lorraine Mikoleski Greater New York City Area Details
Lorraine Mikoleski's Wells Fargo Advisors Experience June 2011 - April 2014
Job Operations Manager/ Paraplanner at Louis C Ciliberti & Associates
Industry Financial Services
Experience
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

Robert Ryan Skoff, CRPC® Robert Ryan Skoff, CRPC® Hauppauge, New York Details
Robert Ryan Skoff, CRPC®'s Wells Fargo Advisors Experience September 2008 - April 2010
Job Associate Director Investments Oppenheimer & Co. Inc.
Industry Investment Management
Experience
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

Bridgett Smith Bridgett Smith Greater St. Louis Area Details
Bridgett Smith's Wells Fargo Advisors Experience August 2008 - February 2011
Job Cash Posters at SSM Health Care
Industry Financial Services
Experience
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

DEANNE HENDERSON DEANNE HENDERSON Greater St. Louis Area Details
DEANNE HENDERSON's Wells Fargo Advisors Experience May 2012 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Pharmaceuticals
Experience
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

eric worthen eric worthen Greater St. Louis Area Details
eric worthen's Wells Fargo Advisors Experience September 2008 - Present
Job operations specialist at Wells Fargo Advisors
Industry Financial Services
Experience
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

Adam J Dale Adam J Dale Portland, Oregon Area Details
Adam J Dale's Wells Fargo Advisors Experience May 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Sean Hoffpauir, MBA Sean Hoffpauir, MBA Lafayette, Louisiana Details
Sean Hoffpauir, MBA's Wells Fargo Advisors Experience June 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Nicole Mack Nicole Mack Greater St. Louis Area Details
Nicole Mack's Wells Fargo Advisors Experience October 2005 - December 2009
Job Finance Administrative Assistant to SVP and Controller at Scottrade
Industry Financial Services
Experience
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

Phyllis Kunz Phyllis Kunz Greater St. Louis Area Details
Phyllis Kunz's Wells Fargo Advisors Experience February 2014 - Present
Job Compliance Specialist with Wells Fargo Advisors
Industry Banking
Experience
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

Kristen Roethemeier Kristen Roethemeier Greater St. Louis Area Details
Kristen Roethemeier's Wells Fargo Advisors Experience October 2010 - Present
Job Administrative Assistant at Signature Consultants
Industry Information Technology and Services
Experience
Wells Fargo Advisors   October 2010 - Present

Education
Lindenwood University
Business Administration, Business

Joan Ferrara Joan Ferrara Greater New York City Area Details
Joan Ferrara's Wells Fargo Advisors Experience January 1985 - January 2000
Job Financial Services Professional Compliance and Administration
Industry Financial Services
Experience
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

Lisa Hays Lisa Hays Greater St. Louis Area Details
Lisa Hays's Wells Fargo Advisors Experience May 2008 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors   May 2008 - Present
Ceridian  1995 - 1998
Ceridian  1995 - 1998

Skills
Employee Training, Team Building, Coaching, Management, Organizational..., Performance Management

Education
Lindenwood University   1997 — 1999
Master's Degree, Human Resouces

Tekisha Noel-Foote Tekisha Noel-Foote United States Details
Tekisha Noel-Foote's Wells Fargo Advisors Experience April 2010 - March 2012
Job Engagement Manager at Monsanto Company
Industry
Experience
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

Denise Grigsby Denise Grigsby Ruston, Louisiana Details
Denise Grigsby's Wells Fargo Advisors Experience February 1982 - August 2011
Job Registered sales assistant at Cowan Financial Group
Industry Financial Services
Experience
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

Robyn Whitaker Robyn Whitaker Belleville, Illinois Details
Robyn Whitaker's Wells Fargo Advisors Experience December 2005 - Present
Job Credit specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   December 2005 - Present

Education
Lindenwood University   2011 — 2013

Southwestern Illinois College   2003 — 2010

Mario Urcuyo Mario Urcuyo Chino Hills, California Details
Mario Urcuyo's Wells Fargo Advisors Experience May 2011 - Present
Job banker at Wells Fargo Advisors
Industry Financial Services
Experience
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

Sandra Myers Sandra Myers Greater St. Louis Area Details
Sandra Myers's Wells Fargo Advisors Experience June 2012 - Present
Job Regional Business Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Bo Harris Bo Harris Shreveport, Louisiana Area Details
Bo Harris's Wells Fargo Advisors Experience September 2007 - June 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Sullivan Roger Sullivan Roger Baton Rouge, Louisiana Details
Sullivan Roger's Wells Fargo Advisors Experience November 1999 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Leon Bland Leon Bland Saint Louis, Missouri Details
Leon Bland's Wells Fargo Advisors Experience July 2011 - Present
Job Security Ops Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
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

Prince Mathews Prince Mathews Richmond, Virginia Area Details
Prince Mathews's Wells Fargo Advisors Experience September 2008 - January 2012
Job Senior Business Relationship Manager at CapitalOne
Industry Outsourcing/Offshoring
Experience
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

Charles Mentz IV Charles Mentz IV New Orleans, Louisiana Details
Charles Mentz IV's Wells Fargo Advisors Experience May 2015 - Present
Job Wealth Management Intern at Wells Fargo Advisors
Industry
Experience
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

Kyle Hawthorne Kyle Hawthorne Greenwell Springs, Louisiana Details
Kyle Hawthorne's Wells Fargo Advisors Experience January 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Susan Brough Susan Brough Saint Louis, Missouri Details
Susan Brough's Wells Fargo Advisors Experience March 2008 - Present
Job PCG Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2008 - Present

Education
Lindenwood University

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