Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Wells Fargo Advisors August 2012 - Present
Merrill Lynch May 1997 - August 2012
Education
Marietta College 1987 — 1990
Accounting/Economics, Accounting
Global Zero December 2014 - Present
Campaign for Louisiana November 2014 - December 2014
Campaign for Louisiana July 2014 - November 2014
Campaign for Louisiana April 2014 - July 2014
Computer Ingenuity Associates May 2011 - July 2014
Wells Fargo Advisors January 2013 - May 2013
Six Flags May 2009 - August 2010
Skills
Political Campaigns, Votebuilder, Voter Registration, Government, Politics, Microsoft Excel, National Security, Budgets, Research, Nonprofits, Microsoft Word
Education
Loyola University New Orleans 2011 — 2015
Bachelor of Science (B.S.), Political Science with a Minor in Middle East Peace Studies
The Washington Center for Internships and Academic Seminars 2013 — 2013
National Security Program Graduate
Michigan Technological University January 2015 - Present
Donaldson May 2015 - August 2015
Michigan Technological University August 2014 - December 2014
Wells Fargo Advisors August 2011 - August 2014
UBS Wealth Management March 2011 - July 2011
Skills
Python, Java, PHP, MySQL, HTML, Android Development, Eclipse, Writing, Editing, Data Entry
Education
Michigan Technological University 2014 — 2019
Doctor of Philosophy (PhD), Computer Science
Madonna University 2011 — 2014
Bachelor of Science (B.S.), Computer Science, 4.0
Wells Fargo Advisors February 2010 - Present
Raymond James Financial Inc. September 2007 - February 2010
Coastal Federal Bank June 2006 - August 2007
Education
Marywood University 1991 — 1995
Bachelor of Science (B.S.), Biology, General
Towson University May 2014 - Present
Penn State University August 2013 - May 2014
Wells Fargo Advisors January 2011 - July 2013
North Star Resource Group September 2007 - January 2011
Camp Lincoln May 2005 - August 2007
Skills
Investments
Education
Luther College 2003 — 2007
B.A., Management and Spanish
Allianz March 2012 - Present
City of Brooklyn Center October 2011 - January 2013
Ameriprise Financial Services, Inc. September 2011 - March 2012
Wells Fargo Advisors February 2008 - September 2011
Wells Fargo Advisors November 2006 - February 2008
Ameriprise Financial Services, Inc. January 2000 - July 2006
Ameriprise Financial Services, Inc. January 1998 - January 2000
Ameriprise Financial Services, Inc. January 1996 - January 1998
Skills
Mutual Funds, Investments, Bonds, Options, Banking, Sales, Customer Service, Politics, Pastoral Care, children's ministry, Political Campaigns, Insurance, Operations Management, Media, Trading, Series 7, Nonprofits, Equities, Management, Finance
Education
Metropolitan State University 1998 — 2000
BA, Religion and Political Science
University of Minnesota-Twin Cities 1996 — 1997
Political Science and Government
North Hennepin Community College 1991 — 1995
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Wells Fargo Advisors April 2014 - Present
The 3D Printer Experience January 2013 - March 2014
Freelance Artist September 2011 - January 2013
Cardinal Home Improvements April 2006 - September 2011
Skills
Web Design, Graphic Design, Graphics, Photo Editing, Photography, Drawing, Matte Painting, Painting, Digital Illustration, Comic Book Art, Logo Design, Logo Creation, Illustration, Image Editing, Art Direction, Digital Photography, Fine Art, Adobe Creative Suite, Illustrator, InDesign, Marketing, Photoshop
Education
Maryville University of Saint Louis 2006 — 2009
Studio Art, Fine Art, Graphic Design
Wells Fargo Advisors June 2008 - Present
Wells Fargo Advisors, Llc. June 2008 - Present
Wachovia Securities May 2007 - June 2008
A.G. Edwards & Sons, Inc. April 1980 - May 2007
Aviation Distributors Incorporated January 1978 - May 1980
Skills
Investment Advisory, Asset Management, Commercial Aviation, Mutual Funds, Investment Advisory..., Asset Allocation, Series 7, Portfolio Management, Bonds, Financial Advisory, Finance, FINRA, Investments, Securities, Series 63, Financial Services, Wealth Management, ETFs, Retirement Planning, Alternative Investments, Series 65, Equities, Investment Strategies, Retirement, Insurance, Fixed Income, Risk Management, High Net Worth..., Financial Planning, Financial Analysis, Relationship Management, 401k
Education
Maryville University of Saint Louis
Bachelor of Science, Marketing
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors December 2010 - April 2014
Wells Fargo August 2009 - December 2010
WELLSFARGO BANK May 2007 - August 2009
Skills
Wealth Management, Analysis, Teamwork, Customer Service, Research, Microsoft Excel, Team Leadership, Microsoft Office, PowerPoint, Microsoft Word, Access, Public Speaking, English, Social Media, Java, Global Investment..., Investments, Investment Banking, Economic Policy, Global Finance, Portfolio Management, Financial Analysis, Banking, Risk Management, Credit
Education
Lynn University
Master of Business Administration (MBA), FINANCIAL VALUATION & INVESTMENT MANAGEMENT
University of wisconsin- Riverfalls 2009 — 2012
International Studies, Business/Corporate Communications
Wells Fargo Advisors
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Securities, Portfolio Management, Investments, Retirement Planning, Asset Allocation, Asset Management, Equities, Strategic Financial..., Series 8, Series 31, Series 65, CERTIFIED FINANCIAL...
Education
Lynchburg College 1976 — 1980
Bachelor of Science (BS), Business Adminstration
Lynchburg College 1976 — 1980
Master of Business Administration (M.B.A.)
The Rainier Group April 2014 - Present
Freestone Capital Management June 2002 - April 2014
GE Financial Assurance June 2001 - April 2002
Lehman Brothers June 2000 - August 2000
Oliff & Berridge, PLC May 1998 - May 1999
Oliff & Berridge, PLC September 1997 - May 1998
Wells Fargo Advisors March 1996 - September 1997
Greenblum & Bernstein May 1993 - March 1996
Skills
Fixed Income, Investments, Financial Analysis, Due Diligence, Analysis, Cash Management, German, Hedge Funds, Valuation, Financial Modeling, Mutual Funds, Equities, Fundamental Analysis, DCF, Bloomberg, Asset Managment, Portfolio Management, Alternative Investments, Capital Markets, Derivatives, Wealth Management, Series 7, Investment Advisory, Asset Allocation
Education
University of Washington, Michael G. Foster School of Business 1999 — 2001
MBA, Finance
McGill University 1987 — 1990
Bachelors of Arts, Humanistic Studies
BB&T October 2014 - June 2015
Wells Fargo Advisors October 2012 - September 2014
Boca Prestige Real Estate June 2005 - November 2012
Sterne Agee October 2009 - May 2011
CBG financial Group February 2008 - October 2009
Skills
Investments, Asset Managment, Valuation, Real Estate, Brokerage, Due Diligence, Portfolio Management, Financial Analysis, Property Management, Financial Modeling, Securities, Asset Management, Banking, Finance, Property, Credit
Education
Lynn University 1999 — 2005
Criminal Justice/Behavioral Science
York Suburban High School 1995 — 1999
Wells Fargo Advisors August 2013 - October 2014
Moser & Marsalek, P.C./Brown & James, P.C. (merged 10/2012) July 2007 - November 2012
Saint Louis County Circuit Court August 2006 - December 2006
Saint Louis University, School of Law June 2005 - May 2006
Saint Louis University, Omer Poos Law Library August 2004 - May 2005
Skills
Litigation, Compliance, Healthcare, Risk Management, Business Litigation, Accounting, Product Liability, Courts, Corporate Law, Trials, Medical Malpractice
Education
Saint Louis University School of Law 2004 — 2007
J.D.
Marquette University 2000 — 2004
B.S., Accounting & International Business
Cor Jesu Academy 1996 — 2000
St. Louis University - Madrid Campus
Wells Fargo Advisors September 2014 - Present
Wells Fargo Home Mortgage May 2006 - September 2014
Wells Fargo Advisors February 2014 - August 2014
Skills
Customer Service, Outlook, Training, Microsoft Excel, Human Resources, Sales, PowerPoint, Recruiting, Team Building, Microsoft Word, Marketing, Public Speaking, Microsoft Office, Time Management, Event Planning
Education
Maryville University of Saint Louis 2004 — 2009
Bachelor, Business Adminstration/Psychology
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors March 2008 - July 2013
A.G. Edwards & Sons, Inc. December 2006 - March 2008
A.G. Edwards & Sons, Inc. November 2003 - December 2006
Skills
Customer Relations, Vendor Relations, Budget Management, Marketing Communications, Volunteer Coordination, Volunteer Recruiting, Customer Service, Volunteer Management, Budgets, Program Management, Marketing, Event Planning
Education
University of Missouri-Saint Louis 2004 — 2006
Bachelor of Science (B.S.), Business Administration, emphasis in Management and Organizational Behavior
St. Louis Community College 2003 — 2004
Maryville University of Saint Louis 2002 — 2003
Elementary Education and Teaching
Cor Jesu Academy 1998 — 2002
Wells Fargo Advisors July 2014 - Present
Deutsche Bank May 2008 - July 2014
UBS September 2000 - May 2008
Skills
Capital Markets, Derivatives, Fixed Income, Investment Banking, Equity Derivatives, Securities, Private Equity, Structured Products, Investments, Portfolio Management, Strategic Planning, Asset Management, Financial Services, Finance, Customer Service, Wealth Management, Asset Allocation, Financial Planning, Retirement Planning, Investment Strategies, Risk Management
Education
The University of Texas at Austin 1995 — 1997
Master's Degree
McMurry University 1987 — 1991
Bachelor's Degree
St. Louis Motorcars April 2012 - Present
Wells Fargo Advisors May 2011 - February 2012
Edward Jones May 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Golf Galaxy May 2005 - August 2006
Skills
Sales, Financial Advisory, Investments, Mutual Funds, Financial Analysis, Leadership, Team Building, Management, Time Management, Marketing Strategy, Public Speaking
Education
Maryville University of Saint Louis 2007 — 2011
Bachelor of Science, Business Administration
Wells Fargo Advisors, LLC August 1998 - Present
Wells Fargo Advisors August 1998 - Present
Expressions Photography/Merle Norman Cosmetics August 1994 - July 1998
Davenport and Company of Virginia, Richmond VA January 1994 - July 1994
The World Funds Incorporated February 1993 - December 1993
The Delaware Group June 1992 - January 1993
Skills
Retirement Planning, Investments, Securities, Mutual Funds, Equities, Asset Allocation, Long Term Care Insurance, Variable Annuities, Financial Advisory, Financial Planning, Financial Services, Strategic Planning, Asset Management, Wealth Management, Series 7, Finance, Management, Portfolio Management, Series 63
Education
Meredith College 2000 — 2002
MBA, Finance and Financial Management Services
North Carolina State University 1988 — 1992
B.A., Economics, Business Management
Millbrook High School
Wells Fargo Advisors June 2013 - Present
Prudential Financial October 2012 - June 2013
JB Hanauer & Co./ RBC Wealth Management August 2004 - June 2011
Citistreet Equities, LLC 2002 - 2004
Merrill Lynch 2002 - 2002
Skills
Investments, Retirement Planning, Mutual Funds, Retirement, 401k, IRAs, 401k Rollovers, Finance, Asset Allocation, Investment Strategies, Life Insurance, Fixed Income, Bonds, Variable Annuities, Financial Advisory, Fixed Annuities, Long-term Care
Education
Marywood University 1992 — 1996
Bachelor of Arts (BA), Special Education & Elementary Education
Bishop Hannan High School 1986 — 1990
NISA Investment Advisors, L.L.C. October 2014 - Present
U.S. Bank May 2014 - August 2014
Wells Fargo Advisors May 2013 - March 2014
MasterCard August 2003 - October 2009
Sweat Equity Home Improvement Co. 2002 - 2003
Monsanto June 1999 - August 2002
MasterCard August 1996 - June 1999
Citi July 1994 - September 1996
Maritz 1990 - 1993
Boeing 1981 - 1990
Skills
Copywriting, Marketing Communications, Integrated Marketing, Advertising, Marketing Strategy, Social Media, Creative Direction, Event Management, Event Planning, Social Media Marketing, Digital Marketing, Editing, Marketing, Email Marketing, Training, Training Facilitation, Training Delivery, Training Programs, Training Videos, Training Leadership, Training Manuals, Digital Media, Video, Video Production, Technical Writing, Project Management, Leadership, Technical Documentation, Management, Employee Training, Proposal Writing, Strategic Communications, CRM, Public Relations, Sales, Corporate Communications, Content Management, Strategy, Internal Communications, Process Improvement, Business Analysis, Program Management, Vendor Management, Strategic Planning, Consulting
Education
Maryville University of Saint Louis 1988 — 1990
Master of Business Administration (MBA), Marketing
Southern Illinois University, Carbondale 1978 — 1981
Bachelor of Science (BS), Technical Communication
Southern Illinois University, Carbondale 1978 — 1980
AAS, Industrial Electronics Technology/Technician
Barn Wood Baron Reclaimed Lumber Merchants August 2011 - Present
Wells Fargo Advisors August 2010 - August 2011
Sentry Insurance May 2008 - August 2010
Wells Fargo September 2004 - May 2008
Wells Fargo Home Mortgage January 2001 - September 2004
Skills
Strategy, Sales, Finance, Customer Service, Cold Calling, Human Resources, Insurance, Investments, Banking, Small Business, Customer Retention, Call Centers
Education
Mesa Community College
Wells Fargo December 2012 - July 2014
Wells Fargo Advisors December 2012 - July 2014
J.P. Morgan Securities LLC September 2011 - November 2012
Chase Insurance Agency, Inc. September 2011 - November 2012
JP Morgan Chase October 2010 - November 2012
ATT Mobility June 2005 - September 2010
Skills
Microsoft Excel, PowerPoint, Customer Service, Mutual Funds, Securities, Management, Banking, Coaching
Education
Mercy College 2007 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Economics
Wells Fargo Advisors, LLC January 2012 - Present
Marshall University August 2010 - December 2011
Wells Fargo Advisors May 2010 - August 2010
Skills
Microsoft Office, PowerPoint, Research, Marketing, Customer Service, Microsoft Excel, Public Speaking, Event Planning, Leadership, Data Analysis, Social Media
Education
Marshall University
Masters, M.B.A.
Marshall University
Masters, Healthcare Administration
West Virginia University
B.S., Biology, Communications
BEST Holdings LLC November 2009 - Present
Boutique Air November 2014 - Present
WTD Investments April 2009 - Present
TD Oil & Gas April 2008 - Present
1st Round Enterprises March 2013 - Present
Snowglobe Music Festival November 2011 - Present
Institutional Property Advisors, a Marcus & Millichap company June 2011 - April 2012
Marcus & Millichap October 2010 - May 2011
Merrill Lynch June 2009 - August 2009
Wells Fargo Advisors January 2009 - May 2009
Skills
Negotiation, PowerPoint, Financial Analysis, Investments, Valuation, Microsoft Excel, Financial Modeling, Due Diligence, Corporate Finance, Analysis, Private Equity, Investment Banking, Asset Managment, Business Strategy, Asset Management, Strategic Planning, Contract Negotiation, Management Consulting, Finance, Venture Capital, Corporate Development, Success Driven, Goal Oriented, Entrepreneurship, Microsoft Office
Education
University of Southern California 2009 — 2012
BS, Economics & Accounting
Marymount College 2007 — 2009
Finance & Accounting
Northern Trust Wealth Management April 2011 - Present
Northern Trust June 2010 - March 2011
Charles Schwab August 2009 - June 2010
Wells Fargo Advisors June 2007 - April 2009
Griffin, Kubik, Stephens & Thompson May 2006 - September 2006
Aspen Marketing Services May 2005 - September 2005
Rich Harvest Farms May 1998 - August 2004
Skills
Series 7, Financial Analysis, Retirement Planning, Mutual Funds, Investments, Asset Managment, Fixed Income, Asset Allocation, Investment Management, Equities, Securities, Financial Advisory, ThomsonOne, Morningstar, Interpersonal..., series 66, Uniform Combined State...
Education
Quinlan School of Business, Loyola University Chicago 2012 — 2015
Master of Business Administration (M.B.A.), Economics
Marquette University 2003 — 2007
Bachelor of Science Degree, Business Administration; Finance & Marketing
Marmion Academy 1999 — 2003
High school diploma
First National Bank July 2015 - Present
Bold Branch Beef LLC May 2013 - Present
First National Securities February 2015 - July 2015
Wells Fargo Advisors May 2011 - August 2011
Education
Lynchburg College 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, Cum Laude
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (B.S.), Finance, Cum Laude
Wells Fargo Advisors September 1994 - Present
Skills
C#, Oracle Database, Microsoft SQL Server, ASP.NET MVC, Design Patterns, SOA, Web Development, Service Oriented..., Microsoft Office, HTML Scripting, XML
Education
Maryville University of Saint Louis 1992 — 1994
Bachelor's Degree, Information Technology
University of Wisconsin-Milwaukee 1980 — 1981
University of Wisconsin-Green Bay 1975 — 1979
Tagetik October 2013 - Present
Tagetik August 2011 - October 2013
Tagetik August 2009 - August 2011
Wells Fargo Advisors January 2009 - August 2009
Skills
Planning Budgeting &..., Consolidation, Microsoft Excel, MDX, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Business Intelligence, Business Analysis, SQL, ETL
Education
Manhattanville College 2004 — 2008
Bachelor's degree, Finance, General
Spensieri Contemporary Art (SCA) January 2012 - Present
MorganStanley SmithBarney LLC April 2010 - October 2011
Wells Fargo Advisors February 2007 - April 2010
Core Strategies January 2001 - February 2007
Fast Parts 1998 - 2001
Skills
Wealth Management, Asset Allocation, Strategic Planning, Business Development, Business Strategy, Marketing
Education
Loyola University of Chicago 1973 — 1976
Master of Business Administration (MBA), Marketing
Marquette University 1963 — 1968
BSME, Mechanical Engineering
Wells Fargo Advisors July 2015 - Present
Raymond James Financial Inc. November 2014 - July 2015
Raymond James Financial Inc. February 2012 - November 2014
Lombardo Homes June 2008 - February 2012
Skills
Real Estate, Microsoft Excel, Customer Service, PowerPoint, Outlook, Budgets, Sales, Marketing, Microsoft Word, Contract Negotiation, Negotiation, Excel, Word, Series 7, Series 63
Education
Walsh College 2008 — 2011
BBA, Finance
Macomb Community College 2004 — 2008
Associate's degree, Business Administration and Management, General
Left Brain Wealth Mangement, LLC May 2014 - Present
Wells Fargo Advisors May 2007 - May 2014
Merrill Lynch May 1988 - March 2001
Education
Loyola University Chicago 1983 — 1987
Bachelor's Degree, Marketing
St. Scholastica High School
Wells Fargo Advisors January 2014 - Present
The Drechsel, White & Price Group of Wells Fargo Advisors, LLC March 1998 - January 2014
Education
Meredith College
Master of Business Administration (M.B.A.), Business Administration
Meredith College
Bachelor of Science (BS), Business Administration
Allstate Financial Services, LLC November 2013 - Present
VantagePointe Financial Group JHFN November 2010 - November 2013
Wells Fargo Advisors January 2009 - November 2010
Fifth Third Bank January 2007 - January 2009
Education
Marshall University 1981 — 1983
Wells Fargo Advisors August 2013 - Present
Build-A-Bear Workshop July 2010 - August 2013
Charter Communications May 2008 - July 2010
Enterprise Rent-A-Car (Enterprise Holdings) July 2004 - May 2008
Summit Marketing (SRHD/S. R. Hoeft Direct) July 1997 - July 2004
Maritz Loyalty Marketing June 1995 - July 1997
Skills
Marketing Strategy, Direct Marketing, Email Marketing, Database Marketing, Loyalty Programs, Retail, CRM, Postal Optimization, Time Management, Print Management, Process Improvement, Profit, Budget, Driving Results, Microsoft Word, PowerPoint, Microsoft Excel, Direct Mail, Cross-functional Team..., Strategy, Customer Retention, Marketing, Budgets, Sales, Segmentation, Management
Education
Maryville University of Saint Louis 1991 — 1995
Bachelor of Science (B.S.), Marketing
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors December 2013 - December 2014
Integrity September 2012 - December 2013
Best Buy June 2009 - September 2012
Skills
User Interface Design, Graphic Design, Adobe Creative Suite, Interaction Design, Web Design, User Experience, Interactive Design, Photoshop, Illustrator, Illustration, Video Editing, InDesign, Dreamweaver, Logo Design, Web Development, Front-end, Customer Service, Communication, Microsoft Office, Creativity, CSS, Problem Solving, HTML, Premiere, After Effects, Wordpress, Wireframes, Organization, Proofreading & Editing, Information Architecture, Coda, Drawing, Web Analytics, E-commerce, Sketching, Creative Problem Solving, Image Editing, Digital Photography, Adobe Fireworks, PHP, Corporate Branding, Visual Communication, Google Analytics, Usability, CMS, SEO, Motion Graphics, Prototype, Data Analysis, Collaborative Problem...
Education
Maryville University of Saint Louis 2009 — 2012
Bachelor of Fine Arts (B.F.A.), Game and Interactive Media Design
Keller Williams Realty May 2014 - Present
Wells Fargo Advisors August 2012 - February 2014
Columbus Realty Professionals June 2004 - March 2012
Barrett Mortgage Services, Inc. September 2003 - March 2012
Squire Sanders September 2002 - September 2003
Jerold Panas, Linzy & Partners October 2001 - September 2002
Skills
Real Estate, Contract Negotiation, Customer Service, Project Coordination, Sales, Telecommunications, Selling, Construction, Process Improvement, Training, Team Leadership, Marketing, Consulting, Event Management, Sales Management, Public Speaking, Salesforce.com
Education
The Ohio State University 1998 — 2001
Bachelor of Arts (B.A.), Music
Marietta College 1997 — 1998
Bishop Watterson
Wells Fargo Advisors January 2014 - Present
Kforce April 2013 - Present
Express Scripts May 2013 - December 2013
Citi April 2012 - April 2013
StreetLinks Lender Solutions October 2011 - April 2012
Fifth Third Wholesale Lending January 2011 - September 2011
CitiMortgage June 2010 - September 2010
Parties & Events by L & Travel 2, LLC November 2008 - August 2010
CitiMortgage January 1999 - June 2010
Citi June 2005 - June 2009
Skills
Mortgage Banking, Mortgage Lending, Credit, Sales, Loans, Credit Analysis, Underwriting, Real Estate, Management, Banking, Financial Risk, Loan Origination, Risk Management, CRM, Business Analysis, Business Development, Process Improvement, Training, Leadership, Relationship Management, Call Centers, Salesforce.com, Account Management, Financial Analysis, Forecasting, Strategy, Negotiation, Team Building, Customer Service, Marketing
Education
Maryville University of Saint Louis 2002 — 2004
BS, Business Administration/Psychology-Team Skills
Missouri Baptist University 1994 — 1998
BS, Management/Psychology
EHS
General Studies
Wells Fargo Insurance Services October 2012 - Present
Wells Fargo Bank, N.A. November 2010 - November 2012
Wells Fargo June 2005 - October 2010
Wells Fargo Advisors 2004 - 2005
Wells Fargo Insurance Services 1997 - 2004
Wells Fargo Advisors 1991 - 1997
Skills
Retail Banking, Customer Service, Cross Selling, Consumer Lending, Wealth Management, Strategic Planning, Virtual Teams, Community Outreach, Events, Non-profits, Problem Solving, Product Management, Cross-functional Team..., Situational Leadership, Learning Management, Leadership Development, Thought Leadership, Small Business Lending, Loans, Process Improvement, Microsoft Office, Marketing Communications, Strategic Communications, Investment Brokerage, Insurance, Training, Leadership, Sales Management, Sales, Recruiting, Marketing, Coaching, Budgets, Investments, Nonprofits, Customer Insight, Team Leadership, Marketing Strategy
Education
University of St. Thomas
MBA, Management
Marquette University 1979 — 1983
BS, Medical Technology
Wells Fargo Advisors December 2014 - Present
Wells Fargo January 2014 - Present
Philadelphia Eagles September 2011 - Present
Wells Fargo February 2013 - January 2014
Wells Fargo November 2011 - February 2013
Que's Sports Bar October 2010 - May 2011
Velo Smart Bicycle Ranch August 2010 - December 2010
Cape Cod Baseball League May 2009 - August 2009
Velocity Sport Performance May 2008 - August 2008
Skills
Event Planning, Microsoft Office, Public Relations, Advertising, Merchandising
Education
Methodist College 2007 — 2011
B.S, Business Administration and Financial Economics
Camden Catholic High School 2003 — 2007
H.S.
Standard & Poor's 2011 - Present
Forex Club Financial Company 2010 - 2010
Wells Fargo Advisors June 2009 - September 2009
Skills
Business Strategy, Valuation, Corporate Finance, Financial Modeling, New Business Development, Strategy, Microsoft Office, Market Analysis, Investments
Education
Loyola University Maryland 2006 — 2010
BBA, Finance
Newcastle University 2008 — 2008
Study Abroad, Economics
Quicken Loans June 2015 - September 2015
Tulane Change Maker January 2015 - May 2015
Google April 2014 - May 2015
Holomua Life Learning January 2013 - May 2015
Loyola University August 2011 - May 2015
Wells Fargo Advisors September 2013 - December 2013
Quicken Loans May 2013 - August 2013
Iggy Vision November 2012 - May 2013
New Orleans Pelicans January 2012 - January 2013
DTE Energy May 2012 - August 2012
Skills
Microsoft Excel, Google Analytics, Google Adwords, Tableau, Bloomberg Terminal, Social Media, Microsoft Office, Public Speaking, Leadership, Research, Teamwork, PowerPoint, Facebook, Adobe Creative Suite
Education
Loyola University New Orleans 2011 — 2014
Economics
Pontifícia Universidade Católica do Rio de Janeiro
Pontifícia Universidade Católica do Rio de Janeiro
Southern Illinois University Edwardsville September 2014 - Present
Stifel Financial Corp. April 2013 - August 2014
Wells Fargo Advisors October 2010 - March 2013
Scott Air Force Base September 2008 - May 2009
Edward Jones June 2008 - September 2008
Bi-State Development Agency/Metro January 1993 - February 2008
Skills
Human Resources, Benefits Management, Employee Benefits, Benefits Administration, Benefits Negotiation, Defined Benefit, Instructional Design, Organizational..., Training Delivery, Employee Training, Compensation & Benefit, Securities, Leave of Absence..., Project Management, Employee Relations, Union Relations, Labor Relations, 401k
Education
McKendree University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.94 GPA
United Business College
Certification, Information Processing
TPG Consulting, LLC October 2014 - Present
Plybon & Associates, Inc. May 2012 - September 2014
Wells Fargo Advisors April 2003 - May 2012
Skills
Investments, Asset Managment, Mutual Funds, Portfolio Management, Wealth Management, Financial Analysis, Series 7, Series 63, Equities, Strategic Financial..., Market Data, Alternative Investments, Fixed Income, Securities, Hedge Funds, Asset Allocation, Retirement Planning, Valuation, Investment Advisory, Fixed Annuities, Investment Strategies
Education
Mars Hill College 1999 — 2001
BS, Mathematics
New Jersey Economic Development Authority (NJEDA) September 2014 - Present
Wells Fargo Advisors June 2014 - September 2014
Bristol-Myers Squibb May 2014 - June 2014
Ameriprise Financial Services, Inc. February 2014 - May 2014
Self-Employed May 2013 - January 2014
McGraw-Hill Corporation September 1995 - April 2013
McGraw-Hill 1989 - 1995
McGraw-Hill BusinessWeek January 1980 - March 1988
Skills
Software Documentation, Adobe Acrobat, Salesforce.com, Microsoft Office, Financial Reporting, Proofreading, Finance, Process Improvement, Invoicing
Education
Mercer County Community College 2010 — 2011
Franklin High School, Somerset, NJ
Wells Fargo Advisors January 2013 - Present
Wells Fargo June 2010 - January 2013
M&I Bank January 2010 - June 2010
JPMorgan December 1993 - December 2009
SEI Corporation February 1992 - December 1993
Strong Funds September 1985 - 1990
Skills
Investments, Financial Services, Retirement Planning, Estate Investment..., Strategic Planning, Marketing Strategy, Sales Management, Business Coaching, Sales Management...
Education
Marquette University 1988 — 1990
MBA, Marketing
Marquette University 1982 — 1986
BA, Economics & Political Science
Janesville Craig High School 1979 — 1982
Wells Fargo Advisors July 2015 - Present
Morgan Stanley Wealth Management June 2009 - July 2015
Citi November 2006 - June 2009
Morgan Stanley June 2004 - November 2006
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Asset Allocation, Wealth Management, Securities, Investments, Equities, Strategic Financial..., Financial Services, Bloomberg, Alternative Investments, IRAs
Education
William Paterson University of New Jersey 2001 — 2004
BA, Communications
Marist College 2000 — 2001
Communications
UPSTREAM Investment Partners, LLC February 2013 - Present
Wells Fargo Advisors August 2007 - February 2013
HD Vest Financial Services January 2006 - August 2007
Jeffrey M. Fabbri, CPA, CSEP, P.C. August 2003 - August 2007
Coughlin, Jenkins & Fabbri, LLC August 1997 - August 2003
United States Air Force 1979 - 1983
Skills
Retirement Income..., Estate Planning, Investment Advisory, Income Tax, Financial Projection, College Savings Plans, Finance, Financial Planning, Small Business, Retirement, Investments, Accounting
Education
Loyola University Chicago 1978 — 1985
Bachelor of Science (B.S.), Accounting
Triton College 1973 — 1976
Associate of Science (AS), Accounting and Business Administration
Numotion April 2011 - Present
Wells Fargo Advisors February 2006 - July 2007
Skills
Healthcare, Medicare, Medical Devices, ICD-9, Medical Billing, Customer Service, Medical Terminology, Process Improvement, Rehabilitation, Medicaid, HIPAA, Data Entry, Medical Coding, Medical Records, Health Insurance, Insurance, HCPCS, 10 Key, Appointment Scheduling, Fax, Telephone Skills, Filing, Call Centers, Ten Key, Outlook, Receptionist Duties, Accounts Receivable
Education
Ultimate Medical Academy-Tampa 2010 — 2012
Associate of Science (A.S.), Medical Insurance Specialist/Medical Biller
Mesa Community College
Interior Design
Socialware January 2015 - Present
Sky Zone Franchise Group February 2013 - January 2015
Wells Fargo Advisors January 2012 - February 2013
J.A. Glynn Investments April 2011 - January 2012
Stifel Financial Corp. February 2009 - March 2011
Emmis Communications June 2008 - January 2009
Skills
Marketing, Social Media Marketing, Marketing Strategy, Project Management, Salesforce.com, Social Media, Marketing Communications, Customer Service, Lead Generation, Strategic Planning, Digital Marketing
Education
Saint Louis University 2010 — 2012
Master of Business Administration (MBA), Marketing, Social Media
McKendree University 2003 — 2008
Bachelor of Business Administration (BBA), Marketing, minor in Design
Local Financial Services Company March 2011 - Present
Wells Fargo Advisors February 2008 - March 2011
A.G. Edwards & Sons, Inc. August 2007 - February 2008
Skills
Cloud Computing, Salesforce.com, CRM, SQL, Microsoft SQL Server, Salesforce Administrator, Web Development, Web Applications, Project Management, Integration, Web Design, Salesforce.com..., Salesforce.com..., Marketing
Education
Maryville University of Saint Louis 2010 — 2012
B.S., Information Systems, Business Administration
Saint Louis University 2004 — 2007
B.S., Criminal Justice
Wells Fargo Advisors February 2009 - Present
Smith Barney December 2005 - February 2009
Legg Mason May 1987 - December 2005
Skills
Financial Advisory, Mutual Funds, Fixed Annuities, Variable Annuities
Education
Loyola University New Orleans 1969 — 1973
Bachelor of Business Administration, Marketing
Loyola Blakefield High School 1965 — 1969
Wells Fargo May 2014 - Present
Cognizant Business Consulting March 2007 - April 2014
LPL Financial 2014 - 2014
U.S. Bank 2012 - 2014
Wells Fargo Advisors 2012 - 2012
Wells Fargo 2008 - 2012
Ameriprise Financial Services, Inc. 2007 - 2008
Citifinancial Consumer Finance India Ltd March 2006 - March 2007
VE Commercial Vehicles Limited (A Volvo Group and Eicher Motors Joint Venture) April 2004 - March 2006
Pre MBA 2002 July 2000 - June 2002
Skills
Management Consulting, Process Consulting, SDLC, Leadership, Business Analysis, IT Strategy, Strategy, Requirements Management, Gap Analysis, Global Delivery, Team Management, Business Transformation, Business Development, Pre-sales, Management, Consulting, Portfolio Management, Analysis, Marketing Management, Analytics, Digital Transformation, P&L Responsibility, Digital Channels, Business Process..., Strategic Partnerships, Competitive Assessment, Digital Strategy, Digital Marketing, Consultative Selling, Strategic Planning, Marketing Strategy, Business Strategy, Strategic Business..., Operational Execution, Electronic Payments, Competitive Analysis, Cost Benefit, Product Management, Product Marketing, Product Launch, Product Design, Start-up Ventures, Business Unit Start-up, Mobile Applications, Product Road Mapping, Start-ups
Education
Xavier Institute of Management 2002 — 2004
Master of Business Administration (MBA), Marketing, Information Systems
Mangalore University 1996 — 2000
Bachelor of Engineering (B.E.), Mechanical Engineering
Wells Fargo Advisors January 2009 - Present
UBS Financial Services August 2004 - December 2008
The Northern Trust Company 1987 - 2004
Skills
Investments, Investment Planning
Education
Loyola University Chicago 1981 — 1986
BS, Finance
Fenwick 1977 — 1981
Booz Allen Hamilton January 2015 - Present
NASDAQ OMX July 2012 - January 2015
William O'Neil + Co. Inc. July 2010 - January 2012
Gartner July 2008 - July 2010
Thomson Reuters August 2002 - June 2008
Legg Mason January 2002 - August 2002
Wells Fargo Advisors September 1998 - January 2002
Skills
Account Management, Business Development, Salesforce.com, New Business Development, Relationship Management, Financial Services, Solution Selling, CRM
Education
Lynchburg College 1995 — 1998
BA, Marketing
Greenwich High School 1991 — 1994
Wells Fargo Advisors July 2007 - Present
Education
Lynchburg College 2003 — 2007
Business Administration, History, English
MasterCard Project ManagerSmurfit StoneJune 2010 - October 2010
Wells Fargo Advisors November 2009 - May 2010
AT&T August 2006 - August 2009
Express-Scripts August 2005 - August 2006
A.G. Edwards October 1999 - August 2005
Education
Webster University, St. Louis 1997 — 1999
MA, MIS
Loyola University New Orleans 1966 — 1970
BS, Medical Technology
Edward Jones December 2013 - Present
Crooked Creek Treasures January 2012 - Present
Independent Personal Image & Spa Consultant January 1994 - Present
Wells Fargo Advisors February 2001 - April 2011
Thomas Nelson Publishers April 1996 - April 1998
Thomas Nelson Publishers September 1994 - April 1996
Thomas Nelson Publishers April 1982 - December 1993
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Fax, Internet, Small Business, Accounts Receivable, Facebook, Advertising, Public Relations, Social Media Marketing, Customer Service, Event Planning
Education
Mclennan Community College
No Degree, Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors October 2014 - Present
Laidlaw & Company UK Ltd. January 2014 - September 2014
Lincoln Financial Group May 2013 - December 2013
Puro Research Group September 2012 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Analysis, Finance, Management, Marketing Strategy, Investments, Customer Service, Accounting, Budgets, Strategic Financial..., Research, Portfolio Management, Economics, Insurance, Financial Analysis, Start-ups, Risk Management, Data Analysis, Team Leadership, Entrepreneurship, PowerPoint
Education
Manhattanville College 2010 — 2013
Bachelor's degree, Finance / Computer Science
Bergen Catholic High School 2006 — 2010
High School Diploma
Wells Fargo Advisors February 2008 - Present
National Human Resources Association September 2005 - December 2012
WellPoint March 2004 - January 2008
Edward Jones 2002 - 2004
American Youth Foundation 1991 - 2001
Skills
Human Resource..., Change Management, Employee Relations, Employee Engagement, Mergers, Talent Management, Succession Planning, Performance Management, Talent Acquisition, Organizational..., Human Resources, Leadership Development, SPHR, HR Policies, Career Development, Employment Law, PeopleSoft, Diversity & Inclusion, Executive Pay, Affirmative Action, Leadership, Strategic HR, Onboarding, Management, Employee Benefits, Deferred Compensation, Applicant Tracking..., Coaching, Organizational..., Recruiting, Personnel Management, Workforce Planning, Benefits Administration, HRIS, Organizational Design, Policy, College Recruiting, Executive Coaching, Employee Training, Mergers & Acquisitions, HR Consulting, Human Capital, Management Development, Strategy, Financial Services, Behavioral Interviewing
Education
Washington University in St. Louis 1997 — 2000
Master of Arts, Human Resource Management
Washington University in St. Louis 1997 — 2000
Masters Certificate, Non-Profit Management
Maryville University of Saint Louis 1990 — 1994
Bachelor of Science, Business Management
Fidelity Investments February 2014 - Present
Wells Fargo Advisors October 2010 - February 2014
Wells Fargo June 2010 - October 2010
The Walt Disney Company August 2008 - January 2009
Education
Marshall University 2004 — 2009
Bachelor of Arts (B.A.), Psychology
Wells Fargo Advisors July 2010 - Present
New York Life & MainStay Investments October 2005 - July 2010
Prudential Financial June 2004 - September 2005
Skills
Investments, Mutual Funds, Finance, Retirement Planning, Securities, Financial Advisory, Retirement, Investment Strategies, ETFs, Alternative Investments, Financial Services
Education
Lycoming College 2000 — 2004
Scotch Plains Fanwood High School
Bank of the West June 2015 - Present
Bank of the West May 2014 - June 2015
Bank of the West January 2013 - May 2014
Bank of the West July 2011 - December 2012
Wells Fargo Advisors 2010 - 2011
North Star Resource Group June 2009 - July 2010
Great America Leasing Corporation June 2008 - June 2008
Skills
Financial Analysis, Visual Basic, Mortgage Lending, Securities, Investments, Portfolio Management, Fixed Income Analysis, Credit Analysis, Wealth Management, Mutual Funds, Residential Mortgages, Mortgage Banking, Tax Analysis, Strategic Financial..., Financial Planning
Education
CFA Institute
2016 Level II Candidate in the CFA Program
Luther College 2005 — 2009
BA, Economics
Regent's University London 2008 — 2008
Study Abroad, Economics, Finance
bioMerieux September 2013 - December 2013
US Bank Home Mortgages March 2013 - June 2013
Wells Fargo Advisors January 2010 - October 2011
Wachovia Securities, LLC & A. G. Edwards January 1989 - December 2009
Skills
Testing, Test Planning, Quality Center, Analysis, Systems Analysis, Management, Functional..., Programming, SDLC, User Acceptance Testing, Requirements Analysis, Requirements Gathering
Education
Maryville University of Saint Louis
BS, Information Technology
Wells Fargo Advisors February 2005 - Present
Morgan Stanley February 1999 - February 2005
Merrill Lynch August 1995 - February 1999
Carl M. Freeman Associates January 1990 - April 1995
Skills
Retirement Planning, Alternative Investments, Asset Allocation, IRAs, 401k Rollovers, Investment Strategies, Retirement, Financial Advisory, Retirement Plan...
Education
University of Maryland School of Law 1987 — 1991
Doctor of Law (JD)
University of Baltimore 1984 — 1985
Master of Science (MS)
Loyola College in Maryland 1979 — 1983
Bachelor of Arts (BA), Accounting
Wells Fargo Advisors January 2012 - Present
Wells Fargo Investments 2010 - 2011
Kemper, A Unitrin Business December 2005 - March 2010
Skills
Financial Modeling, Credit, Financial Analysis, Banking, Portfolio Management, Investments, Equities, Valuation, Fixed Income, Capital Markets, Credit Analysis, Investment Banking, Bloomberg, Loans, Risk Management, Series 7, Business Analysis, Asset Management, Financial Services, Corporate Finance, Finance, Derivatives, Mortgage Lending
Education
Maryville University of Saint Louis 2003 — 2005
Actuarial Science, Statistics, Mathematics, Economics, Business
UniGroup Logistics April 2015 - Present
Wells Fargo Advisors December 2012 - April 2015
IBM Global Business Services November 2010 - December 2012
UniGroup, Inc January 2006 - October 2010
UniGroup, Inc. February 2000 - December 2005
UniGroup, Inc. October 1997 - January 2000
Armstrong Relocation April 1997 - October 1997
UniGroup, Inc. October 1994 - March 1997
Civilian Division Employment 1993 - 1994
LL Mater Consulting 1989 - 1992
Skills
Problem Solving, Change Management, Building Relationships, Logistics, Business Analysis, Technical Communication, Visio, Program Management, Mainframe, Vendor Management, Business Intelligence, Process Improvement, Lotus Notes, Integration, AS400, Documentation, Team Building, Transportation, Computer Hardware, Project Implementation, Billing, Financial Management, Customer Relations, Supply Chain, Account Management, Leadership Development, XP, Troubleshooting, Strategic Planning, Software Documentation, Customer Service, Project Planning, Business Process, Team Leadership, Cross-functional Team..., CRM, IBM iSeries, Training, Management Consulting, Operations Management, Budgets, Business Process..., IT Management, Analysis, Agile Methodologies, Supply Chain Management, Telecommunications, Business Requirements, Software Development, IT Strategy
Education
Maryville University of Saint Louis 1987 — 1989
BS Mgmt Info Systems, Business Communications and Marketing
Eureka
Eureka
Wells Fargo Advisors July 2014 - Present
Village Collection July 2011 - August 2014
Cabell Huntington Hospital October 2013 - May 2014
Marshall University August 2012 - May 2014
Marshall University Foundation August 2010 - January 2011
Marshall University Department of Athletics January 2010 - May 2010
Skills
Event Planning, Research, Public Speaking, Social Media, Microsoft Office, PowerPoint, Public Relations, Microsoft Excel, Editing, Facebook, Account Management, Group Work, Sales, Marketing, Time Management, Management, Social Networking, Leadership, Customer Service, Healthcare Information..., Cerner, Visio, Multi Tasking, EMR
Education
Marshall University 2012 — 2014
Master of Science (M.S.), Health/Health Care Administration/Management
Marshall University 2008 — 2011
Bachelor of Business Administration (BBA), Marketing
Wells Fargo Advisors June 2014 - Present
Allsup Inc. November 2011 - June 2014
Allsup Inc. July 2010 - November 2011
Allsup Inc. September 2009 - July 2010
Cape Electrical Supply May 2006 - September 2009
Skills
Customer Service, Coaching, Employee Training, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Account Management, Customer Satisfaction, Sales, Insurance, Team Building, Training, Leadership
Education
McKendree College 2000 — 2010
BBA, Business Administration
De Soto Triathlon Company November 2014 - Present
Richmond Multisports November 2014 - Present
Saris Cycling Group January 2013 - Present
Hammer Nutrition January 2014 - Present
Protiviti April 2007 - Present
Richmond Road Runners Club January 2012 - December 2013
Wells Fargo 2004 - 2006
Wells Fargo Advisors 2002 - 2004
Skills
Training, Customer Service, Microsoft Office, Due Diligence, AML, Risk Management, Nonprofits, Office Management, Financial Risk, Team Building, Social Media, Operations Management, Data Analysis, Policy, Leadership Development, Management, Budgets, Performance Management, Securities, Microsoft Excel, Leadership, Business Analysis, Marketing, Process Improvement, Strategy, Financial Analysis, Event Planning, Administrative..., Risk Assessment, Accounts Receivable, Change Management, Legal Writing, Auditing, Program Management, Financial Services, Business Process..., Project Planning, Team Leadership, Newsletters, Fundraising, Organizational...
Education
Lynchburg College 1992 — 1996
Bachelor of Arts, Political Science
George P Johnson Experience Marketing May 2015 - Present
McCann March 2015 - May 2015
Legacy Marketing Partners February 2014 - May 2014
Moroch Partners June 2013 - January 2014
Jack Morton Worldwide August 2011 - January 2013
City of Sterling Heights May 2012 - August 2012
Kelly Services April 2011 - August 2011
Merrill Lynch November 2009 - January 2011
Wells Fargo Advisors February 2008 - October 2009
City of Sterling Heights June 2006 - August 2006
Skills
Corporate Communications, Seminars, Organizational..., Outlook, Microsoft Excel, Social Media, Facebook, PowerPoint, Event Planning, Marketing, Event Management, Marketing Communications, Project Management, Internal Communications, Business Development, Customer Service, Leadership, Advertising, Sales, Management, Social Media Marketing
Education
Oakland University 2006 — 2010
Bachelor of Arts, Communication, 3.0
Macomb Community College 2007 — 2009
Associate's degree, General Studies
Henry Ford II High School 2002 — 2006
High School Diploma
Byline Bank / Investment Professionals Inc. May 2015 - Present
Wells Fargo Advisors January 2013 - May 2015
Northwestern Mutual March 2011 - January 2013
CAM Associates July 2008 - March 2011
CST/berger September 2006 - July 2008
Enterprise Rent-A-Car January 2004 - September 2006
Education
Marquette University 2000 — 2004
Bachelors, Marketing
St. Thomas 1992 — 1996
Wells Fargo Advisors April 2007 - Present
A.G. Edwards April 2007 - October 2008
CH Robinson October 1997 - April 2007
Skills
Investments, Financial Analysis, Retirement Planning, 401k, Mutual Funds, Financial Advisory, Investment Strategies, 401k Rollovers, Life Insurance, Stocks, ETFs, Management
Education
Marquette University 1993 — 1997
Business Administration, Marketing, Economics
St. Claire's University, Oxford England 1996 — 1996
Economics, English and Philosophy
Riveron Consulting July 2015 - Present
GE Capital July 2014 - June 2015
GE Capital October 2012 - July 2014
Chicago Board of Trade February 2012 - September 2012
Loyola Property Management December 2010 - May 2012
Wells Fargo Advisors June 2010 - March 2011
Skills
Investments, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Public Speaking, Banking, Analysis, Asset Managment, Financial Modeling, Asset Management, Accounting, Risk Management, Credit, Finance
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (BBA), Finance & Economics
Wells Fargo Advisors March 2000 - Present
Pepsi Co 1988 - 1999
Skills
Multi Generational..., Estate Planning, 401K Rollovers, Business Succession..., Fixed Income Strategies, Concentrated Stock..., Tax- Efficient..., Asset Allocation, nvestment Planning
Education
Marshall University 1988 — 1993
Bachelor of Business Administration (BBA), Finance
Wells Fargo Advisors October 2007 - Present
Wachovia January 2007 - August 2007
Henry Ford Health System November 2005 - January 2007
EDS June 2000 - September 2005
Electronic Data Systems 2000 - 2005
Skills
Enterprise Software, Microsoft SQL Server, Oracle, Requirements Analysis, Software Project..., SDLC, .NET, Agile Methodologies, Enterprise Architecture, Process Improvement, Quality Assurance, Requirements Gathering, Unix, Vendor Management
Education
Madras Christian College 1997 — 2000
Masters, Computer Applications
Madras Christian College 1994 — 1997
Bachelors, Mathematics
Wells Fargo June 2013 - Present
Wells Fargo June 2012 - June 2013
Morgan Stanley Smith Barney 2011 - July 2012
Wells Fargo Advisors 2009 - 2011
Morgan Stanley 2004 - 2009
Skills
Series 7, 401k, Retirement Planning, Series 66, Series 31, Wealth Management, Uniform Combined State..., FINRA, Series 63, Finance, Securities, Investments, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Fixed Annuities, Alternative Investments, Series 65, Portfolio Management, Strategic Financial..., Equities, Mutual Funds
Education
Loyola College in Maryland 2000 — 2004
BBA, Cum Laude, Finance
Mt. St. Joseph High School 1996 — 2000
Lord, Abbett & Co. LLC July 2014 - Present
Colliers-International July 2013 - May 2014
Wells Fargo Advisors June 2012 - August 2012
Commerzbank AG June 2011 - August 2011
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), Finance, International Business
Maastricht University 2011 — 2011
Bachelor of Arts (B.A.), International Business
Mountain Lakes High School 2005 — 2009
Wells Fargo Advisors February 2013 - Present
Strategic Staffing Solutions November 2011 - February 2013
Strategic Staffing Solutions November 2011 - February 2013
Advantage/OCI March 2011 - November 2011
SyllogisTeks February 2007 - May 2008
Anheuser-Busch 2007 - 2008
Cardinal Brands 2005 - 2007
Citicorp 1984 - 1991
Education
Maryville University of Saint Louis 1987 — 1991
B.S., Management, Information Systems
Wells Fargo Advisors 2009 - Present
Morgan Stanley Smith Barney November 1983 - April 2009
Skills
401k Rollovers, Asset Allocation, Wealth Management, Fixed Income Strategies, Retirement Planning, Financial Advisory, Securities, Investment Planning, Investment Strategies, Investments, Retirement, Retirement Savings, Strategic Planning, Wealth Preservation...
Education
Massachusetts Institute of Technology 1971 — 1974
BS, Philosophy
Gold Key/PHR Hotels & Resorts June 2014 - December 2014
Wells Fargo Advisors June 2013 - August 2013
Chicks Oyster Bar 2011 - 2012
Skills
Microsoft Office, Economic Impact Analysis, Facebook, Economic Impact, SPSS, Spanish
Education
Virginia Commonwealth University 2013 — 2014
Bachelor's Degree, Major in Economics, Minor in Business
Lynchburg College 2010 — 2012
Economics, 3.63
Wells Fargo Advisors June 2013 - Present
Arizona Realty One Group October 2009 - June 2013
Genworth Financial May 2011 - May 2013
Crown Capital Securities, L.P. August 2008 - October 2009
Dallas Real Estate January 2006 - October 2009
Wells Fargo Investments December 2007 - August 2008
Aspen Properties February 2005 - December 2005
Charles Schwab 1995 - 2005
Skills
Series 7, Series 63, Investments, Mutual Funds, Retirement Planning, Wealth Management, Securities, Retirement, Strategic Financial..., Fixed Annuities, Portfolio Management, FINRA, Asset Allocation, Asset Managment, Options, Financial Advisory, Investment Strategies, Bonds, ETFs, IRAs, Investment Advisory, Variable Annuities, Equities, Life Insurance, Financial Markets, 401k Rollovers, Wealth, Investment Management, Long Term Care Insurance, Series 9, Series 10, Series 66, Series 65, Financial Services
Education
Menlo College 1980 — 1984
Bridgemont High School
Escuela Internacional Sampedrana 1971 — 1976
St Martin's 1970 — 1971
Wells Fargo Advisors April 2014 - Present
Skills
Forecasting, Fixed Income, Equities, Financial Modeling, Data Analysis, Electronic Trading, Financial Analysis, Portfolio Analysis
Education
Manhattan College 2001 — 2005
Bachelor of Science (BS), Economics
Wells Fargo Advisors 2008 - Present
Wachovia Securities October 2007 - 2008
A. G. Edwards June 1994 - October 2007
Boeing September 1989 - June 1994
Skills
Autosys, Unix Shell Scripting, PL/SQL, Unix, Visual Basic, SQL, Data Analysis, Application Development, SDLC, Visio, Business Analysis, Requirements Analysis, Integration, Requirements Gathering, Leadership, Enterprise Architecture, Oracle 10g, Oracle 11g, C#, Linq, Batch, SharePoint, Microsoft SQL Server, Vendor Management, Oracle, Databases, Agile Methodologies, Data Warehousing, Testing, Process Improvement, C#, Microsoft Office
Education
Maryville University of Saint Louis 1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Management Information Systems
Parkway South High School 1982 — 1986
Wells Fargo Advisors January 2009 - Present
Wachovia Securities November 2007 - December 2008
A.G. Edwards February 1998 - October 2007
Education
McKendree University 1990 — 1995
Bachelor, Computer and Information Science
Wells Fargo Advisors June 2005 - Present
Bear Stearns April 2004 - June 2005
RBC Dain Rauscher March 2002 - April 2004
Tucker Anthony July 1998 - March 2002
Paine Webber May 1995 - July 1998
Education
Northeastern University 2004 — 2007
BSBA, Business Administration
Massasoit Community College 1990 — 1993
BS, Management
Wells Fargo Advisors January 1990 - Present
Mutual of Omaha January 1984 - December 1988
Education
Marshall University 1975 — 1979
BBA, Finance, Economics
Wells Fargo July 2012 - Present
Wells Fargo September 2009 - July 2012
Wells Fargo Bank July 2008 - July 2012
Wells Fargo Advisors January 2006 - July 2008
Wells Fargo August 2003 - January 2006
Carder-Fulton Design 1998 - 2006
Skills
Media Planning, Media Buying, Media Strategy, Data Analysis, Marketing Research, SharePoint, Advertising, Adobe, Word, Excel, PowerPoint, Microsoft Word, Market Research, Marketing, Social Media Marketing, Marketing Strategy, Analytics, Microsoft Excel, Integrated Marketing, Social Media, Marketing Communications
Education
Massachusetts Institute of Technology 1993 — 1998
Bachelor of Science (B.S.), School of Architecture + Planning
Wells Fargo Advisors 2001 - Present
Education
Lynn University 1989 — 1993
Bachelor of Science, Business Administration
Wells Fargo Advisors October 2013 - Present
Bank of America February 2012 - October 2012
Piedmont Community Bank October 2006 - November 2011
Skills
Estate Investment..., Retirement Planning, Tax Efficient Strategies, Education Funding, Business and Executive...
Education
Mercer University 1998 — 2001
Bachelor's Degree, Finance and Management
Wells Fargo Advisors May 2011 - Present
Wells Fargo Advisors January 1999 - June 2011
Edward Jones 1994 - 1999
Dale Carnegie Training 1992 - 1994
Education
Loyola University Chicago 1983 — 1986
TD Ameritrade August 2013 - Present
CUNA Brokerage Services/ First Financial Credit Union May 2011 - August 2013
Wells Fargo Advisors May 2009 - May 2011
A.G. Edwards April 2008 - May 2009
Morgan Stanley August 2007 - March 2008
Bear Stearns January 2003 - May 2007
Direct Access Partners 2000 - 2005
Skills
Portfolio Management, Mutual Funds, Retirement Planning, Risk Management, ETFs, Investment Strategies, Financial Advisory, Fixed Annuities, Bonds, Finance, Life Insurance, Series 7, Series 63, Investments, FINRA
Education
Lycoming College 1980 — 1984
Bachelor of Arts (B.A.), Business/Managerial Economics
Wells Fargo Advisors March 1999 - Present
Education
Mary Baldwin College 1988 — 1992
Bachelor of Arts, Arts Management & Art History
The Hartford Financial Services Group, Inc. October 2011 - Present
Wells Fargo Advisors November 2008 - February 2011
Wachovia June 2008 - August 2008
University of Toronto May 2006 - August 2007
McMaster University May 2004 - August 2005
Skills
Python, Matlab, SAS, R, VBA, C++/C, C#, SQL, Linux, STL, Boost, QuantLib, SVN, Excel add-in, Options, Trading, FX Options, Fixed Income, Valuation, Equities, C++, Data Mining, Financial Markets, Trading Systems
Education
The University of Chicago 2007 — 2008
Master, Financial Mathematics
University of Toronto 2005 — 2007
Master, Computer Science (numerical analysis area)
McMaster University 2003 — 2005
Bachelor, Computer Science
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors, LLC May 2008 - August 2015
Adecco March 2006 - May 2008
MediaVest November 2007 - January 2008
International Management Group June 2004 - August 2004
Skills
Financial Planning, Analysis, Strategic Financial..., Portfolio Management, Economics, Negotiation, Sales, Microsoft Excel, Strategic Planning, Marketing Strategy, Microsoft Office
Education
Lynn University 2001 — 2005
Bachelors, Mass Communications
Wells Fargo Advisors January 2008 - Present
A.G. Edwards & Sons, Inc. October 2004 - January 2008
A.G. Edwards & Sons, Inc. August 1997 - October 2004
Skills
Deferred Compensation, 401k
Education
Maryville University of Saint Louis 2002 — 2004
BA, Psychology, Sociology
Northwestern Mutual July 2014 - Present
Unilever Food Solutions, Europe July 2012 - June 2014
Infosys November 2008 - June 2012
Wells Fargo Advisors August 2007 - January 2012
Infosys April 2006 - October 2008
Infosys April 2004 - March 2006
Core Info Systems August 2002 - December 2003
Skills
Enterprise Mobility, Windows Phone, HTML5, iOS Development, Software Project..., SDLC, Requirements Gathering, Requirements Analysis, Business Analysis, .NET, PMP, Agile Methodologies, Project Management, Solution Architecture, Software Development, Web Services, Microsoft SQL Server, Pre-sales
Education
Mahatma Gandhi University 1998 — 2002
Bachelor of Technology, Computer Science
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors October 2005 - March 2013
Baxter Internatonal July 1994 - October 2004
GE Healthcare 1987 - 1992
Education
Marquette University 1988 — 1992
MBA, Marketing, Finance
San Diego State University
Bachelor of Applied Science (B.A.Sc.), Radio and Television
Wells Fargo Advisors January 2008 - Present
Wachovia Securities October 2007 - Present
A.G. Edwards October 1990 - May 2008
Education
Maryville University of Saint Louis 2008 — 2011
BA, Information Systems
St. Louis Community College 1984 — 1987
AAS, Data Processing
Wells Fargo Advisors 2010 - Present
BB&T 2009 - 2010
Banc of America Investments 2002 - 2009
Morgan Stanley 1997 - 2002
Skills
Investments, Financial Services, Retirement Planning, Insurance, Strategic Planning, Leadership, Finance, Team Building, Project Management, Revenue Enhancement, Recruiting, Sales, Mutual Funds, Securities, Asset Managment
Education
Loyola University Maryland
BA, Finance
University of Maryland University College
Master of Business Administration (MBA)
Wells Fargo Advisors May 2015 - Present
FOLIOfn February 2012 - May 2015
Morgan Stanley Smith Barney December 2005 - February 2012
Morgan Stanley May 2003 - December 2005
Skills
Financial Services, Series 7, PowerPoint, Customer Service, Microsoft Excel, Portfolio Management, Analysis, Series 66, Valuation, Client Service, Excel, Word, Outlook, Salesforce, NextGen, Series 99, Equities, Financial Analysis, Investments, Leadership, Management, Microsoft Office, Microsoft Word, Mutual Funds, Risk Management
Education
Marymount University 2008 — 2011
MBA, Business Administration, 3.560
Randolph-Macon Woman's College
Bachelor of Arts, International Relations
St. Margarets
High School Diploma
Stifel Nicolaus December 2008 - Present
Wells Fargo Advisors March 2008 - December 2008
A.G. Edwards April 1994 - June 2007
Skills
Series 7, Series 63, Series 65, Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Investments, Alternative Investments, Equities, Uniform Combined State..., Investment Strategies, Securities, Retirement, Portfolio Management, Asset Management, Financial Services, Financial Advisory, Fixed Annuities, Fixed Income, 401k
Education
Maryville University of Saint Louis
Bachelor of Arts (B.A.), Business Communications
Washington University in St. Louis
Pursued Masters, Human Resource Management
Frost Brown Todd May 2015 - Present
Frost Brown Todd May 2014 - August 2014
Steptoe & Johnson PLLC May 2013 - August 2013
Marshall University June 2009 - June 2012
West Virginia Legislature, 80th 2010 - 2010
Wells Fargo Advisors January 2008 - June 2009
Mass Connections June 2007 - August 2008
Education
University of Cincinnati College of Law
Doctor of Law (J.D.), Summa Cum Laude, Order of the Coif
Marshall University
Bachelor of Arts (B.A.), Political Science, Summa Cum Laude
Wells Fargo Advisors June 2009 - Present
Skills
Credit, Loans, Series 7, Series 63, Banking, Mortgage Lending, Relationship Management, Mutual Funds, Portfolio Management, Securities, Wealth Management, Financial Services
Education
Webster University 2006 — 2009
M.S., Finance
Marquette University 1996 — 2000
B.A., Psychology
Wells Fargo Advisors June 2014 - Present
Hewlett-Packard March 2013 - January 2014
Vanguard May 2011 - March 2013
Susquehanna International Group September 2007 - January 2009
Prudential Equity Group January 1993 - June 2007
Skills
Series 7, Hedge Funds, Equities, Capital Markets, Emerging Markets, Bloomberg, Series 63, Equity Trading, Investments, Securities, Trading, Strategic Financial..., Options, Cloud Applications, Strategy, Cloud Computing, Financial Services, Equity Research, Business Development
Education
Loyola University Maryland 1988 — 1992
BA, Sociology
Wells Fargo Advisors April 2007 - Present
Education
Marquette University 1976 — 1980
Bachelor of Business Administration (B.B.A.)
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors July 2012 - April 2014
Wells Fargo Advisors March 2012 - July 2012
Wells Fargo Advisors April 2008 - March 2012
Wells Fargo Advisors June 2006 - April 2008
Skills
Salesforce.com..., Microsoft Excel, Microsoft Word, PowerPoint, Documentum, Recruiting, Training, Program Management, Financial Analysis, Marketing, Banking, Coaching, Insurance, Performance Management, Analytics, Process Improvement, Finance, Management, Project Management, Financial Services, Leadership
Education
Maryville University of Saint Louis 2002 — 2004
B.S. Business Management
Wells Fargo Advisors September 2014 - Present
The Gately Group, Inc. August 1997 - September 2014
Skills
Retirement Plan..., Investments, Insurance, Risk Management, Business Owner Planning, Wealth Preservation..., Financial Advisory, Securities
Education
McDaniel College 1979 — 1983
B.A.
Information Technology January 1998 - January 2013
Wells Fargo Advisors 2009 - 2010
Education
Malone College 1998 — 2003
Bachelor of Arts, Bible and Theology
Dogspaw Mobile Grooming October 2011 - Present
Multiview June 2010 - July 2011
Wells Fargo Advisors January 2010 - April 2011
Range Online Media May 2009 - August 2009
Vector Marketing June 2007 - October 2007
Education
McMurry University 2006 — 2010
BBA, Marketing, Finance, Spanish
Wells Fargo Advisors August 2010 - Present
Wells Fargo Bank December 2006 - August 2010
Syscom Inc September 2004 - December 2006
T Rowe Price March 1997 - September 2004
DST Systems September 1987 - March 1997
Skills
SDLC, Business Analysis, Vendor Management, Program Management, Process Improvement, Requirements Analysis, Requirements Gathering, Financial Services, Project Management, Business Intelligence, Business Process..., Software Project..., Strategic Planning, Visio, PMP, Project Portfolio..., Integration, PMO
Education
Loyola University Maryland 2000 — 2005
MBA, Information Systems Emphasis
Northwest Missouri State University 1983 — 1986
BS, Marketing and International Business
Wells Fargo Advisors May 2012 - Present
Wells Fargo Bank May 2011 - May 2012
Wachovia June 2008 - April 2011
Skills
Financial Analysis, Alternative Investments, Finance, Financial Services, Financial Modeling, Credit Analysis, Risk Management, Private Equity, Investment Strategies, Financial Advisory, Equities, Real Estate, Fixed Income
Education
Messiah College 2004 — 2008
Business Administration
SCHMIT EMPLOYEE BENEFITS September 2009 - Present
Cetera Advisor Networks LLC September 2009 - Present
Wells Fargo Advisors May 2004 - October 2009
Skills
Financial Analysis, Wealth Management, Banking, Insurance, Retirement Planning, Credit, Risk Management, Leadership, Cash Management, Strategic Planning
Education
Marian College of Fond du Lac 2000 — 2004
Bachelor of Business Administration (B.B.A.), ECONOMICS & FINANCE
Rockland Congregational Church November 2009 - Present
Mt. Republic Chapel of Peace July 2008 - November 2009
Wells Fargo Advisors September 2002 - September 2006
Skills
Public Speaking, Teaching, Microsoft Office, Customer Service, Strategic Planning, Team Building, Preaching, Project Management, Leadership Development, Team Leadership, Coaching, Graphic Design, Religion, Church Events, Public Relations, Training, Nonprofits, Volunteer Management, Community Outreach, Pastoral Care, Theology
Education
Luther Seminary 2005 — 2008
Master's degree, Dvinity
United Theological Seminary of the Twin Cities 1991 — 1995
Master of Arts (M.A.), Religion/Religious Studies
St. Olaf College 1984 — 1988
Bachelor of Arts (B.A.), English Language and Literature/Letters, A
Capgemini June 2014 - Present
Capgemini August 2013 - June 2014
Capgemini April 2013 - June 2014
Capgemini August 2012 - August 2013
Capgemini January 2012 - August 2012
Wells Fargo Advisors August 2010 - January 2012
Hartford Investment Management May 2010 - August 2010
Mass Mutual Financial Group August 2009 - May 2010
Infosys July 2007 - August 2009
Skills
Informatica, Data Modeling, Teradata, ETL, Data Warehousing, Netezza, Data Integration, Business Objects, Data Warehouse..., Dimensional Modeling, Databases, Unix Shell Scripting, Unix, DB2, Master Data Management, Shell Scripting, PL/SQL, Business Intelligence, Requirements Gathering, SQL, Oracle, Data Quality, Sybase, SDLC, Data Migration, Database Design, CRM, Datastage, Erwin, Performance Tuning, SSRS, Solution Architecture, SSIS, Enterprise Architecture, Toad, OBIEE, SQL Tuning, Requirements Analysis, OLAP, T-SQL, Data Profiling, Analysis Services, Microsoft SQL Server, Data Marts, Business Analysis, Agile Methodologies, Integration, Testing, XML, Systems Analysis
Education
University of Phoenix 2010 — 2011
Master of Business Administration (MBA), Technology Management
Mahatma Gandhi University 2003 — 2007
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering
Vonage Business July 2014 - Present
Wells Fargo Advisors November 2011 - March 2013
The Mergis Group January 2011 - March 2013
American Investment Exchange January 2010 - January 2011
American Health Centers January 2009 - January 2010
Bodyworks Health, Fitness, and Rehabilitation January 2008 - January 2009
Carlyle and Company January 2007 - January 2008
Skills
Customer Service, Management, Training, Sales, Team Building, Leadership, Microsoft Office, Advertising, Microsoft Excel, Social Networking
Education
Marshall University 2005 — 2007
Business Administration, Business Administration
Morehead State University 2002 — 2004
Marketing
Morehead State University
Wells Fargo Advisors March 2006 - Present
Morgan Stanley June 2000 - March 2006
Advest, Inc. January 1990 - June 2000
Skills
Retirement Planning, Retirement, Series 7, Series 63, Investments, Securities
Education
University of Virginia 1973 — 1975
International Relations Graduate School
Manhattan College 1969 — 1973
Mater Dei prep 1968 — 1970
Wells Fargo Advisors March 2001 - Present
Skills
Asset Allocation, Investment Strategies, Retirement Planning, Market Risk, Customer Service, Wealth, Investments, Tactical Asset..., Finance, Mutual Funds, Wealth Preservation..., Equities, Public Speaking, Wealth Transfer, Fixed Annuities, Financial Services, Trading, Hedge Funds, 401k Rollovers
Education
Texas Tech University 1979 — 1984
Bachelor of Science, International Trade & Economics
Lubbock Christian University 1977 — 1979
Wipro Infocrossing 2010 - 2012
Wells Fargo Advisors February 2010 - July 2010
Maritz January 2008 - April 2009
Monsanto June 2001 - August 2006
TC Jacoby February 1997 - June 2001
Skills
Process Improvement, Training, SDLC, Cross-functional Team..., Management, CRM, Business Process, Budgets, Procurement, Six Sigma, Sales, Marketing, Business Analysis, Program Management, Project Management, Vendor Management, Business Process...
Education
McKendree College 1993 — 1996
BA, Political Science
Quitman
College Prep/General Studies
Wells Fargo Securities September 2011 - Present
Wells Fargo Advisors September 2008 - September 2011
Wachovia Securities 2005 - 2008
Wachovia Securities 2005 - 2008
Skills
Banking, Portfolio Management, Investments, Wealth Management, Securities, Financial Modeling, Strategic Financial..., Retirement Planning, Financial Services, Financial Analysis
Education
University of Richmond - Robins School of Business 2005 — 2008
MBA, Finance
Loyola College in Maryland 1998 — 2002
B.A., Economics
Wells Fargo Advisors April 2012 - Present
target November 2002 - July 2010
Skills
Credit, Risk Management, Loans, Banking, Financial Services, Portfolio Management
Education
Macomb Community College
Wells Fargo Advisors January 2012 - Present
Wawa, Inc. May 2008 - June 2010
AutoZone May 2004 - May 2008
Winthrop University Hospital March 2000 - August 2005
Winthrop University Hospital March 2000 - August 2005
Winthrop University March 2000 - August 2005
Education
Mercer County Community College
Nursing
Wells Fargo Advisors January 2013 - Present
Wells Fargo Advisors Financial Network March 2008 - December 2012
A.G. Edwards & Sons, Inc. December 2000 - March 2008
Sherwood Medical Solutions 1978 - 1986
Skills
Banking, Brokerage, Independence, Office Administration, Coordinating Events, Travel Arrangements, Organizational..., Volunteer Management, Public Relations, Financial Services
Education
Maryville University of Saint Louis
Business/Corporate Communications
Southeast Missouri State University
Business, Management, Marketing, and Related Support Services
St. Louis Community College
Management & Supervisory Development, Business Administration and Management, General
DEFY Media April 2015 - Present
DEFY Media June 2014 - April 2015
Nickelodeon February 2013 - July 2014
MTV Networks July 2011 - February 2013
Wells Fargo Advisors September 2009 - October 2010
Wachovia Securities Financial Network June 2008 - September 2009
UBS Wealth Management August 2003 - May 2008
Skills
Digital Media, User Experience, Entertainment, Social Media Marketing, Monetization, Social Media, Digital Marketing, Mobile Games, Online Advertising, Digital Strategy, Social Networking, Mobile Marketing, Facebook, Sales, Strategic Partnerships, Content Strategy
Education
Menlo College 2002 — 2006
Bachelors, Business
Wells Fargo Advisors January 2014 - Present
Cognizant Technology Solutions October 2010 - Present
Orion India Systems Pvt Ltd September 2009 - October 2010
TKM INFOTECH April 2007 - September 2009
Gulf Greetings General Trading LLC June 2004 - December 2006
Skills
ASP.NET, C#, Web Services, ASP.NET AJAX, Silverlight, .NET, Microsoft SQL Server, LINQ, SQL, MySQL, Open XML, SSIS, jQuery, jQuery UI, PHP, WCF, Entity Framework, HTML 5, Oracle, Oracle SQL Developer, AJAX, ASP.NET MVC, JavaScript, Design Patterns, XML, CSS, TFS, Agile Methodologies
Education
MS University
Bachelor of Science (BSc), Computer Science
Manipal University
Master of Science (MSc), Information Technology
Wells Fargo Advisors October 2014 - Present
Morgan Stanley Wealth Management October 2011 - 2014
Sterne Agee 2006 - 2010
Piper Jaffray 1992 - 2005
Skills
Investments, Equities, Retirement Planning, Mutual Funds, Financial Analysis, Fixed Annuities, Securities, Wealth Preservation...
Education
Manhattanville College
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
University of St. Thomas
Master of Business Administration (MBA), Finance, General
Wells Fargo - FiNet April 2015 - Present
Wells Fargo Advisors June 2014 - March 2015
Accountemps September 2013 - November 2013
Scottrade October 2007 - March 2013
Scottrade May 2003 - October 2007
Scottrade March 1999 - May 2003
Allmerica Financial/Lincoln Financial Group 1995 - 1999
Skills
Mutual Funds, Series 7, Banking, Portfolio Management, Equities, Series 63, Investments, Credit, Relationship Management, Wealth Management, Securities, Financial Markets, Financial Analysis, Loans, Fixed Income
Education
Southwest Missouri State University 1990 — 1994
Finance and Insurance.
Maryville University of Saint Louis
Master of Business Administration (MBA), Business Administration and Management, General
Edward Jones February 2013 - Present
Wells Fargo Advisors April 1996 - February 2013
Skills
Series 7
Education
McNeese State University
Wells Fargo Advisors June 2014 - Present
Wells Fargo November 2012 - Present
Bank of America June 2012 - November 2012
Merrill Lynch October 2011 - June 2012
Greater Delray Beach Chamber of Commerce October 2011 - December 2011
Skills
Microsoft Office, Salesforce.com, Negotiation, Time Management, Management, Big Picture Thinking, Prioritization, Problem Solving, Strategic Planning, Project Management, Entrepreneurship, Investment Banking, Manage Client..., Client Relations Skills
Education
Lynn University 2009 — 2012
BS, International Business/Business Administration
EF Education First 2007 — 2008
Associated Spec Consultants, Inc. October 2013 - Present
Union Bank 2011 - 2013
Wells Fargo Advisors January 1999 - June 2010
Skills
Strategic Financial..., Portfolio Management, Construction Management, Financial Services, Mutual Funds, Sales Management, Investments, Construction Drawings, Banking, Sales, Series 7, Retirement Planning, Construction, Wealth Management
Education
Lynn University 1988 — 1992
Bachelor's degree
Barclays Investment Bank June 2015 - Present
Wells Fargo Advisors February 2014 - September 2014
Merrill Lynch March 2013 - September 2013
Nash Distributors, Inc. September 2012 - March 2013
Muchnick, Golieb and Golieb, P.C. January 2012 - January 2012
Skills
Stock Trading, Financial Planning, Customer Service, Strategic Planning, Budgets, Marketing Strategy, Negotiation, Market Research, Finance, Banking, Leadership, Direct Sales, Editing, Microsoft Excel, Sales Presentations, Public Speaking, PowerPoint, Project Management, Microsoft Office, Microsoft Word, Financial Analysis, Marketing, Team Building, Teamwork, Business Development, Financial Services, Account Management, Sales
Education
Lycoming College 2008 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
Glen Rock High School 2004 — 2008
PNC February 2012 - Present
Wells Fargo Advisors 1990 - 2010
Wells Fargo 1990 - 2010
Skills
Consumer Lending, Banking, Sales Management, Retail Banking, Customer Service, Credit, Small Business Lending, Mortgage Lending, Lines Of Credit, Cross Selling, Relationship Management, Loans, Commercial Banking
Education
Mercer University
Bachelor of Applied Science (B.A.Sc.), Social Psychology
Wells Fargo Advisors March 2009 - Present
none June 1943 - Present
Merrill Lynch September 1997 - March 2009
Defense Electronic Companies September 1966 - April 1997
Skills
Microsoft Office, Management, Social Media, Photoshop, Sales, Leadership, Strategy, Business Development, Team Leadership, Training
Education
Loyola University Maryland 1960 — 1964
Bachelor of Science (BS), Physics-Engineering
University of South Carolina-Columbia
Master of Science (MS), Electrical and Electronics Engineering
St. Luke's Hospital August 2014 - Present
Various June 2009 - Present
Wells Fargo Advisors 2007 - Present
A.G. Edwards & Sons, Inc. September 2005 - 2007
A.G. Edwards & Sons, Inc. May 2004 - September 2005
Skills
Ashtanga, Hatha Yoga, Vinyasa, Service Level Management, Incident Reporting, Systems Analysis, Negotiation, Data Analysis, Communication Skills, Public Speaking, Report Writing, Creative Writing, Business Analysis
Education
McKendree University 1997 — 2001
Bachelor of Arts (BA), Speech Communication and Rhetoric
Wells Fargo Advisors work with clients in managing their financial assets to achieve their financial goalsfinancial advisorMorgan StanleySeptember 2006 - November 2012
Education
Marion Military Institute
University of West Georgia
Wells Fargo Advisors July 2012 - Present
Skills
Office Management, Organizational..., Standards Compliance, Client Relations, Client Development, Account Management, Operations Management, Marketing Communications
Education
Medaille College 2003 — 2007
Wells Fargo Advisors 2008 - Present
Skills
Asset Allocation, Investments, Financial Advisory, Retirement, Retirement Planning
Education
McNeese State University 1969 — 1973
Bachelor's Degree, Accounting
Wells Fargo Advisors
Skills
Finance, Insurance, Securities, Investments, Banking, Financial Analysis, Portfolio Management, Customer Service, Public Speaking, Risk Management, Financial Services, FINRA
Education
St. Louis University School of Law 1990 — 1993
Juris Doctor (J.D.)
Marquette University 1984 — 1988
Bachelor's Degree, Business Administration and Financial Management