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
Howard Humphrey Howard Humphrey Vienna, West Virginia Details
Howard Humphrey's Wells Fargo Advisors Experience August 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2012 - Present
Merrill Lynch  May 1997 - August 2012

Education
Marietta College   1987 — 1990
Accounting/Economics, Accounting

Dylan DiMartino Dylan DiMartino New Orleans, Louisiana Details
Dylan DiMartino's Wells Fargo Advisors Experience January 2013 - May 2013
Job Deputy Regional Field Director at Campaign for Louisiana
Industry Political Organization
Experience
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

Jaclyn Barnes Jaclyn Barnes Novi, Michigan Details
Jaclyn Barnes's Wells Fargo Advisors Experience August 2011 - August 2014
Job Graduate Student at Michigan Technological University
Industry Computer Software
Experience
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

Laurie Emma Gizzi Laurie Emma Gizzi Myrtle Beach, South Carolina Details
Laurie Emma Gizzi's Wells Fargo Advisors Experience February 2010 - Present
Job Registered Client Associate Assistant Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Michael Eckberg Michael Eckberg Baltimore, Maryland Area Details
Michael Eckberg's Wells Fargo Advisors Experience January 2011 - July 2013
Job Assistant Coach at Towson University
Industry Sports
Experience
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

Eric Pone Eric Pone Greater Minneapolis-St. Paul Area Details
Eric Pone's Wells Fargo Advisors Experience February 2008 - September 2011
Job Financial Services Professional
Industry Financial Services
Experience
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

Daniel Gracey Daniel Gracey Greater St. Louis Area Details
Daniel Gracey's Wells Fargo Advisors Experience April 2014 - Present
Job CX Interaction Designer at Wells Fargo Advisors
Industry Design
Experience
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

Bryan A. McDonald Bryan A. McDonald Saint Louis, Missouri Details
Bryan A. McDonald's Wells Fargo Advisors Experience June 2008 - Present
Job VicePresident, AWMA,AAMS at Wells Fargo Advisors, Llc.
Industry Financial Services
Experience
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

James Duvor James Duvor Greater Minneapolis-St. Paul Area Details
James Duvor's Wells Fargo Advisors Experience April 2014 - Present
Job Assistant Vice PresidentRegional Banking Private Bankers
Industry Investment Banking
Experience
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

Roy Hargrove Roy Hargrove Williamsburg, Virginia Details
Roy Hargrove's Wells Fargo Advisors Experience
Job Senior Vice President Complex Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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.)

Becky Wilcox, CFA, FRM Becky Wilcox, CFA, FRM Greater Seattle Area Details
Becky Wilcox, CFA, FRM's Wells Fargo Advisors Experience March 1996 - September 1997
Job Director of Portfolio Management at Rainier Group Investment Advisory
Industry Investment Management
Experience
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

Jared Kling Jared Kling Miami/Fort Lauderdale Area Details
Jared Kling's Wells Fargo Advisors Experience October 2012 - September 2014
Job Investment Management PWM at BB&T
Industry Financial Services
Experience
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

Jennifer A. Betz Jennifer A. Betz Saint Louis, Missouri Details
Jennifer A. Betz's Wells Fargo Advisors Experience August 2013 - October 2014
Job Attorney at Law
Industry Law Practice
Experience
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

Kristy Young Kristy Young Greater St. Louis Area Details
Kristy Young's Wells Fargo Advisors Experience September 2014 - Present
Job Administrative Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Lauren Cantoni Lauren Cantoni Greater St. Louis Area Details
Lauren Cantoni's Wells Fargo Advisors Experience July 2013 - Present
Job Implementation Consultant, Advanced FA Education Program Management at Wells Fargo Advisors
Industry Financial Services
Experience
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

Tom Hargrove Tom Hargrove Dallas/Fort Worth Area Details
Tom Hargrove's Wells Fargo Advisors Experience July 2014 - Present
Job Senior Vice Presidents Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Sam Carlson Sam Carlson Greater St. Louis Area Details
Sam Carlson's Wells Fargo Advisors Experience May 2011 - February 2012
Job Aftersales Consultant at St. Louis Motorcars
Industry Financial Services
Experience
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

Jody Mansfield Wallace Jody Mansfield Wallace Raleigh-Durham, North Carolina Area Details
Jody Mansfield Wallace's Wells Fargo Advisors Experience August 1998 - Present
Job Financial Advisor, Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Kristin McCann Kristin McCann Scranton, Pennsylvania Area Details
Kristin McCann's Wells Fargo Advisors Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

John Postel John Postel Greater St. Louis Area Details
John Postel's Wells Fargo Advisors Experience May 2013 - March 2014
Job Sr. Trainer at NISA Investment Advisors, L.L.C.
Industry Professional Training & Coaching
Experience
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

Justin Keen Justin Keen Maryville, Tennessee Details
Justin Keen's Wells Fargo Advisors Experience August 2010 - August 2011
Job Small Business Owner and Website Developer.
Industry Consumer Goods
Experience
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

Amus Stevens Amus Stevens Bronx, New York Details
Amus Stevens's Wells Fargo Advisors Experience December 2012 - July 2014
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Adam Ibrahim, MBA, MS Adam Ibrahim, MBA, MS Greater Atlanta Area Details
Adam Ibrahim, MBA, MS's Wells Fargo Advisors Experience May 2010 - August 2010
Job Registered Client Associate at D'Meza Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Truett Davis Truett Davis San Francisco Bay Area Details
Truett Davis's Wells Fargo Advisors Experience January 2009 - May 2009
Job President at BEST Holdings
Industry Investment Banking
Experience
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

Michael Binder Michael Binder Greater Chicago Area Details
Michael Binder's Wells Fargo Advisors Experience June 2007 - April 2009
Job Financial Advisor, Northern Trust Securities, Inc.
Industry Financial Services
Experience
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

Breck Light Breck Light Lynchburg, Virginia Area Details
Breck Light's Wells Fargo Advisors Experience May 2011 - August 2011
Job Bank Officier Trainee at First National Bank
Industry Financial Services
Experience
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

Jim Bednarek Jim Bednarek Greater St. Louis Area Details
Jim Bednarek's Wells Fargo Advisors Experience September 1994 - Present
Job App Systems Engineer at Wells Fargo Advisors
Industry Financial Services
Experience
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

Casey (Cholminski) Rivera Casey (Cholminski) Rivera Highland Lakes, New Jersey Details
Casey (Cholminski) Rivera's Wells Fargo Advisors Experience January 2009 - August 2009
Job Senior Consultant at Tagetik
Industry Information Technology and Services
Experience
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

John A Spensieri John A Spensieri San Francisco Bay Area Details
John A Spensieri's Wells Fargo Advisors Experience February 2007 - April 2010
Job Consultant Spensieri Contemporry Art (SCA)
Industry Fine Art
Experience
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

Natalie Tite Natalie Tite Greater Detroit Area Details
Natalie Tite's Wells Fargo Advisors Experience July 2015 - Present
Job Registered Client Service Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Marina Solomon Marina Solomon Greater Chicago Area Details
Marina Solomon's Wells Fargo Advisors Experience May 2007 - May 2014
Job Director of Client Relations at Left Brain Wealth Management
Industry Financial Services
Experience
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

Cheryl White, CFP® Cheryl White, CFP® Chapel Hill, North Carolina Details
Cheryl White, CFP®'s Wells Fargo Advisors Experience January 2014 - Present
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Mark Cubic Mark Cubic Fort Wayne, Indiana Details
Mark Cubic's Wells Fargo Advisors Experience January 2009 - November 2010
Job Exclusive Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Carla Amschler Carla Amschler Greater St. Louis Area Details
Carla Amschler's Wells Fargo Advisors Experience August 2013 - Present
Job Vice President, Campaigns at Wells Fargo Advisors
Industry Retail
Experience
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

Matt Fick Matt Fick Ballwin, Missouri Details
Matt Fick's Wells Fargo Advisors Experience December 2014 - Present
Job User Experience Designer at Wells Fargo Advisors
Industry Design
Experience
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

Adrienne Rammohan Adrienne Rammohan Saint Louis, Missouri Details
Adrienne Rammohan's Wells Fargo Advisors Experience August 2012 - February 2014
Job Director of Agent Services at Keller Williams Realty St. Louis
Industry Financial Services
Experience
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

Laurie Moore Laurie Moore Greater St. Louis Area Details
Laurie Moore's Wells Fargo Advisors Experience January 2014 - Present
Job Experience in Project Management, People Management, Relationship Management, Account Management, & Business Analysis
Industry Financial Services
Experience
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

Bridget Essma MBA Bridget Essma MBA Greater Minneapolis-St. Paul Area Details
Bridget Essma MBA's Wells Fargo Advisors Experience 2004 - 2005
Job Business Initiatives Manager at Wells Fargo Insurance Services
Industry Financial Services
Experience
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

Phillip Frascarelli Phillip Frascarelli Greater Philadelphia Area Details
Phillip Frascarelli's Wells Fargo Advisors Experience December 2014 - Present
Job Personal Banker at Wells Fargo NMLSR 1176892
Industry Financial Services
Experience
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.

Robert Graziano Robert Graziano Greater New York City Area Details
Robert Graziano's Wells Fargo Advisors Experience June 2009 - September 2009
Job Associate at Standard & Poor's
Industry Financial Services
Experience
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

Peter Kovach Peter Kovach Miami/Fort Lauderdale Area Details
Peter Kovach's Wells Fargo Advisors Experience September 2013 - December 2013
Job Margin Analyst Intern at Quicken Loans
Industry Capital Markets
Experience
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

Kirk Greer Kirk Greer Fairview Heights, Illinois Details
Kirk Greer's Wells Fargo Advisors Experience October 2010 - March 2013
Job Benefits Representative at Southern Illinois University Edwardsville
Industry Financial Services
Experience
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

Brian Maleski Brian Maleski Greensboro, North Carolina Details
Brian Maleski's Wells Fargo Advisors Experience April 2003 - May 2012
Job Operations Manager at TPG Consulting, LLC
Industry Financial Services
Experience
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

Renee M Krug Renee M Krug Trenton, New Jersey Details
Renee M Krug's Wells Fargo Advisors Experience June 2014 - September 2014
Job Administrative Assistant at New Jersey Economic Development Authority (NJEDA)
Industry Consumer Services
Experience
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

AMY HESSENAUER AMY HESSENAUER Greater Milwaukee Area Details
AMY HESSENAUER's Wells Fargo Advisors Experience January 2013 - Present
Job Financial Advisor | Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Elena Kakogiannis Elena Kakogiannis Greater Pittsburgh Area Details
Elena Kakogiannis's Wells Fargo Advisors Experience July 2015 - Present
Job Assistant Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jeffrey M. Fabbri, CPA, AIF® Jeffrey M. Fabbri, CPA, AIF® Lisle, Illinois Details
Jeffrey M. Fabbri, CPA, AIF®'s Wells Fargo Advisors Experience August 2007 - February 2013
Job Private Wealth Manager at UPSTREAM Investment Partners | Certified Public Accountant | Accredited Investment Fiduciary®
Industry Financial Services
Experience
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

Dewana Harris Dewana Harris Mobile, Alabama Details
Dewana Harris's Wells Fargo Advisors Experience February 2006 - July 2007
Job Service Coordinator
Industry Medical Devices
Experience
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

Cassandra J. Lang Cassandra J. Lang Greater St. Louis Area Details
Cassandra J. Lang's Wells Fargo Advisors Experience January 2012 - February 2013
Job Social Media Engagement Manager
Industry Marketing and Advertising
Experience
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

Chris Husted Chris Husted Greater St. Louis Area Details
Chris Husted's Wells Fargo Advisors Experience February 2008 - March 2011
Job Application Engineer at Local Financial Services Company
Industry Information Technology and Services
Experience
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

George Dircks, Jr. George Dircks, Jr. Baltimore, Maryland Area Details
George Dircks, Jr.'s Wells Fargo Advisors Experience February 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Lagna Parija Lagna Parija San Francisco, California Details
Lagna Parija's Wells Fargo Advisors Experience 2012 - 2012
Job Strategy | Consulting | Product Management
Industry Financial Services
Experience
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

Thomas Muldowney Thomas Muldowney Greater Chicago Area Details
Thomas Muldowney's Wells Fargo Advisors Experience January 2009 - Present
Job Financial Advisor, Senior Vice PresidentInvestments At Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

Buddy Kitselman Buddy Kitselman Greater New York City Area Details
Buddy Kitselman's Wells Fargo Advisors Experience September 1998 - January 2002
Job Senior Associate at Booz Allen Hamilton
Industry Financial Services
Experience
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

Joanne Maguire, CFP® Joanne Maguire, CFP® Virginia Beach, Virginia Details
Joanne Maguire, CFP®'s Wells Fargo Advisors Experience July 2007 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2007 - Present

Education
Lynchburg College   2003 — 2007
Business Administration, History, English

Ellen L. Pieper, PMP Ellen L. Pieper, PMP Greater St. Louis Area Details
Ellen L. Pieper, PMP's Wells Fargo Advisors Experience November 2009 - May 2010
Job Sr Consultant at MasterCard
Industry Information Technology and Services
Experience
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

Diana Goff Diana Goff Lorena, Texas Details
Diana Goff's Wells Fargo Advisors Experience February 2001 - April 2011
Job Financial Services Professional
Industry Financial Services
Experience
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

Anthony DeSimone Anthony DeSimone Greater New York City Area Details
Anthony DeSimone's Wells Fargo Advisors Experience October 2014 - Present
Job Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kimberly Ellis, SPHR, SHRM-SCP Kimberly Ellis, SPHR, SHRM-SCP Rancho Palos Verdes, California Details
Kimberly Ellis, SPHR, SHRM-SCP's Wells Fargo Advisors Experience February 2008 - Present
Job Vice President, Human Resource Business Partner at Wells Fargo Advisors
Industry Human Resources
Experience
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

Brent Carrothers Brent Carrothers Jacksonville, Florida Area Details
Brent Carrothers's Wells Fargo Advisors Experience October 2010 - February 2014
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Russell Rabadeau Russell Rabadeau Greater New York City Area Details
Russell Rabadeau's Wells Fargo Advisors Experience July 2010 - Present
Job Vice President, Investment Officer at Rabadeau Investment Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Nicholas T. Nolan Nicholas T. Nolan Omaha, Nebraska Details
Nicholas T. Nolan's Wells Fargo Advisors Experience 2010 - 2011
Job Pricing Lead at Bank of the West
Industry Financial Services
Experience
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

Cherie Sigmund Cherie Sigmund Greater St. Louis Area Details
Cherie Sigmund's Wells Fargo Advisors Experience January 2010 - October 2011
Job QA Analyst and Business Analyst
Industry Financial Services
Experience
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

William (Bill) Eitze William (Bill) Eitze Baltimore, Maryland Area Details
William (Bill) Eitze's Wells Fargo Advisors Experience February 2005 - Present
Job Financial Advisor First Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Lisa Braun Lisa Braun Imperial, Missouri Details
Lisa Braun's Wells Fargo Advisors Experience January 2012 - Present
Job Analytics Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Laura Mater, PMP Laura Mater, PMP Greater St. Louis Area Details
Laura Mater, PMP's Wells Fargo Advisors Experience December 2012 - April 2015
Job Director of Business Strategy, Transformation and Optimization at UniGroup Logistics
Industry Information Technology and Services
Experience
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

Margaret Cannon Margaret Cannon Huntington, West Virginia Details
Margaret Cannon's Wells Fargo Advisors Experience July 2014 - Present
Job Pcg Registered Client Associate
Industry Financial Services
Experience
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

Joshua Basinski Joshua Basinski Greater St. Louis Area Details
Joshua Basinski's Wells Fargo Advisors Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

L. Sabrina Adams L. Sabrina Adams Richmond, Virginia Area Details
L. Sabrina Adams's Wells Fargo Advisors Experience 2002 - 2004
Job Operations Coordinator at Protiviti Inc.
Industry Accounting
Experience
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

Rachel Bacheller Rachel Bacheller Greater Detroit Area Details
Rachel Bacheller's Wells Fargo Advisors Experience February 2008 - October 2009
Job Account Executive at George P Johnson Experience Marketing
Industry Marketing and Advertising
Experience
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

Chris McCarthy Chris McCarthy Greater Chicago Area Details
Chris McCarthy's Wells Fargo Advisors Experience January 2013 - May 2015
Job Financial Advisor at Byline Bank / Investment Professionals Inc
Industry Financial Services
Experience
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

Bill Reap CRPC® Bill Reap CRPC® Greater Chicago Area Details
Bill Reap CRPC®'s Wells Fargo Advisors Experience April 2007 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Cory Moore Cory Moore Chicago, Illinois Details
Cory Moore's Wells Fargo Advisors Experience June 2010 - March 2011
Job Analyst at Riveron Consulting
Industry Financial Services
Experience
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

Brent Best Brent Best Charleston, West Virginia Details
Brent Best's Wells Fargo Advisors Experience March 2000 - Present
Job Associate Vice PresidentInvestmens at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Silas John Stephen Silas John Stephen Greater St. Louis Area Details
Silas John Stephen's Wells Fargo Advisors Experience October 2007 - Present
Job AVP at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Jim Mellendick Jim Mellendick Baltimore, Maryland Area Details
Jim Mellendick's Wells Fargo Advisors Experience 2009 - 2011
Job VP, Affluent Sales Leader at Wells Fargo
Industry Financial Services
Experience
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

Jack Reilly Jack Reilly Greater New York City Area Details
Jack Reilly's Wells Fargo Advisors Experience June 2012 - August 2012
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
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

Carol Wilke Carol Wilke Greater St. Louis Area Details
Carol Wilke's Wells Fargo Advisors Experience February 2013 - Present
Job Systems QA Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Mitchell Fine Mitchell Fine Greater New York City Area Details
Mitchell Fine's Wells Fargo Advisors Experience 2009 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Nicole Nash Nicole Nash Virginia Beach, Virginia Details
Nicole Nash's Wells Fargo Advisors Experience June 2013 - August 2013
Job Sales Associate at Gold Key/PHR Hotels & Resorts
Industry Financial Services
Experience
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

Stuart Scibetta Stuart Scibetta Tucson, Arizona Details
Stuart Scibetta's Wells Fargo Advisors Experience June 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Christian Brand Christian Brand Dallas/Fort Worth Area Details
Christian Brand's Wells Fargo Advisors Experience April 2014 - Present
Job
Industry Financial Services
Experience
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

Jack Kornmann Jack Kornmann Greater St. Louis Area Details
Jack Kornmann's Wells Fargo Advisors Experience 2008 - Present
Job Apps System Engineer at Wells Fargo Advisors
Industry Financial Services
Experience
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

David Endres David Endres Greater St. Louis Area Details
David Endres's Wells Fargo Advisors Experience January 2009 - Present
Job Technical Lead at Wells Fargo Advisors
Industry Financial Services
Experience
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

Amy Champion-Thomas Amy Champion-Thomas Washington D.C. Metro Area Details
Amy Champion-Thomas's Wells Fargo Advisors Experience June 2005 - Present
Job Asst. VP Branch Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Timothy Riddle Timothy Riddle Charleston, West Virginia Details
Timothy Riddle's Wells Fargo Advisors Experience January 1990 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors   January 1990 - Present
Mutual of Omaha  January 1984 - December 1988

Education
Marshall University   1975 — 1979
BBA, Finance, Economics

Dana Fulton Dana Fulton San Francisco Bay Area Details
Dana Fulton's Wells Fargo Advisors Experience January 2006 - July 2008
Job Social Media Content Manager, Education Financing at Wells Fargo
Industry Marketing and Advertising
Experience
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

Chandler Cole Chandler Cole Greater Atlanta Area Details
Chandler Cole's Wells Fargo Advisors Experience 2001 - Present
Job Assistant Vice President Market Administrator at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2001 - Present

Education
Lynn University   1989 — 1993
Bachelor of Science, Business Administration

Jon Eric Dodd Jon Eric Dodd Macon, Georgia Details
Jon Eric Dodd's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Advisor at The Ketterbaugh Jungberg Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Charles Milton Charles Milton Greater St. Louis Area Details
Charles Milton's Wells Fargo Advisors Experience May 2011 - Present
Job Vice PresidentBusiness Development Consultant at Wells Fargo Advisors
Industry Investment Management
Experience
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

Lou Paolillo Lou Paolillo Greater New York City Area Details
Lou Paolillo's Wells Fargo Advisors Experience May 2009 - May 2011
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
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

Aimee Dearsley Aimee Dearsley Greater St. Louis Area Details
Aimee Dearsley's Wells Fargo Advisors Experience March 1999 - Present
Job FA Integration Marketing Manager, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 1999 - Present

Education
Mary Baldwin College   1988 — 1992
Bachelor of Arts, Arts Management & Art History

Guohong Liu Guohong Liu Hartford, Connecticut Area Details
Guohong Liu's Wells Fargo Advisors Experience November 2008 - February 2011
Job Financial Engineer, Risk Manager at Hartford Financial Services Group
Industry Financial Services
Experience
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

Brendan Reynolds Brendan Reynolds Greater New York City Area Details
Brendan Reynolds's Wells Fargo Advisors Experience August 2015 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Keri Schrumpf Keri Schrumpf Greater St. Louis Area Details
Keri Schrumpf's Wells Fargo Advisors Experience January 2008 - Present
Job Compensation Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Abu Mathew Abu Mathew Greater Milwaukee Area Details
Abu Mathew's Wells Fargo Advisors Experience August 2007 - January 2012
Job Senior Project Manager Enterprise Mobility, at Infosys
Industry Information Technology and Services
Experience
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

Margo Fanning Margo Fanning Greater St. Louis Area Details
Margo Fanning's Wells Fargo Advisors Experience April 2013 - Present
Job Project Manager at Wells Fargo Advisors, Business Services Group
Industry Financial Services
Experience
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

Stevie Calicutt Stevie Calicutt Greater St. Louis Area Details
Stevie Calicutt's Wells Fargo Advisors Experience January 2008 - Present
Job Application Systems Engineer Assistant Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
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

Joshua P. Ritz Joshua P. Ritz Baltimore, Maryland Area Details
Joshua P. Ritz's Wells Fargo Advisors Experience 2010 - Present
Job Regional Brokerage Manager, SVP at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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)

Toma Belizaire, MBA Toma Belizaire, MBA Washington D.C. Metro Area Details
Toma Belizaire, MBA's Wells Fargo Advisors Experience May 2015 - Present
Job Operations Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kathy Darnell Kathy Darnell Greater St. Louis Area Details
Kathy Darnell's Wells Fargo Advisors Experience March 2008 - December 2008
Job VicePresident,Advisory Market Manager at Stifel Nicolaus
Industry Financial Services
Experience
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

A.J. Webb A.J. Webb Cincinnati, Ohio Details
A.J. Webb's Wells Fargo Advisors Experience January 2008 - June 2009
Job Legal Intern/Incoming Associate at Frost Brown Todd
Industry Law Practice
Experience
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

Joseph Gianino Joseph Gianino Greater St. Louis Area Details
Joseph Gianino's Wells Fargo Advisors Experience June 2009 - Present
Job Channel Manager/ V.P. at Wells Fargo Advisors
Industry Financial Services
Experience
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

Robert Curry Robert Curry Charlotte, North Carolina Area Details
Robert Curry's Wells Fargo Advisors Experience June 2014 - Present
Job Trading Service Representative at Wells Fargo Advisors
Industry Financial Services
Experience
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

Scott Gongorek Scott Gongorek Greater Chicago Area Details
Scott Gongorek's Wells Fargo Advisors Experience April 2007 - Present
Job Managing DirectorInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2007 - Present

Education
Marquette University   1976 — 1980
Bachelor of Business Administration (B.B.A.)

Blayne Bauman Stange Blayne Bauman Stange Greater St. Louis Area Details
Blayne Bauman Stange's Wells Fargo Advisors Experience May 2014 - Present
Job Implementation Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Bryan Gately Bryan Gately Lutherville Timonium, Maryland Details
Bryan Gately's Wells Fargo Advisors Experience September 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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.

Chris Coppedge Chris Coppedge Richmond, Virginia Area Details
Chris Coppedge's Wells Fargo Advisors Experience 2009 - 2010
Job Information Technology / Ministry
Industry Information Technology and Services
Experience
Information Technology  January 1998 - January 2013
Wells Fargo Advisors   2009 - 2010

Education
Malone College   1998 — 2003
Bachelor of Arts, Bible and Theology

Jamie Doby Jamie Doby Waco, Texas Area Details
Jamie Doby's Wells Fargo Advisors Experience January 2010 - April 2011
Job Owner/Operator at Dogspaw Mobile Grooming
Industry Consumer Services
Experience
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

Kimberly Wilcox-Rice, PMP Kimberly Wilcox-Rice, PMP Greater St. Louis Area Details
Kimberly Wilcox-Rice, PMP's Wells Fargo Advisors Experience August 2010 - Present
Job Vice President at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Steve Minor Steve Minor Columbia, Maryland Details
Steve Minor's Wells Fargo Advisors Experience May 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Matt Schmit Matt Schmit Greater Chicago Area Details
Matt Schmit's Wells Fargo Advisors Experience May 2004 - October 2009
Job Financial Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
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

Seth Jones Seth Jones Bangor, Maine Area Details
Seth Jones's Wells Fargo Advisors Experience September 2002 - September 2006
Job Senior Minister at Rockland Congregational Church
Industry Religious Institutions
Experience
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

Tony Mathew Tony Mathew Bellevue, Washington Details
Tony Mathew's Wells Fargo Advisors Experience August 2010 - January 2012
Job Senior Consultant Business Intelligence and Analytics
Industry Information Technology and Services
Experience
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

Ashley Bartram Ashley Bartram Greater Atlanta Area Details
Ashley Bartram's Wells Fargo Advisors Experience November 2011 - March 2013
Job Account Executive Vonage Business
Industry Telecommunications
Experience
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

John A. Banks John A. Banks Greater Philadelphia Area Details
John A. Banks's Wells Fargo Advisors Experience March 2006 - Present
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Richard Dunagan Richard Dunagan Austin, Texas Area Details
Richard Dunagan's Wells Fargo Advisors Experience March 2001 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Lynn Getchman Lynn Getchman Greater St. Louis Area Details
Lynn Getchman's Wells Fargo Advisors Experience February 2010 - July 2010
Job Project Management/Process Improvement
Industry Management Consulting
Experience
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

Noelle Yantz Noelle Yantz Charlotte, North Carolina Area Details
Noelle Yantz's Wells Fargo Advisors Experience September 2008 - September 2011
Job Financial Consultant at Wells Fargo Securities
Industry Financial Services
Experience
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

Cheryl Rexroat Cheryl Rexroat Mesa, Arizona Details
Cheryl Rexroat's Wells Fargo Advisors Experience April 2012 - Present
Job Phone Banker I at Wells Fargo Advisors
Industry Financial Services
Experience
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

Latrice Anatole Latrice Anatole Greater New York City Area Details
Latrice Anatole's Wells Fargo Advisors Experience January 2012 - Present
Job Retail Management
Industry Retail
Experience
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

Terri Chier Terri Chier Greater St. Louis Area Details
Terri Chier's Wells Fargo Advisors Experience January 2013 - Present
Job Sr. Administrative Assistant with FiNet at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Becky Tavera Clark Becky Tavera Clark San Francisco Bay Area Details
Becky Tavera Clark's Wells Fargo Advisors Experience September 2009 - October 2010
Job Licensing Acquisition Manager at DEFY Media
Industry Media Production
Experience
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

Thomas Antony Thomas Antony Saint Louis, Missouri Details
Thomas Antony's Wells Fargo Advisors Experience January 2014 - Present
Job Cognizant Sr.Associate Projects at Wells Fargo Advisors
Industry Computer Software
Experience
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

catharine mcclintock catharine mcclintock Greater Minneapolis-St. Paul Area Details
catharine mcclintock's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Tony Viviano Tony Viviano Greater St. Louis Area Details
Tony Viviano's Wells Fargo Advisors Experience June 2014 - March 2015
Job Assistant Vice President Regional Risk Supervisor at Wells Fargo FiNet
Industry Financial Services
Experience
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

Malana Helton Malana Helton United States Details
Malana Helton's Wells Fargo Advisors Experience April 1996 - February 2013
Job
Industry
Experience
Edward Jones  February 2013 - Present
Wells Fargo Advisors   April 1996 - February 2013

Skills
Series 7

Education
McNeese State University

Adrian Caldera Adrian Caldera Miami/Fort Lauderdale Area Details
Adrian Caldera's Wells Fargo Advisors Experience June 2014 - Present
Job Broker Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

John A. Emery John A. Emery Edmonds, Washington Details
John A. Emery's Wells Fargo Advisors Experience January 1999 - June 2010
Job National Sales Manager at Associated Spec Consultants, Inc.
Industry Architecture & Planning
Experience
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

Brad Stevens Brad Stevens Greater New York City Area Details
Brad Stevens's Wells Fargo Advisors Experience February 2014 - September 2014
Job Business Analyst; Global Operations and Infrastructure at Barclays Capital Inc.
Industry Investment Banking
Experience
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

Ollie Hensley Ollie Hensley Marietta, Georgia Details
Ollie Hensley's Wells Fargo Advisors Experience 1990 - 2010
Job Service Manager at PNC
Industry Financial Services
Experience
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

Phil Dietz Phil Dietz Mclean, Virginia Details
Phil Dietz's Wells Fargo Advisors Experience March 2009 - Present
Job Me
Industry Investment Management
Experience
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

Jennifer Zahn Jennifer Zahn Fenton, Missouri Details
Jennifer Zahn's Wells Fargo Advisors Experience 2007 - Present
Job Incident Analyst & Service Level Management
Industry Financial Services
Experience
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

Whit Matthews Whit Matthews Macon, Georgia Details
Whit Matthews's Wells Fargo Advisors Experience work with clients in managing their financial assets to achieve their financial goalsfinancial advisorMorgan StanleySeptember 2006 - November 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Trish Del Prince Trish Del Prince Depew, New York Details
Trish Del Prince's Wells Fargo Advisors Experience July 2012 - Present
Job Operations Manager, Beck Financial Group, LLC
Industry Financial Services
Experience
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

William Blakeman William Blakeman New Orleans, Louisiana Details
William Blakeman's Wells Fargo Advisors Experience 2008 - Present
Job Senior Vice President Complex Manager Southern Louisiana Complex
Industry Financial Services
Experience
Wells Fargo Advisors   2008 - Present

Skills
Asset Allocation, Investments, Financial Advisory, Retirement, Retirement Planning

Education
McNeese State University   1969 — 1973
Bachelor's Degree, Accounting

Matthew Salamon Matthew Salamon Saint Louis, Missouri Details
Matthew Salamon's Wells Fargo Advisors Experience
Job Wells Fargo & Co.
Industry Financial Services
Experience
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

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