Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Wells Fargo Advisors March 2009 - Present
UBS October 1999 - March 2009
Education
Metropolitan State University 2009 — 2013
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Minneapolis Community and Technical College 2009 — 2012
Associate of Arts and Sciences (AAS), Graphic Design - Print Media
Wells Fargo Advisors February 2015 - Present
Benjamin F. Edwards & Co. June 2010 - February 2015
Wells Fargo Advisors April 2005 - June 2010
A.G. Edwards & Sons, Inc. April 2005 - June 2007
Education
Millikin University
Bachelor of Science (B.S.), Biology
Richland Community College
Associate of Science (A.S.), Science
Warrensburg-Latham High School
Wells Fargo Advisors February 2001 - Present
Chase Taylor Financial Corporation February 2004 - July 2007
Prudential Securities September 2001 - February 2004
Education
The American College 2006 — 2007
Chartered Financial Consultant, Retirement and Estate Planning
Minnesota State University, Mankato 2004 — 2006
Certified Financial Planner, Comprehensive Financial Planning Aspects
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Individualized Studies, Business Management, Communications, Spanish
Farmington High School 1995 — 1998
Raytheon Cyber Products, Inc. May 2015 - Present
US Army November 1998 - Present
Jackson Poole Estates October 2004 - Present
Ameriprise Financial Services, Inc. February 2012 - March 2015
Wells Fargo Advisors November 2008 - October 2011
Edward Jones February 2007 - October 2008
Skills
Series 7, Series 66, Stocks, Bonds, Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning, Account Management, Team Leadership, Microsoft Office, iWork, Java, SQL, Uniform Combined State..., Banking, Investments, PowerPoint, Series 63, Options, Microsoft Excel, Sales, Wealth Management, Retirement, Life Insurance, CRM, Insurance, Securities, Management, Finance
Education
Metropolitan State University 2012 — 2014
Bachelor's Degree, Computer Science, Currently a 3.75
Minnesota State University, Mankato 2000 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Buffalo High School
Southern Farm Bureau Life Insurance Company August 2013 - Present
Delek US Holdings January 2013 - August 2013
Mississippi State University January 2012 - December 2012
Logan Partners Inc. January 2011 - May 2011
Wells Fargo Advisors January 2011 - May 2011
Education
Mississippi State University 2012 — 2013
Master of Business Administration (MBA), Business/Commerce, General, 4.0
Mississippi State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Ameriprise Financial Services, Inc. June 2012 - Present
Wells Fargo Advisors June 2007 - June 2012
Piper Jaffray / UBS August 2004 - June 2007
AXA Advisors June 2002 - August 2004
TekRep, Inc. December 1989 - June 2002
Education
Minnesota State University, Mankato 1972 — 1975
Bachelor of Science, Business Administration
Wells Fargo Advisors August 2014 - Present
UBS Financial Services Inc. September 2000 - August 2014
Prudential Financial August 1994 - September 2000
Dean Witter October 1990 - August 1994
Michigan National Bank 1987 - 1988
Skills
Investments, Wealth Management, Asset Allocation, Risk Management, Finance, Strategy, Alternative Investments, Retirement Planning, Mergers & Acquisitions, Mutual Funds, Investment Advisory, Strategic Planning, Portfolio Management, Marketing, Asset Management, Business Strategy, Leadership, Due Diligence, Business Development, Customer Service, Team Building, Sales Management, Program Management, Negotiation, Public Speaking
Education
University of Pennsylvania - The Wharton School 2006 — 2006
Certified Investment Management Analysts, Finance and Financial Management Services
Michigan State University 1985 — 1989
Business, Financial Administration
East Lansing High School 1981 — 1985
High School, High School Diploma
Wells Fargo Advisors December 2013 - Present
Wintrust Wealth Management January 2012 - December 2013
Wintrust Wealth Management January 2008 - December 2011
Robert W. Baird & Co. May 2004 - January 2008
Liebert Financial Services February 2000 - September 2003
Skills
Financial Guidance, Retirement Planning, Wealth Preservation..., Financial Advisory, Relationship Management, 401k Rollovers, Insurance, Investment planning, Asset Allocation
Education
Crestwood High School, Dearborn Hgts., MI
Michigan Technological University
Bachelor of Science (BS)
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. October 2011 - Present
Bernstein Global Wealth Management April 2011 - September 2011
Wells Fargo Advisors January 2008 - July 2011
Prudential Financial July 2008 - February 2009
State Farm Insurance July 2005 - March 2006
Education
Metropolitan State University 2006 — 2008
B.A. Professional Communications, Writing, Speaking/Presentation, Interpersonal Communication.
Ameriprise Financial Services, Inc. January 2012 - Present
Wells Fargo Advisors April 1998 - January 2012
Skills
Investments, Finance, Mutual Funds, Retirement Planning, Wealth Management, Financial Advisory, Securities, Strategic Financial..., Retirement, Uniform Combined State..., Asset Allocation, IRAs, Investment Advisory, Series 7
Education
Mississippi College 1988 — 1993
Business Administration
PNC Investments 2014 - Present
St. Edward High School 2003 - Present
Fifth Third Bank 2013 - 2014
Wells Fargo Advisors 2012 - 2013
Healthcare Services Group, Inc. 2012 - 2012
DMC Restaurants 2009 - 2012
St. Edward High School 2006 - 2008
Cleveland Municipal School District 2003 - 2005
Education
Miami University 1999 — 2003
Bachelor's Degree, Secondary Social Studies Education
St. Edward High School 1995 — 1999
HS, Honors College Prep
Kerri Ann Design, LLC May 2014 - Present
Wells Fargo Advisors August 2012 - Present
SCHERMER January 2015 - July 2015
Apex Information Technologies February 2014 - July 2014
CIGNA Behavioral Health August 2011 - July 2012
US Bank March 2007 - April 2010
Skills
Illustration, Adobe Creative Suite, Adobe Professional, Customer Service, Customer Satisfaction, Project Coordination, Invoicing, Project Management, Mortgage Lending, Brand Implementation, Microsoft Office, Strategic Planning, Management, LLC, Quality Assurance, Teamwork, Branding & Identity, Time Management, Marketing, Accounting, Sales, Data Entry, Microsoft Word, PowerPoint, Event Planning, Inventory Management, Microsoft Excel, SharePoint, Microsoft Publisher, Access, Lotus Notes, Training, Social Media, Outlook, Analysis, Data Analysis, Team Leadership, Finance, Design & Access...
Education
Metropolitan State University 2010 — 2011
Bachelor of Arts, Cultural Studies and Art
University of Minnesota-Twin Cities 2007 — 2009
Bachelor's degree, Cultural Studies/Critical Theory and Analysis
North Hennepin Community College 2003 — 2005
Associate of Arts (A.A.), General Studies
Wells Fargo Advisors January 2014 - Present
Education
Minnesota State University, Mankato 1985 — 1989
Bachelor's degree, Accounting
Wells Fargo Advisors July 2012 - Present
Ameren May 2011 - August 2011
Northwestern Mutual May 2010 - August 2010
Skills
Financial Analysis, At Multitasking, Teamwork, Trading, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies, Communication, Presentation Skills, Conflict Resolution, Conflict Management, Team Leadership, Economic Research, Economic Forecasting, PowerPoint, Finance, Research, Public Speaking, Time Management, Leadership
Education
Saint Louis University 2013 — 2015
Master of Business Administration (M.B.A.)
Millikin University 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.75
Stonetown Capital Group May 2015 - July 2015
Habitat for Humanity International April 2012 - January 2015
Putnam Equities, LLC June 2014 - September 2014
Morgan Stanley Wealth Management May 2014 - May 2014
Middlebury College February 2014 - May 2014
Wells Fargo Advisors May 2013 - July 2013
Integrated Sports Therapy May 2011 - June 2011
Skills
Community Outreach, Nonprofits, Community Development, Spanish, Microsoft Word, Microsoft Excel, SPSS, Leadership, PowerPoint, Microsoft Office
Education
Middlebury College 2012 — 2016
Political Science
The Hotchkiss School 2011 — 2012
Staples High School 2007 — 2011
Wells Fargo Advisors July 2012 - Present
Advanced Energy March 2007 - June 2012
Sun Microsystems/StorageTek 1999 - 2007
Dick Hannah Dealerships 1997 - 1999
The Reynolds and Reynolds Company 1994 - 1997
Skills
Project Management, Cross-functional Team..., Retirement Planning, Insurance, Financial Advisory, IRAs, 401k Rollovers, 529 Plans, Education Funding, Multi-generational..., Estate Planning...
Education
Mills College 1988 — 1992
Bachelor of Arts (BA), Computer Science, Cross-cultural Studies, Languages
Wells Fargo Advisors September 2015 - Present
Panera Bread October 2014 - September 2015
Elsevier December 2011 - October 2014
US Bank Home Mortgages July 2011 - December 2011
Wells Fargo Advisors, LLC January 2010 - July 2011
MasterCard April 2008 - December 2009
Maritz Loyalty Marketing January 2008 - April 2008
Maritz Loyalty Marketing January 2007 - December 2007
Maritz Loyalty Marketing June 2006 - December 2006
Maritz Global Technology Services February 2005 - May 2006
Skills
Program Management, SDLC, Project Portfolio..., MS Project, Business Analysis, PMO, Strategy, Integration, E-commerce, Software Project..., Project Management, Team Leadership, Agile Project Management, SQL, Cross-functional Team..., Testing, Loyalty Programs, Project Planning, Enterprise Software, Business Relationship..., Data Security, Vendor Management, Mobile Applications, PCI DSS, Acquisition Integration, Web Design, WordPress, Wearable Computing, Educational Technology, Business Intelligence, Microsoft Project
Education
University of Missouri-Saint Louis 1999 — 2001
Chancellor’s Certificate on the Computer
Midwestern State University 1988 — 1990
BBA
St. Louis Community College 1986 — 1988
AA
St. Louis University High School 1980 — 1984
Bell Investments June 2012 - Present
State Farm 2011 - 2012
Wells Fargo Advisors March 2002 - September 2011
Skills
Retirement Planning, Mutual Funds, Banking, Financial Analysis, Portfolio Management, Strategic Financial..., Fixed Income, Equities, Asset Management, Investment Advisory, Securities, Retirement, Alternative Investments, Investment Strategies, Estate Planning, Fixed Annuities, Variable Annuities, Life Insurance, Financial Planning
Education
Minnesota State University, Moorhead 1997 — 2000
Bachelor of Science (BS), Finance, General
Fidelity Investments January 2015 - Present
Fidelity Investments May 2014 - January 2015
Wells Fargo Advisors September 2014 - November 2014
Robert W. Baird & Co. August 2014 - August 2014
Ekon Benefits May 2013 - September 2013
International Alliance Associates Limited February 2013 - May 2013
Northwestern Mutual May 2011 - May 2013
Tabor Investment Portfolio May 2011 - May 2013
Center of Entrepreneurship January 2011 - May 2012
Skills
Retirement Planning, Statistics, Valuation, Portfolio Management, Finance, Java, Options Pricing, Investments, Mutual Funds, Bloomberg, Options, Stochastic Calculus, Technical Analysis, R, Matlab, Strategic Financial...
Education
Washington University in St. Louis 2013 — 2014
Master of Science (MS), Quantitative Finance
Millikin University 2009 — 2013
Bachelor of Science, Finance & Mathematics Actuarial Science, Summa Cum Laude
Wells Fargo Advisors July 1988 - Present
Skills
401(k) Rollovers, Financial Advisory, Financial Analysis, Financial Services, Investment Planning, Investment Strategies, Investments, Relationship Management, Retirement, Retirement-plan..., Retirement Planning, Retirement Savings, Securities, Mutual Funds, Bonds, Annuities, Insurance, Finance, Investment Advisory
Education
Minnesota State University, Mankato
Commercial Pilot
Owatonna High School
Wells Fargo Advisors April 2014 - Present
Merrill Lynch June 2013 - April 2014
Rikkyo University June 2011 - December 2011
Muirfield Village Golf Club June 2005 - August 2010
Skills
Microsoft Office, Asset Allocation, Economics, Equity Research, Wealth Management, Financial Modeling, Financial Analysis, Research, Fixed Income, Entrepreneurship, Equities, Alternative Investments, Valuation, Investment Strategies, Portfolio Management, Finance
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Finance
立教大学 / Rikkyo University 2011 — 2011
International Exchange Program, International Business
Coffman
Merrill Lynch December 2014 - Present
Merrill Lynch March 2011 - December 2014
Wells Fargo Advisors December 2009 - March 2011
Georgetown Charter Township September 2009 - December 2009
Mercy Health May 2007 - September 2009
Skills
Series 7, Wealth Management, Uniform Combined State..., Retirement Planning, Asset Allocation, Microsoft Excel, Cash Management, Salesforce.com, Customer Service, Banking, Financial Services
Education
Michigan State University 2005 — 2009
Bachelor of Arts (B.A.), Finance, General
John Cabot University, Rome, Italy 2008 — 2008
Business, Management, Marketing, and Related Support Services
Raymond James May 2007 - Present
Smith Barney June 2005 - March 2007
Wells Fargo Advisors March 1993 - June 2005
Skills
Wealth Management, Investments, Series 7, Retirement Planning, Asset Allocation, Equities, Investment Strategies, Insurance, Retirement, Risk Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Management, Retirement Income..., Cash Flow Management, Certified Financial...
Education
Michigan State University 1985 — 1989
BS
Masuk
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors October 2013 - April 2014
Apple July 2011 - October 2013
Home Pools and Spas May 2009 - July 2011
Boys and Girls Town of Missouri February 2010 - April 2011
Skills
iLife, iWork, iPod, OS X, iTunes, iOS, iPhoto, Keynote, Customer Service, Customer Retention, Sales, iPhone, Leadership, Financial Reporting, Finance, Financial Analysis, Microsoft Excel, Microsoft Word, Customer Satisfaction, Customer Acquisition, Customer Oriented, Sales Management, Sales Operations, Aperture, iPhone Support, Spa, swimming pool chemistry, Pools, Pool Service
Education
University of Missouri-Columbia 2007 — 2011
BS, Finance and Banking
Mineral Area College 2005 — 2007
Associate of Arts (AA), Business Administration and Management, General
Potosi Senior High School 2002 — 2005
Wells Fargo Advisors June 1995 - Present
Skills
Investments, Wealth Management, Investment Strategies, Financial Services, Investment planning, Tax efficient Strategies, Risk Management, Retirement, 401K Rollovers, Asset Allocation, Relationship Management, Financial Advisory, Wealth Preservation..., Retirement Plan..., Multi-generational..., Insurance
Education
Minnesota State University, Mankato 1979 — 1982
Bachelor's degree, Business Administration and Management, Economics
Wells Fargo Advisors 2013 - Present
Education
Michigan State University 2004 — 2008
Bachelor of Arts (B.A.), Interdisciplinary Humanities
Wyoming Park High School 2000 — 2004
Gradient Investments, LLC August 2015 - Present
Gradient Investments, LLC October 2011 - August 2015
Wells Fargo Advisors January 2008 - October 2011
Skills
Mutual Funds, Retirement Planning, Fixed Income, Alternative Investments, Strategic Financial..., Pensions, Retirement, Hedge Funds, Risk Management, Financial Modeling, Financial Analysis, Investment Management, Securities, Derivatives, Capital Markets, Valuation, 401k, Banking, Financial Services, Series 7, Series 66
Education
Minnesota School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
LR Career Counseling September 2014 - Present
Wells Fargo Advisors April 2012 - September 2014
Freddie Mac February 2006 - December 2011
Barnes & Noble March 2001 - August 2006
Skills
Sales, Sales Management, Customer Service, Customer Experience, Financial Services, Financial Analysis, Sales Process, Direct Sales, Process Improvement, Relationship Management, Insurance
Education
Michigan State University 1999 — 2004
Bachelor of Science (BS), Mechanical Engineering
Merrill Lynch October 2014 - Present
Morgan Stanley Wealth Management March 2013 - July 2014
Wells Fargo Advisors 2012 - 2013
PGA TOUR May 2011 - September 2011
Wells Fargo Advisors 2006 - 2011
Skills
Investments, Public Speaking, Customer Service, Financial Analysis, Sales, Marketing, Asset Allocation, Mutual Funds, Wealth Management, Securities, Retirement Planning, SmartStation, Microsoft Office, Bloomberg Terminal, Risk Management, Thompson One, Copywriting, Social Media, Finance, Client Services, Microsoft Excel, Asset Management, PowerPoint, Microsoft Word, Outlook, Wealth Management...
Education
Miami University 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
The Wardlaw - Hartridge School 1995 — 2008
Elementary - High School
Wells Fargo Advisors May 2001 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, Financial Analysis, Insurance, Strategic Planning
Education
Miami University 1996 — 2001
BS, Finance
Xavier University 2007 — 2007
Executive Certificate in Financial Planning
FirstBank Investment Partners July 2014 - Present
Southern Community Bank and The Financial Group, LLC August 2012 - June 2014
Rutherford County Young Republicans November 2010 - March 2013
Anthem Career College December 2010 - August 2012
Blue Horseshoe Investments and Research August 2004 - August 2012
Daymar Institute June 2011 - March 2012
Wells Fargo Advisors 2003 - 2004
U.S. Bank 2002 - 2003
Raymond James Financial Services February 2001 - January 2002
Dell January 2000 - February 2001
Skills
Investment Advisory, Wealth Management, Strategic Financial..., Leadership, Investments, Financial Analysis, Risk Management, Economics, Portfolio Management, Mutual Funds, Retirement, Teaching, Insurance, Securities, Public Speaking, Entrepreneurship, Banking, Financial Advisory, Customer Service, Small Business, Management, Research, Coaching, Marketing, Team Building, Life Insurance, Budgets, Estate Planning, Retirement Planning, Financial Modeling, Leadership Development, Public Relations, Fixed Annuities, Analysis, Strategic Planning, Options, Asset Managment, Building Relationships, Bonds, Annuities, Financial Planning, Budgeting, Asset Management, Problem Solving, Business Planning, Project Planning, Finance, Social Media, Financial Services
Education
Middle Tennessee State University 2010 — 2012
MA, Economics
Middle Tennessee State University 2006 — 2008
MBA, Finance
Western Kentucky University 1995 — 2000
BA, Economics, Spanish, Sociology
The Office of Danielle E. Creedon May 2012 - Present
Individual Clients, Private Firms, Nonprofit Organizations June 2010 - April 2012
Wells Fargo Advisors 2011 - 2012
Legal Services of Northern California August 2011 - November 2011
The Panetta Institute for Public Policy August 2009 - December 2009
Office of the County Counsel, Monterey County August 2007 - August 2009
Skills
Social Security..., Workers' Compensation..., Legal Research, Legal Writing, Civil Litigation, Personal Injury, Family Law, Appeals, Wills, Criminal Law & Procedure, Nonprofit Law, Municipal Law, CEQA / NEPA, Criminal Law, Non-profits, Legal Assistance, Legal Advice, Nonprofits, Motions, Copyright Law, Trademarks, Courts, Litigation, Mediation
Education
Monterey College of Law 2006 — 2009
Juris Doctorate, Law
Miami University 1993 — 1997
Bachelor of Arts (B.A.), Sociology / Women's Studies
Law Office of Tonya L. Rodriguez 2002 - Present
Smith Mitchellweiler April 2010 - February 2012
Wells Fargo Advisors 2002 - 2012
Wells Fargo Advisors 2002 - 2012
Hines Carder November 2009 - April 2010
Clayson, Mann, Yaeger and Hansen November 2005 - November 2009
Suzuki Motor Company Limited June 2004 - November 2005
Miller Canfield Paddock and Stone November 2003 - May 2004
Eaton County Circuit Court September 2002 - May 2003
Legal Services of South Central MIchigan May 2000 - January 2002
Skills
Civil Litigation, Bankruptcy, Depositions, Motions, Family Law, Employment Law, Employment..., Civil Rights Law, Disability..., Medical Malpractice, Commercial Litigation, Real Estate, Legal Discovery, Trusts, Construction Law, Insurance Law, Immigration Law
Education
Michigan State University College of Law 1999 — 2002
Juris Doctorate, Cum Laude, Law
Michigan State University 1990 — 1994
Bachelor of Science, Social Sciences
Cardinal Health March 2014 - Present
MP MANAGEMENT INC. June 2012 - March 2014
Wells Fargo Advisors October 1999 - May 2012
OfficeMax May 1997 - September 1999
Choice Hotels International / Econo Lodge June 1994 - May 1997
Skills
H & R BLOCK CERTIFIED..., Business Alliances, IT Management, IT Operations, IT Recruitment, IT Solutions, Computer Graphics, Computer Proficiency, Computers, Account Management, Operations Management, Team Management, Team Leadership, Teamwork, Hotel Management, Hotel Administration, Accounts Payable, Payroll, Payroll Taxes, Tax Preparation, Tax Returns, Tax Accounting, Vendor Management, Banking, Microsoft Office, Business Analysis, Project Management, Customer Service, Sales, Management, Leadership, Team Building, Analysis, Process Improvement, Strategic Planning
Education
Middlesex County College 1992 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
ROSARY HIGH SCHOOL, BARODA, GUJARAT, INDIA 1977 — 1989
HIGH SCHOOL, SCIENCE
WMA Colorado, LLC January 2012 - Present
Transamerica Financial Advisors, Inc. January 2012 - Present
Wells Fargo Advisors September 2007 - December 2011
Washington Fine Properties October 2005 - September 2007
Skills
Retirement Planning, Wealth Management, Asset Management, Estate Planning, Investment Management, IRAs, Life Insurance, Financial Services, Asset Allocation, Financial Advisory, Investments, Succession Planning, 401(k) Plans, Personal Financial..., College Savings Plans, Strategic Financial...
Education
Middlebury College
Georgetown Preparatory
Fidato Partners, LLC February 2015 - Present
Fidato Partners, LLC December 2012 - February 2015
Wells Fargo Advisors January 2011 - December 2012
AstraZeneca May 2007 - August 2008
Skills
Talent Acquisition, Temporary Placement, Recruiting
Education
Miami University 2006 — 2010
Bachelor of Arts (B.A.), International Studies, Management & Organizations
B. Reed Henderson High School 2002 — 2006
BankUnited December 2013 - Present
HSBC Bank: HSBCSecurities March 2013 - November 2013
Wells Fargo Advisors June 2011 - February 2013
RBC (Royal Bank of Canda) April 2010 - March 2011
The Kid Mover, Inc. January 2003 - February 2011
THE ROYAL COMPANY FOR LIFE AND HEALTH INSURANCE January 1994 - March 2009
Skills
Small Business Lending, Lines Of Credit, Credit Risk, Consumer Lending, Cash Flow Lending, Private Banking, Treasury Management, Insurance, Financial Services, Banking, Relationship Management, Investments, Wealth Management, Loans, Portfolio Management, Finance
Education
Miami Dade College
Smsh
Syracuse University Commercial Real Estate SalespersonBloom Real Estate GroupJune 2015 - Present
Mack-Cali Realty Corporation May 2014 - August 2014
Goldberg Realty Associates June 2012 - August 2013
Wells Fargo Advisors June 2012 - June 2012
The UPS Store December 2010 - June 2012
Skills
PowerPoint, Microsoft Word, Social Networking, Microsoft Excel, Teamwork, Social Media, Management, Microsoft Office, Negotiation, Public Speaking, Leadership, Facebook, Research, Time Management, Access, Customer Service, Outlook, Social Media Marketing, English, Team Building, Real Estate, Team Leadership, Sports, Property Management, Leasing, AMSI, Property Management..., Residential Communities
Education
Syracuse University 2013 — 2016
Bachelor of Science, Economics and Real Estate
Michigan State University 2012 — 2013
Bachelor of Science (BS), Finance, General
Livingston High School 2008 — 2012
College Prep, High School/Secondary Diplomas and Certificates
Charles Schwab April 2015 - Present
Merrill Lynch May 2014 - March 2015
Wells Fargo March 2014 - May 2014
Wells Fargo Advisors March 2014 - May 2014
New York Life Insurance Company May 2011 - August 2013
Skills
Series 7, Series 66, 401k Rollovers, Asset Management, Mutual Funds, Wealth Management..., Series 63, Series 6, Long Term Care Insurance, Banking, Insurance Planning, College Funding..., Qualified Retirement...
Education
Mississippi State University 2007 — 2011
Finance, Investments, Financial Management, Capital Structuring
Wells Fargo May 2013 - Present
New England Securities March 2012 - March 2013
Wells Fargo Advisors January 2008 - December 2011
Wells Fargo Advisors February 2006 - February 2008
Wells Fargo Bank August 2004 - February 2006
New England Financial 2003 - 2004
Skills
Series 7, Sales Management, Consultative Selling, Sales Trainings, Securities, Wealth Management, Mutual Funds, Investments, Series 63, Retirement, Financial Advisory, Retirement Planning, FINRA, Sales Process, Uniform Combined State..., Financial Services, IRAs, Asset, Options, Insurance, Equities, Mortgage Lending, Finance, 401k, Series 65, Wealth, Fixed Annuities, Asset Allocation, Banking, Telecommunications, Estate Planning, Strategic Financial..., Selling, Financial Analysis, Financial Risk, CRM, Investment Advisory, Credit, Risk Management, Investment Strategies, Fixed Income, Portfolio Management, Small Business, Wealth Management..., 401k Rollovers, Financial Planning, Problem Solving, Telecommunications Sales, Leadership
Education
Metropolitan State University 2008 — 2012
Bachelor's Degree, Finance, 3.25
Fenwick Alum 1988 — 1992
Wells Fargo January 2013 - Present
Wells Fargo Advisors September 2011 - Present
Wells Fargo July 2012 - October 2012
Wells Fargo Investments December 2006 - September 2011
Skills
Series 7, Equities, Portfolio Management, Management, Series 63, Investments, Leadership, Financial Services, Banking, Securities, Risk Management, Mutual Funds, Analytics, Financial Analysis, FINRA
Education
Metropolitan State University
Bachelor of Science, Finance
Robert W. Baird & Co. September 2014 - Present
Wells Fargo Advisors September 2005 - September 2014
Pioneer Investments September 2000 - September 2005
Great American Financial Resources September 1998 - September 2000
IFMG 1995 - 1998
IFMG 1992 - 1995
Mass Mutual 1990 - 1992
Skills
Budgeting, Retirement, Investments, Coaching, Sales Management, Budgets, Sales, Finance, Strategic Planning, Banking, Human Resources, Leadership, Financial Services
Education
Miami University 1983 — 1988
BA, English Literature
Findlay High School 1980 — 1983
diploma, English Language and Literature, General
CAPP
Wells Fargo Advisors July 2014 - Present
Wells Fargo November 2011 - June 2014
Wells Fargo April 2010 - October 2011
Bank of the West August 2009 - April 2010
FICO October 2000 - July 2009
Skills
Decision Science, Analytic Consulting, Predictive Modeling, Analytics, Predictive Analytics, International Project..., People Management, Cross-functional Team..., Experimental Design, Training & Development, Credit Risk, Basel II, Direct Marketing, Public Speaking, Event Planning, Offshore Operations, Database Marketing, Customer Analytics, Customer Analysis, Segmentation, Risk Management, Data Mining, Employee Training, CRM, Business Analytics, Strategy, Operations Research, Management, Data Analysis, Analysis
Education
University of California, Berkeley 2008 — 2009
Extension, Project Management
Middlebury Institute of International Studies at Monterey 1997 — 1999
Master of Public Administration, International Management
Osaka University 1993 — 1997
BS, Human Science; Behavioral Psychology
Premia Relocation Mortgage August 2012 - Present
Premia Relocation Mortgage August 2012 - Present
Wells Fargo Advisors July 2011 - August 2012
Don Pablo's July 2008 - July 2011
Skills
Mortgage Lending, Mortgage Banking, Loans, Residential Mortgages, Banking, Loan Origination, Credit, Underwriting, Customer Service, Microsoft Excel, Mortgage Underwriting
Education
Minneapolis Community and Technical College 2009 — 2011
Associate's degree, Child Development
Wells Fargo Advisors August 2012 - Present
Cimarron Mortgage Company July 2010 - August 2012
Skills
Asset Allocation, Estate Investment..., Financial Advisory, Financial Analysis, Financial Services, Fixed Income Strategies, Investment Planning, Investment Strategies, Multigenerational..., Retirement Planning, Retirement Savings, Risk Management, Securities, Stock Analysis, Strategic Planning, Tax-efficient Strategies, Wealth Preservation...
Education
Mississippi State University
Bachelor of Business Administration, Banking and Finance
Giles McPhail Wealth Management July 2015 - Present
Wells Fargo Advisors May 2011 - June 2015
Balch & Bingham LLP September 2006 - April 2011
University of Mississippi Medical Center June 2002 - July 2003
Skills
Retirement Planning, Finance, Investments, 401k Rollovers, Securities, Mutual Funds, IRAs, Financial Advisory, Risk Management, Insurance, Estate Investment..., Tax-efficient Strategies, Retirement-plan..., Strategic Planning, Multigenerational..., Stock Analysis, Life Insurance
Education
University of Mississippi School of Law 2003 — 2006
Doctor of Law (J.D.), cum laude
Millsaps College 2001 — 2002
MBA
Mississippi State University 1996 — 2000
B.S., Microbiology
Wells Fargo Advisors August 1986 - Present
Deposit Guaranty National Bank May 1976 - August 1985
Skills
401(k) Rollovers, Investment Planning, Financial Advisory, Asset Allocation, Investment Strategies, Retirement Planning, Wealth-Preservation..., Retirement Savings, Insurance, Annuities, Business-owner Planning, Business-succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Analysis, Financial Reporting, Financial Services, Fixed Income Strategies, Investments, Multigenerational..., Relationship Management, Retirement, Retirement-Plan..., Risk Management, Securities, Mutual Funds, Bonds, Stock Analysis, Strategic Planning, Tax-Efficient Strategies
Education
Mississippi State University 1975 — 1980
Bachelor's Degree, Banking and Finance, Real Estate and Insurance
Wells Fargo Advisors January 2013 - Present
Merrill Lynch June 1995 - January 2013
Education
The University of Montana
Master of Business Administration (MBA), Business Administration and Management, General
Michigan State University 1975 — 1981
Bachelor of Arts (BA), Accounting
Alpena High School
Wells Fargo Advisors August 2007 - Present
Education
Middlebury College 1999 — 2004
BA
Middlesex School 1995 — 1999
Wells Fargo Advisors September 2015 - Present
Hollstadt & Associates November 2014 - September 2015
StayWell Health Management July 2014 - November 2014
Lighthouse Software Solutions May 2013 - June 2014
MedNet Solutions September 2012 - May 2013
Open Door Consulting, Inc. March 2011 - September 2012
Kroll Ontrack October 2006 - March 2011
Kroll Ontrack November 2005 - October 2006
Kroll Ontrack March 2004 - November 2005
Minnesota Society of CPAs August 2003 - February 2004
Skills
Social Media Marketing, Social Media, Public Relations, Project Management, Marketing, Management, Customer Service, Marketing Strategy, Account Management, Online Marketing, Social Networking, Public Speaking, Litigation Support, Online Advertising, Facebook, Training, Program Management, Manage Client..., Team Building, Software Project..., Newsletters, EDC, Budgets, Business Planning, Project Planning, Strategic Planning, Sales, Business Development, Team Leadership, Press Releases, Editing, Leadership, Customer Support
Education
Midwestern State University 1994 — 1999
BA, Mass Communications, Public Relations
Wells Fargo Advisors 2015 - Present
Skills
Software Development, JavaSE, J2EE Web Services, Python, Object Oriented Design, Object Oriented Software, Object Oriented Modeling, SQL, MySQL, JDBC, Swing, Java Enterprise Edition, Core Java, JUnit, Unit Testing, Oracle Database, HTML, HTML5, CSS, JSP, JSF, Git, Github, Algorithm Development
Education
Saint Paul College-A Community and Technical College 2014 — 2015
Associate’s Degree, Computer Programming, 3.88 GPA
Minnesota State Community and Technical College 2005 — 2006
Associate’s Degree, Liberal Arts and Sciences, 3.60 GPA
Wells Fargo Advisors June 2015 - August 2015
Wells Fargo Advisors June 2014 - August 2014
Skills
Programming Languages, Microsoft Office, Soccer Coaching
Education
Miami Dade College 2012 — 2016
Bachelor of Science, Computer Science
Wells Fargo Advisors May 2012 - Present
Chase February 2010 - March 2012
Skills
Banking, Commercial Banking, Credit, Credit Analysis, Cross Selling, Financial Analysis, Mortgage Lending, Portfolio Management, Retail Banking, Risk Management, Small Business Lending, Series 7, Series 63
Education
Miami Dade College 2007 — 2009
Associate's Degree, Business Administration and Management, General
Series 7, 63, 2-14 Licensed
Wells Fargo Advisors June 2006 - Present
Robert W. Baird & Co. February 1998 - June 2006
Oppenheimer & Co. Inc. August 1996 - February 1998
Merrill Lynch September 1990 - August 1996
Skills
Investments, Insurance, Asset Allocation, Retirement Planning, 401k Rollovers, Business-Owner Planning, Business-Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Fixed-Income Strategies, Investment Planning, Multigenerational..., Retirment-Plan..., Securities, Stock Analysis, Strategic Planning, Tax-Efficient Strategies, Wealth-Preservation...
Education
Michigan State University 1981 — 1986
Bachelor of Science (BS), Science, Health, Physical Education/Fitness
Ann Arbor Huron HS 1979 — 1981
HS Graduate
J.P. Morgan July 2015 - Present
University of Florida August 2013 - May 2015
Wells Fargo Advisors June 2014 - August 2014
Skills
Finance, Communication, Mathematics, Leadership, Success Driven, Adaptability, Teamwork, Analytical Skills, Microsoft Excel, PowerPoint, Spanish, Goal Oriented, Social Skills, People Skills, Microsoft Word, Microsoft Office, Networking
Education
University of Florida 2013 — 2015
Bachelor of Science (BS), Finance, General
Miami Dade College 2011 — 2013
Associate of Arts (AA), Business Administration
Metropolitan State University of Denver June 2015 - Present
US Banccorp November 2013 - Present
Wells Fargo Advisors June 2010 - October 2013
Skills
Customer Service, Financial Risk, Bilingual-English/Spanis..., Community Outreach, Compliance, Educational Leadership, Leadership Development, Committed to..., Organization, Problem Solving, Analytics, Financial Analysis, Banking, Finance, Financial Services, Leadership, Public Speaking, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Sales, Social Media, Time Management, Event Planning
Education
Metropolitan State University of Denver 2012 — 2015
Bachelor's degree, Marketing, 3.0
Metropolitan State University of Denver
Statistics, Marketing
Morgan Stanley January 2015 - Present
Wells Fargo August 2014 - January 2015
Wells Fargo Advisors August 2014 - January 2015
JPMorgan Chase March 2008 - August 2014
Bank of America November 2006 - March 2008
Skills
Wealth Management, Private Banking, Investments, Securities, Banking, Retail Banking, Deposits, Consumer Lending, Loans, Credit Cards, Finance, Mutual Funds, Portfolio Management, Fixed Income, Equities, Customer Service, Asset Management, Credit
Education
Middlesex County College
Fundation Group LLC September 2014 - Present
Morgan Stanley October 2013 - September 2014
Wells Fargo Advisors March 2013 - September 2013
Morgan Stanley Wealth Management May 2012 - August 2012
UBS Wealth Management June 2011 - August 2011
Skills
Financial Modeling, Series 7, Mutual Funds, Portfolio Management, Asset Management, Wealth Management, Financial Advisory, Salesforce.com, Series 63, Asset Allocation, Small Business Lending
Education
Middlebury College 2008 — 2013
Bachelors, English
Greens Farms Academy 2004 — 2008
Wells Fargo Advisors April 1986 - Present
Prudential Financial, Wachovia Securities October 1986 - October 2008
Skills
Retirement Planning, Financial Education, Asset Allocation, Retirement Income..., 401k, Wealth Management, Financial Services, Investments, Management, Business Planning, Finance, Health & Life Insurance, Cash Flow Analysis, Investment Planning, Wealth, IRA's, Roth IRA's
Education
Michigan State University 1977 — 1982
Bachelor's Degree
Wells Fargo Advisors April 2014 - Present
TIAA-CREF (TTI) October 2013 - April 2014
Ally Financial (formerly GMAC) October 2009 - March 2013
Exervio Management Consulting March 2008 - December 2008
Wachovia Bank July 2006 - February 2008
Exervio / Ajilon June 2005 - July 2006
Global Compliance January 2004 - June 2005
Bank of America June 2002 - November 2003
Bank of America June 2000 - June 2002
Carolina Sports and Fitness Magazine August 1996 - November 2000
Skills
Vendor Management, Voice of the Customer, Customer Experience, Loyalty Programs, Qualitative Research, Focus Groups, Internal Communications, Research, Project Management, Product Management, Brand Loyalty, Sarbanes-Oxley Act, Management Reporting, Training Manuals, SOX, Management, Risk Management, Strategy, Process Improvement, E-commerce, Training, Management Consulting, PMO, Analytics, Customer Satisfaction, Governance, Project Planning, Relationship Management, Basel II, Program Management, Travel Photography, Photography, Adobe Creative Suite, Lightroom, Clarity, Business Objects, Leadership, Six Sigma, SharePoint, Data Analysis, Requirements Gathering, Banking, Project Portfolio..., Project Delivery, Financial Services, SDLC, Business Process..., Visio, Access, Business Process
Education
Miami University 1990 — 1994
BA, English Journalism
Miami University
Bachelor of Arts (B.A.), Journalism
Heartland Dental January 2014 - Present
Midland States Bank November 2011 - January 2014
Stevens Industries, Inc. June 2011 - November 2011
Wells Fargo Advisors May 2010 - January 2011
Skills
Microsoft Excel, Microsoft Access, Microsoft Office, Finance, Microsoft Word, Mortgage Lending
Education
Millikin University 2008 — 2011
Bachelor's degree, Finance, General, 3.52/4.00
Kentucky Mirror & Plate Glass September 2012 - Present
Wells Fargo Advisors June 2011 - August 2011
Kentucky Mirror and Plate Glass June 2010 - August 2010
Technology Value Investors May 2008 - August 2008
Skills
Microsoft Office, Smartstation, Value Investing, Risk Arbitrage, Trading, Stock Trading, Sales
Education
Miami University 2008 — 2012
Bachelor of Arts (BA), Economics
St. David's Center for Child & Family Development February 2014 - Present
Mohamed International May 2010 - Present
Wells Fargo Advisors August 2006 - January 2008
Skills
Strategic Planning, Business Strategy, Business Planning, Mergers & Acquisitions, Entrepreneurship, Start-ups, Negotiation, Investments, New Business Development, Private Equity, Team Building, Business Development, Corporate Finance, Venture Capital, Executive Management
Education
Metropolitan State University 2006 — 2009
Bachelor of Applied Science (BASc), Elementary Education and Teaching
U.S Pipe July 2015 - Present
Realtor October 2007 - Present
Wells Fargo Advisors October 1999 - October 2010
Skills
Selling, Investment Properties, Real Estate, Customer Service, Real Estate Transactions, Negotiation, New Home Sales, First Time Home Buyers, Short Sales, Sales, Customer Satisfaction, Team Management, Banking, Call Centers, Residential Design
Education
Miles College 2010 — 2014
Bachelor’s Degree, Business Management
Wells Fargo Advisors January 2011 - Present
Otsego West Chiropractic 2005 - 2012
Solution Design Group May 2008 - December 2011
kelco supply company April 2009 - July 2009
Wells Fargo October 2008 - February 2009
Achieve Healthcare Technologies June 1998 - May 2008
MDI Achieve 1998 - 2007
Sybase, Inc. 1997 - 1999
Skills
Integration, Software Development, Web Services, Java
Education
Metropolitan State University 2006 — 2007
Academy College 1994 — 1997
AAS, Computers
Apple Valley High School
Wells Fargo Advisors July 2015 - August 2015
Clarkston Capital Partners LLC July 2014 - August 2014
Wells Fargo Advisors June 2014 - July 2014
Empire Electronics Inc. June 2011 - August 2013
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Data Analysis, Stat Crunch
Education
Miami University 2012 — 2016
Finance, Junior
Brother Rice High School 2008 — 2012
SPS Commerce May 2014 - Present
Cherry Sky Studios May 2010 - May 2014
Wells Fargo Advisors April 2012 - October 2013
U.S. Bank March 2010 - May 2011
Guaranty Bank FSB May 2006 - November 2009
COUNTRY Financial® September 2005 - May 2006
Skills
Music, Music Production, Music Industry, Composition, Songwriting, Recording, Social Media, Singing, Music Education, Entertainment, Microsoft Office, Studio Recording, Audio Engineering, Teaching, Piano, Event Management, Event Planning, Music Theory, Band, Sound, Marketing, Financial Services, CRM, Loans
Education
Metropolitan State University
Bachelor of Arts (B.A.), Marketing
Moundsview
Wilson Dow Group January 2014 - Present
Under The Radar, An Experiential Communications Agency January 2014 - Present
Blue Cross Blue Shield of Michigan May 2013 - December 2013
LTE Media Group September 2011 - May 2013
The Black Sheep October 2010 - May 2013
Kohl's Department Stores June 2012 - August 2012
BlackBerry January 2012 - May 2012
Cayman Chemical June 2010 - September 2010
Wells Fargo Advisors June 2009 - September 2009
Skills
Photoshop, Microsoft Office, Creative Writing, Adobe Creative Suite, Final Cut Pro, iMovie, Windows Movie Maker, Twitter, YouTube, Facebook, HTML, iWork, Pinterest, Google+, StumbleUpon, Vine, Instagram, SEO, Copywriting, Google Analytics, Marketing Communications, Strategic Planning, Social Networking, Marketing, Editing, Press Releases, Social Media
Education
Michigan State University 2009 — 2013
Bachelor's degree, Communication, Journalism, and Related Programs
De La Salle Collegiate High School 2005 — 2009
Diploma, Advanced Placement, Honors Tract, Magna Cum Laude
Scottrade November 2014 - Present
Wells Fargo Advisors December 2012 - November 2014
Wiese Planning & Engineering September 2007 - April 2012
Northwind Engineering/RVFLimited 2012 - 2012
Skills
P&L Analysis, Forecasting, Business Analysis, Financial Analysis, Financial Reporting, Cost Accounting, Accounting, Financial Modeling, Finance
Education
University of Phoenix 2012 — 2013
Graduate Accounting Certificate, Accounting
Missouri Baptist University 2008 — 2010
Master's degree, MBA
University of Missouri-Columbia 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Wells Fargo Advisors 2007 - Present
A.G. Edwards & Sons, Inc. 1990 - 2007
Prudential Bache Securities 1983 - 1990
Merrill Lynch 1981 - 1983
Skills
Asset Allocation, Mutual Funds, Reirement Planning, 401(K) Rollovers, Investment Strategies, Variable Annuities
Education
Michigan State University 1972 — 1977
Bachelor of Arts, Accounting
Wells Fargo January 2015 - Present
Wells Fargo Advisors January 2012 - December 2014
Green Light Consulting March 2011 - December 2011
Resource Interactive May 2009 - February 2011
Nationwide Financial June 2005 - April 2009
Nationwide Financial June 2000 - May 2005
Nationwide Financial January 1998 - May 2000
Nationwide Financial 1989 - 1998
Skills
Digital Marketing, Digital Strategy, Social Media Marketing, User Experience, Strategic Planning, Competitive Analysis, Leadership, Web Analytics, Social Media, Online Advertising, Cross-functional Team..., Marketing Management, Organic Search, Web Content Management, Mobile Applications, Internet Governance
Education
The Ohio State University - The Max M. Fisher College of Business 1986 — 1988
MBA, International Marketing
University of London 1985 — 1986
Miami University 1981 — 1985
BA, History
De Smet Jesuit High School 1977 — 1981
Wells Fargo Advisors November 2011 - Present
LaserBand November 2002 - November 2011
News America Marketing August 2000 - October 2002
Skills
Financial Services, Investment Strategies, Retirement Planning
Education
Miami University 1996 — 2000
Business Administration, Marketing
Columbia High School 1992 — 1996
Wells Fargo Advisors June 2005 - Present
Wells Fargo Advisors January 2005 - Present
Blockbuster Video June 2004 - August 2005
Wehrenberg Theaters Inc January 1999 - January 2004
Skills
Accounting, Training, Time Management, Leadership, Inventory Management, Sales, Management, Customer Service, Auditing
Education
Missouri Baptist University 2001 — 2005
BS, Business Management
St. Charles County Community College
AA, Liberal Arts
Wells Fargo June 2014 - Present
Wells Fargo August 2011 - June 2014
Wells Fargo Advisors October 2010 - July 2011
Papa Murphy's International August 2003 - September 2010
Target September 2008 - December 2008
3M July 2001 - August 2003
Skills
Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Spanish, Accounting, Outlook
Education
Minnesota State University, Mankato 2001 — 2006
BA, Spanish
HHS
Fifth Third Securities June 2013 - Present
Wells Fargo Advisors July 2012 - May 2013
Wells Fargo Bank September 2009 - July 2012
Wells Fargo September 2009 - February 2011
Skills
Sales Management, Marketing, Sales, Risk Management, Series 7, Series 66
Education
Miami University 2006 — 2009
Bachelor of Business Administration, Finance Business Management and Marketing
Huron High School 2002 — 2006
Owens Corning July 2014 - Present
Fisher College of Business at The Ohio State University August 2012 - May 2014
Financial Guard May 2013 - September 2013
Wells Fargo Advisors 2010 - 2012
UBS Wealth Management 2009 - 2010
Merrill Lynch 2007 - 2009
Kingstree Trading 2006 - 2007
Marcus & Millichap 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategy, Investments, Wealth Management, Bloomberg, Valuation, Asset Management, Portfolio Management, Level 2 Candidate in..., Capital Markets, Business Strategy, Strategic Planning, Analytical Support, Capital Budgeting, Business Development, Communication, Competitive Analysis, Data Management, Setting Strategic..., Financial Monitoring, Financial Results, Financial Tracking, Forecasting, Market Analysis, Opportunity..., Priority Setting, Problem Solving, Relationship Management, Sales Growth, Strategic Analysis, Financial Reporting, DCF Valuation, Finance, Financial Accounting, Trend Forecasting, Trend Analysis, Business Analysis, New Business Development, Microsoft Excel, PowerPoint, Analysis, Budgets, Accounting, Teamwork, Pow, Microsoft Office
Education
The Ohio State University 2012 — 2014
Master of Business Administration (M.B.A.), Major: Finance Minor: Strategy
Miami University 2001 — 2005
Bachelor of Science (BS), Finance
St. Xavier High School 1997 — 2001
CFA Level III Candidate
Benjamin F. Edwards & Co. August 2014 - Present
Wells Fargo Advisors October 2011 - August 2014
Trek Bicycle Store of St. Louis April 2008 - July 2011
Skills
Retirement Planning, Financial Analysis, Customer Service, Strategic Planning, Relationship Management, Retirement, Microsoft Excel
Education
north kirkwood middle
north kirkwood middle
Webster University
Miami University 2001 — 2003
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors July 2009 - January 2015
Wachovia Securities (A Wells Fargo Company) February 2008 - July 2009
TEKsystems February 2004 - February 2008
Skills
Recruiting, Management, Business Development, Leadership, Sales Management, Human Resources
Education
Missouri Baptist University 1999 — 2002
Sport Management/Kinesiology
Veritas Technologies Corporation May 2015 - Present
Symantec May 2014 - May 2015
Burns Investment Group, Inc. August 2005 - May 2014
Wells Fargo Advisors June 2012 - August 2012
Fox News Channel January 2012 - May 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Social Media, Public Speaking, Event Planning, Customer Service, Facebook, Time Management, Social Networking, Leadership, Teamwork, Research, Data Analysis, Access, Fundraising, Marketing, Press Releases
Education
Michigan State University 2009 — 2013
BA, Communication, General
North Farmington High School 2005 — 2009
VeroTech August 2011 - Present
National Storm Channel November 2012 - Present
Wells Fargo Advisors December 2011 - January 2014
Manpower March 2011 - July 2011
US Department of Commerce, Census Bureau April 2010 - August 2010
Blue Cross Blue Shield of Oklahoma April 2009 - April 2010
Capital One Auto Finance February 2007 - February 2009
AT&T July 2005 - November 2006
WMBB-TV February 2003 - November 2004
West Telemarketing April 2002 - February 2003
Skills
Windows, HTML, VPN, Adobe Acrobat, FTP, Customer Service, Administration, Call Center, Word, Excel, Troubleshooting, Outlook, PowerPoint, Access, Social Media, Public Speaking, Microsoft Office, Problem Solving, Customer Relations, Team Building, Analysis, Writing, Team Leadership, Social Networking, Coaching, Teamwork, Photoshop, Supervisory Skills, Public Relations, Operating Systems, Call Centers, Networking, Customer Satisfaction, Management, Microsoft Excel
Education
Mississippi State University 2013 — 2016
Meteorology, Atmospheric Sciences and Meteorology
Tulsa Community College 1987 — 1999
Associates, Geography/Meteorology
Eufaula High School 1986 — 1987
Diploma, General
Alice Smith Elementary School January 2015 - May 2015
Mt. Olivet Lutheran Church September 2014 - December 2014
Teachers On Call - TOC 24/7 September 2014 - December 2014
Field Experiences September 2012 - December 2014
Wells Fargo Advisors January 2011 - June 2012
Wells Fargo Advisors July 2008 - December 2011
Skills
Microsoft Office, Analysis, Investments, Microsoft Excel, Management, Customer Service, Leadership, Special Education, Behavior Management
Education
Minnesota State University, Mankato 2012 — 2015
Special Education and Teaching, Cumulative GPA 4.0
St. Olaf College
Bachelor of Arts (BA), Political Science and Government
Wells Fargo Advisors August 2012 - Present
Wells Fargo Bank April 2006 - August 2012
Wachovia Securities 2006 - 2011
Prudential Financial April 1990 - April 2006
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Miami University 1986 — 1990
BA, Political Science, minor Economics
Libertyville High School 1982 — 1986
Wells Fargo Advisors Perf AnalystDain RausherMarch 1996 - December 2001
Skills
Series 7, Securities
Education
Metropolitan State University 2002 — 2007
RBC Wealth Management October 2014 - Present
Wells Fargo Advisors November 2002 - October 2014
UBS Wealth Management - PaineWebber August 1994 - November 2002
Skills
Investments, Portfolio Management, Asset Management, Retirement Income..., Keynote Speaker (Check..., Wealth Management, Retirement Planning, Insurance, Financial Advisory, Pensions, Fixed Annuities, Wealth, Investment Advisory, Mutual Funds, Leadership, Investment Strategies, Finance, Retirement, Series 7
Education
Milwaukee School of Engineering
Mechanical Engineering (Design Technology), Mechanical Engineering
University of Wisconsin-Milwaukee
Business Administration (Marketing), Marketing
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors January 2008 - July 2011
A.G. Edwards January 2000 - January 2008
Edward Jones June 1993 - January 2000
Education
Saint Louis University 1995 — 1997
MBA, Finance
Miami University 1988 — 1992
BS, Accounting & Finance
Wells Fargo Advisors March 2015 - Present
Wells Fargo Advisors January 2009 - Present
A. G. Edwards Technology Group, Inc July 2007 - July 2009
A. G. Edwards Technology Group, Inc September 2001 - July 2007
A.G. Edwards Technology Group September 2000 - September 2001
Corporate Express 1997 - 2000
Skills
Active Directory, Troubleshooting, Citrix, Information Technology, Windows Server, Servers, Software Documentation, Disaster Recovery, Networking, Desktop Administration, Visio, Microsoft Exchange
Education
Missouri Baptist University 1994 — 1997
Mathematics
Wells Fargo Advisors February 2014 - Present
Ameriprise Financial October 2009 - February 2014
Ameriprise Financial May 2007 - October 2009
H&R Block Financial Advisors November 1999 - May 2007
Skills
Personal Financial..., Retirement Planning, Investments, Long Term Care Insurance, Fixed Income, Tax Free Income
Education
Oglethorpe University 2001 — 2002
Certified Financial Planner
Miami University 1994 — 1998
Bachelor’s Degree
Wells Fargo Advisors May 1991 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Securities, Risk Management, Investment Strategies, Mutual Funds, Sales, Alternative Investments, 401k
Education
Miami University
Pittsford Sutherland
Pittsford Sutherland
Pittsford Sutherland
Wells Fargo Advisors July 2012 - Present
Wells Fargo Advisors (contractor through VisionCor) January 2001 - Present
Education
Michigan State University 1989 — 1993
Wells Fargo Advisors July 2015 - Present
TIEALIGN LLC September 2003 - Present
Wells Fargo Advisors January 2014 - July 2015
Wells Fargo Advisors October 2012 - December 2013
Allsup Inc. February 2009 - September 2012
Quantum Group LLC 2005 - September 2012
Best Listing Bid LLC January 2004 - November 2008
CAG 2001 - 2003
Skills
Web Analytics, SEM, Google Analytics, PPC, Email Marketing, Online Marketing, SEO, E-commerce, Google Adwords, Database Marketing, A/B testing, Landing Page..., Data Mining, HTML, Multivariate Testing, Affiliate Marketing, Multi-channel Marketing, Data Analysis, Social Media Marketing, Social Media, Web Marketing, Segmentation, Customer Acquisition, Display Advertising, Search Advertising, Business Intelligence, Adobe Creative Suite, Data Visualization, Predictive Analytics, Data Modeling, Teradata, Microsoft Excel, Strategy, Advertising, Marketing, SQL, R, PowerPivot, Facebook, CRM, SMO, Excel, Data Products, Tableau, Predictive Modeling, Machine Learning, CSS, Marketing Automation, Econometric Modeling, media mix modeling
Education
Washington University in St. Louis
Economics
Miami University
Finance
Saint Louis Community College-Meramec
Advertising
Wells Fargo Advisors June 2015 - Present
Bronfman E.L. Rothschild September 2013 - June 2015
Charles Schwab November 1999 - September 2013
Skills
Series 7, Series 65, Relationship Management, Certified Financial..., Wealth Management, ETFs, High Net Worth..., Mutual Funds, Retirement Planning, Asset Allocation, Investments, Retirement, Investment Advisory, Financial Advisory, Personal Financial..., Financial Planning
Education
Minot State University
Bachelor of Arts Degree, Marketing and Management double major
Wells Fargo Advisors October 2010 - Present
Capitas Financial July 1999 - September 2010
Skills
Retirement, Mutual Funds, Series 63, Financial Advisory, Securities, Asset Allocation, 401k, Investment Advisory, Series 6, Asset Management, Term Life Insurance, Wealth
Education
Wayne State University 1984 — 1988
MBA
Michigan State University 1978 — 1980
B.A., Accounting
Wells Fargo Advisors, LLC January 1986 - Present
Wells Fargo Advisors 1986 - Present
Wachovia Securities, LLC May 2007 - January 2009
A.G. Edwards & Sons, Inc. 2001 - 2005
Skills
Change Management, Coaching, Financial Services, Leadership, Mutual Funds, Portfolio Management, Process Improvement, Program Management, Securities, Series 63, Series 7, Training, Corporate Communications, Team Building, Retirement Planning, Wealth Management, Risk Management, FINRA
Education
University of Missouri-Saint Louis 1983 — 1984
MA, Psychology
Missouri Baptist University 1979 — 1983
BA, Psychology
Ritenour Senior High School
Wells Fargo Advisors July 2011 - Present
Stifel Nicolaus December 2007 - July 2011
Education
Missouri Baptist University
Business Administration
Wells Fargo Advisors February 2007 - Present
Education
Missouri Baptist University
Wells Fargo Advisors 2007 - Present
UBS Wealth Management 1992 - 2007
Skills
Investments, Estate Investment..., Retirement Planning, Insurance, Financial Services
Education
Michigan State University 1971 — 1973
MA, U.S. History
Michigan State University 1971 — 1973
Master’s Degree, American History
Michigan State University 1967 — 1971
B A, American Studies
VALIC July 2012 - Present
Wells Fargo Advisors January 1990 - July 2012
Skills
Management Consulting, Change Management, Portfolio Management, Organizational...
Education
Miami University 1985 — 1989
BA, International Studies/ Interdisciplinary Studies
Wells Fargo Securities 2010 - Present
Wells Fargo Advisors 2007 - 2010
A.G. Edwards 1999 - 2007
Schroders 1996 - 1999
Education
Mississippi State University
Business Administration
Associated Bank December 2013 - Present
Associated Bank February 2011 - December 2013
Invest Financial September 2009 - January 2011
Johnson Bank September 2009 - January 2011
Wells Fargo Advisors 1997 - 2009
Skills
Series 7, Wealth Management, Securities, Retirement Planning, FINRA, Series 24, Series 63, Series 65, Life & Health Insurance..., 401k, Asset Allocation, Banking, Financial Planning, Fixed Annuities, Investment Advisory, Investments, Loans, Mutual Funds, Portfolio Management, Retirement, Uniform Combined State...
Education
Milwaukee Area Technical College
Wells Fargo Advisors February 2005 - Present
Education
Miami University 1998 — 2002
Bachelor of Science, Finance
Alliance Advisors March 2015 - Present
Thomson Reuters/Nasdaq March 2009 - March 2015
Ilios Partners March 2008 - March 2009
CapitalBridge January 1999 - February 2008
Wells Fargo Advisors October 1997 - December 1998
Skills
Investor Relations, Capital Markets, Bonds, Financial Markets, Equities, Alternative Investments, Hedge Funds, Securities, Financial Modeling, Valuation, Bloomberg, Mergers, Financial Analysis, Equity Research, Fixed Income, Financial Services, Trading, Mergers
Education
Ramapo College of New Jersey 2000 — 2004
Masters of Business Administration, Management
Michigan State University 1993 — 1997
Bachelors of Arts, Finance
Medpace February 2012 - October 2012
J.D. Cloud & Co. L.L.P. July 2011 - December 2011
Wells Fargo Advisors May 2010 - August 2010
MLK Construction May 2008 - August 2008
Skills
Microsoft Office, FX ProSystems, Accounting, Financial Reporting, Financial Analysis, Internal Controls
Education
Miami University 2007 — 2011
Bachelor of Science, Accountancy and Finance
Ohio University
Ohio University
Ohio University
Wells Fargo Advisors August 2013 - Present
Foresters May 2010 - August 2013
Securian Financial Group October 2005 - May 2010
Scuba Dive and Travel July 2003 - August 2005
Honeywell October 1998 - July 2003
Boogie Wonderland October 1995 - August 1998
Skills
Financial Services, Life Insurance, Fixed Annuities, Variable Annuities
Education
Metropolitan State University 2007 — 2009
B.S., Marketing
University of Minnesota-Twin Cities 2004 — 2005
Chisago Lakes, Highschool 1988 — 1992
Edward Jones May 2015 - Present
UnitedHealth Group October 2014 - Present
OptumInsight June 2012 - Present
Wells Fargo Advisors August 2011 - June 2012
Skills
Customer Service, Business Analysis, Data Analysis, Banking, Microsoft Excel, Microsoft Office, PowerPoint, MS Project, Software Documentation, Leadership, Management, Project Management, Analysis, Training
Education
Millikin University 2007 — 2011
Bachelors of Science, Business Administration and Management, General
Wells Fargo Advisors October 2010 - October 2012
Wells Fargo Advisors March 2005 - October 2010
Wells Fargo Financial May 2005 - March 2007
Wells Fargo Bank April 2001 - May 2005
Skills
Training & Development, Organizing, Microsoft Office, Research, Excel, Analytics, Bilingual, Compliance, Customer Service, Documentation, Technical Writing, Written, Typing, Telephone Skills, Teamwork, Credit Analysis, Banking, Investments, Communication, Team Building, Training Manuals, Problem Solving, Collaborative, Interviewing, Coordination, Retirement
Education
University of Minnesota-Twin Cities 2008 — 2010
Bachelor's Degree, Human Resources Development, Business and Marketing, Human Resources and Industrial Relations
Minneapolis Community and Technical College 2000 — 2007
Bachelor of Arts (B.A.), General Studies
Wells Fargo Advisors September 2002 - Present
Skills
Risk Management, Financial Services, Portfolio Management, Series 7, Wealth Management, Mortgage Lending, Mutual Funds, Series 63, Asset Allocation, Credit, Relationship Management, Banking, Securities, Asset Management, Investments, Equities, Finance, Call Centers
Education
Miami University
Bachelor of Business Administration (BBA), Marketing
Xavier University
Master of Business Administration (M.B.A.)
Morgan Stanley Wealth Management 2014 - Present
Wells Fargo Advisors 2013 - 2014
UBS Wealth Management 2007 - 2009
Merrill Lynch Private Bank & Investment Group 2006 - 2007
Wilmington Trust 1999 - 2003
Skills
Wealth Management, Asset Managment, Sales, Executive Coaching, Territory Management, Series 7, Asset Allocation, Series 63, Mutual Funds, Investments, Investment Advisory, Alternative Investments, Financial Advisory, Retirement Planning, Portfolio Management, Securities, Retirement, Equities, Investment Strategies, Strategic Financial..., Asset Management, Investment Management, Finance
Education
Minnesota State University, Mankato 1982 — 1985
EJ Cooper Sr. High
Minnesota State University, Mankato
University of Minnesota-Twin Cities
Edward Rose & Sons October 2011 - Present
Wells Fargo Advisors June 2010 - August 2010
Education
Michigan State University 2006 — 2010
B.A., Finance
Lou Fusz Chrysler Jeep Dodge Ram November 2014 - Present
Wells Fargo Advisors June 2014 - January 2015
Plaza Motors January 2014 - June 2014
AUDI AG January 2014 - June 2014
MassMutual Financial Group July 2013 - February 2014
Blattel & Associates February 2011 - July 2013
American Financial Partners March 2005 - December 2010
Liberty Lending Group 2001 - 2005
Trans World Airlines 2000 - 2001
Skills
Finance, Customer Service, Management, Mortgage Lending, Sales, Sales Management
Education
Missouri Baptist University 2008 — 2010
MBA, Business Administration
Missouri Baptist University 1997 — 2000
Bachelor of Science (BS), Accounting
Webster Groves 1990 — 1994
Ameriprise Financial Services, Inc. November 2009 - Present
Wells Fargo Advisors January 2000 - October 2009
Skills
Government, Microsoft Excel, Microsoft Office, Risk Management, Access, Financial Analysis, Analysis, Financial Reporting, Budgets, Accounting, Account Reconciliation, Financial Accounting, Process Improvement, Auditing, Outlook, Microsoft Word, PowerPoint, Banking, Data Analysis, Managerial Finance, Accounts Receivable, Management, Software Documentation
Education
Metropolitan State University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting
Asmara University 1992 — 1996
Bachelor of Science (B.S.), Accounting
U.S. Bank December 2012 - Present
U.S. Bank 2012 - 2013
WELLS FARGO ADVISORS January 2006 - October 2012
Wells Fargo Advisors January 2006 - January 2011
Accountemps March 2005 - July 2005
Nordstrom March 1999 - March 2005
Skills
Brokerage: BETA,..., Banking: HOGAN, Store..., Trust: SEI, Mortgage: LPS, Microsoft Office:..., Banking, Microsoft Excel, Risk Management, Analysis, Customer Service, Investments, Training, Securities, Process Improvement, Software Documentation, Account Management, Teamwork, Business Analysis, Customer Satisfaction, Insurance
Education
Metropolitan State University 2000 — 2004
Economics
Watermark Learning
Siemens PLM Software July 2015 - Present
Bank of America April 2014 - Present
Wells Fargo Advisors November 2013 - Present
Ally Financial Services February 2012 - February 2013
OptumInsight November 2011 - February 2012
Bank of America September 2011 - November 2011
Wells Fargo Advisors April 2010 - June 2011
Health Net July 1991 - May 2009
Skills
SQL, SDLC, Visio, Data Warehousing, Requirements Analysis, Vendor Management, Business Analysis, Business Intelligence, Requirements Gathering, Systems Analysis, Software Project..., Integration, Process Improvement, Agile Methodologies, Software Documentation, SharePoint, Information Technology, Business Process..., Project Management, Access
Education
Minnesota State University, Mankato 1979 — 1982
B.S., Computer Science
Ameriplan October 2014 - Present
Minnesota School of Business April 2010 - December 2011
Wells Fargo Advisors 2009 - 2010
Minnesota School of Business September 2002 - April 2007
Anthem Education Group April 1998 - August 2002
Education
Minnesota School of Business 2010 — 2010
Diploma-Business Administration
Winona State University
Ryan January 2013 - Present
Thomson Reuters June 2011 - December 2012
Wells Fargo Advisors May 2010 - August 2010
Miami University of Ohio August 2009 - May 2010
Skills
Bloomberg Terminal, Financial Modeling, Financial Markets, Bloomberg, Fixed Income, Equities, Derivatives, Capital Markets, Financial Analysis, Valuation, VBA, Investment Banking, Corporate Finance, Data Analysis, Portfolio Management, Economics, Equity Research, Finance, Trading, Trading Systems, Hedge Funds
Education
Miami University 2007 — 2011
BS, Finance
Sperry Van Ness Levental Realty, LLC. March 2011 - Present
Wells Fargo Advisors February 2001 - March 2011
Education
Miami University 1996 — 2000
Bachelor of Science (B.S.), Marketing/International Business/Russian
Wells Fargo Advisors July 2010 - June 2011
Professional Services Group July 2007 - January 2010
Skills
Family Services, Data Entry, Customer Service, Accounts Receivable, Documentation, Banking, Administrative Support, Supervisory Experience
Education
Mount Mary College 2008 — 2010
Milwaukee Area Technical College 2002 — 2005
Associate Degree, Human Service
Wells Fargo Advisors June 2014 - Present
Education
Missouri Baptist University
Master of Business Administration (MBA), Business Administration and Management, General
UDR June 2014 - August 2014
Proyecto Solidario por la Infancia February 2013 - May 2013
Jones Lang LaSalle June 2012 - August 2012
Council on Competitiveness May 2011 - August 2011
United BioSource Corporation September 2010 - January 2011
Wells Fargo Advisors September 2010 - January 2011
Education
Middlebury College 2011 — 2015
BA, Major: International Politics & Economics Minor: English & American Literature
Tuck School of Business at Dartmouth Bridge Program 2013 — 2013
Universidad Carlos III de Madrid 2013 — 2013
McDonogh School 2008 — 2010
Thomas S. Wootton High School 2006 — 2008
Wells Fargo Advisors 1996 - 1998
Owens & Minor 1994 - 1996
American Express 1991 - 1994
Charrette 1986 - 1989
Northern Data Systems 1984 - 1986
Education
University of Virginia - Darden Graduate School of Business Administration 1989 — 1991
Master of Business Administration (MBA)
Middlebury College 1980 — 1984
B.A., Political Science, French
Glenlakes Golf Club May 2011 - Present
Wells Fargo Advisors December 2005 - April 2011
Moan Canvas Products, Inc. April 1983 - April 2005
Skills
Business, Sales
Education
University of Southern Mississippi 1982 — 1987
Bachelor of Science (BS), Business Administration and Management, General
Mississippi College 1982 — 1983
Wells Fargo Advisors April 2015 - Present
Fleming's Prime Steakhouse & Wine Bar December 2013 - Present
Provision Living, LLC September 2014 - April 2015
Brown Shoe Company September 2014 - September 2014
Express Scripts May 2014 - August 2014
Fleming's Prime Steakhouse & Wine Bar May 2011 - December 2013
Fleming's Prime Steakhouse & Wine Bar May 2010 - May 2011
Education
Missouri Baptist University 2010 — 2014
Bachelor of Science, Accounting
Jefferson Community College 2004 — 2008
Associate of Arts (A.A.), Mathematics
Wells Fargo Advisors February 2008 - Present
Education
Michigan State University 1974 — 1977
Wells Fargo Advisors May 2012 - Present
Wells Fargo September 2010 - Present
Wells Fargo June 2010 - August 2010
Skills
Bilingual-English/Spanis..., Series 6, Series 63, Licensed Life Insurance..., Triathlon
Education
Middle Tennessee State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance & Economics
FivePine Lodge and Conference Center May 2014 - Present
Mid America Publishing Company Inc. January 2005 - October 2013
Wells Fargo Advisors June 2010 - December 2010
Skills
Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, Customer Service, PowerPoint, Troubleshooting, Organization, Social Media
Education
The University of Memphis 2010 — 2013
Bachelor of Arts (B.A.), Philosophy with minor in Political Science
Millsaps College 2009 — 2010
Philosophy
Lausanne Collegiate School 2005 — 2009
High School Diploma, Classics, Humanities, Government, Latin
Wells Fargo Advisors February 2013 - Present
Wells Fargo Home Mortgage February 2013 - Present
Education
Minneapolis Community and Technical College
Wells Fargo Advisors
Skills
Series 7, Retirement Planning, Investments, Asset Allocation, Marketing, Investment Strategies, Series 63, Management, Mutual Funds, Portfolio Management, Wealth Management, Financial Planning, Customer Service, Strategic Planning
Education
Michigan State University
Bachelor's degree, Accounting and Finance
Stanford University Graduate School of Business
MBA
UBS Financial Services Inc. June 2014 - Present
Wells Fargo Advisors February 2010 - March 2014
Cheun International Foods Inc. October 2009 - January 2010
Scottrade April 2009 - December 2009
Education
University of Missouri - St. Louis 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of Missouri - St. Louis 2007 — 2008
Graduate Certificate in Logistics and Supply Chain Management, Logistics, Materials, and Supply Chain Management
Ming Chuan University 1998 — 2002
Bachelor's Degree, Finance, General
Wells Fargo Advisors March 2002 - August 2015
Skills
Customer Service, Microsoft Office, Microsoft Excel, Windows, Leadership, Management, Project Management
Education
Miami Dade College 1987 — 1990
Interior Design
Wells Fargo Advisors August 2009 - Present
Education
Miami University 1981 — 1984
Bachelor of Arts (B.A.), International Business
Wells Fargo Advisors June 2014 - Present
College of Nanoscale Science and Engineering June 2013 - September 2013
Middlebury College September 2012 - May 2013
Education
Middlebury College 2011 — 2015
Bachelor's Degree, Applied Mathematics, Economics, Senior
Broadalbin Perth High School 2007 — 2011
Bankrate, Inc. September 2014 - Present
Abercrombie & Fitch September 2012 - September 2014
Wells Fargo Advisors June 2010 - August 2010
Skills
E-commerce, Web Analytics, Analytics, Retail, Omniture, Strategy, Microsoft Excel, Microsoft Word
Education
Middlebury College 2008 — 2012
Bachelor's degree, Economics and Philosophy
Strong Tower Wealth Management July 2015 - Present
Wells Fargo Advisors October 2012 - June 2015
Wells Fargo Bank September 2008 - October 2012
Wells Fargo May 2004 - September 2008
Prudential March 2000 - May 2004
Swenson Anderson, Assoc. September 1994 - May 2000
Skills
Personal Financial..., Estate Planning, Retirement Planning, College Education...
Education
Minnesota State University, Mankato 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
Storden-Jeffers High School 1985 — 1990
Nant Health September 2012 - Present
Wells Fargo Advisors September 2011 - August 2012
NEXGEN TECHNOLOGIES LLC September 2009 - August 2011
Tata Consultancy Services October 2006 - July 2007
Skills
ETL Tools, Kettle, Informatica, Databases, Data Analysis, Data Modeling, Java, Sun Certified Java..., JavaScript, SQL, PL/SQL, Unix, Software Development, Integration, Microsoft Office
Education
Mississippi State University 2007 — 2009
Master's degree, Computer Engineering