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),

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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
Jessica Cripps Jessica Cripps Greater Minneapolis-St. Paul Area Details
Jessica Cripps's Wells Fargo Advisors Experience March 2009 - Present
Job Senior Registered Client Associate and Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Melissa Watson Melissa Watson Bowling Green, Kentucky Details
Melissa Watson's Wells Fargo Advisors Experience February 2015 - Present
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Kristine Kircher, CFP®, ChFC Kristine Kircher, CFP®, ChFC Greater Minneapolis-St. Paul Area Details
Kristine Kircher, CFP®, ChFC's Wells Fargo Advisors Experience February 2001 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Adam Poole Adam Poole Greater Minneapolis-St. Paul Area Details
Adam Poole's Wells Fargo Advisors Experience November 2008 - October 2011
Job Software Engineer I at Raytheon Cyber Products, Inc.
Industry Financial Services
Experience
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

Kellon Lawrence Kellon Lawrence Jackson, Mississippi Details
Kellon Lawrence's Wells Fargo Advisors Experience January 2011 - May 2011
Job Securities Analyst at Southern Farm Bureau Life Insurance Company
Industry Venture Capital & Private Equity
Experience
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

Rich Wesely Rich Wesely Greater Minneapolis-St. Paul Area Details
Rich Wesely's Wells Fargo Advisors Experience June 2007 - June 2012
Job Financial Advisor, CFP®, Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Craig Danker CIMA®, CRPC® Craig Danker CIMA®, CRPC® Greater San Diego Area Details
Craig Danker CIMA®, CRPC®'s Wells Fargo Advisors Experience August 2014 - Present
Job Financial Advisor First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jan Grimm Jan Grimm Greater Milwaukee Area Details
Jan Grimm's Wells Fargo Advisors Experience December 2013 - Present
Job
Industry Financial Services
Experience
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)

Marla Fudro Marla Fudro Greater Minneapolis-St. Paul Area Details
Marla Fudro's Wells Fargo Advisors Experience January 2008 - July 2011
Job Regional Sales Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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.

Gary Keller, CFP® Gary Keller, CFP® Sarasota, Florida Details
Gary Keller, CFP®'s Wells Fargo Advisors Experience April 1998 - January 2012
Job Financial Advisor at Ameriprise Financial Services, Inc. | CERTIFIED FINANCIAL PLANNER(TM)
Industry Financial Services
Experience
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

Kenneth Dawson Kenneth Dawson Cleveland/Akron, Ohio Area Details
Kenneth Dawson's Wells Fargo Advisors Experience 2012 - 2013
Job Financial Advisor at PNC Investments
Industry Financial Services
Experience
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 O'Halloran Kerri O'Halloran Greater Minneapolis-St. Paul Area Details
Kerri O'Halloran's Wells Fargo Advisors Experience August 2012 - Present
Job Freelance Looking for Opportunities
Industry Printing
Experience
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

Lori Keech Lori Keech Johnston, Iowa Details
Lori Keech's Wells Fargo Advisors Experience January 2014 - Present
Job Area Sales Manager at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   January 2014 - Present

Education
Minnesota State University, Mankato   1985 — 1989
Bachelor's degree, Accounting

Kyle Lane, MBA Kyle Lane, MBA Saint Louis, Missouri Details
Kyle Lane, MBA's Wells Fargo Advisors Experience July 2012 - Present
Job Fixed Income Retail Sales Trading Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
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

Court Lake Court Lake Westport, Connecticut Details
Court Lake's Wells Fargo Advisors Experience May 2013 - July 2013
Job Summer Financial Analyst at Stonetown Capital Group
Industry Financial Services
Experience
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

Corina Hughes Corina Hughes Bend, Oregon Details
Corina Hughes's Wells Fargo Advisors Experience July 2012 - Present
Job Financial Advisor at Hughes Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Chris Roth, PMP, ACP, CSM Chris Roth, PMP, ACP, CSM Greater St. Louis Area Details
Chris Roth, PMP, ACP, CSM's Wells Fargo Advisors Experience September 2015 - Present
Job Project Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Paula Swanson Paula Swanson Fargo, North Dakota Details
Paula Swanson's Wells Fargo Advisors Experience March 2002 - September 2011
Job VP Financial Advisor at Bell Investments
Industry Financial Services
Experience
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

Michelle Hoerber Michelle Hoerber Boston, Massachusetts Details
Michelle Hoerber's Wells Fargo Advisors Experience September 2014 - November 2014
Job Equity Quant Associate at Fidelity Investments
Industry Investment Management
Experience
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

Catherine Bartle Catherine Bartle Prior Lake, Minnesota Details
Catherine Bartle's Wells Fargo Advisors Experience July 1988 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Collin Jenkins Collin Jenkins Miami/Fort Lauderdale Area Details
Collin Jenkins's Wells Fargo Advisors Experience April 2014 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Alison DeVries Alison DeVries Greater Grand Rapids, Michigan Area Details
Alison DeVries's Wells Fargo Advisors Experience December 2009 - March 2011
Job Associate Client Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
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

Kjersten Lazar Kjersten Lazar Greater New York City Area Details
Kjersten Lazar's Wells Fargo Advisors Experience March 1993 - June 2005
Job Vice President, Investments
Industry Financial Services
Experience
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

Bradley Thebeau Bradley Thebeau Saint Louis, Missouri Details
Bradley Thebeau's Wells Fargo Advisors Experience April 2014 - Present
Job Investment Resource Consultant Wells Fargo Advisors
Industry Financial Services
Experience
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

Elizabeth Dahl Elizabeth Dahl Palo Alto, California Details
Elizabeth Dahl's Wells Fargo Advisors Experience June 1995 - Present
Job Senior Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Drew Neitzel Drew Neitzel Greater Grand Rapids, Michigan Area Details
Drew Neitzel's Wells Fargo Advisors Experience 2013 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2013 - Present

Education
Michigan State University   2004 — 2008
Bachelor of Arts (B.A.), Interdisciplinary Humanities

Wyoming Park High School   2000 — 2004

Jon VanOrden Jon VanOrden Minneapolis, Minnesota Details
Jon VanOrden's Wells Fargo Advisors Experience January 2008 - October 2011
Job Senior Vice President at Gradient Investments, LLC
Industry Financial Services
Experience
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

Lloyd Roth Lloyd Roth Philadelphia, Pennsylvania Details
Lloyd Roth's Wells Fargo Advisors Experience April 2012 - September 2014
Job Owner at LR Career Counseling
Industry Financial Services
Experience
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

Mark W. Badalamenti Mark W. Badalamenti Charlotte, North Carolina Area Details
Mark W. Badalamenti's Wells Fargo Advisors Experience 2012 - 2013
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
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

Erik Shifflett,CFP® Erik Shifflett,CFP® Cincinnati Area Details
Erik Shifflett,CFP®'s Wells Fargo Advisors Experience May 2001 - Present
Job Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Gabriel Fancher, MBA, MA Gabriel Fancher, MBA, MA Murfreesboro, Tennessee Details
Gabriel Fancher, MBA, MA's Wells Fargo Advisors Experience 2003 - 2004
Job Financial Advisor at FirstBank Investment Partners
Industry Financial Services
Experience
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

Danielle E. Creedon Danielle E. Creedon San Francisco Bay Area Details
Danielle E. Creedon's Wells Fargo Advisors Experience 2011 - 2012
Job Attorney at Law, The Law Office of Danielle E. Creedon
Industry Law Practice
Experience
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

Tonya L. Rodriguez Tonya L. Rodriguez Okemos, Michigan Details
Tonya L. Rodriguez's Wells Fargo Advisors Experience 2002 - 2012
Job Experienced Attorney
Industry Law Practice
Experience
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

DHARMESH CHOKSHI DHARMESH CHOKSHI Charlotte, North Carolina Area Details
DHARMESH CHOKSHI's Wells Fargo Advisors Experience October 1999 - May 2012
Job Lead Captain at Cardinal Health
Industry Banking
Experience
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

Schuyler Cayton, CFP® Schuyler Cayton, CFP® Greater Denver Area Details
Schuyler Cayton, CFP®'s Wells Fargo Advisors Experience September 2007 - December 2011
Job Financial Planner at WMA Colorado, LLC
Industry Financial Services
Experience
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

Carolyn Jelliffe Carolyn Jelliffe Greater Philadelphia Area Details
Carolyn Jelliffe's Wells Fargo Advisors Experience January 2011 - December 2012
Job Senior Human Resources Associate at Fidato Partners, LLC
Industry Staffing and Recruiting
Experience
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

Fernando Cortes Fernando Cortes Naples, Florida Area Details
Fernando Cortes's Wells Fargo Advisors Experience June 2011 - February 2013
Job Business Banking Registered Representative
Industry Banking
Experience
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

Dylan Weisman Dylan Weisman Livingston, New Jersey Details
Dylan Weisman's Wells Fargo Advisors Experience June 2012 - June 2012
Job Student at Syracuse University
Industry Real Estate
Experience
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

Ferris Sullivan Ferris Sullivan Orlando, Florida Details
Ferris Sullivan's Wells Fargo Advisors Experience March 2014 - May 2014
Job Associate Portfolio Consultant at Charles Schwab
Industry Investment Management
Experience
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

Bill Snyder, CRPC Bill Snyder, CRPC Greater Minneapolis-St. Paul Area Details
Bill Snyder, CRPC's Wells Fargo Advisors Experience January 2008 - December 2011
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
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

Ronnie Whiting, CPPM Ronnie Whiting, CPPM Bethel, Minnesota Details
Ronnie Whiting, CPPM's Wells Fargo Advisors Experience September 2011 - Present
Job BUSINESS SYSTEMS CONSULTANT at Wells Fargo
Industry Financial Services
Experience
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

Jim McGuire Jim McGuire Greater Philadelphia Area Details
Jim McGuire's Wells Fargo Advisors Experience September 2005 - September 2014
Job Branch Manager at Robert W. Baird and Co.
Industry Financial Services
Experience
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

Yuri Damitz Yuri Damitz San Francisco Bay Area Details
Yuri Damitz's Wells Fargo Advisors Experience July 2014 - Present
Job VP, Manager of Virtual Channel Analytics Team at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kayla Glover Kayla Glover Osseo, Minnesota Details
Kayla Glover's Wells Fargo Advisors Experience July 2011 - August 2012
Job Loan Document Specialist at Premia Relocation Mortgage
Industry Financial Services
Experience
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

Gary Schaffhauser Gary Schaffhauser Ridgeland, Mississippi Details
Gary Schaffhauser's Wells Fargo Advisors Experience August 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

David McPhail David McPhail Oxford, Mississippi Details
David McPhail's Wells Fargo Advisors Experience May 2011 - June 2015
Job Wealth Advisor and Founder at Giles McPhail Wealth Management
Industry Financial Services
Experience
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

Howell Taylor Howell Taylor Hattiesburg, Mississippi Details
Howell Taylor's Wells Fargo Advisors Experience August 1986 - Present
Job Senior Vice President Branch Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Tom Wozniak Tom Wozniak Missoula, Montana Details
Tom Wozniak's Wells Fargo Advisors Experience January 2013 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Felipe Colón Felipe Colón Sarasota, Florida Area Details
Felipe Colón's Wells Fargo Advisors Experience August 2007 - Present
Job •Financial Advisor •Fundamental Choice Portfolio Manager •Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2007 - Present

Education
Middlebury College   1999 — 2004
BA

Middlesex School   1995 — 1999

Will Berend Will Berend Greater Minneapolis-St. Paul Area Details
Will Berend's Wells Fargo Advisors Experience September 2015 - Present
Job IT Project Manager, Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Steven Buus Steven Buus Greater Minneapolis-St. Paul Area Details
Steven Buus's Wells Fargo Advisors Experience 2015 - Present
Job Web Developer
Industry Computer Software
Experience
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

Kevin Angles Kevin Angles Miami, Florida Details
Kevin Angles's Wells Fargo Advisors Experience June 2015 - August 2015
Job Strategy Consultant at Wells Fargo Advisors
Industry Computer Software
Experience
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

Erick Reinoso Erick Reinoso Miami, Florida Details
Erick Reinoso's Wells Fargo Advisors Experience May 2012 - Present
Job Private Banker for Wells Fargo Bank
Industry Banking
Experience
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

Margaret “Peg” Moore, CFP® CRC® CPWA® Margaret “Peg” Moore, CFP® CRC® CPWA® Ann Arbor, Michigan Details
Margaret “Peg” Moore, CFP® CRC® CPWA®'s Wells Fargo Advisors Experience June 2006 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Franky Lopez Franky Lopez Miami, Florida Details
Franky Lopez's Wells Fargo Advisors Experience June 2014 - August 2014
Job GWM
Industry Banking
Experience
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

Jackie Maldonado Jackie Maldonado Greater Denver Area Details
Jackie Maldonado's Wells Fargo Advisors Experience June 2010 - October 2013
Job Vice President for Students at MSU Denver
Industry Financial Services
Experience
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

Jorge A Vasquez Jorge A Vasquez Boca Raton, Florida Details
Jorge A Vasquez's Wells Fargo Advisors Experience August 2014 - January 2015
Job Registered Client Associate
Industry Financial Services
Experience
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

J.P. Garofalo J.P. Garofalo Greater New York City Area Details
J.P. Garofalo's Wells Fargo Advisors Experience March 2013 - September 2013
Job Fundation Group, LLC.
Industry Financial Services
Experience
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

Nancy Barrette Nancy Barrette Birmingham, Michigan Details
Nancy Barrette's Wells Fargo Advisors Experience April 1986 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Hallie K. Hoffman Hallie K. Hoffman Charlotte, North Carolina Details
Hallie K. Hoffman's Wells Fargo Advisors Experience April 2014 - Present
Job Technical Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Holly McCoy Holly McCoy Newton, Illinois Details
Holly McCoy's Wells Fargo Advisors Experience May 2010 - January 2011
Job Mortgage Loan Processor at Midland States Bank
Industry Health, Wellness and Fitness
Experience
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

David Spielberg David Spielberg Louisville, Kentucky Details
David Spielberg's Wells Fargo Advisors Experience June 2011 - August 2011
Job Vice President of Commercial Operations at Kentucky Mirror & Plate Glass
Industry Construction
Experience
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

Izhar Mohamed Izhar Mohamed Saint Paul, Minnesota Details
Izhar Mohamed's Wells Fargo Advisors Experience August 2006 - January 2008
Job President
Industry Executive Office
Experience
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

Andrea McIntosh Andrea McIntosh Pleasant Grove, Alabama Details
Andrea McIntosh's Wells Fargo Advisors Experience October 1999 - October 2010
Job Professional Consultant
Industry Real Estate
Experience
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

Patrick Stadler Patrick Stadler Greater Minneapolis-St. Paul Area Details
Patrick Stadler's Wells Fargo Advisors Experience January 2011 - Present
Job Technical Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
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

Mark Charles Doman Mark Charles Doman United States Details
Mark Charles Doman's Wells Fargo Advisors Experience July 2015 - August 2015
Job Student at Miami University
Industry Financial Services
Experience
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

El Karnwie-Tuah El Karnwie-Tuah Saint Paul, Minnesota Details
El Karnwie-Tuah's Wells Fargo Advisors Experience April 2012 - October 2013
Job Finance and Billing Assistant
Industry Music
Experience
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

Frank Sorise Frank Sorise Chicago, Illinois Details
Frank Sorise's Wells Fargo Advisors Experience June 2009 - September 2009
Job Creative Coordinator at Wilson Dow Group and Under the Radar
Industry Events Services
Experience
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

Holly Palmer Holly Palmer Saint Louis, Missouri Details
Holly Palmer's Wells Fargo Advisors Experience December 2012 - November 2014
Job Senior Financial Analyst at Scottrade
Industry Financial Services
Experience
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

Doug Reilly Doug Reilly Edmonds, Washington Details
Doug Reilly's Wells Fargo Advisors Experience 2007 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jeff Leonard Jeff Leonard Greater St. Louis Area Details
Jeff Leonard's Wells Fargo Advisors Experience January 2012 - December 2014
Job SVP, Digital Marketing and Social Media at Wells Fargo
Industry Financial Services
Experience
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

Melissa Roessler Melissa Roessler Fairview Heights, Illinois Details
Melissa Roessler's Wells Fargo Advisors Experience November 2011 - Present
Job Financial Advisor I Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Brad Nielsen Brad Nielsen Greater St. Louis Area Details
Brad Nielsen's Wells Fargo Advisors Experience June 2005 - Present
Job Operations specialist 3 at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kyle Kimball Kyle Kimball Greater Minneapolis-St. Paul Area Details
Kyle Kimball's Wells Fargo Advisors Experience October 2010 - July 2011
Job Securities Admin Services Analyst at Wells Fargo
Industry Financial Services
Experience
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

Kirk Brown Kirk Brown Cincinnati Area Details
Kirk Brown's Wells Fargo Advisors Experience July 2012 - May 2013
Job Licensed Client Service Assistant at Fifth Third Securities
Industry Financial Services
Experience
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

Steve Gangloff Steve Gangloff Columbus, Ohio Area Details
Steve Gangloff's Wells Fargo Advisors Experience 2010 - 2012
Job Senior Financial Analyst at Owens Corning
Industry Financial Services
Experience
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

Todd Thayer Todd Thayer Chesterfield, Missouri Details
Todd Thayer's Wells Fargo Advisors Experience October 2011 - August 2014
Job Financial Consultant at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
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

Sarah Warren Sarah Warren Greater St. Louis Area Details
Sarah Warren's Wells Fargo Advisors Experience January 2015 - Present
Job Regional Business Consultant Business Development Manager at Wells Fargo Advisors
Industry Human Resources
Experience
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

M. Alex Burns M. Alex Burns Lake Mary, Florida Details
M. Alex Burns's Wells Fargo Advisors Experience June 2012 - August 2012
Job Inside Product Sales Representative at Symantec
Industry Information Technology and Services
Experience
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

Samuel Lane Gould Samuel Lane Gould Tulsa, Oklahoma Area Details
Samuel Lane Gould's Wells Fargo Advisors Experience December 2011 - January 2014
Job Streamcast Meteorologist at National Storm Channel
Industry Government Relations
Experience
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

Kambria Johnson Kambria Johnson Minneapolis, Minnesota Details
Kambria Johnson's Wells Fargo Advisors Experience January 2011 - June 2012
Job Student at Minnesota State University, Mankato
Industry Primary/Secondary Education
Experience
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

Heather Crist Heather Crist Greater Chicago Area Details
Heather Crist's Wells Fargo Advisors Experience August 2012 - Present
Job Senior Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Chad Yeager Chad Yeager Greater Minneapolis-St. Paul Area Details
Chad Yeager's Wells Fargo Advisors Experience Perf AnalystDain RausherMarch 1996 - December 2001
Job Analytics Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   Perf AnalystDain RausherMarch 1996 - December 2001

Skills
Series 7, Securities

Education
Metropolitan State University   2002 — 2007

David R. Hirons David R. Hirons Greater San Diego Area Details
David R. Hirons's Wells Fargo Advisors Experience November 2002 - October 2014
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
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

Paul Roettger Paul Roettger Greater St. Louis Area Details
Paul Roettger's Wells Fargo Advisors Experience July 2011 - Present
Job First Vice President, Exchange Traded Products at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Shanon Hamilton Shanon Hamilton Greater St. Louis Area Details
Shanon Hamilton's Wells Fargo Advisors Experience March 2015 - Present
Job PC/LAN Anlyst 5 at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Dan Sturges CFP® Dan Sturges CFP® Steamboat Springs, Colorado Details
Dan Sturges CFP®'s Wells Fargo Advisors Experience February 2014 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Mark Downey, CIMA® Mark Downey, CIMA® Rochester, New York Area Details
Mark Downey, CIMA®'s Wells Fargo Advisors Experience May 1991 - Present
Job First Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Amy Fine Amy Fine Greater St. Louis Area Details
Amy Fine's Wells Fargo Advisors Experience July 2012 - Present
Job Senior Learning & Development Consultant, Product Education Strategy, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2012 - Present
Wells Fargo Advisors (contractor through VisionCor)   January 2001 - Present

Education
Michigan State University   1989 — 1993

Zachary Tangeman Zachary Tangeman Greater St. Louis Area Details
Zachary Tangeman's Wells Fargo Advisors Experience July 2015 - Present
Job Director of Digital Reporting and Analytics at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
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

Barbara Sager, CFP®,CRPC® Barbara Sager, CFP®,CRPC® Greater Minneapolis-St. Paul Area Details
Barbara Sager, CFP®,CRPC®'s Wells Fargo Advisors Experience June 2015 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
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

Michael Wegener Michael Wegener Bay City, Michigan Details
Michael Wegener's Wells Fargo Advisors Experience October 2010 - Present
Job First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Mara Hasenbeck Mara Hasenbeck Greater St. Louis Area Details
Mara Hasenbeck's Wells Fargo Advisors Experience 1986 - Present
Job VP, Program Mgr. Branch Team Member Development at Wells Fargo Advisors
Industry Financial Services
Experience
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

Shannan Kellogg Shannan Kellogg Greater St. Louis Area Details
Shannan Kellogg's Wells Fargo Advisors Experience July 2011 - Present
Job Product Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2011 - Present
Stifel Nicolaus  December 2007 - July 2011

Education
Missouri Baptist University
Business Administration

Sarah Rupp Sarah Rupp Saint Louis, Missouri Details
Sarah Rupp's Wells Fargo Advisors Experience February 2007 - Present
Job Legal Administrative Assistant at Wells Fargo Advisors
Industry Legal Services
Experience
Wells Fargo Advisors   February 2007 - Present

Education
Missouri Baptist University

Dale Meltzer Dale Meltzer Greensboro/Winston-Salem, North Carolina Area Details
Dale Meltzer's Wells Fargo Advisors Experience 2007 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Cassandra Van Horn Anderson Cassandra Van Horn Anderson San Francisco Bay Area Details
Cassandra Van Horn Anderson's Wells Fargo Advisors Experience January 1990 - July 2012
Job Financial Advisor at VALIC
Industry Financial Services
Experience
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

Joshua Sontag Joshua Sontag Greater Philadelphia Area Details
Joshua Sontag's Wells Fargo Advisors Experience 2007 - 2010
Job Director Institutional Equity Sales at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  2010 - Present
Wells Fargo Advisors   2007 - 2010
A.G. Edwards   1999 - 2007
Schroders  1996 - 1999

Education
Mississippi State University
Business Administration

Jenni Gaura Jenni Gaura Greater Milwaukee Area Details
Jenni Gaura's Wells Fargo Advisors Experience 1997 - 2009
Job Field Support Manager at Associated Bank
Industry Financial Services
Experience
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

Christopher Ruifrok Christopher Ruifrok Greater Detroit Area Details
Christopher Ruifrok's Wells Fargo Advisors Experience February 2005 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2005 - Present

Education
Miami University   1998 — 2002
Bachelor of Science, Finance

Jeffrey Nisenson Jeffrey Nisenson Bloomfield, New Jersey Details
Jeffrey Nisenson's Wells Fargo Advisors Experience October 1997 - December 1998
Job Senior Vice President at Alliance Advisors
Industry Financial Services
Experience
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

Nolan Dewire Nolan Dewire Cincinnati, Ohio Details
Nolan Dewire's Wells Fargo Advisors Experience May 2010 - August 2010
Job Staff Accountant
Industry Accounting
Experience
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

Darin Brommer Darin Brommer Greater Minneapolis-St. Paul Area Details
Darin Brommer's Wells Fargo Advisors Experience August 2013 - Present
Job Financial Consultant Wells Fargo Advisors
Industry Financial Services
Experience
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 Kirsch Edward Kirsch Greater Chicago Area Details
Edward Kirsch's Wells Fargo Advisors Experience August 2011 - June 2012
Job Financial Advisor
Industry Financial Services
Experience
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

Norma Yaurincela Norma Yaurincela Greater Minneapolis-St. Paul Area Details
Norma Yaurincela's Wells Fargo Advisors Experience October 2010 - October 2012
Job Client Service Consultant at Wells Fargo Securities
Industry Investment Management
Experience
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

Jeff Faught Jeff Faught Greater Salt Lake City Area Details
Jeff Faught's Wells Fargo Advisors Experience September 2002 - Present
Job Client Service Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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.)

Brian Schoenle Brian Schoenle Greater Minneapolis-St. Paul Area Details
Brian Schoenle's Wells Fargo Advisors Experience 2013 - 2014
Job First Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
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

Jake Guminik Jake Guminik Farmington, Michigan Details
Jake Guminik's Wells Fargo Advisors Experience June 2010 - August 2010
Job Financial Services Professional
Industry Financial Services
Experience
Edward Rose & Sons  October 2011 - Present
Wells Fargo Advisors   June 2010 - August 2010

Education
Michigan State University   2006 — 2010
B.A., Finance

David Verity David Verity Greater St. Louis Area Details
David Verity's Wells Fargo Advisors Experience June 2014 - January 2015
Job Internet Manager at Lou Fusz Chrysler Jeep Dodge Ram
Industry Financial Services
Experience
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

Daniel Kelati Daniel Kelati Greater Minneapolis-St. Paul Area Details
Daniel Kelati's Wells Fargo Advisors Experience January 2000 - October 2009
Job Sr. Finanacial and Regulatory Reporting Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Alina Barylo Alina Barylo Greater Minneapolis-St. Paul Area Details
Alina Barylo's Wells Fargo Advisors Experience January 2006 - October 2012
Job
Industry Financial Services
Experience
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

Gloria Kuo Gloria Kuo Charlotte, North Carolina Area Details
Gloria Kuo's Wells Fargo Advisors Experience November 2013 - Present
Job Solution Consultant at Siemens PLM Software
Industry Information Services
Experience
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

Cori Olson Cori Olson Forest Lake, Minnesota Details
Cori Olson's Wells Fargo Advisors Experience 2009 - 2010
Job IBO
Industry Health, Wellness and Fitness
Experience
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

Cory Harless Cory Harless Independence, Ohio Details
Cory Harless's Wells Fargo Advisors Experience May 2010 - August 2010
Job Commercial Real Estate Tax Consultant at Ryan
Industry Information Technology and Services
Experience
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

David Shlahtechman David Shlahtechman Cincinnati Area Details
David Shlahtechman's Wells Fargo Advisors Experience February 2001 - March 2011
Job Advisor at Sperry Van Ness | Levental Realty, LLC.
Industry Commercial Real Estate
Experience
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

Ava Townsend Ava Townsend Cottage Grove, Minnesota Details
Ava Townsend's Wells Fargo Advisors Experience July 2010 - June 2011
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
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

Kim Gosnell Kim Gosnell Saint Louis, Missouri Details
Kim Gosnell's Wells Fargo Advisors Experience June 2014 - Present
Job Operations Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors   June 2014 - Present

Education
Missouri Baptist University
Master of Business Administration (MBA), Business Administration and Management, General

Ethan Broner Ethan Broner Rockville, Maryland Details
Ethan Broner's Wells Fargo Advisors Experience September 2010 - January 2011
Job Student at Middlebury College
Industry
Experience
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

Ruthie Klinck Ruthie Klinck United States Details
Ruthie Klinck's Wells Fargo Advisors Experience 1996 - 1998
Job
Industry
Experience
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

Helen Moran Helen Moran Foley, Alabama Details
Helen Moran's Wells Fargo Advisors Experience December 2005 - April 2011
Job Director of Sales and Events at Glenlakes Golf Club
Industry Entertainment
Experience
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

Kaleb Katzenberger Kaleb Katzenberger Greater St. Louis Area Details
Kaleb Katzenberger's Wells Fargo Advisors Experience April 2015 - Present
Job Operations Analyst Contractor at Wells Fargo Advisors
Industry Accounting
Experience
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

Healey Michael Healey Michael Scottsdale, Arizona Details
Healey Michael's Wells Fargo Advisors Experience February 2008 - Present
Job Managing Director at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 2008 - Present

Education
Michigan State University   1974 — 1977

Jeffery Lisea Jeffery Lisea West Palm Beach, Florida Details
Jeffery Lisea's Wells Fargo Advisors Experience May 2012 - Present
Job Brokerage Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Stuart Rucker Stuart Rucker Sisters, Oregon Details
Stuart Rucker's Wells Fargo Advisors Experience June 2010 - December 2010
Job Night Auditor at FivePine Lodge and Conference Center
Industry Hospitality
Experience
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

Andre Burton Andre Burton Minneapolis, Minnesota Details
Andre Burton's Wells Fargo Advisors Experience February 2013 - Present
Job Data entry at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo Advisors   February 2013 - Present
Wells Fargo Home Mortgage  February 2013 - Present

Education
Minneapolis Community and Technical College

Ric Jurmu Ric Jurmu West Hollywood, California Details
Ric Jurmu's Wells Fargo Advisors Experience
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Meng-ching Lan Meng-ching Lan Irvine, California Details
Meng-ching Lan's Wells Fargo Advisors Experience February 2010 - March 2014
Job Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
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

NANCY ROLLAN ARGUETA NANCY ROLLAN ARGUETA Miami, Florida Details
NANCY ROLLAN ARGUETA's Wells Fargo Advisors Experience March 2002 - August 2015
Job Client Associate
Industry Financial Services
Experience
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

Barbara Endres Barbara Endres Grand Junction, Colorado Details
Barbara Endres's Wells Fargo Advisors Experience August 2009 - Present
Job First Vice PresidentInvestment at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2009 - Present

Education
Miami University   1981 — 1984
Bachelor of Arts (B.A.), International Business

Arjun Shah Arjun Shah Albany, New York Area Details
Arjun Shah's Wells Fargo Advisors Experience June 2014 - Present
Job Summer Intern at Wells Fargo Advisors
Industry Higher Education
Experience
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

David Farah David Farah New York, New York Details
David Farah's Wells Fargo Advisors Experience June 2010 - August 2010
Job Senior Business Analyst at Bankrate, Inc.
Industry Financial Services
Experience
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

Lora Bettendorf Lora Bettendorf Minneapolis, Minnesota Details
Lora Bettendorf's Wells Fargo Advisors Experience October 2012 - June 2015
Job Senior Account Executive at Strong Tower Wealth Management
Industry Financial Services
Experience
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

Venkata (Swaroop) Nookala Venkata (Swaroop) Nookala Frisco, Texas Details
Venkata (Swaroop) Nookala's Wells Fargo Advisors Experience September 2011 - August 2012
Job Software Engineer at Nant Health
Industry Information Technology and Services
Experience
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

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