Wells Fargo Advisors

Industry: Subsidiary

Description

Wells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),

Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Karla Samson Karla Samson Greater St. Louis Area Details
Karla Samson's Wells Fargo Advisors Experience April 2014 - Present
Job Learning and Development Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2014 - Present
Webster University  October 2007 - Present
Edward Jones  June 2013 - March 2014

Skills
Instructional Design, Public Speaking, Teaching, E-Learning, Research, Adult Education, Microsoft Office, Higher Education, Leadership Development, Coaching, Leadership, PowerPoint, Microsoft Excel, Training, Customer Service, Staff Development, Curriculum Design, Non-profits, Project Management, Event Planning, Blended Learning, Organizational...

Education
Webster University   2002 — 2007
Master of Arts, Teaching (M.A.T.), Educational/Instructional Technology

Missouri State University   1994 — 1999
Bachelor of Arts (B.A.), Spanish Language and Literature

Jesus A Estrada Jr Jesus A Estrada Jr San Diego, California Details
Jesus A Estrada Jr's Wells Fargo Advisors Experience August 2012 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2012 - Present

Skills
Financial Advisory, Investment Planning, Retirement Planning, Investment Strategies, Finance, Retirement, Investments, IRAs, Roth IRA, Mutual Funds, Variable Annuities, Saving for Education, 529 Plans, 401k Rollovers, Asset Allocation, Bilingual-English/Spanis..., Client-focused, Term Life Insurance, ETFs

Education
National University   2011 — 2012
Master of Business Administration (MBA), Financial Management

National University   2009 — 2011
Bachelor of Business Administration (BBA)

Southwest High School

Brandon Kaletkowski Brandon Kaletkowski Red Bank, New Jersey Details
Brandon Kaletkowski's Wells Fargo Advisors Experience May 2006 - March 2011
Job Trust Officer OceanFirst Bank
Industry Banking
Experience
OceanFirst Bank  September 2013 - Present
Sun National Bank  March 2011 - February 2013
Wells Fargo Advisors   May 2006 - March 2011
Marlin Leasing Corporation  January 2001 - January 2002

Skills
Series 7, Series 63, Series 6, Life & Health Insurance..., NMLS Licensed, Mortgage Banking, Commercial Lending, Healthcare Analytics, Wholesale Banking, Private Banking, Wealth Management, Banking, Operations Management, Risk Management, Underwriting, Microsoft Office, Investments, Finance, Financial Analysis

Education
Monmouth University   2002 — 2004
Master of Arts (M.A.), GPA 3.9

Pepperdine University   1998 — 2001
Bachelor of Science (BS), Business Administration and Management, General, GPA 3.5

Amanda Dell Amanda Dell Saint Louis, Missouri Details
Amanda Dell's Wells Fargo Advisors Experience October 2008 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Wells Fargo Advisors   October 2008 - Present
Wells Fargo Capital Markets  May 2004 - March 2008
Swank Audio Visuals  2006 - 2008
RSI International, Inc.   May 2004 - March 2006

Skills
Microsoft Office 2007, Microsoft Office Xp, Events Coordination, Travel Planning, Expense Reports, Managed Futures reports, Maintaining..., Maintaining A Positive..., Maintain Outlook..., New Hire Processes, Equipment contracts, Lease agreements, Administrative..., Customer Service, Data Warehousing, Invoicing, Leadership, Lotus Notes, Microsoft Word, Marketing Research, New Business Development, Social Networking, Office Management, Organization, Photoshop, PowerPoint, Strategic Planning, Problem Solving, Renovation, Visio, Windows, XHTML, XML, YouTube, Zoning, Customer Support, Corporate Finance, Cross-functional Team..., Accounts Receivable, Management, Accounts Payable, Finance, Event Management, Accounting, Marketing, Teamwork, Access

Education
Notre Dame   1992 — 1996
Freshman-Senior

Missouri State University

Lindsay Beasley Lindsay Beasley Saint Louis, Missouri Details
Lindsay Beasley's Wells Fargo Advisors Experience May 2008 - November 2008
Job Client Service Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance  November 2013 - Present
Liberty Mutual Insurance  January 2009 - November 2013
Wells Fargo Advisors   May 2008 - November 2008
Toyota Financial Services  May 2007 - August 2007

Skills
Underwriting, Financial Analysis, Customer Service, Sales

Education
Missouri State University   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Kathy Mayhew Kathy Mayhew Huntersville, North Carolina Details
Kathy Mayhew's Wells Fargo Advisors Experience June 2005 - June 2009
Job Customer Service Representative
Industry Printing
Experience
ImageMark Business Services  Customer Service RepresentativeRR Donnelley2009 - 2013
Wells Fargo Advisors   June 2005 - June 2009
Marsh & McLennan Companies, Inc.   November 2001 - April 2005
Cadmus Communications  March 1987 - October 2001

Skills
Experienced in building..., Project Coordination, ISO 9000, Multi-tasked, NC Property & Casualty...

Education
CPCC
Some College, HR and Printing

Mountain State University
Some College, Studied Business

Steve Swymeler Steve Swymeler Saint Louis, Missouri Details
Steve Swymeler's Wells Fargo Advisors Experience Vice President Workforce CampaignUnited Way of Greater Kansas City2006 - 2012
Job Vice President Community Affairs at Wells Fargo Advisors
Industry Philanthropy
Experience
Wells Fargo Advisors   Vice President Workforce CampaignUnited Way of Greater Kansas City2006 - 2012
Target Corporation  2001 - 2004
United Way of the Saint Paul Area  1998 - 2000
United Way of the Saint Paul Area  1996 - 1998
United Way of Greater St. Joseph  1991 - 1996

Skills
Workplace Giving, Fundraising, Skilled Relationship..., Goal Setting, Corporate Strategy..., Problem Solving, Employee Engagement, Product Development, Event Planning, Corporate Communications, Long Range Planning, Change Management, Volunteer Recruiting, Volunteer Management, Experienced Trainer, Multi Tasking, Relational Databases, Data Analysis, Community Outreach, Strategic Partnerships, Donor Research, Donor Engagement, Affinity Groups, Direct Marketing, Team Leadership, Job Coaching

Education
Missouri Western State University
B.S.B.A., Marketing

Courtney (Gallagher) Woods Courtney (Gallagher) Woods Greater St. Louis Area Details
Courtney (Gallagher) Woods's Wells Fargo Advisors Experience January 2012 - Present
Job Securities Operations Service Specialist 4 at Wells Fargo Advisors New Accounts
Industry Financial Services
Experience
Wells Fargo Advisors   January 2012 - Present
Wells Fargo Advisors   October 2011 - January 2012
Mutual of Omaha  August 2010 - May 2011

Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Event Planning, Time Management, Data Entry, Telephone Skills, Organization, Fundraising, Spreadsheets, Teamwork, Sales, Public Speaking, Marketing, Finance, Social Media, Leadership, Social Networking, Management

Education
Missouri State University   2007 — 2011
Bachelor of Science, Finance & Real Estate

Francisco Ramos, CSWA Francisco Ramos, CSWA Chula Vista, California Details
Francisco Ramos, CSWA's Wells Fargo Advisors Experience May 2006 - September 2010
Job Design Engineer
Industry Graphic Design
Experience
Solar Turbines  November 2014 - Present
Chula Vista Elementary School District  May 2013 - November 2014
KNOVA Tools LLC   May 2013 - November 2013
3-Diseños   November 2011 - May 2013
Ramcore Financial   December 2011 - May 2012
Wells Fargo Advisors   May 2006 - September 2010
American Heritage Direct   March 2005 - November 2005

Skills
Team-oriented, Solidworks, AutoCAD, Matlab, Proactive self-starter, Organized Multi-tasker, Dedicated Professional, Leadership, Spanish, Fast Learner, Risk Management, Finance, Analysis, CAD, Teamwork, Microsoft Excel, SolidWorks, Engineering, Continuous Improvement, Project Management, Six Sigma, Microsoft Office, Product Design, Strategic Planning, Root Cause Analysis, Lean Manufacturing

Education
National University   2011 — 2013
Manufacturing Design Engineer, Mechanical Drafting and Mechanical Drafting CAD/CADD, 3.54 GPA

Southwestern Community College District   2008 — 2011

Vincent Stanton Vincent Stanton Saint Louis, Missouri Details
Vincent Stanton's Wells Fargo Advisors Experience May 2012 - August 2013
Job Financial Services Professional
Industry Investment Management
Experience
Scottrade  March 2014 - Present
Stifel Financial  August 2013 - March 2014
Wells Fargo Advisors   May 2012 - August 2013
Auto Assure Inc.   2011 - 2011

Skills
Project Management, Risk Management, Business Analysis, Portfolio Management, Microsoft Excel, Sales, Access, Training, Microsoft Word, Microsoft Office, Customer Service, Finance, Software Documentation, Active Directory, SharePoint, XML, Salesforce.com, Management, Investments, Financial Services, Marketing, Time Management, Leadership, Outlook, Financial Analysis, Securities, Series 7, Equities, Fixed Income, Marketing Communications, Public Speaking, PowerPoint, Analysis

Education
St. Charles Community College   2010 — 2010

Moberly Area Community College   2009 — 2010

Brad Saunders Brad Saunders San Francisco Bay Area Details
Brad Saunders's Wells Fargo Advisors Experience May 2013 - August 2013
Job Application Engineer at Bank of the West
Industry Information Technology and Services
Experience
Bank of the West  February 2014 - Present
VMware  October 2013 - December 2013
Wells Fargo Advisors   May 2013 - August 2013
Monsanto  January 2010 - May 2013

Skills
SharePoint, SQL, ITIL, IT Service Management, JavaScript, PHP, Java, Visio, Business Analysis, Process Improvement, Microsoft SQL Server, System Administration, Databases, SDLC, Information Technology, IT Operations, IT Management

Education
Missouri State University   2006 — 2009
Bachelor of Science (B.S.), Information Technology Service Management

Kirk Ward Kirk Ward Overland Park, Kansas Details
Kirk Ward's Wells Fargo Advisors Experience May 2009 - October 2011
Job Marketing Consultant at Dex Media
Industry Marketing and Advertising
Experience
Dex Media  August 2014 - Present
COUNTRY Financial®  July 2013 - August 2014
BancWest Investment Services  October 2011 - March 2013
Wells Fargo Advisors   May 2009 - October 2011
American Family Insurance  February 1991 - March 2009

Skills
Strategic Financial..., Portfolio Management, Finance, Insurance, Life Insurance, Securities, Financial Services, Retirement Planning, Fixed Annuities, Retirement, Management, Property & Casualty..., Auto & Home Insurance, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Sales, Leadership, Customer Service, Marketing

Education
Missouri State University   1983 — 1988
BFA, Theatre & Interpretation

Elizabeth Sandoval Elizabeth Sandoval Ontario, California Details
Elizabeth Sandoval's Wells Fargo Advisors Experience August 2008 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2008 - Present
PFF Bank & Trust-Glencrest Insurance Services   January 2005 - August 2008
Jackson Federal Bank  April 2002 - January 2005

Skills
Investments, Insurance, Finance, Retirement, Financial Services, Small Business, Time Management, Investment Strategies, Accounts Receivable, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Series 63

Education
National University
Bachelor's Degree, Business Administration and Management, General

Ken Eidson, CFP® Ken Eidson, CFP® Leawood, Kansas Details
Ken Eidson, CFP®'s Wells Fargo Advisors Experience May 2000 - April 2014
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  April 2014 - Present
Wells Fargo Advisors   May 2000 - April 2014

Education
Missouri State University   1969 — 1973
Bachelor of Science (B.S.), Business Management

Gregg Powers Gregg Powers United States Details
Gregg Powers's Wells Fargo Advisors Experience August 2000 - Present
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry
Experience
Wells Fargo Advisors   August 2000 - Present

Education
Montclair State University   1987 — 1991
Bachelor's degree, Finance and Marketing

Sarah Waters Sarah Waters Greater St. Louis Area Details
Sarah Waters's Wells Fargo Advisors Experience November 2013 - Present
Job Sr. UX Visual Designer at Wells Fargo Advisors / President & CoFounder of ready+willing
Industry Marketing and Advertising
Experience
Wells Fargo Advisors   November 2013 - Present
Ready & Willing, Inc.   November 2009 - Present
Captiva Marketing  February 2013 - October 2013
Snap Creative  July 2012 - February 2013
Snap Creative  October 2007 - July 2012
AAF – Ad Club Saint Louis   2007 - 2009
AAF – Ad Club Saint Louis   2007 - 2009
AAF – Ad Club Saint Louis   2006 - 2009
Snap Creative  August 2006 - October 2007
Snap Creative  November 2003 - August 2006

Skills
Adobe Creative Suite, Microsoft Office, HTML + CSS, Basecamp, Social Media, Constant Contact, Graphic Design, Art Direction, Web Design, InDesign, Illustrator, Photoshop, Dreamweaver, Digital Marketing, Mac, Advertising, Project Management, After Effects, Premiere, Marketing Communications, Social Media Marketing, Email Marketing, HTML emails

Education
Missouri State University   1996 — 2000
BFA, Graphic Design

Michael Hom Michael Hom Greater New York City Area Details
Michael Hom's Wells Fargo Advisors Experience April 2013 - December 2013
Job Accountant at Edison Township Board of Education
Industry Financial Services
Experience
Edison Township Board of Education  December 2013 - Present
Wells Fargo Advisors   April 2013 - December 2013
North Brunswick Township BOE   July 2011 - April 2013
North Brunswick Board of Education  February 2011 - February 2012
Long Beach Township Beach Patrol  June 2004 - October 2010
Sunglass Hut  November 2009 - May 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Finance, Sales, Financial Analysis, Investments, Portfolio Management, Fixed Income, Asset Allocation, Statistics, Analysis, Strategic Planning, Customer Service, Marketing Strategy, Public Speaking, Team Leadership, Social Media, Microsoft Word

Education
University of North Carolina at Wilmington   2006 — 2010
Bachelor of Science, Economics, Finance

Monmouth University
Master of Business Administration (M.B.A.), Accounting and Finance

southern regional high school

Jeff Lesniewicz Jeff Lesniewicz Greater Chicago Area Details
Jeff Lesniewicz's Wells Fargo Advisors Experience August 2007 - 2010
Job THE LAT GROUP Vice PresidentSR.Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2012 - Present
Morgan Stanley Smith Barney  March 2010 - June 2012
Wells Fargo Advisors   August 2007 - 2010
WAM, LLC   January 2005 - August 2007
CBOT  October 2001 - August 2005

Skills
Options, Series 7, Equities, Trading, Mutual Funds, Trade Execution, Equity Trading, Brokerage, Investments, Wealth Management, Commodity, Technical Analysis, Finance, Series 63, Alternative Investments, Securities, Hedge Funds, Fixed Income, Capital Markets, Asset Management, Investment Strategies, Electronic Trading, Bonds, Derivatives, Portfolio Management, ETFs, FINRA, Trading Systems, Hedging, 401k, FX Options, Trading Strategies, Foreign Exchange, Currency, Loans, Funding, Retirement, Structured Finance

Education
Homewood Flossmoor High School

National Louis University
MAT, Teaching

Purdue University
BA, History-Purdue U

University of Nebraska-Lincoln

Michele McAllister Peele Michele McAllister Peele Lutherville Timonium, Maryland Details
Michele McAllister Peele's Wells Fargo Advisors Experience June 2013 - Present
Job Wells Fargo Advisors LLC, Senior Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors   June 2013 - Present
Merrill Lynch  August 2004 - May 2011
Morgan Stanley  October 1996 - August 2004
Dearborn  July 2000 - October 2000
Legg Mason  June 1994 - October 1996
Union National Bank  May 1993 - June 1994

Education
Morgan State University   2005 — 2007
Business Administration

Carroll Community College

Westminster High School

William Church William Church Greater St. Louis Area Details
William Church's Wells Fargo Advisors Experience December 2014 - Present
Job Credit Margin Securities Operations Service Specialist 2 at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   December 2014 - Present
Wainwright Industries  December 2013 - December 2014
Certified Safety, Inc.   September 2012 - December 2013
BKJ & Associates Accounting Firm   August 2010 - November 2010

Skills
Interpersonal..., HR Policies, Business Development, Team Building, Conflict Resolution, Project Planning, Management, OSHA, Problem Solving, Analytical Skills, Mathematics, Microsoft Office, Communication, People Skills, Thrive in A Fast-paced..., Customer Service, Risk Management, Teaching, Coaching, Mentoring, Business Intelligence, Public Speaking, Public Relations, Time Management, Perfect Attendance, Reliability, Organization Skills, Delegation, Desire2Learn, Entrepreneurship, Business Innovation, Geometry, Statistics, Microsoft Word, Critical Thinking, Training, Microsoft Excel, Financial Risk, SmartStation, Trade Compliance, Commodity, Securities Regulation, Business Analytics, Human Resources, Strategic Planning, Financial Modeling, Financial Analysis, FINRA, Regulatory Compliance

Education
Missouri College   2007 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 3.5

Vashon High School   2004 — 2007
3.8

Rachel Goldberg Rachel Goldberg West Hartford, Connecticut Details
Rachel Goldberg's Wells Fargo Advisors Experience June 2012 - August 2012
Job Human ResourcesTalent Acquisition Intern at Lehigh Valley Health Network
Industry
Experience
Hartford HealthCare  July 2015 - Present
American Red Cross  June 2014 - Present
Katz and Company PC   June 2014 - Present
Lehigh Valley Health Network  January 2015 - May 2015
Muhlenberg College, Department of Psychology   August 2014 - December 2014
Muhlenberg College, Department of Psychology   August 2013 - December 2013
Wells Fargo Advisors   June 2012 - August 2012

Skills
Software Documentation, Volunteer Management, Strategy, Social Media, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Editing, Data Entry, Community Outreach

Education
Muhlenberg College   2011 — 2015

Kristy Erwin Kristy Erwin Greater St. Louis Area Details
Kristy Erwin's Wells Fargo Advisors Experience September 2014 - Present
Job Executive Assistant, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2014 - Present
First Clearing Correspondent Services, Affiliate of Wells Fargo   January 2011 - September 2014
Wells Fargo Advisors   June 2008 - January 2011
Wells Fargo Advisors   March 2008 - June 2008
Wells Fargo Advisors   January 2007 - March 2008
Wells Fargo Advisors   January 2007 - March 2008
Total Traffic & Weather Network  January 2006 - January 2008

Skills
Visio, Organization, Project Management, Microsoft Excel, Microsoft Office, Customer Service, Financial Analysis, Finance, Equities, Financial Services, Risk Management

Education
The Broadcast Center, St. Louis   2005 — 2007
Radio and Television Broadcasting Technology/Technician

Missouri State University   2004 — 2005
Broadcast Journalism

Danielle Perna Danielle Perna Charlotte, North Carolina Details
Danielle Perna's Wells Fargo Advisors Experience 2011 - 2013
Job Benefits Consultant at Liberty National Life Insurance Company
Industry Financial Services
Experience
Liberty National Life Insurance Company  September 2013 - Present
Wells Fargo Advisors   2011 - 2013
Wells Fargo Advisors   2003 - 2011
First Union National Bank  2000 - 2001
First Union National Bank  1997 - 2000
Dover Mortgage Company  1996 - 1997
Yates Faison, Esq.   1994 - 1996

Skills
Series 7, Series 63, Customer Service, Creative Problem Solving, Highly detail oriented, Maintaining Strong..., Life Insurance and..., Mortgage Lending, Securities

Education
Montreat College   2002 — 2004
Business Administration and Management, General

Brandon Simons Brandon Simons Baltimore, Maryland Area Details
Brandon Simons's Wells Fargo Advisors Experience December 2009 - June 2011
Job at
Industry Insurance
Experience
M&T Bank  October 2012 - Present
Farmers Insurance  January 2012 - October 2012
Wells Fargo  October 2005 - June 2012
Wells Fargo Advisors   December 2009 - June 2011

Skills
Insurance, Life Insurance, Sales, Customer Service, Term Life Insurance, Small Business, Leadership

Education
Morgan State University   2001 — 2006
Bachelor of Arts (B.A.), Banking and Financial Support Services

Shawn Leayman Shawn Leayman Allentown, Pennsylvania Details
Shawn Leayman's Wells Fargo Advisors Experience October 2009 - August 2011
Job Owner, Stark Financial Group
Industry Financial Services
Experience
Stark Financial Group   September 2011 - Present
Wells Fargo Advisors   October 2009 - August 2011

Skills
Retirement Planning, Finance, Strategic Financial..., Wealth, Estate Planning, Fixed Annuities, Retirement, Insurance, Series 63, Financial Planners, Series 6, Securities, Wealth Management, 401k, Series 7, Financial Planning

Education
Muhlenberg College
Bachelor of Science, Political Science and Government

Dwight Grandison Dwight Grandison Lawrenceville, Georgia Details
Dwight Grandison's Wells Fargo Advisors Experience October 2013 - Present
Job Broker Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   October 2013 - Present
Wells Fargo Home Mortgage  March 2003 - Present

Education
Mohawk College   1982 — 1985
Engineer's degree, Materials Engineering, 3.0

university of west indies

Justin Magnan Justin Magnan Orland Park, Illinois Details
Justin Magnan's Wells Fargo Advisors Experience June 2015 - August 2015
Job Student at Northern Illinois University
Industry Financial Services
Experience
Northern Illinois University  August 2014 - Present
Wells Fargo Advisors   June 2015 - August 2015
Fox Home Center   January 2012 - August 2014

Skills
Teamwork, Leadership, Communication, Public Speaking, Customer Service, Sales, Financial Analysis, Research, Customer Interaction, Microsoft Excel, PowerPoint, Management, Event Planning, Microsoft Office, Microsoft Word, Time Management

Education
Northern Illinois University   2014 — 2016
Bachelor of Science (B.S.), Finance, General

Moraine Valley Community College   2012 — 2014
Associate of Science (A.S.), Finance, General

Brother Rice

Brother Rice

Joe Durso Joe Durso Red Bank, New Jersey Details
Joe Durso's Wells Fargo Advisors Experience September 2009 - August 2011
Job Entrepreneur
Industry Management Consulting
Experience
Durso Management Group, LLC   December 2013 - Present
Capital Advance Solutions / Premier Payment Processing   October 2011 - May 2012
Wells Fargo Advisors   September 2009 - August 2011

Skills
Entrepreneurship, Investments, Finance, Financial Analysis, Credit, New Business Development, B2B, Marketing, Competitive Analysis, Sales Management, Real Estate Transactions, Training, Consulting, Business Development, Leadership

Education
Moravian College   2005 — 2009
BA, Business Management - Sociology

Christian Brothers Academy

Ericka Simpson Conner Ericka Simpson Conner Saint Louis, Missouri Details
Ericka Simpson Conner's Wells Fargo Advisors Experience September 2012 - August 2014
Job Faculty Fellow at St. Lois University School of Law
Industry
Experience
St. Lois University School of Law   May 2015 - Present
Saint Louis University School of Law  August 2014 - Present
Missouri Attorney General's Office  May 2015 - August 2015
Wells Fargo Advisors   September 2012 - August 2014
Wells Fargo Advisors   June 2010 - September 2012

Skills
Series 7, Series 63, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Research, Securities, Legal Research, Microsoft Word, Legal Writing, Westlaw, Event Planning

Education
Saint Louis University School of Law   2014 — 2017
Juris Doctor (J.D.)

Morris Brown College
Bachelor of Arts (B.A.), Political Science, Cum Laude

Shweta Kahilkar Shweta Kahilkar Charlotte, North Carolina Details
Shweta Kahilkar's Wells Fargo Advisors Experience October 2014 - Present
Job Mobile QA Tester
Industry Information Technology and Services
Experience
Wells Fargo Advisors   October 2014 - Present
Ally Financial Inc. (Kforce Contractor)   February 2014 - October 2014
Capgemini  November 2005 - February 2014

Skills
Requirements Analysis, SQL, Credit Cards and..., Payment Network/Issuing..., Retail Banking Systems, Mobile Application..., Banking Consumer..., Mainframe DB2, Test Plans, Test Scope..., Functional, Smoke,..., Quality Center, Onshore/Offshore..., quality..., Mobile Banking...

Education
Hadas high school nagpur
12th

Nagpur University
Bachelor of Engineering (B.E.)

Gerald Cronin Gerald Cronin Paramus, New Jersey Details
Gerald Cronin's Wells Fargo Advisors Experience April 1997 - Present
Job Assistant Branch ManagerFinancial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 1997 - Present
Cantor Fitzgerald  March 1992 - August 1995

Skills
Retirement Planning, Income Growth, Management, Marketing, Mutual Funds, Strategic Planning, Investments, Finance, Wealth Management

Education
Montclair State University   2004 — 2010
Bachelor of Science (BS), Marketing

Patti Brayfield Patti Brayfield Lebanon, Missouri Details
Patti Brayfield's Wells Fargo Advisors Experience 2000 - 2009
Job Health/Life Insurance specialist
Industry Insurance
Experience
Choices in Life and Health   1997 - Present
Wells Fargo Advisors   2000 - 2009

Skills
Real Estate, Insurance, Health Insurance, Life Insurance, Fixed Annuities, Long-term Care, Finance, Small Business, Medicare

Education
Missouri State University
B.A, Biochemistry

William R. Forbes III William R. Forbes III Tucson, Arizona Details
William R. Forbes III's Wells Fargo Advisors Experience May 2009 - Present
Job Financial Advisor, Associate Vice President Invesment Officer at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   May 2009 - Present
A.G. Edwards & Sons, Inc.   October 2001 - January 2008
Piper Jaffray  September 1993 - October 2001

Skills
Investments, Retirement, IRAs, 401k Rollovers, Mutual Funds, Asset Allocation, Fixed Annuities, Stocks, Bonds, High Net Worth...

Education
Montana State University-Bozeman   1987 — 1989
Bachelor of Science (B.S.), Agribusiness Management, Minor Economics

Northwest College   1986 — 1987
Prequisite, Business Administration and Management, Economics

Central Arizona College   1985 — 1986
Prerequisite, Business, Biology

Amphitheater High School   1979 — 1981

Stephanie Hepp Stephanie Hepp Richmond, Virginia Details
Stephanie Hepp's Wells Fargo Advisors Experience May 2012 - August 2012
Job Financial Consultant
Industry Financial Services
Experience
Wells Fargo Securities  June 2014 - September 2015
Wells Fargo Securities  June 2013 - August 2013
Wells Fargo Advisors   May 2012 - August 2012
Convergent Capital Partners, LLC   May 2012 - August 2012
University of Richmond  August 2011 - April 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Time Management

Education
University of Richmond   2010 — 2014
B.S. Business Administration: Finance and International Business, Minor in French, Senior

Rouen Business School / ESC Rouen   2012 — 2012

Berkeley Preparatory School   2006 — 2010

Susan D. Stavish Susan D. Stavish Greater Philadelphia Area Details
Susan D. Stavish's Wells Fargo Advisors Experience September 2008 - August 2011
Job Investor, Networker, and Relationship Manager
Industry Investment Management
Experience
Kelly Anne Dolan Memorial Fund   April 2014 - Present
Stavish Family Investments   March 2012 - Present
Wells Fargo Advisors   September 2008 - August 2011
JPMorgan Chase  July 1992 - December 1994
Merrill Lynch  March 1990 - August 1992
Credit Suisse, NY, NY   September 1982 - March 1990
Deutsche Bank, NY, NY   June 1979 - March 1982

Skills
Portfolio Management, Investments, Wealth Management, Sales, Relationship Management, Business Development, Endowments, Solutions Selling, Charitable Gift Planning

Education
The American College   2015 — 2015
Chartered Advisor in Philanthropy

Villanova University and AFP - Principles of Fundraising   2014 — 2014

Mount Holyoke College   1975 — 1979
B.A., Economics and English

Wardlaw Hartridge   1972 — 1975

Partnership for Philanthropic Planning of Greater Philadelphia
The Planned Giving Course - April 2015

Chase Nadell Chase Nadell Merrick, New York Details
Chase Nadell's Wells Fargo Advisors Experience June 2011 - August 2011
Job Regional Marketing Associate at Fred Alger Management, Inc.
Industry Higher Education
Experience
Fred Alger Management, Inc.   January 2015 - Present
Lord Abbett  July 2012 - December 2014
Wells Fargo Advisors   June 2011 - August 2011

Skills
Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Time Management, Social Media, Microsoft Office, Finance, Strategy, Customer Service, Financial Analysis, Event Planning

Education
Muhlenberg College   2008 — 2012
BA, Finance, Business

Alexander Jean Alexander Jean Brooklyn, New York Details
Alexander Jean's Wells Fargo Advisors Experience May 2009 - June 2009
Job Business Planning and Strategy, Global Employee Benefits, MetLife
Industry Insurance
Experience
MetLife  June 2011 - Present
MetLife  June 2010 - August 2010
Wells Fargo Advisors   May 2009 - June 2009

Skills
PowerPoint, Microsoft Office, Insurance, Public Speaking, Microsoft Excel, Data Analysis, Public Relations, Customer Service, Leadership, Data Entry, Microsoft Word, Strategy

Education
Morehouse College   2009 — 2013
Bachelor's Degree, Business Management

Amy Sigmon Amy Sigmon Hickory/Lenoir, North Carolina Area Details
Amy Sigmon's Wells Fargo Advisors Experience October 2013 - Present
Job Senior Registered Client Associate with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 2013 - Present
OmniStar Financial Group   June 2010 - October 2013

Skills
Customer Service, Insurance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Services, Trading, Financial Advisory, Public Speaking, Life Insurance, Small Business

Education
Mitchell Community College
Associate's degree, Business Administration

Benjamin J Lambert IV Benjamin J Lambert IV Richmond, Virginia Details
Benjamin J Lambert IV's Wells Fargo Advisors Experience August 1994 - February 2001
Job Vice President Financial Advisor
Industry Financial Services
Experience
Merrill Lynch  March 2001 - January 2012
Wells Fargo Advisors   August 1994 - February 2001
Bank of America Investment Services  June 1991 - February 1993

Education
Morehouse College   1985 — 1989
Bachelor's degree, Banking and Finance

Benedictine High School   1981 — 1985

Marvin Glasgold Marvin Glasgold Lake Grove, New York Details
Marvin Glasgold's Wells Fargo Advisors Experience June 2011 - April 2012
Job Mortgage Loan Originator at Interstate Home Loans
Industry Financial Services
Experience
Interstate Home Loans   October 2013 - Present
AXA Advisors  April 2012 - Present
United Northern Mortgage Bankers, Ltd.   June 2013 - October 2013
Wells Fargo Advisors   June 2011 - April 2012
Aflac NY  2010 - 2011
HSBC  2001 - 2007

Skills
529 Plans, Wealth Management, Wealth Accumulation, College Savings Plans, Series 63, Education Funding, Fixed Annuities, Life & Health Insurance..., Roth IRA, Saving for Education, Mutual Funds, Financial Planners, Estate Planning, NMLS Licensed

Education
Nassau Community College
Financial Planning and Services

Dora Byxbe Dora Byxbe Cleveland, Ohio Details
Dora Byxbe's Wells Fargo Advisors Experience October 2009 - August 2012
Job Senior Business Analyst at PNC
Industry Financial Services
Experience
PNC  August 2012 - Present
Wells Fargo Advisors   October 2009 - August 2012
Wells Fargo Advisors   July 2008 - October 2009
Wells Fargo Advisors   April 2008 - July 2008
The Affinity Group ltd   March 2004 - January 2008
Smith Barney  March 2000 - February 2004

Skills
Business Analysis, Finance, Series 7, Strategy, Requirements Gathering, Analysis, Financial Services, FINRA, Investments, Securities, Risk Management, Series 66, Series 9, Series 10, Business Process, Training, Integration

Education
Montana State University-Billings   2004 — 2008
Finance, General

The University of North Dakota   1991 — 1993
Finance, General

Atanu Khamaru Atanu Khamaru Charlotte, North Carolina Details
Atanu Khamaru's Wells Fargo Advisors Experience July 2009 - May 2010
Job VP at Bank of America
Industry Information Technology and Services
Experience
Bank of America  December 2013 - Present
Wells Fargo  November 2012 - December 2013
Furniture Brands International  June 2010 - October 2012
Wells Fargo Advisors   July 2009 - May 2010
SBTV.com  January 2009 - July 2009
Anheuser-Busch  December 2006 - December 2008
Infosys  March 2003 - December 2006

Skills
C#, ASP.NET, ASP.NET MVC, jQuery, WCF, Microsoft SQL Server, Oracle, Windows Azure, LINQ, SharePoint, SOA, Business Analysis, TFS, SDLC, JavaScript, Requirements Analysis, Application Architecture, Enterprise Architecture, VB.NET, MVC, Project Management, Technical Leadership, SAP Interfacing, Telerik Web Controls, Infragistics, IIS, Agile Methodologies, RUP Methodologies, Strategic Planning, Interfacing, SAP, Visio, Continuous Integration, AJAX, CSS

Education
National Institute of Technology Rourkela   1998 — 2002
Bachelor of Engineering, Electrical Engineering

Alonda White Alonda White Greater St. Louis Area Details
Alonda White's Wells Fargo Advisors Experience October 2009 - May 2011
Job Sr. IT Project Manager Consultant at A Major Corporation Headquartered in St. Louis MO
Industry Financial Services
Experience
Major Fortune 500 Company with Headquarters in St. Louis   February 2014 - Present
Privately Owned Investment Advisory Firm  August 2013 - February 2014
Charter Communications  June 2013 - August 2013
Ralcorp Holdingsz   February 2013 - June 2013
Express Scripts  July 2011 - February 2013
Wells Fargo Advisors   October 2009 - May 2011
U.S. Bank   December 2007 - October 2009
JPMorgan Chase  September 2005 - December 2007

Skills
SDLC, Data Warehousing, Banking, Management, XML, Budgets, .NET, Mortgage Lending, Mergers & Acquisitions, Visio, Business Analysis, Business Intelligence, IT Management, Process Improvement, Software Project..., Vendor Management

Education
Missouri State University
Master of Science (M.S.), Information Technology Project Management

University of Phoenix
Bachelor of Science (B.S.), Information Technology

Steven Brackman Steven Brackman Graham, North Carolina Details
Steven Brackman's Wells Fargo Advisors Experience November 2014 - Present
Job Financial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2014 - Present
Edward Jones  March 2012 - November 2014
Vistar, A PFG Company  January 2010 - January 2012
Coca-Cola Bottling Co. Consolidated  August 1999 - January 2010
Coca-Cola Enterprises  August 1995 - August 1999

Education
Morehead State University   1987 — 1993
BBA, Marketing

Paul G Blazer High School   1984 — 1987

Christopher Went Christopher Went Greater Philadelphia Area Details
Christopher Went's Wells Fargo Advisors Experience March 2005 - October 2010
Job Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  October 2010 - Present
Wells Fargo Advisors   March 2005 - October 2010
Bristol-Myers Squibb  September 2002 - May 2004

Education
Stony Brook University   2000 — 2002
Computer Science

Nassau Community College   1998 — 2000
Computer Science

Ken Couture, MBA Ken Couture, MBA Columbus, Georgia Area Details
Ken Couture, MBA's Wells Fargo Advisors Experience March 2000 - Present
Job Senior Vice President Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2000 - Present
United States Marine Corps  June 1979 - March 2000

Skills
Investments, Strategic Planning, Retirement Planning, Mutual Funds, Asset Allocation, Retirement, Financial Advisory, Service Management, Management Services, Strategic Investment..., 401(k) Rollovers, Wealth-Preservation..., Investment Planning, Risk Management, Insurance, Retirement-Plan...

Education
National University   1996 — 1998
Master of Business Administration, MBA

University of Maryland University College   1991 — 1996
Bachelor of Science, Business Administration

Columbus High School   1975 — 1979

Meigan Ojukwu Meigan Ojukwu Saint Louis, Missouri Details
Meigan Ojukwu's Wells Fargo Advisors Experience September 2010 - May 2014
Job Securities Operation Specialist II at Wells Fargo Advisors
Industry Financial Services
Experience
Professional Employment Group  December 2014 - April 2015
JPEK   October 2012 - December 2014
Wells Fargo Advisors   September 2010 - May 2014
Missouri Southern State University  January 2009 - May 2010
Missouri Southern State University  September 2008 - May 2010
Enterprise Rent-A-Car  June 2009 - August 2009
Enterprise Rent a Car (Call center)   June 2009 - August 2009
The Body Light Club   May 2009 - August 2009
McDonald's Corporation  September 2005 - January 2008

Skills
Public Speaking, Motivational Speaking, Motivational..., Organization, Voice Over, Writing, Report Writing, News Writing, Children, Child Development, Childcare, Violin, German, Interview Preparation, Written Communication, Oral & Written..., Oral Communication, Community Organizing, Community Outreach, Creative Writing, Communication, Event Management, Social Media, Customer Service

Education
Missouri Southern State University   2007 — 2010
Bachelor of Arts, Communication: Public Relations

Parkway North high school

Gerald Lewis Gerald Lewis Frisco, Texas Details
Gerald Lewis's Wells Fargo Advisors Experience December 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2014 - Present
NorthwesternMutual   December 2009 - May 2011
Dreamchild Entertainment   2003 - 2009

Skills
Investments, Securities, Finance, Retirement Planning, Economics, Financial Advisory, Financial Analysis, Financial Services, Business Planning, Small Business, Alternative Investments, Equities, Private Equity, Financial Modeling, Valuation, Fixed Income, Restructuring, Entrepreneurship, Mergers, Financial Risk, Insurance, Due Diligence, Retirement, Bonds, Venture Capital, Investment Strategies, Employee Benefits, Asset Allocation, Funding, Corporate Finance, Trading, Capital Markets, Risk Management

Education
University of Michigan
Economics

Mott Community College

Jennifer (Hines) Chu Jennifer (Hines) Chu Saint Louis, Missouri Details
Jennifer (Hines) Chu's Wells Fargo Advisors Experience November 2008 - December 2009
Job Currently searching for a Sales and Marketing Services position in Saint Louis, MO
Industry Marketing and Advertising
Experience
Advanced ICU Care  January 2012 - July 2015
American Direct Marketing Resources, LLC   August 2011 - January 2012
Convergys  July 2010 - August 2011
Wells Fargo Advisors   November 2008 - December 2009
experiEmotive analytics   August 2008 - July 2009
Hyson International Inc., Cybercon   February 2005 - February 2007
CareersInFood.com   January 2004 - November 2004
MCI  December 2002 - January 2004
Fairfield Resorts - Cendant   June 2001 - December 2002

Skills
Email Marketing, Marketing, Strategic Planning, Advertising, Direct Marketing, Salesforce.com, Public Relations, Competitive Analysis, Lead Generation

Education
Webster University
MA-Marketing, MBA, Marketing

Missouri State University
BS, Marketing, Advertising, Promotion

Michelle Bermudez Michelle Bermudez New York, New York Details
Michelle Bermudez's Wells Fargo Advisors Experience May 2012 - June 2013
Job Content Manager at Warner Music Group
Industry Music
Experience
Warner Music Group  January 2014 - Present
Warner Music Group  July 2013 - January 2014
Wells Fargo Advisors   May 2012 - June 2013
Warner Music Group  January 2013 - April 2013
90.3FM WMSC, Montclair State University   September 2011 - May 2012

Skills
Time Management, Oral & Written..., PowerPoint, Data Entry, Work Well Independently, Motivated self-starter, Work Under Minimal..., Works Well in Groups, Works well in a team, Organized, Strong Writing Skills, drupal gardens / site..., Social Media, Advertising, Music, Radio, Marketing, Social Networking, Research, Social Media Marketing, Communication, Facebook, Microsoft Excel, Public Relations, Blogging

Education
Montclair State University   2009 — 2013
Bachelor of Science (BS), Speech Communication and Rhetoric

Frank Leone Frank Leone Greater St. Louis Area Details
Frank Leone's Wells Fargo Advisors Experience August 2015 - Present
Job Market Linked Investments Product Manager
Industry Financial Services
Experience
Wells Fargo Advisors   August 2015 - Present
Wells Fargo Advisors   June 2013 - Present
Wells Fargo Advisors   November 2011 - June 2013
Nodaway Valley Bank  January 2010 - November 2011

Skills
Finance, Portfolio Management, Mutual Funds, Financial Analysis, Financial Reporting, Performance Reporting, Internal Controls, Auditing, Customer Service, Financial Accounting, Budgets, Accounting, Investments, Market Commentary, Microsoft Office

Education
Missouri Western State University   2008 — 2011
Bachelor of Science in Business Administration (B.S.B.A), Accounting

University of Missouri-Columbia   2007 — 2007
Bachelor of Science in Business Administration, Accounting

Mark L. Guarino IV Mark L. Guarino IV Holmdel, New Jersey Details
Mark L. Guarino IV's Wells Fargo Advisors Experience April 2014 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2014 - Present

Skills
401k Rollovers, Retirement Planning, Investments, Mutual Funds, 529 Plans, IRAs, Municipal Bonds, Series 7, Series 66, Stocks, Preferred Stock, College Savings Plans, Financial Planning, Financial Advisory, Investment Strategies

Education
Monmouth University
Bachelor's Degree, Business/Corporate Communications

Holmdel High School

Peter P. Rubolotta Peter P. Rubolotta Morristown, New Jersey Details
Peter P. Rubolotta's Wells Fargo Advisors Experience January 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2009 - Present
Merrill Lynch  February 1977 - January 2009

Skills
Investments, Mutual Funds, Asset Allocation, Trading, Retirement Planning, Investment Strategies, Risk Management

Education
Montclair State University   1964 — 1968
Masters of Arts, Business

Chukwudi Charles Oje Chukwudi Charles Oje Greater Los Angeles Area Details
Chukwudi Charles Oje's Wells Fargo Advisors Experience September 2012 - February 2014
Job Investment Advisor
Industry Financial Services
Experience
UCLA Health  June 2015 - Present
Primerica  March 2014 - Present
UCLA Health  January 2015 - June 2015
Wells Fargo Advisors   September 2012 - February 2014
Aflac  March 2012 - September 2012
Viewpoint Mortgage Incorporated   2011 - 2012
PLI Group   2007 - 2011
LoHi Consulting   2006 - 2007
Maple Group of Companies Limited   March 2004 - August 2006
Der Kurier-Air Action   February 2002 - December 2003

Skills
Start-ups, Project Management, Sales, Strategic Planning, Financial Planning, Financial Analysis, Team Building, Retirement Planning, Investment Strategies, Business Strategy, Operations Management, Business Development, Leadership, Organizational..., Statistics, Situational Leadership, Real Estate, Real Estate Financing, Management, Strategy, Business Planning, Marketing Strategy, Mergers & Acquisitions, Entrepreneurship, Human Resources, Training, Portfolio Management, Project Planning, Risk Management, Organization Development, Presentations, Start-up Operations, Insurance planning, Investments, Process Improvement, Business Analysis, Strategic Financial..., Lean and Six Sigma, EPIC, HIPAA, Velos

Education
University of California, Los Angeles   2014 — 2014
Lean-Six-Sigma

Mount Saint Mary's University   2011 — 2012
MBA, Project Management

University of Jos
BS, Economics

University of Lagos
Post Graduate Diploma, Economics

Arthur L. Boyd III Arthur L. Boyd III Fort Lauderdale, Florida Details
Arthur L. Boyd III's Wells Fargo Advisors Experience September 2009 - July 2010
Job Financial Advisor Lighting The Way To Financial WellBeing
Industry Banking
Experience
SunTrust Investment Services, Inc.   November 2011 - Present
BankUnited  July 2010 - October 2011
Wells Fargo Advisors   September 2009 - July 2010
BankUnited  March 2008 - September 2009
Banco Santander  March 2004 - March 2008
Bank of America  March 2003 - March 2004
Deutsche Bank  July 2000 - September 2002
Merrill Lynch  February 1998 - September 2002

Skills
Portfolio Management, Investments, Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Asset Allocation, Financial Risk, Financial Planning, Asset Management, Managing Cashflow, Wealth Planning, Risk Assessment, Retirement Solutions, Special Needs Planning, Managing Debt, Wealth Transfer, Retirement Income..., Risk Analysis, Planning for Major..., Investment Advisory

Education
Morehouse College   1993 — 1997
Bachelor's Degree, Accounting and Finance

Joe Conner Joe Conner Lewisburg, Pennsylvania Details
Joe Conner's Wells Fargo Advisors Experience May 2009 - October 2009
Job Assistant Men's Lacrosse Coach at Bucknell University
Industry Higher Education
Experience
Bucknell University  October 2009 - Present
Wells Fargo Advisors   May 2009 - October 2009
Mount St. Mary's University   August 2007 - May 2009

Skills
Higher Education, Public Speaking, Teaching, Event Planning, Fundraising, Sports Management, Student Development, Sports, Customer Service

Education
Mount Saint Mary's College   2007 — 2009
Master of Business Administration (MBA), Marketing/Marketing Management, General

Mount Saint Mary's College   2004 — 2007
BA, Political Science and Government

Scott Tweedie, PMP Scott Tweedie, PMP Greater St. Louis Area Details
Scott Tweedie, PMP's Wells Fargo Advisors Experience 2015 - Present
Job Sr. Technical Project Manager Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   2015 - Present
Robust Technology, LLC (Robust Tech)   November 1997 - Present
CCA Global Partners  2012 - 2013
Nestlé Purina North America  2011 - 2012
Oakwood Systems Group  February 2007 - September 2011
Oakwood Systems Group  2007 - January 2008
Mastercard International  April 1996 - October 1999
CPI Corp.  September 1994 - April 1996
Edward Jones  1994 - 1995

Skills
UML, Use Case Analysis, User Experience, Project Planning, Web Design, Web 2.0, Website Development, Web Consultancy, JavaScript Frameworks, Advanced CSS, HTML + CSS, HTML5, Web Layout, Web Animation, Web Applications, SharePoint Designer, Expression Blend, Photoshop, Dreamweaver, Flash, Fireworks, Soundbooth, Visual Studio, MySQL Tools, SQL Server, Cloud Computing, Managed Hosting, Application Hosting, Interactive Applications, User Interface Design, Mobile Application..., Iterative Design, Off Shore Development, Personas, User Journeys, Business Architecture, AJAX, CSS, Web Development, SharePoint, jQuery, JavaScript, Microsoft SQL Server, Mobile Applications, MySQL, Database Design, HTML 5, Business Analysis, Management, Project Management

Education
Missouri State University   1989 — 1993
Bachelor of Science, Computer Information Systems, Minor Business Administration

Saint Louis University
Undergraduate Coursework

Sean Corcoran Sean Corcoran San Francisco, California Details
Sean Corcoran's Wells Fargo Advisors Experience February 2010 - April 2011
Job Vice President, Private Banker
Industry Financial Services
Experience
Morgan Stanley  April 2011 - Present
Wells Fargo Advisors   February 2010 - April 2011
Bank of America  April 2006 - April 2009
PNC  April 2005 - April 2006
Prudential Financial  September 2004 - April 2005
United States Congressman William Pascrell   January 2004 - April 2004

Skills
Business Development, Strategic Partnerships, Customer Acquisition, Series 7, Wealth Management, Investments, Series 63, Mortgage Lending, Credit, Banking, Loans, Portfolio Management

Education
University of California, Irvine   2012 — 2012
Financial Planning and Services

Montclair State University   1999 — 2004
B.A., Political Science

Maurice Tyner Maurice Tyner Greater Minneapolis-St. Paul Area Details
Maurice Tyner's Wells Fargo Advisors Experience January 2011 - 2011
Job Consultant Contractor at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   January 2011 - 2011
Wells Fargo Home Mortgage  2009 - 2010
Tabor-loggins Consultants   2007 - 2009

Education
National University
BBA, Business Administration

Beth F. Cutler Beth F. Cutler Greater New York City Area Details
Beth F. Cutler's Wells Fargo Advisors Experience September 2008 - Present
Job Cutler & Andrews Financial Group of Wells Fargo Advisors, LLC, Senior Vice PresidentInvestment Officer
Industry Financial Services
Experience
Wells Fargo Advisors   September 2008 - Present
UBS Financial Services  December 2003 - September 2008
American International Group  June 1994 - December 2003
Morgan Stanley  June 1984 - June 1994
Shearson/ American Express  June 1982 - June 1984

Education
Mount Holyoke College   1978 — 1982
BA, English Literature

Paul D. Schreiber High School   1974 — 1978

Amanda Call Amanda Call Greater St. Louis Area Details
Amanda Call's Wells Fargo Advisors Experience March 2010 - Present
Job Equities Trading Support Specialist at Missouri State University
Industry Education Management
Experience
Wells Fargo Advisors   March 2010 - Present
Red Lobster  March 2007 - May 2010

Education
Missouri State University   2005 — 2009

Sam Stires Sam Stires Greater New York City Area Details
Sam Stires's Wells Fargo Advisors Experience June 2013 - December 2013
Job Sales Consultant at Nassau Vision Group
Industry Financial Services
Experience
Nassau Vision Group  September 2015 - Present
Prudential Financial  January 2014 - September 2015
Wells Fargo Advisors   June 2013 - December 2013
Northwestern Mutual  December 2012 - May 2013
Roxiticus Golf Course   May 2008 - October 2012
YMCA of Bethlehem  September 2010 - November 2010

Skills
Microsoft Office, Marketing, PowerPoint, Social Media, Sales, Teamwork, Customer Service, Microsoft Excel, Sports, Marketing Strategy, Coaching, Microsoft Word, Sports Marketing, Public Speaking, New Business Development, Sports Management

Education
Moravian College   2008 — 2012
Bachelor's degree, Business Administration and Management, General

Luke Alexander, CFP, CRPC, JD/MBA Luke Alexander, CFP, CRPC, JD/MBA Lincoln, Nebraska Area Details
Luke Alexander, CFP, CRPC, JD/MBA's Wells Fargo Advisors Experience 2008 - 2012
Job Senior Vice President, Financial Planner, Financial Advisor, JFC Financial Services
Industry Financial Services
Experience
We Vote Project "WeVote"   2014 - Present
JFC Financial Services   June 2012 - Present
Securities America, Inc. Member FINRA/SIPC   May 2012 - Present
Alexander & Greenlee, LLC   2007 - Present
Wells Fargo Advisors   2008 - 2012
Snap Fitness  2007 - 2008
Athlete's First Sports Agency   May 2006 - August 2006
Recruits Unlimited   May 2005 - August 2005

Skills
Retirement Planning, Financial Analysis, Financial Planning, Analytical Research, 401k Rollovers, Securities, College Savings Plans, Estate and Tax Planning..., Sales, Employee Benefits, Insurance Planning, Legal, Marketing, Public Relations, Internet, Financial Planners, Financial Advisory, Strategic Financial...

Education
Univeristy of Nebraska - Lincoln
Juris Doctor & Masters of Business Administration, Law

Nebraska Wesleyan University
Bachelor of Science, Health and Human Performance

Stephen Poling Stephen Poling Greater New York City Area Details
Stephen Poling's Wells Fargo Advisors Experience 2012 - 2013
Job Fidelity Investments: Investment Consultant
Industry Financial Services
Experience
Fidelity Investments  December 2014 - Present
Fidelity Investments  June 2013 - December 2014
Wells Fargo Advisors   2012 - 2013
R. Seelause & Co., Inc.   February 2011 - September 2011
Power Home Remodeling Group  June 2010 - February 2011

Education
Monmouth University   2005 — 2009
B.S, Management & Marketing

Salvatore Giannone Salvatore Giannone Greater New York City Area Details
Salvatore Giannone's Wells Fargo Advisors Experience June 2010 - January 2011
Job Office Manager Integrated Global Logistics
Industry Financial Services
Experience
Intergrated Global Logistics   January 2015 - Present
Morgan Stanley  March 2013 - January 2015
Newport Capital Group  August 2011 - December 2011
Wells Fargo Advisors   June 2010 - January 2011
Wachovia Securities, LLC  May 2008 - July 2008

Skills
Financial Advisory, 401k, Series 7, Mutual Funds, ETFs, Fixed Annuities, Investments, Fixed Income, Finance, Insurance, Stocks, Defined Contribution, Defined Benefit, IRAs, Municipal Bonds, Retirement Planning, Securities, Relationship Management, Retirement, Asset Allocation, Series 63, Financial Services, Alternative Investments, Series 66, Investment Advisory, Employee Benefits, Uniform Combined State..., Equities, Investment Strategies, Wealth Management, QuickBooks, EZ-Freight, NVOCC, Freight Forwarding, Ocean Freight

Education
Monmouth University   2006 — 2010
Bachelor of Science in Business Administration, Finance and Economics

Brett Ritter, ChFC®, CRC® Brett Ritter, ChFC®, CRC® Greater Omaha Area Details
Brett Ritter, ChFC®, CRC®'s Wells Fargo Advisors Experience March 2013 - March 2015
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  March 2015 - Present
Wells Fargo Advisors   March 2013 - March 2015
MetLife  October 2009 - March 2013

Skills
Series 6, Fixed Annuities, Series 63, Retirement Planning, Mutual Funds, Sales Management, Retirement, Series 7, Investments, Life Insurance, Insurance, Variable Annuities, Financial Planning, Asset Allocation, Securities

Education
Nebraska Wesleyan University   2000 — 2004
Bachelor of Arts (B.A.), International Business

Elkhorn High School

Alan Smedes Alan Smedes Red Bank, New Jersey Details
Alan Smedes's Wells Fargo Advisors Experience February 1999 - Present
Job First Vice PresidentInvestments Delizza & Smedes Wealth Management Group of Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 1999 - Present
Prudential Securities  August 1988 - February 1999
Bear Stearns  December 1987 - August 1988
EF Hutton  March 1984 - December 1987

Skills
Retirement, Investments, Financial Advisory, Mutual Funds, Asset Allocation, Investment Strategies, Finance, Securities, Retirement Planning, IRAs

Education
Montclair State University   1979 — 1981
Bachelor of Science (B.S.), Finance

Toms River High School North

Wesley Boyce Wesley Boyce Kansas City, Missouri Area Details
Wesley Boyce's Wells Fargo Advisors Experience July 2008 - August 2009
Job Visiting Assistant Professor of Management at Drury University
Industry Logistics and Supply Chain
Experience
Drury University  August 2015 - Present
Park University  August 2013 - July 2015
Rockhurst University  August 2012 - May 2013
University of Missouri - St. Louis  August 2010 - May 2012
University of Missouri - St. Louis  August 2009 - August 2010
Wells Fargo Advisors   July 2008 - August 2009

Skills
Supply Chain Management, Logistics Management, Marketing, Logistics, Management, Project Management, Data Analysis, Microsoft Excel, Leadership, Strategic Planning, Process Improvement, Analysis, Statistics, Forecasting, Microsoft Office, PowerPoint

Education
University of Missouri-Saint Louis   2009 — 2014
Doctor of Philosophy (PhD), Logistics and Supply Chain Management, Secondary Emphasis in Marketing

Missouri State University   2007 — 2008
Master of Business Administration (MBA), Marketing

Missouri State University   2003 — 2007
Bachelor's degree, Administrative Management

Chermona Smith Chermona Smith Greater St. Louis Area Details
Chermona Smith's Wells Fargo Advisors Experience May 2005 - July 2013
Job Operations Specialist at Konica Minolta Business Solutions U.S.A., Inc.
Industry Legal Services
Experience
Konica Minolta Business Solutions U.S.A., Inc.   January 2015 - Present
Wells Fargo Advisors   May 2005 - July 2013
Robert Half International  February 2005 - May 2005
Legal Aid of Western Missouri  August 2004 - January 2005
City of St. Joseph  January 2004 - August 2004

Skills
Securities, Estate Planning, Series 7, FINRA, Mutual Funds, Series 63, Investments, Financial Services, Insurance, Wealth Management, Retirement Planning, Equities, Legal Writing, Legal Research, Litigation, Corporate Law

Education
Missouri Western State University   1999 — 2004
Bachelor of Science (B.S.), Legal Studies, General and Paralegal Certificate

Madelyn Hinke Madelyn Hinke Saint Louis, Missouri Details
Madelyn Hinke's Wells Fargo Advisors Experience January 2014 - Present
Job Operations Analyst at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors   January 2014 - Present
McCann Erickson  November 2013 - November 2013
YMCA  August 2010 - August 2013

Skills
Business, Marketing, Sales, Microsoft Word, Microsoft Excel, Social Media, Social Networking, Social Skills, Childcare, Management, Enthusiasm to learn, Event Planning, Event Management, Recruiting, Customer Service, Business Development, Goal Oriented, Interpersonal Skill, Organization, Teamwork, Facebook, Data Entry, Critical Thinking

Education
Missouri State University   2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General

Joey Harter III Joey Harter III Thousand Oaks, California Details
Joey Harter III's Wells Fargo Advisors Experience September 2014 - Present
Job Private Banker at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Advisors   September 2014 - Present
Wells Fargo Advisors   March 2014 - Present
Wells Fargo  January 2013 - March 2014
Wells Fargo  March 2012 - January 2013
Wells Fargo  November 2011 - March 2012
Wells Fargo  July 2011 - September 2011

Skills
Private Banking, Relationship Management, Wealth Management, Experienced Sales..., Series 7, Series 63, Lines Of Credit, Financial Planning, Retirement Planning, Commercial Lending, Credit Cards

Education
Pass Perfect   2014 — 2014
Series 7, Investments and Securities

Pass Perfect   2014 — 2014
Series 6 & 63, Investments and Securities

Moorpark College

Victoria Zhu, CAIA Victoria Zhu, CAIA New York, New York Details
Victoria Zhu, CAIA's Wells Fargo Advisors Experience January 2010 - February 2010
Job Senior Private Equity and Infrastructure Analyst at Pension Consulting Alliance, Inc.
Industry Financial Services
Experience
Pension Consulting Alliance, Inc.   July 2011 - Present
State Street  June 2010 - August 2010
Mount Holyoke College  September 2008 - May 2010
Wells Fargo Advisors   January 2010 - February 2010
Citi  June 2009 - August 2009

Skills
Financial Analysis, Financial Reporting, Research, Report Writing, Matlab, Mathematical Modeling, Bloomberg, LaTeX, SPSS, Dreamweaver, Mathematica, Hedge Funds

Education
Mount Holyoke College   2007 — 2011
Bachelor of Arts (B.A.), Economics and Mathematics, GPA: 3.95

Shanghai High School   2004 — 2007
High School

Renee Speckhals Renee Speckhals Greater St. Louis Area Details
Renee Speckhals's Wells Fargo Advisors Experience November 2013 - Present
Job Compliance Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   November 2013 - Present
Wells Fargo Advisors   September 2010 - November 2013
Nordstrom  November 2009 - September 2010
Missouri State University  January 2008 - May 2009

Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook, Access, PowerPoint, Microsoft Word, Data Entry, Time Management, Teamwork, Data Analysis, Customer Satisfaction, Analysis

Education
Missouri State University   2005 — 2009
Bachelor of Science (B.S.), Information Technology

Michael Banjany Michael Banjany Greater New York City Area Details
Michael Banjany's Wells Fargo Advisors Experience April 2013 - August 2013
Job Vice President JP Morgan Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan   June 2015 - Present
Merrill Lynch  October 2013 - May 2015
Wells Fargo Advisors   April 2013 - August 2013
Morgan Stanley Wealth Management  December 2012 - April 2013
Garden State Securities  December 2010 - December 2012

Education
Montclair State University   2010 — 2012
Bachelor's degree, Management/ Finance

Pace University   2008 — 2010
Accounting and Finance

Jennie Karp Jennie Karp Conshohocken, Pennsylvania Details
Jennie Karp's Wells Fargo Advisors Experience May 2012 - August 2012
Job Account Services at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company  September 2015 - Present
Pershing, a BNY Mellon company  September 2015 - Present
JPO Concepts   February 2015 - April 2015
Operative  July 2014 - February 2015
NBC40   May 2013 - August 2013
Wells Fargo Advisors   May 2012 - August 2012

Skills
Press Releases, Facebook, Social Media, PowerPoint, Social Networking, Video Editing, Sports Writing, Sports, Event Planning, Social Media Marketing, Final Cut Pro, Blogging, Editing, YouTube, iMovie, Media Relations, Copy Editing, News Writing, Journalism, Sports Management, Video Production, Sports Marketing, Creative Writing, Digital Media, Product Promotion, Creative thinking, Verbal/non-verbal..., Microsoft Excel, Microsoft Powerpoint, Microsoft Office

Education
Muhlenberg College   2010 — 2014
Bachelor of Arts (BA), Communication and Media Studies

Mainland Regional High School   2006 — 2010
"Bachelor of Arts", Communication and Media Studies

Jennifer Glynis Micale, CFP® Jennifer Glynis Micale, CFP® Wilmington, Delaware Details
Jennifer Glynis Micale, CFP®'s Wells Fargo Advisors Experience May 2011 - November 2012
Job Trust Administrator at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2015 - Present
Fidelity Investments  November 2012 - March 2015
Wells Fargo Advisors   May 2011 - November 2012
Fidelity Investments  October 2007 - June 2010
Ameriprise Financial Services, Inc.   June 2005 - June 2007

Education
Montclair State University   1998 — 2002
Bachelor of Arts (B.A.)

Damien Shaner Damien Shaner Washington, District Of Columbia Details
Damien Shaner's Wells Fargo Advisors Experience January 2013 - August 2014
Job Recent College Graduate
Industry Legal Services
Experience
Wells Fargo Advisors   January 2013 - August 2014
CSX Transportation  February 2008 - August 2011
Gregory Poole Equipment Company  February 2007 - February 2008

Skills
Leadership, Customer Service, Time Management, Social Media, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media Marketing, Strategic Planning, Event Management, Writing, Organization, Teamwork, Microsoft Powerpoint..., Microsoft Excel 2010, Microsoft Outlook 2010, Microsoft Word 2010, Bill Good Marketing..., JSTOR, EBSCO, Research, Qualitative Research, Online Research

Education
Virginia Commonwealth University   2011 — 2015
Bachelor’s Degree, Philosophy, concentration in ethics and public policy. Minors in economics and political Science, Cumulative GPA: 3.52 (4.00 basis)

Nashville Auto Diesel College Inc   2005 — 2006
Automotive and Diesel Technology

Michael Brockert, C.C.P., C.P.M. Michael Brockert, C.C.P., C.P.M. Overland Park, Kansas Details
Michael Brockert, C.C.P., C.P.M.'s Wells Fargo Advisors Experience January 2011 - May 2013
Job Available IT Program/Project Manager, QA Manager
Industry Information Technology and Services
Experience
Independent IT Management Consultant   2000 - Present
Sprint  June 2013 - November 2013
Wells Fargo Advisors   January 2011 - May 2013
US Postal Service  June 2010 - December 2010
Wells Fargo Advisors   September 2008 - March 2010
Hallmark Cards, Inc.   October 2007 - August 2008
Westar Energy  June 2007 - October 2007
Sprint  September 2006 - June 2007
Embarq  2006 - 2007
US Bank  September 2005 - September 2006

Skills
Certified Project..., Data Warehousing, Software Quality..., CMMI, EAI, Business Intelligence, Data Marts, PMBOK, SDLC, Coaching, Business Process..., Dimensional Modeling, Data Warehouse..., Business Intelligence..., Data Integration, ERP, Test Automation, Dashboards, Strategic Planning, Enterprise Architecture, Master Data Management, Business Management, Performance Testing, Mainframe, Quality Assurance, IT Management, ITIL, Management, Project Management, Telecommunications, Requirements Gathering, Integration, Vendor Management, Program Management, Requirements Analysis, Business Analysis, PMO, Software Project..., CRM, IT Strategy, Testing

Education
Missouri State University
B.S. in Management and Marketing, Double Major in Management and Marketing, 3.4

University of Missouri-Kansas City
MBA, Accounting, 3.9

Stephen Keach, CIPM Stephen Keach, CIPM Greater St. Louis Area Details
Stephen Keach, CIPM's Wells Fargo Advisors Experience January 2008 - Present
Job Research Analyst at Institutional Consulting Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2008 - Present
A.G. Edwards & Sons, Inc.   August 2002 - December 2007

Skills
Portfolio Performance..., Asset Allocation, Investment Valuation, Portfolio Management, Wealth Management, Investment Strategies, Capital Markets, Equities, Investments, Mutual Funds, Asset Management, Securities, Financial Modeling, Alternative Investments, Fixed Income, RFP Generation, Exchange Traded..., Private Equity, Hedge Funds, Commodity Pricing, Financial Accounting, Series 7, Financial Analysis

Education
Murray State University   1997 — 2001
Bachelor's Degree, Economics

Heather Merrell Heather Merrell Fenton, Missouri Details
Heather Merrell's Wells Fargo Advisors Experience May 2012 - February 2013
Job Foundation Financial Assistant at Chi Omega Fraternity Executive Headquarters
Industry Government Administration
Experience
Chi Omega Fraternity Executive Headquarters  September 2014 - Present
AZZ Galvanizing  March 2013 - September 2014
Wells Fargo Advisors   May 2012 - February 2013
Missouri State Senators Eric Schmitt and John Lamping   January 2012 - February 2013

Skills
Microsoft Office, Legal Research, Research, Microsoft Office Excel, Public Speaking, Public Relations, Microsoft Excel, Political Science, Public Policy, Politics, Policy Analysis, Human Resources, Corporate Finance, Budget Management, Budget Monitoring, Budget Process, Spreadsheets, OSHA, Project Management, Oracle, iMIS, Sage Accounts, Customer Service, Event Planning, Microsoft Word

Education
Missouri Western State University   2006 — 2011
B.S., Political Science, and History

Rockwood Summit High School

Samantha Schreiber Samantha Schreiber Greater New York City Area Details
Samantha Schreiber's Wells Fargo Advisors Experience March 2012 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2012 - Present
NYC Department of Education  September 2011 - March 2012
NYC Department of Education  September 2010 - August 2011
National Jean Co   September 2009 - December 2010

Skills
Team Leadership, Organizational..., Problem Solving, Customer Service, Strategic Planning, Series 7, Series 66, Leadership, Microsoft Office, Teamwork, Project Management

Education
Montclair State University   2009 — 2011
Master’s Degree, Counseling

University of Maryland College Park   2006 — 2009
Bachelor’s Degree, Psychology

Northeastern University   2005 — 2006
Psychology

Joseph Bauman Joseph Bauman Greater St. Louis Area Details
Joseph Bauman's Wells Fargo Advisors Experience August 2015 - Present
Job Unit Manager at CitiMortgage
Industry Marketing and Advertising
Experience
Wells Fargo Advisors   August 2015 - Present
Citi  December 2014 - August 2015
Citi  October 2012 - December 2014
Citi  August 2011 - September 2012
Bonneville International  August 2009 - June 2010
Emmis Communications  September 2007 - August 2009
Valpak of Greater   March 2007 - September 2007

Skills
Social Media, Sales, Marketing, Cold Calling, Sales Management, Strategy, Customer Service, Account Management, Advertising, Digital Marketing, Marketing Strategy, Management, Online Advertising, Marketing Communications, Digital Media

Education
Missouri State University   2002 — 2006
MKT, Advertising/Promotion

Missouri State University   2002 — 2006
Bachelor of Science, Business Administration

Kathleen Fleming Kathleen Fleming Alton, Illinois Details
Kathleen Fleming's Wells Fargo Advisors Experience August 1994 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 1994 - Present
Brinson Partners, Inc.   September 1989 - May 1993
Duff & Phelps Investment Management Co.   April 1980 - August 1989

Education
Mundelein College   1983 — 1987
Bachelors, Accounting

Morningside College   1978 — 1979

Andrew Sklover Andrew Sklover Los Angeles, California Details
Andrew Sklover's Wells Fargo Advisors Experience May 2010 - August 2010
Job CRE/CMBS Analyst at DoubleLine Group LP
Industry Investment Management
Experience
DoubleLine Group LP  November 2014 - Present
Rialto Capital Management  June 2013 - November 2014
Centric Property Group   May 2011 - May 2013
The Financial Services Roundtable  January 2011 - May 2011
Wells Fargo Advisors   May 2010 - August 2010

Skills
Investments, Asset Management, Real Estate Economics, Real Estate Development, Valuation, Acquisitions, Commercial Real Estate, Due Diligence, Real Estate, Bankruptcy, Brokerage, Private Equity, Investment Properties, Finance, Loans, Litigation, Mergers, Investment Banking, Real Estate Transactions, Leases, Investors, Financial Modeling, Mergers & Acquisitions

Education
Monmouth University   2008 — 2012
Bachelor of Arts (B.A.), Political Science

Regents American College London
International Relations

Mendham High School   2004 — 2008

Ronald A. Acquaviva Ronald A. Acquaviva New York, New York Details
Ronald A. Acquaviva's Wells Fargo Advisors Experience 2013 - 2014
Job Director of Sales and Client Services at AMP Technologies
Industry Real Estate
Experience
AMP Technologies  2014 - Present
Wells Fargo Advisors   2013 - 2014
Residential Finance Corporation  2012 - 2013
United Communications Group - Vantage Production, LLC   2007 - 2012

Education
Monmouth University
Bachelor of Science (BS), International Business

Eric Hopler, CFP® Eric Hopler, CFP® Greater New York City Area Details
Eric Hopler, CFP®'s Wells Fargo Advisors Experience August 2005 - Present
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2005 - Present
Morgan Stanley  January 2001 - August 2005
American Express Business Finance  1998 - 1999

Skills
Investments, Retirement Planning, Financial Advisory, Mutual Funds, Risk Management, Financial Analysis, Insurance, Asset Allocation, Estate Planning, Securities, Equities, 401k Rollovers, Wealth Preservation..., Fixed Income Strategies, Retirement Plan..., Deferred Compensation..., Estate Investment..., Concentrated Stock..., Business-Succession..., Business Owner Planning, Multigenerational..., Tax-Efficient Strategies, College Education...

Education
Montclair State University   1997 — 2001
Bachelors, Finance & Management

Morris Hills   1993 — 1997

Robert J. Link Robert J. Link Baltimore, Maryland Details
Robert J. Link's Wells Fargo Advisors Experience June 2015 - Present
Job Senior Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2015 - Present
Merrill Lynch  May 2012 - June 2015
Deep Creek Crab Co.   March 2009 - March 2012
Bank of Hanover NA (Currently PNC Financial Services Group, Inc.)   February 2005 - May 2008

Skills
Account Management, Sales Management, Customer Service, New Business Development, Sales, B2B, Finance, Management, Banking, Investments, Marketing, Start-ups, CRM, Retirement Planning, Strategic Planning, Salesforce.com, Retirement, Microsoft Office

Education
Mount St. Mary's College   2004 — 2008
Bachelor of Business Administration (BBA), Economics

Calvert Hall High School   1999 — 2003
Liberal Arts, Liberal Arts

Ashley Rodenhaus Ashley Rodenhaus Saint Louis, Missouri Details
Ashley Rodenhaus's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   January 2015 - Present
Ascension Health  September 2013 - January 2015
Emerson Process Management  June 2012 - September 2013
Emerson Electric Co.  February 2008 - June 2012

Skills
Account Reconciliation, Cash Flow, Corporate Finance, Microsoft Excel, Variance Analysis, Accounting, Internal Controls, Sarbanes-Oxley Act, Budgets, Hyperion, Forecasting, Process Improvement

Education
Missouri State University   2004 — 2007
Bachelor of Science, Finance

Bryan Endres Bryan Endres Greater New York City Area Details
Bryan Endres's Wells Fargo Advisors Experience May 2012 - August 2012
Job Associate, Rotational Development Program at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  June 2015 - Present
BNY Mellon  May 2014 - June 2015
BNY Mellon  April 2013 - April 2014
UBS Wealth Management  September 2012 - December 2012
Wells Fargo Advisors   May 2012 - August 2012

Skills
Financial Modeling, Investments, Microsoft Excel, Finance, Mutual Funds, Corporate Finance, Analysis, Wealth Management, Microsoft Office, SmartStation, Social Media, Facebook, Twitter, Equity Valuation, US Tax, FATCA, PowerPoint

Education
Syracuse University - Martin J. Whitman School of Management   2010 — 2012
Bachelor's degree, Finance

Mohawk Valley Community College   2008 — 2010

H. Marty Torgrimson H. Marty Torgrimson Huntington, West Virginia Details
H. Marty Torgrimson's Wells Fargo Advisors Experience July 2005 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2005 - Present

Skills
401k, Investments, IRAs, Mutual Funds, Retirement Planning, 403 b, Rollovers, Leadership Development, Nonprofits, Small Business

Education
Mount Vernon Nazarene University   1979 — 1982
Bachelor of Science (BS)

Jack Blair Jack Blair Kansas City, Missouri Area Details
Jack Blair's Wells Fargo Advisors Experience February 2011 - August 2011
Job Predictive Analytics and Business Intelligence Specialist at IBM
Industry Information Technology and Services
Experience
IBM  January 2014 - Present
IBM  October 2012 - January 2014
Groupon  August 2011 - October 2012
Wells Fargo Advisors   February 2011 - August 2011
Cascade Financial Management, Inc.   May 2009 - February 2011
N2 Publishing  May 2008 - August 2008

Skills
Marketing, Sales, Account Management, Customer Service, Social Media, Salesforce.com, Analytics, SPSS, Social Media Marketing, Marketing Communications, New Business Development, Sales Management, CRM, Management, Finance, Leadership, Sales Process, Business Development, Lead Generation, Market Research, Cold Calling, Business Intelligence, Predictive Analytics, SaaS, Enterprise Software, Team Leadership, Business Analysis, Product Marketing, Data Analysis, Analysis, Marketing Strategy, Project Management, Process Improvement, Strategy

Education
Missouri State University   2006 — 2010
BA, Finance, English

DeSmet Jesuit High School   2002 — 2006

Adrianna Payne Adrianna Payne Greater St. Louis Area Details
Adrianna Payne's Wells Fargo Advisors Experience September 2013 - March 2015
Job Assistant Manager Sales & Marketing at Massage Envy Spa
Industry Marketing and Advertising
Experience
Massage Envy Spa  July 2015 - Present
Wells Fargo Advisors   September 2013 - March 2015
St. Louis Post-Dispatch  October 2012 - July 2013
St. Louis Post-Dispatch  June 2012 - October 2012
St. Louis Post-Dispatch  September 2011 - June 2012
New Caledonian Press   April 2011 - July 2011
Adventures in Math & Science   August 2006 - July 2011
Murray State University  August 2008 - May 2010

Skills
Media Planning, Marketing, Advertising, Social Media Marketing, Social Media, New Business Development, Marketing Communications, Advertising Sales, Facebook, Digital Media, Online Advertising, Social Networking, PowerPoint, Microsoft Office, Online Marketing, Customer Satisfaction, Media Relations, Team Management, SEO, Cold Calling, Goal-driven leader, Outside Sales, Inside Sales, Research, Consulting

Education
Murray State University   2006 — 2010
Bachelor's of Arts, Advertising

Kirkwood High School   2002 — 2006
High School

Brandon Pinkston Brandon Pinkston Washington, District Of Columbia Details
Brandon Pinkston's Wells Fargo Advisors Experience February 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 2014 - Present
Edward Jones  May 2010 - February 2014
Everything DeValued LLC   August 2006 - May 2010

Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Investment Advisory, Strategic Financial..., Asset Allocation, Retirement, Investments, Investment Strategies, Series 63, Financial Advisory, Portfolio Management, Uniform Combined State..., Fixed Annuities

Education
Morehouse College
Bachelor of Arts (B.A.), Finance and Financial Management Services

Marc Pearl Marc Pearl Auburn, California Details
Marc Pearl's Wells Fargo Advisors Experience October 2013 - June 2015
Job Sales at Red Door IT Partners, INC
Industry Financial Services
Experience
Red Door IT Partners, INC   September 2015 - Present
Wells Fargo Advisors   October 2013 - June 2015
Pearl Wealth Management   February 2012 - October 2013
LPL Finanical  February 2012 - October 2013
First Northern Bank  2002 - 2012
AXA Advisors  2000 - 2002
The Money Store  1997 - 2000
Wells Fargo  1990 - 1997

Skills
Investments, Securities, Financial Advisory, Investment Advisory, Series 7, Retirement Planning, Wealth Management, Finance, Portfolio Management, Asset Management, Mutual Funds, Asset Allocation, Retirement, Small Business, Investment Strategies, 401k, FINRA, Health In, C#, Java, HTML5, Management, Insurance, Risk Management, Financial Planning, Strategy, Strategic Planning

Education
National University
Bachelor of Science (BS), Information Technology

Alona Rindal, MBA, JD Alona Rindal, MBA, JD Minneapolis, Minnesota Details
Alona Rindal, MBA, JD's Wells Fargo Advisors Experience 2001 - 2003
Job Vice President & Assistant General Counsel at US Bank
Industry Law Practice
Experience
US Bank  June 2011 - Present
Anastasi & Associates   March 2009 - June 2011
M&I Bank  June 2005 - January 2009
Wells Fargo Bank  June 2003 - June 2005
Wells Fargo Advisors   2001 - 2003
US Bank  1999 - 2001
Fortis Financial Group  1997 - 1999

Skills
Creditors' Rights, Banking Law, Foreclosures, Real Estate, Legal Assistance, Real Estate Transactions, Mortgage Lending, Legal Research, Legal Writing, Credit, Corporate Law, Financial Services, Legal Documents, Finance, Litigation, Portfolio Management, Management, Banking, Loans

Education
William Mitchell College of Law   2004 — 2008
Juris Doctor

University of St. Thomas - Opus College of Business   1996 — 2000
MBA, Marketing

University of Wisconsin-River Falls   1990 — 1994
BA, English

John R Wilson John R Wilson Greater Philadelphia Area Details
John R Wilson's Wells Fargo Advisors Experience November 2011 - Present
Job Financial Advisor and Associate Vice President Investment Officer of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2011 - Present
Wachovia, A Wells Fargo Company  August 2003 - November 2011
LJ Kushner and Associates   October 1999 - August 2003

Skills
Investments, Retirement Planning, Financial Services, Risk Management, Finance, Securities, Mutual Funds, Insurance, Equities, Economics, Financial Analysis, Alternative Investments, Financial Advisory, Asset Allocation

Education
Muhlenberg College   1995 — 1999
BA, Business/HR

The Hill School   1992 — 1995

North Penn High School   1984 — 1992

Jude Stambone Jude Stambone Scranton, Pennsylvania Area Details
Jude Stambone's Wells Fargo Advisors Experience April 2009 - June 2009
Job Financial Advisor at LPL Financial
Industry Investment Management
Experience
LPL Financial  2011 - Present
Cadaret, Grant & Co., Inc.   June 2009 - December 2010
Long Financial Group   June 2009 - December 2010
Wells Fargo Advisors   April 2009 - June 2009
Wachovia Securities  May 2006 - April 2009
Wachovia Securities  July 2003 - May 2006
Prudential Securities  May 2000 - July 2003

Skills
Retirement Planning, Series 7, Wealth Management, Investment Advisory, Mutual Funds, Series 63, Fixed Annuities, Investment Management, IRAs, Series 6, Portfolio Management, Life Insurance, Disability Insurance, Asset Management, Long-term Care

Education
Penn State University   1990 — 1995

Bishop O'Hara

Moravian College

University of Scranton

Jason Canter Jason Canter Greater New York City Area Details
Jason Canter's Wells Fargo Advisors Experience January 2009 - March 2011
Job at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  June 2010 - Present
Wells Fargo Advisors   January 2009 - March 2011
AXA  December 2006 - January 2009
A.G. Edwards   May 2006 - December 2006

Education
Montclair State University   1996 — 2001

Madison High School   1992 — 1996

Jamie Baraldi Jamie Baraldi Greater Philadelphia Area Details
Jamie Baraldi's Wells Fargo Advisors Experience July 2003 - January 2009
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  January 2009 - Present
Wells Fargo Advisors   July 2003 - January 2009
Morgan Stanley  March 1993 - July 2003

Education
Muhlenberg College
Economics and Finance

Wharton Business School

F. Ponicsan F. Ponicsan Greater New York City Area Details
F. Ponicsan's Wells Fargo Advisors Experience September 2009 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2009 - Present
UBS  May 2006 - September 2009
Smith Barney  August 1988 - May 2006

Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Investment Advisory, Financial Planning, Retirement, Securities, Portfolio Management, Financial Advisory, Series 8- General..., Series 7- General..., Series 63- Uniform..., Series 65- Uniform..., Series 63, Series 7

Education
Monmouth University   1983 — 1987
Bachelor of Science, Business

Monmouth University   1986 — 1986
Independent Study, Moscow USSR 1986

Morris Catholic

James McGuire James McGuire Charlotte, North Carolina Area Details
James McGuire's Wells Fargo Advisors Experience January 2000 - November 2013
Job High Net Worth Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard  November 2013 - Present
Wells Fargo Advisors   January 2000 - November 2013
First Union National Bank  August 1997 - January 2000

Skills
Financial Services, Investments, Finance, Retirement Planning, Series 7, CRPC, Retirement, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Banking, Fixed Income, Series 6, Series 66

Education
University of South Carolina   1992 — 1994
Bachelor of Arts (B.A.), Economics

Nassau Community College   1989 — 1992
Associate of Science (A.S.), Business Administration and Management, General

Ravi Sarvepalli Ravi Sarvepalli Charlotte, North Carolina Area Details
Ravi Sarvepalli's Wells Fargo Advisors Experience December 1998 - Present
Job Technology Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors   December 1998 - Present
Birla Horizons   1996 - 1998

Skills
Vendor Management, Business Analysis, Data Warehousing, Software Project..., Program Management, Process Improvement, SOA, Resource Management, Requirements Analysis, Banking, SDLC, IT Strategy, Management, Enterprise Architecture, Software Documentation, Project Portfolio...

Education
National Institute of Technology Warangal   1992 — 1996

Space Central School   1979 — 1991

David Pruessner David Pruessner Greater St. Louis Area Details
David Pruessner's Wells Fargo Advisors Experience April 2008 - Present
Job Vice President, Human Resource Business Partner Wells Fargo Advisors
Industry Human Resources
Experience
Wells Fargo Advisors   April 2008 - Present
Citigroup  September 1996 - April 2008

Skills
Human Resources, Performance Management, Executive Coaching, Talent Management, Leadership, Recruiting, Strategic Planning, Banking, Employee Relations, Change Management, Management, Employee Engagement, Onboarding, HRIS, Succession Planning

Education
Missouri State University   1991 — 1995
Bachelor's degree

Molly Brantley Molly Brantley Greater St. Louis Area Details
Molly Brantley's Wells Fargo Advisors Experience February 1997 - Present
Job Business Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 1997 - Present
A.G. Edwards & Sons, Inc.   1997 - 2007

Education
Murray State University   1986 — 1992

Scott Maze Scott Maze Saint Louis, Missouri Details
Scott Maze's Wells Fargo Advisors Experience November 2013 - Present
Job WFA Relationship Manager/Client Integration Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2013 - Present
Wachovia Securities, LLC  June 2008 - Present
Wachovia Securities  June 2006 - Present
Wachovia Securities  2004 - Present
First Clearing   2004 - Present
Wachovia Securities Financial Network  2006 - 2009
Wachovia Securities  May 2004 - June 2006

Skills
Business Analysis, Series 7, Securities, Access, Equities, Data Warehousing, Mergers, Problem Solving, Back Office, Excel, Team Building, Word, SharePoint, Data Analysis, Analysis, Mutual Funds, MS Project, Settlements, Risk Management

Education
Missouri State University   1991 — 1996
Bachelor of Science (BS) Finance and General Business, Finance and Accounting

Rick Keller Rick Keller Greater New York City Area Details
Rick Keller's Wells Fargo Advisors Experience August 2014 - Present
Job Former Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Wells Fargo Advisors   August 2014 - Present
Merrill Lynch  September 2011 - February 2014
Northwestern Mutual Financial Network  April 2010 - September 2011
Pamrapo Savings Bank   April 2008 - April 2009
CodeStreet  May 2007 - September 2007
ICAP, plc/Brokertec   January 2001 - January 2005
TruMarkets, Inc   January 2000 - January 2001
Nomura Securities International  January 1994 - January 2000
Mabon Securities Corporation   January 1986 - January 1994
Paine Webber Inc  January 1985 - January 1986

Skills
Fixed Income, Investments, Portfolio Management, Hedge Funds, Account Management, Structured Products, Strategic Financial..., Trading, Sales, Wealth Management, Securities, Banking, Derivatives, Business Planning, Business Development, Financial Risk, Analysis, Finance, Structured Finance, New Business Development, ABS, CRM, Electronic Trading, MBS, Management, Series 63, Series 24, Marketing, CMBS, Bloomberg Terminal, Financial Markets, FX Options, Relationship Management, Building Relationships

Education
Mount St. Mary's University   1976 — 1980
BS, Business & Finance

Holy Trinity H.S.   1972 — 1976

Dale Carnegie Training

Mark Trenter Mark Trenter Greater St. Louis Area Details
Mark Trenter's Wells Fargo Advisors Experience 2009 - Present
Job Site Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   2009 - Present
Wachovia Securities  2008 - Present
Wachovia Securities  September 2007 - Present
A.G. Edwards & Sons, Inc.   May 2001 - March 2007
A.G. Edwards & Sons, Inc.   May 1999 - April 2001
NISA Investment Advisors  September 1997 - April 1999
Boatmen's Bancshares  October 1994 - September 1997
Maritz Travel Company  1990 - 1994

Skills
Process Improvement, Project Management, Leadership, Intranet, Risk Management, Financial Services, Management, Account Management

Education
Missouri State University   1985 — 1989

Yonas Michael Yonas Michael Greater St. Louis Area Details
Yonas Michael's Wells Fargo Advisors Experience May 2004 - Present
Job Application Engineer at A.G. Edwards & Sons, Inc.
Industry Computer Software
Experience
Wells Fargo Advisors   May 2004 - Present
Envision  2004 - 2005

Education
Missouri State University   2000 — 2003

Jason Canter Jason Canter Greater New York City Area Details
Jason Canter's Wells Fargo Advisors Experience January 2009 - June 2010
Job Accountant at BBOS/KDMS Accountants, LLC.
Industry Financial Services
Experience
BBOS/KDMS Accountants, LLC.   December 2013 - Present
Colette Guerriero Accounting   June 2011 - December 2013
Wells Fargo Advisors   January 2009 - June 2010
Axa Advisors  January 2006 - January 2009

Education
Fairleigh Dickinson University-College at Florham   2012 — 2014
Master's degree, Accounting

Montclair State University   1996 — 2001
Bachelor of Arts (B.A.), Theatre/Theater

Sunisha Karjodkar Sunisha Karjodkar Greater St. Louis Area Details
Sunisha Karjodkar's Wells Fargo Advisors Experience July 2013 - Present
Job Business Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   July 2013 - Present
Aurora Systems Group (Client- Elsevier)   October 2007 - July 2011
Aditya Birla Group  November 2005 - May 2007
Mirc Electronics, Onida   June 2004 - November 2005

Skills
Axure, Visio, MS Project, Microsoft Office, Quality Center, QTP, Gemini, Test Planning, Manual Testing, SQL, PeopleSoft, PeopleTools, PS Query, MS Reporting Services, Business Analysis, Requirements Analysis, Business Process, Requirements Gathering, Software Documentation, Analysis, Web Services, SDLC, Team Management, HP Quality Center

Education
Narsee Monjee Institute of Management Studies   2002 — 2004
Master of Business Administration (M.B.A.), Human Resources

Sardar Patel College of Engineering   1998 — 2002
Bachelors in Engineering, Computer Science

Monica Matola Monica Matola Charlotte, North Carolina Area Details
Monica Matola's Wells Fargo Advisors Experience December 2013 - June 2015
Job Audit Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2015 - Present
Wells Fargo Advisors   December 2013 - June 2015
Wells Fargo  March 2008 - December 2013
Wachovia, A Wells Fargo Company  October 2003 - March 2008
Wachovia Securities, LLC  October 2001 - October 2003

Skills
Data Analysis, Investments, Securities, Operational Risk..., Wealth Management, Relationship Management, Asset Management, Portfolio Management, Banking, Process Improvement, Business Analysis, Financial Analysis

Education
University of North Carolina at Charlotte - Belk College of Business
BSBA, Finance

Nash Community College
Associate of Arts and Sciences (AAS), Marketing

Shane Musgraves Shane Musgraves Greater St. Louis Area Details
Shane Musgraves's Wells Fargo Advisors Experience 2009 - Present
Job Programmer/Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   2009 - Present
Wells Fargo Advisors   2008 - Present
A.G. Edwards   1997 - 2007

Skills
Perl, Software Documentation, DB2, SDLC, Requirements Gathering, Requirements Analysis, Visio, Business Analysis, Toad, Data Modeling, SQL, Agile Methodologies, Systems Analysis, Oracle, Data Warehousing

Education
Missouri State University   1989 — 1993
BS, General Business

Peter Somaroo Peter Somaroo Sarasota, Florida Area Details
Peter Somaroo's Wells Fargo Advisors Experience December 2010 - April 2011
Job DSM at Exeter Finance Corp.
Industry Banking
Experience
Exeter Finance Corp.  May 2011 - Present
SAFCo  2011 - 2012
Wells Fargo Advisors   December 2010 - April 2011
Capital One Auto Finance  July 2006 - January 2009
Regional Acceptance Corp - BBT & T Bank   May 2005 - May 2006
J P Morgan Chase  September 1997 - March 2005

Skills
Credit, Portfolio Management, Strategy, Leadership, Customer Retention, Sales, Relationship Management, Sales Process, Account Management, Sales Operations, Loans, Credit Analysis, Sales Management, Risk Management, Selling, New Business Development, Banking, Business Development, Customer Satisfaction, Forecasting, Consumer Lending, Financial Services, Negotiation, Finance, Credit Risk, Loan Origination

Education
Monroe College   1997 — 2002
BA, Business

Melvin Sirleaf Melvin Sirleaf Charlotte, North Carolina Area Details
Melvin Sirleaf's Wells Fargo Advisors Experience June 2011 - Present
Job Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2011 - Present
Trebor Zendi Group   July 2009 - September 2010
Trebor Zendi Group   July 2009 - September 2009
Carolina Warehouse & Transportation Group, LLC   May 2007 - September 2008

Skills
Microsoft Office, Management, Microsoft Excel, Public Speaking, Leadership, Financial Analysis, Data Analysis, Research, Strategy, Sales

Education
Morehouse College   2006 — 2010

Morehouse College
Bachelor of Arts, Business Administration

Frank Chou Frank Chou Greater New York City Area Details
Frank Chou's Wells Fargo Advisors Experience July 2014 - Present
Job Managing Director at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2014 - Present
Wells Fargo Advisors, LLC  June 2012 - July 2014
Wells Fargo Advisors, LLC  December 2006 - May 2012
Morgan Stanley Dean Witter  1996 - November 2006

Education
Moravian College   1992 — 1996
Finance, Economics

Emilie (Ruediger) Dick, MBA Emilie (Ruediger) Dick, MBA Greater St. Louis Area Details
Emilie (Ruediger) Dick, MBA's Wells Fargo Advisors Experience August 2013 - August 2014
Job W2 Implementation Manager at Equifax Workforce Solutions
Industry Accounting
Experience
Equifax Workforce Solutions  September 2014 - Present
Wells Fargo Advisors   August 2013 - August 2014
AOS  April 2012 - August 2013
UniGroup, Inc  July 2011 - April 2012
UniGroup, Inc  November 2009 - July 2011
UniGroup, Inc  June 2008 - November 2009

Skills
Customer Service, Microsoft Office, Customer Negotiations, Process Improvement, Project Coordination, Team Building, Microsoft Excel, Sales, Microsoft Word, Marketing, New Business Development, Budgets, Public Relations, Social Media, Sales Management, Management, Account Management, Training, Negotiation

Education
Webster University   2008 — 2011
Masters, Business Administration

Missouri State University   2004 — 2008
Bachelor of Science, Accounting

Christina Rousseau, CPA Christina Rousseau, CPA Greater St. Louis Area Details
Christina Rousseau, CPA's Wells Fargo Advisors Experience March 2015 - Present
Job Internal Audit Manager at Wells Fargo
Industry Accounting
Experience
Wells Fargo Advisors   March 2015 - Present
PwC  September 2011 - March 2015
Spartech Corporation  April 2010 - September 2011
Lopata Flegel and Company  July 2007 - October 2009
Missouri State University  June 2006 - May 2007

Skills
Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley, Sarbanes-Oxley Act, Tax

Education
Missouri State University   2006 — 2007
Masters, Accounting

Missouri State University   2005 — 2006
Bachelors, Accounting

East Central College   2002 — 2004
Associate, Accounting

Caleb Parker Caleb Parker Charlotte, North Carolina Details
Caleb Parker's Wells Fargo Advisors Experience June 2014 - August 2014
Job WBR Early Talent Program Analyst at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo  July 2015 - Present
Murray State University  July 2013 - June 2015
Wells Fargo Advisors   June 2014 - August 2014
Cracker Barrel  May 2013 - December 2013
Murray State University  August 2012 - August 2013
Dennis' Quality Auto Body   May 2010 - August 2012

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Customer Service, Organized Multi-tasker, Communication Skills, Data Entry, Windows, Time Management, Editing, Critical Thinking, Event Management, Higher Education, Social Networking, Social Media, Blogging, Telephone Skills, Public Relations, Access, Facebook, Illustrator, Spanish, Event Planning, English, Fundraising, HTML, Leadership, Teaching, Outlook, Social Media Marketing, Marketing, Public Speaking, Inventory Management, Research, Creative Writing, Community Outreach, Marketing Communications, Team Building, Communication

Education
Murray State University   2010 — 2015
Bachelor of Science (BS), Organizational Communication, General

Glenn Dodge Glenn Dodge Greater St. Louis Area Details
Glenn Dodge's Wells Fargo Advisors Experience October 2005 - Present
Job Options Compliance Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   October 2005 - Present
Computer clearing services   1995 - 2005

Education
Nassau Community College
Associates, Criminal Justice

Angela Bardon Angela Bardon Greater St. Louis Area Details
Angela Bardon's Wells Fargo Advisors Experience December 2009 - October 2010
Job Sr Specialist II at AnheuserBusch
Industry Consumer Goods
Experience
Maersk Line  August 2011 - Present
Queens University of Charlotte  December 2010 - August 2011
Wells Fargo Advisors   December 2009 - October 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Microsoft Access, Business Objects, Business Warehouse SAP

Education
Missouri State University   2005 — 2009
Bachelor of Science (B.S.), Finance, General

George Zindel George Zindel Greater Philadelphia Area Details
George Zindel's Wells Fargo Advisors Experience February 2009 - Present
Job Senoir Vice President, Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2009 - Present
Morgan Stanley Dean Witter  March 1998 - February 2007

Skills
Investments, Management, Mergers & Acquisitions, Negotiation, Marketing, Insurance, Leadership, Budgets, Sales, Strategic Planning, Strategy, Business Planning, Start-ups, Sales Management, New Business Development, Vendor Management

Education
Moravian College   1966 — 1970
Bachelor of Arts (BA), Economics

University of Pennsylvania - The Wharton School

Robert Makowski Robert Makowski Greater St. Louis Area Details
Robert Makowski's Wells Fargo Advisors Experience October 2014 - Present
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   October 2014 - Present
Stifel Financial Corp.  August 2013 - October 2014
Stifel Nicolaus  January 2009 - August 2013
Northwestern Mutual  May 2007 - October 2008

Education
Missouri State University   2004 — 2008
Bachelor’s Degree, Finance

Michael Cologero Michael Cologero Greater New York City Area Details
Michael Cologero's Wells Fargo Advisors Experience November 2012 - March 2014
Job Registered Sales Associate at Christopher Edwards Financial Associates, LLP
Industry Financial Services
Experience
Christopher Edwards Financial Associates, LLP   March 2014 - Present
Wells Fargo Advisors   November 2012 - March 2014
Rosehill Fund, LLC   January 2011 - November 2012
OTA Trading, LLC   August 1984 - December 2010
OTA Trading, LLC   April 1984 - August 1984
OTA Trading, LLC   September 1983 - April 1984

Skills
Options, Proprietary Trading, Electronic Trading, Brokers, Equities, Compliance, Customer Relations, Series 7, Trading, Market Making, Settlements, Bloomberg Terminal, Equity Trading, Traders, Market Data, Trading Systems, Hedge Funds, Customer Service, Equity Derivatives, Settlement, Portfolio Management

Education
Montclair State University
Bachelor of Science, Business Administration

Tim Jacobsmeyer, CMFC ® Tim Jacobsmeyer, CMFC ® Greater St. Louis Area Details
Tim Jacobsmeyer, CMFC ®'s Wells Fargo Advisors Experience June 2013 - Present
Job Product Manager Alternative Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2013 - Present
Wells Fargo Advisors   March 2010 - June 2013

Skills
Mutual Funds, Portfolio Management, Financial Advisory, Financial Analysis, ETFs, Training, Sales, Morningstar, Series 7, Wealth Management, Proposal Writing, Investments

Education
Missouri State University   2002 — 2005
Bachelor of Science, Sales & Marketing

Susan Patchen Susan Patchen Cleveland/Akron, Ohio Area Details
Susan Patchen's Wells Fargo Advisors Experience December 1993 - November 2008
Job Operations Manager at Undisclosed Financial Services Firm
Industry Financial Services
Experience
Wells Fargo Advisors   December 1993 - November 2008

Skills
Series 7, Series 63, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Wealth Management

Education
Muskingum College

Joan Nilan, ChFC Joan Nilan, ChFC Greater New York City Area Details
Joan Nilan, ChFC's Wells Fargo Advisors Experience June 2011 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2011 - Present
MetLife, Penn Mutual, Mass Mutual   November 2001 - May 2011
Rainbow Media  July 1989 - April 2001

Skills
Mutual Funds, Fixed Annuities, Life Insurance, Fixed and Variable..., Retirement Planning, College Funding, Estate Planning, Business Sucession..., 401(k) Rollovers, Income in Retirement

Education
The American College   2002 — 2005
Chartered Financial Consultant (ChFC), Financial Planning

Monmouth University   1986 — 1989
BA, English

Glen Ridge High School

Hillel Goldman Hillel Goldman Baltimore, Maryland Area Details
Hillel Goldman's Wells Fargo Advisors Experience April 2007 - January 2011
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors  April 2011 - Present
Wells Fargo Advisors   April 2007 - January 2011

Skills
Retirement Planning, Strategic Financial..., Financial Services, Retirement Benefits, Financial Modeling, Protection...

Education
University of Baltimore   2002 — 2005
Master of Business Administration (MBA)

Ner Israel Rabbinical College
BTL

Ner Israel Rabbinical College

Brian Drochelman Brian Drochelman Greater St. Louis Area Details
Brian Drochelman's Wells Fargo Advisors Experience 1997 - Present
Job First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   1997 - Present

Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Investments, Financial Services, Strategic Planning, Wealth Management, Series 6, Securities, Wealth, Investment Advisory, Investment Management, 401k, Mortgage Lending, Alternative Investments, Equities, Fixed Income, Insurance, Life Insurance, Uniform Combined State..., Estate Planning, Financial Planners, Asset Allocation, FINRA, IRAs, Risk Management, Series 24, Banking, Financial Analysis, Financial Modeling, Strategic Financial..., Portfolio Management, Bonds, Investment Strategies, Finance, Relationship Management, Fixed Annuities, Asset Management, Retirement, Financial Advisory

Education
Missouri State University
B.S., Marketing Management

Southern Illinois University, Edwardsville
MBA

Samuel Crabtree Samuel Crabtree Overland Park, Kansas Details
Samuel Crabtree's Wells Fargo Advisors Experience October 2010 - October 2011
Job Credit Analyst at Arvest Bank
Industry Banking
Experience
Arvest Bank  December 2012 - Present
Arvest Bank  October 2011 - December 2012
Wells Fargo Advisors   October 2010 - October 2011

Skills
Banking, Loans, Credit, Retail Banking, Commercial Banking, Credit Analysis, Commercial Lending, Credit Risk, Financial Analysis, Finance, Cross Selling, Risk Management

Education
Missouri State University   2013 — 2016
Master of Business Administration (M.B.A.)

Missouri State University   2005 — 2009
BS

Libra El Bey Libra El Bey Charlotte, North Carolina Details
Libra El Bey's Wells Fargo Advisors Experience December 2005 - June 2013
Job Client Relationship Associate Vanguard Flagship
Industry Financial Services
Experience
Vanguard  June 2013 - Present
Wells Fargo Advisors   December 2005 - June 2013

Skills
Series 6, Series 7, Series 63, Wealth Management, Mutual Funds, Banking, Financial Services, Securities

Education
Montreat College

SCOTT KITTLE SCOTT KITTLE Huntersville, North Carolina Details
SCOTT KITTLE's Wells Fargo Advisors Experience May 2011 - August 2011
Job Corporate Trust Accountant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank  October 2011 - Present
WELLS FARGO BANK  October 2011 - Present
WELLS FARGO ADVISORS   May 2011 - August 2011
LPL FINANCIAL  October 2009 - February 2010
WACHOVIA SECURITIES  September 2005 - June 2008
WACHOVIA SECURITIES  January 1997 - June 2008
Wachovia Securities  September 2000 - August 2005

Education
Mountain State University   1992 — 1996
BS, Business Administration

Mountain State University
B.S, Business Administration

Hilary Daniel Hilary Daniel Charlotte, North Carolina Details
Hilary Daniel's Wells Fargo Advisors Experience May 2006 - May 2011
Job Investment Specialist contractor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  October 2011 - Present
Wells Fargo Advisors   May 2006 - May 2011
Morgan Stanley Smith Barney  May 2005 - May 2006

Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Retirement Planning, Mutual Funds, Series 65, Asset Allocation, Investments, Investment Advisory, Investment Strategies, Securities, Alternative Investments, Fixed Income, Retirement

Education
Strayer University (DC)   2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services

Monroe College-New Rochelle   2001 — 2004
Bachelor of Business Administration (BBA), Computer and Information Sciences, General

Matthew Hornick Matthew Hornick Brooklyn, New York Details
Matthew Hornick's Wells Fargo Advisors Experience September 2013 - Present
Job Operational Risk Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   September 2013 - Present
Dominick & Dominick LLC  May 2012 - July 2012
GF Capital   2012 - 2012
FTI Consulting  June 2011 - July 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Facebook, Event Planning, Customer Service, Banking, Real Estate, Research, Risk Management, Social Media, Sports

Education
Muhlenberg College
Bachelor of Arts (B.A.), Economics and Business Administration

Roberta (Robin) Kraemer Roberta (Robin) Kraemer Chicago, Illinois Details
Roberta (Robin) Kraemer's Wells Fargo Advisors Experience July 2010 - October 2012
Job
Industry Financial Services
Experience
Credit Suisse  October 2012 - April 2014
Credit Suisse  2012 - 2014
Wells Fargo Advisors   July 2010 - October 2012

Skills
Sales Assistant, Series 7, Series 63, Asset Management, Structured Products, Wealth Management

Education
Moraine Valley Community College

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