Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Wells Fargo Advisors 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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors August 2000 - Present
Education
Montclair State University 1987 — 1991
Bachelor's degree, Finance and Marketing
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors January 2011 - 2011
Wells Fargo Home Mortgage 2009 - 2010
Tabor-loggins Consultants 2007 - 2009
Education
National University
BBA, Business Administration
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
Wells Fargo Advisors March 2010 - Present
Red Lobster March 2007 - May 2010
Education
Missouri State University 2005 — 2009
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors February 1997 - Present
A.G. Edwards & Sons, Inc. 1997 - 2007
Education
Murray State University 1986 — 1992
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
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
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
Wells Fargo Advisors May 2004 - Present
Envision 2004 - 2005
Education
Missouri State University 2000 — 2003
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors October 2005 - Present
Computer clearing services 1995 - 2005
Education
Nassau Community College
Associates, Criminal Justice
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
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
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
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
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
Wells Fargo Advisors December 1993 - November 2008
Skills
Series 7, Series 63, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Wealth Management
Education
Muskingum College
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
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
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
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
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
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
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
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
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