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),
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.
Wells Fargo Advisors Salaries. You can even request information on how much does Wells Fargo Advisors pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Darlene (Foshe) Hacker Darlene (Foshe) Hacker's Wells Fargo Advisors Experience September 2013 - October 2014
Job Looking for the next opportunity in financial services or real estate
Industry Financial Services
Experience
Taking time off for home remodeling January 2015 - Present
Wells Fargo Advisors September 2013 - October 2014
Iowa Title and Abstract May 2007 - May 2013
Wells Fargo October 2000 - April 2007
Skills
Research, land legal descriptions, Organizational..., Teamwork, 10 Key, Reliability, Customer Service, High Level Of Accuracy, Banking Operations, Negotiation, Access, Analysis, Editing, Strategy, Training, Process Improvement, Social Media
Education
North Central University
Taking time off for home remodeling January 2015 - Present
Wells Fargo Advisors September 2013 - October 2014
Iowa Title and Abstract May 2007 - May 2013
Wells Fargo October 2000 - April 2007
Skills
Research, land legal descriptions, Organizational..., Teamwork, 10 Key, Reliability, Customer Service, High Level Of Accuracy, Banking Operations, Negotiation, Access, Analysis, Editing, Strategy, Training, Process Improvement, Social Media
Education
North Central University
Mark Aho, MBA, CFP®, CIMA®'s Wells Fargo Advisors Experience September 2003 - October 2013
Job President, Mark Aho Financial Group / Financial Advisor, Raymond James Financial Services
Industry Financial Services
Experience
Mark Aho Financial Group, An Independent Firm October 2013 - Present
Wells Fargo Advisors September 2003 - October 2013
Smith Barney January 1996 - January 2003
Commercial Banking July 1990 - December 1996
Edward Jones April 1988 - June 1990
D & N savings Bank September 1983 - March 1988
Skills
Retirement Planning, Wealth Management, Banking, Financial Advisory, Loans, Investments, Series 7, Credit, Management, Financial Markets, Pensions, Mortgage Lending, Mutual Funds, Portfolio Management, Strategic Financial..., Series 63, Consumer Lending, Investment Advisory, Credit Analysis, Financial Analysis
Education
Northern Michigan University 1974 — 1983
Bachelor of Science and Masters, Business Administration and Management, General
Mark Aho Financial Group, An Independent Firm October 2013 - Present
Wells Fargo Advisors September 2003 - October 2013
Smith Barney January 1996 - January 2003
Commercial Banking July 1990 - December 1996
Edward Jones April 1988 - June 1990
D & N savings Bank September 1983 - March 1988
Skills
Retirement Planning, Wealth Management, Banking, Financial Advisory, Loans, Investments, Series 7, Credit, Management, Financial Markets, Pensions, Mortgage Lending, Mutual Funds, Portfolio Management, Strategic Financial..., Series 63, Consumer Lending, Investment Advisory, Credit Analysis, Financial Analysis
Education
Northern Michigan University 1974 — 1983
Bachelor of Science and Masters, Business Administration and Management, General
Jason Werner, CFP® Jason Werner, CFP®'s Wells Fargo Advisors Experience April 2007 - May 2009
Job Financial Advisor at Cooper McManus
Industry Financial Services
Experience
Cooper McManus July 2009 - Present
Securities America, Inc. Member FINRA/SIPC July 2009 - Present
Wells Fargo Advisors April 2007 - May 2009
Skills
Investments, Investment Advisory, Securities, Finance, FINRA, Insurance, Wealth Management, Mutual Funds, Strategic Financial..., Estate Planning, Licensing
Education
Northern Arizona University 2004 — 2006
BS, Business Administration, Finance & Economics
Cooper McManus July 2009 - Present
Securities America, Inc. Member FINRA/SIPC July 2009 - Present
Wells Fargo Advisors April 2007 - May 2009
Skills
Investments, Investment Advisory, Securities, Finance, FINRA, Insurance, Wealth Management, Mutual Funds, Strategic Financial..., Estate Planning, Licensing
Education
Northern Arizona University 2004 — 2006
BS, Business Administration, Finance & Economics
Carl S. Warren Carl S. Warren's Wells Fargo Advisors Experience December 2010 - Present
Job Financial Advisor Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors December 2010 - Present
BBVA Compass October 2003 - December 2010
H&R Block Financial Advisors May 1999 - October 2003
Skills
401k Rollovers, investment planning, Retirement Planning, tax-efficient strategies, Financial Advisory, Fixed Income Strategies, Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Risk Management, Asset Allocation, Strategic Financial..., Estate Planning, Financial Planning, Financial Services, Investments, Retirement
Education
The University of Arizona 1995 — 1999
Bachelor's Degree, Finance
University of Arizona 1995 — 1999
Bachelor of Science (B.S.), Finance
North Carolina Agricultural and Technical State University 1992 — 1994
Accounting
Wells Fargo Advisors December 2010 - Present
BBVA Compass October 2003 - December 2010
H&R Block Financial Advisors May 1999 - October 2003
Skills
401k Rollovers, investment planning, Retirement Planning, tax-efficient strategies, Financial Advisory, Fixed Income Strategies, Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Risk Management, Asset Allocation, Strategic Financial..., Estate Planning, Financial Planning, Financial Services, Investments, Retirement
Education
The University of Arizona 1995 — 1999
Bachelor's Degree, Finance
University of Arizona 1995 — 1999
Bachelor of Science (B.S.), Finance
North Carolina Agricultural and Technical State University 1992 — 1994
Accounting
Dawn Lloyd, JD, CFP®, CRPC®'s Wells Fargo Advisors Experience January 2002 - March 2009
Job President Investments and Advisory Services at Lakritz & Lloyd Wealth Management, LLC
Industry Financial Services
Experience
Lakritz & Lloyd Wealth Management, LLC August 2013 - Present
Merrill Lynch March 2009 - August 2013
Wells Fargo Advisors January 2002 - March 2009
MetLife January 2001 - January 2002
UBS Wealth Management July 1999 - December 2000
Education
Arizona Summit Law School (formerly Phoenix School of Law) 2011 — 2014
Juris Doctor, Law
Northern Arizona University 2006 — 2010
Bachelor of Arts, Liberal Studies
Lakritz & Lloyd Wealth Management, LLC August 2013 - Present
Merrill Lynch March 2009 - August 2013
Wells Fargo Advisors January 2002 - March 2009
MetLife January 2001 - January 2002
UBS Wealth Management July 1999 - December 2000
Education
Arizona Summit Law School (formerly Phoenix School of Law) 2011 — 2014
Juris Doctor, Law
Northern Arizona University 2006 — 2010
Bachelor of Arts, Liberal Studies
Ron Perry's Wells Fargo Advisors Experience March 2003 - August 2011
Job Senior Vice President Financial Advisor at UBS
Industry Financial Services
Experience
Wells Fargo Advisors March 2003 - August 2011
Morgan Stanley-Smith Barney March 1989 - June 2003
Langley Federal Credit Union 1988 - March 1989
Coastal Federal Credit Union 1982 - 1988
Skills
Retirement Planning, Estate Planning, Finance, Investments, Portfolio Management, Financial Advisory, Asset Management, Mutual Funds, Wealth Management
Education
Wake Technical Community College 1973 — 1975
Associate of Arts and Sciences (AAS), Accounting
North Carolina State University 1971 — 1973
Political Science and Government
Wells Fargo Advisors March 2003 - August 2011
Morgan Stanley-Smith Barney March 1989 - June 2003
Langley Federal Credit Union 1988 - March 1989
Coastal Federal Credit Union 1982 - 1988
Skills
Retirement Planning, Estate Planning, Finance, Investments, Portfolio Management, Financial Advisory, Asset Management, Mutual Funds, Wealth Management
Education
Wake Technical Community College 1973 — 1975
Associate of Arts and Sciences (AAS), Accounting
North Carolina State University 1971 — 1973
Political Science and Government
Jamie Kenyon Jamie Kenyon's Wells Fargo Advisors Experience December 2009 - August 2012
Job Mortgage Loan Assistant at Leader One Financial
Industry Financial Services
Experience
Leader One Financial September 2012 - Present
Wells Fargo Advisors December 2009 - August 2012
Education
Northern Illinois University 1995 — 1997
Leader One Financial September 2012 - Present
Wells Fargo Advisors December 2009 - August 2012
Education
Northern Illinois University 1995 — 1997
Charles Valz's Wells Fargo Advisors Experience September 1995 - Present
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 1995 - Present
Skills
Retirement Planning
Education
Northern Kentucky University 1980 — 1993
Finance and Computer Science
Wells Fargo Advisors September 1995 - Present
Skills
Retirement Planning
Education
Northern Kentucky University 1980 — 1993
Finance and Computer Science
David Heide David Heide's Wells Fargo Advisors Experience June 1995 - Present
Job Financial Advisor l Managing Director Investments at Heide Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 1995 - Present
Edward Jones December 1990 - June 1995
Skills
Investments, Finance, Retirement Planning, Financial Analysis, Mutual Funds, Asset Allocation, Fixed Annuities, Investment Strategies, Management, Financial Advisory, Retirement, Securities, Alternative Investments, ETFs, 401k Rollovers, Insurance, Tax-Effecient Strategies
Education
Northern Illinois University 1981 — 1985
Bachelors, Business- Marketing
Wells Fargo Advisors June 1995 - Present
Edward Jones December 1990 - June 1995
Skills
Investments, Finance, Retirement Planning, Financial Analysis, Mutual Funds, Asset Allocation, Fixed Annuities, Investment Strategies, Management, Financial Advisory, Retirement, Securities, Alternative Investments, ETFs, 401k Rollovers, Insurance, Tax-Effecient Strategies
Education
Northern Illinois University 1981 — 1985
Bachelors, Business- Marketing
Dana Pollard, CFP®'s Wells Fargo Advisors Experience May 1999 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 1999 - Present
Education
North Dakota State University
Bachelor's degree
St. Catherine University
Master's degree
Wells Fargo Advisors May 1999 - Present
Education
North Dakota State University
Bachelor's degree
St. Catherine University
Master's degree
Karen A. Moysi's Wells Fargo Advisors Experience April 2009 - November 2011
Job Strategic Marketer | Looking For My Next Marketing Assignment | Let's Connect!!
Industry Marketing and Advertising
Experience
Available for new opportunities 2009 - Present
Ascend Advisory 2013 - 2013
Wells Fargo Advisors April 2009 - November 2011
Village Golf Shop 2009 - 2011
Skills
Marketing Strategy, Marketing Communications, Social Networking, Social Media Marketing, Marketing, Email Marketing, Advertising, Newsletters, Digital Photography, Leadership, SEO, Event Planning, LinkedIn, Facebook Marketing, Data Analysis, Estate Planning, Rental Homes, Market Research, Facebook, Digital Media, Financial Planning, Recruiting, Training, Supervising, Project Management, Promotions, Direct Mail, Sales Management, Sage CRM, Long-term Care, Sponsorship, Fundraising, Real Property, Videography, Opticians, Cable Television, Competitive Analysis, Compliance, Database Administration, Apple, Feng Shui, Painting, general contractor, Loss Prevention, Cellular Communications, optician, Online Marketing, New Business Development, Social Media
Education
Northern Kentucky University 1990 — 1994
Bachelor Of Arts, Communications & Marketing
Available for new opportunities 2009 - Present
Ascend Advisory 2013 - 2013
Wells Fargo Advisors April 2009 - November 2011
Village Golf Shop 2009 - 2011
Skills
Marketing Strategy, Marketing Communications, Social Networking, Social Media Marketing, Marketing, Email Marketing, Advertising, Newsletters, Digital Photography, Leadership, SEO, Event Planning, LinkedIn, Facebook Marketing, Data Analysis, Estate Planning, Rental Homes, Market Research, Facebook, Digital Media, Financial Planning, Recruiting, Training, Supervising, Project Management, Promotions, Direct Mail, Sales Management, Sage CRM, Long-term Care, Sponsorship, Fundraising, Real Property, Videography, Opticians, Cable Television, Competitive Analysis, Compliance, Database Administration, Apple, Feng Shui, Painting, general contractor, Loss Prevention, Cellular Communications, optician, Online Marketing, New Business Development, Social Media
Education
Northern Kentucky University 1990 — 1994
Bachelor Of Arts, Communications & Marketing
Olga Santo Tomas Monroe Olga Santo Tomas Monroe's Wells Fargo Advisors Experience November 1997 - March 2000
Job Bilingual Hispanic Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2014 - Present
Wake Technical Community College December 2013 - April 2014
Self Employed January 2013 - April 2014
Self Employed January 2010 - April 2014
St. Thomas the Apostle August 1999 - January 2010
Wells Fargo Advisors November 1997 - March 2000
The CPA Forum 1989 - 1999
UBS May 1989 - November 1997
American Express March 1984 - May 1989
Merrill Lynch December 1981 - March 1984
Skills
Managed Money, Money Management, investment advisor..., financial planning, financial advisor, investments, Banking, Retail Banking, Investment Advisory, Coaching, Personal Development, financial management, Training, budgeting, Leadership Development, Leadership, Small Business, Life Coaching, Stress Management, Emotional Intelligence, Lifestyle Coaching, Public Speaking, Social Media, Executive Coaching, Personal Coaching, Lifestyle, Social Media Marketing, Holistic Health, Work Life Balance, Stress, Mindfulness, Wellness, Blogging, NLP, Business Coaching, Teaching, Healing, Research, Nutrition, Social Media Management, Employee Training, Strategic Financial..., Finance, proofreading, writing, Bilingual, Foreign Languages, Language Teaching, Social Media Manager, editing
Education
North Carolina State University 1978 — 1981
Bachelor of Arts (B.A.), Business Management and Economics
North Carolina State University 1991 — 1995
Master of Arts in Liberal Science, Culture, History, Politics and Language of Latin America. Dissertation-Cuban Politics and Culture.
Pittsboro Community College 2013 — 2013
Social Media Management Program Certificate, Social Media Management
CTI: The Coaches Training Institue 2009 — 2010
Professional Co-Active Coach, Life and Business Coaching
CTI: The Coaches Training Institute 2010 — 2010
Certified Leadership Graduate, Resolving Life and Business Issues
Cardinal Gibbons 1973 — 1977
Our Lady of Lourdes 1965 — 1975
Merrill Lynch June 2014 - Present
Wake Technical Community College December 2013 - April 2014
Self Employed January 2013 - April 2014
Self Employed January 2010 - April 2014
St. Thomas the Apostle August 1999 - January 2010
Wells Fargo Advisors November 1997 - March 2000
The CPA Forum 1989 - 1999
UBS May 1989 - November 1997
American Express March 1984 - May 1989
Merrill Lynch December 1981 - March 1984
Skills
Managed Money, Money Management, investment advisor..., financial planning, financial advisor, investments, Banking, Retail Banking, Investment Advisory, Coaching, Personal Development, financial management, Training, budgeting, Leadership Development, Leadership, Small Business, Life Coaching, Stress Management, Emotional Intelligence, Lifestyle Coaching, Public Speaking, Social Media, Executive Coaching, Personal Coaching, Lifestyle, Social Media Marketing, Holistic Health, Work Life Balance, Stress, Mindfulness, Wellness, Blogging, NLP, Business Coaching, Teaching, Healing, Research, Nutrition, Social Media Management, Employee Training, Strategic Financial..., Finance, proofreading, writing, Bilingual, Foreign Languages, Language Teaching, Social Media Manager, editing
Education
North Carolina State University 1978 — 1981
Bachelor of Arts (B.A.), Business Management and Economics
North Carolina State University 1991 — 1995
Master of Arts in Liberal Science, Culture, History, Politics and Language of Latin America. Dissertation-Cuban Politics and Culture.
Pittsboro Community College 2013 — 2013
Social Media Management Program Certificate, Social Media Management
CTI: The Coaches Training Institue 2009 — 2010
Professional Co-Active Coach, Life and Business Coaching
CTI: The Coaches Training Institute 2010 — 2010
Certified Leadership Graduate, Resolving Life and Business Issues
Cardinal Gibbons 1973 — 1977
Our Lady of Lourdes 1965 — 1975
Mary Claire Caine Mary Claire Caine's Wells Fargo Advisors Experience September 2011 - June 2014
Job Broker/Realtor at Century 21 Sweyer & Associates
Industry Real Estate
Experience
Century 21 Sweyer & Associates July 2014 - Present
Wells Fargo Advisors September 2011 - June 2014
Skills
Administrative Work, Real Estate, VA loans, Investment Properties, Property Management, Formatting Documents
Education
North Carolina State University 2001 — 2004
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
New Mexico State University-Alamogordo 1998 — 1999
Associate of Arts (A.A.), Art/Art Studies, General
Century 21 Sweyer & Associates July 2014 - Present
Wells Fargo Advisors September 2011 - June 2014
Skills
Administrative Work, Real Estate, VA loans, Investment Properties, Property Management, Formatting Documents
Education
North Carolina State University 2001 — 2004
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
New Mexico State University-Alamogordo 1998 — 1999
Associate of Arts (A.A.), Art/Art Studies, General
Susan Swanberg Susan Swanberg's Wells Fargo Advisors Experience January 2006 - June 2013
Job Brokerage Service Professional at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans January 2013 - Present
Wells Fargo Advisors January 2006 - June 2013
Wells Fargo Investments 2001 - 2006
Norwest Mortgage January 1994 - February 1996
Prudential Insurance March 1979 - January 1994
Skills
Equities, Customer Service, Call Center, Series 7, Trading, Banking, Call Centers, Investments, Series 63, Credit, Options, Finance, Securities, FINRA, Financial Services, Mutual Funds, Fixed Income, Risk Management, Wealth Management, Retirement Planning, Uniform Combined State...
Education
North Hennepin Community College 1990 — 1996
Thrivent Financial for Lutherans January 2013 - Present
Wells Fargo Advisors January 2006 - June 2013
Wells Fargo Investments 2001 - 2006
Norwest Mortgage January 1994 - February 1996
Prudential Insurance March 1979 - January 1994
Skills
Equities, Customer Service, Call Center, Series 7, Trading, Banking, Call Centers, Investments, Series 63, Credit, Options, Finance, Securities, FINRA, Financial Services, Mutual Funds, Fixed Income, Risk Management, Wealth Management, Retirement Planning, Uniform Combined State...
Education
North Hennepin Community College 1990 — 1996
Derrick Jackson, CRPC® Derrick Jackson, CRPC®'s Wells Fargo Advisors Experience November 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors 2012 - 2013
Wells Fargo Advisors May 2008 - 2012
First Tennessee Bank March 2006 - January 2008
Seneca One Finance August 2005 - February 2006
KEI Pearson August 2004 - July 2005
DMG Securities, Inc April 2002 - July 2004
Skills
Series 7, Wealth Management, Sales & Marketing..., Financial Services, Business Development, Situational Sales..., Territory..., Strategic Business..., Strategic Sales..., Leadership, Project Management, Branch Banking, Banking, Investments, Sales, Series 63, Retirement Planning, Securities, Insurance, Retirement, Equities, Bonds, Mutual Funds, Investment Strategies, Registered Investment..., Business Coaching, Communication Skills, Sales Presentations, Organizational..., Investment Portfolio, Relationship Management, Conflict Management, New Business Development, Microsoft Office, MS Project, Contact Center..., Contact Center..., Annuities, Series 9/10, Personal Finance, Change Management, Negotiation, Cross Selling, Cross-functional Team..., Screening Resumes, Mock Interviews, Delivering Results, Solution-Oriented..., Customer Satisfaction, Branch Administration
Education
Northeastern University 2013 — 2015
Master of Science (M.S.), Organizational Leadership w/ Project Management focus
Queens University of Charlotte 2010 — 2012
Certificate, Financial Planning and Services
Randolph-Macon College 1998 — 2002
Bachelor of Arts (B.A.), Economics
Morgan Stanley March 2015 - Present
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors 2012 - 2013
Wells Fargo Advisors May 2008 - 2012
First Tennessee Bank March 2006 - January 2008
Seneca One Finance August 2005 - February 2006
KEI Pearson August 2004 - July 2005
DMG Securities, Inc April 2002 - July 2004
Skills
Series 7, Wealth Management, Sales & Marketing..., Financial Services, Business Development, Situational Sales..., Territory..., Strategic Business..., Strategic Sales..., Leadership, Project Management, Branch Banking, Banking, Investments, Sales, Series 63, Retirement Planning, Securities, Insurance, Retirement, Equities, Bonds, Mutual Funds, Investment Strategies, Registered Investment..., Business Coaching, Communication Skills, Sales Presentations, Organizational..., Investment Portfolio, Relationship Management, Conflict Management, New Business Development, Microsoft Office, MS Project, Contact Center..., Contact Center..., Annuities, Series 9/10, Personal Finance, Change Management, Negotiation, Cross Selling, Cross-functional Team..., Screening Resumes, Mock Interviews, Delivering Results, Solution-Oriented..., Customer Satisfaction, Branch Administration
Education
Northeastern University 2013 — 2015
Master of Science (M.S.), Organizational Leadership w/ Project Management focus
Queens University of Charlotte 2010 — 2012
Certificate, Financial Planning and Services
Randolph-Macon College 1998 — 2002
Bachelor of Arts (B.A.), Economics
Del Rudeen Del Rudeen's Wells Fargo Advisors Experience July 2004 - December 2007
Job Senior Trust Officer at Union Bank
Industry Banking
Experience
Union Bank February 2008 - Present
Wells Fargo Advisors July 2004 - December 2007
Northern Trust July 1990 - July 2004
Skills
Certified Trust...
Education
Thunderbird School of Global Management 1981 — 1983
Master of Business Administration (MBA), International Business
North Park University 1975 — 1979
Bachelor's degree, Biology & Psychology
Union Bank February 2008 - Present
Wells Fargo Advisors July 2004 - December 2007
Northern Trust July 1990 - July 2004
Skills
Certified Trust...
Education
Thunderbird School of Global Management 1981 — 1983
Master of Business Administration (MBA), International Business
North Park University 1975 — 1979
Bachelor's degree, Biology & Psychology
Frank Szalay, CFP ®'s Wells Fargo Advisors Experience April 1999 - March 2013
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. March 2013 - Present
Wells Fargo Advisors April 1999 - March 2013
A.G. Edwards 1999 - 2007
Service Corporation International 1994 - 1998
Paine Webber January 1993 - July 1995
Skills
Personal Financial..., Estate Planning, Retirement Planning, Investment Advisory..., Asset Management, Asset Allocation, Long-term Care, Life Insurance, Securities, Portfolio Management, Financial Advisory, Investments, Investment Advisory, Series 7, Series 63, Retirement, Finance, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Uniform Combined State..., IRAs, Series 65, Financial Planners, Wealth Management..., 529 Plans, Wealth Accumulation, ETFs, Investment Strategies, 401k Rollovers, Saving for Education, Variable Annuities, Wealth, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Financial Planning
Education
New Mexico State University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
North Texas State Unviersity 1983 — 1984
Raymond James Financial Services, Inc. March 2013 - Present
Wells Fargo Advisors April 1999 - March 2013
A.G. Edwards 1999 - 2007
Service Corporation International 1994 - 1998
Paine Webber January 1993 - July 1995
Skills
Personal Financial..., Estate Planning, Retirement Planning, Investment Advisory..., Asset Management, Asset Allocation, Long-term Care, Life Insurance, Securities, Portfolio Management, Financial Advisory, Investments, Investment Advisory, Series 7, Series 63, Retirement, Finance, Mutual Funds, Wealth Management, Fixed Annuities, 401k, Uniform Combined State..., IRAs, Series 65, Financial Planners, Wealth Management..., 529 Plans, Wealth Accumulation, ETFs, Investment Strategies, 401k Rollovers, Saving for Education, Variable Annuities, Wealth, Strategic Financial..., Long Term Care Insurance, Certified Financial..., Financial Planning
Education
New Mexico State University 1984 — 1988
Bachelor of Business Administration (BBA), Marketing
North Texas State Unviersity 1983 — 1984
Eric Wenaas Eric Wenaas's Wells Fargo Advisors Experience 2005 - 2005
Job CoDirector and Future Owner at Supervalu Foods. PGA Teaching Professional at CrossRoads Golf Club. CHS Golf Coach.
Industry Supermarkets
Experience
Carrington Public Schools System 2014 - Present
SuperValu Foods 2014 - Present
Crossroads Golf Club 2014 - Present
Whole Foods Market 2013 - 2013
Colorado Golf Club 2012 - 2012
Glenmoor Country Club 2009 - 2011
SouthRidge Golf Club 2006 - 2008
Wells Fargo Advisors 2005 - 2005
The Golf Club at Redlands Mesa 2004 - 2004
Desert Highlands Golf Club 2003 - 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Golf, Data Analysis, Hospitality, Food & Beverage, Customer Service, Inventory Management, Event Planning, Marketing, Sales, Management, Golf Instruction
Education
PGA of America 2003 — 2011
Bachelor of Science, Professional Golf Management
New York Stock Exchange 2005 — 2005
Series 7 & 66 Securities Representative Certifications, Financial Consulting
North Dakota State University 1997 — 2002
Bachelor of Science, Business Administration
Carrington Public Schools System 2014 - Present
SuperValu Foods 2014 - Present
Crossroads Golf Club 2014 - Present
Whole Foods Market 2013 - 2013
Colorado Golf Club 2012 - 2012
Glenmoor Country Club 2009 - 2011
SouthRidge Golf Club 2006 - 2008
Wells Fargo Advisors 2005 - 2005
The Golf Club at Redlands Mesa 2004 - 2004
Desert Highlands Golf Club 2003 - 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office, Golf, Data Analysis, Hospitality, Food & Beverage, Customer Service, Inventory Management, Event Planning, Marketing, Sales, Management, Golf Instruction
Education
PGA of America 2003 — 2011
Bachelor of Science, Professional Golf Management
New York Stock Exchange 2005 — 2005
Series 7 & 66 Securities Representative Certifications, Financial Consulting
North Dakota State University 1997 — 2002
Bachelor of Science, Business Administration
Justin Stern Justin Stern's Wells Fargo Advisors Experience March 2008 - June 2010
Job "Lose money for the firm and I will be ok with it, lose a shred of credibility and ill be ruthless!"
Industry Financial Services
Experience
TDAmeritrade March 2014 - Present
Clear 4 Take Off October 2012 - Present
TSBG LLC. 2010 - January 2014
Wells Fargo Advisors March 2008 - June 2010
Skills
Sales, Investments, Financial Analysis, Strategic Financial..., Portfolio Management, Finance, Series 7, New Business Development, Mutual Funds, Retirement Planning, Team Management, Options, Operations Management, Business Relationship..., series 66, Life Insurance, Annuity Sales, Aviation, corporate aviation
Education
NYU 2002 — 2005
Bachelor of Science (BS)
FSU
TDAmeritrade March 2014 - Present
Clear 4 Take Off October 2012 - Present
TSBG LLC. 2010 - January 2014
Wells Fargo Advisors March 2008 - June 2010
Skills
Sales, Investments, Financial Analysis, Strategic Financial..., Portfolio Management, Finance, Series 7, New Business Development, Mutual Funds, Retirement Planning, Team Management, Options, Operations Management, Business Relationship..., series 66, Life Insurance, Annuity Sales, Aviation, corporate aviation
Education
NYU 2002 — 2005
Bachelor of Science (BS)
FSU
Jill Crisp, CFP®, AIF® Jill Crisp, CFP®, AIF®'s Wells Fargo Advisors Experience February 2009 - April 2010
Job Financial Advisor at Clearbrook Advisory Services, LLC
Industry Investment Management
Experience
Clearbrook Advisory Services, LLC July 2012 - Present
UNC Health Care June 2010 - June 2012
Wells Fargo Advisors February 2009 - April 2010
Skills
Strategic Financial..., Investment Strategies, Portfolio Management, Market Analysis, Risk Mitigation..., Retirement Planning, Insurance Analysis, Saving for Education, Asset Allocation
Education
North Carolina State University 2011 — 2013
Certified Financial Planner™ Certification Education Program
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration (Concentration: Finance)
Clearbrook Advisory Services, LLC July 2012 - Present
UNC Health Care June 2010 - June 2012
Wells Fargo Advisors February 2009 - April 2010
Skills
Strategic Financial..., Investment Strategies, Portfolio Management, Market Analysis, Risk Mitigation..., Retirement Planning, Insurance Analysis, Saving for Education, Asset Allocation
Education
North Carolina State University 2011 — 2013
Certified Financial Planner™ Certification Education Program
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration (Concentration: Finance)
Willis Hong Willis Hong's Wells Fargo Advisors Experience July 2005 - February 2012
Job Consumer Operation Specialist at Washington Federal
Industry Financial Services
Experience
Washington Federal April 2013 - Present
Northwest Hospital & Medical Center February 2012 - April 2013
Wells Fargo Advisors July 2005 - February 2012
Banc of America Investments Services April 1999 - July 2005
Bank of America May 1995 - April 1999
Bank of America February 1991 - May 1995
Skills
Microsoft Office, Excel, Outlook, Word, Customer Service, Banking, Investment Operations, Risk Management, Teamwork, Loss Prevention, Brokerage, Retail Banking, Teller Operations, Volunteering, Compliance, Customer Relations, Fraud Detection, Fraud, Investments, Microsoft Excel, Call Centers
Education
North Seattle Community College
Chief Sealth
Washington Federal April 2013 - Present
Northwest Hospital & Medical Center February 2012 - April 2013
Wells Fargo Advisors July 2005 - February 2012
Banc of America Investments Services April 1999 - July 2005
Bank of America May 1995 - April 1999
Bank of America February 1991 - May 1995
Skills
Microsoft Office, Excel, Outlook, Word, Customer Service, Banking, Investment Operations, Risk Management, Teamwork, Loss Prevention, Brokerage, Retail Banking, Teller Operations, Volunteering, Compliance, Customer Relations, Fraud Detection, Fraud, Investments, Microsoft Excel, Call Centers
Education
North Seattle Community College
Chief Sealth
Thomas Billington Thomas Billington'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
Skills
Financial Services, Investment Strategies, Retirement Planning
Education
North Carolina State University 2002 — 2006
Bachelor of Science in Business Administration
Wells Fargo Advisors June 2011 - Present
Skills
Financial Services, Investment Strategies, Retirement Planning
Education
North Carolina State University 2002 — 2006
Bachelor of Science in Business Administration
Brittany Sutton's Wells Fargo Advisors Experience December 2010 - August 2011
Job Project Coordinator at Cisco
Industry Market Research
Experience
Experis February 2015 - Present
North Carolina State University 2009 - Present
Bay Area Techworkers November 2014 - February 2015
Bay Area Techworkers October 2013 - October 2014
Bay Area Techworkers March 2013 - October 2013
Kforce Inc. January 2012 - March 2013
Wells Fargo Advisors December 2010 - August 2011
Strategic Insights October 2010 - December 2010
Action Marketing Group August 2010 - August 2010
University Directories 2010 - 2010
Skills
Marketing, PowerPoint, Microsoft Office, Vlookup, Leadership, Pivot Tables, Public Speaking, Time Management, Social Media, Data Analysis, Microsoft Excel, Marketing Strategy, Teamwork, Social Media Marketing, Marketing Communications, Microsoft Word, Training, Event Planning, Sales, Facebook, Social Networking, Event Management, Photoshop, Illustrator, Research, Customer Service, conversational French, Word, Excel, Business Communications, Public Relations, Management, Communication, Market Research
Education
North Carolina State University 2007 — 2011
Bachelors, Marketing
Experis February 2015 - Present
North Carolina State University 2009 - Present
Bay Area Techworkers November 2014 - February 2015
Bay Area Techworkers October 2013 - October 2014
Bay Area Techworkers March 2013 - October 2013
Kforce Inc. January 2012 - March 2013
Wells Fargo Advisors December 2010 - August 2011
Strategic Insights October 2010 - December 2010
Action Marketing Group August 2010 - August 2010
University Directories 2010 - 2010
Skills
Marketing, PowerPoint, Microsoft Office, Vlookup, Leadership, Pivot Tables, Public Speaking, Time Management, Social Media, Data Analysis, Microsoft Excel, Marketing Strategy, Teamwork, Social Media Marketing, Marketing Communications, Microsoft Word, Training, Event Planning, Sales, Facebook, Social Networking, Event Management, Photoshop, Illustrator, Research, Customer Service, conversational French, Word, Excel, Business Communications, Public Relations, Management, Communication, Market Research
Education
North Carolina State University 2007 — 2011
Bachelors, Marketing
Caricia Robinson's Wells Fargo Advisors Experience January 2004 - January 2007
Job Client Success Manager at Televerde
Industry Marketing and Advertising
Experience
Televerde April 2013 - Present
Entertainment Publications August 2008 - December 2012
Wells Fargo January 2007 - August 2008
Wells Fargo Advisors January 2004 - January 2007
Skills
Marketing Strategy, Sales, Sales Process, Direct Marketing, New Business Development, Lead Generation, Cold Calling, Sales Operations, Salesforce.com, Demand Generation, Management, Email Marketing, Integrated Marketing, Sales Presentations, Social Media Marketing, Marketing Communications, Project Management, Consulting, Digital Marketing
Education
Northern Arizona University 2004 — 2008
Bachelor of Science (BS), Speech Communication and Rhetoric, 3.68
Northern Arizona University 2004 — 2008
Bachelor's in Organizational Communication and Marketing, Mass Communication/Media Studies, Marketing
Televerde April 2013 - Present
Entertainment Publications August 2008 - December 2012
Wells Fargo January 2007 - August 2008
Wells Fargo Advisors January 2004 - January 2007
Skills
Marketing Strategy, Sales, Sales Process, Direct Marketing, New Business Development, Lead Generation, Cold Calling, Sales Operations, Salesforce.com, Demand Generation, Management, Email Marketing, Integrated Marketing, Sales Presentations, Social Media Marketing, Marketing Communications, Project Management, Consulting, Digital Marketing
Education
Northern Arizona University 2004 — 2008
Bachelor of Science (BS), Speech Communication and Rhetoric, 3.68
Northern Arizona University 2004 — 2008
Bachelor's in Organizational Communication and Marketing, Mass Communication/Media Studies, Marketing
Marshall Rankowitz Marshall Rankowitz's Wells Fargo Advisors Experience November 1995 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 1995 - Present
Skills
Retirement Planning, Retirement Income, 401 (k) Rollovers, Asset Allocation, Estate Investment..., Fixed Income Strategies, Investment Planning, Retirement Savings, Investments
Education
New York University
Master of Science (MS), Industrial Engineering
New York University
Bachelor of Science (BS), Chemical Engineering
Wells Fargo Advisors November 1995 - Present
Skills
Retirement Planning, Retirement Income, 401 (k) Rollovers, Asset Allocation, Estate Investment..., Fixed Income Strategies, Investment Planning, Retirement Savings, Investments
Education
New York University
Master of Science (MS), Industrial Engineering
New York University
Bachelor of Science (BS), Chemical Engineering
Ryan Elsman Ryan Elsman's Wells Fargo Advisors Experience May 2009 - September 2009
Job Activation Marketing Coordinator at NJOY Electronic Cigarettes
Industry
Experience
NJOY Electronic Cigarettes February 2015 - Present
Factory 360 July 2014 - February 2015
Warby Parker May 2013 - May 2014
Warby Parker September 2012 - May 2013
Bollare May 2012 - August 2012
Scenebseen.com September 2011 - August 2012
J.Crew February 2010 - August 2012
Modellounge NYC September 2011 - December 2011
Wells Fargo Advisors May 2009 - September 2009
Skills
Event Planning, Event Management, Client Relations Skills, Microsoft Office, Microsoft Word, Instagram, Pinterest, Creative Writing, Styling, Social Media Marketing, Social Media, Fashion, Public Relations
Education
New York University 2010 — 2014
Marketing & Psychology
Delbarton School 2006 — 2010
NJOY Electronic Cigarettes February 2015 - Present
Factory 360 July 2014 - February 2015
Warby Parker May 2013 - May 2014
Warby Parker September 2012 - May 2013
Bollare May 2012 - August 2012
Scenebseen.com September 2011 - August 2012
J.Crew February 2010 - August 2012
Modellounge NYC September 2011 - December 2011
Wells Fargo Advisors May 2009 - September 2009
Skills
Event Planning, Event Management, Client Relations Skills, Microsoft Office, Microsoft Word, Instagram, Pinterest, Creative Writing, Styling, Social Media Marketing, Social Media, Fashion, Public Relations
Education
New York University 2010 — 2014
Marketing & Psychology
Delbarton School 2006 — 2010
Chris Conte Chris Conte's Wells Fargo Advisors Experience June 2013 - August 2013
Job Research Intern at CMCIC Securities
Industry Financial Services
Experience
CM-CIC Securities June 2014 - October 2014
The Virginia Home January 2014 - May 2014
Wells Fargo Advisors June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Event Planning, Teamwork, Outlook, Research, Data Analysis, Social Networking, Leadership, Access
Education
University of Richmond 2010 — 2014
Bachelor's degree, Business Administration, Management and Operations
Northeastern University 2010 — 2011
Bachelor of Science (B.S.), Psychology
CM-CIC Securities June 2014 - October 2014
The Virginia Home January 2014 - May 2014
Wells Fargo Advisors June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Event Planning, Teamwork, Outlook, Research, Data Analysis, Social Networking, Leadership, Access
Education
University of Richmond 2010 — 2014
Bachelor's degree, Business Administration, Management and Operations
Northeastern University 2010 — 2011
Bachelor of Science (B.S.), Psychology
Erin Mackenzie Erin Mackenzie's Wells Fargo Advisors Experience August 2010 - March 2011
Job Helping companies maximize value of their technology implementations through user adoption & commitment
Industry Information Technology and Services
Experience
Statera, Inc. June 2014 - Present
e-inc. July 2004 - June 2014
WorkWise January 2013 - March 2014
Infosys Consulting, Inc. September 2011 - December 2012
Wells Fargo Advisors August 2010 - March 2011
Chevron May 2008 - July 2010
Global Knowledge November 2006 - November 2007
Yankelovich February 2003 - June 2004
Accenture January 1999 - January 2002
Skills
Program Management, Project Management, Change Management, Training, Customer Experience, Management Consulting, Business Strategy, Salesforce.com, Proposal Writing, Performance Improvement, SharePoint, Thomson One, Resource Management, Process Improvement, Cross-functional Team..., Continuous Improvement, Organizational..., Customer Relations, E-learning, Instructional Design, Vendor Management, Performance Management, Team Management, Public Speaking, Budgets, Team Building, E-Learning, Customer Service, Strategic Planning, Management, Training Delivery, Leadership, Selling, Employee Training, Consulting, CRM, Business Process, Recruiting, Project Planning, Enterprise Software, Strategy, Sales
Education
North Carolina State University - College of Management 1994 — 1998
Bachelor of Science, Business Management, Marketing
Statera, Inc. June 2014 - Present
e-inc. July 2004 - June 2014
WorkWise January 2013 - March 2014
Infosys Consulting, Inc. September 2011 - December 2012
Wells Fargo Advisors August 2010 - March 2011
Chevron May 2008 - July 2010
Global Knowledge November 2006 - November 2007
Yankelovich February 2003 - June 2004
Accenture January 1999 - January 2002
Skills
Program Management, Project Management, Change Management, Training, Customer Experience, Management Consulting, Business Strategy, Salesforce.com, Proposal Writing, Performance Improvement, SharePoint, Thomson One, Resource Management, Process Improvement, Cross-functional Team..., Continuous Improvement, Organizational..., Customer Relations, E-learning, Instructional Design, Vendor Management, Performance Management, Team Management, Public Speaking, Budgets, Team Building, E-Learning, Customer Service, Strategic Planning, Management, Training Delivery, Leadership, Selling, Employee Training, Consulting, CRM, Business Process, Recruiting, Project Planning, Enterprise Software, Strategy, Sales
Education
North Carolina State University - College of Management 1994 — 1998
Bachelor of Science, Business Management, Marketing
Justin Hardee Justin Hardee'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
AXA Advisors 2010 - March 2014
Skills
Wealth Management, Investment Advisory, Strategic Planning, Financial Analysis, Series 7, Series 63, Series 65, IRAs, Life Insurance, Asset Allocation, Retirement Planning, 529 Plans, Mutual Funds, ETFs, Risk Management, Mortgage Lending, Roth IRA, Wealth Accumulation
Education
North Carolina State University 2004 — 2008
Bachelor's Degree, Business Administration with concentration in Marketing, Cum Laude
J.H. Rose High School 2000 — 2004
Wells Fargo Advisors April 2014 - Present
AXA Advisors 2010 - March 2014
Skills
Wealth Management, Investment Advisory, Strategic Planning, Financial Analysis, Series 7, Series 63, Series 65, IRAs, Life Insurance, Asset Allocation, Retirement Planning, 529 Plans, Mutual Funds, ETFs, Risk Management, Mortgage Lending, Roth IRA, Wealth Accumulation
Education
North Carolina State University 2004 — 2008
Bachelor's Degree, Business Administration with concentration in Marketing, Cum Laude
J.H. Rose High School 2000 — 2004
Kate Dullaghan's Wells Fargo Advisors Experience February 2014 - Present
Job Recruiting Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo June 2013 - Present
Iverify January 2011 - June 2013
Iverify January 2009 - January 2011
AccruePartners November 2006 - January 2009
Lincoln Financial Media 2005 - 2006
WKNC 88.1, The Revolution 2003 - 2005
Skills
Employee Relations, Talent Acquisition, Sourcing, Interviews, Screening, HRIS, Payroll, Technical Recruiting, Time Management, Temporary Placement, Onboarding, Human Resources, Background Checks, Internet Recruiting, Recruiting, Staffing Services, Customer Service, Resume Writing, Training, Screening Resumes, Contract Recruitment, HR Policies, Benefits Negotiation, Account Management, Employee Engagement, Applicant Tracking..., Executive Search, Management, New Hire Orientations, Temporary Staffing, Performance Management, Talent Management, College Recruiting, Customer Satisfaction, Vendor Management, Hiring, Personnel Management, Coaching, Permanent Placement, Employee Training, Benefits Administration, Policy, Program Management, Job Descriptions, Networking, Cold Calling, Operations Management, Workforce Planning, Leadership
Education
North Carolina State University 2001 — 2005
BA, Public and Interpersonal Communications
Wells Fargo Advisors February 2014 - Present
Wells Fargo June 2013 - Present
Iverify January 2011 - June 2013
Iverify January 2009 - January 2011
AccruePartners November 2006 - January 2009
Lincoln Financial Media 2005 - 2006
WKNC 88.1, The Revolution 2003 - 2005
Skills
Employee Relations, Talent Acquisition, Sourcing, Interviews, Screening, HRIS, Payroll, Technical Recruiting, Time Management, Temporary Placement, Onboarding, Human Resources, Background Checks, Internet Recruiting, Recruiting, Staffing Services, Customer Service, Resume Writing, Training, Screening Resumes, Contract Recruitment, HR Policies, Benefits Negotiation, Account Management, Employee Engagement, Applicant Tracking..., Executive Search, Management, New Hire Orientations, Temporary Staffing, Performance Management, Talent Management, College Recruiting, Customer Satisfaction, Vendor Management, Hiring, Personnel Management, Coaching, Permanent Placement, Employee Training, Benefits Administration, Policy, Program Management, Job Descriptions, Networking, Cold Calling, Operations Management, Workforce Planning, Leadership
Education
North Carolina State University 2001 — 2005
BA, Public and Interpersonal Communications
Anna Mulisch Anna Mulisch's Wells Fargo Advisors Experience 1998 - 1999
Job CEO at Mulisch Consulting
Industry Accounting
Experience
Mulisch Consulting 2010 - Present
Kroger 2005 - 2010
Wells Fargo Advisors 1998 - 1999
Skills
Interpersonal Skill, Flexibility, Problem Solving, Business Analysis
Education
University of Virginia 2001 — 2005
Master's degree, Finance, General
Northern Virginia Community College 1999 — 2001
Bachelor's degree, Finance, General
Mulisch Consulting 2010 - Present
Kroger 2005 - 2010
Wells Fargo Advisors 1998 - 1999
Skills
Interpersonal Skill, Flexibility, Problem Solving, Business Analysis
Education
University of Virginia 2001 — 2005
Master's degree, Finance, General
Northern Virginia Community College 1999 — 2001
Bachelor's degree, Finance, General
Steven H. Politowski Steven H. Politowski's Wells Fargo Advisors Experience 2010 - 2014
Job Vice President, Central Supervision Manager
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management 2014 - Present
Wells Fargo Advisors 2010 - 2014
Wells Fargo Advisors 2007 - 2010
Wells Fargo Advisors 2004 - 2007
Skills
Project Management, Risk Management, Series 7, Series 63, Uniform Combined State..., FINRA, Wealth Management, Banking, Process Improvement, Series 9, Series 10, Series 66, Relationship Management, Change Management, Development Of Employees, Financial Services, Branch Operation, Branch Management, Trading, Investment Brokerage, Solution Implementation, Management, Superior Client Service, Securities, Training
Education
State University of New York at Buffalo
Bachelor of Arts
Niagara County Community College
Associate of Science (AS)
U.S. Trust, Bank of America Private Wealth Management 2014 - Present
Wells Fargo Advisors 2010 - 2014
Wells Fargo Advisors 2007 - 2010
Wells Fargo Advisors 2004 - 2007
Skills
Project Management, Risk Management, Series 7, Series 63, Uniform Combined State..., FINRA, Wealth Management, Banking, Process Improvement, Series 9, Series 10, Series 66, Relationship Management, Change Management, Development Of Employees, Financial Services, Branch Operation, Branch Management, Trading, Investment Brokerage, Solution Implementation, Management, Superior Client Service, Securities, Training
Education
State University of New York at Buffalo
Bachelor of Arts
Niagara County Community College
Associate of Science (AS)
Janet Kemp Janet Kemp's Wells Fargo Advisors Experience February 2013 - Present
Job Vice President / Investments, Financial Consultant, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Morgan Stanely 1984 - February 2013
Education
Northern Michigan University 1978 — 1981
Bachelor of Science (B.S.), Business
Wells Fargo Advisors February 2013 - Present
Morgan Stanely 1984 - February 2013
Education
Northern Michigan University 1978 — 1981
Bachelor of Science (B.S.), Business
Michael Bujas's Wells Fargo Advisors Experience January 2014 - Present
Job Not Published
Industry Banking
Experience
Wells Fargo Advisors January 2014 - Present
Bank of America November 2004 - August 2013
Skills
Account and..., Sales and New Business..., Team Building and..., Consumer Banking, Sales, Negotiation, Teamwork, Credit, Finance, Loans, Business Development, Mortgage Lending, Team Management, Operational Risk, Relationship Management, Team Building, Change Management, Strategy, Portfolio Management, Banking, Risk Management
Education
New York Institute of Technology-Old Westbury
Bachelor of Applied Science (B.A.Sc.), International Business
Wells Fargo Advisors January 2014 - Present
Bank of America November 2004 - August 2013
Skills
Account and..., Sales and New Business..., Team Building and..., Consumer Banking, Sales, Negotiation, Teamwork, Credit, Finance, Loans, Business Development, Mortgage Lending, Team Management, Operational Risk, Relationship Management, Team Building, Change Management, Strategy, Portfolio Management, Banking, Risk Management
Education
New York Institute of Technology-Old Westbury
Bachelor of Applied Science (B.A.Sc.), International Business
Les Howard Les Howard's Wells Fargo Advisors Experience August 2010 - August 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - Present
Wells Fargo Advisors August 2010 - August 2012
Wachovia Securities, LLC January 2008 - August 2010
AG Edwards and Sons, Inc October 2005 - January 2008
Raymond James Financial Inc. October 1999 - October 2005
Education
Northern State University 1987 — 1989
Bachelor's degree, Economics/Business Finance
South Dakota State University 1973 — 1975
Associate's degree, Agriculture, General
Ameriprise Financial Services, Inc. September 2012 - Present
Wells Fargo Advisors August 2010 - August 2012
Wachovia Securities, LLC January 2008 - August 2010
AG Edwards and Sons, Inc October 2005 - January 2008
Raymond James Financial Inc. October 1999 - October 2005
Education
Northern State University 1987 — 1989
Bachelor's degree, Economics/Business Finance
South Dakota State University 1973 — 1975
Associate's degree, Agriculture, General
Bryant Morrison Bryant Morrison's Wells Fargo Advisors Experience March 2002 - October 2009
Job Experienced Senior Analyst •Hyperion Essbase and Smart View•Creative developer•Humanitarian•Contact me to find out more!
Industry Financial Services
Experience
TIAA-CREF November 2009 - February 2013
Wells Fargo Advisors March 2002 - October 2009
Bank of America January 1999 - March 2002
First Union National Bank 1997 - 1999
Skills
Essbase, Smartview, Microsoft Excel, Access, Visual Basic, Forecasting, Netflow, Financials, Budgets, Banking, Strategic Planning, Microsoft Office, Research, Negotiation, Customer Service, English, PowerPoint, Windows, Photoshop, Microsoft Word, Outlook, Finance, Financial Modeling, Business Analysis
Education
Strayer University (DC) 2010 — 2012
Master's degree, Finance, 3.92/4.0
North Carolina State University 1988 — 1993
Bachelor's degree, Accounting
Parkwood High School
TIAA-CREF November 2009 - February 2013
Wells Fargo Advisors March 2002 - October 2009
Bank of America January 1999 - March 2002
First Union National Bank 1997 - 1999
Skills
Essbase, Smartview, Microsoft Excel, Access, Visual Basic, Forecasting, Netflow, Financials, Budgets, Banking, Strategic Planning, Microsoft Office, Research, Negotiation, Customer Service, English, PowerPoint, Windows, Photoshop, Microsoft Word, Outlook, Finance, Financial Modeling, Business Analysis
Education
Strayer University (DC) 2010 — 2012
Master's degree, Finance, 3.92/4.0
North Carolina State University 1988 — 1993
Bachelor's degree, Accounting
Parkwood High School
Michael Razman's Wells Fargo Advisors Experience June 2011 - June 2012
Job Commercial Real Estate Finance
Industry Financial Services
Experience
People's United Bank November 2014 - Present
Johnson Capital April 2013 - November 2014
Capital Traders Group July 2012 - January 2013
Wells Fargo Advisors June 2011 - June 2012
Williams Saxton Realty May 2011 - October 2011
Skills
Microsoft Excel, Finance, Real Estate, Financial Analysis, Data Analysis, Market Research, Negotiation, Structured Finance, Private Placements, Recapitalizations, Business Development, Strategic Planning, Business Strategy, Capital Markets, Loans, Credit, Equities, Management, Portfolio Management
Education
New York University
Master’s Degree, Real Estate - Concentration in Finance and Investment
New York University
Bachelor of Arts (B.A.), Economics, Business Studies
The Rye Country Day School
High School
People's United Bank November 2014 - Present
Johnson Capital April 2013 - November 2014
Capital Traders Group July 2012 - January 2013
Wells Fargo Advisors June 2011 - June 2012
Williams Saxton Realty May 2011 - October 2011
Skills
Microsoft Excel, Finance, Real Estate, Financial Analysis, Data Analysis, Market Research, Negotiation, Structured Finance, Private Placements, Recapitalizations, Business Development, Strategic Planning, Business Strategy, Capital Markets, Loans, Credit, Equities, Management, Portfolio Management
Education
New York University
Master’s Degree, Real Estate - Concentration in Finance and Investment
New York University
Bachelor of Arts (B.A.), Economics, Business Studies
The Rye Country Day School
High School
Anil Sadhwani Anil Sadhwani's Wells Fargo Advisors Experience August 2008 - May 2009
Job Sr SME at Grupo Iusacell
Industry Information Technology and Services
Experience
AT&T May 2015 - Present
Amdocs June 2010 - Present
Alltel Wireless - AT&T September 2013 - May 2015
US Cellular-Answer Wireless June 2013 - September 2013
Sprint Nextel April 2012 - June 2013
Globe Telecom August 2011 - April 2012
CenturyLink June 2009 - August 2011
Wells Fargo Advisors August 2008 - May 2009
Rawlings Sporting Goods June 2008 - July 2008
Monsanto February 2007 - June 2008
Skills
Informatica, SQL, Unix, Oracle HR, Oracle SQL, Business Objects, SDLC, SQL*Plus, SQL Tuning, SQL database design, Oracle, Performance Tuning, PL/SQL, ETL, Data Warehousing, Business Analysis, Databases, Analysis, Unix Shell Scripting, Database Design, Microsoft SQL Server, Oracle SQL Developer
Education
New York Institute of Technology-Old Westbury 2005 — 2006
Masters, Computer Science, 3.5 CGPA
Thadomal Shahani Engineering College 2002 — 2005
Bachelors, Computer Science, First Class
Thakur Polytechnic 1999 — 2002
Diploma, Computer Engineering, Higher First Class
AT&T May 2015 - Present
Amdocs June 2010 - Present
Alltel Wireless - AT&T September 2013 - May 2015
US Cellular-Answer Wireless June 2013 - September 2013
Sprint Nextel April 2012 - June 2013
Globe Telecom August 2011 - April 2012
CenturyLink June 2009 - August 2011
Wells Fargo Advisors August 2008 - May 2009
Rawlings Sporting Goods June 2008 - July 2008
Monsanto February 2007 - June 2008
Skills
Informatica, SQL, Unix, Oracle HR, Oracle SQL, Business Objects, SDLC, SQL*Plus, SQL Tuning, SQL database design, Oracle, Performance Tuning, PL/SQL, ETL, Data Warehousing, Business Analysis, Databases, Analysis, Unix Shell Scripting, Database Design, Microsoft SQL Server, Oracle SQL Developer
Education
New York Institute of Technology-Old Westbury 2005 — 2006
Masters, Computer Science, 3.5 CGPA
Thadomal Shahani Engineering College 2002 — 2005
Bachelors, Computer Science, First Class
Thakur Polytechnic 1999 — 2002
Diploma, Computer Engineering, Higher First Class
John Marrone John Marrone's Wells Fargo Advisors Experience February 2010 - March 2011
Job Vice President/CFO BJB Holdings
Industry Accounting
Experience
ANFS March 2011 - Present
Wells Fargo Advisors February 2010 - March 2011
The Hartford March 2008 - August 2009
MFS Investment Management June 1999 - February 2008
Skills
Accounting, Financial Statement..., Operations Management, Product Development, Sales Management, Project Management, Management Accounting, Human Resource..., Human resource..., Strategic Planning, Financial Reporting, Financial Modeling, Business Development, Analysis, Portfolio Management, Sales, Personnel Management, Budgets, Financial Services, Management, Leadership, Investments, Finance, Mutual Funds
Education
Northeastern University 1997 — 2002
BS, Finance & insurance
St. John's Shrewsbury MA
ANFS March 2011 - Present
Wells Fargo Advisors February 2010 - March 2011
The Hartford March 2008 - August 2009
MFS Investment Management June 1999 - February 2008
Skills
Accounting, Financial Statement..., Operations Management, Product Development, Sales Management, Project Management, Management Accounting, Human Resource..., Human resource..., Strategic Planning, Financial Reporting, Financial Modeling, Business Development, Analysis, Portfolio Management, Sales, Personnel Management, Budgets, Financial Services, Management, Leadership, Investments, Finance, Mutual Funds
Education
Northeastern University 1997 — 2002
BS, Finance & insurance
St. John's Shrewsbury MA
Mitchel D. Blue, MBA Mitchel D. Blue, MBA's Wells Fargo Advisors Experience January 2015 - Present
Job Implementation Consultant at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo November 2013 - December 2014
EMC April 2010 - November 2013
EMC May 2009 - May 2010
EMC October 2008 - May 2009
Bank of America September 2007 - October 2008
Bank of America April 2007 - November 2007
Bank of America February 2006 - April 2007
Wachovia, A Wells Fargo Company September 2002 - February 2006
Telecommunication/Multimedia Communication August 2001 - September 2002
Skills
Project Management, Project Planning, Strategic Communications, Customer Engagement, Change Management, Technology Integration, Conflict Management, Cross-functional Team..., Contract Negotiation, Business Strategy, Business Opportunity..., Business Process..., Disaster Recovery, Process Improvement, Leadership, Business Process, Business Analysis, Strategy, Data Center, Business Process..., Program Management, Management, Enterprise Software
Education
North Carolina Agricultural and Technical State University 1995 — 1999
BS, Electronic Engineering Technology
University of Phoenix 2005 — 2007
MBAMaster of Business Administration (MBA); Bachelor of Science, Business Administration and Management, General
Wells Fargo Advisors January 2015 - Present
Wells Fargo November 2013 - December 2014
EMC April 2010 - November 2013
EMC May 2009 - May 2010
EMC October 2008 - May 2009
Bank of America September 2007 - October 2008
Bank of America April 2007 - November 2007
Bank of America February 2006 - April 2007
Wachovia, A Wells Fargo Company September 2002 - February 2006
Telecommunication/Multimedia Communication August 2001 - September 2002
Skills
Project Management, Project Planning, Strategic Communications, Customer Engagement, Change Management, Technology Integration, Conflict Management, Cross-functional Team..., Contract Negotiation, Business Strategy, Business Opportunity..., Business Process..., Disaster Recovery, Process Improvement, Leadership, Business Process, Business Analysis, Strategy, Data Center, Business Process..., Program Management, Management, Enterprise Software
Education
North Carolina Agricultural and Technical State University 1995 — 1999
BS, Electronic Engineering Technology
University of Phoenix 2005 — 2007
MBAMaster of Business Administration (MBA); Bachelor of Science, Business Administration and Management, General
Veronica Joyner Veronica Joyner's Wells Fargo Advisors Experience June 2009 - Present
Job WM Licensed Insurance Associate
Industry Financial Services
Experience
Wells Fargo Advisors June 2009 - Present
Wachovia, A Wells Fargo Company January 2007 - May 2009
Wachovia, A Wells Fargo Company August 2004 - December 2006
Education
North Carolina Agricultural and Technical State University 2000 — 2004
BS, Business Management
Wells Fargo Advisors June 2009 - Present
Wachovia, A Wells Fargo Company January 2007 - May 2009
Wachovia, A Wells Fargo Company August 2004 - December 2006
Education
North Carolina Agricultural and Technical State University 2000 — 2004
BS, Business Management
Brandon Younger Brandon Younger's Wells Fargo Advisors Experience June 2014 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Investment Management
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo December 2012 - June 2014
GuthyRenker Fulfillment Services May 2011 - December 2011
AT&T Mobility June 2010 - August 2010
T-Mobile May 2007 - January 2009
Skills
Investment Planning, Investment Strategies, Investment Advisory, Financial Advisory, 401k Rollovers, Mutual Funds, Retirement Planning, College Savings Plans, Customer Service, Sales, Management, Customer Satisfaction, Sales Process, Selling, Training, Sales Operations, Strategic Planning, Recruiting, Team Leadership, Cold Calling, Social Media, Marketing Strategy, Account Management, Insurance, Microsoft Office, Finance, Public Speaking, PowerPoint, Marketing, Leadership, Investments, Portfolio Management, Loans
Education
North Carolina A&T State University 2006 — 2010
Business Administration and Management, General
Wells Fargo Advisors June 2014 - Present
Wells Fargo December 2012 - June 2014
GuthyRenker Fulfillment Services May 2011 - December 2011
AT&T Mobility June 2010 - August 2010
T-Mobile May 2007 - January 2009
Skills
Investment Planning, Investment Strategies, Investment Advisory, Financial Advisory, 401k Rollovers, Mutual Funds, Retirement Planning, College Savings Plans, Customer Service, Sales, Management, Customer Satisfaction, Sales Process, Selling, Training, Sales Operations, Strategic Planning, Recruiting, Team Leadership, Cold Calling, Social Media, Marketing Strategy, Account Management, Insurance, Microsoft Office, Finance, Public Speaking, PowerPoint, Marketing, Leadership, Investments, Portfolio Management, Loans
Education
North Carolina A&T State University 2006 — 2010
Business Administration and Management, General
Reeves Thompson's Wells Fargo Advisors Experience May 2012 - August 2012
Job Operations Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2014 - August 2014
LM Restaurants July 2013 - September 2013
Wells Fargo Advisors May 2012 - August 2012
Panera Bread July 2009 - August 2011
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Economics
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Business Administration
Credit Suisse May 2014 - August 2014
LM Restaurants July 2013 - September 2013
Wells Fargo Advisors May 2012 - August 2012
Panera Bread July 2009 - August 2011
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Economics
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Business Administration
Lena Harris Lena Harris's Wells Fargo Advisors Experience January 2011 - 2014
Job Regional Director at "Ask Beauty Guru", Visionary Entrepreneur, Deal Maker,
Industry Financial Services
Experience
ASK Beauty Guru 2014 - Present
Wells Fargo Advisors January 2011 - 2014
luxNewYork 2008 - 2011
Skills
Entrepreneurship, Marketing, Management, Start-ups, Strategic Planning, New Business Development, Customer Service, Strategy, Business Strategy, Modeling, Social Networking, Investments, Business Analysis, Sales, Social Media, Financial Analysis, Leadership, Marketing Strategy, Social Media Marketing, Financial Modeling, E-commerce, Strategic Financial..., Microsoft Office, Public Relations
Education
New York University 2008 — 2011
Bachelor's degree
ASK Beauty Guru 2014 - Present
Wells Fargo Advisors January 2011 - 2014
luxNewYork 2008 - 2011
Skills
Entrepreneurship, Marketing, Management, Start-ups, Strategic Planning, New Business Development, Customer Service, Strategy, Business Strategy, Modeling, Social Networking, Investments, Business Analysis, Sales, Social Media, Financial Analysis, Leadership, Marketing Strategy, Social Media Marketing, Financial Modeling, E-commerce, Strategic Financial..., Microsoft Office, Public Relations
Education
New York University 2008 — 2011
Bachelor's degree
Charlene Crocker Charlene Crocker's Wells Fargo Advisors Experience August 2008 - August 2011
Job RLF Specialist at BB&T
Industry Banking
Experience
Paparazzi Jewelry and Accessories August 2014 - Present
BB&T September 2013 - Present
Wells Fargo August 2011 - September 2013
Wells Fargo Advisors August 2008 - August 2011
Skills
Loan Processing, Commercial Real Estate..., Customer Service, Girl Scout Leader, Securities Broker, Non-profit Finance..., Relocation Coordinator, Banking, Loans, Team Building, Sales, Loan Servicing, Credit, Process Improvement
Education
Northern Essex Community College
Paparazzi Jewelry and Accessories August 2014 - Present
BB&T September 2013 - Present
Wells Fargo August 2011 - September 2013
Wells Fargo Advisors August 2008 - August 2011
Skills
Loan Processing, Commercial Real Estate..., Customer Service, Girl Scout Leader, Securities Broker, Non-profit Finance..., Relocation Coordinator, Banking, Loans, Team Building, Sales, Loan Servicing, Credit, Process Improvement
Education
Northern Essex Community College
Ridhima (Ridhima Katyal) Bhatia Ridhima (Ridhima Katyal) Bhatia's Wells Fargo Advisors Experience January 2012 - June 2012
Job Business Consultant at DC gov. Department of Health
Industry Information Technology and Services
Experience
DC Department of Health May 2013 - Present
OLSON July 2012 - December 2012
Wells Fargo Advisors January 2012 - June 2012
Skills
Business Analysis, Business Strategy, Business Process, SAS, Visio, MS Project, Business Process..., Change Management, Case Managment, Test Cases, User Experience, User Stories, User Scenarios, Requirements Gathering, Business Requirements, Systems Analysis, Requirements Analysis, SDLC, User Acceptance Testing, Analysis, Functional..., Gap Analysis, Data Analysis
Education
North Dakota State University 2012 — 2014
Master's Degree, Econometrics and Quantitative Economics
North Dakota State University 2006 — 2009
Bachelor of Science (BS), Biotechnology and Biochemistry
Summer Fields School 2000 — 2006
Summer Fields School
DC Department of Health May 2013 - Present
OLSON July 2012 - December 2012
Wells Fargo Advisors January 2012 - June 2012
Skills
Business Analysis, Business Strategy, Business Process, SAS, Visio, MS Project, Business Process..., Change Management, Case Managment, Test Cases, User Experience, User Stories, User Scenarios, Requirements Gathering, Business Requirements, Systems Analysis, Requirements Analysis, SDLC, User Acceptance Testing, Analysis, Functional..., Gap Analysis, Data Analysis
Education
North Dakota State University 2012 — 2014
Master's Degree, Econometrics and Quantitative Economics
North Dakota State University 2006 — 2009
Bachelor of Science (BS), Biotechnology and Biochemistry
Summer Fields School 2000 — 2006
Summer Fields School
Brad Dirheimer's Wells Fargo Advisors Experience August 2013 - July 2014
Job Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments August 2015 - Present
Fifth Third Securities July 2014 - June 2015
Wells Fargo Advisors August 2013 - July 2014
Fifth Third Securities July 2011 - August 2013
Citi November 2005 - July 2011
Skills
Series 7, Mutual Funds, Banking, Wealth Management, Options, Financial Analysis, Investments, Management, Strategic Financial..., Accounting, Asset Allocation, Retirement Planning, Financial Advisory, Retirement, Project Management
Education
Northern Kentucky University 2001 — 2006
Bachelor's degree, Business Administration and Management, General
Northern Kentucky University
Fidelity Investments August 2015 - Present
Fifth Third Securities July 2014 - June 2015
Wells Fargo Advisors August 2013 - July 2014
Fifth Third Securities July 2011 - August 2013
Citi November 2005 - July 2011
Skills
Series 7, Mutual Funds, Banking, Wealth Management, Options, Financial Analysis, Investments, Management, Strategic Financial..., Accounting, Asset Allocation, Retirement Planning, Financial Advisory, Retirement, Project Management
Education
Northern Kentucky University 2001 — 2006
Bachelor's degree, Business Administration and Management, General
Northern Kentucky University
Clayton Toppin MBA's Wells Fargo Advisors Experience 2008 - 2009
Job Staffing Manager at SNI Financial
Industry Information Technology and Services
Experience
SNI Financial April 2015 - Present
SCT Law Firm February 2012 - Present
DC Government March 2012 - 2013
Oracle October 2010 - February 2012
WELLS FARGO ADVISORS 2008 - 2009
BANC OF AMERICA INVESTMENT SERVICES 2003 - 2008
Skills
Analysis, CRM, Leadership, Marketing, Project Management, Program Management, Investments, Sales Management, Integration, Business Development, Forecasting, Finance, Business Process, Financial Modeling, Strategy, Selling, Management, Training, Solution Selling, Account Management, Business Planning, Sales, Professional Services, Project Planning, Entrepreneurship, Salesforce.com, Financial Analysis, Sales Operations, Budgets, Enterprise Software, Strategic Planning, Banking, Security
Education
Colorado Technical University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Norfolk State University 1993 — 1998
BS Management, Management/ Finance
SNI Financial April 2015 - Present
SCT Law Firm February 2012 - Present
DC Government March 2012 - 2013
Oracle October 2010 - February 2012
WELLS FARGO ADVISORS 2008 - 2009
BANC OF AMERICA INVESTMENT SERVICES 2003 - 2008
Skills
Analysis, CRM, Leadership, Marketing, Project Management, Program Management, Investments, Sales Management, Integration, Business Development, Forecasting, Finance, Business Process, Financial Modeling, Strategy, Selling, Management, Training, Solution Selling, Account Management, Business Planning, Sales, Professional Services, Project Planning, Entrepreneurship, Salesforce.com, Financial Analysis, Sales Operations, Budgets, Enterprise Software, Strategic Planning, Banking, Security
Education
Colorado Technical University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Norfolk State University 1993 — 1998
BS Management, Management/ Finance
David Oster David Oster's Wells Fargo Advisors Experience April 2014 - May 2014
Job Personal Banker 2 at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Wells Fargo Advisors April 2014 - May 2014
Aerotek November 2012 - April 2013
Nesco Resource October 2012 - November 2012
Morgan Stanley July 2011 - November 2011
E*TRADE Financial January 2008 - June 2011
Discover Product ServicesDiscover Financial Services, Inc December 2005 - January 2008
Everwood Utah, Incorporated May 2005 - October 2005
Convergys December 2003 - May 2005
Skills
Mutual Funds, Banking, Stocks, Employee Stock Options, Restricted Stock, Variable Annuities, ESPP, Credit Cards, ETFs, Options, Index Options
Education
Salt Lake Community College 2006 — 2007
Accounting and Finance
Salt Lake Community College 2005 — 2006
Nursing
Northern Arizona University 2001 — 2002
Mechanical Engineering
Park City High 1997 — 2001
Diploma
Wells Fargo May 2014 - Present
Wells Fargo Advisors April 2014 - May 2014
Aerotek November 2012 - April 2013
Nesco Resource October 2012 - November 2012
Morgan Stanley July 2011 - November 2011
E*TRADE Financial January 2008 - June 2011
Discover Product ServicesDiscover Financial Services, Inc December 2005 - January 2008
Everwood Utah, Incorporated May 2005 - October 2005
Convergys December 2003 - May 2005
Skills
Mutual Funds, Banking, Stocks, Employee Stock Options, Restricted Stock, Variable Annuities, ESPP, Credit Cards, ETFs, Options, Index Options
Education
Salt Lake Community College 2006 — 2007
Accounting and Finance
Salt Lake Community College 2005 — 2006
Nursing
Northern Arizona University 2001 — 2002
Mechanical Engineering
Park City High 1997 — 2001
Diploma
Matt Longland's Wells Fargo Advisors Experience August 2008 - September 2010
Job Owner/Financial Advisor at Epoch Wealth Strategies
Industry Financial Services
Experience
Epoch Wealth Strategies April 2012 - Present
Panorama Apartments 2011 - Present
Merrill Lynch September 2010 - April 2012
Wells Fargo Advisors August 2008 - September 2010
Education
Northern Kentucky University 1997 — 2003
Bachelor's degree, Organizational Leadership
Epoch Wealth Strategies April 2012 - Present
Panorama Apartments 2011 - Present
Merrill Lynch September 2010 - April 2012
Wells Fargo Advisors August 2008 - September 2010
Education
Northern Kentucky University 1997 — 2003
Bachelor's degree, Organizational Leadership
Curtis Twombly's Wells Fargo Advisors Experience June 2012 - Present
Job Compliance Education Manager
Industry Professional Training & Coaching
Experience
Wells Fargo Advisors June 2012 - Present
Wells Fargo Securities December 2011 - May 2012
Wells Fargo Advisors, LLC July 2006 - December 2011
Wells Fargo May 2004 - July 2006
Charles Schwab 1996 - 2004
Basha for Governor 1994 - 1994
Skills
Training & Development, Curriculum Development, Curriculum Mapping, Curriculum Management, Curriculum Planning, Instructional Design, Performance Consulting, Change Management, Organizational..., Training Delivery, Sales Skills Training, New Business Development, Software Project..., Merger Communications, Business Integration, Business Process..., Business Process Design, Web Development, Marketing Communications, Corporate Communications, Business Relationship..., Team Management, Remote Team Management, Team Leadership, Leadership Development, Strategic Planning, Public Relations, Coaching, Mergers, Employee Training, Management, Training, Curriculum Design, Virtual Teams, Project Management, Organizational..., CRM, Blended Learning, Leadership, Regulatory Training, Strategic Communications, Learning Management, Banking, Needs Analysis, Risk Management, Analysis, Financial Services, Program Management, Instructor-led Training, Executive Coaching
Education
Apollo 1998 — 2000
Masters, Technology Management / Business Administration
University of Phoenix 1996 — 1999
Masters, Business Administration & Technology Management
Northern Arizona University 1989 — 1993
BS, Public Relations, Journalism, Marketing, Communications
Buckeye Union High School 1986 — 1989
Wells Fargo Advisors June 2012 - Present
Wells Fargo Securities December 2011 - May 2012
Wells Fargo Advisors, LLC July 2006 - December 2011
Wells Fargo May 2004 - July 2006
Charles Schwab 1996 - 2004
Basha for Governor 1994 - 1994
Skills
Training & Development, Curriculum Development, Curriculum Mapping, Curriculum Management, Curriculum Planning, Instructional Design, Performance Consulting, Change Management, Organizational..., Training Delivery, Sales Skills Training, New Business Development, Software Project..., Merger Communications, Business Integration, Business Process..., Business Process Design, Web Development, Marketing Communications, Corporate Communications, Business Relationship..., Team Management, Remote Team Management, Team Leadership, Leadership Development, Strategic Planning, Public Relations, Coaching, Mergers, Employee Training, Management, Training, Curriculum Design, Virtual Teams, Project Management, Organizational..., CRM, Blended Learning, Leadership, Regulatory Training, Strategic Communications, Learning Management, Banking, Needs Analysis, Risk Management, Analysis, Financial Services, Program Management, Instructor-led Training, Executive Coaching
Education
Apollo 1998 — 2000
Masters, Technology Management / Business Administration
University of Phoenix 1996 — 1999
Masters, Business Administration & Technology Management
Northern Arizona University 1989 — 1993
BS, Public Relations, Journalism, Marketing, Communications
Buckeye Union High School 1986 — 1989
Denise L. Jackson Denise L. Jackson's Wells Fargo Advisors Experience March 2011 - May 2011
Job Operations Analyst, Client Services Specialist
Industry Financial Services
Experience
Enhance My Skills, LLC January 2009 - March 2013
Wells Fargo Advisors March 2011 - May 2011
Time Warner Cable 2010 - 2011
Aon Hewitt September 2008 - February 2010
Connextions, Harris Teeter July 2005 - September 2008
Bank of America August 2004 - July 2005
Bank of America January 2004 - February 2005
Wachovia April 2002 - July 2004
Bank of New April 2000 - September 2001
Skills
Customer Service, Microsoft Office, Email Marketing, Social Media Marketing, Financial Markets, Foreign Exchange, Employee Benefits, Life Coaching, PeopleSoft, Bloomberg, Bank Reconciliation, International..., Accounts Payable, Accounts Receivable, FX Options, Banking, Nostro Reconciliation, FX Operations, Community Outreach, Human Resources, Coaching
Education
North Carolina A&T State University 1980 — 1985
BS, Computer-Science
Enhance My Skills, LLC January 2009 - March 2013
Wells Fargo Advisors March 2011 - May 2011
Time Warner Cable 2010 - 2011
Aon Hewitt September 2008 - February 2010
Connextions, Harris Teeter July 2005 - September 2008
Bank of America August 2004 - July 2005
Bank of America January 2004 - February 2005
Wachovia April 2002 - July 2004
Bank of New April 2000 - September 2001
Skills
Customer Service, Microsoft Office, Email Marketing, Social Media Marketing, Financial Markets, Foreign Exchange, Employee Benefits, Life Coaching, PeopleSoft, Bloomberg, Bank Reconciliation, International..., Accounts Payable, Accounts Receivable, FX Options, Banking, Nostro Reconciliation, FX Operations, Community Outreach, Human Resources, Coaching
Education
North Carolina A&T State University 1980 — 1985
BS, Computer-Science
Brenner Boyd Brenner Boyd's Wells Fargo Advisors Experience January 2014 - Present
Job Vice President, Area Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors, LLC August 2007 - December 2013
Wachovia November 2004 - August 2007
SouthTrust Bank April 2002 - October 2004
Edward Jones 2001 - 2002
RBC Royal Bank 1993 - 2001
Skills
Investments, Wealth Management, Banking, Financial Services, Finance, Credit, Loans, Series 7, Financial Advisory, Management, New Business Development, Sales, Sales Operations, Private Banking, Series 63
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Management
North Carolina State University 1989 — 1993
Bachelors, Finance and Economics
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors, LLC August 2007 - December 2013
Wachovia November 2004 - August 2007
SouthTrust Bank April 2002 - October 2004
Edward Jones 2001 - 2002
RBC Royal Bank 1993 - 2001
Skills
Investments, Wealth Management, Banking, Financial Services, Finance, Credit, Loans, Series 7, Financial Advisory, Management, New Business Development, Sales, Sales Operations, Private Banking, Series 63
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Management
North Carolina State University 1989 — 1993
Bachelors, Finance and Economics
Angela (Barbini) Mayer, PMP, CCA's Wells Fargo Advisors Experience July 2015 - Present
Job Manager, Project Delivery Support Team at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Ameren Services Company August 2012 - June 2015
KPMG Advisory September 2009 - July 2012
KPMG LLP January 2005 - September 2009
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Internal Audit, Financial Accounting, Risk Management, Sarbanes-Oxley Act, Project Management, Management Consulting, Budgets, Risk Assessment, Microsoft Excel, US GAAP, Contract Management, Project Planning, Financial Statements, Analysis, Due Diligence, Forecasting
Education
Northern Illinois University - College of Business 2003 — 2005
MAS, Accounting - Audit
Southern Illinois University, Carbondale 1996 — 1998
BA, Business - Marketing
Wells Fargo Advisors July 2015 - Present
Ameren Services Company August 2012 - June 2015
KPMG Advisory September 2009 - July 2012
KPMG LLP January 2005 - September 2009
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Internal Audit, Financial Accounting, Risk Management, Sarbanes-Oxley Act, Project Management, Management Consulting, Budgets, Risk Assessment, Microsoft Excel, US GAAP, Contract Management, Project Planning, Financial Statements, Analysis, Due Diligence, Forecasting
Education
Northern Illinois University - College of Business 2003 — 2005
MAS, Accounting - Audit
Southern Illinois University, Carbondale 1996 — 1998
BA, Business - Marketing
Wesley Patt's Wells Fargo Advisors Experience September 2014 - December 2014
Job Student at New York University
Industry Financial Services
Experience
UBS June 2015 - August 2015
Wells Fargo Advisors September 2014 - December 2014
Salient Partners February 2014 - July 2014
Salient Partners April 2013 - June 2013
Skills
Social Networking, Leadership, Microsoft Excel, Spanish, Microsoft Word, Microsoft Office, Organization, Marketing, Investments, Oral & Written..., Economics, PowerPoint, Media & Entertainment, Client Relations
Education
New York University 2014 — 2016
Bachelor of Arts (B.A.), Economics, Minor: Spanish
Vanderbilt University 2012 — 2013
Bachelor of Science (B.S.), Human & Organizational Development, Economics
The Kinkaid School 2005 — 2012
High School Diploma
UBS June 2015 - August 2015
Wells Fargo Advisors September 2014 - December 2014
Salient Partners February 2014 - July 2014
Salient Partners April 2013 - June 2013
Skills
Social Networking, Leadership, Microsoft Excel, Spanish, Microsoft Word, Microsoft Office, Organization, Marketing, Investments, Oral & Written..., Economics, PowerPoint, Media & Entertainment, Client Relations
Education
New York University 2014 — 2016
Bachelor of Arts (B.A.), Economics, Minor: Spanish
Vanderbilt University 2012 — 2013
Bachelor of Science (B.S.), Human & Organizational Development, Economics
The Kinkaid School 2005 — 2012
High School Diploma
Kia Noble's Wells Fargo Advisors Experience January 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Triad Financial Advisors April 2006 - January 2013
Skills
Customer Service, Financial Analysis, PowerPoint, Retirement Planning, Investments, Securities
Education
North Carolina Agricultural and Technical State University 1999 — 2003
Accounting
Jones Senior High School 1995 — 1999
Wells Fargo Advisors January 2013 - Present
Triad Financial Advisors April 2006 - January 2013
Skills
Customer Service, Financial Analysis, PowerPoint, Retirement Planning, Investments, Securities
Education
North Carolina Agricultural and Technical State University 1999 — 2003
Accounting
Jones Senior High School 1995 — 1999
Travis Davis Travis Davis's Wells Fargo Advisors Experience Chief Operating OfficerGood Boy CommitteeApril 2010 - Present
Job Chief Operating Officer at Good Boy Committee
Industry Financial Services
Experience
Wells Fargo Advisors Chief Operating OfficerGood Boy CommitteeApril 2010 - Present
Skills
Retail, Sales, Apparel
Education
West Virginia University 2006 — 2008
Business Management
Northern Virginia Community College 2004 — 2006
Wells Fargo Advisors Chief Operating OfficerGood Boy CommitteeApril 2010 - Present
Skills
Retail, Sales, Apparel
Education
West Virginia University 2006 — 2008
Business Management
Northern Virginia Community College 2004 — 2006
mychau Nguyen mychau Nguyen's Wells Fargo Advisors Experience February 2001 - August 2004
Job Student at Northern Arizona University
Industry Management Consulting
Experience
Banner Health July 1997 - July 2006
Maryvale Hospital January 2004 - January 2006
Wells Fargo Advisors February 2001 - August 2004
Skills
Data Analysis, Customer Service, Financial Analysis, Research, Public Speaking, Statistics, Leadership, Critical Thinking, Great communications..., Analytical Skills, Computer/Technical..., Flexibility/Adaptability..., Interpersonal Abilities, Leadership/Management..., Planning/Organizing, Problem-Solving/Reasonin..., Teamwork
Education
Northern Arizona University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Management
Northern Arizona University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Management
Banner Health July 1997 - July 2006
Maryvale Hospital January 2004 - January 2006
Wells Fargo Advisors February 2001 - August 2004
Skills
Data Analysis, Customer Service, Financial Analysis, Research, Public Speaking, Statistics, Leadership, Critical Thinking, Great communications..., Analytical Skills, Computer/Technical..., Flexibility/Adaptability..., Interpersonal Abilities, Leadership/Management..., Planning/Organizing, Problem-Solving/Reasonin..., Teamwork
Education
Northern Arizona University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Management
Northern Arizona University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Management
Carlos Hall's Wells Fargo Advisors Experience September 2013 - January 2014
Job Senior Manager at IBM
Industry Financial Services
Experience
IBM January 2014 - Present
Wells Fargo Advisors September 2013 - January 2014
RS Investments January 2013 - September 2013
Johnson & Johnson June 2012 - December 2012
Canon USA February 2012 - June 2012
AXA Equitable - Office of the CTO August 2011 - February 2012
Bank of America 2012 - 2012
Credit Suisse - Risk Chief Officer (CRO) – IT February 2011 - August 2011
HSBC at Global Banking & Markets May 2010 - February 2011
AXA Equitable - Office of the CTO September 2009 - May 2010
Skills
SOA, SDLC, Solution Architecture, Oracle, Enterprise Architecture, Websphere, SQL, Databases, UML, Java, Unix, Project Management, Business Process Design, Weblogic, PL/SQL, Program Management, Software Development, Windows, HTML, .NET, Java Enterprise Edition, BPMN, TOGAF, Visio, XML, Hibernate, Struts, Spring, Linux, DB2, Business Requirements, Rational Software..., IBM Mainframe, CICS, BPM, J2EE, Business Modeling, InfoSphere, Web Services, JSP, MS Project, Eclipse, COBOL, Microsoft SQL Server, MDM, SQL Server, EDA, CEP, WebSphere Process..., zOS
Education
Polytechnic University 2000 — 2012
Masters expected 12/2012, Computer Science
State University of NY at Old Westbury 1989 — 1990
Bachelors, Computer Science
IBM January 2014 - Present
Wells Fargo Advisors September 2013 - January 2014
RS Investments January 2013 - September 2013
Johnson & Johnson June 2012 - December 2012
Canon USA February 2012 - June 2012
AXA Equitable - Office of the CTO August 2011 - February 2012
Bank of America 2012 - 2012
Credit Suisse - Risk Chief Officer (CRO) – IT February 2011 - August 2011
HSBC at Global Banking & Markets May 2010 - February 2011
AXA Equitable - Office of the CTO September 2009 - May 2010
Skills
SOA, SDLC, Solution Architecture, Oracle, Enterprise Architecture, Websphere, SQL, Databases, UML, Java, Unix, Project Management, Business Process Design, Weblogic, PL/SQL, Program Management, Software Development, Windows, HTML, .NET, Java Enterprise Edition, BPMN, TOGAF, Visio, XML, Hibernate, Struts, Spring, Linux, DB2, Business Requirements, Rational Software..., IBM Mainframe, CICS, BPM, J2EE, Business Modeling, InfoSphere, Web Services, JSP, MS Project, Eclipse, COBOL, Microsoft SQL Server, MDM, SQL Server, EDA, CEP, WebSphere Process..., zOS
Education
Polytechnic University 2000 — 2012
Masters expected 12/2012, Computer Science
State University of NY at Old Westbury 1989 — 1990
Bachelors, Computer Science
Mara Harres Mara Harres's Wells Fargo Advisors Experience 2007 - 2009
Job Property management
Industry Commercial Real Estate
Experience
Jones Lang LaSalle October 2012 - Present
Wells Fargo Advisors 2007 - 2009
Gold Key Resorts June 1997 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Analytics, Property Management, Hospitality, Data Analysis, Office Management, Yield Management, Contract Negotiation, Leadership, Marketing, Sales, Negotiation, Customer Service
Education
Northeastern University 1987 — 1992
Bachelor of Science (BS), Business/Corporate Communications
Hamilton Wenham High School 1983 — 1987
Jones Lang LaSalle October 2012 - Present
Wells Fargo Advisors 2007 - 2009
Gold Key Resorts June 1997 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Analytics, Property Management, Hospitality, Data Analysis, Office Management, Yield Management, Contract Negotiation, Leadership, Marketing, Sales, Negotiation, Customer Service
Education
Northeastern University 1987 — 1992
Bachelor of Science (BS), Business/Corporate Communications
Hamilton Wenham High School 1983 — 1987
Ivey Moore's Wells Fargo Advisors Experience April 2015 - Present
Job Investment Professional at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Vanguard May 2012 - April 2015
Pink Soles, Inc. 2011 - January 2014
Vanguard November 2010 - May 2012
Charlotte STYLE Magazine 2010 - September 2011
Inmar 2009 - 2009
Skills
Fundraising, Social Media, Event Management, Nonprofits, Customer Service, Marketing, Social Media Marketing, Recruiting, Competitive Analysis, Event Planning, Public Speaking, Sales, Sales Management, Budgets, Workshop Facilitation, Project Management, Investment Strategies, Writing, Non-profit Leadership, Program Development, Millennial Engagement, Mentoring, Wealth Management, Diversity & Inclusion, Style Consulting, Corporate Social..., Process Improvement
Education
North Carolina Agricultural and Technical State University
Marketing
North Carolina Agricultural and Technical State University
Fashion Merchandising & Design
Wells Fargo Advisors April 2015 - Present
Vanguard May 2012 - April 2015
Pink Soles, Inc. 2011 - January 2014
Vanguard November 2010 - May 2012
Charlotte STYLE Magazine 2010 - September 2011
Inmar 2009 - 2009
Skills
Fundraising, Social Media, Event Management, Nonprofits, Customer Service, Marketing, Social Media Marketing, Recruiting, Competitive Analysis, Event Planning, Public Speaking, Sales, Sales Management, Budgets, Workshop Facilitation, Project Management, Investment Strategies, Writing, Non-profit Leadership, Program Development, Millennial Engagement, Mentoring, Wealth Management, Diversity & Inclusion, Style Consulting, Corporate Social..., Process Improvement
Education
North Carolina Agricultural and Technical State University
Marketing
North Carolina Agricultural and Technical State University
Fashion Merchandising & Design
Elliott Peng's Wells Fargo Advisors Experience January 2012 - June 2013
Job Operations Specialist at RoundPoint Financial Group
Industry Financial Services
Experience
RoundPoint Financial Group July 2013 - Present
Wells Fargo Advisors January 2012 - June 2013
Education
North Carolina State University 2007 — 2011
Bachelor of Science (BS), Finance, General
RoundPoint Financial Group July 2013 - Present
Wells Fargo Advisors January 2012 - June 2013
Education
North Carolina State University 2007 — 2011
Bachelor of Science (BS), Finance, General
Brian S. Whatley's Wells Fargo Advisors Experience December 2007 - May 2014
Job Investment Counsellor
Industry Financial Services
Experience
Fisher Investments August 2015 - Present
Personal Capital June 2014 - April 2015
Wells Fargo Advisors December 2007 - May 2014
Wells Fargo October 2005 - May 2014
U.S. Bank December 2010 - February 2013
Education
New Orleans Baptist Theological Seminary 2002 — 2005
Bachelor's degree, Christian Studies
Fisher Investments August 2015 - Present
Personal Capital June 2014 - April 2015
Wells Fargo Advisors December 2007 - May 2014
Wells Fargo October 2005 - May 2014
U.S. Bank December 2010 - February 2013
Education
New Orleans Baptist Theological Seminary 2002 — 2005
Bachelor's degree, Christian Studies
Devon Shantz's Wells Fargo Advisors Experience May 2009 - Present
Job Client Associate Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Wells Fargo Advisors May 2009 - June 2010
Carriff Corporation, Inc. January 1999 - January 2006
Skills
Leadership, Sales, Outlook, Marketing, Customer Service, Management, Microsoft Word, PowerPoint, Finance, Microsoft Excel, Financial Services, Event Planning, Time Management
Education
University of North Carolina at Charlotte 2004 — 2008
BA, Sociology
North Carolina State University 1999 — 2001
Textile and Apparel Management
Wake Technical Community College
Emergency Medical Technician, Emergency Medical Science - EMT
Wells Fargo Advisors May 2009 - Present
Wells Fargo Advisors May 2009 - June 2010
Carriff Corporation, Inc. January 1999 - January 2006
Skills
Leadership, Sales, Outlook, Marketing, Customer Service, Management, Microsoft Word, PowerPoint, Finance, Microsoft Excel, Financial Services, Event Planning, Time Management
Education
University of North Carolina at Charlotte 2004 — 2008
BA, Sociology
North Carolina State University 1999 — 2001
Textile and Apparel Management
Wake Technical Community College
Emergency Medical Technician, Emergency Medical Science - EMT
Caitlyn Puzio Caitlyn Puzio's Wells Fargo Advisors Experience July 2009 - August 2009
Job Student at Northeastern University
Industry Financial Services
Experience
Wellington Management January 2013 - June 2013
Princeton University July 2011 - August 2011
Wells Fargo Advisors July 2009 - August 2009
Representative Rush Holt January 2009 - June 2009
Skills
Research, Microsoft Excel, Valuation, Analysis, Bloomberg, Accounting, Banking
Education
Northeastern University 2011 — 2015
Bachelor of Science (BS), Business Administration, Finance Concentration
London School of Economics and Political Science 2013 — 2013
The American University of Rome 2012 — 2012
Wellington Management January 2013 - June 2013
Princeton University July 2011 - August 2011
Wells Fargo Advisors July 2009 - August 2009
Representative Rush Holt January 2009 - June 2009
Skills
Research, Microsoft Excel, Valuation, Analysis, Bloomberg, Accounting, Banking
Education
Northeastern University 2011 — 2015
Bachelor of Science (BS), Business Administration, Finance Concentration
London School of Economics and Political Science 2013 — 2013
The American University of Rome 2012 — 2012
Erik Neal Erik Neal's Wells Fargo Advisors Experience 2010 - 2011
Job Systems Integration Consultant
Industry Information Technology and Services
Experience
Accenture November 2009 - Present
Bank of America March 2011 - August 2011
Wells Fargo Advisors 2010 - 2011
Education
North Carolina Agricultural and Technical State University 2002 — 2008
Masters of Science, Information Technology
Accenture November 2009 - Present
Bank of America March 2011 - August 2011
Wells Fargo Advisors 2010 - 2011
Education
North Carolina Agricultural and Technical State University 2002 — 2008
Masters of Science, Information Technology
Rian Waterman's Wells Fargo Advisors Experience February 2006 - December 2006
Job Partner at Lane & Waterman LLP
Industry Law Practice
Experience
Lane & Waterman LLP February 2009 - Present
Wells Fargo Advisors February 2006 - December 2006
Legal Aid Society of New York May 2002 - August 2002
Skills
Mergers, Estate Planning, Compliance, Corporate Law, Securities, Trusts, Real Estate, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Governance, Investment Management, Strategic Financial..., Investment Strategies, Wealth Management..., Investments, Arbitration, Legal Research, Legal Writing, Intellectual Property
Education
University of Iowa College of Law 2003 — 2008
JD, 2008, Law, with specialization in corporate and securities law practice
New York University 1999 — 2003
BA with honors, Philosophy, with Minors in Politics, Economics
Lane & Waterman LLP February 2009 - Present
Wells Fargo Advisors February 2006 - December 2006
Legal Aid Society of New York May 2002 - August 2002
Skills
Mergers, Estate Planning, Compliance, Corporate Law, Securities, Trusts, Real Estate, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Governance, Investment Management, Strategic Financial..., Investment Strategies, Wealth Management..., Investments, Arbitration, Legal Research, Legal Writing, Intellectual Property
Education
University of Iowa College of Law 2003 — 2008
JD, 2008, Law, with specialization in corporate and securities law practice
New York University 1999 — 2003
BA with honors, Philosophy, with Minors in Politics, Economics
John A. Butcofski's Wells Fargo Advisors Experience February 2005 - Present
Job Independent Wealth Advisor at AvantGarde Advisors
Industry Financial Services
Experience
Avant-Garde Advisors August 2015 - Present
Wells Fargo Advisors February 2005 - Present
Morgan Stanley January 1994 - February 2005
Skills
Investments, Alternative Investments, Asset Allocation, Equities, Mutual Funds, Fixed Income, Real Estate Economics, Financial Advisory, Financial Services, Capital Markets, Finance, Securities, Investment Management, Hedge Funds, Derivatives, Financial Markets, Portfolio Management
Education
Northeastern University 1982 — 1987
BSEE
Avant-Garde Advisors August 2015 - Present
Wells Fargo Advisors February 2005 - Present
Morgan Stanley January 1994 - February 2005
Skills
Investments, Alternative Investments, Asset Allocation, Equities, Mutual Funds, Fixed Income, Real Estate Economics, Financial Advisory, Financial Services, Capital Markets, Finance, Securities, Investment Management, Hedge Funds, Derivatives, Financial Markets, Portfolio Management
Education
Northeastern University 1982 — 1987
BSEE
Edward Dudley Edward Dudley's Wells Fargo Advisors Experience 2007 - 2013
Job Co Founder, President & Sr. Consultant at Dudley Alliance
Industry Nonprofit Organization Management
Experience
Dudley Alliance 2014 - Present
FSC Securities 2013 - 2014
Wells Fargo Advisors 2007 - 2013
Evergreen Investments 2004 - 2007
Evergreen Investments 1999 - 2004
Eaton Vance 1997 - 1999
Education
Northeastern University
Dudley Alliance 2014 - Present
FSC Securities 2013 - 2014
Wells Fargo Advisors 2007 - 2013
Evergreen Investments 2004 - 2007
Evergreen Investments 1999 - 2004
Eaton Vance 1997 - 1999
Education
Northeastern University
Lacee Cannon's Wells Fargo Advisors Experience May 2012 - June 2013
Job Resource Coordinator at Edgenuity Inc.
Industry E-Learning
Experience
Edgenuity Inc. March 2015 - Present
Edgenuity Inc. June 2013 - March 2015
Wells Fargo Advisors May 2012 - June 2013
Yulex Corporation February 2012 - June 2012
Skills
Human Resources, Microsoft Office, Training, Research, Customer Service, Leadership, E-Learning, Sustainability, Renewable Energy, Administrative..., Energy Efficiency, Management, Travel Arrangements, Calendaring, Quality Assurance, Teaching, Coaching, Technical Support, Higher Education, Program Management, Outlook, Software Documentation, PowerPoint, System Administration, Microsoft Word, Teamwork
Education
Northern Arizona University 2010 — 2012
Associate of Science (AS), Information Technology
Edgenuity Inc. March 2015 - Present
Edgenuity Inc. June 2013 - March 2015
Wells Fargo Advisors May 2012 - June 2013
Yulex Corporation February 2012 - June 2012
Skills
Human Resources, Microsoft Office, Training, Research, Customer Service, Leadership, E-Learning, Sustainability, Renewable Energy, Administrative..., Energy Efficiency, Management, Travel Arrangements, Calendaring, Quality Assurance, Teaching, Coaching, Technical Support, Higher Education, Program Management, Outlook, Software Documentation, PowerPoint, System Administration, Microsoft Word, Teamwork
Education
Northern Arizona University 2010 — 2012
Associate of Science (AS), Information Technology
Margaret O'Kelley Margaret O'Kelley's Wells Fargo Advisors Experience January 2015 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
optionsXpress July 2012 - August 2013
Morgan Stanley Smith Barney July 2003 - October 2011
Morgan Stanley Dean Witter July 1995 - July 2003
Skills
Financial Services, Investment Strategies, Retirement Planning, Customer Service, Client Relations, Client Development, Asset Allocation, Event Planning, Social Networking
Education
New Mexico State University 1981 — 1983
Bachelor of Arts (BA), Anthropology
Hamilton High School East
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
optionsXpress July 2012 - August 2013
Morgan Stanley Smith Barney July 2003 - October 2011
Morgan Stanley Dean Witter July 1995 - July 2003
Skills
Financial Services, Investment Strategies, Retirement Planning, Customer Service, Client Relations, Client Development, Asset Allocation, Event Planning, Social Networking
Education
New Mexico State University 1981 — 1983
Bachelor of Arts (BA), Anthropology
Hamilton High School East
Andrew Flaskerud's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors October 2014 - Present
Wells Fargo January 2014 - October 2014
Wells Fargo October 2012 - January 2014
WorldOne Research March 2012 - July 2012
Golf Galaxy May 2009 - March 2012
Blue Wolf Casino August 2006 - December 2008
Skills
Sales, Market Research, Microsoft Excel, Project Management, PowerPoint, Management, Account Management, Microsoft Office, Marketing Research, Microsoft Word, Data Analysis, Teamwork, Analysis, Marketing Strategy, Negotiation, Retail, Customer Service, Business Development, Leadership, Financial Analysis, Series 7, Series 66
Education
North Dakota State University 2002 — 2005
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Advisors October 2014 - Present
Wells Fargo January 2014 - October 2014
Wells Fargo October 2012 - January 2014
WorldOne Research March 2012 - July 2012
Golf Galaxy May 2009 - March 2012
Blue Wolf Casino August 2006 - December 2008
Skills
Sales, Market Research, Microsoft Excel, Project Management, PowerPoint, Management, Account Management, Microsoft Office, Marketing Research, Microsoft Word, Data Analysis, Teamwork, Analysis, Marketing Strategy, Negotiation, Retail, Customer Service, Business Development, Leadership, Financial Analysis, Series 7, Series 66
Education
North Dakota State University 2002 — 2005
Bachelor of Business Administration (BBA), Accounting
Paresh Mutha's Wells Fargo Advisors Experience July 2015 - Present
Job Head of Digital Product Management at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Capital One December 2012 - Present
Capital One August 2011 - November 2012
SunTrust July 2008 - July 2011
BearingPoint August 2004 - June 2008
Accenture June 1999 - August 2004
IBM December 1996 - May 1999
Skills
Consulting, Product Management, Strategy, Management Consulting, Strategic Partnerships, Start-ups, Business Development, Outsourcing, Analytics, Strategic Planning, Business Analysis, Business Strategy, Mobile Devices, Management, Integration, Financial Services, E-commerce, Change Management, Banking, Market Research, Credit Cards, Payments, Portfolio Management, Enterprise Software, Digital Marketing, Vendor Management, Business Process..., Financial Analysis
Education
Stanford University 2012 — 2012
Hasso Plattner Institute of Design (d.school) bootcamp
North Carolina State University
Industrial Engineering
University of North Carolina at Charlotte
Wells Fargo Advisors July 2015 - Present
Capital One December 2012 - Present
Capital One August 2011 - November 2012
SunTrust July 2008 - July 2011
BearingPoint August 2004 - June 2008
Accenture June 1999 - August 2004
IBM December 1996 - May 1999
Skills
Consulting, Product Management, Strategy, Management Consulting, Strategic Partnerships, Start-ups, Business Development, Outsourcing, Analytics, Strategic Planning, Business Analysis, Business Strategy, Mobile Devices, Management, Integration, Financial Services, E-commerce, Change Management, Banking, Market Research, Credit Cards, Payments, Portfolio Management, Enterprise Software, Digital Marketing, Vendor Management, Business Process..., Financial Analysis
Education
Stanford University 2012 — 2012
Hasso Plattner Institute of Design (d.school) bootcamp
North Carolina State University
Industrial Engineering
University of North Carolina at Charlotte
Jeremy Grazzini Jeremy Grazzini's Wells Fargo Advisors Experience June 2015 - Present
Job Market Operations Liaison Private Client Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
J.P.Morgan Securities August 2012 - June 2015
JPMorgan Chase December 2010 - August 2012
JPMorgan Chase March 2007 - December 2010
Skills
Small Business Lending, Loans, Series 6, Consumer Lending, Credit, Mortgage Lending, Banking, Commercial Lending, Lines Of Credit, Series 63, Commercial Banking, Credit Analysis, Loan Origination, Mortgage Banking, Retail Banking
Education
Northern Illinois University 1998 — 2003
Bachelor of Arts (B.A.), Corporate Organizational Communications
Wells Fargo Advisors June 2015 - Present
J.P.Morgan Securities August 2012 - June 2015
JPMorgan Chase December 2010 - August 2012
JPMorgan Chase March 2007 - December 2010
Skills
Small Business Lending, Loans, Series 6, Consumer Lending, Credit, Mortgage Lending, Banking, Commercial Lending, Lines Of Credit, Series 63, Commercial Banking, Credit Analysis, Loan Origination, Mortgage Banking, Retail Banking
Education
Northern Illinois University 1998 — 2003
Bachelor of Arts (B.A.), Corporate Organizational Communications
Brooke Tanner Brooke Tanner's Wells Fargo Advisors Experience August 2014 - Present
Job Account Administrator, Beck Financial Group, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Skills
Customer Service, Finance, Financial Services, Microsoft Office
Education
Niagara University
Wells Fargo Advisors August 2014 - Present
Skills
Customer Service, Finance, Financial Services, Microsoft Office
Education
Niagara University
Erik Luckey's Wells Fargo Advisors Experience July 2013 - Present
Job Private Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Merrill Lynch June 2011 - February 2013
Luckey Construction and Development, Inc. April 1994 - April 2011
Luckey Construction and Development, Inc. April 1994 - April 2011
Northwest Realty Company September 1995 - January 2011
U.S. Army March 1985 - November 1994
First North American National Bank/Circuit City Stores, Inc. August 1991 - April 1994
Skills
Project Delivery, Leadership, Managerial Finance, Operations Management, Team Leadership, Negotiation, Management, Wealth Management, Retirement Analysis, Retirement Planning, Investment Strategies, Asset Allocation, Financial Risk..., Market Risk Management, Interest Rate Risk..., Inflation risk..., Tax Savings Strategies, Investment Analysis, Return on Investment, Stocks, Municipal Bonds, High Yield Bonds, ETFs, Mutual Funds, Variable Annuities, Closed-end Funds, Corporate Bonds, Mortgage Lending, Commercial Lending, Financial Management, Deal Structuring, Real Estate Investment..., Term Life Insurance, Permanent Life Insurance
Education
University of North Georgia 1985 — 1989
BBA, Finance
New Orleans Baptist Theological Seminary 2003 — 2007
Divinity - Graduate Work
University of West Georgia 2002 — 2002
Political Science - Graduate Work
Southern Polytechnic State University 1993 — 1994
Building Construction - Undergraduate Work
Wells Fargo Advisors July 2013 - Present
Merrill Lynch June 2011 - February 2013
Luckey Construction and Development, Inc. April 1994 - April 2011
Luckey Construction and Development, Inc. April 1994 - April 2011
Northwest Realty Company September 1995 - January 2011
U.S. Army March 1985 - November 1994
First North American National Bank/Circuit City Stores, Inc. August 1991 - April 1994
Skills
Project Delivery, Leadership, Managerial Finance, Operations Management, Team Leadership, Negotiation, Management, Wealth Management, Retirement Analysis, Retirement Planning, Investment Strategies, Asset Allocation, Financial Risk..., Market Risk Management, Interest Rate Risk..., Inflation risk..., Tax Savings Strategies, Investment Analysis, Return on Investment, Stocks, Municipal Bonds, High Yield Bonds, ETFs, Mutual Funds, Variable Annuities, Closed-end Funds, Corporate Bonds, Mortgage Lending, Commercial Lending, Financial Management, Deal Structuring, Real Estate Investment..., Term Life Insurance, Permanent Life Insurance
Education
University of North Georgia 1985 — 1989
BBA, Finance
New Orleans Baptist Theological Seminary 2003 — 2007
Divinity - Graduate Work
University of West Georgia 2002 — 2002
Political Science - Graduate Work
Southern Polytechnic State University 1993 — 1994
Building Construction - Undergraduate Work
Amber Hubbard's Wells Fargo Advisors Experience June 1996 - December 2011
Job Executive Assistant at St. Meyer & Hubbard
Industry Banking
Experience
St. Meyer & Hubbard June 2012 - Present
Wells Fargo Advisors June 1996 - December 2011
Skills
Leadership, Customer Service, Marketing, Team Building, Coaching, Microsoft Office, Management, Investments, Sales, Strategic Planning
Education
Northern Illinois University - College of Business 1999 — 2001
B.S., Business Administration
St. Meyer & Hubbard June 2012 - Present
Wells Fargo Advisors June 1996 - December 2011
Skills
Leadership, Customer Service, Marketing, Team Building, Coaching, Microsoft Office, Management, Investments, Sales, Strategic Planning
Education
Northern Illinois University - College of Business 1999 — 2001
B.S., Business Administration
Donald D. Dalton's Wells Fargo Advisors Experience July 2007 - February 2012
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors July 2007 - February 2012
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards June 2001 - June 2004
Quick & Reilly 1998 - 2000
A.G. Edwards & Sons, Inc. September 1997 - September 1998
Education
Niagara University 1994 — 1998
Business Administration, Marketing
Schiller International University 1997 — 1997
International Business, Finance
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors July 2007 - February 2012
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards June 2001 - June 2004
Quick & Reilly 1998 - 2000
A.G. Edwards & Sons, Inc. September 1997 - September 1998
Education
Niagara University 1994 — 1998
Business Administration, Marketing
Schiller International University 1997 — 1997
International Business, Finance
Josef Teshome Josef Teshome's Wells Fargo Advisors Experience May 2012 - June 2012
Job Software Engineer at Booz Allen Hamilton
Industry Computer Software
Experience
Booz Allen Hamilton January 2015 - Present
Asurion and Newcorp November 2012 - January 2015
Kassys Consulting Inc June 2012 - November 2012
Wells Fargo Advisors May 2012 - June 2012
Kronos Incorporated January 2010 - June 2012
Virginia Tech January 2010 - January 2011
New River Community College July 2007 - May 2009
Onsite e-Discovery January 2006 - July 2007
FLAT RATE COMPUTER SOLUTIONS January 2004 - January 2006
The Cheesecake Factory January 2003 - January 2004
Skills
SDLC, SQL, Java, Analysis, Quality Assurance, Databases, SharePoint, Management, Requirements Analysis, Agile Methodologies, Unix, Team Leadership, Test Automation, Project Management, Oracle, Scrum, User Acceptance Testing, Linux, ASP.NET, Microsoft Office, Access, C/C++/C#, Java/ JADE..., CRM, Leadership, Training, Microsoft Excel, Consulting, Business Analysis, Customer Service, Windows, Recruiting, Visio, Software Engineering, Test Cases, Defect Tracking, Process Improvement, Configuration Management, System Administration, Software System Analysis
Education
Virginia Polytechnic Institute and State University 2009 — 2012
Bachelor of Science (B.S.) in business, business information technology
New River Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), General Studies, 3.2/4.0
Booz Allen Hamilton January 2015 - Present
Asurion and Newcorp November 2012 - January 2015
Kassys Consulting Inc June 2012 - November 2012
Wells Fargo Advisors May 2012 - June 2012
Kronos Incorporated January 2010 - June 2012
Virginia Tech January 2010 - January 2011
New River Community College July 2007 - May 2009
Onsite e-Discovery January 2006 - July 2007
FLAT RATE COMPUTER SOLUTIONS January 2004 - January 2006
The Cheesecake Factory January 2003 - January 2004
Skills
SDLC, SQL, Java, Analysis, Quality Assurance, Databases, SharePoint, Management, Requirements Analysis, Agile Methodologies, Unix, Team Leadership, Test Automation, Project Management, Oracle, Scrum, User Acceptance Testing, Linux, ASP.NET, Microsoft Office, Access, C/C++/C#, Java/ JADE..., CRM, Leadership, Training, Microsoft Excel, Consulting, Business Analysis, Customer Service, Windows, Recruiting, Visio, Software Engineering, Test Cases, Defect Tracking, Process Improvement, Configuration Management, System Administration, Software System Analysis
Education
Virginia Polytechnic Institute and State University 2009 — 2012
Bachelor of Science (B.S.) in business, business information technology
New River Community College 2006 — 2008
Associate of Arts and Sciences (A.A.S.), General Studies, 3.2/4.0
Andrew McAteer Andrew McAteer's Wells Fargo Advisors Experience September 2011 - June 2012
Job Financial Analyst at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo Capital Finance June 2014 - March 2015
Boston Capital May 2013 - December 2013
PanAgora Asset Management July 2012 - December 2012
Wells Fargo Advisors September 2011 - June 2012
Cape Cod Healthcare May 2011 - August 2011
Education
Northeastern University 2010 — 2015
BS, Finance
Wells Fargo Capital Finance July 2015 - Present
Wells Fargo Capital Finance June 2014 - March 2015
Boston Capital May 2013 - December 2013
PanAgora Asset Management July 2012 - December 2012
Wells Fargo Advisors September 2011 - June 2012
Cape Cod Healthcare May 2011 - August 2011
Education
Northeastern University 2010 — 2015
BS, Finance
Howard Kobrin Howard Kobrin's Wells Fargo Advisors Experience April 1985 - Present
Job Managing Director Investments at The Kobrin Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 1985 - Present
Skills
Retirement Planning, Investments, Financial Advisory, Retirement, 401k Rollovers, Asset Allocation, Mutual Funds, Finance, Financial Guidance, Series 7
Education
New York Institute of Technology-Old Westbury 1982 — 1984
Master of Business Administration (MBA), Finance, General
Commack High School South 1972 — 1975
High School, 9-12
Wells Fargo Advisors April 1985 - Present
Skills
Retirement Planning, Investments, Financial Advisory, Retirement, 401k Rollovers, Asset Allocation, Mutual Funds, Finance, Financial Guidance, Series 7
Education
New York Institute of Technology-Old Westbury 1982 — 1984
Master of Business Administration (MBA), Finance, General
Commack High School South 1972 — 1975
High School, 9-12
Kristen Blair Sanford Kristen Blair Sanford's Wells Fargo Advisors Experience November 2014 - December 2014
Job IT professional seeking Project Coordinator position
Industry Information Technology and Services
Experience
Wells Fargo Advisors November 2014 - December 2014
Webletes LLC May 2014 - November 2014
MotoMax June 2012 - June 2013
B C D & E Vendors March 2010 - April 2012
North Carolina State University August 2010 - June 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking, Public Speaking, Leadership
Education
North Carolina State University 2009 — 2015
Bachelor of Science (BS), Business Administration; Sport Management
Wells Fargo Advisors November 2014 - December 2014
Webletes LLC May 2014 - November 2014
MotoMax June 2012 - June 2013
B C D & E Vendors March 2010 - April 2012
North Carolina State University August 2010 - June 2011
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Social Networking, Public Speaking, Leadership
Education
North Carolina State University 2009 — 2015
Bachelor of Science (BS), Business Administration; Sport Management
Michael Gantt Michael Gantt's Wells Fargo Advisors Experience April 2009 - Present
Job Branch Manager First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
FSC Securities May 2003 - April 2009
Morgan Stanley October 1999 - May 2003
Skills
Investments, Retirement Planning, Risk Management, Finance, Financial Services, Mutual Funds
Education
North Carolina State University 1984 — 1989
Bachelor of Arts (BA) in Business Management, Finance, General
Wells Fargo Advisors April 2009 - Present
FSC Securities May 2003 - April 2009
Morgan Stanley October 1999 - May 2003
Skills
Investments, Retirement Planning, Risk Management, Finance, Financial Services, Mutual Funds
Education
North Carolina State University 1984 — 1989
Bachelor of Arts (BA) in Business Management, Finance, General
Justin Carbaugh Justin Carbaugh's Wells Fargo Advisors Experience August 2013 - Present
Job First Vice President Lending and Banking Services, Pricing Strategy Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Wells Fargo Advisors March 2010 - August 2013
RubinBrown LLP February 2008 - August 2009
Deloitte & Touche, LLP April 2006 - December 2007
Upromise Investments Inc. (UII) November 2003 - March 2006
Education
Washington University in St. Louis - Olin Business School 2009 — 2012
MBA
Northeastern University 1998 — 2003
BSBA, Finance and Management
Wells Fargo Advisors August 2013 - Present
Wells Fargo Advisors March 2010 - August 2013
RubinBrown LLP February 2008 - August 2009
Deloitte & Touche, LLP April 2006 - December 2007
Upromise Investments Inc. (UII) November 2003 - March 2006
Education
Washington University in St. Louis - Olin Business School 2009 — 2012
MBA
Northeastern University 1998 — 2003
BSBA, Finance and Management
Ray Dimuzio's Wells Fargo Advisors Experience January 2004 - October 2012
Job Financial Advisor | President at Southwest Wealth Strategies
Industry Financial Services
Experience
Southwest Wealth Strategies October 2012 - Present
Wells Fargo Advisors January 2004 - October 2012
Education
Northern Arizona University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Management
Southwest Wealth Strategies October 2012 - Present
Wells Fargo Advisors January 2004 - October 2012
Education
Northern Arizona University 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Management
Joe Sullender, CFP® Joe Sullender, CFP®'s Wells Fargo Advisors Experience June 1995 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 1995 - Present
Skills
Investments, Retirement, Strategic Planning, Financial Analysis, Risk Management, Mutual Funds, Fixed Income, Investment Strategies, Mergers & Acquisitions, Personal Finance, Insurance, Employee Benefits, Due Diligence, Federal Government, Retirement Planning, Strategic Investment..., Personal Investment..., Estate Planning...
Education
Bruton High School
North Carolina State University - College of Management
Finance
Wells Fargo Advisors June 1995 - Present
Skills
Investments, Retirement, Strategic Planning, Financial Analysis, Risk Management, Mutual Funds, Fixed Income, Investment Strategies, Mergers & Acquisitions, Personal Finance, Insurance, Employee Benefits, Due Diligence, Federal Government, Retirement Planning, Strategic Investment..., Personal Investment..., Estate Planning...
Education
Bruton High School
North Carolina State University - College of Management
Finance
Robert G. Threlfall Robert G. Threlfall's Wells Fargo Advisors Experience 2003 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2003 - Present
Education
Northern Illinois University - College of Business
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
Wells Fargo Advisors 2003 - Present
Education
Northern Illinois University - College of Business
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
Steven Collie Steven Collie's Wells Fargo Advisors Experience April 2014 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors, LLC May 2009 - April 2014
Wachovia Securities,LLC January 2008 - May 2009
A.G. Edwards August 1997 - January 2008
Liberty Life Insurance 1991 - 1997
Skills
Investments, Financial Services, Retirement Planning, Insurance, 401k Rollovers, Asset Allocation, Risk Management, Estate Investment..., Investment Planning, Strategic Planning, Risk Assessment
Education
North Carolina State University 1976 — 1980
Bachelor of Science (B.S.), Computer Science
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors, LLC May 2009 - April 2014
Wachovia Securities,LLC January 2008 - May 2009
A.G. Edwards August 1997 - January 2008
Liberty Life Insurance 1991 - 1997
Skills
Investments, Financial Services, Retirement Planning, Insurance, 401k Rollovers, Asset Allocation, Risk Management, Estate Investment..., Investment Planning, Strategic Planning, Risk Assessment
Education
North Carolina State University 1976 — 1980
Bachelor of Science (B.S.), Computer Science
Elissa (Lisa) Johnson Elissa (Lisa) Johnson's Wells Fargo Advisors Experience April 2008 - Present
Job Financial Advisor, Vice PresidentInvestments. Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2008 - Present
Morgan Stanley Wealth Management January 2001 - April 2008
UBS December 1990 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Municipal Bonds, Equities, Insurance, fixed income strategies, financial advisory, financial analysis, estate investment...
Education
Northern Illinois University
Bachelor of Arts (BA)
Wells Fargo Advisors April 2008 - Present
Morgan Stanley Wealth Management January 2001 - April 2008
UBS December 1990 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Municipal Bonds, Equities, Insurance, fixed income strategies, financial advisory, financial analysis, estate investment...
Education
Northern Illinois University
Bachelor of Arts (BA)
Eric Short Eric Short's Wells Fargo Advisors Experience January 2015 - March 2015
Job Insurance Agent
Industry Financial Services
Experience
American Insurance Marketing Solutions June 2015 - Present
Wells Fargo Advisors January 2015 - March 2015
LPL Financial July 2010 - January 2015
JP Morgan Chase April 2002 - June 2005
Skills
Financial Services, Public Speaking, Customer Service, Insurance, Retirement, Finance, Business Analysis, Process Improvement, Strategic Planning, Microsoft Office
Education
North Carolina Agricultural and Technical State University 1988 — 1993
Bachelor of Arts (B.A.), Public Relations
North Rowan Senior High School 1984 — 1988
Diploma, General Studies
American Insurance Marketing Solutions June 2015 - Present
Wells Fargo Advisors January 2015 - March 2015
LPL Financial July 2010 - January 2015
JP Morgan Chase April 2002 - June 2005
Skills
Financial Services, Public Speaking, Customer Service, Insurance, Retirement, Finance, Business Analysis, Process Improvement, Strategic Planning, Microsoft Office
Education
North Carolina Agricultural and Technical State University 1988 — 1993
Bachelor of Arts (B.A.), Public Relations
North Rowan Senior High School 1984 — 1988
Diploma, General Studies
Khalihah Hasan-Eccleston Khalihah Hasan-Eccleston's Wells Fargo Advisors Experience June 2013 - Present
Job Consumer Banker at Wells Fargo Advisors
Industry Telecommunications
Experience
Wells Fargo Advisors June 2013 - Present
T-Mobile February 2008 - June 2012
DePaul Management January 2006 - May 2007
T-Mobile January 2005 - January 2006
DePaul Management July 2004 - May 2005
Hillside Inn November 2002 - October 2004
Skills
Telephone Skills, Customer Service, Invoicing, Microsoft Office, Fax, Filing, Routers, Citrix, Call Centers, Troubleshooting, Research, Technical Support
Education
Northampton Community College 2003 — 2004
Computer Science, 3.0
Bronx Outreach High school 1996 — 2000
High School Diploma
Wells Fargo Advisors June 2013 - Present
T-Mobile February 2008 - June 2012
DePaul Management January 2006 - May 2007
T-Mobile January 2005 - January 2006
DePaul Management July 2004 - May 2005
Hillside Inn November 2002 - October 2004
Skills
Telephone Skills, Customer Service, Invoicing, Microsoft Office, Fax, Filing, Routers, Citrix, Call Centers, Troubleshooting, Research, Technical Support
Education
Northampton Community College 2003 — 2004
Computer Science, 3.0
Bronx Outreach High school 1996 — 2000
High School Diploma
Bill Lange Bill Lange's Wells Fargo Advisors Experience June 2010 - August 2011
Job Software Developer/Consultant at Adaptive Solutions Group
Industry Information Technology and Services
Experience
Adaptive Solutions Group July 2015 - Present
Norton Staffing, Inc November 2014 - June 2015
Maritz Research August 2012 - October 2014
Preferred Resources, Inc. May 2012 - August 2012
Aurora Systems Group August 2011 - April 2012
Covidien August 2011 - April 2012
Volt Technical Resources June 2010 - August 2011
Wells Fargo Advisors June 2010 - August 2011
Habanero April 2010 - June 2010
Advantage Consulting November 2009 - April 2010
Skills
Visual Studio, ASP.NET, C#, XML, Software Development, Microsoft SQL Server, Oracle Enterprise..., Web Application Security, SharePoint, CAD/CAM, JavaScript, jQuery, UML, Web Applications, Requirements Analysis, Software Documentation, Silverlight, Business Process, Agile Methodologies, .NET, Oracle, IIS, SQL, Web Services, Java, ASP.NET MVC, Visio, Database Design, XSLT, Scrum, Integration, Databases, ASP, Unix
Education
Northern Illinois University
B.S., Mechanical Engineering Technology
Northern Illinois University
Bachelor's degree, Mechanical Engineering
Adaptive Solutions Group July 2015 - Present
Norton Staffing, Inc November 2014 - June 2015
Maritz Research August 2012 - October 2014
Preferred Resources, Inc. May 2012 - August 2012
Aurora Systems Group August 2011 - April 2012
Covidien August 2011 - April 2012
Volt Technical Resources June 2010 - August 2011
Wells Fargo Advisors June 2010 - August 2011
Habanero April 2010 - June 2010
Advantage Consulting November 2009 - April 2010
Skills
Visual Studio, ASP.NET, C#, XML, Software Development, Microsoft SQL Server, Oracle Enterprise..., Web Application Security, SharePoint, CAD/CAM, JavaScript, jQuery, UML, Web Applications, Requirements Analysis, Software Documentation, Silverlight, Business Process, Agile Methodologies, .NET, Oracle, IIS, SQL, Web Services, Java, ASP.NET MVC, Visio, Database Design, XSLT, Scrum, Integration, Databases, ASP, Unix
Education
Northern Illinois University
B.S., Mechanical Engineering Technology
Northern Illinois University
Bachelor's degree, Mechanical Engineering
Albert Mays Albert Mays's Wells Fargo Advisors Experience June 2013 - August 2013
Job Business Intelligence Analyst at USMD, Inc
Industry Hospital & Health Care
Experience
USMD, Inc September 2013 - Present
Wells Fargo Advisors June 2013 - August 2013
Cardno Entrix July 2010 - June 2013
Arrowhead Center January 2009 - May 2010
Synchronoss Technologies June 2007 - November 2008
Skills
Data Analysis, Access, Analytics, SAS, Analysis, Statistics, Economics, Microsoft Excel, Financial Analysis, Market Research, Econometrics, Management, SQL, Project Management, Microsoft Office, Outlook, PowerPoint, Data Mining, Microsoft SQL Server, Human Resources, Accounting, Budgets, Quantitative Analytics, Business Strategy, SAS programming, Weka, Database Administration, QlikView Development, Databases, Research, Strategy
Education
UC San Diego 2012 — 2014
Certificate in Data Mining, Data Mining
New Mexico State University 2009 — 2010
Master of Arts, Economics; Option; Applied Econometrics
New Mexico State University 2002 — 2006
Bachelor, Business Administration; Finance
USMD, Inc September 2013 - Present
Wells Fargo Advisors June 2013 - August 2013
Cardno Entrix July 2010 - June 2013
Arrowhead Center January 2009 - May 2010
Synchronoss Technologies June 2007 - November 2008
Skills
Data Analysis, Access, Analytics, SAS, Analysis, Statistics, Economics, Microsoft Excel, Financial Analysis, Market Research, Econometrics, Management, SQL, Project Management, Microsoft Office, Outlook, PowerPoint, Data Mining, Microsoft SQL Server, Human Resources, Accounting, Budgets, Quantitative Analytics, Business Strategy, SAS programming, Weka, Database Administration, QlikView Development, Databases, Research, Strategy
Education
UC San Diego 2012 — 2014
Certificate in Data Mining, Data Mining
New Mexico State University 2009 — 2010
Master of Arts, Economics; Option; Applied Econometrics
New Mexico State University 2002 — 2006
Bachelor, Business Administration; Finance
Jesse Fearrington Jesse Fearrington's Wells Fargo Advisors Experience December 2011 - Present
Job Retired
Industry Information Technology and Services
Experience
Retired and enjoying time to pursue personal interests and family May 2015 - Present
Wells Fargo Advisors December 2011 - Present
Various 1973 - May 2015
Strategic Staffing Solutions 2009 - May 2011
Eureka Land Development, Inc. 2006 - 2009
Wachovia 2004 - 2006
Wachovia Bank 2001 - 2004
First Union National Bank 1999 - 2001
First Union National Bank 1996 - 1999
BellSouth 1991 - 1996
Skills
Program Management, Business Analysis, Vendor Management, Process Improvement, Enterprise Architecture, IT Strategy, SDLC, Cross-functional Team..., Telecommunications, Project Management, Disaster Recovery, Software Development, Testing, Software Documentation, Leadership, SOA, Strategy
Education
North Carolina State University 1969 — 1973
bs, Computer Science
Retired and enjoying time to pursue personal interests and family May 2015 - Present
Wells Fargo Advisors December 2011 - Present
Various 1973 - May 2015
Strategic Staffing Solutions 2009 - May 2011
Eureka Land Development, Inc. 2006 - 2009
Wachovia 2004 - 2006
Wachovia Bank 2001 - 2004
First Union National Bank 1999 - 2001
First Union National Bank 1996 - 1999
BellSouth 1991 - 1996
Skills
Program Management, Business Analysis, Vendor Management, Process Improvement, Enterprise Architecture, IT Strategy, SDLC, Cross-functional Team..., Telecommunications, Project Management, Disaster Recovery, Software Development, Testing, Software Documentation, Leadership, SOA, Strategy
Education
North Carolina State University 1969 — 1973
bs, Computer Science
Catherine Weathers Catherine Weathers's Wells Fargo Advisors Experience June 2011 - June 2012
Job Wells Fargo Advisors
Industry Higher Education
Experience
Credit Suisse April 2013 - October 2013
North Carolina Wesleyan College June 2012 - September 2012
Wells Fargo Bank June 2012 - September 2012
Wells Fargo Advisors June 2011 - June 2012
Bradley's Tax Service January 2009 - April 2009
Skills
Finance, Banking, Training, Software Documentation, Accounting, Analysis
Education
North Carolina Wesleyan College 2009 — 2011
Accounting, Accounting
North Carolina Wesleyan College
BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNTING, BUSINESS MANAGEMENT
Credit Suisse April 2013 - October 2013
North Carolina Wesleyan College June 2012 - September 2012
Wells Fargo Bank June 2012 - September 2012
Wells Fargo Advisors June 2011 - June 2012
Bradley's Tax Service January 2009 - April 2009
Skills
Finance, Banking, Training, Software Documentation, Accounting, Analysis
Education
North Carolina Wesleyan College 2009 — 2011
Accounting, Accounting
North Carolina Wesleyan College
BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNTING, BUSINESS MANAGEMENT
Michael Anastasiou Michael Anastasiou's Wells Fargo Advisors Experience May 2015 - August 2015
Job Student at New York University
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - August 2015
Skills
Public Speaking, Social Media, Research, Marketing, Event Management, Customer Service, Microsoft Excel, Teamwork, Sales
Education
New York University 2014 — 2018
Economics, History, Finance
The Wardlaw- Hartridge School 2007 — 2014
Wells Fargo Advisors May 2015 - August 2015
Skills
Public Speaking, Social Media, Research, Marketing, Event Management, Customer Service, Microsoft Excel, Teamwork, Sales
Education
New York University 2014 — 2018
Economics, History, Finance
The Wardlaw- Hartridge School 2007 — 2014
Tim Butcher, CFP®'s Wells Fargo Advisors Experience June 2008 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors June 2008 - Present
MagnetStreet January 2003 - August 2007
US Bancorp Investments June 2000 - January 2003
Education
Northern Illinois University 1991 — 1996
Bachelor of Science (BS), Mathematics
Aledo High School
Wells Fargo Advisors June 2008 - Present
MagnetStreet January 2003 - August 2007
US Bancorp Investments June 2000 - January 2003
Education
Northern Illinois University 1991 — 1996
Bachelor of Science (BS), Mathematics
Aledo High School
Shuaib Gill, MBA's Wells Fargo Advisors Experience October 2009 - February 2011
Job SQA Engineer at Quicken Loans
Industry Computer Software
Experience
Quicken Loans July 2013 - Present
Olenick & Associates January 2012 - May 2013
Essence Healthcare September 2011 - December 2011
Monsanto February 2011 - August 2011
Wells Fargo Advisors October 2009 - February 2011
United States Postal Service June 2009 - September 2009
Compuware February 2006 - May 2009
Compuware February 2003 - February 2006
Compuware November 2001 - February 2003
DaimlerChrysler May 2000 - August 2000
Skills
Visual Studio, SQL, Testing, SDLC, Quality Center, Java, Software Quality..., Quality Assurance, Requirements Analysis, Visio, Visual Basic, Software Consulting, Maintaining Strong..., Web Applications, Performance Testing, LoadRunner, Manual Testing, Java Enterprise Edition, Performance Tuning, HP Quality Center
Education
Northeastern University 2007 — 2009
MBA, Finance concentration
Wayne State University 1996 — 2000
Bachelor of Science, Computer Science
Quicken Loans July 2013 - Present
Olenick & Associates January 2012 - May 2013
Essence Healthcare September 2011 - December 2011
Monsanto February 2011 - August 2011
Wells Fargo Advisors October 2009 - February 2011
United States Postal Service June 2009 - September 2009
Compuware February 2006 - May 2009
Compuware February 2003 - February 2006
Compuware November 2001 - February 2003
DaimlerChrysler May 2000 - August 2000
Skills
Visual Studio, SQL, Testing, SDLC, Quality Center, Java, Software Quality..., Quality Assurance, Requirements Analysis, Visio, Visual Basic, Software Consulting, Maintaining Strong..., Web Applications, Performance Testing, LoadRunner, Manual Testing, Java Enterprise Edition, Performance Tuning, HP Quality Center
Education
Northeastern University 2007 — 2009
MBA, Finance concentration
Wayne State University 1996 — 2000
Bachelor of Science, Computer Science
Jean Delgado's Wells Fargo Advisors Experience 2001 - 2005
Job CSM at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
U.S. Bank August 2012 - April 2013
merrill lynch August 2011 - August 2012
morgan stanley smith barney June 2006 - July 2011
Wells Fargo Advisors 2001 - 2005
Skills
Customer Service, Mutual Funds, Securities, Investments, Wealth Management, Fixed Income, Series 63, Asset Allocation, Financial Services
Education
Northeastern University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Pentucket High School 1989 — 1992
Morgan Stanley April 2013 - Present
U.S. Bank August 2012 - April 2013
merrill lynch August 2011 - August 2012
morgan stanley smith barney June 2006 - July 2011
Wells Fargo Advisors 2001 - 2005
Skills
Customer Service, Mutual Funds, Securities, Investments, Wealth Management, Fixed Income, Series 63, Asset Allocation, Financial Services
Education
Northeastern University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Pentucket High School 1989 — 1992
Will Beard, CIMA's Wells Fargo Advisors Experience October 2014 - Present
Job Vice President
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Merrill Lynch March 1999 - October 2014
Skills
Portfolio Construction, Asset Allocation, Investment Strategies, Portfolio Analysis, Capital Markets, Alternative Investments
Education
North Carolina State University 1994 — 1998
Finance, Business Management
Wells Fargo Advisors October 2014 - Present
Merrill Lynch March 1999 - October 2014
Skills
Portfolio Construction, Asset Allocation, Investment Strategies, Portfolio Analysis, Capital Markets, Alternative Investments
Education
North Carolina State University 1994 — 1998
Finance, Business Management
John (Eric) Poe's Wells Fargo Advisors Experience May 2012 - August 2013
Job Managing Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
Wells Fargo Advisors May 2012 - August 2013
E*TRADE Financial Corporate Services February 2009 - May 2012
E*TRADE Financial Corporate Services August 2008 - 2009
E*TRADE Financial October 2006 - August 2008
Harris direct February 2000 - October 2005
DLJ Direct 1998 - 2000
Skills
Brokerage, Equities, Equity Compensation, Customer Service, Customer Relations, Series 24, Series 63, Series 7, Call Center, Business Relationship...
Education
Northern Kentucky University
B.S., Management
TIAA-CREF August 2013 - Present
Wells Fargo Advisors May 2012 - August 2013
E*TRADE Financial Corporate Services February 2009 - May 2012
E*TRADE Financial Corporate Services August 2008 - 2009
E*TRADE Financial October 2006 - August 2008
Harris direct February 2000 - October 2005
DLJ Direct 1998 - 2000
Skills
Brokerage, Equities, Equity Compensation, Customer Service, Customer Relations, Series 24, Series 63, Series 7, Call Center, Business Relationship...
Education
Northern Kentucky University
B.S., Management
Adam Obluck's Wells Fargo Advisors Experience June 2014 - Present
Job PCG Control Specialist, Officer Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors February 2010 - June 2014
Wells Fargo Advantage Funds January 2008 - May 2010
Education
North Central University 2003 — 2007
Heritage Christian 1999 — 2003
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors February 2010 - June 2014
Wells Fargo Advantage Funds January 2008 - May 2010
Education
North Central University 2003 — 2007
Heritage Christian 1999 — 2003
Mary Shea Tucker's Wells Fargo Advisors Experience July 2014 - Present
Job Manager, Elder Client Initiatives at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors July 2004 - June 2014
Greensfelder, Hemker & Gale, P.C. March 2003 - June 2004
2002 Salt Lake Winter Olympic Games March 1999 - July 2002
Ray Quinney & Nebeker April 1998 - April 1999
University of Utah 1993 - 1999
Parr Brown Gee & Loveless 1988 - 1993
Davis Polk & Wardwell LLP 1984 - 1987
Skills
Corporate Governance, Corporate Law, Securities, Securities Regulation, Privacy Law, FINRA, AML, Dodd-Frank, FCPA, FCRA, ISDA, Private Placements, SEC, Due Diligence, Mergers, Attorneys, Legal Compliance, Brokerage, Contract Law, Data Security, Elder Law, General Corporate..., Healthcare, Higher Education, Managed Care, Negotiation, Operations, Policy, Procurement Law, Securities Transfer
Education
New York University School of Law 1982 — 1985
Doctor of Law (J.D.), Law
Yale University 1975 — 1979
B.A., English, Theater
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors July 2004 - June 2014
Greensfelder, Hemker & Gale, P.C. March 2003 - June 2004
2002 Salt Lake Winter Olympic Games March 1999 - July 2002
Ray Quinney & Nebeker April 1998 - April 1999
University of Utah 1993 - 1999
Parr Brown Gee & Loveless 1988 - 1993
Davis Polk & Wardwell LLP 1984 - 1987
Skills
Corporate Governance, Corporate Law, Securities, Securities Regulation, Privacy Law, FINRA, AML, Dodd-Frank, FCPA, FCRA, ISDA, Private Placements, SEC, Due Diligence, Mergers, Attorneys, Legal Compliance, Brokerage, Contract Law, Data Security, Elder Law, General Corporate..., Healthcare, Higher Education, Managed Care, Negotiation, Operations, Policy, Procurement Law, Securities Transfer
Education
New York University School of Law 1982 — 1985
Doctor of Law (J.D.), Law
Yale University 1975 — 1979
B.A., English, Theater
George Biskey's Wells Fargo Advisors Experience January 2006 - Present
Job Operations specialist
Industry Financial Services
Experience
Wells Fargo Advisors January 2006 - Present
Skills
Customer Service, Microsoft Office, Credit, Risk Management, Leadership
Education
Northern Virginia Community College 2002 — 2005
AAA - Fine Arts
J. Sargeant Reynolds
Paralegal Studies - in progress, Paralegal Studies
Wells Fargo Advisors January 2006 - Present
Skills
Customer Service, Microsoft Office, Credit, Risk Management, Leadership
Education
Northern Virginia Community College 2002 — 2005
AAA - Fine Arts
J. Sargeant Reynolds
Paralegal Studies - in progress, Paralegal Studies
madan gitta's Wells Fargo Advisors Experience March 2012 - Present
Job Tech Lead at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors March 2012 - Present
Wachovia Securities December 2005 - Present
Skills
WCF, Agile Methodologies, SOA, Microsoft SQL Server, SDLC, Web Services
Education
Northern Illinois University 2001 — 2003
Wells Fargo Advisors March 2012 - Present
Wachovia Securities December 2005 - Present
Skills
WCF, Agile Methodologies, SOA, Microsoft SQL Server, SDLC, Web Services
Education
Northern Illinois University 2001 — 2003
Kaushik Bhattacharya's Wells Fargo Advisors Experience March 2014 - May 2015
Job Solution Architect Consultant at Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors March 2014 - May 2015
General Mills January 2014 - March 2014
McGladrey June 2013 - December 2013
Cetera Financial Group May 2012 - May 2013
XCEL ENERGY January 2012 - May 2012
OptumInsight August 2011 - January 2012
Blue Cross Blue Shield of Iowa September 2010 - August 2011
UnitedHealth Group November 2009 - August 2010
Wells Fargo November 2008 - November 2009
Skills
Technology Management, MVVM and Knockout..., .NET MVC4, UX design Pattern, Microsoft CRM, salesforce, Apex Data Loader, Microsoft SQL Server, Oracle Applications, jQuery, Java, IBM Cast Iron Studio, TIBCO COMPOSITE STUDIO
Education
New York Institute of Technology-Old Westbury 2003 — 2005
MS, Computer Science With Distinction
New York 2001 — 2002
New York University
Ameriprise Financial Services, Inc. June 2015 - Present
Wells Fargo Advisors March 2014 - May 2015
General Mills January 2014 - March 2014
McGladrey June 2013 - December 2013
Cetera Financial Group May 2012 - May 2013
XCEL ENERGY January 2012 - May 2012
OptumInsight August 2011 - January 2012
Blue Cross Blue Shield of Iowa September 2010 - August 2011
UnitedHealth Group November 2009 - August 2010
Wells Fargo November 2008 - November 2009
Skills
Technology Management, MVVM and Knockout..., .NET MVC4, UX design Pattern, Microsoft CRM, salesforce, Apex Data Loader, Microsoft SQL Server, Oracle Applications, jQuery, Java, IBM Cast Iron Studio, TIBCO COMPOSITE STUDIO
Education
New York Institute of Technology-Old Westbury 2003 — 2005
MS, Computer Science With Distinction
New York 2001 — 2002
New York University
Gretchen Zigman's Wells Fargo Advisors Experience March 2014 - Present
Job Control Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors September 2009 - March 2014
Wells Fargo Investments 1999 - 2009
American Express Financial Advisors 1996 - 1999
Education
Northern Michigan University 1985 — 1989
BS, Business
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors September 2009 - March 2014
Wells Fargo Investments 1999 - 2009
American Express Financial Advisors 1996 - 1999
Education
Northern Michigan University 1985 — 1989
BS, Business
David Barbito's Wells Fargo Advisors Experience December 2014 - Present
Job Regional Operations and Service Manager, Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors, LLC 2007 - Present
Education
New Jersey City University 1988 — 1997
New Jersey City University 1988 — 1995
bayonne high school 1984 — 1988
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors, LLC 2007 - Present
Education
New Jersey City University 1988 — 1997
New Jersey City University 1988 — 1995
bayonne high school 1984 — 1988
Scott Nordhougen's Wells Fargo Advisors Experience July 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors July 2004 - Present
Piper Jaffray 2003 - 2004
Skills
Customer Service, Process Improvement, Retirement Planning, Leadership, Business Analysis, 401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Strategic Planning, Team Building, Training, Microsoft Office, Sales, Analysis, Investment Strategies, Investment Planning, Coaching, Management, Retirement, Insurance, Fixed Income Strategies, Team Leadership, Credit, Underwriting, Project Management, Marketing, Access, Account Management, Budgets, Call Centers, Change Management, Customer Experience, Relationship Management, Securities
Education
North Dakota State University 2000 — 2004
Business Administration, Minors in Economics, Psychology, and Marketing
Wells Fargo Advisors July 2004 - Present
Piper Jaffray 2003 - 2004
Skills
Customer Service, Process Improvement, Retirement Planning, Leadership, Business Analysis, 401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Strategic Planning, Team Building, Training, Microsoft Office, Sales, Analysis, Investment Strategies, Investment Planning, Coaching, Management, Retirement, Insurance, Fixed Income Strategies, Team Leadership, Credit, Underwriting, Project Management, Marketing, Access, Account Management, Budgets, Call Centers, Change Management, Customer Experience, Relationship Management, Securities
Education
North Dakota State University 2000 — 2004
Business Administration, Minors in Economics, Psychology, and Marketing
Risa Blondin-Tucker's Wells Fargo Advisors Experience July 2009 - December 2011
Job Owner, FIG Strategic Learning Solutions, LLC
Industry Financial Services
Experience
FIG Strategic Learning Solutions, LLC January 2012 - Present
Financial Services Company March 2012 - August 2012
Wells Fargo Advisors July 2009 - December 2011
Wachovia Corporation January 1995 - June 2009
Wachovia Corporation January 1995 - June 2009
Wachovia Bank January 1995 - June 2009
Digital Equipment Corporation January 1991 - January 1993
Digital Equipment Corporation January 1989 - January 1991
Digital Equipment Corp. January 1987 - January 1989
Skills
Program Management, Project Management, Curriculum Management, Coaching, Budget Management,..., Client Communication, Instructional Design, Problem Analysis, Problem Solving, Training & Development, Staff Management, Needs Analysis, Resource Allocation, Banking, Training, Captivate, Employee Training, Business Process..., Leadership, Blended Learning, Management Consulting, Leadership Development, Learning Management, Instructor-led Training, Team Leadership, Performance Management, E-Learning, Curriculum Design, Training Delivery, Team Building, Risk Management, Project Planning, Management, Change Management, SharePoint, Technical Writing, Visio, Process Improvement, Organizational..., Software Documentation, ADDIE, Workshop Facilitation, Budgets, Strategy, Performance Consulting, Performance Improvement
Education
The Center for Effective Performance
Member of ASTD
Northeastern University
FIG Strategic Learning Solutions, LLC January 2012 - Present
Financial Services Company March 2012 - August 2012
Wells Fargo Advisors July 2009 - December 2011
Wachovia Corporation January 1995 - June 2009
Wachovia Corporation January 1995 - June 2009
Wachovia Bank January 1995 - June 2009
Digital Equipment Corporation January 1991 - January 1993
Digital Equipment Corporation January 1989 - January 1991
Digital Equipment Corp. January 1987 - January 1989
Skills
Program Management, Project Management, Curriculum Management, Coaching, Budget Management,..., Client Communication, Instructional Design, Problem Analysis, Problem Solving, Training & Development, Staff Management, Needs Analysis, Resource Allocation, Banking, Training, Captivate, Employee Training, Business Process..., Leadership, Blended Learning, Management Consulting, Leadership Development, Learning Management, Instructor-led Training, Team Leadership, Performance Management, E-Learning, Curriculum Design, Training Delivery, Team Building, Risk Management, Project Planning, Management, Change Management, SharePoint, Technical Writing, Visio, Process Improvement, Organizational..., Software Documentation, ADDIE, Workshop Facilitation, Budgets, Strategy, Performance Consulting, Performance Improvement
Education
The Center for Effective Performance
Member of ASTD
Northeastern University
Nathan Myrvold's Wells Fargo Advisors Experience December 2008 - April 2012
Job Account Executive at CVS Health
Industry Pharmaceuticals
Experience
CVS Health July 2014 - Present
CVS Caremark Corporation July 2012 - June 2014
Wells Fargo Bank December 2008 - April 2012
Wells Fargo Advisors December 2008 - April 2012
Skills
Series 7, FINRA, Wealth Management
Education
Northern Arizona University 2000 — 2004
BSBA, Marketing
CVS Health July 2014 - Present
CVS Caremark Corporation July 2012 - June 2014
Wells Fargo Bank December 2008 - April 2012
Wells Fargo Advisors December 2008 - April 2012
Skills
Series 7, FINRA, Wealth Management
Education
Northern Arizona University 2000 — 2004
BSBA, Marketing
Andrea Montano's Wells Fargo Advisors Experience 2013 - 2013
Job IT Project Manager at Johnson & Johnson
Industry Education Management
Experience
Johnson & Johnson February 2014 - Present
McGraw-Hill Higher Education April 2012 - May 2013
Wells Fargo Advisors 2013 - 2013
Morgan Stanley Smith Barney May 2010 - April 2012
Skills
Vendor Management, Team Building, SDLC, PMP, Project Management, Business Analysis, Visio, Requirements Analysis, Training, Project Portfolio..., Software Project..., SharePoint, Management, MS Project, Leadership, Process Improvement, Project Planning, Change Management, Public Speaking, Program Management, IT Strategy, PMO
Education
AV Tech Institute of Technology 2009 — 2010
Certificate, Project Management
New York University 2000 — 2000
Certificate, Multimedia Production and Design
Norfolk State University
B.S., Business Management
Johnson & Johnson February 2014 - Present
McGraw-Hill Higher Education April 2012 - May 2013
Wells Fargo Advisors 2013 - 2013
Morgan Stanley Smith Barney May 2010 - April 2012
Skills
Vendor Management, Team Building, SDLC, PMP, Project Management, Business Analysis, Visio, Requirements Analysis, Training, Project Portfolio..., Software Project..., SharePoint, Management, MS Project, Leadership, Process Improvement, Project Planning, Change Management, Public Speaking, Program Management, IT Strategy, PMO
Education
AV Tech Institute of Technology 2009 — 2010
Certificate, Project Management
New York University 2000 — 2000
Certificate, Multimedia Production and Design
Norfolk State University
B.S., Business Management
Chris Barbee, CFP®'s Wells Fargo Advisors Experience March 2008 - May 2014
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2014 - Present
Wells Fargo Advisors March 2008 - May 2014
Wells Fargo Advisors October 1998 - May 2014
Skills
Investments, Retirement, Securities
Education
North Carolina State University 1994 — 1997
Bachelor of Science in Business Manangement, Business/Finance
Oppenheimer & Co. Inc. June 2014 - Present
Wells Fargo Advisors March 2008 - May 2014
Wells Fargo Advisors October 1998 - May 2014
Skills
Investments, Retirement, Securities
Education
North Carolina State University 1994 — 1997
Bachelor of Science in Business Manangement, Business/Finance
Justin Noyle's Wells Fargo Advisors Experience September 2015 - Present
Job Retirement Distribution Consultant at Wells Fargo Advisors
Industry Consumer Services
Experience
Wells Fargo Advisors September 2015 - Present
Uline April 2014 - February 2015
Target June 2011 - May 2014
Wells Fargo August 2010 - June 2011
Wells Fargo July 2009 - August 2010
Enterprise Rent-A-Car May 2007 - October 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Strategic Planning, Sales, PowerPoint, Sales Management, Public Speaking, Social Media, New Business Development, Leadership, Management, Inventory Management, Coaching, Process Improvement, Time Management, Training, Team Leadership, Event Planning, Employee Training, Event Management, Leadership Development
Education
Northern Michigan University 1999 — 2005
Bachelor's degree, Social Sciences
Wells Fargo Advisors September 2015 - Present
Uline April 2014 - February 2015
Target June 2011 - May 2014
Wells Fargo August 2010 - June 2011
Wells Fargo July 2009 - August 2010
Enterprise Rent-A-Car May 2007 - October 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Team Building, Strategic Planning, Sales, PowerPoint, Sales Management, Public Speaking, Social Media, New Business Development, Leadership, Management, Inventory Management, Coaching, Process Improvement, Time Management, Training, Team Leadership, Event Planning, Employee Training, Event Management, Leadership Development
Education
Northern Michigan University 1999 — 2005
Bachelor's degree, Social Sciences
Kentrell Taylor's Wells Fargo Advisors Experience September 2011 - September 2012
Job Wealth Advisor at USAA Investment Management Company
Industry Financial Services
Experience
USAA Investment Management Company July 2013 - Present
TIAA-CREF September 2012 - July 2013
Wells Fargo Advisors September 2011 - September 2012
Skills
Access, Accounting, Analysis, Asset Allocation, Bonds, CRM, Customer Service, Due Diligence, Equities, Finance, Financial Services, Fundraising, Insurance, Investment Management, Investments, Leadership, Marketing Strategy, Microsoft Office, Microsoft Word, Mutual Funds, Nonprofits, Portfolio Management, PowerPoint, Public Speaking, Real Estate, Research, Sales, Securities, Strategic Planning, Strategy, Retirement Planning, Financial Planning, Fixed Income, Financial Modeling, Financial Advisory, Asset Management
Education
Northeastern University 2014 — 2015
Master of Science (MS), Finance, General
University of Michigan 2001 — 2005
BBA Finance, Finance, General
USAA Investment Management Company July 2013 - Present
TIAA-CREF September 2012 - July 2013
Wells Fargo Advisors September 2011 - September 2012
Skills
Access, Accounting, Analysis, Asset Allocation, Bonds, CRM, Customer Service, Due Diligence, Equities, Finance, Financial Services, Fundraising, Insurance, Investment Management, Investments, Leadership, Marketing Strategy, Microsoft Office, Microsoft Word, Mutual Funds, Nonprofits, Portfolio Management, PowerPoint, Public Speaking, Real Estate, Research, Sales, Securities, Strategic Planning, Strategy, Retirement Planning, Financial Planning, Fixed Income, Financial Modeling, Financial Advisory, Asset Management
Education
Northeastern University 2014 — 2015
Master of Science (MS), Finance, General
University of Michigan 2001 — 2005
BBA Finance, Finance, General
Brandon Barnett's Wells Fargo Advisors Experience September 2006 - December 2006
Job Financial Analyst at Audatex
Industry Financial Services
Experience
Audatex October 2012 - Present
LPL Financial January 2012 - May 2012
Piper Jaffray January 2010 - June 2010
New England Pension Consultants January 2008 - June 2008
Wells Fargo Advisors September 2006 - December 2006
Skills
Access, Investment Banking, Oracle, Business Analysis, Finance, Cognos, Financial Modeling, Leadership, Microsoft Excel, Analysis, Corporate Finance, Microsoft Office
Education
Northeastern University 2007 — 2011
Audatex October 2012 - Present
LPL Financial January 2012 - May 2012
Piper Jaffray January 2010 - June 2010
New England Pension Consultants January 2008 - June 2008
Wells Fargo Advisors September 2006 - December 2006
Skills
Access, Investment Banking, Oracle, Business Analysis, Finance, Cognos, Financial Modeling, Leadership, Microsoft Excel, Analysis, Corporate Finance, Microsoft Office
Education
Northeastern University 2007 — 2011
robert scherzer's Wells Fargo Advisors Experience January 2009 - Present
Job vice president at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors January 2009 - Present
Merrill Lynch January 1993 - January 2009
Education
Northeastern University 1965 — 1970
b.s., Finance
Wells Fargo Advisors January 2009 - Present
Merrill Lynch January 1993 - January 2009
Education
Northeastern University 1965 — 1970
b.s., Finance
Leron Willins's Wells Fargo Advisors Experience February 2011 - December 2013
Job HR/Benefits & Accounting Professional
Industry Human Resources
Experience
TRANZACT December 2013 - Present
Wells Fargo Advisors February 2011 - December 2013
Caregivers Institute December 2009 - February 2012
Allstate September 2003 - October 2008
Skills
Human Resources, Customer Service, Data Entry, Accounts Payable, Accounting, General Ledger, Patient Outcomes, Payroll, QuickBooks, PeopleSoft, Accounts Receivable, Account Reconciliation, Journal Entries, Bookkeeping, Outlook, Budgets, Microsoft Word, Invoicing, Management
Education
North Carolina Central University 1997 — 2001
Bachelors, Accounting
TRANZACT December 2013 - Present
Wells Fargo Advisors February 2011 - December 2013
Caregivers Institute December 2009 - February 2012
Allstate September 2003 - October 2008
Skills
Human Resources, Customer Service, Data Entry, Accounts Payable, Accounting, General Ledger, Patient Outcomes, Payroll, QuickBooks, PeopleSoft, Accounts Receivable, Account Reconciliation, Journal Entries, Bookkeeping, Outlook, Budgets, Microsoft Word, Invoicing, Management
Education
North Carolina Central University 1997 — 2001
Bachelors, Accounting
Samuel J. Bennett, CFP®'s Wells Fargo Advisors Experience May 2009 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Wachovia Secutities October 2007 - May 2009
AG Edwards November 2003 - October 2008
Smith Barney February 2002 - October 2003
Skills
Retirement Planning, Investments, Investment Strategies, Finance, Customer Service, Public Speaking, Management, Strategic Planning, Mutual Funds, Series 7
Education
Northern Michigan University 1996 — 2000
BS Social Science History, Political Science
Wells Fargo Advisors May 2009 - Present
Wachovia Secutities October 2007 - May 2009
AG Edwards November 2003 - October 2008
Smith Barney February 2002 - October 2003
Skills
Retirement Planning, Investments, Investment Strategies, Finance, Customer Service, Public Speaking, Management, Strategic Planning, Mutual Funds, Series 7
Education
Northern Michigan University 1996 — 2000
BS Social Science History, Political Science
Lorenzo Chavez's Wells Fargo Advisors Experience 2007 - 2008
Job Project Director TRIO Programs
Industry Higher Education
Experience
Arizona State University September 2015 - Present
Primerica November 2014 - Present
Arizona State University February 2014 - September 2015
Pima Community College 2012 - 2014
The University of Arizona 2009 - 2011
Wells Fargo Advisors 2007 - 2008
Skills
Event Planning, Microsoft Office, Community Outreach, Leadership, Higher Education, Nonprofits, Public Speaking, Fundraising, Research, Grant Writing
Education
University of Arizona, Eller College of Management 2004 — 2008
Marketing
Northern Arizona University
Master of Education (M.Ed.), Higher Education Adminsitration
Arizona State University September 2015 - Present
Primerica November 2014 - Present
Arizona State University February 2014 - September 2015
Pima Community College 2012 - 2014
The University of Arizona 2009 - 2011
Wells Fargo Advisors 2007 - 2008
Skills
Event Planning, Microsoft Office, Community Outreach, Leadership, Higher Education, Nonprofits, Public Speaking, Fundraising, Research, Grant Writing
Education
University of Arizona, Eller College of Management 2004 — 2008
Marketing
Northern Arizona University
Master of Education (M.Ed.), Higher Education Adminsitration
John Mays's Wells Fargo Advisors Experience April 2007 - January 2008
Job Treasury Services Manager, VP at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wells Fargo January 2008 - August 2012
Wells Fargo Advisors April 2007 - January 2008
Wachovia, A Wells Fargo Company May 2005 - April 2007
Wal Mart January 2003 - May 2005
CSA Financial Group September 1999 - January 2003
Skills
Customer Service, Management, Time Management, Strength Training, Credit, Banking, Consumer Lending, Loans, Process Improvement, Customer Satisfaction, Retail Banking, Sales, Leadership, Financial Analysis, Risk Management, Cross Selling, Retail, Operations Management, Cross-functional Team..., Team Leadership, Analysis
Education
North Carolina Agricultural and Technical State University 1996 — 2001
Bachelor of Science, Business Management
Wells Fargo August 2012 - Present
Wells Fargo January 2008 - August 2012
Wells Fargo Advisors April 2007 - January 2008
Wachovia, A Wells Fargo Company May 2005 - April 2007
Wal Mart January 2003 - May 2005
CSA Financial Group September 1999 - January 2003
Skills
Customer Service, Management, Time Management, Strength Training, Credit, Banking, Consumer Lending, Loans, Process Improvement, Customer Satisfaction, Retail Banking, Sales, Leadership, Financial Analysis, Risk Management, Cross Selling, Retail, Operations Management, Cross-functional Team..., Team Leadership, Analysis
Education
North Carolina Agricultural and Technical State University 1996 — 2001
Bachelor of Science, Business Management
Jayson Alexander's Wells Fargo Advisors Experience February 2000 - Present
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Advisors February 2000 - Present
Credit Suisse February 1998 - January 2000
J.P. Morgan June 1995 - January 1998
Citi January 1993 - January 1996
Education
New York University
Master of Business Administration (M.B.A.)
Wells Fargo Advisors February 2000 - Present
Credit Suisse February 1998 - January 2000
J.P. Morgan June 1995 - January 1998
Citi January 1993 - January 1996
Education
New York University
Master of Business Administration (M.B.A.)
Brad Collins, CRPC's Wells Fargo Advisors Experience July 2015 - Present
Job Internal Retirement Consultant
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Prudential Financial November 2010 - July 2015
MetLife 2009 - 2010
Lincoln Financial Distributors 2007 - 2009
AXA Equitable 2006 - 2008
Skills
Series 6, Financial Services, Series 7, Series 63, Asset Allocation, Fixed Annuities, Mutual Funds, Investments, Insurance, Retirement Planning
Education
Northeastern University
Wells Fargo Advisors July 2015 - Present
Prudential Financial November 2010 - July 2015
MetLife 2009 - 2010
Lincoln Financial Distributors 2007 - 2009
AXA Equitable 2006 - 2008
Skills
Series 6, Financial Services, Series 7, Series 63, Asset Allocation, Fixed Annuities, Mutual Funds, Investments, Insurance, Retirement Planning
Education
Northeastern University
Fred Macholz's Wells Fargo Advisors Experience November 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
UBS Financial Services, Inc. November 2011 - November 2013
UBS Financial Services, Inc. March 1998 - November 2013
UBS Financial Services Inc March 1998 - November 2011
Skills
Wealth Management, Equities, Portfolio Management, Investments, Series 7, Fixed Income, Mutual Funds, Derivatives, Asset Management, Banking, Securities, Strategic Financial..., Asset Allocation
Education
North Carolina State University 1982 — 1987
BS, Economics
South Mecklenburg HS 1978 — 1981
Graduated from High School
Wells Fargo Advisors November 2013 - Present
UBS Financial Services, Inc. November 2011 - November 2013
UBS Financial Services, Inc. March 1998 - November 2013
UBS Financial Services Inc March 1998 - November 2011
Skills
Wealth Management, Equities, Portfolio Management, Investments, Series 7, Fixed Income, Mutual Funds, Derivatives, Asset Management, Banking, Securities, Strategic Financial..., Asset Allocation
Education
North Carolina State University 1982 — 1987
BS, Economics
South Mecklenburg HS 1978 — 1981
Graduated from High School
Lizeth Zeballos's Wells Fargo Advisors Experience March 2009 - August 2009
Job Paralegal at Mulkay & Rendo, P.C.
Industry Law Practice
Experience
Mulkay & Rendo, P.C. September 2005 - Present
NJCU Student Investment Management Group September 2008 - June 2010
Wells Fargo Advisors March 2009 - August 2009
Skills
Legal Research, Securities, Personal Injury, Finance, Legal Writing, Estate Planning, Corporate Law, Litigation, Bankruptcy, Legal Assistance, Civil Litigation, Commercial Litigation, Commercial Real Estate, Mediation, Employment Law, Trusts, Insurance
Education
New Jersey City University 2007 — 2009
Business Administration, Finance
Mulkay & Rendo, P.C. September 2005 - Present
NJCU Student Investment Management Group September 2008 - June 2010
Wells Fargo Advisors March 2009 - August 2009
Skills
Legal Research, Securities, Personal Injury, Finance, Legal Writing, Estate Planning, Corporate Law, Litigation, Bankruptcy, Legal Assistance, Civil Litigation, Commercial Litigation, Commercial Real Estate, Mediation, Employment Law, Trusts, Insurance
Education
New Jersey City University 2007 — 2009
Business Administration, Finance
Pasquale Errichiello's Wells Fargo Advisors Experience September 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Morgan Stanley Smith Barney 2010 - September 2013
Elizabeth's Pizza Italian Restaurant July 2008 - March 2010
Skills
Retirement Planning, Investments, Finance, Financial Services, Asset Allocation, Portfolio Management, Wealth, Business Planning, Financial Goals, Wealth Management, 401k Rollovers, Securities, IRAs, Mutual Funds, Retirement, Investment Advisory
Education
Indiana University - Kelley School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Indiana University - Kelley School of Business 2013 — 2016
Master of Science (M.S.), Finance
North Carolina State University 2005 — 2009
B.S., Business Finance
Bishop McGuinness Catholic High School 2001 — 2005
Wells Fargo Advisors September 2013 - Present
Morgan Stanley Smith Barney 2010 - September 2013
Elizabeth's Pizza Italian Restaurant July 2008 - March 2010
Skills
Retirement Planning, Investments, Finance, Financial Services, Asset Allocation, Portfolio Management, Wealth, Business Planning, Financial Goals, Wealth Management, 401k Rollovers, Securities, IRAs, Mutual Funds, Retirement, Investment Advisory
Education
Indiana University - Kelley School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Indiana University - Kelley School of Business 2013 — 2016
Master of Science (M.S.), Finance
North Carolina State University 2005 — 2009
B.S., Business Finance
Bishop McGuinness Catholic High School 2001 — 2005
Steve Frye's Wells Fargo Advisors Experience 2007 - Present
Job IT Manager at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors 2007 - Present
Wachovia January 2002 - September 2007
Wachovia, A Wells Fargo Company July 1995 - January 2002
Caron International January 1990 - June 1995
Skills
SDLC, Portfolio Management, Data Warehousing, Banking, Vendor Management
Education
Northern Illinois University 1974 — 1975
Computer Science
Kishwaukee College 1972 — 1973
Computer Science
Wells Fargo Advisors 2007 - Present
Wachovia January 2002 - September 2007
Wachovia, A Wells Fargo Company July 1995 - January 2002
Caron International January 1990 - June 1995
Skills
SDLC, Portfolio Management, Data Warehousing, Banking, Vendor Management
Education
Northern Illinois University 1974 — 1975
Computer Science
Kishwaukee College 1972 — 1973
Computer Science
Kyle Stebbins's Wells Fargo Advisors Experience Enrollment CounselorUniversity of PhoenixJune 2008 - November 2010
Job Personal Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Enrollment CounselorUniversity of PhoenixJune 2008 - November 2010
Enterprise Rent-A-Car June 2005 - June 2007
Bullhead City Elementary School District June 2003 - June 2005
Education
Northern State University 1999 — 2003
Bachelors of Science in Education, Elementry Education
University of Phoenix
Masters Degree in Business, Business Administration
Wells Fargo Advisors Enrollment CounselorUniversity of PhoenixJune 2008 - November 2010
Enterprise Rent-A-Car June 2005 - June 2007
Bullhead City Elementary School District June 2003 - June 2005
Education
Northern State University 1999 — 2003
Bachelors of Science in Education, Elementry Education
University of Phoenix
Masters Degree in Business, Business Administration
Patricia Stoltz's Wells Fargo Advisors Experience August 2001 - October 2012
Job
Industry Fund-Raising
Experience
Capital Public Radio October 2012 - Present
Wells Fargo Advisors August 2001 - October 2012
Edward Jones March 1999 - August 2001
Skills
Fundraising, Team Leadership, Business Development, Raiser's Edge, Customer Satisfaction, Customer Service, Problem Solving, Event Planning, Time Management, Data Analysis, Teamwork
Education
Northern Michigan University
B.S., Business - Management
Capital Public Radio October 2012 - Present
Wells Fargo Advisors August 2001 - October 2012
Edward Jones March 1999 - August 2001
Skills
Fundraising, Team Leadership, Business Development, Raiser's Edge, Customer Satisfaction, Customer Service, Problem Solving, Event Planning, Time Management, Data Analysis, Teamwork
Education
Northern Michigan University
B.S., Business - Management
Belen Tolesa's Wells Fargo Advisors Experience Client Service ConsultantWells Fargo Advisors2003 - 2012
Job CLIENT SERVICE CONSULTANT at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Client Service ConsultantWells Fargo Advisors2003 - 2012
Education
North Hennepin Community College
Associate of Arts and Sciences (AAS), Accounting
Wells Fargo Advisors Client Service ConsultantWells Fargo Advisors2003 - 2012
Education
North Hennepin Community College
Associate of Arts and Sciences (AAS), Accounting
Jerri McComb's Wells Fargo Advisors Experience October 2008 - June 2010
Job Banking Professional
Industry Banking
Experience
Bank of Oklahoma 2010 - 2012
Wells Fargo Advisors October 2008 - June 2010
Wachovia Securities Financial Network September 2007 - October 2008
A. G. Edwards & Sons, Inc. July 2001 - September 2007
Education
Oklahoma Wesleyan University 2013 — 2015
Bachelor's Degree, Business Administration and Management, General
Northeastern Oklahoma A&M College 1978 — 1979
General Studies, Accounting
Bank of Oklahoma 2010 - 2012
Wells Fargo Advisors October 2008 - June 2010
Wachovia Securities Financial Network September 2007 - October 2008
A. G. Edwards & Sons, Inc. July 2001 - September 2007
Education
Oklahoma Wesleyan University 2013 — 2015
Bachelor's Degree, Business Administration and Management, General
Northeastern Oklahoma A&M College 1978 — 1979
General Studies, Accounting
Daniel McShea's Wells Fargo Advisors Experience September 2009 - March 2011
Job Vice President at Westport Resources
Industry Financial Services
Experience
Westport Resources June 2012 - Present
Wells Fargo Advisors September 2009 - March 2011
A.G. Edwards June 1990 - September 2009
Skills
Wealth Management, Series 63, Mutual Funds, Securities, Asset Allocation, Retirement Planning, Portfolio Management, 401k, Equities, Investment Advisory, Investments, Asset Management, Insurance, Financial Analysis, Credit, Banking
Education
Niagara University 1966 — 1970
Bachelor of Science (BS) Commerce, Business Administration and Management, General
Utica free Academy--High School
Westport Resources June 2012 - Present
Wells Fargo Advisors September 2009 - March 2011
A.G. Edwards June 1990 - September 2009
Skills
Wealth Management, Series 63, Mutual Funds, Securities, Asset Allocation, Retirement Planning, Portfolio Management, 401k, Equities, Investment Advisory, Investments, Asset Management, Insurance, Financial Analysis, Credit, Banking
Education
Niagara University 1966 — 1970
Bachelor of Science (BS) Commerce, Business Administration and Management, General
Utica free Academy--High School
Pamela Riet's Wells Fargo Advisors Experience October 1999 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 1999 - Present
Wells Fargo Advisors October 1999 - Present
Merrill Lynch November 1995 - January 1999
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Series 63, Asset Allocation, Portfolio Management, Financial Planning, Financial Services
Education
New Mexico State University 1989 — 1995
Bachelor of Business Administration (B.B.A.), Doubled in Finance and Marketing
The University of New Mexico 1991 — 1992
Wells Fargo Advisors October 1999 - Present
Wells Fargo Advisors October 1999 - Present
Merrill Lynch November 1995 - January 1999
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Series 63, Asset Allocation, Portfolio Management, Financial Planning, Financial Services
Education
New Mexico State University 1989 — 1995
Bachelor of Business Administration (B.B.A.), Doubled in Finance and Marketing
The University of New Mexico 1991 — 1992
Mathew Cousin's Wells Fargo Advisors Experience 2008 - 2012
Job Investment Account Research Spec.
Industry
Experience
US Bancorp Investment Inc March 2014 - Present
Wells Fargo Advisors 2008 - 2012
Skills
Securities, Finance, Credit, Insurance, Banking, Financial Advisory, Strategic Financial..., Financial Analysis, Microsoft Office, Investments, Financial Services, Process Improvement, Mutual Funds, Customer Service, Loans, Mortgage Lending, Retail Banking, Call Centers, Wealth Management
Education
Normandale Community College 2011 — 2013
Associate of Arts (AA)
US Bancorp Investment Inc March 2014 - Present
Wells Fargo Advisors 2008 - 2012
Skills
Securities, Finance, Credit, Insurance, Banking, Financial Advisory, Strategic Financial..., Financial Analysis, Microsoft Office, Investments, Financial Services, Process Improvement, Mutual Funds, Customer Service, Loans, Mortgage Lending, Retail Banking, Call Centers, Wealth Management
Education
Normandale Community College 2011 — 2013
Associate of Arts (AA)
Jimmy Sanders-Cannon's Wells Fargo Advisors Experience June 2013 - July 2013
Job
Industry
Experience
Timbercreek Asset Management September 2014 - December 2014
CMP.LY June 2014 - August 2014
MedImpact Healthcare Systems, Inc. June 2013 - July 2013
Wells Fargo Advisors June 2013 - July 2013
Skills
Management Consulting, Customer Service, Windows, PowerPoint, Policy Analysis, Research, Microsoft Excel, Microsoft Office, Outlook, Writing, Microsoft Word, Financial Accounting, iPhone
Education
New York University 2012 — 2016
Bachelors of Arts in Economics
Timbercreek Asset Management September 2014 - December 2014
CMP.LY June 2014 - August 2014
MedImpact Healthcare Systems, Inc. June 2013 - July 2013
Wells Fargo Advisors June 2013 - July 2013
Skills
Management Consulting, Customer Service, Windows, PowerPoint, Policy Analysis, Research, Microsoft Excel, Microsoft Office, Outlook, Writing, Microsoft Word, Financial Accounting, iPhone
Education
New York University 2012 — 2016
Bachelors of Arts in Economics
Aubrey Parker's Wells Fargo Advisors Experience 1997 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors 1997 - Present
United States Air Force August 1977 - October 1995
Skills
Leadership, Sales, Microsoft Office
Education
North Carolina Central University 1973 — 1977
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Wells Fargo Advisors 1997 - Present
United States Air Force August 1977 - October 1995
Skills
Leadership, Sales, Microsoft Office
Education
North Carolina Central University 1973 — 1977
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Wayne Hewett's Wells Fargo Advisors Experience September 2007 - September 2011
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank, NA November 2013 - Present
Merrill Lynch September 2011 - November 2013
Wells Fargo Advisors September 2007 - September 2011
Bank of America September 2004 - September 2007
Education
North Carolina State University
JP Morgan Chase Bank, NA November 2013 - Present
Merrill Lynch September 2011 - November 2013
Wells Fargo Advisors September 2007 - September 2011
Bank of America September 2004 - September 2007
Education
North Carolina State University
andre ervin's Wells Fargo Advisors Experience July 2004 - September 2011
Job Logistics Associate at UPS
Industry Banking
Experience
UPS September 2000 - Present
Wells Fargo Advisors July 2004 - September 2011
SunTrust Bank November 2002 - July 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Teaching, Public Speaking
Education
US Army Quartermaster Officer Basic Course 1992 — 1992
Officer training, Quartermaster, 0-1
Norfolk State University 1986 — 1991
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
UPS September 2000 - Present
Wells Fargo Advisors July 2004 - September 2011
SunTrust Bank November 2002 - July 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Teaching, Public Speaking
Education
US Army Quartermaster Officer Basic Course 1992 — 1992
Officer training, Quartermaster, 0-1
Norfolk State University 1986 — 1991
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America