Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Wells Fargo Advisors 1999 - Present
Skills
Insurance, Financial Services
Education
Oregon State University
First Bank (FBNC) March 2014 - Present
BB&T February 2011 - March 2014
Wells Fargo Advisors January 2010 - February 2011
Wachovia Securities Financial Network March 2006 - February 2011
Skills
Mortgage Lending, Loans, Credit, Loan Origination, Mortgage Banking, Refinance, FHA, Credit Analysis, Banking, Consumer Lending, Residential Mortgages, Commercial Lending
Education
University of North Carolina at Wilmington 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Otterbein College 2000 — 2001
None, General Studies
Wells Fargo Advisors July 2008 - Present
Smith Barney September 1997 - July 2008
Education
Oklahoma City University 1996 — 1999
BS, Business
Florida Department of Transportation November 2011 - Present
Swiss Re April 2010 - November 2011
Wells Fargo Advisors February 2010 - April 2010
ConocoPhillips November 2009 - February 2010
PepsiCo - Frito Lay November 2007 - November 2009
Satyam Computers 2002 - 2007
Skills
Informatica, ETL, Data Warehousing, DB2, Oracle, PL/SQL, Unix Shell Scripting, SQL, Unix, SDLC, Data Modeling, Teradata, Business Objects, Requirements Analysis, Microsoft SQL Server, Solaris, Web Services, SOA, Enterprise Architecture, Agile Methodologies, SSRS, Linux, Data Integration, Software Project..., Visio, XML, SSIS, Databases, Business Intelligence, Java, Solution Architecture, Weblogic, COBOL, Dimensional Modeling, Erwin, Software Development, Visual Studio, Integration, Shell Scripting, Cognos, Master Data Management, Data Warehouse..., Toad, Crystal Reports, AIX, Data Quality, Java Enterprise Edition, Visual Basic, Quality Center, Data Migration
Education
Osmania University 2002 — 2004
Master's degree, Computer Science
Osmania University 1999 — 2002
Bachelor of Science (BSc), Computer Science
Jagruthi Degree College
J.P. Morgan Chase Bank N.A. November 2014 - Present
Wells Fargo Advisors April 2014 - October 2014
Education
Oakland University 2010 — 2012
Bachelor's degree
Wells Fargo Advisors May 2004 - Present
Skills
Retirement Planning, Investments, IRAs, Series 7, Life Insurance, Wealth Management..., Wealth Management, Mutual Funds, Investment Advisory, Series 63, Retirement, Strategic Financial..., Asset Allocation, Portfolio Management, Securities, Financial Advisory, Uniform Combined State..., Investment Strategies, Principal Securities..., Finance, 401k Rollovers, Series 65, Fixed Annuities
Education
Old Dominion University
Abraham & Co. Inc. June 2012 - Present
Pacific Tank & Energy January 2011 - April 2012
Wells Fargo Advisors September 2008 - March 2011
Skills
Portfolio Management, Investments, Equities, Asset Management, Fixed Income, Wealth Management, Hedge Funds, Asset Allocation, Alternative Investments, Financial Modeling, Mutual Funds, Capital Markets, Valuation, Financial Analysis, Investment Strategies, Derivatives, Private Equity, Investment Banking, Strategic Financial..., Corporate Finance, Investment Advisory, Risk Management
Education
Pacific Lutheran University
Bachelor of Business Administration (BBA), Finance
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors November 2008 - October 2011
Edward Jones 2003 - 2008
Education
Olivet Nazarene University
BA, Management
Southern Illinois University, Carbondale
MBA, Management Information Systems
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors June 2013 - May 2014
Wells Fargo Advisors January 2009 - June 2013
Wachovia Securities Financial Network April 2007 - January 2009
Bank of America October 2005 - April 2007
Skills
Business Planning, Fundamental Analysis, Business Strategy, Business Development, Building Relationships, Strategic Planning, Microsoft Word, CRM, Business Analysis, Personal Finance, Microsoft Office, Interest Rate..., Strategy, Financial Accounting, Equity Valuation, Finance
Education
Nova Southeastern University
Master of Business Administration (MBA), Finance, General
Wells Fargo Advisors Financial Network June 2011 - Present
Wells Fargo Advisors January 2008 - June 2011
AG Edwards & Sons January 1986 - January 2008
Skills
401(k) Rollovers, Equities, Retirement Planning, Fixed Income, Fixed Income Strategies, Tax-Efficient Strategies, Investments, Financial Planning, Portfolio Management, Mutual Funds, Wealth Management, Financial Advisory, Estate Investment..., Wealth-Preservation..., Securities, Finance, Financial Risk, Series 7, Financial Analysis, Asset Allocation
Education
University of Tulsa
Master of Business Administration (MBA), Finance
Oklahoma State University
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors January 2010 - Present
Dan O'Meilia Antiques, LLC March 2006 - December 2009
M.S. Rau Antiques December 1989 - January 2006
Mid-America Pipeline (MAPCO) September 1985 - December 1989
Reading & Bates Offshore Drilling Company (now Transocean) August 1984 - August 1985
Arthur Young & Co (now Ernst and Young) July 1983 - May 1984
Education
Oklahoma State University 1977 — 1983
Bachelor of Science, Accounting
Bishop Kelley High School, Tulsa, OK 1973 — 1977
Wells Fargo Advisors December 1991 - Present
Wells Fargo Advisors December 1991 - Present
Vopatek and Asoociates, Inc. March 1978 - December 1991
Skills
Registered Associate of..., Team Building, Investments, Public Speaking, Project Management, Customer Service, Microsoft Office, Finance, Change Management, Risk Management, Portfolio Management
Education
Northwestern University - Kellogg School of Management 1975 — 1978
Master of Business Administration (MBA), Finance and Marketing
United States Military Academy at West Point 1959 — 1963
Bachelor of Science (BS), Military Engineering
DCO Wealth Managment, Inc. October 2009 - Present
Wells Fargo Advisors July 2007 - October 2009
Education
University of California, San Diego 1987 — 1990
B.A., Economics, photography
Palomar College
The Way Investment Advisors, LLC. April 2010 - Present
Kirtland Hornets Varsity Football Team March 2007 - 2014
Wells Fargo Advisors May 2008 - May 2010
Morgan Stanley February 2006 - May 2008
Merrill Lynch March 2000 - February 2006
Skills
Alternative Investments, Portfolio Management, Investments, Wealth Management..., Capital Markets, Loans, Investment Banking, Finance, Investment Strategies, Private Equity, 401k, Retirement, Strategic Financial..., Financial Services, Mentoring, Estate Planning, Mergers & Acquisitions, Management, Financial Planning, Wealth Management
Education
Ohio Northern University 1986 — 1990
BSBA, Finance, Public Relations
Wells Fargo Advisors March 2000 - Present
Edward Jones October 1994 - April 2000
Skills
Retirement Planning, Asset Allocation, Financial Advisory
Education
Ohio University 1986 — 1990
Wells Fargo Advisors September 2009 - Present
Washington Mutual April 2003 - September 2009
Phillips and Company Wealth Strategies March 1999 - March 2003
Skills
Financial Guidance, Investments, Insurance, Finance, Financial Advisory, Wealth Management, Series 7, Series 63, Mutual Funds, Retirement, Mortgage Lending, Customer Service, Financial Planning, Banking, Retirement Planning, Portfolio Management, Asset Allocation, Credit
Education
Oregon State University 1994 — 1998
Bachelor of Arts (B.A.), Speech Communication
Wells Fargo January 2015 - Present
Wells Fargo Advisors October 2014 - Present
Wells Fargo January 2014 - January 2015
Strategy Insights October 2012 - December 2013
Skills
Teamwork, Java Enterprise Edition, Microsoft SQL Server, Financial Reporting, Business Analysis, IT Solutions, Sales, Negotiation, Lead Generation, Investments, Alternative Investments, Management Consulting, Team Leadership, Microsoft Office, Market Research, CRM, New Business Development, Online Marketing
Education
Oxford Brookes University 2010 — 2011
Master of Science (MSc), International Business Economics
Shahid Beheshti University 2003 — 2008
Bachelor of Science (BSc), Electrical Engineering - Electronics
Trutina Financial November 2011 - Present
Randall S. Linde and Associates - Ameriprise Financial Services, Inc. June 2011 - November 2011
Wells Fargo Advisors January 2005 - September 2010
American Express Financial Advisors October 2001 - May 2005
Skills
MoneyGuidePro, Morningstar Workstation, Morningstar Direct, NaviPlan, NetX360, Schwab Institutional, Envision, Thomson InvestmentView, Portfolio Center, Mind Mapping, Junxure
Education
Pacific Lutheran University 1996 — 2000
Bachelor of Arts, Political Science and Environmental Studies
Washington State Life
Washington State Notary Public
Wells Fargo Advisors October 2014 - Present
Merrill Lynch 2012 - 2014
ICON Health Solutions 2011 - 2012
Sales and Consulting 2009 - 2012
Professional Golf 1998 - 2009
Skills
Business Development, Product Launch, Business and Strategic..., Developing Relationships, Marketing Strategies, Key Account Development, Customer Needs..., Distributor Management, Customer Service, Financial Reporting, Market Analysis, Team Leadership, Employee Development
Education
Northwestern University 1994 — 1998
Bachelor of Applied Science (BASc), Learning and Organizational Change
Legal Aid Service of Broward County, Inc. July 2015 - Present
St Thomas University August 2014 - Present
Eleventh Judicial District May 2015 - July 2015
JPMorgan Chase October 2011 - August 2014
Wells Fargo Advisors June 2011 - October 2012
Nova Southeastern University August 2011 - September 2012
St Thomas University August 2009 - December 2009
Ministry of Public Administration May 2009 - August 2009
Ministry of Public Administration May 2009 - August 2009
P.A.C.T - People Acting for the Community Together August 2008 - May 2009
Skills
Marketing, Team Building, Accounting, Analysis, Management, Finance, Training, Banking, Sales, Customer Service, Social Networking, Financial Analysis, Administration, Leadership, Microsoft Excel, Social Media, Strategic Planning, PowerPoint, Outlook, Entrepreneurship, Public Speaking
Education
St. Thomas University School of Law 2014 — 2017
Doctor of Law (JD), Tax Law/Taxation
Nova Southeastern University 2010 — 2012
MBA, FINANCE
St Thomas University 2007 — 2010
BA, FINANCE
St. Thomas University 2007 — 2010
2010 Bachelor; Bachelor, Finance and International Business; Hospitality Management; Business Management
Webber International University 2006 — 2006
Dunross
Wells Fargo Advisors June 2012 - Present
Wells Fargo January 2009 - June 2012
Wachovia 2007 - 2009
Wachovia 2000 - 2007
First Union National Bank 1992 - 2000
Skills
Wealth Management, Series 7, Asset Allocation, Securities, Retirement Planning, Investments, Credit Risk, Investment Management, Strategic Financial..., Equities, Commercial Banking, Portfolio Management, Credit Analysis, Investment Advisory, Loans
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Securities Industry Institute
Wake Forest University - Babcock Graduate School of Management 1990 — 1992
MBA, Management & Corporate Finance
Ohio Wesleyan University 1982 — 1986
BA, Psychology, Minor in Economics
Wells Fargo Advisors September 2004 - Present
UBS Wealth Management April 2000 - August 2004
J.B. Hanauer @ Co. January 1982 - March 2000
Skills
Certified Financial..., Series 7, Retirement Planning, Wealth Management, Investments, Investment Advisory, Securities, Series 63, Mutual Funds, Asset Allocation, Portfolio Management, Retirement, Asset Management, Series 24, Series 65, MSRB
Education
Temple University - Fox School of Business and Management 1978 — 1980
Master of Business Administration (MBA), Finance & Marketing
Penn State University 1974 — 1978
Bachelor of Science (B.S.), Biology, General
Commercial Property Investors, LLC May 2014 - Present
Wells Fargo Advisors 2010 - 2013
Business Capital Group 2007 - 2010
Equifirst Corp 2003 - 2007
A.I. Credit Companies (AIG subsidiary) / Home Equity Stores, Inc / North Carolina Mortgage Funding 1997 - 2003
Skills
Leadership, Management, Portfolio Management, Investments, Relationship Management, Commercial Real Estate, Asset Valuation, Asset Management, Real Estate Acquisitions, Capital Investment..., Capital Planning &..., Capital Raises, Capital Structures, Cash Flow Projections, Collaborative Leadership, Commercial Real Estate..., Due Diligence, Financial Management, Investment Management, Investment Properties, Loan..., Macro & Micro Economics, Negotiations, New Developments, P&L Management, Profitability Analysis, Property Valuations, Real Estate Developments, Real Estate Investments, Real Estate Transactions, Reporting & Analysis, Revenue Projections, Staff Development, Strategic Communications, Strategic Planning, Training, Sales, Negotiation, Public Speaking, Team Building, Strategy, Marketing, Microsoft Office, Consulting
Education
Oakwood College
Finance
Strayer University
BA in Finance & Marketing
Wells Fargo Advisors December 2012 - Present
ING Investment Management September 2003 - December 2010
ING Investment Management September 2003 - December 2005
Morgan Stanley July 2002 - August 2003
Abercrombie and Fitch September 2001 - July 2002
The Martz Agency October 2000 - August 2001
Superior Court of Arizona May 2000 - September 2000
Skills
Business Development, Investments, Sales, Management, Mutual Funds, Asset Allocation, Financial Advisory, Insurance, Selling
Education
Penn State University 1995 — 1999
B.A., Administration of Justice/Sociology
Rijks Universiteit Leiden 1998 — 1998
Summer 1998, Administration of Justice
http://www.researchgate.net/profile/Chad_Hatten/ ownerhttp://www.researchgate.net/profile/Chad_Hatten/ownerhttp://www.researchgate.net/profile/Chad_Hatten/ownerhttp://www.researchgate.net/profile/Chad_Hatten/ownerhttp://www.researchgate.net/profile/Chad_Hatten/October 2009 - Present
Wells Fargo Advisors May 1999 - April 2008
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling
Education
Northwestern University 1990 — 1994
Master of Business Administration (MBA), Finance, General, 4.0
Elsevier March 2013 - December 2013
Wells Fargo Advisors November 2012 - March 2013
Toyota Motor Sales June 2011 - August 2012
Toyota Motor Sales November 2007 - June 2011
Toyota Motor Sales U.S.A., Inc. November 2004 - November 2007
Mattel 2002 - 2002
CarsDirect.com November 1999 - August 2001
KPMG March 1998 - November 1999
TRW Space & Electronics June 1996 - March 1998
Skills
Forecasting, Financial Modeling, Financial Planning, Pricing, Budgeting, Strategic Planning, Investments, Pension Administration, Cost Accounting, Cost Benefit, Variance Analysis, Essbase, Managerial Finance, Financial Metrics, Strategic Financial..., Budgets, Cross-functional Team..., Accounting, Strategy, Financial Analysis, Analysis, Finance, Process Improvement, Management, Leadership, Business Strategy, Corporate Finance, Financial Forecasting, Business Analysis, Business Process..., Business Planning, Competitive Analysis, Financial Reporting, Portfolio Management
Education
UCLA Anderson School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA, Concentration in Finance/Investments
Scripps College 1993 — 1996
B.A., Economics
Occidental College 1989 — 1991
BA, Economics
Bensalem High School
Wells Fargo Advisors April 2003 - Present
Prudential Financial October 1989 - April 2003
Skills
Retirement, Team Leadership, VBA, Securities, Financial Services, Fixed Income, SDLC, Risk Management, Management, Business Analysis, Series 7, Trading, Equities
Education
Pace University - Lubin School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Pace University 1989 — 1992
Bachelor of Science (B.S.), Management Information Systems, General
Enterprise Holdings Inc. January 2012 - Present
Wells Fargo Advisors April 2011 - January 2012
SeaWorld : Anheuser Busch Entertainment December 2009 - May 2011
StarrBQ 1980 - 2011
Anheuser-Busch Companies 2005 - 2010
Anheuser-Busch May 2005 - November 2009
SBC / AT&T December 1999 - May 2006
XTRA Corporation March 1995 - October 1999
Washington University Law School June 1994 - March 1995
ACR Inc October 1987 - June 1994
Skills
Unix, Data Warehousing, SQL, Databases, Unix Shell Scripting, ETL, Teradata, Business Intelligence, System Administration, Operating Systems, Troubleshooting, Software Development, Visual Basic, Performance Tuning, Testing, Technical Support, Networking, System Deployment, Security, DNS, Data Migration, Windows, Process Improvement, Shell Scripting
Education
St. Louis Community College 1983 — 1984
Webster University 1981 — 1982
Liberal Arts
Ottawa University 1979 — 1980
Dürr March 2015 - Present
Stant USA Corporation May 2014 - January 2015
Faurecia February 2013 - May 2014
Wells Fargo Advisors July 2012 - December 2012
FLEX-N-GATE August 2011 - November 2011
Skills
Process Improvement, Purchasing, SAP, Microsoft Office, Marketing Strategy, Project Management, Microsoft Excel, Automotive, Team Building, Project Planning, Time Management
Education
University of Michigan-Flint 2015 — 2018
Master’s Degree, Computer Science
Oakland University 2011 — 2015
Bachelor of Science (B.S.), Finance, General, 3.44
AXA Advisors March 2012 - Present
Ohio Treasury Department September 2011 - December 2011
Wells Fargo Advisors May 2011 - August 2011
Ohio Treasurer Josh Mendel's Office January 2011 - May 2011
Skills
Wealth Management, Financial Planning, Investment Services, Investment Planning, Financial Services, Insurance Planning, Long-Term Care Planning..., Retirement Planning, Education Planning..., Risk Management, Wealth Preservation..., Tax-Efficient Investing..., Tax-Deferred Investment..., Pension Distribution..., IRA Distribution..., 401(k) Distribution...
Education
Ohio Wesleyan University 2008 — 2012
BA, Economics and Accounting
St. Ignatius High School 2004 — 2008
Wells Fargo Advisors 2008 - Present
Wachovia Securities 2000 - 2008
Mobil Oil Credit Finance Corporation National Bank 1996 - 2000
Mobil Oil Corporation 1993 - 1996
Mobil Oil Corporation 1991 - 1993
Mobil Oil Corporation 1980 - 1991
Skills
Profit & Loss Management, Operations Management, Service Management, Cost Reduction, Process Improvement, Vendor Management, Call Center, Change Management, Call Centers, Mergers & Acquisitions, Strategic Planning, Banking, Financial Services, Management, Start-ups, Leadership, Finance, Budgets, Investments, Sales, Risk Management
Education
Northwestern University - Kellogg School of Management 1979 — 1980
MBA, Operations and Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1976 — 1979
BS, Business Administration
Wells Fargo Advisors September 2012 - Present
Flagstar Bank September 2010 - August 2012
Ronald Blue and Co. January 2011 - April 2011
SunTrust Bank December 2006 - August 2010
Education
Oglethorpe University 2010 — 2011
Certification In Financial Planning
Reinhardt University 2003 — 2006
Bachelor of Science, Business Administration/Finance
Wells Fargo July 2015 - Present
Wells Fargo March 2014 - June 2015
Wells Fargo January 2013 - February 2014
LPL Financial June 2011 - October 2011
Wells Fargo Advisors December 2009 - April 2011
Wells Fargo Advisors April 2007 - May 2009
Wachovia Bank September 2006 - March 2007
Wachovia Bank November 2003 - August 2006
Wachovia Bank October 1999 - October 2003
Skills
Banking, Financial Services, Training, Asset Managment, Project Management, Business Analysis, Process Improvement, User Acceptance Testing, Qualified Retirement..., Team Leadership, Brokerage, Wystar, Customer Service, Call Center, Account Maintenance, Peer Mentoring, Securities, Investments, Lotus Notes, Microsoft Office, Microsoft Word, Microsoft Excel, SharePoint, Outlook, Accounting, Bookkeeping, Youth Ministry, Youth Mentoring, Volunteering, Retirement, Defined Contribution, Defined Benefit, Deferred Compensation, Roth IRA, Fusion
Education
Brookstone College of Business 2001 — 2002
Diploma, Information Technology Systems
Pace University 1992 — 1996
Bachelor, Office Information Systems
Employer Engagement Center
VasoHealthcare August 2013 - Present
GE Healthcare September 2010 - August 2013
Wells Fargo Advisors April 2010 - August 2010
Financial Security Consultants, Inc. July 2001 - April 2010
Skills
Business Development, Analysis, Business Process..., Capital Equipment, Change Management, Customer Service, Financial Analysis, Forecasting, Healthcare, Healthcare Information..., Healthcare Management, Hospitals, Leadership, Management, Project Management, Strategy
Education
College of Notre Dame of Maryland 1994 — 1996
BA
Wells Fargo Advisors April 2011 - Present
Skills
Investments, Retirement Planning, Leadership, Securities, Insurance, Long-term Care
Education
Ohio Dominican University 2004 — 2005
M.B.A, Finance and Economics
West Virginia University Institute of Technology 1999 — 2002
B.S. Computer Science and Math, Computer Science
West Virginia Wesleyan College 1997 — 1999
Edward Jones March 2014 - Present
Wells Fargo Advisors January 2013 - November 2013
Education
Oklahoma State University
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
University of Tulsa
Wells Fargo Advisors January 1925 - January 1930
JPMorgan Chase & Co. January 1915 - January 1925
Morgan Stanley February 1905 - February 1915
Financial Marketing Group March 1904 - March 1905
Resource Asset Planning April 1903 - March 1904
Education
Pace University-Pleasantville/Briarcliff Campus
2U February 2015 - Present
2U May 2014 - February 2015
2U August 2013 - May 2014
2U August 2012 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Emerson Human Capital Consulting May 2011 - August 2011
Skills
Microsoft Office, Organization, Critical Thinking, Communication, Problem Solving, Project Management, Data Analysis, Relationship Management
Education
Penn State University 2015 — 2019
Bachelor's Degree, Business Administration, Management and Operations
Princeton University 2009 — 2013
Astrophysics
Phillips Exeter Academy 2005 — 2009
High School
Gorilla Capital August 2009 - January 2011
Wells Fargo Advisors 2007 - 2009
Triple A RV Center, Inc 2003 - 2007
Hewlett-Packard 1997 - 2003
Skills
Team Building, Project Coordination, Production Planning, Financial Analysis, Real Estate Investment, Microsoft Excel, Sales, Customer Service, Mortgage Banking, Financial Planning, Asset Management, Interpersonal..., Intercultural Skills, Eye for Details, Portfolio Management, Economics, Lean Manufacturing
Education
Oregon Institute of Technology 2014 — 2017
Bachelor's Degree, Renewable Energy Engineering
Portland Community College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General
Wells Fargo Advisors May 2000 - Present
Skills
401(k) Rollovers, Risk Management, Retirement Planning, Asset Allocation, Estate Investment..., Strategic Planning, Mutual Funds, High Net Worth..., IRAs, Alternative Investments, Stock Analysis, Investment Planning, Life Insurance, Deferred Compensation..., Concentrated Stock..., Investments
Education
Old Dominion University 1969 — 1972
Wells Fargo Advisors 1983 - Present
Education
Olivet College
Business Program
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors February 2014 - July 2015
Wells Fargo Advisors November 2012 - February 2014
JPMorgan Chase May 2010 - June 2012
BMW of North America, LLC May 2008 - April 2010
Skills
Customer Service, Customer Satisfaction, Leadership, Financial Analysis, Finance, Microsoft Office, PowerPoint, Insurance, Retirement Planning, Investments, Financial Services, Mutual Funds, Management
Education
Ohio Dominican University 2010 — 2012
Masters, Master of Business Administration
The Ohio State University 2003 — 2008
Bachelor of Arts, International Studies; Global Economies and Business
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2009 - March 2013
Citigroup Global Markets January 2007 - June 2009
UBS Financial Services January 2004 - January 2007
Merrill Lynch February 2000 - January 2003
Banc One Securities April 1999 - September 1999
Skills
Series 7, Series 63, Life Insurance, Trading, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Securities, Series 65, Alternative Investments, Investment Strategies, Asset Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds
Education
Wayne State University
Business
Oakland Community College
Business
LederMark Communications LLC September 2012 - April 2013
Wells Fargo Advisors 2008 - 2010
Wachovia Securities 2007 - 2008
Wachovia Securities 2005 - 2007
Wachovia Securities 1994 - 2005
Wachovia Securities 1988 - 1994
Butcher & Singer Inc. 1979 - 1988
Skills
Advertising, Finance, Newsletters, Public Speaking, Marketing, Management, Recruiting, Program Management, Mergers & Acquisitions, Banking, Human Resources
Education
Virginia Commonwealth University - School of Business 1999 — 1999
MBA Executive Development Program
Peirce College 1971 — 1973
A.B.S., Business
Bank of America November 2012 - Present
Wells Fargo Advisors December 2010 - April 2012
McDonald Investments 1995 - 2007
International Management Group May 1979 - May 1995
Walthall, Drake & Wallace LLP CPAs June 1976 - May 1979
Education
Ohio University 1972 — 1976
B.A., Accounting
Laphroaig March 2004 - Present
Cocabola October 2001 - Present
NASA Langley Research Center November 1994 - Present
AXA 1980 - 2013
Marriott Courtyard, Charleston, SC 2011 - 2011
YMCA 2005 - 2011
Tech Side Line 2000 - 2011
Wells Fargo Advisors 1982 - 2011
Venture Investment Properties Group, Inc 2007 - 2010
Sierra Club of Virginia 1990 - 2010
Skills
Analysis, Consulting, Investments, Management, Microsoft Office, Program Management, Process Improvement, Project Management, Public Speaking, Research, Strategic Planning, Strategy, Team Building, Technical Writing
Education
Virginia Polytechnic Institute and State University 1960 — 1963
BSME, Engineering
Old Dominion University 1958 — 1960
transferred, Mechanical Engineering
Newport News High School
Graduate
Ingersoll Rand 2015 - Present
Wells Fargo Advisors 2011 - 2014
Wells Fargo 2009 - 2011
Wachovia Securities, LLC 2006 - 2010
Bank of America 2001 - 2006
Bank of America 2000 - 2001
Bank of America 1996 - 2000
Bank of America 1993 - 1996
Bank of America 1991 - 1993
Bank of America 1990 - 1991
Skills
Customer Experience..., Customer Experience, Process Improvement, Relationship Management, Financial Services, Banking, Finance, Investments, Risk Management, Retirement, Portfolio Management, Series 7, Credit, Analytics, Business Statistics, Strategy, Leadership, Analysis
Education
Old Dominion University - College of Business and Public Administration
Master of Business Administration (M.B.A.), Finance
Old Dominion University
Bachelor's Degree, Business Administration/Finance
Chrysler Group LLC August 2014 - Present
Chrysler Group LLC January 2012 - August 2014
Chrysler Group LLC February 2011 - January 2012
Chrysler Group LLC April 2010 - February 2011
Wells Fargo Advisors January 2009 - March 2010
Skills
Variance Analysis, Finance, Purchasing, Financial Analysis, Forecasting, Automotive, Budgets, Leadership, Microsoft Excel, Analysis
Education
Walsh College of Accountancy and Business Administration 2012 — 2015
MBA/MSF, International Business
Oakland University 2005 — 2009
Bachelor of Science, Finance
Prudentials Corporate Centers Human Resources June 2014 - Present
Wells Fargo Advisors June 2007 - June 2014
First Union / Wachovia April 2003 - June 2007
Pantone LLC 2001 - 2003
Executives Network, Ramsey,NJ 2001 - 2002
Longetvity Institute International 1999 - 2000
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Concur, Travel Arrangements, Outlook, Data Entry, Spreadsheets, Office Management, Fax, Lotus Notes, Confidentiality, Invoicing, Calendars, Calendaring, Microsoft Office 2007, Event Planning, Expense Reports, Travel Planning, Time Management, Wordperfect, Executive Support, Administrative..., Executive..., Account Reconciliation, Filing, Management, Marketing, Employee Relations, Office Administration, Teamwork, Administrative Work, Sales, Human Resources, Recruiting, Banking, Telephone Skills, Executive Level..., Expenses, Event Management, Meeting Scheduling, Administrative..., Training, Credit, Leadership, Administration, Onboarding, Coaching
Education
Pace University - Lubin School of Business 2003 — 2005
Bachelor of Business Administration (BBA), Human Resources Management and Services
Bergen Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.), Liberal Arts and Sciences, General Studies and Humanities
School of Visual Arts 1997 — 1999
Graphic Design
Computer Learning Center 1995 — 1996
Diploma, General Computer Programming
Helma Institute of Massage Therapy
LMT, Massage Therapy/Therapeutic Massage
Wells Fargo Advisors, 2009 - Present
Smith Barney 2005 - 2009
Legg Mason 1998 - 2005
Skills
Mutual Funds, Investment Strategies, Retirement Planning, 401k, Securities, Financial Services, 401k Rollovers, Tax - Efficient..., Bonds, Annuities
Education
Penn State University 1992 — 1995
Bachelor of Science (B.S.), Smeal College of Business
Conestoga High School 1988 — 1991
Wells Fargo Advisors September 1991 - Present
Skills
Investments, Finance, Insurance, Retirement Planning, Mutual Funds, Wealth Strategies, Financial Advisory
Education
Oregon State University 1983 — 1988
Bachelor of Science, Finance
U.S. Bancorp Investments, Inc. March 2014 - Present
Wells Fargo Advisors July 2013 - March 2014
Fifth Third Bank/Securities August 1999 - July 2013
American General Finance December 1994 - August 1999
Education
Ohio University 1988 — 1993
Bachelor of Arts (BA), Political Science-Prelaw
Wells Fargo Advisors August 2013 - Present
Davidson Hotels & Resorts January 2009 - August 2013
Davidson Hotels & Resorts October 2006 - January 2009
Catawba Island Club May 2004 - October 2006
Skills
Banquets, Food & Beverage, Catering, Customer Satisfaction, Restaurants, Food, Hotels, Wine
Education
The Ohio State University 2000 — 2004
Bachelor of Science (BS), Hospitality Management
Ohio Wesleyan University 1998 — 1999
Wells Fargo Advisors May 2009 - Present
Wachovia Securities June 2003 - May 2009
Education
Oklahoma State University 1976 — 1980
Bachelor's degree, Finance, General
Wells Fargo Advisors March 1991 - Present
Skills
401k Rollovers, Concentrated Stock..., Financial Advisory, Fixed Income, Insurance, Investments, Stock Market Analysis, Wealth Management, Financial Services, Portfolio Management, Strategic Planning, Estate Planning, Equities, Microsoft Office, Bonds, Asset Management, Budgets, Finance, Mutual Funds, Retirement Planning
Education
Ohio Wesleyan University 1980 — 1984
BA, ECONOMICS
spfhs
LPL Finanical March 2014 - Present
U.S. Bancorp Investments Inc and U.S. Bancorp Insurance Services, LLC March 2012 - February 2014
Wells Fargo Advisors May 2006 - March 2012
Skills
Retirement Planning, 401k Rollovers, Estate Planning, Life Insurance, Asset Managment, Comprehensive Planning, Wealth Management, Finance, Insurance, Investments
Education
Oregon State University
Linn Benton Community College
Jefferson High School
SAP Capital Management, LLC September 2013 - Present
SAP Trading Company, LLC August 2009 - Present
Wells Fargo Advisors July 2011 - August 2013
Proctor Enterprises, INC January 1999 - October 2010
Skills
Strategic Planning, Team Building, Investments, Risk Management, Process Improvement, Portfolio Management, Sales, Series 7, ETFs, Tactical Asset..., Strategic Asset..., Analysis, Public Speaking, Long-term Care, Negotiation, Financial Analysis, Contract Negotiation, Leadership, Strategic Financial..., Retirement Planning, Finance, Asset Allocation, Wealth, Insurance, Wealth Management, Mutual Funds, Financial Planning
Education
Oklahoma State University 1989 — 1994
BS, Education, Biology
Wells Fargo Advisors June 2014 - April 2015
MasterCard August 2012 - December 2013
BJC HealthCare January 2012 - June 2012
Express Scripts 2006 - July 2011
Express Scripts 2000 - 2006
Express Scripts 1999 - 2000
Express Scripts 1997 - 1999
Skills
Database Design, Data Mining, Report Writing, Project Management, Business Process..., Creative thinking, Cross-functional Team..., Project Planning, Analysis, Process Improvement, Quality Assurance, Agile Methodologies, Access, SharePoint, Management, SQL, Customer Service, Business Analysis, Vendor Management, Databases, Team Building
Education
Oakland Community College 1974 — 1977
Liberal Arts
Wells Fargo Advisors October 1999 - Present
Education
Old Dominion University
University of Tennessee-Knoxville
Wells Fargo Advisors February 2002 - September 2015
Norwich University 1990 - 2015
Norwich University 1990 - 2015
Norwich University 1990 - 2015
Prudential Securities, LLC November 1997 - February 2002
United States Marine Corps May 1990 - May 1994
Skills
Investments, Analysis, Investment Strategies, Financial Services, Technical Analysis, Asset Allocation, Investment Advisory, Series 7, Operations Management, Portfolio Management, Wealth Management, Retirement Planning, Public Speaking, Sales Presentations, Presentation Skills, Technical Sales..., Persuasive Presentations, Social Media Outreach, Radio Host
Education
Norwich University 1986 — 1990
B.A., Philosophy
The Basic School - Quantico, Virginia
United States Marine Corps - Basic Officer Course
United States Marine Corps - Officer Candidates School, Quantico, Virginia
Midshipman - Marine Option Graduate
Snyder, Daly & Clemente, P.C. May 2015 - August 2015
Wells Fargo Advisors July 2014 - August 2014
Philadelphia Phillies May 2014 - June 2014
Beth David Reform Congregation September 2009 - May 2014
Skills
Finance, Bloomberg, Organization Skills, Analysis, Leadership, Social Networking, FactSet, Thompson One, Public Speaking, Research, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, WordPress, InDesign, Bloomberg Terminal, Bloomberg Software, Adobe Acrobat, Prezi, Teamwork, Time Management, Economics, Communication, Public Relations, Strategic Planning, Social Media, Event Planning, PowerPoint
Education
Penn State University 2014 — 2018
Bachelor’s Degree, Bachelor of Science (B.S.) in Finance, 4.00 Dean's List 2/2 Semesters
Harriton High School 2010 — 2014
High School, 4.85/5.00
Wells Fargo Advisors April 2015 - Present
Wells Fargo June 2011 - March 2015
Wells Fargo Advisors, LLC 1993 - July 2011
Wachovia Securities, LLC 2005 - 2006
Smith Barney 2001 - 2005
Prudential Securities 1996 - 2001
Skills
Client Experience, Women and Retirement..., Public Speaker, Qualitative Researcher, Investments, Retirement, Public Speaking, Retail, Leadership, Series 7, Mutual Funds, Analysis, Financial Analysis, Finance, Strategic Planning, Financial Services, Recruiting, Strategy, Wealth Management, Management
Education
The University of Akron 1990 — 1992
MA, Non-profit Adminidstration
Ohio Northern University 1986 — 1990
Bachelor of Music Education, Music Ed K - 12
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors September 2014 - May 2015
T-Systems January 2014 - March 2014
Merrill Lynch October 2013 - December 2013
J.D. Power February 2013 - October 2013
Skills
Data Analysis, PowerPoint, Microsoft Excel, Public Speaking, Leadership, Teamwork, Event Planning, Social Networking
Education
Oakland University 2010 — 2015
Bachelor’s Degree, Finance, General
Wells Fargo Advisors January 2013 - Present
Wells Fargo September 2009 - January 2013
WM Financial Services January 2004 - January 2009
SunTrust 2000 - 2004
Skills
Retirement Planning, Investments, Insurance, Finance, Microsoft Word, Microsoft Office
Education
Nova Southeastern University 1999 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Miami 1979 — 1983
Bachelor of Arts (B.A.), Music Merchandising / Business Administration
John Marshall High School
GE Aviation April 2010 - Present
EQDS (Enterprise Quality Data Solutions) April 2004 - Present
Wells Fargo Advisors October 2009 - April 2010
FirstGroup America August 2008 - June 2009
Great American Insurance December 2006 - August 2008
Duke Energy Corporation June 2006 - December 2006
Nationwide Insurance August 2005 - June 2006
Service Masters February 2005 - July 2005
Gap Inc./Gap July 2004 - December 2004
Lexmark November 2003 - April 2004
Skills
Data Warehouse..., Relational Data Modeling, Dimensional Modeling, Data Integration, Informatica, Business Intelligence, Cognos, Enterprise Architecture
Education
Hyderabad Central University
Master's Degree, M.Tech (Computer Science)
Osmania University
Bachelor's Degree, B.Tech (Civil Engineering)
Wells Fargo Advisors August 2015 - Present
Wells Fargo Advisors October 2009 - July 2015
Wells Fargo Advisors May 2006 - September 2009
Homestead Development July 2005 - May 2006
Wachovia Securities (formerly Prudential Securities) November 1999 - July 2005
US Bancorp January 1998 - November 1999
Education
Northwest Nazarene University 1993 — 1997
Bachelor’s Degree, Business Administration and Management, General
BeMyApp July 2015 - Present
Wells Fargo Advisors September 2014 - July 2015
Wells Fargo September 2014 - July 2015
Wells Fargo August 2013 - September 2014
Chase June 2011 - August 2013
Skills
Banking, Customer Service, Credit, Microsoft Excel, Financial Analysis, Microsoft Office, Loans, Finance, Risk Management, Management, Microsoft Word, Mountain Bike
Education
Oregon State University 2010 — 2013
Bachelor's Degree, Business Management, 3.71
U.S. Bank May 2013 - Present
Wells Fargo Bank August 2010 - April 2013
Wells Fargo Advisors July 2008 - August 2010
Wachovia Bank July 2006 - July 2008
Skills
Wealth Management, Loans, Commercial Lending, Financial Services, Credit Analysis, Credit, Asset Management, Wealth Management..., Strategic Financial..., Banking, Private Banking, Finance, Financial Analysis, Relationship Management, Retirement Planning, Leadership, Management, Risk Management, Credit Risk, Retail Banking, Treasury Management, Financial Risk, Teaching
Education
Nova Southeastern University 2008 — 2011
Master of Business Administration, Finance
Randolph-Macon College 2002 — 2006
Bachelor of Arts, International Relations and Political Science
Wells Fargo Advisors September 2013 - Present
Gift Basket Glam 2011 - Present
Federal Reserve Bank of St. Louis July 2011 - September 2013
Federal Reserve Bank of St. Louis June 2001 - July 2011
Nortel June 1995 - December 2000
Southwestern Bell Telecom 1994 - 1995
Skills
Customer Relations, Gift Baskets, Planning, Customer Service, Event Management, Event Planning, Project Planning, CRM, Project Management, Analysis, Leadership, Program Management, Management, Training, Sales, Competitive Analysis, Consulting, Metrics, Risk Analysis, SharePoint, Project Portfolio..., Business Process..., PMO, Call Centers, Requirements Gathering, Product Management, IT Management, Teamwork, Telecommunications, Employee Training
Education
Webster University 1993 — 1998
Doctorate, Management
Oklahoma State University
MS, Industrial Engineering & Management
Washburn University
BA, Math/Computer Science
Wells Fargo Advisors August 2015 - Present
SunTrust Investment Services, Inc. March 2014 - June 2015
Virginia Asset Management October 2013 - March 2014
Sunsations, Inc May 2009 - October 2013
US Port Services May 2012 - June 2012
Brown Building Corp March 2008 - August 2008
Education
Old Dominion University 2008 — 2013
Bachelor of Science and Business Administration, Finance, Economics
Wells Fargo Advisors June 2008 - Present
Bank of America July 1992 - June 2008
Skills
Wealth Management, Investments, Finance, Financial Advisory, Insurance, Financial Analysis, Alternative Investments, Relationship Management, Risk Management, Financial Services, 401k Rollovers, Business Planning, business succession..., concentrated stock..., Deferred Compensation, estate investment..., investment planning, Investment Strategies, Multi-generational..., Retirement Plan..., wealth transfer..., stock analysis, tax-efficient strategies, Wealth Preservation..., Section 79 Plans, Managed Futures, Hedge Funds, International Investing, Risk Analysis, Retirement Planning, Investment Policy..., Global Investment..., Investment Policy..., Correlation Analysis, Risk Evaluation, Section 10b5-1 Plans
Education
Olivet Nazarene University 1979 — 1983
BS, Business/Economics
PNC August 2013 - Present
PNC June 2012 - August 2012
BNY Mellon June 2011 - August 2011
Wells Fargo Advisors May 2010 - August 2010
Skills
Financial Risk, Financial Analysis, Public Speaking, Risk Management, Credit Risk, Management, Investments, Portfolio Management, CRM, Auditing, Data Analysis, Teamwork
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Pacific Office Automation June 2009 - Present
Wells Fargo Advisors December 2012 - August 2014
Skills
Financial Analysis, Sales Management, Account Management, Customer Service, Finance, Sales Process, Flexibility Training, Management
Education
Oregon State University 2004 — 2009
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Oregon State University 2004 — 2008
Wells Fargo Advisors January 2006 - Present
smith barney inc 1998 - January 2006
Morgan Stanley 1988 - 1998
Education
Northwestern University 1972 — 1974
Master of Business Administration (M.B.A.), finance and marketing
Allstate April 2012 - January 2013
Creative Financial Group of NJ March 2011 - May 2012
Wells Fargo Advisors June 1995 - April 2009
Skills
Mixed Martial Arts, Series 63, MMA, Fixed Annuities, Retirement Planning, Series 6, Disability Insurance, 401k, Asset Allocation, Mutual Funds, IRAs, Wealth Management, Retirement, Series 7, Roth IRA, 401k Rollovers
Education
Pace University - Lubin School of Business 1990 — 1995
BBA Finance, Finance
Wells Fargo Advisors August 2012 - August 2015
Kabrik Investments Inc. February 2000 - July 2012
W H REAVES INVESTMENT MANAGEMENT, INC May 2006 - August 2008
KABRIK INVESTMENTS, INC September 2003 - April 2006
BALLENTINE CAPITAL MANAGEMENT, INC November 2000 - July 2002
NYSE April 1992 - November 2000
MIDWOOD SECURITIES, INC January 1997 - January 2000
Richard J. Brandon January 1992 - January 1997
S.L.L. SECURITIES, INC January 1988 - January 1992
Hedge Fund January 1985 - January 1988
Skills
Investments, Equities, Portfolio Management, Mutual Funds, Trading, Finance, Risk Management, Securities, Series 7, Hedge Funds
Education
Ocean County College
Business, Administration studies
Point Pleasant Beach H.S.
Wells Fargo Advisors March 1987 - Present
Wells Fargo Advisors January 1987 - Present
Skills
Financial Services, Public Relations, Investments, Entrepreneurship
Education
Pace University
Accounting
Wells Fargo Advisors December 2013 - Present
KnowledgeLake July 2012 - December 2013
Oakwood Systems Group September 2008 - July 2012
Levy Home Entertainment December 2007 - August 2008
Collabera 2001 - 2008
Verizon 2001 - 2005
Skills
SharePoint, .NET, WCF, C#, Web Services, LINQ, SSRS, SDLC, Microsoft Office..., VB.NET, Visual Studio, SOA, Microsoft SQL Server, IIS, T-SQL, SQL, TFS, Web Applications, Software Development, ASP.NET, BizTalk, SSIS, Architectures, SharePoint Designer, Architecture, Solution Architecture, ASP.NET MVC, XSLT
Education
Osmania University
B.Tech ,MBA
Alden Global Capital September 2014 - Present
Ernst & Young August 2011 - September 2014
Wells Fargo Advisors May 2009 - August 2009
CR Bard May 2008 - August 2008
New York Board of Trade June 2007 - August 2007
Skills
US GAAP reporting, Tax Returns, Tax Accounting, International Tax, Hedge Funds, Asset Management, Microsoft Excel, VBA, Financial Accounting, Auditing, Financial Services, Private Equity, Broker-Dealer, Financial Operations, CPA, US GAAP
Education
Penn State University 2010 — 2011
Master's degree, Accounting
Penn State University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Wells Fargo Advisors September 2013 - Present
Prometheus Real Estate Group March 2013 - Present
MarketSmart, Inc. June 2011 - Present
The National Automobile Club July 2008 - June 2011
Jacobs Malcolm & Burtt April 2007 - July 2008
Skills
Ability to prioritize..., efficient with Great..., Strong communication..., Team player, Capable of typing 60 WPM, Customer Service, Teamwork, Accounts Payable, Microsoft Word, Microsoft Excel, Invoicing, Management, Accounting, Leadership, Event Planning, Training, Microsoft Office, Sales
Education
University of Phoenix
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Ohlone College 2012 — 2013
N/A still Pursuing BA in Business Management
James Logan High School 1999 — 2003
Diploma
Vanguard July 1998 - Present
West Philadelphia Cultural Alliance & Paul Robeson House 2015 - 2015
African Genesis Institute 2014 - 2015
Pan African Studies Community Education Program 2008 - 2009
Wells Fargo Advisors 1988 - 1998
Skills
User Acceptance Testing, Business Analysis, Microsoft Word, Microsoft Excel, Information Security..., Organizational..., Microsoft Office, Professional Services, Community Outreach, Community Development, Youth Mentoring, Events Coordination, Administrative..., Team Building, Customer Service, Customer Support, Youth Leadership
Education
African Genesis 2 2012 — 2014
Team Group Leader, Mentorship
Learn Quest 2013 — 2013
Cetificate of Completion, Using ALM/Quality Center v11
Peirce College
Bachelor of Acedemic, Accounting and Business/Management
Wells Fargo Advisors May 2014 - July 2014
Sherwin Williams May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Networking, Social Media, Marketing, Leadership, Finance, Public Speaking, Time Management
Education
Oklahoma State University 2011 — 2015
Finance
Wells Fargo Advisors December 2014 - Present
Wells Fargo Advisors May 2011 - January 2013
Education
Oregon State University 2002 — 2006
Business and Personal/Financial Services Marketing Operations
Wells Fargo Advisors August 2012 - March 2015
Goldstein Enright February 2011 - April 2012
Stone & Youngberg December 2009 - October 2010
Citi August 2004 - August 2009
Citi February 2004 - August 2004
Skills
Customer Service, Banking, Securities, Credit, Fixed Income, Microsoft Excel, Risk Management, Finance, Sales, Financial Analysis, Event Planning, PowerPoint
Education
Oregon State University 1999 — 2003
Liberal Arts, Communications
Pendleton High School 1996 — 1999
Wells Fargo Advisors August 2012 - Present
Morgan Stanley Smith Barney June 2010 - August 2012
Homestead Preserve 2007 - October 2010
Mountain Air Development Corp. June 2005 - January 2007
Lucent Technologies 2000 - 2003
Xerox Corp 1996 - 2000
Skills
Sales, Sales Management, Retirement Planning, Investments, 401k Rollovers, Insurance, Qualified Retirement..., Retirement-Plan..., Strategic Planning, 529 Plans, Investment Strategies, Business succession..., Multigenerational..., Risk Management, Stock analysis, Wealth Preservation...
Education
Oral Roberts University 1992 — 1996
BA, Communications
Wachovia July 2005 - Present
Wells Fargo Advisors 2005 - Present
Etrade Financial 2004 - 2005
Education
Old Dominion University 1995 — 1999
Wells Fargo Advisors March 2012 - Present
Primerica Financial Services May 1993 - February 2012
Pitney Bowes June 1976 - December 1994
Skills
Mutual Funds, Series 63, Retirement Planning, Investments, Retirement, Fixed Annuities, Series 6, Financial Analysis, Insurance, Securities, Asset Management, Investment Advisory, Finance, Series 65, FINRA, Process Improvement, Customer Service, Financial Modeling, Risk Management, Team Building, Selling
Education
Norwalk Community College 1974 — 1977
Wells Fargo Advisors August 2012 - Present
Wells Fargo Advisors January 2012 - July 2012
Wachovia January 2009 - January 2011
Wachovia Securities Financial Network December 2003 - January 2009
Skills
Quality Assurance, SDLC, Requirements Gathering, Software Project..., Business Intelligence, Mergers & Acquisitions, Business Analysis, Vendor Management, Testing, Requirements Analysis, Integration, Visio, Resource Management, Agile Methodologies, CRM, Business Requirements, Data Warehousing, Risk Management
Education
Oakland University 2001 — 2003
MS, Computer Science and engineering
University of Mysore 1993 — 1998
Bachelor's degree, Science & Engineering
Wells Fargo Advisors June 2008 - Present
NYC BAR May 2007 - June 2008
Lord Abbett 2001 - 2007
Federated Investors 1997 - 2001
Skills
Asset Management
Education
Pace University - Lubin School of Business 2002 — 2008
Dual Doctorate, Economics, Marketing
Pace University - Lubin School of Business 2002 — 2004
MS, International Economics
Commerce Bank August 2014 - Present
UBS Wealth Management August 2013 - August 2014
Wells Fargo Advisors December 2012 - August 2013
Bank of the West April 2011 - May 2013
USBank November 2009 - April 2011
2005-2009 Bank of the West May 2005 - June 2009
2003-2005 Helzberg Diamonds October 2003 - May 2005
Education
Park University 2000 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Northwest Missouri State University 1996 — 1999
Business Administration and Management, General
Raymore-Peculiar High School 1992 — 1996
High School
Nationwide Insurance October 2014 - Present
Wells Fargo Advisors October 2013 - October 2014
Commonwealth Bank May 2013 - October 2013
KONY Labs May 2011 - May 2013
Commonwealth Bank of Australia October 2008 - January 2011
Satyam March 2006 - September 2008
Qantas 2006 - 2008
Infinite Computer Solutions September 2004 - March 2006
Skills
SDLC, Requirements Analysis, Business Analysis, Resource Management, Requirements Gathering, Software Project..., Business Process, SOA, Agile Methodologies, Business Intelligence, Business Process Design, Integration, IT Strategy, Visio, ERP, Stakeholder Management, ITIL, Oracle, Gap Analysis, Systems Analysis, Scrum, Project Management, Business Process..., UML, Oracle E-Business Suite, Team Management, Test Planning, Web Services, Global Delivery, Project Delivery, Business Requirements, Solution Architecture, SQL, PL/SQL, Vendor Management, Business Process..., Enterprise Architecture
Education
University of Sydney 2001 — 2003
Master of Information Technology
Osmania University
St. Johns Church High School
Signature Consultants February 2015 - Present
K Force October 2012 - April 2014
Wells Fargo Advisors October 2012 - April 2014
Oakbrook Solutions August 2011 - March 2012
Collabera February 2010 - August 2011
Bank of America April 2005 - January 2010
Wachovia Securites 1996 - 2001
DM Stone 1990 - 1991
Skills
Banking, Fixed Income, Financial Services, Securities, Equities, Business Analysis, Business Requirements, Capital Markets, Asset Managment, Test Planning, Requirements Analysis, Financial Analysis, Derivatives, Quality Assurance, Investment Banking, Mutual Funds, Back Office, Wealth Management, Portfolio Management, Risk Management, Financial Risk, Financial Markets, Bloomberg, Cash Management, Relationship Management, Middle Office, Investments, Hedge Funds, Bonds, Series 7, Options, Corporate Actions, Settlement, Trading, FX Options, Trading Systems, SDLC, Requirements Gathering, Operational Risk, Credit, User Acceptance Testing, Functional..., Prime Brokerage, AML, Strategic Financial..., Finance, Alternative Investments, Equity Derivatives, Funding, Series 63
Education
Pace University
Wells Fargo Advisors May 2013 - Present
KeyBank March 2005 - May 2013
Comerica Bank 2002 - 2005
Skills
Wealth Strategies, Finance, Business Succession..., Financial Analysis, Retirement, Risk Management, Retirement and Estate..., Liability Management, Succession Planning, Management, Investments, Wealth Planning, Portfolio Analysis
Education
Walsh College of Accountancy and Business Administration 2003 — 2004
Master's of Science, Finance
Oklahoma Christian University 1997 — 2001
Bachelor of Science (BS), Accounting
L'Anse Creuse High School North 1994 — 1997
Global Employment Solutions August 2013 - Present
netPolarity June 2012 - July 2013
Capital One July 2011 - March 2012
Wells Fargo Advisors January 2011 - July 2011
Capital One July 2008 - November 2010
1st National Bank of Arizona January 2006 - January 2008
US Bank, NA January 2004 - December 2005
Washington Mutual May 2002 - October 2002
Bank One (Now Chase), Chicago, IL January 1998 - December 2001
1st National Bank of Chicago (Merged with Chase), Chicago, IL December 1993 - December 1998
Skills
Process Improvement, Vendor Management, Program Management, Change Management, Clarity, Project Portfolio..., Wire Transfer Operations, Mortgage Custody and..., PayPlus USA, MS Project, MS Office Suite, Visio, Analysis, Budgeting, Banking, Federal Reserve Banks, Project Management, Financial Services, Quality Assurance, Integration, PMO, Business Analysis, Security, Software Documentation, Federal Reserve, Budgets, Mortgage Lending, Business Process, Testing, Management
Education
University of Richmond 1978 — 1983
Business Administration / Systems, 3.95
Old Dominion University 1968 — 1969
Special Education / Economics, 2.00
University of Phoenix
Bachelor of Science Degree in Business/E-Business, 3.98
Delta Dental of Missouri October 2014 - Present
Wells Fargo Advisors January 2014 - September 2014
MetLife April 2008 - November 2013
MetLife October 2006 - April 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Insurance, Underwriting, Corporate Finance, Access, Financial Reporting, Finance, Accounting
Education
Pace University - Lubin School of Business 2004 — 2006
MBA, Strategic Management & International Business
Pace University - Lubin School of Business 1997 — 2001
BBA, Finance
CPR Cell Phone Repair Mehlville August 2013 - Present
Wells Fargo Advisors August 2012 - Present
Wells Fargo Advisors September 2011 - June 2012
Wells Fargo Advisors September 2010 - July 2011
Citibank NA April 2010 - October 2010
Bunzl Distribution April 2008 - October 2009
A. G. Edwards & Sons, Inc. September 2000 - April 2008
A. G. Edwards & Sons, Inc. January 2004 - January 2005
A. G. Edwards & Sons, Inc. January 2003 - June 2003
A. G. Edwards & Sons, Inc. September 2000 - January 2003
Skills
Project Management, Sarbanes-Oxley Act, PeopleSoft, Scrum, Agile Methodologies, Strategy, Strategic Planning, Business Analysis, Process Improvement, Program Management, SharePoint, Change Management, Management, Oracle, Software Documentation, Requirements Analysis, SDLC, Analysis, Microsoft Excel, Data Analysis
Education
WASHINGTON UNIVERSITY / JOHN M. OLIN SCHOOL OF BUSINESS 1988 — 1994
Master, Business Administration
Continuing Education
MBA, Current Business and IT topics
FOREST PARK COMMUNITY COLLEGE
Associates in Applied Science, Data Processing
Notre Dame College
Bachelor of Arts, English
Cardinal Health August 2014 - Present
JPMorgan Chase September 2013 - August 2014
Huntington National Bank June 2012 - March 2013
Ally Bank June 2011 - June 2012
Wells Fargo Advisors November 2010 - May 2011
ResCare May 2009 - September 2010
JPMorgan Chase February 2009 - May 2009
State of Ohio, Department of Development August 2008 - December 2008
JPMC February 2008 - August 2008
Youth Marketing Group/Armour Sawan Marketing July 2007 - February 2008
Skills
SDLC, Business Analysis, MS Project, Program Management, Requirements Analysis, Management, Software Documentation, Project Management, Quality Assurance, Integration, Business Process, SharePoint
Education
Otterbein College 2000 — 2007
Bachelor of Arts
Otterbein University
Bachelor of Arts
Salt Lake Community College
Associate of Arts
Wells Fargo Advisors 2008 - 2009
Freeman Media December 2006 - May 2008
NATAS January 2004 - May 2008
Cornerstone Productions November 2001 - October 2006
Skills
Event Planning, Social Media, Event Management, Social Networking, Public Relations, Editing, Video Production, Video, Entertainment, Social Media Marketing, Marketing, Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Public Speaking, Final Cut Pro
Education
Penn State University 1985 — 1989
BA, Film/Video
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors (formally Wachovia Securities) May 2008 - Present
Wachovia Secutities September 2006 - May 2008
Mellon Financial January 2006 - September 2006
BLM Investment Securities August 2000 - April 2005
TIAA-CREF 1998 - 2000
Skills
Equity Trading, Technical Analysis, Series 7, Electronic Trading, Trading Systems, Options, Series 63, Bloomberg, ETFs
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Finance, Investment Management
Siena College 1986 — 1990
BS, Marketing Management
Saratoga Springs High School
Victory Capital Management October 2014 - Present
Fisher Investments May 2013 - September 2014
Wells Fargo Securities October 2007 - May 2013
Wells Fargo Advisors June 2006 - October 2007
Morgan Stanley May 2002 - May 2006
Morgan Stanley February 2001 - May 2002
Morgan Stanley March 1999 - January 2001
Morgan Stanley September 1996 - March 1999
Skills
Mutual Funds, Alternative Investments, Investments, Series 7, Wealth Management, Asset Allocation, Securities, Strategic Financial..., Series 63, Series 65, Portfolio Management, Forecasting, Financial Analysis, Series 8, Series 31, Michigan Variable Life..., Separately Managed..., Retirement Planning, Investment Advisory, Retirement, Asset Managment, Fixed Annuities, Financial Advisory, 401k, Cash Management, Asset Management, ETFs, Finance, Financial Planning, Fixed Income
Education
Ohio University 1992 — 1996
Bachelors of Business Administration, Finance and Marketing
Paradigm Management Services July 2013 - Present
Wells Fargo Advisors February 2012 - June 2013
Thwapr April 2008 - February 2012
NEC March 2009 - April 2009
Catalytic December 2004 - March 2008
PeopleMetrics August 2004 - November 2004
Market Space Systems Pvt Ltd April 2003 - July 2004
Skills
WCF, .NET, Web Services, jQuery, Software Development, Agile Methodologies, XML, Web Applications, JavaScript, LINQ, C# 4.0, Microsoft SQL Server, ASP.NET, Scrum, AJAX, Servlets, WinForms, SOA, User Experience, ASP.NET MVC, YUI, jQuery Mobile, CSS, Subversion, MySQL, Java Enterprise Edition, Spring, Database Design, AJAX Toolkit, Yahoo UI, WebApi, ASP.net MVC4, Knockout JS, AngularJS, MongoDB, Telerik Controls
Education
Osmania University 2000 — 2003
Masters, Computer Applications
Osmania University 1997 — 2000
B.Sc, Computers
Wells Fargo Insurance Services USA, Inc. & Wells Fargo Advisors, LLC June 2013 - Present
Wells Fargo June 2011 - June 2013
Wells Fargo Advisors June 2006 - June 2011
Skills
Investments, Wealth Management, Retirement Planning, Financial Analysis, Microsoft Excel, Portfolio Management, Life Insurance, Series 6, Series 7, Series 63, North Carolina Life..., Mutual Funds, Insurance, Leadership, Management, Accounting, Finance, Customer Service
Education
Ohio University 2001 — 2005
BA, Finance
Wells Fargo Bank. April 2015 - Present
Wells Fargo Advisors June 2005 - March 2015
Wachovia, A Wells Fargo Company February 2003 - May 2005
Skills
Credit Risk Analysis, Market Analysis, Data Mining, Data Analytics, Risk Reporting, Database/SQL Programming, Quality Control, Project Management, Financial Analysis, Systems Integration, Data Modeling, Microsoft Suite
Education
Old Dominion University 2000 — 2002
MBA, Finance
Wells Fargo Advisors 2008 - Present
Wells Fargo Investments 1980 - Present
Education
Occidental College
BA, Economics
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors April 2012 - August 2014
Wells Fargo January 2010 - April 2012
Northwestern Mutual July 2008 - January 2010
Skills
Retirement Planning, Investments, Life Insurance, Disability Insurance, Long-term Care, Wealth Management, Financial Analysis
Education
Pacific Lutheran University 1998 — 2001
Bachelor's Degree, Communication and Business Administration
Wells Fargo Advisors September 2007 - Present
Smith Barney January 2004 - September 2007
Legg Mason September 2004 - December 2005
Merrill Lynch September 2001 - December 2003
Yale Securities 1998 - 1999
Education
The Ohio State University 1982 — 1984
Masters, Administration
Northwestern University 1978 — 1982
Bachelor of Arts (BA), Economics
Altair Real Estate Services January 2014 - Present
Hestia July 2007 - Present
Whitetail Electronics September 2011 - December 2013
SAIC September 2009 - October 2010
Wells Fargo Advisors January 2009 - September 2009
Edward Jones May 2007 - December 2008
Genentech April 2006 - May 2007
US Army August 2005 - August 2006
US Army November 2004 - July 2005
US Army August 2003 - October 2004
Skills
Military, Security Clearance, Public Speaking, Strategic Planning, Leadership Development, Leadership, Risk Management, Team Building, Customer Service, Process Improvement, DoD, Operational Planning, Government, Sales, Military Operations, Microsoft Office, Analysis, Program Management, Team Leadership, Budgets
Education
Penn State University 1998 — 2002
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Ace Parking November 2013 - Present
Ace Parking February 2013 - November 2013
Sheraton March 2012 - December 2012
Accor July 2009 - June 2012
Wells Fargo Advisors December 2007 - June 2009
Church's Chicken October 2000 - December 2004
Skills
Marketing Communications, Social Media Marketing, Direct Marketing, Marketing Strategy, Digital Marketing, Online Advertising, Integrated Marketing, Email Marketing, Media Planning, Marketing, Social Media
Education
Oklahoma State University 2003 — 2007
Bachelor of Science (BS), Marketing/Marketing Management, General
Iberia Bank Mortgage 2014 - Present
NOLA Lending Group January 2014 - 2014
Fidelity Homestead Savings Bank February 2012 - 2013
Fidelity Homestead Savings Bank November 2008 - February 2012
Bank of America October 2005 - August 2008
Wells Fargo Advisors 2003 - 2005
Skills
Loans, Credit, Banking, Commercial Banking, Process Improvement, Team Building, Strategic Planning, Sales Management
Education
Northwestern State University 1998 — 2000
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors January 2012 - January 2014
Solution Consultants July 2010 - January 2012
Morgan Stanley Smith Barney October 2007 - May 2010
Wells Fargo Advisors July 2005 - November 2007
Wells Fargo Advisors May 1998 - June 2005
Fidelity Investments June 1989 - October 1996
Skills
Business Analysis, Process Improvement, Risk Management, Financial Services, Mutual Funds, Portfolio Management, Leadership, Management, Change Management, Project Management
Education
Oklahoma State University 1982 — 1987
BS in Business Adminstration, Finance
RCIS 2010 - Present
Wells Fargo Advisors 2007 - 2009
Raymond James Financial Inc. 2005 - 2007
Education
Ohio University 1991 — 1995
Bachelor of Science in Sport Science, Exercise Physiology
Cargill Risk Management July 2015 - Present
Rimage Corporation May 2012 - June 2015
Geek Squad July 2011 - June 2012
Wells Fargo Advisors August 2010 - June 2011
J.P. Morgan July 2008 - July 2009
Morgan Stanley Wealth Management January 2007 - June 2007
Skills
Valuation, Financial Modeling, Equity Research, Corporate Finance, Investments, Portfolio Management, Financial Analysis, Networking, Databases, Web Services, SAP, Hardware Support, Software, Project Management, Finance, Leadership
Education
Northwestern University 2004 — 2008
Bachelor’s Degree, Economics
Comerica Bank January 2013 - Present
First Command March 2012 - April 2013
Wells Fargo Advisors July 2011 - January 2012
Home Savings of America/WaMu/CHASE December 1996 - January 2011
United States Marine Corps July 1989 - January 1995
Skills
Loans, Banking, Deposits, Loan Origination, Commercial Banking, Mortgage Lending, Credit, Commercial Lending, Portfolio Management, Series 7, Wealth Management, Consumer Lending, Retail Banking, Risk Management, Investments, CA Insurance License, Retirement, Training, Management, Insurance, Leadership, Credit Analysis, Credit Cards, Lines Of Credit, Sales, Relationship Management, Financial Services, Cross Selling, IRAs, Customer Service, Mortgage Banking, Managerial Finance, Small Business Lending, Private Banking, Due Diligence, Life Insurance, Underwriting, Coaching, Credit Risk, Finance, Asset Allocation, Treasury Management, Estate Planning, Investment Advisory, Retirement Planning, Series 63, Financial Analysis, Cash Management, Securities, Financial Risk
Education
PACIFIC COAST BANKING SCHOOL - UNIVERSITY OF WASHINGTON CAMPUS 2007 — 2009
Banking, Corporate, Finance, and Securities Law
Palomar College 1995 — 1997
Wells Fargo Advisors January 1979 - Present
Skills
Portfolio Management, Retirement
Education
Ohio University
Bachelor of Business Administration (B.B.A.), Business
Wells Fargo Advisors June 2009 - Present
Salomon Smith Barney May 1985 - June 2009
Sutro & Company June 1982 - May 1985
E F Hutton September 1978 - June 1982
Education
Santa Clara University - Leavey School of Business 1977 — 1977
MBA, Finance
Ohio University 1968 — 1971
BA, English Language and Literature
The College of William and Mary 1967 — 1968
Cognizant Technology Solutions August 2006 - Present
Cognizant Technology Solutions 2011 - 2014
Wells Fargo Advisors April 2010 - April 2011
Orbitz Worldwide 2007 - 2010
Skills
SDLC, Requirements Analysis, Software Project..., Agile Methodologies, SOA, Requirements Gathering, Oracle, PL/SQL, Software Development, Web Services, Solution Architecture, Business Analysis, Program Management, Hibernate, Java, Vendor Management, SQL
Education
Pace University 2003 — 2005
MS, Computer Science
National Institute of Engineering 1997 — 2000
Bachelor of Engineering, Computer Science
AIG-Valic April 2011 - Present
Wells Fargo Advisors April 2007 - March 2011
Pfizer Inc February 1990 - March 2007
Skills
Retirement Planning, Series 7, Series 66, Wealth Management, Retirement Income...
Education
Oklahoma City University 1988 — 1989
Master of Business Administration (MBA), General Management
United States Military Academy at West Point 1977 — 1981
BS, General Engineering
Wells Fargo Advisors October 2011 - Present
Polsinelli Shughart PC February 2011 - October 2011
Lathrop & Gage LLP December 2000 - June 2009
Skills
Basic / Intermediate..., Records Management, File Management, Office Support, Customer Service, Data Entry, Scanners, SharePoint
Education
Ottawa University 1979 — 1981
Elementary Education and Teaching
Community College of Forest Park 1978 — 1979
General Studies
Wells Fargo Advisors February 1994 - Present
Merrill Lynch September 1979 - February 1994
Education
Northwestern University
B.A.
Wells Fargo Advisors April 2008 - Present
Wachovia Securities Financial Network 2004 - 2008
Prudential Securities 2001 - 2004
Skills
Banking, Financial Analysis, Financial Services, Relationship Management, Team Building
Education
Occidental College 1978 — 1980
BA, Economics
JPMorgan Chase June 2010 - Present
Wells Fargo Advisors June 2008 - June 2010
Wells Fargo June 2007 - June 2010
Education
Oregon State University 2003 — 2007
Wells Fargo Advisors December 1977 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Retirement, Financial Planning, Asset Allocation, Financial Advisory, Portfolio Management, Investment Advisory, Securities, Financial Services
Education
Ohio University 1970 — 1974
B.S<, Business
Wells Fargo Advisors May 2010 - Present
Wells Fargo Advisors May 2010 - Present
Merrill Lynch August 2006 - May 2010
Education
Pace University
Economics
Pace University-New York
LovingHelp Inc. May 2004 - Present
Wells Fargo Advisors 2006 - 2013
ITT August 2002 - September 2004
Skills
Community Outreach, Organizational..., Team Building, Environmental Awareness, Nonprofits, Newsletters, Grant Writing, Grant Administration
Education
Pasadena City College 2012 — 2013
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Cal State Los Angeles
Bachelor of Arts (B.A.), Early Childhood Education and Teaching
Wells Fargo Advisors
Skills
Series 63, Fixed Income, Series 7
Education
Northwestern University
Wells Fargo Home Mortgage September 2013 - Present
Wells Fargo Home Mortgage September 2012 - September 2013
Wells Fargo Advisors May 2011 - September 2012
Northwest Vista College January 2010 - May 2011
J.P. Morgan Chase Bank January 2006 - December 2010
Skills
PowerPoint, Management, Photoshop, Photography, Digital Photography, Microsoft Office, Microsoft Excel, Graphic Design, Customer Service, HTML 5, Loans, Social Networking, Networking, Painting, Research, Typing, Windows, Web Design, Leadership, Training, Call Centers, Analysis, Loss Mitigation, FHA, FNMA, FHLMC, USDA Rural Housing, VA, Bank & Private
Education
Northwest Vista College 2010 — 2012
Wells Fargo Advisors August 2000 - Present
Education
The University of Texas at Dallas 1992 — 1996
Master of Business Administration (M.B.A.)
Oklahoma State University 1982 — 1986
Bachelor of Arts (B.A.), Finance and Financial Management Services
Wells Fargo Advisors April 1996 - Present
Education
Pace University-Pleasantville/Briarcliff Campus 1965 — 1969
Bachelor's degree, Business
Wells Fargo Advisors
Education
University of Missouri-Columbia 1981 — 1983
Master of Social Work (M.S.W.)
Northwest Missouri State University 1975 — 1979
B.S. ed. Psychology and English
PNC Private Client Group February 2015 - Present
Wells Fargo Advisors June 2014 - February 2015
Wells Fargo November 2013 - February 2015
Wells Fargo March 2013 - November 2013
Radio Shack September 2012 - March 2013
Self Employed December 2009 - September 2012
Education
Pennsylvania State University-Penn State Abington 2004 — 2009
Bachelor's Degree, Business
Central Bucks High School East 2001 — 2004
High School