Wells Fargo Advisors

Industry: Subsidiary

Description

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

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

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

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Tomm Hudson Tomm Hudson San Francisco Bay Area Details
Tomm Hudson's Wells Fargo Advisors Experience 1999 - Present
Job Senior Vice President Investments, at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   1999 - Present

Skills
Insurance, Financial Services

Education
Oregon State University

Kristian Siemon Kristian Siemon Jacksonville, North Carolina Area Details
Kristian Siemon's Wells Fargo Advisors Experience January 2010 - February 2011
Job Mortgage Loan Officer at First Bank (FBNC)
Industry Financial Services
Experience
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

Kyle Reuter Kyle Reuter Oklahoma City, Oklahoma Area Details
Kyle Reuter's Wells Fargo Advisors Experience July 2008 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   July 2008 - Present
Smith Barney  September 1997 - July 2008

Education
Oklahoma City University   1996 — 1999
BS, Business

Sachin Kivlekar Sachin Kivlekar Pompano Beach, Florida Details
Sachin Kivlekar's Wells Fargo Advisors Experience February 2010 - April 2010
Job Informatica Admin/Consultant, IBM Cognos Admin at Florida Department of Transportation
Industry Transportation/Trucking/Railroad
Experience
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

Bradley Bastion Bradley Bastion Greater Detroit Area Details
Bradley Bastion's Wells Fargo Advisors Experience April 2014 - October 2014
Job None
Industry Financial Services
Experience
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

Cindy Kines Cindy Kines Fredericksburg, Virginia Details
Cindy Kines's Wells Fargo Advisors Experience May 2004 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Zach Abraham Zach Abraham Gig Harbor, Washington Details
Zach Abraham's Wells Fargo Advisors Experience September 2008 - March 2011
Job Chief Investment Officer at Abraham & Co. Inc.
Industry Financial Services
Experience
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

Larry Wankel Larry Wankel Greater St. Louis Area Details
Larry Wankel's Wells Fargo Advisors Experience November 2011 - Present
Job Supervision Analyst at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jay Tillman, MBA, RICP® Jay Tillman, MBA, RICP® Charlotte, North Carolina Area Details
Jay Tillman, MBA, RICP®'s Wells Fargo Advisors Experience May 2014 - Present
Job Financial Consultant with Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jim Eagleton Jim Eagleton Tulsa, Oklahoma Details
Jim Eagleton's Wells Fargo Advisors Experience January 2008 - June 2011
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network,LLC
Industry Financial Services
Experience
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

Dan O'Meilia Dan O'Meilia Tulsa, Oklahoma Details
Dan O'Meilia's Wells Fargo Advisors Experience January 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Mike Vopatek Mike Vopatek Washington D.C. Metro Area Details
Mike Vopatek's Wells Fargo Advisors Experience December 1991 - Present
Job Senior Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Daniel Osgood Daniel Osgood Greater San Diego Area Details
Daniel Osgood's Wells Fargo Advisors Experience July 2007 - October 2009
Job President/CEO at DCO Wealth Managment, Inc.
Industry Financial Services
Experience
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

Kenneth R. Boyd III Kenneth R. Boyd III Cleveland/Akron, Ohio Area Details
Kenneth R. Boyd III's Wells Fargo Advisors Experience May 2008 - May 2010
Job Managing Partner Investments at The Way Investment Advisors, LLC.
Industry Financial Services
Experience
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

Phil Haydon Phil Haydon Charlotte, North Carolina Area Details
Phil Haydon's Wells Fargo Advisors Experience March 2000 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2000 - Present
Edward Jones  October 1994 - April 2000

Skills
Retirement Planning, Asset Allocation, Financial Advisory

Education
Ohio University   1986 — 1990

Zachary Beck Zachary Beck West Linn, Oregon Details
Zachary Beck's Wells Fargo Advisors Experience September 2009 - Present
Job Senior Financial Advisor, Vice President Investments Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Milad Javaherian Milad Javaherian San Francisco Bay Area Details
Milad Javaherian's Wells Fargo Advisors Experience October 2014 - Present
Job Premier Banker at Wells Fargo
Industry Financial Services
Experience
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

Betsy Cole Betsy Cole Greater Seattle Area Details
Betsy Cole's Wells Fargo Advisors Experience January 2005 - September 2010
Job Client Service Associate Wealth Management at Trutina Financial
Industry Financial Services
Experience
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

Matthew Seppanen Matthew Seppanen Salt Lake City, Utah Details
Matthew Seppanen's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor | Private Client Group
Industry Financial Services
Experience
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

Leighton Regis Leighton Regis Fort Lauderdale, Florida Details
Leighton Regis's Wells Fargo Advisors Experience June 2011 - October 2012
Job Legal Intern Tax Department at Legal Aid Service of Broward County, Inc.
Industry Higher Education
Experience
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

Adam Holtzschue Adam Holtzschue Charlotte, North Carolina Area Details
Adam Holtzschue's Wells Fargo Advisors Experience June 2012 - Present
Job Head of Lending & Banking Services at Wells Fargo Advisors
Industry Banking
Experience
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

Mitchell Dorfman, CFP Mitchell Dorfman, CFP Denville, New Jersey Details
Mitchell Dorfman, CFP's Wells Fargo Advisors Experience September 2004 - Present
Job Managing Principal at Wells Fargo Advisors
Industry Financial Services
Experience
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

Sokoni Scott Sokoni Scott Charlotte, North Carolina Area Details
Sokoni Scott's Wells Fargo Advisors Experience 2010 - 2013
Job Managing Partner, Asset Management
Industry Financial Services
Experience
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

Nicole Sfanos Logsdon Nicole Sfanos Logsdon Boise, Idaho Details
Nicole Sfanos Logsdon's Wells Fargo Advisors Experience December 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

chad hatten chad hatten Broomfield, Colorado Details
chad hatten's Wells Fargo Advisors Experience May 1999 - April 2008
Job owner at http://www.researchgate.net/profile/Chad_Hatten/
Industry Financial Services
Experience
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

Ryoung Yoon Ryoung Yoon Greater St. Louis Area Details
Ryoung Yoon's Wells Fargo Advisors Experience November 2012 - March 2013
Job Finance Professional
Industry Financial Services
Experience
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

Mark Goykhman Mark Goykhman Saint Louis, Missouri Details
Mark Goykhman's Wells Fargo Advisors Experience April 2003 - Present
Job Vice President of Information Technology / Project Manager Wells Fargo Advisors
Industry Financial Services
Experience
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

David Starr David Starr Greater St. Louis Area Details
David Starr's Wells Fargo Advisors Experience April 2011 - January 2012
Job Sr. Teradata DBA at Enterprise Holdings Inc.
Industry Information Technology and Services
Experience
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

Jonathon Tamm Jonathon Tamm Greater Detroit Area Details
Jonathon Tamm's Wells Fargo Advisors Experience July 2012 - December 2012
Job Buyer at Dürr
Industry Automotive
Experience
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

Francis M. Vitale Francis M. Vitale Willoughby, Ohio Details
Francis M. Vitale's Wells Fargo Advisors Experience May 2011 - August 2011
Job Financial Consultant at AXA Advisors
Industry Financial Services
Experience
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

Lenn Eason Lenn Eason Houston, Texas Area Details
Lenn Eason's Wells Fargo Advisors Experience 2008 - Present
Job Managing Director, Operations (Retired) at Wells Fargo Advisors
Industry Financial Services
Experience
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

James W. Barnett James W. Barnett Greater Atlanta Area Details
James W. Barnett's Wells Fargo Advisors Experience September 2012 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Vonetta A. Carter Vonetta A. Carter Charlotte, North Carolina Area Details
Vonetta A. Carter's Wells Fargo Advisors Experience December 2009 - April 2011
Job at
Industry Financial Services
Experience
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

Jennifer Lally Jennifer Lally Baltimore, Maryland Area Details
Jennifer Lally's Wells Fargo Advisors Experience April 2010 - August 2010
Job Account Manager for GE Healthcare at VasoHealthcare
Industry Medical Devices
Experience
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

Chuck Cox, MBA Chuck Cox, MBA Beckley, West Virginia Details
Chuck Cox, MBA's Wells Fargo Advisors Experience April 2011 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Kayla Matthews Kayla Matthews Wichita Falls, Texas Details
Kayla Matthews's Wells Fargo Advisors Experience January 2013 - November 2013
Job Branch office administrator with Edward Jones financial investments
Industry Financial Services
Experience
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

William Hansen William Hansen Tarrytown, New York Details
William Hansen's Wells Fargo Advisors Experience January 1925 - January 1930
Job Vice President Investments at ,
Industry Financial Services
Experience
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

Paloma Tamminga Paloma Tamminga San Francisco, California Details
Paloma Tamminga's Wells Fargo Advisors Experience June 2012 - August 2012
Job Project Coordinator at 2U
Industry E-Learning
Experience
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

Chad Julian Chad Julian Portland, Oregon Area Details
Chad Julian's Wells Fargo Advisors Experience 2007 - 2009
Job Renewable Energy Engineering
Industry Renewables & Environment
Experience
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

Karen Charvonia Karen Charvonia Phoenix, Arizona Area Details
Karen Charvonia's Wells Fargo Advisors Experience May 2000 - Present
Job Senior Vice President Investment Officer, Fundamental Choice Portfolio Manager
Industry Financial Services
Experience
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

John M Kober John M Kober Raleigh-Durham, North Carolina Area Details
John M Kober's Wells Fargo Advisors Experience 1983 - Present
Job Managing DirectorInvestment Officer, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   1983 - Present

Education
Olivet College
Business Program

John Langenbahn, MBA John Langenbahn, MBA San Francisco, California Details
John Langenbahn, MBA's Wells Fargo Advisors Experience July 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Sheryl Liskiewicz Sheryl Liskiewicz Troy, Michigan Details
Sheryl Liskiewicz's Wells Fargo Advisors Experience March 2013 - Present
Job Senior Registered Client Associate; The Cooper Group of Wells Fargo Advisors
Industry Financial Services
Experience
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

Terri Somerday Terri Somerday Richmond, Virginia Area Details
Terri Somerday's Wells Fargo Advisors Experience 2008 - 2010
Job Financial Services Marketing Professional
Industry Financial Services
Experience
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

Edward J Boczek, CFP Edward J Boczek, CFP Tucson, Arizona Area Details
Edward J Boczek, CFP's Wells Fargo Advisors Experience December 2010 - April 2012
Job Financial Solutions Advisor at Bank of America
Industry Financial Services
Experience
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

Joseph Drewry Joseph Drewry Hampton, Virginia Details
Joseph Drewry's Wells Fargo Advisors Experience 1982 - 2011
Job Managing my life's work
Industry Alternative Dispute Resolution
Experience
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

Mike Fulton Mike Fulton Greater St. Louis Area Details
Mike Fulton's Wells Fargo Advisors Experience 2011 - 2014
Job Senior Customer Experience Analyst at Ingersoll Rand
Industry Market Research
Experience
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

Erica Durnford Erica Durnford Greater Detroit Area Details
Erica Durnford's Wells Fargo Advisors Experience January 2009 - March 2010
Job Buyer Powertrain Electrical Components at Chrysler Group LLC
Industry Automotive
Experience
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

Catherine Sakar Catherine Sakar Greater New York City Area Details
Catherine Sakar's Wells Fargo Advisors Experience June 2007 - June 2014
Job Executive Assistant
Industry Human Resources
Experience
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

Steven Lehman, CFP® Steven Lehman, CFP® Greater Philadelphia Area Details
Steven Lehman, CFP®'s Wells Fargo Advisors Experience 2009 - Present
Job Financial Advisor, First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Debra Alberto, CFP® Debra Alberto, CFP® Des Moines, Iowa Area Details
Debra Alberto, CFP®'s Wells Fargo Advisors Experience September 1991 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Chad Hockley Chad Hockley Fremont, Ohio Details
Chad Hockley's Wells Fargo Advisors Experience July 2013 - March 2014
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Jonathan Wierzba Jonathan Wierzba Charlotte, North Carolina Details
Jonathan Wierzba's Wells Fargo Advisors Experience August 2013 - Present
Job 1st
Industry Financial Services
Experience
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

Rocki Walker Rocki Walker Tulsa, Oklahoma Details
Rocki Walker's Wells Fargo Advisors Experience May 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2009 - Present
Wachovia Securities  June 2003 - May 2009

Education
Oklahoma State University   1976 — 1980
Bachelor's degree, Finance, General

Gregory Brez Gregory Brez Princeton, New Jersey Details
Gregory Brez's Wells Fargo Advisors Experience March 1991 - Present
Job FIRST VICE PRESIDENT INVESTMENTS at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Skylar Mark Bailey Skylar Mark Bailey Albany, Oregon Details
Skylar Mark Bailey's Wells Fargo Advisors Experience May 2006 - March 2012
Job Financial Advisor at Bailey Wealth Management
Industry Financial Services
Experience
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

Scott A. Proctor Scott A. Proctor Wichita Falls, Texas Details
Scott A. Proctor's Wells Fargo Advisors Experience July 2011 - August 2013
Job President at SAP Capital Management, LLC
Industry Investment Management
Experience
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

Charles Leaf Charles Leaf Greater St. Louis Area Details
Charles Leaf's Wells Fargo Advisors Experience June 2014 - April 2015
Job Business Analysis at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Tommy Leeman Tommy Leeman Norfolk, Virginia Area Details
Tommy Leeman's Wells Fargo Advisors Experience October 1999 - Present
Job First Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 1999 - Present

Education
Old Dominion University

University of Tennessee-Knoxville

Gary W. Appleby Gary W. Appleby Albany, New York Area Details
Gary W. Appleby's Wells Fargo Advisors Experience February 2002 - September 2015
Job Associate Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Brandon Lapensohn Brandon Lapensohn Gladwyne, Pennsylvania Details
Brandon Lapensohn's Wells Fargo Advisors Experience July 2014 - August 2014
Job Professional Development Chair, Sapphire Leadership Academic Program | Wall Street Boot Camp
Industry Financial Services
Experience
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

Melissa Smith Melissa Smith Charlotte, North Carolina Details
Melissa Smith's Wells Fargo Advisors Experience April 2015 - Present
Job First Vice President Field Leadership Growth & Development, Private Client Group at Wells Fargo Advisors
Industry Financial Services
Experience
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

Nicholas Klanke Nicholas Klanke Birmingham, Michigan Details
Nicholas Klanke's Wells Fargo Advisors Experience May 2015 - Present
Job Junior Broker at Wells Fargo Advisors
Industry Financial Services
Experience
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

Karen Balboa, MBA Karen Balboa, MBA Miami/Fort Lauderdale Area Details
Karen Balboa, MBA's Wells Fargo Advisors Experience January 2013 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Narsing Mamindla Narsing Mamindla Cincinnati Area Details
Narsing Mamindla's Wells Fargo Advisors Experience October 2009 - April 2010
Job Founder of EQDS (Enterprise Quality Data Solutions)
Industry Airlines/Aviation
Experience
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)

Annette Fenton Annette Fenton Boise, Idaho Area Details
Annette Fenton's Wells Fargo Advisors Experience August 2015 - Present
Job Assistant Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Justin Langley Justin Langley Boise, Idaho Details
Justin Langley's Wells Fargo Advisors Experience September 2014 - July 2015
Job Project Manager at BeMyApp
Industry Information Technology and Services
Experience
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

Oneika Cassanova, MBA Oneika Cassanova, MBA Greater Seattle Area Details
Oneika Cassanova, MBA's Wells Fargo Advisors Experience July 2008 - August 2010
Job Bank Manager Assistant Vice President at U.S. Bank
Industry Financial Services
Experience
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

Kathy King, P.CRM Kathy King, P.CRM Greater St. Louis Area Details
Kathy King, P.CRM's Wells Fargo Advisors Experience September 2013 - Present
Job OwnerGift Basket Glam and AVPWells Fargo Advisors
Industry Financial Services
Experience
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

John Borum II John Borum II New York, New York Details
John Borum II's Wells Fargo Advisors Experience August 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Rob Reich Rob Reich Washington D.C. Metro Area Details
Rob Reich's Wells Fargo Advisors Experience June 2008 - Present
Job Senior Financial Advisor, Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Matthew Ludwig Matthew Ludwig Cincinnati Area Details
Matthew Ludwig's Wells Fargo Advisors Experience May 2010 - August 2010
Job Corporate Banking Sales Associate at PNC
Industry Financial Services
Experience
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

Matthew Sieverson Matthew Sieverson Portland, Oregon Area Details
Matthew Sieverson's Wells Fargo Advisors Experience December 2012 - August 2014
Job Account Manager at Pacific Office Automation
Industry Financial Services
Experience
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

Philip Lao Philip Lao United States Details
Philip Lao's Wells Fargo Advisors Experience January 2006 - Present
Job VP INVESTMENT OFFICER at Wells Fargo Advisors
Industry
Experience
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

Gina LaMalfa Gina LaMalfa Greater New York City Area Details
Gina LaMalfa's Wells Fargo Advisors Experience June 1995 - April 2009
Job Financial Representative
Industry Financial Services
Experience
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

Richard J. Brandon Richard J. Brandon Greater New York City Area Details
Richard J. Brandon's Wells Fargo Advisors Experience August 2012 - August 2015
Job Independent Investment Consultant
Industry Investment Management
Experience
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.

Victoria Balsamo Victoria Balsamo New York, New York Details
Victoria Balsamo's Wells Fargo Advisors Experience March 1987 - Present
Job FIRST VICE PRESIDENT INVESTMENT OFFICER, CFP® at Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   March 1987 - Present
Wells Fargo Advisors   January 1987 - Present

Skills
Financial Services, Public Relations, Investments, Entrepreneurship

Education
Pace University
Accounting

Satya Akkinepally Satya Akkinepally Charlotte, North Carolina Area Details
Satya Akkinepally's Wells Fargo Advisors Experience December 2013 - Present
Job Sr Tech Lead
Industry Financial Services
Experience
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

Gregory Crimmins Gregory Crimmins Greater New York City Area Details
Gregory Crimmins's Wells Fargo Advisors Experience May 2009 - August 2009
Job Accountant at Alden Global Capital
Industry Accounting
Experience
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

Roxanne Medina Roxanne Medina San Lorenzo, California Details
Roxanne Medina's Wells Fargo Advisors Experience September 2013 - Present
Job at Wells Fargo Bank
Industry Banking
Experience
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

Monica Lockett Monica Lockett Greater Philadelphia Area Details
Monica Lockett's Wells Fargo Advisors Experience 1988 - 1998
Job Administrator Business Technology & Operations
Industry Financial Services
Experience
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

Clayton Sieb Clayton Sieb Dallas/Fort Worth Area Details
Clayton Sieb's Wells Fargo Advisors Experience May 2014 - July 2014
Job Recent Graduate of Oklahoma State University
Industry Financial Services
Experience
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

Tyler Draper Tyler Draper United States Details
Tyler Draper's Wells Fargo Advisors Experience December 2014 - Present
Job
Industry Financial Services
Experience
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

Addie Stuvland Addie Stuvland Concord, California Details
Addie Stuvland's Wells Fargo Advisors Experience August 2012 - March 2015
Job Senior Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ian McIlvaine Ian McIlvaine Charleston, West Virginia Area Details
Ian McIlvaine's Wells Fargo Advisors Experience August 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2012 - Present
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

Jeffrey Grimes, CISSP, CISA Jeffrey Grimes, CISSP, CISA Greater St. Louis Area Details
Jeffrey Grimes, CISSP, CISA's Wells Fargo Advisors Experience 2005 - Present
Job Manager, Information Technology
Industry Security and Investigations
Experience
Wachovia  July 2005 - Present
Wells Fargo Advisors   2005 - Present
Etrade Financial  2004 - 2005

Education
Old Dominion University   1995 — 1999

Dean Radice Sr Dean Radice Sr Greater New York City Area Details
Dean Radice Sr's Wells Fargo Advisors Experience March 2012 - Present
Job Personal Banker at Wells Fargo Advisors
Industry Financial Services
Experience
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

Harshita Hanbal Harshita Hanbal Charlotte, North Carolina Area Details
Harshita Hanbal's Wells Fargo Advisors Experience August 2012 - Present
Job AVP, Sr. Project Planner/ Test Lead at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Alex David,DPS Alex David,DPS Greater St. Louis Area Details
Alex David,DPS's Wells Fargo Advisors Experience June 2008 - Present
Job Managing Director, Head of FiNet Branch Developement, Marketing & Relationship Management Wells Fargo Advisors
Industry Financial Services
Experience
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

Michele Beachner Michele Beachner Lees Summit, Missouri Details
Michele Beachner's Wells Fargo Advisors Experience December 2012 - August 2013
Job Brokerage Financial Advisor at Commerce Bank
Industry Investment Banking
Experience
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

Arvind Kandula Arvind Kandula Columbus, Ohio Area Details
Arvind Kandula's Wells Fargo Advisors Experience October 2013 - October 2014
Job Systems Architect at Nationwide Insurance
Industry Information Technology and Services
Experience
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

Ben Zipman Ben Zipman Charlotte, North Carolina Area Details
Ben Zipman's Wells Fargo Advisors Experience October 2012 - April 2014
Job Business Analyst at Signature Consultants
Industry Financial Services
Experience
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

Jason Graves Jason Graves Birmingham, Michigan Details
Jason Graves's Wells Fargo Advisors Experience May 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Mollie Mucker Mollie Mucker Richmond, Virginia Area Details
Mollie Mucker's Wells Fargo Advisors Experience January 2011 - July 2011
Job Project Manager with FRB Richmond / Fahrenheit Technology
Industry Information Technology and Services
Experience
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

Annie Yung Annie Yung Chesterfield, Missouri Details
Annie Yung's Wells Fargo Advisors Experience January 2014 - September 2014
Job Business analyst at Delta Dental
Industry Insurance
Experience
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

Kevin Key Kevin Key Greater St. Louis Area Details
Kevin Key's Wells Fargo Advisors Experience August 2012 - Present
Job Accomplished Manager and IT professional exploring new opportunities
Industry Information Technology and Services
Experience
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

Amanda Ashton Amanda Ashton Columbus, Ohio Area Details
Amanda Ashton's Wells Fargo Advisors Experience November 2010 - May 2011
Job Project Manager at Cardinal Health
Industry Information Technology and Services
Experience
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

Terri Maria Amos-Rogers Terri Maria Amos-Rogers Greater Seattle Area Details
Terri Maria Amos-Rogers's Wells Fargo Advisors Experience 2008 - 2009
Job Freelance Producer
Industry Events Services
Experience
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

Jay Matthews Jay Matthews Greater St. Louis Area Details
Jay Matthews's Wells Fargo Advisors Experience September 2013 - Present
Job Senior Equity Trader, Block Desk at Wells Fargo Advisors
Industry Investment Management
Experience
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

Jim Fagan Jim Fagan Troy, Michigan Details
Jim Fagan's Wells Fargo Advisors Experience June 2006 - October 2007
Job Regional Sales Director at Victory Capital Management
Industry Financial Services
Experience
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

Vijay Gutta Vijay Gutta San Francisco Bay Area Details
Vijay Gutta's Wells Fargo Advisors Experience February 2012 - June 2013
Job UI Developer at Paradigm Management Services
Industry Information Technology and Services
Experience
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

Patrick Fahy Patrick Fahy Charlotte, North Carolina Area Details
Patrick Fahy's Wells Fargo Advisors Experience June 2006 - June 2011
Job Operations Analyst
Industry Financial Services
Experience
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

Fatima Foutlane Fatima Foutlane Charlotte, North Carolina Details
Fatima Foutlane's Wells Fargo Advisors Experience June 2005 - March 2015
Job Analytics Consultant at Wells Fargo Bank.
Industry Financial Services
Experience
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

Maxwell Cooperman Maxwell Cooperman Greater St. Louis Area Details
Maxwell Cooperman's Wells Fargo Advisors Experience 2008 - Present
Job Director; Private Client Group Finance at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Advisors   2008 - Present
Wells Fargo Investments  1980 - Present

Education
Occidental College
BA, Economics

Andrew Diercks Andrew Diercks Albuquerque, New Mexico Area Details
Andrew Diercks's Wells Fargo Advisors Experience August 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kelby Brown Kelby Brown Charlotte, North Carolina Area Details
Kelby Brown's Wells Fargo Advisors Experience September 2007 - Present
Job Senior Vice President, Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Dorothy Butala Dorothy Butala Erie, Pennsylvania Details
Dorothy Butala's Wells Fargo Advisors Experience January 2009 - September 2009
Job Director of Strategic Initiatives at Altair Real Estate Services
Industry Real Estate
Experience
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

Cory Cox Cory Cox Dallas/Fort Worth Area Details
Cory Cox's Wells Fargo Advisors Experience December 2007 - June 2009
Job Site Manager at Ace Parking
Industry Marketing and Advertising
Experience
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

Jesse Mancuso Jesse Mancuso United States Details
Jesse Mancuso's Wells Fargo Advisors Experience 2003 - 2005
Job Mortgage Executive at Iberia Bank Mortgage
Industry Banking
Experience
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

William (Russ) Robinson William (Russ) Robinson Huntersville, North Carolina Details
William (Russ) Robinson's Wells Fargo Advisors Experience February 2014 - Present
Job Business Initiatives Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Tara Clevenger Tara Clevenger Cincinnati Area Details
Tara Clevenger's Wells Fargo Advisors Experience 2007 - 2009
Job Quality Assurance Analyst at RCIS
Industry Financial Services
Experience
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

Jason Traynor Jason Traynor Greater Minneapolis-St. Paul Area Details
Jason Traynor's Wells Fargo Advisors Experience August 2010 - June 2011
Job IT Support Analyst at Cargill Risk Management
Industry Computer Software
Experience
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

Vicente Hinojosa III Vicente Hinojosa III Greater San Diego Area Details
Vicente Hinojosa III's Wells Fargo Advisors Experience July 2011 - January 2012
Job Banking/Finance Professional
Industry Financial Services
Experience
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

Alan Raffer Alan Raffer Greater New York City Area Details
Alan Raffer's Wells Fargo Advisors Experience January 1979 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 1979 - Present

Skills
Portfolio Management, Retirement

Education
Ohio University
Bachelor of Business Administration (B.B.A.), Business

James Burian, CFP® James Burian, CFP® San Francisco Bay Area Details
James Burian, CFP®'s Wells Fargo Advisors Experience June 2009 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Shankar Vijayakumar Shankar Vijayakumar Greater New York City Area Details
Shankar Vijayakumar's Wells Fargo Advisors Experience April 2010 - April 2011
Job Senior Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
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

Larry Turrentine Larry Turrentine Dallas/Fort Worth Area Details
Larry Turrentine's Wells Fargo Advisors Experience April 2007 - March 2011
Job Financial Advisor at AIGValic
Industry Financial Services
Experience
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

Jennifer Y Jones Jennifer Y Jones Greater St. Louis Area Details
Jennifer Y Jones's Wells Fargo Advisors Experience October 2011 - Present
Job Records Coordinator Operation Clerk ll at Wells Fargo Advisors
Industry Law Practice
Experience
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

Snively John Snively John Orlando, Florida Area Details
Snively John's Wells Fargo Advisors Experience February 1994 - Present
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 1994 - Present
Merrill Lynch  September 1979 - February 1994

Education
Northwestern University
B.A.

Max Cooperman Max Cooperman Greater St. Louis Area Details
Max Cooperman's Wells Fargo Advisors Experience April 2008 - Present
Job director; financial analysis and branch compensation at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jeremy Ferris Jeremy Ferris Lake Oswego, Oregon Details
Jeremy Ferris's Wells Fargo Advisors Experience June 2008 - June 2010
Job Vice President / Branch Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  June 2010 - Present
Wells Fargo Advisors   June 2008 - June 2010
Wells Fargo  June 2007 - June 2010

Education
Oregon State University   2003 — 2007

Alan Raffer Alan Raffer Greater New York City Area Details
Alan Raffer's Wells Fargo Advisors Experience December 1977 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Alex Bolshem Alex Bolshem Marlboro, New Jersey Details
Alex Bolshem's Wells Fargo Advisors Experience May 2010 - Present
Job Senior Vice president Investment Officer at Wells Fargo Advisors LLC.
Industry Financial Services
Experience
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

ayana mendez ayana mendez Pasadena, California Details
ayana mendez's Wells Fargo Advisors Experience 2006 - 2013
Job Student at Pasadena City College
Industry Nonprofit Organization Management
Experience
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

J&J Karen Middleton Work J&J Karen Middleton Work Saint Louis, Missouri Details
J&J Karen Middleton Work's Wells Fargo Advisors Experience
Job Bond Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  

Skills
Series 63, Fixed Income, Series 7

Education
Northwestern University

Adolph Hernandez Adolph Hernandez San Antonio, Texas Details
Adolph Hernandez's Wells Fargo Advisors Experience May 2011 - September 2012
Job Home Preservation Specialist II at Wellsfargo Home Mortgage
Industry Banking
Experience
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

Paula Hanson Paula Hanson Greater St. Louis Area Details
Paula Hanson's Wells Fargo Advisors Experience August 2000 - Present
Job
Industry
Experience
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

Lynn Fanelli Lynn Fanelli Walnut Creek, California Details
Lynn Fanelli's Wells Fargo Advisors Experience April 1996 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 1996 - Present

Education
Pace University-Pleasantville/Briarcliff Campus   1965 — 1969
Bachelor's degree, Business

James Butkus James Butkus Morristown, New Jersey Details
James Butkus's Wells Fargo Advisors Experience
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Vincent John Bona Vincent John Bona Greater Philadelphia Area Details
Vincent John Bona's Wells Fargo Advisors Experience June 2014 - February 2015
Job Private Client Group Relationship Manager at PNC
Industry Financial Services
Experience
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

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