Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Employee
Years
Job
Industry
Andy Furbush Andy Furbush's Wells Fargo Advisors Experience September 2015 - Present
Job Digital Business Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2015 - Present
Wells Fargo July 2013 - Present
Wells Fargo July 2013 - April 2014
Principia College March 2011 - May 2013
Principia College August 2009 - May 2013
VITAL Financial Services May 2012 - August 2012
YMCA of Greater Des Moines June 2011 - August 2011
CedarS Camps June 2010 - August 2010
Skills
Analysis, Leadership, Finance, Highly detail oriented, Organization, Highly motivated..., Economics, Microsoft Excel, Quantitative Research, Team-oriented, Financial Statement..., Process Improvement, Microsoft Word, Microsoft PowerPoint, Time Management, PowerPoint, Teamwork, Social Media, Public Speaking, Microsoft Office
Education
Principia College 2009 — 2013
Bachelor of Arts (BA), Business Adminsitration and Economics, 3.93
Principia College 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors September 2015 - Present
Wells Fargo July 2013 - Present
Wells Fargo July 2013 - April 2014
Principia College March 2011 - May 2013
Principia College August 2009 - May 2013
VITAL Financial Services May 2012 - August 2012
YMCA of Greater Des Moines June 2011 - August 2011
CedarS Camps June 2010 - August 2010
Skills
Analysis, Leadership, Finance, Highly detail oriented, Organization, Highly motivated..., Economics, Microsoft Excel, Quantitative Research, Team-oriented, Financial Statement..., Process Improvement, Microsoft Word, Microsoft PowerPoint, Time Management, PowerPoint, Teamwork, Social Media, Public Speaking, Microsoft Office
Education
Principia College 2009 — 2013
Bachelor of Arts (BA), Business Adminsitration and Economics, 3.93
Principia College 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Thomas Lucas Thomas Lucas's Wells Fargo Advisors Experience June 2011 - August 2011
Job Area Sales Representative at American Funds
Industry Financial Services
Experience
American Funds July 2014 - Present
American Funds June 2013 - June 2014
The Hartford November 2012 - April 2013
Kaplan Test Prep and Admissions September 2011 - April 2012
Wells-Fargo Advisors June 2011 - August 2011
Erie Parking Authority May 2009 - May 2011
Skills
Finance, Customer Service, Cold Calling, Mutual Funds, Financial Services, Microsoft Word
Education
Penn State University 2008 — 2012
BS, Marketing
Smeal College of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Cathedral Preparatory School 2004 — 2008
American Funds July 2014 - Present
American Funds June 2013 - June 2014
The Hartford November 2012 - April 2013
Kaplan Test Prep and Admissions September 2011 - April 2012
Wells-Fargo Advisors June 2011 - August 2011
Erie Parking Authority May 2009 - May 2011
Skills
Finance, Customer Service, Cold Calling, Mutual Funds, Financial Services, Microsoft Word
Education
Penn State University 2008 — 2012
BS, Marketing
Smeal College of Business 2008 — 2012
Bachelor of Science (BS), Marketing
Cathedral Preparatory School 2004 — 2008
Devin Magee Devin Magee's Wells Fargo Advisors Experience May 2008 - August 2010
Job Account Manager at Lockton Companies
Industry Insurance
Experience
Lockton Companies September 2013 - Present
Wells Fargo Insurance Services July 2011 - September 2013
Wells Fargo Advisors May 2008 - August 2010
Skills
Employee Benefits, Healthcare Consulting, Health Insurance, Underwriting, Health Care Reform, Disability Insurance, Health Savings Accounts, Employee Wellness..., Life Insurance
Education
Penn State University 2007 — 2011
Health Policy Administration
Lockton Companies September 2013 - Present
Wells Fargo Insurance Services July 2011 - September 2013
Wells Fargo Advisors May 2008 - August 2010
Skills
Employee Benefits, Healthcare Consulting, Health Insurance, Underwriting, Health Care Reform, Disability Insurance, Health Savings Accounts, Employee Wellness..., Life Insurance
Education
Penn State University 2007 — 2011
Health Policy Administration
Sharon Blecker Sharon Blecker's Wells Fargo Advisors Experience May 2010 - October 2012
Job Change Management Consultant at HCLAxon
Industry Management Consulting
Experience
Alcon, a Novartis company July 2015 - Present
Alcon, a Novartis company May 2015 - July 2015
Caterpillar Inc. February 2015 - April 2015
MillerCoors February 2014 - January 2015
CrossFit Austin February 2013 - February 2014
CrossFit Austin October 2012 - February 2013
Wells Fargo Advisors May 2010 - October 2012
Wells Fargo January 2008 - May 2010
Wells Fargo May 2007 - January 2008
Wells Fargo June 2005 - May 2007
Skills
Leadership, Online Marketing, Marketing Communications, Marketing, Business Strategy, Spanish-speaking, Business Process..., Value Realization, Consulting, Business Case..., Root Cause Analysis, Performance Benchmarking, KPI Rationalization, Financial Analysis, Business Analysis, Project Management, Customer Service, Sales
Education
Penn State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Nevada-Las Vegas 2004 — 2008
BA, International Relations
Alcon, a Novartis company July 2015 - Present
Alcon, a Novartis company May 2015 - July 2015
Caterpillar Inc. February 2015 - April 2015
MillerCoors February 2014 - January 2015
CrossFit Austin February 2013 - February 2014
CrossFit Austin October 2012 - February 2013
Wells Fargo Advisors May 2010 - October 2012
Wells Fargo January 2008 - May 2010
Wells Fargo May 2007 - January 2008
Wells Fargo June 2005 - May 2007
Skills
Leadership, Online Marketing, Marketing Communications, Marketing, Business Strategy, Spanish-speaking, Business Process..., Value Realization, Consulting, Business Case..., Root Cause Analysis, Performance Benchmarking, KPI Rationalization, Financial Analysis, Business Analysis, Project Management, Customer Service, Sales
Education
Penn State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Nevada-Las Vegas 2004 — 2008
BA, International Relations
Wes Osbourn Wes Osbourn's Wells Fargo Advisors Experience April 2014 - November 2014
Job Accelerated Wealth Advisor Development Program Consultant
Industry Financial Services
Experience
TIAA-CREF November 2014 - Present
Wells Fargo Advisors April 2014 - November 2014
Fifth Third Bank December 2011 - April 2014
Huntington National Bank June 2010 - November 2011
Skills
Banking, Loans, Investments, Customer Service, Finance, Small Business Lending, Sales, Commercial Lending, Retirement Planning, Analysis, Insurance, Accounting, Marketing, Series 7, Series 63, Series 6, Financial Services, Leadership, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner, CFP
West Virginia University 2003 — 2008
Bachelor's, Economics
TIAA-CREF November 2014 - Present
Wells Fargo Advisors April 2014 - November 2014
Fifth Third Bank December 2011 - April 2014
Huntington National Bank June 2010 - November 2011
Skills
Banking, Loans, Investments, Customer Service, Finance, Small Business Lending, Sales, Commercial Lending, Retirement Planning, Analysis, Insurance, Accounting, Marketing, Series 7, Series 63, Series 6, Financial Services, Leadership, Financial Analysis
Education
Queens University of Charlotte 2013 — 2015
Certified Financial Planner, CFP
West Virginia University 2003 — 2008
Bachelor's, Economics
Howard Sheckman Howard Sheckman's Wells Fargo Advisors Experience May 1998 - May 2012
Job Samson Wealth Management Group, LLC
Industry Financial Services
Experience
Samson Wealth Management Group, LLC May 2012 - Present
Wells Fargo Advisors May 1998 - May 2012
Vanguard July 1997 - May 1998
Education
Penn State University 1989 — 1993
BS, Quantitative Business Analysis
Samson Wealth Management Group, LLC May 2012 - Present
Wells Fargo Advisors May 1998 - May 2012
Vanguard July 1997 - May 1998
Education
Penn State University 1989 — 1993
BS, Quantitative Business Analysis
Rajesh Vijayan Rajesh Vijayan's Wells Fargo Advisors Experience October 2012 - March 2014
Job Senior Java/J2EE Developer at Gordon Food Service (GFS)
Industry Logistics and Supply Chain
Experience
Gordon Food Service August 2014 - Present
Gordon Food Service 2014 - 2015
IHS Automotive - Driven by Polk April 2014 - August 2014
Wells Fargo Advisors October 2012 - March 2014
cognizant technology solutions April 2010 - September 2012
Cognizant Technology Solutions April 2009 - March 2010
Cognizant Technology Solutions July 2006 - March 2009
Skills
Java, Struts, Oracle, J2EE Application..., Weblogic, PL/SQL, SQL, Project Management, Core Java, Spring, Hibernate, RAD, EJB, Java Enterprise Edition, JDBC, MongoDB, JSP, Servlets, Oracle 9i, Microsoft SQL Server, iBatis, MySQL, Web Services, XML, HTML, CSS, JavaScript, Strategic Planning, AJAX, JUnit, Eclipse, Websphere, Perl Script, VSS, ClearCase, SVN, Sablime, CORBA, Apache, Tomcat 5, Autosys, Credit Card Transaction..., Unix Shell Scripting, CGI/Perl, Performance Tuning, Maven, SOAP, Shell Scripting, JSTL, RESTful WebServices
Education
PSG College of Technology 2002 — 2006
Bachelor of Engineering (B.E.), A
PSG College of Technology 2002 — 2006
Bachelor of Engineering (B.E.), Science
Gordon Food Service August 2014 - Present
Gordon Food Service 2014 - 2015
IHS Automotive - Driven by Polk April 2014 - August 2014
Wells Fargo Advisors October 2012 - March 2014
cognizant technology solutions April 2010 - September 2012
Cognizant Technology Solutions April 2009 - March 2010
Cognizant Technology Solutions July 2006 - March 2009
Skills
Java, Struts, Oracle, J2EE Application..., Weblogic, PL/SQL, SQL, Project Management, Core Java, Spring, Hibernate, RAD, EJB, Java Enterprise Edition, JDBC, MongoDB, JSP, Servlets, Oracle 9i, Microsoft SQL Server, iBatis, MySQL, Web Services, XML, HTML, CSS, JavaScript, Strategic Planning, AJAX, JUnit, Eclipse, Websphere, Perl Script, VSS, ClearCase, SVN, Sablime, CORBA, Apache, Tomcat 5, Autosys, Credit Card Transaction..., Unix Shell Scripting, CGI/Perl, Performance Tuning, Maven, SOAP, Shell Scripting, JSTL, RESTful WebServices
Education
PSG College of Technology 2002 — 2006
Bachelor of Engineering (B.E.), A
PSG College of Technology 2002 — 2006
Bachelor of Engineering (B.E.), Science
Camille Stuart's Wells Fargo Advisors Experience November 2013 - June 2014
Job Human Resources Coordinator at Element Designs
Industry Human Resources
Experience
Element Designs January 2015 - Present
Element Designs April 2014 - Present
Wells Fargo Advisors November 2013 - June 2014
HFL, Inc June 2013 - November 2013
Carolina Medical Center January 2013 - May 2013
Charlotte Mecklenburg Health Department March 2011 - 2012
Skills
Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Teamwork, Healthcare, Public Health, Marketing, Cpr Certified, Organizational..., Sales, Data Entry, Community Outreach, PowerPoint, Interviews
Education
University of North Carolina at Charlotte 2011 — 2013
Bachelors of Communication, Health Communication and Public Health
Queens University of Charlotte 2008 — 2010
Element Designs January 2015 - Present
Element Designs April 2014 - Present
Wells Fargo Advisors November 2013 - June 2014
HFL, Inc June 2013 - November 2013
Carolina Medical Center January 2013 - May 2013
Charlotte Mecklenburg Health Department March 2011 - 2012
Skills
Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Teamwork, Healthcare, Public Health, Marketing, Cpr Certified, Organizational..., Sales, Data Entry, Community Outreach, PowerPoint, Interviews
Education
University of North Carolina at Charlotte 2011 — 2013
Bachelors of Communication, Health Communication and Public Health
Queens University of Charlotte 2008 — 2010
Kenneth Donnelly Kenneth Donnelly's Wells Fargo Advisors Experience January 2009 - March 2011
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2011 - May 2013
Wells Fargo Advisors January 2009 - March 2011
Citigroup Global World Markets March 2008 - January 2009
FFR Advisory, LLC & FFR Insurance Services Inc. July 2000 - July 2007
Palley-Needelman Asset Management April 1998 - July 2000
Washington Mutual Financial Services January 1997 - April 1998
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, English, Strategic Planning, Budgets, Research, Outlook, Negotiation, Windows
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services, 3.8
Tulane University 1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.40
Tulane University 1987 — 1991
Bachelor's degree, Business Administration and Management, Finance, 3.20
Morgan Stanley Wealth Management March 2011 - May 2013
Wells Fargo Advisors January 2009 - March 2011
Citigroup Global World Markets March 2008 - January 2009
FFR Advisory, LLC & FFR Insurance Services Inc. July 2000 - July 2007
Palley-Needelman Asset Management April 1998 - July 2000
Washington Mutual Financial Services January 1997 - April 1998
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, English, Strategic Planning, Budgets, Research, Outlook, Negotiation, Windows
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1997 — 1999
Master of Business Administration (MBA), Finance and Financial Management Services, 3.8
Tulane University 1987 — 1991
Bachelor of Arts (B.A.), Economics, 3.40
Tulane University 1987 — 1991
Bachelor's degree, Business Administration and Management, Finance, 3.20
Noreen Maldonado Noreen Maldonado's Wells Fargo Advisors Experience November 2012 - April 2014
Job Financial Services/Event Planner
Industry Events Services
Experience
Just Your Day Wedding and Events January 2009 - Present
Wells Fargo Advisors November 2012 - April 2014
Skills
Master Planning, Budgeting, Decorations, Event Planning, Nonprofits, Weddings, Interior Design, Wedding Planning, Parties, Birthdays, Private Events, Corporate Events, Residential Homes, Anniversaries, Trade Shows, Coordinating Events, Small Business, Event Management, Financial Advisory, Incentives, Relationship Marketing, Social Networking, Marketing, Tourism, Travel Planning, Entertainment, Catering, Meeting Planning, Decoration, Budgets, Business Networking
Education
City University of New York-Queens College
La Guardia cc, and University of Pheonix
Springfield gardens h.s.
Just Your Day Wedding and Events January 2009 - Present
Wells Fargo Advisors November 2012 - April 2014
Skills
Master Planning, Budgeting, Decorations, Event Planning, Nonprofits, Weddings, Interior Design, Wedding Planning, Parties, Birthdays, Private Events, Corporate Events, Residential Homes, Anniversaries, Trade Shows, Coordinating Events, Small Business, Event Management, Financial Advisory, Incentives, Relationship Marketing, Social Networking, Marketing, Tourism, Travel Planning, Entertainment, Catering, Meeting Planning, Decoration, Budgets, Business Networking
Education
City University of New York-Queens College
La Guardia cc, and University of Pheonix
Springfield gardens h.s.
Carol Moreland's Wells Fargo Advisors Experience March 2010 - January 2012
Job President at InterAction, Inc.
Industry Human Resources
Experience
InterAction, Inc. April 1990 - Present
Non-profit Organizations nation-wide 1994 - February 2015
Nestle Purina PetCare Company March 2010 - March 2014
Wells Fargo Advisors March 2010 - January 2012
Express Scripts 2006 - 2009
Huthwaite, Inc. 1997 - 2006
United Van Lines August 1986 - March 1988
General Dynamics 1978 - 1982
Skills
Public Speaking, Learning Strategies, Instructional Design, Organizational..., Performance Management, Training, Team Building, Executive Coaching, Workshop Facilitation, Strategic Planning, Strategy, Training Delivery, Human Resources, Change Management, Fundraising, Management, Management Consulting, Entrepreneurship, Nonprofits, Leadership Development, Consulting, Proposal Writing, Talent Management, Sales, Internal Communications, Coaching, Employee Benefits, Organizational..., Succession Planning
Education
Purdue University 1980 — 1982
M.A., Organizational Communication
Southern Illinois University, Carbondale 1977 — 1978
B.S., Speech Communication
InterAction, Inc. April 1990 - Present
Non-profit Organizations nation-wide 1994 - February 2015
Nestle Purina PetCare Company March 2010 - March 2014
Wells Fargo Advisors March 2010 - January 2012
Express Scripts 2006 - 2009
Huthwaite, Inc. 1997 - 2006
United Van Lines August 1986 - March 1988
General Dynamics 1978 - 1982
Skills
Public Speaking, Learning Strategies, Instructional Design, Organizational..., Performance Management, Training, Team Building, Executive Coaching, Workshop Facilitation, Strategic Planning, Strategy, Training Delivery, Human Resources, Change Management, Fundraising, Management, Management Consulting, Entrepreneurship, Nonprofits, Leadership Development, Consulting, Proposal Writing, Talent Management, Sales, Internal Communications, Coaching, Employee Benefits, Organizational..., Succession Planning
Education
Purdue University 1980 — 1982
M.A., Organizational Communication
Southern Illinois University, Carbondale 1977 — 1978
B.S., Speech Communication
Albert Grzech Albert Grzech's Wells Fargo Advisors Experience January 2014 - December 2014
Job Market Labor Research Economist
Industry Government Administration
Experience
STATE OF IOWA - Executive Branch December 2014 - Present
Wells Fargo Advisors January 2014 - December 2014
Principal Financial Group December 2012 - July 2013
Nationwide Insurance January 2012 - December 2012
Pioneer Hi-Bred International Inc August 2011 - December 2011
Wells Fargo Financial July 2008 - July 2011
Skills
My number one skill is..., Microsoft Office, Insurance, Customer Service, Outlook, Microsoft Word, Recruiting, Coaching, Employee Relations, Account Management, Human Resources, Property & Casualty..., Risk Management, Banking
Education
Wilkes University 1984 — 1995
BA, Economics
Lackawanna College 1983 — 1987
Associate, Banking and Finance
Penn State University 1981 — 1983
Associate, Accounting and Marketing of Business
STATE OF IOWA - Executive Branch December 2014 - Present
Wells Fargo Advisors January 2014 - December 2014
Principal Financial Group December 2012 - July 2013
Nationwide Insurance January 2012 - December 2012
Pioneer Hi-Bred International Inc August 2011 - December 2011
Wells Fargo Financial July 2008 - July 2011
Skills
My number one skill is..., Microsoft Office, Insurance, Customer Service, Outlook, Microsoft Word, Recruiting, Coaching, Employee Relations, Account Management, Human Resources, Property & Casualty..., Risk Management, Banking
Education
Wilkes University 1984 — 1995
BA, Economics
Lackawanna College 1983 — 1987
Associate, Banking and Finance
Penn State University 1981 — 1983
Associate, Accounting and Marketing of Business
Claudia (Cypher) Kane Claudia (Cypher) Kane's Wells Fargo Advisors Experience December 1997 - September 2011
Job CPWA®, CIMA®, CFP®, ADPA®, CDFA®
Industry Financial Services
Experience
Raymond James Financial Inc. October 2011 - Present
Wells Fargo Advisors December 1997 - September 2011
Not Available March 1985 - December 1997
Skills
Series 7, Investment Advisory, Retirement Planning, Series 63, Wealth Management, Investment Strategies, Alternative Investments, Strategic Financial..., Investments, Asset Managment, Separately Managed..., Retirement, Uniform Combined State..., Asset Allocation, 401k, Mutual Funds, Retirement Plan..., Wealth Management..., Financial Advisory, IRAs, Wealth, Asset Management, ETFs, Investment Management, Securities, Finance, Portfolio Management, Financial Services, Financial Analysis, Estate Planning, Equities, Insurance
Education
University of Chicago,Booth School of Business 2008 — 2008
CPWA
University of Pennsylvania - The Wharton School 2000 — 2000
Certified Investment Management Analyst
Queen's University, Belfast 1970 — 1973
Bachelor of Arts, Psychology/Anthropology & Russian Studies
Raymond James Financial Inc. October 2011 - Present
Wells Fargo Advisors December 1997 - September 2011
Not Available March 1985 - December 1997
Skills
Series 7, Investment Advisory, Retirement Planning, Series 63, Wealth Management, Investment Strategies, Alternative Investments, Strategic Financial..., Investments, Asset Managment, Separately Managed..., Retirement, Uniform Combined State..., Asset Allocation, 401k, Mutual Funds, Retirement Plan..., Wealth Management..., Financial Advisory, IRAs, Wealth, Asset Management, ETFs, Investment Management, Securities, Finance, Portfolio Management, Financial Services, Financial Analysis, Estate Planning, Equities, Insurance
Education
University of Chicago,Booth School of Business 2008 — 2008
CPWA
University of Pennsylvania - The Wharton School 2000 — 2000
Certified Investment Management Analyst
Queen's University, Belfast 1970 — 1973
Bachelor of Arts, Psychology/Anthropology & Russian Studies
Gary J. Pannuzzo Jr. , MBA Gary J. Pannuzzo Jr. , MBA's Wells Fargo Advisors Experience 2010 - 2011
Job Sr. Financial Analyst, FP&A at Dun and Bradstreet
Industry Financial Services
Experience
Dun and Bradstreet October 2014 - Present
Toys R Us 2012 - 2014
Toys R Us 2011 - 2012
Wells Fargo Advisors 2010 - 2011
Skills
Analysis, Budgets, Strategy, SQL, Oracle, APT, Forecasting, Finance, Sales, Business Intelligence, Microsoft Excel, Customer Service, Financial Modeling, Marketing, Financial Analysis, Strategic Financial..., Teradata Studio, Microsoft Office, Microstrategy
Education
Providence College
BS, Marketing, Finance
Providence College
MBA, Finance
Dun and Bradstreet October 2014 - Present
Toys R Us 2012 - 2014
Toys R Us 2011 - 2012
Wells Fargo Advisors 2010 - 2011
Skills
Analysis, Budgets, Strategy, SQL, Oracle, APT, Forecasting, Finance, Sales, Business Intelligence, Microsoft Excel, Customer Service, Financial Modeling, Marketing, Financial Analysis, Strategic Financial..., Teradata Studio, Microsoft Office, Microstrategy
Education
Providence College
BS, Marketing, Finance
Providence College
MBA, Finance
Thia LaMarche Thia LaMarche's Wells Fargo Advisors Experience January 2008 - June 2011
Job Administrative Assistant to Service Directors at LifeWorks NW
Industry Individual & Family Services
Experience
LifeWorks NW March 2012 - Present
Central City Concern December 2011 - April 2012
Mission Chapter Toastmasters July 2010 - June 2011
Wells Fargo Advisors January 2008 - June 2011
A.G. Edwards & Sons, Inc. June 1998 - December 2007
Mt. Hood Community College September 1996 - May 1998
Skills
Creative Problem Solving, Teaching, Event Planning, Customer Service, Client Relationship..., Public Speaking, Internet Research, Learning, Administrative Support, Office Organization, Listening Skills, Telephone Skills, Writing Skills, General Office Duties, Microsoft Office, Excel, Word, Outlook, Databases, Spanish, Order Entry, Microsoft Word, Microsoft Excel, Time Management, Online Research, Administrative..., Community Outreach, Nonprofits, Social Media, Office Management, Training, Editing, Social Networking, Leadership, Writing
Education
Portland State University 1991 — 1995
B.A., Applied Linguistics, TESOL, Spanish
Benson Polytechnic High School 1982 — 1986
Honors Graduate, Architectural Drafting
LifeWorks NW March 2012 - Present
Central City Concern December 2011 - April 2012
Mission Chapter Toastmasters July 2010 - June 2011
Wells Fargo Advisors January 2008 - June 2011
A.G. Edwards & Sons, Inc. June 1998 - December 2007
Mt. Hood Community College September 1996 - May 1998
Skills
Creative Problem Solving, Teaching, Event Planning, Customer Service, Client Relationship..., Public Speaking, Internet Research, Learning, Administrative Support, Office Organization, Listening Skills, Telephone Skills, Writing Skills, General Office Duties, Microsoft Office, Excel, Word, Outlook, Databases, Spanish, Order Entry, Microsoft Word, Microsoft Excel, Time Management, Online Research, Administrative..., Community Outreach, Nonprofits, Social Media, Office Management, Training, Editing, Social Networking, Leadership, Writing
Education
Portland State University 1991 — 1995
B.A., Applied Linguistics, TESOL, Spanish
Benson Polytechnic High School 1982 — 1986
Honors Graduate, Architectural Drafting
Shane Peak's Wells Fargo Advisors Experience July 2003 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2003 - Present
Skills
401k Rollovers, Estate Investment..., Fixed Income Strategies, Investment Strategies, Multi-generational..., Retirement Planning, Wealth Preservation..., Strategic Planning, Investments, tax-efficient strategies
Education
Pittsburg State University 2001 — 2002
Master's Degree, Business Administration
Pittsburg State University 1995 — 2000
Bachelor's Degree, Finance
Wells Fargo Advisors July 2003 - Present
Skills
401k Rollovers, Estate Investment..., Fixed Income Strategies, Investment Strategies, Multi-generational..., Retirement Planning, Wealth Preservation..., Strategic Planning, Investments, tax-efficient strategies
Education
Pittsburg State University 2001 — 2002
Master's Degree, Business Administration
Pittsburg State University 1995 — 2000
Bachelor's Degree, Finance
Andrew Segovia Andrew Segovia's Wells Fargo Advisors Experience April 2011 - Present
Job Financial Advisor, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2011 - Present
Skills
Financial Advisory, Retirement Planning, 401k Rollovers, Insurance, Relationship Management, Risk Management, Investments, Life Insurance, Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
University of Phoenix-Southern California Campus 1995 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Wells Fargo Advisors April 2011 - Present
Skills
Financial Advisory, Retirement Planning, 401k Rollovers, Insurance, Relationship Management, Risk Management, Investments, Life Insurance, Strategy
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
University of Phoenix-Southern California Campus 1995 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Jon Oliva Jon Oliva's Wells Fargo Advisors Experience April 2003 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2003 - Present
Skills
Investment Strategies, Retirement Planning, Finance, Financial Advisory, Portfolio Management, Securities, Mutual Funds, Asset Allocation, Financial Analysis, Financial Planning, Loans
Education
Portland State University
Social Sciences
Wells Fargo Advisors April 2003 - Present
Skills
Investment Strategies, Retirement Planning, Finance, Financial Advisory, Portfolio Management, Securities, Mutual Funds, Asset Allocation, Financial Analysis, Financial Planning, Loans
Education
Portland State University
Social Sciences
Joshua Bradford Joshua Bradford's Wells Fargo Advisors Experience October 2011 - November 2012
Job National Sales Associate/Wholesaler with Sierra Mutual funds & Ocean Park Asset Management.
Industry Capital Markets
Experience
Sierra Investment Management, Inc. June 2015 - Present
Merrill Lynch December 2014 - June 2015
AssetMark March 2014 - December 2014
AssetMark November 2012 - March 2014
Wells Fargo Advisors October 2011 - November 2012
Wells Fargo Advisors July 2009 - September 2011
Wells Fargo Advisors April 2006 - July 2009
Washington Mutual November 2002 - May 2005
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Loans, Credit, Retirement Planning, Financial Advisory, Financial Analysis, Retail Banking, Mortgage Lending, Retirement, Consumer Lending, Small Business Lending, Strategic Planning, Sales, Sales Management, New Business Development, Portfolio Management, Series 7, Training, Salesforce.com, Team Building, Marketing Strategy, Small Business, Coaching, Investment Advisory, Securities, Relationship Management, Bonds, Wealth Management..., Investment Strategies, Banking, Financial Services, ETFs, Strategic Financial..., Wealth, Fixed Income, Alternative Investments, Private Banking, Insurance, Asset Management, Fixed Annuities, Equities, Investment Management, High Net Worth..., Cross Selling, IRAs, 401k, Variable Annuities
Education
Penn State University
B.S. Finance, Accounting and Finance
Sierra Investment Management, Inc. June 2015 - Present
Merrill Lynch December 2014 - June 2015
AssetMark March 2014 - December 2014
AssetMark November 2012 - March 2014
Wells Fargo Advisors October 2011 - November 2012
Wells Fargo Advisors July 2009 - September 2011
Wells Fargo Advisors April 2006 - July 2009
Washington Mutual November 2002 - May 2005
Skills
Investments, Wealth Management, Mutual Funds, Asset Allocation, Loans, Credit, Retirement Planning, Financial Advisory, Financial Analysis, Retail Banking, Mortgage Lending, Retirement, Consumer Lending, Small Business Lending, Strategic Planning, Sales, Sales Management, New Business Development, Portfolio Management, Series 7, Training, Salesforce.com, Team Building, Marketing Strategy, Small Business, Coaching, Investment Advisory, Securities, Relationship Management, Bonds, Wealth Management..., Investment Strategies, Banking, Financial Services, ETFs, Strategic Financial..., Wealth, Fixed Income, Alternative Investments, Private Banking, Insurance, Asset Management, Fixed Annuities, Equities, Investment Management, High Net Worth..., Cross Selling, IRAs, 401k, Variable Annuities
Education
Penn State University
B.S. Finance, Accounting and Finance
Jennifer Kingston (Chapple) Jennifer Kingston (Chapple)'s Wells Fargo Advisors Experience April 2012 - May 2013
Job Edward Jones
Industry Financial Services
Experience
Edward Jones May 2015 - Present
Stifel Nicolaus January 2015 - May 2015
TD Ameritrade May 2013 - December 2014
Wells Fargo Advisors April 2012 - May 2013
Pershing June 2004 - March 2012
J.B Hanauer 2003 - 2004
Skills
Series 63, Series 7, Series 66, Finance, Trading, Fixed Income, Bonds, Wealth Management, Bloomberg, Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Management, FINRA
Education
Providence College 2000 — 2004
BA, Political Science & Business Studies
Villa Walsh Academy 1996 — 2000
Edward Jones May 2015 - Present
Stifel Nicolaus January 2015 - May 2015
TD Ameritrade May 2013 - December 2014
Wells Fargo Advisors April 2012 - May 2013
Pershing June 2004 - March 2012
J.B Hanauer 2003 - 2004
Skills
Series 63, Series 7, Series 66, Finance, Trading, Fixed Income, Bonds, Wealth Management, Bloomberg, Investments, Capital Markets, Asset Allocation, Investment Advisory, Asset Management, FINRA
Education
Providence College 2000 — 2004
BA, Political Science & Business Studies
Villa Walsh Academy 1996 — 2000
Louis J. Grimaldi Louis J. Grimaldi's Wells Fargo Advisors Experience December 2008 - Present
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors December 2008 - Present
UBS Wealth Management November 2000 - December 2008
Skills
Mutual Funds, Retirement Planning, Investments, Investment Strategies, Asset Allocation, Wealth Preservation..., Risk Management, 401k Rollovers, Estate Investment..., Insurance, Portfolio Management, Finance, Retirement, Financial Analysis
Education
Plymouth State University 1989 — 1993
Bachelor of Science (B.S.), Marketing
Attleboro High School 1985 — 1989
Wells Fargo Advisors December 2008 - Present
UBS Wealth Management November 2000 - December 2008
Skills
Mutual Funds, Retirement Planning, Investments, Investment Strategies, Asset Allocation, Wealth Preservation..., Risk Management, 401k Rollovers, Estate Investment..., Insurance, Portfolio Management, Finance, Retirement, Financial Analysis
Education
Plymouth State University 1989 — 1993
Bachelor of Science (B.S.), Marketing
Attleboro High School 1985 — 1989
Andres Alemann Andres Alemann's Wells Fargo Advisors Experience June 2015 - July 2015
Job Markets & Products Strategy Intern at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors June 2015 - July 2015
Interim HealthCare June 2014 - August 2014
iFlow May 2014 - June 2014
Quinnipiac University Fitness Center September 2012 - May 2014
Skills
Microsoft Office, Social Media, Teamwork, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking
Education
Quinnipiac University 2012 — 2016
Finance
Wells Fargo Advisors June 2015 - July 2015
Interim HealthCare June 2014 - August 2014
iFlow May 2014 - June 2014
Quinnipiac University Fitness Center September 2012 - May 2014
Skills
Microsoft Office, Social Media, Teamwork, Microsoft Word, PowerPoint, Microsoft Excel, Public Speaking
Education
Quinnipiac University 2012 — 2016
Finance
Lauren Lamb's Wells Fargo Advisors Experience June 2012 - June 2013
Job Outreach and Enrollment Manager
Industry Hospital & Health Care
Experience
HealthLinc Community Health Center June 2013 - Present
Wells Fargo Advisors June 2012 - June 2013
Merrill Lynch October 2010 - June 2012
Thrivent Financial for Lutherans May 2007 - October 2010
Chase July 2004 - February 2007
Skills
Retirement Planning, Financial Planning, Wealth Management, Series 7, Investments, Series 66, Indiana Life and Health, Health, Uniform Combined State..., Financial Services, Financial Analysis, Insurance, Management, Strategic Financial..., Credit Analysis, Banking, Budgets, Finance, Strategic Planning, Long-term Care, Small Business Lending, Customer Service, Leadership, Public Speaking
Education
Purdue University - Krannert School of Management 1995 — 2000
Bachelor's of Science, Business, Management, Marketing, and Related Support Services
HealthLinc Community Health Center June 2013 - Present
Wells Fargo Advisors June 2012 - June 2013
Merrill Lynch October 2010 - June 2012
Thrivent Financial for Lutherans May 2007 - October 2010
Chase July 2004 - February 2007
Skills
Retirement Planning, Financial Planning, Wealth Management, Series 7, Investments, Series 66, Indiana Life and Health, Health, Uniform Combined State..., Financial Services, Financial Analysis, Insurance, Management, Strategic Financial..., Credit Analysis, Banking, Budgets, Finance, Strategic Planning, Long-term Care, Small Business Lending, Customer Service, Leadership, Public Speaking
Education
Purdue University - Krannert School of Management 1995 — 2000
Bachelor's of Science, Business, Management, Marketing, and Related Support Services
Jared Johnson's Wells Fargo Advisors Experience June 2010 - August 2010
Job Associate at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management June 2012 - July 2015
J.P. Morgan Asset Management June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Presentations, Business Strategy, Competitive Analysis, Financial Modeling
Education
Purdue University 2008 — 2012
Bachelor’s Degree, Management, Finance Concentration
School of Visual Arts
Continuing Education, Interior Design
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management June 2012 - July 2015
J.P. Morgan Asset Management June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Accounting, Presentations, Business Strategy, Competitive Analysis, Financial Modeling
Education
Purdue University 2008 — 2012
Bachelor’s Degree, Management, Finance Concentration
School of Visual Arts
Continuing Education, Interior Design
Michelle Tomay Michelle Tomay's Wells Fargo Advisors Experience February 2002 - June 2003
Job Trusted Loving and Respectful Care Taker Homes Chidren and Beloved Pets.
Industry Consumer Services
Experience
Care taker of Homes, Children and Pets. October 2011 - Present
Christmas Unlimited, Inc. 2011 - Present
Pikes Peak Community College 2000 - 2014
Servicon Systems Inc. April 2009 - June 2011
A Complete Home Services 2006 - 2009
Bank of America August 2003 - October 2006
Wells Fargo Advisors February 2002 - June 2003
AutoZone January 2000 - August 2001
Adelphia Cable/Century Communications Cable January 1998 - January 2000
Skills
Customer Service, English, Public Relations, Sales, Editing, Negotiation, Cable Services Call..., Parts Sales Manager, Data Entry, Microsoft Office, Coaching, Training, Customer Satisfaction, Time Management, Aircraft Utilitiy..., Military Base..., Call Center Credit..., 2010 Word, Excel and...
Education
Pikes Peak Community College 2000 — 2002
Associates in Applied Science in Facility Maintenance/General Studies, Facilities Maintenance Technology/ Information Technology Support Program, 4.0
Victor Valley College
Science in Business Administration, Facility Maintenance, 3.25
Care taker of Homes, Children and Pets. October 2011 - Present
Christmas Unlimited, Inc. 2011 - Present
Pikes Peak Community College 2000 - 2014
Servicon Systems Inc. April 2009 - June 2011
A Complete Home Services 2006 - 2009
Bank of America August 2003 - October 2006
Wells Fargo Advisors February 2002 - June 2003
AutoZone January 2000 - August 2001
Adelphia Cable/Century Communications Cable January 1998 - January 2000
Skills
Customer Service, English, Public Relations, Sales, Editing, Negotiation, Cable Services Call..., Parts Sales Manager, Data Entry, Microsoft Office, Coaching, Training, Customer Satisfaction, Time Management, Aircraft Utilitiy..., Military Base..., Call Center Credit..., 2010 Word, Excel and...
Education
Pikes Peak Community College 2000 — 2002
Associates in Applied Science in Facility Maintenance/General Studies, Facilities Maintenance Technology/ Information Technology Support Program, 4.0
Victor Valley College
Science in Business Administration, Facility Maintenance, 3.25
Steve Marciniak CRPC® Steve Marciniak CRPC®'s Wells Fargo Advisors Experience June 2002 - January 2013
Job Financial Advisor, Managing Director, MARCINIAK FINANCIAL GROUP
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2013 - Present
Wells Fargo Advisors June 2002 - January 2013
Smith Barney April 2000 - June 2002
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Marketing
Emmaus High School 1985 — 1989
Ameriprise Financial Services, Inc. February 2013 - Present
Wells Fargo Advisors June 2002 - January 2013
Smith Barney April 2000 - June 2002
Education
Penn State University 1989 — 1993
Bachelor of Science (B.S.), Marketing
Emmaus High School 1985 — 1989
Ashley Riley Ashley Riley's Wells Fargo Advisors Experience May 2013 - August 2014
Job Technical Service Specialist, EP at St. Jude Medical
Industry Medical Devices
Experience
St. Jude Medical February 2015 - Present
Wells Fargo Advisors May 2013 - August 2014
UPMC June 2012 - August 2012
UPMC June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Matlab, Solidworks, COMSOL
Education
Arrhythmia Technologies Institute (ATI) 2014 — 2015
Certificate, Cardiac Device Technology
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Biomedical/Medical Engineering
St. Jude Medical February 2015 - Present
Wells Fargo Advisors May 2013 - August 2014
UPMC June 2012 - August 2012
UPMC June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Matlab, Solidworks, COMSOL
Education
Arrhythmia Technologies Institute (ATI) 2014 — 2015
Certificate, Cardiac Device Technology
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Biomedical/Medical Engineering
Max Greenberg Max Greenberg's Wells Fargo Advisors Experience March 2013 - Present
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2001 - March 2013
Oppenheimer & Co. May 1986 - June 2001
Skills
Investments, Financial Advisory, Portfolio Management, Retirement Planning, Mutual Funds, Fixed Income, Equities, Alternative Investments, Investment Strategies
Education
Princeton University 1972 — 1977
Masters, Physics
University of California, Berkeley
Bachelor's Degree, Physics, Phi Beta Kappa
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Wealth Management June 2001 - March 2013
Oppenheimer & Co. May 1986 - June 2001
Skills
Investments, Financial Advisory, Portfolio Management, Retirement Planning, Mutual Funds, Fixed Income, Equities, Alternative Investments, Investment Strategies
Education
Princeton University 1972 — 1977
Masters, Physics
University of California, Berkeley
Bachelor's Degree, Physics, Phi Beta Kappa
Paul Nolde Paul Nolde's Wells Fargo Advisors Experience August 2010 - November 2010
Job Angel investing
Industry Venture Capital & Private Equity
Experience
New Richmond Ventures July 2014 - Present
Virginia Community Capital November 2011 - July 2014
PhiloSophia August 2010 - January 2012
Walnut Grove Holdings, LLC November 2010 - October 2011
Wells Fargo Advisors August 2010 - November 2010
Union First Market Bank May 2009 - August 2010
Bank of America October 2005 - April 2009
Bank of America January 2005 - October 2005
Wachovia, A Wells Fargo Company January 2004 - January 2005
Wachovia, A Wells Fargo Company May 2003 - January 2004
Education
Dale Carnegie Institute of Public Speaking 2004 — 2004
High Impact Presentations
McIntire Business Institute at the University of Virginia School of Commerce 2001 — 2001
Finance
Pontificia Universidad Católica del Perú 2000 — 2000
Foreign Affairs, Spanish, History, Archeology
University of Virginia 1997 — 2001
BA, Foreign Affairs
Douglas S. Freeman High School 1994 — 1997
New Richmond Ventures July 2014 - Present
Virginia Community Capital November 2011 - July 2014
PhiloSophia August 2010 - January 2012
Walnut Grove Holdings, LLC November 2010 - October 2011
Wells Fargo Advisors August 2010 - November 2010
Union First Market Bank May 2009 - August 2010
Bank of America October 2005 - April 2009
Bank of America January 2005 - October 2005
Wachovia, A Wells Fargo Company January 2004 - January 2005
Wachovia, A Wells Fargo Company May 2003 - January 2004
Education
Dale Carnegie Institute of Public Speaking 2004 — 2004
High Impact Presentations
McIntire Business Institute at the University of Virginia School of Commerce 2001 — 2001
Finance
Pontificia Universidad Católica del Perú 2000 — 2000
Foreign Affairs, Spanish, History, Archeology
University of Virginia 1997 — 2001
BA, Foreign Affairs
Douglas S. Freeman High School 1994 — 1997
Michele Bailey's Wells Fargo Advisors Experience February 2000 - July 2010
Job Controller at Pamlico Capital
Industry Financial Services
Experience
Pamlico Capital February 2000 - Present
Wells Fargo Advisors February 2000 - July 2010
Trammell Crow Company 1998 - February 2000
Skills
Financial Reporting, Fund Administration, Fund Accounting, Compliance, Financial Analysis, Asset Management, Due Diligence, Investments, Corporate Finance, Financial Modeling, Financial Accounting, Mergers & Acquisitions, Investment Banking, Capital Markets, Sarbanes-Oxley Act
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Queens University of Charlotte
Pamlico Capital February 2000 - Present
Wells Fargo Advisors February 2000 - July 2010
Trammell Crow Company 1998 - February 2000
Skills
Financial Reporting, Fund Administration, Fund Accounting, Compliance, Financial Analysis, Asset Management, Due Diligence, Investments, Corporate Finance, Financial Modeling, Financial Accounting, Mergers & Acquisitions, Investment Banking, Capital Markets, Sarbanes-Oxley Act
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Queens University of Charlotte
Rebecca Perkins Rebecca Perkins's Wells Fargo Advisors Experience 1992 - 2011
Job Certified Divorce Financial Analyst, Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James 2011 - Present
Wells Fargo Advisors 1992 - 2011
Skills
Asset Allocation, Investment Advisory, Series 7, Retirement Planning, 401k, Investment Strategies, Mutual Funds, Estate Planning, Annuities, Retirement, Alternative Investments, Financial Advisory, Stocks, Endowments, Financial Planning, Insurance Planning, Institutional Clients, Private Wealth..., Asset Management, Securities, Bonds, Investments, High Net Worth..., Fixed Income, ETFs, Private Banking, Hedge Funds, Insurance, Private Equity, Cash Management, Funding, Foundations, Portfolio Management, Wealth Management, Risk Management, Strategic Financial..., Investment Management, Finance, Equities, Institutional..., Small Business, IRAs, Financial Services, Life Insurance, Capital Markets, Personal Finance, Due Diligence
Education
Penn State University 1980 — 1984
B.S., Economics
Nether Providence High School
Raymond James 2011 - Present
Wells Fargo Advisors 1992 - 2011
Skills
Asset Allocation, Investment Advisory, Series 7, Retirement Planning, 401k, Investment Strategies, Mutual Funds, Estate Planning, Annuities, Retirement, Alternative Investments, Financial Advisory, Stocks, Endowments, Financial Planning, Insurance Planning, Institutional Clients, Private Wealth..., Asset Management, Securities, Bonds, Investments, High Net Worth..., Fixed Income, ETFs, Private Banking, Hedge Funds, Insurance, Private Equity, Cash Management, Funding, Foundations, Portfolio Management, Wealth Management, Risk Management, Strategic Financial..., Investment Management, Finance, Equities, Institutional..., Small Business, IRAs, Financial Services, Life Insurance, Capital Markets, Personal Finance, Due Diligence
Education
Penn State University 1980 — 1984
B.S., Economics
Nether Providence High School
Leslie Godsoe's Wells Fargo Advisors Experience May 2003 - April 2010
Job Contract Administrative Assistant at AMRI (Albany Molecular Research Inc.)
Industry Financial Services
Experience
Winter Wyman November 2014 - January 2015
KNF&T Staffing Resources April 2013 - April 2014
Crate & Barrel November 2012 - March 2013
Randstad October 2012 - October 2012
Wells Fargo Advisors May 2003 - April 2010
John Hancock Life Insurance Company (U.S.A.) April 1997 - January 2002
Skills
Administrative Support, Customer Relations, Spreadsheets, Outlook, Excel, Word, PowerPoint, Customer Service, Microsoft Office, Telephone Skills, Access, Scheduling, Sales Support, Microsoft Excel, Social Networking, Accounting, Marketing, Leadership, Team Building, Sales, Event Planning
Education
Purdue University
Bachelor's Degree
Winter Wyman November 2014 - January 2015
KNF&T Staffing Resources April 2013 - April 2014
Crate & Barrel November 2012 - March 2013
Randstad October 2012 - October 2012
Wells Fargo Advisors May 2003 - April 2010
John Hancock Life Insurance Company (U.S.A.) April 1997 - January 2002
Skills
Administrative Support, Customer Relations, Spreadsheets, Outlook, Excel, Word, PowerPoint, Customer Service, Microsoft Office, Telephone Skills, Access, Scheduling, Sales Support, Microsoft Excel, Social Networking, Accounting, Marketing, Leadership, Team Building, Sales, Event Planning
Education
Purdue University
Bachelor's Degree
Marvin Rolle Marvin Rolle's Wells Fargo Advisors Experience November 2012 - Present
Job Software Test Coordinator
Industry Banking
Experience
Wells Fargo Advisors November 2012 - Present
Wachovia, A Wells Fargo Company August 2011 - November 2012
Wachovia March 2007 - August 2011
Skills
Quality Center 9.2, User Acceptance Testing, Quality Assurance, Quality Center, SDLC, Test Planning, Process Improvement, Management, Testing, Customer Service, Requirements Analysis, Business Analysis
Education
Pfeiffer University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
Wells Fargo Advisors November 2012 - Present
Wachovia, A Wells Fargo Company August 2011 - November 2012
Wachovia March 2007 - August 2011
Skills
Quality Center 9.2, User Acceptance Testing, Quality Assurance, Quality Center, SDLC, Test Planning, Process Improvement, Management, Testing, Customer Service, Requirements Analysis, Business Analysis
Education
Pfeiffer University 1997 — 2000
Master of Business Administration (MBA), Business Administration and Management, General, 3.4
Dag Mavrolas Dag Mavrolas's Wells Fargo Advisors Experience January 2004 - March 2005
Job Real Estate Broker at Keller Williams Real Estate
Industry Computer Software
Experience
Dar & Darcie Real Estate Group May 2015 - Present
Keller Williams Realty, Inc. May 2015 - Present
Applied Innovations August 2012 - May 2015
Awesome Cloud Services, LLC August 2012 - May 2015
Rise Partners June 2011 - August 2012
Tripwire January 2010 - June 2011
Merrill Lynch March 2005 - August 2008
Wells Fargo Advisors January 2004 - March 2005
First Consumers National Bank October 2001 - June 2003
First Consumers National Bank March 1995 - October 2001
Skills
Sales Pipeline..., Portfolio Management, Staff Management, Negotiation, Cloud Computing, Sales Management, CRM, Channel, Channel Partners, Windows Server, Sales Operations, Sales, Professional Services, Cross-functional Team..., E-commerce, Lead Generation, Sales Enablement, Management, Product Management, Customer Experience, Leadership, Networking, IT Service Management, Strategic Partnerships, Hyper-V, Managed Services, B2B, Direct Sales, Selling, Software Industry, Partner Management, New Business Development, Business Development
Education
Portland State University
Psychology
Sunset
Dar & Darcie Real Estate Group May 2015 - Present
Keller Williams Realty, Inc. May 2015 - Present
Applied Innovations August 2012 - May 2015
Awesome Cloud Services, LLC August 2012 - May 2015
Rise Partners June 2011 - August 2012
Tripwire January 2010 - June 2011
Merrill Lynch March 2005 - August 2008
Wells Fargo Advisors January 2004 - March 2005
First Consumers National Bank October 2001 - June 2003
First Consumers National Bank March 1995 - October 2001
Skills
Sales Pipeline..., Portfolio Management, Staff Management, Negotiation, Cloud Computing, Sales Management, CRM, Channel, Channel Partners, Windows Server, Sales Operations, Sales, Professional Services, Cross-functional Team..., E-commerce, Lead Generation, Sales Enablement, Management, Product Management, Customer Experience, Leadership, Networking, IT Service Management, Strategic Partnerships, Hyper-V, Managed Services, B2B, Direct Sales, Selling, Software Industry, Partner Management, New Business Development, Business Development
Education
Portland State University
Psychology
Sunset
Joshua Haberman's Wells Fargo Advisors Experience June 2014 - August 2014
Job Student Athlete at Princeton University
Industry Financial Services
Experience
Princeton University Men's Soccer August 2013 - Present
Sound Wealth Financial Group May 2015 - August 2015
Park Avenue Securities May 2015 - August 2015
Wells Fargo Advisors June 2014 - August 2014
Engineers Country Club May 2013 - August 2014
Skills
Microsoft Excel, Java, Financial Services, Living Balance Sheet, Morningstar Office, Financial Planning, Portfolio Management, Public Speaking, Insurance, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Sales
Education
Princeton University 2013 — 2017
Bachelor of Arts (BA), Woodrow Wilson School of Public and International Affairs
Syosset Senior High School 2009 — 2013
Princeton University Men's Soccer August 2013 - Present
Sound Wealth Financial Group May 2015 - August 2015
Park Avenue Securities May 2015 - August 2015
Wells Fargo Advisors June 2014 - August 2014
Engineers Country Club May 2013 - August 2014
Skills
Microsoft Excel, Java, Financial Services, Living Balance Sheet, Morningstar Office, Financial Planning, Portfolio Management, Public Speaking, Insurance, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Sales
Education
Princeton University 2013 — 2017
Bachelor of Arts (BA), Woodrow Wilson School of Public and International Affairs
Syosset Senior High School 2009 — 2013
Kaitlin Zeek Kaitlin Zeek's Wells Fargo Advisors Experience January 2013 - August 2014
Job Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2015 - Present
Fidelity Investments August 2014 - Present
Wells Fargo Advisors January 2013 - August 2014
Wells Fargo May 2011 - January 2013
Education
Providence College 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Maine 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Pomfret School 2004 — 2007
HS
Fidelity Investments September 2015 - Present
Fidelity Investments August 2014 - Present
Wells Fargo Advisors January 2013 - August 2014
Wells Fargo May 2011 - January 2013
Education
Providence College 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Maine 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Pomfret School 2004 — 2007
HS
Dave Fohr's Wells Fargo Advisors Experience October 2012 - Present
Job Compliance Consultant Retail Compliance Advice at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
LPL Financial August 2011 - October 2012
MetLife March 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Inc September 2002 - September 2009
Citigroup January 1997 - September 2009
Salomon Smith Barney, Inc February 2001 - September 2002
Salomon Smith Barney, Inc January 1997 - February 2001
Skills
Securities, FINRA, AML, Internal Audit, Brokerage, Series 63, Mutual Funds, Wealth Management, Risk Management, Investments, Insurance, Asset Managment, Financial Risk, Financial Services, Series 9 & 10, Series 7, Series 65, Brokerage Operations..., Securities Compliance, Asset Allocation, Asset Management, Retirement, Strategic Financial..., Alternative Investments, Employee Benefits, Financial Advisory, Financial Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Trading, Fixed Annuities, Options, Series 24
Education
Robert Morris College 1995 — 1997
Bachelor of Science, Business Administration
Robert Morris University 1995 — 1997
Bachelor of Science, Business Administration
Penn State University 1990 — 1992
Bethel Park High School 1986 — 1990
Wells Fargo Advisors October 2012 - Present
LPL Financial August 2011 - October 2012
MetLife March 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Inc September 2002 - September 2009
Citigroup January 1997 - September 2009
Salomon Smith Barney, Inc February 2001 - September 2002
Salomon Smith Barney, Inc January 1997 - February 2001
Skills
Securities, FINRA, AML, Internal Audit, Brokerage, Series 63, Mutual Funds, Wealth Management, Risk Management, Investments, Insurance, Asset Managment, Financial Risk, Financial Services, Series 9 & 10, Series 7, Series 65, Brokerage Operations..., Securities Compliance, Asset Allocation, Asset Management, Retirement, Strategic Financial..., Alternative Investments, Employee Benefits, Financial Advisory, Financial Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Trading, Fixed Annuities, Options, Series 24
Education
Robert Morris College 1995 — 1997
Bachelor of Science, Business Administration
Robert Morris University 1995 — 1997
Bachelor of Science, Business Administration
Penn State University 1990 — 1992
Bethel Park High School 1986 — 1990
Kimberly Higgins, CRCM, MBA, MSOD, PMP Kimberly Higgins, CRCM, MBA, MSOD, PMP's Wells Fargo Advisors Experience 2011 - 2015
Job Compliance Consultant International Group Compliance and Operational Risk Management GTFx at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2015 - Present
Wells Fargo Advisors 2011 - 2015
Wells Fargo Funds Management 2009 - 2011
Wachovia Securities 2005 - 2008
Banc of America Investments 2003 - 2005
BB&T Investment Services, Inc 2000 - 2003
Vanguard Group 1997 - 2000
Skills
Banking, Portfolio Management, Management, Mutual Funds, Fixed Income, Project Management, Risk Management, Leadership, Equities, Financial Risk, FINRA, Asset Management, Management Consulting, Capital Markets, Strategy, Customer Service, Financial Services
Education
Queens University of Charlotte 2008 — 2011
MS, Organization Development
Queens University of Charlotte 2004 — 2008
MBA, Finance
Brookville High School
Virginia Polytechnic Institute and State University
BA, International Studies, (Business and Asian Studies)
Virginia Polytechnic Institute and State University
BA, Communication Studies, (Public Relations)
Wells Fargo January 2015 - Present
Wells Fargo Advisors 2011 - 2015
Wells Fargo Funds Management 2009 - 2011
Wachovia Securities 2005 - 2008
Banc of America Investments 2003 - 2005
BB&T Investment Services, Inc 2000 - 2003
Vanguard Group 1997 - 2000
Skills
Banking, Portfolio Management, Management, Mutual Funds, Fixed Income, Project Management, Risk Management, Leadership, Equities, Financial Risk, FINRA, Asset Management, Management Consulting, Capital Markets, Strategy, Customer Service, Financial Services
Education
Queens University of Charlotte 2008 — 2011
MS, Organization Development
Queens University of Charlotte 2004 — 2008
MBA, Finance
Brookville High School
Virginia Polytechnic Institute and State University
BA, International Studies, (Business and Asian Studies)
Virginia Polytechnic Institute and State University
BA, Communication Studies, (Public Relations)
Alan R Levine's Wells Fargo Advisors Experience September 2009 - August 2010
Job Sr. Quantitative Financial Analyst, Vice President
Industry Banking
Experience
Wells Fargo Advisors September 2009 - August 2010
Credit Suisse September 2007 - January 2009
Citigroup March 1996 - August 2007
Morgan Stanley, New York, NY November 1993 - February 1996
IBM, Rochester, MN January 1992 - July 1993
Skills
SDLC, Agile Methodologies, Quantitative Analytics, Quantitative Management, Java Development, Matlab, Quantitative Models, Business Analysis, PMP, Quality Assurance, Oracle, Software Documentation, Project Management, Management, Analysis, Java
Education
Purdue University 1988 — 1991
Ph.D., Mechanical Engineering
Wells Fargo Advisors September 2009 - August 2010
Credit Suisse September 2007 - January 2009
Citigroup March 1996 - August 2007
Morgan Stanley, New York, NY November 1993 - February 1996
IBM, Rochester, MN January 1992 - July 1993
Skills
SDLC, Agile Methodologies, Quantitative Analytics, Quantitative Management, Java Development, Matlab, Quantitative Models, Business Analysis, PMP, Quality Assurance, Oracle, Software Documentation, Project Management, Management, Analysis, Java
Education
Purdue University 1988 — 1991
Ph.D., Mechanical Engineering
John Stella John Stella's Wells Fargo Advisors Experience June 2000 - February 2011
Job Financial Advisor, Associate Vice President Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc February 2011 - Present
Wells Fargo Advisors June 2000 - February 2011
DuPont 1984 - 2000
Education
Penn State University 1980 — 1984
BS, Computer Science
Ameriprise Financial Services, Inc February 2011 - Present
Wells Fargo Advisors June 2000 - February 2011
DuPont 1984 - 2000
Education
Penn State University 1980 — 1984
BS, Computer Science
Chad Sterrett, MS's Wells Fargo Advisors Experience June 2010 - August 2013
Job Learning & Development Consultant
Industry Financial Services
Experience
Sterling National Bank August 2013 - Present
Wells Fargo Advisors June 2010 - August 2013
Business People Between Jobs December 2009 - June 2010
The Bank of New York Mellon November 2007 - October 2009
SetClear Pte Ltd., Singapore 2007 - 2007
The Bank of New York 1987 - October 2006
Skills
Organizational..., Supervisory Skills, Customer Service, Coaching, Team Building, Leadership Development, Performance Management, Training, Management, Leadership, Sales, Employee Training, Employee Relations, Banking, Process Improvement, Interviews, Program Management, Change Management
Education
The New School 1990 — 1993
Master of Science
Principia College
Bachelor of Arts
Punahou School
High School
Sterling National Bank August 2013 - Present
Wells Fargo Advisors June 2010 - August 2013
Business People Between Jobs December 2009 - June 2010
The Bank of New York Mellon November 2007 - October 2009
SetClear Pte Ltd., Singapore 2007 - 2007
The Bank of New York 1987 - October 2006
Skills
Organizational..., Supervisory Skills, Customer Service, Coaching, Team Building, Leadership Development, Performance Management, Training, Management, Leadership, Sales, Employee Training, Employee Relations, Banking, Process Improvement, Interviews, Program Management, Change Management
Education
The New School 1990 — 1993
Master of Science
Principia College
Bachelor of Arts
Punahou School
High School
Celia Dickerson Celia Dickerson's Wells Fargo Advisors Experience 1999 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 1999 - Present
Education
University of North Carolina at Greensboro 1989 — 1991
Ed. D, School Administration
University of North Carolina at Chapel Hill 1974 — 1977
M. Ed., Special Education
Queens University of Charlotte 1964 — 1965
BA, History
Wells Fargo Advisors 1999 - Present
Education
University of North Carolina at Greensboro 1989 — 1991
Ed. D, School Administration
University of North Carolina at Chapel Hill 1974 — 1977
M. Ed., Special Education
Queens University of Charlotte 1964 — 1965
BA, History
Anthony (Tony) Levi's Wells Fargo Advisors Experience July 2005 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2005 - Present
Various parishes within The Diocese of Lafayette-in-Indiana September 1986 - February 2005
Skills
Retirement Planning, Public Speaking, Retirement, Team Building, Fixed Annuities, Fundraising, Process Improvement, Microsoft Office, Sales Management, Customer Service, Securities, New Business Development
Education
The University of St. Mary of the Lake, Mundelein Seminary 1989 — 1993
Master of Divinity, Theology
The Pontifical College Josephinum 1986 — 1989
BA, Philosophy
Purdue University 1979 — 1982
AAS, Mechanical Design
Wells Fargo Advisors July 2005 - Present
Various parishes within The Diocese of Lafayette-in-Indiana September 1986 - February 2005
Skills
Retirement Planning, Public Speaking, Retirement, Team Building, Fixed Annuities, Fundraising, Process Improvement, Microsoft Office, Sales Management, Customer Service, Securities, New Business Development
Education
The University of St. Mary of the Lake, Mundelein Seminary 1989 — 1993
Master of Divinity, Theology
The Pontifical College Josephinum 1986 — 1989
BA, Philosophy
Purdue University 1979 — 1982
AAS, Mechanical Design
Angela Keller Angela Keller's Wells Fargo Advisors Experience October 2013 - June 2014
Job Sr. Business Analyst
Industry Information Technology and Services
Experience
Magellan Health June 2014 - Present
Freelance IT Consulting June 2011 - Present
Wells Fargo Advisors October 2013 - June 2014
Adaptive Solutions Group April 2013 - October 2013
Wells Fargo Advisors October 2012 - April 2013
Savvis July 2012 - October 2012
Centene Corporation February 2012 - July 2012
Wells Fargo Advisors July 2010 - December 2011
TEKsystems November 2009 - May 2010
Bank of America November 2009 - May 2010
Skills
SharePoint, Business Analysis, SQL, Visio, Projects, Business Intelligence, Web Services, User Acceptance Testing, Testing, Management, Agile Methodologies, Analysis, Process Improvement, Microsoft SQL Server, Business Process, Data Warehousing, SDLC
Education
Purdue University 1985 — 1988
B.A., Psychology, Computer Science
University of Missouri-Saint Louis 2002 — 2003
Database Technology Certificate
Magellan Health June 2014 - Present
Freelance IT Consulting June 2011 - Present
Wells Fargo Advisors October 2013 - June 2014
Adaptive Solutions Group April 2013 - October 2013
Wells Fargo Advisors October 2012 - April 2013
Savvis July 2012 - October 2012
Centene Corporation February 2012 - July 2012
Wells Fargo Advisors July 2010 - December 2011
TEKsystems November 2009 - May 2010
Bank of America November 2009 - May 2010
Skills
SharePoint, Business Analysis, SQL, Visio, Projects, Business Intelligence, Web Services, User Acceptance Testing, Testing, Management, Agile Methodologies, Analysis, Process Improvement, Microsoft SQL Server, Business Process, Data Warehousing, SDLC
Education
Purdue University 1985 — 1988
B.A., Psychology, Computer Science
University of Missouri-Saint Louis 2002 — 2003
Database Technology Certificate
J. Ellis Straughn III J. Ellis Straughn III's Wells Fargo Advisors Experience June 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors June 2014 - Present
Merrill Lynch October 2008 - June 2014
Wachovia Securities, LLC April 2007 - October 2008
Skills
Retirement Planning, Wealth Management, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Bonds, Financial Advisory, Investment Advisory, Fixed Annuities, Mutual Funds, Series 7, 401k, Life Insurance, Securities, IRAs, Equities, Mortgage Lending, Fixed Income, Variable Annuities, Relationship Management, Wealth, Uniform Combined State..., Retirement, Asset Managment, Investment Management, Term Life Insurance, FINRA, Wealth Management..., ETFs, 401k Rollovers, 529 Plans, Wealth Accumulation, High Net Worth..., Separately Managed..., Roth IRA, Stocks, Financial Goals, Trust Services, Municipal Bonds, Structured Products, Life, Equity Research, Financial Markets, College Savings Plans, Long Term Care Insurance, Qualified Retirement..., Options, SEP IRA, Investment Advisory...
Education
University of Central Florida 2002 — 2005
Polk Community College 1999 — 2002
Winter Haven Senior High School 1995 — 1999
Wells Fargo Advisors June 2014 - Present
Merrill Lynch October 2008 - June 2014
Wachovia Securities, LLC April 2007 - October 2008
Skills
Retirement Planning, Wealth Management, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Bonds, Financial Advisory, Investment Advisory, Fixed Annuities, Mutual Funds, Series 7, 401k, Life Insurance, Securities, IRAs, Equities, Mortgage Lending, Fixed Income, Variable Annuities, Relationship Management, Wealth, Uniform Combined State..., Retirement, Asset Managment, Investment Management, Term Life Insurance, FINRA, Wealth Management..., ETFs, 401k Rollovers, 529 Plans, Wealth Accumulation, High Net Worth..., Separately Managed..., Roth IRA, Stocks, Financial Goals, Trust Services, Municipal Bonds, Structured Products, Life, Equity Research, Financial Markets, College Savings Plans, Long Term Care Insurance, Qualified Retirement..., Options, SEP IRA, Investment Advisory...
Education
University of Central Florida 2002 — 2005
Polk Community College 1999 — 2002
Winter Haven Senior High School 1995 — 1999
Adam Hecht, CFP®, CRPC® Adam Hecht, CFP®, CRPC®'s Wells Fargo Advisors Experience January 2011 - Present
Job Financial Advisor First Vice President Investments, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Morgan Stanley Smith Barney July 2000 - January 2011
Morgan Stanley July 2008 - July 2009
Skills
Investments, Finance, Financial Advisory, Retirement Planning, Mutual Funds, Alternative Investments, Cash Management, Life Insurance, Management, Sales, 401k Rollovers, Asset Allocation, Concentrated Stock..., Estate Investment..., Insurance, Investment Strategies, Risk Management, Stock Market Analysis, Tax Efficient Strategies, Wealth Preservation...
Education
Quinnipiac University 1996 — 2000
Quinnipiac University - School of Business 1996 — 2000
Bachelor of Science, Finance
Providence Country Day 1992 — 1996
High School Diploma
Wells Fargo Advisors January 2011 - Present
Morgan Stanley Smith Barney July 2000 - January 2011
Morgan Stanley July 2008 - July 2009
Skills
Investments, Finance, Financial Advisory, Retirement Planning, Mutual Funds, Alternative Investments, Cash Management, Life Insurance, Management, Sales, 401k Rollovers, Asset Allocation, Concentrated Stock..., Estate Investment..., Insurance, Investment Strategies, Risk Management, Stock Market Analysis, Tax Efficient Strategies, Wealth Preservation...
Education
Quinnipiac University 1996 — 2000
Quinnipiac University - School of Business 1996 — 2000
Bachelor of Science, Finance
Providence Country Day 1992 — 1996
High School Diploma
Khalif J. Guiden Khalif J. Guiden's Wells Fargo Advisors Experience August 2012 - November 2014
Job Analytics Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - September 2015
Wells Fargo Advisors August 2012 - November 2014
Wells Fargo Advisors February 2014 - October 2014
Wells Fargo Advisors July 2012 - March 2014
Wells Fargo Advisors April 2013 - February 2014
Wells Fargo July 2012 - April 2013
Wells Fargo Advisors 2011 - October 2012
Queens University of Charlotte January 2012 - July 2012
Pro Athletes Council September 2010 - February 2011
Queens University of Charlotte August 2010 - 2011
Skills
Public Speaking, Leadership, Marketing, Recruiting, Time Management, Microsoft Office, Project Planning, Management, Analysis, Budgets, Project Management, Research, Financial Reporting, Quantitative Analytics, Finance, PowerPoint, Customer Service, Event Planning, Social Media, Microsoft Excel, Microsoft Word, Financial Analysis, Teamwork, Community Outreach
Education
Queens University of Charlotte 2009 — 2012
Bachelor's of Arts Degree, Business Administration and Management
The Citadel 2008 — 2009
Business
Wells Fargo October 2014 - September 2015
Wells Fargo Advisors August 2012 - November 2014
Wells Fargo Advisors February 2014 - October 2014
Wells Fargo Advisors July 2012 - March 2014
Wells Fargo Advisors April 2013 - February 2014
Wells Fargo July 2012 - April 2013
Wells Fargo Advisors 2011 - October 2012
Queens University of Charlotte January 2012 - July 2012
Pro Athletes Council September 2010 - February 2011
Queens University of Charlotte August 2010 - 2011
Skills
Public Speaking, Leadership, Marketing, Recruiting, Time Management, Microsoft Office, Project Planning, Management, Analysis, Budgets, Project Management, Research, Financial Reporting, Quantitative Analytics, Finance, PowerPoint, Customer Service, Event Planning, Social Media, Microsoft Excel, Microsoft Word, Financial Analysis, Teamwork, Community Outreach
Education
Queens University of Charlotte 2009 — 2012
Bachelor's of Arts Degree, Business Administration and Management
The Citadel 2008 — 2009
Business
Emily Joyce-Grikis Emily Joyce-Grikis's Wells Fargo Advisors Experience December 2005 - August 2009
Job Client Services Manager at Shoreline Retirement Group
Industry Financial Services
Experience
Raymond James Financial Inc. February 2010 - Present
Wells Fargo Advisors December 2005 - August 2009
Citizens Bank May 2004 - December 2005
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Editing, Project Management, Social Media, Public Relations, Teamwork
Education
Plymouth State University
Raymond James Financial Inc. February 2010 - Present
Wells Fargo Advisors December 2005 - August 2009
Citizens Bank May 2004 - December 2005
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Editing, Project Management, Social Media, Public Relations, Teamwork
Education
Plymouth State University
Mitchell Elmore Mitchell Elmore's Wells Fargo Advisors Experience December 2008 - June 2010
Job Senior Software Engineer at Lowe's Home Improvement
Industry Computer Software
Experience
Lowe's Home Improvement January 2014 - Present
Lowe's Home Improvement July 2010 - January 2014
Wells Fargo Advisors December 2008 - June 2010
Standard Engine Parts May 2007 - December 2008
Standard Engine Parts May 2007 - December 2008
FedEx Ground April 2006 - May 2007
Best Buy May 2005 - February 2006
Skills
Enterprise Architecture, Software Development, Management, Data Modeling, TOGAF, Rational Software..., System Requirements, Requirements Analysis, Process Automation, Business Process, Process Improvement, Troubleshooting, Solution Architecture, Business Analysis, SOA
Education
Pfeiffer University 2008 — 2010
MIS, Information Technology
Pfeiffer University 2008 — 2010
Bachelor's Degree, Management Information Systems
Lowe's Home Improvement January 2014 - Present
Lowe's Home Improvement July 2010 - January 2014
Wells Fargo Advisors December 2008 - June 2010
Standard Engine Parts May 2007 - December 2008
Standard Engine Parts May 2007 - December 2008
FedEx Ground April 2006 - May 2007
Best Buy May 2005 - February 2006
Skills
Enterprise Architecture, Software Development, Management, Data Modeling, TOGAF, Rational Software..., System Requirements, Requirements Analysis, Process Automation, Business Process, Process Improvement, Troubleshooting, Solution Architecture, Business Analysis, SOA
Education
Pfeiffer University 2008 — 2010
MIS, Information Technology
Pfeiffer University 2008 — 2010
Bachelor's Degree, Management Information Systems
Randy Sipkema's Wells Fargo Advisors Experience April 2013 - July 2015
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - July 2015
Land O'Lakes 2010 - 2012
Morgan Stanley Wealth Management 2006 - 2009
Kent Nutrition Group 2003 - 2006
Land O'Lakes 2000 - 2003
Koch Industries January 1998 - December 1999
BP 1991 - 1997
BP 1987 - 1991
Nestlé Purina North America 1982 - 1987
Education
Purdue University 1978 — 1982
Bachelor of Science, Graduated Summa cum Laude, Ag Education/Ag Economics, 5.94/6.0 scale
Continuing Education
Wells Fargo Advisors April 2013 - July 2015
Land O'Lakes 2010 - 2012
Morgan Stanley Wealth Management 2006 - 2009
Kent Nutrition Group 2003 - 2006
Land O'Lakes 2000 - 2003
Koch Industries January 1998 - December 1999
BP 1991 - 1997
BP 1987 - 1991
Nestlé Purina North America 1982 - 1987
Education
Purdue University 1978 — 1982
Bachelor of Science, Graduated Summa cum Laude, Ag Education/Ag Economics, 5.94/6.0 scale
Continuing Education
Marci Hagan Marci Hagan's Wells Fargo Advisors Experience 2001 - 2003
Job Associate Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual November 2013 - Present
Wells Fargo Advisors 2001 - 2003
Skills
Customer Service, Sales, Escrow, Refinance, Retirement Planning
Education
Portland State University
Bachelor of Science (B.S.), Psychology
Tualatin High School 1992 — 1996
Northwestern Mutual November 2013 - Present
Wells Fargo Advisors 2001 - 2003
Skills
Customer Service, Sales, Escrow, Refinance, Retirement Planning
Education
Portland State University
Bachelor of Science (B.S.), Psychology
Tualatin High School 1992 — 1996
Shahin Ilbeig MBA's Wells Fargo Advisors Experience August 2008 - October 2012
Job Senior Analyst
Industry Financial Services
Experience
GemCap September 2014 - Present
Nestle S.A. September 2013 - September 2014
Wells Fargo Advisors August 2008 - October 2012
Dragons Martial Arts Studio February 2004 - January 2012
Infinity Lending Group January 2006 - July 2008
Skills
Series 6, Series 63, Life Insurance, Real Estate License, Analytics, Financial Analysis, Sales Management, Sales Presentations, Public Speaking, Proposal Writing, Report Writing, Market Research, Residential Homes, Marketing, Personal Finance, Investment Banking, Private Banking, Real Estate, Real Estate Economics, Real Estate Financing, Basketball, Karate, Banking, Finance, Mortgage Lending, Credit Analysis, Asset Management, Portfolio Management, Loans, Financial Modeling, Series 7, Valuation, Credit, Loan Origination, Securities, Mutual Funds, Fixed Income, Equities, Structured Finance, Alternative Investments, Corporate Finance, Hedge Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2012
Master of Business Administration (MBA), Finance, General
UCSB 2002 — 2006
Bachelor's degree, Economics
GemCap September 2014 - Present
Nestle S.A. September 2013 - September 2014
Wells Fargo Advisors August 2008 - October 2012
Dragons Martial Arts Studio February 2004 - January 2012
Infinity Lending Group January 2006 - July 2008
Skills
Series 6, Series 63, Life Insurance, Real Estate License, Analytics, Financial Analysis, Sales Management, Sales Presentations, Public Speaking, Proposal Writing, Report Writing, Market Research, Residential Homes, Marketing, Personal Finance, Investment Banking, Private Banking, Real Estate, Real Estate Economics, Real Estate Financing, Basketball, Karate, Banking, Finance, Mortgage Lending, Credit Analysis, Asset Management, Portfolio Management, Loans, Financial Modeling, Series 7, Valuation, Credit, Loan Origination, Securities, Mutual Funds, Fixed Income, Equities, Structured Finance, Alternative Investments, Corporate Finance, Hedge Funds
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2012
Master of Business Administration (MBA), Finance, General
UCSB 2002 — 2006
Bachelor's degree, Economics
Jerry Bundt Jerry Bundt's Wells Fargo Advisors Experience 2009 - Present
Job ETL Developer at Nestle Purina
Industry Financial Services
Experience
Nestle Purina June 2011 - Present
Wells Fargo Advisors, LLC November 2009 - Present
Wells Fargo Advisors 2009 - Present
Education
Southern Illinois University, Edwardsville 2000 — 2002
MBA, Business Administration
Webster University 1989 — 1991
MA, Computer & Information Resources Management
Penn State University 1979 — 1981
BS, Meteorology
Nestle Purina June 2011 - Present
Wells Fargo Advisors, LLC November 2009 - Present
Wells Fargo Advisors 2009 - Present
Education
Southern Illinois University, Edwardsville 2000 — 2002
MBA, Business Administration
Webster University 1989 — 1991
MA, Computer & Information Resources Management
Penn State University 1979 — 1981
BS, Meteorology
Ashley R. Elpers's Wells Fargo Advisors Experience April 2015 - Present
Job Marketing Associate at Wells Fargo Advisors
Industry Marketing and Advertising
Experience
Wells Fargo Advisors April 2015 - Present
Crate & Barrel November 2012 - April 2015
Junior Achievement of Northern California February 2014 - March 2015
Littler Mendelson April 2013 - February 2014
Grace Cathedral November 2012 - April 2013
Easter Seals Southwestern Indiana July 2011 - October 2012
HR Solutions, an OI Partner January 2011 - July 2011
US Census Bureau April 2010 - September 2010
El Segundo Chamber of Commerce June 2009 - September 2010
The Women's Hospital May 2006 - May 2010
Skills
Event Planning, Public Relations, Fundraising, Media Relations, Social Media Marketing, Public Speaking, Coordinating Special..., Copywriting, Copy Editing, Communication Skills, Writing, Non-profits, Program Budgeting, Donor Development
Education
Purdue University 2006 — 2010
Bachelor of Arts in Communications, Concentration: Public Relations & Rhetorical Advocacy
Central High School 2002 — 2006
Academic Honors
Wells Fargo Advisors April 2015 - Present
Crate & Barrel November 2012 - April 2015
Junior Achievement of Northern California February 2014 - March 2015
Littler Mendelson April 2013 - February 2014
Grace Cathedral November 2012 - April 2013
Easter Seals Southwestern Indiana July 2011 - October 2012
HR Solutions, an OI Partner January 2011 - July 2011
US Census Bureau April 2010 - September 2010
El Segundo Chamber of Commerce June 2009 - September 2010
The Women's Hospital May 2006 - May 2010
Skills
Event Planning, Public Relations, Fundraising, Media Relations, Social Media Marketing, Public Speaking, Coordinating Special..., Copywriting, Copy Editing, Communication Skills, Writing, Non-profits, Program Budgeting, Donor Development
Education
Purdue University 2006 — 2010
Bachelor of Arts in Communications, Concentration: Public Relations & Rhetorical Advocacy
Central High School 2002 — 2006
Academic Honors
Pam Crane Pam Crane's Wells Fargo Advisors Experience April 2014 - Present
Job Wells Fargo Advisors/ Palos Verdes
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
Annenberg Space For Photography July 2012 - April 2014
Ken Crane's Home Ent. May 1987 - August 2010
Ken Cranes 1987 - 2010
Jack Lawlor Advertising 1977 - 1988
Skills
Marketing Strategy, Strategic Planning, Public Relations, Non-profits, CRM, Sales Management, Strategic Partnerships, Product Marketing, Leadership, Management, Team Building, Customer Service, Sales Operations, B2B, Business Development, Sales, Nonprofits, Community Development, Account Management, Product Launch, Cross-functional Team..., Strategy, Retail, Advertising, Forecasting, Marketing, P&L Management, Training
Education
Pepperdine University 1973 — 1977
BA, Communications
Wells Fargo Advisors April 2014 - Present
Annenberg Space For Photography July 2012 - April 2014
Ken Crane's Home Ent. May 1987 - August 2010
Ken Cranes 1987 - 2010
Jack Lawlor Advertising 1977 - 1988
Skills
Marketing Strategy, Strategic Planning, Public Relations, Non-profits, CRM, Sales Management, Strategic Partnerships, Product Marketing, Leadership, Management, Team Building, Customer Service, Sales Operations, B2B, Business Development, Sales, Nonprofits, Community Development, Account Management, Product Launch, Cross-functional Team..., Strategy, Retail, Advertising, Forecasting, Marketing, P&L Management, Training
Education
Pepperdine University 1973 — 1977
BA, Communications
Reid Bauer's Wells Fargo Advisors Experience 2010 - 2012
Job Operations Supervisor
Industry Mining & Metals
Experience
The David J. Joseph Company September 2014 - Present
The David J. Joseph Company September 2013 - September 2014
Wells Fargo Advisors 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Teamwork, Customer Service, Microsoft Word, Leadership, Public Speaking, Data Analysis, Management, Process Improvement, Team Leadership, Training, Financial Analysis, Operations Management
Education
Purdue University - Krannert School of Management 2009 — 2013
Bachelor of Science (BS), Management Conc. Finance
The David J. Joseph Company September 2014 - Present
The David J. Joseph Company September 2013 - September 2014
Wells Fargo Advisors 2010 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Teamwork, Customer Service, Microsoft Word, Leadership, Public Speaking, Data Analysis, Management, Process Improvement, Team Leadership, Training, Financial Analysis, Operations Management
Education
Purdue University - Krannert School of Management 2009 — 2013
Bachelor of Science (BS), Management Conc. Finance
Allison Chin-Leong Allison Chin-Leong's Wells Fargo Advisors Experience January 2015 - Present
Job Communications, Wells Fargo Advisors
Industry Public Relations and Communications
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo October 2011 - December 2014
UBS January 2001 - September 2011
Godiva 2003 - 2004
NAAAP-NY 2002 - 2004
BHF-BANK 1999 - 2000
Skills
Editing, Public Relations, Crisis Communications, Research, Media Relations, Strategic Planning, Community Outreach, Social Media, Management, Project Management, Investments, Corporate Communications, Strategic Communications, Journalism, Event Management, Content Development, Press Releases, Marketing Communications, Storytelling, Event Planning, Internal Communications, Wealth Management, Leadership, Series 7
Education
Institute of Culinary Education 2005 — 2005
Diploma, Pastry Arts
Queens College
BA, Media Studies, Business And Liberal Arts
Wells Fargo Advisors January 2015 - Present
Wells Fargo October 2011 - December 2014
UBS January 2001 - September 2011
Godiva 2003 - 2004
NAAAP-NY 2002 - 2004
BHF-BANK 1999 - 2000
Skills
Editing, Public Relations, Crisis Communications, Research, Media Relations, Strategic Planning, Community Outreach, Social Media, Management, Project Management, Investments, Corporate Communications, Strategic Communications, Journalism, Event Management, Content Development, Press Releases, Marketing Communications, Storytelling, Event Planning, Internal Communications, Wealth Management, Leadership, Series 7
Education
Institute of Culinary Education 2005 — 2005
Diploma, Pastry Arts
Queens College
BA, Media Studies, Business And Liberal Arts
Jim Hosty's Wells Fargo Advisors Experience June 1969 - June 2003
Job Retired at Wells Fargo Advisors
Industry Financial Services
Experience
Here and There June 2003 - Present
Wells Fargo Advisors June 1969 - June 2003
Skills
Wealth Management, Retirement, Retirement Planning, Series 7, Mutual Funds, Investment Advisory, Fixed Annuities, Financial Analysis, Investment Strategies, Project Management, Asset Management
Education
Quincy University 1959 — 1963
BS Business Management
Here and There June 2003 - Present
Wells Fargo Advisors June 1969 - June 2003
Skills
Wealth Management, Retirement, Retirement Planning, Series 7, Mutual Funds, Investment Advisory, Fixed Annuities, Financial Analysis, Investment Strategies, Project Management, Asset Management
Education
Quincy University 1959 — 1963
BS Business Management
Emily Fallon Emily Fallon's Wells Fargo Advisors Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Columbia Bank October 2013 - January 2014
Wells Fargo Advisors 2010 - 2012
Kmart Corporation May 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, CSS Javascript, CiviCRM, Typing, Keynote, Hogan Assessments, Data Marts, Netsearch, Data Entry
Education
Portland Community College 2010 — 2012
Associate's degree, Clinical Psychology
Brighton Heritage Academy 2007 — 2009
High school Diploma, Regular/General High School/Secondary Diploma Program
Columbia Bank October 2013 - January 2014
Wells Fargo Advisors 2010 - 2012
Kmart Corporation May 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, CSS Javascript, CiviCRM, Typing, Keynote, Hogan Assessments, Data Marts, Netsearch, Data Entry
Education
Portland Community College 2010 — 2012
Associate's degree, Clinical Psychology
Brighton Heritage Academy 2007 — 2009
High school Diploma, Regular/General High School/Secondary Diploma Program
Chip Brinkman Chip Brinkman's Wells Fargo Advisors Experience September 2011 - June 2012
Job Originator (Midwest Region) / Underwriter
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - March 2015
Wells Fargo June 2012 - March 2013
Wells Fargo Advisors September 2011 - June 2012
Edward Jones March 2009 - April 2011
Skills
Loan Origination, Portfolio Management, Credit Analysis, Microsoft Excel, CMBS, Financial Analysis, Investments, Wealth Management, Risk Management, Commercial Real Estate..., Mortgage Underwriting, Structured Products
Education
Wake Forest University 2004 — 2008
Bachelor of Science (BS), Business
Queens University of Charlotte 2011 — 2013
Master of Business Administration (MBA), Finance
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - March 2015
Wells Fargo June 2012 - March 2013
Wells Fargo Advisors September 2011 - June 2012
Edward Jones March 2009 - April 2011
Skills
Loan Origination, Portfolio Management, Credit Analysis, Microsoft Excel, CMBS, Financial Analysis, Investments, Wealth Management, Risk Management, Commercial Real Estate..., Mortgage Underwriting, Structured Products
Education
Wake Forest University 2004 — 2008
Bachelor of Science (BS), Business
Queens University of Charlotte 2011 — 2013
Master of Business Administration (MBA), Finance
David E Scally Jr. David E Scally Jr.'s Wells Fargo Advisors Experience December 2010 - October 2011
Job Project Manager at Baker Renewable Energy
Industry Renewables & Environment
Experience
Baker Renewable Energy September 2015 - Present
USATriathlon January 2003 - Present
DES Contracting January 1997 - Present
Microgrid Energy September 2013 - September 2015
StraightUp Solar, LLC October 2012 - September 2013
FURIOUS GEORGE BAND April 2010 - August 2012
Monsanto October 2011 - February 2012
Manpower Professional April 2010 - February 2012
Wells Fargo Advisors December 2010 - October 2011
Savvis Technologies March 2010 - July 2010
Skills
Product Management, Handyman, Budgeting, Proposal Writing, Video, Television, Forecasting, Solar Energy, Renewable Energy, Renewable Energy Systems, Renewable Resources, Solar PV, Solar Power, Solar Thermal, Solar Cells, Passive Solar, Marketing Strategy, Marketing Communications, Market Research, Marketing, Marketing Management, Product Marketing, Direct Marketing, Budgets, Social Media Marketing, Advertising, Project Management, Event Management, Sales, Training, Leadership, Management, Strategic Planning, Program Management, Analysis, Customer Service, Business Development, New Business Development, Microsoft Office, Energy
Education
Solar Energy International (SEI) 2014 — 2015
Certificates, Solar PV Fundamentals, Pass
Pepperdine University 2000 — 2003
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services, 3.2
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2003
MBA, Business Administration
Middle Tennessee State University
Bachelor of Science, Mass Communications, 3.1
San Diego State University
Bachelor of Arts, Psychology, 3.2
San Diego State University-California State University
Psychology, Industrial and Organizational Psychology, 3.2
Baker Renewable Energy September 2015 - Present
USATriathlon January 2003 - Present
DES Contracting January 1997 - Present
Microgrid Energy September 2013 - September 2015
StraightUp Solar, LLC October 2012 - September 2013
FURIOUS GEORGE BAND April 2010 - August 2012
Monsanto October 2011 - February 2012
Manpower Professional April 2010 - February 2012
Wells Fargo Advisors December 2010 - October 2011
Savvis Technologies March 2010 - July 2010
Skills
Product Management, Handyman, Budgeting, Proposal Writing, Video, Television, Forecasting, Solar Energy, Renewable Energy, Renewable Energy Systems, Renewable Resources, Solar PV, Solar Power, Solar Thermal, Solar Cells, Passive Solar, Marketing Strategy, Marketing Communications, Market Research, Marketing, Marketing Management, Product Marketing, Direct Marketing, Budgets, Social Media Marketing, Advertising, Project Management, Event Management, Sales, Training, Leadership, Management, Strategic Planning, Program Management, Analysis, Customer Service, Business Development, New Business Development, Microsoft Office, Energy
Education
Solar Energy International (SEI) 2014 — 2015
Certificates, Solar PV Fundamentals, Pass
Pepperdine University 2000 — 2003
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services, 3.2
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2003
MBA, Business Administration
Middle Tennessee State University
Bachelor of Science, Mass Communications, 3.1
San Diego State University
Bachelor of Arts, Psychology, 3.2
San Diego State University-California State University
Psychology, Industrial and Organizational Psychology, 3.2
Deandrea Whitehurst, MS, MBA Deandrea Whitehurst, MS, MBA's Wells Fargo Advisors Experience November 2004 - August 2006
Job AVP, Senior Fiduciary Tax Liaison
Industry Banking
Experience
Wells Fargo February 2013 - Present
Wells Fargo March 2010 - February 2013
Wells Fargo September 2006 - February 2010
Wells Fargo Advisors November 2004 - August 2006
Skills
Auditing, Banking, Credit, Customer Service, Finance, Financial Analysis, Financial Services, Leadership, Management, Microsoft Office, Process Improvement, Retirement, Risk Management, Wealth, Loans
Education
Strayer University (NC) 2006 — 2008
Master of Science, Accounting/Taxation
Pfeiffer University 2002 — 2004
MBA, Business Administration
Winston-Salem State University 1996 — 2000
Bachelor of Science, Accounting & Management Information Systems
Wells Fargo February 2013 - Present
Wells Fargo March 2010 - February 2013
Wells Fargo September 2006 - February 2010
Wells Fargo Advisors November 2004 - August 2006
Skills
Auditing, Banking, Credit, Customer Service, Finance, Financial Analysis, Financial Services, Leadership, Management, Microsoft Office, Process Improvement, Retirement, Risk Management, Wealth, Loans
Education
Strayer University (NC) 2006 — 2008
Master of Science, Accounting/Taxation
Pfeiffer University 2002 — 2004
MBA, Business Administration
Winston-Salem State University 1996 — 2000
Bachelor of Science, Accounting & Management Information Systems
James Isola James Isola's Wells Fargo Advisors Experience March 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2012 - Present
Edward Jones June 1997 - March 2012
Newport News Shipbuilding, A Division of Huntington Ingalls Industries March 1996 - June 1997
US Navy February 1990 - February 1996
Skills
Investments, Retirement Planning, Saving for Education, Insurance, Mutual Funds, Financial Analysis, Disability Insurance, Small Business, Finance, IRAs, Asset Allocation, Strategic Financial..., 401k Rollovers, Asset Management, Life Insurance, Risk Management, Investment Advisory, Wealth Management
Education
Thomas Edison State College 1996 — 1998
Bachelor of Applied Science (BASc), Nuclear Engineering Technology/Technician
Penn State University 1986 — 1989
Wells Fargo Advisors March 2012 - Present
Edward Jones June 1997 - March 2012
Newport News Shipbuilding, A Division of Huntington Ingalls Industries March 1996 - June 1997
US Navy February 1990 - February 1996
Skills
Investments, Retirement Planning, Saving for Education, Insurance, Mutual Funds, Financial Analysis, Disability Insurance, Small Business, Finance, IRAs, Asset Allocation, Strategic Financial..., 401k Rollovers, Asset Management, Life Insurance, Risk Management, Investment Advisory, Wealth Management
Education
Thomas Edison State College 1996 — 1998
Bachelor of Applied Science (BASc), Nuclear Engineering Technology/Technician
Penn State University 1986 — 1989
kathy lamb kathy lamb's Wells Fargo Advisors Experience 1981 - 2011
Job Learning and development manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo L and D managerWells Fargo Advisors1981 - 2011
Wells Fargo Advisors 1981 - 2011
Skills
Banking, Relationship Management, Financial Services, Training, Loans, Training Delivery, Credit, Employee Training, Coaching, Team Building, Instructional Design, Process Improvement, Learning Management, Vendor Management, Strategic Planning, Change Management, Needs Analysis, Workshop Facilitation, Leadership, Commercial Banking
Education
Portland State University
Bachelor of Science (B.S.), Psychology
Wells Fargo L and D managerWells Fargo Advisors1981 - 2011
Wells Fargo Advisors 1981 - 2011
Skills
Banking, Relationship Management, Financial Services, Training, Loans, Training Delivery, Credit, Employee Training, Coaching, Team Building, Instructional Design, Process Improvement, Learning Management, Vendor Management, Strategic Planning, Change Management, Needs Analysis, Workshop Facilitation, Leadership, Commercial Banking
Education
Portland State University
Bachelor of Science (B.S.), Psychology
Lynn Schmidt, PMP Lynn Schmidt, PMP's Wells Fargo Advisors Experience September 2014 - Present
Job Senior Vice President/Manager Project Management at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2012 - September 2014
Wells Fargo Advisors, LLC January 2009 - December 2011
Wachovia Securities August 2008 - January 2009
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 1999 - February 2004
AG Edwards June 1997 - March 1999
Skills
Project Management, Management, Financial Services, Leadership, Cross-functional Team..., SDLC, CRM, Strategy, Integration, Program Management, PMO, Recruiting, Enterprise Software, SOA, Software Development, Vendor Management, Team Management, IT Strategy
Education
Quincy University 1984 — 1987
B.S., Computer Science
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2012 - September 2014
Wells Fargo Advisors, LLC January 2009 - December 2011
Wachovia Securities August 2008 - January 2009
A.G. Edwards & Sons, Inc. March 2004 - June 2008
A.G. Edwards March 1999 - February 2004
AG Edwards June 1997 - March 1999
Skills
Project Management, Management, Financial Services, Leadership, Cross-functional Team..., SDLC, CRM, Strategy, Integration, Program Management, PMO, Recruiting, Enterprise Software, SOA, Software Development, Vendor Management, Team Management, IT Strategy
Education
Quincy University 1984 — 1987
B.S., Computer Science
Brian Bostancic Brian Bostancic's Wells Fargo Advisors Experience October 2011 - September 2012
Job Financial Advisor at Citizens Investment Services
Industry Financial Services
Experience
Citizens Investment Services April 2015 - Present
Merrill Lynch September 2012 - April 2015
Wells Fargo Advisors October 2011 - September 2012
Wells Fargo August 2010 - September 2012
Skills
Financial Analysis, Financial Services, Investments, Portfolio Management, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Marketing
Citizens Investment Services April 2015 - Present
Merrill Lynch September 2012 - April 2015
Wells Fargo Advisors October 2011 - September 2012
Wells Fargo August 2010 - September 2012
Skills
Financial Analysis, Financial Services, Investments, Portfolio Management, Series 63, Series 7, Strategic Financial..., Wealth Management
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Marketing
Nicole Barmettler Nicole Barmettler's Wells Fargo Advisors Experience September 2011 - November 2011
Job Cost Analyst at BCF Solutions
Industry Financial Services
Experience
BCF Solutions April 2012 - September 2014
WBCNA June 2011 - January 2013
Carrabba's Italian Grill August 2004 - April 2012
Wells Fargo Advisors September 2011 - November 2011
Stokes Development, LLC August 2005 - June 2010
Perdido Key Oyster Bar and Marina August 2003 - August 2004
Impressions Solutions November 2002 - July 2003
Victoria's Secret February 2002 - November 2002
Skills
Microsoft Office 2007, Business Analysis, Financial Analysis, Competitive Analysis, Clerical Skills, Typing, Market Research, Office Management, Cash Flow Forecasting, Cash Flow Management, Budgets, Cash Flow, Training, Strategy
Education
University of Alabama in Huntsville 2008 — 2009
MBA, Business Administration with a focus in International Studies
University of Alabama in Huntsville 2005 — 2008
Bachelor of Science in Business Administration, Finance
Pensacola Junior College 2003 — 2004
Associate of Arts Degree, General Studies
BCF Solutions April 2012 - September 2014
WBCNA June 2011 - January 2013
Carrabba's Italian Grill August 2004 - April 2012
Wells Fargo Advisors September 2011 - November 2011
Stokes Development, LLC August 2005 - June 2010
Perdido Key Oyster Bar and Marina August 2003 - August 2004
Impressions Solutions November 2002 - July 2003
Victoria's Secret February 2002 - November 2002
Skills
Microsoft Office 2007, Business Analysis, Financial Analysis, Competitive Analysis, Clerical Skills, Typing, Market Research, Office Management, Cash Flow Forecasting, Cash Flow Management, Budgets, Cash Flow, Training, Strategy
Education
University of Alabama in Huntsville 2008 — 2009
MBA, Business Administration with a focus in International Studies
University of Alabama in Huntsville 2005 — 2008
Bachelor of Science in Business Administration, Finance
Pensacola Junior College 2003 — 2004
Associate of Arts Degree, General Studies
Jon Paschal Jon Paschal's Wells Fargo Advisors Experience 2009 - 2011
Job
Industry Legal Services
Experience
Garretson Resolution Group 2012 - Present
Stryker 2011 - 2012
Wells Fargo Advisors 2009 - 2011
Merck 2002 - 2009
Merck 2001 - 2001
Merck 1995 - 2001
US Army 1990 - 1994
Skills
Business Development, Strategic Selling, Project Management, Process Improvement, Stakeholder Engagement, Cross-functional..., Contract Management, Customer Service, Recruiting and Retention, Change Management, Compliance, Leadership, Negotiations, Training, Long Range Planning, Business Analysis, Team Building, Collaborative Problem..., Fast Learner, Interpersonal Skill, Recruiting, Negotiation, Budgets, Coaching, Project Planning, Cross-functional Team..., Human Resources, Strategic Planning, Program Management, Contract Negotiation, Operations Management, Analysis, Management, Policy, Team Leadership, Performance Management, Finance, Organizational..., Mergers & Acquisitions, Sales Management, New Business Development, Forecasting, Strategy, Account Management, Management Consulting, Business Strategy, Risk Management, Business Planning, Government, Leadership Development
Education
Queens University of Charlotte 2014 — 2017
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 1986 — 1990
BS
Garretson Resolution Group 2012 - Present
Stryker 2011 - 2012
Wells Fargo Advisors 2009 - 2011
Merck 2002 - 2009
Merck 2001 - 2001
Merck 1995 - 2001
US Army 1990 - 1994
Skills
Business Development, Strategic Selling, Project Management, Process Improvement, Stakeholder Engagement, Cross-functional..., Contract Management, Customer Service, Recruiting and Retention, Change Management, Compliance, Leadership, Negotiations, Training, Long Range Planning, Business Analysis, Team Building, Collaborative Problem..., Fast Learner, Interpersonal Skill, Recruiting, Negotiation, Budgets, Coaching, Project Planning, Cross-functional Team..., Human Resources, Strategic Planning, Program Management, Contract Negotiation, Operations Management, Analysis, Management, Policy, Team Leadership, Performance Management, Finance, Organizational..., Mergers & Acquisitions, Sales Management, New Business Development, Forecasting, Strategy, Account Management, Management Consulting, Business Strategy, Risk Management, Business Planning, Government, Leadership Development
Education
Queens University of Charlotte 2014 — 2017
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 1986 — 1990
BS
John Lerner's Wells Fargo Advisors Experience March 2014 - July 2014
Job Scrum Master at Charter Communications
Industry Information Services
Experience
Charter Communications August 2014 - Present
Wells Fargo Advisors March 2014 - July 2014
AB Mauri North America January 2014 - March 2014
Various Companies October 2013 - December 2013
Express Scripts June 2013 - September 2013
ConAgra Foods December 2011 - May 2013
First Bank 2005 - October 2011
Preferred Resources, St. Louis MO 2004 - 2005
Greater St Louis Group 2003 - 2004
Ajilon Consulting, St. Louis, MO 2002 - 2003
Skills
SQL, SQL Server, SSRS, InfoPath, SharePoint, Crystal Reports, Collections, Banking, Engineering, Lean Sigma, Six Sigma, Agile Project Management, Scrum, ERP, EAM, cGMP, Biomedical Engineering, Facilities Management, Plant Operations, Strategic Planning, MS Project, Project Portfolio..., Software Project..., Healthcare, HRIS, AutoCAD, Business Intelligence, Business Management, Change Management, Data Analysis, Excel, Financial Analysis, Insurance, Integration, Inventory Management, Kaizen, Non-profits, Risk Management, Safety Management, Electrical Engineering, XML, WSDL, SOA, Lean Manufacturing, Microsoft Excel, Analysis, Project Management, Leadership, Management, Program Management
Education
Purdue University 1977 — 1981
BSEE, Bio-medical/Clinical Engineering
Charter Communications August 2014 - Present
Wells Fargo Advisors March 2014 - July 2014
AB Mauri North America January 2014 - March 2014
Various Companies October 2013 - December 2013
Express Scripts June 2013 - September 2013
ConAgra Foods December 2011 - May 2013
First Bank 2005 - October 2011
Preferred Resources, St. Louis MO 2004 - 2005
Greater St Louis Group 2003 - 2004
Ajilon Consulting, St. Louis, MO 2002 - 2003
Skills
SQL, SQL Server, SSRS, InfoPath, SharePoint, Crystal Reports, Collections, Banking, Engineering, Lean Sigma, Six Sigma, Agile Project Management, Scrum, ERP, EAM, cGMP, Biomedical Engineering, Facilities Management, Plant Operations, Strategic Planning, MS Project, Project Portfolio..., Software Project..., Healthcare, HRIS, AutoCAD, Business Intelligence, Business Management, Change Management, Data Analysis, Excel, Financial Analysis, Insurance, Integration, Inventory Management, Kaizen, Non-profits, Risk Management, Safety Management, Electrical Engineering, XML, WSDL, SOA, Lean Manufacturing, Microsoft Excel, Analysis, Project Management, Leadership, Management, Program Management
Education
Purdue University 1977 — 1981
BSEE, Bio-medical/Clinical Engineering
Kimberley Koch's Wells Fargo Advisors Experience 2011 - 2013
Job Mortgage Banker
Industry Financial Services
Experience
NOFB September 2010 - Present
Wells Fargo Advisors 2011 - 2013
Conway Office Products / A Xerox Company 2009 - 2010
Direct Capital Corporation 2008 - 2009
Magna Mortgage 2000 - 2008
Education
Newmarket High School 1972 — 1982
Purdue University
NOFB September 2010 - Present
Wells Fargo Advisors 2011 - 2013
Conway Office Products / A Xerox Company 2009 - 2010
Direct Capital Corporation 2008 - 2009
Magna Mortgage 2000 - 2008
Education
Newmarket High School 1972 — 1982
Purdue University
Tom Interrante Tom Interrante's Wells Fargo Advisors Experience May 2010 - June 2011
Job Director of Sales at WXPN
Industry Broadcast Media
Experience
WXPN June 2011 - Present
Wells Fargo Advisors May 2010 - June 2011
Edward Jones February 2009 - May 2010
Clear Channel Radio January 2007 - January 2009
Cox Radio March 2003 - January 2007
CBS Radio May 1998 - March 2003
Skills
Sales Management, Team Leadership, High Performance Teams, Advertising, Strategic Planning, Talent Management, Marketing Strategy, Change Management, Digital Media, Collaborative Leadership, Goal-driven leader, New Business Development, Sales, Leadership, Budgets, Marketing, Salesforce.com, Management, Radio, Training, Social Media Marketing, Account Management
Education
Penn State University
Bachelor of Arts (BA), Speech Communications
WXPN June 2011 - Present
Wells Fargo Advisors May 2010 - June 2011
Edward Jones February 2009 - May 2010
Clear Channel Radio January 2007 - January 2009
Cox Radio March 2003 - January 2007
CBS Radio May 1998 - March 2003
Skills
Sales Management, Team Leadership, High Performance Teams, Advertising, Strategic Planning, Talent Management, Marketing Strategy, Change Management, Digital Media, Collaborative Leadership, Goal-driven leader, New Business Development, Sales, Leadership, Budgets, Marketing, Salesforce.com, Management, Radio, Training, Social Media Marketing, Account Management
Education
Penn State University
Bachelor of Arts (BA), Speech Communications
Janis Duncan, CRPC® Janis Duncan, CRPC®'s Wells Fargo Advisors Experience January 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Self employed April 2008 - December 2008
Accuity August 2002 - April 2008
MCI 1986 - 1988
Sprint June 1984 - October 1986
American Airlines 1983 - 1984
General Motors 1978 - 1983
Skills
Retirement Savings, Tax-Efficient Savings..., Cross-functional Team..., Management, Leadership, Strategic Planning, Business Strategy, Financial Services, Insurance, 401k Rollovers, Asset Allocation, Investments, Multi-generational..., Retirement Planning, Risk Management
Education
Purdue University - Krannert School of Management 1980 — 1981
MS
Western Michigan University 1976 — 1980
BS
Wells Fargo Advisors January 2009 - Present
Self employed April 2008 - December 2008
Accuity August 2002 - April 2008
MCI 1986 - 1988
Sprint June 1984 - October 1986
American Airlines 1983 - 1984
General Motors 1978 - 1983
Skills
Retirement Savings, Tax-Efficient Savings..., Cross-functional Team..., Management, Leadership, Strategic Planning, Business Strategy, Financial Services, Insurance, 401k Rollovers, Asset Allocation, Investments, Multi-generational..., Retirement Planning, Risk Management
Education
Purdue University - Krannert School of Management 1980 — 1981
MS
Western Michigan University 1976 — 1980
BS
Michael J. Callahan, Sr. Michael J. Callahan, Sr.'s Wells Fargo Advisors Experience June 1991 - Present
Job Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 1991 - Present
Skills
401-K Rollovers, Asset..., Fixed Income..., Investments, Retirement..., Investments, Mutual Funds, Securities, Financial Advisory, Fixed Annuities, Finance, Life Insurance
Education
Peru State College 1968 — 1971
Wells Fargo Advisors June 1991 - Present
Skills
401-K Rollovers, Asset..., Fixed Income..., Investments, Retirement..., Investments, Mutual Funds, Securities, Financial Advisory, Fixed Annuities, Finance, Life Insurance
Education
Peru State College 1968 — 1971
Victor Philleo, CFP® Victor Philleo, CFP®'s Wells Fargo Advisors Experience October 2007 - August 2011
Job Senior Vice President Investments at Waterfront Advisory Group of Raymond James & Associates
Industry Financial Services
Experience
Philleo & Holladay Wealth Management Group of Wells Fargo Advisors, LLC August 2011 - September 2015
Wells Fargo Advisors October 2007 - August 2011
A.G. Edwards & Sons, Inc. March 1995 - September 2007
United States Navy August 1987 - September 1994
Attack Squadron 65 US Navy 1990 - 1993
Skills
Securities, Finance, Wealth Accumulation, Financial Advisory, High Net Worth..., Fixed Income, ETFs, Team Building, Navy, Investments, Retirement, Customer Service, Hedge Funds, Equities, Fixed Annuities, Strategic Investment..., Estate Planning..., Estate Planning, Program Management, Wealth, Leadership
Education
Pomona College 1981 — 1985
BA, Physics & Astrophysics
Philleo & Holladay Wealth Management Group of Wells Fargo Advisors, LLC August 2011 - September 2015
Wells Fargo Advisors October 2007 - August 2011
A.G. Edwards & Sons, Inc. March 1995 - September 2007
United States Navy August 1987 - September 1994
Attack Squadron 65 US Navy 1990 - 1993
Skills
Securities, Finance, Wealth Accumulation, Financial Advisory, High Net Worth..., Fixed Income, ETFs, Team Building, Navy, Investments, Retirement, Customer Service, Hedge Funds, Equities, Fixed Annuities, Strategic Investment..., Estate Planning..., Estate Planning, Program Management, Wealth, Leadership
Education
Pomona College 1981 — 1985
BA, Physics & Astrophysics
Eric Christofferson Eric Christofferson's Wells Fargo Advisors Experience January 2013 - Present
Job Officer Complex Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Northwestern Mutual 2011 - 2013
BIOTRONIK 2009 - 2011
Organization Budget Council 2008 - 2009
Education
Portland State University 2004 — 2009
B.A. Economics, Economics/Architecture
Woodbury University
Architecture
The University of Texas at El Paso
Junior Scholars Program
Wells Fargo Advisors January 2013 - Present
Northwestern Mutual 2011 - 2013
BIOTRONIK 2009 - 2011
Organization Budget Council 2008 - 2009
Education
Portland State University 2004 — 2009
B.A. Economics, Economics/Architecture
Woodbury University
Architecture
The University of Texas at El Paso
Junior Scholars Program
Brian Matz Brian Matz's Wells Fargo Advisors Experience February 2007 - April 2011
Job Senior Financial Advisor, Cooper McManus
Industry Financial Services
Experience
Cooper McManus February 2015 - Present
US Bancorp March 2011 - January 2015
Wells Fargo Advisors February 2007 - April 2011
Skills
Management, Financial Analysis, Banking, Risk Management, Customer Service, Portfolio Management, Leadership, Sales, Microsoft Office, Credit, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Financial Planning and Services
UCLA
Bachelor of Science (B.S.)
University of California, Los Angeles
Cooper McManus February 2015 - Present
US Bancorp March 2011 - January 2015
Wells Fargo Advisors February 2007 - April 2011
Skills
Management, Financial Analysis, Banking, Risk Management, Customer Service, Portfolio Management, Leadership, Sales, Microsoft Office, Credit, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Financial Planning and Services
UCLA
Bachelor of Science (B.S.)
University of California, Los Angeles
Jordan McLendon's Wells Fargo Advisors Experience April 2015 - Present
Job Associate Vice President, Private Banking at Wells Fargo
Industry Investment Management
Experience
Wells Fargo April 2015 - Present
Wells Fargo Advisors April 2015 - Present
Education
Cedartown High School
Diploma
Penn State University
Bachelor of Science (B.S.)
Wells Fargo April 2015 - Present
Wells Fargo Advisors April 2015 - Present
Education
Cedartown High School
Diploma
Penn State University
Bachelor of Science (B.S.)
Irving Lewin Irving Lewin's Wells Fargo Advisors Experience March 2013 - June 2015
Job Portfolio Manager
Industry Financial Services
Experience
Gulf Coast Wealth LLC June 2015 - Present
Wells Fargo Advisors March 2013 - June 2015
Morgan Stanley January 2012 - March 2013
JStone LLC May 2010 - July 2011
Bridget Lane LLC February 2006 - April 2010
Twelve Unquowa Place LLC March 2001 - August 2009
Skills
Investments, Strategic Planning, Customer Service, Public Speaking, Business Planning, Entrepreneurship, Leadership, Management, Due Diligence, Mergers & Acquisitions, Business Strategy, Team Building, Marketing, Negotiation, Marketing Strategy, Corporate Finance, Financial Analysis, Portfolio Management, Project Management, Finance, Private Equity, Business Development, Financial Modeling, Risk Management, Asset Management, Banking, Valuation, Credit, Financial Services, Executive Management, Credit Analysis, Start-ups, Capital Markets, Investment Banking, Loans, Venture Capital, Financial Planning, Sales, Equities, Budgets, Management Consulting, Financial Risk, Credit Risk, Strategy Consulting, Alternative Investments, Wealth Management, Hedge Funds, Fixed Income, Mutual Funds, Strategy
Education
State University of New York at Purchase, SUNY
Master's degree
The Goethe University Frankfurt
University of Buenos Aires
University of California, Davis
University of California, Los Angeles
Zentrum fur deutsche Sprache und Kultur e.V. Frankfurt
Gulf Coast Wealth LLC June 2015 - Present
Wells Fargo Advisors March 2013 - June 2015
Morgan Stanley January 2012 - March 2013
JStone LLC May 2010 - July 2011
Bridget Lane LLC February 2006 - April 2010
Twelve Unquowa Place LLC March 2001 - August 2009
Skills
Investments, Strategic Planning, Customer Service, Public Speaking, Business Planning, Entrepreneurship, Leadership, Management, Due Diligence, Mergers & Acquisitions, Business Strategy, Team Building, Marketing, Negotiation, Marketing Strategy, Corporate Finance, Financial Analysis, Portfolio Management, Project Management, Finance, Private Equity, Business Development, Financial Modeling, Risk Management, Asset Management, Banking, Valuation, Credit, Financial Services, Executive Management, Credit Analysis, Start-ups, Capital Markets, Investment Banking, Loans, Venture Capital, Financial Planning, Sales, Equities, Budgets, Management Consulting, Financial Risk, Credit Risk, Strategy Consulting, Alternative Investments, Wealth Management, Hedge Funds, Fixed Income, Mutual Funds, Strategy
Education
State University of New York at Purchase, SUNY
Master's degree
The Goethe University Frankfurt
University of Buenos Aires
University of California, Davis
University of California, Los Angeles
Zentrum fur deutsche Sprache und Kultur e.V. Frankfurt
Hanieh Sadat's Wells Fargo Advisors Experience January 2011 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2015 - Present
Wells Fargo Advisors January 2011 - Present
Wells Fargo Advisors March 2006 - December 2010
1st. Mortgage, Inc. September 2005 - December 2005
Education
Series 7 2008 — 2021
Series 66, CA Insurance
Pepperdine University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Risk Management
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Morgan Stanley Private Wealth Management August 2015 - Present
Wells Fargo Advisors January 2011 - Present
Wells Fargo Advisors March 2006 - December 2010
1st. Mortgage, Inc. September 2005 - December 2005
Education
Series 7 2008 — 2021
Series 66, CA Insurance
Pepperdine University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Risk Management
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
James Edelen's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Skills
Customer Relations, Management, Organization, Financial Guidance, Problem Resolution, Accounting, Planning, Risk Management, Financial Analysis, Finance, Financial Planning
Education
Purdue University 2002 — 2006
Bachelor’s Degree, Hospitality and Tourism Management
Wells Fargo Advisors October 2014 - Present
Skills
Customer Relations, Management, Organization, Financial Guidance, Problem Resolution, Accounting, Planning, Risk Management, Financial Analysis, Finance, Financial Planning
Education
Purdue University 2002 — 2006
Bachelor’s Degree, Hospitality and Tourism Management
Brian Gass Brian Gass's Wells Fargo Advisors Experience October 2001 - February 2007
Job Sales Director at Brivity
Industry Real Estate
Experience
Brivity May 2014 - Present
RealLaunch September 2012 - Present
Keller Williams Western Realty January 2012 - Present
Gravity Services Incorporated October 2010 - Present
Austin Exploration April 2008 - May 2012
Merrill Lynch 2007 - 2008
Wells Fargo Advisors October 2001 - February 2007
Morgan Stanley Smith Barney August 1997 - October 2001
Skills
Sales Management, Sales Presentations, Marketing Strategy, Client Development, Email Marketing, Salesforce.com, Salesforce.com..., Retirement Planning, Insurance, Pensions, Strategic Financial..., Financial Analysis, Financial Risk, Portfolio Management, Finance, High Net Worth..., Internal Controls, Business Process..., Financial Planners, marketing, Sales, Investment Properties, Marketing, Business Development, Single Family Homes, First Time Home Buyers, Management, New Home Sales, Short Sales, Real Estate, Real Estate Transactions
Education
Washington State University - College of Business and Economics 2011 — 2013
Bachelor of Arts, Accounting
Penn State University 2008 — 2012
Bachelor of Arts (BA), Psychology
Western Washington University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brivity May 2014 - Present
RealLaunch September 2012 - Present
Keller Williams Western Realty January 2012 - Present
Gravity Services Incorporated October 2010 - Present
Austin Exploration April 2008 - May 2012
Merrill Lynch 2007 - 2008
Wells Fargo Advisors October 2001 - February 2007
Morgan Stanley Smith Barney August 1997 - October 2001
Skills
Sales Management, Sales Presentations, Marketing Strategy, Client Development, Email Marketing, Salesforce.com, Salesforce.com..., Retirement Planning, Insurance, Pensions, Strategic Financial..., Financial Analysis, Financial Risk, Portfolio Management, Finance, High Net Worth..., Internal Controls, Business Process..., Financial Planners, marketing, Sales, Investment Properties, Marketing, Business Development, Single Family Homes, First Time Home Buyers, Management, New Home Sales, Short Sales, Real Estate, Real Estate Transactions
Education
Washington State University - College of Business and Economics 2011 — 2013
Bachelor of Arts, Accounting
Penn State University 2008 — 2012
Bachelor of Arts (BA), Psychology
Western Washington University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
John J. Idarraga John J. Idarraga's Wells Fargo Advisors Experience September 2010 - September 2011
Job Executive
Industry Financial Services
Experience
CheckSpring Bank September 2011 - August 2012
Wells Fargo Advisors September 2010 - September 2011
HSBC Securities October 2006 - October 2008
Citi 1999 - 2005
Skills
Investments, Equities, Wealth Management, Finance, Loans
Education
Queensborough Community College 2009 — 2012
Associate of Science (A.S.), Business and Economics
CheckSpring Bank September 2011 - August 2012
Wells Fargo Advisors September 2010 - September 2011
HSBC Securities October 2006 - October 2008
Citi 1999 - 2005
Skills
Investments, Equities, Wealth Management, Finance, Loans
Education
Queensborough Community College 2009 — 2012
Associate of Science (A.S.), Business and Economics
Jonny Brown's Wells Fargo Advisors Experience December 2011 - August 2014
Job Volunteer at Mental Health America
Industry Human Resources
Experience
Mental Health America October 2014 - Present
Purdue University February 2014 - Present
Wells Fargo Advisors December 2011 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media, Sales, Marketing, Teaching, Team Leadership, Team Building, Training, Event Planning, Photoshop
Education
Purdue University 2012 — 2016
Bachelor's degree, Sociology, Junior
Mental Health America October 2014 - Present
Purdue University February 2014 - Present
Wells Fargo Advisors December 2011 - August 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Social Media, Sales, Marketing, Teaching, Team Leadership, Team Building, Training, Event Planning, Photoshop
Education
Purdue University 2012 — 2016
Bachelor's degree, Sociology, Junior
Steve Kanteliotis Steve Kanteliotis's Wells Fargo Advisors Experience July 2005 - Present
Job Managing Director Investments at Logan Square Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2005 - Present
Morgan Stanley August 2000 - July 2005
Prudential Securities June 1998 - August 2000
Skills
Investment Strategies, Investments, Portfolio Management, Real Estate, Strategic Financial..., Fixed Income, Asset Managment, Asset Management, Insurance, Wealth Management, Series 7, Financial Advisory, Uniform Combined State..., Finance
Education
Penn State University 1993 — 1998
Bachelor of Arts (BA)
Wells Fargo Advisors July 2005 - Present
Morgan Stanley August 2000 - July 2005
Prudential Securities June 1998 - August 2000
Skills
Investment Strategies, Investments, Portfolio Management, Real Estate, Strategic Financial..., Fixed Income, Asset Managment, Asset Management, Insurance, Wealth Management, Series 7, Financial Advisory, Uniform Combined State..., Finance
Education
Penn State University 1993 — 1998
Bachelor of Arts (BA)
Laura Bray's Wells Fargo Advisors Experience July 1998 - Present
Job Senior Surveillance & Oversight Manager
Industry Financial Services
Experience
Wells Fargo Advisors July 1998 - Present
Wachovia Securities, LLC 1998 - 2009
Prudential Securities September 1987 - July 1998
Skills
FINRA Series 7, Securities, Risk Management, Financial Services, Management, Investments, Series 63, Equities, FINRA Series 14, FINRA Series 9/10, Retail Compliance, Surveillance, Compliance Oversight, Policy Compliance, Supervisory Systems and...
Education
Pikes Peak Community College
Business
Wells Fargo Advisors July 1998 - Present
Wachovia Securities, LLC 1998 - 2009
Prudential Securities September 1987 - July 1998
Skills
FINRA Series 7, Securities, Risk Management, Financial Services, Management, Investments, Series 63, Equities, FINRA Series 14, FINRA Series 9/10, Retail Compliance, Surveillance, Compliance Oversight, Policy Compliance, Supervisory Systems and...
Education
Pikes Peak Community College
Business
David Salustro David Salustro's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
LPL Financial May 2013 - January 2015
PGA of America November 2004 - April 2013
Merrill Lynch March 1999 - November 2004
Skills
Life Insurance, Investments, Retirement Planning, Insurance, Risk Management, Financial Risk, Financial Analysis, Retirement, Mutual Funds, Finance
Education
Providence College 1988 — 1992
Bachelor of Arts (BA), Humanities (History, Philosophy, Political Science)
Wells Fargo Advisors January 2015 - Present
LPL Financial May 2013 - January 2015
PGA of America November 2004 - April 2013
Merrill Lynch March 1999 - November 2004
Skills
Life Insurance, Investments, Retirement Planning, Insurance, Risk Management, Financial Risk, Financial Analysis, Retirement, Mutual Funds, Finance
Education
Providence College 1988 — 1992
Bachelor of Arts (BA), Humanities (History, Philosophy, Political Science)
Dylan Bowman Dylan Bowman's Wells Fargo Advisors Experience June 2012 - August 2012
Job Technical Development Program Associate at Anthem, Inc.
Industry Information Technology and Services
Experience
Anthem, Inc. August 2014 - Present
Automation Creations, Inc. 2013 - 2013
Wells Fargo Advisors June 2012 - August 2012
Skills
Java, Windows, HTML, SQL, JavaScript, Python, Project Management, Business Analysis, Software Development, Microsoft SQL Server, Troubleshooting, Agile Methodologies, Databases, Microsoft Excel, C#, .NET
Education
Princeton University 2010 — 2014
AB, Computer Science
Anthem, Inc. August 2014 - Present
Automation Creations, Inc. 2013 - 2013
Wells Fargo Advisors June 2012 - August 2012
Skills
Java, Windows, HTML, SQL, JavaScript, Python, Project Management, Business Analysis, Software Development, Microsoft SQL Server, Troubleshooting, Agile Methodologies, Databases, Microsoft Excel, C#, .NET
Education
Princeton University 2010 — 2014
AB, Computer Science
Tim Albert Tim Albert's Wells Fargo Advisors Experience January 2013 - Present
Job Business Advocate at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Advisors January 2013 - Present
Wells Fargo March 2010 - Present
Springmaid Beach Resort August 2008 - April 2010
Wells Fargo Financial January 2007 - July 2008
Wyndham Vacation Ownership July 2006 - December 2006
Coastal Carolina University July 2004 - July 2006
Colby-Sawyer College June 2002 - June 2004
Plymouth State University August 1999 - May 2002
Sam's Outdoor Outitters June 1997 - July 1999
Skills
Management, Sales, Leadership, Microsoft Office, Budgets, Program Management, Customer Service, Training, Event Management, Finance, Recruiting, Advertising, Marketing Strategy, Selling
Education
Plymouth State University 1995 — 2002
BS, Business - Marketing
Wells Fargo Advisors January 2013 - Present
Wells Fargo March 2010 - Present
Springmaid Beach Resort August 2008 - April 2010
Wells Fargo Financial January 2007 - July 2008
Wyndham Vacation Ownership July 2006 - December 2006
Coastal Carolina University July 2004 - July 2006
Colby-Sawyer College June 2002 - June 2004
Plymouth State University August 1999 - May 2002
Sam's Outdoor Outitters June 1997 - July 1999
Skills
Management, Sales, Leadership, Microsoft Office, Budgets, Program Management, Customer Service, Training, Event Management, Finance, Recruiting, Advertising, Marketing Strategy, Selling
Education
Plymouth State University 1995 — 2002
BS, Business - Marketing
Joyce Alsup Joyce Alsup's Wells Fargo Advisors Experience January 2011 - January 2013
Job Processing Clerk at USPS
Industry Government Relations
Experience
United States Postal Service December 2011 - Present
Wells Fargo Advisors January 2011 - January 2013
HSBC September 2008 - January 2011
Skills
Customer Service, Banking, Leadership, Public Speaking, PowerPoint
Education
Portland Community College 2014 — 2015
Healthcare Management, Healthcare
United States Postal Service December 2011 - Present
Wells Fargo Advisors January 2011 - January 2013
HSBC September 2008 - January 2011
Skills
Customer Service, Banking, Leadership, Public Speaking, PowerPoint
Education
Portland Community College 2014 — 2015
Healthcare Management, Healthcare
Michael Zamudio Michael Zamudio's Wells Fargo Advisors Experience January 2008 - December 2010
Job Attorney
Industry Law Practice
Experience
Prospect Mortgage, LLC June 2014 - Present
Pepperdine University 2014 - 2014
California Department of Corporations 2013 - 2013
B Revolution Consulting 2012 - 2012
Landau Gottfried & Berger LLP 2011 - 2011
Wells Fargo Advisors January 2008 - December 2010
Wells Fargo November 2006 - August 2007
Skills
Legal Writing, Research, Corporate Governance, Legal Research, Investments, Mortgage Lending, Mortgage Banking, Financial Markets, Corporate Law, Civil Litigation, Microsoft Office, Public Speaking, Westlaw, Courts
Education
Pepperdine University School of Law 2010 — 2013
Juris Doctor
University of California, Santa Barbara 2004 — 2006
Bachelor of Arts (BA), Business Economics
Prospect Mortgage, LLC June 2014 - Present
Pepperdine University 2014 - 2014
California Department of Corporations 2013 - 2013
B Revolution Consulting 2012 - 2012
Landau Gottfried & Berger LLP 2011 - 2011
Wells Fargo Advisors January 2008 - December 2010
Wells Fargo November 2006 - August 2007
Skills
Legal Writing, Research, Corporate Governance, Legal Research, Investments, Mortgage Lending, Mortgage Banking, Financial Markets, Corporate Law, Civil Litigation, Microsoft Office, Public Speaking, Westlaw, Courts
Education
Pepperdine University School of Law 2010 — 2013
Juris Doctor
University of California, Santa Barbara 2004 — 2006
Bachelor of Arts (BA), Business Economics
Scott Patterson CLU ChFC Scott Patterson CLU ChFC's Wells Fargo Advisors Experience March 2010 - September 2012
Job Senior Wealth Planner at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management July 2013 - Present
PNC Wealth Management September 2012 - July 2013
Wells Fargo Advisors March 2010 - September 2012
John Hancock (Manulife Financial) March 1998 - February 2009
Education
University of Central Florida 1988 — 1991
Master of Science (MS), Taxation
Penn State University 1978 — 1982
Bachelor of Science (BS), Accounting
PNC Wealth Management July 2013 - Present
PNC Wealth Management September 2012 - July 2013
Wells Fargo Advisors March 2010 - September 2012
John Hancock (Manulife Financial) March 1998 - February 2009
Education
University of Central Florida 1988 — 1991
Master of Science (MS), Taxation
Penn State University 1978 — 1982
Bachelor of Science (BS), Accounting
Amanda Schneider's Wells Fargo Advisors Experience May 2012 - August 2012
Job Transportation Intern at Mars
Industry Food Production
Lauren Stanovsky Lauren Stanovsky's Wells Fargo Advisors Experience March 2012 - December 2012
Job Purchasing Agent Capital Equipment/Services at AnheuserBusch InBev
Industry Marketing and Advertising
Experience
Anheuser-Busch InBev February 2015 - Present
Anheuser-Busch InBev January 2014 - Present
ConAgra Foods December 2012 - January 2014
Wells Fargo Advisors March 2012 - December 2012
Wells Fargo Advisors April 2010 - March 2012
MLB Network July 2009 - July 2009
Sage Homebuilders, LLC May 2008 - March 2009
Skills
Social Media, Time Management, PowerPoint, SAP Implementation, JD Edwards, Investments, Customer Service, Facebook, Management, Marketing, Project Management, Team Leadership, Microsoft Excel, Leadership, Contract Negotiation, Microsoft Word, Teamwork, Coaching, Sales
Education
Webster University 2008 — 2009
Bachelor of Arts (B.A.), Major in Management - emphasis in Marketing
Purdue University 2005 — 2008
Management
Ursuline Academy 2001 — 2005
Anheuser-Busch InBev February 2015 - Present
Anheuser-Busch InBev January 2014 - Present
ConAgra Foods December 2012 - January 2014
Wells Fargo Advisors March 2012 - December 2012
Wells Fargo Advisors April 2010 - March 2012
MLB Network July 2009 - July 2009
Sage Homebuilders, LLC May 2008 - March 2009
Skills
Social Media, Time Management, PowerPoint, SAP Implementation, JD Edwards, Investments, Customer Service, Facebook, Management, Marketing, Project Management, Team Leadership, Microsoft Excel, Leadership, Contract Negotiation, Microsoft Word, Teamwork, Coaching, Sales
Education
Webster University 2008 — 2009
Bachelor of Arts (B.A.), Major in Management - emphasis in Marketing
Purdue University 2005 — 2008
Management
Ursuline Academy 2001 — 2005
Meghan Murnane Meghan Murnane's Wells Fargo Advisors Experience October 2007 - October 2010
Job Owner & Operator & Organizing SpecialistPeachy Clean
Industry Consumer Services
Experience
Self-employed May 2014 - Present
Wells Fargo October 2010 - March 2014
Wells Fargo Advisors October 2007 - October 2010
Skills
Financial Services, Series 7, Organization, Executive Level..., Microsoft Excel, Microsoft Word, Outlook, Salesforce.com, PowerPoint, Outstanding time...
Education
Philadelphia University 2003 — 2007
Bachelor of Science (BS), Marketing/Finance Minor
Gwynedd Mercy Academy 1999 — 2003
General Education with A.P. Classes, AP History
Self-employed May 2014 - Present
Wells Fargo October 2010 - March 2014
Wells Fargo Advisors October 2007 - October 2010
Skills
Financial Services, Series 7, Organization, Executive Level..., Microsoft Excel, Microsoft Word, Outlook, Salesforce.com, PowerPoint, Outstanding time...
Education
Philadelphia University 2003 — 2007
Bachelor of Science (BS), Marketing/Finance Minor
Gwynedd Mercy Academy 1999 — 2003
General Education with A.P. Classes, AP History
Paula Sterling, MSEd Paula Sterling, MSEd's Wells Fargo Advisors Experience April 2008 - August 2010
Job Bilingual Instructional Designer | Translator
Industry E-Learning
Experience
Citi May 2015 - Present
Ungerboeck Software International September 2013 - May 2015
Wells Fargo August 2010 - August 2013
Wells Fargo Advisors April 2008 - August 2010
Edward Jones - St. Louis, Mo May 2007 - April 2008
Worldspan Mercosul Ltda December 2004 - December 2006
United Airlines December 1998 - November 2004
American Airlines April 1991 - December 1998
Skills
Captivate, Articulate Suite, Dreamweaver, Windows Movie Maker, PowerPoint, Microsoft Excel, Microsoft Word, Adult Learning Theory, Instructional Design, Instructional Technology, Kirkpatrick, ADDIE, Performance Improvement, Performance Technology, Distance Learning, E-Learning, Learning Management..., Technical Writing, Analysis, Leadership, Management, Human Resources, Negotiation, Project Planning, Instructor-led Training, Microsoft PowerPoint, Recruiting, Customer Service, Training
Education
Southern Illinois University, Edwardsville 2010 — 2013
Master of Science in Education, Instructional Technology with emphasis in Instructional Design and Performance Improvement, 4.0
PUC-SP 1986 — 1989
BA, English Language and Literature, Major in English/Portuguese Translation
Citi May 2015 - Present
Ungerboeck Software International September 2013 - May 2015
Wells Fargo August 2010 - August 2013
Wells Fargo Advisors April 2008 - August 2010
Edward Jones - St. Louis, Mo May 2007 - April 2008
Worldspan Mercosul Ltda December 2004 - December 2006
United Airlines December 1998 - November 2004
American Airlines April 1991 - December 1998
Skills
Captivate, Articulate Suite, Dreamweaver, Windows Movie Maker, PowerPoint, Microsoft Excel, Microsoft Word, Adult Learning Theory, Instructional Design, Instructional Technology, Kirkpatrick, ADDIE, Performance Improvement, Performance Technology, Distance Learning, E-Learning, Learning Management..., Technical Writing, Analysis, Leadership, Management, Human Resources, Negotiation, Project Planning, Instructor-led Training, Microsoft PowerPoint, Recruiting, Customer Service, Training
Education
Southern Illinois University, Edwardsville 2010 — 2013
Master of Science in Education, Instructional Technology with emphasis in Instructional Design and Performance Improvement, 4.0
PUC-SP 1986 — 1989
BA, English Language and Literature, Major in English/Portuguese Translation
Elizabeth D'Aliso Elizabeth D'Aliso's Wells Fargo Advisors Experience June 2012 - July 2012
Job Merchandise Assistant at The Gilt Groupe
Industry Marketing and Advertising
Experience
Gilt.com October 2014 - Present
Gilt Groupe March 2014 - March 2014
Ralph Lauren June 2013 - August 2013
Wells Fargo Advisors June 2012 - July 2012
Oppenheimer & Co. July 2011 - August 2011
The Bee Botique June 2008 - July 2008
Skills
Microsoft Excel, Sales, Retail, Merchandising, Analysis, Finance, Research, Portfolio Management, Facebook, Process Scheduler, Social Media Marketing, Social Media, Leadership
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Marketing
Villa Walsh Academy 2006 — 2010
Gilt.com October 2014 - Present
Gilt Groupe March 2014 - March 2014
Ralph Lauren June 2013 - August 2013
Wells Fargo Advisors June 2012 - July 2012
Oppenheimer & Co. July 2011 - August 2011
The Bee Botique June 2008 - July 2008
Skills
Microsoft Excel, Sales, Retail, Merchandising, Analysis, Finance, Research, Portfolio Management, Facebook, Process Scheduler, Social Media Marketing, Social Media, Leadership
Education
Providence College 2010 — 2014
Bachelor of Science (B.S.), Marketing
Villa Walsh Academy 2006 — 2010
Robert Vingi Robert Vingi's Wells Fargo Advisors Experience June 1994 - Present
Job Senior Financial Advisor, Managing Director Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 1994 - Present
Education
Presbyterian College 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors June 1994 - Present
Education
Presbyterian College 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Natalie Meyers Natalie Meyers's Wells Fargo Advisors Experience May 2014 - August 2014
Job Student at Quinlan School of Business, Loyola University Chicago
Industry
Experience
St. Jude Children's Research Hospital May 2004 - Present
Wells Fargo Advisors May 2014 - August 2014
Skills
Time Management, Leadership, Team Motivation, Fundraising, Organization Skills, Event Planning, Public Speaking
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2017
Bachelor's Degree, Finance, Sophomore
St. Jude Children's Research Hospital May 2004 - Present
Wells Fargo Advisors May 2014 - August 2014
Skills
Time Management, Leadership, Team Motivation, Fundraising, Organization Skills, Event Planning, Public Speaking
Education
Quinlan School of Business, Loyola University Chicago 2013 — 2017
Bachelor's Degree, Finance, Sophomore
Jerrold A. Beyer, Jr., CIMA® Jerrold A. Beyer, Jr., CIMA®'s Wells Fargo Advisors Experience February 2010 - Present
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2010 - Present
UBS Wealth Management September 2005 - February 2010
Morgan Stanley Smith Barney May 2000 - September 2005
Merrill Lynch 1998 - 2000
Skills
401(k) Rollovers, Beneficiary Planning, Stretch IRAs, Income Preservation..., Tax-Efficient..., Investments, Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Strategy, Finance, Insurance, Variable Annuities, Multi-generational..., Liability Management, Weath Transfer, Business-Owner Planning, Concentrated Stock..., Fixed Income Strategies, Multi-Generational..., Risk Management, 401(k) Plans, Employer Sponsored..., Solo 401(k) Plans
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA® Certification Program
Washington State University 1994 — 1996
MA
University of Idaho 1989 — 1994
BA
Pontificia Universidad Católica del Ecuador 1992 — 1993
Wells Fargo Advisors February 2010 - Present
UBS Wealth Management September 2005 - February 2010
Morgan Stanley Smith Barney May 2000 - September 2005
Merrill Lynch 1998 - 2000
Skills
401(k) Rollovers, Beneficiary Planning, Stretch IRAs, Income Preservation..., Tax-Efficient..., Investments, Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Strategy, Finance, Insurance, Variable Annuities, Multi-generational..., Liability Management, Weath Transfer, Business-Owner Planning, Concentrated Stock..., Fixed Income Strategies, Multi-Generational..., Risk Management, 401(k) Plans, Employer Sponsored..., Solo 401(k) Plans
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA® Certification Program
Washington State University 1994 — 1996
MA
University of Idaho 1989 — 1994
BA
Pontificia Universidad Católica del Ecuador 1992 — 1993
Bailey B. Bartee's Wells Fargo Advisors Experience March 2003 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2003 - Present
US Army 1996 - 2005
Jesse Brown's Outdoors 1996 - 2003
Skills
Finance, Insurance, Securities, Strategic Planning, Investments, Retirement Planning, Customer Service, Risk Management, Asset Allocation, Mutual Funds, Retirement, Financial Analysis, Budgets, Sales
Education
Queens University of Charlotte 1999 — 2002
MBA, Business Administration
Wofford College 1992 — 1996
BS, Business Economics
Wells Fargo Advisors March 2003 - Present
US Army 1996 - 2005
Jesse Brown's Outdoors 1996 - 2003
Skills
Finance, Insurance, Securities, Strategic Planning, Investments, Retirement Planning, Customer Service, Risk Management, Asset Allocation, Mutual Funds, Retirement, Financial Analysis, Budgets, Sales
Education
Queens University of Charlotte 1999 — 2002
MBA, Business Administration
Wofford College 1992 — 1996
BS, Business Economics
Gaurav Bhagat's Wells Fargo Advisors Experience June 2015 - Present
Job VP, Apps Systems Engineer, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2015 - Present
Wells Fargo Home Mortgage March 2013 - June 2015
Rose International March 2002 - July 2014
Data Alternatives February 2013 - March 2013
Maritz August 2005 - January 2013
State of Missouri May 2003 - July 2005
Tata Consultancy Services September 1999 - March 2002
Skills
TFS, HTML, Entity Framework, Web Development, SQL Server, Visual Studio, ASP.NET, C#, WCF, JavaScript, .NET, Silverlight, Microsoft SQL Server, AJAX, Web Services, Visio, SharePoint, SSRS, SSIS, SQL, SDLC, SOA, Databases
Education
Punjab Engineering College 1995 — 1999
Bachelor of Engineering (BE), Computer Engineering
Wells Fargo Advisors June 2015 - Present
Wells Fargo Home Mortgage March 2013 - June 2015
Rose International March 2002 - July 2014
Data Alternatives February 2013 - March 2013
Maritz August 2005 - January 2013
State of Missouri May 2003 - July 2005
Tata Consultancy Services September 1999 - March 2002
Skills
TFS, HTML, Entity Framework, Web Development, SQL Server, Visual Studio, ASP.NET, C#, WCF, JavaScript, .NET, Silverlight, Microsoft SQL Server, AJAX, Web Services, Visio, SharePoint, SSRS, SSIS, SQL, SDLC, SOA, Databases
Education
Punjab Engineering College 1995 — 1999
Bachelor of Engineering (BE), Computer Engineering
Patrick Markowski's Wells Fargo Advisors Experience November 2009 - August 2012
Job Executive Vice President / Global Operations and ReEngineering at ACE Group
Industry Financial Services
Experience
ACE Group September 2012 - Present
Wells Fargo Advisors November 2009 - August 2012
Wachovia Securities, LLC January 2006 - November 2009
Wachovia August 2000 - December 2005
Bank of America August 1996 - August 2000
M&T Bank July 1992 - August 1996
M&T Bank August 1989 - July 1992
Skills
Banking, Investments, Strategy, Vendor Management, Process Improvement, Program Management, Account Management, Asset Managment, Marketing Strategy, Enterprise Software, Business Analysis, Risk Management, Asset Management, Finance, Mergers & Acquisitions, Management Consulting, Management
Education
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Economics
ACE Group September 2012 - Present
Wells Fargo Advisors November 2009 - August 2012
Wachovia Securities, LLC January 2006 - November 2009
Wachovia August 2000 - December 2005
Bank of America August 1996 - August 2000
M&T Bank July 1992 - August 1996
M&T Bank August 1989 - July 1992
Skills
Banking, Investments, Strategy, Vendor Management, Process Improvement, Program Management, Account Management, Asset Managment, Marketing Strategy, Enterprise Software, Business Analysis, Risk Management, Asset Management, Finance, Mergers & Acquisitions, Management Consulting, Management
Education
Penn State University 1985 — 1989
Bachelor of Science (B.S.), Economics
Paul Briody, CFP®'s Wells Fargo Advisors Experience June 1990 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors June 1990 - Present
PSIA - AASI Professional Ski Instructors of America - American Association of Snowboard Instructors March 2014 - March 2014
PSIA November 2007 - October 2013
Local Motion (VT) November 2002 - November 2008
A.G. Edwards 1990 - 2006
Skills
Retirement Planning, Wealth Management, Retirement
Education
Providence College 1981 — 1985
Millburn High School
Wells Fargo Advisors June 1990 - Present
PSIA - AASI Professional Ski Instructors of America - American Association of Snowboard Instructors March 2014 - March 2014
PSIA November 2007 - October 2013
Local Motion (VT) November 2002 - November 2008
A.G. Edwards 1990 - 2006
Skills
Retirement Planning, Wealth Management, Retirement
Education
Providence College 1981 — 1985
Millburn High School
Sarah Schott's Wells Fargo Advisors Experience May 2009 - April 2010
Job Operations Specialist at YES Prep Public Schools
Industry Primary/Secondary Education
Experience
YES Prep Public Schools July 2014 - Present
YES Prep Public Schools August 2012 - August 2014
YES Prep Public Schools September 2011 - May 2014
YES Prep Public Schools September 2010 - June 2011
Sioux Falls Woman Magazine June 2009 - April 2010
Wells Fargo Advisors May 2009 - April 2010
Malibu Magazine January 2009 - April 2009
Office of Intercultural Affairs at Pepperdine University August 2008 - April 2009
Pi Beta Phi Fraternity January 2008 - December 2008
Communication Division-Pepperdine University November 2007 - April 2008
Skills
Event Planning, Editing, Social Media, Public Relations, Social Media Marketing, Facebook, Event Management, Public Speaking, Marketing Communications, PowerPoint, Ap Style, Research, Fundraising, Microsoft Excel
Education
Pepperdine University 2005 — 2009
Bachelors, Journalism
YES Prep Public Schools July 2014 - Present
YES Prep Public Schools August 2012 - August 2014
YES Prep Public Schools September 2011 - May 2014
YES Prep Public Schools September 2010 - June 2011
Sioux Falls Woman Magazine June 2009 - April 2010
Wells Fargo Advisors May 2009 - April 2010
Malibu Magazine January 2009 - April 2009
Office of Intercultural Affairs at Pepperdine University August 2008 - April 2009
Pi Beta Phi Fraternity January 2008 - December 2008
Communication Division-Pepperdine University November 2007 - April 2008
Skills
Event Planning, Editing, Social Media, Public Relations, Social Media Marketing, Facebook, Event Management, Public Speaking, Marketing Communications, PowerPoint, Ap Style, Research, Fundraising, Microsoft Excel
Education
Pepperdine University 2005 — 2009
Bachelors, Journalism
Christopher K. Murphy's Wells Fargo Advisors Experience February 2014 - Present
Job Managing Director Market Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors November 2003 - February 2014
Wheat First Butcher Singer January 1996 - November 2003
Gruntal & Co. May 1994 - January 1996
Oppenheimer & Co. Inc. April 1992 - May 1994
Paine Webber June 1989 - April 1992
Drexel Burnham Lambert August 1987 - June 1989
Education
Providence College 1983 — 1987
BS, Management Science with Western Civ.
Stamford Catholic High School 1979 — 1983
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors November 2003 - February 2014
Wheat First Butcher Singer January 1996 - November 2003
Gruntal & Co. May 1994 - January 1996
Oppenheimer & Co. Inc. April 1992 - May 1994
Paine Webber June 1989 - April 1992
Drexel Burnham Lambert August 1987 - June 1989
Education
Providence College 1983 — 1987
BS, Management Science with Western Civ.
Stamford Catholic High School 1979 — 1983
DeHaven Patrick's Wells Fargo Advisors Experience October 2010 - Present
Job Manager, Financial Reporting and Analsyis at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors October 2010 - Present
Wells Fargo Advisors, LLC August 2009 - October 2010
Wachovia Securities May 2008 - August 2009
Solutia Inc. August 2007 - May 2008
A.G. Edwards March 2007 - August 2007
Edward Jones May 2004 - March 2007
Deloitte & Touche July 2002 - May 2004
Arthur Andersen September 2001 - June 2002
Skills
Financial Reporting, SOX, Financial Analysis, Internal Controls, Accounting, General Ledger, Auditing, Audit
Education
Purdue University - Krannert School of Management 1995 — 2000
B.S. in Accounting, Minor:Finance, Emphasis:Economics
Wells Fargo Advisors October 2010 - Present
Wells Fargo Advisors, LLC August 2009 - October 2010
Wachovia Securities May 2008 - August 2009
Solutia Inc. August 2007 - May 2008
A.G. Edwards March 2007 - August 2007
Edward Jones May 2004 - March 2007
Deloitte & Touche July 2002 - May 2004
Arthur Andersen September 2001 - June 2002
Skills
Financial Reporting, SOX, Financial Analysis, Internal Controls, Accounting, General Ledger, Auditing, Audit
Education
Purdue University - Krannert School of Management 1995 — 2000
B.S. in Accounting, Minor:Finance, Emphasis:Economics
Irvin Kuehn's Wells Fargo Advisors Experience February 2011 - June 2011
Job Network Administrator at Ameriwood Industries
Industry Furniture
Experience
Ameriwood Industries March 2013 - Present
Nesher Pharmaceuticals, LLC December 2012 - January 2013
Scottrade February 2012 - August 2012
Monsanto June 2011 - February 2012
Wells Fargo Advisors February 2011 - June 2011
MasterCard September 2010 - December 2010
Gorman and Gorman Home Loans December 2008 - June 2010
MasterCard July 2007 - July 2008
DataJacks October 2006 - July 2007
The Weather Channel July 2004 - September 2006
Skills
Software Documentation, Disaster Recovery, Project Management, ITIL, Troubleshooting, Program Management, SharePoint, Security, Management, Cisco Technologies, SDLC, Servers, Vendor Management, Active Directory, IT Service Management, Change Management, Telecommunications, PMO, Visio, TCP/IP, Agile Project Management, Iterative Methodologies
Education
Virginia Western 2001 — 2001
Cert, XML Certification
Gwinnett Technical College 1996 — 1996
"C" Programming
Jefferson County College 1982 — 1982
Psychology
Pepperdine University 1975 — 1975
General Studies
Saddleback College 1972 — 1972
General Studies
Ameriwood Industries March 2013 - Present
Nesher Pharmaceuticals, LLC December 2012 - January 2013
Scottrade February 2012 - August 2012
Monsanto June 2011 - February 2012
Wells Fargo Advisors February 2011 - June 2011
MasterCard September 2010 - December 2010
Gorman and Gorman Home Loans December 2008 - June 2010
MasterCard July 2007 - July 2008
DataJacks October 2006 - July 2007
The Weather Channel July 2004 - September 2006
Skills
Software Documentation, Disaster Recovery, Project Management, ITIL, Troubleshooting, Program Management, SharePoint, Security, Management, Cisco Technologies, SDLC, Servers, Vendor Management, Active Directory, IT Service Management, Change Management, Telecommunications, PMO, Visio, TCP/IP, Agile Project Management, Iterative Methodologies
Education
Virginia Western 2001 — 2001
Cert, XML Certification
Gwinnett Technical College 1996 — 1996
"C" Programming
Jefferson County College 1982 — 1982
Psychology
Pepperdine University 1975 — 1975
General Studies
Saddleback College 1972 — 1972
General Studies
Aimee Gibson's Wells Fargo Advisors Experience March 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
Hilliard Lyons, LLC January 2000 - March 2015
IBM Global Services January 1984 - March 1990
Skills
Finance, Management, Public Speaking, Leadership, Manufacturing, Sales, Budgets, Investments
Education
Purdue University 1978 — 1983
BSE, Computer Systems Engineering
Purdue University
Wells Fargo Advisors March 2015 - Present
Hilliard Lyons, LLC January 2000 - March 2015
IBM Global Services January 1984 - March 1990
Skills
Finance, Management, Public Speaking, Leadership, Manufacturing, Sales, Budgets, Investments
Education
Purdue University 1978 — 1983
BSE, Computer Systems Engineering
Purdue University
Kurt Campman, CRPC(R), AIF(R), RCC(TM)'s Wells Fargo Advisors Experience January 2012 - Present
Job Regional Sales Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2012 - Present
Merrill Lynch January 1996 - December 2011
Merrill Lynch 1996 - 2007
Skills
Series 7, Series 65, Series 3, Series 63, Series 31, Series 9, Series 10, CRPC(R), Asset Allocation, FINRA, Financial Services, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities, Wealth Management, Mutual Funds
Education
Penn State University 1992 — 1995
BS, Economics
Wells Fargo Advisors January 2012 - Present
Merrill Lynch January 1996 - December 2011
Merrill Lynch 1996 - 2007
Skills
Series 7, Series 65, Series 3, Series 63, Series 31, Series 9, Series 10, CRPC(R), Asset Allocation, FINRA, Financial Services, Investment Advisory, Investment Strategies, Investments, Portfolio Management, Retirement Planning, Securities, Wealth Management, Mutual Funds
Education
Penn State University 1992 — 1995
BS, Economics
Michael Zambotti's Wells Fargo Advisors Experience October 2000 - May 2007
Job Financial Sales Representative at TD Bank
Industry Financial Services
Experience
TD June 2015 - Present
PNC January 2013 - June 2015
Citizens Investment Services May 2007 - March 2009
Wells Fargo Advisors October 2000 - May 2007
H&R Block June 1998 - October 2000
Skills
Finance, Investments, Customer Service, Leadership, Microsoft Excel, Equities, Portfolio Management, Financial Planning, Retirement Planning, Wealth Management, Series 7
Education
Penn State University 1994 — 1998
Finance, Business
Penn State University 1994 — 1998
BS, Finance, General
TD June 2015 - Present
PNC January 2013 - June 2015
Citizens Investment Services May 2007 - March 2009
Wells Fargo Advisors October 2000 - May 2007
H&R Block June 1998 - October 2000
Skills
Finance, Investments, Customer Service, Leadership, Microsoft Excel, Equities, Portfolio Management, Financial Planning, Retirement Planning, Wealth Management, Series 7
Education
Penn State University 1994 — 1998
Finance, Business
Penn State University 1994 — 1998
BS, Finance, General
Todd Noel, CFA's Wells Fargo Advisors Experience January 2008 - October 2014
Job Research Director at Wells Fargo
Industry Investment Management
Experience
Wells Fargo November 2014 - Present
Wells Fargo Advisors January 2008 - October 2014
A.G. Edwards & Sons, Inc. June 1999 - December 2007
Skills
Mutual Funds, Investments, Asset Management, Investment Advisory
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
MBA
Purdue University 1987 — 1992
B.S. Industrial Engineering
Wells Fargo November 2014 - Present
Wells Fargo Advisors January 2008 - October 2014
A.G. Edwards & Sons, Inc. June 1999 - December 2007
Skills
Mutual Funds, Investments, Asset Management, Investment Advisory
Education
Washington University in St. Louis - Olin Business School 1998 — 2001
MBA
Purdue University 1987 — 1992
B.S. Industrial Engineering
Nicole Emrick's Wells Fargo Advisors Experience July 2015 - Present
Job Wealth Management Advisor at TIAACREF
Industry Banking
Experience
Wells Fargo Advisors July 2015 - Present
TIAA-CREF May 2014 - June 2015
Bank of the West 2012 - July 2014
Wells Fargo Bank 2007 - 2012
Marathon Wealth Management 2006 - 2007
Skills
Series 7, Series 66, Private Banking, Investments, Retirement Planning, Customer Service, Wealth Management, Lending, Credit, Leveraging Strategic..., Loans, Strategic Financial..., Small Business Lending, Consumer Lending, Credit Analysis, Commercial Banking, Uniform Combined State..., Banking, Financial Advisory, Portfolio Management, Finance, Commercial Lending, Lines Of Credit, Series 63, Cross Selling, Retail Banking, Relationship Management, Investment Advisory, Residential Mortgages, Wealth Management..., Mortgage Banking, Mutual Funds, Financial Services, Cash Management, Securities, Treasury Management, Loan Origination, Commercial Mortgages, Underwriting, Refinance, Financial Planning
Education
Diamond Bar high
NASD/FINRA Series 7 & 66 License
Life and Health Insurance Producers license
Euro-Med-Marseille Graduate School of Business 2006 — 2006
International Management & Finance in Marseille, France
Portland State University - School of Business
Business Administration, Marketing/Finance
Wells Fargo Advisors July 2015 - Present
TIAA-CREF May 2014 - June 2015
Bank of the West 2012 - July 2014
Wells Fargo Bank 2007 - 2012
Marathon Wealth Management 2006 - 2007
Skills
Series 7, Series 66, Private Banking, Investments, Retirement Planning, Customer Service, Wealth Management, Lending, Credit, Leveraging Strategic..., Loans, Strategic Financial..., Small Business Lending, Consumer Lending, Credit Analysis, Commercial Banking, Uniform Combined State..., Banking, Financial Advisory, Portfolio Management, Finance, Commercial Lending, Lines Of Credit, Series 63, Cross Selling, Retail Banking, Relationship Management, Investment Advisory, Residential Mortgages, Wealth Management..., Mortgage Banking, Mutual Funds, Financial Services, Cash Management, Securities, Treasury Management, Loan Origination, Commercial Mortgages, Underwriting, Refinance, Financial Planning
Education
Diamond Bar high
NASD/FINRA Series 7 & 66 License
Life and Health Insurance Producers license
Euro-Med-Marseille Graduate School of Business 2006 — 2006
International Management & Finance in Marseille, France
Portland State University - School of Business
Business Administration, Marketing/Finance
Harry Davis's Wells Fargo Advisors Experience February 2009 - June 2010
Job Senior Business Development Manager at The Stowe Group
Industry Information Technology and Services
Experience
The Stowe Group July 2014 - Present
Guardian Life January 2014 - July 2014
The Guardian Life Insurance Company of America November 2011 - December 2013
Morgan Stanley Wealth Management June 2010 - November 2011
Wells Fargo Advisors February 2009 - June 2010
Skills
Business Development, Client Relations, Business Strategy, Sales Process, Marketing, Professional Services, Sales, Leadership, Process Improvement, Social Media
Education
Providence College 2003 — 2007
Bachelor of Arts, English, Political Science
The Stowe Group July 2014 - Present
Guardian Life January 2014 - July 2014
The Guardian Life Insurance Company of America November 2011 - December 2013
Morgan Stanley Wealth Management June 2010 - November 2011
Wells Fargo Advisors February 2009 - June 2010
Skills
Business Development, Client Relations, Business Strategy, Sales Process, Marketing, Professional Services, Sales, Leadership, Process Improvement, Social Media
Education
Providence College 2003 — 2007
Bachelor of Arts, English, Political Science
Jeffrey Harpel's Wells Fargo Advisors Experience January 2009 - May 2009
Job Senior Finance / Accounting Professional to the Financial Services / Securities Brokerage Industry
Industry Financial Services
Experience
Oyster Consulting LLC June 2009 - Present
Wells Fargo Advisors January 2009 - May 2009
Wachovia Securities, LLC 2004 - 2009
Wachovia Securities, LLC 1998 - 2004
Wheat First Securities 1995 - 1998
Wheat First Securities 1992 - 1994
Wheat First Securities 1989 - 1992
Skills
Finance, Due Diligence, Internal Controls, Mergers & Acquisitions, Project Management, Financial Accounting, Accounts Payable, Financial Services, Financial Reporting, Accounting, Analysis, Account Reconciliation, Fixed Income, Auditing, Securities, Business Process..., Alternative Investments, Asset Management, Internal Audit, Series 63, Mutual Funds, Wealth Management, Training, Strategy, Equities, Process Improvement, Back Office, Investment Advisory, Business Analysis, Vendor Management, Management, Trading
Education
Penn State University 1971 — 1975
BS, Accounting
Oyster Consulting LLC June 2009 - Present
Wells Fargo Advisors January 2009 - May 2009
Wachovia Securities, LLC 2004 - 2009
Wachovia Securities, LLC 1998 - 2004
Wheat First Securities 1995 - 1998
Wheat First Securities 1992 - 1994
Wheat First Securities 1989 - 1992
Skills
Finance, Due Diligence, Internal Controls, Mergers & Acquisitions, Project Management, Financial Accounting, Accounts Payable, Financial Services, Financial Reporting, Accounting, Analysis, Account Reconciliation, Fixed Income, Auditing, Securities, Business Process..., Alternative Investments, Asset Management, Internal Audit, Series 63, Mutual Funds, Wealth Management, Training, Strategy, Equities, Process Improvement, Back Office, Investment Advisory, Business Analysis, Vendor Management, Management, Trading
Education
Penn State University 1971 — 1975
BS, Accounting
Dennis Cooney, CFP ®'s Wells Fargo Advisors Experience July 1992 - Present
Job Financial Advisor, CFP® at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 1992 - Present
Meridian Bank 1987 - 1991
Skills
Investments, Strategic Financial..., Strategy, Retirement Planning, Portfolio Management, Finance, Customer Service, Personal Finance, Wealth Management, Credit, Management, Loans, Marketing, Small Business, Financial Advisory, Financial Analysis, Alternative Investments, Risk Management, Financial Planning, Series 63
Education
Penn State University 1981 — 1985
Bachelor of Science, Finance
Bensalem High School 1978 — 1981
Wells Fargo Advisors July 1992 - Present
Meridian Bank 1987 - 1991
Skills
Investments, Strategic Financial..., Strategy, Retirement Planning, Portfolio Management, Finance, Customer Service, Personal Finance, Wealth Management, Credit, Management, Loans, Marketing, Small Business, Financial Advisory, Financial Analysis, Alternative Investments, Risk Management, Financial Planning, Series 63
Education
Penn State University 1981 — 1985
Bachelor of Science, Finance
Bensalem High School 1978 — 1981
Prasanna Yoga Sundaram's Wells Fargo Advisors Experience July 2013 - January 2015
Job Database Consultant at Panera Bread
Industry Information Technology and Services
Experience
Panera Bread August 2015 - Present
Everest Consulting Group October 2008 - Present
CenturyLink February 2015 - August 2015
Wells Fargo Advisors July 2013 - January 2015
MasterCard January 2013 - June 2013
Wells Fargo Advisors June 2011 - January 2013
MasterCard October 2008 - June 2011
MasterCard November 2007 - September 2008
EAPT Solutions September 2006 - September 2008
Fiserv CareGain September 2006 - November 2007
Skills
PL/SQL, Oracle, Unix, DB2, XML, SQL, Unix Shell Scripting, Data Warehousing, Databases, Quality Center, Websphere, Weblogic, Java Enterprise Edition, Shell Scripting, Visio, SOAP, ETL, Java, SharePoint, JavaScript, Solaris, WebSphere, HP Quality Center
Education
Pondicherry University
MBA
EWING CHRISTIAN COLLEGE
PGDCA
ST.JOSEPH'S AUTONOMOUS COLLEGE
B.COM
R.S.KRISHNAN HIGHER SEC SCHOOL
SENIOR SECONDARY
Panera Bread August 2015 - Present
Everest Consulting Group October 2008 - Present
CenturyLink February 2015 - August 2015
Wells Fargo Advisors July 2013 - January 2015
MasterCard January 2013 - June 2013
Wells Fargo Advisors June 2011 - January 2013
MasterCard October 2008 - June 2011
MasterCard November 2007 - September 2008
EAPT Solutions September 2006 - September 2008
Fiserv CareGain September 2006 - November 2007
Skills
PL/SQL, Oracle, Unix, DB2, XML, SQL, Unix Shell Scripting, Data Warehousing, Databases, Quality Center, Websphere, Weblogic, Java Enterprise Edition, Shell Scripting, Visio, SOAP, ETL, Java, SharePoint, JavaScript, Solaris, WebSphere, HP Quality Center
Education
Pondicherry University
MBA
EWING CHRISTIAN COLLEGE
PGDCA
ST.JOSEPH'S AUTONOMOUS COLLEGE
B.COM
R.S.KRISHNAN HIGHER SEC SCHOOL
SENIOR SECONDARY
Molly McGauley's Wells Fargo Advisors Experience May 1995 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Advisors May 1995 - Present
Education
Queens University of Charlotte 1991 — 1995
BA, English
Wells Fargo Advisors May 1995 - Present
Education
Queens University of Charlotte 1991 — 1995
BA, English
Gary T Brewton, CFP®, QPFC's Wells Fargo Advisors Experience May 2011 - Present
Job Assistant Vice President Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2011 - Present
ASSOCIATED WEALTH MANAGEMENT 2009 - July 2011
JP MORGAN CHASE 2005 - 2009
BANKERS LIFE AND CASUALTY 2004 - 2005
Skills
Investments, Retirement Planning, IRAs, Retirement, Budgets, Mutual Funds, Asset Allocation, Investment Strategies, 401k Rollovers, Roth IRA
Education
Pittsburg State University 2000 — 2003
BACHELORS, ARTS & SCIENCES
The University of Kansas 1998 — 2000
Architecture
Wells Fargo Advisors May 2011 - Present
ASSOCIATED WEALTH MANAGEMENT 2009 - July 2011
JP MORGAN CHASE 2005 - 2009
BANKERS LIFE AND CASUALTY 2004 - 2005
Skills
Investments, Retirement Planning, IRAs, Retirement, Budgets, Mutual Funds, Asset Allocation, Investment Strategies, 401k Rollovers, Roth IRA
Education
Pittsburg State University 2000 — 2003
BACHELORS, ARTS & SCIENCES
The University of Kansas 1998 — 2000
Architecture
Jonathan L Guarracino's Wells Fargo Advisors Experience February 2013 - Present
Job Sales and Business Development at Earth Pride Organics
Industry Financial Services
Experience
Wells Fargo Advisors February 2013 - Present
Quasar Trading July 2012 - February 2013
Currencies Direct - London January 2011 - March 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg Terminal, Retirement Planning, Proprietary Trading, Risk Management, PowerPoint, Strategic Financial..., Trading, Financial Planning, Banking, Finance, Portfolio Management, Investments, Financial Markets, Financial Analysis
Education
Philadelphia University 2008 — 2012
Bachelor of Science, Finance
AMERICAN INTERCONTINENTAL UNIVERSITY 2011 — 2011
Finance
Wells Fargo Advisors February 2013 - Present
Quasar Trading July 2012 - February 2013
Currencies Direct - London January 2011 - March 2011
Merrill Lynch June 2010 - August 2010
Skills
Microsoft Excel, Bloomberg Terminal, Retirement Planning, Proprietary Trading, Risk Management, PowerPoint, Strategic Financial..., Trading, Financial Planning, Banking, Finance, Portfolio Management, Investments, Financial Markets, Financial Analysis
Education
Philadelphia University 2008 — 2012
Bachelor of Science, Finance
AMERICAN INTERCONTINENTAL UNIVERSITY 2011 — 2011
Finance
Keren Bosse's Wells Fargo Advisors Experience 2006 - 2010
Job Area Manager at Smart Media USA
Industry Marketing and Advertising
Experience
Smart Media USA 2009 - Present
CBI Religious School 2002 - Present
Wells Fargo Advisors 2006 - 2010
Advertising Affiliates 1984 - 2001
Education
Purdue University
Management
Sawyer Business College
Business
Spertus Institute for Jewish Learning and Leadership
Jewish Studies
UCMI
Theology
Smart Media USA 2009 - Present
CBI Religious School 2002 - Present
Wells Fargo Advisors 2006 - 2010
Advertising Affiliates 1984 - 2001
Education
Purdue University
Management
Sawyer Business College
Business
Spertus Institute for Jewish Learning and Leadership
Jewish Studies
UCMI
Theology
Tim Hurtt's Wells Fargo Advisors Experience May 2003 - May 2012
Job Sr. Vice President of Investments, Chapin Davis, Inc.
Industry Financial Services
Experience
Chapin Davis, Inc. May 2012 - Present
Wells Fargo Advisors May 2003 - May 2012
Prudential Financial March 1996 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Penn State University 1988 — 1992
Bachelor's Degree, Contract Negotiation
Riverdale 1975 — 1988
Chapin Davis, Inc. May 2012 - Present
Wells Fargo Advisors May 2003 - May 2012
Prudential Financial March 1996 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java
Education
Penn State University 1988 — 1992
Bachelor's Degree, Contract Negotiation
Riverdale 1975 — 1988
Charles Glick's Wells Fargo Advisors Experience June 2014 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Smith Barney April 2010 - May 2014
Skills
Social Media, Microsoft Excel, Microsoft Office, Strategic Planning, Social Networking, Financial Analysis, Financial Modeling
Education
Purdue University 2005 — 2009
Finance, Financial Planning and Services
Purdue University 2005 — 2009
Bachelor of Applied Science (BASc), Financial Planning and Services
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Smith Barney April 2010 - May 2014
Skills
Social Media, Microsoft Excel, Microsoft Office, Strategic Planning, Social Networking, Financial Analysis, Financial Modeling
Education
Purdue University 2005 — 2009
Finance, Financial Planning and Services
Purdue University 2005 — 2009
Bachelor of Applied Science (BASc), Financial Planning and Services
Paymaneh makki(rezaie) CPC's Wells Fargo Advisors Experience June 2005 - June 2007
Job Seeking Medical Coding positions, remote or in Los angeles area.
Industry Hospital & Health Care
Experience
Altegra Health July 2010 - April 2014
Coventry Health Care July 2007 - June 2010
Wells Fargo Advisors June 2005 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, CPT, Healthcare, Medical Records, Medical Coding, Analysis, Budgets, ICD-9, ICD-10, Medicare, Visio, Management, Leadership
Education
American Academy Professional Coders 2009 — 2009
Certified, Medical Insurance Coding Specialist/Coder
Pierce College 2000 — 2004
Associate of Science (AS)
Altegra Health July 2010 - April 2014
Coventry Health Care July 2007 - June 2010
Wells Fargo Advisors June 2005 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, CPT, Healthcare, Medical Records, Medical Coding, Analysis, Budgets, ICD-9, ICD-10, Medicare, Visio, Management, Leadership
Education
American Academy Professional Coders 2009 — 2009
Certified, Medical Insurance Coding Specialist/Coder
Pierce College 2000 — 2004
Associate of Science (AS)
Richard Ardito's Wells Fargo Advisors Experience August 2014 - Present
Job WFA Regional Supervisor II at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
UBS Financial Services Inc February 2014 - August 2014
Wells Fargo Advisors August 2011 - February 2014
Premiere Response March 2011 - August 2011
Peace Corps October 2008 - November 2010
Education
Philadelphia University 2004 — 2008
Bachelor's degree, Science and Business
Wells Fargo Advisors August 2014 - Present
UBS Financial Services Inc February 2014 - August 2014
Wells Fargo Advisors August 2011 - February 2014
Premiere Response March 2011 - August 2011
Peace Corps October 2008 - November 2010
Education
Philadelphia University 2004 — 2008
Bachelor's degree, Science and Business
Denise Ciliberti Rocchio's Wells Fargo Advisors Experience March 2013 - Present
Job Account Coordinator at Ameriflex
Industry Executive Office
Experience
Ameriflex October 2013 - Present
Wells Fargo Advisors March 2013 - Present
NationalHR June 2012 - January 2013
Holman & Frenia, P.C. December 2011 - March 2012
Liberty Mutual 2003 - 2010
Skills
Administrative..., Travel Arrangements, Outlook, Calendaring, Calendars, Spreadsheets, Confidentiality, Office Management, Executive Support, Office Equipment, Fax, File Management
Education
Peirce College 1979 — 1981
Associate of Science (A.S.)
Ameriflex October 2013 - Present
Wells Fargo Advisors March 2013 - Present
NationalHR June 2012 - January 2013
Holman & Frenia, P.C. December 2011 - March 2012
Liberty Mutual 2003 - 2010
Skills
Administrative..., Travel Arrangements, Outlook, Calendaring, Calendars, Spreadsheets, Confidentiality, Office Management, Executive Support, Office Equipment, Fax, File Management
Education
Peirce College 1979 — 1981
Associate of Science (A.S.)
Felicia Vigil's Wells Fargo Advisors Experience January 1995 - Present
Job Accounting Professional
Industry Accounting
Experience
Wells Fargo Advisors January 1995 - Present
Skills
10 Key, Accounts Payable, 35 to 40 wpm
Education
Pima Medical Institute-Denver 1990 — 1991
Veteinary tech
Ranum 1987 — 1990
general
Wells Fargo Advisors January 1995 - Present
Skills
10 Key, Accounts Payable, 35 to 40 wpm
Education
Pima Medical Institute-Denver 1990 — 1991
Veteinary tech
Ranum 1987 — 1990
general
Joga Hanzra's Wells Fargo Advisors Experience April 2015 - Present
Job Sr. IT Consultant at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors April 2015 - Present
Ameren April 2013 - April 2015
Fleishman-Hillard August 2012 - April 2013
Modular Process Control, LLC November 2011 - August 2012
Maritz June 2006 - November 2011
TEKsystems January 2004 - April 2006
Skills
C#, Database Design, JavaScript, jQuery, VB.NET, Microsoft SQL Server, SSRS, SSIS, TFS, jQuery Mobile, JSON, Telerik, Endeca, MVC, ASP.NET MVC, WCF, NHibernate, Entity Framework, Software Design, Android SDK, Eclipse, ASP.NET AJAX, AJAX, Agile Methodologies, .NET, Solution Architecture, Mobile Applications, Web Services, T-SQL, Visual Basic, ASP.NET, IIS, ASP, XML, SDLC, SQL, Requirements Analysis, Consulting, Software Development, Business Intelligence, Databases, Oracle
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2000 — 2002
PGDIT, IT
Punjabi University
Bachelor of Arts (B.A.)
Wells Fargo Advisors April 2015 - Present
Ameren April 2013 - April 2015
Fleishman-Hillard August 2012 - April 2013
Modular Process Control, LLC November 2011 - August 2012
Maritz June 2006 - November 2011
TEKsystems January 2004 - April 2006
Skills
C#, Database Design, JavaScript, jQuery, VB.NET, Microsoft SQL Server, SSRS, SSIS, TFS, jQuery Mobile, JSON, Telerik, Endeca, MVC, ASP.NET MVC, WCF, NHibernate, Entity Framework, Software Design, Android SDK, Eclipse, ASP.NET AJAX, AJAX, Agile Methodologies, .NET, Solution Architecture, Mobile Applications, Web Services, T-SQL, Visual Basic, ASP.NET, IIS, ASP, XML, SDLC, SQL, Requirements Analysis, Consulting, Software Development, Business Intelligence, Databases, Oracle
Education
Sikkim Manipal University of Health, Medical and Technological Sciences 2000 — 2002
PGDIT, IT
Punjabi University
Bachelor of Arts (B.A.)
Jenna Lindberg's Wells Fargo Advisors Experience February 2011 - September 2013
Job Independent Insurance Agent at Lindberg Insurance Group
Industry Insurance
Experience
Lindberg Insurance Group September 2013 - Present
Wells Fargo Advisors February 2011 - September 2013
Wells Fargo Financial 2006 - 2010
Skills
Microsoft Office, Team Building, Customer Service, Insurance, Community Outreach, Loans, Sales
Education
Pittsburg State University
Lindberg Insurance Group September 2013 - Present
Wells Fargo Advisors February 2011 - September 2013
Wells Fargo Financial 2006 - 2010
Skills
Microsoft Office, Team Building, Customer Service, Insurance, Community Outreach, Loans, Sales
Education
Pittsburg State University
Jessica Chantel Carrero's Wells Fargo Advisors Experience August 2008 - August 2011
Job OEI Tuition Planner at Post University
Industry Human Resources
Experience
Post University February 2012 - Present
Wells Fargo Advisors August 2008 - August 2011
Skills
Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Leadership, Outlook, Microsoft Word, Analysis, Public Speaking, Team Leadership
Education
Post University 2012 — 2016
Human Services, Counseling
University of Connecticut 2009 — 2011
Paralegal Certificate, Legal Studies, General
Satellite Senior High School 2001 — 2005
Post University February 2012 - Present
Wells Fargo Advisors August 2008 - August 2011
Skills
Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Leadership, Outlook, Microsoft Word, Analysis, Public Speaking, Team Leadership
Education
Post University 2012 — 2016
Human Services, Counseling
University of Connecticut 2009 — 2011
Paralegal Certificate, Legal Studies, General
Satellite Senior High School 2001 — 2005
Dan Arendas's Wells Fargo Advisors Experience 2000 - Present
Job eBusiness Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2000 - Present
Wells FargoAdvisors 2000 - Present
Skills
Financial Services, Banking, Analytics, Mutual Funds, Business Intelligence, Business Analysis, E-business, Risk Management, Fixed Income, Business Requirements, Asset Managment, Brokerage, Strategic Planning, Product Management, Electronic Trading
Education
Princeton University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors 2000 - Present
Wells FargoAdvisors 2000 - Present
Skills
Financial Services, Banking, Analytics, Mutual Funds, Business Intelligence, Business Analysis, E-business, Risk Management, Fixed Income, Business Requirements, Asset Managment, Brokerage, Strategic Planning, Product Management, Electronic Trading
Education
Princeton University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Bruce Shafer's Wells Fargo Advisors Experience 1998 - 2002
Job Registered Investment Advisor at Shafer Global Investment & Insurance
Industry Financial Services
Experience
Shafer Global Investment & Insurance May 2013 - Present
US Bancorp Investment 2002 - 2013
Wells Fargo Advisors 1998 - 2002
US Bancorp Investment and Insurance 1994 - 1998
Skills
Investment Advisory..., Insurance, Portfolio Management, Business Development
Education
Penn State University 1980 — 1984
Bachelor of Arts (B.A.), Foreign Service and International Politics/Finance
Shafer Global Investment & Insurance May 2013 - Present
US Bancorp Investment 2002 - 2013
Wells Fargo Advisors 1998 - 2002
US Bancorp Investment and Insurance 1994 - 1998
Skills
Investment Advisory..., Insurance, Portfolio Management, Business Development
Education
Penn State University 1980 — 1984
Bachelor of Arts (B.A.), Foreign Service and International Politics/Finance
Brent McKinney's Wells Fargo Advisors Experience February 2008 - October 2010
Job Area Manager at Chrysler Group LLC
Industry Automotive
Experience
Chrysler Group LLC October 2010 - Present
Wells Fargo Advisors February 2008 - October 2010
Getrag March 2008 - December 2008
Delphi March 1992 - March 2008
Skills
Automotive, Project Planning, Logistics, Process Improvement, Six Sigma, Lean Manufacturing, Cross-functional Team..., Kaizen, Supply Chain Management, Value Stream Mapping, Process Engineering, Operational Excellence, 5S, DMAIC, Continuous Improvement, Toyota Production System, Industrial Engineering, Manufacturing..., Root Cause Analysis, Kanban, Quality Management
Education
Purdue University 1987 — 1991
Bachelor's degree, Industrial Engineering
Chrysler Group LLC October 2010 - Present
Wells Fargo Advisors February 2008 - October 2010
Getrag March 2008 - December 2008
Delphi March 1992 - March 2008
Skills
Automotive, Project Planning, Logistics, Process Improvement, Six Sigma, Lean Manufacturing, Cross-functional Team..., Kaizen, Supply Chain Management, Value Stream Mapping, Process Engineering, Operational Excellence, 5S, DMAIC, Continuous Improvement, Toyota Production System, Industrial Engineering, Manufacturing..., Root Cause Analysis, Kanban, Quality Management
Education
Purdue University 1987 — 1991
Bachelor's degree, Industrial Engineering
Bert Peterson's Wells Fargo Advisors Experience January 2006 - May 2011
Job MT McQuaid Construction LLC
Industry Investment Management
Experience
MT McQuaid Construction LLC January 2015 - Present
McAdams Wright Ragen September 2011 - December 2014
Wells Fargo Advisors January 2006 - May 2011
Wells Fargo Advisors January 2000 - December 2005
Ragen MacKenzie March 1989 - December 1999
Skills
Series 7, Portfolio Management, Fixed Income, Wealth Management, Equities, Series 63, Securities, Mutual Funds, Investments, Financial Services, Asset Management, Risk Management, Trading, FINRA, Banking, Asset Allocation, Bonds, Financial Markets
Education
Portland Community College 1982 — 1983
Accounting
MT McQuaid Construction LLC January 2015 - Present
McAdams Wright Ragen September 2011 - December 2014
Wells Fargo Advisors January 2006 - May 2011
Wells Fargo Advisors January 2000 - December 2005
Ragen MacKenzie March 1989 - December 1999
Skills
Series 7, Portfolio Management, Fixed Income, Wealth Management, Equities, Series 63, Securities, Mutual Funds, Investments, Financial Services, Asset Management, Risk Management, Trading, FINRA, Banking, Asset Allocation, Bonds, Financial Markets
Education
Portland Community College 1982 — 1983
Accounting
Christopher Spahn, CFP®'s Wells Fargo Advisors Experience May 2008 - March 2012
Job First Vice President Wealth Management at UBS Financial Services Inc
Industry Financial Services
Experience
UBS March 2012 - Present
Wells Fargo Advisors May 2008 - March 2012
A.G. Edwards & Sons, Inc. May 1995 - May 2008
W.J. Nolan & Company September 1991 - May 1995
Education
Providence College 1987 — 1991
Bachelor's Degree, Business Administration and Management, General
Chaminade High School 1983 — 1987
High School Diploma
UBS March 2012 - Present
Wells Fargo Advisors May 2008 - March 2012
A.G. Edwards & Sons, Inc. May 1995 - May 2008
W.J. Nolan & Company September 1991 - May 1995
Education
Providence College 1987 — 1991
Bachelor's Degree, Business Administration and Management, General
Chaminade High School 1983 — 1987
High School Diploma
Eric Rothberg's Wells Fargo Advisors Experience February 2011 - Present
Job Senior Vice President Investments at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2011 - Present
Major Financial Institutions January 1987 - February 2011
Education
Queens College
Wells Fargo Advisors February 2011 - Present
Major Financial Institutions January 1987 - February 2011
Education
Queens College
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America