Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Community Housing Partners September 2015 - Present
Community Housing Partners August 2013 - September 2015
LeClairRyan September 2011 - August 2013
Virginia Tech January 2011 - May 2011
Wells Fargo Advisors May 2009 - December 2010
Skills
Insurance, Customer Service, Venture Capital, Contract Negotiation, Corporate Governance, Social Media, Fundraising, Trademarks, Real Estate, Estate Planning, Data Entry, Financial Services, Notary Public, Wordperfect, Financial Analysis
Education
Radford University - College of Business and Economics 2007 — 2011
Bachelor of Business, Business Administration
Wells Fargo Bank January 2002 - Present
Wells Fargo NA March 2009 - July 2013
Wells Fargo Advisors January 2000 - March 2009
Wells Fargo January 1999 - January 2002
Education
Regis University
Bachelor of Science, Business Admin
Wells Fargo Advisors November 2004 - Present
Raymond James Financial Inc. October 2000 - October 2004
Ferris Baker Watts April 1999 - February 2002
Skills
Investments, Retirement Planning, Mutual Funds, Asset Allocation, Retirement, Investment Strategies, ETFs, 401k Rollovers, Life Insurance, Estate Investment..., Financial Advisory, Wealth Accumulation..., Wealth Preservation..., Asset Management, Portfolio Management, Securities, Wealth
Education
Radford University
Wells Fargo Advisors August 2014 - Present
Wells Fargo August 2014 - Present
Essex Financial Services Inc December 2013 - February 2014
AXA Advisors December 2012 - August 2013
Edwards Student Housing Management Company November 2009 - October 2012
Sachems Head Association June 2008 - August 2009
KLT Oriental Rugs Trading Company June 2005 - August 2007
Skills
Series 7, Series 63, Strategic Financial..., Retirement, Retirement Planning, Life & Health Insurance..., Life Insurance, Variable Annuities, Fixed Annuities, Asset Management, Asset Allocation, Portfolio Management
Education
Rochester Institute of Technology 2007 — 2011
BS, Marketing
Daniel Hand High School 2003 — 2007
Morgan Stanley Wealth Management January 2010 - Present
Wells Fargo Advisors January 2009 - January 2010
Skills
Retirement, Series 7
Education
Rowan University 1998 — 2001
Bachelor's degree
TTM Technologies November 2013 - Present
Wells Fargo Advisors August 2012 - November 2013
SNR Denton April 2012 - July 2012
Doe Run Company November 2010 - February 2012
Doe Run Company April 2005 - November 2010
Doe Run Company January 2003 - April 2005
Ranken Technical College December 2001 - December 2002
Skills
Active Directory, Windows 7, Microsoft Exchange, IT Service Management, Troubleshooting, Windows Server, IT Asset Management, Help Desk Support, Laptops, Migration Projects, Operating Systems, Disaster Recovery, ITIL, Networking, Information Technology, Active Directory..., Hardware, Data Center, DHCP, System Deployment, Software Installation, Windows XP, Workstation..., XP, Project Implementation, Computer Management, Servers, DNS, Technical Support, Concur
Education
Webster University 2006 — 2011
Bachelor of Science, Business Administration
Ranken Technical College 2000 — 2002
Associate of Technology, Computer Networking
Cleveland Browns December 2014 - April 2015
Impressive Technology Inc. May 2014 - August 2014
Wells Fargo Advisors February 2013 - July 2013
Cuisiner Delivery April 2012 - November 2012
Skills
Finance, Microsoft Office, Management Science, Financial Modeling, Statistics, Business Strategy, Microsoft Excel, Public Speaking, Data Analysis, Leadership, Teamwork, Programming, Operations Management, Project Management, Quantitative Research, Market Analysis, Financial Analysis, PowerPoint, Six Sigma, Investments, Social Media, Strategic Planning, Marketing, Product Management
Education
University of Miami 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services, Management Science
Rensselaer Polytechnic Institute 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors November 1994 - Present
Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Series 63, Mutual Funds, Retirement, Investments, Securities, Portfolio Management, Strategic Financial..., Alternative Investments, Investment Strategies, Uniform Combined State..., Fixed Annuities, Equities, Estate Planning, Financial Advisory, Series 65
Education
Rice University 1979 — 1983
Bachelor's degree, Managerial Studies
Bishop Dunne High School 1976 — 1979
Morgan Stanley July 2015 - Present
Merrill Lynch September 2014 - March 2015
Morgan Stanley May 2014 - August 2014
Wells Fargo Advisors August 2013 - April 2014
Skills
Time Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Data Entry, Golf, Public Speaking, Critical Thinking, Data Analysis, Spreadsheets, Analysis, Outlook, Access
Education
Robert Morris University 2011 — 2015
Finance
CMA. We Build Trust. November 2014 - Present
The Roasterie, Inc. October 2011 - November 2014
Wells Fargo Advisors April 2011 - August 2011
Allied Integrated Marketing September 2009 - March 2011
Theta Phi Alpha Sorority January 2010 - December 2010
Wilks Broadcasting May 2009 - August 2009
Skills
Mac OS X, Microsoft Office, iWork, Facebook, Social Media, Marketing, Leadership, Team Building, Social Networking, Blogging, Photoshop, PowerPoint, Illustrator, Microsoft Word, Microsoft Excel, Event Planning, Adobe Creative Suite, Social Media Marketing, Outlook, Photography, Public Relations, Customer Service, OS X
Education
Rockhurst University 2007 — 2011
BSBA, International Business, Marketing, & Spanish
Dowling Catholic High School 2003 — 2007
Wells Fargo Advisors September 2013 - Present
Merrill Lynch Wealth Management 2010 - 2013
Morgan Stanley Investment Management 2006 - 2010
Skills
Investments, Financial Services, Retirement Planning, Retirement, Finance, Mutual Funds, Risk Management, Insurance, 401k, Financial Advisory, IRAs, Financial Planners, Fixed Annuities, Bonds, Asset Allocation, Financial Analysis, Alternative Investments, Variable Annuities, Long Term Care Insurance, Institutional..., Fund Of Funds, Qualified Retirement..., ETFs, Investment Planning
Education
Rider University 2001 — 2003
Master of Business Administration (MBA), Corporate Finance
Rider University 1984 — 1988
Bachelor of Science (BS), Finance
IPSA International, Inc. 2013 - Present
Citi 2011 - 2013
PNC Financial Services Group 2010 - 2011
Wells Fargo Advisors 2005 - 2008
SunTrust Bank 1990 - 2004
Skills
AML, Bank Secrecy Act, OFAC, USA PATRIOT Act, Investigation, KYC, Risk Assessment, Banking, Retail Banking, Financial Institutions, Anti Money Laundering, Financial Risk, Actimize, Compliance, SAR, Back Office, Operational Risk, Risk Management, Due Diligence
Education
Radford University 1985 — 1989
B.S., Political Science and Government
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors February 2013 - November 2013
Wells Fargo October 2012 - February 2013
Wells Fargo May 2010 - October 2012
Thomco Specialty Products, Inc. 2006 - 2007
Education
Rochester Institute of Technology 2002 — 2006
Bachelors in Applied Arts and Science, Communication, Business, Graphic Media
Wells Fargo Advisors December 2008 - Present
Ameriprise Financial Services, Inc. January 2006 - December 2008
Scott & Stringfellow January 2000 - December 2005
OLDE Discount Corporation May 1995 - January 2000
Skills
Investments, Retirement, 401k, Securities, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Financial Advisory, Fixed Annuities, IRAs, Insurance, Alternative Investments, Estate Planning..., Strategic Investment...
Education
Radford University - College of Business and Economics 1989 — 1993
BA, Economics
Wells Fargo Advisors July 1994 - Present
Skills
Financial Services, Retirement Planning, Investments, Securities, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Financial Advisory, Finance, Fixed Annuities, Asset Management, Insurance, 401k Rollovers, Business Owner Planning, Business-succession..., Deferred Compensation..., Estate Investment..., Multi-generational..., Retirement-plan..., Risk Management, Tax-efficient Strategies, Wealth-preservation...
Education
SUNY Oswego 1974 — 1976
Bachelor of Arts, Public Justice
Rockland Community College 1971 — 1973
Associates Degree, Police Science
GSK June 2015 - Present
Cisco May 2014 - March 2015
Cisco Systems August 2010 - September 2014
Wells Fargo February 2010 - July 2010
Wells Fargo Advisors November 2009 - January 2010
Skills
Expert project product..., Information systems..., Excellent technical and..., Collaboration and team..., Self directed highly..., PMP, OCP DBA, Business Process Design, Success metrics design..., Program and Project..., Application design:..., RMA: processing,..., Oracle: TOAD, TOAD Data..., SAP BI, Crystal..., MS Office, Word,..., Requirements Analysis, Leadership, PMP, SDLC, Software Project..., Vendor Management, Business Analysis, Integration, Business Intelligence, Oracle, SQL, Software Documentation
Education
Rochester Institute of Technology 1967 — 1982
Bachelor of Technology (BTech), Information Technology
Rochester Institute of Technology 1967 — 1982
AAS
Wells Fargo Advisors May 1994 - Present
AG Edwards & Sons May 1994 - May 2007
Dean Witter Reynolds Inc. June 1988 - June 1991
Skills
Retirement Planning, Asset Allocation, 401-K Rollover, Estate Investment..., Insurance, Series 63, Finance
Education
Rowan University 1982 — 1984
BS, Finance, General
The University of Charleston 1980 — 1981
SNL Financial November 2012 - Present
Wells Fargo Advisors June 2010 - November 2012
SunTrust Investment Services October 2007 - June 2010
SunTrust Investment Services October 2006 - October 2007
Financial Services of Virginia September 1997 - October 2006
Skills
Business Strategy, Business Operations &..., Financial Services, Consulting, Wealth Management, Training and Development, c-level client &..., Strategy Development, Relationship Management, Process Improvement, Business Development, Management, Financial Analysis, Series 7, Financial Analysis &..., Strategic Financial..., Series 63, Securities, Project Management, Investments, Group Training, Risk Management, Financial Advisory, 401k, Retirement Planning, Mutual Funds, Asset Allocation, Strategy, Retirement, Change Management, Lean Six Sigma Certified, Insurance, Investment Advisory, Coaching, Sales Management
Education
Radford University 1991 — 1995
Bachelor of Science (B.S.), Psychology
Wells Fargo Advisors June 1983 - Present
Wells Fargo Advisors June 1983 - Present
Education
Roanoke College 1979 — 1983
Business Administration and Management, General
Wells Fargo July 2015 - Present
Wells Fargo Advisors 2014 - July 2015
Ardmore Banking Advisors, Inc. April 2013 - October 2013
Sovereign Bank March 2010 - March 2013
AT&T March 2009 - January 2010
Wells Fargo January 2002 - March 2009
Morgan Stanley January 2000 - January 2002
Prudential Securities January 1995 - January 2000
Shearson Lehman Brothers/ Smith January 1992 - January 1995
Hunter Corporation January 1990 - January 1992
Education
Rider University 1984 — 1988
Bachelor of Science, Business Commerce
Wells Fargo Advisors March 2001 - Present
UBS May 1992 - March 2001
Kidder Peabody August 1987 - May 1992
Skills
Option writing for..., Finance, Equities, Investments, Mutual Funds, Financial Services, Estate Planning, Management, Bonds, Cash Flow, Options, ETFs, Access, Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation
Education
Randolph-Macon College 1981 — 1985
Bachelors, Economics and Business
Omni Health aka Connextions November 2012 - Present
Cabarrus County Board of Elections September 2012 - November 2012
Wells Fargo June 1998 - April 2012
Wells Fargo Advisors 1998 - 2012
Skills
Well-Organized with..., Able to Learn New..., 13 + years of Call..., In Bound and Out Bound..., Greeted visitors;..., Scheduled and..., Inventory Control and..., Visitors, Data Entry, Inventory Control, Screening, Appointment, Customer Service, Calls, Call Center, Management Skills, Classroom, Team Building, Microsoft Word, PowerPoint, Visio, Interviews, Payroll, Policy, Mortgage Lending, Customer Satisfaction, Lotus Notes, Microsoft Office, Outlook, Employee Relations, Leadership, Supervisory Skills, Training, Recruiting, Performance Management, Hiring, Process Improvement, Teamwork, Insurance, Call Centers, Troubleshooting, Employee Training, Access, Management
Education
Rowan-Cabarrus Community College 2004 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Rowan-Cabarrus Community College 2004 — 2008
Associate's degree, Marketing, Retailing and Business Administration
Wells Fargo Advisors December 2012 - Present
MassMutual Financial Group March 2011 - December 2012
Paychex December 2001 - February 2011
Skills
Retirement, Financial Advisory, Sales, Networking, 401k, Employee Benefits, Retirement Planning, Small Business, Benefits Administration, Insurance, Public Speaking, Wholesale, Sales Management, Operations Management, Presenting to Clients, Presenting Solutions, Softball, Volleyball, 403 b, MBA, Finance, Series 7, Selling, Strategic Financial..., Investments, Series 6
Education
Rochester Institute of Technology 2001 — 2003
MBA, Business Management
Rochester Institute of Technology 1999 — 2001
BA, Business
Wells Fargo Advisors August 2015 - Present
Wells Fargo August 2013 - July 2015
Wells Fargo November 2007 - August 2013
E*TRADE Financial March 2006 - November 2007
Wyndham Capital Mortgage December 2005 - March 2006
Skills
Retirement Income..., Variable Annuities, Series 7, Retirement Planning, FINRA, Series 63, Investments, Analysis, IRAs, Customer Service, Mutual Funds, Financial Services, Mortgage Lending, Retirement, Fixed Annuities, Management, Training, Series 24, Roth IRA
Education
Radford University - College of Business and Economics 2002 — 2005
BBA, Finance & Economics
Fidelity Investments December 2013 - Present
Fidelity Investments January 2013 - December 2013
Fidelity Investments July 2012 - January 2013
Quinnipiac University September 2011 - May 2012
Fidelity Investments June 2011 - September 2011
Wells Fargo Advisors May 2010 - August 2010
Education
Quinnipiac University - School of Business 2008 — 2012
Bachelor of Science (BS), Computer Information Systems
Barrington High School 2004 — 2008
Zeis Group, Inc. June 2014 - Present
Luxco: Spirited Brands May 2013 - June 2014
Wells Fargo Advisors November 2012 - April 2013
Monster Cable Products May 2012 - August 2012
Goldenspear September 2011 - December 2011
Saint Louis Group May 2011 - August 2011
GNC September 2008 - January 2011
Skills
Economics, Emerging Markets, PowerPoint, Microsoft Excel, Financial Analysis, Market Research, Marketing Strategy, Sales, Spanish, Analysis, Competitive Analysis, Marketing, Finance, Analytics, Fixed Income, Econometrics, Microsoft Office, Valuation, Pivot Tables, Tableau, Options, Equity Derivatives, Financial Modeling, Microsoft Word, Research, Forecasting, Equity Valuation, Strategic Financial..., Corporate Finance, Public Speaking, Time Management, Entrepreneurship, Start-ups, Process Improvement, Data Analysis, Business Intelligence, Google Analytics, New Business Development
Education
University of San Francisco 2012 — 2013
Master of Business Administration (M.B.A.), International Management and Entrepreneurship, 3.67
Rockhurst University 2007 — 2011
Bachelor's Degree, Business/Economics, 3.4 GPA
Wells Fargo Advisors April 2008 - Present
Merrill Lynch 1993 - 2008
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1983 — 1987
BS, Management Systems
SinclairProsser Law, LLC February 2014 - June 2015
Wells Fargo Advisors 2008 - 2013
TransUnion 2005 - 2008
Skills
Photography, Microsoft Office, Customer Service, Social Media, Microsoft Excel, Microsoft Word, Editing
Education
University of North Carolina at Charlotte 2009 — 2011
Paralegal Studies, Legal Assistant/Paralegal
Roanoke College 1996 — 2000
Bachelor's Degree, English Language and Literature/Letters
Limited Marketing 2011 - Present
Allstate October 2010 - November 2011
Wells Fargo Advisors March 2009 - May 2009
Skills
Clerical Skills, Customer Service, Administrative..., Data Entry, Telephone Skills, Outlook, Office Management, Invoicing, Customer Satisfaction, Office Administration, Time Management, Accounts Receivable, Accounts Payable, Call Centers, Process Scheduler, QuickBooks, Cashiering, Access, Bookkeeping, Fax, Software Documentation, Spreadsheets, Filing
Education
Robert Morris College 2009 — 2012
Associate's degree, Business Administration and Management, General
World Wide Technology May 2014 - Present
Microsoft January 2013 - May 2014
Kohl's Department Store January 2010 - January 2012
Wells Fargo Advisors 2012 - 2012
Borders Bookstore January 2007 - January 2009
Bellacino's Grinders January 2006 - January 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Public Speaking, Teamwork, HTML, Troubleshooting, Windows, Leadership, Retail, Sales, Networking, Technical Support, Active Directory, Windows Server, Data Entry, Microsoft Exchange, Hardware, Windows 7, Computer Hardware, Customer Satisfaction, Outlook, Software Installation, Help Desk Support, SQL, Team Building, Servers, Microsoft Certified..., DHCP, Microsoft SQL Server, Information Technology, Inventory Management, Windows XP, Windows Vista, Laptops, Group Policy, SharePoint, Windows XP Pro, Operating Systems, Databases, DNS, VMware, VPN, LAN-WAN, VMware ESX, Security
Education
Ranken Technical College 2010 — 2012
Associate's degree, Information Technology
Ranken Technical College 2010 — 2012
Associate of Technology, Information Systems Technology
Saint Louis Community College-Meramec 2007 — 2009
General Education, General Studies
Kebu, LLC 2005 - Present
Wells Fargo Advisors 1975 - 2011
Planned Parenthood Federation of America 1995 - 2002
Education
Securities Industry Institute at The Wharton School 1983 — 1985
Certificate, Investment and Finance
Virginia Polytechnic Institute and State University 1970 — 1971
Graduate study in Urban Affairs
Roanoke College 1968 — 1970
BA, Political Science
Staunton Military Academy
Yeager Construction July 2013 - Present
Theory November 2009 - May 2015
Scottrade July 2012 - May 2013
Wells Fargo Advisors October 2009 - March 2010
Skills
Microsoft Office, SAP, Customer Relations, Selling, Telephone Skills, JMP, Marketing Plan Creation, Marketing Research, Bloomberg Terminal, Customer Service, Marketing, Analysis, Accounts Payable, Sales, Finance, Accounting, Event Planning, Microsoft Excel
Education
Rowan University 2009 — 2013
Bachelor's Degree, Finance, Marketing, 3.6
Wells Fargo Securities December 2013 - Present
Wells Fargo Securities, LLC November 2010 - December 2013
Wells Fargo Advisors October 2009 - October 2010
Wachovia Securities May 2008 - October 2009
Wachovia Securities, LLC June 2006 - April 2008
WACHOVIA SECURITIES July 2003 - May 2006
Skills
Series 7, Securities, FINRA, Series 66, Series 24, Compliance, Series 63, Capital Markets, Mutual Funds, Alternative Investments, Fixed Income, Bonds, Equities, Investment Banking, Risk Management, Hedge Funds, Series 79
Education
Randolph-Macon College 1999 — 2003
Economics/Business, Economics
Norfolk Academy 1987 — 1999
Wells Fargo Advisors October 1998 - Present
Skills
Retirement Planning, Asset Allocation, Investment Strategies, Retirement, Financial Advisory, Financial Analysis, Financial Services, Fixed Income, Estate Planning...
Education
Randolph-Macon College 1993 — 1996
B.A., Economics and Business
Wells Fargo Advisors October 2013 - Present
Bank of America April 2012 - October 2013
Bank of America (Charlotte, NC) August 2009 - March 2012
Banc of America Investments and Merrill Lynch February 2008 - August 2009
Banc of America Investments (Charlotte, NC) February 2006 - February 2008
Bank of America (Charlotte, NC) September 2002 - February 2006
Lockheed Martin (Rockville, MD; Washington, DC) June 2000 - September 2002
John Hancock Life Insurance Company (Roanoke, VA) February 1997 - March 1998
Skills
Insurance, Investments, Project Finance, Project Portfolio..., Product Development, Annuities, Managed Accounts, Banking, Mergers, Management, Fixed Annuities, Portfolio Management, Mergers & Acquisitions, Life Insurance, Process Improvement, Product Management, Finance, Business Strategy, Mutual Funds, Strategic Planning, Risk Management, Retirement Planning, Financial Services, Retirement, Series 7, Securities, Financial Analysis, Project Management, Financial Modeling, Business Process..., Strategic Financial..., Underwriting, Retail Banking, Wealth Management, Executive Management, Strategy, Financial Risk, Analytics, Managerial Finance, Equities, FINRA, Management Consulting, Financial Advisory, Change Management, Asset Allocation, Alternative Investments, PMO, Cross Selling, Long Term Care Insurance, Business Planning
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1998 — 2000
MBA, Concentration in Finance
Roanoke College 1993 — 1997
BA, Concentration in Information and Data Analysis
SunTrust Bank October 2014 - Present
Wells Fargo Advisors August 2013 - October 2014
SunTrust Robinson Humphrey May 2005 - July 2013
SunTrust Robinson Humphrey May 2004 - May 2005
SunTrust Bank July 2003 - May 2004
Rotech Healthcare 2002 - 2003
Rollins College 2001 - 2003
Skills
Finance, Investments, Alternative Investments, Portfolio Management, Equities, Financial Analysis, Equity Derivatives, Retirement Planning, Structured Products, Portoflio Hedging, Bloomberg, Estate Planning, Risk Management, Personal Financial..., Life Insurance, Annuities, Investment Banking, Structured Finance, Fixed Income
Education
Rollins College - Crummer Graduate School of Business 2001 — 2003
MBA, Finance, Operations Management
The University of Texas at El Paso 1996 — 2001
BA, Finance
John Stanley Financial June 2010 - Present
TIAA-CREF 2013 - 2013
Wells Fargo Advisors January 2012 - July 2012
Skills
forcasting, Trend Analysis, History, Sociology, Psychology
Education
UNCC 2005 — 2013
Bachelor of Arts (B.A.), History
Rowan-Cabarrus Community College 2003 — 2005
Associate of Arts (A.A.)
TD January 2015 - Present
Customer February 1996 - Present
Mercedes-Benz USA September 2014 - December 2014
Princeton University August 2014 - September 2014
Oticon Inc October 2011 - July 2014
BJC HealthCare June 2011 - September 2011
AT&T Global Services September 2010 - June 2011
Wells Fargo Advisors June 2009 - September 2010
BP Americas April 2006 - May 2009
Skills
Project Management, MS Project, Project Planning, ITIL Certified, Change Management, PMP, IT Service Management, Governance, CRM, Microsoft Project, PMO, Strategic Planning, Agile Methodologies, SDLC, Vendor Management, Business Analysis
Education
Rice University 2000 — 2003
Continuing Education, Foreign Languages and Literatures, General
Texas A&M University 1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.5
University of Rochester Medical Center June 2011 - August 2012
Genesee Transportation Inc September 2011 - May 2012
Wells Fargo Advisors February 2011 - May 2011
Roberts Wesleyan College January 2010 - May 2011
AXA Business Services Pvt. Ltd December 2007 - October 2008
Transworks Information Services Ltd October 2004 - April 2006
Skills
Accounting, Public Speaking, Microsoft Excel, Leadership, Data Analysis, Customer Service, Analysis, Research, Microsoft Office, Databases, Project Management, Team Leadership, Process Improvement, Microsoft Word, Teamwork, Management, Strategic Planning, System Administration, Nonprofits, Outlook, PowerPoint, Finance, Business Analysis, Event Planning, Requirements Analysis, Analytics, Financial Analysis
Education
Roberts Wesleyan College 2010 — 2011
Bachelor of Science in Business Administration, Corporate Finance, Strategic Management, Personal Economics, 3.88
Roberts Wesleyan College 2010 — 2011
Bachelor's degree in Business Administration, Business Administration and Management, 3.88
Hach Company June 2013 - Present
Wells Fargo Advisors September 2010 - December 2011
Capital One March 2010 - September 2010
Nikon Precision Inc November 1997 - June 2007
SUSS MicroTec November 1995 - November 1998
Union Carbide Corp 1989 - 1990
IBM December 1988 - June 1989
Skills
Process Improvement, Data Analysis, Data Mining, Database Systems, Process Engineering, SQL, Microsoft Excel, Oracle Discoverer, CA Clarity, Six Sigma, SPC, Photolithography, Engineering, Analysis, Systems Analysis, Metrology, Microelectronics, Visio, SDLC, Software Documentation, Program Management, Project Management, Change Management, Troubleshooting, Lean Manufacturing, Business Process, Process Simulation, Testing, MS Project, Cross-functional Team..., Requirements Analysis, Quality Assurance, SharePoint, PMP, Vendor Management, Resource Management, Business Process..., Business Analysis, Business Intelligence
Education
Rochester Institute of Technology 1986 — 1991
Bachelor of Science
Apple September 2015 - Present
Apple July 2014 - September 2015
Digitas September 2013 - June 2014
Cerion Energy, Inc. September 2012 - August 2013
RIT: School of Mathematical Sciences September 2011 - February 2013
Higher Education Opportunity Program June 2012 - August 2012
RIT: Department of Economics September 2009 - October 2011
Wells Fargo Advisors June 2011 - August 2011
RIT: Department of Economics September 2008 - May 2011
RIT: Supplemental Instruction Program September 2009 - May 2010
Skills
Matlab, Statistics, Applied Mathematics, LaTeX, Minitab, Algorithms, SAS, Maple, Microsoft Office, Microsoft Excel, Statistical Modeling, Java, HTML, Calculus, R, Python, JavaScript, Options, Gephi, d3.js, Machine Learning, Data Analysis, Databases, Analytics
Education
Rochester Institute of Technology 2011 — 2013
Master of Science (M.S.), Computational and Applied Mathematics
Rochester Institute of Technology 2007 — 2011
Bachelor of Science (B.S.), Economics
Canandaigua Academy 2003 — 2007
GE September 2012 - May 2013
Jackson Hewitt January 2012 - April 2012
Franchise September 2005 - January 2012
Wells Fargo Advisors May 2002 - December 2006
Knight Capital Group 1997 - 2000
Soundview Financial May 1995 - September 1997
Skills
Taxes & Fiancial..., MBA MST, Tax, Accounting, Financial Services, Due Diligence, Investments, Financial Reporting, Tax Preparation, Financial Analysis, Strategic Financial..., Trading, Capital Markets, Mergers & Acquisitions, Corporate Finance, Private Equity, CPA, Finance
Education
University of New Haven 2012 — 2013
Master of Science (MS), Taxation, 3.7
Quinnipiac University 1987 — 1993
BS/MBA, FINANCE, TAXATION, 3.3
Hamden High School 1983 — 1987
Academic, High Honors
Target August 2014 - Present
Target January 2013 - July 2014
Rutgers Business School August 2012 - January 2013
Enterprise Rent-A-Car May 2012 - January 2013
Wells Fargo Advisors April 2012 - May 2012
Calling Professionals Inc February 2010 - April 2012
The Home Depot May 2009 - September 2009
Richfield Regency March 2008 - September 2008
Skills
Customer Service, Time Management, Microsoft Office, Teamwork, PowerPoint, Team Leadership, Microsoft Excel, Microsoft Word, Outlook, Access, Spanish, Problem Solving, Telephone Skills, Financial Analysis, Accounting, Word, Excel, Windows, Advertising, English, HTML, Budgeting, Event Management, Writing, Interviewing, Customer Relations, Social Media, Research, Facebook, First Aid, Cpr Certified, SAP, Sales Management, Logistics, Retail, Leadership, Management, Sales, Analysis, Inventory Management, Training, Data Entry, Team Building, Merchandising, Coaching, Employee Relations, Strategic Planning, Leadership Development, Team Management, Cold Calling
Education
Rutgers Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Science, Management, Management Information Systems
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2013
Edward Jones Investments February 2010 - October 2012
Kimball International July 2010 - September 2011
Bella Vita Wines, LLC March 2007 - June 2009
Color-Art September 1993 - May 2006
Hoelscher-Wernig, Inc. January 1984 - September 1993
Skills
Sales, Sales Management, Selling, Account Management, Strategic Planning, Sales Process, Pricing, New Business Development, Negotiation, Business Planning, Retirement Planning, Sales Presentations, Strategic Financial...
Education
Rockhurst University
BSBA, MARKETING
Wells Fargo Advisors October 2006 - Present
Lowe's Home Improvement December 2009 - June 2010
Capital One February 2005 - October 2005
Games Workshop US November 2002 - July 2004
Skills
Mathematical Analysis, Analysis, Databases, Database Administration, Data Analysis, Forecasting, Strategic Planning, Financial Analysis, Financial Reporting, Business Analysis, Problem Solving, Project Planning, Research Project..., Risk Management, Internal Audit, Logistics, Process Development, Organizational..., Employee Management, Interviewing, Training & Development, Leadership Development, Coaching, Mentoring, Training New Employees, Budgeting, Customer Relations, Customer Service, Customer Satisfaction, Employee Engagement, Employee Relations, Product Management, Event Management, Event Planning, Gaming, Game Development, Windows, Access, Excel, Word, Troubleshooting, LAN, Network Administration, Network Design, Architecture, Creative Development, Critical Thinking, Crisis Management, Physical Design, Team Leadership
Education
Roanoke College 1997 — 2002
Mathematics, History, Physics
Stuarts Draft High School 1994 — 1997
Advanced Diploma, Honors
Wells Fargo Advisors February 2013 - Present
Davenport & Company LLC February 1996 - February 2013
Kanawa Capital Management January 1994 - January 1996
Crestar Trust Investment Management Group December 1989 - December 1993
Ameriprise Financial Services, Inc. January 1983 - December 1989
Education
Virginia Commonwealth University - School of Business 1988 — 1991
MBA, Finance-Real Estate Urban Land Development
Randolph-Macon College 1978 — 1982
BA, Political Science
Wells Fargo Advisors December 2001 - Present
Education
Ramapo College of New Jersey
Bachelors, Management & Marketing
McDonald's Corporation April 2010 - Present
Wells Fargo Advisors May 2002 - December 2009
Wachovia, A Wells Fargo Company May 2001 - May 2002
Merrill Lynch March 1988 - May 2001
Hyatt Hotels Corporation February 1981 - March 1988
Education
Robert Morris University - Illinois 1980 — 1981
Associate, Administration
Wells Fargo Advisors March 2013 - Present
Bank of America February 2012 - February 2013
Wells Fargo through Tek Systems December 2009 - December 2011
Systemtec September 2009 - November 2009
Xpient Solutions March 2007 - October 2008
Education
Rochester Institute of Technology 1999 — 2003
Bachelors, Computer Science
Wells Fargo Advisors October 2012 - Present
PNC Bank, N.A February 2007 - November 2011
Skills
Consumer Lending, Retail Banking, Loans, Credit, Finance, Small Business Lending, Financial Services, Portfolio Management, Investments
Education
Rowan University
Economics
Running Sparks-Mpls January 2015 - Present
Wells Fargo Technology and Operations Group December 2014 - Present
Wells Fargo Securities July 2013 - December 2014
Wells Fargo Advisors September 2011 - July 2013
Wells Fargo Home Mortgage July 2012 - September 2012
Wells Fargo April 2011 - September 2011
Wells Fargo Home Mortgage June 2010 - April 2011
Wells Fargo Home Mortgage July 2009 - June 2010
Wells Fargo Home Mortgage May 2009 - July 2009
First National Lending Center October 2007 - March 2008
Skills
Analysis, Credit, Leadership, Loans, General Ledger, Outlook, SharePoint, Inventory Accounting, Website Development, Reporting Tool, Collateral, Credit Reports, Mortgage Underwriting, Fixed Assets, Brokerage, Close Attention to..., Asset, Employee Training, Personal Income Tax..., Community Outreach, Credit Analysis, LIS, LPS, Microsoft Excel, GAAP Standards, FASB, Tax Returns, assets, Newsletters, Income Statement, Pipeline Management, Subject Matter Experts, Team Building, GAAP, Securities, Project Management, Community Development, Bonds, Mutual Funds, volunteerism, microsoft programs, Portfolio Management, ACH, Non-profits..., Covenants, payment processing, wires, Account Reconciliation, G/L Reconciliations, firm balancing
Education
Rasmussen College-Minnesota 2011 — 2014
Bachelor's degree, Accounting, GPA 3.88
Saint Paul community college 2010 — 2011
Associate of Science (A.S.), Business Management
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors May 2012 - Present
Wells Fargo Advisors September 2011 - April 2012
Supernova Consulting Group, LLC June 2011 - September 2011
Merrill Lynch / Bank of America July 2009 - June 2011
Merrill Lynch October 2001 - October 2008
Merrill Lynch January 1990 - October 2001
Merrill LynchGlobal Private Client Group January 1988 - January 1990
Merrill Lynch Private Client Group April 1981 - January 1988
"Mac & Bob's" Restaraunt October 1978 - April 1981
Skills
Lacrosse, Certified Financial..., Lacrosse Coach, Financial Services..., Practice Management..., FA Recruiting
Education
Merrill Lynch Management Development Program / Assessment Center 1988 — 1990
Assessment Center Approved, Leadership
Donald T. Regan School of Advanced Financial Management 1985 — 1986
CFM, Financial Planning
Roanoke College, B.A. Economics 1974 — 1978
Bachelor of Arts, Economics
Roanoke College
Union Bank and Trust August 2015 - Present
Wells Fargo Advisors August 2010 - August 2015
First Market Bank February 2007 - August 2010
Education
Radford University 2002 — 2006
Bachelor’s Degree, Finance, 3.5
Wells Fargo Advisors March 2014 - Present
Nacho Man's Sports March 2012 - Present
State Street February 2014 - March 2014
Big Sister Association of Greater Boston August 2013 - March 2014
Citizens Bank April 2013 - February 2014
Citizens Bank June 2010 - May 2013
Wells Fargo July 2009 - June 2010
LPL Financial Services June 2007 - January 2009
LPL Financial Services August 2005 - June 2007
State Street December 2003 - August 2005
Skills
Financial Analysis, Vendor Management, Project Management, Business Analysis, Product Management, Financial Services, Finance, Banking, Analytics, Sales, Business Development, Strategy, Portfolio Management, Relationship Management, Risk Management
Education
Rockhurst University 2003 — 2005
MBA, International Business/Marketing
Rockhurst University 1999 — 2003
BA, Economics
Wells Fargo Advisors May 2013 - Present
KBP Foods February 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, English, Windows, Research, Public Speaking, Teaching, Sales, Management, Public Relations, Communication, Problem Solving
Education
Regent University 2015 — 2016
Bachelor of Criminal Justice, Law
Tidewater Community College 2012 — 2014
Associate of Social Science
Oral Roberts University 2009 — 2012
psychology
Western Wealth Management August 2014 - Present
Tenacity Investment Group August 2010 - August 2014
Wells Fargo Advisors September 2007 - August 2010
Key Bank 2004 - 2007
Skills
Investments, Strategic Financial..., Asset Management, Finance, Retirement Planning, Estate Planning, Commercial Lending, Credit, Portfolio Management, Investment Management, Wealth Management, Securities, Financial Analysis, Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management..., Wealth Accumulation, Wealth Preservation..., Multi-generational..., Wealth Preservation, Money Management, Financial Planning, Financial Services, Financial Risk, Financial Markets
Education
Regis University 2004 — 2006
BS, Accounting
Wells Fargo Advisors January 1995 - Present
Skills
Investments, Retirement Planning, Mutual Funds, Portfolio Management, Securities, Retirement, Investment Advisory, Investment Strategies
Education
Rensselaer Polytechnic Institute 1998 — 2001
Master of Business Administration (MBA), Finance
Realty Dividend, LLC February 2014 - Present
American Realty Capital Properties August 2010 - February 2014
Realty Income Corporation March 2007 - August 2010
UGL Equis June 2005 - February 2007
Wells Fargo Advisors January 2003 - June 2005
Skills
Commercial Real Estate..., Corporate Real Estate, Disposition, Financial Modeling, Valuation, Real Estate Economics, Real Estate Development, Asset Managment, Mergers & Acquisitions, Commercial Real Estate, Corporate Finance, Due Diligence, Credit Analysis, Finance, Asset Management, Portfolio Management, Private Equity, Real Estate Acquisitions, Sale-Leaseback, Dispositions, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science, Finance (Real Estate Focus)
Regis University 2003 — 2005
MBA, Finance & Accounting
Sint Martin Family Enrichment Centers February 2014 - February 2015
Wells Fargo Advisors June 2006 - January 2011
UBS Wealth Management July 2004 - June 2006
Merrill Lynch November 1998 - July 2004
Skills
Microsoft Office, Microsoft Word, PowerPoint, Management, Microsoft Excel, Research, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Finance, Business Planning, Analysis, Risk Management, Team Building, Strategic Planning, Budgets, Business Analysis, Customer Service, Marketing, Coaching, Business Strategy
Education
Rasmussen College 2014 — 2015
Bachelor's degree, Business Managment, 3.6
Rasmussen College 2013 — 2015
Associate of Science (A.S.), Busienss Management, 3.6
Express Scripts January 2015 - Present
Express Scripts January 2013 - January 2015
Express Scripts January 2012 - February 2013
Wells Fargo Advisors January 2010 - December 2011
State Street Bank August 2008 - January 2010
Skills
Financial Analysis, Financial Modeling, Finance, Forecasting, Financial Reporting, Investments, Mutual Funds, Analysis, Leadership, Customer Service
Education
Webster University 2015 — 2016
Master of Business Administration (MBA)
Rockhurst University 2004 — 2008
BSBA, Finance/Economics
St. Louis University High School
Wells Fargo Advisors March 2014 - Present
Wells Fargo January 1900 - Present
Regions Financial Corporation June 2013 - March 2014
Associated Bank 2011 - 2013
Citizens Community Federal 2010 - 2011
Skills
Microsoft Office, FINRA, Series 7, Series 63, Insurance, Customer Service, Quality Assurance, Banking, Investments, Real Estate Transactions, Student Housing, Financial Accounting, Stock Market, Real Estate, Time Management, Customer Satisfaction, Portfolio Management, Sales, Finance, Leadership, Management, Small Business, Public Speaking, Financial Services
Education
Rollins College
Economics, Banking
Stifel Nicolaus February 2015 - Present
Barnes Jewish Hospital September 2012 - February 2015
Wells Fargo Advisors December 2009 - September 2012
Skills
Software Documentation, Troubleshooting, Vendor Management, Visio
Education
Ranken Technical College 2007 — 2009
Associate's Degree, Computer Systems Networking and Telecommunications, 3.74 GPA
Lingo Staffing, Inc. March 2015 - Present
The Mergis Group, a Randstad company 2012 - 2013
Wells Fargo Advisors June 2008 - March 2012
Skills
Temporary Staffing, Recruiting, Talent Management, Human Resources, Applicant Tracking..., Staffing Services, Cold Calling, Temporary Placement, Technical Recruiting, Internet Recruiting, Contract Recruitment, Talent Acquisition, Permanent Placement, College Recruiting, Sourcing, Account Management, Executive Search, Onboarding, Screening Resumes, Sales, Resume Writing, Benefits Negotiation, Building Relationships, Hiring, Interviews, Job Fairs, Recruitment Advertising, Screening, Staff Augmentation, Taleo
Education
Radford University 2003 — 2007
Media Studies, Public Relations, Advertising, and Applied Communication
Clover Hill High School
Vision Commerce Inc. September 2012 - Present
Centene Corporation May 2012 - October 2012
Anheuser-Busch April 2012 - May 2012
Wells Fargo Advisors September 2011 - March 2012
Network Solutions September 2009 - December 2009
Skills
Technical Support, Computer Hardware, Programming, Windows, Printers, Troubleshooting, Active Directory, Software, Microsoft SQL Server, Data Center, Citrix, DNS, Management, Online Gaming, Hardware, Laptops, Software Documentation, Servers, Software Installation, TCP/IP, Computer Software, Printer Support, Problem Solving, Professional, Working Out
Education
Ranken Technical College 2008 — 2010
Associates, Information Technology
Fort Zumwalt West 2004 — 2007
General, General
DECA (Distributive Education Clubs of America)
Associates; High School Diploma, Information Technology
Wells Fargo Advisors May 2009 - Present
Morgan Stanley (Smith Barney) April 2005 - May 2009
Merrill Lynch October 1997 - April 2005
Southeastern Telecom June 1997 - October 1997
Vuzix Corporation (Forte Technologies) February 1995 - June 1997
Xerox 1993 - 1993
Sentry Group 1992 - 1992
Johnson & Johnson 1991 - 1991
PepsiCo 1989 - 1990
Skills
Wealth Management, Investments, Estate Planning, Retirement Planning, Investment Management, Finance, Wealth, Strategic Financial..., Asset Allocation, Investment Advisory, Project Planning, Mutual Funds, IRAs, Insurance, Restricted Stock, Portfolio Management, Series 7, Alternative Investments, Asset Management, Small Business, Fixed Annuities, Equities, Retirement, Budgets, Financial Planning
Education
Rochester Institute of Technology 1993 — 1995
MBA, Finance
Rochester Institute of Technology 1988 — 1993
BS, Engineering
Wells Fargo Advisors August 2013 - Present
Abbie Takes Pictures 2013 - Present
Maritz May 2011 - May 2013
College Nannies & Tutors December 2010 - May 2011
Rockwood School District May 2007 - August 2009
Six Flags April 2005 - July 2009
Rockhurst University August 2007 - May 2009
Skills
Corporate Communications, Organization &..., Exceptional People..., Staff Supervision, Money Management, Customer Service, Employee Training, SharePoint, Visio, Software Documentation, Event Planning, Windows 7, Leadership, Budgets, PowerPoint, Microsoft Office
Education
Villanova University 2011 — 2013
Master of Arts (MA), Modern European History
Rockhurst University 2007 — 2011
Bachelor of Arts (BA), European History, Cum Laude
ThinkSheet, Inc. July 2015 - Present
Financial Industry Regulatory Authority (FINRA) May 2014 - August 2014
Wells Fargo Advisors May 2013 - August 2013
Education
Reed College 2011 — 2015
Bachelor's degree, Economics
The American School in Switzerland 2010 — 2011
High School Diploma
Pembroke Hill School - Kansas City, Missouri 2008 — 2010
RBC Wealth Management July 2014 - Present
Wells Fargo Advisors July 2013 - July 2014
Morgan Stanley Wealth Management June 2011 - July 2013
Education
Roanoke College
Wells Fargo Advisors July 2015 - Present
FOX Sports August 2013 - December 2014
JR286 June 2014 - August 2014
Monterosso Investments June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Salesforce.com, Business Strategy, Sales, Leadership, Teamwork
Education
University of Southern California 2012 — 2016
Bachelor of Science, Business Administration
Rotterdam School of Management, Erasmus University 2015 — 2015
BSc International Business Administration (IBA)
Palos Verdes High School 2008 — 2012
High School
Wells Fargo Advisors April 2015 - Present
Ratsack L.L.C. June 2011 - May 2015
National Securities August 2013 - September 2014
Sunflower Inc September 2007 - May 2009
Camp Sunrise May 2008 - August 2008
Camp Sunrise July 2005 - August 2007
Skills
Microsoft Excel, Budgets, Entrepreneurship, Start-ups
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2013
Bachelor of Science (B.S.), Finance
Wells Fargo Advisors August 2012 - Present
Merrill Lynch April 2010 - August 2012
Education
Rochester Institute of Technology
4 year, Finance
Capital One January 2013 - Present
Capital One December 2011 - Present
Wells Fargo Advisors June 2008 - November 2011
Wells Fargo Advisors May 2007 - August 2007
Banbury Museum January 2007 - January 2007
Skills
Auditing, Financial Risk, Internal Audit, Enterprise Risk..., Internal Controls, Risk Management, USA PATRIOT Act, Fraud, Operational Risk..., AML, Banking, Financial Services, Due Diligence
Education
Virginia Commonwealth University - School of Business 2010 — 2013
Master of Business Administration (MBA), Business
Randolph-Macon College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Business
Rabo AgriFinance May 2012 - Present
Centene Corporation April 2012 - May 2012
Wells Fargo Advisors September 2011 - April 2012
St. Joseph's Academy January 2010 - January 2011
Ashley Furniture February 2007 - December 2008
Skills
Help Desk Support, Active Directory, Windows Server, Troubleshooting, XP, Windows 7, Microsoft Exchange, Citrix, Servers, SharePoint, System Administration, Computer Hardware, Software Documentation
Education
Ranken Technical College 2009 — 2011
Associate degree of Technology, Information technology
McCluer North high school 2002 — 2006
Wells Fargo Advisors November 1997 - March 2014
Education
Randolph-Macon College 1984 — 1988
Bachelor's Degree, Political Science
Norfolk Catholic High School 1980 — 1984
High School
Cub Foods March 2013 - March 2014
SUPERVALU 2012 - March 2013
Cub Foods October 2011 - November 2012
Cub Foods January 2010 - October 2011
Cub Foods August 2006 - January 2010
Pier 1 Imports October 2005 - November 2006
RE/MAX October 2003 - August 2006
Wells Fargo Advisors September 1998 - October 2003
Skills
Time Management, Grocery, Customer Service, Inventory Management, Retail, Thought Leadership, Pricing, Strategic Thinking, Leadership, Training, Sales, Management, Customer Satisfaction, Merchandising, Team Building, Leadership Development, Coaching, Analysis, Marketing, Negotiation, Purchasing, Recruiting, Process Scheduler, Interviews, Sales Management
Education
Rasmussen College-Minnesota 2011 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Home Depot May 2015 - Present
Peak Performance Meetings and Incentives July 2013 - August 2014
Ameriprise Financial Services, Inc. 2009 - 2013
National Junior Tennis and Learning of Trenton 2003 - 2013
Wells Fargo Advisors 2004 - 2009
UBS 1999 - 2004
IKON Office Solutions 1996 - 1998
Select Office Systems, Philadelphia 1987 - 1996
Skills
Strategic Financial..., Team Building, Financial Services, Management, Retirement Planning, Marketing Strategy, Contract Negotiation, Insurance, Event Management, Sales, Meetings, Organizing Meetings, Employee Incentives, Presidents Club, Strategy, Finance, Business Planning, Incentives
Education
Rider University 1984 — 1987
Bachelor of Science (BS), Marketing
Tulane University 1982 — 1984
Mechanical Engineering
Council Rock North High School 1978 — 1982
True Media June 2014 - Present
SteadyRain January 2014 - May 2014
Network Solutions, A Web.Com Company April 2012 - January 2014
Network Solutions January 2011 - January 2014
Wells Fargo Advisors September 2010 - December 2010
Enterprise Rent-A-Car January 2010 - July 2010
InsideSTL.com and 590 The Fan KFNS February 2009 - January 2010
Network Solutions August 2008 - November 2008
Education
Ranken Technical College 2008 — 2009
Associate's degree, Internet Web-Based Technology
Althoff Catholic High School 1999 — 2003
J.P. Morgan November 2014 - Present
J.P. Morgan August 2013 - October 2014
Wells Fargo Advisors May 2012 - April 2013
CEVA Logistics November 2011 - May 2012
VIA - Visions in Innovative Accounting September 2011 - November 2011
Skills
Bloomberg Terminal, SAP, QuickBooks, SmartStation, Microsoft Excel, MS Project, Microsoft Word, PowerPoint, Access, Financial Statement..., IRR, WACC, Mutual Funds, Kaizen Leadership, Kanban, Heijunka, Gantt Project, Lead Time Reduction, On-Time Reporting, SQL, Visual Basic, Java, Mail Merge, Financial Analysis, Finance, Investments, Financial Forecasting, Portfolio Management, Managerial Finance, Strategic Planning, Investment Strategies, Economics, Corporate Finance, Financial Statements, Financial Reporting
Education
Rowan University 2009 — 2013
Bachelor of Science (B.S.), Finance, 3.94
McDonald's Corporatiaon April 2010 - Present
Wells Fargo Advisors May 2001 - April 2010
Merrill Lynch March 1988 - May 2001
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Research, Photoshop, Windows, Public Speaking, English, Budgets, HTML, Inventory Management, Data Entry, Fundraising, Social Networking, Event Planning, Administrative..., Event Management, Team Building, Access, Leadership
Education
Robert Morris University 1981 — 1981
Certification, Administrative Assistant and Secretarial Science, General
Wilkin & Guttenplan, P.C. June 2015 - Present
HBK CPAs & Consultants January 2015 - April 2015
Wells Fargo Advisors June 2013 - January 2015
Modell's Sporting Goods March 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Social Media, Outlook, Research, Finance, Retail, Teamwork, Social Networking, Event Planning, Time Management, Access, Facebook
Education
Rider University 2012 — 2016
Accounting
Lang, Lang & Co. July 2013 - Present
Wells Fargo November 2011 - June 2013
Wells Fargo Advisors June 2008 - November 2011
Smith Barney September 2004 - June 2008
Morgan Stanley May 2002 - August 2003
JB Hanauer & Co. February 1996 - November 2001
Skills
Investments, Retirement Planning, Wealth Management, Financial Services, Financial Advisory, Direct Sales, Asset Allocation, Wealth, Wealth Management..., Loans, Commercial Lending, 401k, Mutual Funds, Series 7, Finance, Small Business, Qualifying Prospects, Retirement Plan..., Retirement Benefits, Investment Advisory, Series 63, Series 65, Personal Finance, Small Business Lending, Lines Of Credit, Asset Management, Income Protection, Employee Benefits, Trust Services, Investment Banking, Strategic Financial..., Financial Analysis, Business Strategy, Business Analysis, New Business Development, series 66, California life License, Defined Contribution, Capital Markets, Qualified Retirement..., Profit Sharing, 403 b, Sales Management, Operations Management, Organizational..., Relationship Management, Fiduciary, Fiduciary Services, Leadership, Business Development
Education
Ramapo College of New Jersey 1988 — 1992
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors June 2014 - Present
UBS Financial Services, Inc. June 2013 - June 2014
Wells Fargo Advisors, LLC July 2011 - May 2013
Wells Fargo Advisors, LLC August 2009 - July 2011
Wells Fargo Advisors, LLC May 2007 - August 2009
Pfizer October 1997 - October 2004
Choice One Mortgage 1996 - 1997
Johnson & Johnson 1995 - 1997
Education
Rensselaer Polytechnic Institute at Hartford 2002 — 2005
MBA, Concentration Finance
University of Florida 1990 — 1994
Bachelor of Science, Chemistry
Carlisle & Gallagher Consulting Group, Inc. July 2015 - Present
Wells Fargo Advisors March 2015 - July 2015
Bank of America 2014 - March 2015
Ally Financial Inc. 2008 - 2013
Bank of America 2004 - 2008
CUNA Mutual Group 2002 - 2004
Skills
PMO, IT Strategy, Strategic Planning, Budget Forecasts, Vendor Management, Business Analysis, Project Portfolio..., Agile & Waterfall..., IT Management, Management Consulting, Project Governance, Basel II, Enterprise Architecture, Enterprise Risk..., Requirements Analysis, Risk Management, Process Improvement, Process Excellence, User Acceptance Testing, Requirements Gathering, Performance Metrics, Reporting & Analysis, Root Cause Analysis, Software Project..., SAS programming, Visio, SQL, Visual Basic, Oracle, Clarity, Teradata Data Warehouse, Database Administration, Business Objects, SAP, SharePoint, Change Management, Project Management
Education
Rochester Institute of Technology
Bachelor's Degree, Economics
PwC January 2014 - Present
WithumSmith+Brown January 2013 - April 2013
Wells Fargo Advisors October 2010 - November 2011
Enterprise Rent-A-Car March 2010 - October 2010
Waddell & Reed Financial Services April 2009 - December 2009
TD Bank Financial Group March 2006 - August 2008
Skills
Accounting, Cash Flow, Cash Management, Finance, Accounts Receivable, Retirement Planning, Financial Modeling, Sales, Management, Corporate Finance, Payroll, Small Business, Financial Statements, Mutual Funds, Analysis, Financial Analysis, Portfolio Management, Strategic Financial..., Tax, Microsoft Excel
Education
Rider University 2011 — 2013
Additional 30 credits - Undergraduate Accounting, Pre-MAcc - Accounting, GPA: 3.86
University of Colorado Boulder - Leeds School of Business 2005 — 2009
BS, Finance
BASF April 2015 - Present
Nourison January 2015 - April 2015
BCB Community Bank September 2014 - January 2015
Central European Institute Quinnipiac University September 2013 - May 2014
PFS Wealth Management Group July 2013 - August 2013
Wells Fargo Advisors June 2013 - July 2013
Marché du Film - Festival de Cannes May 2013 - May 2013
Hollister Co. June 2012 - August 2012
Abercrombie & Fitch January 2010 - June 2012
Cresci Law Firm June 2011 - August 2011
Skills
Social Networking, Microsoft Office, Microsoft Excel, Facebook, PowerPoint, Customer Service, Microsoft Word, Advertising, Blogging, Marketing, SAP
Education
Quinnipiac University - School of Business 2010 — 2014
Bachelor of Science, International Business, Accounting, 3.16
SKEMA Business School 2013 — 2013
International Business
Saint Dominic Academy 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates, 3.5
Zions Bancorporation March 2013 - Present
Wells Fargo Advisors April 2008 - November 2012
Wachovia Securities April 2004 - August 2008
Skills
Series 7, Series 24, Series 66, FINRA, Securities, Investment Advisory, Wealth Management, Alternative Investments, Asset Allocation, Fixed Income, Portfolio Management, Equities, Retirement Planning, Investments, Asset Managment, Hedge Funds, Bonds, Financial Services
Education
University of Richmond - Robins School of Business 2005 — 2005
Mini-MBA
Randolph-Macon College 1998 — 2002
Bachelor's Degree, International Relations and Business Economics
KCD
Wells Fargo Advisors February 2011 - April 2015
JPMorgan June 2007 - February 2011
JPMorgan April 2001 - June 2007
Hallmark Cards May 1990 - March 2001
Skills
Vendor Management, Process Improvement, Risk Management, Business Analysis, Financial Services, Project Management, Project Portfolio..., Management, SDLC, Program Management
Education
Rockhurst University 1990 — 1994
MBA, Business
William Jewell College 1986 — 1990
Systems in Data Processing, Business Management
OSG, Inc. October 2013 - May 2015
Core Consulting January 2012 - June 2013
Wells Fargo Advisors December 2010 - June 2011
Skills
Consulting, Cloud Computing, Business Intelligence
Education
Radford University 1976 — 1981
Business Administration & Geology
Abbott Laboratories March 2012 - Present
Fujitsu Consulting January 2010 - June 2011
Wells Fargo Advisors January 2010 - June 2011
Skills
SDLC, Management, PMP, Program Management, Requirements Analysis, Vendor Management, PMO, Business Intelligence, Data Warehousing, Software Documentation, Requirements Gathering, Business Requirements, Software Project..., Visio, Business Analysis
Education
Roosevelt University 1985 — 1987
Wells Fargo Advisors April 2013 - Present
LPL Financial (Via Randstad) January 2013 - April 2013
Wells Fargo Advisors, via Signature Consultants June 2011 - December 2012
Bank of the West January 2009 - May 2011
Tri Valley Soccer Club 2010 - 2010
Irwin Home Equity September 2004 - December 2007
Bank of America November 1998 - October 2002
Bank of America 1996 - 1998
Bank of America 1993 - 1996
Education
Rochester Institute of Technology 1988 — 1992
Manlius Pebble Hill 1982 — 1988
Wells Fargo Advisors September 2009 - Present
Wachovia Securities May 2008 - September 2009
A.G. Edwards February 2000 - May 2008
Boeing June 1988 - August 1999
Skills
Project Management, Business Analysis, Analytics, Identity Management, Cyber Defense, Risk Management, Internal Review, SQL, SharePoint, Leadership, Active Directory, Information Security..., Process Improvement, SDLC, Visio, Disaster Recovery, Microsoft SQL Server, Vendor Management, Requirements Gathering, Requirements Analysis, Access, Software Documentation, Integration, Information Technology, Governance, Testing, Information Security, IT Operations, Enterprise Architecture, Quality Assurance, Infrastructure, IT Strategy, IT Management, Data Center, Security, ITIL
Education
Saint Louis University
Bachelor of Science, Computer Science
Ranken Technical College
Graduate and Certification, Computer Numerical Control Programming
Wells Fargo Advisors August 1996 - Present
Resolution Trust Corporation April 1992 - September 1995
Education
Rockhurst University 1988 — 1991
BSBA, Accounting
Morgan Stanley July 2014 - Present
Wells Fargo Advisors January 2011 - March 2014
Wells Fargo Advisors December 2007 - January 2011
Citi 2006 - 2008
Citi 2004 - 2006
Citi 2002 - 2004
Citi 2000 - 2002
Merrill Lynch 1997 - 2000
Merrill Lynch 1993 - 1997
Skills
Series 7, Wealth Management, Mortgage, Sales Management, P&L Management, Mortgage Lending, Credit, Consumer Lending, Banking, Credit Analysis, Sales, Cross Selling, Insurance, Series 63, Loans, Relationship Management, Finance, Financial Services
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1989 — 1991
Bachelor of Science (BS), Management
Wells Fargo Advisors December 1983 - Present
A.G. Edwards 1983 - 2007
Skills
Commodity, Series 7, Series 63, Securities, Equities, Options, Asset Managment, Trading, Investments, Series 24, Fixed Income, Mutual Funds, Financial Services, Alternative Investments, Wealth Management, Bonds, Asset Management
Education
Roanoke College 1979 — 1983
Bachelor of Business Administration (BBA)
Wells Fargo Advisors August 2013 - Present
Education
Richland Community College 1992 — 1994
Ron Meick October 2010 - Present
Wells Fargo Advisors 1989 - 2010
Education
Rhode Island School of Design 1974 — 1978
Wells Fargo Advisors 2008 - Present
Wachovia Securities 2004 - 2008
UBS 2000 - 2004
Painewebber 1997 - 1999
Skills
Wealth Management, Finance, Sales, Financial Advisory, Series 7, Separately Managed..., Retirement Planning, Banking, Coaching, Financial Analysis, Alternative Investments, Investment Advisory, Mutual Funds, Series 63, Wealth Management...
Education
Radford University 1990 — 1994
Wells Fargo Advisors July 2008 - Present
UBS Wealth Management October 2004 - November 2007
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Retirement Planning, Strategic Financial..., Asset Allocation, Alternative Investments, Investment Advisory, Investment Strategies, Financial Modeling
Education
Rider University 1996 — 2000
Bachelor's, Finance
Hertz September 2014 - Present
Wells Fargo Advisors February 2014 - August 2014
Source Interlink Companies August 2013 - February 2014
Apria Healthcare September 2012 - May 2013
Apria Healthcare April 2010 - August 2012
lia sophia February 2006 - June 2012
Best Buy December 1999 - January 2006
Skills
Merchandising, Retail, E-commerce, Microsoft Excel, PowerPoint, Microsoft Word, Sales, Project Management, Marketing, Strategic Planning
Education
The College of St. Scholastica 1998 — 1999
BA, Psychology
Ridgewater College 1995 — 1998
Liberal Arts and Sciences, General Studies and Humanities
LPL Financial January 2015 - Present
Wells Fargo Advisors October 2013 - December 2014
Morgan Stanley Wealth Management August 2011 - October 2013
Raymond James & Associates May 2007 - August 2011
Raymond James & Associates May 2007 - August 2009
First National Planning Group April 2005 - May 2007
Skills
Series 7, Series 66, Series 9, Series 63, Securities, Mutual Funds, Retirement Planning, Wealth Management, Investments, Equities, FINRA, Investment Advisory, Retirement
Education
Rider University
Bachelor of Arts, Liberal Sciences; History
Pennsbury High School 1994 — 1998
Mercedes Benz of St. Louis March 2015 - Present
Firestone July 2014 - March 2015
Wells Fargo Advisors October 2013 - April 2014
Bank of America July 2012 - July 2013
Client Services Incorporated December 2008 - July 2011
Greencare Services March 2006 - November 2008
Former DJ 2001 - 2007
Skills
New Business Development, Sales, Sales Management, Customer Service, Account Management, Management, Team Building, Marketing, Team Leadership, Leadership, Mortgage Lending, Banking, Finance, Small Business, Credit Cards
Education
Ranken Technical College 2014 — 2015
Automotive Certification, Automotive Engineering Technology/Technician
St. Louis Community College 1996 — 1997
General Studies
University of Missouri-Saint Louis 1994 — 1996
Communication, General
Wells Fargo Advisors August 2008 - Present
Citi March 2002 - August 2008
Countrywide Home Loans January 1999 - February 2002
Education
Rockhurst University
ICON Investments June 2013 - Present
Morgan Stanley June 2011 - June 2013
Quinnipiac University, Investment Club October 2007 - May 2011
Quinnipiac University August 2007 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Wells Fargo Advisors February 2010 - May 2010
UBS Financial Services August 2009 - February 2010
Skills
Investments, Bloomberg, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Series 7, Access, Valuation, Finance, Strategic Financial..., Mutual Funds, Fixed Income, Asset Allocation, Hostage Negotiator, Investment Strategies
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, Economics
Quinnipiac University - School of Business 2007 — 2011
Finance and Economics
Wells Fargo Advisors July 2013 - Present
Bank of the West 2011 - 2013
Salem Communications October 2010 - February 2011
Pacific Life November 1999 - January 2009
Cal Fed Bank September 1989 - November 1999
Skills
Leadership, Training, Management, Strategy, Marketing, Employee Benefits, Financial Services, Portfolio Management, Financial Analysis, Auditing, Securities, New Business Development
Education
Rio Hondo College 1992 — 1993
Social Science
Potter Electric Signal November 2014 - Present
Wells Fargo Advisors March 1991 - November 2014
Skills
Technical Support, Customer Service, Electronics, Program Management, Project Planning, Team Building, Vendor Management, Business Analysis
Education
Ranken Technical College 2012 — 2014
Control Systems Technology, Electrical, PLC, Batch Processing and Instrumentation, 3.875 GPA
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors September 2013 - July 2014
Wells Fargo Advisors January 2010 - September 2013
Wells Fargo Advisors June 2001 - September 2013
Wells Fargo Advisors December 2000 - June 2001
Davenport & CO LLC November 1998 - December 2000
Prudential Securities May 1994 - November 1998
Prudential Securities June 1993 - May 1994
Hanover Insurance Company July 1990 - June 1993
Skills
Accounting, Customer Service, Sales, PeopleSoft, Accounts Payable, Equities, General Ledger, Payroll, Retail, Human Resources, Invoicing, Research, Policy Analysis, CPOE, Series 7, Investments, Financial Analysis, Securities, Series 63, Strategic Financial...
Education
Regent University 2011 — 2014
Bachelor of Applied Science (B.A.S.), Accounting
John Tyler 2003 — 2007
A.A.S, Business Management
Wells Fargo Advisors January 2013 - October 2014
Avatar Securities, LLC 2010 - December 2012
SunGard Capital Markets 2006 - 2010
Hold Brothers On-line Investment Services, LLC 2005 - 2006
Vanguard Capital 2000 - 2003
first colonial securities 1997 - 2000
Skills
Asset Managment, Equity Trading, Trading Strategies, Capital Markets, Market Risk, Asset Allocation, Risk Management, Portfolio Management
Education
Radford University 1991 — 1995
cherry hill east
Wells Fargo Advisors August 2013 - Present
Macquarie Group May 2012 - August 2013
IntercontinentalExchange, Inc. August 2010 - May 2012
InStyle March 2010 - June 2010
MCM Hospitality August 2008 - December 2009
Cox Radio August 2007 - May 2008
VH1 September 2006 - December 2006
Skills
Data Entry, Salesforce.com, Microsoft Office, Financial Reports, Accounts Receivable, Accounting, Concur, Workday, PeopleSoft, Financial Statements, Management, Microsoft Excel, Advertising, CRM, Office Management, Sales, Press Releases, PowerPoint, Facebook, Social Media
Education
Quinnipiac University 2003 — 2007
Bachelor of Arts, Public Relations, Advertising, and Applied Communication, 3.2
Quinnipiac University 2003 — 2007
Bachelor’s Degree, Public Relations, Advertising, and Applied Communication
CUSO Financial Services, LP July 2015 - Present
Wells Fargo July 2012 - July 2015
Wells Fargo November 2011 - July 2012
Wells Fargo January 2011 - November 2011
Wells Fargo April 2008 - January 2011
Wells Fargo October 2004 - April 2008
Wells Fargo January 1996 - October 2004
Wells Fargo Advisors March 1999 - June 2002
Wells Fargo September 1993 - December 1995
Skills
Wealth Management, Credit, Loans, Banking, Coaching, Affluent Customer..., Team Leadership, Diversity & Inclusion, Investment Strategies, Series 7, Consumer Lending, Small Business Lending, Private Banking, Relationship Management, Cross Selling, Insurance, Deposits, Retirement, Commercial Banking, Finance, Financial Services, Mortgage Lending, Management, Leadership, Commercial Lending, Retail Banking, Sales, Investments, Financial Analysis, Credit Analysis, Portfolio Management, Risk Management, Loan Origination, Lines Of Credit, Team Building, Financial Planning, Retirement Planning
Education
Pacific Coast Banking School 2003 — 2005
Banking
University of Phoenix 1995 — 1997
MBA, Business Administration
Rensselaer Polytechnic Institute 1990 — 1993
Graduate Studies
University of Rhode Island 1984 — 1988
BS, Resource and Development
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors June 2009 - June 2013
UBS September 2005 - April 2009
Smith Barney October 1982 - September 2005
Skills
Investments, Mutual Funds, Management, Finance, Risk Management, Wealth Management, Securities, Customer Service, Financial Services, Series 7
Education
Regis University 2005 — 2012
Bachlor of Science, Human Resources Management, Various Classes
Wells Fargo Advisors September 2015 - Present
SunTrust Investment Services, Inc. August 2012 - September 2015
PNC Investments September 2010 - May 2011
SUN FINANCIAL SERVICES / INVEST FINANCIAL CORP February 2010 - September 2010
WACHOVIA BANK May 2006 - March 2010
Staples Business Advantage October 2004 - March 2006
Education
Rider University 1998 — 2002
Communications / Journalism
Lathrop & Gage LLP April 2014 - Present
Polsinelli October 2012 - April 2014
Wells Fargo Advisors May 2012 - October 2012
Fidelity Investments September 2006 - December 2011
Mass HEFA 2006 - 2006
First Southwest Company 2005 - 2006
Gilmore & Bell, P.C. 2001 - 2005
Skills
Financial Analysis, Financial Modeling, Investments, Financial Reporting, Corporate Finance, Microsoft SQL Server, Forecasting, Microsoft Excel, Data Analysis, Redwood, KPI Dashboards, Finance, Analytics, Hyperion Enterprise, Essbase, Analysis, Cognos, Series 7, SSRS
Education
Rockhurst University 2001 — 2003
MBA, Finance
Rockhurst University 1997 — 2000
BA, Economics
Apex Systems April 2011 - Present
Wells Fargo Advisors October 2009 - March 2011
Wachovia, A Wells Fargo Company September 2007 - July 2009
Wachovia Securities, LLC December 2005 - September 2007
Virginia Department of Fire Programs June 2004 - December 2005
Virginia Department of Fire Programs February 2003 - June 2004
VBS, Inc. Material Handling Equipment July 2001 - February 2003
Cable and Wireless, Inc. February 1999 - April 2001
Association Services February 1998 - February 1999
Education
Virginia Commonwealth University 2001 — 2004
Master, Public Administration
Randolph-Macon College 1993 — 1997
Bachelor of Arts, International Studies, Political Science, Art History
Wells Fargo Advisors March 2009 - Present
Skills
401 (k) Rollovers, Financial Advisory, Fixed Income Strategies, Retirement Planning, Retirement Plan..., Investment Strategies, Mutual Funds, Unit Investment Trusts, Stocks, Bonds
Education
Radford University 1997 — 2002
Bachelor of Business Administration, Finance, General
Morgan Stanley Investment Management June 2014 - Present
Wells Fargo Advantage Funds February 2013 - June 2014
Wells Fargo Advisors December 2010 - February 2014
Education
Roger Williams University 2005 — 2009
Bachelor's degree
Blue Cross and Blue Shield of South Carolina May 2012 - Present
Wells Fargo Advisors/Wachovia February 1997 - October 2011
Wells Fargo Advisors February 1997 - September 2011
First Union National Bank, Charlotte NC Registry Inc July 1995 - December 1996
First Union National Bank October 1994 - June 1995
NationsBank July 1994 - September 1994
First Union National Bank March 1994 - June 1994
First Union National Bank July 1993 - February 1994
UPS January 1990 - July 1993
UPS June 1987 - January 1990
Skills
Data Warehousing, Mainframe, Team Building, Analysis, COBOL, Software Documentation, Testing, VSAM
Education
Ramapo College of New Jersey
BS, Management Information System
Wells Fargo Advisors June 2013 - Present
Wells Fargo Advisors February 2009 - May 2013
Skills
Microsoft Office
Education
Rockhurst University 2002 — 2006
B.S.B.A., Management
Wells Fargo Asset Management July 2013 - Present
Wells Fargo Advisors October 2010 - July 2013
Flagstar Bank June 2007 - January 2009
Aegis Mortgage December 2003 - June 2007
Skills
Series 7, Series 66, Credit, Loans, Team Building, Life & Health Insurance..., Mortgage Lending, Mortgage Banking, Management, Investments, Customer Service, Leadership, Banking, Residential Mortgages, Loan Origination
Education
Rollins College - Crummer Graduate School of Business 2009 — 2012
MBA
University of West Florida - College of Business
Bachelors Degree
Associa April 2013 - July 2015
Wells Fargo Advisors July 2011 - July 2012
Wells Fargo Home Mortgage November 2010 - July 2011
Wells Fargo Investments LLC August 2009 - November 2010
Wells Fargo Investments September 2008 - August 2009
Wells Fargo Bank January 2007 - September 2008
Skills
Series 7, Microsoft Office, Microsoft Excel, Microsoft Word, Brokerage, Operational Excellence, Customer Satisfaction, Analysis, Investments, Banking, Process Improvement, Leadership, Customer Service, Mutual Funds, Securities, Operations Management, Risk Management, Account Reconciliation, Financial Services, FINRA
Education
Rasmussen College-Minnesota 2011 — 2012
Business Management
St. Cloud State University 2004 — 2006
General Courses
Xerox August 2014 - Present
Comcast May 2014 - April 2015
Burlington Stores, Inc. June 2013 - June 2014
PNC April 2011 - May 2013
Wells Fargo Advisors September 2009 - March 2011
J.P. Morgan January 2008 - August 2009
TD Ameritrade Institutional August 2006 - December 2007
Skills
Credit, Loans, Mortgage Lending, Private Banking, Banking, Portfolio Management, Commercial Banking, Credit Analysis, Small Business Lending, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, Management, Leadership, Analysis, Microsoft Word, Team Building, PowerPoint, Public Speaking, Risk Management, Financial Services
Education
ITM Tech 2008 — 2010
Associate of Science (A.S.), Computer Science (FICO)
Rider University 2003 — 2006
Bachelor of Laws (LLB), Legal Assistant/Paralegal
Rider University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Morgan Stanley July 2010 - Present
Wells Fargo Advisors October 2008 - July 2010
AG Edwards & Sons February 2005 - August 2008
A.G. Edwards & Sons, Inc. January 1995 - August 2003
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Fixed Income, Equities, Asset Management, Strategic Financial..., Banking, Securities, Alternative Investments, Finance, Financial Advisory, Wealth, Investment Advisory, Bonds, 401k, Series 65, IRAs, Loans, Fixed Annuities, Estate Planning, High Net Worth..., Cash Management, Mortgage Lending
Education
Rowan University 1984 — 1992
Bachelor, Economics
Wharton Business School 2013 — 2016
Securities Industry Institute, Securities Industries Financial Management Ass. Program
St. Augustine Prep, Richland, NJ 1979 — 1983
Ernst & Young September 2012 - Present
Johnson & Johnson September 2010 - August 2012
Mailbox Business Center September 2002 - August 2010
Philadelphia 76ers January 2010 - April 2010
Wells Fargo Advisors October 2009 - February 2010
Havas Media June 2009 - August 2009
Skills
SharePoint, SDLC, Risk Management, Microsoft SQL Server, Visio, Project Management, Microsoft Excel, Microsoft Access, PowerPoint, Service-Now, BMC Remedy, Quality Center, Business Analysis, Data Analysis, Cognos, Change Management, Spotfire
Education
Rowan University 2006 — 2010
B.S., Finance
Aerotek March 2014 - Present
Victoria's Secret September 2006 - Present
Wells Fargo Advisors February 2013 - April 2013
National College of Business & Technology August 2009 - November 2012
Advance Auto Parts October 2004 - August 2009
Skills
Microsoft Office, Excel, Sales, Customer Service, Data Entry, Coaching, Customer Satisfaction, Leadership, Merchandising, Microsoft Excel, PowerPoint, Public Speaking, Sales Operations, Access, Accounting, Inventory Management, Social Networking, Team Building, Teamwork, Training, Microsoft Word, Outlook, Time Management, Retail, Inventory Control, Event Planning, Recruiting, Team Leadership, Social Media, Budgets, Visual Merchandising, Cashiering, Retail Sales, Research, Telephone Skills, Nonprofits
Education
Virginia Western Community College 1998 — 2001
Associate of Science, General Studies
Radford University 1996 — 1998
Wells Fargo Advisors July 1991 - Present
Sidney Federal Credit Union February 1985 - July 1991
Skills
Retirement Planning, Investments, Finance, Financial Advisory, Financial Analysis, Management, Financial Services, Asset Allocation
Education
The Ohio State University 1981 — 1983
BA, Communication
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1988 — 1989
MBA, Management, Finance
BJC HealthCare April 2012 - February 2013
Wells Fargo Advisors February 2011 - April 2012
Borders Books September 2009 - February 2011
St. Charles Family Arena October 2006 - October 2009
Skills
Cisco IOS, CCNA, Windows, C#, Desktop Computers, Windows Server, Linux, Internet Troubleshooting, Troubleshooting, Desktop Deployment, Cable Management, Networking, Wireless Networking, Customer Service, Windows 7
Education
Ranken Technical College 2008 — 2010
Associate's degree, Information Technology
Community Involvement
Associates, Technology; Information Systems
UBS January 2011 - Present
Wells Fargo Advisors October 2009 - February 2010
Morgan Keegan February 2005 - October 2009
UBS June 1981 - February 2005
Skills
Public Speaking, Business Analysis, Strategic Planning, Series 65, Uniform Combined State..., Process Improvement, Marketing Strategy, Series 24, Budgets, FINRA, Securities, Series 7, Sales, Series 63, Team Building, New Business Development, Wealth Management, Mutual Funds
Education
Rowan University 1971 — 1972
Elementary Education
Tusculum College 1969 — 1971
Elementary Education
Rutgers University
Elementary Education
St. Rose of Lima Catholic School
Valley Health Connections August 2013 - Present
Wells Fargo Advisors March 2011 - March 2012
Edward Jones 2006 - March 2011
Education
River Valley Community College 2010 — 2012
Certificate, Paralegal, 4.0
Post College 1980 — 1984
Bachelor of Science (BS), Business with a concentration in marketing., 3.55
Sprint July 2011 - Present
Wells Fargo Advisors October 2003 - March 2011
Education
Radford University 1973 — 1977
Bachelor of Science, Advertising / Public Relations
State Street June 2012 - November 2013
Wells Fargo Advisors January 2012 - May 2012
Skills
Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Investments, Microsoft Excel
Education
Rockhurst University 2007 — 2013
Master of Business Administration (M.B.A.), Accounting
National Futures Association July 2015 - Present
CoMetrics Partners LLC April 2015 - July 2015
Berkshire Bank June 2014 - August 2014
Democracy for America September 2013 - December 2013
Wells Fargo Advisors June 2012 - August 2012
Albany Country Club June 2012 - August 2012
Albany Center for Pain Management June 2011 - August 2011
Skills
Public Speaking, Research, Leadership, Finance, Management, Event Planning, Analysis, Time Management, Client Relations
Education
University of Vermont 2011 — 2015
Bachelor’s Degree
Quinnipiac University 2010 — 2011
Bachelor’s Degree
J.P. Morgan Chase Bank N.A. September 2012 - Present
Chase Investment Services Corporation March 2010 - September 2012
WaMu Investments May 2008 - March 2010
Wells Fargo Advisors February 2005 - May 2008
Education
San Jose State University 2003 — 2005
Bachelor's degree, Business Administration with a Finance Concentration
Rochester Institute of Technology 2000 — 2002
Associate's degree, Hospitality Tourism/Management
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors July 2010 - December 2014
Kerwin Wealth Management Group of Wells Fargo Advisors May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Customer Service, Teamwork, Social Media, Time Management, Team Leadership, English, Research
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2014
Bachelor of Science (BS), Finance
Crowne Plaza Today, Gurgaon August 2013 - Present
Wells Fargo Advisors August 2010 - June 2013
Bank of America October 2003 - December 2008
Skills
Credit, Retail Banking, Banking, Deposits, Cash Management, Credit Analysis, Loans, Cross Selling, Commercial Banking, Lines Of Credit, Finance, Financial Services, Relationship Management, MIS
Education
University of North Texas 2013 — 2014
Associate of Science (A.S.), Human Resources Management and Services
Richland Community College 2001 — 2012
Associate of Science (A.S.), Human Resources Management and Services
Wells Fargo Advisors 2008 - 2012
Wachovia Securities 2003 - 2008
SunTrust Bank 2001 - 2003
GE Capital Brokerage Corp September 1998 - January 2001
GE Financial Assurance December 1997 - September 1998
Virginia Economic Development Partnership March 1997 - September 1997
Lockheed Martin January 1996 - November 1996
Skills
Fundraising, Animal Welfare, Digital Photography, Copy Editing, Proofreading, Creative Writing, Financial Analysis, Non-profit...
Education
Strayer University (VA) 2006 — 2009
Master of Business Administration (M.B.A.), Finance, 3.9
Mary Washington College 1993 — 1995
Bachelor's degree, Business Administration
Rappahannock Community College 1991 — 1993
Associate's degree, Business Administration
Wells Fargo Advisors December 2012 - Present
Wells Fargo Advisors August 2008 - December 2012
Skills
Test Planning, User Acceptance Testing, Regression Testing, System Testing, Test Cases, SDLC, Test Management, Manual Testing, QTP, Test Automation, Testing, Quality Assurance, Defect Tracking
Education
Rider University
Bachelor of Science (BS), Computer Information Systems
Federal Reserve Bank of St. Louis January 2015 - Present
The Federal Reserve Bank of St. Louis July 2013 - January 2015
Federal Reserve Bank of St. Louis August 2011 - June 2013
Federal Reserve Bank of St. Louis October 2010 - August 2011
Wells Fargo Advisors March 2009 - October 2010
Education
Ranken Technical College 2006 — 2008
Associate's degree, Information Technology