Wells Fargo Advisors

Industry: Subsidiary

Description

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

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

Wells Fargo Advisors Salaries. You can even request information on how much does Wells Fargo Advisors pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

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

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Alicia McCoy Alicia McCoy Christiansburg, Virginia Details
Alicia McCoy's Wells Fargo Advisors Experience May 2009 - December 2010
Job Transaction Coordinator at Community Housing Partners
Industry Real Estate
Experience
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

Don Boylls Don Boylls Greater Denver Area Details
Don Boylls's Wells Fargo Advisors Experience January 2000 - March 2009
Job Project Coordinator at Wells Fargo NA
Industry Financial Services
Experience
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

Sarah Pollinger Sarah Pollinger Washington D.C. Metro Area Details
Sarah Pollinger's Wells Fargo Advisors Experience November 2004 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ryan Duffy Ryan Duffy Madison, Connecticut Details
Ryan Duffy's Wells Fargo Advisors Experience August 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Bryan Basara Bryan Basara Greater Philadelphia Area Details
Bryan Basara's Wells Fargo Advisors Experience January 2009 - January 2010
Job Retirement Planning and Investments
Industry Financial Services
Experience
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

Jeremy Darnell Jeremy Darnell Greater St. Louis Area Details
Jeremy Darnell's Wells Fargo Advisors Experience August 2012 - November 2013
Job IT Client Services Support II
Industry Electrical/Electronic Manufacturing
Experience
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

Jeremy Bull Jeremy Bull Miami, Florida Details
Jeremy Bull's Wells Fargo Advisors Experience February 2013 - July 2013
Job May 2015, MBA Graduate seeking Finance, Management Science, or Business Analytics Roles
Industry Financial Services
Experience
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

Shelley Turner Shelley Turner Plano, Texas Details
Shelley Turner's Wells Fargo Advisors Experience November 1994 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Sarah Weber Sarah Weber Naples, Florida Details
Sarah Weber's Wells Fargo Advisors Experience August 2013 - April 2014
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
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

Jennie Nguyen Jennie Nguyen Kansas City, Missouri Area Details
Jennie Nguyen's Wells Fargo Advisors Experience April 2011 - August 2011
Job Social Media Coordinator at CMA. We Build Trust.
Industry Marketing and Advertising
Experience
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

John T. Szwed, CRPC®, Financial Consultant John T. Szwed, CRPC®, Financial Consultant Raleigh-Durham, North Carolina Area Details
John T. Szwed, CRPC®, Financial Consultant's Wells Fargo Advisors Experience September 2013 - Present
Job Peery Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Peyton Fidler IV Peyton Fidler IV Tampa, Florida Details
Peyton Fidler IV's Wells Fargo Advisors Experience 2005 - 2008
Job BSA/AML Compliance Consultant
Industry Financial Services
Experience
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

Eric Steiner, RP®, AAMS® Eric Steiner, RP®, AAMS® Charlotte, North Carolina Details
Eric Steiner, RP®, AAMS®'s Wells Fargo Advisors Experience November 2013 - Present
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Ralph Saunders, Jr., CFP®, AAMS® Ralph Saunders, Jr., CFP®, AAMS® Richmond, Virginia Area Details
Ralph Saunders, Jr., CFP®, AAMS®'s Wells Fargo Advisors Experience December 2008 - Present
Job Vice President Investment Officer, Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

Kevin J. Smith CFP (R) ADPA Kevin J. Smith CFP (R) ADPA Green Bay, Wisconsin Area Details
Kevin J. Smith CFP (R) ADPA's Wells Fargo Advisors Experience July 1994 - Present
Job Financial Advisor VicePresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Alan Classen Alan Classen Durham, North Carolina Details
Alan Classen's Wells Fargo Advisors Experience November 2009 - January 2010
Job Data Analyst at GSK
Industry Computer Networking
Experience
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

Ken LeMunyon Ken LeMunyon Freehold, New Jersey Details
Ken LeMunyon's Wells Fargo Advisors Experience May 1994 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
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

Ned Payne Ned Payne Richmond, Virginia Area Details
Ned Payne's Wells Fargo Advisors Experience June 2010 - November 2012
Job Business Intelligence Advisor at SNL Financial
Industry Financial Services
Experience
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

Jeffrey Rakes Jeffrey Rakes Roanoke, Virginia Details
Jeffrey Rakes's Wells Fargo Advisors Experience June 1983 - Present
Job Senior Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 1983 - Present
Wells Fargo Advisors   June 1983 - Present

Education
Roanoke College   1979 — 1983
Business Administration and Management, General

Jordan Maltz Jordan Maltz Princeton, New Jersey Details
Jordan Maltz's Wells Fargo Advisors Experience 2014 - July 2015
Job Regional Private Banker at Wells Fargo
Industry Banking
Experience
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

David Walley David Walley Greater Philadelphia Area Details
David Walley's Wells Fargo Advisors Experience March 2001 - Present
Job Vice President Investment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
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

Donna Marie Miller Donna Marie Miller Concord, North Carolina Details
Donna Marie Miller's Wells Fargo Advisors Experience 1998 - 2012
Job CVS Pharmacy Help Desk & Data Entry at UnitedHealth Group
Industry Financial Services
Experience
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

Erin (Morsch) Hall, MBA Erin (Morsch) Hall, MBA Rancho Palos Verdes, California Details
Erin (Morsch) Hall, MBA's Wells Fargo Advisors Experience December 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2012 - Present
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

Paul Pluger Paul Pluger Charlotte, North Carolina Area Details
Paul Pluger's Wells Fargo Advisors Experience August 2015 - Present
Job VP, IRA Product Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

William J Wall III William J Wall III Greater Boston Area Details
William J Wall III's Wells Fargo Advisors Experience May 2010 - August 2010
Job Systems Analyst at Fidelity Investments
Industry Financial Services
Experience
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

Benjamin Kunkel Benjamin Kunkel Saint Louis, Missouri Details
Benjamin Kunkel's Wells Fargo Advisors Experience November 2012 - April 2013
Job Online Marketing Specialist at Zeis Group, Inc.
Industry Insurance
Experience
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

Jeffrey Lashway, CFP® Jeffrey Lashway, CFP® Albany, New York Area Details
Jeffrey Lashway, CFP®'s Wells Fargo Advisors Experience April 2008 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Morgan Burton Morgan Burton Stevensville, Maryland Details
Morgan Burton's Wells Fargo Advisors Experience 2008 - 2013
Job Professional
Industry Facilities Services
Experience
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

Maya Musgraves Maya Musgraves Markham, Illinois Details
Maya Musgraves's Wells Fargo Advisors Experience March 2009 - May 2009
Job Telecommunications Professional
Industry Telecommunications
Experience
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

Fabrizio Manzella Fabrizio Manzella Saint Louis, Missouri Details
Fabrizio Manzella's Wells Fargo Advisors Experience 2012 - 2012
Job WWT Systems Analyst
Industry Information Technology and Services
Experience
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

J. Tyler Pugh J. Tyler Pugh Roanoke, Virginia Area Details
J. Tyler Pugh's Wells Fargo Advisors Experience 1975 - 2011
Job Investments
Industry Investment Management
Experience
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

Kyle Yeager Kyle Yeager Greater New York City Area Details
Kyle Yeager's Wells Fargo Advisors Experience October 2009 - March 2010
Job Financial Coordinator at Yeager Construction
Industry Financial Services
Experience
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

David Straeten David Straeten Charlotte, North Carolina Area Details
David Straeten's Wells Fargo Advisors Experience October 2009 - October 2010
Job Compliance Control Group at Wells Fargo Securities, LLC
Industry Investment Banking
Experience
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

Charles E Bradshaw III, CFP® Charles E Bradshaw III, CFP® Richmond, Virginia Area Details
Charles E Bradshaw III, CFP®'s Wells Fargo Advisors Experience October 1998 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Peter Landry Peter Landry Charlotte, North Carolina Area Details
Peter Landry's Wells Fargo Advisors Experience October 2013 - Present
Job Senior Vice President Life Insurance, Wells Fargo Advisors
Industry Insurance
Experience
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

Elena Vasilescu, CFA Elena Vasilescu, CFA Atlanta, Georgia Details
Elena Vasilescu, CFA's Wells Fargo Advisors Experience August 2013 - October 2014
Job Private Wealth Management Investment Strategist at SunTrust Bank
Industry Financial Services
Experience
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 Szymanski Jr. John Szymanski Jr. Charlotte, North Carolina Details
John Szymanski Jr.'s Wells Fargo Advisors Experience January 2012 - July 2012
Job President at John Stanley Financial
Industry Financial Services
Experience
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.)

Heather Burt Heather Burt Greater New York City Area Details
Heather Burt's Wells Fargo Advisors Experience June 2009 - September 2010
Job Project Control Officer III at TD
Industry Information Technology and Services
Experience
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

Sajitha Veettilakath Sajitha Veettilakath Rochester, New York Area Details
Sajitha Veettilakath's Wells Fargo Advisors Experience February 2011 - May 2011
Job Staff Accountant at University of Rochester Medical Center
Industry Financial Services
Experience
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

Ronald Pierce Ronald Pierce Richmond, Virginia Area Details
Ronald Pierce's Wells Fargo Advisors Experience September 2010 - December 2011
Job
Industry Information Services
Experience
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

Nathan Bush Nathan Bush San Francisco Bay Area Details
Nathan Bush's Wells Fargo Advisors Experience June 2011 - August 2011
Job Data Scientist at Apple
Industry Consumer Electronics
Experience
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

Martin Mezza MBA, MS in Tax Martin Mezza MBA, MS in Tax Greater New York City Area Details
Martin Mezza MBA, MS in Tax's Wells Fargo Advisors Experience May 2002 - December 2006
Job TAX ASSOCIATE
Industry Accounting
Experience
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

Bernardo Valle Bernardo Valle Greater New York City Area Details
Bernardo Valle's Wells Fargo Advisors Experience April 2012 - May 2012
Job Executive Team Leader Logistics at Target
Industry Retail
Experience
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

Gordon Zobel Gordon Zobel Greater St. Louis Area Details
Gordon Zobel's Wells Fargo Advisors Experience June 2014 - Present
Job Trading Representative at Wells Fargo Advisors
Industry Executive Office
Experience
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

Scott Yancey Scott Yancey Charlottesville, Virginia Area Details
Scott Yancey's Wells Fargo Advisors Experience October 2006 - Present
Job Senior Credit Operations Specialist 3 at Wells Fargo Advisors
Industry Financial Services
Experience
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

Lisa Kern CFA,CFP® Lisa Kern CFA,CFP® Richmond, Virginia Details
Lisa Kern CFA,CFP®'s Wells Fargo Advisors Experience February 2013 - Present
Job Senior Vice President InvestmentsFinancial Advisor Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Lauren Ann Kunz Lauren Ann Kunz Greater New York City Area Details
Lauren Ann Kunz's Wells Fargo Advisors Experience December 2001 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2001 - Present

Education
Ramapo College of New Jersey
Bachelors, Management & Marketing

Christina Bernstein Christina Bernstein Greater Chicago Area Details
Christina Bernstein's Wells Fargo Advisors Experience May 2002 - December 2009
Job Administrative Coordinator
Industry Restaurants
Experience
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

Robert Donahue Robert Donahue Charlotte, North Carolina Area Details
Robert Donahue's Wells Fargo Advisors Experience March 2013 - Present
Job Automation Engineer
Industry Computer Software
Experience
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

FRANCK SAHOU FRANCK SAHOU Greater Philadelphia Area Details
FRANCK SAHOU's Wells Fargo Advisors Experience October 2012 - Present
Job Officer / Store Manager at Wells Fargo Bank, N.A
Industry Banking
Experience
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

Cecelia Nowack Cecelia Nowack Greater Minneapolis-St. Paul Area Details
Cecelia Nowack's Wells Fargo Advisors Experience September 2011 - July 2013
Job Banking, Finance, Accounting
Industry Financial Services
Experience
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

James L. McEnerney, Jr. James L. McEnerney, Jr. Kansas City, Missouri Area Details
James L. McEnerney, Jr.'s Wells Fargo Advisors Experience April 2014 - Present
Job Branch Manager First Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
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

Michael Maggi Michael Maggi Richmond, Virginia Details
Michael Maggi's Wells Fargo Advisors Experience August 2010 - August 2015
Job Financial Advisor, RJFS at Union Bank and Trust
Industry Investment Management
Experience
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

Jennifer Summers, MBA Jennifer Summers, MBA Saint Louis, Missouri Details
Jennifer Summers, MBA's Wells Fargo Advisors Experience March 2014 - Present
Job Risk Management Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Tori Golden Tori Golden Virginia Beach, Virginia Details
Tori Golden's Wells Fargo Advisors Experience May 2013 - Present
Job Professional, articulate, and an asset to your company
Industry Financial Services
Experience
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

Seth Gunderson Seth Gunderson Greater Denver Area Details
Seth Gunderson's Wells Fargo Advisors Experience September 2007 - August 2010
Job Financial Advisor / Partner at Western Wealth Management
Industry Financial Services
Experience
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

Christopher Liberty Christopher Liberty Albany, New York Details
Christopher Liberty's Wells Fargo Advisors Experience January 1995 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Bill Broms Bill Broms Denver, Colorado Details
Bill Broms's Wells Fargo Advisors Experience January 2003 - June 2005
Job Principal at Realty Dividend
Industry Real Estate
Experience
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

Richard Charette Richard Charette Palm Beach Gardens, Florida Details
Richard Charette's Wells Fargo Advisors Experience June 2006 - January 2011
Job
Industry Management Consulting
Experience
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

Steve Eilers Steve Eilers Greater St. Louis Area Details
Steve Eilers's Wells Fargo Advisors Experience January 2010 - December 2011
Job Senior Manager at Express Scripts
Industry Financial Services
Experience
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

David P. Brandt David P. Brandt Orlando, Florida Details
David P. Brandt's Wells Fargo Advisors Experience March 2014 - Present
Job Wells Fargo Advisors
Industry Investment Management
Experience
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

Mitchell McKee Mitchell McKee Jerseyville, Illinois Details
Mitchell McKee's Wells Fargo Advisors Experience December 2009 - September 2012
Job Desktop Support at Stifel Nicolaus
Industry Information Technology and Services
Experience
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

Katie Boykin Katie Boykin Richmond, Virginia Area Details
Katie Boykin's Wells Fargo Advisors Experience June 2008 - March 2012
Job Account Manager
Industry Staffing and Recruiting
Experience
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

Daniel Bortz Daniel Bortz Greater St. Louis Area Details
Daniel Bortz's Wells Fargo Advisors Experience September 2011 - March 2012
Job SQL DBA / Support Specialist
Industry Information Technology and Services
Experience
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

Fred Asfoury Fred Asfoury Raleigh-Durham, North Carolina Area Details
Fred Asfoury's Wells Fargo Advisors Experience May 2009 - Present
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Sara Schulte Sara Schulte Greater St. Louis Area Details
Sara Schulte's Wells Fargo Advisors Experience August 2013 - Present
Job Project Coordinator at Wells Fargo Advisors
Industry Financial Services
Experience
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

Dylan McKenna Dylan McKenna United States Details
Dylan McKenna's Wells Fargo Advisors Experience May 2013 - August 2013
Job
Industry Financial Services
Experience
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

Deke Gaeng Deke Gaeng Annapolis, Maryland Details
Deke Gaeng's Wells Fargo Advisors Experience July 2013 - July 2014
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  July 2014 - Present
Wells Fargo Advisors   July 2013 - July 2014
Morgan Stanley Wealth Management  June 2011 - July 2013

Education
Roanoke College

Nick Huebner Nick Huebner Greater Los Angeles Area Details
Nick Huebner's Wells Fargo Advisors Experience July 2015 - Present
Job
Industry Financial Services
Experience
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

Minjoe Williams Minjoe Williams New York, New York Details
Minjoe Williams's Wells Fargo Advisors Experience April 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Stephen Paluck Stephen Paluck Sacramento, California Area Details
Stephen Paluck's Wells Fargo Advisors Experience August 2012 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   August 2012 - Present
Merrill Lynch  April 2010 - August 2012

Education
Rochester Institute of Technology
4 year, Finance

Brooke Ward Brooke Ward Chester, Virginia Details
Brooke Ward's Wells Fargo Advisors Experience June 2008 - November 2011
Job Principal Compliance Auditor at Capital One
Industry Financial Services
Experience
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

Jared Pratt Jared Pratt Saint Louis, Missouri Details
Jared Pratt's Wells Fargo Advisors Experience September 2011 - April 2012
Job Sr. Service Desk Associate at Rabo AgriFinance
Industry Information Technology and Services
Experience
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

Stephen T. Whitfield Stephen T. Whitfield Virginia Beach, Virginia Details
Stephen T. Whitfield's Wells Fargo Advisors Experience November 1997 - March 2014
Job Vice President, Investments Raymond James & Associates
Industry Financial Services
Experience
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

Denise Spencer Denise Spencer Greater Minneapolis-St. Paul Area Details
Denise Spencer's Wells Fargo Advisors Experience September 1998 - October 2003
Job Category ManagerDeli
Industry Supermarkets
Experience
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

Jerry Coscia Jerry Coscia Greater Philadelphia Area Details
Jerry Coscia's Wells Fargo Advisors Experience 2004 - 2009
Job Exterior Sales Consultant at The Home Depot
Industry Building Materials
Experience
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

John Roustio John Roustio Greater St. Louis Area Details
John Roustio's Wells Fargo Advisors Experience September 2010 - December 2010
Job Digital Project Manager at True Media
Industry Information Technology and Services
Experience
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

Anthony Selegean Anthony Selegean Greater New York City Area Details
Anthony Selegean's Wells Fargo Advisors Experience May 2012 - April 2013
Job Credit Risk Business Management at J.P. Morgan
Industry Capital Markets
Experience
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

Christina Bernstein Christina Bernstein Greater Chicago Area Details
Christina Bernstein's Wells Fargo Advisors Experience May 2001 - April 2010
Job Administrative Coordinator at McDonald's Corporatiaon
Industry Restaurants
Experience
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

Danielle Traina Danielle Traina Sayreville, New Jersey Details
Danielle Traina's Wells Fargo Advisors Experience June 2013 - January 2015
Job Intern at Wilkin & Guttenplan, P.C.
Industry Accounting
Experience
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

Jennie Monroe Jennie Monroe Orange County, California Area Details
Jennie Monroe's Wells Fargo Advisors Experience June 2008 - November 2011
Job Director of 401(K) Division of Lang Retirement Partners and Lang,Lang & Co., CPA's
Industry Financial Services
Experience
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

Kyle Spencer Kyle Spencer Summit, New Jersey Details
Kyle Spencer's Wells Fargo Advisors Experience June 2014 - Present
Job Vice President / Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jeff Biittig Jeff Biittig Charlotte, North Carolina Details
Jeff Biittig's Wells Fargo Advisors Experience March 2015 - July 2015
Job Senior Consultant at Carlisle & Gallagher Consulting Group, Inc.
Industry Financial Services
Experience
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

Chris Slagle, CPA Chris Slagle, CPA Greater New York City Area Details
Chris Slagle, CPA's Wells Fargo Advisors Experience October 2010 - November 2011
Job Tax Associate at PwC
Industry Accounting
Experience
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

Alexa Senerchia Alexa Senerchia Hamden, Connecticut Details
Alexa Senerchia's Wells Fargo Advisors Experience June 2013 - July 2013
Job Sales Support Analyst Contract position at BASF
Industry International Affairs
Experience
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

Bram Willets Bram Willets Houston, Texas Area Details
Bram Willets's Wells Fargo Advisors Experience April 2008 - November 2012
Job Corporate Treasury Management
Industry Banking
Experience
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

Jeanna Roderick Jeanna Roderick Saint Louis, Missouri Details
Jeanna Roderick's Wells Fargo Advisors Experience February 2011 - April 2015
Job Retired
Industry Financial Services
Experience
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

Tim Seymour Tim Seymour Richmond, Virginia Area Details
Tim Seymour's Wells Fargo Advisors Experience December 2010 - June 2011
Job Recruiting/Sales Professional
Industry Information Technology and Services
Experience
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

Anita Joglekar Anita Joglekar Greater Chicago Area Details
Anita Joglekar's Wells Fargo Advisors Experience January 2010 - June 2011
Job Program Manager at Abbott Laboratories
Industry Information Technology and Services
Experience
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

Carolyn (Westcott) Dabrowiak Carolyn (Westcott) Dabrowiak Charlotte, North Carolina Area Details
Carolyn (Westcott) Dabrowiak's Wells Fargo Advisors Experience April 2013 - Present
Job Technical Project Manager at Wells Fargo Advisors
Industry Banking
Experience
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

Alan Tuetken Alan Tuetken Greater St. Louis Area Details
Alan Tuetken's Wells Fargo Advisors Experience September 2009 - Present
Job AVP, Technical Project Manager, Wells Fargo
Industry Information Technology and Services
Experience
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

Gregg Titus Gregg Titus Richmond, Virginia Area Details
Gregg Titus's Wells Fargo Advisors Experience August 1996 - Present
Job VP, Technology Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   August 1996 - Present
Resolution Trust Corporation  April 1992 - September 1995

Education
Rockhurst University   1988 — 1991
BSBA, Accounting

Randy Payne Randy Payne Dallas/Fort Worth Area Details
Randy Payne's Wells Fargo Advisors Experience January 2011 - March 2014
Job Morgan Stanley Private Bank
Industry Financial Services
Experience
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

Frank S. Childress Frank S. Childress Greater St. Louis Area Details
Frank S. Childress's Wells Fargo Advisors Experience December 1983 - Present
Job Director of Equity Trading, Well Fargo Advisors
Industry Financial Services
Experience
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)

Cecilia Haas Cecilia Haas Portland, Oregon Area Details
Cecilia Haas's Wells Fargo Advisors Experience August 2013 - Present
Job Client Associate
Industry Investment Management
Experience
Wells Fargo Advisors   August 2013 - Present

Education
Richland Community College   1992 — 1994

Ron Meick Ron Meick Greater Philadelphia Area Details
Ron Meick's Wells Fargo Advisors Experience 1989 - 2010
Job Multimedia Artist
Industry Fine Art
Experience
Ron Meick   October 2010 - Present
Wells Fargo Advisors   1989 - 2010

Education
Rhode Island School of Design   1974 — 1978

Andy Byer, CIMA Andy Byer, CIMA Greater St. Louis Area Details
Andy Byer, CIMA's Wells Fargo Advisors Experience 2008 - Present
Job Head of National Sales for Wells Fargo Advisors
Industry Financial Services
Experience
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

Brian Zjawiony Brian Zjawiony Greater Minneapolis-St. Paul Area Details
Brian Zjawiony's Wells Fargo Advisors Experience July 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Londa Devlin Londa Devlin Fort Myers, Florida Area Details
Londa Devlin's Wells Fargo Advisors Experience February 2014 - August 2014
Job Data Analyst
Industry Market Research
Experience
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

Bethany Colflesh Bethany Colflesh Greater Philadelphia Area Details
Bethany Colflesh's Wells Fargo Advisors Experience October 2013 - December 2014
Job Compliance Principal
Industry Financial Services
Experience
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

Darren Compton Darren Compton Greater St. Louis Area Details
Darren Compton's Wells Fargo Advisors Experience October 2013 - April 2014
Job Studying engines @ Ranken Tech, no more suits
Industry Banking
Experience
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

Julia Mills, CRCM Julia Mills, CRCM Greater St. Louis Area Details
Julia Mills, CRCM's Wells Fargo Advisors Experience August 2008 - Present
Job First Vice President / Operational Risk Manager
Industry Financial Services
Experience
Wells Fargo Advisors   August 2008 - Present
Citi  March 2002 - August 2008
Countrywide Home Loans  January 1999 - February 2002

Education
Rockhurst University

Eric Belgard Eric Belgard Greater New York City Area Details
Eric Belgard's Wells Fargo Advisors Experience February 2010 - May 2010
Job Regional Marketing Director at ICON Investments
Industry Financial Services
Experience
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

Rosa Curiel Rosa Curiel Greater Los Angeles Area Details
Rosa Curiel's Wells Fargo Advisors Experience July 2013 - Present
Job Administrative Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Keith Cautrell Keith Cautrell Greater St. Louis Area Details
Keith Cautrell's Wells Fargo Advisors Experience March 1991 - November 2014
Job Alarm Technician / Technical Support
Industry Electrical/Electronic Manufacturing
Experience
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

Andrea Leslie Andrea Leslie Richmond, Virginia Area Details
Andrea Leslie's Wells Fargo Advisors Experience July 2014 - Present
Job WFA Supervision Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Bryan Britchkow Bryan Britchkow Greater Philadelphia Area Details
Bryan Britchkow's Wells Fargo Advisors Experience January 2013 - October 2014
Job Portfolio management
Industry Financial Services
Experience
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

Kaitlyn Duddy Kaitlyn Duddy Greater New York City Area Details
Kaitlyn Duddy's Wells Fargo Advisors Experience August 2013 - Present
Job Equity Research Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jeff Ferraris Jeff Ferraris Austin, Texas Area Details
Jeff Ferraris's Wells Fargo Advisors Experience March 1999 - June 2002
Job Regional Program Manager
Industry Financial Services
Experience
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

Donna Boyette Donna Boyette Greater Denver Area Details
Donna Boyette's Wells Fargo Advisors Experience June 2013 - Present
Job Senior Registered Client Associate / Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jason Zabawa Jason Zabawa Sarasota, Florida Area Details
Jason Zabawa's Wells Fargo Advisors Experience September 2015 - Present
Job Financial Advisor in Sarasota, FL
Industry Banking
Experience
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

Angela Bryan Angela Bryan Kansas City, Missouri Details
Angela Bryan's Wells Fargo Advisors Experience May 2012 - October 2012
Job Financial Analyst at Lathrop & Gage LLP
Industry Financial Services
Experience
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

Jennifer Eanes Jennifer Eanes Richmond, Virginia Area Details
Jennifer Eanes's Wells Fargo Advisors Experience October 2009 - March 2011
Job Communications Manager at Apex Systems
Industry Public Relations and Communications
Experience
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

Justin Bostic Justin Bostic Blacksburg, Virginia Details
Justin Bostic's Wells Fargo Advisors Experience March 2009 - Present
Job Financial Advisor, Wells Fargo Advisors, LLC, Blacksburg VA
Industry Financial Services
Experience
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

Patrick Massey Patrick Massey Greater New York City Area Details
Patrick Massey's Wells Fargo Advisors Experience December 2010 - February 2014
Job Internal Sales Consultant
Industry Investment Management
Experience
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

John Michael Jones John Michael Jones Charlotte, North Carolina Area Details
John Michael Jones's Wells Fargo Advisors Experience February 1997 - September 2011
Job Systems Analyst at Blue Cross and Blue Shield of South Carolina
Industry Financial Services
Experience
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

Sean Steinlage Sean Steinlage Greater St. Louis Area Details
Sean Steinlage's Wells Fargo Advisors Experience June 2013 - Present
Job Regional Business Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jamara Pittman Jamara Pittman Charlotte, North Carolina Details
Jamara Pittman's Wells Fargo Advisors Experience October 2010 - July 2013
Job Finance Consultant at Wells Fargo Asset Management
Industry Investment Management
Experience
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

Tina Weiss Tina Weiss Westminster, Colorado Details
Tina Weiss's Wells Fargo Advisors Experience July 2011 - July 2012
Job Community Manager at Community Development Inc
Industry Management Consulting
Experience
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

Asif Ali Zaidi Asif Ali Zaidi Greater New York City Area Details
Asif Ali Zaidi's Wells Fargo Advisors Experience September 2009 - March 2011
Job IT TECHNICAL SPECIALIST
Industry Marketing and Advertising
Experience
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

John W. Short John W. Short Greater Philadelphia Area Details
John W. Short's Wells Fargo Advisors Experience October 2008 - July 2010
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Dale Bocra Dale Bocra Greater New York City Area Details
Dale Bocra's Wells Fargo Advisors Experience October 2009 - February 2010
Job Senior Consultant at Ernst & Young
Industry Information Technology and Services
Experience
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

Sarah Hamm Sarah Hamm Roanoke, Virginia Area Details
Sarah Hamm's Wells Fargo Advisors Experience February 2013 - April 2013
Job Financial Aid Liasion at National College of Business & Technology
Industry Higher Education
Experience
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

Edward Curley, CFP®, MBA Edward Curley, CFP®, MBA Oneonta, New York Details
Edward Curley, CFP®, MBA's Wells Fargo Advisors Experience July 1991 - Present
Job Financial Advisor, Senior Vice President Investments, Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Kurtis Kohlman Kurtis Kohlman Greater St. Louis Area Details
Kurtis Kohlman's Wells Fargo Advisors Experience February 2011 - April 2012
Job Technical Support Specialist at Cass Information Systems
Industry Logistics and Supply Chain
Experience
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

Ellen Marts Ellen Marts West Palm Beach, Florida Area Details
Ellen Marts's Wells Fargo Advisors Experience October 2009 - February 2010
Job Sr Registered Client Services Associate at UBS
Industry Financial Services
Experience
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

Rose-Anne McCarthy Rose-Anne McCarthy Brattleboro, Vermont Details
Rose-Anne McCarthy's Wells Fargo Advisors Experience March 2011 - March 2012
Job Eligibility Worker at Valley Health Connections
Industry Financial Services
Experience
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

Adrienne Butler Adrienne Butler Oklahoma City, Oklahoma Details
Adrienne Butler's Wells Fargo Advisors Experience October 2003 - March 2011
Job TRV Specialist at Sprint
Industry Telecommunications
Experience
Sprint  July 2011 - Present
Wells Fargo Advisors   October 2003 - March 2011

Education
Radford University   1973 — 1977
Bachelor of Science, Advertising / Public Relations

Nicholas Millman Nicholas Millman Kansas City, Missouri Details
Nicholas Millman's Wells Fargo Advisors Experience January 2012 - May 2012
Job Experienced Fund Accountant and Securities Analyst
Industry Accounting
Experience
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

Marc Anthony Apicella Marc Anthony Apicella New York, New York Details
Marc Anthony Apicella's Wells Fargo Advisors Experience June 2012 - August 2012
Job Compliance Examiner, OTC Derivatives at National Futures Association
Industry Financial Services
Experience
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

Francesko Kristovich Francesko Kristovich San Francisco Bay Area Details
Francesko Kristovich's Wells Fargo Advisors Experience February 2005 - May 2008
Job Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Investment Management
Experience
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

Katie Tacinelli Katie Tacinelli Greater New York City Area Details
Katie Tacinelli's Wells Fargo Advisors Experience January 2015 - Present
Job Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
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

Malyuun jama Malyuun jama Dallas/Fort Worth Area Details
Malyuun jama's Wells Fargo Advisors Experience August 2010 - June 2013
Job Accounts Receivable Specialist at Crowne Plaza Today, Gurgaon
Industry Human Resources
Experience
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

James Mothershead James Mothershead Fredericksburg, Virginia Details
James Mothershead's Wells Fargo Advisors Experience 2008 - 2012
Job None
Industry Writing and Editing
Experience
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

Kristal King Kristal King Charlotte, North Carolina Details
Kristal King's Wells Fargo Advisors Experience December 2012 - Present
Job SQA at Wells Fargo Advisors
Industry Financial Services
Experience
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

Eric Haake Eric Haake Greater St. Louis Area Details
Eric Haake's Wells Fargo Advisors Experience March 2009 - October 2010
Job Coordinator at The Federal Reserve Bank of St. Louis
Industry Information Services
Experience
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

Select page



Similar Companies