Wells Fargo Advisors

Industry: Subsidiary

Description

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

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

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

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Scott Butters Scott Butters Portland, Maine Area Details
Scott Butters's Wells Fargo Advisors Experience May 2006 - September 2009
Job Financial Advisor
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Scott Butters Legal Expert Witness   May 2012 - Present
S.A. Butters Financial Planning   September 2009 - October 2014
Wells Fargo Advisors   May 2006 - September 2009
Morgan Stanley  November 2005 - May 2006

Education
Saint Anselm College   1992 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies

Westwood high school   1988 — 1992
Degree, Sanskrit and Classical Indian Languages, Literatures, and Linguistics

Aron Finn Aron Finn Grapevine, Texas Details
Aron Finn's Wells Fargo Advisors Experience 2009 - 2010
Job Mortgage Loan Officer at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage  June 2013 - Present
Ben E. Keith Foods  April 2012 - June 2013
Douglas & David Marketing Firm   2011 - 2012
Perma-Pier Foundation Repair of Texas   March 2010 - March 2011
Wells Fargo Advisors   2009 - 2010
Bank of America  October 2008 - August 2009

Skills
Marketing Strategy, Marketing, Budgets, Multi-channel Marketing, Market Research, Analytics, Segmentation, Marketing Research, Competitive Analysis, Digital Marketing, Market Analysis, Web Analytics, Data Analysis, Finance, Management, Sales Management, SEO, SEM, Social Media Marketing

Education
Rutgers University-New Brunswick   2013 — 2013
Mini-MBA, Digital Marketing

University of North Texas   2005 — 2007
BA, Marketing

Cathy Drury Cathy Drury Greater St. Louis Area Details
Cathy Drury's Wells Fargo Advisors Experience August 2008 - Present
Job Strategy Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2008 - Present
CitiMortgage  2001 - 2008
Worknet Communications  September 2000 - November 2000

Skills
Strategic Communications, Marketing, Internal Communications, Corporate Communications, Marketing Communications, Integrated Marketing, Branding & Identity, Brand Development, Brand Management, Sales Support Tools, Marketing Strategy, Strategy

Education
Saint Louis University
Honors Bachelor of Arts (BA), English and German

Webster University
Master of Arts (MA), Marketing/Marketing Management, General

William J. Baxter Jr. William J. Baxter Jr. Linwood, New Jersey Details
William J. Baxter Jr.'s Wells Fargo Advisors Experience April 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2004 - Present

Skills
Finance, Financial Advisory, Financial Services, Investments, Retirement, Wealth, Risk Management

Education
Rutgers, The State University of New Jersey-New Brunswick   1984 — 1987
Bachelor of Science (B.S.), Accounting

Atlantic City High School   1978 — 1982

Paula Barwick Paula Barwick Richmond, Virginia Area Details
Paula Barwick's Wells Fargo Advisors Experience May 2004 - Present
Job Sr. Applications Systems Engineer at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   May 2004 - Present
Mary Kay Cosmetics  1993 - Present

Skills
SDLC, DB2, SQL, Visio, Requirements Analysis, MVS, CICS, COBOLII, Syncsort, JCL, SPUFI, PowerPoint, Microsoft Excel, Systems Analysis, Program Management, Leadership, Mainframe, Software Documentation, COBOL, Database Design, Disaster Recovery, Business Analysis, Database Administration, Team Building

Education
Saint Leo University
Bachelor of Arts, Religious Studies

August Hoerning August Hoerning Greater St. Louis Area Details
August Hoerning's Wells Fargo Advisors Experience September 2012 - January 2013
Job Brokerage Accountant at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Cushman & Wakefield  June 2015 - Present
U.S. Bank   February 2013 - June 2015
Wells Fargo Advisors   September 2012 - January 2013

Skills
Public Speaking, Social Media, Customer Service, Event Planning, PowerPoint, Microsoft Office

Education
Saint Louis University   2008 — 2012
Bachelor of Science (BS), Economics, Political Science Minor

Leanda Wright Leanda Wright Miami, Florida Details
Leanda Wright's Wells Fargo Advisors Experience August 2014 - December 2014
Job BSA/AML Investigator
Industry Financial Services
Experience
Gibraltar Private Bank & Trust- BSA Strategies   December 2014 - Present
Wells Fargo Advisors   August 2014 - December 2014
SunTrust Bank  June 2013 - July 2014

Skills
AML, Fraud, Credit Risk, Credit Analysis, Anti Money Laundering, Compliance, KYC, Enterprise Risk..., Due Diligence, Management

Education
Saint Leo University
Bachelor's degree, Psychology

STEPHEN HOOK STEPHEN HOOK Greater Philadelphia Area Details
STEPHEN HOOK's Wells Fargo Advisors Experience January 2014 - August 2014
Job Sales Executive at Toyota
Industry Retail
Experience
Pennsbury Falcon Wrestling Club   September 2014 - Present
Toyota  September 2014 - Present
Wells Fargo Advisors   January 2014 - August 2014
Toyota  June 2012 - September 2012
Chrysler Group LLC  June 2006 - May 2012
Calkins Media Inc.  June 2006 - May 2010
Rutgers University  August 2002 - May 2006
Calkins Media Inc.  August 1994 - June 2002

Skills
Leadership, Collaboration, Soft Skills, Interpersonal..., Teamwork, Sales, Cross Selling, Sales Management, Coaching, Team Leadership, Marketing, Team Building, Negotiation, Sales Process, New Business Development, Branding, Marketing Strategy, Social Media, Social Media Marketing, Communications, Customer Service, Organizational Culture, Organizational Diversity, Diversity & Inclusion..., Retail Automotive, Executive Development, Series 7, Series 66, CRM, Public Speaking, Training, Retail, Financial Services, Value Investing, Investments, Banking, Community Banking, Next Generation..., Prospecting, Customer Relations, Customer Retention, Hustle, Creativity, Consumer Logic, Optimism, Persistence, Follow-up, Massive Action

Education
Rutgers University-New Brunswick   2002 — 2006

Neshaminy High School   1999 — 2002

Lauren Stapel Lauren Stapel Greater St. Louis Area Details
Lauren Stapel's Wells Fargo Advisors Experience June 2014 - Present
Job Communications Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   June 2014 - Present
Washington University in St. Louis  March 2013 - May 2014
Washington University in St. Louis  May 2011 - March 2013
Saint Louis University  June 2009 - May 2011
Grace Hill Settlement House  January 2009 - May 2009
Saint Louis University  August 2007 - May 2009

Skills
Public Speaking, InDesign, Ap Style, Copywriting, Public Relations, Strategic Communications, Microsoft Office, Interviews, Marketing Communications, Media Relations, Event Planning, Leadership, Illustrator, Social Media, Marketing, Facebook, Editing, Press Releases, Social Media Marketing, Newsletters, Corporate Communications, PowerPoint, HTML, Adobe Creative Suite, Copy Editing, Blogging, Social Networking, Photoshop, Fundraising, Community Outreach, Creative Writing, AP Style

Education
Saint Louis University   2009 — 2011
Master of Arts (Research), Communication

Saint Louis University   2006 — 2009
Bachelor of Arts, Communication, Political Science

Jeradiah R Williams Jeradiah R Williams Greater St. Louis Area Details
Jeradiah R Williams's Wells Fargo Advisors Experience December 2010 - February 2011
Job IT Professional with an Extensive Customer Service Background
Industry Information Technology and Services
Experience
Bunzl Distribution NA  January 2015 - April 2015
Express Scripts  October 2014 - December 2014
Windstream Communications  November 2013 - January 2014
CIGNA Healthcare  August 2011 - August 2013
Wells Fargo Advisors   December 2010 - February 2011
AT&T  August 2009 - September 2010
Todays Staffing  April 2007 - June 2009
Spherion Professional Services  July 2006 - August 2007
Quik Cash   November 2005 - June 2006
UPS  May 2002 - November 2005

Skills
Customer Service, Troubleshooting, Computer Hardware, Access, Outlook, Computer Software, Medical Terminology, Management, Technical Support, Sales, Human Resources, Program Management, Security, Analysis, Networking

Education
Saint Louis University   2011 — 2014
Bachelor of Applied Science (BASc), Computer Science

St. Louis Community College   2005 — 2007
Associates Degree of Arts, Computer Science

Upward Bound   1995 — 1998
Certificate of Completion, Advanced HS Studied

Brentwood HIgh School   1994 — 1998
HS Diploma, College Prep

Dirk Thompson, CFA Dirk Thompson, CFA Greater St. Louis Area Details
Dirk Thompson, CFA's Wells Fargo Advisors Experience April 2006 - May 2010
Job Analyst, Client Services at NISA Investment Advisors, L.L.C.
Industry Investment Management
Experience
NISA Investment Advisors, L.L.C.   May 2014 - Present
NISA Investment Advisors, L.L.C.   June 2011 - May 2014
Summit Strategies  February 2011 - May 2011
Wells Fargo Advisors   April 2006 - May 2010
A.G. Edwards   2006 - 2009
Hilliard Lyons  2005 - 2006

Skills
Investments, Fixed Income Analysis, Microsoft Excel, Financial Reporting, Financial Modeling, Investment Strategies

Education
Saint Louis University   2010 — 2011
Master of Business Administration (MBA), Finance

Western Kentucky University   2000 — 2004
Bachelor of Science, Finance

Conor O'Brien Conor O'Brien Greater Boston Area Details
Conor O'Brien's Wells Fargo Advisors Experience February 2011 - December 2011
Job Equipment Financing (Retail East Coast) at Winthrop Resources
Industry Financial Services
Experience
Winthrop Resources  June 2014 - Present
CSI Leasing  2011 - 2013
Wells Fargo Advisors   February 2011 - December 2011
InterContinental Hotels Group  August 2009 - October 2011
Keefe Bruyette & Woods  May 2008 - August 2008

Skills
Finance, Sales, Salesforce.com, Account Management, Financial Analysis, Business Development, Solution Selling, New Business Development, SaaS, Customer Service, Strategy, Microsoft Excel, Financial Modeling, Credit Analysis, Credit Risk, Time Management, Business Planning, Sales Operations, Business Analysis, Portfolio Management, Risk Management, Microsoft Office, Banking, Strategic Financial..., Commercial Leasing, Asset Dispositions, Computer Hardware, Relationship Management, Cash Flow, Credit, Lead Generation, Project Management, Vendor Management, Retail Technology, Retail Software, Retail Network Security, Retail Industry, EFTPOS, EMV

Education
Saint Anselm College   2005 — 2009
BA, Financial Economics

John Mikhael John Mikhael Greater New York City Area Details
John Mikhael's Wells Fargo Advisors Experience January 2009 - March 2011
Job Associate Director at Strategies for Wealth
Industry Financial Services
Experience
Strategies for Wealth  March 2013 - Present
Valic Financial Advisors  March 2011 - January 2013
Wells Fargo Advisors   January 2009 - March 2011
Banc of America Investments  2006 - 2009
Morgan Stanley Smith Barney  2000 - 2006
Citigroup Asset Management  2000 - 2003

Skills
Investments, Portfolio Management, Alternative Investments, Asset Management, Asset Allocation, Wealth Management, Finance, Trading, Strategic Financial..., Risk Management, Investment Strategies, Series 7, Investment Advisory, Fixed Income, Relationship Management, Financial Planning, Investor Relations, Retirement Planning, Financial Advisory, Estate Planning, Equities, Financial Services, Asset Managment, Mutual Funds, 401k, Retirement, Securities, Series 63, High Net Worth..., Hedge Funds, FINRA, Bonds, Options, Insurance, high-level relationship..., Investor Development, Client Retention and..., Multi Asset Class..., ETFs, Management, Due Diligence, Strategic Planning, Capital Markets, Investment Management, Bloomberg, Leadership, Envestnet, NetX360, Onboarding, Steetscape

Education
Rutgers, The State University of New Jersey-Newark   1993 — 2000

Rutgers, The State University of New Jersey-Newark

Kenneth Eric Crook Kenneth Eric Crook Providence, Rhode Island Area Details
Kenneth Eric Crook's Wells Fargo Advisors Experience November 2008 - Present
Job Vice President, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   November 2008 - Present

Skills
Investments, Securities, Financial Planning

Education
Rutgers University   1984 — 1986
Master's in City and Regional Planning

University of Washington   1978 — 1981
Bachelor's Degree, Forest Resources Management

Peter Noto Peter Noto Greater New York City Area Details
Peter Noto's Wells Fargo Advisors Experience July 2012 - August 2012
Job Operations Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  July 2014 - Present
Rutgers Men's Lacrosse   September 2010 - May 2014
Credit Suisse  May 2013 - August 2013
Wells Fargo Advisors   July 2012 - August 2012

Education
Rutgers, The State University of New Jersey-New Brunswick   2010 — 2014
Bachelor's degree, Economics

Webster Schroeder High School   2006 — 2010

Catherine Mendez Catherine Mendez Greater New York City Area Details
Catherine Mendez's Wells Fargo Advisors Experience June 1997 - May 2001
Job Director of Research, Omnibus Consulting
Industry Staffing and Recruiting
Experience
Omnibus Consulting   October 2014 - Present
Brown Brothers Harriman  September 2008 - July 2014
Summit Financial Resources  July 2005 - September 2008
Sloan Securities   April 2004 - July 2005
UBS  May 2001 - April 2004
Wells Fargo Advisors   June 1997 - May 2001

Skills
Bloomberg, Asset Allocation, Equities, Fixed Income, Insurance, Management, Mutual Funds, Trading, Training, Investments, Asset Management, Hedge Funds, Series 7

Education
Northeastern University   2013 — 2014
Certificate Program- management, Advanced certificate in Management

Rutgers, The State University of New Jersey-Newark   2004 — 2007
B.S, Finance

Erin Schwetye Williams Erin Schwetye Williams Greater St. Louis Area Details
Erin Schwetye Williams's Wells Fargo Advisors Experience September 2014 - Present
Job AVP | Market Growth & Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2014 - Present
Wells Fargo Advisors   January 2012 - August 2014
Wells Fargo Advisors   May 2010 - January 2012
Universal American  August 2007 - January 2010
Avenue A Razorfish  2007 - 2007
Creative Commune   2005 - 2007
MEC  2003 - 2005

Skills
Social Media Marketing, Social Media Strategist, Social Media..., Corporate Social Media, Marketing Strategy, Digital Project..., Web Project Management, Marketing Communications, Energetic team player, Strategic Communications, Digital Marketing, Marketing, Integrated Marketing, Email Marketing, Direct Marketing, Advertising, Public Relations, Social Media, Strategy, Leadership

Education
Saint Louis University   1999 — 2003
BA, Communications, Theatre

St. Joseph's Academy
College Prep

The Second City; Improv Olympic; Upright Citizens Brigade   2003 — 2007
Improv

Tyler Stewart Tyler Stewart Aliso Viejo, California Details
Tyler Stewart's Wells Fargo Advisors Experience February 2010 - December 2011
Job Graphic Design Manager
Industry Photography
Experience
Bowman Group   ProducerAsk for detailsJanuary 2011 - Present
Wells Fargo Advisors   February 2010 - December 2011

Skills
Marketing Strategy, Social Media Marketing, Product Marketing, Video Production, Music Industry

Education
Saddleback College   2006 — 2009
2nd Degree Black Belt, Business, Management, Marketing, and Related Support Services, A

Christine DeVries Christine DeVries Austin, Texas Area Details
Christine DeVries's Wells Fargo Advisors Experience May 2004 - March 2008
Job Retirement Plan Consultant at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions  March 2008 - Present
Wells Fargo Advisors   May 2004 - March 2008
Bank One  December 2002 - May 2004
Abio Financial Group   March 2002 - October 2002
Christine Curtsinger   1999 - 2002

Skills
Retirement, Retirement Planning, Investments, 401k, Financial Advisory, Series 63, Investment Advisory, Strategic Financial..., IRAs, Mutual Funds, Series 7, Employee Benefits, Asset Allocation, Retirement Plan..., Financial Services, Wealth Management, Time Management, Fiduciary, Public Speaking, Mentoring New Hires, Team Building, Financial Planning

Education
St. John's University
Master's degree

The University of Dallas
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies

Edward Karels Edward Karels Greater Minneapolis-St. Paul Area Details
Edward Karels's Wells Fargo Advisors Experience January 2013 - March 2013
Job US fixed income Fed Settlement at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  July 2013 - Present
Wells Fargo Advisors   January 2013 - March 2013
Wells Fargo Advisors   July 2012 - December 2012
Wells Fargo Advisors   January 2011 - July 2011
Wells Fargo Investments LLC  June 2001 - January 2011

Skills
Securities, Mutual Funds, Risk Management, Banking, Financial Services, Investments, Process Improvement, FINRA, Business Analysis, Equities, Retirement Planning, Portfolio Management, Customer Service, Call Center, Visio, Fixed Income, Financial Analysis, Analysis, Microsoft Excel, Retirement, Asset Management, Series 7, Financial Risk, Trading

Education
St. John's University   1993 — 1994
1 year going for Masters, Theology

University of St. Thomas   1990 — 1993
Bachealor of Arts, Philosphy

Ashana Khan Ashana Khan Winter Garden, Florida Details
Ashana Khan's Wells Fargo Advisors Experience March 1998 - March 2004
Job Sales
Industry Retail
Experience
Tiffany & Co.   June 2004 - March 2012
Wells Fargo Advisors   March 1998 - March 2004

Education
Ryerson University
Journalism, Communications

Paul Irving Paul Irving Charlotte, North Carolina Details
Paul Irving's Wells Fargo Advisors Experience March 1998 - October 2012
Job Financial Advisor; CFP® ; Senior Vice President ; BB&T Scott & Stringfellow
Industry Investment Management
Experience
BB&T Scott & Stringfellow   October 2012 - Present
Wells Fargo Advisors   March 1998 - October 2012

Skills
Wealth Management, Series 7, Retirement Planning, Financial Planning

Education
Saint Bonaventure University

Angela Selsor Angela Selsor Greater St. Louis Area Details
Angela Selsor's Wells Fargo Advisors Experience September 2009 - Present
Job at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors   September 2009 - Present
MasterCard  April 2009 - September 2009
AT&T  October 2004 - February 2008
AT&T  January 2000 - October 2004
tesson tool   2003 - 2003

Education
Saint Louis University   2009 — 2011

Jillian Holzheimer Jillian Holzheimer New Brunswick, New Jersey Details
Jillian Holzheimer's Wells Fargo Advisors Experience May 2012 - August 2012
Job Recruiter at Adecco Group
Industry Human Resources
Experience
Adecco Group  April 2015 - Present
Adecco Group  April 2015 - Present
Harvest Moon Brewery and Cafe   January 2011 - April 2015
Wells Fargo Advisors   May 2012 - August 2012
The Round Grill   May 2007 - January 2011

Skills
Microsoft Office, Customer Service, Childcare, Leadership, Research, Adobe Acrobat, Prezi, Photoshop, Flash Player, Social Media, Event Management, Food & Beverage, Time Management, Email Marketing, Restaurants, Microsoft Excel, PowerPoint, Social Networking, Teamwork, Microsoft Word, Public Speaking

Education
Rutgers, The State University of New Jersey-New Brunswick   2010 — 2014
Bachelor's degree, Human Resources Management

Gerald Berg Gerald Berg Fishers, Indiana Details
Gerald Berg's Wells Fargo Advisors Experience April 2000 - Present
Job Market Manager Managing Director at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 2000 - Present
Merrill Lynch  June 1977 - April 2000

Skills
Wealth Management, Leadership, Retirement Planning, Financial Services, Mutual Funds, Portfolio Management, Financial Analysis, Securities

Education
Rutgers University   1971 — 1975
Bachelor of Arts (B.A.), Accounting

Aaron Schmeerbauch Aaron Schmeerbauch Greater St. Louis Area Details
Aaron Schmeerbauch's Wells Fargo Advisors Experience November 2005 - October 2010
Job Senior Manager, PMO at BuildABear Workshop
Industry Retail
Experience
Build-A-Bear Workshop  June 2015 - Present
DTZ  August 2010 - June 2015
Wells Fargo Advisors   November 2005 - October 2010
AT&T  June 2002 - November 2005
Reuters  June 2000 - June 2002

Skills
Project Management, Integration, Process Improvement, Management Consulting, Business Analysis, Business Strategy, Business Process..., Vendor Management, Databases, Risk Management, Software Project..., Project Portfolio..., Analysis, CRM, Program Management

Education
Saint Louis University   2007 — 2008
MBA, Finance

University of Missouri-Saint Louis   1998 — 2002
BSBA, Management of Information Systems

Mark Rionda Mark Rionda Greater Detroit Area Details
Mark Rionda's Wells Fargo Advisors Experience August 2010 - February 2011
Job Associate Vice President at Bluerock Real Estate
Industry Financial Services
Experience
Bluerock Real Estate  February 2015 - Present
Northwestern Mutual  March 2011 - November 2014
Wells Fargo Advisors   August 2010 - February 2011
Merrill Lynch  November 2009 - August 2010
PNC Financial Services Group  April 2009 - November 2009
UBS  November 2007 - April 2009
Lakeview Mortgage Co., LLC   September 1999 - October 2007

Skills
Finance, Investments, Financial Planning, Wealth Management, Management, Insurance, Sales, Strategy, Marketing, Leadership

Education
Rutgers University-New Brunswick   1988 — 1993
Bachelor of Arts, Economics

Delbarton School   1984 — 1988

David Adam, MBA, CFP® David Adam, MBA, CFP® Greater St. Louis Area Details
David Adam, MBA, CFP®'s Wells Fargo Advisors Experience 1996 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   1996 - Present

Skills
Retirement Planning, Financial Services, Investment Strategies, Financial Analysis, Multigenerational...

Education
Saint Louis University   1994 — 1996
Masters of Business Administration, Finance

Texas Christian University - M.J. Neeley School of Business   1989 — 1993
Bachelor of Science, Finance / Economics

MICDS   1981 — 1989

Rollen Roberson Rollen Roberson San Francisco Bay Area Details
Rollen Roberson's Wells Fargo Advisors Experience January 2004 - April 2007
Job Chief Technology Officer and Global Lead for Consulting Services at Sequoia Worldwide
Industry Information Technology and Services
Experience
Sequoia Worldwide  March 2014 - Present
Accenture  October 2012 - February 2014
Accenture  January 2011 - January 2014
Accenture  2007 - January 2011
Accenture Technology Consulting  January 2010 - November 2010
Accenture Technology Consulting  March 2009 - November 2009
Accenture Technology Consulting  March 2008 - March 2009
Accenture Technology Consulting  November 2007 - March 2008
Accenture Technology Consulting  April 2007 - November 2007
Wells Fargo Advisors   January 2004 - April 2007

Skills
Cloud Computing, IT Service Management, Data Center, ITIL, Integration, Change Management, Program Management, Enterprise Software, Virtualization, E-commerce, High Availability, Strategy, International Project..., IT Strategy, Management, Hybrid Cloud, Governance, Consulting, IT Management, IT Operations, Infrastructure, Leadership, Process Improvement, Information Technology, Vendor Management, OLTP, Business Process, Enterprise Architecture, Outsourcing, SDLC, Security, Service Management, Agile Methodologies, Transformational..., Operations Management, Data Center Architecture, E-commerce Solutions, Service Integration, Product Offerings, Channel Partners, Channel Strategy, Partner Development, Amazon Web Services...

Education
Saint Louis University   2010 — 2012
Master's degree, International Business, 3.7

Saint Louis University   2004 — 2006
B.S., Computer Science

Tom Biggs Tom Biggs Greater St. Louis Area Details
Tom Biggs's Wells Fargo Advisors Experience July 1995 - July 2009
Job Business Analyst at Express Scripts
Industry Financial Services
Experience
Express Scripts  January 2012 - Present
Monsanto (Contractor through S3)   December 2011 - January 2012
Wells Fargo (Contractor through Apex)   March 2010 - September 2011
A.G.Edwards   July 1995 - July 2009
Wells Fargo Advisors   July 1995 - July 2009
WELLS FARGO ADVISORS   January 1995 - July 2009
Wachovia Securities (Formerly A. G. Edwards & Sons)   1995 - July 2009

Skills
Software Documentation, Process Improvement, SharePoint, Unix, Project Management, MS Project, Data Center, Vendor Management, Access, Active Directory, PMP, Microsoft Excel, PowerPoint, SDLC, Visio, IT Management

Education
Saint Louis University   2001 — 2007
Bachelor of Science, Computer Science

Southern Illinois University, Edwardsville   1985 — 1989

Edwardsville High School

Saint Louis University - St
Bachelor of Science, Computer Science

Joseph Dovidio Joseph Dovidio Greater New York City Area Details
Joseph Dovidio's Wells Fargo Advisors Experience 2001 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2001 - Present
Morgan Stanley  1998 - 2001
First Fidelity Bank  1984 - 1997
Central Appellate Research/Appellate Division- Superior Court   1981 - 1984
United States Bankruptcy Court  1980 - 1981
Tax Court of New Jersey  1979 - 1980

Skills
401k Rollovers, Retirement Savings, Asset Allocation, Investments, Fixed Income, Financial Advisory, Investment Planning, Strategic Planning, Securities, Finance

Education
Temple University - James E. Beasley School of Law   1975 — 1978
J.D., Law

Saint Joseph's University   1971 — 1975
B. A. History, History, Politics

Central High School (230), Philadelphia, PA   1967 — 1971
B. A., Liberal Arts

Dan LaRusso Dan LaRusso Charlotte, North Carolina Area Details
Dan LaRusso's Wells Fargo Advisors Experience March 2011 - March 2012
Job Digital Marketing
Industry Internet
Experience
Wells Fargo  September 2014 - Present
Strategic Marketing Technologies LLC   June 2006 - Present
Insight Global  August 2013 - September 2014
TIAA-CREF  September 2012 - August 2013
Resolution Media  March 2012 - September 2012
Wells Fargo Advisors   March 2011 - March 2012
LendingTree  October 2010 - February 2011
Duke Energy  March 2010 - October 2010
Sona MedSpa  January 2009 - March 2010
WebsiteBiz  February 2008 - January 2009

Skills
search engine..., search engine marketing, Enterprise Content..., paid search marketing, omniture sitecatalyst, web analytics, Landing Page..., multi variate testing, Wordpress, ppc, SEO, A/B testing, Google Analytics, Google Adwords..., Web Analytics, SEM, PPC, Omniture, Google Adwords, Digital Marketing, Email Marketing, Online Marketing, CRM, New Media, Analytics, Social Media Marketing, Organic Search, Yahoo Search Marketing

Education
Saint Bonaventure University   1998 — 2002
B.A, Journalism/Mass Communications

Jason Woloszyn Jason Woloszyn Charlotte, North Carolina Details
Jason Woloszyn's Wells Fargo Advisors Experience January 2009 - August 2011
Job Regional Vice President Fisher Investments
Industry Financial Services
Experience
Fisher Investments  March 2015 - Present
Fidelity Investments  August 2012 - Present
Wells Fargo Advisors   January 2009 - August 2011
Vanguard  November 2004 - January 2009

Education
Saint Bonaventure University   1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General

Joe Solan, MBA Joe Solan, MBA Paramus, New Jersey Details
Joe Solan, MBA's Wells Fargo Advisors Experience 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   2014 - Present
Prepsta Inc.   2011 - 2015
Morgan Stanley  2005 - 2011
Citigroup  1996 - 2005
GE Capital  1990 - 1995

Skills
Retirement Planning, 401k Rollovers, Financial Advisory, Insurance, Asset Allocation, Financial Services, Fixed Income Strategies, Investment Strategies, Investments, Retirement, Retirement Savings, Securities, Mutual Funds, Equities, Bonds, Variable Annuities

Education
New York University - Leonard N. Stern School of Business   1995 — 1997
Master of Business Administration (M.B.A.), Finance

Rutgers, The State University of New Jersey-New Brunswick   1986 — 1990
Bachelor's Degree, Computer Science and Economics

Michael Geotes Michael Geotes Greater New York City Area Details
Michael Geotes's Wells Fargo Advisors Experience September 2010 - March 2012
Job Financial Professional
Industry Financial Services
Experience
Barnum Financial Group an Office of MetLife  March 2012 - Present
Wells Fargo Advisors   September 2010 - March 2012
Wells Fargo Advisors   September 2010 - March 2012
UBS Wealth Management Division   April 2009 - September 2009
People's United Bank  April 2008 - May 2008
W.B Mason  May 2007 - December 2007

Education
Sacred Heart University   2007 — 2010
Bachelor of Science (BS), Finance

Eric DeAngelis, CIMA® Eric DeAngelis, CIMA® Linwood, New Jersey Details
Eric DeAngelis, CIMA®'s Wells Fargo Advisors Experience September 1997 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 1997 - Present

Skills
Investment Management, Finance, Asset Allocation

Education
Rutgers University-New Brunswick

Richard Stockton College of New Jersey

T Jason Stelmaszyk T Jason Stelmaszyk New York, New York Details
T Jason Stelmaszyk's Wells Fargo Advisors Experience June 2010 - December 2012
Job Investment Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   October 2014 - Present
J.P. Morgan   December 2012 - September 2014
Wells Fargo Advisors   June 2010 - December 2012

Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Investments, Portfolio Management, Securities, Equities, Asset Allocation, Asset Management

Education
Rutgers, The State University of New Jersey-Camden   2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General

Walter J. Gallo, Jr. Walter J. Gallo, Jr. Sacramento, California Area Details
Walter J. Gallo, Jr.'s Wells Fargo Advisors Experience December 2012 - Present
Job Financial Advisor / Brunst & Gallo Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2012 - Present
Verizon Wireless  September 1994 - March 2012
United States Marine Corps  January 1982 - March 1998
USMC  1985 - 1995

Skills
Planning and Operations, Sales Management, Logistics Management, Transportation..., Transportation Planning, Security Management, Public Speaking, Customer Service, Leadership Development, Cold Calling

Education
Saint Anselm College   1979 — 1983
Bachelor of Science (B.S.), Criminal Justice

Jahon Fakhrzad Jahon Fakhrzad Greater St. Louis Area Details
Jahon Fakhrzad's Wells Fargo Advisors Experience March 2015 - Present
Job VP, Business Initiatives Consultant Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2015 - Present
Scottrade  January 2010 - February 2015
Scottrade  January 2008 - January 2010
Scottrade  May 2004 - January 2008

Skills
Series 24, Series 7, Sales Leadership..., Relationship Management, Customer Service, Sales Management, Coaching, Business Strategy, Project Management, Optimization, Mentoring, Idea Person, Business Development, FINRA, Investments, General Securities..., Risk Management, Training, Management, Series 63, Finance, Mutual Funds, Financial Services, Portfolio Management

Education
Webster University   2008 — 2010
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Saint Louis University   2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Anthony Wynn Anthony Wynn Greater St. Louis Area Details
Anthony Wynn's Wells Fargo Advisors Experience 1999 - 2007
Job VP Operations at Weir Minerals Lewis Pumps
Industry Mining & Metals
Experience
Weir Minerals Lewis Pumps  August 2013 - Present
Weir Minerals Lewis Pumps  February 2013 - August 2013
Weir Minerals Lewis Pumps  August 2007 - February 2013
Chas. S. Lewis & Co., Inc.   August 2007 - September 2011
A.G. Edwards   1999 - 2007
Wells Fargo Advisors   1999 - 2007

Skills
ERP, SharePoint, Microsoft SQL Server, Business Analysis, Requirements Gathering, Process Improvement, Project Management, SDLC, Business Intelligence, Microsoft Dynamics, Requirements Analysis, SSRS, Visio, IT Strategy, Integration, Vendor Management, Production Managment, Continuous Improvement, Manufacturing, Manufacturing...

Education
Saint Louis University   2002 — 2005
MBA, Finance

Southern Illinois University, Carbondale   1994 — 1999
Bachelor of Science (B.S.), Management Information Systems and Services

Bill Watkinson Bill Watkinson Greater Philadelphia Area Details
Bill Watkinson's Wells Fargo Advisors Experience 1988 - 1998
Job President & CEO at Watkinson Capital Advisors LLC
Industry Financial Services
Experience
Watkinson Capital Advisors LLC   September 2009 - Present
Penn Liberty Bank  2004 - 2009
Advest, Inc., now Merrill Lynch   2001 - 2004
Pennsylvania Merchant Group   1998 - 2001
Wells Fargo Advisors   1988 - 1998
EF Hutton & Co  1977 - 1988

Skills
Wealth Management, Portfolio Management, Investments, Mutual Funds, Bonds, Investment Advisory, Trading, Financial Advisory, Financial Risk, Asset Allocation, Asset Management, Retirement Planning, Strategic Financial..., Retirement, Alternative Investments, Risk Management, Securities

Education
Saint Joseph's University   1964 — 1967
BS, Marketing

Monsignor Bonner High School

Christopher Gadacz Christopher Gadacz Saint Cloud, Minnesota Details
Christopher Gadacz's Wells Fargo Advisors Experience October 2007 - July 2012
Job Investment Executive at Cetera Investment Services
Industry Financial Services
Experience
Cetera Financial Group  August 2012 - Present
Wells Fargo Bank  July 2008 - July 2012
Wells Fargo Advisors   October 2007 - July 2012
Wells Fargo Bank  January 2006 - July 2008

Skills
Finance, Insurance, Financial Services, Investments, Securities, Series 7, Financial Advisory, Financial Analysis, Financial Planning, Series 63, Customer Service, Loans, Mutual Funds, Mortgage Lending, Sales, Wealth Management, Retirement Planning, Credit

Education
St. John's University   2001 — 2005
Bachelor, Management

Ryan Franklin Ryan Franklin Greater St. Louis Area Details
Ryan Franklin's Wells Fargo Advisors Experience May 2015 - Present
Job Talent Acquisition Consultant at Wells Fargo Advisors
Industry Human Resources
Experience
Wells Fargo Advisors   May 2015 - Present
Orion Professional Group LLC   July 2012 - Present
Randstad (Formerly Spherion)   January 2011 - July 2012
Vector Marketing  June 2007 - December 2010
Consolidated Construction Group, Inc.   2005 - 2008

Skills
Recruiting, Management, Business Development, Team Building, New Business Development, Sales, Cold Calling, Entrepreneurship, Sales Management, Direct Sales, Sales Process, Leadership, Time Management, Marketing, Human Resources, Sales Operations, Sales Presentations, Talent Acquisition, Business Planning, Small Business, Internet Recruiting

Education
Saint Louis University
B.S., Entrepreneurship

Fred C. Bruckner, CIMA®, AIF® Fred C. Bruckner, CIMA®, AIF® Greater St. Louis Area Details
Fred C. Bruckner, CIMA®, AIF®'s Wells Fargo Advisors Experience April 2000 - Present
Job Senior Consultant at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   April 2000 - Present
Wells Fargo Advisors   April 2000 - Present

Education
Saint Louis University   1990 — 1993
Master of Finance, Finance

University of Tulsa   1985 — 1989
BSBA, Finance

Reeds Spring High School

Kenneth Dammann Kenneth Dammann Greater New York City Area Details
Kenneth Dammann's Wells Fargo Advisors Experience April 2010 - Present
Job Area Sales Manager Northern NJ Market, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   April 2010 - Present
Bank of America  June 2009 - April 2010
JPMorgan Chase  January 2007 - June 2009
2003 - 2006 LaBranche   January 2003 - June 2006
Bear Wagner Specialist   January 1999 - January 2003
AGS 
 
NFL 
 

Skills
Credit, Investments, Series 7, Wealth Management, Mortgage, Banking, Financial Advisory, Trading, Cross Selling, Securities, Equities, Series 63, Loans, Mortgage Lending, Risk Management, Refinance, Financial Markets, Commercial Banking, Loan Origination, Finance, Financial Services, Portfolio Management, Options

Education
Rutgers, The State University of New Jersey-New Brunswick   1990 — 1994
Bachelor of Science, Management

Red Bank Regional   1986 — 1990

Gregg Tedeschi Gregg Tedeschi Greater New York City Area Details
Gregg Tedeschi's Wells Fargo Advisors Experience April 2010 - April 2013
Job Vice President at Merrill Lynch
Industry Banking
Experience
Merrill Lynch  April 2013 - Present
Wells Fargo Advisors   April 2010 - April 2013
Merrill Lynch  September 2007 - March 2009
Merrill Lynch & Co  September 2007 - March 2009
Merrill Lynch & Co  June 2004 - August 2007
Morgan Stanley  June 2002 - May 2004

Skills
Risk Management, Securities, Credit, Loans, Cash Management, Partner Relationship..., Bank Relationship..., Uniform Combined State..., Banking, Financial Services, Partner Management, Series 63, Series 7, Wealth Management, Financial Advisory, Mortgage Lending, Commercial Banking, Investment Advisory, Strategic Financial..., Private Banking

Education
Rutgers University-New Brunswick   1999 — 2004
Economics

Rutgers University-New Brunswick
Economics

Daniel Babayan Daniel Babayan Greater New York City Area Details
Daniel Babayan's Wells Fargo Advisors Experience July 2010 - April 2014
Job SecuritiesBased Lending Platform Development, Wealth Management, Sales
Industry Financial Services
Experience
UBS Wealth Management  December 2014 - Present
BetterDebt   April 2014 - December 2014
Wells Fargo Advisors   July 2010 - April 2014
Dow Jones  July 2009 - July 2010
Advisors Asset Management, Inc.   March 2009 - July 2009
Bear Stearns  May 2007 - July 2008
Merrill Lynch  April 2004 - May 2007
Merrill Lynch  2001 - 2004
Paytrust.com   September 1999 - July 2001
Merrill Lynch  1995 - 1999

Skills
Sales, Technology Management, Wealth Management, Product Development, Risk Management, Securities Lending, Strategy, Leadership, Financial Services, Business Analysis, Investments, Loans, Banking, Management, Start-ups, Market Data, Portfolio Management, Fixed Income, Business Development, Asset Management, Series 7, Securities, Analytics, Series 63, Financial Advisory, Structured Products, Equities, Finance, Mutual Funds, Product Management, Product Marketing, Alternative Investments, Investment Brokerage

Education
Rutgers University-New Brunswick
BA, Economics

Rutgers University-New Brunswick
Bachelor's degree, Economics

Nicole Norton Nicole Norton Greater St. Louis Area Details
Nicole Norton's Wells Fargo Advisors Experience March 2012 - September 2015
Job Risk Management I Process Reengineering I Strategic Leadership
Industry Information Technology and Services
Experience
Wells Fargo  August 2015 - Present
Wells Fargo Advisors   March 2012 - September 2015
Panera Bread  March 2009 - March 2012
Wachovia  May 2008 - April 2011
Perficient  November 2005 - May 2008
SBC  June 2000 - November 2005

Skills
Integration, Process Improvement, Program Management, SQL, Project Management, Management, Testing, Visio, Windows, Business Analysis, Software Development, Strategy, Quality Assurance, Analysis, Consulting, Quality Center, Networking, Project Planning, Budgets, SDLC, Vendor Management, Leadership, Team Building, Requirements Analysis, Enterprise Software, Cross-functional Team..., IT Strategy, Test Planning, Business Intelligence, Agile Methodologies

Education
Saint Louis University   1995 — 2000
Bachelor of Science, Business Administration

Helen Edwards Helen Edwards Boston, Massachusetts Details
Helen Edwards's Wells Fargo Advisors Experience June 2012 - August 2012
Job Search Marketing Analyst at WordStream
Industry Higher Education
Experience
WordStream  May 2015 - Present
WordStream  June 2014 - May 2015
Hill Holliday  January 2014 - April 2014
Wells Fargo Advisors   June 2012 - August 2012

Skills
SEM, Google Analytics, Integrated Marketing, Google Adwords, Digital Media, Analysis, Marketing, PPC, Start-ups, Entrepreneurship, Digital Marketing, Social Media Marketing, Advertising, Social Networking, Online Advertising

Education
Suffolk University
Bachelor's Degree, Marketing & Entrepreneurship, Cumulative GPA : 4.0

Saint Anselm College

Dennis Tuan Dennis Tuan Greater Philadelphia Area Details
Dennis Tuan's Wells Fargo Advisors Experience December 2010 - March 2011
Job Area Leader at Zoomer
Industry Logistics and Supply Chain
Experience
Simply Shabu   July 2013 - June 2015
The Bank of Princeton  August 2012 - July 2013
OTAFood.com   January 2012 - August 2012
AXA Advisors  March 2011 - January 2012
Wells Fargo Advisors   December 2010 - March 2011
JPMorgan Chase & Co.   June 2010 - December 2010

Skills
Financial Analysis, Business Development, Market Analysis, Investments, Entrepreneurship, Business Strategy, Data Analysis, Chinese, Business Planning, Risk Management, Start-ups, Portfolio Management, Due Diligence, Executive Management, Customer Service

Education
Rutgers University-New Brunswick   2006 — 2010
Bachelor of Science (B.S.), Economics, Statistics

Alex Wenthe Alex Wenthe Spring Lake, New Jersey Details
Alex Wenthe's Wells Fargo Advisors Experience March 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2009 - Present

Skills
Investments, Investment Strategies, Variable Annuities, Fixed Annuities, Life Insurance, Mutual Funds, Retirement Planning, Insurance, Retirement, Disability Insurance, 401k Rollovers, Small Business, IRAs, Asset Allocation, Financial Advisory, 401k, Saving for Education

Education
Rutgers University   2004 — 2008
Communication, Economics

Christian Brothers Academy   1999 — 2003

Derek Vest Derek Vest Greater Salt Lake City Area Details
Derek Vest's Wells Fargo Advisors Experience 2011 - 2014
Job CMO, SVP Marketing. Reaping Millions from Mobile Apps, Analytics, Social Media, Consumer Insights. FortuneRanked Brands
Industry Marketing and Advertising
Experience
Wells Fargo Advisors   2011 - 2014
Experian Consumer Direct  2010 - 2011
Basic Research  2008 - 2010
CUSA Technologies, Another Fiserv Connection   2005 - 2007

Skills
Marketing, Strategy, CRM, Analytics, Direct Marketing, Management, Advertising, Integrated Marketing, Leadership, Strategic Planning, Online Marketing, Marketing Strategy, Product Marketing, E-commerce, Technology Management, Email Marketing, Public Relations, SEO, Forecasting, Finance, Databases, Database Marketing, Data Analysis, Business Development, Digital Marketing, Insurance, Telecommunications, IT Strategy, Program Management, Budgets, Research, Cross-functional Team..., Mobile Applications, Financial Advisory, Consumer Packaged Goods..., Salesforce.com, Market Research, Marketing Management, Segmentation, Customer Acquisition, Product Development, New Business Development, Business Intelligence, Multi-channel Marketing, PPC, Strategic Partnerships, Competitive Analysis, Lead Generation, Product Management, Project Management

Education
Center for Creative Leadership
Developing the Strategic Leader

Saint Louis University
BS, Marketing, Management Information Systems (MIS)

Washington University in St. Louis - Olin Business School
Executive MBA in Progress

Lea Saccomanno Lea Saccomanno Marlton, New Jersey Details
Lea Saccomanno's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2015 - Present
Douglass Developmental Disabilities Center  July 2012 - August 2014
Stepping Forward Counseling Center  September 2011 - February 2012

Skills
Retirement Planning, Asset Allocation, Estate Investment..., Financial Services, Investments, Special Needs Planning, Special Needs..., Psychology

Education
Rutgers University-New Brunswick   2008 — 2012
Bachelor’s Degree, Psychology

The University of Queensland   2011 — 2011
Psychology

Holy Cross High School

Alina Bakieva Alina Bakieva Greater St. Louis Area Details
Alina Bakieva's Wells Fargo Advisors Experience May 2014 - Present
Job Intern, Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   May 2014 - Present
In & Out Auto Plaza LLC   October 2011 - February 2014
TALX  January 2011 - November 2011
Art Plaza Motors   2011 - 2011

Skills
Customer Service, Leadership, Business Development, Management, Project Management, Business Analysis, Account Management, Process Improvement, Team Leadership, CRM, Entrepreneurship, Microsoft Office, Business Strategy, Banking, Investments, Marketing, Sales, Team Building, Risk Management, PowerPoint, Social Media, Budgets, Research, Social Networking, Marketing Strategy, Solution Selling

Education
Saint Louis University   2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General

Fort Zumwalt South High School
High School Diploma, General Studies

Robert Mihok Robert Mihok Greater New York City Area Details
Robert Mihok's Wells Fargo Advisors Experience September 2010 - October 2011
Job Database Manager at Harrison Scott Publications
Industry Law Practice
Experience
Harrison Scott Publications  September 2013 - Present
Hawkins Delafield & Wood LLP  October 2011 - September 2013
Wells Fargo Advisors   September 2010 - October 2011
Wells Fargo Advisors   May 2009 - August 2009
Lakeland Bank  May 2008 - August 2008

Skills
Database Administration, Excel, Databases, Online Research, Data Entry, Data Analysis, Financial Analysis, Investments, Microsoft Excel, Financial Modeling, Microsoft Office, Fixed Income, Microsoft Word, PowerPoint, Research, Finance, Management, Word, Customer Relations, Analysis, Access, New Business Development

Education
Rutgers, The State University of New Jersey-New Brunswick
BS, Finance

Chase Lenz Chase Lenz Greater Minneapolis-St. Paul Area Details
Chase Lenz's Wells Fargo Advisors Experience December 2010 - November 2011
Job Realtor/ Financial Advisor at Scot Pekarek Real Estate
Industry Financial Services
Experience
Scot Pekarek Real Estate   August 2012 - Present
Wells Fargo Advisors   December 2010 - November 2011
Self  June 2010 - May 2011
Edward Jones  May 2007 - June 2010

Skills
Investments, Series 7, Portfolio Management, Equities, Trading, Condos, Strategic Selling, Real Estate, Sellers, Listing Homes, Single Family Homes, Residential Homes, Investment Properties, Real Estate Transactions, Negotiation, First Time Home Buyers, Mutual Funds, Finance, Asset Allocation, Insurance, Options, Selling, Sales

Education
Saint John's University   2003 — 2007
Bachelors, Business Management/Finance

Michelle Mackin Michelle Mackin Westfield, New Jersey Details
Michelle Mackin's Wells Fargo Advisors Experience September 2014 - Present
Job Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2014 - Present
SmartTrust®  May 2013 - September 2014
AXA Advisors  May 2012 - February 2013

Skills
Sales, Customer Service, Management, Series 7, Series 66, Series 63, Relationship Management, Microsoft Office, Communication, Microsoft Excel, Public Speaking, Cold Calling

Education
Rutgers University-New Brunswick   2009 — 2012
Bachelor of Arts (B.A.), Psychology

Rutgers University-New Brunswick   2009 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies

West Chester University of Pennsylvania   2008 — 2009

Staci Shelton Staci Shelton Saint Louis, Missouri Details
Staci Shelton's Wells Fargo Advisors Experience July 2014 - Present
Job Securities Operations Service Specialist
Industry Financial Services
Experience
Wells Fargo Advisors   July 2014 - Present
House of Deliverance   April 2013 - Present
Kforce Inc  December 2013 - July 2014
Kforce Inc  May 2013 - July 2014
Redevelopment Opportunities For Women  March 2012 - March 2013
Saint Louis University  April 2011 - March 2012
Mission Continues   June 2011 - December 2011
House of Deliverance Church   May 2010 - April 2011
Sheraton St. Louis City Center  May 2005 - April 2009

Skills
Customer Service, Volunteer Management, Social Media Marketing, Volunteer Recruitment, Training, Hospitality, Recruiting, Public Speaking, Non-profits, Grant Writing, Social Media, Event Planning, Leadership, Fundraising, Nonprofits, Program Development, Community Outreach, Conflict Resolution, Mental Health, Social Services, Administration, Policy, Time Management, Public Policy, Management, Community Development, Philanthropy, Program Evaluation, Leadership Development, Community Organizing, Volunteer Recruiting, Policy Analysis, Public Relations

Education
University of Missouri-Saint Louis   2013 — 2015
Political Science, Senior

Saint Louis University   2010 — 2012
Public Health, Junior

Saint Louis Community College-Forest Park   2008 — 2010
Baking and Pastry Arts/Baker/Pastry Chef

Andre Craig Andre Craig Greater St. Louis Area Details
Andre Craig's Wells Fargo Advisors Experience November 2012 - June 2013
Job Marketing and Advertising Coordinator
Industry Marketing and Advertising
Experience
Anheuser-Busch  July 2013 - March 2014
Wells Fargo Advisors   November 2012 - June 2013
St. Louis Rams  March 2011 - March 2012
MetLife  June 2008 - August 2010

Skills
Sales, Insurance, Time Management, Marketing, Marketing Strategy, Social Media Marketing, Marketing Communications, Advertising, Market Research, Social Media, Account Management, New Business Development, Direct Marketing, Digital Marketing, Business Development

Education
Saint Louis University   2007 — 2011
Bachelor of Science in Business Administration, Marketing

Saint Louis University High School   2003 — 2007
Marketing

Brianna Carolan Brianna Carolan Greater New York City Area Details
Brianna Carolan's Wells Fargo Advisors Experience June 2014 - August 2014
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  May 2015 - Present
Paragon Management Group  January 2015 - April 2015
Sacred Heart University  August 2014 - December 2014
Wells Fargo Advisors   June 2014 - August 2014
Sacred Heart University  August 2013 - May 2014
Sacred Heart University  June 2013 - December 2013

Education
Sacred Heart University   2012 — 2016
Bachelor of Science (B.S.), Finance and Business Administration, Senior, GPA to date: 3.96

Rick Flom, CRPC Rick Flom, CRPC Sacramento, California Area Details
Rick Flom, CRPC's Wells Fargo Advisors Experience June 1996 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors   June 1996 - Present
M L Stern & Co   June 1983 - June 1996

Skills
Investments, Retirement Planning, Relationship Management, Investment Strategies, Asset Allocation, Retirement, Mutual Funds, Tax Free Bonds, Securities, Equities, Financial Services, Financial Analysis, Public Speaking

Education
Holds Series 7, 63, 65 registrations

St. John's University
B.A., Liberal Arts

Casper Scott Yost Casper Scott Yost Saint Louis, Missouri Details
Casper Scott Yost's Wells Fargo Advisors Experience September 2012 - Present
Job Practice Management Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   September 2012 - Present

Skills
Strategic Planning, Business Development, Finance, Business Planning, Small Business, Marketing Strategy, Practice Management, Succession Planning, Business Coaching

Education
Washington University in St. Louis
Master of Laws (LL.M. Tax)

Saint Louis University
Doctor of Law (J.D.)

Saint Louis University
B.S.B.A., Accounting

Horton Watkins (Ladue) High School

Brendan Duggan Brendan Duggan Glendale, Arizona Details
Brendan Duggan's Wells Fargo Advisors Experience February 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2013 - Present
Edward Jones  November 2001 - February 2013
Charles Schwab  March 1999 - October 2001

Skills
Retirement Planning, Investments, 401k Rollovers, Mutual Funds, Retirement, 401k, ETFs, Public Speaking, Bonds, Retirement Plan..., Investment Planning, Retirement Income..., Retirement Solutions, Stocks, Retirement Plan..., Financial Markets, Stock Market, Asset Allocation, Business Owner Planning, Financial Advisory, Financial Services, Fixed Income Strategies, Investment Strategies, Insurance, Relationship Management, Risk Management

Education
Saint Louis University   1995 — 1998
Finance, General

Shawnee senior high

Shawnee senior high

Shawnee senior high

University of Phoenix
Business Management

Justin Playdon Justin Playdon Sarasota, Florida Area Details
Justin Playdon's Wells Fargo Advisors Experience August 2012 - December 2012
Job Business Development SEO | SEM | SMM
Industry Maritime
Experience
Pristine Marine   May 2013 - Present
Florida Shrink Wrap   May 2013 - Present
SEO SEM SMM   January 2011 - Present
Wells Fargo Advisors   August 2012 - December 2012
Coverago   2011 - 2012
JPMorgan Chase  2010 - October 2011
North Shore Financial Group, An Office of MetLife  2009 - 2010

Skills
Investments, Financial Modeling, Series 7, Financial Analysis, Investment Banking, Business Development

Education
Sacred Heart University John F. Welch School of Business   2005 — 2009
Bachelor of Science (BS), Finance and Administration (Dual Major)

Sacred Heart University   2005 — 2009
Bachelor of Science (BS), Finance

Eric Miner Eric Miner Greater St. Louis Area Details
Eric Miner's Wells Fargo Advisors Experience September 2014 - Present
Job Business System Consultant at Signature Consultants
Industry Information Technology and Services
Experience
Wells Fargo Advisors   September 2014 - Present
Signature Consultants / Wells Fargo Advisors   September 2013 - September 2014
BJC HealthCare  June 2005 - August 2013
May Department Stores Company  August 2004 - June 2005
A.G. Edwards & Sons, Inc.   September 1997 - August 2004

Skills
Process Improvement, Software Documentation, Analysis, Testing, Visio, Access, Business Analysis, Oracle, Business Objects, SharePoint, Requirements Gathering, Crystal Reports, Project Management, Management, Business Intelligence, Training

Education
Saint Louis University   1996 — 1998
BS

Andrew Agosta, CFP® Andrew Agosta, CFP® Greater Chicago Area Details
Andrew Agosta, CFP®'s Wells Fargo Advisors Experience October 2010 - September 2014
Job ETF & SMA Specialist at First Trust
Industry Financial Services
Experience
First Trust  October 2014 - Present
Wells Fargo Advisors   October 2010 - September 2014
Wells Fargo Advisors   August 2008 - October 2010
Insol, LLC   January 2006 - August 2008

Skills
Asset Allocation, Investments, Account Management, Investment Strategies, Investment Advisory, Business Development, Mutual Funds, Alternative Investments, Portfolio Management, ETFs, Management, Retirement Planning, Relationship Management, Retirement, 401k Rollovers, Online Marketing, Financial Analysis, Concentrated Stock..., Deferred Compensation..., Estate Investment..., Stock Analysis, Deferred Compensation

Education
Saint Louis University   2007 — 2009
Master of Business Administration (MBA)

University of Missouri-Columbia, College of Business   2001 — 2005
Bachelor's degree, Finance/Real Estate

FINRA Series 7 and 66 Registration

David Berger David Berger Charlotte, North Carolina Area Details
David Berger's Wells Fargo Advisors Experience February 2013 - April 2013
Job Sr. Analytics Manager at TIAACREF
Industry Internet
Experience
TIAA-CREF  May 2015 - Present
DividingPointe   June 2005 - Present
TIAA-CREF  January 2014 - May 2015
Ally Financial Inc.  April 2013 - January 2014
Wells Fargo Advisors   February 2013 - April 2013
Modis Consulting  March 2012 - February 2013
FASTSIGNS  September 2010 - February 2012
SportingNews.com   August 2007 - June 2009
CDS Global  July 2005 - August 2007
Hearst Magazines  July 2004 - June 2005

Skills
Online Marketing, Email Marketing, Omniture, Site Catalyst, Google Analytics, Google Adwords, Social Media Marketing, E-commerce, Landing Page..., SEO, SEM, Search Advertising, Budgeting, Forecasting, Data Analysis, Online Advertising, Budgets, Leadership, Direct Marketing, Business Development, Web Analytics, Advertising, Entrepreneurship, Digital Media, Sales, Marketing Strategy, Integrated Marketing, Publishing, Marketing, PPC, Strategy, Analytics, Management, Creative Direction, Web Marketing, Product Development, Website Development, Media Planning, Web Development, Mobile Marketing, Lead Generation, Digital Marketing, Market Planning, Customer Acquisition, Strategic Partnerships, Digital Strategy, Interactive Marketing

Education
Rutgers University   1987 — 1991
BA, English, Economics

Kevin Connelly Kevin Connelly Greater Philadelphia Area Details
Kevin Connelly's Wells Fargo Advisors Experience June 2013 - August 2013
Job Underwriting Intern at Philadelphia Insurance Companies
Industry Financial Services
Experience
Saint Joseph's University  September 2013 - May 2015
Philadelphia Insurance Companies  June 2014 - August 2014
Wells Fargo Advisors   June 2013 - August 2013

Skills
Underwriting, Property & Casualty..., Insurance, General Insurance, Risk Management, Financial Analysis, Actuarial Science, Financial Risk, Access, Microsoft Excel, Life Insurance, Bloomberg, Health Insurance, Financial Modeling, PowerPoint, Finance, Employee Benefits, Microsoft Word, Outlook, Data Analysis, Team Leadership

Education
Saint Joseph's University   2011 — 2015

Salesianum School   2007 — 2011

Jordan Rozany Jordan Rozany Greater New York City Area Details
Jordan Rozany's Wells Fargo Advisors Experience August 2007 - October 2011
Job Founder of iDistribute
Industry Consumer Services
Experience
iDistribute   December 2012 - Present
iColor Workshop   September 2011 - September 2014
Wells Fargo Advisors   August 2007 - October 2011
MBF Clearing Corp.  June 2004 - September 2005

Skills
Entrepreneurship, Start-ups, Small Business, Marketing Strategy, New Business Development, Social Media, Social Media Marketing, Online Advertising, E-commerce, Marketing, Online Marketing, Business Strategy, SEO, Strategic Planning, Business Development, Social Networking, Coaching, Team Building, Public Speaking, Strategic Partnerships

Education
Rutgers, The State University of New Jersey-New Brunswick   2002 — 2006

Edward Steska Edward Steska Greater St. Louis Area Details
Edward Steska's Wells Fargo Advisors Experience September 2010 - Present
Job AVPFutures Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   September 2010 - Present
Wells Fargo Advisors   August 2008 - September 2010
Wachovia Securities  August 2008 - May 2009
Thomson Reuters  March 2005 - August 2008

Skills
Trading, Commodity, Financial Services, Financial Risk, Options, Derivatives, Financial Markets, Trading Systems

Education
Saint Louis University
B.S., Finance

CBC High School   1995 — 1999

Christopher Mortimer Christopher Mortimer Washington D.C. Metro Area Details
Christopher Mortimer's Wells Fargo Advisors Experience September 2008 - November 2011
Job Regional Vice President at Vest Financial
Industry Financial Services
Experience
Vest Financial   August 2015 - Present
ProShares  November 2011 - July 2015
Wells Fargo Advisors   September 2008 - November 2011
Smith Barney  May 2007 - August 2007

Skills
Series 7, Securities, Investments, Mutual Funds, Financial Analysis, Alternative Investments, Finance, Series 63, Asset Allocation, Portfolio Management, Asset Management, Wealth Management, Equities, Retirement Planning, Hedge Funds, Investment Strategies

Education
Saint Joseph's University   2004 — 2008
Bachelor of Arts, Economics

Gonzaga College High School   2000 — 2004

Andi Naqellari Andi Naqellari Greater St. Louis Area Details
Andi Naqellari's Wells Fargo Advisors Experience October 2011 - March 2013
Job Express Scripts
Industry Pharmaceuticals
Experience
Wells Fargo Advisors   October 2011 - March 2013
ING  October 2010 - May 2011
ING  November 2009 - October 2010

Skills
Microsoft Excel, Access, Data Analysis, Analysis, VBA, VB.NET, SDLC, SQL, SAP BI, Leadership, Management, Project Management, Strategic Planning, Team Leadership, Integration, Team Building, Process Improvement, Report Writing, Risk Management, SharePoint, Business Analysis, Financial Analysis, Financial Modeling, Finance, Accounting, Investments, Sarbanes-Oxley Act, Account Reconciliation, HTML, XML, Requirements Analysis, Requirements Gathering

Education
Saint Louis University   2005 — 2009

Harry Lam Harry Lam Greater St. Louis Area Details
Harry Lam's Wells Fargo Advisors Experience March 2014 - Present
Job Trading Compliance at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2014 - Present
Wells Fargo Advisors, LLC  November 2009 - March 2014
Wachovia Securities  September 2008 - November 2009

Skills
Series 7, Securities, Mutual Funds, Wealth Management, Investment Advisory, Equities, Asset Allocation, Series 24, Equity Trading, Fixed Income, Retirement Planning, Uniform Combined State...

Education
Saint Louis University   2009 — 2012
MBA, Finance

University of Missouri-Saint Louis   2006 — 2008
Finance Economics, cum laude

University of Missouri-Columbia   1994 — 1998
Chemical Engineering

Toby Alexander Toby Alexander Greater St. Louis Area Details
Toby Alexander's Wells Fargo Advisors Experience October 2007 - Present
Job Tech Lead
Industry Financial Services
Experience
Wells Fargo Advisors   October 2007 - Present
A.G. Edwards & Sons, Inc.   May 1997 - October 2007

Skills
IBM BPM, .NET, Oracle SQL, SOA, Web Services, Workflow Applications, BPMN, C# 4.0, Agile Methodologies, Business Process..., Integration, C#

Education
Saint Louis University   1994 — 1999
BSBA, Finance, MIS

Adam Ackerburg Adam Ackerburg Greater St. Louis Area Details
Adam Ackerburg's Wells Fargo Advisors Experience January 2009 - December 2013
Job Municipal Underwriter at Edward Jones
Industry Financial Services
Experience
Edward Jones  December 2013 - Present
Wells Fargo Advisors   January 2009 - December 2013
Wachovia Securities, LLC  October 2007 - December 2008
A.G. Edwards   1989 - 2007

Skills
Series 7, Series 63, series 53, Investments, Securities, Portfolio Management, Bonds, Fixed Income, Asset Management, Trading, Financial Analysis, Bloomberg, Capital Markets, Wealth Management, Mutual Funds, Financial Modeling, Equities, Asset Allocation, Management, Alternative Investments, Finance

Education
Saint Louis University   1990 — 1995
MBA, Economics, Finance

University of Missouri-Columbia   1984 — 1988
Bachelor of Arts (B.A.), Economics

Bradley Bevington Bradley Bevington Greater St. Louis Area Details
Bradley Bevington's Wells Fargo Advisors Experience 2013 - Present
Job Business Initiatives Manager at Wells Fargo Advisors
Industry Investment Banking
Experience
Wells Fargo Advisors   2013 - Present
Wells Fargo Advisors   2009 - 2012
Wells Fargo Advisors   2008 - 2012
Wachovia Securities  2006 - 2009
A.G. Edwards & Sons, Inc.   2004 - 2006
A.G. Edwards & Sons, Inc.   2001 - 2004
Auffenberg Dealer Group  1998 - 1999

Skills
Performance Reporting, Performance Measurement, Customer Experience, Project Management, Financial Reporting, Application Lifecycle..., Auditing, Business Continuity..., Salesforce.com, Internal Controls, Data Mining, Financial Analysis, Management, Business Innovation, Customer Acquisition, Customer Retention, Risk Management, Financial Modeling, Relationship Management, Business Process..., Business Strategy, Corporate Actions, International Tax, Tax Reporting, Financial Statements, Investments, Customer Service, FATCA

Education
Saint Louis University   2000 — 2003

Southern Illinois University, Carbondale   1999 — 2000

Amolika Desai Amolika Desai Orlando, Florida Area Details
Amolika Desai's Wells Fargo Advisors Experience December 2004 - September 2009
Job Experienced Banking Professional
Industry Financial Services
Experience
Wells Fargo Advisors   December 2004 - September 2009
ABN AMRO  1999 - 2002

Skills
Business Analysis, Business Intelligence, Vendor Management, SDLC, Risk Management, Requirements Analysis

Education
Saint Joseph's University - Erivan K. Haub School of Business   2002 — 2004

Scott Musgjerd Scott Musgjerd Greater Minneapolis-St. Paul Area Details
Scott Musgjerd's Wells Fargo Advisors Experience July 2001 - December 2004
Job Financial Advisor/Sr. Vice President/Sr. Portfolio Manager at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS  February 2005 - Present
Wells Fargo Advisors   July 2001 - December 2004
TCF Bank  June 1997 - July 2001

Skills
Asset Allocation, Asset Management, Finance, Investments, Wealth Management, Retirement Planning, Portfolio Management, Series 7, Financial Services

Education
Saint John's University   1993 — 1997

Hopkins High School

Dan Brueggeman Dan Brueggeman Greater St. Louis Area Details
Dan Brueggeman's Wells Fargo Advisors Experience March 2008 - Present
Job First Vice PresidentSenior Equity Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   March 2008 - Present
A.G. Edwards   March 2003 - March 2008
AG Edwards  December 1995 - March 2003
Edward Jones  March 1993 - December 1995

Education
Saint Louis University   1995 — 1997
MBA

University of Missouri-Saint Louis   1989 — 1993
BSBA, Finance

Christine Cofer Christine Cofer Greater St. Louis Area Details
Christine Cofer's Wells Fargo Advisors Experience 2005 - Present
Job Manager, Best Practices Equity Trading at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   2005 - Present

Education
Saint Louis University   1989 — 1993
BSBA, Finance, MIS

Bill Waeckerle Bill Waeckerle Greater St. Louis Area Details
Bill Waeckerle's Wells Fargo Advisors Experience January 2015 - Present
Job Finance Manager at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   January 2015 - Present
Wells Fargo Advisors   August 2013 - January 2015
Wells Fargo Advisors   July 2012 - August 2013
Kellwood Company  May 2009 - November 2012
Banc of America Investments  February 2008 - March 2009
Macy's  May 2005 - February 2008

Skills
Strategic Financial..., Trend Analysis, Microsoft Excel, Financial Analysis, Finance, Analysis, Forecasting, Retail

Education
Saint Louis University   2009 — 2011
MBA, Management

Truman State University   2001 — 2005
BS, Finance and Economics

Ankur Brahmbhatt Ankur Brahmbhatt Greater St. Louis Area Details
Ankur Brahmbhatt's Wells Fargo Advisors Experience June 2014 - Present
Job IT Architect
Industry Information Technology and Services
Experience
Wells Fargo Advisors   June 2014 - Present
Charter Communications  October 2013 - September 2014
Charter Communications  October 2010 - October 2013
Daugherty Business Solutions  June 2009 - October 2010
Wachovia Securities, LLC  May 2007 - June 2009
A.G. Edwards & Sons, Inc.   March 2005 - May 2007
A.G. Edwards & Sons, Inc.   March 2001 - March 2005
World Wide Technology  July 1999 - February 2001

Skills
Weblogic, Tomcat, XML, Java, SQL, Architecture, SDLC, Java Enterprise Edition, Software Development, SOA, JavaScript, Integration, Agile Methodologies, Oracle, Web Services, Requirements Analysis, WebLogic

Education
Saint Louis University   1997 — 2000
Bachelor of Arts, Computer Science

Union University   1995 — 1997
BA / BS, Computer Science

St. Anne's High School   1990 — 1995

Anna Galazka Anna Galazka Greater New York City Area Details
Anna Galazka's Wells Fargo Advisors Experience May 2005 - Present
Job Sr. Compliance Officer at Major Brokerage Firm
Industry Financial Services
Experience
Wells Fargo Advisors   May 2005 - Present
Wachovia Securities  August 2002 - May 2005

Skills
Series 7, Series 63, Securities, FINRA, Uniform Combined State..., AML, Risk Management, Mutual Funds, Financial Services, KYC, Equities, OFAC, Wealth Management, Investment Advisory, Dependable Team Player, Team Building, Time Management, Project Planning, Strategic Planning, Team Leadership, Close Attention to..., Project Coordination

Education
Rutgers, The State University of New Jersey-New Brunswick   2003 — 2007
MBA, Management

Rutgers, The State University of New Jersey-Newark   2003 — 2007
BA - Economics, MBA, Management

Kevin Nohilly Kevin Nohilly Holmdel, New Jersey Details
Kevin Nohilly's Wells Fargo Advisors Experience August 2002 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   August 2002 - Present

Education
Rutgers University-New Brunswick   1989 — 1995

Angie Horstmann Angie Horstmann Greater St. Louis Area Details
Angie Horstmann's Wells Fargo Advisors Experience November 2008 - Present
Job Business Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2008 - Present

Education
Saint Louis University   1996 — 2000
BSBA, Finance

Bill Rutherford Bill Rutherford Greater New York City Area Details
Bill Rutherford's Wells Fargo Advisors Experience July 2013 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 2013 - Present
Omega Financial   August 2000 - December 2012

Skills
Project Management, Strategic Planning, Microsoft Excel, Leadership, Public Speaking, Coaching, Change Management, Process Improvement, Team Building, Management, Program Management, Budgets, Business Development, Leadership Development, Marketing, Nonprofits, Organizational..., Research, Training

Education
Rutgers University-New Brunswick

Mike Maroccia Mike Maroccia Greater Philadelphia Area Details
Mike Maroccia's Wells Fargo Advisors Experience November 2007 - Present
Job Private Banker at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   November 2007 - Present
Countrywide Home Loans  November 2004 - September 2007
Accredited Home Lenders  2001 - 2004

Skills
Investments, Mutual Funds, Mortgage Lending, Mortgage Banking, Fixed Annuities, Securities, Life Insurance, Financial Advisory, IRAs, Loans, Credit, Loan Origination

Education
Rutgers University – Camden   1978 — 1982
BS, Accounting/Finance

Joe Buffa Joe Buffa Greater St. Louis Area Details
Joe Buffa's Wells Fargo Advisors Experience October 2008 - Present
Job Research Analyst at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   October 2008 - Present
Gallatin Asset Management   April 2004 - October 2008

Education
Saint Louis University   2005 — 2008
Master of Science in Finance

Saint Louis University   1998 — 2003

Lee Minsk Lee Minsk Greater New York City Area Details
Lee Minsk's Wells Fargo Advisors Experience February 2009 - April 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  May 2013 - Present
Wells Fargo Advisors   February 2009 - April 2013

Skills
Retirement Planning, Investments

Education
Rutgers University-New Brunswick   1996 — 2000

Newark Academy   1991 — 1995

LaVell Jones LaVell Jones Greater St. Louis Area Details
LaVell Jones's Wells Fargo Advisors Experience 1999 - 2011
Job Sr. Business Analyst
Industry Financial Services
Experience
Bradford & Galt  September 2011 - Present
Wells Fargo Advisors   1999 - 2011
Business Information Management   March 2009 - March 2010
Wachovia Securities  February 2008 - January 2010
A.G. Edwards & Sons, Inc.   November 1998 - February 2008

Skills
SDLC, Business Analysis, Business Intelligence, Project Management, Visio, Team Leadership, Requirements Analysis, Risk Management, Quality Assurance, Analysis, Testing, Management, Project Planning, Software Project..., Vendor Management, SharePoint, Integration, Security

Education
Saint Louis University
BS, Computer Science

Lyle Beck Lyle Beck Greater New York City Area Details
Lyle Beck's Wells Fargo Advisors Experience October 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   October 2013 - Present
Capgemini  November 2006 - October 2013
Emdeon (Parent of WebMD)   December 2005 - October 2006
Tyco Telecommunications  June 2000 - December 2005

Skills
401k Rollovers, Equities, Mutual Funds, Fixed Income Strategies, Financial Analysis, Financial Services, Investment Planning, Retirement Planning, Multi-generational..., Insurance, Tax Efficient Strategies, Tax, Wealth Preservation..., Wells Fargo Advisors is...

Education
Fairleigh Dickinson University-Florham Campus   2008 — 2010
MS, Accounting

Rutgers University-New Brunswick   1998 — 2001
BA, Economics

Morris Knolls HS

Dean Farmer Dean Farmer Greater St. Louis Area Details
Dean Farmer's Wells Fargo Advisors Experience January 2013 - Present
Job Senior Vice President, Strategic Planning Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   January 2013 - Present
Wells Fargo Advisors   2011 - 2012
Wells Fargo Advisors   2009 - 2011
Wells Fargo Advisors   2008 - 2009
Reinsurance Group of America  2007 - 2008
Reinsurance Group of America  2006 - 2007
Reinsurance Group of America  2004 - 2005
Reinsurance Group of America  2003 - 2005
Reinsurance Group of America  2003 - 2003
NetEffects  2002 - 2003

Skills
PMO, Program Management, Project Management, Leadership, Strategy, Mergers & Acquisitions, Management, Strategic Planning, Business Strategy, Risk Management, Project Portfolio..., International Project..., Internal/External..., Organizational Behavior, Off-shore Project..., PMO set-up, PMO Design, PMO Development, Project Management Tools, Series 7

Education
The George Washington University - School of Business   2007 — 2007
Advanced Masters Certificate, Project Management

Saint Louis University   1990 — 1993
Master of Science (M.Sc.), Management Science/International Management

University of Missouri-Saint Louis   1986 — 1988
Bachelor of Science (BSc), Business Administration and Management, General

Garrett Deacon Garrett Deacon Charlotte, North Carolina Area Details
Garrett Deacon's Wells Fargo Advisors Experience 2011 - 2011
Job Software Engineer at Technekes LLC
Industry Computer Software
Experience
Technekes LLC  February 2015 - Present
Duke Energy Corporation  February 2013 - February 2015
Wells Fargo  February 2011 - February 2013
Apex Systems  August 2010 - January 2011
Wells Fargo Advisors   2011 - 2011
S1 Corporation  September 2006 - July 2010
Amdocs  2001 - 2006
DST Innovis  2001 - 2006
Iridian Technologies  1999 - 2000
Primavera Systems  1996 - 1999

Skills
Management, Agile Methodologies, SDLC, Microsoft Office, Program Management, Leadership, SQL, Process Improvement, Business Analysis, Customer Service, Java, Java Enterprise Edition, JavaScript, Core Java, Portlet Development, jQuery, Spring Framework, Spring MVC, Apache Camel, Maven, Tortoise SVN, Github, CVS, DB2, Oracle, Microsoft SQL Server, MySQL, Requirements Analysis, Software Development

Education
Rutgers University-New Brunswick   1982 — 1986
BS, Mechanical Engineering

Rutgers University-New Brunswick   1982 — 1986
Bachelor's degree, Mechanical Engineering

Suzie Asmar-O'Guin Suzie Asmar-O'Guin Greater St. Louis Area Details
Suzie Asmar-O'Guin's Wells Fargo Advisors Experience February 2014 - Present
Job Vice President, Client Insights & Analysis Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   February 2014 - Present
Maritz  July 2013 - February 2014
Maritz  November 2005 - July 2013
Convergys  February 1999 - November 2005

Skills
Loyalty Programs, Analytics, Strategy, Segmentation, Marketing Strategy, Loyalty Marketing, CRM, Marketing, Business Intelligence, Strategic Planning, Business Analysis, Analysis, Integrated Marketing, Strategic Partnerships, Management, Market Research, Competitive Analysis, Cross-functional Team..., Competitive Intelligence, Customer Insight, Marketing Research

Education
Washington University in St. Louis - Olin Business School   2002 — 2005
MBA

Saint Louis University   1997 — 2001
BSBA, Management

Kathleen Bostroem Kathleen Bostroem Greater New York City Area Details
Kathleen Bostroem's Wells Fargo Advisors Experience March 2013 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2013 - Present
DoubleRock Corporation   October 2009 - May 2010
Citigroup  May 2004 - June 2008
Bear Stearns Asset Management  2001 - 2004
JPMorgan Chase  1997 - 2001

Skills
Mutual Funds, Financial Services, Securities, Fixed Income, Asset Allocation, Equities, Alternative Investments, Hedge Funds, Bonds, Private Equity, Insurance

Education
Saint Bonaventure University   1989 — 1993
BBA, Business Administration

Cliff Bastian Cliff Bastian Syracuse, New York Area Details
Cliff Bastian's Wells Fargo Advisors Experience March 2009 - October 2010
Job Accounting Supervisor at BlueRock Energy, Inc
Industry Financial Services
Experience
BlueRock Energy, Inc.   November 2013 - Present
BlueRock Energy, Inc.   November 2013 - May 2014
Duke Energy Corporation  November 2010 - November 2013
Duke Energy Corporation  November 2010 - October 2012
Wells Fargo Advisors   March 2009 - October 2010
Baker & Taylor  October 2007 - November 2008

Skills
Microsoft Excel, PeopleSoft, Vlookup, Business Objects, Crystal Reports, FAS, Accounting, Financial Reporting, Analysis, Account Reconciliation

Education
Saint Bonaventure University   2003 — 2007
Bachelor, Business Information Systems

Mark Schweiss Mark Schweiss Greater St. Louis Area Details
Mark Schweiss's Wells Fargo Advisors Experience September 2000 - August 2004
Job Vice President at Archer Wealth Management
Industry Financial Services
Experience
Archer Wealth Management, LLC   September 2008 - Present
Moneta Group  May 2007 - August 2008
Wealth Enhancement Group  August 2004 - May 2007
Wells Fargo Advisors   September 2000 - August 2004
CliftonLarsonAllen  1990 - 1999

Education
St. John's University   1986 — 1990
Bachelor of Science Degree, Accounting, Magna Cum Laude

Brent Dannelly Brent Dannelly Charlotte, North Carolina Area Details
Brent Dannelly's Wells Fargo Advisors Experience August 2010 - February 2013
Job Wealth, Brokerage, & Retirement Controller Group Bank and Regulatory Reporting Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  February 2013 - Present
Wells Fargo Advisors   August 2010 - February 2013
Wells Fargo Bank  June 2006 - August 2010
Wachovia  August 1998 - June 2006
Wachovia  January 1993 - August 1998
KPMG Peat Marwick  August 1987 - April 1991

Skills
Financial Reporting, Bank Mergers, Regulatory Submissions, Accounting, Budget Forecasts, Acquisition Integration, Internal Controls, Finance, Forecasting, Variance Analysis, Mergers & Acquisitions, Corporate Finance, Banking, Auditing, Account Reconciliation, Financial Analysis, Analysis, Financial Services, Management

Education
Rutgers University-New Brunswick   1983 — 1987
BS, Accounting and Economics

University of North Carolina at Charlotte - Belk College of Business   1994 — 1999
MBA, Commercial Banking and Finance

Brian Gravette Brian Gravette Greater St. Louis Area Details
Brian Gravette's Wells Fargo Advisors Experience Project ManagerWachovia Securities, LLCJanuary 2008 - April 2009
Job Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   Project ManagerWachovia Securities, LLCJanuary 2008 - April 2009
A.G. Edwards & Sons, Inc.   July 2006 - December 2008
A.G. Edwards & Sons, Inc.   September 2001 - July 2006
A.G. Edwards & Sons, Inc.   April 1999 - September 2001
Maritz Travel Company  January 1998 - April 1999
Maritz Travel Company  January 1996 - December 1997
Maritz Travel Company  January 1993 - December 1995
St. Louis Storm Soccer Club LLC,   December 1990 - May 1992

Skills
Business Analysis, SDLC, Requirements Gathering, Requirements Analysis, SQL, IT Strategy, Process Improvement, Visio, Leadership, Project Management, PMP, Enterprise Architecture

Education
Saint Louis University   1986 — 1988
Bachelor's, Communications, emphasis on Public Relations

St. Mary's High School (Dragons)   1980 — 1984

Armando Simoni Armando Simoni Greater St. Louis Area Details
Armando Simoni's Wells Fargo Advisors Experience May 2006 - Present
Job
Industry Financial Services
Experience
Wells Fargo Advisors   May 2006 - Present
A.G. Edwards & Sons, Inc.   May 2004 - May 2006

Education
Saint Louis University   2002 — 2006
B.S.B.A.

K. Eric Crook K. Eric Crook Providence, Rhode Island Area Details
K. Eric Crook's Wells Fargo Advisors Experience Assistant Vice PresidentMerrill LynchMay 1996 - November 2008
Job Associate Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   Assistant Vice PresidentMerrill LynchMay 1996 - November 2008

Education
Rutgers University-New Brunswick
MCRP, City and Regional Planning

University of Washington
BS, Forest Management

Nil De Silva Nil De Silva Greater St. Louis Area Details
Nil De Silva's Wells Fargo Advisors Experience December 2008 - Present
Job Technical Support Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   December 2008 - Present
St. Louis Community College  June 2008 - August 2008
Cejka Search  October 2006 - February 2007
American Express Incentive Services  September 2005 - October 2006

Education
St. Louis Community College   2007 — 2008
Certificate, Information Systems: Computer Network Specialist

Saint Louis University   1996 — 1999
BA, English

Richard J. Massaux Richard J. Massaux Philadelphia, Pennsylvania Details
Richard J. Massaux's Wells Fargo Advisors Experience April 1996 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   April 1996 - Present

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Economics

Ellen Paleopanidis Ellen Paleopanidis Toronto, Canada Area Details
Ellen Paleopanidis's Wells Fargo Advisors Experience 2000 - 2002
Job Senior Analyst Commercial Cards
Industry Banking
Experience
Scotiabank  July 2006 - Present
Scotiabank  February 2006 - June 2006
Scotiabank  2005 - 2005
JPMorgan Chase  2003 - 2004
Wells Fargo Advisors   2000 - 2002
Wells Fargo Advisors   1996 - 2002
Cartier  1995 - 2000

Skills
Banking, Visual Merchandising, Merchandising, Process Improvement, Retail Banking, Investments, Customer Retention, Retail, Credit, Analysis, New Business Development, Portfolio Management, Accounting, Loans, Finance, Wealth Management, Business Development, Mutual Funds, Customer Service

Education
Rutgers University-New Brunswick   1991 — 1993
Bachelors of Science, Business Economics

Edmond Johnson Edmond Johnson Greater St. Louis Area Details
Edmond Johnson's Wells Fargo Advisors Experience 2007 - Present
Job VP, Operations Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   2007 - Present
Genworth Financial  2001 - 2007
Metropolitan Life Insurance Company  1989 - 1997
PennCorp Financials   1985 - 1988

Education
Saint Louis University

Dan Fleming Dan Fleming Ballwin, Missouri Details
Dan Fleming's Wells Fargo Advisors Experience October 2010 - August 2011
Job I am now developing an applications using Access VBA Excel and Sharepoint
Industry Computer Software
Experience
Equifax Workforce Solutions  February 2015 - Present
Yellow Pages St. Louis   September 2013 - February 2014
LMS Logistics  May 2012 - August 2012
NextGen Information Services  October 2011 - January 2012
Wells Fargo Advisors   October 2010 - August 2011
Demand Management, Inc.   February 2010 - September 2010
Boeing  October 2008 - January 2009
Charter Communications  March 2008 - August 2008
Anheuser-Busch  September 2007 - February 2008
Blue Cross Blue Shield Missouri   1999 - 2001

Skills
Engineering, C#, ASP.NET, T-SQL, ETL, Quality Assurance, .NET, JavaScript, Unix, XML, HTML, SQL, Business Analysis, Access, Customer Relations, Databases, Problem Solving, Excel, PL/SQL, Visual Studio, Documentation, Testing, ASP, Sybase, Microsoft Office, Word, Microsoft Excel, Software Development, Test Automation, User Acceptance Testing, Microsoft Word, Software Documentation, EDI, Visio, SDLC, Customer Service, Analysis, Microsoft SQL Server

Education
Saint Louis University   1983 — 1986
Bachelor of Science, Aerospace Engineering

St. Louis University - Parks   1983 — 1986
Bachelors, Avionics

Kevin Ryan Kevin Ryan Charlotte, North Carolina Area Details
Kevin Ryan's Wells Fargo Advisors Experience January 2004 - January 2009
Job Account Executive at Mindseeker, Inc.
Industry Information Technology and Services
Experience
Mindseeker, Inc.   May 2014 - Present
EMC  February 2012 - April 2014
Bank Of America  August 2009 - February 2012
Wells Fargo Advisors   January 2004 - January 2009
Bank of America  August 2003 - January 2004

Skills
Project Management, EMC Storage, Data Domain, Data Center, Data Centre Architecture, Management, Servers, Business Analysis, SharePoint, Vendor Management, SDLC, Visio, Storage, IT Management, Agile Methodologies, Process Improvement, Information Technology, Program Management

Education
Saint Bonaventure University   1999 — 2003
BA, Management

Tonia Mallory Tonia Mallory Richmond, Virginia Area Details
Tonia Mallory's Wells Fargo Advisors Experience December 2013 - Present
Job Securities Ops Service Specialist II Credit/Margin at Wells Fargo Advisors
Industry Legal Services
Experience
Wells Fargo Advisors   December 2013 - Present
Wells Fargo  October 1999 - Present
Wells Fargo  October 1999 - December 2013

Skills
Credit, Customer Service, Microsoft Office, Leadership, Banking, Outlook, Loans

Education
Saint Leo University   2009 — 2012
Bachelor of Arts (BA), Criminal Justice, Major GPA 3.795 - Cumulative 3.764

Alan Beckhard Alan Beckhard Greater St. Louis Area Details
Alan Beckhard's Wells Fargo Advisors Experience 1997 - 2000
Job Pharmaceutical Sales Representative at inVentiv Health / Iroko Pharmaceuticals
Industry Pharmaceuticals
Experience
inVentiv Health  January 2012 - Present
Novartis  2009 - 2011
inVentiv Health  2006 - 2008
DOV Pharmaceutical  2005 - 2006
AllianceBernstein  2004 - 2004
LSI Corporation  2001 - 2003
Wells Fargo Advisors   1997 - 2000
Edward Jones  1995 - 1997
Boeing  1989 - 1993

Education
Saint Louis University   1993 — 1995
MBA

University of Rochester
BS

Brendan Krebs Brendan Krebs Greater Boston Area Details
Brendan Krebs's Wells Fargo Advisors Experience 2015 - Present
Job Regional Business Director Northeast at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   2015 - Present
The GL Group  2014 - 2015
Fisher Investments  2013 - 2014
Merrill Lynch  April 2012 - August 2013
Merrill Lynch  January 2011 - April 2012
Merrill Lynch  May 2008 - January 2011
Merrill Lynch  2007 - 2008
Merrill Lynch  2005 - 2007
Merrill Lynch  1998 - 2005

Skills
Business Development, Leadership & Team..., Sales Operations..., Mentoring & Coaching, Financial Analysis &..., Client Relationship..., Strategic Partnerships..., Sales Process..., Market Penetration &...

Education
St. Joseph's University   1994 — 1998
Bachelor of Science (BS), Finance, General

Steven S. Teti, CRC® Steven S. Teti, CRC® Greater Philadelphia Area Details
Steven S. Teti, CRC®'s Wells Fargo Advisors Experience January 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2009 - Present
Wachovia Securities, LLC  2007 - 2009
A.G. Edwards & Sons, Inc.   1988 - 2007

Education
Rutgers, The State University of New Jersey-Camden
B.A., Business

Bridgette Horack Bridgette Horack Greater St. Louis Area Details
Bridgette Horack's Wells Fargo Advisors Experience April 2013 - September 2013
Job Administrative Assistant Professional Engagement Team at Nestlé Purina North America
Industry Consumer Goods
Experience
Nestlé Purina North America  October 2013 - Present
Wells Fargo Advisors   April 2013 - September 2013
The Consortium for Graduate Study in Management  September 2011 - April 2013
Various Companies in St. Louis area   January 2011 - August 2011
Express Scripts  November 2009 - October 2010
Express Scripts  November 2007 - November 2009
The Roberts Companies  April 2007 - July 2007
Tyco Healthcare  2004 - 2005

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Budgets, Microsoft Office, Access, Event Planning, Process Improvement, Healthcare, Research, Leadership, Marketing, Payroll, Project Management, Spreadsheets, Data Entry, Accounting, Non-profits, Visio, Administrative..., Nonprofits, Management, Administrative...

Education
Saint Louis University   2015 — 2016
Project Management

South County Technical HS   1993 — 1995
HS Diploma, Business Technology Certification

St. Louis Community College

Dominique Israel, CFP Dominique Israel, CFP Greater New York City Area Details
Dominique Israel, CFP's Wells Fargo Advisors Experience 1993 - 1995
Job Financial Consultant at M&T Bank
Industry Financial Services
Experience
M&T Bank  April 2013 - Present
HSBC  2012 - 2013
HSBC  2012 - 2013
Capital One  December 2007 - August 2012
M&T Securities  December 2007 - August 2012
Howard Savings Bank  1989 - 1999
Howard Savings Bank  1989 - 1999
Howard Savings Bank  1989 - 1999
Wells Fargo Advisors   1993 - 1995

Education
Rutgers University-New Brunswick
Bachelor's degree, Sociology

Ayanna Jones Ayanna Jones Greater St. Louis Area Details
Ayanna Jones's Wells Fargo Advisors Experience March 2010 - August 2010
Job Experienced Ofiice Manager
Industry Public Policy
Experience
Wells Fargo Advisors   March 2010 - August 2010
Wells Fargo Advisors   May 2009 - July 2009
Wells Fargo Advisors   April 2009 - May 2009
Wells Fargo Advisors   December 2008 - April 2009
Daedalus Capital, LLC   February 2000 - January 2007

Education
Saint Louis University   2005 — 2007
B.A. in Organizational Studies, Public Administration

Saint Louis University
M.A, Public Administration

Bernie Kwas Bernie Kwas Greater Nashville Area Details
Bernie Kwas's Wells Fargo Advisors Experience SVPFirst American National Bank1977 - 1995
Job V p at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   SVPFirst American National Bank1977 - 1995

Skills
Credit Analysis, Series 7, Commercial Lending, Banking, Portfolio Management, Credit, Loans, Mortgage Lending, Credit Cards, Retail Banking, Investments, Consumer Lending, Commercial Banking, Small Business Lending

Education
Rutgers University-New Brunswick   1981 — 1984
Banking

Mario Kustera Mario Kustera Greater New York City Area Details
Mario Kustera's Wells Fargo Advisors Experience February 2012 - May 2015
Job Branch Service Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Wells Fargo Advisors   February 2012 - May 2015
Merlin Securities  May 2008 - July 2011
PEARSON TULCIN WOLFF INC   October 2001 - July 2007
Merrill Lynch  April 1993 - April 1999

Skills
Securities, Equities, Fixed Income, Options, Hedge Funds, Trading, Middle Office, Prime Brokerage, Institutional, Sell Side, Compliance, Capital Markets, Investments, Customer Relations, Bonds, FX, Settlements, Microsoft Office, Mutual Funds, Private Placements, Equity Trading, Alternative Investments, Stocks, Fixed Income Products, Currency, Back Office, Settlement, DTC, Hedging, Investment Products, Cash, Corporate Actions, Prime, Debt

Education
College of Business Administration   1984 — 1988
Bachelor of Science (BS), Management

St. John's University   1984 — 1988
Bachelor of Science, Business/Managerial Economics

Norm Peters Norm Peters El Paso, Texas Details
Norm Peters's Wells Fargo Advisors Experience August 2004 - December 2010
Job Business Banking Area Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co.   December 2014 - Present
JP Morgan Securities, LLC  March 2012 - December 2014
BBVA Compass  December 2011 - March 2012
Wells Fargo  December 2010 - September 2011
Wells Fargo Advisors   August 2004 - December 2010
JPMorgan Chase  May 1984 - June 2004

Skills
Wealth Management..., Financial Services, Private Banking, Wealth Management, Commercial Banking, Commercial Lending, Asset Allocation, Lines Of Credit, Financial Analysis, Risk Management, Investment Strategies, Asset Management, Management, NASD 9,10,24,7,65,63, Portfolio Management, Investments

Education
Rutgers, The State University of New Jersey-New Brunswick

The University of Texas at El Paso

University of Phoenix

Khaled Moafi Khaled Moafi Rockville, Maryland Details
Khaled Moafi's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   January 2015 - Present
Wells Fargo Bank, N.A.   May 2013 - January 2015
Arete Wealth Management  March 2011 - September 2012

Education
University of Maryland University College   2014 — 2015
Master's Degree, Finance and Financial Management Services

Rutgers University-New Brunswick   2002 — 2006
Bachelor's degree, Criminal Justice and Corrections

Cara Brokaw Cara Brokaw New York, New York Details
Cara Brokaw's Wells Fargo Advisors Experience March 2013 - June 2014
Job Director of Real Estate and Wealth Management at Encore Enterprises
Industry Financial Services
Experience
Encore Enterprises  January 2015 - Present
AXA Advisors  April 2014 - January 2015
Wells Fargo Advisors   March 2013 - June 2014
UWI SIPs   September 2012 - May 2013
John Brokaw & Son, Inc.   January 2010 - September 2012

Skills
Finance, Risk Management, ETFs, Portfolio Management, Investments, Mutual Funds, Wealth Management, Analytics, Economics, Derivatives, Relative Value Trading, Stock Exchange, Market Risk, Options Strategies, Financial Risk, Equities, Public Speaking, Microsoft Word, Customer Service, Social Media, Research, Financial Analysis, Real Estate Financing, Commercial Real Estate, Private Equity

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA), Actuarial Science & Financial Economics, Summa Cum Laude

University of the West Indies Cave Hill
Bachelor of Applied Science (B.A.Sc.), Business & Managerial Economics, Summa Cum Laude

David Welkener David Welkener Saint Louis, Missouri Details
David Welkener's Wells Fargo Advisors Experience 2013 - 2015
Job Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Home Mortgage  June 2012 - Present
Wells Fargo Advisors   2013 - 2015
Wells Fargo Advisors   2013 - 2015
Wells Fargo Advisors   2013 - 2015
Northwestern Mutual  January 2010 - December 2010

Skills
Finance

Education
Saint Louis University   2008 — 2012
Bachelor of Science in Business Administration, Finance

Christian Brothers College High School   2004 — 2008

Ched Church Ched Church Lakewood, New Jersey Details
Ched Church's Wells Fargo Advisors Experience August 2009 - Present
Job First VPInvestment Officer Retired at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   August 2009 - Present

Education
Rutgers University   1948 — 1952
Bachelor of Arts (B.A.), English Language and Literature/Letters

Reyna French Reyna French Florissant, Missouri Details
Reyna French's Wells Fargo Advisors Experience September 2013 - Present
Job IRA Operations Specialist at Wells Fargo Advisors
Industry Higher Education
Experience
Wells Fargo Advisors   September 2013 - Present
Mohela  October 2012 - July 2013
Clayton  January 2012 - January 2013
Maryland Heights, MO   April 2002 - January 2011

Education
University of Missouri-Saint Louis   2008 — 2009

Saint Louis Community College-Forest Park

Dean A. Bellos Dean A. Bellos Philadelphia, Pennsylvania Details
Dean A. Bellos'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

Education
Saint Joseph's University - Erivan K. Haub School of Business

Cyndi Wilson Cyndi Wilson Saint Louis, Missouri Details
Cyndi Wilson's Wells Fargo Advisors Experience July 1999 - Present
Job Administrative Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   July 1999 - Present

Skills
Outlook, Administrative..., Microsoft Excel, Access, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Data Entry, Spreadsheets, Lotus Notes, Office Management

Education
Saint Louis Community College-Meramec

Andrew Scanlan Andrew Scanlan Saint Peters, Missouri Details
Andrew Scanlan's Wells Fargo Advisors Experience December 2013 - Present
Job Computer Operations Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   December 2013 - Present
Charter Communications  May 2011 - June 2013
Edward Jones  2013 - 2013
Charter Communications  May 2009 - May 2011
Charter Communications  August 2007 - May 2009

Skills
Sales Operations, Call Centers, Sales, Customer Retention, Selling, Customer Experience

Education
Saint Louis University   2000 — 2003
Bachelor of Science (BS), Business Administration, Marketing

Charles Craft Charles Craft Saint Louis, Missouri Details
Charles Craft's Wells Fargo Advisors Experience June 2009 - June 2012
Job Branch Manager / Home Office Supervisor at LPL Financial
Industry Financial Services
Experience
LPL Financial  June 2012 - Present
Wells Fargo Advisors   June 2009 - June 2012
CUNA Mutual Group  2001 - 2008

Skills
FINRA Series 4, 7, 9,...

Education
U S Navy   1985 — 1990
Gunners Mate, USS Luce (DDG-38)

Saint Louis University   1982 — 1985
Bachelor of Science (BS), Accounting and Finance

Michael A Vaughn Michael A Vaughn Fenton, Michigan Details
Michael A Vaughn's Wells Fargo Advisors Experience December 2011 - Present
Job Financial Advisor / Vice PresidentInvestments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors   December 2011 - Present
JPMorgan Chase & Co.   September 2005 - December 2011
H&R Block Financial Advisors  May 2001 - September 2005
PaineWebber  2000 - 2001

Skills
Tactical Asset..., Wealth Management, Retirement Planning, Property Management, Investments, Finance, Portfolio Management, Mutual Funds, Financial Services, Insurance, Financial Analysis, Financial Planning, Risk Management

Education
Saginaw Valley State University   1996 — 2000
Bachelor’s Degree, Finance, General

Powers Catholic High School   1991 — 1995
High School

Sparsh Shah Sparsh Shah Greater New York City Area Details
Sparsh Shah's Wells Fargo Advisors Experience May 2011 - May 2012
Job Financial Analyst at PAREXEL
Industry Pharmaceuticals
Experience
PAREXEL  June 2013 - Present
Wells Fargo Advisors   May 2011 - May 2012

Skills
Financial Analysis, Forecasting, Financial Reporting

Education
Rutgers University-New Brunswick
Bachelor of Science (B.S.), Finance

Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (B.S.), Finance

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