Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Tiffany & Co. June 2004 - March 2012
Wells Fargo Advisors March 1998 - March 2004
Education
Ryerson University
Journalism, Communications
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors September 1997 - Present
Skills
Investment Management, Finance, Asset Allocation
Education
Rutgers University-New Brunswick
Richard Stockton College of New Jersey
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors 2005 - Present
Education
Saint Louis University 1989 — 1993
BSBA, Finance, MIS
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
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
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
Wells Fargo Advisors August 2002 - Present
Education
Rutgers University-New Brunswick 1989 — 1995
Wells Fargo Advisors November 2008 - Present
Education
Saint Louis University 1996 — 2000
BSBA, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
Wells Fargo Advisors April 1996 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Economics
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
Wells Fargo Advisors 2007 - Present
Genworth Financial 2001 - 2007
Metropolitan Life Insurance Company 1989 - 1997
PennCorp Financials 1985 - 1988
Education
Saint Louis University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Wells Fargo Advisors August 2009 - Present
Education
Rutgers University 1948 — 1952
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wells Fargo Advisors August 2012 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business
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
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
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
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
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