Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Wells Fargo Advisors October 2008 - Present
Deloitte June 2007 - October 2008
Skills
Series 7, Financial Analysis, Strategic Planning, Risk Management, Customer Service, Internal Controls, Microsoft Office, Financial Modeling, Finance
Education
Saint Louis University 2002 — 2007
Master's of Accountancy, Accounting, Finance
Acorns June 2014 - Present
Wells Fargo Advisors July 2012 - June 2014
Oppenheimer & Co. February 2012 - July 2012
Skills
Sales, Customer Experience, Editing, Customer Acquisition, Banking, Essays, Creative Writing, Investments, Finance, Business Development, Portfolio Management, Mutual Funds, Variable Annuities, Insurance, Series 63, Financial Advisory, Venture Capital, Personal Banking, Stocks, Life Insurance, Mortgage Banking, Credit
Education
San Diego State University-California State University
BA, English Literature
Wells Fargo Advisors April 2011 - Present
US Trust August 2002 - March 2011
Merrill Lynch January 1999 - August 2002
Skills
Team Leadership, Sales Management, Organizational..., Investment Management, Financial Planning, Alternative Investments, Trust Services, Public Speaking, Wealth Management, Strategic Financial..., Estate Planning, Financial Advisory
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management
MBA
San Diego State University-California State University
BA, Economics
American Express OPEN March 2014 - Present
Salesforce.com April 2011 - September 2013
Wells Fargo Advisors February 2008 - November 2010
Lehman Brothers June 2005 - February 2008
Morgan Stanley 1997 - 2005
Fox Sports August 1996 - October 1999
Wells Capital Management 1993 - 1997
Skills
Portfolio Management, Investments, Salesforce.com, Series 7, Asset Managment, Securities, Trading, Capital Markets, Business Strategy, Investor Relations, Business Development, Management, Solution Selling, Executive Management, Corporate Finance, Leadership, Financial Services, Start-ups, Finance, Competitive Analysis, Cold Calling, Venture Capital, Analytics, Fixed Income, Treasury Management, Cash Management, CRM, Strategic Financial..., Wealth Management, SaaS, Sales Management, Sales, Sales Process, Strategy, Cloud Computing, Sales Operations, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business 1987 — 1989
Business Administration, Finance
Saint Mary's College of California 1985 — 1987
Wells Fargo Advisors June 2014 - Present
Edward Jones December 2009 - May 2014
Edward Jones 2006 - 2009
Citi 2004 - 2006
Skills
Trading, Sales, MBA, Relationship Management, Building Relationships, Retirement Planning, Investments, Investment Advisory, Wealth Management, Mutual Funds, Insurance, Series 7, Series 66, Strategic Communications
Education
Saint Louis University 2003 — 2006
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1996 — 2000
Bachelor of Science (BS), Finance, General
Wells Fargo Advisors June 2008 - December 2011
Scottrade January 2007 - May 2008
Skills
Series 7, Series 63, Investments, Fixed Income, Wealth Management, Mutual Funds, Retirement Planning, Asset Allocation, Securities
Education
St. Francis Borgia Regional High School 1994 — 1998
Saint Louis University
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Wells Fargo Advisors February 2014 - Present
Express Scripts May 2013 - November 2013
Express Scripts 2007 - 2013
Express Scripts 2005 - 2007
BJC HealthCare 2003 - 2005
BJC HealthCare 1998 - 2003
RubinBrown LLP 1986 - 1991
Skills
Financial Analysis, Financial Reporting, Forecasting, Budgeting, Mergers, Process Improvement, Financial Modeling, Cross-functional Team..., Accounting, Analysis, Cost Reduction, Team Building, Variance Analysis, Budgets, Mergers & Acquisitions, Internal Controls, Finance, Cost Accounting, Hyperion Enterprise, Managerial Finance, Integration, Essbase, Pricing, Sarbanes-Oxley, Acquisition Integration, Strategic Financial..., Sarbanes-Oxley Act, Business Process..., US GAAP, Auditing, Executive Management, CPA, Corporate Finance, Capital Budgeting, Due Diligence, Financial Accounting, Internal Audit, Business Planning, Risk Management, Business Analysis, Financial Planning
Education
Saint Louis University 1982 — 1986
BS, Accounting
OCHS
Davis Tax and Financial Services January 2002 - Present
Absolute Mortgage a division of Pinnacle Capital Mortgage Corp. March 2014 - Present
Allstate Insurance Agency December 2013 - April 2015
H.D. Vest Financial Services 2008 - December 2013
Metropolitan Mortage Group December 2011 - April 2013
H&R Block January 2002 - May 2007
Wells Fargo Advisors February 1998 - May 2001
Miller Brewing Company January 1983 - May 1988
Skills
Maintaining Strong..., Leading, training and..., Analyzing and problem..., Customer Satisfaction, Strong work ethics, Out-of-the box thinking, Solution and..., Asset Managment, Entrepreneurship, Financial Risk, Key Account Management, Knowledge Management, Key Account Development, Leadership, Loans, Logistics Management, Microsoft Office, New Business Development, Social Networking, Office Management, Problem Solving, Strategic Planning, Twitter, Underwriting, YouTube, Investments, Retirement, Thinking Outside The Box, Retirement Planning, Motivation, USDA, Asset Management, Work Ethic, Insurance, Refinance, Mortgage Lending, FHA
Education
Saint Martin's College / University 1978 — 1980
Bachelors Degree, Business Mgmt / Accounting
Saint Martin's University 1978 — 1980
Bachelors Degree, Business Mgmt / Accounting
San Diego State University-California State University 1977 — 1978
Business Mgmt / Accounting
St. Louis Regional Chamber September 2015 - Present
The Audit Group September 2014 - August 2015
Wells Fargo Advisors November 2013 - August 2014
National Securities August 2013 - November 2013
World Investment News August 2011 - December 2011
The Beacon Newspaper Group May 2010 - August 2010
Saint Louis University April 2008 - May 2008
Saint Louis University April 2008 - May 2008
Skills
Writing, Statistics, Time Series Analysis, Accounting, History of Economic..., Monetary Theory, Econometrics, Economics, International Trade, Numerical Analysis, Linear Programming, Linear Regression, Advertising, Microsoft Office, Research, PowerPoint, Public Speaking, Microsoft Word, Leadership, Spanish, Marketing, Analysis, Customer Service, International Relations, Journalism, Stata, Market Research, Data Analysis, English, Entrepreneurship, French, Social Media, Social Networking, Nonprofits, Qualitative Research, Microsoft Excel, SPSS, Interviews, Translation, Teamwork
Education
Saint Louis University 2014 — 2016
Master of Science (M.S.), Applied Financial Economics, 3.6
Saint Louis University 2008 — 2012
B.A, Communication, Economics, and Business Administration
Acmeware July 2015 - Present
Licking Memorial Health Systems November 2013 - June 2015
MEDITECH June 2010 - June 2013
MEDITECH June 2010 - June 2013
Wells Fargo Advisors February 2010 - May 2010
Newport Preservation Society February 2008 - May 2010
Skills
Customer Satisfaction, PowerPoint, Management, Email Marketing, Microsoft Excel, Organizational..., Meditech, SQL, Software Documentation, Nonprofits, Public Speaking, Databases, Microsoft Word, Social Networking, Consulting, Healthcare Information..., Marketing, Research, Training, Microsoft Office, Customer Service, Sales
Education
Salve Regina University 2006 — 2010
Bachelor of Science, Business Administration
Wells Fargo Advisors January 2011 - January 2015
IBFX July 2006 - December 2010
YRC Worldwide, Inc. September 2005 - June 2006
FedEx Ground 1995 - 2005
Skills
Series 3, FX trading, Financial Analysis, Financial Reporting, Transportation..., Management, Securities, Capital Markets, Options, Operations Management, Derivatives
Education
University of Utah - David Eccles School of Business 2000 — 2002
Bachelor's degree, Finance, General
Salt Lake Community College 1992 — 2000
Associate's degree, Business/Commerce, General
NISA Investment Advisors, L.L.C. February 2015 - Present
Webster University January 2014 - Present
NISA Investment Advisors, L.L.C. March 2013 - January 2015
Registered Investment Advisor March 2010 - February 2013
Wells Fargo Advisors November 2008 - March 2010
Wachovia Securities October 2006 - November 2008
AG Edwards Trust Company June 2004 - October 2006
Education
Webster University
MS, Finance (MSF)
Saint Louis University 1999 — 2003
BSBA, International Business, Minor: Spanish
Thomson Reuters December 2013 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors July 2012 - March 2013
Wells Fargo Advisors February 2009 - July 2012
Wachovia Securities March 2007 - February 2009
A.G. Edwards & Sons April 2006 - March 2007
A.G. Edwards & Sons, Inc. April 2001 - August 2004
Skills
Series 7, Series 24
Education
Saint Louis University
B.A., Econonics
Saint Louis University School of Law
J.D.
Intuit August 2014 - Present
Intuit August 2013 - August 2014
Intuit August 2012 - August 2013
Intuit December 2011 - August 2012
Intuit May 2011 - December 2011
Xponential Growth Solutions July 2009 - May 2011
Wells Fargo Advisors 2006 - July 2009
Skills
Sales, Sales Management, Cold Calling, Networking, Social Media, Social Networking, Facebook, Twitter, Closing Deals, Contract Negotiation, Account Management, Sales Process, Deal Closure, New Business Development, SaaS, Salesforce.com
Education
San Diego State University-California State University 2003 — 2007
B.S, Financial Services
San Diego State University-California State University 2003 — 2007
Bachelor's degree, Finance, General
Wells Fargo Advisors December 2014 - Present
Merrill Lynch September 2008 - Present
Riverside County Sheriff's Department October 2006 - September 2008
Edward Jones August 2005 - November 2006
Atlas Securities April 2005 - August 2005
UBS November 2000 - April 2005
Morgan Stanley September 1998 - November 2000
Skills
Investments, Mutual Funds, Fixed Income, Equities, Asset Management, Notary Public, Trading, Finance, Uniform Combined State..., Asset Managment, Banking, Securities, Financial Services, Options
Education
University of Utah 1998 — 2000
Salt Lake Community College 1997 — 1999
Cubic June 2010 - Present
Wells Fargo Advisors July 2009 - May 2010
Redhill Group, Inc. April 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Fidelity Investments August 2013 - Present
Wells Fargo Advisors September 2012 - July 2013
Legacy Financial Group, LLC/MassMutual December 2011 - June 2012
Salve Regina University October 2011 - May 2012
Westcott House Inc July 2007 - April 2012
Education
Salve Regina University 2008 — 2012
BS, Business Administration
Bishop Hendricken High School 2004 — 2008
NUVI December 2014 - Present
University of Utah August 2014 - Present
Double Eagle Aviation February 2012 - Present
Wells Fargo Advisors January 2013 - June 2014
Extended Aguilas June 2012 - April 2014
Skills
Leadership, Customer Service, Marketing, Civil Aviation, Sales, Program Management, Financial Analysis, Customer Retention, Loans, Sales Management, Commercial Banking, Management, Mortgage Lending, Banking, Credit, Branch Banking, Training, Loan Origination, Financial Modeling, Cross Selling, Team Leadership, Commercial Lending, Credit Analysis, Consumer Lending, Retail Banking, Relationship Management, Customer Experience, Customer Satisfaction, Coaching, Team Building, Finance, Account Management, Business Development, Business Analysis, Operations Management, Small Business Lending, Market Research
Education
University of Utah 2011 — 2016
Bachelor of Business Administration (B.B.A.), Pre-Dental, Pre-Dentistry Studies, 3.4
University of Utah - David Eccles School of Business 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Salt Lake Community College 2011 — 2012
Associate of Science (AS), Business
The Moody Street Group, LLC October 2014 - Present
MiddleOak June 2013 - August 2013
Wells Fargo Advisors June 2012 - August 2012
Education
Saint Michael's College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Lorenzo di Medici Universita 2012 — 2012
Study Abroad Experience, Liberal Arts and Sciences, General Studies and Humanities
East Catholic High School 2007 — 2010
High School
Wells Fargo Advisors May 2015 - August 2015
Equity Metrix, LLC May 2014 - August 2014
Wells Fargo Advisors May 2014 - August 2014
Education
Saint Louis University 2013 — 2017
Accounting
Jesuit High School 2008 — 2013
High School
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors May 2013 - May 2015
Ernst & Young July 2005 - April 2013
Bank of America January 2004 - May 2005
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Business Process, US GAAP, Auditing, Financial Audits, SEC filings, Series 7, Tax, Risk Management, Financial Accounting, SOX, Construction Accounting, External Audit, Financial Reporting, CPA, Finance, Sarbanes-Oxley, Accounting, GAAP, Enterprise Risk..., Assurance, IT Audit, Big 4
Education
Saint Louis University 2001 — 2005
Bachelor of Science and Administration, Majors in Accounting and Finance
Wells Fargo January 2013 - Present
Wells Fargo Advisors September 2011 - Present
Wells Fargo Bank June 2011 - December 2012
Wells Fargo March 2010 - June 2011
Skills
FINRA, Insurance, Series 63, Portfolio Management, Series 7, Loans, Wealth Management, Banking, Series 6, Relationship Management, Investments, Private Banking, Credit, Financial Services, Consumer Lending, Credit Analysis, Cross Selling, Small Business Lending, Retail Banking, Mortgage Lending, Loan Origination, Wealth Management..., Finance
Education
Saint Mary's College of California
Bellwether Capital Management LLC February 2012 - Present
Wells Fargo Advisors June 2009 - February 2012
Merrill Lynch June 2008 - June 2009
Wells Fargo Bank June 2006 - June 2008
Education
Saint Mary's College of California
Business
Centene Corporation July 2014 - September 2015
Parkway School District October 2013 - June 2014
Wells Fargo Advisors September 2012 - September 2013
Archdiocese of St. Louis July 2011 - September 2012
AT&T June 2007 - July 2009
Monsanto January 2007 - June 2007
Citi Group August 2002 - September 2003
Saint Louis University June 1999 - August 2002
Skills
VB.NET, Microsoft SQL Server, Visio, SharePoint, HTML, Dreamweaver, CSS, Microsoft Office, Microsoft Excel, Microsoft Word, MS Project, Access, PowerPoint, Photoshop, ASP, Project Coordination, Project Management, Business Analysis, Software Engineering, Systems Analysis, Crystal Reports, Report Writing, Technical Documentation, SAP ERP, Process Improvement, System Design, System testing, User Acceptance Testing, End User Training, Web Content, Web Development, Drupal, Integration, SDLC, Software Documentation, Software Development, Project Planning, Requirements Gathering, Databases, Business Intelligence, SQL
Education
Saint Louis University
B.S., Computer Science
US Bancorp April 2011 - Present
Ameriprise Financial Services, Inc. January 2011 - April 2011
Wells Fargo Advisors September 2010 - January 2011
RBC Wealth Management October 1997 - October 2009
Skills
Access, Analysis, Credit, Credit Analysis, Research, Wealth Management
Education
Saint Mary's University of Minnesota
Wells Fargo Advisors December 2010 - Present
RBC Wealth Management 1983 - December 2010
Education
Salem College
Bachelor's Degree
Panera Bread March 2014 - Present
Wells Fargo Advisors September 2013 - March 2014
Sigma Aldrich January 2006 - September 2013
Federal Reserve Bank of St. Louis May 2005 - January 2006
Citi May 2000 - May 2005
Skills
Project Management, Business Analysis, Web Development, Software Development, Internet, PMP certification, PMP, Software Project..., Business Intelligence, SDLC, Program Management, Data Warehousing, Web Applications, Visio, Requirements Gathering, Databases, Integration, Agile Project Management, PMO
Education
Webster University 2004 — 2006
Master of Business Administration (MBA), Business/Commerce, General, 4.0/4.0
Saint Louis University 1998 — 2001
Bachelor of Science (BS), Management Information Systems / Computer Science, 3.58/4.0
Notre Dame 1994 — 1998
Wells Fargo Advisors August 2008 - Present
Wells Fargo Advisors October 2012 - October 2013
Edward Jones May 1999 - October 2005
Edward Jones December 1995 - April 1999
Skills
Data Warehousing, SDLC, Business Analysis, Change Management, Project Portfolio..., Requirements Analysis, Vendor Management, Software Project..., Program Management, Managerial Finance, Managing Multi-Million..., MS Office, Visio, Information Security, Problem Management, Brio Query, Iterative Methodologies, Agile & Waterfall..., Use Cases, Leadership, Usability, Process Improvement, Strategic Planning, Project Management, Risk Management, Strategy, Analysis
Education
Saint Louis University 1992 — 1995
MBA
Delhi University 1987 — 1990
Bachelor of Commerce (B.Com. Honors)
Wells Fargo Advisors May 2015 - Present
Scottrade April 2012 - May 2015
Scottrade November 2010 - April 2012
Scottrade March 2010 - November 2010
Skills
Financial Services, Portfolio Management, Series 7, Leadership, Equities, Finance, Sales Management, Series 63, Management, Business Development, Wealth Management, Customer Service, Supervisory Skills, Sales Management..., Corporate Communications, Leadership Development, Series 66, Securities, Investments, Mutual Funds
Education
Saint Louis University 2001 — 2005
Bachelor of Business Administration (B.B.A.), International Business
Jetsetter January 2014 - Present
The College Board September 2013 - December 2013
Moody's Corporation February 2013 - June 2013
Wells Fargo Advisors January 2012 - May 2012
Childress and Jackson, Attorney at Law May 2011 - August 2011
Skills
Microsoft Excel, Access, Microsoft Word, PowerPoint, Mac OS X, SPSS, Gretl
Education
Saint Peter's University 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Economics
Wells Fargo Advisors August 2011 - Present
Cardinal Ritter College Prep High school 2011 - 2013
Wells Fargo Advisors March 2010 - July 2011
Hazelwood School District 2007 - 2010
Unum 1999 - 2007
National In-Store 2002 - 2004
Renaissance Financial 1997 - 2000
GC Services 1988 - 1991
Skills
Recruiting, Budgets, Issue Resolution, Management, Social Media, Leadership, Relationship Management, Financial Analysis, Marketing, Onboarding, Insurance, Strategy, Customer Service, Mortgage Lending, Vendor Management, Business Development, Event Planning, Team Leadership, Customer Satisfaction, New Business Development, Sales, Public Speaking, Training, Coaching, Banking, Credit, Sales Management, Financial Services, Strategic Planning, Leadership Development, Team Building, Process Improvement, Call Centers, Risk Management
Education
Saint Louis University 1984 — 1989
Wells Fargo Advisors July 2015 - Present
Janney Montgomery Scott April 2007 - June 2015
WACHOVIA SECURITIES June 2004 - April 2007
The College of Saint Rose July 2001 - June 2004
Skills
Retirement Planning, Investments, Investment Strategies, Financial Advisory, Bonds, Life Insurance, ETFs, Long Term Care Insurance, Stocks, Alternative Investments, Fixed Income, Municipal Bonds, Investment Advisory
Education
Saint Michael's College 1997 — 2001
Bachelor of Science, Psychology, Business
Saratoga Springs High School 1994 — 1997
Regents
Wells Fargo Advisors January 2011 - Present
Wells Fargo Private Bank June 2009 - January 2011
SunTrust Bank November 2005 - June 2009
SunTrust Bank November 2003 - November 2005
Silver Creek Outfitters 1999 - 1999
Education
Samford University 2001 — 2003
MBA
Samford University, Cumberland School of Law 2000 — 2003
Doctor of Law (J.D.)
University of Georgia - Terry College of Business 1994 — 1997
BBA, International Business
INTENSA 1996 — 1996
Spanish
Escuela de Idiomas 1995 — 1995
Spanish
Booker T. Washington High School 1990 — 1994
Wells Fargo Advisors January 2013 - Present
Financial Industry Regulatory Authority (FINRA) June 2015 - Present
Wells Fargo Advisors December 2010 - Present
Wells Fargo Advisors May 2008 - December 2010
Wells Fargo Advisors December 2006 - May 2008
Wells Fargo Advisors July 2004 - December 2006
Skills
Securities Regulation, Financial Services, Corporate Governance, Securities, Licensing, Investments, Due Diligence, Risk Management, Banking, Legal Research, Series 7, Legal Writing, FINRA, Corporate Finance, Series 63, Trading, Mutual Funds, AML, Financial Risk, Capital Markets, Wealth Management, Analysis, Finance, Series 24, Anti Money Laundering, Equities, Investment Advisory
Education
Saint Louis University School of Law
Juris Doctorate
Virginia Commonwealth University
BS
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Smith Barney July 2004 - March 2013
Morgan Stanley February 2002 - July 2004
Skills
Investment Strategies..., Charitable Giving, Wealth Transfer..., Investment Planning
Education
Salisbury University - Perdue School of Business 1997 — 2001
Finance
Absegami High School 1993 — 1997
TIAA-CREF June 2014 - Present
Ballantyne Graphics November 2012 - Present
The Bradford Group August 2000 - November 2012
Broadview Missionary Baptist Church September 2011 - Present
Wells Fargo Advisors August 2013 - February 2014
Ally Financial Inc. July 2013 - August 2013
Wells Fargo Advisors April 2013 - June 2013
Encyclopaedia Britannica April 1994 - August 2000
Skills
Web Design, Web Content Management, Graphic Design, Email Marketing, Documentum, Mantis, Tortoise SVN, Website Development, Web Development, HTML + CSS, HTML, CSS, JavaScript, Dreamweaver, User Experience, User Experience Design, Visio, Illustrator, Adobe Acrobat, Google Analytics, Logo Design, Computer Graphics, Graphics Software, Digital Graphics, Web, Adobe Creative Suite, Email Design, Banner Design, Banner Ads, Banners, Advertising, Photoshop, Front-end, Online Marketing, Joomla, WordPress, bootstrap, Social Media, Blogger
Education
Saint Xavier University
B.A., Liberal Arts
Wells Fargo Advisors February 2009 - Present
Merrill Lynch October 2005 - February 2009
Covance 2002 - 2003
Skills
Investments, Financial Analysis, Investment Strategies, Financial Advisory, 401k, Retirement, Asset Allocation, Retirement Planning, Securities, Mutual Funds, Strategic Planning, Financial Services, Retirement Plan..., Business-Owner Planning, Concentrated Stock..., Deferred Compensation, Estate Investment..., Financial Reporting, Fixed Income Strategies, Insurance, Investment Planning, Multigenerational..., Retirement Savings, Risk Management, Stock Analysis, Tax-Efficient Strategies, Wealth Preservation...
Education
Saint Louis University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Visitation Academy 1992 — 1995
Edward Jones August 2014 - Present
Wells Fargo Advisors June 2013 - August 2014
Wells Fargo Advisors February 2012 - June 2013
Wells Fargo July 2009 - February 2012
A..G. Edwards & Son, Inc. March 2006 - July 2009
A.G. Edwards & Sons, Inc. March 2001 - March 2006
A.G. Edwards & Sons, Inc. October 1998 - March 2001
American Century Mutual Funds January 1997 - September 1998
Education
Saint Louis University School of Law 2007 — 2012
Juris Doctor
Wells Fargo Advisors September 2010 - Present
AHL, IHL, NHL and Europe 1995 - 2010
Education
Saint Mary's University 1994 — 1995
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors May 2010 - September 2012
Wells Fargo Advisors July 2002 - May 2010
Edward Jones December 2000 - July 2002
A.G. Edwards January 2000 - April 2000
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Mutual Funds, Securities, Investment Advisory, Strategic Financial..., Retirement, Asset Allocation, Portfolio Management, Insurance, Estate Planning, Financial Advisory
Education
Kaplan University 2009 — 2010
Certificate, Financial Planning
College for Financial Planning 2009 — 2009
Accredited Domestic Partnership Advisor, Investment planning for unmarried couples.
College for Financial Planning 2007 — 2007
Chartered Retirement Planning Counselor, Retirement Planning
Saint Louis University 2004 — 2006
MBA, Marketing and Finance
College for Financial Planning 2002 — 2002
Accredited Asset Management Specialist, Investment Planning
University of Missouri-Columbia 1995 — 1999
BS, Business Administration
Xponential Growth Solutions July 2009 - Present
Wells Fargo Advisors 2008 - July 2009
A.G. Edwards 2000 - 2008
Skills
Business Strategy, Event Planning, Accountability, Financial Services, Strategy, Retirement, Social Media, 401k, Risk Management, Strategic Planning, Public Speaking, Leadership, Mergers & Acquisitions, Management, Finance, Retirement Planning, Financial Advisory, Mutual Funds, Portfolio Management, Investments
Education
San Diego State University-California State University 1997 — 2001
Bachelor of Science, Finance
Mt. Carmel 1993 — 1994
Wells Fargo Advisors March 2013 - Present
AT&T Advertising Solutions June 2000 - December 2012
Belcan Technical Services June 1998 - June 2000
Skills
Recruiting, Human Resources, Interviews, Internet Recruiting, Sourcing, Account Management, Leadership, Screening Resumes, Applicant Tracking..., Temporary Placement, Cold Calling, Sales, Advertising, Employee Benefits, Training, Management, Sales Presentations, Talent Acquisition, College Recruiting, Technical Recruiting, Onboarding, Contract Recruitment, Hiring, Customer Retention, Benefits Negotiation, Employee Relations
Education
Saint Louis University
BA, Psychology
Webster University
MA, Human Resources
Webster University
MA, Management
Webster University
MA, Marketing
Wells Fargo Advisors April 2014 - Present
Wells Fargo Advisors July 2011 - March 2014
BBVA Compass 2005 - 2011
JPMorgan Chase December 2000 - September 2005
Skills
Banking, Loans, Cross Selling, Coaching, Consumer Lending, Training, Series 7, Series 63
Education
Sam Houston State University 1997 — 2001
BBA, Finance/Marketing
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
Mitchell & Assoc, Investment Consultants April 2006 - Present
Wells Fargo Investments July 2004 - April 2006
Wells Fargo Advisors December 1999 - July 2004
Skills
Investments, Asset Allocation, Portfolio Management, Small Business, Asset Management, Trusts, Financial Planning, Portfolio Strategy
Education
Sam Houston State University 1992 — 1996
Bachelor, Finance
Wells Fargo Advisors January 2009 - Present
UBS Wealth Management January 1995 - January 2009
Skills
Investments, 401k Rollovers, Asset Allocation, Business Owner Planning, Business Succession..., Concentrated Stock..., Deferred Compensation..., Estate Investment..., Financial Advisory, Financial Analysis, Financial Reporting, Financial Services, Fixed Income Strategies, Insurance, Investment Planning, Investment Strategies, Microsoft Office,..., Multi-generational..., Relationship Management, Retirement, Retirement Plan..., Retirement Planning, Retirement Savings, Risk Management, Securities, Mutual Funds, Bonds, Annuities, Stock Analysis, Strategic Planning, Tax Efficient Strategies, Wealth Preservation..., Non-profits, Philanthropy, Finance, Management
Education
San Diego State University-California State University 1985 — 1990
BS, Finance/Real Estate
Brentwood School 1983 — 1985
Wells Fargo Advisors June 2014 - Present
Wells Fargo March 2013 - July 2013
U.S. Green Building Council - Northern California Chapter January 2012 - November 2012
Charles Schwab May 2011 - September 2011
First Republic Bank May 2010 - October 2010
Wells Fargo 2008 - 2009
Charles Schwab April 2007 - October 2008
Bank of America September 2005 - March 2006
Charles Schwab 2006 - 2006
Paul Capital Partners 2004 - 2005
Skills
Project Management, Team Management, Process Improvement, Vendor Management, PMO, Management, Integration, Product Management, Software Project..., Project Planning, Leadership, CRM, Business Process, Budgets, Training, Team Building, Enterprise Software, Software Development, Product Development, SDLC, Business Process..., Project Portfolio..., Business Analysis, Cross-functional Team..., Strategy
Education
San Diego State University-California State University
MBA
San Diego State University-California State University
BA
HSBC June 2013 - Present
Wells Fargo Advisors April 2011 - Present
Wachovia, A Wells Fargo Company June 2010 - Present
Wells Fargo Bank November 2008 - May 2010
Fidelity Investments July 2007 - May 2008
Skills
Bilingual-Spanish, Series 6, Series 63, Insurance, Strategic Financial..., Loans, Finance, Investments, Credit Analysis, Financial Planning
Education
Saint Peter's University 2003 — 2007
Bachelors of Science, Business Management & Political Science
NEO Philanthropy June 2015 - Present
NEO Philanthropy January 2014 - June 2015
Peace Corps September 2011 - October 2013
Teach For America December 2009 - June 2011
Wells Fargo Advisors June 2008 - April 2009
Education
Saint Louis University 2005 — 2009
Bachelor’s Degree, Communication
The Beijing Center for Chinese Studies 2006 — 2006
Independent Channel July 2010 - Present
Wells Fargo Advisors October 2007 - September 2010
Wachovia Securities. Inc October 2007 - September 2010
Colonial Brokerage July 2001 - October 2007
Skills
Financial Planning, Mortgage Lending, Strategic Financial..., Investments, Finance, Uniform Combined State..., Wealth Management, Retirement, Wealth, Life Insurance, Relationship Management, Retirement Planning, Investment Advisory, Small Business, IRAs, Fixed Annuities, Securities, Wealth Management...
Education
Samford University 1989 — 1994
Bachelor of Applied Science (BASc), Marketing/Advertising
Mountain Brook 1986 — 1988
Coronado Bay Capital 2015 - Present
Wells Fargo Advisors 2013 - 2015
Wells Fargo 2010 - 2013
Education
San Diego State University-California State University
Bachelor of Science (B.S.)
Wells Fargo Advisors August 2013 - Present
Wells Fargo Retail Finance April 2007 - July 2013
Gap Inc./Banana Republic November 2006 - February 2007
Kaiser Permanente February 2003 - June 2006
Skills
Proficient Communicator, Multitasking Skills, Organized self-starter, accountable, Positive Team Player, Professional Ethics, Build Strong..., Follow-through Skills, Commitment to Customer..., Highly personable, Accountability, Leadership, Staff Supervision, Customer Service, Time Management, Social Networking, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint
Education
Saint Mary's College of California 2006 — 2010
Bachelor of Science in Economics BSE, Business Administration and Management, General
Wells Fargo Advisors November 2005 - Present
Wachovia Securities, LLC April 2008 - March 2010
Wachovia Securities, LLC November 2005 - April 2008
Wachovia Securities, LLC 2001 - 2005
First Union National Bank (brokerage) 1997 - 2002
Bank of America (formerly NationsBanc) 1992 - 1995
Skills
Coaching, Accountability, Statistical Reporting, Strategic Planning, Training, Bonds, Financial Services, Banking, Series 65, FINRA, Fixed Income, Mutual Funds, Finance, Wealth Management, Retirement Planning, Securities, Asset Management, Series 7, Investments, Series 63, Asset Allocation, Portfolio Management
Education
Salem College
JPMorgan Securities LLC April 2014 - Present
Wells Fargo Advisors October 2010 - April 2014
Wells Fargo July 2006 - October 2010
Wells Fargo February 2005 - June 2006
Education
San Diego State University-California State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Universidad de la Frontera, Chile 1999 — 2004
Bachelors of Science in Economics and Commercial Engineering, Business/Managerial Economics
American Field Service (AFS) - Exchange Student USA 1996 — 1997
Foreign Exchange Student
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors October 2013 - June 2014
Maxis Solutions August 2012 - May 2013
Lee & Associates October 2008 - August 2010
Skills
Microsoft Excel, Customer Service, Microsoft Word, Mutual Funds, Finance, PowerPoint, Financial Analysis, Teamwork, Time Management, Analysis, Access, Leadership, Risk Management, Data Analysis, Microsoft Office, Social Networking
Education
San Diego State University-California State University 2010 — 2014
Marketing
Los Alamitos High School 2006 — 2010
Wells Fargo Advisors September 2009 - Present
Skills
Financial Advisory, Investments, Financial Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Services, Risk Management, Financial Analysis, Banking
Education
Saint Louis University 2005 — 2009
Bachelor’s Degree, Finance
AIG January 2014 - Present
Edward Jones October 2009 - December 2013
Wells Fargo Advisors July 2008 - November 2009
Edward Jones September 2007 - March 2008
Skills
Process Improvement, Strategic Planning, Employee Benefits, Analysis, Leadership, Data Analysis, Project Management, Consulting, Process Management, Operations Management, Human Resources, Business Development, Mutual Funds
Education
Webster University 2006 — 2009
Master of Arts, Human Resource Development
Saint Louis University 2001 — 2005
Bachelor of Arts, Psychology
Wells Fargo Advisors August 1984 - Present
Skills
Series 7, Wealth Management, Mutual Funds, Business Development, Business Analysis, Financial Services, Marketing Strategy, Marketing, Portfolio Management, Asset Allocation, Securities, Investments, Investment Advisory, Alternative Investments, Series 63
Education
Saint Louis University 1980 — 1984
Bachelor of Business Administration (BBA), Finance, General
Assured Concepts Group, Ltd. October 2013 - Present
Wells Fargo Advisors September 2010 - September 2013
U-Sell We Buy Enterprises August 2004 - September 2010
Skills
Budgets, Strategic Financial..., Investments, Estate Planning, Life Insurance, Term Life Insurance, Long Term Care Insurance, Microsoft Office, Investment Advisory, Management, Retirement, Financial Planning, Finance, Strategic Planning, Small Business, Negotiation
Education
Southern Illinois University, Carbondale 1980 — 1982
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Sam Houston State University 1978 — 1979
None, Finance, General
ING Financial Partners March 2008 - Present
Wells Fargo Advisors 2007 - 2008
TD Ameritrade 2006 - 2007
TD Ameritrade 2006 - 2007
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA)
www.LoriBarland.com April 2014 - Present
eWomenNetwork April 2014 - Present
www.VisionGuiders.com March 2013 - Present
Dancing Moose Montessori School August 2012 - June 2013
Wells Fargo Advisors August 2011 - September 2012
Smith Barney August 2006 - August 2009
Skills
Coaching, Small Business, Public Speaking, Financial Services, Personal Development, Life Insurance, Annuity Sales, Mutual Funds, Life/work Balance, Debt Elimination, Money Management, Retirement Planning, Customer Service, Series 7, Entrepreneurship, Executive Coaching, Team Building, Event Planning, Marketing, Strategic Planning, Leadership Development, Training, Leadership, Management
Education
Alta High School 1993 — 1995
Salt Lake Community College
General Studies
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors June 2011 - June 2014
Globalbased Technologies May 2010 - April 2011
Globalbased Technologies (Acquired TrueNorth Academy) July 2008 - May 2010
Fidelity Investments January 2006 - May 2008
Skills
Sales, Training, Investments, Finance, Team Building, Securities, Public Speaking, Customer Service, Financial Analysis, Coaching, Entrepreneurship, Leadership, Time Management, Microsoft Office, Financial Services, Mutual Funds, Presentation Skills
Education
Western Governors University 2014 — 2015
Bachelor of Applied Science (B.A.Sc.), Sales & Sales Management
Salt Lake Community College 2005 — 2006
General Studies
Davis High School 2000 — 2002
Diploma
Scottrade March 2015 - Present
Wells Fargo Advisors May 2014 - March 2015
Wells Fargo Advisors June 2012 - May 2014
Sharp Decisions February 2012 - June 2012
Edward Jones August 2011 - February 2012
Edward Jones October 2009 - August 2011
Edward Jones August 2008 - October 2009
Bank of America June 2003 - August 2008
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, RICO, FCPA, OFAC, Fraud Investigations, Investigations, Risk Assessment, Risk Management, Due Diligence, Terrorist Financing, Embezzlement, Public Corruption, Racketeering, Extortion, Private Investigations, Securities, Capital Markets, Series 7, Series 66, Series 24, Wealth Management, Investment Advisory, Investigation, Regulations, Equities, Credit, Financial Risk, Governance
Education
Saint Louis University
Master of Business Administration, International Business, Managerial Strategy
Saint Louis University
Bachelor of Arts, Marketing, Communication
Villa Duchesne
High School
Wells Fargo Advisors 2011 - Present
BB&T Capital Markets 2004 - 2011
Chevy Chase Trust 1998 - 2004
Skills
Certified Financial..., Chartered Financial..., Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Retirement, Series 63, Investment Advisory, Asset Allocation, Portfolio Management, Financial Advisory, Securities, Investment Strategies, Fixed Annuities, Series 7
Education
Salisbury University 1993 — 1997
Bachelor of Applied Science (BASc), Economics and Business Management & Minor in Finance
Wells Fargo Advisors June 2015 - Present
(Under contract) Wells Fargo Advisors August 2014 - June 2015
PetroPoint Energy Partners, LP May 2013 - August 2013
Rockport Energy May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Sales, Excalibur, Eclipse, PowerPoint, Foreign Language Skills, International Experience, Direct Sales, Computer Literate, People Skills, Hard Worker, Team Leadership, Social Media, Patience, Independent, Flexible Working, Data Entry, Flexible Schedule
Education
Saint Louis University 2009 — 2014
Bachelor's degree, Accounting
Wells Fargo Advisors July 2000 - Present
Paine Webber August 1988 - June 2000
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Asset Management, Insurance, Risk Management, Series 7, Investment planning, Educational funding..., IRAs, Retirement Income, Tactical Asset..., Alternative Investments, Fixed Income, Retirement Income...
Education
Saint Louis University 1986 — 1987
Master of Business Administration (MBA), Finance, General
University of Missouri-Columbia 1982 — 1986
Bachelor of Arts (BA), Economics
Wells Fargo Advisors October 2012 - Present
Wells Fargo Advisors, LLC August 2009 - December 2012
Wells Fargo Advisors December 2007 - August 2009
A.G. Edwards & Sons, Inc. January 2005 - December 2007
Skills
Series 7, Securities, Mutual Funds, Bonds, Series 66, Financial Services, Banking, Investments, Relationship Management, Financial Advisory, Wealth Management, Retirement Planning, Retirement, Equities, Asset Management, FINRA, Wealth Management..., IRAs, Mortgage Lending, Fixed Income, Investment Advisory, Risk Management, Investment Management, Finance
Education
University of Missouri-Columbia 2002 — 2003
Interdisciplinary Studies, Communication Science, English, Communication
Saint Louis University 1999 — 2002
n/a, Communication Science
Lindbergh High School 1996 — 1999
Boeing August 2014 - Present
Wells Fargo Advisors November 2013 - August 2014
Washington University in St. Louis August 2013 - November 2013
Wells Fargo Advisors (KForce) October 2012 - June 2013
Mercer Investments January 2010 - September 2012
Hammond Associates October 2004 - January 2010
Skills
Customer Service, Administrative Functions, Administrative..., Work in A Fast Paced..., Comfortable working..., Microsoft Office, Administration
Education
Saint Louis University
Wells Fargo Advisors July 2014 - Present
E*TRADE Financial Corporation December 2011 - February 2014
Discover Financial Services October 2005 - October 2012
etr December 2011 - June 2012
olive tree lending 2007 - 2008
Skills
Direct Marketing, Account Management, Insurance, Team Leadership, Financial Analysis, Sales Management, Microsoft Excel, Competitive Analysis, Financial Modeling, Microsoft Office, PowerPoint, Lead Generation, Marketing, Marketing Strategy, Social Media Marketing, Strategic Planning, Business Strategy, Valuation, Social Media, Investments, Market Research, Start-ups
Education
University of Utah 2009 — 2011
Bachelor of Science (B.S.), Finance
Salt Lake Community College 2006 — 2009
Associate's degree, General Studies
Wells Fargo Advisors March 2011 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) March 2010 - March 2011
ADP December 2008 - March 2010
eBay June 2008 - October 2008
Wells Fargo Advisors September 2006 - June 2008
Skills
Java, Android SDK, android, Android Development, Eclipse, SQLite, PHP, phpMyAdmin, NetBeans, MySQL, HTML, CSS, Microsoft Office, Microsoft Excel, Microsoft Word, Access, VBA, Microsoft SQL Server, Oracle SQL, Teradata, Dbase, FoxPro, Database Explorer, ColdFusion, AutoIt, Erwin, Navicat, PowerDesigner, Blue Pumpkin, Avaya, CMS, PeopleSoft, Witness, EWM, Thompson One, Hyperion Interactive..., Brio Query, Brio Reports, Brio Explorer, Hyperion Performance..., JavaScript, DB2, Visual Studio, SharePoint Designer, SQL Server Management..., SQL Server Business..., Oracle, Business Analysis, CRM, Android
Education
University of Utah 2007 — 2013
Bachelor of Arts (B.A.), Psychology, 3.61
Salt Lake Community College 2006 — 2007
Associate of Science (A.S.), General Studies, 3.8
University of Illinois at Urbana-Champaign
PHP/SQL Programming
Nationwide Insurance July 2012 - Present
Adecco Group October 2011 - July 2012
Adecco Group February 2010 - October 2011
Wells Fargo Advisors July 2008 - October 2009
Skills
Bilingual-Spanish, Microsoft Office, Lotus Notes, Outlook, HRIS
Education
San Antonio College
Wells Fargo Advisors, LLC January 2010 - February 2012
Wells Fargo Advisors May 2003 - December 2009
Skills
Series 7, Mutual Funds, Managed Accounts, 529 Plans, Separately Managed..., Morningstar, Product Marketing, Sales Support, Asset Allocation
Education
Saint Louis University 2000 — 2004
B.S., Business Marketing
Telerik November 2013 - Present
CEB TowerGroup April 2012 - November 2013
CEB TowerGroup July 2010 - April 2012
Wells Fargo Advisors May 2009 - August 2009
Salve Regina University October 2007 - July 2008
Silver Lake 2002 - 2006
Skills
Sales, Management, Strategic Planning, Business Development, Competitive Analysis, Account Management, Leadership, Event Planning, Business Planning, Sales Operations, Strategic Partnerships, CRM, Customer Service, Marketing, Integrated Marketing, Business Strategy, Salesforce.com, Strategy, PowerPoint
Education
Salve Regina University 2006 — 2010
Bachelor of Science, Business Administration
Silver Lake Regional High School
Wells Fargo Advisors September 2013 - Present
Education
Webster University 2012 — 2016
Master of Business Administration (MBA)
Saint Louis University 2004 — 2008
Business Administration
California Bank & Trust December 2014 - Present
OMS SafeHarbor June 2013 - December 2014
Wells Fargo Advisors February 2014 - September 2014
Aztechs November 2012 - June 2014
5-hour ENERGY October 2012 - June 2014
Lavin Entrepreneur Program August 2012 - June 2014
SDSU Business Honors Program July 2012 - June 2014
Dunham & Associates June 2013 - August 2013
Dunham and Associates May 2013 - August 2013
Sigma Chi Fraternity April 2012 - May 2013
Skills
Financial Analysis, Financial Accounting, Managerial Finance, Entrepreneurship, Marketing, Technology, Powershell, PowerPoint, Microsoft Excel, HTML, Market Research, Microsoft Word, Event Management, Event Planning, Nonprofits, Social Networking, Advertising, Budgets, Time Management, Leadership, Management, Project Planning, Finance, Research, Social Media
Education
San Diego State University-California State University 2010 — 2014
BS, Business Finance
Crescenta Valley High School 2007 — 2010
Fidelity Investments July 2011 - Present
Fidelity Investments July 2012 - June 2015
LeapFrog Systems July 2011 - July 2012
North Brookfield Savings Bank May 2010 - July 2011
Wells Fargo Advisors May 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - May 2009
State Street June 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Equities, Microsoft Word, Financial Statements, Series 7, Series 63, Banking, Finance, Risk Management, Analysis, Financial Analysis
Education
Salve Regina University 2006 — 2010
B.S., Economics - Money & Banking
Xaverian Brothers High School 2002 — 2006
Wells Fargo Advisors September 2013 - December 2014
Wells Fargo April 2011 - December 2014
Wells Fargo May 2010 - March 2011
Wells Fargo December 2008 - April 2010
Skills
Banking, Customer Service, Sales, Credit, Financial Analysis, Insurance, Loans, Mortgage Lending
Education
San Diego State University-California State University 2007 — 2010
Bachelor of Science (B.S.), Business Administration (Management)
JPMorgan Chase December 2012 - Present
JPMorgan Chase July 2011 - December 2012
Saint Louis University January 2011 - May 2011
Saint Louis University August 2009 - May 2011
Wells Fargo Advisors May 2010 - August 2010
United Way of St. Joseph County June 2008 - June 2009
Skills
Training, Public Relations, Marketing Communications, Event Planning, Organizational..., Public Speaking, Event Management, Editing, Corporate Communications, Writing, Press Releases, Project Management, People Development, Management, Advertising, Newsletters, Strategy, Public speaking
Education
University of Notre Dame
Leadership and Management Certificate
Saint Louis University 2009 — 2011
Masters of Arts, Communication
Saint Mary's College 2004 — 2008
Bachelor of Arts, Speech Communication Studies and Italian
St. Peter's High School 2000 — 2004
Diploma
Harbor Financial Services December 2013 - Present
Wells Fargo Advisors October 2012 - December 2013
Morgan Stanley Wealth Management January 2010 - October 2012
Citi Smith Barney March 2008 - January 2010
Amsouth Investments/Morgan Keegan January 2001 - January 2008
American Express Financial Advisors January 2000 - January 2001
Skills
Risk Management, Financial Risk, Investments, Finance, Financial Services, Auditing, Corporate Governance, Portfolio Management, Policy, Human Resources, Financial Accounting, Litigation, Trusts, Estate Planning, Securities, Insurance, Asset Management, Mutual Funds, Strategic Financial..., Wealth Management
Education
The University of Alabama School of Law 1997 — 2000
Doctor of Law (J.D.), Law
Samford University 1993 — 1997
Bachelor of Science (B.S.), Public Administration
Nova Scotia Liquor Corporation October 2003 - Present
Nova Scotia Liquor Corporation December 1990 - October 2003
Wells Fargo Advisors July 1996 - August 1998
Skills
Business..., Growing Businesses, Growing Teams
Education
Saint Mary's University 1987 — 1991
Bachelor's degree, Geography and Anthropology
Tiny Tots Photography 2013 - Present
Tiny Tots Design, LLC 2012 - Present
Wells Fargo Advisors October 2007 - June 2013
A.G. Edwards September 2006 - October 2007
A. G. Edwards September 2005 - November 2006
Skills
Series 7, Equity Research, Investments, Portfolio Management, Equity Valuation, Equities, Mutual Funds, Asset Allocation, Asset Managment, Financial Analysis, Bloomberg, Series 63, Fixed Income, Investment Strategies, Investment Advisory
Education
Saint Louis University 2008 — 2011
MBA
Saint Louis University 2001 — 2005
Marketing
Saint Louis University Museum of Art August 2014 - December 2014
Wells Fargo Advisors June 2014 - August 2014
Wells Fargo Advisors June 2013 - August 2013
DECA Inc. August 2010 - May 2011
Skills
Writing, Marketing Communications, Strategic Communications, Corporate Communications, Art History, Organization Skills, Event Planning, Spanish, Intrapersonal Skills, Verbal Behavior, Logical Approach, Microsoft Excel, Microsoft Office, Social Media, Microsoft Word
Education
Saint Louis University 2011 — 2015
Bachelor of Arts (BA), Art History, Criticism and Conservation
Saint Louis University 2011 — 2015
Marketing, Business Administration and Management, General
Shawnee Mission East High School 2007 — 2011
Wells Fargo Advisors 2012 - Present
Maritz 2005 - 2012
Watlow 2003 - 2005
Nestle Purina 1997 - 2003
Monsanto Company May 1987 - 1997
Skills
Process Improvement, Vendor Management, Cross-functional Team..., Leadership, Marketing Strategy, Recruiting, Business Development, Project Management, Program Management, Mentoring, Strategic Planning, Business Intelligence, Team Leadership, Organizational..., Change Management, CRM, Forecasting, Business Strategy, Training, Start-ups, Strategy, Budgets, Account Management, Business Analysis, Leadership Development, Management, New Business Development, Analytics, Market Research, Performance Management, Team Building, Business Planning, Contract Negotiation, Salesforce.com, Executive Management, Product Management, Sales, Management Consulting, Business Process..., Marketing, Loyalty Marketing, Call Centers, Strategic Partnerships, Sales Management, Customer Experience, Customer Satisfaction, B2B, Analysis, Competitive Analysis, Project Planning
Education
Saint Louis University
Master of Business Administration (M.B.A.)
University of Missouri-Columbia
Bachelor's Degree
Wells Fargo Advisors September 2007 - Present
A.G. Edwards 1985 - Present
A. G. Edwards & Sons, Inc 1985 - Present
Wachovia Securities 1985 - 2009
Wells fargo Advisors 1985 - 2009
Skills
COBOL, Mainframe, Visio, Requirements Analysis, Business Analysis, DB2, SharePoint, Requirements Gathering, Systems Analysis, Database Design, SDLC, Disaster Recovery, PMP, SOA, Data Warehousing, JCL, Microsoft SQL Server, Vendor Management
Education
Saint Louis University 1977 — 1978
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors February 2013 - Present
Scottrade December 2011 - February 2013
Scottrade March 2009 - December 2011
Bank of America January 2006 - December 2009
Bank of America November 2000 - December 2005
Ameren August 1999 - November 2000
Swank Audio Visuals April 1999 - August 1999
Edison Brothers Stores January 1998 - April 1999
Daugherty Business Solutions April 1997 - January 1998
Skills
Portfolio Management, Business Analysis, Vendor Management, Banking, SDLC, SharePoint, Project Portfolio..., Strategy, Project Management, Cross-functional Team..., Six Sigma, Agile Methodologies, Management, Leadership, Process Improvement, Visio, Information Technology, C#, Equities, SQL, IT Strategy, Program Management, Project Planning, Software Development, Wealth Management, Trading, Risk Management, Web Services, Business Process..., Team Building, Software Documentation, Analysis, Financial Services, Team Leadership, Trading Systems, Fixed Income, PMO, Wealth Management..., Business Intelligence
Education
Saint Louis University
MBA, Information Systems and Finance
University of Missouri-Saint Louis
BSBA, Management Information Systems and Finance
Wells Fargo Advisors November 2011 - Present
Morgan Stanley Smith Barney April 2003 - November 2011
Merrill Lynch 1983 - 2003
Education
Saint Louis University 1966 — 1968
MSC, Finance
Washington University in St. Louis - Olin Business School 1962 — 1966
BSBA, Business
The Studio - Martial Arts and Fitness January 2014 - Present
Stone & Youngberg June 2008 - December 2011
Stone & Youngberg September 2003 - May 2005
Wells Fargo Advisors April 2002 - August 2003
Merrill Lynch January 2000 - March 2002
Education
Oregon State University
Pre-Law Studies
Saint Mary's College of California
Bachelor's Degree, Business Administration, Management and Operations
Corel Corporation November 2010 - Present
Wells Fargo Advisors June 2010 - November 2010
Aricent November 2009 - June 2010
Borland March 2009 - November 2009
Leng's Tea November 2003 - March 2009
Advanced Micro Devices June 2000 - November 2003
Nortel Networks (formerly Clarify, Inc.) April 1999 - June 2000
PDL BioPharma 1996 - 1999
Skills
Licensing, Mergers, Risk Management, Intellectual Property, Cross-functional Team..., Enterprise Software, Program Management, Due Diligence, Start-ups, Corporate Governance, Vendor Management, Product Management, Process Improvement, Mergers & Acquisitions
Education
Saint Mary's College of California 2009 — 2010
MS, Finance
San Jose State University 1995 — 2001
BS, Finance
Wells Fargo Advisors May 2012 - Present
Wachovia Securities 2007 - March 2012
A.G. Edwards & Sons, Inc. April 1999 - October 2007
Skills
SDLC, Vendor Management, Waterfall, Analysis, Mainframe, Business Requirements, Change Management, Systems Analysis, Relationship Management, Integration, Requirements Analysis, Process Improvement, Unix, Software Documentation, Business Analysis, Data Warehousing, Quality Assurance, Requirements Gathering, Visio, Data Center, Series 7, ETL, PMO, Enterprise Architecture, SharePoint, IT Strategy, PMP, Software Project...
Education
Saint Louis University 2005 — 2007
Wells Fargo Advisors July 2015 - Present
Merrill Lynch Wealth Management, Bank of America Corporation March 2011 - Present
Education
Salisbury University - Perdue School of Business
Bachelor's degree, Financial Planning and Services
Wells Fargo Advisors September 2013 - Present
Scottrade November 2011 - September 2013
Education
Washington University in St. Louis 2008 — 2011
MBA
Saint Louis University 1998 — 2002
BSBA
Wells Fargo Advisors September 2015 - Present
Wells Fargo Advisors October 2013 - September 2015
Citi May 2011 - October 2013
Citigroup January 2008 - May 2011
Citi October 2006 - December 2007
Citi Home Equity 2000 - 2003
Skills
Business Process..., Project Planning, Account Management, Business Analysis, Visio, Operational Risk..., Risk Management, Management, Strategic Planning, Process Improvement, Financial Analysis, Program Management, Portfolio Management, Business Development, Forecasting, Strategy, Business Strategy, Loans, Credit, Vendor Management, Banking, Relationship Management, Critical Thinking
Education
Saint Louis University 1996 — 1998
EMIB, International Business
University of Missouri-Saint Louis 1987 — 1992
BSBA, Finance
Federal Reserve Bank of St. Louis February 2013 - Present
Monsanto September 2011 - November 2012
Wells Fargo Advisors May 2010 - September 2011
MasterCard International May 2009 - March 2010
Anheuser-Busch Companies, Inc. January 2005 - April 2009
Bi-State Development Agency; Metro December 2003 - January 2005
Anheuser-Busch 1998 - October 2003
MOHELA 1991 - 1993
Skills
Instructional Design, Change Management, Communications Planning, Business Requirements, Visio, Analysis, Business Process, Databases, E-Learning, Management, Business Analysis, Human Resources, Process Improvement, Project Management, Project Planning, SAP, SDLC, SharePoint, Team Building, Software Documentation, Technical Writing, Testing, Training, Vendor Management
Education
Southern Illinois University, Carbondale 1994 — 1996
M.A., Appiled Linguistics
Saint Louis University 1988 — 1989
Webster Groves High School
Westminster College (MO)
B.A., History
Wells Fargo Advisors September 2014 - Present
Edward Jones November 2009 - September 2014
Enterprise Rent-A-Car June 2007 - October 2008
Washington University May 2000 - June 2007
Northrop-Grumman June 1998 - May 2000
Venture Stores June 1996 - June 1998
Skills
Strategic Planning, Investments, Process Improvement, Management, Customer Service, Project Management, Team Building, Marketing, Team Leadership, Marketing Strategy, Business Analysis, Microsoft Office, Social Media
Education
Saint Louis University 2012 — 2015
Master of Business Administration (M.B.A.)
University of Mississippi 1995 — 1996
Master's degree
University of Mississippi 1991 — 1995
Bachelor of Arts (B.A.) - Communications
Wells Fargo Advisors August 2008 - Present
Northwestern Mutual April 2007 - August 2008
A. Zeller Belt Company 2004 - 2007
Skills
Banking, Series 7, Series 7 License, Series 6 License, Series 63 License, Life and Health..., Strategy, Portfolio Management
Education
Saint Louis University
Bachelor of Science, Business Administration - Finance
Stamper Capital & Investments, Inc. July 1995 - Present
Wells Fargo Advisors January 2000 - Present
T. D. Ameritrade January 2000 - Present
Evergreen Investments June 1990 - July 2010
Evergreen Investments, Division of Wells Fargo (Legacy Wachovia Corp.) 1990 - July 2010
Davis Advisers June 1990 - July 1999
Skills
Asset Management, Portfolio Management, Credit, Investments, Fixed Income, Equities, Asset Allocation, Bonds, Separately Managed..., Executive Management, Investment Advisory, Alternative Investments, Series 63, Financial Risk, Mutual Funds, Wealth Management, Series 7, Finance, Strategy
Education
San Diego State University-California State University 1976 — 1983
BS, MBA, Finance, InfoSystems
Newport Harbor High School 1971 — 1974
Wells Fargo Advisors October 2009 - Present
Wachovia January 2008 - October 2009
AG Edwards July 1985 - December 2007
Skills
Business Analysis, Visio, Unix, Requirements Analysis, SOA, SharePoint, Testing, Requirements Gathering, Enterprise Architecture, SDLC, Integration, Data Warehousing, Software Project..., Agile Methodologies, SQL, IT Strategy, PMP, Microsoft SQL Server, DB2, Software Documentation, Vendor Management, Web Services, Databases, Systems Analysis, XML, ASP.NET, ETL, Database Design, PL/SQL, Software Development, Oracle, Business Intelligence
Education
Saint Louis University 1978 — 1982
Bachelor of Science (B.S.), Engineering
Wells Fargo Advisors April 2008 - Present
Wells Fargo Investments May 2004 - April 2008
Skills
Series 7, Uniform Combined State..., Securities, Series 63, FINRA, Investments, Mutual Funds, Equities, Wealth Management, Process Improvement
Education
Saint Mary's University of Minnesota 1996 — 1998
MA
St. Cloud State University 1990 — 1993
BS
Moneta Group March 2015 - Present
Wells Fargo Advisors February 2013 - March 2015
Wells Fargo Advisors March 2009 - February 2013
MarketSphere Consulting July 2008 - March 2009
Skills
Finance, Asset Allocation, SAP, CRM, Risk Management, Microsoft Office, Retirement Planning, Fixed Income, Tax, Business Process, Series 7, Portfolio Management, Adobe Acrobat, Envision, Morningstar, Investment Management, Tax Planning, Estate Planning, Money Management, Equities, Alternative Investments, Certified Financial...
Education
Saint Louis University
BS, Finance
Bank of America September 2012 - March 2014
Wells Fargo Advisors October 2010 - September 2012
Commerce Bank September 2009 - October 2010
AT&T March 2007 - October 2008
Fuse Advertising May 2006 - March 2007
Skills
Excel and Microsoft..., Management, Analysis, Sales, Customer Service, Marketing, Credit, Loans, Banking, Data Analysis, Call Centers, Mortgage Lending, Advertising, Interviews, Sales Operations, Underwriting, Selling, Market Research, Research, Invoicing
Education
Webster University
Master of Business Administration (M.B.A.), Business Administration
Saint Louis University 2002 — 2006
Bachelor's degree, Marketing
Webster University
Master's Degree, Procurement and Acquisition
Wells Fargo May 2010 - Present
Wells Fargo Advisors June 2008 - May 2010
Citi 2006 - 2008
Deloitte 2004 - 2006
Skills
Financial Analysis, Financial Modeling, Forecasting, Microsoft Excel, Strategic Financial..., Risk Management, Financial Reporting, Corporate Finance, Financial Accounting, Accounting, Mergers, Auditing, Cash Management, Tax, Budget
Education
Saint Louis University 2006 — 2010
Master of Business Administration (MBA), Finance, General
Truman State University 1992 — 1998
Bachelor of Science, Economics
Wells Fargo Advisors August 2012 - Present
Cain Brothers July 2008 - August 2012
A.G. Edwards 1998 - 2008
A.G. Edwards & Sons, Inc. 1998 - 2008
Skills
Fixed Income, Capital Markets, Bonds, Series 7, Bloomberg, Investment Banking, Financial Modeling, Valuation, Investments, Portfolio Management, Asset Management, Series 63, Securities, Alternative Investments
Education
Saint Louis University 1994 — 1998
BSBA, Finance
Saint Louis University July 2013 - Present
Wells Fargo Advisors April 2013 - July 2013
Scottrade June 2012 - December 2012
ZIM Group January 2010 - January 2011
IRS Volunteer Income Tax Assistance Program (VITA January 2008 - April 2009
Skills
Accounting, Financial Reporting, Auditing, General Ledger, Financial Accounting, Internal Controls, GAAP, Account Reconciliation, Tax, Sarbanes-Oxley Act, Financial Analysis, Accounts Payable, Financial Statements, Accounts Receivable, Journal Entries, Fixed Assets
Education
Saint Louis University 2011 — 2012
Master's, Accounting
Webster University 2007 — 2010
Accounting
Shenzhen University 1995 — 2000
Bachelor of Arts (BA)
Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC January 2008 - December 2008
A.G. Edwards August 2006 - January 2008
Accenture September 2001 - November 2005
Skills
SDLC, Requirements Analysis, Quality Center, User Acceptance Testing, Business Analysis, SQL, Requirements Gathering, Test Planning, Software Project..., Testing
Education
Saint Louis University 1999 — 2001
BA, Mathematics
Wells Fargo Advisors May 2009 - July 2010
Education
Sam Houston State University
Tennis Channel May 2015 - Present
NFL Network July 2014 - April 2015
Prepcasts August 2011 - July 2014
101 Sports /ESPN St. Louis May 2013 - May 2014
Wells Fargo Advisors October 2012 - April 2014
Fox Sports Midwest March 2013 - August 2013
Hubbard Interactive September 2012 - July 2013
St. Louis Phoenix July 2011 - July 2012
KSLU (Saint Louis University Radio) May 2010 - May 2011
Saint Louis University August 2007 - May 2011
Skills
Sports, Leadership, Event Planning, Social Media, Public Speaking, Social Media Marketing, Broadcast, Writing
Education
Saint Louis University 2011 — 2013
Masters, Leadership & Organizational Development
Saint Louis University 2007 — 2011
Bachelors Of Arts, Finance & Communication
Wells Fargo Advisors January 2009 - Present
A.G. Edwards & Sons, Inc. June 1987 - December 2008
Education
Saint Louis University 1981 — 1985
Bachelor of Arts (B.A.)
Wells Fargo Advisors April 2012 - Present
Stifel Financial Corp. May 2005 - April 2012
A.G. Edwards July 2004 - May 2005
Stifel Financial Corp. January 2000 - July 2004
Skills
Uniform Combined State..., Series 65, Mutual Funds, Investments, Fixed Income, Wealth Management, FINRA, Fixed Annuities, Due Diligence
Education
Saint Louis University 1991 — 1994
Bachelor of Science (B.S.), Finance, General
Wells Fargo Advisors May 2000 - Present
Education
San Diego State University-California State University 1999 — 2002
Bachelor of Science (BS), Business / Marketing
Kiton February 2014 - Present
Ralph Lauren 2012 - 2014
Wells Fargo Advisors November 2011 - July 2012
Prada November 2009 - November 2011
Adidas Group November 2005 - September 2008
Major League Soccer January 2007 - January 2008
Education
St. Mary's College of California 2003 — 2007
Business, Economics, Accounting, Marketing
Vitek Mortgage Group July 2012 - Present
Manhattan Financial Group, Inc. January 2011 - July 2012
RiteWayMortgages.com March 2010 - February 2011
Xponential Growth Solutions January 2010 - March 2010
Wells Fargo Advisors October 2009 - December 2009
Chevron Oronite Company, LLC June 2008 - August 2008
Skills
Outlook, Microsoft Excel, Project Management, Management, PowerPoint, Microsoft Office, Customer Service, System Administration, Sales, Access, Mortgage Lending, Financial Analysis, Microsoft Word, Analysis, Forecasting, Finance, Credit, Banking, Loan Origination, Strategic Planning, Mortgage Banking, Time Management
Education
San Diego State University-California State University 2005 — 2009
Bachelor of Arts, Economics
Wells Fargo Advisors February 2001 - Present
Education
Saint Louis University 1969 — 1973
Bachelor, Theatre
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors February 2012 - April 2013
Wells Fargo November 2010 - February 2012
Convergys July 2010 - November 2010
eBay July 2009 - May 2010
Fidelity Investments May 2006 - February 2009
Teleperformance, USA July 2005 - May 2006
Teleperformance, USA April 2005 - July 2005
Education
Utah Valley University 2010 — 2012
Philosophy
Salt Lake Community College 2006 — 2008
Associate of Arts, Humanities
Southern Utah University 2001 — 2002
Political Science
Taylorsville High School 1998 — 2001
High School Diploma
Wells Fargo October 2014 - Present
Wells Fargo September 2010 - October 2014
Wells Fargo Advisors May 2008 - September 2010
CitiMortgage, Inc April 2006 - May 2008
World Wide Technologies February 2005 - April 2006
Savvis Communications May 2001 - February 2005
Skills
Strategic Financial..., Financial Analysis, Banking, Mergers & Acquisitions, Financial Modeling, Vendor Management, Securities, Data Analytics, Wealth Management, Capital Markets, Statistics, Project Management, Finance, Financial Reporting, Corporate Finance, Investments, Mutual Funds, Forecasting, Financial Advisory, Asset Allocation, Relationship Management, Business Analysis, Technology, Cost Allocation, Customer Service, Analysis, Financial Planning
Education
University of Wisconsin-Madison 2015 — 2018
Master of Business Administration (M.B.A.)
Saint Louis University 1996 — 2001
Bachelor of Arts (B.A.), Finance & Management Information Systems, General
Open English February 2012 - September 2014
Inteldata June 2012 - October 2012
Verizon March 2009 - June 2011
Wells Fargo Advisors December 2004 - December 2008
El King Language Institute June 2000 - December 2004
Skills
Management, Teaching, Language Teaching, E-Learning, Training, Teacher Training, Sales, Storytelling, Stock Trading, Mutual Funds, Trust Management, ESL, Research, Teaching English as a..., Intercultural..., Curriculum Design, Foreign Languages, Tutoring, Teaching Adults, Spanish, Entrepreneurship, Editing, Educational Technology, Instructional Design, Public Speaking, Higher Education
Education
Founder Institute 2012 — 2012
Salt Lake Community College 2004 — 2006
Business, Finance
na November 2010 - Present
Muscle Spa January 2009 - Present
Wells Fargo Advisors November 2010 - January 2012
Prosper January 2010 - December 2010
Prosper December 2009 - November 2010
Star Resort Group January 2008 - March 2009
The Ranches Golf Club February 2006 - March 2008
Big O Tires & Service June 2007 - January 2008
the ranches golf club 2006 - 2008
Education
Salt Lake Community College
Utah Vally University
Wells Fargo Professional Studies Adjunct InstructorSaint Louis UniversityJune 2014 - Present
Wells Fargo Advisors May 2013 - Present
Wells Fargo Advisors 1998 - 2011
Skills
Business Analysis, Vendor Management, SDLC, SharePoint, Visio, Requirements Analysis, Analysis, Microsoft Office, Risk Management
Education
Saint Louis University
Masters, Organization Informatics
Wells Fargo Advisors June 2011 - Present
2008 - 2010 Moneta Group Investment Advisors, LLC October 2008 - November 2010
2003 - 2006 Oakes & Fosher, LLC October 2003 - December 2006
Saxony Securities, Inc January 2001 - January 2003
Eisner Securities, Inc January 1996 - January 2001
Education
Saint Louis University School of Law 2004 — 2008
JD
Webster University
B.A
Wells Fargo August 2010 - January 2014
Wells Fargo Advisors May 2008 - August 2010
Bank of America May 2005 - May 2008
Wells Fargo December 2001 - May 2005
Aetna 1980 - 1990
Skills
Spiritual Direction, Retirement Planning, Life Insurance, Retirement, Relationship Management, Series 6, Investments, Mutual Funds, IRAs, Asset Managment, Securities, Banking, Investment Advisory, Series 7, Series 63, Series 65, 401k, Asset Allocation, Financial Advisory
Education
Mercy Center at Madison 2001 — 2003
Spiritual Direction Practicum
UNC Chapel Hill 1977 — 1979
Bachelor of Arts (BA), Political Science and Government
Salem College
Alexandra & James Co., LLC April 2007 - Present
Wells Fargo Advisors May 1999 - April 2007
Janney Montgomery Scott June 1995 - May 1999
Education
St. Peter's College 1984 — 1986
BS, Computer Science
Wells Fargo December 2014 - Present
Wells Fargo Advisors November 2013 - Present
Stifel Financial Corp. April 2012 - November 2013
Stifel Financial Corp. August 2010 - April 2012
Skills
Series 7, Series 65, Series 63, Series 9, Series 10
Education
Saint Louis University School of Law 2015 — 2019
Doctor of Law (JD)
Southern Illinois University, Edwardsville 2010 — 2012
Master of Science (MS), Economics & Finance
Southern Illinois University, Edwardsville 2007 — 2010
Bachelor of Science (BS), Business Economics & Finance
World Gym December 2005 - 2014
Wells Fargo Advisors January 2003 - June 2004
Alexander Health Associates January 1999 - December 2003
Skills
Customer Service, Management, Leadership, Team Building, Operations Management, Strategic Planning, Sales, Process Improvement, Marketing, Coaching, Budgets, Team Leadership, Microsoft Excel, Project Management, Training, Microsoft Office, Vendor Management, Sales Management, Customer Satisfaction, Account Management
Education
Salisbury University - Perdue School of Business 1989 — 1993
Bachelor of Science (BS), Marketing/Marketing Management, General
Wells Fargo Advisors July 2012 - July 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Sam Houston State University 2012 — 2015
Bachelor’s Degree, Psychology and Criminal Justice
Saint Pius X High School 2004 — 2008