Wells Fargo Advisors

Industry: Subsidiary

Description

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

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

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

Wells Fargo Advisors Employees

Employee
Years
Job
Industry
Ryan Schaller Ryan Schaller Greater St. Louis Area Details
Ryan Schaller's Wells Fargo Advisors Experience October 2008 - Present
Job External Asset Analytics Manager
Industry Financial Services
Experience
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

Shane Leach Shane Leach Newport Beach, California Details
Shane Leach's Wells Fargo Advisors Experience July 2012 - June 2014
Job Director of Trading | Operations Supervisor at Acorns
Industry Financial Services
Experience
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

Ryan Hurd Ryan Hurd Greater Los Angeles Area Details
Ryan Hurd's Wells Fargo Advisors Experience April 2011 - Present
Job Senior Vice President, Regional Manager
Industry Financial Services
Experience
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

Jeff Morin Jeff Morin San Francisco Bay Area Details
Jeff Morin's Wells Fargo Advisors Experience February 2008 - November 2010
Job Client Manager Top Client Group American Express OPEN
Industry Financial Services
Experience
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

Greg Difani Greg Difani Saint Louis, Missouri Details
Greg Difani's Wells Fargo Advisors Experience June 2014 - Present
Job Business Development Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Michael Tobben Michael Tobben Saint Louis, Missouri Details
Michael Tobben's Wells Fargo Advisors Experience June 2008 - December 2011
Job Job Seeking Financial Professional
Industry Financial Services
Experience
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

Karen Baer Karen Baer Greater St. Louis Area Details
Karen Baer's Wells Fargo Advisors Experience February 2014 - Present
Job Finance Executive
Industry Health, Wellness and Fitness
Experience
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

Johnnie Davis Johnnie Davis Greater Seattle Area Details
Johnnie Davis's Wells Fargo Advisors Experience February 1998 - May 2001
Job Loan Consultant
Industry Financial Services
Experience
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

Thomas Wash Thomas Wash Saint Louis, Missouri Details
Thomas Wash's Wells Fargo Advisors Experience November 2013 - August 2014
Job is a CFA Candidate
Industry Hospital & Health Care
Experience
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

Taylor Solari Taylor Solari Columbus, Ohio Area Details
Taylor Solari's Wells Fargo Advisors Experience February 2010 - May 2010
Job Consultant Analyst at Acmeware
Industry Information Technology and Services
Experience
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

Kent Isom Kent Isom West Jordan, Utah Details
Kent Isom's Wells Fargo Advisors Experience January 2011 - January 2015
Job Client Services Consultant
Industry Financial Services
Experience
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

Michael Hill, CFA Michael Hill, CFA Saint Louis, Missouri Details
Michael Hill, CFA's Wells Fargo Advisors Experience November 2008 - March 2010
Job Analyst, Fixed Income & Derivatives at NISA Investment Advisors, L.L.C.
Industry Investment Management
Experience
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

Kyle Wootten Kyle Wootten Greater St. Louis Area Details
Kyle Wootten's Wells Fargo Advisors Experience March 2013 - December 2013
Job Deputy Director, Regulatory and Compliance Thomson Reuters
Industry Financial Services
Experience
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.

Jon Tucker Jon Tucker San Francisco, California Details
Jon Tucker's Wells Fargo Advisors Experience 2006 - July 2009
Job National Sales Manager
Industry Computer Software
Experience
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

Amy Irvine Amy Irvine Murrieta, California Details
Amy Irvine's Wells Fargo Advisors Experience December 2014 - Present
Job
Industry Financial Services
Experience
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

Alexander Fisch Alexander Fisch Greater Los Angeles Area Details
Alexander Fisch's Wells Fargo Advisors Experience July 2009 - May 2010
Job Principal Proposal Estimator at Cubic
Industry Defense & Space
Experience
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

Joseph Azverde Joseph Azverde Providence, Rhode Island Area Details
Joseph Azverde's Wells Fargo Advisors Experience September 2012 - July 2013
Job Senior Regional Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Dallas McManamon Dallas McManamon Greater Salt Lake City Area Details
Dallas McManamon's Wells Fargo Advisors Experience January 2013 - June 2014
Job Student Pilot, PreDental, Account Executive
Industry Consumer Services
Experience
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

Nick Bosco Nick Bosco Greater Boston Area Details
Nick Bosco's Wells Fargo Advisors Experience June 2012 - August 2012
Job Registered Representative at The Moody Street Group, LLC
Industry Financial Services
Experience
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

Neal Fitzpatrick Neal Fitzpatrick New Orleans, Louisiana Details
Neal Fitzpatrick's Wells Fargo Advisors Experience May 2015 - August 2015
Job Intern at Wells Fargo Advisors
Industry
Experience
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

Joe Sohm, CPA, CFE Joe Sohm, CPA, CFE Saint Louis, Missouri Details
Joe Sohm, CPA, CFE's Wells Fargo Advisors Experience May 2015 - Present
Job Asst. Vice President Compliance Manager at Wells Fargo Advisors
Industry Accounting
Experience
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

Micah Kurtzberg Micah Kurtzberg Atlanta, Georgia Details
Micah Kurtzberg's Wells Fargo Advisors Experience September 2011 - Present
Job Private Banker/Relationship Manager at Wells Fargo
Industry Financial Services
Experience
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

Christian Amsberry Christian Amsberry San Francisco Bay Area Details
Christian Amsberry's Wells Fargo Advisors Experience June 2009 - February 2012
Job Investment Adviser Representative and Managing Partner at BCM
Industry Financial Services
Experience
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

Sherri Fischer Sherri Fischer Greater St. Louis Area Details
Sherri Fischer's Wells Fargo Advisors Experience September 2012 - September 2013
Job Technical Business Analyst
Industry Information Technology and Services
Experience
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

Corey Nguyen Corey Nguyen Greater Minneapolis-St. Paul Area Details
Corey Nguyen's Wells Fargo Advisors Experience September 2010 - January 2011
Job Investment Operations Tech
Industry Financial Services
Experience
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

Barbara Wiltshire Barbara Wiltshire Richmond, Virginia Details
Barbara Wiltshire's Wells Fargo Advisors Experience December 2010 - Present
Job Financial Advisor of Morris, Wiltshire & Borghi Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   December 2010 - Present
RBC Wealth Management  1983 - December 2010

Education
Salem College
Bachelor's Degree

Nancy Durante Nancy Durante Greater St. Louis Area Details
Nancy Durante's Wells Fargo Advisors Experience September 2013 - March 2014
Job Senior Project Manager at Panera Bread
Industry Biotechnology
Experience
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

Ravleen Chhatwal Ravleen Chhatwal Greater St. Louis Area Details
Ravleen Chhatwal's Wells Fargo Advisors Experience August 2008 - Present
Job AVP, Sr. Technical Project Manager
Industry Financial Services
Experience
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)

Li-ming Yin Li-ming Yin Greater St. Louis Area Details
Li-ming Yin's Wells Fargo Advisors Experience May 2015 - Present
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Shawn Grenald Shawn Grenald Brooklyn, New York Details
Shawn Grenald's Wells Fargo Advisors Experience January 2012 - May 2012
Job Pricing Analyst at Jetsetter
Industry Financial Services
Experience
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

Natalie Williamson Natalie Williamson Greater St. Louis Area Details
Natalie Williamson's Wells Fargo Advisors Experience August 2011 - Present
Job Premier Advisor Resolution Team Liaison
Industry Financial Services
Experience
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

Jeffrey Pollard Jeffrey Pollard Saratoga Springs, New York Details
Jeffrey Pollard's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Watts Bond Watts Bond Greater Atlanta Area Details
Watts Bond's Wells Fargo Advisors Experience January 2011 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Kevin Spence, JD Kevin Spence, JD Charlotte, North Carolina Area Details
Kevin Spence, JD's Wells Fargo Advisors Experience January 2013 - Present
Job Senior Regulatory and Product Compliance Consultant
Industry Financial Services
Experience
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

Larry Holmes, Certified Financial Planner® Larry Holmes, Certified Financial Planner® Baltimore, Maryland Area Details
Larry Holmes, Certified Financial Planner®'s Wells Fargo Advisors Experience March 2013 - Present
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Deanna Jones Deanna Jones Boca Raton, Florida Details
Deanna Jones's Wells Fargo Advisors Experience August 2013 - February 2014
Job Web Content & Communications Manager at TIAACREF | Charlotte, NC (Working Remotely)
Industry Internet
Experience
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

Kimberly Massa Rubenstein, CFP® CRPC® Kimberly Massa Rubenstein, CFP® CRPC® Greater St. Louis Area Details
Kimberly Massa Rubenstein, CFP® CRPC®'s Wells Fargo Advisors Experience February 2009 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jonathan O'Dell Jonathan O'Dell United States Details
Jonathan O'Dell's Wells Fargo Advisors Experience June 2013 - August 2014
Job Associate Compliance Counsel at Edward Jones
Industry
Experience
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

Frederic Cassivi Frederic Cassivi Harrisburg, Pennsylvania Area Details
Frederic Cassivi's Wells Fargo Advisors Experience September 2010 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   September 2010 - Present
AHL, IHL, NHL and Europe   1995 - 2010

Education
Saint Mary's University   1994 — 1995

Will Larson, CFP® Will Larson, CFP® Greater St. Louis Area Details
Will Larson, CFP®'s Wells Fargo Advisors Experience September 2012 - Present
Job Retirement Income Strategist at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jon Freye Jon Freye Greater San Diego Area Details
Jon Freye's Wells Fargo Advisors Experience 2008 - July 2009
Job Founder & Managing Director at Xponential Growth Solutions
Industry Financial Services
Experience
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

Jennifer Parkton Jennifer Parkton Greater St. Louis Area Details
Jennifer Parkton's Wells Fargo Advisors Experience March 2013 - Present
Job Recruiter at Wells Fargo Advisors
Industry Human Resources
Experience
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

Chad Soptick Chad Soptick Houston, Texas Area Details
Chad Soptick's Wells Fargo Advisors Experience April 2014 - Present
Job Regional Banking Director Southwest
Industry Financial Services
Experience
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

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

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

University of Tulsa   1985 — 1989
BSBA, Finance

Reeds Spring High School

Will Mitchell Will Mitchell Austin, Texas Area Details
Will Mitchell's Wells Fargo Advisors Experience December 1999 - July 2004
Job Owner, Mitchell & Assoc, Investment Consultants
Industry Investment Management
Experience
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

Brad Barnblatt Brad Barnblatt San Francisco Bay Area Details
Brad Barnblatt's Wells Fargo Advisors Experience January 2009 - Present
Job Managing Director Investments and Senior Institutional Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Barbara Daniels, MBA Barbara Daniels, MBA San Francisco Bay Area Details
Barbara Daniels, MBA's Wells Fargo Advisors Experience June 2014 - Present
Job Senior Project Manager
Industry Financial Services
Experience
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

Fernando Rendon Fernando Rendon Greater New York City Area Details
Fernando Rendon's Wells Fargo Advisors Experience April 2011 - Present
Job Investment Specialist at HSBC
Industry Financial Services
Experience
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

Melissa Bernard Melissa Bernard New York, New York Details
Melissa Bernard's Wells Fargo Advisors Experience June 2008 - April 2009
Job Program Associate at NEO Philanthropy
Industry Philanthropy
Experience
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

C. Alan Hand C. Alan Hand Birmingham, Alabama Area Details
C. Alan Hand's Wells Fargo Advisors Experience October 2007 - September 2010
Job Financial Advisor
Industry Financial Services
Experience
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

Conor Freeman Conor Freeman San Diego, California Details
Conor Freeman's Wells Fargo Advisors Experience 2013 - 2015
Job Chief Credit Officer | Coronado Bay Capital
Industry Commercial Real Estate
Experience
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.)

Tricia Narine Tricia Narine Walnut Creek, California Details
Tricia Narine's Wells Fargo Advisors Experience August 2013 - Present
Job Senior Client Associate at Wells Fargo Advisors LLC
Industry Financial Services
Experience
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

deborah bradford deborah bradford Greater St. Louis Area Details
deborah bradford's Wells Fargo Advisors Experience November 2005 - Present
Job Business Development consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Claudio Villarroel Claudio Villarroel Greater San Diego Area Details
Claudio Villarroel's Wells Fargo Advisors Experience October 2010 - April 2014
Job Financial Advisor Associate Vice President Investments at JPMorgan Securities LLC
Industry Financial Services
Experience
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

Aryn LaFerrara Aryn LaFerrara San Diego, California Details
Aryn LaFerrara's Wells Fargo Advisors Experience June 2014 - Present
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Zach Heath Zach Heath Greater St. Louis Area Details
Zach Heath's Wells Fargo Advisors Experience September 2009 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Keita Hopton, M.A. Keita Hopton, M.A. Houston, Texas Area Details
Keita Hopton, M.A.'s Wells Fargo Advisors Experience July 2008 - November 2009
Job Implementation Consultant at AIG
Industry Financial Services
Experience
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

Tim Proost Tim Proost Greater St. Louis Area Details
Tim Proost's Wells Fargo Advisors Experience August 1984 - Present
Job VPAlternative Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jerry Howell Jerry Howell Greater Chicago Area Details
Jerry Howell's Wells Fargo Advisors Experience September 2010 - September 2013
Job Independent Financial Advisor at Assured Concepts Group, Ltd.
Industry Financial Services
Experience
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

Bredawn Riley Bredawn Riley Houston, Texas Area Details
Bredawn Riley's Wells Fargo Advisors Experience 2007 - 2008
Job Registered Representative at ING Financial Partners
Industry Financial Services
Experience
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)

Lori Barland Lori Barland Greater Salt Lake City Area Details
Lori Barland's Wells Fargo Advisors Experience August 2011 - September 2012
Job Creating financial & business growth for women. LoriBarland.com, VisionGuiders.com, eWomenNetwork.com
Industry Professional Training & Coaching
Experience
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

Benjamin Wightman Benjamin Wightman Salt Lake City, Utah Details
Benjamin Wightman's Wells Fargo Advisors Experience June 2014 - Present
Job WFA Solutions Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Stephanie Anstead Lambert,CAMS Stephanie Anstead Lambert,CAMS Greater St. Louis Area Details
Stephanie Anstead Lambert,CAMS's Wells Fargo Advisors Experience May 2014 - March 2015
Job Enterprise AML Governance Manager at Scottrade
Industry Financial Services
Experience
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

Lester Dennis Lester Dennis United States Details
Lester Dennis's Wells Fargo Advisors Experience 2011 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jason Hochstein Jason Hochstein Saint Louis, Missouri Details
Jason Hochstein's Wells Fargo Advisors Experience June 2015 - Present
Job Securities Ops Service Spec 2 at Wells Fargo Advisors
Industry Accounting
Experience
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

Jeffrey Silverstone Jeffrey Silverstone Chesterfield, Missouri Details
Jeffrey Silverstone's Wells Fargo Advisors Experience July 2000 - Present
Job Vice President Investments
Industry Financial Services
Experience
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

Michelle Johnston Michelle Johnston Greater St. Louis Area Details
Michelle Johnston's Wells Fargo Advisors Experience October 2012 - Present
Job PCG Regional Business Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kimberly Hawthorne Kimberly Hawthorne Saint Louis, Missouri Details
Kimberly Hawthorne's Wells Fargo Advisors Experience November 2013 - August 2014
Job Administrative Coordinator
Industry Executive Office
Experience
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

Sam Yeager Sam Yeager Greater Salt Lake City Area Details
Sam Yeager's Wells Fargo Advisors Experience July 2014 - Present
Job Investment Resource Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Anthony Jennings Anthony Jennings Humble, Texas Details
Anthony Jennings's Wells Fargo Advisors Experience March 2011 - Present
Job Analytics Consultant
Industry Financial Services
Experience
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

Katherine Miranda Katherine Miranda San Antonio, Texas Details
Katherine Miranda's Wells Fargo Advisors Experience July 2008 - October 2009
Job HR Coordinator Nationwide Insurance at Adecco Group
Industry Insurance
Experience
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

Kerri Moss Kerri Moss Greater St. Louis Area Details
Kerri Moss's Wells Fargo Advisors Experience May 2003 - December 2009
Job Experienced Financial Services Product Manager
Industry Financial Services
Experience
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

Joshua Solari Joshua Solari Newton, Massachusetts Details
Joshua Solari's Wells Fargo Advisors Experience May 2009 - August 2009
Job Client Retention Representative at Telerik
Industry Computer Software
Experience
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

Migena Topi Migena Topi Saint Louis, Missouri Details
Migena Topi's Wells Fargo Advisors Experience September 2013 - Present
Job International Offers Specialist / Corporate Actions / Reorg at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors   September 2013 - Present

Education
Webster University   2012 — 2016
Master of Business Administration (MBA)

Saint Louis University   2004 — 2008
Business Administration

Andrew Carcich Andrew Carcich San Diego, California Details
Andrew Carcich's Wells Fargo Advisors Experience February 2014 - September 2014
Job Financial Analyst Specialist II at California Bank & Trust
Industry Banking
Experience
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

Myles Proe Myles Proe Greater Boston Area Details
Myles Proe's Wells Fargo Advisors Experience May 2009 - May 2010
Job Client Service Manager at Fidelity Brokerage Services, LLC
Industry Financial Services
Experience
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

Breeann Malaab Breeann Malaab Greater San Diego Area Details
Breeann Malaab's Wells Fargo Advisors Experience September 2013 - December 2014
Job Registered Personal Banker at Wells Fargo
Industry Financial Services
Experience
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)

Giuliangela Rosato Giuliangela Rosato Columbus, Ohio Area Details
Giuliangela Rosato's Wells Fargo Advisors Experience May 2010 - August 2010
Job Assistant Vice President, Employee Readiness at JPMorgan Chase
Industry Management Consulting
Experience
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

Chad Myrick Chad Myrick Fairhope, Alabama Details
Chad Myrick's Wells Fargo Advisors Experience October 2012 - December 2013
Job Branch Manager at Harbor Financial Services
Industry Financial Services
Experience
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

Glenn Devanney Glenn Devanney Halifax, Canada Area Details
Glenn Devanney's Wells Fargo Advisors Experience July 1996 - August 1998
Job Manager at Nova Scotia Liquor Corporation
Industry Retail
Experience
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

Jamie Pusateri Jamie Pusateri Greater St. Louis Area Details
Jamie Pusateri's Wells Fargo Advisors Experience October 2007 - June 2013
Job Owner / Photographer at Tiny Tots Photography
Industry Financial Services
Experience
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

Paige Swanson Paige Swanson Saint Louis, Missouri Details
Paige Swanson's Wells Fargo Advisors Experience June 2014 - August 2014
Job Student at Saint Louis University
Industry Marketing and Advertising
Experience
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

Regina A. McWilliams, PMP Regina A. McWilliams, PMP Saint Louis, Missouri Details
Regina A. McWilliams, PMP's Wells Fargo Advisors Experience 2012 - Present
Job Sr. Vice President, Business Leader, Wells Fargo Advisors
Industry Financial Services
Experience
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

Wanetta Nicholson Wanetta Nicholson Greater St. Louis Area Details
Wanetta Nicholson's Wells Fargo Advisors Experience September 2007 - Present
Job Senior IT Analyst at AG Edwards
Industry Information Technology and Services
Experience
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

Greg Merz Greg Merz Greater St. Louis Area Details
Greg Merz's Wells Fargo Advisors Experience February 2014 - Present
Job Vice President, Technology Manager Equity and Fixed Income at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Gil Bickel Gil Bickel Greater St. Louis Area Details
Gil Bickel's Wells Fargo Advisors Experience November 2011 - Present
Job Senior Vice President Investments / PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Robyn Jennings Robyn Jennings Granite Bay, California Details
Robyn Jennings's Wells Fargo Advisors Experience April 2002 - August 2003
Job Martial Arts and Fitness Trainer
Industry Health, Wellness and Fitness
Experience
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

Jennifer Hoe Jennifer Hoe San Francisco Bay Area Details
Jennifer Hoe's Wells Fargo Advisors Experience June 2010 - November 2010
Job Sr. Contracts Manager & Legal Project Manager at Corel Corporation
Industry Computer Software
Experience
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

Kevin Gardner Kevin Gardner Greater St. Louis Area Details
Kevin Gardner's Wells Fargo Advisors Experience May 2012 - Present
Job Technology Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Heath Harris Heath Harris Washington D.C. Metro Area Details
Heath Harris's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
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

Patrick Rodman Patrick Rodman Greater St. Louis Area Details
Patrick Rodman's Wells Fargo Advisors Experience September 2013 - Present
Job VP Strategic Planning Consultant
Industry Financial Services
Experience
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

Tonia Mitts Tonia Mitts Greater St. Louis Area Details
Tonia Mitts's Wells Fargo Advisors Experience September 2015 - Present
Job Business Initiatives Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Kimberly (Schmitt) Pessin Kimberly (Schmitt) Pessin Greater St. Louis Area Details
Kimberly (Schmitt) Pessin's Wells Fargo Advisors Experience May 2010 - September 2011
Job Training Coordinator at Federal Reserve Bank of St. Louis
Industry Information Technology and Services
Experience
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

John Niederschmidt John Niederschmidt Greater St. Louis Area Details
John Niederschmidt's Wells Fargo Advisors Experience September 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Justin Zeller Justin Zeller Greater St. Louis Area Details
Justin Zeller's Wells Fargo Advisors Experience August 2008 - Present
Job Financial Specialist with Wells Fargo Advisors
Industry Financial Services
Experience
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

B. Clark Stamper B. Clark Stamper San Francisco Bay Area Details
B. Clark Stamper's Wells Fargo Advisors Experience January 2000 - Present
Job President & Chief Portfolio Manager at Stamper Capital & Investments, Inc.
Industry Financial Services
Experience
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

Seamus Grogan Seamus Grogan Greater St. Louis Area Details
Seamus Grogan's Wells Fargo Advisors Experience October 2009 - Present
Job Application Engineer at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Mitch Gort Mitch Gort Greater Minneapolis-St. Paul Area Details
Mitch Gort's Wells Fargo Advisors Experience April 2008 - Present
Job Financial Analyst at Wells Fargo Advisors
Industry Investment Management
Experience
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

James Chalmers, CFP® James Chalmers, CFP® Greater St. Louis Area Details
James Chalmers, CFP®'s Wells Fargo Advisors Experience February 2013 - March 2015
Job Professional Consultant at Moneta Group
Industry Financial Services
Experience
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

Lechelle Hall, MBA Lechelle Hall, MBA Greater St. Louis Area Details
Lechelle Hall, MBA's Wells Fargo Advisors Experience October 2010 - September 2012
Job Home Service Specialist II at Bank of America
Industry Banking
Experience
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

Lloyd Heyduck Lloyd Heyduck Greater St. Louis Area Details
Lloyd Heyduck's Wells Fargo Advisors Experience June 2008 - May 2010
Job Vice President at Wells Fargo Bank, N.A.
Industry Investment Management
Experience
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

Sara Kisner Sara Kisner Greater St. Louis Area Details
Sara Kisner's Wells Fargo Advisors Experience August 2012 - Present
Job Municipal Research Analyst at Wells Fargo Advisors
Industry Investment Banking
Experience
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

Linghua Xiao Linghua Xiao Greater St. Louis Area Details
Linghua Xiao's Wells Fargo Advisors Experience April 2013 - July 2013
Job Grant Accountant at Saint Louis University
Industry Accounting
Experience
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)

Michele Dumey Michele Dumey Greater St. Louis Area Details
Michele Dumey's Wells Fargo Advisors Experience January 2009 - Present
Job QA Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Derick Aubry Derick Aubry Panama City, Florida Area Details
Derick Aubry's Wells Fargo Advisors Experience May 2009 - July 2010
Job Real Estate Sales Wyndham Vacation Resorts
Industry Banking
Experience
Wells Fargo Advisors   May 2009 - July 2010

Education
Sam Houston State University

Mitch Michals Mitch Michals Greater Los Angeles Area Details
Mitch Michals's Wells Fargo Advisors Experience October 2012 - April 2014
Job Video Editor/Producer at Tennis Channel
Industry Broadcast Media
Experience
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

Marion Kelly Marion Kelly Greater St. Louis Area Details
Marion Kelly's Wells Fargo Advisors Experience January 2009 - Present
Job Senior Vice President at Wells Fargo Advisors, LLC
Industry Marketing and Advertising
Experience
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.)

Shannon Kolnsberg Shannon Kolnsberg Greater St. Louis Area Details
Shannon Kolnsberg's Wells Fargo Advisors Experience April 2012 - Present
Job Assistant Vice President and Regulatory Implementation Consultant with Wells Fargo Advisors Compliance Division
Industry Financial Services
Experience
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

Joshua Wiley Joshua Wiley Redding, California Area Details
Joshua Wiley's Wells Fargo Advisors Experience May 2000 - Present
Job Associate Vice President, Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   May 2000 - Present

Education
San Diego State University-California State University   1999 — 2002
Bachelor of Science (BS), Business / Marketing

Desmond Brooks Desmond Brooks New York, New York Details
Desmond Brooks's Wells Fargo Advisors Experience November 2011 - July 2012
Job Kiton
Industry Apparel & Fashion
Experience
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

Chelsea Current Chelsea Current Sacramento, California Details
Chelsea Current's Wells Fargo Advisors Experience October 2009 - December 2009
Job Secondary Market Specialist at Vitek Mortgage Group
Industry Financial Services
Experience
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

Maggie Reichling Maggie Reichling Greater Detroit Area Details
Maggie Reichling's Wells Fargo Advisors Experience February 2001 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   February 2001 - Present

Education
Saint Louis University   1969 — 1973
Bachelor, Theatre

Skip Rynearson Skip Rynearson Salt Lake City, Utah Details
Skip Rynearson's Wells Fargo Advisors Experience April 2013 - Present
Job Registered Brokerage Associate at Financial Services
Industry Financial Services
Experience
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

Ross Kerner Ross Kerner Milwaukee, Wisconsin Details
Ross Kerner's Wells Fargo Advisors Experience May 2008 - September 2010
Job Senior Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
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

Jared Quiroz Jared Quiroz United States Details
Jared Quiroz's Wells Fargo Advisors Experience December 2004 - December 2008
Job Entrepeneur
Industry E-Learning
Experience
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

tyler read tyler read Greater Salt Lake City Area Details
tyler read's Wells Fargo Advisors Experience November 2010 - January 2012
Job sales banker at WELLS
Industry Professional Training & Coaching
Experience
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

Loriann Smith Loriann Smith Greater St. Louis Area Details
Loriann Smith's Wells Fargo Advisors Experience May 2013 - Present
Job Operations Risk Consultant at Wells Fargo
Industry Financial Services
Experience
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

Beth Oakes Beth Oakes Greater St. Louis Area Details
Beth Oakes's Wells Fargo Advisors Experience June 2011 - Present
Job Attorney with over 15 years of compliance experience in the financial services industry. Series 7, 24, 65
Industry Financial Services
Experience
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

Elaine Mills Elaine Mills Greater New York City Area Details
Elaine Mills's Wells Fargo Advisors Experience May 2008 - August 2010
Job Banker at Wells Fargo Advisors
Industry Financial Services
Experience
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

rochelle mcmillian rochelle mcmillian Greater New York City Area Details
rochelle mcmillian's Wells Fargo Advisors Experience May 1999 - April 2007
Job relationship manager at Alexandra & James Co., LLC
Industry Financial Services
Experience
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

Tyler Ash Tyler Ash Saint Louis, Missouri Details
Tyler Ash's Wells Fargo Advisors Experience November 2013 - Present
Job at
Industry Financial Services
Experience
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

Deidra James Deidra James Mableton, Georgia Details
Deidra James's Wells Fargo Advisors Experience January 2003 - June 2004
Job Operations Manager at World Gym
Industry Health, Wellness and Fitness
Experience
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

John Salvaggio John Salvaggio Houston, Texas Details
John Salvaggio's Wells Fargo Advisors Experience July 2012 - July 2015
Job
Industry Mental Health Care
Experience
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

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