Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Wells Fargo Advisors October 2011 - November 2013
Wells Fargo Company April 2010 - October 2011
E*TRADE 2008 - 2009
Business Edge Solutions, EMC 2007 - 2007
TIAA-CREF 2005 - 2007
Harrison Consulting 2004 - 2005
MONY 2000 - 2004
The Advisors Group 1999 - 2000
DIME SECURITIES 1997 - 1998
First Union 1996 - 1997
Skills
Strategic Planning, Vendor Management, Training, Wealth Management, Financial Services, Strategic Financial..., Retirement, Start-ups, Portfolio Management, Program Management, Cross-functional Team..., Investments, Strategy, Product Management, Management, Securities, Finance, Financial Planning, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1978 — 1984
MBA 1984, Finance
The George Washington University 1971 — 1974
BA 1975, Political Science
University of North Carolina at Charlotte
Accelerated Project Management Certificate, Certificate
Wells Fargo Advisors June 2014 - Present
E*TRADE Financial November 2013 - June 2014
T. Rowe Price January 2013 - November 2013
Sheraton April 2011 - February 2013
Skills
Enthusiast, Enthusiastic..., Team Building, Teamwork, Reliability, Highly Ambitious, Highly responsible, Microsoft Office, Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Customer Satisfaction, Customer Retention, Sales, Marketing, Communication, Great communications..., Reliable, Community Outreach, Meticulous eye for..., Meticulous, Social Media, Series 7, Series 63, Financial Services, Investments, Securities, Finance, Front Office, Hotels, Training, Loans, Public Speaking, Management, Time Management, PowerPoint, Leadership, Social Networking, Event Planning, Research, Financial Analysis, Outlook
Education
Morgan State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration
Baltimore City Community College 2006 — 2008
Associate's degree, Business Administration
Wells Fargo Advisors May 2005 - Present
Wells Fargo Advisors May 2005 - Present
Morgan Stanley June 1984 - May 2005
Skills
Investments, Financial Advisory, Financial Analysis, Finance, Risk Management, Mutual Funds, Sales, Retirement Planning, Business Development, Marketing, Business Planning, Asset Allocation, Financial Modeling, Sales Management, New Business Development, Business Strategy, Account Management, Wealth Preservation..., Portfolio Analysis, Strategic Planning
Education
Austin College 1980 — 1984
Liberal Arts, Business / Economics
Southern Medthodist University 2010 — 2012
Certified Financial Planning Degree, Certified Financial Planning Degree
Wells Fargo Advisors April 2015 - Present
Wells Fargo Advisors June 2013 - April 2015
Wells Fargo Advisors April 2011 - June 2013
Wells Fargo Advisors March 2009 - March 2011
Berea City School District - Broward County Schools - Saint Louis City Schools January 2006 - March 2009
Skills
Leadership, Financial Analysis, Data Analysis, Training, Strategic Planning, Business Planning, Microsoft Excel, Investments, Accounting, Data Mining, Salesforce.com, Data Visualization, Process Improvement, Business Intelligence
Education
Baldwin Wallace University 2001 — 2006
Bachelors, Math & Science Education
Nova Southeastern University 2007 — 2010
Masters, Accounting
Wells Fargo Advisors August 2009 - Present
Morgan Stanley Smith Barney February 1985 - August 2009
Skills
Retirement Planning, Customer Satisfaction, Customer Retention, Strategic Planning, 401k Rollovers, Financial Advisory
Education
Baruch College, City University of New York (CUNY)
BA, Business Administration
NYU
Taxation
Tolleson Wealth Management May 2015 - Present
UBS August 2014 - May 2015
Baylor University January 2015 - April 2015
Tolleson Wealth Management May 2014 - August 2014
J.Crew May 2012 - July 2014
Morgan Stanley Wealth Management May 2013 - July 2013
Wells Fargo Advisors February 2013 - May 2013
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Social Media, Fundraising, Asset Allocation, Stocks, Retail Sales, Sales, Public Speaking, Estate Planning, Philanthropy, Retirement Planning, Property & Casualty..., Life Insurance, Health Insurance
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
National Securities February 2010 - Present
Wells Fargo Advisors June 2006 - February 2010
Ryan Beck & Co. April 2002 - June 2006
Gruntal & Co., Inc. June 1997 - April 2002
Oppenheimer & Co. February 1991 - June 1997
Skills
Series 63, Investments, Portfolio Management, Retirement Planning, Asset Allocation, Fixed Income, Equities, Mutual Funds, Series 7, Wealth Management, Investment Advisory, Asset Management, Securities, Alternative Investments, Real Estate Income..., Private Equity, FINRA, Mergers & Acquisitions, Risk Management, Coaching
Education
City University of New York-Baruch College 1986 — 1991
Bachelor of Business Administration (BBA), Finance and Economics Major
Xaverian High School 1982 — 1986
Wells Fargo Advisors March 2010 - Present
Paladin Consulting June 2009 - March 2010
Education
Baylor University - Hankamer School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2014 — 2014
CIMA (Certified Investment Management Analyst®)
Boston University 2011 — 2013
Certificate in Financial Planning
Oklahoma State University 2005 — 2009
Bachelor of Science Business Administration
Wells Fargo Advisors October 2011 - Present
Skills
Equities, Team Building, Investments, Series 7, FINRA, Project Management, Management, Mutual Funds, Training, Insurance, Financial Services, Financial Analysis, Securities, Series 63, Risk Management
Education
Baruch College, City University of New York (CUNY)
BBA, Entrepreneurial Management, Finance
Allen Tate Realtors January 2014 - Present
Bank of America September 2012 - December 2013
Wells Fargo Advisors September 2011 - September 2012
BNY Mellon April 2004 - July 2007
Skills
First Time Home Buyers, Investment Properties, Short Sales, Buyer Representation, Real Estate, Mortgage Lending, Sellers, Real Estate Transactions, Foreclosures
Education
City University of New York-Baruch College 2000 — 2006
Bachelor’s Degree, Concentration in Accountancy & Minor in English Literature
THURSTON SPRINGER MILLER HERD & TITAK January 2015 - Present
Wells Fargo Advisors Financial Network September 2007 - Present
Wells Fargo Advisors September 2007 - December 2014
Planned Investment Company January 2003 - September 2007
Skills
Financial Guidance, Strategic Financial..., Long Term Care Insurance, Life Insurance, Licensed Life & Health..., Wealth Management, Series 7, Investment Advisory, Small Business, Mutual Funds, Retirement Planning, Insurance, Investments, Fixed Annuities
Education
Ball State University 1986 — 1988
Bachelor's degree, Elementary Education and Teaching
Stratos Wealth Partners June 2012 - Present
Wells Fargo Advisors February 2007 - May 2012
A.G. Edwards & Sons, Inc. 2005 - February 2007
Edward Jones 2000 - 2005
Skills
Retirement Savings, Retirement Planning, Investment Advisory, Wealth Management, Multi-generational..., Strategic Financial...
Education
Baylor University 1988 — 1993
Bachelor of Arts (BA), Business
Northwestern Mutual September 2012 - Present
Wells Fargo Advisors March 2001 - August 2012
Keller Willams Realty June 2005 - October 2009
Wells Fargo Investments March 2003 - August 2005
BEAR, STEARNS & CO. INC August 1997 - February 2001
AMERICAN BUILDING MAINTENANCE CO April 1996 - July 1997
U.S. BANCORP July 1993 - April 1996
WASHINGTON MUTUAL SAVINGS BANK January 1989 - January 1993
Skills
Securities, Equities, Fixed Income, Trading, Options, Bloomberg Terminal, BETA, ADP, BRASS, FINRA, OATS, Settlements, Clearing, Customer Experience, Teaching, Teamwork, Troubleshooting, Conflict Resolution, Middle Office, Wealth Management, Investment Strategies, Financial Services, Settlement, ADP Payroll, Investments, Portfolio Management, Derivatives, Mutual Funds, Asset Management
Education
Seattle Pacific University 1990 — 1991
Business Management
Azusa Pacific University 1988 — 1989
Business Management
Samaritan's Purse September 2010 - Present
Wells Fargo Advisors May 2007 - September 2010
The Patterson School September 2006 - May 2007
Skills
Customer Relations, Fundraising, Mentoring, Relationship Management, Non-profits, Volunteer Management, Public Speaking, Program Development, Grant Writing, Leadership Development, Budgets, Event Planning, Strategic Planning, Research, Program Management, Community Outreach, Customer Service, Policy, Management, Nonprofits, Organizational..., Grants, Teaching, Leadership, Program Evaluation, Proposal Writing, Public Relations, Training, Philanthropy, Government
Education
Baylor University 1995 — 1997
Economics
Davidson County Community College 1993 — 1995
College Transfer
Wells Fargo December 2014 - Present
Wells Fargo December 2006 - December 2014
Wells Fargo Advisors 2005 - 2006
American Express Financial Advisors 2004 - 2005
Wells Fargo 2001 - 2004
Skills
Sales, Financial Analysis, Customer Service, Commercial Lending, Commercial Real Estate, Business Development, Networking, Passion for Helping..., Event Planning, Positive Can-do Attitude, Diversity Relations, Small Business Lending, Loans, Mortgage Lending, Management, Banking, Team Building
Education
Bellevue University
Bachelor of Science (B.S.), Business/Corporate Communications
Northwest University
Univeristy of Alaska Fairbanks
Wells Fargo April 2015 - Present
Wells Fargo Advisors September 2014 - Present
Wells Fargo March 2014 - April 2015
Qualified Plan Administrators, Inc. July 2011 - February 2012
Retirement Strategies, Inc. November 2010 - February 2012
Retirement Strategies, Inc. May 2008 - January 2009
Skills
Financial Reporting, Microsoft Excel, Auditing, Financial Analysis, Accounting, Management, Customer Service, Finance, Budgets, Microsoft Word, Strategic Planning, Tax, PowerPoint, Analysis, Financial Accounting, Account Reconciliation, Credit, Banking, Portfolio Management, Leadership
Education
Georgia Regents University 2006 — 2009
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Wells Fargo Advisors February 2014 - Present
Old National Bank August 2013 - February 2014
Old National Bank August 2011 - August 2013
Trinity Athletics 2007 - 2012
Shively & Associates May 2009 - August 2010
Evansville Commerce Bank May 2007 - August 2008
Skills
Leadership, Investments, Customer Service, Insurance, Economics
Education
Bellarmine University 2011 — 2013
Master of Business Administration (M.B.A.)
Bellarmine University 2007 — 2011
Economics
Memorial High School
Memorial High School
Houlihan Lokey September 2014 - Present
Houlihan Lokey June 2014 - August 2014
Wall Street Warfighters Foundation October 2013 - May 2014
Wells Fargo Advisors September 2006 - December 2009
US Army June 1999 - October 2006
Skills
Investments, Leadership, Corporate Finance, Financial Modeling, Finance, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Portfolio Management, Economic Research, Microsoft Word, Equity Research, Financial Statement..., Bloomberg, Data Analysis, Management
Education
Purdue University - Krannert School of Management 2012 — 2013
Master of Science in Finance (MSF), Finance, 3.83/4.0
Purdue University - Krannert School of Management 2010 — 2012
Bachelor of Science, Economics, 3.66/4.0
Austin Peay State University 2000 — 2005
Associate of Science, Liberal Arts, 3.69/4.0
Wells Fargo Advisors September 1998 - Present
Skills
Investments, Management, Financial Analysis, Finance, Small Business, Investment Strategies, Insurance, Strategic Planning, Wealth, Financial Services, Retirement Planning, Retirement, Asset Allocation, Risk Management, Financial Modeling, Retirement Plan..., Securities, Financial Reporting, Relationship Management, 410(k) Rollovers, Investment Planning, Stock Analysis, Business Owner Planning, Retirement -plan..., Retirement Savings
Education
Augustana College 1994 — 1997
BA, Administration and Marketing
Wells Fargo Advisors February 2008 - Present
Skills
Investments, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Portfolio Management, Investment Strategies, Estate Planning
Education
Augustana College 1990 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
University of Colorado Boulder 1988 — 1990
Wells Fargo Advisors July 2013 - Present
Skills
Financial Analysis, Microsoft Excel, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Financial Reporting, Finance, Financial Accounting
Education
Syracuse University 2012 — 2013
Master's degree, Finance, General
Beijing Institute of Technology 2008 — 2012
Bachelor's degree, Accounting
Beijing Institute of Technology 2008 — 2012
Bachelor's degree, Accounting
Wells Fargo Advisors September 2014 - Present
Education
Bellevue University
M.B.A., Business
Bellevue University
B.A., Liberal Arts
taj salon & spa February 2015 - Present
Periscope July 2013 - August 2014
Periscope November 2012 - July 2013
Periscope August 2012 - November 2012
Wells Fargo Advisors June 2007 - July 2012
Wells Fargo Investments November 2006 - June 2007
Restoration Hardware June 2005 - May 2006
New York Yacht Club February 2003 - May 2005
New York University September 2000 - July 2003
Skills
Microsoft Office, Project Planning, Customer Service, Adobe Creative Suite, Databases, Outlook, Data Entry, Spreadsheets, Call Center, Visio, Data Analysis, Research, Public Speaking, Analysis, Process Scheduler, Project Management, Event Planning, Microsoft Excel, Management, Leadership, Copywriting, Teamwork, Business Analysis, Account Management, Strategy
Education
Aveda Institute-Minneapolis 2014 — 2015
Esthiology
University of Minnesota 2012 — 2012
Project Management Certification, Project Management
New York University, Tisch School of the Arts 1999 — 2003
Bachelor of Fine Arts, Drama
Wells Fargo Advisors December 2011 - Present
Edward Jones September 2008 - December 2011
BB&T March 2006 - September 2008
Skills
Retirement, Investments, Mutual Funds, Retirement Planning, Wealth Management, AAMS, Financial Advisory, Finance, Securities, Investment Advisory, Strategic Financial..., Investment Strategies, Asset Allocation, Uniform Combined State...
Education
Barton College 1999 — 2001
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Meredith College 1997 — 1999
Fike High School 1993 — 1997
Wells Fargo Advisors July 2010 - Present
UBS Financial Services June 2005 - July 2010
Morgan Stanley June 1999 - June 2005
Merrill Lynch October 1993 - June 1999
Skills
Strategic Financial..., Investments, Financial Analysis, Risk Management, Insurance, 401k Rollovers, Retirement Planning, Asset Allocation, Investment Planning, Fixed-Income Strategies, Education Funding..., Retirement Income..., Insurance & Risk..., Wealth Preservation..., Asset Management, Financial Services, Portfolio Management, Investment Advisory, Investment Strategies, Management, Financial Advisory, Retirement, Finance, Mutual Funds, Alternative Investments, Financial Planning
Education
Babson College 1982 — 1986
Bachelor of Science (B.S.), Finance & Investments
Dominion Virginia Power June 2012 - Present
Dominion Virginia Power January 2011 - June 2012
Southern Mama's Cleaning May 2010 - May 2011
Wells Fargo Advisors December 2008 - June 2010
First Union National Bank December 2006 - December 2008
Genworth Financial December 2004 - December 2006
First Union National Bank May 1995 - December 2004
Skills
Securities, Banking, Loans, Investments, Series 63, Credit, Mutual Funds, Life and Health, Variable Annuities, Fixed Annuities, Immediate Annuities, Sales, Small Business Lending, Compliance, SAP
Education
Liberty University 2010 — 2012
Master of Arts (M.A.), Human Services, General
Averett University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wells Fargo Advisors July 2008 - Present
UBS Financial Services August 1985 - 2008
Skills
Investments, Management, Golf, Glass Blowing.... Fly...
Education
Baldwin-Wallace College 1974 — 1976
Master of Business Administration (MBA)
Bowling Green State University 1966 — 1970
Bachelor of Science (BS)
Jason M. Orsky Wealth Management January 2014 - Present
The Union Club March 2015 - Present
Rocky River Chamber of Commerce 2013 - Present
Wells Fargo Advisors August 2012 - January 2014
Edward Jones May 2009 - August 2012
Blue Technologies February 2007 - March 2009
Square Cut Construction August 2005 - January 2007
Education
Baldwin Wallace University 2000 — 2002
Saint Edward High School 1996 — 1999
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo Advisors May 2004 - Present
Lockheed Martin Aeronautics June 2003 - August 2003
Skills
Retirement Planning, Risk Management, 401k Rollovers, Financial Advisory, Deferred Compensation, Investment Strategies, Multi-generational..., Wealth Preservation...
Education
Baylor University - Hankamer School of Business 2000 — 2004
Business, Economics; Financial Services & Planning
Burleson High School
EMC August 2015 - Present
EMC July 2014 - Present
EMC January 2012 - July 2014
EMC July 2011 - December 2011
New England Patriots September 2010 - December 2010
Wells Fargo Advisors September 2008 - March 2010
Skills
Leadership, Management, Training, Marketing, Human Resources, Teamwork, Microsoft Excel, Recruiting, Relocation, Global Mobility, Sales, Social Media, Outlook, PowerPoint, Access
Education
Babson College 2007 — 2011
Bachelor of Science, Entrepreneurship
Framingham State College
Master's Degree, Master of Business Administration
Wells Fargo Advisors September 2012 - Present
Crossfit Gambit January 2012 - May 2014
Wells Fargo Advisors December 2009 - September 2012
Lucky Brand Jeans August 2009 - December 2009
Teavana May 2009 - December 2009
OMNI Management Services November 2006 - April 2009
Wilson Concessions May 2002 - October 2006
Skills
Financial Reporting, Project Management, Financial Analysis, Financial Statements, Statistical Analysis, Corporate Finance, Financial Services, Client Relations Skills, Strategic Planning, Forecasting, Brokerage Products &..., Leadership, Budgets, Management, Finance, Statistics
Education
Nova Southeastern University 2011 — 2015
Master's degree, Accounting
Baldwin Wallace University 2002 — 2006
BA, Business Administration
Sage Advisory September 2015 - Present
Wells Fargo Advisors 2013 - December 2014
Merrill Lynch 2012 - 2013
Wells Fargo August 2006 - August 2008
Skills
Investments, Strategic Financial..., Retirement Planning, Stockbroking, Finance, Economics
Education
Ave Maria University 2008 — 2012
Bachelor of Arts (B.A.)
Full Spectrum Financial Solutions May 2015 - Present
Wells Fargo Advisors June 2011 - April 2015
Wells Fargo Mortgage May 2009 - June 2011
JPMorgan Chase May 1997 - May 2009
Skills
Investment Strategies, Retirment Planning, Estate & Trust Planning, Residential Mortgages, Commercial Lending, 401k Rollovers, IRAs, TAX MANAGED PORTFOLIO, 529 Plans, FHA financing, Refinance, Mortgage Banking, VA loans, Valuation, Securities, Investments, Estate Planning, Hedge Funds, Retirement Planning
Education
Baruch College 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo Advisors July 1985 - Present
Wells Fargo Advisors July 1985 - Present
Skills
Investments, Finance, Insurance, Asset Allocation, Mutual Funds, Retirement Planning, Team Building, Leadership, Strategic Planning, Sales Management, Credit
Education
Baylor University - Hankamer School of Business 2001 — 2003
MBA, Finance
College for Financial Planning
Certified Financial Planner
Wells Fargo Advisors September 1993 - Present
Wachovia Securities Financial Network January 2001 - January 2009
Prudential Financial January 1993 - January 2001
Education
Baylor University 1977 — 1982
Marketing-Management, Business
Wells Fargo Advisors October 2010 - Present
Skills
Mutual Funds, Asset Allocation, Portfolio Management, Investments
Education
Babson College 1972 — 1974
Bachelor, Business Administration/Marketing; Science
Wesley College 1971 — 1972
Business Administration
Brandywine High School 1967 — 1970
HS diploma, liberal arts
Coffee Action West, LLC October 2012 - Present
Burger King Corporation November 2011 - November 2012
Wells Fargo Advisors January 2011 - August 2011
Belmont University September 2010 - August 2011
O'Charley's July 2010 - August 2011
McAlister's Deli (Corporation) July 2009 - September 2009
National Catastrophe Construction June 2008 - September 2008
Education
Belmont University 2010 — 2011
Master, Business Administration
Ohio University 2006 — 2010
Bachelor of Business Administration, Management and International Business
The Phaedrus Group January 1993 - Present
Performance Impact 2012 - 2014
Performance Impact 2012 - 2014
Performance Impact 2012 - 2014
Wells Fargo Advisors 2012 - 2012
Keyot 2009 - 2009
Allen Interactions 2009 - 2009
KCI 2007 - 2009
BI 1994 - 2009
MotivAction 2007 - 2008
Skills
Organizational Design, Instructional Design, Program Management, E-learning, Analysis, Product Launch, Program Execution, Communication Strategy, Curriculum Design, Change Management, SharePoint, Business Analysis, E-Learning, Needs Analysis, Captivate, Training, Project Management, Cross-functional Team..., Executive Coaching, Strategic Communications
Education
Augsburg College 1987 — 1989
MAL
Augsburg College 1977 — 1981
BA
Wells Fargo Advisors September 2013 - Present
The State Bank and Trust Company February 1995 - September 2013
Skills
Investments, Investment Strategies, IRAs, Retirement Planning, Finance, Customer Service, Asset Allocation, Qualified Retirement..., Strategic Planning, Public Speaking, Small Business, Mutual Funds, 401k, Securities, Retirement Plan..., 401k Rollovers, Investment planning
Education
Ball State University - College of Business
MBA, Corporate Entrepreneurship
University of Toledo
BBA, Business - Info Systems Computer Networking
The Institute of Certified Bankers 1999 — 2013
Certified Retirement Services Professional (CRSP), Financial Solutions for Retirement
JPMorgan Chase August 2012 - Present
JCM Consulting Group January 1990 - Present
JCM Consulting Group January 1990 - Present
E*TRADE Financial August 2011 - June 2012
Computer ciences Corp February 2010 - March 2011
Global Financial Services 2008 - 2009
Wells Fargo Advisors 2008 - 2009
Fannie Mae May 2006 - June 2007
various June 1988 - April 2006
ADP 2006 - 2006
Skills
Bonds, Fixed Income, Capital Markets, Banking, Investments, Finance, Business Process, Executive Management, Financial Statements, Analysis, Data Warehousing, General Ledger, Financial Accounting, Cd, Business Analysis, Portfolio Management, Securities, Business Requirements, Equities, Back Office, Mutual Funds, Options, Accounting, Bloomberg, Financial Services, Software Documentation, Strategy, Financial Risk
Education
Baruch College, City University of New York
Bachelors Degree; BBA, Business Administration; International Finance/Marketing
City University of New York-Baruch College - Zicklin School of Business
Bachelors of Business Administration, Finance
New York University School of Continuing Education
Certificate, Banking and Finance
UVA Community Credit Union July 2014 - Present
Union First Market Bank April 2014 - July 2014
StellarOne Bank September 2011 - July 2014
Wells Fargo Advisors February 2008 - September 2011
Alltel June 2000 - February 2008
Skills
Consumer Lending, Credit, Banking, Loans, Mortgage Lending, Loan Origination, Retail Banking, Mortgage Banking, CRM, Cold Calling, Sales, Management, Finance, Leadership, New Business Development, Small Business Lending
Education
Averett University
Business Administration
RadioShack 2010 - 2011
The Cellular Connection, Verizon Wireless 2008 - 2010
Famous Footwear 2007 - 2008
Wells Fargo Advisors April 2007 - November 2007
Toys R' Us 2004 - 2006
The Finish Line 2003 - 2004
Skills
Exceptional leader, Strong Business Acumen, Exceptional project..., Close Attention to..., Excellent people skills, Outstanding verbal..., Team Oriented, Very strong..., Prefers to think..., Great at keeping...
Education
United States Coast Guard 2001 — 2003
Ball State University
General Studies
BP August 2014 - Present
BP November 2013 - August 2014
BP April 2011 - November 2013
Wells Fargo Advisors February 2010 - April 2011
Wachovia Corporation May 2005 - April 2011
Landmark Graphics - Halliburton Energy Services Group October 2003 - May 2005
Bashen Consulting May 2002 - October 2003
Shaw Industries - a Berkshire Hathaway Company November 1999 - April 2002
Shaw Industries - a Berkshire Hathaway Company June 1998 - November 1999
Skills
Organizational..., Performance Management, Talent Management, Recruiting, Employee Relations, Succession Planning, Management, Coaching, Human Resources, Change Management, Workforce Planning, Personnel Management, Career Development, Leadership Development, Training, Strategy, Employee Engagement, HR Policies
Education
Augusta State University
Master of Public Administration (MPA)
Augusta State University
Bachelor of Arts
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Investments November 2009 - January 2011
Wells Fargo Investments May 2008 - November 2009
Wells Fargo Investments January 2006 - May 2008
Wells Fargo Home Mortgage January 2002 - January 2006
Skills
Securities, Risk Management, Finance, Access, Equities, Analysis, Operations Management, Leadership, Microsoft Excel, Banking, Insurance, Investments, Management, FINRA, Mutual Funds, Retirement Planning, Financial Services, Sales, Accounting, Training, Financial Analysis, Series 7
Education
Augsburg College 2011 — 2013
MBA, Finance, 4.0
Minnesota State University 2003 — 2005
Institutional Finance, 4.0
Bethany Lutheran College 2001 — 2003
Associate of Arts, 3.81
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors January 2013 - June 2015
evolve24, a Maritz Research company June 2012 - January 2013
Young America January 2011 - June 2012
Powered, Inc. June 2010 - December 2010
MasterCard September 2007 - June 2010
Maritz Loyalty Marketing October 2006 - September 2007
Maritz Loyalty Marketing August 2004 - October 2006
INTRUST Bank April 2003 - July 2004
Via Christi Health May 2002 - March 2003
Skills
Loyalty Programs, Account Management, Marketing Strategy, Strategic Planning, Direct Marketing, Operations Management, Analytics, Cross-functional Team..., Marketing Communications, Social Media, Social Media Marketing, Loyalty Marketing, Leadership, Strategic Partnerships, Business Development, Business Strategy, Segmentation, CRM, Analysis, Program Management, Strategy, Integrated Marketing, Budgets, Competitive Analysis, Team Management, Customer Satisfaction, Management
Education
Baker University
Masters, Business Administration
Bethany College
Bachelor of Arts, Economics/Business
Alliance Data August 2010 - Present
The Reject Shop March 2010 - July 2010
Wells Fargo Advisors December 2009 - March 2010
Disney Consumer Products January 2009 - August 2009
Universal Music Group January 2005 - December 2008
The Bank of New York 2004 - 2005
Qwest Communications September 2002 - July 2004
CSUN- 1999 - 2002
Skills
Data Warehousing, Informatica, ETL, Data Modeling, Performance Tuning, Data Quality, Architecture, Data Architecture, Business Intelligence, Data Integration, PL/SQL, Microsoft SQL Server, Oracle, SQL, Databases, Business Objects, Unix, Agile Methodologies, DB2, Unix Shell Scripting, Data Analysis, Analytics, Data Mining, Data Warehouse..., Master Data Management, Scrum, Analysis, Shell Scripting, Solution Architecture, Erwin, XML, Software Development, Software Project..., Dimensional Modeling, Requirements Analysis, Integration, Requirements Gathering, Data Migration, Database Design, Architectures
Education
California State University-Northridge 1998 — 2002
MS, Electrical Engineering (Wireless & Digital Communications)
MTU 1998 — 1998
BMS College of Engineering, Bangalore 1990 — 1994
BE, Telecommunications Engg [BMSCE]
National College 1987 — 1990
Bachelor of Science (B.Sc.), Physics, Chemistry & Mathematics
Wells Fargo Advisors February 1995 - Present
Skills
Retirement Planning, Mutual Funds, 401k Rollovers, Investments, Asset Allocation, Insurance, Strategic Planning, IRAs, Life Insurance, Management, Fixed Annuities, Financial Advisory, Wealth Management, Finance, Sales, Customer Service
Education
Belmont Abbey College 1990 — 1994
BA, Business
Notre Dame High School Lawrenceville, NJ 1986 — 1990
Musket Corp. March 2014 - Present
HCA Investments October 2013 - Present
Four Seasons Hotels and Resorts February 2013 - February 2014
Uptown Realty August 2010 - October 2013
Wells Fargo Advisors May 2011 - August 2011
Hot N' Juicy Crawfish May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Office 2007, Microsoft Publisher, Access, thinkorswim, Photoshop, Photoshop Elements, Lightroom, XHTML, QuickBooks, POS, Photography, Wedding Photography, Strategic Leadership, Highly Ambitious, Proactive self-starter, Account Management, Accounts Payable, Accounting, Sales Management, Project Management, Ownership, Trademarks, International Trade, International Marketing, Chinese, China Business..., China Manufacturing, Chinese culture, Digital Photography, Portrait Photography, Architectural..., Event Photography, Electronics, IT Management, Servers, Networking, Social Networking, Wireless Networking, Strategic Planning, Market Research, Business Analysis, Financial Analysis, Quantitative Analytics, Fundamental Analysis, Market Analysis
Education
The University of Texas at Austin 2007 — 2012
Bachelor of Arts (B.A.), Economics, International Finance Track, Chinese Minor
Beijing Language and Culture University 2012 — 2012
Advanced Conversational & Written Mandarin Chinese
Capital One April 2012 - Present
Wells Fargo Advisors August 2011 - April 2012
Wells Fargo Advisors February 2007 - September 2011
Family Lifeline 2000 - 2007
Hanover County 1998 - 2000
YWCA 1994 - 1998
Skills
Training, Project Management, Management, Strategy, Financial Services, Cross-functional Team..., Strategic Planning, Banking, Risk Management, Relationship Management, Product Management, Integration, PMP, Business Analysis, Team Building, Project Planning, Recruiting, Customer Service, Process Improvement, Microsoft Office, Sales, Vendor Management, Public Speaking, Product Launch, People Skills, Personnel Management, Book Reviews, Social Media, Web Content, Regulatory Compliance, Acquisition Integration, Strategic Vision, Strategy Execution, Interpersonal..., Agile & Waterfall..., Market Research
Education
Averett University 2002 — 2004
MBA, Business Administration, Marketing
Virginia Commonwealth University 1994 — 1997
BSW, Social Work
Wells Fargo Advisors May 2015 - August 2015
Bank of China November 2012 - June 2014
Bank of China July 2011 - November 2012
Bank of China June 2010 - June 2011
Skills
Banking, English Literature, Retail Banking, International..., Personal Finance, Translation, Data Analysis, Capital Markets, Foreign Exchange, Finance, Financial Analysis
Education
Emory University 2014 — 2016
Master of Business Administration, Finance
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Beijing Foreign Studies University 2007 — 2010
Master of Arts, English Language and Literature
University of Science and Technology Beijing 2003 — 2007
Bachelor of Arts, English Language and Literature
Heidelberg Distributing February 2012 - Present
Push September 2011 - Present
Wells Fargo Advisors March 2010 - February 2012
Curtin University July 2010 - November 2010
Nationwide Financial November 2008 - January 2010
Sensaria July 2006 - December 2007
Skills
Confident, Great People Skills, Public Speaking, Work Ethic, Building Relationships
Education
The Ohio State University 2007 — 2011
Bachelor of Science, Business Administration Specialization: Marketing and Logistics
Curtin University 2010 — 2010
Business Administration Specialization: Marketing and Logistics
Baldwin-Wallace College 2006 — 2008
Bachelor of Science, Marketing
Daugherty Business Solutions July 2013 - Present
Wells Fargo Advisors November 2011 - June 2013
Express Scripts 2013 - 2013
Wells Fargo Advisors November 2006 - October 2011
Genworth Financial 2005 - 2007
Mutual of Omaha 1997 - 2005
First Data Corporation 1991 - 1998
First Data Resources 1989 - 1991
Skills
Budgets, Analysis, Six Sigma, SDLC, Forecasting, Business Intelligence, MS Project, Business Process, Cross-functional Team..., Project Management, Business Analysis, Integration, Management, Microsoft Project, Process Improvement, Program Management, Vendor Management
Education
Bellevue University 2005 — 2008
University of Nebraska at Omaha 1989 — 1991
Business Administration, Marketing
Wells Fargo Advisors February 2013 - Present
Educational and Community Boards October 2003 - 2013
H&R Block Bank October 2003 - July 2012
Generations Bank December 1999 - October 2003
Guaranty Bank & Trust April 1996 - December 1999
Skills
Budget Process, Mergers, Retail, Process Improvement, Customer Service, Team Building, Leadership, Business Planning, Accounting, Capital Budgeting, Financial Statement..., Strategic Planning, Financial Reporting, Regulatory Guidelines, Cross Functional Team..., Contract Negotiation, Vendor Management, Legal Compliance, FDICIA, SOX Compliancy, Product Development, Financial Modeling, Liquidity Management, Procedure Development, prepaid cards, small dollar lending, Consumer Lending, Acquisition Integration, Operational Due..., Operational Risk..., Talent Acquisition
Education
Baker University
Bachelor of Business Administration, Business Administration, Management and Operations
University of Missouri-Kansas City
Masters of Science, Accounting
Wells Fargo Advisors November 2011 - November 2014
Wells Fargo Advisors May 2010 - November 2011
Wachovia Securities, LLC / Wells Fargo Advisors, LLC November 2008 - May 2010
Wells Fargo / Wachovia Securities / A.G. Edwards November 2005 - November 2008
Time-Travelers Antiques and Decorative Arts Boutique 1999 - 2004
Skills
Series 7, Compliance, Securities, Risk Management, Problem Solving, Supervisory Skills, Series 24, Customer Relations, Customer Service, Bloomberg, FINRA, Mutual Funds, Financial Services, Management, Equities, Wealth Management, Investments
Education
City University of New York-Baruch College
Bachelor of Science, Arts Administration
Pace University
Political Science
Ameriprise Financial Services, Inc. May 2012 - Present
Merrill Lynch December 2010 - May 2012
UBS FINANCIAL SERVICES, INC 2008 - 2010
Merrill Lynch 2007 - 2008
RYAN BECK & CO 2004 - 2007
NORTHEAST SECURITIES INC 2003 - 2004
SARATOGA CAPITAL INC 2003 - 2004
Prudential Securities, Inc. 1997 - 2003
Wells Fargo Advisors 1991 - 2003
PRUDENTIAL SECURITIES INC 1991 - 2003
Education
Cornell University 1979 — 1981
Cornell University
BS, Hotel Management
Baruch College, City University of New York (CUNY)
MBA, International Business
Yeshiva of Flatbush
Wells Fargo Advisors March 2009 - Present
Fleetwood Enterprises 1983 - January 2009
Fleetwood Enterprises April 2004 - May 2006
Education
Baylor University 1979 — 1982
BBA, Marketing & Management
J.J. Pearce High School 1976 — 1978
Wells Fargo Advisors March 2012 - November 2012
Dale Carnegie Training January 2012 - March 2012
Toastmasters July 2010 - June 2011
Wells Fargo Advisors March 2010 - August 2010
Wells Fargo Advisors November 2009 - March 2010
The Allen Daniel Group September 2006 - November 2009
TIAA-CREF Trust Company, FSB September 2001 - September 2006
Bank of America October 1997 - September 2001
Bank One April 1993 - October 1997
Duff & Phelps 1986 - 1993
Skills
Portfolio Management, Investments, Asset Allocation, Mutual Funds, Trading, Financial Planning, Asset Management, Investment Strategies, Retirement Planning, Asset Managment, Strategic Financial..., Equities, Securities, Series 7, Investment Management, Alternative Investments, Insurance, Wealth Management, Due Diligence, Fixed Income, Risk Management, Financial Services, Series 63, Finance, Investment Advisory, Teaching, Strategy, Analysis, Leadership, Team Leadership, Financial Advisory, Public Speaking, CRM, Management, Financial Analysis, Relationship Management, Employee Benefits, Banking, Financial Modeling, Credit, New Business Development, Project Planning, Mergers & Acquisitions, Executive Management, Software Documentation, Cash Management, Bonds, Financial Risk, Business Analysis, Valuation
Education
Dale Carnegie 2006 — 2006
Baldwin Wallace University 1989 — 1991
MBA, Systems Management
Baldwin Wallace University 1981 — 1986
BA, Marketing & Management
Shaw High School 1977 — 1981
High School Diploma, Math & Science
Wells Fargo Advisors May 2014 - Present
Social Media Club - Saint Louis January 2015 - Present
Y-Kiki Divers March 2010 - Present
KTVI - FOX 2 August 2006 - May 2014
KSDK-TV NewsChannel 5 2002 - 2006
Hampton Communications August 2000 - December 2002
postnet.com 1998 - 2000
Parents as Teachers National Center 1998 - 1998
Logos School 1997 - 1998
Skills
Content Strategy, Content Management, Digital Media, Digital Marketing, Digital Strategy, New Media, Social Media, Facebook, Social Media Marketing, Interactive Marketing, Social Media Training, Facebook Marketing, Social Networking, Online Branding, Media Relations, Web Content, Online Marketing, Public Speaking, Web Design, Television, Broadcast, New Media Strategy, Storytelling, Writing, Video, Television News, Internal Communications, Marketing Communications, Public Relations, Broadcast Journalism, Newsletters, Editing, Breaking News, SEO, Twitter, Press Releases, Corporate Communications, YouTube, Email Marketing, Personal Branding, Trade Shows, News, Creative Direction, Facebook Fan Page..., Publicity, Marketing..., New Media Marketing, Live Broadcast, TV Interview Preparation, TV News Writing
Education
University of Missouri-Columbia 1988 — 1991
Bachelor of Journalism, Broadcast
Bakersfield College 1986 — 1988
Communication
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors October 2010 - November 2014
Wells Fargo Advisors October 2008 - October 2010
Education
Averett University 2007 — 2008
Business
Wells Fargo Advisors April 2014 - Present
Merrill Lynch April 2011 - March 2014
Liberty Mutual January 2007 - March 2011
Domini Investments January 2010 - April 2010
College Works Painting February 2001 - December 2001
800.com 1997 - 2001
Skills
Insurance, Life Insurance, Investments, Marketing, Strategic Planning, Sales, Customer Service, Small Business, Strategic Financial..., Retirement Planning, New Business Development, Sales Management, Account Management, Team Building, Budgets, Cold Calling, Business Planning, Business Development, Financial Analysis, Mutual Funds, Entrepreneurship, Risk Management, Salesforce.com, 401k, Strategy, Financial Services, Personal Financial..., Qualified Retirement..., Retirement Benefits, SEP IRA, 401k Rollovers, Non-Qualified, Plan Compliance, Nondiscrimination..., Safe Harbor, Gramm-Leach-Bliley, Residential Mortgages, Commercial Lending, Variable Annuities, Charitable Gift Planning, Trust Services, Leadership, Creative Problem Solving, Listening to customers, Communication Skills, Fixed Annuities, Finance, Competitive Analysis, Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA, Masters in Business
University of Oregon 2003 — 2005
Bachelor of Art, Arts
Wells Fargo Advisors January 2014 - Present
Morgan Stanley March 2007 - December 2013
Andrews Building Corp January 2006 - March 2007
Skills
Fixed Income, Bloomberg
Education
Baruch College
Baruch College, City University of New York (CUNY)
Raymond James Financial Services Inc. Member FINRA/SIPC June 2011 - Present
Wells Fargo Advisors January 2008 - May 2011
AG Edwards January 1996 - January 2008
AG Edwards October 1983 - January 1996
Skills
Series 7, Series 24, Wealth Management, Investment Advisory, Mutual Funds, Retirement Planning, Series 63, Financial Advisory, Uniform Combined State..., Securities, Investments, Asset Allocation, Retirement, Fixed Annuities, Strategic Financial...
Education
Babson College 1981 — 1983
BA, Finance
NC State 1979 — 1981
NC State University
Pittsford Mendon High School 1976 — 1979
Wells Fargo April 2011 - Present
Wells Fargo Advisors April 2011 - September 2012
Skills
Banking, Credit, Loans, Consumer Lending, Credit Analysis, Life Insurance, Lines Of Credit, Commercial Lending
Education
Augsburg College 2011 — 2014
Finance and Business Management
Normandale Community College 2008 — 2011
Associate of Arts (AA)
Wells Fargo Advisors June 2007 - Present
Smith Barney Citigroup September 1983 - June 2007
Bache Halsey Stuart Shields October 1981 - September 1983
Skills
Investments, Customer Service, Portfolio Management, Finance, Microsoft Office, Management
Education
Austin College 1969 — 1973
Bachelor of Arts (BA), Economics
Irving High School 1964 — 1969
Wells Fargo February 2015 - Present
UBS Wealth Management March 2012 - February 2015
Wells Fargo Advisors November 2009 - March 2012
Merrill Lynch 2002 - 2009
Education
University of La Verne 2000 — 2004
Bachelor of Arts
California State University-Bakersfield 1997 — 1998
Bakersfield College 1995 — 1997
Associate of Arts (A.A.)
Wells Fargo Advisors March 2013 - Present
JPMorgan Chase September 2009 - March 2013
AXA Advisors February 2008 - April 2009
manning passing camp 2007 - 2008
Skills
Investments, Finance, Financial Analysis, Financial Advisory, 401k, Retirement Planning, Equities, Fixed Income, Mutual Funds, Investment Strategies, Asset Allocation, Securities, Asset Management, Series 7, Portfolio Management
Education
Baylor University 2000 — 2005
Wells Fargo Advisors October 2014 - Present
Unishippers March 2014 - October 2014
United States Air Force July 2013 - February 2014
United States Air Force June 2012 - June 2013
United States Air Force July 2010 - May 2012
United States Air Force July 2008 - June 2010
Skills
Customer Service, Team Leadership, Microsoft Office, Leadership Development, Sales, Data Analysis, Risk Management, Social Media, Time Management, Research, Accounting, Logistics Management, Marketing, Outlook, Cross-functional Team..., Organizational..., Intelligence Analysis, Forecasting, Account Management, Event Planning, Insurance, Investments, Financial Services
Education
Bellevue University 2010 — 2012
Master of Business Administration (MBA), Finance & International Management
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance
West Des Moines Valley High School 2000 — 2004
PepsiCo August 2014 - Present
VetVault June 2014 - Present
U.S. Trust August 2013 - August 2014
Wells Fargo Advisors September 2011 - July 2013
Edward Jones June 2008 - September 2011
U.S. Marine Corps May 2002 - June 2008
Skills
Business Development, Strategic Analysis, Client..., Strategic Planning, Wealth Management, Multi-generational..., Wealth Accumulation..., Wealth Preservation..., Private Equity, Mergers & Acquisitions, Insurance, Marketing Strategy, Analysis, Retirement, Portfolio Management, Leadership, Finance, Strategic Financial..., Investments, Estate Planning, Budgets, Financial Analysis, Strategy, Wealth Management..., Forecasting, Business Planning, Alternative Investments, Nonprofits, New Business Development, Entrepreneurship, Investment Management, Business Strategy, Cash Flow, Financial Modeling, Process Improvement, Risk Management, Start-ups, Financial Planners, Market Analysis
Education
The University of Texas at Dallas 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Baylor University 1999 — 2004
Bachelor of Science, Forensics
Wells Fargo Bank May 2015 - Present
Wells Fargo Bank September 2013 - April 2015
Wells Fargo Advisors February 2012 - August 2013
Wells Fargo July 2012 - April 2013
Babson College January 2011 - January 2011
UBS Wealth Management May 2010 - August 2010
Camp Dudley YMCA July 2006 - August 2006
Skills
Capital IQ, Microsoft Excel, Microsoft Office, Factset, Bloomberg, Morningstar, Risk Management, Financial Analysis, Operational Risk..., Leadership, Teamwork, Public Speaking, Internal Social Media
Education
Babson College 2008 — 2011
Bachelor of Science (B.S.), Finance, Business Management and Administration
University of Denver - Daniels College of Business 2007 — 2008
Finance, Accounting, Legal Studies
Neenah High School
Wells Fargo December 2014 - Present
Wells Fargo Advisors July 1998 - December 2014
JW Sales July 1987 - July 2001
Skills
Banking, Risk Management, Financial Services, Series 7, Credit, Financial Risk, Investments, Mutual Funds, Wealth Management, Series 63, Securities, Portfolio Management, Retirement Planning, Mortgage Banking, Financial Analysis, AML, Operational Risk, Options, Operational Risk..., FINRA, Private Banking, KYC, Due Diligence, Trading, Retail Banking, Credit Analysis, Finance, Retirement, Credit Risk, Fixed Income, Mortgage Lending
Education
Belmont Abbey College 1993 — 1997
Bachelor of Arts (B.A.), Business Administration and Management, General
Belmont Abbey College
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2013 - Present
SecondMarket August 2012 - May 2013
BNY Mellon November 2009 - August 2012
Wells Fargo Advisors July 2009 - October 2009
PricewaterhouseCoopers January 2009 - March 2009
Merrill Lynch November 2007 - December 2008
Baruch VITA February 2008 - April 2008
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2015
Master of Science (M.S.), Taxation
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelors of Business Adminstration, Accountancy
Wells Fargo Advisors November 2014 - Present
Encore Wire Corporation June 2007 - November 2014
Encore Wire Corporation June 2007 - November 2014
True North Advisors August 2005 - June 2007
Edward Jones May 2004 - August 2005
AXA Advisors May 2003 - May 2004
Skills
Sales Management, Contract Negotiation, Finance, New Business Development, Financial Analysis, Negotiation, Strategic Planning, Leadership, Management, Investments, Strategy, Market Analysis, Pricing, Account Management, Forecasting, Competitive Analysis, Business Planning, Mergers
Education
Baylor University - Hankamer School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Entrepreneurship/ Finance
Allstate Financial Services, LLC December 2011 - Present
Wells Fargo Advisors July 2005 - November 2011
Skills
Negotiation, Community Outreach, Strategic Planning, Customer Service, Microsoft Excel, Research
Education
Baruch College, City University of New York (CUNY)
University of Illinois at Urbana-Champaign
Health Fitness April 2012 - Present
Total Wellness Health October 2011 - Present
Overland Park Regional Medical Center January 2013 - January 2014
Mollen Immunization Clinics September 2011 - December 2012
Care Dynamics March 2012 - June 2012
Wells Fargo Advisors June 2007 - August 2011
Skills
Nursing, Patient Education, ACLS, Wellness, IV Therapy, Phlebotomy, Mental Health Counseling, Immunization, Treatment, Clinical Research
Education
Avila University 1980 — 1984
Master's, Psychology and Mental Health Services
University of Kansas Medical Center 1973 — 1975
Bachelor of Science, Nursing
Marquette University 1964 — 1969
A.B., Psychology and Elementary Education
Quantum Strides LLC October 2014 - Present
Quintiles December 2011 - Present
Nexgenser LLC., October 2006 - April 2015
Wells Fargo Advisors May 2010 - December 2011
US Courts December 2009 - May 2010
Microsoft/ SAP (Topazbridge/ Smartek21) January 2009 - December 2009
Qimonda / Modis July 2006 - January 2009
Ball State University 2005 - 2006
ICICI Lombard December 2002 - July 2005
TAKE Solutions September 2004 - April 2005
Skills
Agile Methodologies, Business Intelligence, SDLC, Requirements Analysis, Business Analysis, Software Project..., SOA, Data Warehousing, Integration, Enterprise Architecture, Vendor Management, Requirements Gathering, Solution Architecture, Microsoft SQL Server, Software Development, Project Management, Business Process, Program Management, Technical Recruiting, SQL, SharePoint, Oracle, Web Services, Cloud Computing, PMO, Enterprise Software, CRM, Agile Project Management
Education
Ball State University 2005 — 2006
MS, ICS
Merrill Lynch March 2009 - Present
Wells Fargo Advisors September 1985 - March 2009
Skills
Investments, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Investment Management, Portfolio Management, Wealth Management..., Series 65, Series 7, Certified Investment...
Education
Wharton School, University of Pennsylvania 1997 — 1999
Corporate Finance, CIMA
Ball State University
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Wells Fargo Advisors July 2002 - Present
Morgan Stanley Smith Barney January 1989 - July 2002
Drexel Burnham Lambert June 1977 - January 1989
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Securities, Equities, Strategic Financial..., Fixed Income, Retirement, Asset Management, Financial Advisory, Uniform Combined State..., Bonds, Investment Management, Wealth Management..., Fixed Annuities, Financial Modeling, Hedge Funds, Capital Markets, 401k
Education
Babson College - Franklin W. Olin Graduate School of Business 1976 — 1977
Master of Business Administration (MBA), Economics & Finance
Lycoming College 1972 — 1976
Bachelor of Arts (BA), Economics
Raytheon July 2014 - Present
Raytheon January 2014 - July 2014
Raytheon July 2013 - January 2014
Raytheon January 2013 - July 2013
Raytheon Space and Airborne Systems July 2012 - January 2013
Wells Fargo Advisors June 2011 - January 2012
District Court of Chattanooga June 2011 - July 2011
Skills
Financial Analysis, Bloomberg Terminal, Market Research, Accounting, Finance, Financial Modeling, Microsoft Excel, Strategic Financial..., Financial Reporting, Microsoft Office, PowerPoint, SAP, Earned Value Management, Six Sigma
Education
Southern Methodist University 2009 — 2012
Cox School, Business
Southern Methodist University - Cox School of Business 2009 — 2012
BS, Finance
Beijing Normal University 2010 — 2010
Bachelor of Business Administration, Financial Consulting
The McCallie School 2002 — 2009
Wells Fargo January 2013 - Present
Wells Fargo Advisors April 2012 - Present
Jos. A. Bank Clothiers 2011 - 2012
Skills
Customer Satisfaction, Sales Management, Direct Sales, Merchandising, Promotions, Billing, Advertising, Customer Service
Education
The University of Tennessee at Chattanooga 2009 — 2011
Bachelor of Science, Political Science
Austin Peay State University 2005 — 2009
Bachelor of Science, Political Science
Whitehaven High School
State Street Bank September 2013 - Present
Wells Fargo Advisors October 2012 - February 2013
Trilogy Spa Ventures February 2012 - September 2012
Conceptual.ly August 2011 - February 2012
StoryBoard TV June 2010 - August 2010
Rapaport July 2009 - August 2009
Ducat Investment Group June 2008 - August 2008
Skills
Financial Analysis, Statistical Data..., Microsoft Excel, Communication, Account Management, Bloomberg, Reuters, Microsoft Office, Equities, Accounting, Portfolio Management, Banking, Investments, Finance, PowerPoint, Financial Modeling, Investment Banking, Marketing
Education
Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Finance and Investments, 3.7
Queens College 2009 — 2011
Bachelor of Arts (B.A.), Media Studies, 3.9
Wells Fargo Advisors August 2010 - Present
Peabody Energy September 2008 - August 2010
Skills
Investments, Risk Management, Financial Advisory, Retirement Planning, Analysis, Finance, Financial Analysis, Bonds, Trading, Financial Risk, Stocks, Municipal Bonds, Business Analysis, Project Management, 401k Rollovers, College Savings Plans, Separately Managed..., Financial Advice
Education
Washington University in St. Louis 2005 — 2007
MBA, Finance
Augustana University (SD) 1999 — 2003
Bachelor of Arts, Economics
TD Ameritrade Institutional November 2012 - April 2014
Wells Fargo Advisors January 2012 - November 2012
Wells Fargo Advisors February 2009 - December 2011
Wells Fargo Advisors (formerly Wachovia & AG Edwards) February 2003 - February 2009
Prospera Financial April 2002 - November 2002
Salomon Smith Barney May 2000 - March 2002
A.G. Edwards & Sons, Inc. March 1995 - May 2000
Skills
Business Communications, Compliance Review, Project Management, Event Planning, Strong Interpersonal..., Business Tool..., Change Management, Highly detail oriented, Budget Management, Business Development, Wealth Management
Education
Baylor University
Oral Communications
Henderson State University
Bachelor of Business Administration (BBA), Business Administration and Management, General
MBA Candidate September 2015 - Present
Thrive Healthcare January 2015 - July 2015
Hedge Fine Blooms September 2014 - July 2015
Advanced Technical Intelligence Center (ATIC) September 2014 - November 2014
Wells Fargo Advisors June 2013 - May 2014
Edward Jones October 2012 - February 2013
United States Navy March 2008 - November 2012
Skills
Military, Navy, Military Experience, Security Clearance, Military Operations, DoD, Operational Planning, Government, Microsoft Office, Surface Warfare, National Security, Force Protection, Training, Program Management, Personnel Supervision, Logistics Management, Active DoD Secret..., Strategic Planning, Strategic Leadership, Public Speaking, Team Building, Military Logistics, Weapons, Organizational..., Leadership, Intelligence Analysis, Management, Intelligence, Project Management, Analysis, Defense, Security, Budgets, PowerPoint, Microsoft Excel, Nonprofits, Customer Service
Education
University of California, San Diego 2015 — 2017
Master of Business Administration (MBA)
Belmont University 2002 — 2006
Bachelor of Science (B.S.), Mass Communication/Media Studies
Metal SourceLLC May 2004 - Present
Wells Fargo Advisors May 2003 - May 2004
Skills
Business Strategy, New Business Development, Trading, Leadership, Sales, International Sales, Forecasting, Negotiation, International Business, Business Planning, Business Development, Account Management, Team Building, Management, Process Improvement, Strategy, Strategic Planning, Sales Management, Purchasing, Contract Negotiation, Commodity, Operations Management, Marketing, Pricing, Supply Chain Management, Start-ups, Logistics, Procurement, Competitive Analysis
Education
Ball State University - College of Business 2001 — 2004
BS, Marketing
Manchester High School 1997 — 2000
US Lacrosse February 2012 - Present
Wells Fargo Advisors May 2015 - July 2015
Colliers-International May 2014 - July 2014
Phantom Fireworks June 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Lacrosse, Ice Hockey, Microsoft Applications, Calculus, Business, Computers, Research, Data Analysis, Databases, Data Entry, Leadership, Sports, Analysis, Football, Economics, Finance, Time Management, Access, Teamwork, Athletics, Integrity, Coaching, Public Speaking, Facebook, Social Networking, Team-oriented, Team Leadership, Social Media, Microsoft Office
Education
Bellarmine University 2012 — 2016
Accounting and Finance
St. Xavier High School 2008 — 2012
High School
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Advisors July 2004 - Present
Wells Fargo Advisors, LLC January 2012 - April 2015
Education
Bates College 1999 — 2003
BA, Economics
Delbarton School 1995 — 1999
Investment Center at Citizens Bank 2010 - Present
Wells Fargo Advisors May 2010 - August 2010
JP Morgan Chase May 2004 - January 2010
JP Morgan Chase April 1992 - April 2004
Skills
Wealth Management, Investments, Retirement Planning
Education
Baker College Business and Corporate Services 1997 — 1998
Certificate of Financial Planning, Financial Planning
University of Michigan-Flint 1987 — 1990
BBA, Finance
Davison High School 1983 — 1987
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors October 2011 - October 2013
Jacob William Advisory March 2011 - September 2011
Dalton Education July 2009 - March 2011
CFP Board October 2007 - May 2009
DePaul University 2001 - 2007
Merrill Lynch 2000 - 2001
Merrill Lynch 2000 - 2001
Education
Augustana College 1973 — 1977
BS, Public Administration
DePaul University
MA, Financial Planning
Babson College August 2008 - Present
Young & Rubicam Advertising July 2010 - August 2010
Puma September 2009 - December 2009
Blank Label April 2009 - July 2009
Campus Calendars September 2008 - May 2009
Wells Fargo Advisors December 2007 - August 2008
Skills
Market Research, Competitive Analysis, Marketing Strategy, Artistic Abilities, Out Of the Box, Intuitiveness, Charismatic Leadership, Loyal, Graphic Design, Start-ups, Computer Proficiency, Entrepreneurship, Creative Writing, Management, People Skills, Sales, Social Media, Product Development, Advertising, Social Networking, Social Media Marketing, Marketing, Finance, Online Marketing, Strategic Planning, Facebook, Account Management, Leadership, Digital Marketing, Brand Management
Education
Babson College 2008 — 2014
Business Administration, Entrepreneurship, Music Business, Marketing
Wells Fargo Advisors December 1985 - Present
Wells Fargo Advisors 1985 - July 2011
Skills
Securities, Mutual Funds, Alternative Investments, Retirement Planning, Experienced Business..., Equities, Separately Managed..., Investments, Financial Services
Education
Averett University 1996 — 1998
MBA
Virginia State University 1994 — 1996
BS
University of Virginia 1981 — 1985
Colonial Heights High 1977 — 1981
Wells Fargo Advisors October 2010 - Present
Cargill May 2012 - August 2012
Horizon Wealth Managment January 2012 - April 2012
University of Minnesota Foundation September 2009 - October 2010
Target May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Finance & Accounting, Business
Australian Catholic University
CAPA International Education, Study Abroad
U.S. Bank - Ascent Private Capital Management April 2011 - Present
Wells Fargo May 2006 - April 2011
Wells Fargo Advisors May 2004 - May 2006
Horizon Landscape & Design May 2000 - April 2004
Skills
Wealth Management, Asset Management, Investments, Portfolio Management, Alternative Investments, Asset Allocation, Fixed Income
Education
Augsburg College
Master of Business Administration (MBA)
University of Wisconsin-Madison
Bachelor's degree, Finance, General
Wells Fargo Advisors November 2007 - Present
A.G. Edwards & Sons, Inc. November 2005 - November 2007
Advest, Inc. November 1980 - November 2005
Advest, Inc. 1980 - 2005
Skills
Investments, Securities, Retirement Planning, Investment Strategies, Asset Allocation, Multi-generational..., Risk Management, Public Speaking, Team Building, Customer Service, Strategic Planning, Financial Analysis, Retirement Plan..., Wealth-preservation..., Stock Analysis, Concentrated Stock..., Investment Planning, Tax-Efficient Strategies, Estate Investment...
Education
Babson College 1977 — 1980
B.S., Marketing & Finance
Pulaski Senior High School 1966 — 1970
diploma, general
UBS February 2014 - Present
Wells Fargo Advisors January 2009 - February 2014
A.G. Edwards & Sons, Inc. May 1995 - December 2008
Edward Jones August 1993 - April 1995
Skills
Series 7, Series 63, Wealth, Financial Advisory, Portfolio Management, Wealth Management, Asset Allocation, Retirement, Retirement Planning, Securities, Long-term Care, Asset Management, Investment Management, 401k Rollovers, Long Term Care, Life Insurance Planning, Certified Financial..., 529 Plans, Multi-Generational..., Investment Advisory
Education
The Ohio State University 2010 — 2010
ACFP Certification Education Program
Baldwin-Wallace College 1989 — 1993
BA - Business Administrative, Finance, Minor in Economics
Fremont Ross High School 1986 — 1989
MiddleMarket August 2015 - Present
Wells Fargo Advisors May 2014 - September 2014
Colliers International July 2012 - September 2012
Skills
Leadership, Project Management, Data Analysis, Market Research, User Interface Design, Web Development, Mobile Application..., Product Development, C++, WordPress, Product Management, Front-end Development, New Venture Formation, Information Technology, Ruby on Rails, Back-end Development, Data Modeling, Business Intelligence, Entrepreneurship, Microsoft Excel, Public Speaking, Research, Communication, Start-ups, E-commerce
Education
Stanford University 2015 — 2015
Graduate Summer Visitor, Technology and Innovation
Santa Clara University 2011 — 2015
Bachelor's Degree, Economics
Bellarmine College Preparatory 2007 — 2011
High School
Wells Fargo Advisors February 2009 - Present
Gordon College January 2014 - Present
Skills
Investments, Mutual Funds, ETFs, Wealth Management..., Retirement Planning, Asset Allocation, Wealth Management, Asset Managment, Investment Advisory, Series 7, Financial Advisory, Asset Management, Wealth, Investment Strategies, Investment Management, Portfolio Management, Financial Planners, Estate Planning, Financial Services, Series 65, Insurance, FINRA
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1999
Master of Business Administration (M.B.A.)
Gordon College 1984 — 1988
BA
Beverly High School 1980 — 1984
Wells-Fargo Advisors January 2010 - February 2011
Personal Hobby Projects March 2011 - 2011
Archcoal, Inc. June 2008 - November 2009
Mastercard, Inc August 2007 - May 2008
Sisters of Mercy Health System January 2006 - July 2007
AT&T December 2001 - August 2005
AT&T July 2000 - November 2001
Industrial Wire Products, Inc September 1993 - May 2000
Education
Southern Illinois University, Edwardsville 1991 — 1993
MSEE, Electrical Engieering
Bangalore University 1984 — 1989
BSEE, Electronics & Communication Engineering
Capital One October 2011 - Present
Various April 2009 - September 2013
Wells Fargo Advisors June 2003 - October 2011
Virginia Physicians Incorporated July 2002 - April 2003
VCU Healthcare Systems (formerly MCV) October 2001 - May 2002
Skills
Employee Benefits, Recruiting, Process Improvement, Training, Human Resources, Payroll, Vendor Management, Credit, Onboarding, Risk Management
Education
Averett University 2006 — 2008
Master of Business Administration (MBA)
Averett University 2006 — 2008
Masters, Business Administration
Virginia Commonwealth University 1999 — 2003
Bachelor of Science, Human Resources Management/Industrial Relations
4215 United States Army Hospital - USAR July 2014 - Present
Wells Fargo Advisors March 2014 - June 2014
Maverick Funding November 2013 - March 2014
Live Well Financial, Inc. October 2011 - July 2013
SunTrust Mortgage October 2010 - October 2011
US Army/Army National Guard July 1994 - October 2010
SunTrust Mortgage October 2008 - August 2009
Midas of Richmond January 2008 - October 2008
Saxon Mortgage, Inc., A Morgan Stanley Company February 2007 - October 2007
Aggressive Mortgage February 2006 - February 2007
Skills
Mortgage Lending, Mortgage Banking, Credit, Loans, Loan Origination, Banking, Leadership, Sales, Refinance, FHA, Underwriting, Customer Service, Management, Analysis, Business Development, Residential Mortgages, Research, Team Building, Credit Analysis, Coaching, Military, Notary Public, BLS, Therapeutic Modalities, CPR Certified
Education
Medical Education Training Campus (METC) 2014 — 2015
Diploma - Physical Therapy Specialist- MOS 68F awarded, Physical Therapy Technician/Assistant
Averett University 2002 — 2012
BBA, Business Adminstration, 3.17
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors January 2012 - Present
Wachovia Securities July 2010 - March 2012
Wachovia Securities August 2004 - June 2010
Wachovia Securities November 2001 - May 2004
Skills
Banking, Series 7, Mutual Funds
Education
Bangalore University
B.A., Economics, English, Psychology
Wells Fargo Advisors February 2003 - Present
Citigroup April 1993 - February 2003
Skills
Strategic Planning, Business Strategy, Finance, Corporate Finance, New Business Development, Management Consulting, Investments, Marketing Strategy, Alternative Investments, Business Development, Strategy, Financial Analysis, Entrepreneurship, Start-ups, Financial Modeling, Project Management
Education
Babson College 1967 — 1973
Monsanto Company May 2014 - Present
Wells Fargo Advisors March 2013 - May 2014
SyllogisTeks March 2012 - March 2013
Express Scripts January 2011 - March 2012
Wells Fargo Advisors October 2009 - January 2011
Sachs Electric April 2008 - October 2009
Reliv International July 1998 - April 2008
Foley & Lardner 1996 - 1998
Skills
Business Analysis, SharePoint, Data Analysis, Microsoft Office, SQL, Troubleshooting, PowerPoint, Analytics, Microsoft Word, Dashboard, Visio, Process Improvement, Access, Oracle, Toad, System Administration, SDLC, Accounting, Data Warehousing, Databases, Sarbanes-Oxley Act, Vendor Management
Education
Ball State University - College of Business 1977 — 1980
AA, Business / Accounting
Wells Fargo Global Fund Services October 2013 - Present
Wells Fargo Global Fund Services August 2012 - October 2013
Wells Fargo Advisors October 2011 - August 2012
Wells Fargo Securities February 2008 - October 2011
Wells Fargo Institutional Brokerage February 2006 - February 2008
Wells Fargo Bank May 2005 - February 2006
Wells Fargo Bank November 2004 - May 2005
Augustana College August 2001 - August 2003
Blair YMCA May 2001 - August 2002
Blair YMCA May 1996 - August 2002
Skills
Microsoft Excel, Bloomberg Terminal, Bloomberg API, Microsoft Office, Bloomberg Data License, Microsoft Word, Customer Service, Bloomberg, Showcase Query, SQL, Technical Documentation, Analytic Problem Solving, Troubleshooting
Education
Augustana College (SD) 2000 — 2004
Bachelor of Arts, Mathematics; Music
Wells Fargo Advisors July 2002 - Present
Skills
Retirement Planning, Investments, College Savings Plans, Strategic Planning, Life Insurance
Education
Georgia State University 2008 — 2010
Personal Financial Planning - Certificate, Department of Risk Management & Insurance
Georgia Regents University 1999 — 2001
Master of Business Administration (M.B.A.)
University of Alabama 1995 — 1998
Bachelor of Arts (BA), Anthropology
Bay High School
Bay High School
Glacial Energy November 2011 - Present
MCS Financial, LLC September 2010 - Present
Wells Fargo Advisors March 2008 - September 2010
SunTrust Investment Services September 1999 - March 2008
Skills
Energy, Energy Management, Energy Efficiency, Natural Gas, Deregulation, Electricity Markets, Power Factor Correction, Energy Conversion, Cogeneration, Energy Analysis
Education
Barry University
Bachelor of Science (BS), Business Administration and Management, General
College for Financial Planning
Certified Financial Planner, Investments and Securities
Registered Equity Trader
Wells Fargo Advisors September 2006 - Present
US Army June 1999 - October 2006
Education
Austin Peay State University 2001 — 2004
A.S., Liberal Arts
Department of Commerce March 2013 - Present
Department of Commerce August 2011 - March 2013
Department of Veterans Affairs May 2010 - August 2011
Compass Home Health Care July 2009 - April 2010
Boston Culinary Group July 2009 - February 2010
Wells Fargo Advisors March 2009 - August 2009
Department of Treasury June 2008 - August 2008
Skills
Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Access, Public Speaking, Outlook, Team Leadership, Teamwork, Strategic Planning, Fundraising, Policy, Leadership, Cross-functional Team..., Training, Analysis, Management, Budgets, Project Management, Operations Management, Program Management
Education
George Mason University 2014 — 2015
Graduate Certificate, Project Management
Central Michigan University 2010 — 2011
Master of Public Administration (MPA)
Barry University 2005 — 2010
Bachelor of Science (B.S.), Accounting/Marketing
EisnerAmper LLP November 2013 - Present
Brian Wasser CPA, PC January 2010 - November 2013
Zicklin School of Business - Baruch College August 2011 - May 2013
Wells Fargo Advisors January 2011 - May 2012
PCS Research Services April 2010 - October 2010
HFP Capital Markets LLC August 2009 - April 2010
Skills
Auditing, Financial Accounting, Tax, US GAAP, IFRS, QuickBooks, Retirement Planning, Microsoft Excel, Microsoft Office, Strategic Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
M.S., Accountancy
Indiana University - Kelley School of Business 2005 — 2009
B.S., Finance
Wells Fargo Advisors February 2014 - Present
SunTrust Mortgage November 2012 - February 2014
Wells Fargo Advisors June 2011 - November 2012
VHDA May 2000 - June 2011
Skills
PMP, Business Analysis, Business Intelligence, Enterprise Architecture, Microsoft SQL Server, Program Management, Project Portfolio..., Requirements Analysis, SDLC, SharePoint, Software Project..., Vendor Management, Visio
Education
Averett University 1990 — 1992
MBA
Virginia State University 1984 — 1989
BS, Computer Science
Microsoft August 2013 - Present
GenRocket, INC February 2013 - May 2013
Babson College September 2010 - May 2013
Babson College March 2012 - December 2012
CustomMade Ventures May 2012 - August 2012
Wells Fargo Advisors May 2009 - August 2009
Skills
Competitive Analysis, Illustrator, User-centered Design, InDesign, Wire Framing, HTML, CSS, Scuba Diving, Photoshop, SharePoint, Microsoft Office, User Experience Testing, Weaving, Laser Cutting, Vinyl Cutting, Final Cut Pro, Ice Breakers
Education
Franklin W. Olin College of Engineering 2010 — 2013
Engineering Certificate, Engineering Design
Babson College 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Rhode Island School of Design 2011 — 2011
Summer Institute for Graphic Design, Graphic Design
Cranbrook Kingswood 2005 — 2009
High School Degree
Wells Fargo Advisors August 2014 - Present
Wells Fargo Advisors December 2010 - Present
Wells Fargo Advisors April 2008 - November 2010
A.G. Edwards June 2004 - March 2008
Skills
Series 7, Series 66, Investments, Strategic Financial..., Financial Services, Financial Analysis, Finance, Capital Markets, Relationship Management, Fixed Income Strategies, Fixed Income, Series 63, Securities
Education
Saint Louis University 2007 — 2010
Master of Business Administration (MBA)
Augustana College 2000 — 2004
Business Administration, Finance, Accounting
Virginia Asset Group August 2015 - Present
Merrill Lynch July 2012 - August 2015
Wells Fargo Advisors March 2010 - July 2012
Wells Fargo July 1998 - March 2010
Skills
Investments, Investment Strategies, Series 7, Wealth Management, Fixed Annuities, Retirement, Series 63, Retirement Planning, Mutual Funds, Investment Advisory, Asset Allocation, IRAs, Uniform Combined State..., Financial Advisory, Finance
Education
Averett University
BBA, Business
Wells Fargo Advisors June 2015 - Present
UBS October 2008 - June 2015
UBS August 2007 - October 2008
UBS December 2004 - July 2007
UBS December 2003 - December 2004
UBS May 2002 - December 2003
PaineWebber June 2001 - May 2002
Skills
Wealth Management, Investments, Financial Services, Portfolio Management, Customer Service, Retirement Planning, Strategic Planning
Education
Baylor University 1997 — 2002
Bachelor of Business Administration (B.B.A.), Economics, International Business, Management
Wells Fargo Advisors December 1998 - Present
Merrill Lynch December 1979 - December 1998
Skills
Mutual Funds, 401k Rollovers, Strategic Planning, IRAs, 529 Plans, Uniform Combined State..., Wealth Management..., Saving for Education, 401k, Unit Investment Trusts, Retirement, Municipal Bonds, Customer Service, AP Style, Asset Allocation, Retirement Plan..., High Net Worth..., Public Speaking, Employee Training, Speech Writing, Copy Editing, Retirement Planning, CRPC, FINRA, AAMS, Investment Advisory, Wealth, Investment Strategies, Tax Free Income, SEP IRA, Business Planning
Education
Baylor University 1959 — 1963
Bachelor of Arts (B.A.), Business, Sociology
Wells Fargo Advisors March 2006 - Present
AXA Advisors May 2000 - March 2006
Merrill Lynch July 1994 - May 2000
Skills
Mutual Funds, Securities, Retirement, Insurance, Financial Services, Fixed Annuities, Equities, Risk Management, Asset Allocation, Variable Annuities
Education
Baker University
Bachelors of Arts, Business Administration
Wells Fargo Advisors November 2008 - April 2011
Fidelity Investments May 2007 - November 2008
Davis School District January 2002 - May 2005
Skills
Mutual Funds, Portfolio Management, Series 7
Education
City University of New York-Baruch College
MBA
University of Utah
Bachelor of Science (BS)
Weber State University
Bachelor of Science (B.S.)
Wells Fargo Advisors, LLC Fixed Income Portfolio ManagerWells Fargo Advisors1992 - 2011
Wells Fargo Advisors 1992 - 2011
Skills
Series 7, Bonds
Education
Saint Louis University
Master of Business Administration (MBA)
Baylor University
Bachelor of Business Administration (BBA), Finance
Brooks Brothers July 2014 - Present
Herb Chambers Lexus of Sharon March 2014 - July 2014
Simon & Sons Men's Clothing and Tuxedos September 2013 - March 2014
Jos. A. Bank Clothiers January 2007 - August 2013
Jos. A. Bank Clothiers August 2005 - January 2007
Creative Playthings of Charlotte, NC January 2003 - December 2004
Big Tall & All Men's Clothing July 1999 - January 2003
Northwestern Mutual Life January 1996 - January 1999
Zerden's, Inc January 1984 - January 1996
Wells Fargo Advisors January 1981 - January 1984
Skills
Apparel, Insurance, Footwear, Fashion, Merchandising, Sportswear, Annuities, Financial Planning, Investments, Customer Service, Long Term Care, Outerwear, Health Insurance, Profitability, Retail Management, Store Management, Account Management, Direct Sales, Sales, Selling, Leadership, Retail, Loss Prevention, Profit, Management, Budgets, Visual Merchandising, Inventory Management, Forecasting, Store Operations, Sales Management, Advertising, P&L, Customer Retention, Finance, Team Building, Recruiting
Education
Babson College 1977 — 1978
MBA
Northeastern University 1965 — 1970
B.S., Business Administration
Durfee HS
Mitchell Heating and Cooling April 2013 - Present
Wells Fargo Advisors November 2011 - March 2013
Boehringer Ingelheim 2007 - 2009
Skills
Retirement Planning, Sales, Investments, Finance, Insurance, Strategic Planning, Financial Services, Risk Management, Health Insurance, Small Business, Financial Advisory, Fixed Annuities, Estate Planning, Wealth Management, Mutual Funds, Retirement, Marketing, Customer Service, Management, Microsoft Office, Sales Operations, Business Planning, Sales Management, Leadership, Direct Sales, Project Management, Contract Negotiation, Negotiation
Education
Barton College 1990 — 1994
Bachelor of Science (BS)
Morgan Stanley Smith Barney October 2006 - Present
Morgan Stanley Smith Barney October 2006 - Present
Wells Fargo Advisors October 2005 - August 2006
Wachovia Securities LLC January 2001 - October 2004
First Union Securities, Inc January 2001 - April 2001
First Union Securities, Inc September 1990 - June 2000
Education
Austin Community College 1977 — 1979
Associate, Business
Deer Park High School 1971 — 1975
Liberal Arts
Texas Paralegal School
Wells Fargo Advisors July 2008 - December 2009
Banc of America Securities October 2007 - February 2008
Bank of New York Mellon December 2004 - July 2007
Education
Baruch College, City University of New York (CUNY)
Accounting & Literature
Wells Fargo Advisors July 2008 - Present
UBS August 1986 - July 2008
Skills
Wealth Management, Investments, Series 7, Retirement Planning, Mutual Funds, Asset Allocation, Series 63, Equities, Strategic Financial..., Asset Management, Loans, Credit, Retirement, Investment Advisory, Securities, Alternative Investments, Mortgage Lending, Financial Services, Fixed Income, Banking
Education
Baldwin Wallace University 1974 — 1976
MBA, Business
Bowling Green State University 1966 — 1970
BS, Business
Wells Fargo Advisors July 2000 - Present
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Cash Management, Financial Services, Strategic Financial..., Financial Planning, Banking
Education
Belmont Abbey College 1996 — 2000
BS and BA, Accounting and Business
Wells Fargo Advisors January 2011 - July 2012
Wells Fargo Investments, LLC July 2000 - January 2011
Ragen MacKenzie 2000 - 2001
Skills
Risk Management, Securities, Investments, Banking
Education
Bellevue College 2012 — 2013
Associate's Degree, Accounting, 3.82
UBS Financial Services Inc. March 2012 - Present
Wells Fargo Advisors November 2008 - March 2012
Sovereign Bank 2004 - 2008
Education
Baruch College 1975 — 1977
Bachelor of Business Administration (BBA), Marketing
Brooklyn College 1973 — 1975
Wells Fargo Advisors July 2004 - Present
Skills
Banking, Series 7, Process Improvement, Risk Management, Portfolio Management, Credit, Mutual Funds, Investments, Securities, Financial Services, Loans, Mortgage Lending, Wealth Management, Financial Analysis, Operations Management, Asset Management, Vendor Management, Strategic Financial..., Customer Service, Series 63
Education
Averett University 2010 — 2012
Master of Business Administration (MBA), master business administration
Virginia State University 1984 — 1986
Bachelor of Science (BS), Fashion Merchandising and Business
Nationwide Financial April 2015 - Present
Wells Fargo Advisors January 2009 - August 2014
Skills
Research, Microsoft Word, Microsoft Office, Management, Microsoft Excel, Portfolio Management
Education
Averett University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Elon University 1985 — 1989
Bachelor of Science (BS), Business Administartion