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),

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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
Jeff Harrison Jeff Harrison Charlotte, North Carolina Area Details
Jeff Harrison's Wells Fargo Advisors Experience October 2011 - November 2013
Job Principal at The Immersion Group
Industry Financial Services
Experience
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

Ashley Ringgold Ashley Ringgold Greater Atlanta Area Details
Ashley Ringgold's Wells Fargo Advisors Experience June 2014 - Present
Job Registered personal banker at Wells Fargo
Industry Investment Management
Experience
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

Charles Dix Charles Dix Dallas/Fort Worth Area Details
Charles Dix's Wells Fargo Advisors Experience May 2005 - Present
Job Branch Manager & Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Seth Pirc Seth Pirc Greater St. Louis Area Details
Seth Pirc's Wells Fargo Advisors Experience April 2015 - Present
Job FA Lending Tools Manager | AVP at Wells Fargo Advisors
Industry Financial Services
Experience
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

Neil Scheinbart Neil Scheinbart Greater Los Angeles Area Details
Neil Scheinbart's Wells Fargo Advisors Experience August 2009 - Present
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

James Gillock James Gillock Dallas, Texas Details
James Gillock's Wells Fargo Advisors Experience February 2013 - May 2013
Job Analyst at Tolleson Wealth Management
Industry Financial Services
Experience
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

Deborah Odette Deborah Odette Austin, Texas Details
Deborah Odette's Wells Fargo Advisors Experience August 2008 - August 2013
Job Student at The University of Texas at Austin
Industry
Experience
Wells Fargo Advisors   August 2008 - August 2013
UBS  October 2007 - August 2008
UBS  June 2006 - October 2007
UBS  September 2005 - June 2006
UBS  October 2004 - August 2005
UBS  June 1999 - December 2000

Education
The University of Texas at Austin   2013 — 2016

Austin Community College   2008 — 2013

John J. LaBarca John J. LaBarca Greater New York City Area Details
John J. LaBarca's Wells Fargo Advisors Experience June 2006 - February 2010
Job Sr. Investment Specialist at National Securities
Industry Financial Services
Experience
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

Kathryn Hallam, CFP® Kathryn Hallam, CFP® Dallas/Fort Worth Area Details
Kathryn Hallam, CFP®'s Wells Fargo Advisors Experience March 2010 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

Fatima Lewis Fatima Lewis Charlotte, North Carolina Area Details
Fatima Lewis's Wells Fargo Advisors Experience October 2011 - Present
Job Regional Branch Supervisor
Industry Investment Banking
Experience
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

Antonio Phillips Antonio Phillips Indian Trail, North Carolina Details
Antonio Phillips's Wells Fargo Advisors Experience September 2011 - September 2012
Job Realtor, Broker at Allen Tate Realtors
Industry Real Estate
Experience
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

Debra S. Spencer Debra S. Spencer Indianapolis, Indiana Details
Debra S. Spencer's Wells Fargo Advisors Experience September 2007 - December 2014
Job Financial Advisor at THURSTON SPRINGER MILLER HERD & TITAK
Industry Financial Services
Experience
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

Greg David Greg David Lexington, South Carolina Details
Greg David's Wells Fargo Advisors Experience February 2007 - May 2012
Job Founding Partner & Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
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

Kevin McIntosh Kevin McIntosh Greater Seattle Area Details
Kevin McIntosh's Wells Fargo Advisors Experience March 2001 - August 2012
Job NMIS Operations Manager at Northwestern Mutual
Industry Financial Services
Experience
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

Amber Shoemake Amber Shoemake Hickory/Lenoir, North Carolina Area Details
Amber Shoemake's Wells Fargo Advisors Experience May 2007 - September 2010
Job Foundation Relations Specialist at Samaritan's Purse
Industry Financial Services
Experience
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

Charlene Reasner Charlene Reasner Tampa, Florida Details
Charlene Reasner's Wells Fargo Advisors Experience 2005 - 2006
Job at
Industry Financial Services
Experience
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

Brian Furgason Brian Furgason Atlanta, Georgia Details
Brian Furgason's Wells Fargo Advisors Experience September 2014 - Present
Job If you aren't in over your head, how do you know how tall you are?
Industry Financial Services
Experience
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

Joseph (Joe) Kiefer II Joseph (Joe) Kiefer II Evansville, Indiana Details
Joseph (Joe) Kiefer II's Wells Fargo Advisors Experience February 2014 - Present
Job Financial Advisor at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
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

Robert Norvell Robert Norvell New York, New York Details
Robert Norvell's Wells Fargo Advisors Experience September 2006 - December 2009
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
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

Malik J Khaliq Malik J Khaliq Davenport, Iowa Area Details
Malik J Khaliq's Wells Fargo Advisors Experience September 1998 - Present
Job SVP, Fundamental Choice Portfolio Manager, Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Al Belanger Al Belanger Davenport, Iowa Details
Al Belanger's Wells Fargo Advisors Experience February 2008 - Present
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Yaqin (Stephanie) Guo Yaqin (Stephanie) Guo Syracuse, New York Details
Yaqin (Stephanie) Guo's Wells Fargo Advisors Experience July 2013 - Present
Job Intern at Wells Fargo Advisors, MSFinance Candidate at Syracuse University, CFA Level 3 Candidate
Industry Financial Services
Experience
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

Shaun Arnold Shaun Arnold Charlotte, North Carolina Details
Shaun Arnold's Wells Fargo Advisors Experience September 2014 - Present
Job AVP, Regional Branch Supervisor at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors   September 2014 - Present

Education
Bellevue University
M.B.A., Business

Bellevue University
B.A., Liberal Arts

Emma Gochberg Emma Gochberg Minneapolis, Minnesota Details
Emma Gochberg's Wells Fargo Advisors Experience June 2007 - July 2012
Job Licensed Esthetician
Industry Health, Wellness and Fitness
Experience
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

Claren Englebreth Claren Englebreth Raleigh, North Carolina Details
Claren Englebreth's Wells Fargo Advisors Experience December 2011 - Present
Job Financial Advisor, AAMS at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

George Mundy, CFP George Mundy, CFP Greater Philadelphia Area Details
George Mundy, CFP's Wells Fargo Advisors Experience July 2010 - Present
Job Senior Vice President Investment Officer @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Lynn Castle Lynn Castle Richmond, Virginia Area Details
Lynn Castle's Wells Fargo Advisors Experience December 2008 - June 2010
Job Compliance at Dominion Virginia Power
Industry Utilities
Experience
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

Jack Polcar Jack Polcar Cleveland, Ohio Details
Jack Polcar's Wells Fargo Advisors Experience July 2008 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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 Orsky Jason Orsky Cleveland/Akron, Ohio Area Details
Jason Orsky's Wells Fargo Advisors Experience August 2012 - January 2014
Job President at Jason M. Orsky Wealth Management specializing in Investments | Insurance | Retirement Planning
Industry Financial Services
Experience
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

Derek Stanley, CFP Derek Stanley, CFP Fort Worth, Texas Details
Derek Stanley, CFP's Wells Fargo Advisors Experience May 2004 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jessica Winer Jessica Winer Greater Boston Area Details
Jessica Winer's Wells Fargo Advisors Experience September 2008 - March 2010
Job Sr. Global Mobility Specialist at EMC
Industry Human Resources
Experience
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

Cory Wilson Cory Wilson Greater St. Louis Area Details
Cory Wilson's Wells Fargo Advisors Experience September 2012 - Present
Job "Exploring what it means to be an Intrapreneur"
Industry Investment Management
Experience
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

Jonathan Jochum Jonathan Jochum Austin, Texas Details
Jonathan Jochum's Wells Fargo Advisors Experience 2013 - December 2014
Job Regional Consultant at Sage Advisory
Industry Financial Services
Experience
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.)

Amanda Yan Amanda Yan Jericho, New York Details
Amanda Yan's Wells Fargo Advisors Experience June 2011 - April 2015
Job Full Spectrum Financial Solutions
Industry Financial Services
Experience
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

Charles Jerry Lewis, Jr Charles Jerry Lewis, Jr Waco, Texas Area Details
Charles Jerry Lewis, Jr's Wells Fargo Advisors Experience July 1985 - Present
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

James D. Stanford, CIMA James D. Stanford, CIMA Fort Worth, Texas Details
James D. Stanford, CIMA's Wells Fargo Advisors Experience September 1993 - Present
Job Managing Director Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Cole Wise Cole Wise Charlotte, North Carolina Area Details
Cole Wise's Wells Fargo Advisors Experience October 2010 - Present
Job Customer Service Representative at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jacob Mulvey Jacob Mulvey Austin, Texas Area Details
Jacob Mulvey's Wells Fargo Advisors Experience January 2011 - August 2011
Job Director Of Training at Coffee Action West, LLC
Industry Restaurants
Experience
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

Lisa Zeller Lisa Zeller Greater Minneapolis-St. Paul Area Details
Lisa Zeller's Wells Fargo Advisors Experience 2012 - 2012
Job Partner, The Phaedrus Group
Industry Professional Training & Coaching
Experience
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

Jay Hanson, MBA Jay Hanson, MBA Defiance, Ohio Details
Jay Hanson, MBA's Wells Fargo Advisors Experience September 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

John Malizia John Malizia Greater New York City Area Details
John Malizia's Wells Fargo Advisors Experience 2008 - 2009
Job Senior Business Analyst
Industry Financial Services
Experience
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

James Birckhead James Birckhead Charlottesville, Virginia Details
James Birckhead's Wells Fargo Advisors Experience February 2008 - September 2011
Job Branch Manager at UVA Community Credit Union
Industry Banking
Experience
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

JOSEPH S. CLARK JOSEPH S. CLARK Chicago, Illinois Details
JOSEPH S. CLARK's Wells Fargo Advisors Experience April 2007 - November 2007
Job Retail Professional
Industry Retail
Experience
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

Amaris C. Phillips, SPHR Amaris C. Phillips, SPHR Houston, Texas Area Details
Amaris C. Phillips, SPHR's Wells Fargo Advisors Experience February 2010 - April 2011
Job HR Advisor Global Operations Organization at BP
Industry Oil & Energy
Experience
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

Parker Burshem Parker Burshem Greater Minneapolis-St. Paul Area Details
Parker Burshem's Wells Fargo Advisors Experience January 2011 - July 2012
Job Regional Support Specialist at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

Laci Marden Laci Marden Greater St. Louis Area Details
Laci Marden's Wells Fargo Advisors Experience June 2015 - Present
Job VP, RBM Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Anil Narayan Anil Narayan San Diego, California Details
Anil Narayan's Wells Fargo Advisors Experience December 2009 - March 2010
Job Application Architect, Sr. Software Engineer at Aspen/Epsilon/ADS
Industry Information Technology and Services
Experience
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

Bryan Midura Bryan Midura Charlotte, North Carolina Area Details
Bryan Midura's Wells Fargo Advisors Experience February 1995 - Present
Job Managing Director Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Vincent Sun Vincent Sun Houston, Texas Details
Vincent Sun's Wells Fargo Advisors Experience May 2011 - August 2011
Job Trade Reporting Analyst at Musket Corp.
Industry Oil & Energy
Experience
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

Amy Melniczenko, PMP Amy Melniczenko, PMP Washington D.C. Metro Area Details
Amy Melniczenko, PMP's Wells Fargo Advisors Experience August 2011 - April 2012
Job Project Manager at Capital One
Industry Financial Services
Experience
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

Zhiqiang (Stanley) Chen Zhiqiang (Stanley) Chen Greater Atlanta Area Details
Zhiqiang (Stanley) Chen's Wells Fargo Advisors Experience May 2015 - August 2015
Job Goizueta MBA Candidate at Emory University; experienced in international banking and trade finance; polyglot
Industry Financial Services
Experience
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

Vicktoria Benedejcic Vicktoria Benedejcic Columbus, Ohio Area Details
Vicktoria Benedejcic's Wells Fargo Advisors Experience March 2010 - February 2012
Job Sales Representative at Heidelberg Distributing
Industry Financial Services
Experience
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

Melissa Lowe Melissa Lowe Greater St. Louis Area Details
Melissa Lowe's Wells Fargo Advisors Experience November 2011 - June 2013
Job Sr. Consultant/Project Manager 2 at Daugherty Business Solutions
Industry Financial Services
Experience
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

Kathy Barney Kathy Barney Saint Louis, Missouri Details
Kathy Barney's Wells Fargo Advisors Experience February 2013 - Present
Job Chief Financial Officer of Wells Fargo Advisors
Industry Financial Services
Experience
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

Rima Litke Rima Litke Portland, Oregon Details
Rima Litke's Wells Fargo Advisors Experience November 2011 - November 2014
Job AVP, Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Marshall Dumont Marshall Dumont Greater New York City Area Details
Marshall Dumont's Wells Fargo Advisors Experience 1991 - 2003
Job Branch ManagerFinancial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jim Tachias Jim Tachias Longview, Texas Area Details
Jim Tachias's Wells Fargo Advisors Experience March 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors   March 2009 - Present
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

Raymond Allen, MBA Raymond Allen, MBA Greater St. Louis Area Details
Raymond Allen, MBA's Wells Fargo Advisors Experience March 2012 - November 2012
Job Securities OPS Service Specialist at Wells Fargo (Contract)
Industry Financial Services
Experience
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

Jill Hampton Jill Hampton Greater St. Louis Area Details
Jill Hampton's Wells Fargo Advisors Experience May 2014 - Present
Job Content Strategy, Digital Marketing, Content Marketing, Social Media, Copywriting
Industry Financial Services
Experience
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

Catherine Lukhard, RCC Catherine Lukhard, RCC Richmond, Virginia Area Details
Catherine Lukhard, RCC's Wells Fargo Advisors Experience January 2015 - Present
Job Practice Management Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Katherine Drew Katherine Drew Portland, Oregon Details
Katherine Drew's Wells Fargo Advisors Experience April 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
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

Alexander Moy Alexander Moy Greater New York City Area Details
Alexander Moy's Wells Fargo Advisors Experience January 2014 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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)

Alex Mihajlov Alex Mihajlov Raleigh, North Carolina Details
Alex Mihajlov's Wells Fargo Advisors Experience January 2008 - May 2011
Job Branch Manager Raymond James
Industry Financial Services
Experience
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

Garrett Williamson Garrett Williamson Greater Minneapolis-St. Paul Area Details
Garrett Williamson's Wells Fargo Advisors Experience April 2011 - September 2012
Job Banker at Wells Fargo Bank
Industry Banking
Experience
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)

Leonard Bowers Leonard Bowers Greater St. Louis Area Details
Leonard Bowers's Wells Fargo Advisors Experience June 2007 - Present
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Dan Nelson Dan Nelson Bakersfield, California Details
Dan Nelson's Wells Fargo Advisors Experience November 2009 - March 2012
Job Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
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.)

Aaron Karas Aaron Karas Houston, Texas Area Details
Aaron Karas's Wells Fargo Advisors Experience March 2013 - Present
Job Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
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

Alec Sankey Alec Sankey Phoenix, Arizona Area Details
Alec Sankey's Wells Fargo Advisors Experience October 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Brandon Cortez Brandon Cortez Dallas/Fort Worth Area Details
Brandon Cortez's Wells Fargo Advisors Experience September 2011 - July 2013
Job CoFounder & President of VETVAULT
Industry Consumer Goods
Experience
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

Braddock Simpson Braddock Simpson Charlotte, North Carolina Details
Braddock Simpson's Wells Fargo Advisors Experience February 2012 - August 2013
Job Assistant Vice President Corporate Banking at Wells Fargo Bank
Industry Banking
Experience
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

john waite john waite Charlotte, North Carolina Details
john waite's Wells Fargo Advisors Experience July 1998 - December 2014
Job Compliance Consultant, FCRM
Industry Financial Services
Experience
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

Wilson Hom Wilson Hom White Plains, New York Details
Wilson Hom's Wells Fargo Advisors Experience July 2009 - October 2009
Job Tax Accountant at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
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

Nate Pike Nate Pike Sherman/Denison, Texas Area Details
Nate Pike's Wells Fargo Advisors Experience November 2014 - Present
Job Financial Consultant, Utter Wealth Managment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Julio Galindo Julio Galindo Tucson, Arizona Area Details
Julio Galindo's Wells Fargo Advisors Experience July 2005 - November 2011
Job Agency Owner at Allstate Financial Services, LLC
Industry Insurance
Experience
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

Judith Zillner Judith Zillner Kansas City, Missouri Area Details
Judith Zillner's Wells Fargo Advisors Experience June 2007 - August 2011
Job Health Screener and Counselor at Health Fitness
Industry Health, Wellness and Fitness
Experience
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

Raj Varadan Raj Varadan United States Details
Raj Varadan's Wells Fargo Advisors Experience May 2010 - December 2011
Job Board Member at Quantum Strides LLC
Industry Information Technology and Services
Experience
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

Kevin W. Niceley Kevin W. Niceley Indianapolis, Indiana Area Details
Kevin W. Niceley's Wells Fargo Advisors Experience September 1985 - March 2009
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
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

Dennis Schmidt Dennis Schmidt New York, New York Details
Dennis Schmidt's Wells Fargo Advisors Experience July 2002 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Stewart Norwood Stewart Norwood Greater Boston Area Details
Stewart Norwood's Wells Fargo Advisors Experience June 2011 - January 2012
Job Senior Investor Relations Analyst at Raytheon
Industry Financial Services
Experience
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

Gary Askew Gary Askew Greater Memphis Area Details
Gary Askew's Wells Fargo Advisors Experience April 2012 - Present
Job Licensed Personal Banker at Wells Fargo
Industry Financial Services
Experience
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

David Salamon David Salamon Bronx, New York Details
David Salamon's Wells Fargo Advisors Experience October 2012 - February 2013
Job Associate at State Street Global Alternative Investment Solutions
Industry Financial Services
Experience
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

Nathan Golz Nathan Golz Aberdeen, South Dakota Details
Nathan Golz's Wells Fargo Advisors Experience August 2010 - Present
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Karen Floyd Karen Floyd Dallas/Fort Worth Area Details
Karen Floyd's Wells Fargo Advisors Experience January 2012 - November 2012
Job
Industry Financial Services
Experience
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

Ron Baldwin Ron Baldwin La Jolla, California Details
Ron Baldwin's Wells Fargo Advisors Experience June 2013 - May 2014
Job MBA Candidate Rady School of Management, UCSD
Industry Program Development
Experience
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

Christopher Lochner Christopher Lochner North Manchester, Indiana Details
Christopher Lochner's Wells Fargo Advisors Experience May 2003 - May 2004
Job Vice President at Metal SourceLLC
Industry Renewables & Environment
Experience
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

Mike Ziegler Mike Ziegler Washington D.C. Metro Area Details
Mike Ziegler's Wells Fargo Advisors Experience May 2015 - July 2015
Job Internship at Wells Fargo Advisors
Industry Financial Services
Experience
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

Mark Pojednic Mark Pojednic Greater New York City Area Details
Mark Pojednic's Wells Fargo Advisors Experience July 2004 - Present
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Lori M. Paulson, CFP® Lori M. Paulson, CFP® Greater Detroit Area Details
Lori M. Paulson, CFP®'s Wells Fargo Advisors Experience May 2010 - August 2010
Job Investment Program Management
Industry Financial Services
Experience
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

Carol Lee Roberts, CFP® Carol Lee Roberts, CFP® Greater Chicago Area Details
Carol Lee Roberts, CFP®'s Wells Fargo Advisors Experience October 2013 - Present
Job Branch Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Julian Betancourt Julian Betancourt Miami/Fort Lauderdale Area Details
Julian Betancourt's Wells Fargo Advisors Experience December 2007 - August 2008
Job Student at Babson College
Industry Music
Experience
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

Scott Trent Scott Trent Washington D.C. Metro Area Details
Scott Trent's Wells Fargo Advisors Experience December 1985 - Present
Job Senior Vice President, PCG Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Sean Eyssautier Sean Eyssautier Minneapolis, Minnesota Details
Sean Eyssautier's Wells Fargo Advisors Experience October 2010 - Present
Job Financial Intern at Wells Fargo Advisors
Industry Financial Services
Experience
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

Jon Carson Jon Carson Greater Minneapolis-St. Paul Area Details
Jon Carson's Wells Fargo Advisors Experience May 2004 - May 2006
Job Senior Product Manager at Ascent Private Capital Management of U.S. Bank
Industry Financial Services
Experience
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

Allen Raducha Allen Raducha Hartford, Connecticut Area Details
Allen Raducha's Wells Fargo Advisors Experience November 2007 - Present
Job First Vice President Investment Officer Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Jason J. Hull, CFP® Jason J. Hull, CFP® Columbus, Ohio Area Details
Jason J. Hull, CFP®'s Wells Fargo Advisors Experience January 2009 - February 2014
Job Hull Wealth Management at UBS
Industry Financial Services
Experience
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

Matthew Rosendin Matthew Rosendin San Francisco Bay Area Details
Matthew Rosendin's Wells Fargo Advisors Experience May 2014 - September 2014
Job Entrepreneur
Industry Computer Software
Experience
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

Bradley Small, MBA Bradley Small, MBA Greater Boston Area Details
Bradley Small, MBA's Wells Fargo Advisors Experience February 2009 - Present
Job Senior Vice President, Investment Officer at Wells Fargo Advisors LLC and Fundamental Choice Portfolio Manager
Industry Financial Services
Experience
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

Lava Kumar Lava Kumar Greater St. Louis Area Details
Lava Kumar's Wells Fargo Advisors Experience January 2010 - February 2011
Job Unemployed Oracle Database Administrator (dba)
Industry Information Services
Experience
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

Trucinia Traynham Trucinia Traynham Richmond, Virginia Area Details
Trucinia Traynham's Wells Fargo Advisors Experience June 2003 - October 2011
Job Project Coordinator at Capital One
Industry Banking
Experience
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

Justin Kornfeld Justin Kornfeld Richmond, Virginia Area Details
Justin Kornfeld's Wells Fargo Advisors Experience March 2014 - June 2014
Job Physical Therapy Assistant (PTA) at 4215 United States Army Hospital
Industry Health, Wellness and Fitness
Experience
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

Aruna Menon Aruna Menon Greater St. Louis Area Details
Aruna Menon's Wells Fargo Advisors Experience January 2014 - Present
Job Compliance Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Frank Rambusch Frank Rambusch Waltham, Massachusetts Details
Frank Rambusch's Wells Fargo Advisors Experience February 2003 - Present
Job Senior Vice President Investments, Senior Institutional Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Lisa Koenigstein Lisa Koenigstein Greater St. Louis Area Details
Lisa Koenigstein's Wells Fargo Advisors Experience March 2013 - May 2014
Job Senior Business Analyst at Wells Fargo Advisors
Industry Information Technology and Services
Experience
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

Andrea Vercruysse Andrea Vercruysse Greater Minneapolis-St. Paul Area Details
Andrea Vercruysse's Wells Fargo Advisors Experience October 2011 - August 2012
Job Senior Analyst at Wells Fargo Global Fund Services
Industry Investment Banking
Experience
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

Jacqueline Walker Chrisman, CFP® Jacqueline Walker Chrisman, CFP® Greater Atlanta Area Details
Jacqueline Walker Chrisman, CFP®'s Wells Fargo Advisors Experience July 2002 - Present
Job
Industry Financial Services
Experience
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

Mark Sergi Mark Sergi Tampa/St. Petersburg, Florida Area Details
Mark Sergi's Wells Fargo Advisors Experience March 2008 - September 2010
Job Regional Director at Glacial Energy
Industry Consumer Services
Experience
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

Robert Norvell Robert Norvell Fort Wayne, Indiana Area Details
Robert Norvell's Wells Fargo Advisors Experience September 2006 - Present
Job Financial Consultant
Industry Financial Services
Experience
Wells Fargo Advisors   September 2006 - Present
US Army  June 1999 - October 2006

Education
Austin Peay State University   2001 — 2004
A.S., Liberal Arts

Kristy Singletary Kristy Singletary Washington D.C. Metro Area Details
Kristy Singletary's Wells Fargo Advisors Experience March 2009 - August 2009
Job IT Program Manager at Department of Commerce
Industry Government Relations
Experience
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

Scott Wasser, CPA Scott Wasser, CPA Greater New York City Area Details
Scott Wasser, CPA's Wells Fargo Advisors Experience January 2011 - May 2012
Job Audit at EisnerAmper LLP
Industry Accounting
Experience
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

Georgie Lynch, MBA, PMP Georgie Lynch, MBA, PMP Richmond, Virginia Area Details
Georgie Lynch, MBA, PMP's Wells Fargo Advisors Experience February 2014 - Present
Job Technical Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Stephen Chisa Stephen Chisa San Francisco Bay Area Details
Stephen Chisa's Wells Fargo Advisors Experience May 2009 - August 2009
Job Program Manager at Microsoft
Industry Computer Software
Experience
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

Bruce Cross Bruce Cross Greater St. Louis Area Details
Bruce Cross's Wells Fargo Advisors Experience August 2014 - Present
Job Capital Markets Relationship Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Chris Anders, CRPC® Chris Anders, CRPC® Virginia Beach, Virginia Details
Chris Anders, CRPC®'s Wells Fargo Advisors Experience March 2010 - July 2012
Job Financial Advisor at Virginia Asset Group
Industry Investment Management
Experience
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

Sheryl M. Carroll Sheryl M. Carroll Waco, Texas Area Details
Sheryl M. Carroll's Wells Fargo Advisors Experience June 2015 - Present
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

Frankie Andrew Frankie Andrew Fort Worth, Texas Details
Frankie Andrew's Wells Fargo Advisors Experience December 1998 - Present
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Rita Borchers Rita Borchers Kansas City, Missouri Area Details
Rita Borchers's Wells Fargo Advisors Experience March 2006 - Present
Job Assistant Vice President, Market Administration Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Steven Hirschfeld Steven Hirschfeld Greater Salt Lake City Area Details
Steven Hirschfeld's Wells Fargo Advisors Experience November 2008 - April 2011
Job
Industry Financial Services
Experience
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.)

Heather Akred Heather Akred Greater St. Louis Area Details
Heather Akred's Wells Fargo Advisors Experience 1992 - 2011
Job Fixed Income Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Albert GARRICK Albert GARRICK Greater Boston Area Details
Albert GARRICK's Wells Fargo Advisors Experience January 1981 - January 1984
Job Sales Associate at Brooks Brothers
Industry Retail
Experience
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

Jay Hinton Jay Hinton Raleigh-Durham, North Carolina Area Details
Jay Hinton's Wells Fargo Advisors Experience November 2011 - March 2013
Job Retail Sales Consultant at Mitchell Heating and Cooling
Industry Financial Services
Experience
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)

Kathy Sandel Kathy Sandel Houston, Texas Area Details
Kathy Sandel's Wells Fargo Advisors Experience October 2005 - August 2006
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
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

Antonio Phillips Antonio Phillips Charlotte, North Carolina Area Details
Antonio Phillips's Wells Fargo Advisors Experience July 2008 - December 2009
Job Financial Services Professional
Industry Financial Services
Experience
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

Jack Polcar Jack Polcar Cleveland/Akron, Ohio Area Details
Jack Polcar's Wells Fargo Advisors Experience July 2008 - Present
Job Managing Director Investments at Wells Fargo Advisors
Industry Financial Services
Experience
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

Tony Citro Tony Citro Charlotte, North Carolina Area Details
Tony Citro's Wells Fargo Advisors Experience July 2000 - Present
Job Finance Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Vivian Bustillos Vivian Bustillos Greater Seattle Area Details
Vivian Bustillos's Wells Fargo Advisors Experience January 2011 - July 2012
Job Financial Services
Industry Financial Services
Experience
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

Henry S. Cooperman Henry S. Cooperman New York, New York Details
Henry S. Cooperman's Wells Fargo Advisors Experience November 2008 - March 2012
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
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

Angela Parham Angela Parham Petersburg, Virginia Details
Angela Parham's Wells Fargo Advisors Experience July 2004 - Present
Job Operations Manager at Wells Fargo Advisors
Industry Financial Services
Experience
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

Stephen Noffsinger Stephen Noffsinger Norfolk, Virginia Area Details
Stephen Noffsinger's Wells Fargo Advisors Experience January 2009 - August 2014
Job
Industry Financial Services
Experience
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

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