Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
Wells Fargo Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Fargo Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Wells Fargo Advisors Salaries. You can even request information on how much does Wells Fargo Advisors pay if you want to. Learn about salaries, pros and cons of working for Wells Fargo Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Wells Fargo January 2013 - Present
Great Western Bank March 2010 - January 2013
Wells Fargo Advisors 1996 - 2010
Wells Fargo 2003 - 2006
Wells Fargo 2002 - 2003
Wells Fargo 1999 - 2002
Skills
Commercial Lending, Customer Service, Loans, Home Equity Lines of..., Financial Analysis, Consumer Lending, Banking, Commercial Banking, Credit Analysis, Credit, Retail Banking, Wealth Management, Treasury Management, Finance, Mortgage Lending
Education
FINRA
Uniform Combined State Law: Series 66
FINRA
General Securities Principal: Series 24
FINRA
General Securities Registered Investment Representative: Series 7
South Dakota State University
Bachelor's Degree, Economics with Business Emphasis
Media General May 2011 - Present
Wells Fargo Advisors January 2009 - April 2011
Emmis Communications August 2006 - December 2008
Sinclair Broadcast Group January 2001 - April 2006
FOX TV January 1992 - December 2000
CBS TV May 1990 - December 1991
Skills
Customer Service, Sales Management, Sales, Advertising, Account Management, Marketing, Marketing Strategy, New Business Development, Online Advertising, Salesforce.com, Social Media Marketing, Digital Media, Digital Marketing, Sales Presentations, Social Networking, Management, Broadcast, Media Planning
Education
Southern Illinois University, Carbondale
Bachelor of Arts (BA), Radio and Television
Wells Fargo Advisors September 2013 - Present
Savvis January 2012 - September 2013
Thomson Reuters December 2007 - January 2012
A.G. Edwards Inc. 2004 - 2007
The Dodson Group March 2002 - May 2003
United States Marine Corps January 1998 - January 2002
Skills
Vendor Management, Business Analysis, Requirements Analysis, Project Management, Team Leadership, SDLC, Requirements Gathering, Project Portfolio..., Program Management
Education
Southern Illinois University, Edwardsville 2004 — 2011
Bachelor of Science, CMIS
Marquette Catholic High School 1993 — 1997
iHeartMedia, Inc. April 2015 - Present
Wells Fargo Advisors April 2014 - April 2015
iHeartMedia, Inc. April 2013 - January 2015
Avatar Studios June 2013 - April 2014
The Gateway Grizzlies May 2012 - September 2012
The Covering House January 2012 - May 2012
Dugout Media May 2011 - August 2011
Skills
Public Relations, Social Media, Social Media Marketing, Event Planning, Social Networking, Radio, Sponsorship, Marketing, Event Management, Press Releases, Public Speaking, Editing, Media Relations, Sports Marketing, Fundraising, Marketing Communications, Speech Writing
Education
Southern Illinois University, Edwardsville 2009 — 2012
Bachelor of Arts (B.A.) Speech Communication, Public Relations/Image Management, Graduated 2012
Wells Fargo Advisors June 2011 - Present
Skills
Bloomberg Terminal, Microsoft Office, Thrive in..., Microsoft Excel, EViews, SmartStation, Statistical Modeling, Time Management, Thompson One, Convertible Bonds, Equity Derivatives, Econometrics, Statistics, Client Services, Critical Thinking
Education
Southern Illinois University, Edwardsville 2006 — 2011
Bachelorâs Degree, Economics, 3.5 GPA
Edwardsville High School 2002 — 2006
High School Diploma
Wells Fargo Advisors July 2014 - October 2014
Stork Vision LLC March 2014 - June 2014
BSA Health System May 2009 - June 2010
Sunrise Farms October 2008 - May 2009
BSA Health System May 2001 - October 2008
Skills
QuickBooks, Microsoft Word, Microsoft Excel, IT Analyst, Customer Service, Self-starter
Education
Nazareth High School, Nazareth Texs
South Plains College
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
Wells Fargo August 2013 - Present
Wells Fargo Advisors April 2010 - August 2013
Advance Bank June 1989 - February 1999
Skills
Quality Assurance, Time Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
South Suburban College 1990 — 1995
associate of applied science
Blackpearl Image Consulting LLC November 2012 - Present
Blackpearl Image Women's Expo 2014 November 2012 - Present
Girl Talk Foundation, Inc. 2015 - 2015
Lowe's Home Improvement September 2010 - May 2014
Conversations from a Man's Perspective June 2013 - April 2014
YETBC 2010 - 2012
Wells Fargo Advisors 2003 - 2010
Hair Dance Studio June 1991 - May 2000
Skills
Loss Prevention, Retail, Inventory Control, Customer Service, Team Building, Operations Management, Retail Sales, Microsoft Word, Image, Public Speaking, Training, Time Management, Leadership, Coaching, Customer Satisfaction, Social Networking, Interviews, Recruiting, Management, Outlook, Performance Management, Strategic Planning, Microsoft Office, Marketing, Sales, Leadership Development
Education
South Carolina State University
Early Childhood Education and Teaching
Barber-Scotia College
Organizational Management
UNC Charlotte
Dance Education
Strayer University-North Carolina
Criminal Justice/Law Enforcement Administration
University of San Francisco August 2014 - Present
University of San Francisco February 2011 - August 2014
University of San Francisco April 2009 - February 2011
Wells Fargo Advisors January 2008 - March 2009
Deloitte & Touche, LLC September 2003 - January 2008
Skills
Financial Advisory, Accounting, Series 7, Time Management, Accounts Receivable, Finance, Strategic Financial..., GAAP, Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling, Budgets, SEC filings, Payroll, Auditing, Analysis, US GAAP, Corporate Finance, Financial Planning
Education
Sonoma State University 1998 — 2003
Bachelor of Science, Concentration in Accounting
Woodside High School
MarketStar October 2012 - Present
Wells Fargo Advisors May 2010 - December 2010
Skills
Customer Satisfaction, Time Management, Marketing, Coaching, Sales Management, Banking, Process Improvement, Financial Analysis, Healthcare, Insurance, Customer Service, Cash Management, Health Insurance, Accounts Receivable, Access
Education
South Carolina State University 2005 — 2010
Bachelors of Science, Management
South University
M.B.A., Healthcare Admin.
Shapiro, Blasi & Wasserman, P.A. May 2015 - Present
Hais Hais & Goldberger, PC February 2014 - April 2015
Wells Fargo Advisors October 2013 - February 2014
Freistat & Associates, P.A. July 2012 - September 2013
Sidweber & Weintraub, P.A. November 2010 - July 2012
Barry S. Franklin & Associates, P.A. February 2006 - August 2010
Esquire Deposition Services July 2004 - August 2005
Midwest Litigation Services November 2003 - June 2004
Skills
Litigation Support, Paralegals, Legal Assistants, Legal Research, Legal Writing, Microsoft Word, Microsoft Office, Microsoft Excel, Electronic Filing, Document Management, Windows, Family Law, Civil Litigation, Customer Service, PowerPoint, Legal Discovery, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Teaching, Editing, Managing Database, Document Review, PACER, Depositions, Litigation
Education
Western New England College School of Law 2000 — 2003
Doctor of Law (J.D.), Law
Southern Illinois University, Edwardsville 1995 — 1998
Bachelor of Science (B.S.), Social Work
Wells Fargo Advisors September 2014 - Present
Strategic Staffing Solutions May 2014 - September 2014
Express Scripts April 2012 - May 2014
Wells Fargo Advisors May 2011 - April 2012
TDK Technologies November 2010 - May 2011
Centene Corporation October 2006 - August 2010
MasterCard January 2005 - October 2006
Kwame Building Group 2002 - 2005
Emerging & Internet Solutions, MasterCard Worldwide 2004 - 2004
Deutsche Financial Services 2000 - 2002
Skills
SDLC, Business Analysis, Visio, Project Management, Process Improvement, Vendor Management, Program Management, Strategic Planning, SharePoint, Project Planning, Cross-functional Team..., Change Management, Software Project..., Agile Methodologies, SQL, Requirements Analysis, Requirements Gathering, Business Intelligence, Management
Education
Southern Illinois University, Edwardsville
Masters Of Business Administration, Finance
University of Missouri-Rolla
Bachelors Of Science, Chemical Engineering
Wells Fargo Advisors September 2013 - Present
Scottrade August 2011 - September 2013
Skills
SQL, Teradata, SAS Base, Series 7, Series 63, Microsoft Office, Financial Services, Customer Service, Financial Analysis, Finance, Investments, Equities, Banking, Mutual Funds, Securities, Portfolio Management, Fixed Income, Microsoft Excel
Education
Southern Illinois University, Edwardsville 2003 — 2005
Master of Science (MS), Economics and Finance
University of Missouri-Saint Louis 2003 — 2005
Master of Arts (MA), Economics
Southern Illinois University, Edwardsville 1998 — 2002
Bachelor of Science (BS), Liberal Studies and Economics
Hoffmann Commercial Real Estate March 2015 - Present
St. Louis Community College January 2015 - April 2015
Evans & Dixon April 2014 - March 2015
Wells Fargo Advisors February 2014 - April 2014
St. Louis Community College January 2010 - April 2010
Skills
Foreign Languages, Hindi, Urdu, Arabic, Telugu, Corporate Communications, Accounting, Corporate Finance, Taxations, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Access, Customer Service, Sales, QuickBooks, Accounts Receivable, Invoicing, Outlook, Analysis
Education
Southeast Missouri State University 2011 — 2013
Bachelor of Commerce (B.Com.), Accounting
St. Louis Community College- Meramec 2008 — 2011
Associate of Arts (AA), Business Administration, Management and Operations
Wells Fargo Advisors April 2014 - Present
Bank of America (Through TEK Systems) November 2012 - Present
Lowe's Companies, Inc. 2015 - 2015
Lowe's Companies, Inc. 2015 - 2015
TIAA Cref (Through Carlisle & Gallagher Consulting Firm) April 2012 - August 2012
Bank of America (Through Carlisle & Gallagher Consulting Firm) October 2011 - January 2012
Bank of America (Through Carlisle & Gallagher Consulting Firm) February 2011 - September 2011
Bank of America June 2010 - December 2010
Bank of America (Through TEK Systems) June 2009 - June 2010
Bank Of America (Through TEK Systems) October 2008 - May 2009
Skills
SDLC, Business Analysis, Project Management, Cross-functional Team..., Disaster Recovery, Software Documentation, Requirements Analysis, Change Management, Analysis, Business Requirements, Leadership, IT Management, Process Improvement, Databases, Management, Information Technology
Education
Superior School of Real Estate 2008 — 2008
Licensed Realtor
South Carolina State University 1991 — 1995
Bachelors of Science Business Administration, Marketing, Minor: Communication
Essence Healthcare September 2012 - Present
NetspaceIT, Inc. January 2007 - Present
Daugherty Business Solutions January 2012 - September 2012
Wells Fargo Advisors April 2011 - December 2011
MasterCard February 2011 - April 2011
Advanced System Designs 2009 - February 2011
LRS 2005 - 2009
Anheuser-Busch Companies 2004 - 2005
Enterprise Rent-A-Car 2001 - 2004
Keane 1998 - 2000
Skills
PMP, DPMC, FAA Certifications, MS Project, Vendor Management, Program Management, Visio, Agile Methodologies, ITIL, Resource Management, Consulting, Professional Services, IT Strategy, Project Portfolio..., Management Consulting, Scrum, Management, SharePoint, PMO, Business Intelligence, E-commerce, SDLC, Team Building, IT Management, Risk Management, IT Operations, IT Service Management, Team Leadership, Outsourcing, Healthcare Information..., Leadership, Agile Project Management, Project Management, Software Development, Business Process, Process Improvement, Business Process..., Software Project..., Integration, Data Warehousing, Requirements Analysis, Business Analysis, Disaster Recovery, Enterprise Architecture, Requirements Gathering, Contract Negotiation, Business Transformation, System Deployment, Healthcare Industry, Strategy
Education
Southern Illinois University, Carbondale 1992 — 1994
Bachelor of Science, Industrial Engineering
United States Air Force College 1986 — 1990
Airway Science, Applied Science
U.S. Air Force Institute of Technology 1986 — 1989
Lithography, Applied Science
The University of Akron 1983 — 1985
Secondary Education, Educational Psychology
Benjamin F. Edwards & Co. May 2010 - Present
Wells Fargo Advisors December 2008 - May 2010
Wachovia Securities May 2007 - December 2008
A.G. Edwards September 1995 - May 2007
Skills
Series 7, Series 63, Wealth Management, Investments, Finance, Asset Allocation, Financial Advisory, Financial Planning, Investment Advisory, Portfolio Management, Securities, Financial Services, Alternative Investments, IPO, Stock Market, Fixed Income Strategies, Life Insurance, Cash Management, Retirement Planning, College Funding..., Retirement
Education
North Haven High
Southern Connecticut State University
Finance
Wells Fargo Advisors December 2014 - Present
Osborn Barr January 2013 - December 2014
Osborn Barr March 2012 - December 2012
Wells Fargo Advisors January 2010 - March 2012
A.G. Edwards July 2004 - December 2009
US Airways July 2002 - July 2004
US Airways June 2001 - July 2002
Trans World Airlines June 1999 - June 2001
Skills
Usability, Web Design, Online Marketing, Photoshop, HTML + CSS, Web Project Management, User Interface Design, Web Analytics, SEO, Omniture, Digital Strategy, Google Analytics, HTML, Online Advertising, Accessibility, Marketing Strategy, User Experience, Information Architecture, CMS, CSS, Email Marketing, Usability Testing, E-commerce, Digital Marketing
Education
University of Illinois at Urbana-Champaign 1997 — 1999
MBA, Marketing
Southeast Missouri State University 1992 — 1996
BS, Mass Communications - Advertising
Mt. Vernon Township High School 1989 — 1992
Diploma
Wells Fargo Advisors Implementation ConsultantWells Fargo AdvisorsJanuary 2011 - Present
Wachovia Securities Financial Network 2008 - 2009
A.G. Edwards, Saint Louis, Missouri 2007 - 2008
The Creative Group 2006 - 2007
Southern Illinois University Carbondale, College of Mass Communication and Media Arts 2004 - 2005
Southern Illinois University Edwardsville 2004 - 2005
Education
Southern Illinois University, Carbondale 2000 — 2003
Master's degree, Master of Science in Education (double major): Instructional Technology and Interactive Multimedia
American University in Bulgaria 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Laila Abdo Performance Studio August 2015 - Present
Wells Fargo Advisors January 2015 - Present
Harrisburg High School July 2009 - Present
Stone Soup Shakespeare April 2015 - June 2015
Signal Ensemble Theatre September 2014 - November 2014
Mustard Seed Theatre July 2014 - September 2014
Stone Soup Shakespeare April 2014 - June 2014
First Presbyterian Church August 2010 - June 2013
Laila Abdo August 2010 - May 2013
Skills
Theatre, Singing, Teaching, Dramaturgy, Shakespeare, Foreign Languages, Acting, Piano Education, Musical Theatre, Creative Writing, Piano Performance, Piano, Trombone, Euphonium, Voice Lessons, Coaching, Proposal Writing, Resume Writing, Music, Choral Music, Research, Text Editing, Speech Writing, PowerPoint, IPA, Microsoft Excel, Microsoft Word
Education
Southern Illinois University, Carbondale 2009 — 2013
Bachelor's Degree, Music; Biology/Biological Sciences, General
Centene Corporation March 2015 - Present
Centene Corporation September 2013 - March 2015
Centene Corporation November 2012 - August 2013
Express Scripts August 2010 - November 2012
Wells Fargo Advisors October 2009 - August 2010
Mobile Armor July 2008 - August 2009
Macy's Midwest November 2007 - July 2008
Maritz May 2007 - November 2007
Renaud Photography May 2002 - February 2007
Skills
SQL, Visio, ASP.NET, PowerPoint, VBA, MS Project, Microsoft Excel, Teradata Data Warehouse, QMF for Windows, Microsoft Office, Photoshop, InDesign, Microsoft Publisher, SharePoint Designer, InfoPath, Pharmaceutical Industry, Technical Data Analysis, Security, CRM, Process Improvement, Data Analysis, Product Management, Information Security, Management, Microsoft SQL Server, Requirements Analysis, Business Intelligence, Databases, Access, Integration, Software Documentation, InfoPath Forms, Business Process, Data Warehousing
Education
Webster University 2011 — 2013
Master's degree, Information Technology Management
Southeast Missouri State University 2002 — 2007
Business Administration, Management Information Systems
Rapid City Regional Hospital April 2012 - September 2013
Wells Fargo Advisors January 2010 - December 2010
Dr. Slingsby, MD, PC September 2005 - June 2009
Skills
Molecular Biology, Microsoft Office, Biotechnology, PCR, Research, Microsoft Excel, PowerPoint, Cell Culture, Microsoft Word, Matlab, Lifesciences, Biochemistry, Microbiology, Teamwork, Western Blotting
Education
University of Missouri-Columbia 1998 — 2001
Bachelor of Science (BS), Biochemistry
South Dakota School of Mines and Technology 1998 — 1999
The University of Dallas 1998 — 1998
Wells Fargo Advisors March 2015 - Present
Delux Magazine May 2014 - Present
Financial Institution July 2013 - March 2015
Scottrade January 2013 - May 2013
PNC December 2011 - December 2012
Regions Financial Corporation August 2007 - December 2011
Southern Illinois University Edwardsville August 2006 - August 2007
Skills
Banking, Sales Management, Relationship Management, Customer Service, Service Quality, Financial Analysis, Coaching, Leadership, Series 7, Advertising, Marketing, Graphic Design, Training, Series 63, Consumer Lending, Financial Services, Retirement Planning, Loans, Small Business Lending, Commercial Banking, Credit, Small Business, Mortgage Lending, Credit Analysis, Loan Origination, Finance, Lines Of Credit, Wealth Management, Retail Banking
Education
Webster University 2013 — 2015
Master of Business Administration (M.B.A.)
Southern Illinois University, Edwardsville 2003 — 2009
Bachelors, Business Administration
Stifel Financial Corp. December 2013 - Present
Dean of Students Office, Southern Illinois University May 2011 - December 2013
BKD CPAs & Advisors January 2013 - April 2013
Wells Fargo Advisors June 2012 - August 2012
Mueller Prost PC March 2012 - March 2012
Skills
Microsoft Office, Excel, PowerPoint, Word, Access, Quickbooks, Spreadsheets, TaxAct, VITA, Salesforce.com, Promotions, Microsoft Excel, Time Management, Microsoft Word, Outlook, Tax Preparation, Tax Returns, Tax Software, Management, Tax, Teamwork
Education
Southern Illinois University, Carbondale 2009 — 2013
Bachelor of Science, Accounting
Southern Illinois University, Edwardsville
MSA, Accounting
Wells Fargo Advisors May 2012 - November 2013
Citi February 2012 - May 2012
AMLAK LLC, January 2007 - July 2011
Skills
Loans, Mortgage Lending, Real Estate, Management, Budgets, Financial Services, Marketing Strategy, Referrals, Visio, SDLC, Business Requirements, Business Analysis, Data Mining, Software Documentation, Mortgage Banking
Education
Southern Illinois University, Edwardsville 1999 — 2001
Bachelor of Business Administration (BBA), Information Technology, 3.0
Southeastern Illinois College 1997 — 1999
Associate of Arts (A.A.), 3.4
Wells Fargo Advisors April 2012 - Present
UBS Financial Services Inc July 2005 - April 2012
Smith Barney October 2003 - June 2005
Prudential Securities March 1985 - September 2001
Skills
Investments, Retirement Planning, Mutual Funds, Equities, Fixed Income, Capital Markets, Risk Management, Options, Estate Strategies
Education
Southern Connecticut State University 1982 — 1985
BS, Business Economics
Wells Fargo Advisors September 2013 - Present
Wells Fargo Bank N.A. May 2012 - January 2013
Wells Fargo Bank N.A. September 2012 - December 2012
Wells Fargo Bank N.A. October 2003 - July 2011
First Union 1995 - 1997
Skills
Network Administration, Data Network Design, Telecommunications..., IT Strategy, User Acceptance Testing, Cisco Technologies, Self Defense, Special Education, Teaching, Disaster Recovery, TCP/IP, Networking, Data Center, Troubleshooting, Technical Support
Education
Self Defense America - Defensive Services International, Inc. 2003 — 2013
Black Belt, Personal Security & Self Defense Training, 3rd Degree
South Florida Community College 1978 — 1980
Fine Arts, General
Avon Park High School 1974 — 1978
Acedemic Diploma, Fine Arts, General
Wells Fargo Advisors December 2008 - Present
Wachovia Securities Financial Network October 2007 - December 2008
A.G. Edwards & Sons, Inc. May 2005 - October 2007
Lincoln Electric Products Inc. 1995 - 2005
GE 1991 - 1995
Education
Southern Connecticut State University 1996 — 1999
Economics, Finance
Wells Fargo Advisors February 2014 - Present
Lumeris September 2012 - November 2013
Cejka Search January 2008 - September 2012
Monsanto Company November 2005 - January 2008
Evolution Multimedia October 2004 - November 2005
Craig Williams Creative, Inc. October 2000 - April 2004
Skills
Web Design, Graphic Design, User Interface Design, User Experience, Usability, Accessibility, Interaction Design, User Interface, Art Direction, Wireframes, Photoshop, Illustrator, Adobe Creative Suite, Wordpress, Twitter, Facebook, Tumblr, Logo Design, Mobile Design, CSS, Information Architecture, Usability Testing, Axure, CMS, Wordpress Design, Social Media Marketing, Content Management, HTML + CSS, Social Media, SEO, Podcast Production, Social Networking, Blogging, HTML5, Google Analytics, Web Analytics, Illustration, Visual Design, CSS3, HTML 5, Responsive Design, WordPress, PHP, HTML, Front-end, Brochures, XHTML, Graphics, Dreamweaver
Education
Southern Illinois University, Carbondale 1996 — 1999
BFA, Industrial Design, Fine Art
John A. Logan College 1994 — 1996
Associates Degree, Fine Art
Wells Fargo Advisors September 2008 - Present
Smith Barney March 2007 - May 2008
Advanced Financial Services June 2005 - April 2007
Paychex March 2004 - June 2005
McGregor & Associates 2002 - 2003
Skills
Business Analysis, Process Improvement, Project Management, Analysis, Leadership, SharePoint, Software Documentation, Management, Vendor Management, Risk Management, Financial Services, Financial Analysis, CRM
Education
Southern Illinois University, Edwardsville 2014 — 2018
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Southeast Missouri State University - Harrison College of Business 1998 — 2002
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors June 2012 - Present
Edward Jones August 2009 - June 2012
AXA Advisors April 2006 - August 2009
Scottrade October 1998 - April 2006
Skills
Management, Sales, Leadership, Training, Risk Management, Financial Services
Education
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
Webster University
Independent April 2014 - Present
The Examiner February 2011 - Present
Firstsource Solutions February 2011 - February 2012
Wells Fargo Advisors April 2006 - January 2011
Sterne Agee Group, Inc. July 1999 - April 2006
Skills
Valuation, Financial Analysis, Equities, Investment Banking, Fixed Income, Banking, Securities, Bloomberg, Due Diligence, News Writing, Customer Service, Microsoft Office, Editing
Education
Southeastern Bible College
Theology, Biblical Studies
Wells Fargo Advisors November 2011 - Present
Applebee's February 2006 - Present
Southern Illinois University 2010 January 2011 - May 2011
Southern Illinois University Edwardsville January 2010 - May 2011
Skills
Financial Forecasting, Demand Forecasting, Data Analysis, Econometrics, Business Analysis, Financial Analysis, Financial Modeling, Statistical Modeling, Statistics, Microsoft Office, Economics, Economic Development
Education
Southern Illinois University, Edwardsville 2006 — 2011
Bachelor's of Science, Economics
Southern Illinois University, Edwardsville 2006 — 2011
Minor, Business Administration
Southern Illinois University
Bachelors of Science, Economics
Wells Fargo March 2015 - Present
Wells Fargo Advisors September 2013 - February 2015
Wells Fargo Advisors October 2009 - September 2013
Wells Fargo Advisors May 2008 - October 2009
Macy's April 2006 - May 2008
May Company February 2004 - March 2006
Skills
Event Planning, Administrative..., Human Resources, Office Administration, Project Planning, Employee Relations, Public Speaking, Microsoft Excel, Outlook, Management, Appointment Scheduling, Team Building, Business Analysis, Organization, Microsoft Office, Live Meeting, Telepresence, Administrative..., Customer Service
Education
Walden University 2014 — 2016
Master of Science (MSc), Management
Southern Illinois University, Edwardsville 1981 — 1986
B S, Business Administration, Management; Minor in Communications
Express Scripts February 2013 - Present
Perfection Electric Inc. January 2011 - Present
Wells Fargo Advisors August 2012 - February 2013
Louisa Food Products November 2011 - July 2012
Enterprise Holdings Inc. January 2011 - March 2012
Polsinelli Shughart PC March 2006 - January 2011
Kozeny & McCubbin, LC May 2005 - March 2006
Skills
Recruiting, Microsoft Word, Management, Project Coordination, Employment Law, Microsoft Excel, Onboarding, SharePoint, Employee Relations, Customer Service, Outlook, PowerPoint, Negotiation, Microsoft Office, Coaching, Training, Marketing, Social Media, Employee Benefits, Human Resources, Entrepreneurship, Project Planning, Leadership, Analysis
Education
Webster University 2005 — 2010
Masters of Arts, Legal
Southern Illinois University, Edwardsville 2001 — 2005
BS, Political Science
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors October 2008 - November 2013
St. Louis Metropolitan Police Department August 2007 - March 2011
Edward Jones January 2006 - July 2006
Skills
Securities, Wealth Management, Investments, Series 63, Banking, Series 7, Mutual Funds, Financial Analysis, Financial Services, Football, Sports Coaching, Portfolio Management, Strategic Financial..., Risk Management, Retirement Planning, Credit, Equities, Asset Management, Loans, Mortgage Lending, Series 9, Series 10
Education
Southern Illinois University, Carbondale 2001 — 2006
Finance
Wells Fargo Advisors September 2013 - March 2014
United States Air Force June 2012 - October 2013
United States Air Force May 2009 - June 2011
United States Air Force June 2008 - May 2009
United States Air Force June 2007 - June 2008
United States Air Force June 2006 - June 2007
United States Air Force February 2003 - June 2006
Skills
Military, Security Clearance, DoD, Leadership, Program Management, Military Experience, Command, Military Operations, Personnel Management, Air Force, Operational Planning, Leadership Development, Project Management, Policy, Human Resources, Training, Team Building, Employee Relations, Process Improvement, Change Management, Top Secret, Conflict Resolution, Management, Organizational..., Defense, Strategic Planning, Team Leadership, SHRM Learning System
Education
Air Command Staff College 2011 — 2012
Master of Science (M.S.), Military Operational Art and Science/Studies
Troy State University 2004 — 2006
MSM, Management
Southern Illinois University, Carbondale 1996 — 1998
Bachelor of Science (BS), Education
Unisys March 2012 - Present
Emdeon August 2011 - March 2012
Wells Fargo Advisors March 2010 - August 2011
Specialty Stands October 2004 - March 2010
Skills
Research, Microsoft Office, Public Speaking, Higher Education, Microsoft Word, Microsoft Excel, Teaching, Statistics, Event Planning, Visio, Project Management, MS Project, Requirements Analysis, Requirements Gathering, Information Technology, System Testing, Systems Analysis, Visual Basic, .NET, SDLC, Agile Methodologies, Rapid Prototyping, Java, HTML 5, MKS Integrity, Business Analysis, Software Development, Networking, Troubleshooting
Education
Southern Illinois University, Edwardsville 2009 — 2011
Masters of Science, Computer Management & Information Systems
Southern Illinois University 2005 — 2009
Bachelors of Science, Computer Management & Information Systems
Civic Memorial High School 2001 — 2005
US Bank Home Mortgage August 2011 - Present
Wells Fargo Advisors February 2010 - August 2011
AT&T April 2008 - February 2010
Amdocs February 2007 - April 2007
SBC August 1998 - February 2007
NationsBank February 1997 - April 1997
Boatmen's Bank May 1990 - February 1997
Skills
Data Warehousing, Teradata, SQL, Data Modeling, SDLC, Visio, Unix, Business Analysis, Business Requirements, Oracle, SharePoint
Education
Southern Illinois University, Edwardsville 1980 — 2000
BSBA, Finance, CMIS
Wells Fargo Advisors June 2010 - Present
American Cancer Society August 2007 - August 2009
American Cancer Society August 2006 - July 2007
American Cancer Society September 2003 - August 2006
American Cancer Society April 1999 - August 2003
Education
Southeast Missouri State University 1990 — 1995
Public Relations, Mass Communication
Avatara CompleteCloud October 2014 - Present
Reed Elsevier June 2012 - October 2014
Computer St. Louis January 2012 - May 2012
Wells Fargo Advisors September 2010 - May 2011
BJC HealthCare May 2008 - August 2009
Skills
Technical Support, Computer Hardware, Microsoft Office, Software Installation, Windows XP Pro, Windows 7, Outlook, Networking, Computer Repair, PACS, VMware, VPN, Digital Imaging, Databases, Windows 8, Six Sigma, Yellow Belt, HTML, Windows Server, Blackberry
Education
Southern Illinois University, Edwardsville 2005 — 2010
CMIS, Business, Management, Information Systems
Valmeyer High School 2001 — 2005
High School
Illinois Department of Financial and Professional Regualtion November 2013 - Present
Wells Fargo Advisors January 2013 - September 2013
Marine Bank April 2012 - January 2013
Charter Fitness March 2011 - April 2012
US Army July 2001 - June 2006
Skills
Investments, Financial Analysis, Mutual Funds, Equities, Strategic Financial...
Education
Southern Illinois University, Carbondale 2009 — 2010
MBA, Business/Finance
Southern Illinois University, Carbondale 2006 — 2009
BS, Finance and Financial Management Services, A
Wells Fargo Advisors April 2011 - Present
Stifel Nicolaus September 2008 - April 2011
Ralcorp Holdings April 2008 - September 2008
The Bi-State Develpment Agency dba Metro March 2000 - April 2008
Skills
Employee Relations, Talent Acquisition, Employment Law, Human Resources, HRIS, Recruiting, Policy, Leadership, Talent Management, Applicant Tracking..., Employee Benefits, Management, Onboarding, Succession Planning, Team Building, Interviews, Coaching, Payroll, Training, Microsoft Office, College Recruiting
Education
Southern Illinois University, Carbondale
Bachelor of Science (B.S.)
University of Missouri-Saint Louis
Certificate, Human Resources Management
Wells Fargo Advisors July 2014 - Present
EDMC September 2010 - January 2013
EDMC September 2007 - September 2010
Career Education Corporation 2005 - 2007
Skills
Higher Education, CampusVue, Student Affairs, Student Financial Aid, Staff Development, Public Speaking, Student Loans, Community Outreach, Campus, Marketing, Team Building, Career Counseling, Leadership, Admissions, Recruiting, Training
Education
South University 2010 — 2012
MBA, Human Resources Management
Texas A&M University-Corpus Christi 1994 — 1996
BA, Speech Communications
Merrill Lynch February 2015 - Present
Wells Fargo Advisors July 2014 - January 2015
New York Life Insurance Company November 2013 - August 2014
Bank of the West November 2012 - November 2013
New York Life Insurance Company March 2012 - June 2012
Wells Fargo January 2011 - April 2012
Boys and Girls Clubs of Greater Santa Rosa January 2005 - March 2009
Skills
Customer Service, Management, Sales, Relationship Management, Insurance, Analysis, Finance, Microsoft Office, Public Speaking, Credit, Portfolio Management, Financial Planning, Retirement Planning
Education
UCLA 2011 — 2014
Certificate, Finance, Investment Management and Analysis
Sonoma State University 2006 — 2008
Bachelor of Arts, Sociology
Southern Illinois University Edwardsville August 2011 - Present
Wells Fargo Advisors July 2013 - May 2014
Morris University Center August 2012 - May 2013
Southern Illinois University Edwardsville August 2011 - May 2012
University of Ghana Business school August 2010 - August 2011
Skills
Research, Microsoft Office, Eviews, Data Analysis, Statistics, PowerPoint, Microsoft Excel, Public Speaking, SAS, Microsoft Word, Economics, Econometrics, Quantitative Analytics, Event Planning, Qualitative Research
Education
Southern Illinois University, Edwardsville 2011 — 2012
Master of Science (MS), Economics, Finance
Universty of Ghana 2006 — 2010
Bachelor of Science (BSc), Administration(Banking & Finance)
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors May 2012 - October 2014
Charles Schwab March 2011 - March 2012
Charles Schwab March 2010 - March 2011
Charles Schwab April 2008 - March 2010
Skills
Regulatory Compliance, Surveillance, Risk Management, Fraud Prevention, Project Management
Education
Southern Illinois University, Carbondale 2005 — 2007
Bachelor's degree, Finance, General
Wells Fargo Advisors January 2012 - Present
Skills
Customer Service, Leadership, Loan Modifications, Management, Market Research, Social Media Marketing, Marketing, Loan Servicing, Mortgage Servicing, Liquidation, CRM, Cold Calling, Direct Sales, Sales
Education
Southern Illinois University, Carbondale 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Missouri-Columbia 2006 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
First Republic Bank September 2013 - Present
Wells Fargo Advisors June 2013 - September 2013
Hillstone Restaurant Group February 2012 - September 2013
WET Design June 2011 - December 2011
Restaurants Unlimited Inc. (RUI) 2007 - 2010
Natural Settings Co. 2004 - 2008
OSI Industries 2003 - 2007
Skills
Outlook, Microsoft Excel, Highly detail oriented, Marketing, Team Leadership, Positive Personality, Coordinating Events, Phone Etiquette, Team-oriented, Invoicing, Multi Tasking, Microsoft Word, Cash Handling Experience, ServSafe, Engaging Speaker, Banking, Compliance, Customer Service, Leadership, Customer Experience, Restaurants, Finance
Education
Skyline College 2004 — 2008
Associates in Business Administration, Business, 3.2
Sparrow Capital Management, Inc. January 2015 - Present
Edward Jones June 2014 - November 2014
Wells Fargo Advisors 2013 - June 2014
Self -Employed December 2009 - June 2014
Newell House April 2010 - July 2013
SIU Foundation 2008 - 2009
Domino's Pizza Group Limited 2007 - 2008
American Eagle Outfitters 2006 - 2007
MidCountry Bank 2006 - 2006
Newcilans 2005 - 2006
Skills
Strategic Consulting, Strategic Negotiations, Business Development, Project Planning, Investments, Customer Service, CRM Databases, Microsoft Excel, Macroeconomics, Financial Analysis, Technical Analysis, Oral & Written..., Organizational..., Time Management, Credit, Spreadsheets, Phone Etiquette, Memorization, Banking, Typing, Data Analysis, Windows, Outlook, Swiftpage, Marketing, PowerPoint, Social Networking, Management, Microsoft Office, Analysis, Microsoft Word, Training, Business Strategy, Finance
Education
Southern Illinois University, Carbondale 2008 — 2012
B.A., Economics
John. A. Logan College
Biochemistry
Carsforsale.com June 2015 - Present
The Work Shop January 2012 - July 2015
Fox Print February 2015 - May 2015
AlphaGraphics April 2014 - February 2015
Westward Ho Country Club April 2012 - August 2014
YMCA May 2011 - September 2011
Wells Fargo Advisors May 2008 - August 2010
The Bancorp Bank May 2005 - December 2007
Skills
Writing, Creative Writing, Drawing, Graphic Design, Web Design, Logo Design, Music Production, Sales, Advertising, Online Advertising, Social Media Marketing, Marketing Communications, Marketing Strategy, Creative Direction
Education
The University of South Dakota 2008 — 2011
Bachelor of Arts (BA), Mass Communication/Media Studies
Southeast Technical Institute 2011 — 2013
Associate of Arts and Sciences (AAS), Marketing/Marketing Management, General
Wells Fargo Advisors 1981 - Present
Virginia Air National Guard 1980 - 1994
United States Air Force 1970 - 1975
Education
Virginia Polytechnic Institute and State University 1963 — 1968
Bachelor's Degree, Aerospace Engineering
Southern Illinois University, Edwardsville
Master of Business Administration (M.B.A.)
Wells Fargo Advisors May 2014 - Present
CITIMORTGAGE February 2011 - February 2014
Wells Fargo Advisors October 2009 - January 2011
MARITZ INC April 2008 - September 2009
GMAC Insurance August 2007 - April 2008
CITIMORTGAGE September 2002 - August 2007
MASTERCARD INTERNATIONAL August 2001 - September 2002
COREEXPRESS INC August 2000 - July 2001
MASTERCARD INTERNATIONAL May 1999 - August 2000
MASTERCARD iNTERNATIONAL February 1992 - May 1999
Skills
Program Management, SDLC, Agile Methodologies, Cross-functional Team..., Software Project..., Clarity, Business Process..., Business Analysis, Project Portfolio..., Process Improvement, Business Intelligence, Business Process, Visio, Risk Management, Business Requirements, Training, Budgets, IT Strategy, CRM, PMP, Data Warehousing, Integration, Change Management, Software Documentation, Management, Resource Management, User Acceptance Testing, Testing, SharePoint, Requirements Analysis, Project Planning, Project Management, Vendor Management, PMO, IT Management, Leadership, Software Development, Waterfall, Product Development, Team Building, Requirements Gathering, Financial Services, Analysis
Education
Southeast Missouri State University
Southern Illinois University, Carbondale
Merrill Lynch September 2013 - Present
Wells Fargo Advisors November 2008 - September 2013
Skills
Sports, Entertainment, Wealth Management, Retirement Planning, Financial Planning, Banking, Lending
Education
Southern Connecticut State University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Oak Wealth Management, LLC February 2014 - Present
Wells Fargo Advisors April 2004 - February 2014
Citicorp Investment Services February 2003 - April 2004
Cal Fed Investments June 1996 - February 2003
Prudential Financial January 1996 - June 1996
First Interstate Bank July 1992 - January 1996
The Good Guys! October 1987 - January 1991
Pacific Stereo March 1980 - May 1986
Skills
Financial Planning, Wealth Management..., Retirement Planning, Investments, Portfolio Management, 401k Rollovers, Asset Allocation, Estate Planning, Insurance, IRAs, Retirement, High Net Worth..., Investment Management, Life Insurance, Capital Markets, Asset Management, Long-term Care, Wealth Preservation, Financial Services, Financial Advisory, Wealth Management, Series 7 (held through...
Education
Sonoma State University 1992 — 1994
Bachelor of Science, Business Administration: Marketing, Finance, International Business
University of California, Berkeley, Haas School of Business 2002 — 2003
CFP Certification Curriculum
Cycle 3 IT Staffing April 2015 - Present
Wells Fargo Advisors July 2014 - July 2015
Express Scripts September 2012 - July 2014
Forest Pharmaceuticals May 2011 - September 2012
Hogan Transportation May 2006 - August 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Troubleshooting, Visio, PowerPoint, Project Management, Outlook, Windows, Building Relationships, SharePoint, Account Management, Training, Data Analysis, Business Analysis, Software Documentation, Management, MS Project, Process Improvement, Access, Team Leadership, Vendor Management, Program Management, Leadership, SDLC, Quality Assurance, Microsoft Project, Budgets, Business Intelligence, Analysis, Requirements Analysis, Time Management, Cross-functional Team...
Education
Southern Illinois University, Edwardsville 2008 — 2011
BS Business, CMIS
Wells Fargo Advisors June 2013 - Present
Citi August 2011 - June 2014
Skills
Leadership, Customer Service, Retirement Planning, Strategic Planning, Financial Analysis
Education
Southeast Missouri State University 2001 — 2006
Bachelor’s Degree
Edfinancial Services January 2012 - Present
Wells Fargo Advisors October 2009 - December 2011
Sam's Club November 2002 - March 2010
Skills
Leadership, Training, Microsoft Excel, Microsoft Office, Customer Service, Sales, Management, Financial Services, Process Improvement, Finance, Team Building, Financial Analysis, Data Analysis, Financial Operations, Loan Servicing, Account Servicing, Business Analysis, Financial Policies &..., Financial Reporting, Business Strategy, Analysis, Time Management, Troubleshooting, Account Reconciliation, Microsoft Word, Outlook, Accounting, Team Leadership, Access, Problem Solving, Research, Teamwork, Student Loans, Financial Accounting, Loans
Education
Southern Illinois University, Edwardsville 2007 — 2008
MBA, Business Administration
Southern Illinois University, Edwardsville 2004 — 2006
B.S., Business Administration and Management
Southwestern Illinois College 2002 — 2004
Associate's degree, General Studies
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors October 2008 - Present
Skills
Series 7, Risk Management, Process Improvement, Operations Management, Mutual Funds, Management, Cross-functional Team..., Strategic Planning, Analysis, Microsoft Excel, Training
Education
Southeast Missouri State University 1976 — 1980
Bachelor of Science (BS), Political Science and Government
Mercy High School 1972 — 1976
Citi August 2013 - August 2014
Wells Fargo Advisors June 2010 - July 2012
Errand Solutions June 2008 - December 2008
EXPRESS November 2006 - June 2008
EBA Wholesale Corp. June 2006 - October 2006
Skills
Customer Service, Telephone Skills, Management, Bookkeeping, Banking, Cashiering, Purchasing, Deposits, Policy, Microsoft Excel, PowerPoint, Microsoft Word
Education
Strayer University (DC) 2008 — 2010
Master's degree, Health/Health Care Administration/Management, 3.4
South Carolina State University 2002 — 2006
Bachelor's degree, Biology, General, 3.3
Wells Fargo Advisors February 2015 - Present
Shawnee Survey & Consulting Inc. June 2013 - January 2015
Ferrell Hospital April 2005 - March 2011
Marion, Illinois March 2001 - April 2005
Skills
Microsoft Office, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Data Entry, Customer Service, Management, Budgets, Event Planning, Public Speaking, Strategic Planning, Administration, Social Media
Education
Pope County High School 1975 — 1979
Southeastern Illinois College
Wells Fargo Advisors December 2007 - Present
Creative Children's Learning Center, Inc. January 2000 - Present
A.G. Edwards 2005 - 2007
A.G. Edwards 2003 - 2005
Skills
Analytical Skills, Marketing Communications, Coaching, Product Launch, Public Relations, Series 7, Research, Marketing Research, Social Media Marketing, Web Design, Report Writing, Business Development, Small Business
Education
Southern Illinois University, Edwardsville 1987 — 1991
Bachelor of Science (B.S.), Business/Managerial Economics
WebStar Corp. May 2012 - Present
Stifel Financial Corp. January 2012 - May 2012
Wells Fargo Advisors February 2006 - October 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, BETA, RUMBA, Thompson One, Einstein, Lotus Notes, MIcrosoft .NET 2003
Education
Southwestern Illinois College 2005 — 2006
Business Management
Southern Illinois University, Edwardsville 2004 — 2005
Business Management
PPD Financial September 2009 - Present
Sanlam Investments May 2011 - Present
Wells Fargo Advisors June 2005 - August 2009
JPMorgan Chase January 1998 - January 2005
Skills
Wealth Management, Capital Markets, Asset, Economics, Alternative Investments, Hedge Funds, Series 7, Private Banking, Investment Strategies, Investment Management, Asset Allocation, Investment Advisory, Portfolio Management, Investments, Fixed Income, Mutual Funds, Asset Managment, Securities, Financial Risk, Asset Management, Estate Planning, Investment Banking, Wealth, Structured Products, Equities, Emerging Markets, Wealth Management..., Derivatives, Bonds, Financial Markets, High Net Worth...
Education
Southern Connecticut State University 1989 — 1993
Economics
Central Catholic High School 1984 — 1988
neteffects April 2013 - Present
neteffects June 2012 - May 2013
Wells Fargo Advisors January 2012 - May 2012
Golden Services Group May 2011 - August 2011
Crate and Barrel May 2011 - August 2011
Glenn House January 2011 - May 2011
Northwestern Mutual May 2010 - June 2010
Skills
Recruiting, Internet Recruiting, Applicant Tracking..., Social Media, Talent Acquisition, CRM, Technical Recruiting, Permanent Placement, Networking, Infrastructure..., Scientific Recruiting, IT Recruitment, Marketing Strategy, Boolean Searching, AIRS trained, Microsoft Office, x-ray sourcing, Customer Service, Benefits Negotiation, Salesforce.com, Maxhire, Facebook, Staff Augmentation, Cold Calling, Marketing, Contract Negotiation, Sourcing, Social Media Marketing, Wordpress, Contract Recruitment, Talentbin, Vendor Management, Screening Resumes, Business Development, Negotiation, Sales, Staffing Services, Dreamweaver, Strategy, Database Publishing, Interviews, Sales Presentations, Wordpress Design, Screening, Social Media Monitoring, Talent Management, SharePoint, Jabber, Management
Education
Southeast Missouri State University 2007 — 2011
Bachelor of Science Degree; BSBA
Trinity Catholic High School 2003 — 2007
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors May 2013 - January 2015
Wells Fargo Advisors October 2008 - May 2013
Wachovia Securities June 2008 - October 2008
A.G. Edwards July 2006 - May 2008
Skills
Customer Service, FINRA, Human Resources, Investments, Onboarding, Securities, Risk Management, Financial Services, Series 7, Financial Analysis, Process Improvement
Education
Southern Illinois University, Edwardsville 2004 — 2006
Bachelor of Science, Business Administration
Wells Fargo April 2012 - Present
The Feldman Law Firm, LLP July 2009 - April 2012
Wachovia Securities, LLC January 2008 - July 2009
Wells Fargo Advisors January 2008 - July 2009
A.G. Edwards & Sons, Inc. April 2004 - December 2007
Skills
Trusts, Wealth Management, Financial Advisory, Estate Planning, Wealth, Asset Protection, High Net Worth..., Insurance, Life Insurance, Small Business, Strategic Financial..., Estate Law, Investment Advisory, Tax, Series 7, Corporate Law, Risk Management, Wealth Management..., Securities, Credit, Investments
Education
South Texas College of Law 1993 — 1996
JD, Law
Texas A&M University 1988 — 1993
BA
U.S. Bank December 2014 - Present
Wells Fargo Advisors May 2013 - December 2014
Wells Fargo January 2012 - December 2014
AT&T January 2007 - January 2012
Circuit City January 2002 - January 2007
Skills
Telecommunications, Wireless, Solution Selling, Direct Sales, Mobile Devices, Account Management, GSM, LTE, Sales Management, VoIP, UMTS, Cellular Communications, Call Center, Managed Services, Sales, Banking, Customer Retention, Customer Service, Leadership, Microsoft Office, Customer Satisfaction, Call Centers, Customer Experience, Management, Team Building, Finance, Loans, Financial Analysis, Retail, Marketing, Portfolio Management, Financial Services, Credit, Commercial Banking, Credit Analysis, Small Business, Commercial Lending, Risk Management, Consumer Lending, Mortgage Lending, Cross Selling, Investments, Retail Banking, Cash Management, Loan Origination, Accounting, Relationship Management, Small Business Lending, Training, Public Speaking
Education
South University 2009 — 2013
Master of Business Administration (MBA), Accounting
South University 2007 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors July 2015 - Present
RubinBrown LLP August 2011 - July 2015
RubinBrown LLP January 2011 - April 2011
RubinBrown LLP June 2010 - July 2010
Southeast Missouri State University January 2008 - May 2010
Toys R Us September 2006 - May 2008
Skills
Auditing, Customer Service, Data Entry, Financial Reporting, Nonprofits, Sales, Accounting, Microsoft Excel
Education
Southern Illinois University, Edwardsville 2010 — 2011
Master of Accountancy, Accountancy
Southeast Missouri State University 2006 — 2010
Bachelor of Science in Business Administration, Accountancy
Wells Fargo Advisors March 2014 - Present
Skills
Business Development, Project Management, Relationship Management, Strategic Concept..., Business Strategy, Information Management, Sales Management, Marketing, Customer Experience, Customer Advisory Boards, CRM, Strategy, Portfolio Management, Mergers & Acquisitions, Business Planning, Finance, Process Improvement, Sales, New Business Development, Pricing, Marketing Strategy, Business Analysis, Management, Leadership, Executive Management, P&L Management, Analysis, Credit, Forecasting
Education
Washington University in St. Louis 1999 — 2001
MBA
Washington University in St. Louis 1999 — 2001
MBA
Lindenwood University 1996 — 1997
Southeast Missouri State University 1989 — 1993
BSed
Eagle Strategies, LLC & New York Life Insurance Co. January 2009 - Present
Wells Fargo Advisors January 2009 - June 2011
Skills
Chartered Retirement..., Strategic Planning, Investments, Finance, Risk Management, Small Business, Retirement Planning, Insurance, Leadership, Management, Financial Planning, Financial Analysis, Estate Planning, Retirement, Financial Services, Series 7, Wealth Management, Customer Service
Education
Southern Illinois University, Carbondale
Southern Illinois University, Edwardsville
Economics
Wells Fargo Advisors August 2013 - Present
Cielo Talent June 2008 - August 2013
SSM St. Mary's Health Center March 2006 - June 2008
Mercy April 2001 - March 2006
Mercy July 2000 - April 2001
Skills
Applicant Tracking..., Performance Management, Onboarding, Employee Relations, Talent Acquisition, Internet Recruiting, College Recruiting, Healthcare, Time Management, Technical Recruiting, Recruiting, Employee Benefits, Benefits Administration, New Hire Orientations, Human Resources, Taleo, Hiring, Sourcing, Interviews, HRIS, Deferred Compensation
Education
Southern Illinois University, Carbondale 1994 — 1999
BS, Health Care Management
Wells Fargo Advisors April 2011 - Present
Brown Smith Wallace November 2007 - April 2011
MPP&W, PC October 2005 - November 2007
Edward Jones May 2000 - October 2005
William Byrne & Associates, Inc. October 1998 - April 2000
Archer Daniels Midland Company December 1993 - September 1998
Skills
PCI DSS, Vulnerability Assessment, Computer Forensics, Risk Assessment, Security, Project Management, Program Management, Strategic Planning, CISSP, IT Audit, Information Security, Management Consulting, Risk Management, Information Technology, Process Improvement, Penetration Testing, IT Management, Leadership, SAS70, Management, Sarbanes-Oxley Act
Education
Southern Illinois University, Edwardsville 1995 — 1999
MBA
University of Illinois at Urbana-Champaign 1988 — 1991
Bachelor of Science (BS)
Wells Fargo Advisors June 2015 - Present
C the Difference, LLC March 2011 - Present
Maritz September 2007 - March 2011
ITT Technical Institute 2006 - 2008
Maritz May 2002 - September 2007
SIUE 1999 - 2001
ISIS, Inc. 1994 - 2000
Skills
E-Learning, Instructional Design, Leadership Development, Training, Team Leadership, Instructor-led Training, Leadership, Workshop Facilitation, Program Management, SharePoint, Change Management, Needs Analysis, Management, Coaching, Curriculum Design, Team Building, Consulting, Learning Management, Performance Management, Blended Learning, Project Management, Strategy, Performance Improvement, Cross-functional Team..., Captivate, Learning Management..., Organizational..., ADDIE, Distance Learning, Training Delivery, Executive Coaching
Education
Southern Illinois University, Edwardsville 1991 — 1993
Master of Science in Education, Instructional Technology
University of Missouri-Saint Louis
Bachelor of Science in Education, Elementary Education
Bank of America Merrill Lynch April 2015 - Present
Wells Fargo Advisors June 2013 - February 2015
Edward Jones August 2006 - May 2013
Southeast Missouri State University May 2002 - May 2004
Skills
Recruiting, Human Resources, Leadership, Hiring, Resume Writing, College Recruiting, Applicant Tracking..., Interviews, Leadership Development, Training, Employee Relations, Public Speaking, Event Planning, Career Development, Career Counseling, Nonprofits, Organizational..., Higher Education, Talent Acquisition, Onboarding, Customer Service, Team Building, Performance Management, Microsoft Office
Education
Southeast Missouri State University 2002 — 2004
Master's degree, Higher Education/Higher Education Administration
Southeast Missouri State University 1998 — 2002
Bachelor's Degree of Science, Health Management
Wells Fargo Advisors November 2011 - Present
Magellan Health Services July 2008 - October 2010
Wells Fargo 2009 - 2010
Wells Fargo Home Mortgage July 2006 - December 2007
Education
Southeast Missouri State University 1978 — 1983
Roskamp Institute, Inc. January 2011 - Present
Hunter Kendall Middleton, LLC 2007 - Present
Archer Pharmaceuticals, Inc. 2007 - Present
Webster University September 1997 - Present
Wells Fargo Advisors 1997 - 2009
Sigma Aldrich 1989 - 1998
Monsanto 1976 - 1989
Ernst & Ernst 1968 - 1969
Skills
Financial Analysis, Strategic Financial..., Due Diligence, Managerial Finance, Forecasting, Cost Accounting, Accounting, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, Auditing, Business Planning, GAAP, Finance, Internal Controls, Corporate Finance, Financial Reporting, Start-ups, Cash Management, Mergers, Strategic Planning, Management Consulting, Mergers & Acquisitions, Cash Flow
Education
University of Missouri-Columbia, College of Business 1970 — 1971
Masters of Accountancy, Accounting
Southeast Missouri State University - Harrison College of Business 1964 — 1968
BSBA, Accounting
Wells Fargo Advisors April 1990 - Present
A.G. Edwards & Sons, Inc. April 1990 - October 2008
Skills
Java, HTML 5, JavaScript, KnockoutJS, MVVM, JSON, jQuery, REST, Web Services, XML, SOA, Tomcat, SoapUI, SOAP, DB2, Visual Studio, Eclipse, CVS, Subversion, Linux, NUnit, IIS, C#, MVC, C# 3.0, XML Schema, WSDL, Websphere, Oracle SQL, JUnit, Git, DevPartner, Toad, Tortoise SVN, Unity, Oracle
Education
Southern Illinois University, Edwardsville 1986 — 1989
Computer Science
Wells Fargo Advisors August 2011 - Present
Rose International December 2010 - October 2011
Fulcrum Consulting January 2010 - December 2010
Adaptive Solutions Group July 2009 - January 2010
Amdocs February 2008 - February 2009
AT&T February 2001 - February 2008
Skills
Process Improvement, Business Analysis, Management, SDLC, Vendor Management, Project Management, Requirements Analysis, Program Management, Microsoft Office, Visio, Integration
Education
Southern Illinois University, Edwardsville 1997 — 2000
Bachelor of Science, Management Information Systems
Southern Illinois University, Edwardsville 1997 — 2000
Bachelor of Science, Management
Wells Fargo Advisors March 2013 - Present
Wells Fargo Advisors, LLC November 2008 - Present
Wells Fargo 1996 - 2011
Wachovia/Wachovia Securities July 2007 - October 2008
A.G. Edwards & Sons, Inc. June 1996 - December 2007
Computer Sciences Corporation September 1987 - June 1996
Skills
Unix, Visio, COBOL, Integration, C, PL/SQL, DB2, ETL, Oracle, SQL, WebSphere MQ, Unix Shell Scripting, SDLC, Shell Scripting, SOA, Requirements Analysis
Education
Southern Illinois University, Edwardsville 1989 — 1995
Master, Management Information Systems
University of South Florida 1985 — 1987
Bachelor, Management Information Systems
St. Petersburg College 1983 — 1985
Associate of Arts, Computer Science
Wells Fargo Advisors September 2014 - Present
Belden Inc. July 2013 - September 2014
Belden Inc. February 2012 - June 2013
Deloitte Consulting August 2008 - February 2012
Deloitte Consulting June 2007 - August 2008
Reuters January 2006 - May 2007
Control Point Solutions 2004 - 2006
Skills
Financial Analysis, Budgeting, Process Improvement, Data Analysis, Accounting, Business Process..., Financial Reporting, Business Intelligence, Access, Variance Analysis, Business Analysis, Forecasting, Budgets, Finance, Financial Modeling, SAP, Microsoft Excel, Business Objects, Analysis, Auditing, Salesforce.com, Business Process Design, Business Process..., CRM, Microsoft Office, Continuous Improvement
Education
Southern Illinois University, Edwardsville 2003 — 2004
MBA
Southern Illinois University, Edwardsville 2000 — 2002
BSBA, Finance
Wells Fargo Advisors February 2014 - Present
Scottrade March 2005 - October 2013
Scottrade Inc January 2005 - October 2013
First Financial Planners January 2000 - January 2005
Salomon Smith Barney January 1998 - January 2000
Bank of America Investments January 1988 - January 1998
Skills
Expertise in market..., Trading, Series 7, Securities, Management, FINRA, Options, Equity Trading, Portfolio Management, Equities, Series 63, ETFs, Stock Market, Customer Service, Stock Trading, Financial Markets, Bonds, Fixed Income, Financial Accounting, Strategic Financial..., Investments, Mutual Funds, Series 24
Education
Southern Illinois University, Edwardsville 1981 — 1986
BS Mss Commucations Television and Radio
Southern Illinois University, Edwardsville 1981 — 1986
BS Mass Communications, Media
Southern Illinois University At
Bachelor of Science, Mass Communications Television and Radio
Wells Fargo Advisors October 2014 - Present
Citigroup August 2009 - October 2014
Citi August 2007 - August 2009
Citi February 2007 - August 2007
Citi November 2003 - February 2006
Bank of America August 1998 - May 2003
Nexstar Financial Corporation 2003 - 2003
Skills
Banking, Vendor Management, Relationship Management, Risk Management, Loans, Credit Risk, Process Improvement, Business Analysis, Change Management, Operations Management, Business Continuity, Strategic Planning, Refinance, Information Security, Business Requirements, Fraud, Performance Management, Project Management, BPO, Financial Services, Call Centers, Outsourcing
Education
Southeast Missouri State University 1992 — 1996
B.S.B.A., Finance and MIS
Southeast Missouri State University - Harrison College of Business
Centene Corporation January 2009 - May 2011
Wells Fargo Advisors June 2008 - December 2008
Wachovia Corporation July 2006 - May 2008
A.G. Edwards January 1974 - January 2008
Skills
Process Improvement, Facilities Management, Budgets, Risk Management, Extremely customer..., Can project manage..., Worked with..., Continued process..., Responsible for..., Projects came in on..., Researched any new..., Developed a financial..., Experienced in..., Aware of safety and..., Considered to have a..., Managed food services..., Built out high risk..., Am an excellent..., Write well and can be...
Education
Southern Illinois University, Edwardsville 1972 — 1976
Wells Fargo Advisors February 2007 - Present
Wells Fargo Advisors January 2006 - Present
Skills
Talent Acquisition, Onboarding, Recruiting, Human Resources, Employee Engagement, Employee Relations, Performance Management, Interviews, Leadership, Organizational..., Screening Resumes, HR Consulting, Relationship Management, Training, Coaching, Team Building, Diversity, Process Improvement, Leadership Development, Change Management, Project Management
Education
Southern Illinois University, Edwardsville 1995 — 1999
Morgan Stanley Private Wealth Management July 2011 - June 2014
Wells Fargo Advisors December 2010 - July 2011
Wells Fargo Wealth Management June 2008 - May 2010
A. G. Edwards Trust Co 2000 - 2008
Commerce Bank, N.A. June 1997 - January 2000
Skills
Financial Services, Asset Management, Relationship Management, Trust Management, High Net Worth..., Banking, Fiduciary Services, Compliance Remediation, Loans, Asset Allocation, Finance, Asset Managment, Estate Planning, Tax-planning, Trust Services, Wealth Management..., Estate Administration, Anti Money Laundering, Compliance oversight, Risk Management, Investments, Mutual Funds, Wealth Management
Education
Southeast Missouri State University
Bachelor of Science, Business Administration
Webster University
Master of Business Administration (M.B.A.), Business Administration
Wells Fargo Advisors October 2014 - Present
Wells Fargo Advisors September 2010 - October 2014
Wells Fargo Advisors March 2009 - September 2010
Accounting Career Consultants April 2008 - February 2009
Target October 2006 - April 2008
Skills
Recruiting, Coaching, Training, B2B, Cross Selling, Talent Acquisition, Human Resources, Customer Service, Team Leadership, Team Building, Employee Relations, Management, Project Management, Liaison, Public Speaking, Communication, Business Planning, Analysis, Strategy, Leadership Development, Finance, Business Analysis, Business Process..., Internet Recruiting, Marketing, Retail, Management Consulting, Financial Services
Education
Webster University 2011 — 2014
Masters, MBA, 3.9
Southeast Missouri State University - Harrison College of Business 2000 — 2005
BSBA, Finance
TEKsystems November 2012 - Present
APEX Systems Inc. November 2010 - December 2011
Wells Fargo Advisors September 2000 - May 2009
May Co 1992 - 2000
Skills
Visio, Unix, SharePoint, Troubleshooting, Servers, Project Management, Change Management, Windows, BMC Remedy, Training, Software Documentation, Vendor Management, Networking, Cisco Technologies, Windows 7
Education
Lewis and Clark Community College 2009 — 2010
A.A.S., Computer Network Security and Administration
Southern Illinois University, Carbondale 1992 — 1993
None, Instructional Design
Lewis and Clark Community College 1991 — 1992
A.A.S., Desktop Publishing/Multimedia
Lewis and Clark Community College 1986 — 1988
A.A.S., Radio Broadcasting
Centene Corp September 2011 - Present
Wells Fargo Advisors June 2010 - September 2011
MasterCard December 2007 - March 2010
Skills
Data Warehousing, SDLC, SQL, Business Analysis, Visio, SharePoint, Microsoft SQL Server, Requirements Gathering, Requirements Analysis, Vendor Management, Process Improvement, Unix, Telecommunications
Education
Southern Illinois University, Edwardsville
Bachelor's degree, Management Information Systems, General
Wells Fargo Advisors, LLC November 1994 - Present
Wells Fargo Advisors November 1994 - Present
Pershing September 1992 - November 1994
Skills
Series 7, Series 63, Fixed Income, Securities, Securities Lending, Equities, Investment Banking, Bloomberg, ETFs, Hedge Funds, Bonds, Prime Brokerage, FINRA, Capital Markets, Trading
Education
Southern Connecticut State University 1988 — 1992
Bachelor of Science, Business
New Dorp High School 1984 — 1988
Stifel Financial Corp. October 2014 - Present
Wells Fargo Advisors March 2012 - October 2014
Wells Fargo Advisors September 2010 - March 2012
Wells Fargo Advisors, LLC August 2008 - September 2010
Fine & Associates, P.C. June 2007 - July 2008
Education
Southeast Missouri State University
Bachelor of Science (BS), Finance, Political Science
Wachovia May 2008 - Present
Wells Fargo Advisors 2008 - Present
Well Fargo Advisors 2008 - Present
Wells Fargo Advisors 2008 - 2009
Bank of America May 1997 - May 2008
Education
Southern Illinois University, Carbondale 1988 — 1992
BS, Finance
Wells Fargo Advisors June 2015 - Present
Wells Fargo Advisors October 2010 - May 2015
Education
Southeast Missouri State University - Harrison College of Business 2007 — 2010
Bachelor of Science in Business Administration, Finance
Wells Fargo Advisors January 2009 - Present
Wachovia Securities Financial Network October 2007 - December 2008
A. G. Edwards & Sons July 2000 - September 2007
Education
Southeast Missouri State University 1987 — 1989
Bachelor of Science (B.S.), Accounting and Information Systems
Citi September 2014 - Present
Charter Communications September 2013 - September 2014
Citi December 2012 - September 2013
MasterCard May 2012 - September 2012
Wells Fargo Advisors June 2011 - May 2012
Savvis October 2010 - May 2011
Wells Fargo Advisors, LLC August 2009 - October 2010
Mastercard August 2008 - August 2009
Charter Communications 2007 - 2008
NetPositive, Inc. 2006 - 2007
Skills
Vendor Management, Program Management, Process Improvement, PMP, Project Management, SDLC, Requirements Analysis, Training, PMO, Business Analysis, Visio, Business Intelligence, Software Documentation, Cross-functional Team..., CRM
Education
Southeast Missouri State University
Bachelor of Science in Business Administration, Marketing, Computer Science
Southeast Missouri State University
AAS Computer Technology, Business
Wells Fargo Advisors February 2015 - Present
Nestlé Purina North America July 2013 - February 2015
Lord & Taylor May 2013 - July 2013
Nestle Purina July 2011 - May 2013
Daugherty Business Solutions June 2010 - July 2011
Nestle Purina January 2009 - June 2010
Anheuser-Busch Companies, Inc. 2000 - 2008
Anheuser-Busch 2000 - 2008
Skills
Business Analysis, Management, Supply Chain Management, Project Management, Leadership, Process Improvement, Visio, SAP R/3, Integration, SDLC, Vendor Management, Business Process, PMO, Business Intelligence, Business Process...
Education
Southern Illinois University, Edwardsville 2003 — 2005
MBA, MIS
Southern Illinois University, Edwardsville 1998 — 2000
BS, Management Information Systems
Southern Illinois University, Edwardsville 1993 — 1995
BLS, Liberal Arts
Wells Fargo Advisors February 2010 - Present
Ernst & Young October 2006 - February 2010
Deloitte & Touche July 2004 - October 2006
FASS 2000 - 2002
Skills
Internal Audit, SOX, Risk Management
Education
Southern Illinois University, Carbondale 1994 — 1999
BA, Business Management
Wells Fargo Advisors January 2012 - Present
Centene Corporation October 2011 - December 2011
USDA May 2011 - October 2011
Perficient November 2009 - May 2011
Wells Fargo Advisors, LLC November 2009 - May 2011
Jaros Technologies August 2008 - December 2008
Jaros Technologies December 2003 - April 2008
Self Employed January 2000 - January 2001
Skills
Informatica, ETL, Data Modeling, Data Warehousing, PL/SQL, SQL, Oracle, Data Integration, SDLC, Business Objects, Unix, Dimensional Modeling, Databases, Data Warehouse..., Erwin, Unix Shell Scripting, Microsoft SQL Server, Teradata, Integration, Data Marts, DB2, Shell Scripting, Database Design, SQL Tuning, Business Requirements, Testing, Oracle E-Business Suite
Education
Southern Illinois University, Edwardsville 2000 — 2003
Bachelor of Science
University of Missouri-Rolla 1998 — 2000
None
Wells Fargo Advisors May 2014 - Present
Wells Fargo Advisors November 2011 - May 2014
Dino's Logistics September 2010 - October 2011
Pathology Services, Inc. August 2009 - January 2010
Principal Financial Group March 2008 - April 2009
Orthopedic Associates, LLC July 1996 - June 2007
Skills
Payroll, Accounts Payable, Accounts Receivable, Invoicing, Account Reconciliation, Human Resources, Employee Benefits, Accounting, Financial Statements, ADP Payroll, Bank Reconciliation, Finance, Cash Management, Auditing, Management, Microsoft Excel, Microsoft Word, Expenses, Purchasing, Customer Service, Microsoft Office, Event Planning
Education
Southern Illinois University, Carbondale 1984 — 1987
BS, Finance and Management
John A Logan College 1982 — 1984
Associates of Science, Business, Accounting
Marion Senior High School 1979 — 1982
Diploma, Business and Accounting
Merrill Lynch July 2011 - Present
Wells Fargo Advisors October 2006 - July 2011
Morgan Stanley 1986 - 2006
Skills
Investments, Series 7, Portfolio Management, Series 63, Retirement Planning, Wealth Management, Strategic Financial..., Credit, Financial Analysis, Estate Planning, Banking, Bonds, Securities, Financial Services, Insurance, Financial Risk, Fixed Income, FINRA, Investment Banking
Education
Smith College 1982 — 1986
BA, Psychology/education
Magellan Health Services 2013 - Present
BJC HealthCare 2012 - 2013
Savvis, a CenturyLink company 2012 - 2012
Wells Fargo Advisors 2011 - 2012
Luxco: Spirited Brands January 2011 - 2011
United States Air Force June 2010 - December 2010
MasterCard, Monsanto, US Bank March 2008 - June 2010
Save-A-Lot 2005 - 2008
AT&T 2000 - 2005
Monsanto 1997 - 2000
Skills
Business Analysis, Leadership, Process Improvement, Business Intelligence, SDLC, Microsoft Office, Unix, Visio, Microsoft Excel, Access, GIS Application, SharePoint, SQL, MS Project, Microsoft SQL Server, Requirements Analysis, Vendor Management, Quality Assurance, Integration, Testing, Oracle, Troubleshooting
Education
Southeast Missouri State University 1991 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo Advisors November 2013 - Present
Wells Fargo Advisors January 2011 - November 2013
Wells Fargo Advisors, LLC June 2008 - December 2010
GMAC May 1995 - May 1998
Education
Southern Illinois University, Carbondale 1983 — 1987
BS, Business
Heidrick & Struggles July 2014 - Present
Exelon October 2013 - July 2014
Wells Fargo Advisors January 2012 - October 2013
AT&T February 2008 - January 2012
KPMG US January 2006 - January 2008
Skills
Sarbanes-Oxley, Internal Audit, Internal Controls, Auditing, Financial Reporting, Accounting, GAAP, Revenue Recognition, US GAAP, Accounts Payable, Financial Accounting, Accounts Receivable, Financial Audits, Risk Assessment, Sarbanes-Oxley Act
Education
Southern Illinois University, Edwardsville 2000 — 2004
Bachelor of Science (BS), Accounting
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors August 2012 - May 2015
Wells Fargo Advisors December 2009 - August 2012
Skills
Series 7, Performance Analysis, Financial Reporting, Financial Analysis
Education
Southern Illinois University, Edwardsville
B.S., Economics & Finance
Southern Illinois University, Edwardsville
M.B.A.
Wells Fargo Advisors August 2014 - Present
Joyce Factory Direct of St. Louis August 2013 - Present
Skills
Retirement Planning, Life Insurance, Investments, Financial Analysis, Insurance, Strategic Financial..., CRM, Customer Service, Leadership, Management, Marketing, Microsoft Office, Public Speaking, Sales, Small Business, Social Media, Strategic Planning, Team Building, Account Management, Budgets, Training
Education
Southern Illinois University, Edwardsville 1998 — 2000
Bachelor of Applied Science (BASc), Education
Ameren October 2011 - Present
Wells Fargo Advisors March 2010 - January 2012
Consultant for Data Networks Corporation at Lockheed Martin August 2009 - January 2010
Defense Finance and Accounting Service March 2009 - August 2009
Smurfit Stone April 2007 - October 2008
Lockheed Martin, Consultant October 2005 - March 2007
Northrop Grumman December 2001 - October 2005
Federated Software Group June 1999 - November 2001
Southwestern Bell Corporation April 1997 - May 1999
Emerson Motors January 1994 - March 1997
Education
Southern Illinois University, Edwardsville
MBA, Graduate School of Business
Southern Illinois University, Edwardsville
Bachelor of Science, Mathematics, Statistics and Computer Science
Ally Financial Inc. February 2010 - Present
Wells Fargo Advisors August 2008 - February 2010
Genisyz Consulting July 2006 - July 2008
AT&T April 2001 - June 2006
Accenture March 1999 - April 2001
Tech Oil Company January 1994 - March 1999
Skills
SDLC, Testing, Quality Assurance, User Acceptance Testing, Test Planning, Requirements Analysis, System Testing, Vendor Management, Quality Center, Test Management, Agile Methodologies, Project Delivery, Resource Management, Program Management, Process Improvement, Software Quality..., Risk Management, Change Management, HP Quality Center, IT Strategy, Enterprise Architecture, Integration, Management, Leadership, Software Project..., Enterprise Software, Strategy, Visio, ADA Compliance
Education
Southern Illinois University, Edwardsville 1990 — 1995
Master of Engineering (M.Eng.), Electrical Engineering
Southern Illinois University, Edwardsville 1986 — 1990
Bachelor of Engineering (B.Eng.), Electrical, Electronics and Communications Engineering
Wells Fargo Advisors February 1990 - Present
McDonnell Douglas Corp. March 1983 - February 1990
Education
Southern Illinois University, Edwardsville
B.S.B.A., Management Information Systems
Wells Fargo Advisors October 1998 - December 2009
Prudential Securities July 1989 - October 1997
U.S. Navy August 1976 - April 1986
Education
Southern Illinois University, Carbondale 1986 — 1988
Bachelors of Science, Radio/Television
Lincoln College 1974 — 1976
Associate of Arts, Broadcast Communications
Normal Community
Wells Fargo Advisors 2010 - Present
UniGroup, Inc 1998 - 2010
Sherwood-Davis & Geck 1996 - 1998
Advanced Technology Services 1990 - 1996
McDonnell Douglas 1988 - 1990
Education
Southern Illinois University, Carbondale 1985 — 1988
BS, Engineering & Electronics Systems Management
Wells Fargo Advisors December 2014 - Present
Express Scripts April 2013 - December 2014
Express Scripts June 2007 - April 2013
Brown Smith Wallace October 2006 - June 2007
RubinBrown LLP July 2005 - October 2006
Mutual of Omaha October 2001 - July 2005
BKD CPAs & Advisors December 1999 - October 2001
Skills
CISA, IT Audit, SOX, Internal Audit, Sarbanes-Oxley, Internal Controls, Enterprise Risk..., Auditing, COBIT, Risk Assessment, Information Security, Access Lists, Information Security..., Governance, Risk Management, Assurance, Information Technology, Disaster Recovery, Financial Risk, SSAE 16, Business Process, Vulnerability Assessment, Sarbanes-Oxley Act, Business Continuity
Education
Vatterott College 2001 — 2003
Degree Plus Certificate, Information Technology
Southeast Missouri State University 1996 — 1999
BS, Accounting
St. Louis Community College 1994 — 1996
Reinsurance Group of America, Incorporated January 2014 - Present
Reinsurance Group of America October 2012 - December 2013
Wells Fargo Advisors May 2012 - October 2012
Wells Fargo Advisors March 2012 - May 2012
Skills
Microsoft Excel, Customer Service, Microsoft Word, Sales, Microsoft Office, Outlook, Social Networking
Education
Southeast Missouri State University 2007 — 2012
Bachelor of Science, Business Administration, Finance Emphasis
Southeast Missouri State University - Harrison College of Business 2007 — 2011
B.S.B.A, Finance
Knights of Columbus, Twin City Council 891 July 2013 - Present
Wells Fargo Advisors, LLC June 1968 - Present
Wells Fargo Advisors 1968 - January 2012
Skills
Retirement Planning, Wealth Management, IRAs, Customer Service, Employee Benefits, Research, Fundraising, Series 7, Series 63, Retirement, Investment Advisory, Strategic Planning, Mutual Funds, Microsoft Office, Public Speaking, 401k, Nonprofits
Education
S I U, Carbondale, Il 1963 — 1968
Business/Marketing
So Illinois Univ 1963 — 1968
BS Business School of Marketing
Southern Illinois University, Carbondale 1963 — 1968
BS, Markieting and Engineering
Ameren January 2014 - Present
Wells Fargo Advisors September 2011 - November 2012
Education
Southern Illinois University, Carbondale
Bachelor's degree, Finance
Webster University
Master of Business Administration (MBA)
Scottrade January 2014 - Present
Charter Communications May 2012 - January 2014
Wells Fargo Advisors October 2008 - February 2012
Wachovia Securities March 2008 - October 2008
JW Terrill March 2007 - March 2008
Fleishman-Hillard September 2006 - December 2006
Arcturis May 2006 - August 2006
Skills
Onboarding, Benefits Administration, Applicant Tracking..., HRIS, Employee Engagement, New Hire Orientations, Resume Writing, Business Writing
Education
Webster University 2005 — 2007
Bachelor of Arts, Management with an emphasis in HR
Southern Illinois University, Carbondale 2002 — 2005
Healthcare Management
Wells Fargo Advisors 1998 - Present
Skills
Financial Services, Relationship Management, Customer Service, Benefits Administration, Travel Management, Coordinating Schedules, Diversity & Inclusion, Qualifying Candidates, New Hire Orientations, New Hire Paperwork, Project Coordination, HR Consulting, 401k, Team Building, Change Management, HRIS, Onboarding, Applicant Tracking...
Education
Southern Illinois University, Carbondale 1996 — 1998
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Southwestern Illinois College 1994 — 1996
Associate of Science (AS), Business Administration and Management, General
Wells Fargo Advisors November 2013 - Present
Nestle Purina December 2009 - November 2013
Donnewald Distributing Company May 2011 - August 2011
Jerry's Landscape Nursery February 2006 - June 2009
Skills
Accounting, SAP, General Ledger, Access, Budgets, Microsoft Excel, Twitter, Social Media, Social Skills, Landscaping, Research, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Networking, Public Speaking, Time Management, Microsoft Office, Leadership, Marketing, Sales, Financial Analysis
Education
Southern Illinois University, Carbondale 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Wells Fargo Advisors December 1999 - Present
Education
Southern Illinois University, Edwardsville
MBA
Wells Fargo Advisors November 2012 - Present
Sara Lee Corporation November 2011 - July 2012
Amsted Rail Inc July 2011 - November 2011
RGA March 2011 - July 2011
Matson, Driscoll, and Damico February 2009 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Access, SQL
Education
Southern Illinois University, Edwardsville 2009 — 2010
Bachelor of Applied Science (B.A.Sc.) Accounting, 3.7
Southern Illinois University, Edwardsville 1999 — 2003
Computer Management Of Information Systems
Wells Fargo Advisors July 2005 - Present
Education
Southern Illinois University, Edwardsville 2003 — 2004
H&M November 2013 - Present
Forever 21 August 2012 - November 2013
Forever 21 July 2008 - August 2012
Wells Fargo Advisors March 2007 - January 2008
Center for Comprehensive Services 2001 - October 2007
Skills
Fashion, Styling, Trend Forecasting, Store Operations, Driving Results, Trend, Sales, Inventory Management, Event Planning, Fashion Shows, Microsoft Excel, Merchandise Planning, Facebook, Microsoft Word, Microsoft Office, Social Networking, Fashion Design, Marketing, Public Relations, Management, Recruiting
Education
Southern Illinois University, Carbondale
Bachelors of Science, Speech Communication
Southern Illinois University, Carbondale
Bachelor's degree, Speech Communication
Capital One May 2014 - Present
Wells Fargo Advisors November 2011 - September 2014
Shady Grove Animal Clinic August 2008 - November 2011
Wachovia Bank NA September 1991 - December 2007
Skills
Microsoft Excel, Workforce Management, Microsoft Word, Outlook, Staff Development, Training Delivery, Project Management, Risk Management, Requirements Analysis, Data Analysis, NetMeeting, Change Management
Education
Slippery Rock University of Pennsylvania
McGladrey April 2015 - Present
Wells Fargo Advisors November 2014 - April 2015
H. D. Smith March 2013 - October 2014
Illinos Department of Transportation January 2011 - March 2013
Skills
General Ledger, Accounting, Auditing, Internal Controls, Certified Fraud Examiner, Finance, Financial Statements, Payroll, Journal Entries, Income Tax, Budgets, Invoicing, Tax Returns, GAAP, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Internal Audit, External Audit, SAP, Business Objects, SAP BPC, MS Excel Pivot Tables, Microsoft Excel, Financial Reporting, Financial Analysis, CPA, Account Reconciliation, Variance Analysis, Accounts Receivable, Accounts Payable
Education
University of Illinois Springfield 2014 — 2016
Master's degree
University of Illinois Springfield 2011 — 2013
Master of Arts (M.A.)
Southern Illinois University, Edwardsville 2006 — 2010
Bachelor of Science (B.S.)
Wells Fargo Advisors January 2011 - Present
Wells Fargo Bank October 2008 - Present
Skills
Series 63, Series 6, Consumer Lending, Credit, Series 65, Loans, Investments
Education
University of Phoenix 2009 — 2011
Bachelor's degree, Finance, General
Snow College 2007 — 2008
Associate of Science (AS), Finance, General
Wells Fargo Advisors June 2012 - Present
Wells Fargo Advisors April 2009 - June 2013
Wells Fargo 2007 - April 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Building, Sales, Microsoft Word, Strategic Planning, Sales Management, PowerPoint, Public Speaking, New Business Development, Social Media
Education
Southern Connecticut State University
Psychology
University of South Carolina-Sumter
Wells Fargo Advisors 2009 - Present
SunTrust Investment Services, Inc. 2003 - 2009
Peoples Securities, Inc 1999 - 2002
Education
Skidmore College
Bachelor of Arts (B.A.), History and Business
Heidrick & Struggles July 2014 - Present
Exelon August 2013 - July 2014
Wells Fargo Advisors January 2012 - July 2013
AT&T January 2008 - December 2011
KPMG US January 2006 - December 2007
Education
Southern Illinois University, Edwardsville 2000 — 2004
Bachelor's degree, Accounting