Wells Fargo Advisors
Industry: Subsidiary
DescriptionWells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the ninth largest brokerage firm in the United States as of August 17, 2017 with $490 billion retail client assets under management. Headquarters: St. Louis, Missouri, United States Number of employees: 15,000 Advisors Parent organization: Wells Fargo Founded: 4 September 2001 Total assets: 490 billion USD Subsidiaries: Wachovia Securities (Argentina) LLC (Buenos Aires Argentina),
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7,010 Wells Fargo Advisors employees in database. Find out everything there's to know about Wells Fargo Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Wells Fargo Advisors Employees
Employee
Years
Job
Industry
Niki McCormick Niki McCormick's Wells Fargo Advisors Experience August 2006 - August 2011
Job Marketing at Lashly & Baer P.C.
Industry Law Practice
Experience
Lashly & Baer, P.C. May 2015 - Present
Jenny Craig January 2012 - April 2015
Wells Fargo Advisors August 2006 - August 2011
ControlTech Automation - A Barry-Wehmiller Company August 2000 - August 2006
Skills
Customer Service, Coaching, Training, Team Building, Marketing, Wellness, Nutrition, Event Planning, Leadership, Staff Development, Wellness Coaching, Recruiting, Strategic Planning
Education
University of Missouri-Saint Louis 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Southwestern Illinois College 2000 — 2002
Associate of Arts and Sciences (A.A.S.)
Lashly & Baer, P.C. May 2015 - Present
Jenny Craig January 2012 - April 2015
Wells Fargo Advisors August 2006 - August 2011
ControlTech Automation - A Barry-Wehmiller Company August 2000 - August 2006
Skills
Customer Service, Coaching, Training, Team Building, Marketing, Wellness, Nutrition, Event Planning, Leadership, Staff Development, Wellness Coaching, Recruiting, Strategic Planning
Education
University of Missouri-Saint Louis 2002 — 2007
Bachelor of Business Administration (B.B.A.), Marketing
Southwestern Illinois College 2000 — 2002
Associate of Arts and Sciences (A.A.S.)
Don Burrows, Jr.'s Wells Fargo Advisors Experience July 2000 - March 2012
Job Senior Vice President | Institutional Fixed Income | Investment Adviser
Industry Investment Management
Experience
Southwest Securities, Inc. March 2012 - Present
Wells Fargo Advisors July 2000 - March 2012
UBS Investment Bank September 1999 - July 2000
Raymond James Financial Inc. July 1997 - September 1999
First Southwest Company January 1995 - August 1997
University National Bank June 1989 - March 1993
First Bancshares of Texas, Inc. June 1987 - June 1989
Skills
Investments, Portfolio Management, Series 7, Investment Banking, Financial Planning, Banking, Asset Management, Trading, Family Office, Investment Management, Strategic Financial..., Fixed Asset Management, ETFs, Fixed Income Strategies, Private Banking
Education
Southern Methodist University 1989 — 1991
Southwestern Graduate School of Banking
Stephen F. Austin State University 1983 — 1987
Galveston Ball High School
Southwest Securities, Inc. March 2012 - Present
Wells Fargo Advisors July 2000 - March 2012
UBS Investment Bank September 1999 - July 2000
Raymond James Financial Inc. July 1997 - September 1999
First Southwest Company January 1995 - August 1997
University National Bank June 1989 - March 1993
First Bancshares of Texas, Inc. June 1987 - June 1989
Skills
Investments, Portfolio Management, Series 7, Investment Banking, Financial Planning, Banking, Asset Management, Trading, Family Office, Investment Management, Strategic Financial..., Fixed Asset Management, ETFs, Fixed Income Strategies, Private Banking
Education
Southern Methodist University 1989 — 1991
Southwestern Graduate School of Banking
Stephen F. Austin State University 1983 — 1987
Galveston Ball High School
Wendy Beatty's Wells Fargo Advisors Experience January 2003 - December 2008
Job Allen Mooney & Barnes
Industry Financial Services
Experience
Allen Mooney and Barnes January 2015 - Present
Psychological Center For Growth and Development December 2008 - April 2013
Wells Fargo Advisors January 2003 - December 2008
Thomas County Federal Savings and Loan January 2000 - January 2002
Skills
Customer Service, Teamwork, Microsoft Word, Public Speaking, Microsoft Office, Bookkeeping, Investments, Banking, Mental Health, Suicidal Ideation, Medical Social Work, Health Insurance, Medical Billing, Event Planning, Team Leadership, Employee Training, Social Services, Crisis Stabilization, Crisis Intervention..., Mental Health First Aid, Community Outreach
Education
Southwest Georgia Technical College 2013 — 2015
AS Social Work, Social Work
Southwest Georgia Technical College 2013 — 2014
Associate of Science (A.S.), Social Work
Allen Mooney and Barnes January 2015 - Present
Psychological Center For Growth and Development December 2008 - April 2013
Wells Fargo Advisors January 2003 - December 2008
Thomas County Federal Savings and Loan January 2000 - January 2002
Skills
Customer Service, Teamwork, Microsoft Word, Public Speaking, Microsoft Office, Bookkeeping, Investments, Banking, Mental Health, Suicidal Ideation, Medical Social Work, Health Insurance, Medical Billing, Event Planning, Team Leadership, Employee Training, Social Services, Crisis Stabilization, Crisis Intervention..., Mental Health First Aid, Community Outreach
Education
Southwest Georgia Technical College 2013 — 2015
AS Social Work, Social Work
Southwest Georgia Technical College 2013 — 2014
Associate of Science (A.S.), Social Work
Gail Utter, MBA, CRPC, CPWA Gail Utter, MBA, CRPC, CPWA's Wells Fargo Advisors Experience 1984 - Present
Job Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 1984 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Financial Services, Finance, Risk Management, Mutual Funds, Wealth, Management, Retirement, Estate Planning, Financial Advisory, Investment Strategies, Financial Modeling, Hedge Funds, IRAs, Securities, Fixed Annuities, Insurance, Long-term Care, Alternative Investments, Financial Analysis, Life Insurance, Small Business, Equities, 401k, Term Life Insurance, Private Equity, Bonds, Fixed Income, Due Diligence, Disability Insurance, High Net Worth..., Wealth Planning, Investment Planning, Wealth Management, Financial Planning
Education
IMCA / Investment Management Consultants Association 2012 — 2013
CPWA / Certified Private Wealth Advisor
Southern Methodist University - Cox School of Business
BBA, Business / Liberal Arts
University of North Texas
Master of Business Administration (MBA), Finance, General
Wells Fargo Advisors 1984 - Present
Skills
Retirement Planning, Investments, Asset Allocation, Financial Services, Finance, Risk Management, Mutual Funds, Wealth, Management, Retirement, Estate Planning, Financial Advisory, Investment Strategies, Financial Modeling, Hedge Funds, IRAs, Securities, Fixed Annuities, Insurance, Long-term Care, Alternative Investments, Financial Analysis, Life Insurance, Small Business, Equities, 401k, Term Life Insurance, Private Equity, Bonds, Fixed Income, Due Diligence, Disability Insurance, High Net Worth..., Wealth Planning, Investment Planning, Wealth Management, Financial Planning
Education
IMCA / Investment Management Consultants Association 2012 — 2013
CPWA / Certified Private Wealth Advisor
Southern Methodist University - Cox School of Business
BBA, Business / Liberal Arts
University of North Texas
Master of Business Administration (MBA), Finance, General
Nicole Carroll Nicole Carroll's Wells Fargo Advisors Experience July 2012 - Present
Job Sr. Administrative Assistant at Wells Fargo Advisors
Industry Financial Services
Experience
N.A. Teen Center May 2013 - Present
Wells Fargo Advisors July 2012 - Present
A.G. Edwards & Sons, Inc. January 2006 - April 2008
A.G. Edwards & Sons, Inc. 2006 - 2008
Skills
Mutual Funds
Education
Southwestern Illinois College 1997 — 2000
N.A. Teen Center May 2013 - Present
Wells Fargo Advisors July 2012 - Present
A.G. Edwards & Sons, Inc. January 2006 - April 2008
A.G. Edwards & Sons, Inc. 2006 - 2008
Skills
Mutual Funds
Education
Southwestern Illinois College 1997 — 2000
Deeann Griebel Deeann Griebel's Wells Fargo Advisors Experience March 1988 - September 2013
Job Managing DirectorInvestments
Industry Financial Services
Experience
Moors & Cabot October 2013 - Present
Wells Fargo Advisors March 1988 - September 2013
Education
Southwest Minnesota State University 1976 — 1980
Accounting degree, Accounting
St. Cloud State University 1971 — 1976
Business Education and Physical Education Major--Health minor, Business Teacher Education, Physical Education Teacher
Moors & Cabot October 2013 - Present
Wells Fargo Advisors March 1988 - September 2013
Education
Southwest Minnesota State University 1976 — 1980
Accounting degree, Accounting
St. Cloud State University 1971 — 1976
Business Education and Physical Education Major--Health minor, Business Teacher Education, Physical Education Teacher
Kelsey Knobloch Kelsey Knobloch's Wells Fargo Advisors Experience September 2010 - May 2011
Job Analyst at Woods Capital Management, LLC.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2012 - July 2012
GE Power & Water June 2011 - August 2011
Wells Fargo Advisors September 2010 - May 2011
Skills
Portfolio Management, Microsoft Excel, Finance, Strategy, Mergers & Acquisitions, Investment Banking, Capital Markets, Financial Modeling, Data Analysis, Financial Analysis, Corporate Finance, Investments, Leadership
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 4.0
Raymond James Financial Inc. May 2012 - July 2012
GE Power & Water June 2011 - August 2011
Wells Fargo Advisors September 2010 - May 2011
Skills
Portfolio Management, Microsoft Excel, Finance, Strategy, Mergers & Acquisitions, Investment Banking, Capital Markets, Financial Modeling, Data Analysis, Financial Analysis, Corporate Finance, Investments, Leadership
Education
Southern Methodist University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 4.0
Savanah Schwarz's Wells Fargo Advisors Experience March 2012 - October 2012
Job Technical Support Analyst at Interface Security Systems
Industry Financial Services
Experience
Interface Security Systems August 2015 - Present
JANNX Medical Systems, INC. September 2014 - August 2015
MRINetwork May 2014 - August 2014
Wells Fargo Advisors (Signature Consultants ) August 2013 - March 2014
Best Buy November 2012 - August 2013
Wells Fargo Advisors March 2012 - October 2012
Edward Jones October 2011 - January 2012
Wells Fargo Advisors January 2011 - October 2011
Spherion/Maritz Call Center August 2010 - December 2010
Convergys Call Center March 2010 - June 2010
Skills
Customer Service, Microsoft Word, Retail, Microsoft Office, PowerPoint, Microsoft Excel, Dreamweaver, Research, Data Entry, Sales, Typing, Social Media, Call Centers, Telephone Skills, Outlook, Windows 7, Filing, Excel, Dispatching, Medical Terminology, Quicken, Word, Internet Research, Rumba, HTML, Facebook, Windows, Critical Thinking, Cashiering, TCP/IP, LAN-WAN, VoIP
Education
Penn Foster 2011 — 2012
Associates, Computer Technology, Sophmore
Southwestern Illinois College 2007 — 2008
General Studies, Associates of Arts
Sparta Community High School 2003 — 2007
Diploma, High School
Interface Security Systems August 2015 - Present
JANNX Medical Systems, INC. September 2014 - August 2015
MRINetwork May 2014 - August 2014
Wells Fargo Advisors (Signature Consultants ) August 2013 - March 2014
Best Buy November 2012 - August 2013
Wells Fargo Advisors March 2012 - October 2012
Edward Jones October 2011 - January 2012
Wells Fargo Advisors January 2011 - October 2011
Spherion/Maritz Call Center August 2010 - December 2010
Convergys Call Center March 2010 - June 2010
Skills
Customer Service, Microsoft Word, Retail, Microsoft Office, PowerPoint, Microsoft Excel, Dreamweaver, Research, Data Entry, Sales, Typing, Social Media, Call Centers, Telephone Skills, Outlook, Windows 7, Filing, Excel, Dispatching, Medical Terminology, Quicken, Word, Internet Research, Rumba, HTML, Facebook, Windows, Critical Thinking, Cashiering, TCP/IP, LAN-WAN, VoIP
Education
Penn Foster 2011 — 2012
Associates, Computer Technology, Sophmore
Southwestern Illinois College 2007 — 2008
General Studies, Associates of Arts
Sparta Community High School 2003 — 2007
Diploma, High School
Mark F. Agre, CFP® Mark F. Agre, CFP®'s Wells Fargo Advisors Experience August 2006 - November 2014
Job Managing Director and the Founder of Full Focus Financial Group
Industry Financial Services
Experience
Full Focus Financial Group November 2014 - Present
Wells Fargo Advisors August 2006 - November 2014
H&R Block September 2000 - August 2006
Skills
Retirement Planning, Stocks, Bonds, Investments
Education
Southern Illinois University, Edwardsville 1987 — 1991
BS, Communications, Marketing
University of Wisconsin-Madison 1986 — 1987
Media
Full Focus Financial Group November 2014 - Present
Wells Fargo Advisors August 2006 - November 2014
H&R Block September 2000 - August 2006
Skills
Retirement Planning, Stocks, Bonds, Investments
Education
Southern Illinois University, Edwardsville 1987 — 1991
BS, Communications, Marketing
University of Wisconsin-Madison 1986 — 1987
Media
Kevin Bogenreif Kevin Bogenreif's Wells Fargo Advisors Experience January 2010 - August 2011
Job Corporate Banker at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank January 2015 - Present
BB&T April 2012 - January 2015
BB&T July 2011 - April 2012
Wells Fargo Advisors January 2010 - August 2011
Ajax Investments, LLC. June 2009 - August 2010
Skills
Financial Analysis, Financial Modeling, Finance, Portfolio Management, Banking, Leadership, Mergers & Acquisitions, Treasury Management, Private Equity, Fixed Income, Supply Chain..., Derivatives, Recapitalizations, Growth Capital, Investment Banking, Financial Strategy, Risk Management
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Accounting
Texas Capital Bank January 2015 - Present
BB&T April 2012 - January 2015
BB&T July 2011 - April 2012
Wells Fargo Advisors January 2010 - August 2011
Ajax Investments, LLC. June 2009 - August 2010
Skills
Financial Analysis, Financial Modeling, Finance, Portfolio Management, Banking, Leadership, Mergers & Acquisitions, Treasury Management, Private Equity, Fixed Income, Supply Chain..., Derivatives, Recapitalizations, Growth Capital, Investment Banking, Financial Strategy, Risk Management
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Accounting
Rodney Dixon II's Wells Fargo Advisors Experience June 2010 - April 2014
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. April 2014 - Present
Wells Fargo June 2010 - April 2014
Wells Fargo Advisors June 2010 - April 2014
Citizens National Bank of Texas January 2007 - June 2010
Starbucks Coffee Company August 2005 - January 2007
Skills
Investments
Education
Southwestern Assemblies of God University 2002 — 2006
Church Ministries
Berean Academy 1997 — 2002
Wells Fargo Advisors, LLC. April 2014 - Present
Wells Fargo June 2010 - April 2014
Wells Fargo Advisors June 2010 - April 2014
Citizens National Bank of Texas January 2007 - June 2010
Starbucks Coffee Company August 2005 - January 2007
Skills
Investments
Education
Southwestern Assemblies of God University 2002 — 2006
Church Ministries
Berean Academy 1997 — 2002
Gordon Kellerman Gordon Kellerman's Wells Fargo Advisors Experience August 2010 - June 2011
Job Vice President at Skybox Datacenters
Industry Commercial Real Estate
Experience
Skybox Datacenters May 2014 - Present
Dallas Pedicab Services, LLC June 2011 - Present
Wingert Real Estate Company April 2013 - October 2014
Cassidy Turley September 2012 - March 2013
JPMorgan Chase June 2011 - September 2012
Wells Fargo Advisors August 2010 - June 2011
RETC: Real May 2010 - July 2010
Skills
Valuation, Commercial Real Estate, Capital Markets, Financial Modeling, Financial Analysis, Real Estate, New Business Development, Investments, Investment Banking, Asset Managment, Business Development, Tenant Representation, Equities, Market Research, Entrepreneurship, Hedge Funds, Portfolio Management, Data Center, Strategy, Mutual Funds, Mission Critical, Financial Markets, Due Diligence, Property Management, Corporate Finance, Mergers & Acquisitions, HIPAA, Securities, Co-location, Infrastructure, Real Estate Development, Marketing, Cloud Computing, Enterprise Storage, Brokerage, Real Estate Economics, Private Equity, Management, Asset Management
Education
Southern Methodist University
B.S, Economics with Finance Applications
The Boys' Latin School of Maryland
Honors Diploma
Skybox Datacenters May 2014 - Present
Dallas Pedicab Services, LLC June 2011 - Present
Wingert Real Estate Company April 2013 - October 2014
Cassidy Turley September 2012 - March 2013
JPMorgan Chase June 2011 - September 2012
Wells Fargo Advisors August 2010 - June 2011
RETC: Real May 2010 - July 2010
Skills
Valuation, Commercial Real Estate, Capital Markets, Financial Modeling, Financial Analysis, Real Estate, New Business Development, Investments, Investment Banking, Asset Managment, Business Development, Tenant Representation, Equities, Market Research, Entrepreneurship, Hedge Funds, Portfolio Management, Data Center, Strategy, Mutual Funds, Mission Critical, Financial Markets, Due Diligence, Property Management, Corporate Finance, Mergers & Acquisitions, HIPAA, Securities, Co-location, Infrastructure, Real Estate Development, Marketing, Cloud Computing, Enterprise Storage, Brokerage, Real Estate Economics, Private Equity, Management, Asset Management
Education
Southern Methodist University
B.S, Economics with Finance Applications
The Boys' Latin School of Maryland
Honors Diploma
William Kern William Kern's Wells Fargo Advisors Experience May 2015 - Present
Job Finance Intern at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
U.S. Trust January 2015 - April 2015
PrimeLending June 2014 - August 2014
Pixelgate Networks May 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, AMB, Facebook
Education
Southern Methodist University 2012 — 2016
Bachelor’s Degree, Finance, General
Westlake High
Westlake High
Westlake High SChool
Westlake High SChool
Westlake High School
Wells Fargo Advisors May 2015 - Present
U.S. Trust January 2015 - April 2015
PrimeLending June 2014 - August 2014
Pixelgate Networks May 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, AMB, Facebook
Education
Southern Methodist University 2012 — 2016
Bachelor’s Degree, Finance, General
Westlake High
Westlake High
Westlake High SChool
Westlake High SChool
Westlake High School
Foster Stangel Foster Stangel's Wells Fargo Advisors Experience January 2010 - July 2012
Job Staff Auditor at U.S. Bank
Industry Financial Services
Experience
U.S. Bank July 2015 - Present
U.S. Bank August 2012 - July 2015
Wells Fargo Advisors January 2010 - July 2012
Wells Fargo Insurance Services 2006 - 2009
Ameriprise Financial Services, Inc. 2005 - 2006
Original Mattress Factory 2001 - 2005
The Circle Newspaper 2000 - 2001
Skills
Series 7, Financial Services, Mutual Funds, 401k, Investments, Securities, Retirement Planning, Retirement, Insurance, FINRA, Series 66, Fixed Annuities, Wealth Management, Strategic Financial..., Series 9, Series 10, Tax Preparation, Income Tax, Accounting, Auditing
Education
University of Minnesota-Twin Cities 2013 — 2015
College of Continuing Education Accounting Certificate Program, Accounting
St. Cloud State University 1994 — 2000
BS, Mass Communications
U.S. Bank July 2015 - Present
U.S. Bank August 2012 - July 2015
Wells Fargo Advisors January 2010 - July 2012
Wells Fargo Insurance Services 2006 - 2009
Ameriprise Financial Services, Inc. 2005 - 2006
Original Mattress Factory 2001 - 2005
The Circle Newspaper 2000 - 2001
Skills
Series 7, Financial Services, Mutual Funds, 401k, Investments, Securities, Retirement Planning, Retirement, Insurance, FINRA, Series 66, Fixed Annuities, Wealth Management, Strategic Financial..., Series 9, Series 10, Tax Preparation, Income Tax, Accounting, Auditing
Education
University of Minnesota-Twin Cities 2013 — 2015
College of Continuing Education Accounting Certificate Program, Accounting
St. Cloud State University 1994 — 2000
BS, Mass Communications
Shant Samtani Shant Samtani's Wells Fargo Advisors Experience May 2013 - November 2013
Job Associate Relationship Manager at Frost Bank
Industry Banking
Experience
Frost Bank July 2015 - Present
EY January 2015 - March 2015
Frost Bank June 2014 - July 2014
Wells Fargo Advisors May 2013 - November 2013
SMU Dedman Center for Lifetime Sports January 2012 - October 2013
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Access, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor's Degree, Accounting
Texas Military Institute 2007 — 2011
Frost Bank July 2015 - Present
EY January 2015 - March 2015
Frost Bank June 2014 - July 2014
Wells Fargo Advisors May 2013 - November 2013
SMU Dedman Center for Lifetime Sports January 2012 - October 2013
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Access, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor's Degree, Accounting
Texas Military Institute 2007 — 2011
Mark W. Teed Mark W. Teed's Wells Fargo Advisors Experience 1986 - 2012
Job Investment Management, Financial Advising, Mutual Funds, Stocks, Bonds, 401K Rollovers, Financial Independence
Industry Financial Services
Experience
Raymond James September 2012 - Present
Wells Fargo Advisors 1986 - 2012
MassMutual Financial Group 1983 - 1986
Aetna 1980 - 1983
Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Investment Strategies, Financial Advisory, Securities, Retirement Planning, Financial Services, Series 7, Mutual Funds, Bonds, Investment Advisory, Stocks, 401k Rollovers, Asset Managment
Education
Springfield College 1975 — 1979
Bachelor of Science (B.S.)
Suffield Academy 1971 — 1975
Raymond James September 2012 - Present
Wells Fargo Advisors 1986 - 2012
MassMutual Financial Group 1983 - 1986
Aetna 1980 - 1983
Skills
Investments, Portfolio Management, Strategic Financial..., Asset Management, Investment Strategies, Financial Advisory, Securities, Retirement Planning, Financial Services, Series 7, Mutual Funds, Bonds, Investment Advisory, Stocks, 401k Rollovers, Asset Managment
Education
Springfield College 1975 — 1979
Bachelor of Science (B.S.)
Suffield Academy 1971 — 1975
Michael Theodosiou's Wells Fargo Advisors Experience March 2009 - September 2010
Job Director Sales Operations
Industry Food Production
Experience
NuTek Food Science August 2015 - Present
Nu-Tek Food Science June 2014 - Present
Nu-Tek Food Science January 2014 - Present
Aventine Renewable Energy March 2011 - February 2014
Wells Fargo Advisors March 2009 - September 2010
Rockwood Investment Partners August 2008 - January 2009
Skills
Financial Analysis, Financial Modeling, Due Diligence, Business Development, Relationship Management, Valuation, Corporate Finance, Forecasting, Credit Analysis, Strategic Financial..., Financial Reporting, Investments, Accounting, Portfolio Management, Economics, Risk Management, Trading, Financial Accounting
Education
Southern Methodist University - Cox School of Business 2006 — 2009
Bachelor of Business Administration, Finance
NuTek Food Science August 2015 - Present
Nu-Tek Food Science June 2014 - Present
Nu-Tek Food Science January 2014 - Present
Aventine Renewable Energy March 2011 - February 2014
Wells Fargo Advisors March 2009 - September 2010
Rockwood Investment Partners August 2008 - January 2009
Skills
Financial Analysis, Financial Modeling, Due Diligence, Business Development, Relationship Management, Valuation, Corporate Finance, Forecasting, Credit Analysis, Strategic Financial..., Financial Reporting, Investments, Accounting, Portfolio Management, Economics, Risk Management, Trading, Financial Accounting
Education
Southern Methodist University - Cox School of Business 2006 — 2009
Bachelor of Business Administration, Finance
John Riippa John Riippa's Wells Fargo Advisors Experience July 2012 - December 2013
Job Media Buyer at Novus Media Inc.
Industry Marketing and Advertising
Experience
Novus Media Inc. April 2015 - Present
Novus Media, Inc December 2013 - Present
Wells Fargo Advisors July 2012 - December 2013
Feldmann Imports March 2011 - February 2012
The City of Bloomington May 2006 - August 2010
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Marketing Communications, Marketing, Public Speaking, Advertising, Outlook, Public Relations, Account Management, Sales, Marketing Strategy, Social Media Marketing, Photoshop, InDesign, Adobe Creative Suite
Education
St. Cloud State University 2007 — 2011
Bachelor of Science, Business Marketing, and Advertising
Novus Media Inc. April 2015 - Present
Novus Media, Inc December 2013 - Present
Wells Fargo Advisors July 2012 - December 2013
Feldmann Imports March 2011 - February 2012
The City of Bloomington May 2006 - August 2010
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Marketing Communications, Marketing, Public Speaking, Advertising, Outlook, Public Relations, Account Management, Sales, Marketing Strategy, Social Media Marketing, Photoshop, InDesign, Adobe Creative Suite
Education
St. Cloud State University 2007 — 2011
Bachelor of Science, Business Marketing, and Advertising
William Greeney William Greeney's Wells Fargo Advisors Experience September 2011 - March 2012
Job Compliance IT Research Associate
Industry Higher Education
Experience
Scottrade April 2012 - Present
Scottrade April 2012 - Present
Wells Fargo Advisors September 2011 - March 2012
SIUE April 2010 - May 2011
Target August 2008 - March 2010
Brilyn Builders May 2004 - August 2007
Skills
Microsoft Office, Technical Support, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Access, Research, Data Analysis, Time Management, Critical Thinking, Data Entry, Windows, Microsoft Project, Microsoft Visio
Education
Southern Illinois University, Edwardsville 2007 — 2011
Bachelor's, CMIS
Southern Illinois University, Edwardsville 2007 — 2011
Bachelor's degree, Computer Management Information Technology, 3.0 Average
Scottrade April 2012 - Present
Scottrade April 2012 - Present
Wells Fargo Advisors September 2011 - March 2012
SIUE April 2010 - May 2011
Target August 2008 - March 2010
Brilyn Builders May 2004 - August 2007
Skills
Microsoft Office, Technical Support, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Access, Research, Data Analysis, Time Management, Critical Thinking, Data Entry, Windows, Microsoft Project, Microsoft Visio
Education
Southern Illinois University, Edwardsville 2007 — 2011
Bachelor's, CMIS
Southern Illinois University, Edwardsville 2007 — 2011
Bachelor's degree, Computer Management Information Technology, 3.0 Average
Jeff Frederickson Jeff Frederickson's Wells Fargo Advisors Experience July 2013 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Personal Capital October 2012 - June 2013
UC Santa Barbara finance connection September 2011 - June 2012
Wells Fargo Advisors June 2009 - September 2011
UCSB Investment Advisory Committee September 2010 - June 2011
Skills
Financial Modeling, Investments, Financial Analysis, Management, Microsoft Office, Equity Research, Microsoft Excel, PowerPoint, Customer Service, Budgets, Research, Bloomberg, Corporate Finance, Due Diligence
Education
UC Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Business economics with an emphasis in Accounting
Southern Methodist University 2008 — 2009
Wells Fargo Advisors July 2013 - Present
Personal Capital October 2012 - June 2013
UC Santa Barbara finance connection September 2011 - June 2012
Wells Fargo Advisors June 2009 - September 2011
UCSB Investment Advisory Committee September 2010 - June 2011
Skills
Financial Modeling, Investments, Financial Analysis, Management, Microsoft Office, Equity Research, Microsoft Excel, PowerPoint, Customer Service, Budgets, Research, Bloomberg, Corporate Finance, Due Diligence
Education
UC Santa Barbara 2010 — 2012
Bachelor of Arts (B.A.), Business economics with an emphasis in Accounting
Southern Methodist University 2008 — 2009
Christina Van Slooten's Wells Fargo Advisors Experience December 1999 - August 2013
Job Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2013 - Present
Wells Fargo Advisors December 1999 - August 2013
Education
St. Cloud State University 2002 — 2004
Master of Business Administration (MBA)
St. Cloud State University 1997 — 2001
Bachelor's degree, Finance
UBS Wealth Management August 2013 - Present
Wells Fargo Advisors December 1999 - August 2013
Education
St. Cloud State University 2002 — 2004
Master of Business Administration (MBA)
St. Cloud State University 1997 — 2001
Bachelor's degree, Finance
Randy Flach Randy Flach's Wells Fargo Advisors Experience September 2005 - Present
Job Business Systems Consultant at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors September 2005 - Present
Skills
Business Analysis, Process Improvement, Requirements Gathering
Education
Southwestern Illinois College 2000 — 2002
Associate of Science (A.S.), Biology, General
Wells Fargo Advisors September 2005 - Present
Skills
Business Analysis, Process Improvement, Requirements Gathering
Education
Southwestern Illinois College 2000 — 2002
Associate of Science (A.S.), Biology, General
Michael Shapleigh, CPA Michael Shapleigh, CPA's Wells Fargo Advisors Experience January 2010 - April 2010
Job HIG Capital HIG Whitehorse
Industry Financial Services
Experience
HIG Capital LLC April 2015 - Present
KPMG Transaction Services August 2013 - March 2015
KPMG Transaction Services January 2012 - March 2012
Citigroup June 2010 - July 2010
Wells Fargo Advisors January 2010 - April 2010
Citigroup June 2009 - August 2009
Skills
Valuation, Bloomberg, Forecasting, Auditing, Due Diligence, Microsoft Excel, Financial Analysis, Banking, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master's of Science in Accounting, Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelors, Accounting, Minor in Economics
HIG Capital LLC April 2015 - Present
KPMG Transaction Services August 2013 - March 2015
KPMG Transaction Services January 2012 - March 2012
Citigroup June 2010 - July 2010
Wells Fargo Advisors January 2010 - April 2010
Citigroup June 2009 - August 2009
Skills
Valuation, Bloomberg, Forecasting, Auditing, Due Diligence, Microsoft Excel, Financial Analysis, Banking, Financial Modeling
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master's of Science in Accounting, Accounting
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelors, Accounting, Minor in Economics
Nicole Alleva-Dickey Nicole Alleva-Dickey's Wells Fargo Advisors Experience December 2007 - November 2009
Job Training & Communications Project Manager at U.S. Bank Home Mortgage
Industry Writing and Editing
Experience
U.S. Bank Home Mortgage February 2014 - Present
KellyMitchell Group, Inc March 2013 - February 2014
Boynton Health Service - University of Minnesota January 2012 - March 2012
Celarity July 2010 - January 2012
Clouds in Water Zen Center March 2010 - November 2011
Wells Fargo Advisors December 2007 - November 2009
HealthPartners January 2006 - September 2007
Wells Fargo Advisors August 2005 - January 2006
Wells Fargo Institutional Trust Services March 2001 - August 2005
Wells Fargo Home Mortgage November 1997 - February 2001
Skills
Proofreading, Focus Groups, Editing, E-mail Management, Communications Campaigns, Writing, Website Copy, Interactive Marketing, Presentation Development, Surveys, Corporate Branding, Brand Communication, Communications..., ADDIE, Financial Services, Healthcare..., Investment..., Strategic Communications, Procedure Writing, Building Relationships, Health Care Systems, Marketing Copy, Marketing, Technical Writing, Collaboration, Associated Press style, Integrated Marketing, Management, Web Content, Cross-functional Team..., Agile Project Management
Education
St. Cloud State University
Bachelor's, Secondary French Education
Université des Sciences sociales (Toulouse I)
French Language and Literature
U.S. Bank Home Mortgage February 2014 - Present
KellyMitchell Group, Inc March 2013 - February 2014
Boynton Health Service - University of Minnesota January 2012 - March 2012
Celarity July 2010 - January 2012
Clouds in Water Zen Center March 2010 - November 2011
Wells Fargo Advisors December 2007 - November 2009
HealthPartners January 2006 - September 2007
Wells Fargo Advisors August 2005 - January 2006
Wells Fargo Institutional Trust Services March 2001 - August 2005
Wells Fargo Home Mortgage November 1997 - February 2001
Skills
Proofreading, Focus Groups, Editing, E-mail Management, Communications Campaigns, Writing, Website Copy, Interactive Marketing, Presentation Development, Surveys, Corporate Branding, Brand Communication, Communications..., ADDIE, Financial Services, Healthcare..., Investment..., Strategic Communications, Procedure Writing, Building Relationships, Health Care Systems, Marketing Copy, Marketing, Technical Writing, Collaboration, Associated Press style, Integrated Marketing, Management, Web Content, Cross-functional Team..., Agile Project Management
Education
St. Cloud State University
Bachelor's, Secondary French Education
Université des Sciences sociales (Toulouse I)
French Language and Literature
Michael LaMar Michael LaMar's Wells Fargo Advisors Experience November 2011 - August 2012
Job Student at SMU Dedman School of Law
Industry Law Practice
Experience
Wells Fargo Advisors November 2011 - August 2012
Fiedler, Akin May 2009 - August 2010
Oppenheimer & Co May 2008 - August 2008
Skills
Excel, Word, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Public Relations, Marketing, Sales, Economics, Microsoft Excel, Investments, Financial Analysis, Microsoft Word, Team Motivation
Education
Southern Methodist University Dedman School of Law 2014 — 2017
Southern Methodist University 2010 — 2014
Bachelors, Finance, Economics
The Jesuit College Preparatory School of Dallas 2006 — 2010
Wells Fargo Advisors November 2011 - August 2012
Fiedler, Akin May 2009 - August 2010
Oppenheimer & Co May 2008 - August 2008
Skills
Excel, Word, Microsoft Office, Customer Service, PowerPoint, Public Speaking, Public Relations, Marketing, Sales, Economics, Microsoft Excel, Investments, Financial Analysis, Microsoft Word, Team Motivation
Education
Southern Methodist University Dedman School of Law 2014 — 2017
Southern Methodist University 2010 — 2014
Bachelors, Finance, Economics
The Jesuit College Preparatory School of Dallas 2006 — 2010
Kevin Hadawi Kevin Hadawi's Wells Fargo Advisors Experience September 2005 - Present
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2005 - Present
Merrill Lynch February 1999 - September 2005
Bank of America Mortgage February 1994 - February 1999
Skills
Estate Planning, Financial Analysis, Risk Management, Business Development, Succession Planning, Portfolio Analysis, Finance
Education
Southern Methodist University 1987 — 1990
Bachelor of Arts (B.A.), Criminal Justice
Bryan Adams High School 1981 — 1985
Wells Fargo Advisors September 2005 - Present
Merrill Lynch February 1999 - September 2005
Bank of America Mortgage February 1994 - February 1999
Skills
Estate Planning, Financial Analysis, Risk Management, Business Development, Succession Planning, Portfolio Analysis, Finance
Education
Southern Methodist University 1987 — 1990
Bachelor of Arts (B.A.), Criminal Justice
Bryan Adams High School 1981 — 1985
Paul Eagleton Paul Eagleton's Wells Fargo Advisors Experience July 2009 - June 2011
Job Senior Financial Advisor at Wells Fargo Advisors Financial Network, LLC, Member SIPC
Industry Financial Services
Experience
WELLS FARGO ADVISORS FINANCIAL NETWORK,LLC,MEMBER SIPC June 2011 - Present
Wells Fargo Advisors July 2009 - June 2011
AG Edwards & Sons July 1998 - July 2009
Skills
401k Rollovers, Retirement Planning, 401k Plans, Investment Planning, Tax-Efficient Strategies
Education
University of Oklahoma 1982 — 1986
Bachelor's Degree, Economics
Southern Methodist University
Masters in Tax Law
Univeristy of Texas
Juris Doctor (J.D.)
WELLS FARGO ADVISORS FINANCIAL NETWORK,LLC,MEMBER SIPC June 2011 - Present
Wells Fargo Advisors July 2009 - June 2011
AG Edwards & Sons July 1998 - July 2009
Skills
401k Rollovers, Retirement Planning, 401k Plans, Investment Planning, Tax-Efficient Strategies
Education
University of Oklahoma 1982 — 1986
Bachelor's Degree, Economics
Southern Methodist University
Masters in Tax Law
Univeristy of Texas
Juris Doctor (J.D.)
Elizabeth Liddell Elizabeth Liddell's Wells Fargo Advisors Experience July 2015 - Present
Job Book Author
Industry Writing and Editing
Experience
Wells Fargo Advisors July 2015 - Present
Self March 2013 - Present
Skills
Editing, Social Media, Research, Creative Writing, Proofreading
Education
Southwestern Illinois College 1983 — 1984
Certificate, Cosmetology, Barber/Styling, and Nail Instructor
Lincoln Senior High School 1977 — 1980
High School, Generial Studies
Wells Fargo Advisors July 2015 - Present
Self March 2013 - Present
Skills
Editing, Social Media, Research, Creative Writing, Proofreading
Education
Southwestern Illinois College 1983 — 1984
Certificate, Cosmetology, Barber/Styling, and Nail Instructor
Lincoln Senior High School 1977 — 1980
High School, Generial Studies
Jenny DeVries Schreiner Jenny DeVries Schreiner's Wells Fargo Advisors Experience September 2011 - May 2012
Job Senior Associate at Altschuler and Company
Industry Real Estate
Experience
Altschuler and Company August 2013 - Present
D Magazine August 2012 - December 2012
Coca-Cola Refreshments June 2012 - August 2012
Wells Fargo Advisors September 2011 - May 2012
American Specialty Health May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Illustrator, Photoshop, Social Media Marketing, Digital Marketing, Marketing Research, Event Planning, Brand Management, Editing, Sales, Leadership, Facebook, Customer Service, Microsoft Word, Marketing, PowerPoint, Social Media
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Santa Fe Christian High School 2006 — 2009
High School Diploma
Altschuler and Company August 2013 - Present
D Magazine August 2012 - December 2012
Coca-Cola Refreshments June 2012 - August 2012
Wells Fargo Advisors September 2011 - May 2012
American Specialty Health May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Illustrator, Photoshop, Social Media Marketing, Digital Marketing, Marketing Research, Event Planning, Brand Management, Editing, Sales, Leadership, Facebook, Customer Service, Microsoft Word, Marketing, PowerPoint, Social Media
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Santa Fe Christian High School 2006 — 2009
High School Diploma
Derek Jett's Wells Fargo Advisors Experience September 2014 - Present
Job First Vice President Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors, LLC November 2009 - Present
UBS January 2001 - November 2009
PDI 2003 - 2008
Merrill Lynch May 1998 - January 2001
Budget Cardio & Strength January 1992 - January 2001
Skills
Investments, Asset Allocation, Finance, Financial Advisory, Retirement Planning, Customer Service, Mutual Funds, 401k, Uniform Combined State..., Alternative Investments, Securities, Wealth, Retirement, ETFs, Investing, Strategic Investment...
Education
Southern Methodist University 1984 — 1988
Business
Southern Methodist University - Cox School of Business 1984 — 1988
BBA
Coppell High School 1980 — 1984
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors, LLC November 2009 - Present
UBS January 2001 - November 2009
PDI 2003 - 2008
Merrill Lynch May 1998 - January 2001
Budget Cardio & Strength January 1992 - January 2001
Skills
Investments, Asset Allocation, Finance, Financial Advisory, Retirement Planning, Customer Service, Mutual Funds, 401k, Uniform Combined State..., Alternative Investments, Securities, Wealth, Retirement, ETFs, Investing, Strategic Investment...
Education
Southern Methodist University 1984 — 1988
Business
Southern Methodist University - Cox School of Business 1984 — 1988
BBA
Coppell High School 1980 — 1984
Duke Cebrelli's Wells Fargo Advisors Experience February 2014 - Present
Job Project Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors February 2014 - Present
Dell Wells Fargo Advisors February 2013 - November 2013
TEKsystems October 2012 - February 2013
Auto Care Solutions April 2005 - 2013
U.S. Bank October 2010 - October 2012
Computer Services, Inc. August 2007 - October 2010
O'Reilly Auto Parts April 2003 - July 2007
Skills
Project Management, Business Process..., Management, Training, Business Development, Networking, Windows 7, Technical Support, Security, SharePoint Designer, Windows XP Pro, Computer Repair, Project Coordination, Information Technology, Microsoft Office, Leadership, System Administration, Computer Maintenance, Remote Desktop, Customer Service, Time Management, TCP/IP, Wireless Networking, Public Speaking, Business Process..., Small Business, Dreamweaver, Desktop Support, Sales Presentations, Retail Category..., MCITP, Generic Programming, Linux Desktop, Brand Management, Auto Parts, International Retail, SharePoint, Software Documentation
Education
University of Phoenix 2010 — 2012
Associate (AAIT), Management Information Systems
Southwestern Illinois College 2004 — 2006
Business Administration and Management
O'Fallon Township High School 2001 — 2004
High School Diploma, FBLA
Wells Fargo Advisors February 2014 - Present
Dell Wells Fargo Advisors February 2013 - November 2013
TEKsystems October 2012 - February 2013
Auto Care Solutions April 2005 - 2013
U.S. Bank October 2010 - October 2012
Computer Services, Inc. August 2007 - October 2010
O'Reilly Auto Parts April 2003 - July 2007
Skills
Project Management, Business Process..., Management, Training, Business Development, Networking, Windows 7, Technical Support, Security, SharePoint Designer, Windows XP Pro, Computer Repair, Project Coordination, Information Technology, Microsoft Office, Leadership, System Administration, Computer Maintenance, Remote Desktop, Customer Service, Time Management, TCP/IP, Wireless Networking, Public Speaking, Business Process..., Small Business, Dreamweaver, Desktop Support, Sales Presentations, Retail Category..., MCITP, Generic Programming, Linux Desktop, Brand Management, Auto Parts, International Retail, SharePoint, Software Documentation
Education
University of Phoenix 2010 — 2012
Associate (AAIT), Management Information Systems
Southwestern Illinois College 2004 — 2006
Business Administration and Management
O'Fallon Township High School 2001 — 2004
High School Diploma, FBLA
Derek Scanlon's Wells Fargo Advisors Experience May 2013 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2013 - Present
Allianz Life March 2011 - June 2012
Ameriprise Financial February 2010 - March 2011
Ameriprise Financial 2005 - 2009
RiverSource 1999 - 2004
American Express Retirement Services 1996 - 1998
Skills
Coaching, Strategic Thinking, Retirement Planning, Financial Guidance, Retirement Income, Equities, Equity Trading, Risk Management, Financial Markets, Fixed Income
Education
St. Cloud State University 1988 — 1993
Bachelor of Science, Finance
Wells Fargo Advisors May 2013 - Present
Allianz Life March 2011 - June 2012
Ameriprise Financial February 2010 - March 2011
Ameriprise Financial 2005 - 2009
RiverSource 1999 - 2004
American Express Retirement Services 1996 - 1998
Skills
Coaching, Strategic Thinking, Retirement Planning, Financial Guidance, Retirement Income, Equities, Equity Trading, Risk Management, Financial Markets, Fixed Income
Education
St. Cloud State University 1988 — 1993
Bachelor of Science, Finance
LaKisha Perkins-Mosley's Wells Fargo Advisors Experience 2012 - Present
Job Administrative Assistant III at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors 2012 - Present
City of University City August 2005 - February 2011
Southern Illinois University Edwardsville June 1998 - July 2005
Skills
Customer Service, Employee Relations, Clerical Skills, Microsoft Office 2007, Office Equipment..., Computer Proficiency, Typing, Courts, Digital Dictation, Management, Program Management, Policy, Data Entry, PowerPoint, Conflict Resolution, Administrative..., Access, Public Speaking, Outlook, Administrative..., Microsoft Office, Microsoft Word, Community Outreach, Research, Microsoft Excel
Education
Southern Illinois University, Edwardsville 1995 — 2011
Bachelor of Science (B.S.), Sociology
Southwestern Illinois College 2002 — 2004
Associate of Arts (A.A.), Sociology
Wells Fargo Advisors 2012 - Present
City of University City August 2005 - February 2011
Southern Illinois University Edwardsville June 1998 - July 2005
Skills
Customer Service, Employee Relations, Clerical Skills, Microsoft Office 2007, Office Equipment..., Computer Proficiency, Typing, Courts, Digital Dictation, Management, Program Management, Policy, Data Entry, PowerPoint, Conflict Resolution, Administrative..., Access, Public Speaking, Outlook, Administrative..., Microsoft Office, Microsoft Word, Community Outreach, Research, Microsoft Excel
Education
Southern Illinois University, Edwardsville 1995 — 2011
Bachelor of Science (B.S.), Sociology
Southwestern Illinois College 2002 — 2004
Associate of Arts (A.A.), Sociology
Donnie Owen Donnie Owen's Wells Fargo Advisors Experience July 2010 - August 2011
Job Loan Officer at Guild Mortgage Company NMLS ID# 3274, Lic# 461850
Industry Financial Services
Experience
Guild Mortgage Company June 2013 - Present
Wells Fargo Bank January 2006 - June 2013
Wells Fargo Advisors July 2010 - August 2011
Wells Fargo Bank June 2006 - August 2011
Skills
Strategic Planning, Small Business, Sales Management, Coaching, Outlook, Budgets, Team Building, Account Management, New Business Development, Marketing, Business Planning, Microsoft Office, Negotiation, FHA financing, Investment Properties, FHA Financing, Credit, Real Estate Transactions, First Time Home Buyers, Banking
Education
Washington State University - College of Business and Economics 2007 — 2009
Business Administration, Finance
Spokane Falls Community College 1999 — 2005
Associate of the Arts, General Studies
Guild Mortgage Company June 2013 - Present
Wells Fargo Bank January 2006 - June 2013
Wells Fargo Advisors July 2010 - August 2011
Wells Fargo Bank June 2006 - August 2011
Skills
Strategic Planning, Small Business, Sales Management, Coaching, Outlook, Budgets, Team Building, Account Management, New Business Development, Marketing, Business Planning, Microsoft Office, Negotiation, FHA financing, Investment Properties, FHA Financing, Credit, Real Estate Transactions, First Time Home Buyers, Banking
Education
Washington State University - College of Business and Economics 2007 — 2009
Business Administration, Finance
Spokane Falls Community College 1999 — 2005
Associate of the Arts, General Studies
Greg Stong's Wells Fargo Advisors Experience October 1996 - January 2010
Job CFP®, Financial Advisor at Stong Holsten Wealth Group
Industry Financial Services
Experience
Stong Holsten Wealth Group, LLC January 2010 - Present
Wells Fargo Advisors October 1996 - January 2010
Skills
Financial Planning, Investments
Education
Stonier Graduate School of Banking 1989 — 1991
Banking
Southwestern Oklahoma State University 1978 — 1982
BA, Economics
Stong Holsten Wealth Group, LLC January 2010 - Present
Wells Fargo Advisors October 1996 - January 2010
Skills
Financial Planning, Investments
Education
Stonier Graduate School of Banking 1989 — 1991
Banking
Southwestern Oklahoma State University 1978 — 1982
BA, Economics
Mike Kriegler Mike Kriegler's Wells Fargo Advisors Experience March 2015 - Present
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
AdvisorNet Financial June 2008 - February 2015
Education
St. Cloud State University
BS, Finance
Wells Fargo Advisors March 2015 - Present
AdvisorNet Financial June 2008 - February 2015
Education
St. Cloud State University
BS, Finance
Tammy Saggio Tammy Saggio's Wells Fargo Advisors Experience January 2000 - January 2009
Job Shipping Clerk at Menasha Packaging
Industry Transportation/Trucking/Railroad
Experience
Menasha Packaging September 2014 - Present
Granite City School District February 2014 - September 2014
Home Instead Senior Care January 2013 - December 2013
Wells Fargo Advisors January 2000 - January 2009
Financial Advisory Network June 1997 - June 2000
Financial Advisory Network January 1999 - January 2000
Conning January 1997 - January 1999
Skills
Administrative..., Travel Arrangements, Lotus Notes, Expense Reports, Calendars, Finance, 10 Key, Invoicing, Management, Fax, Administrative..., Office Management, Records Management, Human Resources
Education
University of Phoenix 2011 — 2012
Southwestern Illinois College 1998 — 2001
Associate, Applied ScienceOffice Administration and Technology
Menasha Packaging September 2014 - Present
Granite City School District February 2014 - September 2014
Home Instead Senior Care January 2013 - December 2013
Wells Fargo Advisors January 2000 - January 2009
Financial Advisory Network June 1997 - June 2000
Financial Advisory Network January 1999 - January 2000
Conning January 1997 - January 1999
Skills
Administrative..., Travel Arrangements, Lotus Notes, Expense Reports, Calendars, Finance, 10 Key, Invoicing, Management, Fax, Administrative..., Office Management, Records Management, Human Resources
Education
University of Phoenix 2011 — 2012
Southwestern Illinois College 1998 — 2001
Associate, Applied ScienceOffice Administration and Technology
Steven Buescher Steven Buescher's Wells Fargo Advisors Experience July 2013 - Present
Job Credit Margins Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Accountemps July 2013 - Present
Holiday Inn May 2006 - August 2011
Skills
Financial Accounting, Strategic Management, Accounting, Customer Service, Macroeconomics, Microeconomics, Business Calculus
Education
Southern Illinois University, Edwardsville 2009 — 2012
Bachelor of Science / Business Administration, Business Management
Marquette 2004 — 2008
Wells Fargo Advisors July 2013 - Present
Accountemps July 2013 - Present
Holiday Inn May 2006 - August 2011
Skills
Financial Accounting, Strategic Management, Accounting, Customer Service, Macroeconomics, Microeconomics, Business Calculus
Education
Southern Illinois University, Edwardsville 2009 — 2012
Bachelor of Science / Business Administration, Business Management
Marquette 2004 — 2008
Cameron Purcell Cameron Purcell's Wells Fargo Advisors Experience February 2012 - July 2013
Job Assistant Sales Manager at Universal Pictures
Industry Entertainment
Experience
Universal Pictures August 2015 - Present
Universal Pictures December 2014 - Present
Accenture July 2013 - December 2014
Wells Fargo Advisors February 2012 - July 2013
The Weinstein Company July 2011 - August 2011
Mosaic Sales Solutions June 2010 - August 2010
Skills
Social Media, Finance, Valuation, Hedge Funds, Financial Analysis, Corporate Finance, Financial Modeling, Bloomberg, Investments, Capital IQ, Alternative Investments, Microsoft Excel, Research, Bloomberg Terminal, Access, Microsoft Word, PowerPoint, Social Media Marketing
Education
Southern Methodist University 2009 — 2013
Bachelor's degree, Finance
Southern Methodist University - Cox School of Business 2009 — 2013
Finance
Bolles College Prepatory
Universal Pictures August 2015 - Present
Universal Pictures December 2014 - Present
Accenture July 2013 - December 2014
Wells Fargo Advisors February 2012 - July 2013
The Weinstein Company July 2011 - August 2011
Mosaic Sales Solutions June 2010 - August 2010
Skills
Social Media, Finance, Valuation, Hedge Funds, Financial Analysis, Corporate Finance, Financial Modeling, Bloomberg, Investments, Capital IQ, Alternative Investments, Microsoft Excel, Research, Bloomberg Terminal, Access, Microsoft Word, PowerPoint, Social Media Marketing
Education
Southern Methodist University 2009 — 2013
Bachelor's degree, Finance
Southern Methodist University - Cox School of Business 2009 — 2013
Finance
Bolles College Prepatory
Sarah Melling Sarah Melling's Wells Fargo Advisors Experience November 2011 - April 2015
Job Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - April 2015
Morgan Stanley Smith Barney May 2010 - August 2011
Washington City Community Center April 2004 - May 2009
Washington City Community Center May 2005 - January 2009
Education
Southern Utah University 2007 — 2010
Finance, B.S. Finance
Wells Fargo Advisors November 2011 - April 2015
Morgan Stanley Smith Barney May 2010 - August 2011
Washington City Community Center April 2004 - May 2009
Washington City Community Center May 2005 - January 2009
Education
Southern Utah University 2007 — 2010
Finance, B.S. Finance
Mary Cady, CMP Mary Cady, CMP's Wells Fargo Advisors Experience April 2010 - Present
Job Meeting Planner at Wells Fargo Advisors
Industry Hospitality
Experience
Wells Fargo Advisors April 2010 - Present
Summit Business Media May 2007 - March 2010
MAC Meetings & Events 2006 - 2007
May Merchandising Company 1996 - 2006
Skills
Meeting Planning, Event Management, Public Relations, Press Releases, Corporate Events, Marketing, Event Planning, Trade Shows, Marketing Communications, Contract Negotiation, Social Media, Hotels, Management, Sponsorship, Hospitality, Marketing Strategy, Project Planning, Budgets, Email Marketing, Social Media Marketing, Social Networking
Education
Southern Illinois University, Edwardsville 1973 — 1977
Bachelor of Science, Mass Communications
Wells Fargo Advisors April 2010 - Present
Summit Business Media May 2007 - March 2010
MAC Meetings & Events 2006 - 2007
May Merchandising Company 1996 - 2006
Skills
Meeting Planning, Event Management, Public Relations, Press Releases, Corporate Events, Marketing, Event Planning, Trade Shows, Marketing Communications, Contract Negotiation, Social Media, Hotels, Management, Sponsorship, Hospitality, Marketing Strategy, Project Planning, Budgets, Email Marketing, Social Media Marketing, Social Networking
Education
Southern Illinois University, Edwardsville 1973 — 1977
Bachelor of Science, Mass Communications
Darcy Parrish, CFP®'s Wells Fargo Advisors Experience August 2008 - Present
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2008 - Present
Education
Southwest Baptist University 2005 — 2008
Economics/Finance
Wells Fargo Advisors August 2008 - Present
Education
Southwest Baptist University 2005 — 2008
Economics/Finance
Michael S. Lang Michael S. Lang's Wells Fargo Advisors Experience November 2014 - Present
Job Licensed Agent with Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2014 - Present
Wells Fargo April 2013 - November 2014
Civil Design, Inc. August 2006 - May 2011
Civil Design, Inc. August 2005 - May 2011
Skills
Investment Advisory, Securities License, Microsoft Excel, ArcGIS, Civil Engineering, LEED AP
Education
Southern Illinois University, Edwardsville 2003 — 2006
Bachelor's degree, Civil Engineering
Wells Fargo Advisors November 2014 - Present
Wells Fargo April 2013 - November 2014
Civil Design, Inc. August 2006 - May 2011
Civil Design, Inc. August 2005 - May 2011
Skills
Investment Advisory, Securities License, Microsoft Excel, ArcGIS, Civil Engineering, LEED AP
Education
Southern Illinois University, Edwardsville 2003 — 2006
Bachelor's degree, Civil Engineering
Savannah (Campbell) Petronis Savannah (Campbell) Petronis's Wells Fargo Advisors Experience March 2014 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Southern Methodist University August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
United Technologies Corporation - Otis Elevator Company July 2009 - July 2011
Caterpillar Inc. 2008 - 2009
Skills
Financial Analysis, Competitive Analysis, Microsoft Excel, Financial Modeling, Valuation, Marketing Strategy, Cross-functional Team..., Finance, Forecasting, Corporate Finance, Business Strategy, Market Analysis, Process Improvement, Data Analysis, Strategy, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance, Strategy
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Marketing, Finance
Wells Fargo Advisors March 2014 - Present
Southern Methodist University August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
United Technologies Corporation - Otis Elevator Company July 2009 - July 2011
Caterpillar Inc. 2008 - 2009
Skills
Financial Analysis, Competitive Analysis, Microsoft Excel, Financial Modeling, Valuation, Marketing Strategy, Cross-functional Team..., Finance, Forecasting, Corporate Finance, Business Strategy, Market Analysis, Process Improvement, Data Analysis, Strategy, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance, Strategy
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Marketing, Finance
Kasey Atwood Kasey Atwood's Wells Fargo Advisors Experience January 2013 - April 2013
Job QA/QC Consultant @ GIS Bank of America
Industry Banking
Experience
Bank of America March 2015 - Present
Wells Fargo Home Mortgage August 2014 - March 2015
Wells Fargo Home Mortgage June 2013 - November 2013
Wells Fargo Advisors January 2013 - April 2013
Opal Hospitality November 2011 - January 2013
Memorial Hospital Savannah GA June 2008 - October 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Loss Mitigation, Loan Origination, FHA, Credit, Mortgage Servicing, Residential Mortgages, Loan Servicing, Refinance, Banking, Receptionist Duties, Phone Etiquette, Hospitality, Call Centers, Call Logging, Outlook, Foreclosures, Bankruptcy, Hospitality Management, Hospitals, Microsoft Excel, Outlook Express
Education
Technical College of the Lowcountry 2010 — 2010
Allied Health
Southern Maine Community College 2008 — 2008
General Studies
Gray New Gloucester High School 2002 — 2006
High School
Bank of America March 2015 - Present
Wells Fargo Home Mortgage August 2014 - March 2015
Wells Fargo Home Mortgage June 2013 - November 2013
Wells Fargo Advisors January 2013 - April 2013
Opal Hospitality November 2011 - January 2013
Memorial Hospital Savannah GA June 2008 - October 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Loss Mitigation, Loan Origination, FHA, Credit, Mortgage Servicing, Residential Mortgages, Loan Servicing, Refinance, Banking, Receptionist Duties, Phone Etiquette, Hospitality, Call Centers, Call Logging, Outlook, Foreclosures, Bankruptcy, Hospitality Management, Hospitals, Microsoft Excel, Outlook Express
Education
Technical College of the Lowcountry 2010 — 2010
Allied Health
Southern Maine Community College 2008 — 2008
General Studies
Gray New Gloucester High School 2002 — 2006
High School
Aaron Christopherson Aaron Christopherson's Wells Fargo Advisors Experience January 2010 - June 2011
Job Assistant Vice President BOK Financial
Industry Banking
Experience
BOK Financial Corporation September 2012 - Present
BOK Financial Corporation June 2011 - August 2012
Wells Fargo Advisors January 2010 - June 2011
Skills
Financial Analysis, Excel, Financial Reporting, Internal Controls, Internal Audit, Banking, Research, General Ledger, Corporate Finance, Financial Modeling, Finance, Microsoft Excel, Accounting, Strategic Financial..., Valuation
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master's Degree, Finance
Southern Methodist University - Cox School of Business 2007 — 2011
BBA Finance, BS Economics
BOK Financial Corporation September 2012 - Present
BOK Financial Corporation June 2011 - August 2012
Wells Fargo Advisors January 2010 - June 2011
Skills
Financial Analysis, Excel, Financial Reporting, Internal Controls, Internal Audit, Banking, Research, General Ledger, Corporate Finance, Financial Modeling, Finance, Microsoft Excel, Accounting, Strategic Financial..., Valuation
Education
Southern Methodist University - Cox School of Business 2013 — 2014
Master's Degree, Finance
Southern Methodist University - Cox School of Business 2007 — 2011
BBA Finance, BS Economics
Alexandra Barton Alexandra Barton's Wells Fargo Advisors Experience January 2011 - August 2011
Job Senior Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2015 - Present
Inspire, Inc. April 2014 - Present
Bain & Company July 2013 - August 2015
Southern Methodist University August 2011 - May 2013
Southern Methodist University May 2012 - August 2012
Wells Fargo Advisors January 2011 - August 2011
MotoPhoto Portrait Studio May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, AutoCAD, Management, Adobe Creative Suite, Structural Engineering, Research, Strategy, Organizational Design, Data Modeling, Project Management, Management Consulting, Matlab, Access
Education
Southern Methodist University - Cox School of Business 2008 — 2013
BBA, Finance, Magna Cum Laude
Southern Methodist University 2008 — 2013
B.S. Civil Engineering, Magna Cum Laude
Bain & Company September 2015 - Present
Inspire, Inc. April 2014 - Present
Bain & Company July 2013 - August 2015
Southern Methodist University August 2011 - May 2013
Southern Methodist University May 2012 - August 2012
Wells Fargo Advisors January 2011 - August 2011
MotoPhoto Portrait Studio May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Data Analysis, AutoCAD, Management, Adobe Creative Suite, Structural Engineering, Research, Strategy, Organizational Design, Data Modeling, Project Management, Management Consulting, Matlab, Access
Education
Southern Methodist University - Cox School of Business 2008 — 2013
BBA, Finance, Magna Cum Laude
Southern Methodist University 2008 — 2013
B.S. Civil Engineering, Magna Cum Laude
Tyler Smallman's Wells Fargo Advisors Experience December 2009 - March 2010
Job Systems Analyst at Washington University in St. Louis
Industry Information Technology and Services
Experience
Washington University School of Medicine September 2012 - Present
SyllogisTeks August 2012 - September 2012
Granite School District December 2011 - August 2012
St. Louis Blues September 2011 - April 2012
Wells Fargo Advisors December 2009 - March 2010
Skills
Technical Support, Windows 7, Troubleshooting, Computer Hardware, XP, Windows XP, DNS, Laptops, Software Installation, Microsoft Office, System Administration, Networking, Windows, Windows Server, Group Policy, Customer Service, Printers, Microsoft Exchange, Virtualization, DHCP, Network Administration, A+ Certified, Computer Repair, Windows XP Pro, Hardware, OS X, Software Development, Project Planning, CompTIA A+ Certification, Desktop Computers, Office 2010, Outlook, CompTIA, Dell Computers, A+, Hardware Installation, Mac, Apple, Server Administration, SCCM
Education
Southern Illinois University, Edwardsville 2002 — 2009
In Progress, Computer Science
Granite City High School
Washington University School of Medicine September 2012 - Present
SyllogisTeks August 2012 - September 2012
Granite School District December 2011 - August 2012
St. Louis Blues September 2011 - April 2012
Wells Fargo Advisors December 2009 - March 2010
Skills
Technical Support, Windows 7, Troubleshooting, Computer Hardware, XP, Windows XP, DNS, Laptops, Software Installation, Microsoft Office, System Administration, Networking, Windows, Windows Server, Group Policy, Customer Service, Printers, Microsoft Exchange, Virtualization, DHCP, Network Administration, A+ Certified, Computer Repair, Windows XP Pro, Hardware, OS X, Software Development, Project Planning, CompTIA A+ Certification, Desktop Computers, Office 2010, Outlook, CompTIA, Dell Computers, A+, Hardware Installation, Mac, Apple, Server Administration, SCCM
Education
Southern Illinois University, Edwardsville 2002 — 2009
In Progress, Computer Science
Granite City High School
Lisa Bartz The Bartz's Lisa Bartz The Bartz's's Wells Fargo Advisors Experience April 1995 - August 2002
Job Substitute Para at Anoka Hennepin Schools
Industry Food Production
Experience
Anoka Hennepin Schools February 2014 - Present
ALDI Stores August 2012 - April 2013
Williams-Sonoma, Inc. October 2011 - 2012
Wells Fargo Advisors April 1995 - August 2002
Skills
Best home cook taken to..., Cooking for people..., Merchandising, Visual Merchandising, Retail, Inventory Management, Retail Sales, Assortment, Customer Service, Store Management, Loss Prevention, Trend Analysis, Sales, Merchandise Planning, Store Operations, Driving Results, JDA, Window Displays, Apparel, Fashion, Inventory Control, CPFR, Customer Satisfaction, Time Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Anoka Hennepin Schools February 2014 - Present
ALDI Stores August 2012 - April 2013
Williams-Sonoma, Inc. October 2011 - 2012
Wells Fargo Advisors April 1995 - August 2002
Skills
Best home cook taken to..., Cooking for people..., Merchandising, Visual Merchandising, Retail, Inventory Management, Retail Sales, Assortment, Customer Service, Store Management, Loss Prevention, Trend Analysis, Sales, Merchandise Planning, Store Operations, Driving Results, JDA, Window Displays, Apparel, Fashion, Inventory Control, CPFR, Customer Satisfaction, Time Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
Olivia Moretto Olivia Moretto's Wells Fargo Advisors Experience May 2010 - August 2010
Job Manager, New Business at Publicis Hawkeye
Industry Marketing and Advertising
Experience
Publicis Hawkeye September 2014 - Present
Capstone Partners, LP October 2012 - September 2014
Lantern Asset Management October 2011 - October 2012
Wells Fargo Advisors May 2010 - August 2010
NFJ Investment Group August 2009 - December 2009
MetLife Financial Group of Texas June 2009 - August 2009
BBS Capital Mangement May 2008 - August 2008
Skills
Marketing, Social Media, Business Development, Marketing Strategy, Market Research, Marketing Communications, Project Management, Brand Management, Brand Loyalty, Event Management, PowerPoint, Microsoft Office, Event Planning, Events, Corporate Events, Live Events, Coordinating Events, Event Producing, Experiential Events, Long-term Customer..., Manage Client..., Impressions with a..., communications, Corporate Communications, Internal Communications, Public Relations, Presentations, Video Production, Copywriting, Analysis, Visio, Management, Strategic Planning
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Masters, Accounting
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Plano Senior High school
Publicis Hawkeye September 2014 - Present
Capstone Partners, LP October 2012 - September 2014
Lantern Asset Management October 2011 - October 2012
Wells Fargo Advisors May 2010 - August 2010
NFJ Investment Group August 2009 - December 2009
MetLife Financial Group of Texas June 2009 - August 2009
BBS Capital Mangement May 2008 - August 2008
Skills
Marketing, Social Media, Business Development, Marketing Strategy, Market Research, Marketing Communications, Project Management, Brand Management, Brand Loyalty, Event Management, PowerPoint, Microsoft Office, Event Planning, Events, Corporate Events, Live Events, Coordinating Events, Event Producing, Experiential Events, Long-term Customer..., Manage Client..., Impressions with a..., communications, Corporate Communications, Internal Communications, Public Relations, Presentations, Video Production, Copywriting, Analysis, Visio, Management, Strategic Planning
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Masters, Accounting
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelor of Business Administration, Finance
Plano Senior High school
Ron Charboneau's Wells Fargo Advisors Experience October 2010 - March 2011
Job Sr. Systems Training Specialist, Implementation Services at Kindred Healthcare
Industry Professional Training & Coaching
Experience
Kindred Healthcare February 2012 - Present
Capital One June 2011 - April 2012
TD Bank Group May 2011 - June 2011
Wells Fargo Advisors October 2010 - March 2011
Wells Fargo Advisors, LLC October 2009 - October 2010
TD Bank July 2009 - January 2010
Wachovia Securities, LLC October 2008 - April 2009
Price Metrix October 2007 - February 2008
Colonial Bank, N.A. October 2000 - January 2007
Skills
Change Management, Training, Management, Leadership Development, Team Building, Project Planning, Instructional Design, Organizational..., Integration, Customer Service, Team Leadership, Needs Analysis, Analysis, Outlook, PowerPoint, Retail, Teaching, Mentoring, Operations Management, Strategic Planning, Risk Management, Problem Solving, Team Management, Visio, Microsoft Excel, Administration, Account Management, Banking, Business Management, Customer Relations, Excel, Hospitality, Internet, English, Inventory Management, Knowledge Management, Logistics, Mergers, Organizing, Purchasing, Quickbooks, Quality Management, Real Estate, Troubleshooting, Teamwork, VoIP, Word, Windows, Yahoo, Project Management
Education
Southwest Florida College 1997 — 1998
Court Reporting Certification, Court Reporting/Court Reporter
Henry Ford Community College 1981 — 1985
Associates, Accounting
Kindred Healthcare February 2012 - Present
Capital One June 2011 - April 2012
TD Bank Group May 2011 - June 2011
Wells Fargo Advisors October 2010 - March 2011
Wells Fargo Advisors, LLC October 2009 - October 2010
TD Bank July 2009 - January 2010
Wachovia Securities, LLC October 2008 - April 2009
Price Metrix October 2007 - February 2008
Colonial Bank, N.A. October 2000 - January 2007
Skills
Change Management, Training, Management, Leadership Development, Team Building, Project Planning, Instructional Design, Organizational..., Integration, Customer Service, Team Leadership, Needs Analysis, Analysis, Outlook, PowerPoint, Retail, Teaching, Mentoring, Operations Management, Strategic Planning, Risk Management, Problem Solving, Team Management, Visio, Microsoft Excel, Administration, Account Management, Banking, Business Management, Customer Relations, Excel, Hospitality, Internet, English, Inventory Management, Knowledge Management, Logistics, Mergers, Organizing, Purchasing, Quickbooks, Quality Management, Real Estate, Troubleshooting, Teamwork, VoIP, Word, Windows, Yahoo, Project Management
Education
Southwest Florida College 1997 — 1998
Court Reporting Certification, Court Reporting/Court Reporter
Henry Ford Community College 1981 — 1985
Associates, Accounting
Greg Sneed Greg Sneed's Wells Fargo Advisors Experience March 2014 - May 2014
Job Technical services Team Lead at Scrubs & Beyond, LLC
Industry Information Technology and Services
Experience
Scrubs & Beyond, LLC April 2015 - Present
Scrubs & Beyond, LLC May 2014 - April 2015
Wells Fargo Advisors March 2014 - May 2014
Kforce Technical Staffing October 2013 - December 2013
Wells Fargo Advisor June 2013 - October 2013
Save-A-Lot October 2012 - April 2013
Save-A-Lot 2007 - 2013
Skills
Computer Network..., Computer Repair, Data Analysis, Microsoft Office, Microsoft Excel, microsoft access, Database Design, Risk Management, Safety, Software Documentation, Analysis, Troubleshooting, Visual Basic, Computer Hardware, Windows, Process Improvement
Education
St Charles Community College 2005 — 2008
Computer Repair and Networking
Scrubs & Beyond, LLC April 2015 - Present
Scrubs & Beyond, LLC May 2014 - April 2015
Wells Fargo Advisors March 2014 - May 2014
Kforce Technical Staffing October 2013 - December 2013
Wells Fargo Advisor June 2013 - October 2013
Save-A-Lot October 2012 - April 2013
Save-A-Lot 2007 - 2013
Skills
Computer Network..., Computer Repair, Data Analysis, Microsoft Office, Microsoft Excel, microsoft access, Database Design, Risk Management, Safety, Software Documentation, Analysis, Troubleshooting, Visual Basic, Computer Hardware, Windows, Process Improvement
Education
St Charles Community College 2005 — 2008
Computer Repair and Networking
James M Davis III James M Davis III's Wells Fargo Advisors Experience July 2012 - Present
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2012 - Present
Bank of America Merrill Lynch April 1977 - May 2012
US Airforce 1971 - 1975
Skills
Investment Strategies, IRAs, Retirement Planning, Mutual Funds, Life Insurance
Education
Southern Methodist University 1967 — 1971
BBA, Finance
Richwoods Highschool
Wells Fargo Advisors July 2012 - Present
Bank of America Merrill Lynch April 1977 - May 2012
US Airforce 1971 - 1975
Skills
Investment Strategies, IRAs, Retirement Planning, Mutual Funds, Life Insurance
Education
Southern Methodist University 1967 — 1971
BBA, Finance
Richwoods Highschool
Terry Thompkins, CFP®, CLU®, ADPA®'s Wells Fargo Advisors Experience November 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2009 - Present
Fidelity Investments December 1996 - October 2009
Great Southern Life August 1994 - December 1996
Skills
Retirement Planning, Estate Planning, Investments, Fixed Annuities, 401k, Investment Strategies, Insurance, Financial Services, Finance, Life Insurance, Retirement, Asset Allocation, Securities, IRAs, High Net Worth..., Small Business, Portfolio Construction, Portfolio Analysis, Financial Advisory, Strategic Planning, Wealth Strategies, Wealth Planning, Portfolio Management
Education
College of Financial Planning 2010 — 2011
ADPA(sm), Accredited Domestic Partnership Advisor certification
The American College 2008 — 2009
CLU, Insurance and Annuities
College of Financial Planning 2004 — 2005
CFP®, Financial Planning Certification
Southern Methodist University 1989 — 1993
BFA, Theater
Wells Fargo Advisors November 2009 - Present
Fidelity Investments December 1996 - October 2009
Great Southern Life August 1994 - December 1996
Skills
Retirement Planning, Estate Planning, Investments, Fixed Annuities, 401k, Investment Strategies, Insurance, Financial Services, Finance, Life Insurance, Retirement, Asset Allocation, Securities, IRAs, High Net Worth..., Small Business, Portfolio Construction, Portfolio Analysis, Financial Advisory, Strategic Planning, Wealth Strategies, Wealth Planning, Portfolio Management
Education
College of Financial Planning 2010 — 2011
ADPA(sm), Accredited Domestic Partnership Advisor certification
The American College 2008 — 2009
CLU, Insurance and Annuities
College of Financial Planning 2004 — 2005
CFP®, Financial Planning Certification
Southern Methodist University 1989 — 1993
BFA, Theater
Derek Harwood, CPA's Wells Fargo Advisors Experience June 2011 - October 2012
Job Senior Associate Transaction Services at KPMG US
Industry Accounting
Experience
KPMG US August 2014 - Present
BDO USA, LLP September 2012 - July 2014
Wells Fargo Advisors June 2011 - October 2012
UHY Advisors January 2011 - March 2011
Toys R Us March 2009 - August 2009
Fisk Electric Company May 2007 - August 2007
Fisk Electric Company May 2006 - August 2006
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, US GAAP, Financial Modeling, QuickBooks, GAAP, Financial Statements, CPA, Time Management, Customer Service, Sales, Transaction Advisory...
Education
Southern Methodist University - Cox School of Business 2009 — 2011
BBA, Accounting
KPMG US August 2014 - Present
BDO USA, LLP September 2012 - July 2014
Wells Fargo Advisors June 2011 - October 2012
UHY Advisors January 2011 - March 2011
Toys R Us March 2009 - August 2009
Fisk Electric Company May 2007 - August 2007
Fisk Electric Company May 2006 - August 2006
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Financial Accounting, Auditing, US GAAP, Financial Modeling, QuickBooks, GAAP, Financial Statements, CPA, Time Management, Customer Service, Sales, Transaction Advisory...
Education
Southern Methodist University - Cox School of Business 2009 — 2011
BBA, Accounting
Claire Cooney, CFP ® Claire Cooney, CFP ®'s Wells Fargo Advisors Experience February 2001 - January 2014
Job Financial Planning Associate at Portland Harbor Group of Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James & Associates, Inc. January 2014 - Present
Wells Fargo Advisors February 2001 - January 2014
Skills
Portfolio Management, Finance, Investments, Strategic Financial..., Financial Advisory, Financial Planning,..., Acquired CFP..., Received MBA from New...
Education
Southern New Hampshire University 1995 — 1997
Master of Business Administration (M.B.A.), Economics and Finance
Raymond James & Associates, Inc. January 2014 - Present
Wells Fargo Advisors February 2001 - January 2014
Skills
Portfolio Management, Finance, Investments, Strategic Financial..., Financial Advisory, Financial Planning,..., Acquired CFP..., Received MBA from New...
Education
Southern New Hampshire University 1995 — 1997
Master of Business Administration (M.B.A.), Economics and Finance
Ashleigh Kester Ashleigh Kester's Wells Fargo Advisors Experience November 2013 - March 2014
Job Retirement Specialist
Industry Financial Services
Experience
MassMutual Financial Group June 2015 - Present
Morgan Stanley Wealth Management March 2014 - May 2015
Wells Fargo Advisors November 2013 - March 2014
Stifel Nicolaus August 2009 - November 2013
JPMorgan Chase August 2008 - August 2009
Skills
Series 7, Series 63, Finance, Mutual Funds, Equities, Loans, Sales, Asset Allocation, Business Analysis, Retirement Planning, Wealth Management, Securities, Accounting, Portfolio Management, Retirement, Financial Services, Financial Advisory, Investments, IRAs, 401k, Insurance, Life Insurance, Long Term Care Insurance, Customer Service, Asset Management
Education
DeVry University 2011 — 2016
Bachelor's degree, Finance
Specs Howard School of Media Arts 2005 — 2006
Associates in Media Arts, Television News Broadcasting
MassMutual Financial Group June 2015 - Present
Morgan Stanley Wealth Management March 2014 - May 2015
Wells Fargo Advisors November 2013 - March 2014
Stifel Nicolaus August 2009 - November 2013
JPMorgan Chase August 2008 - August 2009
Skills
Series 7, Series 63, Finance, Mutual Funds, Equities, Loans, Sales, Asset Allocation, Business Analysis, Retirement Planning, Wealth Management, Securities, Accounting, Portfolio Management, Retirement, Financial Services, Financial Advisory, Investments, IRAs, 401k, Insurance, Life Insurance, Long Term Care Insurance, Customer Service, Asset Management
Education
DeVry University 2011 — 2016
Bachelor's degree, Finance
Specs Howard School of Media Arts 2005 — 2006
Associates in Media Arts, Television News Broadcasting
Jack Culotta Jr.'s Wells Fargo Advisors Experience May 2015 - Present
Job Sales / Future Voice of the New Orleans Saints
Industry Broadcast Media
Experience
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors 2015 - 2015
Wells Fargo Advisors 2015 - 2015
Skills
Public Speaking, Event Planning, Event Management, Social Media, Marketing Communications, Financial Services
Education
Spring Hill College 2013 — 2017
History, Banking, Corporate, Finance, and Securities Law, Junior
Wells Fargo Advisors May 2015 - Present
Wells Fargo Advisors 2015 - 2015
Wells Fargo Advisors 2015 - 2015
Skills
Public Speaking, Event Planning, Event Management, Social Media, Marketing Communications, Financial Services
Education
Spring Hill College 2013 — 2017
History, Banking, Corporate, Finance, and Securities Law, Junior
Mike Gage, CFP® Mike Gage, CFP®'s Wells Fargo Advisors Experience November 1997 - Present
Job Financial Advisor I Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 1997 - Present
Skills
Retirement Planning, Investments, Retirement, Insurance, Financial Advisory, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Employee Benefits, Financial Analysis, Investment Strategies, Risk Management, 401k, Annuities, Long Term Care, Bonds, Retirement Income..., Personal Finance, Wealth Accumulation, IRA's, Wealth Preservation, High Net Worth..., Pensions, Public Speaking, Fixed Income, Wealth Preservation..., Asset Protection
Education
Texas State University-San Marcos 1989 — 1991
Bachelor's Degree, Finance
Southern Methodist University 2005 — 2007
Financial Planning, CFP®
J.J. Pearce High School 1983 — 1986
Wells Fargo Advisors November 1997 - Present
Skills
Retirement Planning, Investments, Retirement, Insurance, Financial Advisory, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Employee Benefits, Financial Analysis, Investment Strategies, Risk Management, 401k, Annuities, Long Term Care, Bonds, Retirement Income..., Personal Finance, Wealth Accumulation, IRA's, Wealth Preservation, High Net Worth..., Pensions, Public Speaking, Fixed Income, Wealth Preservation..., Asset Protection
Education
Texas State University-San Marcos 1989 — 1991
Bachelor's Degree, Finance
Southern Methodist University 2005 — 2007
Financial Planning, CFP®
J.J. Pearce High School 1983 — 1986
Andrew George's Wells Fargo Advisors Experience May 2014 - December 2014
Job Health Care Sourcing Specialist RPO Division | DirectHire | Talent Acquisition Recruiter at Supplemental Health Care
Industry Hospital & Health Care
Experience
Supplemental Health Care August 2015 - Present
Eagle Golf April 2015 - August 2015
Wagner, Eubank & Nichols, LLP December 2014 - April 2015
Highland Entertainment November 2012 - January 2015
Southern Methodist University May 2010 - January 2015
Wells Fargo Advisors May 2014 - December 2014
Southern Methodist University August 2010 - December 2014
Powerhouse Entertainment Group August 2013 - October 2014
Prestonwood Country Club January 2007 - March 2010
Skills
Marketing, Microsoft Excel, Microsoft Word, Social Networking, Social Media, Event Planning, Social Media Marketing, Microsoft Office, Facebook, Recruiting, Sourcing, Strategic Sourcing, PowerPoint, Sports, Gym, Friendly Personality, Public Speaking, Customer Service, Leadership, Food, Access, Sports Management, First Aid, Cpr Certified, Healthcare, Nurse Recruitment
Education
Southern Methodist University 2010 — 2014
Bachelor's degree, Accounting
Southern Methodist University - Cox School of Business 2010 — 2014
Supplemental Health Care August 2015 - Present
Eagle Golf April 2015 - August 2015
Wagner, Eubank & Nichols, LLP December 2014 - April 2015
Highland Entertainment November 2012 - January 2015
Southern Methodist University May 2010 - January 2015
Wells Fargo Advisors May 2014 - December 2014
Southern Methodist University August 2010 - December 2014
Powerhouse Entertainment Group August 2013 - October 2014
Prestonwood Country Club January 2007 - March 2010
Skills
Marketing, Microsoft Excel, Microsoft Word, Social Networking, Social Media, Event Planning, Social Media Marketing, Microsoft Office, Facebook, Recruiting, Sourcing, Strategic Sourcing, PowerPoint, Sports, Gym, Friendly Personality, Public Speaking, Customer Service, Leadership, Food, Access, Sports Management, First Aid, Cpr Certified, Healthcare, Nurse Recruitment
Education
Southern Methodist University 2010 — 2014
Bachelor's degree, Accounting
Southern Methodist University - Cox School of Business 2010 — 2014
Kent Turnbull Kent Turnbull's Wells Fargo Advisors Experience March 2014 - Present
Job Vice President, Program Management at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Edward Jones December 2010 - February 2014
Edward Jones January 2008 - December 2010
Edward Jones December 2006 - December 2007
Edward Jones May 2005 - December 2006
ScanTech Solutions November 1998 - July 2004
Skills
IT Management, Project Management, Executive Management, Business Analysis, Financial Services, Leadership, Business Development, Operations Management, Risk Management, Leadership Development, Staff Development, Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel
Education
Southern Illinois University, Edwardsville 1986 — 1990
Bachelor’s Degree, Business Administration, Management and Operations
Wells Fargo Advisors March 2014 - Present
Edward Jones December 2010 - February 2014
Edward Jones January 2008 - December 2010
Edward Jones December 2006 - December 2007
Edward Jones May 2005 - December 2006
ScanTech Solutions November 1998 - July 2004
Skills
IT Management, Project Management, Executive Management, Business Analysis, Financial Services, Leadership, Business Development, Operations Management, Risk Management, Leadership Development, Staff Development, Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel
Education
Southern Illinois University, Edwardsville 1986 — 1990
Bachelor’s Degree, Business Administration, Management and Operations
Judge Collier Judge Collier's Wells Fargo Advisors Experience March 2011 - August 2011
Job Sharepoint Administrator at Novant Health
Industry Information Technology and Services
Experience
Novant Health March 2014 - Present
Inspiration Network 2011 - 2013
Wells Fargo Advisors March 2011 - August 2011
Agility Communications January 2008 - February 2011
Skills
Project Management, Microsoft Office, Management, Customer Service, Team Leadership, Strategic Planning, Technical Writing, Training, Team Building, Microsoft Excel, Business Analysis, Program Management, Process Improvement, Account Management, Performance Management, Budgets, Leadership, Salesforce.com, SharePoint
Education
Southern Polytechnic State University 2000 — 2003
Bachelor's degree, Technical Communication
Novant Health March 2014 - Present
Inspiration Network 2011 - 2013
Wells Fargo Advisors March 2011 - August 2011
Agility Communications January 2008 - February 2011
Skills
Project Management, Microsoft Office, Management, Customer Service, Team Leadership, Strategic Planning, Technical Writing, Training, Team Building, Microsoft Excel, Business Analysis, Program Management, Process Improvement, Account Management, Performance Management, Budgets, Leadership, Salesforce.com, SharePoint
Education
Southern Polytechnic State University 2000 — 2003
Bachelor's degree, Technical Communication
Stevie Burgess, PMP Stevie Burgess, PMP's Wells Fargo Advisors Experience June 2014 - Present
Job
Industry Information Technology and Services
Experience
Wells Fargo Advisors June 2014 - Present
Skills
Excel, Access, Word, Microsoft Office, Outlook, Visual Basic, PowerPoint, Project Planning, Information Systems..., Database Design, Database Development, Information Security..., Microsoft Excel, Microsoft Word, Analysis, Project Management, Process Improvement, Software Documentation, Databases, Customer Service, Risk Management, Management, Business Analysis, Leadership
Education
Southern Illinois University, Edwardsville 2010 — 2013
Master of Science (MS), Computer and Information Sciences and Support Services
Southern Illinois University, Edwardsville 2006 — 2010
Computer Engineering, Computer Science, Mathematics
Wells Fargo Advisors June 2014 - Present
Skills
Excel, Access, Word, Microsoft Office, Outlook, Visual Basic, PowerPoint, Project Planning, Information Systems..., Database Design, Database Development, Information Security..., Microsoft Excel, Microsoft Word, Analysis, Project Management, Process Improvement, Software Documentation, Databases, Customer Service, Risk Management, Management, Business Analysis, Leadership
Education
Southern Illinois University, Edwardsville 2010 — 2013
Master of Science (MS), Computer and Information Sciences and Support Services
Southern Illinois University, Edwardsville 2006 — 2010
Computer Engineering, Computer Science, Mathematics
Precious Turner Precious Turner's Wells Fargo Advisors Experience August 2013 - March 2015
Job Charismatic Business Analyst & Communications Guru
Industry Information Technology and Services
Experience
Sow Social Solutions May 2010 - Present
Wells Fargo Advisors August 2013 - March 2015
Capital One October 2011 - May 2013
Mobile Spa America June 2006 - July 2011
Virginia Department of Health January 2011 - May 2011
Mobile floral service February 2000 - May 2006
Skills
Program Management, Leadership, Access, Visio, SDLC, SEO/SEM, Digital Marketing, Public Speaking, Public Relations, Business Analysis, Graphic Design, Web Analytics, HTML, Social Media Marketing, Management, SharePoint, Social Media, Web Design, Blogging, Business Development, Customer Service, Data Analysis, Business Intelligence, Marketing, Project Planning, SEO, CRM, MS Project, SQL, Analysis, Databases, Dreamweaver
Education
Southern New Hampshire University 2011 — 2014
International MBA, Social Media Marketing
ECPI University
Information Sciences
ECPI University
B.S, Computer and Information Sciences; Web Development
Sow Social Solutions May 2010 - Present
Wells Fargo Advisors August 2013 - March 2015
Capital One October 2011 - May 2013
Mobile Spa America June 2006 - July 2011
Virginia Department of Health January 2011 - May 2011
Mobile floral service February 2000 - May 2006
Skills
Program Management, Leadership, Access, Visio, SDLC, SEO/SEM, Digital Marketing, Public Speaking, Public Relations, Business Analysis, Graphic Design, Web Analytics, HTML, Social Media Marketing, Management, SharePoint, Social Media, Web Design, Blogging, Business Development, Customer Service, Data Analysis, Business Intelligence, Marketing, Project Planning, SEO, CRM, MS Project, SQL, Analysis, Databases, Dreamweaver
Education
Southern New Hampshire University 2011 — 2014
International MBA, Social Media Marketing
ECPI University
Information Sciences
ECPI University
B.S, Computer and Information Sciences; Web Development
Terri Magley Terri Magley's Wells Fargo Advisors Experience 2007 - 2009
Job Financial Services Professional
Industry Investment Management
Experience
Allstate Insurance Agency August 2013 - Present
American Income Life Insurance Company March 2013 - August 2013
State Farm Insurance Agency 2011 - 2013
Indiana Institute of Technology / Indiana Wesleyan University 2010 - 2010
SAFY Foster Care and Adoption Agency 2009 - 2010
Wells Fargo Advisors 2007 - 2009
JPMorgan Chase & Co. 2006 - 2007
BIB Group, Inc. 1998 - 2005
Lincoln Financial Group 1992 - 1998
City Utilities of Fort Wayne 1989 - 1991
Skills
Financial Reporting, Customer Service, Financial Analysis, Strategic Planning, Insurance, Negotiation, Team Building, New Business Development, Real Estate, Coaching, Contract Negotiation, Strategic Financial..., Investments, Marketing, Finance, Training, Public Speaking, Recruiting, Accounting, Risk Management
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Southern Methodist University - Cox School of Business
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
Allstate Insurance Agency August 2013 - Present
American Income Life Insurance Company March 2013 - August 2013
State Farm Insurance Agency 2011 - 2013
Indiana Institute of Technology / Indiana Wesleyan University 2010 - 2010
SAFY Foster Care and Adoption Agency 2009 - 2010
Wells Fargo Advisors 2007 - 2009
JPMorgan Chase & Co. 2006 - 2007
BIB Group, Inc. 1998 - 2005
Lincoln Financial Group 1992 - 1998
City Utilities of Fort Wayne 1989 - 1991
Skills
Financial Reporting, Customer Service, Financial Analysis, Strategic Planning, Insurance, Negotiation, Team Building, New Business Development, Real Estate, Coaching, Contract Negotiation, Strategic Financial..., Investments, Marketing, Finance, Training, Public Speaking, Recruiting, Accounting, Risk Management
Education
Indiana University Bloomington
Bachelor of Arts (B.A.), Biology/Biological Sciences, General
Southern Methodist University - Cox School of Business
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
Craig M. Avery Craig M. Avery's Wells Fargo Advisors Experience August 2015 - Present
Job Leader, Business Process | Consulting Group at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2015 - Present
TMX July 2013 - November 2014
Wells Fargo Advisors Financial Network (FiNet) January 2011 - July 2013
Wells Fargo Advisors Financial Network, LLC January 2008 - December 2010
Wachovia Securities Financial Network (FiNet) July 2005 - December 2007
LionStone Wealth Management LLC June 2003 - July 2005
Merrill Lynch August 2000 - June 2003
KPMG Consulting (BearingPoint) January 1999 - August 2000
Andersen Consulting (Accenture) January 1997 - January 1999
US Army January 1993 - December 1996
Skills
Financial Analysis, Strategy, Recruiting, Management, Financial Services, Sales Management, Investments, Wealth Management, Strategic Partnerships, Management Consulting, Project Management, Leadership, Marketing, New Business Development, Mergers & Acquisitions, Marketing Communications, CRM, Business Planning, Team Management, Business Development, Change Management, Training, Executive Management, Sales, Consulting, Sales Process, Strategic Planning, Risk Management, Portfolio Management, Relationship Management, Finance, Business Strategy, Team Building, Team Motivation, Team Leadership
Education
Southern New Hampshire University 2015 — 2016
Master of Business Administration (MBA), Leadership
University of Massachusetts, Amherst 1989 — 1992
BS, Landscape Architecture and Regional Planning (LARP)
University of Pennsylvania - The Wharton School 2010 — 2012
Securities Industry Institute, Executive Education
Wells Fargo Advisors August 2015 - Present
TMX July 2013 - November 2014
Wells Fargo Advisors Financial Network (FiNet) January 2011 - July 2013
Wells Fargo Advisors Financial Network, LLC January 2008 - December 2010
Wachovia Securities Financial Network (FiNet) July 2005 - December 2007
LionStone Wealth Management LLC June 2003 - July 2005
Merrill Lynch August 2000 - June 2003
KPMG Consulting (BearingPoint) January 1999 - August 2000
Andersen Consulting (Accenture) January 1997 - January 1999
US Army January 1993 - December 1996
Skills
Financial Analysis, Strategy, Recruiting, Management, Financial Services, Sales Management, Investments, Wealth Management, Strategic Partnerships, Management Consulting, Project Management, Leadership, Marketing, New Business Development, Mergers & Acquisitions, Marketing Communications, CRM, Business Planning, Team Management, Business Development, Change Management, Training, Executive Management, Sales, Consulting, Sales Process, Strategic Planning, Risk Management, Portfolio Management, Relationship Management, Finance, Business Strategy, Team Building, Team Motivation, Team Leadership
Education
Southern New Hampshire University 2015 — 2016
Master of Business Administration (MBA), Leadership
University of Massachusetts, Amherst 1989 — 1992
BS, Landscape Architecture and Regional Planning (LARP)
University of Pennsylvania - The Wharton School 2010 — 2012
Securities Industry Institute, Executive Education
Scott Faulkner's Wells Fargo Advisors Experience January 2012 - September 2012
Job Regional Finance Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan November 2014 - Present
Raytheon - Intelligence, Information, and Services January 2014 - October 2014
Raytheon July 2012 - June 2014
Raytheon - Corporate July 2013 - January 2014
Raytheon - Network Centric Systems / Raytheon Missile Systems January 2013 - July 2013
Raytheon - Intelligence and Information Systems July 2012 - January 2013
Wells Fargo Advisors January 2012 - September 2012
Southern Methodist University January 2010 - May 2012
Warner Bros. Entertainment Group of Companies June 2010 - August 2011
Skills
Six Sigma, Financial Analysis, Financial Reporting, Financial Modeling, SAP Implementation, Financial Statement..., Microsoft Office, Microsoft Excel, PowerPoint, Research, Teaching, Forecasting
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
J.P. Morgan November 2014 - Present
Raytheon - Intelligence, Information, and Services January 2014 - October 2014
Raytheon July 2012 - June 2014
Raytheon - Corporate July 2013 - January 2014
Raytheon - Network Centric Systems / Raytheon Missile Systems January 2013 - July 2013
Raytheon - Intelligence and Information Systems July 2012 - January 2013
Wells Fargo Advisors January 2012 - September 2012
Southern Methodist University January 2010 - May 2012
Warner Bros. Entertainment Group of Companies June 2010 - August 2011
Skills
Six Sigma, Financial Analysis, Financial Reporting, Financial Modeling, SAP Implementation, Financial Statement..., Microsoft Office, Microsoft Excel, PowerPoint, Research, Teaching, Forecasting
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Pamela Church Pamela Church's Wells Fargo Advisors Experience June 2014 - Present
Job DMA/UMA Product Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors June 2009 - May 2014
Wells Fargo Advisors April 2003 - June 2009
Skills
Managed Accounts, APL, Cisco, Beta, Trading, ETFs, Managing Accounts, Securities, Portfolio Management, Mutual Funds, Investment Advisory
Education
Southwestern Illinois College
Wells Fargo Advisors June 2014 - Present
Wells Fargo Advisors June 2009 - May 2014
Wells Fargo Advisors April 2003 - June 2009
Skills
Managed Accounts, APL, Cisco, Beta, Trading, ETFs, Managing Accounts, Securities, Portfolio Management, Mutual Funds, Investment Advisory
Education
Southwestern Illinois College
Heather Mashburn Heather Mashburn's Wells Fargo Advisors Experience April 2012 - July 2013
Job Real Estate Salesperson at Douglas Elliman Real Estate
Industry Real Estate
Experience
Douglas Elliman Real Estate December 2013 - Present
Warburg Realty July 2013 - December 2013
Wells Fargo Advisors April 2012 - July 2013
Wells Fargo May 2011 - April 2012
Wells Fargo December 2010 - May 2011
Wells Fargo June 2008 - December 2010
Skills
Series 6, Series 63, Licensed Life Insurance..., Organizational..., Close Attention to..., Microsoft Office, Customer-focused Service, Exceed Sales Goals, Deadline Oriented, Investments, Mortgage Lending, Financial Services, Leadership, Finance, Sales, Relocation, Real Estate Transactions, Real Estate
Education
Southern Polytechnic State University 2005 — 2010
Douglas Elliman Real Estate December 2013 - Present
Warburg Realty July 2013 - December 2013
Wells Fargo Advisors April 2012 - July 2013
Wells Fargo May 2011 - April 2012
Wells Fargo December 2010 - May 2011
Wells Fargo June 2008 - December 2010
Skills
Series 6, Series 63, Licensed Life Insurance..., Organizational..., Close Attention to..., Microsoft Office, Customer-focused Service, Exceed Sales Goals, Deadline Oriented, Investments, Mortgage Lending, Financial Services, Leadership, Finance, Sales, Relocation, Real Estate Transactions, Real Estate
Education
Southern Polytechnic State University 2005 — 2010
Nick Iconos Nick Iconos's Wells Fargo Advisors Experience May 2011 - August 2011
Job Assistant Vice President at Markit Group Limited
Industry
Experience
Markit April 2013 - Present
Wells Fargo Advisors May 2011 - August 2011
HFBE Inc. May 2010 - August 2010
The Great Collection II May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration in Finance
Markit April 2013 - Present
Wells Fargo Advisors May 2011 - August 2011
HFBE Inc. May 2010 - August 2010
The Great Collection II May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration in Finance
Russell Kornman Russell Kornman's Wells Fargo Advisors Experience August 2012 - May 2013
Job Student at Southern Methodist University
Industry Accounting
Experience
EY January 2014 - March 2014
Federal Deposit Insurance Corporation May 2013 - September 2013
Wells Fargo Advisors August 2012 - May 2013
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
EY January 2014 - March 2014
Federal Deposit Insurance Corporation May 2013 - September 2013
Wells Fargo Advisors August 2012 - May 2013
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
M. Chris Johnson M. Chris Johnson's Wells Fargo Advisors Experience November 2012 - Present
Job Technology Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Wells Fargo Advisors May 2011 - November 2012
Wells Fargo Advisors August 2008 - May 2011
A.G. Edwards & Sons, Inc. October 2004 - August 2008
A.G. Edwards & Sons, Inc. September 2002 - October 2004
Skills
Business Analysis, Disaster Recovery, Help Desk Support, Requirements Gathering, SDLC, SharePoint, Software Documentation, Vendor Management, Visio, Business Requirements, Management, Microsoft Office, Requirements Analysis
Education
Southwestern Illinois College
Associate in Applied Science, Computer Information Systems
Wells Fargo Advisors November 2012 - Present
Wells Fargo Advisors May 2011 - November 2012
Wells Fargo Advisors August 2008 - May 2011
A.G. Edwards & Sons, Inc. October 2004 - August 2008
A.G. Edwards & Sons, Inc. September 2002 - October 2004
Skills
Business Analysis, Disaster Recovery, Help Desk Support, Requirements Gathering, SDLC, SharePoint, Software Documentation, Vendor Management, Visio, Business Requirements, Management, Microsoft Office, Requirements Analysis
Education
Southwestern Illinois College
Associate in Applied Science, Computer Information Systems
NeTia Douglas NeTia Douglas's Wells Fargo Advisors Experience July 2013 - Present
Job Staffing Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
The CSI Companies 2013 - 2014
Insurance Auc January 2012 - June 2013
RehabCare Group Inc January 2007 - January 2011
Insurance Auto Auctions January 2005 - January 2007
Southern Illinois Healthcare Foundation January 2004 - January 2005
BG SERVICE SOLUTIONS January 1999 - January 2004
Skills
Employee Relations, Onboarding, Human Resources, Recruiting, Payroll, HRIS, Coaching, Deferred Compensation, Employee Benefits, Interviews, Process Improvement, Management, Hiring, Customer Satisfaction, Customer Service, Benefits Administration, Applicant Tracking..., New Hire Orientations, Talent Acquisition, PeopleSoft, Background Checks, FMLA, Screening, ADP Payroll, Temporary Placement, Performance Management, College Recruiting, Resume Writing, Training
Education
Southern Illinois University, Edwardsville 1993 — 1998
Bachelor of Applied Science (BASc), Speech Communication/Business Administration
Lincoln Sr High School
Wells Fargo Advisors July 2013 - Present
The CSI Companies 2013 - 2014
Insurance Auc January 2012 - June 2013
RehabCare Group Inc January 2007 - January 2011
Insurance Auto Auctions January 2005 - January 2007
Southern Illinois Healthcare Foundation January 2004 - January 2005
BG SERVICE SOLUTIONS January 1999 - January 2004
Skills
Employee Relations, Onboarding, Human Resources, Recruiting, Payroll, HRIS, Coaching, Deferred Compensation, Employee Benefits, Interviews, Process Improvement, Management, Hiring, Customer Satisfaction, Customer Service, Benefits Administration, Applicant Tracking..., New Hire Orientations, Talent Acquisition, PeopleSoft, Background Checks, FMLA, Screening, ADP Payroll, Temporary Placement, Performance Management, College Recruiting, Resume Writing, Training
Education
Southern Illinois University, Edwardsville 1993 — 1998
Bachelor of Applied Science (BASc), Speech Communication/Business Administration
Lincoln Sr High School
Fil Lorinc Fil Lorinc's Wells Fargo Advisors Experience May 2009 - July 2009
Job Independent Trader
Industry Financial Services
Experience
Independent Trader August 2013 - Present
Berkeley Research Group LLC May 2013 - June 2015
Navigant June 2011 - January 2012
Merrill Lynch June 2010 - August 2010
QAD April 2008 - May 2010
Wells Fargo Advisors May 2009 - July 2009
Skills
Trading, Capital Markets, Market Structure, Algorithm Development, Risk Management, Data Analysis, Financial Modeling, Financial Analysis, Market Research, Due Diligence, Valuation, Consulting, Investment Banking, Finance, Economics, Bloomberg, VBA
Education
Southern Methodist University 2008 — 2013
BBA, Finance (Minor in Mathematics), 3.854 magna cum laude
Plano Senior High School 2006 — 2008
High School, GPA: 4.22, Class Rank: 32/1309
Independent Trader August 2013 - Present
Berkeley Research Group LLC May 2013 - June 2015
Navigant June 2011 - January 2012
Merrill Lynch June 2010 - August 2010
QAD April 2008 - May 2010
Wells Fargo Advisors May 2009 - July 2009
Skills
Trading, Capital Markets, Market Structure, Algorithm Development, Risk Management, Data Analysis, Financial Modeling, Financial Analysis, Market Research, Due Diligence, Valuation, Consulting, Investment Banking, Finance, Economics, Bloomberg, VBA
Education
Southern Methodist University 2008 — 2013
BBA, Finance (Minor in Mathematics), 3.854 magna cum laude
Plano Senior High School 2006 — 2008
High School, GPA: 4.22, Class Rank: 32/1309
Brendan Light Brendan Light's Wells Fargo Advisors Experience July 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
UBS Financial Services Inc. March 2011 - July 2015
Merrill Lynch June 2006 - March 2011
Skills
Wealth Management, Equities, Financial Analysis, Investments, Series 7, Asset Management, Financial Services, Finance, Portfolio Management, Strategic Financial..., Business Development, Strategic Planning, Financial Modeling, Mutual Funds
Education
Southern Methodist University - Cox School of Business
BS, Accounting and Financial Consulting
Southern Methodist University - Cox School of Business
Wells Fargo Advisors July 2015 - Present
UBS Financial Services Inc. March 2011 - July 2015
Merrill Lynch June 2006 - March 2011
Skills
Wealth Management, Equities, Financial Analysis, Investments, Series 7, Asset Management, Financial Services, Finance, Portfolio Management, Strategic Financial..., Business Development, Strategic Planning, Financial Modeling, Mutual Funds
Education
Southern Methodist University - Cox School of Business
BS, Accounting and Financial Consulting
Southern Methodist University - Cox School of Business
Charles Schweizer Charles Schweizer's Wells Fargo Advisors Experience August 1967 - Present
Job Senior Vice PresidentInvestment OfficerSchweizerThornhill Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 1967 - Present
Skills
Securities, Fixed Annuities, Financial Services, Insurance, Retirement Planning, Financial Advisory, Mutual Funds, Finance, Retirement, Strategic Financial..., Investments, Wealth Transfer, Wealth Strategies
Education
Texas A&M University 1954 — 1957
Bachelor of Arts (B.A.), Business Administration and Management, General
Southern Methodist University
Business/Managerial Economics
Wells Fargo Advisors August 1967 - Present
Skills
Securities, Fixed Annuities, Financial Services, Insurance, Retirement Planning, Financial Advisory, Mutual Funds, Finance, Retirement, Strategic Financial..., Investments, Wealth Transfer, Wealth Strategies
Education
Texas A&M University 1954 — 1957
Bachelor of Arts (B.A.), Business Administration and Management, General
Southern Methodist University
Business/Managerial Economics
Leslie R. Ridgley Leslie R. Ridgley's Wells Fargo Advisors Experience July 2014 - Present
Job Diversity and Inclusion Leader Human Resources
Industry Financial Services
Experience
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors May 2004 - June 2014
Wells Fargo 2010 - 2012
Wachovia, A Wells Fargo Company May 2004 - June 2008
Legg Mason 2000 - 2004
T. Rowe Price 1996 - 2000
Skills
Leadership, Program Management, Process Improvement, Strategic Planning, Leadership Development, Event Planning, Cross-functional Team..., Business Analysis, CRM, Training, Human Resources, Analysis, Management, Mutual Funds, Marketing Strategy, Event Programming, Diversity Training, Customer Service, Retirement, Business Development, Customer Relations, Microsoft Office, Financial Analysis, Segmentation, Virtual Teams, Written & Oral..., Diversity & Inclusion, Talent Pipelining, Mergers & Acquisitions, Department Budgeting, Vendor Relationships, Matrix Management, Management Consulting, Operational Risk..., Patents, Strategic Consulting, Marketing Communications, Social Media Strategist, Relationship Management, Strategy, Financial Services, Project Management
Education
Southern Illinois University, Edwardsville 2009 — 2014
Villanova University 2008 — 2009
Wells Fargo Advisors July 2014 - Present
Wells Fargo Advisors May 2004 - June 2014
Wells Fargo 2010 - 2012
Wachovia, A Wells Fargo Company May 2004 - June 2008
Legg Mason 2000 - 2004
T. Rowe Price 1996 - 2000
Skills
Leadership, Program Management, Process Improvement, Strategic Planning, Leadership Development, Event Planning, Cross-functional Team..., Business Analysis, CRM, Training, Human Resources, Analysis, Management, Mutual Funds, Marketing Strategy, Event Programming, Diversity Training, Customer Service, Retirement, Business Development, Customer Relations, Microsoft Office, Financial Analysis, Segmentation, Virtual Teams, Written & Oral..., Diversity & Inclusion, Talent Pipelining, Mergers & Acquisitions, Department Budgeting, Vendor Relationships, Matrix Management, Management Consulting, Operational Risk..., Patents, Strategic Consulting, Marketing Communications, Social Media Strategist, Relationship Management, Strategy, Financial Services, Project Management
Education
Southern Illinois University, Edwardsville 2009 — 2014
Villanova University 2008 — 2009
Mark Renko Mark Renko's Wells Fargo Advisors Experience October 2009 - Present
Job Senior Business Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2009 - Present
MasterCard May 2007 - October 2009
Wells Fargo Home Mortgage February 2006 - March 2007
A.G. Edwards January 1990 - February 2006
Skills
SDLC, Requirements Gathering, Visio, Testing, Business Analysis, Project Management, Test Planning, SQL, Banking, Training, Analysis, Visual Basic, Quality Assurance, Data Analysis, SharePoint, Financial Services, Requirements Analysis, Software Development, Integration
Education
Southern Illinois University, Edwardsville
Management Information Systems
Wells Fargo Advisors October 2009 - Present
MasterCard May 2007 - October 2009
Wells Fargo Home Mortgage February 2006 - March 2007
A.G. Edwards January 1990 - February 2006
Skills
SDLC, Requirements Gathering, Visio, Testing, Business Analysis, Project Management, Test Planning, SQL, Banking, Training, Analysis, Visual Basic, Quality Assurance, Data Analysis, SharePoint, Financial Services, Requirements Analysis, Software Development, Integration
Education
Southern Illinois University, Edwardsville
Management Information Systems
Lauren Lee, CPA Lauren Lee, CPA's Wells Fargo Advisors Experience May 2013 - September 2015
Job Portfolio Manager Renewable Energy Investments at U.S. Bank Community Development Corporation
Industry Financial Services
Experience
U.S. Bank Community Development Corporation September 2015 - Present
Wells Fargo Advisors May 2013 - September 2015
Wells Fargo Advisors October 2011 - May 2013
Ameren January 2011 - September 2011
Ameren June 2008 - October 2010
RubinBrown LLP January 2006 - June 2008
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Financial Modeling, Finance, Accounting, Financial Accounting, Account Reconciliation, Auditing, Internal Controls
Education
Southern Illinois University, Edwardsville 2001 — 2006
Bachelor's degree, Accounting and Finance
Southern Illinois University, Edwardsville 2001 — 2006
Bachelor's degree, Business Administration and Management, General
U.S. Bank Community Development Corporation September 2015 - Present
Wells Fargo Advisors May 2013 - September 2015
Wells Fargo Advisors October 2011 - May 2013
Ameren January 2011 - September 2011
Ameren June 2008 - October 2010
RubinBrown LLP January 2006 - June 2008
Skills
Financial Analysis, Strategic Financial..., Financial Reporting, Financial Modeling, Finance, Accounting, Financial Accounting, Account Reconciliation, Auditing, Internal Controls
Education
Southern Illinois University, Edwardsville 2001 — 2006
Bachelor's degree, Accounting and Finance
Southern Illinois University, Edwardsville 2001 — 2006
Bachelor's degree, Business Administration and Management, General
Kristopher Reed Kristopher Reed's Wells Fargo Advisors Experience May 2012 - May 2015
Job Enterprise Fraud Technical Investigator at Scottrade, Inc.
Industry Financial Services
Experience
Scottrade May 2015 - Present
Recess Brewing December 2014 - Present
Wells Fargo Advisors May 2012 - May 2015
Scottrade September 2007 - May 2012
Skills
Financial Services, Compliance, Customer Service, Chat, Social Media..., Call Centers, Marketing Communications, Email Clients, Email Archiving, Web Chat, Social Media Measurement, WordPress, Moxie, LivePerson, Web Design, System Administration, Computer Hardware, Microsoft Office, RSA Security, Web Traffic, Fraud Detection, Fraud Prevention
Education
Southern Illinois University, Edwardsville 2000 — 2005
Bachelor of Arts (B.A.), Graphic Design
Edwardsville High School 1996 — 2000
Scottrade May 2015 - Present
Recess Brewing December 2014 - Present
Wells Fargo Advisors May 2012 - May 2015
Scottrade September 2007 - May 2012
Skills
Financial Services, Compliance, Customer Service, Chat, Social Media..., Call Centers, Marketing Communications, Email Clients, Email Archiving, Web Chat, Social Media Measurement, WordPress, Moxie, LivePerson, Web Design, System Administration, Computer Hardware, Microsoft Office, RSA Security, Web Traffic, Fraud Detection, Fraud Prevention
Education
Southern Illinois University, Edwardsville 2000 — 2005
Bachelor of Arts (B.A.), Graphic Design
Edwardsville High School 1996 — 2000
Kelly Bemis Kelly Bemis's Wells Fargo Advisors Experience April 2010 - April 2012
Job Assurance Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2014 - Present
BDO USA, LLP September 2012 - Present
Wells Fargo Advisors April 2010 - April 2012
Oppenheimer & Co. May 2009 - August 2009
Greymark Construction Company April 2005 - August 2009
Skills
Morningstar, Microsoft Office, Thomson One, Customer Service, QuickBooks, US GAAP, Auditing, Sarbanes-Oxley Act, Internal Controls, Project Management, Account Reconciliation, Payroll, Accounts Payable, Accounts Receivable, Financial Analysis, Investment Strategies, Thompson One, Microsoft Excel, Financial Reporting
Education
Southern Methodist University 2011 — 2012
MS, Accouting
Southern Methodist University 2007 — 2011
BBA, Financial Consulting
BDO USA, LLP August 2014 - Present
BDO USA, LLP September 2012 - Present
Wells Fargo Advisors April 2010 - April 2012
Oppenheimer & Co. May 2009 - August 2009
Greymark Construction Company April 2005 - August 2009
Skills
Morningstar, Microsoft Office, Thomson One, Customer Service, QuickBooks, US GAAP, Auditing, Sarbanes-Oxley Act, Internal Controls, Project Management, Account Reconciliation, Payroll, Accounts Payable, Accounts Receivable, Financial Analysis, Investment Strategies, Thompson One, Microsoft Excel, Financial Reporting
Education
Southern Methodist University 2011 — 2012
MS, Accouting
Southern Methodist University 2007 — 2011
BBA, Financial Consulting
Laurie Jones's Wells Fargo Advisors Experience September 2006 - October 2014
Job Senior Application Software Engineer at Centene Corporation
Industry Information Technology and Services
Experience
Centene Corporation November 2014 - Present
Wells Fargo Advisors September 2006 - October 2014
A.G. Edwards July 2004 - September 2006
A.G. Edwards January 2001 - July 2004
Webster University May 2000 - May 2002
Washington University June 1999 - December 2000
Skills
Web Development, HTML, JavaScript, XML, Perl, Unix, Flash, Advanced CSS, CSS, jQuery, Web Analytics, HTML 5, Web Analytics..., CMS, MySQL, CSS3, HTML5
Education
Webster University 1997 — 1999
B.S., Computer Science
Southern Illinois University, Edwardsville 1990 — 1996
B.S., Psychology
Centene Corporation November 2014 - Present
Wells Fargo Advisors September 2006 - October 2014
A.G. Edwards July 2004 - September 2006
A.G. Edwards January 2001 - July 2004
Webster University May 2000 - May 2002
Washington University June 1999 - December 2000
Skills
Web Development, HTML, JavaScript, XML, Perl, Unix, Flash, Advanced CSS, CSS, jQuery, Web Analytics, HTML 5, Web Analytics..., CMS, MySQL, CSS3, HTML5
Education
Webster University 1997 — 1999
B.S., Computer Science
Southern Illinois University, Edwardsville 1990 — 1996
B.S., Psychology
Nancy Olson's Wells Fargo Advisors Experience May 1998 - Present
Job Assistant Vice President, Project Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors May 1998 - Present
Wells Fargo Advisors, LLC 1998 - 2009
A. G. Edwards 1998 - 2007
A. G. Edwards February 2000 - February 2005
Skills
Analysis, Business Intelligence, PMP, Visio, Requirements Analysis, SharePoint, Business Analysis, PMO, Requirements Gathering, SQL, PL/SQL, Business Requirements, Business Process..., Vendor Management
Education
Southern Illinois University, Edwardsville 1997 — 1998
BS, Management Information Systems
North Dakota State College of Science 1988 — 1990
Associate of Science, Computer Programming
Wells Fargo Advisors May 1998 - Present
Wells Fargo Advisors, LLC 1998 - 2009
A. G. Edwards 1998 - 2007
A. G. Edwards February 2000 - February 2005
Skills
Analysis, Business Intelligence, PMP, Visio, Requirements Analysis, SharePoint, Business Analysis, PMO, Requirements Gathering, SQL, PL/SQL, Business Requirements, Business Process..., Vendor Management
Education
Southern Illinois University, Edwardsville 1997 — 1998
BS, Management Information Systems
North Dakota State College of Science 1988 — 1990
Associate of Science, Computer Programming
Pat Trusty's Wells Fargo Advisors Experience July 2000 - Present
Job Systems Support Analyst III (Windows Server Administrator) at Wells Fargo Advisors
Industry Computer Hardware
Experience
Wells Fargo Advisors July 2000 - Present
Wells Fargo Advisors January 2009 - December 2010
Wachovia Securities (Formerly A. G. Edwards & Sons) January 2008 - January 2009
A.G. Edwards & Sons, Inc. July 2000 - January 2008
A.G. Edwards 2003 - 2007
Skills
Servers, Citrix, Windows Server, Active Directory
Education
Southern Illinois University, Edwardsville 1994 — 1998
BS, Computer Managment Information Systems
Wells Fargo Advisors July 2000 - Present
Wells Fargo Advisors January 2009 - December 2010
Wachovia Securities (Formerly A. G. Edwards & Sons) January 2008 - January 2009
A.G. Edwards & Sons, Inc. July 2000 - January 2008
A.G. Edwards 2003 - 2007
Skills
Servers, Citrix, Windows Server, Active Directory
Education
Southern Illinois University, Edwardsville 1994 — 1998
BS, Computer Managment Information Systems
Charles Heppe's Wells Fargo Advisors Experience July 2009 - Present
Job Program Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors July 2009 - Present
IBM Corporation December 2005 - July 2009
Perficient April 2004 - December 2005
Cap Gemini 1997 - 1999
Education
Washington University in St. Louis 1999 — 2001
MBA, Business
Southwest Baptist University 1993 — 1997
BS, Computer Information Sciences
Affton High School
Wells Fargo Advisors July 2009 - Present
IBM Corporation December 2005 - July 2009
Perficient April 2004 - December 2005
Cap Gemini 1997 - 1999
Education
Washington University in St. Louis 1999 — 2001
MBA, Business
Southwest Baptist University 1993 — 1997
BS, Computer Information Sciences
Affton High School
Dennis Fitzpatrick's Wells Fargo Advisors Experience January 2011 - February 2012
Job IT QA Tester\Test Lead
Industry Information Technology and Services
Experience
Charter Communications November 2014 - Present
Ameren March 2014 - May 2014
MasterCard December 2012 - March 2014
Savvis March 2012 - June 2012
Wells Fargo Advisors January 2011 - February 2012
Intellispend March 2010 - August 2010
Monsanto March 2007 - October 2009
AG Edwards December 2006 - March 2007
Anheuser-Busch April 2005 - December 2006
Bi-state Development - Metro December 2003 - April 2005
Skills
Agile Methodologies, Quality Assurance, Business Analysis, Testing, Software Quality..., Process Improvement, Data Warehousing, User Acceptance Testing, Requirements Analysis, Quality Center, ERP, Waterfall, SDLC, Requirements Gathering, Manual Testing, HP Quality Center
Education
Southwestern Illinois College
AA
Webster University
Charter Communications November 2014 - Present
Ameren March 2014 - May 2014
MasterCard December 2012 - March 2014
Savvis March 2012 - June 2012
Wells Fargo Advisors January 2011 - February 2012
Intellispend March 2010 - August 2010
Monsanto March 2007 - October 2009
AG Edwards December 2006 - March 2007
Anheuser-Busch April 2005 - December 2006
Bi-state Development - Metro December 2003 - April 2005
Skills
Agile Methodologies, Quality Assurance, Business Analysis, Testing, Software Quality..., Process Improvement, Data Warehousing, User Acceptance Testing, Requirements Analysis, Quality Center, ERP, Waterfall, SDLC, Requirements Gathering, Manual Testing, HP Quality Center
Education
Southwestern Illinois College
AA
Webster University
Stacy Paulino's Wells Fargo Advisors Experience July 2015 - Present
Job Licensed Relationship Manager
Industry Banking
Experience
Wells Fargo Advisors July 2015 - Present
Citi November 2013 - April 2015
JPMorgan Chase June 2009 - November 2013
Von Maur October 2006 - November 2009
Von Maur March 2007 - January 2008
Southwestern Assemblies of God University 2001 - 2005
Skills
Sales, Coaching, Banking, Sales Operations, Management, Retail, Outlook, Team Building, Analysis, Sales Management, Loan Origination, Client Development, Home Equity Lines of..., Mortgage Lending, Salesforce.com, Relationship Management, Client Education, Anti Money Laundering, Know Your Customer Due..., Interviews, Policy, Selling
Education
Southwestern Assemblies of God University 2001 — 2005
B.S
Southwestern Assemblies of God University 2001 — 2005
Bachelor of Science (BS)
Wells Fargo Advisors July 2015 - Present
Citi November 2013 - April 2015
JPMorgan Chase June 2009 - November 2013
Von Maur October 2006 - November 2009
Von Maur March 2007 - January 2008
Southwestern Assemblies of God University 2001 - 2005
Skills
Sales, Coaching, Banking, Sales Operations, Management, Retail, Outlook, Team Building, Analysis, Sales Management, Loan Origination, Client Development, Home Equity Lines of..., Mortgage Lending, Salesforce.com, Relationship Management, Client Education, Anti Money Laundering, Know Your Customer Due..., Interviews, Policy, Selling
Education
Southwestern Assemblies of God University 2001 — 2005
B.S
Southwestern Assemblies of God University 2001 — 2005
Bachelor of Science (BS)
Kathy Lile's Wells Fargo Advisors Experience May 1999 - Present
Job Financial Analyst Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 1999 - Present
Education
Southern Illinois University, Edwardsville
Wells Fargo Advisors May 1999 - Present
Education
Southern Illinois University, Edwardsville
Michael D. Cannon's Wells Fargo Advisors Experience December 2004 - August 2007
Job Senior Business Continuity Consultant at Centene Corporation
Industry Hospital & Health Care
Experience
Centene Corporation August 2007 - Present
Wells Fargo Advisors December 2004 - August 2007
Cannon Consulting Group January 2004 - December 2004
Bank of America 1980 - 2004
Skills
Business Continuity, Disaster Recovery, Risk Management, Risk Assessment, Crisis Management, Program Management, Emergency Management, Strategy, IT Audit, Contingency Planning, Management, Training, Incident Management, Project Management, Security, CISA, IT Strategy, Business Analysis, Software Documentation, Consulting, Information Security, IT Management, Business Impact Analysis, Enterprise Risk..., Analysis, Vendor Management, Security Audits, Business Process, PMO, Data Center, Information Security..., Business Process..., Team Building, Visio, Financial Risk, ITIL, Solution Architecture, Operational Risk..., Risk, Six Sigma, Risk Analysis, Auditing, Microsoft Office, Healthcare, Education, Mentoring, Process Improvement, IT Service Management, Compliance
Education
St. Louis University in St. Louis 2009 — 2013
Masters of Science, Bio-Security and Disaster Preparedness
Washington University in St. Louis 2005 — 2009
Masters of Information Management, Project Management
Webster University 1997 — 1998
Master of Arts (M.A.), Security Administration and Management
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
University of Missouri-Saint Louis
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Centene Corporation August 2007 - Present
Wells Fargo Advisors December 2004 - August 2007
Cannon Consulting Group January 2004 - December 2004
Bank of America 1980 - 2004
Skills
Business Continuity, Disaster Recovery, Risk Management, Risk Assessment, Crisis Management, Program Management, Emergency Management, Strategy, IT Audit, Contingency Planning, Management, Training, Incident Management, Project Management, Security, CISA, IT Strategy, Business Analysis, Software Documentation, Consulting, Information Security, IT Management, Business Impact Analysis, Enterprise Risk..., Analysis, Vendor Management, Security Audits, Business Process, PMO, Data Center, Information Security..., Business Process..., Team Building, Visio, Financial Risk, ITIL, Solution Architecture, Operational Risk..., Risk, Six Sigma, Risk Analysis, Auditing, Microsoft Office, Healthcare, Education, Mentoring, Process Improvement, IT Service Management, Compliance
Education
St. Louis University in St. Louis 2009 — 2013
Masters of Science, Bio-Security and Disaster Preparedness
Washington University in St. Louis 2005 — 2009
Masters of Information Management, Project Management
Webster University 1997 — 1998
Master of Arts (M.A.), Security Administration and Management
Southern Illinois University, Edwardsville
Master of Business Administration (MBA)
University of Missouri-Saint Louis
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Nancy Robke's Wells Fargo Advisors Experience June 2010 - December 2011
Job Data Architect at USDA Rural Development
Industry Consumer Goods
Experience
USDA January 2012 - Present
Wells Fargo Advisors June 2010 - December 2011
Anheuser-Busch InBev January 2010 - June 2010
Anheuser-Busch February 2008 - December 2009
Education
Southern Illinois University, Edwardsville 1995 — 1997
BS, Management Information Systems
USDA January 2012 - Present
Wells Fargo Advisors June 2010 - December 2011
Anheuser-Busch InBev January 2010 - June 2010
Anheuser-Busch February 2008 - December 2009
Education
Southern Illinois University, Edwardsville 1995 — 1997
BS, Management Information Systems
Dave Bohnenstiehl's Wells Fargo Advisors Experience June 2014 - Present
Job Systems/Solutions Architect at WellsFargo Advisors Consultant
Industry Information Technology and Services
Experience
Wells-Fargo Advisors June 2014 - Present
USDA June 2013 - July 2014
Federal Reserve Bank of St. Louis January 2013 - June 2013
Bayard International November 2008 - January 2013
Enterprise Systems Group January 2002 - January 2010
Ranken Technical College 1996 - 2010
SAVVIS Communications 2008 - 2008
Wyeth-BioPharma 2004 - 2005
Smurfit Stone Corporation October 1998 - 2005
Beyond Inc 1996 - 1998
Skills
Residential Homes, Construction Management, Property Management, Vendor Management, IT Strategy, ITIL, IT Management, Project Management, Process Improvement, Business Analysis, Program Management, Integration, Business Intelligence, Disaster Recovery, Information Technology, Leadership, PMP, SDLC, Unix, IT Operations, Enterprise Architecture, Visio, Project Portfolio...
Education
University of Phoenix 2000 — 2002
Bachelor of Applied Science (BASc)
Southwestern Illinois College
AS
University of Phoenix
BS Business Administration
Wells-Fargo Advisors June 2014 - Present
USDA June 2013 - July 2014
Federal Reserve Bank of St. Louis January 2013 - June 2013
Bayard International November 2008 - January 2013
Enterprise Systems Group January 2002 - January 2010
Ranken Technical College 1996 - 2010
SAVVIS Communications 2008 - 2008
Wyeth-BioPharma 2004 - 2005
Smurfit Stone Corporation October 1998 - 2005
Beyond Inc 1996 - 1998
Skills
Residential Homes, Construction Management, Property Management, Vendor Management, IT Strategy, ITIL, IT Management, Project Management, Process Improvement, Business Analysis, Program Management, Integration, Business Intelligence, Disaster Recovery, Information Technology, Leadership, PMP, SDLC, Unix, IT Operations, Enterprise Architecture, Visio, Project Portfolio...
Education
University of Phoenix 2000 — 2002
Bachelor of Applied Science (BASc)
Southwestern Illinois College
AS
University of Phoenix
BS Business Administration
Brian Askew's Wells Fargo Advisors Experience January 2015 - Present
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors March 2011 - December 2014
Etrade Financial August 2008 - March 2011
UPS March 2008 - August 2008
InterContinental Hotels Group September 2006 - February 2008
InterContinental Hotels Group February 2005 - August 2006
Skills
Microsoft Office, Spreadsheet Programming, Microsoft Excel, Microsoft Access, SQL, Securities, Mutual Funds, Microsoft Word, Customer Service, PowerPoint, Spreadsheets, Series 7, Financial Services, Finance
Education
University of Phoenix 2005 — 2006
Masters, M.B.A
Southern Utah University 1999 — 2004
Bachelors, Economics
Southern Utah University 1999 — 2004
Bachelors, Political Science
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors March 2011 - December 2014
Etrade Financial August 2008 - March 2011
UPS March 2008 - August 2008
InterContinental Hotels Group September 2006 - February 2008
InterContinental Hotels Group February 2005 - August 2006
Skills
Microsoft Office, Spreadsheet Programming, Microsoft Excel, Microsoft Access, SQL, Securities, Mutual Funds, Microsoft Word, Customer Service, PowerPoint, Spreadsheets, Series 7, Financial Services, Finance
Education
University of Phoenix 2005 — 2006
Masters, M.B.A
Southern Utah University 1999 — 2004
Bachelors, Economics
Southern Utah University 1999 — 2004
Bachelors, Political Science
Stephanie Badgett's Wells Fargo Advisors Experience August 2012 - Present
Job Relationship Manager at Wells Fargo Advisors
Industry Accounting
Experience
Wells Fargo Advisors August 2012 - Present
Wells Fargo Advisors January 2011 - August 2012
Wachovia Securities July 2008 - December 2010
Education
Southern Illinois University, Edwardsville 2004 — 2007
William Woods University 2002 — 2004
Wells Fargo Advisors August 2012 - Present
Wells Fargo Advisors January 2011 - August 2012
Wachovia Securities July 2008 - December 2010
Education
Southern Illinois University, Edwardsville 2004 — 2007
William Woods University 2002 — 2004
Gina Hefflinger's Wells Fargo Advisors Experience October 2010 - Present
Job VP Sr. Project Manager at Wells Fargo Advisors, LLC/ Owner Sew Inspired
Industry Financial Services
Experience
Wells Fargo Advisors October 2010 - Present
Sew Inspired January 2004 - Present
Wells Fargo Advisors (Wachovia Securities) September 2009 - October 2010
Wells Fargo Advisors (A.G. Edwards & Sons) May 2007 - September 2009
A.G. Edwards & Sons, Inc. May 2004 - May 2007
A.G. Edwards & Sons, Inc. September 1998 - May 2004
A.G. Edwards & Sons, Inc. May 1996 - September 1998
A.G. Edwards & Sons, Inc. September 1986 - May 1996
Skills
Hold Series 7, Entrepreneurship, Strong Business Acumen, Hold series 66, Creative Services
Education
Southwestern Illinois College 1986 — 2005
Business/Technology/Corporate Communications, 3.75
Valmeyer High School, Valmeyer, IL
Wells Fargo Advisors October 2010 - Present
Sew Inspired January 2004 - Present
Wells Fargo Advisors (Wachovia Securities) September 2009 - October 2010
Wells Fargo Advisors (A.G. Edwards & Sons) May 2007 - September 2009
A.G. Edwards & Sons, Inc. May 2004 - May 2007
A.G. Edwards & Sons, Inc. September 1998 - May 2004
A.G. Edwards & Sons, Inc. May 1996 - September 1998
A.G. Edwards & Sons, Inc. September 1986 - May 1996
Skills
Hold Series 7, Entrepreneurship, Strong Business Acumen, Hold series 66, Creative Services
Education
Southwestern Illinois College 1986 — 2005
Business/Technology/Corporate Communications, 3.75
Valmeyer High School, Valmeyer, IL
Satyanarayana Dharmasanam's Wells Fargo Advisors Experience October 2008 - Present
Job Project Lead at Wachovia
Industry Information Technology and Services
Experience
Wells Fargo Advisors October 2008 - Present
Anheuser_Busch Inc April 2006 - November 2008
Maritz Inc March 2005 - March 2006
Xyant Technology 2000 - 2005
Reynolds & Reynolds 2000 - 2003
cyberspace infosys 1998 - 2000
Skills
Software Project..., MS Project, SDLC, Project Management, Agile Methodologies
Education
Sri Venkateswara University 1992 — 1996
Bachelor of Technology, Civil Engineering
Wells Fargo Advisors October 2008 - Present
Anheuser_Busch Inc April 2006 - November 2008
Maritz Inc March 2005 - March 2006
Xyant Technology 2000 - 2005
Reynolds & Reynolds 2000 - 2003
cyberspace infosys 1998 - 2000
Skills
Software Project..., MS Project, SDLC, Project Management, Agile Methodologies
Education
Sri Venkateswara University 1992 — 1996
Bachelor of Technology, Civil Engineering
Kevin Petracek's Wells Fargo Advisors Experience 2001 - 2009
Job Estate Planning Attorney at Parman & Easterday
Industry Law Practice
Experience
Parman & Easterday January 2010 - Present
Wells Fargo Advisors 2001 - 2009
Skills
CPA, CFP, Succession Planning, Estate Planning, Wealth Transfer, Tax, Finance, Securities, Wealth Management, Estate Tax Planning, Wealth, Accounting, Trusts, High Net Worth..., Certified Financial..., Strategic Financial..., Small Business, Financial Advisory, Investments, Retirement Planning, Income Tax, Mutual Funds, Wills, Estate Administration, Life Insurance, Asset Protection
Education
Southern Methodist University 1983 — 1984
a degree; a Master of Laws, Taxation
University of Kansas 1980 — 1983
Juris Doctor, Law
University of Notre Dame 1974 — 1978
BBA, Accounting
Parman & Easterday January 2010 - Present
Wells Fargo Advisors 2001 - 2009
Skills
CPA, CFP, Succession Planning, Estate Planning, Wealth Transfer, Tax, Finance, Securities, Wealth Management, Estate Tax Planning, Wealth, Accounting, Trusts, High Net Worth..., Certified Financial..., Strategic Financial..., Small Business, Financial Advisory, Investments, Retirement Planning, Income Tax, Mutual Funds, Wills, Estate Administration, Life Insurance, Asset Protection
Education
Southern Methodist University 1983 — 1984
a degree; a Master of Laws, Taxation
University of Kansas 1980 — 1983
Juris Doctor, Law
University of Notre Dame 1974 — 1978
BBA, Accounting
Larry Pinkston's Wells Fargo Advisors Experience March 2014 - Present
Job Project Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors November 2013 - March 2014
Bausch + Lomb 2007 - 2012
Bausch + Lomb 2004 - 2007
Bausch + Lomb 2000 - 2004
Bausch + Lomb 1999 - 2000
Bausch + Lomb 1994 - 1999
Bausch + Lomb 1992 - 1993
Bausch + Lomb 1991 - 1992
Bausch + Lomb 1990 - 1991
Skills
Medical Devices, FDA, CAPA, ISO 13485, Capital Equipment, Ophthalmology, Validation, Lean Manufacturing, GMP, Six Sigma, Cross-functional Team..., Product Launch, Cross Functional Team..., Management, Quality Assurance, Quality Management, Product Development, Continuous Improvement, Process Engineering, Leadership, Site Management, Lean Thinking, Change Management, Software Project..., Culture Change, PeopleSoft, People Skills, Baan ERP, Field Service, Service Operations, Customer Service, International Business, Distributors, Affiliate Networks, Process Improvement, Surgeons, Operating Room, Market Development, Surgery, Hardware Diagnostics, Training, Project Management, Surgical Instruments, Team Building, CRM, Managed Care, Global Marketing, Sales Force Development, Sales Effectiveness, Commercialization
Education
Southwestern Illinois College
Associate of Arts and Sciences (A.A.S.), Avionics
Southwestern Illinois College
Associate of Arts (A.A.), Psychology
Wells Fargo Advisors March 2014 - Present
Wells Fargo Advisors November 2013 - March 2014
Bausch + Lomb 2007 - 2012
Bausch + Lomb 2004 - 2007
Bausch + Lomb 2000 - 2004
Bausch + Lomb 1999 - 2000
Bausch + Lomb 1994 - 1999
Bausch + Lomb 1992 - 1993
Bausch + Lomb 1991 - 1992
Bausch + Lomb 1990 - 1991
Skills
Medical Devices, FDA, CAPA, ISO 13485, Capital Equipment, Ophthalmology, Validation, Lean Manufacturing, GMP, Six Sigma, Cross-functional Team..., Product Launch, Cross Functional Team..., Management, Quality Assurance, Quality Management, Product Development, Continuous Improvement, Process Engineering, Leadership, Site Management, Lean Thinking, Change Management, Software Project..., Culture Change, PeopleSoft, People Skills, Baan ERP, Field Service, Service Operations, Customer Service, International Business, Distributors, Affiliate Networks, Process Improvement, Surgeons, Operating Room, Market Development, Surgery, Hardware Diagnostics, Training, Project Management, Surgical Instruments, Team Building, CRM, Managed Care, Global Marketing, Sales Force Development, Sales Effectiveness, Commercialization
Education
Southwestern Illinois College
Associate of Arts and Sciences (A.A.S.), Avionics
Southwestern Illinois College
Associate of Arts (A.A.), Psychology
Mike Ollis's Wells Fargo Advisors Experience January 2009 - Present
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
Wachovia Securities October 2007 - December 2008
A.G. Edwards and Sons, Inc October 1986 - October 2007
Skills
Investment planning, 401(k) rollovers, Asset Allocation, Retirement Planning, Investment Strategies
Education
Spring Hill College 1974 — 1977
Bachelor's degree, Accounting
Spring Hill College 1974 — 1977
Wells Fargo Advisors January 2009 - Present
Wachovia Securities October 2007 - December 2008
A.G. Edwards and Sons, Inc October 1986 - October 2007
Skills
Investment planning, 401(k) rollovers, Asset Allocation, Retirement Planning, Investment Strategies
Education
Spring Hill College 1974 — 1977
Bachelor's degree, Accounting
Spring Hill College 1974 — 1977
Paula Kohl's Wells Fargo Advisors Experience March 2008 - August 2009
Job Taxable Fixed Income Trader at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2009 - Present
Wells Fargo Advisors March 2008 - August 2009
A G Edwards and Sons June 2004 - March 2008
A.G. Edwards 1997 - 2008
A G Edwards 1986 - 1997
A G Edwards 1984 - 1986
A G Edwards 1981 - 1984
Lunneman and Co 1979 - 1981
Skills
Bonds, Series 7, Fixed Income, Series 63, Asset Allocation, Trading, Securities, Mutual Funds, MBS, Investments, Electronic Trading, Due Diligence
Education
Southern Illinois University, Edwardsville 1976 — 1979
BS, Accountng
Wells Fargo Advisors, LLC August 2009 - Present
Wells Fargo Advisors March 2008 - August 2009
A G Edwards and Sons June 2004 - March 2008
A.G. Edwards 1997 - 2008
A G Edwards 1986 - 1997
A G Edwards 1984 - 1986
A G Edwards 1981 - 1984
Lunneman and Co 1979 - 1981
Skills
Bonds, Series 7, Fixed Income, Series 63, Asset Allocation, Trading, Securities, Mutual Funds, MBS, Investments, Electronic Trading, Due Diligence
Education
Southern Illinois University, Edwardsville 1976 — 1979
BS, Accountng
Janet M. Taliaferro's Wells Fargo Advisors Experience 1985 - 2011
Job Trustee at Janet M. Taliaferro Trust
Industry Oil & Energy
Experience
Janet M. Taliaferro Trust memberWisconsin Fellowship of Poets2000 - 2011
Wells Fargo Advisors 1985 - 2011
Skills
Public Speaking, Published Author
Education
University of Central Oklahoma 1985 — 1988
Master’s Degree, Creative Writing
Southern Methodist University 1951 — 1955
Bachelor’s Degree, Comparative Literature
Janet M. Taliaferro Trust memberWisconsin Fellowship of Poets2000 - 2011
Wells Fargo Advisors 1985 - 2011
Skills
Public Speaking, Published Author
Education
University of Central Oklahoma 1985 — 1988
Master’s Degree, Creative Writing
Southern Methodist University 1951 — 1955
Bachelor’s Degree, Comparative Literature
Haynes Huffard's Wells Fargo Advisors Experience May 1997 - Present
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 1997 - Present
General Wholesale Company June 1995 - May 1997
Education
The Lovett School 1982 — 2001
Southern Methodist University 1991 — 1995
Bachelor of Science (BS), Economics and Finance
Wells Fargo Advisors May 1997 - Present
General Wholesale Company June 1995 - May 1997
Education
The Lovett School 1982 — 2001
Southern Methodist University 1991 — 1995
Bachelor of Science (BS), Economics and Finance
Sean Kaufman, CISA, CRISC's Wells Fargo Advisors Experience August 2013 - Present
Job AVP, Operational Risk Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2013 - Present
Express Scripts October 2006 - July 2013
BKD CPAs & Advisors June 2004 - September 2006
Mutual of Omaha October 2001 - May 2004
Bank of America June 1997 - September 2001
Edward Jones November 1995 - May 1997
Skills
IT Audit, Internal Audit, Internal Controls, Information Security, Sarbanes-Oxley Act, SAS70, SSAE 16, Governance, Risk Assessment, Compliance, Enterprise Risk..., Disaster Recovery, Team Leadership, CISA, CRISC, Auditing, Access Lists, IT Strategy, Information Security..., COBIT, ISO 27001, Assurance, Information Technology, PCI DSS, Business Continuity, COSO, Risk Management, Operational Risk..., External Audit, Financial Risk, Business Process...
Education
Southern Illinois University, Edwardsville
Texas A&M University
O'Fallon Township HS
Wells Fargo Advisors August 2013 - Present
Express Scripts October 2006 - July 2013
BKD CPAs & Advisors June 2004 - September 2006
Mutual of Omaha October 2001 - May 2004
Bank of America June 1997 - September 2001
Edward Jones November 1995 - May 1997
Skills
IT Audit, Internal Audit, Internal Controls, Information Security, Sarbanes-Oxley Act, SAS70, SSAE 16, Governance, Risk Assessment, Compliance, Enterprise Risk..., Disaster Recovery, Team Leadership, CISA, CRISC, Auditing, Access Lists, IT Strategy, Information Security..., COBIT, ISO 27001, Assurance, Information Technology, PCI DSS, Business Continuity, COSO, Risk Management, Operational Risk..., External Audit, Financial Risk, Business Process...
Education
Southern Illinois University, Edwardsville
Texas A&M University
O'Fallon Township HS
Kathy Murphy's Wells Fargo Advisors Experience May 2008 - Present
Job Compliance Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2008 - Present
Global Financial Services March 1998 - May 2008
Boatmen's Trust Company/Nations Bank May 1970 - March 1998
Skills
Securities, Financial Services, Mutual Funds, Fixed Income, Back Office, Settlement, Risk Management, Middle Office, Equities, Internal Audit
Education
Southwestern Illinois College
St. Teresa Academy
Wells Fargo Advisors May 2008 - Present
Global Financial Services March 1998 - May 2008
Boatmen's Trust Company/Nations Bank May 1970 - March 1998
Skills
Securities, Financial Services, Mutual Funds, Fixed Income, Back Office, Settlement, Risk Management, Middle Office, Equities, Internal Audit
Education
Southwestern Illinois College
St. Teresa Academy
KENNY CUSHING's Wells Fargo Advisors Experience June 2007 - August 2007
Job Summer Associate at Pepper Hamilton LLP
Industry Law Practice
Experience
Pepper Hamilton LLP May 2014 - Present
Katten Muchin Rosenman LLP July 2013 - August 2013
United States District Court for the Eastern District of Pennsylvania May 2013 - July 2013
Presentation College June 2010 - June 2012
Southwest Minnesota State University July 2008 - May 2010
Nativity Preparatory School August 2007 - June 2008
Wells Fargo Advisors June 2007 - August 2007
NetIDEAS, Inc. May 2005 - August 2005
Skills
Teaching, Fundraising, Event Planning, Football, Non-profits, Sports Management, Sports, Higher Education, Community Outreach, Event Management, Student Affairs, Athletics, Legal Writing, Coaching, Criminal Law, Litigation, Leadership Development, Nonprofits, Editing, Grant Writing, Courts, Program Development, PowerPoint, Trials, Leadership, Legal Research
Education
Wake Forest University School of Law 2012 — 2015
Juris Doctor (J.D.)
University of Notre Dame 2003 — 2007
BA, Psychology
Southwest Minnesota State University 2008 — 2010
MS, Education - Sports Leadership
Pepper Hamilton LLP May 2014 - Present
Katten Muchin Rosenman LLP July 2013 - August 2013
United States District Court for the Eastern District of Pennsylvania May 2013 - July 2013
Presentation College June 2010 - June 2012
Southwest Minnesota State University July 2008 - May 2010
Nativity Preparatory School August 2007 - June 2008
Wells Fargo Advisors June 2007 - August 2007
NetIDEAS, Inc. May 2005 - August 2005
Skills
Teaching, Fundraising, Event Planning, Football, Non-profits, Sports Management, Sports, Higher Education, Community Outreach, Event Management, Student Affairs, Athletics, Legal Writing, Coaching, Criminal Law, Litigation, Leadership Development, Nonprofits, Editing, Grant Writing, Courts, Program Development, PowerPoint, Trials, Leadership, Legal Research
Education
Wake Forest University School of Law 2012 — 2015
Juris Doctor (J.D.)
University of Notre Dame 2003 — 2007
BA, Psychology
Southwest Minnesota State University 2008 — 2010
MS, Education - Sports Leadership
Eric Frederickson's Wells Fargo Advisors Experience June 2012 - August 2012
Job Account Manager at Albin Engineering Services, Inc.
Industry Staffing and Recruiting
Experience
Albin Engineering Services, Inc. February 2015 - Present
Oracle June 2014 - December 2014
Oracle March 2013 - June 2014
Wells Fargo Advisors June 2012 - August 2012
Colfax High School August 2009 - November 2011
Wells Fargo Advisors June 2011 - August 2011
Wells Fargo Advisors August 2008 - August 2009
Right Stuff Health Clubs/ Fitness 19 January 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Project Planning, Sales, Management, Enterprise Software, Customer Service
Education
Washington State University 2009 — 2012
Bachelor of Arts (B.A.), Social Sciences in Economics and Sport Management
Southern Methodist University 2004 — 2006
Economics
Albin Engineering Services, Inc. February 2015 - Present
Oracle June 2014 - December 2014
Oracle March 2013 - June 2014
Wells Fargo Advisors June 2012 - August 2012
Colfax High School August 2009 - November 2011
Wells Fargo Advisors June 2011 - August 2011
Wells Fargo Advisors August 2008 - August 2009
Right Stuff Health Clubs/ Fitness 19 January 2007 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Project Planning, Sales, Management, Enterprise Software, Customer Service
Education
Washington State University 2009 — 2012
Bachelor of Arts (B.A.), Social Sciences in Economics and Sport Management
Southern Methodist University 2004 — 2006
Economics
Daniel Torreblanca's Wells Fargo Advisors Experience April 2012 - Present
Job Regional Bank Private Banker at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank April 2013 - Present
Wells Fargo Advisors April 2012 - Present
Wells Fargo April 2012 - April 2013
Wells Fargo July 2010 - April 2012
Wells Fargo January 2010 - June 2010
Skills
Banking, Manage Client..., Series 7, Series 66, Retail Banking, Consumer Lending, Asset Based Lending, Small Business Lending, Brokerage, Retirement Planning, Insurance, Loans, Lines Of Credit, Credit, Private Banking, Financial Services, IRAs, Home Equity Lines of..., Home Equity Loans, SBA, Asset Allocation, Wealth Management, Cross Selling, Commercial Lending
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics
Southwestern Community College District 2005 — 2007
Wells Fargo Bank April 2013 - Present
Wells Fargo Advisors April 2012 - Present
Wells Fargo April 2012 - April 2013
Wells Fargo July 2010 - April 2012
Wells Fargo January 2010 - June 2010
Skills
Banking, Manage Client..., Series 7, Series 66, Retail Banking, Consumer Lending, Asset Based Lending, Small Business Lending, Brokerage, Retirement Planning, Insurance, Loans, Lines Of Credit, Credit, Private Banking, Financial Services, IRAs, Home Equity Lines of..., Home Equity Loans, SBA, Asset Allocation, Wealth Management, Cross Selling, Commercial Lending
Education
University of California, San Diego 2008 — 2012
Bachelor of Arts (B.A.), Economics
Southwestern Community College District 2005 — 2007
kari rivadeneira's Wells Fargo Advisors Experience February 2010 - December 2010
Job stay at home mom at Home
Industry Nonprofit Organization Management
Experience
Home September 2010 - Present
Wells Fargo Advisors February 2010 - December 2010
Wells Fargo Financial June 2006 - July 2010
Fitness World January 2006 - September 2006
William Penn University August 2005 - May 2006
Southwest State University March 2004 - August 2004
Skills
Fitness, Wellness, Customer Service, Health
Education
William Penn University 2004 — 2006
Strenth and Conditioning, Exercise Science
William Penn University 2004 — 2006
Bachelor of Arts, Double
Southwest Minnesota State University 2003 — 2004
Bachelor of Arts, Exercise Science (transfer)
University of Nebraska at Kearney 2001 — 2003
Bachelors of Arts, Communications(transfer)
Home September 2010 - Present
Wells Fargo Advisors February 2010 - December 2010
Wells Fargo Financial June 2006 - July 2010
Fitness World January 2006 - September 2006
William Penn University August 2005 - May 2006
Southwest State University March 2004 - August 2004
Skills
Fitness, Wellness, Customer Service, Health
Education
William Penn University 2004 — 2006
Strenth and Conditioning, Exercise Science
William Penn University 2004 — 2006
Bachelor of Arts, Double
Southwest Minnesota State University 2003 — 2004
Bachelor of Arts, Exercise Science (transfer)
University of Nebraska at Kearney 2001 — 2003
Bachelors of Arts, Communications(transfer)
Vijaya Maddi's Wells Fargo Advisors Experience February 2014 - Present
Job Senior Business Analyst at Enterprise Holdings Inc.
Industry Information Technology and Services
Experience
Wells Fargo Advisors February 2014 - Present
Thomson Reuters August 2006 - December 2013
Thomson Reuters August 2000 - July 2006
Thomson Reuters August 1995 - July 2000
Skills
XML, Web Services, SDLC, Agile Methodologies, Unix, SQL, C#, Requirements Analysis, C++, Software Development, Software Engineering, Business Analysis, Data Analysis, Financial Analysis
Education
Southern Illinois University, Edwardsville 1993 — 1995
Master's degree, Electrical and Computer Science Engineering
Wells Fargo Advisors February 2014 - Present
Thomson Reuters August 2006 - December 2013
Thomson Reuters August 2000 - July 2006
Thomson Reuters August 1995 - July 2000
Skills
XML, Web Services, SDLC, Agile Methodologies, Unix, SQL, C#, Requirements Analysis, C++, Software Development, Software Engineering, Business Analysis, Data Analysis, Financial Analysis
Education
Southern Illinois University, Edwardsville 1993 — 1995
Master's degree, Electrical and Computer Science Engineering
Beth Houthuijzen's Wells Fargo Advisors Experience January 2015 - Present
Job Technical Project Coordinator 4, Wells Fargo Advisors St. Louis Missouri
Industry Banking
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors April 2014 - Present
UPC Broadband March 2004 - Present
UPC Broadband 2004 - Present
Skills
CSPO, Scrum, Program Management, Integration, ITIL, Agile Project Management, Agile Methodologies, PRINCE2, IT Service Management, IT Management
Education
Southwestern Illinois College 1980 — 1982
Associate's degree, BUSINESS ADMINISTRATION
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors April 2014 - Present
UPC Broadband March 2004 - Present
UPC Broadband 2004 - Present
Skills
CSPO, Scrum, Program Management, Integration, ITIL, Agile Project Management, Agile Methodologies, PRINCE2, IT Service Management, IT Management
Education
Southwestern Illinois College 1980 — 1982
Associate's degree, BUSINESS ADMINISTRATION
Tharisica Parameswaran's Wells Fargo Advisors Experience June 2011 - May 2012
Job Seeking new opportunities
Industry Information Technology and Services
Experience
Allegis Global Solutions October 2013 - Present
R&S Technology April 2012 - Present
Wells Fargo Advisors June 2011 - May 2012
Wells Fargo Bank August 2008 - February 2010
Wells Fargo Bank May 2009 - October 2009
Wells Fargo Bank May 2007 - August 2007
Skills
Microsoft Excel, Applicant Tracking..., Management, Access, Fraud, PowerPoint, Cisco Networking, Project Management, Team Leadership, Databases, Employee Relations, Networking, Human Resources, Banking, Event Management, Interviews, Technical Recruiting, Onboarding, Talent Acquisition, Internet Recruiting
Education
NYU 2012 — 2013
Cisco Certification, Cisco Certified Network Associate- CCNA
NYU 2012 — 2012
Project Management
St. Cloud State University
Psychology/Biology
Allegis Global Solutions October 2013 - Present
R&S Technology April 2012 - Present
Wells Fargo Advisors June 2011 - May 2012
Wells Fargo Bank August 2008 - February 2010
Wells Fargo Bank May 2009 - October 2009
Wells Fargo Bank May 2007 - August 2007
Skills
Microsoft Excel, Applicant Tracking..., Management, Access, Fraud, PowerPoint, Cisco Networking, Project Management, Team Leadership, Databases, Employee Relations, Networking, Human Resources, Banking, Event Management, Interviews, Technical Recruiting, Onboarding, Talent Acquisition, Internet Recruiting
Education
NYU 2012 — 2013
Cisco Certification, Cisco Certified Network Associate- CCNA
NYU 2012 — 2012
Project Management
St. Cloud State University
Psychology/Biology
Lee Flowers's Wells Fargo Advisors Experience May 2006 - March 2009
Job Lead Specialist LPL Retirement Partners Worksite Solutions
Industry Financial Services
Experience
LPL Financial 2010 - Present
Wells Fargo Advisors May 2006 - March 2009
Skills
Credit, Access, Financial Services, Process Improvement, Business Analysis, Risk Management, Analysis, Financial Analysis, Finance, Investments, SDLC, Banking
Education
Southern Wesleyan University
BS, Business Administration
University of North Carolina at Charlotte
BA, History
LPL Financial 2010 - Present
Wells Fargo Advisors May 2006 - March 2009
Skills
Credit, Access, Financial Services, Process Improvement, Business Analysis, Risk Management, Analysis, Financial Analysis, Finance, Investments, SDLC, Banking
Education
Southern Wesleyan University
BS, Business Administration
University of North Carolina at Charlotte
BA, History
Nicholas Boelter's Wells Fargo Advisors Experience September 2013 - Present
Job Trading Service Representative at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors June 2012 - September 2013
Education
Southern Illinois University, Edwardsville 2009 — 2010
MS, Economics and Finance
Southern Illinois University, Edwardsville 2006 — 2008
BS, Economics and Finance
Wells Fargo Advisors September 2013 - Present
Wells Fargo Advisors June 2012 - September 2013
Education
Southern Illinois University, Edwardsville 2009 — 2010
MS, Economics and Finance
Southern Illinois University, Edwardsville 2006 — 2008
BS, Economics and Finance
Nathaniel Diorio's Wells Fargo Advisors Experience November 2013 - Present
Job Team Lead at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2013 - Present
Delaware North Companies July 2010 - Present
Wells Fargo Advisors August 2013 - November 2013
Wells Fargo Advisors September 2010 - August 2013
Southern Illinois University Edwardsville August 2007 - September 2010
Delaware North Companies August 2009 - July 2010
Delaware North Companies October 2008 - August 2009
Skills
Word, Excel, PowerPoint, Outlook, Access, SAP, Oracle, Quest POS, Micros POS, Inkscape, Signagelive, BETA, Workflow, Wisdom (SmartStation), Account Reconciliation, Customer Service, GIMP, Microsoft Excel, Sales, Leadership, Project Management, Management, Strategic Planning, Microsoft Office, Inventory Management, Public Speaking, Data Analysis, Process Improvement, Time Management, Hospitality, Team Building, Communication, Budgets
Education
Southern Illinois University, Edwardsville 2009 — 2011
MBA
Southern Illinois University, Edwardsville 2006 — 2009
B.S., Business Administration - Finance and Management
Wells Fargo Advisors November 2013 - Present
Delaware North Companies July 2010 - Present
Wells Fargo Advisors August 2013 - November 2013
Wells Fargo Advisors September 2010 - August 2013
Southern Illinois University Edwardsville August 2007 - September 2010
Delaware North Companies August 2009 - July 2010
Delaware North Companies October 2008 - August 2009
Skills
Word, Excel, PowerPoint, Outlook, Access, SAP, Oracle, Quest POS, Micros POS, Inkscape, Signagelive, BETA, Workflow, Wisdom (SmartStation), Account Reconciliation, Customer Service, GIMP, Microsoft Excel, Sales, Leadership, Project Management, Management, Strategic Planning, Microsoft Office, Inventory Management, Public Speaking, Data Analysis, Process Improvement, Time Management, Hospitality, Team Building, Communication, Budgets
Education
Southern Illinois University, Edwardsville 2009 — 2011
MBA
Southern Illinois University, Edwardsville 2006 — 2009
B.S., Business Administration - Finance and Management
London Giles's Wells Fargo Advisors Experience May 2012 - Present
Job Justin F. Kimball High School
Industry Sports
Experience
YMCA December 2012 - Present
Wells Fargo Advisors May 2012 - Present
Southern Methodist University June 2010 - Present
Individual Insructor January 2007 - February 2013
Southern Methodist University May 2011 - August 2011
Skills
Sports, Teamwork, Sports Management, Athletics, Team Leadership, Coaching, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Teaching, Sports Marketing, Social Networking, Basketball, Athletic Training, Sports Coaching, Leadership Development, Blogging, Team Building, Scouting, Event Planning, Fundraising, Sales
Education
Southern Methodist University 2010 — 2013
Bachelor of Science (B.S.), Applied Psychology and Sports Management, Bachelors
University of Nevada-Reno 2008 — 2010
Southern Methodist University
Masters, Liberal Arts and Sciences, General Studies and Humanities
YMCA December 2012 - Present
Wells Fargo Advisors May 2012 - Present
Southern Methodist University June 2010 - Present
Individual Insructor January 2007 - February 2013
Southern Methodist University May 2011 - August 2011
Skills
Sports, Teamwork, Sports Management, Athletics, Team Leadership, Coaching, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Teaching, Sports Marketing, Social Networking, Basketball, Athletic Training, Sports Coaching, Leadership Development, Blogging, Team Building, Scouting, Event Planning, Fundraising, Sales
Education
Southern Methodist University 2010 — 2013
Bachelor of Science (B.S.), Applied Psychology and Sports Management, Bachelors
University of Nevada-Reno 2008 — 2010
Southern Methodist University
Masters, Liberal Arts and Sciences, General Studies and Humanities
Paul Heimkes, AAMS's Wells Fargo Advisors Experience October 2005 - August 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
White, Ely & Associates - a private wealth advisory practice of Ameriprise Financial Services, Inc. August 2009 - Present
Wells Fargo Advisors October 2005 - August 2009
Anixter Fasteners formerly Distribution Dynamics 1993 - 2005
Education
St. Cloud State University 1985 — 1990
Bachelor of Science, Finance, Economics
White, Ely & Associates - a private wealth advisory practice of Ameriprise Financial Services, Inc. August 2009 - Present
Wells Fargo Advisors October 2005 - August 2009
Anixter Fasteners formerly Distribution Dynamics 1993 - 2005
Education
St. Cloud State University 1985 — 1990
Bachelor of Science, Finance, Economics
Preston Gann's Wells Fargo Advisors Experience April 2013 - Present
Job ETP, CEF, & UIT Product Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors December 2005 - March 2013
Stifel Financial Corp. May 2001 - December 2005
Skills
Certified Financial..., Certified Investment..., Financial Advisory, Strategic Financial..., Program Management, Management, Series 7, Series 63, Cross-functional Team..., Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Securities
Education
Southern Illinois University, Edwardsville 1997 — 1999
Bachelor of Business Administration, Finance
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors December 2005 - March 2013
Stifel Financial Corp. May 2001 - December 2005
Skills
Certified Financial..., Certified Investment..., Financial Advisory, Strategic Financial..., Program Management, Management, Series 7, Series 63, Cross-functional Team..., Mutual Funds, Wealth Management, Asset Allocation, Investment Advisory, Securities
Education
Southern Illinois University, Edwardsville 1997 — 1999
Bachelor of Business Administration, Finance
Brittany Stoler's Wells Fargo Advisors Experience 2007 - 2011
Job Business Analyst
Industry Financial Services
Experience
Wells Fargo Advisors 2007 - 2011
Wells Fargo Investments 2006 - 2007
Wells Fargo Investments 2004 - 2006
Wells Fargo Investments 2000 - 2004
Education
Southern Oregon University
BS, Anthropology
Wells Fargo Advisors 2007 - 2011
Wells Fargo Investments 2006 - 2007
Wells Fargo Investments 2004 - 2006
Wells Fargo Investments 2000 - 2004
Education
Southern Oregon University
BS, Anthropology
Rod Kniepmann's Wells Fargo Advisors Experience October 1992 - Present
Job Sr Mgr & VP Compliance Technologies at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 1992 - Present
Boeing \ McDonnell Douglas September 1987 - October 1992
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Vendor Management, Data Warehousing, Business Process..., Disaster Recovery, IT Strategy, Leadership, Management
Education
Southern Illinois University, Edwardsville 1984 — 1989
Bachelors of Science, Management Information Systems
Wells Fargo Advisors October 1992 - Present
Boeing \ McDonnell Douglas September 1987 - October 1992
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Vendor Management, Data Warehousing, Business Process..., Disaster Recovery, IT Strategy, Leadership, Management
Education
Southern Illinois University, Edwardsville 1984 — 1989
Bachelors of Science, Management Information Systems
Mandi Leonard's Wells Fargo Advisors Experience July 2015 - Present
Job Securities Operations Support Specialist III at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors April 2014 - June 2015
AT&T December 2012 - November 2013
KFC Corporation (U.S.) October 2012 - November 2012
Purple Ice Productions April 2009 - September 2012
KFC Corporation (U.S.) May 2007 - September 2012
Page One Legal July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets, Editing, Organization, Google Docs, Data Entry, Management, Technical Support, Social Networking, Photoshop
Education
Southwestern Illinois College 2009 — 2020
Office Administration and Technology
Vatterott College 2014 — 2015
Business Management
Wells Fargo Advisors July 2015 - Present
Wells Fargo Advisors April 2014 - June 2015
AT&T December 2012 - November 2013
KFC Corporation (U.S.) October 2012 - November 2012
Purple Ice Productions April 2009 - September 2012
KFC Corporation (U.S.) May 2007 - September 2012
Page One Legal July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Strategic Planning, Budgets, Editing, Organization, Google Docs, Data Entry, Management, Technical Support, Social Networking, Photoshop
Education
Southwestern Illinois College 2009 — 2020
Office Administration and Technology
Vatterott College 2014 — 2015
Business Management
Chris Westenberger's Wells Fargo Advisors Experience September 2011 - Present
Job Help Desk Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2011 - Present
Spartan Light Metal Products August 2006 - January 2009
Skills
Highly Analytical, Innovative Problem..., C#, VB.NET, Java, JavaScript, ASP.NET, Microsoft Office, Oracle SQL, System Design
Education
Southwestern Illinois College 2009 — 2011
Associate's degree, Computer and Information Systems Software DevelopmentSecurity/Information Assurance
Wells Fargo Advisors September 2011 - Present
Spartan Light Metal Products August 2006 - January 2009
Skills
Highly Analytical, Innovative Problem..., C#, VB.NET, Java, JavaScript, ASP.NET, Microsoft Office, Oracle SQL, System Design
Education
Southwestern Illinois College 2009 — 2011
Associate's degree, Computer and Information Systems Software DevelopmentSecurity/Information Assurance
Jennifer Hutson's Wells Fargo Advisors Experience November 2011 - Present
Job Service Ops Specialist at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors December 2008 - November 2011
MARK LEVY ATTORNER AT LAW December 2006 - February 2008
Skills
Financial Analysis, Microsoft Excel, Process Improvement
Education
Southwestern Illinois College 2001 — 2006
LEGAL OFFICE SPECIALIST, Legal Assistant/Paralegal
MADISON SR HIGH 1990 — 1994
Wells Fargo Advisors November 2011 - Present
Wells Fargo Advisors December 2008 - November 2011
MARK LEVY ATTORNER AT LAW December 2006 - February 2008
Skills
Financial Analysis, Microsoft Excel, Process Improvement
Education
Southwestern Illinois College 2001 — 2006
LEGAL OFFICE SPECIALIST, Legal Assistant/Paralegal
MADISON SR HIGH 1990 — 1994
Jeffrey Engelman's Wells Fargo Advisors Experience February 1999 - April 2012
Job Brinks
Industry Logistics and Supply Chain
Experience
Deboer Transportation August 2012 - Present
Wells Fargo Advisors February 1999 - April 2012
Walmart June 1996 - January 1999
Education
Southwestern Illinois College 1993 — 1994
none, General Studies
Collinsville High School 1989 — 1992
Diploma, General Studies
Deboer Transportation August 2012 - Present
Wells Fargo Advisors February 1999 - April 2012
Walmart June 1996 - January 1999
Education
Southwestern Illinois College 1993 — 1994
none, General Studies
Collinsville High School 1989 — 1992
Diploma, General Studies
Kristin Ribbing's Wells Fargo Advisors Experience April 2013 - Present
Job Business Systems Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors January 2012 - April 2013
Skills
Project Management, Risk Management
Education
University of Phoenix 2013 — 2014
Bachelor of Science in Management
Southern Illinois University, Edwardsville 1998 — 2001
Bachelor's degree, Mathematical Studies
Wells Fargo Advisors April 2013 - Present
Wells Fargo Advisors January 2012 - April 2013
Skills
Project Management, Risk Management
Education
University of Phoenix 2013 — 2014
Bachelor of Science in Management
Southern Illinois University, Edwardsville 1998 — 2001
Bachelor's degree, Mathematical Studies
Justin Harder's Wells Fargo Advisors Experience February 2010 - October 2010
Job Technical Engineer at St. Louis based financial services company
Industry Financial Services
Experience
St. Louis based financial services company January 2013 - Present
St. Louis based financial services company June 2011 - January 2013
CSC - Computer Sciences Corporation October 2010 - June 2011
Wells Fargo Advisors February 2010 - October 2010
Education
Southern Illinois University, Edwardsville
Master of Business Administration (M.B.A.), Management Information Systems
Southern Illinois University, Edwardsville
Bachelor's Degree, Computer Management and Information Systems
St. Louis based financial services company January 2013 - Present
St. Louis based financial services company June 2011 - January 2013
CSC - Computer Sciences Corporation October 2010 - June 2011
Wells Fargo Advisors February 2010 - October 2010
Education
Southern Illinois University, Edwardsville
Master of Business Administration (M.B.A.), Management Information Systems
Southern Illinois University, Edwardsville
Bachelor's Degree, Computer Management and Information Systems
Nicole Lansing's Wells Fargo Advisors Experience Operations AnalystWells Fargo & CoJanuary 2003 - Present
Job Operations Analyst at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Operations AnalystWells Fargo & CoJanuary 2003 - Present
St. Louis Blues August 2002 - August 2011
Education
Southwestern Illinois College 1999 — 2001
none, Business and Accounting
Southwestern Illinois College 1999 — 2001
not finished, Accounting and Business/Management
Wells Fargo Advisors Operations AnalystWells Fargo & CoJanuary 2003 - Present
St. Louis Blues August 2002 - August 2011
Education
Southwestern Illinois College 1999 — 2001
none, Business and Accounting
Southwestern Illinois College 1999 — 2001
not finished, Accounting and Business/Management
Starwood Hotels & Resorts Worldwide, Inc.
Wells Fargo Advisors, LLC
Raytheon Missile Systems
Starwood Hotels & Resorts
Wachovia Securities, LLC
Carestream Health
Pershing
NEC Corporation of America